Managing Microsoft 365 Messaging
Course Description Overview
Describe Exchange Online and explain how it compares to Microsoft Exchange Server.
Create and manage Exchange Online recipient objects and policies.
Manage administrator and user roles in Exchange Online.
Manage authentication and security in Microsoft Entra ID.
Manage domains, connectors, and mail flow in Exchange Online.
Plan and manage message security and encryption in Exchange Online.
Implement data loss prevention (DLP), retention and archive policies, and auditing in Exchange Online.
Configure and troubleshoot client access in Exchange Online
Basic understanding of cloud services
Basic knowledge of Microsoft cloud services and Microsoft 365 applications
Basic experience with Active Directory Domain Services (AD DS) and Microsoft Entra ID
Basic understanding of authentication types and cloud licensing
Basic experience with business email systems such as Microsoft Exchange
Course outline
Lab description
The labs in this three-day course
begin with an overview of the Exchange Online and Microsoft 365 admin portals,
followed by creating and managing accounts related to users, resources, and
contacts. You’ll manage address lists, address book policies, and role-based
access control (RBAC) in Exchange Online, and then implement security features
in Microsoft Entra ID. You’ll troubleshoot mail flow and implement message
security and threat policies by using Microsoft Defender. Next, you’ll
implement message compliance and lifecycle management by using Microsoft
Purview. In the final lab, you’ll configure clients for Exchange Online.
Module 1 Overview of Exchange
Online
In this module, you’ll explore the
various services that Microsoft 365 provides. You’ll learn the
basics of Exchange Online and the
administration tools you can use to manage this service.
Lesson 1 Introduction to
Microsoft 365 services
·
What is Microsoft 365?
·
Overview of Microsoft 365 workloads
·
Overview of Microsoft 365 subscriptions
·
Provisioning a Microsoft 365 tenant
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe Microsoft 365.
·
Describe key workloads running within Microsoft
365.
·
Describe Microsoft 365 subscriptions.
·
Explain how to provision a Microsoft 365 tenant.
Lesson 2 Introduction to
Exchange Online
·
Overview of Exchange Online
·
How does Exchange Online compare to Exchange
Server?
·
Key reasons to use Exchange Online
·
What is Exchange hybrid deployment?
·
Organization relationships in Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe Exchange Online.
·
Explain how Exchange Online compares to Exchange
Server.
·
Describe key reasons to use Exchange Online.
·
Describe an Exchange hybrid deployment.
·
Describe organization relationships in Exchange
Online.
Lesson 3 Overview of Exchange
Online administration tools
·
Microsoft 365 admin center
·
Exchange admin center
·
Managing Microsoft 365 and Exchange Online with
PowerShell
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe the Microsoft 365 admin center.
·
Describe the Exchange admin center.
·
Describe the Exchange Management Shell.
Lab Exploring Microsoft 365 and
Exchange Online admin portals
·
Exercise 1: Provisioning a Microsoft 365 tenant
·
Exercise 2: Adding products and licenses to a
Microsoft 365 tenant
·
Exercise 3: Reviewing Microsoft 365 and Exchange
admin centers
·
Exercise 4: Managing Exchange Online with
PowerShell
·
Exercise 5: Assigning product licenses to users
By completing this lab, you’ll
achieve the knowledge and skills to:
·
Create an Office 365 E5 trial subscription.
·
Add licenses and products for additional
features and cloud services.
·
Review the Microsoft 365 and Exchange admin
centers.
·
Install Exchange Online PowerShell and run
scripts.
·
Assign licenses to the users in your tenant.
Module 2 Managing Exchange
Online recipient objects
Microsoft Exchange Online—the
cloud version of the on-premises Microsoft Exchange Server—
provides similar features and
benefits as the on-premises messaging platform. Exchange
Online supports numerous recipient
object types, including mailboxes for users and resources,
both shared and linked mailboxes,
and public folders. To provide users with a seamless
messaging experience, it’s
important that you know how to create and manage the settings for
these recipient objects.
Additionally, because address lists are an important part of an
organization’s messaging systems,
you should learn how to create and manage address lists
and related policies.
Lesson 1 Exchange Online
recipient objects
·
Overview of recipient object types in Exchange
Online
·
Overview of user mailboxes
·
Overview of resource mailboxes
·
Overview of shared mailboxes
·
Overview of link mailboxes
·
Overview of mail contacts and mail users
·
Managing groups in Exchange Online
·
Overview of public folders
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Identify the various recipient types in Exchange
Online.
·
Describe user mailboxes.
·
Describe resource mailboxes.
·
Describe shared mailboxes.
·
Describe linked mailboxes.
