Course subjects
Module 1: An Introduction to SharePoint 2016
Let’s get started with SharePoint 2016 by letting you know about its fantastic selection of features. We will demonstrate popular uses of SharePoint 2016 to manage and share content, create engaging web page, automate business processes and make good business decisions with Business intelligence. We will also discuss who will be the typical users in our sites and the role of the site collection administrator. Site Owners are trusted with functionality that in other business systems would normally only be available to developers. As a new Site Owner we’re sure that you will be amazed with the potential that SharePoint 2016 has to offer an end user.
Lessons
An Overview of SharePoint 2016
SharePoint Versions
Central Repository for Information
Roles in SharePoint
Web Content Management
Site Visitors
Team Collaboration
Site Members
Search
Site Owners
Social Computing
Site Collection Administrator
Workflows
Farm Administrator
Business Intelligence
Security Trimming
Lab : The Basics – Navigate, Upload Documents and Add items to a list
View our latest news and director blogs
Migrate your personal files to OneDrive
Request a new laptop from IT and check for service outages
Request a flight from Finance & Administration
Module 2: Creating Sites
Whether you are managing existing sites or you have not yet started, we will complement your current situation by discussing site hierarchy and planning your SharePoint sites. As a site owner you will be presented with a selection of site templates. You will use a variety of popular site templates to develop an enhanced understanding of each sites function and appropriate use. Once your site is ready, we will then change the look and feel of your site. You can even try applying your business brand to your test site. We will also build our navigation bar, a simple but powerful way to help users move between websites.
Lessons
An Introduction to Site Topology
Navigating SharePoint Sites
When to Create a Site and Where?
Applying Custom Themes to a Site
How to Create a New Site
Building the Site Navigation Bar
Site Templates
Deleting Sites
Team Sites
Recovering Deleted Sites
Project Sites
Blog Sites
Community Sites
Publishing Sites
Lab : Create and Delete Sites
Request a new Training Site Collection
Create new Subsites
Delete a Subsite
Restore a Deleted Subsite
Optional: Themes and Navigation
Module 3: Creating and Managing Web Pages
SharePoint boasts a rich selection of ways to build web pages. You will learn how to update the home page of your SharePoint site with text, links, images, videos and web parts. We will also show you best practices when creating multiple pages and linking them together. In most site templates, creating and managing web pages is a simple, fast and rewarding way to present essential information and apps. SharePoint can also be used as an Intranet for internal news and information as well as a public facing website. Due to the high visibility of these web sites, it is common to place more control over the release of new web pages or updates to existing pages. For this reason, SharePoint has Publishing Sites.
Lessons
Introducing Wiki Pages
Introducing the Publishing Site
Adding Wiki Pages
Create and Edit Publishing Pages
Adding Rich Content to Wiki Pages
Using Page Layouts
Promoted Links
Web Page Metadata
Adding and Modifying Web Parts
Site Collection Images
Deleting Wiki Pages
Renditions
Reusable Content
Web Page Approval
Scheduling Pages
Lab : Create and Update Pages
Tidy up the Training home page
Add rich content
Optional – Add a YouTube video
Optional – Create a publishing page
Module 4: Defining Business Information & Retention
Traditionally teams make use of file templates or manual processes to ensure information is collected and retained correctly. In this module we will help your team establish reusable file templates and automate business processes. An example of this would be removing old unwanted content from your site automatically. To achieve this you will learn about a variety of SharePoint features including content types, policies and in-place records management.
Lessons
Managed Metadata Service
Information Management Policies
An Introduction to Content Types
The Records Center
Create & Manage Content Types
The Content Organiser
Content Type Settings
Document IDs
Using Content Types in Apps
In Place Records Management
The Content Type Hub
Deploying Content Types
Lab : Defining Business Information and Retention
Set up managed metadata terms
Create site columns
Create a site content type
Set up the content organiser
Optional – in place records management
Module 5: Adding and Configuring Apps
Apps are required to store information such as events, contacts and files in a site. SharePoint provides a selection of apps for different scenarios, all with the option to be customised for a specific business requirement. Apps can be broken down into Lists, Libraries and Market Place Apps. In SharePoint 2016 lists serve as the structure for calendars, discussion boards, contacts, and tasks. This module explains the concept of lists, and then reviews popular options. A document library is a location on a site where you can create, collect, update, and share files including Word, Excel, PowerPoint and PDF. We will show you the benefits of using a library and teach you how best to work with files in a library. An introduction to on-premises and SharePoint Marketplace apps is provided to show how to extend site functionality beyond what Microsoft has provided in the SharePoint 2016 platform. Finally, this module provides an essential overview of the Microsoft products which are most commonly used in conjunction with SharePoint 2016 and discusses the advantages of each program when combined with SharePoint.
