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Students will walk away knowing how to use the out-of-the-box Apps in SharePoint including Lists & Libraries & the advanced features available for information classification & management. The importance of the social features for making data more...


 
Course Outline

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 class is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2013 and will be updated to the SharePoint 2016 environment as of June/July 2016.

The SharePoint Institute is an organization dedicated to the advancement of SharePoint professionals through real-world business application certificates. This course has been reviewed and approved by the SharePoint Institute as an approved training course for the SharePoint Power User and Site Owner Certificate, the first industry certificate specifically for SharePoint users. Attendees will have the opportunity to take the SharePoint Power User Assessment at the end of class and must score at least 80% to earn the certificate. However, the exam is not required for completion of ASPE's training course.

The Value of SharePoint and how to tie it to the Corporate Vision Using Lists to create, edit and delete team information such as Tasks and Calendars The importance of Enterprise Content Management and how it empowers Search How to use Views to create reports to find the information you are looking for Architecting Libraries to work on documents with your team more efficiently and how to manage information lifecycle with version control How to classify and categorize your documents How to use Tagging and Following to make information more findable. Using the Newsfeed to brainstorm, discuss and ideate with your team members What a Community is, how to become a member and how to bring value to your team by driving engagement How to create rich and informative Team Site portals by creating pages and utilizing the SharePoint Web Parts

Who Should Attend

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. The audience for this class would be the following SharePoint roles:

  • 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.

Outline
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

     
    Prerequisites & Certificates
    Pre-Requisites

    Certificates offered

    25.00 CPEs 21.00 T-PDUs Certificate


    Cancellation Policy
    If a change needs to be made to your public course registration (cancel, transfer, or substitution) ASPE must receive written notice via email at customerservice@aspeinc.com or fax at 919-816-1710. If a cancel or transfer request is made less than 15 business days prior to the class start date, payment will still be due, no refunds will be issued and you will be charged a $200 change fee. Your paid tuition will be available for one year to be used as a credit towards another course of equal value; only one reenrollment opportunity is allowed. Failure to attend the course without written notification will result in forfeiture of the full course price. Student substitutions may be made at any time prior to the start of class free of charge. If ASPE is forced to cancel a course for any reason, liability is limited to the registration fee only.
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