Getting Started with SharePoint 2013

This module introduces SharePoint 2013 concepts to site collection and site administrators. Once administrators can explain basic terminology and how to navigate around SharePoint, they have a solid foundation for the rest of the course.

• • Lessons
    Exploring SharePoint 2013 Site Collection and Site Administrator Roles
    Defining SharePoint Terminology
    Navigating a SharePoint Site
    Interacting with the Ribbon
    Creating and Editing Basic Content

Planning a Company Portal Using SharePoint 2013

Governance in SharePoint plays a critical role in determining the potential success of a SharePoint deployment. When a greater emphasis is placed on governance, it gives organizations a better chance to succeed in the deployment and maintenance of SharePoint. Each organization must ensure that the proper policies and procedures are in place to keep SharePoint aligned with the overall business goals, even as business needs change. This module introduces the concept of governance and highlights best practices.

• • Lessons
    Defining SharePoint Governance
    Working with Information Architecture
    Implementing Site Hierarchies

Creating a Company Portal

The first major milestone, after planning the company portal, is executing and building the site structure. The site structure includes the components for storing and presenting information namely sites, lists and libraries and apps, which are new to SharePoint 2013. Because the site structure provides the framework for the entire portal, it is essential that site collection administrators have a firm grasp of creating sites, document libraries and lists, as well as managing navigation.

• • Lessons
    Creating a Site Structure
    Defining SharePoint Apps
    Customizing Lists and Libraries
    Explaining Views on Lists and Libraries
    Creating Views on Lists and Libraries
    Modifying Navigation

• • Lab : Creating a Structured Company Portal
    Creating a New Main Department Site
    Creating a New Child Department Site
    Create New Apps for Documents and Lists
    Modifying Columns on an Existing List
    Adding Columns to an Existing List or Library
    Working with Versioning and Content Approval
    Creating a Custom View
    Updating the Global Navigation
    Updating the Current Navigation

Creating Consistency across Sites

When setting up a SharePoint site collection, it will often involve repeating a certain number of tasks. Site collection administrators can reduce the effort of duplication by creating reusable objects in a central location by using the tools provided. When defining these in a single spot, site collection administrators can more efficiently manage their site collections as well as maintain consistency throughout the site.

• • Lessons
    Defining Site Columns
    Defining Content Types
    Implementing a Taxonomy
    Configuring the Content Organizer
    Using Templates to Promote Consistency

• • Lab : Creating Custom Columns and Content Types
    Creating a Content Type
    Applying Content Types to Libraries

• • Lab : Implementing a Taxonomy
    Designing a Taxonomy
    Adding Managed Metadata Columns

• • Lab : Configuring the Content Organizer
    Setting Column Default Values
    Configuring the Content Organizer

Securing a Company Portal

This module explains how permissions work within a site collection, and how the tools within SharePoint 2013 are used to manage and maintain them. It is crucial that SharePoint 2013 site collection and site administrators are able to create and manage permissions within SharePoint 2013.

• • Lessons
    Explaining Permissions and Security in SharePoint
    Creating SharePoint Groups
    Managing Permissions within SharePoint
    Sharing versus Traditional Security

• • Lab : Managing Permissions in SharePoint
    Viewing Permissions of SharePoint Objects
    Adding Users and Groups to SharePoint Objects
    Creating a New SharePoint Group with Custom Permissions
    Creating New SharePoint Objects with Unique Permissions

Customizing the Look of a Portal

This module explains how to design a company portal using out-of-the-box web parts and themes in SharePoint 2013.

• • Lessons
    Changing the Appearance of the Portal
    Editing a Page
    Working with Web Parts and App Parts
    Targeting Audiences with Content

• • Lab : Adding and Configuring Web Parts
    Creating the Content Type
    Applying the Content Type
    Creating a List Template
    Adding Content to a List
    Creating a Managed Property
    Adding the Content Search Web Part

• • Lab : Connecting Web Parts
    Creating a Project Site
    Creating an Issue Tracking List
    Updating the Home Page
    Testing the Home Page

• • Lab : Applying Themes to Your Company Portal
    Adjusting the Theme
    Changing the Logo

Extending a Company Portal

This module covers how companies can extend their SharePoint 2013 environment to include data from other line of business applications using SharePoint Designer 2013. It also explores how companies can leverage SharePoint for records management and eDiscovery.

• • Lessons
    Creating External Content Types
    Setting up an eDiscovery Center
    Exploring other Records Management Options

• • Lab : Accessing External Data
    Create the External Content Type
    Creating the Lists and Forms
    Testing the External List
    Working with Business Data Web Parts

• • Lab : Leveraging Records Management to Preserve Data
    Using a Records Center
    Using an eDiscovery Center

Leveraging Web Content Management

This module defines the process for using the publishing features of SharePoint 2013 to create rich content pages.

• • Lessons
    Enabling Web Content Management
    Managing the Structure of Web Content
    Navigating a Site Using Managed Metadata
    Configuring a Published Approval Workflow

• • Lab : Creating a Rich Publishing Site
    Creating a Web Content Management Site
    Creating a News Site
    Setting the Default Page Layout
    Configuring Image Renditions
    Creating News Pages

• • Lab : Configuring a Published Approval Process
    Adding a Publishing Approval Workflow
    Testing the Workflow

• • Lab : Implementing a Managed Navigation Site
    Enabling the Managed Metadata Navigation
    Creating Navigation Terms
    Creating Additional News Pages
    Controlling the Navigation and Page Structure

Bridging the Social Gap

An important advancement in SharePoint 2013 is the expansion of social computing features. Many organizations have challenges when working with internal talent management, also known as knowledge management. For example, an organization may need to find an individual with the specific skills and knowledge to assist in completing a task or project. SharePoint 2013 offers a viable platform to help organizations with talent or knowledge management.

• • Lessons
    Configuring Social Features in SharePoint 2013
    Creating a Community Site

• • Lab : Designing a Social Experience in SharePoint 2013
    Enabling Content Ratings
    Configuring RSS Feeds
    Enabling Social Features in My Profile

• • Lab : Creating a Community Site
    Creating the Community Site
    Configuring the Community Site
    Creating a Discussion
    Replying to a Discussion
    Managing a Discussion

Finding Information Using Search

It is often challenging for many organizations to find information quickly and easily. Users can use the search function within SharePoint 2013 to search across a variety of content sources including documents, people and line of business applications with little to no additional configuration. With a small amount of effort, however, organizations can create a robust search experience that is in alignment with their business needs. In this module, students will learn how to leverage search within SharePoint 2013 to help users more quickly find the information they need.

• • Lessons
    Exploring the Search Features of SharePoint 2013
    Configuring the Search Settings

• • Lab : Configuring an Advanced Search Center
    Connecting to a Search Center
    Creating a Managed Property
    Creating a Result Source
    Configuring the Search Center
    Updating the Refinement Panel
    Updating Search Navigation

Controlling and Planning for Growth

It is necessary to develop a formal governance plan and committee to maintain quality and consistency in SharePoint. Governance defines policies, procedures and guidelines for how SharePoint will be managed and outlines the roles, responsibilities and actions required to administer and support the SharePoint environment.

• • Lessons
    Reviewing Governance for Site Administration
    Discussing the Execution of Governance

Administering a Company Portal Built on SharePoint 2013

This module covers other tools and settings in SharePoint 2013. Site collection administrators or site administrators work as part of their day-to-day activities.

• • Lessons
    Exploring Settings for Site Collection Administrators
    Exploring Settings for Site Administrators