Monday, December 30, 2019

15 Ways a SharePoint Team Should Work

SharePoint is an intricate platform and to succeed with it, a team should have the following aspects:

1)      Have a process for a project’s intake

2)      Get good detailed specifications for major projects

3)      Before bringing in consultants, have a clear idea what should be obtained

4)      If new requirements come down the pipe, a process should be in place to remedy efficiently

5)      Have support needed for environment tracked with proper metrics

6)      Eliminate double entry of content into systems (example if a team has a project site for tracking as well as a Team Foundation System (TFS))

7)      Have training for team employees

8)      Have process to prioritize what is being worked on

9)      Focus on communication with other teams

10)  Try to eliminate surprises – be proactive, rather then re-active

11)  When sign-off of project or enhancement is done and changes are needed, a intake process needs to be followed

12)  Have core and key documentation – readily available and organized to all team members

13)  Capture changes team makes to system thoroughly

14)  Project portfolio should be reviewed for proper capacity planning

15)  All team members should be on same page

SharePoint 10 Reasons to Use

The following are the top 10 reasons to get users engaged and using SharePoint:

1)      Gain confidence – as users can contribute to the environment – they feel comfortable in using it.

2)      Privacy via permissions – content can be maintained with permissions so items are safe, secure and confidential.

3)      Cost effective – SharePoint has competitive pricing for a collaborative engine of its magnitude.

4)      Streamline processes – easy aspects in regard to document management, workflow and record-keeping.

5)      Flexibility – as the system can evolve via out of the box customizations.

6)      Growth – the system can be expanded to accommodate user and system growth.

7)      Integration – SharePoint can integrate with Microsoft Office applications amongst other applications and connections that are available.

8)      Dialogue – via social use of blogs, wikis, etc. – users can contribute to community.

9)      Help – SharePoint has vast amounts of power user and general user guides that are available.

10)  Simplify – the environment can be depending on features turned on – to be administratively simple for users.

SharePoint Interaction Survey

When working with individuals and engaging with them on SharePoint projects, it’s important to gather some form of feedback – possibly via a survey or a face-to-face question and answer session.

Below are some questions to ask about the project:

1)      The process made it easy to complete tasks?

2)      Time was used efficiently?

3)      A personal interest for the project was displayed?

4)      Ownership of tasks was utilized?

5)      Clear expectations were set?

6)      It was demonstrated that knowledge of the situation was present?

7)      Other comments as applicable?


Wednesday, October 30, 2019

SharePoint - Office 365 Information Related Links

The following links are meant to be utilized in order to find proper documentation in regard to SharePoint - Office 365 based technologies on subject material on Microsoft related sites.
Information is broken down into these high level topics: General Information, Training Related Information, MS Teams, Search Related Information: Office 365 Related, Administrative - Miscellaneous Related.

General Information:
SharePoint Documentation:
https://docs.microsoft.com/en-us/sharepoint/

SharePoint Technical Reference:
https://docs.microsoft.com/en-us/SharePoint/technical-reference/technical-reference

In the Office 365 admin center the info in the Office 365 Training Center is useful:
https://support.office.com/en-us/office-training-center

The SharePoint Online admin site is awesome - if you utilize via a desktop the Download PDF on the left provides a great way to have a local copy of this info:
https://docs.microsoft.com/en-us/sharepoint/sharepoint-online

The SharePoint Resources gallery has lots of great info and samples on many subjects:
https://developer.microsoft.com/en-us/sharepoint/gallery/?filterBy=SharePoint,Samples

Training Related Information:
Introduction to SharePoint Online:
https://docs.microsoft.com/en-us/sharepoint/introduction

Office 365 basic videos:
https://support.office.com/en-us/article/office-365-basics-video-training-396b8d9e-e118-42d0-8a0d-87d1f2f055fb

SharePoint Online Video Training:
https://support.office.com/en-us/article/SharePoint-Online-video-training-cb8ef501-84db-4427-ac77-ec2009fb8e23

SharePoint Development Training:
https://docs.microsoft.com/en-us/sharepoint/dev/training/training

Tutorials and training material for SharePoint Development:
https://docs.microsoft.com/en-us/sharepoint/dev/training/training

What's new in SharePoint Online - SharePoint:
https://support.office.com/en-us/article/what-s-new-in-sharepoint-online-02449ef0-027e-4089-8717-f0ae7ea58029

