4-DAY PUBLIC SESSION  |  4-DAY VIRTUAL SESSION

SharePoint 2013 Boot Camp

SharePoint 2013 Training Outline

  1. Introduction to SharePoint 2013
    1. What is SharePoint?
      • What is “this" SharePoint everyone is talking about?
      • Evolution of SharePoint – Where did it come from?
      • Business Case for SharePoint
      • SharePoint as a tool in support of your Enterprise Vision
      • Driving SharePoint from the Top Down
      • Using SharePoint to enable Team Collaboration and Drive Engagement
      • Understanding and Defining SharePoint Roles
    2. The Five Pillars of SharePoint – Breaking down what SharePoint can do for you
      • Share
      • Organize
      • Discover
      • Build
      • Manage
  2. Introduction to SharePoint Governance
    1. What is Governance?
      • It’s not just a document you have on file!
    2. Considerations for building the Governance model
    3. Understanding what needs to be on the Checklist
    4. Assembling the Governance Team
    5. Asking the right questions
    6. Knowing what Principles and Policies need to be addressed
      • Components of the Checklist
    7. Maintaining and supporting your SharePoint Governance
  3. Deployment and Adoption
    1. SharePoint as an Organization-Wide Commitment
    2. SharePoint Roles
    3. People don’t like Change! – Helping teams realize the value of SharePoint
    4. Starting Small and Growing
    5. Best practices for SharePoint Rollout to drive User Adoption
    6. Tools to help you
  4. What’s New in SharePoint 2013 for End Users, Site Owners, Site Collection Administrators and Content Managers to drive Team Collaboration and facilitate information management
    1. User Interface (UI)
    2. Social Features
    3. Communities
    4. Sharing info and offline availability
    5. Interacting with Lists and Libraries
  5. SharePoint Versions and Hosting Options
    1. Foundation
    2. Standard
    3. Enterprise
    4. On Premise vs Cloud
    5. Offered Feature Comparison Chart
  6. SharePoint Architecture for the Users
    1. Web Application
    2. Site Collection
      • Sites with common tools and features
      • Top Level Site
    3. Site
    4. Site Components
      • Child Sites
      • Lists
      • Libraries
      • Pages
      • Look and Feel
      • Navigation
  7. Navigating SharePoint Sites
    1. Tour of a Project Site
    2. Site Components
      • Suite Bar
      • Top Link Navigation
      • Quick Launch
      • Tabs and Ribbons
      • Share, Follow, Sync, Edit, Focus on Content
      • Settings (Site Actions)
      • Site Contents
      • Recycle Bin
      • Site Content Area
      • Understanding URL’s and how to use them to Navigate
      • IE Favorites
      • Newsfeed
      • List and Library Examples
  8. Working with Sites
    1. Definition of a Site – Why do we create new Sites?
    2. Site Components revisited
    3. Site Templates explained
    4. Site Settings and Features
    5. Creating Sites
      • Initial Settings: Title, URL, Template and default Permissions and Navigation
      • Default layout based on template selection
      • Editing Navigation: Top Link bar and Quick Launch
      • Site Settings
      • Tree View

    LAB 1: Creating a Site Structure - Training Center Example
    • Create a Site Collection Top Level Site
    • Default Groups and Permissions
    • Settings and Features
    • Create a Child Site – SharePoint Training
    • Simple site branding: Title, Logo, Composed Looks
    • Navigation

  9. SharePoint Lists
    1. What are Lists
    2. Using Lists to manage business processes
    3. List Architecture
      • Content Types - Items
      • Metadata
        • Importance of Metadata – Never too much!
        • Columns/Fields Types
      • Views
    4. Available List Apps
    5. Creating Apps using List templates
      • Creating common Lists from templates
      • Building a Custom List
      • Importing from Excel
    6. Exploring the List toolbars
    7. Working with List data
      • Creating, Modifying and Deleting Items
      • Using the different View Formats for working with items
    8. Using basic reporting functions: sort and filter
    9. Working with the Tasks List App
      • Parent/Child Tasks
      • Using the Timeline
      • Using the different Views
    10. Advanced List Topics
      • Validating a List Column
      • Advanced Settings
      • Deleting Lists
      • Saving as a Template
      • Enterprise Keywords
      • Using Alerts
    11. Working with Views
      • Exploring existing Views
      • Creating a new View
    12. Class Activity: Architecting a “Class Roster"
      • Explain Business Requirements
      • Architect the List
        • Metadata requirements
        • View/Report requirements
      • Build the List
      • Students interact with List
      • Create View
      • Test View

    LAB 2: Working With and Creating Lists in the SharePoint Training Site
    • “Training" Tasks
    • “Training" Calendar
    • “Instructor Availability" Calendar
    • Custom “Classes" List

