SharePoint 2010

1. Business Drivers
1. SharePoint Value Proposition
  1. Deliver Best Productivity Experience
  2. Cut Costs with a Unified Infrastructure
  3. Rapidly Respond to Business Needs
2. Understanding the Enterprise Landscape
  1. Reviewing the Business Landscape
    1. Business Drivers, Goals and Context
    2. Factors Influencing the Business Environment
    3. Organisational Structure
  2. Reviewing the Technology Landscape
    1. Understanding SharePoint 2010 Ecosystem
    2. Understanding Enterprise Architecture and Strategy
    3. Understanding Existing Infrastructure
    4. Understanding Existing SharePoint Solution
  3. Reviewing the Legal Landscape
    1. Protection of Information Bill
    2. Personal Data Privacy Laws
    3. SAPO rules, regulations and policies
    4. PMFA
    5. Electronic Records Management Standards and Compliance
  4. Reviewing the SAPO Information Landscape
  5. Reviewing the End-User Landscape
    1. Factors Influencing the End-User Environment
    2. Tools of the Information Worker
    3. Designing for Users
      1. User Experience
      2. Role-Based Design
    4. Involving Key Users
      1. Focus Groups
      2. Pilots
  6. Gathering Issues and Metrics
2. Getting Started with SharePoint 2010 Programme and Projects
1. Requirements Activities
  1. Eliciting Requirements
  2. Analysing Requirements
  3. Validating Requirements
  4. Recording Requirements
2. Programme and Management Activities
  1. Understanding Resourcing and Roles in the SharePoint 2010 team
  2. Defining Business Case and Benefits Realisation Plan
3. Early Technical Leadership Activities
  1. Beginning Early Design Activities
  2. Conceptualising the Logical and Physical SharePoint 2010 Solution
  3. Managing, Tracking, and Recording Key Design Decisions
4. Business Change and Adoption Activities
  1. Designing the "Future State" Business Design
  2. Establishing a Business Engagement Strategy
  3. Defining Marketing and Communication Plan
  4. Defining and Education Training Plan
  5. Defining and Measuring Success
  6. Capturing Lessons Learned
3 . Defining SharePoint 2010 Portal Strategy
1. Review the SAPO Business Environment
2. Engage Key Stakeholders
  1. Indentifying Key Stakeholders
  2. Define the Business Drivers
3. Define Portal Capabilities and Blueprint
  1. Support Business Drivers
  2. Support Key Audiences
  3. Portal and Supporting Capabilities
  4. Definition of Portal Blueprint
4. Build the SAPO Enterprise Portal Strategy
5. Define the Roadmap
6. Agree on Stakeholder Responsibilities
  1. Executive Sponsorship
  2. Steering Committee
  3. Project Sponsorship
  4. Programme Manager
  5. Project Manager
  6. Project Team
  7. End Users
4. SharePoint User Adoption Strategy
5. Corporate Information Services
1. Designing Corporate Information Services
  1. Budget Consideration
  2. Expected Longetivity of the Deployment
  3. Security Requirements
  4. Document Control
  5. Environment Conflicting with SharePoint 2010
  6. Working with Documents
    1. Social Networking
    2. Check-in/Check-out and Versioning
    3. Content Types
    4. Document Sets
    5. Navigating Documents
    6. Workflow
    7. Offline
    8. Co-authoring in Office 2010
    9. Office Web Applications
  7. Document Management in SAPO
    1. Determining Where Documents Will Live
    2. Information Management Policies
    3. Document IDs
    4. Managed Metadata Service Application
    5. Document Conversion Services
    6. Document Center Sites
6. Business Collaboration Services
1. Business Collaboration Features in SharePoint 2010
  1. Team and Project Sites
  2. Document Workspace Sites
  3. Meeting Workspace Sites
  4. Blog Sites
  5. Enterprise Wiki Sites
2. Key Business Challenges
  1. Understanding SAPO & Post Bank Requirements
  2. Understanding Business Entities
  3. Formal vs. Ad-hoc (Unstructured) Sites
  4. Deciding on Site Self-Service Provisioning Options
