Updates from: 02/05/2021 04:14:01
Category Microsoft Docs article Related commit history on GitHub Change details
admin https://docs.microsoft.com/en-us/microsoft-365/admin/add-users/add-users https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/add-users/add-users.md
@@ -28,7 +28,7 @@ Last updated 07/01/2020
::: moniker range="o365-21vianet" > [!NOTE]
-> The admin center is changing. If your experience doesn't match the details presented here, see [About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+> The admin center is changing. If your experience doesn't match the details presented here, see [About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/add-users/remove-former-employee https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/add-users/remove-former-employee.md
@@ -33,7 +33,7 @@ description: "Follow this checklist to remove an employee from Microsoft 365 and
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/add-users/restore-user https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/add-users/restore-user.md
@@ -31,7 +31,7 @@ description: "Learn how to restore deleted user accounts and all associated data
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/email/add-another-email-alias-for-a-user https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/email/add-another-email-alias-for-a-user.md
@@ -31,7 +31,7 @@ description: "Learn how you can have more than one email address, called email a
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/email/change-email-address https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/email/change-email-address.md
@@ -33,7 +33,7 @@ description: "Change your initial email address to a friendly email address like
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/email/create-edit-or-delete-a-security-group https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/email/create-edit-or-delete-a-security-group.md
@@ -28,7 +28,7 @@ description: "Learn to create, edit,or delete a security group."
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/get-help-with-domains/buy-a-domain-name https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/get-help-with-domains/buy-a-domain-name.md
@@ -32,7 +32,7 @@ description: "Learn how to buy a domain name in Microsoft 365."
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/get-help-with-domains/remove-a-domain https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/get-help-with-domains/remove-a-domain.md
@@ -30,7 +30,7 @@ description: "Learn how to remove an old domain from Microsoft 365 and move user
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/manage/assign-licenses-to-users https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/assign-licenses-to-users.md
@@ -31,7 +31,7 @@ Last updated 08/14/2020
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/manage/change-address-contact-and-more https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/change-address-contact-and-more.md
@@ -29,7 +29,7 @@ description: "Learn how to make changes to your organization profile, such as or
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/manage/customize-the-app-launcher https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/customize-the-app-launcher.md
@@ -31,7 +31,7 @@ description: "Create quick links to your email, documents, apps, SharePoint site
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/manage/manage-addins-in-the-admin-center https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/manage-addins-in-the-admin-center.md
@@ -28,7 +28,7 @@ description: "Learn about using Centralized add-ins to deploy add-ins to users a
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/manage/manage-deployment-of-add-ins https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/manage-deployment-of-add-ins.md
@@ -30,7 +30,7 @@ description: "Learn to deploy add-ins to users and groups in your organization b
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/manage/release-options-in-office-365 https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/release-options-in-office-365.md
@@ -30,7 +30,7 @@ description: "Learn how to set up the release option for new product and feature
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/manage/remove-licenses-from-users https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/remove-licenses-from-users.md
@@ -28,7 +28,7 @@ Last updated 07/01/2020
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/manage/resolve-license-conflicts https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/resolve-license-conflicts.md
@@ -29,7 +29,7 @@ description: "Learn how to resolve license conflicts with your Microsoft 365 for
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/manage/share-sites-with-external-users https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/share-sites-with-external-users.md
@@ -29,7 +29,7 @@ description: "Learn how to share sites and files with people outside the organiz
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/manage/show-hide-new-features https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/show-hide-new-features.md
@@ -1,9 +1,9 @@
Title: "Show or hide new features using What's New Management"
+ Title: "Manage which ΓÇÄOfficeΓÇÄ features appear in What's New"
f1.keywords: - NOCSH--++ audience: Admin
@@ -18,50 +18,58 @@ search.appverid:
- BCS160 - MET150 - MOE150
-description: "Decide which features and What's New content are shown to or hidden from end users in the Office What's New Management for Office desktop apps."
+description: "Decide which Office features to show or hide when a user chooses Help > What's New in their Office app on Windows by using the "What's new in Office" feature in the Microsoft 365 admin center."
-# Show or hide new features using What's New Management
+# Manage which OfficeΓÇÄ features appear in What's New
-**Office What's New Management for Windows** allows your organization to decide which features are shown to end users in the Office desktop apps. The content preview allows you to view new content for each release version and channel. You can then choose whether to hide or show what's new content for each feature to end users.
+When an important ΓÇÄOfficeΓÇÄ feature is released, users will get a message about it when they choose **Help** > **What's New** in their ΓÇÄΓÇÄOfficeΓÇÄΓÇÄ app on ΓÇÄWindowsΓÇÄ.
-The **What's new content in the Office desktop apps** highlights a list of new features that is released for an application. It also contains a short description, and often a picture or a video to help customers learn how to use the feature.
-
-**Office What's New** management is available in the Microsoft 365 admin center and through the [Client Configuration Service](https://config.office.com).
+You can control which of these feature messages your users are shown by using the **What's new in Office** feature in the Microsoft 365 admin center. If you decide to hide a feature message to your users, you can always come back later and decide to show it to them.
> [!NOTE]
-> Global admin and Office Apps admin roles manage the What's new content that users see in their Office apps.
-
-## Show or hide new features
+> - Hiding a feature message from your users doesn't disable the feature in the Office app.
+> - You must be assigned either the Global admin role or the Office apps admin role to use the **What's new in Office** feature.
-Admins can preview the **what's new** content for a channel, and manage the release of the content by using the **Office What's New** management.
+## Show or hide new features
1. In the Microsoft 365 admin center, under **Settings**, choose **Org settings**.
-2. On the **Services** tab, choose **Office What's New management**.
-3. Select one or more features to view the feature name, a short description, the target application, and the release version for each feature on the fly-out panel.
-4. Choose **Hide from users** or **Show to users**.
- The status **Shown by default** indicates feature information is shown by default to users until the admin sets the status for a feature to **Hidden** or **Shown**.
+2. On the **Services** tab, choose **What's new in Office**.
+3. When you click on the feature name, a fly-out panel appears with the following information:
+ - A short description of the feature.
+ - A link to an article to learn more about the feature.
+ - The Office applications that the feature appears in.
+ - The first version (release) that the feature is available in for that channel.
+4. Choose **Hide from users**. Or, if you previously hid the feature, choose **Show to users**.
+
+You can also select multiple features on the **Manage which ΓÇÄOfficeΓÇÄ features appear in What's New** page, and then choose either **Hide** or **Show**.
+
+> [!NOTE]
+> - If a feature is available in multiple Office apps, setting the feature to **Hidden** hides the feature message in all of those Office apps.
+> - All feature messages are shown to users by default. This is the default status for all features, and the status only changes if you have chosen to hide or show a feature message.
+> - You can also get to the **What's new in Office** feature from the Microsoft 365 Apps admin center ([https://config.office.com](https://config.office.com)). The feature is found under **Customization** > **What's New Management**.
+
+## List of features
- > [!NOTE]
- > If a feature is available in multiple Office apps, setting the feature to hidden hides the feature announcement in all of the Office apps.
+You can filter which features appear on the **Manage which ΓÇÄOfficeΓÇÄ features appear in What's New** page. You can filter by channel, application, or status, or by some combination of them.
-New features appear in Office What's New Management based on this schedule:
+New features appear on the page based on the following schedule:
|||| |:--|:--|:--|
-|**Channel** <br/> |**In management preview** <br/> |**Take action** <br/> |
+|**Channel** <br/> |**Date** <br/> |**Take action** <br/> |
|**Current** <br/> |15th of the month <br/> |1 - 3 weeks before the monthly release <br/> | |**Monthly Enterprise** <br/> |First of the month <br/> |Two weeks before the major release that brings new features | |**Semi-Annual Enterprise (Preview)** <br/> |Sept 1 and March 1 <br/> | 2 weeks before the major release that brings new features| |**Semi-Annual Enterprise** <br/> |Jan 1 and July 1 <br/> | 2 weeks before the major release that brings new features<br/> |
-For more information about channel update schedules, see [Update history for Microsoft 365 Apps (listed by date)](https://docs.microsoft.com/officeupdates/update-history-microsoft365-apps-by-date).
+For more information about when new versions are released to each update channel, see [Update history for Microsoft 365 Apps (listed by date)](https://docs.microsoft.com/officeupdates/update-history-microsoft365-apps-by-date).
-## Add Office What's New Management card to the admin center home page
+## Add the "What's new in Office" card to the admin center home page
1. On the Microsoft 365 admin page, choose **Add card** on top of the page
-2. Locate **What's New in Office Apps** in the list and choose it.
-3. Once the card is on our home page, you can choose **Manage** to [show or hide the features](#show-or-hide-new-features) for your organization.
+2. Locate **Manage which Office features appear in What's New** in the list and choose it.
+3. Once the card is on your home page, you can choose **What's new in Office** to [show or hide the features](#show-or-hide-new-features) for your organization.
## Related articles
admin https://docs.microsoft.com/en-us/microsoft-365/admin/manage/update-phone-number-and-email-address https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/manage/update-phone-number-and-email-address.md
@@ -28,7 +28,7 @@ description: "Update your administrator phone number and email address in the ad
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end This article explains how you, the admin, can change your business phone and email address in Microsoft 365.
admin https://docs.microsoft.com/en-us/microsoft-365/admin/security-and-compliance/multi-factor-authentication-microsoft-365 https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/security-and-compliance/multi-factor-authentication-microsoft-365.md
@@ -2,8 +2,8 @@
Title: "Multi-factor authentication for Microsoft 365" f1.keywords: - NOCSH--++ audience: Admin
@@ -168,3 +168,9 @@ In the Microsoft 365 admin center, you can configure per-user and service MFA se
## Your next step [Set up MFA for Microsoft 365](set-up-multi-factor-authentication.md)+
+## Related topics
+
+[Video: Turn on multi-factor authentication](https://docs.microsoft.com/microsoft-365/business-video/turn-on-mfa)
+
+[Video: Turn on multi-factor authentication for your phone](https://docs.microsoft.com/microsoft-365/business-video/set-up-mfa)
admin https://docs.microsoft.com/en-us/microsoft-365/admin/security-and-compliance/secure-your-business-data https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/security-and-compliance/secure-your-business-data.md
@@ -29,7 +29,7 @@ description: "Protect your business email and data from cyber threats, including
::: moniker range="o365-21vianet" > [!NOTE]
-> The admin center is changing. If your experience doesn't match the details presented here, see [About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+> The admin center is changing. If your experience doesn't match the details presented here, see [About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/security-and-compliance/set-up-multi-factor-authentication https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/security-and-compliance/set-up-multi-factor-authentication.md
@@ -2,8 +2,8 @@
Title: "Set up multi-factor authentication for users" f1.keywords: - NOCSH--++ audience: Admin
@@ -95,3 +95,9 @@ If you have previously turned on per-user MFA, you must turn it off before enabl
- [What is: Multifactor Authentication](https://support.microsoft.com/help/4577374/what-is-multifactor-authentication) - [How to sign-in after registration](https://support.microsoft.com/office/2b856342-170a-438e-9a4f-3c092394d3cb) - [How to change their additional verification method](https://support.microsoft.com/office/956ec8d0-7081-4518-a701-f8414cc20831)+
+## Related topics
+
+[Video: Turn on multi-factor authentication](https://docs.microsoft.com/microsoft-365/business-video/turn-on-mfa)
+
+[Video: Turn on multi-factor authentication for your phone](https://docs.microsoft.com/microsoft-365/business-video/set-up-mfa)
admin https://docs.microsoft.com/en-us/microsoft-365/admin/services-in-china/apply-for-a-fapiao https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/services-in-china/apply-for-a-fapiao.md
@@ -27,7 +27,7 @@ monikerRange: 'o365-21vianet'
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
You can submit your Fapiao request to the 21Vianet Fapiao management system about three days after you have paid. After you submit your Fapiao request, it will be processed in two days.
admin https://docs.microsoft.com/en-us/microsoft-365/admin/services-in-china/view-your-bill-or-get-a-fapiao https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/services-in-china/view-your-bill-or-get-a-fapiao.md
@@ -27,7 +27,7 @@ monikerRange: 'o365-21vianet'
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
You can view your billing statement or invoice for information about your Office 365 operated by 21Vianet subscription charges. You can also obtain a Fapiao (your final proof of purchase). You can submit your Fapiao request to our [Fapiao management system](https://go.microsoft.com/fwlink/p/?linkid=837465) about three days after you have paid.
admin https://docs.microsoft.com/en-us/microsoft-365/admin/setup/add-domain https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/add-domain.md
@@ -34,7 +34,7 @@ description: "Add your domain to Microsoft 365 in the Microsoft 365 admin center
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/setup/setup https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/setup/setup.md
@@ -2,8 +2,8 @@
Title: "Set up Microsoft 365 for business" f1.keywords: - NOCSH--++ audience: Admin
@@ -31,7 +31,7 @@ description: "Learn how to set up your Microsoft Business Premium, Microsoft 365
# Set up Microsoft 365 for business See the following links to get your business or [nonprofit](https://go.microsoft.com/fwlink/p/?LinkId=627221) up and running with [Microsoft 365 Business Standard](https://go.microsoft.com/fwlink/p/?LinkId=627220), Microsoft 365 Business Basic, Microsoft 365 Apps for business, or Office 365 Education.
-
+ Not a business? See [Set up for Microsoft 365 Family or Microsoft 365 Personal](https://support.microsoft.com/office/65415a24-3cbf-4f30-901d-9bf9eba7fce2). - [Set up Microsoft 365 Business Basic](setup-business-basic.md)
admin https://docs.microsoft.com/en-us/microsoft-365/admin/usage-analytics/customize-reports https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/usage-analytics/customize-reports.md
@@ -28,7 +28,7 @@ description: "Learn to customize reports in the browser and Power BI Desktop."
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/usage-analytics/enable-usage-analytics https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/usage-analytics/enable-usage-analytics.md
@@ -28,7 +28,7 @@ description: "Learn how to start collecting data for your tenant by using the Mi
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
admin https://docs.microsoft.com/en-us/microsoft-365/admin/usage-analytics/navigate-and-utilize-reports https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/admin/usage-analytics/navigate-and-utilize-reports.md
@@ -28,7 +28,7 @@ description: "Learn how to view the reports using navigation tabs and filters."
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/add-storage-space https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/add-storage-space.md
@@ -31,7 +31,7 @@ Last updated
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/billing-and-payments/change-payment-frequency https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/billing-and-payments/change-payment-frequency.md
@@ -29,7 +29,7 @@ description: "Learn how to change how frequently you're billed for your business
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/billing-and-payments/change-payment-method https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/billing-and-payments/change-payment-method.md
@@ -1,230 +0,0 @@
- Title: "Change your payment method"-- NOCSH-----
-localization_priority: Normal
--- M365-subscription-management-- Adm_O365-- Adm_TOC-- commerce--- TopSMBIssues-- MSStore_Link-- okr_SMB-- AdminSurgePortfolio-- BCS160-- MET150-- MOE150-- BEA160-- GEA150
-description: "Learn how to change the payment method for your business subscription."
--
-# Change your payment method
--
-When you buy a subscription, you choose to pay with a credit card or bank account, or to pay by invoice. You can change between paying by credit card or bank account and paying by invoice at any time during your subscription.
-
-> [!IMPORTANT]
-> Paying with a bank account is not available in some countries or regions.
-
- **Just want to change your credit card or bank account information?** See [Manage payment methods](manage-payment-methods.md).
-
- **Just want to change how often you're billed?** See [Change your payment frequency](change-payment-frequency.md).
-
- **What if I have an outstanding balance?**
-
-If you change from invoice to credit card or bank account, your current invoice charges aren't transferred to your credit card or bank account. Be sure to pay any outstanding invoice balance by wire transfer. In some regions, you can also pay your outstanding balance with a check. For more information about how to pay your outstanding balance, see your invoice.
-
-If you change from credit card or bank account to invoice, any outstanding balance is transferred to your next invoice.
-
-> [!NOTE]
-> If you pay by credit card, and your credit card is declined, you receive an email that lets you know that we were unable to process the payment. You can update your credit card information and immediately submit the payment by using the **Settle balance** link on the **Your products** page. For more information, see [What if my credit card was declined and my payment is past due?](pay-for-your-subscription.md#what-if-my-credit-card-was-declined-and-my-payment-is-past-due)
-
--
-When you buy Office 365 for business, you choose to pay by credit card or bank account, pay by invoice, or pay by using a prepaid product key. You can switch between paying by credit card or bank account and paying by invoice at any time during your subscription. If you paid using a prepaid product key, you can choose to switch over to paying by credit card or bank account, or to paying by invoice after your licensing period has ended.
-
-> [!NOTE]
-> After you switch payment methods, your users will continue to have the same license assignments as before.
-
- **Want to change your payment frequency?** If you want to change how frequently you pay for your subscription, either from annual to monthly or monthly to annual, you'll need to [call Microsoft support](../../admin/contact-support-for-business-products.md) for help.
-
- **Just want to change your credit card or bank account information?** See [Manage payment methods](manage-payment-methods.md).
-
- **What if I have an outstanding balance?**
-
-If you're moving from *invoice to credit card or bank account*, your existing invoice charges won't be transferred to your credit card or bank account, so be sure to pay any outstanding invoice balance by wire transfer. In some regions, you can also pay your outstanding balance by check. See your invoice for more information about paying your outstanding balance.
-
-If you're moving from *credit card or bank account to invoice*, any outstanding balance will be transferred to your next invoice.
-
-> [!NOTE]
-> If you pay by credit card, and your credit card is declined, you'll receive an email letting you know that we were unable to process the payment. You can update your credit card information and immediately submit the payment by using the **Pay now** button on the **Subscriptions** page. For more information, see [What if my credit card was declined and my payment is past due?](pay-for-your-subscription.md#what-if-my-credit-card-was-declined-and-my-payment-is-past-due)
-
--
-## Change from invoice to credit card or bank account
-
-> [!TIP]
-> The following steps apply to individual subscriptions only. If you have multiple subscriptions in your organization, complete these steps for each subscription that you want to change.
-
-When you change from paying by invoice to paying with a credit card or bank account, we automatically create a new subscription for you, move your users to the new subscription, and then disable your old subscription. Don't worry, your users won't see a disruption in service and all their information will be available through the new subscription.
-
-1. In the admin center, go to the **Billing**\> <a href="https://go.microsoft.com/fwlink/p/?linkid=842054" target="_blank">Your products</a> page.
-
-2. If you're in **Table** view, select **Cards**.
-
-3. Find the subscription that you want to change. Under **Billing**, next to the payment method, select **Edit**.
-
-4. Next to your existing payment method, select **Change**.
-
-5. From the drop-down menu, select a different payment method, or choose to add a new one.
-
-6. If you add a payment method, enter the card or account details, then select **Save**.
-
-7. Verify that the selected payment method is correct, then select **Save**.
---
-## Change from invoice to credit card or bank account
-
-> [!TIP]
-> The following steps apply to individual subscriptions only. If you have multiple subscriptions in your organization, complete these steps for each subscription that you want to change.
-
-When you change from paying by invoice to paying by credit card or bank account, we automatically create a new subscription for you, move your users to the new subscription, and then disable your old subscription. Don't worry, your users won't see a disruption in service and all of their information will be available through the new subscription.
-
-1. In the admin center, go to the **Billing**\> <a href="https://go.microsoft.com/fwlink/p/?linkid=847745" target="_blank">Subscriptions</a> page.
-
-2. Find the subscription that you want to change. In the **Payment details** section, select **Change payment details**.
-
-3. In the **Change payment details** pane, select **Change your payment method**.
-
-4. In the **Change your payment method** dialog box, select **Continue**.
-
-5. On the **How does this look?** page, you can optionally increase the number of users licenses that you want for this subscription. To continue, select **Next**.
-
-6. Some subscriptions have the option to choose a monthly or annual commitment. If you see a choice to pay by the year or by the month on the **How do you want to pay?** page, choose how frequently you want to pay.
-
-7. In the **Payment method** list, choose **Existing card**, **New credit card**, or **New bank account**.
-
-8. If you chose the **New credit card** or **New bank account** option in step 9, fill out the rest of your payment information.
-
-9. When you're done filling out the form, select **Place order**.
-
-When you return to the **Subscriptions** page, you will see the old subscription marked **Disabled** and the new one marked **Active**. You can let the old subscription expire.
-
--
-## Change from credit card or bank account to invoice
-
-You can change to pay by invoice only if your order is above a certain quantity. If you do not meet the requirement, you see the message "Your order quantity isn't large enough to qualify for invoice with check wire."
-
-If your order quantity is too high, a credit check might be required. If so, you see the message "Not eligible to change to invoice. Your order requires a credit check." In this case, you change to pay by invoice manually. Use the following steps to complete the manual change.
-
-1. Go to <a href="https://Microsoft365.com" target="_blank">Microsoft365.com</a> and buy the same subscription as the one you currently have. At check-out, choose the option to pay by invoice.
-
- > [!IMPORTANT]
- > You can't use the **Your products** page in the admin center to buy the subscription. You must use <a href="https://Microsoft365.com" target="_blank">Microsoft365.com</a>.
-
-2. After the purchase is complete, cancel the original subscription. Your users are automatically moved to the new subscription.
-
-If no credit check is required, use the following steps to change to paying by invoice.
-
-1. In the admin center, go to the **Billing**\> <a href="https://go.microsoft.com/fwlink/p/?linkid=842054" target="_blank">Your products</a> page.
-
-2. If you're in **Table** view, select **Cards**.
-
-3. Find the subscription that you want to change. Under **Billing**, next to the payment method, select **Edit**.
-
-4. Next to your existing payment method, select **Change**.
-
-5. From the drop-down menu, select **Invoice or wire transfer**.
-
-6. Enter your name, address, and phone number. You can also add a PO number to display on the invoice.
-
-7. When you're finished, select **Save**.
-
-8. Verify that the selected payment method is correct, then select **Save**.
---
-## Change from credit card or bank account to invoice
-
-> [!NOTE]
-> The option to pay by invoice is only available if your subscription costs over a certain amount (which varies by service location). A credit check might be required for larger invoice payments. To learn more, see [Pay for your subscription](pay-for-your-subscription.md).
-
-1. In the admin center, go to the **Billing**\> <a href="https://go.microsoft.com/fwlink/p/?linkid=847745" target="_blank">Subscriptions</a> page.
-
-2. Find the subscription that you want to change. In the **Payment method** section, select **Change payment details**.
-
-3. In the **Change payment details** pane, select **Change your payment method**.
-
- > [!TIP]
- > If the **Change your payment method** link isn't displayed, it means that switching from credit card or bank account to invoice isn't available for the subscription because the subscription doesn't meet the minimum cost amount for billing by invoice. The minimum cost amount required to be billed by invoice varies by geographic location.
-
-4. In the **Change your payment method** dialog box, select **Continue**.
-
-5. Select **OK** to return to the admin center.
---
-## Verify which payment method is configured
-
-You can use the following steps at any time to verify the payment method that's configured for a subscription.
-
-1. In the admin center, go to the **Billing**\> <a href="https://go.microsoft.com/fwlink/p/?linkid=842054" target="_blank">Your products</a> page.
-
-2. Find the subscription that you want to verify. The payment method that's configured for the subscription appears in the **Billing** section.
---
-## Verify which payment method is configured
-
-You can use the following steps at any time to verify the payment method that's configured for a subscription.
-
-1. In the admin center, go to the **Billing**\> <a href="https://go.microsoft.com/fwlink/p/?linkid=847745" target="_blank">Subscriptions</a> page.
-
-2. Find the subscription that you want to verify. The payment method that's configured for the subscription appears under **Payment method**.
---
-When you purchase Office 365 operated by 21Vianet in China, you choose either to pay by invoice, or by online payment using Alipay or China UnionPay. You can change your payment method later by calling support and going through the purchasing process again.
-
-> [!NOTE]
-> If your subscription costs under a certain amount of money (this amount varies by service location), the invoice payment method is not available as an option. If your subscription costs over a certain amount of money, you will have the option to pay by invoice. A credit check may be required for larger invoice payments.
-
-1. Call [the 21Vianet support team](../../admin/contact-support-for-business-products.md).
-
-2. Wait while the support agent puts your subscription in a "canceled - reduced functionality" or "expired" state. Don't worry, your users will still be able to use their services during this time.
-
-3. While on the phone with the service agent, purchase a new subscription and, during checkout, choose the payment method you want to switch to.
-
-After you complete these steps, your payment method will be changed and your users will continue to have the same license assignments as before.
-
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/billing-and-payments/change-your-billing-addresses https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/billing-and-payments/change-your-billing-addresses.md
@@ -34,7 +34,7 @@ description: "Learn how to update your billing addresses for Microsoft 365 for b
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
@@ -56,7 +56,7 @@ To learn more about your bill or invoice, see [View your bill or invoice](view-y
::: moniker range="o365-germany"
-To learn more about your bill or invoice, see [View your bill or invoice](view-your-bill-or-invoice.md) and [Understand your bill orinvoice](understand-your-invoice2.md).
+To learn more about your bill or invoice, see [View your bill or invoice](view-your-bill-or-invoice.md) and [Understand your bill or invoice](understand-your-invoice2.md).
::: moniker-end
@@ -118,7 +118,7 @@ If you're using Office 365 operated by 21Vianet in China, see [View your bill or
3. On the **Change payment details** page, update your billing address, and then select **Submit**.
- You can [Change your payment method for Office 365 operated by 21Vianet](change-payment-method.md) from Invoice to Online payment using Alipay or China UnionPay, or vice versa.
