SharePoint as a File Server

10/05/17

We think replacing your file server with SharePoint is an idea worth considering. Ged outlines all you need to think about before you make the switch.

Using SharePoint to replace your file server might seem like a great idea… and it is! However, there are a few things you need to consider before you take the plunge.

SharePoint Features

SharePoint offers several features above and beyond that which you may be used to when using a normal file server. Including...

Organising who has access to what

Whilst permissions can be set at the library, subfolder and file level on a SharePoint library, this can quickly become difficult to manage and audit, so we would recommend having more libraries than you probably currently have network shares. We would then recommend setting one set of inherited permissions for the whole library and not to try and lock down individual files and subfolders to certain people. You will also need to understand the different permission types which include full control, editor, contributor and read only – to name but a few.

Accessing Libraries

Unlike the traditional file server there are a number of ways you can access your files on SharePoint...

1. Web

Your SharePoint library is accessible via your web browser. Log in to Microsoft Office 365 portal and click the SharePoint tile. You can browse the site and libraries you have access to. Right click a file to select “Open in Word” (or Excel, PowerPoint etc.). For none Microsoft Office Documents, you will need to download the file and then open it.

2. Windows Explorer

You can open a SharePoint library in Windows Explorer by clicking on the “library” tab at the top left of the library and selecting the “Open with Explorer” option. This is only available in Internet Explorer and will not work in Edge, Chrome, FireFox etc.

3. Network Places

You can add a link to the Windows Explorer window in My Computer. First open the library in Windows Explorer as per the previous section and copy the location from the address bar. Now go to This PC and right click on some blank space under Network Locations. Click “Add a network location” and follow the instructions to add a custom network location. When it asks you for the internet or network address, paste the location you copied above. Give it a useful name and this will create a shortcut under your Network Places.

4. One Drive Sync Client

If you have the latest version of the One Drive Sync Client (the executable is called onedrive.exe, the old version is called groove.exe) you can click on the “Sync” button in the library menu in your browser (as per opening in Windows Explorer, except it should work in most browsers this time). This will sync a copy of the whole library to your local computer.

Please note however, if your library is configured with the check in/check out option, or your files have additional properties associated with them, your local copies of the files synchronised with OneDrive will be read only. Not only will you have to save any changes to a different location locally, if you open any files through any of the previous methods, it will recognise you have the library synchronised, open your local copy and it will still be read only. To save changes, you’ll either have to close the One Drive Sync client or save the file to a different local location (e.g. your desktop) and then manually upload it back to the SharePoint library through your browser, confirming you want to overwrite the previous document.

Next Steps

As with all changes to the way we work, planning the change carefully will ensure that it goes more smoothly. Consider the structure and the options that will help your organisation the most, whilst considering the limitations that these might impose. Get a select number of enthusiastic staff to test working on some files and see what problems they face. Finally give some basic training to your staff to help them understand the benefits and how to use SharePoint. Without this, it is likely your staff will fall out of love with SharePoint pretty quickly and it will be harder to win them round in the long run.

let's start the ball rolling

Fill in the form or use the contact details below and we’ll get our expert team to put together a package that’s personal to your business.

hello@resolve.co.uk
0114 299 4050