Introduction to Microsoft SharePoint

2 Days, 9:00-4:00

Course Overview

This 2‐day course is geared for users who need a comprehensive working knowledge of SharePoint and its capabilities to implement team sites, share information and collaborate with colleagues.

Note: This class can be customized to cover select topics in a 1-day timeframe.

Course Objectives

Understand, navigate and create sites
Add and modify list items, configure list views, and sort/filter lists
Add, upload, modify, search for, check in/out, and share documents in document libraries
Use and collaborate with Office Applications
Create project schedules, add tasks, and create calendar lists
Search for information and people

Course Outline

Introduction to SharePoint

Get started with SharePoint
Collaborate and share within teams
Control access to SharePoint sites
Use SharePoint integration with Office
Compare SharePoint products

Navigate SharePoint Sites

Understanding sites
Understand site structure
Customize site navigation
Work with the ribbon
Navigate lists and libraries
Understand web parts and app parts

Create and Manage Sites

Creating a site
Understanding the layouts directory
Naming a URL
Create personal sites
Manage site users and permissions
Change site themes
Create and use custom site templates
Manage site features
Delete sites

Work with Content in Lists and Libraries

Discover lists and libraries in a site
Creating, populate and edit list items
Create and upload existing files
Create documents from a library
Understanding Office Online programs
Check files in and out
Working work with versions
Organize lists and libraries
Delete and restore list items and documents
Setting alerts
Follow documents
Work offline

Making the Most of Lists and Libraries

Using list and library settings
Manage list and library users and permissions
Configure versioning
Work with advanced settings
Work with site columns
Work with content type and create views
Set up validation settings and ratings
Delete and restore lists and libraries

Work with My Site and OneDrive for Business

Note: This module is only covered for clients using OneDrive

Understand My Site
Converse and monitor by using the Newsfeed page
Work with OneDrive for Business
Understanding the OneDrive Business library
Using the OneDrive for Business sync client
Understanding OneDrive for Business limitations

Collaborate with Office Programs Using SharePoint

Edit documents in Office
View and change file properties
Co-author by using Office and Office Online
Share OneNote notebooks with SharePoint
Import data from and export data to Excel
Work with SharePoint content in Outlook
Integrate Access with SharePoint
Work with an Access app in your browser

Work with Webpages

Understand SharePoint pages
Web part pages
Wiki pages
Publishing pages
Application pages
Create pages
Add content to page
Modify pages
Format and display content
Reusable content
Manage pages
Use app parts and web parts

Search for Information and People

Search SharePoint sites
Target search queries
Create and manage terms
Influence relevance rankings
Configure search behavior
Customize search results pages
Define visibility and indexing for sites

Manage Work Tasks

Create and manage project sites
Work with tasks, subtasks, and the timeline
Manage projects by using SharePoint and Project Professional

Introduction to Built-in Workflows

Automate business processes using SharePoint
Use built-in workflows
Interact with workflows
Manage workflows

Optional Topics

Work with Wikis, Blogs and Community Sites

Create wiki libraries
Create and use Enterprise Wiki sites
Create and manage blog sites
Create, manage and delete blog posts
Create and manage community sites
Community Portal
Community site pages an web parts
Permissions and Auto Approval
Work with community sites

Work with Business Intelligence

Getting started with SharePoint BI
Shape your data
Create and publish Power Pivot dashboards
Display Power Pivot dashboards in web parts
Build visualizations by using Power View
Display Power View reports in web parts

Manage and Monitor Content

Manage documents
Create enterprise content management sites
Work with document IDs
Create and modify document sets
Set up the Content Organizer
Store and manage records
Protect data in SharePoint
eDiscovery Center
Data loss protection queries
Document deletion policies
Data loss protection policies
Time-based in-place hold policies
Define and apply a site policy
Work with information management policies
Audit user actions

Cost and Delivery Format Options

We offer the above listed class as a private group class in the following delivery formats:

Private Group Class: Live Virtual
1-4 students	$2800
5-8 students	$3200
9-12 students*	$3600
*$250 per additional student

Private Group Class: At Your Location or Softek
1-4 students	$3100
5-8 students	$3500
9-12 students*	$3900
*$250 per additional student

Private Group Training

Private group classes are cost effective when you have a group of students who need the same course. Volume discounts of 5% to 20% are available when five or more training days are scheduled. For classes conducted at your location, you are responsible for the classroom setup which should include:

A computer for each student (with the appropriate software installed), and
An instructor workstation connected to a visual display (e.g., projector, smartboard, etc.).

Customization

Softek can easily customize a training course that covers the specific topics you require and integrate examples relevant to your work environment. Course customization is billed at $125 per hour and covers time needed to meet, discuss, prepare, and incorporate any specific examples into the training program. Once we have a better idea of what you have in mind, we will be glad to provide a specific price quote for the customization. There is a 2-hour minimum fee for customization.

Why Choose Softek?

Live, virtual or in-person training
Instructors with 15+ years of experience
Detailed training guide
Certificate of completion
Money-back guarantee