SharePoint 2010 Fundamentals Class Details

The SharePoint Fundamentals class presents all the essential SharePoint features and information organization decision points. The course does not require any prior knowledge of SharePoint. If you’ve already been working with SharePoint, the course will clear up areas that might be confusing and introduce you to a lot of not so obvious functionality. (class dates)

Course Overview
Outline

Core SharePoint features - sites and site collections, lists, columns, views, version control, notification mechanisms, web parts, search, personal sites, and user profiles.
How to manage security, site collection content, site templates, features, themes, and recycle bin
The importance of content types and their relationship to features such as site columns, workflows, information management policies, and content query web part
How to use InfoPath to design forms for SharePoint lists and libraries
How to use Excel to design and publish reports to Excel Services
How to use SharePoint Designer to change look and feel of SharePoint sites and create web parts that display information from various data sources
Out of box workflow management
How to create workflows in SharePoint Designer
How to use business data a features
How to use document sets and document ids for advanced document management
How to create a site collection mapped to organizational structure from start to finish

Part 1 - Fundamentals

Content Management / Site Collection Administration

1. Definitions, History, and Expectations

Definitions
History
Editions
How to Make SharePoint Successful

2. Sites, Lists, Versioning

Site Collection
Site
Navigation
List
- Columns
- Views
- Form Editing with InfoPath
Versioning

3. Pages, Web Parts, Themes

Site Pages
Web Parts
Themes

4. InfoPath Forms

Form design

Fields / columns
Visual layout

Two column layout
Four column layout
SharePoint themes

Logic
Rules
Validation
Hide / show controls
External data

List forms vs. form library

Digital signatures
Complicated schema -not all fields stored in SharePoint list
Sand box code

InfoPath Form Web Part

5. Office, Offline, Notifications, Personal Sites

Outlook – calendars, contacts, and tasks
Access -- web databases (SharePoint sites)
SharePoint Workspace – offline content
Excel Services - Business Intelligence Dashboards using web parts and filters

6. Notifications and User Profiles

List Alerts and RSS
User Profiles
Personal Content
Search

7. Security Authorization

Permissions and Permission Levels
Site Collection Administrator
Authentication vs. Authorization
What provides authentication
Who can assign permissions
SharePoint groups

8. Site Administration Tools

Manage Content and Structure Tool
Features
Recycle Bin
List and Site Templates
Usage Statistics

9. Project: Libraries and Lists

Setup Research Papers library with folders and metadata
Setup Area for Industry Clinic project management
Media Management - Picture and Video sharing and categorization using metadata

10. Advanced Information Management

Site Columns
Content Types
Content Type Use Cases
Information Management Policies
Workflows - Out of box

11. Project: Document Center Functionality

Document IDs
Document Sets
Link to Document and Document Navigation

12. SharePoint Designer for Site Administrators

Editing Look and Feel

Master/Content Pages
Editing List Forms using SharePoint Designer (vs InfoPath)

Data Form/View Web Part
Business Data Services

External Lists
External Content Types
Editing Forms

Workflows

Steps, Conditions and Branches.
Actions
Storage and Lookup Variables