| Service | Microsoft Docs article | Related commit history on GitHub | Change details |
|---|---|---|---|
| SharePoint | Prepare IE11 | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/Prepare-IE11.md | Last updated 03/31/2021 Title: "Prepare your SharePoint environment for the retirement of Internet Explorer 11" --++ recommendations: true audience: Admin |
| SharePoint | Set Up Global Intranet | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/Set-up-global-intranet.md | Last updated 11/10/2020 Title: "Planning considerations for a global intranet" --++ recommendations: true audience: Admin |
| SharePoint | Add And Edit User Profile Properties | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/add-and-edit-user-profile-properties.md | Last updated 07/11/2018 Title: "Add and edit user profile properties in SharePoint" --++ recommendations: true audience: Admin |
| SharePoint | Add Columns Content Type | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/add-columns-content-type.md | Last updated 06/18/2020 Title: "Add columns to a content type" --++ recommendations: true audience: Admin |
| SharePoint | Add Sample Site | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/add-sample-site.md | Last updated 11/15/2019 Title: Add a sample site to your tenant + Title: Add a sample site to your organization --++ recommendations: true audience: Admin-description: "Learn how to add a sample site to your tenant." +description: "Learn how to add a sample site to your organization." -# Add a sample site to your tenant +# Add a sample site to your organization -Discover the modern experiences you can build with Microsoft SharePoint. Use the SharePoint look book and integrated provisioning service to find inspiring samples of communication sites and team sites that look great on the web and on mobile devices. Then, add one or more sample sites to your tenant. You can customize the sample to use for your own site or use the site for learning or showing to your colleagues. You can do this all with the SharePoint look book and the integrated SharePoint provisioning service.</br> +Discover the modern experiences you can build with Microsoft SharePoint. Use the SharePoint look book and integrated provisioning service to find inspiring samples of communication sites and team sites that look great on the web and on mobile devices. Then, add one or more sample sites to your organization. You can customize the sample to use for your own site or use the site for learning or showing to your colleagues. You can add a sample site with the SharePoint look book and the integrated SharePoint provisioning service.</br> </br> > [!VIDEO https://www.microsoft.com/videoplayer/embed/RE4wDLk] -What's included in a sample? You'll get: +What's included in a sample? You get: - A modern communication or team site, depending on the sample you choose - A site home page with sample branding, web parts, content, and images Browse the samples in the online [SharePoint look book](https://lookbook.microso  -Select a sample to learn more about it. YouΓÇÖll see the site features, web parts used, and content included. To show you how to use these features, links are provided to a help topic for each feature and its web part(s) in the list. +Select a sample to learn more about it. You see the site features, web parts used, and content included. To show you how to use these features, links are provided to a help article for each feature and its web parts in the list. -After you've decided on the sample you want to use in your tenant, near the bottom of the page, select **Add to your tenant**. To use this service, you'll need to be signed in as a Global Administrator or SharePoint Administrator in Microsoft 365. +After you decide on the sample you want to use in your organization, near the bottom of the page, select **Add to your tenant**. To use this service, you need to be signed in as a Global Administrator or SharePoint Administrator in Microsoft 365.  Next, enter your email address (for a notification of when your site is ready to ### Start provisioning -Select **Provision**, and in a short time your site will be ready for you to use. How will you know? YouΓÇÖll get an email (sent to the email address you provided on the form above) like this: +Select **Provision**, and in a short time your site will be ready for you to use. How will you know? You get an email (sent to the email address you provided on the form above) like this:  ### Open and explore your site -Select **Open site**, and youΓÇÖll see your sample site and content in your tenant! +Select **Open site**, and you see your sample site and content in your organization!  |
| SharePoint | Add Sss Cdn | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/add-sss-cdn.md | Last updated 08/26/2020 Title: Add SharePoint Success Site content to your M365 Learning Pathways solution--++ recommendations: true audience: Admin |
| SharePoint | Allow Or Prevent Custom Script | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/allow-or-prevent-custom-script.md | Title: Allow or prevent custom script --++ recommendations: true Last updated 08/09/2023 |
| SharePoint | Api Access | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/api-access.md | Last updated 06/30/2020 Title: "Manage access to Microsoft Entra ID-secured APIs - SharePoint" --++ recommendations: true audience: Admin |
| SharePoint | App Enforced Restrictions | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/app-enforced-restrictions.md | Last updated 10/07/2020 Title: "Use app-enforced restrictions" --++ recommendations: true audience: Admin |
| SharePoint | Assign Roles And Permissions To Manage Term Sets | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/assign-roles-and-permissions-to-manage-term-sets.md | Last updated 07/11/2018 Title: "Assign roles and permissions to manage term sets" --++ recommendations: true audience: End User |
| SharePoint | Audience Profile | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/audience-profile.md | Last updated 07/26/2021 Title: "Define and scope audience" --++ recommendations: true audience: Admin search.appverid: MET150 - m365solution-corpcomms - highpri-description: "Learn how to determine your audience profile" +description: "Learn how to determine your audience profile." # Step 3: Scope audience size and determine audience preferences-Learn about the needs and preferences of your audience before you get started planning your communication strategy. Consider who needs the information you'll be communicating and the best way to reach them. Scope the size of your audience and then determine the right channels for communications. ++Learn about the needs and preferences of your audience before you get started planning your communication strategy. Consider who needs the information you are communicating and the best way to reach them. Scope the size of your audience and then determine the right channels for communications. <br> -### Best practices when scoping audience: +### Best practices when scoping audience - **Estimate the size of your audience** <br> Know the general size of your target audience so that you can choose the right tools and methods to reach them. For example, some live event options have a maximum capacity of 25,000 people.-- **Understand where your audience usually gets information** <br> It's best to meet users in apps they're already using to get work done. For example, if your audience is frontline workers who generally use Microsoft Teams, you'll want to make sure your communication will be shared and can be viewed in Teams. -- **Learn more about how your target audience typically communicates** <br> Some audiences won't be able to attend a live event or watch an event recording so alternative communication methods will be needed. For example, if your audience is remote workers who primarily get news in SharePoint, you may decide to only post news in SharePoint and then promote news in Viva Engage and Teams for the rest of the organization. -- **Target specific audiences using Microsoft 365 groups** <br> Organize your audience into Microsoft 365 Groups. Users are likely to be in more than one group. This will make it much easier to send email messages and use tools like audience targeting in SharePoint. --+- **Understand where your audience usually gets information** <br> It's best to meet users in apps they're already using to get work done. For example, if your audience is frontline workers who generally use Microsoft Teams, you want to make sure your communication will be shared and can be viewed in Teams. +- **Learn more about how your target audience typically communicates** <br> Some audiences aren't able to attend a live event or watch an event recording so alternative communication methods will be needed. For example, if your audience is remote workers who primarily get news in SharePoint, you may decide to only post news in SharePoint and then promote news in Viva Engage and Teams for the rest of the organization. +- **Target specific audiences using Microsoft 365 groups** <br> Organize your audience into Microsoft 365 Groups. Users are likely to be in more than one group. This makes it much easier to send email messages and use tools like audience targeting in SharePoint. ## Start by understanding your audience's work environment and device preferences-Audience size will help you narrow down potential communication solution(s) in combination with considerations for how, when, and where your audience gets work done. Corporate communications should aim to meet workers where they're and make it easy to engage and participate. Keep in mind that a given individual in your organization may be in more than one group. -<br> +Audience size helps you narrow down potential communication solutions in combination with considerations for how, when, and where your audience gets work done. Corporate communications should aim to meet workers where they're and make it easy to engage and participate. Keep in mind that a given individual in your organization may be in more than one group. +<br> #### Frontline workers-Frontline workers are team members who don't sit at a desk or in front of a desktop computer for most of their work. This audience includes healthcare workers, factory workers, retail personal, sales teams, and support teams. ++Frontline workers are team members who don't sit at a desk or in front of a desktop computer for most of their work. This audience includes healthcare workers, factory workers, retail personal, sales teams, and support teams. + - This audience is likely using their mobile device most of the time to get work done - Communications need to be concise, easy to access, and visually engaging - It's unlikely that this audience will be able to attend an event all at once, therefore you should plan to record and share the event in a news post or email Frontline workers are team members who don't sit at a desk or in front of a desk <br> #### In-office workers-In-office workers typically sit at a desk and use a computer for most their work in a traditional office setting. In-office workers may not work in the office everyday, and may even work in more than one office. -- This audience is likely to use a desktop device most of the time but may take certain meetings on a mobile device-- This is the only audience that could attend an in-person event but schedules will vary +In-office workers typically sit at a desk and use a computer for most their work in a traditional office setting. In-office workers may not work in the office everyday, and may even work in more than one office. ++- This audience is likely to use a desktop device most of the time but may take certain meetings on a mobile device +- This is the only audience that could attend an in-person event but schedules vary #### Remote audiences+ Remote audiences don't work in a centralized office location and may even work from their home. This audience includes full-time employees and vendor and contract workers like gig workers, agencies, consultants, and other roles where most work takes place at a desk or in front of a computer. - This audience uses a combination of devices but primary uses a desktop device Remote audiences don't work in a centralized office location and may even work f <br> #### Hybrid audiences+ Most organizations consist of various audiences, and plan communication for a hybrid audience. Hybrid audiences are a blend of audiences. Common blends are remote workers and in-office workers and in-office workers and frontline workers. Some organizations may have frontline workers, in-office workers, and remote workers. In some scenarios, you may be trying to reach a similar audience, but they work in different time zones or locations, which also make them a hybrid audience. - Hybrid communication needs to be especially inclusive to accommodate other working schedules, access to internet, languages, and time zones Most organizations consist of various audiences, and plan communication for a hy - Create feedback channels that allow people to participate in conversations, share their perspective, and network with others <br> -- ## Then, scope the size of your audience-Understanding the size of your audience will help you narrow down what Microsoft 365 applications will help you reach your goals. Once youΓÇÖve determined your audiences, you can use one - or a combination of methods - to share news, announcements, and more. ++Understanding the size of your audience helps you narrow down what Microsoft 365 applications help you reach your goals. Once youΓÇÖve determined your audiences, you can use one - or a combination of methods - to share news, announcements, and more. <br> -| Audience example | Size | Potential apps and method | +| Audience example | Size | Potential apps and method | | :- | :- |:- | :- |-| Specific teams, roles, regions, departments, and projects | 300 to 20,000 | Send an email <br> Publish SharePoint news <br> Post in a Teams channel <br> Schedule a Teams meeting <br> Post in a Viva Engage community <br> Host a Teams live event <br> Host a Viva Engage live event| +| Specific teams, roles, regions, departments, and projects | 300 to 20,000 | Send an email <br> Publish SharePoint news <br> Post in a Teams channel <br> Schedule a Teams meeting <br> Post in a Viva Engage community <br> Host a Teams live event <br> Host a Viva Engage live event| | Entire departments or regions |5,000 to 20,000 | *All of the above, in addition to:* <br><br> Stream channel or live event in Stream | | **All employees** | Up to 25,000 | *All of the above, in addition to:* <br><br> Use Viva Connections to bring news, events, and tools into one place |-| | 25,000 to 100,000 | Microsoft 365 live events* <br> Publish SharePoint news <br> Send an email <br> *Live events with up to 100,000 attendees can be planned through the [Microsoft 365 live events assistance program](https://resources.techcommunity.microsoft.com/live-events/assistance/) | --+| | 25,000 to 100,000 | Microsoft 365 live events*<br> Publish SharePoint news <br> Send an email <br>*Live events with up to 100,000 attendees can be planned through the [Microsoft 365 live events assistance program](https://resources.techcommunity.microsoft.com/live-events/assistance/) | ### Considerations for large audiences+ Learn more about considerations as you scope your audience size. Small audiences are straight forward and relatively low risk when it comes to data protection and content durability. As your audience size grows, so do the risks and considerations like accessibility, multilingual options, and data security. #### Accessibility-Accessibility is important for all organizations, and especially corporate communications. Ensuring content is accessible benefits everyone. Accessibility includes making sure content in SharePoint can be easily consumed, limiting background noise in Teams meetings, turning on-screen captions for live events, and more. Learn more about accessibility, and apply learnings to meet the needs of your audience(s): ++Accessibility is important for all organizations, and especially corporate communications. Ensuring content is accessible benefits everyone. Accessibility includes making sure content in SharePoint can be easily consumed, limiting background noise in Teams meetings, turning on-screen captions for live events, and more. Learn more about accessibility, and apply learnings to meet the needs of your audiences: <br> - [10 Habits to create accessible content](https://blogs.microsoft.com/accessibility/10-habits-to-create-accessible-content/) Accessibility is important for all organizations, and especially corporate commu - Get ready to [build an accessible SharePoint site](https://support.microsoft.com/office/get-ready-build-an-accessible-sharepoint-site-3a1df3ad-f093-450c-85a6-b3bf70fd6abb) #### Multilingual options-Part of ensuring content is accessible is knowing when content should be available in more than one language. This is especially important for communications that cover more than one region and country. ++Part of ensuring content is accessible is knowing when content should be available in more than one language. This is especially important for communications that cover more than one region and country. <br> -- Learn more about how to [create SharePoint communication sites, pages, and news posts in more than one language](https://support.microsoft.com/office/create-multilingual-communication-sites-pages-and-news-2bb7d610-5453-41c6-a0e8-6f40b3ed750c) +- Learn more about how to [create SharePoint communication sites, pages, and news posts in more than one language](https://support.microsoft.com/office/create-multilingual-communication-sites-pages-and-news-2bb7d610-5453-41c6-a0e8-6f40b3ed750c) - [Create Microsoft form in more than one language](https://support.microsoft.com/office/send-a-form-in-multiple-languages-e948a2ea-31c8-432f-91bf-67790e226706) - [Use the Translator app to translate conversations](https://translator.microsoft.com) in Microsoft Teams chat and meetings #### Data protection and compliance-Sharing confidential information and documents with large audiences always imposes data risks. Microsoft has many tools that help protect data, prevent data loss, and ensure the right people have the right access to information. Review how to classify SharePoint sites and documents, guest sharing, and how to set up teams and channels in Microsoft for conversations that will include sensitive or confidential data. ++Sharing confidential information and documents with large audiences always imposes data risks. Microsoft has many tools that help protect data, prevent data loss, and ensure the right people have the right access to information. Review how to classify SharePoint sites and documents, guest sharing, and how to set up teams and channels in Microsoft for conversations that include sensitive or confidential data. <br> - [Classify confidential information](/microsoft-365/compliance/sensitivity-labels) using sensitivity labels Sharing confidential information and documents with large audiences always impos - [Set up secure external sharing in SharePoint](what-s-new-in-sharing-in-targeted-release.md) - [Use approval flows](https://support.microsoft.com/office/approval-flow-for-modern-pages-a8b2e689-d4a1-4639-8028-333c0ece30d9) for content updates to high traffic SharePoint pages --- ## Finally, learn to target content, conversations, and events to specific audiences+ Regardless of the app you choose to drive your communications, there are more Microsoft 365 services that can be used to ensure the right content gets to the right audience. ### Organize and create Microsoft 365 Groups+ Planning and organizing Microsoft 365 Groups into different audiences based on role, region, department, and division will be helpful when producing and launching corporate communications. Most applications rely on Microsoft 365 Groups to target content, for example email in Outlook, virtual meetings in Teams, permissions to SharePoint sites, and more. <br> Learn more about how to [manage Microsoft 365 Groups](/admin/create-groups/office-365-groups) and how to [create Microsoft 365 Groups](https://support.microsoft.com/office/learn-about-microsoft-365-groups-b565caa1-5c40-40ef-9915-60fdb2d97fa2). ### Use audience targeting in SharePoint-For communication that takes place in SharePoint, youΓÇÖll have access to a feature called [audience targeting](https://support.microsoft.com/office/target-content-to-a-specific-audience-on-a-sharepoint-site-68113d1b-be99-4d4c-a61c-73b087f48a81). Audience targeting helps the most relevant content get to the right audiences. By enabling audience targeting, specific content will be prioritized to specific audiences using Microsoft 365 Groups through SharePoint web parts, page libraries, and navigational links. ++For communication that takes place in SharePoint, you have access to a feature called [audience targeting](https://support.microsoft.com/office/target-content-to-a-specific-audience-on-a-sharepoint-site-68113d1b-be99-4d4c-a61c-73b087f48a81). Audience targeting helps the most relevant content get to the right audiences. By enabling audience targeting, specific content is prioritized to specific audiences using Microsoft 365 Groups through SharePoint web parts, page libraries, and navigational links. <br>  For communication that takes place in SharePoint, youΓÇÖll have access to a feat - Help audiences discover relevant content by [apply audience targeting to navigational links](https://support.microsoft.com/office/customize-the-navigation-on-your-sharepoint-site-3cd61ae7-a9ed-4e1e-bf6d-4655f0bf25ca) in hub site or site navigation - Surface-specific content in the [Quick links web part](https://support.microsoft.com/office/use-the-quick-links-web-part-e1df7561-209d-4362-96d4-469f85ab2a82) with a relevant audience ---## Up next: +## Up next **Step 4:** [Get started planning for your scenario](choose-communication-method.md)---- |
