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Tips, Tricks and Best Practices :Version AgnosticUse SHIFT+ENTER to open the menu (new window).Open MenuOpen Menu

Gotcha's, tips, tricks, best practices for various out of box features on SharePoint for beginners, with some help for new server administrators
  
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1
  
You cannot have unique views or columns in subfolders; it will filter to all other subfolders and to the parent folder on the Quick Launch.  It is also easy to delete the whole document library instead of just the sub-folder.  Custom columns contribute to better search. and allow for great filtering of content.
IntermediateDocument LibrariesVersion AgnosticBest Practice
2
  
Always put in the description when creating anything new - lists, libraries, etc.  They display under View All Site Content.  As your site gets bigger this becomes more and more important.  Explain what the item is for an who maintains it.
BeginnerGeneralVersion AgnosticBest Practice
3
  
Check to see if the document wasn't saved as read only in Word before it was uploaded, it so you won't be able to edit it.  But if not and you get read only errors when trying to save a document from a SharePoint library, use the drop down when opening the document, and select “Edit with MS Word / Excel / PowerPoint instead.
BeginnerOffice IntegrationVersion AgnosticTip
4
  
If you restore a document library or list from the Recycle Bin, it doesn’t automatically display on the Quick Launch.  You need to go into View All Site Content to click on the library, then go into settings and Title, Description and Navigation to display it on the Quick Launch again.
BeginnerNavigationVersion AgnosticTrick
6
  
Don't upload all your documents to Shared Documents.  It is a sample folder only which is created with a default team site.  Rather delete it / rename it, and create your own user defined document libraries.  PS : Changing the name of Shared Documents does not change the URL, it will still say Shared Documents. 
BeginnerDocument LibrariesVersion AgnosticTip
8
  
When creating Document Libraries remember you need to have separate libraries if you have specific permission, version history or content approval / workflow requirements.
BeginnerDocument LibrariesVersion AgnosticTip
9
  
Documents will not upload if any of the following characters are in the name of the document, you will need to take them out before uploading or it will fail :
-  #  %  &  *  :  <  >  ?  /  \  {  |  } 
BeginnerDocument LibrariesVersion AgnosticTrick
10
  
Documents will not upload if they are open, make sure all the documents are closed before trying to upload.
BeginnerDocument LibrariesVersion AgnosticTip
12
  
The very loose rule is that if there are 5 items or less in a Choice Field, then make them radio buttons, (less clicks for users).  More than 5 make them dropdown. 
BeginnerListsVersion AgnosticTip
13
  
You can only import spreadsheets if you have Office 2007 or 2010.  If you have Office 2003, just create a custom list with columns the same as the column headings in your spreadsheet.  Then open the list in datasheet view and copy and paste the info in from Excel.  Make sure the format used in Excel is the same as the format in your custom list otherwise your information won't display properly.
Imported spreadsheet lists don’t automatically display on the Quick Launch, you need to activate that in the settings under Title, Description and Navigation afterwards.
Do some basic formatting and organisation in Excel before you import it, it will save you lots of work. 
Make sure the first column can uniquely identify the records as it will replace the Title field. 
IntermediateListsVersion AgnosticTip
14
  
Lookup fields only work with “single line of text”.  You can't lookup a mutliple lines of text, number, date, currency field, etc.
IntermediateListsVersion AgnosticTrick
15
  
To bypass the Title Field – go to the Library Settings – Advanced Settings – Allow for Content Types – Yes.  Click on Item, then on Title.  Choose the Hidden option.  Go to the list view and unselect Title.
If you get an error renaming the Title field, it’s because you are giving it a name that already exists in the default columns.  Bypass this by typing in Names instead of Name for example.
IntermediateDocument LibrariesVersion AgnosticTip
16
  
You can’t do grouping on a checkboxed fields.  They must be either radio buttons or dropdowns.
IntermediateListsVersion AgnosticTrick
17
  
These fields will always display a value if the field is compulsory.  It will only display as blank if it is not a required field.
IntermediateListsVersion AgnosticTip
18
  
To create a view where the users only see items in a list where their name is mentioned, enter a value of [me] in the Filter section in the Modify List View.

