Power Users
Instructor led training with hands-on labs
This 4-day course will teach you how to build powerful SharePoint 2013 business solutions without having to engage in any custom development. You will be amazed exactly how far you can take things with SharePoint 2013 just using the out-of-the-box features and functionality. This course has been specifically designed for business users using SharePoint 2013 in either the Office 365 environment or in an on-premises environment. You will complete all lab exercises for this course using the browser and SharePoint Designer 2013.
The first day of the course introduces you to new features and gets you up to speed on the new app-centric user interface of SharePoint Server 2013. You will learn how to customize lists and documents libraries by creating and adding site columns and contents types. You will also learn how to change the appearance of a SharePoint 2013 site using the new Composed Looks feature and you will also see what's involved with branding all the pages in a SharePoint 2013 site collection using a custom master page.
This course will teach you how to use InfoPath 2013 to customize the forms behind a SharePoint list and to publish a custom InfoPath form to Forms library in a SharePoint 2013 site. You will learn about changes to the workflow architecture in SharePoint 2013 and discover a new sense of power when creating custom workflows in SharePoint Designer 2013. You will also learn about the backward compatibility support integrating new SharePoint 2013 workflows together with existing workflow which have been migrated from SharePoint 2010.
This course spends time teaching you how to configure and build business solutions on top of the essential service applications that are included with SharePoint Server 2013 such Business Data Connectivity Services (BCS), the Managed Metadata Service, the User Profile Service, the SharePoint 2013 Search Service and Excel Services. You will additionally learn what's new in Web Content Management (WCM) and publishing sites in SharePoint 2013 such as cross-site publishing and the new branding tool known as Design Manager. The course concludes with an examination of the techniques and strategies used to build reporting solutions with SharePoint 2013. You will learn how to how to leverage the integration between SQL Server Reporting Services (SSRS) and SharePoint 2013 which make it possible to create and deploy reports in SharePoint sites using the Report Builder utility.
Attendees should have a solid technical background and comfort level working with complex systems. Prior SharePoint experience is highly recommended.
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Course Code NCS2013:
SharePoint 2013 No-code
Solutions for Office 365
and On-premises
SHAREPOINT 2013 FOR THE POWER USER AND SOLUTIONS BUILDER
4 DAYS
AUDIENCE
FORMAT
COURSE
DESCRIPTION
STUDENT
PREREQUISITES
Course Modules
1. Getting Started with SharePoint 2013 2. Site Customization in SharePoint 2013 3. Site Customization using SharePoint
Designer
4. Creating Custom Forms using InfoPath 2013
5. Workflow in SharePoint 2013 6. Business Connectivity Services 7. Working with ECM and Managed
Metadata
This module explains the new features and architectural changes that have been introduced to the platform with SharePoint 2013. You will learn about the difference between using SharePoint 2013 in an Office 365 environment versus using SharePoint 2013 in an on-premises environment. The module also explains why building business solutions with a no-code approach works equally well across both environments. The module concludes with an exploration of the new SharePoint 2013 team site and demonstrates new ways in which to change a site's appearance.
Topics Covered
• SharePoint 2013 Overview
• Office 365 versus SharePoint On-premises • Strategies for Building No Code Solutions • Working with Team Sites in SharePoint 2013 • Working with Composed Looks
Hands-on Lab: Getting Started with Team Sites in SharePoint 2013
• Exercise 1: Create a new Team Site in Central Administration • Exercise 2: Learn to get around in the new App-Centric user interface • Exercise 3: Working with Lists and Items in SharePoint 2013 • Exercise 4: Customize site appearance using Composed Looks
This module focuses on site customization that can be accomplished in SharePoint 2013 using the browser. You will learn how to use the new SharePoint 2013 user interface to configure important site settings and to create essential site elements such as pages, lists, document libraries and child sites. You will also learn how to customize lists and document libraries by creating and managing custom site columns and content types. The module concludes with an in-depth look building solutions to manage large numbers of documents through the use of document sets.
Topics Covered
• Creating and Managing Apps
• Working with Site Columns and Content Types • Customizing Lists and Views
• Working with Documents and Document Sets
Hands-on Lab: Customizing a SharePoint Site using the Browser
• Exercise 1: Create and manage Apps • Exercise 2: Import content to create a new list
• Exercise 3: Customize a list using site columns and content types • Exercise 4: Create a document library which supports document sets
The module begins with a high-level introduction to SharePoint Designer 2013 and discusses how you will use this tool to customize sites, create custom workflows and connect to external data sources. You will also see how easy SharePoint Designer 2013 makes things when you need to customize a site by creating new list and pages and customizing their appearance using CSS and custom rendering. You will also be shown an approach for branding SharePoint 2013 sites using a custom master page.
