Microsoft Office 365 Administration Cookbook E-Book

Nate Chamberlain

• Herausgeber: Packt Publishing
• Kategorie: Fachliteratur
• Sprache: Englisch

Seitenzahl: 275

Veröffentlichungsjahr: 2020

Beschreibung

Organizations across the world have switched to Office 365 to boost workplace productivity. However, to maximize investment in Office 365, you need to know how to efficiently administer Office 365 solutions.
Microsoft Office 365 Administration Cookbook is packed with recipes to guide you through common and not-so-common administrative tasks throughout Office 365. Whether you’re administering a single app such as SharePoint or organization-wide Security & Compliance across Office 365, this cookbook offers a variety of recipes that you’ll want to have to hand. The book begins by covering essential setup and administration tasks. You’ll learn how to manage permissions for users and user groups along with automating routine admin tasks using PowerShell. You’ll then progress through to managing core Office 365 services such as Exchange Online, OneDrive, SharePoint Online, and Azure Active Directory (AD). This book also features recipes that’ll help you to manage newer services such as Microsoft Search, Power Platform, and Microsoft Teams. In the final chapters, you’ll delve into monitoring, reporting, and securing your Office 365 services.
By the end of this book, you’ll have learned about managing individual Office 365 services along with monitoring, securing, and optimizing your entire Office 365 deployment efficiently.

Leseprobe

Microsoft Office 365 Administration Cookbook

Enhance your Office 365 productivity with recipes to manage and optimize its apps and services

Nate Chamberlain

BIRMINGHAM—MUMBAI

Microsoft Office 365 Administration Cookbook

Copyright © 2020 Packt Publishing

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Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

Commissioning Editor: Wilson D'souza

Senior Editor: Shazeen Iqbal

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First published: September 2020

Production reference: 1080920

Published by Packt Publishing Ltd.

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ISBN 978-1-83855-123-0

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Contributors

About the author

Nate Chamberlain, a Microsoft 365 Enterprise Administrator Expert and Microsoft MVP in Office apps and services since 2019, has over 5 years of experience in helping organizations deploy and maximize their usage of Office 365 apps and services. His work has included administrative and analyst roles in the higher education, healthcare, corporate, and finance sectors.

Nate is the author of several other books, including an MS-101 exam guide, an MS-500 exam guide, and a handful of smaller publications on SharePoint, OneNote, and leading advocate groups. Nate speaks at user groups and conferences both in person and virtually throughout the year, and he can be found blogging regularly at NateChamberlain.com and tweeting as @chambernate on Twitter.

About the reviewers

Greg Swart has been working with Microsoft Modern Workplace tools for 8 years and is passionate about business process transformation. He has worked in higher education, engineering, and construction as an expert and is leveraging Office 365 to increase efficiency and implement changes from the ground up. He now works as a senior consultant focusing on the middle market and helping smaller organizations achieve the same benefits as large enterprises.

I'd like to thank my wife, Mikayla, and our three children, Sierra, Riley, and Hayley, for their daily support and patience. I'd also like to thank Nate for his boundless energy, positive attitude, and dedication to building a community by sharing what we learn.

Mike Swantek is a senior consultant and seasoned business professional partnered with a nationwide consulting firm. Mike uses his corporate experience, strategy, and vision to add significant value in companies utilizing Microsoft products and solutions. Mike has demonstrated achievements in SharePoint, SharePoint Online, business intelligence, process improvement, enterprise content management, information security, and project management in his 25+ year career in business and IT. Mike enjoys speaking at various SharePoint Saturday events throughout the year and is also a musician.

Suzanne Hunt has been in the IT industry for 15 years, with a career ranging across frontend and backend support, administration, system configuration, and development roles. Working in both technical and development roles has given her a broad base of skills. She has an applied interest in all things web-based, in particular SharePoint and the Microsoft 365 stack, having both administration and development experience across the product range. She is enthusiastic about helping community groups, having been part of the team that set up the Enderly Computer Clubhouse as well as being the chairperson of the governing board. More recently, she has taken up a position on the Web Access Waikato Trust and has been volunteering with Hospice Waikato for over 10 years.