·
Describe contacts and mail users.
·
Explain how to manage groups in Exchange Online.
·
Describe public folders.
Lesson 2 Creating and managing
Exchange Online recipient objects
·
Creating and managing user mailboxes and mailbox
settings
·
Creating and managing resource mailboxes
·
Creating and managing shared mailboxes
·
Creating and managing contacts
·
Creating and managing groups
·
Creating and managing public folders
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Create and manage user mailboxes and mailbox
settings.
·
Create and manage resource mailboxes.
·
Create and manage shared mailboxes.
·
Create and manage contacts.
·
Create and manage groups.
·
Create and manage public folders.
Lab A Creating and managing
Exchange Online recipients
·
Exercise 1: Creating a new user mailbox
·
Exercise 2: Managing user mailbox settings
·
Exercise 3: Creating and managing groups by
using the Exchange admin center
·
Exercise 4: Creating Exchange Resources and
Contacts
·
Exercise 5: Validating Email Functionality
By completing this lab, you’ll
achieve the knowledge and skills to:
·
Add new users to your Microsoft 365 tenant.
·
Modify mailbox settings.
·
Create a Microsoft 365 group, a distribution
list, a dynamic distribution list, and a Mail- enabled security group.
·
Add additional Exchange recipients in your
Microsoft 365 tenant.
·
Validate that email messages can be delivered
successfully, and room resources work as
expected.
Lesson 3 Creating and managing
email address lists and policies
·
Overview of address lists in Exchange Online
·
Creating and managing address lists
·
Creating and managing address books and address
book policies
·
Configuring offline address books
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe address lists in Exchange Online.
·
Create and manage address lists.
·
Create and manage address books and address book
policies.
·
Configure offline address books.
Lab B Managing address lists
and address book policies in Exchange Online
·
Exercise 1: Creating address lists
·
Exercise 2: Creating and assigning Address book
policies
By completing this lab, you’ll
achieve the knowledge and skills to:
·
Create address lists.
·
Create a custom address book policy.
Module 3 Managing
administration in Exchange Online
In on-premises Active Directory
environments, administrators use security groups to implement
delegated management. They add a
user to a security group and specify a level of administrative permissions on
an organizational unit (OU) by using the Delegate Control Wizard in Active
Directory Domain Services (AD DS). Microsoft 365, and thereby Exchange Online,
uses a slightly different process known as role- based access control (RBAC).
In this module, you’ll learn about RBAC for Applications in Exchange Online,
the Exchange Online permission model, and how to manage administrator roles and
user roles in Exchange Online.
Lesson 1 Overview of Exchange
Online administration
·
Overview of the Exchange Online permission model
·
Microsoft 365 or Office 365 permissions in
Exchange Online
·
What is RBAC?
·
Implementing RBAC for Applications in Exchange
Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe the Exchange Online permission model.
·
Describe Microsoft 365 or Office 365 permissions
in Exchange Online.
·
Describe RBAC.
·
Implement RBAC for Applications in Exchange
Online.
Lesson 2 Managing administrator
roles in Exchange Online
·
What are role groups and management role groups?
·
Built-in role groups in Exchange Online
·
Creating and managing role groups in Exchange
Online
·
Feature permissions in Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe role groups and management role groups.
·
Describe built-in role groups in Exchange
Online.
·
Create and manage role groups in Exchange
Online.
·
Implement feature permissions in Exchange
Online.
Lesson 3 Managing user roles in
Exchange Online
·
Overview of Exchange Online user roles
·
Implementing user roles with role assignment
policies
·
Managing roles and role assignment policies
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe Exchange Online user roles.
·
Implement user roles with role assignment
policies.
·
Implement management role assignment policies.
Lab Managing role-based access
control for administration in Exchange Online
·
Exercise 1: Reviewing and assigning Admin Roles
in Microsoft 365
·
Exercise 2: Creating and managing role groups in
Exchange Online
·
Exercise 3: Managing user roles with role
assignment policies
By completing this lab, you’ll
achieve the knowledge and skills to:
·
Review the built-in admin roles in Microsoft 365
and simplify role management.
·
Review role groups that are available
specifically in Exchange Online and create a custom role group.
·
Create a custom role assignment policy and
assign it to users.
Module 4 Managing
authentication and security in Microsoft Entra ID
In this module, you’ll learn how
to manage authentication and security options in Microsoft Entra ID. You’ll
also learn how Exchange Online and Exchange Server use Microsoft Entra ID for authentication.
