SharePoint Information Worker Workshop

This three-day, instructor-led, workshop provides students with the knowledge and skills that are needed to start using and working with Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007.

This workshop has been designed to introduce students to all core functions of Windows SharePoint Services and to gain a deeper understanding of the SharePoint components and features. Students will learn step-by-step how to work with SharePoint and how the functionality can be used in a business environment.

Doelgroep:

This workshop is intended for Information Worker professionals with basic understanding of collaboration and information management features. Information Workers are also called Knowledge Workers or Power Users. This workshop is specially developed for users which are responsible for managing content and structure. The workshop contains a lot of hands-on labs.

Resultaat:

After completing this workshop, students will be able to:

• Identify and describe the collaboration needs in the enterprise and understand how SharePoint Products and Technologies address such needs
• Identify and use the basic features of SharePoint sites
• Navigate and locate content within and outside of a SharePoint site
• Understand and manage content through SharePoint lists and libraries
• Describe, define and manage the functions of SharePoint integration with Office
• Implement and manage document and meeting workspaces

After completing this workshop, students will be able to:

• Identify and describe the collaboration needs in the enterprise and understand how SharePoint Products and Technologies address such needs
• Identify and use the basic features of SharePoint sites
• Navigate and locate content within and outside of a SharePoint site
• Understand and manage content through SharePoint lists and libraries
• Describe, define and manage the functions of SharePoint integration with Office
• Implement and manage document and meeting workspaces