SharePoint Help Center:
https://support.office.com/en-us/sharepoint

SharePoint Blog:
https://techcommunity.microsoft.com/t5/Microsoft-SharePoint-Blog

Microsoft Office 365 learning pathways beta preview:
https://docs.microsoft.com/en-us/office365/customlearning/

Introduction to Power Automate (Flow) approvals:
https://docs.microsoft.com/en-us/flow/modern-approvals

MS Teams:
Microsoft Teams Tips:
https://support.office.com/en-us/office-training-center/teams-tips

Add a SharePoint Page or List to a Channel in Teams:
https://support.office.com/en-us/article/add-a-sharepoint-page-or-list-to-a-channel-in-teams-131edef1-455f-4c67-a8ce-efa2ebf25f0b

SharePoint and Teams Better Together:
https://techcommunity.microsoft.com/t5/Microsoft-SharePoint-Blog/SharePoint-and-Teams-Better-Together/ba-p/189593

How SharePoint Online and OneDrive for Business interact with Microsoft Teams:
https://docs.microsoft.com/en-us/MicrosoftTeams/sharepoint-onedrive-interact/

Search Related Information:
Search Developing a solid strategy here is some good documentation:
https://docs.microsoft.com/en-us/sharepoint/dev/general-development/search-in-sharepoint

Interesting site in relation to search: - search architecture overview:
https://docs.microsoft.com/en-us/sharepoint/search/search-architecture-overview

Some useful information on the Office 365 Security Roadmap:
https://docs.microsoft.com/en-us/office365/securitycompliance/security-roadmap

SharePoint Hybrid Search Sites:
https://docs.microsoft.com/en-us/SharePoint/hybrid/sharepoint-hybrid-sites-and-search

Office 365 Related:
Office 365 roadmap:
https://www.microsoft.com/en-us/microsoft-365/roadmap

Office 365 compare of versions:
https://docs.microsoft.com/en-us/microsoft-365/

Connecting to Office 365 Groups:
https://docs.microsoft.com/en-us/sharepoint/dev/transform/modernize-connect-to-office365-group

Learn about Office 365 Groups:
https://support.office.com/en-us/article/learn-about-office-365-groups-b565caa1-5c40-40ef-9915-60fdb2d97fa2

Everyday Guide Office 365 Groups:
http://icansharepoint.com/everyday-guide-office-365-groups/

Personalizing & Improving Office 365:
https://docs.microsoft.com/en-ca/dynamics365/business-central/ui-personalization-user

IT professional resources for Office 365 in the technet gallery:
https://gallery.technet.microsoftcom/office/site/search?f%5B0%5D.Type=RootCategory&f%5B0%5D.Value=Office365

What is a SharePoint Hubsite:
https://support.office.com/en-us/article/what-is-a-sharepoint-hub-site-fe26ae84-14b7-45b6-a6d1-948b3966427f

Creating Hub Sites:
https://docs.microsoft.com/en-us/sharepoint/create-hub-site

Customize Modern Team Sites:
https://docs.microsoft.com/en-us/sharepoint/dev/solution-guidance/modern-experience-customizations-customize-sites

Customizing the "modern" experiences in SharePoint Online | Microsoft Docs:
https://docs.microsoft.com/en-us/sharepoint/dev/solution-guidance/modern-experience-customizations

SharePoint Online Files with Office 365 Labels and Data Loss Protection:
https://docs.microsoft.com/en-us/office365/securitycompliance/protect-sharepoint-online-files-with-office-365-labels-and-dlp

Office 365 Security Compliance Labels:
https://docs.microsoft.com/en-us/office365/securitycompliance/labels

Office 365 tools to help in your workflow and fine-tune content:
https://www.microsoft.com/en-us/microsoft-365/blog/2018/11/29/new-to-microsoft-365-in-november-tools-to-keep-you-in-your-workflow-and-fine-tune-content/

Office 365 - Create Labels on Managed Metadata Terms using CSOM in PowerShell from a CSV file:
https://blogs.technet.microsoft.com/fromthefield/2016/01/19/o365-create-labels-on-managed-metadata-terms-using-csom-in-powershell-from-a-csv-file/

Office 365 Scripts:
https://gallery.technet.microsoft.com/office365

Office 365 Hybrid Azure Scripts:
https://gallery.technet.microsoft.com/office/Office-365-Hybrid-Azure-354dc04c