+ You can change your payment method for Office 365 operated by 21Vianet from Invoice to Online payment using Alipay or China UnionPay, or vice versa.
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/billing-and-payments/manage-payment-methods https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/billing-and-payments/manage-payment-methods.md
@@ -29,7 +29,7 @@ Last updated
::: moniker range="o365-21vianet" > [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end When you buy business products or services from Microsoft, you can use an existing payment method, or add a new one. You can use a credit or debit card, or bank account to pay for the things you buy.
@@ -120,10 +120,10 @@ If a payment method is attached to any subscriptions or billing profiles, first
## Troubleshoot payment methods
-|**Issue**|**Troubleshooting steps**|
+| Issue | Troubleshooting steps |
|:-|:--| |**I get an error message that says, "The browser is currently set to block cookies."** |Set your browser to allow third-party cookies and try again. |
-|**My credit or debit card was declined.** |If you pay by credit or debit card, and your card is declined, you receive an email that says Microsoft was unable to process the payment. Double-check that the card details&mdash;card number, expiration date, name on the card, and address, including city, state, and ZIP code&mdash;appear exactly as they do on the card and your statement. You can update your card information and immediately submit the payment by using the **Settle balance** link in the **Billing** section of the subscription details page. For more information, see [What if my credit card was declined and my payment is past due?](pay-for-your-subscription.md#what-if-my-credit-card-was-declined-and-my-payment-is-past-due) <br/><br/> If you continue to see the "declined" message, contact your bank. It's possible that your card isn't active. If you recently received the card in the mail with an updated expiration date, make sure it's activated. Your bank can also tell you whether your card isn't approved for online, international, or recurring transactions. |
+|**My credit or debit card was declined.** |If you pay by credit or debit card, and your card is declined, you receive an email that says Microsoft was unable to process the payment. Double-check that the card details&mdash;card number, expiration date, name on the card, and address, including city, state, and ZIP code&mdash;appear exactly as they do on the card and your statement. You can update your card information and immediately submit the payment by using the **Settle balance** link in the **Billing** section of the subscription details page. For more information, see [What if I have an outstanding balance?](pay-for-your-subscription.md#what-if-i-have-an-outstanding-balance) <br/><br/> If you continue to see the "declined" message, contact your bank. It's possible that your card isn't active. If you recently received the card in the mail with an updated expiration date, make sure it's activated. Your bank can also tell you whether your card isn't approved for online, international, or recurring transactions. |
|**I want to update a card or bank account number.** |You can't change the card or account number on an existing payment method. If your card or account number has changed, [replace it with a different payment method](#replace-a-payment-method), which moves all active subscriptions from the payment method to the new one, then [delete the old payment method](#delete-a-payment-method-with-no-subscriptions-or-billing-profiles-attached). | |**I only have one card or bank account on my account and I want to remove it.** |If you only have one payment method, you must [replace it with a new payment method](#replace-a-payment-method) before you can delete it. | |**I can't add my card or bank account.** |You must use a payment method issued from the same country as your tenant. If you have trouble entering your card or bank account information, you can [contact support](../../admin/contact-support-for-business-products.md). |
@@ -132,4 +132,4 @@ If a payment method is attached to any subscriptions or billing profiles, first
[Pay for your business subscription](pay-for-your-subscription.md) (article)\ [Manage billing profiles](manage-billing-profiles.md) (article)\
-[Change your billing frequency](change-payment-frequency.md) (article)
+[Change your billing frequency](change-payment-frequency.md) (article)
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/billing-and-payments/pay-for-your-subscription https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/billing-and-payments/pay-for-your-subscription.md
@@ -1,5 +1,5 @@
Title: "Pay for your subscription"
+ Title: "Paying for your subscription"
f1.keywords: - NOCSH
@@ -12,106 +12,79 @@ localization_priority: Normal
- M365-subscription-management - Adm_O365-- Adm_TOC-- commerce search.appverid:-- BCS160 - MET150-- MOE150-- BEA160 ms.assetid: 734f4aab-df2d-4e9b-8cb1-691910bde216 description: "Learn what payment options are available to pay for your Microsoft 365 for business subscription." - okr_SMB - fwlink 808700 for SEPA UI glink 906 for older uI - AdminSurgePortfolio
+- commerce
-# Pay for your subscription
+# How to pay for your subscription
::: moniker range="o365-21vianet" > [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
-When you set up your subscription, you can choose to pay by using credit card or bank account payments, or to pay by invoice using check or electronic funds transfer (EFT). Whichever method you choose, that is the payment method we will continue to use for subsequent billing periods, unless you [change your payment method](change-payment-method.md).
-
-> [!NOTE]
-> Paying by bank account is not available in some countries or regions.
-
-## Pay by credit card or bank account
-
-When you pay by credit card or bank account, you'll be automatically charged for your subscription the day after the invoice date, until the end of your subscription term. You can [manage payment methods](manage-payment-methods.md) whenever you need to. You can also choose to [Receive a copy of your billing statement in email](#receive-a-copy-of-your-billing-statement-in-email).
-
-### What if my credit card was declined and my payment is past due?
-
-If you pay by credit card, and your credit card is declined, you'll receive an email letting you know that we were unable to process the payment. This can happen for several reasons, including if the credit card has expired. We'll continue to retry the transaction every few days. If those attempts fail, you'll continue to receive email alerts about those failures. You can use the **Settle balance** feature at any time to change your credit card information and immediately resubmit the payment.
-
-> [!NOTE]
-> If you switch to a different credit card to pay the outstanding balance on your subscription, that card will be charged for all future automatic payments for that subscription.
+You can use a credit or debit card, or bank account to pay for your subscription. In some cases, you can pay by invoice, using check or electronic funds transfer (EFT). If you have a billing profile, your options are slightly different. If youΓÇÖre not sure if your account has a billing profile, see [Understand billing profiles](manage-billing-profiles.md).
+**Just want to find out where to send your invoice payment?** If you pay your invoice by check or electronic funds transfer (EFT), see [Where do I send my check or EFT payment?](#where-do-i-send-my-check-or-eft-payment)
-1. In the admin center, go to the **Billing** \> <a href="https://go.microsoft.com/fwlink/p/?linkid=842054" target="_blank">Your products</a> page.
+## Before you begin
-2. Find the subscription with the outstanding balance. In the **Billing** section, next to **Subscription has a past due payment**, select **Settle balance**.
+- You must be a Global or Billing admin to do the steps described in this article. For more information, see [About admin roles](../../admin/add-users/about-admin-roles.md).
+- The payment method that you choose during checkout is the payment method that we use for all future billing periods. You can change it at any time.
-3. If you're the credit card owner, you can change the expiration date for the card, pick a different card, or [add a new card](manage-payment-methods.md).
+## Paying by credit or debit card, or bank account
- > [!NOTE]
- > When you use the **Settle balance** feature, you'll be charged for the entire outstanding balance on your account, which could be more than the amount due shown elsewhere.
-
-4. If you're not the credit card owner, you can choose a different credit card or [add a new card](manage-payment-methods.md).
-
-5. After you've updated the credit card information or changed the credit card that is used to pay for the subscription, select **Save**.
---
-1. In the admin center, go to the **Billing** \> <a href="https://go.microsoft.com/fwlink/p/?linkid=847745" target="_blank">Subscriptions</a> page.
+> [!IMPORTANT]
+> Paying by bank account is not available in some countries or regions.
-2. Select the subscription that you want to change. In the **My bill** section, select **Pay now**.
+You can pay for your subscription with a credit or debit card, or a bank account. When you pay with one of these payment methods, we continue to charge that payment method until the subscription expires, or is canceled. You can [manage payment methods](manage-payment-methods.md) whenever you need to. You can also choose to [receive a copy of your billing statement in email](view-your-bill-or-invoice.md#receive-a-copy-of-your-billing-statement-in-email).
-3. If you're the credit card owner, you can change the expiration date for the card, pick a different card, or [add a new card](manage-payment-methods.md).
+## Paying by invoice
- > [!NOTE]
- > When you use the **Pay now** feature, you'll be charged for the entire outstanding balance on your account, which could be more than the amount due shown elsewhere.
+In some cases, you can pay for your subscription by invoice with a check or EFT. To be eligible to pay by invoice, you must:
-4. If you're not the credit card owner, you can choose a different credit card or [add a new card](manage-payment-methods.md).
+- Be an established customer
+- Have a subscription cost that exceeds a certain amount (this amount varies by service location)
+- Pass a credit check
-5. After you've updated the credit card information or changed the credit card that is used to pay for the subscription, select **Submit**. You'll see a confirmation message that says "Your payment method has been updated and all outstanding charges are settled. Thank you."
+If a credit check is required, youΓÇÖre notified when you buy your subscription. If you agree to be contacted, you get an email that includes more information about applying for credit approval. Credit checks are usually completed within two business days.
-
-## Pay by invoice (check or EFT)
+> [!NOTE]
+> Customers who live in Brazil can pay for a subscription with a Boleto Bancario. If you have selected this option, the billet for payment is sent to the email provided during subscription purchase within 10 working days after the order date. The due date is 30 days after the order date. If you don't receive your Boleto by email, check your spam folder or contact support.
+>
+> If you prefer, you can pay by electronic transfer between accounts. The Agency and account number are at the bottom of your invoice. You must enter your invoice number in the Transfer identification field.
-If your subscription costs over a certain amount of money (this amount varies by service location), you'll have the option to pay by invoice by using a check or EFT. A credit check may be required for larger invoice payments. If a credit check is required, you'll be notified when you purchase your subscription. And, if you agree to be contacted, you'll get an email that includes more information about applying for credit approval. Credit checks are usually completed within two business days.
+If you pay by invoice for your subscription, you get an email when your billing statement is ready to view. This email doesnΓÇÖt contain a copy of your billing statement. However, you can choose to [receive a copy of your billing statement in email](view-your-bill-or-invoice.md#receive-a-copy-of-your-billing-statement-in-email). Your billing statement includes details about your options for making a payment, and where to send it. If you enter a purchase order (PO) number when you buy a subscription, the number appears on your billing statement. For information about accessing billing statements, see [View your bill or invoice](view-your-bill-or-invoice.md).
-> [!NOTE]
-> Customers who live in Brazil can pay for a subscription with a Boleto Bancario. If you have selected this option, the billet for payment is sent to the email provided during subscription purchase within 10 working days after the order date. The due date is 30 days after the order date. If you don't receive your Boleto by email, check your spam folder or contact support. <br><br>If you prefer, you can pay by electronic transfer between accounts. The Agency and account number are at the bottom of your invoice. You must enter your invoice number in the Transfer identification field.
+## What if I have an outstanding balance?
-If you pay by invoice for your subscription, you'll get an email that says your billing statement is ready to view. This email does not contain a copy of your billing statement. However, you can also choose to [Receive a copy of your billing statement in email](#receive-a-copy-of-your-billing-statement-in-email). Your billing statement includes details about your options for making a payment. If you enter a purchase order (PO) number when you buy a subscription, the number appears on your billing statement. For information about accessing billing statements, see [View your bill or invoice](view-your-bill-or-invoice.md).
+If weΓÇÖre unable to charge the payment method on file, we send an email that lets you know thereΓÇÖs a problem. The email briefly states what the problem is and includes a link where you can check the outstanding balance. We continue to retry the transaction every few days for 30 days, during which time the subscription is in a grace period. Every time a transaction fails, you receive an email alert about the failure.
-> [!NOTE]
-> By default, your organization's billing notifications are sent to the Microsoft email address and the alternate email address of every global and billing admin in your organization. To change the alternate email address, see [Change your billing addresses](change-your-billing-addresses.md).
+If you personally added the payment method that has a past due amount, you can use **Settle balance** to make a payment. The payment method that you use to pay the overdue amount becomes the new payment method for all subscriptions that used the declined payment method.
-### Can I pay my bill online?
+1. In the admin center, go to the **Billing** > **Bills & payments** page, then select the <a href="https://go.microsoft.com/fwlink/p/?linkid=2018806" target="_blank">Payment methods</a> tab.
+1. A warning message says which payment method was declined. Select **Settle balance**.
+1. In the right pane, choose a different payment method, or select **Add a new payment method**.
+1. After you've updated the payment method information, select **Save**.
-Unfortunately, if your subscription is set up to pay by invoice, we can't accept online payments directly. You can, however, [change your payment method to credit card or bank account](change-payment-method.md), and the amount due will be automatically charged to your card or account after each service period. For Azure, see [How to change the credit card used to pay for an Azure subscription](https://go.microsoft.com/fwlink/p/?LinkId=718057).
+If you didnΓÇÖt add the payment method used to pay for the subscription, you must replace the payment method with one you previously added, or with a new one.
-> [!NOTE]
-> If you're switching to pay by automatic credit card payments, be sure to first pay all outstanding balances. Check your billing statement for payment options and instructions. For more information, see [Understand your bill or invoice](understand-your-invoice2.md).
+## Where do I send my check or EFT payment?
-### Where do I send my check or EFT payment?
+[Check your invoice](view-your-bill-or-invoice.md) for payment instructions. You can also use the drop-down below to find payment instructions for your country or region. If you're not sure how much you owe, you can check your bill and billing history online on the **Invoices** tab of the <a href="https://go.microsoft.com/fwlink/p/?linkid=2102895" target="_blank">Bills & payments</a> page.
> [!NOTE]
-> Payment by check is only available in a few countries. You can follow the payment instructions below for your country, or [check your invoice](understand-your-invoice2.md).
-
-If you're not sure how much you owe, you can [check your bill and billing history online](view-your-bill-or-invoice.md). For Azure, see [How to download your Azure billing invoice and daily usage data](https://go.microsoft.com/fwlink/p/?LinkId=718058).
+> Paying by check is only available in a few countries.
**Choose your "bill-to" country or region from the drop-down menu below.**
@@ -269,44 +242,20 @@ If you're not sure how much you owe, you can [check your bill and billing histor
> - [Zambia](../pay/zambia.md) > - [Zimbabwe](../pay/zimbabwe.md)
-## Receive a copy of your billing statement in email
-
-You can choose to receive a copy of your billing statement as an email attachment. If you do, be aware that:
--- An email will be sent to both the primary and alternate email address for every person listed as a notification recipient.
+## Can I pay my invoice online?
-- You will receive two separate emails: one that lets you know that your bill is ready, with instructions to log on to the admin center to view it, and a second email that contains the billing statement as an attachment.
+You canΓÇÖt pay your invoice online. You must remit payment via either check or EFT.
-### To receive your billing statement in email
+## Can I change from my current payment method to paying by invoice?
+You can only change to paying by invoice if your subscription costs above a certain amount. You must first pay any outstanding balance on the credit or debit card or bank account before you can change to paying by invoice. To learn how to change payment methods, see [Change a payment method for a single subscription](manage-payment-methods.md#change-a-payment-method-for-a-single-subscription).
-1. In the admin center, go to the **Billing** \> <a href="https://go.microsoft.com/fwlink/p/?linkid=853212" target="_blank">Billing notifications</a> page.
+## Can I change from paying by invoice to using a different payment method?
--
-1. In the admin center, go to the **Billing** > <a href="https://go.microsoft.com/fwlink/p/?linkid=853213" target="_blank">Billing notifications</a> page.
---
-1. In the admin center, go to the **Billing** > <a href="https://go.microsoft.com/fwlink/p/?linkid=853215" target="_blank">Billing notifications</a> page.
--
-2. Under **Receive billing statement as email attachment?**, switch the toggle to **On**.
-
- You can stop receiving the billing statement emails at any time by switching the toggle to **Off**.
-
-## Need to switch payment methods?
-
-If your original reasons for choosing invoice, credit card, or bank account have changed, for example, if you adjust your subscription so that the payment amount is lower so that you no longer qualify for invoice payments, you can change your payment method. For more information, see [Change your payment method](change-payment-method.md).
+You canΓÇÖt automatically change from paying by invoice to paying with a different payment method. Instead, you must [buy a different subscription](../try-or-buy-microsoft-365.md#buy-a-different-subscription) paid for with a credit or debit card or bank account, [move all users to the new subscription](../subscriptions/move-users-different-subscription.md), and then [cancel the old subscription](../subscriptions/cancel-your-subscription.md).
## Related articles
-[Manage payment methods](manage-payment-methods.md)
-
-[Understand your bill or invoice](understand-your-invoice2.md)
+[Manage payment methods](manage-payment-methods.md) (article)\
+[View your bill or invoice](view-your-bill-or-invoice.md) (article)\
+[Understand your bill or invoice](understand-your-invoice2.md) (article)
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/billing-and-payments/top-billing-questions https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/billing-and-payments/top-billing-questions.md
@@ -1,224 +0,0 @@
- Title: "Top billing questions for Microsoft 365 for business"-- NOCSH-----
-localization_priority: Normal
--- M365-subscription-management -- Adm_O365-- Adm_NonTOC-- commerce--- TopSMBIssues-- okr_SMB-- AdminSurgePortfolio-- MET150
-description: "Find answers to your top billing questions for Microsoft 365 for business subscriptions."
--
-# Top billing questions for Microsoft 365 for business
-
-Have questions about your billing statement? Here are the answers to the top billing questions.
-
-If you can't find an answer to your question, or you have a problem with your bill, please [contact support](../../admin/contact-support-for-business-products.md) for assistance.
-
-
-If you need help interpreting the charges you see on your bill or understanding the terms used, see [Understand your bill or invoice](understand-your-invoice2.md).
---
-If you need help interpreting the charges you see on your bill or understanding the terms used, see [Understand your bill or invoice](understand-your-invoice2.md).
--
-## I have a question about my bill. How can I get help?
--
-Billing support is provided in English, Monday - Friday, from 6 AM to 5 PM Pacific Time (UTC-8), and from 5 AM to 9 PM in Australia (UTC+8).
-
-- In the United States, call 1 (800) 865-9408.--- In Australia, call 1 (800) 197-503.--- In Canada, call 1 (800) 865-9408.--- In the United Kingdom, call 0 (800) 032-6417.-
-For more contact phone numbers by country or region, see [Contact support for business products](../../admin/contact-support-for-business-products.md).
-
--
-Billing support is provided in German and English, Monday - Friday, from 9 AM to 5 PM Berlin (UTC+1).
-
-- In Germany, call 0800 589 2330.-
-For more contact phone numbers by country or region, [Contact support for business products](../../admin/contact-support-for-business-products.md).
-
--
-For questions about Office 365 operated by 21Vianet, [Contact support for business products](../../admin/contact-support-for-business-products.md).
-
-
-## How do I update my credit card or bank account information?
-
-See [Manage payment methods](manage-payment-methods.md).
-
-> [!NOTE]
-> Paying by bank account is not available in some countries or regions.
-
-
-## How do I update my credit card or bank account information?
-
-See [Manage payment methods](manage-payment-methods.md).
-
-> [!NOTE]
-> Paying by bank account is not available in some countries or regions.
-
-
-## Can I change the method I use to pay for my subscription?
-
-Yes. See [Change your payment method](change-payment-method.md).
-
-## Can I change how frequently I pay for my subscription?
-
-Yes, but you'll need to [call support](../../admin/contact-support-for-business-products.md) for assistance.
--
-## Can I get a copy of my billing statement sent via email?
-
-Yes. To get your billing statement as an email attachment, use the following steps:
-
-1. In the Microsoft 365 admin center, go to the **Billing** \> <a href="https://go.microsoft.com/fwlink/p/?linkid=853212" target="_blank">Billing notifications</a> page.
-
-2. Under **Receive billing statement as email attachment?**, switch the toggle to **On**.
-
- You can stop receiving the billing statement emails at any time by switching the toggle to **Off**.
--
-## Can I get a copy of my billing statement sent via email?
-
-Yes. To get your billing statement as an email attachment, use the following steps:
-
-1. In the admin center, go to the **Billing** \> <a href="https://go.microsoft.com/fwlink/p/?linkid=853213" target="_blank">Billing notifications</a> page.
-
-2. Under **Receive billing statement as email attachment?**, switch the toggle to **On**.
-
- You can stop receiving the billing statement emails at any time by switching the toggle to **Off**.
--
-## How do I cancel a subscription?
-
-There are two ways to cancel paid or trial subscriptions: You can cancel online, or cancel by calling support. To learn more about which method you can use, depending on your circumstances, see [Cancel your subscription](../subscriptions/cancel-your-subscription.md).
-
-## How do I see my current order balance?
-
-The total that is displayed on the Bills page is the invoice balance - the total as of the invoice date. To see your current order balance, view your most recent order or invoice.
-
-
-See [View your bill or invoice](view-your-bill-or-invoice.md).
---
-See [View your bill or invoice](view-your-bill-or-invoice.md).
---
-See [View your bill or get Fapiaos in Office 365 operated by 21Vianet](../../admin/services-in-chin).
--
-## What taxes will I be charged?
-
-See [Tax information](tax-information.md) to find out what tax you're charged, depending on your country or region.
-
-
-## What taxes will I be charged?
-
-See [Tax information](tax-information.md) to find out what tax you're charged, depending on your country or region.
-
-
-## How do I apply for tax exempt status?
-
-You can [Apply for tax-exempt status](tax-information.md#apply-for-tax-exempt-status) by providing the proper documentation to Support.
-
-
-## How do I apply for tax exempt status?
-
-You can [Apply for tax-exempt status](tax-information.md#apply-for-tax-exempt-status) by providing the proper documentation to Support.
-
-
-## How do I view and print my bill?
--
-1. In the admin center, go to the **Billing** \> <a href="https://go.microsoft.com/fwlink/p/?linkid=2102895" target="_blank">Bills & payments page</a> page.
-2. On the **Invoices** tab, elect an invoice date range.
-3. Select the invoice that you want to view.
-4. To print or save a PDF copy of the bill, select **Download PDF**, and then print the PDF.
-
-To learn more, see [View your bill or invoice](view-your-bill-or-invoice.md).
---
-1. On the <a href="https://go.microsoft.com/fwlink/p/?linkid=848040" target="_blank">Bills</a> page, select an invoice date range.
-
-2. To print or save a PDF copy of the bill, select **Download invoice PDF**, and then print the PDF.
-
-To learn more, see [View your bill or invoice](view-your-bill-or-invoice.md).
---
-1. On the Bills page, select an invoice date range.
-
-2. To print or save a PDF copy of the bill, select **Download invoice PDF**, and then print the PDF.
-
-To learn more, see [View your bill or get Fapiaos in Office 365 operated by 21Vianet](../../admin/services-in-chin).
--
-## Why don't I see any bills?
-
-If you have only trial subscriptions or if you used a prepaid product key that you bought at a retail store or from a partner, you won't have any bills.
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/billing-and-payments/understand-your-invoice https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/billing-and-payments/understand-your-invoice.md
@@ -28,7 +28,7 @@ keywords: billing accounts, organization info, invoices
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/extend-your-trial https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/extend-your-trial.md
@@ -27,7 +27,7 @@ description: "Learn how to extend your trial subscription for another 30-day per
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/manage-partners https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/manage-partners.md
@@ -23,7 +23,7 @@ description: "Learn how to work with Microsoft-certified solution providers (par
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/manage-saas-apps https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/manage-saas-apps.md
@@ -24,7 +24,7 @@ You can manage licenses and billing for third-party apps in the new Microsoft 36
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/subscriptions/cancel-your-subscription https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/subscriptions/cancel-your-subscription.md
@@ -27,7 +27,7 @@ Last updated
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/subscriptions/manage-self-service-purchases-admins https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/subscriptions/manage-self-service-purchases-admins.md
@@ -23,7 +23,7 @@ description: "Admins can learn how to manage self-service purchases made by user
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/subscriptions/manage-self-service-purchases-users https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/subscriptions/manage-self-service-purchases-users.md
@@ -23,7 +23,7 @@ description: "Users can learn how to manage their self-service purchases."
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/subscriptions/move-users-different-subscription https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/subscriptions/move-users-different-subscription.md
@@ -28,7 +28,7 @@ Last updated 07/01/2020
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/subscriptions/reactivate-your-subscription https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/subscriptions/reactivate-your-subscription.md
@@ -30,7 +30,7 @@ description: "Learn how to reactivate your subscription when it expires, is disa
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/subscriptions/renew-your-subscription https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/subscriptions/renew-your-subscription.md
@@ -29,7 +29,7 @@ description: "Learn how to renew your Microsoft 365 by turning recurring billing
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
commerce https://docs.microsoft.com/en-us/microsoft-365/commerce/subscriptions/upgrade-to-different-plan https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/commerce/subscriptions/upgrade-to-different-plan.md
@@ -28,7 +28,7 @@ description: "Learn how to upgrade to a different plan."
> [!NOTE] > The admin center is changing. If your experience doesn't match the details presented here, see
-[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet).
+[About the new Microsoft 365 admin center](https://docs.microsoft.com/microsoft-365/admin/microsoft-365-admin-center-preview?view=o365-21vianet&preserve-view=true).
::: moniker-end
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/audit-log-retention-policies https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/audit-log-retention-policies.md
@@ -46,21 +46,19 @@ Advanced Audit in Microsoft 365 provides a default audit log retention policy fo
- All custom audit log retention policies (created by your organization) take priority over the default retention policy. For example, if you create an audit log retention policy for Exchange mailbox activity that has a retention period that's shorter than one year, audit records for Exchange mailbox activities will be retained for the shorter duration specified by the custom policy.
-## Create an audit log retention policy in the compliance center
+## Create an audit log retention policy
-1. Go to [https://compliance.microsoft.com](https://compliance.microsoft.com) and sign in with user account that's assigned the Organization Configuration role in the Security & Compliance Center.
