Tuesday, February 28, 2017

Review of harmon.ie for Outlook: Now including Collage

Product overview by Vlad Catrinescu – requested by harmon.ie, but thoughts are my own.

Information Overload is an increasing problem both in the workplace, and in life in general. Information Overload is when you are trying to deal with more information than you can process to make sensible decisions. The result is that you either delay making decisions, or that you make the wrong decisions. And let’s be honest, we all feel a kind of information overload because of all the sources of information we have today. If you are an information Worker, you must go get all the information from SharePoint, Email, Yammer, and other systems you might have such as Zendesk, SalesForce, etc. Also, as an information worker, even if you have documents in SharePoint, conversations in Yammer and customer information in Salesforce, Outlook is probably the hub of your daily activities. You go to your Outlook in the morning to view your daily agenda, and then you exchange important information with your colleagues and customers.

To allow users to be more productive every day, harmon.ie integrated their intelligent Collage technology directly in the harmon.ie Outlook Add-in, therefore allowing users to surface relevant information without them even having to search for it. By surfacing relevant information automatically, users are more productive and they don’t even need to search for something, it’s simply there for them, allowing them to make educated decisions faster. All this while interacting with SharePoint directly from Outlook. In this blog post, we will review the latest version of harmon.ie for Outlook.

harmon.ie Collage Review

The first and traditional part of the harmon.ie Outlook Add-in, now with Collage Inside™ is that it allows users to interact with SharePoint directly from Outlook. The add-in is deployed in a user’s Outlook client and is displayed as a sidebar in Outlook. After connecting the relevant SharePoint sites, users can view, open and even drag and drop documents to upload them into SharePoint.

Also, users can drag and drop documents from the sidebar, to their new email, and a link to the document will automatically be included in the email. This way, everyone will view the latest document, and make edits to the same document. It is also easier than sending it as an attachment, which means your users will see SharePoint as something that increases productivity, rather than something they have to do because you force them to! By making it easy for information workers to work with SharePoint, users can now focus on work instead of technology.
This way people are working on the same document – no document chaos and information is available to all, so the people can focus on work.


The Outlook harmon.ie add-on also allows you to collaborate on the most common type of document, which are emails. When composing a new email, you can save the email into a SharePoint library after sending it, and you can also Save the Draft Message. This way, multiple persons can look at the email and modify it, before sending.

    harmon.ie

When clicking on send, a popup will appear asking you where you want to save the message. It remembered my last location which was Documents, so I click Yes, and the email is sent to client, as well as saved to SharePoint.

harmon.ie

The harmon.ie Outlook Add-in also allows you to view and edit the information in all columns of your documents in SharePoint, so you can get the full collaboration experience, right from your Outlook.

harmon.ie

I am not going to go in depth with all the features of the SharePoint integration because I covered them  in a past review on my blog (if you have never read about harmon.ie before, I highly encourage you to read that review as well). However, I want to consider what is special in this new version, which has Collage built in. The first thing that you need to do when wanting to use Collage, is connect all the services you are using. You can connect Office 365, Salesforce, IBM Connections, Yammer as well as Zendesk. Usually I run reviews on test accounts, however since Collage looks at my emails and extracts the meaningful topics from them, I needed an active Mailbox with a lot of content to be able to review its functionality. Since it is my real mailbox, some items may be blurred.

harmon.ie

After connecting my Office 365 account, I went into one of my emails, which was about TechMentor, a conference I will be speaking at in August 2017. Collage analyzed the email and saw that one of the topics contained in the email message was TechMentor. Collage also automatically showed me other emails that talked about the same topic, directly in my Outlook without me needing to do a Search! Furthermore, not only did it show me results from my email, but also from SharePoint!

harmon.ie

Since Collage relies on Machine Learning, which of course is not always 100% perfect, I can also add custom topics to this email, and harmon.ie will try to look in the topics already identified in other emails to keep the search effective in the future, but I can also add a new topic that was never identified before.

harmon.ie

Also, one email may be assigned multiple topics. As you see when I searched for items with the topic TechMentor and hovered over an email I received around the subject, I can see that this certain email also talks about SharePoint, Office 365 and Datapolis.

harmon.ie

The automated topic extraction doesn’t only work with emails, but it works with all my cloud services, so Collage automatically surfaces relevant documents from SharePoint, records from Salesforce and all my other cloud services.

