Tuesday, June 25, 2019

55215 SharePoint Online Power User (OLL)

About this course

This course delivers the complete site owner story from start to finish in an engaging and practical way to ensure you have the confidence to plan and create new sites or manage your existing sites in SharePoint Online. Your goal is to learn how to make SharePoint online relevant to your team by using a sites functionality to help you share information and collaborate with your colleagues. During the class you will also learn best practices and ‘what not to do’ as you watch live, interactive demonstrations and put theory into practice with hands on exercises in SharePoint Online.

Audience profile

This course is intended for both novice and experienced SharePoint users who wish to make full use of SharePoint Online.

At course completion

After completing this course, students will be able to:

  • Understand the benefits of using SharePoint in real world scenarios
  • Create new SharePoint sites to store business information
  • Create pages to share news and documents
  • Customize the structure of a site to meet specific business requirements
  • Create and mange view, columns and apps
  • Manage the security of a site
  • Use social tools to communicate with groups of people or the entire organization
  • Use search to find business information including people to documents

Module 1 - An Introduction to SharePoint

Demo Setup – Tips and Tricks
http://randelhall.blogspot.com/2018/10/office-365-demo.html

Browser – Office Online
https://support.office.com/en-us/article/which-browsers-work-with-office-online-ad1303e0-a318-47aa-b409-d3a5eb44e452

Delve Customization
https://office365.uservoice.com/forums/273487-delve

Module 2 - Creating Sites

Modern Site Templates
https://sharepointlookbook.azurewebsites.net/#examples

Classic Site Templates
https://support.office.com/en-us/article/using-templates-to-create-different-kinds-of-sharepoint-sites-449eccec-ff99-4cf3-b62e-dcfee37e8da4

What is a Communication Site
https://support.office.com/client/what-is-a-sharepoint-communication-site-94a33429-e580-45c3-a090-5512a8070732

Deleting Sites

Settings Office 365 Settings button > Site Information> Delete site

Settings SharePoint 2016 Settings button on title bar. > Site settings> Site Actions > Delete this site
https://support.office.com/en-us/article/Delete-a-SharePoint-site-or-subsite-bc37b743-0cef-475e-9a8c-8fc4d40179fb

Change SharePoint Online domain Name
https://docs.microsoft.com/en-us/sharepoint/change-your-sharepoint-domain-name
Unfortunately, it isn't possible to change the SharePoint Online domain name for your organization in Office 365. For example, if the name of your organization changes from "Contoso" to "Fourth Coffee," you can't change contoso.sharepoint.com tofourthcoffee.sharepoint.com.  To use the domain name fourthcoffee.sharepoint.com , you would need to purchase a new Office 365 subscription and move all email, files, and any other data you want to keep to the new subscription.

Renaming Site Collections  image image
https://sharepoint.uservoice.com/forums/329214-sites-and-collaboration/suggestions/13217277-enable-renaming-the-site-collection-urls

Hub Site

https://thecloudengineer.blogspot.com/2019/06/hub-sitesoffice-365.html

Modern Site

What is NOT Supported on Modern Sites
https://docs.microsoft.com/en-us/sharepoint/dev/solution-guidance/modern-experience-customizations-customize-sites

Navigation

https://support.office.com/en-us/article/customize-the-navigation-on-your-sharepoint-site-3cd61ae7-a9ed-4e1e-bf6d-4655f0bf25ca

Mega Menu (New 4.2019)
https://techcommunity.microsoft.com/t5/Microsoft-SharePoint-Blog/Organize-your-SharePoint-sites-with-megamenu-navigation-and-new/ba-p/328068

Module 3 - Creating and Managing Web Pages

Create and use modern pages on a SharePoint site
https://support.office.com/client/b3d46deb-27a6-4b1e-87b8-df851e503dec

Communication Site – Add Page
https://support.office.com/client/add-a-page-to-a-communication-site-ce16986a-25ec-4907-b820-44d01ae8afb5

Classic Site – Create Web Part Page
https://support.office.com/client/create-and-edit-classic-sharepoint-pages-ee50e4a0-d0c1-48c8-86e9-d468a8b13bac

Planning Navigation for the modern SharePoint experience
https://docs.microsoft.com/en-us/sharepoint/plan-navigation-modern-experience

Pros and Cons of SharePoint Online navigation options
https://docs.microsoft.com/en-us/office365/enterprise/navigation-options-for-sharepoint-online

More on Global Navigation
https://itgroove.net/studios/global-navigation-sharepoint-online/

SharePoint Help Center
https://support.office.com/en-us/sharepoint

Pages in SharePoint - Create and Edit
https://support.office.com/en-us/article/Pages-in-SharePoint-3833b917-a39d-43f9-85ff-f17949fc1034?US#ID0EAABAAA=Create_edit
Pages in SharePoint - Web Parts and Apps
https://support.office.com/en-us/article/Pages-in-SharePoint-3833b917-a39d-43f9-85ff-f17949fc1034?US#ID0EAABAAA=Apps_web_parts

