Deploying SharePoint Server Hybrid: Exam MS-301 Guide

By Aaron Guilmette
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  1. Overview of SharePoint Server 2019

About this book

The Microsoft MS-301 exam validates the knowledge and skills you need for deploying, configuring, and managing SharePoint Server and SharePoint Hybrid, as well as migrating to SharePoint Online.

This SharePoint book offers complete, up-to-date coverage of the MS-301 exam syllabus, helping you take the exam with confidence, fully equipped to pass the first time. With the help of clear and succinct explanations, self-assessment questions, tips, and mock exams with detailed answers, this book covers the configuration of SharePoint Server and SharePoint Hybrid and the process of migrating to SharePoint Online. This study guide is divided into three modules. The first two modules focus on strategies and techniques to configure and manage SharePoint on-premises and hybrid scenarios, where you’ll get to grips with essential concepts relating to SharePoint deployments, such as authentication, Business Connectivity Services (BCS), and the data gateway. The third module will take you through migration methods and strategies. Each chapter includes practice questions to test your knowledge of the concepts covered.

By the end of this book, you'll have learned everything you need to pass the MS-301 certification exam, and you'll be able to use this reference guide for your administration tasks.

Publication date:
July 2020

Overview of SharePoint Server 2019

SharePoint Server 2019 is the latest Microsoft platform for rich document and workflow-based collaboration. Originally released as SharePoint Portal Server in 2001, it's continued to evolve over almost 20 years to become one of the premier document management and collaboration platforms for the enterprise. It's been designed to help you to create, store, organize, visualize, and share data, content, and applications. Not only is SharePoint Server 2019 a content management platform, but it is also an application development platform. One of SharePoint Server's strengths is the ability to search for data across an enterprise content set, including connected resources such as other on-premises SharePoint Server environments or file servers.

In addition to content management capabilities for your documents and data, SharePoint Server can also connect to database services on-premises to produce data-driven dashboard pages. With SharePoint Hybrid, SharePoint Server can allow users to interact with data services and visualizations in Office 365 cloud-based solutions, and navigate between SharePoint Server and SharePoint Online environments seamlessly.

For content creators, SharePoint Server features easy-to-use,what you see is what you get drag, and drop design, publishing, and categorization tools. For more precise design and advanced control of the end user experience, SharePoint Server also offers development interfaces for coding more complex sites and queries. As the owner of a SharePoint site, you can publish news, upload documents, add links to resources, and visualize data from other parts of the Office ecosystem or application widgets. Microsoft enables content consumers to access resources via browsers on desktop, tablet, and mobile devices, as well as native mobile applications for the Android and iOS platforms.

SharePoint Server features similar responsive design templates on its corresponding cloud service, SharePoint Online, as you can see in the following screenshot:

Responsive sites feature designs that are optimized for display on a variety of screens and devices, typically using a series of grids and flexible layouts (

While designing and managing responsive sites is not part of the MS-301 exam, you may wish to further your knowledge in this area if you will be designing a SharePoint solution. You can learn more about SharePoint Server responsive design elements at

While SharePoint Server is frequently used for hosting local intranet sites or as a development platform for business process automation, it can also be used to host public websites or collaboration extranets with partners. SharePoint's workflows and security model make it simple to configure and promote content approval and publishing for public sites and to automate business processes when employees, partners, vendors, or customers submit or modify documents.

We'll explore some of SharePoint's core features and capabilities in the following sections:

  • Overview of SharePoint Server architecture
  • Overview of core SharePoint features and services

Understanding these features and capabilities will help you design and implement SharePoint Server environments to meet the needs of your organization.


Overview of SharePoint Server architecture

The SharePoint platform generally comprises farms, servers, site collections, sites, web parts, and pages.

A farm is a logical group of servers that have the SharePoint products installed and are configured to work together. Asiteis a website that contains various SharePoint objects such as pages, document libraries, or calendars. Asite collection is a group of sites, normally organized by department, project, cross-functional group, or other business units. Apage is an HTML web page. Pages can be basic, just displaying text, or built from templates (such as a wiki or publishing portal) that may have different web parts preloaded.

Web parts are codeless widgets or apps that can be used to display or interact with information on a page. In the following diagram, Managers (Site)contains three web parts: a calendar, a task list, and a document library:

The Document Libraryweb part looks like a filesystem interface to SharePoint and can be used to upload and download files, and to perform other file operation tasks.

In addition to the more visible components mentioned previously (such as servers, sites, and web parts), SharePoint Server has lesser-seen components that are used to provide and control the features of the platform.

We'll look at these processes and services in the next section.


Overview of core SharePoint features and services

SharePoint is made up of a lot of moving pieces. While it's frequently used as an intranet or document collaboration workspace, it's also a robust application development platform, as mentioned earlier in this chapter. The SharePoint Server experience is fully customizable, and as a framework and platform for development, it is really only limited by the creativity of designers, developers, and administrators.

