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Microsoft 365 Administration Cookbook - Second Edition

Name: Microsoft 365 Administration Cookbook - Second Edition
Author: Nate Chamberlain
ISBN: 9781835888025

by Nate Chamberlain

November 2024

Intermediate to advanced

516 pages

11h 49m

English

Packt Publishing

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Microsoft 365 Administration Cookbook
Foreword
Contributors
About the author
About the reviewers
Preface
Who this book is forWhat this book coversTo get the most out of this bookConventions usedSectionsGetting readyHow to do it…How it works…There’s more…See alsoGet in touchShare Your ThoughtsDownload a free PDF copy of this book
Chapter 1: Microsoft 365 Setup and Basic Administration
Technical requirementsAccessing the admin centersGetting readyHow to do it…How it works…See alsoSetting up PowerShellGetting readyHow to do it…How it works…There’s more…See alsoViewing and filtering the Microsoft 365 roadmapGetting readyHow to do it…How it works…See alsoDiscovering upcoming changes via Microsoft 365 Message centerGetting readyHow to do it…How it works…There’s more…See alsoOpening a service requestGetting readyHow to do it…How it works…Monitoring service request statusGetting readyHow to do it…How it works…There’s more…Adding a domainGetting readyHow to do it…How it works…There’s more…See alsoChanging the domain for usersGetting readyHow to do it…How it works…See alsoAssigning a license to a userGetting readyHow to do it…How it works…There’s more…See alsoAssigning a license to a groupGetting readyHow to do it…How it works…See alsoCustomizing navigation of the admin centerGetting readyHow to do it…How it works…Personalizing your admin center home pageGetting readyHow to do it…How it works…There’s more…
Chapter 2: Microsoft 365 Identity and Roles
Technical requirementsCreating a new userGetting readyHow to do it…How it works…There’s more…See alsoImporting users in bulkGetting readyHow to do it…How it works…There’s more…See alsoCreating a new Microsoft 365 groupGetting readyHow to do it…How it works…There’s more…See alsoEnabling security defaults (MFA) in Entra IDGetting readyHow to do it…How it works…There’s more…See alsoExporting usersGetting readyHow to do it…How it works…There’s more…See alsoManaging guest usersGetting readyHow to do it…How it works…There’s more…See alsoCreating a user templateGetting readyHow to do it…How it works…There’s more…See alsoRestricting users from creating new Microsoft 365 groupsGetting readyHow to do it…How it works…There’s more…See alsoAssigning the User Administrator roleGetting readyHow to do it…How it works…There’s more…See alsoManaging admin roles in the Microsoft 365 admin centerGetting readyHow to do it…How it works…There’s more…See also
Chapter 3: Administering Microsoft 365 with PowerShell
Technical requirementsGetting a list of all available commandsGetting readyHow to do it…How it works…There’s more…See alsoCreating a userGetting readyHow to do it…How it works…There’s more…See alsoDisabling a userGetting readyHow to do it…How it works…There’s more…See alsoChanging user settings or profile informationGetting readyHow to do it…How it works…There’s more…See alsoGetting a list of all users with user propertiesGetting readyHow to do it…How it works…There’s more…See alsoChanging a user passwordGetting readyHow to do it…How it works…There’s more…See alsoConnecting via PowerShell to SharePoint OnlineGetting readyHow to do it…How it works…There’s more…See alsoCreating a SharePoint Online siteGetting readyHow to do it…How it works…There’s more…See alsoAdding a new site admin to all SharePoint Online sitesGetting readyHow to do it…How it works…There’s more…See alsoRestoring a deleted OneDrive siteGetting readyHow to do it…How it works…There’s more…See alsoHiding Microsoft 365 groups from the Global Address ListGetting readyHow to do it…How it works…There’s more…See alsoPreventing external senders from emailing internal Microsoft 365 groupsGetting readyHow to do it…How it works…There’s more…See also
Chapter 4: Managing Exchange Online
Technical requirementsCreating a new user with a mailboxGetting readyHow to do it…How it works…There’s more…See alsoCreating a mail-enabled security groupGetting readyHow to do it…How it works…There’s more…See alsoCreating an Exchange Online shared mailboxGetting readyHow to do it…How it works…There’s more…See alsoCreating a distribution listGetting readyHow to do it…How it works…There’s more…See alsoCreating a dynamic distribution listGetting readyHow to do it…How it works…There’s more…See alsoCreating an Exchange-specific retention policyGetting readyHow to do it…How it works…There’s more…See alsoCreating a mail flow ruleGetting readyHow to do it…How it works…There’s more…See alsoConfiguring spam filter policiesGetting readyHow to do it…How it works…There’s more…See alsoCreating room and equipment resourcesGetting readyHow to do it…How it works…There’s more…See alsoEnabling ATP featuresGetting readyHow to do it…How it works…There’s more…See also
Chapter 5: Setting Up and Configuring Microsoft Search
Technical requirementsCreating an acronymGetting readyHow to do it…How it works…There’s more…See alsoCreating a bookmarkGetting readyHow to do it…How it works…There’s more…See alsoImporting bookmarks in bulk from CSVGetting readyHow to do it…How it works…There’s more…See alsoAdding a locationGetting readyHow to do it…How it works…There’s more…See alsoAdding a Q&A resultGetting readyHow to do it…How it works…There’s more…See alsoSetting up usage of Microsoft Search in BingGetting readyHow to do it…How it works…There’s more…See alsoAssigning Search Administrator and Search Editor rolesGetting readyHow to do it…How it works…There’s more…See alsoUsing Search Insights dashboard reportsGetting readyHow to do it…How it works…There’s more…See also

