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MS-55198

Microsoft SharePoint Server Content Management for SharePoint 2013 and 2016

Description

This two-day instructor-led course 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.

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.

Outline

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 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.
  • 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

  • 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.

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 1: 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 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:

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.

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 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:

  • 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 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.

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 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 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 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.
  • 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.

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 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.
  • Improve user search results by “tweaking” the search schema.

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.

Audience

  • SharePoint end users.
  • SharePoint Site Owners and Power.
  • SharePoint administrators and developers.
  • SharePoint Governance Team members.
Starting From

$895.50

$995.00 List Price

2 Days Course

Class Dates

Early Bird Saving
$895.50
Live Classroom
Remote Live

This class runs from 09:00 AM to 04:30 PM EDT

Software Assurance
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