SharePoint 2013 Site Management

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Course Code: SP2013SMT
Duration: 2 days
Audience: End-users


This course is designed to build on the attendees’ existing contributor level knowledge in order to provide the skills to create and manage all aspects of their SharePoint 2013 sites.


Delegates attending this course will have completed our SharePoint 2013 Collaboration for End Users 2-day introductory course, or will have otherwise gained the equivalent level of knowledge.

Module 1: Site Owner Responsibilities

Site owners are trusted with functionality that would normally be available to developers. As a responsible site owner it is integral to know what your responsibilities are and what are the best practices. This module leads the site management course by discussing the delegates role in creating sites, reasons for creating sites and the importance of securing the site before adding content. The following topics are covered:

  • Responsibilities of a Site Owner
  • Reasons for Creating a Site
  • When to Secure a Site
  • Site Content Ownership

Module 2: Creating and Managing Sites

Fundamentally, site collections are composed of sites and different types of pages. In this module students will create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:

  • Introduction to Site Topology
  • When to create a site and where?
  • How to Create a new Site
  • Site Templates
  • Meeting Workspaces
  • Blogs
  • Site Settings
  • Deleting Sites

Module 3: Permissions and Security

Security is an important element of any site collection. This module includes Instructor-led demonstrations of default groups. Thorough coverage of the use, creation, and application of custom permission levels provide students with comprehensive knowledge about the creation and management of sites. We also focus on security management best practices. The following lessons are covered:

  • Introduction to Security in SharePoint 2013
  • Permissions, Permission Levels and SharePoint Groups
  • Manage User Access to SharePoint Site
  • Manage SharePoint Groups and Users
  • Breaking Permissions Inheritance within the Site
  • SharePoint Security Best Practices

Module 4: Adding and Configuring Apps (Pt. 1)

Maintenance and use of lists apps and library apps are one of the site owner’s primary responsibilities. Well-constructed lists and libraries save users time and frustration, which translates to an effective gain for organisations. This module covers elements such as views, columns and managed metadata which are fundamental to this construction. Versioning and other library settings which can serve to enhance a list or library are also taught in this module. An introduction to on premise and SharePoint Marketplace apps is also included in this module. The following lessons are covered:

  • Using list and library apps
  • Managing list & library properties
  • Creating list templates
  • Creating & managing columns
  • Site columns
  • Creating & managing views
  • Managed metadata
  • Configuring advanced list & library settings
  • On premise apps
  • SharePoint Marketplace apps

Module 4: Adding & Configuring Apps (Pt. 2)

This module covers a selection of topics which were introduced in SharePoint 2010, and provide facilities to help users find, organise and store content. Document IDs provide a method for referencing documents to make them easier to find and share. Document Sets enable users to group related documents in a similar way to folders but with several additional benefits. The Content Organizer is a system which can automatically route content to the correct location within SharePoint dependant on pre-set rules. The following topics are covered:

  • Introduction to Document IDs
  • Configuring Document IDs
  • Introduction to Document Sets
  • Configuring Document Sets
  • Creating Rules

Module 5: Adding & Managing Workflows

Workflows are a powerful efficiency tool which can be used to organise and track process driven tasks. In this course, application and customisation of these workflows is demonstrated using real world examples, as well as investigating how Visio and SharePoint Designer can be used to enhance the experience. Students are given the opportunity to build workflows and track workflow tasks. The following lessons are covered:

  • Introduction to workflows
  • Workflow scenarios
  • Creating workflows
  • Configuring workflow settings
  • Deploying workflows
  • Creating workflows from MS Visio 2013
  • Extending workflows with MS SharePoint Designer 2013

Module 6: Creating & Managing Content Types

Configuration of Content Types allows Site Collection Administrators and Site Owners to group attributes such as metadata, workflows and document templates into functional components. These Content Types can be managed in a dedicated site collection so that they can be shared across the entire SharePoint farm. This functionality allows for an enhanced user experience and reduced administrative overhead. The following lessons are also covered:

  • Introduction to content types
  • Creating & managing site content types
  • Content type settings
  • Document Sets
  • The Content Type Hub
  • Deploying content types

Module 7: Document Lifecycle Management

SharePoint supports an array of features to support the process of controlling the governance of documents in a business. This module will introduce delegates to the records center, information management policy settings and how to use workflows and the content organizer to manage document lifecycles. The following lessons are covered:

  • An introduction to governance
  • Information management policy settings
  • Disposition workflows
  • The records center
  • The content organizer

Module 8: Site Customisation

Fundamentally, site collections are composed of sites, basic pages, and Web Part pages. In this module students will create each of these components to develop an enhanced understanding of each item’s function and appropriate use. The following lessons are covered:

  • Adding Pages to your SharePoint Site
  • Adding and Modifying Web Parts
  • Deleting Pages
  • Look and Feel Settings
  • Modifying Navigational Components
  • Creating Site Templates

Appendix: Office integration Features

To take full advantage of many features which SharePoint 2013 has to offer, we need to understand SharePoint’s relationship with other Microsoft Office applications. This module provides an essential overview of the Microsoft products which are most commonly used in conjunction with SharePoint 2013 and discusses at an overview level the advantages of each program when combined with SharePoint, including:

  • Access 2013
  • Excel 2013
  • PowerPoint 2013
  • InfoPath 2013
  • Outlook 2013
  • SharePoint Designer 2013
  • OneDrive Pro

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