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.

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

Instructors will demonstrate features throughout the event. Optional Lab exercises are available for students to complete within a free commercial Microsoft 365 tenancy provided free of charge for each student by QA. This tenancy lasts for 30 days but can be extended free of charge for another 30 days.

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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

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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


  • 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


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



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



Disabling Delve

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Why choose QA

Special Notices

Please note: Due to the dynamic nature of updates to Office 365 functionality by Microsoft, elements of the syllabus of this course can be subject to change without notice.

Please note: for Attend from Anywhere customers an additional screen is required. The additional screen must have a minimum screen size of 19 inch and minimum resolution of 1280x1024, with the vertical resolution (1024) being the most critical.

This course is one of the unique Microsoft Office 365 QA authored Mastering courses.

Other technical courses within the QA authored curriculum for Office 365 include:

Instructors will demonstrate features throughout the event. Optional Lab exercises are available for students to complete within a free commercial Microsoft 365 tenancy provided free of charge for each student by QA. This tenancy lasts for 30 days but can be extended free of charge for another 30 days.

Dates & Locations

Microsoft 365 learning pathways

Required Star = Required
Certification = Certification
Technical Decision Maker
Office 365 General Administration
Exchange Online/Hybrid
SharePoint Online/Hybrid
Device Management, Identity and Services
Security and Compliance
Modern Desktop
Power Platform
Microsoft Teams
Microsoft Viva

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