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Microsoft SharePoint Administration Training: A Tutorial Guide for Admins of Sharepoint — Transcript

by Simon Sez IT · 5,921 words · 977 segments · language en · Watch on YouTube

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  1. 0:00[Music]
  2. 0:02Simon Says subscribe and click on the
  3. 0:04Bell icon to receive
  4. 0:06[Music]
  5. 0:10notifications hello my name is Chris
  6. 0:12panidis and I will be your host for this
  7. 0:14SharePoint admin Center course now this
  8. 0:17course is divided into eight sections
  9. 0:20and by the end of it you'll be able to
  10. 0:21work with classic and modern SharePoint
  11. 0:24sites now this may seem slightly unusual
  12. 0:27due to the fact that this course is
  13. 0:28aimed at SharePoint administrators and
  14. 0:31Microsoft 365
  15. 0:33administrators not designers as such in
  16. 0:37my experience however these roles are
  17. 0:38very often called upon to assist uh
  18. 0:42support and sometimes to lead in the
  19. 0:44actual design of these SharePoint sites
  20. 0:47admins will need to know how to manage
  21. 0:51these sites and also how to delete
  22. 0:54restore and uh work with version history
  23. 0:57as an admin you are also much more
  24. 0:59likely to be asked to manage web Parts
  25. 1:02libraries and lists in SharePoint and
  26. 1:05with that comes a need to understand all
  27. 1:07of the sharing options that are
  28. 1:09available through the SharePoint admin
  29. 1:11Center that includes sharing settings at
  30. 1:14an organizational level as well as
  31. 1:17things like managing site administrators
  32. 1:20as well as the sites files folders
  33. 1:23libraries that they produce so this
  34. 1:26course assumes you have no prior
  35. 1:28knowledge on SharePoint admin Center but
  36. 1:30you do have a solid understanding of
  37. 1:32networking principles such as sharing
  38. 1:35restoring Version Control and
  39. 1:38permissions the key part of this course
  40. 1:40is all about navigating the admin Center
  41. 1:43in as much detail as possible to locate
  42. 1:46the SharePoint admin Center
  43. 1:48functionality so without further Ado
  44. 1:51let's go straight on in and begin the
  45. 1:53course SharePoint and one drive in
  46. 1:56Microsoft 365 are cloud-based Services
  47. 2:01they will help your organization share
  48. 2:03and manage content knowledge and
  49. 2:06applications so that you can work across
  50. 2:08teams quickly and locate information and
  51. 2:12collaborate across the entire
  52. 2:13organization the content available
  53. 2:15throughout this course is designed to
  54. 2:17get you started now depending on the
  55. 2:20needs of your organization you may want
  56. 2:22to read more about topics such as
  57. 2:24migration and governance options before
  58. 2:27you start rolling out SharePoint and one
  59. 2:29drive out to your users migration refers
  60. 2:32to the requirement many organizations
  61. 2:34have to move files to SharePoint and one
  62. 2:37drive there are several Microsoft
  63. 2:40resources available which we will
  64. 2:42provide links to at the end of this
  65. 2:44course s carefully if your organization
  66. 2:47has legal or other requirements that
  67. 2:49govern the handling of data or if you
  68. 2:52have sensitive or confidential
  69. 2:53information that you want to protect
  70. 2:56these references can be found at the end
  71. 2:58of the course and will help you to
  72. 3:01configure SharePoint for your governance
  73. 3:03standards and policies if you use one
  74. 3:06drive in your organization and you want
  75. 3:08to protect important files by saving
  76. 3:10them to the cloud and govern how much
  77. 3:12storage space users get or govern how
  78. 3:16users sync files we will include
  79. 3:19references in this course to help you
  80. 3:21configure your
  81. 3:23policies SharePoint is deeply integrated
  82. 3:26into teams files that are stored in
  83. 3:29teams sites are actually stored in
  84. 3:32SharePoint sites when you administer
  85. 3:34SharePoint sites in the SharePoint admin
  86. 3:36Center you may find that many of them
  87. 3:39are connected to teams so for that
  88. 3:42reason we will provide you with a number
  89. 3:44of valuable resources to help you
  90. 3:46understand how SharePoint and teams are
  91. 3:49integrated SharePoint and one drive
  92. 3:52provide a rich collaboration environment
  93. 3:54where people inside and outside your
  94. 3:57organization can work together
  95. 3:59co-authoring documents Microsoft 365
  96. 4:03provides a variety of options to help
  97. 4:05you to create a secure and productive
  98. 4:08file collaboration environment that
  99. 4:11meets the needs of your
  100. 4:13organization if you want to learn more
  101. 4:16you can use the provided resources to
  102. 4:18get
  103. 4:19started so with all that context in mind
  104. 4:22let's now continue and focus on the
  105. 4:24navigation of the SharePoint admin
  106. 4:28Center
  107. 4:33welcome to SharePoint admin section
  108. 4:36two creating sites once you have
  109. 4:39completed this module you'll be able to
  110. 4:42create edit and view modern and classic
  111. 4:45sites from SharePoint admin Center
  112. 4:48recall key differences between modern
  113. 4:50and classic sites filter edit and View
  114. 4:54using the active sites
  115. 4:57list and add remove and manage members
