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Microsoft

Course 55033-A: SharePoint 2013 Site Collection and Site Administration

  • Duration: 5 days
  • Job Role: Developer

Course 55033-A: SharePoint 2013 Site Collection and Site Administration

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This five-day instructor-led course is intended for power users, who are tasked with working within the SharePoint 2013 environment. This course will provide a deeper, narrowly-focused training on the important and popular skills needed to be an administrator for SharePoint site collections and sites. SharePoint deployment or farm administration skills and tasks, which are required for IT professionals to manage SharePoint 2013, are available in separate Microsoft Official Courseware.

Audience Profile

This course is intended for SharePoint site collection administrators, site administrators and power users who are tasked with working within the SharePoint environment.

Prerequisites

  • Windows client operating system - either Windows XP, Windows 7 or Windows 8.
  • Microsoft Office 2007, Office 2010 or Office 2013.
  • Microsoft Internet Explorer 7, 8 or 9.

Course outline

Module 1: Getting Started with SharePoint 2013

Module Overview

This module introduces SharePoint 2013 concepts to site collection and site administrators. Once administrators can explain basic terminology and how to navigate around SharePoint, they have a solid foundation for the rest of the course.

Lessons

Exploring SharePoint 2013 Site Collection and Site Administrator Roles
Defining SharePoint Terminology
Navigating a SharePoint Site
Interacting with the Ribbon
Creating and Editing Basic Content

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Define SharePoint 2013 roles and terminology.
Navigate SharePoint 2013.
Utilize functions available in the Microsoft ribbon.
Create and add basic content to SharePoint.

Module 2: Planning a Company Portal Using SharePoint 2013

Module Overview

Governance in SharePoint plays a critical role in determining the potential success of a SharePoint deployment. When a greater emphasis is placed on governance, it gives organizations a better chance to succeed in the deployment and maintenance of SharePoint. Each organization must ensure that the proper policies and procedures are in place to keep SharePoint aligned with the overall business goals, even as business needs change. This module introduces the concept of governance and highlights best practices.

Lessons

Defining SharePoint Governance
Working with Information Architecture
Implementing Site Hierarchies

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Define governance and its role within SharePoint 2013.
Define and develop information architecture.
Develop a site structure.

Module 3: Creating a Company Portal

Module Overview

The first major milestone, after planning the company portal, is executing and building the site structure. The site structure includes the components for storing and presenting information namely sites, lists and libraries and apps, which are new to SharePoint 2013. Because the site structure provides the framework for the entire portal, it is essential that site collection administrators have a firm grasp of creating sites, document libraries and lists, as well as managing navigation.

Lessons

Creating a Site Structure
Defining SharePoint Apps
Customizing Lists and Libraries
Explaining Views on Lists and Libraries
Creating Views on Lists and Libraries
Modifying Navigation

Lab Sessions

Creating a Structured Company Portal

Lab Lessons

Creating a New Main Department Site
Creating a New Child Department Site
Create New Apps for Documents and lists
Modifying Columns on an Existing List
Adding Comumns to an Existing List or Library
Working with Versioning and Content Approval
Creating a Custom View
Updating the Global Naviation
Updating the Current Navigation

After completing this module, students will be able to:

Implement a site structure.
Add and customize apps.
Create and customize views.
Modify site navigation.

Module 4: Creating Consistency across Sites

Module Overview

When setting up a SharePoint site collection, it will often involve repeating a certain number of tasks. Site collection administrators can reduce the effort of duplication by creating reusable objects in a central location by using the tools provided. When defining these in a single spot, site collection administrators can more efficiently manage their site collections as well as maintain consistency throughout the site.

Lessons

Defining Site Columns
Defining Content Types
Implementing a Taxonomy
Configuring the Content Organizer
Using Templates to Promote Consistency

Lab Sessions

Creating Custom Columns and Content Types
Implementing a Taxonomy
Configuring the Content Organizer

Lab Lessons

Creating a Content Type
Applying Content Types to Libraries
Designing a Taxonomy
Adding Managed Metadata Columns
Set Column Default Values
Configuring the content Organizer

After completing this module, students will be able to:

Create new site columns.
Design and implement content types.
Implement a taxonomy using the Managed Metadata Service.
Implement the Content Organizer.
Define site and list templates.
Define best practices around creating consistency.

Module 5: Securing a Company Portal

Module Overview

This module explains how permissions work within a site collection, and how the tools within SharePoint 2013 are used to manage and maintain them. It is crucial that SharePoint 2013 site collection and site administrators are able to create and manage permissions within SharePoint 2013.

Lessons

Explaining Permissions and Security in SharePoint
Creating SharePoint Groups
Managing Permissions within SharePoint
Sharing versus Traditional Security

Lab Sessions

Managing Permissions in SharePoint

Lab Lessons

Viewing Permissions of SharePoint Objects
Adding Users and Groups to SharePoint Objects
Creating a New SharePoint Group with Custom Permissions
Creating New SharePoint Objechts with Unique Permissions

After completing this module, students will be able to:

Explain the concept of sharing.
Design and implement security.
Define best practices around SharePoint 2013 security.

