Course Description

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.

Target Student

This course is intended for

SharePoint Site Owners
SharePoint Site Collection Administrators
SharePoint Administrators and Developers

Pre-requisites

Performance Based Objectives

After completing this course, students will be able to:

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
Work with Site Columns and Site Content Types
Configure Check out/in, Content Approval and Versioning
Create and modify pages and web part pages

Course Content

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.

Lessons

What is SharePoint?
SharePoint Administrative Roles
SharePoint Administration Options by Role

After completing this module, students will be able to:

Identify who can do what in SharePoint administration.
Navigate to site collection, site, page and list administration pages.

Module 2: Users, Groups and Permissions

This module covers the management of SharePoint users and user security.

Lessons

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

Lab : Users, Groups and Permissions

Add new users to a site
Create a permission level for Add, Edit, but not Delete
Create a new group for the site
Create a new group for granular permissions
Create a subsite with unique permissions
Set unique permissions on a library and a folder

After completing this module, students will be able to:

Manage SharePoint security using best practices.
Add new users and groups.
Create custom permission levels.
Work with Audiences.

Module 3: Site and Site Collection Features

This module covers the use of SharePoint Features to add and remove functionality.

Lessons

What is a Feature?
Activating and Deactivating Features
Commonly Used Features

Lab : Site and Site Collection Features

Add a Site Notebook to a Team Site

After completing this module, students will be able to:

Define the purpose of features.
Activate and deactivate features.

Module 4: Managing Sites and Pages

This module covers the creation and management of SharePoint sites and pages.

Lessons

Creating Subsites
Site Templates
Site Lifecycle and Site Deletion
Configuring the Look and Feel of a Site
Configuring Navigation Options
Language Settings
Adding and Managing Pages
Working with Web Part Pages
Frequently Used Web Parts

Lab : Managing Sites and Pages

Create a Project site
Create a page about an event
Create a web part page and work with web parts

After completing this module, students will be able to:

Create subsites from templates.
Configure site navigation options.
Create and edit pages.

Module 5: Working with Lists and Libraries

This module covers the use of SharePoint lists and libraries.

Lessons

SharePoint Lists and List Features
Document Libraries
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

Lab : Working with Lists and Libraries

Customizing lists and libraries
Open, edit and manage documents in Microsoft Office applications and Office Web Apps
Delete documents and recover them from the Recycle Bins
Configure and work with document versioning
Create metadata grouped views
Create a custom Calendar view on a library

After completing this module, students will be able to:

Create and customize lists and libraries.
Open and edit documents in Microsoft Office and with Office Web Apps.
Manage checked out documents.
Recover items from the Recycle Bin.
Work with document versioning.
Create views including metadata grouped views and calendar views.

Module 6: Document Management

This module explorers the document management features of libraries.

Lessons

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

Lab : Document Management

Create a Content Type for Purchase Orders
Add Content Types to a library
Configure Document Sets
Editing and managing documents in a library

After completing this module, students will be able to:

Create retention and auditing policies for a list or content type.
Create and use Site Columns, Content Types and Document Sets.
Use the Versioning, Check Out/In and Content Approval features.

Module 7: SharePoint Workflows

This module provides an overview of the SharePoint 2013 workflow features.

Lessons

SharePoint Workflows
Out of the Box Workflow Demo

Lab : SharePoint Workflows

Configuring an Approval Workflow

After completing this module, students will be able to:

Identify the differences between Out of the Box, SharePoint Designer and Visual Studio workflows.
Configure and use the out of the box Approval workflow.

Module 8: Monitoring SharePoint Activity

This module covers the use of SharePoint activity reports.

Lessons

Usage Reports
Search Reports

After completing this module, students will be able to:

Use the Site and Site Collection reports.

Module 9: SharePoint Apps (Optional)

This module provides explores SharePoint 2013 Apps.

Lessons

What is an App?
Working with Built-in Apps
The SharePoint App Store
The Corporate App Store
Request an App

Lab : SharePoint Apps

Browse the SharePoint App Store and download a free app. (Optional)

After completing this module, students will be able to:

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.

Lessons

Building online communities using SharePoint
Discussion and Moderation
Rating discussions and earning points

Lab : The SharePoint Community Site

Hands-on practice is delivered as part of the instructor™s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

Interact with other SharePoint users in discussion forums.
Rate posts and earn reputation points.