SharePoint 2016 / Office 365 SharePoint Online
Administration Course Details

Intended for: Administrators / Enterprise Content Managers / Project Managers

The SharePoint Administration class is about enterprise content management and making information consistent across the entire SharePoint deployment. SharePoint provides many advanced document management and information architecture tools that are not obvious out of box, and the goal of this class is understand how these features work and integrate.

Learn the following topics:

  • All the topics covered in the Fundamentals course.
  • SharePoint 2016 deployment options
  • Learn site collection management and understand when to create separate site collections
  • Use site columns, managed metadata service, and content types to keep metadata consistent across site collections
  • Utilize document sets to apply workflows, metadata, and versions to a collection of documents
  • Manage user profiles, audiences, and promoted sites
  • Administer search content sources, managed properties, search centers, and search refinement web parts
  • Understand query rules and entity extraction in search
  • Create external content types and lists using SharePoint Designer
  • Create publishing pages, layouts, and master pages using SharePoint Designer and Design Manager
  • Learn how eDiscovery can help with compliance.
  • Test all of your enterprise content management skills by completing the final project

Core Features

Power User / Site Administrator
    Introduction to SharePoint 2016 / SharePoint Online
  • Overview
  • History
  • What's New
  • How to Make SharePoint Successful
    Sites Organization
  • Content Creation and Organization
    • Site collection
    • Site
    • Top link bar
  • App launcher: SharePoint homepage
  • Site navigation
    • Quick launch bar
    • Site contents
  • Site Templates and Features
    • Features
    • Site template comparison
  • Columns
  • Filters
  • Views
  • Form configuration
  • Versions
  • Alerts
  • Large lists: metadata navigation and indexed columns
  • Search
  • Columns, views, managed metadata
  • Get a link functionality
  • Co-authoring and track changes
  • Syncing using OneDrive for Business
  • Versions
    • When are versions created
    • Check out / Check in
    • Major, minor, and approval
  • Folders vs. metadata
  • Search and Delve
    Pages, Web Parts, Apps
  • Classic and modern pages
  • Types of pages: Wiki, Standard, Modern, Application
  • Web Parts
  • Apps
  • What's not supported in modern pages
    Outlook Groups
  • Navigation
  • Group members and settings
  • Conversations
  • Calendar
  • Group library
  • Planner
  • Personal documents and site
  • User profile
    Personal and social features
  • User Profiles
  • MyAnalytics
  • Yammer
    Classic Tasks and Calendars
  • Tasks
    • Organize for project management
      • Indents
      • Timeline
  • Calendars
    • Connect to Outlook
    • Overlays in SharePoint
    Security and Permissions
  • Authentication vs. authorization
  • Permission levels
  • Site collection administrator
  • SharePoint groups
  • Sharing - Get a link functionality
  • Members groups security
  • External users
    Templates and Publishing Infrastructure
  • Site and list templates
  • Publishing infrastructure and limitations in the modern interface
    Project: Libraries and Lists
  • Research documents
    • Document library with metadata
    • Permissions by folder
    • Views without folders
    • Metadata creation and navigation
  • Project site management
    • Project directory
    • Project site template

    Custom Forms and Workflows

    Business Intelligence Analyst
    Microsoft Flow Basics
  • Events, actions, conditions, dynamic content
  • Create, Run, Check Flow
  • Demo: Training/class sign up
  • Demo: Recurrence, send monthly email
  • Demo: Flow buttons
  • Demo: Document approval
    Workflow deployment
  • Security
  • Seperate site collection
  • Reusable flow
    Microsoft Flow Custom Services
  • JSON and dictionary actions
  • SharePoint REST APIs
  • Read and write data from SharePoint
    Power Apps
  • Form Design
    • Visual layout
    • Logic and rules
    • Validation
    • External data
  • Forms with one to many relationships

    Business Intelligence

    Business Intelligence Analyst
    Business Intelligence Introduction
  • Definition
  • Information collection, analysis, and delivery
  • Microsoft product descriptions
    Excel and Data Modeling
  • Excel Data Model
    • Create tables and identify relationships
    • PowerPivot – advanced data model manipulation
  • Presentation
    • Pivot tables, slides, and charts
    • PowerView
  • Publishing to SharePoint
    • Cloud: or Office 365 SharePoint
    • On premise: SharePoint 2013 or 2016 with BI
    • Publishing options and permissions
    • Pages and web parts
    Excel with PowerPivot
  • Import data and create relationships
  • Calculated columns and DAX
  • Measures, hierarchies, and KPIs
    Excel PowerQuery
  • Getting data using PowerQuery from SharePoint lists and public APIs
  • Publishing to SharePoint or
  • Scheduling data refresh
    Power BI Desktop
  • Datasets
  • Visualizations
  • Reports, Dashboards, Tiles
    Gateways to on premise data
  • Gateways and datasources
    Power BI Security
  • Azure AD users
    • Groups workspaces
  • Dashboard security
  • External sharing and embedding
  • Row level security
  • SharePoint Security


    Enterprise Content Manager / Administrator / Project Manager
    Site Collection Management
  • Definition
  • Why separate site collections
  • Management
    Site Columns
  • Definition
  • Scopes and updates
    Managed Metadata - Taxonomy Term Store
  • Terms sets and term groups
  • Choice Column vs. Managed Metadata Column
  • Enterprise keywords
  • General Recommendations for Taxonomy Development
    Content Types
  • Content type information architecture
    • Hierarchies and inheritance
    • Document templates
    • Workflows
    • Information management policies
  • Use cases
  • Content Type Syndication Hub
    Document sets
  • Metadata and page layouts
  • Versioning and workflows
    User Profiles
  • User Profiles
    • Properties
    • Settings
    • Permissions
    • Audiences
  • My Sites
    • Configuration
    • Promoted sites
    Search Administration
  • Search administration
  • Search Schema – properties and refiners
  • Content search web parts
  • Query suggestions
  • Query rules
  • Analytics
    Final Project
  • Metadata and Search
  • eDiscovery cases
    • eDiscovery sets
    • Sources
    • Custodians
    • Queries
    Using PowerShell in SharePoint Online