SharePoint Online for Site Owners Masterclass

Course Overview

The goal of this course is to take you from Zero to Hero and provide you with the knowledge required both as an end user and as a site administrator or owner of Microsoft SharePoint sites to understand, use, create, configure and manage SharePoint Sites in Office 365/Microsoft 365.

Note – If you are a ‘back end’ SharePoint Administrator looking for training on the SharePoint Admin Center, you should attend
Mastering SharePoint Online Design, Architecture and Best Practice Administration

This course is a combination of the following two courses:
Mastering SharePoint Fundamentals
Mastering SharePoint Online Site Owners

The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

Day 1
The first day is designed for users who are new or have basic skills with SharePoint and want to understand SharePoint and be able to use SharePoint.

You will discover and understand:

What SharePoint is and how it fits into Microsoft Teams and Microsoft 365
Key benefits of SharePoint
What is a SharePoint Site and what are is the difference between a Team Site and Communication Site
SharePoint Document Libraries and Microsoft Lists
SharePoint Document features including versioning, metadata and co-authoring
SharePoint Pages, News, Events, Spaces
Extended SharePoint functionality via apps
SharePoint permissions and sharing with people inside and outside the organisation
Microsoft Search to discover information within SharePoint and across Microsoft 365

Day 2-5
The next 4 days of this course take you from being a user of a SharePoint Site to being a Site Owner/Site Administrator

You will understand and learn how to create, configure and manage:

What are SharePoint Site Administrators’ roles and responsibilities
SharePoint Evergreen model and how to keep up to date with changes
SharePoint Site Use cases and templates
SharePoint Administrators vs Site Administrators vs Site Owners
Top-Level Site vs Subsite Administration
Creating Sites and Site Designs
Creating, configuring and managing Site Pages
Understanding Lists vs Libraries
Creating, configuring and managing Site Lists
Creating, configuring and managing Site Libraries
Creating, configuring and managing metadata: Site Columns, Content Types, Managed Metadata
Document Sets
Document ID aka Durable links
Creating, configuring and managing Site News
Creating, configuring and managing Site Events
Creating, configuring and managing Site Spaces
Creating, configuring and managing Site Navigation: Site Navigation, Home Sites and Global App Bar
Targeting Content and Navigation using Audiences
Understanding Creating, configuring and managing Hub Sites
Understanding and configuring Site Permissions
Understanding and configuring External Sharing
Creating, configuring and managing Site Libraries
Extending SharePoint Site Functionality using Apps and Features
Understanding and configuring Site Settings

Prerequisites

• • A basic understanding of Windows 10 or higher.
    Experience using Microsoft Edge or equivalent browser.
    Fundamental experience with Office 365/Microsoft 365 is recommended, including Logging in and navigation around Office 365/Microsoft 365.
    A basic knowledge of Office applications (Word, Excel, Outlook).
    
    Dual monitor setup is required when attending this course via Virtual Classroom delivery methods.
    
    Before you book, check that you meet the Cisco WebEx system requirements and run a test meeting to ensure the software is compatible with your firewall settings and ensure that you have passed all pre-course tests. If you have any questions, contact our Virtual team. Learn more about our Virtual Classrooms.

Course Content

• Day 1

  Module 1: What is SharePoint?
  Understanding Office 365 – Optional
  Office 365 vs Microsoft 365
  SharePoint Start Page
  SharePoint Myths and Misunderstandings
  Isn’t SharePoint just a part of Microsoft Teams?
  Key Benefits of SharePoint
  SharePoint – continual updates
  Module 2: Understanding SharePoint Sites
  SharePoint Sites Overview
  SharePoint Site Branding
  Understanding SharePoint Site Types
  SharePoint Team Sites
  Understanding Microsoft 365 Groups
  SharePoint Communication Sites
  Module 3: Understanding SharePoint Site Components
  Understanding SharePoint Pages
  Understanding Site Navigation
  Understanding SharePoint Spaces
  Understanding SharePoint Site Contents
  Understanding Site FunctionalityModule
  4: SharePoint Security – Because Sharing is Caring
  Sharing Communication Sites
  Sharing Team Sites
  Sharing Folders and Files
  Module 5: Where’s my Stuff? Finding Things in SharePoint
  Microsoft Search Predictive Results
  Search Results Page Features
  Bing Integration
  Advanced Searches – KQL
  Module 6: SharePoint Site Settings

