Microsoft SharePoint Training Courses in Houston
SharePoint: Site User
In more professional environments today, people work collaboratively in teams. Information technology and applications facilitate this by allowing people to easily share, access, edit, and save information. Microsoft® SharePoint® 2013 is a platform specifically designed to facilitate collaboration, allowing people to use familiar applications and Web based tools to create, access, store, and track documents and data in a central location. In this course, you will learn about and use a SharePoint Team Site to access, store, and share information and documents.
SharePoint is a complex platform with many features and capabilities. A strong understanding of those features and capabilities will allow you to work more efficiently and effectively with SharePoint, and with the documents and data stored in SharePoint. Furthermore, effective use of new social networking capabilities will allow you to identify, track and advance issues and topic most important to you, and collaborate with colleagues more effectively.
This course is designed for existing Microsoft Windows and Microsoft Office users who are transitioning to a SharePoint environment, who will need to access information and collaborate with team members on a Microsoft SharePoint team site.
To ensure your success in your course you should be have basic end-user skills with Microsoft Windows and any or all of the Microsoft Office suite components, plus basic competence with Internet browsing.
Upon successful completion of this course, students will be able to:
- Access and navigate SharePoint content.
- Add, upload, modify, search for, and preview documents in document libraries.
- Add and modify items in lists, configure list views, and filter and group lists.
- Create and update your profile; tag, share, and follow content on your personal sites; and create and manage a personal blog.
- Access, create, save, and manage document versions and synchronize data with Microsoft Office applications.
- Synchronize SharePoint data, work offline, and access data from a mobile device.
Lesson 1: Accessing and Navigating SharePoint Team Sites
- Access SharePoint Sites
- Navigate SharePoint Sites
Lesson 2: Working with Documents, Content, and Libraries
- Upload Documents
- Search for Documents and Files
Lesson 3: Working with Lists
- Add List Items
- Modify List Items
- Configure List Views
- Filtering and Grouping with List Views
Lesson 4: Configuring Your SharePoint Profile
- Update and Share Your Profile Information
- Share and Follow SharePoint Content
- Creating a Blog
Lesson 5: Integrating with Microsoft Office
- Access and Save SharePoint Documents with Microsoft Office
- Manage Document Versions through Office 2013
- Accessing SharePoint Data from Outlook 2013
Lesson 6: Working Offline and Remotely with SharePoint
- Synchronize Libraries, Sites, and MySite and Working Offline
- Working from a Mobile Device
SharePoint: Site Administrator
SharePoint helps people collaborate and use familiar applications and web-based tools to create, access, store, and track documents and data in a central location. SharePoint can also help organizations segment digital information, share information from external sources, archive records, and automate business processes. SharePoint has many features that can help organizations manage the flow of digital information, automate processes, and help organizations manage records. In this course, you will learn how to create, configure, and manage a SharePoint site collection so that your team or organization can collaborate effectively, manage the flow of digital information, automate business processes, and meet records management needs.
SharePoint features are robust and complex. Site collection administrators determine what features and options to make available in SharePoint, and how to configure those features to meet organizational and user needs. By properly implementing these features, users will be able to collaborate effectively, and organizations will save time and money through automation of business processes, fast and efficient retrieval of information, and effective records management.
This course is designed for existing Microsoft SharePoint site collection administrators who will create and manage a group of SharePoint sites, add features at the site collection level, manage workflows, and implement records management features.
Upon successful completion of this course, existing SharePoint site owners will be able to take on administrative responsibility for implementing and managing many site collection features. This includes basic site customization based on business requirements, as well as activation and configuration of site collection-level SharePoint features. Students will NOT be performing back-end SharePoint Foundation or SharePoint Server installation, deployment, or server management, or extensive SharePoint site design.
- Create and configure a site collection.
- Administer site quotas, auditing, and backup.
- Configure the top-level site, including tag clouds, RSS viewers, and document sets.
- Configure site collection metadata.
- Manage archiving and compliance features.
- Create and test a workflow.
- Configure search options.