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Table of Contents

Preface

Chapter 1: Office 365 Setup and Basic Administration

Technical requirements  18

Accessing the admin centers  18

Getting ready  18

How to do it…  18

How it works…  20

See also  20

Setting up the PowerShell environment  20

Getting ready  21

How to do it…  22

How it works…  23

There's more…  24

See also  24

Viewing and filtering the roadmap  24

Getting ready  24

How to do it…  24

How it works…  26

There's more…  26

See also  27

Discovering upcoming changes  27

Getting ready  27

How to do it…  27

How it works…  29

There's more…   29

See also   29

Opening a service request  29

Getting ready  29

How to do it…  30

How it works…  32

There's more…  33

See also  34

Monitoring service request status  34

Getting ready  34

How to do it…  34

How it works…  35

There's more…  36

See also  38

Adding a domain  38

Getting ready  39

How to do it…  39

How it works…  40

See also  41

Changing the domain for users  41

Getting ready  41

How to do it…  41

How it works…  42

See also  43

Assigning a license to a user  43

Getting ready  43

How to do it…  43

How it works…  45

There's more…   46

Assigning a license to a group  46

Getting ready  46

How to do it…  46

How it works…  49

See also   49

Customizing navigation of the admin center  49

Getting ready  49

How to do it…  50

How it works…  51

Personalizing your admin center home page  52

Getting ready  52

How to do it…  52

How it works…  54

Chapter 2: Office 365 Identity and Roles

Technical requirements  56

Creating a new user  56

Getting ready  56

How to do it…  57

How it works…  60

Importing users in bulk  60

Getting ready  60

How to do it…  61

How it works…  63

See also   63

Creating a new Office 365 group  63

Getting ready  63

How to do it…  63

How it works…  65

There's more…   65

See also   65

Enabling Security Defaults (MFA)  65

Getting ready  66

How to do it…  66

How it works…  66

See also   67

Exporting users  67

Getting ready  67

How to do it…  67

How it works…  68

Managing guest users  68

Getting ready  68

How to do it…  68

How it works…  69

There's more…  70

See also  70

Creating a user template  70

Getting ready  71

How to do it…  71

How it works…  77

There's more…  77

See also  77

Restricting users from creating new O365 groups  77

Getting ready  78

How to do it…  78

How it works…  81

See also  83

Assigning the User Administrator admin role in Azure AD  83

Getting ready  83

How to do it…  83

How it works…  85

See also   86

Managing admin roles in the Microsoft 365 admin center  86

Getting ready  86

How to do it…  86

How it works…  89

See also  89

Chapter 3: Administering Office 365 with PowerShell

Technical requirements  92

Getting a list of all available commands  93

Getting ready  93

How to do it…  93

How it works…  94

Creating a user  94

Getting ready  95

How to do it…  95

How it works…  95

There's more…   95

Disabling a user  96

Getting ready  96

How to do it…  96

How it works…  96

Changing user settings or profile information  97

Getting ready  97

How to do it…  97

How it works…  97

Getting a list of all users with user properties  98

Getting ready  98

How to do it…  98

How it works…  100

There's more…   100

Changing a user password  100

Getting ready  100

How to do it…  101

How it works…  101

Connecting via PowerShell to SharePoint Online  101

Getting ready  101

How to do it…  102

How it works…  103

See also   103

Creating a SharePoint site collection   103

Getting ready  103

How to do it…  104

How it works…  104

There's more…   104

Adding a new site collection admin to all SharePoint Online sites  104

Getting ready  105

How to do it…  105

How it works…  105

Restoring a deleted OneDrive site  105

Getting ready  105

How to do it…  106

How it works…  106

Hiding Office 365 groups from the Global Address List  106

Getting ready  107

How to do it…  107

How it works…  108

Preventing external senders from emailing internal Office 365 groups  108

Getting ready  108

How to do it…  108

How it works…  108

Chapter 4: Managing Exchange Online

Technical requirements  110

Creating a user mailbox  110

How to do it…  110

How it works…  111

There's more  112

See also  112

Creating a mail-enabled security group  112

Getting ready  113

Getting ready  113

How to do it…  113

How it works…  115

See also   115

Creating a shared mailbox without an O365 group  116

Getting ready  116

How to do it…  116

How it works…  118

See also   119

