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Home > Training > Power User / End User Training > SharePoint 2013 End User Boot Camp Training

SharePoint 2013 End User Boot Camp Training

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Course#: WA2444

This 5-day Instructor Led course Explores all the basic end user features of SharePoint 2013 including all basic lists and sites (aka "Apps").  Learn to assign basic and advanced permissions.  Explore the new project and community sites as well as how to work with the new social features of My Sites.  Building and sending search queries is also covered.  The course will explore advanced topics of working with SharePoint 2013 sites. Topics include SharePoint Server site definitions (Business Intelligence, Document Center, eDiscovery, Education, Search Center, etc), in-depth coverage of Workflows, Site Administration, Site Customization and Site Collection Administration.

What you will Learn

After completing this course, students will be able to:

  • Understand and work with SharePoint Lists, List Management tasks, Permissions and basic SharePoint Foundation sites, My Sites, Newsfeeds and Search queries.
  • Explore all the new site admin features exposed in SharePoint 2013.  Learn to utilize Workflows, search schemas, site administration, site collection administration and site customization.

Audience

Business users and everyday users that works with SharePoint sites on a regular basis.

Prerequisites

Before attending this course, students must have:

  • Basic understanding of web sites and SharePoint sites.

Duration

5 Days

Outline of WA2444 SharePoint 2013 End User Boot Camp Training

Module 1: Overview

A simple introduction module.

After completing this module, students will be able to:

  • Understand your course, classroom, classmates, facility and instructor.

Module 2: SharePoint Introduction

In this module, we are going to answer the all-important questions of What and Why should we be using SharePoint.

We are also going to look at several of the new and exciting features of SharePoint 2013!

Lessons

  • What is SharePoint?
  • Why SharePoint?
  • What’s New in SharePoint 2013
  • Driving End User Adoption

After completing this module, students will be able to:

  • Describe the site topology components of SharePoint
  • Describe the new features and capabilities of SharePoint 2013 as compared to older versions
  • Describe what business problems SharePoint can address

Module 3: Collaboration Experience

In this module we take a look at the site creation process, common features of the basic team site, advanced features of a Team Site and the new features of SharePoint 2013.

We will also take a look at the new features introduced in SharePoint 2013 from a collaboration and UI perspective.

Lessons

  • Site Structure
  • Basic SharePoint Features
  • New SharePoint Features

Lab : SharePoint 2013 UI

  • Explore 2013 UI Changes

After completing this module, students will be able to:

  • Describe the new UI features of SharePoint 2013
  • Understand how the Ribbon works
  • Understand how to use the new callouts feature

Module 4: Lists

In this module, we are going to take a look at lists from a end user standpoint, but also very quickly from a database standpoint as well.  We will talk about all the basic SharePoint Lists and the new lists in SharePoint 2013 and what things have changed when working with any type of list.

Lessons

  • Lists
  • List Views
  • SharePoint 2013 Features

Lab : Document Library

  • Create a Document Library
  • Create Documents and Folders
  • Explore Callouts
  • Uploading Documents
  • Explorer View

Lab : Form Library

  • Create a Form library
  • Create an InfoPath Form
  • Publish a Form

Lab : Wiki Pages

  • Create Wiki Page Library
  • Add Wiki Pages
  • Editing Wiki Pages
  • History

Lab : Picture Library

  • Create a Picture Library
  • Upload Pictures
  • Picture Views
  • Referencing Pictures

Lab : Report Library

  • Create a Report Library
  • Create a Report
  • Upload a Report
  • Run a Report
  • Report History

Lab : Data Connection Library

  • Create a Data Connection Library
  • Create/Upload an Office Data Connection (ODC)
  • Create/Upload an Universal Data Connection (UDC)

Lab : Asset Library

  • Create an Asset Library

Lab : Surveys

  • Create a Survey
  • Create Questions
  • Change question ordering
  • Branching Logic
  • Fill out the survey
  • Anonymous Surveys?

Lab : Custom Lists

  • Create a Custom List
  • Add One Of Each Column Type

Lab : General Lists

  • Create an Announcement List
  • Create a Contact List
  • Create a Discussion Board
  • Create a Links List
  • Create a Calendar
  • Create an Issue Tracking List

Lab : Promoted Links

  • Creating Promoted Links App
  • Using the Promoted Links App

Lab : Views

  • Creating Views (Standard, DataSheet, Access)
  • Adding/Ordering Columns
  • Sorting Data
  • Filtering Data
  • Grouping Data
  • Totaling Data
  • Setting Style
  • Item Limits
  • Mobile
  • Enabling  View
  • Datasheet Metadata Editing

Lab : Business Connectivity Services and External Content Types

  • Explore External Content Types
  • Create a new External Content Type
  • Create an External List
  • Setup and Configure Permissions for External List
  • Add items to an External List

Lab : GeoLocation Field

  • Adding a GeoLocation Field

After completing this module, students will be able to:

  • Understand when to use a List and when to use a Database
  • How to create and use the various lists in SharePoint
  • Adding list columns to tag your content with metadata
  • How to use and create Document Sets
  • Learn to create External Content Type Lists

Module 5: List Management

We explored the types of lists that come out of the box in the last module.  In this module, we will explore how to manage those lists!

