Objectives: Students will navigate around
a SharePoint site, and create a Wiki page. They will see how to upload
and manage documents & create list items, like tasks or surveys. They
will learn how to search SharePoint effectively, work with different views,
and learn about document management.
Students will learn to use SharePoint to manage workflows, check workflow
status, view and interpret workflow history and report on My Tasks and
documents Pending Approval. They will sign up to an alert to receive an
email when the Wiki page is updated and also subscribe to an RSS feed,
which keeps you informed when items are changed/added/deleted. Examining
some of the collaborative tools in SharePoint, students will create document
workspaces (from SharePoint or Office 2007).
Target Audience: This course is aimed at
a non-technical user who will view, edit & contribute content to a
SharePoint Services Site. This course is not suitable for SharePoint IT
Professionals, developers or designers.
Pre-Requisites: None
Duration: 1 Day
MODULE 1: Intro to SharePoint
- What is SharePoint?
- DEMO (Lab 1a): Let’s have a look at SharePoint
- SharePoint is more than a document storehouse
- Some exciting areas in SharePoint
- Why does it look different at work?
- Benefits of using SharePoint
- Exercise: Look at SharePoint. Create a Wiki Page
MODULE 2: Navigating SharePoint
SharePoint structure
- A typical web page
- Site hierarchy
- DEMO: Create your own site to work with today
- SharePoint hierarchy
- SharePoint lists
- SharePoint libraries
- Navigating a SharePoint page
- Manipulating content
- Edit/view document properties
- DEMO: Upload a document/multiple documents to shared docs library
& create list items (a task and a survey)
- Creating a view
- DEMO: Create a View, and view your site in Explorer View
- Version history
- Checking documents in and out
- DEMO: Document management (check doc in and out, approve and then
check version history)
- Searching for content on SharePoint Microsoft Enterprise search
- Search options in SharePoint
- Using the search box and advanced search
- Basics of search syntax
- DEMO: Performing a Search in SharePoint
- Exercise : SharePoint structure
- Create your site to work with today
- Upload a document /multiple documents to shared docs library&
create list items (a task and a survey)
- Create list item (Create a task and a survey)
- Create a View, and view your site in Explorer View
- Document management (check doc in and out, approve and then check
version history)
- Performing a Search in SharePoint
MODULE 3: Staying up to date
What is Workflow?
- Workflows included in Office SharePoint Server 2007
- DEMO: Select a document and add to workflow, or start a workflow
manually
Content Approval
- DEMO: How to approve/reject/reassign a workflow
- Workflow tracking
- DEMO: Managing Workflows, including check workflow status, view and
interpret workflow history and reporting
- Alerts and signing up to an alert
- Creating Alerts in a library or list
- An Item Changed email
- DEMO: Sign up to an alert to receive an email when the Wiki page
is updated
RSS (Relatively Simple Syndication)
- How to subscribe to an RSS feed
- DEMO: Subscribe to an RSS feed and add an RSS Web Part
- Excercise: Using workflow
- Select doc to add to workflow, or start one manually
- Approve a document, Reject a document and Reassign a document
Managing Workflows, including check workflow status, view and interpret
workflow history and reporting
- Reports
- View My Tasks
- Pending approval, draft documents
- Sign up to an alert to receive an email when the Wiki page is updated
- Subscribe to an RSS feed and add an RSS Web Part
MODULE 4: Workspaces in SharePoint
- What is a workspace?
- Document workspaces
- DEMO: How to create a document workspace
- Ways to use a meeting workspace
- DEMO: Creating a meeting workspace
- Exercise: Create doc workspace (from SharePoint or Office 2007) and
a meeting workplace from the calendar
MODULE 5: Publishing and Customizing Sites in SharePoint
- This module is a workshop module, where students apply what they have
learnt, and learn some advanced skills
- Create a new web page in SharePoint
- Selecting a template for your new page
- Changing the Page Contents of a Article Page with a Image
- Adding Text to the Page Content and formatting it
- Add a hyperlink to another page, and configure style and layout of
the link
- Changing the Page Contents of an Article Page with Summary Links
- Check page in and submit for approval
- Approving a publishing page
- Hiding and showing the page editing toolbar
MODULE 6: SharePoint and Microsoft Office
- Which lists and libraries can receive e-mail?
- Send an e-mail to a list or library
- SharePoint/Outlook equivalents
- View calendars side-by-side
- Outlook inbox and WSS discussion boards
- Outlook tasks and WSS task lists
- Exercise: Create doc workspace (from SharePoint or Office 2007) and
a meeting workplace
MODULE 7: SharePoint My Site
- MySpace vs. Facebook
- SharePoint My Site
- What is My Site and how do I get there?
- My Profile and My Home
- Exercise: Create a MySite
