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Microsoft SharePoint - Advanced

Length 1 day
Price NZD 620 exc GST

Course overview

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Why study this course

Learn how to use key advanced features of SharePoint Online to effectively manage, store, and protect your information. Our Advanced level course is aimed at those managing SharePoint sites within their organisation. This course will explore topics that will improve the security, accessibility, and usability of your SharePoint site. This includes making documents easier to find using taxonomy, using content types to standardise document creation, upgrading security through sensitivity permissions, and using retention labels to control the editing and deletion of files.

You will be shown some features requiring administrator access. It is of benefit to key users, especially in document management and project roles, to know about these features. Post-course you may choose to discuss access to these features with your administrator if you do not currently have them. It is possible for administrators to give you access to some features without giving general administrator access.

For our introductory course on Microsoft SharePoint, see Microsoft SharePoint - Beginner. For our intermediate course on Microsoft SharePoint, see Microsoft SharePoint - Intermediate.

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What you’ll learn

At the completion of this course you should be able to:

Create and use managed metadata to classify your documents
Create a content type to distribute corporate templates easily
Create and Apply document retention labels to manage how long documents are retained
Use Sensitivity labels and policy to restrict sharing and external access
Explore SharePoint Site security

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Who is the course for?

This course is designed for people who are managing SharePoint sites within their organisation and want to learn how to better manage, store, and protect information. You will be shown some features requiring administrator access.

Course subjects

Taxonomy

Overview
Planning
Create a Taxonomy manually
Import from Excel via CSV
Apply to a library and documents
Create views to filter and Group files based on metadata

Content Types

Overview
Create a document-based Content Type
Upload a document template
Add extra metadata columns (including create Site Column and using Taxonomy)
Add Information Management Policy settings
Publish a Content Type
Add to a library

Library and Site level Settings

Overview
Record Declaration/In Place record management
Document ID
Retention Labels and Policy
Overview
Create Retention Label
Publish Retention Label
Applying a Retention Label to a document
Applying a Retention label to a library
Sensitivity Labels/Information Protection
Overview
Create and Apply Sensitivity labels
Create policy to restrict sharing and external access
Document Information Protection Policy

Security

Overview
Differences in Security between types of sites
Using and breaking Inheritance
Groups
Custom permission levels

Overview of other Document management and security features

Data Loss prevention
E-discovery

Prerequisites

Students should already be familiar with creating and managing SharePoint sites.

Terms & Conditions

The supply of this course by Lumify Work is governed by the booking terms and conditions. Please read the terms and conditions carefully before enrolling in this course, as enrolment in the course is conditional on acceptance of these terms and conditions.