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55199: SharePoint 2016 End User Training
WHAT YOU WILL LEARN
This SharePoint 2016 End User class is for
end users working in a SharePoint 2016 environment. The course teaches
SharePoint basics such as working with lists and libraries as well as basic
page customizations.
AUDIENCE
This course is intended for
new and existing users of SharePoint. This course is for information workers.
PREREQUISITES
REQUIRED PREREQUISITES
Before attending this course, students must
have:
- Students are as expected to be comfortable in Windows
METHODOLOGY
This program will be conducted with
interactive lectures, PowerPoint presentations, discussions and practical
exercises
COURSE OBJECTIVES
Upon completion of this program, participants
should be able to:
- Learn to navigate a SharePoint 2016 Team Site.
- Learn to create SharePoint lists.
- Learn to customize SharePoint lists.
- Learn to create SharePoint libraries.
- Learn to manage library document versions.
- Learn to create SharePoint list and library views.
- Learn to create sub sites using various SharePoint templates.
- Learn to create and edit Web page content.
- Learn to create InfoPath Forms and Form libraries.
- Learn to create Site columns and content types.
- Learn to integrate Office applications with SharePoint 2016.
- Learn to manage basic permissions of SharePoint 2016 resources.
Modules
This module explains how to become familiar
with SharePoint 2016. SharePoint 2016 is a collaboration tool at its heart. Its
primary goal is to make it easy for users to find and share information, and
there are many features built into SharePoint to facilitate this. SharePoint's
library system feature can provide a superior alternative to the traditional file
server. SharePoint lists can be an easy-to-design and easy-to-use alternative
to sharing spreadsheet files or more formal database tables. Both lists and
libraries can be customized and extended to provide enhanced appearances and
functionality, such as calendars and discussion boards, to name a couple. All
of this collaboration can be done through a browser interface and in some cases
through integration with Microsoft Office applications.
Lessons
- SharePoint 2016 Introduction
Lab : Team Site Navigation
- Team Site Navigation
After completing this module, students will
be able to:
- About the versions of SharePoint
- About SharePoint site hierarchy
- About Team Site Layout
- About navigation within a Team Site
This module explains how to work with
SharePoint list basics. Lists are a fundamental building block in SharePoint
that provide a way for users to store and view data. SharePoint comes "out
of the box" with many predefined list templates that are easy to use.
Lists can be further customized by adding columns to store just about any type
of information. Additionally, list columns can be validated as well as linked
between other lists. Lists are a very flexible and powerful tool in SharePoint.
Lessons
- SharePoint List Basics
Lab : SharePoint List Basics
- Working with Team Site Lists
- Create a SharePoint List with the Import Spreadsheet Template
After completing this module, students will
be able to:
- Understand List Templates
- Work with default lists in a Team Site.
- Create a new list from a List Template.
- Create a custom list.
- Add columns to a list.
- Control and validate input into list fields.
- Link data from separate lists.
SharePoint Libraries share the same
characteristics as SharePoint lists such as columns, views, and validation to
name a few. What distinguishes SharePoint libraries is that each item in a
library has a underlying document. So in addition to the data stored in library
columns, the document stores its own data based on the type of document.
Because of the extra data that can be stored in columns that can be used to
filter and search by and features such as versioning, libraries are considered
a great replacement for the more traditional file server system. Libraries are,
like lists, a fundamental building block in a SharePoint site.
Lessons
- Library Templates
- Creating Libraries
- Managing Documents and Versioning
Lab : Library Basics
- Working with Team Site Libraries
- Creating Libraries
- Document Versioning
After completing this module, students will
be able to:
- Create new libraries using library templates
- Work with different libraries in a default Team Site.
- Add columns to the library.
- Check out documents for editing.
- Delete and restore documents from document libraries.
- Enable versioning on a library.
- Revert a library document to an earlier version.
Views provide a flexible system to display
SharePoint list and library data in an easy-to-read and easy-to-use manner.
Every SharePoint list and library can have multiple views created and
configured, and some list and library templates come with special views
preconfigured. Views can be defined for personal use or shared use.
Lessons
- Default Views
- Custom Views
Lab : Working with Lists and Library Views
- Working with Views
- Creating Public and Personal Views
After completing this module, students will
be able to:
- Use default views built into lists and libraries
- Create personal views.
