SharePoint 2013 Site Owner and Power User Boot Camp SP31; 3 Days, Instructor-led

Transcription

1 SharePoint 2013 Site Owner and Power User Boot Camp SP31; 3 Days, Instructor-led Course Description Users that have some 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 The class begins by teaching the student the first things they need to know about SharePoint. The student will 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 will walk away knowing how to use the out-of-the-box Apps in SharePoint 2013 including Lists and Libraries and the advanced features available for information classification and management. The importance of the social features for making data more findable will be explored. How search is affected by user interaction via Tagging and Following will be explained clearly to you. Students will learn how Search is used to find information. This class teaches a great deal of "What You Don't Know That You Don't Know". The class continues by discussing SharePoint architecture and design as it relates to the common user role. While the Farm Admin and SQL DBA understand the architecture at a much more complex level, it is still important for the user roles to understand the architecture in order to build and manage sites and the information contained within those sites. As part of SharePoint architecture, the student must also fully understand how Access Control works in SharePoint by learning how to manage Groups, Users, and Permission Levels as well as permission Inheritance. These topics are covered in detail with an emphasis on the new Sharing tools in SharePoint This class goes into detail on how to use the most common Lists and Libraries as well as how to build Lists and Libraries that are specific to how the business operates. Students will learn how to navigate a SharePoint site, how to work with data in Lists and how to use Libraries to store and collaborate on documents. As an organization creates new Lists to manage business processes, the student will be able to immediately use those new custom lists. Once a solid understanding of the basics is covered, more advanced topics addressed directly to those SharePoint user roles that own and manage the content will be covered. Because this course is a deep-dive into advanced concepts, the student will not only understand how to configure and build Lists and Libraries, but how to do so to address the bigger picture of being able to find valuable information across the enterprise. All topics in this class are covered from the viewpoint of those that want to fully realize the complex information management available within SharePoint. The class also includes content, lecture and lab exercises on Enterprise Content Management and the importance of "Putability and Findability". The old saying "garbage in garbage out" is still very applicable

2 to SharePoint data. The student will learn the importance of getting data into SharePoint so that it becomes findable through Search, Business Intelligence and Reporting. SharePoint 2013 is very tightly integrated with the Office Suite of products. Together the Office tools and SharePoint deliver the most comprehensive and productive collaboration tool for the enterprise on the market today. A deep discussion on how to integrate SharePoint data with the Office tools will help the student pull together all of the tools to deliver the Insights they need to make critical business decisions. A deep-dive and exciting journey into all of the often underused collaboration tools will be next. The class will cover all of the new enterprise social tools like the Newsfeed and Communities as well as some of the older tools like Surveys, Wikis, Blogs, and Discussions. Because most people don't understand that these tools are critical to making Search effective in SharePoint, the class will explain how all of these tools integrate and work together to delivery accurate and relevant search results. Once a student fully understands the basic and advanced features and tools they will finally learn how to build a SharePoint Site that delivers valuable and tailored content to the team. The student will learn how to create and manage site pages with relevant content that brings teams together and drives engagement. This class is one-of-a-kind for the SharePoint User community, which makes up about 95% of the SharePoint roles being played across corporations worldwide. Course Objectives 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 How to use the OOTB Workflows as well as how to build Custom Workflow using SharePoint Designer Audience The target audience for this class includes users tasked with driving SharePoint from the day-to-day creation and management of information to driving user adoption and engagement. The audience for this class would be the following SharePoint roles: Site Owner Content Editor Information Manager

3 Site Administrator, Site Collection Administrator Project Manager Team Supervisor Librarian Any End User who needs a deeper dive into SharePoint 2013 Course Outline Introduction to SharePoint 2013 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 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 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

4 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 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: 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 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

5 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 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

6 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: 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

7 Upload pictures and work with formats 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: 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 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 SharePoint 2013 and Office Integration Connecting and Syncing Lists and Libraries to Outlook Project Pro Integration Exporting data to Excel

8 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 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 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 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

9 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