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    SharePoint End User 2019

    Overview

    This SharePoint 2019 End User class is for end users and site owners/managers new to working in a SharePoint 2019 environment. The course teaches SharePoint basics such as working with lists and libraries, basic page customization, working with forms and managing site permissions and users.

    Duration

    03 days

    Objectives
    Learners should start this course already having the following skills:
    • Learn to navigate a SharePoint 2019 Team Site.
    • Learn to create SharePoint lists.
    • Learn to customize SharePoint lists.
    • Learn to create SharePoint libraries.
    • Learn to manage library document versions.
    • Learn to create SharePoint lists and library views.
    • Learn to create sub sites using various SharePoint templates
    • Learn to create and edit Web page content.
    • Learn to create InfoPath Forms and Form libraries.
    • Learn to create Site columns and content types.       
    • Learn to integrate Office applications with SharePoint 2019.
    • Learn to manage basic permissions of SharePoint 2019 resources
    Intended Audience

    This course is intended for students who want to learn SharePoint.

    Job role: Developer

    Features: none

    Prerequisites
    • None
    Course Outline

    Lab: Initialize your tenant - users and groups

    • Set up your Microsoft 365 tenant
    • Manage users and groups

    Module 1: SharePoint 2019 Introduction

    SharePoint is a collaboration tool at its heart. Its primary goal is to make it easy for users to find and share information, and there are many features built into SharePoint to facilitate this. SharePoint's library system feature can provide a superior alternative to the traditional file server. SharePoint lists can be an easy-to-design and easy-to-use alternative to sharing spreadsheet files or more formal database tables. Both lists and libraries can be customized and extended to provide enhanced appearances and functionality, such as calendars and blogs, to name a couple. All of this collaboration can be done through a browser interface and in some cases through integration with Microsoft Office applications.

    Lessons

    • SharePoint Versions
    • Team Site Layout and Navigation
    • Layout
    • Navigation

    Lab : Exercise

    • Team Site Navigation
    After completing this module, students will be able to:
    • Understand the versions of SharePoint.
    • Understand SharePoint site hierarchy.
    • Understand Team Site layout.
    • Understand navigation within a team site

    Module 2: SharePoint List Basics

    Lists are a fundamental building block in SharePoint that provides a way for users to store and view data. SharePoint comes "out of the box" with many predefined list templates that are easy to use. Lists can be further customized by adding columns to store just about any type of information. Additionally, list columns can be validated as well as linked between other lists. Lists are a very flexible and powerful tool in SharePoint.

    Lessons

    • Creating Apps Using List Templates
    • Creating Lists
    • Creating Lists Using List Templates
    • List Columns
    • Creating List Columns
    • Column Validation
    • Validating a List Column

    Lab: Exercises

    • Working with Team Site Lists
    • Create Custom Lists and Columns
    After completing this module, students will be able to:
    • Understand List Templates.
    • Work with default lists in a Team Site.
    • Create a new list from a List Template.
    • Create a custom list.
    • Add columns to a list.
    • Control and validate input into list fields.

    Module 3:  Library Basics

    SharePoint Libraries share the same characteristics as SharePoint lists such as columns, views, and validation to name a few. What distinguishes SharePoint libraries is that each item in a library has a underlying document. So in addition to the data stored in library columns, the document stores its own data based on the type of document. Because of the extra data that can be stored in columns that can be used to filter and search by and features such as versioning, libraries are considered a great replacement for the more traditional file server system. Libraries are, like lists, a fundamental building block in a SharePoint site.

    Lessons

    • Library Templates
    • Creating Libraries
    • Creating a Document Library and Adding Columns
    • Creating an Asset Library
    • Managing Documents and Versioning
    • Checking Out Documents
    • Deleting and Restoring Documents
    • Versioning

    Lab: Exercises

    • Working with Team Site Libraries
    • Creating Libraries
    • Document Versioning
    After completing this module, students will be able to:
    • Create new libraries using library templates
    • Add columns to a library
    • Check out documents for editing.
    • Delete and restore documents from document libraries.
    • Enable versioning on a library.
    • Revert a library document to an earlier version

    Module 4: Working with Lists and Library Views

    Views provide a flexible system to display SharePoint list and library data in an easy-to-read and easy-to-use manner. Every SharePoint list and library can have multiple views created and configured, and some list and library templates come with special views preconfigured. Views can be defined for personal use or shared use.

