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SharePoint 2010 Features and Customization  

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Hands-On Technology Transfer   

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Seminar Summary:

This hands on course teaches students how to develop and deploy SharePoint 2010 sites and also teaches students SharePoint from the .NET developer's perspective. Many of the exercises in this course will use the SharePoint Designer, and the course will show students how to extend and enhance SharePoint implementations using ASP.NET technologies. (see full course description)

 

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Training Course Syllabus:


SharePoint 2010 Features and Customization Hands-On Training Course

Students Will Learn:

Install and Configure SharePoint Server 2010
Create and Configure SharePoint Sites and Site Collections
Manage SharePoint Farms
Use the Central Administration Utility
Add and Modify SharePoint Site Content
Create and Customize Lists and Libraries
Set Custom Validation Rules for New List or Library Entries
Set Up Site Navigation Systems

Set Up Shared Calendars for Users
Use Built-In Web Parts and Customize Web Parts
Use SharePoint 2010ís Built-In Workflows
Create Custom Workflows Using SharePoint Designer 2010
Control Site Appearance with Master Pages and Cascading Style Sheets (CSS)
Set Up Word and Excel Documents for Co-Authoring
Use Business Connectivity Services (BCS) to Display Database Records on SharePoint Sites
 

Course Description: This hands-on course thoroughly covers the out-of-the-box features of SharePoint 2010 and how to customize these features to make the most of your SharePoint environment. The course begins with a thorough overview of the out-of-the-box features and customization using SharePoint Designer 2010, then moves on to adding pages to sites and adding navigation solutions for sites. Students learn the details of how to create new sites from scratch or by using site templates, pages and web parts available in SharePoint 2010, including wikis, blogs, team sites, web databases and meeting workspaces. This includes web parts that work with Outlook, such as displaying an inbox or calendar, sharing Visio diagrams, and co-authoring of Excel spreadsheets and Word documents. The course also covers how to create custom web parts from scratch.

Included are techniques for using lists to promote information sharing, create surveys, mange the status of tasks and projects and share calendars, as well as the creation of custom lists either from scratch or based on spreadsheets. Document and file management are also covered, including setting up content approval, managing major and minor changes to documents, and checking-out/checking-in documents.

Students will learn how to use built-in workflows as well as how to create custom workflows using SharePoint Designer 2010. The SharePoint Designer will also be used to define custom master pages to control the look and feel of sites, as well as use cascading style sheets (CSS) to completely customize and standardize site and page appearance. Also covered are techniques for displaying database records on SharePoint sites using Business Connectivity Services (BCS).

Key administrative tasks are reviewed, including how to manage workflows and manage user permissions and security.

Comprehensive hands on exercises illustrate the concepts and techniques presented, and provide practice creating common SharePoint components including lists, libraries, blogs, calendars, wikis, announcements and tasks. Exercises also include use of the SharePoint Designer 2010 tool.

Students who will also need to administrate and configure Sharepoint for the enterprise should register for the five-day course SharePoint 2010 Customization and Administration rather than this course.

Course Prerequisites: Familiarity with computers
 

Course Agenda:

SharePoint Installation and Architecture

  • SharePoint Server 2010 Prerequisites
  • Steps to Install and Configure SharePoint 2010
  • Complete Overview of the SharePoint 2010 Architecture
  • Using the Central Administration Utility

SharePoint Sites

  • Categories of SharePoint Sites
  • Creating and Managing New Web Applications
  • Creating and Managing Site Collections
  • Creating and Managing Farms
  • Creating Sites for Meetings
  • Creating Sites to Support Teams
  • Understanding and Using SharePoint 2010's Web Database
  • Using Quota Templates to Manage the Size of Sites
  • Using Managed Paths to Control URL Addresses
  • Setting up Navigation Systems

Effectively Using Lists

  • Using Lists for Information Sharing
  • Creating Shared Calendars, Task Lists, Announcements and Other Lists
  • Creating Custom Lists From Scratch
  • Creating New Lists Based on Spreadsheets
  • Creating and Using Surveys
  • Defining Key Performance Indications (KPIs) Using Status Indicators
  • Adding Custom Columns to Lists
  • Creating Multiple Views of Lists

Libraries and Document Management

  • Allowing Users to Share Files and Documents with Libraries
  • Storing and Sharing Visio Diagrams, PowerPoint Slides, and InfoPath Forms
  • Configuring Content Approval of Library Entries
  • Setting up Check-In/Check-Out to Enforce Exclusive Access to Documents
  • Managing Major and Minor Version Changes
  • Saving Past Versions of Files
  • Fully Customizing Libraries
  • Creating Multiple Views of Libraries
  • Setting Validation Rules for New Entries to Lists and Libraries

Automating Business Rules with Workflows

  • Using the Built-in Workflows that Come With SharePoint 2010
  • Creating Custom Workflows in SharePoint Designer 2010
  • Configuring Workflows to Start Automatically
  • Managing, Editing and/or Deleting Existing Workflows

Pages and Web Parts

  • Adding Additional Pages to Sites
  • Understanding SharePoint 2010's Built-in Web Parts
  • Adding Web Parts to Sites
  • Customizing Web-Parts and Pages
  • Creating Wiki Pages, Publishing Pages and Web-Part Pages
  • Creating Site Navigation Systems

Managing Site Appearance

  • Using SharePoint Designer 2010 to Edit Sites
  • Managing Master Pages and Cascading Style Sheet (CSS) Files to Brand Sites
  • Creating and Applying Custom Master Pages
  • Managing CSS Using SharePoint Designer 2010
  • Linking Custom CSS Files to Sites
  • Safely Removing Unwanted Features From Sites

Microsoft Office Integration

  • Understanding SharePoint 2010's Integration With Microsoft Office
  • Configuring Excel Spreadsheets and Word Documents for Co-authoring
  • Sharing PowerPoint Slides and Visio Diagrams
  • Displaying InfoPath Forms on SharePoint Sites
  • Displaying Outlook's Content with Web Parts
  • Setting Up Shortcuts in Office to SharePoint Libraries
  • Managing Subsets of Files Using Document Sets

Database Integration with Business Connectivity Services (BCS)

  • Understanding Business Connectivity Services (BCS)
  • Displaying Database Records on SharePoint Sites Using BCS
  • Updating Database Content From SharePoint Lists
  • Securely Storing Database Login Credentials in the Secure Server Store

Seminar Summary:

This hands on course teaches students how to develop and deploy SharePoint 2010 sites and also teaches students SharePoint from the .NET developer's perspective. Many of the exercises in this course will use the SharePoint Designer, and the course will show students how to extend and enhance SharePoint implementations using ASP.NET technologies. (see full course description)

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