使环境准备好使用 Microsoft Viva 主题Get your environment ready for Microsoft Viva Topics

为了充分利用 Viva 主题,您希望包含尽可能多的主题发现内容,以便为用户提供一组丰富的主题。To make the most of Viva Topics, you want to have as much content as possible included for topic discovery, so that you can have a rich set of topics for your users. 但是,哪些内容应该用于主题发现?But what content should be used for topic discovery? 如何在保持控制的同时最大化已编制索引的内容?How do you maximize the content that is indexed, while staying in control? 范围内的内容越多,人工智能可以发现的见解就越好。The more content is in scope, the better the insights the artificial intelligence can discover. 本文将指导你完成规划步骤,以确保包含适当的内容,并且具有合适的人员和资源来为用户提供良好的体验。This article walks you through planning steps to ensure that you are including the appropriate content, and that you have the right people and resources to make a good experience for your users.

若要规划 Viva 主题,您需要:To plan for Viva Topics, you need to:

迁移、连接、现代化、安全并确定载入知识管理的步骤

  1. 将内容迁移到 SharePointMigrate content to SharePoint

    • 主题索引仅包括 SharePoint 网站上的内容。Topic indexing only includes content on SharePoint sites.
      • 如果可能,请从外部源将有价值的内容迁移到 SharePoint Online。Where possible, migrate valuable content into SharePoint Online from external sources.
      • 确定内容源的优先级,这些内容源具有很高的引文知识的可能性。Prioritize content sources with high potential for tacit knowledge.
      • 强调知识管理的好处,鼓励用户将内容从 OneDrive 移动到 SharePoint 网站。Highlight the benefits of knowledge management to encourage users to move content from OneDrive to SharePoint sites.
  2. 将信息连接到 Microsoft GraphConnect information to Microsoft Graph

    • 将来,外部内容可以进入知识图表并可用。In the future, external content can be brought into the knowledge graph and become available.
    • 对于无法移动的内容,请考虑使用 Graph 连接器增强搜索功能,并为将来包含做好准备。For content that cannot be moved, consider using Graph Connectors to enhance search and prepare for future inclusion.
  3. 现代化 SharePoint 页面Modernize SharePoint pages

    • 主题卡片只能在新式页面上显示。Topic cards can only be surfaced on modern pages.
    • 确定作为现代化候选项的高配置文件经典页面。Identify high profile classic pages that are modernization candidates.
  4. 适当地保护内容Secure content appropriately

    • 根据用户的权限对主题资源进行安全修整。Topic resources are security trimmed based on a user's permissions.
    • 确定可能具有不正确广泛或限制权限的任何内容:Identify any content that might have incorrectly broad or restrictive permissions:
      • 鼓励网站所有者使用共享报告查看权限Encourage site owners to use the Sharing reports to review permissions
      • 使管理员使用搜索审核广泛共享的内容Have admins audit broadly shared content using Search
      • 鼓励内容所有者共享不敏感并且可能为组织带来更广泛的好处的内容。Encourage content owners to share content that is not sensitive and may have broader benefit to the organization.
    • 查看有关用户和内容的 Microsoft Graph 配置:Review your Microsoft Graph configuration on users and content:
      • 主题索引使用不包括搜索或 Delve (内容的配置,例如,NOINDEX) 。Topic indexing honors configuration excluding content from Search or Delve (for example, NOINDEX). 检查这些配置是否仍然相关。Review whether these configurations are still relevant.
  5. 确定知识管理人员和主题Identify knowledge managers and topics

    • 使用现有分类手动创建主题,或帮助确认 AI 建议的主题。Use existing taxonomies to manually create topics, or help to confirm AI-suggested topics.
    • 确定针对预期 (或) 的中小型企业的行业专家。Identify subject matter experts (SMEs) for anticipated or seeded topics.
    • 确定涉及大量有价值的数据的网站,这些数据可用于试验主题挖掘。Identify sites that cover a large body of valuable data that can be used to pilot topic mining.
    • 与知识管理人员和实践社区互动。Engage Knowledge Managers and communities of practice.

