SharePoint – Page 2 – SYNK Ventures

January 21, 2017 KS PowerShell, SharePoint

PowerShell to update an item in SharePoint List #SharePoint #PowerShell

If you are working in support you might get tickets to update a particular item as users are not able to update some columns as it’s locked due to some workflow or checks in forms´customization. The user in workflow is on leave or currently not available so as support you can do it from back via PowerShell.

It can be done via some simple PowerShell commands as below

$web = Get-SPWeb “Put site URL here”

$list = $web.Lists[“ListName”]

$item = $list.GetItemByID(46)

$item[“Status”] = “Approved”

$item.update()

So in above example first we create reference to the web we are going to work upon, then refer to list on which you are going to work upon.

Next step is to get a specific item by using ID and we are using GetItemByID function. As an example we have used item id 46, you need to replace this with your ID.

Next is to update a particular column value, here “Status” is a column name, which is being updated with new value “Approved”.

Last step “update” function is important else value will not be updated.

January 11, 2017March 27, 2017 KS SharePoint, SharePoint Online

Backup and restore strategy for SharePoint Online#SharePoint #Office365

SharePoint on-premise Backup and Restore is a big topic of its own but in SharePoint online you don’t have such options. On-prem version you could use PowerShell to do perform nightly jobs to take Backup or you can take SQL backups which can be used to restore later.

Nothing like this is possible in SharePoint Online, because you don’t have servers and there are no PowerShell commands to take back up or export a site , list or library.

So question is how we safeguard ourselves with scenarios which can happen and might have happened in on-prem.

User claims a file has been deleted as he / she can’t find it
User deletes a file and realizes after long time that he / she needs it back
Lot of permission settings have been changed and mistakes have been done, so how to see what it was like 1 day before so that same can be replicated again

Well what are the options with us

Enable version history: Although it does not solve your backup and restore concerns but it can be helpful is certain scenarios such as user updated the document wrongly if version history is not enabled you end up losing earlier version. Of course you can ask Microsoft for a restore which they keep for 14 days but note that it is not a granular restore which means whole site collection is restored and you might have duplicates
Use Recycle Bin: To lot of extent this solves a lot of worries of Backup and Restore. Each file, item , list or library, site deleted will be stored in Recycle Bin for 90 days. You can always restore your own files for 90 days and if deleted from own recycle bin it will be stored in site collection recycle bin. Also we have second stage recycle bin which can be accessed by site administrators. If a site collection is deleted then it can be restored within 30 days as it depends your Office 365 storage.
Request Microsoft for a restore: Microsoft keeps 14 days backup and it can be restored by making a request to Microsoft. So if you do the math if a file was deleted 105 days back it can still be restored as you can go 14 days back with backup and considering that deleted file might be in Recycle bin so you can restore it from there. But this is not very ideal as you will have duplication of data and it can be only done on site collection level and both old and new files will be presented to user.

So what are other alternatives, you can go for some third-party tools which are available in market, they allow you to take backups, do granular restores much like you were doing in on-premise SharePoint but of course it drives cost due to licenses and storage costs in Azure or some other services or cheap in house storages.

Another thing I can think of is taking backup on your own and storing it in some cheap storage locally / in-house. I have not built any solution like this but it can be done as below

You already have Recycle bin and Microsoft 14 days backup which can save you in most of the scenarios
But what if there are some business critical data which you want to safeguard beyond what you are getting and you don’t want to spend more money on third party tools etc.
You can write a script using REST API which download data for business critical sites and stores locally. Download list data to excel. REST API supports downloading of data which can easily structured as backup if the script is written that ways. Frequency can be once a week so we have some extra cushion or daily depending on how long it takes to run, you can run parallel or multi threaded scripts to execute parallel.

If you like the idea of REST API let me know I can help you provide a solution based on that. Leave a comment and we can take it from there.

In case you need more help on this or other SharePoint issues please contact us via our Contact Us page or via our Facebook page or via Twitter

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January 4, 2017March 27, 2017 KS Office 365, SharePoint, SharePoint Online

Hybrid Architecture Office 365 (SharePoint Online) and SharePoint 2016 On premise #SharePoint2016 #SharePoint #Office365

Best thing which has happened during the introduction of SharePoint 2016 is that Microsoft is convinced that Hybrid Architecture is the way forward for bigger organizations and all the data cannot be moved to cloud. At least this is the current reality with lot of companies but such fast changing technologies you never know what’s the future

In this post we will review architecture of SharePoint 2016 on-premise and Office 365 (SharePoint Online). Here we are assuming that you already have a SharePoint On-premise set up and you will add SharePoint Online.

