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
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