Mastering SharePoint Online - Design, Architecture and Best Practice

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.

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

Prerequisites

• Basic understanding of 'cloud' concepts
• Experience with Office 365 core components such as user IDs
• Familiarity with SharePoint use either Office 365 or on premise. Delegates should have knowledge and experience of basic SharePoint concepts such as sites, pages, lists, libraries, basic features and have the skills to navigate through a basic site interface. Delegates can gain this knowledge by attending QA's 'Microsoft SharePoint Online End User Level 1' course.
• 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.

Learning Outcomes

• Thorough knowledge of the components of Sharepoint Online including comparison of modern and classic sites and related functionality
• 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.
• Best practice security for both internal and external user sharing including securing Modern team site creation and guest access via Office 365 Group and Office 365 Teams management
• ECM design and deployment including content types, document sets, content organizer and document ID’s
• Sharepoint Online records management capabilities
• Sharepoint Online integration with IRM
• Sharepoint Online Apps concepts, deployment and management
• Sharepoint Online Social features including bulk profile photo management and Delve concepts, best practice and configuration
• Sharepoint Online Search concepts and best practice configuration including schema management, result sources, query rules to build user centric search solutions, result types and display templates
• Sharepoint Online Data Import and 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 Online Introduction

• SharePoint Online Features
• SharePoint Components
• Intelligent Intranet
• Delve
• Microsoft 365 RoadMap
• Sharepoint “What's New” Site
• Sharepoint Intrazone
• Sharepoint PitStop - Monthly
• Modern Site Mobile Views
• SharePoint Online Admin Centres
• SharePoint Online Management Shell
• Using Windows PowerShell to manage SharePoint Online
• PnP PowerShell
• PnP Solutions
• Microsoft Github – SharePoint
• Lab 1.1 Sign up to an Office 365 E3 trial and create sample users
• Lab 1.2 Sharepoint Online Management Shell and PNP Powershell

Module 2 Sharepoint Online Sites and Navigation

• Creating and Managing Sites
• SharePoint Site Pages
• SharePoint Page Types
• Page Recommendations
• PnP Provisioning Service and Design Guidance
• Classic SharePoint Page Branding
• Modern Page Branding
• Defining Site Collection Creation Options for End Users
• Controlling Sub Site Creation
• Sharepoint Site Designs and Scripts
• SharePoint Site Content
• Site Functionality
• Classic Sites vs. Modern Sites
• Modern Team Sites
• Classic and Modern Site “Groupification”
• Office 365 Groups
• Modern Communication Sites
• Enable the communication site experience on classic team sites
• Programmatically creating Modern Team or Communication Sites
• Modern Site Considerations
• Sharepoint Home Sites
• SharePoint Modern Site Classifications
• PNP Starter Kit
• PNP Modernization Tools and Guidance
• Automatic Classic Site Modernization
• Sharepoint Online Site Swap
• Site URL Renaming
• PnP Provisioning Engine
• When to create a new site
• Site Collections
• Site Settings Inheritance
• Site Collection Administrator Capabilities
• Site Collection Quotas
• Deleting and restoring Site Collections
• Deciding between a Single Site Collection vs Multiple Site Collections
• Site Architecture and Navigation Relationship
• Lab 2.1 Creating Classic and Modern Site Collections
• Lab 2.2 Office 365 Groups and Teams Management
• Site Navigation
• Classic vs. Modern Navigation
• Classic Site Navigation
• Structural Navigation
• Managed Navigation
• Pinned Navigation
• Lab 2.3 Managing Site Navigation
• Search Driven Navigation
• Comparing Classic Site Navigation Options
• Lab 2.4 Search Driven Navigation
• Modern Team Site Navigation
• Modern Communication Site Navigation
• Cascading vs Mega Menu Navigation
• Modern Site Navigation Updates and Documentation
• Hub Sites
• Hub Site Benefits
• Hub Site Limitations
• Lab 2.5 Configuring Hub Sites

Module 3 Sharepoint Online Content Management

• Columns and Content Types
• Searching using metadata
• Publishing Content Types via Content Type Hub
• Document Library File Template Management
• Document Sets
• Document IDs AKA Durable Links
• Content Organizer
• Sharepoint Online Managed Metadata
• Lab 3.1 Sharepoint Content Types
• Folders vs. Metadata
• Using Folders and Metadata Together
• Term Driven Navigation – Classic Only
• Configuring Term Driven Navigation
• Lab 3.2 Sharepoint Term Driven Navigation – Classic Only

Module 4 Sharepoint Online Records Management

• Sharepoint Online Records Management
• Planning for Records Management
• eDiscovery Holds
• Retention Policies
• Office 365 Retention Labels
• Records Overview
• Sharepoint Online Record Features
• Creating Retention Labels
• File Plan Descriptors
• Retention Settings
• Retention Label Publishing
• Automatic Retention Label Application
• Lab 4.1 Office 365 Retention Labels
• Lab 4.2 Event Driven Retention
• Classic SharePoint Online Records Management
• In Place Records Management
• Site Collection in place records settings
• Sharepoint Records Centres
• Common Records Center Management Tasks
• Lab 4.3 SharePoint Online Records Center – Optional

