SharePoint Spaces – my take on practical usage

To be honest when SharePoint Spaces was announced I had thought what can be practical usage of this but now I after using it in preview mode I can understand the usage part of this as well.

I must admit SharePoint Spaces is really cool to use and I have never thought I would see Augmented Reality in SharePoint but like all things nothing is impossible.

There are nice practicle samples provided by Microsoft SharePoint which you can find here https://www.exploresharepointspaces.com/samples but my example is a simple and scale down one.

This based on my experience with a customer I have worked with for many years.

I would like to create “Product Catalog” to display 3D images for the product and display relevant documents related to the Product.

To set some context: Large product / euiqpment manufacturing comapanies such as mining, construction or vechiles upload there marketing material for sales people to be accessed internally and share externally for sales pitch when needed on portal sites.

In general in these portal sites you will find images of the product and documents related to it in OOB user interface or custom user interface.

Companies also have product 3D images but they don’t show on intranet as SharePoint Spaces was not available so not so practical I would say.

Now we have set the context let’s check how easy is to use SharePoint Spaces.

  • First of all you need a SharePoint Site preferably a Communication site as it will give you more space in screen to create SharePoint Spaces.
  • Spaces is not available automatically and feature needs to be enabled in “Manage Site Features” called “Spaces”.
  • Once you have enabled it you will see below option in “New”
SharePoint Spaces new option
  • Select a structure , input a name to create a Space Design page which will look like below depending on which structure you have selected
SharePoint Space Design Page
  • Click on “+” to add 360 degree image, video etc shown as below
Add SharePoint Spaces
  • I will be adding a two Product groups like Trucks and Cars, which will take user to two different Spaces page which will contain different Trucks and Cars, you can imagine this as Product group and when you click you go to different Products available under that group.
  • I will add a 3D Object with Podium , please check below screen shots
  • The properties which I have used are “Podium”, “Link to another space” , “Alternate text” and “Description”.
  • The “Link to another space or link” is great option as you can hierarchy and structure around Spaces.
  • I will be adding another Space which display multiple Products and then each product will also link to another Space which will have a Document Library attached
  • This will complete our Product Catalog so it works like this Product Group –> Products –> Document Library (Space)
  • Now let’s see the whole set up in action
SharePoint Spaces in action
  • During the process of creating this I found some improvement areas or issues
    • If you have only folders in a document library then the SharePoint Spaces cannot load it
    • If you want to connect a object to a folder in library you have to use a “Link” option and the link to Folder will not be recognized which you get from “Copy Link” option so you have to construct on your own which will also be not recognized but it will work
    • If you have done connections using SharePoint Spaces then the page does not reload but Space area reloads which is good but it will be good to have some kind of hirearchy navigation which can help in contructing structures
  • Another thing I would like to add is that it works in Microsoft Teams as well
Teams and SharePoint Spaces

I think SharePoint Space has lot of practical usage you just need to think in different way and visualize.

Let me know what you think and what pratical usages to you can see.

Connect with me on Twitter or Linked In if you need more information.

References and links:

https://support.office.com/en-us/article/sharepoint-spaces-7b65edfb-7cc9-42e3-af37-178d79364a5e

https://www.exploresharepointspaces.com/

https://www.linkedin.com/posts/danielando_linkedin-sharepointspaces-microsoftteams-activity-6671180202351050752-u6S0

Microsoft 365 App – Bookings – A walkthrough

You must have booked an online appointment on sites for small businesses or salon or some kind of services but did you know that there is an service provided by Microsoft 365 as well for these kind of bookings. Although it has been around since 2016 it was made available for all E3 and E5 licenses recently.

I must say that Bookings App / service is very easy and intuitive to use, let’s have a quick walkthrough first and then we can look into some scenarios where it can be useful.

  • Booking page: Page is configurable in all aspects such as how booking page can be accessed, some text about data usage and control, scheduling policy, how to notify users, color theme of page. Check a screenshot below
  • Customers: You can add customers or import them as well
  • Staff: You can add staff and their availability schedule
  • Services: You can add what kind of services you provide
  • Business information: You can add more than one Business
  • You can create booking page which can be only accessed internally in organization
  • Customize email notifications
  • You can share booking socially and you can also disable the option if you want
  • Reports: You can download data upto 120 days
  • Booking is also available as an App in Microsoft Teams which makes it easy to use for organizations
  • Data can be accessed via Graph API if you want to build applications or further extend functionalities, read more here https://docs.microsoft.com/en-us/graph/api/resources/booking-api-overview?view=graph-rest-beta

Overall very rich functionalities and will meet your needs. Ability to access data via Graph API enables lot of possibilities.

