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SharePoint Site Owner and Power User Boot Camp


3 Days Classroom Session   |  
3 Days Live Online
Classroom Registration
Individual:
$1995.00
Group Rate:
$1795.00
(per registrant, 2 or more)
GSA Individual:
$1456.35
Private Onsite Package

This course can be tailored to your needs for private, onsite delivery at your location.

Request a Private Onsite Price Quote

Professional Credits

IIBA (CDU)

ASPE is an IIBA Endorsed Education Provider of business analysis training. Select Project Delivery courses offer IIBA continuing development units (CDU) in accordance with IIBA standards.

PMI (PDU)

Select courses offer Leadership (PDU-L), Strategic (PDU-S) and Technical PMI professional development units that vary according to certification. Technical PDUs are available in the following types: ACP, PBA, PfMP, PMP/PgMP, RMP, and SP.

This course offers:
    21.00 PMP/PgMP Technical PDUs

21
PMI PDUs
Certification
Overview

Users that have some basic knowledge of navigating a SharePoint site will find this SharePoint training course the perfect class for learning and building on advanced SharePoint topics required by teams that want to get the full benefit of the powerful tools available in SharePoint. The class begins by teaching the student the first things they need to know about SharePoint. The student will learn what SharePoint is, how companies are using SharePoint, the business value of SharePoint, and a full understanding of using a SharePoint Site to realize the full scope of SharePoint tools to improve how the business communicates. 

Students will walk away knowing how to use the out-of-the-box Apps in SharePoint including Lists and Libraries and the advanced features available for information classification and management. The importance of the social features for making data more findable will be explored. How search is affected by user interaction via Tagging and Following will be explained clearly to you. Students will learn how Search is used to find information. This class teaches a great deal of “What You Don’t Know That You Don’t Know”.

This SharePoint course is designed for SharePoint 2013, SharePoint 2016 and SharePoint 365 users. Labs are conducted in SharePoint 2016.

SharePoint InstituteThe SharePoint Institute is an organization dedicated to the advancement of SharePoint professionals through real-world business application certificates. This course has been reviewed and approved by the SharePoint Institute as an approved training course for the SharePoint Power User and Site Owner Certificate, the first industry certificate specifically for SharePoint users. Attendees will have the opportunity to take the SharePoint Power User Assessment at the end of class and must score at least 80% to earn the certificate. However, the exam is not required for completion of ASPE's training course.

Need help with your SharePoint problems? Talk with one of our SharePoint Experts today!

The Value of SharePoint and how to tie it to the Corporate Vision
Using Lists to create, edit and delete team information such as Tasks and Calendars
The importance of Enterprise Content Management and how it empowers Search
How to use Views to create reports to find the information you are looking for
Architecting Libraries to work on documents with your team more efficiently and how to manage information lifecycle with version control
How to classify and categorize your documents
How to use Tagging and Following to make information more findable.
Using the Newsfeed to brainstorm, discuss and ideate with your team members
What a Community is, how to become a member and how to bring value to your team by driving engagement
How to create rich and informative Team Site portals by creating pages and utilizing the SharePoint Web Parts
Upcoming Dates and Locations
All Live Online times are listed in Eastern Time Guaranteed To Run
Nov 28, 2018 – Nov 30, 2018    8:30am – 4:30pm Live Online Register
Nov 28, 2018 – Nov 30, 2018    8:30am – 4:30pm Raleigh, North Carolina

ASPE Training
2000 Regency Parkway
Suite 335
Cary, NC 27518
United States

Register
Dec 3, 2018 – Dec 5, 2018    9:30am – 5:30pm Live Online Register
Dec 17, 2018 – Dec 19, 2018    8:30am – 4:30pm Atlanta, Georgia

Microtek Atlanta
1000 Abernathy Rd. NE Ste 194
Northpark Bldg 400
Atlanta, GA 30328
United States

