"Charting the Course to Your Success!" MOC Microsoft SharePoint 2010 Site Collection and Site Administration Course Summary

Transcription

1 MOC Microsoft SharePoint Site Collection and Site Course Summary Description This five-day instructor-led Site Collection and Site Administrator course gives students who have SharePoint Owner permissions for a site the ability to manage, administer and modify a SharePoint site based on business needs and objectives. This course also provides the IT Business Analyst the necessary information to advise business units on which features are a best fit for their business processes. The course will provide students necessary information on SharePoint features and capabilities including how to implement and Best Practices for implementing the feature. The course will also focus on different aspects of Governance, Office integration, workflows, web parts and much more, helping students to understand the depth and breadth of SharePoint. Objectives At the end of this course, students will be able to: Create and modify SharePoint objects. Understand SharePoint governance at the site collection and site levels. Understand SharePoint planning principals. Understand Office and SharePoint integration. Modify SharePoint to improve the built-in search. Topics SharePoint General Overview SharePoint Environment Getting Started Organization and Development of SharePoint Sites Site Collections, Top Level Sites and Sites Creating and Modifying Libraries and Lists Managing Permissions for Users and Groups Site/Content Management and Collaboration Office Integration with SharePoint Audience Creating Consistency Across Sites Finding Information Using Search and Views Displaying Data with Web Parts in SharePoint Document Management through Workflows SharePoint Social Computing and Collaboration Administrating a SharePoint Site Collection and Site This course is intended for SharePoint Administrators, SharePoint Developers, Site Collection, Site Administrators and SharePoint Power Users who are tasked with working within the SharePoint environment. Prerequisites Before attending this course, students must have experience with: Windows XP, Vista, or Windows 7. Office 2003, 2007, or. Internet Explorer 7 or 8. Duration Five days PT8528_MOC50547MICROSOFTSHAREPOINT.DOC

2 MOC Microsoft SharePoint Site Collection and Site Course Outline I. SharePoint General Overview The SharePoint family of tools has expanded to include a wider variety of functionality that offers organizations a streamlined process and central location for document management, collaboration and information management. Module 1 provides an overview of the versions and functionalities. It also explains the site collection and site administrator roles. A. SharePoint Site Collection and Site Administrator Roles B. SharePoint Wheel C. Comparing SharePoint Versions D. Expanded Browser Capabilities II. SharePoint Environment Getting Started This module will cover basic information for Site Collection and Site Administrators. Having a basic set of terminology and getting the lay of the land will help to understand the rest of the course. A. SharePoint Environment B. Navigation C. SharePoint Ribbon D. Adding and Editing Content in SharePoint E. Using Your Name Menu III. Organization and Development of SharePoint Sites For organizations that are implementing or continuing to improve SharePoint, the majority of the work is not found in the day-to-day activities of creating and managing SharePoint objects. It falls within the realm of governance and establishing best practices for how SharePoint is used within the organization. Without establishing these principals within the organization, SharePoint will fail. A. Governance and Best Practices B. Information and Architecture C. Site Structure D. User Education E. Resources D. Modifying Site Navigation E. Specialty Sites F. Sites and Navigation Best Practices G. Lab : Sites, Top Level Sites, and Site Collections 1. Exercise 1: Create a New Top Level Site 2. Exercise 2: Create New Sub-Sites called New and Current Projects and Sales 3. Exercise 3: Configure Navigation between the Learning Lake Site 4. Exercise 4: Create a Records Center 5. Exercise 5: Create a Projects Web Database site for Sales 6. Exercise 6: Create and Configure a Visio Process Repository 7. Exercise 7: Create a Document Workspace V. Creating and Modifying Libraries and Lists Most of the administrating within SharePoint is done at the list or library level. This module will dig deeper into both lists and libraries and will help organizations determine what works best for a given situation. Lessons A. Overview of Libraries B. Creating a Library in SharePoint C. Library Inventory D. Overview of Lists E. Creating a List in SharePoint F. List Inventory G. Library and List Best Practices H. Lab : Creating and Modifying Libraries and Lists 1. Exercise 1: Create a Custom List 2. Exercise 2: Create a New Product Survey 3. Exercise 3: Create a List from Excel 4. Exercise 4: Create a Document Library 5. Exercise 5: Create an Asset Library 6. Exercise 6: Create a Wiki Page Library IV. Site Collections, Top Level Sites and Sites The first major milestone after Governance is the creation of sites within a site collection. Understanding the types of sites available within SharePoint, as well as the process of creating and understanding navigation, is the foundation for site collection and site managers. A. Overview of SharePoint Hierarchy B. SharePoint Site Inventory C. Creating Sites and Subsites PT8528_MOC50547MICROSOFTSHAREPOINT.DOC

