SharePoint 2010 Live Online and Classroom Training Outline

Sign Up for SharePoint 2010 End Users Live Online or Classroom Training based in New York City
When you are finished with this class you will be able to:

• Set up Colloaborative Workspaces
• Manage Versioing and advanced Library and Document Permissions
• Create useful intranets and extranets
• Shared Group Calendars, Task Lists and Projects

Materials

Printed SharePoint 2010 Plain and Simple

Course Outline

Lesson 1- Overview and Tour
What is SharePoint?
What SharePoint Can Do for You?
General Useful Features of SharePoint
Lesson 2- Creating Collaborative Sites
Understanding Sites
Creating a SharePoint Site Based on a Template
Locating Items on a Team Site
Working with Workspaces
Changing a Site’s Look and Feel
Viewing Site Content
Lesson 3- Shared Calendars and Contacts
Shared Calendars
Group Calendars
Shared Contacts
Syncing them to Outlook
Lesson 4- List and Library Essentials
Creating and Deleting Lists
Adding, Editing, and Deleting List Items
Organizing Items with Folders
Working with List Columns
Sorting and Filtering Lists
Working with List View
Enhancing Communication with the Discussion List
Lesson 5- Collaborating on Documents
Tracking Minor and Major Versions of Documents
Managing Documents with a Document Library
Customizing Document Templates
Uploading Multiple Documents
Checking Documents In and Out
Tracking Documents with Document IDs
Using Send To Locations
Introducing Document Sets
Lesson 6- Working with Media
Getting Started with Media Sharing
Introducing the Asset Library
Organizing with Keywords and Metadata
Tagging and Uploading Media Files
Lesson 7- Collabortive Projects and Tasks
Creating a Project Schedule with the Project Tasks List
Lesson 8- Intergreating and Syncing Sharepoint
Using SharePoint with Office
Connecting SharePoint Libraries to Office
Connecting a SharePoint Calendar to Outlook
Archiving Outlook E-Mail in SharePoint
Sharing PowerPoint Slides with a Slide Library
Broadcasting a PowerPoint Presentation
Importing and Exporting Lists to Excel
Syncing to SharePoint Workspace
Saving Excel, Word & PowerPoint into SharePoint directly from Office
Lesson 9- Permission and Security
Understanding SharePoint Security
Setting Permissons on a Site, Library or Document Level
Adding People to Groups
Creating Groups
Granting Permissions to an Individual
Breaking Inheritance
Granting Access to Lists, Libraries, and Individual Items
Removing Security
Checking Permissions
Lesson 10- Searching for Information
Introducing Search Center
Using Search Scopes
Using Refiners
Setting Up Best Bet Results
Using Advanced Search
Optional Lessons Based on Participant Interest
Organizing and Managing Information
Managing Site Columns
Managing Content Types
Customizing Document Templates with Content Types
Advanced Lists
Using List and Column Validation Rules
Using the Issues List
Workflows
My Sites
Using Personal Sites and Social Networking
Introducing My Site
Editing Your User Profile
Uploading Content
Tracking Colleagues
Updating Your Status
Using Your Note Board
Creating Blogs
Collaborating with Blogs
Creating a Blog Site
Change Your Blog Picture and Description
Categories
Managing Blog Posts
Managing Blog Comments
© NYIM Training, LLC 2011

SharePoint Permissions Overview

Permissions

Permissions (also called individual permissions or base permissions) grant a user the ability to perform specific actions, such as viewing pages, opening items, and creating subsites. However, unless you are going to add a custom permission level, you have little chance of dealing with these individual permissions (Figure 1).
Figure 1

Permission levels

Permission level is a collection of individual permissions that are bundled together to allow users to perform a set of related tasks.  One or more permission levels can be assigned to a user or group.
When we say grant permissions to users or groups, we actually mean grant permission levels to users or groups.  Don't be confused by Grant Permissions (Figure 2) and Grant users permission directly (Figure 3) in the UI; again, permissions here all equal to permission levels.  For more information about each permission and permission level, see User permissions and permission levels (SharePoint Foundation 2010) and User permissions and permission levels (SharePoint Server 2010).
Figure 2

Figure 3

Fine-grained permissions

Site administrators control access to sites and site content by assigning permission levels to users or groups. Permission (level) assignment can happen at any level of a site hierarchy: top-level site, site, subsite, list or library, folder, item or document. If you are assigning permission (level) to a lower level as granular as a list or library, folder, or item or document, we call these permissions (level) fine-grained permissions. In some topics, fine-grained permissions are also referred to as "list-level permissions" or "item-level permissions". For more information about fine-grained permission, download the white paper Best practices for using fine-grained permissions (SharePoint Products and Technologies).

Two factors

In addition to individual permissions, permission levels and fine-grained permissions, there are two key factors related to permission management: permission inheritance and group creation.