harmon.ie

harmon.ie Collage also has a Discover Tab, which allows you to see trending documents around you, and show you documents that the Microsoft Graph thinks you might find interesting. The idea is really good, and it works well to identify recently changed documents. One minor quibble I had with Collage was that it could not open documents in my default browser, Chrome and instead opened everything in Internet Explorer. It turns out that because the Collage add-in (and all Outlook add-ins) runs in Outlook inside Internet Explorer (Microsoft Add-ins Web architecture), there is no option other than opening the document in Internet Explorer. So this is unfortunately an Office 365 limitation and I guess it won’t get fixed until Microsoft will fix this limitation on their end.

harmon.ie

Conclusion

In this blog post we have reviewed the latest version of the harmon.ie Outlook Add-in, which now contains Collage. With Collage built-in, harmon.ie enables users to not only view, upload and manage SharePoint documents directly in Outlook, but also to easily find and display emails, documents and conversations from multiple systems directly in Outlook. By having Collage surface information to use automatically when we simply open an email, we can focus on the work, without having to go to multiple systems to find all the information required to make an educated decision. Even if I only tested Collage with two systems (Outlook & SharePoint), I found it to have tremendous value in easily surfacing all my important information, and surface related documents and emails about a certain topic, without having to search in multiple places, and it automatically assigned topics to everything for me which is quite awesome.

As with the other harmon.ie products I have reviewed in the past, the quality was top-notch, I didn’t encounter any strange or unexpected behavior, and the interface was super easy to use, without ever needing to open the instruction manual.

If you are looking for a product that allows your users to view / upload and collaborate on SharePoint documents directly from Outlook as well as find all the information they need, from multiple systems, directly in Outlook, you definitely need to check out harmon.ie! You can find them at https://harmon.ie/ or by clicking on the banner below.

harmon.ie

The post Review of harmon.ie for Outlook: Now including Collage appeared first on Absolute SharePoint Blog by Vlad Catrinescu.


by Vlad Catrinescu via Absolute SharePoint Blog by Vlad Catrinescu

Monday, February 27, 2017

Review of the Lanteria Learning Solution: A SharePoint based Learning Management System (LMS)

Product analysis by Vlad Catrinescu – requested by Lanteria, but thoughts are my own.

Providing training to your employees to keep their skills up to date as well as to keep them motivated is key to the success of your business. In fact, 7 out of 10 people say that training and development opportunities influence their decision to stay with a company. (CED Magazine). However, managing employee learning and the learning catalog can be quite a challenge if you do not have a proper Learning Management System (LMS) in place. There are multiple choices out there for a learning management system, however one of the goals of most organizations is to use as less systems as possible to manage their daily activities and also to save costs on maintenance and licenses.

That is why a company called Lanteria, created a full HR Management system that runs on SharePoint, and which includes a Learning Management System Module. Before reviewing it, here is a description of their product from the company website.

Lanteria LearningLearning solution by Lanteria is a SharePoint LMS that completely automates learning management and employee knowledge assessment systems in your organization Learning is a tool that helps to improve the employee knowledge and skills by planning and delivering targeted training programs. The Learning Catalog allows for storing E-Learning courses, documents, classroom trainings, quizzes, videos and other materials. The Learning Catalog is structured, fully searchable and accessible by all employees in a company.

  • Create a storage location for all learning materials
  • Plan and track the training process
  • Compliance Training
  • Build quizzes and track certification
  • Report on the learning results

Lanteria Learning Review

For this review, Lanteria gave me access to one of their pre-populated SharePoint sites with a lot of content already inside. Let’s start with how the system looks as an employee. When logging in as an employee and navigating to My Learning, the first thing that I would probably be interested in is the Learning Catalog. In the Learning catalog, I can see all the learning materials that the company has for the employees. Training materials can be documents, e-learning courses, classroom training, quizzes and even Web Links. I can use the filters from the top to filter with keywords, categories job roles or competencies.

Lanteria Learning

From here, I can either Add a course to my plan if it’s open to everyone, or Send a Request to my manager to approve me for a course if that course requires approval. In this case, let’s add Compensation Module Guide to my training plan.

Lanteria Learning

In my Personal Development Plan, I can see all the courses or classes that I am registered for. I can Launch courses, Mark them as complete or cancel the assignments

Lanteria Learning

I can also view the trainings for which I have submitted a request, and their status.

Lanteria Learning

As an employee, I found that the way to consume training very easy and user friendly. Now let’s take a look at how does the interface looks from a Manager perspective. As a Team Manager, I have access to statistics and reports on what my team has been doing. I can also approve my employees training requests.

