SharePoint 2016 Technologies Introduction
55254AC (Class Pack)
Course Duration: 4 Days
About This Course
Microsoft SharePoint 2016 provides a business collaboration platform that streamlines document management, simplifies access to information, and provides the ability to deploy solutions quickly and securely. In this SharePoint training for beginners course, you gain a comprehensive overview of the SharePoint 2016 on-premise and SharePoint online platform, and learn to create, manage, and customize SharePoint 2016 to the requirements of your organization.
This course is intended for attendees new to Sharepoint or those hoping to learn the new features in SharePoint 2016
At Course Completion
Apply best practice techniques to organize enterprise content and documents with list and library apps.
Create and manage SharePoint sites for departments, projects, and content management.
Learn to properly and efficiently manage site security.
Add and edit SharePoint pages and leverage the power of web parts.
Automate business processes with workflows.
Integrate Microsoft Office with your SharePoint sites.
- Working knowledge of Microsoft Windows, Office, and the web.
Module 1: What is SharePoint
This module explains SharePoints’ new features and introduces the course Case Study. Using the course case study, you will be assigned a country for whom you will build a customized team site and a subsite to store your countries’ information. You will get an overview of SharePoint 2016 and also see the completed SharePoint site you will work on throughout the course.
An Overview of SharePoint 2016
What’s New in SharePoint 2016
Using SharePoint 2016
Lab 1: Managing Information and Collaboration via SharePoint
Opening the Solution Site
Review the functionality of SharePoint 2016.
Discover new features.
Identify business use cases.
Module 2: Creating SharePoint Websites
This module explains how to adequately plan your SharePoint architecture. Base terminology, such as site collections, top level sites, subsites, and site templates will be explained. You will complete labs to create multiple subsites from templates and establish the foundation for which future exercises will be developed. Upon creation of sites, you will learn how to approach common SharePoint administration tasks and complete labs to make adjustments to your site’s look and feel, navigation, and features.
SharePoint Site Architecture
SharePoint Site Examples
Site Templates Defined
Customizing SharePoint Sites
Site/Site Collection Administration
Lab 1: Creating Subsites
Navigating to your country’s top-level site
Adding a document to the library app in your country site
Creating a General Information subsite for your country
Creating a project site for your country
Working with the project site
Creating a department blog site
Working with the blog site
Writing a blog post with Word
Managing posts in your blog
Lab 2: Customizing SharePoint Sites
Navigating to your top-level site
Changing the site logo
Changing the look and feel of your site
Modifying the top link bar
Modifying the Quick Launch
Enabling Publishing Features
Creating a Publishing Site
Lab 3: Site Collection Administration
Using the Recycle Bin
Creating and applying a document policy
Identify SharePoint site structure.
Define site collections and subsites.
Use site templates.
Create SharePoint subsites.
Work with the site recycle bin and the site collection recycle bin.
Change the look of your site.
Review document deletion policies.
View popularity trend reports.
Module 3: Managing SharePoint Security
This module explains how to share a SharePoint site and approach common security/permissions scenarios. Basic permission terminology is covered with a focus on inheritance and how/when to stop inheriting permissions at a subsite, list/library, folder, or individual item/file. Users will request permission from other sites and respond to access requests made by others. Best practice security management techniques will also be discussed. Users will explore sharing files in SharePoint Online by sharing a file externally using a personal (non-SharePoint) email address.
Sharing Your Site
Lab 1: Adding Users and Setting Site Permissions
Add members to a group
Allowing users to request permission
Lab 2: Updating Site Objects Permissions
Granting permissions to a user directly
Grant access to sites and content.
Use SharePoint groups to simplify security management tasks.
Request access to a SharePoint site.
Review permission levels.
Review authentication providers.
Examine permissions best practices.
Share a SharePoint Online site.
Module 4: Managing Content
This module explains how to work with SharePoint list apps to manage content in SharePoint. Users will learn that all content and many of the backend configuration options in SharePoint are managed via SharePoint lists. Commonly used apps including the task list and calendar app will be used, showing the practical project management functionality offered in project site templates. Users will create alerts to receive email notification of changes to files. Additional app templates will be leveraged including a contact list, a promoted links list, a picture library, a survey, and importing a list structure from a Microsoft Excel table. SharePoint Online will be investigaged, particularly third-party apps available in the app store.
SharePoint Content Management
Task List App
Calendar List App
Adding List Apps
Lab 1: Working With Lists
Creating a document migration project plan
Creating major and minor tasks
Working with the project plan
Creating a calendar entry for the SharePoint document management system launch
Adding a roll up calendar for the tasks list
Lab 2: Creating Apps
Adding a contact list to the site
Adding a Promoted Links list to the site
Adding a picture library app to the site
Adding a survey list to the site
Create an MSC Sales list from a spreadsheet
Create a Lookup column
Use SharePoint features for content management.
Review SharePoint out-of-the-box list app templates.
Leverage a task list for lightweight project management.
Use a calendar list for managing events.
Create a promoted links list for enhanced navigation.
Set alerts for notification of changes to list items.
Module 5: Managing Documents
This module explains how to manage documents in a SharePoint site. You will learn multiple methods to upload files to a SharePoint site. Best practice file organization techniques will be discussed utilizing metadata for file management rather than folders. You will create views to harness the power of your metadata as well as configure settings in your library for major/minor versions, check-out/check-in behavior, and content approval. You will also sync the files in a SharePoint document library to your local computer using OneDrive for Business. A comparison will be made between managing information in SharePoint on-premises and SharePoint Online.
