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Modern SharePoint Capabilities

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Presentation on theme: "Modern SharePoint Capabilities"— Presentation transcript:

1 Modern SharePoint Capabilities
Mohammad Reza Dorrani Regional Technical Practice Lead at Catapult Systems

2 Agenda Differences between Modern and Classic SharePoint
Modern Sites (O365 Group Team Sites, No Group Team Sites and Communication Sites) Modern Site Themes (Branding) Modern Site Designs (Site Templates) Modern Lists/Libraries Modern Pages SharePoint Online Hub Sites

3 Modern Vs Classic

4 Comparison Technology
Components Modern Classic Technology Designed from the ground up to work on mobile devices using modern web development standards. Written in JavaScript and runs on your device for a faster, natively mobile responsive application experience Based on Microsoft’s ASP.NET web technology which uses the server - client model A post back(request) is from the client (Browser) to the server and then back to the client Responsiveness Responsive by design. Mobile friendly Not responsive Speed Faster - Most of the page is created in the web browser (client) Slow - Most of the page is created on server and the response is sent back to the client Branding Customizing Master Pages in SharePoint Online is not recommended by Microsoft. Use Site Themes for basic branding. Master page can be customized – include CSS, JavaScript injection etc.

5 Comparison Components Modern Classic Team Sites Modern Team Sites are backed up by O365 Groups providing wider collaboration ( , Planner, Team Site etc.) Not connected to an O365 Group Can be modernized (upgraded to an O365 Group connected Team Site) Extensibility Extensible with SharePoint Framework (SPFx) Extensible with custom web parts Safer to customize Built in Locations (Application Customizers) for top and bottom user interface customizations. Designed to not break UI (DOM) as SharePoint evolves and changes Customizations may break UI (DOM) as SharePoint evolves and changes Templatizing Site Designs and Site Scripts Site Templates Lists/Library Improvements Improvements in UI, Filtering, Sorting, List view Threshold, Column Formatting, Row Formatting etc. No new investments

6 Comparison Components Modern Classic News Create Modern News pages (rollup to SharePoint Home or Mobile) Does not support Modern News SPO Hub Sites Connect a number of Site Collections with a common Hub navigation, shared theme, News and other roll-ups and ability to search across all Hub connected sites Limited capability Modern Classic UX Challenges Team Sites (Modern) and Communication Sites are Modern The SharePoint Online root site collection is classic by default (Team site – classic) – New command to convert root site to communication site coming soon. New tenants have communication site at root Web Parts and Customizations Modern Web parts (SPFx) are client based and responsive. Modern web parts work on both classic and modern pages. First party web parts use SPFx Classic web parts only work on classic pages Future Investment Yes No - However,  Microsoft has been very clear that they're not turning off classic sites any time soon

7 Demo Modern Sites

8 Modern Sites

9 Communication sites A SharePoint communication site is a great place to share information across the organization. Share news, reports, statuses, and other information in a visually compelling format. The purpose of a communication site is similar to the purpose of classic publishing sites, but don't rely on publishing site infrastructure. (Page Approval Flow for publishing like experience) 3 default site designs Topic to share information such as news, events, and other content. Showcase to use photos or images to showcase a product, team, or event. Blank to create your own design Not backed by an O365 Group Full Width column No left navigation

10 Team sites – Group connected
Ideal for collaboration for organizational teams to work together Backed by O365 Groups (You can create Office 365 Groups from a variety of tools including Outlook, SharePoint, Planner, Teams and more) Creation of Modern Team Site automatically triggers creation of O365 Group and vice-versa The home page of a SharePoint Online modern team site gives you immediate visibility into site activity and important documents, with quick access to Office 365 Groups, its members and associated Office 365 apps Mobile friendly Team sites can be private or public – private by default O365 group Owners – Site collection admins O365 group Members – Site Members (Edit) The default security setting cannot be updated

11 No Group Team Sites Ideal for collaboration for organizational teams to work together Not Backed by O365 Groups Mobile friendly Modern sub sites are Team Sites

12 Demo Modern Sites

13 Site Themes

14 Site Themes SharePoint admins and Global Admins have the ability for applying custom styles and colors available as themes to the organization and make them available to site owners. Themes are defined in a JSON schema that stores color settings and related metadata for each theme. An online Theme Generator tool that you can use to define new custom themes. Themes generated by organization will be listed under Company Themes Microsoft Generated Themes will be listed under SharePoint Themes The following predefined themes are available by default: Blue, Orange, Red, Purple, Green, Gray, Dark Yellow (inverted theme), Dark Blue (inverted theme) For more information about default themes, see SharePoint site theming: JSON schema. Option to hide the SharePoint/default Themes The theme generator definitions do not currently include the "error" or "accent" color slots. These can be manually added to your generated definition before uploading to the tenant.)

