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Published byLoreen Benson Modified over 9 years ago
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The SharePoint Shepherd’s Course for End Users Based on the book by Robert L. Bogue Copyright 2011 AvailTek LLC All Rights Reserved
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Module III Creating with SharePoint
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Overview Lesson 1: Creating with Lists Lesson 2: Creating with Libraries Lesson 3: Using Columns Lesson 4: Creating Subsites Lesson 5: Working with Web Parts
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Lesson 1: Lists What is a SharePoint list? Common lists in SharePoint: Announcements Contacts Discussions Tasks Calendars Issue Tracking Surveys
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Create/Import a List Lists are created by default in new sites You may want to create a new list Create on your own Import from Excel
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Create a Task List You can use SharePoint to assign tasks Assign tasks based on projects, or meetings
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Creating Views Standard Datasheet Calendar Gantt Public or Personal views
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Setting Up Version History Check in/check out documents Revert to previous version of list item Implement change management policies
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Creating a Survey Collect and compile feedback Enable survey branching to better gather information Public or private surveys
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Associating Workflows Documents may need to undergo a formal approval process This process, known as a workflow, can be set up easily in a library.
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Saving a List as a Template Custom lists can be saved as templates Lists can be shared across site collections
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Lab Work: Lesson 1 Create a Custom List Import a List from an Excel Spreadsheet Create a Task List Assign a Task Create a View Access Earlier Versions of a List Item Create a Survey Assign a Workflow to an Item Save a List as a Template
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Lesson 2: Libraries What is a SharePoint Library? What can libraries contain? Working with libraries
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Creating a Document Library Libraries contain documents Documents can be a wide variety of files Building a library is much like making a list
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Creating a Picture Library Picture libraries exclusively contain graphics files Special views display images more efficiently
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Creating a Form Library Forms can support one-to-many data relationships InfoPath uses standard XML format InfoPath can validate and calculate data InfoPath can connect to external data
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Creating Views Standard Datasheet Calendar Gantt Public or Personal views
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Setting Up Version History Check in/check out documents Revert to previous version of list item Implement change management policies
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Requiring Checking In/Checking Out Check in/out is used for change management Check in/out can be set as a required action
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Lab Work: Lesson 2 Create a Document Library Create a Picture Library Create a Form Library Create a Library View Access Earlier Versions of a Document Require Version Control Manage Workflows and Workspaces
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Lesson 3: Columns Columns contain discrete pieces of data Views define what columns are displayed Columns can be added or deleted
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Creating Columns Columns can be added to a list or library as needed You can also edit and remove columns
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Creating Content Types Libraries and lists can hold specific content types Multiple content types can also be specified for a list or library
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Lab Work: Lesson 3 Create a Column Edit an Existing Column Delete a Column Edit Content Types
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Lesson 4: Subsites Subsites can be added to publishing sites Users can be given permission to create subsites on their own
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What is a Subsite? Subsites can act as a site for a department’s team, or a division’s department, etc. Subsites enable collaborative/publishing workspaces Wiki sites can be sub sites
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Lab Work: Lesson 4 Create a Wiki Home Page Allow Users to Create a Subsite Create a Subsite
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Lesson 5: Web Parts Web Parts can display internal data from a SharePoint list or library External data can also be pulled in (RSS feeds) Some Web Parts can handle special content
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Adding Web Parts Web parts can be added to any Web Part page. Once added, Web Parts can be configured and moved as needed.
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Lab Work: Lesson 5 Add a Web Part Add a Silverlight Web Part Implement and Configure a Custom Query Web Part
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