Lesson 1 Managing
authentication and objects in
·
Microsoft Entra ID
·
Overview of Microsoft Entra ID
·
Authentication types with Microsoft Entra ID
·
Authentication methods in Microsoft Entra ID
·
Managing user objects and user settings in
Microsoft Entra ID
·
Managing group objects and group settings in
Microsoft Entra ID
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe Microsoft Entra ID.
·
Describe the supported authentication types in
Microsoft Entra ID.
·
Describe the authentication methods in Microsoft
Entra ID.
·
Manage user objects and user settings in
Microsoft Entra ID.
·
Manage group objects and group settings in
Microsoft Entra ID.
Lesson 2 Implementing security
in Microsoft Entra ID
·
What is MFA?
·
What is conditional access?
·
Creating conditional access policies
·
Overview of Privileged Identity Management
·
Implementing password protection
·
Implementing self-service password reset
·
Microsoft Entra ID security defaults
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe MFA.
·
Describe conditional access and conditional
access policies.
·
Create conditional access policies.
·
Describe PIM.
·
Implement password protection.
·
Implement SSPR.
·
Describe Microsoft Entra ID security defaults.
Lesson 3 Implementing
authentication for Exchange Online clients
·
Authentication in Exchange Online
·
Authentication in Exchange hybrid deployments
·
Enabling hybrid modern authentication
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe authentication in Exchange Online.
·
Describe authentication in Exchange hybrid
deployments.
·
Describe how to enable hybrid modern
authentication.
Lab Implementing authentication
and security features in Microsoft Entra ID
·
Exercise 1: Managing objects and reviewing
authentication methods in Microsoft Entra ID
·
Exercise 2: Configuring SSPR
·
Exercise 3: Enforcing multifactor authentication
by using a conditional access policy
By completing this lab, you’ll
achieve the knowledge and skills to:
·
Create new user and group accounts and review
authentication methods and security defaults.
·
Configure and perform password resets.
·
Configure and validate MFA by using a
conditional access policy.
Module 5 Managing mail flow in
Exchange Online
It’s important that you understand
how Exchange Online manages mail flow. This starts with configuring domains and
connectors, including custom domain names. You’ll also need to know how to
manage mail flow in hybrid contexts and create and manage mail flow rules. To
be able to remediate problems with mail delivery, you must be familiar with
monitoring and message tracing. In this module, you’ll learn how to manage and
troubleshoot mail flow. You’ll also learn how to use Microsoft Service Health
to monitor Exchange Online.
Lesson 1 Managing domains and
connectors in Exchange Online
·
Configuring and managing SMTP domains for
Exchange Online
·
Overview of remote domains
·
Overview of connectors
·
Configuring and managing connectors in Exchange
Online
By completing this lesson, you’ll
achieve the knowledge and skills to:
·
Configure and manage SMTP domains for Exchange
Online.
·
Describe remote domains.
·
Describe connectors.
·
Configure and manage connectors in Exchange
Online.
Lesson 2 Managing mail flow in
Exchange Online
·
Overview of mail flow in Exchange Online
·
Managing mail flow in hybrid scenarios
·
Overview of mail flow rules
·
Configuring and managing mail flow rules
·
Using mail flow rules for specific scenarios
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe mail flow in Exchange Online.
·
Manage mail flow in hybrid scenarios.
·
Describe mail flow rules.
·
Configure and manage mail flow rules.
·
Use mail flow rules for specific scenarios.
Lab A Managing mail flow for
Exchange Online
·
Exercise 1: Configuring Connectors to manage
mail flow
·
Exercise 2: Configuring Mail flow rules
·
Exercise 3: Validating mail flow rules
By completing this lab, you’ll
achieve the knowledge and skills to:
·
Create new connectors to send and receive email.
·
Configure rules to redirect email, add email
disclaimers, and configure rule application based on email details.
·
Validate mail flow rules.
Lesson 3 Monitoring and
troubleshooting mail flow in Exchange Online
·
Troubleshooting mail flow
·
Message tracing in Exchange Online
·
Exchange Online reporting
·
Monitoring Exchange Online with Microsoft
Service Health
·
Alert policies and alerts in Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Troubleshoot mail flow.
·
Implement message tracing.
·
Use reports in Exchange Online.
·
Monitor Exchange Online with Microsoft Service
Health.
·
Describe alerts and alert policies.
Lab B Monitoring and
troubleshooting mail flow
·
Exercise 1: Monitoring Exchange Health and mail
flow
·
Exercise 2: Troubleshooting Exchange Online mail
flow
By completing this lab, you’ll
achieve the knowledge and skills to:
·
Review features used to monitor Exchange Online
health and mail flow, and create an alert policy.
·
Troubleshoot Exchange Online mail flow by using
the Microsoft Remote Connectivity Analyzer and Message trace.
