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Microsoft

Course 55286-A: SharePoint 2019 Power User

  • Duration: 4 days
  • Job Role: Developer

Course 55286-A: SharePoint 2019 Power User

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This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites. Your goal is to learn how to make SharePoint relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues. During the class you will also learn best practices and ‘what not to do’ as you watch live, interactive demonstrations and put theory into practice with hands on exercises.

Audience Profile

This course is intended for both novice and experienced SharePoint users who wish to make full use of SharePoint 2019.

Prerequisites

  • No previous experience is required.

Course outline

Module 1: An Introduction to SharePoint 2019

Module Overview

Let’s get started with SharePoint 2019 by letting you know about its fantastic selection of features. We will demonstrate popular uses of SharePoint 2019 to manage and share content, create engaging web page, automate business processes and work in real time with co-authoring. 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 2019 has to offer an end user.

Lessons

What is SharePoint ?
Centrally Manage
Web Pages
Team Work
Search
Social Experience
Automate and Capture
Office Integration
Ownership and Access
Who Might be a Good Site Owner ?
Other Unique Roles
Site Collection Administrator
Farm Administrator

Lab Sessions

Introduction to SharePoint 2019

Lab Lessons

Navigating SharePoint
Using your app launcher
Uploading to OneDrive
Updating your MySite Profile

After completing this module, students will be able to:

Describe popular reasons to use SharePoint 2019.
Understand user roles in SharePoint 2019.
Navigate SharePoint 2019.
Manage your OneDrive and MySite.

Module 2: Creating Sites

Module Overview

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. This will allow you to understand existing sites that other people have created as well as making good decisions when building new 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 site. We will also build our navigation bar, a simple but powerful way to help users move between websites.

Lessons

Planning your sites
The Farm, Site Collections and Subsites Explained
Hybrid Configuration
Web Addresses
Site Collections Explained
Why Create Subsutes?
Creating a Site Collection: Classic and Modern
Requesting a New Site
Navigating your Team Site
User Interface: Classic vs Modern
Where does Classic come from?
Creating Subsites
Site Templates
Apply a new Theme
Building your Navigation
Deleting Sites

Lab Sessions

Creating Sites

Lab Lessons

Create two sub sites
Delete a sub site
Restore a site
Update the navigation

After completing this module, students will be able to:

Understand the benefits of using site templates when creating new sites.
Correctly use Site Collections and Sites.
Control site navigation.
Delete and Restore sites.

Module 3: Creating and Managing Web Pages

Module Overview

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. 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 and communication sites.

Lessons

An Introduction to Web Pages
Types of Web Page
Add a Site or News Page
Sections
Web Parts
Page Details
Save, Publish, Promote and Delete Pages
Communication Sites
Classic Team Site Pages
Add & Modify Wiki Page Content
Adding Rich Content
App Parts and Web Parts
Page Management
Delete a Page
Web Part Pages
Publishing Sites
Create Pages
Page Layouts
Renditions
Reusable Content
Finalizing a Publishing Page
Scheduling a Publishing Page
Publishing Approval

Lab Sessions

Create and Manage Web Pages

Lab Lessons

Tidy up the Training home page
Add rich content
Create a new page
Optional – Create a Communication site

After completing this module, students will be able to:

Know when to create pages.
Create all types of pages.
Add content to a page including images and videos.
Use publishing page content such as renditions and reuable content.

Module 4: Working with Apps

Module Overview

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. SharePoint 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 2019 platform.

Lessons

An Introduction to Apps
An Introduction to Libraries
An Introduction to Lists
On-Premises and Marketplace Apps
Adding Apps to a Site
Creating and Managing Columns
Public and Personal Views
Managing App Settings
Content Approval
Major and Minor Versioning
Document Sets
Uploading Files to a Library
Create and Edit Files
File Templates
Co-Authoring
Check Out – In
File Properties, Sort, Filter and Details
Quick Edit View
File Commands
Copy Link and Share
Folders
The Recycle Bin
Tracking Content
OneDrive Sync
Working with Classic Lists

Lab Sessions

Working with Apps

Lab Lessons

Creating a new library
Setting up columns and views
Uploading content
Setting up alerts and using versioning
Creating a list
Deleting and restoring an app

After completing this module, students will be able to:

Understand the App template available in SharePoint 2019.
Create new apps to store business information.
Customize apps with Columns, Views and App settings to make them relevant to specific business.
Use SharePoint Apps with other Office applications including Excel and Outlook.
Sort and Filter documents.

Module 5: Building processes with Workflow

Module Overview

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.

Lessons

An Introduction to Workflows
Adding Workflows
Workflow Scenarios
Removing Workflows
Creating Workflows
Third Party Workflow Tools
Configuring Workflow Settings

Lab Sessions

Create and Run Workflows

Lab Lessons

Enable the workflow feature
Create a library for procedures
Add a new publishing workflow
Test the workflow

After completing this module, students will be able to:

Understand how to create a new approval flow.
Understand how to create a new powerapp.
Understand and instating a business process.

Module 6: Customizing Security

Module Overview

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 customize 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. You will also see how to use the Share button to quickly share documents with other users.

Lessons

SharePoint Roles
Managing Access to SharePoint
Setup Access Requests
Sharing a Site
Sharing Files
Removing a User
Customizing SharePoint Security
Create Permission Levels
Creating a SharePoint Security Group
Managing Inheritance

Lab Sessions

Customizing Security

Lab Lessons

Share Content in a library
Create new permission levels
Create a new security group
Add and remove users
Modifying inheritance of sites/apps

After completing this module, students will be able to:

Understand how to share content ina library and associated permissions.
Understand how to create new permission levels and security groups.
Understand how to add and remove users.

Module 7: Working with Search

Module Overview

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. While SharePoint’s search is rich and intelligent, site owners can make customisations to search to improve its relevance to an organisation. We will show common techniques used by site owners to improve search results by promoting specific content when a certain keyword is used.

Lessons

Profiles
An Introduction to SharePoint Search
Search Apps, Document Sets and Folders
Local Site Search
Search Results
Search Tips
Promoted Results

Lab Sessions

Searching in SharePoint

Lab Lessons

Search for content in your library
Find content from your site
Search across all sites
Optional – Create a promoted result

After completing this module, students will be able to:

Describe the key features of search.
Use search to find content including people, sites and videos.
Use search web parts to roll up content from multiple locations.

Module 8: Enterprise Content Management

Module Overview

Traditionally teams make use of file templates or manual processes to ensure information is collected and retained correctly. This may be a choice your team makes or a decision that is more universal across your organisation. In this module, we will help your team establish reusable file templates and automate document lifecycle management. 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 managed metadata, content types, policies, in-place records management and the content organizer.

Lessons

Managed metadata service
Information management policies
An introduction to content types
The records center
Create and manage content type
In-place records management
Deploy content types
The content organizer
Using content types in apps
Durable links
The content type hub

Lab Sessions

Designing an Information Architecture

Lab Lessons

Create site columns
Design a Content Type
Deploy a Content Type
Setup In Place Records Management

After completing this module, students will be able to:

Describe the benefits of using SharePoint social tools.
Create social content including blog posts, discussions and newsfeed posts.

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