Description

This training program is intended for SharePoint Site Owners and Content Owners. This course will help professionals learn how to use and configure SharePoint’s library content management features.

Radiant Techlearning offers Microsoft SharePoint Server Content Management for SharePoint 2013 and 2016 training program in Classroom and Virtual Instructor led/Online mode.

 

Duration: 2 days

 

Learning Objectives

The completion of this course will allow professionals to:

  • Plan, organize and manage SharePoint content.
  • Configure and use SharePoint library features like versioning, content approval as well as validation.
  • Create, distribute as well as make use of Site Columns and Content Types.
  • Configure and use Auditing and Retention.
  • Create and manage metadata.
  • Configure and use library organization features like Folders, View, Document Sets as well as the Content Organizer.
  • Configure and choose automation features like workflows and alerts.
  • Plan, configure and make use of SharePoint’s Record Management features.
  • Improve and enhance the end user search experience for libraries.

Pre-requisite

Prior to starting this course, candidates must have attended a SharePoint Site Owners class or have strong SharePoint Site Owner / Site Collection Administrator experience. They also must have knowledge of their business requirements for content, records and governance.

Audience Profile

This course is designed especially for SharePoint Site Owners and Power, SharePoint end users, SharePoint administrators and developers as well as SharePoint Governance Team members

Course Content

Module 1: SharePoint Content Management

This module gives an outline of SharePoint content management features along with a review of SharePoint security.

Lessons:

  • SharePoint’s Content Management Features
  • SharePoint Security
  • Sharing SharePoint Content
  • SharePoint Sync

Lab: SharePoint Security and Sync Configuration

  • Securing a Library
  • Working with Users and Groups
  • Managing Share and Sync

The completion of this module will enable the candidates 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 describes how to create and configure SharePoint libraries. In this module, we will expand and review 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: Library Configuration

  • Create and Configure a “Products” Library
  • Exploring Library Features
  • Uploading Content

The completion of this module will enable the candidates to:

  • Create and configure libraries.

Module 3: Metadata and Taxonomy

This module will help us understand the concepts of metadata and a formal taxonomy. We will explore Managed Metadata Services from the farm level as well as the site level.

Lessons:

  • Definitions!
  • Who Creates and Manages Your Taxonomy?
  • Using Metadata
  • The Managed Metadata Service
  • Enterprise Metadata and Keywords Settings

Lab: Metadata and Taxonomy

  • Working with Ad Hoc Columns
  • Working with Choice, Lookup and Metadata Columns
  • Creating and Using Term Sets
  • Configuring Library Metadata Options

The completion of this module will enable the candidates to:

  • Describe SharePoint Metadata and Taxonomy features.
  • Create and Consume Managed Metadata Term Sets.

Module 4: Site Columns and Content Types

This module describes how to formalize, standardize as well as automate the collection of metadata by making use of Site Columns and Content Types.

Lessons:

  • Working with Site Columns and Content Types
  • Site Columns
  • Content Types
  • The Content Type Hub

Lab: Site Columns and Content Types

  • Creating and using Site Columns
  • Creating and using Content Types
  • Working with the Content Type Hub

The completion of this module will enable the candidates to:

  • Define, and identify when to make use of Site Columns and Content Types.
  • Manage content by making use of Site Columns as well as Content Types.
  • Centrally manage Content Types using a Content Type Hub.

Module 5: Auditing and Retention Policies

This module will tell you about the Information Management Policies features, including activity auditing as well as 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: Auditing and Retention Policies

  • Configuring Information Management Policy Settings meant for a Library
  • Configuring Information Management Policy Settings meant for a Content Type
  • Using List and Document Activity Reports

The completion of this module will enable the candidates to:

  • Explain SharePoint’s features for auditing as well as retention policies.
  • Configure Information Management Policy Settings meant for a Library or Content Type.
  • Use List and Document Activity Reports.

Module 6: Organizing Content

This module describes how to manage and organize large libraries.

Lessons:

  • Folders
  • Views
  • Document Sets
  • The Content Organizer

Lab: Organizing Content

  • Working with Folders and Views
  • Creating a Custom Document Set
  • Configuring the Content Organizer to move documents

The completion of this module will enable the candidates to:

  • Know when to use folders vs. views.
  • Create custom Document Sets.
  • Work with the Content Organizer in order to automatically move documents.

Module 7: Library Automation

This module describes the method to use SharePoint’s automation tools in order to manage documents. These automation tools include Alerts, Retention Policies as well as Workflows. This module will give the professionals an overview of workflow creation using SharePoint Designer.