1. 将内容迁移到 Microsoft 3651. Migrate content to Microsoft 365

可以使用多种工具和服务来帮助进行迁移 -你可以从将内容迁移到 Microsoft 365获取有关如何迁移的概述和信息。There are several tools and services to help with your migration - you can get an overview and information about how to migrate at Migrate your content to Microsoft 365. 迁移工具包括:Migration tools include:

充分利用迁移:Make the most of your migration:

  • 迁移到包括 Microsoft Teams 的新式网站。Migrate to a modern site - that includes Microsoft Teams. 尽管索引可以在任何 SharePoint 网站上进行 (或新式) ,但通过突出显示和卡片向用户显示主题仅发生在新式页面上。While indexing can happen on any SharePoint site (classic or modern), displaying topics to users through highlights and cards only happens on modern pages.
  • 维护用户名 - 大多数迁移工具都允许您在整个迁移中映射用户标识,以便迁移后保留"创建者"或"修改者"等属性。Maintain usernames - most migration tools allow you to map user identities across the migration, so that properties like Created By or Modified By are maintained after the migration. 这对主题非常重要,因为文件的作者身份用于标识添加到主题页面或卡片的专家。This is important for topics because the authorship of files is used to identify the experts that are added to a topic page or card.
  • 使服务帐户名称具有描述性 - 在某些情况下,无法维护用户名。Make service account names descriptive - There will be some cases where maintaining usernames isn't possible. 例如,如果要迁移由不再是组织员工的人创建的内容。For example, if you're migrating content that was created by someone who is no longer an employee of the organization. 在这种情况下,大多数迁移工具都会移动文件,就像文件由管理员帐户或服务帐户创建一样。In this instance, most migration tools will move a file as if it was created by an admin account or a service account. 如果频繁发生这种情况,那么该服务帐户随后可能会作为专家根据主题列出。If this happens frequently, then that service account could then be listed against topics as an expert. 这是该帐户的命名变得非常重要的地方。This is where the naming of that account becomes really important. 如果你进行描述性说明,则用户使用主题时将可以理解这些非人工帐户的存在。If you make it descriptive, the presence of these non-human accounts will be understandable by your users consuming topics.

2. 将信息连接到 Microsoft Graph2. Connect information to Microsoft Graph

如果无法迁移某些内容,请将其与 Microsoft Graph 连接:If you can’t migrate some content, then connect it with the Microsoft Graph:

  • 请考虑实现 Graph 内容连接器Consider implementing Graph Content Connectors. 通过使用连接器,可以将外部内容索引到 Microsoft Graph 中,然后用户可以通过 Microsoft 搜索发现它。Using connectors, external content can be indexed into the Microsoft Graph, where users can then discover it through Microsoft Search.
  • 未来的开发将外部数据引入 Viva 主题。Future developments will bring external data into Viva Topics.

3. 现代化 SharePoint 页面3. Modernize SharePoint pages

因为主题卡片和突出显示内容只能显示在新式页面上,所以请更新任何要包括在 Viva 主题中的页面,从经典页面更新为新式主题。Because topic cards and highlights can only appear on modern pages, update any pages you want to include in Viva Topics from classic to modern. 请参阅 现代化经典 SharePoint 网站See Modernize your classic SharePoint sites. 可以使用 SharePoint 现代化扫描程序 为现代化经典网站做好准备。You can use the SharePoint Modernization scanner to prepare your classic sites for modernization.

如果有很多经典网站,请确定要转换为新式页面的高配置文件页面的优先级。If you have a lot of classic sites, prioritize high profile pages to convert to modern.

4. 适当地保护内容4. Secure content appropriately

当用户与主题卡片或主题页面交互时,他们可能会看到不同的资源。When users interact with a topic card or a topic page, they may see different resources. 这是因为他们有权访问与主题关联的不同文件。This is because they have access to different files that are associated with the topic. 如果基础权限过于严格,则通过主题发现信息的潜在方面可能会减少。If your underlying permissions are too strict, then the serendipitous aspects of information discovery through topics could be diminished. 另一方面,如果内容过于广泛,则主题可能会向用户显示您不希望他们看到的内容。On the other hand, if they're too broad, then a topic could surface content to a user that you don't intend them to see. 这里,良好的权限管理至关重要。Good permissions management is critical here. 良好的权限管理基于管理员和内容所有者之间的持续合作关系。And good permissions management is based on an ongoing partnership between administrators and content owners. 尽管这可能是一项持续的活动,但您可以在准备主题时采取一些实际步骤:While this might be an ongoing activity, there are some practical steps that you can take when preparing for topics:

  • 鼓励网站所有者查看共享和权限。Encourage site owners to review sharing and permissions.

    SharePoint 网站所有者可以审阅其网站的共享报告,该报告显示网站上配置的所有权限和共享链接的完整详细信息,请参阅 共享报告SharePoint site owners can review a sharing report for their site that shows full details of all permissions and sharing links configured on the site, see Sharing reports. 这将列出来宾用户 (外部) 用户。This lists internal and external (guest) users.

