SPMC - SharePoint 2007 End-User (Managing Content)

By the end of the day the new ‘End User’ is now a highly intelligent and efficient SharePoint user; building, customising and managing their own sites with advanced publishing skills, where previously this would have been the role of a web designer.

After completing this course, students will understand:

• How to navigate and search SharePoint sites
• How to work with document libraries and lists
• How to add and modify content
• How to use the document management features
• How to use the new Outlook integration features
• How to use the recycle bin
• How to set and manage alerts
• How to manage lists
• How to use workflows
• How views are used in SharePoint
• How to create and use document and meeting workspaces

Module 1:
• Intro to SharePoint
• What is SharePoint?
• DEMO (Lab): Let’s have a look at SharePoint
• SharePoint is more than a document storehouse
• Some exciting areas in SharePoint
• Why does it look different at work?
• Benefits of using SharePoint
• DEMO (Lab):Create a Wiki page
• Lab: Let’s have a look at SharePoint
• Lab: Create a Wiki page

Module 2:
• Navigating SharePoint and SharePoint structure
• A typical web page
• Site hierarchy
• DEMO: Create your own site to work with today
• SharePoint hierarchy
• SharePoint lists
• SharePoint libraries
• Navigating a SharePoint page
• Manipulating content
• Edit/view document properties
• DEMO: Upload a document/multiple documents to shared docs library & create list items (a task and a survey)
• Creating a view
• DEMO: Create a View, and view your site in Explorer View
• Version history
• Checking documents in and out
• DEMO: Document management (check doc in and out, approve and then check version history)
• Searching for content on SharePoint
• Microsoft Enterprise search
• Search options in SharePoint
• Using the search box and advanced search
• Basics of search syntax
• DEMO: Performing a Search in SharePoint

Lab: SharePoint structure:
• Create your site to work with today
• Upload a document /multiple documents to shared docs library& create list items (a task and a survey)
• Create list item (Create a task and a survey)
• Create a View, and view your site in Explorer View
• Document management (check doc in and out, approve and then check version history)
• Performing a Search in SharePoint

Module 3:
• Staying up to date
• What is Workflow?
• Workflows included in Office SharePoint Server 2007
• DEMO: Select a document and add to workflow, or start a workflow manually
• Content Approval
• DEMO: How to approve/reject/reassign a workflow
• Workflow tracking
• DEMO: Managing Workflows, including check workflow status, view and interpret workflow history and reporting
• Alerts and signing up to an alert
• Creating Alerts in a library or list
• An Item Changed email
• DEMO: Sign up to an alert to receive an email when the Wiki page is updated
• RSS (Relatively Simple Syndication)
• How to subscribe to an RSS feed
• DEMO: Subscribe to an RSS feed and add an RSS Web Part

Lab: Using workflow:
• Select doc to add to workflow, or start one manually
• Approve a document, Reject a document and Reassign a document
• Managing Workflows, including check workflow status, view and interpret workflow history and reporting
• Reports
• View My Tasks
• Pending approval, draft documents
• Sign up to an alert to receive an email when the Wiki page is updated
• Subscribe to an RSS feed and add an RSS Web Part

Module 4:
• Workspaces in SharePoint
• What is a workspace?
• Document workspaces
• DEMO: How to create a document workspace
• Ways to use a meeting workspace
• DEMO: Creating a meeting workspace

Lab: Create doc workspace (from SharePoint or Office 2007) and a meeting workplace from the calendar

Module 5: Publishing and Customising Sites in SharePoint:
This module is a workshop module, where students apply what they have learnt and learn some advanced skills.

• Create a new web page in SharePoint
• Selecting a template for your new page
• Changing the Page Contents of a Article Page with a Image
• Adding Text to the Page Content and formatting it
• Add a hyperlink to another page, and configure style and layout of the link
• Changing the Page Contents of a Article Page with Summary Links
• Check page in and submit for approval
• Approving a publishing page
• Hiding and showing the page editing toolbar

Module 6:
• SharePoint and Microsoft Office
• Which lists and libraries can receive e-mail?
• Send an e-mail to a list or library
• SharePoint/Outlook equivalents
• View calendars side-by-side
• Outlook inbox and WSS discussion boards
• Outlook tasks and WSS task lists

Lab: Create doc workspace (from SharePoint or Office 2007) and a meeting workplace

Module 7:
• SharePoint My Site• MySpace vs. Facebook
• SharePoint My Site
• What is My Site and how do I get there?
• My Profile and My Home
• Lab: Create a MySite

Before attending this workshop, students should be familiar with Microsoft Office and have been working with MOSS/WSS from a client site for three months. As this is an entry-level course, basic concepts will be covered for totally new users.