SharePoint 2007 Site Collection Owner/Team Site Administrator

Code: 50420
Course duration: 3 days
Price:

50420: SharePoint 2007 Site Collection Owner/Team Site Administrator (3 Days)

About this Course

This 3 day SharePoint Site Collection Owner/Team Site Administrator course gives students who have Contribute or Administrative permission for a site the ability to manage, administer, and modify a SharePoint site. Students will be shown how to create sub-sites, create libraries and lists, basic workflows, integrate Office 2007 with SharePoint and administer SharePoint sites.

Audience Profile

SharePoint End User or IT professional who is a Site Collection Administrator/Manager or Site Administrator/Manager within their SharePoint environment. Their permission level should be Contribute, Owner or Full Control.

At Course Completion

After completing this course, students will be able to:

  • Create and modify SharePoint objects
  • Understand SharePoint governance at the site collection and site levels
  • Understand SharePoint site planning principals
  • Understand Microsoft Office and SharePoint 2007 integration
  • Modify SharePoint to improve built-in Search
  • Understand and manage permissions within SharePoint 2007

Course Outline

Module 1: What is SharePoint 2007?

This module is an overview of what SharePoint can do for an organization, specifically looking at big picture functionalities like: document management, collaboration, business intelligence, and search.

Lessons

  • Document Management
  • Collaboration
  • Business Intelligence
  • Search
  • SharePoint 2007 Versions

After completing this module, students will be able to:

  • Understand the big picture concepts of what SharePoint can do.
  • Understand the differences between the SharePoint versions.

Module 2: Getting Started

This module gives the student a understanding of the SharePoint environment, navigation and basic use of SharePoint.

Lessons

  • SharePoint Environment
  • Navigation
  • Add Content to SharePoint – Basics
  • Sign In as Different User

After completing this module, students will be able to:

  • Understand terminology and basic abilities within SharePoint.
  • How to navigate around SharePoint.
  • Adding content into SharePoint.

Module 3: Organization and Development of SharePoint Site

This module explains what needs to happen when planning for and governing SharePoint sites.

Lessons

  • Planning the Structure of SharePoint
  • Governance
  • Information Architecture
  • Site Structure
  • User Education
  • SharePoint Best Practices

After completing this module, students will be able to:

  • Plan and apply governance principals with maintaining consistency with SharePoint sites.
  • Plan and apply information architecture when creating SharePoint content.

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

This module explains create sites and subsites, blog sites and modify the navigation between these SharePoint objects.

Lessons

  • Overview SharePoint Hierarchy
  • Navigation
  • Creating a Site and Subsites
  • Create a Blog Site

Lab : Sites, Top Level Sites, and Site Collections

  • Create a new top level site for Learning Lake
  • Build a Blog Site
  • Work with Categories and add Content in Blog Site
  • Create a new subsite of Learning Lake called New and Current Projects
  • Navigate between the Learning Lake and projects sites

After completing this module, students will be able to:

  • Create SharePoint sites and subsites.
  • Add in navigation elements between SharePoint objects.

Module 5: Creating and Modifying Libraries and Lists

This module explains how to create SharePoint Libraries and Lists as well as starting the modification process to align these SharePoint objects to the business needs.

Lessons

  • Overview of Libraries
  • Types of Libraries
  • Library Inventory
  • Overview of Lists
  • Types of Lists
  • List Inventory

Lab : Creating and Modifying Libraries and Lists

  • Create Document Library
  • Create Picture Library
  • Create Wiki Library
  • Create Custom List
  • Create Product Survey
  • Create Task List

After completing this module, students will be able to:

  • Create SharePoint Libraries and Lists.
  • Basic modification of Library and List settings.

Module 6: Document and Meeting Workspaces

This module explains how to create and work with SharePoint Workspaces.

Lessons

  • Overview of Workspaces
  • Create a Document Workspace
  • Create a Meeting Workspace

Lab : Document and Meeting Workspaces

  • Create new Meeting Workspaces from Outlook
  • Create new Document Workspaces from Word

After completing this module, students will be able to:

  • Create and implement Document Workspace.
  • Create and implement Meeting Workspace.

Module 7: Managing Permissions for Users and Groups

This module explains how to manage permissions within SharePoint including individual and groups.

Lessons

  • Overview of Permissions and Security in SharePoint
  • Permissions within SharePoint
  • Managing Permissions within SharePoint
  • Inherit Versus Edit Permissions
  • Creating a New SharePoint Group
  • Other Permission Management Tools

Lab : Managing Permissions for Users and Groups

  • View permissions at the Site, Library/List or document levels
  • Add User and Groups to Site, Library/List or document levels
  • Break Inheritance between Site, Library/List or document levels
  • Remove permissions for a group or user in a Site, Library/List or document
  • Inherit permission from the Parent site or library/list

After completing this module, students will be able to:

  • Manage permissions at the Site Collection and Site levels.
  • Manage inheritance of permissions between sites.
  • Create a new SharePoint group.

Module 8: Site and Content Management

This module explains how setup and management content within a SharePoint site.

Lessons

  • Overview of SharePoint Site and Content Management
  • Site Management
  • Modifying Portal Site Navigation
  • Content Management
  • Document Check Out
  • Versioning
  • Alerts for Libraries and Lists
  • Using RSS Feeds
  • Targeting Audiences for Content
  • Recycle Bin

Lab : Site and Content Management

  • Create a Portal page and edit
  • Manage content through Target Audience
  • Manage content through Versioning and Check Out
  • Modify site navigation to integrate Learning Lake Portal
  • Manage RSS Feeds

After completing this module, students will be able to:

  • Modify portal site navigation.
  • Implement content management features.
  • Setup and manage Alerts from SharePoint.
  • Implement RSS feeds.
  • Implement Target Audiences.
  • Understand the Recycle Bin at Site and Site Collection levels.

