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Description
This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites. Your goal is to learn how to make SharePoint relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues. During the class you will also learn best practices and ‘what not to do’ as you watch live, interactive demonstrations and put theory into practice with hands on exercises.
Objectives
Lesson objectives help students become comfortable with the course, and also provide a means to evaluate learning. Upon successful completion of this course, students will be able to:
• Use SharePoint with greater ease and efficiency
• Have more productive workdays with less time wasted
• Manage, create, and customize content in SharePoint
• Use Business Networking capabilities of SharePoint 2013
• Understand how to utilize SharePoint for your specific needs
Prerequisites
No previous knowledge is required to attend this course.
Outline
Module 1 – Introduction to SharePoint 2013
This module highlights the uses and benefits of SharePoint 2013. Using SharePoint 2013 as a central repository, managing web content, for team collaboration, expansive searching, social networking, automation and as a business intelligence centre. Also covered is the diversity of the product versions and what functionality they include. We will also discuss how we will use a realistic scenario throughout the course that will help the delegates to relate to the content. The following topics are also covered:
•Overview of SharePoint 2013
◦Central Repository for Information
◦Web Content Management
◦Team Collaboration
◦Search
◦Social Computing
◦Workflows
◦Business Intelligence
•SharePoint Versions
•The Training Scenario
Module 2 – Find Content
SharePoint provides the ability to store vast amounts of content in a variety of locations. This module covers a set of tools which help users efficiently locate the information they need.
•Navigation
•Search
•Search Index
•Refinements
•Best Bets
•Advanced Search
•People Search
Module 3 – Working with Lists
Lists serve as the structure for calendars, discussion boards, contacts, and tasks in SharePoint 2013. This module explains the concept of lists, and then reviews popular out-of-the-box options. The operative differences of each option are highlighted through Instructor-led demonstrations. Students learn effective ways to use and contribute to lists. Demonstrations of filters and views highlight usability and efficiency. The following topics are also covered:
•How to Add and Modify Content
•Overview of Default Lists and List Templates
•Add, Modify, and Delete Content in SharePoint 2013 Lists
•Sort and Filter Content
•Advanced List Features
•Use Default and Custom Views
•Connect a List to Microsoft Outlook
Module 4 – Working with Libraries
A document library is a location on a site where you can create, collect, update, and share files with other people. This module explains the benefits of using a library and teaches the student how best to work with documents in a library. Also discussed are how collaborators can use various document management features such as Document ID’s, Document Sets and the Content Organizer. The following topics are covered:
•Introduction to document libraries
•Upload, Create and Delete Documents
•Working with folders
•Working with documents in a library
•Working with document properties
•Document Management Features
◦Document IDs
◦Document Sets
◦The Content Organizer
•Using document workflows
Module 5 – Working with Publishing Features
SharePoint 2013 has a wide array or rich Web Content Management features that can be utilised to support an internet facing site. This module provides delegates with a basic understanding of the options available in a publishing site and the advantages these can bring to successfully managing a public site or intranet portal.
•Introducing the Publishing Site
•Site Collection Images
•Reusable Content
•Working with Publishing Pages
•Using Page and Site Templates
Module 6 – Office integration Features
To take full advantage of many features which SharePoint 2013 has to offer, we need to understand SharePoint's relationship with other Microsoft Office applications. This module provides an essential overview of the Microsoft products which are most commonly used in conjunction with SharePoint 2013 and discusses at an overview level the advantages of each program when combined with SharePoint, including:
•Access 2013
•Excel 2013
•PowerPoint 2013
•InfoPath 2013
•Outlook 2013
•SharePoint Designer 2013
•SkyDrive Pro
Module 7 – Leveraging Social Content in the Business
This module covers a selection of topics on the various social networking facilities that are available in SharePoint 2013. These features are a new way for SharePoint users collaborate and the successful promotion of these social networking features can really boost business performance. The following topics are covered in this module:
•Introduction Social Networking
•My Sites
•The Organisational Chart
•The News Feed
•Tags & Notes
Module 8 – Site Owner Responsibilities
Site owners are trusted with functionality that would normally be available to developers. As a responsible site owner it is integral to know what your responsibilities are and what are the best practices. This module leads the site management course by discussing the delegates role in creating sites, reasons for creating sites and the importance of securing the site before adding content. The following topics are covered:
•Responsibilities of a Site Owner
•Reasons for Creating a Site
•When to Secure a Site
•Site Content Ownership
Module 9 – Creating and Managing Sites
Fundamentally, site collections are composed of sites and different types of pages. In this module students will create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:
•Introduction to Site Topology
•When to create a site and where?
•How to Create a new Site
•Site Templates
◦Meeting Workspaces
◦Blogs
•Site Settings
•Deleting Sites
Module 10 – Permissions and Security
Security is an important element of any site collection. This module includes Instructor-led demonstrations of default groups. Thorough coverage of the use, creation, and application of custom permission levels provide students with comprehensive knowledge about the creation and management of sites. We also focus on security management best practices. The following lessons are covered:
•Introduction to Security in SharePoint 2013
•Permissions, Permission Levels and SharePoint Groups
•Manage User Access to SharePoint Site
•Manage SharePoint Groups and Users
•Breaking Permissions Inheritance within the Site
•SharePoint Security Best Practices
Module 11 – Adding and Configuring Apps
Maintenance and use of lists apps and library apps are one of the site owner’s primary responsibilities. Well-constructed lists and libraries save users time and frustration, which translates to an effective gain for organisations. This module covers elements such as views, columns and managed metadata which are fundamental to this construction. Versioning and other library settings which can serve to enhance a list or library are also taught in this module. An introduction to on premise and SharePoint Marketplace apps is also included in this module. The following lessons are covered:
•Using list and library apps
•Managing list & library properties
•Creating list templates
•Creating & managing columns
•Site columns
•Creating & managing views
•Managed metadata
•Configuring advanced list & library settings
•On premise apps
•SharePoint Marketplace apps
Module 12 – Adding & Managing Workflows
Workflows are a powerful efficiency tool which can be used to organise and track process driven tasks. In this course, application and customisation of these workflows is demonstrated using real world examples, as well as investigating how Visio and SharePoint Designer can be used to enhance the experience. Students are given the opportunity to build workflows and track workflow tasks. The following lessons are covered:
•Introduction to workflows
•Workflow scenarios
•Creating workflows
•Configuring workflow settings
•Deploying workflows
•Creating workflows from MS Visio 2013
•Extending workflows with MS SharePoint Designer 2013
Module 13 – Creating & Managing Content Types
Configuration of Content Types allows Site Collection Administrators and Site Owners to group attributes such as metadata, workflows and document templates into functional components. These Content Types can be managed in a dedicated site collection so that they can be shared across the entire SharePoint farm. This functionality allows for an enhanced user experience and reduced administrative overhead. The following lessons are also covered:
•Introduction to content types
•Creating & managing site content types
•Content type settings
•Document Sets
•The Content Type Hub
•Deploying content types
Module 14 – Document Lifecycle Management
SharePoint supports an array of features to support the process of controlling the governance of documents in a business. This module will introduce delegates to the records center, information management policy settings and how to use workflows and the content organizer to manage document lifecycles. The following lessons are covered:
•An introduction to governance
•Information management policy settings
•Disposition workflows
•The records center
•The content organizer
Module 15 – Site Customisation
Fundamentally, site collections are composed of sites, basic pages, and Web Part pages. In this module students will create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:
•Adding Pages to your SharePoint Site
•Adding and Modifying Web Parts
•Deleting Pages
•Look and Feel Settings
•Modifying Navigational Components
•Creating Site Templates
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