适用于小型企业的 OneDrive 快速入门指南OneDrive QuickStart guide for small businesses

Microsoft OneDrive 是一个可靠但简单易用的云存储平台,适用于小型企业、企业以及介于两者之间的所有内容。Microsoft OneDrive is a robust but simple-to-use cloud storage platform for small businesses, enterprises, and everything in between. 与其他云存储提供商不同,OneDrive 中大部分以企业为中心的高级功能都适用于每种订阅类型,使组织能够以最受益的任何方式使用 OneDrive。Unlike other cloud storage providers, most of the advanced enterprise-focused features in OneDrive are available for every subscription type, enabling organizations to use OneDrive in whatever way benefits them the most. 本指南重点介绍对希望使用 OneDrive 的小型企业最有意义的部署和配置选项。This guide focuses on the deployment and configuration options that make the most sense for small businesses looking to use OneDrive. 从其中,这些组织可以选择所需的任何其他管理功能。From there, these organizations can select whatever other management capabilities they require. 有关包含部署、配置和管理 OneDrive 的其他方法的完整部署指南,请参阅 适用于企业的 OneDrive 指南For the full deployment guide, which contains other methods of deploying, configuring, and managing OneDrive, see OneDrive guide for enterprises.

OneDrive 入门Getting started with OneDrive

OneDrive 即使在大型企业中也有效,但它仍具有小型企业可以利用的易于实现的小占用空间。OneDrive is effective in even the largest enterprises, but it still has a small, easy-to-implement footprint that small businesses can take advantage of. 毕竟,小型企业在发生故障的设备上丢失文件的风险通常最高,因为很少公司关注集中存储和备份。After all, small businesses are often at highest risk for losing files on failed devices because few are concerned with centralized storage and backups. 但是,通过使用 OneDrive,你的小型企业可以保证文件安全,并且你的用户可以从他们的所有设备轻松访问它们。By using OneDrive, however, your small business can keep files safe, and your users can easily access them from all their devices.

若要开始使用 OneDrive,请按照以下步骤操作:To get started with OneDrive, follow these steps:

  1. 查看基本 OneDrive 信息。Review basic OneDrive information. 首先查看 OneDrive 帮助中心提供的 介绍性 OneDrive 信息Start by reviewing the introductory OneDrive information available at the OneDrive help center. 你将获得许多问题的答案,包括 OneDrive 体验及其工作方式。You'll get answers to many of your questions, including the OneDrive experience and how it works.

  2. 设置 Microsoft Office 365 订阅。Set up a Microsoft Office 365 subscription. 必须设置订阅才能使用 OneDrive,但无需购买 Microsoft 365 套件中所有应用程序。You must set up a subscription to use OneDrive, but you aren't required to purchase all the applications in the Microsoft 365 suite. 若要开始,请按照设置 Microsoft 365 商业应用版 中的步骤操作To get started, follow the steps in Set up Microsoft 365 Apps for business.

  3. 添加 OneDrive 许可证。Add OneDrive licenses. 查看比较 OneDrive 计划中的计划选项,然后添加所需的许可证。Review your plan options in Compare OneDrive plans, and then add the licenses you need.

完成这些任务后,即可规划、部署和配置 OneDrive 同步应用和应用程序。When you've completed these tasks, you're ready to plan for, deploy, and configure the OneDrive sync app and applications. 为此,请完成以下三个简单的步骤:To do that, complete these three simple steps:

  1. 规划采用。Plan for adoption. 对于小型企业,规划用户采用可以像单独向用户展示如何使用 OneDrive 一样简单。For small businesses, planning for user adoption can be as simple as individually showing your users how to use OneDrive. 通常,小型企业客户不会考虑针对新应用程序的此步骤,这可能会对应用程序的成功产生负面影响。Often, small business customers don't consider this step for new applications, and that can negatively affect the application's success. 采用 OneDrive 部分为 OneDrive 采用提供了有用的资源。The section Adopt OneDrive provides helpful resources for OneDrive adoption.