+1. Go to [https://compliance.microsoft.com](https://compliance.microsoft.com) and sign in with a user account that's assigned the Organization Configuration role on the Permissions page in the Security & Compliance Center.
2. In the left pane of the Microsoft 365 compliance center, click **Show all**, and then click **Audit**.
- The **Audit** page is displayed.
+3. Click the **Audit retention policies** tab.
- ![The Audit log search page in the compliance center](../media/AuditLogRetentionPolicy1.png)
+4. Click **Create audit retention policy**, and then complete the following fields on the flyout page:
-3. Click **Create audit retention policy**, and then complete the following fields on the flyout page:
+ ![New audit retention policy flyout page](../media/CreateAuditLogRetentionPolicy.png)
- ![Audit retention policy flyout page](../media/AuditLogRetentionPolicy2.png)
-
- 1. **Name:** The name of the audit log retention policy. This name must be unique in your organization.
+ 1. **Policy name:** The name of the audit log retention policy. This name must be unique in your organization, and it can't be change after the policy is created.
2. **Description:** Optional, but helpful to provide information about the policy, such as the record type or workload, users specified in the policy, and the duration.
@@ -76,11 +74,44 @@ Advanced Audit in Microsoft 365 provides a default audit log retention policy fo
6. **Priority:** This value determines the order in which audit log retention policies in your organization are processed. A higher value indicates a higher priority. For example, a policy with a priority value of **5** would take priority over a policy with a priority value of **0**. As previously explained, any custom audit log retention policy takes priority over the default policy for your organization.
-4. Click **Save** to create the new audit log retention policy.
+5. Click **Save** to create the new audit log retention policy.
+
+ The new policy is displayed in the list on the **Audit retention policies** tab.
+
+## Manage audit log retention policies
+
+Audit log retention policies are listed on the **Audit retention policies** tab (also called the *dashboard*). You can use the dashboard to view, edit, and delete audit retention policies.
+
+### View policies in the dashboard
+
+Audit log retention policies are listed in the dashboard. One advantage of viewing policies in the dashboard is that you can click the **Priority** column to list the policies in the priority in which they are applied. As previously explained, a higher value indicates a higher priority.
+
+![Priority column in the Audit retention policies dashboard](../media/AuditLogRetentionDashboardPriority.png)
+
+You can also select a policy to display its settings on the flyout page.
+
+> [!NOTE]
+> The default audit log retention policy for your organization isn't displayed in the dashboard.
+
+### Edit policies in the dashboard
+
+To edit a policy, select it to display the flyout page. You can modify one or more setting and then save your changes.
++
+> [!IMPORTANT]
+> If you use the **New-UnifiedAuditLogRetentionPolicy** cmdlet, it's possible to create an audit log retention policy for record types or activities that aren't available in the **Create audit retention policy** tool in the dashboard. In this case, you won't be able to edit the policy (for example, change the retention duration or add and remove activities) from the **Audit retention policies** dashboard. You'll only be able to view and delete the policy in the compliance center. To edit the policy, you'll have to use the [Set-UnifiedAuditLogRetentionPolicy](https://docs.microsoft.com/powershell/module/exchange/set-unifiedauditlogretentionpolicy) cmdlet in Security & Compliance Center PowerShell.<br/><br/>**Tip:** A message is displayed at the top of the flyout page for policies that have to be edited using PowerShell.
+
+### Delete policies in the dashboard
-## Create an audit log retention policy in PowerShell
+To delete a policy, click the **Delete** ![Delete icon](../media/92a9f8e0-d469-48da-addb-69365e7ffb6f.jpg) icon and then confirm that you want to delete the policy. The policy is removed from the dashboard, but it might take up to 30 minutes for the policy to be removed from your organization.
-You can also use Security & Compliance Center PowerShell to create audit log retention policies.
+## Create and manage audit log retention policies in PowerShell
+
+You can also use Security & Compliance Center PowerShell to create and manage audit log retention policies. One reason to use PowerShell is to create a policy for a record type or activity that isn't available in the UI.
+
+### Create an audit log retention policy in PowerShell
+
+Follow these steps to create an audit log retention policy in PowerShell:
1. [Connect to Security & Compliance Center PowerShell](https://docs.microsoft.com/powershell/exchange/connect-to-scc-powershell).
@@ -108,41 +139,41 @@ New-UnifiedAuditLogRetentionPolicy -Name "SixMonth retention for admin logons" -
For more information, see [New-UnifiedAuditLogRetentionPolicy](https://docs.microsoft.com/powershell/module/exchange/new-unifiedauditlogretentionpolicy).
-## View audit log retention policies
+### View policies in PowerShell
-At this time, the only way to view custom audit log retention policies is to use the **Get-UnifiedAuditRetentionPolicy** cmdlet in Security & Compliance Center PowerShell. Here's a sample command to display the settings (that you configured in the previous step) for the audit log retention policies in your organization. This command sorts the policies from the highest to lowest priority.
+Use the [Get-UnifiedAuditLogRetentionPolicy](https://docs.microsoft.com/powershell/module/exchange/get-unifiedauditlogretentionpolicy) cmdlet in Security & Compliance Center PowerShell to view audit log retention policies.
+
+Here's a sample command to display the settings for all audit log retention policies in your organization. This command sorts the policies from the highest to lowest priority.
```powershell Get-UnifiedAuditLogRetentionPolicy | Sort-Object -Property Priority -Descending | FL Priority,Name,Description,RecordTypes,Operations,UserIds,RetentionDuration ``` > [!NOTE]
-> At this time, the **Get-UnifiedAuditLogRetentionPolicy** cmdlet doesn't return the default audit log policy for your organization.
+> The **Get-UnifiedAuditLogRetentionPolicy** cmdlet doesn't return the default audit log retention policy for your organization.
+
+### Edit policies in PowerShell
-For more information, see [Get-UnifiedAuditLogRetentionPolicy](https://docs.microsoft.com/powershell/module/exchange/get-unifiedauditlogretentionpolicy).
+Use the [Set-UnifiedAuditLogRetentionPolicy](https://docs.microsoft.com/powershell/module/exchange/set-unifiedauditlogretentionpolicy) cmdlet in Security & Compliance Center PowerShell to edit an existing audit log retention policy.
-## Some audit log retention policies not supported in the UI
+### Delete policies in PowerShell
-If you use the **New-UnifiedAuditLogRetentionPolicy** cmdlet, it's possible to create an audit log retention policy for record types or activities that aren't available in the **Create audit retention policy** tool in the Microsoft 365 compliance center. In this case, you won't be able to edit the policy (for example, change the retention duration or add and remove activities) from the **Audit retention policies** tab in the compliance center. You'll only be able to view and delete the policy in the compliance center. To edit the policy, you'll have to use the **Set-UnifiedAuditLogRetentionPolicy** cmdlet in Security & Compliance Center PowerShell.
+Use the [Remove-UnifiedAuditLogRetentionPolicy](https://docs.microsoft.com/powershell/module/exchange/remove-unifiedauditlogretentionpolicy) cmdlet in Security & Compliance Center PowerShell to delete an audit log retention policy. It might take up to 30 minutes for the policy to be removed from your organization.
## More information -- Use the **Set-UnifiedAuditLogRetentionPolicy** cmdlet in Security & Compliance Center PowerShell to modify an existing audit log retention policy. For more information, see [Set-UnifiedAuditLogRetentionPolicy](https://docs.microsoft.com/powershell/module/exchange/set-unifiedauditlogretentionpolicy).--- Use the **Remove-UnifiedAuditLogRetentionPolicy** cmdlet in Security & Compliance Center PowerShell to delete an audit log retention policy. It might take up to 30 minutes for the policy to be removed. For more information, see [Remove-UnifiedAuditLogRetentionPolicy](https://docs.microsoft.com/powershell/module/exchange/remove-unifiedauditlogretentionpolicy).--- As previously stated, audit records for operations in Azure Active Directory, Exchange, and SharePoint are retained for one year. The following table lists all the record types (for each of these services) included in the default audit log retention policy. This means that audit logs for any operation with this record type are retained for one year unless a custom audit log retention policy takes precedence for a specific record type, operation, or user. The Enum value (which is displayed as the value for the RecordType property in an audit record) for each record type is shown in parentheses.-
- |AzureActiveDirectory |Exchange |SharePoint|
- |:|:|:|
- |AzureActiveDirectory (8)|ExchangeAdmin (1)|ComplianceDLPSharePoint (11)|
- |AzureActiveDirectoryAccountLogon (9)|ExchangeItem (2)|ComplianceDLPSharePointClassification (33)|
- |AzureActiveDirectoryStsLogon (15)|Campaign (62)|Project (35)|
- ||ComplianceDLPExchange (13)|SharePoint (4)|
- ||ComplianceSupervisionExchange (68)|SharePointCommentOperation (37)|
- ||CustomerKeyServiceEncryption (69)|SharePointContentTypeOperation (55)|
- ||ExchangeAggregatedOperation (19)|SharePointFieldOperation (56)|
- ||ExchangeItemAggregated (50)|SharePointFileOperation (6)|
- ||ExchangeItemGroup (3)|SharePointListOperation (36)|
- ||InformationBarrierPolicyApplication (53)|SharePointSharingOperation (14)|
- ||||
+As previously stated, audit records for operations in Azure Active Directory, Exchange, and SharePoint are retained for one year by default. The following table lists all the record types (for each of these services) included in the default audit log retention policy. This means that audit logs for any operation with this record type are retained for one year unless a custom audit log retention policy takes precedence for a specific record type, operation, or user. The Enum value (which is displayed as the value for the RecordType property in an audit record) for each record type is shown in parentheses.
+
+|AzureActiveDirectory |Exchange |SharePoint|
+|:|:|:|
+|AzureActiveDirectory (8)|ExchangeAdmin (1)|ComplianceDLPSharePoint (11)|
+|AzureActiveDirectoryAccountLogon (9)|ExchangeItem (2)|ComplianceDLPSharePointClassification (33)|
+|AzureActiveDirectoryStsLogon (15)|Campaign (62)|Project (35)|
+||ComplianceDLPExchange (13)|SharePoint (4)|
+||ComplianceSupervisionExchange (68)|SharePointCommentOperation (37)|
+||CustomerKeyServiceEncryption (69)|SharePointContentTypeOperation (55)|
+||ExchangeAggregatedOperation (19)|SharePointFieldOperation (56)|
+||ExchangeItemAggregated (50)|SharePointFileOperation (6)|
+||ExchangeItemGroup (3)|SharePointListOperation (36)|
+||InformationBarrierPolicyApplication (53)|SharePointSharingOperation (14)|
+||||
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/communication-compliance-case-study https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/communication-compliance-case-study.md
@@ -68,7 +68,7 @@ Contoso IT administrators take the following steps to verify the licensing suppo
1. IT administrators sign in to the **Microsoft 365 admin center** [(https://admin.microsoft.com)](https://admin.microsoft.com) and navigate to **Microsoft 365 admin center** > **Billing** > **Licenses**.
-2. Here they confirm that they have one of the [license options](https://docs.microsoft.com/microsoft-365/compliance/communication-compliance-configure?view=o365-worldwide#before-you-begin) that includes support for communication compliance.
+2. Here they confirm that they have one of the [license options](communication-compliance-configure.md#subscriptions-and-licensing) that includes support for communication compliance.
![Communication compliance licensing](../media/communication-compliance-case-licenses.png)
@@ -147,13 +147,13 @@ To get started with a communication compliance policy, there are several prerequ
Communication compliance requires audit logs to show alerts and track remediation actions taken by reviewers. The audit logs are a summary of all activities associated with a defined organizational policy or anytime there is a change to a communication compliance policy.
-Contoso IT administrators review and complete the [step-by-step instructions](https://docs.microsoft.com/microsoft-365/compliance/turn-audit-log-search-on-or-off) to turn on auditing. After they turn on auditing, a message is displayed that says the audit log is being prepared and that they can run a search in a couple of hours after the preparation is complete. The Contoso IT administrators only have to do this action once.
+Contoso IT administrators review and complete the [step-by-step instructions](turn-audit-log-search-on-or-off.md) to turn on auditing. After they turn on auditing, a message is displayed that says the audit log is being prepared and that they can run a search in a couple of hours after the preparation is complete. The Contoso IT administrators only have to do this action once.
### Configuring Yammer tenant for Native Mode Communication compliance requires that the Yammer tenant for an organization is in Native Mode to monitor for offensive language in private messages and public community conversations.
-Contoso IT administrators make sure they review the information in the [Overview of Yammer Native Mode in Microsoft 365 article](https://docs.microsoft.com/yammer/configure-your-yammer-network/overview-native-mode) and follow the steps for running the migration tool in the [Configure your Yammer network for Native Mode for Microsoft 365](https://docs.microsoft.com/yammer/configure-your-yammer-network/native-mode) article.
+Contoso IT administrators make sure they review the information in the [Overview of Yammer Native Mode in Microsoft 365 article](https://docs.microsoft.com/yammer/configure-your-yammer-network/overview-native-mode) and follow the steps for running the migration tool in the [Configure your Yammer network for Native Mode for Microsoft 365](/yammer/configure-your-yammer-network/native-mode) article.
### Setting up a group for in-scope users
@@ -187,4 +187,4 @@ With all the prerequisites completed, the IT administrators and the compliance s
Now that the communication compliance policy to monitor for offensive language is configured, the next step for the Contoso compliance specialists will be to investigate and remediate any alerts generated by the policy. It will take up to 24 hours for the policy to fully process communications in all the communication source channels and for alerts to show up in the **Alert dashboard**.
-After alerts are generated, Contoso compliance specialists will follow the [workflow instructions](https://docs.microsoft.com/microsoft-365/compliance/communication-compliance-investigate-remediate) to investigate and remediate offensive language issues.
+After alerts are generated, Contoso compliance specialists will follow the [workflow instructions](communication-compliance-investigate-remediate.md) to investigate and remediate offensive language issues.
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/communication-compliance-configure https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/communication-compliance-configure.md
@@ -48,7 +48,7 @@ Users included in communication compliance policies must be assigned one of the
>[!IMPORTANT] >Office 365 Advanced Compliance is no longer sold as a standalone subscription. When current subscriptions expire, customers should transition to one of the subscriptions above, which contain the same or additional compliance features.
-If you don't have an existing Office 365 Enterprise E5 plan and want to try communication compliance, you can [add Microsoft 365](https://docs.microsoft.com/office365/admin/try-or-buy-microsoft-365) to your existing subscription or [sign up for a trial](https://www.microsoft.com/microsoft-365/enterprise) of Office 365 Enterprise E5.
+If you don't have an existing Office 365 Enterprise E5 plan and want to try communication compliance, you can [add Microsoft 365](/office365/admin/try-or-buy-microsoft-365) to your existing subscription or [sign up for a trial](https://www.microsoft.com/microsoft-365/enterprise) of Office 365 Enterprise E5.
## Step 1 (required): Enable permissions for communication compliance
@@ -135,7 +135,7 @@ If you're an organization with an Exchange on-premises deployment or an external
To manage supervised users in large enterprise organizations, you may need to monitor all users across large groups. You can use PowerShell to configure a distribution group for a global communication compliance policy for the assigned group. This enables you to monitor thousands of users with a single policy and keep the communication compliance policy updated as new employees join your organization.
-1. Create a dedicated [distribution group](https://docs.microsoft.com/powershell/module/exchange/new-distributiongroup) for your global communication compliance policy with the following properties: Make sure that this distribution group isn't used for other purposes or other Office 365 services.
+1. Create a dedicated [distribution group](/powershell/module/exchange/new-distributiongroup) for your global communication compliance policy with the following properties: Make sure that this distribution group isn't used for other purposes or other Office 365 services.
- **MemberDepartRestriction = Closed**. Ensures that users cannot remove themselves from the distribution group. - **MemberJoinRestriction = Closed**. Ensures that users cannot add themselves to the distribution group.
@@ -145,7 +145,7 @@ To manage supervised users in large enterprise organizations, you may need to mo
New-DistributionGroup -Name <your group name> -Alias <your group alias> -MemberDepartRestriction 'Closed' -MemberJoinRestriction 'Closed' -ModerationEnabled $true ```
-2. Select an unused [Exchange custom attribute](https://docs.microsoft.com/Exchange/recipients/mailbox-custom-attributes) to track users added to the communication compliance policy in your organization.
+2. Select an unused [Exchange custom attribute](/Exchange/recipients/mailbox-custom-attributes) to track users added to the communication compliance policy in your organization.
3. Run the following PowerShell script on a recurring schedule to add users to the communication compliance policy:
@@ -164,8 +164,8 @@ To manage supervised users in large enterprise organizations, you may need to mo
For more information about setting up groups, see: -- [Create and manage distribution groups](https://docs.microsoft.com/Exchange/recipients-in-exchange-online/manage-distribution-groups/manage-distribution-groups)-- [Overview of Microsoft 365 Groups](https://docs.microsoft.com/office365/admin/create-groups/office-365-groups)
+- [Create and manage distribution groups](/Exchange/recipients-in-exchange-online/manage-distribution-groups/manage-distribution-groups)
+- [Overview of Microsoft 365 Groups](/office365/admin/create-groups/office-365-groups)
## Step 4 (optional): Verify your Yammer tenant is in Native Mode
@@ -173,8 +173,8 @@ In Native Mode, all Yammer users are in Azure Active Directory (Azure AD), all g
For more information about configuring Yammer in Native Mode, see: -- [Overview of Yammer Native Mode in Microsoft 365](https://docs.microsoft.com/yammer/configure-your-yammer-network/overview-native-mode)-- [Configure your Yammer network for Native Mode for Microsoft 365](https://docs.microsoft.com/yammer/configure-your-yammer-network/native-mode)
+- [Overview of Yammer Native Mode in Microsoft 365](/yammer/configure-your-yammer-network/overview-native-mode)
+- [Configure your Yammer network for Native Mode for Microsoft 365](/yammer/configure-your-yammer-network/native-mode)
## Step 5 (required): Create a communication compliance policy
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/communication-compliance-feature-reference https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/communication-compliance-feature-reference.md
@@ -115,9 +115,9 @@ With communication compliance policies, you can choose to scan messages in one o
You must file a request with Microsoft Support to enable your organization to use the graphical user interface in the Security & Compliance Center to search for Teams chat data in the cloud-based mailboxes for on-premises users. -- **Exchange email**: Mailboxes hosted on Exchange Online as part of your Microsoft 365 or Office 365 subscription are all eligible for message scanning. Exchange email messages and attachments matching communication compliance policy conditions may take up to 24 hours to process. Supported attachment types for communication compliance are the same as the [file types supported for Exchange mail flow rule content inspections](https://docs.microsoft.com/exchange/security-and-compliance/mail-flow-rules/inspect-message-attachments#supported-file-types-for-mail-flow-rule-content-inspection).
+- **Exchange email**: Mailboxes hosted on Exchange Online as part of your Microsoft 365 or Office 365 subscription are all eligible for message scanning. Exchange email messages and attachments matching communication compliance policy conditions may take up to 24 hours to process. Supported attachment types for communication compliance are the same as the [file types supported for Exchange mail flow rule content inspections](/exchange/security-and-compliance/mail-flow-rules/inspect-message-attachments#supported-file-types-for-mail-flow-rule-content-inspection).
-- **Yammer**: Private messages and public conversations and associated attachments in Yammer communities can be scanned. When a user is added to communication compliance policy that includes Yammer as a defined channel, communications across all Yammer communities that the user is a member of are included in the scanning process. Yammer chats and attachments matching communication compliance policy conditions may take up to 24 hours to process. Yammer must be in [Native Mode](https://docs.microsoft.com/yammer/configure-your-yammer-network/overview-native-mode) for communication compliance policies to monitor Yammer communications and attachments. In Native Mode, all Yammer users are in Azure Active Directory (AAD), all groups are Office 365 Groups, and all files are stored in SharePoint Online.
+- **Yammer**: Private messages and public conversations and associated attachments in Yammer communities can be scanned. When a user is added to communication compliance policy that includes Yammer as a defined channel, communications across all Yammer communities that the user is a member of are included in the scanning process. Yammer chats and attachments matching communication compliance policy conditions may take up to 24 hours to process. Yammer must be in [Native Mode](/yammer/configure-your-yammer-network/overview-native-mode) for communication compliance policies to monitor Yammer communications and attachments. In Native Mode, all Yammer users are in Azure Active Directory (AAD), all groups are Office 365 Groups, and all files are stored in SharePoint Online.
- **Skype for Business Online**: Chat communications and associated attachments in Skype for Business Online can be supervised. Skype for Business Online chats matching communication compliance policy conditions may take up to 24 hours to process. Supervised chat conversations are sourced from [previous conversations saved in Skype for Business Online](https://support.office.com/article/Find-a-previous-Skype-for-Business-conversation-18892eba-5f18-4281-8c87-fd48bd72e6a2). Use the following group management configuration to supervise user chat communications in Skype for Business Online:
@@ -285,7 +285,7 @@ Communication compliance filters allow you to filter and sort alert messages for
| **Date** | The date the message was sent or received by a user in your organization. To filter for a single day, select a date range that starts with the day you want results for and end with the following day. For example, if you wanted to filter results for 9/20/2020, you would choose a filter date range of 9/20/2020-9/21/2020.| | **File class** | The class of the message based on the message type, either *message* or *attachment*. | | **Has attachment** | The attachment presence in the message. |
-| **Item class** | The source of the message based on the message type, email, Microsoft Team chat, Bloomberg, etc. For more information on common Item Types and Message Classes, see [Item Types and Message Classes](https://docs.microsoft.com/office/vba/outlook/concepts/forms/item-types-and-message-classes). |
+| **Item class** | The source of the message based on the message type, email, Microsoft Team chat, Bloomberg, etc. For more information on common Item Types and Message Classes, see [Item Types and Message Classes](/office/vba/outlook/concepts/forms/item-types-and-message-classes). |
| **Recipient domains** | The domain to which the message was sent. This domain is normally your Microsoft 365 subscription domain by default. | | **Recipient** | The user to which the message was sent. | | **Sender** | The person who sent the message. |
@@ -333,7 +333,7 @@ If you'd like to change the severity level assigned in an alert policy for a spe
## Power Automate flows
-[Microsoft Power Automate](https://docs.microsoft.com/power-automate/getting-started) is a workflow service that automates actions across applications and services. By using flows from templates or created manually, you can automate common tasks associated with these applications and services. When you enable Power Automate flows for communication compliance, you can automate important tasks for alerts and users. You can configure Power Automate flows to notify managers when users have communication compliance alerts and other applications.
+[Microsoft Power Automate](/power-automate/getting-started) is a workflow service that automates actions across applications and services. By using flows from templates or created manually, you can automate common tasks associated with these applications and services. When you enable Power Automate flows for communication compliance, you can automate important tasks for alerts and users. You can configure Power Automate flows to notify managers when users have communication compliance alerts and other applications.
Customers with Microsoft 365 subscriptions that include communication compliance do not need additional Power Automate licenses to use the recommended default communication compliance Power Automate template. The default template can be customized to support your organization and cover core communication compliance scenarios. If you choose to use premium Power Automate features in these templates, create a custom template using the Microsoft 365 compliance connector, or use Power Automate templates for other compliance areas in Microsoft 365, you may need additional Power Automate licenses.
@@ -445,7 +445,7 @@ To view communication compliance review activities for a policy, select the **Ex
| **Operations** | The review operations performed on the policy. | | **AuditData** | This field is the main data source for all policy review activities. All review activities are recorded and separated by comma delimiters. |
-You can also view audit activities in the unified audit log or with the [Search-UnifiedAuditLog](https://docs.microsoft.com/powershell/module/exchange/search-unifiedauditlog) PowerShell cmdlet.
+You can also view audit activities in the unified audit log or with the [Search-UnifiedAuditLog](/powershell/module/exchange/search-unifiedauditlog) PowerShell cmdlet.
For example, the following example returns the activities for all the supervisory review activities (policies and rules):
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/communication-compliance-investigate-remediate https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/communication-compliance-investigate-remediate.md
@@ -101,7 +101,8 @@ After reviewing the message basics, it's time to open a message to examine the d
- **Annotate view**: This view allows reviewers to add annotations directly on the message that are saved to the view of the message. - **User history**: User history view displays all other alerts generated by any communication compliance policy for the user sending the message. - **Message detail view**: Advanced view of message metadata and configuration information.-- **Pattern detected notification (preview)**: Many harassing and bullying actions over time and involve reoccurring instances of the same behavior by a user. The *Pattern detected* notification is displayed in the alert details and raises attention to the alert. Detection of patterns is on a per-policy basis and evaluates behavior over the last 30 days when at least two messages are sent to the same recipient by a sender. Investigators and reviewers can use this notification to identify repeated behavior to evaluate the alert as appropriate.
+- **Pattern detected notification**: Many harassing and bullying actions over time and involve reoccurring instances of the same behavior by a user. The *Pattern detected* notification is displayed in the alert details and raises attention to the alert. Detection of patterns is on a per-policy basis and evaluates behavior over the last 30 days when at least two messages are sent to the same recipient by a sender. Investigators and reviewers can use this notification to identify repeated behavior to evaluate the alert as appropriate.
+- **Show Translate view**: This view automatically converts alert message text to the language configured in the *Displayed language* setting in the Microsoft 365 subscription for each reviewer. The Translate view helps broaden investigative support for organizations with multilingual users and eliminates the need for additional translation services outside of the communication compliance review process. Using Microsoft Translate services, the Translate view can be turned on and off as needed and supports a wide range of languages. For a complete list of supported languages, see [Microsoft Translator Languages](https://www.microsoft.com/translator/business/languages/). Languages listed in the *Translator Language List* are supported in the Translate view.
