About this course (3 Day)

This course will introduce the audience to SharePoint Online Administration in Office 365 and explain and demonstrate the configuration options for SharePoint Online. The course is appropriate for existing SharePoint on-premises administrators and new administrators to Office 365 who need to understand how to correctly setup SharePoint Online for their company. The course will also help SharePoint on-premise administrators understand the differences between SharePoint on-premises and SharePoint Online.

At course completion

After completing this course, students will be able to:

Understand the architecture of SharePoint Online
Have knowledge of all the components in SharePoint Online
Have on hands on experience configuring the components of SharePoint Online
Have hands on experience configuring the options
Work with Site Collections and storage options
Manage user profiles and social profiling
Understand and configure data connectivity in SharePoint Online
Build a taxonomy structure
Understand and configure Search in SharePoint Online
Configure and deploy apps
Understand and define Enterprise content management and data loss prevention.
Configure additional options and features in SharePoint Online such as Information Rights Management

Office 365 Roles

https://support.office.com/en-us/article/assign-admin-roles-in-office-365-for-business-eac4d046-1afd-4f1a-85fc-8219c79e1504

SharePoint Online Role

https://support.office.com/en-us/article/about-the-sharepoint-online-admin-role-f08144d5-9d50-4922-8e77-4e1a27b40705

Course Outline

Module 1 – Intro

Introduction to Office 365 and SharePoint Online

Introduction to SharePoint Online
https://docs.microsoft.com/en-us/sharepoint/introduction

SharePoint Online Limits
https://docs.microsoft.com/en-us/office365/servicedescriptions/sharepoint-online-service-description/sharepoint-online-limits

Lab A : Configuring a Tenant and Tools

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 to your client

Module 2 – Site Collections

Working with Site Collections

New SharePoint Admin Center
https://docs.microsoft.com/en-us/sharepoint/get-started-new-admin-center

Office 365 Admin Center
https://docs.microsoft.com/en-us/office365/admin/admin-overview/about-the-admin-center?view=o365-worldwide

Resource Quota no longer applies
https://support.office.com/en-us/article/manage-sharepoint-online-server-resource-quotas-90e4eaaa-899a-48d6-b850-f272366bf8cc?ui=en-US&rs=en-US&ad=US

https://techcommunity.microsoft.com/t5/SharePoint/Best-Practices-for-Site-Collection-Resource-Settings/td-p/41223

Recycle Bin
http://krossfarm.com/?p=2094

Office 365 Groups
https://docs.microsoft.com/en-us/sharepoint/let-users-connect-classic-sites-to-groups

More on Groups
https://sharepointmaven.com/an-overview-of-different-types-of-security-groups-in-sharepoint-and-office-365

Lab B : Working with Site Collections

Create a new site collection using the UI
Create a new site collection using PowerShell
Configure Storage Quotas
Configure external sharing
Restore site collections
Create a sub site and deploy content for later labs

Module 3 – UPSA

Managing User Profiles

Lab C: Working with User Profile service

Create a new custom user profile property
Create a custom property mapped to a metadata term
Create an Audience using profile properties and target content
Configure My Site cleanup accounts

Module 4 – BCS

Manage Business Connectivity Services

Manage Business Connectivity Service Applications
https://docs.microsoft.com/en-us/sharepoint/manage-business-connectivity-service-applications

Lab D: Managing Business Data Connectivity Services

Create a new secure store application
Create a new BCS BDC connection
Create an external content type
Create a new external list to leverage the external data

Module 5 – Term Store

Managing the Term store or Managed Metadata

Introduction to managed metadata
https://docs.microsoft.com/en-us/sharepoint/managed-metadata

Lab E : Managing the Term Store

Create a Term Group and Term Set
Manage Terms with PowerShell and CSOM
Manage Terms with synonyms and pinning
Configure delegated administration

Module 6 – Search

Configuring Search

Overview of search in SharePoint Online
https://docs.microsoft.com/en-us/sharepoint/overview-of-search

Lab F: Configuring Search

Create a new managed property
Create a new result source
Create a query rule
Create a custom search web part
Export the search configuration

Module 7 – Apps

Configuring Apps

Plan customizations, solutions, and apps for SharePoint Online
https://docs.microsoft.com/en-us/sharepoint/extend-and-develop

Opting out of the modern list and library experience
https://docs.microsoft.com/en-us/sharepoint/dev/transform/modernize-userinterface-lists-and-libraries-optout

Getting started with the SharePoint modernization scanner
https://docs.microsoft.com/en-us/sharepoint/dev/transform/modernize-scanner

Lab G : Configuring Apps

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

Module 8 - ECM

Enterprise Content Management in SharePoint Online

eDiscovery – note both US and GB
https://docs.microsoft.com/en-us/office365/securitycompliance/ediscovery-cases
https://docs.microsoft.com/en-gb/office365/securitycompliance/ediscovery-cases

Lab H : ECM in SharePoint Online

Configure In-Place Records Management
Create a Records Center
Create an eDiscovery case
Create a compliance policy center
Configure DLP

Module 9 – Features

Manage options for SharePoint Online

Alternate Email Address (edit user role)
https://docs.microsoft.com/en-us/office365/admin/add-users/assign-admin-roles

IRM – up to one hour
https://docs.microsoft.com/en-us/office365/securitycompliance/set-up-irm-in-sp-admin-center

Lab I : Configure options for SharePoint Online

Configure Tenant wide classic list and library experience
Define Site creation options
Configure Information Rights Management

Setup Lab A

Logon Information

User zoe@ckXXXX.onmicrosoft.com where XXXX is your birth date and year

Password NH-1Train

Create a new Office 365 Tenant

In this exercise you will Create a new Office 365 E3 Trial tenant and you will use the newly created Outlook.com email as your contact email address for the new tenant. You will again need a mobile phone to verify the account creation.

