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Microsoft SharePoint On-Premises Master Class (2013 / 2016)

This course is aimed at users of SharePoint Server 2013 and 2016.  If you are using SharePoint Online (SharePoint in Office 365) please refer to the course SharePoint Online Master Class.

The goal of this course is to provide you with the knowledge and skills to be a Site Owner or Site Collection Administrator. You will learn how to plan, design and implement SharePoint sites for multiple purposes whilst adding your 'real-world' requirements into the course examples.

This course provides you with a fast-track route into the core elements of SharePoint. The fundamental skills learnt can be used as prerequisites, potentially leading to an 'IT professional role', such as SharePoint Designer, SharePoint Developer and SharePoint Business Professional.

The course emphasises instructor-led delivery with hands-on experience. On the afternoon of day 5 you will be required to build your own site suitable to your needs. You will learn how to save this solution and apply it back to your own SharePoint infrastructure.

Target Audience

This course is ideal for anyone wanting to learn SharePoint from the ground up, ready to take into a supporting role where you will lead or 'champion' a group of users and their content. It is also the ideal route if you want to fast track through SharePoint to move on to become an IT Professional.

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Learning Objectives

  •   Understand, plan and deploy a SharePoint Site solution for business needs
  •   Manage your team with groups and permissions
  •   Create Custom Lists and Libraries with special content types for learning and support
  •   Customise Library and List settings to reflect course project requirements
  •   Edit web pages to keep your team informed of the project progress

Pre-Requisites

  •   Ideal for user with no prior SharePoint experience or knowledge
  •   A good understanding of Windows
  •   Experience using Internet Explorer 10, 11 or equivalent browser
  •   Experience with relational databases, web design and/or programming (such as VBA) are useful but not essential
  •   A good knowledge of Office 2013/2016 applications (Word, Excel, Outlook)

Course Content

1: Discover

Module 1: Understanding SharePoint

  •   SharePoint Fundamentals
  •   SharePoint Structure
  •   SharePoint Environment
  •   Working with Sites

Module 2: Working with Lists

  •   Understanding Lists
  •   Working with Lists
  •   Custom Lists
  •   Create Lists from Existing Data
  •   Working with Items

Module 3: Working with Libraries

  •   Lists vs. Libraries
  •   Working with Libraries
  •   Working with Documents
  •   Viewing and Editing Documents

Module 4: Managing Content

  •   Using Alerts
  •   RSS Feeds
  •   Working with Columns
  •   Lookup Columns
  •   Calculated Columns
  •   Managed Metadata Columns
  •   Metadata Integrity
  •   Rating Content
  •   Querying Items
  •   Check Out / Check In
  •   Document Versioning
  •   Managing Copies

Module 5: Social Networking

  •   Understanding My Site
  •   My Site Features
  •   OneDrive

2: Design

Module 6: Site Architecture Model

  •   Defining Site Purpose
  •   Effective Site Structure
  •   Site Types
  •   Roles within your Organisation
  •   Site and Object URLs
  •   Name vs. Title
  •   Publishing Site Templates
  •   Initial Site Settings
  •   Site Solutions
  •   Legacy Admin Tools

Module 7: Users, Groups and Permissions

  •   Securable Elements
  •   Defining your Site Community
  •   Users and Groups
  •   Default SharePoint Groups
  •   Custom Groups
  •   Managing Users in a Group
  •   Using a Group within a List Item
  •   Permissions
  •   Permission Inheritance
  •   Securable Objects

Module 8: Managing Content

  •   Managing Site Columns
  •   Applying Site Columns
  •   Taxonomy
  •   Managed Metadata Service
  •   Creating a Managed Metadata Column
  •   Managing Site Content Types
  •   Applying Site Content Types
  •   Folders and Document Sets
  •   Per Location View Settings

Module 9: Workflows

  •   Understanding Workflows
  •   Add a Reusable Workflow, such as Approval or Three-State
  •   Applying Workflows
  •   Workflow Maintenance

Module 10: Navigation Structure

  •   Team Site Navigation
  •   Tree View
  •   Top-Link Bar
  •   Quick Launch Pane
  •   Metadata Navigation
  •   Publishing Site Navigation

Module 11: Web Page Editing

  •   Site Web Pages
  •   Edit a Web Page
  •   The Site Home Page
  •   Rich Text Editor Ribbon
  •   Hyperlinks
  •   Images
  •   Web Parts
  •   View and Form Pages
  •   Creating Views and Linking to Web Parts

Module 12: User Support Tools

  •   Support Centre
  •   Announcements
  •   Issue Tracking
  •   Discussion Boards
  •   Surveys

3: Deploy

Module 13: Content Publishing

  •   Audience Targeting
  •   Audience for a List or Library
  •   Target an Audience to List Content
  •   Web Part Connections
  •   Publishing Feeds
  •   Pulling RSS Feeds from Other Sites
  •   Using Calendar Groups

Module 14: Office Document Control

  •   Office 2016 Backstage
  •   Manage SharePoint Lists from Office
  •   The Document Panel
  •   Office Web Apps
  •   Outlook Web Apps
  •   Live Co-Authoring

Module 15: Connecting to Content

  •   Finding Information
  •   Synchronising Excel Data with SharePoint
  •   Using Alerts
  •   RSS Feeds
  •   Working Offline
  •   Connecting to Outlook
  •   Connecting to SharePoint Workspace

4: Deliver

Workshop:

  •   Designing a SharePoint Site Solution
  •   Develop Content Management
  •   Plan and Deploy User Roles

This workshop will require you to provide evidence of design and deployment of a SharePoint site solution which will be analysed and discussed at the end of the day as a group.

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Online Courses

You may prefer an online course if you are looking for a flexible and cost-effective solution. Online courses allow you to study at your own pace, at a time that suits you.

We have the following eLearning options available:

Virtual Classroom

Virtual classrooms provide all the benefits of attending a classroom course without the need to arrange travel and accomodation. Please note that virtual courses are attended in real-time, commencing on a specified date.

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