SharePoint 2010 Boot Camp

SharePoint 2010 Training Course Outline

I. SharePoint Introduction

  1. Introducing SharePoint 2010
    • What is SharePoint?
    • SharePoint History
  2. Differences Between SharePoint 2007 and 2010
  3. Differences Between SharePoint 2010 Editions
    • Windows SharePoint Foundation
    • SharePoint Server for Intranet Deployments
    • SharePoint Server for Internet/Extranet Deployments
  4. Understanding SharePoint Features
    • What Stayed the Same?
    • New Features of SharePoint 2010
    • Upgraded Features in SharePoint 2010
  5. Integration with Microsoft Office 2010
    • Integration Features
    • Compatibility with Microsoft Office Versions
  6. SharePoint 2010 Requirements
    • OS and Software Requirements
    • Database Requirements
    • Minimum Recommended Configuration
  7. Choosing Between SharePoint Versions
  8. The New SharePoint Designer
    • What is SharePoint Designer?
    • Limiting Access to SharePoint Designer
    • Using SharePoint Designer
    • Modifying Site Settings
    • SharePoint Customizations
    • The Workflow Designer
    • Creating BCS Definitions

II. Understanding SharePoint Governance

  1. What is Governance?
    • Governance Best Practices
    • Creating a Governance Team
  2. Creating a Governance Road Map
    • Define Your Vision and Objectives
    • Identify Your Technical Requirements
    • Identify Your Business Requirements
    • Understanding Your Audience
    • Identify Risks and Concerns

III. Defining an Information Architecture

  1. Site and Structure Hierarchies
    • Top Sites
    • Site Collections
    • Subsites
  2. Security and Permissions Structure
    • Understanding SharePoint Security
    • Inherited and Unique Permissions
    • Customizing User Roles
  3. SharePoint Navigation
    • Top Link Bar
    • Quick Launch Bar
    • Breadcrumb Navigation
    • Customizing Navigation
  4. SharePoint Elements
    • Lists
    • Document Libraries

IV. Portal Architecture and SharePoint Overview

  1. What is the SharePoint Foundation?
  2. Introducing Microsoft SharePoint Server 2010
  3. Planning Content Structure
    • The Four Content Levels
      • Site Collections
      • Sites
      • Lists and Libraries
      • Folders
  4. Managing Content
    • Creating New Site Collections
    • Managing Site Collections
      • Using the Web Interface
      • Using SharePoint Designer
    • Creating Subsites
      • Using the Web Interface
      • Using SharePoint Designer
    • Managing Subsites
      • Using the Web Interface
      • Using SharePoint Designer

Lab I - SharePoint Site Structures

  • Create a site collection using SharePoint's web interface
  • Create a subsite using SharePoint's web interface
  • Modify site navigation for your site collections
  • Open your newly created site with SharePoint Designer
  • Create a new SharePoint site with SharePoint Designer

V. SharePoint Lists

  1. What are 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

Lab II – SharePoint Lists

  • 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

VI. 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

Lab III – SharePoint Libraries

  • 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

VII. Site Tools and Content Customization

  1. Content Types and Site Columns
    • What are Content Types?
    • Managing Content Types
    • What are Site Columns?
    • Managing Site Columns
  2. Customizing Lists
    • Creating Custom Columns
    • Change Column Ordering
    • Calculated Column Values and Formulas
  3. Customizing Libraries
    • Creating Custom Columns
    • Change Column Ordering
  4. Customizing Standard Views
    • View Types
      • Standard
      • Datasheet
      • Calendar
      • Gantt Chart
    • Creating Views
    • Mobile Views
  5. SharePoint Web Parts
    • What are Web Parts?
    • Web Part Pages
      • Creating Web Part Pages with the Web Interface
      • Creating Web Part Pages with SharePoint Designer
    • Using Web Parts
      • Adding Web Parts with the Web Interface
      • Adding Web Parts with SharePoint Designer
    • SharePoint's Default Web Parts
      • Business Data Web Parts
      • Content Rollup Web Parts
      • Dashboard Web Parts
      • Filter Web Parts
      • Miscellaneous Web Parts
      • Outlook Web Access Parts
      • Site Directory Web Parts
      • Default Web Parts
      • Search Web Parts
  6. Data View Web Parts
    • What are Data View Web Parts
    • Using the Data View Web Part
  7. Document Sets
    • What are Document Sets
    • Enabling Document Sets
    • Creating Document Sets

