In this 5-day course, students will gain the skills needed to be successful Site Owners or Site Collection Administrators in SharePoint. Hands-on labs will be performed in a custom, state-of-the-art on-premise deployment of SharePoint 2016, including a functioning workflow farm. The material has been carefully crafted to be applicable to SharePoint 2010, 2013, 2016 and SharePoint Online.
This course is Compatible with Microsoft Official Curriculum MOC 55033
Module 01: What is SharePoint?
Students will learn the fundamental building blocks in SharePoint that they will later use to create robust business solutions. It all starts here. This module covers:
- Discussion of uses and roles
- The SharePoint Object Model for Power Users
- Functionality via SharePoint Features
- SharePoint Versions
- Hybrid Environments
Lab 01 – Students perform a guided exploration of the classroom lab environment. Learn how to log in, navigate around and explore different environments that they will be creating from scratch throughout the course.
Module 02: List and Libraries
This module covers the fundamental data container SharePoint uses, the list. All aspects of the list object are covered in the scope of the Site Owner and Site Collection Administrator. Each area of the template, form, structure and purpose of most of the out of the box templates are covered as well as creating and configuring custom list apps in the browser. Web parts are also covered in this section.
- Description of List Apps
- List Columns
- Site Columns
- Calculated Columns
- Look Up Columns
- Managed Meta Data Columns
- Column Validation
- List Validation
- List Templates
- Saving a list as a template.
In this module students also get to explore the configuring, managing and using of Document Library Apps in SharePoint. Students are guided on best practices with the settings including the implications of some of the server architectural changes with SharePoint in regards to storage. Strategies for different scenarios on the settings used are covered in depth.
- Description of Library Apps
- Check in Check Out
- Major and Minor Versioning
- Advanced Settings
- Default Meta Data Values
- Saving a library as a template
Lab 02A – Students work with several of the deployed collaboration list apps. They extend them with list columns based on the most common list column data types. Students also create site columns and then create multiple views on each of the lists they created. They set up versioning and work with creating and then deleting the different versions. Students also create and use calculated columns as well as saving a list as a template.
Lab 02B - Students work with several of the deployed library apps. Students set up Check-in / Check-out, versioning, document approval and other common scenarios. Students set up a Data Connection Library, an Assets Library, and a Photo Library. Students perform a migration of items from a simulated File Share and move them into SharePoint document library apps while setting the meta data values automatically. Students will save a library as a template.
Module 03: SharePoint Sites
One of the core success areas of SharePoint has been the powerful collaboration features that come out of the box. SharePoint has kept this going and in this module students will learn the ins and outs of all of the components necessary to build exciting business solutions for their organization.
- Review the components of a SharePoint site
- Sites by Category
- Collaboration Site Navigation
- Publishing Site Navigation
- Site Features
- The Recycle Bin
Lab 03 – Students create sub sites based on each of the out of the box collaboration templates deployed to their environment. They learn to plan, diagram and then create the site navigation. Some of the sites will inherit the parent site navigation and some will not. Some of the sites will have different feature settings. Students will build upon their earlier skills to create a set of lists and libraries with content and settings adjusted and they will also be able to create a site from a template they created. Students will send items to the Recycle Bin and then restore them.
Module 04: Site Collections
Possibly one of the key concepts to a successful implementation and farm expansion is the understanding of the Site Collection in SharePoint. Students will work with both path based as well as host named site collection scenarios and understand the boundaries and freedoms of working with site collections.
- What are Site Collections?
- How are Site Collections Used?
- The Top Level Site
- Site Collections and Security
- Site Collections and Navigation
- Site Collection Features
- Solution Galleries
- Site Assets Gallery
- Managed Paths
Lab 04 – Students will be given a set of requirements and then build out one section of the entire architecture. They will use all of the concepts covered in the lecture and demo section in order to complete the lab. Building upon earlier concepts they optionally may use a site template created earlier. At this point, students will have built out a large portion of the infrastructure of a true Intranet within SharePoint.
Module 05: SharePoint Security
One of the most misunderstood features of SharePoint is the security model. In this module Students are guided through the concepts of Authentication at a high level and then work with those concepts to learn how to configure SharePoint Security. Best practices and practical solutions are discussed and reviewed. Students will know how, when and why to configure SharePoint security.
