SharePoint Training Courses

This basic SharePoint training course is aimed at anyone who will be working within the SharePoint environment, either as a user or an administrator. The training provides practical, hands-on instruction which introduces delegates to core SharePoint features, concepts and techniques, such as team sites, lists, libraries and the creation and customization of site content. At the end of the training, delegates will be given three months free online access to the SharePoint sites on which they worked during the course, so that they can continue practicing and learning.

SharePoint Basics

What is SharePoint?, SharePoint products, Connecting to SharePoint, SharePoint roles

Site Basics

Site collections, top-level sites and sub-sites, Team sites, Navigating in a team site, Accessing a SharePoint site, Viewing site contents, Viewing site settings, Changing your site’s title, description, and logo

Site Design

Branding your site, Changing the look and feel of a site, Changing the navigation tree view settings, Editing the Quick Launch bar on a nonpublishing site, Editing the Top Link bar on a nonpublishing site, Editing publishing site navigation, Saving a site as a template

List and library essentials

Add an app on SharePoint, Add an app from the SharePoint Store, Create a list or library, Delete a list or library, Adding and editing list items, Deleting and restoring list items, Creating list columns, Editing and deleting list columns, Add a validation rule to a column, Add a validation rule to a list, Sorting and filtering lists, Creating and selecting a list view, Sorting or filtering a list view, Organizing items by using folders

Working with Documents

Create a document library, Opening and saving Office documents, Uploading and creating documents in the library, Drag multiple documents to a library, Upload multiple files with Explorer, Checking documents in and out, Sharing documents, Moving documents, Working with copies, Using your SkyDrive, Syncing a document library to your computer

Editing SharePoint Pages

Understanding app parts, Adding an App Part to a page, Adding Web Parts to a wiki page, Adding Web Parts to a Web Part page, Editing Web Part properties, Add a list to a page, Displaying images in web parts, Creating a wiki page, Creating a Web Part page

Using SharePoint with Office 2013

Connecting SharePoint libraries to Office, Connecting SharePoint calendars to Outlook, Archiving Outlook email in SharePoint, Importing a spreadsheet into SharePoint, Exporting data from a SharePoint list to Excel, Exporting an Excel table to SharePoint

Searching for information

Creating a Search Center, Searching from a Search Center, Preparing your site for search, Associate a Search Center to your site, Searching site content, Search from the Home page of a site, Search within a document library, Using search refinement, Filter results by using search refiners, Previewing search results in Search Center, Preview documents, Preview videos, Using advanced search, Working with search alerts, Setting your search preferences, Promoting search results, Excluding document libraries and lists from search, Exclude site columns from search, Export your search configuration, Import your search configuration

Using My Site and social networking

Introducing My Site, Open your My Site, Editing your user profile, Uploading content, Following a person, Stop following a person, Searching for people to follow, Search for a person by name, Search for a person by keyword, Updating your status, View the status of a colleague, Using your note board, Add a tag to a document, Mention a colleague, Who has mentioned me?, Create a new task, Highlight important tasks, Customizing tasks views, Edit the My Tasks settings, Synchronize My Tasks with Outlook

Collaborating with blogs

Creating a blog site, Create a personal blog site from your SharePoint profile, Changing your blog picture, Changing your blog description, Using categories to organize your blogs, Managing blog posts, Create a blog post, Publish a blog post that was previously saved as a draft, Add a comment, View, edit, or delete comments, Subscribing to a blog’s RSS Feed, Using desktop blogging tools to publish blog posts, Publish a blog post by using Microsoft Word

This advanced SharePoint training course is aimed at users and administrators with some experience of working within the SharePoint environment. The training provides practical, hands-on instruction which allows delegates to explore and understand some of SharePoint’s more complex features, concepts and techniques, such as content types, user information policies, workflows, security and business intelligence centres. At the end of the training, delegates will be given three months free online access to the SharePoint sites on which they worked during the course, so that they can continue practicing and learning.

Customising lists

Using the Import Spreadsheet app, Customizing a library, Creating a custom view, Creating a dynamic view, Working with calendar views, Viewing Exchange calendars in SharePoint, Changing settings for files and libraries, Changing settings for items and lists, Using asset libraries and rich media

Customising document libraries

Customizing document templates, Modify the document template for a document library, Modify the document template for a content type, Require document check out on a library, Display the check out status in a document library, Configuring documents with document IDs, Configure document ID settings, Locate the document ID on a document, Using the Find By Document ID Web Part, Configuring document sets on a site, Configuring document sets on a document library, Outlook 2013 and SharePoint, OneNote 2013 and SharePoint, Excel 2013 and SharePoint, Word 2013 and SharePoint, PowerPoint 2013 and SharePoint, InfoPath 2013 and SharePoint, Access 2013 and SharePoint, Visio 2013 and SharePoint

