Sharepoint 2010 Power User Boot Camp

Get a strong foundation in Sharepoint 2010 core skills and site creation and management.Do you have limited or even no experience with SharePoint? Do you need to know how to use the core functionality of SharePoint, like lists, libraries, forms and workflows? Do you need to be able to create and manage a SharePoint site? In this hands-on SharePoint 2010 workshop, you’ll learn the core functionality of SharePoint from a seasoned SharePoint expert who understands the challenges, needs and responsibilities of working as a SharePoint site owner and/or power user. All the core topics that any successful SharePoint site owner or power user needs are here. You’ll begin with the basics of the SharePoint and SharePoint sites, progress through techniques and tools for site creation and customization, and learn how to use SharePoint to improve your everyday team communication, business processes, information sharing and reporting. You’ll focus on exactly those functions and skills that are the most critical to your role, and extensive lab exercises will give you the opportunity to practice the skills as you learn them. You’ll walk away with a confident understanding of how to use the features of SharePoint you’ll need to successfully apply it for your organization.

Also Available as:

• Live Online
• Onsite

How You Will Benefit

• Learn the fundamentals of creating and customizing a SharePoint 2010 site
• Create custom workflows tailored to your organization's needs with SharePoint’s built-in workflow capabilities
• Automate key business processes with SharePoint's workflow system
• Use "out-of-the-box" SharePoint functionality to create custom applications
• Use InfoPath to replace paper forms by creating, customizing and publishing digital forms
• Automate your data collection efforts using InfoPath forms
• Create and use SharePoint dashboards and KPIs to give management clear visibility to key data and reports
• Enable collaborative communication among key stakeholders with workspaces, wikis, forums and surveys
• Use SharePoint Designer to customize your site settings and SharePoint pages
• Use Data View web parts to work with external data and connect multiple data sources

What You Will Cover

• Understanding SharePoint 2010 hierarchies, SharePoint sites and SharePoint site collections
• Working with out-of-the-box and custom SharePoint lists
• Understanding the Sharepoint out-of-the-box library templates
• Working with libraries and customizing document libraries
• Working with SharePoint web parts
• Enabling team collaboration with SharePoint
• Understanding the new SharePoint designer
• Working with data views
• Using Microsoft InfoPath 2010 form services
• Utilizing SharePoint workflows
• Working with SharePoint's business intelligence
• Creating Key Performance Indicators (KPIs)
• Understanding and customizing site templates and themes
• Exploring Access web services

Extended Seminar Outline

Print this page Extended Seminar Outline Seminar #76010

Course Outline - The Ultimate SharePoint Training Course for SharePoint 2010 Core User Skills & Site Creation/Management.

I. Understanding SharePoint Hierarchies

1. SharePoint Sites
   • Default Site Templates
   • Using Workspace Templates
2. SharePoint Site Collections

Section I Labs

• Creating SharePoint Sites
• Working with Site Settings

II. Working With SharePoint Lists

1. What are SharePoint Lists?
   • Columns
   • Items
   • Views
2. Out-of-the-Box Lists
   • Creating Lists
   • Working with Lists
3. Custom Lists
   • Importing Lists from Excel
   • Creating Custom Lists from Scratch
4. Extending Lists
   • Creating Columns
   • Creating Views
   • Managed Metadata
5. Content Types

Section II Labs

• Creating and Editing Lists
• Changing List Views
• Working with List Data
• Importing Data into Lists
• Exporting List Data
• Working with List Data in External Applications

III. SharePoint Libraries

1. What are Libraries?
2. Understanding the Out-of-the-Box Library Templates
   • Document Library
   • Form Libraries
   • Picture Libraries
   • Slide Libraries
   • Report Libraries
3. Working with Libraries
   • Uploading Documents to a Library
   • Working with Library Documents
   • Check-In/Check-Out
   • Version Control
4. Customizing Document Libraries
   • Customizing Metadata
   • Creating Custom Views
5. Managed Metadata
6. Content Types

Section III Labs

• Creating New Libraries
• Uploading Files
• Checking In and Checking Out Files
• Working with Version Control
• Customizing Library Metadata
• Modifying Library Views
• Synchronizing Files for Offline Use

IV. SharePoint Web Parts

1. What is a Web Part?
2. Included Web Parts
3. Working with Web Parts
   • Adding and Removing Web Parts
   • Customizing Web Parts
4. Editing pages in SharePoint

Section IV Labs

• Exploring SharePoint's Default Web Parts
• Customizing Sites with Web Parts
• Using SharePoint 2010's built-in editing features

