Microsoft SharePoint 2010 Site Collection and Site Administration

Understand the role of the SharePoint 2010 Site Collection and Site Administrator.

Understand the SharePoint 2010 Wheel.

Understand the differences between SharePoint Foundations 2010 and SharePoint 2010.

Understand the expanded browser capabilities.

This module will cover basic information for Site Collection and Site Administrators. Having a basic set of terminology and getting the “lay of the land” will help to understand the rest of the course.

SharePoint 2010 Environment

Navigation

SharePoint 2010 Ribbon

Adding and Editing Content in SharePoint 2010

Using Your Name Menu

After completing this module, students will be able to:

Understand SharePoint 2010 Terminology and the Environment.

Navigate around SharePoint 2010.

Be able to use the SharePoint 2010 Ribbon.

Be able to add and edit basic content within SharePoint 2010.

Use the Your Name Menu.

For organizations that are implementing or continuing to improve SharePoint 2010, the majority of the work is not found in the day-to-day activities of creating and managing SharePoint 2010 objects. It falls within the realm of governance and establishing best practices for how SharePoint 2010 is used within the organization. Without establishing these principals within the organization, SharePoint 2010 will fail.

Governance and Best Practices

Information Architecture

Site Structure

User Education

Resources

After completing this module, students will be able to:

Understand Governance and Best Practices within SharePoint 2010.

Understand Information Architecture.

Understand how site structure can help within SharePoint 2010.

Understand how user education can help with SharePoint 2010.

The first major milestone after Governance is the creation of sites within a site collection. Understanding the types of sites available within SharePoint 2010, as well as the process of creating and understanding navigation, is the foundation for site collection and site managers.

Overview of SharePoint 2010 Hierarchy

SharePoint 2010 Site Inventory

Creating Sites and Subsites

Modifying Site Navigation

Specialty Sites

Sites and Navigation Best Practices

Exercise 1: Create a New Top Level Site

Exercise 2: Create New Sub-Sites called New and Current Projects and Sales

Exercise 3: Configure Navigation between the Learning Lake Site

Exercise 4: Create a Records Center

Exercise 5: Create a Projects Web Database site for Sales

Exercise 6: Create and Configure a Visio Process Repository

Exercise 7: Create a Document Workspace

After completing this module, students will be able to:

Understand the different types of SharePoint 2010 sites available.

Know how to create SharePoint 2010 sites.

Know how to modify site navigation.

Most of the administrating within SharePoint 2010 is done at the list or library level. This module will dig deeper into both lists and libraries and will help organizations determine what works best for a given situation.

Overview of Libraries

Creating a Library in SharePoint 2010

Library Inventory

Overview of Lists

Creating a List in SharePoint 2010

List Inventory

Library and List Best Practices

Exercise 1: Create a Custom List

Exercise 2: Create a New Product Survey

Exercise 3: Create a List from Excel

Exercise 4: Create a Document Library

Exercise 5: Create an Asset Library

Exercise 6: Create a Wiki Page Library

After completing this module, students will be able to:

Understand the purpose of lists and libraries.

Understand the differences between the different lists and libraries.

Create a list or library using multiple methods.

Customize a list form using InfoPath 2010.

This module will explain how permissions work within a site collection and the tools within SharePoint 2010 that are used to manage and maintain them. Being able to create and manage permissions within SharePoint 2010 is one of the more crucial elements that SharePoint 2010 Site Collection and Site Administrators need to know.

Overview of Permissions and Security in SharePoint 2010

Permissions within SharePoint 2010

Managing Permissions within SharePoint 2010

Stop Inheriting Permissions

Creating a New SharePoint 2010 Group

Managing Users and Groups

Other Permissions Management Tools

Permissions Best Practices

Exercise 1: View Permissions of SharePoint 2010 Objects

Exercise 2: Add Users and Groups to SharePoint 2010 Objects

Exercise 3: Create a New Managers Group with Customized Permissions

Exercise 4: Stop Inheriting Permissions between SharePoint 2010 Objects

After completing this module, students will be able to:

Understand how permissions work within SharePoint 2010.

Manage permissions within the site collection and site.

Understand the tools for permissions within SharePoint 2010.

