SharePoint 2016 Power User and Introduction to Nintex Workflow and Nintex Forms (Canada)
Hands-On Technology Transfer
Delivery Method
Seminar
Target Audience
Sharepoint Power Users
Summary
This introductory hands-on course thoroughly covers out-of-the-box features of SharePoint and how to customize these features to make the most of your SharePoint environment.
Description/Agenda
This introductory hands-on course thoroughly covers
out-of-the-box features of SharePoint and how to customize these
features to make the most of your SharePoint environment. The
course begins with an overview of SharePoint system architecture,
then moves on to creating SharePoint Web sites. Students learn how
to create new sites from scratch, as well as from built-in
templates. Pages and web parts are then added to sites to provide
greater flexibility to the way SharePoint is presented to users.
Included are techniques for using lists to promote information
sharing, creating surveys, managing tasks and projects, as well as
sharing calendars. Document library and file management are also
covered, including content approval, managing major and minor file
versions and document checkout & check-in.
Students will learn how to use built-in workflows, as well as how
to display database records on SharePoint sites using Business
Connectivity Services (BCS).
Comprehensive hands on exercises illustrate the concepts and
techniques presented, and provide practice creating common
SharePoint components.
During the last day of class, students are introduced to
third-party Nintex Workflow and Nintex Forms software. Nintex’s
enhanced workflow functionality is explored, and students create
workflow types not shown during the first three days of class.
Students have the opportunity to edit previously designed
workflows using Nintex’s intuitive design canvas. Nintex’s highly
visual forms system is also covered.
Students develop enhanced, company-branded dialog boxes and data
input forms. These serve to replace SharePoint’s built-in forms
solutions. Students will also create list-based forms that include
error checking and user input rules.
Students who are not interested in the Nintex Workflow
and Nintex Forms portion of class should take the 3-day
Sharepoint 2016 Power User course.
Prerequisites
Familiarity with Windows Server 2012 R2 or Windows desktop
operating system environment (Windows 8.1 or later). Basic
understanding of NTFS file & folder structure and network
access.
Course Overview
SharePoint
Sites
- Categories of SharePoint Sites
- Creating and Managing New Web Applications
- Creating and Managing Site Collections
- Creating Sites for Meetings
- Creating Sites to Support Teams
- Understanding and Using SharePoint Web Database
- Setting up Site Navigation Systems
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Effectively
Using
Lists
- Using Lists for Information Sharing
- Creating Shared Calendars, Tasks, Announcements
and Other Lists
- Creating Custom Lists From Scratch
- Creating New Lists Based on Templates
- Creating and Using Surveys
- Adding Custom Columns to Lists
- Creating Custom Views of Lists
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Libraries
and
Document Management
- Allowing Users to Share Files and Documents
with Libraries
- Configuring Content Approval of Library Entries
- Setting up Check-In/Check-Out to Enforce
Exclusive Access to Documents
- Managing Major and Minor File Changes
- Saving Past Versions of Files
- Fully Customizing Libraries
- Creating Custom Views of Libraries
- Setting Validation Rules for New Library
Entries
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Automating
Business
Rules with Workflows
- Using Built-in Workflows
- Creating Workflows Using Internet Explorer
- Creating Workflows Using SharePoint Designer
- Configuring Workflows to Start Automatically
- Managing, Editing and/or Deleting Existing
Workflows
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Pages
and
Web Parts
- Adding Pages to Sites
- Understanding SharePoint's Built-in Web Parts
- Adding Web Parts to Sites
- Customizing Web-Parts and Pages
- Creating Wiki Pages, Publishing Pages and
Web-Part Pages
- Creating Site Navigation Systems
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Managing
Site
Appearance
- Adding and Removing SharePoint Site Features
- Using Themes to Customize Page Colors and Fonts
- Using Picture Files to Standardize Corporate
Logos
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Microsoft
Office
Integration
- Understanding SharePoint's Integration With
MS-Office
- Setting Up Shortcuts to SharePoint Libraries
- Using Document Sets to Manage Groups of Files
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SQL
Database Integration with Business Connectivity Services
- Understanding Business Connectivity Services
(BCS)
- Integrating External Data Content Using
SharePoint Designer 2013
- Displaying SQL Records on SharePoint Sites
- Updating SQL Content Using SharePoint Lists in
Internet Explorer
- Updating SQL Content Using SQL Server
Management Studio (SSMS)
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Nintex
Forms
and Nintex Workflow
- Using Label Controls to Replace SharePoint’s
Default Column Labels
- Using Data Controls to Make Text Boxes More
Intuitive for Users
- Deploying Validation Rules to Prevent Invalid
Data Entries
- Implementing Formatting Rules to Prevent
Data-Entry Omissions
- Understanding “Sequential” vs. “State Machine”
Workflows
- Using the Nintex Design Canvas to Create
Intuitive, Easy-to-Document Workflows
- Configuring “Collection” and “Three-State”
Workflow Types
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