SharePoint 2013 Site Collection and Site Administration

 

Course 55033A: 5 Day; Instructor-led

 

About this Course

This five-day instructor-led course is intended for power users, who are tasked with working within the SharePoint 2013 environment. This course will provide a deeper, narrowly-focused training on the important and popular skills needed to be an administrator for SharePoint site collections and sites. SharePoint deployment or farm administration skills and tasks, which are required for IT professionals to manage SharePoint 2013, are available in separate Microsoft Official Courseware.

 

Audience Profile

This course is intended for SharePoint site collection administrators, site administrators and power users who are tasked with working within the SharePoint environment.

 

At Course Completion

After completing this course, students will be able to:

      Design and implement a company portal structure using SharePoint 2013 objects including sites, libraries, lists and pages

      Explain the role of security and permissions throughout SharePoint 2013

      Implement guidelines for consistency in building a company portal to aid in the day-to-day administration of content in SharePoint 2013

      Enhance the design of and content on a company portal using SharePoint 2013 themes and web parts

      Explain the importance of governance for the planning and managing future growth of the SharePoint 2013 implementation

      Identify options to integrate data from other systems as well as preserve existing data

      Explain the role of social networking in SharePoint 2013 and its impact on collaboration

Prerequisites

Before attending this course, students must have:

      Windows client operating system either Windows XP, Windows 7 or Windows 8

      Microsoft Office 2007, Office 2010 or Office 2013

      Microsoft Internet Explorer 7, 8  or 9

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

 

Course Outline

Module 1: Getting Started with SharePoint 2013

This module introduces SharePoint 2013 concepts to site collection and site administrators. Once administrators can explain basic terminology and how to navigate around SharePoint, they have a solid foundation for the rest of the course.

Lessons

      Exploring SharePoint 2013 Site Collection and Site Administrator Roles

      Defining SharePoint Terminology

      Navigating a SharePoint Site

      Interacting with the Ribbon

      Creating and Editing Basic Content

After completing this module, students will be able to:

      Define SharePoint 2013 roles and terminology

      Navigate SharePoint 2013

      Utilize functions available in the Microsoft ribbon

      Create and add basic content to SharePoint

Module 2: Planning a Company Portal Using SharePoint 2013

Governance in SharePoint plays a critical role in determining the potential success of a SharePoint deployment. When a greater emphasis is placed on governance, it gives organizations a better chance to succeed in the deployment and maintenance of SharePoint. Each organization must ensure that the proper policies and procedures are in place to keep SharePoint aligned with the overall business goals, even as business needs change. This module introduces the concept of governance and highlights best practices.

Lessons

      Defining SharePoint Governance

      Working with Information Architecture

      Implementing Site Hierarchies

After completing this module, students will be able to:

      Define governance and its role within SharePoint 2013

      Define and develop information architecture

      Develop a site structure

Module 3: Creating a Company Portal

The first major milestone, after planning the company portal, is executing and building the site structure. The site structure includes the components for storing and presenting information namely sites, lists and libraries and apps, which are new to SharePoint 2013. Because the site structure provides the framework for the entire portal, it is essential that site collection administrators have a firm grasp of creating sites, document libraries and lists, as well as managing navigation.

Lessons

      Creating a Site Structure

      Defining SharePoint Apps

      Customizing Lists and Libraries

      Explaining Views on Lists and Libraries

      Creating Views on Lists and Libraries

      Modifying Navigation

Lab : Creating a Structured Company Portal

      Creating a New Main Department Site

      Creating a New Child Department Site

      Create New Apps for Documents and Lists

      Modifying Columns on an Existing List

      Adding Columns to an Existing List or Library

      Working with Versioning and Content Approval

      Creating a Custom View

      Updating the Global Navigation

      Updating the Current Navigation

After completing this module, students will be able to:

      Implement a site structure

      Add and customize apps

      Create and customize views

      Modify site navigation

Module 4: Creating Consistency across Sites

When setting up a SharePoint site collection, it will often involve repeating a certain number of tasks. Site collection administrators can reduce the effort of duplication by creating reusable objects in a central location by using the tools provided. When defining these in a single spot, site collection administrators can more efficiently manage their site collections as well as maintain consistency throughout the site.

Lessons

      Defining Site Columns

      Defining Content Types

      Implementing a Taxonomy

      Configuring the Content Organizer

      Using Templates to Promote Consistency

Lab : Creating Custom Columns and Content Types

      Creating a Content Type

      Applying Content Types to Libraries

Lab : Implementing a Taxonomy

      Designing a Taxonomy

      Adding Managed Metadata Columns

Lab : Configuring the Content Organizer

      Setting Column Default Values

      Configuring the Content Organizer

After completing this module, students will be able to:

      Create new site columns

      Design and implement content types

      Implement a taxonomy using the Managed Metadata Service

      Implement the Content Organizer

      Define site and list templates

      Define best practices around creating consistency

Module 5: Securing a Company Portal

This module explains how permissions work within a site collection, and how the tools within SharePoint 2013 are used to manage and maintain them. It is crucial that SharePoint 2013 site collection and site administrators are able to create and manage permissions within SharePoint 2013.

