Overview
This course incorporates all of the modules from our SharePoint
2013 Collaboration for End Users and SharePoint 2013 Site
Management for End Users classes
- which are also available as individual 2-day classes - and is designed to
provide attendees with all of the knowledge required in order for them to
confidently create, manage and use all aspects of their SharePoint 2013 sites.
Prerequisites
This course is aimed at delegates that have had no previous
exposure to SharePoint 2013 or delegates that are very new to SharePoint 2013.
No previous experience is necessary.
Module 1: Introduction to SharePoint 2013
This module highlights the uses and benefits of SharePoint
2013. Using SharePoint 2013 as a central repository; managing web content; for
team collaboration; expansive searching; social networking; automation; and as
a business intelligence centre. Also covered, is the diversity of the product
versions and what functionality they include. We will also discuss how we will
use a realistic scenario throughout the course that will help the delegates to
relate to the content. The following topics are also covered:
·
Overview of SharePoint 2013
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Central Repository for Information
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Web Content Management
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Team Collaboration
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Search
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Social Computing
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Workflows
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Business Intelligence
- SharePoint Versions
- The Training Scenario
Module 2: Finding Content
SharePoint provides the ability to store vast amounts of
content in a variety of locations. This module covers a set of tools which help
users efficiently locate the information they need.
- Navigation
- Search
- Search Index
- Refinements
- Best Bets
- Advanced Search
- People Search
Module 3: Working with Lists
Lists serve as the structure for calendars, discussion
boards, contacts, and tasks in SharePoint 2013. This module explains the
concept of lists, and then reviews popular out-of-the-box options. The
operative differences of each option are highlighted through Instructor-led
demonstrations. Students learn effective ways to use and contribute to lists.
Demonstrations of filters and views highlight usability and efficiency. The
following topics are also covered:
- How to Add and Modify Content
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Overview of Default Lists and List Templates
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Add, Modify, and Delete Content in SharePoint
2013 Lists
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Sort and Filter Content
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Advanced List Features
- Use Default and Custom Views
- Connect a List to Microsoft Outlook
Module 4: Working with Libraries
A document library is a location on a site where you can
create, collect, update, and share files with other people. This module
explains the benefits of using a library and teaches the student how best to
work with documents in a library. Also discussed are how collaborators can use
various document management features such as Document ID’s, Document Sets and
the Content Organizer. The following topics are covered:
- Introduction to document libraries
- Uploading, creating and deleting documents
- Working with folders and document sets
- Working with documents in a library
- Working with document properties
- Document Management Features
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Document IDs
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Document Sets
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The Content Organizer
Module 5: Working with Publishing Features
SharePoint 2013 has a wide array or rich Web Content
Management features that can be utilised to support an internet facing site.
This module provides delegates with a basic understanding of the options
available in a publishing site and the advantages these can bring to
successfully managing a public site or intranet portal.
- Introducing the Publishing Site
- Site Collection Images
- Reusable Content
- Working with Publishing Pages
- Using Page and Site Templates
Module 6: Office integration Features
To take full advantage of many features which SharePoint
2013 has to offer, we need to understand SharePoint's relationship with other
Microsoft Office applications. This module provides an essential overview of
the Microsoft products which are most commonly used in conjunction with
SharePoint 2013 and discusses at an overview level the advantages of each
program when combined with SharePoint, including:
- Access 2013
- Excel 2013
- PowerPoint 2013
- InfoPath 2013
- Outlook 2013
- SharePoint Designer 2013
- SkyDrive Pro
Module 7: Advanced Document Library features
This module covers a selection of topics which are new to
SharePoint 2010 and provide facilities to help users find, organise and store
content. Document IDs provide a method for referencing documents to make them
easier to find and share. Document Sets enable users to group related documents
in a similar way to folders but with several additional benefits. The Content
Organizer is a system which can automatically route content to the correct
location within SharePoint dependant on preset rules. The following topics are
covered:
- Introduction to Document IDs
- Configuring Document IDs
- Introduction to Document Sets
- Configuring Document Sets
- Creating Rules
Module 8: Leveraging Social Content in the Business
This module covers a selection of topics on the various
social networking facilities that are available in SharePoint 2013. These
features are a new way for SharePoint users collaborate and the successful
promotion of these social networking features can really boost business
performance. The following topics are covered in this module:
- Introduction Social Networking
- My Sites
- The Organisational Chart
- The News Feed
- Tags & Notes
Module 9: Site Owner Responsibilities
Site owners are trusted with functionality that would
normally be available to developers. As a responsible site owner it is integral
to know what your responsibilities are and what are the best practices. This
module leads the site management course by discussing the delegates role in
creating sites, reasons for creating sites and the importance of securing the
site before adding content. The following topics are covered:
- Responsibilities of a Site Owner
- Reasons for Creating a Site
- When to Secure a Site
- Site Content Ownership
Module 10: Creating and Managing Sites
Fundamentally, site collections are composed of sites and
different types of pages. In this module students will create each of these
components to develop an enhanced understanding of each item’s function and
appropriate use. The following lessons are covered:
- Introduction to Site Topology
- When to create a site and where?