Register
Jan 22, 2019 – Jan 24, 2019    8:30am – 4:30pm Live Online Register
Jan 22, 2019 – Jan 24, 2019    8:30am – 4:30pm Atlanta, Georgia

Microtek Atlanta
1000 Abernathy Rd. NE Ste 194
Northpark Bldg 400
Atlanta, GA 30328
United States

Register
Feb 11, 2019 – Feb 13, 2019    8:30am – 4:30pm Reston, Virginia

Microtek Reston
12950 Worldgate Drive
Monument II Bldg 4th Flr
Herndon, VA 20170
United States

Register
Feb 19, 2019 – Feb 21, 2019    8:30am – 4:30pm Denver, Colorado

Microtek Denver
999 18th Street
Suite 300 South Tower
Denver, CO 80202
United States

Register
Feb 19, 2019 – Feb 21, 2019    10:30am – 6:30pm Live Online Register
Mar 11, 2019 – Mar 13, 2019    8:30am – 4:30pm Columbus, Ohio

The Fawcett Center
2400 Olentangy River Rd
Columbus, OH 43210
United States

Register
Mar 18, 2019 – Mar 20, 2019    8:30am – 4:30pm Houston, Texas

Texas Training and Conference
11490 Westheimer Rd.
Suite 600
Houston, TX 77077
United States

Register
Mar 18, 2019 – Mar 20, 2019    9:30am – 5:30pm Live Online Register
Apr 15, 2019 – Apr 17, 2019    8:30am – 4:30pm Boston, Massachusetts

Microtek Boston
25 Burlington Mall Road
2nd Floor
Burlington, MA 01803
United States

Register
Apr 22, 2019 – Apr 24, 2019    8:30am – 4:30pm Sacramento, California

UC Davis
2901 K Street, Ste 204
Sutter Square Galleria
Sacramento, CA 95816
United States

Register
Apr 22, 2019 – Apr 24, 2019    11:30am – 7:30pm Live Online Register
May 13, 2019 – May 15, 2019    8:30am – 4:30pm Austin, Texas

Embassy Suites Austin Central
5901 North IH-35
Frontage Rd
Austin, TX 78723
United States

Register
May 13, 2019 – May 15, 2019    9:30am – 5:30pm Live Online Register
May 20, 2019 – May 22, 2019    8:30am – 4:30pm Philadelphia, Pennsylvania

Hyatt Place
440 American Avenue
King Of Prussia, PA 19406
United States

Register
Jun 10, 2019 – Jun 12, 2019    8:30am – 4:30pm San Diego, California

San Diego Training and Conference Center
450 B Street
Suite 650
San Diego, CA 92101
United States

Register
Jun 17, 2019 – Jun 19, 2019    8:30am – 4:30pm Chicago, Illinois

Microtek Chicago
230 W. Monroe
Suite 900
Chicago, IL 60606
United States

Register
Course Outline

Part 1: Introduction to SharePoint 

  1. What is SharePoint?
    • What is “This” SharePoint Everyone is Talking About?
    • Evolution of SharePoint – Where Did It Come From?
    • Business Case for SharePoint
    • SharePoint as a Tool in Support of Your Enterprise Vision
    • Driving SharePoint From the Top Down
    • Using SharePoint to Enable Team Collaboration and Drive Engagement
    • Understanding and Defining SharePoint Roles
  2. The Five Pillars of SharePoint – Breaking Down What SharePoint Can Do For You
    • Share
    • Organize
    • Discover
    • Build
    • Manage

Part 2: SharePoint Architecture for the Users

  1. Web Application
  2. Site Collection
    • Sites With Common Tools and Features
    • Top Level Site
  3. Site
  4. Site Components
    • Child Sites
    • Lists
    • Libraries
    • Pages
    • Look and Feel
    • Navigation