Lessons

      Explaining Permissions and Security in SharePoint

      Creating SharePoint Groups

      Managing Permissions within SharePoint

      Sharing versus Traditional Security

Lab : Managing Permissions in SharePoint

      Viewing Permissions of SharePoint Objects

      Adding Users and Groups to SharePoint Objects

      Creating a New SharePoint Group with Custom Permissions

      Creating New SharePoint Objects with Unique Permissions

After completing this module, students will be able to:

      Explain the concept of sharing

      Design and implement security

      Define best practices around SharePoint 2013 security

Module 6: Customizing the Look of a Portal

This module explains how to design a company portal using out-of-the-box web parts and themes in SharePoint 2013.

Lessons

      Changing the Appearance of the Portal

      Editing a Page

      Working with Web Parts and App Parts

      Targeting Audiences with Content

Lab : Adding and Configuring Web Parts

      Creating the Content Type

      Applying the Content Type

      Creating a List Template

      Adding Content to a List

      Creating a Managed Property

      Adding the Content Search Web Part

Lab : Connecting Web Parts

      Creating a Project Site

      Creating an Issue Tracking List

      Updating the Home Page

      Testing the Home Page

Lab : Applying Themes to Your Company Portal

      Adjusting the Theme

      Changing the Logo

After completing this module, students will be able to:

      Implement themes and add a logo

      Add web parts to pages

      Leverage audiences for targeting content

Module 7: Extending a Company Portal

This module covers how companies can extend their SharePoint 2013 environment to include data from other line of business applications using SharePoint Designer 2013. It also explores how companies can leverage SharePoint for records management and eDiscovery.

Lessons

      Creating External Content Types

      Setting up an eDiscovery Center

      Exploring other Records Management Options

Lab : Accessing External Data

      Create the External Content Type

      Creating the Lists and Forms

      Testing the External List

      Working with Business Data Web Parts

Lab : Leveraging Records Management to Preserve Data

      Using a Records Center

      Using an eDiscovery Center

After completing this module, students will be able to:

      Define external content types

      Define and implement records management

      Define and implement an eDiscovery center

Module 8: Leveraging Web Content Management

This module defines the process for using the publishing features of SharePoint 2013 to create rich content pages.

Lessons

      Enabling Web Content Management

      Managing the Structure of Web Content

      Navigating a Site Using Managed Metadata

      Configuring a Published Approval Workflow

Lab : Creating a Rich Publishing Site

      Creating a Web Content Management Site

      Creating a News Site

      Setting the Default Page Layout

      Configuring Image Renditions

      Creating News Pages

Lab : Configuring a Published Approval Process

      Adding a Publishing Approval Workflow

      Testing the Workflow

Lab : Implementing a Managed Navigation Site

      Enabling the Managed Metadata Navigation

      Creating Navigation Terms

      Creating Additional News Pages

      Controlling the Navigation and Page Structure

After completing this module, students will be able to:

      Enable web content management

      Create a Managed Metadata navigation site

      Implement image constraints

      Define the structure of pages

      Implement a publishing workflow

Module 9: Bridging the Social Gap

An important advancement in SharePoint 2013 is the expansion of social computing features. Many organizations have challenges when working with internal talent management, also known as knowledge management. For example, an organization may need to find an individual with the specific skills and knowledge to assist in completing a task or project. SharePoint 2013 offers a viable platform to help organizations with talent or knowledge management.

Lessons

      Configuring Social Features in SharePoint 2013

      Creating a Community Site

Lab : Designing a Social Experience in SharePoint 2013

      Enabling Content Ratings

      Configuring RSS Feeds

      Enabling Social Features in My Profile

Lab : Creating a Community Site

      Creating the Community Site

      Configuring the Community Site

      Creating a Discussion

      Replying to a Discussion

      Managing a Discussion

After completing this module, students will be able to:

      Describe the role of social computing in SharePoint 2013

      Describe best practices for implementing social collaboration

      Design a social experience

      Implement a community site leveraging the social computing features of SharePoint 2013

Module 10: Finding Information Using Search

It is often challenging for many organizations to find information quickly and easily. Users can use the search function within SharePoint 2013 to search across a variety of content sources including documents, people and line of business applications with little to no additional configuration. With a small amount of effort, however, organizations can create a robust search experience that is in alignment with their business needs. In this module, students will learn how to leverage search within SharePoint 2013 to help users more quickly find the information they need.

Lessons

      Exploring the Search Features of SharePoint 2013

      Configuring the Search Settings

Lab : Configuring an Advanced Search Center

      Connecting to a Search Center

      Creating a Managed Property

      Creating a Result Source

      Configuring the Search Center

      Updating the Refinement Panel

      Updating Search Navigation

After completing this module, students will be able to:

      Create an enterprise Search Center

      Customize the Search Center

Module 11: Controlling and Planning for Growth

It is necessary to develop a formal governance plan and committee to maintain quality and consistency in SharePoint. Governance defines policies, procedures and guidelines for how SharePoint will be managed and outlines the roles, responsibilities and actions required to administer and support the SharePoint environment.

Lessons

      Reviewing Governance for Site Administration

      Discussing the Execution of Governance

After completing this module, students will be able to:

      Explain the role of governance for SharePoint

      Develop a governance plan and team

Module 12: Administering a Company Portal Built on SharePoint 2013

This module covers other tools and settings in SharePoint 2013. Site collection administrators or site administrators work as part of their day-to-day activities.

Lessons

      Exploring Settings for Site Collection Administrators

      Exploring Settings for Site Administrators

After completing this module, students will be able to:

      Identify additional settings for site collection administrators

      Identify additional settings for site administrators