
SharePoint Online Management and Administration Courseware (55370AC)
This four-day course covers the usage, configuration, and management of Office 365 and SharePoint Online.
The course begins with an introduction to Office 365, providing an overview of its core services and highlighting how to access the Office 365 administration portals. Students explore the process of setting up an Office 365 tenant for personal development purposes, while also being acquainted with SharePoint Online. The course demonstrates how to manage SharePoint Online using PowerShell, and prepares students to navigate Office 365 and SharePoint administration portals efficiently, create cloud only user accounts, and install PowerShell modules to connect with Office 365.
Next, the course guides students through configuring SharePoint policies settings. This involves understanding how to control external access, sharing, access controls, and setting up SharePoint and OneDrive defaults. Students learn to manage sharing policies in SharePoint Online and adjust SharePoint and OneDrive settings, ultimately gaining proficiency in planning and configuring external sharing in Office 365 and SharePoint access controls.
The course then transitions to working with site collections, a crucial component of SharePoint. Students learn how to create, manage, and configure site collections, delete and restore them, as well as control external sharing at the site collection level. The concept of Hub Sites is introduced, and its usage and deletion processes are explained.
Module 4 focuses on customizing individual sites, managing site navigation, and creating and customizing apps including columns and views. In addition, students learn how to manage site permissions and create and manage pages, including news pages.
The relationship between SharePoint and Microsoft Teams forms the next part of the course. The role of the SharePoint Administrator in managing Microsoft Teams, and how SharePoint provides the file experience in Microsoft Teams is elucidated. Students learn to manage SharePoint sites and site collections associated with Microsoft Teams.
The course introduces Viva Connections in the subsequent module, discussing how to extend the SharePoint Intranet into Microsoft Teams. Students gain insights into configuring Viva Connections, customizing the user experience in Viva Connections, and deploying the Viva Connections App.
User profiles management forms a part of the course, with the focus on managing user profiles from the SharePoint Admin Center. Students learn how to customize user profile fields and update a profile using Delve.
Next, students delve into managed metadata and content types, with the course highlighting how to use the Term Store to create and manage taxonomy, deploy managed metadata in SharePoint sites, create content types to deploy templates for items lists & libraries.
The final part of the course introduces Microsoft Search, Viva Topics and the security and compliance features in Office 365. Students learn about the Office 365 compliance portal and compliance score, plan and configure retention labels and policies, configure data loss prevention policies, create and assign sensitivity labels, and plan and configure Multi Factor Authentication.
The course concludes by looking at techniques for troubleshooting SharePoint Online and monitoring Office 365 Service Health. Students learn to troubleshoot Office 365 connectivity and service issues, with the course providing insights into reporting and monitoring tools and features available.
Benefits
- Understanding what Office 365 and SharePoint Online is.
- How to configure SharePoint Policies Settings
- How to work with Site Collections
- How to work with Sites
- How SharePoint online integrates with Microsoft Teams.
- Understand Viva Connections
- Work with User Profiles
- Create Managed Metadata and Content Types
- Implement and manage Microsoft Search
- Understand Viva Topics
- Implement Security and Compliance in Office 365
- Troubleshooting SharePoint Online
Outline
Module 1: Introduction to Office 365 and SharePoint Online
In this module, you will set up an Office 365 tenant for personal development purposes. This module covers the foundational topics upon which the course is based including an overview of the core services of Office 365 and how to access the Office 365 administration portals.
Lessons
- Create an Office 365 Tenant for Personal Skills Development
- Overview of Office 365
- Overview of SharePoint Online
- Accessing Administration Portals in Office 365
- Managing SharePoint Online with PowerShell
Lab 1: Provisioning Office 365
- Configure an Office 365 Developer Tenant
- Configure PowerShell for Office 365 and SharePoint Online
- Create Test Users
- Create SharePoint Site
- Describe the features and benefits of Office 365
- Provision a New Tenant
- Create Cloud Only User Accounts
- Navigate Office 365 and SharePoint Administration Portals
- Install PowerShell Modules and Connect to Office 365
Module 2: Configuring SharePoint Policies Settings
This module looks at SharePoint Policies and settings to control external access and sharing, access controls, as well as SharePoint and OneDrive defaults.