Wiki
https://sharepointmaven.com/how-to-build-an-awesome-knowledge-base-wiki-in-sharepoint-online-using-modern-pages

More from the cloud engineer - Web parts

https://thecloudengineer.blogspot.com/2018/11/web-parts.html

Module 4 - Working with Apps

What is a Document Library
https://support.office.com/en-US/client/results?helpId=WSSEndUser_DocLibFRELearnMore

image

Switch Classic to New – List Settings > Advanced Settings > List Experience

* clear browser cookie settings or try different browser

image

Create, change, or delete a view of a list or library
https://support.office.com/en-ie/article/create-change-or-delete-a-view-of-a-list-or-library-27ae65b8-bc5b-4949-b29b-4ee87144a9c9

JSON Views
https://support.office.com/en-ie/article/formatting-list-views-with-json-f737fb8b-afb7-45b9-b9b5-4505d4427dd1

List Template - Modern
https://sharepoint-specialist.nu/save-list-as-template-on-modern-team-site-not-available-in-sharepoint-online-e85c25a12943

Examples of common formulas in SharePoint Lists
https://support.office.com/en-us/article/examples-of-common-formulas-in-sharepoint-lists-d81f5f21-2b4e-45ce-b170-bf7ebf6988b3

List and library column types and options
https://support.office.com/en-us/article/list-and-library-column-types-and-options-0d8ddb7b-7dc7-414d-a283-ee9dca891df7

Column Formatting
https://wonderlaura.com/2019/01/17/no-code-column-formatting-in-sharepoint-new/

Calculated Columns
https://support.office.com/en-us/article/examples-of-common-formulas-in-sharepoint-lists-d81f5f21-2b4e-45ce-b170-bf7ebf6988b3

Calculated Column – Date and Time – [Date] –(1/24)
https://www.premierpointsolutions.com/training/help-and-how-to-articles/how-to-add-and-subtract-hours-and-minutes-from-date-and-time-fields-in-sharepoint-lists/

URL Limit
https://blogs.technet.microsoft.com/wbaer/2017/04/06/new-support-for-and-in-sharepoint-online-and-onedrive-for-business/

Types of files that cannot be added to a list or library
https://support.office.com/en-gb/article/Types-of-files-that-cannot-be-added-to-a-list-or-library-30be234d-e551-4c2a-8de8-f8546ffbf5b3

Move or copy files in SharePoint
https://support.office.com/en-us/article/move-or-copy-files-in-sharepoint-00e2f483-4df3-46be-a861-1f5f0c1a87bc

Classic List Experience
Enable Site Collection Feature SharePoint Lists and Libraries experience
https://support.office.com/en-us/article/switch-the-default-experience-for-lists-or-document-libraries-from-new-or-classic-66dac24b-4177-4775-bf50-3d267318caa9

Module 5 - Building Processes with Flow and PowerApps

Customize a SharePoint list form by using PowerApps
https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/customize-list-form

Latest on InfoPath
http://thecloudengineer.blogspot.com/2011/06/infopath-and-sharepoint.html

How to Disable the Flow button in SharePoint Online
https://www.toddklindt.com/blog/Lists/Posts/Post.aspx?ID=786

Limitations
https://collab365.community/microsoft-powerapps-flow-vs-enterprise-workflow/

More on Workflow
http://thecloudengineer.blogspot.com/2011/06/sharepoint-workflows.html

Module 6 - Customizing Security

Claim Type
https://social.technet.microsoft.com/wiki/contents/articles/13921.sharepoint-20102013-claims-encoding.aspx

Recycle Bin Settings
https://support.office.com/en-us/article/restore-deleted-items-from-the-site-collection-recycle-bin-5fa924ee-16d7-487b-9a0a-021b9062d14b

Secure SharePoint Online sites and files (12.2017)
https://docs.microsoft.com/en-us/office365/securitycompliance/secure-sharepoint-online-sites-and-files

Distribution Lists
https://support.office.com/en-gb/article/sharepoint-online-invitation-sent-to-a-distribution-list-works-for-only-one-user-4e1f9710-750e-4f5f-b63d-615665ee6773

Module 7 - Working with Search

Search Results Web Part Settings (O365)
https://support.office.com/en-us/article/change-settings-for-the-search-results-web-part-40ff85b3-bc5e-4230-b1dd-f088188e487e

Configure properties of the Search Results Web Part (2013)
https://docs.microsoft.com/en-us/SharePoint/search/configure-properties-of-the-search-results-web-part

OCR Support in Office 365
https://beaucameron.net/2018/04/18/ocr-support-in-office-365/