Connect to Office 365 Security & Compliance Center PowerShell:
https://docs.microsoft.com/en-us/powershell/exchange/office-365-scc/connect-to-scc-powershell/connect-to-scc-powershell?view=exchange-ps

Office 365 Client App Support - Single Sign-On:
https://docs.microsoft.com/en-us/office365/enterprise/office-365-client-support-single-sign-on

Office 365 SharePoint migration tool:
https://docs.microsoft.com/en-us/sharepointmigration/introducing-the-sharepoint-migration-tool

Administrative - Miscellenous Related:
Webpart on a SharePoint page:
https://support.office.com/en-us/article/use-the-news-web-part-on-a-sharepoint-page-c2dcee50-f5d7-434b-8cb9-a7feefd9f165

News Webpart on a SharePoint Page:
https://support.office.com/en-us/article/use-the-news-web-part-on-a-sharepoint-page-c2dcee50-f5d7-434b-8cb9-a7feefd9f165

SharePoint Classic to Modern:
https://docs.microsoft.com/en-us/sharepoint/publishing-sites-classic-to-modern-experience

What is a SharePoint communication site?:
https://support.office.com/en-us/article/What-is-a-SharePoint-communication-site-94A33429- E580-45C3-A090-5512A8070732

SharePoint Analytics Processing:
https://docs.microsoft.com/en-us/sharepoint/search/overview-of-analytics-processing#BKMK_TheDifferentType

SharePoint Administrative Backup:
https://docs.microsoft.com/en-us/sharepoint/administration/backup

Use the Page Diagnostics for SharePoint tool:
https://docs.microsoft.com/en-us/office365/enterprise/page-diagnostics-for-spo

Data Loss Protection (DLP) in Office 365 information:
https://docs.microsoft.com/en-us/office365/securitycompliance/protect-sharepoint-online-files-with-office-365-labels-and-dlp

PowerApps subject matter documentation:
https://docs.microsoft.com/en-us/powerapps/

A great resource for PowerApps info that allows one to search for info:
https://powerapps.microsoft.com/en-us/search/documentation/

Desired State Configuration (DSC) overview information:
https://docs.microsoft.com/en-us/powershell/dsc/overview

Desired State Configuration (DSC) the DSC Resources on github:
https://github.com/PowerShell/DscResources

SharePoint Online Management Shell:
https://docs.microsoft.com/en-us/powershell/sharepoint/sharepoint-online/connect-sharepoint-online?view=sharepoint-ps

Creating a Team Site in SharePoint:
https://support.office.com/en-us/article/create-a-team-site-in-sharepoint-ef10c1e7-15f3-42a3-98aa-b5972711777d

Hybrid for SharePoint Server | Microsoft Docs:
https://docs.microsoft.com/en-us/sharepoint/hybrid/hybrid

Download SharePoint Hybrid worksheets from Official Microsoft Download Center:
https://www.microsoft.com/en-us/download/details.aspx?id=41956

Using Metadata and Classification in Records Management - SharePoint Server:
https://docs.microsoft.com/en-us/sharepoint/governance/records-management-in-sharepoint-server

Azure Turbo Mode:
https://support.quest.com/metalogix/help/Essentials/WebHelp/azure_turbo_mode.html

Using templates to create different kinds of SharePoint sites:
https://support.office.com/en-us/article/Using-templates-to-create-different-kinds-of-SharePoint-sites-449eccec-ff99-4cf3-b62e-dcfee37e8da4

Share your Flows with Office 365 Groups and SharePoint Lists, Connector Updates, and Analytics with Error Details:
https://flow.microsoft.com/en-us/blog/share-with-sharepoint-office-365/

PowerShell scripts to help with SharePoint Hybrid Set-up:
https://www.microsoft.com/en-us/download/details.aspx?id=51490

New and improved features in SharePoint Server 2019:
https://docs.microsoft.com/en-us/SharePoint/what-s-new/new-and-improved-features-in-sharepoint-server-2019

Create the SharePoint Server 2019 farm for a database attach upgrade:
https://docs.microsoft.com/en-us/sharepoint/upgrade-and-update/create-the-sharepoint-server-2019-farm-for-a-database-attach-upgrade

Verify database upgrades in SharePoint Server 2019 | Microsoft Docs:
https://docs.microsoft.com/en-us/sharepoint/upgrade-and-update/verify-upgrade-for-databases-2019