Creating a distribution list  119

Getting ready  119

How to do it…  119

How it works…  121

See also  121

Creating a dynamic distribution list  122

Getting ready  122

How to do it…  122

How it works…  125

See also  125

Assigning permissions and roles  125

Getting ready  125

How to do it…  125

How it works…  126

See also  127

Creating an Exchange-specific retention policy  127

Getting ready  127

How to do it…  127

How it works…  130

See also  130

Creating a mail flow rule  130

Getting ready  130

How to do it…  131

How it works…  134

See also  135

Configuring spam filter policies  135

Getting ready  135

How to do it…  135

How it works…  137

Creating room and equipment resources  138

Getting ready  138

How to do it…  138

How it works…  142

Enabling advanced threat protection (ATP) features  142

Getting ready  142

How to do it…  143

How it works…  147

See also  147

Chapter 5: Setting Up and Configuring Microsoft Search

Technical requirements  150

Creating an acronym  150

Getting ready  150

How to do it…  150

How it works…  152

There's more  152

See also  152

Creating a bookmark  153

Getting ready  153

How to do it…  153

How it works…  156

See also  156

Importing bookmarks in bulk from CSV  156

Getting ready  156

How to do it…  156

How it works…  158

See also  158

Importing SharePoint promoted results as bookmarks  158

Getting ready  158

How to do it…  159

How it works…  160

See also  161

Adding a location  161

Getting ready  162

How to do it…  162

How it works…  164

There's more  164

See also  164

Adding a floor plan  165

Getting ready  165

How to do it…  165

How it works…  167

See also  167

Adding a Q&A result  167

Getting ready  167

How to do it…  167

How it works…  170

There's more  171

See also  171

Assigning the Search Admin and Search Editor roles  171

Getting ready  171

How to do it…  171

How it works…  173

See also  173

Setting up the usage of Microsoft Search in Bing  173

Getting ready  173

How to do it…  173

How it works…  174

There's more  174

See also  176

Using Search Insights dashboard reports  176

Getting ready  176

How to do it…  177

How it works…  178

See also  178

Chapter 6: Administering OneDrive

Technical requirements  180

Enabling the local syncing of files  180

Getting ready  180

How to do it…  180

How it works…  181

See also  182

Restricting local syncing to PCs on specific domains  182

Getting ready  182

How to do it…  182

How it works…  184

See also  184

Setting up compliance safeguards  184

Getting ready  184

How to do it…  184

How it works…  185

Providing manager access to a terminated employee's OneDrive  185

Getting ready  186

How to do it…  186

How it works…  188

There's more  188

See also  188

Setting the default share link type  188

Getting ready  188

How to do it…  189

How it works…  190

Configuring external sharing permission levels  190

Getting ready  191

How to do it…  191

How it works…  192

See also   192

Restricting sharing to specific domains  193

Getting ready  193

How to do it…  193

How it works…  194

See also   194

Adjusting all users' default storage allocation and retention periods  195

Getting ready  195

How to do it…  195

How it works…  196

See also   196

Restricting OneDrive access to devices on specific IP address locations  196

Getting ready  196

How to do it…  196

How it works…  197

See also   197

Configuring mobile app permissions  197

Getting ready  198

How to do it…  198

How it works…  199

See also   199

Migrating data using the SharePoint Migration Tool  200

Getting ready  200

How to do it…  200

How it works…  203

See also   204

Chapter 7: Configuring the Power Platform

Technical requirements  206

Creating a new Power Platform environment  206

Getting ready  207

How to do it…  207

How it works…  210

There's more  210

See also  210

Restricting certain connectors in Power Apps and Power Automate from accessing business data  210

Getting ready  210

How to do it…  211

How it works…  213

See also  214

Installing an on-premises data gateway  214

Getting ready  214

How to do it…  214

How it works…  219

There's more  219

See also   219

Restricting users from installing on-premises data gateways  220

Getting ready  220

How to do it…  220

How it works…  222

See also   222

Auditing Power BI embed codes created by your organization  222

Getting ready  222

How to do it…  222

How it works…  224

There's more   224

Restricting Power BI's Publish to Web (anonymous share) ability to specific security group members  224

