SharePoint 2007 Power End User (3 days)

Course Duration – 3 days

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Overview
This class combines Mindsharp’s “Site Member” and “Site Owner” courses to provide a comprehensive training program for power end users. This course presents thorough coverage from the ground up about how to use, operate, and build sites in a Microsoft Office SharePoint Server 2007 (MOSS 2007) environment. Students first learn about site navigation and data storage and retrieval through Instructor-led modules covering topics such as search and effective use of lists and libraries. Building on this foundation, students dive deeper into site administration, learning how to create and manage sites, lists, libraries, views and workflows. Security and rights administration are also covered. Functional concepts and best practices are interwoven into the modules to provide a framework for the topics.
*Note - This course is oriented to Microsoft Office SharePoint Server, but is also applicable to Windows SharePoint Services 3.0.

Purpose
This course is designed to provide to students with a practical understanding of the use, creation, and management of MOSS 2007 sites. Students attending this course learn how to effectively navigate and contribute content within the framework of a collaborative environment. Advancing from these topics, students learn how to build and manage site components, structured around efficient maintenance and consumption. Discussions of core best practices provide students with context for employing the functionality they have learned.

Prerequisite requirements.
Students taking this course should have the prerequisite knowledge or experience listed below.

• Basic knowledge of Microsoft Office 2007 products
• Be familiar with Internet Explorer
• Have previously used SharePoint 2003 or have a good understanding of it.

Delegates that are completely new to SharePoint would find this class to advanced and therefore would benefit from attending the four day version of this class ‘SharePoint 2007 End User’

Audience
This course combines focus and understanding for those contributing to, building, or managing MOSS 2007 sites. Individuals performing the jobs listed below will benefit from knowledge and skills gained in this course.

• MOSS 2007 users who want to develop a better understanding of how to efficiently find content, and use and contribute to collaborative sites.
• MOSS 2007 users who are responsible for managing one or more sites or site components such as lists and libraries.
• Help Desk personnel who provide support to end users that use or manage MOSS 2007 sites.

Module 1: Introduction to Microsoft Office SharePoint Server 2007
This module highlights the uses and benefits of MOSS 2007. Navigational components, alerts, and personalization are reviewed and demonstrated. In addition, terminology used throughout the course is defined in this module. The following topics are also covered:

• Overview of MOSS 2007
• Get Started Using MOSS 2007
• Search for Content
• Use Alerts
• Welcome User Links
• Personalize MOSS 2007 Page
  

Module 2: Introduction to Site Owner Administration
This module provides insight into the structure of a site collection and highlights site owner responsibilities. Analysis and differentiation of basic pages, Web Part pages, and subsites provide students with awareness of the function and potential uses of each component. The following lessons are covered:

• Introduction to Site Administration
• Understanding Site Collection Components
• Review of Site Owner Roles and Responsibilities

Module 3: Work with Lists
Lists serve as the structure for calendars, discussion boards, contacts, and tasks in MOSS 2007. This module explains the concept of lists, and then reviews popular out-of-the-box options. The operative differences of each option are highlighted through Instructor-led demonstrations. Students learn effective ways to use and contribute to lists. Demonstrations of filters and views highlight usability and efficiency. The following topics are also covered:

• How to Add and Modify Content
• Overview of Default Lists and List Templates
• Add, Modify, and Delete Content in MOSS 2007 Lists
• Sort and Filter Content
• Advanced List Features
• Use Default and Custom Views
• Connect a List to Microsoft Outlook

Module 4: Work with Document Libraries
Document sharing is a primary function of collaborative sites. In this module, libraries are defined and their use is highlighted through Instructor-led demonstrations. Analysis of metadata breaks down the fundamental purpose and function of this important component. Additionally, a how-to review of workflows provides insight into how to use of this popular efficiency tool. The following topics are also covered:

• Overview of Document Libraries
• Create and Upload Documents
• View and Edit Documents and Document Properties
• Document Management Features
• Use Workflows in a Document Library

Module 5: Create and Manage Lists and Libraries
Maintenance and creation of lists and libraries are one of the site owner’s primary responsibilities. Well constructed lists and libraries save users time and frustration, which translates to an effective gain for organizations. This module covers elements such as views and metadata that are fundamental to this construction. Versioning and other library settings that can serve to enhance a list or library are also taught in this module. The following lessons are covered:

• Create Lists and Libraries
• Manage List and Library settings
• Create and Manage Site Columns
• Create and Manage Views

Module 6: Use Collaborative Sites
In this module students learn how to use and create workspaces. Explanation and differentiation of wikis and blogs help students understand the format and function of each type of workspace. Instructor-led demonstrations provide additional information on how to effectively use these communication tools. The following topics are also covered:

• Document Workspaces
• Meeting Workspaces
• Wiki Sites
• Blog Sites

Module 7: Create Sites and Web Pages
Fundamentally, site collections are composed of sites, basic pages, and Web Part pages. In this module students create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:

• Create New Sites
• Create Basic Pages and Web Part Pages
  

Module 8: Manage the Look and Feel of Sites
In this lesson site owners learn how to customize navigational settings, site descriptors, and themes. This module also focuses on the creation and use of templates, which are a significant time saving utility. The following lessons also are covered:

• Customize Site Title, Description, and Icon
• Configure Navigation Settings
• Left Navigation Panel Options
• Apply Site Themes
• Create Site Templates

Module 9: Customize Sites Using Web Parts
Web Parts are used to focus site content. In this module students learn how to apply and manage Web Parts in a manner that promotes site usability. This module also includes Instructor-led demonstrations on adding and removing Web Parts and modifying Web Part display settings. This module also provides an overview of Web Parts that allow content targeting. The following lessons are covered:

• Introduction to Web Parts
• Add, Close, and Delete Web Parts
• Customize Web Part Properties
• Target Content with Web Parts

Module 10: Site Administration
This module provides insights into the site tools available through Site Administration. Usage reports, user alerts, features, and regional setting options are among the topics covered. Coverage includes an emphasis on function and the appropriate use of these tools. The following lessons are covered:

• Introduction to Site Administration Settings
• Manage Regional Settings
• View Site Usage Data
• Manage User Alerts
• Manage RSS Usage
• Manage Sites and Workspaces
• Site Features

Module 11: Manage Galleries
MOSS 2007 galleries allow site owners to store and manage template structures for components such as sites, lists, content types, and site columns. Use of these templates can save significant administrative overhead. Students learn to define, create, and apply these templates. The following lessons are also covered:

• Use and Creation of Site Content Types
• Application of Site Columns
• Creation and Use of Site Templates
• Review of Web Part, Workflow, and Master Page Galleries

Module 12: Manage Workflows
Workflows are a powerful efficiency tool that can be used to organize and track process driven tasks. In this course, application and customization of these workflows is demonstrated using realworld examples. Students are given the opportunity to build workflows and track workflow tasks. The following lessons are covered:

• Overview of Workflows
• Workflow Administration
• Build Custom Workflows