This one-day course examines how to plan, configure, and manage Enterprise Content Management (ECM) and Records Management in a Microsoft SharePoint Server 2013 or SharePoint Online environment. It also introduces Governance in SharePoint 2013, and how to plan and create appropriate policies for SharePoint sites.
- Configuring Search for an Enterprise Environment
- Configuring the Search Experience
- Optimising Search
- Planning a Search Solution
- Configuring a Thesaurus
- Configuring Entity Extractors and Refiners
- Configuring Query Spelling Correction
- Configuring Company Name Extraction
- Planning Content Management
- Planning and Configuring eDiscovery
- Planning Records Management
- Creating and Configuring an eDiscovery Centre
- Discovering and Preserving Content
- Querying and Exporting Content
- Configuring In-Place Records Management
- Introduction to Governance Planning
- Key elements of a Governance Plan
- Planning for Governance in SharePoint Server 2013
- Implementing Governance in SharePoint 2013
- Creating a Governance Plan
- Creating and Publishing Site Policies
- Enabling and Managing Self-Service Site Creation
This course is targeted at experienced Content Managers, Records Managers, Business Analysts, System Analyst and IT Professionals interested in using SharePoint for ECM and Records Management, in either the data centre or cloud. The training is also helpful for existing SharePoint 2010 customers who need to understand some major improvements in these areas from SharePoint 2010 to SharePoint 2013.
Before attending this course, students must have completed SharePoint 2013 End-User Training: Site Owner, or have equivalent knowledge.
After completing this course, students will be able to:
- Plan a search solution
- Configure a Thesaurus
- Configure Entity Extractors and Refiners
- Configure Query Spelling Correction
- Configure Company Name Extraction
- Create and Configure an eDiscovery Centre
- Discover and preserve content
- Query and export content
- Configure In-Place Records Management
- Create a Governance Plan
- Create and Publish site policies
- Enable and Manage Self-Service Site Creation
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