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Microsoft SharePoint 2013/2016 & SharePoint Online - Technology Overview

2days
Training code
USPT
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Overview of SharePoint

This module provides an overview of SharePoint, its key technologies, architecture and user experience. It will position SharePoint Online versus SharePoint Server and the different features available in each type.

Discovering SharePoint sites

SharePoint is a powerful site provisioning engine allowing you to create different sites for your projects, teams, meetings, products... In this module you will learn about site creation, the use of different site collections and the different site templates that are available.

  • SharePoint Architecture
  • Sites vs Site Collections
  • Classic vs Modern Team Site
  • Discovering the Blog and Community Site Template
  • Creating your own Site Templates

SharePoint Content Management

SharePoint offers rich content management features. Lists and Libraries are the core content management components allowing you to store data and documents. Furthermore, we look at metadata, views and content types.

  • Basics of Apps, Lists and Libraries
  • Discovering a Custom List, Document Library, Calendar and Task List
  • Working with metadata and different column types
  • Creating new views
  • Creating new Content Types
  • Content Type guidelines

SharePoint Store Apps

SharepPoint Online allows site owners to extend their sites using apps. You can browse your corporate catalog or visit the public store to find the functionality your looking for.

  • Browsing the SharePoint App Store
  • Installing and Working with SharePoint Apps

Document Management

Document Management is probably the most popular functionality of SharePoint. SharePoint Document Libraries allow you to easily manage versions, work together with your colleagues on the same document, assign metadata or work with different document templates.

  • Keep track of different versions
  • Configure check-out and Approval
  • Grouping documents in Document Sets
  • Receive email Alerts
  • Co-Authoring on Office documents
  • Recycle Bin

Synchronizing data between SharePoint and the Office clients

SharePoint provides a seamless integration with the Office clients Word, Excel, Outlook, Access... From simply opening and saving documents from Office to SharePoint to exporting and importing data with Excel and Access.

  • Synchronizing calendars and contacts with Microsoft Outlook
  • Exporting and importing SharePoint data to Microsoft Excel and Microsoft Access

Building and publishing forms with InfoPath

InfoPath combined with SharePoint InfoPath Forms Services gives you a powerful platform to deliver electronic forms. You will learn how to create powerful and interactive forms, how to integrate external data and how to apply validation. InfoPath Forms Services allows users to fill out the form directly in the browser.

  • Creating form templates with InfoPath Designer
  • Publishing InfoPath forms
  • InfoPath Forms Services
  • Working with the InfoPath web part
  • Customizing list forms with InfoPath

Using and building custom workflows with SharePoint Designer 2013

SharePoint workflows allow you to implement and automate your business processes in SharePoint. You will look at the out-of-the-box approval workflows and by using SharePoint Designer 2013 and Visio you will learn how to create your own workflows.

  • Using the out-of-the-box workflows
  • Creating new workflows with SharePoint Designer 2013 and Visio

Microsoft PowerApps

In the world of the business user you will handle information that is probably stored across different software suites, like SharePoint, Salesforce, Excel file, Access database, ... Microsoft PowerApps allows people, without any development skills, to build applications that are mobile friendly on top of their data. Allowing other people to use the built application to browse the data and maybe even modify it.

  • What is Microsoft PowerApps?
  • Build a PowerApp from a template
  • Customize a PowerApp with formatting, validation, events, ...
  • Making a PowerApp available to your users

Microsoft Flow

Microsoft Flow allows you to create automatic processes, called flows, that react to an event in one app or application (like SharePoint, Twitter, ...), do something with the event data, and then use this data in another service (like SharePoint, Salesforce, Twitter, ...). All this can be done without having to write a single line of code.

  • What is Microsoft Flow?
  • Building flows using the browser
  • Microsoft Flow mobile application
  • Using Microsoft Flow from within SharePoint Online

Enterprise Content Management

Enterprise Content Management helps you by giving you tools to organize and manage content throughout the content life cycle, from creation to archive. It allows you to enforce different policies on your documents and to manage metadata and content types at enterprise level.

  • Metadata at enterprise level with the Managed Metadata Service
  • Terms and TermSets
  • Publishing of Enterprise Content Types
  • Moving Documents with Send To
  • Classifying documents with the Content Organizer
  • Record Management
  • Policies: Auditing, Expiration, Data Loss Prevention and Document Deletion

SharePoint Search

SharePoint includes the ability to search for content across multiple sites and site collections. The SharePoint Search query syntax includes the ability to refine a search based on a number of configurable refiners to find the data you are looking for. Modern SharePoint environments will not only use search by using the Search Centers but will also incorporate Search to drive navigation and to aggregate content from different locations.  

  • Search query syntax
  • Configuring the Search Engine
  • Working with Result Sources
  • Defining and using managed properties
  • People Search
  • Query Rules
  • Search web parts
  • Result Types

Web Content Management: Publishing Pages

SharePoint comes with a lot of features for building intranet and extranet portals. The Publishing pages allow you to create a consistent branding and page structure for your portals. Pages are based on Page Layouts in which branding and layout are predefined. Content authors can publish in a controlled way. 

  • Publishing Sites vs Team Sites
  • Publishing of a Publishing Page
  • Principals of Publishing Pages
  • Using and creating Page Layouts
  • Creating Page Layouts with the Design Manager

 

In this SharePoint training you will get a technology overview of SharePoint Server (versions 2013 & 2016) and SharePoint Online, part of Office 365. You will discover the different areas and capabilities of the product. The goal is to make you familiar with all the SharePoint features like Document Management, Collaboration, Search... position the role of the end users, power users, developers and administrators and help you to make better technology decisions. This course does not include any hands-on exercises.

This course is targeting analysts, designers, developers, technical management without any prior SharePoint skills.

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