组、团队和 Yammer 的生命周期结束选项End of lifecycle options for groups, teams, and Yammer

Microsoft 365 组和 Microsoft Teams 使用各种连接服务。Microsoft 365 Groups and Microsoft Teams work with a variety of connected services. 删除组或团队时,连接服务中的大部分信息也会被删除。When a group or team is deleted, most of the information in the connected services is also deleted. 本文介绍在删除信息之前将信息从组或团队中移动来保留信息的选项。This article describes options for retaining information by moving it out of the group or team prior to deletion.

对于不再需要的组或团队,一种常见做法是将文件从团队中移到另一个位置,如充当存储库或存档的 SharePoint 文档库。A common practice for groups or teams that are no longer required is to move the files out of the team and store them in another location such as a SharePoint document library acting as a repository or archive. 此做法基于旧式工作,其中信息存储在文件和文件夹中,并且通过电子邮件进行通信。This practice is based on a legacy style of working where information is stored within files and folders, and communications are conducted via email.

下表概述了与组和团队关联的服务,以及每个组和团队中的内容的关键类型:The following table outlines the services associated with groups and teams and key types of content found in each of them:

服务Service 内容的类型Types of content
TeamsTeams 频道对话、频道中的文件Channel conversations, files in channels
FormsForms 调查结构和结果Survey structure and results
OneNoteOneNote NotebookNotebook
OutlookOutlook 邮件和日历Mail and calendar
规划器Planner 项目状态和任务信息Project status and task information
Power AutomatePower Automate 工作流Workflows
Power BIPower BI 数据、报表和仪表板Data, reports, and dashboards
Project 网页Project on the web 项目计划Project plans
路线图Roadmap 路线图Roadmaps
SharePointSharePoint 文件、列表、Teams 频道 Wiki 数据Files, lists, Teams channel wiki data
StreamStream 视频Videos
YammerYammer 对话Conversations

删除组或团队时,还会删除大部分关联的资源。When deleting a group or team, most of the associated resources are also deleted. 其中一些例外情况包括 Stream 中的视频,这些视频仍由上传/录制视频的人所有,Power Automate 中的流也一样。Some of the exceptions to this include videos in Stream – these remain and are still owned by the person who uploaded/recorded them, as do flows in Power Automate. Project 网页中的项目和路线图数据保留在 CDS 中,可以单独还原。Project and roadmap data in Project on the web remains in the CDS and can be restored separately.

组和团队将保持软删除状态 30 天,并且随时都可以还原。Groups and teams remain in a soft-delete state for 30 days and can be restored at any time. 但是,30 天后,它们以及任何关联的资源(如服务和内容)将完全从 Microsoft 365 环境中清除。However, after the 30 days they, and any associated resources such as services and content, are completely purged from the Microsoft 365 environment. 受保留策略保护的任何内容仍然可以通过电子数据展示搜索使用。Any content protected by a retention policy remains available through eDiscovery searches.

组连接的服务的生命周期结束注意事项End of life cycle considerations for group-connected services

团队和组所有者以及 IT 管理员在删除组或团队时需要考虑三个关键方面。There are three key areas that team and group owners and IT administrators need to consider when deleting a group or team.

内容Content

在团队不再可用或存在后,是否需要保留内容?Does the content need to be retained after the team is no longer functional or in existence? 是否足以依赖 Microsoft 365 的保留功能,还是应用和服务中未提供保留的一些内容?Is it sufficient to rely on retention capabilities of Microsoft 365, or is some of the content in apps and services that do not offer retention? 内容是否需要保留以用于记录管理、存档或供将来使用和参考?Does the content need to be retained for record management purposes, for archival purposes, or for future use and reference purposes?

必须先询问这些问题,然后才能存档或删除任何团队,以避免任何潜在的数据丢失。These questions must be asked before any team is archived or deleted, to avoid any potential data loss.

服务Services

除了各种应用和服务的内容外,它们是否需要保持其当前工作形式?On top of the content across various apps and services, do they need to stay in their current working form? 例如,Power BI 报告是否需要继续可供访问,表单结果是否需要在可视摘要视图中可用,SharePoint 中的列表是否链接到或嵌入到任何位置?For example, does the Power BI report need to continue to be accessible, do the Form results need to be available in the visual summary view, are the lists in SharePoint linked to or embedded anywhere?

