Course 55035-B: Microsoft SharePoint Server 2013 for the Site Owner/Power User

Microsoft

Course 55035-B: Microsoft SharePoint Server 2013 for the Site Owner/Power User

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This two day class is designed for information workers or power users who serve as SharePoint Site Owners or Site Collection Administrators. Students should take this course if they need to know how to manage the team collaboration, document management and social features of Microsoft SharePoint 2013. This class is an excellent prerequisite for IT Professionals who work as SharePoint Server Administrators attending 20331: Core Solutions of Microsoft SharePoint Server 2013. This class can be delivered using Site Collections on an in-house server, virtual machines or Office 365.

Audience Profile

This course is intended for SharePoint Site Owners, SharePoint Site Collection Administrators and SharePoint Administrators and Developers.

Prerequisites

Course outline

Module 1: The Role of the Site Owner

Module Overview

This module provides an introduction to the topics covered in the class, introduces SharePoint terminology and gets a start in navigation.

Lessons

What is SharePoint ?
o Team Collaboration
o Document Management
o Social Features
SharePoint Administrative Roles
o Site Owner
o Site Collection Administrator
o Server Administrator
SharePoint Administration Options by Role

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Identify who can do what in SharePoint administration.
Navigate to site collection, site, page and list administration pages.

Module 2: Users, Groups and Permissions

Module Overview

This module covers the management of SharePoint users and user security.

Lessons

SharePoint Security Best Practices
Users and Groups
Adding Users and Groups
Adding Site Collection Administrators
Permissions and Permission Levels
Creating Custom Permission Levels
Configuring List and Library Permissions

Lab Sessions

Users, Groups and Permissions

Lab Lessons

Add new users to a site
Create a permission level for Add, Edit, but not Delete
Create a new group for the site
Create a new group for granular permissions
Create a subsite with unique permissions
Set unique permissions on a library and a folder

After completing this module, students will be able to:

Manage SharePoint security using best practices.
Add new users and groups.
Create custom permission levels.

Module 3: Site and Site Collection Features

Module Overview

This module covers the use of SharePoint Features to add and remove functionality.

Lessons

What is a Feature ?
Activating and Deactivating Features
Commonly Used Features

Lab Sessions

Site and Site Collection Features

Lab Lessons

Add a Site Notebook to a Team Site

After completing this module, students will be able to:

Define the purpose of features.
Activate and deactivate features.

Module 4: Managing Sites and Pages

Module Overview

This module covers the creation and management of SharePoint sites and pages.

Lessons

Creating Subsites
Site Templates
Configuring the Look and Feel of a Site
Configuring Navigation Options
Adding and Managing Pages
Working with Web Part Pages
Frequently Used Web Parts

Lab Sessions

Managing Sites and Pages

Lab Lessons

Create a Project Site
Create a page about an event
Create a web part page and work with web parts

After completing this module, students will be able to:

Create subsites from templates.
Configure site navigation options.
Create and edit pages.
Create web part pages and manage web parts.

Module 5: Working with Lists and Libraries

Module Overview

This module covers the use of SharePoint lists and libraries.

Lessons

SharePoint Lists and List Features
Document Libraries
Libraries vs. Lists with Attachments
Adding Columns to Lists and Libraries
Column and Item Validation
Creating List and Library Views
Working with Office Web Apps
Organizing Content Using Folders and Metadata
Picture, Asset and Other Libraries
Configuring RSS Feeds
Configuring Incoming Email

Lab Sessions

Working with Lists and Libraries

Lab Lessons

Customizing lists and libraries
Open, edit and manage documents in Microsoft Office applications and Office Web Apps
Delete documents and recover them from the Recycle Bins
Configure and work with document versioning
Create metadata grouped views
Create a custom Calendar view on a library

After completing this module, students will be able to:

Create and customize lists and libraries.
Open and edit documents in Microsoft Office and with Office Web Apps.
Manage checked out documents.
Recover items from the Recycle Bin.
Work with document versioning.
Create views including metadata grouped views and calendar views.

Module 6: SharePoint Workflows

Module Overview

This module provides an overview of the SharePoint 2013 workflow features Workflows.

Lessons

SharePoint Workflows
Out of the Box Workflow Demo

Lab Sessions

SharePoint Workflows

Lab Lessons

Configuring an Approval Workflow

After completing this module, students will be able to:

Identify the differences between Out of the Box, SharePoint Designer and Visual Studio workflows.
Configure and use the out of the box Approval workflow.

Module 7: Monitoring SharePoint Activity

Module Overview

This module covers the use of SharePoint activity reports.

Lessons

Storage Reports
Usage Reports
Search Reports

Lab Sessions

Monitoring SharePoint Activity

Lab Lessons

Configuring an Approval Workflow

After completing this module, students will be able to:

Use the Site and Site Collection reports.

Module 8: Advanced Document Management

Module Overview

This module explores the document management features of libraries.

Lessons

Information Management Policy Settings
Auditing List and Document Activity
Working with Site Columns and Content Types
Built-in Content Types
Using Document Sets
Using the Content Organizer

Lab Sessions

Advanced Document Management

Lab Lessons

Create a Content Type for Purchase Orders
Add Content Types to a library
Configure Document Sets
Editing and managing documents in a library

After completing this module, students will be able to:

Create retention and auditing policies for a list or content type.
Create and use Site Columns, Content Types and Document Sets.
Use the Versioning, Check Out/In and Content Approval features.

Module 9: SharePoint Apps

Module Overview

This module provides explores SharePoint 2013 Apps.

Lessons

What is an App ?
Working with Built-in Apps
The SharePoint App Store
The Corporate App Store

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Identify the different kinds of SharePoint Apps.
Browse the App stores and add an App.

Module Overview

This module covers the use of the SharePoint 2013 Community Site.

Lessons

Social Features
Rating Stars
Tags and Notes
Micro-blogging
Blogs
Building online communities using SharePoint
Discussion and Moderation
Rating discussions and earning points

Lab Sessions

Social Features and the SharePoint Community Site

Lab Lessons

Hands-on practice is delivered as part of the instructors presentation. The students will use the features of the module in an instructor led collaboration experience

After completing this module, students will be able to:

Interact with other SharePoint users in discussion forums.
Rate posts and earn reputation points.

Module 11: Additional Topics for Site Owners

Module Overview

This module covers the several additional topics of interest to Site Owners.

Lessons

Audiences
Managing User Alerts
List and Library Communications Options

Lab Sessions

Additional Topics for Site Owners

Lab Lessons

Hands-on practice is delivered as part of the instructors presentation. The students will use the features of the module in an instructor led collaboration experience

After completing this module, students will be able to:

Filter content using Audiences.
Manage user alerts.
Configure list and library communication options.

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