1 COURSE SYLLABUS COURSE TITLE: 2009A-SharePoint Designer 2013 FORMAT: Instructor-led CERTIFICATION EXAMS: None This course syllabus should be used to determine whether the course is appropriate for the students, based on their current skills and technical training needs. Course content, prices, and availability are subject to change without notice. ELEMENTS OF THIS SYLLABUS ARE SUBJECT TO CHANGE. ABOUT THE COURSE SharePoint 2013 is everywhere! And the SharePoint Designer tool has reached the critical mass and ease of usability to where the tool and its many uses should be a skillset in the realm of all business professionals including IT professional, developers, mangers, project leads, project managers, and team leads just like Excel. This two-day instructor-led course is designed to get you rolling with a clear understandings of common functionality for frequent use of SharePoint. Today we need to maximize the out-of-the-box functions and tweak them to fit our ever changing needs. Think Excel functionality, then think of all that you can do with it. We start outof-the-box, then add. After this class you will be able to use SharePoint Designer 2013 to do the same, maximizing both your company s and your personal investment. Videos Included with the course and intended for you to take away are videos of each of the critical lessons taught in the course. They never exceed 10 minutes in length and are all subject-specific and produced by the course author. AUDIENCE This course is intended for all business professionals including IT professional, developers, managers, project leads, project managers, and team leads, but we do not expect coding skills, just thinking skills! AT COURSE COMPLETION After completing this course, students will be able to: Know the difference between a site and a collection. Understand what we mean by a feature. Understand the importance of roles in SharePoint. Make an informed decision as to which type of site to use. Navigate SharePoint 2013. Create a site collection. Learn what a content type is and why it matters. Create a list. Create a library (fancy list). Add site columns. Configure content types. Use built-in workflows. Create a custom workflow. Understand actions and conditions in workflows. Understand both initiation and association forms. Create and edit webpages. Work with security and know when to call the IT security folks.
2 COURSE SYLLABUS Understand SharePoint groups. Understand SharePoint permissions. Customize groups and permissions. Understand Web Parts and how to add them to a page. Wire Web Parts together. Use CSS and explore site branding. Use default master pages. Create custom master pages. Modify a master page. Understand data sources. Use XML data. Connect to RSS. Use SOAP data. Understand the REST connection. Create connections. Create external content types (Business Connectivity Services). Design forms using InfoPath 2013. Use InfoPath 2013 with SharePoint lists. Retrieve data into InfoPath 2013. Use logic within InfoPath 2013. Use the InfoPath Web Part. Create performance dashboards. Create scorecards. Create KPIs. Create visual reports. Filter data. Implement decomposition trees for business intelligence with no code and one click. PREREQUISITES Before attending this course, students must have: Basic computer skills. Knowledge of what you want to do either now or in the future with SharePoint. ADDITIONAL READING To help you prepare for this class, review the following resource: Microsoft SharePoint site, accessed April 6, 2013, http://office.microsoft.com/en-us/compare-sharepointoptions-collaboration-tools-fx103479517.aspx. MODULE 1: COURSE OVERVIEW Introduction Course Materials Facilities Prerequisites What We'll Be Discussing Lab 1: COURSE OVERVIEW None MODULE 2: SHAREPOINT 2013 OVERVIEW What is SharePoint? What Are SharePoint Services? What Each of the Site Templates Do in SharePoint
3 Understanding the Somewhat Confusing Terminology Lab 1: SHAREPOINT 2013 OVERVIEW Explore SharePoint 2013 Create a Site Collection MODULE 3: SHAREPOINT DESIGNER 2013 SharePoint Designer Interface Basics of SharePoint Designer 2013 Working with List/Library Apps Using Content Types Understanding Site Columns Using Content Types in Lists and Libraries Lab 1: SHAREPOINT DESIGNER 2013 Create Lists Create Libraries Add Site Columns Configure Content Types MODULE 4: WEBPAGE CREATION AND MODIFICATION Inserting Content Understanding the Built-In Web Parts Adding Web Parts to a Page Customize the Look of the Page Connecting the Web Parts Lab 1: WEBPAGE CREATION AND MODIFICATION Insert Content into a Webpage Web Parts Connect Web Parts MODULE 5: SITE BRANDING Using Cascading Style Sheets (CSS) Working with Styles Applying Styles CSS Reports Lab 1: SITE BRANDING Use CSS Cascade Styles Apply Variances Reporting MODULE 6: MASTER PAGES Understand Master Pages Use Default Master Pages Create Custom Master Pages Modifying a Master Page Changing the Defaults
4 COURSE SYLLABUS Resetting Master Pages Lab 1: MASTER PAGES Use Default Master Pages Create Custom Master Pages Modifying a Master Page Changing the Defaults Resetting Master Pages MODULE 7: DATA SOURCES Understanding Data Sources Using XML Data Connecting to RSS SOAP Data The REST Connection Creating Connections Creating External Content Types (Business Connectivity Services) Lab 1: DATA SOURCES Using XML Data Connecting to RSS SOAP Data The REST Connection Creating Connections Creating External Content Types (Business Connectivity Services) MODULE 8: INFOPATH 2013 Introduction to InfoPath 2013 Designing Forms Using InfoPath with SharePoint Lists Retrieving Data into InfoPath 2013 Using Logic Within InfoPath 2013 Using the InfoPath Web Part Lab 1: INFOPATH Design Forms using InfoPath 2013 Using InfoPath with SharePoint Lists Retrieving Data into InfoPath 2013 Using Logic Within InfoPath 2013 Using the InfoPath Web Part MODULE 9: WORKFLOWS Introduction to Workflows & the new SharePoint 2013 Workflow Platform Out-Of-The-Box (Included) Workflows Creating a Workflow Actions and Conditions Creating Custom Workflows Site Workflows Initiation Forms Association Forms Lab 1: WORKFLOWS
5 Out-Of-The-Box (Included) Workflows Creating a Workflow Actions and Conditions Creating Custom Workflows Site Workflows Initiation Forms Association Forms MODULE 10: SECURITY Understanding SharePoint Security How SharePoint Uses Authentication SharePoint Groups SharePoint Permissions Customizing Groups and Permissions Best Practices Lab 1: SECURITY SharePoint Groups SharePoint Permissions Customizing Groups and Permissions MODULE 11: DASHBOARD DESIGNER (OPTIONAL) PerformancePoint Services Overview Dashboard Designer Overview Creating Performance Dashboards for Business Intelligence Creating Scorecards Creating KPIs Visual Reports (Graphs) Filtering Data Decomposition Tree (The absolute killer analytic tool) Lab 1: DASHBOARD DESIGNER (OPTIONAL) Creating Performance Dashboards for Business Intelligence Creating Scorecards Creating KPIs Visual Reports (Graphs) Filtering Data Decomposition Tree (The absolute killer analytic tool)