与内容注意事项类似,在删除基础组之前,必须提出这些问题,因为仅导出内容可能是不够的。Similar to the content considerations, these questions must be asked before the underlying group is deleted as simply exporting the content may not be sufficient.

来宾Guests

当来宾受邀加入团队时,工作流会先在主机组织的 Azure Active Directory 中创建其标识,然后再将来宾添加到团队。When guests are invited to a team, the workflow creates their identity in the host organization’s Azure Active Directory before adding them to the team. 删除团队后,不会从 Azure Active Directory 中删除来宾,因此仍存在于 Microsoft Teams 环境中。When a team is deleted, guests are not removed from Azure Active Directory and as such still exist in the Microsoft Teams environment. 虽然来宾无法访问尚未与它们共享的组、网站、团队或内容,但他们仍可以使用 Microsoft Teams 中的功能,例如发起聊天、语音和视频通话以及使用应用。While guests cannot access groups, sites, teams, or content which has not been shared with them, they can still potentially utilize features within Microsoft Teams such as initiating chats, voice and video calls, and using apps.

团队或组所有者可以邀请外部用户成为 Azure Active Directory 中的来宾、将其添加到团队以及将其从团队中删除。A team or group owner can invite an external user to become a guest in Azure Active Directory, add them to the team, as well as remove them from the team. 但是,团队所有者无法从 Azure Active Directory 中删除来宾 , 这只能由全局管理员或用户管理员执行。A team owner cannot, however, remove the guest from Azure Active Directory – this can only be performed by a global admin or user admin.

因此,执行来宾评审以及了解团队删除时是否需要从 Azure Active Directory 中删除来宾非常重要。Therefore it is important to perform guest reviews, as well as to understand whether guests need to be removed from Azure Active Directory upon team deletion. 可能存在来宾保留在目录中的有效情况,例如是一个或多个其他团队的成员,或者使用其他 Microsoft 365 或 Azure 服务。There may be a valid case for guests to remain in the directory, such as being a member of one or more other teams or using other Microsoft 365 or Azure services.

TeamsTeams

特定于 Teams 的内容主要以对话形式提供。Teams-specific content is primarily in the form of conversations.

无法使用本机 Microsoft Teams 功能复制或移动频道中的对话。Conversations in channels cannot be copied or moved using native Microsoft Teams functionality. 但是,可以使用 Graph API 导出它们。They can however be exported using the Graph API.

此外,如果保留策略应用于 Teams,则保留对话并通过电子数据展示搜索提供。Additionally, if a retention policy is applied to Teams, the conversations are retained and available through eDiscovery searches. (电子数据展示搜索中发现的项目可以导出,但是原始源中没有任何上下文或结构保留 – 它们只是单个邮件) (Items found in eDiscovery searches can be exported, however there no context or structure from their original source remains – they are simply individual messages.)

存档团队Archiving a team

存档 团队的好处 是,它可以像现在一样提供对团队的完全访问权限,以便用户仍可浏览频道对话并打开文件,即使他们没有处于活动状态。The benefit of archiving a team is that it provides full access to the team as it was, so that users can still browse channel conversations and open files even if they are not active. 此外,如果需要在项目扩展服务中继续 (团队,可以取消存档) 。Additionally, teams can be unarchived if there is a need to continue working on them (such as in the case of a project extension).

当所有者存档团队时,对于团队中的内容以及关联的 SharePoint 网站(如果选中)成员,该团队均设置为只读。When a team is archived by an owner, it is set to read-only for members both for content within the team as well as if selected, the associated SharePoint site. 此操作的目标是确保频道中的对话保持其现有状态,以及基于 SharePoint 的内容(如文件和 Wiki)。The objective of this action is to ensure that conversations in channels are preserved in their existing state, along with SharePoint-based content such as files and wikis.