  2. 安装和配置。Install and configure. 同步应用适用于 Windows 和 macOS 操作系统,可为与其文件交互的用户提供无缝体验。Sync apps are available for the Windows and macOS operating systems that provide a seamless experience for users interacting with their files. 大多数小型企业首先在用户的设备上安装同步应用,然后稍后考虑使用 OneDrive 移动应用。Most small businesses start by installing the sync app on their users' devices, and then consider the OneDrive mobile apps later. 事实上,你可能已在设备上拥有 OneDrive 客户端。In fact, you may already have the OneDrive client on your devices. 运行 Windows 10 操作系统的设备以及运行 Windows 或 macOS 与 Microsoft Office 2016 或更高版本的设备已具有 OneDrive 同步应用。Devices running the Windows 10 operating system and devices running Windows or macOS with Microsoft Office 2016 or later will have the OneDrive sync app already. 若要了解如何安装和配置 OneDrive 同步应用和移动应用,请参阅安装和配置 OneDrive 部分For information about how to install and configure the OneDrive sync app and mobile apps, see the section Install and configure OneDrive.

  3. 管理 OneDrive。Manage OneDrive. 对于许多小型企业,管理 OneDrive 是可选的。For many small businesses, managing OneDrive is optional. 只需安装和配置 OneDrive,然后保留它。You could simply install and configure OneDrive and leave it at that. 但是,如果你想要使用 OneDrive 的高级功能或添加设备共享或访问限制,可以在 OneDrive 管理中心轻松管理这些设置和其他设置。If you want to use advanced features of OneDrive or add device sharing or access restrictions, however, you can easily manage those and other settings in the OneDrive admin center. 有关管理 OneDrive 的信息,请参阅管理 OneDrive 部分For more information about managing OneDrive, see the section Manage OneDrive.

适用于小型企业的关键 OneDrive 功能Key OneDrive features for small businesses

与大多数其他云存储提供商不同,OneDrive 不仅为小型企业提供开箱即用强大的功能,还使大多数高级功能可供小型企业使用。Unlike most other cloud storage providers, OneDrive not only provides robust features to small businesses out of the box, but it also makes most of its advanced features available to them. 这使小型企业能够根据组织的需要灵活地使用高级功能。This gives small businesses the flexibility to use advanced features based on the needs of their organization.

本部分中列出的功能可解决常见的客户问题或特定的合规性要求,或提供仅在 OneDrive 中提供的独特功能。The features listed in this section address common customer concerns or specific compliance requirements, or provide unique functionality available only in OneDrive. 有关跨 OneDrive 计划提供的功能的完整列表,请参阅 Microsoft OneDriveFor a full list of features available across OneDrive plans, see Microsoft OneDrive.

备注

本节中的信息仅供了解,不需要安装和使用 OneDrive。The information in this section is for awareness purposes only and is not required to install and use OneDrive.

OneDrive 文件随选OneDrive Files On-Demand

OneDrive 文件随需要使用户可以从文件资源管理器中查看、搜索 OneDrive 中存储的文件并与之交互,而无需将所有文件下载到其设备。OneDrive Files On-Demand enables users to view, search for, and interact with files stored in OneDrive from within File Explorer, without downloading all the files to their device. 该功能提供了 OneDrive 和本地文件的无缝外观,而不占用本地硬盘驱动器上的空间。The feature provides a seamless look and feel for both OneDrive and local files without taking up space on the local hard drive. 如以下屏幕截图所示,尚未下载的文件的状态具有云图标。As shown in the following screenshot, files that have not been downloaded have a cloud icon for their status. 对于已下载的文件,其状态将显示绿色复选标记。For those files that have been downloaded, the status shows a green checkmark.

