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Using SharePoint and Office 365 SharePoint


4 Days
Classroom Session

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.

NASBA (CPE)

NASBA continuing professional education credits (CPE) assist Certified Public Accountants in reaching their continuing education requirements.

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.

NASBA
NASBA
32.00 CPEs

Expertise Level: Intermediate
Certification
Classroom Registration Fees
Individual:
$2395.00
Private Onsite Package

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

Learn More About Enterprise Team Training

Overview

This four-day SharePoint training & Office 365 training course is designed to provide the hands-on experience with SharePoint or Office 365 SharePoint that you need to begin utilizing SharePoint within departments and teams in your organization. Although some people may learn how to use a few of the basic features by just jumping right in and seeing what they can do with it, these people usually miss a lot of the power that SharePoint provides. After taking this class, you can be assured that you will begin using it in the most effective way possible.

The concepts and features taught in this SharePoint training & Office 365 training course are all applicable to SharePoint Server  and the SharePoint Online included in most Office 365 plans. Although this class doesn't utilize any of the features that are exclusive to the Enterprise edition of SharePoint, everything that is covered is applicable to both the Standard and Enterprise editions.

Understand the concepts and terminologies that are unique to SharePoint
Understand governance considerations as related to business use of SharePoint
Understand and apply best practices associated with site and site collection administration
Use SharePoint to create, organize, discover, and share information with others
Use SharePoint to manage a collaborative team
Use SharePoint for Enterprise Content Management
Use the social computing features in SharePoint
Upcoming Dates and Locations
Guaranteed To Run

There aren’t any public sessions currently scheduled for this course, but if you fill out the form below, we can tell you about how we can bring this course to you!

Course Outline

1: Introduction to SharePoint

The class assumes that the student is seeing SharePoint for the very first time, so no prior SharePoint knowledge is necessary. Students will begin by learning what SharePoint is conceptually—and how information is accessed in SharePoint-by exploring an existing SharePoint site. During the first two days, students will build an identical SharePoint environment.

Questions that will be answered in this module include:

  • What is SharePoint?
  • How do I navigate pages, sites, lists, and libraries in SharePoint?

2: Document Libraries

Much of the information in most organizations is stored in file shares and users' "My Documents" folders on their local computer. Document Libraries in SharePoint build on the file share paradigm that most users are familiar with but add a number of significant improvements. In this module, students will learn the role that Document Libraries play in a SharePoint site by adding documents to a library, categorizing documents with folders and metadata, and creating custom views.

Questions that will be answered in this module include:

  • How do I upload single and multiple documents to SharePoint?
  • How do I drag and drop documents into SharePoint?
  • What is a Library? How do I create one?
  • What is metadata and why is it different (and better) than folders?
  • How do I create a column on a Library?
  • How do I validate the information in a column?
  • How do I create views of a library?

3: Office Web Applications

Although not strictly a feature of SharePoint Server, the Office Web Applications provide a way for users to both view and edit Microsoft Word, Excel, PowerPoint, and OneNote documents entirely in the browser. In this module, students will explore and use many of the features in the Office Web Applications.

Questions that will be answered in this module include:

  • How do I create new blank documents with the Office Web Applications?
  • How do I edit a document in the Word Web Application?
  • How do I edit PowerPoint presentations in the PowerPoint Web Application?
  • How do I edit Excel Spreadsheets in the Excel Web Application?
  • How do I edit OneNote notebooks in the OneNote Web Application?
  • How does co-authoring work to allow multiple people to work on Word, Excel, PowerPoint, and OneNote documents simultaneously in real time?

4: Basic Document Management

In this module, students will build on what they have learned about Document Libraries and explore the document management functionality. Students will explore the features that allow SharePoint to automatically create and store both minor and major versions of documents such that previous versions can be viewed or restored if needed. Students will also use the content approval and check-in and check-out functionality, along with the Recycle Bin, to restore documents that have been deleted.