Topics Covered
• SharePoint Designer 2013 Overview • Creating and Managing Site Elements • Creating and Editing site Pages • Working with Custom Master Pages
Hands-on Lab: Customizing a SharePoint Site using SharePoint Designer 2013
• Exercise 1: Get Started with SharePoint Designer 2013 • Exercise 2: Create and Customize Lists
• Exercise 3: Add Content by Creating Site Pages • Exercise 4: Work with a Custom Master Page • Exercise 5: Add Custom JavaScript Code To Your Pages
This module focuses on InfoPath 2013 and its integration with SharePoint 2013. You will learn how InfoPath 2013 can be used to replace the standard edit form for a SharePoint list with a custom InfoPath form designed to improve the user experience. You will also learn about the possibilities and techniques for creating custom InfoPath forms based on hierarchical data which can be published to a site in SharePoint 2013 using a Forms library.
Topics Covered
• InfoPath 2013 Overview • Creating InfoPath Forms • Understanding Rules and Controls • Using Secondary Connections
• Publishing InfoPath Forms to a Forms Library • Uploading a Reusable Info Form
Hands-on Lab: Creating and Deploying InfoPath Forms
• Exercise 1: Create a New InfoPath Form
• Exercise 2: Customize an InfoPath Form with Secondary Connections • Exercise 3: Publish an InfoPath Form using a SharePoint 2013 Forms Library • Exercise 4: Uploading a Reusable InfoPath Form
The module begins by explaining the drastic differences between the new SharePoint 2013 workflow architecture compared to what existed in SharePoint 2010. The good news is that all these underlying changes to the workflow architecture have also brought about dramatic improvements to the design process of creating custom workflows in SharePoint Designer 2013. You will learn about the new support for stages, looping, assigning tasks and calling to web services across the network. The module will also explain the backwards compatibility support which allows you to integrate new SharePoint 2013 workflows together with older custom workflows which have been migrated from SharePoint 2010.
Topics Covered
• SharePoint 2010 Workflow Architecture • SharePoint 2013 Workflow Architecture • Advantages to using SharePoint 2013 Workflows • Creating Workflows with SharePoint Designer • Deploying and Reusing Custom Workflow Logic
Hands-on Lab: Creating Workflows in SharePoint 2013
• Exercise 1: Create a Custom SharePoint 2010 Workflow • Exercise 2: Create a Custom SharePoint 2013 Workflow • Exercise 3: Adding Looping Logic to a SharePoint 2013 Workflow • Exercise 4: Calling Across the Network from a SharePoint 2013 Workflow • Exercise 5: Creating and Deploying Reusable Workfloww
In this module you will learn about the architecture of Business Data Connectivity Services (BCS) which allows you to configure read/write connections to backend data sources such as SQL Server databases and line of business systems (e.g. SAP, PeopleSoft). You will learn how to create external content types using SharePoint Designer 2013. You will also learn several different ways to surface backend data from an external content type using external lists, the Business Data Web Parts and external data columns. The module also discusses the new BCS support for creating external content types based on external data sources that expose their data using the OData protocol.
Topics Covered
• BCS Architecture
• Creating External Content Types • Working with External Content Types • Connecting to OData Data Sources
Hands-on Lab: Working with External Data using Business Connectivity Services
• Exercise 1: Create an External Content Type
• Exercise 2: Create an External List from an External Content Type
• Exercise 3: Use the Business Data Web Parts to Display External Content Types • Exercise 4: Add a Business Data column to a document library
This module introduces the Enterprise Content Management (ECM) features in SharePoint 2013 which are all built on top of the Managed Metadata Service. You will learn how to create hierarchical term sets (aka taxonomies) using the Metadata Manager. You will additionally learn how to configure lists and document libraries with Managed Metadata columns so that users can use the metadata from a term set to tag items and documents. The module will discuss how to create a master set of site columns and content types which can be synchronized across site collections using the content type syndication feature. This module also covers other essential topics related to records management and eDiscovery. As you will see, Microsoft has invested a considerable amount of effort into the new eDiscovery features in SharePoint 2013 which makes it possible to find and perform common operations on large sets of documents and content such as exporting or printing.
Topics Covered
• Managed Metadata Service
• Creating Term Sets with Managed Metadata • Configuring Content Types Syndication • Records Management in SharePoint 2013 • eDiscovery Center
Hands-on Lab: Working with the Managed Metadata Service
• Exercise 1: Create New Term Sets using the Metadata Manager • Exercise 2: Create a Document Library with Managed Metadata Columns • Exercise 3: Configure Content Type Syndication
• Exercise 4: Create and Configure an eDiscovery Site
This module introduces the social networking features in SharePoint 2013 and explains how these features are built on top of the User Profile Service. You will learn how to extend user profiles by adding custom properties. You will also see how custom properties can be used to configure the audience targeting feature to personalize page views. The module also takes an in-depth look at the new structure of the MySite in SharePoint 2013 and explains how to use new social networking features for sharing documents as well as following the activities of people, sites, documents and conversations.
