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Intro to SharePoint Online

Sign in to SharePoint

SharePoint is a browser-based app that you connect to through your web browser, like so:

Go to office.com, and sign in to your work or school account.

In the upper left corner of the window, select the app launcher  > All apps > SharePoint 

Tip: If you don't see the SharePoint app under All apps, use the Search box near the top of the window to search for SharePoint.

For more information, see Where to sign in to Microsoft 365.

Note: Images in this Quick Start depict the Modern experience unless otherwise indicated. For more information, see Which version of SharePoint am I using?

Trouble finding SharePoint?

If you can't see or find the tile for the SharePoint app, look at your subscription information:

On the Office.com home page, near the upper right corner, select Install Office > Other install options.

On the My account page, select View subscriptions.

The Subscriptions page shows which apps and services are included in your Microsoft 365 subscription. 

Scan the lists to see whether SharePoint is included.

If SharePoint does appear in the list, contact your IT admin for assistance. Show the information from step 3 to your admin. That person should be able to make the appropriate apps and services like SharePoint visible to you when you sign in to office.com.

Tip: If you're a small business owner looking for more information on how to get Microsoft 365 set up, visit Small business help & learning.

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What is SharePoint?

What is SharePoint?

SharePoint Server Subscription Edition SharePoint Server 2019 SharePoint Server 2016 SharePoint Server 2013 Enterprise SharePoint in Microsoft 365 Office for business SharePoint Foundation 2013 SharePoint Foundation 2010 SharePoint Server 2010 More...Less

Organizations use Microsoft SharePoint to create websites. You can use it as a secure place to store, organize, share, and access information from any device. All you need is a web browser, such as Microsoft Edge, Internet Explorer, Chrome, or Firefox. Want to learn more? Get started with SharePoint.

Take a look at the latest version of SharePoint. When you create a new team site, this is what you’ll see for SharePoint and SharePoint Server 2019.

What is SharePoint?

SharePoint Video Training

SharePoint products and downloads

"SharePoint" can refer to one or more SharePoint products or technologies, including:

SharePoint in Microsoft 365       A cloud-based service, hosted by Microsoft, for businesses of all sizes. Instead of installing and deploying SharePoint Server on-premises, any business can subscribe to a Microsoft 365 plan or to the standalone SharePoint Online service. Your employees can create sites to share documents and information with colleagues, partners, and customers. To get started storing your files on your team site, see Set up Microsoft 365 file storage and sharing. Give Microsoft 365 a try.

SharePoint Server

       Organizations can deploy and manage SharePoint Server on-premises or with an Office 365 Enterprise subscription to take advantage of all the latest features. And it offers additional features and capabilities, such as modern site pages, modern web parts and authoring, modern lists and libraries, modern search, integration with PowerApps, Power BI and MS Flow, and SharePoint home page. Download SharePoint Server 2019.

SharePoint Designer 2013

       A free program last released in 2013. Used to build powerful, workflow-enabled solutions. And used to edit external content types for an external data solution based on Business Connectivity Services. Download SharePoint Designer 2013.

OneDrive sync        A desktop program that you can use to sync documents from a team site or OneDrive for work or school to your computer for offline use. Learn more about OneDrive.

For more info about trying, buying, or using SharePoint products and technologies, see SharePoint product information.

If you’re familiar with SharePoint and want to know what’s changed recently, see Follow the latest updates in SharePoint and Differences between SharePoint Server 2016 and 2019.

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Get started with SharePoint - Microsoft Support

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Basics

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Get started with SharePoint

Get started with SharePoint

SharePoint Server Subscription Edition SharePoint Server 2019 SharePoint Server 2016 SharePoint Server 2013 Enterprise SharePoint in Microsoft 365 Office for business Office 365 Small Business Microsoft 365 admin SharePoint Foundation 2013 SharePoint in Microsoft 365 Small Business More...Less

When you sign in to Microsoft 365, or your organization’s corporate SharePoint Server site, click SharePoint or Sites in the app launcher navigation or top bar. These are your entry points into SharePoint.

SharePoint in Microsoft 365

You can also click SharePoint on the header bar

SharePoint Server 2016

SharePoint Server 2013

What's in a SharePoint site

Organizations use SharePoint to create websites. In Microsoft 365, you can create a site from the SharePoint start page. You also get a SharePoint team site whenever you create a Microsoft 365 group in Outlook Online or Microsoft 365. If you're in SharePoint Server, you can create a team or a number of other types of sites. You can use the sites as a secure place to store, organize, share, and access information from any device. All you need is a web browser, such as Microsoft Edge, Internet Explorer, Google Chrome, or Mozilla Firefox. Get the SharePoint mobile app to stay connected from your mobile devices.

10 things you can do with SharePoint, right now

To do this…

Try this…

Upload files to your SharePoint document library, so you can access them from anywhere

You can drag files from your computer into your document library,.

In SharePoint in Microsoft 365, click Upload on the command bar. If you use Microsoft Edge, you can upload either files or folders.

SharePoint in Microsoft 365

SharePoint Server 2016

In SharePoint Server 2013, click New document and browse for a file. Depending on how SharePoint is configured, you may have to click Upload existing file first.

For more info, see Upload files to a library.

Open a document in a document library

Click to open the document you want to work on and it will open in Microsoft 365 for the web. If you have the application installed on your computer and want to use it, click Edit Document > Edit in . For info on document libraries, see What is a document library?

Work with others on the same document, at the same time

In a document library, click to open the document you want to work on. It will open in Microsoft 365 for the web. The number of people currently editing the document appears at the top right of the document.

See Document collaboration and co-authoring.

Share documents

Select the document you want to share, click the ellipses (…) to open the menu, and then click Share.

SharePoint Online

SharePoint Server 2016/2013

See Share SharePoint files or folders in Microsoft 365 or Video: Share documents in SharePoint Server.

Share sites

If you have site owner permissions, click SharePoint or Sites, choose the site you want to share, and then click Share  .

Create a team site

If you're using Microsoft 365, you can create a site from the SharePoint start page, and it automatically creates a Microsoft 365 group. If you create an Microsoft 365 group in Outlook or People, and you automatically get a team site in SharePoint in Microsoft 365. For more on creating team sites, see Create a team site in SharePoint Online.

If you have site owner permissions with SharePoint Server 2016 or SharePoint Server 2013 click Sites, and then click + new site or + new.

Add a list or library to your team site

To add a list or library to SharePoint in Microsoft 365, click + New from within a site, and then pick List or Library from the list.

To add a list or library for SharePoint Server versions of SharePoint click Settings and then click Add an app.

For more info, see Create a list in SharePoint or Create a document library in SharePoint.

Keep previous versions of a document while you make changes to it

In SharePoint in Microsoft 365, right-click a document in a library, and then click Version History (you might have to scroll the menu),

For SharePoint Server versions, click the ellipses (...) next to the file, and then click the ellipses (...) again in the dialog to get to the menu, or select the document and click Version History on the Files tab.

SharePoint Server ribbon and Files tab

For more info, see Enable and configure versioning for a list or library.

Search for something

Type a search keyword into the Search box, and then click the Search icon .

SharePoint Online

SharePoint Server 2016 and 2013

See What's new in search in SharePoint Online.

Share information with your entire organization

In Microsoft 365, SharePoint in Microsoft 365, or SharePoint Server 2016, click the app launcher , then click the Yammer or Newsfeed tile, type your message, and then click Post.

For SharePoint Server 2013, click Yammer or Newsfeed in the header bar.

Copy and move files and folders between libraries

There are several ways to copy or move files, depending on the version of SharePoint you're using. In SharePoint in Microsoft 365, you can use the Copy to or Move to command to copy or move files between libraries. For more info, see Move or copy a folder, file, or link in a document library.

Move to and Copy to buttons in SharePoint in Microsoft 365

Getting your SharePoint library into an Explorer view can provide a fast way to do all file operations. You can do it essentially two ways, syncing the folders, or opening in Explorer. The difference is that synced folders persist and can be used anytime from any app, while Open in Explorer is a one-time operation.

When you sync a library, you're making a local copy on your desktop machine. If you sync two libraries, you can copy or move files and folders, create folders, and delete one or more file or folder. Your synced library is automatically synced with the SharePoint library. To sync libraries with SharePoint in Microsoft 365, see Sync files to your computer from a document library. For SharePoint Server 2016 or SharePoint Server 2013, see Set up your computer to sync SharePoint Server on-premises files.

Another way to use Windows Explorer to manipulate files is to open a library in Explorer. Like synced folders, ths allows you to copy, move, and edit files and folders the way do on your desktop. Files are automatically updated in your SharePoint library. For more info, see Open a library in File Explorer.