Or go to Settings - List Settings - Advanced Settings and change read / edit settings to Only Their Own.
IntermediateListsVersion AgnosticTip
19
  
Go into Settings - List Settings - Advanced Settings.  Change the Item-Level Permissions to "Only their own" in the edit section.
IntermediateListsVersion AgnosticTip
20
  
Column ordering for list items is disabled when Allow for Management of Content Types isn enabled.  You need to re-order columns in the Content Type section instead.  Otherwise deactive the content types, re-order, then re-activate.
IntermediateListsVersion AgnosticTrick
21
  
You can't do any vertical sums on calculated fields in your views.  Keep this in mind when using lists to do budgets.
AdvancedListsVersion AgnosticTrick
23
  
You have 3 seconds to keep people on your website before they leave.  Ask yourself what would entice them to stay.
BeginnerGeneralVersion AgnosticBest Practice
24
  
Use daily or weekly summary Alert Me's where possible as inboxes are already a mess.
Alert Me's aren't available on read only lists and libraries - there's nothing to report on.  You can only alert on items added, edited, deleted or all 3.
Put Alert Me's on your discussion forums so you know when to respond.
BeginnerAlertsVersion AgnosticBest Practice
25
  
Deleted files stay in the Recycle Bin for 30 days, and thereafter in the server Recycle Bin for a further 30 days.  You will only see items you have deleted, no-one elses. 
BeginnerGeneralVersion AgnosticTip
29
  
You can always right click on a link and choose "open in a new tab".  Or hold down the CTRL key and click on the link - it will automatically open in a new window.
BeginnerGeneralVersion AgnosticTip
30
  
Always use YYYY-MM-DD in your date formats when saving documents.  Microsoft technologies count numerically and alphabetically from the left.  If you use this date format, your documents will always be sorted newest to oldest, (or vice versa).  True for Word, Excel, PowerPoint, etc etc.
BeginnerPlanningVersion AgnosticBest Practice
31
  
First analyse what documents will be uploaded in order to determine what documents libraries need to be created – don’t recreate file server on SharePoint, you need to think of your data in different ways now.  Keep old, static, large documents on the file server, it will save you space on the SharePoint server which is usually capped. 
Proper file share analysis takes a lot of practice and experience.  Call in help.
AdvancedDocument LibrariesVersion AgnosticBest Practice
32
  
Make sure pictures are saved in Picture Libraries (or Site Assets for 2010) on the site they are needed on.  If you don't and the URL's change, or users don't have rights to the source site, they will see a red X where the picture is supposed to be.
IntermediateGeneralVersion AgnosticTrick
34
  
Stop emailing attachments in documents.  Send a link directly to that document.  Hover over the doc in SharePoint, Send To - Email a Link.
BeginnerGeneralVersion AgnosticBest Practice
36
  
Keep your AD details up to date.  Those details are pulled into SharePoint and populate your My Site with default information.
IntermediateGeneralVersion AgnosticTip
37
  
Get used to filling in the Document Properties on Word, Excel and PowerPoint from today, (in Office 2007 it's the Office Button - Prepare - Properties).  This will help to make it second nature so you can get used to filling in metadata on SharePoint - you’ll be doing a lot of that.
IntermediateOffice IntegrationVersion AgnosticBest Practice
38
  
Whether you upload one doc, or multiple docs, the default upload limit is 50MB.  Check with your IT dept whether the defaults have been maintained.  It means that no single document can be greater than 50MB; nor any group of docs larger than 50MB.
When you upload a doc to SharePoint, the link is broken to the original document.  They are now 2 completely seperate documents.
See tip #9 about special characters whe uploading docs.
BeginnerDocument LibrariesVersion AgnosticTrick
39
  
If documents, especially PowerPoint docs, keep downloading as read only from SharePoint, use the dropdown arrow - Send To - Download a Copy; or Open With "PowerPoint" options.
BeginnerDocument LibrariesVersion AgnosticTip
41
  
You can only create a view with MS Access if you have MS Access installed on your laptop.
IntermediateGeneralVersion AgnosticTip
42
  
Add all the internal and external links your team will need, then make your team site your Internet Explorer home page.  That way no matter where you navigate, if you get ‘lost’, clicking on Home will always bring you back to a central starting point.
IntermediatePlanningVersion AgnosticTip
43
  
