55255: SharePoint for Office 365 End User Training

This module explains how to set up SharePoint 365.

Lessons

SharePoint Online

After completing this module, students will be able to:

Set up the sample size for the class.

SharePoint 365 is a collaboration tool at its heart. Its primary goal is to make it easy for users to find and share information, and there are many features built into SharePoint to facilitate this. SharePoint's library system feature can provide a superior alternative to the traditional file server. SharePoint lists can be an easy-to-design and easy-to-use alternative to sharing spreadsheet files or more formal database tables. Both lists and libraries can be customized and extended to provide enhanced appearances and functionality. All of this collaboration can be done through a browser interface.

Lessons

SharePoint Online

Site Layout and Navigation

Layout

Navigation

Lab 1: Team Site Navigation

Team Site Navigation

After completing this module, students will be able to:

Learn about SharePoint online.

Learn about SharePoint site hierarchy.

Lists are a fundamental building block in SharePoint that provides a way for users to store and view data. SharePoint comes "out of the box" with many predefined list templates that are easy to use. Lists can be further customized by adding columns to store just about any type of information. Additionally, list columns can be validated as well as linked between other lists. Lists are a very flexible and powerful tool in SharePoint.

Lessons

Creating Apps Using List Templates

Creating Lists

Creating Lists Using List Templates

List Columns

Creating List Columns

Column Validation

Validating a List Column

Lab 1: Working with Team Site Lists

Working with Team Site Lists

Lab 2: Create Custom Lists and Columns

Create Custom Lists and Columns

After completing this module, students will be able to:

Work with List Templates.

Work with default lists in a Team Site.

Create a new list from a List Template.

Create a custom list.

Add columns to a list.

Control and validate input into list fields.

Link data from separate lists

SharePoint Libraries share the same characteristics as SharePoint lists such as columns, views, and validation to name a few. What distinguishes SharePoint libraries is that each item in a library has a underlying document. So in addition to the data stored in library columns, the document stores its own data based on the type of document. Because of the extra data that can be stored in columns that can be used to filter and search by and features such as versioning, libraries are considered a great replacement for the more traditional file server system. Libraries are, like lists, a fundamental building block in a SharePoint site.

Lessons

Library Templates

Creating Libraries

Creating a Document Library and Adding Columns

Managing Documents and Versioning

Checking Out Documents

Deleting and Restoring Documents

Versioning

Lab 1: Working with Team Site Libraries

Working with Team Site Libraries

Lab 2: Creating Libraries

Creating Libraries

Lab 3: Document Versioning

Document Versioning

After completing this module, students will be able to:

Create new libraries using library templates.

Work with the different libraries in a default Team Site.

Add columns to a library.

Check out documents for editing.

Delete and restore documents from document libraries.

Enable versioning on a library.

Revert a library document to an earlier version

Views provide a flexible system to display SharePoint lists and library data in an easy-to-read and easy-to-use manner. Every SharePoint list and library can have multiple views created and configured, and some list and library templates come with special views preconfigured. Views can be defined for personal use or shared use.

Lessons

Default Views

Explore Default Views

Custom Views

How to Create a Custom View

Lab 1: Creating Team Sites

Creating Team Sites

Lab 2: Creating a Blog Site

Creating a Blog Site

After completing this module, students will be able to:

Use default views built into lists and libraries.

Create personal views.

Create shared views.

Configure views.

Set the default view for a list or library.

All SharePoint content is accessed through a site. A SharePoint site is the container for lists and libraries and provides a starting point for basic administration. The content, lists, libraries, and basic look and feel of a site is initially determined by the Site Template used to create the site.

Lessons

Site Templates

Creating Sites

Creating a Team Site

Site Navigation

Managing Site Navigation

Lab 1: Creating Team Sites

Creating Team Sites

Lab 2: Creating a Blog Site

Creating a Blog Site

After completing this module, students will be able to:

Understand what Site Templates are.

Understand the different types of Site Templates that come "out of the box" with SharePoint.

Create a new site using Site Templates.

Create a Project site.

Create a Team site.

Create a Blog site.

Manage the sites listed in the top link bar.

SharePoint offers a couple of ways to add content to the pages in a site. The latest technique and the one implemented by the Team Site template is through wiki style pages. Another method that has been part of SharePoint since the beginning is the use of Web Parts and Web Part pages. Both techniques are similar in the output that can be created, and both Web Part pages and wiki pages share the ability to add Web Parts to them.

Lessons

Wiki Library Pages

Web Part Pages

Creating a Web Part Page

Working with Web Parts

Lab 1: Working with Wiki Pages

Working with Wiki Pages

After completing this module, students will be able to:

Understand what wiki pages are.

Understand what Web Part pages and Web Parts are.

Add content to the Team Site Home page.

Change the layout of the Team Site Home page.

Create a Wiki page.

Create a Web Part page.

Add Web Parts.

One method of customizing SharePoint, in a way that can be reused throughout the site or site collection or even the whole farm, is to create Site Columns and Content Types. Site columns are the simplest element; they are essentially the same as list and library columns except that you create them at the site level and then they can be used throughout that site and any child site. Content Types are a combination of Site Columns as well as additional settings and information such as document templates and workflows. Content Types, once created, can then be linked to lists and libraries.

Lessons

Site Column Gallery

Creating Site Columns

Site Content Type Gallery

Creating Content Types

Lab 1: Creating and Working with Content Types

Creating and Working with Content Types

Lab 2: Adding a Content Type to a Library

Adding a Content Type to a Library

After completing this module, students will be able to:

Understand Content Types.

Create Site Columns.

Create Content Types.

Create a document template for a Content-Type.

Assign a Content Type to a list or library.

Create new items based on a custom Content Type.

One of the nice features of SharePoint is its ability to integrate with Microsoft Office applications. Note that this chapter explores integration with Office Online products, a browser-based version of Office that allows you to create and modify office documents. There are limits and they do not perform exactly as their locally installed counterparts.

Lessons

Outlook Integration

Lab 1: Outlook Integration

Outlook Integration

After completing this module, students will be able to:

Create an alert.

Permissions on a SharePoint site are assigned when a site is created. The default is that permissions assigned to the root of a site collection are inherited by child sites. At any time, permissions inheritance can be turned off at a site, list, library, or even at the item level in a list or library. The permissions themselves can be assigned to either SharePoint groups, individual users, or groups created outside of SharePoint such as Windows groups.

Lessons

SharePoint Groups

Assigning Permissions

Permissions Inheritance

Lab 1: Working with SharePoint Permissions

Working with SharePoint Permissions

After completing this module, students will be able to:

Understand SharePoint groups.

Create SharePoint groups.

Assign permission in SharePoint.

Manage permission inheritance at the site level.

Manage permission inheritance at the list or library level.