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 > Site Information> Delete site
Settings > 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
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
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
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
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
Switch Classic to New – List Settings > Advanced Settings > List Experience
* clear browser cookie settings or try different browser
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
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/
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
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
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
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
Search Query Tool
https://github.com/SharePoint/PnP-Tools/tree/master/Solutions/SharePoint.Search.QueryTool
SharePoint Designer
Download
https://www.microsoft.com/en-us/download/details.aspx?id=35491
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