包含已下载的一些 OneDrive 文件和其他仅位于云中的 OneDrive 文件的 Windows 资源管理器屏幕截图

默认情况下,仅在您需要访问文件时下载文件。By default, files are downloaded only when you need to access them. 但是,如果你计划在与 Internet 断开连接的情况下访问文件,只需右键单击文件,然后选择"始终在此设备上保留",即可使该文件 脱机However, if you plan to access a file while disconnected from the internet, simply make the file available offline by right-clicking it, and then selecting Always keep on this device. 或者,如果要释放设备上的空间并删除下载的文件副本,请右键单击该文件,然后选择“释放空间”。Alternatively, if you want to free space on your device and remove the downloaded copy of a file, right-click the file, and then select Free up space. 以下屏幕截图显示了运行 Windows 的设备上 OneDrive 文件的右键单击菜单。The following screenshot shows the right-click menu for OneDrive files on a device running Windows.

OneDrive 右键单击菜单的屏幕截图,包含"始终在此设备上保留"和"释放空间"选项

有关 OneDrive 文件随选的详细信息,请参阅了解 OneDrive 文件随选For more information about OneDrive Files On-Demand, see Learn about OneDrive Files On-Demand.

新式附件Modern attachments

OneDrive 与 Microsoft Outlook 集成,可轻松共享与电子邮件附件一样出现的 OneDrive 文件。OneDrive integrates with Microsoft Outlook to enable easy sharing of OneDrive files that appear just like email attachments. 此功能提供熟悉的共享体验,但是集中存储 OneDrive 中的附件。This feature provides a familiar sharing experience but centralizes storage of attachments in OneDrive. 这允许你的用户对同一个文件进行所有协作,而不是在电子邮件中来回发送不同版本。This allows your users to all collaborate on the same file instead of sending different versions back and forth in email. 此外,你可以直接从 Outlook 客户端配置文件的共享权限。In addition, you can configure sharing permissions on the files directly from within the Outlook client.

带新式附件的 Outlook 屏幕截图和显示权限选项的右键单击菜单

为了减少用户在选择添加副本或链接到附加的 OneDrive 文件时出现混淆的可能性,可以设置 Outlook 客户端的默认行为,如在 Outlook 2016中附加云文件时如何控制默认附件状态中演示。To reduce the potential for confusion when users choose to add a copy versus a link to attached OneDrive files, you can set the default behavior of the Outlook client, as demonstrated in How to control default attachment state when you attach a cloud file in Outlook 2016.

文件还原Files Restore

OneDrive 文件还原功能允许用户将文件还原到过去 30 天内的任何时间点。The OneDrive Files Restore feature lets users restore files to any point over the past 30 days. 为了选择所需的恢复时间,OneDrive 会向用户显示显示文件活动的直方图,以便确定哪个恢复时间满足您的需求。To select the desired recovery time, OneDrive presents you with a histogram that shows file activity so that you can determine which recovered time meets your needs. 只需从中选择要还原到的文件历史记录条目,之后的所有更改都将回滚。From there, simply select the file history entry to which you want to restore, and all changes after that point will be rolled back.

Microsoft 365 中"还原 OneDrive"页面的屏幕截图

此外,由于直方图显示文件上的单个活动,因此您可以使用此功能快速查看文件的修改历史记录。In addition, because the histogram shows individual activity on a file, you can use this feature to quickly view your files' modification history. 有关此功能的详细信息,请参阅还原 OneDriveFor more information about this feature, see Restore your OneDrive.

回收站Recycle bin

OneDrive 包含一个回收站,它类似于 Windows 桌面上的回收站。OneDrive has a recycle bin similar to the one available on the Windows desktop. 删除的文件将移动到回收站,并在永久删除之前保留指定的时间。Deleted files are moved to the recycle bin and kept for a designated time before being permanently deleted. 对于工作或学校帐户,删除的文件会在 93 天后清除,除非已进行配置。For work or school accounts, deleted files are purged after 93 days unless configured otherwise. 有关回收站工作方式的演示,请参阅在 OneDrive 中恢复已删除的文件或文件夹For a demonstration of how the recycle bin works, see Restore deleted files or folders in OneDrive.