Part 3: Navigating SharePoint Sites

  1. Tour of a Project Site
  2. Site Components
    • Suite Bar
    • Top Link Navigation
    • Quick Launch
    • Tabs and Ribbons
    • Share, Follow, Sync, Edit, Focus on Content
    • Settings (Site Actions)
    • Site Contents
    • Recycle Bin
    • Site Content Area
    • Understanding URL’s and How to Use Them to Navigate
    • IE Favorites
    • Newsfeed
    • List and Library Examples

Part 4: Working With Sites

  1. Definition of a Site – Why Do We Create New Sites?
  2. Site Components Revisited
  3. Site Templates Explained
  4. Site Settings and Features
  5. Creating Sites
    • Initial Settings: Title, URL, Template and default Permissions and Navigation
    • Default Layout Based on Template Selection
    • Editing Navigation: Top Link Bar and Quick Launch
    • Site Settings
    • Tree View

LAB: Creating a Site Structure - Training Center Example

  1. Create a Site Collection Top Level Site
  2. Default Groups and Permissions
  3. Settings and Features
  4. Create a Child Site – SharePoint Training
  5. Simple site branding: Title, Logo, Composed Looks
  6. Navigation

Part 5: SharePoint Lists

  1. What are Lists
  2. Using Lists to Manage Business Processes
  3. List Architecture
    • Content Types - Items
    • Metadata
      1. Importance of Metadata – Never Too Much!
      2. Columns/Fields Types
    • Views
  4. Available List Apps
  5. Creating Apps Using List Templates
    • Creating Common Lists From Templates
    • Building a Custom List
    • Importing From Excel
  6. Exploring the List Toolbars
  7. Working With List Data
    • Creating, Modifying, and Deleting Items
    • Using the Different View Formats for Working With Items
  8. Using Basic Reporting Functions: Sort and Filter
  9. Working With the Tasks List App
    • Parent/Child Tasks
    • Using the Timeline
    • Using the Different Views
  10. Advanced List Topics
    • Validating a List Column
    • Advanced Settings
    • Deleting Lists
    • Saving as a Template
    • Enterprise Keywords
    • Using Alerts
  11. Working With Views
    • Exploring existing Views
    • Creating a New View
  12. Class Activity: Architecting a “Class Roster”
    • Explain Business Requirements
    • Architect the List
      1. Metadata Requirements
      2. View/Report requirements
    • Build the List
    • Students Interact With List
    • Create View
    • Test View

LAB: Working With Lists in the SharePoint Training Site

  • Create Lists in the SharePoint Training Site
    • “Training” Tasks
    • “Training” Calendar
    • “Instructor Availability” Calendar
    • Custom “Classes” List

Part 6: SharePoint Libraries

  1. What are Libraries?
  2. Using Libraries to Manage Document Information Lifecycle in the Enterprise
  3. Library Architecture
    • Content Types – Documents
    • Metadata
      1. Importance of Metadata
      2. Folders vs Metadata
      3. Columns/Fields Types
    • Views
  4. Available Library Apps
  5. Creating Apps using Library Templates
    • Creating a Document Library
    • Creating a Picture Library
  6. Exploring the Library Toolbars
  7. Working With Documents
    • Adding Content to a Document Library With No Required Metadata
      1. New Document
      2. Saving Documents from Office
      3. Upload Document
      4. Windows Explorer
      5. Drag-and-Drop
    • Adding Content to a Document Library With Required Metadata
      1. New Document
      2. Saving Documents from Office
      3. Upload Document
      4. Windows Explorer
      5. Drag-and-Drop
      6. Document Control Using Check In/Check Out
      7. Using Basic Reporting Functions: Sort and Filter
      8. Using Version Control
    • Major Versions
    • Major and Minor Versions
    • Content Approval
  8. Advanced Library Topics
    • Validating a List Column
    • Advanced Settings
    • Deleting a Library
    • Saving as a Template (With Content)
  9. Working With Views
    • Exploring Existing Views
    • Creating a New View
  10. Class Activity: Architecting a “Client Records” Library
    • Explain Business Requirements
    • Architect the Library
      1. Metadata Requirements
      2. View/Report Requirements
    • Build the Library
    • Upload Documents to the Library
    • Create View
    • Test View

