55198: Microsoft SharePoint Server Content Management for SharePoint 2013 and 2016 Training

This module supplies an overview of SharePoint content management features and a review of SharePoint security.

Lessons

• SharePoint Security
• Sharing SharePoint Content
• SharePoint Sync

Lab 1: SharePoint Security and Sync Configuration

• Securing a Library
• Working with Users and Groups
• Managing Share and Sync

After completing this module, students will be able to:

• Describe the SharePoint Content Management Features.
• Configure List and Library Security.

This module explains how to create and configure SharePoint libraries. Here, we will review and expand on topics covered in typical Site Owner training.

Lessons

• Versioning
• Content Approval
• Check Out/In
• Ratings and Likes
• Column and Item Validation Settings
• RSS and Incoming Email

Lab 1: Library Configuration

• Exploring Library Features
• Uploading Content

After completing this module, students will be able to:

• Create and configure libraries.

In this module, we will explore the concepts of metadata and a formal taxonomy. We will explore Managed Metadata Services from the farm level and the site level.

Lessons

• Definitions!
• Who Creates and Manages Your Taxonomy?
• Using Metadata
• The Managed Metadata Service
• Enterprise Metadata and Keywords Settings

Lab 1: Metadata and Taxonomy

• Migrating Settings by using Windows Easy Transfer
• Configuring a Reference Image of Windows 7
• Configuring a Reference Image

After completing this module, students will be able to:

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

This module explains how to formalize, standardize and automate the collection of metadata by using Site Columns and Content Types.

Lessons

• Working with Site Columns and Content Types
• Site Columns
• Content Types
• The Content-Type Hub

Lab 1: Site Columns and Content Types

• Creating and using Site Columns
• Creating and using Content Types
• Working with 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.

This module explores the Information Management Policies features, including activity auditing and document retention policies.

Lessons

• Information Management Policy Settings
• Creating a Site Collection Policy template
• Configuring Document Retention
• Configuring Document Auditing
• Creating Policies for a List or Library
• List and Document Activity Reports

Lab 1: Auditing and Retention Policies

• Configuring Information Management Policy Settings for a Library
• Configuring Information Management Policy Settings for a Content-Type
• Using List and Document Activity Reports

After completing this module, students will be able to:

• Configure Information Management Policy Settings for a Library or Content Type.
• Use List and Document Activity Reports.

This module explains how to organize and manage large libraries.

Lessons

• Folders
• Views
• Document Sets
• The Content Organizer

Lab 1: Organizing Content

• Working with Folders and Views
• Creating a Custom Document Set
• Configuring the Content Organizer to move documents

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.

This module explains how to use SharePoint�s automation tools to manage documents. These include Alerts, Retention Policies and Workflows. This module will provide an overview of workflow creation using SharePoint Designer.

Lessons

• The Out-of-the-Box Workflows
• SharePoint Designer Workflows

Lab 1: Library Automation

• Using the Out of the Box Approval Workflow
• Creating a SharePoint Designer Workflow

After completing this module, students will be able to:

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

This module explores records and SharePoint�s record management features. Both the Records Center and In Place Records Management are covered.

Lessons

• Records
• In-Place Records Management
• The Records Center

Lab 1: Records Management

• Configuring In-Place Records Management.
• Creating a Records Center site.
• Managing Records.

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.

This module explains how to configure a better search experience for your library users by modifying the search schema to take advantage of your metadata. (For complete coverage of Search Administration see course: �55122AC Microsoft SharePoint 2013 Search Administration�.)

Lessons

• Tips for Searching Library Content
• From Site Column to Managed Property
• The Search Schema
• Improving the Search Experience

Lab 1: Search Optimization for Libraries

• Searching Libraries
• Creating a Search Managed Property
• Improving Title and Author Searches

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.