SharePoint 2010 Boot Camp Course SP01; 4 Days, Instructor-led

Transcription

1 SharePoint 2010 Boot Camp Course SP01; 4 Days, Instructor-led Course Description In this four day hands-on SharePoint Boot Camp you will learn the "big picture" of SharePoint 2010 from an expert SharePoint practitioner/instructor. Our comprehensive approach provides you with all the key learning objectives you need to know to plan, implement, customize and manage your SharePoint 2010 implementation. SharePoint Boot Camp is the perfect training course for anyone who wants to cover the core concepts of SharePoint 2010 Governance, Administration and Customization in a single course. Course Objectives SharePoint 2010 Structure Central Administration Tool Creating and Customizing Lists Working with Libraries SharePoint Designer Customizing with Web Parts Built-In Workflows, Customized Customizing Templates Security, Management, Profiles Customized Metadata Tools, applications and skills required Utilizing SharePoint's full capabilities Customizing SharePoint Navigation Building custom views with Data View Web Parts Customizing SharePoint Master Pages Creating workflows for automation Using InfoPath forms in SharePoint Using SharePoint 2010's Built-in Workflows Creating Customized Workflows with SharePoint Designer Business Connectivity Services SharePoint Web Parts SharePoint Modifications Creating a Governance Plan and Team Business Objective and Technical Alignment Defining Site Procedures SharePoint Versions and Features Defining Information Architecture Determining the Roles and Responsibilities

2 Audience SharePoint Administrators SharePoint Power Users and Content Managers Web Designers Web Developers Project Managers System Managers IT Directors IT Management Course Outline SharePoint Introduction 1. Introducing SharePoint 2010 What is SharePoint? SharePoint History 2. Differences Between SharePoint 2007 and Differences Between SharePoint 2010 Editions Windows SharePoint Foundation SharePoint Server for Intranet Deployments SharePoint Server for Internet/Extranet Deployments 4. Understanding SharePoint Features What Stayed the Same? New Features of SharePoint 2010 Upgraded Features in SharePoint Integration with Microsoft Office 2010 Integration Features Compatibility with Microsoft Office Versions 6. SharePoint 2010 Requirements OS and Software Requirements Database Requirements Minimum Recommended Configuration 7. Choosing Between SharePoint Versions 8. The New SharePoint Designer What is SharePoint Designer? Limiting Access to SharePoint Designer Using SharePoint Designer Modifying Site Settings SharePoint Customizations The Workflow Designer Creating BCS Definitions Understanding SharePoint Governance 1. What is Governance? Governance Best Practices Creating a Governance Team 2. Creating a Governance Road Map Define Your Vision and Objectives Identify Your Technical Requirements

3 Identify Your Business Requirements Understanding Your Audience Identify Risks and Concerns Defining an Information Architecture 1. Site and Structure Hierarchies Top Sites Site Collections Subsites 2. Security and Permissions Structure Understanding SharePoint Security Inherited and Unique Permissions Customizing User Roles 3. SharePoint Navigation Top Link Bar Quick Launch Bar Breadcrumb Navigation Customizing Navigation 4. SharePoint Elements Lists Document Libraries Portal Architecture and SharePoint Overview 1. What is the SharePoint Foundation? 2. Introducing Microsoft SharePoint Server Planning Content Structure The Four Content Levels Site Collections Sites Lists and Libraries Folders 4. Managing Content Creating New Site Collections Managing Site Collections Using the Web Interface Using SharePoint Designer Creating Subsites Using the Web Interface Using SharePoint Designer Managing Subsites Using the Web Interface Using SharePoint Designer Lab I - SharePoint Site Structures Create a site collection using SharePoint's web interface Create a subsite using SharePoint's web interface Modify site navigation for your site collections Open your newly created site with SharePoint Designer

4 Create a new SharePoint site with SharePoint Designer SharePoint Lists 1. What are Lists? Columns Items Views 2. Out-of-the-Box Lists Creating Lists Working with Lists 3. Custom Lists Importing Lists from Excel Creating Custom Lists from Scratch 4. Extending Lists Creating Columns Creating Views Managed Metadata Lab II SharePoint Lists Creating and Editing Lists Changing List Views Working with List Data Importing Data into Lists Exporting List Data Working with List Data in External Applications SharePoint Libraries 1. What are Libraries? 2. Understanding the Out-of-the-Box Library Templates Document Library Form Libraries Picture Libraries Slide Libraries Report Libraries 3. Working with Libraries Uploading Documents to a Library Working with Library Documents Check-In/Check-Out Version Control 4. Customizing Document Libraries Customizing Metadata Creating Custom Views 5. Managed Metadata Lab III SharePoint Libraries Creating New Libraries Uploading Files Checking In and Checking Out Files

