使用 [針對教育版團隊原則] 嚮導,輕鬆地將原則套用到安全的學習環境Use the Teams for Education Policy Wizard to easily apply policies for a safe learning environment

概觀Overview

Microsoft [教育版團隊原則] 嚮導簡化了學生與教育機構的管理原則。The Microsoft Teams for Education Policy Wizard simplifies managing policies for your students and educators. 使用它來輕鬆快速地套用與建立安全且富有成效的學習體驗相關的最重要原則集合。Use it to easily and quickly apply the most important set of policies relevant to creating a safe and productive learning experience.

團隊中的原則可讓您控制團隊在您的環境中的運作方式,以及使用者可以使用哪些功能。Policies in Teams let you control how Teams behaves in your environment and what features are available to users. 例如,有一些通話原則、會議原則和訊息原則,可為您命名一些原則,而且每個原則區域都可以進行自訂,以符合貴組織的需求。For example, there are calling policies, meeting policies, and messaging policies, to name a few, and each policy area can be customized to meet your organization's needs.

若要維護安全且具有焦點的學習環境,請務必設定原則,以控制學生可以在團隊進行的作業。To maintain a safe and focused learning environment, it's important to set policies to control what students can do in Teams. 例如,您可以使用原則來控制誰可以使用私人聊天和私人通話、可排程會議的人員,以及可以共用的內容類型。For example, you can use policies to control who can use private chat and private calling, who can schedule meetings, and what content types can be shared. 您也可以使用原則來開啟豐富學習體驗的小組功能。You can also use policies to turn on Teams features that enrich the learning experience.

您必須針對學生與教育版調整原則,以確保學習體驗安全。Policies must be adjusted for both students and educators to keep the learning experience safe. 學生的原則必須受到更嚴格的限制,以減少接收不適當的存取層級的風險。Policies for students need to be more restrictive to reduce their risk of receiving inappropriate levels of access. 教育者與員工需要一組不同的原則,這些原則可讓他們取得成功。Educators and staff need a separate set of policies that can be more permissive to enable them to be successful. 例如,允許教師排程會議,並限制學生不這麼做。For example, allow educators to schedule meetings and restrict students from doing so.

嚮導的螢幕擷取畫面

本文將引導您瞭解如何執行此嚮導。This article walks you through how to run the wizard.

重要

由嚮導所套用的原則將能滿足大多數團隊對於教育客戶的需求。The policies applied by the wizard will satisfy the needs of the majority of Teams for Education customers. 此嚮導會調整全域 (組織範圍內的預設) 定義,其中包含我們建議用來進行學生安全的設定,並將其套用給學生。The wizard adjusts the Global (Org-wide default) definition of a core set of policies with settings that we recommend for student safety and applies it to students. 此嚮導也會建立一組自訂原則給教育者與員工。The wizard also creates and assigns a set of custom policies to educators and staff. 大多數教育客戶的團隊在執行此嚮導之後,不需要使用其他原則指派方法。Most Teams for Education customers won't need to use other policy assignment methods after running this wizard. 只有在您想要手動建立及管理學生、教育者與員工的原則時, 才能 使用其他原則指派方法。Use other policy assignment methods only if you want to manually create and manage policies for your students, educators and staff.

[教育原則] 團隊Teams for Education Policy Wizard

此嚮導會將一組核心原則定義套用到學生和教職員,並將一組核心原則定義套用到教育版與員工,並提供適當的設定。The wizard applies a set of core policy definitions to students and a separate set of core policy definitions to educators and staff, with settings that are appropriate for each. 以下是當您執行此嚮導時會發生的情況。Here's what happens when you run the wizard.