![Communication compliance message view controls](../media/communication-compliance-message-views.png)
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/communication-compliance https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/communication-compliance.md
@@ -81,7 +81,8 @@ Built-in remediation workflows allow you to quickly identify and take action on
- **New filters**: Investigate and remediate policy alerts faster with message filters for several fields, including sender, recipient, date, domains, and many more. - **Improved message views**: Investigation and remediation actions are now quicker with new message source, text, and annotation views. Message attachments are now viewable to provide complete context when taking remediation actions. - **User history view**: Historical view of all user message remediation activities, such as past notifications and escalations for policy matches, now provides reviewers with more context during the remediation workflow process. First-time or repeat instances of policy matches for users are now archived and easily viewable.-- **Pattern detected notification (preview)**: Many harassing and bullying actions take place over time and involve reoccurring instances of the same behavior by a user. The new Pattern detected notification displayed in alert details helps raise attention to these alerts and this type of behavior.
+- **Pattern detected notification**: Many harassing and bullying actions take place over time and involve reoccurring instances of the same behavior by a user. The new Pattern detected notification displayed in alert details helps raise attention to these alerts and this type of behavior.
+- **Show Translate view**: Quickly investigate message details in other languages using translate support in the remediation workflow. Messages in other languages are automatically converted to the display language of the reviewer.
### Actionable insights
@@ -95,10 +96,10 @@ New interactive dashboards for alerts, policy matches, actions, and trends help
Communication compliance policies scan and capture messages across several communication channels to help you quickly review and remediate compliance issues: -- **Microsoft Teams**: Chat communications for public and private [Microsoft Teams](https://docs.microsoft.com/MicrosoftTeams/Teams-overview) channels and individual chats are supported in communication compliance as a standalone channel source or with other Microsoft 365 services. You'll need to manually add individual users, distribution groups, or specific Microsoft Teams channels when you select users and groups to supervise in a communication compliance policy.-- **Exchange Online**: All mailboxes hosted on [Exchange Online](https://docs.microsoft.com/Exchange/exchange-online) in your Microsoft 365 organization are eligible for scanning. Emails and attachments matching communication compliance policy conditions are instantly available for monitoring and in compliance reports. Exchange Online is now an optional source channel and is no longer required in communication compliance policies.-- **Yammer**: Private messages and public community conversations in [Yammer](https://docs.microsoft.com/yammer/yammer-landing-page) are supported in communication compliance policies. Yammer is an optional channel and must be in [native mode](https://docs.microsoft.com/yammer/configure-your-yammer-network/overview-native-mode) to support scanning of messages and attachments.-- **Skype for Business Online**: Communication compliance policies support scanning chat communications and associated attachments in [Skype for Business Online](https://docs.microsoft.com/SkypeForBusiness/skype-for-business-online).
+- **Microsoft Teams**: Chat communications for public and private [Microsoft Teams](/MicrosoftTeams/Teams-overview) channels and individual chats are supported in communication compliance as a standalone channel source or with other Microsoft 365 services. You'll need to manually add individual users, distribution groups, or specific Microsoft Teams channels when you select users and groups to supervise in a communication compliance policy.
+- **Exchange Online**: All mailboxes hosted on [Exchange Online](/Exchange/exchange-online) in your Microsoft 365 organization are eligible for scanning. Emails and attachments matching communication compliance policy conditions are instantly available for monitoring and in compliance reports. Exchange Online is now an optional source channel and is no longer required in communication compliance policies.
+- **Yammer**: Private messages and public community conversations in [Yammer](/yammer/yammer-landing-page) are supported in communication compliance policies. Yammer is an optional channel and must be in [native mode](/yammer/configure-your-yammer-network/overview-native-mode) to support scanning of messages and attachments.
+- **Skype for Business Online**: Communication compliance policies support scanning chat communications and associated attachments in [Skype for Business Online](/SkypeForBusiness/skype-for-business-online).
- **Third-party sources**: You can scan messages from [third-party sources](archiving-third-party-data.md) for data imported into mailboxes in your Microsoft 365 organization. Communication compliance supports connections to several popular platforms, including Instant Bloomberg and others. To learn more about messaging channel support in communication compliance policies, see [supported communication types](communication-compliance-feature-reference.md#supported-communication-types).
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/insider-risk-management-configure https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/insider-risk-management-configure.md
@@ -36,10 +36,13 @@ Before you get started with insider risk management, you should confirm your [Mi
- Microsoft 365 A5 subscription (paid or trial version) - Microsoft 365 A3 subscription + the Microsoft 365 A5 Compliance add-on - Microsoft 365 A3 subscription + the Microsoft 365 A5 Insider Risk Management add-on
+- Microsoft 365 G5 subscription (paid or trial version)
+- Microsoft 365 G5 subscription + the Microsoft 365 G5 Compliance add-on
+- Microsoft 365 G5 subscription + the Microsoft 365 G5 Insider Risk Management add-on
Users included in insider risk management policies must be assigned one of the licenses above.
-If you don't have an existing Microsoft 365 Enterprise E5 plan and want to try insider risk management, you can [add Microsoft 365](https://docs.microsoft.com/office365/admin/try-or-buy-microsoft-365) to your existing subscription or [sign up for a trial](https://www.microsoft.com/microsoft-365/enterprise) of Microsoft 365 Enterprise E5.
+If you don't have an existing Microsoft 365 Enterprise E5 plan and want to try insider risk management, you can [add Microsoft 365](/office365/admin/try-or-buy-microsoft-365) to your existing subscription or [sign up for a trial](https://www.microsoft.com/microsoft-365/enterprise) of Microsoft 365 Enterprise E5.
## Step 1: Enable permissions for insider risk management
@@ -58,7 +61,7 @@ Depending on the structure of your compliance management team, you have options
| **Insider Risk Management Investigators** | Use this group to assign permissions to users that will act as insider risk data investigators. Users in this role group can access all insider risk management alerts, cases, notices templates, and the Content Explorer. | > [!NOTE]
-> These role groups are currently not supported on Privileged Identity Management (PIM). To learn more about PIM, see [Assign Azure AD roles in Privileged Identity Management](https://docs.microsoft.com/azure/active-directory/privileged-identity-management/pim-how-to-add-role-to-user).
+> These role groups are currently not supported on Privileged Identity Management (PIM). To learn more about PIM, see [Assign Azure AD roles in Privileged Identity Management](/azure/active-directory/privileged-identity-management/pim-how-to-add-role-to-user).
### Add users to an insider risk management role group
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/insider-risk-solution-overview https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/insider-risk-solution-overview.md
@@ -73,6 +73,9 @@ Insider risk management is available in the following subscriptions:
- Microsoft 365 A5 subscription (paid or trial version) - Microsoft 365 A3 subscription + the Microsoft 365 A5 Compliance add-on - Microsoft 365 A3 subscription + the Microsoft 365 A5 Insider Risk Management add-on
+- Microsoft 365 G5 subscription (paid or trial version)
+- Microsoft 365 G5 subscription + the Microsoft 365 G5 Compliance add-on
+- Microsoft 365 G5 subscription + the Microsoft 365 G5 Insider Risk Management add-on
### Information barriers
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/retention-regulatory-requirements https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/retention-regulatory-requirements.md
@@ -29,7 +29,7 @@ These resources are available to download from the [Data Protection Resources, F
**Supporting New Zealand's Public Records Act compliance obligations with Microsoft 365** - [Download assessment](https://aka.ms/NZPRA)
-Applicable workloads: SharePoint, OneDrive, Teams, Exchange, and Skype for Business
+Applicable workloads: SharePoint, OneDrive, Teams, and Exchange
Released January 2021, this report has been produced in partnership with Microsoft New Zealand to assess the capabilities of Microsoft 365 services for recording, storing, and managing requirements for electronic records, as specified by:
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/revoke-ome-encrypted-mail https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/revoke-ome-encrypted-mail.md
@@ -108,7 +108,7 @@ To verify whether you can revoke a particular email message by using Windows Pow
This command returns the subject of the message and whether the message is revocable. For example,
- ```text
+ ```console
Subject IsRevocable - -- "Test message" True
@@ -142,7 +142,7 @@ To revoke an email by using Windows PowerShell, use the Set-OMEMessageRevocation
If revocation was successful, the cmdlet returns the following result:
- ```text
+ ```console
Revoked: True ```
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/sensitivity-labels-office-apps https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/sensitivity-labels-office-apps.md
@@ -167,15 +167,15 @@ For a more consistent label experience with meaningful reporting, provide approp
Users can apply just one label at a time for each document or email.
-When you label an email message that has attachments, the attachments don't inherit the label with one exception:
+When you label an email message that has attachments, the attachments inherit the label only if the label that you apply to the email message applies encryption and the attachment is an Office document isn't already encrypted. Because the inherited label applies encryption, the attachment becomes newly encrypted.
-- The attachment is an Office document with a label that doesn't apply encryption, and the label you apply to the email message applies encryption. In this case, the emailed Office document inherits the email's label with its encryption settings.
+An attachment doesn't inherit the labels from the email message when the label applied to the email message doesn't apply encryption or the attachment is already encrypted.
-Otherwise:
+Examples of label inheritance, where the label **Confidential** applies encryption and the label **General** doesn't apply encryption:
-- If the attachments have a label, they keep their originally applied label.-- If the attachments are encrypted without a label, the encryption remains but they aren't labeled.-- If the attachments don't have a label, they remain unlabeled.
+- A user creates a new email message and applies the **Confidential** label to this message. They then add a Word document that isn't labeled or encrypted. As a result of inheritance, the document is newly labeled **Confidential** and now has encryption applied from that label.
+
+- A user creates a new email message and applies the **Confidential** label to this message. They then add a Word document that is labeled **General** and this file isn't encrypted. As a result of inheritance, the document gets relabeled as **Confidential** and now has encryption applied from that label.
## Sensitivity label compatibility
compliance https://docs.microsoft.com/en-us/microsoft-365/compliance/whats-new https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/compliance/whats-new.md
@@ -74,7 +74,7 @@ The [Records Management admin role group](get-started-with-records-management.md
### Sensitivity labels -- [Automatically label data in Azure Purview (preview)](https://docs.microsoft.com/en-us/azure/purview/create-sensitivity-label). You can now create and automatically apply sensitivity labels to assets in Azure Purview, such as files in Azure Blob storage and database columns in SQL Server.
+- [Automatically label data in Azure Purview (preview)](https://docs.microsoft.com/azure/purview/create-sensitivity-label). You can now create and automatically apply sensitivity labels to assets in Azure Purview, such as files in Azure Blob storage and database columns in SQL Server.
- [Require users to apply a label to items](sensitivity-labels-office-apps.md#require-users-to-apply-a-label-to-their-email-and-documents). Also known as ΓÇÿmandatory labelingΓÇÖ, this new option requires users to choose and apply a sensitivity label under the specific scenarios. ## November 2020
enterprise https://docs.microsoft.com/en-us/microsoft-365/enterprise/ms-cloud-germany-transition-phases https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/enterprise/ms-cloud-germany-transition-phases.md
@@ -30,6 +30,26 @@ The phases and their actions ensure that critical data and experiences are migra
The following sections contain actions and effects for workloads as they progress through various phases of the migration. Review the tables and determine which actions or effects are applicable to your organization. Ensure that you're prepared to execute the steps in the respective phases as required. Failure to complete necessary steps may result in service outage and might delay completion of the migration to the Office 365 services.
+## SharePoint Online (Phase 4 of 9)
+
+| Step(s) | Description | Applies to | Impact |
+|:-|:--|:-|:-|
+| SharePoint and OneDrive are transitioned. | SharePoint and OneDrive are migrated from Microsoft Cloud Deutschland to Office 365 services in this phase. Existing Microsoft Cloud Deutschland URLs are preserved (for example, `contoso.sharepoint.de`). Tokens that were issued by Microsoft Cloud Deutschland or Office 365 services are valid during the transition. | SharePoint customers | - Content will be read-only for two brief periods during migration. During this time, expect a "you can't edit content" banner in SharePoint. <br><br> - The search index won't be preserved, and may take up to 10 days to be rebuilt. <br><br> - SharePoint/OneDrive content will be read-only for two brief periods during migration. Users will see a "you can't edit content" banner briefly during this time. <br><br> - The search index may be unavailable while the index is rebuilt. During this period, search queries might not return complete results. <br><br> - Existing sites are preserved. |
+|||||
+
+Additional considerations:
+
+- Upon completion of the SharePoint Online migration to the German region, data indexes are rebuilt. Features that are dependent on search indexes may be affected while reindexing completes.
+
+- If your organization still uses SharePoint 2010 workflows, they'll no longer function after December 31, 2021. SharePoint 2013 workflows will remain supported, although turned off by default for new tenants starting on November 1, 2020. After migration to the SharePoint Online service is complete, we recommend that you to move to Power Automate or other supported solutions.
+
+- Upon completion of the OneDrive migration to the German region, data indexes are rebuilt. Features that depend on search indexes may be affected while reindexing is in progress.
+
+- Microsoft Cloud Deutschland customers whose SharePoint Online instance is not yet migrated need to stay on SharePoint Online PowerShell module/Microsoft.SharePointOnline.CSOM version 16.0.20616.12000 or below. Otherwise, connections to SharePoint Online via PowerShell or the client-side object model will fail.
+
+- Microsoft Cloud Deutschland customers whose SharePoint Online instance is migrated must update SharePoint Online PowerShell module/Microsoft.SharePointOnline.CSOM to version 16.0.20717.12000 or above. Otherwise, connections to SharePoint Online via PowerShell or the client-side object model will fail.
++ ## Exchange Online (Phase 5 of 9) | Step(s) | Description | Applies to | Impact |
@@ -62,24 +82,6 @@ Back-end Exchange Online Protection (EOP) features are copied to new Germany reg
| Migration of Exchange Online routing and historical message detail. | Exchange Online enables routing from external hosts to Office 365. The external MX records are transitioned to route to the EOP service. Tenant configuration and historical details are migrated. | Exchange Online customers | - MicrosoftΓÇômanaged DNS entries are updated from Office 365 Germany EOP to Office 365 services. <br><br> - Customers should wait for 30 days after EOP dual write for EOP migration. Otherwise, there may be data loss. | |||||
-## SharePoint Online (Phase 4 of 9)
-
-| Step(s) | Description | Applies to | Impact |
-|:-|:--|:-|:-|
-| SharePoint and OneDrive are transitioned. | SharePoint and OneDrive are migrated from Microsoft Cloud Deutschland to Office 365 services in this phase. Existing Microsoft Cloud Deutschland URLs are preserved (for example, `contoso.sharepoint.de`). Tokens that were issued by Microsoft Cloud Deutschland or Office 365 services are valid during the transition. | SharePoint customers | - Content will be read-only for two brief periods during migration. During this time, expect a "you can't edit content" banner in SharePoint. <br><br> - The search index won't be preserved, and may take up to 10 days to be rebuilt. <br><br> - SharePoint/OneDrive content will be read-only for two brief periods during migration. Users will see a "you can't edit content" banner briefly during this time. <br><br> - The search index may be unavailable while the index is rebuilt. During this period, search queries might not return complete results. <br><br> - Existing sites are preserved. |
-|||||
-
-Additional considerations:
--- Upon completion of the SharePoint Online migration to the German region, data indexes are rebuilt. Features that are dependent on search indexes may be affected while reindexing completes.--- If your organization still uses SharePoint 2010 workflows, they'll no longer function after December 31, 2021. SharePoint 2013 workflows will remain supported, although turned off by default for new tenants starting on November 1, 2020. After migration to the SharePoint Online service is complete, we recommend that you to move to Power Automate or other supported solutions.--- Upon completion of the OneDrive migration to the German region, data indexes are rebuilt. Features that depend on search indexes may be affected while reindexing is in progress.--- Microsoft Cloud Deutschland customers whose SharePoint Online instance is not yet migrated need to stay on SharePoint Online PowerShell module/Microsoft.SharePointOnline.CSOM version 16.0.20616.12000 or below. Otherwise, connections to SharePoint Online via PowerShell or the client-side object model will fail.--- Microsoft Cloud Deutschland customers whose SharePoint Online instance is migrated must update SharePoint Online PowerShell module/Microsoft.SharePointOnline.CSOM to version 16.0.20717.12000 or above. Otherwise, connections to SharePoint Online via PowerShell or the client-side object model will fail. ## Skype for Business Online (Phase 7 of 9)
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/create-a-topic https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/create-a-topic.md
@@ -1,9 +1,10 @@
Title: 'Create a new topic in Topic Experiences (Preview) '
-description: 'How to create a new topic in Topic Experiences.'
+ Title: 'Create a new topic in Microsoft Viva Topics'
+description: 'How to create a new topic in Microsoft Viva Topics.'
+ audience: admin ms.prod: microsoft-365-enterprise
@@ -13,57 +14,86 @@
search.appverid: localization_priority: Normal-+
-# Create a new topic (Preview)
+# Create a new topic
+
+In Viva Topics, you can create a new topic if one is not discovered through indexing or if the AI technology did not find enough evidence to establish it as a topic.
> [!Note]
-> The content in this article is for Project Cortex Private Preview. [Find out more about Project Cortex](https://aka.ms/projectcortex).
+> While information in a topic that is gathered by AI is [security trimmed](topic-experiences-security-trimming.md), note that information in a manually created topic is visible to all users who have permissions to view the topic.
-In Topic Experiences, you can create a new topic if one was not discovered through indexing or if the AI technology did not find enough evidence to establish it as a topic.
## Requirements To create a new topic, you need to:-- Have a Topic Experiences license.-- Have permissions to [**Who can create or edit topics**](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-user-permissions). Knowledge admins can give users this permission in the Knowledge Network topic permissions settings.
+- Have a Viva Topics license.
+- Have permissions to [**Who can create or edit topics**](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-user-permissions). Knowledge admins can give users this permission in the Viva Topics topic permissions settings.
> [!Note]
-> Users who have permission to manage topics in the Topic center (knowledge managers) already have permissions to create and edit topics.
+> Users who have permission to manage topics in the topic center (knowledge managers) already have permissions to create and edit topics.
## To create a new topic:
-1. On the Topic center page, select **New**, then select **Topic Page**. If you are not able to see the **New** option in the Topic Center, you may not have the required permissions.
+1. In the **Name this topic** section, type the name of the new topic.
- ![New topic](../media/knowledge-management/k-new-topic.png)
+ ![Name this topic](../media/knowledge-management/k-new-topic-page.png) </br>
-2. On the new topic page, you can fill in the information on the new topic template:
- - In the **Name this topic** section, type the name of the new topic.
-
- - In the **Alternate names** section, type names or acronyms that are also used to refer to the topic.
-
- - In the **Short description** section, type a one or two sentence description of the topic. This text will be used for the associated topic card.
-
- - In the **People** section, type the names of subject matter experts for the topic. People you manually add to the topic will display in the topic page as **Pinned people**.
-
- - In the **Files and pages** section, select **Add** and then on the next page you can select associated OneDrive files or SharePoint Online pages.
-
- - In the **Sites** section, select **Add**. In the **Sites** pane that displays, select the sites that are associated to the topic.
+2. In the <b>Alternate Names</b> section, type any other names that the topic might be referred to.
+
+ ![Alternate names](../media/knowledge-management/alt-names.png) </br>
+3. In the <b>Description</b> section, type a couple of sentences that describe the topic.
+
+ ![Description of the topic](../media/knowledge-management/description.png)</br>
+
+4. In the <b>Pinned people</b> section, you can "pin" a person to show them as a subject matter expert on the topic. Begin by typing their name or email address in the <b>add a new user</b> box, and then select the user you want to add from the search results. You can also "unpin" them by selecting the <b>Remove from list</b> icon on the user card. You can also drag the person to change the order that the list of people appear.
+
+ ![Pinned people](../media/knowledge-management/pinned-people.png)</br>
++
+5. In the <b>Pinned files and pages</b> section, you can add or "pin" a file or SharePoint site page that is associated to the topic.
+
+ ![Pinned files and pages](../media/knowledge-management/pinned-files-and-pages.png)</br>
+
+ To add a new file, select <b>Add</b>, select the SharePoint site from your Frequent or Followed sites, and then select the file from the site's document library.
+
+ You can also use the <b>From a link</b> option to add a file or page by providing the URL.
- ![New topic page](../media/knowledge-management/k-new-topic-page.png)
+
+6. The <b>Related sites</b> section shows sites that have information about the topic.
+
+ ![Related sites section](../media/knowledge-management/related-sites.png)</br>
+
+ You can add a related site by selecting <b>Add</b> and then either searching for the site, or selecting it from your list of Frequent or Recent sites.</br>
-3. If you need to add other components to the page, such as text, images, web parts, links, etc., select the canvas icon in the middle of the page to locate and add them.
+ ![Select site](../media/knowledge-management/sites.png)</br>
+
+7. The <b>Related topics</b> section shows connections that exist between topics. You can add a connection to a different topic by selecting the <b>Connect to a related topic</b> button, and then typing the name of the related topic, and selecting it from the search results.
+
+ ![Related topics](../media/knowledge-management/related-topic.png)</br>
+
+ You can then give a description of how the topics are related, and select <b>Update</b>.</br>
+
+ ![Related topics description](../media/knowledge-management/related-topics-update.png)</br>
+
+ The related topic you added will display as a connected topic.
+
+ ![Related topics connected](../media/knowledge-management/related-topics-final.png)</br>
++
+8. You can also add static items to the page (such as text, images, or links) by selecting the canvas icon, which you can find below the short description. Selecting it will open the SharePoint toolbox from which you can choose the item you want to add to the page.
+
+ ![Canvas icon](../media/knowledge-management/webpart-library.png)</br>
+
- ![Add items to page](../media/knowledge-management/static-icon.png)
+9. Select **Publish** to save your changes.
-4. When you are done, select **Publish** to publish the topic page. Published topic pages will display in the **Pages** tab.
+After you publish the page, the topic name, alternate name, description, and pinned people will display to all licensed users who view the topic. Specific files, pages, and sites will only appear on the topic page if the viewer has Office 365 permissions to the item.
-After you publish the article, the topic name, alternate name, description, and pinned people will display to all licensed users who view the article. Files, pages, and sites will only appear in the topic page if the viewer has Office 365 permissions to the item.
-The new topic page is made up of web parts that are *knowledge network aware*. This means that as AI gathers more information on the topic, the information in these web parts will be updated with suggestions to make the page more useful to users.
## See also
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/edit-a-topic https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/edit-a-topic.md
@@ -1,9 +1,10 @@
Title: 'Edit an existing topic in Topic Experiences (Preview) '
-description: 'How to edit an existing topic in Topic Experiences.'
+ Title: 'Edit an existing topic in Microsoft Viva Topics '
+description: 'How to edit an existing topic in Microsoft Viva Topics.'
+ ms.prod: microsoft-365-enterprise search.appverid:
@@ -12,14 +13,11 @@
- m365initiative-topics localization_priority: Normal- -
-# Edit an existing topic (Preview)
+
-> [!Note]
-> The content in this article is for Project Cortex Private Preview. [Find out more about Project Cortex](https://aka.ms/projectcortex).
+# Edit an existing topic
</br>
@@ -27,36 +25,93 @@
</br>
-In Topic experiences, you can edit an existing topic. You may need to do this if you want to correct or add additional information to an existing topic page.
+In Viva Topics, you can edit an existing topic. You may need to do this if you want to correct or add additional information to an existing topic page.
+
+> [!Note]
+> While information in a topic that is gathered by AI is [security trimmed](topic-experiences-security-trimming.md), note that information that you manually add when editing an existing topic is visible to all users who have permissions to view topics.
## Requirements To edit an existing topic, you need to:-- Have a Topic Experiences license.-- Have permissions to [**Who can create or edit topics**](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-user-permissions). Knowledge admins can give users this permission in the Knowledge Network topic permissions settings.
+- Have a Viva Topics license.
+- Have permissions to [**Who can create or edit topics**](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-user-permissions). Knowledge admins can give users this permission in the Viva Topics topic permissions settings.
> [!Note] > Users who have permission to manage topics in the Topic center (knowledge managers) already have permissions to create and edit topics.
-## Edit a topic page
+## How to edit a topic page
+
+Users who have the **Who can create or edit topics** permission can edit a topic by opening the topic page from a topic highlight, and then selecting the <b>Edit</b> button on the top right of the topic page. The topic page can also be opened from the topic center home page where you can find all the topics that you have a connection to.
+
+ ![Edit button](../media/knowledge-management/edit-button.png) </br>
+
+Knowledge managers can also edit topics directly from the Manage Topics page by selecting the topic, and then selecting <b>Edit</b> in the toolbar.
+
+ ![Edit topic in Manage Topics](../media/knowledge-management/manage-topics-edit.png) </br>
+
+### To edit a topic page
+
+1. On the topic page, select **Edit**. This allows you to make changes as you need to the topic page.
+
+ ![Edit control](../media/knowledge-management/topic-page-edit.png) </br>
++
+2. In the <b>Alternate Names</b> section, type any other names that the topic might be referred to.
+
+ ![Alternate names](../media/knowledge-management/alt-names.png) </br>
+3. In the <b>Description</b> section, type a couple of sentences that describes the topic. Or if a description already exists, update it if needed.
