Information Technology for Enterprises - Courseware

Microsoft Windows SharePoint Services 3.0

Introduction, Usability, and Design

In this course, you will learn how to use the major features of the Microsoft Windows SharePoint Services 3.0 system.  Information technology professionals generally find that the vast majority of expertise that they develop with a new product or technology comes through hands-on experience using its features to solve a problem.  With that in mind, this course includes hands-on lab activities that give the student the opportunity to experience Microsoft Windows SharePoint Services 3.0 personally.

Target Student: Individuals with Microsoft Office experience, who are in a finance, operations, sales, or human resources areas and responsible for establishing a team Web site for projects that allow information sharing between team or department members.

At Course Completion

  • Create and customize a SharePoint lists
  • Retrieve deleted items from the Recycle Bin
  • Create alerts on SharePoint lists
  • Create multiple versions of list items
  • Customize the columns in a SharePoint list
  • Customize the views in a SharePoint list
  • Create and use content types
  • Enable Really Simple Syndication (RSS) for SharePoint lists
  • Email new list items to SharePoint lists
  • Create and use Document, Picture and Wiki page libraries
  • Customize site pages using web parts
  • Customize the navigation on a Windows SharePoint Services site
  • Authorize users to access a Windows SharePoint Services site
  • Find content using a full-text search
  • Use workflows to approve documents with content approval
  • Use Microsoft Access to maintain SharePoint lists
  • Use a Document Workspace to work on Microsoft Office Documents collaboratively
  • Publish and fill out a Microsoft InfoPath form using a SharePoint Form Library

Prerequisites

  • You will need experience with an Internet browser product, as well as power user experience in any application in the Microsoft Office Suite. Information management experience is also helpful.

Course Outline

Module 1: Introduction

 

Module 2: Basic List Functionality with the Contacts List

  • In this module you will learn how to:
  • Create a new Contacts list on a Windows SharePoint Services site
  • Change the Name and Description for the Contacts list
  • Access the Contacts list from the Quick Launch Bar and the View All Site Content link
  • Add a new Contact item to the Contacts list
  • View a Contact item in the Contacts list
  • Edit a Contact item in the Contacts list
  • Delete a Contact item in the Contacts list
  • Use the breadcrumb to navigate in a Windows SharePoint Services site
  • Add attachments to and delete attachments from a Contact item in the Contacts list, and To open attachments to a Contact item
  • Disable and enable attachments for Contact items in the Contacts list
  • Retrieve a deleted Contact item from the Recycle Bin
  • Retrieve a deleted Contacts list from the Recycle Bin
  • Put a link to the Contacts list in the Quick Launch Bar
  • Create and use an alert on a Contact item in the Contacts list
  • Create and use an alert on the Contacts list
  • Create an alert for another user

 

Module 3: Advanced List Functionality with the Contacts List

In this module you will learn how to:

  • Create a new version of a Contact item each time it is edited
  • View, restore and delete earlier an earlier version of a Contact item
  • Enable the New Folder command and create a folder hierarchy in the Contacts list for organizing Contact items
  • Add a new column to the Contacts list
  • Change the order of the columns in the Contacts list
  • Change the order of the columns in a the All Contacts view of the Contacts list
  • Edit Contact items in the Datasheet view
  • Create a new Datasheet view of the Contacts list through which editing is limited to certain columns
  • Create a new site content type
  • Enable the management of content types in the Contacts list and add site content types to the Contacts list
  • Add new items to the Contacts list using choosing a content type for each new item from the content types available in the Contacts list
  • Save the Contacts list as a list template and create a new list from the template
  • Enable Really Simple Syndication (RSS) for the Contacts list
  • View the RSS Feed for the Contacts list

 

Module 4: Other Built-in Lists and Their Functionality

In this module you will learn how to:

  • Create a new Announcements list on a Windows SharePoint Services site
  • Add a new Announcement item to the Announcements list using an email message to send the new item to the list
  • Create a new Links list on a Windows SharePoint Services site
  • Change the order of the Link items in the Link list
  • Create a new Calendar list on a Windows SharePoint Services site
  • Create a new Standard View with Expanded Recurring Events view of the Calendar list
  • Create a new Tasks list on a Windows SharePoint Services site
  • Customize the values for a Choice column
  • Automatically send a task reassignment message to the assignee when a task is reassigned
  • Create a new Project Tasks list on a Windows SharePoint Services site
  • Create a new Issue Tracking list on a Windows SharePoint Services site
  • Create a new Discussion Board list on a Windows SharePoint Services site
  • Use the Subject, Threaded and Flat views of a Discussion Board
  • Create a new Survey list on a Windows SharePoint Services site
  • Enter survey questions into a Survey
  • Configure Survey options for a Survey and change the order of the questions
  • Respond to a Survey
  • View the results of a Survey individually and in graphical summaries
  • Create a new Custom List on a Windows SharePoint Services site by importing an Excel spreadsheet
  • Create a new Custom List on a Windows SharePoint Services site by specifying columns
  • Create a lookup column