Lab IV - Customizing SharePoint Functionality

  • Create several custom SharePoint lists
  • Create a custom default view
  • Enter data into newly created lists
  • Create a new Web Part Page
  • Insert Web Part Zones
  • Use the Data View Web Part
  • Connect multiple Web Parts
  • Create a Content Type
  • Create and Work with a Document Set
  • Work with Managed Metadata

VIII. User Management, Profiles, and SharePoint Socialization

  1. User Profiles
    • Synchronizing with Active Directory
    • Creating User Profiles
  2. Understanding MySites
  3. SharePoint Socialization
    • Tags
    • Users Comments and Notes
    • Socialization Web Parts
  4. Finding Users

Lab V - Working with Business Connectivity Services

  • Creating and Modifying User Profiles
  • Explore SharePoint's Socialization Features
  • Use SharePoint Search to Locate Users

IX. SharePoint Workflows

  1. Workflow Review
    • What are Workflows?
    • Why use Workflows?
    • Determining the Need for Custom Workflows
  2. Understanding SharePoint's Default Workflows
    • Approval
    • Disposition Approval
    • Collect Signatures
    • Collect Feedback
    • Three-State-Workflow

Lab VI - Working with Workflows

  • Utilizing SharePoint's Built-In Workflows

X. Excel, Visio, Access, and Form Services

  1. Excel Services
    • Excel Services Overview
    • Publishing Excel Workbooks
    • Excel Data Connections
  2. Visio Services
    • Visio Services Overview
    • Publishing Visio Documents
  3. Access Web Services
    • Access Web Services Overview
    • Working with Access Databases
    • Using SharePoint's Built-In Databases
  4. InfoPath Form Services
    • What is InfoPath?
    • Why Use InfoPath?
    • Creating Custom Forms
    • Publishing InfoPath Forms

Lab VII - Working with Excel, Visio, Access, and InfoPath Services

  • Publish an Excel Workbook
  • Publish a Visio Diagram
  • Create an Access Web Database
  • Publish an InfoPath Form to SharePoint

XI. SharePoint Search

  1. SharePoint Search Features
  2. Configuring and using Search
  3. Advanced Search
  4. File Types and Search Scopes
  5. SharePoint's FAST Search

Lab VIII – SharePoint Search

  • Exploring SharePoint's Search Features
  • Configuring SharePoint Search
  • Creating Search Scopes
  • Scheduling Updates for Content Sources
  • Resetting Crawled Content
  • Configuring SharePoint Indexes

XII. Backup and Recovery

  1. Backup and Recovery Considerations
  2. Backup Procedures
    • Backup of SharePoint Configuration
    • Backup of SharePoint Sites
    • Backup of SharePoint Databases
  3. Recovery Procedures
    • Recovery of SharePoint Configuration
    • Recovery of SharePoint Sites
    • Recovery of Databases

LAB IX – SharePoint Backup and Recovery

  • Backing up and Recovering SharePoint Configuration
  • Backing up and Recovering SharePoint Site Collections
  • Backing up and Recovering SharePoint Sites and Data

XIII. Monitoring and Fine Tuning SharePoint Server

  1. SharePoint's Built-In Monitoring Tools
  2. Using Site Analytics
  3. The SharePoint Best Practices Analyzer

Lab X – SharePoint Monitoring

  • Examining SharePoint's Site Analytics
  • Using the Best Practices Analyzer

XIV. Introduction to SharePoint Designer 2010

  1. What is SharePoint Designer?
    • A Little SharePoint Designer History
    • SharePoint Designer Requirements
    • SharePoint Designer Licensing
  2. Why Use SharePoint Designer?
    • SharePoint Customization Overview
    • Workflow Creation Overview
  3. The SharePoint Designer User Interface
    • Opening and Working with SharePoint Sites
    • SharePoint Designer's Display Modes
    • SharePoint Designer's Controls and Web Parts
  4. Differences Between SharePoint Editions
    • Master Pages
    • Publishing Pages
    • Layout Files
    • Site Content Pages
  5. Ghosting and Unghosting
    • What are ghosted pages?
    • The Disadvantages of unghosted Pages

