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This video training course with Tim Warner covers Microsoft SharePoint Server 2013 end-user skills, including topics such as creating and formatting content, managing SharePoint sites, participating in user communities, and configuring and consuming search results. The course covers every objective of the Microsoft Office Specialist (MOS) Exam 77-419, Microsoft SharePoint 2013....
This video training course with Tim Warner covers Microsoft SharePoint Server 2013 end-user skills, including topics such as creating and formatting content, managing SharePoint sites, participating in user communities, and configuring and consuming search results. The course covers every objective of the Microsoft Office Specialist (MOS) Exam 77-419, Microsoft SharePoint 2013.

Related Area of Expertise:
  • Messaging/Communications

Recommended skills:
  • According to Microsoft, candidates for the 70-331 test have four years or more of hands-on experience planning and maintaining SharePoint and other related Microsoft core technologies such as Windows Server 2012, Internet Information Services (IIS), Microsoft SQL Server 2012, Active Directory, and networking infrastructure services.

Recommended equipment:
  • Windows 7 or Windows 8
  • Current version Web browser (IE, Chrome, Firefox, Safari)
  • Access to a SharePoint site

Related certifications:
  • MOS: SharePoint 2013

Related job functions:
  • Information worker
  • Business analyst
  • Web site owner
  • SharePoint site collection administrator


1. Course Introduction (25 min)
2. Navigating the SharePoint Hierarchy (27 min)
3. Working with Lists (25 min)
4. Taking Control of Lists (23 min)
5. Working with Document Libraries (25 min)
6. Taking Control of Document Libraries (29 min)
7. Integrating Microsoft Office with SharePoint (27 min)
8. More Office-SharePoint Integration (24 min)
9. Understanding Workflow (29 min)
10. Managing Web Pages (28 min)
11. Managing Web Parts on a Page (31 min)
12. Configuring My Sites (23 min)
13. Adding Tags and Notes to Content (25 min)
14. Working with Blogs (18 min)
15. Using SharePoint Enterprise Search (26 min)
16. Understanding SharePoint Permissions (22 min)
17. Site Owner Responsibilities (26 min)
18. Surfacing Line of Business Data (24 min)
19. Creating and Using InfoPath Forms (22 min)
20. Course Conclusion (20 min)

Course Introduction

00:00:00

Hi, everybody. Welcome to the CBT Nuggets training course on SharePoint 2013 end user training. This is the introductory Nugget, and my name is Tim Warner. I'm happy and grateful to be your instructor for this course. In this introductory Nugget, we're going to begin by discussing briefly what exactly is SharePoint.

00:00:20

I want to make sure, as your teacher, to not make any assumptions as to your skill level coming into the course. So we'll start at the beginning, proceed until the end, and then stop. That's a quote, by the way, from a favorite book of mine-- Alice's Adventures in Wonderland.

00:00:36

We'll proceed through the rest of this lesson, differentiating on SharePoint On-Premises versus SharePoint Online. Now, being a technical trainer myself, sometimes it's difficult for me not to devolve into tech geek speak. And again, keeping in mind that you may not be an IT staff person yourself, but instead what's called an information worker, who simply needs to know very quickly and efficiently, how do I use SharePoint to accomplish my daily work? Well, there's a little bit of technical background that's required.

00:01:11

You need to understand, for instance, are you working with a SharePoint portal that exists at your corporate offices, or are you using Office 365? Why does that matter? There are some ramifications and things to consider. And we'll do that at the appropriate time.

00:01:27

Some of you may be interested in attaining a certification. Thus, we'll learn about the Microsoft Office Specialist-- or MOS-- program, and how you can leverage the skills you pick up in this Nugget not only in your real live work with SharePoint, but also for passing this test, which gives you an excellent opportunity for, say, advancement in your current position or a leg up on your next job.