Inhoud

1 Introduction to Windows SharePoint Services
• What Is Windows SharePoint Services
• Collaboration and Sharing
• SharePoint Services User Permissions
• Versions of Windows SharePoint Services
• Microsoft Office Integration with Windows SharePoint Services
• Microsoft SharePoint Products and Technologies
• Windows SharePoint Services and SharePoint Server 2007
• Windows SharePoint Services and SharePoint Designer 2007 2 Navigating a SharePoint Site
• Navigating the Home Page and the SharePoint Site
• Navigating the Site Hierarchy
• Browsing Lists on a SharePoint Site
• Browsing Document Libraries
• Customizing the Top Navigation Area
• Customizing the Left Navigation Panel
• Understanding Web Part Pages
• Using the Recycle Bin 3 Creating and Managing Sites
• Creating Sites, Managing Site Users and Permissions
• Creating a Child Workspace
• Changing a Site�s Theme
• Saving and Using a Site Template
• Managing Site Features
• Managing Site Content Syndication
• Deleting a Site 4 Working with Lists
• Discovering Default Lists in a Site
• Creating a New List
• Adding, Editing, and Deleting List Items
• Restoring a List Item from the Recycle Bin
• Using the Datasheet View
• Attaching Files to List Items
• Adding, Editing, and Deleting List Columns
• Sorting and Filtering a List
• Adding and Modifying a List View
• Setting Up Alerts
• Using Really Simple Syndication Feeds
• Sending an E-Mail to a SharePoint List
• Deleting a List 5 Creating and Managing Libraries
• Creating Libraries
• Creating Document Libraries
• Creating Form Libraries
• Creating Picture Libraries
• Adding Documents
• Adding Pictures
• Creating a New Folder in a Library
• Checking Documents In and Out from the Document Library
• Checking Documents In and Out from the 2007 Microsoft Office Suite
• Working with Version History
• Deleting Documents
• Working with Workflows
• Using Alerts
• Working with Offline Documents 6 Working with Library Settings
• Configuring a Library
• Creating New Columns and Working with Content Types
• Using Content Types and Columns
• Creating a New View
• Using Document Library Settings
• Using the Document Information Panel
• Securing a Library
• Deleting a Library 7 Working with Document Workspaces
• Creating a Document Workspace
• Creating a Document Workspace Within the 2007 Microsoft Offi ce Suite
• Accessing an Existing Document Workspace
• Working with the 2007 Microsoft Office Suite Document
• Management Task Pane
• Publishing a Document Back to a Document Library
• Deleting a Document Workspace8 Working with Meeting Workspaces
• Creating a Meeting Workspace by Using a Template
• Creating a Meeting Workspace for a Calendar Event
• Understanding the Home Page of a Meeting Workspace
• Adding an Objective to a Meeting Workspace
• Adding an Agenda to a Meeting Workspace
• Adding an Attendee to a Meeting Workspace
• Adding a Things To Bring List
• Adding a Web Part to the More Page Tab 9 Working with Surveys and Discussion Boards
• Creating a Survey
• Responding to a Survey
• Viewing the Results of a Survey
• Creating and Using a Discussion Board
• Enabling Discussion Board for E-Mail
• Viewing a Discussion Board in Outlook 2007 10 Working with Wikis and Blogs
• Understanding Wikis
• Creating a New Wiki Page Library
• Creating a New Wiki Page
• Linking
• Versioning
• Understanding Blogs
• Creating a Blog Site
• Creating a Blog Post
• Adding a Blog Comment
• Using Really Simple Syndication Feeds 11 Using Windows SharePoint Services with Outlook 2007
• Connecting a SharePoint Contacts List to Outlook 2007
• Moving an Outlook 2007 Contact to a SharePoint Contact List
• Copying SharePoint Contacts into Outlook 2007
• Sending E-Mail by Using a SharePoint Contacts List.
• Viewing SharePoint Calendars Side by Side with Personal Calendars
• Synchronizing SharePoint Tasks List Content
• Managing SharePoint Alerts in Outlook 2007
• Creating Meeting Workspaces from Outlook 2007
• Confi guring an RSS Feed
• Work with Workfl ow in Outlook 2007 12 Using Windows SharePoint Services with Excel 2007
• Importing Data from an Excel 2007 Spreadsheet to a List in SharePoint
• Using the Access Web Datasheet
• Exporting a SharePoint List to an Excel 2007 Spreadsheet
• Exporting an Excel 2007 Table to a SharePoint Site 13 Using Windows SharePoint Services with Access 2007
• Exporting Data from an Access 2007 Database to a SharePoint List
• Importing a List to an Access 2007 Table
• Linking an Access 2007 Table to a SharePoint List
• Moving Data from an Access 2007 Database to a SharePoint Site
• Working Offl ine
• Working with Workfl ow 14 Using Windows SharePoint Services with InfoPath 2007
• Creating a Form Library from InfoPath 2007
• Modifying an Existing Form Library
• Filling Out a New Form
• Editing an Existing Form
• Creating a Content Type from InfoPath 2007
• Associating a Content Type with a Form Library
• Modifying a Content Type 15 Working with Web Parts
• Web Parts and Web Part Pages
• Removing a Web Part
• Adding a Web Part from a Web Part Gallery
• Customizing a Web Part by Using the Web Part Tool Pane
• Customizing a Home Page by Using Web Parts
• Creating a New Web Part Page by Using a Browser 16 Finding Information on the SharePoint Site
• Understanding How Search Works
• Executing a Search Query
1 Introduction to Windows SharePoint Services
• What Is Windows SharePoint Services
• Collaboration and Sharing
• SharePoint Services User Permissions
• Versions of Windows SharePoint Services
• Microsoft Office Integration with Windows SharePoint Services
