This five-day instructor-led will provide delegates with knowledge and skills to design, deploy and manage a Sharepoint Online architecture using best practice principals.

The primary audience is IT professionals with experience of Office 365, who want to learn best practice design, deployment, configuration and administration of SharePoint Online.

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  • Basic understanding of 'cloud' concepts
  • Experience with Office 365 core components such as user IDs
  • Familiarity with SharePoint use either Office 365 or on premise. Delegates should have knowledge and experience of basic SharePoint concepts such as sites, pages, lists, libraries, basic features and have the skills to navigate through a basic site interface. Delegates can gain this knowledge by attending QA's 'Microsoft SharePoint Online Essentials' course.
  • Experience with PowerShell
  • Experience with traditional collaboration methods such as email and file sharing
Whilst this is not a powershell course, as powershell is one of the core administrative tools within Microsoft 365 products - there will be powershell steps referenced within the course and used in the labs. Where powershell is used in the labs Students can either copy and paste the instructions, or in most exercises use a GUI alternative method (though sometimes a GUI alternative is not available). A high level understanding of what powershell is would be very beneficial, but not absolutely essential for this course.
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Learning Outcomes

  • Thorough knowledge of the components of Sharepoint Online including comparison of modern and classic sites and related functionality
  • Sharepoint Online Administration via GUI, Sharepoint Online Powershell and PNP Powershell
  • Technical Guidance for designing and deploying best practice Information architecture site hierarchies, scalable navigation structures and company taxonomies.
  • Thorough understanding of Modern Team & Communication Sites vs Classic sites and available PnP modernization tools and guidance.
  • Available permission models, and best practice security
  • Internal and external sharing features and administration
  • Modern team management including controlling site creation, limiting or blocking guest access via Office 365 Group and Office 365 Teams management
  • ECM design and deployment including content types, document sets, content organizer and document ID’s
  • Office 365 records management for Sharepoint Online
  • Sensitivity labels for encryption, classification and visual marking
  • Sensitivity labels for Sharepoint Online sites
  • Sharepoint Online Apps concepts, deployment and management
  • Sharepoint Online Social features including bulk profile photo management and Delve concepts, best practice and configuration
  • Sharepoint Online and Office 365 Search concepts and best practice configuration including Search Schema management and Modern Search administration
  • Sharepoint Online Migration tools and best practice
  • Sharepoint Online Monitoring and Reporting for both auditing, compliance and user adoption assessment
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Course Outline

Module 1 Sharepoint Online Introduction

  • SharePoint Online Features
  • SharePoint Components
  • Intelligent Intranet
  • Delve
  • Microsoft 365 RoadMap
  • Sharepoint “What's New” Site
  • Sharepoint Intrazone
  • Sharepoint PitStop - Monthly
  • Modern Site Mobile Views
  • SharePoint Online Admin Centres
  • SharePoint Online Management Shell
  • Using Windows PowerShell to manage SharePoint Online
  • PnP PowerShell
  • PnP Solutions
  • Microsoft Github – SharePoint
  • Lab 1.1 Sign up to an Office 365 E3 trial and create sample users
  • Lab 1.2 Sharepoint Online Management Shell and PNP Powershell