LAB: Working With Libraries in the SharePoint Training Site

  • Create Libraries in the SharePoint Training Site
    • Create a Document Library
    • Upload documents and Create New Documents
    • Enable Version Control
    • Work With Documents With Version Control
    • Create a Picture Library
    • Upload Pictures and Work With formats

Part 7: Access Control – Permissions Management

  1. Overview of Permissions and Security
  2. Groups
    • Default Groups
    • Creating Groups and Managing Group Membership
  3. Users
    • Active Directory Integration
    • Using Security Groups for SharePoint Access Control
  4. Permission Levels
  5. Roles-based Management
    • Groups Represent Roles
    • Groups are Assigned Permission Levels
  6. Where Permissions are Set
    • Site, Lists and Items, Libraries and Documents
  7. Inheritance
  8. Using “Sharing” to Share Information
  9. Access Requests
  10. Best Practices

LAB: Working With Permissions and Sharing Information

  • Creating a Group
  • Adding Users to a Group
  • Assigning Permission Levels
  • Sharing a Site and a Library
  • Create and Edit Permission Levels

Part 8: Enterprise Content Management

  1. Importance of ECM
  2. Content Types
    • Site Columns
    • Content Types
  3. Managed Metadata
  4. Document Sets

LAB: Working With Content Types

  • Creating Site Columns
  • Creating Content Types
  • Using Managed Metadata
  • Creating Document Sets

Part 9: SharePoint and Office Integration

  1. Connecting and Syncing Lists and Libraries to Outlook
  2. Project Pro Integration
  3. Exporting Data to Excel
  4. Site Mailboxes

LAB: Connecting Lists and Libraries to Outlook

  • Syncing the Task List
  • Connecting a Calendar
  • Connecting Contacts
  • Exporting a List to Excel
  • Creating a Site Mailbox

Part 10: Business Process Automation using Workflow

  1. OOTB Workflow
  2. Workflow Settings
  3. Workflow Administration
  4. Custom Using SharePoint Designer

LAB: Using Workflow

  • Creating an Approval Workflow
  • Creating a Three-State Workflow
  • Creating a Custom Workflow to Manage Documents

Part 11: Focus on Collaboration Tools to Drive Engagement

  1. Surveys
  2. Wiki
  3. Blog
  4. Newsfeed
  5. About Me
  6. Communities

LAB: Using the Collaboration Tools

  • Creating a Survey
  • Creating a Wiki for Procedures Manual
  • Creating a Blog
  • Creating Your “Profile” / About Me
  • Using the Newsfeed
  • Following Colleagues, Documents, and Sites
  • Creating a SharePoint User Group Community

Part 12: Designing a SharePoint Site to Drive Collaboration

  1. Pages
    • Page Types
    • Choosing the Right Page Type
    • Creating Pages
  2. Web parts
    • What are Web Parts
    • Using the Common Web Parts
    • Web Part Properties
  3. Page Design
    • Creating Pages
    • Page Layout
    • Placing Components on Your Page

LAB: Designing your Team Site

  • Planning Your Page
  • Creating a New Page
  • Place Components and Web Parts on the Page
  • Moving Items Around on a Page
  • Best Practices
Who should attend

The target audience for this class includes users tasked with driving SharePoint from the day-to-day creation and management of information to driving user adoption and engagement. The audience for this class would be the following SharePoint roles:

  • Site Owner
  • Content Editor
  • Information Manager
  • Site Administrator, Site Collection Administrator
  • Project Manager
  • Team Supervisor
  • Librarian
  • Any End User who needs a deeper dive into SharePoint 

Keep in mind that your organization may have coined its own roles, but these are the commonly used roles within a SharePoint ecosystem. This class is targeted to users as opposed to administrators. The Farm Administrator and SQL DBA roles are not covered in this class.

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