Modules

Module 1: Overview of Office 365 and SharePoint Online

This initial module provides a comprehensive introduction to the Office 365 ecosystem, with a specific focus on SharePoint Online. You will gain an understanding of the key components explored in later modules. The module also covers identity management in Office 365 and introduces the tools used to manage and administer the environment. Migration paths to SharePoint Online and hybrid deployment scenarios will also be examined.

Topics Covered

• Introduction to the Office 365 Admin Centre
• Configuring Usage Reporting
• Accessing SharePoint Administration Tools
• Accessing Security and Compliance Features
• Administering Office 365 and SharePoint Online via PowerShell
• Comparing On-Premises SharePoint with SharePoint Online
• User Identity Management in Office 365 and SharePoint Online
• Managing Custom Domains
• Implementing Hybrid Scenarios
• OneDrive and Sites Redirection
• Yammer Integration and Redirection
• Overview of Hybrid Search
• Hybrid Business Data Connectivity
• Hybrid Taxonomy Management

Lab 1: Configuring the Office 365 Environment

• Create a new Outlook.com account
• Provision a new Office 365 Trial
• Install Azure Active Directory PowerShell Module
• Install SharePoint Online Management Shell
• Create Test User Accounts
• Install Microsoft Office 2016

Learning Outcomes

• Identify the core components of SharePoint Online
• Navigate the Office 365 and SharePoint administration portals
• Understand identity and user domain management
• Use PowerShell to manage SharePoint Online
• Explain hybrid deployment strategies

Module 2: Managing Site Collections

This module introduces the architecture of site collections and provides guidance on creating and managing them effectively. You’ll learn about delegated administration, storage configuration, external sharing, and the PowerShell tools used for site collection management. Recovery and deletion options are also discussed.

Topics Covered

• Overview of Classic and Modern Admin Centres
• Creating Site Collections
• Assigning Site Collection Ownership and Security
• Configuring Storage and Quotas
• Enabling External Access to Site Collections
• Recovering Deleted Site Collections
• Managing External Sharing Settings
• Administering Site Collections via PowerShell

Lab 1: Site Collection Management

• Create a site collection via the UI
• Provision a Modern Site Collection
• Create a site collection using PowerShell
• Configure Storage Quotas
• Enable External Sharing
• Restore Deleted Site Collections
• Deploy Content for Future Labs

Learning Outcomes

• Describe the structure and purpose of Site Collections
• Delegate site collection management
• Configure external sharing securely
• Restore and manage site collections
• Utilise PowerShell for site collection tasks

Module 3: User Profile Management

User Profiles are central to collaboration in SharePoint Online. This module explores how to configure profile properties, create custom properties, and manage audiences for targeted content. You’ll also learn about My Site redirection and configuring cleanup processes.

Topics Covered

• Introduction to the User Profile Service
• Defining and Mapping Profile Properties
• Creating Custom Profile Fields
• Creating and Managing Audiences
• User Profile Policies
• Configuring Trusted My Site Host Locations
• Defining Preferred Search Centre Locations
• Managing Permissions for Profile Access
• Configuring Newsfeed Preferences
• Setting Up Email Notifications
• Configuring My Site Cleanup Jobs

Lab 1: User Profile Service Administration

• Create a Custom User Profile Property
• Map Property to a Metadata Term
• Create Audiences for Targeted Content
• Configure Cleanup for Orphaned My Sites

Learning Outcomes

• Understand the purpose and components of the User Profile Service
• Map metadata terms to user profiles
• Define audience targeting rules
• Enforce user profile policies and security
• Configure My Site lifecycle management

Module 4: Integrating External Data Connections

This module focuses on connecting SharePoint Online with external data sources using tools such as PowerApps, Power Automate (Flow), and Power BI. It introduces the Business Connectivity Services (BCS) and Secure Store Service, enabling secure access and display of external data.

Topics Covered

• Introduction to External Data Connections
• Overview of PowerApps, Power Automate and Power BI
• Business Connectivity Services (BCS) Overview
• Understanding and Creating BDC Model Files
• Introduction to the Secure Store Service
• Configuring Secure Store Target Applications
• Setting Up Connections to Cloud and On-Premises Services
• Tools for External Data Integration
• Creating External Content Types
• Building External Lists in SharePoint

Lab 1: Business Connectivity Configuration

• Create a PowerApps Form
• Build an Automated Flow
• Configure a Secure Store Target Application
• Set Up a BCS Connection
• Define an External Content Type
• Create an External List in SharePoint

Learning Outcomes

• Explore integration tools: PowerApps, Power Automate, Power BI
• Implement BCS to surface external data
• Configure Secure Store Service for Single Sign-On
• Create BDC model files
• Build external content types and lists

Module 5: Term Store Administration

The Term Store supports enterprise metadata management and content findability. This module walks you through setting up and managing term groups, sets, and terms using both the UI and PowerShell/CSOM.