PowerApps Support for On-Premise:
https://powerapps.microsoft.com/en-us/blog/support-for-sharepoint-on-premises/

PowerApps Canvas Apps Connections:
https://docs.microsoftcom/en-us/powerapps/maker/canvas-apps/connections-list

Develop SharePoint Workflows using Visual Studio:
https://docs.microsoft.com/en-us/sharepoint/dev/general-development/develop-sharepoint-workflows-using-visual-studio

Workflows Included with SharePoint:
https://support.office.com/en-us/article/overview-of-workflows-included-with-sharepoint-d74fcceb-3a64-40fb-9904-cc33ca49da56

Configure SQL Server security for SharePoint Server | Microsoft Docs:
https://docs.microsoft.com/en-us/sharepoint/security-for-sharepoint-server/configure-sql-server-security-for-sharepoint-environments

SharePoint General Development Search:
https://docs.microsoft.com/en-us/sharepoint/dev/general-development/search-in-sharepoint

When to use the Content Query Web Part or the Content Search Web Part in SharePoint:
https://support.office.com/en-us/article/When-to-use-the-Content-Query-Web-Part-or-the-Content-Search-Web-Part-in-SharePoint-346A0F48-38DE-409B-8A58-3BDCA1768929

SharePoint Backup and Recovery Overview:
https://docs.microsoft.com/en-us/sharepoint/administration/backup-and-recovery-overview

Configure SharePoint Cloud Hybrid Search:
https://docsmicrosoft.com/en-us/sharepoint/hybrid/configure-cloud-hybrid-searchroadmap

List Organization Chart in SharePoint:
https://www.enjoysharepoint.com/create-organization-chart-in-sharepoint/

Developer SPFX Setup SharePoint Environment:
https://docs.microsoft.com/en-us/sharepoint/dev/spfx/set-up-your-development-environment

PowerBI:
https://docs.microsoft.com/en-us/power-bi/

Getting Started with Windows Powershell:
https://docs.microsoft.com/en-us/powershell/scripting/getting-started/getting-started-with-windows-powershell?view=powershell-6

Scripting Blog:
https://devblogs.microsoft.com/scripting/

Dynamics 365 SharePoint Integration:
https://docs.microsoft.com/en-us/power-platform/admin/set-up-sharepoint-integration

Overview of creating apps on PowerApps:
https://docs.microsoft.com/en-us/powerapps/maker/Ok

Understand the Delegation in a PowerApp:
https://docs.microsoft.com/en-us/powerapps/maker/canvas-apps/delegation-overview

Connect to your on-premises data sources from PowerApps using on-premises data gateway:
https://powerapps.microsoft.com/en-us/blog/connect-to-your-on-premises-data-sources-using-on-premises-data-gateway-from-powerapps/

Monday, December 31, 2018

SharePoint Kindle Books

Several of my SharePoint Kindle store books are as such:

Office 365 - SharePoint Online Instructor Guide:
https://www.amazon.com/dp/B077VS4PYF

SharePoint 2016 Content Editor Instructor Guide:
https://www.amazon.com/dp/B01HW3G5FQ

The Art & War of SharePoint:
https://www.amazon.com/dp/B01FYTV2AS

SharePoint 2013 With A Project Management Mindset!
http://www.amazon.com/dp/B00PQ2G65K

Thursday, August 9, 2018

SharePoint Strategic Thinking Plan

In regard to SharePoint, it’s important to have a strategic plan – that utilizes specific thinking and thoughts:
 
·         Break down items into manageable pieces that can be accomplished in a given timeframe.

·         What do you want the SharePoint environment to do?

·         What are the current features and long-term desired features?

·         What are the resource needs to run the environment?

·         How will end uses be educated – on the features and functionality?

·         Where is the SharePoint environment overall and where should it be organizationally?

·         What are the needed customizations to the environment and how will they be requested and implemented?
 
View Video:

SharePoint Worse Case Scenarios

In regard to SharePoint, the following items may need to be addressed as worst case to be addressed so that a positive result is always obtained:

·         What if SharePoint can’t be sold as a content and document management tool?

·         What if the environment goes down how will this effect revenue?
 
·         What if SharePoint can’t process forms - how will this affect the business?

·         What if an individual can’t obtain the need permissions until after a 24-48 hour approval process – how will this affect the business?

·         What if a developer or administrator is out of the office – who is the back-up?

·         What if a developer or administrator quit – how will this affect the business?

View Video: