SharePoint Foundation & Designer

SharePoint Foundation & Designer
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SharePoint Designer

Microsoft® SharePoint® Designer 2013 provides a code-free environment to access data types and build custom SharePoint applications. It allows rapid development of SharePoint workflows to meet a company’s specific needs. Before SharePoint Designer, most custom SharePoint applications were created with Microsoft® Visual Basic®. SharePoint Designer simplifies the process with a no-code interface that can be integrated with Microsoft® Visio® 2013 to easily manipulate workflow shapes. In this course, you will create and publish custom SharePoint workflows without code using SharePoint Designer 2013.

  • Microsoft SharePoint Designer

    Course Specifications

    Course Length: 

    1 day

    Course Description

    Overview:

    Microsoft® SharePoint® Designer 2013 provides a code-free environment to access data types and build custom SharePoint applications. It allows rapid development of SharePoint workflows to meet a company’s specific needs. Before SharePoint Designer, most custom SharePoint applications were created with Microsoft® Visual Basic®. SharePoint Designer simplifies the process with a no-code interface that can be integrated with Microsoft® Visio® 2013 to easily manipulate workflow shapes. In this course, you will create and publish custom SharePoint workflows without code using SharePoint Designer 2013.

    Course Objectives:

    In this course, you will integrate data sources, customize data types, and author workflows in SharePoint Designer 2013 to model structured business processes without code.

    You will:

    • Describe SharePoint Designer 2013 and its features, benefits, and support options.
    • Customize and configure content types to ensure data consistency across lists and libraries.
    • Access and modify data sources from a SharePoint site.
    • Create a workflow with SharePoint Designer 2013 and the SharePoint 2013 Workflow platform.
    • Develop workflows in Visio 2013 and SharePoint Designer 2013.
    • Package and deploy workflow using SharePoint Designer 2013 and SharePoint Server 2013.

     

    Target Student:

    This course is designed for advanced Microsoft SharePoint site owners and administrators who want to integrate data sources, customize content types, and automate common tasks using workflows.

    Prerequisites:

    To ensure your success in this course, you should be a site owner and/or administrator of Microsoft SharePoint 2007, 2010, or 2013. You should have experience with designing and maintaining a SharePoint site. The Microsoft® SharePoint® Foundation 2013: Site Administrator course is helpful, but not required. You can obtain this level of skill and knowledge by taking the following Logical Operations course:

    • Microsoft® SharePoint® Foundation 2013: Site Owner

    Course-specific Technical Requirements

    Software

    Each student computer will need the following software:

    • Microsoft® Windows® 8, 64 bit (includes Internet Explorer 10)
    • Microsoft® SharePoint® Designer 2013, 64-bit
    • Microsoft® Visio® Professional 2013, 64-bit

    The instructor computer will need the following software:

    • Microsoft® Windows Server® 2012 (includes Internet Explorer 10)
    • Microsoft® SharePoint® Server 2013 (single server with a built-in database installation)
    • Microsoft® SQL Server® 2008 Express R2 RTM, 64-bit (new instance required for data source connections)
    • Microsoft® Workflow Manager 1.0 (server installation that is not part of a SharePoint 2013 farm and uses HTTP communication)
    • Microsoft® SharePoint® Designer 2013, 64-bit
    • Microsoft® Visio® Professional 2013, 64-bit

    Course Content

    Lesson 1: Getting Started with SharePoint Designer 2013

    Topic A: Introduction to SharePoint Designer

    Topic B: Get Help and Support for SharePoint Designer

    Lesson 2: Customizing and Implementing Content Types

    Topic A: Customize Content Types

    Topic B: Implement Custom Content Types

    Lesson 3: Integrating Data Sources Using SharePoint Designer

    Topic A: Access Data Sources

    Topic B: Modify a Data Source in Data View

    Lesson 4: Creating Workflows with the Workflow Platform

    Topic A: Implement the Workflow Platform

    Topic B: Design a Workflow

    Lesson 5: Creating Workflows with SharePoint Designer and Visio

    Topic A: Design Workflows with Visio 2013

    Topic B: Transfer a Visio Workflow Design to SharePoint Designer

    Topic C: Publish a Visio Workflow Design Using SharePoint Designer

    Lesson 6: Packaging and Deploying Workflows

    Topic A: Package Workflows

    Topic B: Deploy Workflow Packages

  • Microsoft® SharePoint® Foundation : Level 1

    Course Specifications

    Course length: 2.0 day(s)

    Course Description

    Course Objective: You will use, create, and edit content in a team site. You will also create and perform basic management of a team site using SharePoint Foundation 2010.

    Target Student: This course is designed for individuals who will need to access information on a Microsoft SharePoint team site or for individuals who may need to create and manage a team site.

    Course Objectives

    Upon successful completion of this course, students will be able to:

    • identify basic functions of collaboration technology and Microsoft SharePoint Foundation 2010 team sites.
    • add and modify list items and work with list views.
    • add, edit, and share documents across libraries and wikis.
    • communicate and collaborate with team members.
    • work remotely with SharePoint content.
    • customize your SharePoint environment.
    • create a team site.
    • perform basic site administration.