Chapter 6: Administering OneDrive for Business
Technical requirementsEnabling external sharingGetting readyHow to do it…How it works…There’s more…See alsoConfiguring external sharing permission levelsGetting readyHow to do it…How it works…There’s more…See alsoRestricting sharing to specific domainsGetting readyHow to do it…How it works…There’s more…See alsoEnabling local sync of filesGetting readyHow to do it…How it works…There’s more…See alsoRestricting local syncing to PCs on specific domainsGetting readyHow to do it…How it works…There’s more…See alsoSetting up compliance safeguardsGetting readyHow to do it…How it works…There’s more…See alsoProviding individuals access to another user’s OneDrive contentGetting readyHow to do it…How it works…There’s more…See alsoSetting the default share link typeGetting readyHow to do it…How it works…There’s more…See alsoAdjusting all users’ default storage allocation and retention periodsGetting readyHow to do it…How it works…There’s more…See alsoMigrating data using the SPMTGetting readyHow to do it…How it works…There’s more…See also
Chapter 7: Configuring Power Platform
Technical requirementsCreating a new Power Platform environmentGetting readyHow to do it…How it works…There’s more…See alsoCreating a Dataverse databaseGetting readyHow to do it…How it works…There’s more…See alsoRestricting certain connectors in Power Apps and Power Automate from accessing business dataGetting readyHow to do it…How it works…There’s more…See alsoUsing Analytics to explore usage, failures, and performance in Microsoft Power PlatformGetting readyHow to do it…How it works…There’s more…See alsoInstalling an on-premises data gatewayGetting readyHow to do it…How it works…There’s more…See alsoRestricting users from installing on-premises data gatewaysGetting readyHow to do it…How it works…There’s more…See alsoRestricting Power BI’s Publish to web (anonymous share) ability to specific security group membersGetting readyHow to do it…How it works…There’s more…See alsoAuditing Power BI embed codes created by your organizationGetting readyHow to do it…How it works…There’s more…See alsoConfiguring a default logo, cover image, and theme for Power BIGetting readyHow to do it…How it works…There’s more…See also
Chapter 8: Administering SharePoint Online
Technical requirementsCreating a new siteGetting readyHow to do it…How it works…There’s more…See alsoDeleting a siteGetting readyHow to do it…How it works…There’s more…See alsoLimiting external sharing abilitiesGetting readyHow to do it…How it works…There’s more…See alsoSetting stricter external sharing settings for a specific siteGetting readyHow to do it…How it works…There’s more…See alsoSetting the default share link typeGetting readyHow to do it…How it works…There’s more…See alsoConfiguring site collection storageGetting readyHow to do it…How it works…There’s more…See alsoImporting data from network locations using the Migration Manager or SPMTGetting readyHow to do it…How it works…There’s more…See alsoHiding the subsite creation buttonGetting readyHow to do it…How it works…There’s more…See alsoDesignating a site as a hub site and associating other sites with itGetting readyHow to do it…How it works…There’s more…See alsoRestricting access by IP addressGetting readyHow to do it…How it works…There’s more…See also
Chapter 9: Managing Microsoft Teams
