SharePoint 2013 for Power Users

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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
• Central Repository for Information
• Web Content Management
• Team Collaboration
• Search
• Social Computing
• Workflows
• 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
• Overview of Default Lists and List Templates
• Add, Modify, and Delete Content in SharePoint 2013 Lists
• Sort and Filter Content
• 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. The following topics are covered:

• Introduction to document libraries
• Uploading, creating and deleting documents
• Working with folders
• Working with documents in a library
• Working with document properties

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: 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 7: 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 8: 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
• Meeting Workspaces
• Blogs
• Site Settings
• Deleting Sites

Module 9: 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 10: Adding and Configuring Apps (Pt. 1)

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 10: Adding & Configuring Apps (Pt. 2)

This module covers a selection of topics which were introduced in 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 pre-set rules. The following topics are covered:

• Introduction to Document IDs
• Configuring Document IDs
• Introduction to Document Sets
• Configuring Document Sets
• Creating Rules

Module 11: 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 12: 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 13: 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 center
• The content organizer

Module 14: 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

Appendix: 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
• OneDrive Pro