    网站所有者还可以访问"网站权限"和"高级权限设置"页,查看哪些人 具有网站权限Site owners can also see who has permissions for the site by going to the Site Permissions and Advanced Permissions Settings pages.

    1. On your site, choose Settings > Site permissions.On your site, choose Settings > Site permissions. 查看"网站所有者、网站成员"和"网站访问者"下列出的用户。Check to see who is listed under Site Owners, Site Members, and Site Visitors. 检查是否有来宾用户。Check for any Guest users.
    2. 在"权限" 页上,选择"高级权限设置"。On the Permissions page, choose Advanced Permissions Settings. 您可以检查唯一权限,并查看谁对网站中任何项目具有受限访问权限。You can check for unique permissions and see who has limited access to any items in the site.
  • 审核 Microsoft 365 组和 Teams,以确保它们被正确设置为公共或专用组或团队。Audit Microsoft 365 Groups and Teams to make sure they are appropriately set as public or private groups or teams. 默认情况下,新 Teams 和 Microsoft 365 组设置为专用,但在首次发布时默认为公开发布。New Teams and Microsoft 365 Groups are set to private by default, but when first released were public by default. 如果您之前是这些技术的采用者,您可能需要查看。If you were earlier adopters of these technologies, you might want to review. 此外,团队的功能通常会在其生命周期内不断发展,并且可能需要更新设置以反映团队的当前使用。Also, the function of a team often evolves over its lifecycle, and the setting might need to be updated to reflect the current use of the team.

  • 查看"每个人"、"除外部用户以外的每个人"或广泛安全组的使用。Review use of “everyone”, “everyone except external users” or broad security groups. 内容可能错误地与这些值共享。Content may be incorrectly shared with these values. 若要查看这些组的使用,您可以:To review the use of these groups you can:

    • 创建没有组成员身份的帐户Create an account that has no group memberships
    • 使用此帐户使用搜索来发现广泛共享的内容。Use search with this account to discover content that is broadly shared.
    • 如果此帐户通过搜索看到不适当的内容,您可以与网站所有者一起更正权限配置。If inappropriate content is visible to this account through search, then you can work with the site owners to correct the permission configuration.

除了权限之外,还可以控制可通过主题发现内容的范围。In addition to permissions, you can also control the scope of what is discoverable through topics. 您始终可以控制所编制索引的索引。You are always in control of what is indexed.

管理员可以在 Microsoft 365 管理中心中配置索引。Administrators can configure indexing in the Microsoft 365 Admin Center. 设置知识管理 ,您可以:When you set up Knowledge Management, you can:

  • 允许跨所有 SharePoint 网站进行发现,或指定将网站包含或排除为主题源。Allow discovery across all SharePoint sites or specify sites to include or exclude as topic sources.
  • 在有敏感术语的地方,还可以按名称排除主题。Where you have sensitive terms, you can also exclude topics by name. 例如,如果您具有敏感项目的名称,而您不希望显示突出显示或卡片,而不考虑用户的权限,您可以排除该项目名称。For example, if you have the name of a sensitive project, where you don't want a highlight or card to appear, irrespective of the user's permissions, you can exclude that project name.

在内容级别,还可以控制可发现的内容。At the content level, you can also control what is discoverable. 您为从搜索中排除内容所做的任何配置也将由内容发现使用。Any configuration that you've done to exclude content from search will also be used by content discovery. 因此,例如,如果您将特定文档库从搜索结果中排除,则此文档库不会用于主题发现。So, for example, if you have excluded a specific document library from appearing in search results, this document library will not be used for topic discovery.

5. 确定知识管理人员和主题5. Identify knowledge managers and topics

管理主题涉及三个关键角色,包括两个新的 Azure Active Directory (AAD) 角色:知识管理员和知识管理员:Managing topics involves three key roles, including two new Azure Active Directory (AAD) roles: Knowledge administrator and Knowledge manager:

  • KA (管理员) 是一个技术角色,通常是 IT 人员。The Knowledge administrator (KA) is a technical role, typically in IT. 此角色允许在 M365 管理中心中设置 Viva 主题,并配置主题发现和可见性。This role allows the setup of the Viva Topics in the M365 admin center, as well as the configuration of topic discovery and visibility.
  • KM (管理员) 主题本身,并监督其质量和完整性。The Knowledge manager (KM) works with the topics themselves and oversees their quality and completeness.
  • 主题参与者 (TCS) 不基于 AAD 角色,而是基于管理中心中的权限。Topic contributors (TCs) are not based on an AAD role, but permissions in the admin center. 他们是主题专家,能够处理主题内容、添加资源和人员。They are subject-matter experts able to curate the content on topics, adding resources and people.

