SharePoint 2010 solutions without any custom development

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SharePoint 2010 Business Users Training to build and manage Collaboration, and Document Management solutions

Audience

Power Users with responsibility to deliver Productivity and Collaboration applications in SharePoint 2010 environment. Course will train end users to customize SharePoint 2010 for Document Management and Social Networking solutions.

Format

Hands On

Length

4 days (8 hours/day)

Module
Topics
Lab Exercises
Module 1

Getting started with SharePoint 2010

  1. Introduction to SharePoint 2010
  2. Types of SharePoint 2010 sites
  3. Site Collections and Sites
  4. Understanding SharePoint 2010 hierarchy
  5. Introduction to Ribbons
  1. Navigate the Web interface of SharePoint 2010
  2. Play with SharePoint 2010 ribbon bar
Module 2

Understanding SharePoint 2010 Lists

  1. Overview of Lists
  2. Understanding of the out of the box lists and libraries
  3. Lists, List Metadata & Item Metadata
  4. Learn about List Views
  5. Adding Items to a list
  6. Recovering deleted content with the recycle bin
  1. Create a custom List
  2. Create a List from List Template
  3. Create View to sort and filter content
  4. Modify List settings
  5. Connect a List to Microsoft Outlook
Module 3

Document Libraries and Form Libraries

  1. Introduction to Document Libraries
  2. Document management and form management
  3. Managing individual items in libraries
  4. Item versioning, check-in and check-out
  5. Working with document sets
  6. Managed Metadata
  7. Document Workspace and Meeting Workspace
  8. Publishing documents from workspaces
  1. Create a Document Library
  2. Upload, Create and Delete Documents
  3. Create Site columns
  4. Create Folders and Document Sets
  5. Edit document properties
  6. Document Management options
  7. Item content approval process
Module 4

SharePoint 2010 Permissions and Security

  1. Authentication vs. Authorization
  2. Introduction to Security in SharePoint 2010
  3. Permission, and Permission Levels
  4. Default SharePoint 2010 Group
  5. Security Trimming
  6. Permission Inheritance and Breaking Permission Inheritance
  7. Security Management best practices
  1. Manage User Access to SharePoint 2010 Sites
  2. Manage SharePoint 2010 Groups and Users
  3. Securing SharePoint Designer 2010
Module 5

SharePoint 2010 Search and Find Content

  1. How Search works in SharePoint 2010
  2. Understanding the Site Collection search settings
  3. Search and Search Index
  4. Managed Term Sets and Keywords
  5. People Search
  6. Refinements
  1. Create Managed Terms and Tags
  2. Limit exposure in Search results
  3. Customize SharePoint Search for Site Collection
Module 6

Overview of Sites and Site Collections

  1. SharePoint 2010 Logical Architecture
  2. Introduction to Site Topology
  3. Site Collection hierarchy
  4. Understanding URL for Site Collection, Sub Site and Lists
  5. Difference between Site Administration and Site Collection Administration
  1. Familiarize with SharePoint URLs
  2. Access Site settings page for Site Collection and Site
Module 7

Site Creation and Deletion

  1. When and where to create a Site vs. Site Collections
  2. Site Templates
  3. Site deletions
  4. Understanding SharePoint Features
  5. Site Features vs. Site Collection Features
  1. Create Site using different Site templates
  2. Activate and Deactivate Features
  3. Configure 2-stage Recycle Bin Feature
  4. Web Site Analytics Report
  5. Save Site as Template
  6. Reset to Site Definition
Module 8

SharePoint 2010 Site Customization

  1. Components of Site Collection - Sites, Basic Pages and Web Part Pages
  2. Understand SharePoint Navigational Components
  3. Introduction to Web Parts
  4. Tour of default Web Parts
  1. Add Pages to SharePoint 2010 Sites
  2. Add and Modify Web Parts
  3. Customize SharePoint Site Navigation
  4. Apply Skins to SharePoint Site
  5. Web Part Connections
Module 9

Adding Lists and Libraries to Sites

  1. Review of Lists and Libraries
  2. Getting started with Site Columns and Content Types
  3. Taxonomies and Metadata
  4. Content Type Hub
  1. Display Lists and Libraries in Web Part
  2. Create Site Content Types
  3. Create a Term Store
  4. Navigation and Filter based on Managed Metadata
Module 10

Document Management

  1. Information Lifecycle Management
  2. Document IDs
  3. Document Sets
  4. Content Organizer
  5. Records Management
  6. eDiscovery and Legal Hold
  1. Create Document Sets
  2. Configure Content Organizer to route documents
  3. Set Retention Rules
Module 11

Personalizing SharePoint

  1. Personalizing the SharePoint Web interface to find data easier, manage and access
  2. Staying informed with Alerts and RSS
  3. Working with SharePoint offline
  1. SharePoint Site Personalization
  2. Create Alerts and RSS
  3. Play with SharePoint Workspace
  4. Manage Regional Settings
Module 12

Social Networking: Blogs and Wikis

  1. Social Networking in SharePoint 2010
  2. Purpose of Blog and Wiki sites
  3. Business needs for Blog and Wiki site templates
  4. My Sites
  1. Create Wiki pages
  2. Create content in Blogs
  3. Manage My Site
  4. My Newsfeed
  5. Play with Tags, Notes and Rating
  6. Find People
  7. Add Colleague
Module 13

Create and Manage Workflow

  1. Introduction to Workflows
  2. Workflow Scenarios to Organize and Track Business Process
  3. Build Workflows and Track Workflow Tasks
  1. Create Workflow
  2. Configure Workflow Settings
  3. Deploy Workflows
  4. SharePoint Designer 2010 Workflow
  5. Create Workflows from Visio 2010
Day 1
Day 2
Day 3
Day 4

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