After completing this course, students will be able to:
- Manage Sites and Site Collections
- Add users and groups and manage site, list, folder and item security
- Add and configure web parts
- Configure site options including theme, title, description and icon
- Configure site navigation
- View site activity reports
- Customize lists and libraries
- Work with Site Columns and Site Content Types
- Configure Check out/in, Content Approval and Versioning
- Create and modify pages and web part page
Audience Profile
This course is intended for:
- SharePoint Site Owners
- SharePoint Site Collection Administrators
- SharePoint Administrators and Developer
Before attending this course, students must have:
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
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.
Lessons
- What is SharePoint?
- SharePoint Administrative Roles
- SharePoint Administration Options by Role
Module 2: Users, Groups and Permissions
This module covers the management of SharePoint users and user security.
Lessons
- 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
Lab : Users, Groups and Permissions
- 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
Module 3: Site and Site Collection Features
This module covers the use of SharePoint Features to add and remove functionality.
Lessons
- What is a Feature?
- Activating and Deactivating Features
- Commonly Used Features
Lab : Site and Site Collection Features
- Add a Site Notebook to a Team Site
Module 4: Managing Sites and Pages
This module covers the creation and management of SharePoint sites and pages.
Lessons
- Creating Subsites
- Site Templates
- Site Lifecycle and Site Deletion
- Configuring the Look and Feel of a Site
- Configuring Navigation Options
- Language Settings
- Adding and Managing Pages
- Working with Web Part Pages
- Frequently Used Web Parts
Lab : Managing Sites and Pages
- Create a Project site
- Create a page about an event
- Create a web part page and work with web parts
Module 5: Working with Lists and Libraries
This module covers the use of SharePoint lists and libraries.
Lessons
- SharePoint Lists and List Features
- Document Libraries
- 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
Lab : Working with Lists and Libraries
- 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
Module 6: Document Management
This module explorers the document management features of libraries.
Lessons
- 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
Lab : Document Management
- Create a Content Type for Purchase Orders
- Add Content Types to a library
- Configure Document Sets
- Editing and managing documents in a library
Module 7: SharePoint Workflows
This module provides an overview of the SharePoint 2013 workflow features.
Lessons
- SharePoint Workflows
- Out of the Box Workflow Demo
Lab : SharePoint Workflows
- Configuring an Approval Workflow
Module 8: Monitoring SharePoint Activity
This module covers the use of SharePoint activity reports.
Lessons
- Usage Reports
- Search Reports
Module 9: SharePoint Apps (Optional)
This module provides explores SharePoint 2013 Apps.
Lessons
- What is an App?
- Working with Built-in Apps
- The SharePoint App Store
- The Corporate App Store
- Request an App
Lab : SharePoint Apps
- Browse the SharePoint App Store and download a free app. (Optional)
Module 10: The SharePoint Community Site (Optional)
This module covers the use of the SharePoint 2013 Community Site.
Lessons
- Building online communities using SharePoint
- Discussion and Moderation
- Rating discussions and earning points
Lab : The SharePoint Community Site
- 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.