Course Code NCS2013: SharePoint 2013 No-code Solutions for Office 365 and On-premises

Transcription

1 4 DAYS SHAREPOINT FOR THE POWER USER AND SOLUTIONS BUILDER Course Code NCS: SharePoint No-code Solutions for Office 365 and On-premises AUDIENCE FORMAT COURSE DESCRIPTION Power Users Instructor led training with hands-on labs This 4-day course will teach you how to build powerful SharePoint business solutions without having to engage in any custom development. You will be amazed exactly how far you can take things with SharePoint just using the out-of-the-box features and functionality. This course has been specifically designed for business users using SharePoint in either the Office 365 environment or in an on-premises environment. You will complete all lab exercises for this course using the browser and SharePoint Designer. The first day of the course introduces you to new features and gets you up to speed on the new app-centric user interface of SharePoint Server. You will learn how to customize lists and documents libraries by creating and adding site columns and contents types. You will also learn how to change the appearance of a SharePoint site using the new Composed Looks feature and you will also see what's involved with branding all the pages in a SharePoint site collection using a custom master page. This course will teach you how to use InfoPath to customize the forms behind a SharePoint list and to publish a custom InfoPath form to Forms library in a SharePoint site. You will learn about changes to the workflow architecture in SharePoint and discover a new sense of power when creating custom workflows in SharePoint Designer. You will also learn about the backward compatibility support integrating new SharePoint workflows together with existing workflow which have been migrated from SharePoint STUDENT PREREQUISITES This course spends time teaching you how to configure and build business solutions on top of the essential service applications that are included with SharePoint Server such Business Data Connectivity Services (BCS), the Managed Metadata Service, the User Profile Service, the SharePoint Search Service and Excel Services. You will additionally learn what's new in Web Content Management (WCM) and publishing sites in SharePoint such as cross-site publishing and the new branding tool known as Design Manager. The course concludes with an examination of the techniques and strategies used to build reporting solutions with SharePoint. You will learn how to how to leverage the integration between SQL Server Reporting Services (SSRS) and SharePoint which make it possible to create and deploy reports in SharePoint sites using the Report Builder utility. Attendees should have a solid technical background and comfort level working with complex systems. Prior SharePoint experience is highly recommended. Course Modules 1. Getting Started with SharePoint 2. Site Customization in SharePoint 3. Site Customization using SharePoint Designer 4. Creating Custom Forms using InfoPath 5. Workflow in SharePoint 6. Business Connectivity Services 7. Working with ECM and Managed Metadata 8. Working with User Profiles and MySites 9. The SharePoint Search Service 10. Publishing Sites in SharePoint 11. Using Excel Services in SharePoint 12. Reporting in SharePoint Server Info@CriticalPathTraining.com

2 MODULE 01: Getting Started with SharePoint This module explains the new features and architectural changes that have been introduced to the platform with SharePoint. You will learn about the difference between using SharePoint in an Office 365 environment versus using SharePoint in an on-premises environment. The module also explains why building business solutions with a no-code approach works equally well across both environments. The module concludes with an exploration of the new SharePoint team site and demonstrates new ways in which to change a site's appearance. SharePoint Overview Office 365 versus SharePoint On-premises Strategies for Building No Code Solutions Working with Team Sites in SharePoint Working with Composed Looks Hands-on Lab: Getting Started with Team Sites in SharePoint Exercise 1: Create a new Team Site in Central Administration Exercise 2: Learn to get around in the new App-Centric user interface Exercise 3: Working with Lists and Items in SharePoint Exercise 4: Customize site appearance using Composed Looks MODULE 02: Site Customization in SharePoint This module focuses on site customization that can be accomplished in SharePoint using the browser. You will learn how to use the new SharePoint user interface to configure important site settings and to create essential site elements such as pages, lists, document libraries and child sites. You will also learn how to customize lists and document libraries by creating and managing custom site columns and content types. The module concludes with an in-depth look building solutions to manage large numbers of documents through the use of document sets. Creating and Managing Apps Working with Site Columns and Content Types Customizing Lists and Views Working with Documents and Document Sets Hands-on Lab: Customizing a SharePoint Site using the Browser Exercise 1: Create and manage Apps Exercise 2: Import content to create a new list Exercise 3: Customize a list using site columns and content types Exercise 4: Create a document library which supports document sets MODULE 03: Site Customization using SharePoint Designer The module begins with a high-level introduction to SharePoint Designer and discusses how you will use this tool to customize sites, create custom workflows and connect to external data sources. You will also see how easy SharePoint Designer makes things when you need to customize a site by creating new list and pages and customizing their appearance using CSS and custom rendering. You will also be shown an approach for branding SharePoint sites using a custom master page. SharePoint Designer Overview Creating and Managing Site Elements Creating and Editing site Pages Working with Custom Master Pages Hands-on Lab: Customizing a SharePoint Site using SharePoint Designer Exercise 1: Get Started with SharePoint Designer Exercise 2: Create and Customize Lists Exercise 3: Add Content by Creating Site Pages Exercise 4: Work with a Custom Master Page Exercise 5: Add Custom JavaScript Code To Your Pages

