Course Outline
Module 1: Introduction to Microsoft SharePoint 2010
This module explains the high-level functionality of SharePoint and how it fits into the Enterprise.
Lessons
- Common collaboration challenges
- Common solutions for collaboration challenges
- Reasons for failure of common solutions
- Business needs that SharePoint addresses
- SharePoint’s integration in the Enterprise
After completing this module, students will be able to:
- Answer the question, “What is SharePoint?”
- Explain SharePoint’s collaboration features
- Understand how SharePoint affects their day-to-day tasks
- Learn how SharePoint can integrate with other Microsoft Office applications
- Discuss applications that might be improved by using SharePoint
Module 2: Navigation in SharePoint 2010
This module explains how to find your way around a SharePoint site. It also introduces the student to the Search functionality included in SharePoint.
Lessons
- Introduction to the SharePoint user interface
- Navigating in the SharePoint portal
- Using Search to locate requested documents
- Using Search to locate people
Lab : Using the SharePoint User Interface
- Exercise 1: Examining Sites and Pages
- Task 1 – Examine the different sites available by using Tabs
- Task 2 – Examine the Quick Launch
- Task 3 – Use Breadcrumbs
- Task 4 – Use the Global Links Bar
- Exercise 2: Use Search
- Task 1 – Use search from the Team Site page
- Task 2 – Use search from the Search Center site
- Task 3 – Use People search
After completing this module, students will be able to:
- Understand the terminology and structure in SharePoint (e.g. sites, ribbons, menus, etc.)
- Use the navigation features in SharePoint
- Use the Quick Launch vs. the All Site Content to view available content
- Use SharePoint search to find documents
- Use SharePoint search to find people and skills
- How to refine search to make it easier to have relevant results
Module 3: Introduction to Sites and Site Templates
This module explains the structure and use of SharePoint sites in the Enterprise.
Lessons
- What is a SharePoint site?
- The SharePoint site hierarchy
- Site building blocks
- Bringing it all together: Site templates
After completing this module, students will be able to:
- Understand the different types of sites in SharePoint
- Use the building blocks in a site
- Use sub-sites
- Understand the functionality of site templates
- Understand the capability to create custom sites
Module 4: Working with SharePoint Lists
This module explains how information is stored in SharePoint.
Lessons
- What are Lists
- Types of Lists
- Entering Data
- List Views
- Lists and Outlook
Lab : Using Lists in SharePoint
- Exercise 1: Examine Existing Lists
- Task 1 – Examine the existing lists on the Quick Launch
- Task 2 – Examine the existing lists that are not available on the Quick Launch
- Task 3 – Use View All Site Content
- Exercise 2: Add, Edit, and Delete List Items
- Task 1 – Add items to the Contacts list
- Task 2 – Edit an item on the Contacts list
- Task 3 – Delete and restore an item from the Contacts list
- Exercise 3: Create List Views
- Task 1 – Create a new view for the Contacts list
- Task 2 – Add new items to the new view
After completing this module, students will be able to:
- Define what a SharePoint list is
- Define the different types of SharePoint lists
- Add, update, and delete information in a list
- Create custom views for a list
Module 5: Using Libraries in SharePoint
This module is going to take a closer look at the second way of storing information in SharePoint by using libraries.
Lessons
- What is a SharePoint library
- Types of libraries
- Working with data in a library
- Metadata and library views
Lab : Using Libraries in SharePoint
- Exercise 1: Examine Existing Lists
- Task 1 – Examine the existing libraries on the Quick Launch
- Task 2 – Examine the existing libraries that are not available on the Quick Launch
- Task 3 – Use View All Site Content
- Exercise 2: Add, Edit, and Delete Documents in a Library
- Task 1 – Add new documents to the Shared Documents library
- Task 2 – Edit a document in the Shared Documents library
- Task 3 – Delete and restore an item from the Shared Documents library
- Exercise 3: Create Library Views
- Task 1 – Create a new view for the Shared Documents library
After completing this module, students will be able to:
- Define what a SharePoint library is
- Define the different types of SharePoint libraries
- Add, update, and delete information in a library
- Create custom views for a library
Module 6: Using Workflows in SharePoint
This module provides an introduction to workflows in SharePoint. Workflows allow you to automate business processes.
