Microsoft

Business User's Guide to SharePoint Server 2007

On-Site Learning
On-Site Learning

Who Needs to Attend

Power users, end users, information workers, and content managers

 

Prerequisites

Experience with Internet Explorer and Office Products such as Word, Excel, and Outlook. No prior WSS or MOSS experience is needed.

 

Follow-On Courses

 

 

Learning Paths

This course is part of the following job roles:

Use the WSS model to customize SharePoint 2007.

Get started with Windows SharePoint Services 3.0 (WSS) and Microsoft Office SharePoint Server 2007 (MOSS) with this course. Examine the software from the business side, learning how to leverage WSS and MOSS to solve business issues. In this hands-on course, you will walk through all of the basic features of WSS and MOSS. You'll walk away from the course with skills you can use to effectively and efficiently implement a solution of your own.

What You'll Learn

 

  • Gain an understanding of SharePoint 2007 from a business user's perspective
  • Leverage SharePoint 2007 to support business processes
  • Become proficient at managing content within SharePoint 2007
  • Learn how to quickly implement a solution for SharePoint 2007 in your organization

Course Outline

 

1. SharePoint 101

  • What SharePoint is and how can you utilize it
  • Commonly used terminology and phrases
  • WSS vs. MOSS
  • The version that best suits your organization
  • Real-world implementations

2. Lists and Web Parts

  • Using custom lists to collect data from users
  • Metadata that should be collected about each item
  • Using view to presenting data in different ways
  • The Web Parts-Lists relationship
  • Workflow
  • Using Site Columns for Metadata and ease of maintenance

3. Document Management

  • Office Client integration (Word, Excel, PowerPoint, and Outlook)
  • Setting up versioning
  • Ability to require check out in document libraries
  • Creating dynamic presentations with the Slide Library
  • Using alert notifications to know when items are added/change
  • Creating reusable content with Content Types

4. Sites and Security

  • Creating sites for organization and containment
  • Utilizing site templates for quick deployment
  • Creating security using SharePoint Groups and Permission Levels
  • Setting customized security on a single item
  • Security trimming: Users only see what they can access

5. Information Architecture and Governance

  • Using the right taxonomy for your environment
  • Ensuring the portal remains organized through a governance committee
  • Planning for the initial rollout of the portal

6. Navigation

  • Creating consistent Global Navigation
  • Utilizing the Quick Launch Bar for navigational links related to the current site
  • Creating a personalized experience for users through audience targeting
  • Using the Table of Contents Web Part to show visitors the content available on a site
  • Creating a Site Directory with an organized listing

7. Web 2.0

  • Empowering users to be heard
  • Using blogs to send a message and collect feedback
  • Creating a knowledge base with the built-in Wiki functionality
  • Utilizing RSS to both promote and aggregate important content

8. Search

  • Returning more relevant search results with Scopes
  • Using Key Words and Best Bets to help users find the appropriate content
  • Using the Search Center and Search Web Parts to provide a tailored search experience for your environment

9. Meeting Workspaces

  • Purpose
  • Different method of creating meeting workspace and the benefits of each
  • Using a Meeting Workspace to organize reoccurring meetings
  • Making reoccurring meetings easier to maintain through series items

10. Enterprise Features

  • Creating enterprise access to excel spreadsheets through Excel Services
  • Using Form Server to ease the paper trail
  • Connecting and reusing data from other LOB applications through the Business Data Catalog

11. Building a Collaboration Portal Site

  • Features of a collaboration portal
  • Available templates
  • Designing for future growth
  • Planning for static and slow-to-change content
  • Planning for dynamic "work" sites

12. Building a Publishing Portal Site

  • Features of a publishing portal
  • Using Pages to easily display information
  • Using Page Layouts to create a consistent look for similar pieces of content
  • Creating a Branded Portal through Master Pages

Labs

 

Lab 1: List and Web Parts

Lab 2: Document Management

Lab 3: Advanced List Management

Lab 4: Sites and Security

Lab 5: Navigation

Lab 6: Information Architecture

Lab 7: Web 2.0

Lab 8 Search

Lab 9: Meeting Workspaces

Lab 10: Enterprise Features

Course Code: 6148

Registration Information

 

4 Day Course

 

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Resources

PDF of this course