About this course

Course type Specialist
Course code QASP13ECM
Duration 5 Days

This course applies to the following platforms: SharePoint On-Premise, SharePoint Online

Enterprise Content Management (ECM) is paramount to any business. It ensures content and information is stored, processed, and discovered by users correctly. ECM is the most identifiable and applied feature of SharePoint, and yet is commonly implemented incorrectly or not at all in businesses. The result is mismanaged information that reduces performance and productivity and increases cost and security risks.

This course harnesses the 'out of the box' power of SharePoint to provide a solid enterprise content management system without the added expense of third party tools and software. If you want to make the most of SharePoint for your business documents and other content without additional cost, this course is for you.

Target audience
The course is for anyone involved in the strategy and planning of content management and business information within an organisation. These roles include:

  • Information architects
  • Document and record managers
  • Web content designers
  • Business line managers
  • IT professionals will also benefit from the content in order to support the SharePoint infrastructure requirements.

Prerequisites

  • A good understanding of Windows 7 or higher.
  • Experience using Internet Explorer or equivalent browser.
  • Experience equivalent to QA courses SharePoint 2013 Core Skills Level 1 (QASPEU13L1) and SharePoint 2013 Core Skills Level 2 (QASPEU13L2).
  • Experience equivalent to QA courses SharePoint 2013 Site administration for End Users (QASPSA13D3) or SharePoint 2013 Master Class (QSAP13MC) is an advantage but not essential.

Please Note: If you attend a course and do not meet the prerequisites you may be asked to leave.

Delegates will learn how to

  • Define site structure(s) for managing and sharing content.
  • Understand the content management roles.
  • Identify and develop types and classes of content in business.
  • Create content glossaries and navigation from Information Architecture.
  • Define SharePoint security with permission levels.
  • Define for all Content types including Business Connectivity Services.
  • Create and manage content and document and record centres.
  • Provide appropriate means to search content.
  • Define compliancy and retention policies.
  • Create reports to analyse and maintain content usage.

Outline

Module 1 - Understand and Plan ECM

  • What is Enterprise Content Management?
  • The Enterprise Content Management domain
  • ECM in SharePoint
  • Content lifecycle
  • The ECM planning process
  • Planning best practices
  • Content management case studies

Module 2 - Content Organisation

  • SharePoint hierarchical site structure
  • Planning content storage
  • Content storage levels
  • Site and object URLs
  • Creating Site Collections and Sites
  • Document Center
  • Author Workspace sites
  • Capturing content
  • Capturing physical documents
  • Migrating from network shares

Module 3 - Information Classification

  • Information Architecture
  • Content information
  • Create an information glossary
  • Enterprise Taxonomy
  • Manage site columns
  • Apply site columns

Module 4 - Content Type Management

  • Plan and design content types
  • Content type hierarchy
  • Content type syndication
  • Manage Content Types
  • Microsoft Office document content types
  • Embedding metadata into document templates
  • Apply site content types
  • Other Document Content Types
  • Folders
  • Document Sets
  • External Content Types

Module 5 - User Roles and Usage

  • Securable Elements
  • Define your site community
  • Identify roles and responsibilities
  • Permissions and permission levels
  • Permission inheritance
  • Securable objects
  • Quick Share
  • Managed Metadata permissions

Module 6 - Content Control

  • Check out management
  • Versioning
  • Manage copies
  • Using Alerts
  • Gathering Contents to the 'Document Center'
  • Rating Content
  • Content transportation

Module 7 - Content Workflows

  • Understanding Business Process
  • 'Out-of-the-box' Workflow templates
  • Workflow administration
  • Add Workflows
  • Running Workflows
  • Introduction to Workflow Design using Visio
  • Build a 2010 Workflow using Visio
  • Import a Visio workflow into SharePoint Designer

Module 8: Managing Records

  • What is a Record?
  • Records Center
  • In-Place records
  • Compliance Audit

Module 9 - Compliance

  • Content Initialisation settings
  • Content Integrity
  • Content Information Panel
  • Use InfoPath to manage compliance
  • Record declaration (centre and in-place)
  • Retention and Legal hold

Module 10: Information Discovery

  • Enterprise Search Center
  • Search Scopes
  • Site Search Settings
  • Site Center UI Components
  • The Search Results Page
  • Creating Search Tabs (Enterprise Search Center)

Module 11: Content Auditing

  • Content Management Reports
  • Records Library Structure
  • Access Audit History report
  • Retention Schedule report
Specialist Course

5 Days

Duration
Microsoft SharePoint
Delivery Method

Delivery method

Classroom / Attend from Anywhere

Receive classroom training at one of our nationwide training centres, or attend remotely via web access from anywhere.

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