Want to control access to your stuff?

SharePoint is all about permissions. Get a better understanding of how permissions work, and you’ll understand how to control access to stuff on sites. Watch Video: Understanding permissions in SharePoint.

Once you understand how permissions work, see how to do it in Edit and manage permissions for a SharePoint list or library.

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Ready to move beyond the basics?

Take a look at our beginner and intermediate training to learn more about:

Create a document library in SharePoint

Create a list in SharePoint

Share SharePoint files or folders in Microsoft 365

Edit and manage permissions for a SharePoint list or library

Set up your computer to sync SharePoint Server on-premises files

Customize the navigation on your team site

Sync files with OneDrive in Windows

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Introduction to SharePoint and OneDrive in Microsoft 365 for administrators - SharePoint in Microsoft 365 | Microsoft Learn

Introduction to SharePoint and OneDrive in Microsoft 365 for administrators - SharePoint in Microsoft 365 | Microsoft Learn

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Introduction to SharePoint and OneDrive in Microsoft 365 for administrators

Article

06/05/2023

17 contributors

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In this article

SharePoint and OneDrive in Microsoft 365 are cloud-based services that help organizations share and manage content, knowledge, and applications to:

Empower teamwork

Quickly find information

Seamlessly collaborate across the organization

The resources on this page are designed to get you started. Depending on the needs of your organization, you may want to read about migration and governance options before you start rolling SharePoint and OneDrive out to your users.

If you're ready to get started with SharePoint and OneDrive, read Plan for SharePoint and OneDrive in Microsoft 365 and follow the planning and rollout articles that are listed in that article.

If you're just starting out with SharePoint and OneDrive, learn about the FastTrack onboarding and adoption services, find a SharePoint certified partner, or visit the SharePoint community.

Once you're using SharePoint and OneDrive, get the OneDrive sync app and the mobile app.

Migration

If you have files that you need to move to SharePoint and OneDrive, the resources in this section can help you get started.

If you're looking for this information:

Go to this resource:

Learn how to include migration as part of your plan to roll out SharePoint and OneDrive

Migration planning for SharePoint and OneDrive rollout

How to migrate content from file shares or other cloud providers using Migration Manager

Migrate your content to Microsoft 365

How to migrate SharePoint Server sites and content

Overview of the SharePoint Migration Tool (SPMT)

Governance

If your organization has legal or other requirements that govern the handling of data, or if you have sensitive or confidential information that you want to protect, these references can help you configure SharePoint for your governance standards and policies.

If you're looking for this information:

Go to this resource:

How to plan your compliance requirements for SharePoint and OneDrive

Plan compliance requirements for SharePoint and OneDrive

How to ensure that you retain files for a specified period of time, or delete them on a specified schedule

Overview of retention policiesOneDrive retention and deletion

How to classify documents based on the sensitivity of the information

Overview of sensitivity labelsEnable sensitivity labels for Office files in SharePoint and OneDrive

How to prevent the loss or exfiltration of important data in documents emails

Learn data loss prevention

Search for in-place items such as email, documents, and instant messaging conversations

Content Search in Microsoft 365

If you use OneDrive in your organization and you want to protect important files by saving them to the cloud, govern how much storage space users get, or govern how users sync file, these references will help you configure your policies.

If you're looking for this information:

Go to this resource:

Protect important files on users' desktops or in their Documents folder

Redirect and move Windows known folders to OneDrive and Redirect and move macOS Desktop and Documents folders to OneDrive

Control how users sync files to their devices

Use Group Policy to control OneDrive sync settings and Deploy and configure the OneDrive sync app for Mac

Configure the amount of storage space users have in OneDrive

Set the default storage space for OneDrive users

Microsoft Teams

SharePoint is deeply integrated into Teams. Files that are stored in Teams are stored in SharePoint sites. When you administer SharePoint sites in the SharePoint admin center, you may find that many of them are connected to teams. Use these resources to understand how SharePoint and Teams are integrated.

If you're looking for this information:

Go to this resource:

Learn about how Teams and SharePoint work together

Overview of Teams and SharePoint integration

Learn how to manage settings and permissions when Teams and SharePoint are integrated together

Manage settings and permissions when SharePoint and Teams are integrated

Collaboration

SharePoint and OneDrive provide a rich collaboration environment where people inside and outside your organization can work together, coauthoring documents. Microsoft 365 provides a variety of options to help you create a secure and productive file collaboration environment that meets the needs of your organization. Use these resources to get started.

If you're looking for this information:

Go to this resource:

Learn about secure collaboration in Microsoft 365

Set up secure collaboration with Microsoft 365

Learn about file collaboration and how to plan your implementation

Intro to file collaboration in Microsoft 365File collaboration in SharePoint with Microsoft 365

Learn about collaborating with people outside your organization

External sharing overviewCollaborate with guests

Use the security and compliance features in Microsoft 365 to help secure your guest sharing environment

Create a secure guest sharing environment

Modern intranet

SharePoint provides a rich set of tools to help you create and maintain your organization's intranet. Use these resources to get started.

If you're looking for this information:

Go to this resource:

Learn about the different types of SharePoint sites

Plan your SharePoint site

Select whether to allow users to create their own sites

Manage site creation

Learn how to plan an intelligent intranet for your organization

Plan an intelligent SharePoint intranetPlanning your SharePoint hub sites

Training

Administrators are often called upon to teach others in the organization how to use new technologies. Use these resources to help your users be successful with SharePoint and OneDrive.

If you're looking for this information:

Go to this resource:

Get a list of training resources for your users

Training and change management for rolling out SharePoint and OneDrive

Set up a customizable training portal with Microsoft training content for your organization

Microsoft 365 learning pathways

Show your users the basics of SharePoint

SharePoint help & learning

Show your users the basics of OneDrive

OneDrive help & learning

Customization

SharePoint provides a wide range of options for customization. We recommend using the out-of-box features and functionality as much as possible to meet your organization's needs. If you do need to customize SharePoint, see these references.

If you're looking for this information:

Go to this resource:

Understand how to customize SharePoint using modern tools and techniques

Customizing SharePoint

Build SharePoint Framework solutions, apps, add-ins, and solutions

SharePoint development

Related topics

SharePoint Limits

Getting started with the SharePoint Online Management Shell

Microsoft Partner Center

Tips and tricks for navigating Microsoft 365 technical documentation

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How to Use Sharepoint: The Definitive Guide for Newbies

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How to Use Sharepoint: The Definitive Guide for Newbies

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/ SharePoint / By

Ryan Clark

/ August 14, 2021 / 14 minutes of reading

Last Updated on October 20, 2023

Do you want to learn how to use SharePoint? It may seem a little complicated at first.

But like anything else, you can learn it to be able to use it to connect and collaborate with others in your team or company.

In this article, you will learn the fundamentals of SharePoint and how to use it.

Table of Contents:What is SharePoint?How to get Microsoft SharePoint?The SharePoint Home PageHow to Create a Sharepoint SiteHow to Create a SharePoint Team SiteAnother Method to Add Members to Team SiteHow to Create a Communication SiteHow to Upload Files to a Sharepoint SiteHow to Create ListsHow to Add Web Parts on SharePoint PagesList Web PartForm Web PartCountdown Timer Web PartTwitter Web PartHow to Edit Web Part and Section LayoutsHow to Edit Section LayoutsHow to Edit Web Part LayoutsHow to Change the Overall Page LookHow to Edit Top-Level NavigationHow to Create a News Post in SharePointHow to Manage Who Has Access to SharePoint SiteHow to Integrate Microsoft Teams and Sharepoint

What is SharePoint?

Microsoft SharePoint is a Microsoft product that allows organizations to create a website that can act as the organization’s intranet.

You can also easily customize it even if you don’t have any coding know-how.

It can also help you out in setting up a document repository where you can upload your files and makes it possible to work with your colleagues, check the news, and organize, share, and store access information.

Creating and sharing calendars, lists, publishing news to inform members of the site are only some of the features that you can utilize when using Microsoft SharePoint.

Related: How to Create Calendar Overlay in SharePoint Online

With all that said, why don’t we get right to it and look at how we can get started with SharePoint.

How to get Microsoft SharePoint?

SharePoint is available on any Microsoft 365 work or school account.

Once you have logged into your Microsoft 365 account, you can find SharePoint on one of the icons on the navigation bar (it’s on the left-most side of the main screen where the icons are lined up).

Another alternative is by clicking the app launcher.

The SharePoint Home Page

On the top-left corner of the homepage, you can create a site on your intranet. (Check the guide below on how to do exactly that.)

You can check any updates or news on any of the SharePoint sites that you have subscribed to at the center of the main homepage.

