MS-301 Study Guide – Deploying SharePoint Server Hybrid

The MS-301 exam is the one of the two exams needed to get the Microsoft 365 Certified Teamwork Administrator Associate certification. Candidates for this exam are Teamwork Administrators who are responsible for configuring, deploying, and managing Office 365 and Azure workloads that focus on efficient and effective collaboration and adoption. Teamwork Administrators manage apps, services, and supporting infrastructure to meet business requirements. The Teamwork administrator must be able to deploy, manage, migrate, and secure SharePoint (online, on-premises, and hybrid), OneDrive, and Teams.

In this study guide, I will share both free and paid options, whether books, video training or simply links to articles and blog posts. I will not share any dumps as those are against the Microsoft Terms of Service, and by using dumps, we decrease the value of our certifications.

MS-301 Study Guide

Certification Path

Requirement Exam Name Link to Exam on Microsoft Learning Study Guide
Optional Prerequisite: Microsoft 365 Fundamentals Certification
Optional

MS-900 – Microsoft 365 Fundamentals

https://www.microsoft.com/en-us/learning/exam-ms-900.aspx

https://absolute-sharepoint.com/ms-900-study-guide-microsoft-365-fundamentals

Microsoft 365 Certified Teamwork Administrator Associate
Required

MS-300: Deploying Microsoft 365 Teamwork

https://www.microsoft.com/en-us/learning/exam-MS-300.aspx

https://absolute-sharepoint.com/ms-300-study-guide-deploying-microsoft-365-teamwork

Required

MS-301: Deploying SharePoint Server Hybrid

https://www.microsoft.com/en-us/learning/exam-MS-301.aspx

https://absolute-sharepoint.com/ms-301-study-guide-deploying-sharepoint-server-hybrid

MS-301 Study Guide

Books

Exam Ref MS-301 [Placeholder]
Currently there is no news on this, but Microsoft usually does one, so I added it as a placeholder until we get confirmation.

  • Amazon.com:
  • Amazon Canada:
  • Amazon UK:
  • Amazon FR:
  • Amazon DE:

MS-301 Study Guide

Deploying SharePoint 2019: Installing, Configuring, and Optimizing for On-Premises and Hybrid Scenarios
Update to a version of SharePoint that offers the best of both on-premise and the cloud using SharePoint 2019, the latest release of this cornerstone technology from Microsoft. Don your technical learning hat to get up close and confident on the new time-saving modern features of on-premise, and the many new security and hybrid settings.While this built was not specifically built for the exam, it does cover most of the contents.Get it on Amazon at the following links:

Get it from the publisher:

Video Training

NOTE: Pluralsight is a paid resource unlike Channel9 and Microsoft Virtual Academy which are free. The quality they provide is also superior because of all the quality checks they go through, and the instructors are one of the best in the industry. The Pluralsight courses have a link to where you can get a free trial and decide for yourself if paying a subscription or not is worth it, but the 10-day free trial should allow you to view all those courses for free.

As there is not a lot of SharePoint 2019 content out there yet, there are some SharePoint 2016 courses that cover the exact way it’s done in SharePoint 2019 as well. Those will be updated once the 2019 content is there!

Implementing a Hybrid SharePoint 2013/2016 Infrastructure
In this course, you will learn how to use PowerShell to manage Office 365 services. You will learn how to connect and manage users and licensing, SharePoint Online, Exchange Online, Compliance Center and last but not least, Skype for Business Online. You will learn not only how to change the advanced settings that are not even available in the user interface, as well as how to automate those boring tasks you’ve wanted to get rid of forever. This course also covers the PowerShell content for exams 70-346 and 70-347.

Migrating to Office 365 SharePoint Online
With over 130 million monthly active users, Office 365 is becoming the most popular cloud productivity platform in the world. In this course, you will learn how to analyze and migrate your SharePoint On-premises sites and file shares to Office 365.

Planning for SharePoint Server 2016: Physical Topology and Services
SharePoint Server 2016 brings a lot of changes to the Infrastructure Architecture, with new features such as MinRole and Microsoft Identity Manager. You’ll learn how to plan your SharePoint 2016 Infrastructure to answer your business needs.

Planning for SharePoint Server 2016: Logical Architecture and Integrations
This course will teach you how to plan your SharePoint 2016 logical architecture, SharePoint farm security, and how to plan for integration with Exchange Server 2016 and Project Server 2016.

Installing and Configuring Office Online Server
Office Online Server is an Office server product that delivers browser-based versions of Word, PowerPoint, Excel, and OneNote. In this course, you will learn how to install and configure Office Online Server in your organization.

