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    About this Course

    This two day class is designed for information workers or power users who serve as SharePoint Site Owners or Site Collection Administrators. Students should take this course if they need to know how to manage the team collaboration, document management and social features of Microsoft SharePoint 2013. 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.

    Audience Profile

    This course is intended for

    • SharePoint Site Owners
    • SharePoint Site Collection Administrators
    • SharePoint Administrators and Developers

    At Course Completion

    After completing this course, students 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
    • Work with Site Columns and Site Content Types
    • Configure Check out/in, Content Approval and Versioning
    • Create and modify pages and web part pages


    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.


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

    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.


    • 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
    • Working with Audiences and Content Filtering
    • Managing User Alerts

    Lab : Users, Groups and Permissions

    • 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.
    • Work with Audiences.

    Module 3: Site and Site Collection Features

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


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

    Lab : Site and Site Collection Features

    • 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.


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

    Lab : Managing Sites and Pages

    • Managing Sites and Pages
    • 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.


    • SharePoint Lists and List Features
    • Document Libraries
    • Libraries vs. Lists with Attachments
    • Adding Columns to Lists and Libraries
    • Column and Item Validation
    • Enterprise Metadata and Keywords Settings
    • Creating List and Library Views
    • Working with Office Web Apps
    • Organizing Content Using Folders and Metadata
    • Picture, Asset and Other Libraries
    • Working with the Recycle Bin
    • Configuring RSS Feeds
    • Configuring Incoming Email
    • About Tags and Notes and Ratings

    Lab : Working with Lists and Libraries

    • 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: Document Management

    This module explores the document management features of libraries.


    • Information Management Policy Settings
    • Auditing List and Document Activity
    • Working with Site Columns and Content Types
    • Built-in Content Types
    • Managing Business Content Using Content Types
    • Using Document Sets
    • Using the Content Organizer
    • An Overview of Records Management

    Lab : Document Management

    • 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 7: SharePoint Workflows

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


    • SharePoint Workflows
    • Out of the Box Workflow Demo

    Lab : SharePoint Workflows

    • 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 8: Monitoring SharePoint Activity

    This module covers the use of SharePoint activity reports.


    • Usage Reports
    • Search Reports

    After completing this module, students will be able to:

    • Use the Site and Site Collection reports.

    Module 9: SharePoint Apps (Optional)

    This module provides explores SharePoint 2013 Apps.


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

    Lab : SharePoint Apps (Optional)

    • Browse the SharePoint App Store and download a free app. (Optional)

    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: The SharePoint Community Site (Optional)

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


    • Building online communities using SharePoint
    • Discussion and Moderation
    • Rating discussions and earning points

    Lab : The SharePoint Community Site (Optional)

    • 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.


    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.


    Online Event


    Live Online Training

    Get the same training you expect in the classroom without leaving your office or home. These are NOT recorded classes. They are LIVE sessions with an expert instructor. We use the latest in video conferencing technologies and audio so you can confidently participate in any class just like being right there in person. We guarantee the effectiveness of our online training delivery approach that we will give you your money back if you are not totally satisfied.  Ask us for a demo.

    Online class requirements:

    • Moderate to fast Internet
    • A phone or computer headset is required in order to hear the instructor/moderator). You can use Computer Audio (VoIP) or you can dial in from a regular phone.  For convenience, we recommend a hands-free headset or phone.
    • Training software must be installed on your computer (trial versions are acceptable)
    • RECOMMENDED: Dual Monitors or computers. For optimal online learning experience, we recommend participants have dual monitors or two computers. Your online classroom credentials allow you to join multiple times from multiple computers. Participants should use one monitor or computer to view the instructor’s shared screen and another monitor or computer to work with the software.

    What happens when you enroll in an online class

    When you register for an online class, you will receive a welcome email followed by login access to the Citrix GoToTraining virtual classroom. A workbook (printed copy or eBook) will be sent to you prior to the start of class.

    Online Training Advantages

    Convenience: You don’t have to travel and can attend from your home, office or anywhere with an internet connection. Our online classes are conducted using GoToTraining, a more robust version of the popular GoToMeeting screen sharing and conferencing platform. To accommodate multiple time zones, courses are typically scheduled from 10am – 5pm Eastern with a one-hour lunch break at 12:30 – 1:30 pm Eastern and a 10-minute break in the morning and afternoon. When conducting custom online course for your group, class times can be modified to accommodate your timezone.

    Interactive Learning: Our online training is fully interactive. You can speak and chat with the instructor and classmates at any time. Various interactive techniques are used in every class. Our small class sizes (typically 4 – 8 students), allow our instructors to focus on individual performance and issues and to work closely with you to meet your unique needs. Classes are designed to be a hands-on learning experience, providing opportunities for you to try your new skills while the instructor is available for review, questions, and feedback. You have the option to give the instructor permission to view your computer to provide one-on-one assistance when needed.

    GSA Schedule: 47QTCA19D008F