Microsoft Ignite 2016 5/18/2018 11:08 AM BRK3027 Learn best practices for creating and managing SharePoint site templates Sean Squires Senior Program Manager Microsoft SharePoint Vesa Juvonen Senior Program Manager Microsoft SharePoint © 2016 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 5/18/2018 11:08 AM Session Objectives & Takeaways Objective(s): Overview of SharePoint site templates – and what options are available in Office 365 Demonstrate current inbox template customization – and how limitations can be addressed leveraging PnP Partner Pack / Framework for remote provisioning configuration Share forthcoming self-service site provisioning updates and early thinking for how we’ll enable site configuration in the cloud Key Takeaways: There are options available today – but some are not without their challenges Microsoft is invested in providing a solid foundation to support common site configuration/reuse scenarios New site provisioning workflow is intended to lay foundation for faster site creation and more flexible configuration model © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Agenda SharePoint site templates today Remote Site Provisioning Microsoft Ignite 2016 5/18/2018 11:08 AM Agenda SharePoint site templates today Remote Site Provisioning Customer Case Study: 3M “RAS” Roadmap of what’s coming © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Site Templates Overview of current options 5/18/2018 11:08 AM Site Templates Overview of current options © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Site Provisioning Options - Compared 5/18/2018 Site Provisioning Options - Compared Server side Provisioning On-prem only Provision OOB sites, but modify them based on user selection and requirements Standardization of site creation in code Site Definition On-prem only Long term impact on costs Blocks transition to cloud Causes significant issues with future migration and upgrade Site Templates No site collection creation story Negative impact on upgrades Causes additional maintenance costs with service updates Doesn’t work w/ publishing features Web Templates Poor site collection creation story Causes maintenance costs with service updates Remote Provisioning CSOM supports creation of site collections for on-premises and cloud Standardization of site creation in code Can be done from any external system Good Fair / Average Excellent © 2014 Microsoft Corporation. All rights reserved. Microsoft, Windows, 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.

SharePoint Site Templates Microsoft Ignite 2016 5/18/2018 11:08 AM SharePoint Site Templates Pre-built definitions designed around specific business needs & features; less about design Default templates – such as Team, Project, and Communities – are great to start with, but often need to be customized for one’s business Custom site templates provide a basic way to package select features & configuration for reuse through the solution gallery © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

“Save site as template” Flow Initial configuration based on the out of the box site.. 1 3 spweb 2 spweb Assets and configuration Master Pages Page Layouts Site Features Other Settings Save Site as Template Custom tab lists template WSP files saved to local solution gallery. These files includes the details to create a new site spweb

Demo Subsite WSP package 5/18/2018 11:08 AM Demo Subsite WSP package © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Maintenance challenge with site template Template onet.xml is created by copying team site onet.xml and by adding stapled features also to onet.xml Significant differences on the outcome unless template onet.xml has been updated cross site collections with the changes which were also done for out of the box team site. <xml> onet.xml X feature activations <xml> onet.xml X feature activations <xml> onet.xml X feature activations Custom Web Template << Copy >> Custom Site Template << Copy >> Team Site Team Site <xml> onet.xml X feature activations <xml> onet.xml X feature activations +2 <xml> onet.xml X feature activations +4 Time Service updates for introducing new capabilities to team sites also using feature stapling

Site Template Summary and key limitations to consider Microsoft Ignite 2016 5/18/2018 11:08 AM Site Template Summary and key limitations to consider Admin/Dev End Users SharePoint Quick and easy subsite creation for basic configuration Reuse requires version, feature and site type parity across plans No scoping or audience targeting Doesn’t apply to ODB sites Restricted feature set (and parity required to deploy in target) Content reuse permitted w/ 50 MB limit Design assets managed separately No easy update path No Analytics Monitoring Version management Issue resolution plan Provider hosted add-in infrastructure High trust / low trust DR implications Classification No support for publishing Requires ownership @ root Scoped to site solution gallery Unable to delete if solution active Design support managed separately © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/18/2018 11:08 AM Remote Provisioning a smarter approach for site creation and template reuse © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

PnP Provisioning Engine Microsoft Ignite 2016 5/18/2018 11:08 AM PnP Provisioning Engine C# Part of the SharePoint PnP initiative deliverables Open source, community-driven Released originally spring 2015 Used in more than 500 tenants in SharePoint online during past 3 months Can be used using managed code or with PnP PowerShell Extract templates from existing sites and optional serialization Available as NuGet package for code and also from PnP PowerShell Connectors to store templates and potentially assets to file system, SharePoint or Azure storage. Connectors You can use code to create and apply templates, but you can also serialize them, if needed JSON XML .pnp OpenXML based template with configuration and assets, like images or theme definitions © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

