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

Microsoft

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

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This two-day instructor-led is intended for SharePoint Site Owners and Content Owners. In this course, students learn how to configure and use SharePoints library content management features.

Audience Profile

This course is intended for SharePoint end users, SharePoint Site Owners and Power, SharePoint administrators and developers, SharePoint Governance Team members.

Prerequisites

Course outline

Module 1: SharePoint Content Management

Module Overview

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

Lessons

SharePoints Content Management Features
SharePoint Security
Sharing SharePoint Content
SharePoint Sync

Lab Sessions

SharePoint Security and Sync Configuration

Lab Lessons

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

Module Overview

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 Sessions

Library Configuration

Lab Lessons

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

Module Overview

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 Sessions

Metadata and Taxonomy

Lab Lessons

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

Module Overview

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 Sessions

Site Columns and Content Types

Lab Lessons

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

Module Overview

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 Sessions

Auditing and Retention Policies

Lab Lessons

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 SharePoints 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

Module Overview

This module explains how organize and manage large libraries.

Lessons

Folders
Views
Document Sets
The Content Organizer

Lab Sessions

Organizing Content

Lab Lessons

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

Module Overview

This module explains how to use SharePoints 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

SharePoints Automation Tools: Alerts, Policies, Workflows and Flow
The Out of the Box Workflows
SharePoint Designer Workflows

Lab Sessions

Library Automation

Lab Lessons

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

Module Overview

This module explores records and SharePoints record management features. Both the Records Center and In Place Records Management are covered.

Lessons

Records
In Place Records Management
The Records Center

Lab Sessions

Records Management

Lab Lessons

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

Module Overview

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 Sessions

Search Optimization for Libraries

Lab Lessons

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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