Note: This course is applicable to the following versions of SharePoint: SharePoint 2007, 2010, 2013, 2016, 2019 and SharePoint Online
In this 5-day instructor led course, students will learn what they need to know to succeed as site owners or site collection administrators in SharePoint. Each Module is carefully crafted to prepare students to gather knowledge, perspective, and finally experience that only Instructor Led Training can provide. This is a very hands-on course. Students will spend a huge portion of the course in the product learning firsthand how to configure and then use the features that a site owner and or site collection administrator needs to know to succeed in their role in SharePoint. Labs will be performed in a combination of SharePoint 2019 on premise and SharePoint Online. This course also covers how SharePoint Online works with technologies like Microsoft Teams and Power Automate to create amazing solutions.
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. Students will set up all their bookmarks, and email and Office Settings.
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 / Library Templates
- Advanced Settings
- Classic View
- Import Spreadsheet (IE 11 required)
- Column Default Value Settings
- Metadata Navigation and Filtering
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 regard to storage. Strategies for different scenarios on the settings used are covered in depth.
Lab 02: 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.
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.
- Site Components
- Sites by Category
- Hub Sites – introduction only full module in module 08
- Collaboration Site Navigation
- Publishing Site Navigation
- Hub Site Navigation – (module 8 full content)
- Site Features
- The Recycle Bin
Lab 03: Students create sub sites based on 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 paths 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.
- Users and Content
- Permission Hierarchy
- Active Directory Groups
- SharePoint Groups
- Permission Levels
- Securing SharePoint Objects
- Web Application Security
- Anonymous Authentication
- Custom Permission Levels
- Custom SharePoint Groups
- External Sharing (SharePoint Online)
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 and site column galleries
- 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 custom content types in order to understand their importance in unlocking some of the most amazing built-in functionality of SharePoint.
Module 07: SharePoint Pages and Web Parts
A primary task in SharePoint is to construct or edit SharePoint Pages. In this module students are guided through the different types of pages they will typically encounter and work with and then perform exercises to reinforce the how to of constructing and editing different types of SharePoint pages used for content, as well as how to navigate and work with various settings pages that only administrators have access to.
- Modern Pages
- Modern Web Parts
- News Pages
- Wiki Pages
- Creating Wiki Pages
- Page Layout
- Web Parts on Wiki Pages
- Web Part Pages
- Creating Web Part Pages
- Web Part Page Layouts
- Web Parts on Web Part Pages
- Connecting Web Parts
- Publishing Pages
- The Publishing Feature
- Publishing Portal
- Page Layouts
- Pages Library
- Settings Pages
- Site Settings Pages
- List Settings Pages
- Settings Windows
- SharePoint Start Page
- On premise (called home page on premise)
Lab 07: Working with various SharePoint pages to create content and configure settings.
Module 08: SharePoint Hubs
- SharePoint Online
- SharePoint Server 2019 On Premises – custom app
Lab 08: Creating Hub Sites and joining member sites and manipulating Navigation and aggregated content.
Module 09: SharePoint Online and Teams
- Microsoft 365 Groups and SharePoint Online
- Teams and Microsoft 365 Groups
- Teams and SharePoint Online
- Using SharePoint Online to Enhance Microsoft Teams Collaboration
Lab 09: SharePoint Online and Teams. Creation, extension and security-based exercises for SharePoint Online and Teams
Module 10: SharePoint Online and Power Automate
- Introduction to Power Automate
- Practical Application
- SharePoint and Power Automate
Lab 10: Practical integration of SharePoint Online and Power Automate for solving business problems.
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, SharePoint Online Tenant 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.
There are no prerequisites for this course.
Students will learn the skills and perspective to succeed as site owners and or site collection administrators in SharePoint. Students will understand how SharePoint Online works with Microsoft Teams and Power Automate.