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SQLSoft Course S-726 SharePoint 2010 for Business Users, Power Users, and Site Owners
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Sep 27, 10Bellevue, WA
Sep 27, 10Live@DL
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S-726 - 3 days - Instructor-led (classroom)

SharePoint 2010 for Business Users, Power Users, and Site Owners

Price: 1,485

Table of Contents

Introduction
Audience
At Course Completion
Prerequisites
Microsoft Certified Professional Exams
Student Materials
Course Outline


This course is in development. This is a preliminary course outline and is subject to change upon the release of the course. Schedule dates will appear upon the course release date being finalized.

Introduction

SharePoint 2010 for Business Users, Power Users, and Site Owners (S-726) is three days of brain-burning content for SharePoint 2010 users of all levels. Whether you use the information on SharePoint sites, add or modify SharePoint site content, manage SharePoint sites, or build SharePoint sites--you'll find what you need.

By the end of day three, you’ll understand the collaboration, search, and community features in SharePoint 2010. You‘ll also learn how to create, manage, and secure SharePoint sites, lists, libraries and views. In addition, the class will cover extending the functionality of your SharePoint solutions and gaining business insight using SharePoint InfoPath forms, workflows, and dashboards.

The objective of SharePoint 2010 for Business Users, Power Users, and Site Owners (S-726) is to help you learn how your department should implement and manage SharePoint.

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Audience

The objective of SharePoint 2010 for Business Users, Power Users, and Site Owners is to familiarize a wide variety of users with how their department should implement and manage the SharePoint. The course focuses on what users with SharePoint "Design permission" level through Site Collection Administrators can do, with the primary focus on Site Owners.

Those who should attend include general business workers (sales, marketing, operations, etc.) who are interested in using, creating, maintaining, and/or administering SharePoint sites, project managers who will use SharePoint as part of their projects, and IT personnel who are charged with building and maintaining SharePoint sites. This class is appropriate for users of both SharePoint 2010.


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At Course Completion

At the end of this course, you'll be able to:

  • Understand the roles and purposes of SharePoint 2010 technologies
  • Effectively use SharePoint 2010 collaboration features
  • Create and manage site collections and sites
  • Create, use and manage SharePoint lists, libraries and views
  • Create, manage and understand the use of content types and metadata
  • Effectively use SharePoint 2010 Community Features
  • Create and use SharePoint Search sites
  • Implement native and Web-based SharePoint InfoPath forms
  • Implement built-in and custom SharePoint Workflows
  • Implement Business Insight in SharePoint through Dashboards

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Prerequisites

Students will need experience with Internet browser software, as well as experience with applications in the Microsoft Office Suite. Web design and/or information management experience is also helpful.

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Microsoft Certified Professional Exams

There are no Microsoft Certified Professional Exams for this class.

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Student Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

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Course Outline

Module 1: SharePoint Products Introduction

Topics

  • Foundation
  • Server
  • Designer
  • InfoPath
  • Office Space
  • SharePoint Workspace

    Lab

  • View existing SharePoint site and migrate some content into it
  • Edit "Edit Task" page (InfoPath)
  • Conditional Formatting on a view (SP Designer)
  • Create a SPWorkspace

    Module 2: Using SharePoint for Collaboration

    Topics

  • What is collaboration? What forms does it have? How SP can be used to facilitate?
    • Future
      • Delayed Benefit
      • Defined Process
      • Q: How do we do it?
      • Q: What are the obstacles?
      • A: Search, Training, Info Arch-Site Design
    • Present
      • Immediate Benefite
      • More ad hoc
      • Q: How do we do it
      • A: Check-in/Check-out, Content Approval, versioning, etc.
  • Future Collaboration features
    • Search
    • Views
    • Columns (esp. Managed Keywords)
    • Filters/Facets
    • Wiki
    • Tags
    • People - User Profiles
    • E-mail Enabled lists
    • Blogs
    • Ratings
    • Content Organizer (Official File)
  • Real-Time Collaboration Features
    • Content Approval
    • Presence Awareness
    • Check-in/Check-out
    • Versioning
    • Office Client
    • Office Web Apps
    • Alerts
    • RSS