One convenient feature that you can immediately try here is putting articles you want to read later into your “Saved for Later” list.

You can do this by clicking on the bookmark icon found at the bottom of the article.

A filled bookmark means that it is already in your list while a white bookmark means you haven’t placed it in the list.

Immediately below that is where the SharePoint sites you frequent can be seen. You can also check the latest updates and activities on those sites which greatly helps you keep up-to-date.

Clicking on the star icon on the top right corner of the site will add it to your following list when you need an even quicker way of getting to that site.

The list of SharePoint sites you’re following can be found at the topmost section of your sidebar.

Once you’re familiar with the home page, it is now time to create your site.

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How to Create a Sharepoint Site

With SharePoint, you can create various types of sites for your organization.

Recent SharePoint updates rolled out modern pages — those that make use of the new Microsoft 365 looks. It’s also becoming clearer that modern SharePoint sites are the future.

It’s also possible to transform classic sites into a modern experience. Check out this guide to learn more.

This guide focuses more on the modern sites that you can create — team site and communication site.

Related: How to Create a SharePoint Online Project Site: Step-By-Step

How to Create a SharePoint Team Site

SharePoint team sites connect you and your team to shared content and resources for your organization.

You can use team sites to store and share your files shared with your team and create and manage lists of information.

To get started, do this list of steps first:

Click the home button on the left-hand sidebar (to go to the SharePoint start page)

Click “Create site”

Select the option for team site

Related: How to Create a SharePoint Site From Template: Full Tutorial

The next step is to define the details of your team site.

Write down the name of your team site and it will set up a group email address where members of your team will have a shared inbox, calendar, planner, and OneNote so your team can collaborate effectively.

The site address is also provided so your team can jump to your site when they use the data on that field.

Once you’ve finalized the details, click on “Next” to continue.

Then, you can add either additional owners or members to your website.

It is also possible to add members and additional owners later so you can also skip this by clicking on “Finish” once you’re done.

Another Method to Add Members to Team Site

While you create the team site, you may not have the correct list of members yet. In SharePoint, you can always add more members to your team site anytime you need.

The site’s home page (in the upper-right corner) will inform you of the current number of members.

To add members, simply click on the member count and you will see a button for adding more members.

Once you click on it, you can add a member by name or email address.

How to Create a Communication Site

Communication sites are used to broadcast information to a broad audience.

Typically, there will only be a small set of members who will contribute to the content which is consumed by a much larger audience.

To get started, do this list of steps first:

Click the home button on the left-hand sidebar (to go to the SharePoint start page)

Click “Create site”

Select the option for communication site

Then, choose a design from the drop-down list and define the details of your communication site.

Write down the name of your communication site and it will set up a site address so your team can jump to your site when they use the data on that field.

Once you’ve finalized the details, click on “Finish” to continue.

The methods described above are ways to create modern sites manually.

On the other hand, you can also create modern sites using PnP PowerShell. If you want to learn how to do it, check out this step-by-step guide.

How to Upload Files to a Sharepoint Site

Whether it’s a team site or a communication site, you can upload any file in the documents section of that SharePoint site.

The way it works is simple — you can drag the files in the documents section directly from your computer folder.

You can also do it from your browser by clicking on the “Upload” button and specify what you want to upload (file, folder, or template).

It will then open a window where you can select what you want to upload.

How to Create Lists

SharePoint has a database feature called “lists”. It’s essentially a table or a spreadsheet that contains a collection of data with some kind of structure.

You can create a list straight from the home page of your site.

On the home page of your site, click “New” and select “List” from the options.

A new window will then appear where you can select whether you want to start with a blank list, export from Excel, from an existing list, or select from a bunch of templates.

All the steps after that are straightforward.

For instance, if you decide to create from scratch, you will have to name your list first (required) and add a description of what your list is all about (for other users and for yourself, in case you forget).

Note that it’s important to add metadata to the documents and files in your list so that you will be able to find them faster in the future.

For this, you need to learn more about how to create list validation in SharePoint.

How to Add Web Parts on SharePoint Pages

Web parts are, what you might call, the widgets you can add to your SharePoint site. Adding web parts requires you to be in edit mode.

You can easily get to this mode by clicking on the “Edit” button found at the top right of the page you want to modify.

To add a web part, all you have to do is hover your mouse over where you want to add a specific web part until you see a line with a circled plus icon as shown below.

Click the plus icon and select the web part to add.

Here are the most usual web parts to add:

List Web Part

The list web part will allow you to embed a SharePoint list on the page.

Assuming that you’re already in edit mode and you are ready to add a web part, you can find the list web part manually or by using the search function.

Related: Search Guide: SharePoint Search Tips and Tricks Overview

After that, SharePoint will provide you with a list of all your lists. Select the list you want to show.

You can then save it as a draft or republish the page directly to have the changes reflected immediately.

Form Web Part

The form web part will allow you to embed a form to the page.

Assuming that you’re already in edit mode and you are ready to add a web part, you can find the form web part manually or by using the search function.

You will then be able to add a new form or an existing one.

Note that the form must be created with Microsoft Forms with the same account.

If you choose to create a new form, you will be asked to give it a name and finish the rest on Microsoft Forms.

By the way, if you work with multiple languages, you can also choose to make a multilingual form in Microsoft Forms.

Though the default sections will be auto-translated, you will still have to do translate the actual questions.

If you add an existing form, you will need to provide the form’s web address and select whether or not you want to show the form results or collect the responses only.

Save it as a draft or republish the page directly to have the changes reflected immediately.

Countdown Timer Web Part

The countdown timer web part will allow you to embed a countdown to an event on the page.

Assuming that you’re already in edit mode and you are ready to add a web part, you can find the countdown timer web part manually or by using the search function.

You can then add a title and a description to your countdown timer.

To edit the date and time of the countdown, click on the edit web part icon first on the left side and make changes from the right-side pane.

Aside from the date and time, you can also choose to add a call to action on your countdown timer and even add a link that visitors can click on.

Once you’re done, save it as a draft or republish the page directly to have the changes reflected immediately.

Twitter Web Part

The Twitter web part will allow you to embed tweets relevant to your users and visitors.

Assuming that you’re already in edit mode and you are ready to add a web part, you can find the Twitter web part manually or by using the search function.

After that, you must provide the Twitter username or the link to the tweet.

You can also customize settings including showing the Twitter header, displaying dividers, theme color (light or dark), and the maximum number of tweets to show.

Aside from the four web parts explained above, there are a lot more you can use on a page including Bing maps, connectors, file viewer, and so much more.

To view the whole list and some information on each, check out this article from Microsoft.

How to Edit Web Part and Section Layouts

A section represents the space occupied by a single web part or a group of web parts.

Changing the layout of the web parts and the section is a great way to organize the details of your site and change the layout to your liking.

Before you can edit the layout of a web part and a section, you must be in editing mode first (like when you are adding a web part as described in the earlier section of this article).

How to Edit Section Layouts

To edit the layout of a section, select the section you want to edit and click the edit web part icon on the right bar.

You will then be presented with five options:

One column

Two columns

Three columns

One-third left

One-third right

Choose the layout that you prefer (and the section background shading if you want). Save it as a draft or republish right away to have the changes take effect immediately.

How to Edit Web Part Layouts

To edit the layout of a web part, select the web part you want to edit and click the edit section icon on the right bar.

Now, different web parts will have different layouts available.

For instance, images have different sizing scaling options, which might affect the image aspect ratio for various web parts available and their layouts.

Below, you can see that the events web part only has two layouts (while others like the image web part can have five or six layouts).

To change the layout of the web part, simply choose the layout you prefer. Save it as a draft or republish it right away to have the changes take effect immediately.

Related: How to Prevent Users From Editing SharePoint Pages (Guide)

How to Change the Overall Page Look

If you don’t like the default look of your SharePoint site, you can always change it up.

At any point in your site, simply click on the gear icon at the upper-right of the screen and select “Change the look”.

You will then be able to make changes to the theme, header, navigation, and footer of your site.

Click on each one to expand their settings and make the necessary changes.

Don’t forget to click “Save” when you’re done.

Note that for the themes available, there are only a few of them.

If you don’t like the pre-selected themes, you can always create and deploy a custom theme for your SharePoint modern sites.

How to Edit Top-Level Navigation

Both team and communication sites have a top-level navigation menu so you can get to different places on your site quickly.

What you may not know is that you can edit the navigation and reorder the links or add new ones.

To do so, find the top-level navigation menu first.

For communication sites, it’s most likely at the top of the site.

For team sites, you will find it on the left side of the site. Once you find the menu, click on the edit button.

To change the order of the links, click and hold on a link and drag it upward or downward.

To add a new link, hover on a space until you see the familiar bubbled plus icon. Click on it and provide the information required.

