Course Description

This course looks at the many features that can help SharePoint 365 administrators streamline, automate, and facilitate site management tasks. It will familiarise students with creating and configuring site collections, configuring top-level sites, configuring site collection metadata, setting up archiving and compliance policies, using workflows, and configuring search options.

Pre-requisites

This manual is designed for advanced SharePoint users. Students should be comfortable using Windows, Internet Explorer or Microsoft Edge, and Microsoft Office applications. Students should also complete the Microsoft® SharePoint® 365: For Site Owners course before beginning this course or have equivalent knowledge.

Course Objectives

By the end of this course, users will be comfortable performing the day-to-day tasks of a SharePoint administrator, including creating and configuring site collections, configuring top-level sites, configuring site collection metadata, setting up archiving and compliance policies, using workflows, and configuring search options.

Course Content

Lesson 1: Creating and Configuring Site Collections

TOPIC A: Create a Site Collection

• SharePoint Site Hierarchy
• SharePoint Site Collection Owners vs. Site Collection Administrators
• SharePoint Site Templates
• Access and Navigate the SharePoint Administration Center
• Create a Site Collection
• Activity 1-1

TOPIC B: Set Quotas

• What are Quotas?
• Common Quota Considerations and Scenarios
• Set and Change the Quota
• Activity 1-2

TOPIC C: Configure Audit Options

• Audit Configuration
• Auditing Options
• Activity 1-3

TOPIC D: Back Up a Site Collection

• Backup Options

Summary and review questions

Lesson 2: Configuring Top-Level Sites

TOPIC A: Managing Features and Apps

• Activate Site Features
• Manage Apps
• Activity 2-1

TOPIC B: Add an RSS Feed to Your Site

• What are RSS Feeds?
• Add an RSS Viewer Web Part
• Activity 2-2

TOPIC C: Create and Configure Document Sets

• What are Document Sets?
• Enable Document Sets
• Configure Document Set Features
• Create Document Sets
• Use Document Sets
• Activity 2-3

Summary and review questions

Lesson 3: Configuring Site Collection Metadata

TOPIC A: Create a New Content Type

• What is Metadata?
• What are Content Types?
• Create Custom Content Types
• Add a Custom Content Type to a List or Library
• Activity 3-1

TOPIC B: Add Columns to Content Types

• What are Site Columns?
• Add Columns to Content Types
• Activity 3-2

Summary and review questions

Lesson 4: Archiving and Compliance

TOPIC A: Configure Site Polices

• What are SharePoint Site Polices?
• Guidelines for Site Policies
• Configure Site Policies
• Activity 4-1

TOPIC B: Configure In-Place Records Management

• Records and Records Management
• Records Management in SharePoint
• Enable In-Place Records Management
• Site Collection Record Declaration Settings
• Library Record Declaration Settings
• The SharePoint Records Center
• Activity 4-2

TOPIC C: Configure Information Management Policies

• Configure an Information Management Policy
• Configure Retention Stages
• Apply an Information Management Policy
• Activity 4-3

TOPIC D: Configure and Use the Content Organiser

• What is the Content Organiser?
• Configure the Content Organiser
• Configure Content Organiser Rules
• Use the Content Organiser
• Activity 4-4

Summary and review questions

Lesson 5: Creating Workflows

TOPIC A: Understanding Workflows

• What are SharePoint Workflows?
• Components of a Workflow
• Plan a Workflow
• Enable Workflow Functionality
• SharePoint 2016 Workflow Development Tools
• Activity 5-1

TOPIC B: Create and Run a Workflow

• Create a Workflow
• Run a Workflow
• Activity 5-2

Summary and review questions

Lesson 6: Implementing and Configuring Search

TOPIC A: Configure Search Options

• Enable or Disable Search for SharePoint Lists and Libraries
• Configure Site Search Options
• What is the SharePoint Search Center?
• Activity 6-1

TOPIC B: Create Search Alerts

• Configure Search Alerts
• Activity 6-2

Summary and review questions