- How to Create a new Site
- Site Templates
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Meeting Workspaces
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Blogs
- Site Settings
- Deleting Sites
Module 11: Permissions and Security
Security is an important element of any site collection.
This module includes Instructor-led demonstrations of default groups. Thorough
coverage of the use, creation, and application of custom permission levels
provide students with comprehensive knowledge about the creation and management
of sites. We also focus on security management best practices. The following
lessons are covered:
- Introduction to Security in SharePoint 2013
- Permissions, Permission Levels and SharePoint Groups
- Manage User Access to SharePoint Site
- Manage SharePoint Groups and Users
- Breaking Permissions Inheritance within the Site
- SharePoint Security Best Practices
Module 12: Adding and Configuring Apps
Maintenance and use of lists apps and library apps are one
of the site owner’s primary responsibilities. Well-constructed lists and
libraries save users time and frustration, which translates to an effective
gain for organisations. This module covers elements such as views, columns and
managed metadata which are fundamental to this construction. Versioning and
other library settings which can serve to enhance a list or library are also
taught in this module. An introduction to on premise and SharePoint Marketplace
apps is also included in this module. The following lessons are covered:
- Using list and library apps
- Managing list & library properties
- Creating list templates
- Creating & managing columns
- Site columns
- Creating & managing views
- Managed metadata
- Configuring advanced list & library settings
- On premise apps
- SharePoint Marketplace apps
Module 13: Adding & Managing Workflows
Workflows are a powerful efficiency tool which can be used
to organise and track process driven tasks. In this course, application and
customisation of these workflows is demonstrated using real world examples, as
well as investigating how Visio and SharePoint Designer can be used to enhance
the experience. Students are given the opportunity to build workflows and track
workflow tasks. The following lessons are covered:
- Introduction to workflows
- Workflow scenarios
- Creating workflows
- Configuring workflow settings
- Deploying workflows
- Creating workflows from MS Visio 2013
- Extending workflows with MS SharePoint Designer 2013
Module 14: Creating & Managing Content Types
Configuration of Content Types allows Site Collection
Administrators and Site Owners to group attributes such as metadata, workflows
and document templates into functional components. These Content Types can be
managed in a dedicated site collection so that they can be shared across the
entire SharePoint farm. This functionality allows for an enhanced user
experience and reduced administrative overhead. The following lessons are also
covered:
- Introduction to content types
- Creating & managing site content types
- Content type settings
- Document Sets
- The Content Type Hub
- Deploying content types
Module 15: Document Lifecycle Management
SharePoint supports an array of features to support the
process of controlling the governance of documents in a business. This module
will introduce delegates to the records center, information management policy
settings and how to use workflows and the content organizer to manage document
lifecycles. The following lessons are covered:
- An introduction to governance
- Information management policy settings
- Disposition workflows
- The records centre
- The content organizer
Module 16: Site Customisation
Fundamentally, site collections are composed of sites, basic
pages, and Web Part pages. In this module students will create each of these
components to develop an enhanced understanding of each item’s function and
appropriate use. The following lessons are covered:
- Adding Pages to your SharePoint Site
- Adding and Modifying Web Parts
- Deleting Pages
- Look and Feel Settings
- Modifying Navigational Components
- Creating Site Templates