Click OK on the dialogue box and save the changes on the top-level navigation menu.

How to Create a News Post in SharePoint

If you want to share news and interesting stories (or other article-type content) with your team and colleagues, SharePoint makes it easy with the news feature.

Fortunately, it’s easy to create an eye-catching post without any technical or coding experience.

The simplest way to create a news post in SharePoint is through the home page of your site (for both teams and communication sites).

From there, click “New” and select “News post”.

This will then open a dialog box where you can select a template for your news post.

Blank: Start from scratch

Visual: More focus on images

Basic text: Two-column template with emphases on text

Don’t forget to click on the button below to continue creating the post.

Then, add content to your news post by writing it yourself or copy-paste the text from another word processor.

If you like, you can also add web parts and design them however you like while adhering to the template’s formatting. 

Once you’re ready to publish, click on the “Post news” button at the top right corner of the site.

How to Manage Who Has Access to SharePoint Site

When you’re running a SharePoint site, it’s important that you take its security seriously.

If not, you run the risk of leaking confidential information to uninvited parties. Fortunately, this is easy to implement.

On your SharePoint site, click the gear icon at the top-right corner and select “Site permissions” from the options.

On the right pane, you will then be able to view the current permission access and share the site.

Once you share the site, you will then be able to change their access.

Note that in some instances, you may need to tinker with SharePoint’s external sharing settings.

How to Integrate Microsoft Teams and Sharepoint

It’s also possible to integrate Microsoft Teams with SharePoint.

Naturally, you must already have a team on Microsoft Teams. If not, make sure to do it first. Check this tutorial that will walk you through the basics.

To proceed, select the team channel that you want to integrate with SharePoint.

To the right of the channel name, click on the plus button to add a new tab. On the tab selection, find and select the SharePoint tab.

After you select the SharePoint site that you want to integrate with your team in Microsoft Teams, both applications will not be integrated.

With this, your team will be able to collaborate and communicate directly.

These are just some of the things to get you started in using SharePoint. Getting used to the Microsoft SharePoint environment is one sure way to help you and your team to get the job done.

That’s it! If you have more questions regarding SharePoint and other Microsoft products, feel free to leave a comment or send me a direct message through my contact page.

About Ryan ClarkAs the Chief Solutions Architect at Mr. SharePoint, I help companies of all sizes better leverage Modern Workplace and Digital Process Automation investments. I am also a Microsoft Most Valued Professional (MVP) for M365 Apps & Services.View all posts by Ryan Clark | Website

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2.1Enterprise content and document management

2.2Intranet and social network

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7.1Origins

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7.3Changes in SharePoint 2010

7.4Changes in SharePoint 2013

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Web application platform

This article contains content that is written like an advertisement. Please help improve it by removing promotional content and inappropriate external links, and by adding encyclopedic content written from a neutral point of view. (November 2021) (Learn how and when to remove this template message)

Developer(s)Microsoft CorporationInitial releaseMarch 28, 2001; 22 years ago (2001-03-28)Stable releaseSubscription Edition (SE)

/ November 2, 2021; 2 years ago (2021-11-02)

Operating systemWindows Server 2016, Windows Server 2019, and Windows Server 2022[1][2]Platformx86-64Available inArabic, Azerbaijani, Basque, Bosnian, Bulgarian, Catalan, Chinese, Croatian, Czech, Danish, Dari, Dutch, English, Estonian, Finnish, French, Galician, German, Greek, Hebrew, Hindi, Hungarian, Indonesian, Irish, Italian, Japanese, Kazakh, Korean, Latvian, Lithuanian, Macedonian, Malay, Norwegian, Polish, Portuguese, Romanian, Russian, Serbian, Slovak, Slovenian, Spanish, Swedish, Thai, Turkish, Ukrainian, Vietnamese and Welsh[3]TypeContent management systemLicenseProprietary softwareWebsitewww.microsoft.com/en-us/microsoft-365/sharepoint/collaboration 

Microsoft SharePoint for AndroidDeveloper(s)Microsoft CorporationStable release3.26.0

/ October 25, 2021; 2 years ago (2021-10-25)[4]

Operating systemAndroid Marshmallow and laterSize27.31 MBLicenseProprietary commercial softwareWebsitewww.microsoft.com/en-ww/microsoft-365/sharepoint/collaboration

Microsoft SharePoint for iOSDeveloper(s)Microsoft CorporationStable release4.40.1

/ November 20, 2021; 2 years ago (2021-11-20)[5]

Operating systemiOS 13 or laterSize79.6 MBLicenseProprietary commercial softwareWebsitewww.microsoft.com/en-ww/microsoft-365/sharepoint/collaboration

SharePoint is a web-based collaborative platform that integrates natively with Microsoft 365. Launched in 2001,[6] SharePoint is primarily sold as a document management and storage system, although it is also used for sharing information through an intranet, implementing internal applications, and for implementing business processes.

According to Microsoft, as of December 2020[update] SharePoint had over 200 million users.[7]

Editions[edit]

There are various editions of SharePoint which have different functions.

SharePoint Foundation[edit]

SharePoint Foundation was a free version with basic functionalities, discontinued in 2016.[8]

SharePoint Standard[edit]

Microsoft SharePoint Standard is a software product that extends the function of Microsoft SharePoint Foundation in several areas:

Sites: Audience targeting, governance tools, secure store service, and web analytics.[9]

Communities: 'MySites' (personal profiles including skills management and search tools), enterprise wikis, organization hierarchy browser, tags, and notes.[10]

Content: Improved tooling and compliance for document and record management, word automation services, and content management.[11]

Search: Better search results, search customization, mobile search, 'Did you mean?', OS search integration, Faceted Search, and metadata/relevancy/date/location-based refinement options.[12]

Composites: Pre-built workflow templates and Business Connectivity Services (BCS) profile pages.[13]

SharePoint Standard licensing includes a CAL (client access license) component and a server fee. It can also be licensed through a cloud model.

SharePoint Server[edit]

SharePoint Server is a product offered by Microsoft that provides organizations with greater control over the behavior and design of SharePoint. Unlike SharePoint Online, which is a cloud based service, SharePoint Server is installed on the customers' IT infrastructure, giving them greater customization and control over the platform. SharePoint Server comes in two editions: Standard and Enterprise. The standard edition provides basic features for document management, collaboration, and content management. The Enterprise edition provides advanced features for business intelligence, enterprise content management, and search capabilities.

SharePoint Server can be provisioned as a virtual/cloud server or as a hosted service. Hosted service allow organizations to use SharePoint Server without having to manage the infrastructure themselves.

SharePoint Enterprise[edit]

Built upon SharePoint Standard, Microsoft SharePoint Enterprise features can be unlocked by providing an additional license key.

Extra features in SharePoint Enterprise include:

Search thumbnails and previews, rich web indexing, better search results.

Business intelligence integration, dashboards, and business data surfacing.

PowerPivot and PerformancePoint.

Microsoft Office Access, Visio, Excel, and InfoPath Forms services.

SharePoint Enterprise Search extensions.[14]

SharePoint Enterprise licensing includes a CAL component and a server fee that must be purchased in addition to SharePoint Server licensing. SharePoint Enterprise may also be licensed through a cloud model.

SharePoint Online[edit]

Microsoft's hosted SharePoint is typically bundled in Microsoft 365 subscriptions, but can be licensed separately.[15] SharePoint Online has the advantage of not needing to maintain one's own servers, but as a result lacks the customization options of a self-hosted installation of SharePoint.

It is limited to a core set of collaboration, file hosting, and document and content management scenarios, and is updated on a frequent basis, but is typically comparable with SharePoint Enterprise.[16][17]

Currently, additional capabilities include:

Support for SharePoint Framework extensions

New "Modern" (Responsive) SharePoint UX (partially included in 2016 – Feature Pack 1)

Yammer Integration and Office 365 Groups

Integration with Outlook Web App

Newer versions of Online Office Document Editor Tools

Removal of various file size/number limitations

Apps Concept

Missing capabilities include:

Some search and UI customizations

Many web publishing capabilities

Service Application administration options

Many customization/solution types will not run

No ability to read error (ULS) logs

No ability to share a Site Page (ASPX) to external anonymous visitors; only documents (e.g., Word, Excel, Picture) may be shared as such

Applications[edit]

SharePoint usage varies from organization to organization. The product encompasses a wide variety of capabilities, most of which require configuration and governance.[18]

The most common uses of the SharePoint include:

Enterprise content and document management[edit]

Main articles: Enterprise content management and document management

SharePoint allows for storage, retrieval, searching, archiving, tracking, management, and reporting on electronic documents and records. Many of the functions in this product are designed around various legal, information management, and process requirements in organizations. SharePoint also provides search and 'graph' functionality.[19][20] SharePoint's integration with Microsoft Windows and Microsoft 365 (previously known as Office) allows for collaborative real-time editing, and encrypted/information rights managed synchronization.

