SharePoint Online Management and Administration
Course Description Overview
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. Labs available
from go deploy
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. This is student
material. Instructors, please contact the publisher at
htps://cwlink.sc/InstructorAccess.
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
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
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
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
In this module, you will learn how
to customize individual sites, managing site navigation, creating
and customizing 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: Customize a Team Site
• Create and Customize Apps
• Working with Pages
• Manage Site
Navigation
• Manage Site
Permissions
Lab 7: Customize a Communication Site
• Create and Customize Apps
• Working with Pages
• Manage Site
Navigation
• Manage Site
Permissions
After
completing this module,
students will be able to:
• Add Apps to a Site
• Customize Apps including Columns and Views
• Manage Site Permissions
• Customize 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 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
This module introduces Viva Connections to extend the SharePoint
Intranet into Microsoft
Teams. You will learn how to configure Vivia Connections and customize 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
• Customize the Home Site
• Deploy Viva Connections
App
After completing
this module, students will be able to:
• Configure SharePoint Intranet for Viva Connections
• Customize 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 customize a profile
Lab 10: Managing User Profiles
• Customize User Profile Fields
• Update a Profile using Delve
After completing
this module, students will be able to:
• Create and Customize 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 11: Using Managed Metadata
and Content Types
• Create Site Columns
• Customize 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
• Customize and Deploy Managed Metadata
• Create and Use Content Types with Lists and Libraries
Module 9: Microsoft Search
In this module, you will learn how
to deploy, use, and customize 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
In this module, you will learn how
to deploy, use, and customize 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
This module introduces the
Security and Compliance features in Office 365. While Microsoft 365 plans include 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 Licenses
• 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 Multiple
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 Multiple
Factor Authentication
After completing
this module, students will be able to:
• Describe the Security and Compliance Features in Office 365
• Review License 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 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