Course Length
5 days
Why come on this course?
This course gives you the insight and experience beyond a Site Owner or Site Collection Administrator role. You will learn how to create, customise and manage SharePoint online sites and workspaces in response to the differing needs of your site members and visitors, and according to the infrastructure of the business.
You will identify the roles and expectations of your team or organisation and create site solutions by defining permissions, structure, content and policy. You will see how to gather information about the site's usage as a means to maintain the site and identify where improvements can be made.
Who is it for?
This course is designed for people who require the knowledge to fulfill the role of a Power User or Super-User, or work in an IT Support role to support end users.
Prerequisites
- Ideal for user with no prior SharePoint experience or knowledge.
- A good understanding of Windows 7, 8 or higher.
- Experience using Internet Explorer 10, 11 or equivalent browser.
- Experience with relational databases, web design and/or programming (such as VBA) are useful but not essential.
- Fundamental experience with Office 365 is recommended, such as Log in and navigation around the service.
- Experience using Microsoft Office applications, such as Word and Excel.
Course contents
Understanding SharePoint
- Office 365 and SharePoint Online
- Governance and the Information Worker
- SharePoint Information Structure
- Connect to Office 365
- Connect Microsoft Outlook to Office 365
- Connect Microsoft Office to Office 365
- Credential Manager
- The SharePoint Environment
- SharePoint Live Updates
Site Architecture Model
- First Steps of Planning
- Site Structure
- Roles within Team Site Management
- Types of End Users
- Site Types
- SharePoint Object Naming
- Initial Site Settings
SharePoint Apps
- What is a SharePoint App?
- SharePoint List Apps
- The List App Interface
- Identify your Site Content
- Effective Management of Apps
- Choose the Experience
- App Settings to consider
- Manage List Items
- The Site Recycle Bin
SharePoint Library Apps
- Working with SharePoint Library Apps
- The Library App Interface
- Working with Documents
- Document Item Menu
Manage Built-in Apps
- Picture Libraries
- Discussion Boards
- Surveys
Metadata and Columns
- Define your Metadata
- Column Types and Sizes
- Systems and Site Metadata
- Hyperlink / Picture Columns
- Lookup Columns
- Calculated Columns
- Managed Metadata Columns
- Metadata Integrity
- Rating Settings
Working with Views
- Understanding Views
- Managing Views
- Use Styles in Views
Users, Groups and Permissions
- Understand Permissions
- Security Elements
- Permission Planning Process
- Create and Manage Permission Levels
- Create and Manage SharePoint Groups
- Create and Manage Users in Groups
- Permission Inheritance
- Quick Share
- Permission Tips
Manage Site Content
- Manage Site Columns
- Apply Site Columns to Apps
- Index Columns
- Taxonomy and Terms
- Site Content Types
- Document Sets
- Folders
Workflows
- Understanding Workflows
- Enable Workflow Templates
- Add a Workflow
- Manually Start a Workflow
- View Running Workflow History
- Allow, Retire or Remove a Workflow
Discover Information
- Social Connection
- Delve
- Search
- Social Networking using Newsfeeds
- Manage your Personal Site
Site Search and Navigation
- Team Site Navigation
- Top Link Bar
- The Quick Launch Pane
- Direct Link Editing
- Links List
- Promoted Links
- Metadata Navigation and Filtering
- Site Search
- Publishing Site Navigation
Web Page Editing
- Site Web Page Structure
- Web Page Content Types
- Site Pages
- Wiki Pages
- Formatting Wiki Pages
- Pictures
- Adding Web Media
- Hyperlinks
- Hyperlink to an Email Address
- Web Parts
- Web Part Connections
- Additional Web Parts
- View and Form Pages
- Audience Targeting
Report and Reuse Content
- SharePoint Reports
- Inventory Reports
- Usage Reports
- Search Reports
- TAudit log reports
- Reporting using PowerBI