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.

Target Audience

The primary audience is IT professionals with experience of Microsoft 365, who want to learn best practice design, deployment, configuration and administration of SharePoint Online.

Prerequisites

• Basic understanding of 'cloud' concepts
• Experience with Microsoft 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.

Important: This course may require the use of Multifactor Authentication (MFA). Please read this page and download the Microsoft Authenticator app (or similar app) prior to attending the course.

Please see the below Microsoft article for further information on reasons for the MFA requirement:

https://learn.microsoft.com/en-us/entra/identity/authentication/concept-mandatory-multifactor-authentication

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