This course is designed for existing Microsoft SharePoint site owners who will create and manage sites, add advanced features, implement and manage records management, and create and administer workflows.
Prerequisites:
To ensure success in this class, students will need to have completed or equivalent knowledge of the content discussed in Microsoft SharePoint 2016: Site User.
Description:
In this course, you will learn how to create, configure, and manage a SharePoint team site so that your team or organization can share information and collaborate effectively, manage the flow of digital information, automate business processes, and meet records management needs.
OUTLINE:
DAY 1
Lesson 1: Creating and Configuring a New Site
Topic A: Create a New Site
Topic B: Configure the Look and Feel of your Site
Lesson 2: Adding and Configuring Libraries
Topic A: Configure a Document Library
Topic B: Configure Document Versioning and Check Out
Topic C: Configure a Content Approval Process
Lesson 3: Adding and Configuring Lists
Topic A: Add and Configure an Announcement List
Topic B: Add and Configure a Tasks List
Topic C: Create, Configure, and Integrate Contacts and Calendars
Lesson 4: Creating Custom Lists and Forms
Topic A: Create and Configure Custom Lists
Topic B: Create Custom List Forms
Lesson 5: Assigning Permissions and Access Rights
Topic A: Share Sites and Set Site Permissions
Topic B: Secure Lists, Libraries, and Documents
Lesson 6: Extending SharePoint Functionality with Web Parts
Topic A: Add and Configure Included Web Parts
Topic B: Add and Configure External Web Parts
DAY 2
Lesson 1: Configuring Site Settings
Topic A: Configure Site Settings to Meet Team Requirements
Topic B: Configure Site Search
Topic C: Organize the Site and Configure Navigation
Topic D: Configure Site Auditing
Lesson 2: Integrating External Applications and Data
Topic A: Add an RSS Feed to Your Site
Topic B: Enable Email Connectivity for a Library
Lesson 3: Configuring Site Metadata
Topic A: Create a Custom Content Type
Topic B: Add Site Columns to Content Types
Topic C: Create and Configure Document Sets
Lesson 4: Managing Archiving and Compliance
Topic A: Manage Site Closure and Deletion
Topic B: Configure In-place Records Management
Topic C: Manage Records Using the Records Center
Topic D: Manage Content with the Content Organizer
Topic E: Configure Information Management Policies
Lesson 5: Implementing Workflows
Topic A: Plan a Workflow
Topic B: Create and Publish a Workflow
Topic C: Test Workflows
Topic D: Design and Implement Advanced Workflows
Scheduled Courses
Want to Take this Course on a Different Day?
LANTEC is very responsive to local client needs and unique or custom class demands. If you require a delivery date option for a class title on our schedule, please constact us. We can often accommodate countless additional courses NOT available on our public schedules, please inquire for personal assistance.