Planning for and Implementing a SharePoint 2019 Farm
This course gives you the planning insight and knowledge to implement a SharePoint 2019 Server Farm. If you are looking at upgrading as well looking for high availability, disaster recovery and performance then this is for you.

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Instructor-led training (Microsoft Official Courses)

Course MS-301T01-A: Implementing SharePoint 2019 Infrastructure
SharePoint Server 2019 is designed to meet the demands of modern workstyles. It provides the new modern experiences for users, that are both intuitive and familiar in SharePoint Online. In this course you will learn how to deploy and configure the SharePoint Server 2019. We will also discuss how to plan and configure SharePoint on premise authentication and security to protect the environment. You will also learn how to manage SharePoint content to align with modern information architecture.

Course MS-301T02-A: Implementing SharePoint 2019 Service Applications
In this course you will learn how to plan and implement SharePoint hybrid scenarios which provide seamless users experience. We will also further discuss SharePoint hybrid search which gives users easy access to the files they need.

Course MS-301T03-A: Implementing SharePoint Hybrid Scenarios
Microsoft Teams is the hub for Teamwork in Microsoft 365. In this course you will learn how to plan, deploy and manage Microsoft Teams. Specifically, this course discusses the relationship of Teams with SharePoint, OneDrive and Office 365 Groups.

Course MS-301T04-A: Migrating to SharePoint Online
. In this course you will learn how to plan the content migration process as well as available resources and tools to use while migrating content to SharePoint Online and OneDrive for Business. Specifically, this course covers how to use SharePoint Migration Assessment Tool (SMAT) and SharePoint Migration Tool (SPMT) with different migration scenarios.

Articles / Blog Posts Per Objective

Configure and manage SharePoint on-premises (55-60%)

Plan a SharePoint farm

  • select and configure a farm topology
  1. Planning for a MinRole server deployment in SharePoint Servers 2016 and 2019 [Microsoft – Docs – SharePoint]
  2. Technical diagrams for SharePoint Server [Microsoft – Docs – SharePoint]
  • design for high availability
  1. Create a high availability architecture and strategy for SharePoint Server [Microsoft – Docs – SharePoint]
  2. Supported high availability and disaster recovery options for SharePoint databases [Microsoft – Docs – SharePoint]
  3. High availability and disaster recovery concepts in SharePoint Server [Microsoft – Docs – SharePoint]
  • plan for disaster recovery
  1. Choose a disaster recovery strategy for SharePoint Server [Microsoft – Docs – SharePoint]
  2. Disaster Recovery best practices for SharePoint Server and Access Services [Microsoft – Docs – SharePoint]
  3. Disaster recovery best practices and strategies for SharePoint search [Microsoft – Docs – SharePoint]
  • plan and configure backup and restore
  1. Plan for backup and recovery in SharePoint Server [Microsoft – Docs – SharePoint]
  2. Backup and restore best practices in SharePoint Server [Microsoft – Docs – SharePoint]
  3. Back up farms in SharePoint Server [Microsoft – Docs – SharePoint]
  4. Overview of backup and recovery in SharePoint Server [Microsoft – Docs – SharePoint]
  5. Prepare to back up and restore farms in SharePoint Server [Microsoft – Docs – SharePoint]
  6. Configure backup and restore permissions in SharePoint Server [Microsoft – Docs – SharePoint]
  1. Introduction to multilingual features [Microsoft – support office]
  2. Plan for multilingual sites in SharePoint Server [Microsoft – Docs – SharePoint]
  3. Plan for the multilingual user interface in SharePoint Server [Microsoft – Docs – SharePoint]
  4. Install or uninstall language packs for SharePoint Servers 2016 and 2019 [Microsoft – Docs – SharePoint]

