share point questions

8/12/2019 Share Point Questions

1/32

IT ACADEMY LESSON PLAN

Turn potential into success

Microsoft Sharepoint


2/32

Microsoft Ofce SharePoint 2010:Lesson Plans

ntroduction

ach Lesson Plan Includes:

reparing to teach courses on Microsoft SharePoint 2010 for the rst time can be a challenge requiring careful planning and organi-ation. The Microsoft IT Academy provides these lesson plans to help you save time, skillfully manage the teaching environment anduccessfully communicate the intended lesson.

he lesson plans are exible and have been created in a concise format of small teachable units to allow you to use them with anyextbook. To support a textbook independent teaching style, each lesson plan contains suggested demonstrations and explanations.

he lesson plans have been developed to be independent of a predened lesson schedule. Whether the course is taught in eithersemester or quarter term format, we suggest the following class format: a 60 minute lesson lecture followed by a 120 minute lab

hands-on performance) session. This model is recommended in order to increase student performance and enhance the knowledgend skills gained through active participation in the course.

earning Goalsfor each lesson.

earning Objectivesthat may be observed throughout the lesson.

ecture Outlinethat detail what to present in each class.

Highlighted Cautionsstrategically placed throughout the lesson plan that alert you to common issues students may experience.

Discussion Questionsthat encourage class participation.

ech Tipsto remind you of items that may require explanation.Discussion questionsat the conclusion of each teachable unit engage students and promote critical thinking.

Quick Quizof multiple choice and true/false type questions.

esson Projectsare provided that directly connect the student with the materials that were provided in the lesson. The projectsmay be used independent of a textbook or as an assessment to determine skill mastery. To simplify the scoring process, an anno-ated answer key for each project is included to adequately determine if the learning objective was accomplished through processf lecture and activity.

Multimedia resourcesat the end of each unit pull together a wide variety of online demos, videos, tutorials, quizzes, and E-Learn-ng resources all available for classroom use at no charge through your IT Academy membership. These resources can be used inass or by students as self paced instruction and lesson reinforcement outside of class.


3/32

IT Academy Program LESSON PLAN: MICROSOFT OFFICE 2010 // Microsoft SharePoint 2

Students will learn the about the components in SharePoint and com-mon terminology used throughout the software. At the conclusion ofthe lesson, students will be able to describe the purpose of SharePoint,navigate the hierarchy and identify terminology.

Instructors should do the following: Explain that Microsoft SharePoint 2010 is a platform for building a

website. Point out that Microsoft SharePoint 2010 is the fourth version of

SharePoint. Explain that a common use for SharePoint is to build a website that

hosts team collaboration. Explain that a SharePoint site is a container that holds lists and librar-

ies and may be customized to meet organization needs. Share with students the fact that many companies use SharePoint for

their central document storage and replaces network storage loca-tions.

Explain that SharePoint is known as an electronic document manage-ment system.

Discussion Question:Discuss how SharePoint can be used as a web content management sys-tem. To expand on the conversation, discuss the use of a SharePoint website to share company information about products, services, and eventswith global visitors.

Instructors should do the following: Point out that a SharePoint site uses the navigation ribbon or browse

ribbon to display the controls at the top of the page. Explain that the controls include the top navigation bar and the

breadcrumbs. Explain that the SharePoint site manager can change the navigation

bars to show different links to different locations on the site. Demonstrate how a site that is congured to display pages which

results in yout menus. Demonstrate how to click on a subsite in the navigation bar to visit

the subsite. Point out that the left navigation bar is also called the Current Navi-

gation and typically displays the content of the current subsite. Explain that the left navigation bar is meant to be used as a quick

launch navigation bar. Point out that the top navigation bar is also called Global Naviga-

tion and shows the links to the sites that are at the top level of the

Lesson 1:Navigatingand Managing

Microsoft SharePoint2010 Lists

Learning Objectives

Lesson Introduction

What is Microsoft SharePoint?

Navigate the SharePointHierarchy

Learning Goals// The goal of this lesson is to help students success-

fully understand, explore and navigate the Microsoft SharePoint 2020

window. Students will learn to create, delete and manage lists.

On completion of this lesson, students will be able to do the following:

Answer What is Microsoft SharePoint?

Navigate the SharePoint hierarchy

Answer What are SharePoint lists?

Create and Delete Lists

Managing List Settings


4/32


What are Lists?

Creating and Deleting Lists

Managing List Settings

navigation hierarchy. Explain that the top navigation bar may be customized to display many lev

of sites as well as other links. Explain that the breadcrumbs are a common web site mechanism that is us

to display where the user is located in a web site. Demonstrate how to use the site breadcrumbs.

Discussion Question:Discuss with students that using the breadcrumbs to navigate back to the parefolder is a productivity feature of SharePoint.

Instructors should do the following: Explain that a SharePoint list is a container for information. Point out that lists are typically used to manage information in a SharePoin

site. Explain that data gathered in a row is referred to as a list item. Explain that multiple columns are present in a list and are referred to as pro

erties or elds. Explain that all information in a list can be displayed on a page in a Share-

Point site. Demonstrate how to use the All Site Content link in the left navigation bar

see all lists available.

Demonstrate how to view lists using the View All Site Content from the SiteActions dropdown menu at the top of the page.

Discussion question:Discuss examples of how SharePoint lists can be used to manage links, tasks, discussions, announcements or events.

Instructors should do the following: Explain that a List View is a view for displaying SharePoint list data. Demonstrate how to create a new list view by choosing custom view from t

ribbon and selecting the command to Create a New View. Demonstrate how to use the Create link at the top of the All Site Content

page to create a new list from available content on the SharePoint Server.

Demonstrate how to delete a list by dragging a drop a list to the Recycle Bin the left navigation bar.

Demonstrate how to create a list view by choosing Create New Lists com-mand in the List ribbon.

Point out that an email enabled list allows the user to upload a documentdirectly to the SharePoint Web User Interface.

Demonstrate how to set a list to be e-mail enabled in the list properties. Demonstrate how to modify a list view using the Modify this view link in th

Breadcrumbs menu. Demonstrate how to delete a list view from the view modication page. Point out that a mobile list view enables information to be visible in a com-

pact manner for a mobile device. Demonstrate how to create a mobile view using the mobile section on the

view modication page. Explain that custom views may be created to add columns to a list. Demonstrate how to add a column to a list using the Edit View dialog box

the Modify View area.

Tech Tip Point out that a list view may be bookmarked in browser to have immeate web access to the list.

Explain that alerts may be created to notify users when SharePoint lists aremodied.

Demonstrate how to create an alert for a document or item in a list, click thAlert Me button on the Document or Item Ribbon.


5/32


Explain the Ratings will allow users to provide feedback regarding a list andits usefulness.

Demonstrate how to enable list rating using the Rating Setting on the General Settings tab in List Settings.

Explain that validation will prevent users from entering conicting information in two different elds.

Demonstrate how to congure validation on the list settings page by moding the Validation settings option.

Explain that a workow is a series of steps that are performed as a part of abusiness process.