  10. SharePoint Libraries
    1. What are Libraries?
    2. Using Libraries to manage document information lifecycle in the Enterprise
    3. Library Architecture
      • Content Types — Documents
      • Metadata
        • Importance of Metadata
        • Folders vs Metadata
        • Columns/Fields Types
      • Views
    4. Available Library Apps
    5. Creating Apps using Library templates
      • Creating a Document Library
      • Creating a Picture Library
    6. Exploring the Library toolbars
    7. Working with documents
      • Adding content to a document library with no required metadata
        • New Document
        • Saving documents from Office
        • Upload Document
        • Windows Explorer
        • Drag-and-Drop
      • Adding content to a document library with required metadata
        • New Document
        • Saving documents from Office
        • Upload Document
        • Windows Explorer
        • Drag-and-Drop
    8. Document control using Check In/Check Out
    9. Using basic reporting functions: sort and filter
    10. Using Version Control
      • Major Versions
      • Major and Minor Versions
      • Content Approval
    11. Advanced Library Topics
      • Validating a List Column
      • Advanced Settings
      • Deleting a Library
      • Saving as a Template (with content)
      • Generating a File Plan Report
    12. Working with Views
      • Exploring existing Views
      • Creating a new View
    13. Class Activity: Architecting a “Client Records" Library
      • Explain Business Requirements
      • Architect the Library
        • Metadata requirements
        • View/Report requirements
      • Build the Library
      • Upload documents to the Library
      • Create View
      • Test View

    LAB 3: Working with and Create Libraries in the SharePoint Training Site
    • Create a Document Library
    • Upload documents and create new documents
    • Enable Version Control
    • Work with documents with Version Control
    • Create a Picture Library
    • Upload pictures and work with formats

  11. Access Control – Permissions Management
    1. Overview of Permissions and Security
    2. Groups
      • Default Groups
      • Creating Groups and managing group membership
    3. Users
      • Active Directory Integration
      • Using Security Groups for SharePoint access control
    4. Permission Levels
    5. Roles-based Management
      • Groups represent Roles
      • Groups are assigned Permission Levels
    6. Where Permissions are set
      • Site, Lists and Items, Libraries and Documents
    7. Inheritance
    8. Using “Sharing" to share information
    9. Access Requests
    10. Best Practices

    LAB 4: Working with permissions and Sharing information
    • Creating a Group
    • Adding Users to a Group
    • Assigning Permission Levels
    • Sharing a Site and a Library

  12. Enterprise Content Management
    1. Importance of ECM
    2. Content Types
      • Site Columns
      • Content Types
    3. Managed Metadata
    4. Document Sets
  13. SharePoint 2013 and Office Integration
    1. Connecting and Syncing Lists and Libraries to Outlook
    2. Project Pro Integration
    3. Exporting data to Excel
    4. Site Mailboxes

    LAB 5: Connecting Lists and Libraries to Outlook
    • Syncing the Task List
    • Connecting a Calendar
    • Connecting Contacts
    • Exporting a List to Excel
    • Creating a Site Mailbox

  14. Business Process Automation using Workflow
    1. OOTB Workflow
    2. Workflow Settings
    3. Workflow administration
    4. Custom using SharePoint Designer

    LAB 6: Using Workflow
    • Creating an Approval Workflow
    • Creating a Three-State Workflow
    • Creating a Custom Workflow to manage documents

  15. Focus on Collaboration Tools to drive engagement
    1. Surveys
    2. Wiki
    3. Blog
    4. Newsfeed
    5. About Me
    6. Communities

    LAB 7: Using the Collaboration Tools
    • Creating a Survey
    • Creating a Wiki for Procedures Manual
    • Creating a Blog
    • Creating your “Profile" / About Me
    • Using the Newsfeed
    • Following Colleagues, documents and sites
    • Creating a SharePoint User Group Community

  16. Designing a SharePoint site to drive collaboration
    1. Pages
      • Page Types
      • Choosing the right page type
      • Creating Pages
    2. Web parts
      • What are web parts
      • Using the common web parts
      • Web part properties
    3. Page Design
      • Creating pages
      • Page layout
      • Placing components on your page

    LAB 8: Designing your Team Site
    • Planning your page
    • Creating a new page
    • Place components and web parts on the page
    • Moving items around on a page
    • Best Practices

  17. Introduction to Business Intelligence
    1. Using Web Parts
    2. Excel Services
    3. Visio Services

    LAB 9: Using basic BI Features
    • Work with Excel Services to expose Excel KPI in a Site
    • Work with Visio Services to expose Visio Diagram in a Site

  18. Practical Exercise
    1. Designing a Site and its artifacts from business requirements detailing a real-world problem
  19. Classroom Q&A — Prep for the Assessment
  20. Assessment, Survey and Certificate


Each section of the class is followed up by practical and relevant hands-on exercises completed in a fully functional SharePoint 2013 Enterprise environment.