Content Types

Browsing through content types, Creating a new content type, Associating document templates with content types, Working with media, Introducing the Asset Library app, Create an asset library, Uploading and tagging media files, Organizing by using keywords and metadata, Enable Enterprise Keywords, Working with video files, Capture a thumbnail from the video, Use an image from your computer as a thumbnail, Use a picture from a web address (on the Internet) as a thumbnail, Associate related content to a video file, Using SharePoint assets in Microsoft Office, Connect an asset library to Office, Adding media to a SharePoint page, Insert an image from SharePoint, Insert video on a SharePoint page

SharePoint Workflows

Workflow basics, Using out-of-the-box workflows, Associating workflows with lists, Associate a workflow with a list, Associating workflows with content types, Starting workflows on documents, Checking the status of a running workflow, Creating a list workflow in SharePoint Designer, Edit an existing list workflow, Introducing Microsoft Visio integration with SharePoint workflows, Visio Visual Designer, Switching to the Visual Designer, Creating workflows in Visio 2013, Importing Visio workflows into SharePoint Designer, Creating workflows with SharePoint Designer 2013

Using information management policies

Introduction to information management policies, Types of information management policies, Information management policy inheritance, Accessing site content type information management policies, Accessing list information management policies, Access library-based information management policies, Creating content type retention policies on a library, Setting library or folder-based retention schedules, Create an audit policy on a site content type, Create an audit policy within a list or library, Viewing an audit report

Working with Project Schedules

Creating a project schedule by using a tasks list, Create a project task list, Adding tasks, Add a task to a timeline, Viewing tasks in a Gantt Chart, Configure Gantt columns, Adding multiple tasks and subtasks, Update multiple tasks in a standard view, Add subtasks, Creating a calendar list, Switch calendar views, Scheduling events on the calendar, Using the issue tracking list, Create an issue tracking list, Configure issue categories, Creating a discussion board, Participating in a discussion, Start a discussion thread, Reply to a discussion thread, Rating discussions, Mark a Best Reply to a post, Connecting a discussion to Microsoft Outlook, Synchronizing project tasks with Microsoft Project, Synchronize Project with a tasks list, Map synchronization fields

Community portals and sites

Creating a community site site collection, Creating a community site subsite, Adding moderators to community sites, Adding users to community sites, Sharing your community site, Joining an open community site, Managing your community settings, Working with categories, Working with badges, Assigning badges to members, Enabling site-wide reputation tracking, Viewing badges and reputation scores for a member, Creating and editing discussions, Replying to a discussion, Searching for discussions, Tracking discussions in progress, Set an alert on a discussion, Managing replies, Moderating discussions, Reviewing posts submitted for moderation

Security within SharePoint 2013

Understanding SharePoint security, View site permissions, Adding people to groups, Creating groups, Granting permissions to an individual, Inherit parent permissions, Breaking permission inheritance, Granting access to lists, libraries, and individual items, Grant access to individual items, Remove a user from a group, Remove a group’s site permissions, Edit site permissions for an individual or group, View permissions on a library or list, Check permissions for an individual or group

SharePoint Server Business Intelligence Features

SharePoint business intelligence basics, Creating a business intelligence centre, Preparing a workbook for sharing with Excel services, Sharing a workbook using an Excel Web Access part

This course shows users, who are familiar with the basics of SharePoint, how to customise the default appearance of SharePoint sites. Delegates will first learn how to use composed looks to make quick changes; how to use the Design Manager; how to design custom master pages and customise navigation; and how to create page layouts; how to use the Snippet Gallery; and how to work with page layouts and content types.

Getting Started

Overview of SharePoint branding, Tools and techniques, HTML, CSS and JavaScript, Responsive web design

Editing Sites and Pages in SharePoint

Creating web pages, Editing web pages, Creating a new site, Setting site permissions, Enabling anonymous site access, Team sites and publishing sites, Enabling publishing on a site, Editing pages on a publishing site

Using SharePoint’s own branding tools

Composed looks, Choosing a composed look, Modifying a composed look, Modifying navigation on a team site, Creating a term set for custom navigation, Modifying navigation on a publishing site

Using SharePoint Designer

Opening SharePoint Sites in SharePoint Designer, Applying a custom master page, Creating a custom color palette, Using the SharePoint Color Palette tool, Creating custom composed looks

Using Design Manager with an External Editor

Overview of SharePoint’s Design Manager, Mapping the Master Page Gallery to a local drive, Benefits of using Expression Web, Benefits of using Dreamweaver, Converting an HTML file into a master page, Publishing a site master page, Assigning a master page to a site, Creating a design package, Making changes a published master page

Using the Snippets Gallery

Snippets and the Snippet Gallery, Adding a snippet to a master page

Page Layouts and Content Types

Overview of page layouts and content types , Creating a custom content type , Built-in page layouts, Custom page layouts, Creating a page layout based on a content type , Using page layout snippets, Editing a page layout , Creating multiple versions of a page layout , Creating new pages based on page layouts

This basic InfoPath training course is aimed at users and administrators with some experience of working within the SharePoint environment. The training provides practical, hands-on instruction on the creation, optimisation and distribution of InfoPath’s XML-based forms. At the end of the training, as well the exercise files, delegates will be given three months free online access to the SharePoint sites on which they worked during the course, so that they can continue practicing and learning.