Lessons
- What is a Workflow
- Workflow Advantages
- Built-in Workflows
- Using a Workflow
- Responding to a Workflow
- Tracking a Workflow
Lab: Using SharePoint Workflows
- Exercise 1: Use Workflows in SharePoint 2010
- Task 1 – Examine the existing workflows on the Shared Documents library
- Task 2 – Run the Approval workflow
- Task 3 – Respond to the Approval workflow
- Task 4 – Track the Approval workflow
After completing this module, students will be able to:
- Define what a workflow is
- Find the available workflows for a document or data
- Run a workflow
- View the status of a workflow
- Respond to a workflow request
Module 7: Creating Sites and Site Templates
The purpose of this module is to take a closer look at working with sites. In this module we will see how to create a new site, how to configure a site, and how to save changes in a new site template.
Lessons
- Site Collections
- Creating a Site
- Configuring a Site
- Creating a Site Template
- Using the New Site Template
Lab: Creating Sites and Site Templates
- Exercise 1: Create and configure a new team subsite
- Task 1: Create a new team subsite
- Task 2: Examine the site structure and site navigation
- Task 3: Change the site description and theme
- Exercise 2: Create a site template
- Task 1: Create a new site template
- Task 2: Create a new subsite based on the new template
After completing this module, students will be able to:
- Understand site collections and sites
- Create subsites
- Configure a subsite
- Save the subsite as a template
- Create new sites based on the custom template
Module 8: Create and Customize Lists
This module will look at five different areas that are available in SharePoint to configure your lists and make them more beneficial in your environment.
Lessons
- Customize Existing Lists using Columns
- Data Validation
- Use Audiences to Control List Display
- Create New Lists
- Examine List Settings
Lab: Creating Sites and Site Templates
- Exercise 1: Managing Columns – Using the Tasks list
- Task 1: Examine a column
- Task 2: Add validation
- Task 3: Plan a new column
- Task 4: Create a new column
- Exercise 2: Create New Lists
- Task 1: Create a new Calendar list
- Task 2: Create a new custom list
- Exercise 3: Configure a View
- Task 1: Change a default view
- Task 2: Remove the changes to the default view
- Exercise 4: Create a New View
- Task 1: Create a new view
After completing this module, students will be able to:
- Modify the structure of existing lists
- Customize individual columns
- Create new lists from a template
- Create new custom lists
- Customize existing views
- Create custom views
Module 9: Create and Customize Libraries
In this module we will re-visit some of the techniques for library management that are the same as the ones we used with lists. We will also learn about additional actions and additional settings that are available for libraries.
Lessons
- Plan for Document Libraries – type and usage
- Multiple Document Actions
- Add Metadata Columns
- Use Document Information Panel
- Create New Libraries
- Examine Library Settings
Lab: Creating Sites and Site Templates
- Exercise 1: Plan a New Library
- Task 1: Determine the location
- Task 2: Plan the type of library
- Task 3: Plan the processes
- Exercise 2: Create a New Library
- Task 1: Create a custom Document Library
- Task 2: Create a New Metadata Column
- Task 3: Add New Documents to the new Library
- Exercise 3: Add Ratings and Metadata Navigation to the Mission Readiness Library
- Task 1: Change the Settings and Add Ratings
- Task 2: Change the Settings and Add Metadata Navigation
- Task 3: Use Metadata Navigation
After completing this module, students will be able to:
- Identify the planning requirements for document libraries
- Add metadata to document libraries
- Create custom document libraries
- Work with document Ratings
- Work with Metadata Navigation
- Work with the Document Information Panel
Module 10: Working with Content Types
This module will introduce the functionality of content types, which allow you to create reusable definitions of your custom data.
Lessons
- What are Content Types
- How to Plan Content Types
- Creating a Content Type
- Content Type Advanced Settings
- Content Type DIP Settings
- Information Management Policy Settings
- Content Type Columns
- Assigning a Content Type
Lab: Working with Content Types
- Exercise 1: Creating and Using a Custom Content Type
- Task 1: Create a custom document template
- Task 2: Create a custom content type
- Task 3: Assign the custom document template to the custom content type
- Task 4: Create a required document library column
- Task 5: Assign the custom content type to a document library
- Task 6: Change the “New” menu option order
- Task 7: Test your changes
After completing this module, students will be able to:
- Define content types
- Create custom content types
- Create custom document templates
- Associate content types with document libraries and lists
- Change the “New” menu button on the ribbon
- Set disposition options for a content type
Module 11: List and Library Settings
This module explains the many advanced configuration settings available for lists and libraries.
