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SharePoint Site Owner and Power User Boot Camp

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$1,695 USD

Course Code SP-2013-BC

Duration 3 days

Available Formats Classroom, Virtual

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May 13, 2024 - May 15, 2024 (3 days)

Language	Time
Virtual
English	12:00 PM – 8:00 PM EDT
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Virtual \| 12:00 PM – 8:00 PM EDT Virtual \| 12:00 PM – 8:00 PM EDT

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Jun 12, 2024 - Jun 14, 2024 (3 days)

Language	Time
Virtual
English	8:30 AM – 4:30 PM EDT
Select delivery method/location (1 options)
Virtual \| 8:30 AM – 4:30 PM EDT Virtual \| 8:30 AM – 4:30 PM EDT

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Jul 17, 2024 - Jul 19, 2024 (3 days)

Language	Time
Virtual
English	9:00 AM – 5:00 PM EDT
Select delivery method/location (1 options)
Virtual \| 9:00 AM – 5:00 PM EDT Virtual \| 9:00 AM – 5:00 PM EDT

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Learn how to tie the value of SharePoint to your corporate vision. Users that have some basic knowledge of navigating a SharePoint site will find this SharePoint training course the perfect class for learning and building on advanced SharePoint topics required by teams that want to get the full benefit of the powerful tools available in SharePoint. The class begins by teaching the student the first things they need to know about SharePoint. The student will learn what SharePoint is, how companies are using SharePoint, the business value of SharePoint, and a full understanding of using a SharePoint Site to realize the full scope of SharePoint tools to improve how the business communicates. Students will walk away knowing how to use the out-of-the-box Apps in SharePoint including Lists and Libraries and the advanced features available for information classification and management. The importance of the social features for making data more findable will be explored. How search is affected by user interaction via Tagging and Following will be explained clearly to you. Students will learn how Search is used to find information. This class teaches a great deal of “What You Don’t Know That You Don’t Know”.

This SharePoint course is designed for SharePoint 2013, SharePoint 2016, SharePoint 2019, and SharePoint Online users. Labs are conducted in SharePoint 2019

Skills Gained

Use Lists to create, edit and delete team information such as Tasks and Calendars
Use Views to create reports to find the information you are looking for
Architect Libraries to work on documents with your team more efficiently and how to manage information lifecycle with version control
Classify and categorize your documents
Use Tagging and Following to make information more findable.
Use the Newsfeed to brainstorm, discuss and ideate with your team members
Become a member of a Community and how to bring value to your team by driving engagement
Create rich and informative Team Site portals by creating pages and utilizing the SharePoint Web Parts

Who Can Benefit

The target audience for this class includes users tasked with driving SharePoint from the day-to-day creation and management of information to driving user adoption and engagement. This class is targeted to users as opposed to administrators.

Site Owner
Content Editor
Information Manager
Site Administrator, Site Collection Administrator
Project Manager
Team Supervisor
Librarian
Any End User who needs a deeper dive into SharePoint

Course Details

Part 1: Introduction to SharePoint

1. What is SharePoint?

What is “This” SharePoint Everyone is Talking About?
Evolution of SharePoint – Where Did It Come From?
Business Case for SharePoint
SharePoint as a Tool in Support of Your Enterprise Vision
Driving SharePoint From the Top Down
Using SharePoint to Enable Team Collaboration and Drive Engagement
Understanding and Defining SharePoint Roles

2. The Five Pillars of SharePoint – Breaking Down What SharePoint Can Do For You

Share
Organize
Discover
Build
Manage

Part 2: SharePoint Architecture for the Users

Web Application
Site Collection
Sites With Common Tools and Features
Top-Level Site
Site
Site Components
Child Sites
Lists
Libraries
Pages
Look and Feel
Navigation

Part 3: Navigating SharePoint Sites

1. Tour of a Project Site 2. Site Components

Suite Bar
Top Link Navigation
Quick Launch
Tabs and Ribbons
Share, Follow, Sync, Edit, Focus on Content
Settings (Site Actions)
Site Contents
Recycle Bin
Site Content Area
Understanding URL’s and How to Use Them to Navigate
IE Favorites
Newsfeed
List and Library Examples

