Modules

Module 1: Content Approval

Content approval can be applied to both lists and libraries in a SharePoint site. When enabled, it lets you manage the visibility of items until they’ve been reviewed. You can turn this on from the list or library settings. Content can be approved manually via the toolbar or context menu, or automatically using workflows. SharePoint includes a built-in workflow designed for content approval.

Lessons
• Enabling Content Approval
• Content Approval Workflows

Lab 1: Content Approval
• Enabling and Using SharePoint Content Approval
• Enabling and Using SharePoint Approval Workflow

After completing this module, students will be able to:
• Enable content approval
• Control visibility for unapproved items
• Approve content
• Use built-in workflows
• Assign built-in approval workflows to a list or library
• Approve items via workflow-generated tasks

Module 2: Creating Custom Workflows with SharePoint Designer 2013

Workflows help automate tasks in SharePoint. Paid versions (Standard and Enterprise) include additional built-in workflows that you can configure directly from the browser. SharePoint Designer is a powerful yet user-friendly tool for building custom workflows, requiring no coding skills. Visual Studio offers even more capability but does require programming knowledge.

Lessons
• Workflow Basics
• Custom List Workflows
• Workflow Actions
• Workflow Conditions
• Workflow Initiation Form
• Reusable Workflows

Lab 1: Creating Custom Workflows with SharePoint Designer 2016
• Creating Custom List Workflows
• Creating Reusable Workflows

After completing this module, students will be able to:
• Understand workflow fundamentals
• Run workflows and review their history
• Add actions and conditions
• Use parameters in initiation forms
• Create and link reusable workflows to lists or libraries

Module 3: Working with Managed Metadata

The Managed Metadata service lets you centrally manage terms and share them across sites and collections. These terms are stored in Term Sets, which are grouped within Term Groups. Term Store Administrators manage the structure and permissions for these groups.

Lessons
• Creating a Term Store Group and Term Set
• Creating Metadata Columns in Lists and Libraries
• Publishing Content Types

Lab 1: Working with Managed Metadata
• Creating a Term Store Group and Term Set
• Creating Managed Metadata Columns

After completing this module, students will be able to:
• Understand managed metadata basics
• Create Term Store groups and sets
• Add Managed Metadata columns to lists/libraries
• Understand the basics of content type publishing

Module 4: Business Connectivity Services

Business Connectivity Services (BCS) is available even in the free SharePoint Foundation edition. It allows administrators to connect external data sources to SharePoint through external lists, rather than storing data internally.

Lessons
• Business Connectivity Service Basics
• Creating an External Content Type with SharePoint Designer
• Creating a List from an External Content Type

Lab 1: Business Connectivity Services
• Working with External Content Types and Lists

After completing this module, students will be able to:
• Understand BCS concepts
• Set up external connections and content types with SharePoint Designer
• Define database operations
• Create external lists

Module 5: Information Management Policy

This module covers the fundamentals of information management policies, which help enforce compliance and governance rules within SharePoint.

Lessons
• Information Management Policy Basics
• Defining Information Policy for a Content Type
• Defining Information Policy for a List

Lab 1: Information Management Policy
• Create an Information Management Policy for a List

After completing this module, students will be able to:
• Understand the purpose and structure of information policies
• Apply policies to content types and lists/libraries
• Define policy stages

Module 6: Content Organiser

The Content Organiser (only in paid versions) automatically routes documents from a drop-off library based on pre-set rules. It must be enabled at the site level and creates a drop-off library when activated.

Lessons
• Activating the Content Organiser Feature
• Configuring Content Organiser Settings
• Configuring Content Organiser Rules

Lab 1: Content Organiser
• Activating and Configuring the Content Organiser Feature

After completing this module, students will be able to:
• Enable the Content Organiser feature
• Modify settings
• Create routing rules

Module 7: Document ID Service

The Document ID service (paid versions only) assigns unique, customisable IDs to documents. These IDs remain the same even if a document is moved, creating a consistent URL for referencing.

Lessons
• Activating the Document ID Feature
• Configuring Document ID Settings
• Linking Documents Using Their Document ID

Lab 1: Document ID Service

After completing this module, students will be able to:
• Understand how Document ID works
• Activate and configure the feature in a Site Collection
• Manually run timer jobs to assign IDs
• Use Document ID URLs to link documents

Module 8: Document Sets

Document Sets are advanced folders that group related documents. They support shared metadata, workflows, and a welcome page. Available only in paid versions, they require activation at the Site Collection level.

Lessons
• Activating the Document Sets Feature
• Creating a Document Set Content Type
• Adding a Document Set Content Type of a Library

Lab 1: Document Sets
• Configuring Document Sets Feature

After completing this module, students will be able to:
• Understand the benefits of Document Sets
• Enable and configure the feature
• Create content types that inherit from Document Set
• Add custom columns and modify the welcome page
• Use Document Sets in a library

Module 9: SharePoint Server Publishing Infrastructure

This feature enhances content creation and display on SharePoint pages. It must be enabled at both the site collection and site level and is only available in paid editions.

Lessons
• Activating the SharePoint Server Publishing Infrastructure
• Publishing Infrastructure Basics
• Creating Pages with Page Layouts

Lab 1: SharePoint Server Publishing Infrastructure
• Activating Publishing Infrastructure
• Creating Publishing Pages

After completing this module, students will be able to:
• Enable Publishing Infrastructure at both levels
• Understand how publishing works
• Create and customise pages using layouts

Module 10: Configuring and Consuming Site Search Results

All SharePoint 2013 versions, including Foundation, come with built-in search. The main difference is scalability—Foundation runs everything on one server. Otherwise, the search features are largely the same.

Lessons
• Search SharePoint for Content
• SharePoint Search Centre

Lab 1: Configuring and Consuming Site Search Results
• Basic SharePoint Search
• Advanced Search

Lab 2: Configuring and Consuming Site Search Results
• Basic SharePoint Search
• Advanced Search

After completing this module, students will be able to:
• Perform basic and advanced searches
• Add a Search Centre
• Connect a site’s search box to a Search Centre
• Crawl content