Type
Virtual
Classroom ILT
Skill Level
Available dates
Learning Path
Virtual
Duration
1 Day
TYPE
Virtual
Classroom ILT
LEARNING PATH
SKILL LEVEL
DURATION
AVAILABLE DATES
Introduction:
This two-day instructor-led is intended for SharePoint Site Owners and Content Owners. In this course, students learn how to configure and use SharePoint’s library content management features.
Audience profile:
- SharePoint end users
- SharePoint Site Owners and Power
- SharePoint administrators and developers
- SharePoint Governance Team members
- Job role: Developer
Pre-requisites:
- Attended a SharePoint Site Owners class or have strong SharePoint Site Owner / Site Collection Administrator experience.
- Knowledge of their business requirements for content, records and governance.
Course Objectives
- After completing this course, students will be able to:
- Plan, organize and manage SharePoint content.
- Configure and use SharePoint library features such as versioning, content approval and validation.
- Create and manage metadata.
- Create, distribute and use Site Columns and Content Types.
- Configure and use Auditing and Retention.
- Configure and use library organization features such as Folders, View, Document Sets and the Content Organizer.
- Choose and configure automation features such as workflows and alerts.
- Plan for, configure and use SharePoint’s Record Management features.
- Improve the end user search experience for libraries.
Course content
Module 1: SharePoint Content Management |
This module supplies an overview of SharePoint content management features and a review of SharePoint security.
Lessons: |
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Lab: SharePoint Security and Sync Configuration |
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After completing this module, students will be able to: |
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Module 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.
Lessons: |
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Lab: Library Configuration |
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After completing this module, students will be able to |
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Module 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.
Lessons: |
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Lab: Metadata and Taxonomy |
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After completing this module, you will be able to: |
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Module 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.
Lessons: |
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Lab: Site Columns and Content Types |
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After completing this module, students will be able to: |
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Module 5: Auditing and Retention Policies |
This module explores the Information Management Policies features, including activity auditing and document retention policies.
Lessons: |
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Lab: Auditing and Retention Policies |
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After completing this module, students will be able to: |
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Module 6: Organizing Content |
This module explains how organize and manage large libraries.
Lessons: |
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Lab: Organizing Content |
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After completing this module, students will be able to: |
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Module 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.
Lessons: |
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Lab: Library Automation |
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After completing this module, students will be able to: |
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Module 8: Records Management |
This module explores records and SharePoint’s record management features. Both the Records Center and In Place Records Management are covered.
Lessons: |
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Lab: Records Management |
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After completing this module, students will be able to: |
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Module 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”.)
Lessons: |
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Lab: Search Optimization for Libraries |
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After completing this module, students will be able to: |
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Associated certifications and exam:
On successful completion of this course students will receive a Torque IT attendance certificate.
Microsoft Overview
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