使用 Advisor for Teams 帮助你推出 Microsoft TeamsUse Advisor for Teams to help you roll out Microsoft Teams

Advisor for Teams 为你提供 Microsoft Teams 推出的分步指导。Advisor for Teams walks you through your Microsoft Teams rollout. 它评估 Microsoft 365 组织环境,并确定成功推出 Teams 前可能需要更新或修改的最常见配置。It assesses your Microsoft 365 organization environment and identifies the most common configurations that you may need to update or modify before you can successfully roll out Teams. 然后,Advisor for Teams 会创建一个部署团队(在 Teams 中),你要推出的每个工作负载都有对应的频道。部署团队中的每个工作负载都有一个综合 Planner 计划,其中包括每个工作负载的所有推出任务。Then, Advisor for Teams creates a Deployment team (in Teams), with channels for each workload you want to roll out. Each workload in the Deployment team comes with a comprehensive Planner plan that includes all the rollout tasks for each workload. 使用此 Planner 计划将任务分配给负责推出的每个阶段的人员 - 包括项目经理、Teams 服务管理员、支持人员以及你的采用和用户就绪性团队。Using this Planner plan, you'll assign tasks to the people responsible for each phase of the rollout - including the project manager, Teams service admins, support people, and your adoption and user readiness team. 每个推出任务包含成功完成任务所需的所有指南和资源。Each rollout task contains all the guidance and resources you need to successfully complete the task.

Advisor for Teams 是 Teams管理中心的一部分。Advisor for Teams is part of the Teams admin center. 至少必须有 Microsoft 365 商业基础版许可证,才能利用 Advisor for Teams 与 Forms 和 Planner 的集成。At a minimum, you'll need a Microsoft 365 Business Basic license so you can take advantage of the Advisor for Teams integration with Forms and Planner. 若要开始使用 Teams 顾问,请在仪表板上的“部署 Teams 工作负载”小组件中单击“启动”按钮。To begin using Advisor for Teams, click the Start button in the Deploying Teams workload widget on the Dashboard. 或者转到“计划” > “Teams 顾问”。Or go to Planning > Teams Advisor.

重要

Advisor for Teams 不适用于 Microsoft 365 政府版 - GCC High 或 DoD 部署。Advisor for Teams isn't available for Microsoft 365 Government (GCC High or DoD) deployments.

有关 Teams 顾问体验的指导性概述,请查看 Deploy & Configure Microsoft Teams Microsoft Mechanics 视频。For a guided overview of the Advisor for Teams experience, check out the Deploy & Configure Microsoft Teams Microsoft Mechanics video.

使用 Advisor for TeamsUsing Advisor for Teams

必须要有 Teams、Forms 和 Planner 许可证才能使用 Teams 顾问。Teams, Forms, and Planner licenses are required to use Advisor for Teams. 但是,要使用 Teams 顾问,不需要是 Teams 管理员 - 组织中的任何人都可使用它。However, you don't have to be a Teams admin to use Advisor for Teams - anybody in your organization can use it. 我们设置了特殊权限,使非管理员用户可以使用 Advisor for Teams,即使它位于团队管理中心,也是如此。We've set up special permissions so non-admin users can get to Advisor for Teams, even though it's in the Teams admin center. 只有 Teams 管理员、Teams 服务管理员或全局管理员才能打开租户就绪性评估(这是因为特殊的非管理员角色无法访问位于评估底层的 Microsoft Graph API)。You DO have to be a Teams admin, Teams Service Administrator, or Global Administrator to open the tenant readiness assessments (this is because the special non-admin roles don't have access to the Microsoft Graph APIs underlying the assessments).

重要

如果 Teams 管理中心的“计划”下没有“Teams 顾问”,则意味着用户未获得 Teams 许可。If Teams Advisor is missing under Planning in the Teams admin center, it means the user isn't licensed for Teams.

