SharePoint Site Owner and Power User Boot Camp

Course Code: 1941

Overview
Schedule classes
What you'll learn
Outline
Prerequisites
Who should attend
Certification

Overview

The course introduces participants to SharePoint by discussing what SharePoint is, how companies are using it, its business value and how to realize the full potential of its powerful tools to improve how a business communicates. During the course, participants learn how to use out-of-the-box apps in SharePoint including Lists and Libraries, as well as the advanced features available for classifying and managing information. The course explores how to use social features to make data more findable, how search is affected by user interaction via Tagging and Following and how search can be used to find the right information. This SharePoint course is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2016.

Schedule Classes

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Course Delivery

This course is available in the following formats:

Live Classroom
Duration: 3 days

Live Virtual Classroom
Duration: 3 days

What You'll learn

The Value of SharePoint and how to tie it to the Corporate Vision
Using Lists to create, edit and delete team information such as Tasks and Calendars
The importance of Enterprise Content Management and how it empowers Search
How to use Views to create reports to find the information you are looking for
Architecting Libraries to work on documents with your team more efficiently and how to manage information lifecycle with version control
How to classify and categorize your documents
How to use Tagging and Following to make information more findable.
Using the Newsfeed to brainstorm, discuss and ideate with your team members
What a Community is, how to become a member and how to bring value to your team by driving engagement
How to create rich and informative Team Site portals by creating pages and utilizing the SharePoint Web Parts

Outline

Module 1: Introduction to SharePoint

What is SharePoint?
- What is ‘this’ SharePoint everyone is talking about?
- Evolution of SharePoint – Where did it come from?
- Business case for SharePoint
- SharePoint as a tool in support of your enterprise vision
- Driving SharePoint from the top down
- Using SharePoint to enable team collaboration and drive engagement
- Understanding and defining SharePoint roles
The five pillars of SharePoint – Breaking down what SharePoint can do for you
- Share
- Organize
- Discover
- Build
- Manage

Module 2: SharePoint architecture for users

Web application
Site collection
- Sites with common tools and features
- Top level sites
Site
Site components
- Child sites
- Lists
- Libraries
- Pages
- Look and feel
- Navigation

Module 3: Navigating SharePoint sites

Tour of a project site
Site components
- Suite bar
- Top link navigation
- Quick launch
- Tabs and ribbons
- Share, follow, sync, edit, focus on content
- Settings (Site action)
- Site contents
- Recycle bin
- Site content area
- Understanding URLs and how to use them to navigate
- IE favorites
- Newsfeed
- List and library examples

Module 4: Working with sites

Definition of a site – Why do we create new sites
Site components revisited
Site templates explained
Site settings and features
Creating sites
- Initial settings: Title, URL, template and default permissions & navigations
- Default layout based on template selection
- Editing navigation: Top link bar and quick launch
- Site settings
- Tree view

Lab: Creating a site structure – Training center example

Creating a site collection top level site
Default groups and permissions
Settings and features
Create a child site – SharePoint training
Simple site branding – Title, logo, composed looks
Navigation

Module 5: SharePoint lists

What are lists
Using lists to manage business processes
List architecture
- Content types – items
- Metadata
  
  Importance of metadata – never too much!
  
  Columns/field types
- Views
Available list apps
Creating apps using list templates
- Creating common lists from templates
- Building a custom list
- Importing from Excel
Exploring the list toolbars
Working with List data
- Creating, modifying and deleting items
- Using the different view formats for working with items
Using basic reporting functions: Sort and Filter
Working with the Task List app
- Parent/Child tasks
- Using the timeline
- Using the different views
Advanced list topics
- Validating a list column
- Advanced settings
- Deleting lists
- Saving as a template
- Enterprise keywords
- Using alerts
Working with views
- Exploring existing views
- Creating a new view
Class activity – Architecting a ‘class roster’
- Explain business requirements
  
  Architect the list
  
  Metadata requirements
  
  View/report requirements
  
  Build the list
  
  Students interact with the list
  
  Create view
  
  Test view

Lab: Working with lists in the SharePoint training site

Create lists in the SharePoint training site
- ‘Training’ tasks
- ‘Training’ calendar
- ‘Instruction availability’ calendar
- Custom ‘classes’ list

