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Microsoft SharePoint Server Content Management for SharePoint 2013 and 2016

  • Tuition USD $981 List Price $1,090 GSA  $823.68
  • Reviews star_rate star_rate star_rate star_rate star_half 3096 Ratings
  • Course Code 55198
  • Duration 2 days
  • Available Formats Classroom

This two-day instructor-led is intended for SharePoint Site Owners and Content Owners. In this course, students learn how to configure and use SharePoints library content management features.

Skills Gained

  • Plan, organize and manage SharePoint content.
  • Configure and use SharePoint library features such as versioning, content approval and validation.
  • Create and manage metadata.
  • Create, distribute and use Site Columns and Content Types.
  • Configure and use Auditing and Retention.
  • Configure and use library organization features such as Folders, View, Document Sets and the Content Organizer.
  • Choose and configure automation features such as workflows and alerts.
  • Plan for, configure and use SharePoints Record Management features.
  • Improve the end user search experience for libraries.

Who Can Benefit

This course is intended for SharePoint end users, SharePoint Site Owners and Power, SharePoint administrators and developers, and SharePoint Governance Team members.


  • Attended a SharePoint Site Owners class or have strong SharePoint Site Owner / Site Collection Administrator experience.
  • Knowledge of their business requirements for content, records and governance.

Course Details


Module 1: SharePoint Content Management
This module supplies an overview of SharePoint content management features and a review of SharePoint security.

  • SharePoints Content Management Features
  • SharePoint Security
  • Sharing SharePoint Content
  • SharePoint Sync

Lab 1: SharePoint Security and Sync Configuration
  • Securing a Library
  • Working with Users and Groups
  • Managing Share and Sync
After completing this module, students will be able to:
  • Describe the SharePoint Content Management Features.
  • Configure List and Library Security.
  • Understand the risks of Share and Sync.

Module 2: Library Configuration
This module explains how to create and configure SharePoint libraries. Here, we will review and expand on topics covered in typical Site Owner training.
  • Versioning
  • Content Approval
  • Check Out/In
  • Ratings and Likes
  • Column and Item Validation Settings
  • RSS and Incoming Email

Lab 1: Library Configuration
  • Create and Configure a Products Library
  • Exploring Library Features
  • Uploading Content
After completing this module, students will be able to:
  • Create and configure libraries.

Module 3: Metadata and Taxonomy
In this module we will explore the concepts of metadata and a formal taxonomy. We will explore Managed Metadata Services from the farm level and the site level.
  • Definitions!
  • Who Creates and Manages Your Taxonomy?
  • Using Metadata
  • The Managed Metadata Service
  • Enterprise Metadata and Keywords Settings

Lab 1: Metadata and Taxonomy
  • Migrating Settings by using Windows Easy Transfer
  • Configuring a Reference Image of Windows 7
  • Configuring a Reference Image
After completing this module, students will be able to:
  • Describe SharePoint Metadata and Taxonomy features.
  • Create and Consume Managed Metadata Term Sets.

Module 4: Site Columns and Content Types
This module explains how to formalize, standardize and automate the collection of metadata by using Site Columns and Content Types.
  • Working with Site Columns and Content Types
  • Site Columns
  • Content Types
  • The Content Type Hub

Lab 1: Site Columns and Content Types
  • Creating and using Site Columns
  • Creating and using Content Types
  • Working with the Content Type Hub
After completing this module, students will be able to:
  • Define, and know when to use, Site Columns and Content Types.
  • Manage content using Site Columns and Content Types.
  • Centrally manage Content Types using a Content Type Hub.

Module 5: Auditing and Retention Policies
This module explores the Information Management Policies features, including activity auditing and document retention policies.
  • Information Management Policy Settings
  • Creating a Site Collection Policy template
  • Configuring Document Retention
  • Configuring Document Auditing
  • Creating Policies for a List or Library
  • List and Document Activity Reports

Lab 1: Auditing and Retention Policies
  • Configuring Information Management Policy Settings for a Library
  • Configuring Information Management Policy Settings for a Content Type
  • Using List and Document Activity Reports
After completing this module, students will be able to:
  • Describe SharePoints features for auditing and retention policies.
  • Configure Information Management Policy Settings for a Library or Content Type.
  • Use List and Document Activity Reports.