00:01:50

I'll spend a little bit of time discussing how I designed this course and how you can best use it to accomplish your goals. And then we'll finish with a little bit of content on understanding SharePoint user roles. Let's get started. SharePoint is a Microsoft product that has exploded in popularity over the last several years.

00:02:10

It's been around for a number of years. But it's only in the last handful-- which is to say, five, six, seven years-- that businesses have really got on board in adopting SharePoint. SharePoint is a website factory. It's a way to literally click a couple mouse clicks, and you have yourself a really rich and robust website.

00:02:33

Technically, if you look at Microsoft marketing literature, they'll say that SharePoint is their web platform for building organizational intranets. An intranet is also called a web portal. This is just simply your business' internal network. Look at it from the business owner's perspective.

00:02:51

They want everybody's data in one spot. They want everybody's contact information in one spot. Logic would tell you that this is useful for many reasons. It allows you to do your work better, because you have a central repository for everything you need to get your work done.

00:03:10

Other users in your organization or in the portal all day themselves. So finding them and connecting with them and doing work with them as a team is made much easier. Nowadays, just about everybody is using social media, whether it's Facebook, or Twitter, or LinkedIn, Instagram, Pinterest, the list goes on.

00:03:29

SharePoint includes many of those social features that are already familiar to you as an information worker. So therefore, SharePoint makes a great deal of sense for businesses. Now I've been in businesses that have used SharePoint, and it's just part of their corporate culture.

00:03:46

And I've also been a part of businesses that have moved into SharePoint. And there are certainly some learning curve issues and some, well, pained points. I mean, if you've been accustomed to doing your job one way for years, and now you have to do everything through a web browser through this funky thing called SharePoint, well, what does that mean? And that's probably why you're taking this course, because you need to get grounded in using SharePoint.

00:04:12

And that's a good thing. I want to congratulate you for taking this training course, because I know plenty of people who are used to getting from point A to point B with each of their job tasks. But the way they do that is actually more like this. They have a way that works for them, but really looking at the method that they go about their work is, well, pretty far outside the efficiency spectrum.

00:04:37

In this training, I'm going to teach you how to use SharePoint quickly and efficiently. So you'll be able to accomplish your work much more linearly. And therefore, that's going to give you more time to do more work, and frankly, more time for you to lead a balanced life.

00:04:52

It's a win-win situation, isn't it? According to Wikipedia, they have some interesting statistics in their SharePoint article. 78% of Fortune 500 companies are adopting SharePoint. So this is a technology that's not going away, and really should be a part of any information user's skill set.

00:05:10

Some other cool things about SharePoint that I like myself-- and you probably will like as well-- is that there's deep integration with Microsoft Office. Dollars to doughnuts, you use the Microsoft Office suite where you work. You probably are of the mind, yeah, OK.

00:05:25

My business, my company's going to SharePoint, and they're forcing us to use these things called document libraries. And they're forcing us to use web mail. That's fine. But you're going to pry my local installation of Microsoft Word away from me only from my cold dead fingers, right? Well, here's the good news.

00:05:43

Latest editions of Microsoft Office-- in particular, Office 2010, and certainly the latest version, 2013-- has deep integration with SharePoint. So you can interact with SharePoint data literally as easily as you can get to data that's on your own computer's hard drive.

00:06:01

Now, the great benefit of that is that you're no longer tied to your office task. You could go home and remember, oh no, I forgot to update the spreadsheet. No problem. Go to your home computer. Connect to your business' SharePoint portal. Bang. You can even open up Office documents directly from a web browser.

00:06:20

So let's say you're at a friend's house or on vacation. You may not be as willing to do extra work when you're on vacation, obviously. I guess I'm revealing a bit about my own work ethic. But you may think to yourself in a situation where you do not have your Microsoft Office apps, nuts, I wish I could just take care of task x.

00:06:40

You actually can. As long as you can reach your SharePoint site, you can run office applications like PowerPoint and Word and Excel directly from a web browser. And you'll see that a lot throughout this training, as a matter of fact. So that notion of universal access, it rankles, or makes some end users mad, because they don't want to have their work follow them around.

