This book is a one-stop guide for everyone who wants to learn how to administer SharePoint online sites. This book starts by covering the fundamentals of SharePoint and SharePoint Content and then shares an overview of the next-generation SharePoint Site templates. You will learn how to select the right template for your business. You will get familiar with Site contents and all the upgraded features of lists and libraries. Furthermore, the book focuses on features such as Information Management Policy, Permissions, Content Approval Concept, Document ID Service, Managing metadata, and Server Publishing. You will also get familiar with section layouts and terminologies and will learn how to configure webparts in SharePoint online. You will then come across the new features in the structural navigation cache and will understand the entire working of the hub site. Towards the end, you will organize and monitor site content and usage.
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
This book is a one-stop guide for everyone who wants to learn how to administer SharePoint online sites. This book starts by covering the fundamentals of SharePoint and SharePoint Content and then shares an overview of the next-generation SharePoint Site templates. You will learn how to select the right template for your business. You will get familiar with Site contents and all the upgraded features of lists and libraries. Furthermore, the book focuses on features such as Information Management Policy, Permissions, Content Approval Concept, Document ID Service, Managing metadata, and Server Publishing. You will also get familiar with section layouts and terminologies and will learn how to configure webparts in SharePoint online. You will then come across the new features in the structural navigation cache and will understand the entire working of the hub site. Towards the end, you will organize and monitor site content and usage.
Table of contents
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
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