  116. 5:01owners and admins for all types of
  117. 5:03SharePoint
  118. 5:05sites at the end of the last module we
  119. 5:07were looking at active sites this was to
  120. 5:10view the amount of storage available and
  121. 5:12the total storage for your
  122. 5:14subscription staying with the active
  123. 5:17sites page let's now look at it in a
  124. 5:19little more
  125. 5:21detail this page can be used to sort and
  126. 5:24filter sites and change site settings so
  127. 5:28the active site page is used by
  128. 5:30administrators to also create team sites
  129. 5:34communication sites export this list and
  130. 5:37for example add a card to the homepage
  131. 5:40to track activities on these
  132. 5:44sites to create a communication site
  133. 5:48click
  134. 5:50create click communication site as
  135. 5:53shown enter a name and a site
  136. 5:58owner
  137. 6:04and of course specify a default language
  138. 6:06note to remember you cannot change this
  139. 6:09after communication sites generally have
  140. 6:13only a few site owners and members that
  141. 6:16manage and update the content but they
  142. 6:18will have many visitors that view the
  143. 6:21content if you click the advanced
  144. 6:23settings as shown you will see
  145. 6:26underneath time zone that you have an
  146. 6:28option to add a site description this is
  147. 6:31particularly useful and should be
  148. 6:33completed wherever possible once you
  149. 6:35click finish the site will be created
  150. 6:38and will appear on the
  151. 6:40list creating a site from the SharePoint
  152. 6:43admin Center can now be viewed by
  153. 6:45clicking on the site name in addition to
  154. 6:48me being the site admin I'll also show
  155. 6:51you how to add a user to be an
  156. 6:53additional site admin click the site
  157. 6:56name then click membership
  158. 7:01click the plus symbol next to add site
  159. 7:06admins as shown on screen then simply
  160. 7:09search by name or by email
  161. 7:13address let's now take a closer look at
  162. 7:15a team site in
  163. 7:16SharePoint you can create a SharePoint
  164. 7:19team site to provide a location where
  165. 7:22you and your team could work on projects
  166. 7:25and share information from
  167. 7:27anywhere a team site includes a group of
  168. 7:31related web pages a default document
  169. 7:34library for
  170. 7:35files lists for data management and web
  171. 7:39parts that you can customize to meet
  172. 7:42your needs we'll be taking a look at
  173. 7:45lists and web Parts in more detail later
  174. 7:48on click the create option and this time
  175. 7:51select team site which is on the left
  176. 7:53hand
  177. 7:55side and type in a site name for our
  178. 7:59example we will type in sales
  179. 8:02training now as we saw previously the
  180. 8:05SharePoint admin Center does a quick
  181. 8:07background check to confirm that this
  182. 8:10name is available on the site SharePoint
  183. 8:13admin Center will also create a group
  184. 8:16email address shown on screen and a site
  185. 8:20address that are based on the site name
  186. 8:23once you have selected the group owner
  187. 8:25click the advanced settings button
  188. 8:28unlike with communic a sites there are
  189. 8:30two privacy settings available private
  190. 8:33and public enter a suitable site
  191. 8:35description and press next for my
  192. 8:38example I will paste some text that I
  193. 8:40created
  194. 8:41earlier the final step is to assign site
  195. 8:44owners and site
  196. 8:47members site owners have full control of
  197. 8:49the content and theme and permission
  198. 8:53settings whereas site members can only
  199. 8:56edit and view site content in including
  200. 8:59files Pages lists and navigations to
  201. 9:03reiterate in our example our sales
  202. 9:05training team site is private within the
  203. 9:08best training organization once the
  204. 9:11group has been set up you may want to
  205. 9:13add Microsoft teams to this group which
  206. 9:15would then allow group members to
  207. 9:17collaborate in Microsoft teams to do
  208. 9:20this simply click add teams as
  209. 9:25shown switching across to Microsoft
  210. 9:28teams
  211. 9:29the sales training team has now been
  212. 9:31automatically
  213. 9:33created both of the SharePoint sites
  214. 9:35that we've shown so far teams and
  215. 9:38communication sites are based on
  216. 9:40SharePoint modern sites which are
  217. 9:43developed mainly for form and
  218. 9:47Mobility they offer faster site creation
  219. 9:50inline editing and mobile
  220. 9:54responsiveness modern SharePoint pages
  221. 9:56are written in JavaScript and run faster
  222. 9:58on dev
  223. 10:01devices sometimes SharePoint classic
  224. 10:04sites are more suited when Simplicity is
  225. 10:06the priority so for example a document
  226. 10:09Center which is designed for centralized
  227. 10:12document management this type of
  228. 10:15SharePoint page or site is quick to
  229. 10:17create an ideal for sharing knowledge in
  230. 10:19a format where page authoring is simple
  231. 10:23and users can still comment and rate
  232. 10:26Pages here is an example of how to
  233. 10:28create edit and upload a document to a
  234. 10:31classic site designed for document
  235. 10:34management the first step is to click
  236. 10:36the create button on the active sites
  237. 10:39page then click the browse more sites
  238. 10:42option as shown on screen click the