PnP Provisioning Engine – Export/Import Microsoft Ignite 2016 5/18/2018 11:08 AM PnP Provisioning Engine – Export/Import Template site OOB site with needed configuration Empty OOB site © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

PnP Partner Pack – Reference solution Microsoft Ignite 2016 5/18/2018 11:08 AM PnP Partner Pack – Reference solution Similar to IT SCM service – permits modeling a site design (a la “canonical site”) and exporting to a persisted provisioning template for reuse. Provisioning engine used by 500+ tenants in during past 3 months UI customizations for “save site as a template” with option to save template to tenant level Admin capabilities to update all existing sites with needed changes – new branding requirements, content types, lists, etc. © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo Custom Site Creation & Configuration 5/18/2018 11:08 AM Demo Custom Site Creation & Configuration © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/18/2018 11:08 AM © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/18/2018 11:08 AM Self-Service Site Provisioning …and modern extensibility hooks for site customization © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

SharePoint: Mobile and Intelligent Intranet Native mobile experiences Team Sites Portals & Publishing Business Apps + + Office 365 Groups Microsoft Graph SharePoint Framework Security & Compliance Hybrid

SharePoint Product Roadmap Q2/Q3 CALENDAR 2016 SharePoint mobile app (iOS) SharePoint mobile app preview (Windows, Android) Modern document libraries Modern lists with Power Apps & Microsoft Flow Modern page authoring SharePoint Framework Preview Site activity and insights Office 365 Groups get team sites SharePoint home on the web Q4 CALENDAR 2016 SharePoint Framework WW Release Simple, fast site creation Team news Next gen sync of team sites SharePoint mobile app WW Release (Windows, Android) Feedback driven updates to doclibs, lists, pages, sites, apps Live People Cards H1 CALENDAR 2017 Feedback driven updates to doclibs, lists, pages, sites, apps More Microsoft Flow and PowerApps integration Publishing Sites SharePoint Add-in improvements Modern team site extensibility Performance-focused CDN integration with publishing sites Simple, fast site creation Publishing Sites Modern team site extensibility

Modern Site Creation addressing today’s challenges Microsoft Ignite 2016 5/18/2018 11:08 AM Modern Site Creation addressing today’s challenges CHALLENGE APPROACH Modern: It takes too long to create and configure a site Reduce default template footprint; infrastructure improvements (incl. asynchronous provisioning) Tyranny of Choice: deciding between site templates and groups – esp. as site need changes over time Modern self-site creation experience that defaults w/ a unified group OOB templates that just work – providing key features users need Governance: help admins govern and manage what’s created – and by whom Intelligent: Help me stop the proliferation of similar sites (help users understand what’s available) Align Office 365 and SharePoint policy settings (site creation, lifecycle, and sharing management) Extensible: help admins provide the right configurations for their business Ease: Help users easily re-create from existing sites Webhooks to facilitate custom solutions (post- creation configuration) Redesign save site as template model for cloud © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Microsoft Ignite 2016 5/18/2018 11:08 AM Site Provisioning Default experience allows users to specify a title, and optionally a secondary owner and policy setting (if configured) We are amending this experience to provide group-connected modern sites We are also decoupling this flow from the override – while still providing support for these custom experiences © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Demo Modern Self-Service Site Creation (coming soon!) 5/18/2018 11:08 AM Demo Modern Self-Service Site Creation (coming soon!) © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Site Creation Options Microsoft Ignite 2016 5/18/2018 11:08 AM 2016 Team collaboration Give it a name to get a full team site and a group Add members and set other owners and guest settings Post-configuration 2017 Publishing Create a new site Choose an intent Give it a name to get a publishing site Choose a communication style Add contributors 2017 Smart recommendations & additional extensibility Choose from recommended sites Give it a name to get a new site with similar configuration Confirm membership or other settings © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Logical flow of Site Creation WebHook Microsoft Ignite 2016 5/18/2018 11:08 AM Logical flow of Site Creation WebHook External service initiated by the WebHook call is using remote APIs (CSOM/REST) to gain access to SharePoint and to apply needed customizations WebAPI which will receive the WebHook notifications is deployed to environment, which SharePoint Online can call SharePoint Online 3 Provider Hosted add-in WebAPI https://foundation.provider.com 4 2 1 Webhook is associated to the site created event. WebAPI which will receive the WebHook notifications is deployed to environment, which SharePoint Online can call © 2016 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

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Please evaluate this session 5/18/2018 11:08 AM Please evaluate this session Your feedback is important to us! From your PC or Tablet visit MyIgnite at http://myignite.microsoft.com From your phone download and use the Ignite Mobile App by scanning the QR code above or visiting https://aka.ms/ignite.mobileapp © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/18/2018 11:08 AM © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.