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SharePoint

Implementing Microsoft SharePoint Portal Server 2001
(Microsoft Training Course: 2095) - 3 days - £1700 exc VAT

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> Target Audience
THIS COURSE HAS NOW RETIRED. PLEASE SEE THE SUPPLEMENTARY INFORMATION FOR DETAILS OF ALTERNATIVE COURSES.
This course is intended for information technology (IT) professionals, Microsoft Office administrators, and Microsoft Certified Solution Providers.
> Course outline
  1. Introduction to SharePoint Portal Server
  2. Installing and Configuring SharePoint Portal Server
  3. Configuring the Workspace
  4. Adding Documents to the Workspace
  5. Publishing Documents
  6. Adding and Managing External Content
  7. Searching for Content
  8. Using the SharePoint Portal Server Dashboard Site
  9. Managing SharePoint Portal Server
Supplementary InformationThis course has now retired and is no longer available. We suggest you look at Course [[{http://www.F1Comp.Co.UK/computer_training/Microsoft_Training_Courses/SharePoint/5061.aspx}5061: Implementing Microsoft Office SharePoint Server 2007]].
Module 1: Introduction to SharePoint Portal Server
  • Common Obstacles to Implementing an Effective Document Management Solution
  • Introduction to SharePoint Portal Server
  • Using SharePoint Portal Server as an Effective Document Management Solution
  • At the end of this module, you will be able to describe the common obstacles to implementing an effective document management solution, describe the major features of SharePoint Portal Server, describe the characteristics of SharePoint Portal Server workspaces and a digital dashboard, and demonstrate how to use SharePoint Portal Server to improve the document management capabilities of an organization.
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Module 2: Installing and Configuring SharePoint Portal Server
  • The following topics are covered in this module:
  • Deploying SharePoint Portal Server
  • Advanced SharePoint Portal Server Setup Options
  • Post-Installation Issues
  • Installing the Client Components of SharePoint Portal Server
  • Accessing the Workspace
  • Securing SharePoint Portal Server and the Workspace
  • Using the SharePoint Portal Server Console
  • At the end of this module, you will be able to install SharePoint Portal Server and the client components of SharePoint Portal Server, perform SharePoint Portal Server remote and unattended installations, uninstall or repair SharePoint Portal Server, access and manage the workspace, help protect the workspace by using roles, and use SharePoint Portal Server Administration. This includes:
  • Create a workspace by using the New Workspace Wizard.
  • Use SharePoint Portal Server Administration to configure SharePoint Portal Server with general and account information, to modify workspace settings, and to add a coordinator at the workspace level.
  • Establish document security at the top level of the workspace.
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Module 3: Configuring the Workspace
  • The following topics are covered in this module:
  • Planning a New Workspace
  • Creating and Configuring a Category
  • Creating a Document Profile and a Document Profile Property
  • Creating Document Folders and Modifying Folder Properties
  • Interaction of Categories, Document Profiles, and Document Folders
  • At the end of this module, you will be able to develop a plan for implementing the workspace in an organization, create and configure a category for document management, create a document profile and a document profile property, create document folders and modify folder properties, and describe the relationship between categories, document profiles, and document folders. This includes:
  • Create a category by using the Web folders view of the workspace.
  • Create a document profile and profile properties by using the Add Document Profile Wizard.
  • Edit a document profile and create profile properties by using the Web folders view of the work
  • Create an enhanced document folder by using the Web folders view of the workspace.
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Module 4: Adding Documents to the Workspace
  • The following topics are covered in this module:
  • Using, Configuring, and Administering Document Versioning
  • Managing Content and Document Folders
  • At the end of this module, you will be able to administer document versioning in the workspace, populate document folders, and move and copy content between folders. This includes:
  • Create an enhanced document folder by using the dashboard site.
  • Add documents to standard and enhanced folders by using Microsoft Office applications, the Web folders view of the workspace, and the dashboard site.
  • Assign document profiles and categories to documents.
  • Check in and check out documents by using Office, the Web folders view of the workspace, and the dashboard site.
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Module 5: Publishing Documents
  • The following topics are covered in this module:
  • Publishing Documents Without Approval Routing
  • Publishing Documents With Approval Routing
  • Using Web Discussion to Review Documents
  • At the end of this module, you will be able to publish a document that is checked in and publish a document that is in the process of being checked in without using approval routing, use approval routing before a document is published, and use Web Discussions to discuss workspace documents with other users. This includes:
  • Create a document approval process.
  • Publish a document from an enhanced folder with an approval process.
  • Approve a document that is pending approval.
  • Implement a discussion for assisting the approval process.
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Module 6: Adding and Managing External Content
  • The following topics are covered in this module:
  • Components of a SharePoint Portal Server Search
  • Adding Content Sources
  • Managing Content Sources
