Duration
1 Days
6 CPD hours
This course is intended for
This course is designed for students who already have experience creating Modern
SharePoint sites and populating them with content, who want to learn advanced
features to extend SharePoint's capabilities, make information easier to find
and manage, use SharePoint features to improve governance and compliance, and
improve the security of information and services within the SharePoint
environment.
Overview
Create a custom site template to reduce the time spent creating similarly
configured SharePoint sites. Configure managed metadata, including custom term
sets, content types, and metadata-based navigation. Control access through
permissions. Improve overall security of sites, lists, libraries, folders, list
items, and documents.
Microsoft© SharePoint©, in conjunction with the Microsoft 365? productivity
and office automation suite, provides tools to create and manage a corporate
intranet, facilitate content sharing and collaboration, and enable users to
create, access, store, and track documents and data in a central location.
Users who already have experience as SharePoint site members and owners may be
ready to move on to more advanced site-building tasks such as using custom site
templates, custom themes, applying advanced permissions settings, improving
security, and preparing sites to support governance and compliance.
Advanced site builders may be ready to undertake more advanced site management
tasks, working in conjunction with their SharePoint Administrator to create and
use custom site templates, term sets and metadata, manage information governance
and compliance, and get deeper into SharePoint security configuration.
This course focuses on these advanced site-building and administration tasks.
Prerequisites
To ensure your success in this course, you should have SharePoint site user
skills such as the ability to view and enter data in SharePoint lists and
libraries, and to navigate a typical SharePoint site. You should also have
intermediate site builder skills such as the ability to create a SharePoint
site, apply a site template, populate sites with pages, create lists and
libraries, and connect a site to a hub site.
NOTE: This course was developed using Microsoft 365 Business Standard edition.
If you opt to use one of the Enterprise editions, be sure to key the course
activities before you deliver the class so you will be able to anticipate any
differences that students might see with the edition you use.
LESSON 1: CREATING CUSTOM SITE TEMPLATES
* Topic A: Prepare a Site Script
* Topic B: Generate and Use a Custom Site Template
LESSON 2: MANAGING CONTENT SERVICES
* Topic A: Plan and Configure Managed Metadata
* Topic B: Create and Manage Content Types
* Topic C: Use Managed Metadata for Navigation and Filtering
LESSON 3: CONTROLLING ACCESS THROUGH PERMISSIONS
* Topic A: Assign Permissions
* Topic B: Manage Permissions Inheritance
LESSON 4: IMPROVING SECURITY
* Topic A: Manage Access at the Site Level
* Topic B: Manage Access at the Tenant Level