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