嚮導會根據教育機構類型來設定原則, (主要或次要高等教育) 。The wizard sets up policies based on educational institution type (Primary or Secondary or Higher education). 您選取 [您的機構類型],而嚮導會執行下列動作:You select your institution type, and the wizard does the following:

  • 學生:此嚮導會將嚮導所涵蓋之每個原則區域的全域 (組織範圍的預設) 原則定義調整成適合讓學生保持安全的新預設設定。Students: The wizard adjusts the Global (Org-wide default) policy definition of each policy area covered by the wizard with new default settings that are appropriate to keep your students safe. 這可確保您目前的學生和所有新學生都能取得限制性最強的原則。This ensures that your current students and all new students get the most restrictive set of policies.
  • 教育版與員工:此嚮導會為嚮導所涵蓋的每個原則區域建立一組自訂原則定義,並提供專為教育者與員工需求而量身定制的設定。Educators and staff: The wizard creates a set of custom policy definitions for each policy area covered by the wizard with settings tailored to the needs of educators and staff. 接著,它會將原則定義指派給您所選擇的一組教師和員工。Then, it assigns the policy definitions to the group of educators and staff that you choose. 如此一來,您的教育者與員工就會取得一組更擁有的原則,讓他們能夠成功完成。In this way, your educators and staff get a more permissive set of policies to enable them to be successful.

您只需要執行一次嚮導。You only need to run the wizard one time. 新的學生會自動取得由嚮導套用的全域 (組織範圍預設) 原則定義,而您新增至您所選群組的新員工會自動指派自訂原則。New students automatically get the Global (Org-wide default) policy definitions applied by the wizard and new staff that you add to the group you selected are automatically assigned the custom policies.

注意

請參閱 嚮導所 套用的原則,以取得嚮導所套用原則定義的詳細清單。See Policies applied by the wizard for a detailed list of policy definitions applied by the wizard.

現在,讓我們開始吧!Now, let's get started!

執行嚮導Run the wizard

請依照下列步驟執行此嚮導。Follow these steps to run the wizard.

  1. 如果您是團隊新手,嚮導會自動啟動。If you're new to Teams, the wizard automatically starts. 或者,您可以隨時從儀表板啟動嚮導。Otherwise, you can start the wizard any time from the dashboard. 在 Microsoft 團隊系統管理中心的左導覽中,移至 [ 儀表板],然後在 [安全學習環境] 方塊的 [ 簡易原則設定 ] 中,選取 [ 快速設定]。In the left navigation of the Microsoft Teams admin center, go to Dashboard, and then in the Easy policy setup for a safe learning environment tile, select Quick setup.

    儀表板中的嚮導螢幕擷取畫面

  2. 選取您的教育機構類型, (主要或次要高等教育) ,然後選取 [下一步]Select your educational institution type (Primary or Secondary or Higher education), and then select Next.

    嚮導中要選取機構類型之頁面的螢幕擷取畫面

  3. 搜尋並選取包含您的教師與員工的群組,然後選取 [下一步]Search for and select a group that contains your educators and staff, and then select Next. 如果您還沒有為教師與員工設定任何群組,請 建立群組,然後重新執行嚮導。If you don’t have any groups set up yet for your educators and staff, create a group, and then re-run the wizard.

    目前您只能選取一個群組。Currently, you can only select one group. 您所選取的群組中的教育者與員工將會獲指派 一組自訂原則 ,為其需求量身定制。Educators and staff in the group you select will be assigned a set of custom policies tailored to their needs. 請記住,這組原則與學生所套用的原則不同。Remember that this set of policies is separate from the policies applied to students.

    在嚮導中選取 [教師和教職員工] 群組的螢幕擷取畫面

  4. 檢查您的選擇。Review your selections.

    在嚮導中查看選取範圍的頁面螢幕擷取畫面

  5. 選取 [套用] 以套用 您的變更Select Apply to apply your changes. 這可能需要幾分鐘的時間才能完成。This may take a few minutes to complete.

    全域 (組織範圍的預設) 原則定義會立即套用給學生。The Global (Org-wide default) policy definitions are immediately applied to students. 針對您的教育者與員工,根據群組的大小,將自訂原則指派給您所選群組的每個成員可能需要幾個小時的時間。For your educators and staff, it could take few hours for the custom policies to be assigned to each member of the group you selected, depending on the size of the group. 當您成功完成這個步驟之後,就會發生這種情況。This happens in the background, after you successfully complete this step.

  6. 您已經掌握了,但尚未完成!You're on your way but you're not done yet! 還有幾個需要考慮的事項。There's a few more things to consider. 接下來,請參閱本文 [執行嚮導之後該做什麼] 區段中的步驟。Next, check out the steps in the What to do after running the wizard section of this article.

