SharePoint 2007 End-User Training: Site Owner

Learning Method: Instructor Led

Duration: 2 Days

Overview:
This course concentrates on SharePoint 2007 from the Site Owner's perspective.
Target Audience:
It is aimed at a non-technical user who has been assigned a role to administer one or more sites as an Owner. Creating and Managing Lists / Libraries, Configuring Sites, Managing Security would be some of the major tasks an owner would have to undertake.
Pre-requisites:
Students must have attended SharePoint 2007 End-User Training: Members course prior to attending this course.
Outline:
Introduction: An Overview of Sites and Site Ownership
  • Overview
  • Some Definitions
  • Deciding When to Use Site Collections and Subsites

Module 1: Creating Sites and Subsites
  • Determining when to use a top-level site and when to use a subsite
  • Default site templates
  • Sites, workspaces and pages
Exercise 1: Creating Sites and Subsites
  • Create a Top-Level Site
  • Create a subsite under the existing site
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Module 2: Customizing Your Site
  • Using a Master Page
  • Site Colors and Themes
  • Customizing Default Images on the Home page
  • Creating and Customizing a Site Column
Exercise 2: Customizing Your Site
  • Create a Master Page
  • Change the Site Colors or Theme
  • Change the Default Images on the Home page
  • Create a site column

Module 3: Site and List Templates
  • Overview
  • Site Templates
  • List Templates
Exercise 3: Creating Site and List Templates
  • Create a Site Template
  • Add a Site Template to the Template Gallery
  • Create a List Template
  • Add a List Template to the List Template Gallery

Module 4: An Introduction to Content Types
  • Content Types at the Site Level
  • Inheritance and Content Types
  • Document Management and Content
Exercise 4: Working with Content Types
  • Create a site content type
  • Add a Content Type to a List or Library
  • Change the New button Order or Default Content Type

Module 5: Content Management
  • Document Management
  • Require Check-Out
  • Require Approval for Submitted Items
Exercise 5: Automating Content Approval
  • Configuring Content Approval
  • Configuring an Automatic Approval Workflow
  • Create a New Document for Approval
  • Approve a Document

Module 6: Publishing Pages
  • Site Menu & Reports
  • Creating a Publishing Site
  • Creating a Publishing Page
  • Article Pages & Welcome Pages
Exercise 6: Working with Publishing Sites
  • Create a Publishing Site
  • Edit the Welcome Page

Module 7: Information Management Policies
  • Policy Statement
  • Label Policy
  • Audit Policy
  • Expiration Policy
  • Barcoding Policy
Exercise 7: Applying an Information Management Policy
  • Create an Information Management Policy
  • Test the Barcoding policy

Module 8: Site Administration
  • Change Regional Settings for a Site
  • Manage user alerts
  • Manage RSS feeds
  • Monitor Quota Data
  • Search
Exercise 8: Site Administration
  • Change Regional Settings for a Site
  • Manage user alerts
  • Manage RSS feeds
  • Monitor Quota Data

Module 9: Security Features
  • Assigning Users and Groups
  • Manage permissions for a list, library, folder, document, or list item
Exercise 9: Managing Security Features
  • View Users and SharePoint Groups Associated with a List or Library
  • View users and SharePoint Groups Associated with a Folder, Document, or List
  • Add users to a list or library
  • Add Users to a Folder, Document, or List Item
  • Create a New SharePoint Group from a List or Library
  • Create a New SharePoint Group from a Folder, Document, or List Item
  • Edit permission assignments on permission levels on a list or library
  • Edit Permission Assignments on Permission Levels on a Folder, Document, or List
  • Break Permission Inheritance on a List or Library
  • Inherit Permissions for a List or Library
  • Remove User Permissions from a List or Library

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