SharePoint 101 – Back to Basics Donald Donais March 14th, 2018 SharePoint 101 – Back to Basics Brian Caauwe

Happy Day

Brian Caauwe Manager at Avtex Email: bcaauwe@avtex.com Twitter: @bcaauwe Technical Editor: Professional SharePoint 2013 Administration Certifications MCM: SharePoint Server 2010 MCSM: SharePoint Fun Fact: Hasn’t missed an opening day at Target Field

Agenda

User Group Goal / Objectives Develop and support a local community focused on Microsoft SharePoint Technologies Educate user group members about SharePoint Technologies Transfer knowledge within the community Communicate best practices Introduce new products / solutions

MNSPUG Sponsors Dedicated Sponsors Annual Sponsor Avtex (www.avtex.com) Microsoft (www.microsoft.com) Softvative (http://www.softvative.com) K2 (http://www.k2.com) SharePoint User Group Support Sponsorships Levels: Gold Sponsorship - $500 Silver Sponsorship - $250 Wrox Press (www.wrox.com) O’Reilly (www.oreilly.com)

MN SharePoint Users Group Website SharePoint Resource Documents SharePoint Resource links RSS Feeds Meeting Schedule Past User Group Presentations Past User Group Recordings Sponsorship Information http://sharepointmn.com Email: sharepoint@sharepointmn.com

Social Networking Linked In group – The most interactive… includes job postings… Post Job Posting on the Jobs Discussion page https://www.linkedin.com/groups/1878792 Twitter tags - @MNSPUG and #MNSPUG Yammer – Minnesota SharePoint Users Group https://www.yammer.com/mnspug/

Upcoming Schedule Next Meeting Ongoing Schedule April 11th, 2018 – TBD Microsoft Technology Center, Bloomington, MN Check www.SharePointMN.com for updates! Ongoing Schedule 2nd Wednesday of every month 9:00 to 11:30 am Microsoft Technical Center – Edina

Local and Online Events Microsoft Planner AMA – March 14th, 11:00am – 12:00pm https://aka.ms/plannerama Office 365 MN User Group – March 19th, MTC https://o365mn.eventbrite.com/ Productivity Hacks to Save Time & Simplify Workflows – March 21st, MTC https://www.microsoftevents.com/profile/form/index.cfm?PKformID=0x34241814703 Dashboard in a Day – March 22nd, MTC https://www.microsoftevents.com/profile/form/index.cfm?PKformID=0x34712820001&Ch=X5 Minnesota Nintex User Group – March 22nd, Building 7650, Suite 330 https://www.meetup.com/Minneapolis-Nintex-User-Group/events/247774073 SharePoint Fest D.C. – March 26th – 30th, Washington D.C. https://sharepointfest.com/DC/ App in a Day – April 4th, MTC https://www.microsoftevents.com/profile/form/index.cfm?PKformID=0x3244954b035 SharePoint Saturday – Twin Cities – April 14th, Normandale Community College http://www.spstc.com/ SharePoint Conference North America – May 21st – 23rd, Las Vegas, NV (Discount Code HAASE or SUNDET) https://sharepointna.com Anything Else?

SharePoint Saturday Twin Cities When Saturday April 14th Where Normandale Community College Call to Action Register: https://www.eventbrite.com/e/sharepoint-saturday-twin-cities-spring-2018-tickets-42467764226 More Information: http://www.spstc.com

News and Updates

SharePoint Framework v1.4.1 Posted 02/15/2018 Improved Graph support AadHttpClient MSGraphClient AadTokenProvider Additional Support Node v8 npm v5 More Information: https://dev.office.com/blogs/now-releasing-enhanced-preview-support-for-microsoft-graph-api-calls-from-sharepoint-framework AadHttpClient - is used to perform REST calls against an Azure AD Application, for example 3rd party WebAPI hosted in Azure. MSGraphClient - is used to perform REST calls against Microsoft Graph. The Microsoft Graph JavaScript client library is a lightweight wrapper around the Microsoft Graph API. This class allows developers to start making REST calls to MSGraph without needing to initialize the the MSGraph client library. AadTokenProvider - This class is an internal class used by AadHttpClient and MSGraphClient to obtain OAuth2 tokens from Azure AD. Although the class is currently marked as public, we are planning to change it as internal.

