Microsoft SharePoint Site Collections and Site Owner Administration

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Microsoft SharePoint Site Collections and Site Owner Administration

About this Course

This five-day course is intended for power users and IT professionals working within the SharePoint environment and conducting site collection and administration. This course will provide deeper, narrowly focussed training on the important and popular skills needed for SharePoint site collection and administration as well as covering the different policies for governance of Microsoft 365.

Audience Profile

SharePoint site collection administrators

SharePoint site administrators

Power users working within the SharePoint environment

Prerequisites
It is recommended students have familiarity with previous versions of SharePoint, though it is not a required prerequisite.

At Course Completion

  • Design and implement a company portal structure using SharePoint objects, including Team, Collaboration and Hub sites, libraries, lists, and pages
  • Role of security and permissions throughout SharePoint
  • Implement guidelines for consistency in building a company Hub site to aid in the day-to-day administration of content in SharePoint
  • Enhance the design and content of a company Hub, Team and Collaboration site using SharePoint pages and web parts as well.
  • Importance of governance for the planning and managing future growth of the SharePoint implementation
  • Options for integrating data from other systems, such as Microsoft 365 and Microsoft Teams
  • Preserve existing data
  • Role of social features in Microsoft 365 and its impact on collaboration in SharePoint

Course Content

Getting Started with SharePoint

  • Exploring SharePoint 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?
  • Using Microsoft 365
  • Microsoft Teams and the SharePoint relationship

Building a Site Collection with Web Parts

  • The Structure of SharePoint
  • Creating a Site
  • Defining SharePoint Web Parts
  • Customizing Lists and Libraries
  • Creating/Managing Lists and Libraries
  • Explaining Views on Lists and Libraries
  • Creating Views in Lists and Libraries
  • Modifying Navigation
  • Turning Site Features On/Off

Creating Consistency across Sites

  • Defining Site Columns
  • Defining and Creating Content Types
  • Implementing a Taxonomy

SharePoint Permissions

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

Working with Pages and Web Parts

  • Changing the Appearance of the site
  • Editing a Page
  • Wiki
  • Working with Web Parts
  • The Hero Web Part
  • The Planner Web Part
  • Integrating the Power BI Web Part
  • Images
  • Web Part Connections

Document and Records Management

  • Content Approval App
  • Versioning
  • Check In/Out
  • Purview
  • Compliance Manager
  • Managing Insider Risks
  • Records Management
  • Data Life cycle
  • eDiscovery
  • Retention Policy through Purview

Power Automate

  • Alerts
  • Template (Out of the Box) flows
  • Activating flow Features
  • The Approval Workflow
  • Creating a flow for SharePoint
  • Creating a flow for Teams

Office Integration

  • Outlook
  • Calendar
  • Contacts
  • Excel
  • Word
  • PowerPoint
  • OneDrive for Business
  • Microsoft Teams
  • OneNote
  • Planner
  • To-Do
  • Lists
  • Forms
  • Yammer

Publishing Site pages

  • Scheduling Publishing
  • Publishing Pages
  • Enabling Web Content Management
  • Managing the Structure of Web Content
  • Navigating a Site Using Managed Metadata

Bridging the Social Gap

  • Using the New Yammer
  • Configuring Social Features in SharePoint
  • Posts, Tags and Mentions
  • Creating a community

Finding Information Using Search

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

Planning a Company Hub site Using SharePoint

  • Defining SharePoint Governance
  • Implementing Site Hierarchies
  • Discussing the Execution of Governance
  • Plan organization and lifecycle governance for Microsoft 365 groups and Microsoft Teams
  • Microsoft 365 groups naming policy
  • Microsoft 365 group expiration policy
  • End of lifecycle options for groups, teams, and Yammer

Site Collection Administrator Settings

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