Lessons
- External Access in Office 365
- SharePoint Access Controls
- SharePoint Settings
- OneDrive Settings
Lab 1: Configuring External Access for Office 365
- Configure Azure AD External Access Settings
- Configure Microsoft 365 External Access Settings
- Configure SharePoint Sharing Policies
Lab 2: Configuring SharePoint and OneDrive Settings
- Configure SharePoint Settings
- Configure OneDrive Settings
- Plan and Configure External Sharing in Office 365
- Manage Sharing Policies in SharePoint Online
- Configure SharePoint and OneDrive Settings
- Configure SharePoint Access Controls
Module 3: Working with Site Collections
This module describes the SharePoint architecture of sites and site collections including how to create and manage them. You will learn how to configure settings and external sharing on a site collection basis.
Lessons
- Creating Site Collections
- Using with Site Templates
- Define Site Collection Administrators and Site Owners
- Configure External Sharing Settings at Site Collection Level
- Delete and Restore Site Collections
- Working with Hub Sites
- Managing Site Collections with PowerShell
Lab 1: Creating and Managing Site Collections
- Create Site Collections
- Configure Site Collections
- Delete and Restore Site Collections
Lab 2: Working with Hub Sites
- Declare a Hub Site
- Associate with a Hub Site
- Delete a Hub Site
- Create and Manage Site Collections
- Control External Sharing at Site Collection Level
- Declare, Use and Delete Hub Sites
- Delete and Restore Sites
Module 4: Working with Sites
In this module, you will learn how to customise individual sites, managing site navigation, creating and customising apps including columns and views as well as creating and managing pages including news pages. Also included in this module is granting access to the site and managing site permissions.
Lessons
- Apps, Lists and Libraries
- Pages and News
- Site Permissions
- Navigation
Lab 1: Customize a Team Site
- Create and Customise Apps
- Working with Pages
- Manage Site Navigation
- Manage Site Permissions
Lab 2: Customize a Communication Site
- Create and Customise Apps
- Working with Pages
- Manage Site Navigation
- Manage Site Permissions
- Add Apps to a Site
- Customise Apps including Columns and Views
- Manage Site Permissions
- Customise Site Navigation
Module 5: SharePoint and Microsoft Teams
This module considers the relationship between SharePoint and Microsoft Teams, including the role of the SharePoint Administrator in managing Microsoft Teams. You will learn how SharePoint provides the files experience in Microsoft Teams.
Lessons
- What is Microsoft Teams
- How Microsoft Teams integrates with SharePoint Online
- Permissions with Microsoft Teams
- Private and Shared Channels
Lab 1: Planning and Managing SharePoint for Microsoft Teams
- Navigate between Teams and SharePoint
- Managing SharePoint Site Permissions in a Teams site
- Managing Teams Site Collections
- Manage SharePoint Sites Associated with Microsoft Teams
- Manage SharePoint Site Collections Associated with Microsoft Teams
Module 6: Viva Connections
This module introduces Viva Connections to extend the SharePoint Intranet into Microsoft Teams. You will learn how to configure Vivia Connections and customise the user experience in Viva Connections.
Lessons
- Home Site
- Global Navigation
- Viva Connections Dashboard
- Adaptive Cards
- Deploy the Viva Connections App
Lab 1: Deploying Viva Connections
- Configure Viva Connections
- Customise the Home Site
- Deploy Viva Connections App
- Configure SharePoint Intranet for Viva Connections
- Customise Viva Connections Home Site and Dashboard
- Deploy Viva Connections App
Module 7: User Profiles
In this module, you will learn how to manage user profiles from SharePoint Admin Center and how these profiles relate to the Microsoft 365 user profile.