| SharePoint | Authentication | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/authentication.md | Title: "SharePoint authentication" --++ recommendations: true Last updated 6/21/2018 The Federation Authentication (FedAuth) cookie is for each top-level site in Sha  > [!NOTE]-> For information about SharePoint authentication in hybrid scenarios, see [The building blocks of Microsoft 365 hybrid](/hybrid/the-building-blocks-of-office-365-hybrid). +> For information about SharePoint authentication in hybrid scenarios, see [The building blocks of Microsoft 365 hybrid](/sharepoint/hybrid/the-building-blocks-of-office-365-hybrid). ## Session and persistent cookies |
| SharePoint | B2b Sync | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/b2b-sync.md | Last updated 02/04/2019 Title: "B2B Sync" --++ audience: Admin f1.keywords: |
| SharePoint | Branding Sharepoint Online Sites Modern Experience | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/branding-sharepoint-online-sites-modern-experience.md | Last updated 09/19/2018 Title: Branding your SharePoint site --++ recommendations: true audience: Admin In the modern SharePoint experience, you can easily [change the look](https://su ## Site branding in the classic experience -In the classic SharePoint experience, there is a set of default themes that can require a considerable amount of customization to get them to match your organization's brand. Also, they aren't very responsive, making the experience on different devices inconsistent. Most site branding requires the use of custom master pages or alternate CSS configurations. Master pages provide a great deal of flexibility, but they can be problematic. For example, anytime updates are made to SharePoint, any customizations made to the master page may no longer work or may not work the way you expect them to. SharePoint [ignores these customizations](/sharepoint/dev/transform/modernize-branding) unless you're running in classic experience mode because they're incompatible with the modern user interface. To avoid this, use only the recommended modern approaches to brand your SharePoint sites. +In the classic SharePoint experience, there's a set of default themes that can require a considerable amount of customization to get them to match your organization's brand. Also, they aren't responsive, making the experience on different devices inconsistent. Most site branding requires the use of custom master pages or alternate CSS configurations. Master pages provide a great deal of flexibility, but they can be problematic. For example, anytime updates are made to SharePoint, any customizations made to the master page may no longer work or may not work the way you expect them to. SharePoint [ignores these customizations](/sharepoint/dev/transform/modernize-branding) unless you're running in classic experience mode because they're incompatible with the modern user interface. To avoid this situation, use only the recommended modern approaches to brand your SharePoint sites. ## Modern site branding -SharePoint includes an updated set of default site themes that are responsive and look great on any device. With site themes, you can customize your site's logo and colors to match your brand. Site templates provide specific layouts and other functionality for your site. Additional branding can be achieved using custom themes or site templates without worrying about something breaking when SharePoint is updated. [Custom themes](/sharepoint/dev/declarative-customization/site-theming/sharepoint-site-theming-overview) let you create additional color schemes beyond the defaults. [Custom site templates](/sharepoint/dev/declarative-customization/site-design-overview) let you control the site theme and other customizations like the site navigation, default applications, and other settings. Custom themes or site templates can be applied to a new site when it's created or applied to an existing site or group of sites. +SharePoint includes an updated set of default site themes that are responsive and look great on any device. With site themes, you can customize your site's logo and colors to match your brand. Site templates provide specific layouts and other functionality for your site. More branding can be achieved using custom themes or site templates without worrying about something breaking when SharePoint is updated. [Custom themes](/sharepoint/dev/declarative-customization/site-theming/sharepoint-site-theming-overview) let you create more color schemes beyond the defaults. [Custom site templates](/sharepoint/dev/declarative-customization/site-design-overview) let you control the site theme and other customizations like the site navigation, default applications, and other settings. Custom themes or site templates can be applied to a new site when it's created or applied to an existing site or group of sites. ### Branding hub sites When you brand a [SharePoint hub site](https://support.office.com/article/fe26ae ## Classic experience vs. modern experience -Below is a summary of the differences between branding a site in the classic experience vs. branding in the modern SharePoint experience. +The following is a summary of the differences between branding a site in the classic experience vs. branding in the modern SharePoint experience. | Classic experience | Modern experience | |:--|:--| Some things to consider before branding your classic experience sites in SharePo - Do you need a consistent brand across all sites or will different divisions, departments, or groups in your organization have their own? -- You should compile a list of all current sites, what site templates they use, any customizations that have been made to the master pages or CSS, and decide which of these customizations you need to keep. You can run the [SharePoint "Modern" user interface experience scanner](https://github.com/SharePoint/PnP-Tools/tree/master/Solutions/SharePoint.UIExperience.Scanner) which will do a deep analysis of all the sites in your organization and create reports that give you details about sites that have incompatible master pages or alternate CSS settings. [SharePoint handles branding differently](/sharepoint/dev/transform/modernize-branding) for classic site templates such as the publishing site. You'll want to [troubleshoot any custom theme issues](/sharepoint/dev/declarative-customization/site-theming/sharepoint-site-theming-overview#troubleshoot-custom-theme-issues) you run into.+- You should compile a list of all current sites, what site templates they use, any customizations that have been made to the master pages or CSS, and decide which of these customizations you need to keep. You can run the [SharePoint "Modern" user interface experience scanner](https://github.com/SharePoint/PnP-Tools/tree/master/Solutions/SharePoint.UIExperience.Scanner) which does a deep analysis of all the sites in your organization and create reports that give you details about sites that have incompatible master pages or alternate CSS settings. [SharePoint handles branding differently](/sharepoint/dev/transform/modernize-branding) for classic site templates such as the publishing site. You want to [troubleshoot any custom theme issues](/sharepoint/dev/declarative-customization/site-theming/sharepoint-site-theming-overview#troubleshoot-custom-theme-issues) you run into. - What areas do you want to customize (logo, colors, fonts, header/footer, navigation)? -- Who in your organization can brand a site? You will need to make sure that they have site designer permissions or above to make these changes.+- Who in your organization can brand a site? You'll need to make sure that they have site designer permissions or above to make these changes. ## Ready to brand your classic SharePoint site using the modern experience? Check out the below resources that provide more details about how to use the mod [Branding SharePoint: The New Normal](https://bob1german.com/2018/09/04/branding-sharepoint-the-new-normal/) -[Change the look of your SharePoint site](https://support.office.com/article/06bbadc3-6b04-4a60-9d14-894f6a170818) +[Change the look of your SharePoint site.](https://support.office.com/article/06bbadc3-6b04-4a60-9d14-894f6a170818) [SharePoint site theming](/sharepoint/dev/declarative-customization/site-theming/sharepoint-site-theming-overview) -[Modernize site branding](/sharepoint/dev/transform/modernize-branding) +[Modernize site branding.](/sharepoint/dev/transform/modernize-branding) -[Modernize your classic SharePoint sites](/sharepoint/dev/transform/modernize-classic-sites) +[Modernize your classic SharePoint sites.](/sharepoint/dev/transform/modernize-classic-sites) [JSON schema](/sharepoint/dev/declarative-customization/site-theming/sharepoint-site-theming-json-schema) |
| SharePoint | Build Learning And Training Experiences For Employees | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/build-learning-and-training-experiences-for-employees.md | Last updated 09/23/2021 Title: Build Learning and Training Experiences for Employees --++ recommendations: true audience: Admin Record each session so employees can review the learning material later, or so f Give employees that have similar learning objectives the opportunity to connect with each other and build a supportive virtual community in Viva Engage. Viva Engage is a platform that connects leaders, communicators, and employees to build communities, share knowledge, and engage across the organization. Viva Engage allows you to set up a community specifically for employees within the same or similar disciplines. -Naturally, employees come across information at different times in their learning and training process. Creating a space where new employees can build a community for themselves gives them the opportunity to share information as they come across it. In this virtual space, new employees can share resources, share ideas, and get to know each other. It also helps them build internal bonds that can last over the course of their career. Learn more about building communities in [Viva Engage](/viva/engage/get-started-with-viva-engage/new-viva-engage-faq). +Naturally, employees come across information at different times in their learning and training process. Creating a space where new employees can build a community for themselves gives them the opportunity to share information as they come across it. In this virtual space, new employees can share resources, share ideas, and get to know each other. It also helps them build internal bonds that can last over the course of their career. Learn more about building communities in [Viva Engage](https://support.microsoft.com/topic/communities-in-viva-engage-1ee29da1-5250-4c1e-b773-e7a78cfaf5d4). ### Make sure all tools and experiences are accessible |
| SharePoint | Business Connectivity Services Retirement | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/business-connectivity-services-retirement.md | Last updated 10/04/2023 Title: Business Connectivity Services (BCS) retirement in Microsoft 365 --++ audience: Admin f1.keywords: |
| SharePoint | Business Requirements | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/business-requirements.md | Last updated 06/10/2022 Title: Identify business requirements for SharePoint and OneDrive --++ recommendations: true audience: Admin |
| SharePoint | Change Default List And Library Experience | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/change-default-list-and-library-experience.md | Title: "Change the default list and library experience" recommendations: true--++ audience: ITPro f1.keywords: - NOCSH |
| SharePoint | Change Links List On Sharepoint Home Page | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/change-links-list-on-sharepoint-home-page.md | Last updated 07/11/2018 Title: "Add featured links to the SharePoint start page" --++ recommendations: true audience: Admin |
| SharePoint | Change Management Template | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/change-management-template.md | Last updated 08/21/2020 Title: Add the Workplace transformation site --++ recommendations: true audience: Admin -description: Provision and customize the Workplace transformation site +description: Provision and customize the Workplace transformation site. -# Overview of the Workplace transformation site +# Overview of the Workplace transformation site Help your organization drive and manage change by using the Workplace transformation site template in SharePoint. The site template helps organizations to successfully manage the people side of their organization change management initiatives to ensure all impacted employees are informed, have support, and know where they can learn more about upcoming changes. <br> The Workplace transformation site template is designed help people in your organ **The Workplace transformation site template helps organizations:** - Inspire employees on the new possibilities' your change management project offers-- Provide employees with the information, resources, and support they will need to successfully adopt new ways of working+- Provide employees with the information, resources, and support they'll need to successfully adopt new ways of working - Ready employees for a successful transition to new processes, tools, and expectations The Workplace transformation site template is designed help people in your organ - A landing place for people in your organization to get more information, news, and support - Specialized support channels for many audiences like managers, teams, and champions -- Pre-populated content and web parts that can be customized to fit the needs of your organization and specific change management projects+- Prepopulated content and web parts that can be customized to fit the needs of your organization and specific change management projects - Opportunity to use the Microsoft 365 Learning pathways solution to display Microsoft-curated and maintained training playlists - Integration with Microsoft 365 lists that let you customize and manage the change management journey - Examples of micro-learning content that can be adapted to your change project The Workplace transformation site template is designed help people in your organ ### How to use the Workplace transformation site template-The Workplace transformation site can be used to drive any topic or scope of organizational change. The site template helps organizations to successfully manage the people side of their organization change management to ensure all impacted employees are informed, have support, and know where they can learn more about upcoming changes. +The Workplace transformation site can be used to drive any article or scope of organizational change. The site template helps organizations to successfully manage the people side of their organization change management to ensure all impacted employees are informed, have support, and know where they can learn more about upcoming changes. **Examples of the types of change projects that could benefit from the workplace transformation template:** <br> The Workplace transformation site can be used to drive any topic or scope of org **4. Use and consult ΓÇô** Use [Microsoft Lists](https://support.microsoft.com/office/get-started-with-microsoft-lists-10b12560-fb20-471e-9258-773aec6a4a2f?ui=en-US&rs=en-US&ad=US) to help your organization manage tasks and knowledge checks associated with training and change management objectives. <br> -**5. Sustain ΓÇô** Help users practice and sustain new skillsets and habits by using micro-learning content like quick tips and [publishing regular news posts](https://support.microsoft.com/office/create-and-share-news-on-your-sharepoint-sites-495f8f1a-3bef-4045-b33a-55e5abe7aed7) sharing change management success stories. +**5. Sustain ΓÇô** Help users practice and sustain new skill set and habits by using micro-learning content like quick tips and [publishing regular news posts](https://support.microsoft.com/office/create-and-share-news-on-your-sharepoint-sites-495f8f1a-3bef-4045-b33a-55e5abe7aed7) sharing change management success stories. -### Pre-populated content focuses on the hybrid workplace -The workplace transformation site features pre-populated content that revolves around helping organizations transition to a hybrid workplace. The hybrid workplace is one that is flexible when and where people do their work. Many organizations plan to allow employees to work from home up to 50% of the time, which means the organization will need to adopt new ways of working to ensure wellbeing and productivity. +### Prepopulated content focuses on the hybrid workplace +The workplace transformation site features prepopulated content that revolves around helping organizations transition to a hybrid workplace. The hybrid workplace is one that is flexible when and where people do their work. Many organizations plan to allow employees to work from home up to 50% of the time, which means the organization needs to adopt new ways of working to ensure wellbeing and productivity. <br> Learn more about the [future of work](https://www.microsoft.com/research/theme/future-of-work/) and [what we have learned about remote work so far](https://www.microsoft.com/microsoft-365/blog/2020/07/08/future-work-good-challenging-unknown/). ## Overview of the site contents-The workplace transformation site is full of pre-populated content, web parts, news templates, and a [Microsoft List](https://support.microsoft.com/office/get-started-with-microsoft-lists-10b12560-fb20-471e-9258-773aec6a4a2f?ui=en-US&rs=en-US&ad=US). Carefully review and customize pre-populated content before sharing broadly with end users. +The workplace transformation site is full of prepopulated content, web parts, news templates, and a [Microsoft List](https://support.microsoft.com/office/get-started-with-microsoft-lists-10b12560-fb20-471e-9258-773aec6a4a2f?ui=en-US&rs=en-US&ad=US). Carefully review and customize prepopulated content before sharing broadly with end users.  -- **Home page ΓÇô** Help employees easily understand "what's in it for me?" right away by providing a landing place for employees to learn more right away about why the change is happening and how it will impact their day-to-day work. +- **Home page ΓÇô** Help employees easily understand "what's in it for me?" right away by providing a landing place for employees to learn more right away about why the change is happening and how it impacts their day-to-day work. <br> - **Hybrid work ΓÇô** Explain in more detail what is changing and what success will look like when change is adopted and sustained. <br> -- **Get started ΓÇô** Give employees a jumping-off place to dive into messages form leadership, view the change management checklist, and RSVP to an upcoming event.+- **Get started ΓÇô** Give employees a jumping-off place to dive into messages from leadership, view the change management checklist, and RSVP to an upcoming event. <br> - **Community ΓÇô** Help recognize and celebrate success within the organization and give employees and opportunity to connect in a change management Viva Engage community. The workplace transformation site is full of pre-populated content, web parts, n - **Quick tips ΓÇô** Create micro-learning opportunities to help employees adopt and sustain new skills. <br> -- **A message from our CEO ΓÇô** Unite the organization around a central change by sharing a recording or written message form leadership endorsing the change project.+- **A message from our CEO ΓÇô** Unite the organization around a central change by sharing a recording or written message from leadership endorsing the change project. <br> - **Champions program ΓÇô** Recruit subject matter experts into your champions program. The workplace transformation site is full of pre-populated content, web parts, n - **Get help ΓÇô** Make sure employees know where to go for support and have more than one option for getting 1:1 help or learning from others. -### Considerations for M365 Learning Pathways -[Microsoft 365 learning pathways](/office365/customlearning/) is a customizable, on-demand learning solution that displays playlists using the M365 Learning pathways web part right onto SharePoint pages. Consider using the M365 Learning pathways solution in combination with the workplace transformation site to embed training playlists on SharePoint pages. +### Considerations for Microsoft 365 Learning Pathways +[Microsoft 365 learning pathways](/office365/customlearning/) is a customizable, on-demand learning solution that displays playlists using the Microsoft 365 Learning pathways web part right onto SharePoint pages. Consider using the Microsoft 365 Learning pathways solution in combination with the workplace transformation site to embed training playlists on SharePoint pages. Learn more about [how to provision the Microsoft 365 learning pathways solution for the first time](/office365/customlearning/custom_provision), how to [find Microsoft-maintained content packs](/office365/customlearning/custom_plancontent), and [how to customize learning pathways and playlists](/office365/customlearning/custom_overview). Learn more about [how to provision the Microsoft 365 learning pathways solution 1. Start by navigating to the [SharePoint look book](https://lookbook.microsoft.com/) and selecting the workplace transformation site template. Select **Add to your tenant**. 