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.

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.

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.

Lessons

After completing this module, students will be able to:

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

Promoted Links

After completing this module, students will be able to:

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.

Lessons

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

Regional settings

Enabling Publishing Features

Creating a Publishing Site

Lab 3: Site Collection Administration

Using the Recycle Bin

Creating and applying a document policy

Usage Reports

After completing this module, students will be able to:

Lessons

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.

Lessons

Sharing Your Site

SharePoint Groups

Permission Levels

Access Requests

Permission Inheritance

Direct Permissions

Best Practices

Advanced Security

Lab 1: Adding Users and Setting Site Permissions

Defining members

Add members to a group

Allowing users to request permission

Requesting permission

Viewing permissions

Lab 2: Updating Site Objects Permissions

Defining members

Permission inheritance

Checking permissions

Granting permissions to a user directly

After completing this module, students will be able to:

Lessons

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.

Lessons

SharePoint Content Management

List Apps

Task List App

Calendar List App

Alerts

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

Categorizing Content

After completing this module, students will be able to:

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.

Lessons

Document Libraries Defined

Adding Content to Library Apps

Metadata Defined

Views Defined

Document Content Management

Working Offline: OneDrive

Library Settings

Item Permissions

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

After completing this module, students will be able to:

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.

Lessons

Content Organization

Site Columns

Content Types

Applying Content Types

Managed Metadata

External Lists

Search

Enterprise Social

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

After completing this module, students will be able to:

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.

Lessons

Site Pages

Editing Pages

Creating Pages

Web Parts

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

After completing this module, students will be able to:

Examine page types.

Edit pages.

Add pages.

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.

Lessons

Definition

Out-of-the-Box Workflows

Using a Workflow

SharePoint Designer

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

After completing this module, students will be able to:

Define workflow.

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.

Lessons

Microsoft Office and SharePoint Integration

Connecting Outlook

Using Excel

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

After completing this module, students will be able to:

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.

This course is intended for attendees new to Sharepoint or those hoping to learn the new features in SharePoint 2016

• Working knowledge of Microsoft Windows, Office, and the web.