IT TRAINING

Microsoft 55033 – SharePoint 2013 Site Collection and Site Administration

In this course you will learn how to perform SharePoint 2013 site collection and site administration.

You will also learn how to plan, create, secure, administer and customize a SharePoint 2013 portal as well as design a social experience in SharePoint 2013.

Who needs to attend

Who needs to attend?
This course is aimed at SharePoint site collection administrators, site administrators and power users tasked with working in a SharePoint environment.

what you will learn

What you will learn

Upon completion you will know how to:

  • Design and implement a company portal structure using SharePoint 2013 objects including sites, libraries, lists, and pages
  • 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
  • Importance of governance for the planning and managing future growth of the SharePoint 2013 implementation
  • Options to integrate data from other systems as well as preserve existing data
  • Role of social networking in SharePoint 2013 and its impact on collaboration
Prerequisites

Prerequisites

Students need to have:

  • Windows Client Operating System: Windows XP, Windows 7, or Windows 8
  • Microsoft Office 2007, Office 2010, or Office 2013
  • Microsoft Internet Explorer 7,8, or 9
Course outline

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
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 TypesLab : Implementing a TaxonomyLab : 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
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 PartsLab : Connecting Web PartsLab : Applying Themes to Your Company Portal
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 DataLab : Leveraging Records Management to Preserve Data
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 SiteLab : Configuring a Published Approval ProcessLab : Implementing a Managed Navigation Site
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 2013Lab : Creating a Community Site
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
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

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Certification programs
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