I: SharePoint Introduction
A. Introducing SharePoint 2010
- 1.What is SharePoint?
- 2.SharePoint History
B. Differences Between SharePoint 2007 and 2010
C. Differences Between SharePoint 2010 Editions
- 1.Windows SharePoint Foundation
- 2.SharePoint Server for Intranet Deployments
- 3.SharePoint Server for Internet/Extranet Deployments
D. Understanding SharePoint Features
- 1.What Stayed the Same?
- 2.New Features of SharePoint 2010
- 3.Upgraded Features in SharePoint 2010
E. Integration with Microsoft Office 2010
- 1.Integration Features
- 2.Compatibility with Microsoft Office Versions
F. SharePoint 2010 Requirements
- 1.OS and Software Requirements
- 2.Database Requirements
- 3.Minimum Recommended Configuration
G. Choosing Between SharePoint Versions
H. The New SharePoint Designer
- 1.What is SharePoint Designer?
- 2.Limiting Access to SharePoint Designer
- 3.Using SharePoint Designer
- Modifying Site Settings
- SharePoint Customizations
- The Workflow Designer
- Creating BCS Definitions
II. Understanding SharePoint Governance
A. What is Governance?
- 1.Governance Best Practices
- 2.Creating a Governance Team
B. Creating a Governance Road Map
- 1.Define Your Vision and Objectives
- 2.Identify Your Technical Requirements
- 3.Identify Your Business Requirements
- 4.Understanding Your Audience
- 5.Identify Risks and Concerns
III. Defining an Information Architecture
A. Site and Structure Hierarchies
- 1.Top Sites
- 2.Site Collections
- 3.Subsites
B. Security and Permissions Structure
- 1.Understanding SharePoint Security
- 2.Inherited and Unique Permissions
- 3.Customizing User Roles
C. SharePoint Navigation
- 1.Top Link Bar
- 2.Quick Launch Bar
- 3.Breadcrumb Navigation
- 4.Customizing Navigation
D. SharePoint Elements
- 1.Lists
- 2.Document Libraries
IV. Portal Architecture and SharePoint Overview
- A. What is the SharePoint Foundation?
- B. Introducing Microsoft SharePoint Server 2010
- C. Planning Content Structure
1.The Four Content Levels
- Site Collections
- Sites
- Lists and Libraries
- Folders
D. Managing Content
1.Creating New Site Collections
2.Managing Site Collections
- Using the Web Interface
- Using SharePoint Designer
- Using the Web Interface
- Using SharePoint Designer
- 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
A. What are Lists?
- 1.Columns
- 2.Items
- 3.Views
B. Out-of-the-Box Lists
- 1.Creating Lists
- 2.Working with Lists
C. Custom Lists
- 1.Importing Lists from Excel
- 2.Creating Custom Lists from Scratch
D. Extending Lists
- 1.Creating Columns
- 2.Creating Views
- 3.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
A. What are Libraries?
B. Understanding the Out-of-the-Box Library Templates
- 1.Document Library
- 2.Form Libraries
- 3.Picture Libraries
- 4.Slide Libraries
- 5.Report Libraries
C. Working with Libraries
- 1.Uploading Documents to a Library
- 2.Working with Library Documents
- 3.Check-In/Check-Out
- 4.Version Control
D. Customizing Document Libraries
- 1.Customizing Metadata
- 2.Creating Custom Views
E. 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
A. Content Types and Site Columns
- 1.What are Content Types?
- 2.Managing Content Types
- 3.What are Site Columns?
- 4.Managing Site Columns
B. Customizing Lists
- 1.Creating Custom Columns
- 2.Change Column Ordering
- 3.Calculated Column Values and Formulas
C. Customizing Libraries
- 1.Creating Custom Columns
- 2.Change Column Ordering
D. Customizing Standard Views
1.View Types
- Standard
- Datasheet
- Calendar
- Gantt Chart
- 2.Creating Views**
- 3.Mobile Views**
E. SharePoint Web Parts
1.What are Web Parts?
2.Web Part Pages
- Creating Web Part Pages with the Web Interface
- Creating Web Part Pages with SharePoint Designer
- Adding Web Parts with the Web Interface
- Adding Web Parts with SharePoint Designer
- 4.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
F. Data View Web Parts
- 1.What are Data View Web Parts
- 2.Using the Data View Web Part
G. Document Sets
- 1.What are Document Sets
- 2.Enabling Document Sets
- 3.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
A. User Profiles
- 1.Synchronizing with Active Directory
- 2.Creating User Profiles
B. Understanding MySites
C. SharePoint Socialization
- 1.Tags
- 2.Users Comments and Notes
- 3.Socialization Web Parts
D. 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
A. Workflow Review
- 1.What are Workflows?
- 2.Why use Workflows?
