55216: SharePoint 2013 Power User Training

Let’s get started with SharePoint 2013 by letting you know about its fantastic selection of features. We will demonstrate popular uses of SharePoint 2013 to manage and share content, create an engaging web page, automate business processes and make good business decisions with Business intelligence.

We will also discuss who will be the typical users of our sites and the role of the site collection administrator. Site Owners are trusted with functionality that in other business systems would normally only be available to developers. As a new Site Owner, we’re sure that you will be amazed by the potential that SharePoint 2013 has to offer an end user.

Lessons

An Overview of SharePoint 2013

SharePoint Versions

Central Repository for Information

Roles in SharePoint

Web Content Management

Site Visitors

Team Collaboration

Site Members

Search

Site Owners

Social Computing

Site Collection Administrator

Workflows

Farm Administrator

Business Intelligence

Security Trimming

Lab 1: Navigate SharePoint

Navigate between multiple SharePoint sites and Apps

After completing this module, students will be able to:

Describe the key features of SharePoint 2013

Navigate around a site and between multiple sites

Understand the roles of different people in SharePoint from Farm Admins to Visitors

Whether you are managing existing sites or you have not yet started, we will complement your current situation by discussing site hierarchy and planning your SharePoint sites.

As a site owner, you will be presented with a selection of site templates. You will use a variety of popular site templates to develop an enhanced understanding of each site's function and appropriate use. Once your site is ready, we will then change the look and feel of your site. You can even try applying your business brand to your test site. We will also build our navigation bar, a simple but powerful way to help users move between websites.

Lessons

An Introduction to Site Topology

Navigating SharePoint Sites

When to Create a Site and Where?

Applying Custom Themes to a Site

How to Create a New Site

Building the Site Navigation Bar

Site Templates

Deleting Sites

Team Sites

Recovering Deleted Sites

Project Sites

Blog Sites

Community Sites

Publishing Sites

Lab 1: Create and Delete Sites

Create a new Team Site

Delete a Site

Restore a Deleted Site

After completing this module, students will be able to:

Understand Sites and Site Collections

Create Sites using a variety of Templates

Delete and Restore Sites

SharePoint boasts a rich selection of ways to build web pages. You will learn how to update the home page of your SharePoint site with text, links, images, videos, and web parts. We will also show you the best practices when creating multiple pages and linking them together. In most site templates, creating and managing web pages is a simple, fast, and rewarding way to present essential information and apps.

SharePoint can also be used as an Intranet for internal news and information as well as a public-facing website. Due to the high visibility of these websites, it is common to place more control over the release of new web pages or updates to existing pages. For this reason, SharePoint has Publishing Sites.

Lessons

Introducing Wiki Pages

Introducing the Publishing Site

Adding Wiki Pages

Create and Edit Publishing Pages

Adding Rich Content to Wiki Pages

Using Page Layouts

Promoted Links

Web Page Metadata

Adding and Modifying Web Parts

Site Collection Images

Deleting Wiki Pages

Renditions

Reusable Content

Web Page Approval

Scheduling Pages

Lab 1: Create and Update Pages

Create a Product Summary Page

Create a Marketing Photo Page

Create a Supplier Page

After completing this module, students will be able to:

Describe the types of pages available in SharePoint

Create, Edit, and Delete Pages

Work with page content including text, tables, links, images, and video

Use publishing to control who can see page content during updates

Traditionally teams make use of file templates or manual processes to ensure information is collected and retained correctly. In this module, we will help your team establish reusable file templates and automate business processes. An example of this would be removing old unwanted content from your site automatically.

To achieve this you will learn about a variety of SharePoint features including content types, policies, and in-place records management.

Lessons

Managed Metadata Service

Information Management Policies

An Introduction to Content Types

The Records Center

Create & Manage Content Types

The Content Organizer

Content Type Settings

Document IDs

Using Content Types in Apps

In-Place Records Management

The Content-Type Hub

Deploying Content Types

Lab 1: Defining Business Information and Retention

Create and test an invoice content type

Switch on and test In Place Records

Create and test a Content Organiser rule

After completing this module, students will be able to:

Describe the key features of SharePoint 2013 to collect and retain business information

Use and configure Content Types, Managed Meta Data and Columns

Create and edit the policy

Manage Records in place and with Record Centres

Apps are required to store information such as events, contacts, and files on a site. SharePoint provides a selection of apps for different scenarios, all with the option to be customized for a specific business requirement. Apps can be broken down into Lists, Libraries, and Market Place Apps.

