Duration: 2 Days
Software Assurance Value:
This training class is designed for SharePoint Site Owners, Site Collection Administrators and SharePoint Server Administrators who need to know how to manage the team collaboration, document management and social features of Microsoft SharePoint 2013. This class can be delivered using Site Collections on an in-house server, virtual machines or Office 365.
After completing this course, students will be able to:
SharePoint Site Owners
SharePoint Site Collection Administrators
SharePoint Administrators and Developers
Module 1: The Role of the Site Owner
This module provides an introduction to the topics covered in the class, introduces SharePoint terminology and gets a start in navigation.
What is SharePoint?
SharePoint Administrative Roles
Site Collection Administrator
SharePoint Administration Options by Role
After completing this module, students will be able to:
Identify who can do what in SharePoint administration.
Navigate to site collection, site, page and list administration pages.
Module 2: Users, Groups and Permissions
This module covers the management of SharePoint users and user security.
SharePoint Security Best Practices
Users and Groups
Adding users and Groups
Adding Site Collection Administrators
Permissions and Permission Levels
Creating Custom Permission Levels
Configuring List and Library Permissions
Working with Audiences and Content Filtering
Managing User Alerts
Add new users to a site
Create a permission level for Add, Edit, but not Delete
Create a new group for the site
Create a new group for granular permissions
Create a subsite with unique permissions
Set unique permissions on a library and a folder
Manage SharePoint security using best practices.
Add new users and groups.
Create custom permission levels.
Work with Audiences.
Module 3: Site and Site Collection Features
This module covers the use of SharePoint Features to add and remove functionality.
What is a Feature?
Activating and Deactivating Features
Commonly Used Features
Add a Site Notebook to a Team Site.
Define the purpose of features.
Activate and deactivate features.
Module 4: Managing Sites and Pages
This module covers the creation and management of SharePoint sites and pages.
Site Lifecycle and Site Deletion
Configuring the Look and Feel of a Site
Configuring Navigation Options
Adding and Managing Pages
Working with Web Part Pages
Frequently Used Web Parts
Create a Project Site.
Create a page about an event.
Create a web part page and work with web parts.
Create subsites from templates.
Configure site navigation options.
Create and edit pages.
Create web part pages and manage web parts.
Module 5: Working with Lists and Libraries
This module covers the use of SharePoint lists and libraries.
SharePoint Lists and List Features
Libraries vs. Lists with Attachments
Adding Columns to Lists and Libraries
Column and Item Validation
Enterprise Metadata and Keywords Settings
Creating List and Library Views
Working with Office Web Apps
Organizing Content Using Folders and Metadata
Picture, Asset and Other Libraries
Working with the Recycle Bin
Configuring RSS Feeds
Configuring Incoming Email
About Tags and Notes and Ratings
Customizing lists and libraries
Open, edit and manage documents in Microsoft Office applications and Office Web Apps.
Delete documents and recover them from the Recycle Bins.
Configure and work with document versioning.
Create metadata grouped views.
Create a custom Calendar view on a library.
Create and customize lists and libraries.
Open and edit documents in Microsoft Office and with Office Web Apps.
Manage checked out documents.
Recover items from the Recycle Bin.
Work with document versioning.
Create views including metadata grouped views and calendar views
Module 6: Document Management
This module explores the document management features of libraries.
Information management Policy Settings
Auditing List and Document Activity
Working with Site Columns and Content Types
Built-in Content Types
Managing Business Content Using Content Types
Using Document Sets
Using the Content Organizer
An Overview of Records Management
Create a Content Type for Purchase Orders
Add Content Types to a library
Configure Document Sets
Editing and managing documents in a library
Create retention and auditing policies for a list or content type.
Create and use Site Columns, Content Types and Document Sets.
Use the Versioning, Check Out/In and Content Approval features.
Module 7: SharePoint Workflows
This module provides an overview of the SharePoint 2013 workflow features.
Out of the Box Workflow Demo
Configuring an Approval Workflow
Identify the differences between Out of the Box, SharePoint Designer and Visual Studio workflows.
Configure and use the out of the box Approval workflow.
Module 8: Monitoring SharePoint Activity
This module covers the use of SharePoint activity reports.
Use the Site and Site Collection reports.
Module 9: SharePoint Apps (Optional)
This module provides explores SharePoint 2013 Apps.
What is an App?
Working with Built-in Apps
The SharePoint App Store
The Corporate App Store
Request an App
Browse the SharePoint App Store and download a free app. (Optional)
Identify the different kinds of SharePoint Apps.
Browse the App stores and add an App
Module 10: The SharePoint Community Site (Optional)
This module covers the use of the SharePoint 2013 Community Site.
Building online communities using SharePoint
Discussion and Moderation
Rating discussions and earning points
Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.
Interact with other SharePoint users in discussion forums.
Rate posts and earn reputation points.
Before attending this course, students must:
Have strong SharePoint 2010 or 2013 end user skills or have attended “Introduction to SharePoint 2013 for Collaboration and Document Management” or similar.