    Lessons

    • Default Views
    • Explore Default Views
    • Custom Views
    • How to Create a Custom View

    Lab: Exercises

    • Working with Views
    • Creating Public and Personal Views
    After completing this module, students will be able to:
    • Use default views built into lists and libraries.
    • Create shared views.
    • Configure views.
    • Set the default view for a list or library

    Module 5: Working with Sites

    All SharePoint content is accessed through a site. A SharePoint site is the container for lists and libraries and provides a starting point for basic administration. The content, lists, libraries, and basic look and feel of a site is initially determined by the Site Template used to create the site.

    Lessons

    • Site Templates
    • Creating Sites
    • Creating a Team Site
    • Site Navigation
    • Managing Site Navigation

    Lab: Exercises

    • Creating Team Sites
    • Creating a Meeting Workspace
    • Creating a Blog Site
    After completing this module, students will be able to:
    • Understand what Site Templates are.
    • Understand the different types of Site Templates that come "out of the box" with different versions.
    • Create a new site using Site Templates.
    • Create a Project Site.
    • Create a Team site.
    • Create a Community Site
    • Create a Blog site.
    • Manage the sites listed in the Top Link Bar

    Module 6: Page Content

    SharePoint offers a couple of ways to add content to the pages in a site. The latest technique and the one implemented by the Team Site template is through site style pages. Another method that has been part of SharePoint in past is the use of Wiki and Web Part pages. The Wiki and Web Part techniques are similar in the output that can be created, and both share the ability to add Web Parts (an instance of an app with a view) to them.

    Lessons

    • Wiki Library Page
    • Editing the Team SIte Home Page
    • Web Part Pages
    • Creating a Web Part Page
    • Working with Web Parts
    • Adding Web Parts to Pages

    Lab: Exercises

    • Working with Wiki Pages
    • Working with Web Part Pages and Web Parts
    After completing this module, students will be able to:
    • Understand what site pages are.
    • Understand what wiki pages are.
    • Understand what Web Parts are.
    • Add content to the Site Home page.
    • Create a wiki page library
    • Add Web Parts.
    • Manage Web Parts.

    Module 7: Forms Library

    A SharePoint Forms library is a special library designed to store Microsoft InfoPath form documents. Microsoft InfoPath comes with a designer tool for graphically creating forms with a wide assortment of fields and controls. The InfoPath Designer can then be used to publish the forms you design to SharePoint rendering them as web page templates for Forms libraries. At the time of this writing Microsoft had stated that InfoPath would be retired. For SharePoint 2019 they left support for the tool in but there is not a 2019 version of the client tools. This means you can still use it in SharePoint 2019 but to create custom forms you use the InfoPath 2013 Designer tool. It is possible that future version of SharePoint will not support InfoPath forms at all. For this reason coverage of this chapter is optional for this course.

    Lessons

    • Creating a Forms Library
    • Creating InfoPath Forms
    • Create a Form with Microsoft InfoPath Designer
    • Publishing InfoPath Forms to SharePoint
    • Publish Custom InfoPath Form

    Lab: Exercises

    • Creating and Publishing InfoPath Forms
    After completing this module, students will be able to:
    • Understand what a Form Library is.
    • Create a Form Library.
    • Use InfoPath Designer to design a basic form template.
    • Publish an InfoPath Designer form template to a Form Library
    • Designate for templates fields as library columns.
    • Create instances of documents in a Form Library

    Module 8: Site Columns and Content Types

    One method of customizing SharePoint, in a way that can be reused throughout the site or site collection or even the whole farm, is to create Site Columns and Content Types. Site columns are the simplest element; they are essentially the same as list and library columns except that you create them at the site level and then they can be used throughout that site and any child site. Content Types are a combination of Site Columns as well as additional settings and information such as document templates and workflows. Content Types, once created, can then be linked to lists and libraries..

