Course subjects
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
Microsoft 365 Integration
Ownership and Access
Who Might be a Good Site Owner?
Other Unique Roles
Site Collection Administrator
Farm Administrator
Lab : Introduction to SharePoint 2019
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
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
Finalising a Publishing Page
Scheduling a Publishing Page
Publishing Approval
Lab : Create and Manage Web Pages
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 and Check 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
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
Module 6: Customising 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 customise 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
Customising SharePoint Security
Create Permission Levels
Creating a SharePoint Security Group
Managing Inheritance
Lab : Customising Security
Share Content in a library
Create new permission levels
Create a new security group
Add and remove users
Modifying inheritance of sites/apps
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
Lab : Searching in SharePoint
Search for content in your library
Find content from your site
Search across all sites
Optional – Create a promoted result
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 organiser.
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 organiser
Using content types in apps
Durable links
The content type hub
Lab : Designing an Information Architecture
