•SHAREPOINT INTRODUCTION CLASS

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Module 1: SharePoint

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.

• WHAT IS SHAREPOINT?• WHY IT IS SO POWERFUL• BEST SOLUTION FOR MOST CORPORATIONS• AFTER COMPLETING THIS MODULE, STUDENTS WILL BE ABLE TO:• EXPLAIN THE CORE SHAREPOINT FEATURE SETS

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Composites

Search

Microsoft Office

Lists

Projects

Collaboration

Mobile AppsWorkflows

Websites

What is SharePoint? 0

Lists Templates

BASIC LISTS• ANNOUNCEMENTS• CONTACTS• DISCUSSION BOARDS• PROMOTED LINKS• CALENDAR• TASKS• PROJECT TASKS• ISSUE TRACKING• SURVEY

ADVANCED LISTS• EXTERNAL LISTS• CUSTOM LIST IN DATASHEET• STATUS LIST• CIRCULATIONS• PERFORMANCE POINT• LANGUAGES & TRANSLATIONS• KPI• SPREADSHEETS• CUSTOM

Module 1a: 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

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Summary

• PROBLEMS: STORAGE, RETRIEVAL, ACCESS, DATA• SOLUTION: SHAREPOINT• ORGANIZE (WHETHER YOU’RE WORKING AS A TEAM OR AN

INDIVIDUAL, SHAREPOINT HELPS YOU ORGANIZE INFORMATION, PEOPLE, AND PROJECTS)

• DISCOVER (SHAREPOINT MAKES IT EASY TO FIND ANSWERS, DISCOVER INSIGHTS, CONNECT WITH EXPERTS)

• MANAGE(PROVIDES POWERFUL CONTROLS THAT ALLOW USERS TO MANAGE COSTS, RISK, AND TIME)

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Announcements

• THIS LIST IS DESIGNED TO BE USED TO POST NEWS, STATUS AND OTHER SHORT BITS OF INFORMATION TO SHARE WITH TEAM MEMBERS FOR THE CURRENT SITE COLLECTION.• AN EXAMPLE OF AN ANNOUNCEMENT WEB

PART CAN BE FOUND ON THE HOMEPAGE OF THE INTRAMET WEB SITE COLLECTION

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Module 2: Announcements

THIS MODULE COVERS ADDING ANNOUNCEMENTS.• LESSONS• CREATING AND EDITING A NEW ANNOUNCEMENT

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• CONTAINER OF URLS TO VARIOUS RESOURCES BOTH INSIDE AND OUTSIDE OF YOUR SITE.• CAN BE GROUPED INTO CATEGORIES AND

CONTAIN IMAGES AND DESCRIPTIVE TEXT

Web links a printed address of a website in a book, newspaper, etc

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Module 3: Web links

THIS MODULE COVERS ADDING LINKS.• LESSONS• CREATING AND EDITING A WEB ADDRESS LINK

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CalendarIN SHAREPOINT, CALENDARS ARE REFERRED TO AS EVENTS CALENDARS – SUCH AS TEAM-RELATED, BUSINESS, SOCIAL, AND ALL-DAY EVENTS, OR MILESTONES – SUCH AS PROJECT

DEADLINES AND PRODUCT RELEASE DATES.

• HAS WAY MORE FUNCTIONALLY THAN THE MS OUTLOOK CALENDAR

• CAN BE SYNCED TO PROJECT CALENDARS, MASTER CALENDARS AND EVEN INDIVIDUAL USERS CALENDARS IN MS OUTLOOK.

• CAN BE CONNECTED TO MULTIPLE DATA SOURCES

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Module 4: Calendars

THIS MODULE COVERS ADDING EVENTS.• LESSONS• CREATING AND EDITING A CALENDAR EVENT

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TasksIS AN EASY WAY TO TRACK AND COORDINATE TO-DOS,

EASILY COMMUNICATE STATUS, AND STAY IN SYNC WITH YOUR TEAM AND OR DAILY ASSIGNMENTS.

• COMES WITH A TIMELINE• CAN BE ASSIGNED TO MULTIPLE RESOURCES.• INTEGRATES WITH MS PROJECT• CAN BE ATTACHED TO CALENDARS• SUPPORTS SUBTASKS AND OTHER RELATIONSHIPS• ADVANCED: TASK ROLLUP SUPPORT

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Module 5: Tasks

THIS MODULE COVERS ADDING LINKS.• LESSONS• CREATING AND EDITING A TASK

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Issue TrackingIN SHAREPOINT YOU CAN BUILD AND RUN BUSINESS

APPLICATIONS TO TRACK AND ADDRESS INCIDENTS AS THEY OCCUR AND ROUTE THEM BASED ON TYPE OF INCIDENT,

AFFECTED SYSTEMS OR POTENTIAL IMPACT.

• WORKFLOWS• PROVIDES NOTIFICATIONS AND AUDIT TRAILS• INTEGRATES WITH MS PROJECT AND SERVICE MANAGER• THE COMMENT FIELD MAKES ISSUES UNIQUE FROM

TASK• CAN BE RELATED TO EXISTING ISSUES

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Module 6: Issue Tracking

THIS MODULE COVERS THE USE OF SHAREPOINT ISSUE LISTS.• LESSONS• CREATE, EDIT AND UPDATE ISSUES• ASSIGNING ISSUES TO USERS• PRIORITIZE AND TRACK ISSUES• ATTACHING FILES (I.E., SCREENSHOTS, EMAIL AND VOICE)• UNDERSTANDING ALERTS BASED ON ISSUE PRIORITY• WORKING WITH MS OUTLOOK TO RESPOND TO AN ASSIGNMENT• UNDERSTAND THE RUNNING HISTORY FEATURE THROUGH COMMENTS

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DocumentsDOCUMENT MANAGEMENT CONTROLS THE LIFE CYCLE OF DOCUMENTS –HOW THEY ARE CREATED, REVIEWED, AND

PUBLISHED, AND HOW THEY ARE ULTIMATELY DISPOSED OF OR RETAINED.