3 MOC Microsoft SharePoint Site Collection and Site VI. Managing Permissions for Users and Groups This module will explain how permissions work within a site collection and the tools within SharePoint that are used to manage and maintain them. Being able to create and manage permissions within SharePoint is one of the more crucial elements that SharePoint Site Collection and Site Administrators need to know. A. Overview of Permissions and Security in SharePoint B. Permissions within SharePoint C. Managing Permissions within SharePoint D. Stop Inheriting Permissions E. Creating a New SharePoint Group F. Managing Users and Groups G. Other Permissions Management Tools H. Permissions Best Practices I. Lab : Managing Permissions for Users and Groups 1. Exercise 1: View Permissions of SharePoint Objects 2. Exercise 2: Add Users and Groups to SharePoint Objects 3. Exercise 3: Create a New Managers Group with Customized Permissions 4. Exercise 4: Stop Inheriting Permissions between SharePoint Objects VII. Site/Content Management and Collaboration When a new site is created, the site administrators will need to decide how content is managed within the site. They will also need to consider how sites flow between each other, how information is portrayed, especially at the Welcome Page level, and how content is managed within the site. Overview of Site and Content Management A. Content Management B. Records Management with the Records Center C. Setting up Alerts and Real Simple Syndication D. Targeting Audiences with Content E. Site and Content Management Best Practices F. Lab : Site and Content Management 1. Exercise 1: Modify the Current Welcome Page 2. Exercise 2: Enable Content Management 3. Exercise 3: Enable Content Rating 4. Exercise 4: Working with Records Center 5. Exercise 5: Enabling and Configuring Audience Targeting VIII. Office Integration with SharePoint The heavy integration of Microsoft Office is one of the main benefits of using SharePoint. There are a myriad of ways to connect SharePoint to Microsoft Office, whether it is connecting a SharePoint document library to Microsoft Outlook, linking an Access database or an Excel spreadsheet to a list in SharePoint, using Microsoft InfoPath to build SharePoint lists, publishing a Visio diagram to be displayed in the web, or managing Microsoft PowerPoint slides in a SharePoint slide library. A. Overview of Office and Office Web App B. Collaborating Using Outlook C. Connecting and Collaborating with Office Backstage D. Connecting, Managing and Editing Documents E. Collaborating with PowerPoint F. Take Information Offline with SharePoint Workspace G. Integration of Visio H. Integration of Access I. Using InfoPath with SharePoint J. Office Integration Best Practices K. Lab : Office Integration with SharePoint L. Exercise 1: Connect Outlook with SharePoint M. Exercise 2: Collaborate with PowerPoint N. Exercise 3: Connect Visio to Visio Process Repository O. Exercise 4: Working with Information Offline with Workspace IX. Creating Consistency Across Sites When developing SharePoint, it is necessary to create a consistent feel across sites within the site collection. This objective fits in to the Governance aspects of Module 3: Organization and Development of SharePoint Sites. A. Site Columns B. Site Content Types C. Implementing Document Sets D. Show/Hide the Server Ribbon E. SharePoint Site Themes F. Overview of SharePoint Templates G. Managing Through Site Templates H. Managing Through List and Library Templates I. Page Layout and Site Template Settings J. Consistency Best Practices K. Lab : Creating Consistency Across Sites 1. Exercise 1: Modify the SharePoint Site Theme 2. Exercise 2: Create a Site Content Type 3. Exercise 3: Create Document Set for Learning Lake PT8528_MOC50547MICROSOFTSHAREPOINT.DOC

