Course Overview
1. Introduction to SharePoint
- What is SharePoint?
- What is “this” SharePoint everyone is talking about?
- Evolution of SharePoint – Where did it come from?
- Business Case for SharePoint
- SharePoint as a tool in support of your Enterprise Vision
- Driving SharePoint from the Top Down
- Using SharePoint to enable Team Collaboration and Drive Engagement
- Understanding and Defining SharePoint Roles
- The Five Pillars of SharePoint – Breaking down what SharePoint can do for you
- Share
- Organize
- Discover
- Build
- Manage
2. SharePoint Architecture for the Users
- Web Application
- Site Collection
- Sites with common tools and features
- Top Level Site
- Site
- Site Components
- Child Sites
- Lists
- Libraries
- Pages
- Look and Feel
- Navigation
3. Navigating SharePoint Sites
- Tour of a Project Site
- Site Components
- Suite Bar
- Top Link Navigation
- Quick Launch
- Tabs and Ribbons
- Share, Follow, Sync, Edit, Focus on Content
- Settings (Site Actions)
- Site Contents
- Recycle Bin
- Site Content Area
- Understanding URL’s and how to use them to Navigate
- IE Favorites
- Newsfeed
- List and Library Examples
4. Working with Sites
- Definition of a Site – Why do we create new Sites?
- Site Components revisited
- Site Templates explained
- Site Settings and Features
- Creating Sites
- Initial Settings: Title, URL, Template and default Permissions and Navigation
- Default layout based on template selection
- Editing Navigation: Top Link bar and Quick Launch
- Site Settings
- Tree View
LAB 1: Creating a Site Structure - Training Center Example
- Create a Site Collection Top Level Site
- Default Groups and Permissions
- Settings and Features
- Create a Child Site – SharePoint Training
- Simple site branding: Title, Logo, Composed Looks
- Navigation
5. SharePoint Lists
- What are Lists
- Using Lists to manage business processes
- List Architecture
- Content Types - Items
- Metadata
- Importance of Metadata – Never too much!
- Columns/Fields Types
- Views
- Available List Apps
- Creating Apps using List templates
- Creating common Lists from templates
- Building a Custom List
- Importing from Excel
- Exploring the List toolbars
- Working with List data
- Creating, Modifying, and Deleting Items
- Using the different View Formats for working with items
- Using basic reporting functions: sort and filter
- Working with the Tasks List App
- Parent/Child Tasks
- Using the Timeline
- Using the different Views
- Advanced List Topics
- Validating a List Column
- Advanced Settings
- Deleting Lists
- Saving as a Template
- Enterprise Keywords
- Using Alerts
- Working with Views
- Exploring existing Views
- Creating a new View
- Class Activity: Architecting a “Class Roster”
- Explain Business Requirements
- Architect the List
- Metadata requirements
- View/Report requirements
- Build the List
- Students interact with List
- Create View
- Test View
LAB 2: Working with Lists in the SharePoint Training Site
- Create Lists in the SharePoint Training Site
- “Training” Tasks
- “Training” Calendar
- “Instructor Availability” Calendar
- Custom “Classes” List
6. SharePoint Libraries
- What are Libraries?
- Using Libraries to manage document information lifecycle in the Enterprise
- Library Architecture
- Content Types – Documents
- Metadata
- Importance of Metadata
- Folders vs Metadata
- Columns/Fields Types
- Views
- Available Library Apps
- Creating Apps using Library templates
- Creating a Document Library
- Creating a Picture Library
- Exploring the Library toolbars
- Working with documents
- Adding content to a document library with no required metadata
- New Document
- Saving documents from Office
- Upload Document
- Windows Explorer
- Drag-and-Drop
- Adding content to a document library with required metadata
- New Document
- Saving documents from Office
- Upload Document
- Windows Explorer
- Drag-and-Drop
- Document control using Check In/Check Out
- Using basic reporting functions: sort and filter
- Using Version Control
- Major Versions
- Major and Minor Versions
- Content Approval
- Advanced Library Topics
- Validating a List Column
- Advanced Settings
- Deleting a Library
- Saving as a Template (with content)
- Working with Views
- Exploring existing Views
- Creating a new View
- Class Activity: Architecting a “Client Records” Library
- Explain Business Requirements
- Architect the Library
- Metadata requirements
- View/Report requirements
- Build the Library
- Upload documents to the Library
- Create View
- Test View
LAB 3: Working with Libraries in the SharePoint Training Site
- Create Libraries in the SharePoint Training Site
- Create a Document Library
- Upload documents and create new documents
- Enable Version Control
- Work with documents with Version Control
- Create a Picture Library
- Upload pictures and work with formats
7. Access Control – Permissions Management
- Overview of Permissions and Security
- Groups
- Default Groups
- Creating Groups and managing group membership
- Users
- Active Directory Integration
- Using Security Groups for SharePoint access control
- Permission Levels
- Roles-based Management
- Groups represent Roles
- Groups are assigned Permission Levels
- Where Permissions are set
- Site, Lists and Items, Libraries and Documents
- Inheritance
- Using “Sharing” to share information
- Access Requests
- Best Practices
LAB 4: Working with permissions and Sharing information
- Creating a Group
- Adding Users to a Group
- Assigning Permission Levels
- Sharing a Site and a Library
- Create and Edit Permission Levels
8. Enterprise Content Management
- Importance of ECM
- Content Types
- Site Columns
- Content Types
- Managed Metadata
- Document Sets
LAB 5: Working with Content Types
- Creating Site Columns
- Creating Content Types
- Using Managed Metadata
- Creating Document Sets
9. SharePoint and Office Integration
- Connecting and Syncing Lists and Libraries to Outlook
- Project Pro Integration
- Exporting data to Excel
- Site Mailboxes
LAB 6: Connecting Lists and Libraries to Outlook
- Syncing the Task List
- Connecting a Calendar
- Connecting Contacts
- Exporting a List to Excel
- Creating a Site Mailbox
10. Business Process Automation using Workflow
- OOTB Workflow
- Workflow Settings
- Workflow administration
- Custom using SharePoint Designer
LAB 7: Using Workflow
- Creating an Approval Workflow
- Creating a Three-State Workflow
- Creating a Custom Workflow to manage documents
11. Focus on Collaboration Tools to drive engagement
- Surveys
- Wiki
- Blog
- Newsfeed
- About Me
- Communities
LAB 8: Using the Collaboration Tools
- Creating a Survey
- Creating a Wiki for Procedures Manual
- Creating a Blog
- Creating your “Profile” / About Me
- Using the Newsfeed
- Following Colleagues, documents, and sites
- Creating a SharePoint User Group Community
12. Designing a SharePoint site to drive collaboration
- Pages
- Page Types
- Choosing the right page type
- Creating Pages
- Web parts
- What are web parts
- Using the common web parts
- Web part properties
- Page Design
- Creating pages
- Page layout
- Placing components on your page
LAB 9: Designing your Team Site
- Planning your page
- Creating a new page
- Place components and web parts on the page
- Moving items around on a page
- Best Practices