Lanteria Learning

Here are the available reports:

Lanteria Learning

Those reports can be very useful, especially for compliance trainings for the job role. For example, I can quickly see that a lot of employees in my team didn’t complete the Mandatory Core HR Quiz training.

Lanteria Learning

I can also view statistics on each of my employees. How many trainings they completed, how many are Overdue, how many they passed or failed and so on!

Lanteria Learning

From a team management perspective, everything is useful and easy to use. The reports really provide me with useful information that I Can act on. I kind of wish the reports were a bit fancier (like some cool dashboards), but I understand that with the amount of information displayed, you cannot easily create dashboards that will give all this information. Now that we saw the Manager view, let’s take a look at what the HR Department can do. As a HR person, I have way more options to control and offer training to my employees.

Lanteria Learning

For example, I am allowed to add a course in the Learning catalogue. Let’s add my PowerShell for Office 365 Pluralsight course as a Mandatory training for System Administrators, since the company is moving to Office 365.

Lanteria Learning

I can also add a lot more properties about the course such as Scoring Type, Objectives, Cost, Prerequisites, Expiration date and a ton more.

The course will then be available in the learning catalogue, to the audiences for which we chose to make them available.

As an HR professional I can also create Quizzes for my trainings to make sure that employees need to pass a Quiz to prove they learned everything.

You can also create Curricula. A curriculum is a number of courses united by the same topic or aimed to develop the same competency. For example, you can have the Leadership curriculum consisting of the learning materials that develop the leadership skills.

Conclusion

In this blog post we have reviewed the Learning module of the Lanteria HR Management system, that is running on SharePoint. Learning solution by Lanteria is a SharePoint LMS that completely automates learning management and employee knowledge assessment systems in your organization. Learning is a tool that helps to improve the employee knowledge and skills by planning and delivering targeted training programs. We have looked at the tool from the point of view of a simple employee, from the point of view of a team manager as well as the full interface that HR Personnel gets.

I have really enjoyed how the Lanteria Learning Module is structed, as well as its features. As an employee, I can easily add trainings to my plan even if I don’t do them today, and I can also request approval from my manager directly from the system without needing to send my manager an email or schedule a meeting. I also like the fact that the system is flexible enough to allow training to be simply a link to an external training resource, a classroom training with schedule dates, or simply a document. From a team viewer point of view, I can easily look at reports on what my team is learning, and what they should be learning but they aren’t. Lastly from an HR professional point of view, with basic knowledge of SharePoint I can easily manage my LMS, add courses, view reports, assign certificates and assign courses to certain groups.

Overall, I got nothing but good things to say about the Lanteria Learning Module, and I think that if you are looking for a Learning Management System or full HR Solution, and you already have SharePoint, you definitely need to check out Lanteria! Visit them at by clicking on the banner below!

The post Review of the Lanteria Learning Solution: A SharePoint based Learning Management System (LMS) appeared first on Absolute SharePoint Blog by Vlad Catrinescu.


by Vlad Catrinescu via Absolute SharePoint Blog by Vlad Catrinescu

Exam Prep: SharePoint Workload Optimization

The Exam for SharePoint 2016, is broken down into various categories, in these blog posts we will cover the following:

read more


by via SharePoint Pro

New version of the DFFS package

I have released a new DFFS package with a few new features and some bugfixes – you find the change log here.

The autocomplete plugin has been brushed up a bit, and the cascading dropdown plugin now supports an initial filter.

Both these plugins have gotten a new page with setup instructions – you find it in the products menu under DFFS plugins.

Post any comments in the forum.

Alexander


by Alexander Bautz via SharePoint JavaScripts

Thursday, February 23, 2017

Exam Prep: Designing a SharePoint Infrastructure

Let me guess? You have been working with SharePoint for a while now and you have had the push to get certified. Well if you have, then you are no doubt looking for videos, articles and probably training to get you there. These next few blog posts will focus on helping you get there. Each post will outline what is going to be tested and then some knowledge to help you along the way.

The Exam for SharePoint 2016, is broken down into various categories, in these blog posts we will cover the following:

read more


by via SharePoint Pro

Wednesday, February 22, 2017

Rencore Tech Talks - Episode 003 - Trevor Seward on Feature Pack 1 for SharePoint 2016

Rencore Tech Talks - Episode 003 - Trevor Seward on Feature Pack 1 for SharePoint 2016

I'm happy to announce the third episode of Rencore Tech Talks. I caught up at the Global MVP Summit back in November with Trevor Seward and discussed some of his favorite things with Feature Pack 1 for SharePoint 2016. Check it out.