 

Module 5: Document, Picture and Wiki Page Library Functionality

In this module you will learn how to:

  • Create a new Document Library on a Windows SharePoint Services site
  • Create a new document in a Document Library
  • Create a use a template document for a Document Library
  • Upload individual and multiple (requires Microsoft Office 2003 or later) documents to a Document Library
  • Send a document in a Document Library to another location
  • Check out and check in a document in a Document Library to prevent other users from editing the document while it is checked out, and how to require users of the Document Library to check out a document before editing it
  • Open a Document Library with Windows Explorer to enable drag and drop file operations to and from the Document Library
  • Add a new document to a Document Library using an email message to send the new document to the Document Library
  • Create a new Picture Library on a Windows SharePoint Services site
  • Upload individual and multiple (requires Microsoft Office 2003 or later) pictures to a Picture Library
  • Edit picture properties to add a title, description and other information to the picture
  • Download a picture from a Picture Library to another location
  • View the pictures in a Picture Library in as a slide show
  • Create a new Wiki Page Library on a Windows SharePoint Services site

 

Module 6: Web Parts, Pages and Sites

In this module you will learn how to:

  • Display the content of site lists and libraries on a web part page with web parts
  • Add formatted text, tables and images to a web part page using a Content Editor Web Part
  • Use a Form Web Part to filter the data displayed in a web part that displays another list
  • Display photos, pictures and other graphics with an Image Web Part
  • Incorporate content from other web sites using a Page Viewer Web Part
  • List documents created by me, checked out to me or last modified by me using a Relevant Documents Web Part
  • List the site users and their online status using a Site Users Web Part
  • List tasks assigned to the current user using the User Tasks Web Part
  • Format and display data from XML sources using an XML Web Part
  • Customize web parts using the toolbox
  • Change the order of links in the Quick Launch Bar
  • Add web part pages to a site
  • Add basic pages to a site
  • Customize the appearance of all pages in a site with a theme
  • Save a site as a template and use it to create a new site
  • Create a new Windows SharePoint Services site from the Blank Site template
  • Create a new Windows SharePoint Services site from the Team Site template
  • Create a new Windows SharePoint Services site from the Team Site template
  • Create a new Windows SharePoint Services site from the Document Workspace template
  • Create a new Windows SharePoint Services site from a Meeting Workspace template
  • Create a new Windows SharePoint Services site from the Team Site template
  • Create a new Windows SharePoint Services site from the Wiki Site template
  • Create a new Windows SharePoint Services site from the Blog Site template

 

Module 7: Site and List Security

In this module you will learn how to:

  • Authorize Windows users and groups to access a site collection using SharePoint Groups
  • Configure a Windows SharePoint Services site with permissions different from its parent site
  • Restrict user access to a hierarchical collection of sites within a site collection
  • Create a new SharePoint group for users having common access requirements to content
  • Create a new role (permission level) for a site with custom permissions
  • Use the Personal Permissions to allow users to customize a page for individual use
  • Restrict users from viewing and editing list items other than their own with item-level permissions
  • Authorize access to an individual list item (manage permissions on item)
  • Authorize access to an entire list with list permissions
  • Create a moderated list with content approval
  • Implement version control on lists and libraries

 

Module 8: Full-text Content Indexing and Search

In this module you will learn how to:

  • Find content using a full-text search
  • Prevent the content of specific sites from being found with a full-text search
  • Prevent the content of specific lists from being found with a full-text search
  • Choose the scope of the full-text search operation (list or site collection)
  • Return in full-text searches only items that the user performing the search is authorized to access

 

Module 9: Workflows

In this module you will learn how to:

  • Use the Windows Workflow Foundation to create a simple workflow process to approve documents with Content Approval
  • Use the SharePoint Designer to create a custom workflow

 

Module 10: SharePoint Integration with Microsoft Office 2007

In this module you will learn how to:

  • Use Microsoft Access 2007 to maintain a Windows SharePoint Services list
  • Export Windows SharePoint Services lists to a Microsoft Excel 2007 worksheet
  • View and update Windows SharePoint Services Contacts list with Microsoft Outlook 2007
  • View documents in a Document Library using Microsoft Outlook 2007
  • Use a Document Workspace pane in the Microsoft Office 2007 applications to develop documents collaboratively using Windows SharePoint Services
  • Create a new form with Microsoft InfoPath 2007 and publish that form to a Windows SharePoint Services Form Library

 

 

 

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