• What is SharePoint?
  • What is ‘this’ SharePoint everyone is talking about?
  • Evolution of SharePoint – Where did it come from?
  • Business case for SharePoint
  • SharePoint as a tool in support of your enterprise vision
  • Driving SharePoint from the top down
  • Using SharePoint to enable team collaboration and drive engagement
  • Understanding and defining SharePoint roles
• The five pillars of SharePoint – Breaking down what SharePoint can do for you
  • Share
  • Organize
  • Discover
  • Build
  • Manage

• Web application
• Site collection
  • Sites with common tools and features
  • Top level sites
• Site
• Site components
  • Child sites
  • Lists
  • Libraries
  • Pages
  • Look and feel
  • Navigation

• Tour of a project site
• Site components
  • Suite bar
  • Top link navigation
  • Quick launch
  • Tabs and ribbons
  • Share, follow, sync, edit, focus on content
  • Settings (Site action)
  • Site contents
  • Recycle bin
  • Site content area
  • Understanding URLs and how to use them to navigate
  • IE favorites
  • Newsfeed
  • List and library examples

• Definition of a site – Why do we create new sites
• Site components revisited
• Site templates explained
• Site settings and features
• Creating sites
  • Initial settings: Title, URL, template and default permissions & navigations
  • Default layout based on template selection
  • Editing navigation: Top link bar and quick launch
  • Site settings
  • Tree view

Lab: Creating a site structure – Training center example

• Creating a site collection top level site
• Default groups and permissions
• Settings and features
• Create a child site – SharePoint training
• Simple site branding – Title, logo, composed looks
• Navigation

• What are lists
• Using lists to manage business processes
• List architecture
  • Content types – items
  • Metadata
    • Importance of metadata – never too much!
    • Columns/field types
  • Views
• Available list apps
• Creating apps using list templates
  • Creating common lists from templates
  • Building a custom list
  • Importing from Excel
• Exploring the list toolbars
• Working with List data
  • Creating, modifying and deleting items
  • Using the different view formats for working with items
• Using basic reporting functions: Sort and Filter
• Working with the Task List app
  • Parent/Child tasks
  • Using the timeline
  • Using the different views
• Advanced list topics
  • Validating a list column
  • Advanced settings
  • Deleting lists
  • Saving as a template
  • Enterprise keywords
  • Using alerts
• Working with views
  • Exploring existing views
  • Creating a new view
• Class activity – Architecting a ‘class roster’
  • Explain business requirements
    • Architect the list
      • Metadata requirements
      • View/report requirements
    • Build the list
    • Students interact with the list
    • Create view
    • Test view

Lab: Working with lists in the SharePoint training site

• Create lists in the SharePoint training site
  • ‘Training’ tasks
  • ‘Training’ calendar
  • ‘Instruction availability’ calendar
  • Custom ‘classes’ list

• What are libraries?
• Using libraries to manage document information lifecycle in the enterprise
• Library architecture
  • Content types – documents
  • Metadata
    • Importance of metadata
    • Folders vs. metadata
    • Columns/field types
  • Views
• Available library apps
• Creating apps using Library Templates
  • Creating a document library
  • Creating a picture library
• Exploring the Library toolbars
• Working with documents
  • Adding content to a document library with no required metadata
    • New document
    • Saving documents from Office
    • Upload documents
    • Windows explorer
    • Drag-and-Drop
  • Adding content to a document library with required metadata
    • New document
    • Saving documents from office
    • Upload documents
    • Windows Explorer
    • Drag-and-Drop
    • Document control using check-in/check-out
    • Using basic reporting functions – Sort and Filter
    • Using version control
  • Major versions
  • Major and minor versions
  • Content approval
• Advanced Library topics
  • Validating a list column
  • Advanced settings
  • Deleting a Library
  • Saving as a Template (with content)
• Working with Views
  • Exploring existing views
  • Creating a new view
• Class activity: Architecting a ‘client records’ library
  • Explain business requirements
  • Architect the library
    • Metadata requirements
    • View/report requirements
  • Build the library
  • Upload documents to the library
  • Create view
  • Test view

Lab: Working with libraries in the SharePoint training site

• Create libraries in the SharePoint training site
  • Create a document library
  • Upload documents and create new documents
  • Enable version control
  • Work with documents with version control
  • Create a picture library

Upload pictures and work with formats

• Overview of permissions and security
• Groups
  • Default groups
  • Creating groups and managing group memberships
• Users
  • Active directory integration
  • Using security groups for SharePoint Access Control
• Permission levels
• Role-based management
  • Groups represent roles
  • Groups are assigned permission levels
• Where permissions are set
  • Site, lists and items, libraries and documents
• Inheritance
• Using ‘Sharing’ to share information
• Access requests
• Best practices

Lab: Working with permissions and sharing information

• Creating a group
• Adding users to a group
• Assigning permission levels
• Sharing a site and a library
• Create and edit permission levels

• Importance of ECM
• Content types
  • Site columns
  • Content types
• Managed metadata
• Document sets

Lab: Working with content types

• Creating site columns
• Creating content types
• Using managed metadata
• Creating document sets

• Connecting and syncing lists and libraries to Outlook
• Project Pro integration
• Exporting data to Excel
• Site mailboxes

Lab: Connecting lists and libraries to Outlook

• Syncing the task list
• Connecting a calendar
• Connecting contacts
• Exporting a list to Excel
• Creating a site mailbox

• OOTB workflow
• Workflow settings
• Workflow administration
• Custom using SharePoint designer

Lab: Using Workflow

• Creating an approval workflow
• Creating a three-state workflow
• Creating a custom workflow to manage documents

• Surveys
• Wiki
• Blog
• Newsfeed
• About Me
• Communities

Lab: Using the collaboration tools

• Creating a Survey
• Creating a Wiki for Procedures Manual
• Creating a Blog
• Creating Your “Profile” / About Me
• Using the Newsfeed
• Following Colleagues, Documents, and Sites
• Creating a SharePoint User Group Community

• Pages
  • Page types
  • Choosing the right page type
  • Creating pages
• Web pages
  • What are web parts
  • Using the common web parts
  • Web part properties
• Page design
  • Creating pages
  • Page layout
  • Placing components on your page

Lab: Designing your team site

• Planning your page
• Creating a new page
• Place components and web parts on the page
• Moving items around on a page
• Best practices