    在嚮導中針對後續步驟顯示頁面的螢幕擷取畫面

執行嚮導之後的處理方式What to do after running the wizard

步驟1:移除與嚮導所套用原則發生衝突的現有原則指派Step 1: Remove existing policy assignments that conflict with policies applied by the wizard

重要

只有在您執行此嚮導 之前 ,已有指派給學生或教育版與員工的策略,才能完成此步驟Complete this step only if you have existing policies assigned to students or educators and staff before you ran the wizard. 如果您是團隊新手,而且沒有嚮導所建立之原則以外的任何現有原則,請略過此步驟,然後移至步驟2。If you're new to Teams and don't have any existing policies other than the policies created by the wizard, skip this and go to step 2.

在團隊中,對於特定原則區域,原則可以透過下列方式套用至使用者:In Teams, for a given policy area, a policy can be applied to a user in the following ways:

  • 直接指派給使用者Direct assignment to the user
  • 指派給使用者所屬的群組Assignment to a group the user is a member of
  • 如果使用者未直接指派原則,或是不是指派了原則的任何群組的成員,使用者會自動取得全域 (組織範圍的預設) 原則If the user isn't directly assigned a policy or isn't a member of any group that's assigned a policy, the user automatically gets the Global (Org-wide default) policy

如果使用者有多個原則指派,則團隊會使用下列順序來判斷哪個原則指派生效。If more than one of these policy assignments exist for a user, Teams uses the following order to determine which policy assignment takes effect. 如需詳細資訊,請參閱 哪個原則優先? 以及 優先順序規則For more info, see Which policy takes precedence? and Precedence rules.

使用者的原則指派Policy assignments of a user 生效的原則Policy that takes effect
指派給群組的原則:否Policy assigned to group: No
已將原則直接指派給使用者:否Policy assigned directly to user: No
全域 (組織內) 預設原則Global (Org-wide) default policy
指派給群組的原則:否Policy assigned to group: No
已將原則直接指派給使用者:是Policy assigned directly to user: Yes
直接指派給使用者的原則Policy assigned directly to user
指派給群組的原則:是Policy assigned to group: Yes
已將原則直接指派給使用者:是Policy assigned directly to user: Yes
直接指派給使用者的原則Policy assigned directly to user
指派給群組的原則:是Policy assigned to group: Yes
已將原則直接指派給使用者:否Policy assigned directly to user: No
指派給群組的原則Policy assigned to group

如果使用者是多個群組的成員,且每個群組都指派了相同原則區域的原則,則具有最高 群組指派排名 的原則會生效。If the user is a member of multiple groups and each group is assigned a policy of the same policy area, the policy that has the highest group assignment ranking takes effect.

因此,如果使用者已擁有直接作業或群組指派,由嚮導所建立的原則就不會生效。Because of this order, the policies created by the wizard won't take effect if a user has existing direct assignments or group assignments. 這表示您必須移除使用者現有的原則指派,才能讓嚮導所套用的原則生效。This means that you'll have to remove the existing policy assignments from the user so the policy applied by the wizard takes effect.

針對嚮導套用的每個 原則區域,執行下列動作:For each policy area applied by the wizard, do the following:

  • 從學生中移除所有現有的直接作業與群組指派,讓嚮導套用的全域 (組織範圍預設) 原則定義生效。Remove all existing direct assignments and group assignments from your students so that the Global (Org-wide default) policy definition applied by the wizard takes effect.
  • 移除教師與員工的任何衝突直接作業,讓嚮導所建立的自訂原則定義生效。Remove any conflicting direct assignments for your educators and staff so that the custom policy definition created by the wizard takes effect. 使用上表來決定適用于您的案例。Use the above table to determine the scenarios that apply to you.

    請記住,此嚮導會將原則指派給您的教師和教職員工群組,並使用 群組指派等級 1,即最高排名。Keep in mind that the wizard assigns policies to your educators and staff group using a group assignment ranking of 1, which is the highest ranking. 如果您的教育版和教職員群組已有指派相同原則區域的現有原則,該現有原則會移到較低的排名,而由嚮導指派的原則則會生效。If your educators and staff group has an existing policy of the same policy area assigned to it, that existing policy is moved to a lower ranking and the policy assigned by the wizard takes effect.