Demonstrate how to manually start a workow on a list by switching to thitems list view and choosing the workow button available on the ribbon.

Discussion Question:Compare a SharePoint list to a simple database or spreadsheet and discuss howSharePoint manages information.

True/False

1. A blank SharePoint 2010 site is one that the administrator can customizebased on specic requirements.

2. Like other Microsoft Ofce 2010 software programs, SharePoint 2010 uses concept called the menu bar to display different buttons and menus to ac-

cess commands.3. A list may be described by some users as being similar to a very simple dat

base or spreadsheet.4. There are two methods to add an item to a list: add using a form or add an

item directly to the list page.5. The ability to add an item to a list via email is a default option for all Share

Point lists.

Multiple Choice1. Each ____ on a SharePoint Ribbon is a collection of groups, and each group

contains related items.a. Area

b. Unitc. Tabd. Dialog box

2. Microsoft SharePoint 2010 is commonly known as _____.a. An Electronic Messaging Systemb. An Electronic Document Management Systemc. An Electronic Database Systemd. A Web-based Spreadsheet System

3. The SharePoint _____ includes the top navigation bar and the breadcrumbsa. Shortcut menub. Start menu

c. Controlsd. Quick Access Toolbar

4. In the event that a list is accidentally deleted in SharePoint 2010, wherewould the user go to recover the list les?

a. Delete Bucketb. Deleted les cannot be recoveredc. List Recovery Agentd. Recycle Bin

5. Which tool is used to prevent users from entering conicting information two different elds in SharePoint?

a. Referential Integrity

b. Checkpoint

Lesson Quiz


6/32


c. Data Securityd. Validation

Quiz Answers:

True/False

1. True2. False, a Ribbon3. True

4. True5. False, the list properties must be modied to enable receiving content by e

mail.

Multiple Choice

1. C (Tab)2. B (Electronic Document Management System)3. C (Controls)4. D (Recycle Bin)5. D ( Validation)

Hands-On Projects

Lesson 1Exercise 1

As a SharePoint assistant, you are required to review the SharePoint system withnew employees. To prepare for an upcoming New Employee SharePoint Orienttion, review the SharePoint Navigation techniques that you will share with othe

Navigate to the SharePoint Site Homepage through the link provided in thInternet browser.

Locate the Quick Launch Navigation Area and review all items that are avaiable to users.

Identify the four navigational aids in SharePoint: the Navigate Up button, t

Breadcrumbs, the top navigation bar, and the left navigation bar. Use the Top Navigation bar to identify the sites that are available at the toplevel hierarchy.

Use the control at the top of the page that allows you to switch between ribons.

Review the various tabs on each ribbon and the command that are on thostabs.

Use the Breadcrumb Trail to navigation back to a previous location. Display All Site Content for the current SharePoint Site. Identify Lists that are available on the current site. Properly sign out of that SharePoint site.

Microsoft Ofce Online provides online training, demonstrations, and quizzes t

include detailed explanations, preferred methods, and lesson tutorials for eachMicrosoft Ofce program. These resources are suggested to engage students ihands-on experience, self-paced lesson participation, and lesson reinforcement

E-Learning Courses from Microsoft Learning

Make the switch to the SharePoint 2010 user interfaceShow the class the information for this course and explain that the course willshow you what to expect in terms of whats changed from previous versions, anhow to quickly get up to speed doing the tasks youre used to doing.

Class Projects

Video and Training

Resource Links
http://office.microsoft.com/en-us/sharepoint-server-help/introduction-RZ101806469.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/introduction-RZ101806469.aspx?section=2


7/32


SharePoint lists I: An introductionShow the class the information for this course and explain that the course willshow you how teams can gather, track, and share information by using a Webbrowser.

Video Basics

Video: Ribbon highlights In SharePoint 2010Show the class the information for this video and explain that the video will sh

you some of the highlights of how to get things done using the ribbon as compared to how you used to accomplish tasks in SharePoint 2007.
http://office.microsoft.com/en-us/sharepoint-server-help/introduction-RZ101820091.aspx?section=2http://office.microsoft.com/en-us/sharepoint-foundation-help/video-ribbon-highlights-in-sharepoint-2010-VA101805216.aspxhttp://office.microsoft.com/en-us/sharepoint-foundation-help/video-ribbon-highlights-in-sharepoint-2010-VA101805216.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/introduction-RZ101820091.aspx?section=2


8/32


Students will learn the about SharePoint libraries, as well as how to cre-ate, delete, and manage libraries.

Instructors should do the following: Explain that a SharePoint library is an example of a list in which each

list item is a le. Remind students to think of libraries as lists with

attachments. Point out that document types allowed in a library are determined

by the system administrator. Explain that when creating a new item in a document library, the

user will either upload a le or create a le. Explain that each row contains only one le. Demonstrate how to use the All Site Content link in the left naviga-

tion bar to see all lists available. Demonstrate how to view libraries using the View All Site Content

from the Site Actions dropdown menu at the top of the page.

Discussion question:Discuss examples of how SharePoint libraries can be organized to man-age les or documents in an ofce environment.

Instructors should do the following: Explain that the most commonly used central storage area for docu-

ments is a library. Demonstrate how to use the create link at the top of the All Site

Content page to create a new library from available content on theSharePoint Server.

Demonstrate how to delete a library by dragging and dropping a listinto the Recycle Bin in the left navigation bar.

Remind students that individual documents will be visible after de-leting the library.

Demonstrate how to recover a document from the Recycle Bin.

Instructors should do the following: Demonstrate how to congure a library by choosing Library on the

Site Ribbon to review the conguration options that are available. Point out that an email enabled library allows the user to upload a

document directly to the SharePoint Web User Interface. Demonstrate how to set a library to be e-mail enabled in the prop-

erties. Demonstrate how to modify a library view using the Modify this

view link in the breadcrumbs menu. Demonstrate how to delete a library list view from the view modi-

Lesson 2:Navigatingand Managing

Microsoft SharePoint2010 Libraries

Learning Objectives

Lesson Introduction

What are Libraries?

Creating and DeletingLibraries

Manage Library Settings

Learning Goals// The goal of this lesson is to help students success-

fully understand and manage libraries in Microsoft SharePoint 2010.

The student will learn to understand, create and manage libraries in

Microsoft SharePoint 2010.


Answer: What are Microsoft SharePoint 2010 libraries?

Create and delete libraries

Manage library settings

Manage libraries


9/32


cation page. Point out that a mobile library view enables information to be visible in a

compact manner for a mobile device. Demonstrate how to create a mobile view using the mobile section on the

view modication page. Explain that custom views may be created to add columns to a library. Demonstrate how to add a column to a list using the Modify this View dial

box in the Modify View area.

Instructors should do the following:

Explain that alerts may be created to notify users when SharePoint librariesare modied.

Demonstrate how to create an alert for a document or item in a library, clithe Alert Me button on the Document or Item Ribbon.

Explain that Ratings allow users to provide feedback regarding a documenand its usefulness.

Demonstrate how to enable list rating using the Rating Setting on the General Settings tab in List Settings.

Explain that validation prevents users from entering conicting informatioin two different elds.

