Course Description
This course will introduce the audience to SharePoint Online Administration in Office 365 and explain and demonstrate the configuration options for SharePoint Online. The course is appropriate for existing SharePoint on-premises administrators and new administrators to Office 365 who need to understand how to correctly setup SharePoint
Online for their company. The course will also help SharePoint on-premise administrators understand the differences between SharePoint on-premises and SharePoint Online.
Audience Profile
This course is designed for Administrators who need to setup, configure and manage SharePoint Online as part of their
Office 365 Administration.
Job role: Developer
Skills gained
Understand the architecture of SharePoint Online
Have knowledge of all the components in SharePoint Online
Have on hands on experience configuring the components of SharePoint Online
Have hands on experience configuring the options
Work with Site Collections and storage options
Manage user profiles and social profiling
Understand and configure data connections in SharePoint Online
Build a taxonomy structure
Understand and configure Search in SharePoint Online
Configure and deploy apps
Understand and define Enterprise content management and Security and Compliancy
Configure additional options and features in SharePoint Online such as Information Rights Management
Module 1: Introduction to Office 365 and SharePoint Online
This first module will take you on a tour of Office 365 and SharePoint Online and ensure you are familiar with all the components that will be covered in later modules. You will understand the way identity management works in Office
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365 and also the tools required to manage the environment. You will also learn about the options for migrating to
SharePoint Online and building hybrid scenarios.
Lessons
Introduction to the Office 365 Administration Center
Configure Reporting
Accessing SharePoint management tools
Accessing security and compliancy
Managing Office 365 and SharePoint Online with PowerShell
Comparing On Premises SharePoint with SharePoint Online
User identity in Office 365 and SharePoint Online
Manging user domains
Building Hybrid scenarios
OneDrive and Sites redirection
Yammer redirection
Understand hybrid search
Hybrid business data connectivity
Hybrid taxonomy
Lab : Configuring the Office 365 environment
Create a new Outlook.com account
Create a new Office 365 Trial
Install Azure Active Directory PowerShell
Install SharePoint Online Management Shell
Create test users
Install Office 2016 on to your client
After completing this module, students will be able to:
Describe the key components of SharePoint Online
Navigate Office 365 and SharePoint admin centers
Understand identity management
Understand how to manage the environment in PowerShell
Understand hybrid scenarios
Module 2: Working with Site Collections
This module with help you to understand the topology of site collections and how to create and manage them. You will learn how to define delegated control and administration plus configure storage options and quotas for different
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site collections. You will learn how to configure external access to your content and sharing with external identities and finally how to delete and recover site site collections including PowerShell management.
Lessons
Introduction to classic and modern admin centers
Creating Site Collections
Defining ownership and security for site collections
Configuring Storage
Configure External Access to site collections
Recovering site collections
Configure external sharing
Managing site collections with PowerShell
Lab : Managing Site Collections
Create a new site collection using the UI
Create a new Modern site collection
Create a new site collection using PowerShell
Configure Storage Quotas
Configure external sharing
Restore a site collection
Create a site and deploy content for later labs
After completing this module, students will be able to:
Understand Site Collections
Manage and delegate site collections
Configure external sharing
Delete and Restore site collections
Manage site collections with PowerShell
Module 3: Managing User Profiles
User Profiles are a key part of any social and collaboration platform and in this module you will learn how to manage the user profile options in SharePoint Online including the building of custom profile properties. You will also learn how to create and configure audiences for targeted content and then use the audiences for personal site redirection.
Finally you will learn how to configure the search options and cleanup jobs for the profile service.
Lessons
Overview of the profile service
Defining profile properties
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Map profile properties to a term store
Creating custom profile properties
Managing audiences
Creating audiences
Managing user profile policies
Configure trusted my site host locations
Configure preferred search center locations
Defining read access permission levels
Configuring newsfeed options
Setup email notifications
Configure my site cleanup
Lab : Managing the User Profile service
Create a new custom user profile property
Create a custom property mapped to a metadata term
Create an Audience using profile propertiies and target content
Configure My Site cleanup accounts
After completing this module, students will be able to:
Understand the profile service in SharePoint Online
Create a custom property mapped to a detadata term
Define profile policies and security control
Create and manage audiences
Define management of my sites when a users my site is deleted
Module 4: Working with Data Connections
This module focuses on building and configuring data connections and the challenge of SharePoint of displaying data that resides in other data sources and then displaying that data in SharePoint sites. You will learn how to leverage
PowerApps for forms development and flow to build business process along with Power Bi to display data. The business connectivity service is designed to allow data connections to be defined in order to display data from other locations such as Azure SQL and then allow users to add data web parts without the need to understand data connection configuration. You will also learn the importance of using the secure store service along side business data connections to define data access to remote data storage using single sign on.
Lessons
Introduction to Data Connections
Overview of PowerApps, Flow and PowerBi
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Overview of the business connectivity service
Introduction to BDC definition files
Creating BDC definition files
Introduction to the secure store service
Configuring the secure store service
Creating secure store target application settings
Configure connections to cloud services
Configure connections to on-premises services
Tools to build data connections
Creating external content types
Building external lists using external data
Lab : Managing the business data connectivity service
Create a new PowerApps form
Create a new Flow
Create a new secure store application
Create a new BCS BDC connection
Create an external content type
Create a new external list to leverage the external data
After completing this module, students will be able to:
Describe the key features of data connection options in SharePoint Online
Learn about using PowerApps, Flow and Power Bi
An Overview of the business connectivity services
Introduction to the Secure Store Service
Understand the architecture of BCS and Secure store
Learn how to build XML definition files for use in the BCS service
Configure Single sign on credentials to external data sources
Build external content types
Create external lists
Module 5: Managing the Term store
The term store is a key component of Enterprise Content Management and findability and this module will cover the creation of a term store through to building term sets and applying them to content. Terms can also be part of a social profile structure as well and you will learn how to inject terms through the UI and via PowerShell.