    Lab

  • Real-time collaboration processes (check-in/check-out, content approval, wiki editing, versioning, etc.)
  • Use existing example of Future collaboration content
  • Create a new example of Future collaboration content

    Module 3: Creating Site Collections and Sites

    Topics

  • Functional Skills to create sites:
    • Site Templates
    • Creat sub-site
    • Self-Service Site Creation
    • Web App/Managed Path
    • Basic Governance
  • Taxonomy (site)
  • Navigation
  • Site Security

    Lab

  • Design a site taxonomy from scenario
  • Create site collection
  • Create multiple sub-sites indicated by site taxonomy design
  • Implement Navigation

    Module 4: Creating and Using List, Libraries, and Views

    Topics

  • Storing content in SharePoint
  • Lists
  • Libraries
  • Views
  • Security
  • Pages

    Lab

  • Create Standard and Custom Lists (Existing Spreadsheet - from AW DB)
  • Create Libraries (Existing documents to import) - Slide, Form, Pick
  • Configure List properties: versioning, content approval, etc.
  • Import Content
  • Create some Views
  • Create some web part pages, pages, etc.

    Module 5: Creating and Using Content Types and Metadata

    Topics

  • Introduction - Describe your stuff (Findability, presentation, biz process)
  • Content Types (Site Columns, Inheritance, Governance, Scope, Settings)
  • Content Types Hub
  • External Content Types (External Columns)

    Lab

  • Create a new content type, extending another content type
  • Edit an existing content type
  • Update content type document template
  • Create content using new and edited content types
  • Create External Content Type and External List (Data from AW DB)

    Module 6: Using SharePoint 2010 Community Features

    Topics

  • Define Community Features
  • Rankings, Notes, Keywords
  • User Profiles and My Sites
  • Blogs

    Lab

  • Configure user profile
  • Create and post to a blog
  • Add keywords items...

    Module 7: Creating Basic Search Sites

    Topics

  • Introduction SharePoint Search (Search Sites, Purpose of search sites)
  • Create and Configure Search Sites
  • Using Search Settings from an existing Search Site
  • People and Expertise

    Lab

  • Create a Search site for a department
  • Configure Search Scopes (e.g. Department - configure for search page)
  • Configure Search Pages
  • Customize Search Web Parts - Word stemming, relevance, look and feel

    Module 8: Implementing SharePoint InfoPath Forms

    Topics

  • Introduction to InfoPath and InfoPath Services (e-forms and SharePoint pages, when and why)
  • Using Forms to Capture Data
  • Using Forms to Present Data
  • Extending SharePoint with InfoPath Forms

    Lab

  • Create a form by importing existing form
  • Create from blank form
  • Create from Template
  • Publish form to SharePoint, link fields to columns
  • Submit some forms

    Module 9: Implementing SharePoint Workflows

    Topics

  • Introduction to Workflows (what and why)
  • Built-in Workflows (what are they and when to use)
  • Custom Workflows (SharePoint Designer vs. Visual Studio)

    Lab

  • Implement a built-in workflow
  • Create a custom workflow (use form from previous lab) that updates the project's task list
  • Some Visio/SP Designer integration stuff

    Module 10: Implementing Business Insight in SharePoint through Dashboards

    Topics

  • Introduction to Business Insights
  • Business Connectivity Services
  • Status Indicators
  • Excel Services
  • PerformancePoint Services
  • Access Services**
  • Visio Services
  • SQL Server Reporting Services
  • Business Insight Web Parts

    Lab

  • Create a dashboard using Excel Services
  • Add a chart using the Chart Web Part to the dashboard
  • Add a Reporting Services report to the dashboard
  • Create a new dashboard using PerformancePoint Dashboard Designer
  • Add a scorecard and KPI to the dashboard
  • Add an Excel Web Services part to the PerformancePoint dashboard
  • Create a Reporting Services report using a SharePoint list as data source
  • Add a Reporting Services report to the PerformancePoint dashboard
  • Update a BCS list and refresh dashboard

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