Demonstrate how to congure validation on the library settings page bymodifying the Validation settings option.

Explain that a workow is a series of steps performed as a part of a busine

process. Demonstrate how to manually start a workow on a library by switching to

the library ribbon and choosing the workow button available on the ribb

True/False

1. A document library is considered to be a very special instance of a site, whevery item in the library is le.

2. A library is a location on a site where you can create, collect, update, andmanage les with all users.

3. SharePoint enables workows to be created for document libraries.4. Two ways to add les to a library include uploading a le or sending a le

multimedia text message.5. File properties can include basic information about a le, such as its de-scription or keywords to help people search for it, or properties can includinformation that is specic to your organization, such as a department namor a project number.

Multiple Choice

1. Which tool is used to prevent users from entering conicting information itwo different elds in SharePoint?

a. Referential Integrityb. Checkpointc. Data Security

d. Validation

2. A library may require the content to be ____ before the information is visiblto users.

a. Checked-inb. Approvedc. Spell checkedd. Changed

3. You can add a new le to a library or replace an existing le with a revised_____ of a le.

a. Versionb. Type

c. Description

Managing a Library

Lesson Quiz


10/32


d. Title

4. When you _____ a library, you remove document, version history, librarysettings and permission levels associated with that library.

a. Createb. Modifyc. Add content tod. Delete

5. What type of library should be created when you have many les types tha

need to be stored?a. Form libraryb. Picture libraryc. Document libraryd. Asset library

Quiz Answers:

True/False

1. True2. False, only team members or members with permission can access the libra3. True

4. False, les may be sent via email or uploaded from a storage device.5. True

Multiple Choice

1. D (Validation)2. B (Approved)3. A (Version)4. D (Delete)5. C ( Document library)

Hands-On Projects

Lesson 2Exercise 1

As a SharePoint assistant, you are occasionally required to ll in as the SharePoadministrator when your supervisor is absent. To prepare yourself for this role,complete the following tasks:

Log into the SharePoint site. Identify Libraries that are available on the current site. Review the content of the libraries and identify the types of libraries that ar

on the current site. Create a new document library on the current site. Modify the properties of the library to enable les to be send via email to t

library. Upload a le to the document library. Create an alert of the uploaded le to receive an alert regarding any chang Enable a rating system on the newly created document library. Properly sign out of that SharePoint site.

Microsoft Ofce Online provides online training, demonstrations, and quizzes tinclude detailed explanations, preferred methods, and lesson tutorials for eachMicrosoft Ofce program. These resources are suggested to engage students ihands-on experience, self-paced lesson participation, and lesson reinforcement

Class Projects

Video and TrainingResource Links


11/32


Video Basics

Video: Ribbon highlights In SharePoint 2010Show the class the information for this video and explain that the video will shyou some of the highlights of how to get things done using the ribbon as compared to how you used to accomplish tasks in SharePoint 2007.
http://office.microsoft.com/en-us/sharepoint-foundation-help/video-ribbon-highlights-in-sharepoint-2010-VA101805216.aspxhttp://office.microsoft.com/en-us/sharepoint-foundation-help/video-ribbon-highlights-in-sharepoint-2010-VA101805216.aspx


12/32


Students will learn the about list items and document sets in SharePoint.Student will experience adding and deleting a list item as well as themanagement techniques used for list items and document sets.

Instructors should do the following: Explain that new list items may be added to a list to keep the list cur-

rent with user needs.

Demonstrate how to create a new list item using the new item but-ton on the items ribbon.

Explain that individual list items may be deleted from list using theitems ribbon.

Demonstrate how to delete an item from a list by selecting thecheckmark pertaining to the item and choosing the delete docu-ment button on the items ribbon.

Point out that SharePoints Recycle Bin allows list items to be recov-ered in the event they are accidentally deleted.

Demonstrate how to restore a list item by navigating to the recyclebin and selecting the appropriate checkmark to indicate the item torestore. The user will then click the restore selection button on thetoolbar.

Instructors should do the following: Explain that list items may be updated by editing the list item prop-

erties. Demonstrate how to edit the list item properties by rst selecting

the list item to edit and then explaining that the user will see the editproperties button on the documents ribbon only if the user has editpermissions.

Explain that some list items in SharePoint must be checked out andchecked in before modications can be made.

Explain that Checking-out a le prevents multiple users from at-tempting to modify items at the same time.

Demonstrate how to Check-out or Check-in a list item using the but-tons on the Items ribbon.

Explain that list items may need to be published in SharePoint beforeusers can see the item.

Demonstrate how to publish a list item using the Publish button onthe items ribbon in the workows section.

Explain that earlier versions of list items may be restored in the eventof a problem with the current version.

Demonstrate how to restore a previous version of a list item by se-lecting the appropriate version to restore and then choosing restorefrom the version history dialog box.

Explain that lists and libraries may be assigned an approver. Point outthat list items must be approved before being included in the list.

Demonstrate how to approve or reject a list item using the buttons

Lesson 3:ManagingMicrosoft SharePoint

2010 Items andDocuments

Learning Objectives

Lesson Introduction

Adding and DeletingList Items

Managing List Items

Learning Goals// The goal of this lesson is to help students successfully

understand and modify items and documents in Microsoft SharePoint

2010. The student will learn to understand, create and manage item

and document sets.


Add and delete list items

Manage list items

Manage document sets


13/32


in the workow section of the Items ribbon. Explain that approvers are assigned to lists and libraries. SharePoint offers a

status area for the approver to review any items with a pending status. Demonstrate how to review an item with a pending status using the Ap-

prove/Reject option on the All Documents drop-down area.

Discussion question:Discuss how approve and reject can be used to eliminate redundancy in docu-ment updates.

Instructors should do the following: Explain that document sets are similar to folders and enable users to collab

rate on related documents without creating a new document library. Demonstrate how to activate the Document Sets feature in the Manage Sit

Collection Features page. Point out that single or multiple documents may be added to the docume

set. Demonstrate how to add a document to a document set by navigating to

Library Tools Documents link.

True/False

1. Sometimes list items need to be published to Microsoft SharePoint 2010

before they are accessible by the user.2. In some cases, a document set is the end result of a project and may serve

a deliverable.3. Document sets do not allow for the content type of the documents include

to be specied.4. There are certain le types that cannot be uploaded to Microsoft SharePoi

2010 therefore, certain le types are blocked.5. If a list item requires approval, it will automatically receive the declined sta

once uploaded and then be changed once the approver has reviewed thele.

Multiple Choice

1. The approver must mark the _____ area of the Approve/Reject dialog box inorder to upgrade a les pending status.

a. Rejectionb. Approval Statusc. Pending Statusd. Acceptance

2. Prior to adding an item to a list, the user must have _____ permissions.a. Addb. Includec. Contributed. Administrator

3. Instead of deleting an item from a list, users should consider _____ orarchiving the item.

a. Movingb. Collectingc. Modifyingd. Changing

4. A document set is a _____ based content type that organizes multiple relatedocuments into a single view.

a. Diskb. Filec. Folder

d. Bin

Managing Document Sets

Lesson Quiz


14/32


5. A customized _____ for a document set displays each instance of a workproduct created from a document set content type.

a. Siteb. Homepagec. Web sited. Welcome page

Quiz Answers:

True/False

1. True2. True3. False, content types that are allowable should be dened in the properties.4. True5. False, it received the pending status once uploaded.

