Microsoft 365 | Planning and configuring SharePoint Online




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Lab: Configuring SharePoint Online

Exercise 1: Configuring SharePoint Online settings

Task 1: Configure settings

  1. Ensure you are signed in to the LON-CL1 virtual machine as Beth Burke.
  2. In Microsoft Edge open https://portal.office.com.
  3. Sign in as [email protected], replacing yyxxxxx with your unique Adatum number, with the password you created in Module 1.
  4. In the Office 365 portal, select Admin.
  5. In the Microsoft 365 admin center, expand Admin centers, and then select SharePoint.
  6. Select Classic SharePoint admin center then select settings.
  7. Next to Site Collection Storage Management, select Automatic.
  8. Scroll down to Enterprise Social Collaboration.
  9. Select Use Yammer.com service.
  10. Scroll to the bottom of the page and select OK.

Task 2: Configure user profiles

  1. Select Classic SharePoint admin center then select user profiles.
  2. Under People, select Manage User Profiles.
  3. In the Find profiles dialog box, type Ada, and then select Find.
  4. In the result window, select the Profile for Ada Russell.
  5. From the drop-down list under Account name, select Edit My Profile.
  6. In the Manager box, enter Beth.
  7. Select the check names field and verify that the field displays Beth Burke. You may need to click the name because Beth has two profiles. Select the second profile that is connected to the onmicrosoft.com account.
  8. Select Save and Close.
  9. Select user profiles.
  10. Under My Site settings, select Setup My Sites.
  11. Scroll down to My Site Cleanup.
  12. In the Secondary Owner list, type Beth, and then select the Checknames icon. Select the name and then select the second profile listed.
  13. Scroll down, and then select OK.

Task 3: Configure apps

  1. On the Classic SharePoint admin center page, select apps, and then select Configure Store Settings.
  2. Under Apps for Office from the Store, select No to disable apps from starting when documents are opened in the browser.
  3. Select OK, and then close the browser.

Result: After completing this exercise, you should have configured SharePoint Online service settings.

Exercise 2: Creating and configuring SharePoint Online site collections

Task 1: Create a site collection using the SharePoint admin center

  1. In Microsoft Edge, open https://portal.office.com and sign-in with the user name [email protected], replacing yyxxxxx with your unique Adatum number, and the password you created in Module 1.
  2. In the Office 365 portal, select Admin and in the Microsoft 365 Admin center, expand Admin centers, and then select SharePoint.
  3. Select Classic SharePoint admin center then select site collections.
  4. On the Site Collections ribbon, select New, and then select Private Site Collection.
  5. In the new site collection dialog box, in the Title dialog box, type marketing.
  6. In the Type a site collection URL name box, enter marketing.
  7. In the administrator list, type Beth and then select the Check Names icon. Select Beth and then select the second profile listed.
  8. Leave the other settings as suggested and select OK.

Note: SharePoint Online provisions the new marketing site. This process can take a few minutes.

  1. After marketing is created, select the https://Adatumyyxxxxx.sharepoint.com/sites/marketing check box, where yyxxxxx is your unique Adatum number.
  2. When the marketing site is selected, on the ribbon, select Sharing.

Note: It can take a few minutes until the Sharing menu on the ribbon is active. You can speed this up by refreshing the page by pressing the F5 key.

  1. In the sharing dialog box, select Allow sharing with all external users, and by using anonymous access links, and then select Save.

Note: The site settings changes to allow external user sharing. This process is usually done within one minute. Now, external user sharing is enabled and you can use it for this marketing site.