2. Then, select a site name, URL, and email address where an email confirmation will be sent when the site is successfully created.-3. Select **Provision**, and in less than 15 minutes you will receive an email confirmation with a link to your new site. +3. Select **Provision**, and in less than 15 minutes you'll receive an email confirmation with a link to your new site. <br> Learn more about [provisioning site templates from the look book](./add-sample-site.md). ### Share the site with site owners and members to customize-Once the site has been provisioned and you are ready to customize. If other people from your organization will be making site customizations, make sure you [share the site](https://support.microsoft.com/office/share-a-site-958771a8-d041-4eb8-b51c-afea2eae3658?ui=en-us&rs=en-us&ad=us#:~:text=Share%20a%20Site%20in%20SharePoint%201%20Communication%20sites.,external%20users%22%20to%20share%20the%20...%20See%20More.) add them as site owners and site members to ensure they have access and the right permissions to make edits to site content, theme, navigation, [settings](https://support.microsoft.com/office/change-a-site-s-title-description-logo-and-site-information-settings-8376034d-d0c7-446e-9178-6ab51c58df42), and permissions. +Once the site has been provisioned and you're ready to customize. If other people from your organization are making site customizations, make sure you [share the site](https://support.microsoft.com/office/share-a-site-958771a8-d041-4eb8-b51c-afea2eae3658?ui=en-us&rs=en-us&ad=us#:~:text=Share%20a%20Site%20in%20SharePoint%201%20Communication%20sites.,external%20users%22%20to%20share%20the%20...%20See%20More.) add them as site owners and site members to ensure they have access and the right permissions to make edits to site content, theme, navigation, [settings](https://support.microsoft.com/office/change-a-site-s-title-description-logo-and-site-information-settings-8376034d-d0c7-446e-9178-6ab51c58df42), and permissions. ## Step 2: Customize the Workplace transformation site-Customize the workplace transformation site to fit the needs of your organization's change management project. Customize the theme, logo, navigation, web parts, and pre-populated content. +Customize the workplace transformation site to fit the needs of your organization's change management project. Customize the theme, logo, navigation, web parts, and prepopulated content. > [!NOTE] > You need site member (or higher) permissions to the Workplace transformation site template in order to make customizations. Customize the workplace transformation site to fit the needs of your organizatio 2. **Sign in** with your username and password. 3. Navigate to the location of the site using the URL supplied by your tenant admin, or select SharePoint from the Microsoft 365 home page, and then select the **Workplace transformation site**. -### Review pre-populated content -The workplace transformation site is full of pre-populated content, web parts, news templates, and a Microsoft list. Carefully review and customize pre-populated content before sharing broadly with end users. +### Review prepopulated content +The workplace transformation site is full of prepopulated content, web parts, news templates, and a Microsoft list. Carefully review and customize prepopulated content before sharing broadly with end users.  -The workplace transformation site features pre-populated content that helps organizations transition to a hybrid workplace. However, the workplace transformation site can be customized for any change management project. [Learn more about the workplace transformation site features and contents](#pre-populated-content-focuses-on-the-hybrid-workplace). +The workplace transformation site features prepopulated content that helps organizations transition to a hybrid workplace. However, the workplace transformation site can be customized for any change management project. [Learn more about the workplace transformation site features and contents](#prepopulated-content-focuses-on-the-hybrid-workplace). ### Customize web parts and content Learn how to customize web parts and content that will appear on certain pages or throughout the site. Learn how to customize web parts and content that will appear on certain pages o  -**News and news post templates -** Use pre-populated news templates to create news posts in the [News web part](https://support.microsoft.com/office/use-the-news-web-part-on-a-sharepoint-page-c2dcee50-f5d7-434b-8cb9-a7feefd9f165#:~:text=%20Use%20the%20News%20web%20part%20on%20a,but%20there%20may%20be%20one%20or...%20More) on the **Community page**. Find the templates by navigating to **Setting > Site Content > Site pages > Templates**. +**News and news post templates -** Use prepopulated news templates to create news posts in the [News web part](https://support.microsoft.com/office/use-the-news-web-part-on-a-sharepoint-page-c2dcee50-f5d7-434b-8cb9-a7feefd9f165#:~:text=%20Use%20the%20News%20web%20part%20on%20a,but%20there%20may%20be%20one%20or...%20More) on the **Community page**. Find the templates by navigating to **Setting > Site Content > Site pages > Templates**. <br>  Learn how to customize web parts and content that will appear on certain pages o  -Edit the [Button web part](https://support.microsoft.com/office/use-the-button-web-part-d2e37c48-11e8-45b9-8d9e-abdaa97c2a7a#:~:text=%20Add%20the%20Button%20web%20part%20%201,pane%20on%20the%20right,%20enter%20your...%20More) on bottom of the **Community** page to give users an opportunity to engage and acknowledge others. Connect the Button web part to a [Microsoft Form](https://support.microsoft.com/office/create-a-form-with-microsoft-forms-4ffb64cc-7d5d-402f-b82e-b1d49418fd9d) where users can submit nominations. Then, use the pre-populated news post templates in **Settings > Site contents** to publish news. +Edit the [Button web part](https://support.microsoft.com/office/use-the-button-web-part-d2e37c48-11e8-45b9-8d9e-abdaa97c2a7a#:~:text=%20Add%20the%20Button%20web%20part%20%201,pane%20on%20the%20right,%20enter%20your...%20More) on bottom of the **Community** page to give users an opportunity to engage and acknowledge others. Connect the Button web part to a [Microsoft Form](https://support.microsoft.com/office/create-a-form-with-microsoft-forms-4ffb64cc-7d5d-402f-b82e-b1d49418fd9d) where users can submit nominations. Then, use the prepopulated news post templates in **Settings > Site contents** to publish news. <br> #### Edit the change management checklist The Workplace transformation site contains a [Microsoft List](https://support.mi 2. Then you can edit list items, [change columns and labels](https://support.microsoft.com/office/create-a-column-in-a-list-or-library-2b0361ae-1bd3-41a3-8329-269e5f81cfa2), the theme and more. Or, you can [create a new list based on an existing Excel spreadsheet](https://support.microsoft.com/office/create-a-list-based-on-a-spreadsheet-380cfeb5-6e14-438e-988a-c2b9bea574fa) or [use a list template](https://support.microsoft.com/office/create-a-list-from-a-template-70b008a2-7a3d-4223-83d8-345e0313974d). 3. Finally, [edit the view of your list](https://support.microsoft.com/office/edit-a-view-of-a-list-15916903-e79a-423f-b4e2-02d37e1ff372) to make sure users see the most important information in the [List web part](https://support.microsoft.com/office/use-the-list-web-part-ef0a1b80-f8b3-443d-b04a-1e76c70b5537) on the **Get started page**. -[Learn more about M365 lists](https://support.microsoft.com/office/get-started-with-microsoft-lists-10b12560-fb20-471e-9258-773aec6a4a2f?ui=en-US&rs=en-US&ad=US). +[Learn more about Microsoft 365 lists](https://support.microsoft.com/office/get-started-with-microsoft-lists-10b12560-fb20-471e-9258-773aec6a4a2f?ui=en-US&rs=en-US&ad=US). #### Use Microsoft 365 learning pathways to embed training content on a page-If your tenant admin has set up [M365 Learning pathways](/office365/customlearning/custom_plancontent), you can [add pages to the site](https://support.microsoft.com/office/create-and-use-modern-pages-on-a-sharepoint-site-b3d46deb-27a6-4b1e-87b8-df851e503dec) and use the [Learning pathways web part](/office365/customlearning/custom_addwebpart) to display custom training playlists. Then, use [Learning pathways reporting capabilities](/office365/customlearning/custom_measureimpact) to measure content impact. +If your tenant admin has set up [Microsoft 365 Learning pathways](/office365/customlearning/custom_plancontent), you can [add pages to the site](https://support.microsoft.com/office/create-and-use-modern-pages-on-a-sharepoint-site-b3d46deb-27a6-4b1e-87b8-df851e503dec) and use the [Learning pathways web part](/office365/customlearning/custom_addwebpart) to display custom training playlists. Then, use [Learning pathways reporting capabilities](/office365/customlearning/custom_measureimpact) to measure content impact. <br> #### Use tools to help target content to specific audiences or protect content from specific audiences Site navigation is important because it helps users immediately understand what ## Step 3: Share the Workplace transformation site with end users -Once the site has been customized and republished, it is ready to share with end users. +Once the site has been customized and republished, it's ready to share with end users. 1. Select **Share site** from the right-hand corner. 2. In the **Share site** pane, enter the names of people or groups to add them to the site, or enter "Everyone except external users" to share the site with everyone in your organization. |
| SharePoint | Change Site Address | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/change-site-address.md | Last updated 02/22/2023 Title: "Change a site address" --++ recommendations: true audience: Admin Before you change the address of a site, it's important to communicate the chang - The planned URL - Users should close their files and not make edits during the address change - Users should check the site recycle bin to make sure it contains no files they want to keep -- File permissions and sharing won't change +- File permissions and sharing stay the same ## Change a site address in the new SharePoint admin center If the site is associated with a hub, it must be reassociated after the site add InfoPath forms that refer to URLs might not work after the site address is changed. **List View web part**<br>-If a List View web part on a page is scoped to a specific folder in that list, the web part might display an error after the site URL is changed. To fix this issue, either edit the web part and reset the folder path or remove the web part from the page and then add it again. +If a List View web part on a page is scoped to a specific folder in that list, the web part might display an error after the site URL is changed. To fix this issue, either edit the web part and reset the folder path or remove the web part from the page, and then add it again. **Microsoft Forms**<br>-If the site is a Microsoft 365 group-connected site that has forms in Microsoft Forms, any File Upload questions in forms will break. To fix this issue, recreate the file upload questions to allow responders to upload files again. +If the site is a Microsoft 365 group-connected site that has forms in Microsoft Forms, any File Upload questions in forms break. To fix this issue, recreate the file upload questions to allow responders to upload files again. **OneNote**<br>-If users have a notebook open during the site address change, they'll see a notebook sync error. After the address is changed, the following OneNote apps will automatically detect and seamlessly sync notebooks to the new site URL: +If users have a notebook open during the site address change, they see a notebook sync error. After the address is changed, the following OneNote apps will automatically detect and seamlessly sync notebooks to the new site URL: - OneNote desktop app ΓÇô Version 16.0.8326.2096 and later - OneNote for Windows 10 ΓÇô Version 16.0.8431.1006 and later Files in the recycle bin will be restorable as per the usual deletion timeframe. The SharePoint mobile apps detect the site's new URL. Make sure that users have updated their apps to the latest version. **SharePoint web parts**<br>-Any embedded URLs in any SharePoint web parts (News, List, etc.) will not be updated and may break. This includes page thumbnail images in news posts existing on the site. After the site address is changed, you might need to update individual web parts to use the new URL. +Any embedded URLs in any SharePoint web parts (News, List, etc.) won't be updated and may break. This includes page thumbnail images in news posts existing on the site. After the site address is changed, you might need to update individual web parts to use the new URL. **SharePoint workflow 2013**<br> SharePoint workflow 2013 will need to be republished after the site address is changed. SharePoint workflow 2013 will need to be republished after the site address is c After the site address is changed, sharing links will automatically redirect to the new URL. **Site customizations and embedded code**<br>-Site customizations and embedded code that refer to URLs might need to be fixed after the site address change. Changing the site address will preserve data stored in SharePoint but won't change URL dependencies in custom solutions. +Site customizations and embedded code that refer to URLs might need to be fixed after the site address change. Changing the site address preserves data stored in SharePoint but won't change URL dependencies in custom solutions. **Synced locations**<br> The OneDrive sync app will automatically detect and seamlessly transfer syncing to the new site URL after the site address has been changed. Users don't need to sign in again or take any other action. (Version 17.3.6943.0625 or later of the sync app required.) -If a user updates a file while the site address is being changed, they'll see a message that file uploads are pending during the change. +If a user updates a file while the site address is being changed, they see a message that file uploads are pending during the change. **Microsoft 365 groups**<br>-The email address of the group will not be renamed. The group name is updated only if the site name is updated during the rename process. +The email address of the group won't be renamed. The group name is updated only if the site name is updated during the rename process. **Teams (for Microsoft 365 group-connected sites)**<br>-When the site address change is complete, users will be able to access their SharePoint files in the Teams app, with the following limitations. +When the site address change is complete, users are able to access their SharePoint files in the Teams app, with the following limitations. |Functionality |Limitation | |:|:|-|Viewing files in Teams |Files shared in channels before the address was changed can be viewed in the Teams app on the channel's Files tab. They can also be viewed in Office apps for the web from the channel's Files tab or the conversation. To view Word, Excel, and PowerPoint files in the desktop apps:<br>Select the ΓÇ£Open in DesktopΓÇ¥ option from the channel's Files tab.<br>Open the file in the Office app for the web, and then select ΓÇ£Open in DesktopΓÇ¥. | +|Viewing files in Teams |Files shared in channels before the address were changed can be viewed in the Teams app on the channel's Files tab. They can also be viewed in Office apps for the web from the channel's Files tab or the conversation. To view Word, Excel, and PowerPoint files in the desktop apps:<br>Select the "Open in Desktop" option from the channel's Files tab.<br>Open the file in the Office app for the web, and then select "Open in Desktop". | |Uploading files to channels |Uploading files from a computer or OneDrive to a channel conversation will work after a user visits the Files tab for any channel in the site. | |File app ΓÇô Microsoft Teams page |The Microsoft Teams page in the Teams File app will work after a user visits the Files tab for any channel in the site. | |Teams mobile app |Open and download will continue to work. To edit a Word, Excel, or PowerPoint file in the site, use the Office app for the web or the desktop app. Files shared after the site address was changed can be edited in the Office mobile apps. | ## Revert a site address change -If you need change the address of a site that was previously changed, we recommend not renaming the site again. This can cause issues if you subsequently want to use the current address for another site. Instead, we recommend returning the site back to its original address. To do so, you use an additional site rename and delete certain redirect sites. [Learn how to delete redirect sites](manage-site-redirects.md). +If you need to change the address of a site that was previously changed, we recommend not renaming the site again. This can cause issues if you later want to use the current address for another site. Instead, we recommend returning the site back to its original address. To do so, you use an additional site rename and delete certain redirect sites. [Learn how to delete redirect sites](manage-site-redirects.md). For a case where you changed https://<i></i>contoso.sharepoint.<i></i>com/sites/*project-x* to https://<i></i>contoso.sharepoint.<i></i>com/sites/*project-y* and want to revert back, the steps to follow are: 1. Delete the redirect from *project-x* to *project-y* by using the Remove-SPOSite cmdlet on the *project-x* address. |
| SharePoint | Change Your Sharepoint Domain Name | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/change-your-sharepoint-domain-name.md | Last updated 08/09/2023 Title: "Change your SharePoint domain name" --++ recommendations: true audience: Admin search.appverid: - BCS160 - MET150 ms.assetid: 576325ad-8c40-4fe8-8a63-68c3b7d536cf-description: "Learn about changing the domain name in your SharePoint and OneDrive URLs" +description: "Learn about changing the domain name in your SharePoint and OneDrive URLs." # Change your SharePoint domain name If your organization has gone through a rebranding, merger, or acquisition and n |App/feature |Limitation |Action required | ||||-| Hub site menu items | Although the menu items will continue to work, items that contain absolute URLs aren't changed. | Edit the menu items and if necessary, change the URLs to the new domain name. | +| Hub site menu items | Although the menu items continue to work, items that contain absolute URLs aren't changed. | Edit the menu items and if necessary, change the URLs to the new domain name. | | Office "Recent" and "Pinned" lists | These lists are updated over time depending on usage. | None | | Office.com | The URLs at https://www.office.com can take 24 hours to be updated. | None |-| OneDrive | Only the domain name portion in URLs is changed. The relative path that's based on the User Principle Name (UPN) isn't changed. | None | +| OneDrive | Only the domain name portion in URLs is changed. The relative path based on the User Principle Name (UPN) isn't changed. | None | | OneDrive sync app (OneDrive.exe) | Requires version 17.3.6943.0625 or later for all users. | Make sure the URLs "oneclient.sfx.ms" and "g.live.com." aren't blocked, and that all computers in your organization can reach them to apply updates. | | OneDrive sync app (OneDrive.exe) | The organization name displayed in Office apps isn't changed. (For example, the app displays the old folder name C:\Users\Sophia\OneDrive ΓÇô Contoso) | Users can disconnect and reconnect their account in the Office app. | | OneNote | Requires a recent version of OneNote. | Make sure all users have the following versions installed: <br> OneNote desktop app: Version 16.0.8326.2096 or later. <br> OneNote for Windows 10: Version 16.0.8431.1006 or later. <br> OneNote mobile app: Version 16.0.8431.1011 or later. | If your organization has gone through a rebranding, merger, or acquisition and n | SharePoint mobile apps | While the domain name is being changed, users might receive a notebook sync error. | None | | Search and Delve | The search index might take a while to reflect new URL changes. | None | | Search and Delve | Search results might not be complete or might return results for the original URLs until the search index is updated.