    Lessons

    • Site Column Gallery
    • Explore the Site Column Gallery
    • Creating Site Columns
    • Create a Custom Site Column
    • Add a Site Column to a List
    • Site Content Type Gallery
    • Explore the Site Content Types Gallery
    • Creating Content Types
    • How to Create and Use Content Types

    Lab: Exercises

    • Creating and Working with Content Types
    • Adding a Content Type to a Library
    After completing this module, students will be able to:
    • Understand Site Columns.
    • Understand Content Types.
    • Create Site Columns.
    • Create Content Types.
    • Create a document template for a Content Type.
    • Assign a Content Type to a list or library.
    • Create new items based on a custom Content Type.

    Module 9: Office Integration

    One of the nice features of SharePoint is its ability to integrate with Microsoft Office applications. Just about every Office application offers some level of integration with SharePoint whether it be simple, such as using an Excel spreadsheet to create a new list, or more full featured, such as Outlook integration. Some integration features enhance what is available online through a browser, while others allow access to SharePoint content offline such as a mobile computer environment. This lesson will use a series of walk-throughs and exercises to show how each Office application can integrate with SharePoint.

    Note that this chapter explores integration with Office locally installed on the machine connecting to SharePoint. Office Online Server is a browser-based version of Office that allows you to create and modify Office documents. With SharePoint 2019, Office Online Server can be integrated and is considered an essential piece for many SharePoint installations. That being said, since it is a separate product from SharePoint it is not covered as part of this course.

    Lessons

    • Excel Integration
    • Import Excel Spreadsheet to List
    • Export List Data to Excel
    • Outlook Integration
    • Create an Alert
    • Suscribe to a List's RSS Feed
    • Connect to Outlook
    • Access Integration
    • Open a list with Access
    After completing this module, students will be able to:
    • Create a list from an Excel Spreadsheet.
    • Create an alert in Outlook

    Module 10: Managing SharePoint Site Permissions

    Permissions on a SharePoint site are assigned when a site is created. The default is that permissions assigned to the root of a site collection are inherited by child sites. At any time, permissions inheritance can be turned off at a site, list, library, or even at the item level in a list or library. The permissions themselves can be assigned to either SharePoint groups, individual users, or groups created outside of SharePoint such as Windows groups.

    Lessons

    • SharePoint Groups
    • Assigning Permissions
    • Permission Levels
    • Permission Inheritance

    Lab: Exercises

    • Working with SharePoint Permissions
    After completing this module, students will be able to:
    • Understand SharePoint groups.
    • Create SharePoint groups.
    • Assign permission in SharePoint.
    • View permission levels.
    • Manage permission inheritance at the site level.
    • Manage permission inheritance at the list or library level.

    Module 11: Participating in User Communities

    SharePoint offers users a place for social collaboration in the form of personal sites. The experience and functionality is very similar to popular social media sites such as Facebook and LinkedIn. The main difference being that it is controlled by the SharePoint Farm and exposure is typically limited to internal networks.

    Lessons

    • Configure User Profiles and My Sites
    • Newsfeeds
    • People Newsfeeds
    • Document Newsfeed
    • Sites Newsfeed
    • Tags Newsfeed
    • Managing Personal Sites

    Lab: Exercises

    • Managing and Viewing Personal Information and Content
    After completing this module, students will be able to:
    • Edit a personal profile

    SharePoint 2019 Power User

    Overview

    This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites. Your goal is to learn how to make SharePoint relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues. During the class you will also learn best practices and ‘what not to do’ as you watch live, interactive demonstrations and put theory into practice with hands on exercises.

    Duration

    04 days

    Objectives
    • Understand the benefits of using SharePoint in real world scenarios
    • Create new SharePoint sites to store business information
    • Create pages to share news and documents
    • Customise the structure of a site to meet specific business requirements
    • Create and mange view, columns and apps
    • Manage the security of a site
    • Use social tools to communicate with groups of people or the entrie organization
    • Use search to find business information including people to documents
    Intended Audience

    This course is intended for both novice and experienced SharePoint users who wish to make full use of SharePoint 2019

    Job roleDeveloper

    Features: none

    Prerequisites
    • No previous experience is required
    Course Outline

    Module 1: An Introduction to SharePoint 2019

    Let’s get started with SharePoint 2019 by letting you know about its fantastic selection of features. We will demonstrate popular uses of SharePoint 2019 to manage and share content, create engaging web page, automate business processes and work in real time with co-authoring. We will also discuss 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 2019 has to offer an end user.