Module 2 Sharepoint Online Sites and Navigation

  • Creating and Managing Sites
  • SharePoint Sites
  • SharePoint Site Pages
  • SharePoint Page Types
  • Web Part Pages
  • Wiki Pages
  • Publishing Pages
  • Modern Pages AKA Site Pages
  • Sharepoint Multilingual Pages
  • Page Recommendations
  • PnP Provisioning Service and Design Guidance
  • Allow or block modern site page creation by end users
  • Classic SharePoint Page Branding
  • Modern Page Branding
  • Modern Page Comments
  • Defining Site Collection Creation Options for End Users
  • Controlling Sub Site Creation
  • Sharepoint Site Designs and Scripts
  • SharePoint Site Content
  • Microsoft Lists
  • Sharepoint Spaces
  • Site Functionality
  • Classic Sites vs. Modern Sites
  • Classic Sites
  • Modern Sites
  • Modern Team Sites
  • Classic and Modern Site “Groupification”
  • Office 365 Groups
  • Modern Team Site Creation
  • Modern Communication Sites
  • Enable the communication site experience on classic team sites
  • Programmatically creating Modern Team or Communication Sites
  • Modern Site Considerations
  • Sharepoint Home Sites
  • Listing Modern Sites
  • SharePoint Modern Site Classifications
  • PNP Starter Kit V.2
  • PNP Modernization Tools and Guidance
  • Automatic Classic Site Modernization
  • Sharepoint Online Site Swap
  • Site URL Renaming
  • PnP Provisioning Engine
  • When to create a new site
  • Site Collections
  • Site Settings Inheritance
  • Default Modern Site Collection
  • Site Collection Administrators
  • Site Collection Administrator Capabilities
  • Site Collection Quotas
  • Deleting and restoring Site Collections
  • Deleting and restoring Classic site collections and Modern Communication Sites
  • Deleting and restoring Modern Team Sites
  • Alternative ways to delete a Modern Team Site
  • To restore a Modern Team Site
  • Deciding between a Single Site Collection vs Multiple Site Collections
  • Site Architecture and Navigation Relationship
  • Single Site Collections vs Multiple Site Collections
  • Lab 2.1 Creating Classic and Modern Site Collections
  • Lab 2.2 Office 365 Groups and Teams Management
  • Site Navigation
  • Classic vs. Modern Navigation
  • Classic Site Navigation
  • Structural Navigation
  • Structural Navigation Features
  • Managed Navigation
  • Configuring Managed Navigation Term Sets and Terms
  • Managed Metadata Navigation Configuration
  • Pinned Navigation
  • Lab 2.3 Managing Sharepoint Online Navigation
  • Search Driven Navigation
  • Search Web Parts vs Content Query Web Parts
  • Comparing Classic Site Navigation Options
  • Lab 2.4 Search Driven Navigation
  • Classic Sites with Modern Pages Navigation
  • Modern Team Site Navigation
  • Modern Communication Site Navigation
  • Cascading vs Mega Menu Navigation
  • Sharepoint App Bar and Global Navigation
  • Modern Site Navigation Updates and Documentation
  • Hub Sites
  • Hub Site Benefits
  • Configuring Hub Sites
  • Associating Sites to a Hub Site
  • Hub Site Approval Flow (PowerAutomate)
  • Hub Site Features
  • Hub Site Limitations
  • Lab 2.5 Configuring Hub Sites

Module 3 Sharepoint Online Content Management

  • Columns and Content Types
  • Columns
  • Sorting by a column
  • Filtering via a column
  • Creating a view via metadata (in below screenshot a grouped view)
  • Searching using metadata
  • Adding Metadata
  • Content Types
  • Adding Content Types
  • Enabling Site Level Content Types
  • Modern UI Content Type gotcha
  • Custom content types
  • Content Type Settings
  • Content Type Metadata
  • Publishing Content Types via Content Type Hub
  • Lab 3.1 Sharepoint Online Content Types
  • Sharepoint Syntex
  • Form Processing vs Content Understanding
  • Sharepoint Syntex Classifiers
  • Sharepoint Syntex Extractors
  • Syntex and Retention Labels
  • Syntex Form Processing Models
  • Sharepoint Syntex Model Analytics
  • Lab 3.2 – Configuring Sharepoint Syntex (Preview)
  • Document Library File Template Management
  • Document Sets
  • Enable the Document Set Feature
  • Adding a Document Set Content Type to a library
  • Document Set Settings
  • Document Set Content Types
  • Document IDs AKA Durable Links
  • Ways to View and Utilize Document IDs
  • Document ID in Documents
  • Classic Only - Find By Document ID Web Part
  • Document ID Search
  • Sharepoint Online Managed Metadata
  • Term Groups Term Sets and Terms
  • Term Store Groups and Permissions
  • Using Managed Metadata
  • Folders vs. Metadata
  • Using Folders and Metadata Together
  • Term Driven Navigation – Classic Only
  • Configuring Term Driven Navigation
  • Lab 3.3 Sharepoint Term Driven Navigation – Classic Only