InfoPath Designer 2013 Basics

Why use an InfoPath form?, What does InfoPath do for my lists?, Why use InfoPath forms in workflows?, How does InfoPath integrate with my data?, InfoPath versus web controls and web parts, What is the InfoPath web part?, InfoPath 2013 versions, Opening InfoPath files, Starting InfoPath Designer 2013, Using the InfoPath Designer interface

Form Controls

Understanding the use of form controls, What are input controls?, What are object controls?, What are container controls?, Organizing a template with sections, Changing data binding for a control, Using text controls, Using rich text controls, Using date pickers, Using lists boxes, Using bulleted and numbered list controls, Using check boxes, Using option buttons, Changing a control’s type

Repeating and Optional Sections

Using repeating tables, Using repeating sections, Using optional sections, Using choice controls, Page Designs and Views, Change the current view name, Create a new view, Change the default view, Make a view read-only, Prevent a user from selecting a view, Use a view for printing, Use a different layout for your form, Use a theme for your form, Add headers/footers to your form, Insert a table layout into your form, Modify a table layout in your form

Object Controls

Using the file attachment control, Using the hyperlink control, Calculating a value with form data, Using the picture controls

Using Functions

Use the SharePoint url functions, Calculate a future date, Get the current SharePoint user, Remove leading and trailing spaces from a field value, Remove all spaces from an entry, Default a blank amount to zero, Calculate the sum of all items, Determine a count of the items entered, Obtain a portion of an entered string, Add years to a date preserving the month and day

Form Rules

Hide or show controls based on a selected option, Format an entry based on a condition, Implement a validation rule, Add an action rule to a button, Use rules for form submission, Use rules for form loading, Validate data entry using patterns

SharePoint List Forms

Use a Form to Create a SharePoint List, Modify the Form of an Existing SharePoint List, Set Your List Form Template Back to the Default Form

Creating Browser Forms

Understanding browser, or thin-client, forms, Checking a template for use in a browser, 10. Finishing a Template, Checking spelling, Testing a template

Creating templates

Creating a template from scratch, Previewing and printing a form, Saving a template, Importing Word and Excel forms, Selecting a page layout template, Adding and formatting a layout table, Choosing a theme, Inserting a logo or other picture, Inserting an online image, Checking spelling, Testing a template

Submit and Publish to SharePoint

Publishing InfoPath templates in SharePoint, Enable your form for submission, Understanding submit options, Understanding security and publishing, Configure email submission, Publish your form to email, Using Quick Publish, Configure SharePoint library submission, Publish your form to a SharePoint library, Publishing a form to a SharePoint list

This two day advanced InfoPath training course is aimed at experienced SharePoint users and administrators who are familiar with the basics of InfoPath. The training provides practical, hands-on instruction on the more advanced aspects of InfoPath, including data connections, SharePoint workflow integration, digital signatures and template parts. At the end of the training, as well the exercise files, delegates will be given three months free online access to the SharePoint sites on which they worked during the course, so that they can continue practicing and learning.

Data Connection Essentials

Understanding data connections, Creating a data connection to a SharePoint list, Creating a list or combo box based on an XML file

Advanced Data Techniques

Use data from a database, Convert an infoPath connection to a SharePoint connection file, Use data from a SharePoint data connection file, Use data from a (SOAP) web service, Populate a drop-down list with data, Populate a drop-down list with data based on another selection (cascading drop-down), Display a repeating table from a SharePoint list

Advanced Templates

Creating and using template parts, Importing an Excel form, Importing a Word form, Creating a template based on an XML or schema file

Digital Signatures

Understanding digital signatures, Enabling digital signatures in a form, Using digital signatures in a form, Applying a developer digital signature in a form

InfoPath Form Web Parts

Add an InfoPath form web part to a sharepoint web part page, Create a master/detail display form for sharepoint lists, Expose form fields as web part connection parameters, Create a form to send data to web parts

Using Forms in SharePoint Workflows

Create a sharepoint workflow for a form library, Include a link to the form in an email, Add a task to the workflow, Perform workflow actions based on form values, Perform one workflow action or another (but not both), Get a user from a people/group picker control, Customize the task form, Add form parameters used when starting your workflow

Enhancing the User Experience

Display a read-only value, Compact sections of fields/controls, Configure dynamic sections, Make screen tips informative for validation, Notify the user of successful submission, Create a tabbed navigation in your form, Use pictures as choices

Using Template Parts to Create Reusable Form Components

Creating a new template part, Add common data connections, Add common controls, Add common fields, Save your form template part, Add your template part as a custom control, Use your template part as a control, Change the name of your custom control, Change the icon of your custom control