Practical SharePoint 2010 Introduction & Overview for the Workplace (ILT)

COURSE DESCRIPTION

This course is an Introduction and Overview of Microsoft SharePoint 2010. It introduces the concepts and practical features that someone new to SharePoint needs to know.  It shows use scenarios of a typical knowledge worker and does not require or cover administration or programming skills in SharePoint.  In a quick and lively manner this will cover the main uses of SharePoint for a new user.  This course is also a good review of the end user perspective for SharePoint administrators.

The course begins with a definition of SharePoint and some basic navigation techniques.  It then builds on the concept of a Document Library and its many uses.  Document storage and use is covered including checking out a document and versioning.  The concept of document Sets is discussed. Basics of Alerts are covered and how to use a list including importing and exporting Lists to Excel.  Tasks and custom views are demonstrated with a special project view of a timeline.  The concept of Workflow is introduced and a basic example shown with a document being routed through multiple users.  The powerful Calendar function is addressed and demonstrated.  How to share contact lists and collect information in Surveys is shown.  The social aspects of SharePoint are covered including My Site, Wikis, Discussions and Blogging.  Finally the basics of creating a new site and editing a page are demonstrated.  If you are new to SharePoint this is an excellent introduction that does not get too technical or deep in the weeds.

Category: Office Productivity/Microsoft

Duration: 1/2 Day

What are the requirements?

• Microsoft SharePoint 2010

Pre-requisite: Basic browser skills in navigating a web page

What am I going to get from this course?

• A good concise explanation of what SharePoint is and what it does
• Intro to basic navigation through sites and pages in SharePoint
• Intro to Document Libraries, adding and removing documents
• How to check out & check in a document and track it with versioning
• Using Alerts to stay on top of changes in SharePoint data
• Using the Calendar with various views and overlays
• How to use, create & edit a list including importing from Excel and Access
• Using tasks to stay on top of upcoming due dates
• How to see tasks listed in a special Project View timeline
• How to collect information with a Survey
• Intro to Workflows and step through an example routed to many users
• How to use the Social aspects of SharePoint with My Site
• How to use the Wikis, Discussions and Blogs
• See SharePoint documents saved for offline use with the Workspace
• Understand the basics of creating a site and editing a page

What is the target audience?

New SharePoint users of any skill level who want a quick look at what SharePoint is and what it can do to efficiently share information in your organization.  You should have basic skills in navigating a web page in a browser.

Lesson Plan

1. 1. Introduction

Introduction to Microsoft SharePoint 2010 Overview Course

1. 2. Overview

Review of main areas of SharePoint with quick examples

1. 3. Navigation

Top link, quick launch and breadcrumb navigation through SharePoint

1. 4. Document Library

How to select, filter, sort, delete and recover files in a library. Ribbon options.

1. 5. Document Sets

How to create, load and manage document sets.  Creation with custom template.

1. 6. Adding & Downloading Documents

Adding from SP or from Office.  Downloading documents plus drag & drop changes.

1. 7.  Checking Docs In & Out

Checking In & Out from SP and from Office.  Notification when doc is available.

1. 8. Versioning

View & restore past versions, creating a version, settings for versioning & approval

1. 9. Alerts

Setting individual file and whole library alerts, conditions for alerts and management.

1. 10. Calendars

Creating events, viewing calendars, overlays & synchronizing in Outlook.

1. 11. Lists

Lists in standard and datasheet views, creating  by importing & exporting to Excel and Access

1. 12. Tasks

Task filtering and alerts and synchronizing with Outlook.  Status in a Visio diagram

1. 13. Discussions

Overview of discussions in threaded and flat views, and synchronized into Outlook

1. 14. Contacts

Viewing & filtering contacts in SharePoint and synchronizing contacts with Outlook

1. 15. Surveys

Survey question types, responses, branching questions and reviewing results

1. 16. Blogs & Wikis

Create and edit Blogs and Wiki’s.  Comparing Wiki versions and posting an alert on a Blog

1. 17. My Site

Controlling shared data, setting up colleagues, shared/private documents,  org chart tool.

1. 18. Workflow

Start workflow in Office and tracking progress,  customize workflows in SharePoint SP Designer

1. 19. SharePoint Workspace

Offline document libraries and lists. Options for editing documents offline and synchronizing

1. 20. Permissions

How permissions are set and how they affect user options.

1. 21. Creating Sites

Create a site from a template and change the theme for that site.  Create a site template

1. 22. Editing Pages

Edit elements on a page – text, graphics and web parts.  A glimpse at editing SP Designer