The SharePoint Shepherd s Course for End Users

Transcription

1 3 Riverchase Office Plaza Hoover, Alabama Phone: Fax: Web: Course 50562A: The SharePoint Shepherd s Course for End Users Course Length: 2 Days Overview This two-day instructor-led course provides students with the knowledge and skills to use and administer Microsoft SharePoint 2010 sites. The course focuses on list and library management, building and managing publishing sites, and connectivity with Office 2007 and 2010 applications. Target Student This course is intended for both novice and intermediate users of SharePoint who have minimum experience with Windows and Microsoft Office (2007 or 2010). Objectives After completing this course, students will be able to: Understand the uses for and capabilities of SharePoint. Create lists and libraries for a variety of business uses. Manage views and other library and list properties. Create and manage publishing sites, including web part management. Administer sites and site collections. Course Outline Module 1: Introducing SharePoint This module explains the benefits of SharePoint, as well as the terminology and features of SharePoint What is SharePoint and why use it? Collaborating with SharePoint

2 2 Publishing with SharePoint Introduction to Personal Sites Getting Around SharePoint Lab: Getting Around SharePoint Navigating a SharePoint Site Creating an Alert After completing this module, students will be able to: Know what SharePoint is, including the new features in SharePoint Explain sites, workspaces, blogs and wikis. Be familiar with personal sites, such as My Site. Navigate in SharePoint. Module 2: Working with SharePoint This module explains how to work with SharePoint lists and libraries, create and manage publishing and wiki sites, and use Office to connect to SharePoint. Using Lists Using Libraries Creating Pages Managing Meetings Integrating with Office Lab: Using Lists Create a New Announcement Create a New Contact Start a New Discussion Reply to a Discussion Edit Discussions Delete Discussions Create a New List Item Attach a File to a List Item Edit a List Item Delete a List Item Edit a List View Add a List View

3 3 Edit a List in Datasheet View Recovering Items from the Recycle Bin Lab: Using Libraries Create a New Folder in a Library Add a File to a Document Library Check Out a Library Item Check In a Library Item Upload a Single Library Item Upload Multiple Library Items Lab: Creating Pages Create a Publishing Page Edit Page Content in Place Create a Content Page in Word Edit a Wiki Page Home Page Lab: Managing Meetings Create an Event Create a Recurring Event Create a Meeting Workspace Create Meeting Objectives Create a Meeting Agenda Invite Attendees Create a Things to Do List Create a Decisions List Lab: Integrating with Office 2007* Create a Document Workspace in Office 2007 Open and Save Documents from Office 2007 Open and Save Documents from Office 2007 Add Document Collaborators in Office 2007 Check Out a Document in Office 2007 Check In a Document in Office 2007 Connect to a Document Workspace in SharePoint Workspace Open and Save Documents from SharePoint Workspace Check Out Documents in SharePoint Workspace Check In Documents in SharePoint Workspace Sync Documents in SharePoint Workspace Edit SharePoint Workspace Synchronization Settings

4 4 Lab: Integrating with Office 2010* Open and Save Documents from Office 2010 Check Out a Document in Office 2010 Check In a Document in Office 2010 Connect to a Document Workspace in SharePoint Workspace Open and Save Documents from SharePoint Workspace Check Out Documents in SharePoint Workspace Check In Documents in SharePoint Workspace Sync Documents in SharePoint Workspace Edit SharePoint Workspace Synchronization Settings Trainers can select from either the Office 2007 or 2010 modules, depending on client need. After completing this module, students will be able to: Use and manage SharePoint lists. Work with SharePoint libraries. Create publishing and wiki pages. Manage meetings in SharePoint. Integrate SharePoint with Office 2007 or Module 3: Creating with SharePoint This module explains how to create content with SharePoint lists and libraries, as well as manage columns. Subsites will also be created and web part management will be explored. Creating with Lists Creating with Libraries Using Columns Creating Subsites Working with Web Parts Lab: Creating with Lists Create a Custom List Import a Spreadsheet to Create a List Create a Task List Accessing Earlier Versions of Items Create a Survey Preview Your Survey

5 5 Enable Survey Branching Send a Survey Link View Survey Results Complete Survey Results Assign a Workflow to an Item Save a List as a Template Lab: Creating with Libraries Create a Document Library Create a Picture Library Create a Form Library Add a Library View Accessing Earlier Versions of a Document Require Check-In/Out in a Library Start a Workflow Create an Approval Workflow Association Add Publishing Approvers Remove a Document Workspace Lab: Using Columns Create New Columns Editing Existing List Columns Delete List Columns Edit Library Content Types Lab: Creating Subsites Create a Wiki Page Home Page Allow Users to Create Different Subsites Create a Subsite Lab: Working with Web Parts Add a Web Part Add a Silverlight Web Part Implement and Configure Custom Content Query Web Parts After completing this module, students will be able to: Create content with lists, including surveys Create different forms of libraries, and manage the content within those libraries. Edit and administer list and library columns. Create wiki and publishing sub-sites. Add and configure web parts.

6 6 Module 4: Administration This module explains how to build personal sites, manage user groups and their permissions, and administer SharePoint sites. Building Personal Sites Managing User Groups and Permissions Site Administration Lab: Building Personal Sites Create a My Site Edit Your My Site Profile Add Colleagues to Your My Site Edit Public and Private Views Apply a Theme to My Site Lab: Managing User Groups and Permissions Create a New Group Assign Users to a Group Remove Users from a Group Edit Group Settings Remove a Group Manage Item Permissions Create a Custom Permission Level Lab: Site Administration Change a Site Theme Create a Site Theme in PowerPoint Apply a Site Theme from PowerPoint Customize Publishing Site Navigation Save a Site as a Template Recovering Items from the Site Collection Recycle Bin Install and Activate a Sandbox Solution Deactivate a Sandbox Solution After completing this module, students will be able to: Create personal My Sites. Manage user groups and their permissions. Perform basic site administration tasks in SharePoint.

7 7 Prerequisites Before attending this course, students must have these skills: Basic Windows knowledge. Basic Microsoft Office (2007 or 2010) knowledge.