Want to view videos offline? The SharePoint 2010 Fundamentals Training DVD contains videos that will train you on SharePoint Foundation 2010 fundamentals.

Table of Contents

Introduction and Overview

• Exploring a SharePoint Site

  This video explores the makeup of a SharePoint site. The Quick Launch, Ribbon and Content Area of the site pages are discussed. Also, the navigation scheme of the sites is explored.

Installation

• Installing SharePoint Server 2010

  This video shows the procedure to install and configure SharePoint Server 2010 all the way to creating your first Site Collection.

Creating the SharePoint Site Structure

• Creating a Web Application

  After installing SharePoint 2010 and configuring the SharePoint farm, the first thing you need to do is create a web application. A SharePoint web application is an IIS web site that has been extended to run a SharePoint site. Creating a web application also creates an associated content database. This video shows the web application creation process.

• Creating a Site Collection

  A site collection is created under a web application. It comprises of one or more sites. Sites are the containers in which you place your content and secure your content with appropriate permission levels applied to SharePoint groups. This video shows how you create a site collection.

• Creating a SharePoint 2010 Site

  There are several site templates available that let you create a new SharePoint 2010 site. This video shows a couple of different ways of how you can create a site, within a site collection, using those templates.

• Getting Started with a SharePoint Site

  Get maximum benefit out of your SharePoint site by learning how you can administer it. This video shows where you change the permissions for the site, modify its Theme, change the site icon and setup the quick launch menu. After doing all of that, you will want to change the content of the page which is also demonstrated in this video.

• Change Links in Quick Launch navigation

  The links on the left hand navigation (also referred to as the Quick Launch bar) can be changed in a few different ways. You can link to items internal and external to your site from the Quick Launch bar. This video goes in detail to discuss the different options that you have. Also, the option of seeing your site items in a Tree View control is demonstrated as well.

• Creating a Custom Site Template

  A custom site template can be created as a starting point for creating future sites. A site template can contain lists, libraries, pages, and even content.

• Modifying the Top Link Bar

  The top link bar of a site can be customized to your needs. By default, it shows any subsites that the site has, but you can also customize it to show other SharePoint content or even external content. Watch this video to see a demonstration of all the available options.

• Use Recycle Bin to recover content

  The recycle bin in SharePoint works as a first line of defense for intentionally or unintentionally deleted documents. This video shows how the recycle bin works and the two stages of recycle bin that exist in SharePoint to further protect your information.

Site Customizations

• Creating SharePoint 2010 site components

  This video shows how to create components of a SharePoint 2010 site such as Lists, Libraries and Subsites.

• Creating and customizing a SharePoint page

  This video shows a detailed demonstration of how to create and customize SharePoint pages using the browser. Many of the options in the ribbon are explored. First, a new page is created on the site then it is customized by adding text, table, image, list, and links. Also, it is demonstrated how to use Wiki linking to connect to content on your site.

• Changing the Site Icon

  The icon of your site is one of the first things you'll probably change on your site. There are a couple of different choices you have to make as to where you will place your icon. This video explores those choices and shows you how to change your site icon.

• Configuring Regional Settings for a Team Site

  On a SharePoint team site, you can configure the regional settings to display according to the geographical location of the site. In addition, people working on the same site from across the world can view the information differently as needed.

• Changing the Theme of a Site

  A Site's Theme provides the look and feel of a site. The colors, fonts, images can all be changed by applying a new Theme to a site. Themes are packages of styles and images that can be applied to a site. Keep in mind that Theme is specific to a site and is not inherited by its subsite. This video shows how you can customize a Theme using the browser and then apply it to a site.

• Create SharePoint Themes using PowerPoint 2010

  PowerPoint 2010 can be used to create an Office theme. That theme then can be used to apply to a SharePoint site. It’s a very easy and flexible way to produce themes for SharePoint Sites. Site Collection admin right is needed to add the theme to the site collection. Then a SharePoint Site Admin can apply the theme to any site within the site collection.

• Sync SharePoint Team Sites Content with SharePoint Workspace

  SharePoint Workspace provides an easy way to manage collaborative content of a SharePoint team site. You can also use it to manage the content offline. Document libraries, lists and external lists can all be managed this way. The only exception is the Calendar list which cannot be edited in Workspace. Other non-collaborative content on a page like web parts, text and images cannot be managed through SharePoint workspace either.

