An introduction to SharePoint 2019 (55298)
This course provides an introduction to managing SharePoint as a Site Member.
Description
This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites in SharePoint Online. Your goal is to learn how to make SharePoint online relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues. During the class, you will also learn best practices and ‘what not to do’ as you watch live, interactive demonstrations and put theory into practice with hands on exercises in SharePoint Online.
Audience Profile
This course is intended for both novice and experienced SharePoint users who wish to make full use of SharePoint Online.
At Course Completion
- Understand the benefits of using SharePoint in real world scenarios
- Create new SharePoint sites to store business information
- Create pages to share news and documents
- Customise the structure of a site to meet specific business requirements
- Create and mange view, columns and apps
- Manage the security of a site
- Use social tools to communicate with groups of people or the entire organization
- Use search to find business information including people to documents
Course Outline
Module 1: SharePoint 2019 Introduction
SharePoint is a collaboration tool at its heart. Its primary goal is to make it easy for
users to find and share information, and there are many features built into SharePoint
to facilitate this. SharePoint's library system feature can provide a superior alternative
to the traditional file server. SharePoint lists can be an easy-to-design and easy-to-use
alternative to sharing spreadsheet files or more formal database tables. Both lists
and libraries can be customized and extended to provide enhanced appearances and
functionality, such as calendars and blogs, to name a couple. All of this collaboration
can be done through a browser interface and in some cases through integration with
Microsoft Office applications.
Lessons
SharePoint Versions
Team Site Layout and Navigation
Layout
Navigation
Lab 1: Exercise: Team Site Navigation
- Click here to enter text.
Understand the versions of SharePoint.
Understand the SharePoint site hierarchy.
Understand Team Site layout.
Understand navigation within a Team Site.
Module 2: SharePoint List Basics
Lists are a fundamental building block in SharePoint that provides a way for users
to store and view data. SharePoint comes "out of the box" with many predefined list
templates that are easy to use. Lists can be further customized by adding columns
to store just about any type of information. Additionally, list columns can be validated
as well as linked between other lists. Lists are a very flexible and powerful tool in
SharePoint.
Lessons
Creating Apps Using List Templates
Creating Lists
Creating Lists Using List Templates
List Columns
Creating List Columns
Column Validation
Validating a List Column
Lab 1: Exercises
Exercise:Working with Team Site Lists
Exercise: Create Custom Lists and Columns
Understand List Templates.
Work with default lists in a Team Site.
Create a new list from a List Template.
Create a custom list.
Add columns to a list.
Control and validate input into list fields.
Module 3: Library Basics
SharePoint Libraries share the same characteristics as SharePoint lists such as
columns, views, and validation to name a few. What distinguishes SharePoint libraries
is that each item in a library has a underlying document. So in addition to the data
stored in library columns, the document stores its own data based on the type of
document. Because of the extra data that can be stored in columns that can be used
to filter and search by and features such as versioning, libraries are considered a
great replacement for the more traditional file server system. Libraries are, like lists,
a fundamental building block in a SharePoint site.
Lessons
Library Templates
Creating Libraries
Creating a Document Library and Adding Columns
Creating an Asset Library
Managing Documents and Versioning
Checking Out Documents
Deleting and Restoring Documents
Versioning
Lab 1: Exercises
Exercise:Working with Team Site Libraries
Exercise: Creating Libraries
Exercise: Document Versioning
Create new libraries using library templates.
Add columns to a library.
Check out documents for editing.
Delete and restore documents from document libraries.
Enable versioning on a library.
Revert a library document to a an earlier version.
Module 4: Working with Lists and Library Views
Views provide a flexible system to display SharePoint list and library data in an
easy-to-read and easy-to-use manner. Every SharePoint list and library can have
multiple views created and configured, and some list and library templates come
with special views preconfigured. Views can be defined for personal use or shared
use.
Lessons
Default Views
Explore Default Views
Custom Views How to Create a Custom View
Lab 1: Exercises
Exercise:Working with Views
Exercise: Creating Public and Personal Vie
Use default views built into lists and libraries.
Create shared views.
Configure views.
Set the default view for a list or library.
Module 5: Office Integration
One of the nice features of SharePoint is its ability to integrate with Microsoft Office
applications. Just about every Office application offers some level of integration
with SharePoint whether it be simple, such as using an Excel spreadsheet to create
a new list, or more full featured, such as Outlook integration. Some integration
features enhance what is available online through a browser while others allow
access to SharePoint content offline such as a mobile computer environment. This
lesson will use a series of walk-throughs and exercises to show how each Office
application can integrate with SharePoint.
Note that this chapter is exploring integration with Office locally installed on the
machine connecting to SharePoint. Office Online Server is a browser based version
of Office that allows you to create and modify office documents. With SharePoint
2019 Office Online Server can be integrated and is considered an essential piece for
many SharePoint installations. That being said, since it is a separate product from
SharePoint it is not covered as part of this course.
Lessons
Excel Integration
Outlook Integration
Access Integration
Lab 1: Click here to enter text.
- Click here to enter text.
Create a list from an Excel spreadsheet.
Create an alert in Outlook.
Module 6: Working with Sites
All SharePoint content is accessed through a site. A SharePoint site is the container
for lists and libraries and provides a starting point for basic administration. The
content, lists, libraries, and basic look and feel of a site is initially determined by
the Site Template used to create the site.
Lessons
Site Templates
Creating Sites
Creating a Team Site
Site Navigation
Managing Site Navigation
Lab 1: Exercises
Exercise: Creating Team Sites
Exercise: Creating a Meeting Workspace
Exercise: Creating a Blog Site
Understand what Site Templates are.
Understand different types of Site Templates that come "out of the box" with
different versions of SharePoint.
Create a new site using Site Templates.
Create a Project site.
Create a Team site.
Create a Community site.
Create a Blog site.
Manage the sites listed in the Top Link Bar.
Prerequisites
A working knowledge of Microsoft Office, Microsoft Excel and Microsoft Outlook. However, this course assumes no prior knowledge of Microsoft SharePoint.