Module 6: SharePoint libraries

What are libraries?
Using libraries to manage document information lifecycle in the enterprise
Library architecture
- Content types – documents
- Metadata
  
  Importance of metadata
  
  Folders vs. metadata
  
  Columns/field types
- Views
Available library apps
Creating apps using Library Templates
- Creating a document library
- Creating a picture library
Exploring the Library toolbars
Working with documents
- Adding content to a document library with no required metadata
  
  New document
  
  Saving documents from Office
  
  Upload documents
  
  Windows explorer
  
  Drag-and-Drop
- Adding content to a document library with required metadata
  
  New document
  
  Saving documents from office
  
  Upload documents
  
  Windows Explorer
  
  Drag-and-Drop
  
  Document control using check-in/check-out
  
  Using basic reporting functions – Sort and Filter
  
  Using version control
- Major versions
- Major and minor versions
- Content approval
Advanced Library topics
- Validating a list column
- Advanced settings
- Deleting a Library
- Saving as a Template (with content)
Working with Views
- Exploring existing views
- Creating a new view
Class activity: Architecting a ‘client records’ library
- Explain business requirements
- Architect the library
  
  Metadata requirements
  
  View/report requirements
- Build the library
- Upload documents to the library
- Create view
- Test view

Lab: Working with libraries in the SharePoint training site

Create libraries in the SharePoint training site
- Create a document library
- Upload documents and create new documents
- Enable version control
- Work with documents with version control
- Create a picture library

Upload pictures and work with formats

Module 7: Access control – Permissions management

Overview of permissions and security
Groups
- Default groups
- Creating groups and managing group memberships
Users
- Active directory integration
- Using security groups for SharePoint Access Control
Permission levels
Role-based management
- Groups represent roles
- Groups are assigned permission levels
Where permissions are set
- Site, lists and items, libraries and documents
Inheritance
Using ‘Sharing’ to share information
Access requests
Best practices

Lab: Working with permissions and sharing information

Creating a group
Adding users to a group
Assigning permission levels
Sharing a site and a library
Create and edit permission levels

Module 8: Enterprise content management

Importance of ECM
Content types
- Site columns
- Content types
Managed metadata
Document sets

Lab: Working with content types

Creating site columns
Creating content types
Using managed metadata
Creating document sets

Module 9: SharePoint and Office integration

Connecting and syncing lists and libraries to Outlook
Project Pro integration
Exporting data to Excel
Site mailboxes

Lab: Connecting lists and libraries to Outlook

Syncing the task list
Connecting a calendar
Connecting contacts
Exporting a list to Excel
Creating a site mailbox

Module 10: Business process automation using Workflow

OOTB workflow
Workflow settings
Workflow administration
Custom using SharePoint designer

Lab: Using Workflow

Creating an approval workflow
Creating a three-state workflow
Creating a custom workflow to manage documents

Module 11: Focus on collaboration tools to drive engagement

Surveys
Wiki
Blog
Newsfeed
About Me
Communities

Lab: Using the collaboration tools

Creating a Survey
Creating a Wiki for Procedures Manual
Creating a Blog
Creating Your “Profile” / About Me
Using the Newsfeed
Following Colleagues, Documents, and Sites
Creating a SharePoint User Group Community

Module 12: Designing a SharePoint site to drive collaboration

Pages
- Page types
- Choosing the right page type
- Creating pages
Web pages
- What are web parts
- Using the common web parts
- Web part properties
Page design
- Creating pages
- Page layout
- Placing components on your page

Lab: Designing your team site

Planning your page
Creating a new page
Place components and web parts on the page
Moving items around on a page
Best practices

Prerequisites

There are no prerequisites for this course.

Who Should Attend

The course is highly recommended for –

Site owners
Content editors
Information managers
Site administrators
Site collection administrators
Project managers
Team supervisors
Librarians

Interested in this course? Let’s connect!

Certification

This course helps participants prepare for earning the SharePoint Power User and Site Owner Certificate. The certificate offers non-server administrators the opportunity to master critical power user skills to guarantee a successful SharePoint adoption. This increases the individual’s value to the business and improves processes and collaboration among development and delivery teams.

The certification exam comprises of multiple-choice and true/false questions in a web based examination.