深入瞭解 如何移除直接指派給使用者的原則。Learn more about how to remove policies that are directly assigned to users.

例如,您會將會議原則直接指派給教育版,且您的學生擁有全域 (組織範圍的預設) 會議原則。For example, you assigned a meeting policy directly to educators and your students have the Global (Org-wide default) meeting policy. 在這種情況下,請移除您直接指派給教育者的會議原則,讓嚮導所建立之會議原則的自訂原則定義將會生效。In this scenario, remove the meeting policy that you directly assigned to educators so that the custom policy definition for the meeting policy created by the wizard will take effect. 您不需要針對學生的現有全域 (組織範圍預設) 會議原則執行任何動作,因為任何其他會議原則都沒有與它衝突。You don't have to do anything with the existing Global (Org-wide default) meeting policy for students because no other meeting policies conflict with it.

步驟2:檢查您是否可以採取學生安全的其他措施Step 2: Check for additional measures that you can take for student safety

嚮導會自動調整並套用 這些原則The wizard automatically adjusts and applies these policies. 還有幾個額外的措施,您可能想要根據機構的需求來保持安全。There are few additional measures, which you may want to take based on the needs of your institution to stay safe.

請參閱 讓學生保持安全,同時使用團隊進行距離學習 以取得其他安全建議。See Keeping students safe while using Teams for distance learning for additional safety recommendations.

步驟3:檢查訊息中心的原則更新Step 3: Check Message Center for policy updates

目前,嚮導在您執行時,會套用我們建議的原則。Currently, the wizard applies our recommended policies when you run it. 重要的是,請務必瞭解,在小組中提供新的原則時,系統不會自動新增學生安全的全域 (組織範圍預設) 設定。It's important to know that as new policies become available in Teams, the Global (Org-wide default) settings for student safety aren't automatically added by the wizard. 此功能將于未來版本中提供。This capability will be available in a future release.

在這項功能推出前,請檢查 Microsoft 365 系統) 管理中心的 訊息中心 (,以及時掌握團隊中新原則和原則設定的最新資訊。Until this capability is available, check Message Center (in the Microsoft 365 admin center) frequently to stay up to date on new policies and policy settings in Teams. 隨著新功能的推出,您可能必須手動更新原則,才能確保您的學習環境安全。As new features become available, you may have to manually update your policies to keep your learning environment safe.

在嚮導中進行變更Make changes in the wizard

如果您在執行嚮導後需要進行變更,您可以重新執行,然後變更您的選取範圍。If you need to make changes after you run the wizard, you can re-run it and change your selections.

  1. 在 Microsoft 團隊系統管理中心的左導覽中,移至 [ 儀表板],然後在 [安全學習環境] 方塊的 [ 簡易原則設定 ] 中,選取 [ 變更]。In the left navigation of the Microsoft Teams admin center, go to Dashboard, and then in the Easy policy setup for a safe learning environment tile, select Change.
  2. 在這裡,繼續進行嚮導的每一頁進行變更。From here, continue through each page of the wizard to make your changes. 您可以變更您的機構類型、您要指派原則的教師與員工群組,或兩者。You can change your institution type, the group of educators and staff to which you want to assign policies, or both.

下表摘要列出當您在嚮導中進行變更時,會發生什麼情況。The following table summarizes what happens when you make a change in the wizard.

變更類型Type of change 原則行為Policy behavior
變更教育機構類型和教學人員群組Change both the educational institution type and the educators and staff group
  • 學生:根據新的教育機構類型,全域 (組織範圍的預設) 原則定義會套用給學生。Students: The Global (Org-wide default) policy definitions based on the new educational institution type are applied to students.
  • 教育者與員工:建立一組根據新的教育機構類型建立的自訂原則定義,並指派給新的「教職員及教職員」群組。Educators and staff: A set of custom policy definitions based on the new educational institution type is created and assigned to the new educator and staff group. 先前的自訂原則定義已從先前的 [教育版] 和 [教職員] 群組中移除。The previous custom policy definitions are removed from the previous educators and staff group.
只變更教育機構類型Change only the educational institution type
  • 學生:根據新的教育機構類型,全域 (組織範圍的預設) 原則定義會套用給學生。Students: The Global (Org-wide default) policy definitions based on the new educational institution type are applied to students.
  • 教育者與員工:建立一組根據新的教育機構類型建立的自訂原則定義,並指派給「教育人員與教職員」群組。Educators and staff: A set of custom policy definitions based on the new educational institution type is created and assigned to the educators and staff group. 針對先前的教育機構類型所建立的自訂原則定義,會從 [教育版和教職員] 群組中移除。The custom policy definitions created for the previous educational institution type are removed from the educators and staff group.
只變更 [教育版] 和 [教職員工] 群組Change only the educators and staff group
  • 學生:不會變更已套用至學生的全域 (組織範圍預設) 原則定義。Students: No change to the Global (Org-wide default) policy definitions applied to students.
  • 教育者與員工:自訂的原則定義會指派給新的「教育版」和「教職員」群組,並從先前的 [教育人員] 群組中移除。Educators and staff: The custom policy definitions are assigned to the new educators and staff group and removed from the previous educators and staff group.

