Course 50608-A: SharePoint 2010 for the iWorker - The Necessary Basics

Microsoft

Course 50608-A: SharePoint 2010 for the iWorker – The Necessary Basics

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In this 2 day instructor-led course, the students will learn to perform basic to advanced functions as an end user with SharePoint 2010 sites. This can be taught on-site or at a training company. This 2 day course can be combined with the Site Owner course to provide 5 days for the students.

Audience Profile

The primary audience for this course is individuals who want to become more proficient with the use of SharePoint 2010 in the workplace. This course covers the basics for those who have never seen SharePoint or need to learn how to use it properly. This is a non-technical course for iWorkers. The secondary audience for this course is individuals who will continue on to the Site Owner role and will take the more advanced courses. This course will serve as the prerequisite.

Prerequisites

Course outline

Module 1: Introduction to SharePoint 2010 as an End User

Module Overview

The students will be introduced to what SharePoint 2010 is and what it can do for the end user (employees) and for business (employers).

Lessons

What is SharePoint ?
The SharePoint Players (roles of various people)
Focus on the End User Expectations
Complete walkthrough of a SharePoint site

Lab Sessions

Explore a SharePoint 2010 site

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Describe what SharePoint 2010 is and what it looks like.
Understand how to interact with the various parts of the site
Proceed with interaction on their own SharePoint sites at work.
Understand the correlation of Office 2010 with SharePoint 2010.

Module 2: Getting Comfortable with SharePoint 2010

Module Overview

The students will be introduced to permissions, lists and libraries.

Lessons

Permissions on various objects in SharePoint and the roles of the players
Procedures for common every day SharePoint tasks
An introduction to lists and the importance of them
An introduction to Libraries and the importance of them
Authoring new documents
Participation in Discussion Boards

Lab Sessions

Lists, Libraries and Discussion Boards

Lab Lessons

Working with various list types
Working with various libraries
Participating in a discussion
Author a new document

After completing this module, students will be able to:

Describe various kinds of lists and the purpose of each.
Describe the purpose of libraries and how to use them effectively.
Interact in a discussion board in SharePoint.
Author new documents in SharePoint.

Module 3: Other SharePoint sites you may have to use

Module Overview

The students will be introduced to other sites they will be exposed to at work.

Lessons

A Meeting site
A Wiki site
A Records Center site
UserID options
My Site

Lab Sessions

My Site configuration

Lab Lessons

Discovering various site types and their uses
Working with My Site

After completing this module, students will be able to:

Interact with a Records Center site.
Interact with a Wiki site.
Interact with a meeting site.
Interact with My Site.
Set up their profile and User ID options.

Module 4: Search, Voting Buttons and Tags

Module Overview

The students will be introduced to SharePoint social computing features that enable them to share favorite SharePoint sites and documents by tagging them with I like it or adding their own keywords and descriptions. This will expand the possibilities in search by using these keywords and tags in your search query. Also, their colleagues can see what areas you like and can also search on these keywords.

Lessons

Searching on a SharePoint page or site
Using a dedicated search center site
Using voting buttons (I like it) and tags (keywords)
Using people search

Lab Sessions

Searching a SharePoint 2010 site
Rating content and pages in SharePoint

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Use all the functions of search to find anything, including tags, documents, words inside documents and people.
Use the voting buttons and understand their significance to others.
Add tags to everything for easy retrieval and sharing.
Using voting buttons (5 star system) to rate content and pages.

Module 5: Extra Columns and Document Metadata

Module Overview

The students will be introduced to lists and libraries with extra columns. They will learn the significance and the correlation of these columns to the metadata of the document. These columns may be needed for Governance, but are very useful for searching, routing, categorizing and sorting data. Students will also be encouraged not to use folders, but instead sort large libraries or lists using column select sort.

Lessons

Exposure to extra columns in libraries and lists with compulsory data or not
How these columns link to the properties of the document (metadata)
How to sort columns to break down large libraries and lists
How to focus on documents from a specific department or person
How to use the Document panel within Word to access the metadata

Lab Sessions

Editing properties, using Document Panel and sorting by column

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Input data directly into the columns of a list or library.
Access the Document Panel within Office client programs.
Sort by the data in columns or metadata.
Shorten large libraries or lists using sort by column.
Understand using folders for permissions, not for organization.

Module 6: Time Sensitive Lists Synchronization

Module Overview

The students will be introduced to the procedure and concepts of synchronizing anything in SharePoint with their client applications such as the Office Suite. Specifically, students will learn to synchronize SharePoint Tasks and Calendars with Office Outlook and SharePoint Workspace 2010.

Lessons

SharePoint Task list synchronization with Outlook 2007/2010
SharePoint Calendar synchronization with Outlook 2007/2010
Synchronizing SharePoint tasks and calendars with SharePoint Workspace 2010

Lab Sessions

Synchronizing SharePoint tasks and calendars with Outlook
Synchronizing SharePoint tasks and calendars with Workspace

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Synchronize Calendars with Outlook or SharePoint Workspace.
Synchronize Tasks with Outlook or SharePoint Workspace.
Use these synchronized copies offline and re-synchronize later.

Module 7: Optional Practices

Module Overview

This section can be used if this course is scheduled to run by itself at the start of the day without the Beginner course first. This section adds more hands on practices to the day to reinforce the topics learned earlier. This is a deeper dive and extra exposure to the concepts and procedures. The students will participate in collaboration scenarios that simulate work.

Lessons

An introduction to each scenario and what is expected of the student

Lab Sessions

Working with a Project site from start to finish

Lab Lessons

Simulating a work environment where everyone has to contribute to the project
Use tags to add keywords to areas of the project such as sites and documents
Use voting buttons on documents and seeing the results afterwards
Use the Notes function to add their own thoughts to a document or object
Search by filename, metadata, keyword or note
Search for people using a number of criteria
Synchronize the project site with SharePoint Workspace 2010
Synchronize the Calendars and Tasks of the site
Set up email alerts to various items and RSS notifications

After completing this module, students will be able to:

Interact with fellow students on a real Project Site in SharePoint.
Fully understand all aspects of getting the project done in SharePoint.
Confidently show others how to perform functions in SharePoint.
Prepare themselves for the Site Owner course.

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