Module 6: Organizing Content
This module explains how organize and manage large libraries.
  • Folders
  • Views
  • Document Sets
  • The Content Organizer

Lab 1: Organizing Content
  • Working with Folders and Views
  • Creating a Custom Document Set
  • Configuring the Content Organizer to move documents
After completing this module, students will be able to:
  • Know when to use folders vs. views.
  • Create custom Document Sets.
  • Work with the Content Organizer to automatically move documents.

Module 7: Library Automation
This module explains how to use SharePoints automation tools to manage documents. These include Alerts, Retention Policies and Workflows. This module will provide an overview of workflow creation using SharePoint Designer.
  • SharePoints Automation Tools: Alerts, Policies, Workflows and Flow
  • The Out of the Box Workflows
  • SharePoint Designer Workflows

Lab 1: Library Automation
  • Using the Out of the Box Approval Workflow
  • Creating a SharePoint Designer Workflow
After completing this module, students will be able to:
  • Describe the SharePoint Automation features.
  • Configure the out of the box features and workflows.
  • Get started with SharePoint Designer workflows.

Module 8: Records Management
This module explores records and SharePoints record management features. Both the Records Center and In Place Records Management are covered.
  • Records
  • In Place Records Management
  • The Records Center

Lab 1: Records Management
  • Configuring In Place Records Management.
  • Creating a Records Center site.
  • Managing Records.
After completing this module, students will be able to:
  • Identify and plan for records.
  • Enable and use In Place Records Management.
  • Create and configure a Records Center site.

Module 9: Search Optimization for Libraries
This module explains how to configure a better search experience for your library users by modifing the search schema to take advantage of your metadata. (For complete coverage of Search Administration see course: 55122AC Microsoft SharePoint 2013 Search Administration.)
  • Tips for Searching Library Content
  • From Site Column to Managed Property
  • The Search Schema
  • Improving the Search Experience

Lab 1: Search Optimization for Libraries
  • Searching Libraries
  • Creating a Search Managed Property
  • Improving Title and Author Searches
After completing this module, students will be able to:
  • Describe the relationship between Site Columns and Search Managed Properties.
  • Create new Managed Properties from Site Columns.
  • Improve user search results by tweaking the search schema.

How do I get a Microsoft exam voucher?

Pearson Vue Exam vouchers can be requested and ordered with your course purchase or can be ordered separately by clicking here.

  • Vouchers are non-refundable and non-returnable. Vouchers expire 12 months from the date they are issued unless otherwise specified in the terms and conditions.
  • Voucher expiration dates cannot be extended. The exam must be taken by the expiration date printed on the voucher.

Do Microsoft courses come with post lab access?

Most Microsoft official courses will include post-lab access ranging from 30 to 180 calendar days after instructor led course delivery. A lab training key in class will be provided that can be leveraged to continue connecting to a remote lab environment for the individual course attendee.

Does the course schedule include a Lunchbreak?

Lunch is normally an hour-long after 3-3.5 hours of the class day.

What languages are used to deliver training?

Microsoft courses are conducted in English unless otherwise specified.

Instructor, Training material & span of the training is neatly planned.

This is my second class through ExitCertified and I have been pleased with the access to learn remotely.

Content is consistent with the class you enroll in. Instructor was thorough and engaging.

Overall good experience considering the situation we are all in. Could use more hands on experience

The AIX course I attended was very well deliverd by the instructor.
I was nicely paced and material was very much relevant to my current skills gap. I would definitely recommend this cours to a friend.

0 options available

There are currently no scheduled dates for this course. If you are interested in this course, request a course date with the links above. We can also contact you when the course is scheduled in your area.

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