  • At the end of this module, you will be able to describe the components that are used in the searching and indexing features of SharePoint Portal Server; define content source and describe the types of content that are supported, how a content source is used, and how to add a content source; and manage a content source by setting schedules, scope, and rules, and describe additional functions that apply to content sources. This includes:
  • Add content sources to a workspace.
  • Configure the advanced options for a content source.
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Module 7: Searching for Content
  • The following topics are covered in this module:
  • Performing Searches by Using the Dashboard Site
  • Optimizing Search Performance and Administering Search Features
  • At the end of this module, you will be able to discuss the three search options in SharePoint Portal Server, use the two Search Web Parts to perform simple and advanced searches, apply various techniques for maximizing search results, explain the processing steps that are performed on a search query as it is passed to the index, discuss how to optimize search performance by setting the query time-out and setting the maximum number of search results, and configure Best Bets, the thesaurus, and noise word files. This includes:
  • Determine which type of browsing (folder or category) is the most appropriate way to locate content for different kinds of search requirements.
  • Test SharePoint Portal Server search features to discover inflected versions of a verb.
  • Use the Advanced Search Web Part to perform queries for documents.
  • Configure the Best Bet categories and Best Bet keywords of a document.
  • Use the SharePoint Portal Server thesaurus.
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Module 8: Using the SharePoint Portal Server Dashboard Site
  • The following topics are covered in this module:
  • Introducing Digital Dashboard Technology
  • Default Dashboards
  • SharePoint Portal Server Discussions
  • SharePoint Portal Server Subscriptions
  • Customizing the Dashboard Site
  • At the end of this module, you will be able to define dashboard site, digital dashboard, and Web Part; name the default dashboard site dashboards that are included with SharePoint Portal Server, and describe the functionality provided by each dashboard; administer discussions; administer subscriptions; and customize a dashboard site. This includes:
  • Create a discussion topic for a document through the SharePoint Portal Server dashboard site.
  • Insert a discussion topic in a document by using the Online Collaboration Toolbar in Microsoft Word.
  • Enable discussions to be searched by using the Management dashboard in the Web folder view of a workspace.
  • Use the Management Web Part of the SharePoint Portal Server dashboard site to delete a discussion topic.
  • Create, test, and manage subscriptions using the SharePoint Portal Sever dashboard site.
  • Add a new Web Part in the default Sharepoint Portal Server dashboard site.
  • Add content to the new Web Part for additional functionality.
  • Use the dashboard management features to change the layout of the dashboard site.
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Module 9: Managing SharePoint Portal Server
  • Examining the Web Storage System
  • Managing SharePoint Portal Server
  • Monitoring SharePoint Portal Server
  • Backing Up SharePoint Portal Server
  • Restoring SharePoint Portal Server
  • At the end of this module, you will be able to locate and manage files and folders in the Microsoft Web Storage System, manage the computer running SharePoint Portal Server, monitor SharePoint Portal Server by using System Monitor, and back up SharePoint Portal Server, and restore SharePoint Portal Server. This includes:
  • Calculate the approximate disk space required for the backup image.
  • Back up your SharePoint Portal Server computer.
  • Review the log file entries generated during backup that can be used to troubleshoot the backup process.
  • Restore your SharePoint Portal Server computer.
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> Pre-Requisites
Before attending this course, students must have:
  • Windows 2000 file system security (groups, settings, and permissions).
  • Document management systems.
  • Windows applications and Internet browsers.
  • Students must also have a working knowledge of Microsoft Office 2000.
> Purpose
At the end of the course, students will be able to:Install SharePoint Portal Server and the client components of SharePoint Portal Server. Configure the SharePoint Portal Server computer by using Microsoft Windows® 2000 file security settings and SharePoint Portal Server roles. Configure the SharePoint Portal Server workspace by adding categories, document profiles, and document folders. Use the document properties and metadata to organize workspace content. Use the SharePoint Portal Server dashboard site to access content and demonstrate the digital dashboard architecture. Customize the layout of the SharePoint Portal Server dashboard site by modifying properties of the digital dashboard. Add documents to the SharePoint Portal Server workspace and control user access to documents by using standard and enhanced folders. Add metadata for search-specific information. Create and structure indexes for searching content in SharePoint Portal Server. Create a document approval process for their organization. Use Web Discussions to add editorial suggestions to documents. Implement dashboard site security and maintain the digital dashboard site. Optimize a SharePoint Portal Server computer and SharePoint Portal Server dashboard site for searches and content access. Find documents that are stored on multiple servers and data stores, such as Web servers, file shares, other SharePoint Portal Server computers, Microsoft Exchange servers, and Lotus Notes servers.
> Supplementary Information
This course has now retired and is no longer available. We suggest you look at Course [[{http://www.F1Comp.Co.UK/computer_training/Microsoft_Training_Courses/SharePoint/5061.aspx}5061: Implementing Microsoft Office SharePoint Server 2007]].

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