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Microsoft SharePoint - Advanced

  • Length 1 day
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.

Nexacu Public Schedule

With Lumify Group's acquisition of Nexacu, we're pleased to now offer you the largest public schedule of end user applications training in Australia and New Zealand. As we move to consolidate our end user offering with Nexacu, as an interim measure you can now access the schedule of the most closely aligned courses and book, by clicking on the link below.

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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


  • 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


  • 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


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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