6 Basic SharePoint 2010 components to master for InfoPath 2010 – free online resources included
This post contains links to free online resources you can use to start learning the basics of SharePoint 2010 in preparation for starting to work with InfoPath forms, form templates, and workflows in SharePoint 2010.
In a previous post about learning SharePoint and InfoPath, I mentioned that your first step should be to learn the basics of SharePoint 2010 or InfoPath 2010 before combining the two.
But what are the SharePoint 2010 basics you need to know before being able to use InfoPath in SharePoint?
In this post, I will give you links to a few free online resources you can use to learn the bare basics of SharePoint 2010 in relation to InfoPath 2010 before you start using InfoPath forms in SharePoint.
1. SharePoint site collections and sites
For normal SharePoint users, i.e. Information Workers, SharePoint starts with sites and site collections. Where InfoPath is concerned, you should understand what the difference is between a site collection and a site, and how a site fits into a site collection. This knowledge will help you make publishing decisions for InfoPath form templates, especially where site content types are concerned.
2. SharePoint wiki and web part pages
SharePoint sites consist of pages. The pages you should know about in SharePoint 2010 are wiki pages and web part pages. Your knowledge of SharePoint pages will enable you to customize them by adding links or web parts related to InfoPath to them.
3. SharePoint lists and libraries
After pages logically comes SharePoint lists and SharePoint document libraries. Knowledge of SharePoint lists and libraries is vital for being able to design SharePoint list form templates and SharePoint form library templates in InfoPath 2010.
4. SharePoint content types
Content types are more of an advanced topic in SharePoint. Nonetheless, if you want to take advantage of the new reusable workflows in SharePoint Designer 2010 or be able to do things such as move forms between form libraries without much hassle, you need to know about content types. In addition, you can publish an InfoPath form template as a site content type, so it is definitely worth your while to get to know more about them.
5. SharePoint security
While SharePoint security is not the easiest topic to understand and master, you should at least know what permission levels and security groups are. A security best practice is to give users the least amount of privileges required to do their job, so you need to first understand which permissions are available and how they work in SharePoint before you assign them to users. Submitting an InfoPath form to a form library requires different permissions than publishing a form template to a SharePoint form library; to understand the difference, you must understand SharePoint security.
6. SharePoint Designer 2010 workflows
And finally, I would recommend learning about list and reusable workflows in SharePoint Designer 2010. While these are not vitally important for being able to use InfoPath forms in SharePoint, they will become important if you want to use codeless workflows with InfoPath forms.
So there you have it… all free online resources you can start using today to get a grip on the basics of SharePoint 2010 for InfoPath 2010.
Copyright: This article may not be used on web sites (whether personal or otherwise), copied, disseminated, altered, printed, published, broadcasted, or reproduced in any way without an expressed written consent of S.Y.M. Wong-A-Ton. The techniques demonstrated in this article may be used within any Microsoft InfoPath project. This article is provided without any warranties. Copyright for this article is non-transferrable and remains with the author, S.Y.M. Wong-A-Ton.