Duration:

5 Days

Audience:

Employees of federal, state and local governments; and businesses working with the government.

Course Description:

This course is intended for power users and IT professionals who are tasked with working within the SharePoint 2016 environment and conduct site collection and site administration.

Learning Objectives:

After completing this course, students will be able to:

  • Design and implement a company portal structure using SharePoint 2016 objects including sites, libraries, lists and pages
  • Explain the role of security and permissions throughout SharePoint 2016
  • Implement guidelines for consistency in building a company portal to aid in the day-to-day administration of content in SharePoint 2016
  • Enhance the design and content of a company portal using SharePoint 2016 pages and web parts
  • Explain the importance of governance for the planning and managing future growth of the
  • SharePoint 2016 implementation
  • Identify options to integrate data from other systems such as Microsoft Office, as well as preserve existing data
  • Explain the role of social networking in SharePoint 2016 and its impact on collaboration

Course Outline

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