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MS-55035 - Microsoft SharePoint Server 2013 for the Site Owner/Power User

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Duration: 2 Days

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Course Information

Course Description

​This training class is designed for SharePoint Site Owners, Site Collection Administrators and SharePoint Server Administrators who need to know how to manage the team collaboration, document management and social features of Microsoft SharePoint 2013. This class can be delivered using Site Collections on an in-house server, virtual machines or Office 365.

Course Objectives

​After completing this course, students will be able to:

  • Manage Sites and Site Collections
  • Add users and groups and manage site, list, folder and item security
  • Add and configure web parts
  • Configure site options including theme, title, description and icon
  • Configure site navigation
  • View site activity reports
  • Customize lists and libraries
  • Work with Site Columns and Site Content Types
  • Configure Check out/in, Content Approval and Versioning
  • Create and modify pages and web part pages


Course Audience

​SharePoint Site Owners

SharePoint Site Collection Administrators

SharePoint Administrators and Developers


Course Outline

​Module 1: The Role of the Site Owner

This module provides an introduction to the topics covered in the class, introduces SharePoint terminology and gets a start in navigation.

Lessons


What is SharePoint?

 Team Collaboration

 Document Management

 Social Features

SharePoint Administrative Roles

 Site Owner

 Site Collection Administrator

 Server Administrator

SharePoint Administration Options by Role

After completing this module, students will be able to:

Identify who can do what in SharePoint administration.

Navigate to site collection, site, page and list administration pages.


Module 2: Users, Groups and Permissions

This module covers the management of SharePoint users and user security.

Lessons

SharePoint Security Best Practices

Users and Groups

Adding users and Groups

Adding Site Collection Administrators

Permissions and Permission Levels

Creating Custom Permission Levels

Configuring List and Library Permissions

Working with Audiences and Content Filtering

Managing User Alerts

Lab

Add new users to a site

Create a permission level for Add, Edit, but not Delete

Create a new group for the site

Create a new group for granular permissions

Create a subsite with unique permissions

Set unique permissions on a library and a folder

After completing this module, students will be able to:

Manage SharePoint security using best practices.

Add new users and groups.

Create custom permission levels.

Work with Audiences.


Module 3: Site and Site Collection Features

This module covers the use of SharePoint Features to add and remove functionality.

Lessons

What is a Feature?

Activating and Deactivating Features

Commonly Used Features

Lab

Add a Site Notebook to a Team Site.

After completing this module, students will be able to:

Define the purpose of features.

Activate and deactivate features.


Module 4: Managing Sites and Pages

This module covers the creation and management of SharePoint sites and pages.

Lessons

Creating Subsites

Site Templates

Site Lifecycle and Site Deletion

Configuring the Look and Feel of a Site

Configuring Navigation Options

Language Settings

Adding and Managing Pages

Working with Web Part Pages

Frequently Used Web Parts

Lab

Create a Project Site.

Create a page about an event.

Create a web part page and work with web parts.

After completing this module, students will be able to:

Create subsites from templates.

Configure site navigation options.

Create and edit pages.

Create web part pages and manage web parts.


Module 5: Working with Lists and Libraries

This module covers the use of SharePoint lists and libraries.

Lessons

SharePoint Lists and List Features

Document Libraries

Libraries vs. Lists with Attachments

Adding Columns to Lists and Libraries

Column and Item Validation

Enterprise Metadata and Keywords Settings

Creating List and Library Views

Working with Office Web Apps

Organizing Content Using Folders and Metadata

Picture, Asset and Other Libraries

Working with the Recycle Bin

Configuring RSS Feeds

Configuring Incoming Email

About Tags and Notes and Ratings

Lab

SharePoint Lists and List Features

Document Libraries

Libraries vs. Lists with Attachments

Adding Columns to Lists and Libraries

Column and Item Validation

Enterprise Metadata and Keywords Settings

Creating List and Library Views

Working with Office Web Apps

Organizing Content Using Folders and Metadata

Picture, Asset and Other Libraries

Working with the Recycle Bin

Configuring RSS Feeds

Configuring Incoming Email

About Tags and Notes and Ratings

Lab

Customizing lists and libraries

Open, edit and manage documents in Microsoft Office applications and Office Web Apps.

Delete documents and recover them from the Recycle Bins.

Configure and work with document versioning.

Create metadata grouped views.

Create a custom Calendar view on a library.

After completing this module, students will be able to:

Create and customize lists and libraries.

Open and edit documents in Microsoft Office and with Office Web Apps.

Manage checked out documents.

Recover items from the Recycle Bin.

Work with document versioning.

Create views including metadata grouped views and calendar views


Module 6: Document Management

This module explores the document management features of libraries.

Lessons

Information management Policy Settings

Auditing List and Document Activity

Working with Site Columns and Content Types

Built-in Content Types

Managing Business Content Using Content Types

Using Document Sets

Using the Content Organizer

An Overview of Records Management

Lab

Create a Content Type for Purchase Orders

Add Content Types to a library

Configure Document Sets

Editing and managing documents in a library

After completing this module, students will be able to:

Create retention and auditing policies for a list or content type.

Create and use Site Columns, Content Types and Document Sets.

Use the Versioning, Check Out/In and Content Approval features.


Module 7: SharePoint Workflows

This module provides an overview of the SharePoint 2013 workflow features.

Lessons

SharePoint Workflows

Out of the Box Workflow Demo

Lab

Configuring an Approval Workflow

After completing this module, students will be able to:

Identify the differences between Out of the Box, SharePoint Designer and Visual Studio workflows.

Configure and use the out of the box Approval workflow.


Module 8: Monitoring SharePoint Activity

This module covers the use of SharePoint activity reports.

Lessons

Usage Reports

Search Reports

After completing this module, students will be able to:

Use the Site and Site Collection reports.


Module 9: SharePoint Apps (Optional)

This module provides explores SharePoint 2013 Apps.

Lessons

What is an App?

Working with Built-in Apps

The SharePoint App Store

The Corporate App Store

Request an App

Lab

Browse the SharePoint App Store and download a free app. (Optional)

After completing this module, students will be able to:

Identify the different kinds of SharePoint Apps.

Browse the App stores and add an App


Module 10: The SharePoint Community Site (Optional)

This module covers the use of the SharePoint 2013 Community Site.

Lessons

Building online communities using SharePoint

Discussion and Moderation

Rating discussions and earning points

Lab

Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

Interact with other SharePoint users in discussion forums.

Rate posts and earn reputation points.

Course Prerequisites

​Before attending this course, students must: 

Have strong SharePoint 2010 or 2013 end user skills or have attended “Introduction to SharePoint 2013 for Collaboration and Document Management” or similar.

Course Schedule
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