Multiple Choice

1. B (Approval Status)2. C (Contribute)3. A (Moving)

4. C (Folder)5. D ( Welcome page)

Hands-On Projects

Lesson 3Exercise 1

As a SharePoint assistant, you are working to learn more about items and documents on the SharePoint system. Complete the following to broaden your knoedge base of items and documents: Log into the SharePoint 2010 Site Homepage through the link provided in

Internet browser.

Navigate to the specied list on the SharePoint Site. Upload a new list item. Publish the list item to the list so that it is visible to users. Delete the uploaded list item. Navigate to the Recycle Bin and restore the list item to the list. Create a new document set for this course in the current site. Upload a document to the newly created document set. Properly sign out of that SharePoint site.

Microsoft Ofce Online provides online training, demonstrations, and quizzes tinclude detailed explanations, preferred methods, and lesson tutorials for eachMicrosoft Ofce program. These resources are suggested to engage students ihands-on experience, self-paced lesson participation, and lesson reinforcement


SharePoint lists I: An introductionShow the class the information for this course and explain that the course willshow you how teams can gather, track, and share information by using a Webbrowser.

Class Projects

http://office.microsoft.com/en-us/sharepoint-server-help/introduction-RZ101820091.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/introduction-RZ101820091.aspx?section=2


15/32


Explain that Microsoft SharePoint 2010 pages include the home pagealong with other pages that can be added to various libraries or lists inthe site. Describe how web part building blocks are used to enhance

pages and how content types identify the types of content collected ona page. Point out that the SharePoint Administrator will manage usersand groups to provide adequate security measures for the site and alsoanalyze the activity taking place by users on the site.

Instructors should do the following: Explain that SharePoint pages include the site homepage and other

pages that can be added to the sites document libraries. Explain that a SharePoint site by default has one page that can be

edited, the homepage. Explain that the site administrator may add a new page to the site to

display information that may not be displayed on the homepage. Explain the differences in the different types of SharePoint pages:

Wiki page, Web Part page and a Publishing page. Demonstrate how to add a new page to the SharePoint site using the

new page command on the Site Action menu. Explain that the page properties may be altered to offer a different

page layout option. Demonstrate how to edit the page properties of a publishing page

using the edit properties button on the Page ribbon. Demonstrate how to edit the web part page properties using the

Page ribbon. Demonstrate how to edit the Publishing page properties using the

edit properties button on the page ribbon. Explain that the site manager can change what is displayed on a

page using the page editing mode. Demonstrate how to edit a page using the edit page command on

the Site Actions menu.

Instructors should do the following: Point out that the creation of SharePoint sites should be carefully

planned and that this is a task to be handled by the SharePoint Ad-ministrator.

Demonstrate how to create a new site using the Site Actions Buttonto access the Actions Menu.

Point out that the new site will be congured using the ManagingContent and Structure command from the Site Actions menu.

Demonstrate how to access the Managing Content and Structure

dialog box and congure the sites structure.

Lesson 4:ManageSharePoint Sites

Learning Objectives

Lesson Introduction

Manage Pages

Administer a Site


manage Microsoft SharePoint 2010 sites. The student will learn to

manage and administer a site, manage web parts and create a Share-

Point Workspace.


Manage pages

Administer a site

Manage web parts on a page

Manage content types

Manage user and groups

Create SharePoint workspace sites

Analyze site activity


16/32


Managing Web Partson a Page

Manage Content Types

Manage Users and Groups

Demonstrate how to access a copy of all site alerts by navigating to the siteand choose the [user name] button at the top of the page. The user will neselect the My Settings option to review the user information.

Explain that the site administrator can modify the site page to customize thsites look and feel.

Demonstrate how to customize a SharePoint site using the Site Setting pagon the Site Actions menu.

Explain that lists, libraries, documents and list items may be recovered usingSharePoints Recycle Bin feature.

Demonstrate how to recover an item from SharePoints Recycle Bin.

Discussion question: Discuss the importance of customizing a SharePoint site to make the site us

friendly and meet the needs of various levels of user.

Instructors should do the following: Point out that a web part is a building block of pages in SharePoint. Explain that web parts enable users to include various types of content into

different sections of a page. Demonstrate how to add a web part to a page using the Insert tab of the

Editing Tools ribbon. Explain that each web part consists of settings that may be modied to me

the needs of the page. Demonstrate how to modify a web part in edit mode. Point out that each section of a web part should be modied individually. Point out that web parts may be exported and imported into other pages t

be more productive. Demonstrate how to export a web part by navigating to the page that has

the web part to be exported. Explain that the user should place the page iedit mode in order to access the web parts shortcut menu.

Demonstrate how to import a web part to a page that is in edit mode byselecting the zone to place the web part and selecting the web part from tlist in the Upload Web Part area.


Point out that a content type refers to the type of content that is stored ina list or document library. Explain that a content type is a collection of sitecolumns and additional settings that can be created for a site.

Explain that site managers can create and manage the content types for asite.

Demonstrate how to create a content type from the Site Settings page andthen how to navigate to the Galleries section to view the content types thaare available.

Explain that content types may be modied for name changes, adding orremoving a column setting.

Demonstrate how to modify a content type from the Site Settings page andthen how to navigate to the Galleries section.

Discussion question:Discuss how modifying a content type will affect all content types that inherittheir properties from that content type.

Instructors should do the following: Point out that managing site security is important in restricting or allowing

different users to do different tasks. Explain how to get to the a sites permission management page using the S

Settings option in the menu and then choose Site Permissions link under thUsers and Permissions heading.

Demonstrate how to review users current permissions using the permissionmanagement page and then click the check permissions button.

Demonstrate how to assign users permissions by adding a user to a securit

group on the site. This task is completed using the Permission Tools ribbon


17/32


Demonstrate how to assign users permissions directly using the PermissioTools ribbon in the sites security page.

Demonstrate how to change user or group permissions on the sites permision management page.

Explain that groups may be created to apply SharePoint security to all userwithin the group.

Demonstrate how to create a SharePoint Group for a site on the Site Permsions Setting page and then choose the Create Group button on the GrantSection ribbon.

Demonstrate how to edit a SharePoint Groups settings on the sites People

and Group Settings page.

Discussion question:Discuss how creating various permission levels for users will provide security foSharePoint site.

Instructors should do the following: Explain that SharePoint Workspace sites provide bi-directional synchroniza

tion of library and list content between the SharePoint site and a workspacon an individual client computer.

Explain to students that previous versions of SharePoint Workspace wereknown as Microsoft Groove.

Point out that a Meeting Workspace can be useful to a team that needs tomeet and collaborate on a regular basis.

Demonstrate how to create a meeting workspace by choosing the link to cate a meeting workspace on the site actions menu.

Point out that Document Workspaces are designed for a group of individuthat wants to collaborate on a specic document.