• AFTER COMPLETING THIS MODULE, STUDENTS WILL BE ABLE TO:

• UNDERSTAND THE NEW PARADIGM SHIFT OF COLLABORATION

• UNDERSTAND THE DIFFERENCE BETWEEN DOCUMENTS AND DOCUMENT SETS

• VIEW, AND EDIT DOCUMENTS STORED IN SHAREPOINT• WORK WITH MULTIPLE DOCUMENTS• WORK WITH DOCUMENT HISTORY• ATTACH WORK FLOWS TO DOCUMENTS, AND HOW TO

FOLLOW DOCUMENTS

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Module 7: Working with Documents

THIS MODULE COVERS THE USE OF SHAREPOINT 2013 LISTS.

• LESSONS• PERFORM COMMON TASKS IN DOCUMENT LIBRARY• UPLOAD AND EDITING FILES• CHECKING FILE VERSION HISTORY (DEMO ONLY)

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Document Paradigm shift• FIRST-TIME SHAREPOINT USERS STRUGGLE WITH THE USE OF

METADATA, OR DATA ABOUT DATA TO ORGANIZE DOCUMENTS INSTEAD OF FOLDERS. SHARED DRIVES ARE PREVALENT IN JUST ABOUT EVERY COMPANY DUE TO THEIR LOW COST. HOWEVER, SHARE FOLDERS OFTEN SUFFER FROM SOME DRAWBACKS SUCH AS SECURITY AT A MORE GRANULAR LEVEL, HAVING MULTIPLE VERSIONS OF DOCUMENTS STORED IN DIFFERENT PLACE (OR WORSE… HAVING THE SAME DOCUMENT STORED IN MORE THAN ONE PLACE), AND VIEWING THE FILES IN FOLDERS IN VARIOUS WAS.

• TO OVERCOME SOME OF THESE CHALLENGES, SHAREPOINT OFFERS THE USER DOCUMENT LIBRARIES. OF COURSE IT IS POSSIBLE TO CREATE COMPLEX HIERARCHIES OF FOLDERS TO MIRROR THE SHARE DRIVES, BUT WHY? BY LEVERAGING METADATA THE USER IS ABLE TO PROVIDE IMPORTANT INFORMATION THAT WILL MAKE A DOCUMENT EASIER TO FIND AND ORGANIZE INTO A LOGICAL STRUCTURE

What is Metadata?METADATA IS INFORMATION THAT DESCRIBES, CLASSIFIES OR

IDENTIFIES A PIECE OF INFORMATION. METADATA IS TYPICALLY DESCRIBED AS A SET OF ATTRIBUTES THAT HELP TO DESCRIBE OR

CLASSIFY AN OBJECT.

DocumentsSOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,

THAT CAN BE APPLIED TO DOCUMENTS IN SHAREPOINT.

• IDENTIFY DOCUMENT ROLES• ANALYZE DOCUMENT USAGE• PLAN THE ORGANIZATION OF DOCUMENTS• PLAN HOW TO CONTENT MOVES BETWEEN LOCATIONS• PLAN CONTENT TYPES• PAN CONTENT GOVERNANCE• PLAN POLICIES• EXTEND DOCUMENTS WITH METADATA• PLAN AND INCORPORATE WORKFLOWS AND OTHER

BUSINESS LOGIC TO MANAGE DOCUMENTS

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SearchSOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,

THAT CAN BE APPLIED TO DOCUMENTS IN 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.

• AFTER COMPLETING THIS MODULE, STUDENTS WILL BE ABLE TO:• SEARCH FOR CONTENT.• SEARCH FOR PEOPLE.• REFINE THEIR SEARCHES.

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Module 8: SharePoint Search

THIS MODULE COVERS THE SHAREPOINT 2013 SEARCH FEATURES.

• LESSONS• SEARCHING SHAREPOINT• WHAT IS SEARCHABLE• SEARCH RESULTS AND REFINERS• SEARCH TIPS AND TRICKS

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WikisSOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,

THAT CAN BE APPLIED TO DOCUMENTS IN 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.

• AFTER COMPLETING THIS MODULE, STUDENTS WILL BE ABLE TO:• USE WIKIS AS FAQ LISTS, SELF-SERVICE HELP SITES, AND

KNOWLEDGEBASE'S.• CREATE, EDIT AND UPDATE WIKI ARTICLES.• WORK WITH WIKI VIEWS.

Module 9: 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

Social FeaturesSOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,

THAT CAN BE APPLIED TO DOCUMENTS IN 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.

• 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 10: 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

Discussion BoardsSOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,

THAT CAN BE APPLIED TO DOCUMENTS IN 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.

• AFTER COMPLETING THIS MODULE, STUDENTS WILL BE ABLE TO:

• READ AND EXPLORE DISCUSSION BOARDS.• CREATE AND REPLY TO DISCUSSIONS.

Module 11: Discussion Boards

THIS MODULE COVERS WORKING WITH SHAREPOINT 2013 DISCUSSION BOARDS.

• LESSONS• SHAREPOINT DISCUSSION BOARDS• READING, CREATING AND RESPONDING TO DISCUSSIONS

Community SitesSOME ADVANCED FEATURES, NOT COVERED IN THIS CLASS,

THAT CAN BE APPLIED TO DOCUMENTS IN 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.

• 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.

Module 12: 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