  239. 10:46drop-down list for choose a
  240. 10:49template and then select document Center
  241. 10:52a site name is mandatory and once again
  242. 10:55SharePoint admin Center will check to
  243. 10:57see if the site site name is available
  244. 11:01similar to Modern pages with a site
  245. 11:03owner you'll also need to nominate a
  246. 11:06primary administrator then enter a site
  247. 11:10description and press finish the classic
  248. 11:13site page will now be created in the
  249. 11:15background and may take a few
  250. 11:20minutes on completion of this module
  251. 11:23you'll be able to delete and restore
  252. 11:25sites from the SharePoint admin Center
  253. 11:28know how to permanently delete a site
  254. 11:30from the SharePoint admin Center and
  255. 11:33recall the criteria of permanent site
  256. 11:38deletion hello everyone and welcome back
  257. 11:41to this course on SharePoint admin let's
  258. 11:44now take a look at how to delete any
  259. 11:46type of site from SharePoint using the
  260. 11:49SharePoint admin Center once you have
  261. 11:51logged into the SharePoint admin Center
  262. 11:54click active sites using the left
  263. 11:56navigation menu you then have two
  264. 11:59options to find the currently active
  265. 12:02site that you would like to delete the
  266. 12:05first option is to type in the first few
  267. 12:07letters into the search field as shown
  268. 12:10on screen in our example we're going to
  269. 12:13delete a site called Team Alpha
  270. 12:15alternatively click on the all Sites
  271. 12:18dropdown list and select a standard view
  272. 12:21now in our case we're going to click on
  273. 12:23the Microsoft 365 group sites so we can
  274. 12:27find the site quickly as it belongs to
  275. 12:29this group once the cor site has been
  276. 12:31identified click the site name rather
  277. 12:35than the URL however you may wish to
  278. 12:38verify or visually confirm that this is
  279. 12:40the correct site by first clicking on
  280. 12:43the URL so in our example the Team Alpha
  281. 12:46site can be deleted by clicking the
  282. 12:48delete button as shown on screen as this
  283. 12:51site belongs to a Microsoft 365 group
  284. 12:55all its resources as well as the Outlook
  285. 12:57mailbox calendar and teams channels will
  286. 13:00also be deleted for our example we'll
  287. 13:03click delete to
  288. 13:05confirm the site and all its Associated
  289. 13:08resources have now been removed from the
  290. 13:10active sites list and now only appear in
  291. 13:14the deleted sites list switching over to
  292. 13:17the deleted sites list we can now either
  293. 13:20restore or permanently delete for
  294. 13:23example we will restore this one Team
  295. 13:26Alpha it's important to note that once
  296. 13:29is deleted from active sites it will
  297. 13:31still be retained for 93 days and then
  298. 13:35permanently
  299. 13:41deleted in order to permanently delete a
  300. 13:45site you must be the only primary site
  301. 13:48admin
  302. 13:49owner here is a site that I created
  303. 13:51earlier and as you can see I am the sole
  304. 13:54primary admin so I will permanently
  305. 13:57delete it you can now see how a message
  306. 14:01pops up to confirm you won't be able to
  307. 14:03restore it or any of its contents
  308. 14:06including lists libraries pages and
  309. 14:17subsites hello everyone welcome back to
  310. 14:20this course on SharePoint admin Center
  311. 14:22on completion of this module you'll be
  312. 14:24able to work with web parts for both
  313. 14:27classic and mod SharePoint
  314. 14:30sites import and manage lists into your
  315. 14:33SharePoint sites create and save list
  316. 14:38views and create and import document
  317. 14:42libraries into your SharePoint sites as
  318. 14:45a SharePoint administrator you need a
  319. 14:47thorough understanding of these powerful
  320. 14:48building blocks called Web Parts which
  321. 14:51are used throughout SharePoint sites and
  322. 14:54Pages SharePoint web parts are available
  323. 14:58both on the classic and modern
  324. 15:01templates the key difference is that for
  325. 15:03the classic sites they tend to be for
  326. 15:06things like blog pages and Wiki Pages
  327. 15:09whereas for modern they tend to revolve
  328. 15:11more around images video and
  329. 15:13media either way think of them as
  330. 15:16building blocks on a page for SharePoint
  331. 15:19sites and in both cases they do extend
  332. 15:23the functionality of SharePoint
  333. 15:27pages in our example now we will modify
  334. 15:30the right web part which is currently
  335. 15:32displaying Modified by me and for our
  336. 15:35example this is not necessary so we
  337. 15:37simply click on
  338. 15:40page then edit
  339. 15:43page and then select the web part that
  340. 15:46we want to
  341. 15:47modify click the drop- down
  342. 15:49list and choose
  343. 15:53delete press okay to
  344. 15:56confirm and then stop editing
  345. 15:59to complete the
  346. 16:04action let's now take a look at web
  347. 16:07parts for modern
  348. 16:09Pages for our example we are going to
  349. 16:11change the layout of the diversity and
  350. 16:13inclusion website from four tiles to
  351. 16:16five
  352. 16:17tiles also throughout this part we will
  353. 16:20also Define web parts and sections and
  354. 16:23show two examples of web parts starting
  355. 16:27from the active sites page page on the