Getting ready  224

How to do it…  224

How it works…  226

See also   226

Restricting the external sharing of Power BI reports  226

Getting ready  226

How to do it…  226

How it works…  228

See also   228

Configuring a default logo, cover image, and theme for Power BI  228

Getting ready  228

How to do it…  228

How it works…  230

See also   230

Creating a Common Data Service database  230

Getting ready  230

How to do it…  231

How it works…  233

See also  233

Chapter 8: Administering SharePoint Online

Technical requirements  236

Creating a new site collection  236

Getting ready  236

How to do it…  236

How it works…  238

See also  239

Deleting a site collection  239

Getting ready  239

How to do it…  239

How it works…  240

There's more...  241

See also  241

Limiting external sharing abilities  241

Getting ready  241

How to do it…  242

How it works…  243

See also  243

Setting up stricter external sharing settings for a specific site collection  244

Getting ready  244

How to do it…  244

How it works…  246

There's more...  246

See also  246

Setting up the default share link type  247

Getting ready  247

How to do it…  247

How it works…  248

See also  249

Configuring site collection storage  249

Getting ready  250

How to do it…  250

How it works…  253

See also  253

Giving someone access to another user's OneDrive site  253

Getting ready  254

How to do it…  254

How it works…  256

Importing data from network locations using Migration Manager  256

Getting ready  256

How to do it…  256

How it works…  260

There's more...  260

See also  260

Hiding the Subsite creation button  260

Getting ready  261

How to do it…  261

How it works…  262

See also  262

Designating a site collection as a hub site and associating other site collections with it  262

Getting ready  263

How to do it…  263

How it works…  266

There's more...  266

See also  266

Restricting access by IP address  266

Getting ready  266

How to do it…  266

How it works…  268

See also  268

Chapter 9: Managing Microsoft Teams

Technical requirements  269

Creating a team  270

Getting ready  270

How to do it…  270

How it works…  273

There's more  274

See also   274

Creating a Teams policy  274

Getting ready  274

How to do it…  275

How it works…  276

See also   277

Creating a meeting policy  277

Getting ready  277

How to do it…  277

How it works…  279

See also   279

Configuring meeting settings  279

Getting ready  279

How to do it…  279

How it works…  281

See also  281

Creating a live event policy  281

Getting ready  282

How to do it…  282

How it works…  284

See also  284

Configuring live event settings  284

Getting ready  284

How to do it…  285

How it works…  286

See also  286

Creating a messaging policy  286

Getting ready  286

How to do it…  286

How it works…  288

See also  289

Configuring Teams setup policies  289

Getting ready  289

How to do it…  289

How it works…  292

See also  293

Configuring external access  293

Getting ready  293

How to do it…  293

How it works…  294

There's more  294

See also   295

Configuring guest access  295

Getting ready  295

How to do it…  295

How it works…  297

See also   297

Reviewing teams and their owners  298

Getting ready  298

How to do it…  298

How it works…  299

Using PowerShell to export a list of all the teams' owners and members  300

Getting ready  300

How to do it…  300

How it works…  302

See also  302

Chapter 10: Configuring and Managing Users in Azure Active Directory (Azure AD)

Technical requirements  304

Bulk create users in AAD  304

Getting ready  304

How to do it…  304

How it works…  306

See also  306

Adding branding to the AAD sign-in page  306

Getting ready  306

How to do it…  307

How it works…  310

See also  312

Adding a privacy statement to the AAD sign-in page   312

Getting ready  312

How to do it…  313

How it works…  313

There's more...  314

See also  314

Installing and connecting to AAD via PowerShell  314

Getting ready  314

How to do it…  314

How it works…  316

There's more...  316

See also  316

Adding/removing users via PowerShell in AAD  317

Getting ready  317

How to do it…  317

How it works…  318

See also  318

Creating an access review report in Azure AD  318

Getting ready  318

How to do it…  319

How it works…  322

See also  324

Allowing/disallowing users from connecting LinkedIn to their account  324

Getting ready  325

How to do it…  325

How it works…  326

See also  326

Enabling a self-service password reset  326

Getting ready  326

How to do it…  326

How it works…  328

See also  328

Using SSO to simplify organization-wide sign-in processes  328

Getting ready  328

How to do it…  328

How it works…  329

See also  329

Chapter 11: Understanding the Microsoft 365 Security & Compliance Center

Technical requirements  332

Viewing a report on all users who have accessed a specific SharePoint file  332

Getting ready  332

How to do it…  332

How it works…  334

There's more...  334

See also  334

Using Content Search to find content containing certain keywords  335

Getting ready  335

How to do it…  335

How it works…  336

See also  336

Creating a retention policy based on the discovery of certain keywords  336

Getting ready  337

How to do it…  337

How it works…  339

See also  340

Accessing the standard Microsoft BAA  340

Getting ready  340

How to do it…  340

How it works…  341

There's more...  342

Accessing and reviewing an organization's secure score  342

Getting ready  342

How to do it…  342

How it works…  346

See also  346

Complying with Secure Score security configuration recommendations  346

Getting ready  347

How to do it…  347

How it works…  349

See also  349

Assigning permissions for non-IT users to the Security & Compliance admin center  350

