SharePoint Online for Administrators

Session Detail:    Classroom 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 set up SharePoint Online for their company. The course will also help SharePoint on-premise administrators understand the differences between SharePoint on-premises and SharePoint Online.


No previous knowledge is required to attend this course

Who Can Benefit

This course is designed for Administrators who need to set up, configure, and manage SharePoint Online as part of their Office 365 Administration.

Session Outline

Class Outline

Module 1: Introduction to Office 365 and SharePoint Online

  • Lesson 1: Introduction to the Office 365 Administration Center
  • Lesson 2: Configure Reporting
  • Lesson 3: Accessing SharePoint management tools
  • Lesson 4: Accessing security and compliance
  • Lesson 5: Managing Office 365 and SharePoint Online with PowerShell
  • Lesson 6: Comparing On-Premises SharePoint with SharePoint Online
  • Lesson 7: User identity in Office 365 and SharePoint Online
  • Lesson 8: Managing user domains
  • Lesson 9: Building Hybrid scenarios
  • Lesson 10: OneDrive and Sites redirection
  • Lesson 11: Yammer redirection
  • Lesson 12: Understand hybrid search
  • Lesson 13: Hybrid business data connectivity
  • Lesson 14: Hybrid taxonomy

After completing this module, students will be able to:

  • Describe the key components of SharePoint Online
  • Navigate Office 365 and SharePoint admin centers
  • Understand identity management
  • Understand how to manage the environment in PowerShell
  • Understand hybrid scenarios

Module 2: Working with Site Collections

  • Lesson 1: Introduction to classic and modern admin centers
  • Lesson 2: Creating Site Collections
  • Lesson 3: Defining ownership and security for site collections
  • Lesson 4: Configuring Storage
  • Lesson 5: Configure External Access to site collections
  • Lesson 6: Recovering site collections
  • Lesson 7: Configure external sharing
  • Lesson 8: Managing site collections with PowerShell

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

  • Lesson 1: Overview of the profile service
  • Lesson 2: Defining profile properties
  • Lesson 3: Map profile properties to a term store
  • Lesson 4: Creating custom profile properties
  • Lesson 5: Managing audiences
  • Lesson 6: Creating audiences
  • Lesson 7: Managing user profile policies
  • Lesson 8: Configure trusted my site host locations
  • Lesson 9: Configure preferred search center locations
  • Lesson 10: Defining read access permission levels
  • Lesson 11: Configuring newsfeed options
  • Lesson 12: Set up email notifications
  • Lesson 13: Configure my site cleanup

After completing this module, students will be able to:

  • Understand the profile service in SharePoint Online
  • Create a custom property mapped to a metadata term
  • Define profile policies and security control
  • Create and manage audiences
  • Define management of my sites when a users my site is deleted

Module 4: Working with Data Connections

  • Lesson 1: Introduction to Data Connections
  • Lesson 2: Overview of PowerApps, Flow and PowerBi
  • Lesson 3: Overview of the business connectivity service
  • Lesson 4: Introduction to BDC definition files
  • Lesson 5: Creating BDC definition files
  • Lesson 6: Introduction to the secure store service
  • Lesson 7: Configuring the secure store service
  • Lesson 8: Creating secure store target application settings
  • Lesson 9: Configure connections to cloud services
  • Lesson 10: Configure connections to on-premises services
  • Lesson 11: Tools to build data connections
  • Lesson 12: Creating external content types
  • Lesson 13: Building external lists using external data

After completing this module, students will be able to:

  • Describe the key features of data connection options in SharePoint Online
  • Learn about using PowerApps, Flow and Power Bi
  • An Overview of the business connectivity services
  • Introduction to the Secure Store Service
  • Understand the architecture of BCS and Secure store
  • Learn how to build XML definition files for use in the BCS service
  • Configure Single sign-on credentials to external data sources
  • Build external content types
  • Create external lists