• Microsoft SharePoint Products and Technologies
• Windows SharePoint Services and SharePoint Server 2007
• Windows SharePoint Services and SharePoint Designer 2007 2 Navigating a SharePoint Site
• Navigating the Home Page and the SharePoint Site
• Navigating the Site Hierarchy
• Browsing Lists on a SharePoint Site
• Browsing Document Libraries
• Customizing the Top Navigation Area
• Customizing the Left Navigation Panel
• Understanding Web Part Pages
• Using the Recycle Bin 3 Creating and Managing Sites
• Creating Sites, Managing Site Users and Permissions
• Creating a Child Workspace
• Changing a Site�s Theme
• Saving and Using a Site Template
• Managing Site Features
• Managing Site Content Syndication
• Deleting a Site 4 Working with Lists
• Discovering Default Lists in a Site
• Creating a New List
• Adding, Editing, and Deleting List Items
• Restoring a List Item from the Recycle Bin
• Using the Datasheet View
• Attaching Files to List Items
• Adding, Editing, and Deleting List Columns
• Sorting and Filtering a List
• Adding and Modifying a List View
• Setting Up Alerts
• Using Really Simple Syndication Feeds
• Sending an E-Mail to a SharePoint List
• Deleting a List 5 Creating and Managing Libraries
• Creating Libraries
• Creating Document Libraries
• Creating Form Libraries
• Creating Picture Libraries
• Adding Documents
• Adding Pictures
• Creating a New Folder in a Library
• Checking Documents In and Out from the Document Library
• Checking Documents In and Out from the 2007 Microsoft Office Suite
• Working with Version History
• Deleting Documents
• Working with Workflows
• Using Alerts
• Working with Offline Documents 6 Working with Library Settings
• Configuring a Library
• Creating New Columns and Working with Content Types
• Using Content Types and Columns
• Creating a New View
• Using Document Library Settings
• Using the Document Information Panel
• Securing a Library
• Deleting a Library 7 Working with Document Workspaces
• Creating a Document Workspace
• Creating a Document Workspace Within the 2007 Microsoft Offi ce Suite
• Accessing an Existing Document Workspace
• Working with the 2007 Microsoft Office Suite Document
• Management Task Pane
• Publishing a Document Back to a Document Library
• Deleting a Document Workspace
8 Working with Meeting Workspaces
• Creating a Meeting Workspace by Using a Template
• Creating a Meeting Workspace for a Calendar Event
• Understanding the Home Page of a Meeting Workspace
• Adding an Objective to a Meeting Workspace
• Adding an Agenda to a Meeting Workspace
• Adding an Attendee to a Meeting Workspace
• Adding a Things To Bring List
• Adding a Web Part to the More Page Tab 9 Working with Surveys and Discussion Boards
• Creating a Survey
• Responding to a Survey
• Viewing the Results of a Survey
• Creating and Using a Discussion Board
• Enabling Discussion Board for E-Mail
• Viewing a Discussion Board in Outlook 2007 10 Working with Wikis and Blogs
• Understanding Wikis
• Creating a New Wiki Page Library
• Creating a New Wiki Page
• Linking
• Versioning
• Understanding Blogs
• Creating a Blog Site
• Creating a Blog Post
• Adding a Blog Comment
• Using Really Simple Syndication Feeds 11 Using Windows SharePoint Services with Outlook 2007
• Connecting a SharePoint Contacts List to Outlook 2007
• Moving an Outlook 2007 Contact to a SharePoint Contact List
• Copying SharePoint Contacts into Outlook 2007
• Sending E-Mail by Using a SharePoint Contacts List.
• Viewing SharePoint Calendars Side by Side with Personal Calendars
• Synchronizing SharePoint Tasks List Content
• Managing SharePoint Alerts in Outlook 2007
• Creating Meeting Workspaces from Outlook 2007
• Confi guring an RSS Feed
• Work with Workfl ow in Outlook 2007 12 Using Windows SharePoint Services with Excel 2007
• Importing Data from an Excel 2007 Spreadsheet to a List in SharePoint
• Using the Access Web Datasheet
• Exporting a SharePoint List to an Excel 2007 Spreadsheet
• Exporting an Excel 2007 Table to a SharePoint Site
13 Using Windows SharePoint Services with Access 2007
• Exporting Data from an Access 2007 Database to a SharePoint List
• Importing a List to an Access 2007 Table
• Linking an Access 2007 Table to a SharePoint List
• Moving Data from an Access 2007 Database to a SharePoint Site
• Working Offl ine
• Working with Workfl ow 14 Using Windows SharePoint Services with InfoPath 2007
• Creating a Form Library from InfoPath 2007
• Modifying an Existing Form Library
• Filling Out a New Form
• Editing an Existing Form
• Creating a Content Type from InfoPath 2007
• Associating a Content Type with a Form Library
• Modifying a Content Type 15 Working with Web Parts
• Web Parts and Web Part Pages
• Removing a Web Part
• Adding a Web Part from a Web Part Gallery
• Customizing a Web Part by Using the Web Part Tool Pane
• Customizing a Home Page by Using Web Parts
• Creating a New Web Part Page by Using a Browser 16 Finding Information on the SharePoint Site
• Understanding How Search Works
• Executing a Search Query

Vooropleiding

Before attending this workshop, students must have:

• Working knowledge of Microsoft Windows XP.
• Working knowledge of Office System 2003 or 2007 products
• Understanding of web sites and using web browsers such as Internet Explorer
• Knowledge of previous versions of SharePoint is not required

There is no corresponding Microsoft Certified Professional exam for this workshop.

Vervolg

Implementing Windows SharePoint Services 3.0 (M5060)