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55200: SharePoint 2016 Power User Training
WHAT YOU WILL LEARN
This SharePoint 2016 Power User training
class is designed for individuals who need to learn the fundamentals of
managing SharePoint sites.
AUDIENCE
This course is intended for
new and existing users of SharePoint.
PREREQUISITES
REQUIRED PREREQUISITES
Before attending this course, students must
have:
Basic computer knowledge.
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:
- Create custom workflows using SharePoint Designer 2016.
- Learn to use Content Approval settings and Workflow.
- Learn to use Term stores and managed Metadata.
- Learn to use the Document ID Service.
- Learn SharePoint Server Publishing Infrastructure.
- Learn to create and use Document Sets.
- Learn to route documents with Content Organizer.
- Learn to use Metadata Navigation.
- Learn to create external content types with Business Connectivity Services.
- Learn to use Information Management Policies.
Modules
Content approval can be used on both lists
and libraries in a SharePoint site. With content approval enabled, you have
additional options to control the visibility of items. Content approval is
enabled through the list/library settings page. Content can be approved
manually through the context menu and toolbar of an item or it can be automated
with workflows. SharePoint includes a workflow specifically for approving
content.
Lessons
- Enabling Content Approval
- Content Approval Workflows
Lab : Content Approval
- Enabling and Using SharePoint Content Approval
- Enabling and Using SharePoint Approval Workflow
After completing this module, students will
be able to:
- Enable content approval.
- Set the visibility of items that have not been approved.
- Approve items.
- Enable out-of-box workflows.
- Assign out-of-box approval workflow for a list/library item.
- Approve and item using a task created by the out-of-box approval workflow.
Workflows are a popular way to perform
automated work in SharePoint. The pay versions of SharePoint Server, Standard
and Enterprise, come with extra out-of-box workflows that can be associated and
configured with lists and libraries using just the browser. SharePoint Designer
is a powerful and fairly easy to use tool for creating custom workflows and
does not require any formal developer skills. Visual Studio, although extremely
powerful in creating custom workflows, requires developer skills to use.
Lessons
- Workflow Basics
- Custom List Workflows
- Workflow Actions
- Workflow Conditions
- Workflow Initiation Form
- Reusable Workflows
Lab : Creating Custom Workflows with
SharePoint Designer 2016
- Creating Custom List Workflows
- Creating Reusable Workflows
After completing this module, students will
be able to:
- Understand workflow basics.
- Run a workflow.
- View a workflow’s history.
- Add actions to a workflow.
- Add conditions to a workflow.
- Add parameters to a workflow initiation form.
- Create a reusable workflow.
- Associate a reusable workflow with a list/library.
The Managed Metadata service in SharePoint
Server 2016 provides central term storage and management. The Term Store is
what allows you to have common sets of terms that can be shared across all
sites and site collections within a farm. Term Store terms are organized within
a Term Set which is created within a Term Group forming a hierarchy nested
within the Managed Metadata Service. The parent service defines Term Store
Administrators that are responsible for creating the Term Groups. The Term
Groups define the Group Managers and Contributors.
Lessons
- Creating a Term Store Group and Term Set
- Creating Metadata Columns in Lists and Libraries
- Publishing Content Types
Lab : Working with Managed Metadata
- Creating a Term Store Group and Term Set
- Creating Managed Metadata Columns
After completing this module, students will
be able to:
- Understand managed metadata service basics.
- Create Term Store groups.
- Create Term Store sets.
- Create Managed Metadata columns is a list or library.
- Under the basics of content type publishing.
Business Connectivity Services is a free
service that comes with the Foundation version of SharePoint. The service
enables administrators to create external lists linked to data outside of
SharePoint. Normal SharePoint lists expose data that is stored inside of a SQL
content database that SharePoint creates and maintains.
Lessons
- Business Connectivity Service Basics
- Creating an External Content Type with SharePoint Designer
- Creating a List from an External Content Type
Lab : Business Connectivity Services
- Working with External Content Types and Lists
After completing this module, students will
be able to:
- Understand the basics of Business Connectivity Services.
- Create an External Connection using SharePoint Designer.
- Create an External Content Type using SharePoint Designer.
- Define database operations using SharePoint Designer.
- Create a list using the External List template.
- Create an External List using SharePoint Designer.
In this lesson, you will learn the basics
of information management policy.
Lessons
- Information Management Policy Basics
- Defining Information Policy for a Content Type
- Defining Information Policy for a List
Lab : Information Management Policy
- Create an information Management Policy for a List
After completing this module, students will
be able to:
- Understand the basics of Information Management Policy.
