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SharePoint 2013 Site Owner - Beginner

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Course Overview

This course is designed to teach students an overview of SharePoint Site Owner roles and responsibilities. Students will learn to add and configure sites, create and configure libraries and lists, create and customize columns, and manage content types. Students will also learn to manage permissions and permission levels, create and modify site pages and work with navigation and regional settings.

Course Objectives

The Role of the Site Owner, Adding and Configuring Sites, Creating and Configuring Libraries, Creating Lists, Creating and Managing Content Types, Managing Permissions, Creating and Modifying Site Pages, Working with Navigation and Regional Settings, Unique Site Permissions, Creating and Customizing Columns, Creating and Modifying Views

Course Outline

1 - Introduction

  • Introduction

2 - The Role of the Site Owner

  • The Role of the Site Owner

3 - Adding and Configuring Sites

  • Working with Collaboration Site Templates
  • Using the Team Site Template to Create a Subsite
  • Using the Project Site Template to Create a Subsite
  • Using the Blog Site Template to Create a Subsite
  • Using the Community Site Template to Create a Subsite
  • Understanding Site Settings
  • Customizing the Look of a Site
  • Changing a Site's Title, Description, Logo or URL

4 - Creating and Configuring Libraries

  • Adding Apps
  • Creating a Document Library
  • Reviewing Library Settings
  • Creating a Picture Library
  • Deleting and Restoring a Library
  • Changing Name and Quick Launch Settings
  • Modifying Library Versioning Options
  • Adding or Removing the Check Out Feature
  • Overriding a Checked Out Document
  • Adding Enterprise Keywords
  • Allowing Folder Creation in Libraries or Lists
  • Adding or Removing the Sync Library Feature
  • Using Content Approval for a Library
  • Using Content Approval with an Alert for a Simple Workflow

5 - Creating Lists

  • Creating Lists
  • Reviewing List Settings
  • Deleting and Restoring a List
  • Creating a Calendar List
  • Using Group Calendar Options
  • Creating a Task List
  • Creating an Announcements List
  • Creating a Links List
  • Creating a Contact List
  • Creating a Survey
  • Creating an Issue Tracking List
  • Creating a List from an Excel Worksheet
  • Creating a Custom List
  • Using a Three a State a Workflow
  • Changing a List Name or Description
  • Controlling Who Can View and Edit Items
  • Adding or Removing Versioning
  • Using the Add Attachments Feature for a List
  • Using the Quick Edit Feature
  • Restoring Items from the Recycle Bin

6 - Creating and Modifying Views

  • Changing or Modifying the Default View
  • Creating Public Views
  • Creating a Grouped Library or List View
  • Creating a Flat Library View

7 - Creating and Customizing Columns

  • Understanding SharePoint Columns
  • Adding an Existing Site Column
  • Creating a Site Column
  • Modifying, Renaming, or Deleting a Site Column
  • Creating a List or Library Column
  • Modifying or Renaming a Column
  • Adding or Renaming Using Quick Edit
  • Removing a Column
  • Creating a Text Column
  • Creating a Choice Column
  • Creating a Number Column
  • Creating a Currency Column
  • Creating a Date and Time Column
  • Creating a Lookup Column
  • Creating a Calculated Column
  • Reordering Columns in a List or Library

8 - Creating and Managing Content Types

  • Exploring Content Types
  • Creating a Custom Content Type
  • Creating a Custom Document Template
  • Implementing a Custom Content Type
  • Adding Multiple Content Types
  • Changing the Default Document Type
  • Removing a Content Type
  • Creating a Document Set
  • Modifying a Content Type

9 - Managing Permissions

  • Understanding Permissions
  • Editing and Creating Level Privileges
  • Understanding Default Permission Groups
  • Viewing Existing Groups and Group Permissions
  • Changing Permission Levels for a Group
  • Viewing, Adding, or Removing Users from a Group
  • Creating New SharePoint Groups
  • Changing a Group Name or Group Owner
  • Adding a SharePoint Group
  • Removing a SharePoint Group
  • Adding an Individual to a Site
  • Removing or Editing Permission Levels
  • Checking Individual Site Permissions
  • Granting Access Using the Share Option
  • Changing the Default Share Group

10 - Unique Site Permissions

  • Creating Unique Permissions for a Site
  • Removing Unique Site Permissions
  • Using Unique Permissions for a List or Library
  • Removing Unique Permissions in a List or Library
  • Using Unique Permissions for Documents and Folders
  • Removing Unique Permissions for Documents or Folders

11 - Creating and Modifying Site Pages

  • Working with Pages in SharePoint
  • Modifying or Adding Text to a Page
  • Understanding Web Parts and App Parts
  • Creating a Page on SharePoint
  • Adding a Page to the Quick Launch
  • Adding the Excel Web Access Web Part
  • Adding Documents to Web Part

12 - Working with Navigation and Regional Settings

  • Changing Regional Time and Work Week Setting
  • Inheriting Top Links Navigation
  • Adding Links to the Top Links Bar
  • Changing Top Links Name or URL
  • Deleting a Link from the Top Links Bar
  • Changing the Order of the Links
  • Adding a Link to the Quick Launch Area
  • Deleting a Link from the Quick Launch Area
  • Reordering Links in the Quick Launch Area
  • Adding Tree View

13 - Conclusion

  • Course Recap