- Active Directory Groups
- SharePoint Groups
- Permission Levels
- Securing SharePoint Objects
- Web Application Security
- Anonymous Authentication
- Custom SharePoint Groups
- Custom Permission Levels
Lab 05 – Students will use the out-of-the-box collaboration SharePoint Groups to manage access to the Sites Collections created earlier. They will then create a custom SharePoint Group, create a custom permission level and apply it to the group for one of the Site Collections. Students will then break inheritance at the list (or library) item level, the List or Library Level, the Site Level and then re-institute inheritance in order to see the effects and possible complications from breaking inheritance.
Module 06: Site Columns and Content Types
It is often said that Site Collections, Search, and Content types are the secret sauce of a successful SharePoint implementation. This module covers the content type’s part of the equation. Students will go through a variety of options and walk away with the ability to plan and integrate content types on an enterprise level.
- What are content types?
- The importance of Site Columns
- The content type gallery
- Templates and Content Types
- Enterprise Content Types and Non Enterprise Content Types
- Content Type Hub – Enterprise Content Types
Lab 06 –Students will go through the process of planning and then implementing several content types from scratch. They will use the Intranet they built out earlier and determine which of the content types are candidates for the content type hub and which are best for individual site collections. They will create content types based upon; document, photo, and list. Once deployed they will be guided through a force of the Content Type Hub Publishing process and then use the content types they have created.
Module 07: Web Parts
In the list and library app modules web parts for dealing with those components were covered. This module is a deep exploration of the available web parts and how to work with them in the simple as well as complex perspective. The idea of taking web parts to the next level with connections and views are explored.
- What are Web Parts?
- Where Are the Web Parts?
- List and Library Web Parts
- Web Part Properties
- The Web Part Gallery
- Exporting Web Parts
- Connecting Web Parts
- Attaching Web Parts to Different Views
- New Search Web Parts (Content by Search)
- Web Part Pages
- Wiki Pages
- Web Parts Maintenance Page
Lab 07 – Students work with updating the home page of one of the team sites they have been working on and displaying the lists and libraries they have created on the home page. Students work with connecting web parts to create a master / details view on a page. Students configure the Photo Viewer Slide Show Web Part. Students will set up pages which have different views on the same lists and libraries and work with the Web Part Properties User Interface. Students will use the Web Parts Maintenance Page to delete web parts running in the background.
Module 08: Workflow
This is an in depth look at both the implications, strategies, and finally crafting of workflows from the perspective of the site owner and site collection administrator.
- What is Workflow?
- Out-of-the-box Workflows
- SharePoint Designer Workflows
- SharePoint 2010 Workflows
- SharePoint 2013 Workflows
- Workflow Manager
- Steps and Stages
- Task Lists
- History List
Lab 08 – Students will work with Out of the Box Workflows and Custom SharePoint Designer Workflows to explore the automation of business process.
Module 09: SharePoint Designer 2013
SharePoint designer is the tool of choice for many tasks in a SharePoint rollout. In this module students will learn the ins and outs of this product as it relates to the role of Site Owner or Site Collection administrator.
- What is SharePoint Designer 2013?
- The Role of SharePoint Designer 2013
- Creating Content with SharePoint Designer 2013
- Restricting Access to SharePoint Designer 2013
Lab 09 – Students will open SharePoint Designer at several of the created sites and use it to add content to the sites. Students will use SharePoint Designer to create sub sites, lists, site columns and content types.
Module 10: Web Content Management
SharePoint has seen significant advances as it relates to the Content Management story. The process of configuring and then using the out of the box feature set is covered as well as planning and strategies for taking customization to the next level. Particular attention is paid to making sure students understand the processes involved so they will know how to implement and then use this important set of features.
- Publishing Feature
- Publishing Security Groups
- Publishing Libraries
- Publishing Templates
- Publishing Portal
- Master Pages
- Page Layouts
- Manage Content and Structure
- Public Facing Web Sites
- Enterprise Wiki
- Cross Site Publishing
- Product Catalog
Lab 10 – Students will explore the Web Content Management features of SharePoint via working with the various components to create a working publishing site leveraging the pages library, publishing approval workflow, Approvers group and out of the box processes to manage web resources.