+
+ ![Description section](../media/knowledge-management/description.png)</br>
+
+4. In the <b>Pinned people</b> section, you can "pin" a person to show them as a subject matter expert on the topic. Begin by typing their name or email address in the <b>Add a new user</b> box, and then selecting the user you want to add from the search results. You can also "unpin" them by selecting the <b>Remove from list</b> icon on the user card.
+
+ ![Add pinned people](../media/knowledge-management/pinned-people.png)</br>
+
+ The <b>Suggested people</b> section shows users that AI thinks might be subject matter experts on the topic from their connection to resources about the topic. You can change their status from Suggested to Pinned by selecting the pin icon on the user card.
+
+ ![Pin a suggested people](../media/knowledge-management/suggested-people.png)</br>
+
+5. In the <b>Pinned files and pages</b> section, you can add or "pin" a file or SharePoint site page that is associated to the topic.
+
+ ![Pinned files and pages section](../media/knowledge-management/pinned-files-and-pages.png)</br>
+
+ To add a new file, select <b>Add</b>, select the SharePoint site from your Frequent or Followed sites, and then select the file from the site's document library.
+
+ You can also use the <b>From a link</b> option to add a file or page by providing the URL.
+
+6. The <b>Suggested files and pages</b> section shows files and pages that AI suggests to be associated to the topic.
+
+ ![Suggested files and pages section](../media/knowledge-management/suggested-files-and-pages.png)</br>
+
+ You can make a suggested file or page to a pinned file or page by selecting the pinned icon.
+
+7. The <b>Related sites</b> section shows sites that have information about the topic.
+
+ ![Related sites section](../media/knowledge-management/related-sites.png)</br>
+
+ You can add a related site by selecting <b>Add</b> and then either searching for the site, or selecting it from your list of Frequent or Recent sites.</br>
+
+ ![Select a site](../media/knowledge-management/sites.png)</br>
+
+8. The <b>Related topics</b> section shows connections that exists between topics. You can add a connection to a different topic by selecting the <b>Connect to a related topic</b> button, and then typing the name of the related topic, and selecting it from the search results.
+
+ ![Related topics section](../media/knowledge-management/related-topic.png)</br>
+
+ You can then give a description of how the topics are related, and select <b>Update</b>.</br>
+
+ ![Related topics description](../media/knowledge-management/related-topics-update.png)</br>
-If you have permissions to edit a topic page, after opening the topic, you will be able to see **Edit** on the top right of the page.
+ The related topic you added will display as a connected topic.
- ![Edit control](../media/knowledge-management/topic-page-edit.png) </br>
+ ![Related topics connected](../media/knowledge-management/related-topics-final.png)</br>
-1. On the topic page, select **Edit**.
-2. Make the changes you need to the page. This includes updates to the following fields:
+9. You can also add static items to the page ΓÇö such as text, images, or links - by selecting the canvas icon, which you can find below the short description. Selecting it will open the SharePoint toolbox from which you can choose the item you want to add to the page.
- - Alternate names
- - Description
- - Pinned people
- - Files and pages
- - Sites
+ ![Canvas icon](../media/knowledge-management/webpart-library.png)</br>
- You can also add static items to the pageΓÇösuch as text, images, or links by selecting the canvas icon.
-3. Select **Republish** to save your changes.
+10. Select **Publish** or **Republish** to save your changes. **Republish** will be your available option if the topic has been published previously.
## See also
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/index https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/index.md
@@ -1,9 +1,9 @@
Title: "Introduction to Topic Experiences (Preview)"
+ Title: "Introduction to Microsoft Viva Topics"
-+ audience: ms.prod: microsoft-365-enterprise
@@ -11,15 +11,11 @@ search.appverid:
- enabler-strategic - m365initiative-topics- localization_priority: None
-description: "Learn how to find resources for Topic Experiences."
+description: "Learn how to find resources for Microsoft Viva Topics."
-# Introduction to Topic Experiences (Preview)
-
-> [!Note]
-> The content in this article is for Project Cortex Private Preview. [Find out more about Project Cortex](https://aka.ms/projectcortex).
+# Introduction to Microsoft Viva Topics
</br>
@@ -28,36 +24,36 @@ description: "Learn how to find resources for Topic Experiences."
</br>
-Topic Experiences is an Office 365 service that helps organizations to transform information to knowledge.
+Viva Topics is an Office 365 service that helps organizations to transform information to knowledge.
-The resources on this page are designed to get you started with learning about and using Topic Experiences in your organization.
+The resources on this page are designed to get you started with learning about and using Viva Topics in your organization.
## Get started
-The resources in this section help you learn more about what Topic experiences is and how it can help you.
+The resources in this section help you learn more about what Viva Topics is and how it can help you.
| If you're looking for this information: | Go to this resource: | |:--|:--|
-|Learn more about topic experiences|[Topic Experiences overview](topic-experiences-overview.md)|
-|Learn how topics are discovered and suggested by AI|[Topic Experiences discovery](topic-experiences-discovery.md)|
-|Learn about topic security|[Topic Experiences security and privacy](topic-experiences-security-privacy.md)|
+|Learn more about Viva Topics|[Microsoft Viva Topics overview](topic-experiences-overview.md)|
+|Learn how topics are discovered and suggested by AI|[Microsoft Viva Topics discovery](topic-experiences-discovery.md)|
+|Learn about topic security|[Microsoft Viva security and privacy](topic-experiences-security-privacy.md)|
## Adoption
-Learn more about how to use and implement Topic Experiences in your organization to help you solve your business problems:
+Learn more about how to use and implement Viva Topics in your organization to help you solve your business problems:
| If you're looking for this information: | Go to this resource: | |:--|:--|
-|Learn how to start planning to use Topic Experiences. |[Get started](topics-adoption-getstarted.md)<br><br>|
+|Learn how to start planning to use Microsoft Viva. |[Get started](topics-adoption-getstarted.md)<br><br>|
## Set up and administration
-The resources in this section help your admin in your organization to set up and configure Microsoft SharePoint Syntex in your Microsoft 365 environment.
+The resources in this section help your admin in your organization to set up and configure Viva Topics in your Microsoft 365 environment.
| If you're looking for this information: | Go to this resource: | |:--|:--|
-|Learn how to set up and configure Topic Experiences|[Set up Topic Experiences](set-up-topic-experiences.md)|
+|Learn how to set up and configure Microsoft Viva|[Set up Microsoft Viva](set-up-topic-experiences.md)|
|Learn how to configure user permissions|[Manage topic permissions](topic-experiences-user-permissions.md)| |Learn how to manage who can view topics|[Manage topic visibility](topic-experiences-knowledge-rules.md)| |Learn how to manage your topic discovery settings|[Manage topic discovery](topic-experiences-discovery.md)|
@@ -68,11 +64,11 @@ The resources in this section help your users learn how to use and manage topics
| If you're looking for this information: | Go to this resource: | |:--|:--|
-|Learn how to work with topics|[Topic center overview](topic-center-overview.md)<br><br>[Manage topics](manage-topics.md)<br><br>[Create a new topic](create-a-topic.md)<br><br>[Edit an existing topic](edit-a-topic.md)<br><br>|
-|Understand user roles|[Topic Experience roles](topic-experiences-roles.md)|
-|Understand why topics might differ to different users|[Topic Experiences security trimming](topic-experiences-security-trimming.md)|
+|Learn how to work with topics|[Topic center overview](topic-center-overview.md)<br><br>[Manage topics](manage-topics.md)<br><br>[Create a new topic](create-a-topic.md)<br><br>[Edit an existing topic](edit-a-topic.md)<br><br>[Find topics with Microsoft Search](search.md)<br><br>|
+|Understand user roles|[Viva Topics roles](topic-experiences-roles.md)|
+|Understand why topics might differ to different users|[Viva Topics security trimming](topic-experiences-security-trimming.md)|
|Learn how to prevent specific topics from being identified and viewed|[Restrict access to topics](restrict-access-to-topics.md)|
-## See Also
+
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/manage-topics https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/manage-topics.md
@@ -1,9 +1,10 @@
Title: 'Manage topics in the Topic center in Topic Experiences (Preview) '
+ Title: 'Manage topics in the Topic center in Microsoft Viva Topics'
description: 'How to manage topics in the Topic Center.' + audience: admin ms.prod: microsoft-365-enterprise
@@ -11,14 +12,10 @@ search.appverid:
- enabler-strategic - m365initiative-topics- localization_priority: None
-# Manage topics in the Topic center (Preview)
-
-> [!Note]
-> The content in this article is for Project Cortex Private Preview. [Find out more about Project Cortex](https://aka.ms/projectcortex).
+# Manage topics in the Topic center
</br>
@@ -27,7 +24,7 @@ localization_priority: None
</br>
-In the Topic center, a knowledge manager can view the **Manage topics** page to review topics that have been identified in SharePoint source locations as specified by your knowledge admin.
+In the Viva Topics Topic center, a knowledge manager can view the **Manage topics** page to review topics that have been identified in SharePoint source locations as specified by your knowledge admin.
![Topic Center](../media/knowledge-management/topic-center.png) </br>
@@ -35,18 +32,22 @@ In the Topic center, a knowledge manager can view the **Manage topics** page to
Knowledge managers help to guide discovered topics through the topic lifecycle in which topics are: -- Suggested: A topic has been identified by AI and has enough supporting resources, connections, and properties to meet the topic threshold.-- Confirmed: A topic that has been suggested by AI is validated. Validation is done by confirmation from a knowledge admin. Additionally, a topic can be confirmed if at least two users give positive feedback through topic feedback that the topic is valid.-- Removed: A topic is rejected by a knowledge admin and will no longer be visible to viewers. The topic can be in any state when it is removed (suggested or confirmed). -- Published: A confirmed topic that has been manually updated.
+- Suggested: A topic has been identified by AI and has enough supporting resources, connections, and properties.
+- Confirmed: A topic that has been suggested by AI is validated. Validation is done by confirmation from a knowledge manager. Additionally, a topic can be confirmed if at least two users give positive feedback through the feedback question on the topic card.
+- Published: A confirmed topic that has been curated: manual edits have been made to improve its quality.
+- Removed: A topic is rejected by a knowledge manager and will no longer be visible to viewers. The topic can be in any state when it is removed (suggested, confirmed or published). When a published topic is removed, the page with the curated details will need to be deleted manually through the Pages Library of the topic center.
![Topic Lifecycle chart](../media/knowledge-management/topic-lifecycle.png) </br>
+> [!Note]
+> In the Manage Topics page, each knowledge manager will only be able to see topics where they have access to the files and pages of the topic. This will be reflected in the topics that are listed under the Suggested, Confirmed, Removed, and Published tabs. The topic counts, however, show the total counts in the organization.
+ ## Requirements To manage topics in the Topic center, you need to:-- Have a Topic Experiences license.-- Have permissions to [**Who can manage topics**](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-user-permissions). Knowledge admins can give users this permission in the Knowledge Network topic permissions settings.
+- Have a Viva Topics license.
+
+- Have the [**Who can manage topics**](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-user-permissions) permission. Knowledge admins can give users this permission in the Viva Topics topic permissions settings.
You will not be able to view the Manage Topics page in the Topic Center unless you have the **Who can manage topics** permission.
@@ -55,13 +56,15 @@ In the topic center, a knowledge manager can review topics that have been identi
## Review suggested topics
-On the Topic center Manage Topics page, topics that were discovered in your specified SharePoint source locations will be listed in the **Suggested** tab. A knowledge manager can review unconfirmed topics and choose to confirm or reject them.
+On the Topic center Manage Topics page, topics that were discovered in your specified SharePoint source locations will be listed in the **Suggested** tab. If needed, a knowledge manager can review unconfirmed topics and choose to confirm or reject them.
+
+ ![Suggested Topics](../media/knowledge-management/quality-score.png) </br>
To review a suggested topic: 1. On the **Manage topics** page, select the **Suggested** tab, select the topic to open the topic page.</br>
-2. On the topic page, review the topic page, and select **Edit** if you need to make any changes to the page.
+2. On the topic page, review the topic page, and select **Edit** if you need to make any changes to the page. Publishing any edits will move this topic to the **Published** tab.
3. After reviewing the topic, go back to the Manage topics page. For the selected topic, you can:
@@ -75,6 +78,19 @@ To review a suggested topic:
</br>
+### Quality score
+
+Each topic that appears in your Suggested Topics page has a <b>Quality</b> score assigned to it. The Quality score is a reflection of the amount of information that the average user will see for the information on the topic, keeping in mind that each user may see more or less information because of the permissions they may or may not have on the information in a topic.
+
+The Quality score can help give insight to the topics with the most information and can be useful for finding topics that may need to be manually edited. For example, a topic with a lower quality score may be the result of some users not having SharePoint permissions to pertinent files or sites that AI has included in the topic. A contributor could then edit the topic to include the information (when appropriate), which will then be viewable to all users who can view the topic.
+
+The Quality score could range from 1 to 100. A newly discovered topic will have a quality score of 0 until two or more users have viewed it. Each users quality score is determined by a number of factors, such as the amount of content displayed for the specific user, which is controlled the user's permissions as each topic page has security trimming in place for AI-generated content. The Quality score shown on the Suggested topics tab is an average of each users individual score.
+
+### Impressions
+
+The <b>Impressions</b> column displays the number of times a topic has been shown to end users. This includes views through topic cards in search, through topic highlights, and through Topic center views. It does not reflect the click-through on these topics, but that the topic has been displayed. The Impressions column will show for topics in the Suggested, Confirmed, Published, and Removed tabs in the Manage Topics page.
++ ## Confirmed topics On the Manage topics page, topics that were discovered in your specified SharePoint source locations and have been confirmed by a knowledge manager or "crowd-sourced" confirmed by two or more people through the card feedback mechanism will be listed in the **Confirmed** tab. If needed, a user with permissions to manage topics can review confirmed topics and choose to reject them.
@@ -88,7 +104,9 @@ To review a confirmed topic:
Note that you can still chose to reject a confirmed topic. To do this, go to the selected topic in the Confirmed list, and select the **x** if you want to reject the topic. ## Published topics
-Published topics have been edited so that specific information will always appear to whoever encounters the page. Manually created topics are listed here.
+Published topics have been edited so that specific information will always appear to whoever encounters the page. Manually created topics are listed here as well.
+
+ ![Manage Topics](../media/knowledge-management/manage-topics-new.png) </br>
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/plan-topic-experiences https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/plan-topic-experiences.md
@@ -1,5 +1,5 @@
Title: "Plan topic experiences in Microsoft 365"
+ Title: "Plan for Microsoft Viva Topics"
@@ -9,36 +9,35 @@
search.appverid: MET150 localization_priority: Normal-
-description: "Learn how to plan for topic experiences in Microsoft 365"
+description: "Learn how to plan for Plan for Microsoft Viva Topics"
-# Plan topic experiences in Microsoft 365
+# Plan for Microsoft Viva Topics
-You're in control of how topics are experienced in your organization. Your planning decisions for topic experiences ensures that high quality topics are shown to your users and they have the right permissions to consume and contribute knowledge.
+You're in control of how topics are experienced in your organization. Your planning decisions for Topics ensures that high quality topics are shown to your users and they have the right permissions to consume and contribute knowledge.
In this article we'll examine these planning decisions: -- Which SharePoint sites you want to crawl for topics.
+- Which SharePoint sites you want to crawl for topics
- Which topics, if any, you want to exclude from topic experiences-- Which users you want to make topics visible to.-- Which users you want to give permissions to manage topics in the topic center.-- Which users you want to give permissions to create or edit topics in the topic center.-- What name you want to give your topic center.
+- Which users you want to make topics visible to
+- Which users you want to give permissions to manage topics in the topic center
+- Which users you want to give permissions to create or edit topics in the topic center
+- What name you want to give your topic center
-Security and privacy of your data is respected, and topic experiences does not grant users additional access to files they donΓÇÖt have rights to. We recommend you also read [Topic experiences security and privacy](topic-experiences-security-privacy.md) as part of your planning process.
+Security and privacy of your data is respected, and topic experiences does not grant users additional access to files they donΓÇÖt have rights to. We recommend you also read [Microsoft Viva Topics security and privacy](topic-experiences-security-privacy.md) as part of your planning process.
## Requirements
-You must be a global administrator or SharePoint administrator to access the Microsoft 365 admin center and set up topic experiences.
+You must be a global administrator or SharePoint administrator to access the Microsoft 365 admin center and set up Topics.
-All users who are going to use topic experiences require a **Topic Experiences** license. Assigning licenses is covered in [Set up topic experiences](set-up-topic-experiences.md).
+All users who are going to use Topics require a **Topic Experiences** license. Assigning licenses is covered in [Set up Microsoft Viva Topics](set-up-topic-experiences.md).
## Topic discovery The topic discovery settings specify which SharePoint sites are used as sources for topics. You can choose to include all SharePoint sites, a specific list of sites, or no sites. We recommend that you choose all sites so that topic experiences can discover a large number of good topics for your users.
-When you set up topic experiences, you can choose from the following options:
+When you set up Topics, you can choose from the following options:
- **All sites**: All SharePoint sites in your organization. This includes current and future sites. - **All, except selected sites**: All sites except for the ones you specify. Sites created in future will be included as sources for topic discovery.
@@ -53,7 +52,7 @@ You can copy the .csv template below:
Site name,URL ```
-We don't recommend choosing **No sites** because it prevents topics from being automatically created or updated. However, you can choose this option if you want to set up topic experiences and then add sites later.
+We don't recommend choosing **No sites** because it prevents topics from being automatically created or updated. However, you can choose this option if you want to set up Topics and then add sites later.
We recommend you create a process for users or knowledge managers to request individual sites be removed from topic discovery if needed in your organization.
@@ -75,7 +74,7 @@ We recommend that you allow everyone in your organization to create and edit top
If you want to limit creating and editing topics to specific people or groups, create a security group for them and specify it during the setup process.
-You can choose to not allow anyone to contribute to topics, however this is not recommended. Knowledge managers will still be able to edit and create topics.
+You can choose to not allow anyone to contribute to topics, however this is not recommended. Knowledge managers will still be able to edit and create topics if you choose this option.
*Topic viewers*
@@ -87,7 +86,7 @@ When setting up topic viewers, you can choose from:
- **Only selected people or security groups** - **No one**
-We recommend **Everyone in my organization**, but if you're doing a pilot you may want to choose only selected people or security groups. You can also choose **No one** if you want to set up topic experiences, but not allow people to see topics yet. (Knowledge managers will still have access to allow them view the topics and help with the decision to make topic experiences broadly available.)
+We recommend **Everyone in my organization**, but if you're doing a pilot you may want to choose only selected people or security groups. You can also choose **No one** if you want to set up Topics, but not allow people to see topics yet. (Knowledge managers will still have access to allow them view the topics and help with the decision to make Topics broadly available.)
## Knowledge rules
@@ -113,7 +112,7 @@ Name (required),Expansion,MatchType- Exact/Partial (required)
## Administration
-When you set up topic experiences, as part of the setup process, a topic center is automatically created. Think about what you want to name the topic center and what you want the URL to be. You can set both the name and URL as part of the setup process, and you can change the name (but not URL) later in the Microsoft 365 admin center. You can only have one topic center.
+When you set up Topics, as part of the setup process, a topic center is automatically created. Think about what you want to name the topic center and what you want the URL to be. You can set both the name and URL as part of the setup process, and you can change the name (but not URL) later in the Microsoft 365 admin center. You can only have one topic center.
## Setup checklist
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/restrict-access-to-topics https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/restrict-access-to-topics.md
@@ -1,9 +1,10 @@
Title: 'Restrict access to topics'
+ Title: 'Restrict access to topics in Microsoft Viva Topics'
description: 'How to exclude topics to prevent them from being discovered.' + audience: admin ms.prod: microsoft-365-enterprise
@@ -11,22 +12,21 @@ search.appverid:
- enabler-strategic - m365initiative-topics- localization_priority: None
-# Restrict access to topics in Topic Experiences
+# Restrict access to topics in Microsoft Viva Topics
-In Topic Experiences, stakeholders in your organization may want to make sure that specific topics are not discovered and exposed to your licensed users. For example, you may be working on a project that you don't want to expose any information about yet. While Office 365 permissions on sites, files and other resources will prevent Topic Experiences users from viewing sensitive information in topics, there are additional safeguards to prevent specific topics from ever being discovered.
+In Microsoft Viva, stakeholders in your organization may want to make sure that specific topics aren't discovered and exposed to your licensed users. For example, you may be working on a project that you don't want to expose any information about yet. While Office 365 permissions on sites, files and other resources will prevent Topic Experiences users from viewing sensitive information in topics, there are additional safeguards to prevent specific topics from ever being discovered.
-While knowledge admins control the knowledge network settings to prevent topics from being discovered, knowledge managers and other stakeholders need to be know how this is done so that they can work collaboratively on this.
+While knowledge admins control the knowledge network settings to prevent topics from being discovered, knowledge managers and other stakeholders need to know how it is done so that they can work collaboratively.
> [!Important]
-> This article describes ways to prevent topics from being identified through AI or viewed in your environment as an additional security safeguard. It is important to note that in Topic Experiences, users are not allowed to view anything in a topic that they are not allowed to access through Office 365 permissions. Even if a users is able to view a topic, its files, sites, and pages they do not have Office 365 permissions to view will not be visible to them. Making sure that permissions to sensitive files are correctly set should be your primary security safeguard.
+> This article describes ways to prevent topics from being identified through AI or viewed in your environment as an additional security safeguard. It is important to note that in Viva Topics, users aren't allowed to view anything in a topic that they aren't allowed to access through Office 365 permissions. Even if a users is able to view a topic, its files, sites, and pages they do not have Office 365 permissions to view will not be visible to them. Making sure that permissions to sensitive files are correctly set should be your primary security safeguard.
## Prevent topics from being identified
-Knowledge admin can restrict access to specific topics by preventing them from being found in initial indexing. There are two ways to do this in the Knowledge Network admin settings in the Microsoft 365 admin center.
+Knowledge admin can restrict access to specific topics by preventing them from being found in initial indexing. There are two ways to do this task in the Knowledge Network admin settings in the Microsoft 365 admin center.
- [Select SharePoint sites to exclude from topic discovery](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-discovery#select-sharepoint-topic-sources): You can use this setting to prevent specific SharePoint sites from being crawled for topics. - [Exclude topics by name](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-discovery#exclude-topics-by-name): Admins can use this setting to prevent specific topics from being discovered by name. In the Knowledge Network admin settings, an admin can upload a list of topics to be excluded in a CSV file. You can exclude topics that have exact or partial matches of a topic name.
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/search https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/search.md
@@ -0,0 +1,58 @@
+
+ Title: "Use Microsoft Search to find topics in Microsoft Viva Topics"
++++
+audience: admin
++
+search.appverid:
+localization_priority: None
+description: "Learn how you can search for topics in Microsoft Viva."
++
+# Use Microsoft Search to find topics in Microsoft Viva Topics
+
+While Viva Topics users can find topics through topic highlights in their SharePoint sites, they can also find them through Microsoft Search.
+
+## Topic Answer
+
+When you search for a specific topic in Microsoft Search (for example, "Saturn"), if a topic exists and is found, it will display the result in the Answers suggestion format.
+
+The topic answer will display:
+- Topic name
+- Alternate names: Alternate names or acronyms for the topic.
+- Definition: Description of the topic provided by AI or manually added by a person.
+- Suggested or Pinned people: People suggested by AI or pinned to the topic by a person
+- Suggested or Pinned resources: Files, pages, or sites either suggested by AI or pinned to the topic by a person.
+
+ ![Topic in Search](../media/knowledge-management/search-topic-answer.png)
+
+The topic page can display in the search results even if the topic answer card doesn't appear.
++
+## Acronyms
+
+In Viva Topics, you can manually edit a topic to include an acronym for it as an <b>Alternate Name</b>. This allows a user who is searching by only the topic's acronym to find the topic answer through Microsoft Search.
+
+[Acronym Answers](https://docs.microsoft.com/microsoftsearch/manage-acronyms) is a feature provided though Microsoft Search and is managed separately from Viva Topics.
+
+## Bookmarks and topics
+
+[Bookmarks](https://docs.microsoft.com/microsoftsearch/manage-bookmarks) are a Microsoft Search feature that help people quickly find important sites and tools with just a search (for example, a travel booking tool on an external site outside of their Microsoft 365 tenant). They're created by search admins in the Microsoft 365 admin center.
+
+For users who are looking for information about booking a trip for work:
+
+- If some users know the travel tool name (for example, "Concur"), it's easier to create a bookmark to go directly to the external site.
+- For users who search generally for "travel", create a topic on "Travel" that has the information they expect to see. Consider adding a link to the Concur external site in the description of the topic. If the link is instead to an internal travel booking site hosted on the Microsoft 365 tenant, you can add it to the ΓÇ£Pinned ResourcesΓÇ¥.
+
+### Search results priority
+
+In the users search experience, when a user searches for a term like ΓÇ£travelΓÇ¥, search results will display in the following priority in Microsoft Search
+1. Published or Confirmed topics
+2. Bookmarks
+3. Suggested topics
+++
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/set-up-topic-experiences https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/set-up-topic-experiences.md
@@ -1,5 +1,5 @@
Title: "Set up topic experiences in Microsoft 365"
+ Title: "Set up Microsoft Viva Topics"
@@ -9,21 +9,20 @@
search.appverid: MET150 localization_priority: Normal-
-description: "Learn how to set up topic experiences in Microsoft 365"
+description: "Learn how to set up Microsoft Viva Topics"
-# Set up topic experiences in Microsoft 365
+# Set up Microsoft Viva Topics
-You can use the Microsoft 365 admin center to set up and configure [topic experiences](topic-experiences-overview.md).