第一次使用 Teams 顾问时,它将在 Teams 中为你创建一个部署团队。The first time you use Advisor for Teams, it'll create a Deployment team for you in Teams. 它为你选择的每个工作负载添加一个频道。It adds a channel for each workload you select.

重要

如果已创建部署团队,而另一个用户尝试创建该团队,他们将收到一条错误消息,告知他们联系支持团队。If a Deployment team has already been created and a different user tries to create it, they'll get an error telling them to contact their support team. 这可防止 Teams 意外泄露关于现有团队及其成员的信息。This prevents Teams from unintentionally disclosing information about the existing team and its members. 请让部署团队的所有者添加你,或与支持人员联系以获取帮助。Ask the owner of the Deployment team to add you, or contact your support person for help.

可用的 Teams 顾问计划Available Advisor for Teams plans

Advisor for Teams 当前提供以下计划:Advisor for Teams currently provides the following plans:

  1. 聊天、团队、频道和应用Chat, teams, channels, and apps
    • 租户评估Tenant assessment
    • Planner 计划,包括采用任务Planner plan, including adoption tasks
    • Forms 用户调查Forms user survey
    • Teams 顾问机器人Advisor for Teams bot
  2. 会话和会议Meetings and conferencing
    • 租户评估Tenant assessment
    • Planner 计划,包括采用任务Planner plan, including adoption tasks
    • Forms 用户调查Forms user survey
    • Teams 顾问机器人Advisor for Teams bot
  3. Skype for Business 升级Skype for Business upgrade
    • 租户评估Tenant assessment
    • Planner 计划,包括采用任务Planner plan, including adoption tasks
    • Forms 用户调查Forms user survey
    • Teams 顾问机器人Advisor for Teams bot
    • Skype for Business 升级计划专为当前正在使用 Skype for Business Online 或 Skype for business 本地环境的客户而设计,将帮助你摆脱升级旅程中的猜测。Designed for customers who are currently using Skype for Business Online or Skype for Business on-premises environments, the Skype for Business upgrade plan will help you take the guesswork out of your upgrade journey. 通过利用经过验证的成功框架实施更改,无论是刚开始使用 Teams、已在 Skype for Business 中使用 Teams,还是已准备好升级,该计划都将指导你完成分步操作。Leveraging a proven success framework for implementing change, the plan will guide you through the step-by-step process whether you’re just getting started with Teams, already using Teams alongside Skype for Business, or ready to upgrade. 该计划还将连接到联机指南和最佳实践可下载资产实时 1:许多规划研讨会,以及支持成功的其他资源。The plan will also connect you to online guidance and best practices, downloadable assets, live 1:many planning workshops, and additional resources to support your success.

建议从“聊天、团队、频道和应用”计划开始。We recommend that you start with the Chat, teams, channels, and apps plan. 该工作负载部署完成后,请返回到 Teams 顾问,然后单击“添加频道”以开始下一个工作负载。When you're done deploying that workload, go back to Advisor for Teams and click Add channel to start the next workload.

租户评估Tenant assessment

每个计划都包括租户就绪性评估,可用于在推出 Teams 前快速识别任何可能需要修正的环境问题。Each plan includes a tenant readiness assessment that you can use to quickly identify aspects of your environment that may need remediation before you roll out Teams. 评估包括先决条件和最佳做法。The assessments include prerequisites and best practices. 每个评估测试都会显示绿色勾号或橙色警告三角形。Each assessment test will have a green check mark or an orange warning triangle.

  • Green check mark绿色勾号表示你的租户已通过特定测试。A green check mark means your tenant passed the specific test.
  • Yellow alert mark橙色警告三角形表示我们建议你跟进,确定是否需要执行任何操作(例如,推荐使用 Microsoft 365 组过期策略,但不是必需的)。An orange warning triangle means that we suggest you follow up to determine if any action is needed (for example, a Microsoft 365 Group expiration policy is recommended but not required).

