SharePoint 2013 Boot Camp SP30; 4 days, Instructor-led

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1 SharePoint 2013 Boot Camp SP30; 4 days, Instructor-led Course Description This 4-day SharePoint 2013 Boot Camp is the most comprehensive SharePoint User training course available. Users that have basic knowledge of navigating a SharePoint site will find this class the perfect class for learning and building on advanced SharePoint topics required by teams that want to get the full benefit of the powerful tools available in SharePoint Students also leave class as a certified SharePoint User. During this course students learn what SharePoint is, how companies are using SharePoint, the business value of SharePoint, and a full understanding of using a SharePoint Site to realize the full scope of SharePoint tools to improve how the business communicates. Students walk away knowing how to use the out-of-the-box (OOTB) Apps in SharePoint 2013, including Lists, Libraries and advanced features available for information classification and management. The detailed explanation and hands-on labs for Lists and Libraries teaches students how to build, navigate and work with data to store and collaborate on documents. Audience Profile Basic computer knowledge and skill is required for this class. The student should already be familiar with basic SharePoint navigation and should have a good introduction to the basics of SharePoint as this class is a deep-dive into more advanced SharePoint topics and management methodology. The perfect pre-requisite for this class is the Introduction to SharePoint 2013 for End Users. The target audience for this class is users tasked with driving SharePoint from the day-to-day creation and management of information to driving user adoption and engagement. (This class is not for the Farm Administrator or SQL DBA roles). Specific roles and functions for this course include: End User Site Owner Content Editor Information Manager Site Administrator Site Collection Administrator Project Manager Team Supervisor Librarian Any other users within the SharePoint ecosystem Course Completion By the end of the course, students will have an advanced understanding of SharePoint 2013 features and will learn to build a SharePoint Site that delivers valuable and tailored content for their team, driving

2 engagement. They will wrap up the course with an Insights introduction with Business Intelligence tools before they take the SharePoint User Assessment. Learn What SharePoint is and how businesses are improving productivity and information management with SharePoint 2013 Understand the basics of Planning, Governance, and Adoption Realize the value of SharePoint to your business and how it is tied to Corporate Vision Get a comprehensive introduction to the SharePoint 2013 interface as well as its new features Understand the SharePoint architecture and hierarchy and how to use these to build powerful SharePoint Team Sites Learn how Lists and Libraries are used to track business process data and how to build these to support management of business processes Fully understand Enterprise Content Management and how to use SharePoint to guarantee your corporate information is useable and findable Understand the social features for tracking data and making data more discoverable as well as how to drive team engagement with the new Communities feature Learn how to use the out-of-the-box (OOTB) Workflow system to automate business processes as well as how to use SharePoint Designer to start building custom workflows Derive business Insights from using the Business Intelligence tools Prerequisites System administration experience on Microsoft Windows or Linux operating systems Understanding of concepts presented in the VMware Data Center Virtualization Fundamentals course for VCA-DCV certification Course Outline Introduction to SharePoint 2013 a. 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 b. The Five Pillars of SharePoint Breaking down what SharePoint can do for you Share Organize Discover Build Manage Introduction to SharePoint Governance a. What is Governance? It s not just a document you have on file! b. Considerations for building the Governance model c. Understanding what needs to be on the Checklist d. Assembling the Governance Team

3 e. Asking the right questions f. Knowing what Principles and Policies need to be addressed Components of the Checklist g. Maintaining and supporting your SharePoint Governance Deployment and Adoption a. SharePoint as an Organization-Wide Commitment b. SharePoint Roles c. People don t like Change! Helping teams realize the value of SharePoint d. Starting Small and Growing e. Best practices for SharePoint Rollout to drive User Adoption f. Tools to help you What s New in SharePoint 2013 for End Users, Site Owners, Site Collection Administrators and Content Managers to drive Team Collaboration and facilitate information management? a. User Interface (UI) b. Social Features c. Communities d. Sharing info and offline availability e. Interacting with Lists and Libraries SharePoint Versions and Hosting Options a. Foundation b. Standard c. Enterprise d. On Premise vs Cloud e. Offered Feature Comparison Chart SharePoint Architecture for the Users a. Web Application b. Site Collection Sites with common tools and features Top Level Site c. Site d. Site Components Child Sites Lists Libraries Pages Look and Feel Navigation Navigating SharePoint Sites a. Tour of a Project Site b. Site Components Suite Bar Top Link Navigation

