Term store management, content editor and more

Using brackets to link between pages

​using [[two brackets back to back with words in between]] can create a link to another wiki page within your site.

Using site columns to re-use data

If you have information that you will be using among several lists or libraries, but not necessarily everyone in DSA will need this information, then it might be good for you to create a site column with prefilled information that you can use across many lists within your site.  Before I learned about term store management, I thought creating a choice column for Departments would be a good use. Other types of site columns might include years, types of documents, etc.

Using term store management to house reusable metadata

I keep hearing the term metadata and I am fascinated by it. I want to learn more about how exactly we can use this to manage our site. With the term store management feature I am starting to get a better grasp of it. For us here at DSA, using the term store manager to house the names of our departments and committees is a good start. We will also want to house other data here as we use nomenclature that is common among most departments. Human Resources, Assessment & Professional Development, and Finance, I can see these departments making good use of this feature.

The content editor can be your friend

One thing about SharePoint Online is that all the HTML code pretty much lives on Microsoft’s servers. One of our goals going forward is to brand our intranet a little more like the external websites we have, and that will require some indepth thinking and planning. For now however, we may need to fix a couple of things. We can use a content editor to house custom CSS, or even javascript. The instructor suggested we start with some customizations using this feature first, before we build out our sites.


Follow, Focus in, Alerts, Explore

There are a couple of features in SharePoint Online that may just make our lives a little easier.

The FOLLOW button

It shows up in the right hand side of your screen, and has a little star. It would be nice if the little star would be filled in if we’re already following the site, but alas, no such luck.

The FOCUS IN button

I’ve seen this little guy, but never knew what it was for. It shows up next to the FOLLOW button and it looks a little bit like the “full size” button you see on videos. What that little icon does, is get rid of all the menus and garbage on the screen, so that all you are left with is the content of the screen.

The alert me function

This feature is available in most lists and libraries, discussion lists, etc. and it lets you set an alert on that item, where you can get notified “immediately”, once a day, or once a week, if something changes in that list or page. The way you activate this feature is by clicking on the “List” or “Library” tab at the top of the page, and then choosing the Alert me button.

Open with Explorer function

This only works in Internet Explorer, so make sure you are in this browser. This lets you open your document library using Windows Explorer so you can add move a number of files at once, or if you like, you can just use it to double-click on a file to open it.

It’s nice to know we’re on the right track

I participated in the Unity Connect Free Online Conference this week. I didn’t find out about it until later in the week and thus didn’t have much time to participate, but I did want to watch a presentation tonight about how to get people to adopt SharePoint and learn more about it.
The gentleman who gave the presentation, Tom Duff (@duffbert), shared with us everything that his company had done to help people learn more about SharePoint. What’s interesting is that most of the things his company had done over time, we are starting with right off the bat. We’re building a training site, I have a blog, and we are starting monthly meetings for site owners. About the only things that they’re doing that we’re not (yet), is a biweekly conference call, and they turned their blog into a newsletter. Their training site is mostly videos, whereas mine is tutorials for now, but they shared with me the software they are using, and most of it is free, and one is a fairly low cost product. I plan on presenting this at work in the next few weeks, and I know that my Director would be quite willing to provide the “professional voice” we need for the introductions for our training videos.
It’s really nice to have all your hard work be validated as a good idea. I am excited!

Metadata, navigation, and more

The first day of Site Collection Administration class was spent learning some basic vocabulary:

Immediately doesn’t mean what you think it means

including that “immediately” means something very different to you and me, than it does in SharePoint. To us, “immediately” means “right away” or “this instant”. To SharePoint, it means “whenever I have a moment after my important jobs are finished,” generally speaking this means “sometime in the next 5-10 minutes.”


We at the DSA have what we call a publishing site collection, which means that our sites work slightly differently. For our navigation, our two options are GLOBAL (top bar navigation) and LOCAL (left side bar navigation). In non-publishing site collections, they would be referred to as top navigation and quick launch respectively.

Note to SPOCK: when you are asked by a SharePoint application if you want something to be added to Quick Launch, it means “left side bar navigation”.

Lists vs Libraries

It was nice to finally get cleared up what the difference is between a list and a library in lamens terms. A library has a mandatory file attachment, and the column data is often about the attached file. A list does not have a mandatory file attachment (although it can have a file attached in some cases). A list is data about anything.


Today was also metadata day. We need metadata to search, sort, and categorize our data and our files. If you want to be able to find something, you must use metadata in your daily lives.

We also talked about using folders in document libraries. Folders are not inherently bad, as they can help categorize. However, using too many folders makes things difficult to find and nesting folders within folders can make it almost impossible. Where possible and appropriate, use metadata to help you classify your documents.

Windows 10 – Where are the Start Menu shortcuts?

Oh… I want to share a quick peeve with you! Oh my gosh, this annoyed me SOOOOO much! In Windows 7, I could open the Start menu and use the right-click button to drag programs from the Start Menu to the quick launch bar.

