M55050 – SharePoint 2013 End User Level I

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  • Code: M55050
  • Duration: Days 3
  • Price per delegate: £995.00 +VAT

Trained over 60000 delegates

Course delivered by industry expert instructors

Highly competitive pricing


Course Description

This 3-day Instructor Led course Explores all the basic end user features of SharePoint 2013 including all basic lists and sites (aka "Apps").  Learn to assign basic and advanced permissions.  Explore the new project and community sites as well as how to work with the new social features of My Sites.  Building and sending search queries is also covered.

Target Student

Business users and anyone that works with SharePoint sites on a regular basis.


Before attending this course, students must have:
  • Basic understanding of web sites and SharePoint sites

Performance Based Objectives

After completing this course, students will be able to:

Understand and work with SharePoint Lists, List Management tasks, Permissions and basic SharePoint Foundation sites, My Sites, Newsfeeds and Search queries.

Course Content

Course OutlineModule 1: Overview

A simple introduction module.
After completing this module, students will be able to:

    Understand your course, classroom, classmates, facility and instructor.

Module 2: SharePoint Introduction

In this module, we are going to answer the all important questions of What and Why should we be using SharePoint.
We are also going to look at several of the new and exciting features of SharePoint 2013!


    What is SharePoint?
    Why SharePoint?
    What™s New in SharePoint 2013
    Driving End User Adoption

After completing this module, students will be able to:

    Describe the site topology components of SharePoint
    Describe the new features and capabilities of SharePoint 2013 as compared to older versions
    Describe what business problems SharePoint can address

Module 3: Collaboration Experience

In this module we take a look at the site creation process, common features of the basic team site, advanced features of a Team Site and the new features of SharePoint 2013.
We will also take a look at the new features introduced in SharePoint 2013 from a collaboration and UI perspective.


    Site Structure
    Basic SharePoint Features
    New SharePoint Features

Lab : SharePoint 2013 UI

    Explore 2013 UI Changes

After completing this module, students will be able to:

    Describe the new UI features of SharePoint 2013
    Understand how the Ribbon works
    Understand how to use the new callouts feature

Module 4: Lists

In this module, we are going to take a look at lists from a end user standpoint, but also very quickly from a database standpoint as well.  We will talk about all the basic SharePoint Lists and the new lists in SharePoint 2013 and what things have changed when working with any type of list.


    List Views
    SharePoint 2013 Features

Lab : Document Library

    Create a Document Library
    Create Documents and Folders
    Explore Callouts
    Uploading Documents
    Explorer View

Lab : Form Library

    Create a Form library
    Create an InfoPath Form
    Publish a Form

Lab : Wiki Pages

    Create Wiki Page Library
    Add Wiki Pages
    Editing Wiki Pages

Lab : Picture Library

    Create a Picture Library
    Upload Pictures
    Picture Views
    Referencing Pictures

Lab : Report Library

    Create a Report Library
    Create a Report
    Upload a Report
    Run a Report
    Report History

Lab : Data Connection Library

    Create a Data Connection Library
    Create/Upload an Office Data Connection (ODC)
    Create/Upload an Universal Data Connection (UDC)

Lab : Asset Library

    Create an Asset Library

Lab : Surveys

    Create a Survey
    Create Questions
    Change question ordering
    Branching Logic
    Fill out the survey
    Anonymous Surveys?

Lab : Custom Lists

    Create a Custom List
    Add One Of Each Column Type

Lab : General Lists

    Create an Announcement List
    Create a Contact List
    Create a Discussion Board
    Create a Links List
    Create a Calendar
    Create an Issue Tracking List

Lab : Promoted Links

    Creating Promoted Links App
    Using the Promoted Links App

Lab : Views

    Creating Views (Standard, DataSheet, Access)
    Adding/Ordering Columns
    Sorting Data
    Filtering Data
    Grouping Data
    Totaling Data
    Setting Style
    Item Limits
    Enabling  View
    Datasheet Metadata Editing

Lab : Business Connectivity Services and External Content Types

    Explore External Content Types
    Create a new External Content Type
    Create an External List
    Setup and Configure Permissions for External List
    Add items to an External List

Lab : GeoLocation Field

    Adding a GeoLocation Field

After completing this module, students will be able to:

    Understand when to use a List and when to use a Database
    How to create and use the various lists in SharePoint
    Adding list columns to tag your content with metadata
    How to use and create Document Sets
    Learn to create External Content Type Lists

Module 5: List Management

We explored the types of lists that come out of the box in the last module.  In this module, we will explore how to manage those lists!


