SharePoint 2016 Site Collections and Site Owner Administration (55234)

Course Overview

1 - GETTING STARTED WITH SHAREPOINT 2016

• Exploring SharePoint 2016 Site Collection and Site Administrator Roles
• Defining SharePoint Terminology
• Navigating a SharePoint Site
• Interacting with the Ribbon
• Creating and Editing Basic Content
• What is Metadata?
• Versions of SharePoint
• Standard
• Enterprise
• O365

2 - BUILDING A SITE COLLECTION WITH APPS

• The Structure of SharePoint
• Creating a Site
• What does a site template come with?
• Defining SharePoint Apps
• Customizing Lists and Libraries
• Creating/Managing Lists and Libraries through SharePoint Designer
• Explaining Views on Lists and Libraries
• Creating Views in Lists and Libraries
• Modifying Navigation
• Turning Site Features On/Off
• Reorganizing a Site using Site Content and Structure feature
• Lab 1: Creating a Structured Company Portal
• Lab 2: Creating a List Using SharePoint Designer (Optional)

3 - CREATING CONSISTENCY ACROSS SITES

• Defining Site Columns
• Defining Content Types
• Implementing a Taxonomy
• Using Templates to Promote Consistency
• Lab 1: Creating Site Columns and Content Types
• Lab 2: Implementing a Taxonomy
• Lab 3: Configuring the Content Organizer

4 - SHAREPOINT PERMISSIONS

• Explaining Permissions and Security in SharePoint
• Creating SharePoint Groups
• Managing Permissions within SharePoint
• Sharing versus Traditional Security
• Sharing as different permission levels
• Lab 1: Managing Permissions in SharePoint

5 - WORKING WITH PAGES AND WEB PARTS

• Changing the Appearance of the Portal
• Editing a Page
• wiki
• web part
• Working with Web Parts and App Parts
• App Parts
• Content Search Web Part
• Relevant Documents
• Content query
• Table of Contents
• Pictures
• Web Part Connections
• Filter web parts
• Web parts with Targeting Audience
• Lab 1: Adding and Configuring Web Parts
• Lab 2: Connecting Web Parts
• Lab 3: Applying Themes to Your Company Portal

6 - DOCUMENT AND RECORDS MANAGEMENT

• Basic Content Approval
• Versioning
• Check In/Out
• Holds
• Retention Policy
• Document ID
• Content Organizer
• Compliance Policy Center Site Template
• EDiscovery
• Records Center
• Lab 1: Working with Advanced Document Management Features
• Lab 2: Leveraging Records Management to Preserve Data

7 - WORKFLOW

• Alerts
• Out of the Box Workflow
• Activating Workflow Features
• Approval Workflow
• Creating a Workflow in SharePoint Designer
• Lab 1: Creating an Approval Workflow from SharePoint
• Lab 2: Creating a Custom Workflow in SharePoint Designer (Optional)

8 - OFFICE INTEGRATION

• Outlook
• Calendar
• Contacts
• Excel
• Word
• PowerPoint
• OneDrive for Business
• OneNote
• Access
• Lab 1: Importing and Exporting Excel Data with SharePoint
• Lab 2: Linking Outlook and SharePoint

9 - CREATING PUBLISHING SITES

• Why use a publishing site?
• Publishing Pages
• Enabling Web Content Management
• Managing the Structure of Web Content
• Navigating a Site Using Managed Metadata
• Lab 1: Creating a Rich Publishing Sit
• Lab 2: Configuring a Publishing Approval Process
• Lab 3: Implementing a Managed Navigation Site

10 - BRIDGING THE SOCIAL GAP

• My Sites
• Configuring Social Features in SharePoint
• Posts, Tags and Mentions
• Creating a Community Site
• Lab 1: Designing a Social Experience in SharePoint 2016
• Lab 2: Creating a Community Site

11 - FINDING INFORMATION USING SEARCH

• Exploring the Search Features in SharePoint
• Configuring Search Settings
• Search Analytics
• Search Visibility
• Lab 1: Configuring an Advanced Search Center

12 - PLANNING A COMPANY PORTAL USING SHAREPOINT

• Defining SharePoint Governance
• Working with Information Architecture
• Implementing Site Hierarchies
• Discussing the Execution of Governance

13 - SITE COLLECTION ADMINISTRATOR SETTINGS

• Exploring Settings for Site Collection Administrators
• Exploring Settings for Site Administrators
• Site Closure Policies

Prerequisites

Before attending this class, students must have:

• Windows client operating system - either Windows XP, Windows 7, Windows 8, or Windows 10
• Microsoft Office 2007, Office 2010, Office 2013, or Office 2016
• Microsoft Internet Explorer 7 or later, or similar web browser
• It is recommended students have familiarity with previous versions of SharePoint, though it is not a required prerequisite.