SharePoint Site Owner and Power User Boot Camp

Module 1: 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

Module 2: The Five Pillars of SharePoint – Breaking down what SharePoint can do for you
· Share
· Organize
· Discover
· Build
· Manage

Module 3: SharePoint Architecture for the Users
· Web Application
· Site Collection
· Sites with common tools and features
· Top Level Site
· Site
· Site Components
· Child Sites
· Lists
· Libraries
· Pages
· Look and Feel
· Navigation

Module 4: 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 Actions)
· Site Contents
· Recycle Bin
· Site Content Area
· Understanding URL’s and how to use them to Navigate
· IE Favorites
· Newsfeed
· List and Library Examples

Module 5: 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 and Navigation
· Default layout based on template selection
· Editing Navigation: Top Link bar and Quick Launch
· Site Settings
· Tree View

LAB 1: Creating a Site Structure - Training Center Example
· Create 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 6: SharePoint Lists
· What are Lists
· Using Lists to manage business processes
· List Architecture
· Content Types - Items
· Metadata
· Importance of Metadata – Never too much!
· Columns/Fields 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 Tasks 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 List
· Create View
· Test View

LAB 2: Working with Lists in the SharePoint Training Site
· Create Lists in the SharePoint Training Site
· “Training” Tasks
· “Training” Calendar
· “Instructor Availability” Calendar
· Custom “Classes” List

Module 7: 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/Fields 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 Document
· Windows Explorer
· Drag-and-Drop
· Adding content to a document library with required metadata
· New Document
· Saving documents from Office
· Upload Document
· 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 3: 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 8: Access Control – Permissions Management
· Overview of Permissions and Security
· Groups
· Default Groups
· Creating Groups and managing group membership
· Users
· Active Directory Integration
· Using Security Groups for SharePoint access control
· Permission Levels
· Roles-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 4: 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 9: Enterprise Content Management
· Importance of ECM
· Content Types
· Site Columns
· Content Types
· Managed Metadata
· Document Sets

LAB 5: Working with Content Types
· Creating Site Columns
· Creating Content Types
· Using Managed Metadata
· Creating Document Sets

Module 10: SharePoint and Office Integration
· Connecting and Syncing Lists and Libraries to Outlook
· Project Pro Integration
· Exporting data to Excel
· Site Mailboxes

LAB 6: 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 11: Business Process Automation using Workflow
· OOTB Workflow
· Workflow Settings
· Workflow administration
· Custom using SharePoint Designer

LAB 7: Using Workflow
· Creating an Approval Workflow
· Creating a Three-State Workflow
· Creating a Custom Workflow to manage documents

Module 12: Focus on Collaboration Tools to drive engagement
· Surveys
· Wiki
· Blog
· Newsfeed
· About Me
· Communities

LAB 8: 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 13: Designing a SharePoint site to drive collaboration
· Pages
· Page Types
· Choosing the right page type
· Creating Pages
· Web parts
· What are web parts
· Using the common web parts
· Web part properties
· Page Design
· Creating pages
· Page layout
· Placing components on your page

LAB 9: 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