Part 4: Working With Sites

Definition of a Site – Why Do We Create New Sites?
Site Components Revisited
Site Templates Explained
Site Settings and Features
Creating Sites
Initial Settings: Title, URL, Template and default Permissions, and Navigation
Default Layout Based on Template Selection
Editing Navigation: Top Link Bar and Quick Launch
Site Settings
Tree View
LAB: Creating a Site Structure – Training Center Example
Create a Site Collection Top Level Site
Default Groups and Permissions
Settings and Features
Create a Child Site – SharePoint Training
Simple site branding: Title, Logo, Composed Looks
Navigation

Part 5: SharePoint Lists

What are Lists
Using Lists to Manage Business Processes
List Architecture
Content Types – Items
Metadata
Importance of Metadata – Never Too Much!
Columns/Fields Types
Views
Available List Apps
Creating Apps Using List Templates
Creating Common Lists From Templates
Building a Custom List
Importing From Excel
Exploring the List Toolbars
Working With List Data
Creating, Modifying, and Deleting Items
Using the Different View Formats for Working With Items
Using Basic Reporting Functions: Sort and Filter
Working With the Tasks List App
Parent/Child Tasks
Using the Timeline
Using the Different Views
Advanced List Topics
Validating a List Column
Advanced Settings
Deleting Lists
Saving as a Template
Enterprise Keywords
Using Alerts
Working With Views
Exploring existing Views
Creating a New View
Class Activity: Architecting a “Class Roster”
Explain Business Requirements
Architect the List
Metadata Requirements
View/Report requirements
Build the List
Students Interact With List
Create View
Test View
LAB: Working With Lists in the SharePoint Training Site
Create Lists in the SharePoint Training Site
“Training” Tasks
“Training” Calendar
“Instructor Availability” Calendar
Custom “Classes” List

Part 6: SharePoint Libraries

What are Libraries?
Using Libraries to Manage Document Information Lifecycle in the Enterprise
Library Architecture
Content Types – Documents
Metadata
Importance of Metadata
Folders vs Metadata
Columns/Fields Types
Views
Available Library Apps
Creating Apps using Library Templates
Creating a Document Library
Creating a Picture Library
Exploring the Library Toolbars
Working With Documents
Adding Content to a Document Library With No Required Metadata
New Document
Saving Documents from Office
Drag-and-Drop
Upload Document
Windows Explorer
Adding Content to a Document Library With Required Metadata
New Document
Saving Documents from Office
Using Version Control
Upload Document
Windows Explorer
Drag-and-Drop
Document Control Using Check In/Check Out
Using Basic Reporting Functions: Sort and Filter
Major Versions
Major and Minor Versions
Content Approval
Advanced Library Topics
Validating a List Column
Advanced Settings
Deleting a Library
Saving as a Template (With Content)
Working With Views
Exploring Existing Views
Creating a New View
Class Activity: Architecting a “Client Records” Library
Explain Business Requirements
Architect the Library
Metadata Requirements
View/Report Requirements
Build the Library
Upload Documents to the Library
Create View
Test View
LAB: Working With Libraries in the SharePoint Training Site
Create Libraries in the SharePoint Training Site
Create a Document Library
Upload documents and Create New Documents
Enable Version Control
Work With Documents With Version Control
Create a Picture Library
Upload Pictures and Work With formats

Part 7: Access Control – Permissions Management

Overview of Permissions and Security
Groups
Default Groups
Creating Groups and Managing Group Membership
Users
Active Directory Integration
Using Security Groups for SharePoint Access Control
Permission Levels
Roles-based Management
Groups Represent Roles
Groups are Assigned Permission Levels
Where Permissions are Set
Site, Lists and Items, Libraries and Documents
Inheritance
Using “Sharing” to Share Information
Access Requests
Best Practices
LAB: Working With Permissions and Sharing Information
Creating a Group
Adding Users to a Group
Assigning Permission Levels
Sharing a Site and a Library
Create and Edit Permission Levels

Part 8: Enterprise Content Management

Importance of ECM
Content Types
Site Columns
Content Types
Managed Metadata
Document Sets
LAB: Working With Content Types
Creating Site Columns
Creating Content Types
Using Managed Metadata
Creating Document Sets

Part 9: SharePoint and Office Integration

Connecting and Syncing Lists and Libraries to Outlook
Project Pro Integration
Exporting Data to Excel
Site Mailboxes
LAB: Connecting Lists and Libraries to Outlook
Syncing the Task List
Connecting a Calendar
Connecting Contacts
Exporting a List to Excel
Creating a Site Mailbox