15 Site Theme Commands The following cmdlets are available for managing site themes from PowerShell: Add-SPOTheme Creates a new custom theme, or overwrites an existing theme to modify its settings. Get-SPOTheme Retrieves settings for an existing theme. Remove-SPOTheme Removes a theme from the theme gallery. Set-SPOHideDefaultThemes Specifies whether the default themes should be available. Get-SPOHideDefaultThemes Queries the current SPOHideDefaultThemes setting.

16 Site Theme – JSON Object Example
{ name: 'Blue', isInverted: true, backgroundImageUri: '', theme: { themePrimary: "#00bcf2", themeLighterAlt: "#00090c", themeLighter: "#001318", themeLight: "#002630", themeTertiary: "#005066", themeSecondary: "#00abda", themeDarkAlt: "#0ecbff", themeDark: "#44d6ff", themeDarker: "#6cdfff", neutralLighterAlt: "#2e3340", neutralLighter: "#353a49", neutralLight: "#404759", neutralQuaternaryAlt: "#474e62", neutralQuaternary: "#4c546a", neutralTertiaryAlt: "#646e8a", neutralTertiary: "#c8c8c8", neutralSecondaryAlt: "#d0d0d0", neutralSecondary: "#dadada", neutralPrimaryAlt: "#eaeaea", neutralPrimary: "#ffffff", neutralDark: "#f4f4f4", black: "#f8f8f8", white: "#262a35", primaryBackground: "#262a35", primaryText: "#ffffff", bodyBackground: "#ffffff"; bodyText: "#333333"; disabledBackground: "#f4f4f4"; disabledText: "#c8c8c8"; error: "#ff5f5f"; accent: "#ffb900"; }  If isInverted is set to True, neutral colors such as NeutralDark and NeutralLight will be reversed.

17 Demo Site Themes

18 Application Customizers - SPFx
Application Customizers provide access to well-known locations on SharePoint pages that you can modify based on your business and functional requirements Top Placeholder and Bottom placeholder Similar to UserCustomAction (JS injection) The key difference or advantage with SharePoint Framework (SPFx) Extensions is that your page elements won't change if changes are made to the HTML/DOM structure in SharePoint Online.

19 Coming Soon Create mega-menus for Navigation with numerous styles – site specific (Global mega- menus on the roadmap) Site footer feature allowing for a consistent footer across all pages in a site Site header layouts will now be more flexible allowing for different visual options (standard, minimal, compact) & shy header Section background color can be customized

20 Site Designs

21 Site Designs Site Designs are equivalent to Site Templates.
Use site designs to : Application of specific configurations or business logic consistently when new sites are created Update existing sites with common site elements Add customizations to OOTB design templates Configuring sites associated with hub or join sites to hub Applies to Modern and classic sites Site Designs comprises of one or more Site Scripts A site script is a JSON string that contains actions to be executed by the site design Examples of actions - Create lists, libraries, site columns, content types, list columns, add site theme, trigger MS Flow, etc. By default, a site design can be viewed by everyone when it is created Site designs can be scoped for a user or a mail-enabled security group. This is useful to ensure that people only see the site designs intended for them.

22 Anatomy of a site script
{ "$schema": "schema.json", "actions": [ "verb": "applyTheme", "themeName": “My Custom Theme Name" }, "verb": "createSPList", "listName": “Student", "templateType": 100, "subactions": [ "verb": "SetDescription", "description": “This list contains all student information" { "verb": "addSPField", "fieldType": "Text", "displayName": “Class Name", "isRequired": false, "addToDefaultView": true }, "fieldType": "User", "displayName": “Student", "addToDefaultView": true, "isRequired": true { "verb": "addSPField", "fieldType": "Note", "displayName": "Notes", "isRequired": false } ] ], "version": 1 JSON schema reference