  356. 16:29SharePoint admin Center we will click on
  357. 16:32the URL for diversity and inclusion this
  358. 16:35will allow us to view the
  359. 16:38site assuming that as a SharePoint
  360. 16:41administrator you have full site editing
  361. 16:43rights the edit button displays in the
  362. 16:46top right hand corner as shown here and
  363. 16:48when you click it the entire page will
  364. 16:51be checked out to you and is not
  365. 16:54available for others to
  366. 16:56edit if someone checks out a page
  367. 16:59inadvertently or forgets to save and
  368. 17:02close discard changes or publish the
  369. 17:06page will automatically save and close
  370. 17:10after 5 minutes of inactivity as shown
  371. 17:14on this first page by clicking on the
  372. 17:16first
  373. 17:17image we can see a floating toolbar
  374. 17:20appears we can use these buttons to move
  375. 17:23the web part
  376. 17:26edit duplicate and delete these two
  377. 17:29remaining dropdowns relate to tiles or
  378. 17:32layer
  379. 17:35layout but moving on let's look at the
  380. 17:38tile layout which is preset layout
  381. 17:41options so for example we're currently
  382. 17:43viewing a section that has as you can
  383. 17:45see four tile layout if I change it to
  384. 17:49five tile
  385. 17:51layout I think it works better in my
  386. 17:53opinion for this page so that's what I'm
  387. 17:55going to stay with running vertic
  388. 17:58basally down the left hand side you can
  389. 18:00see the section toolbar which also
  390. 18:03includes edit section move duplicate and
  391. 18:08delete the simplest way to understand
  392. 18:10the difference between a web part and a
  393. 18:12section is that a section runs
  394. 18:15horizontally from left to right and is
  395. 18:18made up of text images in other words
  396. 18:21it's made up of web
  397. 18:24Parts as you can see here this is an
  398. 18:26example of two different types of web
  399. 18:28Parts the first one is news and the
  400. 18:31second one is
  401. 18:38event as a global administrator or
  402. 18:41SharePoint administrator in Microsoft
  403. 18:43365 you can control settings for
  404. 18:46Microsoft lists this means that you can
  405. 18:49disable the creation of personal lists
  406. 18:52I.E saving new lists to my lists and
  407. 18:55disable built-in list templates that are
  408. 18:57not relevant for your
  409. 18:59organization both of these settings are
  410. 19:01controlled using Microsoft
  411. 19:04Powershell however we will not be
  412. 19:06covering that in this course and we will
  413. 19:08also assume that this is not required
  414. 19:10and so you will from time to time need
  415. 19:12to manage support and create lists to be
  416. 19:16connected to a SharePoint
  417. 19:18site so for our example we will
  418. 19:21demonstrate how to create a quick list
  419. 19:23by importing it from an existing
  420. 19:26spreadsheet we'll start at shown here
  421. 19:28from the SharePoint
  422. 19:31homepage first thing to do is to
  423. 19:33navigate to the site or the page where
  424. 19:34you want to add the list to so for our
  425. 19:37example we will navigate to Best
  426. 19:40training and import an Excel sheet into
  427. 19:43a
  428. 19:44list to import an Excel sheet into a
  429. 19:47list simply click the plus next to
  430. 19:52New and select
  431. 19:56list for our example we will choose from
  432. 20:00Excel I have a file ready to upload for
  433. 20:03our example we will use a spreadsheet
  434. 20:06called
  435. 20:11worksheets once the Excel document has
  436. 20:13been uploaded successfully you then need
  437. 20:16to press
  438. 20:17open this is only if you don't already
  439. 20:20have tables inside the existing
  440. 20:22spreadsheet and convert the existing
  441. 20:25data to a
  442. 20:27table
  443. 20:28and then insert
  444. 20:34table and confirm that the table has
  445. 20:42headers and then simply close the
  446. 20:48file as I've completed steps two and
  447. 20:51three I can now press
  448. 20:56refresh and it's confirmed that the
  449. 20:58table is called table one which is the
  450. 21:00default for the Excel
  451. 21:02spreadsheet and at this point I can now
  452. 21:04choose how the column types are
  453. 21:08displayed so for example the First
  454. 21:10Column is a single line of text that is
  455. 21:13correct second column is title third one
  456. 21:16is single line of
  457. 21:18text and column one column two do not
  458. 21:22need to be imported as they are not
  459. 21:26populated so I can just click on the
  460. 21:28drop- down list and choose do not
  461. 21:32import if we scroll to the right hand
  462. 21:35side we can see that there are some
  463. 21:37other options here level I'm going to
  464. 21:40choose level but instead of a single
  465. 21:43line of text for this example I'm going
  466. 21:44to choose
  467. 21:45Choice which will result in a choice
  468. 21:49between the variance on this
  469. 21:53column single line of text for
  470. 21:56Authority number is fine for industry
  471. 21:59although actually that's not going to be
  472. 22:01imported because that's
  473. 22:03empty and single line of text for format
  474. 22:07and simply press next for our example I
  475. 22:10will change the name to learning
  476. 22:12authorities and the
  477. 22:14description to new courses by learning
  478. 22:17authorities I will also allow the show
  479. 22:21in sight