Module 5 Sharepoint Online Security

• SharePoint Online Permissions
• Classic vs Modern Site Permission Management
• Sharepoint Modern Team Sites
• Access Requests
• Member Sharing options
• Permission levels
• Bespoke Permission Levels
• Granting Explicit Permissions
• SharePoint Groups
• Sharepoint Group Best Practice
• Recommended Sharepoint Online Group Model
• Special SharePoint Groups
• Permission Inheritance
• Breaking Inheritance
• Granting Permissions
• Checking Permission
• “Sharing” SharePoint Items
• Sharing a Site
• Sharing a Document Library/List
• Sharing a Folder or Items
• Modern UI folder or item sharing
• Modifying and Removing Permissions
• Sharepoint Online Permissions via PowerShell
• Sharepoint Online Permissions Best Practice
• Lab 5.1 SharePoint Online Permissions
• Conditional Access
• Lab 5.2 Conditional Access

Module 6 Sharepoint Online External Sharing

• SharePoint External Sharing
• Authenticated External User sharing
• Authenticated External User Link Management
• Anonymous Access Links
• Modern Team Sites Guest Access
• Office 365 Group external access administration
• Controlling Guest Access to Office 365 Groups
• Determining Guest Access for Office 365 Groups
• Blocking Guest access for a speicific Office 365 Group
• Allow/Block 365 Group Access per domain
• Sharepoint Online External sharing administration
• Tenant Level External Sharing Administration
• Advanced settings for external sharing
• File and Folder Links
• Show to owners the names of people who viewed their files
• Classic Sharing Settings
• Site Collection External Sharing Options
• Powershell External Sharing
• Sharepoint Online External Sharing Alerts, Auditing and Reporting
• Lab 6.1 SharePoint External Sharing

Module 7 Sharepoint Online Information Protection

• Information Rights Management Overview
• What is Azure Rights Management (Azure RMS)?
• Activating Azure Rights Management
• Firewall Requirements for Azure RMS
• Azure RMS Super Users
• When are Super Users Required
• SharePoint Online Content Protection
• Office 365 Sensitivity Labels
• Sensitivity label features
• Sensitivity Label External User Access
• Sensitivity Label Policies
• Editing or deleting a sensitivity label
• View label usage with label analytics
• Lab 7.1 Office 365 Sensitivity Labels
• SharePoint Online IRM Integration (Optional)
• Sharepoint IRM Limitations
• Integrating SharePoint Online with Azure Rights Management
• Applying IRM Protection to a List or Library
• Lab 7.2 SharePoint Online IRM (Optional

Module 8 Sharepoint Online App Management

• SharePoint Apps
• App Permissions
• App Permissions Scopes
• SharePoint Store
• Sharepoint App Licensing
• Sharepoint Online Admin App Settings
• Sharepoint Online App Catalog
• Controlling Access of Apps from Sharepoint Store
• Deploying Organization Apps
• Centrally Deploying Apps from the App Catalog
• Monitoring an app
• Removing an App
• Site Collection App Catalog
• Lab 8.1 Sharepoint Online App Management

Module 9 Sharepoint Online Social Features

• Sharepoint Online Social Features
• Office 365 Social Tools
• Sharepoint Online User Profiles
• Sharepoint Online User Profile Synchronization
• User Profile Picture Solutions
• Administering User Profiles
• Managing Individual User Profiles
• Lab 9.1 Managing Sharepoint Online User Profiles
• Sharepoint Online Audiences
• Creating Audiences
• Problems with Audiences
• Manage Policies
• My Sites - Now OneDrive for Business
• Secondary Site Collection Admin
• Delve
• HidefromDelve attrribute
• Disabling Delve
• Lab 9.2 Delve

Module 10 Sharepoint Online Search

• Classic vs Modern Search Experience
• Modern vs Classic customizations
• SharePoint Classic Search Configuration
• Redirecting Search Box Searches
• Additional Search Center Sites
• Global Search Center URL
• Managing the Search Schema
• Query Suggestions
• Admin Suggestion Settings
• Result Sources
• Query Rules
• Using Promoted Results in a Query Rule
• Using Result Blocks in a Query Rule
• Lab 10.1 Sharepoint Online Search
• Result Types and Display Templates
• Display Templates Used in the Search Results Web Part
• Preventing Search Results Appearing
• Usage and Search Reports
• Import and Export Custom Search Configuration Files
• Modern Search Configuration

Module 11 Sharepoint Online Monitoring and Reporting

• Sharepoint Online Monitoring and Reporting
• Site Usage
• SharePoint Online Auditing
• Auditing in the Office 365 Security & Compliance Center
• Activities Audited in Office 365
• Integrating 365 Audit logs into Azure Sentinel
• Office 365 Sharepoint Online Reports
• 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 Online Monitoring and Reporting
• Microsoft 365 Cloud App Security
• SharePoint Online Forum
• Monitoring Services in Office 365
• Service Health
• Support Options for SharePoint Online in Office 365
• Online Support
• Service Requests

Module 12 Sharepoint Online Migrations

• Why Migrate to Sharepoint Online
• Challenges to Sharepoint Online Migrations
• Microsoft Options for Sharepoint Online Migrations
• Migration Stages
• Stage 1 Prepare and Assess
• SharePoint Migration Assessment Tool
• Stage 2 – Migrating Data into Sharepoint Online
• The Sharepoint Migration Tool
• SPMT Advanced settings
• Sharepoint Migration Manager
• Migration Manager Global/Task Settings
• Mover.io
• Stage 3 & 4 Post Migration and reducing Business Impact
• Converting users to adopters
• Third Party Migration Tools
• Migration of customizations