重要

拥有管理角色的用户启动 Teams 顾问后,所有评估都将在后台运行。Once a user with an Administrative role starts Advisor for Teams, all assessments run in the background. 如果你进行某种更新或修正,这些内容可能在长达 24 小时内都不会反映到评估中。If you update or remediate something, it may not be reflected in your assessments for up to 24 hours.

下面各节将介绍每项评估,包括某一项是否是先决条件或最佳做法、每项评估检查所执行的操作和理由以及有关修正(如需要)的指导。The sections below describe each assessment, including whether something is a prerequisite or best practices, what each assessment checks is doing and why, and guidance for remediation as needed.

针对所有工作负载的评估测试Assessment tests for all workloads

评估测试Assessment test 提供的信息What it tells you
已配置虚域Vanity domain configured 是否为你的租户配置了非 @onmicrosoft.com 域(例如,@contoso.onmicrosoft.com)。Whether there's a non-@onmicrosoft.com domain configured for your tenant (for example, @contoso.onmicrosoft.com). 当然,你可以使用 @onmicrosoft.com 域,或者也可以配置虚域,由你选择。You can use the @onmicrosoft.com domain, of course, or you can configure a vanity domain - your choice. 有关详细信息,请阅读将域添加到 Microsoft 365For more information, read Add a domain to Microsoft 365.
Teams 许可证Teams licenses 这是先决条件;你必须具有 Teams 许可证才能推出 Teams。This is a prerequisite - you must have Teams licenses in order to roll out Teams. 此测试查询 Microsoft Graph 以了解你是否拥有 Teams 许可证(至少有一个许可证可供分配)。Queries the Microsoft Graph to see whether you have Teams licenses (with at least one license available to assign). 有关详细信息,请参阅 Microsoft Teams 服务说明For more information, read Microsoft Teams service description.
Exchange Online 许可证Exchange Online licenses 你是否有具有可用 Exchange Online 许可证的活动订阅Whether you have an active subscription with available Exchange Online licenses. 虽然 Exchange 不是基本 Teams 功能所必需的,但与 Exchange 的集成提供了一种最佳 Teams 体验。While Exchange isn't required for basic Teams functionality, integration with Exchange provides an optimal Teams experience. 此测试查询 Microsoft Graph 以分析与租户关联的订阅并验证你是否有具有合格 Exchange Online 许可证的订阅(至少有一个可用的许可证可供分配)。Queries the Microsoft Graph to analyze the subscriptions associated with your tenant and validate whether you have subscriptions with an eligible Exchange Online license (with at least one license available to assign). 有关详细信息,请阅读 Exchange 与 Teams 如何交互For more information, read How Exchange and Teams interact.
SharePoint Online 许可证SharePoint Online licenses 你是否有具有可用 SharePoint Online 许可证的活动订阅。Whether you have an active subscription with available SharePoint Online licenses. 建议采用基于每个用户的 SharePoint Online 许可证,以便提供 OneDrive for Business 在聊天中用于文件存储。We recommend per-user SharePoint Online licenses to provide OneDrive for Business for file storage in chats. 此测试查询 Microsoft Graph 以了解你是否拥有 SharePoint Online 许可证(至少有一个许可证可供分配)。Queries the Microsoft Graph to see whether you have SharePoint Online licenses (with at least one license available to assign). 有关详细信息,请阅读 SharePoint Online 和 OneDrive for Business 与 Teams 如何交互For more information, read How SharePoint Online and OneDrive for Business interact with Teams.
已启用来宾访问Guest access enabled 是否已启用来宾访问Whether guest access is turned on. 通过来宾访问可邀请外部用户加入你的团队。Guest access lets you invite external users to your join your teams. 请参阅“在团队中与来宾协作”,了解在 Teams 中启用来宾访问的详细步骤;该检查表包含所需的 Azure AD 配置。See Collaborate with guests in a team to walk through turning on guest access in Teams; the checklist includes the required Azure AD configurations.
已配置外部访问External access configured 是否已启用外部访问Whether external access is turned on. 默认情况下会启用此项并采用开放式联合身份验证。By default, it's turned on, with open federation.

