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User Guide – SharePoint Admin

Center

Prepared by:
Table of Contents

INTRODUCTIONS........................................................................................................................................... 4

LOGIN TO SHAREPOINT ADMIN CENTER ................................................................................................ 5

SITE COLLECTIONS .................................................................................................................................... 7

CREATE OR DELETE A SITE COLLECTION........................................................................................................ 7


CREATE SITE .............................................................................................................................................. 8
DELETE SITE ............................................................................................................................................. 12

MANAGE PERMISSIONS........................................................................................................................... 14

SHAREPOINT GROUPS ............................................................................................................................... 15

INFOPATH .................................................................................................................................................. 16

CONFIGURE BROWSER-ENABLED USER FORM TEMPLATES ............................................................................ 16


CONFIGURE EXEMPT USER AGENTS ............................................................................................................ 18

USER PROFILES ....................................................................................................................................... 19

FIND OR VIEW A USER PROFILE ................................................................................................................... 19


EDIT A PROPERTY FOR A USER PROFILE ...................................................................................................... 20
DELETE A PROPERTY FOR A USER PROFILE ................................................................................................. 21
UPDATE MY SITE SETTINGS ....................................................................................................................... 22
DISABLE OR ENABLE NEWSFEED ACTIVITIES ................................................................................................ 23
ADD OR DELETE A TRUSTED MY SITE HOST LOCATION ................................................................................. 24

BUSINESS CONNECTIVITY SERVICES & SECURE STORE .................................................................. 26

MANAGE BCS PERMISSIONS ...................................................................................................................... 26

RECORDS MANAGEMENT ....................................................................................................................... 28

CREATE AND CONFIGURE A RECORDS CENTER SITE .................................................................................... 29


CREATE A RECORDS CENTER SITE ............................................................................................................. 29

TERM STORE............................................................................................................................................. 30

SEARCH ..................................................................................................................................................... 31

SECURE STORE ........................................................................................................................................ 32

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APPS ........................................................................................................................................................... 33

SETTINGS .................................................................................................................................................. 34

REFERENCE LINKS................................................................................................................................... 35

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Introduction
SharePoint Online delivers the powerful features of SharePoint without the associated
overhead of managing the infrastructure on your own. Flexible management options
ensure that you still retain the control you need to meet the compliance requirements
of your organization.
SharePoint Online is a cloud-based service that helps organizations share and
collaborate with colleagues, partners, and customers. With SharePoint Online, you can
access internal sites, documents, and other information from anywhere—at the office,
at home, or from a mobile device.
This document gives information about SharePoint Admin center.

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Login to SharePoint Admin Center
1. Navigate to following link
https://<Your Domain>-admin.sharepoint.com
Example: https://obcloud-admin.sharepoint.com

2. Login to admin center with Office 365 admin Credentials

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3. Now we can administrate Sharepoint online

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Site Collections

Create or delete a site collection

A Microsoft SharePoint Online site collection is a tiered set of sites that you can
manage individually or as a group. The sites share administration settings, navigation,
permissions, and other features. Each site collection contains a single top-level site and
any number of subsites below it. A subsite can inherit permissions and navigation from
its parent site or these elements can be specified and managed separately.

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Create Site

1. In the SharePoint admin center, navigate to Site Collections tab > select New

2. Select Private Site Collection

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3. In the New Site Collection dialog box, do the following:
a. In the Title box, type a name for the site collection.

b. In the Web Site Address drop-down lists, select a domain name and a
URL path—either /sites/ or /teams/—and then type a URL name for
the site collection.

c. In the Template Selection section, in the Select a language drop-down


list, chooses a language for the site collection.
* It is important to select the appropriate language for the site collection,
because once it is chosen, it cannot be changed. You can enable the
SharePoint multiple language interface on your sites, but the primary
language for the site collection will remain the one you select here.

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d. In the Template Selection section, under Select a template, choose the
template that most closely describes the purpose of your site collection.
For example, if your site collection will be used for team collaboration,
choose Team Site.

e. In the Time Zone box, select the time zone that’s appropriate for the
location of the site collection.

f. In the Administrator box, type the user name of your site collection
administrator. You can also use the Check Names or Browse button to
find a user to make site collection administrator.

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g. In the Storage Quota box, type the number of megabytes (MB) you
want to allocate to this site collection. Do not exceed the available
amount that displayed next to the box.

h. In the Server Resource Quota box, type the amount of resources you
want to allocate to the site collection. This number is a combination of
performance metrics (such as processor time and unhandled exceptions)
that pertain to code in sandboxed solutions. When the level exceeds a
daily quota, the sandbox is turned off for this site collection.

