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SharePoint Fundamentals Training

Microsoft SharePoint Services is a free add-on to your Microsoft server that installs a full-featured intranet. Companies use SharePoint features to enhance communication, teamwork, and project management among their employee teams. Employees simply log on to the company SharePoint web site and collaborate with each other online.

A Sharepoint-enabled server provides an intranet with easy access to implement discussion boards, shared calendars, wikis, blogs, shared documents, surveys, and more. Without this free add-on, you would have to find, install and configure each of these items separately for your intranet.

The SharePoint Services server platform is not to be confused with SharePoint Designer application, which is a web page editor specifically used to change SharePoint sites; for that topic, we also offer a SharePoint Designer classes.

Microsoft SharePoint Overview

This Sharepoint training class begins with an overview of the SharePoint platform: why you would use it, common situations, real-world examples, and a brief overview of its salient features. By the end of this Sharepoint training, you will understand:

  • The product family acronyms: MOSS, WSS, SPD
  • SharePoint jargon and related terms: "Collaboration Technology", "teams", "sites", "lists", and "libraries", etc.
  • How to browse around a SharePoint site
  • What features are available in a SharePoint site

Sharepoint Lists

"List" is a general term for a set of discrete data of the same type (e.g., events in a calendar, tasks in a project, etc.). You can manipulate many different types of lists in SharePoint sites. There is a consistent method for creating, modifying, and deleting items from these different types of lists. Users can even customize the way a list is displayed in their browser. Different types of lists include:

  • Shared Calendars
  • Announcements
  • Links to other sites related to your company
  • Tasks and Project-related Tasks
  • Contacts
  • Issues being tracked

Sharepoint Libraries

Libraries are, generally speaking, collections of documents. SharePoint offers features to organize these documents, track changes to them, and restrict access to them. SharePoint integrates with MS Office to allow you to "check-out" these files for editing, or check them back in so others can use them. Libraries include:

  • Uploaded files (e.g., MS Word documents)
  • Photos
  • Wikis, which are collections of web pages that users can edit

Communicating with Team Members through Sharepoint

SharePoint offers several features to allow team members to communicate with each other: discussion boards, blogs, and contact lists. Even though SharePoint is effectively a web site, it can be tightly integrated with each user's Microsoft Outlook desktop application, allowing users to launch emails to other users and entire groups defined in SharePoint. By the end of this section, you will be able to:

  • Create and configure a discussion board
  • Set up and post messages to a blog.
  • Select users and groups and send them messages via Outlook

Offline and Remote Access in Sharepoint

Users may not always be connected to the Internet (e.g., when traveling with a laptop), or their connection may be limited to a mobile phone, but SharePoint still allows you to work with shared documents in both these scenarios. We show you how to:

  • Load SharePoint content in a mobile phone
  • Check out files for offline editing
  • Check files back in to make them available to other team members

Customization Settings in Sharepoint

As with any commonly used application, you can easily customize SharePoint to your preferences. By the end of this section, you will know how to:

  • Customize SharePoint for regional settings
  • Set up email alerts to let you know about other team member's actions in the SharePoint environment
  • Subscribe to RSS feeds
  • Change the layout of the information boxes ("web parts") in SharePoint
  • Request access to restricted resources

Creating Team Sites within Sharepoint

The main goal of using SharePoint is to allow team members to collaborate; creating "team sites" is an essential part of this. A team site can contain a specific set of libraries, lists, and document workspaces -- it is often the case that an administrator will create a team site for a specific project, such as a new product launch. The new site might contain documents for review, a wiki about the new product, and a survey about how it should be priced. By the end of this section, you will be able to:

  • Create team sites
  • Add document workspaces, lists, libraries, and other web parts to your site
  • Add a survey to your site
  • Assign permissions to team members
  • Design the layout of the site

Administering your Site in Sharepoint

SharePoint supports a granular set of permissions for users and groups to allow access to resources on the site or to change its layout. To administer your site, you must first create users and groups and then determine who should have access to which features. We cover:

  • Creating users and groups
  • Assigning permissions
  • Changing the site look and feel
  • Managing content types
  • Implementing workflow procedures

Prerequisites for Sharepoint training::

  • Ability to navigate through the Windows file system to find documents
  • Basic experience with one or more Microsoft Office products, such as Word, Excel, or Outlook

Sharepoint training offered at four locations::

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