- Configure an information Management Policy for a Content Type.
- Define Information Management Policy Stages.
- Configure an Information Management Policy for a list/library.
Content organizer is a SharePoint feature
that only comes with the pay versions of SharePoint. It provides document
routing from a drop-off library. The feature is enabled at the site level and
the drop-off library is created as part of the feature activation. Once the
drop-off library is created, you can define rules that route documents placed
in the drop-off library to their final destination.
Lessons
- Activating the Content Organizer Feature
- Configuring Content Organizer Settings
- Configuring content Organizer Rules
Lab : Content Organizer
- Activating and Configuring the Content Organizer Feature
After completing this module, students will
be able to:
- Activate the Content Organizer site feature.
- Modify the Content Organizer settings.
- Create the Content Organizer rules.
SharePoint's Document ID service, available
with the pay versions of SharePoint, creates unique IDs for documents that are
prefixed with text the Site Collection Administrator defines. What's more is
that the ID assigned to the document creates a fixed URL that can be used to
link to the document even if it is moved to another library or site. The
Document ID service can only be used on documents and cannot be used on list
items. The Document ID service is enabled at the Site Collection level by
activating a feature. Once the service is activated the Site Collection
Administrator can define the prefix string to be used. SharePoint uses a Timer
Job, Document ID assignment job, to set the IDs on existing documents once the
Document ID Service has been activated. The Timer Job runs every 24 hours by
default so existing documents will not have the IDs until the job has run. A
Farm administrator can manually run the job to have the IDs created sooner. New
documents will have IDs created when the document is saved to the library.
Lessons
- Activating the Document ID Feature
- Configuring Document ID Settings
- Linking Documents Using Their Document ID
Lab : Document ID Service
- Activating and Configuring the Document ID Service
After completing this module, students will
be able to:
- Understand what the Document ID feature does.
- Activate the Document ID feature in a Site Collection.
- Configure the Document ID feature settings.
- Force the Document ID feature timer jobs to run.
- Link to a document using the Document ID URL
SharePoint's Documents Sets are like
enhanced versions of folders. As with folders, you primarily use them to group
similar documents together. They are enhanced with the ability to have their
own metadata, workflows, and home page. The Document Sets feature is only
available with the pay versions of SharePoint Server 2013. To use Document
Sets, the feature must be active at the Site Collection level. Once activated,
there will be a new Document Set content type in the Site Collection's content
type gallery. To best take advantage of the enhancements offered by Document
Sets, you should create custom content types that inherit from the Document Set
content type.
Lessons
- Activating the Document Sets Feature
- Creating a Document Set Content Type
- Adding a Document Set Content Type of a Library
Lab : Document Sets
- Configuring Document Sets Feature
After completing this module, students will
be able to:
- Understand the advantage of using Document Sets.
- How to activate the Document Set feature.
- Create content types that inherit from the Document Set type.
- Add custom columns to an inherited Document Set.
- Modify the Welcome Page of a Document Set.
- Add Document Sets to a library.
SharePoint's publishing infrastructure
provides an enhanced way to create and store information displayed through the
site's Web pages. The publishing infrastructure is only available on the pay
versions of SharePoint is can be enabled by activating features at both the
site collection and site level.
Lessons
- Activating the SharePoint Server Publishing Infrastructure
- Publishing Infrastructure Basics
- Creating Pages with Page Layouts
Lab : SharePoint Server Publishing
Infrastructure
- Activating Publishing Infrastructure
- Creating Publishing Pages
After completing this module, students will
be able to:
- Activate the site collection’s SharePoint Server Publishing Infrastructure feature
- Activate the site’s SharePoint Server Publishing Infrastructure feature.
- Understand how the SharePoint Publishing Infrastructure works.
- Create a page using publishing layouts.
- Change the layout of a page.
SharePoint 2013 comes out-of-the-box with
search capabilities, even the free Foundation version. The main difference with
SharePoint Foundation 2013 version of search is its limited in scalability,
everything has to run on a single server. Other than the scalability the Search
services is internally the same for all versions of SharePoint 2013.
Lessons
- Search SharePoint for Content
- SharePoint Search Center
Lab : Configuring and Consuming Site Search
Results
- Basic SharePoint Search
- Advanced Search
After completing this module, students will
be able to:
- Perform a basic search in SharePoint.
- Add a Search Center.
- Configure the site’s search box to use a Search Center.
- Crawl 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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