Objectives: Attendees will commence by getting an overview of the entire landscape of a SharePoint site. Attendees of this course will also be introduced to SharePoint Features and how to leverage them to provide additional plug-in like functionality to SharePoint sites and site collections. Site collection administrators will also learn how to create and customise content within SharePoint sites using content pages, wiki pages, Web Parts lists and document libraries. Finally students will learn how to secure sites, lists, libraries and the content within lists and libraries using the permission and security infrastructure in SharePoint.
Target Audience: This course is for anyone who has little to no experience with SharePoint. This includes users, power users, Web masters, site administrators, site collection administrators, project managers, information workers and business analysts. It is also for site collection administrators. Targets a wide range of users including site administrators, project managers, power users, Web masters and anyone else who will serve in the role of managing sites and site collections.
Pre-Requisites: Attendees should have experience using a Web browser and interacting with Web-based systems as well as hands-on experience with SharePoint from an end user perspective. Experience with Microsoft Office as well as administrative experience with a previous version of SharePoint is a plus, but not required.
Duration: 3 Days
Follow on courses: SharePoint 2013 Designer
Module 1: Introduction to SharePoint
2013
- Overview of SharePoint 2013
- Get Started Using SharePoint 2013
- Search for Content
- Use Alerts
- Welcome User Links
- Personalise SharePoint 2013 Page
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 efficiently locate relevant
information.
- How searching works in SP 2013
- Navigation in SharePoint 2013
- Search and Search Index
- Refinements
Module 3: List Basics
Lists serve as the structure for calendars, discussion boards, contacts,
and tasks in SharePoint 2013. This module explains the concept of lists,
and reviews popular out-of-the-box options. Students learn effective ways
to use and contribute to lists.
- How to Add and Modify Content
- Overview of Default Lists and List Templates
- Add, Modify & Delete Content in SP 2013 Lists
- Sort and Filter Content
- Advanced List Features
- Use Default and Custom Views Connect a List to Microsoft Outlook
Module 4 – Library Basics
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.
- 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
- Using document workflows
Module 5 – Office 2013 Integration
Many features which SharePoint 2013 has to offer uses and needs SharePoint's
relationship with other Microsoft Office applications. This module provides
an overview of the products which are most commonly used in conjunction
with SharePoint 2013 and discusses at an overview level.
Module 6 – Social Networking, Wikis and Blogs
We will examine the purpose of blog sites and wiki sites available in
SharePoint 2013. You will tour the default blog and wiki site templates
and learn the business needs that predicate each. We will also learn to
post to a blog and add powerful wiki pages to a wiki.
- Understanding blogs and wikis
- Creating and managing content in blogs
- Creating and managing content in wikis
- Tagging and rating content
Module 7 Advanced Document Library Features
Advanded Document Library features provide facilities to help users find,
organise and store content.
- Introduction to Document IDs.
- Configuring Document IDs
- Introduction to Document Sets
- Configuring Document Sets
- Creating Rules
Module 8 - Structuring Document & Content Management
- Creating lists & libraries
- Managing list & library properties
- Creating list templates
- Creating & managing columns
- Site columns
- Creating & managing views
- Managed metadata
- Configuring advanced list & library settings
Module 9 Creating and
Managing Content Types
Configuration of Content Types allows Site Collection Administrators and
Site Owners attributes such as metadata, workflows and document templates
into functional components.
- Introduction to content types
- Creating & managing site content types
- Content type settings
- Document Sets
- The Content Type Hub
Module 10 – Creating and Managing Workflows
Workflows are a powerful and efficient tool which can be used to organise
and track process driven tasks. In this course we aim to show you the
key features of Workflow. A two day course on Workflows will give a much
more in-depth description of Workflows.
- Introduction to workflows
- Workflow scenarios
- Creating workflows
- Configuring workflow settings
- Deploying workflows
Module 11 - Site Customisation
Site collections are composed of sites, basic pages, and Web Part pages.
Students will create these components to develop an enhanced understanding
of each item’s function and appropriate use.
- Adding Pages to your SharePoint Site
- Adding and Modifying Web Parts
- Look and Feel Settings
- Modifying Navigational Components
- Creating Site Templates
Module 11 – Site Creation and Deletion
- Introduction to Site Topology
- When to create a site and where?
- How to Create a new Site
- Deleting Sites
Module 12: Collaborative Site Templates
In this module you will learn how to use & create workspaces.
- Introduction to Collaborative Site Templates
- Document Workspaces
- Meeting Workspaces
- Group Work Sites
Module 13: Permissions and Security
Security is an important element of site collections. You will learn to
use permission levels which will provide you with a comprehensive knowledge
about the creation and management of sites.
- Introduction to Security in SharePoint 2013
- Permissions,Permission Levels & SP Groups
- Manage User Access to SharePoint Site
- Manage SharePoint Groups and Users
- Breaking Permissions Inheritance within the Site
- SharePoint Security Best Practices
Module 14: Site Administration and Settings
This module provides insight into the site tools available through Site
Administration. User alerts, features, regional setting options and usage
reporting are covered. These tools include an emphasis on function and
the appropriate use.
- Introduction to Site Administration and Settings
- Manage Regional Settings
- Manage Site Libraries and Lists
- Manage User Alerts
- Managing RSS Usage
- Search and Offline Availability
- Manage Sites and Workspaces
- Workflows
- Workflow Settings
- Related Links Scope Settings
- Term Store Management
- Manage site Features
- Save Site as Template
- Reset to Site Definition
- Site Web Analytics Reports