Planning and Administering SharePoint 2016

This course provides the knowledge and skills to plan, configure, administer and troubleshoot a Microsoft SharePoint Server 2016 environment, along with guidelines, best practices and considerations to optimise your deployment.

It is the first of two courses, which together, prepare delegates for the SharePoint 2016 IT Pro certification. 

Who's it for?

The course is aimed at experienced IT professionals who are interested in learning how to install, configure, deploy and manage SharePoint 2016 either in a data center or in the cloud. Delegates typically have at least a years’ practical experience of planning and maintaining SharePoint and two years’ experience of interdependent technologies (such as Windows Server 2012 R2 or later, Internet Information Services (IIS), SQL Server 2014 or later, Active Directory Domain Services (AD DS) and networking infrastructure services).

Key objectives

After attending this course a delegate will be able to:

  • describe the key features of SharePoint 2016
  • design an information architecture
  • design logical and physical architectures
  • install and configure SharePoint Server 2016
  • create web applications and site collections
  • plan and configure service applications
  • manage users and permissions and secure content
  • configure authentication for SharePoint 2016
  • configure platform and farm level security
  • manage taxonomy
  • configure user profiles and audiences
  • configure and manage the search experience
  • monitor, maintain and troubleshoot a SharePoint 2016 environment.


The ideal candidate will have at least a years’ experience of deploying and administering multiple SharePoint 2013 farms across a large enterprise.

Delegates for this course should have knowledge and experience of:

  • software management in a Windows Server 2012 environment
  • deploying and managing applications natively, virtually and in the cloud
  • administering Internet Information Services (IIS)
  • configuring Active Directory Domain Services for use in authentication, authorisation and as a user store
  • managing an application remotely using Windows PowerShell 4.0
  • managing databases and server roles in Microsoft SQL Server
  • connecting applications to Microsoft SQL Server
  • implementing claims-based security
  • using Microsoft Hyper-V virtual machines.

What's covered?

Module 1: Introducing SharePoint 2016

  • The key components of a SharePoint deployment
  • New features in SharePoint 2016
  • SharePoint 2016 deployment options

Module 2: Designing an information architecture

  • Identifying business requirements
  • Understanding business requirements for information architecture
  • Organising information in SharePoint 2016
  • Planning for discoverability
  • Lab: Identifying site columns, content types, and term sets
  • Lab: Designing keywords, synonyms, promoted results, thesaurus and managed properties
  • Lab: Designing a taxonomy

Module 3: Designing a logical architecture

  • Overview of a SharePoint 2016 logical architecture
  • Documenting your logical architecture
  • Lab: Planning a logical architecture
  • Lab: Producing a logical architecture diagram

Module 4: Designing a physical architecture

  • Designing the physical requirements of a SharePoint deployment
  • Designing supporting software for the physical components of a SharePoint deployment
  • SharePoint farm topologies
  • Mapping a logical architecture design to a physical architecture design
  • Lab: Designing a physical architecture
  • Lab: Developing a physical architecture design diagram

Module 5: Installing and configuring SharePoint 2016

  • Installing SharePoint 2016
  • Scripting the installation and configuring a SharePoint 2016 environment
  • Configuring SharePoint 2016 farm settings
  • Lab: Provisioning a SharePoint 2016 server farm
  • Lab: Configuring incoming email
  • Lab: Configuring outgoing email
  • Lab: Configuring integration with Microsoft Office Web Apps Server 2016

Module 6: Creating web applications and site collections

  • Creating web applications
  • Configuring web applications
  • Creating and configuring site collections
  • Lab: Creating and configuring web applications
  • Lab: Creating and configuring site collections
  • Lab: Creating a site collection in a new content database
  • Lab: Using Fast Site Collection Creation

Module 7: Planning and configuring service applications

  • Introduction to the service application architecture
  • Creating and configuring service applications
  • Lab: Provisioning a managed metadata service application with Central Administration
  • Lab: Provisioning a managed metadata service application with Windows PowerShell
  • Lab: Configuring service applications for document conversions
  • Lab: Configuring service application proxy groups

Module 8: Managing users, permissions and securing content

  • Configuring authorisation in SharePoint 2016
  • Managing access to content
  • Lab: Creating a web application policy
  • Lab: Creating and managing SharePoint groups
  • Lab: Creating custom permission levels
  • Lab: Managing permissions and inheritance
  • Lab: Managing site collection security
  • Lab: Enabling anonymous access to a site

Module 9: Configuring authentication for SharePoint 2016

  • Overview of authentication
  • Configuring federated authentication
  • Configuring server-to-server authentication
  • Lab: Configuring Active Directory Federation Services (AD FS) to make a web application a relying party
  • Lab: Configuring SharePoint to trust AD FS as an identity provider
  • Lab: Configuring a web application to use the AD FS identity provider

Module 10: Securing a SharePoint 2016 deployment

  • Securing the platform
  • Configuring farm-level security
  • Lab: Configuring SharePoint and Microsoft SQL Server to communicate over nonstandard ports
  • Lab: Hardening a SharePoint server farm
  • Lab: Configuring blocked file types
  • Lab: Configuring web part security
  • Lab: Implementing security auditing

Module 11: Managing taxonomy

  • Managing content types
  • Understanding managed metadata
  • Configuring the managed metadata service
  • Lab: Creating content types for propagation
  • Lab: Publishing content types across site collections
  • Lab: Configuring the managed metadata service
  • Lab: Creating term sets and terms
  • Lab: Consuming term sets

Module 12: Configuring user profiles

  • Configuring the User Profile Service Application
  • Managing user profiles and audiences
  • Lab: Configuring the User Profile Service Application
  • Lab: Configuring directory import and synchronization
  • Lab: Provisioning My Sites
  • Lab: Configuring audiences

Module 13: Configuring enterprise search

  • Understanding the search service architecture
  • Configuring the search service
  • Managing enterprise search
  • Lab: Configuring the search service application
  • Lab: Configuring a file share content source
  • Lab: Configuring a local SharePoint content source
  • Lab: Creating a Search Center
  • Lab: Configuring a result source and a query rule
  • Lab: Customising the search experience
  • Lab: Creating and deploying a thesaurus
  • Lab: Configuring entity extractors and refiners
  • Lab: Managing query spelling correction

Module 14: Monitoring and maintaining a SharePoint 2016 environment

  • Monitoring a SharePoint environment
  • Tuning and optimising a SharePoint environment
  • Planning and configuring caching
  • Troubleshooting a SharePoint environment
  • Lab: Configuring usage and health data
  • Lab: Configuring diagnostic logging
  • Lab: Configuring health analyser rules
  • Lab: Analysing network traffic
  • Lab: Analysing SharePoint page performance

Next step

To obtain course venues/dates and pricing please email your account manager, submit the enquiry form below or call us on 0845 647 0000*

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