4. Select OK

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Delete Site

1. On the Site Collections tab, select Site > select Delete.

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2. Confirm the information in the Delete Site Collections dialog box, and then
select Delete.

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Manage Permissions
If you work on a site, you are working inside a site collection. Every site exists in a site
collection, which is a group of sites that are in a hierarchy under a single top-level
site.
The top-level site is called the root site of the site collection.

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1. At the top of the site collection, a site collection administrator
configures permissions for the whole collection.
2. By design, all the sites and site content in a collection inherit the
permissions settings of the top-level site (the root site of a site collection). If
you are a site owner, you can stop permission inheritance for the site, and
change the permission settings for the site.
3. Lists and libraries inherit permissions from the site to which they belong. If you
are a site owner, you can stop permissions inheritance for the list or library,
and change the permission settings of the list or library.
4. List items and library files inherit permissions from their parent list or library. If
you have control of a list or library, you can stop permissions inheritance for
the item and change the permissions settings directly on the specific item.

SharePoint groups

A SharePoint group is a collection of people, SharePoint users. Who have the


same permission level. That is, everyone in the group has the same access on your
site. Groups let you manage access to your site for many people at the same time.

Here are some advantages of assigning permissions to groups:

1. Helps you align your site structure and permissions with the requirements of the
organization
2. Streamlines site maintenance for site collection administrators and site owners
3. Ensures that people performing similar tasks have the same levels of access
4. Helps you make sure that people have only the access they need, not more.

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InfoPath

Configure browser-enabled user form templates

When form templates are published to a server that is running InfoPath Forms
Services, the designer of the form template can choose to make the form template
browser- enabled. This allows a user to fill out the form in a web browser.

As an Administrator, you can configure the following template settings for


browser- enabled user form templates:

 Enable or disable publishing of browser-enabled form templates. If you


disable publishing, form designers can publish only form templates that are not
browser-enabled. In this case, all browser-compatible features are disabled in
the form template.
 Enable or disable rendering of browser-enabled form templates. If you
disable rendering, users cannot use a web browser to fill out the form and
must
use Microsoft InfoPath Filler 2013 to open the form.

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To configure browser-enabled user form templates

1. Verify that the user account that is performing this procedure is a member of the
Site Collection Administrators SharePoint group.
2. On the SharePoint admin center page, click InfoPath.
3. In the User Browser-enabled Form Templates section, specify how you want
user form templates to be processed by InfoPath Forms Services by
completing the following steps:
o Select the Allow users to browser-enable form templates check box
to allow users to publish browser-enabled form templates.
o Select the Render form templates that are browser-enabled by
users check box to allow browser-enabled form templates that
users
publish to be rendered in a web browser.

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Configure exempt user agents

1. Verify that the user account that is performing this procedure is a member of the
Site Collection Administrators SharePoint group.
2. On the SharePoint admin center page, click InfoPath.
3. In the Exempt User Agents section, select the Customize the list of
exempt user agents check box, and then do one of the following:
4. To add a user agent to the exempt list, type a name in the Name box, and
then click Add.
5. To remove a user agent from the list, select the name, and then click Remove.
6. Click OK.

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User profiles

Find or view a user profile

1. Sign in to Office 365 with your SharePoint Online admin account.


2. Go to the SharePoint admin center.
3. Choose User Profiles.
4. Under People, choose Manage User Profiles.
5. Enter the user’s name in the Find profiles box, and then choose Find.
6. Profiles matching that name are displayed.

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Edit a property for a user profile

1. Sign in to Office 365 with your SharePoint Online admin account.


2. Go to the SharePoint admin center.
3. Choose User Profiles.
4. Under People, choose Manage User Properties.
5. On the Manage Profile Properties page, in the Property Name column, select
the profile property that you want to change, and then select Edit.
6. On the Edit Profile Property page, locate the element or elements of the
profile property that you want to change and edit them.
7. When finished, select OK.

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Delete a property for a user profile

1. Sign in to Office 365 with your SharePoint Online admin account.


2. Go to the SharePoint admin center.
3. Choose User Profiles.
4. Under People, choose Manage User Properties.
5. On the Manage Profile Properties page, in the Property Name column, select
the profile property that you want to remove, and then select Delete.
6. In the dialog box, verify that you have selected the correct profile property, and
then select OK.