Security

• Working with SharePoint Security Groups

  The built in SharePoint security groups are explored in this video - Owners, Members, Visitors and Viewers. It is shown how the user experience changes when you add them to one or more of these groups. Also, some best practice guidance is provided to help you get started with these groups.

• Setting up Site Collection Administrators

  A site collection is administered by site collection administrators. You pick a primary and secondary site collection administrator when a site collection is first created. You can add more administrators afterwards if you like and this video shows you how to can do that. Keep in mind that site collection administrators can administer any site within the site collection even they have not been explicity given permissions to a site.

• Managing Permission Levels

  A Permission Level can be thought of as a security role (such as Contribute, Design, Read). Users or SharePoint Groups are assigned to a security role to give them access to that security level. Permission levels are defined at the top level site of a site collection.

• Checking Permissions for a User

  An end user or an active directory group can be given a variety of permissions within a site collection. There is an easy way to check those permissions from the Site Permissions page.

Lists

• Creating a List or Library using built-in List and Library Templates

  SharePoint ships with many built in List and Libray templates. These can be used to create new instances of lists and libraries. This video shows the process of creating new lists and libraries using the templates.

• Creating a Custom List

  There are many built-in List templates that you can use to create a new instance of a list (such as Announcements, Contacts, Links etc.). However, you might need to create a list structure which is very unique and doesn't fit the structure of any of these out of the box list templates. That's when you can utilize the Custom List template. This video shows how you can create a new Custom List and then modify the list columns in that list.

• Import Spreadsheet to Create a New List

  Data from a spreadsheet can be imported directly in SharePoint to create a new List. SharePoint can automatically create the list columns for you and populate all of the spreadsheet data into the list. You can use this functionality with range of cells in the spreadsheet or with pre-defined named ranges or tables.

• Working with SharePoint Calendars

  The Calendar list in SharePoint Team Site is a great way for a team, department or a company as a whole to list and manage their events. You can create as many calendar lists as you want on a site and use them for a variety of purposes. This video shows all different aspects of a calendar list - creating the list, events, managing list views, moving events, deploying to a page and more are all covered.

• Working with List and Library Columns

  When working with a list or library, you want to first make sure that you have the columns configured properly. There are many types of columns that you can create. This video shows how you can create new list/library columns and use that information to filter the data in a list or library.

• Roll-up Calendars from multiple sites with Calendar Overlay

  Often we have the need to show multiple calendars together. The Calendar list in SharePoint 2010 has the capability to overlay up to 10 calendars on top of each other. These calendars can be either other SharePoint calendars (within the same site collection) or Exchange calendars. Also, they are all nicely color coded so you can easily determine where the calendar originates.

• Working with Large Lists

  SharePoint 2010 Lists can hold millions of records within them. However, the query that's executed to show thousands of records within one view is a bit slow. Watch this video to see how you can work with the List Throttling feature at the web application level to limit the number of records that are returned in a view thus improving the list performance for your end users.

• Edit List and Library content in Datasheet view

  The datasheet view provides an Excel/Access type of spreadsheet view which you can use to modify list or library data. You can use this view to quickly modify items or copy and paste items in the list/library. Also, you can modify this view as you need by resizing or moving around the columns as you would do in Excel/Access.

• Managing List and Library Views

  Views on lists and libraries are like views on tables in databases such as Microsoft Access, SQL and Oracle. After storing the content in the list (or table), you can decide how to setup the view to show that content. This video shows how you can manage existing views or create new views on lists and libraries.

• Configuring Lookup Columns

  Lookup column is a very powerful type of column that can be used in any list or library to get information from another list or library on the site. This functionality can be used to centralize and protect your information (for example list of your Customers) and then do a lookup to it from various lists and libraries. This video goes more in depth to show how you can allow multiple values to be selected or enforce unique values in the lookup column.

• Working with Announcements list

  The Announcements list gets created automatically when you create a Team Site. This list can be used to post news, status, upcoming events and other short bits of information you want to share with your team members. Also, you can set the announcements to expire so they are no longer shown on the page where the Announcements list is deployed.

