SharePoint 2010 Power user
3 Days – Level 100
Course Outline
This 3-day class takes users who have never used SharePoint 2010 through introductory lessons on how to create and edit information in SharePoint. The course explains the purpose of SharePoint sites, how to navigate between sites and how to create and edit list items such as contacts and calendar events. The course also covers uploading and editing documents and the basic document management features of SharePoint 2010. The course also provides users who will be SharePoint 2010 site Administrators with the skills and knowledge to manage a SharePoint site and sub-sites. Students will learn how to create new sites and create new pages within sites as well as configuring navigation between pages within the site. The course explains how to customize the look and feel of a site using the administrative settings as well as how to manage security and information management policies for the site.
Skills Gained
After completing the course students will be able to: • Use SharePoint tools to find information • Store documents and data in a SharePoint site • Use My Site to store personal information and manage alerts • Use Office to collaborate through SharePoint • Create and configure sub sites • Administer site settings • Configure process automation through workflows
Target Audience
The class is designed for users who will be managing documents and other data in SharePoint as list administrators or site owners.
Prerequisites
Students attending this class should have basic skills in computer usage. Attendees should have literacy with basic document management, email, and Internet web browsing. Attendees should also be familiar with Microsoft Office applications, either the 2007 or 2010 versions.
1. SharePoint 2010 for the Information Worker
This chapter presents the basic framework in which the information worker performs functions within the SharePoint 2010 environment. Roles and responsibilities are defined in order to give context for information worker activities within SharePoint 2010. The basic architecture of SharePoint 2010, and the methods for interacting with the user facing elements of this architecture, are presented and explained. Key Concepts: roles and responsibilities; architecture; information worker tools
2. Navigating and Searching
This chapter gives an overview of the main navigational elements and search capabilities within SharePoint 2010. Students learn about navigational cues and how to use them to navigate in SharePoint 2010. Students also learn how to use the search features of SharePoint 2010 to find relevant information, and how to target searches for both content and people. Key Concepts: navigational awareness; navigation best practices; search; people search
3. Sharing Information Using SharePoint Contacts, Calendars, and Tasks Lists
This chapter introduces the use of calendars, contacts, and various other lists available with SharePoint 2010. The standard lists installed with SharePoint are identified and described. Students learn the basic means of managing lists, including adding/removing data, sorting and filtering, creating views, and exporting data to desktop applications for use in client applications. Key Concepts: standard lists; content repositories; customizable data storage; data visualization; data manipulation; access control
4. Sharing Documents Using SharePoint Libraries
This chapter presents the basic concepts related to the use and management of documents in SharePoint 2010. Students are exposed to various standard libraries with an explanation for the use of each library type. Best practices for document management are explained and emphasized. Students are shown how to create, upload, and update documents using document libraries and document sets. Key Concepts: document management; version control; contextual document storage; versioning; collaboration; access control; document sets
5. Customizing Information Presentation with Shared and Personal Views
This chapter explains how to use standard tools within SharePoint 2010 to create shared and personal presentations of information. The chapter explains the difference between shared and personal presentations of pages, web parts, and views. Students are taught methods to alter the way information is displayed in order to create functional interfaces. Key Concepts: presentation; shared views; personal views; views; web parts; pages
6. Connecting with Coworkers through Profiles
This chapter presents the social networking functionality available in SharePoint 2010. It gives an overview of ways for creating and managing social interaction using SharePoint My Sites, of how to share personal information, and how to work with information tagging. My Sites are demonstrated, illustrating capabilities for publishing blogs and managing various social assets such as tags and notes, colleagues, and memberships. Key concepts: information sharing; relationships; tagging; business organization
7. Using Microsoft Office 2010 with SharePoint 2010
This chapter highlights the integration points between Microsoft Office 2010 and SharePoint 2010 and notes some of the differences when working with Microsoft Office 2007. Students are shown how to perform standard office productivity tasks such as word processing, managing data, managing PowerPoint slide presentations, and more from the familiar Microsoft Office environment while interacting with SharePoint 2010 lists and libraries. Complementary methods for performing the same actions, either by browser or office applications, are compared. Students are given best practices for integrating Microsoft Office into the SharePoint environment Key concepts: business productivity; Microsoft Office integration; data management; desktop applications; complementary capabilities
8. Using Office 2010 Web Applications with SharePoint 2010
This chapter introduces and explains Microsoft's web application suite. Office 2010 Web Applications allow users to edit, manage, and create documents in a collaborative manner, without requiring the Office 2010 application suite. Students are shown how to work with in place and simultaneous editing of documents. PowerPoint broadcast is demonstrated. Key concepts: web applications; co-authoring; web based integration
9. Site Administration in SharePoint 2010
This chapter gives an overview of site administration in SharePoint 2010. It defines the context in which administrators work, the roles they fill as administrators, and the functions that they perform in each role. Further, the chapter defines the basic web site life cycle, and identifies the administrative and management tasks associated with particular stages of that life cycle. Key concepts: planning; SharePoint 2010 site administration tasks; site life cycle
10. Creating and Managing Sites and Sub sites
This chapter introduces and then examines in detail the basic site framework used in SharePoint 2010. Site creation, management, and disposition are illustrated, with an overview of basic SharePoint 2010 site templates. Students are given a working knowledge of the different site templates, as well as the requirements for managing sites created from each template. Key concepts: site templates; site life cycle management; site settings; site hierarchy
11. Customizing Site Look and Navigation
This chapter explains the techniques available for changing elements of the site interface. SharePoint 2010 includes the capability to modify site characteristics such as the site title, site icon, the general site color scheme, and the menus surfaced for site navigation. Best practices in the deployment of site navigation settings are discussed, with a focus on providing a consistent and intuitive navigational experience for site users. Key concepts: interface customization; navigation management; navigation best practices
12. Managing Site Administrative Settings
