Microsoft Sharepoint 2013 Bootcamp
4 Days
I. Understanding SharePoint 2013
- What is SharePoint?
- Changes from Previous Versions
- New Features in 2013
- Installing SharePoint 2013
- Hardware Requirements
- Software Requirements
- Architectural Changes from 2010
- Best Practices
- Upgrading to SharePoint 2013
- Upgrade Requirements
- The Upgrade Procedure
II. Understanding SharePoint Governance
- What is Governance
- Creating a Governance Road Map
- Define your Vision and Objectives
- Identify your Technical Requirements
- Identify your Business Requirements
- Identify Risks and Concerns
- Understanding you Audience
- Governance Best Practices
- Planning your Deployment
III. Administration of SharePoint
- The Central Administration Tool
- Capabilities
- Limitations
- Initial SharePoint Configuration
- Service Configuration
- Backup and Recovery
IV. Understanding SharePoint Hierarchies
- The Four Content Levels
- Site Collections
- Sites
- Lists and Libraries
- Folders
- Managing Content
- Site Collections
- Sites
- Creating Site Collections
- Creating SharePoint Sites
- Working with Site Settings
- Security and Permissions
- Understanding SharePoint Security
- Inherited and Unique Permissions
- Customizing User Roles
Hands-On Lab:
- Creating SharePoint Sites
- Working with Site Settings
V. Collaboration and Socialization with SharePoint 2013
- User Profiles
- Synchronizing with Active Directory
- User Profile Synchronization
- Modifying Profile Attributes
- Creating User Profiles
- My Sites
- Understanding My Sites
- Customizing My Sites
- Searching for Coworkers
- SharePoint's Collaborative Features
- Blogging
- Micro-Blogging
- Status Updates
- Document Sharing and Collaboration
Hands-On Lab:
- Exploring You're My Site and Profile
- Collaborating and Socializing with SharePoint
VI. SharePoint Communities
- What are Communities?
- Creating Communities
- Community Membership
Hands-On Lab:
- Exploring the Community Portal
- Building a Community
- Adding Community Members
- Managing SharePoint Communities
VII. Working with SharePoint Lists
- What are SharePoint Lists?
- Columns
- Items
- Views
- Out-of-the-Box Lists
- Creating Lists
- Working with Lists
- Custom Lists
- Importing Lists from Excel
- Creating Custom Lists from Scratch
- Extending List Functionality
- List Settings
- Creating Columns
- Creating Views
Hands-On Lab:
- Creating SharePoint Lists
- Working with Lists
- Extending List Functionality
VIII. Working with SharePoint Libraries
- What are Libraries?
- Understanding the Out-of-the-Box Templates
- Document Libraries
- Form Libraries
- Picture Libraries
- Slide Libraries
- Report Libraries
- Working with Libraries
- Uploading Documents to Libraries
- Working with Library Documents
- Check-In/Check-Out
- Version Control
- Customizing Document Libraries
- Customizing Metadata
- Creating Custom Views
Hands-On Lab:
- Creating SharePoint Libraries
- Working with Libraries
- Extending Library Functionality
IX. Site Tools and Content Customization
- Content Types
- What are Content Types?
- Examining Default Content Types
- Creating Content Types (List Content Types vs. Library Content Types)
- Content Type Settings
- Managed Metadata
- What is Managed Metadata?
- Creating Managed Metadata
- Utilizing Managed Metadata
- Document Sets
- What are Document Sets?
- Advantages of Document Sets
- Creating Document Sets
Hands-On Lab:
- Creating Content Types
- Modifying Content Types
- Using Content Types
- Updating the Managed Metadata Term Store
- Using Managed Metadata
- Creating and Using Document Sets
X. Understanding the New SharePoint Designer
- What is SharePoint Designer?
- Using SharePoint Designer
- Modifying Site Settings
- SharePoint Customizations
- Working with Data Views
Hands-On Lab:
- Working with SharePoint Designer
- SharePoint Customizations
- Working with Data Views
XI. SharePoint Web Parts
- What is a Web Part?
- Working with Web Parts
- Adding and Removing Web Parts
- Customizing Web Parts
- Editing Pages in SharePoint
- Web Parts and SharePoint Designer
- Data View Web Parts
- What are Data View Web Parts?
- Using Alternative Data Sources
Hands-On Lab:
- Creating SharePoint Pages
- Editing SharePoint Pages
- Using and Modifying Web Parts
XII. InfoPath Form Services
- What is InfoPath?
- Working with InfoPath
- Designing Forms with InfoPath 2013
- Understanding Form Design Elements
- Understanding Form Controls
- Publishing InfoPath forms to SharePoint
- SharePoint Lists
- SharePoint Libraries
- Submitting InfoPath Form Results
- Implementing Workflows to Process InfoPath Forms
Hands-On Lab:
- Designing InfoPath Forms
- Publishing Forms to SharePoint
- Using InfoPath Forms in SharePoint
XIII. SharePoint Workflows
- What are Workflows?
- Why Use Workflows?
- Determining the Need for Custom Workflows
- Changes in the Workflow System
- SharePoint Workflow Templates
- Collecting Feedback and Digital Signatures
- Approval Workflows
- Creating Custom Workflows with SharePoint Designer
- Workflow Initiation and Variables
- Understanding Conditions
- Workflow Actions
- Reusable Workflows
Hands-On Lab:
- Working with SharePoint's Built-In Workflows
- Creating Custom Workflows
XIV. Working with Business Intelligence
- What is Business Intelligence?
- Business Intelligence Considerations
- Understanding SharePoint's Capabilities
- Business Intelligence Benefits
- Challenges and Limitations
- Excel Services
- Excel Services Capabilities
- Report Libraries
- The Excel Web Access Web Part
- Key Performance Indicators
- KPI Lists
- KPI Web Parts
- Charting with SharePoint
- The SharePoint Chart Web Part
- Connecting Charts to Data
- Changing Appearance Properties
- Introduction to Visio Services
- Visio Services Overview
- Publishing Visio Documents
- Introduction to Access Services
- Access Web Services Overview
- Working with Access Databases
- Using SharePoint's Built-in Databases
- Business Connectivity Services
Hands-On Lab:
- Using Excel Services
- Creating and Using Status Indicators
- Using the SharePoint Charting Web Part
XV. Business Connectivity Services
- What are Business Connectivity Services?
- Why Use BCS?
- Example Uses for BCS
- Understanding the Elements of BCS
- Working with BCS Data
Hands-On Lab:
- Working with BCS to Display information from External Applications
- Linking SharePoint Data to BCS
- Site Definitions and Templates
- What is a Template?
- What is a Definition?
- Understanding the Included Templates
- Customizing Site Templates
- Customizing List and Library Templates
- SharePoint Themes
- Changing SharePoint's Theme
- Creating Customized Themes
- Master Pages
- What are Master Pages?
- Resetting a Site to its original Master Page
- Editing Master Pages
- Page Layouts
- Working with page layouts
- Editing a page layout
- Navigation
- Quick Launch Bar
- Top Link Bar
- Customizing Navigation
Hands-On Lab:
- Creating and Applying SharePoint Themes
- Customizing a Master Page
- Creating and Modifying SharePoint Templates
**Course Outline subject to change. **