5 Working with Version Control Customizing Library Metadata Modifying Library Views Synchronizing Files for Offline Use Site Tools and Content Customization 1. Content Types and Site Columns What are Content Types? Managing Content Types What are Site Columns? Managing Site Columns 2. Customizing Lists Creating Custom Columns Change Column Ordering Calculated Column Values and Formulas 3. Customizing Libraries Creating Custom Columns Change Column Ordering 4. Customizing Standard Views View Types Standard Datasheet Calendar Gantt Chart Creating Views Mobile Views 5. SharePoint Web Parts What are Web Parts? Web Part Pages Creating Web Part Pages with the Web Interface Creating Web Part Pages with SharePoint Designer Using Web Parts Adding Web Parts with the Web Interface Adding Web Parts with SharePoint Designer SharePoint's Default Web Parts Business Data Web Parts Content Rollup Web Parts Dashboard Web Parts Filter Web Parts Miscellaneous Web Parts Outlook Web Access Parts Site Directory Web Parts Default Web Parts Search Web Parts 6. Data View Web Parts What are Data View Web Parts Using the Data View Web Part 7. Document Sets

6 What are Document Sets Enabling Document Sets Creating Document Sets Lab IV - Customizing SharePoint Functionality Create several custom SharePoint lists Create a custom default view Enter data into newly created lists Create a new Web Part Page Insert Web Part Zones Use the Data View Web Part Connect multiple Web Parts Create a Content Type Create and Work with a Document Set Work with Managed Metadata User Management, Profiles, and SharePoint Socialization 1. User Profiles Synchronizing with Active Directory Creating User Profiles 2. Understanding MySites 3. SharePoint Socialization Tags Users Comments and Notes Socialization Web Parts 4. Finding Users Lab V - Working with Business Connectivity Services Creating and Modifying User Profiles Explore SharePoint's Socialization Features Use SharePoint Search to Locate Users SharePoint Workflows 1. Workflow Review What are Workflows? Why use Workflows? Determining the Need for Custom Workflows 2. Understanding SharePoint's Default Workflows Approval Disposition Approval Collect Signatures Collect Feedback Three-State-Workflow Lab VI - Working with Workflows Utilizing SharePoint's Built-In Workflows

7 Excel, Visio, Access, and Form Services 1. Excel Services Excel Services Overview Publishing Excel Workbooks Excel Data Connections 2. Visio Services Visio Services Overview Publishing Visio Documents 3. Access Web Services Access Web Services Overview Working with Access Databases Using SharePoint's Built-In Databases 4. InfoPath Form Services What is InfoPath? Why Use InfoPath? Creating Custom Forms Publishing InfoPath Forms Lab VII - Working with Excel, Visio, Access, and InfoPath Services Publish an Excel Workbook Publish a Visio Diagram Create an Access Web Database Publish an InfoPath Form to SharePoint SharePoint Search 1. SharePoint Search Features 2. Configuring and using Search 3. Advanced Search 4. File Types and Search Scopes 5. SharePoint's FAST Search Lab VIII SharePoint Search Exploring SharePoint's Search Features Configuring SharePoint Search Creating Search Scopes Scheduling Updates for Content Sources Resetting Crawled Content Configuring SharePoint Indexes Backup and Recovery 1. Backup and Recovery Considerations 2. Backup Procedures Backup of SharePoint Configuration Backup of SharePoint Sites Backup of SharePoint Databases 3. Recovery Procedures Recovery of SharePoint Configuration Recovery of SharePoint Sites