| None |-| SharePoint content | Although content (such as text on pages) that includes the domain name will continue to work, it won't be updated to display the new name. | Search for the old domain name and edit content to display the new domain name. | +| SharePoint content | Although content (such as text on pages) that includes the domain name continues to work, it won't be updated to display the new name. | Search for the old domain name and edit content to display the new domain name. | ### Medium impact If your organization has gone through a rebranding, merger, or acquisition and n | Delve | It can take 24 hours before People profiles can be viewed. | None | | eDiscovery | Holds can't be removed until you update the URLs. | In the Microsoft Purview compliance portal, change the eDiscovery hold URLs to the new domain name. | | InfoPath forms | Forms that use a SharePoint connection as a data source won't work. | Reconnect these forms to SharePoint. |-| Microsoft 365 Archive | Archived sites will not be renamed. | Reactivate archived sites before the rename. <br>Avoid archiving any sites during the rename. | +| Microsoft 365 Archive | Archived sites won't be renamed. | Reactivate archived sites before the rename. <br>Avoid archiving any sites during the rename. | | Microsoft Forms | Forms that have the option to upload attachments in responses won't work. | Remove the upload button and add it again in the form. | | Office apps | While the domain name is being changed, users might experience an error when saving Word, Excel, and PowerPoint documents that are located in a site or OneDrive. | Attempt to save the document again and if necessary change the URL of the save location. | | OneDrive | The Quick access links in OneDrive and SharePoint won't work. | No action is available. | | Power Automate | Request sign-off flows that use SharePoint as a connection wonΓÇÖt work. | Remove and re-create the Request sign-off flow. | | Power Automate | Any flows deployed as solutions with managed layers that use SharePoint as a connection wonΓÇÖt work. | Remove and re-create the flows. |-| Power BI | Power BI reports using SharePoint connections as a data source won't work. | Before changing your domain name, download the Power BI reports that are using SharePoint connections as a data source as a .pbix file. After you change the domain name, edit the connections in the Power BI Desktop app and republish the report. <br> Power BI reports that are not created or maintained in the Power BI Desktop app will need to be recreated. | -| Project Online | Workflows that are ΓÇ£in flightΓÇ¥ won't complete and will be orphaned. <br> New workflow instances can't be initiated. <br> Association to previous workflow instances isn't available and will be orphaned. | Before changing your domain name, make sure all ΓÇ£in flightΓÇ¥ workflows are completed. After you change the domain name, republish the workflows. You can then reset them to "in flight" in Project Web App by going to PWA Settings > Change or Restart Workflows. | +| Power BI | Power BI reports using SharePoint connections as a data source won't work. | Before changing your domain name, download the Power BI reports that are using SharePoint connections as a data source as a .pbix file. After you change the domain name, edit the connections in the Power BI Desktop app and republish the report. <br> Power BI reports that aren't created or maintained in the Power BI Desktop app will need to be recreated. | +| Project Online | Workflows that are "in flight" won't complete and will be orphaned. <br> New workflow instances can't be initiated. <br> Association to previous workflow instances isn't available and will be orphaned. | Before changing your domain name, make sure all ΓÇ£in flightΓÇ¥ workflows are completed. After you change the domain name, republish the workflows. You can then reset them to "in flight" in Project Web App by going to PWA Settings > Change or Restart Workflows. | | Project Online | URLs embedded in workflows aren't changed. For example, if a workflow contains the embedded URL `contoso.sharepoint.com`, it isn't changed. This might impact the functionality of the workflow. | Workflows that contain URLs referring to the original domain name might need to be updated to the new name. | | Project Online | References to PWA sites in Project Online at https://project.microsoft.com won't work. | In Project Online at https://project.microsoft.com, change the URL of the PWA sites under Settings > My PWA Site. |-| Project Online | Custom Excel Reports that use Microsoft Project Data connections as a data source won't work. | These reports will need to be reconnected. | +| Project Online | Custom Excel Reports that use Microsoft Project Data connections as a data source won't work. | These reports need to be reconnected. | | Project Pro | The app won't work until you update the URL of the PWA site. | Before changing your domain name, make sure that all projects that are checked out in Project Pro are checked in. After you change the domain name, change the URL of the PWA site under File > Info > Manage Accounts. | | SharePoint 2013 workflows | Workflows that are ΓÇ£in flightΓÇ¥ won't complete and will be orphaned. <br> New 2013 Workflow instances can't be initiated. <br>Association to previous workflow instances isn't available and will be orphaned. | Before changing your domain name, make sure all ΓÇ£in flightΓÇ¥ workflows are completed. After you change the domain name, republish the workflows. | | SharePoint 2013 workflows | URLs embedded in workflows aren't changed. For example, if a workflow contains the embedded URL `contoso.sharepoint.com`, it isn't changed. This might impact the functionality of the workflow. | Workflows that contain URLs referring to the original domain name might need to be updated to the new name. | If your organization has gone through a rebranding, merger, or acquisition and n | SharePoint hub sites | Sites registered as hub sites won't work. | Unregister and register the affected sites as hub sites in the SharePoint admin center after the rename. | | SharePoint web parts | Some web parts may not function as expected. | The web parts may rely on direct URL references. Update the web parts with the new URLs. | | Site customizations and embedded code | Absolute URLs embedded in SharePoint customizations aren't updated. | Edit customizations that contain absolute URLs and if necessary, change the URLs to the new domain name. |-| Teams on the web and Teams desktop app | The first time someone tries to access the Files tab for a team or private channel, they'll receive an error. The tab will work for all users after that. | None | +| Teams on the web and Teams desktop app | The first time someone tries to access the Files tab for a team or private channel, they receive an error. The tab will work for all users after that. | None | | Teams on the web and Teams desktop app | It can take 72 hours for meeting notes to work (for both current and previous meetings). | None | | Teams on the web and Teams desktop app | On the Files tab, any folders added with the "Add cloud storage" (which point to another SharePoint site) won't work.| Remove and re-add the folders. | | Teams on the web and Teams desktop app | Document libraries added as a tab won't work. | Remove and re-add the tab. |-| Teams on the web and Teams desktop app | Embedded images in Wikis won't be displayed. | Edit the Wiki .mht file located in the SharePoint Site Teams Wiki Data library and if necessary, change the URLs of the embedded images to the new domain name. | +| Teams on the web and Teams desktop app | Embedded images in Wikis won't be displayed. | Edit the Wiki.mht file located in the SharePoint Site Teams Wiki Data library and if necessary, change the URLs of the embedded images to the new domain name. | | Teams on the web and Teams desktop app | Personal Wikis wonΓÇÖt work. | In a one-on-one or group chat, attach and send a file to the chat. | | Third-party apps including backup solutions | Absolute URLs embedded in these third-party apps (including backup solutions) aren't changed. | Confirm with third-party app publishers (including backup solutions) that they support tenant renames. |-| Isolated web parts and full page apps | Isolated components are not updated and will stop working. | Solutions that contain isolated components need to be re-published in the tenant app catalog. The solution will start working again after that. | +| Isolated web parts and full page apps | Isolated components are not updated and will stop working. | Solutions that contain isolated components need to be republished in the tenant app catalog. The solution will start working again after that. | ### High impact If your organization has gone through a rebranding, merger, or acquisition and n |||| | Business Productivity Online Suite (BPOS) sites | If your tenant still has Microsoft Business Productivity Online Suite (BPOS) sites remaining in it, your domain name can't be changed. | BPOS sites and its configuration need to be removed before scheduling of tenant renaming can be attempted. Submit a support request by selecting [Rename a SharePoint Tenant with BPOS sites](https://admin.microsoft.com/AdminPortal/?searchSolutions=Rename%20a%20SharePoint%20Tenant%20with%20BPOS%20sites). | | Deleted sites | Any sites that have been deleted can't be restored after the change. | Before changing your domain name, review the Deleted sites page in the SharePoint admin center and restore any sites that you might want to keep. |-| Historical German cloud (.de) tenants | If your tenant was originally in the German cloud with a .de domain, your domain name can't be changed. This applies even if your tenant was subsequently migrated to the regular cloud but still retains the .de domain. | No action available. | +| Historical German cloud (.de) tenants | If your tenant was originally in the German cloud with a .de domain, your domain name can't be changed. This applies even if your tenant was later migrated to the regular cloud but still retains the .de domain. | No action available. | | Locked sites and OneDrive accounts | Any site or OneDrive that has been locked (the LockState is NoAccess) can't be renamed. | Before changing your domain name, review any sites and OneDrive accounts that have been locked to determine if the lock should be removed. [Lock and unlock sites](manage-lock-status.md)| | Multi-Geo configurations | Your SharePoint domain name can't be changed if your organization is currently set up for Microsoft 365 Multi-Geo or was previously set up for it. | No action available. | | Point-in-time restoration | Restoring a site to a previous time before the domain name change isn't possible. | No action available.| | Root site replacement | Your [root site](modern-root-site.md) can't be replaced (using either the SharePoint admin center or the PowerShell cmdlet Invoke-SPOSiteSwap) between the time you schedule your domain name change and when it completes. | Replace your root site before you schedule the domain name change or after it completes. |-| SharePoint public sites | If your tenant contains old SharePoint public sites, your SharePoint domain name change will not be allowed.| Public sites on the tenant need to be removed before scheduling of tenant renaming can be attempted. Submit a support request by selecting [Rename a SharePoint Tenant with Public site](https://admin.microsoft.com/AdminPortal/?searchSolutions=Rename%20a%20SharePoint%20Tenant%20with%20Public%20site). | +| SharePoint public sites | If your tenant contains old SharePoint public sites, your SharePoint domain name change won't be allowed.| Public sites on the tenant need to be removed before scheduling of tenant renaming can be attempted. Submit a support request by selecting [Rename a SharePoint Tenant with Public site](https://admin.microsoft.com/AdminPortal/?searchSolutions=Rename%20a%20SharePoint%20Tenant%20with%20Public%20site). | | Special and government clouds | If your organization uses special clouds or government clouds (GCC, GCC High, DoD, etc.), your domain name can't be changed. | No action available. | | Vanity domain configurations | If your SharePoint domain is, for example, teams.contoso.com (versus contoso.sharepoint.com), your domain name can't be changed. | No action available. | Advanced Tenant Rename is a part of SharePoint Advanced Management, and is curre ### How to participate The limited preview can currently only support tenants meeting the following conditions: - Your organization has less than 100,000 total sites.-- Your organization does not have Multi-Geo set up.-- Your organization does not use government clouds, including GCC, GCC High and DoD.-- Your organization does not use vanity domain configurations.+- Your organization doesn't have Multi-Geo set up. +- Your organization doesn't use government clouds, including GCC, GCC High and DoD. +- Your organization doesn't use vanity domain configurations. If you would like to participate in the preview, and meet the above conditions, please express your interest through our [sign up form](https://forms.microsoft.com/r/DhBqqJVgSW). Make sure to include all of the requested information and indicate your interest in the **Organization Lifecycle Management** section by selecting the **Advanced Tenant Rename** option. -There are limited slots available, and each application will be reviewed. Microsoft will reach out if there is space in the preview program and share more information and work with you on next steps. +There are limited slots available, and each application will be reviewed. Microsoft will reach out if there's space in the preview program and share more information and work with you on next steps. -Since this is a part of SharePoint Advanced Management, participants will need to either already be a SharePoint Advanced Management customer, or enable the free trial at the time of the planned rename. +Since this is a part of SharePoint Advanced Management, participants need to either already be a SharePoint Advanced Management customer, or enable the free trial at the time of the planned rename. ## Step 1: Add the new domain name -1. Check the availability of the new domain you want. For example, if you want your SharePoint and OneDrive URLs to begin with `fabrikam.sharepoint.com`, enter `https://fabrikam.sharepoint.com` in a browser. If you get a message that the address couldnΓÇÖt be found (404), itΓÇÖs probably available. If you get a sign-in screen or a message that your username couldnΓÇÖt be found in the fabrikam.sharepoint.com directory, then the domain has already been taken and youΓÇÖll need to try a different one. If the domain is already registered by another customer, we can't provide any information or contact the customer. +1. Check the availability of the new domain you want. For example, if you want your SharePoint and OneDrive URLs to begin with `fabrikam.sharepoint.com`, enter `https://fabrikam.sharepoint.com` in a browser. If you get a message that the address couldnΓÇÖt be found (404), itΓÇÖs probably available. If you get a sign-in screen or a message that your username couldnΓÇÖt be found in the fabrikam.sharepoint.com directory, then the domain has already been taken and you need to try a different one. If the domain is already registered by another customer, we can't provide any information or contact the customer. -or- Since this is a part of SharePoint Advanced Management, participants will need t 5. If you get a message that the domain isn't available, try a different domain. -6. After getting a confirmation that the domain was added successfully, you might see a message that the properties could not be found. Select the message to refresh domain references. +6. After getting a confirmation that the domain was added successfully, you might see a message that the properties couldn't be found. Select the message to refresh domain references. > [!WARNING] > Do NOT add any other domains. You can get the status of the rename by running `Get-SPOTenantRenameStatus`. Mak During and after the rename, you can get the state of a site by running `Get-SPOSiteRenameState`. For more info about this cmdlet, see [Get-SPOSiteRenameState](/powershell/module/sharepoint-online/get-spositerenamestate). -To verify success of the rename operation, please ensure that you review the status of the rename operation, as well as the count of renamed sites in comparison to total sites. The count of sites that cannot be renamed to the new domain will be shown in the **Attention Required** field. To get more information on these sites, run `Get-SPOSiteRenameState` and pass the RenameJobID listed in the tenant rename status as the ParentOperationID, and the desired status (Success/Failed/Suspended). If you want to export these results to a CSV file, you can use the `Export-Csv` cmdlet. +To verify success of the rename operation, please ensure that you review the status of the rename operation, and the count of renamed sites in comparison to total sites. The count of sites that can't be renamed to the new domain will be shown in the **Attention Required** field. To get more information on these sites, run `Get-SPOSiteRenameState` and pass the RenameJobID listed in the tenant rename status as the ParentOperationID, and the desired status (Success/Failed/Suspended). If you want to export these results to a CSV file, you can use the `Export-Csv` cmdlet. `Get-SPOSiteRenameState -ParentOperationID <RenameJobID> -State Failed | Export-Csv -Path <Path>` -To cancel a rename that has not started, you can run `Stop-SPOTenantRename`. [More info about this cmdlet](/powershell/module/sharepoint-online/start-spotenantrename) +To cancel a rename that hasn't started, you can run `Stop-SPOTenantRename`. [More info about this cmdlet](/powershell/module/sharepoint-online/start-spotenantrename) ## Step 3: Review features and settings after the rename |
| SharePoint | Check Logs Limits And Reports | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/check-logs-limits-and-reports.md | Title: "Check logs, limits and reports" --++ recommendations: true Last updated 6/14/2017 |
| SharePoint | Choose Communication Method | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/choose-communication-method.md | Last updated 07/26/2021 Title: "Choose a communication method" --++ recommendations: true audience: Admin |
| SharePoint | Manage Search Dictionaries | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/manage-search-dictionaries.md | Last updated 07/11/2018 Title: "Manage search dictionaries" --++ recommendations: true audience: Admin |
| SharePoint | Manage Search Schema | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/manage-search-schema.md | Last updated 07/12/2018 Title: "Manage the search schema in SharePoint" --++ recommendations: true audience: Admin |
| SharePoint | Manage Search The Admin Center | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/manage-search-the-admin-center.md | Last updated 07/11/2018 Title: "SharePoint classic search administration overview" --++ recommendations: true audience: Admin |
| SharePoint | Manage Security Groups | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/manage-security-groups.md | Last updated 08/04/2023 Title: Allow only members in specific security groups to share SharePoint and OneDrive files and folders externally --++ recommendations: true audience: Admin |
| SharePoint | Manage Site Collection Administrators | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/manage-site-collection-administrators.md | Last updated 07/11/2018 Title: "Manage site admins" --++ recommendations: true audience: Admin |
| SharePoint | Manage Site Collection Storage Limits | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/manage-site-collection-storage-limits.md | Last updated 06/21/2023 Title: Manage site storage limits in SharePoint in Microsoft 365 --++ recommendations: true audience: Admin |
| SharePoint | Manage Site Creation | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/manage-site-creation.md | Last updated 07/11/2018 Title: "Manage site creation in SharePoint" --++ recommendations: true audience: Admin |
| SharePoint | Manage Site Redirects | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/manage-site-redirects.md | Last updated 10/11/2019 Title: "Manage site redirects" --++ recommendations: true audience: Admin |
| SharePoint | Manage Sites In New Admin Center | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/manage-sites-in-new-admin-center.md | Last updated 03/21/2023 Title: "Manage sites in the SharePoint admin center" --++ recommendations: true audience: Admin |
