Section 1: An Introduction to SharePoint 2016
Let’s get started with SharePoint 2016 by letting you know about its fantastic selection of features. The course demonstrates popular uses of SharePoint 2016 for managing and sharing content, creating engaging web pages, automating business processes and making good business decisions with Business intelligence.
The course discusses 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. As a new Site Owner we’re sure that you will be amazed with the potential that SharePoint 2016 has to offer an end user.
Overview of SharePoint 2016
Central Repository for Information
Roles in SharePoint
Web Content Management
Site Collection Administrator
Section 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.
Site owners will use a variety of popular site templates to develop an enhanced understanding of each sites function and appropriate use. Once the site is ready, we will then look at changing the look and feel of the site. Students can even try applying their business brand to their test site. Students will also build a navigation bar, a simple but powerful way to help users move between websites.
An Introduction to Site Topology
Navigating SharePoint Sites
When to Create a Site and Where?
Applying Custom Themes to a Site
How to Create a New Site
Building the Site Navigation Bar
Recovering Deleted Sites
Section 3: Creating and Managing Web Pages
SharePoint boasts a variety of ways to build web pages. Students will learn how to update the home page of their SharePoint site with text, links, images, videos and web parts. We will also discuss 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.
SharePoint can also be used as an Intranet for internal news and information as well as a public facing website. Due to the high visibility of these web sites, it is common to place more control over the release of new web pages or updates to existing pages. For this reason, SharePoint has Publishing Sites.
Introducing Wiki Pages
Introducing the Publishing Site
Adding Wiki Pages
Create and Edit Publishing Pages
Adding Rich Content to Wiki Pages
Using Page Layouts
Web Page Metadata
Adding and Modifying Web Parts
Site Collection Images
Deleting Wiki Pages
Web Page Approval
Section 4: Defining Business Information & Retention
Traditionally teams make use of file templates or manual processes to ensure information is collected and retained correctly. In this module students will learn how to establish reusable file templates and automate business processes. An example of this would be removing old unwanted content from your site automatically.
To achieve this, students will learn about a number of SharePoint features including content types, policies and in-place records management.
Managed Metadata Service
Information Management Policies
An Introduction to Content Types
The Records Center
Create & Manage Content Types
The Content Organizer
Content Type Settings
Using Content Types in Apps
In Place Records Management
The Content Type Hub
Deploying Content Types
Section 5: Adding and Configuring Apps
Apps are required to store information such as files, contacts and events in a site. SharePoint provides a variety of apps for different scenarios, all apps can be customized for a specific business requirement. Apps can be broken down into Libraries, Lists and Market Place Apps.
In SharePoint 2016 lists serve as the structure for calendars, discussion boards, contacts, and tasks. This section discussses the concept of lists, and then reviews popular options.
A document library is a location on a site where users can create, collect, update, and share files including Word, Excel, PowerPoint and PDF. We will show studetns the benefits of using a library and teach students best practices for working with files in a library.
An introduction to on premises and SharePoint Marketplace apps is provided to show students how to extend site functionality beyond what Microsoft has provided in the SharePoint 2016 platform.
Finally, this section provides an essential overview of the Microsoft products which are most commonly used in conjunction with SharePoint 2016 and covers the advantages of each program when combined with SharePoint.
Adding List & Library Apps
Popular List & Library Templates
Managing List & Library Settings
Add, Modify, Upload, and Delete Content in Apps
Create and Manage App Columns
Adding Site Columns
Sort and Filter Content
Create and Manage Public Views
Working with Document Sets
Using Alerts in Apps
Creating App Templates
Office 2016 Integration with SharePoint Apps*
On Premises Apps
SharePoint Marketplace Apps
Integration with Microsoft Office
SharePoint Designer 2013
InfoPath Designer 2013
OneDrive for Business
Section 6: Building Processes with Workflows
Workflows are a powerful efficiency tool which can be used to organize and track process driven tasks including approval processes. Workflows will be demonstrated using real world examples. Students will be given the opportunity to build workflows and review workflow progress. The section also covers an introduction to Microsoft SharePoint Designer 2013 and third party workflow tools.
An Introduction to Workflows
Third Party Workflow Tools
Configuring Workflow Settings
Section 7: Customizing Security
Security is an important element of any site. Students will view instructor-led demonstrations of the best practices for adding and removing colleagues from their site and defining their level of access. As a site owner, studetns can customize permission levels. This means that students can create levels of access that are aligned with the responsibilities their sites users. An example of this would be allowing a group of users the ability to upload content but not delete content.
An Introduction to Security
How Inheriting Security Works
Share Sites and Files
Securing Apps, Folders, Files/Items
Approving Access Requests
Managed Metadata Security
Creating Permission Levels
Section 8: Communicating with Social Tools
This section discusses a new and evolving culture change in the way that we work with business information. Social features are an engaging way for users to collaborate. The variety of social tools available to you is overwhelming. Students will learn the differences between each of these tools and when to use them.
An Introduction to Social Tools
Updating your Profile
Skype for Business
Section 9: Working with Search
SharePoint provides the ability to store vast amounts of content in a variety of locations. This section discusse a set of tools which help you to efficiently locate the information you need.
Searching in SharePoint 2016
How Search Works
Search Web Parts
How Can Search be Customized?
Section 10: Building Business Scenarios
During the class you have seen, discussed and tested many SharePoint components. Students will create an entire SharePoint site based on a real world scenario. This is an opportunity for studetns to test themselves and ask questions of the instructor.