Course Specifications

Course Number:

091097

Course Length:

1 day

Course Description

Overview:

Microsoft® SharePoint®, in conjunction with the Microsoft 365™ productivity and office automation suite, provides tools to create and manage a corporate intranet, facilitate content sharing and collaboration, and enable users to create, access, store, and track documents and data in a central location.

Users who already have experience as SharePoint site members and owners may be ready to move on to more advanced site-building tasks such as using custom site templates, custom themes, applying advanced permissions settings, improving security, and preparing sites to support governance and compliance.

Advanced site builders may be ready to undertake more advanced site management tasks, working in conjunction with their SharePoint Administrator to create and use custom site templates, term sets and metadata, manage information governance and compliance, and get deeper into SharePoint security configuration.

This course focuses on these advanced site-building and administration tasks.

Course Objectives:

In this course, you will perform advanced site-building and administration tasks.

You will:

• Create a custom site template to reduce the time spent creating similarly configured SharePoint sites.
• Configure managed metadata, including custom term sets, content types, and metadata-based navigation.
• Control access through permissions.
• Improve overall security of sites, lists, libraries, folders, list items, and documents.

Target Student:

This course is designed for students who already have experience creating Modern SharePoint sites and populating them with content, who want to learn advanced features to extend SharePoint's capabilities, make information easier to find and manage, use SharePoint features to improve governance and compliance, and improve the security of information and services within the SharePoint environment.

Prerequisites:

To ensure your success in this course, you should have SharePoint site user skills such as the ability to view and enter data in SharePoint lists and libraries, and to navigate a typical SharePoint site. You should also have intermediate site builder skills such as the ability to create a SharePoint site, apply a site template, populate sites with pages, create lists and libraries, and connect a site to a hub site. You can obtain these skills by taking the following Logical Operations courses:

• Microsoft® SharePoint® Modern Experience: Site Basics
• Microsoft® SharePoint® Modern Experience: Site Owner with Power Platform

Course-specific Technical Requirements

Hardware:

For this course, you will need one computer for each student and one for the instructor. Each computer requires the following minimum hardware configurations:

• Sufficient processor speed, RAM, and disk space for good system performance when running a web browser on Windows.
• Mouse, keyboard, and monitor. A monitor capable of a screen resolution of 1,920 × 1,080 pixels or higher is recommended.
• High-speed, stable Internet connection.
• For the instructor’s computer, a method to project and/or share the screen as needed for local and remote class participants.

Software:

• Microsoft® Windows® 10 or 11, Professional or Enterprise
• Microsoft® 365™ license that includes SharePoint.
• If necessary, software for viewing the course slides. (Instructor machine only.)
• The Edge web browser, included with Windows, is a good choice for using SharePoint. To facilitate viewing the JSON scripting file in Lesson 1, consider also installing the Firefox web browser on each computer.

NOTE: This course was developed using Microsoft 365 Business Standard edition. If you opt to use one of the Enterprise editions, be sure to key the course activities before you deliver the class so you will be able to anticipate any differences that students might see with the edition you use.

Course Content

Lesson 1: Creating Custom Site Templates

Topic A: Prepare a Site Script

Topic B: Generate and Use a Custom Site Template

Lesson 2: Managing Content Services

Topic A: Plan and Configure Managed Metadata

Topic B: Create and Manage Content Types

Topic C: Use Managed Metadata for Navigation and Filtering

Lesson 3: Controlling Access Through Permissions

Topic A: Assign Permissions

Topic B: Manage Permissions Inheritance

Lesson 4: Improving Security

Topic A: Manage Access at the Site Level

Topic B: Manage Access at the Tenant Level

Appendix A: Cleaning Up Unused SharePoint Resources