This chapter reviews the settings and galleries used in general site administration. The differences between Site Collection Administrative Settings and Site Administrative Settings are discussed. Students are shown how to manage such things as RSS, user alerts, regional settings, the term store, search and offline availability. The purpose of each gallery that comes with a new site is explained, and the means for managing gallery content is described. The differences in administrative settings resulting from different site templates are compared and demonstrated. Students are given an introduction to site monitoring and understanding the metrics related to site usage. Key concepts: galleries; RSS; site alerts; term store; site administration; site health; site usage; monitoring reports
13. Administering List and Library Settings
This chapter explains the basic management of lists and libraries that come with SharePoint 2010. An overview of standard lists and libraries is given, along with a review of the list/library life cycle process. Students are shown essential skills for managing lists and libraries, including the creation of columns, the use of views, and the implementation of document management best practices. Students learn how to enable versioning, check-in/check-out, and approval on document libraries. Key concepts: standard lists and libraries; collaboration best practices; views; metadata
14. Managing Metadata and Policies for Lists and Libraries
This chapter details key management settings for lists and document libraries. Students are shown how to navigate to and manage various features available in lists and document libraries such as column validation settings, ratings, metadata navigation settings, content types, and per location view settings. Students will also learn how to leverage content types to apply information management policies. Key concepts: managing lists and libraries; advanced configuration
15. Configuring SharePoint 2010 Workflows
This chapter provides an introduction to the out-of-the-box workflows in SharePoint, including Approvals, Collect Feedback, Three-State, Disposition Approval, and Web Analytics Workflows. Students are shown how to create workflows for lists, sites and content types, how to modify workflows, and check workflow status. Key concepts: site workflows; list workflows; reusable workflows; workflow status; business process
16. Managing Security with Permissions
This chapter gives students the fundamental capabilities for securing various elements of a SharePoint 2010 site infrastructure. Students are taught skills related to information security and how to apply these skills in the SharePoint setting. Best practices for security management are highlighted and illustrated. Key concepts: security; security groups; security management; access control
17. Content Management in SharePoint 2010
This chapter gives an overview of content management in SharePoint 2010, defining the basic concepts of Web Content Management and Enterprise Content Management. The context in which content managers work, the roles they fill, and the functions that they perform in each role are described and the tools available to the content manager are outlined and briefly described. Key concepts: roles and responsibilities; content management
18. Using SharePoint 2010 Web Content Management
This chapter introduces the use of publishing sites in SharePoint 2010. The basic characteristics of a publishing site are identified and explained. Site settings are explored to illustrate the control that publishing site managers have over content creation. Students learn the details of publishing tools and the publishing infrastructure. Students are also taught how publishing sites allow for the separation of content from design. Key concepts: content publication; publishing process; Subject Matter Experts; publishing sites
19. Creating and Managing Publishing Pages
This chapter explains the use of publishing pages within the context of a publishing site. Students learn about all facets of publishing pages and the publishing process, wherein pages are created, updated, approved and managed. The use of content-controlled publishing pages versus the use of wiki publishing pages in Enterprise Wiki sites is discussed. Key concepts: publishing page; master page; page layout; field controls; page settings; wikis
20. Configuring Workflows for Publishing
This chapter describes the use of workflows in the page publication process for publishing sites. Publishing sites have an integrated approval workflow, which aids in the management, timing, and editorial control of new page content. Students are shown the key elements of the workflow process, including how the approval workflow is launched, the stages of a page approval life cycle and how to assign approving entities. Additionally, students will learn how to customize the out-of-the-box approval workflow using SharePoint designer in order to better meet specific business needs. Key concepts: publishing approval; content life cycle; workflow automation; workflow customziation
21. Standardizing Information with Content Types
This chapter reveals a powerful tool for both web and enterprise content management. Content types are named elements which have associated settings such as metadata, workflows, document templates, and information management policies. Content types are based on an inheritance model which allows for reuse of defined business information or processes. Students are shown how to leverage content types to create standardization, uniformity, and manageability for enterprise information assets. Key concepts: standardization; enterprise content; inherited settings
22. Using Content Organization and Records Management for Document Control
The Content Organization feature allows content managers to set up mechanisms to centralize document collection, and automate the process of moving documents to the appropriate repositories using rules based upon content type and metadata. This chapter explains how to use a Drop Off library for the intake and dissemination of documents on a SharePoint site. Records Management allows document owners or curators to declare that a document is an official record, thus removing the ability to modify the document or its metadata. Students are taught the basic elements of records management, and are shown how to use the records management functionality in SharePoint 2010. Key concepts: rule based document management; centralized document submission; metadata and content type rule settings
23. Displaying Content with SharePoint 2010 Web Parts
This chapter explores the process of creating information displays using aggregated business data and standard SharePoint 2010 Web Parts. Dashboards are used for visualizing data in a manner that facilitates sound decision making, and for portraying complex information in a comprehensible, easy to understand way. Students learn how to construct such displays using SharePoint based data, charting, tabular data presentations, and filtering. Key concepts: display of enterprise content; data visualization; web parts; dashboards
24. Structuring, Auditing, and Recovering Content
This chapter describes the Site Content and Structure interface, content management with variations, auditing and reporting, and the recovery of deleted content. The Site Content and Structure interface allows for the centralized management of SharePoint assets, and contains specialized functions for a variety of operations such as the bulk check-in of documents. Site settings allow for the management of variations, auditing, and content recovery. Students are shown how to use Site Content and Structure, as well as the mechanisms for managing translation with variations, setting up auditing and reviewing audit reports, and for managing the two tiered data recovery process with the recycle bin. Key concepts: centralized site management; global site and content visualization; audit; multi-language sites; data recovery