SharePoint Architect's Planning Guide

SharePoint Architect's Planning Guide

by Patrick Tucker
Released August 2022
Publisher(s): Packt Publishing
ISBN: 9781803249360

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Book description

A practical handbook with proven recommendations and design considerations for creating elegant SharePoint solutions and integrating with other collaboration tools to build value for your organization

Key Features

  • Learn how to structure sites, pages, and data with effective metadata
  • Understand the modernization of SharePoint over time and discover ways to leverage its out-of-the-box features
  • Fit all the pieces together across cloud tools like Teams, OneDrive, Planner, and Forms

Book Description

After opening a toolbox full of tools, it can initially be hard to know which is the right one for the job – which tool works best and when. Showing you how to create an informed and purposeful plan for SharePoint Online in the context of the Microsoft 365 suite of tools is what this book is all about.

SharePoint Architect's Planning Guide will help you understand all you can do with SharePoint. Whether the tools are new to you or you’ve used the older versions in the past, your journey will start by learning about the building blocks. This book is not a step-by-step guide; there are tons of online resources to give you that and to help you better keep up with the pace of change. This book is a planning guide, helping you with the context, capabilities, and considerations for implementing SharePoint Online in the most successful way possible. Whether you need to plan a new intranet, migrate files to a modern platform, or take advantage of tools such as Power Platform, Teams, and Planner, this guide will help you get to grips with the technology, ask the right questions to build your plan, and successfully implement it from the technical and user adoption perspectives.

By the end of this Microsoft book, you’ll be able to perceive the toolbox as a whole and efficiently prepare a planning and governance document for use in your organization.

What you will learn

  • Find out how to build or migrate to an effective modern intranet
  • Explore how SharePoint works with other Microsoft 365 tools
  • Discover best practices for extending SharePoint
  • Understand the ways to implement effective metadata
  • Plan for successful adoption and change management
  • Explore best practices for site and data architecture

Who this book is for

This book is for any IT professional looking for an all-encompassing view of the collaboration tools in Microsoft 365 to plan for successful SharePoint adoption. This book will benefit long-time SharePoint on-premises administrators making a leap to the cloud, as well as IT architects with experience in other areas who’ve never worked with SharePoint.

