SharePoint 2007 Power End User Course, Class Outline
(4 days)
Version 2007
Overview
This class combines Mindsharp’s ‘Site Member’ and ‘Site Owner’ courses, to provide comprehensive training that will present students with a ground-up understanding for how to use, operate and build sites in a Microsoft Office SharePoint Server 2007 environment. Students first learn about site navigation, data storage and retrieval through instructor-led modules covering navigation, search and effective use of lists and libraries. Buildings on this information, students then take a deeper dive into site administration, learning how to create and manage sites, lists, libraries, views and workflows. Security and rights administration are also covered. Functional concepts and best practices are interwoven into the material, providing a framework for the topics discussed.
Audience Profile
This course combines focus and understanding for those contributing to, building or managing MOSS 2007 sites. Individuals performing the jobs listed below will benefit from knowledge gained in this course.
MOSS 2007 users who want to develop a better understanding of how to efficiently find content, use and contribute to collaborative sites
MOSS 2007 users who are responsible for managing one or more sites or site components, such as lists and libraries
Help Desk personnel who provide support to end users that use or manage MOSS 2007 sites
At Course Completion
After completing this course, students will be able to:
Be able to operate and build sites in a Microsoft Office SharePoint Server 2007 environment
Will learn site navigation and data storage
Will be able to search and effectively use lists and libraries.
Management of site administration, creating sites, lists, libraries, security, rights administration, views, and work flows.
Prerequisites
Students taking this course should have the prerequisite knowledge or experience listed below:
Basic knowledge of Microsoft Office 2007 Products
Be familiar with Internet Explorer
Course Outline
Module 1: Introduction to Microsoft Office SharePoint Server 2007
This module highlights the uses and benefits of MOSS 2007. Navigational components, alerts, and personalization are reviewed and demonstrated. In addition, terminology that will be used throughout course is defined in this module. The following topics are also covered:
Lessons
Overview of SharePoint
Get Started in SharePoint
Search for Content
Use Alerts
Welcome User Links
Personalize SharePoint Page
Module 2: Work with Lists
This module explains the concept of lists, and then reviews popular out-of-the-box options. The operative differences of each option are highlighted through Instructor-led demonstrations. Students learn effective ways to use and contribute to lists. Demonstrations of filters and views highlight usability and efficiency. The following topics are also covered: How to add and modify content.
Lessons
Overview of Default Lists and List Templates
Add, Modify and Delete Content in SharePoint Lists
Sort and Filter Content
Advanced List Features
Use Default and Custom Views
Connect a List to Microsoft Outlook
Module 3: Work with Document Libraries
Document sharing is a primary function of collaborative sites. In this module, libraries are defined and their use is highlighted through Instructor-led demonstrations. Analysis of metadata breaks down the fundamental purpose and function of this important component. Additionally, a how-to review of workflows provides insight into how to use of this popular efficiency tool. The following topics are also covered:
Lessons
Overview of Document Libraries
Create and Upload Documents
View and Edit Documents and Document Properties
Document Management Features
Use Workflows in a Document Library
Module 4: Lists and Libraries
Maintenance and creation of lists and libraries are one of the site owner’s primary responsibilities. Well constructed lists and libraries save users time and frustration, which translates to an effective gain for organizations. This module covers elements such as views and metadata that are fundamental to this construction. Versioning and other library settings that can serve to enhance a list or library are also taught in this segment. The following lessons are covered:
Lessons
Create Lists and Libraries
Manage List and Library settings
Create and manage individual list and library columns and Site Columns
Create and manage of Views
Module 5: Customize SharePoint Sites Using Web Parts
Web Parts are used to focus site content. In this module students learn how to apply and manage Web Parts in a manner that promotes site usability. This module also includes Instructor-led demonstrations on adding and removing Web Parts and modifying Web Part display settings. This module also provides an overview of Web Parts that allow content targeting. The following lessons are covered:
Lessons
Introduction to Web Parts
Add, close, and delete Web Parts
Customize Web Part properties
Web Parts that allow content targeting
Module 6: Create Sites and Web Pages
Fundamentally, site collections are composed of sites, basic pages, and Web Part pages. In this module students will create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:
Lessons
Create new sites
Create Basic and Web Part Pages
Module 7: Secure SharePoint Sites
Security is an important element of any site collection. This module includes Instructor-led demonstrations of default groups. Thorough coverage of the use, creation, and application of custom permission levels provide students with comprehensive knowledge about the creation and management of sites. We also focus on security management best practices. The following lessons are covered:
Lessons
Introduction to SharePoint Security
Manage User Access to SharePoint Sites
Manage SharePoint Groups and Users
Best practices for assigning permissions in SharePoint
Module 8: Manage the Look and Feel of Sites
In this lesson site owners learn how to customize navigational settings, site descriptors, and themes. Additional focus is provided to the creation and use of templates, which are a significant time saving utility. The following lessons are covered:
Lessons
Customize the site title, description, and icon
Configure navigation settings
Left Navigation Panel Options
Apply site themes
Create site templates
Module 9: Manage Workflows
Workflows are a powerful efficiency tool that can be used to organize and track process driven tasks. In this course, application and customization of these workflows is demonstrated using real world examples. Students are given the opportunity to build workflows and track workflow tasks.
Lessons
Overview of workflows
Workflow administration
Build custom workflows
Module 10: Content Types
Configuration of Content Types allows site owners to group attributes, such as workflows and document templates, in to functional components. This ability allows for an enhanced user experience and the reduction of administration effort.
Lessons
Overview of Content Types
Create New Content Types
Add Columns to Content Types
Associate Content Types with Workflows
Module 11: Site Administration
This module provides insights into the site tools available through Site Administration. Usage reports, user alerts, features, and regional setting options are among the topics covered. Coverage of these tools includes an emphasis on function and the appropriate use.
Lessons
Introduction to site administration settings
Manage regional settings
View site usage data
Manage user alerts
Manage RSS Usage
Manage sites and workspaces
Site Features
Module 12: Use Collaborative Sites
In this module students learn how to use and create workspaces. Explanation and differentiation of wikis and blogs help students understand the format and function of each type of workspace. Instructor-led demonstrations provide additional information on how to effectively use these communication tools.
Lessons
Document Workspaces
Meeting Workspaces
Wiki Sites
Blog Sites
Module 13: Effective Use of My Sites
In this module, students investigate the Web Parts, pages, lists and libraries available through a My Site. Focusing on personal and collaborative efficiencies through use of a My Site’s data sharing and roll up tools, students gain insight on ways to more proficiently access and share information.
Lessons
Benefits and creation of a My Site
Navigation and modification of a My Site
Use a My Site to advertise information about yourself
Collaborate with colleagues
Keep track of content
Use a My Site to store personal and public files
Office 2007 integration with a My Site
Using Outlook Web Access Web Parts
Best practices for using a My Site
View outline in Word
WSPPU7