  5. Deciding between Site Collections and Subsites
  6. Site Life-Cycle Management
3. Common Business Scenarios
  1. Taking Sites and List Information Offline
  2. Regionally Distributed/Replicated Collaboration Sites
4. Key Architectural Considerations
  1. Aggregating Content from Multiple Sites
  2. Defining a Common User Experience
  3. Adhering to Compliance and Regulatory Requirements
  4. Managing and Extending Metadata
  5. Deciding between Global and Local Navigation Elements
  6. Planning for Performance
  7. Planning for Security
  8. Planning for Storage
    1. Using Storage Metrics
8. Information Architecture
1. Functional Enablement
  1. Microsoft Out of the Box functionality
  2. Third Party Applications
  3. Custom Applications
2. Site Hierarchies
  1. Web Applications
    1. Site Collections
  2. Navigation
  3. Branding
  4. Storage Quotas
  5. Security
    1. Retention
    2. Auditing
    3. Restrict Printing Sensitive Content
  6. Content database
3. Tagging
  1. Folksonomy
4. Taxonomy
  1. Metadata
  2. Functional Enablement
    1. Microsoft Out of the Box functionality
    2. Third Party Applications
    3. Custom Applications
  3. Content Types
5. Search & Enterprise Document Management Intergration
9. Governance
1. Site
  1. Information Management
    1. Information Architecture
    2. Information Access
    3. Information Management Tools
  2. IT Management
    1. Policies for access and usage
    2. Managing life cycle of content
    3. Classifying and Delivering Content
    4. Backup and Disaster Recovery
    5. Implementing and Maintaining Security Controls
    6. Preventing rogue installations of SharePoint
    7. Updating SharePoint with patches and service packs
    8. Controlling custom component deployment
    9. Monitoring usage and providing reports to governance team
  3. Application Management
    1. Customisation Policy
    2. Sandboxed Solutions
    3. Branding
    4. Life Cycle Management
2. Functional Enablement
  1. Microsoft Out of the box
  2. Third Party Applications
  3. Custom Applications
10. Search
1. Information Architecture Integration
2. Document Search
3. People Search
4. Configuring Search Settings and User Interface
  1. Web Parts
  2. Search Box
  3. Federated Search
  4. Search Page Layouts
  5. Navigation to Search Center
5. Functionality Enablement
  1. Microsoft Out of the box
    1. Native SharePoint 2010 Server Search
    2. Fast Search Server
  2. Third Party Application
  3. Custom Application
6. Getting to Know SharePoint 2010 Search Features
7. Getting to Know Fast Search for SharePoint Features
8. Understanding the SharePoint 2010 Search Architecture
9. Understanding Federated Search
10. Key Challenges with Enterprise Search
  1. Understanding the Need for Enterprise Search
  2. Defining "Mature" Search Requirements
  3. Gathering Search Requirements
  4. Advanced Business Scenarios
  5. Designing Search-Driven Applications
11. Search User Experience
  1. Crawled Properties and Managed Properties
  2. Advanced Search
  3. Search Results
  4. People Search
  5. Search User Interface
12. Planning for Scale and Redundancy
13. Optimising Search Performance
14. Optimsing Search Relevancy
11. Legacy Migration
1. SharePoint Elements to Migrate
  1. Document Libraries
  2. Security and Properties (Permissions)
2. Selective Migration
  1. Functionality Enablement
    1. Third Party Application
12. Enterprise Content Management
1. Supporting Elements
  1. Managed Metadata
  2. Ratings
  3. Search
  4. Workflow
  5. Document Sets
  6. Document IDs
  7. Content Organizer
2. Records Management
3. Digital Asset Management
4. Web Content Management
5. Intergration with Search and Information Architecture
6. Functionality Enablement
  1. Microsoft Out of the box functionality
  2. Third Party Application
  3. Custom Application
13. Security
1. Safeguarding Confidential Data
  1. Understanding Threats in SharePoint Data
