4/12/2018 5:44 PM BRK3354 Using custom themes and designs to standardize the creation of clean, functional SharePoint sites Sean Squires (@iamseansquires)

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Presentation transcript:

4/12/2018 5:44 PM BRK3354 Using custom themes and designs to standardize the creation of clean, functional SharePoint sites Sean Squires (@iamseansquires) Senior Program Manager (SharePoint Experiences Team) Microsoft © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Session Objectives & Takeaways Microsoft Ignite 2016 4/12/2018 5:44 PM Session Objectives & Takeaways objectives Recap on updates to self-service site provisioning Introduce custom themes – and management support Announce site designs – a modern approach to extending our site templates with custom configurations that plugs into our site provisioning experience takeaways Have a better understanding of how we’re approaching the curation and automation of SharePoint site creation – to help integrate your requirements and business processes - while not compromising on benefit of future product updates Be excited about these new extension capabilities in SharePoint sites!  © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Site creation: fast & modern Microsoft Ignite 2016 4/12/2018 5:44 PM Site creation: fast & modern Updated provisioning flow to provide two templates – the building blocks of a modern intranet © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Building blocks of your intranet 4/12/2018 5:44 PM Across your sites… Hub sites Themes Site designs Team sites Communication sites Custom Publishing sites Within your sites… Biz Apps Intelligent rollups Social highlights © Microsoft Corporation. All rights reserved.

Your brand, your identity 4/12/2018 5:44 PM Your brand, your identity © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

How will SharePoint help you integrate your brand? 4/12/2018 5:44 PM How will SharePoint help you integrate your brand? Logos Navigation Page designs (content structure) Theming (color & font) Site designs © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Site creation: fast & modern and extensible Microsoft Ignite 2016 4/12/2018 5:44 PM Site creation: fast & modern and extensible New capabilities to inject custom site configurations and business processes into the product provisioning pipeline © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Custom Themes Custom site theming support in “change the look” 4/12/2018 5:44 PM Custom Themes Custom site theming support in “change the look” © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/12/2018 5:44 PM This week Central gallery to host custom themes for entire organization PowerShell commands to manage them and hide out-of-box ones © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo Custom Themes 4/12/2018 5:44 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Custom Themes - Recap Custom theme support Resources 4/12/2018 5:44 PM This week Custom Themes - Recap Custom theme support Central gallery to host custom themes for entire organization PowerShell commands to manage and hide out-of-box themes Resources PowerShell management support (6906.1200): https://aka.ms/spsitetheming Theme builder tool (hosted on Fabric site): https://aka.ms/spthemebuilder © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/12/2018 5:44 PM Site Scripts & Designs modern extensibility hooks for site customization © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/12/2018 5:44 PM Late 2017 Use site scripts and site designs to automate the custom configuration of sites across the enterprise Custom scripting of sites through provisioning Clean & consistently branded sites Apply site settings and call custom solutions Apply company theme or custom page designs at time of creation Provision select settings after creation; use Microsoft Flow to call apply additional business logic Site designs can be injected into in-product provisioning experience to automate consistent site creation © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Site Design “Flow” 1 3 2 Site Scripts - Actions Execute Site Design 4/12/2018 5:44 PM Site Design “Flow” Site design selections appear in site provisioning UX (per base template) 1 3 2 Site Scripts - Actions Create List Apply Theme Create Page Trigger Flow Add to Nav Execute Site Design After site creation script actions are initialized and processed – as each are run, they are saved to a local list and rendered in progress panel During site creation we create a parameter in site property bag – this is used by site design feature to apply site scripts. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Anatomy of a site script 4/12/2018 5:44 PM Anatomy of a site script var listRecipe = { "$schema": "schema.json", "actions": [ { "primary_verb": "List.CreateOrOpen", "target": "Customer Tracking", "templateType": 100, "verbs": [ "verb": "SetDescription", "description": "List of Customers and Orders" }, "verb": "AddFieldIfNotExist", "fieldType": "Text", "displayName": "Customer Name", "isRequired": false, "addToDefaultView": true "fieldType": "DateTime", "displayName": "Date of Delivery", "isRequired": true ] primary_verb: "Theme.Apply", target: "Contoso Travel Green" } ], "bindata": {}, "version": 1 }; Idempotent syntax of common site configuration actions Script actions can be concatenated in single file or multiple files can be used (and reused) Site Design attributes designate display characteristics and target template RestRequest("/_api/Microsoft.Sharepoint.Utilities.WebTemplateExtensions.ScriptUtility.CreateFormula", {info:{Title:"Contoso Travel - Legal Case Book", Description:"Restricted site design to create a legal case book site", ScriptGuids:["b432a1cd-7e1f-4fb1-9829-633d8MaG1C”], Targets:["CN=GUID,OU=GUID,OU=Tenants,OU=MSOnline,DC=<value>,DC=msoprd,DC=msft,DC=net"], IsDefault:true, WebTemplate:"68"}}); © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Supported functions Create lists/libraries (incl. settings) 4/12/2018 5:44 PM Supported functions Create lists/libraries (incl. settings) Apply company themes Trigger logic apps (using Microsoft Flow) Activate features * Create modern pages; set as home page *Add to site nav *Add declarative formatting to a column *Join site to Hub * Enable external access * Set site classification …with more to come © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/12/2018 5:44 PM App integration with native site creation flow How to integrate custom logic to out of the box provisioning flow? Script configured to start previously configured flow, which will receive the newly created site URL as parameter. Flow includes a step to pass site URL to Azure storage queue for delegating processing to Azure side var flowRecipe = {   "$schema": "schema.json",   "actions": [{       "primary_verb": "Flow.Trigger",       "target": “<<http post url>>",       "name": “contoso hr additions",       "parameters": {         "department": "HR",         "cost center": "1023"       }     }   ],   "bindata": {},   "version": 1 }; Microsoft Flow SharePoint Online <<instantiate with URL details>> 1 <<add message with site URL>> 2 Storage Queue Azure Function 3 <<apply configurations>> <<instantiate>> 4 Business logic will handle the message processing. Site URL is used as a parameter to connect to site using remote APIs. Applies needed customization using remote provisioning techniques, for example with PnP remote provisioning template model. © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Scenarios Apply a “default site design” to a template 4/12/2018 5:44 PM Scenarios Apply a “default site design” to a template Add additional site designs for each template Scope a site design to a select set of users Add additional business logic using Microsoft Flow © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo Site Scripts & Site Designs 4/12/2018 5:44 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Site Scripting & Site Designs - Recap 4/12/2018 5:44 PM Site Scripting & Site Designs - Recap A new approach for extending modern templates post-creation to automate the custom configuration of sites Readying for availability later this fall Preview release, API support (to manage both scripts and designs), additional script actions Top of Mind Approval flow, compliance support, on-demand scripting, & versioning Related Content BRK2393 - What’s new and what's coming for branding and organizing your SharePoint sites – Wednesday, 10:45-12:00 BRK3066- Advancing the SharePoint Developer Community (PnP) – Thursday, 9:00-10:15 © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Join the conversation https://sharepoint.com/community 4/12/2018 5:44 PM Join the conversation https://sharepoint.com/community Share your suggestions on UserVoice © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Please evaluate this session Tech Ready 15 4/12/2018 Please evaluate this session From your Please expand notes window at bottom of slide and read. Then Delete this text box. PC or tablet: visit MyIgnite https://myignite.microsoft.com/evaluations Phone: download and use the Microsoft Ignite mobile app https://aka.ms/ignite.mobileapp Your input is important! © 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4/12/2018 5:44 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.