- 3.Determining the Need for Custom Workflows
B. Understanding SharePoint's Default Workflows
- 1.Approval
- 2.Disposition Approval
- 3.Collect Signatures
- 4.Collect Feedback
- 5.Three-State-Workflow
Lab VI - Working with Workflows
- Utilizing SharePoint's Built-In Workflows
X. Excel, Visio, Access, and Form Services
A. Excel Services
- 1.Excel Services Overview
- 2.Publishing Excel Workbooks
- 3.Excel Data Connections
B. Visio Services
- 1.Visio Services Overview
- 2.Publishing Visio Documents
C. Access Web Services
- 1.Access Web Services Overview
- 2.Working with Access Databases
- 3.Using SharePoint's Built-In Databases
D. InfoPath Form Services
- 1.What is InfoPath?
- 2.Why Use InfoPath?
- 3.Creating Custom Forms
- 4.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
- A. SharePoint Search Features
- B. Configuring and using Search
- D. File Types and Search Scopes
- E. 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
A. Backup and Recovery Considerations
B. Backup Procedures
- 1.Backup of SharePoint Configuration
- 2.Backup of SharePoint Sites
- 3.Backup of SharePoint Databases
C. Recovery Procedures
- 1.Recovery of SharePoint Configuration
- 2.Recovery of SharePoint Sites
- 3.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
- A. SharePoint's Built-In Monitoring Tools
- C. 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
A. What is SharePoint Designer?
- 1.A Little SharePoint Designer History
- 2.SharePoint Designer Requirements
- 3.SharePoint Designer Licensing
B. Why Use SharePoint Designer?
- 1.SharePoint Customization Overview
- 2.Workflow Creation Overview
C. The SharePoint Designer User Interface
- 1.Opening and Working with SharePoint Sites
- 2.SharePoint Designer's Display Modes
- 3.SharePoint Designer's Controls and Web Parts
D. Differences Between SharePoint Editions
- 1.Master Pages
- 2.Publishing Pages
- 3.Layout Files
- 4.Site Content Pages
E. Ghosting and Unghosting
- 1.What are ghosted pages?
- 2.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
A. Site Templates and Site Definitions
- 1.What is a Site Template?
- 2.What is a Site Definition?
- 3.Comparing the Two
B. Customizing Site Templates
- 1.Creating a Site Template with the Web Interface
- 2.Creating a Site Template with SharePoint Designer
- 3.Adding a Site Template to the Site Template Gallery
C. Customizing List Templates
- 1.Creating a List Template with the Web Interface
- 2.Creating a List Template with SharePoint Designer
- 3.Adding a List Template to the Site Template Gallery
D. Site Definitions
- 1.The Out of the Box SharePoint Foundation Site Definitions
- 2.SharePoint Server 2010 Site
E. Themes
- 1.Understanding SharePoint Themes
- 2.Applying a Theme
F. What are Master Pages?
- 1.The Master Page Gallery
G. Modifying Master Pages
- 1.Examine the Default Master Page
- 2.Resetting a Site to Its Original Site Definition
- 3.Creating a Copy of the Default Master Page
H. Content Pages
- 1.The Page Layout Library
I. Working with Page Layouts
- 1.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
A. What is InfoPath?
- 1.What is InfoPath?
- 2.Why Use InfoPath?
B. Designing Custom Forms with InfoPath 2010
- 1.Understanding Form Design Elements
- 2.Understanding Form Controls
C. Publishing InfoPath Forms
- 1.Publishing InfoPath Forms to SharePoint Server
D. Submitting InfoPath Form Results
- 1.Submitting Form Results to a SharePoint Library
- 2.Submitting Form Results to a Web Service
E. SharePoint’s Web Form Web Parts
F. 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
A. Understanding SharePoint's Default Workflows
- 1.Approval
- 2.Disposition Approval
- 3.Collect Signatures
- 4.Collect Feedback
- 5.Three-State-Workflow
B. Creating Workflows with SharePoint Designer
- 1.The Workflow Designer
- 2.Workflow Initiation and Variables
- 3.Understanding Conditions
- 4.Workflow Actions
- 5.Branching and Else/If Conditions
C. Creating Reusable Workflows in SharePoint Designer 2010
- 1.Why Reusable Workflows?
D. Creating Workflows with Visio 2010
- 1.Designing a Workflow Flowchart
- 2.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
A. What are Business Connectivity Services?
- 1.Why Use BCS?
- 2.Example Uses for BCS
B. Understanding the Elements of BCS
- 1.Defining the Roles & Responsibilities for Business Connectivity Services
- 2.Defining the Goal of the Application
- 3.Documenting the Data Source
C. Working with BCS Data
- 1.BCS
- 2.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
A. Access Web Services Overview
B. Working with Access Databases
C. 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