Module 9: Office 2007 Connection to SharePoint

This module explains how to integration Office 2007 products or Outlook, Word, Excel, PowerPoint, Access, and InfoPath into SharePoint 2007.

Lessons

  • Overview of Office 2007 Systems
  • Communicating with Outlook 2007 Calendars, Tasks, Contacts, RSS and Alerts
  • Connecting, Managing, and Editing Documents from Outlook 2007 Overview
  • Integrating an Email Address with a Document Library or List
  • Connecting, Managing, and Editing Documents from Word, Excel, or PowerPoint 2007
  • Sharing Data from Access 2007
  • Using InfoPath 2007 with SharePoint

Lab : Office 2007 Connection to SharePoint

  • Connect Tasks, Alerts, Calendars, Content with Outlook 2007
  • Connect with PowerPoint 2007
  • Connect with InfoPath 2007

After completing this module, students will be able to:

  • Connect SharePoint to Outlook using calendars, tasks, contacts, RSS and Alerts.
  • View and manage documents from Outlook 2007.
  • Email SharePoint link instead of attachments.
  • Connecting Word, Excel, PowerPoint, Access, and InfoPath to SharePoint.

Module 10: Creating Consistency Across Sites in SharePoint 2007

This module explains how to modify the SharePoint Master Page, Site Columns and Content Types to improve consistency across SharePoint.

Lessons

  • Overview of Master Pages
  • Modifying the Master Page
  • Overview of Site Columns and Site Content Types
  • Site Columns
  • Site Content Types

Lab : Creating Consistency Across Sites in SharePoint 2007

  • Open a sites Master page in SharePoint Designer and modify CSS for the site
  • Create a site content type
  • Add custom columns to the content type
  • Apply a document template to the content type
  • Hide the default document

After completing this module, students will be able to:

  • Understand the concept of Master Pages and CSS for a SharePoint site.
  • Create and manage site content types.
  • Create and manage site columns.
  • Apply a document template to a content type.

Module 11: Finding Information Using SharePoint Search and Views

This module explains how SharePoint search works and how to optimize SharePoint search out of the box.

Lessons

  • Overview of Views
  • Adding Columns to Lists and Libraries
  • Creating Views in Lists and Libraries
  • Overview of Search
  • Basic Search
  • Advanced Search Web Part
  • Best Practices for SharePoint Search
  • Metadata
  • Keywords
  • Managed Keywords at Site Collection
  • Configuring Search Scope
  • Configuring Search Visibility

Lab : Finding Information Using SharePoint Search and Views

  • Use sorting and grouping to modify a view
  • Change the default view
  • Create a calendar and Gantt view
  • Work with different types of columns

After completing this module, students will be able to:

  • Create and modify SharePoint views.
  • Understand how SharePoint basic and advance search operations.
  • Understand best practices with Search.
  • Implement metadata, keywords, and search scopes with SharePoint.

Module 12: Templates and Customization

This module explains how manage SharePoint through customizations and templates to keep consistency.

Lessons

  • Overview of SharePoint Templates
  • Managing Through Site Templates
  • Managing Through List and Library Templates
  • Customization of Sites Using Site Settings

Lab : Templates and Customization

  • Save Site as a Template
  • Save List and Libraries as Templates
  • Customize the Site Theme and Picture

After completing this module, students will be able to:

  • Create Site Templates.
  • Create List and Library Templates.
  • Customization of Sites using Site Settings.

Module 13: Getting More from SharePoint with Web Parts

This module explains SharePoint web parts and how to customize them to display business related information.

Lessons

  • Overview of Web Parts and Web Part Pages
  • Web Part Inventory
  • Managing a Web Part Page
  • Managing a Web Part
  • Customizing Web Parts
  • List and Library Web Parts
  • Default Web Parts
  • Content Roll-Up Web Parts
  • Dashboard Web Parts
  • Business Data Web Parts
  • Other Web Parts

Lab : Getting More from SharePoint with Web Parts

  • Create and Modify a Web Part Page
  • Create and Modify Link List Web Part
  • Create and Modify Task List Web Part
  • Create and Modify a This Week in Pictures Web Part
  • Create and Modify List View Web Part
  • Create and Modify Site Aggregate Web Part

After completing this module, students will be able to:

  • Understand the differences between the SharePoint web parts that are available in their version of SharePoint.
  • Add and configure standard properties for web parts.

Module 14: Document Management through Workflows

This module explains how to use the default workflows available in SharePoint 2007.

Lessons

  • Overview of SharePoint 2007 Workflows
  • Approval Workflow
  • Three-State Workflow
  • Collect Feedback Workflow
  • Collect Signatures Workflow
  • Disposition Workflow

Lab : Document Management through Workflows

  • Add users to site as Bench Mark Learning Inc. Members
  • Create a work flow to approve a new project added to the Learning Lake Projects list
  • Create a Collect Feedback workflow for the Project Docs library for multi-level approval
  • Create a Disposition Approval workflow for document retention in Project Docs library

After completing this module, students will be able to:

  • Configure and maintain a SharePoint Approval workflow.
  • Configure and maintain a Collect Feedback workflow.
  • Configure and maintain a Deposition Approval workflow.

Module 15: Administrating a SharePoint Site Collection and Site

This module explains how to manage, maintain and utilize reports within a Site Collection or SharePoint site.

Lessons

  • Overview of Administrating of SharePoint
  • Settings for Site Collection Administration
  • Settings for Site Administration

After completing this module, students will be able to:

  • Understand other administrative features involved with administrating a SharePoint Site Collection or Site
  • Understand reporting with a SharePoint Site Collection or Site

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