This capability is often used to replace an existing corporate file server, and is typically coupled with an enterprise content management policy.[21]

Intranet and social network[edit]

Main articles: Intranet portal and Social Network

A SharePoint intranet or intranet portal is a way to centralize access to enterprise information and applications. It is a tool that helps an organization manage its internal communications, applications and information more easily. Microsoft claims that this has organizational benefits such as increased employee engagement, centralizing process management, reducing new staff on-boarding costs, and providing the means to capture and share tacit knowledge (e.g. via tools such as wikis, media libraries, team sites etc.).

Collaborative software[edit]

SharePoint contains team collaboration groupware capabilities, including: project scheduling (integrated with Outlook and Project), social collaboration, shared mailboxes, and project related document storage and collaboration.[22] Groupware in SharePoint is based around the concept of a "Team Site".

File hosting service (personal cloud)[edit]

Main articles: Personal Cloud and File hosting serviceSharePoint Server hosts OneDrive for Business, which allows storage and synchronization of an individual's personal documents, as well as public/private file sharing of those documents. This is typically combined with other Microsoft Office Servers/Services, such as Microsoft Exchange, to produce a "personal cloud".

WebDAV can be used to access files without using the web interface. However, Microsoft's implementation of WebDAV doesn't conform to the official WebDAV protocol and therefore isn't compliant to the WebDAV standard. For example, WebDAV applications have to support the language tagging functionality of the XML specification[23] which Microsoft's implementation doesn't. Only Windows XP to Windows 8 are supported.

Custom web applications[edit]

Main article: Software framework

SharePoint's custom development capabilities provide an additional layer of services that allow rapid prototyping of integrated (typically line-of-business) web applications.[24] SharePoint provides developers with integration into corporate directories and data sources through standards such as REST/OData/OAuth. Enterprise application developers use SharePoint's security and information management capabilities across a variety of development platforms and scenarios. SharePoint also contains an enterprise "app store" that has different types of external applications which are encapsulated and managed to access to resources such as corporate user data and document data.

Content structure[edit]

Pages[edit]

SharePoint provides free-form pages which may be edited in-browser. These may be used to provide content to users, or to provide structure to the SharePoint environment.

Web parts and app parts[edit]

Web parts and app parts are components (also known as portlets) that can be inserted into Pages. They are used to display information from both SharePoint and third-party applications.

Content item, Content Type, Libraries, Lists, and "Apps"[edit]

Content item is a resource in electronic form. Following are some examples:

Document: always has a "Name".

Contact: may have Email address and/or Phone number.

Sales Invoice: may have Customer ID.

Content Types are definitions (or types) of Content items. These definitions describe things like what metadata fields a Document, Contact, or Sales invoice may have. SharePoint allows you to create your own definitions based on the built-in ones. Some built in content types include: Contacts, Appointments, Documents, and Folders.

SharePoint Library stores and displays Content items of type Documents and Folders.

SharePoint List stores and displays data items such as Contacts. Some built-in content types such as 'Contact' or 'Appointment' allow the list to expose advanced features such as Microsoft Outlook or Project synchronization.[25]

In SharePoint 2013, in some locations, Lists and Libraries were renamed 'Apps' (despite being unrelated to the "SharePoint App Store"). In SharePoint 2016, some of these were renamed back to Lists and Libraries.

Sites[edit]

A SharePoint Site is a collection of pages, lists, libraries, apps, configurations, features, content types, and sub-sites. Examples of Site templates in SharePoint include: collaboration (team) sites, communication sites, organization sites, wiki sites, blank sites, and publishing sites.

Configuration and customization[edit]

Web-based configuration[edit]

SharePoint is primarily configured through a web browser. The web-based user interface provides most of the configuration capability of the product.

Depending on your permission level, the web interface can be used to:

Manipulate content structure, site structure, create/delete sites, modify navigation and security, or add/remove apps.

Enable or disable product features, upload custom designs/themes, or turn on integrations with other Office products.

Configure basic workflows, view usage analytics, manage metadata, configure search options, upload customizations, and set up integration.[26]

SharePoint Designer[edit]

Main article: SharePoint DesignerSharePoint Designer is a semi-deprecated product that provided 'advanced editing' capabilities for HTML/ASPX pages, but remains the primary method of editing SharePoint workflows.

A significant subset of HTML editing features were removed in Designer 2013, and the product is expected to be deprecated in 2016–7.[27]

Microsoft SharePoint's Server Features are configured either using PowerShell, or a Web UI called "Central Administration". Configuration of server farm settings (e.g. search crawl, web application services) can be handled through these central tools.

While Central Administration is limited to farm-wide settings (config DB), it provides access to tools such as the 'SharePoint Health Analyzer', a diagnostic health-checking tool.

In addition to PowerShell's farm configuration features, some limited tools are made available for administering or adjusting settings for sites or site collections in content databases.

A limited subset of these features are available by SharePoint's SaaS providers, including Microsoft.

Custom development[edit]

The SharePoint Framework (SPFx)[28][29] provides a development model based on the TypeScript language. The technical stack is Node.js, Yeoman, Gulp, NPM, and Webpack. It is the only supported way to customize the new modern experience user interface (UI). It has been globally available since mid 2017. It allows a web developer to step into SharePoint development more easily.

The SharePoint "App Model", later renamed to the "Add-in model" provides various types of external applications that offer the capability to show authenticated web-based applications through a variety of UI mechanisms. Apps may be either "SharePoint-hosted", or "Provider-hosted". Provider hosted apps may be developed using most back-end web technologies (e.g. ASP.net, NodeJS, PHP). Apps are served through a proxy in SharePoint, which requires some DNS/certificate manipulation in on-premises versions of SharePoint. Microsoft announced the retirement of the Add-in model in November 2023 with an end-of-life date set to April 2026).[30]

The SharePoint "Client Object Model" (available for JavaScript and .NET), and REST/SOAP APIs can be referenced from many environments, providing authenticated users access to a wide variety of SharePoint capabilities.[31]

"Sand-boxed" plugins can be uploaded by any end-user who has been granted permission. These are security-restricted, and can be governed at multiple levels (including resource consumption management). In multi-tenant cloud environments, these are the only customizations that are typically allowed.

Farm features are typically fully trusted code that need to be installed at a farm-level. These are considered deprecated for new development.

Service applications: It is possible to integrate directly into the SharePoint SOA bus, at a farm level.

Customization may appear through:

Application-to-application integration with SharePoint.

Extensions to SharePoint functionality (e.g. custom workflow actions).

'Web Parts' (also known as "portlets", "widgets", or "gadgets") that provide new functionality when added to a page.

Pages/sites or page/site templates.[31]

Server architecture[edit]

SharePoint Server can be scaled down to operate entirely from one developer machine, or scaled up to be managed across hundreds of machines.[32]

Farms[edit]

A SharePoint farm is a logical grouping of SharePoint servers that share common resources.[33] A farm typically operates stand-alone, but can also subscribe to functions from another farm, or provide functions to another farm. Each farm has its own central configuration database, which is managed through either a PowerShell interface, or a Central Administration website (which relies partly on PowerShell's infrastructure). Each server in the farm is able to directly interface with the central configuration database. Servers use this to configure services (e.g. IIS, windows features, database connections) to match the requirements of the farm, and to report server health issues, resource allocation issues, etc...

Web applications[edit]

Web applications (WAs) are top-level containers for content in a SharePoint farm. A web application is associated primarily with IIS configuration. A web application consists of a set of access mappings or URLs defined in the SharePoint central management console, which are replicated by SharePoint across every IIS Instance (e.g. Web Application Servers) configured in the farm.

Site collections[edit]

A site collection is a hierarchical group of 'SharePoint Sites'. Each web application must have at least one site collection. Site collections share common properties (detailed here), common subscriptions to service applications, and can be configured with unique host names.[34] A site collection may have a distinct content databases, or may share a content database with other site collections in the same web application.[32]

Service applications[edit]

Service applications provide granular pieces of SharePoint functionality to other web and service applications in the farm. Examples of service applications include the User Profile Sync service, and the Search Indexing service. A service application can be turned off, exist on one server, or be load-balanced across many servers in a farm. Service Applications are designed to have independent functionality and independent security scopes.[32]

Administration, security, compliance[edit]

SharePoint's architecture enables a 'least-privileges' execution permission model.[35]

SharePoint Central Administration (the CA) is a web application that typically exists on a single server in the farm; however, it is also able to be deployed for redundancy to multiple servers.[32] This application provides a complete centralized management interface for web and service applications in the SharePoint farm, including AD account management for web and service applications. In the event of the failure of the CA, Windows PowerShell is typically used on the CA server to reconfigure the farm.

