Microsoft SharePoint Online for Office 365

Bill English (MCSE, MCT, CTT+, CPBPM, MA, LP) is an author, trainer, and consultant specializing in enterprise content management and collaboration. As a business owner and Minnesota psychologist, he uses his experience and training to help organizations get more from their information and SharePoint investments. The author of 14 books on SharePoint, Microsoft Exchange Server, and security, he was selected as a Microsoft MVP for the SharePoint platform 11 years in a row.

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