    Lessons

    • What is SharePoint?
    • Centrally Manage
    • Web Pages
    • Team Work
    • Search
    • Social Experience
    • Automate and Capture
    • Office Integration
    • Ownership and Access
    • Who Might be a Good Site Owner?
    • Other Unique Roles
    • Site Collection Administrator
    • Farm Administrator

    Lab: Introduction to SharePoint 2019

    • Navigating SharePoint
    • Using your app launcher
    • Uploading to OneDrive
    • Updating your MySite Profile
    After completing this module, students will be able to:
    • Describe popular reasons to use SharePoint 2019
    • Understand user roles in SharePoint 2019
    • Navigate SharePoint 2019
    • Manage your OneDrive and MySite

    Module 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. This will allow you to understand existing sites that other people have created as well as making good decisions when building new sites. As a site owner, you will be presented with a selection of site templates. You will use a variety of popular site templates to develop an enhanced understanding of each sites function and appropriate use. Once your site is ready, we will then change the look and feel of your site. You can even try applying your business brand to your site. We will also build our navigation bar, a simple but powerful way to help users move between websites

    Lessons

    • Planning your sites
    • The Farm, Site Collections and Subsites Explained
    • Hybrid Configuration
    • Web Addresses
    • Site Collections Explained
    • Why Create Subsutes?
    • Creating a Site Collection: Classic and Modern
    • Requesting a New Site
    • Navigating your Team Site
    • User Interface: Classic vs Modern
    • Where does Classic come from?
    • Creating Subsites
    • Site Templates
    • Apply a new Theme
    • Building your Navigation
    • Deleting Sites

    Lab: Creating Sites

    • Create two sub sites
    • Delete a sub site
    • Restore a site
    • Update the navigation
    After completing this module, students will be able to:
    • Understand the benefits of using site templates when creating new sites
    • Correctly use Site Collections and Sites
    • Control site navigation
    • Delete and Restore sites

    Module 3:  Creating and Managing Web Pages

    SharePoint boasts a rich selection of ways to build web pages. You will learn how to update the home page of your SharePoint site with text, links, images, videos and web parts. We will also show you 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. 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 and communication sites.

    Lessons

    • An Introduction to Web Pages
    • Types of Web Page
    • Add a Site or News Page
    • Sections
    • Web Parts
    • Page Details
    • Save, Publish, Promote and Delete Pages
    • Communication Sites
    • Classic Team Site Pages
    • Add & Modify Wiki Page Content
    • Adding Rich Content
    • App Parts and Web Parts
    • Page Management
    • Delete a Page
    • Web Part Pages
    • Publishing Sites
    • Create Pages
    • Page Layouts
    • Renditions
    • Reusable Content
    • Finalizing a Publishing Page
    • Scheduling a Publishing Page
    • Publishing Approval

    Lab: Create and Manage Web Pages

    • Tidy up the Training home page
    • Add rich content
    • Create a new page
    • Optional - Create a Communication site
    After completing this module, students will be able to:
    • Know when to create pages
    • Create all types of pages
    • Add content to a page including images and videos
    • Use publishing page content such as renditions and reuable content

    Module 4: Working with Apps

    Apps are required to store information such as events, contacts and files in a site. SharePoint provides a selection of apps for different scenarios, all with the option to be customised for a specific business requirement. Apps can be broken down into Lists, Libraries and Market Place Apps. SharePoint lists serve as the structure for calendars, discussion boards, contacts, and tasks. This module explains the concept of lists, and then reviews popular options. A document library is a location on a site where you can create, collect, update, and share files including Word, Excel, PowerPoint and PDF. We will show you the benefits of using a library and teach you how best to work with files in a library. An introduction to on premises and SharePoint Marketplace apps is provided to show how to extend site functionality beyond what Microsoft has provided in the SharePoint 2019 platform.