+You can use the Microsoft 365 admin center to set up and configure [Topics](topic-experiences-overview.md).
-It is important to plan the best way to set up and configure topics in your environment. Be sure to read [Plan topic experiences](plan-topic-experiences.md) before you begin the procedures in this article.
+It is important to plan the best way to set up and configure topics in your environment. Be sure to read [Plan for Microsoft Viva Topics](plan-topic-experiences.md) before you begin the procedures in this article.
-You must be a global administrator or SharePoint administrator to access the Microsoft 365 admin center and set up topic experiences.
+You must be a global administrator or SharePoint administrator to access the Microsoft 365 admin center and set up Topics.
## Video demonstration
-This video shows the process for setting up topic experiences in Microsoft 365.
+This video shows the process for setting up Topics in Microsoft 365.
<br>
@@ -31,9 +30,9 @@ This video shows the process for setting up topic experiences in Microsoft 365.
<br>
-## Set up topic experiences
+## Set up Topics
-To set up topic experiences in Microsoft 365
+To set up Topics
1. In the [Microsoft 365 admin center](https://admin.microsoft.com), select **Setup**, and then view the **Files and content** section. 2. In the **Files and content** section, click **Connect people to knowledge**.
@@ -44,7 +43,7 @@ To set up topic experiences in Microsoft 365
![Get started](../media/k-get-started.png)
-4. On the **Choose how the knowledge network can find topics** page, you will configure topic discovery. In the **Select SharePoint topic sources** section, select which SharePoint sites will be crawled as sources for your topics during discovery. Choose from:
+4. On the **Choose how Viva Topics can find topics** page, you will configure topic discovery. In the **Select SharePoint topic sources** section, select which SharePoint sites will be crawled as sources for your topics during discovery. Choose from:
- **All sites**: All SharePoint sites in your organization. This includes current and future sites. - **All, except selected sites**: Type the names of the sites you want to exclude. You can also upload a list of sites that you want to opt out from discovery. Sites created in future will be included as sources for topic discovery. - **Only selected sites**: Type the names of the sites you want to include. You can also upload a list of sites. Sites created in the future will not be included as sources for topic discovery.
@@ -62,7 +61,7 @@ To set up topic experiences in Microsoft 365
#### How to exclude topics by name
- If you need to exclude topics, after selecting **Exclude topics by name**, select download the .csv template and update it with the list of topics that you want to exclude from your discovery results.
+ If you need to exclude topics, after selecting **Exclude topics by name**, download the .csv template and update it with the list of topics that you want to exclude from your discovery results.
![Exclude topics in CSV template](../media/exclude-topics-csv.png)
@@ -78,15 +77,15 @@ To set up topic experiences in Microsoft 365
Select **Next**.
-6. On the **Who can see topics and where can they see them** page, you will configure topic visibility. In the **Who can see topics in the knowledge network** setting, you choose who will have access to topic details, such as highlighted topics, topic cards, topic answers in search, and topic pages. You can select:
+6. On the **Who can see topics and where can they see them** page, you will configure topic visibility. In the **Who can see topics** setting, you choose who will have access to topic details, such as highlighted topics, topic cards, topic answers in search, and topic pages. You can select:
- **Everyone in my organization** - **Only selected people or security groups** - **No one** ![Who can see topics](../media/ksetup2.png)
- > [!Note]
- > While this setting allows you to select any user in your organization, only users who have Topic Experiences licenses assigned to them will be able to view topics.
+ > [!Note]
+ > While this setting allows you to select any user in your organization, only users who have Topic Experiences licenses assigned to them will be able to view topics.
7. In the **Permissions for topic management** page, you choose who will be able to create, edit, or manage topics. In the **Who can create and edit topics** section, you can select: - **Everyone in my organization**
@@ -103,15 +102,15 @@ To set up topic experiences in Microsoft 365
Select **Next**.
-9. On the **Create topic center** page, you can create your topic center site in which topic pages can be viewed and topics can be managed. In the **Site name** box, type a name for your Topic center. You can optionally type a short description in the **Description** box.
+9. On the **Create topic center** page, you can create your topic center site in which topic pages can be viewed and topics can be managed. In the **Site name** box, type a name for your topic center. You can optionally type a short description in the **Description** box.
-Select **Next**.
+ Select **Next**.
![Create Knowledge Center](../media/ksetup4.png) 10. On the **Review and finish** page, you can look at your selected setting and choose to make changes. If you are satisfied with your selections, select **Activate**.
-11. The **Knowledge network activated** page will display, confirming that the system will now start analyzing your selected sites for topics and creating the Knowledge Center site. Select **Done**.
+11. The **Viva Topics activated** page will display, confirming that the system will now start analyzing your selected sites for topics and creating the topic center site. Select **Done**.
12. You'll be returned to your **Connect people to knowledge** page. From this page, you can select **Manage** to make any changes to your configuration settings.
@@ -119,33 +118,26 @@ Select **Next**.
## Assign licenses
-Once you have configured topic experiences, you must assign licenses for the users who will be using topic experiences. Only users with a license can see information on topics including highlights, topic cards, topic pages and the topic center.
+Once you have configured topic experiences, you must assign licenses for the users who will be using Topics. Only users with a license can see information on topics including highlights, topic cards, topic pages and the topic center.
To assign licenses: 1. In the Microsoft 365 admin center, under **Users**, click **Active users**.
-2. Select the users that you want to license, and click **Manage product licenses**.
+2. Select the users that you want to license, and click **Licenses and apps**.
-3. Select **Assign more**.
+3. Under **Apps**, make sure **Graph Connectors Search with Index** and **Viva Topics** are both selected.
-4. Under **Licenses**, select **Topic Experiences**.
-
-5. Under **Apps**, make sure **Graph Connectors Search with Index** and **Topic Experiences** are both selected.
-
- > [!div class="mx-imgBorder"]
- > ![SharePoint Syntex licenses in the Microsoft 365 admin center](../media/topic-experiences-licenses.png)
-
-6. Click **Save changes**.
+4. Click **Save changes**.
## Manage topic experiences
-Once you have set up topic experiences, you can change the settings that you chose during setup in the [Microsoft 365 admin center](https://admin.microsoft.com/AdminPortal#/featureexplorer/csi/KnowledgeManagement). See the following references:
+Once you have set up Topics, you can change the settings that you chose during setup in the [Microsoft 365 admin center](https://admin.microsoft.com/AdminPortal#/featureexplorer/csi/KnowledgeManagement). See the following references:
-- [Manage topic discovery in Microsoft 365](topic-experiences-discovery.md)-- [Manage topic visibility in Microsoft 365](topic-experiences-knowledge-rules.md)-- [Manage topic permissions in Microsoft 365](topic-experiences-user-permissions.md)-- [Change the name of the topic center in Microsoft 365](topic-experiences-administration.md)
+- [Manage topic discovery in Microsoft Viva Topics](topic-experiences-discovery.md)
+- [Manage topic visibility in Microsoft Viva Topics](topic-experiences-knowledge-rules.md)
+- [Manage topic permissions in Microsoft Viva Topics](topic-experiences-user-permissions.md)
+- [Change the name of the topic center in Microsoft Viva Topics](topic-experiences-administration.md)
## See also
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topic-center-overview https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topic-center-overview.md
@@ -1,9 +1,10 @@
Title: 'Topic center overview (Preview) '
-description: 'Learn about the Topic Center.'
+ Title: 'Topic center overview '
+description: 'Learn about the Topic Center in Microsoft Viva Topics.'
+ audience: admin ms.prod: microsoft-365-enterprise
@@ -15,24 +16,22 @@
localization_priority: None
-# Topic center overview (Preview)
+# Topic center overview
-> [!Note]
-> The content in this article is for Project Cortex Private Preview. [Find out more about Project Cortex](https://aka.ms/projectcortex).
-The topic center is a Modern SharePoint site that serves as a center of knowledge for your organizationΓÇï. It is created during [Topic Experiences setup](set-up-topic-experiences.md) in the Microsoft 365 admin center.
+In Microsoft Viva Topics, the topic center is a Modern SharePoint site that serves as a center of knowledge for your organizationΓÇï. It's created during [Viva Topics setup](set-up-topic-experiences.md) in the Microsoft 365 admin center.
-The Topic center has a default home page (My topics) where all Topic Experience users can see the topics to which they have a connection.
+The topic center has a default home page with the Topics web part where all licensed users can see the topics to which they have a connection.
-While all licensed users who can view topics will have access to the Topic center, knowledge managers will also be able to manage topics through the **Manage topics** page. The Manage topics tab will only display to users who have the **Manage topics** permissions.
+While all licensed users who can view topics will have access to the topic center, knowledge managers can al manage topics through the **Manage topics** page. The Manage topics tab will only display to users who have the **Manage topics** permissions.
## Where is my Topic center
-The Topic center is created during Topic Experiences setup. After setup completes, an admin can find the URL on the [Topic center management page](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-administration#to-access-topics-management-settings).
+The topic center is created during Viva Topics setup. After setup completes, an admin can find the URL on the [Topic center management page](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-administration#to-access-topics-management-settings).
1. In the Microsoft 365 admin center, click **Settings**, then **Org settings**.
-2. On the **Services** tab, click **Knowledge network**.
+2. On the **Services** tab, click **Topic Experiences**.
![Connect people to knowledge](../media/admin-org-knowledge-options-completed.png) </br>
@@ -51,13 +50,13 @@ The Topic center is created during Topic Experiences setup. After setup complete
</br>
-On the Topic center home page, you can see the topics in your organization to which you have a connection.
+On the topic center home page, you can see the topics in your organization to which you have a connection.
-- Suggested connections - You will see suggested topics listed under **We've listed you on these topics. Did we get it right?**. These are topics where your connection to the topic has been suggested through AI. For example, you may be the owner of a related file or site. Suggested topics will ask you to confirm you connection to the topic.
+- Suggested connections - You will see topics listed under **We've listed you on these topics. Did we get it right?**. These are topics in which your connection to the topic has been suggested through AI. For example, you may be an author of a related file or site. You are asked to confirm that you should stay listed as a related person for the topic.
![Suggested connections](../media/knowledge-management/my-topics.png) </br> -- Confirmed connections - These are topics where you are pinned on the topic by another user or you've confirmed your connection to the topic. Topics will move from the suggested to confirmed section when you confirm a suggested connection.
+- Confirmed connections - These are topics in which you are pinned on the topic page or you've confirmed a suggested connection to the topic. Topics will move from the suggested to confirmed section when you confirm a suggested connection.
![Confirmed topics](../media/knowledge-management/my-topics-confirmed.png) </br>
@@ -68,9 +67,10 @@ Once a user confirms their connection to a topic, the user can make edits to the
To work in the **Manage Topics** section of Topic center, you need to have the required *Manage topics* permissions needed for the knowledge manager role. Your admin can assign these permissions to users during [knowledge management setup](set-up-topic-experiences.md), or new users can be [added afterwards](topic-experiences-knowledge-rules.md) by an admin through the Microsoft 365 admin center.
-On the Manage Topics page, the topic dashboard shows topics that were identified from your specified source locations. Each topic will show the date the topic was discovered and if any feedback has been provided on it. A user who was assigned **Manage topics** permissions can review the unconfirmed topics and choose to:
-- Confirm the topic: Highlights the topic to users who have access and lets them see the associated topic card and topic page.-- Reject the topic: Makes the topic not available to users. The topic is moved to the **Rejected** tab and can be confirmed later if needed.a knowledge manager can guide
+On the Manage Topics page, the topic dashboard shows all the topics, you have access to, that were identified from your specified source locations. Each topic will show the date the topic was discovered. A user who was assigned **Manage topics** permissions can review the unconfirmed topics and choose to:
+- Confirm the topic: Highlights the topic to users who have access to the files and pages related to the topic, and lets them see the associated topic card and topic page.
+- Publish the topic: Edit the topic information to improve the quality of the topic that was initially identified, and highlights the topic to all users who have view access to topics.
+- Reject the topic: Makes the topic not available to users. The topic is moved to the **Rejected** tab and can be confirmed later if needed.
> [!Note] > See [Manage topics](manage-topics.md) for more details about topic managing topics in the Manage topics page.
@@ -78,7 +78,7 @@ On the Manage Topics page, the topic dashboard shows topics that were identified
## Create or edit a topic
-If you have **Create and edit topics** permissions, you will be able to:
+If you have **Create and edit topics** permissions, you can:
- [Edit existing topics](edit-a-topic.md): You can make changes to existing topic pages that were created through discovery. - [Create new topics](create-a-topic.md): You can create new topics for ones that were not found through discovery, or if AI tools did not find enough evidence to create a topic.
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topic-experiences-administration https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topic-experiences-administration.md
@@ -1,5 +1,5 @@
Title: "Change the name of the topic center in Microsoft 365"
+ Title: "Change the name of the topic center in Microsoft Viva Topics"
@@ -9,18 +9,17 @@
search.appverid: MET150 localization_priority: Normal-
-description: "Learn how to change the name of the topic center in Microsoft 365."
+description: "Learn how to change the name of the topic center in Microsoft Viva Topics."
-# Change the name of the topic center in Microsoft 365
+# Change the name of the topic center in Microsoft Viva Topics
You can change the name of your topic center in the [Microsoft 365 admin center](https://admin.microsoft.com). You must be a global administrator or SharePoint administrator to perform these tasks. ## To access topics management settings: 1. In the Microsoft 365 admin center, click **Settings**, then **Org settings**.
-2. On the **Services** tab, click **Knowledge network**.
+2. On the **Services** tab, click **Topic experiences**.
![Connect people to knowledge](../media/admin-org-knowledge-options-completed.png)
@@ -40,8 +39,8 @@ To change the name of the topic center
## See also
-[Manage topic discovery in Microsoft 365](topic-experiences-discovery.md)
+[Manage topic discovery in Microsoft Viva Topics](topic-experiences-discovery.md)
-[Manage topic visibility in Microsoft 365](topic-experiences-knowledge-rules.md)
+[Manage topic visibility in Microsoft Viva Topics](topic-experiences-knowledge-rules.md)
-[Manage topic permissions in Microsoft 365](topic-experiences-user-permissions.md)
+[Manage topic permissions in Microsoft Viva Topics](topic-experiences-user-permissions.md)
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topic-experiences-discovery-curation https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topic-experiences-discovery-curation.md
@@ -1,9 +1,10 @@
Title: 'Topic Experiences topic discovery and curation (Preview) '
+ Title: 'Microsoft Viva Topics topic discovery and curation '
description: 'Overview of how topics are discovered.' + audience: admin
@@ -11,18 +12,14 @@ ms.prod: microsoft-365-enterprise
- enabler-strategic - m365initiative-topics- localization_priority: None
-# Topic discovery and curation (Preview)
+# Microsoft Viva Topics discovery and curation
-> [!Note]
-> The content in this article is for Project Cortex Private Preview. [Find out more about Project Cortex](https://aka.ms/projectcortex).
+Viva Topics organizes information to knowledge in your Microsoft 365 environment. We've all experienced reading through documents and site pages where we encounter terms we are unfamiliar with. Many times we stop what we are doing to spend precious time searching for more information.
-Topic Experiences converts knowledge information to knowledge in your Microsoft 365 environment. We've all experienced reading through documents and site pages where we encounter terms we are unfamiliar with. Many times we stop what we are doing to spend precious time searching for more information.
-
-Topic Experiences uses Microsoft Graph and AI to identify **topics** in your organization. A topic is a phrase or term that has a specific meaning to the organization, and has resources related to it that can help people understand what it is and find more information about it. There are lots of different types of topics that will be important to your organization. Initially, the following types of topics can be identified:
+Viva Topics uses Microsoft Graph and AI to identify **topics** in your organization. A topic is a phrase or term that has a specific meaning to the organization, and has resources related to it that can help people understand what it is and find more information about it. There are lots of different types of topics that will be important to your organization. Initially, the following types of topics can be identified:
- Project - Event - Organization
@@ -37,11 +34,11 @@ AI identifies people and content connected to the topic, and if enough is discov
- People who might be knowledgeable about the topic. - Files, pages, and sites that are related to the topic.
-The properties are identified from the files and pages that are part of the evidence for identifying the topic. Alternate names and acronyms are sourced from these files and pages. The short description is sourced from these files and pages, or from the internet through Wikipedia. The source file, page, or Wikipedia article is referenced alongside the suggested properties. People are suggested based on their active contributions (like edits) to the files and pages. A reference to the amount of contributions from a particular person provides a hint as to why the person has been identified. Files, pages, and sites are ranked based on whether they are central to the topic, whether they can give an overview or introduction to the topic.
+The properties are identified from the files and pages that are part of the evidence for identifying the topic. Alternate names and acronyms are sourced from these files and pages. The short description is sourced from these files and pages, or from the internet through Wikipedia. The source file, page, or Wikipedia article is referenced alongside the suggested properties. People are suggested based on their active contributions (for example, edits) to the files and pages. A reference to the amount of contributions from a particular person provides a hint as to why the person has been identified. Files, pages, and sites are ranked based on whether they are central to the topic, whether they can give an overview or introduction to the topic.
-Not every identified topic will be useful to your organization or have identified any or the correct alternate names or a description, the appropriate people or content, so the ability to add topics that were not identified, keep suggested topics, and curate topics is critical to improving the quality of the topics that are discoverable in your organization.
+Not every identified topic will be useful to your organization. It may not have identified any of the correct alternate names, descriptions, the appropriate people, or content. So the ability to add topics that aren't identified, keep suggested topics, and curate topics is critical to improving the quality of the topics that are discoverable in your organization.
-Topic experiences then, when the context is appropriate, suggests these topics to be highlighted on all SharePoint modern site pages in your tenant. The topic can also be directly referenced on the SharePoint modern site page by a page author. When a user is curious to learn more about a topic, they can select the highlighted topic to view a **Topic summary** card that provides a short description. And if they want to learn more, they can select a **Topic details** link in the summary to open the detailed topic page.
+Viva Topics then, when the context is appropriate, will suggest these topics to be highlighted on all SharePoint modern site pages in your tenant. The topic can also be directly referenced on the SharePoint modern site page by a page author. When a user is curious to learn more about a topic, they can select the highlighted topic to view a **Topic summary** card that provides a short description. And if they want to learn more, they can select a **Topic details** link in the summary to open the detailed topic page.
![Topic highlights](../media/knowledge-management/saturn.png) </br>
@@ -49,20 +46,21 @@ Additionally, users will also be able to find topics through Microsoft Search.
## Topic curation and feedback
-Topic Experiences welcomes human contribution to improve the quality of your topics. While AI initially identifies and suggests topics, manually made edits to content from contributors, manually added topics, confirmation from users for AI discovered properties and content, and feedback on the usefulness of topics are all essential.
+Viva Topics welcomes human contribution to improve the quality of your topics. While AI initially identifies and suggests topics, manually made edits to content from contributors, manually added topics, confirmation from users for AI discovered properties and content, and feedback on the usefulness of topics are all essential.
+
+- Topics can be reviewed by **knowledge managers** in your organization. The knowledge manager can review topics that they have permissions to see. In the Manage Topics page in the Topic Center, they can choose to confirm AI-generated topics ("suggested topics") as valid, reject topics to prevent the content from being viewed as a topic, create topics that were not discovered by AI, or identify topics that could benefit from a few edits by subject matter experts to be more helpful or accurate. For more information, see [Manage topics in the Topic center](manage-topics.md).
-- Topics can be reviewed by **knowledge managers** in your organization. The knowledge manager can review topics that they have permissions to see. In the Manage Topics page in the Topic Center, they can choose to confirm AI generated topics ("suggested topics") as valid, reject topics to prevent the content from being viewed as a topic, create topics that were not discovered by AI, or identify topics that could benefit from a few edits by subject matter experts to be more helpful or accurate. See [Manage topics in the Topic center](manage-topics.md) for more information.
+- You can assign *Create and edit topics* permissions to any of your licensed users so that they can make changes to existing topics or create new topics. This allows users that are knowledgeable about the topic to update the topic page directly to make corrections or add additional information. They can also add new topics that AI wasn't able to identify. If there is enough information on these manually added topics, and AI is able to identify this type of topic, additional suggestions from AI may enhance these manually added topics. Together, humans and AI can keep knowledge accurate over time and not have this rest on a single person. For more information, see [Create a new topic](https://docs.microsoft.com/microsoft-365/knowledge/create-a-topic) and [Edit a topic](https://docs.microsoft.com/microsoft-365/knowledge/edit-a-topic).
-- You can assign *Create and edit topics* permissions to any of your licensed users so that they can make changes to existing topics or create new topics. This allows users that are knowledgeable about the topic to update the topic page directly to make corrections or add additional information. They can also add new topics that AI wasn't able to identify. If there is enough information on these manually added topics, and AI is able to identify this type of topic, additional suggestions from AI may enhance these manually added topics. Together, humans and AI can keep knowledge accurate over time and not have this rest on a single person. See [Create a new topic](https://docs.microsoft.com/microsoft-365/knowledge/create-a-topic) and [Edit a topic](https://docs.microsoft.com/microsoft-365/knowledge/edit-a-topic) for more information.
+- Even users who only have read access to topic (topic viewers) will be asked to verify the usefulness of specific topics. Feedback questions are asked on the **Topic summary** card to improve the value of the topic and its information. Questions about the quality and usefulness of the AI suggestions are presented to users one at a time. Questions include:</br>
-- Even users who only have read access to topic (topic viewers) will be asked to verify the usefulness of specific topics. Feedback questions are asked on the **Topic summary** card to improve the value of the topic and its information. Questions about the quality and usefulness of the AI suggestions are presented to users one at a time. Questions include:
-1. Whether identifying the topic in the SharePoint page was helpful. There's an opportunity to remove the highlight if it's not accurate or helpful. If enough people indicate that a topic is not correctly identified on a particular page, this highlight will eventually be removed for all users.
+ 1. Whether identifying the topic in the SharePoint page was helpful. There's an opportunity to remove the highlight if it's not accurate or helpful. If enough people indicate that a topic is not correctly identified on a particular page, this highlight will eventually be removed for all users.
-2. Whether the suggested topic is valuable to the organization. If enough people indicate that the suggested topic is valuable, the topic is automatically confirmed. Alternatively, if the suggested topic is not valuable, the topic is automatically rejected. The Knowledge Manager can observe this activity in the Manage Topics view.
+ 2. Whether the suggested topic is valuable to the organization. If enough people indicate that the suggested topic is valuable, the topic is automatically confirmed. Alternatively, if the suggested topic is not valuable, the topic is automatically rejected. The Knowledge Manager can observe this activity in the Manage Topics view.
-3. Whether the people and resource suggestions are helpful.
+ 3. Whether the people and resource suggestions are helpful.
-4. On the Topic Center home page, you can see the topics in your organization to which you have a connection. You can choose to remain listed on the topic or remove yourself. This feedback is reflected to everyone who discovers this topic. See [Topic center overview](https://docs.microsoft.com/microsoft-365/knowledge/topic-center-overview) for more details on the topic center home page.
+ 4. On the Topic Center home page, you can see the topics in your organization to which you have a connection. You can choose to remain listed on the topic or remove yourself. This feedback is reflected to everyone who discovers this topic. See [Topic center overview](https://docs.microsoft.com/microsoft-365/knowledge/topic-center-overview) for more details on the topic center home page.
Even with human edits, AI will continually look for more information about topics, and will look for human verification. For example, if AI thinks you are a person that should be listed as an expert on a topic, it will ask you to confirm this.
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topic-experiences-discovery https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topic-experiences-discovery.md
@@ -1,5 +1,5 @@
Title: "Manage topic discovery in Microsoft 365"
+ Title: "Manage topic discovery in Microsoft Viva Topics"
@@ -9,18 +9,17 @@
search.appverid: MET150 localization_priority: Normal-
-description: "Learn how to administer topic discovery in Microsoft 365."
+description: "Learn how to administer topic discovery in Microsoft Viva Topics."
-# Manage topic discovery in Microsoft 365
+# Manage topic discovery in Microsoft Viva Topics
You can manage topic discovery settings in the [Microsoft 365 admin center](https://admin.microsoft.com). You must be a global administrator or SharePoint administrator to perform these tasks. ## To access topics management settings: 1. In the Microsoft 365 admin center, click **Settings**, then **Org settings**.
-2. On the **Services** tab, click **Knowledge network**.
+2. On the **Services** tab, click **Topic experiences**.
![Connect people to knowledge](../media/admin-org-knowledge-options-completed.png)
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topic-experiences-get-ready https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topic-experiences-get-ready.md
@@ -1,32 +1,28 @@
Title: "Get your environment ready for Topic Experiences (Preview)"
-description: "Get your environment ready so you can provide as much content as possible for your users with Topic Experiences (Preview)."
+ Title: "Get your environment ready for Microsoft Viva Topics"
+description: "Get your environment ready so you can provide as much content as possible for your users with Microsoft Viva Topics."
Previously updated : 7/20/2020 audience: admin ms.prod: microsoft-365-enterprise search.appverid: localization_priority: Normal--
-# Get your environment ready for Topic Experiences (Preview)
+
-> [!Note]
-> The content in this article is for Project Cortex Private Preview. [Find out more about Project Cortex](https://aka.ms/projectcortex).
+# Get your environment ready for Microsoft Viva Topics
-To make the most of Topic Experiences, you want to have as much content as possible included for topic discovery, so that you can have a rich set of topics for your users. But what content should be used for topic discovery? How do you maximize the content that is indexed, while staying in control? The more content is in scope, the better the insights the artificial intelligence can generate. This article walks you through planning steps to ensure that you are including the appropriate content, and that you have the right people and resources to make a good experience for your users.