00:07:01

It's a lot easier to do extra work when, for instance, you're in a doctor's office waiting for your appointment and you have your mobile device with you. You can literally log in to SharePoint and continue to work from there. SharePoint 2013 supports all current browsers, all current mobile devices.

00:07:19

You don't have to use Internet Explorer under Windows. You can interact with SharePoint just as well from your Mac computer or your iPhone or your iPad. It literally doesn't matter. Microsoft has gone a long way toward adopting web standards that are not proprietary to a particular company.

00:07:37

Moreover, SharePoint includes a lot of automation. Now, there is a little bit of a learning curve to this. But once you get the hang of it, you're going to find that SharePoint can really put your work on steroids, so to speak. It can make your business processes a lot faster.

00:07:53

Things like workflow, you may be involved in industry or governmental compliance schemes. Maybe you work in a medical office where you have to be really careful about patient medical records. Or you work in an insurance company, and you have social security numbers and other really privileged data that needs to be secured.

00:08:13

The good news is that you don't have to worry about all the behind the scenes stuff. That's what the IT staff of your company is doing. You're concerned with manipulating and using the data itself in a way that's standardized, that falls in line with your company policies.

00:08:29

And frankly, it's easy for you to do. Now, I mentioned at the beginning of this Nugget that there are two varieties of SharePoint, what's called On Premises and SharePoint Online. Why do you care, as a business end user? Well, in many cases, you really don't.

00:08:44

The bottom line is, as long as you have a way to get to your company's SharePoint site from wherever you are, you're golden. What SharePoint On Premises means is that your IT department has deployed SharePoint inside your corporate campus. So it actually owns all of the computers that SharePoint is running on, and everything is locally controlled.

00:09:05

That's fine, because you, as an end user, don't have to worry about it. There's actually quite a bit of work to administering SharePoint. As a matter of fact, I've done quite a few training courses for CBT Nuggets on that very subject. So if you do have any interest in IT, and have any interest in SharePoint administration, please check those training courses out.

00:09:24

Here's the glitch from the end user's point of view. SharePoint On Premises require some extra work and heavy lifting on the part of your IT group for you to get to it from outside the company premises. That's what this means, on premises. So if, for instance, you do work from home, part time, or maybe you're a fully remote employee, you need to get into your On Premises SharePoint portal, don't you? So that will require, probably, you having to work with IT to establish what's called a virtual private network, or VPN, connection.

00:09:58

These have mixed reviews. I've worked as a remote employee for many years and heard many complaints. Oh, I can't stand the VPN. It's so slow blah, blah, blah. And I don't mean to dismiss those concerns with my blah, blah, blah. I've been on both ends of that.

00:10:12

I've been the IT administrator. And I've also been the end user complaining myself. So I understand. By contrast, SharePoint online is part of a Microsoft product called Office 365. And this is a cloud-based, subscription-based product. Now, what does that mean? Cloud means that it runs on the internet directly.

00:10:32

In other words, Microsoft owns all of the server computers. And they have the infrastructure on their side hosted. And you can get to it from wherever you are in the world, as long as you have a web browser and an internet connection. Now, you might think, well, how could you not win with that? There are some implications-- not for us as end users, but as IT administrators-- that we need to be concerned with.

00:10:55

From an end user's perspective, though, the biggest thing here is if your IT staff hasn't set up what's called single sign on, or SSO, you may have to maintain a separate set of credentials for both your business office and then when you want to get to SharePoint Online.

00:11:11

And that can be a big pain in the butt. So you sign in in the morning onto your network. And then you open a browser. And you may potentially have to know another user name and another password for Office 365. That's a worst case scenario. It seems to me that if your IT staff is really on board with this, they're going to configure SSO.

00:11:32

And you will have only one user name and one password to be concerned with, and that's your business office network account. That's the way it should be. One more thing about these two varieties of SharePoint. You might be wondering, well, are they the same? And if they're the same, why would you bother with all the extra expense of On Premises? Why not just do the Office 365? That's a good question.

00:11:56

There are some key differences between the two versions. But most of those differences, again, aren't relevant to us as end users. They're more IT back office kind of things. We, as end users, aren't going to have a lot of say, probably, on which way you go.

00:12:10

For instance, if your business has announced, we're going to be moving to SharePoint in the next six months, you might send your IT staff an email message saying, hey, can I put in a request for the Office 365 version as opposed to On Prem? Because I've heard it's more flexible.

00:12:25

Maybe they'll be impressed with your tech knowledge. In which case, say thanks CBT Nuggets for filling me in on that information, right? But no. From an end user click standpoint, the On Premises and online versions are almost identical. In point of fact, in this training course, I'm going to be going back and forth between the two environments to demonstrate that for you.

00:12:49

Now, about certification. I have to understand my audience here. Who are you? And why are you taking this course? Are you an end user, what's called an information worker, who is not a tech person. You're not in IT. You're using, or will use, SharePoint in your business.

00:13:05

And you need to get proficient in it quickly. OK, there's one legitimate student for this course. Another, actually, is an IT specialist who is part of a SharePoint administration team, perhaps, and wants to just make sure that they have proficiency in the application.

00:13:22

Believe me, I've known many IT managers-- and I hate to say this-- that are great with all the dials and switches in the back room and the network cabling and all that. But when it comes to actually using the product, they can pretty much get all hung up and hosed up.

00:13:38

And users run circles around them as far as actually using the product. So that's another legitimate audience for this course. And a third could be either of the first two categories. But this person is also interested in demonstrating their competency with SharePoint 2013. To that point, Microsoft has a certification program called Microsoft Office Specialist, or MOS.

00:14:01

Now, years ago, Microsoft called it Microsoft Office User Specialist. And that acronym was extremely unfortunate. I mean, would you really want to call yourself a MOUS to somebody with whom you're interviewing for a job? I wouldn't. This is one of many Microsoft certification programs.

00:14:19

This one is geared for you, the business end user. Microsoft has a whole bunch of IT pro credentials and a whole bunch of programming credentials. This is for the person who just needs to use the product every day, and wants to document their competency with it.

00:14:35

Now, what's cool about this exam is that it's performance-based. This is a URL. I'm going to be giving you a lot of these cbt.gg URLs throughout the course. That is a shortcut to the Certiport website. Certiport is the company that actually makes the tests.

00:14:50

They partner with Microsoft. By the way, these URLs? This last piece is case sensitive. And I apologize about that. That's just one of the unfortunate truths of these URL shortening services. Believe me, if I gave you the actual URLs, you would not like me very much.

00:15:06

It's easier to type just these characters than a huge, honking URL. But anyway, back to what I was saying. Certiport makes these exams for Microsoft. And they actually use a live application technology. It's something that they call IQ System. It's Certiport's proprietary system.

00:15:24

But the bottom line is, you'll actually-- in your exam-- see a live, running instance of SharePoint Server, where you click things and it actually does stuff. There are other MOS exams for other Microsoft Office programs, like Word. If you take the Word exam, you'll be asked to accomplish tasks like, add a header this says such and so, and add page numbers to the document.

00:15:46

And you'll see a live instance of Word 2013. And you can go about accomplishing those tasks in any way that you want to, which I think is brilliant. Because some of us are more keyboard-oriented. Others are more mouse-oriented. Some use the right mouse button.

00:16:01

Others use toolbar buttons, and so forth. So it's a nice way to accurately tell whether somebody actually knows how to do the work or not. Now, I wanted to show you in a live session, just very, very briefly what SharePoint 2013 looks like if you've never seen it.

00:16:17

We're actually seeing Office 365, or SharePoint Online. This is what's called a team site. And I'm logged in, as you can see, with my account under my own name. And we have on the home page just an infinitely customizable surface. We'll end this Nugget, actually, with a little bit on who the different roles are when it comes to using SharePoint.

