55311AC : SharePoint Server SE for Power Users
This 4-day course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites in SharePoint Server Subscription Edition. Your goal is to learn how to make SharePoint Server SE relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues. During the class, you will also learn best practices and ‘what not to do’ as you study and put theory into practice with hands on exercises in SharePoint Server SE.
This course is suitable for people who have had little to no experience with SharePoint Server SE and also for people that have had experience but are looking to broaden their skill set.
It is for people who want practical ways to ensure they have the confidence to plan and create new sites or manage existing sites in SharePoint Server SE and to find ways to make SharePoint Server SE relevant to their team.
The only prerequisites for this course are proficiency in navigating web sites and familiarity with navigating Windows operating systems and using file explorer.
At the end of course, students will be able to:
- Describe features of SharePoint Server SE
- Create, and structure team sites, communication sites, hub sites and a home site
- Create rich web pages for displaying interactive content
- Organise content in lists and libraries utilising a wealth of features to compliment a wide-ranges of uses
- Automate common business processes and customise digital forms
- Manage a sites security ensuring your users have the right access to the right content
- Leverage SharePoint Server SE’s powerful search capabilities to acquire content quickly
- Set up policies, retention, records and more to manage content across multiple sites
Module 1: An introduction to SharePoint
We will demonstrate popular uses of SharePoint Server SE to manage and share content, create engaging web page, automate business processes, and make good business decisions with Business intelligence.
We will also discuss who will be the typical users in our sites and the role of the site collection administrator. Site Owners are trusted with functionality that in other business systems would normally only be available to developers.
Module 2: Creating sites
Whether you are managing existing sites, or you have not yet started, we will complement your current situation by discussing site hierarchy and planning your SharePoint sites. This will allow you to understand existing sites that other people have created as well as making good decisions when building new sites.
As a site owner, you will be presented with a selection of site templates. You will use a variety of popular site templates to develop an enhanced understanding of each sites function and appropriate use. Once your site is ready, we will then change the look and feel of your site. You can even try applying your business brand to your test site. We will also build our navigation bar, a simple but powerful way to help users move between websites.
Module 3: Creating and managing web pages
SharePoint boasts a rich selection of ways to build web pages. You will learn how to update the home page of your SharePoint site with text, links, images, videos, and web parts. We will also show you best practices when creating multiple pages and linking them together. In most site templates, creating and managing web pages is a simple, fast, and rewarding way to present essential information and apps.
Module 4: Installing, Upgrading, and Migrating to Windows 7
SharePoint provides a selection of apps for different scenarios, all with the option to be customised for a specific business requirement. An introduction to on premises and SharePoint Marketplace apps is provided to show how to extend site functionality beyond what Microsoft has provided in the SharePoint Server SE platform.
Module 5: Building processes with workflows and forms
Businesses depend on business processes and SharePoint gives users the ability to automate some processes using workflows. This module introduces you to workflows. You will learn the types of workflows available and how to deploy and monitor them. We will also look at ways to work with and customise digital forms to ensure data captured through forms carries the same business logic as the workflow.
Module 6: Customising security
Security is an important element of any site. You will see demonstrations of the best practices for adding and removing colleagues from your site and defining their level of access. As a site owner, you can customise permission levels. This means that you can create levels of access that are aligned with the responsibilities of your site’s users. Additionally, we will focus on locking down or opening areas within your site to make it more tailored for your needs. You will also see how to use the Share button to quickly share documents with other users.
Module 7: Working in Search
SharePoint provides the ability to store vast amounts of content in a variety of locations. This module covers a set of tools which help you to efficiently locate the information you need. While SharePoint’s search is rich and intelligent, site owners can make customisations to search to improve its relevance to an organisation. We will show common techniques used by site owners to improve search results by promoting specific content when a certain keyword is used.
Module 8: Enterprise Content Management
Traditionally teams make use of file templates or manual processes to ensure information is collected and retained correctly. This may be a choice your team makes or a decision that is more universal across your organisation. In this module, we will help your team establish reusable file templates and automate document lifecycle management. An example of this would be removing old unwanted content from your site automatically. To achieve this, you will learn about a variety of SharePoint features including managed metadata, content types, policies, in-place records management, and the content organizer.