Module 6: Customizing the Look of a Portal

Module Overview

This module explains how to design a company portal using out-of-the-box web parts and themes in SharePoint 2013.

Lessons

Changing the Appearance of the Portal
Editing a Page
Working with Web Parts and App Parts
Targeting Audiences with Content

Lab Sessions

Adding and Configuring Web Parts
Connecting Web Parts
Applying Themes to Your Company Portal

Lab Lessons

Creating the Content Type
Applying the Content Type
Creating a List Template
Adding Content to a List
Creating a Managed Property
Adding the Content Search Web Part
Creating a Project Site
Creating an Issue Tracking List
Updating the Home Page
Testing the Home Page
Adjusting the Theme
Changing the Logo

After completing this module, students will be able to:

Implement themes and add a logo.
Add web parts to pages.
Leverage audiences for targeting content.

Module 7: Extending a Company Portal

Module Overview

This module covers how companies can extend their SharePoint 2013 environment to include data from other line of business applications using SharePoint Designer 2013. It also explores how companies can leverage SharePoint for records management and eDiscovery.

Lessons

Creating External Content Types
Setting up an eDiscovery Center
Exploring other Records Management Options

Lab Sessions

Accessing External Data
Leveraging Records Management to Preserve Data

Lab Lessons

Create the External Content Type
Creating the Lists and Forms
Testing the External List
Working with Business Data Web Parts
Using a Records Center
Using an eDiscovery Center

After completing this module, students will be able to:

Define external content types.
Define and implement records management.
Define and implement an eDiscovery center.

Module 8: Leveraging Web Content Management

Module Overview

This module defines the process for using the publishing features of SharePoint 2013 to create rich content pages.

Lessons

Enabling Web Content Management
Managing the Structure of Web Content
Navigating a Site Using Managed Metadata
Configuring a Published Approval Workflow

Lab Sessions

Creating a Rich Publishing Site
Configuring a Published Approval Process
Implementing a Managed Navigation Site

Lab Lessons

Creating a Web Content Management Site
Creating a News Site
Setting the Default Page Layout
Configuring Image Renditions
Creating News Pages
Adding a Publishing Approval Workflow
Testing the Workflow
Enabling the Managed Metadata Navigation
Creating Navigation Terms
Creating Additional News Pages
Controlling the Navigation and Page Structure

After completing this module, students will be able to:

Enable web content management.
Create a Managed Metadata navigation site.
Implement image constraints.
Define the structure of pages.
Implement a publishing workflow.

Module 9: Bridging the Social Gap

Module Overview

An important advancement in SharePoint 2013 is the expansion of social computing features. Many organizations have challenges when working with internal talent management, also known as knowledge management. For example, an organization may need to find an individual with the specific skills and knowledge to assist in completing a task or project. SharePoint 2013 offers a viable platform to help organizations with talent or knowledge management.

Lessons

Configuring Social Features in SharePoint 2013
Creating a Community Site

Lab Sessions

Designing a Social Experience in SharePoint 2013
Creating a Community Site

Lab Lessons

Enabling Content Ratings
Configuring RSS Feeds
Enabling Social Features in My Profile
Creating the Community Site
Configuring the Community Site
Creating a Discussion
Replying to a Discussion
Managing a Discussion

After completing this module, students will be able to:

Describe the role of social computing in SharePoint 2013.
Describe best practices for implementing social collaboration.
Design a social experience.
Implement a community site leveraging the social computing features of SharePoint 2013.

Module 10: Finding Information Using Search

Module Overview

It is often challenging for many organizations to find information quickly and easily. Users can use the search function within SharePoint 2013 to search across a variety of content sources including documents, people and line of business applications with little to no additional configuration. With a small amount of effort, however, organizations can create a robust search experience that is in alignment with their business needs. In this module, students will learn how to leverage search within SharePoint 2013 to help users more quickly find the information they need.

Lessons

Exploring the Search Features of SharePoint 2013
Configuring the Search Settings

Lab Sessions

Configuring an Advanced Search Center

Lab Lessons

Connecting to a Search Center
Creating a Managed Property
Creating a Result Source
Configuring the Search Center
Updating the Refinement Panel
Updating Search Navigation

After completing this module, students will be able to:

Create an enterprise Search Center.
Customize the Search Center.

Module 11: Controlling and Planning for Growth

Module Overview

It is necessary to develop a formal governance plan and committee to maintain quality and consistency in SharePoint. Governance defines policies, procedures and guidelines for how SharePoint will be managed and outlines the roles, responsibilities and actions required to administer and support the SharePoint environment.

Lessons

Reviewing Governance for Site Administration
Discussing the Execution of Governance

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Explain the role of governance for SharePoint.
Develop a governance plan and team.

Module 12: Administering a Company Portal Built on SharePoint 2013

Module Overview

This module covers other tools and settings in SharePoint 2013. Site collection administrators or site administrators work as part of their day-to-day activities.

Lessons

Exploring Settings for Site Collection Administrators
Exploring Settings for Site Administrators

Lab Sessions

Not available for this module

Lab Lessons

Lab lessons not available

After completing this module, students will be able to:

Identify additional settings for site collection administrators.
Identify additional settings for site administrators.

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