When a new site is created, the site administrators will need to decide how content is managed within the site. They will also need to consider how sites flow between each other, how information is portrayed, especially at the Welcome Page level, and how content is managed within the site.

Overview of Site and Content Management

Content Management

Records Management with the Records Center

Setting up Alerts and Real Simple Syndication

Targeting Audiences with Content

Site and Content Management Best Practices

Exercise 1: Modify the Current Welcome Page

Exercise 2: Enable Content Management

Exercise 3: Enable Content Rating

Exercise 4: Working with Records Center

Exercise 5: Enabling and Configuring Audience Targeting

After completing this module, students will be able to:

Understand the concept of Site and Content Management.

Implement aspects of Site and Content Management.

Understand and implement Records Management through Records Center.

Setup Alerts and Real Simple Syndication feeds.

Implement Targeting Information for Users.

The heavy integration of Microsoft Office 2010 is one of the main benefits of using SharePoint 2010. There are a myriad of ways to connect SharePoint 2010 to Microsoft Office 2010, whether it is connecting a SharePoint 2010 document library to Microsoft Outlook, linking an Access database or an Excel spreadsheet to a list in SharePoint 2010, using Microsoft InfoPath to build SharePoint 2010 lists, publishing a Visio diagram to be displayed in the web, or managing Microsoft PowerPoint slides in a SharePoint 2010 slide library.

Since a majority of SharePoint 2010 users work out of Outlook most of the day, this integration with SharePoint 2010 helps to focus activities in one or two locations instead of four or five locations. All of these options provide significant improvements over using the products on their own. This module will cover the different ways in which SharePoint 2010 and the Office 2010 Suite work together to expose the full functionality of the products.

Overview of Office 2010 and Office Web App

Collaborating Using Outlook 2010

Connecting and Collaborating with Office 2010 Backstage

Connecting, Managing and Editing Documents

Collaborating with PowerPoint 2010

Take Information Offline with SharePoint Workspace 2010

Integration of Visio 2010

Integration of Access 2010

Using InfoPath 2010 with SharePoint 2010

Office 2010 Integration Best Practices

Exercise 1: Connect Outlook 2010 with SharePoint 2010

Exercise 2: Collaborate with PowerPoint 2010

Exercise 3: Connect Visio 2010 to Visio Process Repository

Exercise 4: Working with Information Offline with Workspace 2010

After completing this module, students will be able to:

Understand the integration features between Office 2010 and SharePoint 2010.

Understand how Office Web Apps works between the two products.

Understand the collaboration features available with Outlook 2010.

Understand how Excel and Word interact with SharePoint 2010.

Understand how PowerPoint can expand collaboration and presentations.

Understand how SharePoint 2010 can be taken offline with Workspace 2010.

Understand the integration of Visio and Access with SharePoint 2010.

Have a basic understanding of how InfoPath 2010 works with SharePoint 2010.

When developing SharePoint 2010, it is necessary to create a consistent feel across sites within the site collection. This objective fits in to the Governance aspects of Module 3: Organization and Development of SharePoint 2010 Sites.

Site Columns

Site Content Types

Implementing Document Sets

Show/Hide the Server Ribbon

SharePoint Site Themes

Overview of SharePoint Templates

Managing Through Site Templates

Managing Through List and Library Templates

Page Layout and Site Template Settings

Consistency Best Practices

Exercise 1: Modify the SharePoint 2010 Site Theme

Exercise 2: Create a Site Content Type

Exercise 3: Create Document Set for Learning Lake

Exercise 4: Create a Site Template

Exercise 5: Create a List and Libraries Template

Exercise 6: Designate a Specific Page Layout and Site Templates

After completing this module, students will be able to:

Understand and use Site Content Types and Columns.

Understand and Implement Document Sets.

Implement and Customize SharePoint Site Themes.

One common complaint within organizations is the difficulty finding documents in a timely manner. Many hours are wasted searching for a specific document. This module will show methods for searching and configuring views in order to assist SharePoint 2010 users in finding what they need in much less time.