SharePoint Online Page Author Satisfaction Survey Posted 02/16/2018 Roll out end of February Authors prompted after publishing Repeated every 90 days after Message Center: https://portal.office.com/AdminPortal/home?switchtomodern=true#/MessageCenter?id=MC129313

OneDrive – Shared by Me Posted 02/21/2018 Targeted Release early March End of March completion Only available on web More Information: https://portal.office.com/AdminPortal/home?switchtomodern=true#/MessageCenter?id=MC129601 Support Documentation: https://support.office.com/en-us/article/see-files-you-shared-in-onedrive-6b67b82b-9c5c-4348-ab10-fd5b0d8df76c?ui=en-US&rs=en-US&ad=US

SharePoint Dev Special Interest Group Call Recorded 02/22/2018 Hub Sites General Experience Creating Hub Site Associate to Hub Site Batching Graph Requests More Information: https://techcommunity.microsoft.com/t5/SharePoint-Developer/SharePoint-Patterns-amp-Practices-General-SP-Dev-SIG-recording/m-p/163574

SharePoint Online Management Shell - Update Posted 02/23/2018 New Cmdlets Hub Sites support Apply Site Design Set Theme More Information: https://dev.office.com/blogs/new-sharepoint-csom-version-released-for-Office-365-february-2018 Download: https://www.microsoft.com/en-us/download/details.aspx?id=35588

External User Sharing Changes Posted 02/24/2018 Starting March 23rd Effects SharePoint OneDrive No longer seeing content shared by Shared with Everyone All Authenticated Users All Forms Users Message Center: https://portal.office.com/AdminPortal/home?switchtomodern=true#/MessageCenter?id=MC129777 Support Documentation: https://support.microsoft.com/en-us/help/4089534/how-to-grant-the-everyone-claim-to-external-users-in-office-365

Microsoft Teams “Plans” – Available in Planner Hub Posted 02/26/2018 Already rolled out Plans created through teams visible Message Center: https://portal.office.com/AdminPortal/home?switchtomodern=true#/MessageCenter?id=MC131041

Microsoft Teams – Guest Access Support Posted 02/28/2018 Tenant level setting No longer restricted to B2B setup Interactions Chats Meetings Documents more More Information: https://techcommunity.microsoft.com/t5/Microsoft-Teams-Blog/Collaborate-securely-with-anyone-in-Microsoft-Teams/ba-p/165941 Support Documentation: https://docs.microsoft.com/en-us/microsoftteams/guest-experience Video demo: https://www.youtube.com/watch?v=g21Hcqdl5tI

Microsoft Teams – February Update Posted 03/01/2018 Chats Share chat history Mute chat Quick Reply Restore Channel Mobile Updates More Information: https://techcommunity.microsoft.com/t5/Microsoft-Teams-Blog/What-s-new-in-Microsoft-Teams-February-update/ba-p/166882

PowerApps – Add Attachments to SharePoint List Items Posted 03/06/2018 Attachments Upload Control Add and Remove SharePoint List Support Only 10MB file limit More Information: https://powerapps.microsoft.com/en-us/blog/add-attachments-to-sharepoint-lists/?_lrsc=306bc7af-4248-4c4d-9181-dfd51e2658cc

Microsoft Teams hidden from Outlook Posted 03/07/2018 Default Setting Estimated Release – March 2018 Tweet: https://twitter.com/Anne_Michels/status/971485479798415360

SharePoint Online Hub Sites Posted 03/08/2018 Target Release – Late March General Availability – mid-May Message Center: https://portal.office.com/AdminPortal/home?switchtomodern=true#/MessageCenter?id=MC131852

Terminology

What is SharePoint?

Online Portal Collaboration Intranet Business Processes Server Content Service Online File Repository Business Processes Collaboration Intranet Portal Search Engine Server Development Platform Community Extranet

Features

Services Excel User Profile Search Managed Metadata Etc SharePoint Structure Web Application / Tenant Site Collection = Collection of Sites Site = a.k.a. web = Collection of Lists Modern (Team / Group, Communication) vs. Classic (Team, Blog, Publishing, etc) List = Collection of Items (Document library, Calendar, Task List, all different types of lists) Lists have fields for categorization of content and views for default categorizations Modern (Custom, Library, Announcement, etc) vs. Classic (Tasks, Calendar view) Items = Collection of Metadata (Documents, Pages are types of Items… as are Folders)

Anatomy of a Site

Lists

Anatomy of a List

Content Types ID Columns Policies Workflows Templates Content Types – always have some sort of content type Templates Content Types

Creation Site / Web Site Collection Content Type Hub Content Types

Fields Display Name vs. Internal Name Types All have different options Visibility List Column Content Types Fields – Text, Choice, Date, Person, URL, Managed Metadata, etc. Fields

Fields Creation List / Library Site / Web Site Collection Content Type Hub Fields

Fields

Classification Red P100D Tesla 4 Doors Model S Car

Classification Type Car Make Tesla Model Model S Package P100D Color Red Doors 4 Doors

Views Classic Views Ribbon Interaction Options Columns Sorting Filtering Grouping Totals Folders Views Views – Sorting, Grouping, Filtering, Fields

Views Modern Views Classic+ Action Bar Grouping Filters Pinning List vs. Tiles Modern Integrations Flow PowerApps Views Views – Sorting, Grouping, Filtering, Fields

Forms Classic Forms SharePoint List Have Built In Form Display All Columns Associated to the List or Content Type Multiple Content Types == More Functionality Very Simple Features Customize with XSLT Forms – Display, Edit, New .. PowerApps, InfoPath Forms