+To make the most of Viva Topics, you want to have as much content as possible included for topic discovery, so that you can have a rich set of topics for your users. But what content should be used for topic discovery? How do you maximize the content that is indexed, while staying in control? The more content is in scope, the better the insights the artificial intelligence can discover. This article walks you through planning steps to ensure that you are including the appropriate content, and that you have the right people and resources to make a good experience for your users.
-To plan for Topic experiences (Preview), you need to:
+To plan for Viva Topics, you need to:
![Migrate, connect, modernize, secure, and identify steps for onboarding to knowledge management](../media/knowledge-management/km-adoption-onboarding-checklist.png) 1. [Migrate content to SharePoint](#1-migrate-content-to-microsoft-365)
- - Topic mining only includes content on SharePoint sites.
+ - Topic indexing only includes content on SharePoint sites.
- Where possible, migrate valuable content into SharePoint Online from external sources. - Prioritize content sources with high potential for tacit knowledge. - Highlight the benefits of knowledge management to encourage users to move content from OneDrive to SharePoint sites.
@@ -46,10 +42,10 @@ To plan for Topic experiences (Preview), you need to:
- Have admins audit broadly shared content using Search - Encourage content owners to share content that is not sensitive and may have broader benefit to the organization. - Review your Microsoft Graph configuration on users and content:
- - Topic mining honors configuration excluding content from Search or Delve. Review whether these configurations are still relevant.
+ - Topic indexing honors configuration excluding content from Search or Delve (for example, NOINDEX). Review whether these configurations are still relevant.
5. [Identify knowledge managers and topics](#5-identify-knowledge-managers-and-topics)
- - Use existing taxonomies to manually create topics.
+ - Use existing taxonomies to manually create topics, or help to confirm AI-suggested topics.
- Identify subject matter experts (SMEs) for anticipated or seeded topics. - Identify sites that cover a large body of valuable data that can be used to pilot topic mining. - Engage Knowledge Managers and communities of practice.
@@ -74,11 +70,11 @@ Make the most of your migration:
If you canΓÇÖt migrate some content, then connect it with the Microsoft Graph: - Consider implementing [Graph Content Connectors](https://docs.microsoft.com/microsoftsearch/connectors-overview). Using connectors, external content can be indexed into the Microsoft Graph, where users can then discover it through Microsoft Search.-- Future developments will bring external data into topic experiences.
+- Future developments will bring external data into Viva Topics.
## 3. Modernize SharePoint pages
-Because topic cards and highlights can only appear on modern pages, update any pages you want to include in topic experiences from classic to modern. See [Modernize your classic SharePoint sites](https://docs.microsoft.com/sharepoint/dev/transform/modernize-classic-sites). You can use the [SharePoint Modernization scanner](https://docs.microsoft.com/sharepoint/dev/transform/modernize-scanner) to prepare your classic sites for modernization.
+Because topic cards and highlights can only appear on modern pages, update any pages you want to include in Viva Topics from classic to modern. See [Modernize your classic SharePoint sites](https://docs.microsoft.com/sharepoint/dev/transform/modernize-classic-sites). You can use the [SharePoint Modernization scanner](https://docs.microsoft.com/sharepoint/dev/transform/modernize-scanner) to prepare your classic sites for modernization.
If you have a lot of classic sites, prioritize high profile pages to convert to modern.
@@ -115,7 +111,7 @@ At the content level, you can also control what is discoverable. Any configurati
Managing topics involves three key roles, including two new Azure Active Directory (AAD) roles: Knowledge administrator and Knowledge -- The Knowledge administrator (KA) is a technical role, typically in IT. This role allows the setup of the topic experiences in the M365 admin center, as well as the configuration of topic discovery and visibility.
+- The Knowledge administrator (KA) is a technical role, typically in IT. This role allows the setup of the Viva Topics in the M365 admin center, as well as the configuration of topic discovery and visibility.
- The Knowledge manager (KM) works with the topics themselves and oversees their quality and completeness. - Topic contributors (TCs) are not based on an AAD role, but permissions in the admin center. They are subject-matter experts able to curate the content on topics, adding resources and people.
@@ -125,14 +121,14 @@ Depending on your organization you may have few or many people acting in these r
|:-|:-|:-|:-| | AAD role | AAD role | SME | | Has access to the admin center | Has access to the admin center | No access to the admin center |
-| Sets up Topic experiences | Owns management and quality of topics | Contributes to topics based on their expertise. |
+| Sets up Viva Topics | Owns management and quality of topics | Contributes to topics based on their expertise. |
| Ensures that security and compliance standards are enforced and understands licensing agreement.| Performs topic management tasks such as create, edit, delete, and reject topics. Supports Topic contributors with their tasks. | Curates the information and content on topic pages, including which people and resources are pinned to that topic. | Highlights and cards will appear to users in the context of their work, for example as they browse modern pages in SharePoint. You control the end user experience for topics. - Who can see Topics? Topic visibility is configured in the Microsoft 365 Admin Center. Choose which groups to allow to see topics: - Everyone in my organization. "Everyone" does not include guests, it is all internal users in your directory
- - Only Selected people or security groups (this option is good while you are still rolling out topic experiences, so you can test with a subset of users). If you want guests to view Topics, you will need to use the ΓÇ£selected people or security groupsΓÇ¥ option, and grant them a license.
+ - Only Selected people or security groups (this option is good while you are still rolling out Viva Topics, so you can test with a subset of users). If you want guests to view Topics, you will need to use the ΓÇ£selected people or security groupsΓÇ¥ option, and grant them a license.
- No one. All users, even guest users, will need to have a license applied in order to view the topic experience. And remember that permissions always control what can be seen.
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topic-experiences-knowledge-rules https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topic-experiences-knowledge-rules.md
@@ -1,5 +1,5 @@
Title: "Manage topic visibility in Microsoft 365"
+ Title: "Manage topic visibility in Microsoft Viva Topics"
@@ -9,18 +9,17 @@
search.appverid: MET150 localization_priority: Normal-
-description: "Learn how to administer topic visibility in Microsoft 365."
+description: "Learn how to administer topic visibility in Microsoft Viva Topics."
-# Manage topic visibility in Microsoft 365
+# Manage topic visibility in Microsoft Viva Topics
You can manage the set of users who can see topic highlights, topic cards, and the topic center in the [Microsoft 365 admin center](https://admin.microsoft.com). You must be a global administrator or SharePoint administrator to perform these tasks. ## To access topics management settings: 1. In the Microsoft 365 admin center, click **Settings**, then **Org settings**.
-2. On the **Services** tab, click **Knowledge network**.
+2. On the **Services** tab, click **Topic experiences**.
![Connect people to knowledge](../media/admin-org-knowledge-options-completed.png)
@@ -32,8 +31,8 @@ You can manage the set of users who can see topic highlights, topic cards, and t
You can change the users who can see topics in your organization.
-1. On the **Topic visibility** tab, under **Who can see topics in the knowledge network**, select **Edit**.
-2. On the **Who can see topics in the knowledge network** page, you choose who will have access to topic details, such as highlighted topics, topic cards, topic answers in search, and topic pages. You can select:
+1. On the **Topic visibility** tab, under **Who can see topics**, select **Edit**.
+2. On the **Who can see topics** page, you choose who will have access to topic details, such as highlighted topics, topic cards, topic answers in search, and topic pages. You can select:
- **Everyone in your organization** - **Only selected people or security groups** - **No one**
@@ -47,9 +46,9 @@ You can change the users who can see topics in your organization.
## See also
-[Manage topic discovery in Microsoft 365](topic-experiences-discovery.md)
+[Manage topic discovery in Microsoft Viva Topics](topic-experiences-discovery.md)
-[Manage topic permissions in Microsoft 365](topic-experiences-user-permissions.md)
+[Manage topic permissions in Microsoft Viva Topics](topic-experiences-user-permissions.md)
-[Change the name of the topic center in Microsoft 365](topic-experiences-administration.md)
+[Change the name of the topic center in Microsoft Viva Topics](topic-experiences-administration.md)
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topic-experiences-overview https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topic-experiences-overview.md
@@ -1,8 +1,9 @@
Title: "Topic Experiences overview (Preview)"
+ Title: "Microsoft Viva Topics overview"
+ audience: admin
@@ -12,16 +13,12 @@
- enabler-strategic - m365initiative-topics localization_priority: None-
-description: "Overview of Topic experiences."
+description: "Overview of Viva Topics."
-# Topic Experiences overview (Preview)
+# Microsoft Viva Topics overview
-> [!Note]
-> The content in this article is for Project Cortex Private Preview. [Find out more about Project Cortex](https://aka.ms/projectcortex).
-
-Topic experiences uses Microsoft AI technology, Microsoft 365, Microsoft Graph, Search, and other components and services to build a knowledge network in your Microsoft 365 environment.
+Viva Topics uses Microsoft AI technology, Microsoft 365, Microsoft Graph, Search, and other components and services to bring knowledge to your users in Microsoft 365 apps they use everyday, starting with SharePoint modern pages and Microsoft Search.
</br>
@@ -29,11 +26,9 @@ Topic experiences uses Microsoft AI technology, Microsoft 365, Microsoft Graph,
</br>
-Its goal is to convert information into knowledge and deliver it to your users in apps they use everyday, such as SharePoint modern pages and Microsoft Search.
-
-Topic experiences helps to address a key business issue in many companies - providing the information to users when they need it. For example, new employees need to learn a lot of new information quickly, and encounter terms they know nothing about when reading through company information. To learn more, the user might need to step away from what they are doing and spend valuable time searching for details, such as information about what the term is, who in the organization is a subject matter expert, and maybe sites and documents that are related to the term.
+Viva Topics helps to address a key business issue in many companies - providing the information to users when they need it. For example, new employees need to learn a lot of new information quickly, and encounter terms they know nothing about when reading through company information. To learn more, the user might need to step away from what they are doing and spend valuable time searching for details, such as information about what the term is, who in the organization is a subject matter expert, and maybe sites and documents that are related to the term.
-Topic experiences uses AI to automatically search for and identify **topics** in your organization. It compiles information about them, such as a short description, people working on the topic, and sites, files, and pages that are related to it. A knowledge manager or contributor can choose to update the topic information as needed. The topics are available to your users, which means that for every instance of the topic that appears in a modern SharePoint site in news and pages, the text will be highlighted. Users can choose to select the topic to learn more about it through the topic details. Topics can also be found in SharePoint Search.
+Viva Topics uses AI to automatically search for and identify **topics** in your organization. It compiles information about them, such as a short description, people working on the topic, and sites, files, and pages that are related to it. A knowledge manager or contributor can choose to update the topic information as needed. The topics are available to your users, which means that for every instance of the topic that appears in a modern SharePoint site in news and pages, the text will be highlighted. Users can choose to select the topic to learn more about it through the topic details. Topics can also be found in SharePoint Search.
## How topics are displayed to users
@@ -45,7 +40,7 @@ When a topic is mentioned in content on SharePoint news and pages, you'll see it
## Knowledge indexing
-Topic experiences uses Microsoft AI technology to identify **topics** in your Microsoft 365 environment.
+Viva Topics uses Microsoft AI technology to identify **topics** in your Microsoft 365 environment.
A topic is a phrase or term that is organizationally significant or important. It has a specific meaning to the organization, and has resources related to it that can help people understand what it is and find more information about it. There are lots of different types of topics that will be important to your organization. Initially, the Microsoft AI technology focuses on the following types: - Project
@@ -59,7 +54,7 @@ A topic is a phrase or term that is organizationally significant or important. I
When a topic is identified and AI determines that it has enough information for it to be a suggested topic, a **topic page** displays the information that was gathered through topic indexing, such as: -- Alternate names and/or acronyms.
+- Alternate names and acronyms.
- A short description of the topic. - People who might be knowledgeable about the topic. - Files, pages, and sites that are related to the topic.
@@ -70,25 +65,25 @@ See [Topic discovery and curation](https://docs.microsoft.com/microsoft-365/know
## Roles
-When you use Topic experiences in your Microsoft 365 environment, your users will have the following roles:
+When you use Viva Topics in your Microsoft 365 environment, your users will have the following roles:
-- Topic viewers: Users who will be able to see topic highlights on SharePoint modern sites that they have at least *Read* access to, and in Microsoft Search. They will be able to select topic highlights to see topic details in topic pages. Topic viewers will be able to provide feedback on how useful a topic is to them.
+- Topic viewers: Users who can see topic highlights on SharePoint modern sites that they have at least *Read* access to, and in Microsoft Search. They can select topic highlights to see topic details in topic pages. Topic viewers can provide feedback on how useful a topic is to them.
-- Contributors: Users who have rights to edit existing topics or create new ones. Knowledge admins assign contributor permissions to users through the Topic experiences settings in the Microsoft 365 admin center. Note that you can also choose to give all topic viewers the permission to edit and create topics so that everyone can contribute to topics that they see.
+- Contributors: Users who have rights to edit existing topics or create new ones. Knowledge admins assign contributor permissions to users through the Viva Topics settings in the Microsoft 365 admin center. Note that you can also choose to give all topic viewers the permission to edit and create topics so that everyone can contribute to topics that they see.
-- Knowledge managers: Users who guide topics through the topic lifecycle. Knowledge managers use the **Manage Topics** page in the Topic center to confirm AI-suggested topics, remove topics that are no longer relevant, as well as edit existing topics or create new ones, and are the only users who have access to it. Knowledge admins assign knowledge manager permissions to users through the Topic experiences admin settings in the Microsoft 365 admin center.
+- Knowledge managers: Users who guide topics through the topic lifecycle. Knowledge managers use the **Manage Topics** page in the Topic center to confirm AI-suggested topics, remove topics that are no longer relevant, as well as edit existing topics or create new ones, and are the only users who have access to it. Knowledge admins assign knowledge manager permissions to users through the Viva Topics admin settings in the Microsoft 365 admin center.
-- Knowledge admins: Knowledge admins set up Topic experiences and manage it through the admin controls in the Microsoft 365 admin center. Currently, a Microsoft 365 global or SharePoint administrator can serve as a knowledge admin.
+- Knowledge admins: Knowledge admins set up Viva Topics and manage it through the admin controls in the Microsoft 365 admin center. Currently, a Microsoft 365 global or SharePoint administrator can serve as a knowledge admin.
-See [Topic Experiences roles](topic-experiences-roles.md) for more information.
+See [Viva Topics roles](topic-experiences-roles.md) for more information.
## Topic management Topic management is done in the **Manage topics** page in your organization's **Topic center**. The Topic center is created during setup and serves as your center of knowledge for your organization.
-While all licensed users will be able to see topics they are connected with in the Topic center, only users with *Manage topics* permissions (knowledge managers) will be able to view and use the Manage topics page.
+While all licensed users can see topics they're connected with in the Topic center, only users with *Manage topics* permissions (knowledge managers) can view and use the Manage topics page.
-Knowledge managers will be able to:
+Knowledge managers can:
- Confirm or remove topics that were discovered in your tenant. - Create new topics manually as needed (for example, if not enough information was provided for it to be discovered through AI).
@@ -106,7 +101,7 @@ Admin controls in the Microsoft 365 admin center allow you to manage your knowle
- Exclude specific topics from being found. - Control which users can manage topics in the topic center. - Control which users can create and edit topics.-- Control which user will be able to view topics.
+- Control which user can view topics.
See [assign user permissions](https://docs.microsoft.com/microsoft-365/knowledge/plan-topic-experiences#user-permissions), [manage topic visibility](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-knowledge-rules), and [manage topic discovery](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-discovery) for more information about admin controls.
@@ -114,9 +109,9 @@ See [assign user permissions](https://docs.microsoft.com/microsoft-365/knowledge
AI will continually work to provide you suggestions to improve your topics as changes occur in your environment.
-Users with edit or create topics permissions can make updates to topic pages directly if they want to make corrections or add additional information. They can also add new topics that AI wasn't able to identify. If there is enough information on these manually added topics, and AI is able to identify this type of topic, additional suggestions from AI may enhance these manually added topics
+Users with edit or create topics permissions can make updates to topic pages directly if they want to make corrections or add additional information. They can also add new topics that AI wasn't able to identify. If there's enough information on these manually added topics, and AI is able to identify this type of topic, additional suggestions from AI may enhance these manually added topics
-Users who you allow access to see topics in their daily work might be asked if the topic was useful to them. The system looks at these responses and uses them to improve the topic highlight, and help determine what's shown on topic summaries and in topic details.
+Users that you allow access to see topics in their daily work might be asked if the topic was useful to them. The system looks at these responses and uses them to improve the topic highlight, and help determine what's shown on topic summaries and in topic details.
Additionally, users with proper permissions can tag items such as Yammer conversation that are relevant to a topic, and add them to a specific topic.
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topic-experiences-roles https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topic-experiences-roles.md
@@ -1,8 +1,9 @@
Title: "Topic Experiences roles (Preview)"
+ Title: "Microsoft Viva Topics roles"
+ audience: admin
@@ -12,17 +13,12 @@
- enabler-strategic - m365initiative-topics localization_priority: None-
-description: "Learn about user roles in Topic Experiences."
+description: "Learn about user roles in Viva Topics."
-# Topic Experiences roles (Preview)
+# Microsoft Viva Topics roles
-> [!Note]
-> The content in this article is for Project Cortex Private Preview. [Find out more about Project Cortex](https://aka.ms/projectcortex).
--
-When you use Topic Experiences in your Microsoft 365 environment, your users can have the following roles:
+When you use Viva Topics in your Microsoft 365 environment, your users can have the following roles:
- Topic viewer - Topic contributor - Knowledge manager
@@ -30,11 +26,11 @@ When you use Topic Experiences in your Microsoft 365 environment, your users can
## Topic viewer
-Topic viewers are users in your organization who can view highlighted topics in their SharePoint modern site and in SharePoint Search. They can select highlighted topics to view more details in about them in a topic page.
+Topic viewers are users in your organization who can view topics highlighted in their SharePoint modern site, Microsoft Search through SharePoint and Office.com and the topic center. They can view more details about a topic on the topic page.
For topic highlights and their topic pages to be visible to a topic viewer, the user must:-- [Be assigned a Topic experiences license](https://docs.microsoft.com/microsoft-365/knowledge/set-up-topic-experiences#assign-licenses) by their Microsoft 365 admin.-- Be allowed to have visibility to topics. This is done by the knowledge admin in the Topic experiences settings page in the Microsoft 365 admin center.
+- [Be assigned a Viva Topics license](https://docs.microsoft.com/microsoft-365/knowledge/set-up-topic-experiences#assign-licenses) by their Microsoft 365 admin.
+- Be allowed to have visibility to topics. This task is done by the knowledge admin in the Viva Topics settings page in the Microsoft 365 admin center.
## Topic contributors
@@ -43,45 +39,44 @@ Topic contributors are users in your organization that not only have topic viewe
Users who have topic contributor permissions will see an **Edit** button displayed on Topic pages, which allows them to make updates to and publish a topic.
-A topic contributor can also create and publish a new topic through their Topic Center site.
+A topic contributor can also create and publish a new topic through their topic center.
-To be able to create and edit a topic, the user must:
+To create and edit a topic, the user must:
-- [Be assigned a Topic experiences license](https://docs.microsoft.com/microsoft-365/knowledge/set-up-topic-experiences#assign-licenses) by their Microsoft 365 admin.-- [Be assigned permissions to create and edit topics](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-user-permissions#change-who-has-permissions-to-do-tasks-on-the-topic-center). This is done by the knowledge admin in the Topic Experiences settings page in the Microsoft 365 admin center.
+- [Be assigned a Viva Topics license](https://docs.microsoft.com/microsoft-365/knowledge/set-up-topic-experiences#assign-licenses) by their Microsoft 365 admin.
+- [Be assigned permissions to create and edit topics](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-user-permissions#change-who-has-permissions-to-do-tasks-on-the-topic-center). This task is done by the knowledge admin in the Viva Topics settings page in the Microsoft 365 admin center.
## Knowledge managers
-Knowledge managers are users who manage topics in your organization. Topic management is done through the Manage Topics page in the Topic Center, and it is only visible to Knowledge managers.
-
-In the Manage Topics page, a knowledge managers can do the following tasks:
-- View all AI-suggested topics.-- Review topics to confirm that they are valid.-- Remove topics that you donΓÇÖt want to make visible to your users.
+Knowledge managers are users who manage topics in your organization. Topic management is done through the Manage Topics page in the topic center, and it's only visible to Knowledge managers.
+In the Manage Topics page, knowledge managers can do the following tasks:
+- View AI-suggested topics.
+- Review topics to confirm that they're valid.
+- Remove topics that you donΓÇÖt want visible to your users.
Additionally, a knowledge manager can edit existing topics or create new ones.
-To be able to manage topics, the user must:
-- [Be assigned a Topic experiences license](https://docs.microsoft.com/microsoft-365/knowledge/set-up-topic-experiences#assign-licenses) by their Microsoft 365 admin.-- [Be assigned permissions to manage topics](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-user-permissions#change-who-has-permissions-to-do-tasks-on-the-topic-center)). This is done by the knowledge admin in the Topic Experiences settings page in the Microsoft 365 admin center.
+To manage topics, the user must:
+- [Be assigned a Viva Topics license](https://docs.microsoft.com/microsoft-365/knowledge/set-up-topic-experiences#assign-licenses) by their Microsoft 365 admin.
+- [Be assigned permissions to manage topics](https://docs.microsoft.com/microsoft-365/knowledge/topic-experiences-user-permissions#change-who-has-permissions-to-do-tasks-on-the-topic-center)). This task is done by the knowledge admin in the Viva Topics settings page in the Microsoft 365 admin center.
Users who have a good overall knowledge of your business can be good candidates for the knowledge manager role. Such people might not only have the knowledge to know if topics are valid or not, but might also know people within the company who are related to those topics. ## Knowledge admins
-Knowledge admins are admins who set up and configure Topic Experiences in your Microsoft 365 environment. They also manage the Topic Experiences settings after set up has completed. The knowledge admin role requires you to be a Microsoft 365 global or SharePoint admin since setup and management is done in the Microsoft 365 admin center.
-During setup, knowledge admins can configure Topic experiences to do the following:
+Knowledge admins are admins who set up and configure Viva Topics in your Microsoft 365 environment. They also manage the Viva Topics settings after set up has completed. The knowledge admin role requires you to be a Microsoft 365 global or SharePoint admin since setup and management are done in the Microsoft 365 admin center.
+During setup, knowledge admins can configure Viva Topics to:
- Select which SharePoint sites will be crawled for topics.-- Select which licensed users will be able to view topics (topic viewers).
+- Select which licensed users who can view topics (topic viewers).
- Select which topics will be excluded from being identified.-- Select which licensed users will be able to create and edit topics (topic contributors).-- Select which licensed users will be able to manage topics (knowledge managers).
+- Select which licensed users who can create and edit topics (topic contributors).
+- Select which licensed users who can manage topics (knowledge managers).
- Name the topic center.
-Knowledge managers need to be able to coordinate with all topic experiences stakeholders in their organization to know how to configure it. For example, if a new project has sensitive information, the knowledge manager needs to be informed so that they can make sure that the SharePoint site is not crawled for topics, or specific topic names need to be excluded.
+Knowledge managers need to be able to coordinate with all Viva Topics stakeholders in their organization to know how to configure it. For example, if a new project has sensitive information, the knowledge manager needs to be informed so that they can make sure that the SharePoint site is not crawled for topics, or specific topic names need to be excluded.
## See also
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topic-experiences-security-privacy https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topic-experiences-security-privacy.md
@@ -1,5 +1,5 @@
Title: "Topic experiences security and privacy"
+ Title: "Microsoft Viva Topics security and privacy"
@@ -9,30 +9,29 @@
search.appverid: MET150 localization_priority: Normal-
-description: "Learn how to plan for topic experiences security and privacy in Microsoft 365"
+description: "Learn how to plan for Microsoft Viva Topics security and privacy"
-# Topic experiences security and privacy
+# Microsoft Viva Topics security and privacy
-Topic experiences uses existing content security features in Microsoft 365, along with knowledge network controls, to control what AI-generated content is shown to users in your organization. It is the combination of Microsoft 365 security settings (permissions to sites, files, and folders) and topic experiences admin settings that determine what a given user can see in topics.
+Topics uses existing content security features in Microsoft 365, along with administrative controls, to control what AI-generated content is shown to users in your organization. It is the combination of Microsoft 365 security settings (permissions to sites, files, and folders) and Topics admin settings that determine what a given user can see in topics.
-Setting up the knowledge network does not modify any existing access controls on content in your organization. Users will only see what they already have access to.
+Setting up Topics does not modify any existing access controls on content in your organization. Users will only see what they already have access to.
-This article describes how topic experiences works from a security perspective and the options that knowledge administrators and knowledge managers have to control topic visibility. Read this article as part of your [planning for topic experiences](plan-topic-experiences.md).
+This article describes how Topics works from a security perspective and the options that knowledge administrators and knowledge managers have to control topic visibility. Read this article as part of your [planning for Topics](plan-topic-experiences.md).
-You should be familiar with [Topic experiences](topic-experiences-overview.md), the [topic center](topic-center-overview.md), and how to [work with topics in the topic center](manage-topics.md) before you read this article.
+You should be familiar with [what Topics is](topic-experiences-overview.md), the [topic center](topic-center-overview.md), and how to [work with topics in the topic center](manage-topics.md) before you read this article.
