Overview
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.
Prerequisites
- Basic understanding of 'cloud' concepts
- Experience with Office 365 core components such as user IDs
- Attendance of the QA Mastering Sharepoint Online Fundamentals' course (QASPEUOL1) or equivalent knowledge and experience.
- 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.
Instructors will demonstrate features throughout the event. Optional Lab exercises are available for students to complete within a free commercial Microsoft 365 tenancy provided free of charge for each student by QA. This tenancy lasts for 30 days but can be extended free of charge for another 30 days.
Learning Outcomes
- Thorough knowledge of the components of Sharepoint Online
- 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 Microsoft 365 Groups
- Best Practice Enterprise Content Management design and deployment including content types, document sets, content organizer and document ID’s
- 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
- Microsoft 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
Course Outline
Module 1 SharePoint Concepts Subscriptions and Administration
SharePoint Features
Isn’t SharePoint just a part of Microsoft Teams?
SharePoint Six Pillars
SharePoint Components
Intelligent Intranet and SharePoint Home Sites
What do you get with SharePoint?
SharePoint is an Evergreen Service
- How to keep up to date with changes
- Microsoft 365 RoadMap
- Release Preferences
- SharePoint “What's New” Site
- SharePoint Intrazone
- SharePoint Pitstop - Monthly
- SharePoint Community Site
- SharePoint Admin Centre
- Sites
- Content Services – Term Store
- Content Services – Content Type Gallery
- Migration
- Reports – content services
- Advanced – API Access
SharePoint Management Shell
Using Windows PowerShell to Manage SharePoint
SharePoint PnP - Background
PnP Resources for Administrators
SharePoint PnP is Evergreen
PnP PowerShell Updates
Lab 1.1 Sign into Microsoft 365 and create sample users
Lab 1.2 SharePoint Management Shell and PNP PowerShell
Lab 1.3 Microsoft 365 Updates
Module 2 SharePoint Sites and Navigation
Creating and Managing Sites
SharePoint Sites
SharePoint Site Pages
SharePoint Multilingual Pages
SharePoint Lookbook and Design Guidance
PNP Starter Kit V.2
Page Branding
PnP Provisioning Engine – Sites Templates
SharePoint Site Templates and Scripts
Page Comments
Defining Site Creation Options for End Users
SharePoint SubSites
SharePoint Site Content
Microsoft Lists
SharePoint Spaces
Site Functionality
Team Sites
Microsoft 365 Groups
Team sites without Microsoft 365 Groups
Team Site “Groupification”
Team Site Creation
Communication Sites
SharePoint Home Sites
Listing Sites
Default Sites
Replacing the root site
Changing a site address
SharePoint Domain Change
Site Admins
Site storage limits
Deleting and restoring Communication Sites
Deleting and Restoring Team Sites
Lab 2.1 Creating and Managing Sites
Lab 2.2 Creating and Managing Sites with PowerShell
Hub Sites
- Hub Site Benefits
- Configuring Hub Sites
- Associating Sites to a Hub Site
- Hub Site Approval Flow (PowerAutomate)
- Parent Hub Association
- Hub Site Features
- Hub Site Permissions
- Hub Site Limitations
- Comparison of Associated hub sites and Associated (non-hub) sites
Lab 2.3 Configuring Hub Sites
When to create a new site
Site Architecture and Navigation Relationship
Single Site vs Multiple Sites
SharePoint Site Navigation
Team Site Navigation
Team Site Navigation Switcher
Communication Site Navigation
Cascading vs Mega Menu Navigation
WebPart Navigation Options
SharePoint App Bar and Global Navigation
Site Navigation Updates and Documentation
Lab 2.4 Managing SharePoint Navigation
Lab 2.5 Search Driven Navigation
Lab 2.6 Navigation using Web Parts
Module 3 SharePoint Content Management
Columns
- Sorting by a column