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Update My Site settings

To verify or update My Site settings:

1. Sign in to Office 365 with your work or school account.


2. Go to the SharePoint admin center.
3. Select user profiles.
4. Under My Site Settings, select Setup My Sites.
5. Select a setting according to your preference.

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Disable or enable Newsfeed activities

1. Sign in to Office 365 with your work or school account.


2. Go to the SharePoint admin center.
3. Select user profiles.
4. Under My Site Settings, click Setup My Sites.
5. In the Newsfeed section, select or clear the Enable activities in My
Site newsfeeds check box.
6. Click OK.

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Add or delete a trusted My Site host location

To add a trusted My Site host location:

1. Sign in to Office 365 with your work or school account.


2. Go to the SharePoint admin center.
3. Select user profiles.
4. Under My Site Settings, click Configure Trusted Host Locations.
5. Click New Link to add a trusted My Site host location.
6. Enter the URL of the trusted personal site location in the URL box.
7. In the Description box, enter a description for the trusted personal site location.
8. In the Target Audiences box, either type the user names or group names in
the corresponding box or click Browse to select audiences by browsing and
then
click OK.

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To delete a trusted My Site host location:

1. Sign in to Office 365 with your work or school account.


2. Go to the SharePoint admin center.
3. Select user profiles.
4. Under My Site Settings, click Configure Trusted Host Locations.
5. Select the box next to the trusted My Site host location that you want to
delete and then click Delete Link to delete that trusted My Site host location.

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Business Connectivity Services & Secure Store

Manage BCS permissions

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Object permissions

1. Sign in to Office 365 with your SharePoint Online admin account.


2. Go to the SharePoint admin center.
3. Select bcs.
4. In the business data catalog section, select Manage BDC Models and
External Content Types.
5. Select the check box next to the name of the ECT or external system that
you want to manage.
6. On the ribbon, select Set Object Permissions.

7. Enter a user account or group name in the text box, and then select Add.
You can also select Browse to look for the name that you want.

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8. Select the name of the account or group for which you want to set access to the
ECT or external system. You can set permissions for only one account at a time.
If you have multiple accounts or groups, you have to set levels of access for
each account separately, by selecting them one at a time.

Records Management
You can manage records ―in place,‖ which means that you can leave a document in its
current location on a site, or store records in a specific archive, such as a Records
Center site.

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Create and configure a Records Center site

1. Create the Records Center site using the Records Center site template.
2. Create record libraries or lists to manage and store each record type that
is specified in your file.
3. Add an associated content type to your libraries and lists.
4. Create and add site columns to the relevant content types to contain and
display the metadata for each record type that is specified in your file plan.
5. Add an information management policy to a content type on the Records
Center site.
6. Configure the Content Organizer to route each record type to the
appropriate location.

Create a Records Center site

You must have at least Designer permissions to create a site.

1. Sign in to Office 365.


2. Go to Sites.

3. Click Settings , and then click Site Contents.


4. On the Site Contents page, click new subsite.
5. On the New SharePoint Site page, type a Title and a URL name for the site.
6. In the template gallery, select the Enterprise tab, and then click Records
Center.
7. Type the name of the site and the URL name.
8. To set unique permission, click Use unique permissions.
9. Click Create.
10. On the Welcome to the Records Center page, click Site Actions and
then click Manage Records Center.

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Term Store
 The Term Store Management Tool is the tool that people who manage
taxonomies use to create or manage term sets and the terms within
them.
 The Term Store Management tool displays all the global term sets and any
local term sets available for the site collection from which you access the Term
Store
Management Tool.

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Search
As a SharePoint Online administrator, you can customize the search experience for
users. This customization includes defining searchable managed properties in the
search schema, identifying high-quality pages to improve relevance, managing
query rules and result sources, and removing individual results.

1. Sign in to the Office 365 Admin Center.


2. Choose Admin > SharePoint. You're now in the SharePoint admin center.
3. Choose search. You're now on the search administration page.

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Secure Store
The Secure store contains credentials such as account names and passwords,
which are required to connect external business application. The secure store
provides a method of mapping the credentials, and associating them to an identity or
group of
identities.

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Apps
As a SharePoint Online admin, you can create an App Catalog site to make internally
developed custom apps available for users to install when they browse apps under
the From Your Organization filter on the Site Contents page.

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Settings
It consists of various settings connected with SharePoint.

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