SharePoint 2013 End User

Introduction

This SharePoint 2013 End User class is for end users working in a SharePoint 2013 environment. The course teaches SharePoint basics such as working with lists and libraries as well as basic page customizations.

 

Audience

This course is intended for new and existing users of SharePoint.

 

Prerequisites

Before attending this course, participants should have basic computer skills.

At course completion

After completing this course, participants will be able to:
 

  • Learn to navigate a SharePoint 2013 Team Site
  • Learn to create SharePoint lists
  • Learn to customize SharePoint lists
  • Learn to create SharePoint libraries
  • Learn to manage library document versions
  • Learn to create SharePoint list and library views
  • Learn to create sub sites using various SharePoint templates
  • Learn to create and edit Web page content
  • Learn to create InfoPath Forms and Form libraries
  • Learn to create Site columns and content types
  • Learn to integrate Office applications with SharePoint 2013
  • Learn to manage basic permissions of SharePoint 2013 resources

 


Course outline

Module 1: SharePoint 2013 Introduction

This module explains how to become familiar with SharePoint 2013.

  • Lesson 1: SharePoint 2013 Introduction
Module 2: SharePoint List Basics

This module explains how to work with SharePoint list basics.

  • Lesson 1: SharePoint List Basics
Module 3: Library Basics

SharePoint Libraries share the same characteristics as SharePoint lists such as columns,
views, and validation to name a few. What distinguishes SharePoint libraries is that each
item in a library has an underlying document. So in addition to the data stored in library
columns, the document stores its own data based on the type of document. Because of the extra
data that can be stored in columns that can be used to filter and search by and features such
as versioning, libraries are considered a great replacement for the more traditional file server
system. Libraries are, like lists, a fundamental building block in a SharePoint site.

  • Lesson 1: Library Templates
  • Lesson 2: Creating Libraries
  • Lesson 3: Managing Documents and Versioning
Module 4: Working with Lists and Library Views

Views provide a flexible system to display SharePoint list and library data in an easy-to-read
and easy-to-use manner. Every SharePoint list and library can have multiple views created and
configured, and some list and library templates come with special views preconfigured. Views can
be defined for personal use or shared use.

  • Lesson 1: Default Views
  • Lesson 2: Custom Views
Module 5: Working with Sites

All SharePoint content is accessed through a site. A SharePoint site is the container for lists
and libraries and provides a starting point for basic administration. The content, lists, libraries,
and basic look and feel of a site is initially determined by the Site Template used to create the site.

  • Lesson 1: Site Templates
  • Lesson 2: Creating Sites
  • Lesson 3: Site Navigation
Module 6: Page Content

SharePoint offers a couple of ways to add content to the pages in a site. The latest technique and the
one implemented by the Team Site template is through wiki style pages. Another method that has been part
of SharePoint since the beginning is the use of Web Parts and Web Part pages. Both techniques are similar
in the output that can be created, and both Web Part pages and wiki pages share the ability to add Web Parts
to them. Web Part pages still have one advantage in that you can connect Web Parts so information can pass
between them; that option is not available on a wiki page.

  • Lesson 1: Wiki Library Pages
  • Lesson 2: Web Part Pages
  • Lesson 3: Working with Web Parts
Module 7: Forms Library

SharePoint Forms library is a special library designed to store Microsoft InfoPath form documents.
Microsoft InfoPath comes with a designer tool for graphically creating forms with a wide assortment
of fields and controls. The InfoPath Designer can then be used to publish the forms you design to
SharePoint rendering them as Web page templates for Forms libraries.

  • Lesson 1: Creating a Forms Library
  • Lesson 2: Creating InfoPath Forms
  • Lesson 3: Publishing InfoPath Forms to SharePoint
Module 8: Site Columns and Content Types

One method of customizing SharePoint, in a way that can be reused throughout the site or site collection
or even the whole farm, is to create Site Columns and Content Types. Site columns are the simplest element;
they are essentially the same as list and library columns except that you create them at the site level
and then they can be used throughout that site and any child site. Content Types are a combination of
Site Columns as well as additional settings and information such as document templates and workflows.
Content Types, once created, can then be linked to lists and libraries.

  • Lesson 1: Site Column Gallery
  • Lesson 2: Creating Site Columns
  • Lesson 3: Site Content Type Gallery
  • Lesson 4: Creating Content Types
Module 9: Office Integration

One of the nice features of SharePoint is its ability to integrate with Microsoft Office applications.
Just about every Office application offers some level of integration with SharePoint whether it be simple,
such as using an Excel spreadsheet to create a new list, or more full featured, such as Outlook integration.
Some integration features enhance what is available online through a browser while others allow access to
SharePoint content offline such as a mobile computer environment. This lesson will use a series of
walk-throughs and exercises to show how each Office application can integrate with SharePoint.

  • Lesson 1: Excel Integration
  • Lesson 2: Outlook Integration
  • Lesson 3: Access Integration
Module 10: Managing SharePoint Site Permissions

Permissions on a SharePoint site are assigned when a site is created. The default is that permissions
assigned to the root of a site collection are inherited by child sites. At any time, permissions inheritance
can be turned off at a site, list, library, or even at the item level in a list or library. The permissions
themselves can be assigned to either SharePoint groups, individual users or groups created outside of
SharePoint such as Windows groups.

  • Lesson 1: SharePoint Groups
  • Lesson 2: Assigning Permissions
  • Lesson 3: Permission Levels
  • Lesson 4: Permissions Inheritance
Module 11: Participating in User Communities

SharePoint offers users a place for social collaboration in the form of personal sites. The experience
and functionality is very similar to popular social media sites such as Facebook and LinkedIn. The main
difference being that it is controlled by the SharePoint Farm and exposure is typically limited to
internal networks.

  • Lesson 1: Configure User Profiles and My Sites
  • Lesson 2: Newsfeeds
  • Lesson 3: People Newsfeeds
  • Lesson 4: Document Newsfeed
  • Lesson 5: Site Newsfeed
  • Lesson 6: Tag Newsfeed
  • Lesson 7: Managing Personal Sites

Documentation

Official courseware

Lab

  • Lab 1: Team Site Navigation
  • Lab 2: SharePoint List Basics
  • Lab 3: Installing and Configuring Windows 7
  • Lab 4: Library Basics
  • Lab 5: Working with Lists and Library Views
  • Lab 6: Working with Sites
  • Lab 7: Page Content
  • Lab 8: Forms Library
  • Lab 9: Site Columns and Content Types
  • Lab 10: Office Integration
  • Lab 11: Managing SharePoint Site Permissions
  • Lab 12: Participating in User Communities