Document Libraries Defined
Adding Content to Library Apps
Document Content Management
Working Offline: OneDrive
Advanced App Management
Lab 1: Migrating Content to Document Libraries
Uploading to a document library using drag and drop
Uploading a single document to a document library
Adding a document from Word
Creating a shortcut to a library
Lab 2: Identifying Content With Metadata
Examining the existing folder structure
Organizing files with columns
Updating the library contents with metadata
Adding more documents to the library
Lab 3: Creating Views
Creating a grouped view
Creating a filtered view
Adding a view link to the Quick Launch
Lab 4: Document Management
Enabling version control and content approval in a document library
Checking out and editing a document stored in another department’s SharePoint site
Approving the changes made by another team to a document in your document library
Viewing version history and restoring a previous version
Lab 5: Library Configuration
Adding a new library app
Adding columns to the New Hire Candidates library
Adding documents to the New Hire Candidates library and setting metadata
Adding a calculated column
Changing the title of a library
Removing the ability to create folders
Adding list validation
Add documents to a library app.
Move documents from a folder to a library app.
Add metadata to identify files.
Create views to sort, filter, and organize files.
Work offline and synchronize changes back to a library.
Enable content management features.
Create a library in a site.
Update library settings.
Work with documents in SharePoint Online.
Module 6: Advanced SharePoint: Enterprise Features
This module explains how to leverage powerful enterprise building blocks in SharePoint to build larger enterprise solutions with reduced effort. Site columns and content types will be leveraged to provide consistent metadata tagging and templates for regularly used content. New columns, such as Managed Metadata for referencing a hierarchical taxonomy and External Columns for deriving values from an external data source will be used. Search use and configuration will be covered, as well as Enterprise Social techniques for using a SharePoint MySite to foster collaboration among team members. Finally, the Delve experience with MySites in SharePoint Online will be compared to the MySites in SharePoint on-premises.
Applying Content Types
Enterprise Document Management
Lab 1: Content Types
Adding a site column to a document library
Adding a new presentation library with PowerPoint default
Defining site columns
Creating a new content type
Adding site columns to the content type
Adding a document template to the content type
Adding content types to a document library
Working with the new content type in the library
Lab 2: Managed Metadata
Adding a managed metadata column to the document library
Using the managed metadata column in the document library
Creating a managed metadata group
Lab 3: External Lists
Creating an external list
Creating an alternate view of the Customers list
Using the external list as a column reference in the presentation library
Lab 4: Search
Experimenting with different search syntax
Enterprise Search Template
Lab 5: Leveraging SharePoint Social Features
Creating an external list
Follow colleagues and sites
Contribute to a Newsfeed
Use the OneDrive for Business in your My Site
Create reusable site columns
Build content types
Add content types to libraries
Add document templates to libraries
Work with managed metadata
Discover content with Search
Create external lists
Module 7: Customizing Pages
This module explains how to use web part pages and wiki pages to add and customize additional information in SharePoint. You will make basic updates to content on your home page, as well as create additional pages to hold other content. A review of the large number of web parts will be provided and you will add web parts to your page to display information from your lists and libraries. Methods of content roll-ups will be explored using the content by query web part and the content search web part. Lastly, comparisons will be made between editing pages in collaboration sites vs. publishing sites.
Lab 1: Editing and Adding Site Pages
Removing “Getting started”
Updating your home page
Adding a Wiki page to your site
Lab 2: Adding Web Parts to Pages
Editing web parts
Displaying a Google map on a page with Embed Script
Lab 3: SharePoint Features and Content Rollup
Rolling up content with the Content Search Web part for our site collection
Examine page types.
Add and customize Web Parts.
Added Rollup content for site collections.
Module 8: Managing Business Processes With Workflow
This module explains the fundamentals of process in automation in SharePoint with workflows. Starting with out-of-the-box workflows and graduating to SharePoint Designer workflows, you will learn how to develop multiple types of multi-participant approval workflows to eliminate ad-hoc processes and streamline your operations. Lastly, recent products including Microsoft PowerApps and Microsoft Flow, that possibly represent the future of workflow in SharePoint Online will be examined.
Using a Workflow
Creating a Custom Workflow
Lab 1: Automating Business Processes With Workflows
Enabling out-of-the-box (OOTB) workflows
Adding the approval workflow to the HR Policies library
Testing the workflow
Lab 2: Designing a Custom Workflow
Connecting to SharePoint Designer
Testing adding a USA Presentation
Review out-of-the-box workflows.
Associate a workflow to a list.
Execute the workflow.
Create a custom workflow with SharePoint Designer.
Use actions and conditions in a workflow.
Module 9: Microsoft Office Integration
This module explains the many different ways that SharePoint is integrated with Microsoft Office. You will review how to connect a variety of lists and library apps to Microsoft Outlook and work with fellow attendees to simultaneously edit content in a Microsoft Word document. Lastly, different methods of utilizing Microsoft Excel to connect to SharePoint will be reviewed.
Microsoft Office and SharePoint Integration
Lab 1: Leveraging Outlook With SharePoint
Connecting SharePoint contacts to Outlook
Connecting SharePoint Calendar events to Outlook
Lab 2: Using Excel Web Access Web Parts
Adding an Excel Web Access web part to a page in SharePoint Online
Use Office and SharePoint integration features.
Connect site calendars, contacts, and document libraries to Outlook.
Use Excel spreadsheets in SharePoint.
Use Excel in a browser.