    Course Content

    Lesson 1: Introducing Microsoft® SharePoint® Foundation 2010

    Topic 1A: Describe Microsoft SharePoint Foundation 2010
    Topic 1B: Describe the Team Site Interface Elements

    Lesson 2: Working with Lists

    Topic 2A: Add List Items
    Topic 2B: Modify List Items
    Topic 2C: Change List Views

    Lesson 3: Working with Libraries

    Topic 3A: Add Documents to a Library
    Topic 3B: Edit Library Documents
    Topic 3C: Share Documents Across Libraries
    Topic 3D: Create Wiki Pages
    Topic 3E: Request Access to SharePoint Content

    Lesson 4: Communicating with Team Members

    Topic 4A: Participate in a Discussion Board
    Topic 4B: Contribute to Blogs
    Topic 4C: Collaborate via the People and Groups List

    Lesson 5: Working Remotely with SharePoint Content

    Topic 5A: Access SharePoint Content from Mobile Devices
    Topic 5B: Work Offline with SharePoint Content in Microsoft Office 2010
    Topic 5C: Work Offline with Shared Calendars

    Lesson 6: Customizing Your SharePoint Environment

    Topic 6A: Customize Personal and Regional Settings
    Topic 6B: Personalize the Page View with Web Parts
    Topic 6C: Create an Alert
    Topic 6D: Subscribe to an RSS Feed

    Lesson 7: Creating a Team Site

    Topic 7A: Create a Site
    Topic 7B: Create a List
    Topic 7C: Create a Library
    Topic 7D: Create a Discussion Board
    Topic 7E: Create a Survey

    Lesson 8: Performing Basic Site Administration

    Topic 8A: Manage Users and Groups
    Topic 8B: Manage Site Look and Feel
  • Microsoft® SharePoint® Foundation 2010: Level 2

    Course Specifications

    Course length: 2.0 day(s)

    Course Description

    Course Objective: You will manage site collections and site components as a site collection administrator and as a site administrator.

    Target Student: This course is designed for individual contributors or departmental staff in a variety of job roles, such as administrative assistants, functional or operations managers, with basic SharePoint skills, and who have the responsibility for managing SharePoint sites as an enabling technology within their workgroups, not necessarily IT tech professionals.

    Prerequisites: The following Element K course or equivalent experience is required:

    Microsoft® SharePoint® Foundation 2010: Level 2

     Course Objectives

    Upon successful completion of this course, students will be able to:

    • brand a site collection.
    • manage lists in a site collection.
    • manage document libraries.
    • manage form libraries in a site collection.
    • manage content structures in a site collection.
    • manage a workflow.
    • manage indexing and searching options.
    • enable offline work with SharePoint sites using SharePoint Workspace 2010.
    • manage a SharePoint application using Central Administration.
    • manage user access.
    • manage security options in Microsoft SharePoint Foundation 2010.
    • manage site usage.
    • perform site maintenance.

    Course Content

    Lesson 1: Branding a Site Collection

    Topic 1A: Describe the SharePoint Site Hierarchy
    Topic 1B: Create a Custom Look and Feel for a Site Collection
    Topic 1C: Create a Custom Site Layout

    Lesson 2: Managing Lists

    Topic 2A: Perform Calculations on List Data
    Topic 2B: Create Custom Lists
    Topic 2C: Customize List Settings

    Lesson 3: Managing Libraries

    Topic 3A: Perform Advanced Operations on a Library
    Topic 3B: Create a Library Template

    Lesson 4: Managing Form Libraries

    Topic 4A: Create a Form Library
    Topic 4B: Customize a Form Template Using InfoPath

    Lesson 5: Managing Content Structures

    Topic 5A: Create a Content Type
    Topic 5B: Apply Content Types

    Lesson 6: Managing Workflows

    Topic 6A: Add a Default Workflow
    Topic 6B: Create a Custom Workflow

    Lesson 7: Working with Indexing and Searching

    Topic 7A: Index Content
    Topic 7B: Enable Search Options

    Lesson 8: Working Offline Using SharePoint Workspace 2010

    Topic 8A: Synchronize a SharePoint Site on the Local Computer
    Topic 8B: Perform Offline Operations on a SharePoint Site

    Lesson 9: Managing SharePoint Applications Using Central Administration

    Topic 9A: Create a Site Collection
    Topic 9B: Administer a Site Collection
    Topic 9C: Administer a Web Application

    Lesson 10: Managing User Access

    Topic 10A: Manage Permissions
    Topic 10B: Describe Authentication Modes

    Lesson 11: Managing Site Security

    Topic 11A: Set Web Part Security
    Topic 11B: Set Antivirus Options
    Topic 11C: Manage Blocked File Types

    Lesson 12: Managing Site Usage

    Topic 12A: Set Site Collection Quotas and Locks
    Topic 12B: Monitor Site Usage

    Lesson 13: Managing Site Maintenance

    Topic 13A: Recover Lost Information
    Topic 13B: Perform a Granular Backup
    Topic 13C: Restore a Granular Backup
    Topic 13D: Perform a Farm Backup
    Topic 13E: Restore a Farm Backup

    Appendix A: Accessibility Features
    Appendix B: Microsoft OneNote Integration with SharePoint
    Appendix C: Permission Categories
    Appendix D: File Types That Cannot Be Added to a List or Library
    Appendix E: Creating a Master Page

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