Demonstrate how to create a Document Workspace in Microsoft Word 201using the Publish command on the File tab.

Discussion Questions:Discuss productivity and the use of Workspaces for collaboration.


Explain that SharePoint offers several web parts that may be added to apage to analyze data and present data in a variety of ways. Point out that the Web Analytics Web Part displays the most viewed conte

and most frequent search queries from a site. Demonstrate how to include the Web Analytics Web Part in a page by sele

ing the site page changing to edit mode on the page. The web part may binserted using the Insert tab on the ribbon.

Explain the three types of reports available as a part of the Web AnalyticsWeb Part: Trafc Reports, Search Reports and Inventory Reports.

Demonstrate how to view Web Analytic reports from the Central Administtion area by selecting the Monitoring option from the Home Page.

True/False

1. Web parts are used in lists and act as building blocks.2. The site manager or administrator is responsible for creating and managin

the content types permitted on a site.3. SharePoint Workspace was formerly known as Microsoft Groove.4. A Workspace links to the SharePoint Server and provides quick access to e

able the users to navigate the various content types available.5. SharePoint users are provided with permissions to control what they can se

and what they can do in SharePoint.

Multiple Choice

1. _____ is useful to a team that needs to meet and collaborate on various item

a. Chat room

Create SharePointWorkspace Sites

Analyze Site Activity

Lesson Quiz


18/32


b. Blogc. Discussion boardd. Workspace

2. Web Analytics Web Part displays the most frequently searched _____ from asite.

a. Statisticsb. Queriesc. Documentsd. Users

3. _____ are created to apply the same SharePoint security to the users.a. Teamsb. Targetsc. Collectionsd. Groups

4. _____ is a collection of site columns and additional settings that can becreated for a site.

a. Galleryb. Groupc. Content Typed. Query

5. Who can modify the site page to customize the sites look and feel?a. General Usersb. Site Administratorc. All Groupsd. Site Guests

Quiz Answers:

True/False

1. False, they are used on pages.2. True3. True4. False, quick access to enable the users to navigate the various lists and libra

ies available on the site.5. True

Multiple Choice

1. D (Workspace)2. B (Queries)3. D (Groups)4. C (Content Type)5. B ( Site Administrator)

Hands-On Projects

Lesson 4Exercise 1

As a SharePoint assistant, you need to cross train to assist the administrator witthe SharePoint system. The following tasks will be part of the cross-training re-quirement to assist the administrator.

Log into the SharePoint Administrator Site. Add a new page to the designated SharePoint Site from the Site Actions

menu. Edit the properties of the page to change the page layout and the title of t

page.

Class Projects


19/32


Edit the properties of the page to change the content on the page. Create a new site on the SharePoint Server and congure the site using the

Managing Content and Structure command from the Site Actions menu. Create a new page on the site and add a web part to the page. Dene the content type that will be allowed on the site. Manage users that have access to the site and set up a user group to mana

user permission. Create a meeting workspace for users that were added to the previous gro Sign out of SharePoint.

Microsoft Ofce Online provides online training, demonstrations, and quizzesthat include detailed explanations, preferred methods, and lesson tutorials foreach Microsoft Ofce program. These resources are suggested to engage stu-dents in hands-on experience, self-paced lesson participation, and lesson rein-forcement.


Share information in a central placeShow the class the information for this course and explain that the course willshow you how you can use SharePoint sites as a central place to store and sharinformation with team members.

SharePoint pages I: An introductionShow the class the information for this course and explain that the course willshow you what types of pages are changeable, and, using the home page as anexample, how to get started editing content.

Collaborate on documents and projects more efcientlyShow the class the information for this course and explain that the course willshow you how to make the most out of SharePoint calendars, how to allowmultiple people to author a document simultaneously, take your documents ofine and then reconnect by using SharePoint Workspace, and how to manage project in SharePoint and by using Project Task lists.

http://office.microsoft.com/en-us/sharepoint-server-help/part-1-navigate-a-team-site-RZ101827926.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/what-are-pages-RZ101837217.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/work-more-effectively-with-calendars-RZ101827937.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/work-more-effectively-with-calendars-RZ101827937.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/what-are-pages-RZ101837217.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/part-1-navigate-a-team-site-RZ101827926.aspx?section=2


20/32


Describe how to congure My Site by adding keywords, colleagues,selecting a theme and other web parts. Explain that student will learn tocollaborate through My Site as well as tag and note content on the site.

Instructors should do the following: Explain that keywords are part of a single, non-hierarchical term set

called the keyword set. Explain that keywords may be added using the edit properties on an

item. Point out to students that keywords must be enabled in the docu-

ment library before they can be added to an item. Demonstrate how to enable keywords in a document library by

altering the Enterprise Metadata and Keywords settings under librarysettings on the Library tab.

Demonstrate how to add a keyword to a documents properties us-ing the edit document properties dialog box.

Explain that the social networking options offered by SharePoint2010 allow employees of a company to stay connected and updateeach other.

Point out that SharePoints social features may be used to managecolleagues, set a status, and see the organizations hierarchy.

Demonstrate how to open the social networking home page byclicking the (user name) button on the SharePoint sites page.

Explain that specifying colleagues in SharePoint helps SharePointtrack what the colleagues are doing and allows sharing information.

Demonstrate how to specify your colleagues on the Colleagues tabin the My Prole page.

Explain that a site theme allows the user to specify how the site looksby applying different styles to it.

Demonstrate how to apply a different theme to a site by openingthe Site Settings page and choosing the Site Theme link.

Explain that the Colleague Tracker displays a list of your colleaguesand their recent changes.

Demonstrate how to add the Colleague Tracker web part by select-ing the page to add the web part and then selecting the Add web

part option. Explain that the Colleague Tracker may be congured to access yourMicrosoft Outlook address book in order to generate the list auto-matically.

Explain that RSS Feeds are available in SharePoint 2010 and pointout that RSS Feeds are used to publish frequently updated items likeblogs or new pages.

Explain that lists and libraries in SharePoint 2010 are RSS enabled. Demonstrate how to add an RSS Feed viewer web part to a page by

selecting the Add Web Part Option on the page. Explain that each user has a SharePoint prole that provides other

users with information about you. Demonstrate how to edit a SharePoint prole by navigating to the

Basic Information section and then select to edit prole.

Lesson 5:UserCommunities

Learning Objectives

Lesson Introduction

Congure My Site


congure and collaborate through My Site. Students will also tag and

note content.


Congure My Site

Collaborate through My Site

Tag and Note Content


21/32


Explain that ones prole status is used to allow others in SharePoint knowwhat you are doing.

Demonstrate how to set your status by editing the My Prole page. Point out that a user may upload a photograph to their My Prole page

making the information more personal. Demonstrate how to upload a photograph to the My Prole page by editi

the page using the command under the Basic Information section. Explain that users may add personal documents to the My Site area to hav

personal content easily accessible.

Demonstrate how to add documents to the My Site area by clicking on theMy Content tab and select the command to upload a document. Explain that Shared Documents may be uploaded using the same procedu

for the My Site area. Explain that the organization hierarchy allows users to view the order of

authority in an organization. Demonstrate how to view the organizations hierarchy using the Organiza-

tion tab on the My Prole page.