Basic architecture looks like below

hybridarchitecture

Image source Download

To start with you need an Office 365 license and Azure subscription as well. To start with we need to set up server to server trust and certificates like STS.

We need Active Directory Federation Services (AD FS) which is used to share information securely and seamlessly. SSO (Single Sign on) is also facilitated via this and also makes sure that there no duplication of accounts.

Azure active directory tenant is used to authenticate to Office 365. It’s quiet powerful with variety of features like identity management, multifactor authentication etc. Since authentication occurs via Azure active directory we will have copy of all user account of organization in this as well but we will use Azure Active Directory connect for directory synchronization so that for end-user it looks like only one account.

More about Azure Active Directory Connect can be read here Azure Active Directory Connect

Azure Access control services is used to provide users authentication and authorization to web application and services. You can read more here Azure Access Control Service

There are multiple steps to do the complete set up, if you need very detailed steps I will recommend below online books from Microsoft press store

Planning and Preparing for SharePoint Hybrid

Configuring SharePoint Hybrid capabilities

Once the set up is done your users will experience various benefits, but you need to be sure what you are getting into and be clear about it

Integrated search: You get integrated search so you can search in both SharePoint Online and SharePoint 2016 on-premise. Everything will be indexed in SharePoint online. Note that since index is stored in SharePoint some customers need to be wary of it they might not want part of secret data also in cloud. How to do set up can read here Configure Cloud Hybrid Search
Unified user profile where users can see both on-premise and SharePoint online followed sites together
Other services like Delve, Video and App launched will now be available on SharePoint on-premise as well
You can redirect users to SharePoint Online OneDrive for Business from SharePoint 2016 on-premise OneDrive. Before you do this make sure that all documents are migrated as it’s only a redirect. Steps to redirect are very simple and can be used read here How to redirect users to Office 365 for OneDrive for Business . Best way to migrate data is to write a tool for migration, there are various way to implement this but best is that you can access OneDrive for Business using SharePoint APIs which you might be familiar with else you have to register an App for OneDrive for Business to access data / folders programatically. I am assuming you already know how to access OneDrive in SharePoint on-premise programatically.

To access OneDrive for business SharePoint online via REST API you can below url

https://O365DomainHere-my.sharepoint.com/personal/ UserName_O365DomainHere_onmicrosoft_com/_api/web/GetFolderByServerRelativeUrl(‘/personal/UserName_O365DomainHere_onmicrosoft_com/Documents’)/folders/

You can read about data operations here REST API Data Operations SharePoint

So this is a basic overview of Hybrid architecture and also my take on the things you need to consider, if you have further questions just leave a comment

In case you need more help on this or other SharePoint issues please contact us via our Contact Us page or via our Facebook page or via Twitter

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January 2, 2017 KS Office 365, SharePoint, SharePoint 2013 to Office 365

SharePoint 2013 migration to Office 365 step by step – Data Migration #SharePoint #Office365

After building the strategy and planning for it, next step is Data Migration from SharePoint 2013 to Office 365. We are going to look into native import / data migration service provided in Office 365, you need to be an Office 365 Administrator or at least have someone to help with initial set up.

Before we start actual migration we need to do some set up. Login to Office 365 and go to menu Users –> Migration.

datamigration

Once there scroll to see Onboarding and migration guidance, click on SharePoint and new window will open.

onboardingmeny

This will guide to Onboard you and create migration jobs, I am just capturing relevant steps here

onboardingsteos

Step 1 is just some text about SharePoint online

Step 2 is very important as you need to define what kind of deployment you will have, in our case we will select on premise to cloud.

oboarding-step-2

Step 3 explains PowerShell option we have selected On-premise to cloud migration

Step 4 is to prepare for PowerShell, first it download and install SharePoint Online Management Shell, download it from here SharePoint Online Management Shell.

Second is to create Azure Storage account if you don’t have already one.