Many of SharePoint Server's features are made available through service applications. A service application can be thought of as a set of software and configuration components that make features and web applications available to users or other services. The following table lists the core SharePoint Server service applications and their functions:

Service application


Access Services

Access Services in SharePoint Server are service applications that enable you to share Access 2013 solutions on the web. Access Services have been deprecated for SharePoint Server 2019, but remain supported. For new design initiatives, Microsoft recommends using Power Apps and Power BI.

Business Data Connectivity Services

Business Data Connectivity services allow you to connect to data stored and published in databases, web services, or an OData source for data operations.

Machine Translation Services

Automated language conversion for publishing site collections.

Managed Metadata Services

The Managed Metadata service hosts a centrally shared term store, used for storing metadata (information about information) about the documents and assets in a SharePoint Server farm.

PerformancePoint Services

PerformancePoint Services is a performance management service that you can use to monitor and analyze your business through the use of dashboards, scorecards, and key performance indicators (KPIs).

PowerPoint Automation Service

The PowerPoint Automation Service is used by SharePoint Server to perform conversions to PowerPoint documents.

SharePoint Search Service

The SharePoint Search Service is responsible for making content available to the search interfaces of SharePoint Server, allowing users to discover documents, applications, pages, and other data hosted in SharePoint.

Secure Store

The Secure Store Service is an authorization service that is used to store credentials.

State Service

The State Service is a shared service application used to store temporary data related to HTTP requests.

Subscription Settings and App Management Service

The Subscription Settings and App Management Service supports site subscriptions.

User Profile Service

The User Profile Service enables the creation and management of user profile data that can be used across SharePoint farms. The User Profile Service can synchronize data from Active Directory and make it available to farm applications.

Visio Services

SharePoint's Visio Services are used to render Visio diagrams in a web browser, letting user view diagrams without having to have Visio applications or custom viewers installed.

Word Automation Service

The Word Automation Service is used by SharePoint Server to perform conversions of documents supported by Microsoft Word.

Some service applications, such as Visio Services, provide a visible benefit to users (such as rendering Visio diagrams directly in a browser). Others, such as the State Service or User Profile Service, are used behind the scenes to make data available to other SharePoint applications.

When connected to Office 365 through on-premises data gateways, Office 365 Power Platform tools such as Power Automate (formerly Microsoft Flow), Power Apps, and Power BI can be used to interact with SharePoint Server data.



In this chapter, we introduced the SharePoint Server, including the concepts of farms, servers, and site collections. You also learned how service applications are used to provide services to users and other services inside the SharePoint Server. Finally, you learned about connecting to Power Platform applications in Office 365 using a data gateway.

The foundational knowledge of how farms, sites, and service applications work will be used in the upcoming chapters to show you how to design and implement successful SharePoint environments.

In the next chapter, we will begin learning about how to plan SharePoint farms, including concepts of scalability and performance, as well as high availability and disaster recovery.



Use the following questions to test your knowledge of this chapter. You can find the answers in Chapter 16, Assessment Answers:

  1. Which service application is responsible for synchronizing user account and profile information from Active Directory or other directory services?
    1. The State Service
    2. The User State Service
    3. The User Profile Service
    4. The User Automation Service
  2. You are a SharePoint Server administrator for your organization. Members of the Sales team want to use Power BI to analyze data stored in SharePoint Server. What should you configure?
    1. Data Gateway
    2. The User Profile Service
    3. The State Service
    4. The PowerPoint Automation Service
  3. Which service application is responsible for storing transient or temporary data for HTTP requests?
    1. The Subscription Settings and App Management Service
    2. The Secure Store
    3. The State Service
    4. Machine Translation Services
  1. A document library is an example of a ____________.
    1. Folder
    2. Web part
    3. Site collection
    4. Data visualization
  2. You need to configure your SharePoint Server environment to allow users to seamlessly access SharePoint Online and SharePoint Server services. Which feature should you use?
    1. Business Connectivity Services
    2. Data Gateway
    3. SharePoint Hybrid
    4. OneDrive for Business
    5. User Profile Synchronization

About the Author

  • Aaron Guilmette

    Aaron Guilmette, a Teams technical specialist at Microsoft, provides guidance and assistance to customers adopting the Microsoft 365 platform. He primarily focuses on collaborative technologies, including Microsoft SharePoint Online, Microsoft Exchange, and Microsoft Teams. He also works with identity and scripting solutions. He has been involved with technology since 1998 and has provided consulting services for customers in the commercial, educational, and government sectors internationally. Aaron has also worked with technical certification exams and instructional design for Microsoft and other organizations.

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