Getting ready  350

How to do it…  350

How it works…  352

See also  352

Using Communication Compliance to identify potential policy violations in messages  353

Getting ready  353

How to do it…  353

How it works…  355

See also  355

Chapter 12: Deploying Data Loss Prevention and eDiscovery

Technical requirements  358

Creating a DLP policy to protect content with HIPAA-protected data detected  358

Getting ready  358

How to do it…  359

How it works…  364

See also  365

Using DLP to automatically report HIPAA incidents  365

Getting ready  365

How to do it…  365

How it works…  367

See also  367

Creating a DLP policy for content with custom keywords in the name or subject  368

Getting ready  368

How to do it…  368

How it works…  376

See also  377

Tuning a sensitive information type's confidence level  377

Getting ready  377

How to do it…  377

How it works…  379

There's more...  379

See also  380

Creating an eDiscovery case  380

Getting ready  380

How to do it…  380

How it works…  385

There's more...  385

See also  385

Managing eDiscovery cases   385

Getting ready  385

How to do it…  385

How it works…  387

See also  387

Creating an advanced eDiscovery case  387

Getting ready  388

How to do it…  388

How it works…  389

See also  389

Changing who has access to an advanced eDiscovery case  389

Getting ready  390

How to do it…  390

How it works…  392

See also  392

Chapter 13: Monitoring Office 365 Apps and Services

Technical requirements  394

Finding at-risk users  394

Getting ready  394

How to do it…  394

How it works…  396

See also  396

Creating alerts for specific activities performed by users in OneDrive  396

Getting ready  396

How to do it…  397

How it works…  399

See also  399

Reviewing mail handling to see spam and malware history  399

Getting ready  400

How to do it…  400

How it works…  402

See also  402

Identifying your least active SharePoint sites  403

Getting ready  403

How to do it…  403

How it works…  404

There's more…  404

See also  404

Reviewing search activity across SharePoint site collections  405

How to do it…  405

How it works…  407

See also  407

Checking the service health status and known issues   407

Getting ready  407

How to do it…  407

How it works…  409

See also  409

Checking general usage data for Office 365 apps and services  409

Getting ready  409

How to do it…  409

How it works…  410

See also  411

Checking Teams usage and user activity  411

Getting ready  411

How to do it…  411

How it works…  412

There's more...  412

See also  413

Monitoring Power Apps and Power Automate usage  413

Getting ready  413

How to do it…  413

How it works…  415

See also  415

Chapter 14: Appendix – Office 365 Subscriptions and Licenses

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Preface

Thank you for buying this Microsoft Office 365 Administration Cookbook. Throughout the chapters that follow, you'll find over 100 recipes that walk you through administrative functions in the various apps and services that are to be found in Office 365. While that may seem like a lot, we're just scratching the surface. And in many cases, we've made a decision in recipes to focus on a specific way of configuring a policy or setting that could be configured a dozen other ways. The flexibility and potential for variation in how you administer your unique Office 365 environment in your organization is seemingly endless. This cookbook should simply spark ideas and get you on the right track to where you want to take your own apps and services. Always consult your organization's compliance and governance guidelines before making any significant changes, especially regarding security and compliance, and be sure to include others in decision-making where appropriate.

Who this book is for

The target audience for this book is new Office 365 administrators or those with beginner-level experience. Recipes will vary from beginner to advanced in complexity, but overall, they should be accessible to new administrators. Experienced administrators may also find value with the inclusion of newer apps and services, including those to do with the Power Platform and Microsoft Search.

What this book covers

Chapter 1, Office 365 Setup and Basic Administration, covers connecting a domain to your tenant, enabling PowerShell abilities, and migrating data to your new tenant, as well as basic navigation and routine tasks for administrators.

Chapter 2, Office 365 Identity and Roles, explores recipes that involve provisioning and managing users and groups in Office 365.

