- Published 6/3/2015
- 1st Edition
Deliver world-class collaboration capabilities through the cloud
Use SharePoint Online to provide today’s most advanced collaboration capabilities--without managing your own infrastructure! This concise reference will help you configure and manage SharePoint Online to meet your requirements for functionality, performance, and compliance. Bill English covers user profiles, security, search, records management, App Catalogs, metrics, and more--to derive maximum value from SharePoint Online.
Master the specific skills you need to deploy and run SharePoint Online
- Choose the version of SharePoint Online that is best for you
- Manage profiles, properties, audiences, permissions, policies, and MySite settings
- Use Business Connectivity Services to make SharePoint Online your central hub for all business information
- Make the most of SharePoint search, indexing, and records and document management
- Create and manage security and App Catalogs
- Solve the core issues of governance, risk, compliance, taxonomies, and training
Table of Contents
Introduction xi
Chapter 1: An overview of the SharePoint Admin Center 1
Comparing the different SharePoint Online versions 2
Finding the SharePoint Admin Center in Office 365 4
A brief walkthrough of the SharePoint Admin Center interface 5
Managing site collections 7
Contribute 7
Manage 9
Public website 15
Site Collection Recycle Bin 16
InfoPath 17
Summary 19
Chapter 2: Managing user profiles 21
Introduction to user profiles, audiences, and My Sites 22
People 24
Manage user properties 26
Manage subtypes 28
Manage audiences 29
Manage user profile permissions 32
Manage policies 33
Organizations 34
My Site settings 38
My Site setup 38
Configure trusted-sites locations 41
Map an account through different membership providers 42
Manage promoted sites 43
Publish links to Office client applications 45
OneDrive for Business 45
Summary 48
Chapter 3: Working with Business Connectivity Services 49
The benefits of using Business Connectivity Services 50
External lists 51
Searching external data in SharePoint Online 59
What is an administrator’s role with Business Connectivity Services? 59
Data aggregation in SharePoint Online 60
Connecting to external data sources 61
Connecting to OData 61
Authentication 69
Configuring Secure Store 69
Authorization 70
Creating a BCS solution in a hybrid environment 72
Summary 73
Chapter 4: Managing a term store 75
Putability 76
Term-store concepts 78
Term-store administration 79
Managing term groups 81
Managing term sets 82
Term set properties 84
Managing terms and term properties 86
Term properties 88
Content types and the Content Type Publishing Hub 94
Content type settings 96
Managing navigation and local term sets 103
Creating a local term set 104
Summary 106
Chapter 5: Records management 107
In-Place Records Management 108
Record declaration settings 108
Automatic declaration 111
Creating and managing records in the records center 112
Creating a records center 115
Create and syndicate content types 116
Automatic records declaration 119
Configure the Send To link 119
Content Organizer 121
Routing the document 124
Using workflows to move the document 125
Managing the records center 125
Document IDs 128
Summary 128
Chapter 6: Configuring search 129
Relevance, precision, and recall 130
Analytics processing 131
Managing the search schema 132
Using managed properties and Delve 134
Configuring managed properties 135
Creating a new managed property 138
Managing search dictionaries and query suggestions 140
Managing query spelling correction 140
Query suggestion settings 141
Managing authoritative pages 142
Managing result sources 143
Query rules 146
Query client types 150
Removing search results 150
Viewing usage and search reports 151
Search center settings 154
Exporting and importing search configurations 154
Search Navigation web parts 155
Changing the settings for the Search Navigation web part 155
Changing the display name or the URL of a search vertical 157
Search Refinement web part 159
Basic Search Center information 161
Summary 161
Chapter 7: Securing information 163
Company data on employee hardware 165
Introduction to Microsoft Intune 167
A brief overview of Azure Active Directory 173
Additional security features for SharePoint Online 178
Data integrity and encryption 179
Summary 187
Chapter 8: Working with apps 189
Creating an app catalog site 190
Purchase apps from the SharePoint Store 192
Managing app licenses 196
Configure the Store settings 198
Monitor apps 199
Manage app permissions 201
Summary 203
Chapter 9: Administrating general settings 205
Top Navigation Bar User Experience settings 207
Admin Center Experience settings 208
Enterprise Social Collaboration settings 209
Streaming Video Service settings 210
Global Experience Version settings 211
Information Rights Management (IRM) settings 212
Start A Site settings 213
Custom Script settings 215
Preview Features settings 216
Access Apps 216
Summary 217
Chapter 10: Site-collection administration 219
Governance honeycomb 221
User-adoption principles 227
Relative advantage 228
Compatibility 228
Complexity 229
Trialability 229
Observability 229
User-adoption groups 230
Innovators: Venturesome 230
Early Adopters: Respect 231
Early Majority: Deliberate 231
Late Majority: Skeptical 231
Laggards: Traditional 231
Other notes on adoption 231
Feature discussions 232
Shared administrative configurations 239
The connection between managed properties and Query Builder 239
The connection between the query rule builder and the term store 240
The connection between the global and local term stores 242
Division of roles and responsibilities 242
Summary 243
Index 245