About this Course

This three day class is designed for information workers or power users who serve as SharePoint Site Owners or Site Collection Administrators. Students should take this course if they need to know how to manage the team collaboration, document management and social features of Microsoft SharePoint 2013. This class is an excellent prerequisite for IT Professionals who work as SharePoint Server Administrators attending 20331: Core Solutions of Microsoft SharePoint Server 2013.  This class can be delivered using Site Collections on an in-house server, virtual machines or Office 365.

Audience Profile

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

Module 2: The Roles in SharePoint

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
•   Social Features
•   SharePoint Administrative Roles
•   Site Owner
•   Site Collection Administrator
•   Server Administrator
•   SharePoint Administration Options by Role

Module 3: 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 4: SharePoint Libraries and Lists

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 5: Working with Lists and Libraries

This module covers the use of SharePoint lists and libraries.

Lessons

•   SharePoint Lists and List Features
•   Document Libraries
•   Libraries vs. Lists with Attachments
•   Adding Columns to Lists and Libraries
•   Column and Item Validation
•   Enterprise Metadata and Keywords Settings
•   Creating List and Library Views
•   Working with Office Web Apps
•   Organizing Content Using Folders and Metadata
•   Picture, Asset and Other Libraries
•   Working with the Recycle Bin
•   Configuring RSS Feeds
•   Configuring Incoming Email
•   About Tags and Notes and Ratings

Lab

•   SharePoint Lists and List Features
•   Document Libraries
•   Libraries vs. Lists with Attachments
•   Adding Columns to Lists and Libraries
•   Column and Item Validation
•   Enterprise Metadata and Keywords Settings
•   Creating List and Library Views
•   Working with Office Web Apps
•   Organizing Content Using Folders and Metadata
•   Picture, Asset and Other Libraries
•   Working with the Recycle Bin
•   Configuring RSS Feeds
•   Configuring Incoming Email
•   About Tags and Notes and Ratings

Lab

•   Customizing lists and libraries
•   Open, edit and manage documents in Microsoft Office applications and Office Web Apps.
•   Delete documents and recover them from the Recycle Bins.
•   Configure and work with document versioning.
•   Create metadata grouped views.
•   Create a custom Calendar view on a library.

After completing this module, students will be able to:

•   Create and customize lists and libraries.
•   Open and edit documents in Microsoft Office and with Office Web Apps.
•   Manage checked out documents.
•   Recover items from the Recycle Bin.
•   Work with document versioning.
•   Create views including metadata grouped views and calendar views

Module 6: Document Management

This module explorers the document management features of libraries.

Lessons

•   Information management Policy Settings
•   Auditing List and Document Activity
•   Working with Site Columns and Content Types
•   Built-in Content Types
•   Managing Business Content Using Content Types
•   Using Document Sets
•   Using the Content Organizer
•   An Overview of Records Management

Lab

•   Create a Content Type for Purchase Orders
•   Add Content Types to a library
•   Configure Document Sets
•   Editing and managing documents in a library

After completing this module, students will be able to:

•   Create retention and auditing policies for a list or content type.
•   Create and use Site Columns, Content Types and Document Sets.
•   Use the Versioning, Check Out/In and Content Approval features.]

Module 7: Site and Site Collection Features

This module covers the use of SharePoint Features to add and remove functionality.

Lessons

•   What is a Feature?
•   Activating and Deactivating Features
•   Commonly Used Features

Lab

•   Add a Site Notebook to a Team Site.

After completing this module, students will be able to:

•   Define the purpose of features.
•   Activate and deactivate features.

Module 8: Managing Sites and Pages

This module covers the creation and management of SharePoint sites and pages.

Lessons

•   Creating Subsites
•   Site Templates
•   Site Lifecycle and Site Deletion
•   Configuring the Look and Feel of a Site
•   Configuring Navigation Options
•   Language Settings
•   Adding and Managing Pages
•   Working with Web Part Pages
•   Frequently Used Web Parts

Lab

•   Create a Project Site.
•   Create a page about an event.
•   Create a web part page and work with web parts.

After completing this module, students will be able to:

•   Create subsites from templates.
•   Configure site navigation options.
•   Create and edit pages.
•   Create web part pages and manage web parts.

Module 9: SharePoint Workflows

This module provides an overview of the SharePoint 2013 workflow features.

Lessons

•   SharePoint Workflows
•   Out of the Box Workflow Demo

Lab

•   Configuring an Approval Workflow

After completing this module, students will be able to:

•   Identify the differences between Out of the Box, SharePoint Designer and Visual Studio workflows.
•   Configure and use the out of the box Approval workflow.

Module 10: Users, Groups and Permissions

This module covers the management of SharePoint users and user security.

Lessons

•   SharePoint Security Best Practices
•   Users and Groups
•   Adding users and Groups
•   Adding Site Collection Administrators
•   Permissions and Permission Levels
•   Creating Custom Permission Levels
•   Configuring List and Library Permissions
•   Working with Audiences and Content Filtering
•   Managing User Alerts

Lab

•   Add new users to a site
•   Create a permission level for Add, Edit, but not Delete
•   Create a new group for the site
•   Create a new group for granular permissions
•   Create a subsite with unique permissions
•   Set unique permissions on a library and a folder

After completing this module, students will be able to:

•   Manage SharePoint security using best practices.
•   Add new users and groups.
•   Create custom permission levels.
•   Work with Audiences.

Module 11: 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.