55033: SharePoint 2013 Site Collection and Site Administration Training

This module introduces SharePoint 2013 concepts to site collection and site administrators. Once administrators can explain basic terminology and how to navigate around SharePoint, they have a solid foundation for the rest of the course.

Lessons

Exploring SharePoint 2013 Site Collection and Site Administrator Roles

Defining SharePoint Terminology

Navigating a SharePoint Site

Interacting with the Ribbon

Creating and Editing Basic Content

After completing this module, students will be able to:

Define SharePoint 2013 roles and terminology

Navigate SharePoint 2013

Utilize functions available in the Microsoft ribbon

Create and add basic content to SharePoint

Governance in SharePoint plays a critical role in determining the potential success of a SharePoint deployment. When a greater emphasis is placed on governance, it gives organizations a better chance to succeed in the deployment and maintenance of SharePoint. Each organization must ensure that the proper policies and procedures are in place to keep SharePoint aligned with the overall business goals, even as business needs change. This module introduces the concept of governance and highlights best practices.

Lessons

Defining SharePoint Governance

Working with Information Architecture

Implementing Site Hierarchies

After completing this module, students will be able to:

Define governance and its role within SharePoint 2013

Define and develop information architecture

Develop a site structure

The first major milestone, after planning the company portal, is executing and building the site structure. The site structure includes the components for storing and presenting information namely sites, lists and libraries and apps, which are new to SharePoint 2013. Because the site structure provides the framework for the entire portal, it is essential that site collection administrators have a firm grasp of creating sites, document libraries and lists, as well as managing navigation.

Lessons

Creating a Site Structure

Defining SharePoint Apps

Customizing Lists and Libraries

Explaining Views on Lists and Libraries

Creating Views on Lists and Libraries

Modifying Navigation

Lab 1: Creating a Structured Company Portal

Creating a New Main Department Site

Creating a New Child Department Site

Create New Apps for Documents and lists

Modifying Columns on an Existing List

Adding Comumns to an Existing List or Library

Working with Versioning and Content Approval

Creating a Custom View

Updating the Global Navigation

Updating the Current Navigation

After completing this module, students will be able to:

Implement a site structure

Add and customize apps

Create and customize views

Modify site navigation

When setting up a SharePoint site collection, it will often involve repeating a certain number of tasks. Site collection administrators can reduce the effort of duplication by creating reusable objects in a central location by using the tools provided. When defining these in a single spot, site collection administrators can more efficiently manage their site collections as well as maintain consistency throughout the site.

Lessons

Defining Site Columns

Defining Content Types

Implementing a Taxonomy

Configuring the Content Organizer

Using Templates to Promote Consistency

Lab 1: Creating Custom Columns and Content Types

Creating a Content-Type

Applying Content Types to Libraries

Lab 2: Implementing a Taxonomy

Designing a Taxonomy

Adding Managed Metadata Columns

Lab 3: Configuring the Content Organizer

Set Column Default Values

Configuring the Content Organizer

After completing this module, students will be able to:

Create new site columns

Design and implement content types

Implement a taxonomy using the Managed Metadata Service

Implement the Content Organizer

Define site and list templates

Define best practices around creating consistency

Resolve common application compatibility issues

This module explains how permissions work within a site collection, and how the tools within SharePoint 2013 are used to manage and maintain them. It is crucial that SharePoint 2013 site collection and site administrators are able to create and manage permissions within SharePoint 2013.

Lessons

Explaining Permissions and Security in SharePoint

Creating SharePoint Groups

Managing Permissions within SharePoint

Sharing versus Traditional Security

Lab 1: Managing Permissions in SharePoint

Viewing Permissions of SharePoint Objects

Adding Users and Groups to SharePoint Objects

Creating a New SharePoint Group with Custom Permissions

Creating New SharePoint Objects with Unique Permissions

After completing this module, students will be able to:

Explain the concept of sharing

Design and implement security

Define best practices around SharePoint 2013 security

This module explains how to design a company portal using out-of-the-box web parts and themes in SharePoint 2013.