Lesson 1: Creating and Configuring a Site Collection
- Create a Site Collection
- Set Quotas
- Configure Audit Options
- Back Up Your Site Collection
Lesson 2: Configuring the Top-Level Site
- Add a Cloud Tag Webpart
- Add an RSS Feed to Your Site
- Enable Email Connectivity for a Library
- Create and Configure Document Sets
Lesson 3: Configuring Site Collection Metadata
- Create a New Content Type
- Add Columns to Content Types
- Add a Custom Content Type to a List
Lesson 4: Managing Archiving and Compliance
- Configure Site Polices
- Configure In-Place Records Management
- Configure Information Management Policies
- Configure Content Organizer Rules
Lesson 5: Creating and Testing a Workflow
- Plan a Workflow
- Create and Publish a Workflow
- Test Your Workflow
Lesson 6: Configuring Search
- Configure Search Options
- Search for Content and Set Alerts
SharePoint: Site Designer
SharePoint Designer 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 to easily manipulate workflow shapes. In this course, you will create and publish custom SharePoint workflows without code using SharePoint Designer.
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.
In this course, you will integrate data sources, customize data types, and author workflows in SharePoint Designer to model structured business processes without code.
- Describe SharePoint Designer 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 and the SharePoint Workflow platform.
- Develop workflows in Visio and SharePoint Designer.
- Package and deploy workflow using SharePoint Designer and SharePoint Server.
Lesson 1: Getting Started with SharePoint Designer
- Introduction to SharePoint Designer
- Get Help and Support for SharePoint Designer
Lesson 2: Customizing and Implementing Content Types
- Customize Content Types
- Implement Custom Content Types
Lesson 3: Integrating Data Sources Using SharePoint Designer
- Access Data Sources
- Modify a Data Source in Data View
Lesson 4: Creating Workflows with the Workflow Platform
- Implement the Workflow Platform
- Design a Workflow
Lesson 5: Creating Workflows with SharePoint Designer and Visio
- Design Workflows with Visio
- Transfer a Visio Workflow Design to SharePoint Designer
- Publish a Visio Workflow Design Using SharePoint Designer
Lesson 6: Packaging and Deploying Workflows
- Package Workflows
- Deploy Workflow Packages
SharePoint: Site Owner
SharePoint is a platform designed to facilitate collaboration and allow people to use familiar applications and web-based tools to create, access, store, and track documents and data in a central location. As such, SharePoint has many distinct features that must be enabled and configured, and many content structures that can be selected, added, and configured. In this course, you will learn how to create, configure, and manage a SharePoint Team Site so that your team or organization can share information and collaborate effectively.
SharePoint content structures and configuration options are complex. Site owners must understand what features, options, and content structures are available in SharePoint, and how to properly configure them. With SharePoint sites, features, and content structures properly implemented, users will be able to securely share files, collaborate on documents, and access information they need to work with their colleagues more effectively.
This course is designed for existing Microsoft SharePoint site users who will create and manage a SharePoint site.
Upon successful completion of this course, existing SharePoint site users will be able to create a SharePoint team site and perform basic content management tasks on a single SharePoint site.
- Create and configure new SharePoint sites.
- Add document, asset, and wiki page libraries to sites and configure them.
- Add and configure announcement, task, calendar, contacts, and custom lists.
- Create and implement custom forms.
- Configures Site Settings, site search, and site navigation.
- Assign permissions and access rights to sites, users, and lists and documents.
- Configure content roll-up, and finalize site configuration.
To ensure your success in your course you should be have basic end-user skills with Microsoft Windows any or all of the Microsoft Office suite components, plus basic competence with Internet browsing.
Lesson 1: Creating a New Site
- Create a Site
- Change the Look and Feel of Your SharePoint Site
Lesson 2: Adding and Configuring Libraries
- Configure Document Library for Your SharePoint Team Site
- Configure the Site Assets Library for Your SharePoint Site
- Add and Configure a Wiki for Your SharePoint Site
Lesson 3: Adding and Configuring Lists
- Add an Announcement List
- Add and Configure a Task List
- Add and Configure Contact and Calendar Lists
- Add and Configure a Blog Subsite
- Add and Configure a Custom List to your SharePoint Site
- Customize List Forms
Lesson 4: Configuring Site Settings, Navigation, and Search
- Configure Site Search Options
- Configure Site Administration Settings
- Configure Site Organization and Navigation
Lesson 5: Assigning Permissions and Access Rights
- Sharing Sites and Setting Site Permissions
- Secure Lists, Libraries, and Documents
Lesson 6: Configure Content Roll-up, Summary Links, and Site Map
- Add and Configure the Content Search Web Part
- Add and Configure the Relevant Documents Web Part