Microsoft Sharepoint courses

BSG Training - delivering ICT Training Solutions for you

Target Audience: This course is designed for a person who has an understanding of project management concepts, who is responsible for creating and modifying project plans, and who needs a tool to manage these project plans.

Prerequisites: A basic understanding of Windows XP or later versions. Experience using Internet Explorer or equivalent browser. A basic knowledge of Office applications (Word, Excel, Outlook)

In 1 day Delegates will learn to:

• Explain how SharePoint can help create a collaborative working environment
• Recognise site structure and the SharePoint building blocks
• Find information and people in a SharePoint site
• Work with SharePoint Apps
• Sort and filter items in a list or library App
• Use a document library for collaborative working
• Share a team calendar and contact list
• Connect people to lists and libraries using Outlook
• Control document editing using Check In / Check Out

Module 1 - Understanding Sharepoint

• Working with SharePoint
• SharePoint Structure
• The Ribbon

Module 2 - Library Apps

• Document Library App
• Picture Library App
• Working with Documents
• Sorting and Filtering Items
• Working with Views
• Auditing Items

Module 3 - Sharepoint Apps

• Understanding Apps
• Creating Apps
• Calendar App
• Task App
• Working with Items

Module 4 - Content Management

• Using Alerts and RSS Feeds
• Check Out / Check In
• Document Versioning
• Connecting to Microsoft Outlook
• What is Co-Authoring?
• Co-Authoring in Microsoft Word and PowerPoint

Module 5 - Connecting To Content

• Finding content and People
• Access SharePoint from Office
• Using Office Web Apps
• Share and Sync Content

Module 6 - Managing My Site

• What Is Social Computing
• My Site
• Microblogging, Hashtags & Mentions
• Newsfeeds, Tags & Notes
• Following
• Working with OneDrive for Business

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BSG Training - delivering ICT Training Solutions for you

Target Audience: The goal of this course is to provide you with the basic skills required by an end-user of Microsoft SharePoint Server 2013. The course provides a hands-on experience, with a series of self-guided exercises integrated into the training.

Prerequisites: A basic understanding of Windows XP or later versions; Experience using Internet Explorer or equivalent browser; A basic knowledge of Office applications (Word, Excel, Outlook).

In 1 day Delegates will learn to:

• Explain how SharePoint can help create a collaborative working environment
• Recognise site structure and the SharePoint building blocks
• Find information and people in a SharePoint site
• Work with SharePoint Apps
• Sort and filter items in a list or library App

Module 1 - Understanding SharePoint

• Working with SharePoint
• SharePoint Structure
• The Ribbon

Module 2 - Library Apps

• Document Library App
• Managing Documents
• Viewing and Editing Documents
• Working with Items/Documents within a List/Library
• Working with Views
• Auditing Items

Module 3 - Sharepoint Apps

• Understanding Apps
• Creating Apps
• Calendar App
• Task App
• Working with Items

Module 4 - Content Management

• Using Alerts
• RSS Feeds
• Check Out / Check In
• Document Versioning
• Working Offline
• Document collaboration and co-authoring

Module 5 - Connecting To Content

• Find Information or People
• Accessing SharePoint from Office
• Sharing in SharePoint

Module 6 - Managing My Site

• Understanding My Site
• My Site Features
• OneDrive

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BSG Training - delivering ICT Training Solutions for you

Target Audience: The goal of this course is to provide you as an end user with the knowledge to use the more advanced tools of Microsoft SharePoint 2013. Users of this level commonly create content, but also the content containers or apps to meet team needs. These actions are the fundamentals for anyone who will progress to being a team site owner or manager. The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

Prerequisites: A good understanding of Windows; Experience using Internet Explorer 9 / 10 or equivalent browser; Experience with Microsoft SharePoint 2013 equivalent to Microsoft SharePoint 2013 Introduction. A good knowledge of Office 2013 applications (Word, Excel, Outlook).