## What users can see in topics To see topics, a user must: -- Have a Topic Experiences license
+- Have a Viva Topics license
- Be a [topic viewer](topic-experiences-knowledge-rules.md#change-who-can-see-topics-in-your-organization), [contributor, or knowledge manager](topic-experiences-user-permissions.md) These two things give users view access to the topic center and allow them to see highlights and topic cards.
-Topic contributors additionally have [create and edit](topic-experiences-user-permissions.md#change-who-has permissions-to-update-topic-details) permissions for topics, and knowledge managers can confirm or remove topics.
+Topic contributors additionally have [create and edit](topic-experiences-user-permissions.md) permissions for topics, and knowledge managers can confirm or remove topics.
When a topic is first discovered, knowledge managers can see it in the topic center. Depending on the completeness and relevance of the topic, topic viewers may or may not see the topic presented in topic cards.
@@ -56,7 +55,7 @@ The following table describes what users - topic viewers, contributors, and know
## Best practices
-Topic experiences presents information to users based on their existing permissions to content. Microsoft 365 provides a variety of ways to ensure that sensitive content is restricted to appropriate users. Beyond standard team or site permissions, you can use [sensitivity labels](https://docs.microsoft.com/microsoft-365/compliance/sensitivity-labels) or [data loss prevention](https://docs.microsoft.com/microsoft-365/compliance/data-loss-prevention-policies) to restrict access to content and [access reviews](https://docs.microsoft.com/azure/active-directory/governance/access-reviews-overview) to periodically review user access to sensitive information.
+Topics presents information to users based on their existing permissions to content. Microsoft 365 provides a variety of ways to ensure that sensitive content is restricted to appropriate users. Beyond standard team or site permissions, you can use [sensitivity labels](https://docs.microsoft.com/microsoft-365/compliance/sensitivity-labels) or [data loss prevention](https://docs.microsoft.com/microsoft-365/compliance/data-loss-prevention-policies) to restrict access to content and [access reviews](https://docs.microsoft.com/azure/active-directory/governance/access-reviews-overview) to periodically review user access to sensitive information.
We recommend that you use these tools to ensure that your content permissions are set appropriately inside your organization. Topic experiences can then provide useful and appropriate information to your users.
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topic-experiences-security-trimming https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topic-experiences-security-trimming.md
@@ -1,8 +1,9 @@
Title: "Topic Experiences security trimming (Preview)"
+ Title: "Microsoft Viva Topics security trimming"
+ audience: admin
@@ -10,32 +11,28 @@ ms.prod: microsoft-365-enterprise
search.appverid: localization_priority: None- description: "Overview of how security is used to view topics."
-# Topic Experiences security trimming (Preview)
+# Microsoft Viva Topics security trimming
-> [!Note]
-> The content in this article is for Project Cortex Private Preview. [Find out more about Project Cortex](https://aka.ms/projectcortex).
-
-Topic experiences users will not be able to view information in topics that their existing Office 365 permissions prevents them from seeing. Everything a user sees on a topic page (for example, SharePoint sites, documents, files) will be information they are already allowed to see. Topic experiences does not make changes to any existing permissions.
+Viva Topics users can't view information in topics that their existing Office 365 permissions prevent them from seeing. Everything a user sees on a topic page (for example, SharePoint sites, documents, files) will be information they are already allowed to see. Viva Topics does not make changes to any existing permissions.
## Why two users may have different views of the same topic When a topic is created through AI or manual curation, it can contain a description of the topic, alternative names, people associated with the topic, as well as sites, pages, and files related to the topic. When this information is viewed on a topic page, it is possible that two users who are viewing the same topic my not see the same information.
-For example, when User 1 views the Neptune topic page, this is what they might see.
+For example, when User 1 views the Neptune topic page, they might see this view of the topic page.
![Neptune topic for user 1](../media/knowledge-management/user2-topic-view.png) </br>
-However, when User 2 looks at the same Neptune topic page, her view differs from User 1. User 2 is able to see the *DG-2000 Product Overview* file in the **Pinned files and pages** section of the topic page, which does not appear for User 1.
+However, when User 2 looks at the same Neptune topic page, their view differs from User 1. User 2 is able to see the *DG-2000 Product Overview* file in the **Pinned files and pages** section of the topic page, which does not appear for User 1.
![Neptune topic for user 2](../media/knowledge-management/user1-topic-view.png) </br>
-The difference in what users may see on the same topic is because users may not have the Office 365 permissions to view a related site or file. Topic experiences respects the permissions that are set on items in a topic, and cannot change access to them. In our example, User 1 is not able to view the *DG-2000 Product Overview* file in their topic page for Neptune because User 1 does not have Office 365 permissions to view the file.
+The difference in what users may see on the same topic is because users may not have the Office 365 permissions to view a related site or file. Viva Topics respects the permissions that are set on items in a topic, and cannot change access to them. In our example, User 1 is not able to view the *DG-2000 Product Overview* file in their topic page for Neptune because User 1 does not have Office 365 permissions to view the file.
-If a user is not able to see enough information in a topic for it to be useful, the topic will not be available to the user. In this instance, the user will not see the highlighted topic. However, a different user who has permissions to more information in the topic for it to be useful, will be able to see the topic.
+If a user is not able to see enough information in a topic for it to be useful, the topic will not be available to the user. When this happens, the user will not see the highlighted topic. A different user who has permissions to more information in the topic for it to be useful, will be able to see the topic.
## Topic permissions for knowledge managers and topic contributors
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topic-experiences-user-permissions https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topic-experiences-user-permissions.md
@@ -1,5 +1,5 @@
Title: "Manage topic permissions in Microsoft 365"
+ Title: "Manage topic permissions in Microsoft Viva Topics"
@@ -9,11 +9,10 @@
search.appverid: MET150 localization_priority: Normal-
-description: "Learn how to administer topic permissions in Microsoft 365."
+description: "Learn how to administer topic permissions in Microsoft Viva Topics."
-# Manage topic permissions in Microsoft 365
+# Manage topic permissions in Microsoft Viva Topics
You can manage topic permissions settings in the [Microsoft 365 admin center](https://admin.microsoft.com). You must be a global administrator or SharePoint administrator to perform these tasks.
@@ -25,7 +24,7 @@ With topic permissions settings you can choose:
## To access topics management settings: 1. In the Microsoft 365 admin center, click **Settings**, then **Org settings**.
-2. On the **Services** tab, click **Knowledge network**.
+2. On the **Services** tab, click **Topic experiences**.
![Connect people to knowledge](../media/admin-org-knowledge-options-completed.png)
@@ -60,8 +59,8 @@ To update who has permissions to manage topics:
## See also
-[Manage topic discovery in Microsoft 365](topic-experiences-discovery.md)
+[Manage topic discovery in Microsoft Viva Topics](topic-experiences-discovery.md)
-[Manage topic visibility in Microsoft 365](topic-experiences-knowledge-rules.md)
+[Manage topic visibility in Microsoft Viva Topics](topic-experiences-knowledge-rules.md)
-[Change the name of the topic center in Microsoft 365](topic-experiences-administration.md)
+[Change the name of the topic center in Microsoft Viva Topics](topic-experiences-administration.md)
knowledge https://docs.microsoft.com/en-us/microsoft-365/knowledge/topics-adoption-getstarted https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/knowledge/topics-adoption-getstarted.md
@@ -1,6 +1,6 @@
Title: "Get started driving adoption of Topic Experiences (Preview)"
-description: "Learn how to drive adoption of Topic Experiences in your organization."
+ Title: "Get started driving adoption of Microsoft Viva Topics"
+description: "Learn how to drive adoption of Microsoft Viva Topics in your organization."
@@ -14,18 +14,15 @@ localization_priority: Normal
-# Get started driving adoption of Topic Experiences (Preview)
+# Get started driving adoption of Microsoft Viva Topics
-> [!Note]
-> The content in this article is for Project Cortex Private Preview. [Find out more about Project Cortex](https://aka.ms/projectcortex).
+Before you get started with adoption, you need to understand the concepts involved in knowledge management and Viva Topics. The following diagram shows what happens during topic discovery and curation:
-Before you get started with adoption, you need to understand the concepts involved in knowledge management and topic experiences. The following diagram shows what happens during topic discovery and curation:
-
-![Topic experiences architecture](../media/knowledge-management/topic-management-architecture.png)
+![Viva Topics architecture](../media/knowledge-management/topic-management-architecture.png)
- **Discovery**: Users can discover knowledge in the apps they use every day through topic cards - they can also discover topics in Microsoft Search. - **Curation**: Subject matter experts (SMEs) refine topics through topic pages, and AI learns from their input. The Topic center contains topic pages that users can explore and experts can manage.-- **Identification**: With Microsoft Graph and Artificial Intelligence (AI) knowledge and people (topics, skills, an so on) are identified and automatically organized into related topics. SharePoint content is indexed with security content.
+- **Identification**: With Microsoft Graph and Artificial Intelligence (AI) knowledge and people (topics, skills, and so on) are identified and automatically organized into related topics. SharePoint content is indexed with security content.
- **Extension**: With Microsoft Graph content connectors (coming soon), you can ingest knowledge from external services and data repositories. For more information, you can review the [overview](topic-experiences-overview.md) for an introduction.
@@ -34,7 +31,7 @@ Keep in mind that:
- Topic discovery is improved when more content is available. - The security, privacy, and location of your data is preserved even though the information is presented in a new experience.-- Users need a license to view topic experiences.
+- Users need a license to view Viva Topics.
- Discovery is initially on English language content. To help prepare, think through these questions:
@@ -44,7 +41,7 @@ To help prepare, think through these questions:
- Who will see topic cards and highlights? - Which topics are expected?
-Review this list of prerequisites for getting the most out of topic experiences:
+Review this list of prerequisites for getting the most out of Viva Topics:
|Product or feature |Description | |:-|:--|
@@ -53,7 +50,7 @@ Review this list of prerequisites for getting the most out of topic experiences:
## Plan for adoption
-To plan for adoption of Topic Experiences, you need to:
+To plan for adoption of Viva Topics, you need to:
![Steps to plan for adoption](../media/knowledge-management/km-adoption-plan-adoption.png)
@@ -65,9 +62,9 @@ To plan for adoption of Topic Experiences, you need to:
2. Engage your organization: - Identify the business groups and business teams that need to be involved and gain alignment across those and the scenarios that you're planning. - Start thinking about how to engage some early adopters to get critical, early feedback so you can iterate to get to the best solution.
- - Start building the community and think about how Topic Experiences can be used across your organization by these different groups.
+ - Start building the community and think about how Viva Topics can be used across your organization by these different groups.
-3. Train your organization: Most people will intuitively understand the concept of topics and how topic cards compile relevant information, and understand and see the value. But you might want to create training that is tailored to your own culture and organization, to show how you want Topic Experiences to be used in your org. Some training resources:
+3. Train your organization: Most people will intuitively understand the concept of topics and how topic cards compile relevant information, and understand and see the value. But you might want to create training that is tailored to your own culture and organization, to show how you want Viva Topics to be used. Some training resources:
- [Project Cortex Resource Center](https://aka.ms/projectcortex). Includes overviews and feature information, recorded office hour videos and presentations, and information about partners and their offerings. - Coming soon, training videos and help for end users.
@@ -76,23 +73,23 @@ To plan for adoption of Topic Experiences, you need to:
### Target scenarios
-The why helps determine what model will be needed, and how to structure your org based on where the model will be applied. Here are a few scenarios where knowledge management can help your organization:
+You need to determine how you want to use Viva Topics in your organization before you can have success with topics. Here are a few scenarios where knowledge management and topics can help your organization:
-- Role onboarding & training: Understanding a new organization's terminology, key projects, and culture are important steps in onboarding. Easy discovery of topics can help new employees get up to speed on new job, roles, or projects quickly.
+- Role onboarding & training: Understanding a new organization's terminology, key projects, and culture are important steps in onboarding. Easy discovery of topics can help new employees ramp up on new job, roles, or projects quickly.
- Expertise finding and information sharing: When topics are managed and shared, people in your organizations can more easily find information and experts to help them in their day to day work. - Expanded decision making and improved time to market: When information and experts are easy to reach, you can make decisions more easily and shave time off projects. For example, here's a scenario for role onboarding: -- An employee (Jordan) is taking on a new role, or has been newly hired and is just starting with a role. Jordan wants to get involved and productive as quickly as possible. But Jordan also need help finding a starting place.
+- An employee (Jordan) is taking on a new role, or has been newly hired and is just starting with a role. Jordan wants to get involved and productive as quickly as possible. But Jordan also needs help with finding a starting place.
- A colleague (Kim) who was in the role before Jordan created topic pages that can help out new employees and anyone else looking for that information. - Kim was an SME and had permissions to look at unconfirmed topic pages. Unconfirmed topic pages are great starting points for what the AI has discovered and created, and Kim was able to edit them to add expert resources, definitions, and pin other resources.-- As Jordan reads through a new post on SharePoint, Jordan sees a topic highlight, and hovers over it to quickly get a definition of the term and who to contact with more questions. Before, Jordan might have had to hunt around for this information and contact colleagues to see who to ask about something.-- Exposing this information through Topic Experiences can be powerful, because although this information may have been available before, it might have been siloed and hard to find. Bringing it into the applications that Jordan is using and helping Jordan find these experts can also drive a sense of engagement and community. It can also help Jordan feel more empowered when dealing with the new role.
+- As Jordan reads through a new post on SharePoint, they see a topic highlight, and hover over it to quickly get a definition of the term and who to contact with more questions. Before, Jordan might have had to hunt around for this information and contact colleagues to see who to ask about something.
+- Exposing this information through topics can be powerful, because although this information may have been available before, it might have been siloed and hard to find. Bringing it into the applications that Jordan is using and helping them find these experts can also drive a sense of engagement and community. It can also help them feel more empowered when dealing with the new role.
After you identify your scenarios, you can prioritize the scenarios:
-One way to prioritize it is to plot your scenarios out in a grid showing impact vs. ease of implementation. Look for scenarios that have both high impact and are easy to implement. Make those your top priority. Low impact and hard to implement scenarios are your lowest priority. When you have a quick win with a high impact, easy to implement scenario, it helps people get excited and see the possibilities of using topics.
+One way to prioritize them is to plot out your scenarios in a grid showing impact vs. ease of implementation. Look for scenarios that have both high impact and are easy to implement and make those ones your top priority. Low impact and hard-to-implement scenarios are your lowest priority. When you have a quick win with a high impact, easy-to-implement scenario, it helps people get excited and see the possibilities of using topics.
![High impact, easy to implement scenarios are high priority](../media/knowledge-management/topics-prioritize-scenarios.png)
@@ -106,7 +103,7 @@ Identify the stakeholders for your project. The key roles are the Executive spon
|:-|:-|:--| | Executive sponsor(s) | Communicate high-level vision and values to the company | Executive leadership | | Project lead(s) | Oversee the entire launch execution and rollout process | Project management |
-| Knowledge administrators| Set up and configure Topic experiences | IT department |
+| Knowledge administrators| Set up and configure Viva Topics | IT department |
| Knowledge managers | Manage topics and oversee the taxonomy | Any department | | Taxonomy managers | Oversee the taxonomy | Any department | | Subject-matter experts and topic contributors | Generate or review topics and descriptions | Any department |
@@ -115,47 +112,47 @@ Identify the stakeholders for your project. The key roles are the Executive spon
| Power Platform administrator| Configure common data services environment | IT department | | Search administrator or manager | Configure search settings | IT department |
-In a larger organization, you might also have multiple people in these roles, and you'll need to drive coordination amongst them. In a smaller company, a single person might perform several of these roles. Different roles might be more involved in different phases of the project. For example, some people are more involved in setting up the features (Tenant administrators), while others don't get involved until you start defining topics ore are more involved in sustainment (Subject-matter experts and Champions).
+In a larger organization, you might also have multiple people in these roles, and you'll need to drive coordination amongst them. In a smaller company, a single person might perform several of these roles. Different roles might be more involved in different phases of the project. For example, Tenant administrators are more involved in setting up the features, while Subject-matter experts and Champions don't get involved until you start defining topics.
Though we recommend having each of these roles fulfilled throughout your rollout, you may find that you don't require them all to get started with your identified solution. ### Create a success plan
-Use these indicators to measure the success of Topic Experiences in your organization. Look at:
+Use these indicators to measure the success of Viva Topics in your organization. Look at:
1. Topic usage: - Topic impressions - Quantity of topics ΓÇô both confirmed and unconfirmed in your curated topic list. - Number of published topic pages.
-1. End user feedback from topic cards.
-1. Do employee satisfaction surveys. Topics should improve employees' ability to find information, so find ways to gather their input and feedback on that.
+1. End-user feedback from topic cards.
+1. Do employee satisfaction surveys. Viva Topics should improve employees' ability to find information, so find ways to gather their input and feedback on that experience.
1. Positive impact to search analytics. Because topics appear in the search experience, over time you might see lowered rates of abandoned searches because people are more easily able to find the topics in search. ### Build a champion network Build a champion network in your organization. Champions are important because they can: -- Create a circle of influence amongst their teams
+- Create a circle of influence within their teams
- Drive topic management & maintenance You can recruit champions from different roles ΓÇô Knowledge Managers and subject-matter experts.
-Lots of champion networks leverage Yammer as their platform. In Yammer, people can post questions and get answers, and share success stories. It's hard to get the word out alone, so you can rely on the network of people throughout your company to offer advice to their peers and show how their team is using Topic Experiences so other teams can think about their own scenarios.
+Lots of champion networks use Yammer as their platform. In Yammer, people can post questions and get answers, and share success stories. It's hard to get the word out alone, so you can rely on the network of people throughout your company to offer advice to their peers and show how their team is using Viva Topics so other teams can think about their own scenarios.
Some organizations are using hackathons (formal or informal, virtual or in person) to gather groups of people to work on a specific project. For example, you could gather your subject-matter experts and have them work together to curate a set of topic pages.
-Think about how you can recognize your champions. Reward their activities, give them some recognition, and generate a visible community feeling and engagement so that they feel like they're contributing to something and they're also getting something back from it.
+Think about how you can recognize your champions. Reward their activities, give them some recognition, and generate a visible community feeling and engagement so that they feel like they're contributing to something and they're also getting something back from their investments.
Now that you're ready to roll out, you want to make sure that you're encouraging ongoing engagement. - Maintain active Yammer groups for your champions. - Share success stories.-- Periodically host additional engagement events to share stories or introduce new features.
+- Periodically host engagement events to share stories or introduce new features.
- Set challenges for people and run competitions. ## Next steps
-When you're ready to roll out Topic Experiences, you'll need to get people involved.
+When you're ready to roll out Viva Topics, you'll need to get people involved.
- Start introducing the feature set and getting them to think about their scenarios. - Gather the stakeholders and create scenarios.
managed-desktop https://docs.microsoft.com/en-us/microsoft-365/managed-desktop/get-ready/readiness-assessment-fix https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/managed-desktop/get-ready/readiness-assessment-fix.md
@@ -194,11 +194,11 @@ Security baseline policies should not target any Microsoft Managed Desktop devic
**Not ready**
-You have a security baseline profile that targets all users, all devices or both. Change the policy to use an Assignment that targets a specific Azure AD group that doesn't include any Microsoft Managed Desktop devices. For steps, see [Use security baselines to configure Windows 10 devices in Intune](https://docs.microsoft.com/mem/intune/protect/security-baselines).
+You have a security baseline profile that targets all users, all devices, or both. Change the policy to use an assignment that targets a specific Azure AD group that doesn't include any Microsoft Managed Desktop devices. For steps, see [Use security baselines to configure Windows 10 devices in Intune](https://docs.microsoft.com/mem/intune/protect/security-baselines). During enrollment, we apply a new security baseline to all Microsoft Managed Desktop devices. After enrollment, you can review the Microsoft Managed Desktop security baseline policy in the **Configuration policy** area of Microsoft Endpoint Manager.
**Advisory**
-Make sure that any security baseline policies you have exclude Microsoft Managed Desktop devices. For steps, see [Use security baselines to configure Windows 10 devices in Intune](https://docs.microsoft.com/mem/intune/protect/security-baselines). The **Modern Workplace Devices -All** Azure AD group is a dynamic group that we create when you enroll in Microsoft Managed Desktop, so you'll have to come back to exclude this group after enrollment.
+Make sure that any security baseline policies you have exclude Microsoft Managed Desktop devices. For steps, see [Use security baselines to configure Windows 10 devices in Intune](https://docs.microsoft.com/mem/intune/protect/security-baselines). During enrollment, we apply a new security baseline to all Microsoft Managed Desktop devices. The **Modern Workplace Devices -All** Azure AD group is a dynamic group that we create when you enroll in Microsoft Managed Desktop, so you'll have to come back to exclude this group after enrollment.
### Windows apps
managed-desktop https://docs.microsoft.com/en-us/microsoft-365/managed-desktop/get-started/access-admin-portal https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/managed-desktop/get-started/access-admin-portal.md
@@ -54,9 +54,9 @@ If you need help with assigning Azure Active Directory roles, see [Administrator
> [!NOTE] > Security features include security-related communications, management of security contacts, management of security-related support requests, and access to security related reports.
-### Assigning built-in roles to administrators
+### Assigning built-in roles to user
-To manage built-in roles, there is a security group for each custom role with the name "Modern Workplace Roles - _Role Name_"(for example, ΓÇ£Modern Workplace Roles ΓÇô Security ManagerΓÇ¥). To assign users to one of these security groups, follow these steps:
+For easy management of built-in roles, there is a security group for each custom role with the name "Modern Workplace Roles - _Role Name_"(for example, ΓÇ£Modern Workplace Roles ΓÇô Security ManagerΓÇ¥). To assign users to one of these security groups, follow these steps:
1. Go the Microsoft Endpoint Manager portal. 2. Select **Groups** on the left side. 3. Search for **Modern Workplace Roles**, and then select the group associated with the role you want to assign.
@@ -66,3 +66,16 @@ To manage built-in roles, there is a security group for each custom role with th
> [!NOTE] > Nesting security groups for role assignment is not currently supported. +
+### Assigning built-in roles to groups
+
+If you need to assign one or more of the built-in roles to a existing group, follow these steps:
+1. Go to [portal.azure.com](https://portal.azure.com/).
+2. Search for and open **Enterprise applications**.
+3. Change the **Application type** filter to _Microsoft Applications_ and, then select **Apply**.
+4. Search for and select _Modern Workplace Customer APIs_.
+5. Select **Users and groups** from the pane on the left side, and then select **+ Add user/group**.
+6. Search for the group you want from **Users and groups**.
+7. Search for the applicable role from **Select a role**, and then select it.
+8. Select **Assign**.
+
managed-desktop https://docs.microsoft.com/en-us/microsoft-365/managed-desktop/service-description/device-requirements https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/managed-desktop/service-description/device-requirements.md
@@ -16,7 +16,7 @@
Microsoft Managed Desktop regularly evaluates device requirements to be included in the service. This article describes the hardware and software requirements a device must meet in order to work with Microsoft Managed Desktop. You can review a list of specific [devices already approved](device-list.md) for use with the service based on these requirements. > [!NOTE]
-> These requirements can change at any time, but we will provide 90 days notice of any such changes. The requirements most recently changed are marked with **\***.
+> These requirements can change at any time, but we will provide 30 days notice of any hardware requirement changes. The requirements most recently changed are marked with **\***.
## Check hardware requirements
@@ -41,7 +41,7 @@ The device must have been made by one of these manufacturers:
The device must have this software preinstalled: - Windows 10 Enterprise, Pro, or Pro Workstation edition-- {the 64-bit version of Office click-to-run {I will double-check name w/ Office colleagues]}
+- the 64-bit version of Microsoft Office click-to-run
- All applicable device drivers
@@ -74,4 +74,4 @@ Though they are not absolute requirements, your users will have a much better ex
- Boot drive of the SSD type with a capacity of at least 256 GB - Support for Modern Standby - Device is of Secured-core PC type-- Supports Kernel DMA Protection
+- Supports Kernel DMA Protection
security https://docs.microsoft.com/en-us/microsoft-365/security/office-365-security/about-defender-for-office-365-trial https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/security/office-365-security/about-defender-for-office-365-trial.md
@@ -36,7 +36,7 @@ A Microsoft Defender for Office 365 trial is the easiest way to try the capabili
## Terms and conditions
-The Defender for Office 365 trial is available for 90 days and can initiated for all of your users. For more information, see <link to TOU>.
+The Defender for Office 365 trial is available for 90 days and can initiated for all of your users. For more information, see [Terms of use for the Microsoft Defender for Office 365 trial](terms-of-use-defender-for-office-365-trial.md).
## Set up a Defender for Office 365 trial
security https://docs.microsoft.com/en-us/microsoft-365/security/office-365-security/terms-of-use-defender-for-office-365-trial https://github.com/MicrosoftDocs/microsoft-365-docs/commits/public/microsoft-365/security/office-365-security/terms-of-use-defender-for-office-365-trial.md
@@ -0,0 +1,23 @@
+
+ Title: "Terms of use for the Microsoft Defender for Office 365 trial"
+f1.keywords:
+++
+audience: Admin
++
+localization_priority: Normal
+search.appverid:
+- MET150
+ms.assetid:
+
+- M365-security-compliance
+- m365initiative-defender-office365
+
+- seo-marvel-apr2020
+
+description: "Admins can learn about the terms of use for the Microsoft Defender for Office 365 trial"
++
+# Terms of use for the Microsoft Defender for Office 365 trial