In SharePoint 2013 lists serve as the structure for calendars, discussion boards, contacts, and tasks. This module explains the concept of lists and then reviews popular options.

A document library is a location on a site where you can create, collect, update, and share files including Word, Excel, PowerPoint, and PDF. We will show you the benefits of using a library and teach you how best to work with files in a library.

An introduction to on-premises and SharePoint Marketplace apps is provided to show how to extend site functionality beyond what Microsoft has provided in the SharePoint 2013 platform.

Finally, this module provides an essential overview of the Microsoft products which are most commonly used in conjunction with SharePoint 2013 and discusses the advantages of each program when combined with SharePoint.

Lessons

Adding List & Library Apps

Popular List & Library Templates

Managing List & Library Settings

Add, Modify, Upload, and Delete Content in Apps

Create and Manage App Columns

Adding Site Columns

Sort and Filter Content

Create and Manage Public Views

Personal Views

Working with Document Sets

Using Alerts in Apps

Creating App Templates

Office 2013 Integration with

SharePoint Apps*

On-Premises Apps

SharePoint Marketplace Apps

*Office Integration

Integration with Microsoft Office

SharePoint Designer 2013

Co-Authoring

InfoPath Designer 2013

Outlook 2013

OneDrive for Business

Lab 1: Working with Apps Lab 1

Create a new library

Create columns and views

Create a document set

Lab 2: Working with Apps Lab 2

Upload and manage files

Create a new view in a library

Create and delete announcements

Test SharePoint alerts

Update items in the Quick Edit view

After completing this module, students will be able to:

Create Apps to store business information including documents, images, and videos

Customize apps to make them relevant to their business requirements using columns, views, and app settings

Use apps with other office applications such as Excel and Outlook

Workflows are a powerful efficiency tool that can be used to organize and track process-driven tasks including approval processes. Workflows will be demonstrated using real-world examples. You will be given the opportunity to build workflows and review workflow progress. Also covered is an introduction to Microsoft SharePoint Designer 2013 and third-party workflow tools.

Lessons

An Introduction to Workflows

Adding Workflows

Workflow Scenarios

Removing Workflows

Creating Workflows

Third-Party Workflow Tools

Configuring Workflow Settings

Lab 1: Create and Run Workflows

Add a new workflow

Test the workflow

Update, Rerun and stop a workflow

After completing this module, students will be able to:

Understand when to use a workflow

Create and edit workflows in the browser

Use workflows to collect approval and feedback information

Security is an important element of any site. You will see instructor-led demonstrations of the best practices for adding and removing colleagues from your site and defining their level of access. As a site owner, you can customize permission levels. This means that you can create levels of access that are aligned with the responsibilities of your site's users. An example of this would be allowing a group of users the ability to upload content but not delete content.

Lessons

An Introduction to Security

Creating Groups

Access Requests

How Inheriting Security Works

Share Sites and Files

Securing Apps, Folders, Files/Items

Approving Access Requests

Managed Metadata Security

Creating Permission Levels

OneDrive Security

Lab 1: Configure Site Security

Create a Permission level and Group

Adding users to a group

Sharing a site

After completing this module, students will be able to:

Understand how security works in SharePoint

Use Share to add users to a site

Review security and remove users from a site

Edit security to control what specific groups are users are allowed to do

This module covers a new and evolving culture change in the way that we work with business information. Social features are an engaging way for users to collaborate. The variety of social tools available to you is overwhelming. You will learn the differences between each of these tools and when to use them.

Lessons

An Introduction to Social Tools

Community Sites

Updating your Profile

Community Portal

Blog Sites

Skype for Business

Newsfeeds

Lab 1: Get Social

Update your profile

After completing this module, students will be able to:

Understand the benefits of each social tool in SharePoint

Create and configure social tools including community sites and blogs

Add content to social sites

SharePoint provides the ability to store vast amounts of content in a variety of locations. This module covers a set of tools that help you to efficiently locate the information you need.

Lessons

Searching in SharePoint 2013

How Search Works

Refinements

Promoted Results

Search Criteria

Search Web Parts

People Search

How Can Search be Customized?

Lab 1: Search

Review Company Hierarchy

Investigate Products

Find Company Handbook

Navigate the Trains by Dave's sites

After completing this module, students will be able to:

Describe the key features of the search

Use search to find content including people, sites, and videos

Use search web parts to roll up content from multiple locations