Instructors should do the following: Explain that notes may be added to items to assist the owner in managing

the item and that tags are also used to help a user nd an item or remembsomething specic about the item.

Demonstrate how to review items with notes by opening the My Prole paand choosing the Tags and Notes tab.

Point out that clicking the link of the item with the note, will open the itemfor further review.

Demonstrate how to add a tag or note to an item by opening the My Propage and reviewing the Notes Board under the Overview tab. This locatioprovides a textbox where new notes or tags may be added or deleted.

Demonstrate how to edit a tag or note to an item by opening the My Propage and reviewing the Notes Board under the Overview tab. Notes that present may be modied by clicking the edit button next to the note.

Explain that a tag cloud will display the most important subjects beingtagged in an organization.

Explain that adding the tag cloud web part is a quick way to highlight pop

lar subjects in the organization. Demonstrate how to add the tag cloud web part to a page using the Add

Web Part Link in the Edit Page area.

True/False

1. Setting up colleagues in Microsoft SharePoint 2010 helps SharePoint trackwhat colleagues are doing and allows you to share information.

2. The social networking options offered by Microsoft SharePoint 2010 allowemployees of the company to connect to external social networking sites.

3. The site theme allows a user to specify how the site looks by applying diffeent styles to the site.

4. RSS Feeds are used to publish frequently updated items like social networking sites or personal updates on the Internet.

5. Users may update their prole to add personal documents to the My Sitearea in order to have personal content easily accessible.

Multiple Choice

1. _____ are part of a single, non-hierarchical term set.a. Lingob. Keywordsc. Expressionsd. Jargon

2. _____ may be congured to access your Microsoft Outlook address book in

Collaborate through My Site

Tag and Note Content

Lesson Quiz


22/32


23/32


Upload documents to the My Site area and enable sharing on the docu-ments.

Create a new list for your My Site area. Add tags to the list so that the information may be easily identied at a lat

time. Sign out of SharePoint.

Microsoft Ofce Online provides online training, demonstrations, and quizzesthat include detailed explanations, preferred methods, and lesson tutorials foreach Microsoft Ofce program. These resources are suggested to engage stu-dents in hands-on experience, self-paced lesson participation, and lesson rein-forcement.


My Sites: Connecting to people and informationShow the class the information for this course and explain that the course willshow you how to be more productive by using your My Site, social tagging, anrelated features.

Share information in a central placeShow the class the information for this course and explain that the course will

show you how to create, edit, and nd your way around SharePoint sites.

SharePoint pages II: Work with wiki pagesShow the class the information for this course and explain that the course willlearn how to create wiki pages on a team site, and work with editing tools toformat text and layout, and insert links, media, and Web Parts.

Video Basics

Video: Create a blogShow the class the information for this video and explain that the video will shyou how quickly create a SharePoint 2010 blog site that you can use to shareyour knowledge with team members.

Video: Create personal viewsShow the class the information for this video and explain that the video will shyou how to use views to organize and display the information in lists and libraies.

Video: Share knowledge in a blogShow the class the information for this video and explain that the video will shyou how you can share your knowledge with team members in a SharePoint2010 blog.

http://office.microsoft.com/en-us/sharepoint-server-help/connecting-with-people-and-information-in-sharepoint-2010-RZ101827920.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/part-1-navigate-a-team-site-RZ101827926.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/creating-a-page-from-scratch-RZ101837218.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/video-create-a-blog-VA101887977.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/video-create-personal-views-VA101861793.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/video-share-knowledge-in-a-blog-VA101861797.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/video-share-knowledge-in-a-blog-VA101861797.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/video-create-personal-views-VA101861793.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/video-create-a-blog-VA101887977.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/creating-a-page-from-scratch-RZ101837218.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/part-1-navigate-a-team-site-RZ101827926.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/connecting-with-people-and-information-in-sharepoint-2010-RZ101827920.aspx?section=2


24/32


Describe the importance of being able to search the SharePoint sitefor list and libraries. Explain that students will learn to conduct a basicsearch, conduct an advanced search, and search for people in the organi-zation, as well as view the search results.

Instructors should do the following: Discuss SharePoints built in search feature that enables users to nd

content in SharePoint. Point out that the SharePoint Server also allows the user to search allSharePoint sites on that server.

Demonstrate how to search a SharePoint site for documents or listsusing the search box.

Explain that the search may contain one or more key words and thatthe search results will include everything containing those key words.

Explain that SharePoint includes many options to search for differenttypes of search queries.

Point out that the All Sites scope is a default that searches on every-thing excluding people.

Explain that the site administrator can congure the Scopes ofSearch feature and determine what scopes to add to the default

scope list. Point out that all default scopes will search for anything on the

SharePoint server site excluding people.

Instructors should do the following: Explain that Federated Searching enables search results that are dis-

played for more than just what is indexed using SharePoint. Point out that federated searching is an optional feature that must

be congured by the SharePoint administrator. Demonstrate how to conduct a Federated Search using the Search

Center and how to review the results to determine search items ob-tained from the Internet or from SharePoint.

Explain that some operating systems support federated searching

from the desktop. Demonstrate how to conduct a Federated Search from the desktop

by selecting the command to get search results from the SharePointsite.

Demonstrate how to conduct a search from the Search Center anddemonstrate how to choose to allow the search to be conductedwith Windows Explorer.

Instructors should do the following: Explain that when browsing search results the user may nd that

results can be displayed as a document, list item, web page, or listview.

Point out that the search result will vary based upon SharePoint

Lesson 6:CongureSite Search Results

Learning Objectives

Lesson Introduction

Administer a Searchat the Site Level

Search SharePointfor Content

View Search Results


learn to congure Microsoft SharePoint 2010 searches. The student

will also learn to view searches and perform advanced searches.


Administer a Search at the Site level

Search SharePoint for Content

View Search Results

Perform Advanced Searches

Search for People


25/32


conguration. Explain that SharePoint Best Bets are used to help people who are searchin

for your SharePoint Server. Point out that the yellow star displayed prominently at the top of the core

search results page ranks search results according to the best bet. Explain that by dening commonly-used search terms as keywords you can

provide a standard glossary of names, processes, and concepts that are parof the common knowledge shared by members of an organization.

Demonstrate how to add keywords to the Best Bet search by choosing SiteSettings, from the Site Actions menu, then navigating to the Site Collection

Administration section. Explain that SharePoint enables users to be notied when new search resu

for a search is added using the Alter Me and RSS feeds options. Demonstrate how to set up the Alert Me option on the Search Results Pag

after you perform a search. Demonstrate how to set up the search results page to subscribe to the RSS

feeds for a specic item.

