M55370A SharePoint Online Management and Administration

SharePoint Online is part of Microsoft 365 and underpins all the file experiences in Microsoft 365. This four-day course introduces the audience to SharePoint Online Administration. The course is appropriate for existing SharePoint on-premises administrators and those new to SharePoint administration.

Although this course and the associated labs are written for Office 365 with Windows 11, the skills taught will also be backwards compatible with Windows 10. This course is based on the features available in the Office 365 E3 license as these are the core features in Office 365 and Microsoft 365 plans.

Audience Profile
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This course is for information technology (IT) professionals. You should have a general understanding of the purpose and operation of Microsoft 365, Microsoft Teams and Microsoft SharePoint.

Module 1: Introduction to Office 365 and SharePoint Online
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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
After completing this module, students will be able to:

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
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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 2: Configuring External Access for Office 365

Configure Azure AD External Access Settings
Configure Microsoft 365 External Access Settings
Configure SharePoint Sharing Policies

Lab 3: Configuring SharePoint and OneDrive Settings

Configure SharePoint Settings
Configure OneDrive Settings
After completing this module, students will be able to:

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
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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 4: Creating and Managing Site Collections

Create Site Collections
Configure Site Collections
Delete and Restore Site Collections

Lab 5: Working with Hub Sites

Declare a Hub Site
Associate with a Hub Site
Delete a Hub Site
After completing this module, students will be able to:

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
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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 6: Customise a Team Site

Create and Customise Apps
Working with Pages
Manage Site Navigation
Manage Site Permissions

Lab 7: Customise a Communication Site

Create and Customise Apps
Working with Pages
Manage Site Navigation
Manage Site Permissions
After completing this module, students will be able to:

Add Apps to a Site
Customise Apps including Columns and Views
Manage Site Permissions
Customise Site Navigation

Module 5: SharePoint and Microsoft Teams
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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 8: Planning and Managing SharePoint for Microsoft Teams

Navigate between Teams and SharePoint
Managing SharePoint Site Permissions in a Teams site
Managing Teams Site Collections
After completing this module, students will be able to:

Manage SharePoint Sites Associated with Microsoft Teams
Manage SharePoint Site Collections Associated with Microsoft Teams

Module 6: Viva Connections
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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 9: Deploying Viva Connections

Configure Viva Connections
Customise the Home Site
Deploy Viva Connections App
After completing this module, students will be able to:

Configure SharePoint Intranet for Viva Connections
Customise Viva Connections Home Site and Dashboard
Deploy Viva Connections App

Module 7: User Profiles
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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 10: Managing User Profiles

Customise User Profile Fields
Update a Profile using Delve
After completing this module, students will be able to:

Create and Customise User Profile Fields
Update a Profile using Delve

Module 8: Managed Metadata and Content Types
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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 11: 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
After completing this module, students will be able to:

Create and Use Site Columns
Customise and Deploy Managed Metadata
Create and Use Content Types with Lists and Libraries

Module 9: Microsoft Search
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In 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 12: Working with Microsoft Search

Configure Integrations
Create Custom Answers
Review Usage Statistics
After completing this module, students will be able to:

Configure Microsoft Search Integrations with Bing and Office 365 Features
Create Custom Answers

Module 10: Viva Topics
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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 13: Working with Viva Topics

Deploy Viva Topics
Manage Topics Pages
Create Topics from Managed Metadata
After completing this module, students will be able to:

Configure and Deploy Viva Topics
Create and Manage Topic Pages
Create Topics from SharePoint Taxonomy

Module 11: Security and Compliance in Office 365
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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 14: 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
After completing this module, students will be able to:

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
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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 15:

Troubleshoot SharePoint Online
After completing this module, students will be able to:

Monitor Office 365 Service Health
Troubleshoot Office 365 Connectivity and Service Issues