Technical requirementsCreating a teamGetting readyHow to do it…How it works…There’s more…See alsoCreating a Team policyGetting readyHow to do it…How it works…There’s more…See alsoConfiguring meeting settingsGetting readyHow to do it…How it works…There’s more…See alsoCreating a Meeting policyGetting readyHow to do it…How it works…There’s more…See alsoCreating an Events policyGetting readyHow to do it…How it works…There’s more…See alsoCreating a Messaging policyGetting readyHow to do it…How it works…There’s more…See alsoApplying a policy (Team/Meeting/Messaging) to specific usersGetting readyHow to do it…How it works…There’s more…See alsoConfiguring Teams setup policiesGetting readyHow to do it…How it works…There’s more…See alsoConfiguring external accessGetting readyHow to do it…How it works…There’s more…See alsoConfiguring guest accessGetting readyHow to do it…How it works…There’s more…See alsoReviewing all teams and their ownersGetting readyHow to do it…How it works…There’s more…See also
Chapter 10: Managing Viva Engage
Technical requirementsUnderstanding admin roles for Viva EngageGetting readyHow to do it…How it works…There’s more…See alsoPinning Viva Engage in TeamsGetting readyHow to do it…How it works…There’s more…See alsoAssigning the Corporate Communicator role to a userGetting readyHow to do it…How it works…There’s more…See alsoCustomizing the look of your Viva Engage networkGetting readyHow to do it…How it works…There’s more…See alsoCreating a Viva Engage communityGetting readyHow to do it…How it works…There’s more…See alsoCreating a dynamic Viva Engage communityGetting readyHow to do it…How it works…There’s more…See alsoRestricting posts in the All Company communityGetting readyHow to do it…How it works…There’s more…See also
Chapter 11: Configuring and Managing Users in Microsoft Entra ID
Technical requirementsCreating and populating Microsoft Entra IDGetting readyHow to do it…How it works…There’s more…See alsoAdding branding to the Entra ID sign-in pageGetting readyHow to do it…How it works…There’s more…See alsoAdding a privacy statement to the Entra ID sign-in pageGetting readyHow to do it…How it works…There’s more…See alsoAdding SSO for an applicationGetting readyHow to do it…How it works…There’s more…See alsoGetting direct sign-on links for organizational appsGetting readyHow to do it…How it works…There’s more…See alsoInstalling and connecting to the Microsoft Graph SDK via PowerShellGetting readyHow to do it…How it works…There’s more…See alsoAdding/removing users via PowerShell in Microsoft GraphGetting readyHow to do it…How it works…There’s more…See alsoCreating an Access review report in Entra IDGetting readyHow to do it…How it works…There’s more…See alsoReviewing and completing an Access review report in Entra IDGetting readyHow to do it…How it works…There’s more…See alsoEnabling self-service password resetGetting readyHow to do it…How it works…There’s more…See also
Chapter 12: Understanding Microsoft Defender
Technical requirementsCreating a threat protection policyGetting readyHow to do it…How it works…There’s more…See alsoSetting up a Safe Links policyGetting readyHow to do it…How it works…There’s more…See alsoSetting up a Safe Attachments policyGetting readyHow to do it…How it works…There’s more…See alsoAccessing and reviewing an organization’s Secure ScoreGetting readyHow to do it…How it works…There’s more…See alsoComplying with Secure Score security configuration recommendationsGetting readyHow to do it…How it works…There’s more…See alsoAssigning permissions for non-IT users to Microsoft DefenderGetting readyHow to do it…How it works…There’s more…See alsoMonitoring Microsoft Defender reportsGetting readyHow to do it…How it works…There’s more…See alsoUtilizing threat investigation and response capabilitiesGetting readyHow to do it…How it works…There’s more…See also
Chapter 13: Understanding the Microsoft Purview Portal
