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MS 55029 – Introduction to SharePoint 2013 for Collaboration and Document Management Training

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MS 55029 – Introduction to SharePoint 2013 for Collaboration and Document Management Training with Michigan Technology Services

Michigan Technology Services offers many Microsoft SharePoint 2013 instructor-led courses. This Introduction to SharePoint 2013 for Collaboration and Document Management training can take place at our location in Farmington Hills, 20 miles outside of Detroit, where you will sit in a room with one of our instructors, onsite at your office anywhere throughout the United States, or if you prefer, instructor led live online.

About this Course

This one day class is designed for SharePoint team members who need to know how to use the team collaboration, document management and social features of Microsoft SharePoint 2013. This class can be delivered using a Site Collection on an in-house server, virtual machines or Office 365.

For complete Microsoft SharePoint course outlines and pricing information on other Microsoft SharePoint classes or to request a class date contact Michigan Technology Services. 248-489-0408

Who Should Attend

  • SharePoint end users
  • SharePoint Site Owners and Power Users who will be attending a SharePoint 2013 Site Owner class
  • SharePoint administrators and developers

Prerequisites

  • Basic Microsoft Office skills

Course Objectives

After completing this course, students will be able to:

  • Navigate SharePoint sites.
  • Manage content in lists and libraries.
  • Create and edit Alerts.
  • Collaborate using Tasks lists, Discussion Boards and Community Sites.
  • Work with libraries, including upload, download, editing, check out/in and versioning.
  • Use the SharePoint social features.

Detailed Course Outline

Module 1: SharePoint Overview

This module provides an introduction to the topics covered in the class, introduces SharePoint terminology and provides an overview of the available versions of SharePoint 2013 and Office 365.

Lessons

  • What is SharePoint?
  • Team Collaboration
  • Document Management
  • Web Sites
  • Social Features
  • SharePoint Security
Module 2: Accessing SharePoint

This module covers the logging onto SharePoint and SharePoint site navigation.

Lessons

  • Logging onto SharePoint
  • SharePoint Navigation: The Suite Bar
  • SharePoint Navigation: The SharePoint Screen
  • SharePoint Navigation: The Title area crumb trail
  • SharePoint Navigation: Following and returning to sites
  • SharePoint Navigation: The SharePoint Ribbons
  • SharePoint Navigation: Quick Launch and Web Parts
  • Regional Settings

Lab: Accessing SharePoint

  • Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.
Module 3: SharePoint Libraries

This module covers the use of SharePoint libraries and document management.

Lessons

  • Document Libraries
  • Ribbon options and the “Open Menu” link (…)
  • Accessing Documents
  • Office Web Apps
  • Checking Out Documents
  • Deleting Documents and the Recycle Bin
  • Creating and Managing Alerts
  • Uploading Documents
  • Blocked File Types
  • Creating Folders
  • Creating New Documents
  • Versioning
  • List and Library Views
  • Asset and Picture Libraries

Lab: SharePoint Libraries

  • Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  • Navigate library pages and web parts.
  • Navigate a library using the Ribbon, document dropdown menus and the Crumb Trail.
  • Open and edit documents in Word and other applications.
  • Open and edit documents using Office Web Apps.
  • Check out and check in documents using browser and Office features.
  • Delete documents and recover them from the Recycle Bin.
  • Upload a single file, multiple files and use Windows Explorer view.
  • Understand that certain file types are blocked and cannot be uploaded.
  • Work with folders.
  • Create new documents from within SharePoint.
  • Work with document versioning.
  • Display libraries using views.
Module 4: SharePoint Lists

This module covers the use of SharePoint 2013 lists.

Lessons

  • SharePoint Lists
  • Working with Custom Lists
  • Working with Task Lists
  • Using Task Lists to manage team tasks
  • Adding and Updating Tasks
  • Using Task Views
  • Synchronizing Task Lists with Outlook
  • Working with SharePoint Calendars
  • Calendar Navigation and Views
  • Adding Calendar Events
  • Dealing with long lists of events
  • Synchronizing SharePoint Calendars with Outlook
  • External Lists

Lab: SharePoint Lists

  • Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  • Create, edit and update tasks and other SharePoint lists.
  • Work with list views.
  • Synchronize Task Lists with Outlook.
  • Create, edit and update events.
  • Work with calendar views.
  • Synchronize SharePoint Calendars with Outlook.
  • Explain the role of External Lists
Module 5: SharePoint Search

This module covers the SharePoint 2013 search features.