Topics Covered
• Understanding the User Profile Service • Extending User Profiles with Custom Properties • Exploring the SharePoint 2013 MySites • Sharing Documents and Content • Following People, Sites and Documents
Hands-on Lab: Working with User Profiles and MySites
• Exercise 1: Configure the User Profile Service • Exercise 2: Extend User Profiles with Custom Properties • Exercise 3: Personalize Page Views using Audience Targeting • Exercise 4: Explore the SharePoint 2013 MySite
• Exercise 5: Sharing Documents and Content • Exercise 6: Following People, Sites and Documents
This module explains how Microsoft combined SharePoint Search from SharePoint 2010 together with FAST Search to create a single, unified search platform with the new Search Service in SharePoint 2013. The module provides an in-depth examination of the new search platform’s architecture and its content processing pipeline. You will learn the fundamentals of configuring the Search Service including creating content sources and running crawls. The module also explains how to use advanced Keyword Query Language (KQL) syntax to execute queries based on managed properties. You will learn how to extend the search schema of the Search Service to promote custom sites columns used in lists and libraries to be managed properties so they can be used to execute KQL queries and to configure the refinement panel on a search results page. You will also learn how to leverage new features in the SharePoint 2013 search service such as result sources, query rules and result types.
Topics Covered
• SharePoint 2013 Search Architecture • Configuring the Search Service • Executing Queries using KQL
• Understanding Result Sources and Result Types • Creating Custom Query Rules and Result Types
Hands-on Lab: Creating Custom Solutions using the SharePoint 2013 Search Service
• Exercise 1: Configure the SharePoint Search Service • Exercise 2: Execute Queries using Managed Properties • Exercise 3: Customize the Refinement Panel • Exercise 4: Create Custom Query Rules • Exercise 5: Define a Custom Search Result
MODULE 07:
Working with ECM
and Managed
Metadata
This module introduces the Web Content Management (WCM) architecture of SharePoint 2013 and explains how all the WCM features are made available through the use of publishing sites. You will learn how to create and add pages to a publishing site that uses the new metadata-driven navigation scheme. You will also learn the fundamentals of managing content in a publishing site in terms of content pages, topic pages and page layouts. You will learn how to take advantage of new publishing features in SharePoint 2013 such as using Design Manager to import a new look and feel as well as working with channels, renditions, cross-site publishing and the Content by Search web part.
Topics Covered
• Publishing Sites in SharePoint 2010 • Understanding Metadata-driven Navigation • Topic Pages, Content Pages and Page Layouts • Creating a Custom Brand with Designer Manager • Cross-site Publishing using a Product Catalog • Understanding Channels and Renditions
Hands-on Lab: Working with a SharePoint 2013 Publishing Portal
• Exercise 1: Create a new Publishing Portal using Central Administration • Exercise 2: Add Pages and Configure Metadata-driven Navigation • Exercise 3: Use Design Manager to Integrate a new Look and Feel • Exercise 4: Create a Custom Page Layouts
• Exercise 5: Configuring Cross-site Publishing
This module examines the architecture of Excel Services and teaches you how to use Microsoft Excel to publish Excel workbooks which are accessible to users through the browser. You will also learn about the benefits and techniques involved with finer-grained publishing of Excel items such as worksheets, charts and tables. This module will teach you how to publish Excel workbooks with Pivot Charts and Pivot reports which rely on server-side connections to external data sources such cubes in SQL Server Analysis Services (SSAS). You will also learn how to take advantage of the new features in SharePoint 2013 that allow you to publish a workbook with an Excel table that is exposed as an OData data source.
Topics Covered
• Excel Services Architecture • Publishing Workbooks • Publishing Charts and Tables
• Exposing Excel Tables as OData Data Sources • Creating Pivot Charts and Pivot Reports
Hands-on Lab: Working with Excel Services 2013
• Exercise 1: Publish an Excel Workbook using Excel Services • Exercise 2: Publish a Chart and an Excel table as Individual Items • Exercise 3: Expose an Excel Table as an OData Data Source
• Exercise 4: Create an Excel Pivot Chart by Connecting to a Table in SQL Server
Reporting has as often been an overlooked aspect of the SharePoint platform. This module begins with an overview of the different options you can use to build a custom reporting solution in the SharePoint 2013 environment. The module then focuses on leveraging the enhanced integration between SQL Server Reporting Services (SSRS) and SharePoint 2013 to create a strategy for building custom reports that are made available to users through a SharePoint site. You will learn how to use the Report Builder utility to create connections to data and to design professional-looking reports using content in SharePoint sites as well as external content in a SQL Server database.
Topics Covered
• SharePoint 2013 Reporting Overview • Understanding SQL Server Reporting Services • Creating SSRS Reports using Report Builder • Configuring SSRS Connections
• Publishing SSS Reports to a Dashboard
Hands-on Lab: Creating SharePoint Reports using SQL Server Reporting Services
• Exercise 1: Configure SQL Server Reporting Services
• Exercise 2: Create a new Report on a SharePoint List using Report Builder • Exercise 3: Create a new Report on a SQL Server table using Report Builder • Exercise 4: Create a an Aggregate Report
