SharePoint 2013 Power User
Overview
Prerequisites
This course is aimed at delegates that have had no previous exposure to SharePoint 2013 or delegates that are very new to SharePoint 2013. No previous experience is necessary. This course incorporates all of the modules from our SharePoint 2013 Collaboration for End Users and SharePoint 2013 Site Management for End Users classes, which are also available as individual 2-day classes.
Introduction to SharePoint 2013
This module highlights the uses and benefits of SharePoint 2013. Using SharePoint 2013 as a central repository, managing web content, for team collaboration, expansive searching, social networking, automation and as a business intelligence centre. Also covered is the diversity of the product versions and what functionality they include. We will also discuss how we will use a realistic scenario throughout the course that will help the delegates to relate to the content. The following topics are also covered:
Overview of SharePoint 2013
Central Repository for Information
Web Content Management
Team Collaboration
Search
Social Computing
Workflows
Business Intelligence
SharePoint Versions
The Training Scenario
Finding Content
SharePoint provides the ability to store vast amounts of content in a variety of locations. This module covers a set of tools which help users efficiently locate the information they need.
Navigation
Search
Search Index
Refinements
Best Bets
Advanced Search
People Search
Working with Lists
Lists serve as the structure for calendars, discussion boards, contacts, and tasks in SharePoint 2013. This module explains the concept of lists, and then reviews popular out-of-the-box options. The operative differences of each option are highlighted through Instructor-led demonstrations. Students learn effective ways to use and contribute to lists. Demonstrations of filters and views highlight usability and efficiency. The following topics are also covered:
How to Add and Modify Content
Overview of Default Lists and List Templates
Add, Modify, and Delete Content in SharePoint 2013 Lists
Sort and Filter Content
Advanced List Features
Use Default and Custom Views
Connect a List to Microsoft Outlook
Working with Libraries
A document library is a location on a site where you can create, collect, update, and share files with other people. This module explains the benefits of using a library and teaches the student how best to work with documents in a library. Also discussed are how collaborators can use various document management features such as Document ID’s, Document Sets and the Content Organizer. The following topics are covered:
Introduction to document libraries
Uploading, creating and deleting documents
Working with folders and document sets
Working with documents in a library
Working with document properties
Document Management Features
Document IDs
Document Sets
The Content Organizer
Using document workflows
Working with Publishing Features
SharePoint 2013 has a wide array or rich Web Content Management features that can be utilised to support an internet facing site. This module provides delegates with a basic understanding of the options available in a publishing site and the advantages these can bring to successfully managing a public site or intranet portal.
Introducing the Publishing Site
Site Collection Images
Reusable Content
Working with Publishing Pages
Using Page and Site Templates
Office integration Features
To take full advantage of many features which SharePoint 2013 has to offer, we need to understand SharePoint's relationship with other Microsoft Office applications. This module provides an essential overview of the Microsoft products which are most commonly used in conjunction with SharePoint 2013 and discusses at an overview level the advantages of each program when combined with SharePoint, including:
Access 2013
Excel 2013
PowerPoint 2013
InfoPath 2013
Outlook 2013
SharePoint Designer 2013
SkyDrive Pro
Advanced Document Library features
This module covers a selection of topics which are new to SharePoint 2010 and provide facilities to help users find, organise and store content. Document IDs provide a method for referencing documents to make them easier to find and share. Document Sets enable users to group related documents in a similar way to folders but with several additional benefits. The Content Organizer is a system which can automatically route content to the correct location within SharePoint dependant on preset rules. The following topics are covered:
Introduction to Document IDs
Configuring Document IDs
Introduction to Document Sets
Configuring Document Sets
Creating Rules
Leveraging Social Content in the Business
This module covers a selection of topics on the various social networking facilities that are available in SharePoint 2013. These features are a new way for SharePoint users collaborate and the successful promotion of these social networking features can really boost business performance. The following topics are covered in this module:
Introduction Social Networking
My Sites
The Organisational Chart
The News Feed
Tags & Notes
Site Owner Responsibilities
Site owners are trusted with functionality that would normally be available to developers. As a responsible site owner it is integral to know what your responsibilities are and what are the best practices. This module leads the site management course by discussing the delegates role in creating sites, reasons for creating sites and the importance of securing the site before adding content. The following topics are covered:
Responsibilities of a Site Owner
Reasons for Creating a Site
When to Secure a Site
Site Content Ownership
Creating and Managing Sites
Fundamentally, site collections are composed of sites and different types of pages. In this module students will create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:
Introduction to Site Topology
When to create a site and where?
How to Create a new Site
Site Templates
Meeting Workspaces
Blogs
Site Settings
Deleting Sites
Permissions and Security
Security is an important element of any site collection. This module includes Instructor-led demonstrations of default groups. Thorough coverage of the use, creation, and application of custom permission levels provide students with comprehensive knowledge about the creation and management of sites. We also focus on security management best practices. The following lessons are covered:
Introduction to Security in SharePoint 2013
Permissions, Permission Levels and SharePoint Groups
Manage User Access to SharePoint Site
Manage SharePoint Groups and Users
Breaking Permissions Inheritance within the Site
SharePoint Security Best Practices
Adding and Configuring Apps
Maintenance and use of lists apps and library apps are one of the site owner’s primary responsibilities. Well-constructed lists and libraries save users time and frustration, which translates to an effective gain for organisations. This module covers elements such as views, columns and managed metadata which are fundamental to this construction. Versioning and other library settings which can serve to enhance a list or library are also taught in this module. An introduction to on premise and SharePoint Marketplace apps is also included in this module. The following lessons are covered:
Using list and library apps
Managing list & library properties
Creating list templates
Creating & managing columns
Site columns
Creating & managing views
Managed metadata
Configuring advanced list & library settings
On premise apps
SharePoint Marketplace apps
Adding & Managing Workflows
Workflows are a powerful efficiency tool which can be used to organise and track process driven tasks. In this course, application and customisation of these workflows is demonstrated using real world examples, as well as investigating how Visio and SharePoint Designer can be used to enhance the experience. Students are given the opportunity to build workflows and track workflow tasks. The following lessons are covered:
Introduction to workflows
Workflow scenarios
Creating workflows
Configuring workflow settings
Deploying workflows
Creating workflows from MS Visio 2013
Extending workflows with MS SharePoint Designer 2013
Creating & Managing Content Types
Configuration of Content Types allows Site Collection Administrators and Site Owners to group attributes such as metadata, workflows and document templates into functional components. These Content Types can be managed in a dedicated site collection so that they can be shared across the entire SharePoint farm. This functionality allows for an enhanced user experience and reduced administrative overhead. The following lessons are also covered:
Introduction to content types
Creating & managing site content types
Content type settings
Document Sets
The Content Type Hub
Deploying content types
Document Lifecycle Management
SharePoint supports an array of features to support the process of controlling the governance of documents in a business. This module will introduce delegates to the records center, information management policy settings and how to use workflows and the content organizer to manage document lifecycles. The following lessons are covered:
An introduction to governance
Information management policy settings
Disposition workflows
The records center
The content organizer
Site Customisation
Fundamentally, site collections are composed of sites, basic pages, and Web Part pages. In this module students will create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:
Adding Pages to your SharePoint Site
Adding and Modifying Web Parts
Deleting Pages
Look and Feel Settings
Modifying Navigational Components
Creating Site Templates
The course either has new dates in data loading, or is only run as a dedicated or In Company course.