55238-B: SharePoint Online for Administrators

4.5/5

SharePoint Online for Administrators is made to introduce SharePoint Online to the audience, where Microsoft’s premiere collaborative platform is included in the Microsoft 365 suite of products. The 3 days course is suitable for existing SharePoint on-premises administrators and new administrators to Office 365 who need to understand how to correctly set up SharePoint Online for their company. You can step inside the role of Administrator of Microsoft 365, and SharePoint, to explain and demonstrate the configuration options for SharePoint Online. If you are new to Office 365/Microsoft 365 and need to understand how to properly set up SharePoint Online for your organization, you’ll find this course extremely helpful as well. Before the course, the Attendees must have a basic understanding of Office 365 and a basic understanding of using PowerShell after that you will get the SharePoint Online for Administrator certification. 

Training Options

Classroom Training

Online Instructor Led

Onsite Training

Course Information

Module 1: Introduction to Office 365 and SharePoint Online

This first module will introduce you to Office 365 and SharePoint Online and will familiarize you with all the components that will be covered in the following modules. You will understand how identity management works in Office 365 and the tools needed to manage the environment. You'll also learn about options for migrating to SharePoint Online and creating hybrid scenarios.

Lessons

  • Introduction to the Office 365 Administration Center
  • Configure reports
  • Access to SharePoint management tools
  • Access to security and compliance
  • Manage Office 365 and SharePoint Online with PowerShell
  • Comparison between SharePoint on-premises and SharePoint Online
  • User identity in Office 365 and SharePoint Online
  • Edit User Domains
  • Creation of hybrid scenarios
  • Redirection of OneDrive and sites
  • Yammer redirect
  • Understanding hybrid search
  • Hybrid Business Data Connectivity
  • Hybrid taxonomy

Lab: Setting up the Office 365 environment

  • Create a new Outlook.com account
  • Create a new Office 365 trial
  • Install Azure Active Directory PowerShell
  • Install SharePoint Online Management Shell
  • Create test users
  • Install Office 2016 on your client

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After completing this module, students will be able to:

  • Describe the main components of SharePoint Online
  • Navigate Office 365 and SharePoint admin centers
  • Understanding Identity Management
  • Understand how to manage the environment in PowerShell
  • Understanding Hybrid Scenarios

Module 2: Working with Site Collections

This module will help you understand the topology of site collections and how to create and manage them. You will learn how to define delegated control and administration and configure storage options and quotas for different site collections. You will learn how to configure external access to your content and sharing with external identities and finally how to delete and recover site collections, including PowerShell management.

Lessons

  • Introduction to classic and modern administration centers
  • Creating site collections
  • Defining Site Collection Ownership and Security
  • Configure storage
  • Configure external access to site collections
  • Retrieve site collections
  • Configure external sharing
  • Managing Site Collections with PowerShell

Lab: Managing Site Collections

  • Create a new site collection using the user interface
  • Create a new modern site collection
  • Create a new site collection using PowerShell
  • Configuring storage quotas
  • Configuring External Sharing
  • Restore a site collection
  • Build a site and deploy content for later labs

After completing this module, students will be able to:

  • Understand site collections
  • Manage and delegate site collections
  • Configure external sharing
  • Delete and restore site collections
  • Manage site collections with PowerShell

Module 3: Managing User Profiles

User profiles are a key part of any social and collaboration platform. In this module, you will learn how to manage user profile options in SharePoint Online, including creating custom profile properties. You'll also learn how to create and configure audiences for targeted content, and then use audiences for personal site redirection. Finally, you will learn how to configure search options and cleanup tasks for the Profile Service.

Lessons

  • Profile Service Overview
  • Setting profile properties
  • Assigning profile properties to a term store
  • Creating custom profile properties
  • Audience management
  • Creation of audiences
  • Managing user profile policies
  • Configure My Site's Trusted Host Locations
  • Configure preferred search center locations
  • Set read access permission levels
  • Configure News Feed options
  • Configure email notifications
  • My Site Cleanup Setup

Lab: User Profile Service Management

  • Create a new custom user profile property
  • Create a custom property associated with a metadata term
  • Create an audience using profile properties and target content
  • Configure My Site Cleanup Accounts

After completing this module, students will be able to:

  • Understand the Profile Service in SharePoint Online
  • Create a custom property associated with a metadata term
  • Define profile policies and security control
  • Create and manage audiences
  • Define the management of my sites when a user deletes his site

