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SharePoint 2013 End User - Level 1

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This SharePoint 2013 Power User training class is designed for individuals who need to learn the fundamentals of managing SharePoint sites.

950 € HT 2 jours SP2013 EU1

Prochaines sessions

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    Programme

    Module 1: Content Approval

    • Content approval can be used on both lists and libraries in a SharePoint site.
    • With content approval enabled, you have additional options to control the visibility of items.
    • Content approval is enabled through the list/library settings page.
    • Content can be approved manually through the context menu and toolbar of an item or it can be automated with workflows.
    • SharePoint includes a workflow specifically for approving content.

    Lessons

    • Enabling Content Approval
    • Content Approval Workflows

    Lab : Content Approval

    • Enabling and Using SharePoint Content Approval
    • Enabling and Using SharePoint Approval Workflow
    • After completing this module, students will be able to:
    • Enable content approval.
    • Set the visibility of items that have not been approved.
    • Approve items.
    • Enable out-of-box workflows.
    • Assign out-of-box approval workflow for a list/library item.
    • Approve and item using a task created by the out-of-box approval workflow.

    Module 2: Creating Custom Workflows with SharePoint Designer 2013

    • Workflows are a popular way to perform automated work in SharePoint.
    • The pay versions of SharePoint Server, Standard and Enterprise, come with extra out-of-box workflows that can be associated and configured with lists and libraries using just the browser.
    • Custom workflows can be created with software applications such as SharePoint Designer 2013 or Visual Studio 2012.
    • SharePoint Designer is a powerful and fairly easy to use tool for creating custom workflows and does not require any formal developer skills.
    • Visual Studio, although extremely powerful in creating custom workflows, requires developer skills to use.
    • The walk-throughs and exercises in this course will focus on using SharePoint Designer 2013 to create custom workflows.

    Lessons

    • Workflow Basics
    • Custom List Workflows
    • Workflow Actions
    • Workflow Conditions
    • Workflow Initiation Form
    • Resusable Workflows

    Lab : Creating Custom Workflows with SharePoint Designer 2013

    • Creating Custom List Workflows
    • Creating Resusable Workflows
    • After completing this module, students will be able to:
    • Understand workflow basics.
    • Create a list workflow using SharePoint Designer 2013.
    • Run a workflow.
    • View a workflow’s history.
    • Add actions to a workflow.
    • Add conditions to a workflow.
    • Add parameters to a workflow initiation form.
    • Create a reusable workflow.
    • Associate a reusable workflow with a list/library.

    Module 3: Working with Managed Metadata

    • The Managed Metadata service in SharePoint Server 2013 provides central term storage and management.
    • The Term Store is what allows you to have common sets of terms that can be shared across all sites and site collections within a farm.
    • The Managed Metadata service only comes with the pay versions of SharePoint Server, and it is not available with SharePoint Foundation 2013.
    • Term Store terms are organized within a Term Set which is created within a Term Group forming a hierarchy nested within the Managed Metadata Service.
    • The parent service defines Term Store Administrators that are responsible for creating the Term Groups.
    • The Term Groups define the Group Managers and Contributors.

    Lessons

    • Creating a Term Store Group and Term Set
    • Creating Metadata Columns in Lists and Libraries
    • Publishing Content Types

    Lab : Working with Managed Metadata

    • Creating a Term Store Group and Term Set
    • Creating Managed Metadata Columns

    After completing this module, students will be able to:

    • Understand managed metadata service basics.
    • Create Term Store groups.
    • Create Term Store sets.
    • Create Managed Metadata columns is a list or library.
    • Under the basics of content type publishing.

    Module 4: Business Connectivity Services

    • Business Connectivity Services is a free service that comes with the Foundation version of SharePoint.
    • The service enables administrators to create external lists linked to data outside of SharePoint.
    • Normal SharePoint lists expose data that is stored inside of a SQL content database that SharePoint creates and maintains.

    Lessons

    • Business Connectivity Service Basics
    • Creating an External Content Type iwth SharePoint Designer
    • Creating a List from an External Content Type

    Lab : Business Connectivity Services

    • Working with Exerntal Content Types and Lists

    After completing this module, students will be able to:

    • Understand the basics of Business Connectivity Services.
    • Create an External Connection using SharePoint Designer.
    • Create an External Content Type using SharePoint Designer.
    • Define database operations using SharePoint Designer.
    • Create a list using the External List template.
    • Create an External List using SharePoint Designer.

    Module 5: Information Management Policy

    • In this lesson, you will learn the basics of information management policy.

    Lessons

    • Information Management Policy Basics
    • Defining Information Policy for a Content Type
    • Defining Information Policy for a List

    Lab : Defining Information Policy for a List

    • Create an information Management Policy for a List

    After completing this module, students will be able to:

    • Understand the basics of Information Management Policy.
    • Configure an information Management Policy for a Content Type.
    • Define Information Management Policy Stages.
    • Configure an Information Management Policy for a list/library.

