SharePoint Online User Interface
2016 / May 4, 2016
|Operating system||Windows Server 2008 R2 and Windows Server 2012|
|Platform||x64 / ASP.net 4.5|
|Available in||Basque, Bulgarian, Catalan, Chinese, Croatian, Czech, Danish, Dutch, English, Estonian, Finnish, French, Galician, German, Greek, Hebrew, Hungarian, Hindi, Italian, Japanese, Kazakh, Korean, Latvian, Lithuanian, Norwegian (Bokmål), Polish, Portuguese, Romanian, Russian, Serbian (Latin), Slovak, Slovenian, Spanish, Swedish, Thai, Turkish, and Ukrainian|
|Type||Content Management Systems|
SharePoint Foundation: Freeware
Other editions: Trialware
SharePoint is a web-based application that integrates with Microsoft Office. Launched in 2001, SharePoint is primarily sold as a document management and storage system, but the product is highly configurable and usage varies substantially between organizations.
Microsoft states that SharePoint has 160 million users across 75,000 customer organizations.
- 1 Editions
- 2 Applications
- 3 Content Structure
- 4 Configuration and customization
- 5 Server Architecture
- 6 Administration, Security, Compliance
- 7 History
- 8 Related Software and Competitors
- 9 See also
- 10 References
- 11 External links
There are various different editions of SharePoint which have different functions:
SharePoint Server is provided to organizations that seek greater control over SharePoint's behavior or design. This product is installed on the customer's IT infrastructure. It receives less frequent updates, but has access to a wider set of features and customization capabilities. There are three editions of SharePoint Server: Standard, Enterprise, and Foundation (free) which was discontinued in 2016. These servers may be provisioned as normal virtual/cloud servers, or as hosted services.
Microsoft SharePoint Standard builds on the Microsoft SharePoint Foundation in a few key product areas.
- Sites: Audience targeting, governance tools, Secure store service, web analytics functionality.
- Communities: 'MySites' (personal profiles including skills management, and search tools), enterprise wikis, organization hierarchy browser, tags and notes.
- Content: Improved tooling and compliance for document & record management, managed metadata, word automation services, content type management.
- Search: Better search results, search customization abilities, mobile search, 'Did you mean?', OS search integration, Faceted Search, and metadata/relevancy/date/location-based refinement options.
- Composites: Pre-built workflow templates, BCS profile pages.
SharePoint Standard licensing includes a CAL (client access license) component and a server fee. SharePoint Standard may also be licensed through a cloud model.
Built upon SharePoint Standard, Microsoft SharePoint Enterprise features can be unlocked simply by providing an additional license key.
Extra features in SharePoint Enterprise includes:
- 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.
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.
Microsoft's hosted SharePoint is typically bundled in Microsoft Office 365 subscriptions, but can be purchased outright. 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. Currently, additional capabilities include:
- 'NextGen Portals'
- Microsoft Delve & Sway
- Yammer Integration & Office 365 Groups
- Integration with Outlook Web App
- Newer versions of Online Office Document Editor Tools
- Small business web publishing capabilities
- Removal of various file size/number limitations
Missing capabilities include
- Some search & UI customizations
- Web publishing capabilities
- Full Tenant Administration options
- Service Application administration options
- ability to change files on server
- ability to read error logs
N.B. Changes in SharePoint Online are listed on the Office Roadmap.
SharePoint usage varies from organisation to organisation. The product encompasses a wide variety of capabilities, most of which require configuration and governance.
The most common uses of the SharePoint include:
Enterprise Content and Document Management
SharePoint allows for storage, retrieval, searching, archiving, tracking, management, and reporting on of electronic documents and records. Many of the functions in this product are designed around various legal, information management, and process requirements in organisations. SharePoint also provides search and 'graph' functionality. SharePoint's integration with Microsoft Windows and Microsoft Office allow for collaborative real-time editing, and encrypted/information rights managed synchronization.
Intranet 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).
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. Groupware in SharePoint is based around the concept of a "Team Site".
File Hosting Service (Personal Cloud)
SharePoint 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 which Microsoft's implementation doesn't. Only Windows XP to Windows 8 are supported.
Custom Web Applications
SharePoint's custom development capabilities provide an additional layer of services that allow rapid prototyping of integrated (typically line-of-business) web applications. 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 with encapsulated and managed to access to resources such as corporate user data and document data.
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 & App-Parts
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.
Lists, Libraries, Content, and "Apps"
A SharePoint library stores and displays files and folders.
A SharePoint list stores and displays data items.
Each item in a library or list is a content item. Examples of content items include "Document" - which may have a "Name", "Contact" - with contact information fields, or "Sales Invoice" - with fields such as "Total" and "Customer ID".
Content Types are definitions (or types) of items. These definitions describe things like what metadata fields a Document, Contact, or 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.
In SharePoint 2013, in some locations, Lists and Libraries have been renamed 'Apps' (despite being unrelated to the "SharePoint App Store"). In SharePoint 2016, some of these were renamed back to Lists and Libraries.
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, wiki sites, blank sites, and publishing sites.
Configuration and customization
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.
SharePoint 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.
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.
- The SharePoint "App 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.
- "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 customization's 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.
SharePoint Server can be scaled down to operate entirely from one developer machine, or scaled up to be managed across hundreds of machines.
A SharePoint farm is a logical grouping of SharePoint servers that share common resources. 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 (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.
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. A site collection may have a distinct content databases, or may share a content database with other site collections in the same web application.
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.
Administration, Security, Compliance
SharePoint's architecture enables 'least-privileges' execution permission model.