  480. 22:23navigation to remain ticked and simply
  481. 22:26create and after a brief
  482. 22:30delay as you can see the list has now
  483. 22:34appeared and if I go to all
  484. 22:36items I can choose list compact
  485. 22:41list or Gallery which is the format that
  486. 22:45we're going to be
  487. 22:47using you can see here that each record
  488. 22:50is displayed in a card
  489. 22:52format this entire file has now been
  490. 22:54converted to an aspx file which sits
  491. 22:58inside that particular SharePoint site
  492. 23:01and is now available for editing it's
  493. 23:04also available for further
  494. 23:06collaboration note that the name of the
  495. 23:09list appears at the top learning
  496. 23:12authorities so this is part of the page
  497. 23:16navigation there are now a number of
  498. 23:19options available and arguably one of
  499. 23:20the most important is to invite team
  500. 23:23members so with that in mind I will
  501. 23:26invite one of our fictional users to
  502. 23:32collaborate and
  503. 23:35send now that the list is contained
  504. 23:38within the site I can now add a web part
  505. 23:41to a page to show this list in a
  506. 23:44customized view based on our list view
  507. 23:48called Gallery so to do this with the
  508. 23:50list Open click all
  509. 23:54items click create new view
  510. 24:00I will type in a name of our new soft
  511. 24:03skills
  512. 24:05Gallery I will show as
  513. 24:08gallery and then I will make this a
  514. 24:10public View and click
  515. 24:18create as you can see it now appears
  516. 24:20here in the top right hand
  517. 24:22corner and if I want to set that as the
  518. 24:25view to be the default I choose Set
  519. 24:29current view as
  520. 24:31default so as a result of doing that now
  521. 24:34that I'm on the best training SharePoint
  522. 24:36homepage I can click on learning
  523. 24:39authorities and it will load up the list
  524. 24:42in the default
  525. 24:44view which as we know is
  526. 24:47called our new soft skills
  527. 24:50Gallery as shown
  528. 24:54here now that we have successfully
  529. 24:56created the list list we can add this
  530. 25:00list into the current page
  531. 25:02showing in the form of web
  532. 25:05part so to do this we simply need to
  533. 25:09edit the
  534. 25:14page once the page has been checked out
  535. 25:17for
  536. 25:23editing we will then have the
  537. 25:25opportunity to add a web part in our
  538. 25:28example we will use column
  539. 25:34one and although we have frequently used
  540. 25:37the list web part it can normally be
  541. 25:42found in document lists and
  542. 25:45libraries so I'll demonstrate that
  543. 25:47display a list from this
  544. 25:49site as you can see there are two lists
  545. 25:52available on this current site the one
  546. 25:54that we need is learning
  547. 25:56authorities
  548. 26:01and as you can also see it has defaulted
  549. 26:04to the view our new soft skills
  550. 26:10gallery
  551. 26:16republish and that's now
  552. 26:26saved
  553. 26:28how to create and add a document Library
  554. 26:32the final part of this section is to
  555. 26:34demonstrate how to create and add a
  556. 26:36document Library using web Parts into an
  557. 26:39existing SharePoint site every
  558. 26:42SharePoint site whether it's teams or a
  559. 26:45Communications site has a folder
  560. 26:47embedded within the site called
  561. 26:49documents which is of course meant for
  562. 26:52documents that need to be shared it
  563. 26:54doesn't need to be called documents as
  564. 26:56you can see it can be named anything to
  565. 26:59create a new document Library as before
  566. 27:02simply click on the plus symbol next to
  567. 27:04the new Button as shown on screen then
  568. 27:07click document
  569. 27:08Library once the side panel opens up
  570. 27:11type in the
  571. 27:13name and a
  572. 27:16description if you'd like the document
  573. 27:18library to be shown in site navigation
  574. 27:20ensure that the checkbox is ticked and
  575. 27:23then simply press
  576. 27:26create
  577. 27:30now that the document library has been
  578. 27:32created before we place this into our
  579. 27:34page as a web part let's quickly create
  580. 27:37a series of colored
  581. 27:39subfolders the first one will be
  582. 27:54November then another one for December
  583. 28:05and a final one for
  584. 28:21archive so now to make this document
  585. 28:23Library available in the Team Alpha
  586. 28:25SharePoint we will need to to click
  587. 28:30home once the page is loaded click the
  588. 28:33edit pencil in the top right hand
  589. 28:39corner once the page is
  590. 28:41loaded navigate to where we want the web
  591. 28:45part to be added I'm going to add it
  592. 28:47into here which is where I've got a
  593. 28:49space
  594. 28:51available and simply click on the plus
  595. 28:55symbol the type of web part that we want
  596. 28:57for this demonstration is called a
  597. 29:00document
  598. 29:01Library so I'll click on document
  599. 29:03library and it will present us with all
  600. 29:06of the document libraries that are
  601. 29:07available on this site the one that
  602. 29:09we've just created is Alpha sales team
  603. 29:13weekly reports for Q4 so I'll just
  604. 29:15select
  605. 29:16that and then finally the only other
  606. 29:19thing that I want to do here is I want
  607. 29:21to change the view from all documents to
