Task 01: Create a SharePoint site and document library

In this exercise you’ll create a SharePoint site and configure a SharePoint document library. Later in the lab you’ll use the document library as a knowledge source for your Copilot Studio agent, providing a foundation for the generative answers actions in your custom topics.

Key steps

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01: Create a SharePoint site

1. Open a new browser tab, and go to lodsprodmslearnmca.sharepoint.com/_layouts/15/sharepoint.aspx.

2. If prompted, sign in by using the following credentials:

   Item	Value
   Username	@lab.CloudPortalCredential(User1).Username
   Temporary Access Pass (TAP) token	@lab.CloudPortalCredential(User1).AccessToken

3. On the command bar, select Create site.

   

4. In the Create a site: Select the site type dialog, select Communication site.

   

5. In the Select a Template dialog, select Standard communication.

   

6. In the Preview and use… dialog, select Use template.

7. In the Give your site a name dialog, enter the following details and then select Next.

   Item	Value
   Site name	Zava-Retail-Data
   Site description	The central hub for company resources, documents, and operational information accessible to all employees.
   Site address suffix	Zava-Retail-Data@lab.LabInstance.Id

   The names of all resources that you create end with an eight-digit number. This number is the unique identifier for your lab instance.

   The lab instance number in the screenshots will not match your lab instance number. The numbers from the screenshots represent the lab instance number in use when youcaptured screenshots.

8. Select Create site.

   

   It may take a couple of minutes for the site to be created.

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02: Upload documents to the document library

1. On the command bar for the site, select Documents.

   

2. On the Documents page, on the command bar, select + Create or upload and then select Folder upload.

   

3. Go to F:\LabFiles, and then select Upload.

   

4. Wait until the confirmation dialog is displayed.

   

5. In the document library, select LabFiles. The two folders should now be visible.

   

6. Open the Zava-Core-Functions folder. This will allow you to view the files you previously uploaded.

   Folder	Contents
   cashiers	Point-of-sale operations data
   customers_loyalty	Rewards program membership data
   marketing	Campaigns and promotional assets
   rd	Research and development data
   returnitems	Product return workflows
   taxt_rule	Tax configuration information and rule sets
   zavavision	Analytics and visualization tools

7. Navigate back to the LabFiles directory and open the Zava-Sales-Transaction folder to examine the files you uploaded.

   Folder	Contents
   Zava-Sales-Transactions	Central repository for all sales, operations, and analytics data