SharePoint for Business Owners

Introduction

This three-day instructor-led course is intended for SharePoint Power Users who are tasked with working and managing SharePoint Team Sites.

Audience

This course is intended for SharePoint power users who are tasked with working and managing SharePoint Team Sites.

Prerequisites

Before attending this course, participants should have a working knowledge of Windows operating systems, Microsoft Office and web sites.

At course completion

After completing this course, participants will be able to:
 
  • Understand the structure, work with and manage SharePoint Team Sites
  • Manage SharePoint permissions
  • Manage content in the SharePoint Team Site (pages, files, items)
  • Work with lists and libraries and set them up conveniently from a business point of view

Exams

N/A

Course outline

Module 1: Introduction

  • Lesson 1: Overview of SharePoint Team Sites
  • Lesson 2: Structure of a SharePoint Team Site
  • Lesson 3: Roles and Responsibilities


Module 2: Working with Team Sites

  • Lesson 1: Team Site Layout and Navigation
  • Lesson 2: Creating a Subsite
  • Lesson 3: Setting the Site's Title, Description and URL
  • Lesson 4: Deleting a Site


Module 3: SharePoint Site Permissions

  • Lesson 1: Permissions Inheritance
  • Lesson 2: Permission Levels
  • Lesson 3: SharePoint Groups
  • Lesson 4: Granting Permissions


Module 4: Working with Pages

  • Lesson 1: Creating and editing a Page
  • Lesson 2: Inserting Pictures and Links
  • Lesson 3: Replacing the Site's Homepage


Module 5: Working with Web Parts

  • Lesson 1: Inserting/Customizing/Removing Web Parts


Module 6: Working with Libraries

  • Lesson 1: Creating a Library
  • Lesson 2: Setting the Library's Title and Description
  • Lesson 3: Handling Files within Libraries
  • Lesson 4: Using Alerts
  • Lesson 5: Deleting and Restoring Documents
  • Lesson 6: Modifying the Library's Template
  • Lesson 7: Configuring Required Check Out
  • Lesson 8: Enabling Versioning
  • Lesson 9: Adding Columns
  • Lesson 10: Creating a View
  • Lesson 11: Deleting and Restoring a Library


Module 7: Working with Lists

  • Lesson 1: Attaching Files to List Items
  • Lesson 2: Exporting Items from a List to Excel
  • Lesson 3: Synchronizing Content with Outlook


Module 8: Site Templates

  • Lesson 1: Creating a Site Template
  • Lesson 2: Exporting a Site Template file
  • Lesson 3: Importing a Site Template file


Module 9: Site Content Types

  • Lesson 1: Creating a Site Content Type
  • Lesson 2: Assigning a Site Content Type to a List/Library


Module 10: Managed Metadata

  • Lesson 1: Setting up a new Term Set
  • Lesson 2: Creating a Managed Metadata Column
  • Lesson 3: Setting up Metadata Navigation for a List/Library


Module 11: Workflows (out-of-box)

  • Lesson 1: Overview of Out-of-box Workflows
  • Lesson 2: List/Library Approval Workflow usage


Module 12: Document Management

  • Lesson 1: Document Set definition and usage within a Document Library
  • Lesson 2: Document ID feature activation and usage
  • Lesson 3: Library routing definition and usage
  • Lesson 4: Content expiration definition and application

Cursus de certification

N/A

Lab

Practical exercises will be proposed at the end of each module.

Formations complémentaires

N/A