Duration: 4 Days
This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites, whether you're using SharePoint Online through Office 365, or SharePoint 2016 on-premises. Your goal is to learn how to make SharePoint relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues. During the class you will also learn best practices and ‘what not to do’ as you watch live, interactive demonstrations and put theory into practice with hands on exercises.
- Module 1: An Introduction to SharePoint 2016
- Module 2: Creating Sites
- Module 3: Creating and Managing Web Pages
- Module 4: Defining Business Information and Retention
- Module 5: Adding and Configuring Apps
- Module 6: Building Processes with Workflow
- Module 7: Customising Security
- Module 8: Communicating with Social Tools
- Module 9: Working with Search
- Module 10: Building Business Scenarios
Module 1: An Introduction to SharePoint 2016
Let’s get started with SharePoint 2016 by letting you know about its fantastic selection of features. We will demonstrate popular uses of SharePoint 2016 to manage and share content, create engaging web page, automate business processes and make good business decisions with Business intelligence.
We will also discuss who will be the typical users in 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 with the potential that SharePoint 2016 has to offer an end user.
- An Overview of SharePoint 2016
- Central Repository for Information
- Web Content Management
- Team Collaboration
- Social Computing
- Business Intelligence
- SharePoint Versions
- Roles in SharePoint
- Site Visitors
- Site Members
- Site Owners
- Site Collection Administrator
- Farm Administrator
- Security Trimming
Module 2: Creating Sites
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 sites 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.
- An Introduction to Site Topology
- When to Create a Site and Where?
- How to Create a New Site
- Site Templates
- Navigating SharePoint Sites
- Applying Custom Themes to a Site
- Building the Site Navigation Bar
- Deleting Sites
- Recovering Deleted Sites
Module 3: Creating and Managing Web Pages
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 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 web sites, 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.
- Introducing Wiki Pages
- Adding Wiki Pages
- Adding Rich Content to Wiki Pages
- Promoted Links
- Adding and Modifying Web Parts
- Deleting Wiki Pages
- Introducing the Publishing Site
- Create and Edit Publishing Pages
- Using Page Layouts
- Web Page Metadata
- Site Collection Images
- Reusable Content
- Web Page Approval
- Scheduling Pages
Module 4: Defining Business Information & Retention
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.
- Managed Metadata Service
- An Introduction to Content Types
- Create & Manage Content Types
- Content Type Settings
- Using Content Types in Apps
- The Content Type Hub
- Deploying Content Types
- Information Management Policies
- The Records Center
- The Content Organizer
- Document IDs
- In Place Records Management
Module 5: Adding and Configuring Apps
Apps are required to store information such as events, contacts and files in a site. SharePoint provides a selection of apps for different scenarios, all with the option to be customised for a specific business requirement. Apps can be broken down into Lists, Libraries and Market Place Apps.
In SharePoint 2016 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 2016 platform.
Finally, this module provides an essential overview of the Microsoft products which are most commonly used in conjunction with SharePoint 2016 and discusses the advantages of each program when combined with SharePoint.
- Adding List & Library Apps
- Managing List & Library Settings
- Create and Manage App Columns
- Adding Site Columns
- Create and Manage Public Views
- Working with Document Sets
- Creating App Templates
- Office 2016 Integration with SharePoint Apps*
- On Premises Apps
- SharePoint Marketplace Apps
- Popular List & Library Templates
- Add, Modify, Upload, and Delete Content in Apps
- Sort and Filter Content
- Personal Views
- Using Alerts in Apps
* Office Integration
- Integration with Microsoft Office
- Outlook 2016
- SharePoint Designer 2013
- InfoPath Designer 2013
- OneDrive for Business
Module 6: Building Processes with Workflows
Workflows are a powerful efficiency tool which can be used to organise 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.
- An Introduction to Workflows
- Workflow Scenarios
- Creating Workflows
- Configuring Workflow Settings
- Adding Workflows
- Removing Workflows
- Third Party Workflow Tools
Module 7: Customising Security
Security is an important element of any site. You will see instructor-led demonstrations of the best practises for adding and removing colleagues from your site and defining their level of access. As a site owner, you can customise permission levels. This means that you can create levels of access that are aligned with the responsibilities of your sites users. An example of this would be allowing a group of users the ability to upload content but not delete content.
- An Introduction to Security
- Access Requests
- Share Sites and Files
- Approving Access Requests
- Creating Permission Levels
- Creating Groups
- How Inheriting Security Works
- Securing Apps, Folders, Files/Items
- Managed Metadata Security
- OneDrive Security
Module 8: Communicating with Social Tools
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.
- An Introduction to Social Tools
- Updating your Profile
- Blog Sites
- Community Sites
- Community Portal
- Skype for Business
Module 9: Working with Search
SharePoint provides the ability to store vast amounts of content in a variety of locations. This module covers a set of tools which help you to efficiently locate the information you need.
- Searching in SharePoint 2016
- Search Criteria
- People Search
- How Search Works
- Promoted Results
- Search Web Parts
- How Can Search be Customised?
Module 10: Building Business Scenarios
During the class you have seen, discussed and tested many SharePoint components. Before you head home, now is your chance to connect these building blocks together and create an entire SharePoint site based on a real world scenario. This is an opportunity to test yourself and ask questions of your instructor.