Episode Guest, Trevor Seward

Trevor Seward is a SharePoint Architect, has been awarded the Office Servers and Services MVP title and is the author of Deploying SharePoint 2016.

Some of the topics we brush on are:

  • Admin Audit Logging (My favorite!)
  • Modern OneDrive for Business experience
  • MinRole changes
  • Unified Auditing
  • And more

Listen now:

All the best,
Tobias Zimmergren


by Tobias Zimmergren via Zimmergren's thoughts on tech

Friday, February 17, 2017

Announcing the Winner of the SharePoint Fest DC 2017 Competition

A few weeks ago, I did a raffle on my blog for a chance to Win a free Pass to SharePoint Fest DC!

I am happy to announce the winner of the competition is Matthew J. Bailey! If you didn’t win but still want to attend SharePoint Fest DC!, you can use the code CatrinescuDC200 to save 200$ of your SPFest DC Registration! Also stay tuned, SharePoint Fest Denver is coming end of May and there might be a raffle for that as well! If you want to stay up to date with the latest news on SharePoint, make sure you sign up to the Monthly Newsletter on the right sidebar of the blog.

Leave a comment and don’t forget to like the Absolute SharePoint Blog Page   on Facebook and to follow me on Twitter here  for the latest news and technical articles on SharePoint.  I am also a Pluralsight author, and you can view all the courses I created on my author page.

The post Announcing the Winner of the SharePoint Fest DC 2017 Competition appeared first on Absolute SharePoint Blog by Vlad Catrinescu.


by Vlad Catrinescu via Absolute SharePoint Blog by Vlad Catrinescu

Thursday, February 16, 2017

Rencore Tech Talks - Episode 002 - Sahil Malik on Cross Platform Development in the Enterprise

Rencore Tech Talks - Episode 002 - Sahil Malik on Cross Platform Development in the Enterprise

I'm happy to announce the second episode of Rencore Tech Talks. In these shows I'll be touching base with industry experts, the broader community and various companies in the sector.

Episode Guest, Sahil Malik

Joining me in this episode is Sahil Malik, a Microsoft MVP, and founder and principal at Winsmarts. We're having a chat about cross platform development in the Enterprise.

Some of the topics we brush on are:

  • What is xplat dev?
  • How does organizations embrace xplat dev?
  • Pros/Cons
  • Is it important with mobile apps these days?
  • ... and more

Listen now:

All the best,
Tobias Zimmergren


by Tobias Zimmergren via Zimmergren's thoughts on tech

Wednesday, February 15, 2017

New version of the DFFS package

I have published a new DFFS package. It has a few bugfixes and new features so Please test it before you add it to a production environment to ensure none of the new functionality breaks your forms.

You find the change log here.

Please post any feedback in the forum.

Best regards,
Alexander


by Alexander Bautz via SharePoint JavaScripts

More Granular Permissions for Office 365 Groups: A Work in Progress?

There are changes afoot in the way we can manage permissions in an Office 365 Group Team Site. (Naming for this stuff is getting really tricky. I continue my habit of capitalizing “things” that have a name in the product, to avoid confusion with the “concepts” behind them.)

In the last few days, we’re seeing some new ways to manage Group permissions behind the cog in a “modern” Team Site, aka, the site for an Office 365 Group.

Dan Holme (@danholme) posted an image to Facebook – which I think is visible to his friends, thus basically public – that shows his view of what’s going on.

I see slightly different things in several tenants. I *think* First Release has to be on for you to have these capabilities, but I’m not positive about this. If you have the Site Permissions option behind the cog in a “modern” Team Site, like this…

…you’ll see a panel which looks something like the one below. The red box is what seems to be new. From a Group Team Site life cycle management perspective, being able to “flip” a site from Edit to Read mode is a Very Good Thing. I’m not a huge fan of the “archive” idea, but I often want to stop people from using a site after it’s usefulness has waned. At that point it can be an historical record, but people shouldn’t be able to add new content to it or change existing content.

It took me some fiddling around to figure out how this works, but by clicking on the “Edit” underneath the Group members, I can change the permissions from Edit to Read.

The effect of this is basically to slide the Group members down into the Read bucket.

