55311 : SharePoint Server SE for Power Users

The 55311 : SharePoint Server SE for Power Users 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 Server Subscription Edition. Your goal is to learn how to make SharePoint Server SE relevant to your team by using a site’s 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 study and put theory into practice with hands-on exercises in SharePoint Server SE.

Audience Profile:
The intended audience for this course includes delegates with little to no exposure to SharePoint Server SE, as well as users who have had some engagement with the product and wish to broaden their skill set.

At Course Completion:

• You will be able to describe the features of SharePoint Server SE.

• You will learn how to create and structure team sites, communication sites, hub sites, and a home site.

• You will know how to create rich web pages for displaying interactive content.

• You will understand how to organize content in lists and libraries, utilizing a wealth of features for various use cases.

• You will learn how to automate common business processes and customize digital forms.

• You will be able to manage site security, ensuring users have the right access to the appropriate content.

• You will leverage SharePoint Server SE’s powerful search capabilities to quickly acquire content.

• You will learn how to set up policies for retention, records, and more to manage content across multiple sites.

Prerequisites:

• Proficient in navigating websites.

• Familiar with navigating Windows operating systems and using File Explorer.

Course Outline:

Module 1: An Introduction to SharePoint
Overview:Kick off your journey with SharePoint Server SE by exploring its robust features. Learn how to manage content, create web pages, automate processes, and leverage business intelligence for decision-making.

Lessons:

• What is SharePoint?

• Introducing SharePoint Server SE and SharePoint Online

• What is the cloud and what is on-premises?

• Ownership and access

Lab:

1. Download content pack

   • Download the course content pack

   • Extract the zip file

Outcomes:

• Differentiate between SharePoint cloud and on-premises installations.

• Describe core SharePoint features.

• Understand the various roles needed to manage SharePoint sites.

• Identify suitable candidates for the role of site owner.

Module 2: Creating Sites
Overview:Explore site hierarchy and planning, along with how to use site templates effectively. Learn to create, customize, and manage sites while building intuitive navigation for users.

Lessons:

• Planning your sites

• Central administration

• Web addresses

• Site collections

• Create a new site and site templates

• Team site navigation

• The app bar

• User interface: classic vs modern

• Site contents: classic vs modern

• Create new subsites

• Apply a theme

• Building your navigation

• Hub sites

• Home sites

• Delete sites

Lab:

1. Creating a new site

   • Create a new team site

   • Create a subsite

   • Update the top link bar

   • Customize the site theme

   • Delete and restore a subsite

   • Set up and link a hub site

Outcomes:

• Explain site collections and their management.

• Understand central administration's role.

• Create and manage various site types and templates.

• Implement hub sites for better site organization.

Module 3: Creating and Managing Web Pages
Overview:Learn the various ways to create and update web pages in SharePoint, including best practices for linking pages and utilizing modern features like SharePoint spaces.

Lessons:

• Introducing pages

• Modern SharePoint pages

• Create news and site pages

• Web parts and sections

• Publish, share, and delete pages

• Communication sites

• Classic SharePoint pages

Lab:

1. Designing web pages

   • Create a new news article

   • Implement sections and web parts

   • Publish and share your news

   • Create a communication site

Outcomes:

• Understand the different page types in SharePoint.

• Use web parts to enhance page content.

• Manage and distribute pages effectively within the organization.

Module 4: Apps, Lists, and Libraries
Overview:Explore SharePoint's app capabilities, including lists and libraries. Learn to manage information storage and enhance functionality through marketplace apps.

Lessons:

• Introduction to apps

• Marketplace apps

• Create and manage columns

• Document sets and versioning

• Working with files in a library

Lab:

1. Designing lists and libraries

   • Create a new library and list

   • Set up columns and alerts

   • Use version control for files

Outcomes:

• Identify when to use lists, libraries, or marketplace apps.

• Configure document management settings effectively.

• Recover content using SharePoint tools.

Module 5: Building Processes with Workflows and Forms
Overview:Understand how to automate business processes using workflows in SharePoint. Explore customizing list forms and integrating Power Automate and Power Apps.

Lessons:

• What are business processes?

• Built-in workflows

• Creating and configuring custom workflows

• Customizing list forms

Lab:

1. Building processes with workflows

   • Create and test a new approval workflow

   • Customize a list form

Outcomes:

• Utilize built-in features to automate processes.

• Manage and customize workflows effectively.

• Customize list forms to meet business needs.

Module 6: Customizing Security
Overview:Discover best practices for managing security in SharePoint. Learn how to customize permission levels and effectively manage access to sites and content.

Lessons:

• Managing access to SharePoint

• Setup access requests

• Customize SharePoint security

Lab:

1. Customizing security

   • Share a file with colleagues

   • Create new permission levels and groups

Outcomes:

• Manage user access effectively.

• Customize security settings to align with business roles.

• Modify permission inheritance for enhanced control.

Module 7: Working in Search
Overview:Enhance your understanding of SharePoint’s search capabilities. Learn how to improve search results and promote specific content for better relevance.

Lessons:

• An introduction to SharePoint search

• Search tips and techniques

• Promoting results

Lab:

1. Working with search

   • Conduct various searches within SharePoint

Outcomes:

• Use search filters to refine results.

• Understand keyword indexing and promotion techniques.

• Leverage hub sites for enhanced search functionality.

Module 8: Enterprise Content Management
Overview:Learn about managing content lifecycle and establishing file templates to ensure compliance with organizational standards.

Lessons:

• Managed metadata service

• Content types and policies

• In-place records management

Lab:

1. Enterprise content management

   • Create and deploy content types

   • Set up in-place records management

Outcomes:

• Implement organization-wide content management policies.

• Design and manage content types effectively.

• Understand the use of records centers and management features.