Date(s) - 03/27/2017 - 03/30/2017
8:00 am - 4:00 pm - Central timezone unless otherwise noted.
This class is offered by a World Education Alliance partner.
Duration: 4 days
This course is for anyone who has little to no experience with SharePoint from an end user perspective. The lectures and lab exercises in this course will teach students how to become productive with Office 365 and SharePoint Online.
The course begins with a browser-based tour which teaches students how to get around in O365 and a SharePoint Online Team site. This includes working with Outlook Web Access. Students will learn about the various SharePoint Online list types which can be used to create lists which track business data such as announcements, contacts, calendar events, links and tasks. Students will also learn how to configure a SharePoint lists by adding columns and custom validation rules as well as how to import data into SharePoint Online by creating a list from an Excel workbook.
This course will teach students how to create document libraries and configure them to support popular features in SharePoint Online such as alerts, versioning, required document checkout and offline access to documents. However, the course goes beyond the basics to explain why it’s essential to use industry-accepted practices for managing large numbers of documents in a fashion that is easier to maintain and easier to navigate.
Students will learn to add content to SharePoint sites by creating and editing web part pages and wiki pages. This course also covers how to use Microsoft InfoPath 2013 as a tool for creating user input forms that are easy to integrate with SharePoint lists and document libraries. The final module of the course discusses the social networking features in O365 where students will learn how to make use of their My Sites or Yammer to better interact with other SharePoint users within the organization. The students will also learn to work with Skype for Business and OneDrive for Business.
The second half of the class will teach you the ins and outs of managing sites and site content in an O365 and SharePoint Online environment. Students will learn how to manage and configure site collections and the sites that they contain. Students will learn how to design lists and document libraries using advanced techniques involving the use of custom site columns and content types.
Students will learn how to configure security in a SharePoint site collection by creating security groups and managing site membership. Students will also learn how to configure permissions to provide authorized access to sites, lists and document libraries. This course will also teach students how to work with advanced SharePoint Online features such as publishing features, search and workflows.
Students should be experienced with accessing Internet websites with a browser such as Internet Explorer or Chrome. Students should also be familiar with Microsoft Office products such as Microsoft Word and Microsoft Excel.
Module 01: Getting Started with SharePoint Online and Office 365
This module provides an overview of O365 and explains how SharePoint Online provides value to the companies and organizations that use it. You will learn how to navigate around within the new user interface of a SharePoint Online team site. You will also learn about the many features that SharePoint Online makes available to business users and other types of information workers. By the end of this module you will understand the big picture of how a company or organization makes use of the O365 and SharePoint Online platform.
- Overview of O365
- Understanding the purpose of SharePoint Online
- Becoming familiar with the O365 App Launcher and SharePoint Online Web interface
- Understanding the features available in SharePoint Online for Information Workers
- Working with Outlook Web Access (OWA)
Module 02: Lists and Libraries
In this module, you will learn how to store your content in SharePoint Online using both standard lists and custom lists. You will learn how and when to use standard SharePoint list types to create lists which track various types of business data such as announcements, contacts, calendar events, links and tasks. You will also learn how to customize a list by configuring its properties and adding custom columns and validation rules. You will also see how to import content into a SharePoint list using an Excel workbook.
- Understanding SharePoint list basics
- Working with list items and metadata
- Customizing SharePoint lists
- Working with Validation Rules
- Importing content into SharePoint lists
Module 03: Documents and Document Libraries
In this module, you will learn the fundamentals of working with documents and document libraries in SharePoint Online. You will learn how to create document libraries and to configure them to take advantages of the SharePoint’s document-centric features. You will learn several techniques for uploading documents to a document library. The module will also discuss popular techniques for maintaining order and structure within a document library that has 100s or 1,000s of documents. You will learn how to configure a document library to support major versioning, minor versioning and a custom document template.
- Document management and working with document libraries
- Managing files in document libraries
- Customizing document libraries
- Understand versioning and configure for co-authoring
- Customizing document library templates
Module 04: Creating and Designing Pages
SharePoint Online offers a variety of ways for a business user to add content to pages in a SharePoint site. The module teaches students how to add content to a SharePoint site using web parts and wiki pages. You will learn how to create web part pages as well as how to add content to them using the standard web parts built into SharePoint Online. The module will also teach you how to create wiki page libraries and wiki pages as well as how to add wiki links using SharePoint’s special wiki page syntax.
- Overview of pages in SharePoint Online
- Working with Wiki pages and Web Part pages
- Adding Web Parts to pages
- Understanding Wiki page links
Module 05: Working with InfoPath Forms
While InfoPath continues to contemplate rumors of its own demise, many Office 365 users continue to use this tool because it provides the easiest and most effective way to create forms to capture user input. This module focuses on the integration that exist between SharePoint Online and Microsoft InfoPath 2013. During the module you will learn how to get around inside the InfoPath 2013 forms designer. You will also learn how to use InfoPath 2013 to customize a standard SharePoint list with its own custom input forms for adding and editing items. This module will also teach you how to publish an InfoPath form to a specialized type of document library in a SharePoint Online site known as a forms library.