What I’d really like to be able to do is add *different* people into the Read bucket – maybe we want the executives to be able to drop into a project Team Site, but not edit stuff, for example – but I can’t figure out how to do that with the UI as it is. Note that the “go to Outlook” text at the top of the panel is actually a link (sort of invisible, but it’s there) to take you over to Outlook to manage Group membership. I don’t see anything over in Outlook which reflects this Read idea, but I expect that’s coming.

One of the joys of a living and breathing service is we get to see things as they roll out, sometimes even in the middle of changes. I expect this will all gel in the near term, but at the moment, it’s pretty confusing, IMO. I’ve reached out to Dan to gather more info, and I’ll add it here as I understand things better. In the meantime, we know that more granular permissions control for Groups is really coming!


by Marc D Anderson via Marc D Anderson's Blog

Speaking at TechMentor Seattle at Microsoft HQ – August 7-11 2017

I’ll be speaking at TechMentor Seattle , August 7-11 at Microsoft HQ in Redmond. Surrounded by your fellow IT professionals, TechMentor provides you with in-depth, immediately usable training that will keep you relevant in the workforce.

TechMentor Seattle

I’ll be presenting the following sessions:

  • Integrating Office Online Server with SharePoint and Exchange

    Office Online Server (formerly known as Office Web Apps) lets users view and edit Office Documents directly in the browser, without having to download them locally. It also lets them use the Durable Links function in SharePoint Server 2016. And since Excel Services isn’t part of SharePoint 2016 anymore, Office Online Server is required to use Business Intelligence features in SharePoint Server 2016. On the Exchange side, Office Online Server lets users view Office Documents in the Outlook on the web with high fidelity. When you integrate the three, SharePoint, OOS and Exchange 2016, you can use Modern Attachments On-Premises. This session will cover Office Online Server, best practices on how to install it and how to design an Office Online Server Farm. You’ll also learn how to properly integrate it with SharePoint Server 2016 and Exchange Server 2016.

  • PowerShell for Office 365

    Take your Office 365 Administrator skills further by learning to automate repetitive tasks using the magic of PowerShell. This session will show you how to use PowerShell for Office 365. You’ll also learn how to automate tasks in SharePoint, Exchange as well as manage Users, Groups and licenses.

SPECIAL OFFER: As a speaker, I can extend $500 savings on the 5-day package when you use the code TMSPK02! Register here: http://bit.ly/TMSPK02Home

TechMentor Seattle

Amplify your knowledge at TechMentor Redmond — bring the issues that keep you up at night and prepare to leave this event with the answers, guidance and training you need.  Register now: http://bit.ly/TMSPK02Reg !

Hope to see you in Seattle!

The post Speaking at TechMentor Seattle at Microsoft HQ – August 7-11 2017 appeared first on Absolute SharePoint Blog by Vlad Catrinescu.


by Vlad Catrinescu via Absolute SharePoint Blog by Vlad Catrinescu

Tuesday, February 14, 2017

Monday, February 13, 2017

Notes from the Field: Office 365 and Content Delivery Network (CDN)

As you work with Office 365, and then with SharePoint Online, there comes a time where you need to store some static images, CSS or JavaScript that you need to cache so that it does not make the site slower than it needs to be. That’s where a Content Delivery Network or commonly called CDN can be used.

read more


by via SharePoint Pro

Free Webinar: Implementing Business Use-Cases the Easiest Way!

Next Month, on March 23rd , 2017 I will be giving a free webinar together with KWizCom on how to easily Implement Business Use-Cases by using KWizCom Custom Actions. KWizCom Custom Actions, part of KWizCom Forms (Ent. edition) enable non-technical users to implement their required use-cases, without having to deal with technical workflow tools.

KWizCom Custom Actions

To allow everyone from around the world to join, there will be a webinar at 8AM EST as well as one at 2PM EST!

Duration: 45 minutes
Description:
Who said you need complex workflow design tools to implement business processes?
Join MVP Vlad Catrinescu for this complimentary webinar where he will demonstrate how non-technical end users effortlessly implement their business processes without requiring any assistance from workflow experts.

Register for the 8:00 am EST Webinar: http://ift.tt/2kKO46R

Register for the 2:00 pm EST Webinar: http://ift.tt/2l06D5z

Hope to see you there!

The post Free Webinar: Implementing Business Use-Cases the Easiest Way! appeared first on Absolute SharePoint Blog by Vlad Catrinescu.


by Vlad Catrinescu via Absolute SharePoint Blog by Vlad Catrinescu

Friday, February 10, 2017

SPJS Charts for SharePoint v6.1.3

I have released v6.1.3 of SPJS Charts for SharePoint. You find the change log here: http://ift.tt/2iirjX8

I have tried to address the problem with using SPJS Charts for SharePoint with IE on SharePoint 2010.