- Filtering via a column
- Creating a view via columns (in below screenshot a grouped view)
- Searching using columns
- Adding Columns (Metadata)
Content Types
- Adding Content Types
- Enabling Site Level Content Types
- UI Content Type gotcha
- Custom content types
- Content Type Settings
- Content Type Metadata
- Publishing Content Types
- Publishing Content Types to a Hub Site
Document Library File Template Management
Columns vs Content Types
Lab 3.1 SharePoint Content Types
Microsoft Syntex
- Form Processing vs Content Understanding
- Microsoft Syntex Classifiers
- Creating a Syntex Model
- Microsoft Syntex Extractors
- Syntex and Retention Labels
- Syntex and Sensitivity Labels
- Syntex Form Processing Models
- Microsoft Syntex Model Analytics
Lab 3.2 – Configuring Microsoft Syntex
SharePoint Managed Metadata
- Term Groups Term Sets and Terms
- Term Store Groups and Permissions
- Term Synonyms and Language Translations
- Using Managed Metadata
Folders vs. Metadata
Using Folders and Metadata Together
Lab 3.3 – Managed Metadata
Module 4 SharePoint Records Management
Planning for Records Management
Microsoft 365 Preservation options
eDiscovery Holds
Retention Policies
Retention Labels
Records Overview
Microsoft 365 Retention Label Record Features
Locking and unlocking a record
Searching the audit log for record locking/unlocking events
Preventing non-record content being deleted
Microsoft 365 Retention Label administration
Auto-applying a Retention Label
SharePoint – Library or folder default label
Microsoft Syntex
Outlook – Inbox Rules
Single Retention Label per Item
Record Retention Labels
Retention Label Creation
Event Driven Retention
Disposition Reviews
- Disposition Review Permissions
- Disposition Review Process
- Disposition Review Considerations
Record Retention Label File Plan Descriptors
Records vs Regulatory Records
Label Publishing and Label Policies
Adaptive Scopes
Static Locations
Retention Label policies and locations
Monitoring Retention Labels
Retention Label Auditing
Retention label PowerShell
Lab 4.1 Microsoft 365 Retention Labels
Module 5 Sharepoint Security
Sharepoint Permissions
SharePoint Team Sites
Access Requests
Member Sharing options
Sharepoint Sharing vs Advanced Permission Management
- SharePoint Sharing
- Sharing a Site
- Sharing a Document Library/List
- Sharing a Folder or Items
- Item QR Codes
Advanced Permissions (When things get messy)
- Permission levels
- Bespoke Permission Levels
- Granting Explicit Permissions
- Permission Inheritance
- Breaking Inheritance
- Broken inheritance visibility
- Enabling and Disabling Permission Inheritance
SharePoint Groups
- Creating additional Sharepoint Groups
- Sharepoint Group Owners
- SharePoint Group Best Practice
- Recommended Sharepoint Group Model
- Special SharePoint Groups
Granting Permissions
Checking Permissions
Modifying and Removing Permissions
Sharepoint Permissions via PowerShell
Sharepoint Permissions Best Practice
SharePoint Site Security Key Point
Lab 5.1 Sharepoint Permissions
Module 6 SharePoint External Sharing
SharePoint External Sharing
Authenticated External User sharing
Authenticated External User Link Management
Anonymous Access Links
Microsoft 365 Groups Guest Access
- Microsoft 365 Group external access administration
- Controlling Guest Access to Microsoft 365 Groups
- Sharepoint Guest Expiration (Spoiler alert– nothing to do with Guests)
- Determining Guest Access for Microsoft 365 Groups
- Blocking Guest access for a specific Microsoft 365 Group
- Allow/Block 365 Group Access per domain
Lab 6.1 Managing Microsoft 365 Groups
SharePoint External sharing administration
Tenant Level External Sharing Administration
Azure B2B One Time Passcodes for Guest Users
Pre-Creating Guest Users
Advanced settings for external sharing
File and Folder Links
Outlook External Sharing Link Features
Advanced Settings