1.Open Internet explorer or Edge and browse to the following URL https://products.office.com/en-gb/business/compare-more-office-365-for-business-plans

2.Scroll to the bottom of the page, click more details and under the Enterprise E3 column select ‘free trial’ (TheE3 will allow you to create up to 25 users for testing purposes.

3.On the E3 Trial getting started page add the following information for a user:

First Name = Zoe

Last name = Watson

Business email address = Enter your outlook.com email address here.

Business phone number = Add any number doesn’t have to exist.

Company Name = CKXXXX – where XXXX is a number combination of your choice. i.e.CK9999

Organizational size = 10-24

4.Click Next

5.On the next page use the following values for your ID and password:

a.Username = Zoe

b.Your company = CKXXXX use the same value you used in the previous steps.

c.Password = NH-1Train

Install Azure Active Directory PowerShell

In order to manage user and groups in Office 365 in PowerShell you need to install the Azure Active Directory PowerShell modules. Prior to installing the PowerShell modules, you must however install the pre-requisite ‘Microsoft Online Services Sign-In Assistant for IT Professionals.

1.Open Internet Explorer or Edge and browse to the following url

http://aka.ms/t01i1o

2.Click on download and select the en\msoidcli_64.msi file

3.Click Next

4.After it has finished downloading Run the installer.

5.Accept the license and Install the program.

6.Click Finish.

7.Open Windows PowerShell – run as administrator

**Note** The following command requires PowerShell V5 or above

8.Type install-module MSOnline and press enter

8a.Type Y and Enter and then Y and enter again to complete.

9.Run the following commands in order:

9a.$Credential = get-credential

9b.Import-Module MSOnline

9c.Connect-MsolService –Credential $Credential

9d.Get-MsolUser

The last command will test that the module is installed and working correctly. No errors should be experienced.

You now have the Azure active directory modules loaded. You can now move on to the next exercise to install the SharePoint management shell.

Install SharePoint Online Management Shell

In this part of the exercise you will install the PowerShell module for managing SharePoint Online and test that you can connect.

1. Open Internet explorer or Edge and open the following URL http://aka.ms/f04q5o

2.Click on Download

3.Select the sharepointonlinemanagementshell_6112-1200_x64_en-us.msi file and click next

4.Click ‘Run’ after the file has downloaded.

5.Accept the license and click Install and then Finish once complete.

Setup Lab B

https://www.paypalobjects.com/en_AU/vhelp/paypalmanager_help/credit_card_numbers.htm

Setup Lab D

SharePoint Designer – Select 32 or 64 bit based on your OS – OLL uses 64 bit
http://www.microsoft.com/en-GB/download/details.aspx?id=35491
Run the installer

SharePoint Designer 2013 64 bit SP1
https://www.microsoft.com/en-us/download/details.aspx?id=42009
Run the installer

SharePoint Designer 2013 32 bit SP1
http://www.microsoft.com/en-gb/download/details.aspx?id=42015
Run the installer

Setup Lab E

Locations Term Set using PowerShellISE and CSOM (Client Side Object Model).

Browse to the following site, download and install the 64 bit SharePoint client components

https://www.microsoft.com/en-us/download/details.aspx?id=42038

**Note** This is the latest version of the CSOM client specifically for SharePointOnline.

After the install has finished ensure the ISAPI files are now available in C:\ProgramFiles\Common Files\microsoft shared\Web Server Extensions\16\ISAPI

Open PowerShell ISE – Run as Administrator

Type the following command in and press enter

Set-executionpolicy unrestricted

Say ‘yes to all’ on the pop up.

Setup Lab H

eDiscovery
https://protection.office.com Legacy UI

Appendix

Azure Portal App
https://portal.azure.com/App/Download

Office 365 - Start Here
http://thecloudengineer.blogspot.com/2012/04/office365.html

Office 365 Groups

Overview of Office 365 Groups
https://docs.microsoft.com/en-us/office365/admin/create-groups/office-365-groups

Manage Who Can Create Office 365 Groups
https://docs.microsoft.com/en-us/office365/admin/create-groups/manage-creation-of-groups

Office 365 Group Sites

Office 365 Admin > Usage Reports > SharePoint Site Usage. Add the column for Root Site and export to Excel. Filter in Excel by Group type

One Drive

OneDrive for Business - Content deleted in 7 days - Active User
https://answers.microsoft.com/en-us/msoffice/forum/all/onedrive-for-business-contents-will-be-deleted-in/7cf0f270-73f3-499c-bad7-868ed11a9469

When a user's license is removed – 30 day grace period
https://docs.microsoft.com/en-us/office365/admin/subscriptions-and-billing/remove-licenses-from-users?view=o365-worldwide&tabs=One

SPD – SharePoint Designer

SharePoint Designer – Select 32 or 64 bit based on your OS – OLL uses 64 bit
http://www.microsoft.com/en-GB/download/details.aspx?id=35491
Run the installer

SharePoint Designer SP1
https://support.microsoft.com/en-us/help/2817441/description-of-microsoft-sharepoint-designer-2013-service-pack-1-sp1

Update for SharePoint Designer 2013 – August 2016
https://support.microsoft.com/en-us/help/3114721/august-2-2016-update-for-sharepoint-designer-2013-kb3114721