已知文件夹移动Known Folder Move

已知文件夹移动允许用户选择 Windows 已知文件夹(如桌面、文档或图片)以自动同步到 OneDrive。Known Folder Move enables users to select Windows known folders, such as their desktop, Documents, or Pictures, to automatically synchronize to OneDrive. 你可以在 OneDrive 的初始设置期间或配置完成后添加此功能。You can add this feature during the initial setup of OneDrive or after it has been configured. 此功能为希望将已知文件夹添加到其现有同步文件夹列表的用户提供了简单的迁移选项。This capability provides a simple migration option for users looking to add known folders to their existing list of synchronized folders. 有关已知文件夹移动详细信息,请参阅将文件保存至 OneDrive 来保护文件For more information about Known Folder Move, see Protect your files by saving them to OneDrive.

采用 OneDriveAdopt OneDrive

用户采用对于任何新应用程序的整体成功非常重要。User adoption is important to the overall success of any new application. 理想情况下,为了最大化 Office 365 和 OneDrive 的投资回报,你需要最大限度地提高用户与它们的互动。Ideally, to feel that you have maximized your investment in Office 365 and OneDrive, you need to maximize user engagement with them. 对于小型企业,推动用户采用非常简单,只需在安装 OneDrive 时将其介绍或向用户显示 Office 365 培训中心提供的任何视频For small businesses, driving user adoption can be as simple as introducing users to OneDrive when you're installing it or showing them any of the videos available at the Office 365 Training Center.

在用户可能执行手动安装时,亲自向用户展示如何在 OneDrive 中保存和共享文档是推动采用的最有效选项。Personally showing your users how to save and share documents in OneDrive tends to be the most effective option for driving adoption, given that you'll likely be performing manual installations. 小型企业的主要价值主张是文件可用性和冗余。The primary value proposition for small businesses is file availability and redundancy. 保存在本地存储上的文档可能会随设备一起丢失;保存到 OneDrive 的文档不能。A document saved on local storage can be lost with a device; a document saved to OneDrive cannot. 只需事先与用户进行此讨论,并演示应用程序的易用性,就可以推动为此工作产生积极的结果。Simply having this discussion with your users beforehand, coupled with demonstrating the application's ease of use, can drive positive outcomes for this effort.

有关更正式的 Microsoft 365 用户采用策略的信息,请参阅 Microsoft 365 最终用户采用指南For information about a more formal Microsoft 365 user adoption strategy, see the Microsoft 365 End User Adoption Guide. 有关通过类似、更正式的流程推动用户参与度的信息,请参阅 Office 365 最终用户参与的成功因素For more information about driving user engagement through a similar, more formal process, see Success Factors for Office 365 End User Engagement. 你还可以在推动采用技术社区中提供与采用相关的创意或发表评论。You can also contribute to or comment on adoption-related ideas in the Driving Adoption Tech Community.

安装和设置 OneDrive 应用Install and set up OneDrive apps

你可以从 Web 浏览器上载、下载 OneDrive 文件并与之交互,但理想的 OneDrive 体验来自 Windows 和 Mac 同步应用以及 iOS 和 Android 移动应用。You can upload, download, and interact with your OneDrive files from a web browser, but the ideal OneDrive experience comes from the Windows and Mac sync apps and the iOS and Android mobile apps. 借助这些客户端和应用,将文件保存至 OneDrive 并与之交互比每次需要一些内容时访问网站要容易得多。With these clients and apps, saving files to OneDrive and interacting with them is much easier than visiting a website each time you need something. 通过此体验,你可以将 OneDrive 无缝集成到现有文件交互体验中。Through this experience, you can seamlessly integrate OneDrive into your existing file interaction experiences.