Questions that will be answered in this module include:

  • How do major and minor versioning work in SharePoint?
  • How do I create draft versions of a document?
  • How do I publish a document?
  • How does document check-in and check-out work?
  • How does the Approval process work?
  • How can I restore deleted documents?

5: Lists

At its core, a SharePoint site consists of a number of lists. In this module, students will work with the out-of-the-box Links list that is natively part of a SharePoint team site. Students will also create their own custom lists with custom views, and learn how to create a list from data that is in an Excel spreadsheet.

Questions that will be answered in this module include:

  • What type of information is stored in a SharePoint List?
  • What list templates are available?
  • How do I customize the out-of-the-box lists with columns and views?
  • How do I create a custom list?
  • How do I edit items in a SharePoint list?

6: Pages and Web Parts

SharePoint is more than just lists and libraries for storing information. It is a system for retrieving and working with information. Pages customize the display experience. In this module, students will create and edit their own Wiki Pages and Web Part Pages; they will use the Content Editor Web Part, Image Web Part, and Page Viewer Web Part to customize the content that appears on their pages.

Questions that will be answered in this module include:

  • What is a Wiki Page?
  • How do I edit content on a Wiki Page?
  • How do I apply styles and layout to a Wiki Page?
  • How do I add tables and pictures to a Wiki Page?
  • What are Web Parts?
  • How do I add Web Parts to a Wiki Page?
  • How do I modify a Web Part?
  • What are Web Part Pages?
  • How do I add Web Parts to a Web Part Page?
  • How do I edit content in a Web Part Page?

7: Apps and the App Store

Lists and Libraries aren't the only things users can add to their SharePoint sites. There are many other applications (or apps) available that can dynamically display information (such as news, weather, or RSS feeds), display information in your lists and libraries more creatively (such as with charts, graphs, or maps), manage your SharePoint sites, integrate with other web sites and social networks, or almost anything else you can imagine. 

Questions that will be answered in this module include:

  • What is the SharePoint App Store?
  • How do I find apps in the SharePoint Store?
  • What are free apps and what are paid apps?
  • How do I purchase apps from the SharePoint Store?
  • How do I add an App Part to a Page?

8: Creating and Managing Sites

SharePoint is a collection of web sites. Each site has a collection of lists and libraries that store the information end users interact with and use. In this module, students will learn about the various site templates that are available and how to create their own sites and subsites. They will also learn how to manage their sites with the Site Settings page.

Questions that will be answered in this module include:

  • What is the site hierarchy?
  • What do subsites inherit from their parent sites?
  • How do I create a site?
  • How do I change the navigation settings in a site?
  • What site templates are available?

9: Security

Information security is critical! In SharePoint, much of this responsibility can be transferred to the site owner. In this module, students will learn how the SharePoint security model works and how to secure the content in their own SharePoint sites.

Questions that will be answered in this module include:

  • What are SharePoint Groups and Permission Levels?
  • What is the Site Visitors group and how do Read Only permissions work?
  • What is the Site Members group and how does Contribute permissions work?
  • What is the Site Owners group and how does Full Control permission work?
  • What is a Site Collection Administrator and how is it different than a Site Owner?
  • How can I create my own security groups?
  • How does the 'Share' option work to change permissions in SharePoint?
  • How can I test permissions?

10: Social Computing

Users have become comfortable using Facebook, Twitter, LinkedIn, and other social computing tools for communicating and collaborating in their personal lives. Many of the features found in these sites have been incorporated into SharePoint—and the social experience is integrated with almost everything. In this module, students will learn how to use these features to improve how information is discovered, shared, and organized, and how to increase efficiency and flexibility in communication across the organization. 

Questions that will be answered in this module include:

  • How do I edit My Profile?
  • How is My Profile Used?
  • What is a user's Newsfeed?
  • What is a site Newsfeed?
  • How do I comment or reply to an item on the Newsfeed? 
  • How do I share something on my Newsfeed? 
  • What are hashtags? And how do I use them? 
  • How do I "Like" something in SharePoint? 
  • How do I follow People, Sites, Documents, and Topics? 
  • How do I see what other people are following? 
  • What is "SkyDrive Pro"?
  • How do I synchronize documents between my computer and My Site? 