有关聊天、团队、频道和应用的评估Assessments for chat, teams, channels, and apps

除了针对所有工作负载的评估测试之外,还会针对聊天、团队、频道和应用工作负载运行以下额外评估:In addition to the Assessment tests for all workloads, the following additional assessments are run for the chat, teams, channels, and apps workload:

评估测试Assessment test 提供的信息What it tells you
已配置 Microsoft 365 组命名策略Microsoft 365 Group naming policy configured 是否已为 Microsoft 365 组配置命名标准。Whether naming standards have been configured for Microsoft 365 Groups. 使用 Microsoft 365 组命名策略,组织可以对用户创建的团队应用一致的命名策略,并也能对其他组工作负载(包括 Outlook、SharePoint、Planner 和 Yammer)应用。Microsoft 365 Groups naming policy enables your organization to apply a consistent naming strategy to user-created teams and also applies to other Groups workloads (including Outlook, SharePoint, Planner, and Yammer). 此测试通过 Microsoft Graph 查询 Azure AD,以检查是否有应用于 Microsoft 365 组的命名策略。This test queries Azure AD via the Microsoft Graph to check for the existence of naming policies that apply to Microsoft 365 Groups. 有关详细信息,请阅读组命名策略For more information, read Groups naming policy.
已配置 Microsoft 365 组过期策略Microsoft 365 Group Expiration Policy configured 是否已为 Microsoft 365 组定义组过期策略。Whether a Group Expiration Policy has been defined for Microsoft 365 Groups. 这可让你的组织自动删除非活动状态的团队。This enables your organization to automatically remove inactive Teams. 默认情况下处于禁用状态。It's turned off by default. 此测试通过 Microsoft Graph 查询 Azure AD,并报告是否已在默认值的基础上修改该值。This test queries Azure AD via the Microsoft Graph and reports whether the value has been modified from the default. 有关详细信息,请参阅 Microsoft 365 组过期策略For more information, read Microsoft 365 group expiration policy.

有关会话和会议的评估Assessments for meetings and conferencing

除了针对所有工作负载的评估测试之外,还会针对会话和会议工作负载运行以下额外评估:In addition to the Assessment tests for all workloads, the following additional assessments are run for the meetings and conferencing workload:

评估测试Assessment test 提供的信息What it tells you
音频会议许可证Audio Conferencing licenses 你是否有具有音频会议许可证的活动订阅。Whether you have an active subscription with Audio conferencing licenses. 如果要部署音频会议网桥,那么这是先决条件。This is a prerequisite if you're deploying Audio conferencing bridges. 此测试查询 Microsoft Graph 以了解你是否拥有音频会议许可证(至少有一个许可证可供分配)。有关详细信息,请阅读 Teams 附加许可Queries the Microsoft Graph to see whether you have Audio Conferencing licenses (with at least one license available to assign) For more information, read Teams add-on licensing.
Stream 许可证Stream licenses 你是否有具有 Microsoft Stream 许可证的活动订阅。Whether you have an active subscription with Microsoft Stream licenses. 如果你想要启用“会议录制”,那么这是先决条件。This is a prerequisite if you want to turn on Meeting Recording. 此测试查询 Microsoft Graph 以了解你是否拥有 Microsoft Stream 许可证(至少有一个许可证可供分配)。Queries the Microsoft Graph to see whether you have Microsoft Stream licenses (with at least one license available to assign). 有关 Stream 及其启用方法的详细信息,请阅读 Teams 云会议录制For more information on Stream and how to turn it on, read Teams cloud meeting recording.