Have an instruction page "How to Use This Site" for example.  Explain what to load where, and how you have set up the groups.
IntermediateUser AdoptionVersion AgnosticBest Practice
44
  
Start a SharePoint evangelism site - add surveys, training material, what SharePoint is, how it works in your organisation, how to request a site, etc. 
AdvancedUser AdoptionVersion AgnosticBest Practice
45
  
Start a monthly internal user group and invite all the  Site Collection Administrators and Site Owners.  Showcase cool team sites, demo a web part, host a Knowledge Cafe, etc.  Share how you solved certain challenges.
Get your users involved - ask their opinion, ask how they are doing.  Include them in governance issues.  SharePoint is designed to empower business users after all.
AdvancedUser AdoptionVersion AgnosticTip
46
  
Start small - don’t overwhelm your users.  Take one spreadsheet, one report at a time and convert it to something cool and user-friendly on SharePoint.
IntermediateUser AdoptionVersion AgnosticBest Practice
47
  
Don’t even use the word SharePoint if it's too scary for users.  As far as business users are concerned, it’s just IT throwing yet another technology at them.  Use words like Leave Management System, Contracts Management System, Competitor Analysis Tool instead.
IntermediateUser AdoptionVersion AgnosticTip
48
  
Communicate!!!  Send weekly emails to your user base and give them tips and tricks, (take one out of this list every week if you like). 
IntermediateUser AdoptionVersion AgnosticBest Practice
49
  
Lead by example.  Don’t teach best practices then email documents around.  Email links to documents instead.
IntermediateUser AdoptionVersion AgnosticBest Practice
52
  
The Content Query Web Part (CQWP) allows you to display documents; announcements etc from various sites and display them all in one place. End users can set them up, but to make them pretty you'll need a developer. 
AdvancedWeb PartsVersion AgnosticTrick
54
  
If you are a developer in charge of branding, make sure you package and deploy the custom look and feel properly or it will be erased with the next software upgrade.  Also make sure your branding is compatible with the out of box themes available.  Heather Solomon is the authority on this.  Branding should only be tackled by experience and specialised developers, a lot can go wrong.  DO NOT remove the default breadcrumbs when designing branding for team sites.  These breadcrumbs are crucial for navigating through the platform by the helpdesk teams.
Leave professional branding to the professionals.  You don’t need to go to those extremes on a ring-fenced team site.  If you are trying to make your site “look pretty”, use the CEWP and PowerPoint to do so.
IT ProSite DesignVersion AgnosticBest Practice
55
  
Check what the company standard screen resolution is.  If you have a wide screen but all your users are on 800x600, they will need to scroll left and right to see information – not best practices. Take this into consideration if you are populating a site that all your users will see.  The latest default size is 1024x768.
AdvancedSite DesignVersion AgnosticBest Practice
56
  
Last research showed that hyperlinks are the most used features on sites, followed by buttons then back buttons.
IntermediateSite DesignVersion AgnosticTip
57
  
Make the site’s purpose clear – include a tag line that summarizes what your site / area does.
BeginnerSite DesignVersion AgnosticBest Practice
58
  
Site layout is very important – too much white space may force too much scrolling and look as though your site does not have enough information; while too little white space can make your site look cluttered.
BeginnerSite DesignVersion AgnosticTip
59
  
Have uniform navigation across your sub-sites, have About Us or Contact Us navigation tabs in the same place so you don’t confuse your users.
BeginnerSite DesignVersion AgnosticBest Practice
60
  
Text formatting is crucial.  You don’t want users squinting or zooming to read anything.  Size and colour of the text will impact the user’s decision to stay on the site, especially if it’s too large or colourful.  Don’t use fancy fonts unless you are sure all your users have them installed.  They will look like Times New Roman or Arial on their screens instead.
BeginnerSite DesignVersion AgnosticTip
61
  
Make it part of your governance to check your links on a monthly basis – make sure they are not broken so users don’t get an error message when clicking on them, (especially when using external links).
BeginnerSite DesignVersion AgnosticBest Practice
62
  
Have an option for users to comment on your site or provide feedback.  Do surveys to ask them what they'd like to see.
BeginnerUser AdoptionVersion AgnosticTip
63
  
