Provision the SharePoint Success Site

Start the SharePoint Success Site provisioning process by understanding the prerequisites. We recommend provisioning the SharePoint Success Site from the Microsoft 365 learning pathways administration page by following the instructions in this article. Global Administrator (sometimes called tenant administrator) credentials are required to start the provisioning process for the SharePoint Success Site.

Before getting started, watch the provisioning instructional video, follow all steps in the process, and make sure you've met the requirements for provisioning.

Meet the requirements

Before provisioning the SharePoint Success Site, meet the requirements for both the person provisioning and the tenant. Your tenant's configuration determines what path you need to take to install the SharePoint Success Site. Start by reviewing the SharePoint Success Site requirements below to prepare your tenant.

Admin role requirements	+	Tenant requirements	=	Ready to provision

Admin requirements

The person doing the provisioning must be a Global Administrator (sometimes called a tenant admin) where the SharePoint Success Site is provisioned and must also be a site admin for the App Catalog.

Global Administrator role	+	Admin of the App Catalog	=	Admin role requirements met

Are you a Global Administrator?

• Yes - Next, confirm your tenant has already enabled the App Catalog.
• No - Partner with your global admin to get the site provisioned. Learn more about admin roles.

If you aren't sure, you can confirm your role by signing in to office.com. If you're a Global Administrator, you see an Admin center app icon in the app launcher next to your Microsoft 365 apps.

Are you a site administrator for the App Catalog?

• Yes - Next, confirm your tenant has Microsoft 365 learning pathways provisioned.
• No - Next, ask your Global Administrator to add you as an App Catalog administrator.

Tenant requirements

The tenant where the site is provisioned must have the App Catalog installed and have the latest version of Microsoft 365 learning pathways installed. Your tenant must have version 4.0 or higher of Microsoft 365 learning pathways.

App Catalog installed	+	Microsoft 365 learning pathways 4.0 or higher installed	=	Tenant requirements met

Use this decision tree to determine your tenant's path to meeting the tenant requirements.

Ready to get started provisioning? Review the provisioning instructions.

Does your tenant have the App Catalog installed?

• Yes - Next, confirm you're an administrator of the App Catalog.
• No - Next, enable the App Catalog (this takes about 30 minutes).

If you're unsure, navigate to the SharePoint admin center, then select Sites > Active sites. The App Catalog appears in the list of sites.

Important

If you need to create a App Catalog, wait at least 30 minutes after creating before provisioning Microsoft 365 learning pathways and the SharePoint Success Site.

Does your tenant have Microsoft 365 learning pathways provisioned?

• Yes - Next, confirm you're using version 4.0 or higher.
• No - Provision Microsoft 365 learning pathways for the first time.

If you're unsure, navigate to the SharePoint admin center, then select Sites > Active sites. Microsoft 365 learning pathways appear in the list of sites.

Is your tenant's version of learning pathways version 4.0 or higher?

• Yes - You're ready to provision the SharePoint Success Site.
• No - Update to version 4.0 or higher and then provision the SharePoint Success Site from the Microsoft 365 learning pathways administration page.

If you're unsure, navigate to your tenant's Microsoft 365 learning pathways administration page and select the ellipses (...)

Then, select About web part to confirm the current version.

If you need to, update Microsoft 365 learning pathways from version 3.0 to version 4.0 or higher

Important

The person updating Microsoft 365 learning pathways must be a site administrator for the App Catalog. If the person provisioning Microsoft 365 learning pathways isn't a site administrator for the App Catalog, add an administrator to the App Catalog and continue.

In this step, you upload the Microsoft 365 learning pathways 4.0 web part to the App Catalog, and then navigate to the Microsoft 365 learning pathways Administration page to start the update process.

Upload the web part package:

1. Go to the GitHub custom learning repository, and then download customlearning.sppkg to a local drive on your PC.
2. If you're not already signed in, sign into your tenant with a Global Administrator credentials.
3. Select Admin > Show All > SharePoint > More Features.
4. Under Apps, select Open.
5. Select App Catalog > Distribute Apps for SharePoint.
6. Select Upload > Choose Files.
7. Select the customlearning.sppkg file you downloaded, then select OK > Deploy.
8. From the Learning Pathways site, select Learning pathways administration from the Home menu.
9. You see a prompt asking if you want to update, then select Start.
10. When the update is complete, select Close.