Manage and maintain a SharePoint farm

  • configure and maintain core infrastructure to support a SharePoint deployment
  1. Hardware and software requirements for SharePoint Server 2019 [Microsoft – Docs – SharePoint]
  • deploy and configure service and web applications
  1. Create a web application in SharePoint Server [Microsoft – Docs – SharePoint]
  2. Web applications management in SharePoint Server [Microsoft Docs]
  3. Add or remove service application connections from a web application in SharePoint Server [Microsoft – Docs – SharePoint]
  4. Manage service applications in SharePoint Server [Microsoft – Docs – SharePoint]
  5. Configure the Managed Metadata service [Microsoft Docs]
  6. Configure PerformancePoint Services [Microsoft Docs]
  7. Configure the Secure Store Service in SharePoint Server [Microsoft Docs]
  8. Configure Visio Services [Microsoft Docs]
  9. Set up and configure Access Services for Access apps in SharePoint Server [Microsoft Docs]
  10. Configure enterprise search in SharePoint Server [Microsoft Docs]
  11. Configure the Secure Store Service in SharePoint Server [Microsoft Docs]
  12. Administer the User Profile service in SharePoint Server [Microsoft Docs]
  • configure profile synchronization
  1. Configure profile synchronization by using SharePoint Active Directory Import in SharePoint Server [Microsoft – Docs – SharePoint]
  2. Manage user profile synchronization in SharePoint Server [Microsoft – Docs – SharePoint]
  3. Microsoft Identity Manager in SharePoint Servers 2016 and 2019 [Microsoft Docs]
  • monitor farm Health Analyzer reports and resolve issues
  1. SharePoint Health Analyzer rules reference for SharePoint Server [Microsoft – Docs]
  2. Plan for monitoring in SharePoint Server [Microsoft – Docs – SharePoint]
  3. Configure SharePoint Health Analyzer rules in SharePoint Server [Microsoft – Docs – SharePoint]
  • monitor storage usage for SharePoint
  1. Storage and SQL Server capacity planning and configuration (SharePoint Server)
  2. Validate and monitor storage and SQL Server performance
  3. Drives are running out of free space (SharePoint Server) [Microsoft – Docs – SharePoint]
  • update SharePoint Server and validate the installation
  1. Deploy software updates for SharePoint Server 2016 and 2019
  2. SharePoint updates [Microsoft – Docs – office update]
  • manage SharePoint workflows
  1. Introduction to SharePoint workflow [Microsoft – support office]
  2. Install and configure workflow for SharePoint Server [Microsoft – Docs – SharePoint]
  • configure content type hub
  1. Understanding Content Type Hub (CTH) in SharePoint 2013 [Collab365 Community]
  2. Publish a content type from a content publishing hub [Microsoft – support office]
  • select an upgrade path for version to version upgrades in on-premises SharePoint deployments
  1. Overview of the upgrade process to SharePoint Server 2019 [Microsoft – support office]
  2. High level overview to upgrade from SharePoint 2013 to SharePoint Server 2019 [Microsoft – Docs – SharePoint]
  3. Upgrade to SharePoint Server 2019 [Microsoft – Docs – SharePoint]

Implement authentication

  • select and implement an authentication method
  1. Authentication overview for SharePoint Server [Microsoft – Docs – SharePoint]
  • configure authentication
  1. Plan for Kerberos authentication in SharePoint Server [Microsoft – Docs – SharePoint]
  2. Create claims-based web applications in SharePoint Server [Microsoft – Docs – SharePoint]
  3. Using Azure AD for SharePoint Server Authentication [Microsoft – Docs – Office 365 Enterprise]
  • monitor and maintain authentication
  1. Claims authentication does not validate user in SharePoint Server [Microsoft – Docs – SharePoint]

Manage site collections

  • plan and configure the site collection architecture
  1. Host-named site collection architecture and deployment in SharePoint Server [Microsoft – Docs – SharePoint]
  2. SharePoint Server design samples: Corporate portal and extranet sites [Microsoft – Docs – SharePoint]
  • create, update, and remove content types
  1. Introduction to content types and content type publishing [Microsoft – support office]
  2. Create or customize a site content type [Microsoft – support office]
  • reorganize sites based on changes in business needs
    1. Vlad’s Note: This seems to refer Hub Sites in SharePoint Online, which did not make it On-Premises… the closest thing that would apply to this would be Managed Navigation.
  • deploy customizations
  1. Add-SPSolution [Microsoft – Docs]
  2. Install-SPSolution
  • update site designs and branding [Microsoft – Docs]
  1. Vlad’s Note: Site Designs are only available in SharePoint Online, and not in SharePoint 2019 as of May 2019. I do not know why this is in the objectives….
  2. SharePoint site branding and page customization solutions [Microsoft – Docs – SharePoint]
  • create and update master pages and page layouts
  1. Apply a master page to a site in SharePoint [Microsoft – Docs – SharePoint]
  2. Create a page layout in SharePoint [Microsoft – Docs – SharePoint]
  3. Master pages, the Master Page Gallery, and page layouts in SharePoint [Microsoft – Docs – SharePoint]
  • activate or deactivate site collection features
  1. Activate features for sites [Microsoft – support office]
  2. Enable or disable site collection features [Microsoft – support office]