If you are using graphics, make sure the file sizes are small so they will load quickly, (jpegs are the smallest format).  Always insert alternative text for each graphic for users that turn off website images or text-only browsers.  Keep flashing / moving items to an absolute minimum! ... (or eliminate it completely as far as I'm concerned).  Remember the 3 second rule.  If your fancy flash takes 25 seconds to load, they'll be long gone before they can even see what you have to offer.
BeginnerSite DesignVersion AgnosticBest Practice
64
  
Take background and font colours into consideration.  Don’t make them the same or similar colours or they will be impossible to read.  Also take colour blind users into consideration, red text on blue backgrounds are a problem (and also terrible).  Hyperlinks don’t work on dark green backgrounds either, impossible to see.
Blind users need special settings on all items built into a site, ask your IT dept about these.
IntermediateSite DesignVersion AgnosticTip
65
  
Check for spellign and with grammitcal errurs ;-)
BeginnerSite DesignVersion AgnosticTip
66
  
The power of wikis comes with properly built navigation.  When embedding pages, make sure you have links to the index page as well the landing page of the site.  New users may not understand how to navigate around SharePoint yet.  Put all the navigation links in the same place and make them look the same.
Use the same formatting / look and feel across all pages in the same wiki.  Different wiki’s can have different look and feels, but the pages inside them must all be the same.
The wiki-speak brackets only work in wikis, nowhere else.  [[ ]]
IntermediateWikisVersion AgnosticBest Practice
72
  
Try keep subsites to 9 or less.
IntermediatePlanningVersion AgnosticBest Practice
74
  
If you don’t have a Navigation option under Site Actions – Site Settings, it means the Publishing Features have not been activated, get your Administrator to activate them.  You will only see Quick Launch which gives limited editing options.  You will use Navigation just about every day as a Site Owner or Site Collection Administrator.  (Not available on WSS versions).
AdvancedNavigationVersion AgnosticTrick
76
  
Subsites aren’t always placed in a logical order, re-order them in Navigation.  (Take item 74 into consideration).
IntermediateNavigationVersion AgnosticTip
78
  
If while you're editing in Navigation and you click save you get a message that says "this site has been modified by another user" and the ID it displays is yours - it means your Quick Launch has become corrupted.  It needs to be fixed in SharePoint Designer, (carefully).
AdvancedNavigationVersion AgnosticTrick
79
  
SharePoint Designer is a developers tool - not an end user tool!!  Do not use it to build your SharePoint site from scratch.  Build SharePoint using SharePoint.  Do not go on SPD training unless you are a developer or IT Pro.  It is not designed for business end users.
DO NOT build your whole site from scratch in SharePoint Designer and try and relink it to the rest of the collection.  You will not understand what you are doing and end up breaking it and removing your site from the default navigation, (unghost it).  Sites like this are difficult to fix and you will have to delete them and start again.
AdvancedSharePoint DesignerVersion AgnosticBest Practice
80
  
DO NOT edit the default.master page before making a copy of it.  Only edit the copy so you can revert back to the master if you mess it up.
AdvancedSharePoint DesignerVersion AgnosticBest Practice
81
  
Do not edit the core.css files unless you know exactly what you are doing.  You need proper HTML background before you tackle this.
AdvancedSharePoint DesignerVersion AgnosticBest Practice
82
  
Do not delete placeholders unless you understand implicitly  what they are linked to.  You will break 10 other things on your site.
AdvancedSharePoint DesignerVersion AgnosticBest Practice
83
  
Do not rename / delete the Title field in the core Item Content Type.  It is linked to every single list and library in every single site in the collection.  You will not be able to change it back without serious programmatic intervention, and even then you may not succeed.
AdvancedContent TypesVersion AgnosticBest Practice
84
  
Creation of content types should form part of the Governance planning and forum to keep control of it.
Make sure you choose the right Parent Content Type the first time.  You cannot change it afterwards.  You will need to delete the whole list and start again.
Make sure you create content types and site columns from the top level site or they will only be available from the subsite and sites below that.