Module 4

  • Introduction
  • SharePoint Online Records Management
  • Planning for Records Management
  • eDiscovery Holds
  • Retention Policies
  • Office 365 Retention Labels
  • Records Overview
  • Microsoft 365 Retention Label Record Features
  • Locking and unlocking a record
  • Searching the audit log for record locking/unlocking events
  • Microsoft 365 Retention Label administration
  • Auto-applying a Retention Label
  • Alternative methods to auto apply retention labels
  • Sharepoint – Library or folder default label
  • Sharepoint – Syntex
  • Outlook – Inbox Rules
  • Single Retention Label per Item
  • Record Retention Labels
  • Retention Label Creation
  • Event Driven Retention
  • Disposition Reviews
  • Retention Label Review & Finish
  • Record Retention Label File Plan Descriptors
  • Records vs Regulatory Records
  • Label Publishing and Label Policies
  • Adaptive Scopes
  • Static Scopes
  • Retention Label policies and locations
  • Monitoring Retention Labels
  • Retention Policy and Label Auditing
  • Retention label PowerShell
  • Lab 4.1 Office 365 Retention Labels
  • Classic SharePoint Online Records Management Legacy – Optional.
  • In Place Records Management
  • Site Collection in place records settings
  • SharePoint Records Center
  • Common Records Center Management Tasks
Module 5 Sharepoint Online Security
  • SharePoint Online Permissions
  • Classic vs Modern Site Permission Management
  • Sharepoint Modern Team Sites
  • Access Requests
  • Member Sharing options
  • Permission levels
  • Bespoke Permission Levels
  • Granting Explicit Permissions
  • SharePoint Groups
  • Sharepoint Group Best Practice
  • Recommended Sharepoint Online Group Model
  • Special SharePoint Groups
  • Permission Inheritance
  • Breaking Inheritance
  • Granting Permissions
  • Checking Permission
  • “Sharing” SharePoint Items
  • Sharing a Site
  • Sharing a Document Library/List
  • Sharing a Folder or Items
  • Modern UI folder or item sharing
  • Modifying and Removing Permissions
  • Sharepoint Online Permissions via PowerShell
  • Sharepoint Online Permissions Best Practice
  • Lab 5.1 SharePoint Online Permissions
  • Conditional Access
  • Lab 5.2 Conditional Access
  • Module 6 Sharepoint Online External Sharing
  • SharePoint External Sharing
  • Authenticated External User sharing
  • Authenticated External User Link Management
  • Anonymous Access Links
  • Modern Team Sites Guest Access
  • Office 365 Group external access administration
  • Controlling Guest Access to Office 365 Groups
  • Determining Guest Access for Office 365 Groups
  • Blocking Guest access for a speicific Office 365 Group
  • Allow/Block 365 Group Access per domain
  • Sharepoint Online External sharing administration
  • Tenant Level External Sharing Administration
  • Advanced settings for external sharing
  • File and Folder Links
  • Show to owners the names of people who viewed their files
  • Classic Sharing Settings
  • Site Collection External Sharing Options
  • Powershell External Sharing
  • Sharepoint Online External Sharing Alerts, Auditing and Reporting
  • Lab 6.1 SharePoint External Sharing

Module 6 Sharepoint Online External Sharing

  • SharePoint External Sharing
  • Authenticated External User sharing
  • Authenticated External User Link Management
  • Anonymous Access Links
  • Modern Team Sites Guest Access
  • Office 365 Group external access administration
  • Controlling Guest Access to Office 365 Groups
  • Determining Guest Access for Office 365 Groups
  • Blocking Guest access for a speicific Office 365 Group
  • Allow/Block 365 Group Access per domain
  • Lab 6.1 Managing Office 365 Groups
  • Sharepoint Online External sharing administration
  • Tenant Level External Sharing Administration
  • Advanced settings for external sharing
  • File and Folder Links
  • Classic Sharing Settings
  • Site Collection External Sharing Options
  • Powershell External Sharing
  • Sharepoint Online External Sharing Alerts, Auditing and Reporting
  • Lab 6.2 SharePoint External Sharing

Module 7 SharePoint Online Content Protection

  • Sensitivity Labels for Files and Emails
  • Classification
  • Sharepoint Search using Sensitivity Labels
  • Sensitivity Labels as a DLP condition
  • Sensitivity Label Visual marking, watermarks, headers and footers
  • Sensitivity Label Protection – Encryption both inside/outside the organisation
  • Double Key Encryption
  • Sensitivity Label Client Support
  • Client ‘Quirks’
  • Applying File Sensitivity labels
  • Sensitivity Label Support for Office Online Files
  • Automatically Applying Sensitivity Labels
  • Auto labelling Policies
  • Auto labelling properties within a label
  • Auto Labelling Policies
  • Sharepoint Syntex sensitivity label assignment
  • Defender for Cloud Apps File Policy based Sensitivity Labels
  • Sensitivity Labels for Teams, 365 Groups and SharePoint Sites
  • Authentication Contexts
  • Applying a 365 Group or Site Sensitivity Label
  • Sensitivity Label priority and grouping
  • 365 Group and Site vs File and email label ordering
  • Editing or deleting a sensitivity label
  • Label Policies
  • Label Analytics
  • Data Classification – Activity Explorer

Module 8 Sharepoint Online App Management

  • SharePoint Apps
  • App Permissions
  • App Permissions Scopes
  • SharePoint Store
  • Sharepoint App Licensing
  • Sharepoint Online Admin App Settings
  • Sharepoint Online App Catalog
  • Controlling Access of Apps from Sharepoint Store
  • Deploying Organization Apps
  • Centrally Deploying Apps from the App Catalog
  • Monitoring an app
  • Removing an App
  • Site Collection App Catalog
  • Lab 8.1 Sharepoint Online App Management

