SharePoint Site Owner and Power User Boot Camp

Part 1: Introduction to SharePoint 

1. What is SharePoint?

• What is “This” SharePoint Everyone is Talking About?
  • Evolution of SharePoint – Where Did It Come From?
  • Business Case for SharePoint
  • SharePoint as a Tool in Support of Your Enterprise Vision
  • Driving SharePoint From the Top Down
  • Using SharePoint to Enable Team Collaboration and Drive Engagement
  • Understanding and Defining SharePoint Roles

1. The Five Pillars of SharePoint – Breaking Down What SharePoint Can Do For You

• Share
  • Organize
  • Discover
  • Build
  • Manage

Part 2: SharePoint Architecture for the Users

1. Web Application
2. Site Collection

• Sites With Common Tools and Features
  • Top Level Site

1. Site
2. Site Components

• Child Sites
  • Lists
  • Libraries
  • Pages
  • Look and Feel
  • Navigation

Part 3: Navigating SharePoint Sites

1. Tour of a Project Site
2. Site Components

• Suite Bar
  • Top Link Navigation
  • Quick Launch
  • Tabs and Ribbons
  • Share, Follow, Sync, Edit, Focus on Content
  • Settings (Site Actions)
  • Site Contents
  • Recycle Bin
  • Site Content Area
  • Understanding URL’s and How to Use Them to Navigate
  • IE Favorites
  • Newsfeed
  • List and Library Examples

Part 4: Working With Sites

1. Definition of a Site – Why Do We Create New Sites?
2. Site Components Revisited
3. Site Templates Explained
4. Site Settings and Features
5. Creating Sites

• Initial Settings: Title, URL, Template and default Permissions and Navigation
  • Default Layout Based on Template Selection
  • Editing Navigation: Top Link Bar and Quick Launch
  • Site Settings
  • Tree View

LAB: Creating a Site Structure – Training Center Example

1. Create a Site Collection Top Level Site
2. Default Groups and Permissions
3. Settings and Features
4. Create a Child Site – SharePoint Training
5. Simple site branding: Title, Logo, Composed Looks
6. Navigation

Part 5: SharePoint Lists

1. What are Lists
2. Using Lists to Manage Business Processes
3. List Architecture

• Content Types – Items
• Metadata

1. Importance of Metadata – Never Too Much!
   1. Columns/Fields Types

• Views

1. Available List Apps
2. Creating Apps Using List Templates

• Creating Common Lists From Templates
  • Building a Custom List
  • Importing From Excel

1. Exploring the List Toolbars
2. Working With List Data

• Creating, Modifying, and Deleting Items
  • Using the Different View Formats for Working With Items

1. Using Basic Reporting Functions: Sort and Filter
2. Working With the Tasks List App

• Parent/Child Tasks
  • Using the Timeline
  • Using the Different Views

1. Advanced List Topics

• Validating a List Column
  • Advanced Settings
  • Deleting Lists
  • Saving as a Template
  • Enterprise Keywords
  • Using Alerts

1. Working With Views

• Exploring existing Views
  • Creating a New View

1. Class Activity: Architecting a “Class Roster”

• Explain Business Requirements
• Architect the List

1. Metadata Requirements
   1. View/Report requirements

• Build the List
  • Students Interact With List
  • Create View
  • Test View

LAB: Working With Lists in the SharePoint Training Site

• Create Lists in the SharePoint Training Site
  • “Training” Tasks
  • “Training” Calendar
  • “Instructor Availability” Calendar
  • Custom “Classes” List

Part 6: SharePoint Libraries

1. What are Libraries?
2. Using Libraries to Manage Document Information Lifecycle in the Enterprise
3. Library Architecture

• Content Types – Documents
• Metadata

1. Importance of Metadata
   1. Folders vs Metadata
      1. Columns/Fields Types

• Views

1. Available Library Apps
2. Creating Apps using Library Templates

• Creating a Document Library
  • Creating a Picture Library

1. Exploring the Library Toolbars
2. Working With Documents

• Adding Content to a Document Library With No Required Metadata

1. New Document
   1. Saving Documents from Office
      1. Drag-and-Drop
   2. Upload Document
   3. Windows Explorer

• Adding Content to a Document Library With Required Metadata

1. New Document
   1. Saving Documents from Office
      1. Using Version Control
   2. Upload Document
   3. Windows Explorer
   4. Drag-and-Drop
   5. Document Control Using Check In/Check Out
   6. Using Basic Reporting Functions: Sort and Filter