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. This application provides a complete centralized management interface for web & service applications in the SharePoint farm, including AD account management for web & 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.
Compliance, standards and integration
- SharePoint integrates with Microsoft Office.
- SharePoint uses Microsoft's OpenXML document standard for integration with Microsoft Office. Document metadata is also stored using this format.
- SharePoint can be used to achieve compliance with many document retention, record management, document ID and discovery laws.
- 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. Also added support for AppFabric.
|Search Server||An enterprise search platform based on the search capabilities of SharePoint. A Freeware Express edition was once available.||Discontinued|
|FAST Search Server 2010 for SharePoint||Search product that can be implemented on SharePoint Foundation||Discontinued|||
|SharePoint Designer||A free, client-side customization and configuration tool for SharePoint||Deprecated|
|Microsoft Visio||A diagramming tool which can be used to design SharePoint Workflows. Can be added to an Office 365 subscription.||Active|
|Microsoft Office||Desktop, Mobile, and Tablet-based Office Productivity Suite. Also available for Mac. Included in some Office 365 plans.||Active|
|Office Web Apps||Web-based, online, cross-browser compatible versions of Excel, Word, PowerPoint and OneNote. Directly Integrate with SharePoint.||Active|
|Microsoft Project Server||An extension to SharePoint providing integration with Microsoft Project||Active|
|Microsoft Project Online||An extension to Office 365 providing integration with Microsoft Project||Active|
|Microsoft Project||A client-based project planning tool which can be connected to a SharePoint task list for task and gantt-chart sharing. Comes with Project Online.||Active|
|Power BI||An extension for Office 365 or SharePoint providing advanced Business Intelligence capabilities||Active|
|Microsoft Exchange Server||A mail server that integrates with Microsoft SharePoint. Included in 365.||Active|
|Skype for Business||A client and server that provide VOIP telephony integration, IM, conferencing, and video/screen-sharing. Integrates with SharePoint for presence. Included in 365.||Active|
|Yammer||A cloud-only enterprise social network that connects and closely integrates with SharePoint and is included in Office 365.||Active.|
|Microsoft Dynamics CRM||A CRM system with SharePoint & Office 365 Groups integration. On-premises or 365 tenant deployment options.||Active|
|InfoPath Forms Services||Allows InfoPath forms to be hosted in a SharePoint web site and served via web browser||Deprecated|
|Excel Services||A server technology included in SharePoint 2010 and SharePoint 2007 that enables users to load, calculate, and display Excel 2010 workbooks on SharePoint Server 2010||Active|
|SharePoint Workspace||A client-side SharePoint site synchronization component included in Microsoft Office 2010 (Professional Plus edition and higher).||Discontinued|
|OneDrive for Business||A client-side file synchronization component included in Microsoft Office 2013-16 and available for free download.||Active|
|OneDrive for Mac||A client-side file synchronization component available for free download.||Active|
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.
Successive versions (in chronological order):
- SharePoint Portal Server 2001
- SharePoint Team Services (2002)
- SharePoint Services 2.0 (free license) - SharePoint Portal Server 2003 (commercial release)
- SharePoint Services 3.0 (free license) - plus Office SharePoint Server 2007 (commercial extension)
- SharePoint Foundation 2010 (free) - plus SharePoint Server 2010 (commercial extension for Foundation), and SharePoint Enterprise 2010 (commercial extension for Server)
- SharePoint Foundation 2013 (free) - plus SharePoint Server 2013 (extension on top of Foundation), and SharePoint Enterprise 2013.
- SharePoint Online (Plan 1), and SharePoint Online (Plan 2)
- SharePoint Server 2016 - plus SharePoint Enterprise 2016.
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.
- Business Connectivity Services, Claims-based Authentication, and Windows PowerShell support
- 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
- 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 WYSIWYG in SP Designer.
- 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
- Zero Downtime Patching
Related Software and Competitors
|Enterprise Content Management||Personal Cloud for Business||Intranet & Corporate Social Network||Web Content Management|
|All major competition is open-source.
For more see: List of CMS
|Tool Name||Released by||Description|
|Actionspace||Actionspace||Designed to help teams organize and track their work|
|BlackPearl||K2||Workflow Automation for Forms and Data|
|Cloudkit365||Acceleratio||Manage and generate reports based on SharePoint usage|
|Colligo Contributor for SharePont||Colligo Contributor||Solves usability and user experience challenges|
|ConceptClassifier||Concept Searching Limited||Generate compound term metadata, auto-classifies content to taxonomies, and eliminates end user tagging|
|Content Cammandar||BoldBrick||File Manager for SharePoint and Office 365|
|DocAve Software Platform||AvePoint||Governance and infrastructure management platform|
|DocuSign for SharePoint||DocuSign||Securely send, sign, and track documents|
|LMS365||ELearning Force||Learning management systems for Sharepoint|
|Migration||Metalogix Software||Solution to deliver everything form the simplest to the most complex SharePoint migrations|
|Muhimbi||Muhimbi||PDF Conversion for SharePoint, Office 365 and InfoPath|
|Nintex||Nintex||Workflow Automation platform|
|PortalWorX||Iconics||Create and manage custom manufacturing portals, business portals, and visualization dashboards|
|Sharegate||Sharegate||Manage, migrate and Secure SharePoint and Office 365|
|TeacherDashboard||Axis12||Assignment and assessment management for academic-based usage|
|Vidyard for SharePoint||Vidyard||Easily upload and manage your video library natively within SharePoint|
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