Course 55238-B: SharePoint Online for Administrators

Microsoft

Course 55238-B: SharePoint Online for Administrators

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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.

Prerequisites

Course outline

Module 1: Introduction to Office 365 and SharePoint Online

Module Overview

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 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 Sessions

Configuring the Office 365 environment

Lab Lessons

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

Module Overview

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 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 Sessions

Managing Site Collections

Lab Lessons

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

Module Overview

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
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 Sessions

Managing the User Profile service

Lab Lessons

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

Module Overview

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
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 Sessions

Managing the business data connectivity service

Lab Lessons

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

Module Overview

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

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 Sessions

Creating and Managing the Term Store

Lab Lessons

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

Module Overview

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
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 Sessions

Managing and configuring the Search Service

Lab Lessons

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

Module Overview

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
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 Sessions

Configuring Apps

Lab Lessons

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

Module Overview

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
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 Sessions

Configuring ECM in SharePoint Online

Lab Lessons

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

Module Overview

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 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 Sessions

Configure Options for SharePoint Online

Lab Lessons

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.

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