Chapter 3, Administering Office 365 with PowerShell, focuses exclusively on tasks that can be performed in Office 365 as an administrator using PowerShell.

Chapter 4, Managing Exchange Online, takes a look at configuring the user experience and security of your mail environment. Recipes range from Exchange basics to more advanced topics involving security.

Chapter 5, Setting Up and Configuring Microsoft Search, dives into one of the latest additions to Microsoft 365 and covers basic setup and configuration tasks, such as adding bookmarks and Q&A results, as well as utilizing data to improve and enhance the user experience.

Chapter 6, Administering OneDrive, looks at managing default and security settings and migrating data from local network locations to OneDrive.

Chapter 7, Configuring the Power Platform, explores important settings and administrative recipes for each of the Power Platform applications.

Chapter 8, Administering SharePoint Online, includes recipes on provisioning new site collections, managing sharing and site sprawl, and improving the user experience.

Chapter 9, Managing Microsoft Teams, covers Microsoft Teams, covering creating new teams and configuring policies and settings for live events, meetings, teams, external access, guests, and messaging.

Chapter 10, Configuring and Managing Users in Azure Active Directory (Azure AD), explores customizing the Azure AD portal, administering with PowerShell, enabling self-service password reset, access reviews, and more.

Chapter 11, Understanding the Microsoft 365 Security & Compliance Center, covers the essentials of the Office 365 Security & Compliance Center, such as monitoring audit log activities, working with Secure Score, and configuring advanced threat protection features.

Chapter 12, Deploying Data Loss Prevention and eDiscovery, covers data loss prevention policies, sensitive information types and labeling, eDiscovery cases, and more.

Chapter 13, Monitoring Office 365 Apps and Services, demonstrates how to procure reports on important and helpful topics that will enable you, as an administrator, to respond to risks and plan for growth in Office 365.

Chapter 14,Appendix – Office 365 Subscriptions and Licenses, contains links to helpful and current resources on subscriptions and licenses.

To get the most out of this book

Because everything covered in this book involves Office 365, a cloud-based and subscription-based service, you'll need a constant internet connection and an Office 365 subscription. In most cases, an E3 or E5 subscription will be sufficient, and recipes that require add-ons will specify that.

If you have a subscription through your organization, you may be able to perform some of these recipes if you've been granted the proper administrative role for the recipe(s) you wish to perform. If you're unable to obtain proper permissions and just want to practice the recipes, you can get a personal trial of Microsoft 365 at https://www.microsoft.com/en-us/microsoft-365/try. You can also get a Microsoft 365 tenant pre-populated with users and content specifically intended for development and testing at https://developer.microsoft.com/en-us/microsoft-365/dev-program.

If you are using the digital version of this book, we advise you to type the code yourself. Doing so will help you avoid any potential errors related to the copying and pasting of code.

Download the color images

We also provide a PDF file that has color images of the screenshots/diagrams used in this book. You can download it here: http://www.packtpub.com/sites/default/files/downloads/9781838551230_ColorImages.pdf.

Conventions used

There are a number of text conventions used throughout this book.

Code in text: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: "Mount the downloaded WebStorm-10*.dmg disk image file as another disk in your system."

Any command-line input or output is written as follows:

Install-Module AzureADPreview

Bold: Indicates a new term, an important word, or words that you see onscreen. For example, words in menus or dialog boxes appear in the text like this. Here is an example: "Select Show all from the left navigation menu."

Tips or important notes

Appear like this.

Sections

In this book, you will find several headings that appear frequently (Getting ready, How to do it..., How it works..., There's more..., and See also).

To give clear instructions on how to complete a recipe, use these sections as follows:

Getting ready

This section tells you what to expect in the recipe and describes how to set up any software or any preliminary settings required for the recipe.

How to do it…

This section contains the steps required to follow the recipe.

How it works…

This section usually consists of a detailed explanation of what happened in the previous section.

There's more…

This section consists of additional information about the recipe in order to make you more knowledgeable about the recipe.

See also

This section provides helpful links to other useful information for the recipe.

Get in touch

Feedback from our readers is always welcome.

General feedback: If you have questions about any aspect of this book, mention the book title in the subject of your message and email us at [email protected].

Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packtpub.com/support/errata, selecting your book, clicking on the Errata Submission Form link, and entering the details.