Go to https://portal.azure.com and create a storage account

storageaccount

Also get your location and details

step-4

Step 5 is creation of Content package, we need to use classic Export Web command in SharePoint onpremise server to create an export package

Export-SPWeb [-Identity] -Path [-ItemUrl ] [-NoFileCompression ]

Step 6 is coversion of package so that it can be imported

ConvertTo-SPOMigrationTargetedPackage -SourceFilesPath $sourceFiles -SourcePackagePath $sourcePackage -OutputPackagePath $targetPackage -TargetWebUrl $targetWeb -TargetDocumentLibraryPath $targetDocLib -Credentials $creds

To read more about ConvetTo-SPOMigrationTargetedPackage you can read here Click here

Step 7 is creating Azure Containers and uploading content package

$al = Set-SPOMigrationPackageAzureSource -SourceFilesPath $sourceFiles -SourcePackagePath $targetPackage -AzureQueueName $azureQueueName -AccountName $azureAccountName -AccountKey $azureAccountKey

$al|$al|fl

Step 8 is submitting a migration job, sample code is here

Submit-SPOMigrationJob -TargetWebUrl $targetWeb -MigrationPackageAzureLocations $al -Credentials $creds

Note that some parameters variables were created in earlier steps and needs to be used here

Step 9 is to check Migration Job Status which can be done Azure account storage queue

Sample source code

# Example file share packaging, conversion, upload and job submission script
# Queue is only container specified as new containers are automatically generated
# All container URIs get populated into $al variable output from Set-SPOMigrationPackageAzureSource cmdlet
$creds = (Get-Credential admin@contoso.com)
$sourceFiles = ‘\\fileshare\users\charles’
$sourcePackage = ‘C:\migration\CharlesDocumentsPackage_source’
$targetPackage = ‘C:\migration\CharlesDocumentsPackage_target’
$targetWeb = ‘https://contoso-my.sharepoint.com/personal/charles_contoso_com’
$targetDocLib = ‘Documents’
$azureAccountName = ‘contosomigration’
$azureAccountKey = ‘Insert Azure Account Key string Here’
$azureQueueName = ‘migrationqueue’
# Create new package from file share without security (faster)
New-SPOMigrationPackage -SourceFilesPath $sourceFiles -OutputPackagePath $sourcePackage
# Convert package to a targeted one by looking up data in target site collection
ConvertTo-SPOMigrationTargetedPackage -SourceFilesPath $sourceFiles -SourcePackagePath $sourcePackage -OutputPackagePath $targetPackage -TargetWebUrl $targetWeb -TargetDocumentLibraryPath $targetDocLib -Credentials $creds
# Create azure containers and upload package into them, finally snapshotting all files
$al = Set-SPOMigrationPackageAzureSource -SourceFilesPath $sourceFiles -SourcePackagePath $targetPackage -AzureQueueName $azureQueueName -AccountName $azureAccountName -AccountKey $azureAccountKey
# This displays the return Azure location
$al|$al|Format-List
# Submit package data to site collection to create new migration job
Submit-SPOMigrationJob -TargetWebUrl $targetWeb -MigrationPackageAzureLocations $al -Credentials $creds

So this completes all steps for data migration. Next we will look into Hybrid scenarios which will come in next post

To check earlier two posts click below

SharePoint 2013 migration to Office 365 step by step – Planning #SharePoint #Office365

SharePoint 2013 migration to Office 365 step by step – Strategy #SharePoint #Office365

January 1, 2017March 27, 2017 KS Micrsoft Flow, Office 365, PowerApps, SharePoint, SharePoint 2013 to Office 365

SharePoint 2013 migration to Office 365 step by step – Strategy #SharePoint #Office365

This post is written as step 2 that is strategy. Step that is planning can be read here SharePoint 2013 migration to Office 365 step by step – Planning #SharePoint #Office365

Once we have filled in the excel template and also found out all issues via SharePoint Migration assessment Tool we need to formulate a strategy to find solution to issues and customizations.

As an outcome of the first step you should have a list of categorization of issues / customizations for which you need to strategize. I am listing down some if it, note that these are just examples and it totally depends on what you have done in your farm before and how much customizations have been done.

customizationcategory

For more reading about above topics and in text format use below link to download an excel Customization / Issues Categorization

Note that any solution will be based on what kind of Office 365 license you have, whether your organization will have PowerApps or Flow or not? Also whether you will have SharePoint Add-in model in place or not

If you have any questions with specific customization solution you can ask in comment section and I will try my best to provide a solution to that.

After we define a strategy for customizations we need to find a strategy to migrate data from On-premise to Office 365. This will be our third step and we will define that in next post. Before we do data migration it’s important to list down how many Web Applications we have, size of Content Databases.

