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Microsoft SharePoint Server Content Management for SharePoint 2013 and 2016

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Duration: 2 Days

Method: Instructor Led, Hands on

Price: $1125.00

Course Code: SH2012


Audience

This class is intended for SharePoint Site Owners, Power Users, Administrators and Governance Team Members.

Description

Students will learn how to configure and use SharePoint’s library content management features.

Objectives

Upon successful completion of this course, the student 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.

Prerequisites

Students should have attended a SharePoint Site Owners class or have strong SharePoint Site Owner / Site Collection Administrator experience. Also knowledge of their business requirements for content, records and governance is recommended.

Topics

  • I. SharePoint Content Management
    • SharePoint’s Content Management Features
    • SharePoint Security
    • Sharing SharePoint Content
    • SharePoint Sync
  • II. Library Configuration
    • Versioning
    • Content Approval
    • Check Out/In
    • Ratings and Likes
    • Column and Item Validation Settings
    • RSS and Incoming Email
  • III. Metadata and Taxonomy
    • Definitions!
    • Who Creates and Manages Your Taxonomy?
    • Using Metadata
    • The Managed Metadata Service
    • Enterprise Metadata and Keywords Settings
  • IV. Site Columns and Content Types
    • Working with Site Columns and Content Types
    • Site Columns
    • Content Types
    • The Content Type Hub
  • V. Auditing and Retention Policies
    • 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
  • VI. Organizing Content
    • Folders
    • Views
    • Document Sets
    • The Content Organizer
  • VII. Library Automation
    • SharePoint’s Automation Tools: Alerts, Policies, Workflows and Flow
    • The Out of the Box Workflows
    • SharePoint Designer Workflows
  • VIII. Records Management
    • Records
    • In Place Records Management
    • The Records Center
  • IX. Search Optimization for Libraries
    • Tips for Searching Library Content
    • From Site Column to Managed Property
    • The Search Schema
    • Improving the Search Experience