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Instructor-led training -

SharePoint Site AdministratorSharePoint Site Administrator

Face to face / Online closed & onsite training. Restaurant lunch included at STL venues.

  • 2 days Instructor-led
Designed for SharePoint 365, 2016, 2013

Who is this course for?

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

Objectives


  • Design and implement a company portal structure using SharePoint objects including sites, libraries, lists and pages
  • Explain the role of security and permissions throughout SharePoint
  • Implement guidelines for consistency in building a company portal to aid in the day-to-day administration of content in SharePoint
  • Enhance the design of and content on a company portal using SharePoint themes and web parts
  • Explain the importance of governance for the planning and managing future growth of SharePoint implementation
  • Identify options to integrate data from other systems as well as preserve existing data
  • Explain the role of social networking in SharePoint and its impact on collaboration

Prerequisites

• good working knowledge and understanding of Internet Explorer or an equivalent browser
• Attendance of SharePoint End User Advanced course, or equivalent Experience with Microsoft SharePoint
• An advanced knowledge of Microsoft Office applications (Word, Excel, Outlook)


Course Syllabus

Site Architecture

Types of SharePoint sites
Creating a subsite
Managing user alerts
Allowing site access requests

Site Permissions

Permission Groups & Permission Levels
Creating a permission group
Creating a permission level
Adding and removing site users
Permission inheritance

Managing Site Content

Creating and editing site columns
Working with various column metadata types
Working with the Term Store Management Tool
Identifying taxonomy for metadata
Adding site columns to apps
Creating site content types
Appropriate use of folders
Creating and working with Document Sets

Document Library Settings

Managing documents that have never been checked in
Overriding checked out documents
Applying unique library permissions
Adding metadata navigation and key filters

Site Navigation

Customising the navigation links and Quick Launch

Working with Site Pages and Web Parts

Creating & editing modern site pages
Adding web parts to pages
Working with different web parts
Modifying web part settings

The Reporting Tool

Viewing site usage
Viewing the storage metrics

"What do I get on the day?"

Arguably, the most experienced and highest motivated trainers.

Face-to-face training

lunch

Training is held in our modern, comfortable, air-conditioned suites.

Modern-spec IT, fully networked with internet access

Lunch, breaks and timing

A hot lunch is provided at local restaurants near our venues:

  • Bloomsbury
  • Limehouse

Courses start at 9:30am.

Please aim to be with us for 9:15am.

Browse the sample menus and view joining information (how to get to our venues).

Refreshments

Available throughout the day:

  • Hot beverages
  • Clean, filtered water
  • Biscuits

Online training

online training (virtual)

Regular breaks throughout the day.

Learning tools

in-course handbook

In-course handbook

Contains unit objectives, exercises and space to write notes

Reference material

Available online. 100+ pages with step-by-step instructions

24 months access to Microsoft trainers

Your questions answered on our support forum.

What to expect when training

Training Formats & Services

Training formats available

  • On-site at your company office UK wide
  • Closed group at one of our London training venues
  • Near-site at a location close to you
  • Bespoke one-to-one basis
  • Tailored training courses to your requirements
  • Executive coaching & mentoring

Summary

Morden College

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Tracey White,
Residents' IT Manager

Ruth was a great trainer. Excellent knowledge. Willing to answer questions and provide examples as went along. Hints and Tips were a great addition to the course.

John Laing Plc

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Anna Martinsen,
Team Administrator

Everything was great!Loved the course!

MBNL

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Diane Ford,
Commercial Processes, Tools And Systems Lead

Quality of course content and delivery was very high
As a suggestion there could be an option of hot drink with lunch, rather than just cold drinks (it was freezing during my course)

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TrustPilot

star star star star star Excellent

Resources

Blog

Tutorials and discussions on MS Office

Hints & Tips

MS Office tips to save you time

Cheat sheets

MS Office shortcut keys for all versions

Infographics

Handy info on industry trends

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Training manual sample

Below are some extracts from our SharePoint Site Administrator manual.

SharePoint online enables you to create either a Team Site or a Communication Site.

A Team Site enables a group of users to work together and collaborate on content by creating and editing documents or creating and managing lists. On a team site home page you can view links to important team files, apps and web pages along with viewing recent site activity.

A Communication Site is where you can share information with colleagues, such as news, reports, statuses and other relevant information in a graphically based format. They can be used for internal campaigns, reports and product launches that address broad audiences across an organisation.

Once a top-level site has been created you can create subsites. Subsites enable you to use a wide range of templates, such as classic team, blog or document centre sites. In SharePoint Online, you can create subsites using the ‘classic’ template only.

Site Template

Detail

Classic team site

Used to create, organise and share information within a team or project.

Blog site

Used to inform on company announcements, post ideas, observations and expertise within a team organisation.

Project site

This site is similar to the team site template but also includes a Projects Summary web part that is connected to the default Task list. Items added to the Task list are automatically displayed in the Project summary web part.

Document Centre

Used to manage large numbers of documents. This can be used either as an authoring environment or content archive.

Records Centre

Used to organise, store and manage records such as legal or financial documents. The Records Centre supports the entire records management process from records collection through to records management and records disposition.

1.     Click the Settings button.


2.     Click Site Contents.


3.     Click the New drop-down list and select Subsite.


4.     Enter a Title, Description and short URL.

5.     Select the required Site from the available templates.

6.     Specify whether you wish to inherit the permissions or use unique permissions.

7.     Specify the required options within the Navigation section.


8.     Click Create.


Alerts are notifications of changes to content on a site that you receive as email messages or text messages depending upon how the site is configured. With the required permission level within a site you can view and cancel alerts for other people by using the User Alerts page.

1.     Click the Settings button.


2.     Click Site Information.


3.     Click View all Site Settings.


4.     Within Site Administration, click User alerts.


5.     From the provided drop-down list select the user name you wish to view the alerts for.


6.     Select the required alert and Delete Selected Alerts, if required.


The access request feature allows users to request access to content that they do not have permission to see. As a site owner you can configure the feature to send you an email when someone requests access to a site, you can then choose whether you wish to approve or decline their request.

If you approve their request you can also specify the permission level you wish to assign to them.

The access request feature also works together with the Share command for sites.  If someone who is not a site owner for a site uses the Share command to invite other people to view a site, then that action will generate an access request for the site owner.

Site users have the opportunity to invite other people to collaborate on sites whilst the site owners have the authority over who has access to these sites and what level of permission users are assigned.

1.     Click the Settings button.


2.     Click Site Permissions.


3.     Click Advanced permissions settings.


4.     On the Permissions tab, click Access Request Settings.


5.     Specify the required settings in the Access Requests Settings box and click OK.

After a site has been created you may want to provide or restrict user access to the site or its contents.

For example, you might want to provide access only to members of your team, or you might want to provide access to everyone, but restrict editing for some.

The simplest way to work with permissions is to use the default groups and permissions levels provided, which cover most common scenarios.

Every site exists in a site collection, which is a group of sites under a single top-level site. The top-level site is called the root site of the site collection.

All the sites and site content in a collection inherit the permissions settings of the root or top-level site. When you assign unique permissions to sites, libraries and items those items no longer inherit permissions from their parent site.

Lists and libraries inherit permissions from the site to which they belong. If you are a site owner, you can stop permissions inheritance and change the permission settings for the list or library.

Depending upon site settings, a user can interrupt the default permission inheritance for a list or library item by sharing a document or item with someone who does not have access. In that case, SharePoint automatically stops inheritance on the document. 

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