SharePoint Site Owner and Power User Boot Camp Classroom Live Atlanta, GA July 21, 2021

Course Overview

1. Introduction to SharePoint

1. 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
2. The Five Pillars of SharePoint – Breaking down what SharePoint can do for you
   • Share
   • Organize
   • Discover
   • Build
   • Manage

2. SharePoint Architecture for the Users

1. Web Application
2. Site Collection
   • Sites with common tools and features
   • Top Level Site
3. Site
4. Site Components
   • Child Sites
   • Lists
   • Libraries
   • Pages
   • Look and Feel
   • Navigation

3. Navigating SharePoint Sites

1. Tour of a Project Site
2. 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

1. Definition of a Site – Why do we create new Sites?
2. Site Components revisited
3. Site Templates explained
4. Site Settings and Features
5. 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

1. What are Lists
2. Using Lists to manage business processes
3. List Architecture
   • Content Types - Items
   • Metadata
     1. Importance of Metadata – Never too much!
     2. Columns/Fields Types
   • Views
4. Available List Apps
5. Creating Apps using List templates
   • Creating common Lists from templates
   • Building a Custom List
   • Importing from Excel
6. Exploring the List toolbars
7. Working with List data
   • Creating, Modifying, and Deleting Items
   • Using the different View Formats for working with items
8. Using basic reporting functions: sort and filter
9. Working with the Tasks List App
   • Parent/Child Tasks
   • Using the Timeline
   • Using the different Views
10. Advanced List Topics
    • Validating a List Column
    • Advanced Settings
    • Deleting Lists
    • Saving as a Template
    • Enterprise Keywords
    • Using Alerts
11. Working with Views
    • Exploring existing Views
    • Creating a new View
12. Class Activity: Architecting a “Class Roster”
    • Explain Business Requirements
    • Architect the List
      1. Metadata requirements
      2. 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

1. What are Libraries?
2. Using Libraries to manage document information lifecycle in the Enterprise
3. Library Architecture
   • Content Types – Documents
   • Metadata
     1. Importance of Metadata
     2. Folders vs Metadata
     3. Columns/Fields Types
   • Views
4. Available Library Apps
5. Creating Apps using Library templates
   • Creating a Document Library
   • Creating a Picture Library
6. Exploring the Library toolbars
7. Working with documents
   • Adding content to a document library with no required metadata
     1. New Document
     2. Saving documents from Office
     3. Upload Document
     4. Windows Explorer
     5. Drag-and-Drop
   • Adding content to a document library with required metadata
     1. New Document
     2. Saving documents from Office
     3. Upload Document
     4. Windows Explorer
     5. Drag-and-Drop
     6. Document control using Check In/Check Out
     7. Using basic reporting functions: sort and filter
     8. Using Version Control
   • Major Versions
   • Major and Minor Versions
   • Content Approval
8. Advanced Library Topics
   • Validating a List Column
   • Advanced Settings
   • Deleting a Library
   • Saving as a Template (with content)
9. Working with Views
   • Exploring existing Views
   • Creating a new View
10. Class Activity: Architecting a “Client Records” Library
    • Explain Business Requirements
    • Architect the Library
      1. Metadata requirements
      2. 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

1. Overview of Permissions and Security
2. Groups
   • Default Groups
   • Creating Groups and managing group membership
3. Users
   • Active Directory Integration
   • Using Security Groups for SharePoint access control
4. Permission Levels
5. Roles-based Management
   • Groups represent Roles
   • Groups are assigned Permission Levels
6. Where Permissions are set
   • Site, Lists and Items, Libraries and Documents
7. Inheritance
8. Using “Sharing” to share information
9. Access Requests
10. 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

1. Importance of ECM
2. Content Types
   • Site Columns
   • Content Types
3. Managed Metadata
4. 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

1. Connecting and Syncing Lists and Libraries to Outlook
2. Project Pro Integration
3. Exporting data to Excel
4. 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

1. OOTB Workflow
2. Workflow Settings
3. Workflow administration
4. 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

1. Surveys
2. Wiki
3. Blog
4. Newsfeed
5. About Me
6. 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

1. Pages
   • Page Types
   • Choosing the right page type
   • Creating Pages
2. Web parts
   • What are web parts
   • Using the common web parts
   • Web part properties
3. 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