Learning Goals
This 5-day course is intended for power users who want to be productive in
using SharePoint Sites. The first three days are devoted to the Office clients,
the collaboration and document storage and management within SharePoint team
Sites and workspaces. The last two days are devoted to more enterprise-level
solutions installed with the Microsoft Office SharePoint Server such as portals,
personal Sites, internet Sites, and more. This course is looking at SharePoint
from an end-user’s perspective. Audience: Power users. This course bundels two
courses: USP7P-1 Collaboration and Document Management with SharePoint and
USP7P-2 Working with Portals and Internet Sites.
Course Materials
U2U Course book
Course Outline
USP7P-1
Day 1, 2 & 3 - Collaboration and Document Management with
SharePoint
Three days very hands-on driven approach that will get you
up-to-speed with team Sites and workspaces that can be delivered
with Windows SharePoint Services 3.0. You will learn how to create Sites and sub
Sites, configure these Sites at a high level, create containers (Lists and
document libraries) for storing content and documents, learn how to configure
document libraries to support versioning, workflow and various content types,
discover the various integration you can achieve with the Office clients (both
Office 2003 and Office 2007), see the e-mail integration and the off-line
capabilities with Outlook 2007 and how to use Web Parts on SharePoint pages.
Participants will learn a lot of tips and techniques to use SharePoint in the
most effective and productive way.
Overview of the 2007 Microsoft Office System
This module provides a general overview of what the 2007 Microsoft Office
System is all about, positioning WSS 3.0 versus MOSS 2007 and the different versions
available. You will also define the different groups of people that are going to work
with SharePoint going from 'Users' to 'Power Users' to 'Developers' and 'Administrators'.
Team Sites, Wikis, Blogs and Workspaces
One of the key concepts in SharePoint is Sites. In this topic you will
explore and use the different out-of-the-box templates available to create
new Sites. If these templates don’t fit your needs, you will learn how you can
save your Site as a new available template.
Working with Lists and Document Libraries
After the creation of Sites it is time to add content on the Sites. There are
two ways to add content on a Site, with a List or with a Document Library.
First you will explore the different out-of-the-box Lists and libraries. You will also
learn how to create custom Lists and libraries if the templates don't fit your needs and
how to save them as new templates.
After an overview of the available column types, you will add and use metadata (extra information) in the form of columns to the
Lists and libraries.
Office and SharePoint Integration
One of the benefits of working with SharePoint is the good integration with different
MS Office products (word, access, outlook, excel, ...). In this topic you will learn how
you can get data offline with the Office clients, modify the data and send your
modifications back to SharePoint. You will also learn how you can export and import already
existing data in Access or Excel to SharePoint Lists.
Alerts and RSS Feeds
Alerts and RSS feeds are two ways to keep yourself up-to-date with the
content on your Sites. You will use alerts to receive reports of the
modifications that happened on Lists or document libraries. You will learn how
to create, configure and use the alerts.
Another way of being up-to-date
with your content is the use of RSS feeds. You will learn how to use an RSS
reader to receive notifications of newly created items in a List or document
Library. At the end of the session we will discuss when and why you would use an alert or an RSS feed.
Working with Documents
One of the many reasons why you would work with SharePoint are the excellent options for Document Management.
This session will cover all of the topics possible to manage your documents with WSS 3.0.
First you will learn everything you need to know about versioning on Lists and Document Libraries. You will enable
versioning and see the difference between Minor and Major versioning.
Next you will see check-in and check-out functionality to prevent users of overwriting modifications of another user.
Last in this chapter you will approve content before it gets online using the WSS content approval feature. Before
we finish this chapter, we'll discuss best pratices about content management.
User Administration
It is off course clear that only people with sufficient rights can do things
(add, update, read, delete,…) on Sites. In this topic you will learn how
to use SharePoint groups , SharePoint users and how to put users into groups.
After assigning permissions to groups and users you will see the concept of 'UI Security trimming'
and how you set security on Sites, Lists and libraries, folders and items.
Working with Web Parts
One you’ve created content on your Sites, you want to make them available and
show them on your pages. After explaining the concept of a webpart and a webpart zone,
you will explore and use the different out-of-the-box webparts in WSS. At the end of this
chapter you will connect two webparts with each other for a better user experience.
Building and Publishing Electronic Forms
This session is all about delivering electronic forms created with
Microsoft InfoPath 2007. After explaining the essential steps of creating an InfoPath
Form you will create, publish and use an electronic form to SharePoint.
Site Columns and Content Types
There are important enhancements to the WSS platform that you should know
about.
This module will cover the ability to use and reuse information in the form of columns over multiple Sites.
You will also see how you can use multiple content types in libraries and Lists and how you can create your
own content types.
Customizing the Look and Feel of Sites
In this chapter we start with the out-of-the-box options to customize Sites. When the out-of-the-box options
don't furfill your wishes you will learn how to personalize your Sites using SharePoint Designer.
You will learn all about 'Master Pages'and 'Themes' and how to apply them on a Site.
USP7P-2
Day 4 and 5 – Working with Portals and Internet Sites
The
last 2 days we are moving to the portal and Internet Sites. As a power user, you
might be responsible for the management of some of the content. You will
learn about the publishing cycle, the templates or page layouts that can be
prepared for you, workflow, document conversions that might have been set-up
for you, and high-level administrative and configuration tasks you might be
responsible for. We will also look at how to use the search center, the
report center, personal Sites and all of the portal specific features made
available by SharePoint.
What is MOSS 2007 all about?
In this short session, you’ll learn about the shared services and the shared
services provider that is a core piece in the overall Moss 2007 story.
Working with Portals
Portals are basically a number of Sites grouped in a Site collection. In this
session, you’ll get an overview of the collaboration portal, which is focused on
the intranet, and the publishing portal, which is focused in the internet. You
will learn about the page model, the publishing cycle, user profiles and
audiences, personal Sites and more.
Searching Content and People
This session starts with some notions users should have about configuring the
search engine but quickly moves on to explaining how one can customize the
Search Center. You will learn some search techniques to retrieve the results
that you expect.
Publishing and Working with Browser-Enabled Electronic Forms
This session talks about how to deliver electronic forms created with
Microsoft InfoPath 2007 in the browser. In this topic we are not going to focus
on the creation of forms but on using them in browsers by using on InfoPath
Forms Services. You will also learn about some of the integration points
that exist with the other Office 2007 clients.
Using Workflows and Building Custom Workflows with the SharePoint
Designer
After an explanation of the Workflow key concepts, you’ll learn how to use
the out-of-the-box workflows such as content approval workflow, collect feedback
workflow,.... Next you will open up SharePoint Designer to create custom workflows
and save them to SharePoint.
Working with Business Data
Working with Business Data is all about connecting your SharePoint
environment to an external line-of-business system or traditional database store
such as SQL Server or Oracle. In this session you will get a brief overview of
the architecture and how to use the business data Web Parts and the other
out-of-the-box front-end options you have to communicate with the business
data.
Excel Services, Reports and Dashboards
This sessions learns you how to get started with Excel Services 2007, one of
the shared services of MOSS 2007. You’ll learn about the steps to publish
spreadsheets, the configuration and administration, the delivery of snapshots,
the Report Center and the creation of dashboards populated with Web Parts
showing reports that are sliced with data coming from the different filter Web
Parts that are available out-of-the-box.
Information Management Policies
When you store content in Lists and Document Libraries you need to make sure
that if follows some rules. In this topic you will learn how to apply labels
and barcodes to a List item or a document.
You also see how you can set up an expiration date to a document and how you can log
everything that happens on your Site, List or Document Library.
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