Plan and configure Business Connectivity Services (BCS) and Secure Store

  • create BCS data sources and configure BCS permissions
  1. Business Connectivity Services in SharePoint
  2. Manage Business Connectivity Service Applications [Microsoft – Docs – SharePoint]
  3. Create an external list using an OData data source in SharePoint [Microsoft – Docs – SharePoint]
  4. Create external content types for SQL Server in SharePoint [Microsoft – Docs – SharePoint]
  5. Overview of Business Connectivity Services in SharePoint Server [Microsoft – Docs – SharePoint]
  • create external content types
  1. External content types in SharePoint [Microsoft – Docs – SharePoint]
  2. Create an external list [Microsoft – support office]
  3. How to: Create External Content Types [Microsoft – Docs – Previous versions]
  4. Create an external content type from an OData source in SharePoint [Microsoft – Docs – SharePoint]
  • plan and configure connections to external data stores
  1. <Covered in the two objectives above>
  • configure Secure Store target applications
  1. Configure the Secure Store Service in SharePoint Server [Microsoft – Docs – SharePoint]
  2. Store credentials in Secure Store [Microsoft – Docs – SharePoint]
  • configure external lists
  1. Differences between native and external lists [Microsoft – support office]
  2. How to: Create External Lists in SharePoint [Microsoft – Docs – Previous versions]
  3. Create an external list [Microsoft – support office]

Plan and configure managed metadata

  • plan taxonomy and folksonomy
  1. Introduction to managed metadata [Microsoft Docs]
  2. Plan for managed metadata in SharePoint Server [Microsoft Docs]
  • plan and create the term store structure
  1. Open the Term Store management tool [Microsoft Docs]
  2. Set up a new group for term sets [Microsoft Docs]
  3. Set up a new term set [Microsoft Docs]
  • plan and configure connections to external data stores
  1. Create and update an external data column in a list or library [Office Support]
  • plan and configure term store security
  1. Assign roles and permissions to manage term sets
  • maintain the term store
    • <Covered in the links above>

Manage search

  • configure and manage the search schema
  1. Overview of the search schema in SharePoint Server [Microsoft – Docs – SharePoint]
  • configure and manage search queries
  1. Manage query rules in SharePoint Server [Microsoft – Docs – SharePoint]
  2. Building search queries in SharePoint [Microsoft – Docs – SharePoint]
  3. How to build a query [Microsoft – support office]
  • configure and manage search crawls
  1. Manage crawl rules in SharePoint Server [Microsoft – Docs – SharePoint]
  2. Manage crawling in SharePoint Server [Microsoft – Docs – SharePoint]
  3. Manage continuous crawls in SharePoint Server [Microsoft – Docs – SharePoint]
  4. Add or remove a file type from the search index in SharePoint Server [Microsoft – Docs – SharePoint]
  • configure and manage the search topology
  1. Manage the search topology in SharePoint Server [Microsoft – Docs – SharePoint]
  2. Change the default search topology in SharePoint Server [Microsoft – Docs – SharePoint]
  3. Manage search components in SharePoint Server [Microsoft – Docs – SharePoint]
  4. Redesign enterprise search topology for more content and users in SharePoint [Microsoft – Docs – SharePoint]
  5. Redesign enterprise search topology for specific performance requirements in SharePoint [Microsoft – Docs – SharePoint]
  • configure and manage the search result type
  1. Customize search result types in SharePoint Server [Microsoft – Docs – SharePoint]
  2. How to create a new result type for classic search in SharePoint Server [Microsoft – Docs – SharePoint]
  3. Manage search relevance in SharePoint Server [Microsoft – Docs – SharePoint]
  4. How to change the way search results are displayed in SharePoint Server [Microsoft – Docs – SharePoint]

Configure and manage hybrid scenarios (30-35%)

Plan a hybrid configuration and topology

  • evaluate available hybrid scenarios
  1. SharePoint Server 2019 Hybrid: What do you actually get? [Blog]
  2. Explore SharePoint Server hybrid [Microsoft Docs]
  • identify core services interdependencies and prerequisites for hybrid deployments
  1. Hardware and software requirements for SharePoint hybrid [Microsoft Docs]
  2. Accounts needed for hybrid configuration and testing [Microsoft Docs]
  3. Minimum public update levels for SharePoint hybrid features [Microsoft Docs]
  4. Configure Office 365 for SharePoint hybrid [Microsoft Docs]
  5. Set up SharePoint services for hybrid environments [Microsoft Docs]
  6. Configure server-to-server authentication from SharePoint Server to SharePoint Online [Microsoft Docs]
  • determine which workloads will remain on-premises, which will migrate, and how they will connect
  1. <Covered in the other links of this top level objective>