    Basic List Management
    Advanced List Management

Lab : List Management

    RSS Feeds
    Check out/Check In
    Document/Item Properties
    Site Columns
    Content Types
    Document Information Panel
    Versioning/Version History
    Content Approval

Lab : Advanced List Management

    Multi-Document Actions
    Turn On Document Sets
    Column Level Validation
    List Level Validation
    Content Ratings
    Audience Targeting
    Metadata Navigation
    Document ID Service
    Generate file plan report
    Record declaration settings

Lab : Email Enabled Lists

    Email Enable A List
    Send an Email to a List

Lab : Alerts

    Create a List Alert
    Create an Item Alert
    Use Alerts
    Manage Alerts

After completing this module, students will be able to:

    Track and Manage Versioning
    Use Check in and Check out
    Enable List Item ranking via Likes and Rating Scales
    Multi-Document Actions
    Use ColumnList Level Validation
    Use Content Ratings
    Use Audience Targeting
    Use Metadata Navigation
    Use Manage Item Scheduling
    Use Document ID Service
    Use file plan reports
    Use Record declaration settings

Module 6: Permissions

In this module we take a look at SharePoint permissions.  We will learn about SharePoint groups, permission levels, permissions and explore the new Permission Finders.


    SharePoint Permissions

Lab : SharePoint Permissions

    Review Default Groups
    Add Users to a Site
    Requests for Access
    Understand Security Trimmed Interface
    Create New Groups
    Create Custom Permission Level
    Explore Site/List/Item Permission Inheritance
    Permission Checker

After completing this module, students will be able to:

    Describe where usernames and domain groups come from
    How to create and manage SharePoint Groups
    Implement access requests
    What a permission level is
    How to assign permissions to a user or group
    How to break and re-enable inheritance
    What is means to say permissions are cumulative
    Understand that SharePoint has no deny
    How to use the Permission Checker
    How to use the Sharing feature

Module 7: Foundation Site Definitions

In this module we are going to review the SharePoint Foundation site definitions.


    Creating Sites
    SharePoint Foundation Sites

Lab : SharePoint Foundation Definitions

    Create Sub Sites (Team Site)
    Create/Use a Blog Site
    Create/Use a Wiki Site
    Delete a Site
    Restore a Site

Lab : New SharePoint Sites

    Create a Project Site
    Create a Community Site
    Work with Badges & Reputation
    Enable Offensive Content Reporting

After completing this module, students will be able to:

    Work with team, blog and wiki sites
    Understand how to create a project and community site
    Learn to work with a community site (reputation, content moderation, badges, etc)

Module 8: Office Integration

In this module we are going to take a look at how SharePoint and Office interact with each other and how they handle mobile devices.


    Web Applications
    Office Integration

Lab : Office Integration

    Outlook Offline Document Libraries
    Viewing Calendars
    Syncing Tasks
    Viewing Contacts
    Excel Data Reporting
    Access Data Reporting
    SkyDrive Pro

Lab : Office Web Applications

    Explore Office Web Applications
    Create and Edit Word documents in Browser
    Create and Edit PowerPoint document in Browser
    Create and Edit OneNote document in Browser
    Office Web Apps and Search
    Multi-User Editing

Lab : Access Services

    Explore Access Services

Lab : Visio Services

    Explore Visio Services

Lab : Site Mailboxes

    Exchange Setup
    Creating Site Mailboxes

Lab : My Tasks

    Understand Work Management Task Aggregation
    Explore My Site™s My Tasks
    Exchange Opt-In Task Sync

Lab : Site Notebook

    Enable a Site Notebook
    Work with the Site Notebook

Lab : Information Rights Management

    Enable Information Rights Management on a Library
    Test IRM

Lab : Machine Translation

    Use Machine Translation in Office Web Apps
    Use Machine Translation in Office Client

After completing this module, students will be able to:

    Describe how SharePoint integrates with Office apps (Outlook, Excel, Access)
    How to work offline with documents
    How to describe and use Office Web Applications (In browser editing, multi-user editing)
    How to describe and use Access and Visio Services
    How to use Site Mailboxes and Site Notebooks
    How to setup Information Rights Management (IRM)

Module 9: My SiteIn this module we will review the new Social Computing features in SharePoint 2013 and how My Sites has been completely redesigned to support social.Lessons

    My Site
    What Is Social Computing

Lab : My Site

    Create Your My Site
    Hashtags & Mentions
    User Profile
    Notification Settings
    My Blog
    My Tasks

After completing this module, students will be able to:

    Describe what a My Site is
    How to create and modify a My Site
    How to work with My Site social networking features (Newsfeeds, Following, Hashtags and Mentions)
    How to protect yourself in the Social Computing realm

Module 10: Search

In this module you will learn how to effectively query the Search Index to find items you are looking for.


    Performing Queries

Lab : Performing Search Queries

    Performing simple KQL Queries
    Performing complex KQL Queries
    Performing People Searches

After completing this module, students will be able to:

    Perform effective Keyword Queries
    Perform effective People Searches