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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