This 4-day 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 in SharePoint Server Subscription Edition. Your goal is to learn how to make SharePoint Server SE 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 study and put theory into practice with hands on exercises in SharePoint Server SE.
The intended audience for this course may vary between delegates that have had little to no exposure to SharePoint Server SE to users that have had some level of engagement with the product but are looking to broaden their skill set.
Benefits
- Describe features of SharePoint Server SE
- Create, and structure team sites, communication sites, hub sites and a home site
- Create rich web pages for displaying interactive content
- Organise content in lists and libraries utilising a wealth of features to compliment a wide-ranges of uses
- Automate common business processes and customise digital forms
- Manage a sites security ensuring your users have the right access to the right content
- Leverage SharePoint Server SE’s powerful search capabilities to acquire content quickly
- Set up policies, retention, records and more to manage content across multiple sites
Outline
Module 1: An introduction to SharePoint
Let’s get started with SharePoint Server SE by letting you know about its fantastic selection of features. We will demonstrate popular uses of SharePoint Server SE to manage and share content, create engaging web page, automate business processes, and make good business decisions with Business intelligence.
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 Server SE has to offer an end user.
Lessons
- What is SharePoint?
- Introducing SharePoint Server SE and SharePoint Online
- What is the cloud and what is on-premises?
- Ownership and access
Lab 1: Download content pack
- Download the course content pack
- Extract the zip file
After completing this module, students will be able to:
- Explain the difference between SharePoint in the cloud and an on-premises installation of SharePoint
- Describe the core features of SharePoint
- Explain the range of roles that are required to manage a series of SharePoint sites from end user to administration
- Understand who would be best suited for the role of site owner within a site
Module 2: Creating sites
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 test site. We will also build our navigation bar, a simple but powerful way to help users move between websites.
Lessons
- Planning your sites
- Central administration
- Web addresses
- Site collections
- Create a new site and site templates
- Team site navigation
- The app bar
- User interface: classic vs modern
- Site contents: classic vs modern
- Where does classic come from?
- Create new subsites
- Site templates
- Apply a theme
- Building your navigation
- Hub sites
- Home sites
- Delete sites
Lab 1: Creating a new site
- Create a new team site
- Create a subsite
- Update the top link bar
- Customise the site theme
- Delete and restore a subsite
- Set up a hub site
- Link a site to a hub site
- Update the hub site navigation
After completing this module, students will be able to:
- Describe what a site collection is and how it can be used to manage multiple sites
- Explain the purpose of central administration and its role in provisioning site collections
- Understand the various ways to create sites
- Discuss the legacy role of subsites
- Manage a sites navigation and theme
- Implement hub sites as a modern alternative to subsites
- Align top level sites to a hub
- Describe the role of a home site in the app bar and the SharePoint mobile phone app
Module 3: Creating and managing web pages
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. Also covered are SharePoint spaces, a type of page that supports Virtual Reality.
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
- Introducing pages
- The types of pages found in SharePoint
- Modern SharePoint pages
- Create news and site pages
- Sections
- Web parts
- Save, publish, share, and delete pages
- SharePoint spaces
- Communication sites
- Classic SharePoint pages
- How to use classic team site pages
- Review features of classic publishing sites
Lab 1: Designing web pages
- Create a new news article
- Implement sections and web parts
- Publish and share your news
- Create a communication site
- Add your communications site to your hub site
After completing this module, students will be able to:
- Qualify the purpose of the different types of modern SharePoint page
- Describe the purpose of a communication site
- Use a range of web parts to add rich content to a page
- Distribute your pages to others in your organisation
- Be aware of classic SharePoint wiki, publishing, and web part pages
Module 4: Working with apps
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 Server SE platform.
Lessons
- An introduction to apps
- Marketplace apps
- Adding apps to a site
- Create and manage columns
- Public and personal views
- Managing app settings
- Content approval
- Major and minor versioning
- Document sets
- Working with files in a library
- Create, upload, and edit files
- Co-authoring
- Check in – out
- Edit and view file properties
- Edit in grid view
- File commands
- Cope link and share
- Folders
- The recycle bin
- Alerts and rules
- OneDrive sync
- Working with classic lists
Lab 1: Designing lists and libraries
- Create a new library
- Set up columns
- Adding new views
- Upload content
- Set up an alert
- Use version control for a file
- Create a new list
- Delete and restore an app
After completing this module, students will be able to:
- Describe when to use a list, library, or an app from the marketplace
- Configure columns to manage document tagging and item creation
- Design views to tailor what users see in the list
- Explain the benefits of views over traditional file management like folders
- Configure an apps settings to best complement your type of data
- Implement document sets for managing groups of files
- Manage content within an app
- Securely share information from SharePoint apps
- Reco
SharePoint Server SE Super User