In case you need more help on this or other SharePoint issues please contact us via our Contact Us page or via our Facebook page or via Twitter

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December 30, 2016March 12, 2018 KS Office 365, SharePoint, SharePoint 2013 to Office 365

SharePoint 2013 migration to Office 365 step by step – Planning #SharePoint #Office365

This post is written as step 1 that is planning.

When SharePoint 2010 was launched Microsoft wanted to move everyone to cloud and they were trying to convince everybody that cloud is the future but they soon realized everything cannot be moved to cloud due to local data regulations and customers apprehensions about data security. Now Hybrid architecture is promoted quite a lot which makes sense and also more practical.

In this post I will try to outline how to prepare for Migration from SharePoint 2010 / 2013 to Office 365. We also discuss Hybrid architecture later in other posts.

We will discuss different aspects of migration, in this post we will understand SMAT tool provided by Microsoft and also excel template created by me to analyze customizations.

Microsoft has introduced a SharePoint Migration assessment Tool called SMAT, you can download it from here SMAT.

The zip file downloaded needs to be run on a SharePoint server, file contains below files, some of them are important to understand

smatfiles

File SiteSkipList.csv is important as you can mention which sites needs to be skipped during assessment, like you can mention MySite to be skipped as in general they don’t have any customizations and many sites under it.

SMAT Read me have more instructions but to run it you need run the exe file via command prompt

SMAT.exe -0 D:\Outputlog

where D:\Outputlog is the destination where logs will be created, do not out the log destination as SMAT folder as it tries to clean up and will end up deleting files.

While its running you can see what it will be scanning, below is a screenshot while it runs. You can see it’s analyzing FullTrustSolutions, LargeExcelFiles, Wokflows etc.

Since we know that no server side code is allowed in Office365 it’s important to have this kind of analysis to understand what things needs to reimplemented.

smatcapture

Once the assessment tool finished it will generate reports for each topic in detail and list down all site details, issues about it like below

smatreports

Each report has very detailed information, if you want to understand meaning of each report you can refer to this link SMAT Report Definitions. Although I think names are self-explanatory.

These reports will help you understand what issues you will face if you need to migrate but for planning I have created excel template where you can list all customizations and also strategize around it. This is needed because I believe that no one understands your farm better.

You can download the excel template from here, each column has some explaination.There are two sheets. First sheet is for listing all customizations and categorized them. Second sheet is to write down solution details of each category. This way you can have common solutions for each category and it can define how your developers should approach re-implementation

SharePoint 2013 to Office 365 Migration Template

So the migration assessment tool and excel template will help you analyze your farm in great detail and plan for the migration.

Tech Tip : Are you in search of a remote working technology? Access your online private workspace on any device(PC/android/iOS) with remotely accessible citrix vdi from CloudDesktopOnline with enterprise Add-Ons like Hosted SharePoint and Exchange. If you`re a MS Azure user looking for managed azure services visit Apps4Rent.

You can read the part 2 here SharePoint 2013 migration to Office 365 step by step – Strategy #SharePoint #Office365

December 25, 2016December 28, 2016 KS Micrsoft Flow, Office 365, PowerApps, SharePoint

Microsoft PowerApps and Flow together #SharePoint #Office365 #Flow #PowerApps

Microsoft PoweApps and Flow can work together so let’s see an example and how they can be applied together.

We have already seen how to create an Microsoft Flow in another blog post Microsoft Flow – Create from blank and also how to create a simple PowerApp in this blog PowerApps first look! Create a simple PowerApp .

Process of attaching a Flow with PowerApps is a bit different, creating a flow is kind of same as before, you can create a Flow from blank but this time you can do it from PowerApps URL https://web.powerapps.com/ , look for Flows in left menu and create a Flow with option “Create from blank”. Since we have already dealt with this topic, I have already created a Flow just remember that Flow should be created from PowerApps site else it will not show up.

Here are some screen shots how you need to do, we are using the ApproveClaim list we created in earlier post and idea is to create a PowerApp to add item using the Flow.

createblankflowpowerapp — Create MS Flow from Blank in PowerApps

powerappflow — Enter Flow name and Click New step

powerappflowaddaction — Add an action, what we will do to allow user to make entry in list item

powerappflowcreateitem — Select the trigger that is SharePoint – Create item

askpowerapps — Enter SharePoint URL and select the List name, After that al fields will show up, click in the text box and in Advanced section select “Ask in PowerApps”

powerappfilleditems — After selection it’s done and click Create Flow

savedflow — Once Saved Flow will be visible in Flow section

Once the Flow is created, we will start creating the PowerApp, since we want to Add a Flow to PowerApp we need to use Visual Studio on Windows and not the web version. Option to add Flow is not available in web version.