00:16:39

But as an end user, you're going to be spending a lot of time in these things called document libraries. This is where you get to content in a SharePoint site. And as you see here, you can have different types of word documents-- Excel, PowerPoint, Word. And at least with Office 365, all of the office core apps-- which is to say, PowerPoint, Word, Excel, et cetera-- our browser-based.

00:17:06

So you notice that I opened up this Acme Instruments catalogue slide deck directly in a browser. So I can move through it. You notice in the lower right I can put it in slide show view and give a presentation. And check this out. You can even edit the presentation.

00:17:21

If I have PowerPoint on the system, I can do it that way, which I do. I have PowerPoint installed on my machine. Or you can actually do the editing directly in a web browser. So feasibly, you could spend your whole day at work using SharePoint and never leave your web browser.

00:17:37

That's got some pretty cool aspects to it, doesn't it? So let me come out of here and back to the SharePoint site. The other thing I wanted to show you, at least with the SharePoint Online version, is that there's seamless integration with your other core tools that you use every day.

00:17:54

Of course, you use email every day. I almost guarantee it. This is what the Office 365 Outlook looks like. It looks just like the Outlook that you may use every day in an application running on your system. But this actually runs in a web browser. It's pretty cool, isn't it? So anyway, that's just a little tease of what we have upcoming with the SharePoint portal.

00:18:14

I also wanted to bring you over here. This is the Microsoft learning website, a site that you should definitely have bookmarked. And this particular page describes the Microsoft Office Specialist program. So you can see that for the Office 2013 suite there are exams for Word, Excel, PowerPoint, Outlook, Access, OneNote, and-- what we're concerned with-- exam 419, SharePoint 2013. Now this isn't yet available as of the recording of this Nugget series.

00:18:42

If I click the 419 link, that'll take us to the SharePoint 2013 exam 77-419 page. Here's where you can register to take the exam through Certiport. By the way, you have to go to an authorized Certiport test vendor in order to take the test. They have Certiports all over the world.

00:19:01

So I hope you won't have to travel too far for that. But then if we open this up, it shows you who the audience profile is, which we've already discussed, and then skills measured, broken into different categories like creating and formatting content in the SharePoint site, a little bit on SharePoint management, user communities.

00:19:20

That deals with your social media and social computing stuff. And then there's a lot on Search. When you have a SharePoint portal that's fully utilized-- in other words, that you have thousands or hundreds of thousands of documents in there-- Search becomes particularly important.

00:19:38

Let me do a search for Acme, for instance. You probably use Search every day with Google, right? Well, it's the same basic idea here. Only the search is limited to your SharePoint portal. And you'll notice also here that SharePoint search has some really cool enhancements that you don't get with Google or Bing.

00:19:56

You can hover over a search result and actually preview it. This is that Acme Instruments catalogue PowerPoint deck. Isn't that awesome? You can actually step through the deck in the search results. How can you beat that? So Search is obviously something we want to focus on quite a bit.

00:20:12

I can describe the way I designed this course just by redirecting you to this page. I want to make sure that I cover every single topic on this exam blueprint. You'd figure that Microsoft, because they've designed SharePoint 2013, would know what the core end user skills are.

00:20:29

I've taken that into consideration. And I've also added my own real world experience, having used SharePoint since, I would say, 2003 or 2004. So I've been using it a while. So how do you use this course? Or how would I recommend you use this course? As an instructor, I tend to build concepts sequentially.

00:20:49

I like to look at it in two ways, really. I could look at it as, we're moving through the course gradually building our knowledge. And we can also look, as we're moving through the course, a snowball rolling downhill and getting bigger and bigger. Both of those ideas, both of those metaphors, denote that we're going to be building and reinforcing knowledge.