Because the Windows 10 Start Menu is actually run by a database, the app links actually aren’t shortcuts. The database pulls the shortcuts from a different folder. So, right-clicking a “shortcut” from the Start Menu does NADA! ZIP!

I went to trusty Cortana. Actually, no I went to file explorer, and searched there for Start Menu. To my relief, the sneaky people at Microsoft had not renamed the Start Menu to something crazy.

For those of you looking for them, here are the paths for your Start Menu
Windows defaults: C:\Users\Default\AppData\Roaming\Microsoft\Windows\Start Menu\Programs
My installed programs: C:\ProgramData\Microsoft\Windows\Start Menu\Programs

Each time after I installed a program that I wanted to add to my quick launch, I had to go dig it up out of the Start Menu folders, so finally I was fed up and added the Start Menu folders to my “favorites” within File Explorer.

Later on in the day as I was installing new programs, I just let the programs add a shortcut to the desktop, and then toward the end of the day, I just did a right-click and drag to quick launch on those and chose MOVE to Quick Launch.

Windows 10 – backwards compatibility

Coming from Windows 7, Windows 10 is different in a couple of ways. With many people skipping Windows 8 and Windows 8.1, they may not realize how different Windows 10 really is.

I found that out quite quickly, when I was trying to install a couple of programs for which a Windows 10 version hadn’t yet been created.

I had to set the programs to run in Windows 7, which is fairly easy to do, once you know how. Right-click on the program file you want to run, and choose Properties. Then under the compatibility tab, choose Windows 7. For the most part it’s that simple.

For a number of programs, I just went ahead and downloaded the new version, including DropBox and EverNote. For others, I set the compatibility mode, and it seems quite happy. Just keep that in mind as you upgrade.

Windows 10

Background: my laptop was very sluggish. We were looking into needing to a “rip and strip” – format and start over. I hate rip and strip because there’s always something I forget to back up. So, I asked the IT director at work – what do I do about my slow machine? He suggested getting an SSD hard drive (solid state drive) and replacing my current hard drive with that. OK. So I got one for Christmas from my sweety, formatted it (very important), and then purchased Windows 10 to put on the drive.

I will attempt here to list everything I did to customize the Windows 10 experience for myself. This post may get amended as we go. I should have taken notes as I was doing this, but here goes.

  • Add Quick Launch
    • this is always my first task. I love my quick launch, mainly to keep inactive icons out of my work space (task bar), and also so I can open multiple instances of an application such as NotePad
    • to add the Quick Launch, right-click on the task bar and choose Toolbars, add New Toolbar. Choose the %UserProfile%\AppData\Roaming\Microsoft\Internet Explorer\Quick Launch folder.
    • once it was active, I turned off “show title” and “show text”
  • Add my most used programs to Quick Launch
    • Show desktop (well, quick launch already comes with it, but it’s one of my most-used features
    • Notepad
    • Calculator
    • File Explorer
    • Internet Explorer (which for some reason is hidden within a context menu somewhere)
    • Later I added various other programs that use most often, including Paint Shop Pro, EverNote, DropBox, OneDrive, Microsoft Office Suite, and my other browsers
  • Change the size of Cortana to be just the looking glass icon. I don’t like my task bar filled to the brim.
  • Changed the power settings for my laptop
    • Sleep settings: keep battery defaults, set sleep to never when plugged in
    • Power button: do nothing when plugged in
    • When closing lid: I initially set it to do nothing because I wanted the laptop to keep running while doing installs etc. But given that my laptop still gets hot, I set it back to sleep for now. I’ve been used to that with this laptop anyway.
  • Theme: I set it to Windows 10. Partially because I didn’t like the black screen with the blue window on it. It was too dark for me. Eventually, I am sure I will find another theme, but out of the box it only comes with 3 defaults and 3 high contrast – 3 of which feature a black background (Why??) and the white background one is a little too high contrast for me. So anyway the Windows 10 one has some pictures that it rotates through. Fairly seamless, quite pleasant.


  • Background: I didn’t just want a solid color – that’s too boring, but didn’t want to spend the time figuring this part out. I have it rotate through the pictures.
  • Colors: for now, I am letting Windows 10 pick an accent color. If that drives me nuts, then I will pick a color myself. I turned off task bar color: I prefer the black. I left the task bar transparent. It’s not too distracting, and gives it a little bit of interest. As a side note, I am surprised at my willingness to let Windows 10 features shine through. I used to be a Classic Windows through and through person.
  • Lock screen: I chose Background, and then the blue tunnel picture because it was the one with mostly the same colors. I may choose my own picture for that one day, but this one is pleasant. I didn’t like the default with the view of the beach from within a cave.
  • Start: I turned off full start screen – that would annoy the bejeezes out of me. Everything else I left on for now.

Desktop Icons:

I chose to turn off the desktop icons. While I was used to having them in the left corner of Windows 7, I mostly ever used My Computer, which I can find in File Explorer anyway. I may add them back at some point, but for right now, I like having a clean desktop with nothing on it.