55033 – SharePoint 2013 Site Collection and Site Administration

Modules

Module 1: Introduction to SharePoint 2013

This module introduces fundamental SharePoint 2013 concepts tailored for site collection and site administrators. It establishes a foundational understanding of terminology and navigation essential for the remainder of the course.

Lessons

• Understanding Site Collection and Site Administrator Roles
• Defining Key SharePoint Terminology
• Navigating SharePoint Sites
• Using the Ribbon Interface
• Creating and Editing Basic Content

Lab 1: Not Applicable

• No hands-on lab for this module

After completing this module, learners will be able to:

• Describe the roles and terminology within SharePoint 2013
• Navigate through SharePoint sites confidently
• Use the Microsoft Ribbon effectively
• Create and manage basic content

Module 2: Planning a Company Portal in SharePoint 2013

This module introduces governance within SharePoint, highlighting its importance in ensuring a successful deployment aligned with evolving business objectives.

Lessons

• Understanding SharePoint Governance
• Designing an Information Architecture
• Implementing a Site Hierarchy

Lab 1: Not Applicable

• No hands-on lab for this module

After completing this module, learners will be able to:

• Explain the role of governance in SharePoint
• Develop an effective information architecture
• Design a scalable site structure

Module 3: Building the Company Portal

This module outlines how to construct a company portal by establishing the foundational site structure, including sites, lists, libraries, and SharePoint 2013 apps.

Lessons

• Creating a Site Hierarchy
• Introduction to SharePoint Apps
• Customising Lists and Libraries
• Understanding and Creating Views
• Managing Site Navigation

Lab 1: Building a Structured Company Portal

• Creating Departmental Sites
• Adding Document Libraries and Lists
• Modifying Columns and Metadata
• Enabling Versioning and Content Approval
• Creating Custom Views
• Updating Global and Current Navigation

After completing this module, learners will be able to:

• Design and implement a SharePoint site structure
• Add and customise apps, libraries, and lists
• Create views to improve data presentation
• Modify and optimise site navigation

Module 4: Ensuring Consistency Across Sites

To streamline management and maintain uniformity, this module focuses on reusable components such as site columns, content types, taxonomies, and templates.

Lessons

• Creating Site Columns
• Designing Content Types
• Implementing a Taxonomy using the Managed Metadata Service
• Configuring the Content Organiser
• Promoting Consistency with Templates

Labs
Lab 1: Custom Columns and Content Types

• Create and Apply Content Types

Lab 2: Implementing a Taxonomy

• Design a Metadata Taxonomy
• Add Managed Metadata Columns

Lab 3: Configuring the Content Organiser

• Set Column Defaults
• Enable and Configure Content Organiser Rules

After completing this module, learners will be able to:

• Create and apply reusable content structures
• Implement taxonomy and metadata
• Use the Content Organiser to automate content routing
• Apply templates for consistency
• Understand best practices for managing consistency

Module 5: Securing the Company Portal

This module provides an in-depth look at SharePoint permissions and how to implement secure access using groups, sharing, and unique permission sets.

Lessons

• Overview of SharePoint Security and Permissions
• Creating and Managing SharePoint Groups
• Applying and Managing Permissions
• Comparing Sharing vs. Traditional Security

Lab 1: Managing SharePoint Permissions

• Viewing and Modifying Object-Level Permissions
• Creating Custom Groups and Assigning Permissions
• Securing Content with Unique Permissions

After completing this module, learners will be able to:

• Understand and manage SharePoint permissions
• Design a secure access structure
• Apply security best practices
• Differentiate between sharing links and standard permissions

Module 6: Customising the Portal’s Appearance

This module demonstrates how to enhance a SharePoint portal’s user experience through themes, web parts, and targeted content delivery.

Lessons

• Changing the Portal Theme and Layout
• Editing Pages and Content
• Configuring Web Parts and App Parts
• Delivering Content to Target Audiences

Labs
Lab 1: Configuring Web Parts

• Creating and Applying Content Types
• Creating List Templates
• Adding Content and Configuring Web Parts

Lab 2: Connecting Web Parts

• Setting Up a Project Site and Issue Tracker
• Customising and Testing the Home Page

Lab 3: Applying Themes

• Changing the Portal Theme and Logo

After completing this module, learners will be able to:

• Apply custom themes and branding
• Add and configure web parts
• Target content to specific audiences

Module 7: Extending SharePoint Functionality

This module introduces integration with external data sources and key enterprise features such as eDiscovery and records management.

Lessons

• Creating External Content Types with SharePoint Designer
• Configuring an eDiscovery Centre
• Exploring Records Management Options

Labs
Lab 1: Connecting to External Data

• Create External Content Types and Lists
• Configure Business Data Web Parts

Lab 2: Implementing Records Management

• Use the Records Centre and eDiscovery Features

After completing this module, learners will be able to:

• Connect SharePoint to external data sources
• Implement record retention and legal hold procedures
• Use the eDiscovery Centre for compliance

Module 8: Leveraging Web Content Management

This module explores how to use publishing features in SharePoint 2013 to create rich, structured web content, workflows, and metadata-driven navigation.

Lessons

• Enabling Publishing Infrastructure
• Structuring Web Content
• Navigating with Managed Metadata
• Configuring Publishing Workflows

Labs
Lab 1: Creating a Publishing Site

• Set Up News and Content Pages
• Apply Page Layouts and Image Renditions

Lab 2: Configuring Approval Workflows

• Implement and Test a Publishing Workflow

Lab 3: Metadata Navigation

• Enable Managed Navigation
• Create Terms and Control Page Structure

After completing this module, learners will be able to:

• Enable and configure publishing features
• Implement structured and metadata-driven navigation
• Design content approval workflows

Module 9: Enhancing Social Collaboration

This module covers SharePoint’s social features, including communities, discussions, and personal profiles, to support internal collaboration and knowledge sharing.

Lessons

• Configuring SharePoint 2013 Social Capabilities
• Creating and Managing a Community Site

Labs
Lab 1: Designing a Social Experience

• Enable Ratings, RSS, and My Site Features

Lab 2: Creating a Community Site

• Create and Moderate Discussions

After completing this module, learners will be able to:

• Implement social collaboration tools
• Design and manage a Community Site
• Apply best practices for internal knowledge sharing

Module 10: Finding Information Using Search

This module teaches how to enhance information discovery using SharePoint’s enterprise search capabilities, including custom result sources and refiners.

Lessons

• Understanding Search in SharePoint 2013
• Configuring Search Settings

Lab 1: Creating an Enterprise Search Centre

• Configure Result Sources and Managed Properties
• Customise Refinement Panels and Search Navigation

After completing this module, learners will be able to:

• Build and configure a Search Centre
• Enhance the search experience with custom refiners and sources

Module 11: Governance and Planning for Growth

This module focuses on the importance of governance for maintaining a scalable and sustainable SharePoint environment.

Lessons

• Reviewing Governance for Site Administration
• Executing Governance in Practice

Lab 1: Not Applicable

• No hands-on lab for this module

After completing this module, learners will be able to:

• Define governance roles and responsibilities
• Create a governance plan and steering team

Module 12: Administering the SharePoint Portal

This module introduces tools and settings available to site collection and site administrators as part of their regular SharePoint management tasks.

Lessons

• Key Settings for Site Collection Administrators
• Key Settings for Site Administrators

Lab 1: Not Applicable

• No hands-on lab for this module

After completing this module, learners will be able to:

• Navigate and utilise administrative settings relevant to their role
• Perform key administrative tasks within a SharePoint environment