Forms Modern Forms Inline Edit Display All Columns Bulk Updates Customize with PowerApps Forms – Display, Edit, New .. PowerApps, InfoPath Forms

Settings Versioning Documents and Items Major and Minor Versioning Limit # of Versions Kept Check-Out One Contributor at a Time Allows User to be Notified When Checked In Content Approval Built In mini-Workflow Owners/Approvers Approval Needed Settings Check in / Check out Versioning (Major / Minor), Draft Item Security Content Approval Item-level permissions Folders Search Settings

Settings Item-level Permissions Read Access Create and Edit Access Column Default Values Folders Allow creation or not Search Hide from index Settings Item-level permissions Folders Search Settings

They still have a purpose Permissions Default Metadata Throttling Folders

Workflows Classic Workflows Out of the Box Workflows Minimal Configuration Very Focused Workflows Example: Approval Workflow SharePoint Designer Workflows More Complicated Workflows Allow Step by Step Definition 2010 & 2013 Differences Workflows – On Item Create / Change / Manual … Flow

Workflows Modern Workflows Microsoft Flow Templates SharePoint Actions Other SaaS services Workflows – On Item Create / Change / Manual … Flow

Pages

Anatomy of a Page - Classic Layouts Zones Web Parts App Parts Pages

Anatomy of a Page - Modern Sections Columns Client Side Web Parts Pages

Break BREAK :: 10:30 – 10:40

Permissions

Groups

Inheritance Site List Folder Item

Inheritance Can Be Broken At Any Level Breaking Inheritance Can Be Broken At Any Level Parent Changes Are Not Reflected in Child

Full Control Levels

Edit Levels

Contribute Levels

Read Levels

Search

Crawled Property ALL crawled metadata available into Categories Basic Business Data Document Parser Internal Mail MetadataExtractor Notes Office People SharePoint Tiff Web XML Category Examples Basic – Basic:16  LastModifiedTime or DAV:contentclass  contentclass Business Data – Mapped from the BCS … EntityName & EntityNamespace includes fields from ReadList Operations Document Parser – Author and FileType Internal – Yet another set of Author properties Mail – If crawling Exchange MetadataExtractor – Extractor properties for Title and Author Notes Office – Embedded MSFT Office document properties such as Office:2  Title People – SharePoint User Profile Properties INTERNAL names SharePoint – ALL list / library columns follow pattern of ows_InternalName Tiff – N/A out of the box Web – Used for crawling external web sites XML – N/A out of the box

If it’s not a managed property, you can’t use it in search Identify what you can do with it Searchable Queryable Retrievable Allow Multiple Values Refinable Sortable Safe for Anonymous Map one or many crawled properties Managed Property Settings Searchable – Add values of this property to the full text index. Can find information on this property without needing to do keyword based searching Queryable – Do you want to be able to use this property in keyword based searches (e.g. propertyname:”value”) Retrieveable – Do you want to use this property in Display templates Allow Multiple Values – Is there a potential that this property may have multiple values Refinable – Do you want to be able to setup a refiner for this property (if used, also needs to be Queryable) Sortable – Do you want to be able to sort on this property Safe for Anonymous – Can this property be used / seen from an anonymous user Managed Property

Managed Property Configuration Options Service Application (Central Administration) Tenant (SharePoint Online Administration) Site Collection (Site Collection Administrators) Site (Site Owners) Configuration Options Service Application – Full control… create, delete change all settings. Changes effect the ENTIRE farm Tenant – Create new TEXT properties, add alias to existing properties. Changes effect the ENTIRE SharePoint Online Tenant Site Collection – Create new TEXT properties, add alias to existing properties. Changes effect the site collection and can override the Service Application / Tenant Configuration Site - Create new TEXT properties, add alias to existing properties. Changes effect the site collection and can override the Site Collection Configuration Managed Property

Web Parts Search Results Tuned for use in Search Center Paging Alerting Sorting Advanced Search Search Preferences Promoted Results Result Count Language Dropdown

Web Parts Content Search Requires Enterprise Tuned for use OUTSIDE Search Center Override Property Mappings Use with MULTIPLE web parts Limited set of Display Templates

Web Parts Highlighted Content Modern Only Filtering Tokens Sorting Layouts Successor to Content Search web part Client side web part only available in modern Initial source based on “base content types” Additional filters from select items + managed properties Filter on [Me] for person Filter on [Today] for date filters No visual customizations

Classic Search Center Utilizes SharePoint Sources Customizations Everything People Conversations Video Customizations Display Templates Result Sources Result Types Query Rules

Modern Search Center Utilizes Microsoft Graph Sources All Sites People Files Cannot customize*

Thanks for coming! Last But Not Least Please Fill Out Evaluations Drawings for Giveaways Online Participants Eval http://bit.ly/MNSPUGOnlineSurvey Today’s Presenters: Brian Caauwe Thanks for coming!