Lab XI – Work with SharePoint Designer

  • Familiarize yourself with SharePoint Designer
  • Open you SharePoint site in SharePoint Designer

XV. Site Templates, Site Definitions, and Themes

  1. Site Templates and Site Definitions
    • What is a Site Template?
    • What is a Site Definition?
    • Comparing the Two
  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. Site Definitions
    • The Out of the Box SharePoint Foundation Site Definitions
    • SharePoint Server 2010 Site
  5. Themes
    • Understanding SharePoint Themes
    • Applying a Theme
  6. What are Master Pages?
    • The Master Page Gallery
  7. Modifying Master Pages
    • Examine the Default Master Page
    • Resetting a Site to Its Original Site Definition
    • Creating a Copy of the Default Master Page
  8. Content Pages
    • The Page Layout Library
  9. Working with Page Layouts
    • Creating New Pages Based on a Master Page

Lab XII - Sites Branding, Themes, and Master Pages

  • Create and Export a Custom 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
  • Make a copy of the default Master Page
  • Customize the Master Page
  • Create a custom CSS style sheet
  • Create a layout page based on your custom Master Page
  • Applying a custom Master Page

XVI. Microsoft Office InfoPath

  1. What is InfoPath?
    • What is InfoPath?
    • Why Use InfoPath?
  2. Designing Custom Forms with InfoPath 2010
    • Understanding Form Design Elements
    • Understanding Form Controls
  3. Publishing InfoPath Forms
    • Publishing InfoPath Forms to SharePoint Server
  4. Submitting InfoPath Form Results
    • Submitting Form Results to a SharePoint Library
    • Submitting Form Results to a Web Service
  5. SharePoint's Web Form Web Parts
  6. Implementing Workflows to Process InfoPath Form Data

Lab XIII - Working with InfoPath

  • Working with Form Layouts
  • Implementing InfoPath Controls
  • Connecting InfoPath forms with Live Data
  • Creating Multiple InfoPath Views
  • Setting Form Properties
  • Creating Custom Submit Actions
  • Publishing InfoPath Forms to SharePoint Server
  • Displaying InfoPath Form Data
  • Utilizing Workflows to Automate InfoPath Form Data Processing

XVII. Custom SharePoint Workflows

  1. Understanding SharePoint's Default Workflows
    • Approval
    • Disposition Approval
    • Collect Signatures
    • Collect Feedback
    • Three-State-Workflow
  2. Creating Workflows with SharePoint Designer
    • The Workflow Designer
    • Workflow Initiation and Variables
    • Understanding Conditions
    • Workflow Actions
    • Branching and Else/If Conditions
  3. Creating Reusable Workflows in SharePoint Designer 2010
    • Why Reusable Workflows?
  4. Creating Workflows with Visio 2010
    • Designing a Workflow Flowchart
    • Creating a Workflow with a Flowchart

Lab XVIII - Working with Workflows

  • Utilizing SharePoint's Built-In Workflows
  • Planning a custom workflow
  • Creating a custom workflow in SharePoint Designer
  • Exploring workflow branching, conditions, and actions
  • Implementing a Custom Action for Workflows
  • Using Microsoft Visio to Create Workflows

XVIII. Business Connectivity Services

  1. What are Business Connectivity Services?
    • Why Use BCS?
    • Example Uses for BCS
  2. Understanding the Elements of BCS
    • Defining the Roles & Responsibilities for Business Connectivity Services
    • Defining the Goal of the Application
    • Documenting the Data Source
  3. Working with BCS Data
    • BCS
    • Using BCS Data in SharePoint Applications

Lab XV - Working with Business Connectivity Services

  • Working with BCS Web Parts to display information from external applications
  • Linking SharePoint Data to BCS

XIX. Access Web Services

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

Lab XVI – Working with Access Web Services

  • Working with Access Web Services
  • Creating an Access Web View
  • Creating Access Reports
  • Publishing Access Databases to SharePoint