SharePoint 2013, 2016 & Online. Part 2: Site Owner

As a Power User of SharePoint you will need to create and manage features of your site for your users to manage business data productively.
Overview

Although installation and maintenance of Microsoft Office SharePoint Services is performed by an IT department, a business user (or two) is mandated to develop and evolve SharePoint sites, whose remit is day-to-day site management, making configuration changes to realign operational use with business objectives.

Course Code
SHA132SO
Duration
2 Days
Delivery Style
Classroom
Course Type
Public or Private
Max Delegates
12
Special Instructions
This course runs on 2013, but is suitable for 2016 and Online users
Available as Nutshell
No

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Purpose of this course

This course provides attendees with the skills and knowledge to perform basic administration and customisation of SharePoint sites (within delegated business boundaries), transforming basic functionality into bespoke organisation-specific features.

Who is this course for

Aimed at non-technical users responsible for designing and building the functional use of their owned SharePoint environment for their business users, the content covers creation and configuration of content found in our Essentials course in the form of practical "how-to" exercises that require you to build and configure those features.  Attendees not only will gain skills and knowledge in the use of common SharePoint functionality but also understand how sites can be customised to bespoke business requirements.

You will learn how to
  • Appreciate the role and responsibilities expected of a Power User
  • Take ownership of a site collection and customise it to business requirements
  • Appreciate SharePoint security concepts and manipulate permissions safely
  • Create surveys, discussion boards, libraries, lists and views confidently
  • Implement library and list features to control content changes more effectively
  • Customise libraries with custom fields, new content types and workflows
  • Create new sites and customise them by manipulating web parts
  • Configure and define site searches and scopes
  • Manage objects found within an entire site collection
Benefits for your organisation

Upon completion of this course, nominated individuals will be empowered to shape departmental SharePoint sites and Site Collections to specific business requirements themselves, delegating responsibility away from IT sections and back to the department itself - providing quicker change turnaround and bringing a sound working knowledge of the SharePoint environment into the department.

Benefits for you as an individual

As an empowered user, you will be exposed to best practice working, be able to make site changes quickly and confidently, and contribute strategically to implementing departmental-driven change within the SharePoint environment.

Your answers to daily questions won't just be "Sharepoint can do that!", but often "I know how we can get Sharepoint to do that!"


SharePoint Concepts
  • What is SharePoint?
  • SharePoint Features
  • SharePoint Basics
  • SharePoint Hierarchy
  • SharePoint Alerting
Managing Sites
  • Management Tools
  • Site Management
  • The SharePoint Security Model
  • Customising SharePoint Security
Library Management
  • Standard Libraries
  • Managing Libraries
  • Library Customisations
Managing Columns, Lists & Views
  • Custom Columns
  • Managing Lists
  • Custom Views
Creating Collaboration Features
  • Creating Surveys
  • Creating Discussion Boards
  • Records Management
Tasks, Schedules and Workflows
  • Workspace Management
  • Outlook Connectivity
  • Managing Workflows
Site Searches
  • Search Concepts
  • Setting Up Searches
  • Using Search Scopes
  • Search Management
Further Site Customisation
  • Site Customisation Overview
  • Managing Web Parts
  • Configuring Web Parts
  • Maintaining SharePoint Sites
  • Site Collection Administration
Prerequisites

A good working knowledge and experience of SharePoint is assumed: attendees should have a strong grasp of SharePoint functionality, either gained from our end-user course or from longer-term prior experience, such as exposure to managing their own portals. Users should also be comfortable with standard Office packages (Word, Excel, Outlook, etc).

About the Lead Trainer

Matt Woodman

Matt is a technical trainer specialising in cloud services, data analysis, and Microsoft server systems. He started life at Quanta working in the tech dungeon as our Systems Administrator, and moved into training after implementing many new systems for us including surfacing data through SQL Server Reporting Services, using Excel Services with SharePoint, implementing Power BI and Office 365 and even this very website you are reading now!