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SharePoint Site Administration and Power User Training

Course Code

WN293

Duration

2 Days

Participants with experience in Windows familiarization, network administration experience, or the configuration of managing and maintaining previous SharePoint sites or environments will get the most from this training.
Microsoft and most companies are moving to a cloud or an on premise working environment. This course will help the participant understand how to create, manage, maintain and design a SharePoint environment in the cloud or on premise. This course addresses the working understanding of helping any organization establish a good solid practice for managing, building SharePoint environment and how to grow and maintain customers’ needs through the features, webparts and functionality of SharePoint.
This course is designed for individuals who are either going to be or are existing SharePoint site Administrators. This training is geared toward those who have an understanding or experience in supporting, maintaining a web environment or collaboration portal.

In this course, participants will:

  • Strategize on building, growing and maintaining SharePoint sites
  • Establish Governance Policies for Best Practices in Rolling out and supporting SharePoint
  • Manage & Maintain SharePoint Permissions & Securities
  • Learn the new Document Management features and capabilities
  • Learn the strengths and weaknesses of different tools for maintaining or managing SharePoint Sites such as SharePoint Designer
  • Manage & Maintain Sites & Site Collections
  • Learn Different Approaches to Using Web Analytics Reports
  • Establishing Search Features and Using Managed Meta Data for Search Crawl Optimization
  • Learn how to Utilize Social Computing Features

Overview & Understanding SharePoint
Understanding SharePoint in the Cloud
Overview of Different Versions & Site Configurations for SharePoint
Overview of the new Features & Changes with SharePoint

Working with List Apps
Understanding and Leveraging List Elements
Discovering and Leveraging Column List Types
Review and Use of the Different List Apps

  • Content List App
  • Announcement List App
  • Tasks List App
  • Issues List App
  • Calendar List App
  • Links List App
  • Discussion Board List App
  • Survey List App
  • Status List App
  • Using Custom Lists or Using an Excel Import for List Creation

Best Practices Working with Any List

  • Managing and Working with List Content

Class Practice Session: Working with Lists in SharePoint

Working with Library Apps
Understanding SharePoint Libraries and Documents

  • Creating and Managing Documents in Libraries
  • Updating and Sharing Documents
  • Reviewing Document History

Understanding SharePoint New Features in Library Templates

  • Document Libraries
  • Form Libraries
  • Wiki Page Libraries
  • Picture Libraries
  • Data Connection Libraries

Class Practice Session: Understanding Library Apps with SharePoint

Managing and Customizing Lists and Libraries
Best Practices in Environmental Setup & Configuration

  • Establish Environments that Reflects your Business Needs

Best Practices for Dynamically Managing Content

  • End User, Tool Selection and Future Scalability

Working with Columns
Optimizing with Custom Views
Understanding List and Library Settings in
Class Practice Session: Using Lists & Libraries with SharePoint

Automation and Working with Workflows
Understanding Workflows
Creating a Simple Custom Workflows

  • Leveraging Workflow Lists
  • Workflow Settings
  • Editing Workflows

Managing Workflow Tasks and Workflow History

  • Using Task Process Designer

Managing Workflow Status
Class Practice Session: Leveraging Workflows with SharePoint

Working with Content Types
Overview of Content Types
Understanding the Anatomy of Content Types

  • Name, Parent Content Type, Group, Workflow, Templates

Understanding the Base Content Types

  • Business Intelligence
  • Community Content Types
  • Digital Content Types
  • Document Set Content and Folder Content Types
  • Group Content Types
  • Page Layout Content Types
  • Publishing Content Types

Managing Content Types

  • Enabling Content Type Management on Libraries
  • Managing Multiple Content Types in a Library
  • Managing Content Types across Site Collections

Class Practice Session: Using Content Types with SharePoint

Working with WebParts
Using Web Parts

  • Adding, Configuring and Removing Web Parts
  • Importing and Exporting Web Parts
  • Review of Common Web Parts

Working with SharePoint’s Out of the Box WebParts
Class Practice Session: Using Web Parts with SharePoint

Working with Sites and Site Collections
Understanding Sites and Site Collections in SharePoint
Managing Sites and Site Collections

  • Navigation
  • Key Features
  • Managing Content and Structure
  • Managing Permissions
  • Understanding SharePoint Designer Settings
  • Working with Content Across Sites
  • Using the Embedded Site Notebook/OneNote

Working with SharePoint’s Out of the Box Templates
Creating Custom Templates

  • Saving a Site as a Template
  • Moving Templates to new Locations

Class Practice Session: Managing Sites and Site Collections with SharePoint

Managing Permissions
Understanding User Access and Audience Targeting
Sharing SharePoint Sites with External Users
Managing Access in SharePoint

  • Permissions
  • Groups
  • Understanding SharePoint Groups vs. Active Directory

Learning what Items can have Permissions Applied

  • Sites Permissions
  • Lists and Library Permissions

Managing Permissions in SharePoint
Class Practice Session: Permissions Management with SharePoint

Working with SharePoint Business Intelligence
Overview of SharePoint Business Intelligence Options
Working with Excel Services
Working with Visio Services
Embedding Power BI
Working with Reporting Services
Understanding Successful Business Intelligence Approaches
Class Practice Session: Leveraging BI with SharePoint

Working with Microsoft Social Features
Understanding Personalization of SharePoint
Understanding and Using My Sties
Tagging and Note Boards
Managing Content Rating throughout SharePoint
Building and Growing Communities
Best Practices with Blogs and Wikis
Approaches to Targeting Content to Audiences
Working with the Outlook Social Connector
Class Practice Session: Working with SharePoint’s Social Features

Managing with Forms in SharePoint
Understanding Form Options with SharePoint

  • MS Forms
  • InfoPath
  • Power Apps

Working with Rules

Creating Branding and Look and Feel
Best Practices in Branding
Modifying Site Logos
Working with Themes
Working with Master Pages
Class Practice Session: Branding with SharePoint

Understanding SharePoint’s Content Management
Web Content Management Overview
Working with Publishing Features

  • Creating a Publishing Portal
  • Publishing Portals Lists and Libraries

Working with Variations
Working with Page Layouts and Content Types
Enabling Publishing on a Team Site
Advanced Publishing Concepts

  • Cross Site Publishing
  • Managing Navigation and URL’s

Class Practice Session: Using SharePoint’s Content Management

Managing Records
Best Practices in Records Management
Understanding Compliance Center’s Features
Implementing a Classification Plan

  • Working with Managed Metadata

Configuring a Records Repository

  • Archiving Approach to Records Management
  • In-Place Approach to Records Management
  • Understanding Records Retention and Expiration

Setting up eDiscovery and Records Holds
Class Practice Session: Managing Records with SharePoint

Creating Powerful Search Capability in SharePoint
Understanding the SharePoint Search Components

  • Key Terms
  • Basic Search
  • Building Search Queries
  • Using Search Center
  • Administering Search
  • Using Advanced Search
  • Managing Properties for Better Search Results

Understanding Search Drive Content
Understanding eDiscovery
Using Search Usage Reports
Understanding SharePoint’s Mobile Experience
Class Practice Session: Using & Leveraging SharePoint Search

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