Piracy: If you come across any illegal copies of our works in any form on the Internet, we would be grateful if you would provide us with the location address or website name. Please contact us at [email protected] with a link to the material.

If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.

Reviews

Please leave a review. Once you have read and used this book, why not leave a review on the site that you purchased it from? Potential readers can then see and use your unbiased opinion to make purchase decisions, we at Packt can understand what you think about our products, and our authors can see your feedback on their book. Thank you!

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Chapter 1: Office 365 Setup and Basic Administration

Welcome to the Microsoft Office 365 Administration Cookbook. This book will share step-by-step instructions for completing basic to advanced administration tasks throughout the Office 365 ecosystem and is geared toward newer Office 365 administrators.

Many of the basic administration and tenant setup tasks are simple, but they require making decisions that are difficult to reverse or adjust later. In this first chapter, we'll cover important topics such as connecting a domain to your tenant, enabling PowerShell abilities, and migrating data to your new tenant. We'll also go over basic navigation and ongoing tasks administrators should commit to a routine.

We will cover the following recipes in this chapter:

Accessing the admin centers Setting up the PowerShell environmentViewing and filtering the roadmapDiscovering upcoming changesOpening a service requestMonitoring service request statusAdding a domainChanging the domain for usersAssigning a license to a userAssigning a license to a groupCustomizing navigation of the admin centerPersonalizing your admin center home page

Technical requirements

This chapter requires users to have administrative privileges in Office 365. Those with a global administrator role will be able to perform every task in each recipe. Specific app and functional administrators will be able to do many of the recipes. Throughout the book, we'll cover recipes requiring certain admin roles. All of these can be assigned by a current global administrator via the Microsoft 365 admin center's Users blade if they're not already.

For the second recipe, Setting up the PowerShell environment, you will need to download the Microsoft Services Online Sign-in Assistant, but this is covered in the recipe. For all other recipes, no downloads/installations are required.

Accessing the admin centers

Admin centers provide an interface through which you'll configure global settings, restrictions, and allowances for each app and service in Office 365. In this recipe, you'll learn how to find the admin centers for all apps and services used for configuration, management, and reporting of Office 365 apps and services.

Getting ready

You must be a user assigned as a global administrator or have a specific app administrator role to be able to access the corresponding app's admin center.

How to do it…

Go to the Microsoft 365 admin center at http://admin.microsoft.com.Select Show all from the left navigation menu:

Figure 1.1 – The left navigation pane of the Microsoft 365 admin center

Select the admin center you wish to access from those that appear by default, or select All admin centers to view a complete list. The All admin centers view is seen here:

Figure 1.2 – All admin centers available to a user displayed in the Microsoft 365 admin center

How it works…

By default, admin centers are "hidden" behind a Show all menu node in the Microsoft 365 Admin Center. Depending on your assigned role(s), you may be unable to access certain admin centers. In this recipe, you've discovered where they're listed and which of them are available to you.

Tip

Check out the last two recipes in this chapter, Customizing navigation of the admin center and Personalizing your admin center home page to make your admin experience simpler and more specific to your role.

Also, as you become more familiar with the various admin centers, you'll notice other Uniform Resource Locators (URLs) that will save you a couple of clicks, such as security.microsoft.com, compliance.microsoft.com, TenantName-admin.sharepoint.com, admin.powerplatform.microsoft.com, and so on.

See also

Learn more about specific admin roles and their abilities at https://docs.microsoft.com/en-us/microsoft-365/admin/add-users/about-admin-roles.

Setting up the PowerShell environment

PowerShell is an ever-growing scripting language that allows network and system admins to interact with Microsoft products in an elevated manner. Admins can use PowerShell to create new users, make changes to users, interact with MS-SQL tables, move and manipulate files, and much more. PowerShell cmdlets are single-purpose functions with specific rules and syntax, but there are hundreds of these cmdlets, giving admins a flexible and extensible toolset with which to customize, administer, and run their tenant.

As there are so many possible uses of PowerShell, Chapter 3, Administering Office 365 with PowerShell, is dedicated to the topic. However, every admin must start somewhere, and that is why the basic steps to setting up your PowerShell environment are presented here in the following recipe—steps for connecting your desktop or laptop to your Office 365 tenant.

Getting ready

To start, an admin must have PowerShell installed, either the command-line, black screen version or an Integrated Scripting Environment (ISE