| SharePoint | Manage Teams Sharepoint Experiences | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/manage-teams-sharepoint-experiences.md | Last updated 12/20/2021 Title: Manage settings and permissions when SharePoint and Teams are integrated --++ recommendations: true audience: Admin -description: Manage settings and permissions when SharePoint and Teams are integrated +description: Manage settings and permissions when SharePoint and Teams are integrated. # Manage settings and permissions when SharePoint and Teams are integrated In this article, learn how to manage settings and permissions when Teams and Sha ## How to identify and navigate between SharePoint and Teams -Teams-connected sites include additional information to indicate the connection to Teams. In the SharePoint site header, you will see the Teams icon following the site logo and site title. +Teams-connected sites include additional information to indicate the connection to Teams. In the SharePoint site header, you'll see the Teams icon following the site logo and site title.  Additionally, from teams and channels in Microsoft Teams, you can select the ell ## Manage settings and permissions -When SharePoint sites and Teams are integrated, certain setting and classifications need to be managed in the [settings in Microsoft Teams](https://support.microsoft.com/office/manage-team-settings-and-permissions-in-teams-ce053b04-1b8e-4796-baa8-90dc427b3acc). You'll notice that when you navigate to **Settings** in SharePoint site, certain options are not editable, like **Permissions**. Learn more about [viewing and managing settings in Microsoft Teams](https://support.microsoft.com/office/manage-team-settings-and-permissions-in-teams-ce053b04-1b8e-4796-baa8-90dc427b3acc). +When SharePoint sites and Teams are integrated, certain setting and classifications need to be managed in the [settings in Microsoft Teams](https://support.microsoft.com/office/manage-team-settings-and-permissions-in-teams-ce053b04-1b8e-4796-baa8-90dc427b3acc). You notice that when you navigate to **Settings** in SharePoint site, certain options aren't editable, like **Permissions**. Learn more about [viewing and managing settings in Microsoft Teams](https://support.microsoft.com/office/manage-team-settings-and-permissions-in-teams-ce053b04-1b8e-4796-baa8-90dc427b3acc). | Settings managed in SharePoint | Settings managed in Teams | | :- | :- | When channel sites get associated with a hub, the hub navigation gets inherited - **Upload and share files in Teams** - Share a file in a team or channel and the file will become accessible to everyone in the team. The file will also automatically sync to the corresponding SharePoint site document library. Learn more about [file sharing in Teams](https://support.microsoft.com/office/share-files-in-teams-0c4d34ee-5dd8-46d5-ab35-0d227b5e6eb5) and [how to coauthor content with your team](https://support.microsoft.com/office/document-collaboration-and-co-authoring-ee1509b4-1f6e-401e-b04a-782d26f564a4). - **Pin resources from SharePoint as a tab in Teams** - Add published SharePoint pages, lists, and document libraries as individual tabs in a Teams channel. [Learn more](https://support.microsoft.com/office/add-a-sharepoint-page-list-or-document-library-as-a-tab-in-teams-131edef1-455f-4c67-a8ce-efa2ebf25f0b).-- **Use team templates in Teams and SharePoint** - Teams has team templates that can be used to quickly create a new team and connected site that come pre-populated with resources and folders. [Learn more about how to create a new team using a template](https://support.microsoft.com/office/create-a-team-with-team-templates-702a2977-e662-4038-bef5-bdf8ee47b17b)+- **Use team templates in Teams and SharePoint** - Teams has team templates that can be used to quickly create a new team and connected site that come prepopulated with resources and folders. [Learn more about how to create a new team using a template](https://support.microsoft.com/office/create-a-team-with-team-templates-702a2977-e662-4038-bef5-bdf8ee47b17b) ## Learn more |
| SharePoint | Manage User Profiles | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/manage-user-profiles.md | Last updated 07/11/2018 Title: "Manage user profiles in the SharePoint admin center" --++ recommendations: true audience: Admin |
| SharePoint | Managed Metadata | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/managed-metadata.md | Title: "Introduction to managed metadata" --++ recommendations: true Last updated 09/18/2023 |
| SharePoint | Modern Experience Performance | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/modern-experience-performance.md | Title: "Performance in the modern SharePoint experience" --++ recommendations: true Last updated 3/19/2019 |
| SharePoint | Modern Root Site | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/modern-root-site.md | Last updated 07/18/2019 Title: "Modernize your root site" --++ recommendations: true audience: Admin |
| SharePoint | Modernize Classic Team Site | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/modernize-classic-team-site.md | Last updated 05/22/2019 Title: "Enable the communication site experience on classic team sites" --++ recommendations: true audience: Admin A SharePoint [communication site](https://support.office.com/en-us/article/94a33 ## Requirements -- The site must be a **classic team site that's not connected to a Microsoft 365 group** (the STS #0 site template).+- The site must be a **classic team site that's not connected to a Microsoft 365 group** (the STS #0 (Team site classic experience) site template). - The site must be the top-level site in the site collection. It can't be a subsite. - The user who runs the PowerShell cmdlet must have full owner permission on the target site.-- The site must not have SharePoint Server Publishing Infrastructure enabled at the site collection level or SharePoint Server Publishing enabled at the site level. [Learn how to enable and disable publishing features](https://support.microsoft.com/office/479677a6-8b33-4ac7-907d-071c1c7e4518). If these features were previously enabled but have been deactivated, go to the [site contents page](https://support.microsoft.com/office/ba495c1e-00f4-475d-97c7-b518d546566b) and make sure it doesn't still contain a Pages library. [Learn more about features enabled on a publishing site](https://support.microsoft.com/office/3ab3810c-3c2c-4361-9d0e-0cbe666ea0b0)+- The site must not have SharePoint Server Publishing Infrastructure enabled at the site collection level or SharePoint Server Publishing enabled at the site level. [Learn how to enable and disable publishing features](https://support.microsoft.com/office/479677a6-8b33-4ac7-907d-071c1c7e4518). If these features were previously enabled but are now deactivated, go to the [site contents page](https://support.microsoft.com/office/ba495c1e-00f4-475d-97c7-b518d546566b) and make sure it doesn't still contain a Pages library. [Learn more about features enabled on a publishing site.](https://support.microsoft.com/office/3ab3810c-3c2c-4361-9d0e-0cbe666ea0b0) ## Effects of this change -- A new modern page is created in the site and set as the home page. Open the site in a new tab to see the changes.-- Any user that has access to the site will see the new home page with the default web parts and content immediately. Until you're ready to launch the new communication site experience, you can change the home page back to the former page.+- A new modern page is created in the site and set as the home page. To see the changes, open the site in a new tab . +- Any user that has access to the site sees the new home page with the default web parts and content immediately. Until you're ready to launch the new communication site experience, you can change the home page back to the former page. - Full width pages with horizontal navigation are available. (The top navigation from classic view is hidden, but can be seen on classic pages like the site settings page.) You can now [customize the navigation](https://support.office.com/article/Customize-the-navigation-on-your-SharePoint-site-3cd61ae7-a9ed-4e1e-bf6d-4655f0bf25ca) on this site. - [Custom script](allow-or-prevent-custom-script.md) isn't allowed on the site. - Minor versioning on the Site Pages library is enabled. [Learn more about versioning](https://support.microsoft.com/office/0f6cd105-974f-44a4-aadb-43ac5bdfd247) A SharePoint [communication site](https://support.office.com/en-us/article/94a33 - The SharePoint lists and libraries experience isn't changed. - Any content types enabled in the site aren't changed. - If the classic site collection had subsites, they aren't changed.-- If you intend to launch this site as a high traffic portal experience or share the site with a large number of users, make sure to follow the [portal launch guidelines](portal-health.md).+- If you plan to launch this site as a high traffic portal or share the site with a large number of users, make sure to follow the [portal launch guidelines](portal-health.md). ## Run the PowerShell cmdlet For more info about this cmdlet, see [Enable-SPOCommSite](/powershell/module/sha **Will this cmdlet change all my classic sites?** -- No. The cmdlet can be run on one site at time.+- No. The cmdlet can be run on one site at time. **Will this cmdlet change the site template?** -- No. The cmdlet enables communication site features, but the site still has the STS#0 site template. The site will continue to appear as "Team site (classic experience)" in the <a href="https://go.microsoft.com/fwlink/?linkid=2185219" target="_blank">SharePoint admin center</a>.+- No. The cmdlet enables communication site features, but the site still has the STS#0 site template. The site continues to appear as "Team site (classic experience)" in the <a href="https://go.microsoft.com/fwlink/?linkid=2185219" target="_blank">SharePoint admin center</a>. **Why can't I use this cmdlet on publishing sites?** |
| SharePoint | Notifications | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/notifications.md | Last updated 03/01/2021 Title: "Control notifications in the SharePoint mobile app" --++ audience: Admin f1.keywords: |
| SharePoint | Onboard Employees | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/onboard-employees.md | Last updated 09/23/2021 Title: Onboard new employees into your organization --++ recommendations: true audience: Admin |
| SharePoint | Onedrive Office Hours | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/onedrive-office-hours.md | Title: Microsoft OneDrive customer office hours --++ audience: Admin f1.keywords: |
| SharePoint | Open Term Store Management Tool | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/open-term-store-management-tool.md | Last updated 07/23/2018 Title: "Open the Term Store Management Tool" --++ recommendations: true audience: Admin |
| SharePoint | Organization Assets Library | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/organization-assets-library.md | Last updated 05/22/2019 Title: "Create an organization assets library" --++ recommendations: true audience: Admin |
| SharePoint | Organization News Site | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/organization-news-site.md | Last updated 05/22/2019 Title: "Create an organization news site"--++ recommendations: true audience: Admin |
| SharePoint | Override Default Search Center | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/override-default-search-center.md | Title: "Specify search settings for a site collection or a site" --++ recommendations: true Last updated 6/21/2018 |
| SharePoint | Overview Of Search | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/overview-of-search.md | Title: "Overview of search in SharePoint" --++ recommendations: true Last updated 6/20/2018 |
| SharePoint | Overview Sss | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/overview-sss.md | Last updated 09/09/2020 Title: Introduction to the SharePoint Success Site --++ recommendations: true audience: Admin |
| SharePoint | Plan Communication Strategy | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/plan-communication-strategy.md | Last updated 07/26/2021 Title: "Plan your communication strategy" --++ recommendations: true audience: Admin |
| SharePoint | Search Box Web Part | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/search-box-web-part.md | Title: "Change settings for the Search Box Web Part" --++ recommendations: true Last updated 6/19/2018 |
| SharePoint | Search Limits | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/search-limits.md | Last updated 07/11/2018 Title: "Search limits for SharePoint" -+ recommendations: true audience: End User |
| SharePoint | Search Navigation Web Part | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/search-navigation-web-part.md | Title: "Change settings for the Search Navigation Web Part" --++ recommendations: true Last updated 6/29/2018 |
| SharePoint | Security Considerations Of Allowing Custom Script | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/security-considerations-of-allowing-custom-script.md | Title: "Security considerations of allowing custom script" --++ recommendations: true Last updated 6/15/2017 |
| SharePoint | Sensitive By Default | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/sensitive-by-default.md | Last updated 01/17/2020 Title: "Prevent guest access to files while DLP rules are applied" --++ recommendations: true audience: Admin |
| SharePoint | Set Crawl Log Permissions | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/set-crawl-log-permissions.md | Last updated 07/11/2018 Title: "Crawl log permissions" --++ recommendations: true audience: Admin |
| SharePoint | Set Default Storage Space | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/set-default-storage-space.md | Last updated 10/23/2023 Title: "Set the default storage space for OneDrive users" --++ audience: Admin f1.keywords: |
| SharePoint | Set Up New Group For Term Sets | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/set-up-new-group-for-term-sets.md | Last updated 07/11/2018 Title: "Set up a new group for term sets" --++ recommendations: true audience: End User |
| SharePoint | Set Up New Term Set | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/set-up-new-term-set.md | Last updated 07/11/2018 Title: "Set up a new term set" --++ recommendations: true audience: Admin |
| SharePoint | Set Up Site Design Hub Site | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/set-up-site-design-hub-site.md | Last updated 08/20/2018 Title: "Set up a site template for your hub site" --++ recommendations: true audience: Admin |
| SharePoint | Setup Wizard | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/setup-wizard.md | Title: Set up SharePoint and OneDrive in Microsoft 365 with a step-by-step guide Last updated 06/23/2023 --++ recommendations: true audience: Admin |
| SharePoint | Shareable Links Anyone Specific People Organization | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/shareable-links-anyone-specific-people-organization.md | Last updated 08/07/2023 Title: How shareable links work in OneDrive and SharePoint in Microsoft 365 --++ recommendations: true audience: Admin |
| SharePoint | Sharepoint Admin Role | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/sharepoint-admin-role.md | Last updated 08/02/2023 Title: "About the SharePoint Administrator role in Microsoft 365" --++ recommendations: true audience: Admin |
| SharePoint | Sharepoint Azureb2b Integration | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/sharepoint-azureb2b-integration.md | Last updated 06/11/2019 Title: Microsoft Entra B2B integration for SharePoint & OneDrive --++ recommendations: true audience: Admin |
| SharePoint | Sharepoint Onedrive Error Message | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/sharepoint-onedrive-error-message.md | Last updated 02/27/2019 Title: "Sharing errors in SharePoint and OneDrive" --++ recommendations: true audience: Admin |
| SharePoint | Sharepoint Sync | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/sharepoint-sync.md | Last updated 06/20/2023 Title: Sync in SharePoint and OneDrive --++ recommendations: true audience: Admin |
| SharePoint | Sharepoint View In Edge | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/sharepoint-view-in-edge.md | Last updated 09/08/2021 Title: "View SharePoint files with File Explorer in Microsoft Edge" --++ recommendations: true audience: Admin search.appverid: - BSA160 - GSP150 - MET150-description: "Learn about SharePoint view in File Explorer for Edge." +description: "Learn about SharePoint view in File Explorer for Microsoft Edge." # View SharePoint files with File Explorer in Microsoft Edge Last year, we announced that Microsoft 365 apps and services would no longer support Internet Explorer 11 (IE 11). As a result, we no longer recommend View in File Explorer and encourage using the OneDrive sync client. The OneDrive sync client provides [Files On-Demand](https://support.office.com/article/0e6860d3-d9f3-4971-b321-7092438fb38e), which allows you to access all your files in SharePoint without using up local storage space. For info about using OneDrive to sync SharePoint files, visit [SharePoint file sync](sharepoint-sync.md). -By default, the View in File Explorer menu option will not be visible to you or users in the SharePoint modern document library interface. In certain cases, organizations may still need to use View in File Explorer to access modern document libraries. Starting in Microsoft Edge Stable version 93, you can enable the View in File Explorer capability on SharePoint for modern document libraries. +By default, the View in File Explorer menu option won't be visible to you or users in the SharePoint modern document library interface. In certain cases, organizations may still need to use View in File Explorer to access modern document libraries. Starting in Microsoft Edge Stable version 93, you can enable the View in File Explorer capability on SharePoint for modern document libraries. -## Configure View in File Explorer with Edge +## Configure View in File Explorer with Microsoft Edge Follow the steps below to use View in File Explorer in Microsoft Edge: Use the options below to enable View in File Explorer using group policy or Intu Configure Microsoft Edge policy settings by following the steps at [Configure Microsoft Edge policy settings with Microsoft Intune](/deployedge/configure-edge-with-intune). -5. Verify the policy has been enabled by opening Microsoft Edge and navigating to Edge://policy/. +5. Verify the policy has been enabled by opening Microsoft Edge and navigating to **Microsoft Edge://policy/**. :::image type="content" source="media/microsoft-edge-policy.png" alt-text="Snapshot of Microsoft Edge Policies page "::: You can verify that the policy has been applied by navigating to **edge://policy **The error message _This policy is blocked - its value will be ignored_ appeared while checking to see if the policy was applied via edge://policy. What's wrong?** -This error will occur when you attempt to apply this policy to a non-domain joined device. Currently, the ConfigureViewInFileExplorer policy can only be applied to Windows instances that are joined to a Microsoft Active Directory domain, Windows 10 Pro, or Enterprise instances enrolled for device management. +This error occurs when you attempt to apply this policy to a nondomain joined device. Currently, the ConfigureViewInFileExplorer policy can only be applied to Windows instances that are joined to a Microsoft Active Directory domain, Windows 10 Pro, or Enterprise instances enrolled for device management. :::image type="content" source="media/edge-error.png" lightbox="media/edge-error.png" alt-text="User interface of the 'This policy is blocked - its value will be ignored' error message."::: **What happens if I have the policy applied without the tenant setting enabled?** -If you don't enable ViewInFileExplorerEnabled via [Set-SPOTenant](/powershell/module/sharepoint-online/set-spotenant?view=sharepoint-ps&preserve-view=true), the View in File Explorer button will not appear in the interface of the SharePoint site. +If you don't enable ViewInFileExplorerEnabled via [Set-SPOTenant](/powershell/module/sharepoint-online/set-spotenant?view=sharepoint-ps&preserve-view=true), the View in File Explorer button won't appear in the interface of the SharePoint site. **What happens if the tenant setting is enabled without the Edge policy applied?** -If you have enabled ViewInFileExplorerEnabled, you may see the View In File Explorer button appear in your SharePoint library, however, clicking the button will result in a blank screen. +If you have enabled ViewInFileExplorerEnabled, you may see the View In File Explorer button appear in your SharePoint library, however, clicking the button results in a blank screen. :::image type="content" source="media/edgepolicy-blank-screen.png" alt-text="Blank screen that appears when the tenant setting is enabled without the policy applied."::: **When running Set-SPOTenant -ViewInFileExplorerEnabled $True I received the error "The requested operation is part of an experimental feature that is not supported in the current environment". What's wrong?** -You may receive this error if this functionality is not supported in your current environment. We are still rolling out functionality to all Production environments and will update this article once worldwide rollout has been completed. +You may receive this error if this functionality isn't supported in your current environment. We're still rolling out functionality to all Production environments and will update this article once worldwide rollout has been completed. ## Learn More |
