SharePoint Online Power User Playbook by Deviprasad Panda -- Read -- Imperial Library of Trantor

Index

Cover Page Title Page Copyright Page Dedication About the Author Acknowledgements Preface 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