55029: Introduction to SharePoint 2013 for Collaboration and Document Management

Introduction to SharePoint 2013 for Collaboration and Document Management

    TRAINING INQUIRY

    LEAVE YOUR DETAILS BELOW AND WE WILL GET BACK TO YOU.

    Best way to contact me *

    About this Course

    This ½ to full day class is designed for SharePoint team members who need to know how to use the team collaboration, document management and social features of Microsoft SharePoint 2013. This class can be delivered using a Site Collection on an in-house server, virtual machines or Office 365.

    Audience Profile

    • SharePoint end users
    • SharePoint Site Owners and Power Users who will be attending a SharePoint 2013 Site Owner class
    • SharePoint administrators and developers

    At Course Completion

    After completing this course, students will be able to:

    • Navigate SharePoint sites.
    • Manage content in lists and libraries.
    • Create and edit Alerts.
    • Collaborate using Tasks lists, Discussion Boards and Community Sites.
    • Work with libraries, including upload, download, editing, check out/in and versioning.
    • Use the SharePoint social features.

    Outline

    Module 1: SharePoint Overview

    This module provides an introduction to the topics covered in the class, introduces SharePoint terminology and provides an overview of the available versions of SharePoint 2013 and Office 365.

    Lessons

    • What is SharePoint?
    • Team Collaboration
    • Document Management
    • Web Sites
    • Social Features
    • SharePoint Security

    After completing this module, students will be able to:

    • Explain the core SharePoint feature sets

    Module 2: Accessing SharePoint

    This module covers the logging onto SharePoint and SharePoint site navigation.

    Lessons

    • Logging onto SharePoint
    • SharePoint Navigation: The Suite Bar
    • SharePoint Navigation: The SharePoint Screen
    • SharePoint Navigation: The Title area crumb trail
    • SharePoint Navigation: Following and returning to sites
    • SharePoint Navigation: The SharePoint Ribbons
    • SharePoint Navigation: Quick Launch and Web Parts
    • Regional Settings

    Lab : Accessing SharePoint

    • 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:

    • Log into SharePoint 2013 and Office 365.
    • Explore a library.
    • Navigate SharePoint Pages.
    • Follow and return to sites.

    Module 3: SharePoint Libraries

    This module covers the use of SharePoint libraries and document management.

    Lessons

    • Document Libraries
    • Ribbon options and the “Open Menu” link (…)
    • Accessing Documents
    • Office Web Apps
    • Checking Out Documents
    • Deleting Documents and the Recycle Bin
    • Creating and Managing Alerts
    • Uploading Documents
    • Blocked File Types
    • Creating Folders
    • Creating New Documents
    • Versioning
    • List and Library Views
    • Asset and Picture Libraries

    Lab : SharePoint Libraries

    • 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:

    • Navigate library pages and web parts.
    • Navigate a library using the Ribbon, document dropdown menus and the Crumb Trail.
    • Open and edit documents in Word and other applications.
    • Open and edit documents using Office Web Apps.
    • Check out and check in documents using browser and Office features.
    • Delete documents and recover them from the Recycle Bin.
    • Upload a single file, multiple files and use Windows Explorer view.
    • Understand that certain file types are blocked and cannot be uploaded.
    • Work with folders.
    • Create new documents from within SharePoint.
    • Work with document versioning.
    • Display libraries using views.

    Module 4: SharePoint Lists

    This module covers the use of SharePoint 2013 lists.

    Lessons

    • SharePoint Lists
    • Working with Custom Lists
    • Working with Task Lists
    • Using Task Lists to manage team tasks
    • Adding and Updating Tasks
    • Using Task Views
    • Synchronizing Task Lists with Outlook
    • Working with SharePoint Calendars
    • Calendar Navigation and Views
    • Adding Calendar Events
    • Dealing with long lists of events
    • Synchronizing SharePoint Calendars with Outlook
    • External Lists

    Lab : SharePoint Lists

    • 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:

    • Create, edit and update tasks and other SharePoint lists.
    • Work with list views.
    • Synchronize Task Lists with Outlook.
    • Create, edit and update events.
    • Work with calendar views.
    • Synchronize SharePoint Calendars with Outlook.
    • Explain the role of External Lists

    Module 5: SharePoint Search

    This module covers the SharePoint 2013 search features.

    Lessons

    • Searching SharePoint
    • What is searchable
    • Search results and refiners
    • Search Tips and Tricks

    Lab : SharePoint Search

    • 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:

    • Search for content.
    • Search for people.
    • Refine their searches.

    Module 6: SharePoint Wikis

    This module covers working with SharePoint 2013 Wikis.

    Lessons

    • Uses of a Wiki
    • Editing Wiki Articles
    • Working with Wiki Version Tracking
    • Wiki Views

    Lab : SharePoint Wikis

    • 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:

    • Use Wikis as FAQ lists, self-service help sites, and knowledgebases.
    • Create, edit and update Wiki articles.
    • Work with Wiki views.

    Module 7: SharePoint Social Features

    This module introduces the SharePoint 2013 social features.

    Lessons

    • What are “Social Features”?
    • Interacting with People
    • About Me and Updating Your Profile
    • Your Newsfeed
    • Micro-blogging
    • Tagging and Rating Documents
    • Blogs

    Lab : SharePoint Social Features

    • 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:

    • Update their user profile.
    • Follow sites, content and people.
    • Add folksonomy to content using tags and ratings.
    • Use the Newsfeed features to micro-blogging and follow coworkers.

    Module 8: Discussion Boards

    This module covers working with SharePoint 2013 Discussion Boards.

    Lessons

    • SharePoint Discussion Boards
    • Reading, creating and responding to discussions

    Lab : Discussion Boards

    • 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:

    • Read and explore Discussion Boards.
    • Create and reply to discussions.

    Module 9: Community Sites

    This module covers working with SharePoint 2013 Community Sites.

    Lessons

    • Community Sites
    • Requesting Access
    • Joining the Community
    • Exploring Topics
    • Posting and Replying
    • Best Replies and Alerts

    Lab : Community Sites

    • 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:

    • Understand the difference between Discussion Board lists and Community Site subsites.
    • How access to Community Sites is controlled and how to request access and join the community.
    • How to create new discussions and how to reply to existing discussions.
    • How to mark replies as Best Reply.
    • How to create Alerts on topics of interest.

    Prerequisites

    Before attending this course, students must have:

    • Basic Microsoft Office skills.

    Venue:  

    Address:
    Online Event

    Description:

    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