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Face to face / Online closed & onsite training. Restaurant lunch included at STL venues.
- 2 days Instructor-led
Syllabus
Who is this course for?
This course is intended for SharePoint site collection administrators, site administrators and power users who are tasked with working within the SharePoint environment.
Objectives
- Design and implement a company portal structure using SharePoint objects including sites, libraries, lists and pages
- Explain the role of security and permissions throughout SharePoint
- Implement guidelines for consistency in building a company portal to aid in the day-to-day administration of content in SharePoint
- Enhance the design of and content on a company portal using SharePoint themes and web parts
- Explain the importance of governance for the planning and managing future growth of SharePoint implementation
- Identify options to integrate data from other systems as well as preserve existing data
- Explain the role of social networking in SharePoint and its impact on collaboration
Prerequisites
• good working knowledge and understanding of Internet Explorer or an equivalent browser
• Attendance of SharePoint End User Advanced course, or equivalent Experience with Microsoft SharePoint
• An advanced knowledge of Microsoft Office applications (Word, Excel, Outlook)
Course Syllabus
Site Architecture
Types of SharePoint sites
Creating a subsite
Managing user alerts
Allowing site access requests
Site Permissions
Permission Groups & Permission Levels
Creating a permission group
Creating a permission level
Adding and removing site users
Permission inheritance
Managing Site Content
Creating and editing site columns
Working with various column metadata types
Working with the Term Store Management Tool
Identifying taxonomy for metadata
Adding site columns to apps
Creating site content types
Appropriate use of folders
Creating and working with Document Sets
Document Library Settings
Managing documents that have never been checked in
Overriding checked out documents
Applying unique library permissions
Adding metadata navigation and key filters
Site Navigation
Customising the navigation links and Quick Launch
Working with Site Pages and Web Parts
Creating & editing modern site pages
Adding web parts to pages
Working with different web parts
Modifying web part settings
The Reporting Tool
Viewing site usage
Viewing the storage metrics
What you get
"What do I get on the day?"
Arguably, the most experienced and highest motivated trainers.
Face-to-face training
Training is held in our modern, comfortable, air-conditioned suites.
Modern-spec IT, fully networked with internet access
Lunch, breaks and timing
A hot lunch is provided at local restaurants near our venues:
- Bloomsbury
- Limehouse
Courses start at 9:30am.
Please aim to be with us for 9:15am.
Browse the sample menus and view joining information (how to get to our venues).
Refreshments
Available throughout the day:
- Hot beverages
- Clean, filtered water
- Biscuits
Online training
Regular breaks throughout the day.
Learning tools
In-course handbook
Contains unit objectives, exercises and space to write notes
Reference material
Available online. 100+ pages with step-by-step instructions
24 months access to Microsoft trainers
Your questions answered on our support forum.
Training formats & Services
Training Formats & Services
Training formats available
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Testimonials
Defence Electronics & Components Agency
Brian Griffiths,
Commercial
So far so good
SharePoint Site Administrator
British Gypsum - Barrow Plant
Alex Choy,
Control Engineer
The training course was very useful, and I appreciated how the trainer didn’t just show us the steps but focused on the key topics needed to build and manage a SharePoint site. This approach, with practical guidance on setting up site structure, permissions, and organising content, made the training very relevant to our needs. Overall, it was a good balance of technical knowledge and useful insights. Ruth Thank you!
SharePoint Site Administrator
Habinteg Housing Association
Edward Smith,
Communications And Marketing Officer
The trainer was sensitive to our particular requirements and business needs - it didn't feel like we were being lectured to, rather we were involved in a dialogue with the trainer to determine the best way to use our time together. The two-day course covered a really broad range of topics, with a helpful mix of demonstrations alongside active, interactive learning so that we could try things out for ourselves. The training has given me more confidence to deal with day-to-day issues in SharePoint Site Administration, and will also allow our team to be a better customer for external IT consultants. Thanks very much to Stephen for a really great course.