- Create shared views.
- Configure views.
- Set the default view for a list or library.
All SharePoint content is accessed through
a site. A SharePoint site is the container for lists and libraries and provides
a starting point for basic administration. The content, lists, libraries, and
basic look and feel of a site is initially determined by the Site Template used
to create the site.
Lessons
- Site Templates
- Creating Sites
- Site Navigation
Lab : Working with Sites
- Creating Team Sites
- Creating a Meeting Workspace
- Creating a Blog Site
After completing this module, students will
be able to:
- Know what Site Templates are.
- Know about the different types of Site Templates that come “out of the box” with different versions of SharePoint.
- Create a new site using Site Templates.
- Create a Project site.
- Create a Team site.
- Create a Community site.
- Create a Blog site.
- Mange the sites listed in the Top Link bar.
SharePoint offers a couple of ways to add
content to the pages in a site. The latest technique and the one implemented by
the Team Site template is through wiki style pages. Another method that has
been part of SharePoint since the beginning is the use of Web Parts and Web
Part pages. Both techniques are similar in the output that can be created, and
both Web Part pages and wiki pages share the ability to add Web Parts to them.
Web Part pages still have one advantage in that you can connect Web Parts so
information can pass between them; that option is not available on a wiki page.
Lessons
- Wiki Library Pages
- Web Part Pages
- Working with Web Parts
Lab : Page Content
- Working with wiki Pages
- Working with Web Part Pages and Web Parts
After completing this module, students will
be able to:
- Understand what wiki pages are.
- Understand what Web Part pages and Web Parts are.
- Add content to the Team Site Home page
- Change the layout of the Team Site Home page.
- Create a Web Part page.
- Create a wiki page library.
- Add Web Parts
- Manage Web Parts.
SharePoint Forms library is a special
library designed to store Microsoft InfoPath form documents. Microsoft InfoPath
comes with a designer tool for graphically creating forms with a wide
assortment of fields and controls. The InfoPath Designer can then be used to
publish the forms you design to SharePoint rendering them as Web page templates
for Forms libraries.
Lessons
- Creating a Forms Library
- Creating InfoPath Forms
- Publishing InfoPath Forms to SharePoint
Lab : Forms Library
- Creating and Publishing InfoPath Forms
After completing this module, students will
be able to:
- Understand what a Form Library is.
- Create a Form Library.
- Use InfoPath Designer to design a basic form template.
- Publish an InfoPath Designer form template to a Form Library.
- Designate form template fields as library columns.
- Create instances of documents in a Form Library.
One method of customizing SharePoint, in a
way that can be reused throughout the site or site collection or even the whole
farm, is to create Site Columns and Content Types. Site columns are the simplest
element; they are essentially the same as list and library columns except that
you create them at the site level and then they can be used throughout that
site and any child site. Content Types are a combination of Site Columns as
well as additional settings and information such as document templates and
workflows. Content Types, once created, can then be linked to lists and
libraries.
Lessons
- Site Column Gallery
- Creating Site Columns
- Site Content Type Gallery
- Creating Content Types
Lab : Site Columns and Content Types
- Creating and Working with Content Types
- Adding a Content Type to a Library
After completing this module, students will
be able to:
- Create Site Columns.
- Create Content Types.
- Create a document template for a Content Type.
- Assign a Content Type to a list or library.
- Create new items based on a custom Content Type.
One of the nice features of SharePoint is
its ability to integrate with Microsoft Office applications. Just about every
Office application offers some level of integration with SharePoint whether it
be simple, such as using an Excel spreadsheet to create a new list, or more
full featured, such as Outlook integration. Some integration features enhance
what is available online through a browser while others allow access to
SharePoint content offline such as a mobile computer environment. This lesson
will use a series of walk-throughs and exercises to show how each Office
application can integrate with SharePoint.
Lessons
- Excel Integration
- Outlook Integration
- Access Integration
Lab : Office Integration
- Excel Integration
- Outlook Integration
- Access Integration
After completing this module, students will
be able to:
- Create a list from an Excel spreadsheet.
- Update a spreadsheet view of SharePoint list data.
- Create an alert.
- Subscribe and view an RSS feed from a SharePoint list.
- Make a copy of a library in Outlook.
- Use the Datasheet view.
- Open and edit a list in Access.
