This two-day instructor-led course provides students with the knowledge and skills that are needed to use and manipulate fundamental features of SharePoint Server 2010 and SharePointFoundation 2010. This course has been designed to introduce students to all core functions of SharePoint Server 2010 to gain a deeper insight of the capabilities and use of these functions and features. This information will assist you in effectively applying SharePoint technologies in a business environment.
This course is designed to provide Information Worker Professionals with no prior knowledge of SharePoint Products and Technologies. Students should be familiar with core Microsoft Office features and using web browsers such as Internet Explorer or Firefox, but are not required to have or know application administration skills or functions.
Upon course completion students will be able to:
- Identify new features and terminology of SharePoint 2010
- Identify and describe the collaboration needs in the enterprise and understand how SharePoint Products and Technologies address such needs.
- Understand and describe the use of basic collaboration through team sites, lists and libraries
- Understand and use collaborative and enterprise portals
- Implement a personal My Site and describe and manage social networking features
- Describe and define search components and use
- Understand, define and describe elements of documents, records, and web content management
- Identify and describe electronic forms' elements and use
- Define business intelligence and describe elements of business intelligence
This course is 50 percent lecture and 50 percent workshop.
Before attending this course, students must have:
- Working knowledge of Microsoft Windows XP, Windows Vista, or Windows 7.
- Working knowledge of Office System 2007 or Office 2010 products
- Understanding of web sites and using web browsers such as Internet Explorer
- Knowledge of previous or current versions of SharePoint is not required
The course materials, lectures, and lab exercises are in English. To benefit fully from our instruction, students need an understanding of the English language and completion of the prerequisites.
Module 1: Overview of SharePoint 2010
This module describes the current state of the information infrastructure that requires more intuitive and efficient management and how tools to help manage such deep pools of content become necessary for an organization to remain functional and efficient. This module also describes how SharePoint 2010-based technologies can facilitate the management of information in an organization by describing key elements of the tools available.
Lessons
What is SharePoint?
What is a Site?
What is a Workspace?
What are Web Pages?
What are Service Applications?
Windows SharePoint Foundation vs.SharePoint Server 2010
SharePoint Server 2010 Design Goals
Collaboration Using SharePoint
Portal Capabilities of SharePoint
Enterprise Content Management
Search Capabilities in SharePoint
Business Process with Forms
Business Intelligence Integrated into SharePoint
Understanding SharePoint 2010 Architecture
After completing this module, students will be able to:
Define and describe SharePoint 2010 technologies
Understand the purpose and use of sites and workspaces
Describe the core workspace services used by SharePoint 2010
Define the design goals of SharePoint 2010 and its key features
Module 2: Working with Team Sites
One of the most powerful elements of working with SharePoint is the Team Site, a collaboration unit shareable and securable in the infrastructure and built to manage and control information shared among members of a team using its features. This module discusses the basic nature and functionality of a SharePoint Team Site and how it can be used to manage information between members of a team.
Lessons
Team Site Components
What is the Home Page?
What are Web Parts?
What is Navigation?
Recycle Bin
What are Announcements?
What are Links?
What is a Calendar?
What are Tasks?
What is Team Discussion?
What is Shared Documents?
Other Team Site Content
Lab :Working with Team Sites
Examining and Navigating a Team Site
Using Default Content in a Team Site
Create and Test an Alert
Uploading and Using Documents
Deleting and Recovering Items
After completing this module, students will be able to:
Describe the basic layout and elements involved with a standard team site
Define and describe the foundational elements of navigating team sites
Describe the basic SharePoint features, such as Announcements, Links, Calendars and Shared Documents
Define key terms and concepts in reference to SharePoint Team Sites
Module 3: Managing Information with Lists and Libraries
This module explains how to use lists in SharePoint not directly visible in the home page or with several pre-configured out-of-the-box lists commonly used in SharePoint Team Sites. It also covers common actions taken with many lists in a SharePoint Team Site. This module also describes the purpose and use of the most common type of repository used in SharePoint, the Document Library. This module will discuss all basic features of a document library, including features related to information management. It will also discuss special-use document libraries available in SharePoint.
Lessons
What is a SharePoint List?
Types of Lists
List Actions and Settings
What are Alerts?
Really Simple Syndication in Lists
How Content Approval Works
What are Libraries?
Using Libraries
Types of Libraries
What is Document Versioning?
What is the Check-In\Check-Out Feature?
What is Metadata?
What is a Document Set?
