Set up Microsoft Viva Topics

You can use the Microsoft 365 admin center to set up and configure Topics.

It is important to plan the best way to set up and configure topics in your environment. Be sure to read Plan for Microsoft Viva Topics before you begin the procedures in this article.

You must be subscribed to Viva Topics and be a global administrator or SharePoint administrator to access the Microsoft 365 admin center and set up Topics.

If you have configured SharePoint to require managed devices, be sure to set up Topics from a managed device.

Video demonstration

This video shows the process for setting up Topics in Microsoft 365.



Set up Topics

To set up Topics

  1. In the Microsoft 365 admin center, select Setup, and then view the Files and content section.

  2. In the Files and content section, click Connect people to knowledge.

    Connect people to knowledge

  3. On the Connect people to knowledge page, click Get started to walk you through the setup process.

    Get started

  4. On the Choose how Viva Topics can find topics page, you will configure topic discovery. In the Select SharePoint topic sources section, select which SharePoint sites will be crawled as sources for your topics during discovery. Choose from:

    • All sites: All SharePoint sites in your organization. This includes current and future sites.
    • All, except selected sites: Type the names of the sites you want to exclude. You can also upload a list of sites that you want to opt out from discovery. Sites created in future will be included as sources for topic discovery.
    • Only selected sites: Type the names of the sites you want to include. You can also upload a list of sites. Sites created in the future will not be included as sources for topic discovery.
    • No sites: Do not include any SharePoint sites.

    Choose how to find topics

  5. In the Exclude topics by name section, you can add names of topics you want to exclude from topic discovery. Use this setting to prevent sensitive information from being included as topics. The options are:

    • Don't exclude any topics
    • Exclude topics by name

    Exclude topics

    (Knowledge managers can also exclude topics in the topic center after discovery.)

    How to exclude topics by name

    If you need to exclude topics, after selecting Exclude topics by name, download the .csv template and update it with the list of topics that you want to exclude from your discovery results.

    Exclude topics in CSV template

    In the CSV template, enter the following information about the topics you want to exclude:

    • Name: Type the name of the topic you want to exclude. There are two ways to do this:
      • Exact match: You can include the exact name or acronym (for example, Contoso or ATL).
      • Partial match: You can exclude all topics that have a specific word in it. For example, arc will exclude all topics with the word arc in it, such as Arc circle, Plasma arc welding, or Training arc. Note that it will not exclude topics in which the text is included as part of a word, such as Architecture.
    • Stands for (optional): If you want to exclude an acronym, type the words the acronym stands for.
    • MatchType-Exact/Partial: Type whether the name you entered was an exact or partial match type.

    After you've completed and saved your .csv file, select Browse to locate and select it.

    Select Next.

  6. On the Who can see topics and where can they see them page, you will configure topic visibility. In the Who can see topics setting, you choose who will have access to topic details, such as highlighted topics, topic cards, topic answers in search, and topic pages. You can select:

    • Everyone in my organization
    • Only selected people or security groups
    • No one

    Who can see topics

    Note

    While this setting allows you to select any user in your organization, only users who have Topic Experiences licenses assigned to them will be able to view topics.

  7. In the Permissions for topic management page, you choose who will be able to create, edit, or manage topics. In the Who can create and edit topics section, you can select:

    • Everyone in my organization
    • Only selected people or security groups
    • No one

    Permissions for topic management, who can create and edit topics

  8. In the Who can manage topics section, you can select:

    • Everyone in my organization
    • Only selected people or security groups

    Permissions for topic management

    Select Next.

  9. On the Create topic center page, you can create your topic center site in which topic pages can be viewed and topics can be managed. In the Site name box, type a name for your topic center. You can optionally type a short description in the Description box.

    Select Next.

    Create Knowledge Center

  10. On the Review and finish page, you can look at your selected setting and choose to make changes. If you are satisfied with your selections, select Activate.

  11. The Viva Topics activated page will display, confirming that the system will now start analyzing your selected sites for topics and creating the topic center site. Select Done.

  12. You'll be returned to your Connect people to knowledge page. From this page, you can select Manage to make any changes to your configuration settings.

    Settings applied

Assign licenses

Once you have configured topic experiences, you must assign licenses for the users who will be using Topics. Only users with a license can see information on topics including highlights, topic cards, topic pages and the topic center.

To assign licenses:

  1. In the Microsoft 365 admin center, under Users, click Active users.

  2. Select the users that you want to license, and click Licenses and apps.

  3. Under Apps, make sure Graph Connectors Search with Index and Topic Experiences are both selected.

  4. Click Save changes.

Manage topic experiences

Once you have set up Topics, you can change the settings that you chose during setup in the Microsoft 365 admin center. See the following references:

See also

Topic Experiences Overview