Permissions on a SharePoint site are
assigned when a site is created. The default is that permissions assigned to
the root of a site collection are inherited by child sites. At any time,
permissions inheritance can be turned off at a site, list, library, or even at
the item level in a list or library. The permissions themselves can be assigned
to either SharePoint groups, individual users or groups created outside of
SharePoint such as Windows groups.
Lessons
- SharePoint Groups
- Assigning Permissions
- Permission Levels
- Permissions Inheritance
Lab : Managing SharePoint Site Permissions
- Working with SharePoint Permissions
After completing this module, students will
be able to:
- Create SharePoint groups.
- Assign permission in SharePoint.
- View permission levels.
- Manage permission inheritance at the site level.
- Manage permission inheritance at the list or library level.
- Manage permission inheritance at the item level.
SharePoint offers users a place for social
collaboration in the form of personal sites. The experience and functionality
is very similar to popular social media sites such as Facebook and LinkedIn.
The main difference being that it is controlled by the SharePoint Farm and
exposure is typically limited to internal networks.
Lessons
- Configure User Profiles and My Sites
- Newsfeeds
- People Newsfeeds
- Document Newsfeed
- Site Newsfeed
- Tag Newsfeed
- Managing Personal Sites
Lab : Participating in User Communities
- Managing and Viewing Personal Information and Content
After completing this module, students will
be able to:
- Edit a personal profile.
- Manage newsfeeds.
- Add people newsfeeds.
- Add document newsfeeds.
- Add site newsfeeds.
- Follow tags.
- Store personal content.
Gerald Hoong Seng Kah
Gerald
has 19 years of information technology experience and on community service and
event experiences, he excels impressively. He was invited as a speaker for 3
break-out sessions for Microsoft TechED SEA 2008 on SQL Server 2008 at Kuala
Lumpur Convention Center.
He even
participated at the “Ask-The-Expert" booth for Microsoft Visual Studio 2008 and Microsoft SQL Server 2008 at
the Heroes Launch 2008 and conducted a Microsoft Visual Studio Team System
2008, formerly code-named “Orcas" Metro workshop for Microsoft Certified
Partners and independent software vendors (ISVs).
He was
invited as a speaker on various occasions such as during the 2 break-out
sessions and 3 instructor-led sessions at Microsoft TechED SEA 2007 on SQL
Server 2008 and Office SharePoint Server 2007 respectively at Kuala Lumpur
Convention Center. He was also a speaker for an instructor-led session at
Microsoft TechEd SEA 2006 on development of web parts using Windows SharePoint
Services Version 3.0 at Kuala Lumpur Convention Center.
He
conducted a few Microsoft Office 2007 Touchdown workshops for Microsoft
Certified Partners and independent software vendors and Microsoft Windows Vista
Beta 1 Touchdown workshop and Microsoft Windows Vista Beta 1 Touchdown workshop
for Microsoft Certified Partners and ISVs. He also conducted a Microsoft
Windows Server code-named “Longhorn" Touchdown workshop and Microsoft Visual
Studio Team System workshop for Microsoft Certfied Partners and ISVs.
He was
invited as a guest speaker on Microsoft Office 2007 development for the MIND
community, which is an active IT community under the helm of Microsoft. He is a
committee member of SQL Practitioners Alliance Network (SPAN).
He was the co- speaker and tag team presenter at
the recently concluded World SharePoint Conference 2014 at Las Vegas, USA. He was the only Malaysian presenter among
the other presenters from Asia.
In March 2014, he participated as co-speaker and tag team presenter at the World SharePoint Conference 2014 at Venetian Hotel and Resorts, Las Vegas, USA.
Recently, he conducted a specialized Microsoft SharePoint training and consultancy for a team of 17 people from Carlsberg Group at Carlsberg & Jacobsen Brewhouse in Copenhagen, Denmark.
Read More
James Hong Chii Guan
James has trained more than thousands of people in conducting in-house / public training and private tutoring. With his previous vast experiences, he is allowed to provide training for Microsoft Office 2002, 2003, and Microsoft Office 2007, Programming with Microsoft Visual Basic.net, Querying Microsoft SQL Server 2000 with Transact-SQL, Developing Microsoft .Net Applications for Windows (VB.Net), Developing Microsoft ASP. Net Web Applications Using Visual Studio.Net.
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