  608. 29:23compact list which will just reduce the
  609. 29:26space in between the row
  610. 29:29to save and check this page back in
  611. 29:33simply press
  612. 29:38republish and that process is now
  613. 29:45completed welcome to SharePoint admin
  614. 29:48Center section five sharing options once
  615. 29:52you've completed this module you will be
  616. 29:54able to manage sharing options or
  617. 29:57organization
  618. 29:59wide set default link types when users
  619. 30:03share files in
  620. 30:04SharePoint set default permissions for
  621. 30:07sharing
  622. 30:10links and manage sharing options for
  623. 30:13individual sites in Microsoft 365 when a
  624. 30:18user wants to share a file they choose
  625. 30:20it and then select
  626. 30:22share the user can open the dropdown to
  627. 30:25select the type of sharing link they
  628. 30:27want to use as well as additional
  629. 30:29options such as whether or not they want
  630. 30:32to allow editing applying the settings
  631. 30:35entering the recipient's name and
  632. 30:37sending the link are all that's
  633. 30:41required however as a SharePoint admin
  634. 30:44you can change the sharing options that
  635. 30:46users
  636. 30:49see let's now take a closer look and see
  637. 30:52how that works in the SharePoint admin
  638. 30:54Center open the policies drop down menu
  639. 30:57men and select sharing the external
  640. 31:00sharing section determines who users can
  641. 31:03send links
  642. 31:06to if anyone is selected users can send
  643. 31:10anyone links which do not require
  644. 31:14authentication if new and existing
  645. 31:16guests is selected anyone links will be
  646. 31:20disabled and all sharing links will
  647. 31:22require
  648. 31:24authentication if only people in your
  649. 31:27organization is selected users will not
  650. 31:29be able to share with people outside of
  651. 31:32the
  652. 31:34organization the file and folder link
  653. 31:37section allows you to choose which type
  654. 31:39of link is selected by default when
  655. 31:43users select the share button you can
  656. 31:45choose specific people only people in
  657. 31:48your organization or anyone with the
  658. 31:51link you can also choose the default
  659. 31:53selection for allow
  660. 31:56editing both of these defaults can still
  661. 31:58be changed by users to any other enabled
  662. 32:06option the options on this page apply to
  663. 32:09your entire organization to change
  664. 32:11settings for an individual site open the
  665. 32:14sites dropdown and select active sites
  666. 32:17and select the site you wish to make
  667. 32:19changes to select sharing make changes
  668. 32:23as needed then save your
  669. 32:25settings not that the settings for a
  670. 32:28site cannot be less restrictive than the
  671. 32:31settings for the
  672. 32:38organization hello everyone and welcome
  673. 32:40back to this course on SharePoint admin
  674. 32:43on completion of this module you'll be
  675. 32:45able to change permissions for
  676. 32:48sides amend privacy
  677. 32:51settings apply new organizational
  678. 32:56templates restore site Pages using
  679. 32:59versioning and add a new site admin and
  680. 33:02make them primary site
  681. 33:07admin for our example we are looking at
  682. 33:10the sales team site using the URL link
  683. 33:13so that we can better understand where
  684. 33:15and how to manage the site
  685. 33:17permissions Microsoft 365 admins and
  686. 33:20SharePoint admins more likely to be
  687. 33:22involved with the management of the
  688. 33:24sites rather than the designs so with
  689. 33:27that in mind let's focus on the
  690. 33:29SharePoint settings Cog the quick menu
  691. 33:33and the page details as shown on
  692. 33:36screen if the quick launch menu is not
  693. 33:39showing click this button to show the
  694. 33:41header and
  695. 33:44navigation to add a member or owner to
  696. 33:47this private teams site do the following
  697. 33:50click site group membership icon shown
  698. 33:54here then add members and start typing
  699. 33:58the name and then select the member or
  700. 34:00the owner remember site members can edit
  701. 34:03and view site content including files
  702. 34:06Pages lists and navigation they won't be
  703. 34:09able to control all site content such as
  704. 34:12themes permissions settings site
  705. 34:14settings and hub associations that's the
  706. 34:17difference between a site member and a
  707. 34:19site
  708. 34:21owner once the site member or site owner
  709. 34:24has been added don't forget to click
  710. 34:26save and and then
  711. 34:28close to remove a member from a site
  712. 34:31click the group membership icon again
  713. 34:33click the drop- down list next to the
  714. 34:35person you wish to remove and click
  715. 34:38remove from
  716. 34:43group as mentioned before this is a
  717. 34:46private group which may be ideal when
  718. 34:48creating the site
  719. 34:50initially once the site is ready to go
  720. 34:52live you will likely want anyone in your
  721. 34:56organization to have access to it
  722. 34:59changing the privacy settings of a
  723. 35:00SharePoint site is very simple in the
  724. 35:03top right hand corner click the Cog icon
  725. 35:05for
  726. 35:07settings then click site
  727. 35:10information and then the drop-down list
  728. 35:12under privacy
  729. 35:15settings change to public and click