| SharePoint | Sharepoint_Page Recommendations | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/sharepoint_page-recommendations.md | Last updated 12/19/2019 Title: "How SharePoint page recommendations are generated" --++ recommendations: true audience: Admin -description: "Learn how page recommendations are determined" +description: "Learn how page recommendations are determined." # How SharePoint page recommendations work-SharePoint recommendations on modern pages help you and your users discover pages and news in your organization. At the bottom of news posts and pages, you'll see recommendations especially for you or your users. Recommendations show below the heading **You may also be interested in**. +SharePoint recommendations on modern pages help you and your users discover pages and news in your organization. At the bottom of news posts and pages, you see recommendations especially for you or your users. Recommendations show below the heading **You may also be interested in**.  > [!NOTE] > This feature is in an early release phase, and is not yet available to all users. -Recommendations are shown on all newly-created pages and news posts by default. +Recommendations are shown on all newly created pages and news posts by default. ## How are recommendations determined for each user? The recommendations that users see on their pages are based on what their colleagues have read next; what is popular with their colleagues; and what is popular on the site. Only pages and posts that users have access to are shown. -Here is a diagram that shows how recommendations are determined in more detail (scroll down for a text version of this diagram): +Here's a diagram that shows how recommendations are determined in more detail (scroll down for a text version of this diagram):  In the article linked above, you'll learn the three different ways to hide or di Recommendations can't be disabled for an entire tenant. -## How are recommendations determined for each user? (text version) +## How are recommendations determined for each user? (Text version) This is a text version of the diagram above. When a user arrives on a page or news post, SharePoint finds the people who also **Relevant users are determined** From the list of people who viewed the page or news post recently, SharePoint determines which of these are most relevant to the current viewer. The determination is made based on: - People who work with the user frequently-- People who are within the direct management chain in Microsoft Entra ID. If Microsoft Entra ID is not set up, this factor will not be used.+- People who are within the direct management chain in Microsoft Entra ID. If Microsoft Entra ID isn't set up, this factor won't be used. **Machine learning ranks content** -The machine learning model ranks content that relevant users have consumed according to a variety of attributes, such as whether the content was viewed in the last 7 days, how many viewers it has had, and so on. -Content that the user hasnΓÇÖt seen within the previous 7 days is ranked higher than other content. -Additionally, the user will see only content that they have access to +The machine learning model ranks content that relevant users have consumed according to various attributes, such as whether the content was viewed in the last seven days, how many viewers it has had, and so on. +Content that the user hasnΓÇÖt seen within the previous seven days is ranked higher than other content. +Additionally, the user sees only content that they have access to Then, ranking is based on the following priority order: -**People read next**. This is content that is viewed immediately after the page by the highest number of relevant users. It is displayed as the first two recommendations. +**People read next**. This is content that is viewed immediately after the page by the highest number of relevant users. It's displayed as the first two recommendations. -**Popular with your colleagues**. This is content that has had at least 3 viewers in the previous 7 days. +**Popular with your colleagues**. This is content that has had at least three viewers in the previous seven days. **Popular on this site**. This factor is used only if an item is from the same site. |
| SharePoint | Show Relevant Search Results | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/show-relevant-search-results.md | Last updated 07/11/2018 Title: "Show the right search results" --++ recommendations: true audience: Admin |
| SharePoint | Sign Out Inactive Users | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/sign-out-inactive-users.md | Title: "Sign out inactive users" recommendations: true--++ audience: Admin f1.keywords: - CSH |
| SharePoint | Site Collections Page | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/site-collections-page.md | Title: "Find site collection features in the new SharePoint admin center" recommendations: true--++ audience: Admin f1.keywords: - CSH |
| SharePoint | Site Permissions | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/site-permissions.md | Last updated 06/12/2023 Title: "Admin center site permissions reference" --++ recommendations: true audience: Admin |
| SharePoint | Sites Usage Guidelines | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/sites-usage-guidelines.md | Last updated 05/13/2019 Title: Create guidelines for site usage description: Checklist to help guide users to create their SharePoint site usage guidance.-+ audience: admin recommendations: true na f1.keywords: - NOCSH -+ localization_priority: None # Create guidelines for site usage -Using the steps below as a template, create your own custom guidance for SharePoint site owners on how sites are set up and managed in your organization. Each section provides guidance about what to include, sample text to help you get started, and links to resources to learn more about each area. +Using the following steps as a template, create your own custom guidance for SharePoint site owners on how sites are set up and managed in your organization. Each section provides guidance about what to include, sample text to help you get started, and links to resources to learn more about each area. [Download the PDF](https://download.microsoft.com/download/f/8/8/f889e9fe-02c5-40f7-b52d-987f1344b71e/Sites-Usage-Guidelines-template.pdf) Using the steps below as a template, create your own custom guidance for SharePo - Provide a short introduction to frame your guidelines. If you have broader business or digital resource use policy, link to it if it applies to SharePoint sites as well. **Sample text:**</br>-*A SharePoint site is designed to be a powerful tool for team collaboration and communication. [enter your IT/productivity service org] administers the Microsoft 365 service your site is built on. The goal is to make it easy to accomplish your business goals.*</br> +*A SharePoint site is designed to be a powerful tool for team collaboration and communication. [Enter your IT/productivity service org] administers the Microsoft 365 service your site is built on. The goal is to make it easy to accomplish your business goals.*</br> Using the steps below as a template, create your own custom guidance for SharePo **Sample text:**</br> *Here are some things to keep in mind as you work with your SharePoint sites. Refer to [**insert your organization's name**] business resource use policy. These policies apply to all SharePoint site usage.* - + ##  Guidelines for creating your site **Guidance:**</br>+ - Provide basic procedural guidance. How does someone get a SharePoint site? It may be via the "Create site" link on the SharePoint start page or you may have a unique provisioning process for your organization. - If you have specific site templates that you want your site owners to select when they create their own sites, include that info in this section.</br> - Include information on custom provisioning solutions.</br>-- Are there any ownership or site classification requirements your organization has implemented? </br>+- Are there any ownership or site classification requirements your organization implements? </br> - When you set up your site, it's important to select the appropriate site classification level. Include references or links to your organization's data classification guidelines.</br> **Resources:**</br> Using the steps below as a template, create your own custom guidance for SharePo **Resources:**</br> - [Manage site creation](manage-site-creation.md) - [SharePoint site theming overview](/sharepoint/dev/declarative-customization/site-theming/sharepoint-site-theming-overview)-- [Plan customizations, solutions and apps for SharePoint](extend-and-develop.md)+- [Plan customizations, solutions, and apps for SharePoint](extend-and-develop.md) **Sample text:**</br>-*It's important that your site meet your business needs. If you need to create a custom add-in or deploy a resource-intensive app, work with our internal team. For more information, contact [**insert information on how to contact your IT team**].* +*It's important that your site meets your business needs. If you need to create a custom add-in or deploy a resource-intensive app, work with our internal team. For more information, contact [**insert information on how to contact your IT team**].* ##  Sharing guidelines Using the steps below as a template, create your own custom guidance for SharePo **Sample text:** </br> *Your site and its contents can be shared internally within our organization or externally with your customers or partners.* -*As site owner, you will receive access requests when someone shares your site. You can approve or decline any requests sent to you.* +*As site owner, you receive access requests when someone shares your site. You can approve or decline any requests sent to you.* ##  Capacity guidelines Using the steps below as a template, create your own custom guidance for SharePo ##  Managing access **Guidance:**</br>-- Provide detailed information on site access. What are your processes and policies for managing site access? What level of control do your site owners have? If you manage access on behalf of your site owners, let them know that you will be reviewing site permissions regularly to keep them in line with your organization's policies. Explain how you will communicate changes to permissions to them.+- Provide detailed information on site access. What are your processes and policies for managing site access? What level of control do your site owners have? If you manage access on behalf of your site owners, let them know that you're reviewing site permissions regularly to keep them in line with your organization's policies. Explain how you communicate changes to permissions to them. **Resources:** </br> - [Secure SharePoint Sites and Files](/microsoft-365/security/office-365-security/sharepoint-file-access-policies) **Sample text:** </br>-*Plan to review your site's permissions on a regular basis and set the level of access appropriately.* +*Plan to review your site's permissions regularly and set the level of access appropriately.* ##  Site lifecycle policy **Guidance:**</br>-- Provide your organization's lifecycle policy for sites. Does your organization set site expirations automatically or with a managed process? Do you set Microsoft 365 Group expiration policies that impact SharePoint team sites? Let your site owners know when their site will expire, how they will be notified, what will happen and what they need to do to extend their site.+- Provide your organization's lifecycle policy for sites. Does your organization set site expirations automatically or with a managed process? Do you set Microsoft 365 Group expiration policies that impact SharePoint team sites? Let your site owners know when their site will expire, how they are notified, what will happen and what they need to do to extend their site. - Setting this policy requires Microsoft 365 Global Administrator permissions. - Does your organization take extra measures related to site backup and restore? Let your site owners know how long the backup is available and if needed, how to get a site restored. |
| SharePoint | Specify Default Search Center | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/specify-default-search-center.md | Last updated 07/11/2018 Title: "Search Center settings" --++ recommendations: true audience: Admin |
| SharePoint | Support For Organization Fonts In Powerpoint For The Web | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointOnline/support-for-organization-fonts-in-powerpoint-for-the-web.md | Title: "Support for organization fonts in PowerPoint for the web" --++ recommendations: true Last updated 01/31/2022 |
| SharePoint | Install And Configure Workflow For Sharepoint Server | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointServer/governance/install-and-configure-workflow-for-sharepoint-server.md | description: "Learn how to install and configure workflow in SharePoint Server." [!INCLUDE[appliesto-2013-2016-2019-SUB-xxx-md](../includes/appliesto-2013-2016-2019-SUB-xxx-md.md)] This article contains the information and procedures required to configure SharePoint Workflow Manager (SPWFM) for SharePoint Server.- > [!NOTE] >There are two separate workflow engine products that power the SharePoint 2013 Workflow platform: Microsoft Workflow Manager ("Classic WFM") and SharePoint Workflow Manager (SPWFM). Microsoft Workflow Manager is no longer available to be installed, whereas SharePoint Workflow Manager has been released to replace it. Hence, the instructions outlined in this document explain how to install SharePoint Workflow Manager. -> [!IMPORTANT] -> The steps in this article apply to SharePoint Server. The SharePoint 2013 Workflow platform is not supported in SharePoint Foundation 2013. - -> [!NOTE] -> You can watch a video series that walks through the process of installing and configuring the SharePoint 2013 Workflow platform. To view the videos, see [Video series: Install and configure Workflow in SharePoint Server 2013](video-series-install-and-configure-workflow-in-sharepoint-server-2013.md). --Learn about [Workflows for SharePoint in Microsoft 365](../../SharePointOnline/extend-and-develop.md). + ## Overview <a name="section1"> </a> The only platform available when you first install SharePoint Server is the Shar |**SharePoint 2010 Workflow** <br/> |Windows Workflow Foundation 3 <br/> |Installs automatically with SharePoint Server. <br/> | |**SharePoint 2013 Workflow** <br/> |Windows Workflow Foundation 4 <br/> |Requires SharePoint Workflow Manager or Microsoft Workflow Manager, and SharePoint Server. <br/> | |**SharePoint 2013 Workflow - Project Server** <br/> |Windows Workflow Foundation 4 <br/> |Requires SharePoint Workflow Manager or Microsoft Workflow Manager, and Project server. <br/> |- > [!NOTE] > SharePoint Workflow Manager must be downloaded and installed separately from SharePoint Server. It does not install automatically when you install SharePoint Server. ## New installation of SharePoint Workflow Manager SharePoint Workflow Manager may be installed on the same servers as SharePoint or on separate, dedicated servers. It's recommended that SharePoint Workflow Manager is installed on its own dedicated servers for performance and reliability reasons. - > [!NOTE] > SharePoint Workflow Manager is supported in farms having an odd number of hosts, for example, 1, 3, or 5. A farm with 2 or 4 SharePoint Workflow Manager hosts is not supported. ### Prerequisites -SharePoint Workflow Manager requires the server role of Web Server (IIS). If you're installing SharePoint Workflow Manager on a server without the IIS server role installed, the Workflow Manager Configuration Wizard fails with messages like *Could not load file or assembly 'Microsoft.Web.Administration'*. Apart from the features that are installed by default, the SharePoint Workflow Manager work requires the following IIS features: +SharePoint Workflow Manager requires the server role of Web Server (IIS). If you're installing SharePoint Workflow Manager on a server without the IIS server role installed, the Workflow Manager Configuration Wizard fails with a message like *Could not load file or assembly 'Microsoft.Web.Administration'*. In addition to the features that are installed by default with the Web Server role, SharePoint Workflow Manager requires the following Web Server features: - Windows Authentication (under Security) - .NET Extensibility 4.7 (under Application Development) - ASP.NET 4.7 (under Application Development) -SharePoint Workflow Manager might not be installed and configured correctly with only RODC (read-only domain controller) provided in the network environment as it requires RWDC (read/write DC, full DC). -+> [!NOTE] +> SharePoint Workflow Manager may not be installed and configured correctly with only RODCs (read-only domain controllers) available in the network environment. It requires a RWDC (read/write domain controller). SharePoint Workflow Manager requires Azure Service Fabric, which must be installed before you run SharePoint Workflow Manager setup. If the Azure Service Fabric Runtime isn't already installed, follow these steps below to install it: 1. The minimum version of Azure Service Fabric Runtime supported by SharePoint Workflow Manager is 9.1.1583.9590, and you can download it from [Azure Service Fabric Runtime](https://download.microsoft.com/download/b/8/a/b8a2fb98-0ec1-41e5-be98-9d8b5abf7856/MicrosoftServiceFabric.9.1.1583.9590.exe). Or you can find and download any higher version of its Windows Installer from [here](/azure/service-fabric/service-fabric-get-started#install-the-sdk-and-tools). SharePoint Workflow Manager requires Azure Service Fabric, which must be install `.\MicrosoftServiceFabric.9.1.1583.9590.exe /accepteula` 3. To verify the Azure Service Fabric is installed, you should be able to find it in the Programs and Features of the Control Panel.- > [!NOTE]-> SharePoint Workflow Manager supports the version 9.1 CU2 (9.1.1583.9590) of Azure Service Fabric and [higher versions](/azure/service-fabric/service-fabric-versions). If **Windows Fabric** is already installed on your machine, you must uninstall it before installing Azure Service Fabric. -> -> ItΓÇÖs been reported that Azure Service Fabric might generate a large amount of logs squeezing the disk space regardless of the SharePoint Workflow Manager workload, and you can identify it under the `%ProgramData%\Microsoft Service Fabric\Log\Traces`. But you can't control the log size through the [cluster configuration](/azure/service-fabric/service-fabric-cluster-fabric-settings#diagnostics), with only Azure Service Fabric Runtime installed. You might need to delete expired logs manually, or for example, create a periodic task through the Windows Task Scheduler to do it. -+> SharePoint Workflow Manager supports the version 9.1 CU2 (9.1.1583.9590) of Azure Service Fabric and [higher versions](/azure/service-fabric/service-fabric-versions). +> +> If **Windows Fabric** is already installed on your machine, you must uninstall it before installing Azure Service Fabric. +> +> ItΓÇÖs been reported that Azure Service Fabric might generate a large number of logs, reducing the disk space. This can occur regardless of the SharePoint Workflow Manager workload. You can identify this issue by looking at the files generated in the `%ProgramData%\Microsoft Service Fabric\Log\Traces` directory. You can't control the log size through the [cluster configuration](/azure/service-fabric/service-fabric-cluster-fabric-settings#diagnostics), with only Azure Service Fabric Runtime installed. You might need to delete expired logs manually, or for example, create a periodic task through the Windows Task Scheduler to do it. ### Install SharePoint Workflow Manager SharePoint Workflow Manager and SharePoint Workflow Manager Client can be downloaded from [here](https://www.microsoft.com/download/details.aspx?id=104867). The system requirements can be found on that page as well. -Install both SharePoint Workflow Manager and SharePoint Workflow Manager Client on all servers in the Workflow Manager farm. Install only the SharePoint Workflow Manager Client on all servers in the SharePoint Server farm. +Install **both** SharePoint Workflow Manager and SharePoint Workflow Manager Client on all servers in the **Workflow Manager** farm. +Install **only** the SharePoint Workflow Manager **Client** on all servers in the **SharePoint Server** farm. > [!NOTE] > Though it is supported to install SharePoint Workflow Manager on servers running SharePoint Server, it is recommended that SharePoint Workflow Manager is installed on its own dedicated servers for performance and reliability reasons. ### Configure SharePoint Workflow Manager farm -To create a SharePoint Workflow Manager farm and join your servers to the farm, you can configure SharePoint Workflow Manager through the Workflow Manager Configuration Wizard, see [Video series Install and configure Workflow](/SharePoint/governance/video-series-install-and-configure-workflow-in-sharepoint-server-2013#episode-3-install-and-configure-workflow-manager). +To create a SharePoint Workflow Manager farm and join your servers to the farm, you can configure SharePoint Workflow Manager through the Workflow Manager Configuration Wizard. +Logon to the SharePoint Workflow Manager server, click on ΓÇ£Workflow Manager ConfigurationΓÇ¥ and click on ΓÇ£Configure Workflow Manager with Default settingsΓÇ¥ or ΓÇ£Configure Workflow Manager with Custom SettingsΓÇ¥, depending on the requirements. If you want to use different ports, custom certificates, or custom database names, you'll want to use the "Configure Workflow Manager with Custom Settings" option. ++In this example, we will use the Default Settings option. ++> [!NOTE] +> By default, only HTTPS (TLS / SSL) port 12290 is configured for the Workflow Management site. If you'd like to also allow communication over unencrypted HTTP port 12291, you must select the "Allow Workflow Management over HTTP on this computer" check box. This is a factor when running the Register-SPWorkflowService cmdlet later. +Provide the necessary SQL Server and service account details in the workflow wizard. +++The configuration wizard will provide a summary of your choices before they are committed. + > [!NOTE]-> The SharePoint 2010 Workflow platform installs automatically when you install SharePoint Server. The SharePoint 2013 Workflow platform requires either Microsoft Workflow Manager ("Classic WFM") or SharePoint Workflow Manager (SPWFM) and must be installed separately and then configured to work with your SharePoint Server farm. To function correctly, SharePoint 2013 Workflows require that the App Management Service and Site Subscription Service are provisioned. It is not required to set up a wildcard certificate and DNS registration but both instances need to be running. +> Some of the values are selected for you when you use the ΓÇ£Configure Workflow Manager with Default settingsΓÇ¥ option. If they are not correct for your environment, you may have to start the wizard over and choose ΓÇ£Configure Workflow Manager with Custom SettingsΓÇ¥. ++The configuration wizard should complete successfully. If it fails, please select the "View Log" link, find the problem and correct it before running the wizard again. +++If you are creating a multi-server SharePoint Workflow Manager farm, you must run the workflow configuration wizard on the other nodes and chose the "Join an Existing Workflow Manager Farm" option. +++### Configure App Management and Subscriptions Settings services in the SharePoint farm +The App Management and Subscription Settings services are required in the SharePoint farm for SharePoint 2013-platform workflows to function. +If not already set up in the SharePoint farm, on the SharePoint server, set up App Management and Subscription Settings services, service applications and service application proxies. ++The App Managment service can be created using Central Administration. ++You can use PowerShell to create a Subscription Settings Service application: ++```powershell +$sa = New-SPSubscriptionSettingsServiceApplication -ApplicationPool 'SharePoint Web Services Default' -Name 'Subscriptions Settings Service Application' -DatabaseName 'Subscription' ++New-SPSubscriptionSettingsServiceApplicationProxy -ServiceApplication $sa +``` ### Configure SharePoint Workflow Manager to work with the SharePoint Server farm <a name="section5"> </a> -Consider the following two key factors before configuring SharePoint Workflow Manager to work with SharePoint Server. - -- Is SharePoint Workflow Manager installed on a server that is part of the SharePoint farm?