Technical requirementsViewing a report on all users who have accessed a specific SharePoint fileGetting readyHow to do it…How it works…There’s more…See alsoAccessing Microsoft’s HIPAA business associate agreementGetting readyHow to do it…How it works…There’s more…See alsoCreating a DLP policy to protect content with HIPAA-protected data detectedGetting readyHow to do it…How it works…There’s more…See alsoUsing DLP to automatically report HIPAA incident reportsGetting readyHow to do it…How it works…There’s more…See alsoCreating a custom sensitive information type based on keywordsGetting readyHow to do it…How it works…There’s more…See alsoCreating a DLP policy for content with custom keywords in the name or subjectGetting readyHow to do it…How it works…There’s more…See alsoTuning a DLP policy’s sensitivityGetting readyHow to do it…How it works…There’s more…See alsoCreating a retention policy to retain content for seven yearsGetting readyHow to do it…How it works…There’s more…See alsoCreating and using an eDiscovery caseGetting readyHow to do it…How it works…There’s more…See alsoAssigning permissions for non-IT users to Microsoft PurviewGetting readyHow to do it…How it works…There’s more…See alsoUsing Communication Compliance to identify potential policy violations in messagesGetting readyHow to do it…How it works…There’s more…See also
Chapter 14: Monitoring Microsoft 365 Apps and Services
Technical requirementsFinding at-risk usersGetting readyHow to do it…How it works…There’s more…See alsoCreating alerts for specific activities performed by users in OneDriveGetting readyHow to do it…How it works…There’s more…See alsoReviewing mail handling to see spam and malware historyGetting readyHow to do it…How it works…There’s more…See alsoIdentifying your least active SharePoint sitesGetting readyHow to do it…How it works…There’s more…See alsoAnalyzing search activity throughout Microsoft 365Getting readyHow to do it…How it works…There’s more…See alsoChecking service health status and known issuesGetting readyHow to do it…How it works…There’s more…See alsoChecking general usage data for Microsoft 365 apps and servicesGetting readyHow to do it…How it works…There’s more…See alsoChecking Teams usage and user activityGetting readyHow to do it…How it works…There’s more…See alsoMonitoring Power Apps and Power Automate usage and activityGetting readyHow to do it…How it works…There’s more…See also
Appendix: Microsoft 365 Subscriptions and Licenses
Purchase a subscriptionCompare Microsoft 365 subscriptionsCompare additional servicesPurchase licensesUpgrade a licenseRenew a licenseUseful resources
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Contributors

About the author

Nate Chamberlain is a Microsoft 365 expert from Kansas City, Missouri, specializing in training, business analysis, and Power Platform solution development. As a Microsoft Certified Trainer (MCT) and Project Management Professional (PMP), he empowers individuals and organizations to maximize Microsoft 365 tools, including SharePoint, Power Platform, and Microsoft Teams.

Nate regularly contributes to the tech community through his books, website, and YouTube channel, sharing content and tutorials that have amassed millions of views, making complex topics more accessible.

Outside his professional endeavors, Nate volunteers at the Kansas City Zoo and Aquarium as a docent, educating visitors about wildlife and conservation. ...

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Microsoft 365 and SharePoint Online Cookbook - Second Edition

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Microsoft 365 Administration Cookbook - Second Edition

by Nate Chamberlain

Contributors

About the author

Become an O’Reilly member and get unlimited access to this title plus top books and audiobooks from O’Reilly and nearly 200 top publishers, thousands of courses curated by job role, 150+ live events each month,
and much more.