Description

Microsoft SharePoint 2016 provides a business alliance platform that streamlines document manage and management and simplifies access to data, as well as provides the potential to deploy solutions securely and quickly. In this SharePoint training for beginners training program, professionals 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 their organization.

 

Radiant Teachlearning offers SharePoint 2016 Technologies Introduction Training Program in Classroom and Virtual instructor Led/Online mode.

 

Duration: 4 days

 

Learning Objectives

After accomplishing this training program, students will be able to:

  • 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 their SharePoint sites.

Pre-requisite

Before attending this training program, students must have:

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

 

Audience Profile

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

Course Content

Lesson 1: What is SharePoint

This lesson describes SharePoints’ new features and introduces the training program Case Study. Using the training program case study, professionals will be assigned a country for whom professionals will build a customized team site and a subsite to store their countries’ information. Professionals will get an overview of SharePoint 2016 and also see the completed SharePoint site professionals will work on throughout the training program.

Lessons

  • An Overview of SharePoint 2016
  • What’s New in SharePoint 2016
  • Using SharePoint 2016

Lab: Managing Information and Collaboration via SharePoint

  • Opening the Solution Site
  • Promoted Links

After accomplishing this lesson, students will be able to:

  • Review the functionality of SharePoint 2016.
  • Discover new features.
  • Identify business use cases.

 

Lesson 2: Creating SharePoint Websites

This lesson describes how to adequately plan their SharePoint architecture. Base terminology, such as site collections, top level sites, subsites, and site templates will be describeed. Professionals will complete labs to create multiple subsites from templates and establish the foundation for which future exercises will be developed. Upon creation of sites, professionals will learn how to approach common SharePoint administration tasks and complete labs to make adjustments to their 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: Creating Subsites

  • Navigating to their country’s top-level site
  • Adding a document to the library app in their country site
  • Creating a General Information subsite for their country
  • Creating a project site for their 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 their blog

Lab: Customizing SharePoint Sites

  • Navigating to their top-level site
  • Changing the site logo
  • Changing the look and feel of their site
  • Modifying the top link bar
  • Modifying the Quick Launch
  • Regional settings
  • Enabling Publishing Features
  • Creating a Publishing Site

Lab: Site Collection Administration

  • Using the Recycle Bin
  • Creating and applying a document policy
  • Usage Reports

After accomplishing this lesson, students will be able to:

  • 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 their site.
  • Review document deletion policies.
  • View popularity trend reports.

 

Lesson 3: Managing SharePoint Security

This lesson describes 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 Their Site
  • SharePoint Groups
  • Permission Levels
  • Access Requests
  • Permission Inheritance
  • Direct Permissions
  • Best Practices
  • Advanced Security

Lab: Adding Users and Setting Site Permissions

  • Defining members
  • Add members to a group
  • Allowing users to request permission
  • Requesting permission
  • Viewing permissions

Lab: Updating Site Objects Permissions

  • Defining members
  • Permission inheritance
  • Checking permissions
  • Granting permissions to a user directly

After accomplishing this lesson, students will be able to:

  • 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.

 

Lesson 4: Managing Content

This lesson describes how to work with SharePoint list apps to manage content in SharePoint. Professionals get to know about all content as well as many of the backend configuration options in SharePoint are managed and maintained via SharePoint lists. Commonly used applications containing the task list and calendar application 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 applications templates will be leveraged containing a promoted links list, a picture library, a survey, a contact list, and importing a list structure from a Microsoft Excel table. SharePoint Online will be investigaged, particularly third party applications available in the app store.

Lessons

  • SharePoint Content Management
  • List Apps
  • Task List App
  • Calendar List App
  • Alerts
  • Adding List Apps

Lab: 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 manage and management system launch
  • Add the roll up calendar for tasks list

Lab: Creating Apps

Adding

  • Contact list to the site
  • Promoted Links list to the site
  • Picture library app to the site
  • Survey list to the site

Create

  • MSC Sales list from a spreadsheet
  • Lookup column
  • Categorizing Content

After accomplishing this lesson, 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.

 

Lesson 5: Managing Documents

This lesson describes how to manage documents in a SharePoint site. Professionals will learn multiple methods to upload files to a SharePoint site. Best practice file organization techniques will be discussed utilizing metadata for file management instead of folders. Professionals will create views to harness the power of their metadata and configure settings in their library for minor or major versions, content approval, and check-out or check-in behavior. Professionals will also sync the files in a SharePoint document library to their local computer using OneDrive for Business. A comparison will be made between maintaining and managing data in SharePoint on-premises as well as 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: 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: 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: Creating Views

  • Creating a grouped view
  • Creating a filtered view
  • Adding a view link to the Quick Launch

Lab: 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 their document library
  • Viewing version history and restoring a previous version

Lab: 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 accomplishing this lesson, 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.