Topics Covered

• Term Store Overview and Lifecycle Management
• Creating and Structuring Term Groups and Sets
• Creating and Importing Terms (CSV and UI)
• Managing Terms with Synonyms and Pinning
• Administering via PowerShell and CSOM
• Configuring Delegated Administration

Lab 1: Term Store Management

• Create Term Groups and Sets
• Manage Terms using PowerShell and CSOM
• Use Synonyms and Term Pinning
• Configure Delegated Term Store Administration

Learning Outcomes

• Understand the strategic use of metadata in SharePoint
• Build and manage Term Sets and Terms
• Import and script Term Store data
• Use synonyms and term pinning for content categorisation
• Delegate Term Store administration

Module 6: Search Configuration in SharePoint Online

Search in SharePoint enables users to find and surface content efficiently. This module explores classic vs modern experiences, managed properties, result sources, query rules, and the ability to export/import search configurations.

Topics Covered

• Search Architecture Overview
• Classic vs Modern Search Interfaces
• Managing Search Schema and Properties
• Authoritative Pages and Result Sources
• Customising Search Queries and Rules
• Promoting Content in Results
• Indexing and Deleting Content
• Exporting/Importing Search Settings

Lab 1: Search Configuration

• Execute Classic and Modern Queries
• Create a Custom Result Source
• Export and Import Search Settings

Learning Outcomes

• Distinguish between modern and classic search
• Extend search with managed properties
• Customise and refine results with query rules
• Promote search results effectively
• Transfer search configurations between sites

Module 7: Application Management in SharePoint Online

This module covers deploying and managing SharePoint Apps via the App Catalogue and Office Store. You’ll also explore app licensing, usage monitoring, and deploying Azure-based apps.

Topics Covered

• Introduction to SharePoint Apps
• App Catalogue Configuration
• Installing and Deploying Apps
• Adding Apps from the Store
• App Licensing Management
• Controlling Store Access
• Monitoring App Usage and Performance

Lab 1: Application Deployment and Monitoring

• Configure the App Catalogue
• Install Apps from Office Store
• Add Apps via App Catalogue
• Deploy an Azure App
• Monitor App Usage

Learning Outcomes

• Understand the app lifecycle in SharePoint Online
• Deploy and manage both store and custom apps
• Differentiate Azure and SharePoint-hosted apps
• Manage licensing and access control
• Monitor app usage and adoption

Module 8: Enterprise Content Management (ECM) in SharePoint Online

This module introduces ECM strategies in SharePoint including record management, classification, and compliance features like eDiscovery and Data Loss Prevention (DLP).

Topics Covered

• Overview of ECM in SharePoint Online
• ECM Components and Services
• Records Management and Records Centre Configuration
• Building Policy Centres
• Security and Compliance Centre Features
• eDiscovery Centre Setup and Case Management
• Data Loss Prevention Policies
• Classification and Data Governance

Lab 1: ECM Configuration

• Enable In-Place Records Management
• Build a Records Centre
• Configure an eDiscovery Case
• Implement a DLP Policy

Learning Outcomes

• Understand ECM capabilities and tools
• Configure record retention and lifecycle controls
• Deploy eDiscovery and policy centres
• Apply data classification and labels
• Create and monitor DLP policies

Module 9: SharePoint Online Advanced Options and Settings

This module covers advanced configuration options in SharePoint and Office 365, including Information Rights Management (IRM), OneDrive policies, and enabling early release features.

Topics Covered

• OneDrive Configuration Options
• Yammer vs Newsfeed Feature Management
• Understanding and Enabling IRM
• Site Classification Settings
• Office 365 Release Management
• Access Control and Conditional Access Settings

Lab 1: Advanced Feature Configuration

• Configure OneDrive Features and Limits
• Define Site Creation and Classification Policies
• Enable and Test IRM in SharePoint

Learning Outcomes

• Configure extended options for SharePoint Online
• Enable and manage Information Rights Management
• Understand Yammer and Newsfeed feature differences
• Set up early release options for your Office 365 tenant
• Control access with compliance and security policies