Module 6 Managing message
security in Exchange Online
In this module, you’ll learn about
email protection, threat protection, and message encryption. You’ll learn how
to use tools such as Exchange Online Protection, Microsoft Defender, and Microsoft
Purview to manage message security and encryption.
Lesson 1 Planning message
security for Exchange Online
• Overview of Exchange Online
Protection
• Planning mail flow for Exchange Online
Protection
• How does email protection work?
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe Exchange Online Protection.
·
Plan mail flow for Exchange Online Protection.
·
Explain how email protection works.
Lesson 2 Overview of the
Microsoft Defender platform
·
What is Microsoft Defender?
·
Overview of Microsoft Defender for Office 365
·
How threat protection works in Microsoft
Defender for Office 365
·
What is Microsoft Defender for Identity?
·
Attack simulation in Microsoft Defender for
Office 365
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe Microsoft Defender.
·
Describe Microsoft Defender for Office 365.
·
Explain how threat protection works in Microsoft
Defender for Office 365.
·
Describe Microsoft Defender for Identity.
·
Describe attack simulation in Microsoft Defender
for Office 365.
Lesson 3 Using Microsoft
Defender for message security
·
Preset security policies in Exchange Online
Protection and Microsoft Defender for Office 365
·
Managing and configuring anti-spam protection
·
Managing and configuring anti-malware protection
·
Managing and configuring spoofing protection
·
Managing and configuring phishing protection
·
Configuring Safe Attachments
·
Configuring Safe Links
·
Configuring connection filtering
·
Configuring outbound spam protection
·
Configuring quarantine and quarantine policies
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Explain the preset security policies in Exchange
Online Protection and Microsoft Defender for Office 365.
·
Manage and configure anti-spam protection.
·
Manage and configure anti-malware protection.
·
Manage and configure spoofing protection.
·
Manage and configure phishing protection.
·
Configure Safe Attachments.
·
Configure Safe Links.
·
Configure connection filtering.
·
Configure outbound spam protection.
·
Configure quarantine and quarantine policies.
Lab A Implementing message
security with preset security policies
·
Exercise 1: Running an email attack simulation
·
Exercise 2: Configuring preset security policies
·
Exercise 3: Removing preset security policies
By completing this lab, you’ll
achieve the knowledge and skills to:
·
Run email attack simulations and ensure the
assignment of required Microsoft recommended training to users.
·
Review and configure preset security policies.
·
Turn off and disable preset security policies.
Lesson 4 Implementing message
encryption in Exchange Online
·
How does message encryption work in Exchange
Online?
·
Implementing message encryption in Exchange
Online with Microsoft Purview
·
Managing message encryption
·
Managing advanced message encryption in Exchange
Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Explain how message encryption works in Exchange
Online.
·
Implementing Microsoft Purview Message
Encryption.
·
Manage message encryption.
·
Manage advanced message encryption in Exchange
Online.
Lab B Configuring threat
policies and Purview Message Encryption
Exercise 1: Creating a custom
quarantine policy
Exercise 2: Configuring threat
policies
Exercise 3: Configuring Microsoft
Purview Message Encryption
By completing this lab, you’ll
achieve the knowledge and skills to:
Create and configure custom
quarantine policies and review quarantined messages.
Create policies for Anti-phishing,
Anti-spam, Anti-malware, Safe Attachments, and Safe Links.
Validate that Purview message
encryption is enabled and create a mail flow rule configured to apply
encryption to senders.
Module 7 Implementing
compliance in Exchange Online
Organizations that have compliance
regulations must follow specific standards to protect their data and to manage
the data lifecycle. Microsoft 365 includes a product named Microsoft Purview,
which provides multiple functionalities that organizations can use to implement
their compliance regulations. Microsoft datacenters are also compliant with
many international industry standards that organizations are required to
follow. This module explains how messaging administrators can help ensure that
their organization’s data in Microsoft Exchange Online will be managed
according to the compliance regulations.
Lesson 1 Implementing DLP in
Exchange Online
·
Overview of DLP
·
How do DLP rules work?
·
DLP policy templates in Exchange Online
·
Creating DLP policies
·
Configuring and managing policy tips
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe data loss prevention (DLP).
·
Describe how DLP works.
·
Manage DLP policy templates in Exchange Online.
·
Create DLP policies.
·
Configure and manage DLP policy tips.
Lesson 2 Implementing data
lifecycle management in Exchange Online
·
Overview of data lifecycle management
·
Overview of Microsoft 365 retention policies
·
Creating and managing retention policies in
Microsoft 365
·
Overview of retention policies in Exchange
Online
·
Overview of Exchange Online journaling
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe data lifecycle management.
