SharePoint 2016 Site Collections and Site Owner Administration

This course is intended for those who provide site collection and site administration and are power users or IT professionals who are tasked with supporting or working within the SharePoint 2016 environment on-premise and/or in Office 365.

Module 1: Getting Started with SharePoint 2016

This module explains to site collection and site administrators how to discuss basic terminology and how to navigate around SharePoint 2016. Once administrators can explain basic terminology and how to navigate around SharePoint, they have a solid foundation for the rest of the course.

Lessons

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

After completing this module, students will be able to:

Discuss basic terminology
Navigate around SharePoint 2016

Module 2: Building a Site Collection with Apps

This module explains to site collection administrators how to create sites, document libraries and lists, as well as manage navigation. The first major milestone, after planning the company portal, is executing and building the site structure. The site structure includes the components for storing and presenting information namely sites, lists and libraries and apps, which are new to SharePoint 2016. Site structure provides the framework for the entire portal.

Lessons

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 : 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 : Creating a List Using SharePoint Designer (Optional)

After completing this module, students will be able to:

Create sites
Document libraries and lists
Manage navigation

Module 3: Creating Consistency across Sites

This module explains to site collection administrators how to more efficiently manage their site collections, as well as maintain consistency throughout the site. When setting up a SharePoint site collection, it will often involve repeating a certain number of tasks. Site collection administrators can reduce the effort of duplication by creating reusable objects in a central location by using the tools provided.

Lessons

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

Lab : Creating Site Columns and Content Types

Design and implement content types
Create new site columns
Create a library or list template (optional)

Lab : Implementing a Taxonomy

Design and create taxonomy
Add managed metadata columns

Lab : Configuring the Content Organizer

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

After completing this module, students will be able to:

More efficiently manage their site collections
Maintain consistency throughout the site

Module 4: SharePoint Permissions

This module explains how permissions work within a site collection, and how the tools within SharePoint 2016 are used to manage and maintain them. It is crucial that SharePoint 2016 site collection administrators and site administrators are able to create and manage permissions within SharePoint 2016.

Lessons

Explaining Permissions and Security in SharePoint
Creating SharePoint Groups
Managing Permissions within SharePoint
Sharing versus Traditional Security
Sharing as different permission levels

Lab : 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

After completing this module, students will be able to:

Know how permissions work within a site collection
Know how the tools within SharePoint 2016 are used to manage and how to maintain them

Module 5: Working with Pages and Web Parts

This module explains how to design a company portal using out-of-the-box web parts and themes in SharePoint 2016.

Lessons

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 : 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 : Connecting Web Parts

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

Lab : Applying Themes to Your Company Portal

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

After completing this module, students will be able to:

Design a company portal using out-of-the-box web parts and themes

Module 6: Document and Records Management

This module explains how to leverage document management tools included in SharePoint 2016. Whether a small company or a large enterprise, this module explores how any company can leverage SharePoint for versioning, compliance, routing and eDiscovery.

Lessons

Basic Content Approval
Versioning
Check In/Out
Holds
Retention Policy
Document ID
Content Organizer
Compliance Policy Center Site Template
EDiscovery
Records Center

Lab : Working with Advanced Document Management Features

Lab : 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

After completing this module, students will be able to:

Leverage document management tools included in SharePoint 2016

Module 7: Workflow

This module explains how to automate business processes within an organization. The ability to initiate, track and resolve activity in SharePoint 2016 is possible through the use of a workflow. Whether using the pre-configured out-of the-box workflow features or creating a custom workflow through SharePoint Designer, an organization can benefit from moving existing email, paper or informal processes into SharePoint.

Lessons

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

Lab : Creating an Approval Workflow from SharePoint

Lab : Creating a Custom Workflow in SharePoint Designer (Optional)

After completing this module, students will be able to:

Automate business processes within an organization
Initiate, track and resolve activity in SharePoint 2016 through the use of a workflow

Module 8: Office Integration

This module explains how to connect SharePoint 2016 to Microsoft Office 2016. There are many ways such as connecting a SharePoint 2016 document library to Microsoft Outlook, linking an Access database or an Excel spreadsheet to a list in SharePoint 2016, or using Microsoft InfoPath to build SharePoint 2016 lists. The heavy integration of Microsoft Office 2016 is one of the main benefits of using SharePoint 2016.

Lessons

Outlook
Calendar
Contacts
Excel
Word
PowerPoint
OneDrive for Business
OneNote
Access

Lab : Importing and Exporting Excel Data with SharePoint

Lab : Linking Outlook and SharePoint

After completing this module, students will be able to:

Connect SharePoint 2016 to Microsoft Office 2016

Module 9: Creating Publishing Sites

This module explains how to use the publishing features of SharePoint 2016 to create rich content pages, as well as the features that limit the types of layouts, images and templates available to users. While some organizations need the document storage and dashboard capabilities SharePoint can offer, others may need a centralized way to distribute informational content to users, who will not otherwise interact with SharePoint in a more robust way.

Lessons

Why use a publishing site?
Publishing Pages
Enabling Web Content Management
Managing the Structure of Web Content
Navigating a Site Using Managed Metadata

Lab : Creating a Rich Publishing Sit

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

Lab : Configuring a Publishing Approval Process

Add an approval process to your publishing site

Set up and use the Managed Metadata navigation

After completing this module, students will be able to:

Use the publishing features of SharePoint 2016 to create rich content pages
Use the publishing features that limit the types of layouts, images and templates available to users

This module explains how to better perform internal talent management, also known as knowledge management. An important advancement in SharePoint 2016 is the expansion of social computing features. For example, an organization may need to find an individual with the specific skills and knowledge to assist in completing a task or project. SharePoint 2016 offers a viable platform to help organizations with talent or knowledge management.

Lessons

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

Enable content ratings
Configure RSS feeds
Manage user profiles

Lab : Creating a Community Site

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

After completing this module, students will be able to:

Better perform internal talent management

Module 11: Finding Information Using Search

This module explains how to find information quickly and easily. Users can use the Search function within SharePoint 2016 to search across a variety of content sources including documents, people and line of business applications with little to no additional configuration. With a small amount of effort, organizations can create a robust search experience that is in alignment with their business needs.

Lessons

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

Lab : Configuring an Advanced Search Center

After completing this module, students will be able to:

Find information quickly and easily

Module 12: Planning a Company Portal Using SharePoint

This module explains how to develop a formal governance plan and committee to maintain quality and consistency in SharePoint. To do this, it will introduce the concept of governance and highlight best practices. Governance defines policies, procedures and guidelines for how SharePoint will be managed; it outlines the roles, responsibilities and actions required to administer and support the SharePoint environment.

Lessons

Defining SharePoint Governance
Working with Information Architecture
Implementing Site Hierarchies
Discussing the Execution of Governance

After completing this module, students will be able to:

Develop a formal governance plan and committee to maintain quality and consistency in SharePoint

Module 13: Site Collection Administrator Settings

This module explains how to use other tools and settings in SharePoint 2016. Site collection administrators or site administrators configure these as part of their day-to-day activities.

Lessons

Exploring Settings for Site Collection Administrators
Exploring Settings for Site Administrators
Site Closure Policies

After completing this module, students will be able to:

Use other tools and settings in SharePoint 2016