Course Description
This course provides the most comprehensive and in depth look into
SharePoint 2013 for both site members and Site administrators. This
course is developed in-house and is taught by instructors and authors
who have extensive knowledge experience. The hands-on labs will
familiarize students with the many of the new features and enhancements
that make SharePoint 2013 the best offerings to date. Site members will
learn how to navigate and best utilize SharePoint 2013 to their
advantage. Site administrators will learn to better implement and design
SharePoint sites and libraries to promote user adoption and usage.
Audience
- This course is intended for new and existing end users and business users of SharePoint 2013.
Prerequisites
- Students should have an understanding of the Windows Operating
systems, Internet Explorer, and the Microsoft Office suite of products.
At course completion, students will be able to:
- Understand new features of SharePoint 2013
- Navigate SharePoint 2013
- Search for content in SharePoint 2013
- Overview of Site Collections
- Create sites in SharePoint 2013
- Configure Lists in SharePoint 2013
- Understand Libraries
- Customize SharePoint Sites
- Configure SharePoint Libraries
- Understand Site, Library and Content Information Management
- Manage Users and Permissions
- Apply workflows in SharePoint 2013
- Manage metadata
- Implement social features
- Understanding and utilizing search
Course Outline
Module 1 – Introduction to SharePoint and Overview of New Elements
SharePoint
2013 brings forward many of the tools that we know and love from
SharePoint 2010, along with many new features. This module discusses new
elements to help users migrating to SharePoint 2013 quickly get up to
speed with new terminology, and make the best use of the newest tools
including:
- Introduction to SharePoint 2013
- Increase Productivity
- Improvements to SharePoint 2013 Sites
- Social Computing Improvements
- The Newsfeed
- SharePoint 2013 New Features
- Web Content Management
- SharePoint 2013 Apps
Module 2 – Navigating SharePoint 2013
This module
will introduce students to New Social and Navigational Features of
SharePoint 2013. This module will also show how to modify navigational
properties within sites as well as the Top Link Bar and Quick Launch
Settings.
- Navigating SharePoint 2013
- Top Link Bar
- Quick Launch
- Metadata navigation
- SharePoint 2013 Social and User Tools
Module 2 Labs
- Navigating SharePoint
- Using Breadcrumbs
- Enabling Tree View
- Adding links to the Quick Launch Menu and Top Link Bar
- Syncing a Library
- Sharing a site
Module 3 – Searching for Content in SharePoint 2013
SharePoint
2013 provides many improvements to the search feature and architecture.
This module will introduce students to the Search Center Site Template
and many of the new search result enhancements. Some notable
improvements include Result types, Search Refinements and many User
interface and refinement improvements.
- Searching for Content in SharePoint 2013
- Search Center Site Improvements
- Result Types and Query Rules
- Search Refinements
Module 3 Labs
- Using SharePoint 2013 Search
- Using Search Refinements
- Finding Content
Module 4 – Creating Sites in SharePoint 2013
This
module will introduce focuses on SharePoint Sites and Workspaces,
including New SharePoint Site Templates, Publishing Site Templates and
Site Closure and Deletion Policies Student will have an opportunity to
create manage and maintain several sites and sub sites.
- SharePoint 2013 Site Templates
- Creating Sites and Workspaces
- Publishing site Templates
- Site Closure and Deletion
Module 4 Labs
- Creating Sites
- Moderating Community Site Information
- Configuring Site Closure and Deletion
- Creating a Document Center
- Using a Project Site
Module 5 – Configuring Lists in SharePoint 2013
This
module will introduce students to Apps in SharePoint 2013 and how to
add different apps to SharePoint sites. As well student will learn how
to modify views and apply them to public and private views.
- SharePoint Apps
- SharePoint 2013 List improvements
- Task List Improvements
Module 5 Labs
- Creating and Managing Lists
- Modifying List views
Module 6 – Introduction to SharePoint 2013 Libraries
In
this module students will learn about new SharePoint 2013 Library
features and keeping informed about content related to them or their
team. It will also show Content management techniques such as Document
Sets, Library and Item Alerts and RSS Feeds.
