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Microsoft

Course 50547-B: Microsoft SharePoint 2010 Site Collection and Site Administration

  • Duration: 5 days
  • Job Role: Developer

Course 50547-B: Microsoft SharePoint 2010 Site Collection and Site Administration

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This five-day instructor-led Site Collection and Site Administrator course gives students who have SharePoint 2010 Owner permissions for a site the ability to manage, administer and modify a SharePoint 2010 site based on business needs and objectives. This course also provides the IT Business Analyst the necessary information to advise business units on which features are a best fit for their business processes. The course will provide students necessary information on SharePoint 2010 features and capabilities including how to implement and Best Practices for implementing the feature. The course will also focus on different aspects of Governance, Office 2010 integration, workflows, web parts and much more, helping students to understand the depth and breadth of SharePoint 2010.

Audience Profile

This course is intended for SharePoint Administrators, SharePoint Developers, Site Collection, Site Administrators and SharePoint Power Users who are tasked with working within the SharePoint environment.

Prerequisites

  • Windows XP, Vista, or Windows 7.
  • Office 2003, 2007, or 2010.
  • Internet Explorer 7 or 8.

Course outline

Module 1: SharePoint 2010 General Overview
Module Overview

The SharePoint 2010 family of tools has expanded to include a wider variety of functionality that offers organizations a streamlined process and central location for document management, collaboration and information management. Module 1 provides an overview of the versions and functionalities. It also explains the site collection and site administrator roles.

Lessons

SharePoint 2010 Site Collection and Site Administrator Roles
SharePoint 2010 Wheel
Comparing SharePoint 2010 Versions
Expanded Browser Capabilities

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

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.

Module 2: SharePoint 2010 Environment – Getting Started
Module Overview

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.

Lessons

SharePoint 2010 Environment
Navigation
SharePoint 2010 Ribbon
Adding and Editing Content in SharePoint 2010
Using Your Name Menu

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

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.

Module 3: Organization and Development of SharePoint 2010 Sites
Module Overview

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.

Lessons

Governance and Best Practices
Information Architecture
Site Structure
User Education
Resources

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

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.

Module 4: Site Collections, Top Level Sites and Sites
Module Overview

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.

Lessons

Overview of SharePoint 2010 Hierarchy
SharePoint 2010 Site Inventory
Creating Sites and Subsites
Modifying Site Navigation
Specialty Sites
Sites and Navigation Best Practices

Lab Sessions

Site Collections, Top Level Sites and Sites

Lab Lessons

Create a New Top Level Site
Create New Sub-Sites called New and Current Projects and Sales
Configure Navigation between the Learning Lake Site
Create a Records Center
Create a Projects Web Database site for Sales
Create and Configure a Visio Process Repository
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.

Module 5: Creating and Modifying Libraries and Lists
Module Overview

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.

Lessons

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

Lab Sessions

Creating and Modifying Libraries and Lists

Lab Lessons

Create a Custom List
Create a New Product Survey
Create a List from Excel
Create a Document Library
Create an Asset Library
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.

Module 6: Managing Permissions for Users and Groups
Module Overview

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.

Lessons

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

Lab Sessions

Managing Permissions for Users and Groups

Lab Lessons

View Permissions of SharePoint 2010 Objects
Add Users and Groups to SharePoint 2010 Objects
Create a New Managers Group with Customized Permissions
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.

Module 7: Site/Content Management and Collaboration
Module Overview

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.

Lessons

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

Lab Sessions

Site and Content Management

Lab Lessons

Modify the Current Welcome Page
Enable Content Management
Enable Content Rating
Working with Records Center
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.

Module 8: Office 2010 Integration with SharePoint 2010
Module Overview

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.

Lessons

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

Lab Sessions

Office 2010 Integration with SharePoint 2010

Lab Lessons

Connect Outlook 2010 with SharePoint 2010
Collaborate with PowerPoint 2010
Connect Visio 2010 to Visio Process Repository
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.

Module 9: Creating Consistency Across Sites
Module Overview

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.

Lessons

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

Lab Sessions

Creating Consistency Across Sites

Lab Lessons

Modify the SharePoint 2010 Site Theme
Create a Site Content Type
Create Document Set for Learning Lake
Create a Site Template
Create a List and Libraries Template
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.

Module 10: Finding Information Using Search and Views
Module Overview

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.

Lessons

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

Lab Sessions

Finding Information Using Search and Views

Lab Lessons

Use Sorting and Grouping to Modify a View
Create a New View for Project Documents
Create Calendar and Gantt Chart Views
Create and Implement Managed Keywords and Best Bets
Optimize Project Documents for Search
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.

Module 11: Displaying Data with Web Parts in SharePoint 2010
Module Overview

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.

Lessons

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

Lab Sessions

Displaying Data with Web Parts in SharePoint 2010

Lab Lessons

Create and Modify a Web Part Page
Implement and Configure a Link List Web Part
Direct Tasks to Individuals using Task List Web Part
Implement and Configure a List View Web Part
Connect Web Parts to Display Information
Use a Content Query Web Part
Display Visio Diagrams using Visio Web Access
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.

Module 12: Document Management through Workflows
Module Overview

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.

Lessons

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

Lab Sessions

Document Management through SharePoint 2010 Workflows

Lab Lessons

Create a Workflow to Approve New Projects
Create a Feedback Workflow
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.

Module 13: SharePoint 2010 Social Computing and Collaboration
Module Overview

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.

Lessons

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

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

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.

Module 14: Administrating a SharePoint 2010 Site Collection and Site
Module Overview

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

Lessons

Overview of Administrating of SharePoint 2010
Additional Settings for Site Administration
Additional Settings for Site Collection Administration

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

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.

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