Advanced SharePoint 2007 for Site Owners

SP330 : 3 Day Instructor-Led Workshop

Need to create, administer and configure SharePoint sites in your organization? This is for you.

Course Syllabus
Elements of this syllabus are subject to change.

This three-day instructor-led course provides attendees with the knowledge, skills, and hands-on labs to maximize utilization of the technologies that comprise the Microsoft® SharePoint Products and Technologies, specifically Windows SharePoint Services v3 and Microsoft Office SharePoint Server 2007 (MOSS) at an advanced user and site administrator level.

Audience

This course is primarily intended for users with intermediate to advanced Windows skills, intermediate to advanced Internet skills and intermediate to advanced users of the Microsoft Office 2007 suite of applications.

At Course Completion
After completing this course, attendees will be able to:

  • Explain the business reasons for implementing SharePoint solutions within an organization.
  • Describe the basic site architecture of Microsoft SharePoint Products and Technologies.
  • Describe the key terminology used in Microsoft SharePoint Products and Technologies.
  • Describe the differences of Microsoft Windows SharePoint Services (WSS) and Microsoft Office SharePoint Server 2007 (MOSS).
  • Describe the roles and processes of users of Microsoft SharePoint Products and Technologies.
  • Utilize the web user interface (UI) of Microsoft SharePoint Products and Technologies to personalize web parts, web part pages and sites.
  • Understand and utilize the web UI to use and customize product supplied lists and libraries in sites including, but not limited to, Document Libraries, Events, Contacts, Announcements, Surveys, Discussion Boards, and Lists.
  • Understand and utilize the end-user web UI site management tools and pages to create and manage sites and workspaces in SharePoint Products and Technologies.
  • Understand site and list security and how to utilize the end-user web UI site and list security pages to manage security in SharePoint Products and Technologies.
  • Utilize Microsoft Office 2007 as a client for Microsoft SharePoint Products and Technologies, specifically concentrating on:
    • Microsoft Outlook 2007,
    • Microsoft Word 2007,
    • Microsoft Excel 2007,
    • Microsoft InfoPath 2007, and
    • Microsoft SharePoint Designer 2007.
  • Understand basic Microsoft InfoPath 2007 and the functionality of Form Libraries in Microsoft SharePoint Products and Technologies including the use of Forms Server 2007 functionality integrated with MOSS 2007.
  • Create and utilize customs lists in SharePoint Products and Technologies as external data sources from other enterprise and client applications.
  • Utilize Microsoft Office SharePoint Designer to customize the Microsoft SharePoint Products and Technologies.
  • Utilize Microsoft Office SharePoint Designer to customize the Microsoft SharePoint Products and Technologies.

Prerequisites
Before attending this course, attendees must have:

  • Completed our SharePoint Essentials class or have equivalent knowledge of using SharePoint 2007
  • Intermediate to Advanced skills with Microsoft Office applications, including Excel 2007, Outlook 2007, Word 2007, and InfoPath 2007.
  • Understanding of navigating network resources, including, but not limited to, network shares, web folders, and URLs.

Day 1
Module 0: Introduction to SharePoint: Windows SharePoint Services

  • Review and understand Windows SharePoint Services from a User Perspective

Module 1: Navigating SharePoint Sites

  • Reading the Map - Understand URLs, Sites and Site Collections
  • Asking for Directions - Understanding and Using WSS Search

Module 2: Understanding Site Focus, Metadata, and Security

  • Understanding Site Templates and Site Focus
  • Understanding the power of SharePoint Metadata
  • Working with Web Parts and Personal Pages
  • Understanding SharePoint Security

Module 3: Using Common List and Library Actions

  • Using Lists through Web Parts
  • Using Metadata in SharePoint
  • Adding, Editing and Deleting data in Lists and Libraries
  • Using Active List Tracking: Alerts and RSS Feeds

Module 4: Using Lists and Libraries: Advanced Features

  • Using Document Collaboration Features: Versioning, Approval, Check-in/Check-out
  • Moving and Copying List and Library Content: Use "Send To" and E-mail

Module 5: Working with SharePoint 2007 using Microsoft Office Applications

  • Use the Web Folder Client
  • Use the Document Management Pane in Microsoft Office Applications
  • Create Collaboration Workspaces using Microsoft Outlook and Office Applications
  • Using SharePoint with Microsoft Office: Blog, Synchronize Contacts and Calendars

Day 2

Module 0: Introduction to SharePoint 2007: Microsoft Office SharePoint Server

  • Understand Microsoft Office SharePoint Server from a Power User Perspective

Module 1: Understanding MOSS 2007 Sites and Site Templates

  • Understand Microsoft Office SharePoint Server Sites and Portals
  • Identify MOSS Templates that Solve Business Problems
  • Understand the MOSS Site Navigation Enhancements

Module 2: Finding, Creating and Publishing Content using MOSS 2007 Search and Content Management Features

  • Use MOSS Enterprise Search to find Information and People
  • Create Web Pages in MOSS
  • Create Web Pages using MOSS Publishing Features

Module 3: Using Personal Portals: SharePoint 2007 My Sites

  • Describe SharePoint My Sites
  • Use SharePoint My Sites

Module 4: Building Reports Using MOSS Business Intelligence Features

  • Build a Dashboard in a Report Center Site: Understand KPI's and Report Center Template
  • Use Data in Excel Services to Publish Reports to Dashboard
  • Describe how the Business Data Catalog can Integrate LOB Data with MOSS

Module 5: Creating and Using SharePoint 2007 Forms

  • Describe the use of Forms in SharePoint
  • Use Forms in SharePoint: Use InfoPath or Web browser
  • Design and Publish Forms in SharePoint

Module 6: Creating and Using SharePoint 2007 Workflows

  • Describe Workflows in SharePoint
  • Use Workflows in SharePoint: Assign Workflow to a List or Library
  • Create SharePoint Workflows using SharePoint Designer 2007

Module 7: Managing Information Using MOSS 2007

  • Describe SharePoint Information Management Policies: Auditing, Expiration, Barcodes, Labels
  • Enforce Information Management Policies: Define IM Policies at three Levels
  • Understand the MOSS Records Center Site

Day 3

Module 0: Introduction to SharePoint: Site Administrator/Site Designer Focus

  • Understanding Microsoft SharePoint Products 2007 from a Site Administrator and Site Designer Perspective

Module 1: Creating Sites

  • Use Self Service Site Creation to Create New Site Collections
  • Use Self-Service Site Creation to Create Top-Level Site and New Site Collection
  • Create Sub-sites and Workspaces

Module 2: Creating Lists and Libraries

  • Understand List and Library Types
  • Create Lists and Libraries
  • Customize Lists and Libraries
  • Configure List and Library Settings

Module 3: Customizing Sites: Function and Appearance

  • Customize a SharePoint site's Look and Feel
  • Add Content to a Site
  • Customizing the Shared View

Module 4: Securing and Monitoring Sites, Lists, and Libraries

  • Understand SharePoint Security
  • Administer SharePoint Sites and Site Collections
  • Monitor Site and Site Collection Usage

Module 5: Planning and Designing SharePoint 2007 Sites

  • Plan Site Focus and Site Collection Topologies
  • Facilitate Effective Site Navigation
  • Provide Appropriate Site and List Templates 
     

 

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