4 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 Working with Sites a. Definition of a Site Why do we create new Sites? b. Site Components revisited c. Site Templates explained d. Site Settings and Features e. 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 SharePoint Lists a. What are Lists? b. Using Lists to manage business processes c. List Architecture Content Types - Items Metadata Importance of Metadata Never too much! Columns/Fields Types Views d. Available List Apps e. Creating Apps using List templates Creating common Lists from templates Building a Custom List Importing from Excel

5 f. Exploring the List toolbars g. Working with List data Creating, Modifying and Deleting Items Using the different View Formats for working with items h. Using basic reporting functions: sort and filter i. Working with the Tasks List App Parent/Child Tasks Using the Timeline Using the different Views j. Advanced List Topics Validating a List Column Advanced Settings Deleting Lists Saving as a Template Enterprise Keywords Using Alerts k. Working with Views Exploring existing Views Creating a new View l. 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 and Creating Lists in the SharePoint Training Site Training" Tasks Training" Calendar Instructor Availability" Calendar Custom Classes" List SharePoint Libraries a. What are Libraries? b. Using Libraries to manage document information lifecycle in the Enterprise c. Library Architecture Content Types Documents Metadata Importance of Metadata Folders vs Metadata Columns/Fields Types Views d. Available Library Apps

6 e. Creating Apps using Library templates Creating a Document Library Creating a Picture Library f. Exploring the Library toolbars g. 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 h. Document control using Check In/Check Out i. Using basic reporting functions: sort and filter j. Using Version Control Major Versions Major and Minor Versions Content Approval k. Advanced Library Topics Validating a List Column Advanced Settings Deleting a Library Saving as a Template (with content) l. Working with Views a. Exploring existing Views b. Creating a new View m. 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 and 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

7 Create a Picture Library Upload pictures and work with formats Access Control Permissions Management a. Overview of Permissions and Security b. Groups Default Groups Creating Groups and managing group membership c. Users Active Directory Integration Using Security Groups for SharePoint access control d. Permission Levels e. Roles-based Management Groups represent Roles Groups are assigned Permission Levels f. Where Permissions are set Site, Lists and Items, Libraries and Documents g. Inheritance h. Using Sharing" to share information i. Access Requests j. 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 Working with Permission Levels Enterprise Content Management a. Importance of ECM b. Content Types Site Columns Content Types c. Managed Metadata d. Document Sets LAB 5: Working with Content Types Creating Site Columns Creating Content Types Using Managed Metadata Creating Document Sets SharePoint 2013 and Office Integration a. Connecting and Syncing Lists and Libraries to Outlook b. Project Pro Integration c. Exporting data to Excel

8 d. 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 Business Process Automation using Workflow a. OOTB Workflow b. Workflow Settings c. Workflow administration d. Custom using SharePoint Designer LAB 7: Using Workflow Creating an Approval Workflow Creating a Three-State Workflow Creating a Custom Workflow to manage documents Focus on Collaboration Tools to drive engagement a. Surveys b. Wiki c. Blog d. Newsfeed e. About Me f. 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 Designing a SharePoint site to drive collaboration a. Pages Page Types Choosing the right page type Creating Pages b. Web parts What are web parts Using the common web parts Web part properties c. Page Design

9 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 Introduction to Business Intelligence d. What is Business Intelligence? e. Excel Services f. Visio Services LAB 10: Using basic BI Features Work with Excel Services to expose Excel KPI in a Site Work with Visio Services to expose Visio Diagram in a Site Practical Exercise a. Designing a Site and its artifacts from business requirements detailing a real-world problem Classroom Q&A Prep for the Assessment Assessment, Survey and Certificate

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