 

Lesson 6: Advanced SharePoint: Enterprise Features

This lesson describes how to leverage powerful enterprise building blocks in SharePoint to build larger enterprise solutions with reduced effort. Site content and columns types will be leveraged to provide regular metadata templates and tagging for regularly used content. New columns, for example maintained and Managed Metadata for referencing a hierarchical taxonomy as well as External Columns for deriving values from an external data source will be used. Search use as well as configuration will be covered, and Enterprise Social techniques for utilizing a SharePoint MySite to foster alliance 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: Content Types

Adding

  • Site column to a document library
  • New presentation library with PowerPoint default
  • Defining site columns
  • Creating a new content type
  • Site columns to the content type
  • Document template to the content type
  • Content types to a document library
  • Working with new content type in the library

Lab: Managed Metadata

  • Adding maintained and managed metadata column to a document library
  • Using the managed metadata column in the document library
  • Creating a managed metadata group

Lab: 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: Search

  • Experimenting with different search syntax
  • Enterprise Search Template

Lab: Leveraging SharePoint Social Features

  • Creating an external list
  • Follow colleagues and sites
  • Contribute to a Newsfeed
  • Use the OneDrive for Business in their My Site

After accomplishing this lesson, 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

 

Lesson 7: Customizing Pages

This lesson describes how to use web part pages and wiki pages to add and customize additional information in SharePoint. Professionals will make basic updates to content on their 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 professionals will add web parts to their page to display information from their lists and libraries. Methods of content roll-ups will be explored utilizing the content by query web part and the content search web part. Lastly, comparisons will be made between editing pages in publishing sites vs. collaboration sites.

Lessons

  • Site Pages
  • Editing Pages
  • Creating Pages
  • Web Parts
  • Publishing Sites

Lab: Editing and Adding Site Pages

  • Removing “Getting started”
  • Updating their home page
  • Adding a Wiki page to their site

Lab: Adding Web Parts to Pages

  • Editing web parts
  • Displaying a Google map on a page with Embed Script

Lab: SharePoint Features and Content Rollup

  • Rolling up content with the Content Search Web part for our site collection

After accomplishing this lesson, students will be able to:

  • Examine page types.
  • Edit pages.
  • Add pages.
  • Add and customize Web Parts.
  • Added Rollup content for site collections.

 

Lesson 8: Managing Business Processes With Workflow

This lesson describes the fundamentals of process in automation in SharePoint with workflows. Starting with out-of-the-box workflows and graduating to SharePoint Designer workflows, professionals will learn how to develop multiple types of multi-participant approval workflows to eliminate ad-hoc processes and streamline their 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: 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: Designing a Custom Workflow

  • Connecting to SharePoint Designer
  • Testing adding a USA Presentation

After accomplishing this lesson, 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.

 

Lesson 9: Microsoft Office Integration

This lesson describes the many different ways that SharePoint is integrated with Microsoft Office. Professionals 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, varies methods of utilizing Microsoft Excel to connect to SharePoint will be reviewed.

Lessons

  • Microsoft Office and SharePoint Integration
  • Connecting Outlook
  • Using Excel

Lab: Leveraging Outlook With SharePoint

  • Connecting SharePoint contacts to Outlook
  • Connecting SharePoint Calendar events to Outlook

Lab: Using Excel Web Access Web Parts

  • Adding an Excel Web Access web part to page in SharePoint Online

After accomplishing this lesson, 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.

FAQs

Q: What license do I need for SharePoint?

 

A: SharePoint Server has two licensing models: server-plus-CAL and server-only. a SharePoint Server. You must acquire a server license for the server hosting the content as well as a client access license (CAL) for each user or device which access that server.

 

Q: Is SharePoint good for document management?

 

A: SharePoint is one of the fastest document management systems available. Once it is successfully implemented, it saves a lot of time for the companies using them. As a Document Management System, it generally makes it easier to share, manage, change as well as find documentation.

 

Q: Is SharePoint online the same as SharePoint 365?

 

A: SharePoint Online is easily available on Office 365 and it is a collaborative platform which mainly integrates with Microsoft Office and on the other hand SharePoint Online is a component of the cloud-based Office 365, it is easily available as a standalone product.

 

Q: What are the limitations of SharePoint?

 

A: SharePoint Limitations are:-

  • High Costs (Initial & Ongoing) – It shouldn’t be surprising that an enterprise-level product is costly, but a full investment in SharePoint can easily break the budget.
  • Challenging End User Experience
  • Office 365 Licenses Required
  • Complicated Guest User Experience

 

Q: What is the infrastructure required to attend your training program?

 

A: To attend the training session you should have an operational Desktops or Laptops with required specification along with good internet connection to access the labs. 

 

Q: What if I miss a class on a particular day?

 

A: We would always recommend you to attend the live session to practice & clarify the doubts instantly and get more value from your investment. However, if due to some contingency if you have to skip the class Radiant Techlearning would help you with the recorded session of that particular day.  However, those recorded sessions are not meant only for personal consumption and NOT for distribution or any commercial use.

 

Q: How I will be accessing the labs?

 

A: Radiant Techlearning has a data center containing the Virtual Training environment for the purpose of participant’s hand-on-practice. 

Participants can easily access these labs over Cloud with the help of remote desktop connection. 

Radiant virtual labs provides you the flexibility to learn from anywhere in the world and in any time zone. 

Q: What kind of projects are included as a part of training?

 

A: The learners will be enthralled as we engage them the real world and industry Oriented projects during the training program. These projects will improve your skills and knowledge and you will gain better experience. These real time projects, they will help you a lot in your future tasks and assignments.

 

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