The structure of the SharePoint platform enables multiple WAs to exist on a single farm. In a shared (cloud) hosting environment, owners of these WAs may require their own management console. The SharePoint 'Tenant Administration' (TA) is an optional web application used by web application owners to manage how their web application interacts with the shared resources in the farm.[32]

Compliance, standards and integration[edit]

SharePoint integrates with Microsoft 365 (previously known as Microsoft Office).

SharePoint uses Microsoft's OpenXML document standard for integration with Microsoft Office / 365. Document metadata is also stored using this format.

SharePoint provides various application programming interfaces (APIs: client-side, server-side, JavaScript) and REST, SOAP and OData-based interfaces.

SharePoint can be used to achieve compliance with many document retention, record management, document ID and discovery laws.[36]

SharePoint is compatible with CMIS – the Content Management Interoperability Standard, using Microsoft's CMIS Connector.

SharePoint by default produces valid XHTML 1.0 that is compliant with WCAG 2.0 accessibility standards.

SharePoint can use claims-based authentication, relying on SAML tokens for security assertions. SharePoint provides an open authentication plugin model.

SharePoint has support for XLIFF to support the localization of content in SharePoint.[37] Also added support for AppFabric.

History[edit]

Origins[edit]

SharePoint evolved from projects codenamed "Office Server" and "Tahoe" during the Office XP development cycle.

"Office Server" evolved out of the FrontPage and Office Server Extensions and "Team Pages". It targeted simple, bottom-up collaboration.

"Tahoe", built on shared technology with Exchange and the "Digital Dashboard", targeted top-down portals, search and document management. The searching and indexing capabilities of SharePoint came from the "Tahoe" feature set. The search and indexing features were a combination of the index and crawling features from the Microsoft Site Server family of products and from the query language of Microsoft Index Server.[38]

GAC-(Global Assembly Cache) is used to accommodate the shared assemblies that are specifically designated to be shared by applications executed on a system.

Versions[edit]

Successive versions (in chronological order):

Office Server Extensions

SharePoint Portal Server 2001

SharePoint Team Services

Windows SharePoint Services 2.0 (free license)

SharePoint Portal Server 2003

Windows SharePoint Services 3.0 (free license)

Microsoft Office SharePoint Server (MOSS) 2007

SharePoint Foundation 2010 (free), SharePoint Server 2010 (commercial extension for Foundation), and SharePoint Enterprise 2010 (commercial extension for Server)

SharePoint Foundation 2013 (free), SharePoint Server 2013 (extension on top of Foundation), and SharePoint Enterprise 2013.

SharePoint Online (Plan 1 and 2).

SharePoint Server 2016 and SharePoint Enterprise 2016.

SharePoint Server 2019 and SharePoint Enterprise 2019.

Changes in SharePoint 2010[edit]

Changes in end-user functionality added in the 2010 version of SharePoint include:

New UI with Fluent Ribbon, using wiki-pages rather than 'web-part pages' and offering multi-browser support.

New social profiles, and early social networking features

Central Administration rebuilt.

Restructure of "Shared Service Providers" – Introduction of "Service Applications" SOA model.

Sandboxed Solutions and a client-side object-model APIs for JavaScript, Silverlight, and .NET applications

Business Connectivity Services, Claims-based Authentication, and Windows PowerShell support

Changes in SharePoint 2013[edit]

Cross-browser drag & drop support for file uploads/changes, and Follow/Share buttons

OneDrive for Business (initially SkyDrive Pro) replaces MySites and Workspaces.

Updates to social network feature & new task aggregation tool.

Database caching, called Distributed Cache Service[39]

Content-aware switching, called Management

Audit center (service called eDiscovery)

Rebuilt and improved search capabilities

Removal of some analytics capabilities

UI: JSLink, MDS, theme packs. No more WYSIWYG in SharePoint Designer (visual mode disabled, pages can be edited only in text mode, by directly modifying the source code, usually in ASP.NET or Javascript / CSS / HTML).

Changes in SharePoint 2016[edit]

Sources:[40][41]

Hybrid Improvements

Single Sites View

Unified Search

Search Sensitive Information in Hybrid Search

Unified UI (O365)

Performance, Scaling & Deployment Improvements

Search Scaling Capabilities

Site Collection Enhancement

Deterministic View Threshold – Removing 5000 Limit

Durable Links and Large Files Support

Deployment Improvements

MinRole

Zero Downtime Patching

Changes in SharePoint 2019[edit]

Sources:[42]

Modern sites and page layouts

Communication sites

Large File Support, Character Restrictions, and File/Folder Names

Changes in SharePoint Subscription Edition (SE)[edit]

Sources:[43][44]

Authentication and Identity Management

Support for OpenID Connect (OIDC) 1.0

Enhanced People Picker for modern authentication

Improved Integrated Windows authentication over TLS

Deployment and Upgrade

Support for Windows Server 2022

Support for Windows Server Core

Support for "N – 2" upgrade from SharePoint 2016 and SharePoint 2019 (and Project Server 2016 and 2019)

AppFabric Cache integration

Farm Administration

Support for host header bindings on Central Administration web application

Support for Server Name Indication (SNI) for host header bindings

Support for changing web application bindings

Easier AAM configuration for Central Administration

Federated service applications support "N – 2" consuming farms (SharePoint 2016, 2019, and Subscription Edition)

Support for client certificate authentication to SMTP servers

Health and Monitoring (new Health Analyzer rules)

Certificate notification contacts haven't been configured

Upcoming SSL certificate expirations

SSL certificates are about to expire

SSL certificates have expired

Hybrid

Better integration with Power Apps and Power Automate

Improved hybrid search troubleshooting

Search

Search result page modernization

Support for returning list content in the modern results page

Thumbnails in the modern search result page

Security

SSL certificate management

Support for TLS 1.3

Strong TLS encryption by default

Improved ASP.NET view state security and key management

Sites, Lists, and Libraries

Accessibility improvements

Brick layout for document library thumbnails and image gallery web part

Bulk check-in and check-out

Bulk file download from document libraries and OneDrive personal sites

Image and document thumbnails in document libraries and picture libraries

Modern list and library web parts support adding, editing, and deleting content

Modern document sets

Storage

New BLOB storage provider: Remote Share Provider

Remote Share Provider diagnostic tool

See also[edit]

Enterprise portal

List of collaborative software

List of content management systems

References[edit]

^ "Hardware and Software Requirements for SharePoint 2019". Microsoft TechNet. Microsoft Corporation. July 24, 2018. Retrieved October 23, 2018.

^ "System requirements for SharePoint Server Subscription Edition". Microsoft Documentation. Microsoft Corporation. November 2, 2021. Retrieved January 24, 2022.

^ "Install or uninstall language packs for SharePoint Servers 2016 and 2019". Microsoft Docs. Microsoft Corporation. Archived from the original on December 18, 2018. Retrieved December 17, 2018.

^ "Microsoft SharePoint APKs". APKMirror.

^ "Microsoft SharePoint". App Store. July 18, 2023.

^ Oleson, Joel (28 December 2007). "7 Years of SharePoint - A History Lesson". Joel Oleson's Blog - SharePoint Land. Microsoft Corporation. MSDN Blogs. Archived from the original on 13 August 2011. Retrieved 13 August 2011.

^ Spataro, Jared; Microsoft 365, Corporate Vice President for (December 8, 2020). "Over 200 million users rely on SharePoint as Microsoft is again recognized as a Leader in the 2020 Gartner Content Services Platforms Magic Quadrant Report". Microsoft 365 Blog. Retrieved March 27, 2022.{{cite web}}: CS1 maint: numeric names: authors list (link)

^ "What's deprecated or removed from SharePoint Server 2016". technet.microsoft.com. Retrieved November 8, 2016.

^ "SharePoint 2010 Editions Comparison -Sites". Microsoft SharePoint 2010 Marketing Website. Microsoft. Retrieved August 13, 2011.

^ "SharePoint 2010 Editions Comparison - Communities". Microsoft SharePoint 2010 Marketing Website. Microsoft. Retrieved August 13, 2011.

^ "SharePoint 2010 Editions Comparison - Content". Microsoft SharePoint 2010 Marketing Website. Microsoft. Retrieved August 13, 2011.

^ "SharePoint 2010 Editions Comparison-earch". Microsoft SharePoint 2010 Marketing Website. Microsoft. Retrieved August 13, 2011.

