Course Details
Course Code: 55215; Duration: 4 days; Instructor-led
This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites in SharePoint Online. Your goal is to learn how to make SharePoint online relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues. During the class you will also learn best practices and ‘what not to do’ as you watch live, interactive demonstrations and put theory into practise with hands on exercises in SharePoint Online.
Audience
This course is intended for both novice and experienced SharePoint users who wish to make full use of SharePoint Online.
Prerequisites
None.It is for both novice and experienced SharePoint users
Methodology
This program will be conducted with interactive lectures, PowerPoint presentation, discussion and practical exercise.
Course Objectives
After completing this course, students will be able to:
- Understand the benefits of using SharePoint in real world scenarios
- Create new SharePoint sites to store business information
- Create pages to share news and documents
- Customize the structure of a site to meet specific business requirements
- Create and mange view, columns and apps
- Manage the security of a site
- Use social tools to communicate with groups of people or the entire organization
- Use search to find business information including people to documents
Outlines
Module 1: An Introduction to SharePoint Online
Lessons
- An Overview of SharePoint Online
- Central Repository for Information
- Web Content Management
- Team Collaboration
- Search
- Social Computing
- Workflows
- Business Intelligence
- Security Trimming
- Roles – Visitors, Members, Owners, Site Collection Administrator, Office 365 Admin
Lab: Introduction to SharePoint Online
- Log in to Office 365
- Invite other users to your site using Share
- Upload, rename and pin a document
Module 2: Creating Sites
Lessons
- An Introduction to Site Topology
- When to Create a Site and Where?
- How to Create a New Site
- Site Templates
- Team Sites
- Project Sites
- Blog Sites
- Community Sites
- Publishing Sites
- Navigating SharePoint Sites
- Applying Custom Themes to a Site
- Building the Site Navigation Bar
- Deleting Sites
- Recovering Deleted Sites
Lab: Creating Sites
- Create two sub sites
- Delete a sub site
- Restore a site
- Update the navigation
Module 3: Creating and Managing Web Pages
Lessons
- Introducing Wiki Pages
- Adding Wiki Pages
- Adding Rich Content to Wiki Pages
- Promoted Links
- Adding and Modifying Web Parts
- Deleting Wiki Pages
- Reusable Content
- Web Page Approval
- Scheduling Pages
- Introducing the Publishing Site
- Create and Edit Publishing Pages
- Using Page Layouts
- Web Page Metadata
- Site Collection Images
- Renditions
Lab: Create and Manage Web Pages
- Tidy up the Training home page
- Add rich content
- Optional – Add a YouTube video
Module 4: Defining Business Information & Retention
Lessons
- Managed Metadata Service
- An Introduction to Content Types
- Create & Manage Content Types
- Content Type Settings
- Using Content Types in Apps
- The Content Type Hub
- Deploying Content Types
- Table a Information Management Policies
- The Records Center
- The Content Organizer
- Document IDs
- In Place Records Management
Lab: Business Information
- Set up managed metadata terms
- Create site columns
- Create a site content type
- In place records management
Module 5: Adding and Configuring Apps
Lessons
- Adding List & Library Apps
- Managing List & Library Settings
- Adding Site Columns
- Create and Manage Public Views
- Working with Document Sets
- Creating App Templates
- On Premises Apps
- SharePoint Marketplace Apps
- Table a Popular List & Library Templates
- Add, Modify, Upload, and Delete Content in Apps
- Create and Manage App Columns
- Sort and Filter Content
- Personal Views
- Using Alerts in Apps
- Office 2016 Integration with SharePoint Apps
Lab : Working with Apps
- Add and remove a library app
- Configure the library app
- Add and configure list apps
- Optional – Add an app from the store
Module 6: Building Processes with Workflows
Lessons
- An Introduction to Workflows
- Workflow Scenarios
- Creating Workflows
- Configuring Workflow Settings
- Adding Workflows
- Removing Workflows
- Third Party Workflow Tools
Lab : Workflow
- Enable the workflow feature
- Create a library for procedures
- Add a new publishing workflow
- Test the workflow
Module 7: Customizing Security
Lessons
- An Introduction to Security
- Access Requests
- Share Sites and Files
- Approving Access Requests
- Creating Permission Levels
- Creating SharePoint Groups
- How Inheriting Security Works
- Securing Apps, Folders, Files/Items
- Managed Metadata Security
- OneDrive Security
Lab : Customising Security
- Add staff to your site
- Create permission levels and groups
- Remove access for a user
- Lock down or open up apps
- Optional – Add the auditors to a workflow
Module 8: Communicating with Social Tools
Lessons
- An Introduction to Social Tools
- Updating your Profile
- Blog Sites
- Newsfeeds
- Community Sites
- Community Portal
Lab : Social
- Post an update to the Training newsfeed
Update your profile
Module 9: Working with Search
Lessons
- Searching in SharePoint Online
- Refinements
- Search Criteria
- People Search
- How Search Works
- Promoted Results
- Search Web Parts
- How Can Search be Customized?
Lab : Working with Search
- Search for the host of a meeting
- Search for business documents
- Use preview to view document content without opening the file