可以在任何受支持的设备上安装 OneDrive。You can install OneDrive on any supported device. 对于小型企业,手动安装通常最有意义。For small businesses, manual installations typically make the most sense. 对于一些设备,安装过程可能与从应用商店安装应用一样简单。For some devices, the installation process may be as simple as installing an app from the app store. 对于其他设备,你可能需要先删除旧版本的 OneDrive。For others, you may need to delete older versions of OneDrive first. 本部分将指导你在 iOS 和 Android 移动设备、Windows 设备和运行 macOS 的计算机上安装和配置 OneDrive。This section walks you through the installation and configuration of OneDrive on iOS and Android mobile devices, Windows devices, and computers running macOS. 你可能不需要在所有这些平台上安装 OneDrive,具体取决于组织中使用的设备。You may not need to install OneDrive on all these platforms, depending on the devices used in your organization.

大多数小型企业首先在用户的 Windows 和 macOS 设备上安装 OneDrive 同步应用,然后考虑使用 OneDrive 移动应用。Most small businesses start by installing the OneDrive sync app on users' Windows and macOS devices, and then consider the OneDrive mobile apps afterwards. 在开始使用 OneDrive 之前,无需在所有设备上安装和配置 OneDrive。You don't need to install and configure OneDrive on all your devices before you start using it.

在 Windows 设备上安装和配置同步应用Install and configure the sync app on a Windows device

如果你的 Windows 设备具有 Office 2016 或 Windows 10,则它已有 OneDrive 同步应用。If your Windows device has either Office 2016 or Windows 10, it already has the OneDrive sync app.

对于运行较早版本的 Windows 或未安装 Office 2016 的设备,可以从 下载适用于 Windows 的 OneDrive 同步应用 https://onedrive.live.com/about/downloadFor devices running older versions of Windows or on which Office 2016 is not installed, you can download the OneDrive sync app for Windows from https://onedrive.live.com/about/download.

备注

如果设备具有较旧版本的同步应用,则安装新应用时将要求您卸载该应用。If the device has an older version of the sync app, you'll be asked to uninstall it when you install the new one.

配置 OneDrive for Windows 很简单,但如果你想要查看演示,请参阅在 Windows 中将文件与 OneDrive 同步应用同步Configuring OneDrive for Windows is simple, but if you want to see a demonstration, see Sync files with the OneDrive sync app in Windows

在 macOS 设备上安装和配置 OneDriveInstall and configure OneDrive on a macOS device

若要在运行 macOS 的计算机上安装 OneDrive 同步应用,只需按照在 macOS 上将文件与 OneDrive 同步应用同步中的步骤操作To install the OneDrive sync app on a computer running macOS, just follow the steps in Sync files with the OneDrive sync app on macOS. 设置体验与 Windows 的安装体验类似。The setup experience is similar to that for Windows. 有关 macOS 上的 OneDrive 的信息,请参阅 OneDrive for Mac – FAQFor more information about OneDrive on macOS, see OneDrive for Mac – FAQ.

在移动设备上安装和配置 OneDriveInstall and configure OneDrive on a mobile device

在移动设备上安装 OneDrive 应用很简单:从任何 Android、iOS 或 Windows 移动设备上的应用商店下载应用。Installing the OneDrive app on a mobile device is simple: download the app from the app store on any Android, iOS, or Windows mobile device. 如果要进一步简化手动安装过程,请转到 并输入要安装 OneDrive 的设备的移动 https://onedrive.live.com/about/download 电话号码。If you want to simplify the manual installation process even further, go to https://onedrive.live.com/about/download and enter the mobile phone number of the device on which you want to install OneDrive. Microsoft 将向移动设备发送短信,其中包含指向设备应用商店中应用的链接。Microsoft will send a text message to the mobile device with a link to the app in the device's app store. 安装后,通过打开应用并响应提示开始配置过程。Once installed, start the configuration process by opening the app and responding to the prompts.

若要了解如何在 iOS 设备上在 OneDrive 中执行任务,请参阅在iOS 上使用 OneDrive。To learn how to perform tasks in OneDrive on an iOS device, see Use OneDrive on iOS.

若要了解如何在 Android 设备上在 OneDrive 中执行任务,请参阅在Android 上使用 OneDrive。To learn how to perform tasks in OneDrive on an Android device, see Use OneDrive on Android.

