Overview
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 in SharePoint Online. Your goal is to learn how to make SharePoint online relevant to your team by using a sitesfunctionality 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 practise with hands on exercises in SharePointOnline.
Audience profile
This course is intended for both novice and experienced SharePoint users who wish to make full use of SharePoint
Online.
At course completion
After completing this course, students will be able to:
Understand the benefits of using SharePoint in real world scenarios
Create new SharePoint sites to store business information
Create pages to share news and documents
Customize the structure of a site to meet specific businessrequirements
Create and mange view, columns and apps
Manage the security of a site
Use social tools to communicate with groups of people or the entire organization
Use search to find business information including people to documents
Module 1: An Introduction to SharePoint Online
Let’s get started with SharePoint online by letting you know about its fantastic selection of features. We will demonstrate popular uses of SharePoint Online 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 Online has to offer an end user.
Course Outline :: 55215A::
Lessons
An Overview of SharePoint Online
Central Repository for Information
Web Content Management
Team Collaboration
Search
Social Computing
Workflows
Business Intelligence
Security Trimming
Roles – Visitors, Members, Owners, Site Collection Administrator, Office 365 Admin
Lab : Introduction to SharePoint Online
Log in to Office 365
Invite other users to your site using Share
Upload, rename and pin a document
After completing this module, students will be able to:
Describe popular reasons to use SharePoint Online
Understand user roles in SharePoint Online
Log in to Office 365
Navigate to SharePoint Online
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
An Introduction to Site Topology
When to Create a Site and Where?
How to Create a New Site
Site Templates
Course Outline :: 55215A::
Team Sites
Project Sites
Blog Sites
Community Sites
Publishing Sites
Navigating SharePoint Sites
Applying Custom Themes to a Site
Building the Site Navigation Bar
Deleting Sites
Recovering Deleted Sites
Lab : Creating Sites
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
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.
Lessons
Introducing Wiki Pages
Adding Wiki Pages
Adding Rich Content to Wiki Pages
Promoted Links
Adding and Modifying Web Parts
Course Outline :: 55215A::
Deleting Wiki Pages
Reusable Content
Web Page Approval
Scheduling Pages
Introducing the Publishing Site
Create and Edit Publishing Pages
Using Page Layouts
Web Page Metadata
Site Collection Images
Renditions
Lab : Create and Manage Web Pages
Tidy up the Training home page
Add rich content
Optional – Add a YouTube video
After completing this module, students will be able to:
Know when to create pages
Create all types of page
Add content to a page including images and videos
Use publishing page content such as renditions and reusable content
Module 4: Defining Business Information & Retention
Traditionally teams make use of file templates or manual processes to ensure information is collected and retained correctly. In this module we will help your team establish reusable file templates and automate business processes.
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 content types, policies and in-place records management module.
Lessons
Managed Metadata Service
An Introduction to Content Types
Create & Manage Content Types
Content Type Settings
Using Content Types in Apps
The Content Type Hub
Deploying Content Types
Course Outline :: 55215A::
Table a Information Management Policies
The Records Center
The Content Organizer
Document IDs
In Place Records Management
Lab : Business Information
Set up managed metadata terms
Create site columns
Create a site content type
In place records management
After completing this module, students will be able to:
Understand how SharePoint can be configured to store information relevant to your business or industry
Create a document life cycle strategy to create, update, archive and delete businessinformation
Module 5: Adding and Configuring 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 customized 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. Thismodule 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 Online platform. Finally, this module provides an essential overview of the Microsoft products which are most commonly used in conjunction with SharePoint Online and discusses the advantages of each program when combined with SharePoint.
Lessons
Adding List & Library Apps
Managing List & Library Settings
Adding Site Columns
Create and Manage Public Views
Working with Document Sets
Creating App Templates
On Premises Apps
Course Outline :: 55215A::
SharePoint Marketplace Apps
Table a Popular List & Library Templates
Add, Modify, Upload, and Delete Content in Apps
Create and Manage App Columns
Sort and Filter Content
Personal Views
Using Alerts in Apps
Office 2016 Integration with SharePoint Apps
Lab : Working with Apps
Add and remove a library app
Configure the library app
Add and configure list apps
Optional – Add an app from the store
After completing this module, students will be able to:
Understand the App template available in SharePoint Online
Create new apps to store business information
Customize apps with Columns, Views and App settings, to make them relevant to specific business requirements
Use SharePoint Apps with other Office applications including Excel and Outlook
Sort and Filter documents
Module 6: Building Processes with Workflows
Workflows are a powerful efficiency tool which can be used to organize 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. Also covered is an introduction to Microsoft SharePoint Designer 2013 and third party workflow tools.
Lessons
An Introduction to Workflows
Workflow Scenarios
Creating Workflows
Configuring Workflow Settings
Adding Workflows
Removing Workflows
Third Party Workflow Tools
Course Outline :: 55215A::
Lab : Workflow
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 when workflows can be used and how the business benefits it will bring
Add a workflow to an App
Participate in an automated workflow
Module 7: Customizing Security
Security is an important element of any site. You willsee instructor-led demonstrations of the best practicesfor 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 external users.
Lessons
An Introduction to Security
Access Requests
Share Sites and Files
Approving Access Requests
Creating Permission Levels
Creating SharePoint Groups
How Inheriting Security Works
Securing Apps, Folders, Files/Items
Managed Metadata Security
OneDrive Security
Lab : Customising Security
Add staff to your site
Create permission levels and groups
Remove access for a user
Lock down or open up apps
Optional – Add the auditors to a workflow
After completing this module, students will be able to:
Course Outline :: 55215A::
Understand security objects in SharePoint Online
Invite and remove people to and from their SharePoint Online Site
Use Share options
Customize security using SharePoint Groups and Permission Levels
Module 8: Communicating with Social Tools
This module covers a new and evolving culture change in the way that we work with business information. Social features are an engaging way for users to collaborate. The variety of social tools available to you is overwhelming. You will learn the differences between each of these tools and when to use them.
Lessons
Lab : Social
An Introduction to Social Tools
Updating your Profile
Blog Sites
Newsfeeds
Community Sites
Community Portal
Post an update to the Training newsfeed
Update your profile
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
Module 9: Working with Search
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.
Lessons
Searching in SharePoint Online
Refinements
Search Criteria
People Search
How Search Works
Promoted Results
Search Web Parts
Course Outline :: 55215A::
How Can Search be Customized?
Lab : Working with Search
Search for the host of a meeting
Search for business documents
Use preview to view document content without opening the file
After completing this module, students will be able to:
Use SharePoint search to locate business information including people
Understand how to use the search results page
Understand why information will not appear in search
Time Day 1 Day 2 Day 3
9.00am – 9.15am Sign in and Start class Sign in and Start class Sign in and Start class
9.15am – 10.30am Module 1: An Introduction to SharePoint Online
Module 4: Defining
Business Information &
Retention
Module 7: Customizing
Security
10.30am –
10.40am
Morning break Morning break Morning break
10.40am – 1.00pm Module 2: Creating Sites Module 5: Adding and
Configuring Apps
Module 8: Communicating
with Social Tools
1.00pm – 2.00pm Lunch break Lunch break Lunch break
2.00pm – 4.00pm Module 3: Creating and
Managing Web Pages
Module 6: Building
Processes with Workflows
Module 9: Working with
Search
4.00pm – 4.10pm Afternoon break Afternoon break Afternoon break
4.10pm – 5.00pm Q&A Q&A Q&A
Programme scope, delivery arrangements and suitability are confirmed during enquiry.