Default crawled file name extensions and parsed file types in SharePoint Server
https://docs.microsoft.com/en-us/sharepoint/technical-reference/default-crawled-file-name-extensions-and-parsed-file-types

New Search Announcements at SPC 2018
https://searchexplained.com/office-365-search-announcements-spc18/

Module 8 - Enterprise Content Management

SharePoint Designer (Latest)
https://www.microsoft.com/en-us/download/details.aspx?id=35491

WAND – Free Terms
https://www.wandinc.com/wand-general-business-taxonomy-for-sharepoint

Records
https://docs.microsoft.com/en-us/SharePoint/governance/use-a-records-archive-or-manage-records-in-place

Content Types

Content Type Hub
https://support.office.com/en-ie/article/publish-a-content-type-from-a-content-publishing-hub-58081155-118d-4e7a-9cc5-d43b5dbb7d02
Manage Content Types
https://support.office.com/en-ie/article/manage-content-type-publishing-06f39ac0-5576-4b68-abbc-82b68334889b
Content Type Hub Setup
http://www.flyview365.com/2018/07/03/using-the-sharepoint-online-content-type-hub/

Module 9 – Lab

On your own computer, open your preferred web browser, enter the URL of
https://products.office.com/en-gb/business/office-365-enterprise-e5-business-software

User Accounts

MYCOMPANY.onmicrosoft.com

i.e. mocckXXXX.onmicrosoft.com where XXXX is you birthday month year

Zoe Watson – Tenant Administrator

zoe@MYCOMPANY.onmicrosoft.com where MYCOMPANY or mocckXXXX

zoe@mocckXXXX.onmicrosoft.com or

Steve Smith          steve@MYCOMPANY.onmicrosoft.com
Rob Pratt              rob@MYCOMPANY.onmicrosoft.com
Penny Coventry    penny@MYCOMPANY.onmicrosoft.com
Carolina Lee         carolina@MYCOMPANY.onmicrosoft.com
Chris Casingena   chris@MYCOMPANY.onmicrosoft.com

Setup Guide

Exercise 1 – Download Course Files – This takes time 5-10 minutes
Using your web browser, open a new tab and in the address bar enter: https://drm.combined-knowledge.com/CKLABS/SPOnlinePEU/Labs.zip

Admin Topics

Manage who can create Office 365 Groups
http://randelhall.blogspot.com/2018/02/55238-sharepoint-online-for.html

Compare groups – Office 365 vs Distribution vs Security vs Shared
https://docs.microsoft.com/en-us/office365/admin/create-groups/compare-groups

Appendix

Alerts
https://sharepointlibrarian.com/2019/04/24/set-and-manage-notification-alerts-on-sharepoint-discussion-boards-lists-libraries

Classic to Modern

SharePoint site contents page
https://support.office.com/en-ie/article/sharepoint-site-contents-page-ba495c1e-00f4-475d-97c7-b518d546566b

Switch the default experience for lists or document libraries from new or classic
witch-the-default-experience-for-lists-or-document-libraries-from-new-or-classic-66dac24b-4177-4775-bf50-3d267318caa9

Page Template
https://support.office.com/en-us/article/page-templates-in-sharepoint-online-faa92408-0c84-4e3d-8460-3c28065e7873

Photos
https://blog.hyperfish.com/where-does-the-profile-information-come-from-in-office-365

Change Photos
https://support.microsoft.com/en-us/help/2986893/how-to-change-your-user-photo-in-office-365

Manage Photos
http://paulryan.com.au/2016/user-photos-office-365/

Convert Classic to Modern
http://sharepoint.handsontek.net/2019/02/05/convert-classic-root-sites-to-modern-sharepoint

Demo Tips and Tricks

http://randelhall.blogspot.com/2018/10/office-365-demo.html

Tools

SharePoint Client Browser v4.0
https://github.com/bramdejager/spcb/releases/tag/v4.0

image

Search Query Tool
https://github.com/SharePoint/PnP-Tools/tree/master/Solutions/SharePoint.Search.QueryTool

image

SharePoint Designer
Download
https://www.microsoft.com/en-us/download/details.aspx?id=35491

image
Enable Scripts (save as template, move etc. …)
https://docs.microsoft.com/en-us/sharepoint/allow-or-prevent-custom-script
https://social.technet.microsoft.com/wiki/contents/articles/37533.sharepoint-online-how-to-enable-custom-script.aspx
https://sharepoint.stackexchange.com/questions/164584/sharepoint-in-office-365-permissions-with-sharepoint-designer
Enable Script (Security Risk)
https://docs.microsoft.com/en-us/sharepoint/security-considerations-of-allowing-custom-script

More Tools from “The Cloud Engineer”

http://thecloudengineer.blogspot.com/2011/09/sharepoint-troubleshooting-tools.html