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

The two-day class led by instructors at Microtek Learning is intended for SharePoint site and Content Owners. This course prepares the student to configure and use the Library content management functions of SharePoint.

This training is designed based on the objectives of the course variant 55198A.

• Planning, organizing, and managing SharePoint content.
• Configuring and using library features of SharePoint such as content approval and validation, and versioning
• Creating and managing metadata.
• Creating, distributing, and using Content Types and Site Columns.
• Configuring and using Retention and Auditing.
• Configuring and using Folders, Document Sets, View, and the Content Organizer features of the library organization.
• Choosing and configuring automation functions including alerts and workflows.
• Planning, configuring, and using Record Management features of SharePoint.
• Improving the library’s search experience for end-users.

The course has been created for End users of SharePoint, Power users and Site Owners of SharePoint, Administrators and Developers of SharePoint, and Governance Team members of SharePoint.

• 1. SharePoint Content Management

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

• SharePoint’s Content Management Features
• SharePoint Security
• Sharing SharePoint Content
• SharePoint Sync

Lab: 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.
• Understand the risks of “Share” and “Sync”.
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2. Library Configuration
This module explains how to create and configure SharePoint libraries. Here, we will review and expand on topics covered in typical Site Owner training.
Versioning
Content Approval
Check Out/In
Ratings and Likes
Column and Item Validation Settings
RSS and Incoming Email
Lab 1: Library Configuration
Create and Configure a “Products” Library
Exploring Library Features
Uploading Content
After completing this module, students will be able to:
Create and configure libraries.
3. Metadata and Taxonomy
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.
Definitions!
Who Creates and Manages Your Taxonomy?
Using Metadata
The Managed Metadata Service
Enterprise Metadata and Keywords Settings
Lab: 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.
4. Site Columns and Content Types
This module explains how to formalize, standardize and automate the collection of metadata by using Site Columns and Content Types.
Working with Site Columns and Content Types
Site Columns
Content Types
The Content Type Hub
Lab: 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.
5. Auditing and Retention Policies
This module explores the Information Management Policies features, including activity auditing and document retention policies.
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: 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:
Describe SharePoint’s features for auditing and retention policies.
Configure Information Management Policy Settings for a Library or Content Type.
Use List and Document Activity Reports.
6. Organizing Content
This module explains how organize and manage large libraries.
Folders
Views
Document Sets
The Content Organizer
Lab: 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.
7. Library Automation
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.
SharePoint’s Automation Tools: Alerts, Policies, Workflows and Flow
The Out of the Box Workflows
SharePoint Designer Workflows
Lab: 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 out of the box features and workflows.
Get started with SharePoint Designer workflows.
8. Records Management
This module explores records and SharePoint’s record management features. Both the Records Center and In Place Records Management are covered.
Records
In Place Records Management
The Records Center
Lab: 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.
9. Search Optimization for Libraries
This module explains how to configure a better search experience for your library users by modifing the search schema to take advantage of your metadata. (For complete coverage of Search Administration see course: “55122AC Microsoft SharePoint 2013 Search Administration”.)
Tips for Searching Library Content
From Site Column to Managed Property
The Search Schema
Improving the Search Experience
Lab: 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.
Improve user search results by “tweaking” the search schema.