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Microsoft SharePoint - Advanced (Document Governance)

  • Length 1 day
  • Price  $595 inc GST
Course overview
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Why study this course

This advanced-level SharePoint course is focused on document governance and information protection within Microsoft 365 environments. Through practical, instructor-led training, participants will develop a deeper understanding of how to implement structured, secure, and compliant document management across their SharePoint sites.

You’ll learn how to improve site security, streamline document classification, and ensure compliance through retention and sensitivity policies. This includes applying metadata and taxonomy for better discoverability, using content types for consistency, and setting up document retention and sensitivity labels to control access and lifecycles. You'll also be introduced to Microsoft 365 compliance tools such as Data Loss Prevention (DLP) and eDiscovery.

By the end of the course, you’ll be equipped to enhance document governance in your organisation, helping ensure content is well-organised, protected, and compliant.

Note: Some features demonstrated in this course require administrator access. While you may not have this access currently, understanding these tools is beneficial for site managers and power users. You can liaise with your SharePoint administrator to request access where appropriate.

For our introductory course, see SharePoint Beginner (Site User). For our intermediate course, see SharePoint Intermediate (Site Owner).

Nexacu Public Schedule

Nexacu is part of the Lumify Group, offering you the largest public schedule of end user applications and professional development training in Australia, New Zealand, and the Philippines. You can now access the schedule of courses and book, by clicking on the button below.

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What you’ll learn

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

  • Use managed metadata to classify and organise documents

  • Create content types to streamline the use of corporate templates

  • Apply document retention labels to manage document lifecycle

  • Implement sensitivity labels and policies to control access and sharing

  • Understand and configure SharePoint Site security settings


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Microsoft Apps at Lumify Work

As part of Lumify Group, Lumify Work has skilled more people in Microsoft technologies than any other organisation in Australia and New Zealand. We have a campus in the Philippines, too. We offer the broadest range of instructor-led training courses, from end user to architect level.  We are proud to be the winner of the Microsoft MCT Superstars Award for FY24, which formally recognises us as having the highest quality Microsoft Certified Trainers in ANZ. 


Who is the course for?

This course is designed for people who are managing SharePoint sites within their organisation and want to enhance document management and protection capabilities. You will be shown some features requiring administrator access.


Course subjects

Taxonomy

  • Introduction to managed metadata

  • Planning a taxonomy structure

  • Creating a taxonomy manually

  • Importing metadata from Excel via CSV

  • Applying metadata to libraries and documents

  • Creating custom views to filter and group files

Content Types

  • Overview of content types

  • Creating document-based content types

  • Uploading and associating document templates

  • Adding metadata fields, including site columns and taxonomy fields

  • Setting information management policies

  • Publishing content types

  • Adding content types to libraries

Library and Site-Level Settings

  • Record declaration and in-place records management

  • Configuring document IDs

Retention Labels and Policy

  • Overview of document retention in Microsoft 365

  • Creating and publishing retention labels

  • Applying labels to individual documents and entire libraries

Sensitivity Labels and Information Protection

  • Creating and applying sensitivity labels

  • Setting policies to restrict sharing and external access

  • Understanding document information protection policies

Security

  • Key differences in site types and related security structures

  • Using and breaking permission inheritance

  • Managing groups and custom permission levels

Extended Document Management and Security Features

  • Data Loss Prevention (DLP) policies

  • eDiscovery tools


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.


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Nexacu Public Schedule

Nexacu is part of the Lumify Group, offering you the largest public schedule of end user applications and professional development training in Australia, New Zealand, and the Philippines. You can now access the schedule of courses and book, by clicking on the button below.




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