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This class is designed for information workers or power users who serve as SharePoint Site Owners or Site Collection Administrators. Students will learn how to manage the team collaboration, document management and social features of SharePoint 2013.

Length Days: 2 | Length Hours: 16

PREREQUISITES

Before attending this course, students must have strong SharePoint 2010 or 2013 end user skills or have attended “Introduction to SharePoint 2013 for Collaboration and Document Management” or similar.

Target Audience

This course is intended for…

• SharePoint Site Owners

• SharePoint Site Collection Administrators

• SharePoint Administrators and Developers

Course 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 Outline

1 – THE ROLE OF THE SITE OWNER

• What is SharePoint?

• SharePoint Administrative Roles

• SharePoint Administration Options by Role

2 – USERS, GROUPS AND PERMISSIONS

• 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

3 – SITE AND SITE COLLECTION FEATURES

• What is a Feature?

• Activating and Deactivating Features

• Commonly Used Features

Lab : Site and Site Collection Features

4 – MANAGING SITES AND PAGES

• 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

5 – WORKING WITH LISTS AND LIBRARIES

• 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

6 – DOCUMENT MANAGEMENT

• 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

7 – SHAREPOINT WORKFLOWS

SharePoint Workflows

Out of the Box Workflow Demo

Lab : SharePoint Workflows

8 – MONITORING SHAREPOINT ACTIVITY

• Usage Reports

• Search Reports

9 – SHAREPOINT APPS (OPTIONAL)

• What is an App?

• Working with Built-in Apps

• The SharePoint App Store

• The Corporate App Store

• Request an App

Lab : SharePoint Apps

10 – THE SHAREPOINT COMMUNITY SITE (OPTIONAL)

• Building online communities using SharePoint

• Discussion and Moderation

• Rating discussions and earning points

Lab : The SharePoint Community Site

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