Microsoft SharePoint Server Content Management for SharePoint 2013 and 2016

Session Detail:    Classroom 2 Day

This two-day instructor-led is intended for SharePoint Site Owners and Content Owners. In this course, students learn how to configure and use SharePoints library content management features.

Prerequisites

  • Attended a SharePoint Site Owners class or have strong SharePoint Site Owner / Site Collection Administrator experience.
  • Knowledge of their business requirements for the content, records, and governance.

Who Can Benefit

This course is intended for SharePoint end users, SharePoint Site Owners and Power, SharePoint administrators and developers, and SharePoint Governance Team members.

Session Outline

Class Outline

Module 1: SharePoint Content Management

  • Lesson 1: SharePoints Content Management Features
  • Lesson 2: SharePoint Security
  • Lesson 3: Sharing SharePoint Content
  • Lesson 4: SharePoint Sync

After completing this module, students will be able to:

  • Describe the SharePoint Content Management Features
  • Configure List and Library Security
  • Understand the risks of Share and Sync

Module 2: Library Configuration

  • Lesson 1: Versioning
  • Lesson 2: Content Approval
  • Lesson 3: Check Out/In
  • Lesson 4: Ratings and Likes
  • Lesson 5: Column and Item Validation Settings
  • Lesson 6: RSS and Incoming Email

After completing this module, students will be able to:

  • Create and configure libraries

Module 3: Metadata and Taxonomy

  • Lesson 1: Definitions!
  • Lesson 2: Who Creates and Manages Your Taxonomy?
  • Lesson 3: Using Metadata
  • Lesson 4: The Managed Metadata Service
  • Lesson 5: Enterprise Metadata and Keywords Settings

After completing this module, students will be able to:

  • Describe SharePoint Metadata and Taxonomy features
  • Create and Consume Managed Metadata Term Sets

Module 4: Site Columns and Content Types

  • Lesson 1: Working with Site Columns and Content Types
  • Lesson 2: Site Columns
  • Lesson 3: Content Types
  • Lesson 4: The Content-Type Hub

After completing this module, students will be able to:

  • Define, and know when to use, Site Columns and Content Types
  • Manage content using Site Columns and Content Types
  • Centrally manage Content Types using a Content-Type Hub

Module 5: Auditing and Retention Policies

  • Lesson 1: Information Management Policy Settings
  • Lesson 2: Creating a Site Collection Policy template
  • Lesson 3: Configuring Document Retention
  • Lesson 4: Configuring Document Auditing
  • Lesson 5: Creating Policies for a List or Library
  • Lesson 6: List and Document Activity Reports

After completing this module, students will be able to:

  • Describe SharePoint features for auditing and retention policies
  • Configure Information Management Policy Settings for a Library or Content-Type
  • Use List and Document Activity Reports

Module 6: Organizing Content

  • Lesson 1: Folders
  • Lesson 2: Views
  • Lesson 3: Document Sets
  • Lesson 4: The Content Organizer

After completing this module, students will be able to:

  • Know when to use folders vs. views
  • Create custom Document Sets
  • Work with the Content Organizer to automatically move documents

Module 7: Library Automation

  • Lesson 1: SharePoint Automation Tools: Alerts, Policies, Workflows and Flow
  • Lesson 2: The Out of the Box Workflows
  • Lesson 3: SharePoint Designer Workflows

After completing this module, students will be able to:

  • Describe the SharePoint Automation features
  • Configure the out of the box features and workflows
  • Get started with SharePoint Designer workflows

Module 8: Records Management

  • Lesson 1: Records
  • Lesson 2: In-Place Records Management
  • Lesson 3: The Records Center

After completing this module, students will be able to:

  • Identify and plan for records
  • Enable and use In-Place Records Management
  • Create and configure a Records Center site

Module 9: Search Optimization for Libraries

  • Lesson 1: Tips for Searching Library Content
  • Lesson 2: From Site Column to Managed Property
  • Lesson 3: The Search Schema
  • Lesson 4: Improving Search Experience

After completing this module, students will be able to:

  • Describe the relationship between Site Columns and Search Managed Properties
  • Create new Managed Properties from Site Columns
  • Improve user search results by tweaking the search schema

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Microsoft SharePoint Server Content Management for SharePoint 2013 and 2016

2 Day
Classroom

$1,090.00

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