• Day 2-5

  Module 1: Introduction to SharePoint Administration
  SharePoint Site Administration
  How to keep up to date with changes?
  What’s new in SharePoint
  SharePoint Intrazone
  SharePoint Pitstop - Monthly
  SharePoint Community Site
  Microsoft 365 RoadMap
  SharePoint Use Cases
  Site Templates
  Module 2: Site Administration
  SharePoint Administrators vs Site Administrators vs Site Owners
  Top-Level Site vs Subsite Administration
  Creating a Site (Top-Level)
  Creating a Team Site
  Creating a Communication Site
  Site Designs
  Creating a Subsite
  Module 3: Site Pages
  Creating and Managing Site Pages
  Adding a page
  Page Sections
  SharePoint Page Web Parts
  Page Editing
  HTML Field Security
  Modern Page Publishing
  Page Scheduling
  Promoting a page
  Page Comments
  Page Branding/Themes
  Site/Page Header Options
  Site/Page Footer Options
  Page Analytics
  SharePoint Page performance
  SharePoint Intranet Resources and Best Practices
  Module 4: Lists and Libraries
  SharePoint Site Content
  SharePoint Lists
  SharePoint Document Libraries
  Lists and Library Confusion
  Creating and Managing Lists
  When should I use a SharePoint List?
  SharePoint Site Administrator List Tasks
  Creating Lists
  Customizing Lists
  Creating/Editing/Deleting Columns (Metadata)
  Planning Columns/Metadata
  The Goldilocks formula for columns/metadata
  Column Validation
  Editing and deleting columns
  Column Conditional Formatting
  SharePoint List Views
  Creating/Editing/Deleting List Views
  Configuring List Forms
  Microsoft Lists Rules
  Microsoft Lists Alerts
  Microsoft Lists Settings
  Microsoft Lists Versioning
  Microsoft Lists Advanced Settingso
  Microsoft Lists Ratings
  Deleting/Restoring Lists and List Items
  Microsoft Lists Resources
  SharePoint Document Libraries
  SharePoint Site Administrator Document Library Tasks
  Creating Document Libraries
  Customizing Libraries
  Configuring Library Settings
  Deleting/Restoring Documents and Document Libraries
  Site Columns
  Module 5: Content Types
  Site Content Types
  Creating Content Types
  Gotcha - Enabling Site Level Content Types
  Adding Site Content Types
  Changing Existing List/Document Content Types
  Content Type gotcha
  Document Library File Template Management
  Module 6: Document Sets
  Document Sets
  Enable the Document Set Feature
  Adding a Document Set Content Type to a library
  Document Set Settings
  Document Set Content Types
  Document IDs, AKA Durable Links
  Ways to View and Utilize Document IDs
  Module 7: Metadata and Folders
  SharePoint Managed Metadata
  Term Groups Term Sets and Terms
  Term Store Groups and Permissions
  Term Synonyms and Language Translations
  Using Managed Metadata
  Folders vs. Metadata
  Folders
  Metadata
  Using Folders and Metadata Together
  Module 8: News and Events
  News Posts
  Creating News Posts
  Creating News Posts
  Creating News posts
  Edit a News Post
  Removing a News Post
  News Web Part
  News Digests
  Events
  Module 9: SharePoint Spaces
  Understanding SharePoint Spaces
  Creating, configuring and managing SharePoint Spaces
  Module 10: Navigation in SharePoint
  SharePoint Site Navigation
  Team Site Navigation
  Communication Site Navigation
  Web Part Navigation Options
  SharePoint App Bar and Global Navigation
  Customization of App Bar Global Navigation
  Site Navigation Updates and Documentation
  Audience Targeting
  Targeting Events
  Targeting News
  Targeting Navigation Links
  Targeting Documents
  Module 11: Administering Hub Sites
  Hub Sites
  Hub Site Benefits
  Configuring Hub Sites
  Associating Sites to a Hub Site
  Hub Site Approval Flow (Power Automate)
  Hub Site Permissions Sync
  Hub Site Limitations
  Module 12: SharePoint Security
  SharePoint Security
  SharePoint Site Permissions vs Microsoft 365 Group Security
  SharePoint Modern Team Sites and Microsoft 265 Groups
  Microsoft 365 Security Model
  Microsoft 365 Group access vs SharePoint Site Sharing
  SharePoint Site Access Requests
  SharePoint Site Security Components
  Permission levels
  SharePoint Groups
  Default SharePoint Groups
  Custom SharePoint Groups
  SharePoint Group Best Practice
  Permission Inheritance
  Breaking Inheritance
  Checking Permissions
  Applying SharePoint Security
  SharePoint Site (Collection) Administrators Permissions
  Granting Permissions
  Site Permissions
  Sharing SharePoint Components
  Sharing a Site
  Sharing a Document Library/List
  Outlook External Sharing Link Features
  Folder and Item Advanced Permissions
  Item level QR Codes
  Modifying and Removing Permissions
  SharePoint Permissions Best Practice
  SharePoint External Sharing
  Authenticated External User sharing
  Authenticated External User Site Management
  Authenticated External User Link Management
  SharePoint External Sharing Alerts, Auditing, and Reporting
  SharePoint Guest Expiration (Spoiler alert– nothing to do with Guests)
  Module 13: Customising SharePoint using Apps and Features
  SharePoint Apps
  SharePoint Store
  App Requests and Approval
  SharePoint App Licensing
  SharePoint App Licensing – Classic App ‘gotcha’
  SharePoint Features
  Module 14: Site Settings
  Site Settings
  Communication vs Team Sites Site Settings
  Site Settings Gotcha
  Regional Settings
  Language Settings
  User Alerts
  Storage Metrics
  Microsoft Search settings

Included with this course

• • Comprehensive course materials and exercises