Bookings App in Microsoft Teams

In general Microsoft 365 Bookings can be used by enterprise, small companies, shops to enable bookings in their public facing sites but apart from this it can be used internally by enterprises for various purposes.

  • Appointments for Service Desk kiosks
  • Appointments with HR for queries
  • Appointments with finance for resolutions

This was a quick walkthrough of Bookings in Microsoft 365.

If you want to try out Bookings I have created a demo which you can utilize

https://outlook.office365.com/owa/calendar/Test@cgikislay.onmicrosoft.com/bookings/

Connect with me on Twitter or Linked In if you need more information.

Resources and references:

https://techcommunity.microsoft.com/t5/microsoft-bookings-blog/you-can-now-do-more-with-microsoft-bookings/ba-p/298461

https://techcommunity.microsoft.com/t5/microsoft-bookings-blog/bg-p/Office365BusinessAppsBlog

https://www.microsoft.com/en-us/microsoft-365/business/scheduling-and-booking-app

https://docs.microsoft.com/en-us/graph/api/resources/booking-api-overview?view=graph-rest-beta

Microsoft 365 Lists – a powerful App, SharePoint lists not needed any more

Microsoft Build 2020 came up with lot of exciting announcements but the most interesting one was Lists as individual app in Microsoft 365.

Lists has been around for many years as part of SharePoint platform , I remember explaining my end users Lists is something like an excel rows or table in database in SharePoint 2010 days and to be frank not a lot has been changed, we have not seen huge improvements except some more templates being introduced. We got conditional formatting recently in SharePoint online, of course you can do more these days due to introduction of Power Platform (Power Apps and Automate).

This is reason I term this annoucement as interesting one as it takes the Lists to another level and put it on same level as other standalone apps.

So let’s look what all we get in Microsoft 365 Lists

  • It can be accessed as a standalone app from waffle of Micorosft 365
  • Various default predefined templates such as issue tracker, asset tracking, blank , contacts, inventory, events, onboarding etc are available
  • Lists has its own home page
  • Available as mobile app
  • Can be added to Microsoft Teams as an App or tab
  • Can have conversation around Lists in Microsoft Teams or can have conversation around each item in a Microsoft Lists
  • Lists will have views calendar, grid, custom, cards etc
  • Conditional formatting is available in Lists
  • Rules: You can set rules to show hide columns based on differen rules, it’s like light weight customizing forms, for definition read below statement
    • Building rules is as easy as writing a sentence. Once you decide on the outcome, click-fill if/then steps to design your rules. Choose people, status, and value changes to send notifications or programmatically update values elsewhere in the list. Finally, use rules to set reminders to keep everyone informed.
  • Lists can be shared with users so you can manage permissions and you can be owner of lists
  • You can boomark Lists using the favorites feature
  • Can create a new list from existing excel data
  • Able to preview a list before it is created
  • You can chose an icon and a color for you lists to make distinctions between different lists
  • Lists can be saved as draft till you are ready to share with others
  • You can comment on individual list items and also mention someone
  • You can design your own card views
  • Data availability and accessibility via Graph API

As you can read it has lots of features and covers a lot of scenarios which were not possible before in SharePoint lists so let’s have a look into them

  • Rule based email sending capabilities, earlier we used to write workflow or event receivers or Flows
  • Grid or card views , earlier we used to customize using JSLink, Jquery, JS etc
  • Earlier a whole site has to be created even though only a list was needed
  • In past following requests had come to be from business users which are avaialble by default now
    • Save as draft before it is ready to be released
    • Different icons to visualize it better
    • Simple form customziations can be done by Rules earlier we had to inject JS in edit, new or view forms

We can clearly infer that Microsoft 365 Lists are smart, powerful and easily replace SharePoint lists so we don’t need them anymore. With ability to add this in Teams we can see it is more flexible and very well integrated in Microsoft 365.

