Preface

We are moving very fast in the digital world. Its digital revolution and content play an important role. It is very important to manage content effectively, make content secure, targeted, collaborate more to work together to save cost, time, improve quality with more produce works. SharePoint is the giant of providing a collation tool when managing everything related to content comes into the picture. SharePoint Online by Microsoft is one of the finest software as a service (SaaS) that provides smart features and keeps on upgrading tools, rolling out new features to manage content smartly, with more security.

The primary goal of this book is to providea clear concept of sharepoint online. The book covers each and every newly introduced smart setting in the SharePoint Online site, like a user manual or field guide which you can follow to do the task, with very simple words but advanced-level production task experience as the outcome. Every setting in SharePoint is covered as a screenshot, so there will not be any problem if you are not accessing any SharePoint site. You will not face any problem since all images are taken considering user understanding step by step. This book is divided into 13 chapters, and it provides a detailed description of SharePoint Online basics to new advanced level settings. Over the 13 chapters in this book, you will learn the following:

Section I: Introduction and New Features in SharePoint Online

Chapter 1: Introduction and Site Information, covers, rewind SharePoint content concept, what is the scope of power user role, Revised SharePoint templates, Creating sites and subsites using site template, Getting started with site settings, basic modification in the site and how to select the right template for right business work

Chapter 2: Library and List Smart Management, cover about the default site contents and site features available, Upgraded new features in list and library for smart management, Information about Apps management, discussion about each list and library settings.

Section II: Application of SharePoint Features

Chapter 3: Content Approval Concept, covers specific about what content approval is, settings responsible for content approval, how content approval works, how can we automate content approval using traditional workflow or modern power automate, and its benefits over the manual approval process.

Chapter 4: Configure Information Management Policy focusing specifically on information management policy settings. Introduction to information management policies, how to activate the dependent feature, apply site policies, how to create content type policy templates. Describes how to enable retention, auditing, barcodes, labels policies, applying policy in content types, library, folder, list. Discussion about dependent timer job.

Chapter 5: Configure Document ID Service covers document id overview, dependent feature for document id service, how to add a column to the library, modify document id settings, document id service test case.

Chapter 6: Document Sets Feature describes document set overview, dependent feature for the document set. Creating site content type, content type columns, edit document set settings. Creating library, views, and adding content type to the library. creating a modern document set and how it is different from the classic document Set.

Chapter 7: Content Organizer Feature covers about content organizer overview, dependent feature for the content organizer, how to configure content organizer settings, create content organizer rules and how documents are routing based on rules and conditions.

Chapter 8: Manage Permission, focuses specific to permission overview, default groups in SharePoint, groups dependent on features, different permission levels, different settings available for permission management, modern experiences in permission management

Chapter 9: Managed Metadata Concept, focuses specific to managed metadata overview. How to create a new group, term set, term. Application of reuse terms, copy term set, merge terms, move term set. How to create metadata column, application of metadata in navigation settings and filtering, create and apply metadata navigation.

Chapter 10: SharePoint Server Publishing Infrastructure Feature, focuses specifically on how to activate the features and what are the changes happening in the site after activating the publishing infrastructure feature.

Section III: Site Designing and External Content Type Integration

Chapter 11: Application of Business Connectivity Services, focus specifically on how to create an external content type and how to integrate external content type with sharepoint.

Chapter 12: Site Designing and Enhancement describes how to create and edit site pages. what are section layouts and terminologies, add and configure new modern webparts in details. How structural navigation cache works, how to register hub site, associate other sites with a hub site, and application of webparts in the hub site.

Section IV: Usage and Analytics

Chapter 13: Manage Site Usage, explains how to monitor activities under site usage, analyze file activity reports, analyze site usage reports, analyze using site activity webpart, understand traditional audit log reports, analyze storage metrics.