When creating site columns, you could keep them in the Custom Columns group as a start.  That way you won’t confuse your users with many unique groups.  If they are not sure if a column is available, they can look straight in Custom Columns instead of navigating through dozens of groups.  However, the list of custom content types may grow substantially over time and it will become difficult to manage, think about the groups you need to create to manage content types in the long run.  It requires proper planning.
AdvancedContent TypesVersion AgnosticTip
85
  
Don’t put team sites and intranet sites on the same web application and site collection in large organisations.  It is not scalable.  Best practices is one web app for intranet sites, one for team sites, one for My Sites, one for operational sites if applicable (custom developed solutions).  If they are all on one web app, and something goes wrong with a 3rd party components, you could crash the entire platform.  Restores will become tricky if you need to restore just one subsite.  Backups can also become too large to handle.
IT ProTechnicalVersion AgnosticBest Practice
90
  
Change the regional settings on a server level to your country's specific date format and allow all sites to inherit the settings.
IT ProTechnicalVersion AgnosticBest Practice
91
  
Remember SharePoint is a business tool, your job is to keep the system stable, let business manage it thereafter.  Make sure you have processes in place to request functionality that affects everyone, and set up the initial structures; but business needs to take responsibility for overall governance and rollout into the organisation.  Communicate!!  Business and IT both need to be represented at governance forums.
IT ProGovernanceVersion AgnosticBest Practice
92
  
Don’t give end users access to SSP no matter how much they beg - they can destroy half the platform from there.
IT ProSSPVersion AgnosticBest Practice
93
  
Make sure all the Audit Settings have been activated on the site collections you create for users or you won’t be able to extract reports.
IT ProPlanningVersion AgnosticTrick
94
  
When task emails stop going out, check the Timer Job Status in Operations on Central Admin first.  Check when last they went out and if it was successful.  If that is where the problem is, stop and start the timer job to reactivate them.  If that is not the issue, check the SMTP server - if it failed at anytime, it would have affected the tasks from SharePoint.
IT ProCentral AdminVersion AgnosticTip
95
  
Make sure you understand the service accounts on the farm.  Check with your internal ISO policies, they may require that the passwords change every X time frame.  This is very tricky to do and can take a long time, plan for it.
IT ProTechnicalVersion AgnosticTip
96
  
If you are planning on using Excel Services, remember that you need to add the spreadsheets to the Trusted File Locations for each division that requests them.  You need to have a process in place to ensure that the source of these files can be trusted, check with the owners of those systems / locations if we can access their data, as well as a process for business to request a location to be added. (Part of Governance).
IT ProGovernanceVersion AgnosticBest Practice
98
  
Don’t mess with the default settings, for example the out of box functionality is there for business users to leverage.  For example, the default upload limit is 50MB.  If you make that much less, you will affect how long it will take for the business to do bulk uploads from file shares.  It affects the single file limit as well as the multiple file limit.  Training is also done on all the default settings, advise your Governance team if you have changed any of these and be open to changing them back with the right motivation.
IT ProPlanningVersion AgnosticBest Practice
99
  
You need some kind of 3rd party administration / management tool on large implementations, like DocAve or ControlPoint.  Permissions management and restores become a nightmare.  Migrations, backups, storage, dormancy and web part usage need to be managed properly.
IT ProGovernanceVersion AgnosticTip
101
  
Don’t just switch things on and off without planning and communicating, you are going to make an enemy out of business.  It affects the front-end. 
Attend an end user course!  I know it sounds mad, but you need to understand what happens on the front-end because what you do on the back-end is going to directly impact your users.  You need to understand the service you are supporting.
IT ProPlanningVersion AgnosticTip
108
  
You can't import a project plan from MS Project.
You cant re-order items in Project Tasks so get it right the first time.
Can't indent tasks either.
BeginnerProject TasksVersion AgnosticTrick
109
  
Design the perfect library with versioning, check-out, metadata, workflow etc - then save it as a template and re-use it.  Eg: Project Documents Template. (You need to be a Site Collection Administrator to save as a template).
AdvancedDocument LibrariesVersion AgnosticTip
111
  
Don't ever edit the default new, edit or disp aspx files - you will break your site collection, they are very interlinked.  Copy them and edit the copies.
IT ProTechnicalVersion AgnosticBest Practice