Lessons
- User Profiles in SharePoint Online
- Using Delve to customise a profile
Lab 1: Managing User Profiles
- Customise User Profile Fields
- Update a Profile using Delve
- Create and Customise User Profile Fields
- Update a Profile using Delve
Module 8: Managed Metadata and Content Types
In this module, you will learn how to use the Term Store to create and manage taxonomy and deploy managed metadata in SharePoint sites. You will also learn how to create content types to deploy templates for items lists & libraries.
Lessons
- Site Columns
- Using the Term Store
- Managed Metadata Columns
- Site Content Types and Tenant Content Types
- Content Types for Lists
- Content Types for Libraries
Lab 1: Using Managed Metadata and Content Types
- Create Site Columns
- Customise Taxonomy in the Term Store
- Create and Use Managed Metadata Columns
- Create and Deploy Content Types
- Create and Use Site Columns
- Customise and Deploy Managed Metadata
- Create and Use Content Types with Lists and Libraries
Module 9: Microsoft Search
This this module, you will learn how to deploy, use and customise Microsoft Search including integration with Bing Search.
Lessons
- What is Microsoft Search
- Configure Integrations
- Configure Answers
- Review Insights and Usage Statistics
Lab 1: Working with Microsoft Search
- Configure Integrations
- Create Custom Answers
- Review Usage Statistics
- Configure Microsoft Search Integrations with Bing and Office 365 Features
- Create Custom Answers
Module 10: Viva Topics
In this module, you will learn how to deploy, use and customise Viva Topics including integration with Managed Metadata.
Lessons
- What is Viva Topics
- Configure Viva Topics
- Manage Topics and Topic Pages
- Integrate with Managed Metadata
Lab 1: Working with Viva Topics
- Deploy Viva Topics
- Manage Topics Pages
- Create Topics from Managed Metadata
- Configure and Deploy Viva Topics
- Create and Manage Topic Pages
- Create Topics from SharePoint Taxonomy
Module 11: Security and Compliance in Office 365
This module introduces the Security and Compliance features in Office 365. Whilst Microsoft 365 plans includes extended security and compliance features, this module will focus on those products available in the core plans without the extended licensing.
Lessons
- Overview of Security and Compliance Features in Office 365
- Extending Security and compliance Features with Additional Licences
- Using the Microsoft Defender Portal and Secure Score
- Using the Office 365 Compliance Portal and Compliance Score
- Plan and Configure Retention Labels and Policies
- Plan and Configure Data Loss Prevention Policies
- Create and Assign Sensitivity Labels
- Configure Safe Attachments and Safe Links Policies
- Plan and Configure Multi Factor Authentication
Lab 1: Configure Security and Compliance in Office 365
- Review Secure Score
- Configure Threat Protection
- Configure Sensitivity Labels
- Configure Retention for Microsoft Teams
- Configure Multi Factor Authentication
- Describe the Security and Compliance Features in Office 365
- Review Licence Requirements for Security and Compliance Features in Microsoft 365
- Configure Information Protection in Office 365
- Configure Information Governance in Office 365
Module 12: Troubleshooting SharePoint Online
This module looks at techniques for troubleshooting issues with SharePoint Online. You will also learn about the reporting and monitoring tools and features available.
Lessons
- Monitor Office 365 Service Health
- Troubleshoot Office 365 Connectivity and Service Issues
- Troubleshooting SharePoint Online
- Reporting and Monitoring SharePoint Online Usage
Lab 1: Troubleshoot SharePoint Online
- Troubleshoot SharePoint Online
- Monitor Office 365 Service Health
- Troubleshoot Office 365 Connectivity and Service Issues
Required Prerequisites
- A overview and general knowledge of Office 365 and SharePoint is beneficial prior to attending this course.
License
Length: 4
days | $172.00 per copy
Labs providers: go deploy
*When labs are available, they must be purchased from the lab provider.