Lessons

Changing the Appearance of the Portal

Editing a Page

Working with Web Parts and App Parts

Targeting Audiences with Content

Lab 1: Adding and Configuring Web Parts

Creating the Content-Type

Applying the Content-Type

Creating a List Template

Adding Content to a List

Creating a Managed Property

Adding the Content Search Web Part

Lab 2: Connecting Web Parts

Creating a Project Site

Creating an Issue Tracking List

Updating the Home Page

Testing the Home Page

Lab 3: Applying Themes to Your Company Portal

Adjusting the Theme

Changing the Logo

After completing this module, students will be able to:

Implement themes and add a logo

Add web parts to pages

Leverage audiences for targeting content

This module covers how companies can extend their SharePoint 2013 environment to include data from other lines of business applications using SharePoint Designer 2013. It also explores how companies can leverage SharePoint for records management and eDiscovery.

Lessons

Creating External Content Types

Setting up an eDiscovery Center

Exploring other Records Management Options

Lab 1: Accessing External Data

Create the External Content Type

Creating the Lists and Forms

Testing the External List

Working with Business Data Web Parts

Lab 2: Leveraging Records Management to Preserve Data

Using a Records Center

Using an eDiscovery Center

After completing this module, students will be able to:

Define external content types

Define and implement records management

Define and implement an eDiscovery center

This module defines the process for using the publishing features of SharePoint 2013 to create rich content pages.

Lessons

Enabling Web Content Management

Managing the Structure of Web Content

Navigating a Site Using Managed Metadata

Configuring a Published Approval Workflow

Lab 1: Creating a Rich Publishing Site

Creating a Web Content Management Site

Creating a News Site

Setting the Default Page Layout

Configuring Image Renditions

Creating News Pages

Lab 2: Configuring a Published Approval Process

Adding a Publishing Approval Workflow

Testing the Workflow

Lab 3: Implementing a Managed Navigation Site

Enabling the Managed Metadata Navigation

Creating Navigation Terms

Creating Additional News Pages

Controlling the Navigation and Page Structure

After completing this module, students will be able to:

Enable web content management

Create a Managed Metadata navigation site

Implement image constraints

Define the structure of pages

Implement a publishing workflow

An important advancement in SharePoint 2013 is the expansion of social computing features. Many organizations have challenges when working with internal talent management, also known as knowledge management. For example, an organization may need to find an individual with the specific skills and knowledge to assist in completing a task or project. SharePoint 2013 offers a viable platform to help organizations with talent or knowledge management.

Lessons

Configuring Social Features in SharePoint 2013

Creating a Community Site

Lab 1: Designing a Social Experience in SharePoint 2013

Enabling Content Ratings

Configuring RSS Feeds

Enabling Social Features in My Profile

Lab 2: Creating a Community Site

Creating the Community Site

Configuring the Community Site

Creating a Discussion

Replying to a Discussion

Managing a Discussion

After completing this module, students will be able to:

Describe the role of social computing in SharePoint 2013

Describe best practices for implementing social collaboration

Design a social experience

Implement a community site leveraging the social computing features of SharePoint 2013

It is often challenging for many organizations to find information quickly and easily. Users can use the search function within SharePoint 2013 to search across a variety of content sources including documents, people and line of business applications with little to no additional configuration. With a small amount of effort, however, organizations can create a robust search experience that is in alignment with their business needs. In this module, students will learn how to leverage search within SharePoint 2013 to help users more quickly find the information they need.

Lessons

Exploring the Search Features of SharePoint 2013

Configuring the Search Settings

Lab 1: Configuring an Advanced Search Center

Connecting to a Search Center

Creating a Managed Property

Creating a Result Source

Configuring the Search Center

Updating the Refinement Panel

Updating Search Navigation

After completing this module, students will be able to:

Create an enterprise Search Center

Customize the Search Center

It is necessary to develop a formal governance plan and committee to maintain quality and consistency in SharePoint. Governance defines policies, procedures and guidelines for how SharePoint will be managed and outlines the roles, responsibilities and actions required to administer and support the SharePoint environment.

Lessons

Reviewing Governance for Site Administration

Discussing the Execution of Governance

After completing this module, students will be able to:

Explain the role of governance for SharePoint

Develop a governance plan and team

This module covers other tools and settings in SharePoint 2013. Site collection administrators or site administrators work as part of their day-to-day activities.

Lessons

Exploring Settings for Site Collection Administrators

Exploring Settings for Site Administrators

After completing this module, students will be able to:

Identify additional settings for site collection administrators

Identify additional settings for site administrators