23 Scoping The following cmdlets are available for managing site designs and site scripts from PowerShell: Add-SPOSiteScript Add new site script Add-SPOSiteDesign Add new site design Get-SPOSiteDesign Get site designs Get-SPOSiteDesignRights Get site design access Get-SPOSiteScript Get site scripts Grant-SPOSiteDesignRights Grant site design access to user or groups Invoke-SPOSiteDesign Invoke site design for site Remove-SPOSiteDesign Remove site design Remove-SPOSiteScript Remove site script Revoke-SPOSiteDesignRights Revoke site design access Set-SPOSiteDesign Update existing site design Set-SPOSiteScript Update existing site script Web Template ID 64 – Team Site 68 – Communication Site

24 Demo Site Designs

25 New Actions Site Settings
setRegionalSettings - Used to configure the regional settings of the site setSiteExternalSharingCapability - Used to manage guest access Lists & Libraries createSiteColumn - Defines a new site column that can then be associated to a list directly or using the addContentType action addSiteColumn - Subaction to add a previously defined site column directly to a list or content type createContentType - Defines a new content type that can then be associated to a list using the addContentType action addSPView - Defines and adds a view to the list addSPFieldXml - Enables defining fields and their elements using Collaborative Application Markup Language (CAML) setSPFieldCustomFormatter – Column Formatting (JSON based)

26 New Actions Apps & Solutions
installSolution  - Install add-in or SharePoint Framework solution from the tenant app catalog associateExtension -Associate SharePoint Framework extension associateFieldCustomizer - Registers field extension for a list field associateListViewCommandSet - Associates a ListViewCommandSet Hub Sites joinHubSite – Join site to a hub site Miscellaneous triggerFlow action supports additional site properties joinHub action has now also name parameter Invoke-SPOSiteDesign cmdlet to apply Site Design to an existing site (also supported through APIs) Site design default preview image

27 Coming soon Get-SPOSiteScriptFromList – ListUrl <url of list>
Returns the JSON structure for the listurl defined Add-SPOSiteDesignTask Execute large site scripts (up to 100k characters) Site designs can be executed directly from the UI Site Settings will list all the site designs executed with a detailed report of the results (UI)

28 Limitations A max of 30 site scripts and 20 site designs per tenant
Each site script has a 20k character limit (Use Flow and Rest API calls to invoke multiple site designs) Each site design is limited to 30 cumulative actions (inclusive of sub actions)

29 Modern Pages

30 Modern Pages Modern pages provide a fast, easy way to build responsive pages (mobile friendly) Less structured and easier to create With modern pages, the layout is flexible and can be changed at any time (multiple layout options available) (page designs - coming soon) Modern pages use modern web parts Modern pages do not support classic web parts whereas modern web parts work in both classic and modern For security reasons, modern web parts do not allow for the insertion of code like JScript. Modern page layout full width option is currently available for only the Communication site template For developers, the SharePoint Framework allows for the building of custom modern web parts that show up right in the web part toolbox. The SharePoint Framework also allows for custom extensions like application customizers, field customizers, command sets & web parts

31 SharePoint Home The SharePoint Online home page in Office 365 is a modern page experience where you can easily find and access SharePoint sites within your organization (security is respected) The page comprises of News from the sites you're following Sites you visit frequently Suggested news. Create sites and News articles (if your administrator has enabled the ability to do so). Featured Links showcased by administrator Search across SharePoint workspace

32 SharePoint News An out of the box content distribution service
Built on modern pages and web parts to create news posts Integrated into MSFT Teams to expand reach Personalized news rollups delivered to SharePoint mobile and O365 Home page Stored in Site Pages Library Include external articles as news link (new) News Digest (coming soon) Organizational News – corporate communications – designate site as official new portal for organization (coming soon)

33 Demo Modern Pages

34 Modern Web Parts Hero - great way to bring focus and visual interest to your page. You can display up to five items in the Hero web part and use compelling images, text, and links to draw attention to each Events - to add and display upcoming events on your page Group Calendar – O365 Group calendar Bing Maps – to add a map to the page File viewer - Use this to insert a file on your page. File types you can insert include Excel, Word, PowerPoint, Visio, .PDFs, 3D Models and more Highlighted content - Use this web part to dynamically display content based on content type, filtering, or a search string. People - The People web part allows you to display a selected group of people and their profiles on your page. Quick links - Using this web part, you can "pin" items to your page for easy access Site activity - This web part automatically shows recent activity on your site, such as files uploaded, edits made, lists and libraries created, and so on Sites, Text, Weather, Yammer, PowerApps, Planner, News etc.