SharePoint Site Administrator
Training manual sample
Below are some extracts from our SharePoint Site Administrator manual.
SharePoint online enables you to create either a Team Site
or a Communication Site.
A Team Site enables a group of users to work together and
collaborate on content by creating and editing documents or creating and
managing lists. On a team site home page you can view links to important team
files, apps and web pages along with viewing recent site activity.
A Communication Site is where you can share information with
colleagues, such as news, reports, statuses and other relevant information in a
graphically based format. They can be used for internal campaigns, reports and
product launches that address broad audiences across an organisation.
Once a top-level site has been created you can create
subsites. Subsites enable you to use a wide range of templates, such as classic
team, blog or document centre sites. In SharePoint Online, you can create
subsites using the ‘classic’ template only.
Site Template |
Detail |
Classic team
site |
Used to
create, organise and share information within a team or project. |
Blog site |
Used to
inform on company announcements, post ideas, observations and expertise
within a team organisation. |
Project site |
This site is
similar to the team site template but also includes a Projects Summary web
part that is connected to the default Task list. Items added to the Task list
are automatically displayed in the Project summary web part. |
Document
Centre |
Used to
manage large numbers of documents. This can be used either as an authoring environment
or content archive. |
Records
Centre |
Used to
organise, store and manage records such as legal or financial documents. The
Records Centre supports the entire records management process from records
collection through to records management and records disposition. |
1.
Click the Settings
button.
2.
Click Site
Contents.
3.
Click the New
drop-down list and select Subsite.
4.
Enter a Title,
Description and short URL.
5.
Select the required Site from the available
templates.
6.
Specify whether you wish to inherit the
permissions or use unique permissions.
7.
Specify the required options within the Navigation section.
8.
Click Create.
Alerts are notifications of changes to content on a site
that you receive as email messages or text messages depending upon how the site
is configured. With the required permission level within a site you can view
and cancel alerts for other people by using the User Alerts page.
1.
Click the Settings
button.
2.
Click Site
Information.
3.
Click View
all Site Settings.
4.
Within Site
Administration, click User alerts.
5. From the provided drop-down list select the user name you wish to view the alerts for.
6.
Select the required alert and Delete Selected Alerts, if required.
The access request feature allows users to request access to
content that they do not have permission to see. As a site owner you can
configure the feature to send you an email when someone requests access to a
site, you can then choose whether you wish to approve or decline their request.
If you approve their request you can also specify the
permission level you wish to assign to them.
The access request feature also works together with the
Share command for sites. If someone who is
not a site owner for a site uses the Share command to invite other people to
view a site, then that action will generate an access request for the site
owner.
Site users have the opportunity to invite other people to
collaborate on sites whilst the site owners have the authority over who has
access to these sites and what level of permission users are assigned.
1.
Click the Settings
button.
2.
Click Site
Permissions.
3.
Click Advanced
permissions settings.
4.
On the Permissions
tab, click Access Request Settings.
5.
Specify the required settings in the Access Requests Settings box and click OK.
After a site has been created you may want to provide or
restrict user access to the site or its contents.
For example, you might want to provide access only to
members of your team, or you might want to provide access to everyone, but
restrict editing for some.
The simplest way to work with permissions is to use the
default groups and permissions levels provided, which cover most common
scenarios.
Every site exists in a site collection, which is a group of sites
under a single top-level site. The top-level site is called the root site of
the site collection.
All the sites and site content in a collection inherit the
permissions settings of the root or top-level site. When you assign unique
permissions to sites, libraries and items those items no longer inherit
permissions from their parent site.
Lists and libraries inherit permissions from the site to which
they belong. If you are a site owner, you can stop permissions inheritance and
change the permission settings for the list or library.
Depending upon site settings, a user can interrupt the default
permission inheritance for a list or library item by sharing a document or item
with someone who does not have access. In that case, SharePoint automatically
stops inheritance on the document.
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