4 MOC Microsoft SharePoint Site Collection and Site 4. Exercise 4: Create a Site Template 5. Exercise 5: Create a List and Libraries Template 6. Exercise 6: Designate a Specific Page Layout and Site Templates X. Finding Information Using Search and Views One common complaint within organizations is the difficulty finding documents in a timely manner. Many hours are wasted searching for a specific document. This module will show methods for searching and configuring views in order to assist SharePoint users in finding what they need in much less time. A. Overview of Views B. Adding Columns to Lists and Libraries C. Creating Views in Lists and Libraries D. Configuring Per-Location View E. Overview of Metadata and Taxonomy for SharePoint F. Implementing Managed Metadata G. Overview of Search H. Implementing Managed Keywords and Best Bets I. Using SharePoint Search J. Configuring Search Scope K. Configuring Search Visibility L. View and Search Best Practices M. Lab : Finding Information Using Search and Views 1. Exercise 1: Use Sorting and Grouping to Modify a View 2. Exercise 2: Create a New View for Project Documents 3. Exercise 3: Create Calendar and Gantt Chart Views 4. Exercise 4: Create and Implement Managed Keywords and Best Bets 5. Exercise 5: Optimize Project Documents for Search 6. Exercise 6: Test Search to Find Information XI. Displaying Data with Web Parts in SharePoint One important feature within SharePoint is the many different Web Parts. Most of the SharePoint Web Parts can be customized. This module will cover the different types of Web Parts that are available and the process of embedding and configuring them. A. Overview of Web Parts B. Web Part Inventory C. Managing a Web Part on a Page D. Managing a Web Part E. Customizing a Web Part F. Web Part Maintenance G. Web Parts H. Lab : Displaying Data with Web Parts in SharePoint 1. Exercise 1: Create and Modify a Web Part Page 2. Exercise 2: Implement and Configure a Link List Web Part 3. Exercise 3: Direct Tasks to Individuals using Task List Web Part 4. Exercise 4: Implement and Configure a List View Web Part 5. Exercise 5: Connect Web Parts to Display Information 6. Exercise 6: Use a Content Query Web Part 7. Exercise 7: Display Visio Diagrams using Visio Web Access 8. Exercise 8: Use a Chart Web Part to Display Data XII. Document Management through Workflows An integral part of SharePoint for document and information management is the ability to configure Workflows. By default, SharePoint comes with built-in Workflows to help organizations in a variety of different ways, including; approving a new item or document, collecting feedback from multiple users, or disposing of documents based on compliance policies. A. Overview of SharePoint Workflows B. Approval - SharePoint Workflow C. Three-State Workflow D. Collect Feedback - SharePoint Workflow E. Collect Signatures - SharePoint Workflow F. Disposition Workflow G. Managing Workflows in SharePoint H. Lab : Document Management through SharePoint Workflows 1. Exercise 1: Create a Workflow to Approve New Projects 2. Exercise 2: Create a Feedback Workflow PT8528_MOC50547MICROSOFTSHAREPOINT.DOC

5 MOC Microsoft SharePoint Site Collection and Site XIII. SharePoint Social Computing and Collaboration An important advancement within SharePoint is the inclusion of Social Computing concepts. Many organizations have similar challenges when working with internal talent management, also known as knowledge management. One common challenge is finding an individual with the specific skills and knowledge needed to complete a task or project. SharePoint offers a viable platform to help organizations with talent or knowledge management. Lessons A. Overview of Social Computing B. Using My Sites for Knowledge Management C. Configuring My Profile D. Using Social Tags and Note Boards E. SharePoint My Site Blog F. SharePoint Social Computing Best Practices XIV. Administrating a SharePoint Site Collection and Site This module covers SharePoint topics that Site Collection or Site administrators will work with as part of their day to day activities. A. Overview of Administrating of SharePoint B. Additional Settings for Site C. Additional Settings for Site Collection PT8528_MOC50547MICROSOFTSHAREPOINT.DOC