SharePoint 2013 Power User and Introduction to Nintex Workflow and Nintex Forms Seminar offered by Software Skills Training, Inc.
SharePoint 2013 Power User and Introduction to Nintex Workflow and Nintex Forms Seminar
Bring this seminar on-site to your facility for groups of 10 or more.
This 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
This 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. From there, students will deploy navigation solutions for users to easily locate data. Students learn how to create new sites from scratch, as well as from built-in templates. Web parts and pages are then added to sites to provide greater flexibility in 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 and file management is also covered, including setting up content approval, managing major and minor file versions, and checking-out/checking-in documents.
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 2013 Power User course.
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.
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
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
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
Automating Business Rules with Workflows
Using Built-in Workflows
Creating Workflows Using Internet Explorer
Creating Workflows Using SharePoint Designer 2013
Configuring Workflows to Start Automatically
Managing, Editing and/or Deleting Existing Workflows
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
Managing Site Appearance
Adding and Removing SharePoint Site Features
Using Themes to Customize Page Colors and Fonts
Using Picture Files to Standardize Corporate Logos
Microsoft Office Integration
Understanding SharePoint's Integration With MS-Office
Displaying Excel Content Using Web Parts
Setting Up Shortcuts to SharePoint Libraries
Using Document Sets to Manage Groups of Files
Database Integration with Business Connectivity Services (BCS)
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)
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
Sharepoint Power Users
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