Lessons
- General Settings
- Permissions and Management Settings
- Communications Settings
- Column Settings
- Views
- Document Library Settings
Lab: List and Library Settings
- Exercise 1: Change Configuration for an Existing List
- Task 1: Change name of an existing list
- Task 2: Examine advanced settings for a list
- Task 3: Open settings for the Tasks list
- Exercise 2: Configuring Advanced Features
- Task 1: Examine existing list functionality
- Task 2: Create a list of people
- Task 3: Modify a list to cross-reference the people list
- Exercise 3: Configure In-Place Information Management
- Task 1: Change information management policy settings for a list
After completing this module, students will be able to:
- Change display options for lists and libraries
- Use Advanced settings to customize lists and libraries
- Create lookup lists for data validation
- Create Information Management Policies for lists and libraries
Module 12: Security and Permissions
The purpose of this module is to gain an understanding of how security and permissions affect users in SharePoint.
Lessons
- Understanding Site Security and Permissions
- Permission Levels
- Groups
- Using Permissions
- SharePoint Security and Permission practices
Lab: Security and Permissions
- Exercise 1: Permissions
- Task 1: Exploring default Permission levels
- Task 2: Creating Custom Permissions
- Exercise 2: Permissions and Groups
- Task 1: Creating Custom Groups Using Existing Permission Levels
- Task 2: Adding Users to exiting groups
- Task 3: Editing permissions for existing groups
- Task 4: Checking Permissions
- Exercise 3 : Data Access and Inheritance
- Task 1: Creating an item with restricted access
After completing this module, students will be able to:
- Understand users and groups in SharePoint
- Use existing permission levels
- Create custom permission levels
- Create new groups and users
- Assign permissions to SharePoint objects
Module 13: Working with Workflows
In this module, you will learn about creating out-of-the box and custom SharePoint workflows.
Lessons
- Out of Box Workflows, Conditions, and Actions
- When to Create Custom Workflows
- Extending SharePoint Designer
- SharePoint Designer Steps
- Site/Global Workflows
- External Data
- Advanced Workflows
- Looping Workflows
Lab: Advanced Workflows
- Exercise 1: Create a workflow in SharePoint
- Task 1: Create an Approval workflow
- Task 2: Test the Approval workflow
- Task 3: Track the Approval workflow
- Exercise 2: Create a workflow in SharePoint Designer
- Task 1: Working with Version Settings
- Task 2: Create a simple workflow
- Task 3: Publish your workflow
- Task 4: Explore 2010 actions
- Task 5: Test your workflow
Module 14: Site Administration and Customization
The purpose of this module is to expand upon the topics presented in Module 7 by examining the various methods of customizing sites using out-of-the-box site settings.
Lessons
- Users and Permissions
- Galleries
- Site Administration
- Look and Feel
- Site Actions
- Reporting Services
- Work with Pages
Lab: Site Administration and Configuration
- Exercise 1: Managing Sites and Subsites
- Task 1: View the list of subsites under a site
- Task 2: View the subsites within a site collection
- Exercise 2: Create a Site Column
- Task 1: Create a site column for Transfer Date
- Task 2: Add the column to a Tasks list
Task 3: Add the column to a Documents library
- Exercise 3: Edit and Create Pages
- Task 1: Edit a page in the Decision Meeting Workspace
- Task 2: Create a new page on the Team Site
- Task 3: Add a link to the Quick Launch for the new page
- Exercise 4: Work with Several Site Settings
- Task 1: Work with some Site Settings
- Task 2: Examine the Web Analytics Reports
- Exercise 5: Delete Subsites
- Task 1: Delete a subsite using the Delete this Site page
- Task 2: Delete a subsite using the Sites and Workspaces page
Pre-Requisites
Before attending this course, students should have an understanding of Windows 7 and have experience using an intranet or the internet. They should also have experience using Microsoft Office 2007 and later.