• Enforce Column Relationship in Lookup Columns

  Lookup columns offer the capability to enforce column relationships and referrential integrity. Two types of relationship behavior can be set: Restrict Delete or Cascade Delete. Both of these settings and their impacts are demonstrated in this video.

• Manage your team tasks with Tasks list

  The Tasks list lets you organize your own personal and/or team tasks in a list. Also, once a task is assigned to someone, it automatically notifies that person of the task. Watch this video to see how this list works and all the different views that come pre-configured with this list.

• Working with Links list

  The Links list gets created automatically when a Team Site is created. You can use this list to show links to any resource, whether internal or external, on your SharePoint pages.

• Have discussions on your site using Team Discussion Board

  The Team Discussion Board is where you can hold newsgroup style discussions on your site. All site members can create new discussion threads and participate in existing discussions. This video shows you how you work with this type of discussion board.

Document Management

• Creating a Document Library

  A document library is used to store any type of a document or an artifact in SharePoint. Once the document is stored in the library, you can take actions on it such as checking it out, versioning it, putting a workflow around it and a whole lot more. This video shows the creation process of a document library and also the additional options you have at the time of creation.

• Uploading Documents to Libraries

  This video shows all different options of uploading files to libraries (any of the libraries available in SharePoint). The single document upload, multiple document upload and upload using the windows explorer are all shown here. Also discussed is the 'overwrite existing files' flag that you should be aware of.

• Versioning settings in Document Libraries

  Document libraries provide the ability to have documents with both major and minor versions. A major version is usually a document that has been published while a minor version is still in draft state and being worked upon. The draft items can be set to be invisible to readers of the site. You will see in this video how to configure versioning settings and the best methods to utilize them.

• Check Out, Check In process in Document Libraries

  When managing documents in document libraries, it is a best practice to utilize the Check out / Check in procedures for documents. This functionality is automatically available and turned on for All libraries in SharePoint. This video demonstrates how you can utilize this functionality properly to prevent losing valuable data. In addition, this video shows how you can require documents to be always checked out before being edited.

• Creating Document Sets

  SharePoint 2010 introduced the concept of Document Sets. A document set is just what it sounds like - a set or package of documents defined as one entity. For example, a loan mortgage application packet could be considered a document set within which you would have individual documents such as personal information, existing properties you own, loan rate declaration etc. Each of these documents could be of any type, but together they make up the document set. This video shows the process of creating a new document set from scratch.

• Working with documents in Explorer View

  The windows explorer view is a very easy and natural environment in which to work with your documents. This video shows how you can use the windows explorer environment for working with documents in SharePoint document libraries - easily copy/paste, drag and drop files, create folders and more.

• Send a copy of document to another library

  All SharePoint document libraries provide the ability to send a copy of a document from one location to another. This can be done even across site collection boundaries. Once the document is sent, the link between the documents is still kept alive so if the source document changes, it can update the copy of the document.

• Utilizing Site Columns

  Site columns are reusable column definitions. They are template of columns which are defined at the site level as opposed to list columns which are created one at a time to be used in a list or library. Watch this video to learn why you would want to use site columns and how exactly to utilize them.

• Utilize Content Types to define and organize your content

  Organizations create multiple types of content. For example, in any business, you have expense reports and status reports that need to be filled out by employees. In other organizations, you might have legal contracts, marketing proposals and more. You can get a handle on all this type of content and organize and manage it throughout your organization, utilizing content types in SharePoint.

Workflow

• Using the built-in Approval Workflow template

  There are 5 workflow templates that ship out of the box with SharePoint Server 2010. You can use these templates to start creating workflows using the browser immediately. The template that's used the most among these is the Approval workflow template. This video demonstrates how you can make use of this workflow template to approve documents.

Web Content Management

• Creating a Publishing Portal

  A Publishing Portal is based upon the Publishing Site template provided with SharePoint. Publishing sites are different from Team sites. Team sites generally have a large amount of contributors while a publishing site's content is controlled by a few contributors and there is a large number of consumers for the site's content. Publishing sites are used for creating internet sites or large divisional intranet sites.

• Approval process for pages in Publishing Sites

  This video shows how the page publishing process works in a site created using 'Publishing Site with Workflow' site template. The publishing pages that are used to present content on a publishing site go through an approval workflow process before they are displayed to the visitors of the site. Members of the site are the ones creating the content while the Approvers are the people who approve/reject the content. You will see the whole lifecycle of this process in this video.