Lessons

  • Basic List Management
  • Advanced List Management

Lab : List Management

  • RSS Feeds
  • Check out/Check In
  • Document/Item Properties
  • Site Columns
  • Content Types
  • Document Information Panel
  • Versioning/Version History
  • Content Approval

Lab : Advanced List Management

  • Multi-Document Actions
  • Turn On Document Sets
  • Column Level Validation
  • List Level Validation
  • Content Ratings
  • Audience Targeting
  • Metadata Navigation
  • Document ID Service
  • Generate file plan report
  • Record declaration settings

Lab : Email Enabled Lists

  • Email Enable A List
  • Send an Email to a List

Lab : Alerts

  • Create a List Alert
  • Create an Item Alert
  • Use Alerts
  • Manage Alerts

After completing this module, students will be able to:

  • Track and Manage Versioning
  • Use Check in and Check out
  • Enable List Item ranking via Likes and Rating Scales
  • Multi-Document Actions
  • Use Column\List Level Validation
  • Use Content Ratings
  • Use Audience Targeting
  • Use Metadata Navigation
  • Use Manage Item Scheduling
  • Use Document ID Service
  • Use file plan reports
  • Use Record declaration settings

Module 6: Permissions

In this module we take a look at SharePoint permissions.  We will learn about SharePoint groups, permission levels, permissions and explore the new Permission Finders.

Lessons

  • SharePoint Permissions

Lab : SharePoint Permissions

  • Review Default Groups
  • Add Users to a Site
  • Requests for Access
  • Understand Security Trimmed Interface
  • Create New Groups
  • Create Custom Permission Level
  • Explore Site/List/Item Permission Inheritance
  • Permission Checker
  • Sharing

After completing this module, students will be able to:

  • Describe where usernames and domain groups come from
  • How to create and manage SharePoint Groups
  • Implement access requests
  • What a permission level is
  • How to assign permissions to a user or group
  • How to break and re-enable inheritance
  • What is means to say permissions are cumulative
  • Understand that SharePoint has no deny
  • How to use the Permission Checker
  • How to use the Sharing feature

Module 7: Foundation Site Definitions

In this module we are going to review the SharePoint Foundation site definitions.

Lessons

  • Creating Sites
  • SharePoint Foundation Sites

Lab : SharePoint Foundation Definitions

  • Create Sub Sites (Team Site)
  • Create/Use a Blog Site
  • Create/Use a Wiki Site
  • Delete a Site
  • Restore a Site

Lab : New SharePoint Sites

  • Create a Project Site
  • Create a Community Site
  • Work with Badges & Reputation
  • Enable Offensive Content Reporting

After completing this module, students will be able to:

  • Work with team, blog and wiki sites
  • Understand how to create a project and community site
  • Learn to work with a community site (reputation, content moderation, badges, etc)

Module 8: Office Integration

In this module we are going to take a look at how SharePoint and Office interact with each other and how they handle mobile devices.

Lessons

  • Web Applications
  • Office Integration

Lab : Office Integration

  • Outlook Offline Document Libraries
  • Viewing Calendars
  • Syncing Tasks
  • Viewing Contacts
  • Excel Data Reporting
  • Access Data Reporting
  • SkyDrive Pro

Lab : Office Web Applications

  • Explore Office Web Applications
  • Create and Edit Word documents in Browser
  • Create and Edit PowerPoint document in Browser
  • Create and Edit OneNote document in Browser
  • Office Web Apps and Search
  • Multi-User Editing

Lab : Access Services

  • Explore Access Services

Lab : Visio Services

  • Explore Visio Services

Lab : Site Mailboxes

  • Exchange Setup
  • Creating Site Mailboxes

Lab : My Tasks

  • Understand Work Management Task Aggregation
  • Explore My Site’s My Tasks
  • Exchange Opt-In Task Sync

Lab : Site Notebook

  • Enable a Site Notebook
  • Work with the Site Notebook

Lab : Information Rights Management

  • Enable Information Rights Management on a Library
  • Test IRM

Lab : Machine Translation

  • Use Machine Translation in Office Web Apps
  • Use Machine Translation in Office Client

After completing this module, students will be able to:

  • Describe how SharePoint integrates with Office apps (Outlook, Excel, Access)
  • How to work offline with documents
  • How to describe and use Office Web Applications (In browser editing, multi-user editing)
  • How to describe and use Access and Visio Services
  • How to use Site Mailboxes and Site Notebooks
  • How to setup Information Rights Management (IRM)

Module 9: My Site

In this module we will review the new Social Computing features in SharePoint 2013 and how My Sites has been completely redesigned to support social.