Table of contents

  1. SharePoint Architect’s Planning Guide
  2. Contributors
  3. About the author
  4. About the reviewer
  5. Preface
    1. Who this book is for
    2. What this book covers
    3. To get the most out of this book
    4. Download the color images
    5. Conventions used
    6. Get in touch
    7. Share Your Thoughts
  6. Part 1:From Farm to Cloud
  7. Chapter 1: Classic versus Modern SharePoint
    1. Understanding modern building blocks
      1. Sites
      2. Lists and libraries
      3. Pages
      4. Web parts
      5. Navigation
    2. Remembering the classic experience
    3. SharePoint Online – a mixed skyline
    4. The paths to modern
      1. Modern from scratch
      2. Modern from classic
      3. Swapping to modern
    5. Hybrid workloads
    6. Additional features
    7. IT governance
      1. External sharing
      2. Settings
    8. Summary and planning document
      1. Configuration and governance
      2. Site planning
      3. Architecture
    9. Further reading
  8. Chapter 2: Making the Move – Migration Options and Considerations
    1. Moving day – getting ready to migrate
    2. Picking the right movers – migration tools
      1. The SharePoint Migration Tool (SPMT)
      2. Migration Manager
    3. Helper tools
      1. The SharePoint modernization scanner
      2. Stream migration tool
    4. Potential problem spots
      1. Features and templates
      2. Custom solutions
      3. Heavy branding
      4. InfoPath and SharePoint Designer
    5. Timing is everything – planning a successful migration
      1. How big is the truck?
      2. Options for efficiency
      3. Make a communications plan
    6. Summary and planning document
      1. Content sources to migrate
      2. Migration tools
      3. Customizations to migrate
    7. Further reading
  9. Chapter 3: Modern Options for Customizing SharePoint Online
    1. What still works and what doesn’t
      1. Development
      2. Customization
    2. Site templates for reusable provisioning
      1. Site scripts
      2. Site template
      3. Template scoping
    3. Implementing branding with site themes
    4. Formatting lists and adaptive cards with JSON
      1. Column formatting
      2. Advanced column formatting
      3. View formatting
      4. Adaptive cards
    5. Frameworks for development
      1. Provisioning
      2. UX extensibility
      3. APIs and scripting
    6. Summary and planning document
      1. Branding and templating
      2. Formatting
      3. Development and provisioning
  10. Part 2:From Lone Wolf to Pack Leader – SPO Integrations with M365
  11. Chapter 4: Understanding M365 Groups as the Foundation of Collaboration
    1. The role of M365 groups in collaboration
      1. Who’s in the group?
      2. Congratulations! It’s a group!
      3. The Team site
      4. The mailbox and calendar
    2. Provisioning and life cycle
      1. Chaos and control
      2. Naming and expiration
    3. Making good connections – Office 365 connectors
      1. The connector web part
    4. Security and sensitivity
      1. Guest access
      2. Labeling our groups
    5. Summary and planning document
  12. Chapter 5: Integrating SharePoint Online and Other Collaboration Tools
    1. SharePoint behind every team and Yammer community
      1. Teams and SharePoint
      2. Yammer communities
    2. Using Microsoft Lists to store and view data
      1. Creating a list
      2. List views
      3. List formatting
      4. Data entry
    3. Using Forms for surveys and polls
      1. Creating forms
    4. SharePoint, Stream, and video files
      1. Stream on SharePoint
      2. Viewing videos
      3. Islands in the Stream – making the transition
    5. Making plans and managing tasks
      1. Personal tasks
    6. Summary and planning document
      1. Teams and communities
      2. Microsoft Lists
      3. Forms for surveys and polls
      4. Video files
      5. Managing tasks
  13. Chapter 6: Making SharePoint More POWERful
    1. The low-code revolution – introduction to Power Platform
    2. Workflow implementation with Power Automate
      1. SharePoint integrations
    3. Forms customization with Power Apps
      1. Power Apps and SharePoint
      2. A connected app
      3. Generated apps
      4. Deployment
    4. Visualizing data with Power BI
      1. Using connectors to extend Power Platform across M365
      2. Power Platform governance
    5. Summary and planning document
      1. Power Automate:
      2. Power Apps:
      3. Power BI:
      4. Governance:
  14. Part 3:From Tall to Flat – SPO Information Architecture
  15. Chapter 7: Up with Hubs, Down with Subs – Planning Hub Sites
    1. Site templates and the role of hubs
      1. Defining hubs
    2. Subpar subsites – the benefits of flat architecture
      1. Where should sites live?
    3. Hub site benefits – roll up and push down
      1. Rolling up – data floats to the top of the hub
      2. The extended site family – child hubs
    4. Hubs and global navigation
      1. The home site
      2. Global navigation
    5. Viva Connections – bringing the intranet to Teams
      1. Dashboard and feed
    6. Summary and planning document
  16. Chapter 8: The Mega World of Metadata
    1. The crucial role of metadata in SPO
      1. Understanding the options
    2. Site columns, content types, and document templates
      1. Getting started
      2. Missing metadata
      3. Reusing metadata
      4. Content types – packages of metadata
      5. Document templates
    3. Managed Metadata
    4. SharePoint Syntex and Viva Topics
      1. SharePoint Syntex
      2. Viva Topics
    5. Metadata on a mission – retention and sensitivity labels
      1. Retention labels
      2. Sensitivity labels
    6. Summary and planning document
      1. Sources of metadata
      2. Applying metadata
      3. Retention and sensitivity
  17. Chapter 9: Keeping Things Secure – Permissions, Sharing, and DLP
    1. M365 groups, Azure AD groups, and SharePoint permissions
      1. SharePoint groups
      2. Hub site permissions
      3. Team sites versus communication sites
      4. Combining types of groups
    2. How to control access to sites and content
      1. Permission levels
      2. Requesting access
      3. Breaking inheritance
    3. Best practices and concerns for sharing content
    4. Controlling sharing
      1. Sharing links
    5. Using DLP to manage external sharing
      1. DLP policies
      2. Creating a policy
      3. Sharing alerts
    6. Summary and planning document
      1. Permissions
      2. Sharing
  18. Part 4:From Current to Change
  19. Chapter 10: The Human Side of SharePoint – Adoption and Managing Change
    1. Defining adoption and change management
      1. Adoption
      2. Change management
    2. Preparing for successful SharePoint Online adoption
      1. Defining the change and making the case
      2. Anticipating resistance
      3. Building the adoption team
    3. Planning for successful change
      1. Communications plan
      2. Sponsor plan
      3. Coaching plan
      4. Training plan
      5. Resistance management plan
    4. Measuring successful change
      1. Quantitative – measuring usage
      2. Behavioral – measuring changes in how work gets done
      3. Qualitative – sentiment analysis
    5. Implementing successful change with ProSci ADKAR
    6. Sustaining successful change with self-service learning
      1. Viva Learning
      2. M365 Learning Pathways
    7. Summary and planning document
  20. Index
    1. Why subscribe?
  21. Other Books You May Enjoy
    1. Packt is searching for authors like you
    2. Share Your Thoughts

Product information

  • Title: SharePoint Architect's Planning Guide
  • Author(s): Patrick Tucker
  • Release date: August 2022
  • Publisher(s): Packt Publishing
  • ISBN: 9781803249360