This two day class is designed for information workers or power users who serve as SharePoint Site Owners or Site Collection Administrators. Students should take this course if they need to know how to manage the team collaboration, document management and social features of Microsoft SharePoint 2013. This class is an excellent prerequisite for IT Professionals who work as SharePoint Server Administrators attending 20331: Core Solutions of Microsoft SharePoint Server 2013. This class can be delivered using Site Collections on an in-house server, virtual machines or Office 365.
- SharePoint Site Owners
- SharePoint Site Collection Administrators
- SharePoint Administrators and Developers
Strong SharePoint 2010 or 2013 end user skills or have attended “Introduction to SharePoint 2013 for Collaboration and Document Management” or similar
At Course Completion
At Course Completion
- Manage Sites and Site Collections
- Add users and groups and manage site, list, folder and item security
- Add and configure web parts
- Configure site options including theme, title, description and icon
- Configure site navigation
- View site activity reports
- Customize lists and libraries
- Configure Check out/in, Content Approval and Versioning
- Create and modify pages and web part pages
Module 1: The Role of the Site Owner
This module provides an introduction to the topics covered in the class, introduces SharePoint terminology and gets a start in navigation.
What is SharePoint?
SharePoint Administrative Roles
SharePoint Administration Options by Role
Module 2: Users, Groups and Permissions
This module covers the management of SharePoint users and user security.
SharePoint Security Best Practices
Users and Groups
Adding Users and Groups
Adding Site Collection Administrators
Permissions and Permission Levels
Creating Custom Permission Levels
Configuring List and Library Permissions
Working with Audiences and Content Filtering
Managing User Alerts
Module 3: Site and Site Collection Features
This module covers the use of SharePoint Features to add and remove functionality.
What is a Feature?
Activating and Deactivating Features
Commonly Used Features
Module 4: Managing Sites and Pages
This module covers the creation and management of SharePoint sites and pages.
Site Lifecycle and Site Deletion
Configuring the Look and Feel of a Site
Configuring Navigation Options
Adding and Managing Pages
Working with Web Part Pages
Frequently Used Web Parts
Module 5: Working with Lists and Libraries
This module covers the use of SharePoint lists and libraries.
SharePoint Lists and List Features
Libraries vs. Lists with Attachments
Adding Columns to Lists and Libraries
Column and Item Validation
Enterprise Metadata and Keywords Settings
Creating List and Library Views
Working with Office Web Apps
Organizing Content Using Folders and Metadata
Picture, Asset and Other Libraries
Working with the Recycle Bin
Configuring RSS Feeds
Configuring Incoming Email
About Tags and Notes and Ratings
Module 6: Document Management
This module explorers the document management features of libraries.
Information Management Policy Settings
Auditing List and Document Activity
Working with Site Columns and Content Types
Built-in Content Types
Managing Business Content Using Content Types
Using Document Sets
Using the Content Organizer
An Overview of Records Management
Module 7: SharePoint Workflows
This module provides an overview of the SharePoint 2013 workflow features.
Out of the Box Workflow Demo
Module 8: Monitoring SharePoint Activity
This module covers the use of SharePoint activity reports.
Module 9: SharePoint Apps (Optional)
This module provides explores SharePoint 2013 Apps.
What is an App?
Working with Built-in Apps
The SharePoint App Store
The Corporate App Store
Request an App
Identify the different kinds of SharePoint Apps.
Browse the App stores and add an App
Module 10: The SharePoint Community Site (Optional)
This module covers the use of the SharePoint 2013 Community Site.
Building online communities using SharePoint
Discussion and Moderation
Rating discussions and earning points