In 2 days Delegates will learn to:

• Manage Document and Meeting Workspaces.
• Work with a Blog Site
• Manage custom lists
• Import data from and Excel Worksheet into a Custom List
• Customise List and Library settings such as e-mail and versioning settings
• Apply Reports Dashboards to Business data
• Create a custom Workflows
• Edit Web pages and Web Parts.

Module 1 - Sites and Workspaces

• The SharePoint Structure
• Managing Sites
• Workspaces

Module 2 – Advanced Apps

• Project Tasks
• Discussion Boards
• Surveys
• Custom Lists

Module 3 – Manage Columns

• Define Columns
• Lookup Columns
• Calculated Columns
• Managed metadata columns
• Metadata Integrity
• Rating Settings

Module 4 – Sharing Content

• Principals of Sharing
• Sharing Objects
• Manage Share Requests
• Managing Copies of Files

Module 5 – Workflows

• Understanding Workflows
• Workflow Administration
• Managing Workflows

Module 6 – Editing Web Pages

• Content Pages
• Manage Web Pages
• Web Parts
• Hyperlinks
• Images

Module 7 – Business Data Reports

• Report Library
• Excel Workbook Reports
• Status Indicators
• Design the Dashboard

Module 8 - Content Administration

• List and Library Settings
• Versioning Settings
• Incoming E-mail settings

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BSG Training - delivering ICT Training Solutions for you

Target Audience: This course is aimed at end users, knowledge workers and managers who have the responsibility to create automated business processes within SharePoint Sites. This course is not aimed at a technical audience but end users will appreciate some technical background information.

Prerequisites: A basic understanding of Windows XP, Vista, Windows 7 or Windows 8; Experience using Internet Explorer or an equivalent browser; Experience with or have attended the Microsoft SharePoint 2013 Skills for End User Site Administrators; Has an understanding of what is expected of them by their organisation on what business systems or processes need automation.

In 2 days Delegates will learn to:

• Work with existing SharePoint workflows.
• Create and Manage Lists and Libraries using SharePoint Designer.
• Create List workflows using both the 2010 and 2013 workflow templates.
• Understand workflow best practice.
• Create workflow tasks and build initiation forms.
• Use workflows to manipulate data in your site.
• Enable a 2013 workflow to run a 2010 workflow as a sub-workflow.
• Add custom list menu or ribbon commands to run workflows.

Module 1 - Introduction to Workflows

• What are Workflows?
• The Out of the Box (OOTB) Workflows Available in SharePoint
• Working with the Approval OOTB Workflow
• Managing a Workflow
• Limitations of Using Built In Workflows

Module 2 - Principles of using SharePoint Designer

• Opening your site in SharePoint Designer
• The SharePoint Designer 2013 Interface
• Working with Lists and Libraries using Designer
• Adding and Editing List Columns

Module 3 - List Workflows using the SharePoint 2010 Workflow Template

• Why use workflows based on the 2010 Workflow Template?
• The Workflow Interface in SharePoint Designer
• Creating a List Workflow
• Using the Workflow Editor Interface
• Use Variables and Workflow Lookup Data within a Send an Email Action
• Publishing a Workflow
• Running a Workflow

Module 4 - List Workflows using the SharePoint 2013 Workflow Template

• The SharePoint 2013 Workflow Infrastructure
• Creating a Workflow based on the SharePoint 2013 Workflow Template
• The SharePoint Designer 2013 Workflow Interface
• Working with Stages in a SharePoint 2013 Workflow
• Conditions
• Actions
• Using the Transition to Stage feature
• Additional Features

Module 5 - Workflow Tasks and Initiation Forms

• Workflow Task Actions
• The Assign a To-Do Item Task (2010 Template)
• The Collect Data from a User Task (2010 Template)
• Creating Cross List Lookups using Workflow Variables
• The Assign a Form to a Group Task (2010 Template)
• In Sequence and Parallel Tasks
• Tasks Assigned to a SharePoint Group
• The Assign a Task Action (2013 Template)
• Using Custom Initiation Forms

