Table of Contents

1. Introduction and Site Information

Structure

Objective

Rewind SharePoint Content Concept

Scope of power user role

Templates revised

Site templates out of box

Content templates

Creating sites and subsites using a site template

Modern communication site

Modern team site

Team site as subsite

Start page

Hub Site

Getting started with Site settings

Basic modification in Site

Change the look

Modify Site Information

Selecting the Right Template

Modern Team Site

Communication site

Blog Site (Collaboration)

Developer Site (Collaboration)

Project Site (Collaboration)

Community Site (Collaboration)

Document Center Site (Enterprise)

eDiscovery center site (Enterprise)

Records Center Site (Enterprise)

Business Intelligence Center Site (Enterprise)

Compliance Policy Center Site (Enterprise)

Community Portal Site (Enterprise)

Visio Process Repository Site (Enterprise)

Publishing Site (Publishing)

Enterprise Wiki Site (Publishing)

Default SharePoint Online Templates

Conclusion

Points to remember

2. Library and List Smart Management

Structure

Objective

Default Site Contents and Site Features

Modern Team Site Contents

Modern Communication Site Contents

Blog Site Contents

Developer Site Contents

Project Site Contents

Community Site Contents

Document Center Site Contents

eDiscovery Center Contents

Record Center Site Contents

SharePoint Online Configuration Site Contents

Business Intelligence Center Site Contents

Compliance Policy Center Site Contents

Community Portal Site Contents

Visio Process Repository Contents

Publishing Portal Site Contents

Enterprise Wiki Site Contents

Creating a New Document Library

Creating New List

Upgraded new features for smart management

Modern Document Library Smart Features

Command Bar

New

Upload

Note:

Quick edit

Sync

Export to Excel

PowerApps

Automate

Switch view options

Filters pane

Details pane

Expand content

Add column simplified

Move to/Copy to option

Pin to top option

Saved for later

Check out/Check in multiple files

Submit for approval

Publish

Change the document file group

Hover card

Modern list smart features

Create new item

Request sign-off

Apps Management

Understand List and Library Settings is Must

General Settings

List name, description and navigation

Versioning settings

Advanced Settings

Validation Settings

Rating Settings

Audience Targeting

Form Settings

Permissions and Management

Delete this document library

Permissions for this document library

Manage files which have no checked in version

Workflow Settings

Enterprise Metadata and Keywords Settings

Communications

Columns

Create column

Add from existing site columns

Column ordering

Indexed columns

Views

Content Types

Enhanced Features in Quick Edit Mode

Conclusion

Points to Remember

3. Content Approval Concept

Structure

Objective

Content approval overview

Enable content approval process first

How Content Approval works

Approval Workflow in the content approval process

Activate a feature first

Create Approval Workflow

How the approval workflow works

Benefits of Approval Workflow

Approval flow using Power Automate

Conclusion

Points to Remember

4. Configure Information Management Policy

Structure

Objective

Activate Feature First

Apply Site Policies

Content Type Policy Templates Creation

Enable Retention

Enable Auditing

Enable Barcodes

Enable Labels

Applying Information Management Policy

Applying Policy in Content Types

Applying Policy in Library

Applying Policy in Folder

Applying Policy in List

Timer Job Action

Conclusion

Points to remember

5. Configure Document ID Service

Introduction

Structure

Objective

Activate feature first

Edit View to Add Column

Document ID settings configuration

Different testing scenarios

Move file to folder in the same library

Move the file to a different library in the same site collection

Move the file to a different site collection

Copy to folder or library

Copy to a different site collection

Find by Document ID Webpart

Document ID Value Document property

Conclusion

Points to remember

6. Document Sets Feature

Structure

Objective

Activate feature first

Creating a new content type of type document set

Creating site columns

Document set settings

Create a document library

Allow management of content types

Adding content type to the library

Change the default content type

Delete content type from the library

Creating a document set view

Create a modern document set

Conclusion

Points to remember

7. Content Organizer Feature

Structure

Objective

Activate feature first

Content organizer settings

Create a new site content type

Create a document library

Allow management of content types

Adding content type to the library

Content organizer rules

How do the content organizer rules work?

Conclusion

Points to remember

8. Manage Permission

Introduction

Structure

Objective

SharePoint groups by default

Permission levels

Read permission level

View only permission level

Edit permission level

Contribute permission level

Full control permission level

Design permission level

Approve permission level

Manage hierarchy permission level

Restricted read permission level

Restricted interfaces for translation permission level

Records center web service submitters permission level

Custom permission level

Access request settings

Site collection administrators

Check user permission

Remove user permission

Edit user permissions

Grant permissions

Create a group

Permission inheritance

Permission management modern experience

Invite people

Add members to the group

Share site only

Sharing options

Conclusion

Points to remember

9. Managed Metadata Concept

Structure

Objective

Term store administration

Creating a new group

Creating a term set

Creating a term

Reuse terms

Copy term set

Merge terms

Move term set

Creating a metadata column

Metadata column with submission policy closed

Metadata column with submission policy open

Creating local term set

Creating a global term set from the site collection

Metadata navigation settings

Activate feature first

Create metadata site columns

Create a site content type

Add columns to content type

Allow management of content types in the library

Add site content types to the library

Configure metadata navigation settings

Testing metadata navigation settings

Metadata navigation

Enable term set for site navigation

Set term driven pages

Configure site navigation settings

Conclusion

Points to remember

10. SharePoint Server Publishing Infrastructure Feature

Structure

Objective

Activate Feature First

Changes in Site Contents

Changes in Content Type

Changes in Site Column

Changes in Look and Feel

Changes in Page Layouts

Change in permission levels

Changes in Webparts

Change in Site Settings options

Conclusion

Points to remember

11. Application of Business Connectivity Services

Structure

Objective

Create an external content type

Application of external content type

Conclusion

Points to remember

12. Site Designing and Enhancement

Structure

Objective

Site page

Section layout

Add a new section

Edit section

Move section

Duplicate section

Delete section

Add a new webpart in column

Modern site webparts

Featured webparts

Text

Image

File viewer

Link

Embed

Highlighted content

Text, media, and content webparts

Bing Maps

Call to Action

Divider

Image Gallery

Office 365 Video

Spacer

Stream

Weather

YouTube

Kindle Instant Preview

Discovery

Document Library

Hero

List

List Properties

Page Properties

Quick Links

Recent Documents

Sites

Communication and collaboration

Conversations

Events

Group Calendar

Highlights

Microsoft Forms

News

People

Twitter

Planning and process

Planner

Business and Intelligence

Site Activity

Quick Chart

Power BI

Connectors

Google Analytics

Others

Button

Code Snippet

Countdown Timer

Markdown

World Clock

Saved For Later

Structural navigation caching

Hub site

Register as a hub site

Hub site association

Hub site settings

Application of WebParts in the hub site

Search in the hub site

Targeting news, files, and navigation

New Footer Navigation

Conclusion

Points to remember

13. Manage Site Usage

Structure

Objective

Site Usage

File Activity Report

Site Usage Report

Site Activity Webpart

Traditional Audit log reports

Storage Metrics

Conclusion

Points to remember