在 SharePoint 网站中,没有任何可见的更改,但是,当 Microsoft 365 组的基于 SharePoint 的权限组设置为"网站访问者"级别时,不能更改任何文件或列表。In the SharePoint site there are no visible changes, however no changes can be made to any files or lists as the SharePoint-based permissions group for the Microsoft 365 Group is set to Site Visitors level. 这包括团队的 OneNote 笔记本,因为此笔记本存储在 SharePoint 网站的网站资产库中。This includes the OneNote notebook for the team, as this is stored in the Site Assets library within the SharePoint site.

在存档团队后,基础 Microsoft 365 组仍受过期策略 (如果设置为) ,因此所有者必须继续续订团队。When a team is archived, the underlying Microsoft 365 group is still subject to the expiration policy (if set), and as such the owner must continue to renew the team.

虽然团队的频道对话和 SharePoint 网站内容设置为只读,但相同的内容不适用于其他关联服务:While the team’s channel conversations and SharePoint site contents are set to read-only, the same is not applied to other associated services:

  • 仍可以创建、修改和删除 Planner 存储桶和任务Planner buckets and tasks can still be created, modified, and deleted
  • 表单仍可接收提交Forms can still receive submissions
  • Outlook 邮箱仍可接收电子邮件The Outlook mailbox can still receive emails
  • 仍可修改 Power BI 仪表板、报表和数据Power BI dashboards, reports and data can still be modified
  • 仍可在 Project 网页项目中编辑项目和路线图Projects and roadmaps can still be edited in Project on the web
  • 视频仍可在 Stream 中上载、修改和删除Videos can still be uploaded, modified, and deleted in Stream
  • Power Automate 中的流仍可创建、修改、删除,并且将继续运行 (但是,如果需要将消息张贴到存档团队团队的频道,这些流) Flows in Power Automate can still be created, modified, deleted, and will continue to run (they will fail however, if required to post a message to a channel of the archived team)

FormsForms

虽然窗体可以从单个帐户移动到一个组,但不能从一个组移动或复制到另一个组。While a form can be moved from an individual account to a group, it cannot be moved or copied from one group to another. 删除团队时,有三个选项可用于表单。There are three options available for a form when a team is deleted.

复制表单Duplicate the form

表单可以 作为模板共享,从而允许其他用户将其复制到其自己的帐户或组。Forms can be shared as templates, allowing other users to copy it to their own account or a group. 这不会保留结果提交的数据;仅表单结构,如问题和设置。This does not retain the data from result submissions; only form structure such as questions and settings.

将结果导出到电子表格Export results to a spreadsheet

如果需要保留表单响应的数据,可以通过将结果导出到 Excel 电子表格来 达到此目的If the data of the form responses needs to be retained, this can be achieved by exporting the results to an Excel spreadsheet. 这将仅将问题及其响应导出为数据 ,不包括由 Forms 创建的图形。This will only export the questions and their responses as data – it does not include graphs created by Forms.

删除表单Delete the Form

虽然删除组也会导致删除任何关联的表单,但组成员可以直接删除这些表单,而无需成为组的所有者,但这是一个手动步骤,不会提供任何额外好处。While deletion of the group will also result in the deletion of any associated forms, group members can directly delete them without being an owner of the group – however this is a manual step that does not provide any additional benefit.

OneNoteOneNote

组中包含的 OneNote 笔记本存储在关联的 SharePoint 网站中的"网站资产"库中。The OneNote notebook included in a group is stored in the Site Assets library within the associated SharePoint site. 笔记本文件有时可以分布于多个单独的文件中,但无法仅单独复制和打开它们。While notebook files can sometimes be spread across multiple individual files, they cannot be simply copied and opened independently. 相反,必须使用 OneNote 2016 移动或导出 OneNote 笔记本的内容。Instead, the contents of the OneNote notebook must be moved or exported using OneNote 2016.

将页面和分区移动到另一个笔记本Move pages and sections to another notebook

将页面或分区分别 移动到另一个笔记本,使所有者有机会清理其数据并仅保留需要保留的内容。Individually moving pages or sections to another notebook provides owners with an opportunity to clean up their data and take only what needs to be retained.