Lessons

  • My Site
  • What Is Social Computing

Lab : My Site

  • Create Your My Site
  • Newsfeeds
  • Hashtags & Mentions
  • Following
  • User Profile
  • Notification Settings
  • Apps
  • My Blog
  • My Tasks

After completing this module, students will be able to:

  • Describe what a My Site is
  • How to create and modify a My Site
  • How to work with My Site social networking features (Newsfeeds, Following, Hashtags and Mentions)
  • How to protect yourself in the Social Computing realm

Module 10: Search

In this module you will learn how to effectively query the Search Index to find items you are looking for.

Lessons

  • Performing Queries

Lab : Performing Search Queries

  • Performing simple KQL Queries
  • Performing complex KQL Queries
  • Performing People Searches

After completing this module, students will be able to:

  • Perform effective Keyword Queries
  • Perform effective People Searches

Module 11: Overview

A simple introduction module.

After completing this module, students will be able to:

  • Understand your course, classroom, classmates, facility and instructor.

Module 12: Server Site Definitions

In this module we will explore each of the site definitions that come with SharePoint Server.

Lessons

  • SharePoint Server Site Definitions
  • Business Intelligence Center
  • Publishing
  • SharePoint eDiscovery
  • SharePoint Education

Lab : Server Site Definitions

  • Use the Publishing Portal
  • Edit publishing pages
  • Work with Reusable Content
  • Review Page History
  • Create new Pages
  • Use the Records Center
  • Setup Send To Connections
  • Create Content Organizer Rules
  • Submit Records
  • Use the Search Center
  • Use Business Intelligence Center

Lab : Managed Navigation

  • Managed Navigation

Lab : Cross Site Publishing

  • Cross Site Publishing

Lab : Image Renditions

  • Image Renditions

Lab : Embedded Code

  • Embedded Code

Lab : SharePoint eDiscovery

  • Create Discovery Center
  • Create a Case
  • Create Discovery Sets
  • Create Queries
  • Explore eDiscovery Exchange Integration

Lab : SharePoint Education

  • Explore the SharePoint Education Course Site
  • Create and Assign Assignments
  • Create Quizzes

Lab : Content Type Hub

  • Configure Content Type Hub
  • Configure Content Type Publishing

After completing this module, students will be able to:

  • Describe each of the SharePoint Server site definitions
  • Be able to effectively use the SharePoint Server site definitions
  • Utilize the Publishing site for intranet and internet sites (Create pages, content types, page layouts)
  • Use the new cross site publishing (list catalogs), image renditions and code snippet features
  • Use the Records Center to submit content
  • How to implement in place records management
  • How to setup and use the eDiscovery Center
  • How to setup and use the SharePoint Education site

Module 13: Search

In this module you will learn how to navigate the basic Search Center provided by SharePoint 2013.  You will then explore various ways to customize the Search Center using Search Pages, Web Parts and Result Types.

Lessons

  • Search Center Introduction
  • Customizing Search Center

Lab : Search Administration

  • Search Result Sources
  • Search Result Types
  • Search Query Rules
  • Search Schema
  • Search Configuration Export and Import
  • Search and Offline Availability
  • Searchable columns

Lab : Creating Refiners

  • Creating Refiners (Custom)
  • Creating Refiners (Managed Metadata)
  • Configure item counts

Lab : Content Query Web Part

  • Using Content Query Web Part
  • Implementing Top Likes
  • Implementing Most Viewed

After completing this module, students will be able to:

  • Describe the Search Center features
  • How to enhance the Search experience with Site Collection and Site Search Schemas
  • Add new search and results pages
  • Customize the Search Center using Search Web Parts
  • Create and use Result Types
  • Create Refiners
  • Using the Content Search Web Part

Module 14: Workflows

In this module we will review the new workflow features of SharePoint 2013.