00:21:10

So if you can, I would suggest you watch the course sequentially. That having been said, I know what it feels like to have your back up against the wall, and you really need to know how to do task x or task y. In that case, jump into a specific Nugget. Look at the table of contents and dive right in.

00:21:26

That's actually how I became associated with CBT Nuggets many years ago. At one time, I was a working systems administrator and a CBT Nugget subscriber. There were times where I needed to do some task, and I would literally fire up a Nugget video, watch the instructor demo it, and then go right out and do the same thing in my production environment.

00:21:46

Therefore again, I want you to understand you're in good hands. You're with somebody who can relate to your position right now. Final subject of this introductory Nugget is SharePoint user roles. Not going to get too geeky here, because we don't need to. Bottom line is, SharePoint allows what's called delegated administration.

00:22:04

You are going to be, chances are, a site member, where you have a fair amount of privilege in SharePoint. You can add your own content. You can check out documents. You can delete stuff. But you don't have any power globally. So there are three levels of administrator in SharePoint.

00:22:20

On the outermost level, there's what's called the farm administrator. These are your IT people who set up SharePoint. Farm is the technical term for the overall SharePoint implementation in your company. The next level of administrator may or may not be an IT person.

00:22:36

They may be in your work group even. The site collection administrator is charged with a part of the farm. I mean, some SharePoint farms consist of only one site collection. More often though, you're going to have more than one site collection. Sometimes businesses-- and you may know this all too well, more than anybody-- have bureaucratic stuff going on, politics.

00:22:57

And they need separation. You may have compliance issues that require separating the farm out. A site collection is a collection of websites. It's as simple as that. The websites are denoted as small circles in my diagram. And that's the third level of administrator.

00:23:12

The site owner is somebody who can do pretty much whatever they want within a site. But they can't do anything with anybody else's site, nor can they do anything with other site collections. So the administrator levels are scoped. The site owner is probably somebody in your group that's been nominated to be the owner.

00:23:31

And it's important for you, as an end user, to know who these people are at these different levels. Because as you work through this training, I may turn you on to some features that you really will find useful. And you'll find that they haven't been deployed in your company's SharePoint.

00:23:46

So at that time, or those times, I'm going to suggest that you call or email these site owners, site collection administrators, and farm administrators in your company so you can make the requests. Because believe me, SharePoint has a lot to offer. Now, what did we learn? Let's review.

00:24:04

We started with understanding what SharePoint is. I hope you're clearer on the technology than you were when we started this Nugget. SharePoint is an intranet portal software. You know that there are two varieties of SharePoint-- On Premises in your organization, also cloud-based.

00:24:21

You should know which one you're using at your company. I hope that I've whet your appetite as far as seeking certification. There's nothing wrong, or there's no downside, to seeking certification. Yes, there's the monetary cost. The exams aren't free. But it's an excellent way to demonstrate your competency with SharePoint to prove it to your boss, your colleagues, your clients, your family, your friends, whomever.

00:24:43

I've given you some best practice advice on how to use this course to help you meet your goals as quickly as possible. And then we did a little bit on understanding the various SharePoint user roles. That's a subject that we'll return to again and again throughout the rest of this course.

00:24:58

Well, I'm excited to teach you this stuff. I think we're going to have a good time together. And I feel especially humbled and grateful that you'll be able to take these skills and apply them immediately. That's always my goal as an instructor, and, I would think, should be the goal of any adult education course.

Navigating the SharePoint Hierarchy

Working with Lists

Taking Control of Lists

Working with Document Libraries

Taking Control of Document Libraries

Integrating Microsoft Office with SharePoint

More Office-SharePoint Integration

Understanding Workflow

Managing Web Pages

Managing Web Parts on a Page

Configuring My Sites

Adding Tags and Notes to Content

Working with Blogs

Using SharePoint Enterprise Search

Understanding SharePoint Permissions

Site Owner Responsibilities

Surfacing Line of Business Data

Creating and Using InfoPath Forms

Course Conclusion

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Intermediate 8 hrs 20 videos

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