11: Enterprise Search

SharePoint sites can contain a variety of content. While a well-developed taxonomy will help users quickly find most information, many users will find Search to be the best way to quickly locate some content. In this module, students will learn how to utilize the powerful features of Enterprise Search.

Questions answered in this module include:

  • What are search refiners and how do I use them?
  • What are Key Words and Best Bets?
  • How do I use search to find people within the organization?
  • How do I subscribe to search alerts?
  • How do I preview items within my search results? 
  • How do I follow and share items within my search results? 
  • How do I use the Content Search web part?

12: Calendars

Calendars in SharePoint provide a central location for teams to track specific events. In this module you'll explore SharePoint's calendar functionality and the variety of views that are available to allow you to view a single calendar in a variety of ways.

Questions that will be answered in this module include:

  • How do I add and edit items on a SharePoint Calendar?
  • How do I create recurring items in a SharePoint Calendar?
  • How do I create calendar views of lists and libraries?
  • How do I use Calendar Overlays to view multiple calendars together?

13: Tasks and Project Tasks

The tracking of tasks is important to any project team. In this module, students will explore how Tasks and Project Tasks lists can be used in SharePoint to make task management easy.

Questions that will be answered in this module include:

  • How do I add and edit items in a SharePoint Task list?
  • What is the timeline?
  • How do I create Gantt views of lists and libraries?
  • How are tasks integrated into my "My Site"?
  • How do I turn a newsfeed item into a Task?

14: Alerts and RSS

There is always a lot going on in SharePoint. It's just not possible to monitor everything, especially in a large SharePoint deployment. In this module, students will learn how to subscribe to email alerts on lists and libraries to be notified when specific kinds of changes take place.

Questions that will be answered in this module include?

  • How do I subscribe to alerts on items in lists and libraries?
  • How do I subscribe to alerts on lists and libraries?
  • How can I receive alerts via SMS text messages?
  • How can site owners subscribe other users to alerts?
  • How do I edit or delete alerts?
  • What is RSS and how does it work?
  • How can I subscribe to a SharePoint RSS feed in Internet Explorer or Outlook?

15: Surveys

Within any organization there is a frequent need to gather input from various users. SharePoint provides the capability to create surveys with a variety of response types and conditional branching logic. Students will learn how to create a survey in SharePoint and view reports of the survey results.

Questions that will be answered in this module include:

  • How do I create a survey in SharePoint?
  • How do I add conditional branching to a survey?
  • How do I get reports on survey results?

16: Communities

Discussion Boards and Forums have been around since the early days of the Internet. They are a common way for users to collaborate with non-time-sensitive questions, answers, and conversation. In SharePoint, forums are called Communities and they provide a rich area for informal communication. In this module, students will learn how to set up, use, and administer a SharePoint Community around the areas of interest and purpose in their own organization.

Questions that will be answered in this module include:

  • How do I create a Community from the Community Site Template?
  • How does discussion take place in a Community?
  • How does community activity integrate with My Sites?
  • How do I create and manage categories?
  • How do I manage experience levels and badges?
  • How do I report things to a moderator?
  • What different functionality is available for visitors, members, moderators, and owners of a Community? 

17: Customizing Navigation and Look-and-Feel

SharePoint provides tools that allow the site owner to quickly and easily customize the Top Link Bar (Global Navigation) and the Quick Launch Bar (Site Navigation) to meet the needs of their users. In this module, students will customize the navigation of the SharePoint environment of the site they have created. Students will also customize the look-and-feel of their SharePoint site via themes.

Questions that will be answered in this module include:

  • How do I customize the Global (Top Link Bar) Navigation?
  • How do I customize the Quick Launch Bar (left hand navigation)?
  • How do I change the look of my SharePoint site by selecting a theme?
  • How do I change the icon on a site?
  • How do I change the colors on a site?
  • How do I change the fonts used in a site?