Lessons

  • Workflows in SharePoint 2013

Lab : Built In Activities (2007)

  • Use one of each Built-In Activity

Lab : Built In Activities (2010)

  • Use one of each Built-In Activity (2010)

Lab : Reusable Workflows

  • Create Reusable Workflows (Site/Global)
  • Export a workflow to Visio
  • Import a workflow from Visio
  • Save as Template

Lab : Modify OOB Workflow

  • Modify Out Of Box Workflows

Lab : Looping Workflow

  • Create a looping set of workflows

Lab : Creating Simple 2013 Workflows

  • Create a custom workflow using SharePoint Designer 2013
  • Work with Stages
  • Work with Loops
  • Utilize new SharePoint activities

Lab : Creating Visio-based Workflows

  • Create a workflow using Visio 2013

Lab : Out Of Box Workflows

  • Create/Use Approval WF
  • Create/Use Collect Feedback WF
  • Create/Use Collect Signatures WF
  • Create/Use Disposition WF
  • Create/Use Three-state WF

After completing this module, students will be able to:

  • Build workflows with SharePoint Designer
  • How to utilize the new Windows Workflow 4.0 in SharePoint 2013
  • Understand how to edit built in workflows
  • Implement logging in your workflows
  • Understand the difference between 2010 and 2013 workflows
  • Learn to use the new Stages to implement state machine workflows

Module 15: Site Administration

In this module we are going to take a quick look at some basic site administration tasks.  These are tasks that can be done by site "owners".

Lessons

  • Basic Site Administration

Lab : Site Administration

  • Site Name, Description, Appearance
  • Tree View
  • Composed Looks and Site Theme
  • Navigation
  • Regional Settings
  • User Alerts
  • RSS Settings
  • Workflow Settings
  • Term store management
  • Content and Structure
  • Manage Site Features
  • Reset to site definition
  • Popularity Trends

Lab : Galleries

  • Explore Site Column Gallery
  • Explore Site Content Types Gallery
  • Explore Web Parts Gallery
  • Explore List templates Gallery
  • Explore Master Pages (and page layouts) Gallery
  • Explore Solutions Gallery

Lab : Advanced Site Administration

  • Site Features
  • Hold Reports
  • Discover and hold content
  • Content Organizer settings
  • Content Organizer Rules

After completing this module, students will be able to:

  • Understand what a Site Administrator is
  • Be able to describe all Site Administration tasks
  • Administer SharePoint Sites

Module 16: Site Customization

In this module we will take a very brief look at some of the ways to customize your site via the browser and as an end user.  There are many more ways at a developer level to customize SharePoint sites, but this module is focused at an end user level.

Lessons

  • Using Web Parts
  • Site Customization

Lab : Foundation Web Parts

  • Web Parts Basics
  • Add a web part
  • Close a web part
  • Delete a web part
  • Media and Content Web Parts
  • Content Rollup Web Parts
  • Social Collaboration Web Parts

Lab : New 2013 Web Parts

  • Timeline
  • Search-Driven Content Web Parts

Lab : Server Web Parts

  • Basic & Audience Targeting
  • Business Data
  • Office Client Applications

Lab : Filter Web Parts

  • Use each of the Filter Web Parts

Lab : Master Page and CSS Customization

  • Create a Master Page
  • Modify a Master Page
  • Custom CSS

Lab : Page Layouts

  • Create a new Page Layout
  • Create a new Page using a Page Layout

After completing this module, students will be able to:

  • Modify the shared and personal view of a site
  • Add and delete pages and web part pages
  • Add, remove, close and move web parts to a web part page
  • An understanding of some basic web part on a team site and portal sites
  • Be able to make simple changes to SharePoint master pages and CSS
  • Be able to create page layouts and pages

Module 17: Site Collection Administration

In this module we take a look at all site collection settings and describe what a site collection administrator is, and what they can do.

Lessons

  • Site Collection Administration

Lab : Site Collection Administration

  • Recycle Bin
  • Site Collection Features
  • Site Hierarchy
  • Site Collection Navigation
  • Search engine optimization settings
  • Site Collection Audit Settings
  • Audit Log Reports
  • Portal site connection
  • Content Type Policy Templates
  • Storage Metrics
  • Site collection app permissions
  • Site Policies
  • Site collection cache profiles, object cache & output cache
  • Suggested Content Browser Locations
  • Document ID Settings
  • Help Settings
  • HTML Field Security
  • SharePoint Designer Settings
  • Popularity and Search Reports
  • Site Collection Health Checks

Lab : Creating Variations

  • Variation Settings
  • Variation Labels
  • Variation Logs
  • Translatable Columns
  • Using XLIFF Packages
  • Utilizing Machine Translation

Lab : List Throttling

  • Throttle Large Lists

After completing this module, students will be able to:

  • Understand what a Site Collection Administrator is
  • Understand where to find and configure site collection settings
  • Be able to describe what each of the site collection administration features are
  • Be qualified to be a Site Collection Administrator
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Instructor Led Virtual 10/16/2017 10/20/2017
We regularly offer classes in these and other cities. Atlanta, Austin, Baltimore, Calgary, Chicago, Cleveland, Dallas, Denver, Detroit, Houston, Jacksonville, Miami, Montreal, New York City, Orlando, Ottawa, Philadelphia, Phoenix, Pittsburgh, Seattle, Toronto, Vancouver, Washington DC.
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