Course 55198-A: Microsoft SharePoint Server Content Management for SharePoint 2013 and 2016

Course Modality

Instructor-led training

Course Level

Intermediate

Course Time

2 Days

Course Language

English

Course Overview

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.

Prerequisites

Before attending this course, students must have:

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.

Intended Audience

SharePoint end users
SharePoint Site Owners and Power
SharePoint administrators and developers
SharePoint Governance Team members

Job role: Developer

Features: none

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Skill Covered

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.

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Course Curriculum

Module 1

SharePoint Content Management

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

Lessons

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”.

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

Lab : 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.

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

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

Lab : Metadata and Taxonomy

Working with Ad Hoc Columns
Working with Choice, Lookup and Metadata Columns
Creating and Using Term Sets
Configuring Library Metadata Options

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

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 : 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.

Module 5

Auditing and Retention Policies

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 : 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.

Module 6

Organizing Content

This module explains how organize and manage large libraries.

Lessons

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.

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

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.

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

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.

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

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.

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