Instructors should do the following: Explain that advanced searches allow the user to search in a more organize

manner than simply using keywords. Demonstrate how to locate the Advanced Search link in the Search Center. Explain that the Exact Phrase option will return search results that only con

tain that exact phrase. Point out that when searching for web pages the language feature may be

helpful to nd a specic web page. Demonstrate how to conduct an Advanced Search for an item using an exa

phrase or language. Demonstrate how to conduct an Advanced Search for an item with a speci

ed type. Demonstrate how to conduct an Advanced Search for an item using a Boo

ean operator to specify the condition. Point out that to conduct a more precise and powerful search, the Boolean

operator should be combined with document properties. Demonstrate how to conduct an Advanced Search for an item using an exa

phrase or language. Demonstrate how to conduct an Advanced Search using the asterisk (*) wicard on a prex keyword or property query.

Explain that the Advanced Search Box displays searches based on propertieand combinations of words.

Demonstrate how to add the Advanced Search Box web part to a page usithe Site Actions tab.

Discussion question:Discuss how being extremely specic in a search can result in a quick, successfusearch.


Explain that in order to nd the contact details for people in an organizatioa search may be necessary.

Point out that user information is stored in SharePoints user prole databa Demonstrate how to conduct a people search using the Scopes drop-dow

that appears next to the Sites Search box. Point out that a people search can be done by keywords or by advanced

searching methods. Demonstrate how to review the Advanced Search options on the Search O

tions link in the People Search tab. Point out that the results are displayed by social distance. This displays

people you work with rst and the people they work with second, etc. Make students aware that the search results page may also include the

SharePoint organization chart link.

Demonstrate how to rene the search using the results lter option to pro

Perform Advanced Searches

Search for People


26/32


vide grouping. Explain that the black square that appears to the left of a persons name

in the results screen will display the persons contact information when themouse is hovered over the square.

True/False

1. Searchable lists and columns enable users to nd content in SharePoint.2. SharePoint Administrators are allowed to search for any SharePoint Server

existence.

3. Search results may nd that results can be displayed as a picture, table orchart.

4. SharePoint users have the ability to enable Alter Me and RSS feed options tsee new results that are added to a search.

5. In order to nd the contact details for people in an organization, a search itypically necessary.

Multiple Choice

1. The _____ that appears to the left of a persons name in the results screen wdisplay the persons contact information.

a. Red triangleb. Black circle

c. Black squared. Black arrow

2. Some search results page may also include the SharePoint _____ chart link.a. Searchb. Employeec. Sited. Organization

3. The Advanced Search wildcard on a prex keyword or property query is a _a. ? (question mark)b. * (asterisk)

c. ! (exclamation point)d. & (ampersand)

4. In Advanced Search, a search is conducted using a _____ to specify thecondition.

a. Boolean Operatorb. Wildcard Characterc. Exact Phrase Specicationd. Content Type

5. What type of search displays results for more than just what is indexed usinSharePoint?

a. Shared

b. Federatedc. Globald. Exploratory

Quiz Answers:

True/False

1. True2. False, SharePoint Server also allows the user to search all SharePoint sites o

that server.3. False, when browsing the search results that the user may nd that results c

be displayed as a document, list item, web page, or list view.

4. True

Lesson Quiz


27/32


5. True

Multiple Choice

1. C (Black square)2. D (Organization)3. B (Asterisk)4. A (Boolean Operator)5. B ( Federated)

Hands-On Projects

Lesson 6Exercise 1

As a SharePoint assistant, you are continuing to cross train to assist the administrator with the SharePoint system. The following tasks will be part of the crosstraining requirement to assist the administrator.

Log into the SharePoint Administrator Site. Congure searchable columns in the site that you used in the last lesson. Congure a list search using the list that was used in the last lesson. Perform a site search using Windows Internet Explorer.

View the search results from the search performed in Windows Internet Explorer and determine the Best Bet results that were returned. Review the alerts that were created in lesson 4. Create a search that is broadened using a wildcard in one search and then

create a search utilizing Boolean operators to specify the criteria for thesearch results.

Create a note for the list that you created on your site. Sign out of SharePoint.

Microsoft Ofce Online provides online training, demonstrations, and quizzesthat include detailed explanations, preferred methods, and lesson tutorials foreach Microsoft Ofce program. These resources are suggested to engage stu-dents in hands-on experience, self-paced lesson participation, and lesson rein-

forcement.


Quickly nd the resources you need to get your job doneShow the class the information for this course and explain that the course isdesigned to help you quickly and easily nd the documents you need to get yowork done faster.

Class Projects

http://office.microsoft.com/en-us/sharepoint-server-help/find-content-on-a-sharepoint-server-2010-site-RZ101835284.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/find-content-on-a-sharepoint-server-2010-site-RZ101835284.aspx?section=2


28/32


Describe the importance of properly conguring SharePoint 2010 Servic-es and using Microsoft Ofce 2010 applications. Explain that this lessonwill include adding and conguring Business Intelligence web part.

Instructors should do the following: Discuss the use Microsoft InfoPath electronic forms with SharePoint

2010. Demonstrate how to create a form template in Microsoft InfoPath

Designer 2010. Discuss the importance of creating a forms library in SharePoint. Demonstrate how to create a forms library from the publishing step

in Microsoft InfoPath and allow InfoPath to manage the process. Explain that SharePoint includes an Excel Web Access web part to

enable SharePoint to interact with an Excel workbook as a web page. Demonstrate how to add the Excel Web Access web part to a page. Explain that SharePoint enables lists to be created by importing col-

umns and data from an existing Excel spreadsheet. Demonstrate how to import a spreadsheet at the time that a new list

is created. Point out that list contents may be exported from a SharePoint list or

document library to an Excel Spreadsheet. Demonstrate how to export a list or document library using theExport to Excel button under the List or Library ribbon.

Explain to students that you can synchronize data between a Share-Point 2010 list and Ofce Access 2010 and keep both sets of dataup-to-date.

Demonstrate how to synchronize data in a SharePoint list with Access2010 by using the Open with Access command on the list ribbon.

Point out to students that with Microsoft Visio Premium 2010 youcan create a workow in Visio and then export it to Microsoft Share-Point Designer 2010.

Demonstrate how to use the Microsoft SharePoint Workow tem-plate in Microsoft Visio 2010 to create a SharePoint Workow in

Visio and then export to SharePoint 2010 Designer.

Instructors should do the following: Explain that you can synchronize a SharePoint library, contact list,

task list, Project task list and a certain type of SharePoint external listwith Microsoft Outlook 2010.

Point out that you can use Outlook 2010 to collaborate and coor-dinate activities and coordinate projects. Explain that the ability tosynchronize these libraries and lists can help you become more ef-cient, especially if you work ofine or do not have convenient accessto your SharePoint sites all the time.

Demonstrate how to synchronize a SharePoint Library with Outlook2010 using the Connect & Export command on the Library tab under

Lesson 7:IntegrateSharePoint 2010

Services withMicrosoft Ofce 2010

Learning Objectives

Lesson Introduction

Congure SharePoint2010 Services

Run Microsoft Ofce 2010Applications with SharePoint

2010 Services

Learning Goals// The goal of this lesson is to help students learn to in-

tegrate Microsoft SharePoint 2010 services with other Microsoft Ofce

2010 applications. Students will also create a dashboard.