V. Enabling Team Collaboration with SharePoint

1. Challenges facing collaborative efforts
   • Real-time collaboration
   • Collaboration with remote users
   • Support for offline collaboration
   • Performing a needs assessment
   • Designing & the appropriate solution
2. Implementing SharePoint's Collaboration Features
   • Content management features
   • Version control, check-in/check-out, content approval
   • Polling the team with surveys
   • Discussion Forums
   • Using Wikis
   • Document Workspaces

Section V Labs

• Enabling and configuring content management features
• Create discussion forums, surveys, and wikis
• Create document workspaces

VI. Understanding The New SharePoint Designer

1. What is SharePoint Designer?
2. Limiting Access with SharePoint Designer
3. Using SharePoint Designer
   • Modifying Site Settings
   • SharePoint Customizations

Section VI Labs

• Explore the New SharePoint Designer
• Use SharePoint Designer to Modify Site Settings
• Use SharePoint Designer to Modify SharePoint Pages
• Limit SharePoint Designer Access to SharePoint

VII. Working with Data Views

1. What is the Data View Web Part?
2. Customizing Data Sources
   • Creating Data Sources
   • Working with External Databases
   • Working with XML Files
   • Working with SOAP and REST Web Services
3. Using the Data View Web Part to Expose Data
4. Connecting Multiple Web Partsr

Section VII Labs

• Creating Custom Data Views
• Connecting Multiple Data Sources with Data Views
• Making Custom Applications with Web Parts

VIII. Microsoft InfoPath 2010 Form Services

1. What is InfoPath and why should you use it?
2. Working with InfoPath
3. Form Controls
4. Designing Custom Forms with InfoPath 2010
   • Understanding Form Design Elements
   • Understanding Form Controls
5. Publishing InfoPath Forms to Document Libraries
6. Submitting InfoPath Form Results
   • Submitting Form Results to a SharePoint Library
   • Submitting Form Results to a Web Service
7. Implementing Workflows to Process InfoPath Form Data

Section VIII Labs

• Designing InfoPath Forms
• Connecting InfoPath Forms with Live Data
• Setting Form Properties
• Publishing InfoPath Forms
• Displaying InfoPath Form Data
• Customizing Form Templates

IX. SharePoint Workflows

1. What are Workflows?
   • Why Use Workflows
   • Determining the need for custom Workflows
2. Changes in the Workflow System
3. SharePoint Workflow Templates
   • Collecting Feedback and Digital Signatures
   • Approval Workflows and SharePoint 2007 Workflows
4. Creating Custom Workflows with SharePoint Designer
   • Workflow Initiation and Variables
   • Understanding Conditions
   • Workflow Actions
5. Creating Reusable Workflows in SharePoint Designer

Section IX Labs

• Work with SharePoint's Built-in Workflows
• Utilizing Workflow Templates
• Associate Workflows with Lists and Libraries
• Create a Custom Workflow with SharePoint Designer
• Exploring workflow branching conditions and actions
• Reuse Existing SharePoint Workflows

X. Working with SharePoint's Business Intelligence

1. What is Business Intelligence?
2. Why SharePoint?
3. Business Intelligence Considerations
   • Understanding SharePoint's Capabilities
   • Business Intelligence Benefits
   • Challenges and Limitations
4. Excel Services Overview
   • Excel Services Capabilities
   • Excel Services Limitations
   • Report Libraries
   • The Excel Web Access Web Part
5. Key Performance Indicators
   • KPI Lists
   • KPI Web Parts
6. Creating Dashboards

Section X Labs

• Create a Report Library
• Publish an Excel Workbook
• Utilize the Excel Web Access Web Part to Display Excel Workbooks
• Create a Simple Digital Dashboard
• Create KPIs based on SharePoint List Data
• Create KPIs based on Excel Workbook Data
• Create KPIs based on Manually Entered Information
• Explore the KPI Web Parts

XI. Site Templates and Themes

1. Site Template Overview
2. Customizing Site Templates
   • Creating a Site Template with the Web interface
   • Creating a Site Template with SharePoint Designer
   • Adding a site template to the Site Template Gallery
3. Customizing List Templates
   • Creating a List Template with the Web interface
   • Creating a List Template with SharePoint Designer
   • Adding a List Template to the Site Template Gallery
4. Themes
   • Understanding SharePoint Themes
   • Applying a Theme

Section XI Labs

• Create and export a Site Template
• Examine a Site Template Package File
• Create a new site based on the newly created template
• Create and modify a custom Theme
• Install and apply a Theme

XII. Access Web Services

1. Access Web Services Overview
2. Working With Access Databases
3. Using SharePoint's Built-in Databases

Section XII Labs

• Working with Access Web Services
• Creating an Access Web View

Who Should Attend

Anyone who needs to learn the core functionality of SharePoint 2010, and/or needs to create and maintain a SharePoint site, including webmasters, site administrators, site collection administrators, project managers, information workers, business analysts, product managers and marketing managers.