TMNA CTS Training Portal

Introduction to SharePoint for Collaboration and Document Management (55029)

Request a Quote for this class

About this Course

This 1/2 to full day instructor-led class is designed for SharePoint team members who need to know how to use the team collaboration, document management and social features of Microsoft SharePoint 2013. This class can be delivered using a Site Collection on an in-house server, virtual machines or Office 365.

Audience Profile

  • SharePoint end users
  •   SharePoint Site Owners and Power Users who will be attending a SharePoint 2013 Site Owner class
  •   SharePoint administrators and developers

At Course Completion

After completing this course, students will be able to:

  •   Navigate SharePoint sites.
  •   Manage content in lists and libraries.
  •   Create and edit Alerts.
  •   Collaborate using Tasks lists and Discussion Boards.
  •   Work with libraries, including upload, download, editing, check out/in and versioning.
  •   Use the SharePoint social features.

Prerequisites

Before attending this course, students must:

  •   Have basic Microsoft Office skills.

Course Outline

Module 1: SharePoint Overview

This module provides an introduction to the topics covered in the class, introduces SharePoint terminology and gets a start in navigation.

Lessons

What is SharePoint?

  •   Team Collaboration
  •   Document Management
  •   Web Sites
  •   Social Features

Getting Started

  •   Logging on
  •   SharePoint Navigation and Sites
  •   Following and returning to Sites
  •   Setting your Regional Settings

SharePoint Security

Lab

  •   Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  •   Use a browser to navigate to a SharePoint site, and logon if needed.
  •   Navigate a site using the Ribbon, Quick Launch, Top Link bar, Suite bar and Search.
  •   Set personal Regional Settings.

Module 2: Accessing SharePoint

This module covers the logging onto SharePoint and SharePoint site navigation.

Lessons

  •   Logging onto SharePoint
  •   SharePoint Navigation: The Suite Bar
  •   SharePoint Navigation: The SharePoint Screen
  •   SharePoint Navigation: The Title area crumb trail
  •   SharePoint Navigation: Following and returning to sites
  •   SharePoint Navigation: The SharePoint Ribbons
  •   SharePoint Navigation: Quick Launch and Web Parts
  •   Regional Settings

Lab:

  •   Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  •   Log into SharePoint and Office 365.
  •   Navigate SharePoint Pages
  •   Follow and return to sites

Module 3: SharePoint Libraries

This module covers the use of SharePoint libraries and document management.

Lessons

  •  Document Libraries
  •   Ribbon options and the “Open Menu” link (…)
  • Accessing Documents
  •   Office Web Apps
  •   Checking Out Documents
  •   Deleting Documents and the Recycle Bin
  •   Creating and Managing Alerts
  •   Uploading Documents
  •   Blocked File Types
  •   Creating Folders
  •   Creating New Documents
  •   Versioning
  •   List and Library Views
  •   Asset and Picture Libraries

Lab:

  •   Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  •   Navigate library pages and web parts.
  •   Navigate a library using the Ribbon, document dropdown menus and the Crumb Trail.
  •   Open and edit documents in Word and other applications.
  •   Open and edit documents using Office Web Apps.
  •   Check out and check in documents using browser and Office features.
  •   Delete documents and recover them from the Recycle Bin.
  •   Upload a single file, multiple files and use Windows Explorer view.
  •   Understand that certain file types are blocked and cannot be uploaded.
  •   Work with folders.
  •   Create new documents from within SharePoint.
  •   Work with document versioning.
  •   Display libraries using views.

Module 4: SharePoint Search

This module covers the SharePoint 2013 search features.

Lessons

  •   Searching SharePoint
  •   What is searchable
  •   Search results and refiners
  •   Search Tips and Tricks

Lab:

  •   Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  •   Search for content.
  •   Search for people.
  •   Refine their searches.

Module 5: Using SharePoint Task Lists

This module covers the SharePoint 2013 social features.

Lessons

  •   Using Task Lists to manage team tasks
  •   Adding and Updating Tasks
  •   Using Task Views
  •   Synchronizing Task Lists with Outlook

Lab:

  •   Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  •   Create, edit and update tasks and other SharePoint lists.
  •   Work with list views.
  •   Synchronize Task Lists with Outlook.

Module 6: Working with Calendars

This module covers the SharePoint 2013 Calendars and calendar views.

Lessons

  •   Using SharePoint Calendars
  •   Calendar Navigation and Views
  •   Adding Calendar Events
  •   Dealing with long lists of events
  •   Synchronizing SharePoint Calendars with Outlook

Lab:

  •   Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  •   Create, edit and update events.
  •   Work with calendar views.
  •   Synchronize SharePoint Calendars with Outlook.

Module 7: SharePoint Wikis

This module covers working with SharePoint 2013 Wikis.

Lessons

  •   Uses of a Wiki
  •   Editing Wiki Articles
  •   Working with Wiki Version Tracking
  •   Wiki Views

Lab:

  •   Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  •   Use Wikis as FAQ lists, self-service help sites, and knowledgebases.
  •   Create, edit and update Wiki articles.
  •   Work with Wiki views.

Module 8: Discussion Boards

This module covers working with SharePoint 2013 Discussion Boards.

Lessons

  •   SharePoint Discussion Boards
  •   Reading, creating and responding to discussions

Lab:

  •   Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  •   Read and explore Discussion Boards.
  •   Create and reply to discussions.

Module 9: SharePoint Social Features

This module introduces the SharePoint 2013 social features.

Lessons

  •   What are “Social Features”?
  • Interacting with People
  •   About Me and Updating Your Profile
  •   Your Newsfeed
  •   Micro-blogging
  •   Tagging and Rating Documents
  •   Blogs

Lab:

  •   Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  •   Update their user profile.
  •   Follow sites, content and people.
  •   Add folksonomy to content using tags and ratings.
  •   Use the Newsfeed features to micro-blogging and follow coworkers.