Provision the SharePoint Success Site

Once you've confirmed the following, you're ready to provision:

• You're signed in as a Global Administrator.
• Your tenant has the App Catalog enabled.
• You're a site administrator for the App Catalog.
• Your tenant has version 4.0 or higher of Microsoft 365 learning pathways provisioned.

We recommend that you install the SharePoint Success Site by using the following steps. As an alternative, you can install the SharePoint Success Site from the look book, just make sure you follow all instructions. Before getting started, watch the provisioning instructions video.

Provision the SharePoint Success Site to your tenant from the Learning pathways administrative page

1. Navigate to office.com or your organization's sign-in location.

2. Sign in with your username and password.

3. Navigate to the location of the site using the URL supplied by your SharePoint Administrator or select SharePoint from the Microsoft 365 home page, and then select the Microsoft 365 learning pathways site.

4. From the learning pathways Home menu, select Learning Pathways Administration.

   

5. Select the ellipses (...) and then select Add Content Pack.

   

6. Select SharePoint Success Site to open the SharePoint Success Site provisioning page.

7. Select Add to your tenant.

8. Fill out the email address and URL details and then select Provision.

9. Select Complete.

10. When you see Provisioning completed on the provisioning page, you see a new tab appear in your browser called CustomLearningAdmin. Select the CustomLearningAdmin tab as shown in the following image:

    

11. Then, select Complete as shown in the following image to complete the provisioning process:

    

    Important

    Make sure to select Complete to complete the provisioning process.

12. To confirm the SharePoint Success Site has been successfully provisioned, go to the SharePoint site you provisioned, select Get Started > Plan your site. You should see the web part on the page as shown in the following image:

    

Add Site owners

Assign a few Site owners to grant administrative privileges to customize the site and training content. In order to hide, show, or enable playlists, users need Site owner or Site member permissions to the Microsoft 365 learning pathways site. In order to edit the look, navigation, and site content, users need Site owner or Site member permissions to the SharePoint Success Site.

Add Site owners or members to both sites:

1. From the site select Settings, then select Site permissions.
2. Select Advanced Permission Settings.
3. Select Site owners or Site members
4. Select New > Add users to this group, and then add the people you want to be Site owners or Site members.
5. Include a link to Explore the site in the sharing message, and then select Share.

Next steps - customize the SharePoint Success Site

Share the URLs for the Microsoft 365 learning pathways administration site and the SharePoint Success site with the Site owners and members who are responsible for customizing the site. Then, customize Microsoft 365 learning pathways playlist content and the look and feel of your SharePoint Success Site to meet the needs of your organization.

Site provisioning help

• Reference troubleshooting for provisioning help
• See Microsoft 365 learning pathways FAQs
• Share your feedback with us

Frequently asked questions

Question: What are the requirements for installing the SharePoint Success Site into my tenant environment?

Answer:

• Ensure SharePoint Online is enabled in your environment.
• The individual that provisions the SharePoint Success Site must be the Global Administrator of the target tenant for install.
• The tenant where the site is provisioned must have:
  • The App Catalog installed
  • Version 4.0 or higher of Microsoft 365 learning pathways installed

Question: Can I provision the site from the look book?

Answer: Yes, follow the guidance on how to provision from the look book.

Question: Who has permission to provision the SharePoint Success Site?

Answer: A Global Administrator.

Question: I have installed the SharePoint Success Site successfully, but I'm not able to get the Success Site content from the Microsoft 365 learning pathways web part loaded on my site. What should I do?

Answer:

It's likely that the content pack hasn't been fully installed. You must return to the CustomLearningAdmin page that will appear when site provisioning is done to complete the installation. Confirm you have followed steps 10 through 12 above. Review the provisioning video for more detail.

Question: Who has permission to customize the site template?

Answer: The Global Administrator or a site owner.

Question: Who can create custom playlists and hide or show content in Microsoft 365 learning pathways?

Answer: A site collection administrator or site owner of Microsoft 365 learning pathways.

Question: Who has permissions to use the SharePoint Success Site as a user?

Answer: Any user or guest who has SharePoint site visitor permissions or higher.