Lessons
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Overview of the term store
Understanding terms and life cycle management
Creating term groups
Creating the term store
Creating Term Sets in the UI
Creating Term Sets via importing via a CSV
Creating terms in the UI
Creating terms via PowerShell and CSOM
Manage terms with synonyms and pinning
Configure delegated administration
Lab : Creating and Managing the Term Store
Create a Term Group and Term Set
Manage Terms with PowerShell and CSOM
Manage Terms with synonyms and pinning
Configure delegated administration
After completing this module, students will be able to:
Understand the value of the term store in SharePoint data and lifecycle management
Use terms to enable better search and findability
Build term stores and terms
Manage terms through synonyms and pinning
Create terms via PowerShell
Delegate administration rights
Add terms to content and profiles
Module 6: Configuring Search
Search is one of the most important tools available to a user in SharePoint as it enables data to be found and targeted in various ways. This module will show what options are available to extend the search service with powerful search optimization tools such as result sources and managed properties to enable search web parts to be used as part of a targeted content deployment. You will also learn about exporting the search configuration and importing it to other site collections or even other tenants.
Lessons
An Introduction to the search service
Classic versus Modern search experience
Understanding Managed Properties
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Create Managed Properties
Manage Authoritative pages
Understand Result sources
Create and configure result sources
Understand Query rules
Promoting results through query rules
Remove search results from the index
Exporting search configurations
Importing search configurations
Lab : Managing and configuring the Search Service
Create a query in modern and classic
Create a new result source
Export the search configuration
After completing this module, students will be able to:
Understand the search service for classic and modern templates
Configure managed properties and extend the search schema
Define Authoritative pages
Understand result sources
Configure new result sources
Apply result sources to search queries
Understand query rules
Promote results through query rules
Removing search results from the index
Export search configurations
Import Search configurations
Module 7: Configuring Apps
This module will focus on the configuration and deployment of the application management service in SharePoint
Online. Apps are a great way to add features and functionality to SharePoint and Apps can be deployed in several ways into SharePoint Online including via the store and via the Application catalog. You will learn how to configure apps from both environments as well as deploying a full commercial app from a 3rd party.
Lessons
An Introduction to Apps
Understanding the App Catalog
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Building the App catalog
Adding Apps to the catalog
Add Apps to your SharePoint sites
Adding Apps via the marketplace store
Manage App licensing
Configure store access settings
Monitoring app usage
Lab : Configuring Apps
Create and configure an app catalog
Add an Office 365 store app
Add an app via the app catalog
Add an Azure app
Monitor and Manage app usage
After completing this module, students will be able to:
Understand how apps work in SharePoint Online
Learn the differences between store apps and catalog apps
Build the app catalog site collection
Deploy apps to the catalog
Add apps to SharePoint sites
Understand the difference between Azure Apps and SharePoint apps
Deploy an Azure app
Understand licensing
Configure access to the online store marketplace
Monitoring and managing app usage
Module 8: Enterprise Content Management in SharePoint Online
Enterprise Content Management (ECM) deals with the control and management of data as it is created and stored in
SharePoint Online. In this module you will learn about lifecycle management, document management and data loss prevention capabilities, eDiscovery and classification and data governance in SharePoint Online. You will learn how to build various components to help manage ECM such as records centers, policy centers and configure policies in the security and compliancy center to configure eDiscovery, labels and data loss prevention.
Lessons
An Introduction to ECM in SharePoint Online
Components of ECM
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Office 365 versus classic compliancy
Understanding In-Place records management
Configure In-Place records management
Understanding the records center
Build and configure a records center
Understanding the compliancy policy center
Build a compliancy policy center and configure policies
Discover the security and compliancy center
Configure an eDiscovery center
Build an eDiscovery case
Understand data loss prevention
Build a data loss prevention policy and query
Working with classification and data governance
Lab : Configuring ECM in SharePoint Online
Configure In-Place Records Management
Create a Records Center
Create an eDiscovery case
Configure DLP
After completing this module, students will be able to:
Understand the components of ECM in SharePoint Online
Configure In-Place records management
Build a records center
Send data to a records center based on property values
Discover the security and compliancy center
Build eDiscovery cases
Discover data based on compliancy requirements
Understand Data Loss Prevention (DLP)
Understand governance and data labels
Build DLP queries and policies
Module 9: Manage options for SharePoint Online
There are several additional options available for SharePoint Online that are not configured in a specific category. This module will cover the configuration and options available in SharePoint and Office 365 for these components. Specific components can include options like OneDrive management and site classification options through to the enabling
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and configuration of Information Rights Management that allows additional security options on items in SharePoint.
Finally you will understand the difference and reasons for using early release feature options for Office 365 which can affect SharePoint features to your users.
Lessons
Configure OneDrive features
Configure use of Yammer or Newsfeeds
Understand Information Rights Management
Configure Information Rights Management
Define site classification options
Understand early release options for Office 365
Configure Early release options for your Office 365 tenant
Manage Access Control
Lab : Configure Options for SharePoint Online
Configure OneDrive options
Define Site creation options
Configure Information Rights Management
After completing this module, students will be able to:
Understand the options available for SharePoint Online in Office 365
Configure feature options for OneDrive
Understand the differences between Yammer and Newsfeed options
Understand Information Rights Management (IRM)
Configure Information Rights Management
Enable IRM on SharePoint libraries
Apply IRM policies to items in SharePoint
Define site classification options
Understand the option for enabling early release features
Enable early release features
Understand Access control options.
Programme scope, delivery arrangements and suitability are confirmed during enquiry.