Module 5: Managing the Term store

  • Lesson 1: Overview of the term store
  • Lesson 2: Understanding terms and life cycle management
  • Lesson 3: Creating term groups
  • Lesson 4: Creating the term store
  • Lesson 5: Creating Term Sets in the UI
  • Lesson 6: Creating Term Sets via importing via a CSV
  • Lesson 7: Creating terms in the UI
  • Lesson 8: Creating terms via PowerShell and CSOM
  • Lesson 9: Manage terms with synonyms and pinning
  • Lesson 10: 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 enable better search and findability
  • Build term stores and terms
  • Manage terms through synonyms and pinning
  • Create terms via PowerShell
  • Delegate administration rights
  • Add terms to content and profiles

Module 6: Configuring Search

  • Lesson 1: An Introduction to the search service
  • Lesson 2: Classic versus Modern search experience
  • Lesson 3: Understanding Managed Properties
  • Lesson 4: Create Managed Properties
  • Lesson 5: Manage Authoritative pages
  • Lesson 6: Understand Result sources
  • Lesson 7: Create and configure result sources
  • Lesson 8: Understand Query rules
  • Lesson 9: Promoting results through query rules
  • Lesson 10: Remove search results from the index
  • Lesson 11: Exporting search configurations
  • Lesson 12: Importing search configurations

After completing this module, students will be able to:

  • Understand the search service for classic and modern templates
  • Configure managed properties and extend the search schema
  • Define Authoritative pages
  • Understand result sources
  • Configure new result sources
  • Apply result sources to search queries
  • Understand query rules
  • Promote results through query rules
  • Removing search results from the index
  • Export search configurations
  • Import Search configurations

Module 7: Configuring Apps

  • Lesson 1: An Introduction to Apps
  • Lesson 2: Understanding the App Catalog
  • Lesson 3: Building the App catalog
  • Lesson 4: Adding Apps to the catalog
  • Lesson 5: Add Apps to your SharePoint sites
  • Lesson 6: Adding Apps via the marketplace store
  • Lesson 7: Manage App licensing
  • Lesson 8: Configure store access settings
  • Lesson 9: Monitoring 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
  • Build the app 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 app
  • Understand licensing
  • Configure access to the online store marketplace
  • Monitoring and managing app usage

Module 8: Enterprise Content Management in SharePoint Online


  • Lesson 1: An Introduction to ECM in SharePoint Online
  • Lesson 2: Components of ECM
  • Lesson 3: Office 365 versus classic compliancy
  • Lesson 4: Understanding In-Place records management
  • Lesson 5: Configure In-Place records management
  • Lesson 6: Understanding the records center
  • Lesson 7: Build and configure a records center
  • Lesson 8: Understanding the compliancy policy center
  • Lesson 9: Build a compliance policy center and configure policies
  • Lesson 10: Discover the security and compliance center
  • Lesson 11: Configure an eDiscovery center
  • Lesson 12: Build an eDiscovery case
  • Lesson 13: Understand data loss prevention
  • Lesson 14: Build a data loss prevention policy and query
  • Lesson 15: Working with classification and data governance

After completing this module, students will be able to:

  • Understand the components of ECM in SharePoint Online
  • Configure In-Place records management
  • Build a records center
  • Send data to a records center based on property values
  • Discover the security and compliance center
  • Build eDiscovery cases
  • Discover data based on compliance requirements
  • Understand Data Loss Prevention (DLP)
  • Understand governance and data labels
  • Build DLP queries and policies


Module 9: Manage options for SharePoint Online

  • Lesson 1: Configure OneDrive features
  • Lesson 2: Configure use of Yammer or Newsfeeds
  • Lesson 3: Understand Information Rights Management
  • Lesson 4: Configure Information Rights Management
  • Lesson 5: Define site classification options
  • Lesson 6: Understand early release options for Office 365
  • Lesson 7: Configure Early release options for your Office 365 tenant
  • Lesson 8: Manage Access Control

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 and Newsfeed options
  • Understand Information Rights Management (IRM)
  • Configure Information Rights Management
  • Enable IRM on SharePoint libraries
  • Apply IRM policies to items in SharePoint
  • Define site classification options
  • Understand the option for enabling early release features
  • Enable early release features
  • Understand Access control options

Need to train your team?

All of our sessions can be customized to meet your team’s specific needs. Build the perfect program by picking and choosing topics from any of the courses in our catalog. A personalized private session gives you the ultimate flexibility and helps maximize your team’s valuable time!

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SharePoint Online for Administrators

3 Day


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