18: Content Types

All the information that is stored in SharePoint is some type of content. SharePoint allows users to create their own types of content with custom metadata and functionality. By creating custom types of content, users can take better control over the information in their organization. In this module, students will learn how to create their own Content Types and Site Columns.

Questions that will be answered in this module include:

  • How do I create and use Site Columns?
  • How do I create and use Content Types?
  • How are Site Columns and Content Types inherited by subsites?
  • How does Content Type inheritance work?
  • How do I use the Content Query web part to roll up content from multiple sites?

19: Workflow

Much of the information in your organization is part of a larger business process. Many of those business processes can be automated through workflows in SharePoint. SharePoint provides five out-of-the-box workflows to assist with common business processes. In this module, students will learn how to configure and use an out-of-the-box workflow.

Questions that will be answered in this module include:

  • What is a workflow?
  • Which workflows are available out-of-the-box?
  • How do I add an out-of-the-box workflow to a SharePoint list or library?
  • How do end-users interact with a SharePoint workflow?

20: Rich Media Management

Digital assets (such as images, audio, video, etc.) are becoming more important in today's workplace. SharePoint can serve as a repository for these kinds of rich media that makes it easy for users to discover and use items others have created. In this module, students will learn how to store and manage digital assets in SharePoint.

Questions that will be answered in this module include:

  • How do previews work in an Asset Library?
  • How do I add video to a web page?

21: Managed Metadata

Organizations are discovering the benefits of tagging information with metadata instead of using folders. Managed Metadata in SharePoint allows metadata terms to be centrally stored and managed so they can be reused across the SharePoint farm. In this module, students will learn how to apply and use Managed Metadata from an end-user perspective.

Questions that will be answered in this module include:

  • What is Managed Metadata?
  • How do I add a Managed Metadata column to a SharePoint list or library?
  • How do end-users apply Managed Metadata?
  • How does Managed Metadata help refine search queries?
  • What are Metadata Navigation Settings and how do I change them?
  • How do I use and configure Navigation Hierarchies?
  • How do I use and configure Key Filters?

22: Publishing and Web Content Management

The Publishing features in SharePoint make it easy to implement a public web site with web content management or to implement web content management within an intranet scenario. In this module, students will learn how to work with the Publishing Features in SharePoint.

Questions that will be answered in this module include:

  • What is a Publishing Page?
  • What are Page Layouts?
  • How do I edit content in a Publishing Page?
  • How does the Approval Workflow and Versioning work in a Publishing site?

23: Audience Targeting

Audience targeting is a feature of SharePoint Server which allows content to be displayed only to users who are in particular groups or audiences. In this module, students will explore how to: add targeted navigational links, add targeted web parts on pages, and how to use the Content Query web part to target individual list and library items to specific groups of users.

Questions that will be answered in this module include:

  • What is the difference between SharePoint Groups, Distribution/Security Groups, and Global Audiences?
  • How do I show different navigation items to different users?
  • How do I show a web part to only certain people?
  • How do I use the Content Query Web Part to target items in lists and libraries to certain people?

24: Document Sets

Document Sets is a powerful way to treat multiple documents as though they were a single document. This can be very helpful whenever a particular business process centers on multiple documents such as a loan document packet, request for proposal (RFP), or other project. In this module, students will explore the Document Set functionality for handling multiple documents as a single entry. 

Questions that will be answered in this module include:

  • What is a Document Set?
  • How do I allow Document Sets in my SharePoint libraries?
  • How do I create a custom Document Set Content Type?
  • How can metadata be automatically shared between documents in a document set?
  • How does versioning work on a Document Set?
Who should attend

This SharePoint & Office 365 training course is intended for: 

  • SharePoint Site Owners
  • Site Collection Administrators
  • Project Managers
  • Department Managers
  • Trainers
  • Help-desk and End-user Support Professionals
  • IT Professionals who are interested in the out-of-the-box functionality and features
  • CIOs and IT Managers who are considering implementing SharePoint in their environment
  • This class is for SharePoint 2013, 2016, and Office 365 Users.

Yes, this course looks perfect for my needs!