Part 10: Business Process Automation using Workflow

OOTB Workflow
Workflow Settings
Workflow Administration
Custom Using SharePoint Designer
LAB: Using Workflow
Creating an Approval Workflow
Creating a Three-State Workflow
Creating a Custom Workflow to Manage Documents

Part 11: Focus on Collaboration Tools to Drive Engagement

Surveys
Wiki
Blog
Newsfeed
About Me
Communities
LAB: Using the Collaboration Tools
Creating a Survey
Creating a Wiki for Procedures Manual
Creating a Blog
Creating Your “Profile” / About Me
Using the Newsfeed
Following Colleagues, Documents, and Sites
Creating a SharePoint User Group Community

Read Less

View Full Schedule

8 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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When does class start/end?

Classes begin promptly at 9:00 am, and typically end at 5:00 pm.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour long and begins at noon. Coffee, tea, hot chocolate and juice are available all day in the kitchen. Fruit, muffins and bagels are served each morning. There are numerous restaurants near each of our centers, and some popular ones are indicated on the Area Map in the Student Welcome Handbooks - these can be picked up in the lobby or requested from one of our ExitCertified staff.

How can someone reach me during class?

If someone should need to contact you while you are in class, please have them call the center telephone number and leave a message with the receptionist.

What languages are used to deliver training?

Most courses are conducted in English, unless otherwise specified. Some courses will have the word "FRENCH" marked in red beside the scheduled date(s) indicating the language of instruction.

What does GTR stand for?

GTR stands for Guaranteed to Run; if you see a course with this status, it means this event is confirmed to run. View our GTR page to see our full list of Guaranteed to Run courses.

How do I find an ExitCertified training location?

We have training locations across the United States and Canada. View a full list of classroom training locations.

Which delivery formats are available?

At ExitCertified we offer training that is Instructor-Led, Online, Virtual and Self-Paced.

Does ExitCertified deliver group training?

Yes, we provide training for groups, individuals and private on sites. View our group training page for more information.

What does vendor-authorized training mean?

As a vendor-authorized training partner, we offer a curriculum that our partners have vetted. We use the same course materials and facilitate the same labs as our vendor-delivered training. These courses are considered the gold standard and, as such, are priced accordingly.

Is the training too basic, or will you go deep into technology?

It depends on your requirements, your role in your company, and your depth of knowledge. The good news about many of our learning paths, you can start from the fundamentals to highly specialized training.

How up-to-date are your courses and support materials?

We continuously work with our vendors to evaluate and refresh course material to reflect the latest training courses and best practices.

Are your instructors seasoned trainers who have deep knowledge of the training topic?

ExitCertified instructors have an average of 27 years of practical IT experience. They have also served as consultants for an average of 15 years. To stay up to date, instructors will at least spend 25 percent of their time learning new emerging technologies and courses.

Do you provide hands-on training and exercises in an actual lab environment?

Lab access is dependent on the vendor and the type of training you sign up for. However, many of our top vendors will provide lab access to students to test and practice. The course description will specify lab access.

Will you customize the training for our company’s specific needs and goals?

We will work with you to identify training needs and areas of growth. We offer a variety of training methods, such as private group training, on-site of your choice, and virtually. We provide courses and certifications that are aligned with your business goals.

How do I get started with certification?

Getting started on a certification pathway depends on your goals and the vendor you choose to get certified in. Many vendors offer entry-level IT certification to advanced IT certification that can boost your career. To get access to certification vouchers and discounts, please contact customerexp@exitcertified.com.

Will I get access to content after I complete a course?

You will get access to the PDF of course books and guides, but access to the recording and slides will depend on the vendor and type of training you receive.

How to request a W9 for ExitCertified LLC?

View our filing status and how to request a W9.

Both course material and instructor demonstrated a sound foundation on Maximo material

ExitCertified Student

ExitCertified

Although there seemed to be too many links for the course, everything worked smoothly.

ExitCertified Student

ExitCertified

The tool provided to practice the course teachings is very functional and easy to use.

ExitCertified Student

ExitCertified

Sean is the very good instructor. I would like to take his class again in the future.

Yan Z

ExitCertified

The training was good but needed the basic skills of maximo before getting deep in the configuration of it.

Manish Patel

ExitCertified