35 Modern Lists/Libraries

36 Key Features The modern document library and list experience in SharePoint Online is faster, mobile friendly and easier to use UI Modernized to match One Drive experience Thumbnail and List Views Contextual Commands Responsive UI Copy and move files using the command bar Predictive Indexing (5,000 item view limit addressed) Column resizing (double click column name to expand or click and drag) Easy schema updates (create new list scoped columns from the UI) Column Formatting – Apply styling to a column View Formatting – Apply styling to a row Attention Views to highlight missing data

37 Key Features Add files as links instead of copying them between sites
Easily resize, sort, filter, and group columns, and create custom views Show/hide/reorder existing columns from view in UI Highlight key content using Pin feature (Every View/Folder combinations has its own pinning - Minimum contribute rights needed to perform pinning of files) Upload entire folder (drag and drop) Group By Metadata Tagging Details Pane – document preview, update metadata on the fly, recent activity, sharing information etc. PowerApps (form customization, app design) and Flow capabilities (workflows) Easy sync using the OD4B sync client

38 Coming soon Document library file restore – similar to OneDrive file restore Create lists from excel or create list based on another list Quick conditional formatting without JSON scripts Column totals (sum, average, max etc.)

39 Control modern or classic experience
Tenant level configuration: Go to your SharePoint admin center, go to Settings, and update the SharePoint Lists and Libraries experience. Site or Web level: To configure the experience at the web or site level, use PowerShell (hidden features) List/Library level: If you want to control the experience at the library level, you can go to List settings > Advanced settings, and change the behavior. Note: The settings at the library level override the settings at the web, site, or tenant level.

40 Auto Switch to Classic Experience
Column types like external data columns, geolocation columns, publishing columns Content Organizer Document Set welcome pages JSLink code on fields or views CustomActions List templates other than Document Library, Custom List, Announcements List, Links List, Picture Library, Asset Library, Promoted Links, Form Library and Wiki Page Library

41 Demo Modern Lists/Libraries

42 Hub Sites

43 Site Architectures – Hierarchical (Sub Sites)
Home (Site Collection) Home (Site Collection) HR (Site Collection) IT (Ste Collection) HR (Subsite) IT (Subsite) Finance (Subsite) Subsite Subsite Subsite Subsite Subsite

44 Subsite Advantages Quick and easy to build. “Create Subsites” permission associated. Can show in parent navigation depending on navigation settings Subsites can inherit permissions, features, content types, site columns, settings etc. from parent Managed Term sets can easily be shared across all subsites within a Site Collection if the term set is created at the site collection level. Common Branding + Global Navigation (top navigation) Site Contents – list all subsites related to the site collection Sub sites can be modern (coming soon)

45 Subsite Disadvantages
A reorganization will require sub sites to be moved across site collections or to another sub site which will update the Url and links may break. Content DB size limitations URL length restrictions (400 SPO and 250 for on premise) The new Labels/Policies in Security and Compliance center are published at a site collection level, not a subsite level. Subsites if parent to another sub site cannot be deleted.

46 Site Architectures – Flat (Site Collections)
Benefits Policies IT Apps Policies HR IT IT Services New Hires

47 Site Collection Advantages
Boundary for permissions – each site collection has its own unique groups Boundary for Storage – amount of storage is isolated. Boundary for Search – search targeted for site collection. Can also be scoped across multiple site collections. Boundary for Features - activate features at a site collection level. The new Labels/Policies in Security and Compliance center are published at a site collection level Hence each site collection can have Labels specific to the site collection. External sharing can be enabled on a per site collection basis. Site collections no longer in use can easily be deleted without any dependencies New SharePoint Admin Center (preview) – site analytics per site collection – usage etc.