  730. 35:23save as an administrator you may also be
  731. 35:26called on from time to time to apply
  732. 35:28organizational site
  733. 35:30templates let's now take a closer look
  734. 35:33at some SharePoint site templates there
  735. 35:35are 10 templates included with a typical
  736. 35:38Microsoft business account site
  737. 35:40templates are pre-built definitions of a
  738. 35:42site that contain Pages web Parts lists
  739. 35:46libraries and other elements that can be
  740. 35:48customized to fit the needs of your
  741. 35:50organization you can either use these
  742. 35:52default site templates provided by
  743. 35:54SharePoint or you can get your own own
  744. 35:57system site templates from existing
  745. 35:59sites so you can save download and
  746. 36:02upload SharePoint sites as a template or
  747. 36:06you can also create and use page
  748. 36:08templates for specific
  749. 36:11content for our example we will apply a
  750. 36:14site template called the crisis
  751. 36:16communication to a site created for demo
  752. 36:19purposes called crisis commoms site at
  753. 36:22best trining it's currently using an
  754. 36:24existing template called team
  755. 36:26collaboration
  756. 36:27so we will change that to the crisis
  757. 36:30communication team
  758. 36:32template so to apply a site template to
  759. 36:35an existing site from the SharePoint
  760. 36:37admin Center we will click the URL of
  761. 36:40the SharePoint
  762. 36:42site which is called crisis com site at
  763. 36:45best
  764. 36:51trining once the site opens we will
  765. 36:54click in the top right on the Cog
  766. 37:00icon to apply the new template we will
  767. 37:03then need to click on the apply a site
  768. 37:05template
  769. 37:13option the template we will use in this
  770. 37:16example is called crisis communication
  771. 37:19team and then use
  772. 37:21template the template has now been
  773. 37:24successfully
  774. 37:25applied
  775. 37:28although you may need to manage Version
  776. 37:29Control through the SharePoint more
  777. 37:31actions like
  778. 37:35this SharePoint sites have a quick
  779. 37:38shortcut available for working with
  780. 37:39version history without having to leave
  781. 37:42the page whenever a site is published a
  782. 37:45version is automatically created which
  783. 37:48you can restore to a previous version or
  784. 37:52analyze to see what the changes are this
  785. 37:55is called compare with selected
  786. 37:58version to see this click the page
  787. 38:01details then version history at the
  788. 38:04bottom as shown
  789. 38:05here for my example I will click version
  790. 38:088 to view it and then version five to
  791. 38:12view
  792. 38:12it I have decided that I will restore it
  793. 38:16to version
  794. 38:225 as you can see now the site has been
  795. 38:26restored to the correct
  796. 38:34version all Sites created in SharePoint
  797. 38:37have a high level dedicated primary site
  798. 38:40owner this will always have an email
  799. 38:42address and in our example shown on
  800. 38:45screen it's
  801. 38:48here if you need to add a different
  802. 38:50individual or group to become the new
  803. 38:52primary site
  804. 38:54owner then you could transfer
  805. 38:57the primary
  806. 38:58permission you could delete all the
  807. 39:00company owners site shown here although
  808. 39:03this is not usually recommended unless
  809. 39:05you have another site admin as a
  810. 39:09backup to add a new site
  811. 39:12admin click the site
  812. 39:16name click the membership heading on the
  813. 39:19window pane as
  814. 39:21shown click site
  815. 39:25admin click add site
  816. 39:28admin type the name or email
  817. 39:32address click
  818. 39:35add click the back
  819. 39:40arrow select the new member to be the
  820. 39:43primary site admin and then click the
  821. 39:45button make primary site
  822. 39:52admin a message appears to confirm that
  823. 39:55the primary site it admin has now been
  824. 40:02changed hello everyone welcome back to
  825. 40:04this course on SharePoint admin Center
  826. 40:07on completion of this module you'll be
  827. 40:09able to view the total and available
  828. 40:12storage space for your
  829. 40:14organization know how to set auto or
  830. 40:17manual site storage limits and know how
  831. 40:20to set individual site storage
  832. 40:25limits
  833. 40:28the amount of SharePoint space your
  834. 40:30organization has is based on your number
  835. 40:33of
  836. 40:34licenses if you're a global
  837. 40:36administrator in Microsoft 365 you can
  838. 40:40add storage space to your subscription
  839. 40:42if you run
  840. 40:43out to view the total and available
  841. 40:46storage space for your organization you
  842. 40:49need to go to the SharePoint admin
  843. 40:50Center and you need to go to active
  844. 40:53sites as shown on
  845. 40:55screen
  846. 40:56ensuring that you've signed in with an
  847. 40:58account that has admin permissions for
  848. 41:00this
  849. 41:02organization in the upper right hand
  850. 41:04corner you can see here the amount of
  851. 41:06storage available and the total storage
  852. 41:08for your
  853. 41:10subscription if your organization has
  854. 41:12configured multi Geo which is multiple
  855. 41:15geographies in Microsoft 365 you can
  856. 41:18point to the bar to see the amount of
  857. 41:20storage used in the current GE location