嚮導套用的原則Policies applied by the wizard

原則區域Policy areas

以下是由嚮導所涵蓋的原則區域及對應的原則名稱。Here's the policy areas and corresponding policy names covered by the wizard. 若要尋找這些原則,請移至 Microsoft 團隊系統管理中心,然後在左側導覽中,移至每個原則區域頁面。To find these policies, go to the Microsoft Teams admin center, and then in the left navigation, go to each policy area page.

原則區域Policy area 主要或次要原則名稱Primary or Secondary policy name 較高的教育原則名稱Higher education policy name
Teams 原則Teams policy 全域 (組織範圍的預設) Global (Org-wide default) 全域 (組織範圍的預設) Global (Org-wide default)
會議原則Meeting policy 全域 (組織範圍的預設) Global (Org-wide default) 全域 (組織範圍的預設) Global (Org-wide default)
即時活動原則Live events policy 全域 (組織範圍的預設) Global (Org-wide default) 全域 (組織範圍的預設) Global (Org-wide default)
App 設定原則App setup policy 全域 (組織範圍的預設) Global (Org-wide default) 全域 (組織範圍的預設) Global (Org-wide default)
App 許可權原則App permission policy 全域 (組織範圍的預設) Global (Org-wide default) 全域 (組織範圍的預設) Global (Org-wide default)
訊息原則Messaging policy 全域 (組織範圍的預設) Global (Org-wide default) 全域 (組織範圍的預設) Global (Org-wide default)
通話原則Calling policy 全域 (組織範圍的預設) Global (Org-wide default) 全域 (組織範圍的預設) Global (Org-wide default)

原則設定Policy settings

以下摘要說明每個原則區域的嚮導所套用的設定。Here's a summary of the settings applied by the wizard for each policy area.

以下是由嚮導調整並套用至學生的全域 (組織範圍預設) 原則定義的清單。Here's a list of the Global (Org-wide default) policy definitions adjusted by the wizard and applied to students.