Implement hybrid teamwork artifacts

  • plan, configure, and monitor hybrid SharePoint taxonomies and hybrid content types
  1. Plan hybrid SharePoint taxonomy and hybrid content types [Microsoft – Docs – SharePoint]
  2. Configure hybrid SharePoint taxonomy and hybrid content types [Microsoft – Docs – SharePoint]
  3. SharePoint 2019: Configure Hybrid Content Types [TechNet Wiki]
  • plan and configure hybrid OneDrive for Business
  1. Plan hybrid OneDrive for Business [Microsoft – Docs – SharePoint]
  2. Configure hybrid OneDrive for Business [Microsoft – Docs – SharePoint]
  3. Configure hybrid OneDrive for Business – roadmap [Microsoft – Docs – SharePoint]
  • plan for and add custom tiles to the hybrid app launcher
  1. The extensible hybrid app launcher [Microsoft – Docs – SharePoint]
  • configure document rendering for Web Apps
  1. Office Online Server overview [Microsoft – Docs – Office Online Server]
  2. Configure Office Online Server for SharePoint Server [Microsoft – Docs – Office Online Server]

Implement a hybrid Search Service application

  • evaluate available hybrid search scenarios
  1. Hybrid search in SharePoint [Microsoft – Docs – SharePoint]
  2. SharePoint Server 2019 Hybrid: What do you actually get? [Blog]
  • plan the implementation for Hybrid Search
  1. Plan cloud hybrid search for SharePoint [Microsoft – Docs – SharePoint]
  2. Configure cloud hybrid search – roadmap [Microsoft – Docs – SharePoint]
  3. Configure hybrid federated search from SharePoint Server to SharePoint Online [Microsoft – Docs – SharePoint]
  4. Configure hybrid federated search from SharePoint Online to SharePoint Server [Microsoft – Docs – SharePoint]
  • configure the hybrid Search Service application
  1. Create a cloud Search service application in SharePoint Server [Microsoft Docs]

Implement a data gateway

Vlad Note: The On-Premises Data Gateway works with Flow, PowerApps, Power BI, Azure Logic Apps & Azure Analysis services. It seems each product team does their documentation on how to install it, even if it’s often the same content. You can view a high-level architecture here. From a SharePoint Perspective, Flow / PowerApps will be the ones you will work with most of the time.

  • plan the implementation of on-premises data gateway
  1. Connecting to on-premises data sources with On-premises Data Gateway [Microsoft Docs]
  2. What are On-Premises Data Gateways? [Microsoft – Docs – power BI]
  3. Using Flow with on-premises data and applications [Microsoft – Blog – Flow]
  4. Understand on-premises data gateways for Microsoft Flow [Microsoft – Docs – Flow]
  • install and configure an on-premises data gateway
  1. Install a gateway for Power BI [Microsoft – Docs – Power BI]
  2. Install and configure an on-premises data gateway [Microsoft – Docs]
  • manage an on-premises data gateway
  1. Manage a Power BI on-premises gateway [Microsoft – Docs – Power BI]
  2. Manage an on-premises data gateway in Microsoft Flow [Microsoft – Docs – Flow]
  3. On-premises data gateway management in the Power platform admin center [Microsoft – Blog – Power BI]
  4. On-premises data gateway management [Microsoft – Docs – Power platform]
  5. Manage an on-premises data gateway in PowerApps [Microsoft – Docs – Power Apps]
  6. Troubleshooting the On-premises data gateway [Microsoft – Docs – Power BI]
  7. High availability clusters for On-premises data gateway [Microsoft – Docs – Power BI]

Migrate to SharePoint Online (5-10%)

Migrate data and content

  1. What you need to think about when migrating files to SharePoint Online [Blog]
  • prepare data for migration
  1. Using the SharePoint Migration Tool [Microsoft – Docs – SharePoint]
  2. Migrate to SharePoint Online and OneDrive [Microsoft – Docs – SharePoint]
  • recommend tools and strategies to migrate data
  1. Migrate to SharePoint Online and OneDrive [Microsoft – Docs – SharePoint]
  2. Overview of the SharePoint Migration Tool [Microsoft – Docs – SharePoint]
  3. Migrate to SharePoint Online using PowerShell [Microsoft – Docs – SharePoint]
  4. Migrate your file share content to SharePoint Online using the Azure Data Box [Microsoft – Docs – SharePoint]

Additional Tips

I think the best thing that you can do after reading this, or even meanwhile, is to open a free Microsoft 365 Trial (or a few), and play with those features, follow the tutorials and you shouldn’t have any problems with the exam!

Did I miss any cool links in this guide? Let me know in the comments!

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