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Microsoft SharePoint - Advanced (Document Governance)

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

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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

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.

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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 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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