Task 2: Create a site collection using Windows PowerShell

  1. Open a new Microsoft Edge tab and browse to http://aka.ms/f04q5o.
  2. On the SharePoint Online Management Shell download page, select Download.
  3. On the Choose the download you want page, select the check box for the 64-bit version, and then Select Next.
  4. If a message about pop-ups appears, select Allow once.
  5. In the dialog box asking whether you want to run or save the file, select Save and then select Run.
  6. When the User Account Control dialog box appears, provide the following credentials and select Yes:
    • User name: Administrator
    • Password: Pa55w.rd
  7. On the SharePoint Online Management Shell Setup page, select the I accept the terms in the License Agreement check box, and then select Install.
  8. When the installation completes, select Finish.
  9. Select Start, type sharepoint, and right-click SharePoint Online Management Shell, and then select Run as administrator.
  10. When the User Account Control dialog box appears, provide the following credentials and select Yes:
    • User name: Administrator
    • Password: Pa55w.rd
  11. At the command prompt, type the following command, and then press Enter, replacing yyxxxxx with your unique Adatum number:

Connect-SPOService -Url https://Adatumyyxxxxx-admin.sharepoint.com -credential [email protected]

12 .In the Enter your credentials dialog box, in the Password box, type the password you created in Module 1, and then select OK.

13. At the command prompt, type the following command, and then press Enter, replacing yyxxxxx with your unique Adatum number:

New-SPOSite -Url https://Adatumyyxxxxx.sharepoint.com/sites/AcctsProj -Owner [email protected] -StorageQuota 500 -NoWait -Template PROJECTSITE#0 -Title “Accounts Project”

     14 .Close the Windows PowerShell window.

Task 3: Configure permissions on the site collections

  1. In LON-CL1, open Microsoft Edge, in the top-right corner, select the ellipsis, and then select New InPrivate Window.
  2. Browse to https://portal.office.com.
  3. Sign in as [email protected], replacing yyxxxxx with your unique Adatum number, with the password you created in Module 1.
  4. In the Office 365 portal, select Admin, and in the Microsoft 365 Admin center expand Admin centers, select SharePoint, then select Classic SharePoint admin center.
  5. Select Site collections.
  6. Select the https://Adatumyyxxxxx.sharepoint.com/sites/marketing check box, where yyxxxxx is your unique Adatum number.
  7. On the ribbon, select Owners, and then select Manage Administrators.
  8. In the Site Collection Administrators text box, type Ada, select the Check Names icon, and then select OK.
  9. Open another InPrivate window, browse to https://Adatumyyxxxxx.sharepoint.com/sites/marketing, and sign in as [email protected], replacing yyxxxxx with your unique Adatum number, with the password Pa55w.rd.
  10. On the upper-right corner, select the Settings icon (the wheel icon), and then navigate to Site settings.
  11. Under Users and Permissions, select Site collection administrators to open it.
  12. Verify that Ada Russell appears.
  13. Close the Microsoft Edge window.

Task 4: Verify access to the site collections

  1. On LON-CL1, open Microsoft Edge.
  2. Browse to https://Adatumyyxxxxx.sharepoint.com/sites/marketing, where yyxxxxx is your unique Adatum number.
  3. Sign in as [email protected], replacing yyxxxxx with your unique Adatum number, with the password you created in Module 1.

Note: You need permission to access this site, and you need to send an access request for permission to view the site.

  1. In the You need permission to access this site dialog box, type Please enable my access to this site, and then select Request Access.
  2. Close Microsoft Edge, and then reopen it.
  3. Browse to https://Adatumyyxxxxx.sharepoint.com/sites/marketing, where yyxxxxx is your unique Adatum number.
  4. Sign in as [email protected], replacing yyxxxxx with your unique Adatum number with the password you created in Module 1.
  5. In the top-right corner, select the Settings icon (the wheel icon), and then select Site settings.
  6. Under User and Permissions, select Site permissions.
  7. Select Show access requests and invitations.
  8. Verify that Christie’s request is listed, and select Approve.
  9. Select Settings, then Site Settings, and then select Site permissions.
  10. Select marketing Members.
  11. Verify that Christie’s account is listed.
  12. Select New.
  13. In the text box at the top, type Perry, and then select Perry Brill.
  14. Select Share.
  15. Close Microsoft Edge.
  16. Open Microsoft Edge and connect to https://Adatumyyxxxxx.sharepoint.com/sites/marketing, where yyxxxxx is your unique Adatum number.
  17. Sign in as [email protected], replacing yyxxxxx with your unique Adatum number, with the password you created in Module 1.
  18. Verify that you can access the site.
  19. Close Microsoft Edge, and then reopen it.
  20. Browse to https://Adatumyyxxxxx.sharepoint.com/sites/marketing, where yyxxxxx is your unique Adatum number.
  21. Sign in as [email protected], replacing yyxxxxx with your unique Adatum number, with the password of Pa55w.rd.
  22. Verify that you can access the site.
  23. Close Microsoft Edge.