Permission inheritance

By default, all sites and content inherit permissions from the parent object above it, all the way up to the top-level site in the site collection (for example, a list item --> folder --> list --> site --> top-level site).  Therefore, if you do not break any permission inheritance within a site, the permissions are inherited and shared. However, it is not realistic that all sites and content share the same permissions. SharePoint provides mechanisms to break this inheritance at any site or content level and then to add custom permissions. Figure 4 shows the Inheritance group, whicah can be used to manage permission inheritance.
Figure 4

Note: For ease of management, arrange sites, subsites, lists and libraries so that they can share most of the permissions. Separate sensitive data into their own lists, libraries, or subsites and assign unique permissions there.

Group creation

A SharePoint group is a collection of users that can share the same permissions on a specific site or content. When you create a group, you always bundle a specific permission level to it. Afterwards, when you want to assign someone that specific permission level, simply add the user to the group.
Moreover, you can nest Active Directory groups (to be specific, security groups) in SharePoint groups, which makes permission management much easier. When users come or leave the company, you don't have to manage individual users within the AD group; AD DS (Active Directory Domain Services) manages the users for you. This becomes obvious when you have multiple SharePoint groups that include AD groups. For more information about recommendations for using security groups, see Choose security groups (SharePoint Foundation 2010) and Choose security groups (SharePoint Server 2010).
Figure 5 shows the Grant group, which can be used to create SharePoint groups.
Figure 5

SharePoint groups are usually created at site collection level. If you create a group at a site level (which inherited permissions from its parent site), you cannot grant permission levels to the group directly at that site. Figure 6 shows the resulting message if you try to grant permissions to a group at the site where the group has been created. You can go to its parent site and grant permission level to the group there.
Figure 6

For more information about the three permission concepts and two permission management related factors, see Plan site permissions (SharePoint Foundation 2010) and Plan site permissions (SharePoint Server 2010).

Two new features

The permission features in SharePoint 2010 didn't change much from SharePoint 2007. The following are two main new features I would like to introduce for SharePoint 2010.

Check permissions

Check permissions is a new feature available in SharePoint 2010.
By clicking the Check Permissions button (Figure 7), you can determine a user or group's permissions on all site collection resources. You can find the user's directly assigned permissions and the permissions assigned to any groups to which the user belongs (Figure 8).
Figure 7

Figure 8

Inheritance alert bar

Another new feature is the yellow alert bar that indicates the secured content that has unique permissions in a site (Figure 9). You can check that content by clicking the Show me uniquely secured content link. The alert bar also indicates the parent site from which you inherited permissions.
Figure 9

Create an approval workflow in SharePoint Designer 2010

How to create a new workflow for a SharePoint 2010 document library

How to use a custom CSS stylesheet in SharePoint 2010

The Best Way to Add Custom CSS to SharePoint

To thoroughly customize your SharePoint site, you'll need to use a custom CSS. SharePoint offers a way to specify a single CSS file to use via the "Master page" settings for the site. However, using this approach still limits you to customizing only those IDs and classes that are included on the pages by SharePoint. Moreover, using this setting applies to both site and system pages, which may not be desirable.
With these downsides in mind, the best approach is to create a custom master page and include references to one or more custom CSS files. Follow the steps below to include a custom CSS file in your master page.

1. Open SharePoint Designer (SPD) and connect to the root level of your site's site collection.
2. In SPD, open the "Style Library" folder.
3. Create a new CSS file and name it (e.g. "customstyles.css").
4. Open your master page file in SPD.
5. In the <head> tag add a link to your custom CSS just above the content place holder named "PlaceHolderAdditonalPageHead" as follows:
   <link href="/Style%20Library/customstyles.css" rel="stylesheet" type="text/css" />

Your custom master page is now using your new CSS file in addition to all of the CSS files SharePoint uses out-of-the-box. The idea is that you are taking advantage of the "cascading" property of cascading style sheets by layering your custom styles on top of what SharePoint creates in order to alter the SharePoint look-and-feel as desired—like a skin.

Sharepoint Group Calendars

Cheapest Hosted SharePoint Comparison

After a ton of research and a lot of live chats, here's what I found for the cheapest Hosted SharePoint Options.
I ended up choosing SherWeb. They were quick on the live chat and I really wanted my own domain name.
SherWeb
http://www.sherweb.com/sharepoint-hosting/compare-sharepoint-hosting
Space. 200mb
Version: WSS 3.0 (sharepoint foundation 2010)
Can host your own domain? Yes
Rackspace
http://www.rackspace.com/apps/file_sharing/hosted_sharepoint/
Space. $10 per GB per month
Version: WSS 3.0 (sharepoint foundation 2007)
Can host your own domain? No. It will be something like (________.shareserver.com)
Apps for Rent
$8.95 per month
http://www.apps4rent.com/sharepoint-hosting-plans-comparison.html
Space. 1GB
Version: WSS 3.0 (sharepoint foundation 2007)
Can host your own domain? Yes