Overview
This class combines Mindsharp’s “Site Member”, “Site Owner” and Site Collection courses to provide a comprehensive training program for power end users that would also like to learn how to teach the Mindsharp End User course material internally. 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.
The last day of this course teaches delegates how to deliver the Mindsharp End User course materials internally.
*Note - This course is oriented to Microsoft Office SharePoint Server, but is also applicable to Windows SharePoint Services 3.0.
During the Train the Trainer course We will go through each course with the intent of learning SharePoint, best teaching practices, learn the scope and vision of each, and be equipped with a broader knowledgebase of the courses. A participant in this Train the Trainer should have introductory to intermediate technical level experience and knowledge with SharePoint Technologies and should be accustomed to teaching in the classroom and learning new material with a view to teaching it.
Site Licenses
The SharePoint 2007 Accelerated Power End User and Train the Trainer course teach delegates how to deliver our End User courses internally using the Mindsharp End User course material. Therefore this course will only be relevant to organizations that have purchased the Site Licenses (electronic course manuals).
Site Licenses are electronic course manuals that can be modified to reflect your own portal images and corporate style, thus creating a familiar learning environment for your delegates. The Site Licenses can be purchased in various amounts depending on your requirements, they can then be printed for you to use as and when you require.
The licenses can also be uploaded onto your internal portal to act as useful reference guides for your delegates. The licenses may only be purchased to train your own internal delegates.
For the 2007 Courses, you will need to purchase a site license for SharePoint 2007 Member and a Site License for SharePoint 2007 Owner if you wanted to purchase the full end user course as these are separate courses that create the End User course. The licenses can also be purchased individually depending on how many Members and/or Site Owners you wish to train.
Samples of the Site licenses as the pricing structure is available on request.
Purpose
This course is designed to provide to students with a practical understanding of the use, creation, and overall management of MOSS 2007 sites and site collections. 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 to build and manage sites and site collections. The course content is grounded on best practice conventions that lend to the efficient consumption and maintenance of a MOSS 2007 environment.
Prerequisites
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
Familiarity with MOSS 2007 technologies
Audience
The course is designed for those who intend to utilize sites, build and manage sites, and oversee site collections in a MOSS 2007 environment. Individuals in the job categories listed below will benefit from the knowledge and skills gained in this course.
MOSS 2007 users who are responsible for managing sites or site components such as lists and libraries.
MOSS 2007 site collection administrators responsible for management of one or more site collections.
Experienced MOSS 2007 site owners who want to learn more about the site collection options that can be used to enhance the sites they manage.
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
Module 13: Introduction to Site Collections
This module provides an overview of what is covered in the next section of this course, and then briefly covers the following topics:
Site Collection Administrative Tools
Overview of Site Collection Modules
Module 14: Site Collection Policies
Policies are an effective management tool that supports efficient content management and use. Configuration of policies at the site collection level allows more overall control and reduced administrative overhead. In this module students discover options for configuring and managing policies that can be reused and applied throughout a site collection. The following lessons are covered:
Introduction to Site Collection Policies
Create Site Collection Policies
Apply Site Collection Policies
Export and Import Site Collection Policies
Modify Site Collection Policies
Module 15: Site Collection Search Options
Efficient access to content is a critical component of an effective, usable collaborative environment. This module walks students through configurable search options. The primary focus is on developing an environment that supports efficient content access and “findability.” The following lessons are covered:
Introduction to Search
Manage Search Settings
Create and Manage Search Scopes
Keywords and Best Bets
Search Center Sites
Module 16: Site Collection Options
This module details several important administrative controls with cross-site capabilities. Coverage includes some of the most commonly used site collection Administrative Tools. Knowledge of these tools is critical to the effective administration of any SharePoint environment. In this module also covers:
Site Collection Recycle Bin
Site Directory
Maintain Sites in the Site Collection
Connect Site Collection to a Portal Site
Audit Settings for Site Collections
Audit Reports
Module 17: Site Collection Features
Advancements to the Features utility provide easy control for the addition or removal of site functionality. This module also reviews the purpose of site collection Features, concentrating on use and affects of their application. The following lessons are covered:
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