Business Intelligence

• Use the Chart Web Part to visualize data from Excel spreadsheet

  The Chart web part is shipped with SharePoint Server 2010 - Enterprise. It can be used to visualize your data with a variety of types of charts (bar graphs, pie charts, etc). This video shows how you can use this web part to visualize data in an excel spreadsheet through Excel Services.

Advanced SharePoint Topics

• Managed Metadata and Term Store management

  Managed metadata is a hierarchical collection of centrally managed terms. The terms are managed in the Term Store, in Central Administration. You can define, and then use these terms as attributes for items in your SharePoint farm. For example, you could create a list of vendors as a term set that can be centrally managed and the terms (each vendor) from this term set can be used as metadata (or columns) within lists or libraries. This scenario is demonstrated in this video.

• Use Developer Dashboard to analyze SharePoint page performance

  A feature in SharePoint 2010 called Developer Dashboard lets you analyze performance of your SharePoint pages. It is not only useful for developers, as the name suggests, but can also be used by IT professionals and site administrators to monitor how their site is performing and analyze for bottlenecks.

Additional Content

Webinars

• Webinar - User Interfaces of SharePoint 2010

  SharePoint 2010 ships with a variety of functionality waiting to be discovered. You can easily build your collaboration based solutions directly on top of this platform without the need for any programming. You need just the browser to create your robust solutions with lists, libraries and other site components. But how do you know where to get started? This session shows the user interfaces of SharePoint 2010 and explains how easy it is to get started.

• Webinar - Make the Best Use of SharePoint Designer 2010

  Webinar originally conducted on 5/13/2010. Presenter: Asif Rehmani. This webinar starts with an explanation of why you would want to use SharePoint Designer 2010 instead of the browser to create your site components. Then the presentation digs deeper into showing how you can create powerful workflows. Subsequently, the last thing demonstrated is how easy it is to fetch data from a database and show on a SharePoint page. Along the way, there were many good questions that attendees asked and the attempt was made to answer as many as possible in the allotted time.

• Webinar - Getting Started with SharePoint 2010 Team Sites - Best Practices

  So you got your SharePoint 2010 Team Site… now what? How should you proceed to set it up? What should be the things to look out for and to not do? This session explores best practices on how to start up with your team site. Setting up your quick launch, top link bar, company/department logo, creating and setting up lists and libraries and more are discussed here. In addition, the last 20 minutes cover Q&A from attendees.

• Webinar - Creating Workflows with SharePoint Designer 2010, Visio 2010 and InfoPath 2010

  Forms and Workflows are important for automating business processes. Companies usually rely on programmers to create the forms and workflows using code. Not anymore! With InfoPath 2010 and SharePoint Designer 2010, you can create powerful data driven form composite solutions on your SharePoint sites. InfoPath gives you the ability to pull data from databases and lists, and create forms with data validation and conditional formatting. SharePoint Designer's workflows let you then design powerful multi-step workflows centered around the form collected data, building upon the out-of-the-box reusable workflows and even import workflow designs from Visio! In this presentation, you will see how these tools come together to design workflows and route forms across your organization for task assignment and approval.

• Webinar - Introduction to SharePoint Designer 2010

  SharePoint Designer 2010, which is a free application, is “The Preferred” tool to design powerful no-code solutions and applications in SharePoint 2010. In this video, you will get a broad overview of the capabilities of the tool, from site customizations such as modifying Site Metadata, managing Site Security, or creating Site Content, to building List or Site based Workflows and connecting to a variety of Data Sources. You will also learn about the new user experience components such as the Ribbon and Summary Pages in SharePoint Designer 2010.

• Webinar - How and where to deploy InfoPath 2010 forms

  Webinar originally conducted on 6/3/2010. Presenter: Asif Rehmani Microsoft InfoPath 2010 and Forms Server 2010 come together to provide a powerful platform for electronic form generation. It's crucial to your business to know how to use InfoPath most effectively. InfoPath forms can exist independently or they can be hosted on a server platform - like SharePoint. This session focuses on the various deployment options for the forms and provides guidance to help decide on the best deployment option for Your need!