Course Length: 12hrs (2 Days)
Microsoft SharePoint is a platform designed to collaborate and allow users to use tools known as web parts and apps to create and store documents, create lists, use content management to control content types, and use workflows to enhance corporate processes.
SharePoint today can be divided into two camps – Server (on premise) and Cloud (online) versions. The manual for this course was designed with screenshots for the online or cloud editions from SharePoint 2019 – Online. If your site page is designed in Modern experience, this manual is for you.
Learning Objectives:
By the end of the course, you’ll be able to create site pages and web parts/apps, and handle the permissions for other users and groups.
Target Student:
This course is intended for the Site Owner who is required to own the site and needs to manage the creation of the site and all its parts.
Course Outline:
Day 1
Section 1: Create New SharePoint Site
SharePoint Hierarchy
Site Creation Options
Site Settings Page
Navigation Elements
Web Parts vs. Apps
Section 2: Creating Document Libraries
Types of Libraries
Document Versioning
Content Approval Process
Creating Custom Columns and Views
Working with Photo Libraries
Section 3: Working with SharePoint Lists
Learning Lists
Creating Calendars, Surveys, and More
Creating List Views
Multiple Filters and Grouping
Section 4: Site Pages & Web Parts
Learning and Using Web Parts
Learning and Creating Site Pages
Section 5: Assigning Permissions
Learning About Permissions
Creating Groups
Permission Levels
Understanding Inheritance
Setting Site Permissions
Setting Web Part Permissions
Section 6: Integrating MS Apps with SharePoint
SharePoint Calendar to Outlook
Teams to SharePoint Document Libraries
Day 2
Section 7: Term Store Management
Defining Term Store Management
Hierarchy of Consistency
Learning Taxonomy
Term Sets vs. Terms
Section 8: Managing Content Types
Learning About Content Types
Learning Metadata
Managing Document Templates
Managing Library Columns
Section 9: Investigating Modern Web Parts
Learning About Modern Web Parts
Adding Web Parts to Site Pages
Section 10: Installing Modern Web Parts
Installing Modern Web Parts to Site Pages
Inserting Them into Classic Pages
Inserting Them into Modern Pages
Other Noteworthy Apps
Section 11: Retention Policy
What Is a Retention Policy?
Creating and Applying Retention Policies
Section 12: Creating Workflows
Understanding Workflows
Using Power Automate to Create Workflows
Section 13: Working with Guest Accounts
The Need for Guest Accounts
Creating the Groups
Creating your Guest Accounts
Section 14: Creating Site Documentation
The Need for Documentation
Site Level Information
App Level Information
Permission Level Information
Content Management Information
Automation Level Information
Venue: LIVE Online
Address:
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.