3 MODULE 04: Creating Custom Forms using InfoPath This module focuses on InfoPath and its integration with SharePoint. You will learn how InfoPath can be used to replace the standard edit form for a SharePoint list with a custom InfoPath form designed to improve the user experience. You will also learn about the possibilities and techniques for creating custom InfoPath forms based on hierarchical data which can be published to a site in SharePoint using a Forms library. InfoPath Overview Creating InfoPath Forms Understanding Rules and Controls Using Secondary Connections Publishing InfoPath Forms to a Forms Library Uploading a Reusable Info Form Hands-on Lab: Creating and Deploying InfoPath Forms Exercise 1: Create a New InfoPath Form Exercise 2: Customize an InfoPath Form with Secondary Connections Exercise 3: Publish an InfoPath Form using a SharePoint Forms Library Exercise 4: Uploading a Reusable InfoPath Form MODULE 05: Workflow in SharePoint The module begins by explaining the drastic differences between the new SharePoint workflow architecture compared to what existed in SharePoint The good news is that all these underlying changes to the workflow architecture have also brought about dramatic improvements to the design process of creating custom workflows in SharePoint Designer. You will learn about the new support for stages, looping, assigning tasks and calling to web services across the network. The module will also explain the backwards compatibility support which allows you to integrate new SharePoint workflows together with older custom workflows which have been migrated from SharePoint SharePoint 2010 Workflow Architecture SharePoint Workflow Architecture Advantages to using SharePoint Workflows Creating Workflows with SharePoint Designer Deploying and Reusing Custom Workflow Logic Hands-on Lab: Creating Workflows in SharePoint Exercise 1: Create a Custom SharePoint 2010 Workflow Exercise 2: Create a Custom SharePoint Workflow Exercise 3: Adding Looping Logic to a SharePoint Workflow Exercise 4: Calling Across the Network from a SharePoint Workflow Exercise 5: Creating and Deploying Reusable Workfloww MODULE 06: Business Connectivity Services In this module you will learn about the architecture of Business Data Connectivity Services (BCS) which allows you to configure read/write connections to backend data sources such as SQL Server databases and line of business systems (e.g. SAP, PeopleSoft). You will learn how to create external content types using SharePoint Designer. You will also learn several different ways to surface backend data from an external content type using external lists, the Business Data Web Parts and external data columns. The module also discusses the new BCS support for creating external content types based on external data sources that expose their data using the OData protocol. BCS Architecture Creating External Content Types Working with External Content Types Connecting to OData Data Sources Hands-on Lab: Working with External Data using Business Connectivity Services Exercise 1: Create an External Content Type Exercise 2: Create an External List from an External Content Type Exercise 3: Use the Business Data Web Parts to Display External Content Types Exercise 4: Add a Business Data column to a document library

4 MODULE 07: Working with ECM and Managed Metadata This module introduces the Enterprise Content Management (ECM) features in SharePoint which are all built on top of the Managed Metadata Service. You will learn how to create hierarchical term sets (aka taxonomies) using the Metadata Manager. You will additionally learn how to configure lists and document libraries with Managed Metadata columns so that users can use the metadata from a term set to tag items and documents. The module will discuss how to create a master set of site columns and content types which can be synchronized across site collections using the content type syndication feature. This module also covers other essential topics related to records management and ediscovery. As you will see, Microsoft has invested a considerable amount of effort into the new ediscovery features in SharePoint which makes it possible to find and perform common operations on large sets of documents and content such as exporting or printing. Managed Metadata Service Creating Term Sets with Managed Metadata Configuring Content Types Syndication Records Management in SharePoint ediscovery Center Hands-on Lab: Working with the Managed Metadata Service Exercise 1: Create New Term Sets using the Metadata Manager Exercise 2: Create a Document Library with Managed Metadata Columns Exercise 3: Configure Content Type Syndication Exercise 4: Create and Configure an ediscovery Site MODULE 08: Working with User Profiles and MySites This module introduces the social networking features in SharePoint and explains how these features are built on top of the User Profile Service. You will learn how to extend user profiles by adding custom properties. You will also see how custom properties can be used to configure the audience targeting feature to personalize page views. The module also takes an in-depth look at the new structure of the MySite in SharePoint and explains how to use new social networking features for sharing documents as well as following the activities of people, sites, documents and conversations. Understanding the User Profile Service Extending User Profiles with Custom Properties Exploring the SharePoint MySites Sharing Documents and Content Following People, Sites and Documents Hands-on Lab: Working with User Profiles and MySites Exercise 1: Configure the User Profile Service Exercise 2: Extend User Profiles with Custom Properties Exercise 3: Personalize Page Views using Audience Targeting Exercise 4: Explore the SharePoint MySite Exercise 5: Sharing Documents and Content Exercise 6: Following People, Sites and Documents MODULE 09: The SharePoint Search Service This module explains how Microsoft combined SharePoint Search from SharePoint 2010 together with FAST Search to create a single, unified search platform with the new Search Service in SharePoint. The module provides an in-depth examination of the new search platform s architecture and its content processing pipeline. You will learn the fundamentals of configuring the Search Service including creating content sources and running crawls. The module also explains how to use advanced Keyword Query Language (KQL) syntax to execute queries based on managed properties. You will learn how to extend the search schema of the Search Service to promote custom sites columns used in lists and libraries to be managed properties so they can be used to execute KQL queries and to configure the refinement panel on a search results page. You will also learn how to leverage new features in the SharePoint search service such as result sources, query rules and result types. SharePoint Search Architecture Configuring the Search Service Executing Queries using KQL Understanding Result Sources and Result Types Creating Custom Query Rules and Result Types Hands-on Lab: Creating Custom Solutions using the SharePoint Search Service Exercise 1: Configure the SharePoint Search Service Exercise 2: Execute Queries using Managed Properties Exercise 3: Customize the Refinement Panel Exercise 4: Create Custom Query Rules Exercise 5: Define a Custom Search Result