Module 9 Sharepoint Online Social Features

  • Sharepoint Online Social Features
  • Office 365 Social Tools
  • Sharepoint Online User Profiles
  • Sharepoint Online User Profile Synchronization
  • User Profile Picture Solutions
  • Administering User Profiles
  • Managing Individual User Profiles
  • Lab 9.1 Managing Sharepoint Online User Profiles
  • Sharepoint Online Audiences
  • Creating Audiences
  • Problems with Audiences
  • Manage Policies
  • My Sites - Now OneDrive for Business
  • Secondary Site Collection Admin
  • Delve
  • HidefromDelve attrribute
  • Disabling Delve
  • Lab 9.2 Delve

Module 10 Sharepoint Online Search

  • Classic vs Modern Search Experience
  • Modern vs Classic Configuration
  • Classic vs Modern Search Accessibility
  • Modern Search Administration
  • Modern Search Administration Key points
  • Sharepoint Online Administration Center Modern Search Settings
  • Search Schema
  • Managed Property Mappings
  • Editable Managed property settings
  • Re-Indexing List/Library/Site
  • Result Sources
  • Promoted Results
  • Search Result Trimming and Removal
  • Query Suggestions
  • Administrator Suggestion Settings
  • Microsoft Search & Intelligence Center Modern Search Configuration settings
  • Microsoft Search Insights
  • Microsoft Answers
  • Microsoft Search Acronyms
  • Microsoft Search Bookmarks
  • Recommended Bookmarks
  • Microsoft Search Floorplans
  • Microsoft Search Locations
  • Microsoft Search Q & A
  • Microsoft Search Connectors
  • Microsoft Search Verticals and Result Types
  • Integrating Microsoft Search with Bing
  • PnP Modern Search Customization
  • Lab 10.1 Sharepoint Online Modern Search
  • SharePoint Classic Search Configuration
  • Redirecting Search Box Searches
  • Additional Search Center Sites
  • Global Search Center URL
  • Result Sources
  • Query Rules
  • Using Promoted Results in a Query Rule
  • Using Result Blocks in a Query Rule
  • Lab 10.2 Sharepoint Online Classic Search
  • Result Types and Display Templates
  • Display Templates Used in the Search Results Web Part
  • Usage and Search Reports
  • Import and Export Custom Search Configuration Files

Module 11 SharePoint Online Monitoring and Reporting

  • SharePoint Online Monitoring and Reporting
  • Site Usage
  • Office 365 Unified Auditing
  • Activities Audited in Office 365
  • Integrating 365 Audit logs into Azure Sentinel
  • Office 365 SharePoint Online Reports
  • Microsoft 365 Usage Analytics
  • Microsoft 365 Usage Analytics Reports
  • Product Usage Report – Filter by SharePoint/OneDrive.
  • Collaboration
  • Storage
  • Product Usage - SharePoint
  • User Activity and Department Activity
  • Enabling the Microsoft 365 Usage Analytics
  • Lab 11.1 SharePoint Online Monitoring and Reporting
  • SharePoint Online Page performance
  • Microsoft 365 Cloud App Security
  • SharePoint Online Forum
  • Monitoring Services in Office 365
  • Service Health
  • Support Options for SharePoint Online in Office 365
  • Online Support
  • Service Requests
Module 12 Sharepoint Online Migrations
  • Why Migrate to Sharepoint Online
  • Challenges to Sharepoint Online Migrations
  • Microsoft Options for Sharepoint Online Migrations
  • Migration Stages
  • Stage 1 Prepare and Assess
  • SharePoint Migration Assessment Tool
  • Stage 2 – Migrating Data into Sharepoint Online
  • The Sharepoint Migration Tool
  • SPMT Advanced settings
  • Sharepoint Migration Manager
  • Migration Manager Global/Task Settings
  • Mover.io
  • Stage 3 & 4 Post Migration and reducing Business Impact
  • Converting users to adopters
  • Third Party Migration Tools
  • Migration of customizations
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Why choose QA

Special Notices

This course is for Sharepoint Online Administrators who have access to the Sharepoint Online Administration Center. Delegates interested in Sharepoint Site administration should consider the QA Sharepoint Online Masterclass Course - QASPOMC

Please note: Due to the dynamic nature of updates to Office 365 functionality by Microsoft, elements of the syllabus of this course can be subject to change without notice.

Please note: for Attend from Anywhere customers an additional screen is required. The additional screen must have a minimum screen size of 19 inch and minimum resolution of 1280x1024, with the vertical resolution (1024) being the most critical.

This course is one of the unique technical Office 365 QA authored Mastering courses.

Other technical courses within the QA authored curriculum for Office 365 include:

Dates & Locations

Microsoft 365 learning pathways

= Required
= Certification
Technical Decision Maker
Office 365 General Administration
Exchange Online/Hybrid
SharePoint Online/Hybrid
Device Management, Identity and Services
Security and Compliance
Modern Desktop
Power Platform
Office 365 Development
Microsoft Teams
Office 365 General Administration
Office 365 Development

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