SharePoint 2016 Site Collections and Site Owner Administration

Duration:

5 Days

Audience:

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

Who Should Attend:

SharePoint site collection administrators
SharePoint site administrators
Power users working within the SharePoint environment

What You’ll Learn:

Design and implement a company portal structure using SharePoint 2016 objects including sites, libraries, lists, and pages
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
Importance of governance for the planning and managing future growth of the SharePoint 2016 implementation
Options for integrating data from other systems such as Microsoft Office
Preserve existing data
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

3. Creating Consistency across Sites

Defining Site Columns
Defining Content Types
Implementing a Taxonomy
Using Templates to Promote Consistency

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

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

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

7. Workflow

Alerts
Out of the Box Workflow
Activating Workflow Features
Approval Workflow
Creating a Workflow in SharePoint Designer

8. Office Integration

Outlook
Calendar
Contacts
Excel
Word
PowerPoint
OneDrive for Business
OneNote
Access

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

10. Bridging the Social Gap

My Sites
Configuring Social Features in SharePoint
Posts, Tags and Mentions
Creating a Community Site

11. Finding Information Using Search

Exploring the Search Features in SharePoint
Configuring Search Settings
Search Analytics
Search Visibility

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

Labs:

Lab 1: Creating a Structured Company Portal

Create sites as part of a formal site structure
Create new apps for documents and lists
Enable versioning and content approval settings on libraries or lists
Customize views on libraries or lists
Configure navigation to hide lists and libraries

Lab 2: Creating Site Columns and Content Types

Design and implement content types
Create new site columns

Lab 3: Implementing a Taxonomy

Design and create taxonomy
Add managed metadata columns

Lab 4: Configuring the Content Organizer

Customize default column values on a per-folder basis
Provision and configure the Content Organizer for automated document routing

Lab 5: Managing Permissions in SharePoint

View permissions of SharePoint objects
Add users and groups to SharePoint objects
Create a new SharePoint managers group with customized permissions
Stop inheriting permissions between SharePoint objects

Lab 6: Adding and Configuring Web Parts

Create custom content types for publishing
Create a list template
Create a managed property
Use Content Search Web Part

Lab 7: Connecting Web Parts

Place web parts on a page
Connect web parts on a page to pass values between them

Lab 8: Applying Themes to Your Company Portal

Customize and apply a theme to your portal
Add a logo to your portal

Lab 9: Working with Advanced Document Management Features

Lab 10: Leveraging Records Management to Preserve Data

Configure a Records Center to house documents requiring a hold
Configure in-place records on libraries
Set up and leverage an eDiscovery Center

Lab 11: Creating an Approval Workflow from SharePoint

Lab 12: Importing and Exporting Excel Data with SharePoint

Lab 13: Linking Outlook and SharePoint

Lab 14: Creating a Rich Publishing Site

Create a web content management site for publishing news
Set up and use image renditions for faster image management

Lab 15: Configuring a Publishing Approval Process

Add an approval process to your publishing site

Lab 16: Implementing a Managed Navigation Site

Set up and use the Managed Metadata navigation

Lab 17: Designing a Social Experience in SharePoint 2016

Enable content ratings
Configure RSS feeds
Manage user profiles

Lab 18: Creating a Community Site

Create and configure a community site
Create and manage discussions
Recognize users who contribute to the community

Lab 19: Configuring an Advanced Search Center