^ "SharePoint 2010 Editions Comparison -Composites". Microsoft SharePoint 2010 Marketing Website. Microsoft. Retrieved August 13, 2011.

^ "SharePoint 2010 Editions Comparisondfdf534". Microsoft SharePoint 2010 Marketing Website. Microsoft. Retrieved August 13, 2011.

^ "SharePoint Online – Collaboration Software". products.office.com. Retrieved July 24, 2016.

^ "Compare SharePoint Plans and Options". Microsoft Office. Microsoft. Retrieved January 29, 2015.

^ "Microsoft FastTrack". fasttrack.microsoft.com. Retrieved July 24, 2016.

^ "Start Building a SharePoint Governance Plan in the Real World | Sharegate". January 7, 2014. Retrieved July 24, 2016.

^ "Microsoft Graph with SharePoint Framework". Tatvasoft. January 28, 2019. Retrieved February 4, 2020.

^ "SharePoint – Team Collaboration Software Tools". Microsoft Office. Retrieved May 19, 2015.

^ Rand Group (April 22, 2020). "SharePoint versus Network File Share (NFS)". Retrieved April 22, 2020.

^ "Five remote work problems Microsoft 365 solves". Linktech Australia. February 4, 2022. Retrieved June 11, 2022.

^ , Lisa Dusseault (2007). Dusseault, L. (ed.). "HTTP Extensions for Web Distributed Authoring and Versioning (WebDAV)". tools.ietf.org. doi:10.17487/RFC4918.

^ SharePoint 2013 development overview. Msdn.microsoft.com (July 16, 2012). Retrieved on 2014-02-22.

^ "Introduction to Content Types". msdn.microsoft.com. Retrieved May 19, 2015.

^ Video: Ribbon highlights In SharePoint 2010. Microsoft Office website. Microsoft. November 30, 2010.

^ "Ignite 2015 Announcement – There will be no SharePoint Designer 2016 - Eric Overfield". May 11, 2015. Retrieved May 19, 2015.

^ "What is the SharePoint Framework (SPFx)?". Voitanos. October 6, 2020.

^ "8 Best Practices in SharePoint Framework (SPFx) Development". TatvaSoft. November 9, 2020.

^ "SharePoint Add-in model retirement + other services unpacked". Voitanos. December 12, 2023.

^ a b SharePoint 2010 for Developers. SharePoint website. Microsoft Corporation. Retrieved August 13, 2011.

^ a b c d e "Logical architecture components (SharePoint Server 2010)". Technet. Microsoft. Retrieved August 13, 2011.

^ "MSDN Conceptual Overview". October 20, 2016.

^ "Host-named site collection architecture and deployment (SharePoint 2013)". Retrieved April 25, 2017.

^ Holme, Dan. "Least Privilege Service Accounts for SharePoint 2010". SharePoint Pro Magazine. Penton Media. Retrieved August 13, 2011.

^ McNelis, Zack. "SharePoint 2010 – Compliance Everywhere". Technet Blogs - Zach McNelis. Microsoft. Retrieved August 13, 2011.

^ Kate Kelly, Jesus Barrera Ramos, and Marcus Reid. October 16, 2012. XLIFF in SharePoint 2013. Presentation at FEISGILTT 2012.

^ "Sharepoint History". MSDN. Microsoft corporation. October 5, 2009. Retrieved December 2, 2010.

^ How-To Videos – Microsoft Office. Microsoft.com. Retrieved on February 22, 2014.

^ "New and improved features in SharePoint Server 2016". technet.microsoft.com. Retrieved September 19, 2016.

^ "New Features in SharePoint 2016 – Overview – Centillion Technology Systems". April 6, 2016. Retrieved September 19, 2016.

^ "Announcing General Availability of SharePoint Server 2019". techcommunity.microsoft.com. October 22, 2018. Retrieved October 23, 2018.

^ "SharePoint Server Subscription Edition General Availability". techcommunity.microsoft.com. November 2, 2021. Retrieved November 2, 2021.

^ "New and improved features in SharePoint Server Subscription Edition". docs.microsoft.com. November 2, 2021. Retrieved November 2, 2021.

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SharePoint Roadmap

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HomeSharePoint/HybridWhat is Microsoft SharePoint? A Beginner's Guide

SharePoint/Hybrid

What is Microsoft SharePoint? A Beginner’s Guide

By Hunter W.

11/20/2020

Looking for beginner-friendly advice on SharePoint site design? Click here for 3 must-know best practices.

In the several years I’ve been working in the Microsoft SharePoint and Office 365 space, I’ve often come across people from my former techie years who have been in IT for decades but never even heard of SharePoint. Taking that as inspiration, I’ve finally decided to start a series covering the basics of SharePoint as a friendly introduction for new users. We’ll also be sure to cover some of the principles on how to manage SharePoint and Office 365 in a later post!

Below are some of the most basic Q&A’s that I get regarding SharePoint and its purpose and capabilities. I hope you find these helpful!

What is Microsoft SharePoint?

SharePoint is a collaboration system that uses workflow applications, “list” databases, and other web parts and security features to empower business teams to work together. SharePoint also gives the company using the platform the ability to control access to information and automate workflow processes across business units.

What is SharePoint Online?

The Microsoft Cloud version of SharePoint, SharePoint Online, has many additional integration capabilities with other cloud applications. It is paired in functionality with many of the other offerings Microsoft packages with an Office 365 or Microsoft 365 license.

What Are the Benefits of Using SharePoint?

SharePoint enables increased productivity and visibility for information workers across all verticals, in businesses large and small. The features of SharePoint are centered around an intranet-based cross-collaboration experience that enables secure sharing, content management, and workflow collaboration features, among many others.

For a website-based collaboration platform SharePoint is easy to maintain and, at its fundamental level, easy for business users to understand. It is also infinitely customizable and massively scalable, there are many different ways that businesses utilize the platform to realize increased productivity and return on investment.

Ready to make the move to SharePoint? Accelerate your transformation with AvePoint Fly.

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What Is SharePoint Used For?

SharePoint has been integral in the past 17 years in increasing working efficiency in Fortune 500 companies as an “Intranet” platform that crosses all business sectors. The many features of the platform make it much easier for people to work together on ad-hoc projects and establish standard business processes for information sharing, document publishing, and recording data.

Features like security controls, co-authoring, versioning, and integration with Exchange (Outlook Email Applications) give business users the capability to do more in less time and maintain the integrity of the work they produce. SharePoint includes the ability to:

Require approval on documents before they are visible

“Check out” documents to prevent any other authoring or editing on them

Get notifications when documents are uploaded or changes are made

Make workflows using if/then logic to automate actions such as moving or emailing documents, and recording information

All of these features enhance the productivity of business users, but the thing that SharePoint really does better than prior document collaboration systems is display information about what information/documents are stored and why.

It is extremely easy in SharePoint to require that “metadata,” or information about data (like modified time, created by, etc., but also custom ‘tags’ on documents or items) so that workers can better understand why a document may exist and why it is important without having to open it. SharePoint even allows users to create custom databases in an easy-to-use format, and record thousands of pieces of information that can be integrated into the previously mentioned workflows or other business processes.

What is a SharePoint App?

Apps in Microsoft SharePoint are integrations that add features to the standard collaboration spaces on the platform. Some apps are out of the box and come with the platform, but there are many others that add features and options that do not come with the regular SharePoint platform. These could be anything from a library where users can store and share documents and files, to calendar plug-ins, to powerful workflow apps like Nintex, which enable many repeatable logical actions in SharePoint with ease.

How is SharePoint Useful for Collaboration?

SharePoint provides a web-based space where users can upload a document to immediately be shared with other people that need to see it. They can also have their own personal storage space called OneDrive, where no one can see a document or file they upload until they “share” or allow access to that document with other users.

This makes enabling a segment of co-workers to see a published document a one-step process–but it doesn’t have to be. The approval and workflow features mentioned above can control how documents are shared and how employees work on information in their organizations.

Links to shared documents or collaboration spaces can also easily be sent via email, making it easy for users to be quickly directed to exactly what they want to see.

Organizations frequently use SharePoint to publish company-wide information such as HR documents, announcements, and memos.

How Can SharePoint Be Used for Content Management?

SharePoint enables many ways to add metadata to files for sorting, organizing and keeping track of the content owned by businesses. More importantly, as a platform, SharePoint can force tags onto content as business users upload them to collaboration spaces. They can also make end users provide metadata about documents as part of this process.