Lessons
Adding List & Library Apps
Popular List & Library Templates
Managing List & Library Settings
Add, Modify, Upload, and Delete Content in Apps
Create and Manage App Columns
Adding Site Columns
Sort and Filter Content
Create and Manage Public Views
Personal Views
Working with Document Sets
Using Alerts in Apps
Creating App Templates
Office 2016 Integration with SharePoint Apps*
On-Premises Apps
SharePoint Marketplace Apps
*Office Integration
Integration with Microsoft Office
SharePoint Designer 2013
Co-Authoring
InfoPath Designer 2013
Outlook 2016
OneDrive for Business
Lab : Working with Apps Lab 1
Add and remove a library app
Configure the library app
Add and configure list apps
Optional – Test the expenses rule
Optional – Add an app from the store
Lab : Working with Apps Lab 2
Migrate existing files into SharePoint
Update file properties
Organise files with views
Create new files, events and tiles
Feature apps on web pages
Module 6: Building Processes with Workflows
Workflows are a powerful efficiency tool which can be used to organise and track process driven tasks including approval processes. Workflows will be demonstrated using real world examples. You will be given the opportunity to build workflows and review workflow progress. Also covered is an introduction to Microsoft SharePoint Designer 2013 and third party workflow tools.
Lessons
An Introduction to Workflows
Adding Workflows
Workflow Scenarios
Removing Workflows
Creating Workflows
Third Party Workflow Tools
Configuring Workflow Settings
Lab : Create and Run Workflows
Enable the workflow feature
Create a library for procedures
Add a new publishing workflow
Test the workflow
Optional – submit a new starter request
Module 7: Customising Security
Security is an important element of any site. You will see instructor-led demonstrations of the best practices for adding and removing colleagues from your site and defining their level of access. As a site owner, you can customise permission levels. This means that you can create levels of access that are aligned with the responsibilities of your sites users. An example of this would be allowing a group of users the ability to upload content but not delete content.
Lessons
An Introduction to Security
Creating Groups
Access Requests
How Inheriting Security Works
Share Sites and Files
Securing Apps, Folders, Files/Items
Approving Access Requests
Managed Metadata Security
Creating Permission Levels
OneDrive Security
Lab : Configure Site Security
Add staff to your site
Create permission levels and groups
Remove access for a user
Lock down or open up apps
Optional – Test a users permissions
Optional – Add the auditors to a workflow
Module 8: Communicating with Social Tools
This module covers a new and evolving culture change in the way that we work with business information. Social features are an engaging way for users to collaborate. The variety of social tools available to you is overwhelming. You will learn the differences between each of these tools and when to use them.
Lessons
Lab : Get Social
Follow the company director
Follow a file
Answer questions in the community
Post an update to the Training newsfeed
Optional – Update your profile
Module 9: Working with Search
SharePoint provides the ability to store vast amounts of content in a variety of locations. This module covers a set of tools which help you to efficiently locate the information you need.
Lessons
Lab : Search
Search for the host of a meeting
Find out information on products
Identify company partners
Locate the company car policy
Optional – Create a promoted result
Module 10: Building Business Scenarios
During the class you have seen, discussed and tested many SharePoint components. Before you head home, now is your chance to connect these building blocks together and create an entire SharePoint site based on a real world scenario. This is an opportunity to test yourself and ask questions of your instructor.
Lab : Creation and Storage of Outlines
Lab : Project Expense Claim Processing
Lab : New Course Creation Process
New Top Level Site
Create Site Columns
Create Content Types
New Sub Site (to use as site template)
Customise the Top Level Site
Change the Look of the Site
Test the new site
Migrate Existing Files
Keep up to date with Roll Up
Share the Site
