Sharepoint: 2013 for Site Owners

Description:

Course Overview

Duration: 2 days; Coffee/snacks will be provided in morning

Prerequisites

This course is aimed at delegates that have already been using Sharepoint and have the ability to navigate the system. This is not intended for people who have no experience in Sharepoint.

Course Summary

The SharePoint 2013 Site Owners course is written for people who will become “Site Owners” these people are critical in the success of your SharePoint environment. Site Owners create, manage and secure the components within SharePoint where people will store their business documents and collaborate.

Site Owners need to have an excellent understanding of some of the more complex parts of SharePoint including Site Customization, Security and Content Types, these topics are covered in detail during this course.  This is not a “What’s new” course. Here, we focus on the practical tasks that a SharePoint Site Owner will perform on a daily basis.

Course Outline:

1. Site Owner Responsibilities

Site Owners are trusted with functionality that in other business systems would normally only be available to developers. As a new Site Owner it is important to know what is expected of you and what the best practices are. This module leads the site management course by discussing the delegate’s role in creating sites, reasons for creating sites and the importance of securing the site before adding content. The following topics are covered:

  • Responsibilities of a Site Owner
  • SharePoint user model – IT, Site Owners and Site Members
  • Security
  • Structure
  • Site Content Ownership

2. Creating and Managing Sites

Fundamentally, site collections are composed of different site templates. In this module students will create each of these components to develop an enhanced understanding of each sites function and appropriate use. The following lessons are covered:

  • Introduction to Site Topology
  • When to create a site and where?
  • How to Create a new Site
  • Site Templates
    • Blogs
    • Community Sites
  • Site Settings
  • Deleting Sites

3. Permissions and Security

Security is an important element of any site collection. This module includes Instructor-led demonstrations of default groups. Thorough coverage of the use, creation, and application of custom permission levels provide students with comprehensive knowledge about the creation and management of sites. We also focus on security management best practices. The following lessons are covered:

  • Introduction to Security in SharePoint 2013
  • Permissions, Permission Levels and SharePoint Groups
  • Manage User Access to SharePoint Site
  • Manage SharePoint Groups and Users
  • Breaking Permissions Inheritance within the Site
  • SharePoint Security Best Practices

4. Adding and Configuring Apps

Maintenance and use of lists apps and library apps are one of the site owner’s primary responsibilities. Well-constructed lists and libraries save users time and frustration, which translates to an effective gain for organizations. This module covers elements such as views, columns and views which are fundamental to this construction. Versioning and other library settings which can serve to enhance a list or library are also taught in this module. Features such as Document IDs, Document Sets and the Content Organizer are configured and tested. An introduction to on premise and SharePoint Marketplace apps is also included in this module. The following lessons are covered:

  • Using list and library apps
  • Managing list & library properties
  • Creating list templates
  • Creating & managing columns
  • Site columns
  • Creating & managing views
  • Document IDs, Document Sets and the Content Organizer
  • Configuring advanced list & library settings
  • On premise apps
  • SharePoint Marketplace apps

5. Adding & Managing Workflows

Workflows are a powerful efficiency tool which can be used to organize and track process driven tasks. In this course, application and customization of these workflows is demonstrated using real world examples, as well as investigating how Visio and SharePoint Designer can be used to enhance the experience. Students are given the opportunity to build workflows and track workflow tasks. The following lessons are covered:

  • Introduction to workflows
  • Workflow scenarios
  • Creating workflows
  • Configuring workflow settings
  • Adding workflows

6. Creating & Managing Content Types

Configuration of Content Types allows Site Collection Administrators and Site Owners to group attributes such as metadata, workflows and document templates into functional components. These Content Types can be managed in a dedicated site collection so that they can be shared across the entire SharePoint farm. This functionality allows for an enhanced user experience and reduced administrative overhead. The following lessons are also covered:

  • Introduction to content types
  • Creating & managing site content types
  • Content type settings
  • Document Sets
  • The Content Type Hub
  • Deploying content types

7. Document Lifecycle Management

SharePoint supports an array of features to support the process of controlling the governance of documents in a business. This module will introduce delegates to the records center, information management policy settings and how to use workflows and the content organizer to manage document lifecycles. The following lessons are covered:

  • An introduction to governance
  • Information management policy settings
  • Disposition workflows
  • The Records Center
  • The Content Organize

Objectives:

See course topics listed above.

Prerequisites:

Other Recommendations:

There are no additional recommendations with this course

Duration:

14 hour Course

Registration Fees:

U of S Faculty: $300.00
U of S Staff: $300.00

Required Software:

There is no required software for this course.

Resources:

There are no additional resources for this course.

NOTE: Classes may have limited registration. If an offering is designated as 'Full', please email Training Services in order that we may accommodate your training needs. Due to last minute withdrawls, this class is subject to cancellation on short notice. A customized training solution may be offered in its place.

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