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

2. 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

3. Sites With Common Tools and Features

• Top-Level Site

4. Site

5. Site Components

6. 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

Navigation

Part 5: SharePoint Lists

1. What are Lists

2. Using Lists to Manage Business Processes

3. List Architecture

• Content Types – Items
• Metadata

4. Importance of Metadata – Never Too Much!

• Columns/Fields Types
• Views

5. Available List Apps

6. Creating Apps Using List Templates

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

7. Exploring the List Toolbars

8. Working With List Data

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

9. Using Basic Reporting Functions: Sort and Filter

10. Working With the Tasks List App

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

11. Advanced List Topics

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

12. Working With Views

• Exploring existing Views
• Creating a New View

13. Class Activity: Architecting a “Class Roster”

• Explain Business Requirements
• Architect the List

14. Metadata Requirements

• 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

4. Importance of Metadata

• Folders vs Metadata
• Columns/Fields Types
• Views

5. Available Library Apps

6. Creating Apps using Library Templates

• Creating a Document Library
• Creating a Picture Library

7. Exploring the Library Toolbars

8. Working With Documents

• Adding Content to a Document Library With No Required Metadata

9. New Document

• Saving Documents from Office
• Drag-and-Drop
• Upload Document
• Windows Explorer
• Adding Content to a Document Library With Required Metadata

8. New Document

• Saving Documents from Office
• Using Version Control
• Upload Document
• Windows Explorer
• Drag-and-Drop
• Document Control Using Check In/Check Out
• Using Basic Reporting Functions: Sort and Filter
• Major Versions
  • Major and Minor Versions
• Content Approval

9. Advanced Library Topics

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

10. Working With Views

• Exploring Existing Views
• Creating a New View

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

• Explain Business Requirements
• Architect the Library

12. Metadata Requirements

• 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

3. Users

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

4. Permission Levels

5. Roles-based Management

• Groups Represent Roles
• Groups are Assigned Permission Levels

6. Where Permissions are Set

• Site, Lists and Items, Libraries and Documents

7. Inheritance

8. Using “Sharing” to Share Information

9. Access Requests

10. 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

3. Managed Metadata

4. 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

2. Web parts

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

3. 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.

Professionals who may benefit include:

• 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.

• Use Lists to create, edit and delete team information such as Tasks and Calendars
• Use Views to create reports to find the information you are looking for
• Architect Libraries to work on documents with your team more efficiently and how to manage information lifecycle with version control
• Classify and categorize your documents
• Use Tagging and Following to make information more findable.
• Use the Newsfeed to brainstorm, discuss and ideate with your team members
• Become a member of a Community and how to bring value to your team by driving engagement
• Create rich and informative Team Site portals by creating pages and utilizing the SharePoint Web Parts