Site External Sharing Options
PowerShell External Sharing
SharePoint External Sharing Alerts, Auditing, and Reporting
Lab 6.2 SharePoint External Sharing
Module 7 Sharepoint Information Protection
Microsoft 365 Sensitivity Labels
Sensitivity Labels for Files and Emails
Classification and Visual Marking
SharePoint Search using Sensitivity Labels
Sensitivity Labels as a DLP condition
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 Files
Automatically Applying Sensitivity Labels
- Auto labelling Policies
- Auto labelling properties within a label
- Auto Labelling Policies
- Document Library Default Sensitivity Labels
- Microsoft 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 Microsoft 365 Group or Site Sensitivity Label
Sensitivity Label priority and grouping
Microsoft 365 Group and Site vs File and email label ordering
Sublabels
Editing or deleting a sensitivity label
Label Policies
Label Analytics
Data Classification – Activity Explorer
Lab 7.1 Microsoft 365 Sensitivity Labels
Module 8 SharePoint Apps Management
SharePoint Apps
App Permissions
App Permissions Scopes
SharePoint Store
App Requests and Approval
SharePoint App Licensing
SharePoint App Licensing – Classic App ‘gotcha’
SharePoint Admin App Settings
App Deployment and Management
Centrally Managing Apps
Managing Centrally Deployed Apps
Deploying Internally Developed Apps
Site Collection App Catalog
Lab 8.1 SharePoint Apps Management 30
Module 9 SharePoint Search
Microsoft Search Experience
Microsoft Search Administration
Microsoft search Administration Key points
SharePoint Administration Center Microsoft search Settings
Search Schema
- Managed Property Mappings
- Editable Managed property settings
- Re-Indexing List/Library/Site
Result Sources
Search Result Trimming and Removal
Query Suggestions
Administrator Suggestion Settings
Microsoft Search & Intelligence Center Microsoft search Configuration settings
- Microsoft Search Insights
- Feedback
- 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
Search Configurations
PnP Microsoft search Customization
Site Level Microsoft Search Settings
Microsoft Search Insights
Site Level Microsoft Search Verticals
Microsoft Search Result Types
Lab 9.1 Microsoft Search
Module 10 SharePoint Monitoring and Reporting
SharePoint Monitoring and Reporting
Site Usage
Microsoft 365 Unified Auditing
Activities Audited in Microsoft 365
Integrating 365 Audit logs into Azure Sentinel
Microsoft 365 SharePoint Reports
Usage Reports
Microsoft 365 Productivity Score – Content Collaboration
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 Monitoring and Reporting
SharePoint Page performance
Microsoft Defender for Cloud Apps
Monitoring Services in Microsoft 365
Service Health
Microsoft 365 Status Twitter Feed
Microsoft 365 Network Insights
Support Options for SharePoint in Microsoft 365
Online Support
Service Requests
Lab 10.1 – SharePoint Monitoring and Reporting
Module 11 SharePoint Migration
Why Migrate to Sharepoint Online
Challenges to Sharepoint Migrations
Microsoft Options for Sharepoint Migrations
Migration Stages
- Stage 1 Prepare and Assess
- SharePoint Migration Assessment Tool
- Stage 2 – Migrating Data into SharePoint
- The SharePoint Migration Tool
- SPMT settings
- Migrate File Shares with SharePoint Migration Manager 20
- Migration Manager Global/Task Settings: 23
- Stage 3 and 4 – Post Migration and reducing business impact
- Convert users to adopters
Third party migration tools
Customization migrations
Lab 11.1 Sharepoint Migration
Appendix A SharePoint User Profiles
SharePoint User Profiles
SharePoint User Profile Synchronization
User Profile Picture Solutions
Administering User Profiles
Managing Individual User Profiles
Delve
HidefromDelve
Disabling Delve
Microsoft 365 learning pathways
= Required
= Certification
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