Overview of Views

Adding Columns to Lists and Libraries

Creating Views in Lists and Libraries

Configuring Per-Location View

Overview of Metadata and Taxonomy for SharePoint 2010

Implementing Managed Metadata

Overview of Search

Implementing Managed Keywords and Best Bets

Using SharePoint Search

Configuring Search Scope

Configuring Search Visibility

View and Search Best Practices

Exercise 1: Use Sorting and Grouping to Modify a View

Exercise 2: Create a New View for Project Documents

Exercise 3: Create Calendar and Gantt Chart Views

Exercise 4: Create and Implement Managed Keywords and Best Bets

Exercise 5: Optimize Project Documents for Search

Exercise 6: Test Search to Find Information

After completing this module, students will be able to:

Understand and configure multiple types of Views.

Understand and configure Per-location Views.

Understand and implement Metadata within SharePoint 2010.

See how Search and Faceted Search work.

Configure Search Scopes and Visibility within SharePoint 2010.

Displaying Data with Web Parts in SharePoint 2010

One important feature within SharePoint 2010 is the many different Web Parts. Most of the SharePoint 2010 Web Parts can be customized. This module will cover the different types of Web Parts that are available and the process of embedding and configuring them.

Overview of Web Parts

Web Part Inventory

Managing a Web Part on a Page

Managing a Web Part

Customizing a Web Part

Web Part Maintenance

Web Parts Best Practices

Exercise 1: Create and Modify a Web Part Page

Exercise 2: Implement and Configure a Link List Web Part

Exercise 3: Direct Tasks to Individuals using Task List Web Part

Exercise 4: Implement and Configure a List View Web Part

Exercise 5: Connect Web Parts to Display Information

Exercise 6: Use a Content Query Web Part

Exercise 7: Display Visio Diagrams using Visio Web Access

Exercise 8: Use a Chart Web Part to Display Data

After completing this module, students will be able to:

Understand the different types of Web Parts.

Understand how to display Web Parts within a SharePoint 2010 page.

Understand basic properties used to configure Web Parts.

Understand how to maintain Web Parts.

An integral part of SharePoint 2010 for document and information management is the ability to configure Workflows. By default, SharePoint 2010 comes with built-in Workflows to help organizations in a variety of different ways, including; approving a new item or document, collecting feedback from multiple users, or disposing of documents based on compliance policies.

Overview of SharePoint 2010 Workflows

Approval - SharePoint 2010 Workflow

Three-State Workflow

Collect Feedback - SharePoint 2010 Workflow

Collect Signatures - SharePoint 2010 Workflow

Disposition Workflow

Managing Workflows in SharePoint 2010

Exercise 1: Create a Workflow to Approve New Projects

Exercise 2: Create a Feedback Workflow

Exercise 3: Create a Disposition Approval Workflow

After completing this module, students will be able to:

Understand Workflows within SharePoint 2010.

Implement and Configure the Approval – SharePoint 2010 Workflow.

Implement and Configure the Three-State Workflow.

Implement and Configure the Collect Feedback – SharePoint 2010 Workflow.

Implement and Configure the Collect Signatures – SharePoint 2010 Workflow.

Implement and Configure the Disposition Workflow.

Understand how to Manage Workflows after created.

An important advancement within SharePoint 2010 is the inclusion of Social Computing concepts. Many organizations have similar challenges when working with internal talent management, also known as knowledge management. One common challenge is finding an individual with the specific skills and knowledge needed to complete a task or project. SharePoint 2010 offers a viable platform to help organizations with talent or knowledge management.

Overview of Social Computing

Using My Sites for Knowledge Management

Configuring My Profile

Using Social Tags and Note Boards

SharePoint 2010 My Site Blog

SharePoint 2010 Social Computing Best Practices

After completing this module, students will be able to:

Understand the different components of SharePoint 2010 My Sites.

Understand how to configure SharePoint 2010 My Profile.

Understand how Social Tags and Note Boards are integrated into SharePoint 2010.

Understand how to implement and configure My Site Blogs.

This module covers SharePoint 2010 topics that Site Collection or Site administrators will work with as part of their day to day activities.

Overview of Administrating of SharePoint 2010

Additional Settings for Site Administration

Additional Settings for Site Collection Administration

After completing this module, students will be able to:

Understand Governance for Site Administration.

Understand additional settings available for Site Administrators.

Understand additional settings available for Site Collection Administrators.