Once the content and metadata is in the platform, SharePoint empowers organizations with workflow tools to automate:

Processes based on information given by end users

Content life cycle tools to enable records disposition

Disposal of information based on business policies

A majority of Fortune 500 companies have relied on the SharePoint platform for more than a decade, and the SharePoint ecosystem is a multi-billion dollar industry. With the new capabilities of SharePoint Online as part of the Office 365/Microsoft 365 Cloud Application, as well as tie-ins to services like Flow, Office 365 Groups and Teams, SharePoint and SharePoint-based services are increasingly relevant across all industry verticals.

What is a SharePoint Farm?

Simply defined, a SharePoint farm is the collection of servers that work together to fill the SharePoint roles, to make SharePoint work. If you’re not familiar with that term, think of roles as different jobs that each require particular skills. Once you’re ready to set up SharePoint, you configure each server in your farm to perform one or more roles.

A fitting analogy for roles is a team working together toward a common goal (yay collaboration!). For example: a restaurant crew. In a restaurant, you have the host to seat patrons, the waiter who takes the patron’s order and ultimately brings them their meal, and the kitchen staff who prepare the meal. Eliminate the host and the patron never gets a seat. Lose the server and the patron never gets to place an order, eat, or even get a lousy glass of water.

You get the idea. Of course, one person could fill all of those roles – like in a small coffee shop where the person behind the counter takes your order, tells you to sit anywhere, and then butters and brings you your bagel. This only works if the place isn’t flooded with customers, though, as that one person would get overwhelmed quickly. Your farm servers work the same way, where a single server can play all the roles, or you can spread the roles out across multiple servers for better performance.

In SharePoint, there are three roles (formally defined in the SharePoint installation wizard alongside a few new roles for SharePoint Server 2016). These roles are the Web Front End (WFE), Application Server, and Database Server.

What’s New With SharePoint 2019?

In today’s modern workplace, employees have high expectations and demand the latest collaboration features. SharePoint 2019 responds to this demand by featuring enhanced Team and Site Pages as well as making messaging and sharing information with teammates easier than ever.

Pages work with modern web parts, allowing users to easily customize their page by embedding videos, incorporating feeds from Yammer, adding documents and including images

Lists and libraries have a modern look and feel with faster interaction, easy column management, better displays for mobile browsers and informative insights. Excitingly, they can also calculate and highlight what’s most important for the user. For example, if you are putting together a list on the total addressable market of different regions, the list may highlight the outliers at the top and bottom in different colors.

There are also some cool new communication tools, like the Team News and Communication sites. Communication sites are a place to share news, showcase a story, or broadcast a message to other people. Users can easily create communication sites for themselves from SharePoint Home without needing to contact IT.

Of course, allowing all users to easily create sites in an ungoverned fashion can also create sprawl and information issues. Admins will want to carefully consider how to deploy this feature and examine third party tools such as AvePoint’s Governance Automation that can help them retain control while also empowering their users.

AvePoint, for example, uses this feature for its GTM Central site where we have consolidated all the collateral our sales teams need to effectively communicate and advise customers. It is a well-designed, one-stop-shop also containing features like an internal product release blog, event calendar, library of market research, and more. AvePoint can easily feature the latest blogs or updated content in the site news, so our sales team is always up to date.

Now sharing documents and links with teammates and contacts within your organization is easier than ever, especially in Collaboration Sites. And, with the upgraded experience, you are automatically notified if you are:

Sharing to a big group;

Including lots of items or;

If you may be sharing beyond your intended audience.

With three straightforward permission levels to choose from, SharePoint 2019 is a great on-premises alternative to companies seeking the effortless sharing taking place in cloud office solutions.

Streamlined Experience Across Mobile and Desktop

It might seem obvious to say that empowering mobile workers is becoming more important than ever, but this trend has only been increasing over the past few years. With SharePoint Server 2019, users can more easily access and engage with the organization’s intranet thanks to improvements to the SharePoint mobile app experience.

There are also improved sync clients for OneDrive for Business, ensuring users can access the documents they need from anywhere, on any device. This opens up solutions for organizations to sync files from Office 365 and SharePoint on-premises to a laptop, pushing collaboration to the next level for office and mobile workers.

Expanded Opportunities for Customization

One of the things we’re most excited to see—and expect most customers will be excited to see, too—is the expanded customization available in SharePoint Server 2019.

The new platform can integrate with Power Apps and Flow, so creating custom workflows and adding new solutions to the environment is a cinch. (Note: Power Apps/Power Platform licenses are required for this functionality).

Flow and Power Apps (now Power Platform) empower end users to discover and implement customizations as they need them, whereas previously, they needed to submit a ticket and wait for the customization to be coded. For example, with Flow and PowerApps, you can build an Expense Approval using a point-and-click app design that leverages modern lists and libraries within SharePoint. From there, you can easily publish to the web, iOS, Android, and Windows 10.

SharePoint admins will be excited to hear this new integration is a great option for transforming existing InfoPath forms into a more modern environment. This allows you to better prepare for the inevitable InfoPath depreciation.

Just deploy the Microsoft on-premises data gateway to use Flow and PowerApps for your SharePoint 2019 deployment. And if that’s not exciting enough, you can also use this gateway to empower your File Shares, SQL, and other data sources with modern capabilities delivered from the cloud.

What’s more, customers using legacy versions of SharePoint might find there are apps available to address whatever custom-coded solutions their organization may need.

Previously, an admin might build or deploy a code-based solution into SharePoint. Now, the admin can leverage SharePoint Add-Ins.

Ultimately, this means the SharePoint environment will be easier to customize, less cluttered with code, and more stable when updates are installed. However, this requires the removal of Sandbox Solutions to align developers with any future-focused SharePoint Framework.

Enhanced Hybrid Solutions

When it comes to using a hybrid solution with SharePoint Online, SharePoint Server 2019 makes the integration between the two systems even more seamless. For example, the search function has an improved layout in SharePoint Server 2019, with intuitive filters and real-time search results as users type their query, and results are grouped for easier navigation.

Another example of seamless hybrid integration is the user redirection to their OneDrive storage in Office 365—which was introduced in earlier versions—and the custom tiles under the so-called waffle icon in the upper left corner.

SharePoint 2019 will continue to provide the hybrid Taxonomy feature, which was introduced in SharePoint 2016 Feature Pack 1. This will help administrators maintain only one central Managed Metadata term store for use across cloud and on-premises deployments.

Extended Compliance Capabilities

If you used the SharePoint 2016 data loss prevention (DLP) and Compliance Center features, you were immediately confronted with a gap between what you saw in Office 365 and what you had in your environment.

Sensitive content types seemed to be small in comparison with what was found in Office 365, depending on the advanced keyword query language (KQL) in eDiscovery. This made it very difficult to apply policies to new sites or gain visibility over any detected sensitive content. With the hybrid capabilities in 2019, administrators can finally benefit from automatic content detection, central reporting for incidents, and sensitive content types.

Administrators will now be able to search for sensitive information in real-time and apply policy templates to control and monitor their content and align with regulatory standards from different industry segments and geographies.

The Tip of the Iceberg

The aforementioned updates are just the tip of the iceberg with SharePoint Server 2019. For example:

Files up to 15 GB in size can be uploaded

Files names can now include the special characters “#” and “%” and their entire allowed URL character limit is increased to 400

End users will love the new PDF viewer or the recycle bin improvements that enable them to restore personal files other colleagues have deleted

These are only a few examples decision-makers, admins, and end users can be thrilled about and why they will love the next SharePoint on-premises version.

Looking for another beginner-friendly Microsoft SharePoint tutorial? Read our post on 3 SharePoint Site Design Best Practices for Beginners!

Subscribe to our blog for more expert tips on how to use SharePoint. 

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Hunter W.​Hunter Willis has been in web development, SEO and Social Media marketing for over a decade, and entered the SharePoint space in 2016. Throughout his career he has developed internal collaboration sites, provided technical and strategic advice, and managed solutions for small to large organizations. In addition, Hunter has served as a strategy consultant for many companies and non-profits in the Richmond area.

7 COMMENTS

Kalejaiye Kehinde

02/17/2022 At 09:34

I believe it is better to customize and have metadata in an Organization’s sharepoint rather than just using the filing structure.

Is SharePoint a good tool to use as an Electronic Document Management System by Document Controllers (where documents are populated, revised, reviewed, issued with a transmittal).

Reply

Syakroni

06/21/2022 At 08:37

thank you, the information is very helpful

Reply

Rajat Singh

07/08/2022 At 08:01

I am beginner in sharepoint environment, and this article, already solved many queries.

Reply

habeeb

08/24/2022 At 05:11

I like your explanation of topic and ability to do work.I really found your post very interesting

Reply

Ahmed

02/24/2023 At 06:32

good work

Reply

Hetal Mehta

03/30/2023 At 02:58

Thanks for sharing this content

Reply

Naren Singh

03/30/2023 At 08:48

Nice Article!

Reply

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