Module 4: Working with Data Connections

This module focuses on creating and configuring data connections and the challenge of SharePoint in displaying data that resides in other data sources and then displaying that data in SharePoint sites. You will learn how to leverage PowerApps for developing forms and flows to build business processes, as well as Power Bi for displaying data. The Enterprise Connectivity Service is designed to allow data connections to be defined to display data from other locations, such as Azure SQL, and then allow users to add web parts of data without having to understand the configuration of data connections. You will also learn the importance of

Lessons

  • Introduction to Data Connections
  • Introducing PowerApps, Flow, and PowerBi
  • Enterprise Connectivity Service Overview
  • Introduction to BDC definition files
  • Creating BDC definition files
  • Introduction to Secure Store Service
  • Configuring the Secure Store Service
  • Creating secure store target application settings
  • Configure cloud service connections
  • Configuring connections to on-premises services
  • Tools for creating data connections
  • Creating External Content Types
  • Creating External Lists Using External Data

Lab: Manage Enterprise Data Connectivity Service

  • Create a new PowerApps form
  • Create a new Flow
  • Create a new secure store application
  • Create a new BCS BDC connection
  • Create an external content type
  • Create a new external list to use the external data.

After completing this module, students will be able to:

  • Describe the main features of data connection options in SharePoint Online
  • learn to use PowerApps, Flow and Power Bi
  • Enterprise Connectivity Services Overview
  • Introduction to Secure Store Service
  • Understand the architecture of BCS and Secure Store
  • Learn how to create XML definition files for use in the BCS service.
  • Configure single sign-on credentials for external data sources
  • Create external content types
  • Create external lists

Module 5: Terminology database management

The term store is a key part of enterprise content management and searchability. This module covers creating a term store, building term sets, and applying them to content. Terms can also be part of a social profile structure, and you'll learn how to inject terms through the UI and PowerShell.

Lessons

  • Overview of the term store
  • Understanding Terms and Lifecycle Management
  • Create term groups
  • Creation of the term store
  • Creating Term Sets in the UI
  • Creation of term sets by import via a CSV
  • Creation of terms in the UI
  • Create terms via PowerShell and CSOM
  • Manage terms with synonyms and pinning
  • Configure delegated administration

Lab: Creation and management of the term store

  • Create a term group and term set
  • Managing terms with PowerShell and CSOM
  • Managing terms with synonyms and pinning
  • Configure delegated administration

After completing this module, students will be able to:

  • Understand the value of the term store in SharePoint data and lifecycle management.
  • Use terms to improve search and findability
  • Create term stores and terms
  • Manage terms through synonyms and pinning
  • Create terms via PowerShell
  • Delegate administrative rights
  • Add terms to content and profiles

Module 6: Search Setup

Search is one of the most important tools available to a user in SharePoint because it helps find and target data in a variety of ways. This module introduces the options available to extend the search service with powerful search optimization tools, such as result sources and managed properties, to enable the use of search web parts as part of targeted content deployment. You will also learn how to export search configuration and import it into other site collections or even other tenants.

Lessons

  • Introduction to the research service
  • Classic and modern search experience
  • Understand managed properties
  • Create managed properties
  • Manage authoritative pages
  • Understand the sources of results
  • Create and configure result sources
  • Understand query rules
  • Promote results through query rules
  • Remove search results from the index
  • Export search configurations
  • Import search configurations

Lab: Manage and Configure the Search Service

  • Create a query in modern and classic
  • Create a new result source
  • Export search configuration

After completing this module, students will be able to:

  • Understand the search service for classic and modern models
  • Configure managed properties and extend the search schema
  • Define authoritative pages
  • Understand the sources of results
  • Configure new result sources
  • Apply result sources to search queries
  • Understand search rules
  • Promote results through search rules
  • Remove search results from the index
  • Export search configurations
  • Import search configurations

Module 7: Configuring Applications

This module covers the configuration and deployment of the Application Management Service in SharePoint Online. Apps are a great way to add features and functionality to SharePoint, and apps can be deployed in multiple ways in SharePoint Online, including through the Store and through the App Catalog. You will learn how to configure applications in these two environments and how to deploy a complete commercial application from a third party.