将整个笔记本导出为包Export the entire notebook as a package

如果需要保留整个笔记本的现有结构,可以将其导出为 OneNote 包文件,然后导入到新位置。If the entire notebook needs to be retained with its existing structure, it can be exported as a OneNote package file and then imported to a new location. 或者,这可用作将内容保留在单个文件中而不是现有多文件结构中的方法。Alternatively, this can be used as a method to retain the contents in a single file instead of the existing multi-file structure.

打印为 PDF 格式Print to PDF

如果笔记本的一些内容只需要保留作为参考或记录,可以将单个页面打印为 PDF,并存储在其他位置In scenarios where some of the contents of the notebook need only to be retained for reference or as records, individual pages can be printed to PDF and stored elsewhere.

邮箱和日历Mailbox and calendar

使用与组关联的邮箱的情况并不少见,即使在团队频道中可能进行了很多对话。It is not uncommon for the group-associated mailbox to be utilized, even though many conversations may have been conducted within team channels. 邮箱仅存储直接通过电子邮件发送的电子邮件,不包括直接发送到频道的电子邮件。The mailbox only stores emails that were emailed directly to it and does not include emails that were sent directly to channels.

在某些情况下,邮箱中存储的电子邮件可能只是会议、Planner 任务更新以及其他应用或系统生成的邮件的通知。In some cases, the emails stored within the mailbox may simply be notifications of meetings, Planner task updates, and other app or system generated messages. 检查邮箱的内容以确定应保留还是删除内容,这一点很重要。It is important that the contents of the mailbox be reviewed to determine whether the content should be retained or deleted.

如果将保留策略应用于 Exchange,电子邮件和日历项目将保留并通过电子数据展示搜索提供。If a retention policy is applied to Exchange, the emails and calendar items are retained and available through eDiscovery searches.

导出邮件和日历Export mail and calendar

团队或团队成员可以将邮箱和日历的内容导出到 Outlook 数据/个人存储 (PST) 文件。Team or group members can export the contents of the mailbox and calendar to an Outlook Data / Personal Storage (PST) file. 然后,此文件可以存储在其他位置,也可以将内容导入到其他邮箱中。This file can then be stored elsewhere, or the contents can be imported into a different mailbox. 不建议使用前者,因为如果不在 Outlook 中打开 PST 文件,则不能搜索该文件的内容,并且文件本身会随着时间的推移而损坏。The former is not recommended as the contents of the PST file are not searchable without opening it in Outlook, and the file itself can become corrupted over time.

IT 执行的内容迁移IT-performed content migration

管理员可以使用第三方工具在邮箱之间迁移电子邮件和日历内容,而无需任何用户干预。Administrators can use third-party tools to migrate email and calendar contents between mailboxes without any user intervention. 一个潜在的存储位置可能是完全作为组邮箱内容的"存档"创建的共享邮箱。One potential storage location could be a shared mailbox created purely to serve as an “archive” of the group mailbox contents.

规划器Planner

每个组或团队可以有多个计划。Each group or team can have multiple plans. 在载出过程中,确保解决每个计划的内容是否保留的问题非常重要。It is important during the offboarding process to ensure that each plan is addressed as to whether its contents are retained. 与其他产品一样,Planner 中具有多种从内容上离开的方法。Like the other products, there are several approaches to offboard content in Planner.

将计划导出到电子表格Export the plan to a spreadsheet

如果只需要保留计划副本以便保留记录,最简单的方法是将计划导出 到 Excel 电子表格If it is only required to keep a copy of the plan for record-keeping purposes, the simplest approach is to export the plan to an Excel spreadsheet. 这是单向操作,因为无法从电子表格导入计划。This is a one-way action, as there is no option to import plans from a spreadsheet.

重要

将计划导出到 Excel 将获取计划中大部分信息,但不包括注释、链接或文件。Exporting a plan to Excel will take most information within the plan, but will not include comments, links, or files.

将任务复制并移动到另一个计划Copy and move tasks to another Plan

尽管这看起来像是解决方案,但单个任务只能在同一个组内的计划之间复制或移动,如果删除与计划关联的组,则这样做会否定其中的好处。While this seems like a solution, individual tasks can only be copied or moved between plans within the same group, which negates the benefit in if the group associated With the plan is being deleted.

