SharePoint 2013 End User Level II

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This 2-day Instructor led course Explore several advanced topics of working with SharePoint 2013 sites. Topics include SharePoint Server site definitions (Business Intelligence, Document Center, eDiscovery, Education, Search Center, etc), in-depth coverage of Workflows, Site Administration, Site Customization and Site Collection Administration.

800 € HT N.C. SP EU II

Programme

Module 1: Overview

  • A simple introduction module.

After completing this module, students will be able to:

  • Understand your course, classroom, classmates, facility and instructor.

Module 2: Server Site Definitions

  • In this module we will explore each of the site definitions that come with SharePoint Server.

Lessons

  • SharePoint Server Site Definitions
  • Business Intelligence Center
  • Publishing
  • SharePoint eDiscovery
  • SharePoint Education

Lab : Server Site Definitions

  • Use the Publishing Portal
  • Edit publishing pages
  • Work with Reusable Content
  • Review Page History
  • Create new Pages
  • Use the Records Center
  • Setup Send To Connections
  • Create Content Organizer Rules
  • Submit Records
  • Use the Search Center
  • Use Business Intelligence Center

Lab : Managed Navigation

  • Managed Navigation

Lab : Cross Site Publishing

  • Cross Site Publishing

Lab : Image Renditions

  • Image Renditions
  • Lab : Embedded Code
  • Embedded Code

Lab : SharePoint eDiscovery

  • Create Discovery Center
  • Create a Case
  • Create Discovery Sets
  • Create Queries
  • Explore eDiscovery Exchange Integration

Lab : SharePoint Education

  • Explore the SharePoint Education Course Site
  • Create and Assign Assignments
  • Create Quizzes

Lab : Content Type Hub

  • Configure Content Type Hub
  • Configure Content Type Publishing

After completing this module, students will be able to:

  • Describe each of the SharePoint Server site definitions
  • Be able to effectively use the SharePoint Server site definitions
  • Utilize the Publishing site for intranet and internet sites (Create pages, content types, page layouts)
  • Use the new cross site publishing (list catalogs), image renditions and code snippet features
  • Use the Records Center to submit content
  • How to implement in place records management
  • How to setup and use the eDiscovery Center
  • How to setup and use the SharePoint Education site

Module 3: Search

  • In this module you will learn how to navigate the basic Search Center provided by SharePoint 2013.
  • You will then explore various ways to customize the Search Center using Search Pages, Web Parts and Result Types.

Lessons

  • Search Center Introduction
  • Customizing Search Center

Lab : Search Administration

  • Search Result Sources
  • Search Result Types
  • Search Query Rules
  • Search Schema
  • Search Configuration Export and Import
  • Search and Offline Availability
  • Searchable columns

Lab : Creating Refiners

  • Creating Refiners (Custom)
  • Creating Refiners (Managed Metadata)
  • Configure item counts

Lab : Content Query Web Part

  • Using Content Query Web Part
  • Implementing Top Likes
  • Implementing Most Viewed

After completing this module, students will be able to:

  • Describe the Search Center features
  • How to enhance the Search experience with Site Collection and Site Search Schemas
  • Add new search and results pages
  • Customize the Search Center using Search Web Parts
  • Create and use Result Types
  • Create Refiners
  • Using the Content Search Web Part

Module 4: Workflows

  • In this module we will review the new workflow features of SharePoint 2013.

Lessons

  • Workflows in SharePoint 2013

Lab : Built In Activities (2007)

  • Use one of each Built-In Activity

Lab : Built In Activities (2010)

  • Use one of each Built-In Activity (2010)

Lab : Reusable Workflows

  • Create Reusable Workflows (Site/Global)
  • Export a workflow to Visio
  • Import a workflow from Visio
  • Save as Template

Lab : Modify OOB Workflow

  • Modify Out Of Box Workflows

Lab : Looping Workflow

  • Create a looping set of workflows

Lab : Creating Simple 2013 Workflows

  • Create a custom workflow using SharePoint Designer 2013
  • Work with Stages
  • Work with Loops
  • Utilize new SharePoint activities