• Major Versions
  • Major and Minor Versions
  • Content Approval

1. Advanced Library Topics

• Validating a List Column
  • Advanced Settings
  • Deleting a Library
  • Saving as a Template (With Content)

1. Working With Views

• Exploring Existing Views
  • Creating a New View

1. Class Activity: Architecting a “Client Records” Library

• Explain Business Requirements
• Architect the Library

1. Metadata Requirements
   1. View/Report Requirements

• Build the Library
  • Upload Documents to the Library
  • Create View
  • Test View

LAB: Working With Libraries in the SharePoint Training Site

• Create Libraries in the SharePoint Training Site
  • Create a Document Library
  • Upload documents and Create New Documents
  • Enable Version Control
  • Work With Documents With Version Control
  • Create a Picture Library
  • Upload Pictures and Work With formats

Part 7: Access Control – Permissions Management

1. Overview of Permissions and Security
2. Groups

• Default Groups
  • Creating Groups and Managing Group Membership

1. Users

• Active Directory Integration
  • Using Security Groups for SharePoint Access Control

1. Permission Levels
2. Roles-based Management

• Groups Represent Roles
  • Groups are Assigned Permission Levels

1. Where Permissions are Set

• Site, Lists and Items, Libraries and Documents

1. Inheritance
2. Using “Sharing” to Share Information
3. Access Requests
4. Best Practices

LAB: Working With Permissions and Sharing Information

• Creating a Group
• Adding Users to a Group
• Assigning Permission Levels
• Sharing a Site and a Library
• Create and Edit Permission Levels

Part 8: Enterprise Content Management

1. Importance of ECM
2. Content Types

• Site Columns
  • Content Types

1. Managed Metadata
2. Document Sets

LAB: Working With Content Types

• Creating Site Columns
• Creating Content Types
• Using Managed Metadata
• Creating Document Sets

Part 9: SharePoint and Office Integration

1. Connecting and Syncing Lists and Libraries to Outlook
2. Project Pro Integration
3. Exporting Data to Excel
4. Site Mailboxes

LAB: Connecting Lists and Libraries to Outlook

• Syncing the Task List
• Connecting a Calendar
• Connecting Contacts
• Exporting a List to Excel
• Creating a Site Mailbox

Part 10: Business Process Automation using Workflow

1. OOTB Workflow
2. Workflow Settings
3. Workflow Administration
4. Custom Using SharePoint Designer

LAB: Using Workflow

• Creating an Approval Workflow
• Creating a Three-State Workflow
• Creating a Custom Workflow to Manage Documents

Part 11: Focus on Collaboration Tools to Drive Engagement

1. Surveys
2. Wiki
3. Blog
4. Newsfeed
5. About Me
6. Communities

LAB: Using the Collaboration Tools

• Creating a Survey
• Creating a Wiki for Procedures Manual
• Creating a Blog
• Creating Your “Profile” / About Me
• Using the Newsfeed
• Following Colleagues, Documents, and Sites
• Creating a SharePoint User Group Community

Part 12: Designing a SharePoint Site to Drive Collaboration

1. Pages

• Page Types
  • Choosing the Right Page Type
  • Creating Pages

1. Web parts

• What are Web Parts
  • Using the Common Web Parts
  • Web Part Properties

1. Page Design

• Creating Pages
  • Page Layout
  • Placing Components on Your Page

LAB: Designing your Team Site

• Planning Your Page
• Creating a New Page
• Place Components and Web Parts on the Page
• Moving Items Around on a Page
• Best Practices

The target audience for this class includes users tasked with driving SharePoint from the day-to-day creation and management of information to driving user adoption and engagement. The audience for this class would be the following SharePoint roles:

• Site Owner
• Content Editor
• Information Manager
• Site Administrator, Site Collection Administrator
• Project Manager
• Team Supervisor
• Librarian
• Any End User who needs a deeper dive into SharePoint 

Keep in mind that your organization may have coined its own roles, but these are the commonly used roles within a SharePoint ecosystem. This class is targeted to users as opposed to administrators. The Farm Administrator and SQL DBA roles are not covered in this class.