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MS-55035

SharePoint 2013 for Site Owners

Description

SharePoint 2013 for Site Owners is a two day instructor-led class is designed for information workers or power users who serve as SharePoint Site Owners or Site Collection Administrators. You should take this course if you need to know how to manage the team collaboration, document management and social features of Microsoft SharePoint 2013 sites. This class is an excellent prerequisite for IT Professionals who work as SharePoint Server Administrators attending 20331: Core Solutions of Microsoft SharePoint Server 2013. This class can be delivered using Site Collections on an in-house server, virtual machines or Office 365.

Bundle and Save $245 when you purchase this class and our MS-55035 – click here to find out more.

Key SharePoint 2013 for Site Owners Takeaways:

After completing this course, you will be able to:

Manage Sites and Site Collections
Add users and groups and manage site, list, folder and item security
Add and configure web parts
Configure site options including theme, title, description and icon
Configure site navigation
View site activity reports
Customize lists and libraries
Configure Check out/in, Content Approval and Versioning
Create and modify pages and web part pages

Outline

Module 1: The Role of the Site Owner

This module provides an introduction to the topics covered in the class, introduces SharePoint terminology and gets a start in navigation.

Lessons

What is SharePoint?
Team Collaboration
Document Management
Social Features
SharePoint Administrative Roles
Site Owner
Site Collection Administrator
Server Administrator
SharePoint Administration Options by Role

Lab

None

After completing this module, students will be able to:

Identify who can do what in SharePoint administration.
Navigate to site collection, site, page and list administration pages.

Module 2: Users, Groups and Permissions

This module covers the management of SharePoint users and user security.

Lessons

SharePoint Security Best Practices
Users and Groups
Adding users and Groups
Adding Site Collection Administrators
Permissions and Permission Levels
Creating Custom Permission Levels
Configuring List and Library Permissions

Lab

Add new users to a site
Create a permission level for Add, Edit, but not Delete
Create a new group for the site
Create a new group for granular permissions
Create a subsite with unique permissions
Set unique permissions on a library and a folder

After completing this module, students will be able to:

Manage SharePoint security using best practices.
Add new users and groups.
Create custom permission levels.

Module 3: Site and Site Collection Features

This module covers the use of SharePoint Features to add and remove functionality.

Lessons

What is a Feature?
Activating and Deactivating Features
Commonly Used Features

Lab

Add a Site Notebook to a Team Site.

After completing this module, students will be able to:

Define the purpose of features.
Activate and deactivate features.

Module 4: Managing Sites and Pages

This module covers the creation and management of SharePoint sites and pages.

Lessons

Creating Subsites
Site Templates
Configuring the Look and Feel of a Site
Configuring Navigation Options
Adding and Managing Pages
Working with Web Part Pages
Frequently Used Web Parts

Lab

Create a Project Site.
Create a page about an event.
Create a web part page and work with web parts.

After completing this module, students will be able to:

Create subsites from templates.
Configure site navigation options.
Create and edit pages.
Create web part pages and manage web parts.

Module 5: Working with Lists and Libraries

This module covers the use of SharePoint lists and libraries.

Lessons

SharePoint Lists and List Features
Document Libraries
Libraries vs. Lists with Attachments
Adding Columns to Lists and Libraries
Column and Item Validation
Creating List and Library Views
Working with Office Web Apps
Organizing Content Using Folders and Metadata
Picture, Asset and Other Libraries
Configuring RSS Feeds
Configuring Incoming Email

Lab

Customizing lists and libraries
Open, edit and manage documents in Microsoft Office applications and Office Web Apps.
Delete documents and recover them from the Recycle Bins.
Configure and work with document versioning.
Create metadata grouped views.
Create a custom Calendar view on a library.

After completing this module, students will be able to:

Create and customize lists and libraries.
Open and edit documents in Microsoft Office and with Office Web Apps.
Manage checked out documents.
Recover items from the Recycle Bin.
Work with document versioning.
Create views including metadata grouped views and calendar views

Module 6: SharePoint Workflows

This module provides an overview of the SharePoint 2013 workflow features.

Lessons

SharePoint Workflows
Out of the Box Workflow Demo

Lab

Configuring an Approval Workflow

After completing this module, students will be able to:

Identify the differences between Out of the Box, SharePoint Designer and Visual Studio workflows.
Configure and use the out of the box Approval workflow.

Module 7: Monitoring SharePoint Activity

This module covers the use of SharePoint activity reports.

Lessons

Storage Reports
Usage Reports
Search Reports

Lab

None

After completing this module, students will be able to:

Use the Site and Site Collection reports.

Module 8: Advanced Document Management (Optional)

This module explores the document management features of libraries.

Lessons

Information Management Policy Settings
Auditing List and Document Activity
Working with Site Columns and Content Types
Built-in Content Types
Using Document Sets
Using the Content Organizer

Lab

Create a Content Type for Purchase Orders
Add Content Types to a library
Configure Document Sets
Editing and managing documents in a library

After completing this module, students will be able to:

Create retention and auditing policies for a list or content type.
Create and use Site Columns, Content Types and Document Sets.
Use the Versioning, Check Out/In and Content Approval features.

Module 9: SharePoint Apps (Optional)

This module explores SharePoint 2013 Apps.

Lessons

What is an App?
Working with Built-in Apps
The SharePoint App Store
The Corporate App Store

Lab

None

After completing this module, students will be able to:

Identify the different kinds of SharePoint Apps.
Browse the App stores and add an App

Module 10: Social Features and the SharePoint Community Site (Optional)

This module covers the use of the SharePoint 2013 Community Site.

Lessons

Social Features
Rating Stars
Tags and Notes
Micro-blogging
Blogs
Building online communities using SharePoint
Discussion and Moderation
Rating discussions and earning points

Lab

Hands-on practice is delivered as part of the instructor`s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

Interact with other SharePoint users in discussion forums.
Rate posts and earn reputation points.

Module 11: Additional Topics for Site Owners (Optional)

This module covers the several additional topics of interest to Site Owners.

Lessons

Audiences
Managing User Alerts
List and Library Communications Options

Lab

Hands-on practice is delivered as part of the instructor`s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

Filter content using Audiences.
Manage user alerts.
Configure list and library communication options.

PreRequisites

Before attending this course, students must:

Have strong SharePoint 2010 or 2013 end user skills or have attended “Introduction to SharePoint 2013 for Collaboration and Document Management” or similar.