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SharePoint 2013 Features and Customization  


Hands-On Technology Transfer

SharePoint 2013 Features and Customization seminar agenda print utility



Familiarity with Windows 7 and/or Windows 8 operating system. Basic understanding of shared folders, drive maps and NTFS permissions.


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Seminar Summary:

This hands-on course thoroughly covers out-of-the-box features of SharePoint and how to customize these features to make the most of your SharePoint environment. The course begins with an overview of SharePoint system architecture, then moves on to creating SharePoint web applications, site collections and sites.  (see full course description)


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Training Course Syllabus:

SharePoint 2013 Features and Customization

This hands-on course teaches students how to deploy, configure, manage and customize the SharePoint 2013 environment. The course begins with a thorough overview of "out-of-the-box" features, and then moves on to SharePoint administration using PowerShell and Central Administration. The course also covers security issues and an introduction to advanced design techniques.

Students learn how to generate new sites using built-in templates,as well as how to create sites from scratch. Popular content components are also covered, including wikis, blogs, team sites, web databases and meeting workspaces.

Included are techniques for using built-in lists to promote information sharing, as well as the creation of custom lists. Document and file management are also covered, including content approval settings, document versioning, and document check-out/check-in. Co-authoring of MS-Office documents is also covered.

Students will learn how to use built-in workflows, as well as how to create custom workflows using SharePoint Designer. Designer will also be used to define custom master pages and cascading style sheets (CSS) to enhance the look and feel of SharePoint sites. SharePoint Server integration with Reporting and Analysis Services is also covered. This includes how to display database records on SharePoint sites using Business Connectivity Services (BCS). Using PerformancePoint Services to create reporting "dashboards" is also introduced.

Finally, SharePoint social networking features are reviewed. This includes how to configure My Sites, which allows users to manage their own web site content. Also demonstrated are the Tags and Notes feature which allows users to "like" and comment on SharePoint web content. Synchronization of Active Directory user profiles with SharePoint is also covered.

Comprehensive hands on exercises include creation of common SharePoint components such as lists, libraries, blogs, calendars, wikis, announcements and tasks. Students will add custom pages to their SharePoint sites and build navigation systems. Students will also practice implementing business rules and content access permissions. Content security and integrity are emphasized throughout.

Course Prerequisites: Familiarity with Windows 7 and/or Windows 8 operating systems. Basic understanding of Windows user logon accounts and passwords. Basic understanding of shared file and folder access and NTFS permissions.

Installation and Architecture

  • SharePoint Server Hardware Prerequisites

  • Steps to Install and Configure SharePoint

  • Complete Overview of the SharePoint Server Architecture

  • Introduction to the Central Administration Utility

SharePoint Sites

  • SharePoint Sites Overview

  • Creating and Managing Web Applications

  • Creating and Managing Site Collections

  • Browsing Popular Site Templates

  • Creating Sites to Support Teams

  • Understanding and Using SharePoint Web Databases

  • Using Quota Templates to Manage Site Sizes

  • Using Managed Paths to Control URLs

  • Setting up Navigation Systems

  • Importing and Exporting Sites

Effectively Using Lists and Libraries

  • Creating and Customizing Lists and Libraries

  • Using Lists for Information Sharing

  • Supporting File Sharing with Libraries

  • Creating Shared Calendars, Task Lists, Announcements and Other Lists

  • Creating Custom Lists From Scratch and Lists Based on Spreadsheets

  • Creating and Using Surveys

  • Adding Custom Columns to Lists and Libraries

  • Importing Spreadsheets into SharePoint Lists

  • Configuring Content Approval and DocumentCheck-In/Check-Out

  • Managing Major and Minor Document Versions

  • Creating Multiple Views of Lists and Libraries

  • Setting Validation Rules for Lists and Libraries

  • Importing and Exporting Lists and Libraries

Automating Business Rules with Workflows

  • Using Built-in Workflows

  • Configuring Auto-Start Workflows

  • Creating Custom Workflows in SharePoint Designer

  • Managing, Editing and Deleting Workflows

Pages and Web Parts

  • Adding Additional Pages to Sites

  • Understanding SharePoint´s Built-in Web Parts

  • Adding Web Parts to Sites

  • Using Web Parts to Display Content on SharePoint Sites

  • Customizing Web-Parts and Pages

  • Creating Wiki Pages, Publishing Pages and Web-Part Pages

  • Creating Site Navigation Systems

Managing Site Appearance

  • Using SharePoint Designer to Edit Sites

  • Managing Master Pages and Cascading Style Sheets (CSS)

  • Creating and Applying Custom Master Pages

  • Managing CSS Using SharePoint Designer

  • Linking Custom CSS Files to Sites

  • Safely Removing Unwanted Features From Sites

Microsoft Office Integration

  • Understanding SharePoint´s Integration With MS-Office

  • Configuring Office Documents for Co-authoring

  • Displaying MS-Outlook Content

  • Setting Up Shortcuts to SharePoint Libraries

  • Managing Document Sets

Database Integration with Business Connectivity Services (BCS)

  • Understanding Business Connectivity Services (BCS)

  • Displaying Database Records on SharePoint Sites

  • Updating Database Content From SharePoint Lists

  • Storing Login Credentials in the Secure Server Store

Web Application, Site Collection and Site Administration

  • Using Central Administration to Manage Farms

  • Creating, Configuring and Securing Web Applications

  • Monitoring the Health of SharePoint Environments

  • Managing SharePoint Databases

  • Enabling and Disabling Common Site Collection and Site Features

  • Securing Sites, Lists and Libraries

  • Managing User Access at Multiple Levels

  • Configuring Offline Availability

  • Understanding and Configuring Content Caching

SharePoint Administration Using PowerShell

  • Understanding PowerShell

  • Execute PowerShell cmdlets (“Command-Lets”)

  • Setting up Remote PowerShell Connections to SharePoint Servers

  • Getting Syntax Help For PowerShell cmdlets

  • Automating Common Administrative Tasks

  • Administering Remote SharePoint Servers

Data Recovery (Backup and Restore)

  • Understanding SharePoint´s Data Recovery Options

  • Backing Up and Restoring Farms

  • Backing Up and Restoring Site Collections and Sites

  • Importing and Exporting SharePoint Sites, Lists and Libraries

  • Using PowerShell to Perform Backup and Restore Operations

SharePoint´s Social Networking Features

  • Understanding and Administering My Sites

  • Managing the My Sites Infrastructure

  • Using Tags and Notes

  • Integrating and Synchronization of My Sites with Active Directory User Profiles

  • Understanding Best Practices for SharePoint Social Networking

Business Intelligence Integration with Performance Point Services

  • Understanding SharePoint Server´s Business Intelligence (BI) Support

  • Enabling and Configuring PerformancePoint Services

  • Creating Dashboard Sites

  • Displaying SQL Server Reporting Service´s Reports (SSRS) on SharePoint Sites

  • Creating and Displaying Key Performance Indicators (KPIs)

  • Defining and Displaying KPI Scorecards

  • Connecting to SQL Server Analysis Services Cubes

Seminar Summary:

This hands-on course thoroughly covers out-of-the-box features of SharePoint and how to customize these features to make the most of your SharePoint environment. The course begins with an overview of SharePoint system architecture, then moves on to creating SharePoint web applications, site collections and sites.  (see full course description) seminars and training is a member of the Seminar News Network and Training News Network Copyright 2008-2014.

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