ITAP 2050 - Microsoft SharePoint-Information Management 1

Credit Hours: 3.00

Objectives: The student will:

1. Recognize business challenges of implementing ECM.
2. Recognize trends and legal requirements related to content management.
3. Create solutions that bringing together people, process, and content through collaboration.

Outcome 2: Upon completion of the course, students will summarize the document lifecycle as a component of ECM.

Objectives: The student will:

1. Describe document management capabilities in SharePoint.
2. Manage both traditional content types as well as new electronic objects throughout the lifecycle of that content.

Outcome 3: Upon completion of the course, students will apply ECM fundamentals using SharePoint.

Objectives: The student will:

1. Create and format content in SharePoint.
2. Understand how SharePoint works with Microsoft Office.
3. Build team sites in SharePoint.
4. Modify and edit basic settings in SharePoint.
5. Manage documents in SharePoint.
6. Implement SharePoint Apps, Lists, and Libraries.
7. Create and manage document libraries.

Outcome 4: Upon completion of the course, students will explain Content and Information Management fundamentals.

Objectives: The student will:

1. Identify the six domains of Information Management (Access, Capture, Collaborate, Secure, Architecture, Plan).
2. Define the six domain areas of Information management and classify processes and techniques within each domain.

Outcome 5: Upon completion of the course, students will create taxonomies that employ ECM fundamentals.

Objectives: The student will:

1. Describe specific business needs for content management.
2. Trace the evolution of ECM.
3. Define structured versus unstructured information.
4. Recognize the importance of compliance and corporate government specifically related to content management.
5. Differentiate between ECM implementations of on-site, cloud, and hybrid solutions.
6. Create a Content Management taxonomy based on a business case.

1. Define Information Management
2. Define the six domains of Information Management
   1. Access
   2. Capture
   3. Collaborate
   4. Secure
   5. Architecture
   6. Plan
3. Define ECM
4. Define ECM components and technologies
   1. Capture
   2. Manage
   3. Store
   4. Deliver
   5. Preserve
   6. Disposition

Topic 2: Business Challenges and Trends - The Key Issue for Users

1. Collaboration Challenge
2. Continuity
3. Compliance
4. Cost
5. Legal and Regulatory and Compliance Issues
   1. Understanding the problem of compliance and non-compliance
   2. Industries affected
   3. Examples - Sarbanes-Oxley, HIPAA, Freedom of Information, Basel II

Topic 3: Document Lifecycle

1. Define what constitutes a document
2. Recognize difference between a document and a record
3. Document management technologies
4. Successful management of documents
5. Industry standards

Topic 4: Implement Content Management with SharePoint

1. Navigating a SharePoint Site
2. Creating and Managing Team Sites
3. Create content within SharePoint

Topic 5: Manage documents and Information using SharePoint

1. Working with Lists
2. Managing Libraries
3. Creating Workspaces

Topic 6: Workflow/Business Process Management

1. Understanding the need for Workflows
2. Implement Workflows in SharePoint
3. Manage Workflows in SharePoint

Topic 7: Collaboration using SharePoint

1. Creating Wiki’s and Blogs
2. Creating Survey’s and Discussion Boards
3. Utilize SharePoint Apps for communication and collaboration