管理 OneDriveManage OneDrive

许多小型企业使用 OneDrive,无需更改任何选项。Many small businesses use OneDrive without changing any of the options.

如果要将一些基本设备和共享限制添加到 OneDrive,可以使用 OneDrive 管理中心。If you want to add some basic device and sharing restrictions to OneDrive, you can use the OneDrive admin center. 若要访问新的 OneDrive 管理中心,请转到 https://admin.onedrive.comTo access the new OneDrive admin center, go to https://admin.onedrive.com. 你可以限制用户可以与之共享文件的用户、选择员工可用于访问 OneDrive 的设备等。There, you can restrict the people with whom your users can share files, choose the devices your employees can use to access OneDrive, and more.

OneDrive 管理中心内的设置分为六类:Settings in the OneDrive admin center are grouped into six categories:

  • 共享。Sharing. 使用新 SharePoint 管理中心 中的"共享"页面,而不是使用此页Instead of using this page, use the Sharing page in the new SharePoint admin center. 若要了解详细信息,请参阅管理共享设置To learn more, see Manage sharing settings.

  • 同步。"同步 "页面上,你可以要求已同步设备加入你的域或根据文件类型配置同步限制。Sync. On the Sync page, you can require that synced devices be joined to your domain or configure sync restrictions based on file type.

  • 存储。Storage. "存储 "页上,指定 Office 365 组织中用户的默认 OneDrive 存储限制。On the Storage page, you specify the default OneDrive storage limit for users within your Office 365 organization. 还可以配置保留帐户已删除的用户数据 (最大值为 10 年) 。You can also configure how long to keep data for users whose accounts have been deleted (the maximum value is 10 years).

  • 设备访问。Device Access. 请使用新的 SharePoint 管理中心 中的"访问控制"页,而不是使用此页Instead of using this page, use the Access control page in the new SharePoint admin center.

  • 合规性。Compliance. "合规性"页提供了 Office 365 中适用于 OneDrive 的审核、数据丢失防护 (DLP) 、保留、电子数据展示和警报功能的链接集中列表。The Compliance page provides a centralized list of links to auditing, data loss prevention (DLP), retention, eDiscovery, and alerting capabilities within Office 365 that are applicable to OneDrive. (大多数小型企业不会使用这些选项。) (Most small businesses won't use these options.)

    选择项的链接会重定向到 Office 365 安全与合规中心,在其中可以配置此项。Selecting an item's link redirects you to the Office 365 Security & Compliance Center, where you can configure that item. 你可以从保护某些类型数据的模板创建 DLP 策略,例如社会安全号码、银行信息以及其他财务和医疗内容。You can create DLP policies from templates that protect certain types of data, such as Social Security numbers, banking information, and other financial and medical content. 有关如何在 Office 365 中创建 DLP 策略并将其应用于 OneDrive 的演练,请参阅从模板创建 DLP 策略For a walkthrough of how to create DLP policies in Office 365 and apply them to OneDrive, see Create a DLP policy from a template.

  • 通知。Notifications. 在" 通知 "页面上,定义 OneDrive 所有者应何时接收有关共享或访问其数据的通知。On the Notifications page, you define when OneDrive owners should receive notifications about sharing or accessing their data. 这些设置对于可能没有可以审核此信息的 IT 员工的小型企业非常有用。These settings are helpful for small businesses that likely don't have IT staff who can audit this information. 有关启用这些选项的信息,请参阅打开 OneDrive 的外部共享通知For information about enabling these options, see Turn on external sharing notifications for OneDrive.

获取有关 OneDrive 的帮助Get help with OneDrive

如果需要有关 OneDrive 的帮助,有许多方法可以查找常见问题的解决方案或请求帮助:If you need help with OneDrive, you have many ways to find solutions to common issues or request help:

备注

2021 年期间,Microsoft 将逐个产品从 UserVoice 转移到我们自己的客户反馈解决方案。Microsoft will be moving from UserVoice to our own customer feedback solution on a product-by-product basis during 2021. 了解详细信息Learn more.