Module 6 - Utilising Data in Workflows

• Using Calculations in Workflows
• Update Data in the Current List
• Look Up Data from Other SharePoint Lists
• Create Items in Other SharePoint Lists
• Update Data in Other SharePoint Lists
• Copy and Delete Data
• Obtain User Profile Data
• The SharePoint Workflow Interop

Module 7 - Creating Workflow Action Commands

• Custom Images for Action Buttons
• Creating Custom Action Commands for a SharePoint Ribbon
• Creating Custom Action Commands for the List Item Menu

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BSG Training - delivering ICT Training Solutions for you

Target Audience: This course is aimed at end users, knowledge workers and managers who have the responsibility to create automated business processes within SharePoint Sites. This course is not aimed at a technical audience but end users will appreciate some technical background information.

Prerequisites: A basic understanding of Windows XP, Vista, Windows 7 or Windows 8; Experience using Internet Explorer or an equivalent browser; Have knowledge of using SharePoint as a Site Owner or Site Collection Administrator; Experience with or have attended Microsoft SharePoint 2013 Custom Workflows for End Users – Advanced; Experience with or have attended Microsoft InfoPath 2013 SharePoint Integration; Has an understanding of what is expected of them by their organisation on what business systems or processes need automation.

In 3 days Delegates will learn to:

• Create Reusable and Site workflows
• Work with parallel block completion conditions and loops
• Use elevated permissions to run actions as the workflow author
• Use workflow actions to automate document management
• Create workflows using Visio 2013 professional and the Visual Designer
• Work with secondary workflow features
• Work with content types in workflows.
• Integrate InfoPath Forms and Workflows
• Work with Task Processes
• Use Dictionary Variables and the Call HTTP Web Service Action

Module 1 - Reusable and Site Workflows

• Reusable Workflows (2010 Workflows Only)
• Globally Reusable Workflows (2010 Workflows Only)
• Create a Site Workflow
• Deploying List and Site Workflow Solutions (2013 Workflows Only)

Module 2 - Advanced Workflow Features

• Use workflow actions to: Check In and Check Out Documents; Delete Drafts and Previous Document Versions (2010 workflows only); Declare and Undeclare a Record (2010 Workflows only)
• Using 2013 based Workflow Actions: Use The Parallel Block Completion Condition; Work with Loops

Module 3 - Creating a Workflow with Elevated Permissions

• Understanding Elevated Permissions
• Impersonation Steps and Associated Actions (2010 Workflow Template)
• The App Catalog and the App Step (2013 Workflow template)

Module 4 - Creating Workflows using Visio Professional 2013

• The Microsoft SharePoint 2010 Workflow Stencil
• Building a 2010 Workflow using Visio Professional
• Importing a Visio Workflow into SharePoint Designer
• Export a SharePoint Designer Workflow as a Visio File
• The Microsoft 2013 SharePoint Workflow Template
• Creating a 2013 Workflow using Visio Professional
• Using Stage Outlines
• Importing and Exporting 2013 Visio Files
• Using the Visual Designer

Module 5 - Secondary Workflows for SharePoint 2010 Workflows

• Defining a Secondary Workflow
• Avoiding Infinite Loops
• Workflow ID Fields
• Creating Primary and Secondary Workflows

Module 6 - Secondary Workflows for SharePoint 2013 workflows

• Limitations using Secondary Workflows in a 2013 based workflow system
• Looping Stages
• The Wait for Event in List Item action
• Create a 2013 Secondary Workflow

Module 7 - Using Content Types within Workflows

• Recap on Use of Content Types
• Using workflows to create documents based on Content Types
• Use a Content Type to create a custom 2013 Workflow Task

Module 8 - Integrating InfoPath Forms

• Use of InfoPath Forms in SharePoint
• Requirements for Integrating InfoPath Forms in SharePoint
• Considerations for Designing InfoPath Forms for SharePoint
• Using InfoPath to Edit SharePoint List Forms
• Using InfoPath to Create Forms for a Form Library
• Combining InfoPath Forms and Workflows

