SharePoint Site Owner and Power User Boot Camp Classroom Live Raleigh, NC November 13, 2023

Price: $1,600

This course runs for a duration of 3 Days.

The class will run daily from 8 AM CT to 4 PM CT.

Class Location: Raleigh - Raleigh, NC.

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Description
Outline

Description

Learn how to tie the value of SharePoint to your corporate vision.

Users that have some basic knowledge of navigating a SharePoint site will find this class the perfect class for learning and building on advanced SharePoint topics required by teams that want to get the full benefit of the powerful tools available in SharePoint. The class begins by teaching the student the first things they need to know about SharePoint. The student will learn what SharePoint is, how companies are using SharePoint, the business value of SharePoint, and a full understanding of using a SharePoint Site to realize the full scope of SharePoint tools to improve how the business communicates.

Students will walk away knowing how to use the out-of-the-box Apps in SharePoint including Lists and Libraries and the advanced features available for information classification and management. The importance of the social features for making data more findable will be explored. How search is affected by user interaction via Tagging and Following will be explained clearly to you. Students will learn how Search is used to find information. This class teaches a great deal of “What You Don’t Know That You Don’t Know”.

This SharePoint course is designed for SharePoint 2013, SharePoint 2016, SharePoint 2019, and SharePoint Online users. Labs are conducted in SharePoint 2019.

Objectives

Use Lists to create, edit and delete team information such as Tasks and Calendars
Use Views to create reports to find the information you are looking for
Architect Libraries to work on documents with your team more efficiently and how to manage information lifecycle with version control
Classify and categorize your documents
Use Tagging and Following to make information more findable.
Use the Newsfeed to brainstorm, discuss and ideate with your team members
Become a member of a Community and how to bring value to your team by driving engagement
Create rich and informative Team Site portals by creating pages and utilizing the SharePoint Web Parts

Audience

The target audience for this class includes users tasked with driving SharePoint from the day-to-day creation and management of information to driving user adoption and engagement.

Site Owner
Content Editor
Information Manager
Site Administrator, Site Collection Administrator
Project Manager
Team Supervisor
Librarian
Any End User who needs a deeper dive into SharePoint

Keep in mind that your organization may have coined its own roles, but these are the commonly used roles within a SharePoint ecosystem. This class is targeted to users as opposed to administrators. The Farm Administrator and SQL DBA roles are not covered in this class

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

Part 2: SharePoint Architecture for the Users

1. Web Application

2. Site Collection

3. Sites With Common Tools and Features

Top-Level Site

4. Site

5. Site Components

6. Child Sites

Lists
Libraries
Pages
Look and Feel
Navigation

Part 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

Part 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: Creating a Site Structure – Training Center Example

1. Create a Site Collection Top Level Site

2. Default Groups and Permissions

3. Settings and Features

4. Create a Child Site – SharePoint Training

5. Simple site branding: Title, Logo, Composed Looks

Navigation

Part 5: SharePoint Lists

1. What are Lists

2. Using Lists to Manage Business Processes

3. List Architecture

Content Types – Items
Metadata

4. Importance of Metadata – Never Too Much!

Columns/Fields Types
Views

5. Available List Apps

6. Creating Apps Using List Templates

Creating Common Lists From Templates
Building a Custom List
Importing From Excel

7. Exploring the List Toolbars

8. Working With List Data

Creating, Modifying, and Deleting Items
Using the Different View Formats for Working With Items

9. Using Basic Reporting Functions: Sort and Filter

10. Working With the Tasks List App

Parent/Child Tasks
Using the Timeline
Using the Different Views

11. Advanced List Topics

Validating a List Column
Advanced Settings
Deleting Lists
Saving as a Template
Enterprise Keywords
Using Alerts

12. Working With Views

Exploring existing Views
Creating a New View

13. Class Activity: Architecting a “Class Roster”

Explain Business Requirements
Architect the List

14. Metadata Requirements

View/Report requirements
Build the List
Students Interact With List
Create View
Test View

LAB: 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

Part 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

4. Importance of Metadata

Folders vs Metadata
Columns/Fields Types
Views

5. Available Library Apps

6. Creating Apps using Library Templates

Creating a Document Library
Creating a Picture Library

7. Exploring the Library Toolbars

8. Working With Documents

Adding Content to a Document Library With No Required Metadata

9. New Document

Saving Documents from Office
Drag-and-Drop
Upload Document
Windows Explorer
Adding Content to a Document Library With Required Metadata

8. New Document

Saving Documents from Office
Using Version Control
Upload Document
Windows Explorer
Drag-and-Drop
Document Control Using Check In/Check Out
Using Basic Reporting Functions: Sort and Filter
Major Versions
- Major and Minor Versions
Content Approval

9. Advanced Library Topics

Validating a List Column
Advanced Settings
Deleting a Library
Saving as a Template (With Content)

10. Working With Views

Exploring Existing Views
Creating a New View

11. Class Activity: Architecting a “Client Records” Library

Explain Business Requirements
Architect the Library

12. Metadata Requirements

View/Report Requirements
Build the Library
Upload Documents to the Library
Create View
Test View

LAB: 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

Part 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: 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

Part 8: Enterprise Content Management

1. Importance of ECM

2. Content Types

Site Columns
Content Types

3. Managed Metadata

4. Document Sets

LAB: Working With Content Types

Creating Site Columns
Creating Content Types
Using Managed Metadata
Creating Document Sets

Part 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: Connecting Lists and Libraries to Outlook

Syncing the Task List
Connecting a Calendar
Connecting Contacts
Exporting a List to Excel
Creating a Site Mailbox

Part 10: Business Process Automation using Workflow

1. OOTB Workflow

2. Workflow Settings

3. Workflow Administration

4. Custom Using SharePoint Designer

LAB: Using Workflow

Creating an Approval Workflow
Creating a Three-State Workflow
Creating a Custom Workflow to Manage Documents

Part 11: Focus on Collaboration Tools to Drive Engagement

1. Surveys

2. Wiki

3. Blog

4. Newsfeed

5. About Me

6. Communities

LAB: 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

Part 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: 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

Other Available Dates for this Course

Virtual Classroom Live
October 16, 2024

$1,600.00

3 Days 11:00 AM CST - 7:00 PM CST