  2. Data Leakage Protection Technologies
14. Business Process Optimisation
1. Forms Services and Workflow
  1. Using Forms and Workflow Together
    1. Using InfoPath Forms in SharePoint 2010
      1. InfoPath Deployment
    2. Working with data in InfoPath
    3. Workflow in SharePoint 2010
      1. Site-Based Workflow
      2. Visualisation (SharePoint Designer)
      3. Third Party Applications for complex workflows
2. Business Intelligence Services
  1. Understanding Business Intelligence
  2. Understanding Information Storage and Retrieval
  3. Affinities between a SharePoint List and Database
  4. Structured Versus Unstructured Data
  5. Getting Started with Business Intelligence
    1. Report
    2. Dashboard
    3. Key Performance Indicator (KPI)
    4. Scorecard
    5. Data Source
    6. Online Analytical Processing (OLAP)
    7. Data Warehouse
    8. Cube
  6. Using Excel Services
    1. Understanding Excel Services Architecture
  7. PowerPivot for Excel
    1. Understanding PowerPivot for Excel Architecture
  8. Using PowerPivot for SharePoint
    1. On-demand Server-Side Query Processing
  9. PerformancePoint Services
    1. PerformancePoint Services Architecture
  10. Reporting Services
    1. Choosing a Report Authoring Tool
    2. Reporting Services Architecture
  11. Visio Services
  12. Access Services
3. Business Connectivity Services
  1. Interaction with Line of Business Data
    1. Third Party Applications with BCS
15 Technical Solution Architecture
1. SharePoint Farm
2. Web Applications
3. Databases
4. Service Applications
5. Servers
6. Site Collections and Sites
  1. Site Templates
  2. Pages, Web Parts, and Page Content
  3. Permissions and Access Control
  4. Features and Solutions
7. Libraries Lists and List Items
  1. Lists and Library Types
  2. Content Types
  3. Columns
  4. List Views
8. Licensing
  1. Microsoft SharePoint 2010 Server
    1. Microsoft Fast Server 2010
  2. Third Party Applications
9. Search Topologies
  1. Query Architecture
  2. Crawl Architecture
10. Head Office, Regionally Distributed Deployments - Selecting an Architecture
  1. Determining an Administrative Model
  2. Scaling the Architecture
    1. Factors Affecting Scaling
    2. Deciding to Scale Up
    3. Deciding to Scale Out
    4. Considering the Trade-offs
    5. Considering Network Performance
    6. Considering Active Directory
16. Integration with other Applications
17. Social Networking
1. Personalisation
  1. User Profile Information
  2. My Site
2. Colleagues, Organisations, and Memberships
  1. Colleagues
  2. Presence
3. Blogs and Wikis
  1. Blogs
  2. Micro-blog
  3. Wikis
4. Tagging, Ratings, and Notes
  1. Tags
  2. Bookmarks
  3. Feedback and Rating
  4. Note Board
5. Key Business Challenges
  1. Clarifying Business Requirements
  2. Defining and Planning the List of User Profile Properties
  3. Storing Personally Identifiable Information
  4. Defining Clear Employee Code of Conduct
  5. Phasing the Rollout of My Sites to Employees
6. Advanced Business Scenarios
  1. Regionally Dispersed My Site Implementations
  2. Using Role-Based My Site Considerations
7. Key Architectural Considerations
  1. Identifying User Profile Import Sources
  2. Ensuring that Source User Profile Information Is Accurate
  3. Identifying and Mapping Profile Import Properties to SharePoint User Profile Properties
  4. Combining Heterogeneous Data to Enrich the SharePoint User Profile
  5. Planning for Exclusion Filters
  6. Planning for User Profile and My Site Storage Requirements
  7. Enriching People Search
  8. Using Multiple Farms
8. Recommended Approach
  1. Focusing on Business Drivers and Requirements
  2. Considering a Phased Approach to Social Networking
  3. Implementing Improvements and New Features Regularly
  4. Promoting, Animating, and Incentivising
  5. Defining Clear Goals and Metrics
9. Good Practices
18. Enterprise Project Management