Congure SharePoint 2010 Services Run Microsoft Ofce 2010 applications with SharePoint 2010 Services

Create Dashboards


29/32


the Site Actions menu. Explain that with Microsoft SharePoint Workspace 2010, you can work with

SharePoint 2010 sites, libraries, and lists on your desktop computer or laptowhether in or out of the ofce.

Demonstrate how to synchronize a SharePoint workspace with a SharePoinsite by choosing Sync to SharePoint Workspace on the Site Actions menu.

Demonstrate how to synchronize a SharePoint workspace with a library orlist by viewing all content in the appropriate list or library and then choosinSync to SharePoint Workspace on the Connect & Export group of the List oLibrary ribbon.

Instructors should do the following: Explain that a Dashboard helps to monitor and analyze performance in an

organization. Point out that a Dashboard is a collection of views that are displayed in a

Web browser and are designed to give users the information they need at glance.

Demonstrate how to create a Dashboard publishing page on the site page. Explain that Business Intelligence (BI) provides ways you can collect, presen

and share information. Demonstrate how to congure Business Intelligence by setting the Value,

Goal Level and Warning level for each item using the Site Actions commanon the specic site.

Explain that a Status List is a list containing formatted status indicators andStatus Indicator Details are pages that display details about a single statusindicator.

Explain that the Filter Web Parts changes the view of the data displayed inanother Web part based on certain criteria.

Explain that an Excel Access Web Part is a Microsoft SharePoint Server 2010technology that displays an Excel workbook from a document library. Poinout that you can connect an Excel Web Access Web Part to any workbookin a SharePoint document library, and then use it on a dashboard or otherSharePoint page.

True/False

1. Microsoft Word 2010 is used with SharePoint 2010 to create forms.2. Excel Web Access Web Part enables SharePoint to interact with an Excel

workbook as a web page.3. Excel Web Access Web Part allows for Microsoft Access databases to be im

ported into a list.4. SharePoint offers features to monitor and analyze performance in an organ

zation.5. Sort Web Parts changes the view of the data displayed in another Web par

based on certain criteria.

Multiple Choice

1. SharePoint enables _____ to be created by importing columns and data froman existing Excel spreadsheet.

a. Pagesb. Listsc. Librariesd. Sites

2. Data can be synchronized between a SharePoint 2010 list and _____ to keepboth sets of data up-to-date.

a. Microsoft Word 2010b. Microsoft Outlook 2010c. Microsoft Access 2010d. Microsoft Excel 2010

Create Dashboards

Lesson Quiz


30/32


3. SharePoint provides a method of synchronizing a SharePoint library withcontact list, task list, and a Project task list from what program?

a. Microsoft Word 2010b. Microsoft Outlook 2010c. Microsoft Access 2010d. Microsoft Excel 2010

4. Which tool helps to monitor and analyze performance in an organization?a. Dashboardb. Splash Screen

c. Analysis Monitoring Screend. Microsoft Monitor

5. Which analysis tool allows organizations to collect, present, and shareinformation?

a. Business Indicatorsb. Organization Analysisc. Organization Indicatorsd. Business Intelligence

Quiz Answers:

True/False

1. False, Microsoft InfoPath is used to create forms for SharePoint.2. True3. False, Microsoft Excel spreadsheets may be import into a list.4. True5. False, the Filter Web Part.

Multiple Choice

1. B (Lists)2. C (Microsoft Access 2010)3. B (Microsoft Outlook 2010)

4. A (Dashboard)5. d ( Business Intelligence)

Hands-On Projects

Lesson 7Exercise 1

As a SharePoint assistant, you are continuing to learn to assist the administratowith the SharePoint system. The following tasks will be part of the cross-traininrequirement to assist the administrator.

Log into the SharePoint Administrator Site. Use the site that you worked on in the previous lesson.

Create a forms library from the publishing step in Microsoft InfoPath and alow InfoPath to manage the process.

Continuing with your previously created page, add the Excel Web Access wpart to a page.

Create a new list and import a spreadsheet at the time that a new list is created.

Synchronize a library with Outlook 2010. Create a Dashboard publishing page on your site. For the dashboard publishing page, congure Business Intelligence by setti

the Value, Goal Level and Warning level for each item. Log out of the SharePoint Site.

Class Projects


31/32


Microsoft Ofce Online provides online training and demonstrations that includetailed explanations, preferred methods, and lesson tutorials for each MicrosoOfce program. These resources are suggested to engage students in hands-oexperience, self-paced lesson participation, and lesson reinforcement.


Make Better Business Decisions

Show the class the information for this course and explain that the course isdesigned to help you learn how to use a PerformancePoint dashboard to analypotential business concerns, such as protability, and then share information anrecommendations with others in order to improve business decision making.

Video Basics

Video: Whats New in PerformancePoint DashboardsShow the class the information for this video and explain that the video is de-signed to help you learn about some of the new features in PerformancePointdashboards.

Video: Overview of PerformancePoint dashboard elements

Show the class the information for this video and explain that the video is de-signed to help you learn about Web Parts, lters, page navigation, and reporttypes. See how you can do some very basic operations on a dashboard.Video: Export a PerformancePoint scorecard or report to ExcelShow the class the information for this video and explain that the video is de-signed to help you learn to export a report or scorecard from a PerformancePodashboard to Microsoft PowerPoint, and learn some tips and tricks for workingwith the report or scorecard on a PowerPoint slide.

This document is provided as-is. Information and views expressed in this document, including UR

and other Internet Web site references, may change without notice. You bear the risk of using it.

Some examples depicted herein are provided for illustration only and are ctitious. No real assocition or connection is intended or should be inferred.

This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.

2010 Microsoft. All rights reserved. Microsoft and the trademarks listed at http://www.microsoftcom/about/legal/en/us/IntellectualProperty/Trademarks/EN-US.aspxare trademarks of the Micros

group of companies. All other marks are property of their respective owners.

http://office.microsoft.com/en-us/sharepoint-server-help/touring-a-dashboard-RZ101850778.aspx?section=2http://office.microsoft.com/en-us/sharepoint-server-help/video-whats-new-in-performancepoint-dashboards-VA101828511.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/video-overview-of-performancepoint-dashboard-elements-VA101825895.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/video-export-a-performancepoint-report-or-scorecard-to-powerpoint-VA101821381.aspxhttp://www.microsoft.com/about/legal/en/us/IntellectualProperty/Trademarks/EN-US.aspxhttp://www.microsoft.com/about/legal/en/us/IntellectualProperty/Trademarks/EN-US.aspxhttp://www.microsoft.com/about/legal/en/us/IntellectualProperty/Trademarks/EN-US.aspxhttp://www.microsoft.com/about/legal/en/us/IntellectualProperty/Trademarks/EN-US.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/video-export-a-performancepoint-report-or-scorecard-to-powerpoint-VA101821381.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/video-overview-of-performancepoint-dashboard-elements-VA101825895.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/video-whats-new-in-performancepoint-dashboards-VA101828511.aspxhttp://office.microsoft.com/en-us/sharepoint-server-help/touring-a-dashboard-RZ101850778.aspx?section=2


32/32

IT Academy Program