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Hands On Technology Transfer, Inc.

SharePoint 2013 and Nintex Course

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SharePoint 2013 Power User and Introduction to Nintex Workflow and Nintex Forms

Duration: 4 Days

Price: CDN$2,975 *Prices are subject to GST/HST

Discounts: We offer multiple discount options. Click here for more info.

Delivery Options: Attend face-to-face in the classroom, remote-live or on-demand streaming.

Students Will Learn

  • Creating and configuring SharePoint Web sites
  • Adding lists and libraries to sites for information sharing and collaboration
  • Creating and managing SharePoint pages and Web parts
  • Creating and configuring SharePoint site content parameters
  • Using views to customize SharePoint site browsing
  • Managing user access to site collections, sites, lists and libraries
  • Using workflows to automate business rules
  • Configuring Microsoft Office document check-out and versioning
  • Using Business Connectivity Services (BCS) to display database tables as SharePoint Web content
  • Using corporate branding to personalize Nintex Forms
  • Applying validation and formatting rules to add flexibility to Nintex Forms
  • Configuring Nintex Workflow to integrate with SharePoint Lists and Libraries
  • Using Nintex Workflow to implement common SharePoint workflow designs

Course Description

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.

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
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
 

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    Course Benefits

    • Course materials include student guide, hands-on lab manual and USB flash drive for examples and lab work
    • Students receive a certificate of completion at the end of class
    • Students can retake any portion of a class that has been completed, within 12 months at no extra cost
    • There are no registration fees or cancellation fees

    Course Schedule

    Choose a city below to view a schedule. If you have any questions, please call us at 978-250-4299 between 9:00 am - 5:00 pm EST.