5 MODULE 10: Publishing Sites in SharePoint This module introduces the Web Content Management (WCM) architecture of SharePoint and explains how all the WCM features are made available through the use of publishing sites. You will learn how to create and add pages to a publishing site that uses the new metadata-driven navigation scheme. You will also learn the fundamentals of managing content in a publishing site in terms of content pages, topic pages and page layouts. You will learn how to take advantage of new publishing features in SharePoint such as using Design Manager to import a new look and feel as well as working with channels, renditions, cross-site publishing and the Content by Search web part. Publishing Sites in SharePoint 2010 Understanding Metadata-driven Navigation Topic Pages, Content Pages and Page Layouts Creating a Custom Brand with Designer Manager Cross-site Publishing using a Product Catalog Understanding Channels and Renditions Hands-on Lab: Working with a SharePoint Publishing Portal Exercise 1: Create a new Publishing Portal using Central Administration Exercise 2: Add Pages and Configure Metadata-driven Navigation Exercise 3: Use Design Manager to Integrate a new Look and Feel Exercise 4: Create a Custom Page Layouts Exercise 5: Configuring Cross-site Publishing MODULE 11: Using Excel Services in SharePoint This module examines the architecture of Excel Services and teaches you how to use Microsoft Excel to publish Excel workbooks which are accessible to users through the browser. You will also learn about the benefits and techniques involved with finer-grained publishing of Excel items such as worksheets, charts and tables. This module will teach you how to publish Excel workbooks with Pivot Charts and Pivot reports which rely on serverside connections to external data sources such cubes in SQL Server Analysis Services (SSAS). You will also learn how to take advantage of the new features in SharePoint that allow you to publish a workbook with an Excel table that is exposed as an OData data source. Excel Services Architecture Publishing Workbooks Publishing Charts and Tables Exposing Excel Tables as OData Data Sources Creating Pivot Charts and Pivot Reports Hands-on Lab: Working with Excel Services Exercise 1: Publish an Excel Workbook using Excel Services Exercise 2: Publish a Chart and an Excel table as Individual Items Exercise 3: Expose an Excel Table as an OData Data Source Exercise 4: Create an Excel Pivot Chart by Connecting to a Table in SQL Server MODULE 12: Reporting in SharePoint Server Reporting has as often been an overlooked aspect of the SharePoint platform. This module begins with an overview of the different options you can use to build a custom reporting solution in the SharePoint environment. The module then focuses on leveraging the enhanced integration between SQL Server Reporting Services (SSRS) and SharePoint to create a strategy for building custom reports that are made available to users through a SharePoint site. You will learn how to use the Report Builder utility to create connections to data and to design professional-looking reports using content in SharePoint sites as well as external content in a SQL Server database. SharePoint Reporting Overview Understanding SQL Server Reporting Services Creating SSRS Reports using Report Builder Configuring SSRS Connections Publishing SSS Reports to a Dashboard Hands-on Lab: Creating SharePoint Reports using SQL Server Reporting Services Exercise 1: Configure SQL Server Reporting Services Exercise 2: Create a new Report on a SharePoint List using Report Builder Exercise 3: Create a new Report on a SQL Server table using Report Builder Exercise 4: Create a an Aggregate Report