8 Recovery of Databases LAB IX SharePoint Backup and Recovery Backing up and Recovering SharePoint Configuration Backing up and Recovering SharePoint Site Collections Backing up and Recovering SharePoint Sites and Data Monitoring and Fine Tuning SharePoint Server 1. SharePoint's Built-In Monitoring Tools 2. Using Site Analytics 3. The SharePoint Best Practices Analyzer Lab X SharePoint Monitoring Examining SharePoint's Site Analytics Using the Best Practices Analyzer Introduction to SharePoint Designer What is SharePoint Designer? A Little SharePoint Designer History SharePoint Designer Requirements SharePoint Designer Licensing 2. Why Use SharePoint Designer? SharePoint Customization Overview Workflow Creation Overview 3. The SharePoint Designer User Interface Opening and Working with SharePoint Sites SharePoint Designer's Display Modes SharePoint Designer's Controls and Web Parts 4. Differences Between SharePoint Editions Master Pages Publishing Pages Layout Files Site Content Pages 5. Ghosting and Unghosting What are ghosted pages? The Disadvantages of unghosted Pages Lab XI Work with SharePoint Designer Familiarize yourself with SharePoint Designer Open you SharePoint site in SharePoint Designer Site Templates, Site Definitions, and Themes 1. Site Templates and Site Definitions What is a Site Template? What is a Site Definition? Comparing the Two 2. Customizing Site Templates Creating a Site Template with the Web Interface

9 Creating a Site Template with SharePoint Designer Adding a Site Template to the Site Template Gallery 3. Customizing List Templates Creating a List Template with the Web Interface Creating a List Template with SharePoint Designer Adding a List Template to the Site Template Gallery 4. Site Definitions The Out of the Box SharePoint Foundation Site Definitions SharePoint Server 2010 Site 5. Themes Understanding SharePoint Themes Applying a Theme 6. What are Master Pages? The Master Page Gallery 7. Modifying Master Pages Examine the Default Master Page Resetting a Site to Its Original Site Definition Creating a Copy of the Default Master Page 8. Content Pages The Page Layout Library 9. Working with Page Layouts Creating New Pages Based on a Master Page Lab XII - Sites Branding, Themes, and Master Pages Create and Export a Custom Site Template Examine a Site Template Package File Create a new site based on the newly created template Create and modify a custom theme Install and Apply a theme Make a copy of the default Master Page Customize the Master Page Create a custom CSS style sheet Create a layout page based on your custom Master Page Applying a custom Master Page Microsoft Office InfoPath 1. What is InfoPath? What is InfoPath? Why Use InfoPath? 2. Designing Custom Forms with InfoPath 2010 Understanding Form Design Elements Understanding Form Controls 3. Publishing InfoPath Forms Publishing InfoPath Forms to SharePoint Server 4. Submitting InfoPath Form Results Submitting Form Results to a SharePoint Library Submitting Form Results to a Web Service 5. SharePoint's Web Form Web Parts

10 6. Implementing Workflows to Process InfoPath Form Data Lab XIII - Working with InfoPath Working with Form Layouts Implementing InfoPath Controls Connecting InfoPath forms with Live Data Creating Multiple InfoPath Views Setting Form Properties Creating Custom Submit Actions Publishing InfoPath Forms to SharePoint Server Displaying InfoPath Form Data Utilizing Workflows to Automate InfoPath Form Data Processing Custom SharePoint Workflows 1. Understanding SharePoint's Default Workflows Approval Disposition Approval Collect Signatures Collect Feedback Three-State-Workflow 2. Creating Workflows with SharePoint Designer The Workflow Designer Workflow Initiation and Variables Understanding Conditions Workflow Actions Branching and Else/If Conditions 3. Creating Reusable Workflows in SharePoint Designer 2010 Why Reusable Workflows? 4. Creating Workflows with Visio 2010 Designing a Workflow Flowchart Creating a Workflow with a Flowchart Lab XVIII - Working with Workflows Utilizing SharePoint's Built-In Workflows Planning a custom workflow Creating a custom workflow in SharePoint Designer Exploring workflow branching, conditions, and actions Implementing a Custom Action for Workflows Using Microsoft Visio to Create Workflows Business Connectivity Services 1. What are Business Connectivity Services? Why Use BCS? Example Uses for BCS 2. Understanding the Elements of BCS Defining the Roles & Responsibilities for Business Connectivity Services Defining the Goal of the Application Documenting the Data Source

11 3. Working with BCS Data BCS Using BCS Data in SharePoint Applications Lab XV - Working with Business Connectivity Services Working with BCS Web Parts to display information from external applications Linking SharePoint Data to BCS Access Web Services 1. Access Web Services Overview 2. Working with Access Databases 3. Using SharePoint's Built-In Databases Lab XVI Working with Access Web Services Working with Access Web Services Creating an Access Web View Creating Access Reports Publishing Access Databases to SharePoint