- -- Will communication between SharePoint Workflow Manager and SharePoint Server use **HTTP** or **HTTPS** ? +Consider the following key factors before configuring SharePoint Workflow Manager to work with SharePoint Server. -These factors translate into four scenarios. Each scenario configures a SharePoint Server farm to communicate and function with the SharePoint Workflow Manager farm. Follow the scenario that matches your circumstance. - -|Scenario Number and Description|Scenario Number and Description| -|:--|:--| -|1: SharePoint Workflow Manager is installed on a server that is part of the SharePoint Server farm. Communication takes place by using HTTP. <br/> |2: SharePoint Workflow Manager is installed on a server that is part of the SharePoint Server farm. Communication takes place by using HTTPS. <br/> | -|3: SharePoint Workflow Manager is installed on a server that is NOT part of the SharePoint Server farm. Communication takes place by using HTTP. <br/> |4: SharePoint Workflow Manager is installed on a server that is NOT part of the SharePoint Server farm. Communication takes place by using HTTPS. <br/> | - +- Will communication between SharePoint Workflow Manager and SharePoint Server use **HTTP** or **HTTPS** ? > [!NOTE] > For security reasons, we recommend HTTPS for a production environment. - -**To configure SharePoint Workflow Manager on a server that is part of the SharePoint Server farm and on which communication takes place by using HTTP** - -1. Sign-in to the computer in the SharePoint Server farm where SharePoint Workflow Manager was installed. - -2. Open the SharePoint Management Shell as an administrator by right-clicking the **SharePoint Management Shell** and choosing **Run as administrator**. - -3. Run the **Register-SPWorkflowService** cmdlet. - - **Example**: - - ```powershell - Register-SPWorkflowService -SPSite "http://myserver/mysitecollection" -WorkflowHostUri "http://workflow.example.com:12291" -AllowOAuthHttp - ``` --4. Sign-in to each server in the SharePoint Server farm. - - Each server in the SharePoint Server farm must have the Workflow Manager Client installed. - - > [!NOTE] - > SharePoint Workflow Manager servers need both the SharePoint Workflow Manager and the SharePoint Workflow Manager client software installed. SharePoint servers only need the client installed. - -5. Install the SharePoint Workflow Manager Client on each server in the SharePoint farm. - -**To configure SharePoint Workflow Manager on a server that is part of the SharePoint Server farm and on which communication takes place by using HTTPS** - -1. Determine if you need to install SharePoint Workflow Manager certificates in SharePoint. - - Under some circumstances, you have to obtain and install SharePoint Workflow Manager certificates. If your installation requires that you obtain and install these certificates, you must complete that step before continuing. To learn whether you need to install certificates, and for instructions, see [Install Workflow Manager certificates in SharePoint Server](install-workflow-manager-certificates-in-sharepoint-server.md). - -2. Sign-in to the computer in the SharePoint Server farm where SharePoint Workflow Manager was installed. - -3. Open the SharePoint Management Shell as an administrator by right-clicking the **SharePoint Management Shell** and choosing **Run as administrator**. - -4. Run the **Register-SPWorkflowService** cmdlet. - - **Example**: - - ```powershell - Register-SPWorkflowService -SPSite "https://myserver/mysitecollection" -WorkflowHostUri "https://workflow.example.com:12290" - ``` +**To configure SharePoint Workflow Manager in an environment where communication takes place using HTTP** +> [!NOTE] +> By default, only HTTPS (TLS / SSL) port 12290 is configured for the Workflow Management site. In order to configure the use of HTTP, the "Allow Workflow Management over HTTP on this computer" check box should have been selected when running the ΓÇ£Workflow Manager ConfigurationΓÇ¥ wizard in an earlier step. -5. Sign-in to each server in the SharePoint Server farm. - - Each server in the SharePoint Server farm must have the Workflow Manager Client installed. - - > [!NOTE] - > SharePoint Workflow Manager servers need both the SharePoint Workflow Manager and the SharePoint Workflow Manager client software installed. SharePoint servers only need the client installed. - -6. Install the SharePoint Workflow Manager Client on each server in the SharePoint farm. - -**To configure SharePoint Workflow Manager on a server that is NOT part of the SharePoint Server farm and on which communication takes place by using HTTP** - 1. Sign-in to each server in the SharePoint Server farm.++1. Install the SharePoint Workflow Manager **Client** on each server in the SharePoint farm. + > [!IMPORTANT] + > You must install the SharePoint Workflow Manager Client on each server in the SharePoint farm before you run the Register-SPWorkflowService cmdlet. -2. Install the SharePoint Workflow Manager Client on each server in the SharePoint farm. - - Before you can run the workflow pairing cmdlet, you must install SharePoint Workflow Manager Client on each of the servers in the SharePoint farm. - -3. Open the SharePoint Management Shell as an administrator by right-clicking the **SharePoint Management Shell** command and choosing **Run as administrator**. - -4. Run the **Register-SPWorkflowService** cmdlet. The cmdlet should be run only once and can be run from any of the servers in the SharePoint farm. +3. On one SharePoint server, open the SharePoint Management Shell as an administrator by right-clicking the **SharePoint Management Shell** command and choosing **Run as administrator**. +1. Run the **Register-SPWorkflowService** cmdlet to connect the SharePoint farm with the SharePoint Workflow Manager farm. The cmdlet should be run only once and can be run from any of the servers in the SharePoint farm. + > [!NOTE] + > The value for the -SPSite parameter can be any valid site collection within the SharePoint farm. + > The correct value for the -WorkflowHostUri parameter can be found by running PowerShell `Get-WFFarm | select endpoints` on the SharePoint Workflow Manager server. + **Example**:- ```powershell Register-SPWorkflowService -SPSite "http://myserver/mysitecollection" -WorkflowHostUri "http://workflow.example.com:12291" -AllowOAuthHttp ``` -> [!IMPORTANT] -> You must install the SharePoint Workflow Manager Client on each server in the SharePoint farm before you run the pairing cmdlet. - -**To configure SharePoint Workflow Manager on a server that is NOT part of the SharePoint Server farm and on which communication takes place by using HTTPS** +**To configure SharePoint Workflow Manager in an environment where communication takes place using HTTPS** -1. Determine whether you need to install SharePoint Workflow Manager certificates in SharePoint Server. +1. Determine whether you need to install SharePoint Workflow Manager certificates on the SharePoint servers. - Under some circumstances, you have to obtain and install SharePoint Workflow Manager certificates. If your installation requires that you obtain and install these certificates, you must complete that step before continuing. To learn whether you need to install certificates, and for instructions, see [Install Workflow Manager certificates in SharePoint Server](install-workflow-manager-certificates-in-sharepoint-server.md). + Under some circumstances, you must obtain and install SharePoint Workflow Manager certificates. If your installation requires that you obtain and install these certificates, you must complete that step before continuing. To learn whether you need to install certificates, and for instructions, see [Install Workflow Manager certificates in SharePoint Server](install-workflow-manager-certificates-in-sharepoint-server.md). 2. Sign-in to each server in the SharePoint Server farm. -3. Install the SharePoint Workflow Manager Client on each server in the SharePoint farm. - - Before you can run the workflow pairing cmdlet, you must install SharePoint Workflow Manager Client on each of the servers in the SharePoint farm. +1. Install the SharePoint Workflow Manager **Client** on each server in the SharePoint farm. + > [!IMPORTANT] + > You must install the SharePoint Workflow Manager Client on each server in the SharePoint farm before you run the Register-SPWorkflowService cmdlet. 4. Open the SharePoint Management Shell as an administrator. This is accomplished by right-clicking the **SharePoint Management Shell** command and choosing **Run as administrator**. -5. Run the **Register-SPWorkflowService** cmdlet. - +1. Run the **Register-SPWorkflowService** cmdlet to connect the SharePoint farm with the SharePoint Workflow Manager farm. The cmdlet should be run only once and can be run from any of the servers in the SharePoint farm. + > [!NOTE] + > The value for the -SPSite parameter can be any valid site collection within the SharePoint farm. + > The correct value for the -WorkflowHostUri parameter can be found by running PowerShell `Get-WFFarm | select endpoints` on the SharePoint Workflow Manager server. + **Example**:- ```powershell Register-SPWorkflowService -SPSite "https://myserver/mysitecollection" -WorkflowHostUri "https://workflow.example.com:12290" ``` -> [!IMPORTANT] -> You must install the SharePoint Workflow Manager Client on each server in the SharePoint farm before you run the pairing cmdlet. - ## Upgrade existing Microsoft Workflow Manager -In order to update Microsoft Workflow Manager (Classic WFM) to SharePoint Workflow Manager (SPWFM), SharePoint Workflow Manager can't be placed on top of Microsoft Workflow Manager. Installing this build requires first uninstalling any prior versions of Workflow Manager, Workflow Manager Client, and Service Bus. +Microsoft Workflow Manager cannot be upgraded in-place, and SharePoint Workflow Manager can't be placed on top of Microsoft Workflow Manager. In order to update Microsoft Workflow Manager (Classic WFM) to SharePoint Workflow Manager (SPWFM), you must uninstall any prior versions of Workflow Manager, Workflow Manager Client, and Service Bus. -You can upgrade to SharePoint Workflow Manager from any version of Microsoft Workflow Manager. +> [!NOTE] +> You can upgrade to SharePoint Workflow Manager from any version of Microsoft Workflow Manager. +> Because you are upgrading an existing "Classic WFM" farm to SPWFM, the WFM databases will be reused, and your existing registration and workflows should remain intact. Follow the steps below to uninstall Microsoft Workflow Manager and install SharePoint Workflow -1. Open Workflow Manager Configuration Wizard. -2. Select **Leave Workflow Manager Farm**. -3. Confirm the subsequent steps until the end. - > [!NOTE] - >Each database used by Workflow Manager and Service Bus will need to be specified when rejoining the farm with SharePoint Workflow Manager. For example, the SQL Server instance and database name for the Workflow Manager farm management database and the Service Bus farm management database. +> [!IMPORTANT] +> Because the upgrade steps require that you disjoin and then rejoin an existing WFM farm, you will need the WFM "Certificate Generation Key", when rejoining. If you are not sure what that key is, and have not documented it somewhere, you may need to [Reset Certificate Generation Key](/SharePoint/governance/reset-certificate-generation-key-sharepoint-workflow-manager) before proceeding. +> You will not be able to join the existing workflow farm without a valid Certificate Generation Key. ++1. Run the Workflow Manager Configuration Wizard. ++1. Select **Leave Workflow Manager Farm**. +1. Confirm the subsequent steps until the end of the wizard. -4. Uninstall Microsoft Workflow Manager, Workflow Manager Client, Service Bus for Windows Server, and Windows Fabric if they're installed. You can uninstall them from the Control Panel. If Windows Fabric is installed, ensure you install Azure Service Fabric after uninstalling Windows Fabric. -5. If the folder *%ProgramFiles%\Workflow Manager\1.0* already exists, you must manually remove it for the next steps to succeed. -6. Install SharePoint Workflow Manager and SharePoint Workflow Manager Client. -7. If there's more than one server in your Workflow Manager farm, repeat the previous steps on all farm servers. -8. Run the Workflow Manager Configuration Wizard and rejoin the previous farm with the databases you noted in the previous steps on all servers in your Workflow Manager farm. +1. Repeat this step on every Microsoft Workflow Manager server in the workflow farm. > [!NOTE]- >There is no need to delete the existing Workflow Service Application Proxy, and there is no need to re-register SPWorkflowService. If you encounter the invalidity of the Certificate Generation Key for SharePoint Workflow Manager and Service Bus, you may reset it, see [Reset Certificate Generation Key](/SharePoint/governance/reset-certificate-generation-key-sharepoint-workflow-manager). + > Each database used by Workflow Manager and Service Bus will need to be specified when rejoining the farm with SharePoint Workflow Manager. For example, the SQL Server instance and database name for the Workflow Manager farm management database and the Service Bus farm management database. +1. Uninstall Microsoft Workflow Manager, Workflow Manager Client, Service Bus for Windows Server, and Windows Fabric if they're installed. You can uninstall them from the Control Panel. If Windows Fabric is installed, ensure you install Azure Service Fabric after uninstalling Windows Fabric. + > [!IMPORTANT] + > If you are installing SharePoint Workflow Manager on a SharePoint server, you may see both "Windows Fabric" and "AppFabric 1.1 for Windows Server" installed. Be sure to only uninstall Windows Fabric. **Do not uninstall AppFabric 1.1**. It is a different service, and is required for SharePoint Distributed Cache. +1. If the folders "*%ProgramFiles%\Workflow Manager\1.0"* or *"%Program Files%\Service Bus\1.0"* already exist, you must manually remove them for the next steps to succeed. ++1. Reboot the SharePoint Workflow Manager server. ++1. If it's not already installed, use the steps from the [Prerequisites section above](/SharePoint/governance/install-and-configure-workflow-for-sharepoint-server#prerequisites) to install Azure Service Fabric. ++1. Install SharePoint Workflow Manager and SharePoint Workflow Manager Client. SharePoint Workflow Manager and SharePoint Workflow Manager Client can be downloaded from [here](https://www.microsoft.com/download/details.aspx?id=104867). The system requirements can be found on that page as well. -9. Rerun the Workflow Manager Configuration Wizard, select **Upgrade Workflow Manager Farm**, and confirm subsequent steps until the end. +1. Run the Workflow Manager Configuration Wizard and choose the "Join an Existing Workflow Manager Farm" to rejoin the previous farm. Use the database, service account, and Certificate Generation Key information used in the previous "Classic WFM" farm. + > [!NOTE] + > When upgrading, there is typically no need to delete the existing Workflow Service Application Proxy and reconnect using the Register-SPWorkflowService cmdlet. If you encounter the invalidity of the Certificate Generation Key for SharePoint Workflow Manager and Service Bus, you may need to reset it, see [Reset Certificate Generation Key](/SharePoint/governance/reset-certificate-generation-key-sharepoint-workflow-manager). +1. Rerun the Workflow Manager Configuration Wizard, select **Upgrade Workflow Manager Farm**, and confirm subsequent steps until the end. > [!NOTE] > This step should be run on all servers in the SharePoint Workflow Manager farm.- > The "Upgrade Workflow Manager Farm" option is always presented in the Workflow Manager Configuration Wizard, whether an upgrade is required or not. There's no harm in running it multiple times. + > The "Upgrade Workflow Manager Farm" option is always presented in the Workflow Manager Configuration Wizard, whether an upgrade is required or not. There's no harm in running it multiple times, or when there's no upgrade pending. +1. If there's more than one server in your Workflow Manager farm, repeat the previous steps on all workflow farm servers. -10. Install SharePoint Workflow Management Client on each server in the SharePoint Server farm after uninstalling any previous versions. +1. Install the SharePoint Workflow Manager **Client** on each server in the SharePoint Server farm after uninstalling any previous versions. ## Validate the installation <a name="section6"> </a> Follow these steps to validate that you have successfully installed and configur **To validate the installation** -1. Add a user to your SharePoint site, and grant the user Site Designer permissions. -2. Install SharePoint Designer 2013 and create a workflow based on the SharePoint 2013 Workflow platform. For more information, see [Creating a workflow by using SharePoint Designer 2013 and the SharePoint 2013 Workflow platform](/sharepoint/dev/general-development/creating-a-workflow-by-using-sharepoint-designer-and-the-sharepoint-wo). +1. Add a user to your SharePoint site and grant the user Site Designer permissions. +2. Install SharePoint Designer 2013 on a client machine and create a workflow based on the SharePoint 2013 Workflow platform. For more information, see [Creating a workflow by using SharePoint Designer 2013 and the SharePoint 2013 Workflow platform](/sharepoint/dev/general-development/creating-a-workflow-by-using-sharepoint-designer-and-the-sharepoint-wo). 3. Run this workflow from the SharePoint user interface. ## Troubleshooting You can determine which ports SharePoint Server and Workflow Manager are using f  -Sharepoint Workflow Manager communicates by using TCP/IP or Named Pipes. Ensure that the appropriate communication protocol is enabled on the SQL Server instance that hosts the SharePoint Workflow Manager databases. - +SharePoint Workflow Manager communicates by using TCP/IP or Named Pipes. Ensure that the appropriate communication protocol is enabled on the SQL Server instance that hosts the SharePoint Workflow Manager databases. + The SQL Browser Service must be running on the SQL Server instance that hosts the Workflow Manager databases. The System Account can't be used to develop a workflow. To troubleshoot SharePoint Server, see [Troubleshooting SharePoint Server](../administration/troubleshoot.md).++ |