Module 9 - Using Task Processes

• Understanding Task Processes within SharePoint 2010 workflows
• The Task Process Summary Page
• Task Process Conditions and Actions
• Task Process Data Sources and Initiation Forms
• Customising the Start Approval Process and Start Feedback Process actions
• Using the Start a Task Process action (2013 Workflow Template)

Module 10 - Working with Web Services in a Workflow

• Use Dictionary Variables
• The SharePoint 2013 REST Service
• Using RESTful HTTP requests
• The Call HTTP Web Service Action
• Calling Web Service data using the GET Method
• Interpreting Web Service Data using Third Party Tools
• Viewing Requests to the REST service
• Adding HTML Content to Workflow Emails

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BSG Training - delivering ICT Training Solutions for you

Target Audience: The goal of this course is to provide you with the knowledge required by an end-user of Microsoft SharePoint Server 2010. The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

Prerequisites: A basic understanding of Windows; Experience using Internet Explorer 7/8 or equivalent browser; A basic knowledge of Office 2010 applications (Word, Excel, Outlook)

In 1 day Delegates will learn to:

• Explain how SharePoint can help create a collaborative working environment
• Recognise site structure and the SharePoint building blocks
• Find information and people in a SharePoint site
• Create and edit libraries and lists
• Sort and filter items in a list or library
• Use a document library for collaborative working
• Share a team calendar and contact list
• Connect people to lists and libraries using Outlook
• Control document editing using Check In / Check Out
• Manage documents using versioning
• Create draft versions of documents

Module 1 - Understanding SharePoint

• Working with SharePoint
• SharePoint Structure
• The Ribbon
• Find Information or People

Module 2 - Managing My Site

• Understanding My Site
• My Profile
• My Colleagues
• Newsfeed Settings
• Tags and Notes

Module 3 - Document Libraries

• Lists vs. Libraries
• Manage Libraries
• Manage New Documents
• View and Edit Documents
• Wiki Libraries

Module 4 - Lists

• Managing Lists
• Calendar Event Lists

Module 5 - Managing Items

• Item Properties
• Sorting and Filtering Items
• Working with Views
• Connecting to Microsoft Outlook
• Auditing Items

Module 6 - Content Management

• Using Alerts
• RSS Feeds
• Check Out / Check In
• Document Versioning

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BSG Training - delivering ICT Training Solutions for you

Target Audience: This course is designed to provide you with the knowledge to use the more advanced tools of Microsoft SharePoint 2010 and SharePoint Foundation 2010. Users of this level are commonly referred to as 'Power Users' or 'Super-Users'. The course emphasises hands-on experience, with a series of self-guided exercises integrated into the training.

Prerequisites: A good understanding of Windows; Experience using Internet Explorer 7/8 or an equivalent browser; Experience with Microsoft SharePoint 2010 equivalent to Microsoft SharePoint 2010 Introduction for End-Users' course; A good knowledge of Microsoft Office 2010 applications (Word, Excel, Outlook).

In 1 day Delegates will learn to:

• Manage Document and Meeting Workspaces
• Work with a Blog Site
• Manage custom Lists
• Import data from an Excel worksheet into a custom List
• Customise List and Library settings such as e-mail and versioning settings
• Create custom Workflows
• Edit web pages and Web Parts

Module 1 - Sites and Workspaces

• The SharePoint Structure
• Top-Level Sites and Sub-Sites
• Blog Sites
• Workspaces
• User Permissions

Module 2 - Advanced Lists

• Custom Lists
• Project Tasks
• Discussion Boards
• Status Lists
• Surveys

Module 3 - Advanced Columns

• Lookup Columns
• Calculated Columns

Module 4 - Workflows

• Understanding Workflows
• Workflow Administration

Module 5 - Content Administration

• List and Library Settings
• Versioning Settings
• Incoming E-mail settings

Module 6 - Editing Web Pages

• Content Pages
• Editing Web Pages
• Web Parts

close