48 Site Collection Disadvantages
It is a boundary for navigation which means navigation is not shared across site collections Content types and site columns can be defined at a site collection level but cannot be easily shared across site collections. (Content Type hub) Common Branding - site collections Governance

49 SharePoint Hub Sites – to the rescue !!!
Site Collection Drawbacks No Common Branding No Global Navigation No related Search No Content Rollup

50 SharePoint Hub Sites Relate/Group multiple site collections together
Key features Cross-site navigation (global navigation) Consistent look-and-feel across sites (Site Theming) Roll up news and site activity Search across related sites Admins promote site to be a hub site, other sites join to hub

51 Sites – Intranet Building Blocks
Team Sites Admins or Users can create Can be associated with Hub Sites Hub Sites Admins can create Can be a team or communication site Communication Sites Admins or Users can create Can be associated with Hub Sites Share the following key elements: Navigation (Global Navigation – defined at the hub site collection) Theme and Logo (defined at the hub site collection) Search Scope (hub site – can search all associated site) Rollup – News, Activities & Content across all associated sites

52 Demo Hub Sites

53 SharePoint Hub Sites - PowerShell
Connect to your SharePoint Online tenant Connect-SPOService -Url <tenant url> Convert an existing modern site (team or communication) to a Hub. Register-SPOHubSite <team or comm site url> Get information regarding a specific Hub site Get-SPOHubSite <hub site url> Update information regarding a specific Hub site such as the hub title, hub logo, and hub description. Set-SPOHubSite <hub site url> -Title “new title" –LogoUrl <new logo url> -Description “new hub description“ Associate a site with a hub site Add-SPOHubSiteAssociation <site url> -HubSite <hub site url>

54 SharePoint Hub Sites - PowerShell
Remove the hub association for a site to remove it from a hub Remove-SPOHubSiteAssociation <associated site url> Unregister a hub site Unregister-SPOHubSite <hub site url> Configure Permissions for who is allowed to join a hub site Grant-SPOHubSiteRights Remove-SPOHubSiteRights Only the groups or users specified can associate their site to a hub site Note : Rest API and PnP PowerShell are available

55 SharePoint Hub Sites – Modern Web Parts
News web part - Published news articles on an associated site surfaces on hub site’s home page. Highlighted Content– Rollup content from associated sites Sites – Rollups all associated sites along with site activity Events (coming soon) Search When you search for content from a hub site, results include content from all associated sites Note: Search, content rollups will respect the security of the associated sites. Hub Sites do not impact the site security.

56 SharePoint Hub Sites - Limitations
Hubs cannot be added to other hubs. No nesting. A site cannot be associated with multiple hubs Global Navigation is not security trimmed (coming soon) Hub sites are only available for SharePoint Online. Registering a Hub requires admin access. Maximum 100 hubs per tenant Classic sites also work with hub, but with limited functionality

57 SharePoint Hub Sites – Key Takeaways
Group related sites together Defined by Tenant Admins (PowerShell or Rest Api) Can be a Team or communication site Hub Owners define navigation, branding etc. Associated Sites Can be team or communication site Owner decides which hub site to join Can only join hub sites wherein permission has been granted Inherits Navigation, Branding, Logo Roll up web parts – Highlighted Content, News, Sites etc. Trigger flow approvals on hub site joins

58 SharePoint Hub Sites – Coming Soon
Navigation – Audience Targeting & Permissions Trimming Navigation – Metadata Driven Register site as Hub through UI (new admin center) Create a site from a Hub site will directly associate the site with the hub Trigger site designs on Hub join

59 Modern Capabilities - Key Takeaways
Modern SharePoint along with Microsoft Teams, O365 Groups etc. are the backbone of your digital workspace Classic and Modern SharePoint can run alongside each other while you Modernize your classic SharePoint Sites – link Modern has Responsive Behavior, Mobile Ready, Improved User Experience Hub Sites for designing compelling intranet - Relate/Group multiple site collections together Sub sites can also be modern (Team Site) SharePoint online root site is still classic (add modern pages to classic sites) Start designing custom web parts and branding customizations using SharePoint Framework (SPFx) Modern web parts work both in classic and modern sites Note : Microsoft has been very clear that they're not turning off classic sites any time soon

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61 IMPORTANT NOTES Wi-fi: KU-Passport | Username: kuec_100818| Password: Jayhawk2018 Tweet contest: | Use hashtag #SPSKC and be in the top 4 at 4:00p to win a prize Lunch is BBQ buffet at 11:10p in the ballroom Prize drawing at closing (3:50pm) – must be in attendance to win SharePint to follow at conclusion of event at Barley’s (11924 W 119th St, Overland Park, KS 66213) SharePint Sponsor DEG |

62 About Your Speaker Mohammad Reza Dorrani
Regional Technical Practice Lead at Catapult Systems Twitter: @rezadorrani Blog:-

63 Thank You


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