Lab : Creating Visio-based Workflows

  • Create a workflow using Visio 2013

Lab : Out Of Box Workflows

  • Create/Use Approval WF
  • Create/Use Collect Feedback WF
  • Create/Use Collect Signatures WF
  • Create/Use Disposition WF
  • Create/Use Three-state WF

After completing this module, students will be able to:

  • Build workflows with SharePoint Designer
  • How to utilize the new Windows Workflow 4.0 in SharePoint 2013
  • Understand how to edit built in workflows
  • Implement logging in your workflows
  • Understand the difference between 2010 and 2013 workflows
  • Learn to use the new Stages to implement state machine workflows

Module 5: Site Administration

  • In this module we are going to take a quick look at some basic site administration tasks.
  • These are tasks that can be done by site « owners ».

Lessons

  • Basic Site Administration

Lab : Site Administration

  • Site Name, Description, Appearance
  • Tree View
  • Composed Looks and Site Theme
  • Navigation
  • Regional Settings
  • User Alerts
  • RSS Settings
  • Workflow Settings
  • Term store management
  • Content and Structure
  • Manage Site Features
  • Reset to site definition
  • Popularity Trends

Lab : Galleries

  • Explore Site Column Gallery
  • Explore Site Content Types Gallery
  • Explore Web Parts Gallery
  • Explore List templates Gallery
  • Explore Master Pages (and page layouts) Gallery
  • Explore Solutions Gallery

Lab : Advanced Site Administration

  • Site Features
  • Hold Reports
  • Discover and hold content
  • Content Organizer settings
  • Content Organizer Rules

After completing this module, students will be able to:

  • Understand what a Site Administrator is
  • Be able to describe all Site Administration tasks
  • Administer SharePoint Sites

Module 6: Site Customization

  • In this module we will take a very brief look at some of the ways to customize your site via the browser and as an end user.
  • There are many more ways at a developer level to customize SharePoint sites, but this module is focused at an end user level.

Lessons

  • Using Web Parts
  • Site Customization

Lab : Foundation Web Parts

  • Web Parts Basics
  • Add a web part
  • Close a web part
  • Delete a web part
  • Media and Content Web Parts
  • Content Rollup Web Parts
  • Social Collaboration Web Parts

Lab : New 2013 Web Parts

  • Timeline
  • Search-Driven Content Web Parts

Lab : Server Web Parts

  • Basic & Audience Targeting
  • Business Data
  • Office Client Applications

Lab : Filter Web Parts

  • Use each of the Filter Web Parts

Lab : Master Page and CSS Customization

  • Create a Master Page
  • Modify a Master Page
  • Custom CSS

Lab : Page Layouts

  • Create a new Page Layout
  • Create a new Page using a Page Layout

After completing this module, students will be able to:

  • Modify the shared and personal view of a site
  • Add and delete pages and web part pages
  • Add, remove, close and move web parts to a web part page
  • An understanding of some basic web part on a team site and portal sites
  • Be able to make simple changes to SharePoint master pages and CSS
  • Be able to create page layouts and pages

Module 7: Site Collection Administration

  • In this module we take a look at all site collection settings and describe what a site collection administrator is, and what they can do.

Lessons

  • Site Collection Administration

Lab : Site Collection Administration

  • Recycle Bin
  • Site Collection Features
  • Site Hierarchy
  • Site Collection Navigation
  • Search engine optimization settings
  • Site Collection Audit Settings
  • Audit Log Audit Settings
  • Audit Log Reports
  • Portal site connection
  • Content Type Policy Templates
  • Storage Metrics
  • Site collection app permissions
  • Site Policies
  • Site collection cache profiles, object cache & output cache
  • Suggested Content Browser Locations
  • Document ID Settings
  • Help Settings
  • HTML Field Security
  • SharePoint Designer Settings
  • Popularity and Search Reports
  • Site Collection Health Checks

Lab : Creating Variations

  • Variation Settings
  • Variation Labels
  • Variation Logs
  • Translatable Columns
  • Using XLIFF Packages
  • Utilizing Machine Translation

Lab : List Throttling

  • Throttle Large Lists

After completing this module, students will be able to:

  • Understand what a Site Collection Administrator is
  • Understand where to find and configure site collection settings
  • Be able to describe what each of the site collection administration features are
  • Be qualified to be a Site Collection Administrator