Lessons:

  • SharePoint’s Automation Tools include Alerts, Policies, Workflows as well as Flow
  • The Out of the Box Workflows
  • SharePoint Designer Workflows

Lab: Library Automation

  • Making use of the Out of the Box Approval Workflow
  • Creating a SharePoint Designer Workflow

The completion of this module will enable the candidates to:

  • Describe the SharePoint Automation features.
  • Configure the workflows and out of the box features.
  • Get started with SharePoint Designer workflows.

Module 8: Records Management

This module will give us knowledge about records and SharePoint’s record management features. Both the Records Center as well as In Place Records Management are covered.

Lessons:

  • Records
  • In Place Records Management
  • The Records Center

Lab: Records Management

  • Configuring In Place Records Management.
  • Creating a Records Center site.
  • Managing Records.

The completion of this module will enable the candidates 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 describes how to configure a better search experience for your library users by modifying the search schema in order to take advantage of your metadata.

Lessons:

  • Tips for Searching Library Content
  • From Site Column to Managed Property
  • The Search Schema
  • Improving the Search Experience

Lab: Search Optimization for Libraries

  • Searching Libraries
  • Creating a Search Managed Property
  • Improving Title and Author Searches

The completion of this module will enable the candidates to:

  • Explain the association between Site Columns and Search Managed Properties.
  • Create new Managed Properties from Site Columns.
  • By “tweaking” the search schema, enhance user search results.

FAQs

Q: What is SharePoint content management?

 

A: A CMS is a system that allows a set of users to publish, edit and alter content. Many such systems mainly provide procedures to manage workflows in a collaborative atmosphere and that term “collaborative environment” is generally heavily used in the SharePoint as well as Office 365 market.

 

Q: What is the difference between SharePoint 2013 and 2016?

 

A: The biggest difference between SharePoint 2013 and SharePoint 2016 is that the newer version is built to play nice with Office 365 applications. Even though SharePoint 2013 basically allows you to search local as well as cloud servers, indexes are kept separate for the two atmospheres.

 

Q: What is SharePoint document management system?

 

A: This article contains a high-level description of the various elements of a document management solution that is based on SharePoint Server. Document management generally controls the life cycle of documents in your companies about how they are created, reviewed and published as well as how they are ultimately disposed of or retained.

 

Q: What is SharePoint good for?

 

A: SharePoint is an industry leading document management and collaboration tool developed by Microsoft. It’s basically an intranet and content management system which is mainly used for internal purposes to assist with bringing business together including secure document management, collaboration opportunities and much more.

 

Q: If I face technical difficulty during the class what should I do?

 

A: Technical issues are unpredictable and might occur with you as well. Participants have to ensure that they have the system with required configuration with good internet speed to access online labs.

If the problem still persists or you face any challenge during the class then you can report to us or your trainer. In that case Radiant would provide you the recorded session of that particular day. However, those recorded sessions are not meant only for personal consumption and NOT for distribution or any commercial use.

 

Q: Does this training program include any project?

 

A: Yes, Radiant will provide you the most updated, high valued and relevant real time projects and case studies in each training program.

We included projects in each training program from fundamental level to advance level so that you don’t have to face any difficulty in future. You will work on highly exciting projects and that will upgrade your skill, knowledge and industry experience.

 

Q: How the training will be delivered or conducted?

 

A: Radiant Techlearning offers customized training delivery solutions for individuals, teams and businesses depending upon what they require. Here is how we help each one through our diverse formats.

Dedicated Classroom Training program

Onsite: To meet the needs & expectations of our corporate clients all over the world, our expert will travel all the way to your location to deliver the training program at a premise of your choice & convenience.

Offsite: Our client and Individual professionals across the world travel all the way to India to attend our classroom training sessions. We assist them in services like accommodation, Airport pick & drop, daily cab & Visa assistance.

Public Batches: Corporates & Individual professionals across the world can nominate their employees or themselves in our classroom or online public batches. Our public batches would have limited number of participants to ensure individual attention. As the participants are from different background and companies, you learn from everyone’s experience.

On-the-Job Learning: Our team of consultant would help you to execute end-to-end project and simultaneously learn the technology.

 

Q: What are the various learning options or training mode available?

 

A: Radiant Techlearning offers customized solutions and training programmes for individuals, teams and businesses depending upon what they require. Here is how we help each one through our diverse formats.

Individuals / One-O-One Training

  • Focused learning sessions
  • Programs scheduling according to your choice
  • Get personalized attention
  • Choose what technology interests you

Teams: Enroll for our Classroom or online Public Batches

  • Get our specialized updated content for different skill levels
  • Get on-demand learning and solve problems quickly
  • Get help from the ground level through sequential learning

Enterprise:

  • Get customized training programmes and solutions that can be curated especially for your business
  • Meet needs of all learners
  • Let your employees be geared up for all kinds of problem solving
  • Inspire your teams for future
  • Update your employees with latest information stretching from technology, business leadership to marketing
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