Course 55029-B: Introduction to SharePoint 2013 for Collaboration and Document Management

Microsoft

Course 55029-B: Introduction to SharePoint 2013 for Collaboration and Document Management

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This ½ to full day class is designed for SharePoint team members who need to know how to use the team collaboration, document management and social features of Microsoft SharePoint 2013. This class can be delivered using a Site Collection on an in-house server, virtual machines or Office 365.

Audience Profile

This course is intended for SharePoint end users, SharePoint Site Owners and Power Users who will be attending a SharePoint 2013 Site Owner class, SharePoint administrators and developers.

Prerequisites

Course outline

Module 1: SharePoint Overview

Module Overview

This module provides an introduction to the topics covered in the class, introduces SharePoint terminology and provides an overview of the available versions of SharePoint 2013 and Office 365.

Lessons

What is SharePoint ?
Team Collaboration
Document Management
Web Sites
Social Features
SharePoint Security

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Explain the core SharePoint feature sets.

Module 2: Accessing SharePoint

Module Overview

This module covers the logging onto SharePoint and SharePoint site navigation.

Lessons

Logging onto SharePoint
SharePoint Navigation: The Suite Bar
SharePoint Navigation: The SharePoint Screen
SharePoint Navigation: The Title area crumb trail
SharePoint Navigation: Following and returning to sites
SharePoint Navigation: The SharePoint Ribbons
SharePoint Navigation: Quick Launch and Web Parts
Regional Settings

Lab Sessions

Accessing SharePoint

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Log into SharePoint 2013 and Office 365.
Explore a library.
Navigate SharePoint Pages.
Follow and return to sites.

Module 3: SharePoint Libraries

Module Overview

This module covers the use of SharePoint libraries and document management.

Lessons

Document Libraries
Ribbon options and the Open Menu link ()
Accessing Documents
Office Web Apps
Checking Out Documents
Deleting Documents and the Recycle Bin
Creating and Managing Alerts
Uploading Documents
Blocked File Types
Creating Folders
Creating New Documents
Versioning
List and Library Views
Asset and Picture Libraries

Lab Sessions

SharePoint Libraries

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Navigate library pages and web parts.
Navigate a library using the Ribbon, document dropdown menus and the Crumb Trail.
Open and edit documents in Word and other applications.
Open and edit documents using Office Web Apps.
Check out and check in documents using browser and Office features.
Delete documents and recover them from the Recycle Bin.
Upload a single file, multiple files and use Windows Explorer view.
Understand that certain file types are blocked and cannot be uploaded.
Work with folders.
Create new documents from within SharePoint.
Work with document versioning.
Display libraries using views.

Module 4: SharePoint Lists

Module Overview

This module covers the use of SharePoint 2013 lists.

Lessons

SharePoint Lists
Working with Custom Lists
Working with Task Lists
Using Task Lists to manage team tasks
Adding and Updating Tasks
Using Task Views
Synchronizing Task Lists with Outlook
Working with SharePoint Calendars
Calendar Navigation and Views
Adding Calendar Events
Dealing with long lists of events
Synchronizing SharePoint Calendars with Outlook
External Lists

Lab Sessions

SharePoint Lists

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Create, edit and update tasks and other SharePoint lists.
Work with list views.
Synchronize Task Lists with Outlook.
Create, edit and update events.
Work with calendar views.
Synchronize SharePoint Calendars with Outlook.
Explain the role of External Lists

Module 5: SharePoint Search

Module Overview

This module covers the SharePoint 2013 search features.

Lessons

Searching SharePoint
What is searchable
Search results and refiners
Search Tips and Tricks

Lab Sessions

SharePoint Search

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Search for content.
Search for people.
Refine their searches.

Module 6: SharePoint Wikis

Module Overview

This module covers working with SharePoint 2013 Wikis.

Lessons

Uses of a Wiki
Editing Wiki Articles
Working with Wiki Version Tracking
Wiki Views

Lab Sessions

SharePoint Wikis

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Use Wikis as FAQ lists, self-service help sites, and knowledge bases.
Create, edit and update Wiki articles.
Work with Wiki views.

Module Overview

This module introduces the SharePoint 2013 social features.

Lessons

What are Social Features?
Interacting with People
About Me and Updating Your Profile
Your Newsfeed
Micro-blogging
Tagging and Rating Documents
Blogs

Lab Sessions

SharePoint Social Features

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Update their user profile.
Follow sites, content and people.
Add folksonomy to content using tags and ratings.
Use the Newsfeed features to micro-blogging and follow coworkers.

Module 8: Discussion Boards

Module Overview

This module covers working with SharePoint 2013 Discussion Boards.

Lessons

SharePoint Discussion Boards
Reading, creating and responding to discussions

Lab Sessions

Discussion Boards

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Read and explore Discussion Boards.
Create and reply to discussions.

Module 9: Community Sites

Module Overview

This module covers working with SharePoint 2013 Community Sites.

Lessons

Community Sites
Requesting Access
Joining the Community
Exploring Topics
Posting and Replying
Best Replies and Alerts

Lab Sessions

Community Sites

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Understand the difference between Discussion Board lists and Community Site subsites.
How access to Community Sites is controlled and how to request access and join the community.
How to create new discussions and how to reply to existing discussions.
How to mark replies as Best Reply.
How to create Alerts on topics of interest.

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