原則區域Policy area 子領域Sub-area 原則設定Policy setting 主要或次要Primary or Secondary 高等教育Higher education
Teams 原則Teams policy 建立私人頻道Create private channels Off On
會議原則Meetings policy 一般General 允許頻道中的 [立即開會]Allow Meet now in channels Off On
允許 Outlook 增益集Allow the Outlook add-in Off On
允許頻道會議排程Allow channel meeting scheduling Off On
允許排程私人會議Allow scheduling private meetings Off On
音訊 & 影片Audio & video 允許進行文字Allow transcription On On
允許雲端錄製Allow cloud recording Off On
[IP 音訊] 模式Mode for IP audio 已啟用輸出和傳入音訊Outgoing and incoming audio enabled 已啟用輸出和傳入音訊Outgoing and incoming audio enabled
[IP 影片] 模式Mode for IP video 已啟用外寄及內送影片Outgoing and incoming video enabled 已啟用外寄及內送影片Outgoing and incoming video enabled
允許 IP 視訊Allow IP video On On
允許 NDI 串流Allow NDI streaming Off Off
媒體位元速率 (Kbs) Media bit rate (Kbs) 5000050,000 5000050,000
內容共用Content sharing 螢幕畫面分享模式Screen sharing mode 整個畫面Entire screen 整個畫面Entire screen
允許參與者授與要求控制Allow a participant to give or request control On On
允許外部參與者授與或要求控制Allow an external participant to give or request control On On
允許 PowerPoint 共用Allow PowerPoint sharing On On
允許白板Allow whiteboard On On
允許共用筆記Allow shared notes On On
參與者 & 來賓Participants & guests 讓匿名人員開始會議Let anonymous people start a meeting Off On
在會議中有簡報者權力的角色Roles that have presenter rights in meetings EveryoneUserOverrideEveryoneUserOverride EveryoneUserOverrideEveryoneUserOverride
自動承認人員Automatically admit people EveryoneInCompanyEveryoneInCompany EveryoneInCompanyEveryoneInCompany
允許撥入使用者略過大廳Allow dial-in users to bypass the lobby Off Off
在私人會議中允許立即開會Allow Meet now in private meetings Off On
啟用即時標題Enable live captions 已停用,但使用者可以覆寫Disabled but user can override 已停用,但使用者可以覆寫Disabled but user can override
允許在會議中聊天Allow chat in meetings On On
即時活動原則Live events policy 允許排程Allow scheduling Off Off
允許出席者的謄寫Allow transcription for attendees On On
誰可加入已排程的即時活動Who can join scheduled live events 組織中的所有人Everyone in organization 組織中的所有人Everyone in organization
誰可以記錄事件Who can record an event 總會Always 總會Always
訊息原則Messaging policy 擁有者可以刪除已傳送的郵件Owners can delete sent messages Off On
刪除已傳送的訊息Delete sent messages Off On
編輯已傳送的訊息Edit sent messages Off On
讀信回條Read receipts 使用者控制User controlled 使用者控制User controlled
聊天Chat Off On
在交談中使用 GiphyUse Giphys in conversations Off On
Giphy 內容評等Giphy content rating 嚴謹Strict 嚴謹Strict
在交談中使用 MemeUse Memes in conversations On On
在交談中使用不乾膠標籤Use Stickers in conversations On On
允許 URL 預覽Allow URL previews On On
翻譯郵件Translate messages On On
允許沉浸式閱讀程式查看郵件Allow immersive reader for viewing messages On On
使用優先順序通知傳送緊急郵件Send urgent messages using priority notifications Off On
建立語音訊息Create voice messages 在聊天和頻道中允許Allowed in chats and channels 在聊天和頻道中允許Allowed in chats and channels
在行動裝置上,顯示最近聊天上的最愛頻道On mobile devices, display favorite channels above recent chats Enabled Enabled
從群組聊天中移除使用者Remove users from group chats Off On
App 許可權原則App permission policy Microsoft 應用程式Microsoft apps 封鎖特定應用程式,並允許所有其他人 > Walkie Talkie 封鎖Block specific apps and allow all others > Walkie Talkie blocked 允許所有 appAllow all apps
協力廠商應用程式Third-party apps 允許所有 appAllow all apps 允許所有 appAllow all apps
自訂應用程式Custom apps 允許所有 appAllow all apps 允許所有 appAllow all apps
App 設定原則App setup policy 上傳自訂應用程式Upload custom apps Off Off
允許使用者釘選Allow user pinning On On
已安裝的應用程式Installed apps None None
釘選 appPinned apps 活動、行事曆、團隊Activity, Calendar, Teams 活動、聊天、團隊、行事曆、通話、檔案Activity, Chats, Teams, Calendar, Calling, File
通話原則Calling policy 可進行私人通話Make private calls Off On
來電轉接及同時撥打給組織中的人員Call forwarding and simultaneous ringing to people in your organization Off On
來電轉接及同時撥打至外部電話號碼Call forwarding and simultaneous ringing to external phone numbers Off On
可傳送來電的語音信箱Voicemail is available for routing inbound calls 使用者控制User controlled 使用者控制User controlled
輸入通話可以傳送給通話群組Inbound calls can be routed to call groups Off On
允許委派撥入和撥出通話Allow delegation for inbound and outbound calls Off On
透過 PSTN 避免付費旁路並傳送來電Prevent toll bypass and send calls through the PSTN Off Off
通話中的忙閑功能可供使用Busy on busy is available when in a call Off Off
允許網路 PSTN 通話Allow web PSTN calling Off On