Lab :Managing Information
Create, Assign and Manage Tasks
Provide Feedback
Maintain Updates
Add, Edit and Manage Documents
Create and Use a Wiki Page
Use a Picture Library
After completing this module, students will be able to:
Identify and define a SharePoint lists and the predefined lists included in SharePoint
Define common uses and functions with lists
Add to lists depending on list use, including contacts, tasks, and discussion boards
Set an RSS feed from a SharePoint list
Identify and define the core repository methods in SharePoint
Create and manage documents, including versions and metadata, in document libraries
Create ad hoc documentation in wiki pages
Use images in a picture library
Module 4: Using Enterprise and Personal Portals
This module describes the functions and applications related to the Collaborative Portal site template which allows portal and personalization features in SharePoint Server 2010. It also describes specific functions of the Sites Directory and the News site, as well as the Portal home page. The use and implementation of social networking features through personalized sites called My Site is also discussed. Also, the function, use, and features of enterprise search in SharePoint 2010are included in this discussion.
Lessons
What is a Portal?
Portal Features in SharePoint 2010
What is Content Targeting?
What is the Sites Directory?
What is My Site?
What is a User Profile?
What are Home and Public Views
Social Networking Features
What is a Blog?
Understanding Enterprise Search
What is Search Center?
What are Keywords?
Using Search
Lab :Using Portal Features
Using Portal Home Content
Viewing News and News Articles
Using the Sites Directory to Navigate
Create and Configure a My Site
Using My Information
Using and Examining Search
After completing this module, students will be able to:
Identify and describe the features of a Portal site
Understand and use content targeting through audiences
Describe and use features of the News site
Describe and navigate by the Site Directory
Identify and define features of a personal portal
Describe and define social networking and the technologies defined
Describe the key elements of enterprise search
Understand and describe how keywords highlight content
Module 5: Enterprise Content Management Technologies
With an ever-increasing load of documents and content, users need more powerful tools to manage massive quantities of data and still allow nimble management of information. This module discusses the key technologies to facilitate enterprise content management, including reusing content, initiating workflow, declaring and using records management, and using web publishing features built into SharePoint 2010.
Lessons
Document Management Features
What is Document Center?
What is a Content Type?
What is a Document Set?
What is Taxonomy?
What is the Document Information Panel?
What is a Workflow?
Records Management Features
What is Records Center?
The Official File Submission Process
What are Information Policies?
What are Holds?
What are Publishing Sites?
What is the Page Layout Model?
Web Page Editing Tools
What is Rich Client Authoring?
Lab :Using Content Management Technologies
Using a Managed Document Repository
Adding Document Metadata
Using Content Enabled Libraries
Implementing a Collaborative Document Workflow
Using a Records Center
Adding and Editing Web Page Content
Using Rich Client Authoring
After completing this module, students will be able to:
Describe the features and usage of document management in SharePoint
Describe and define the use of content type variance in an organization
Understand and use the document information panel
Describe and define key features of workflow
Understand and identify key features for managing records
Implement records for official use through designated means
Identify and define the elements of web publishing in SharePoint
Describe and define the web publishing tools in SharePoint
Understand and use document conversion
Module 6: Examining Business Solutions
Understanding business data and manipulating business data to yield the best results accurately and quickly allows business analysts to make better decisions faster. Business Intelligence has been built into SharePoint quick and easy access to a variety of data sources using tools like InfoPath and Data Connectivity Services. This module describes the key features involved with Business Intelligence and how SharePoint 2010collects data from various sources into one interface. Electronic forms have also become more pervasive as the forms have become more intelligent and can connect into almost any data source, providing an excellent and reusable user interface. This module describes how electronic forms can be implemented using InfoPath and how data sources can be accessed with SharePoint Designer 2010.
Lessons
Enhancing Business Process with Forms
What is Microsoft Office InfoPath?
How Forms are Accessed
Using Form Views
Centralizing Business Information
What is SQL Reporting Services?
What is a Visio Web Services?
What is Excel Web Access?
What are Performance Point Services?
What SQL Power Pivot?
What is Web Part Filtering?
What is the Business Connectivity Service?
What is SharePoint Designer 2010?
Lab :Examining Business Solutions
Accessing and Using a Form Library
Accessing Business Data
After completing this module, students will be able to:
Describe and explain key features related to business intelligence
Identify and define technologies to manipulate business intelligence
Identify and describe the use of Visio, Excel, and PerformancePoint Services
Identify and describe the use of electronic forms to business process
Define the elements in implementing forms in SharePoint
Describe basic features of form creation and management
Define how forms can be customized for various uses
