Microsoft SharePoint Server Content Management for SharePoint

Microsoft SharePoint Server Content Management for SharePoint 2013 and 2016 is a two-day instructor-led course is intended for SharePoint Site Owners and Content Owners. In this course, you will learn how to configure and use SharePoint`s library content management features.

Key Microsoft SharePoint Server Content Management for SharePoint 2013 and 2016 Takeaways

After completing this course, you 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.

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.

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.

• Microsoft SharePoint Server Content Management for SharePoint 2013 and 2016SharePoint end users.
• SharePoint Site Owners and Power.
• SharePoint administrators and developers.
• SharePoint Governance Team members.