- Understanding forms in SharePoint Online
- Working with form templates for SharePoint lists
- Publishing forms
- Using form validation and rules with InfoPath forms
- Convert existing Word and Excel files to InfoPath forms
Module 06: Social Features in O365
O365 provides social networking features and personal sites so that users have a place for social collaboration. The module shows students how to get around within their personal site (aka My Site) in a SharePoint Online environment. In this module, you will learn how to work with the basic social features in O365 that includes working with your user profile, blogs, newsfeeds/Yammer, Skype for Business, Outlook Web Access, and OneDrive for Business.
- Understanding the Social Features in O365
- Managing your O365 profile
- Team Collaboration using Unified Groups
- Using Skype for Business
- Creating and updating blog sites
- Working with SharePoint Newsfeeds or Yammer
- Using OneDrive for Business with SharePoint Online
Module 07: Overview of O365 Site Administration
In this module, you will learn about the responsibilities and the required skills for a site administrator in the SharePoint Online environment. You will learn about the logical architecture of SharePoint Online sites and the anatomy of a SharePoint site collection. The module teaches students how to work with the Site Settings page to configure various site collection properties and site properties. Students will also gain an understanding of the features and site templates available in SharePoint Online as well as the basic differences between team sites and publishing sites.
- Anatomy of an O365 SharePoint Site Collection
- Site Templates available in SharePoint Online
- Configuring Site Properties
- Standard Features and Enterprise Features for SharePoint Online
- Understanding Team Sites
Module 08: Designing Lists and Document Libraries
In this module, you will learn the fundamental concepts involved with using site columns and content types in SharePoint Online. Students will learn the advantages of creating custom site columns and custom content types when designing SharePoint lists and document libraries. This module also teaches students how SharePoint supports managed metadata through the creation of term sets and terms. Students will also learn how to integrate a managed term set with SharePoint list as well as how to assign a term from a term set to an item in a SharePoint list. In the final section of this module, students will also learn how to create list templates and site templates to automate the process of creating a special type of site, list or document library for a particular business scenario.
- Understanding Site Columns and Content Types
- Creating Custom Site Columns
- Creating and Using Custom Content Types
- Understanding Managed Metadata and the Term Store
- Creating List and Site Templates
- Working with Document Sets
Module 09: User Management and Permissions
A complete understanding of user management and permission configuration is essential for a site administrator securing content in SharePoint Online. This module teaches students about the authorization and security features available in SharePoint Online which are used to configure secure access to sites, lists and document libraries. You will learn how to create SharePoint security groups and how to manage site membership. You will also learn the proper way to configure permissions in a hierarchy of securable objects which includes sites, lists, document libraries, items and documents. After completing this module, a student will understand how to manage users and configure the permissions required for secured access in a SharePoint Online site collection.
- Site Security Overview
- Configuring Site Permissions
- List and Library Permissions
- SharePoint Groups versus Active Directory Groups
- Inheritance and Unique Permissions
Module 10: Working with Branding in SharePoint Online
This module introduces students to publishing sites and the Web Content Management (WCM) features available in SharePoint Online. Students will learn how to add content to a publishing site and to style its display using publishing pages, master pages and page layouts. Students will learn about the structured content approval process which makes working with sites with publishing features enabled so different than working with a regular Team site. Students will also learn about rolling up content using the Content Query Web Part and the new WCM features in SharePoint Online such as creating publishing pages and using Design Manager to change the look and feel of a publishing site.
- Overview of SharePoint Online Publishing features
- Creating new Publishing Pages
- Understanding Master Pages and Page Layouts
- Branding a Site Collection using Design Manager
- Using the Content Query Web Part and Content Search Web Part
Module 11: SharePoint Online Search
This module teaches students how to utilize the search features of O365 to discover and navigate through content in a SharePoint Online environment. Students will learn how to use a Search Center site collection to execute search queries and to filter search results using the refinement panel. Students will learn advanced query syntax for executing search queries using managed properties. The module also teaches students about what search setting should be configured at the site collection level to achieve the optimal search experience for the site’s user.
- Working with the Search Center Site
- Executing Search Queries using Keyword Query Language (KQL)
- Configuring Search Results
- Configuring the Refiner Panel
- Executing Search Queries using Managed Properties
Module 12: Workflow in SharePoint Online
SharePoint Online provides out-of-the-box support for creating workflows to automate various business processes such as document approval. In this module, students will learn about fundamental concepts in SharePoint workflow such as the role of workflow templates, workflow associations and workflow instances. Students will also learn to start workflow instances on items and documents to begin a business process such as document approval. Students will also learn to monitor and manage the lifetime of workflow instances which often involves waiting on and completing workflow tasks.
- Understanding the Workflow Support in SharePoint Online
- Using Workflow Templates which are built into SharePoint Online
- Creating Workflow Associations
- Starting Workflows on items and documents
- Responding to Workflow Tasks