We can also infer that a need of Teams sites in SharePoint is even less now and if you are using Microsoft Teams along with Lists probably you don’t need SharePoint team sites.

As as ending note I am really forward to this new app which will be extremely useful and I would like to move most of SharePoint list to new Microsoft 365 Lists.

Connect with me on Twitter or Linked In if you need more information.

References

https://techcommunity.microsoft.com/t5/microsoft-365-blog/announcing-microsoft-lists-your-smart-information-tracking-app/ba-p/1372233 https://resources.techcommunity.microsoft.com/microsoft-lists/

Private Channel in Microsoft Teams #teams #channel

I attended SharePoint Saturday Event in Stockholm, you can read more here http://www.spsevents.org/ and http://www.spssthlm.org/

One of the things in which a lot of people were interested and I also get to know was about Private Channels in Microsoft Teams. Currently we are able to create Channels but they are not private and can be accessed by all Team members.

Apparently this is the most sough after feature in Teams in User Voice. Latest information I got from two guys from Microsoft in a session about Teams was Private Channel will be available in end-October and might be available in Nov to Tenants

Interestingly the Private Channel will have it’s own SharePoint site collection and not as a folder in existing SharePoint site as it happens now. It will only have four Apps available to be used in beginning for rest of Apps you have to go to main Team.

As explained to me is that idea is to get the Private Channel usage going and then later more Apps will be made available.

Some people were concerned with new Site Collection being created for each Private Channel but this seems to be logical as we do not want permission broken folder in our library as it will be a nightmare for future and having a site collection of it’s own makes it scalable.

Keep an eye here when it is available and also on User Voice page https://support.office.com/en-us/article/create-a-private-channel-in-teams-60ef929a-4d68-418b-bf4f-5784db184ec9

Ask me on Twitter or Linked In if you need more information

SharePoint Online Megamenu for modern Hub sites – how it works #megamenu , security trimming in MegaMenu

If you like my blog post please subscribe to my YouTube Channel “SYNK Ventures – Let’s talk about Microsoft 365” as well https://www.youtube.com/channel/UC6vLzWN-3aFG8dgTgEOlx5g?sub_confirmation=1

Let’s start with a question, can megamenu be enabled on all site templates?

Well answer is No, it is available only on SharePoint Hub sites which are associated with Microsoft teams or on Communication sites.

What is a megamenu in SharePoint Online?

In the traditional navigration structure you could only have two levels of navigation but now in MegaMenu you can have multiple levels spanning horizontally and vertically.

How it works?

You can create MegaMenu from Site Settings –> Change the look –> Navigation. Note that MegaMenu is default type in Communication sites but if you need to change it follow below steps

MegaMenu can be used to create multi-level horizontal and vertical menus as shown below.

Megamenu example

To start with you need to click Edit on right side and Under any heading, when you hover you will see a line with plus symbol to add a menu. Use that to add headers or links depending on what you need.

SharePoint MegaMenu

Once done you can “Make sub link” to make it appear under it

Sample final outcome

MegaMenu example

How about Security trimming and Audience targeting in MegaMenu in Hub Site Navigation?

There is no security trimming in MegaMenu in Hub Site Navigation, I will say that purpose of Hub site really does not make sense to have MegaMenu security trimmed but at same time it can be debatable.

Audience targeting can be a good thing and it is under work as of May 2019, you can refer here

Audience targeting MegaMenu

So that’s about MegaMenu in Hub site, if you have any questions or remarks please contact us via our Contact Us page or via our Facebook page or via Twitter

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SharePoint Hub Sites and difference from sub sites

Hello world! A blog post was long due now!

I think I must have missed the Hub Sites in SharePoint buzz but a blog from my side anyhow.

What is a Hub Site?

Firstly, it is not a template like Communication or Team site, you can register an existing team site or communication site as a Hub Site so if you want to create a Hub site from scratch please create a site preferably a modern one and then register it as Hub Site which can only be done SharePoint Admin in Central Admin link.

Hub site is used to facilitate Intranet in organizations which can have other sites as “Association” or “Navigation” links. You can roll up information from associated and linked sites to the main Hub site by using Apps available.

You can think this of a container site but physically it does not contain any sites but can only be associated.

What makes it unique?