Lessons

  • Searching SharePoint
  • What is searchable
  • Search results and refiners
  • Search Tips and Tricks

Lab: SharePoint Search

Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  • Search for content.
  • Search for people.
  • Refine their searches.
Module 6: SharePoint Wikis

This module covers working with SharePoint 2013 Wikis.

Lessons

  • Uses of a Wiki
  • Editing Wiki Articles
  • Working with Wiki Version Tracking
  • Wiki Views

Lab: SharePoint Wikis

  • Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  • Use Wikis as FAQ lists, self-service help sites, and knowledgebases.
  • Create, edit and update Wiki articles.
  • Work with Wiki views.
Module 7: SharePoint Social Features

This module introduces the SharePoint 2013 social features.

Lessons

  • What are “Social Features”?
  • Interacting with People
  • About Me and Updating Your Profile
  • Your Newsfeed
  • Micro-blogging
  • Tagging and Rating Documents
  • Blogs

Lab: SharePoint Social Features

  • Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  • Update their user profile.
  • Follow sites, content and people.
  • Add folksonomy to content using tags and ratings.
  • Use the Newsfeed features to micro-blogging and follow coworkers.
Module 8: Discussion Boards

This module covers working with SharePoint 2013 Discussion Boards.

Lessons

  • SharePoint Discussion Boards
  • Reading, creating and responding to discussions

Lab: Discussion Boards

  • Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  • Read and explore Discussion Boards.
  • Create and reply to discussions.
Module 9: Community Sites

This module covers working with SharePoint 2013 Community Sites.

Lessons

  • Community Sites
  • Requesting Access
  • Joining the Community
  • Exploring Topics
  • Posting and Replying
  • Best Replies and Alerts

Lab: Community Sites

  • Hands-on practice is delivered as part of the instructor’s presentation. The students will use the features of the module in an instructor led collaboration experience.

After completing this module, students will be able to:

  • Understand the difference between Discussion Board lists and Community Site subsites.
  • How access to Community Sites is controlled and how to request access and join the community.
  • How to create new discussions and how to reply to existing discussions.
  • How to mark replies as Best Reply.
  • How to create Alerts on topics of interest.

Student Successes

  • The Certified ScrumMaster and Certified Scrum Developer courses that Michigan Technology Services set up for our organization were great. The instructors (Mark and Angela) were outstanding.

    - SF, Senior Software Developer – Hewlett Packard Enterprise

  • The instructors were top notch and made the courses exciting. I have taken Cisco CCNA, Linux and SQL admin classes and I find myself using the knowledge gained every day. If you value getting quality content that will be relevant for years to come, take these courses with Michigan Technology Services.

    - SP, Detroit Network Team Manager – Global Advertising Company

  • I have taken the Scrum Alliance Certified ScrumMaster and Product Owner classes from Michigan Technology Services and thoroughly enjoyed the class content and instructors. I found the ScrumMaster class particularly engaging and energizing as the instructor was top notch. Both classes fueled my passion for agile project management and team dynamics which I have used to drive change in the way my department executes and thinks about running software development projects. I highly recommend Robert and his company.

    - Daniel King, Senior Project Manager – AAA Michigan – Auto Club Group

  • In February of 2015, the Detroit Housing Commission reached out to Michigan Technology Services to request Microsoft Office Excel training for the staff. Within a few days, Rob was able to set up the services at a very reasonable expense. The trainer was superb, knowledgeable and very patient with the students.  It was one of the best trainings that we have ever had.

    - De’Onna Henderson, Director of Asset Management – Detroit Housing Commission

  • We had an excellent experience working with Rob at Michigan Technology Services. He went above and beyond helping us to design three days of onsite customized SharePoint training for our associates. The trainer was beyond knowledgeable and instrumental in the success of the project. If customized training is what you are looking for, we are confident that you need not look any further than MTS for your business training needs.

    - Brooke F., Business Systems Administrator – Gestamp North America

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