| SharePoint | Set Up Oidc Auth In Sharepoint Server With Msaad | https://github.com/MicrosoftDocs/OfficeDocs-SharePoint/commits/public/SharePoint/SharePointServer/security-for-sharepoint-server/set-up-oidc-auth-in-sharepoint-server-with-msaad.md | description: "Learn how to set up OIDC authentication in SharePoint Server with When you configure OpenID Connect (OIDC) with Microsoft Entra ID, you need the following resources: -1. A SharePoint Server Subscription Edition farm +1. A SharePoint Server Subscription Edition (SPSE) farm + 2. Microsoft Entra Global Administrator role of the M365 tenant This article uses the following example values for Microsoft Entra OIDC setup: Perform the following steps to set up OIDC with Microsoft Entra ID: :::image type="content" source="../media/sharepoint-oidc-manifest.png" alt-text="Manifest"::: -9. Get OIDC authentication information from OIDC discovery endpoint. --In Microsoft Entra ID, there are two versions of OIDC authentication endpoints. Therefore, there are two versions of OIDC discovery endpoints respectively: --- V1.0: `https://login.microsoftonline.com/<TenantID>/.well-known/openid-configuration`-- V2.0: `https://login.microsoftonline.com/<TenantID>/v2.0/.well-known/openid-configuration`--> [!NOTE] -> When using OIDC authentication with SharePoint Server, currently only the V1.0 endpoint is supported. -Replace TenantID with the **Directory (tenant) ID** saved in the third step mentioned previously and connect to the endpoint through your browser. Then, save the following information: --| Value | Link | -||| -| authorization_endpoint | `https://login.microsoftonline.com/<tenantid>/oauth2/authorize` | -| end_session_endpoint | `https://login.microsoftonline.com/<tenantid>/oauth2/logout` | -| issuer | `https://sts.windows.net/<tenantid>/` | -| jwks_uri | `https://login.microsoftonline.com/common/discovery/keys` | --Open jwks_uri (`https://login.microsoftonline.com/common/discovery/keys`) and save all the **x5c** certificate strings for later use in SharePoint setup. -- ## Step 2: Change SharePoint farm properties -In this step, you need to modify the SharePoint Server farm properties based on the version of your SharePoint Server. --> [!Note] -> Start the SharePoint Management Shell as a farm administrator to run the following script. Read the instructions mentioned in the following PowerShell script carefully, and you will need to enter your own environment-specific values in certain places. +In this step, you need to modify the SharePoint Server farm properties based on the version of your SharePoint Server farm. - For more information on configuring SharePoint farm properties for SharePoint Server Subscription Edition Version 24H1, see [Configure SPSE Version 24H1 or higher version](#configure-sharepoint-server-subscription-edition-version-24h1-or-higher-versions). - For more information on configuring SharePoint farm properties for SharePoint Server Subscription Edition Version preceding 24H1, see [Configure SPSE prior to Version 24H1](#configure-sharepoint-server-subscription-edition-prior-to-version-24h1). #### Configure SharePoint Server Subscription Edition Version 24H1 or higher versions -Starting with SharePoint Server Subscription Edition Version 24H1, you can configure SharePoint Server farm properties by employing SharePoint Certificate Management to manage the nonce cookie certificate. The nonce cookie certificate is part of the infrastructure to ensure OIDC authentication tokens are secure. Run the following script to configure: +Starting with SharePoint Server Subscription Edition Version 24H1 (March 2024), you can configure SharePoint Server farm properties by employing SharePoint Certificate Management to manage the nonce cookie certificate. The nonce cookie certificate is part of the infrastructure to ensure OIDC authentication tokens are secure. Run the following script to configure: +> [!Note] +> Start the SharePoint Management Shell as a farm administrator to run the following script. Read the instructions mentioned in the following PowerShell script carefully. You will need to enter your own environment-specific values in certain places. ```powershell # Set up farm properties to work with OIDC $certPassword = ConvertTo-SecureString -String <password> -Force -AsPlainText Export-PfxCertificate -Cert $cert -FilePath $certPath -Password $certPassword $nonceCert = Import-SPCertificate -Path $certPath -Password $certPassword -Store "EndEntity" -Exportable:$true +# Update farm property $farm = Get-SPFarm $farm.UpdateNonceCertificate($nonceCert,$true) ``` #### Configure SharePoint Server Subscription Edition prior to Version 24H1 +Prior to the 24H1 (March 2024) update, the nonce cookie certificate must be managed manually. This includes manually installing it on each server in the farm and setting permissions on the private key. The following PowerShell script can be used to accomplish that. ++> [!Note] +> Start the SharePoint Management Shell as a farm administrator to run the following script. Read the instructions mentioned in the following PowerShell script carefully. You will need to enter your own environment-specific values in certain places. ```powershell # Set up farm properties to work with OIDC $cert = New-SelfSignedCertificate -CertStoreLocation Cert:\LocalMachine\My -Provider 'Microsoft Enhanced RSA and AES Cryptographic Provider' -Subject "CN=SharePoint Cookie Cert" $access_rule = New-Object System.Security.AccessControl.FileSystemAccessRule(<We $permissions.AddAccessRule($access_rule) Set-Acl -Path $path -AclObject $permissions -# Then we update farm properties +# Then update farm properties $farm = Get-SPFarm $farm.Properties['SP-NonceCookieCertificateThumbprint']=$cert.Thumbprint $farm.Properties['SP-NonceCookieHMACSecretKey']='seed' $farm.Update() ```+> [!IMPORTANT] +> The nonce cookie certificate, with private key, must be installed on all SharePoint servers in the farm. Also, permission to the private key must be given to the web application pool service account on each server. Failure to complete this step will result OIDC authentication failures. +> It's recommended to use the PowerShell example above to set permission on the private key file to ensure it's done correctly. ## Step 3: Configure SharePoint to trust the identity provider +In this step, you create a `SPTrustedTokenIssuer` that stores the configuration that SharePoint needs to trust Microsoft Entra OIDC as the OIDC provider. + You can configure SharePoint to trust the identity provider in either of the following ways: -- Configure SharePoint to trust Microsoft Entra ID as the OIDC provider **manually**. - Configure SharePoint to trust Microsoft Entra ID as the OIDC provider by using the **metadata endpoint**.- - By using the metadata endpoint, several parameters you need in 'Configure SharePoint to trust Microsoft Entra ID as the OIDC provider manually' is automatically retrieved by metadata endpoint. + - By using the metadata endpoint, several parameters you need are automatically retrieved from the metadata endpoint. +- Configure SharePoint to trust Microsoft Entra ID as the OIDC provider **manually**. > [!NOTE]-> Follow either the manual configuration steps or the metadata endpoint steps, but not both. +> Follow either the manual configuration steps or the metadata endpoint steps, but not both. +> Using the metadata endpoint is recommended because it simplifies the process. +### Configure SharePoint to trust Microsoft Entra OIDC by using metadata endpoint -### Configure SharePoint to trust Microsoft Entra ID as the OIDC provider manually +SharePoint Server Subscription Edition now supports using the OIDC metadata discovery capability when creating the Trusted Identity Token Issuer. ++In Microsoft Entra ID, there are two versions of OIDC discovery endpoints: -In this step, you create a `SPTrustedTokenIssuer` that stores the configuration that SharePoint needs to trust Microsoft Entra OIDC as the OIDC provider. Start the SharePoint Management Shell as a farm administrator, and run the following script to create it: +- V1.0: `https://login.microsoftonline.com/<TenantID>/.well-known/openid-configuration` +- V2.0: `https://login.microsoftonline.com/<TenantID>/v2.0/.well-known/openid-configuration` ++> [!IMPORTANT] +> Currently, SharePoint Server only supports the v1.0 metadata endpoint when used to create the Trusted Identity Token Issuer. The example PowerShell script below uses the V1.0 endpoint. ++When you use the metadata endpoint provided by the OIDC identity provider, some of the configuration is retrieved from the OIDC provider metadata endpoint directly, including: ++1. Certificate +2. Issuer +3. Authorization Endpoint +4. SignoutURL ++This can simplify the configuration of the OIDC token issuer. ++With the following PowerShell example, we can use metadata endpoint from Microsoft Entra ID to configure SharePoint to trust Microsoft Entra OIDC. > [!NOTE] > Read the instructions mentioned in the following PowerShell script carefully. You will need to enter your own environment-specific values in certain places. For example, replace \<tenantid\> with your own Directory (tenant) ID. ```powershell # Define claim types-# In this example, we're using Email Address as the identity claim. +# In this example, we're using Email Address as the Identity claim. $emailClaimMap = New-SPClaimTypeMapping -IncomingClaimType "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress" -IncomingClaimTypeDisplayName "Email" -SameAsIncoming -# Public key of the AAD OIDC signing certificate. Please replace <x5c cert string> with the encoded cert string which you get from x5c certificate string of the keys of jwks_uri from Step #1 -$encodedCertStrs = @() -$encodedCertStrs += <x5c cert string 1> -$encodedCertStrs += <x5c cert string 2> -... -$certificates = @() -foreach ($encodedCertStr in $encodedCertStrs) { - $certificates += New-Object System.Security.Cryptography.X509Certificates.X509Certificate2 @(,[System.Convert]::FromBase64String($encodedCertStr)) -} --# Set the AAD OIDC URL where users are redirected to authenticate. Please replace <tenantid> accordingly -$authendpointurl = "https://login.microsoftonline.com/<tenantid>/oauth2/authorize" -$registeredissuernameurl = "https://sts.windows.net/<tenantid>/" -$signouturl = "https://login.microsoftonline.com/<tenantid>/oauth2/logout" +# Set the AAD metadata endpoint URL. Please replace <TenantID> with the value saved in step #3 in the Entra ID setup section +$metadataendpointurl = "https://login.microsoftonline.com/<TenantID>/.well-known/openid-configuration" -# Please replace <Application (Client) ID> with the value saved in step #3 in AAD setup section +# Please replace <Application (Client) ID> with the value saved in step #3 in the Entra ID setup section $clientIdentifier = "<Application (Client)ID>" # Create a new SPTrustedIdentityTokenIssuer in SharePoint-New-SPTrustedIdentityTokenIssuer -Name "contoso.local" -Description "contoso.local" -ImportTrustCertificate $certificates -ClaimsMappings emailClaimMap -IdentifierClaim $emailClaimMap.InputClaimType -RegisteredIssuerName $registeredissuernameurl -AuthorizationEndPointUri $authendpointurl -SignOutUrl $signouturl -DefaultClientIdentifier $clientIdentifier -Scope "openid profile" +New-SPTrustedIdentityTokenIssuer -Name "contoso.local" -Description "contoso.local" -ClaimsMappings $emailClaimMap -IdentifierClaim $emailClaimMap.InputClaimType -DefaultClientIdentifier $clientIdentifier -MetadataEndPoint $metadataendpointurl -Scope "openid profile" ``` -Here, `New-SPTrustedIdentityTokenIssuer` PowerShell cmdlet is extended to support OIDC by using the following parameters: - | Parameter | Description | ||-| |Name | Gives a name to the new token issuer. | |Description | Gives a description to the new token issuer. |-|ImportTrustCertificate | Imports a list of X509 Certificates, which is used to validate `id_token` from OIDC identifier. If the OIDC identity provider (IDP) uses more than one certificate to digital sign the `id_token`, import these certificates and SharePoint validates `id_token` by matching the digital signature generated by using these certificates. | +|ImportTrustCertificate | A certificate that is used to validate `id_token` from OIDC identifier. | | ClaimsMappings | A `SPClaimTypeMapping` object, which is used to identify which claim in the `id_token` is regarded as identifier in SharePoint. | | IdentifierClaim | Specifies the type of identifier. |-| RegisteredIssuerName | Specifies the issuer identifier, which issues the `id_token`. It's used to validate the `id_token`. | -| AuthorizationEndPointUrl | Specifies the authorization endpoint of the OIDC identity provider. | -| SignoutUrl | Specifies the sign out endpoint of the OIDC identity provider. | | DefaultClientIdentifier | Specifies the `client_id` of SharePoint server, which is assigned by OIDC identity provider. This is validated against aud claim in `id_token`. |-| ResponseTypesSupported | Specifies the response type of IDP, which is accepted by this token issuer. It can accept two strings: `id_token` and `code id_token`. If this parameter isn't provided, it uses `code id_token` as default. | +| MetadataEndPoint | Specifies the well-known metadata endpoint from OIDC identity provider, which can be used to retrieve latest certificate, issuer, authorization endpoint, and sign out endpoint. | -> [!IMPORTANT] -> The relevant certificate must be added to the SharePoint root authority certificate store: -> -> `New-SPTrustedRootAuthority -Name "AAD OIDC signing root authority" -Certificate $signingCert` +### Configure SharePoint to trust Microsoft Entra ID as the OIDC provider manually -<a name='configure-sharepoint-to-trust-azure-ad-oidc-by-using-metadata-endpoint'></a> +When configuring manually, several additional parameters must be specified. You can retrieve the values from the OIDC discovery endpoint. -### Configure SharePoint to trust Microsoft Entra OIDC by using metadata endpoint +In Microsoft Entra ID, there are two versions of OIDC authentication endpoints. Therefore, there are two versions of OIDC discovery endpoints respectively: ++- V1.0: `https://login.microsoftonline.com/<TenantID>/.well-known/openid-configuration` +- V2.0: `https://login.microsoftonline.com/<TenantID>/v2.0/.well-known/openid-configuration` -SharePoint Server Subscription Edition now supports OIDC metadata discovery capability during configuration. +Replace TenantID with the **Directory (tenant) ID** saved in [Step 1: Setup identity provider](#step-1-setup-identity-provider) and connect to the endpoint through your browser. Then, save the following information: -When you use the metadata endpoint provided by the OIDC identity provider, some of the configuration is retrieved from the OIDC provider metadata endpoint directly, including: +| Value | Link | +||| +| authorization_endpoint | `https://login.microsoftonline.com/<tenantid>/oauth2/authorize` | +| end_session_endpoint | `https://login.microsoftonline.com/<tenantid>/oauth2/logout` | +| issuer | `https://sts.windows.net/<tenantid>/` | +| jwks_uri | `https://login.microsoftonline.com/common/discovery/keys` | -1. Certificate -2. Issuer -3. Authorization Endpoint -4. SignoutURL +Open jwks_uri (`https://login.microsoftonline.com/common/discovery/keys`) and save all the **x5c** certificate strings for later use in SharePoint setup. -This can simplify the configuration of the OIDC token issuer. -With the following PowerShell example, we can use metadata endpoint from Microsoft Entra ID to configure SharePoint to trust Microsoft Entra OIDC. +Start the SharePoint Management Shell as a farm administrator, and after entering the values you obtained above, run the following script to create the Trusted identity Token Issuer: > [!NOTE] > Read the instructions mentioned in the following PowerShell script carefully. You will need to enter your own environment-specific values in certain places. For example, replace \<tenantid\> with your own Directory (tenant) ID. ```powershell # Define claim types-# In this example, we're using Email Address as the Identity claim. +# In this example, we're using Email Address as the identity claim. $emailClaimMap = New-SPClaimTypeMapping -IncomingClaimType "http://schemas.xmlsoap.org/ws/2005/05/identity/claims/emailaddress" -IncomingClaimTypeDisplayName "Email" -SameAsIncoming -# Set the AAD metadata endpoint URL. Please replace <TenantID> with the value saved in step #3 in the Entra ID setup section -$metadataendpointurl = "https://login.microsoftonline.com/<TenantID>/.well-known/openid-configuration" +# Public key of the AAD OIDC signing certificate. Please replace <x5c cert string> with the encoded cert string which you get from x5c certificate string of the keys of jwks_uri from Step #1 +$encodedCertStrs = @() +$encodedCertStrs += <x5c cert string 1> +$encodedCertStrs += <x5c cert string 2> +... +$certificates = @() +foreach ($encodedCertStr in $encodedCertStrs) { + $certificates += New-Object System.Security.Cryptography.X509Certificates.X509Certificate2 @(,[System.Convert]::FromBase64String($encodedCertStr)) +} -# Please replace <Application (Client) ID> with the value saved in step #3 in the Entra ID setup section +# Set the AAD OIDC URL where users are redirected to authenticate. Please replace <tenantid> accordingly +$authendpointurl = "https://login.microsoftonline.com/<tenantid>/oauth2/authorize" +$registeredissuernameurl = "https://sts.windows.net/<tenantid>/" +$signouturl = "https://login.microsoftonline.com/<tenantid>/oauth2/logout" ++# Please replace <Application (Client) ID> with the value saved in step #3 in AAD setup section $clientIdentifier = "<Application (Client)ID>" # Create a new SPTrustedIdentityTokenIssuer in SharePoint-New-SPTrustedIdentityTokenIssuer -Name "contoso.local" -Description "contoso.local" -ClaimsMappings $emailClaimMap -IdentifierClaim $emailClaimMap.InputClaimType -DefaultClientIdentifier $clientIdentifier -MetadataEndPoint $metadataendpointurl -Scope "openid profile" +New-SPTrustedIdentityTokenIssuer -Name "contoso.local" -Description "contoso.local" -ImportTrustCertificate $certificates -ClaimsMappings emailClaimMap -IdentifierClaim $emailClaimMap.InputClaimType -RegisteredIssuerName $registeredissuernameurl -AuthorizationEndPointUri $authendpointurl -SignOutUrl $signouturl -DefaultClientIdentifier $clientIdentifier -Scope "openid profile" ``` +Here, `New-SPTrustedIdentityTokenIssuer` PowerShell cmdlet is extended to support OIDC by using the following parameters: + | Parameter | Description | ||-| |Name | Gives a name to the new token issuer. | |Description | Gives a description to the new token issuer. |-|ImportTrustCertificate | A certificate that is used to validate `id_token` from OIDC identifier. | +|ImportTrustCertificate | Imports a list of X509 Certificates, which is used to validate `id_token` from OIDC identifier. If the OIDC identity provider (IDP) uses more than one certificate to digital sign the `id_token`, import these certificates and SharePoint validates `id_token` by matching the digital signature generated by using these certificates. | | ClaimsMappings | A `SPClaimTypeMapping` object, which is used to identify which claim in the `id_token` is regarded as identifier in SharePoint. | | IdentifierClaim | Specifies the type of identifier. |+| RegisteredIssuerName | Specifies the issuer identifier, which issues the `id_token`. It's used to validate the `id_token`. | +| AuthorizationEndPointUrl | Specifies the authorization endpoint of the OIDC identity provider. | +| SignoutUrl | Specifies the sign out endpoint of the OIDC identity provider. | | DefaultClientIdentifier | Specifies the `client_id` of SharePoint server, which is assigned by OIDC identity provider. This is validated against aud claim in `id_token`. |-| MetadataEndPoint | Specifies the well-known metadata endpoint from OIDC identity provider, which can be used to retrieve latest certificate, issuer, authorization endpoint, and sign out endpoint. | +| ResponseTypesSupported | Specifies the response type of IDP, which is accepted by this token issuer. It can accept two strings: `id_token` and `code id_token`. If this parameter isn't provided, it uses `code id_token` as default. | ## Step 4: Configure the SharePoint web application In this step, you configure a web application in SharePoint to be federated with the Microsoft Entra OIDC, using the `SPTrustedIdentityTokenIssuer` created in the previous step. > [!IMPORTANT]-> > - The default zone of the SharePoint web application must have Windows authentication enabled. This is required for the Search crawler. > - The SharePoint URL that will use Microsoft Entra OIDC federation must be configured with Hypertext Transfer Protocol Secure (HTTPS). Once the site collection is created, you're able to sign-in using either the Win In OIDC authentication, the People Picker doesn't validate the input, which can lead to misspellings or users accidentally selecting the wrong claim type. This can be addressed using the new UPA-backed claim provider in SharePoint Server. +> [!IMPORTANT] +> In order for the UPA-backed claim provider to work, users and groups must be imported into the User Profile Service Application. This can be challenging for cloud-only users and groups. You may instead consider implementing a [custom claims provider](/sharepoint/dev/general-development/how-to-create-a-claims-provider-in-sharepoint) to provide "People Picker" functionality. + To do this, perform the following steps: ### 1. Create a new claim provider An example of this command is: ### 3. Synchronize profiles to user profile service application -Now, customers can start to synchronize profiles into the SharePoint user profile service application (UPSA) from the identity provider used in the organization so that the newly created claim provider can work on the correct data set. - There are two ways to synchronize user profiles into the SharePoint UPSA: - Create a new SharePoint Active Directory Import (AD Import) connection with **Trusted Claims Provider Authentication** as the **Authentication Provider Type** in the connection setting. To utilize AD Import, see [Manage user profile synchronization in SharePoint Server](../administration/manage-profile-synchronization.md). :::image type="content" source="../media/add-new-sync-connection-2.png" alt-text="Add New Synchronization Connections"::: + > [!IMPORTANT] + > AD Import cannot import user profiles from Microsoft Entra ID. It can only import user profiles from on-premises Active Directory. In order to get cloud-only users and groups into the UPSA, you may need to utilize MIM. + > You may also consider implementing a [custom claims provider](/sharepoint/dev/general-development/how-to-create-a-claims-provider-in-sharepoint) to provide "People Picker" functionality. + - Use Microsoft Identity Manager (MIM). To utilize MIM, see [Microsoft Identity Manager in SharePoint Servers 2016 and 2019](../administration/microsoft-identity-manager-in-sharepoint-server.md). - There should be two agents inside the MIM Synchronization Service Manager UX after MIM is set up. One agent is used to import user profiles from the source IDP to the MIM database. The other agent is used to export user profiles from the MIM database to the SharePoint UPSA. |