复制整个计划Copy entire plan

也可以复制 整个计划It is also possible to copy the entire plan. 但是,这不能用于现有组,甚至不能位于同一个组内。However this cannot be to an existing group or even within the same group. 复制计划将创建一个新组。Copying the plan will create a new group. 此外,复制整个计划将不包括注释、工作分配、链接、附件或日期。Additionally, copying the entire plan will not include comments, assignments, links, attachments, or dates.

Power AutomatePower Automate

在 Power Automate 中创建且与组或团队关联的流不属于组,而归创建者所有,仅与其他用户和组共享。Flows created in Power Automate and associated with a group or team do not belong to the group, and instead are owned by the creator and merely shared with other users and groups. 因此,如果删除组或团队,则它们不会受到影响。As such they are not affected if a group or team is deleted.

更改流的所有权Change ownership of the flow

如果工作流需要继续运行,则任何所有者只需将其他用户或 Microsoft 365 组添加为所有者。If the workflow needs to continue operating, any owners can simply add other users or Microsoft 365 groups as owners.

导出流Export the flow

如果工作流不需要继续运行,但需要保留供将来使用,可以将其导出为文件,稍后再次导入。 If the workflow does not need to continue operating but it needs to be preserved for potential future use, it can be exported as a file and imported again later.

Power BIPower BI

Power BI 数据和工作区可以独立于组和团队运行,并且与其他工作负载一样,提供不同方式进行离开。Power BI data and workspaces can operate independently from groups and teams and like other workloads offer different ways of being offboarded.

将报告复制到其他工作区Copy reports to another workspace

如果需要在组或团队的生命周期之外保持报表的功能状态,可以将报表从现有工作区复制到 Power BI 中的另一 个工作区If the report needs to be preserved in its functional state beyond the life of the group or team, it can be copied from the existing workspace to another workspace within Power BI.

从仪表板或报表导出数据Export data from a dashboard or report

或者,如果报表不再需要处于活动状态,但需要保留数据,可以导出到 ExcelAlternatively, if the report no longer needs to be active but the data needs to be retained, it can be exported to Excel.

ProjectProject

在 Project 网页版中创建的项目和路线图可以与 Microsoft 365 组相关联,并提供类似于 Power BI 的载出方法。Projects and Roadmaps created in Project on the web can be associated with Microsoft 365 groups and offers approaches to offboarding similar to Power BI.

将项目分配给另一个组Assign the project to another group

如果需要在组或团队的生命周期之外保持项目的功能状态,可以使用 Dynamics 365 管理中心将其分配给其他 Microsoft 365 组。If the project needs to be preserved in its functional state beyond the life of the group or team, it can be assigned to a different Microsoft 365 group using the Dynamics 365 Administration Center.

从项目或路线图导出数据Export data from the project or roadmap

使用 Dynamics 365 管理中心,可以将项目的用户数据导出到电子表格,或者,如果使用 PowerShell 脚本,可以将数据导出到 Project (。MPP) 和 XML 文件格式。Using the Dynamics 365 Administration Center it is possible to export user data from the project to a spreadsheet, or if using a PowerShell script the data can be exported to Project file (.MPP) and XML file formats.

SharePointSharePoint

团队频道中的所有文件都存储在关联组的 SharePoint 网站的文档库中。All files in team channels are stored in the document library in the SharePoint site of the associated group. 在某些情况下,除文档外的内容可能存在于 SharePoint 中,如列表或页面。In some cases, content other than documents may exist in SharePoint, such as lists or pages. 文件通常存储在 SharePoint 网站的三个主要位置:Files are generally stored in three primary locations within a SharePoint site:

  • 页面 - 网站页面库Pages - Site Pages library
  • 页面中使用的图像 – 网站资产库Images used in pages – Site Assets library
  • 频道中的文件 – 文档库Files in channels – Documents library
  • Wiki 网页 – Teams Wiki 数据库Wiki pages – Teams Wiki Data library

如果网站下方嵌套了一个或多个子网站,则需要针对每个子网站重复执行载出过程。If the site has one or more sub-sites nested underneath it, the offboarding process will need to be repeated for each sub-site. 如果团队包含私人频道,则每个频道都有单独的 SharePoint 网站。If the team contains private channels, there is a separate SharePoint site for each channel.