So go the Studio, Click New and create App from Blank with Phone Layout.

newappoption

Once selected open canvas will be opened and using Insert tab Add three TextInput and button as well onselect

Now we can add the Flow, select the button and in Action tab select “Flows”, it will show the available Flows. Select the Flow and add for this button

powerappswithflow

Once added it will be shown as below, note that we have to add 3 Textboxes as we have 3 inputs in our Flow. Most important is that we need to enter formula for OnSelect event for the button, basically we need to enter 3 parameters for the Run method which are our text boxes and property is Text.

onselectedit

Once done Save the PowerApp with proper name in The Cloud. It will be available on web under Apps section

flowlist

Now you can run it and input the text fields and click button, this will save the item to the List ApproveClaim

runpowerappflow

So that’s it in this post we have seen how we can create a Flow and associate it in a PowerApp. Our example is quite simple we use the Flow to create an item but you can understand how easily it can satisfy different business needs to implement various bussiness logic.

December 19, 2016March 27, 2017 KS Micrsoft Flow, Office 365, SharePoint

Microsoft Flow – Advanced mode options #SharePoint #MicrosoftFlow

Microsoft Flow User Interface is quite simple and intutive but it still gives you an advanced mode to write scripts, we are going to have a glimpse of it.

Advanced mode is available when you have applied condition.

msflowcondition editconditionmsflow

One example is below, lessorequals is the conidion, Budget is the column name and 100000 is the compare value

@lessOrEquals(triggerBody()?[‘Budget’], 100000)

More complex conditions can be written using Workflow Defintion Language.

More examples

@contains(triggerBody()?[‘Budget’], 100000)

Bascially advanced mode needs to be used when you want to satisfy multiple conditions as User Interface only allows Single condition

One example is below, here we are matching Tweet text with multiple hashtags which uses an OR condition

@or(contains(triggerBody()[‘TweetText’], ‘SharePoint’), contains(triggerBody()[‘TweetText’], ‘Office 365’), contains(triggerBody()[‘TweetText’], ‘OneDrive’))

In case you need more help on this or other SharePoint issues please contact us via our Contact Us page or via our Facebook page or via Twitter

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December 18, 2016 KS Micrsoft Flow, Office 365, SharePoint

Microsoft Flow – Create from blank

Microsoft Flow is a powerful visual workflow creator which helps to create processes and tasks. User Interface is simple and intuitive, let’s see an example

In this example I am going to create Flow from Scratch and not use any template. Template usage has already been shown in another Post.

Example we are going to implement is quite simple, user will add a item with Budget and Description. Based on the budget we will send email to different set of users for approval.

First step is to create a simple list with column Title, Budget (Currency), and Description (Multiline text). To create flow from scratch click menu “See your flows” and not Create a flow as it will ask you to select a template.

budget

Here you can see all your flows and also create from blank, click on it and you will get to flow creation page, next step is to select a trigger for the Flow. You have ample trigger points available but in this case we will select List item creation

craeateflowfromblank budgetemail

Now you need to enter your SharePoint site URL and select the list for which you want to create flow and add next step which will be a condition in case but for yourself you can select any step as per your needs.

flowaddcondition

Here we added a condition that if Budget is greater 100000 Kr then send email to another person and if less than to send another person. There are mutiple things happening here, you add condition and you also look for actions based on that. You can also Dynamic content like column values from List like Budget

dynamiccontent

Since we are trying to keep it simple our flow is done and we will Create flow on top to publish it and then we can see it in action

You also have some options of Advance edit and also add further conditions, apply to each , do until and a new scope which we will explore in another post. dynamiccontent

Once create click Done and your will flow is ready to use.

Now let’s see this in action!

Add a new item which has budget more than 100000 Kr. Once added I should get email on my Gmail as described in Flow.

newitembudget budgetemailsent

Wallah! I got an email and also unsubscribe option is already added which is kind of cool!

You can also how your flow in doing my going to My Flows and see details if it has succedeed. If you clock information icon on right you will see more details, also click on any flow which has run and it will show which steps has been a success or failure.

So that’s it for now, you can see how easy and intutive is to create Flow.