Skype for Business 升级评估Assessments for Skype for Business Upgrade

除了针对所有工作负载的评估测试,Skype for Business 升级还包括在会议和会议计划中使用的评估。In addition to the Assessment tests for all workloads, Skype for Business Upgrade also includes assessments used in the meetings and conferencing plan.

Teams 顾问机器人Advisor for Teams bot

Teams 顾问创建部署团队后,顾问机器人就会在“常规”频道中提供以下消息:Once Advisor for Teams creates your Deployment team, the Advisor bot delivers the following message in the General channel:

欢迎使用 Microsoft Teams 中的部署团队!Welcome to your Deployment team for Microsoft Teams!

此团队的目的是为你提供组织的 Teams 推出的分步指导,方法是为你提供所需的所有资源,并为项目团队提供协作空间。The purpose of this team is to walk you through your organization's Teams rollout by giving you all the resources you need and providing a collaboration space for the project team. 使用 Advisor for Teams 创建的每个频道包括分步 Planner 计划和其他资源,例如可在整个推出过程中使用的 Forms 用户调查。Each channel created using Advisor for Teams includes a step-by-step Planner plan and other resources such as a Forms users survey that can be used throughout your rollout. 可随时返回并查看租户就绪性评估或使用 Teams 管理中心添加其他工作负载计划。At any point, you can you go back and review the tenant readiness assessment or add additional workload plans using the Teams admin center.

行动号召Call to action

  • 如果你不熟悉 Teams 或 Planner,请查看我们的 Teams 演练并观看 Planner 快速入门视频If you're new to Teams or Planner, check out our Teams walkthrough and watch the Planner quick-start videos.
  • 转到 Teams 中的部署团队。Head over to your Deployment team in Teams. 选择工作负载频道(例如,“聊天”、“团队”、“频道”和“应用”),选择“Planner”选项卡以开始使用。Select your workload channel (for example, Chat, teams, channels, and apps), and select the Planner tab to get started.

若要了解有关 Advisor for Teams 的详细信息,请参阅使用 Advisor for Teams 推出 Microsoft TeamsTo learn more about Advisor for Teams, read Use Advisor for Teams to roll out Microsoft Teams.

重要

Advisor for Teams 机器人仅用于向部署团队发送欢迎消息。The Advisor for Teams Bot is only used to send a welcome message to your Deployment team. 不会收集额外的数据。No additional data is collected.

重要

默认情况下会启用 Teams 顾问机器人。The Advisor for Teams bot is turned on by default. 如果你使用或计划使用 Teams 顾问,请不要将其禁用。Don't turn it off if you use or plan on using Advisor for Teams.

常见问题解答Frequently asked questions

Advisor for Teams 的许可要求是什么?What are the licensing requirements for Advisor for Teams?

至少必须有 Microsoft 365 商业基础版,才能利用 Teams 顾问与 Forms 和 Planner 的集成。At a minimum, you'll need Microsoft 365 Business Basic so you can take advantage of the Advisor for Teams integration with Forms and Planner.

我是否可以删除部署团队?Can I delete the Deployment team?

在 Advisor for Teams 创建部署团队后,可以像管理任何其他团队那样管理该团队,包括可以删除该团队。After Advisor for Teams has created your Deployment team, manage the team like any other team - including the ability to delete it. 请注意,如果不使用 Teams 管理中心删除该团队,Teams 管理中心将显示该团队仍然存在。Be aware that, if you don't delete the team by using the Teams admin center, the Teams admin center will show that the team still exists.

我是否可以在部署团队中添加或删除频道?Can I add or remove channels in the Deployment team?

可以,创建部署团队后,你将按照管理任何其他团队的方式管理频道。Yes, once the Deployment team has been created, you'll manage the channels the same way as any other team.

我是否可以在部署团队中添加或删除项目团队成员?Can I add or remove project team members in the Deployment team?