  858. 41:22and all other GE
  859. 41:25locations SharePoint admin Center allows
  860. 41:28you to set automatic or manual site
  861. 41:30storage limits and by default your
  862. 41:32SharePoint storage is available in a
  863. 41:35central pool from which all Sites can
  864. 41:37draw you as a global administrator or
  865. 41:40SharePoint administrator don't need to
  866. 41:42divvy up the storage space or reallocate
  867. 41:45space based on usage that's all handled
  868. 41:49automatically sites use what they need
  869. 41:52when they need it if you previously set
  870. 41:54storage limits manually and switch to
  871. 41:57using pulled storage SharePoint resets
  872. 42:00all the limits to 25 terabytes that's
  873. 42:0425,600 GB it's important to note that
  874. 42:07the total storage for your organization
  875. 42:10might actually be less than 25
  876. 42:13terabytes if you prefer to fine tune the
  877. 42:15storage space allocated to each site you
  878. 42:18can set your storage management option
  879. 42:21to manual and specify individual site
  880. 42:24storage limits so to do this go to
  881. 42:27settings in the SharePoint admin Center
  882. 42:30as shown on
  883. 42:31screen ensuring that you've signed in
  884. 42:33with an account that has admin
  885. 42:35permissions for your
  886. 42:38organization then site storage
  887. 42:44limits and switch between automatic and
  888. 42:48manual so I'm going to choose manual for
  889. 42:51my example and save once you have set
  890. 42:54your storage management option to manual
  891. 42:56you can then specify the individual site
  892. 42:58storage limits so to do this go to the
  893. 43:02active sites in the SharePoint admin
  894. 43:05Center select the site for my example
  895. 43:09I'm going to choose sales
  896. 43:12team once the site is selected click
  897. 43:15storage at the top to edit the storage
  898. 43:19limit for this example I'm going to type
  899. 43:22in 1
  900. 43:25250 Z needs to be less than
  901. 43:2925,600 in this
  902. 43:32example and Microsoft also recommend
  903. 43:34that you set an email alert so that you
  904. 43:37and other site admins can be
  905. 43:40notified when the sites are nearing the
  906. 43:43storage limit and this represents the
  907. 43:46percentage of the storage limit when
  908. 43:49owners should be notified and then save
  909. 43:52confirmation appears at the top of the
  910. 43:54screen and close
  911. 43:57to close the window
  912. 44:09down hello everyone and welcome back to
  913. 44:11this final part of the course on
  914. 44:13SharePoint admin Center for most
  915. 44:16organizations the management of the
  916. 44:18SharePoint admin Center is just one of
  917. 44:21the many skills required by Network
  918. 44:24administrators this call has been
  919. 44:26designed as an introduction for those
  920. 44:28who are new to SharePoint admin and as a
  921. 44:31result it represents a first dip in the
  922. 44:34ocean of configuring and managing
  923. 44:37SharePoint Network Services for your
  924. 44:40organization as you might remember the
  925. 44:43homepage displayed on screen initially
  926. 44:46was not showing much detail but as we've
  927. 44:49been active with the various sites and
  928. 44:54files and us users we can now see that
  929. 44:58this information is presented to us on
  930. 45:00the
  931. 45:01homepage to recap from the navigation
  932. 45:04bar on the left hand side the admin
  933. 45:07Center was the main area of our Focus
  934. 45:10for sites such as active sites and also
  935. 45:15deleted
  936. 45:21sites we explored how to create a site
  937. 45:24from the active sites option including
  938. 45:27team sites communication sites and
  939. 45:31classic
  940. 45:32sites we also while in site view
  941. 45:35explored how to create a new list a new
  942. 45:38document
  943. 45:40library and once these were created how
  944. 45:44to embed them into a page using web
  945. 45:52Parts subsequent to that we then went
  946. 45:55into the policies menu on the SharePoint
  947. 45:57admin
  948. 45:58Center to help us understand more about
  949. 46:01sharing which is where we configured
  950. 46:04things like external sharing settings
  951. 46:06file and folder
  952. 46:09links as well as default
  953. 46:11permissions we then spent some time
  954. 46:14focusing on SharePoint
  955. 46:17settings which can be accessed from
  956. 46:21here we looked at things like site
  957. 46:23storage limits as you can see
  958. 46:26in the navigation bar on the left hand
  959. 46:28side there are many many more options
  960. 46:31available all of the features and
  961. 46:33functionality demonstrated for you will
  962. 46:36set you off in the right direction so
  963. 46:39that you can further develop your skills
  964. 46:41and work towards the next level of
  965. 46:43Competency in conclusion I sincerely
  966. 46:46hope that you've enjoyed this course and
  967. 46:48you found it clear and informative as
  968. 46:51well as
  969. 46:52engaging my name is Chris panidis and I
  970. 46:55want to thank you for your
  971. 46:57time if you're not a subscriber click
  972. 47:00down below to subscribe so you get
  973. 47:01notified about similar videos we upload
  974. 47:05to see the full course that this video
  975. 47:07came from click over there and click
  976. 47:11over there to see more videos from Simon
  977. 47:14says it

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