Something like this was not available before but I believe everyone wanted something like this as working with Site Collections and the Sub sites structure is rigid and difficult to change later on.

Hub sites introduce us a flat structure which can be moved easily as sites are just associated and not created under them.

So, uniqueness is in the flat structure which can be implemented easily.

Difference between the Hub site-based structure and the traditional structure is as below

Hub sites vs Sub sites

Hub site based Traditional – Site collections – sub sites
Flat structure Hierarchy based structure
Sites are associated and not created under it Sites are created under a main site
Access permissions do not have any impact in Access permissions are inherited by default or needs to be managed separately
Easy to move around sites and change structure or associations No easy ways to change the structure

 

How to utilize or use Hub Sites?

Hub site should be used to bunch sites together, create an intranet or roll up information together. Bunching or associating sites together should be done based on departments, organizations, key features, team or based on keywords or location etc. or if you want to roll up specific information from different sources.

Hub site can only be really useful if you will be rolling up information and two most easy ways to use OOB of Apps called “Highlighted Content” and “Sites” which can fetch different information from associated sites and show them beautifully.

On modern pages just add a section layout and then select add App using “+” symbol and select Highlighted Content or Sites depending on your needs, I would recommend Highlighted Content as it is really powerful and can roll up almost all data. Refer to screenshots below

As you can view you have following options

  • Select a source: can select all hub sites or some or specific one
  • Type of source: can be document, news, lists etc.
  • Filter and sort to organize your content
  • Different options for a Layout to support your needs

 

Other things you should consider while creating and managing Hub sites:

  • Naming convention of Hub sites so that it can be easily recognized
  • Name information which needs to roll up also properly so that easy to roll up later
  • Consider the audience before you start creating hub sites
  • Consider search scopes while deciding on the association of Hub sites
  • Also note that you can put a link to non-associated site

 

How to create Hub sites?

As pointed out earlier there is no template like Hub Site, you have to create a site collection using template either team site or communication. Communication template is recommended one from Microsoft.

Create a site a then select option mark it is a Hub site, you need to SharePoint admin to do all this

CommSiteHRCommSite

After the site is created you can register this as Hub site

Once this is done you can view extra navigation at the top

HubSiteCreated.png

 

So that’s about Hub site, if you have any questions or remarks please contact us via our Contact Us page or via our Facebook page or via Twitter

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Microsoft Flow template published #MicrosoftFlow #SharePoint #Office365

So finally my first Microsoft Flow template has been published, I am quite excited about it! It took sometime for Microsoft to add in the list of templates but better late than never.

Template can be used from here

Send email and add item in SharePoint List when WordPress Post is created

Functionality in this template is quite simple, when a WordPress post is made, you can get an email and same information can be added in SharePoint List.

To learn how to publish a template you can read my below blog about it

How to submit a Flow in template Gallery ?

To learn more about Microsoft Flow you can read below blogs

My tryst with Microsoft Flow!

Microsoft Flow – Create from blank

Microsoft Flow – Advanced mode options #SharePoint #MicrosoftFlow

Checklist for configuring eDiscovery in SharePoint Online #SharePoint #Office365 #eDiscovery

There are multiple steps which needs to be done to configure eDiscovery successfully in SharePoint Online or Office 365. To perform this you need to be Office 365 Tenant Admin.

Here is a checklist to confirm the set up for eDiscovery

  1. Have you created a Site Collection with template as eDiscovery Center?
  2. Have you configured Exchange Online as one of the Result Sources in eDiscovery Center?
  3. Have you created a Security group called eDiscovery Managers in Exchange Admin?
  4. Have you given access to security group eDiscovery Managers to Site Collection as Admin?
  5. Have you given Admin access to all Site Collections to security group eDiscovery Managers?
  6. Have you given read permissions to eDiscovery Managers to Crawl Log permissions in Search settings in SharePoint admin?
  7. Have you given access to Role Discovery Management in Exchange Admin to eDiscovery Managers?

If your answer to all above questions yes then you are ready and your eDiscovery Managers can create cases now.

 

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

If you like my blog post please subscribe to my YouTube Channel “SYNK Ventures – Let’s talk about Microsoft 365” as well https://www.youtube.com/channel/UC6vLzWN-3aFG8dgTgEOlx5g?sub_confirmation=1

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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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

sponlinepowershell

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