Lessons

  • Introduction to apps
  • Understanding the Application Catalog
  • Build the application catalog
  • Add apps to the catalog
  • Add apps to your SharePoint sites
  • Add apps through the Marketplace store
  • Manage app licenses
  • Configure store access settings
  • Application usage tracking

Lab: Application configuration

  • Create and configure an app catalog
  • Add an Office 365 Store app
  • Add an app via the app catalog
  • Add an Azure app
  • Monitor and manage app usage

After completing this module, students will be able to:

  • Understand how apps work in SharePoint Online
  • Learn the differences between store apps and catalog apps
  • Create the Application Catalog site collection
  • Deploy apps to the catalog
  • Add apps to SharePoint sites
  • Understand the difference between Azure apps and SharePoint apps.
  • Deploy an Azure application
  • Understanding Licenses
  • Configure access to the online store marketplace
  • Monitor and manage app usage

Module 8: Enterprise Content Management in SharePoint Online

Enterprise Content Management (ECM) deals with the control and management of data as it is created and stored in SharePoint Online. In this module, you will learn about lifecycle management, document management, and data loss prevention capabilities, eDiscovery, classification, and data governance in SharePoint Online. You will learn how to build various components to help manage ECM such as Document Centers, Policy Centers, and configure policies in the Security & Compliance Center to configure eDiscovery, Labels, and Data Loss Prevention.

Lessons

  • Introduction to ECM in SharePoint Online
  • ECM Components
  • Office 365 and classic compliance
  • Understand on-site document management
  • Configure in-place document management
  • Understand the Records Center
  • Create and configure an archive center
  • Understand the Compliance Policy Center
  • Create a Compliance Rules Center and configure the rules.
  • Explore the Security & Compliance Center
  • Set up an eDiscovery Center
  • Build an eDiscovery case
  • Understanding Data Loss Prevention
  • Create a Data Loss Prevention Policy and Query
  • Working with classification and data governance

Lab: Configuring ECM in SharePoint Online

  • Configure in-place document management
  • Create a document center
  • Create an eDiscovery case
  • Configure DLP

After completing this module, students will be able to:

  • Understand the components of ECM in SharePoint Online
  • Configure in-place document management
  • Create a document center
  • Send data to a record center based on property values
  • Explore the Security & Compliance Center
  • Create eDiscovery cases
  • Discover data based on compliance requirements
  • Understanding Data Loss Prevention (DLP) Prevention
  • Understand governance and data labels
  • Create DLP queries and policies

Module 9: Manage options for SharePoint Online

There are several additional options available for SharePoint Online that are not configured in a specific category. This module covers the configuration and options available in SharePoint and Office 365 for these components. Specific components can include options such as OneDrive management and site classification options, to enabling and configuring Information Rights Management which allows additional security options on items in SharePoint. Finally, you will understand the difference and reasons for using Office 365 Preview options that may affect SharePoint functionality for your users.

Lessons

  • Configure OneDrive features
  • Set up using Yammer or News Feeds
  • Understanding Information Rights Management
  • Configure information rights management
  • Set site classification options
  • Understand Office 365 early release options
  • Configure early release options for your Office 365 tenant
  • Manage access control

Lab: Configure options for SharePoint Online

  • Configure OneDrive options
  • Set site creation options
  • Configure Information Rights Management

After completing this module, students will be able to:

  • Understand the options available for SharePoint Online in Office 365
  • Configure feature options for OneDrive
  • Understand the differences between Yammer options and News Feed
  • Understanding Information Rights Management (IRM)
  • Configure Information Rights Management
  • Enable IRM on SharePoint Libraries
  • Apply IRM policies to items in SharePoint
  • Set site classification options
  • Understand the option to enable pre-release features
  • Enable pre-release features
  • Understand access control options.

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Audience profile

This course is intended for administrators who need to install, configure, and manage SharePoint Online as part of their Office 365 Administration.

Q: What are the tasks of the SharePoint Online administrator?

A: SharePoint administrators set up and manage Microsoft's web-based document collaboration platform SharePoint where Microsoft products enable online collaboration, provide shared file storage, and administer the SharePoint infrastructure.

Q: What are the different levels of administration in SharePoint?

A: In SharePoint Online for Office 365, the levels of administration are divided into three primary roles: Office 365 Global Administrator, SharePoint Online Administrator, and Site Collection Administrator.

Q: What are some of the skills required for a SharePoint administrator?

A: Skills for SharePoint Administrators include having Windows operating system and hardware, Software management, Networking infrastructure services including encryption, security zones, and firewalls, or Business analysis skills to organize and execute SharePoint projects that align with the business workflow.

Q: Who is considered the SharePoint site collection administrator?

A: The SharePoint Site Collection Administrator can be thought of as a Super Owner who has ultimate control over everything in the site collection that can be managed in the web interface. 

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