可以,创建部署团队后,你将按照管理任何其他团队的方式进行管理。Yes, once the Deployment team has been created, you'll manage it the same way as any other team.

能否修改 Planner 计划?Can I modify the Planner plans?

可以,Advisor for Teams 创建部署团队后,你应更新 Planner 计划,使其可以为你的 Teams 推出提供最佳支持。Yes, after Advisor for Teams has created your Deployment team, you should update the Planner plan so it best supports your Teams rollout. 可以像任何其他 Planner 计划那样修改任何项 - 存储桶、任务和任务详细信息。You can modify anything - buckets, tasks, task details - just like any other Planner plan.

能否修改 Forms 调查?Can I modify the Forms survey?

可以,Advisor for Teams 创建部署团队后,可以按需修改 Forms 调查。Yes, after Advisor for Teams has created your Deployment team, you can modify the Forms survey as needed.

GCC 中的 Advisor for Teams 是否有任何差异?Are there any differences between Advisor for Teams in GCC?

是的,用户调查 Forms 已创建,但未固定到计划频道中,因为 GCC 中当前未提供 Teams Forms 应用。Yes, user survey Forms are created but are not pinned in plan channels as the Teams Forms app is not available in GCC presently.

Advisor for Teams 会收集关于我的组织的什么信息?What information is Advisor for Teams collecting about my organization?

Advisor for Teams 请求你同意收集非 EUII(最终用户标识信息)。Advisor for Teams requests your agreement to collecting non-EUII (end user identifying information). 收集的信息采用遥测的形式,用于向 Microsoft 提供有关 Advisor for Teams 在促进成功结果方面的作用以及需要改进之处的反馈。The information that is collected is in the form of telemetry that provides feedback to Microsoft on how well Advisor for Teams is driving successful outcomes and where it may need to be improved. 此类数据用于帮助 Microsoft 识别与你的组织积极互动,从而为你的部署提供协助的机会。This same data is used to identify opportunities for Microsoft to proactively engage with your organization in an effort to assist with your deployment.

能否将 Advisor for Teams 与 FastTrack 配合使用?Can I use Advisor for Teams with FastTrack?

可以,针对希望部署 Teams 的所有客户,FastTrack 会利用 Advisor for Teams。Yes, FastTrack leverages Advisor for Teams for all customers looking to deploy Teams. 他们可以使用 Advisor for Teams(如果需要)协助部署团队进行初始设置,并在 Teams 推出期间根据需要就特定主题提供支持。They can assist with the initial setup of your Deployment team using Advisor for Teams (if required) and also provide as-needed support on specific topics during your Teams rollout.

能否在与合作伙伴协作的过程中使用 Advisor for Teams?Can I use Advisor for Teams with a partner?

可以,在使用 Advisor for Teams 时,你也可以使用部署合作伙伴进行 Teams 部署。Yes, you can use Advisor for Teams while also using a deployment partner for your Teams deployment. 如果你的合作伙伴是 CSP 并代表你管理租户,则他们可以使用 Advisor for Teams 来创建部署团队,并协助你执行整个项目。If your partner is a CSP and manages your tenant on your behalf, they can use Advisor for Teams to create your Deployment team and assist you with executing the overall project. 此外,你还可以通过将各合作伙伴添加到你的部署团队来与他们一起工作,从而让他们作为整个项目团队的成员参与进来。Additionally, you can work with any partner by adding those individuals as guests in your Deployment team, to allow them to participate as a member of the overall project team.

如何使用 Planner?How do I use Planner?

查看 Microsoft Planner 帮助Planner 快速入门视频Check out Microsoft Planner help and the Planner quick-start videos.

如何使用 Forms?How do I use Forms?

转到 Forms 帮助中心Go to the Forms help center.

如何部署 TeamsHow to roll out Teams

在 Teams 中组织团队的最佳做法Best practices for organizing teams in Teams

用于许可的产品名称和服务计划标识符Product names and service plan identifiers for licensing