·
Describe retention policies in Microsoft 365.
·
Create and manage retention policies in
Microsoft 365.
·
Describe retention policies in Exchange Online.
·
Describe journaling in Exchange Online.
Lesson 3 Implementing
information protection in Exchange Online
·
Overview of sensitive information types
·
What are sensitivity labels?
·
Creating and publishing sensitivity labels
·
Using sensitivity labels to apply encryption.
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe sensitive information types.
·
Describe sensitivity labels.
·
Create and publish sensitivity label.
·
Use sensitivity labels to apply encryption.
Lesson 4 Implementing and managing
eDiscovery for Exchange resources
·
Overview of Microsoft Purview eDiscovery
·
Overview of content search
·
Creating and running a content search
·
Previewing and exporting search results
·
Creating and managing eDiscovery holds for
Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe Microsoft Purview eDiscovery.
·
Describe Content Search.
·
Create and run Content Search.
·
Preview and export search results.
·
Create and manage eDiscovery holds for Exchange
Online.
Lab A Implementing messaging
compliance
·
Exercise 1: Protecting and classifying Exchange
messages by using sensitivity labels
·
Exercise 2: Configuring Data Loss Prevention
policies
·
Exercise 3: Creating and managing an eDiscovery
case
By completing this lab, you’ll
achieve the knowledge and skills to:
·
Create and publish sensitivity labels.
·
Create sensitive info types and Data loss
prevention (DLP) policies.
·
Perform eDiscovery holds and searches.
Lesson 5 Auditing in Exchange
Online
·
Overview of auditing reports in Exchange Online
·
Exporting mailbox audit logs
·
Running litigation hold reports
·
Running role group change reports
·
Managing administrator audit logs
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe Auditing reports in Exchange Online.
·
Export mailbox audit logs.
·
Run litigation hold reports.
·
Run role group changes reports.
·
Manage administrator audit logs.
Lab B Message lifecycle
management using archiving and retention.
·
Exercise 1: Enabling In-place archive for user
mailboxes
·
Exercise 2: Configuring and publishing Microsoft
365 retention labels
By completing this lab, you’ll
achieve the knowledge and skills to:
·
Enable in-place archive and validate the default
messaging records management (MRM) retention policy setting.
·
Create and publish Microsoft 365 retention
labels.
Module 8 Configuring clients
for Exchange Online
Typically, users use both desktop
and mobile devices, and platform-appropriate apps for
operating systems such as Windows,
iOS, Android, and macOS. Users might also access their email from a web browser
such as Microsoft Edge. In this module, you’ll learn how to configure Exchange
Online to support the various client apps used by your users.
Lesson 1 Outlook clients for
Exchange Online
·
Overview of Outlook for PC and Outlook for Mac
·
Outlook for iOS and Android clients
·
Overview of Exchange ActiveSync, POP3, and IMAP4
clients
·
Modern authentication with mobile clients
·
Securing Outlook for iOS and Android in Exchange
Online
·
S/MIME for Outlook for iOS and Android in
Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe Outlook for PC and Outlook for Mac.
·
Describe Outlook for iOS and Android clients.
·
Describe Exchange ActiveSync, POP3, and IMAP4
clients.
·
Implement modern authentication with mobile
clients.
·
Secure Outlook for iOS and Android in Exchange
Online.
·
Describe S/MIME for Outlook for iOS and Android
in Exchange Online.
Lesson 2 Configuring and using
Outlook on the web
·
Outlook on the web in Exchange Online
·
Creating and managing Outlook web app policies
in Exchange Online
·
Public attachment handling in Exchange Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Describe Outlook on the web in Exchange Online.
·
Create and manage Outlook on the web policies in
Exchange Online.
·
Manage public attachment handling in Exchange
Online.
Lesson 3 Configuring and
troubleshooting client access in Exchange Online
·
Overview of Remote Connectivity Analyzer
·
Client Access Rules in Exchange Online
·
Modern authentication for Outlook in Exchange
Online
By completing this lesson,
you’ll achieve the knowledge and skills to:
·
Use the Microsoft Remote Connectivity Analyzer.
·
Implement Client Access Rules in Exchange
Online.
·
Describe modern authentication for Outlook in
Exchange Online.
Lab Configuring clients for
Exchange Online
·
Exercise 1: Configuring Outlook Web App Policies
·
Exercise 2: Managing Microsoft 365 app
installations
By completing this lab, you’ll
achieve the knowledge and skills to:
·
Create and configure Outlook Web App Policies.
·
Configure
Microsoft 365 app installation options.