SharePoint Online help and guidance

Oxford University's SharePoint Online will be 'out-of-the-box' from Microsoft, with very little customisation. This means that the help and guidance here is focused on general introductions and elements that are specific to Oxford University.

QUICK REFERENCE GUIDES

All guides require your SSO login to access them.

ONLINE TRAINING

Here are the details of elearning courses in CoSy you can take

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This eLearning is aimed at helping Site Members become familiar with SharePoint Online (SPO).

Intended Audience

Open to all members of the University

Format

Online - eLearning

Objectives

  • Understand the fundamentals of SharePoint Online
  • Learn about the differences between SPO, OneDrive and Teams
  • Understand the different types of site in SharePoint Online
  • Create and manage pages correctly including web parts and sections. Also create and manage lists, document libraries and the recycle bin.
  • Manage site settings and contents and learn how to share information

Sign up for this course

This eLearning session is aimed at helping Site Owners and Site Network Administrators (SNAs) to become familiar with SharePoint Online through a hands-on experience.

  • Logging into SharePoint Online (SPO)
  • About SharePoint Online
  • Differences between SharePoint, OneDrive and Teams
  • Roles and responsibilities
  • Different types of site in SharePoint Online

Intended Audience

Open to all members of the University

Format

Online - eLearning

Objectives

  • Understand the login process and fundamentals of SharePoint Online
  • Learn about the differences between SPO, OneDrive and Teams
  • Understand the differences between the different roles and also the different types of sites in SharePoint Online
  • Create and manage pages correctly including web parts and sections. Also create and manage lists, document libraries and the recycle bin.
  • Manage site settings and contents and learn how to share information.
  • Learn how to move information from SharePoint On-Premise to SharePoint Online

Sign up to this course

This eLearning session is aimed at helping Site Network Administrators (SNAs) become familiar with SharePoint Online through a hands-on experience.

  • Requesting a new site
  • About hub sites and requesting a new hub site
  • Connecting to a hub site
  • Compliance and Retention
  • Power Automate

Intended Audience

Open to all members of the University

Format

Online - eLearning

Objectives

  • Understand the process for requesting a new site
  • Learn about hub sites and what the process is for requesting a new hub site
  • Accurately configure settings at Hub-level
  • Learn about compliance and retention policies in SharePoint Online
  • Create a new flow from a template using Power Automate

Sign up for this course

SHAREPOINT ONLINE GLOSSARY

Business Owner

The Business Owner is a new role for SharePoint Online designed to help manage the University’s SharePoint Online. They are a senior person within their unit but need not be a technical person, as they have no responsibilities within the system. Their role is to ensure the business use of SharePoint Online in their unit is compliant, consistent, managed and supported, and to nominate a sufficiently skilled Site Network Administrator.

Find out more about Roles in SharePoint Online

External site members

If required, external users can be given the same role as Site members, except they are not members of the University. They can be given specific access, using their external Microsoft account, to a SharePoint Online site.

Find out more about external sharing with OneDrive and SharePoint Online

Hub

A Hub site is a flexible way to connect SharePoint Online sites across a part of the University, such as a department or college, allowing these sites to share content, a common look-and-feel and search results with sites associated with the hub.

Find out more about Hub sites in our Quick Reference Guide [requires SSO]

OSM (Oxford Service Manager)

This is the IT Services Help Self-Service system for provisioning requests through IT Services. This should be used when you want to set up a new SharePoint Online hub or site, and when you want to change who the Site Network Administrator or Business Owner is for a particular hub.

Power Automate

Power Automate is the automation tool that allows you to automate tasks and workflows in Microsoft products like SharePoint Online. Until 2019, it was called Microsoft Flow. Previously, you might have used third-party tools, such as Nintex, for automation in SharePoint, but Power Automate is included in the license for SharePoint Online and integrates better with SharePoint Online.

Find out more in this Quick Reference Guide about Power Automate [requires SSO]

Site

A SharePoint Online site is a private website which can be used for teams to collaborate or to share information with colleagues. SharePoint Online sites can either be a team site, used for collaborating, or a communication site, which is suitable for intranets.

Site members

Site members are a role in SharePoint Online who have access to edit content in their site, but do not have permission to manage some aspects of the site such as navigation or permissions.

Site Network Administrator

The Site Network Administrator (SNA) is a similar role to the Site Collection Administrator (SCA) in SharePoint on-premise and is a technical role that manages content and permissions in their site network and provides technical support to Site Owners.

Find out more about Roles in SharePoint Online

Site owners

Site owners are a role in SharePoint Online with full permissions to access, edit and manage their site.

Site visitors (internal and external)

Site visitors are a role within SharePoint Online who only have access to view and read content, not to edit or manage any aspect of a site, as Site Members have. They can within or external to the University, in which case they can be given access using an external Microsoft account.

Web parts

Web parts are the building blocks of a page in SharePoint Online. These can include blocks of text, document libraries, image galleries, files, videos, calendars, event listings and news.

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The central Service Desk is available 24x7 on +44 1865 6 12345

 

If you do not have an SSO account you can use this form to contact the Service Desk