根据你的组织,可能只有很少或多人担任这些角色。Depending on your organization you may have few or many people acting in these roles. 对于一些组织,这些人员可能是同一个人。For some organizations, these may be the same people.

知识管理员Knowledge admin 知识管理器Knowledge manager 主题参与者Topic contributor
AAD 角色AAD role AAD 角色AAD role SMESME
有权访问管理中心Has access to the admin center 有权访问管理中心Has access to the admin center 无法访问管理中心No access to the admin center
设置 Viva 主题Sets up Viva Topics 拥有主题的管理和质量Owns management and quality of topics 基于他们的专业知识为主题做贡献。Contributes to topics based on their expertise.
确保强制实施安全性和合规性标准并了解许可协议。Ensures that security and compliance standards are enforced and understands licensing agreement. 执行主题管理任务,如创建、编辑、删除和拒绝主题。Performs topic management tasks such as create, edit, delete, and reject topics. 支持主题参与者执行其任务。Supports Topic contributors with their tasks. 在主题页面上组织信息和内容,包括将哪些人员和资源固定到该主题。Curates the information and content on topic pages, including which people and resources are pinned to that topic.

当用户在 SharePoint 中浏览新式页面时,其工作上下文中将显示突出显示和卡片。Highlights and cards will appear to users in the context of their work, for example as they browse modern pages in SharePoint. 您可以控制主题的最终用户体验。You control the end user experience for topics.

  • 谁可以看到主题?Who can see Topics? 主题可见性在 Microsoft 365 管理中心中配置。Topic visibility is configured in the Microsoft 365 Admin Center. 选择要允许查看主题的组:Choose which groups to allow to see topics:

    • 我的组织中的每个人。Everyone in my organization. "每个人"不包括来宾,它是目录中的所有内部用户"Everyone" does not include guests, it is all internal users in your directory

    • 仅所选人员或安全 (此选项在您仍然推出 Viva 主题时) 。Only Selected people or security groups (this option is good while you are still rolling out Viva Topics, so you can test with a subset of users). 如果希望来宾查看主题,将需要使用"所选人员或安全组"选项,并授予他们许可证。If you want guests to view Topics, you will need to use the “selected people or security groups” option, and grant them a license.

    • 没有人。No one.

      所有用户(甚至是来宾用户)都需要应用许可证才能查看主题体验。All users, even guest users, will need to have a license applied in order to view the topic experience. 请记住,权限始终控制可见内容。And remember that permissions always control what can be seen.

  • 哪些主题可见?Which Topics are visible? 可以选择:You can choose to:

    • 显示所有候选主题。Show all candidate topics.
    • 只显示已确认的主题。Show only confirmed topics.

现在我们已拥有经理、专家和用户,我们可以讨论这些主题本身。Now that we have the managers, experts, and users, we can talk about the topics themselves.

  • 最佳做法是,将主题设定为主题列表的种子。It's a good practice to seed topics into your topic list. 主题的质量和数量基于您的内容 - 只有主题包含在范围内的内容中时,才能作为主题创建。The quality and quantity of topics is based on your content - it will only be created as a topic if it is included in the content that is in scope. 如果主题有足够的信息和证据,它将由 AI 创建。If there's sufficient information and evidence for the topic, it will be created by the AI. 种子设定主题是知识管理器和主题专家可以提供帮助的地方。Seeding topics is where the Knowledge Manager and subject-matter experts can help. 将人类知识与 AI 相结合是质量主题的最佳途径。Combining human knowledge with the AI is the best route for quality topics. 因此,如果预计有主题,可以在主题中心手动创建这些主题。So if there are topics you anticipate you can manually create these in the Topic center. 这样做将为 AI 提供该主题的相关性的强信号,并且它将标识要与该主题关联的资源和人员。Doing that will give the AI a strong signal of the relevance of that topic and it will identify resources and people to associate with that topic.
  • 使用现有分类,从 SharePoint 或其他位置帮助你进行主题规划。Use existing taxonomies to help your topic planning, either from SharePoint or elsewhere. 现有分类通常包括组织术语、产品、主题区域等。Existing taxonomies often include organizational terms, products, subject areas, and so on. 主题源也可以来自项目列表、现有搜索书签等。Sources for topics can also come from lists of projects, existing search bookmarks, and so on.