    Module 6: Content Organizer

    • Content organizer is a SharePoint feature that only comes with the pay versions of SharePoint.
    • It provides document routing from a drop-off library.
    • The feature is enabled at the site level and the drop-off library is created as part of the feature activation.
    • Once the drop-off library is created, you can define rules that route documents placed in the drop-off library to their final destination.

    Lessons

    • Activating the Content Organizer Feature
    • Configuring Content Organizer Settings
    • Configuring content Organizer Rules
    • Lab : Content Organizer
    • Activating and Configuring the Content Organizer Feature

    After completing this module, students will be able to:

    • Activate the Content Organizer site feature.
    • Modify the Content Organizer settings.
    • Create the Content Organizer rules.

    Module 7: Document ID Service

    • SharePoint’s Document ID service, available with the pay versions of SharePoint, creates unique IDs for documents that are prefixed with text the Site Collection Administrator defines.
    • What’s more is that the ID assigned to the document creates a fixed URL that can be used to link to the document even if it is moved to another library or site.
    • The Document ID service can only be used on documents and cannot be used on list items.
    • The Document ID service is enabled at the Site Collection level by activating a feature.
    • Once the service is activated the Site Collection Administrator can define the prefix string to be used.
    • SharePoint uses a Timer Job, Document ID assignment job, to set the IDs on existing documents once the Document ID Service has been activated.
    • The Timer Job runs every 24 hours by default so existing documents will not have the IDs until the job has run.
    • A Farm administrator can manually run the job to have the IDs created sooner.
    • New documents will have IDs created when the document is saved to the library.

    Lessons

    • Activating the Document ID Feature
    • Configuring Document ID Settings
    • Linking Documents Using Their Document ID

    Lab : Document ID Service

    • Activating and Configuring the Document ID Service

    After completing this module, students will be able to:

    • Understand what the Document ID feature does.
    • Activate the Document ID feature in a Site Collection.
    • Configure the Document ID feature settings.
    • Force the Document ID feature timer jobs to run.
    • Link to a document using the Document ID URL.

    Module 8: Document Sets

    • SharePoint’s Documents Sets are like enhanced versions of folders.
    • As with folders, you primarily use them to group similar documents together.
    • They are enhanced with the ability to have their own metadata, workflows, and home page.
    • The Document Sets feature is only available with the pay versions of SharePoint Server 2013.
    • To use Document Sets, the feature must be active at the Site Collection level.
    • Once activated, there will be a new Document Set content type in the Site Collection’s content type gallery.
    • To best take advantage of the enhancements offered by Document Sets, you should create custom content types that inherit from the Document Set content type.

    Lessons

    • Activating the Document Sets Feature
    • Creating a Document Set Content Type
    • Adding a Document Set Content Type of a Library

    Lab : Document Sets

    • Configuring Document Sets Feature

    After completing this module, students will be able to:

    • Understand the advantage of using Document Sets.
    • How to activate the Document Set feature.
    • Create content types that inherit from the Document Set type.
    • Add custom columns to an inherited Document Set.
    • Modify the Welcome Page of a Document Set.
    • Add Document Sets to a library.

    Module 9: SharePoint Server Publishing Infrastructure

    • SharePoint’s publishing infrastructure provides an enhanced way to create and store information displayed through the site’s Web pages.
    • The publishing infrastructure is only available on the pay versions of SharePoint is can be enabled by activating features at both the site collection and site level.

    Lessons

    • Activating the SharePoint Server Publishing Infrastructure
    • Publishing Infrastructure Basics
    • Creating Pages with Page Layouts

    Lab : SharePoint Server Publishing Infrastructure

    • Activating Publishing Infrastructure
    • Creating Publishing Pages

    After completing this module, students will be able to:

    • Activate the site collection’s SharePoint Server Publishing Infrastructure feature.
    • Activate the site’s SharePoint Server Publishing Infrastructure feature.
    • Understand how the SharePoint Publishing Infrastructure works.
    • Create a page using publishing layouts.
    • Change the layout of a page.

    Module 10: Configuring and Consuming Site Search Results

    • SharePoint 2013 comes out-of-the-box with search capabilities, even the free Foundation version.
    • The main difference with SharePoint Foundation 2013 version of search is its limited in scalability, everything has to run on a single server.
    • Other than the scalability the Search services is internally the same for all versions of SharePoint 2013.

    Lessons

    • Search SharePoint for Content
    • SharePoint Search Center
    • Lab : Configuring and Consuming Site Search Results
    • Basic SharePoint Search
    • Advanced Search

    After completing this module, students will be able to:

    • Perform a basic search in SharePoint.
    • Add a Search Center.
    • Configure the site’s search box to use a Search Center.
    • Crawl Content.
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