Module 11: No Code Branding
Branding in SharePoint refers to customizing the look and feel of the User experience. This has traditionally been something that developers have handled. In SharePointthe branding capabilities that are in the hands of the Site Owner or Site Collection administrator have been expanded considerably. In this module students will discover just how far they can take it before calling in the Developers.
- Browser Based Branding
- SharePoint Designer
- New HTML Options
- Collaboration Sites
- Publishing Sites
- Office 365
Lab 11 – Students will use the out-of-the-box branding features of SharePointto change the look and feel of SharePoint’s standard presentation. They will explore most of the out-of-the-box browser based options available.
Module 12: Search
In previous releases of SharePoint most of the amazing functionality of SharePoint Search was configured by the Farm Administrator or Search Expert. In SharePoint 2013, SharePointthe Site Collection Administrator and Site Owner have much more power in their hands to create sophisticated solutions via out of the box web parts and schema settings. Students will learn of the new features and how they can use them to help users find what they want when they want it.
- Search Architecture
- Enterprise Search Center
- Search Schema
- Managed Properties and Crawled Properties
- Search Web Parts
- Result Sources
- Search Center Navigation
Lab 12 – Students will perform actions to extend the Search Schema, customize result sources, and leverage the content by search web parts to maximize the user experience in an Enterprise Search Center. Students will also leverage the Search settings and Search Navigation Controls.
Module 13: Social Features
The idea of communities within organizations has been expanded yet again in this release of SharePoint. There are several new pieces to the puzzle and in this module students will explore and work with the feature set.
- Enterprise Strategy
- My Sites
- Sharing Content
- Tagging and Notes
- Social Features and Search
- Micro blogging
- Community Portal Template
- Community Site Template
Lab 13- Students will enable the current release of the Social Features. They will go through all the advanced useable features from the Site Owner and Site Collection Administrators perspective. Students will implement features that can impact search results directly.
Students will create a hands on Community Portal with Community Sites to create a full-fledged Knowledge Base Sharing solution.
Module 14: Information Management Policy and Records Management
SharePoint remains a popular choice for those organizations that are concerned with data security compliance. SharePoint’s out of the box compatibility with many of the most common standards is largely due to its ability to implement an information management policy. In this module students learn what they are and how to configure them.
- What is information Management Policy
- What can it be configured to manage
- How Do I create it
- How do I use it
- Auditing in General
Depending on the organizations records management requirements and strategies, the Site Owner and Site Collection administrator can play a huge role. This module covers many of the new features as well as the ones carried forward in order to configure and manage a successful Records Management strategy in SharePoint
- The Discovery Center
- E Discovery
- In Place Holds
- Site-level Retention Policies
Lab 14a– Students receive an information management policy requirement and will then set the information management settings accordingly. They will attach one to a site collection and one to a content type and then perform some activities which will cause the information management policy to go into effect. Students will then review the logs to verify the implementation of the policies.
Lab 14b – Students will configure an E Discovery Center
Lab 14c - This lab focuses on the in-place records management skills. The student will use the Discovery Center from the perspective of a Site Owner or Site Collection Administrator. Students will activate the most practical features and understand why. They will then be in a position to implement their piece of a records management strategy in SharePoint
Module 15: Architecture, and Resources
The last module of the class is a breakdown of the process of implementing a governance strategy. Several of the most successful proven techniques are discussed along with some very successful but lesser known approaches to this important topic. Students are then presented with ‘where do we go from here’ options as the complete the class
- What is Governance?
- Controlling Sharepoint Sprawl
Reigning in users and Rolling out process
- Auditing and Reporting Strategy Planning
- Proven Strategies for Successful manageable rollouts
- User Training Strategies
- Online Resources
- Blogs to Follow
Where To Go From Here
- Video Training Options
- Book Recommendations
- Where to get a Practice Environment
The audience for this course is anyone who will either be in the Site Owner, or Site Collection Administrator Role in SharePoint. Since SharePoint Farm Administrators, and Developers need to support the Site Owners and Site Collection Administrators this course is a prerequisite for any of our other SharePoint offerings.
We do not require previous SharePoint knowledge
What You Will Learn
Students will learn the skills and perspective to succeed as site owners and or site collection administrators in SharePoint.
This course is an excellent tool to help prepare students for the MOS SharePoint 2013 certification exam 77-419