从组或团队删除文件时,必须考虑它们可能会与不是组或工作组 (成员的用户共享 (无论是组织) 的内部用户还是外部用户,因此,向它们传达即将发生的更改可能值得。It is important when removing files from a group or team to consider that they may be shared with users who are not members of the group or team (whether internal or external to the organization), and as such it may be worthwhile communicating the impending change to them.

下载文件Download files

对于存储在上述库之一的 SharePoint 中的文件,可以将这些文件 下载到本地计算机In the case of files stored within SharePoint in one of the libraries mentioned above, these can be downloaded to a local computer.

移动文件Move files

此外,可以将文件移动到 SharePoint 中的另一个位置,如不同网站中的库。Additionally, files can be moved to another location within SharePoint such as a library in a different site. 参考: https://support.office.com/article/move-or-copy-files-in-sharepoint-00e2f483-4df3-46be-a861-1f5f0c1a87bcReference: https://support.office.com/article/move-or-copy-files-in-sharepoint-00e2f483-4df3-46be-a861-1f5f0c1a87bc

导出列表 存储在 SharePoint 列表中的数据可以导出到 Excel电子表格,并再次导入到另一个网站中的列表。Export list Data stored within SharePoint lists can be exported to an Excel spreadsheet, and imported again to a list in another site.

或者,第三方工具可用于在网站之间迁移列表,以便保留功能、列表视图、格式设置和其他属性。Alternatively, a third-party tool can be used to migrate the list between sites in order to retain function, list views, formatting, and other attributes.

"导出"Wiki 文件“Export” wiki files

团队频道中的 Wiki 内容存储在相关 SharePoint 网站的专用库中的 HTML 格式文件中。Wiki contents within team channels are stored in a HTML formatted file in a dedicated library of the associated SharePoint site. 它们无法轻松导出并导入其他频道 Wiki,但可以转换为 HTML 文件并作为网页打开。They cannot be readily exported and imported to another channel wiki but can be converted to a HTML file and opened as a web page.

Microsoft StreamMicrosoft Stream

与 Power Automate 一样,Stream 中与组或团队关联的视频实际上并不归组所有,在删除组时不会删除。Like Power Automate, videos in Stream associated with a group or team are not actually owned by the group and are not deleted when the group is deleted. Stream 中的视频归上传或创建视频的用户所有,即使他们添加用户或组作为所有者。Videos in Stream are owned by the person who uploaded or created the video, even if they add users or groups as owners. 在 Teams 频道中录制的会议也是这种情况;它们归发起录制的人所有。This is also the case for meetings recorded in a Teams channel; they are owned by the person who initiated the recording.

添加其他所有者Adding other owners

由于视频保留在 Stream 中而不考虑组删除,因此原始所有者可以与其他用户和组共享视频,甚至可以将它们 添加为所有者As the video is retained in Stream regardless of group deletion, the original owner can share the video with other users and groups, even adding them as owners.

下载视频Download the video

如果视频不需要保留在 Stream 中或需要存储在记录管理系统等备用位置,则所有者可以本地 下载它In scenarios where the video does not need to be retained in Stream or needs to be stored in an alternate location such as a records management system, an owner can be download it locally

YammerYammer

与 Microsoft Teams 中的对话不同,Yammer 为用户和管理员提供了移动或导出对话的选项。Unlike conversations in Microsoft Teams, Yammer offers both users and administrators options to move or export conversations.

将对话移动到其他组或社区Move conversations to another group or community

对话可以通过任何用户(而不仅是所有者或管理员)移动到另一个 Yammer 组。Conversations can be moved to another Yammer group by any user, not just owners or administrators. 这一点在经典 Yammer和新的 Yammer 界面中都可行。This is possible in both the classic Yammer, as well as the new Yammer interfaces.

导出网络数据Export network data

Yammer 网络管理员可以 执行网络数据导出,但这样做将导出整个网络的所有对话。Yammer network administrators can perform an export of network data, however doing so will export all conversations for the entire network. 但是,生成的导出会列出组 ID,因此可以基于此筛选对话。The resulting export however lists the Group ID, so it is possible to filter conversations based on this.