Course Description
This 2-day class is a comprehensive SharePoint Business User course covering Site Member usage of SharePoint 2010.
Audience
This course is intended for business users both new to SharePoint as
well as those new to SharePoint 2010. Students should have an
understanding of the Windows Operating systems, Internet Explorer, and
the Microsoft Office suite of products.
Introduction to SharePoint 2010
This module
highlights the uses and benefits of SharePoint 2010. Navigational
components, alerts, and personalization are reviewed and demonstrated.
In addition, terminology used throughout the course is defined in this
module. The following topics are also covered:
- Overview of SharePoint 2010
- Get Started Using SharePoint 2010
- Search for Content
- Use Alerts
- Welcome User Links
- Personalise SharePoint 2010 Page
Finding Content
SharePoint provides the ability to store vast amounts of content in a
variety of locations. This module covers a set of tools which help
users efficiently locate the information they need.
- Navigation
- Search
- Search Index
- Refinements
- Best Bets
List Basics
Lists serve as the structure for calendars, discussion boards,
contacts, and tasks in SharePoint 2010. 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
- Overview of Default Lists and List Templates
- Add, Modify, and Delete Content in SharePoint 2010 Lists
- Sort and Filter Content
- Advanced List Features
- Use Default and Custom Views
- Connect a List to Microsoft Outlook
Library Basics
A document library is a location
on a site where you can create, collect, update, and share files with
other people. This module explains the benefits of using a library and
teaches the student how best to work with documents in a library. The
following topics are covered:
- Introduction to document libraries
- Uploading, creating and deleting documents
- Working with folders and document sets
- Working with documents in a library
- Working with document properties
- Document Management Features
- Using document workflows
Office integration Features
To take full
advantage of many features which SharePoint 2010 has to offer, we need
to understand SharePoint’s relationship with other Microsoft Office
applications. This module provides an essential overview of the
Microsoft products which are most commonly used in conjunction with
SharePoint 2010 and discusses at an overview level the advantages of
each program when combined with SharePoint, including:
- Access 2010
- Excel 2010
- PowerPoint 2010
- InfoPath 2010
- Outlook 2010
- SharePoint Designer 2010
- SharePoint Workspace 2010
Advanced Document Library features
This module
covers a selection of topics which are new to SharePoint 2010 and
provide facilities to help users find, organise and store content.
Document IDs provide a method for referencing documents to make them
easier to find and share. Document Sets enable users to group related
documents in a similar way to folders but with several additional
benefits. The Content Organizer is a system which can automatically
route content to the correct location within SharePoint dependant on
preset rules. The following topics are covered:
- Introduction to Document IDs
- Configuring Document IDs
- Introduction to Document Sets
- Configuring Document Sets
- Creating Rules
Structuring Document & Content Management
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 organisations. This module covers elements such as views, columns
and managed metadata which are fundamental to this construction.
Versioning and other library settings which can serve to enhance a list
or library are also taught in this module. The following lessons are
covered:
- Creating lists & libraries
- Managing list & library properties
- Creating list templates
- Creating & managing columns
- Site columns
- Creating & managing views
- Managed metadata
- Configuring advanced list & library settings