Result: After completing this exercise, you should have created and configured SharePoint Online site collections.

Exercise 3: Configuring and verifying external user sharing

Task 1: Configure global settings for external user sharing

  1. On LON-CL1, open Microsoft Edge.
  2. Browse to https://portal.office.com.
  3. Sign in as [email protected], replacing yyxxxxx with your unique Adatum number, with the password you created in Module 1.
  4. In the Microsoft 365 admin center, select Admin centers, select SharePoint, then select Classic SharePoint admin center.
  5. Select sharing.
  6. Verify that Allow sharing to authenticated external users and using anonymous access links is selected, and then select OK.

Task 2: Configure a site collection for external user sharing

  1. On the Classic SharePoint admin center page, select site collections.
  2. Select the https://Adatumyyxxxxx.sharepoint.com/sites/AcctsProj check box, where yyxxxxx is your unique Adatum number.
  3. On the ribbon, in the Manage section, select Sharing.
  4. In the Sharing dialog box, select Allow sharing with all external users, and by using anonymous access links.
  5. Select Save.
  6. Wait for the operation to complete, which might take about 5 minutes.
  7. Close Microsoft Edge.
  8. Open Microsoft Edge and browse to https://Adatumyyxxxxx.sharepoint.com/sites/AcctsProj, where yyxxxxx is your unique Adatum number.
  9. Sign in as [email protected], replacing yyxxxxx with your unique Adatum number, with the password you created in Module 1.
  10. In the top-right corner, select SHARE.
  11. In the Share ‘Accounts Project’ dialog box, type in the email address of the Microsoft account you used to set up Office 365.
  12. In the text box, type You can now access this shared site on Adatum Publishing.
  13. Select Share.
  14. Browse to https://Adatumyyxxxxx.sharepoint.com/sites/marketing, where yyxxxxx is your unique Adatum number
  15. In the left navigation pane, select Documents.

Close any dialog that appears.

  1. Select New, and then select Word document.
  2. In the Word Online window, type some text, and then wait to check if Saved appears in the document title.
  3. Select Share.
  4. Make sure Anyone with a link can edit is selected, and select Copy Link.
  5. Select Copy and, if prompted select Allow.
  6. Select Close.
  7. In the SharePoint Online window, select the apps icon, and then select Outlook.
  8. If prompted, select your language and time zone, and then select Save.
  9. Select New.
  10. In the To box, type the email address for your Microsoft account, and then in the Subject box, type Shared Document.
  11. In the message box, right-click, and then select Paste.
  12. Select Send.
  13. Close Microsoft Edge.

Task 3: Verify external user sharing

  1. Open Microsoft Edge and browse to https://outlook.com
  2. Sign in with your Microsoft account.

Note: The Inbox should show two emails from Beth Burke. If the messages are not in the Inbox, look in the Junk folder.

  1. Open the message that has the subject: Beth Burke wants to share Accounts Projects.
  2. Select the Accounts Project link in the email.
  3. Select Microsoft Account. Verify that you can access the site.
  4. Close the browser tab. In your inbox, open the second invitation email message with the subject of Shared Document.
  5. Select the Document link.

Note: You are redirected directly to the Word Document. Word Online opens and shows the document.

  1. Verify that you can access the Word document.
  2. Add some text in this document.
  3. Close Microsoft Edge.
  4. Leave the virtual machines running for the next lab.

Result: After completing this exercise, you should have configured a new site collection for external user sharing, and you should have shared a site and a document with external users.

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