- SharePoint 2013 Library Features
- Keeping Informed
- Office Integration
- Creating and Modifying Views
- Digital Asset management
Module 6 Labs
- Creating Libraries
- Creating a Document Library
- Using the Drag and Drop feature
- Adding New Content
- Managing Content
- Configuring Office Integration
- Connecting to Outlook
Module 7 – Customizing SharePoint Sites
After
completing this module, students will be able to Change the theme of
their site. They will also learn how to Add, Move and modify lists and
other Web Parts on a page as well as change images and site branding
settings on the home page.
- Customizing SharePoint Sites
- Changing site themes
- Customizing Site using web parts
- Configuring Web Parts and App Parts
Module 7 Labs
- Customizing SharePoint Sites
- Customizing the Site Theme
- Modifying Pages with Web parts
- Saving Site Templates
Module 8 – Advanced Library Configuration
Maintenance
and creation of libraries are a site owners primary responsibilities.
Well-constructed libraries save users time and frustration, which
translates to an effective gain for organizations by helping with user
adoption. This module covers elements such as views, versioning and
other library settings that can serve to enhance a library.
- Library Administration
- Advanced Library Settings
- Managing Content Types
- Using the Content Organizer
Module 8 Labs
- Advanced Library Configuration
- Managing Content
- Using the Content Organizer
- Adding Columns using Quick Edit
- Configuring Document ID’s
Module 9 – Information Management
Information
management policies can help enforce compliance with legal and
governmental regulations as well as internal business processes.
Students will learn the following topics:
- Site, Library and Content Information Management Policies
- Retention Policies
- Auditing Content
- Barcodes and Labels
Module 9 Labs
- Configuring Information Management Polices
- Adding Information Management Policies to Content Types
Module 10 – Managing Users and Permissions
Security
is an important element of any SharePoint Environment. Thorough
coverage of the use, creation, and application of custom permission
levels provide students with comprehensive knowledge about the creation
and management of site permissions. This module also focuses on security
management best practices. The following lessons are covered:
- Best Practices for SharePoint Permissions
- SharePoint Default Groups
- Managing SharePoint Users and Groups
- Configuring Permissions Levels
- Checking Permissions
Module 10 Labs
- Configuring users and Permissions
- Sharing Sites
- Adding Users to SharePoint Groups
- Blocking Policy Inheritance
- Checking Permissions
- Creating Custom Permissions levels
Module 11 – SharePoint 2013 Workflows
Workflows
are a powerful efficiency tool that can be used to organize and track
process driven tasks. In this module, application and customization of
these workflows is demonstrated using real-world examples.
- New SharePoint 2013 Workflows
- Using built-in SharePoint workflows
- Overview of SharePoint Designer
Module 11 Labs
- Configuring Workflows
- Adding a Workflow to a library
- Adding workflows to content types
Module 12 – Managing Metadata
SharePoint metadata
management supports a range of approaches to metadata, from formal
taxonomies to user-driven folksonomies. Users can implement formal
taxonomies through managed terms and term sets. They can also use
enterprise keywords and social tagging, which enable site users to tag
content with keywords that they choose. Student will learn the following
topics:
- Taxonomies to Folksonomies
- Managing Enterprise metadata
- Managing terms and term sets
- Using Enterprise Keywords
Module 12 Labs
- Using Managed Metadata
- Configuring Metadata Navigation
Module 13 – SharePoint 2013 Social
This module
takes the student through the new social features that have been
improved greatly in the My Sites, Tags, Notes, and Ratings areas. The
Newsfeed greatly improves information tracking and collaboration. The
following lessons are covered:
- New Social Features
- Editing User information
- Customizing the newsfeed
- Sharing Documents and Sites
- Syncing information with SharePoint
- Keeping Track of Tasks
Module 13 Labs
- SharePoint 2013 Social Features
- Configuring Social Feature
- Adding Tags and Mentions
Module 14- SharePoint 2013 Search
SharePoint 2010
provides the ability to store vast amounts of content in a variety of
locations. This module covers the major search improvement in SharePoint
2013 which will help users efficiently locate the information they
need, when they need it.
- Search and Relevance Improvements
- Query Rules
- Result Sources
- Promoted Results and Enterprise Keywords
- Filters and Queries
- Changes in Crawling
Module 14 Labs
- SharePoint Search Administration
- Query Rules and Promoted Results
- Adding Keywords