    Lessons

    • An Introduction to Apps
    • An Introduction to Libraries
    • An Introduction to Lists
    • On-Premises and Marketplace Apps
    • Adding Apps to a Site
    • Creating and Managing Columns
    • Public and Personal Views
    • Managing App Settings
    • Content Approval
    • Major and Minor Versioning
    • Document Sets
    • Uploading Files to a Library
    • Create and Edit Files
    • File Templates
    • Co-Authoring
    • Check Out - In
    • File Properties, Sort, Filter and Details
    • Quick Edit View
    • File Commands
    • Copy Link and Share
    • Folders
    • The Recycle Bin
    • Tracking Content
    • OneDrive Sync
    • Working with Classic Lists

    Lab: Working with Apps

    • Creating a new library
    • Setting up columns and views
    • Uploading content
    • Setting up alerts and using versioning
    • Creating a list
    • Deleting and restoring an app
    After completing this module, students will be able to:
    • Understand the App template available in SharePoint 2019
    • Create new apps to store business information
    • Customize apps with Columns, Views and App settings to make them relevant to specific business
    • Use SharePoint Apps with other Office applications including Excel and Outlook
    • Sort and Filter documents

    Module 5: Building processes with Workflow

    Workflows are a powerful efficiency tool which can be used to organise and track process driven tasks including approval processes. Workflows will be demonstrated using real world examples. You will be given the opportunity to build workflows and review workflow progress.

    Lessons

    • An Introduction to Workflows
    • Adding Workflows
    • Workflow Scenarios
    • Removing Workflows
    • Creating Workflows
    • Third Party Workflow Tools
    • Configuring Workflow Settings

    Lab: Create and Run Workflows

    • Enable the workflow feature
    • Create a library for procedures
    • Add a new publishing workflow
    • Test the workflow
    After completing this module, students will be able to:
    • Understand how to create a new approval flow
    • Understand how to create a new powerapp
    • Understand and instating a business process

    Module 6: Customizing Security

    Security is an important element of any site. You will see instructor-led demonstrations of the best practices for adding and removing colleagues from your site and defining their level of access. As a site owner, you can customize permission levels. This means that you can create levels of access that are aligned with the responsibilities of your sites users. An example of this would be allowing a group of users the ability to upload content but not delete content. You will also see how to use the Share button to quickly share documents with other users.

    Lessons

    • SharePoint Roles
    • Managing Access to SharePoint
    • Setup Access Requests
    • Sharing a Site
    • Sharing Files
    • Removing a User
    • Customizing SharePoint Security
    • Create Permission Levels
    • Creating a SharePoint Security Group
    • Managing Inheritance

    Lab: Customizing Security

    • Share Content in a library
    • Create new permission levels
    • Create a new security group
    • Add and remove users
    • Modifying inheritance of sites/apps
    After completing this module, students will be able to:
    • Understand how to share content ina library and associated permissions
    • Understand how to create new permission levels and security groups
    • Understand how to add and remove users

    Module 7: Working with Search

    SharePoint provides the ability to store vast amounts of content in a variety of locations. This module covers a set of tools which help you to efficiently locate the information you need. While SharePoint’s search is rich and intelligent, site owners can make customisations to search to improve its relevance to an organisation. We will show common techniques used by site owners to improve search results by promoting specific content when a certain keyword is used.

    Lessons

    • Profiles
    • An Introduction to SharePoint Search
    • Search Apps, Document Sets and Folders
    • Local Site Search
    • Search Results
    • Search Tips
    • Promoted Results

    Lab: Searching in SharePoint

    • Search for content in your library
    • Find content from your site
    • Search across all sites
    • Optional - Create a promoted result
    After completing this module, students will be able to:
    • Describe the key features of search
    • Use search to find content including people, sites and videos
    • Use search web parts to roll up content from multiple locations

    Module 8: Enterprise Content Management

    Traditionally teams make use of file templates or manual processes to ensure information is collected and retained correctly. This may be a choice your team makes or a decision that is more universal across your organisation. In this module, we will help your team establish reusable file templates and automate document lifecycle management. An example of this would be removing old unwanted content from your site automatically. To achieve this, you will learn about a variety of SharePoint features including managed metadata, content types, policies, in-place records management and the content organizer.

    Lessons

    • Managed metadata service
    • Information management policies
    • An introduction to content types
    • The records center
    • Create and manage content type
    • In-place records management
    • Deploy content types
    • The content organizer
    • Using content types in apps
    • Durable links
    • The content type hub

    Lab: Designing an Information Architecture

    • Create site columns
    • Design a Content Type
    • Deploy a Content Type
    • Setup In Place Records Management
    After completing this module, students will be able to:
    • Describe the benefits of using SharePoint social tools
    • Create social content including blog posts, discussions and newsfeed posts