Please post any feedback in the forum: http://ift.tt/1O92us7

Best regards,
Alexander


by Alexander Bautz via SharePoint JavaScripts

Speaking at SharePoint Engage Phoenix this March

March 14-15th 2017, I will be speaking for the first-time SharePoint Engage Phoenix, Arizona. This is the first time that SharePoint Engage will be in Phoenix, so I really hope to see a lot of the readers of my blog there!

SharePoint Engage Phoenix

My Sessions will be :

Session: What do YOU get from SharePoint Hybrid?

Every time you see a blog post about SharePoint 2016, you see the word hybrid. But what exactly is a hybrid infrastructure and what features does the business user get? In this session, we will look at SharePoint Hybrid from a business user point of view to understand what features we get out of it. We will look at Hybrid Team Sites, Hybrid Search, Hybrid Extranet sites and more!

Session: PowerShell for Office 365

Take your Office 365 Administrator skills further by learning to automate repetitive tasks using the magic of PowerShell. In this session, you will learn how to use PowerShell for Office 365, and we will focus on SharePoint online. A basic understanding of PowerShell is recommended to get the most out of this session!

There are also a ton of other great speakers as you see from the picture below:

SharePoint Engage Phoenix

Check out all the details about the conference on their site: http://ift.tt/2lrZG08

Hope to see you there!

The post Speaking at SharePoint Engage Phoenix this March appeared first on Absolute SharePoint Blog by Vlad Catrinescu.


by Vlad Catrinescu via Absolute SharePoint Blog by Vlad Catrinescu

Wednesday, February 8, 2017

Partnering up with Datapolis

As some of you might have seen on LinkedIn this week (if you don’t have me already on LinkedIn, please connect!), I am really excited to partner up with Datapolis , an awesome company from Poland that created two awesome products for workflows in SharePoint. Datapolis Workflow 365 for Office 365 and Datapolis Process System for SharePoint 2013 and 2016.

Partnering up with Datapolis

Both those products from Datapolis allow you to easily create SharePoint & Office 365 workflows, without needing to hire SharePoint Developers.

Partnering up with Datapolis

I am really excited to start working with Datapolis and my friend and SharePoint super star Gokan Ozcifci to help business get the most out of their SharePoint implementation by easily implementing workflows to automate their most complicated business processes. If you never heard of Datapolis and would like a demo, or simply more information, comment on this blog post or send me an email at vlad@datapolis.com and we can schedule a quick call!

The post Partnering up with Datapolis appeared first on Absolute SharePoint Blog by Vlad Catrinescu.


by Vlad Catrinescu via Absolute SharePoint Blog by Vlad Catrinescu

Tuesday, February 7, 2017

Naming New Office 365 Groups Intelligently Is !Important

Sympraxis is starting a new Office 365 -based Intranet project with Sue Hanley (@susanhanley). Julie (@jfj1997) and I are really going to enjoy working with Sue!

As always when we’re starting a project, we want to start collaborating with the client project team in the tools we’re rolling out for their organization.

It’s a funny thing, but I often get push back on this, especially if the project team is IT-based. If the project team won’t use the tool set, then it’s not reasonable to expect everyone else to embrace it. As I always talk about in my Creating a Great User Experience session at conferences, excuses like “it’s too slow” or “I don’t like the UI” are serious problems that need to be addressed right up front. (And no, I’m not making this up.)

Anyway, Sue and I discussed this, and imagine the conversation going something like this…

Me: I think we should spin up a site where we can work with the project folks. Suggestions on the name and location? I would go with a subsite from https://[tenant]sharepoint.com, maybe “New Intranet”, with custom permissions.

Sue: Do you mean a team site for the intranet project? Why not a Group so we get a separate site collection?

Me: Doh! Of course! I’ll set it up. [Note: I’m still getting the hang of this whole “Groups” thing, clearly!]

Sue: Thanks! I am using one for [my other client] and it is actually great.

Me: Public or Private? And can you change that after the fact? (I sure hope so.) I’m thinking “Intranet Project 2017”, in case they want to do another Intranet Project later. Naming these Groups for good governance is a pretty tricky thing, IMO.

Sue: Private. That sounds good for a long name, but short name for the URL, right?

Me: Looks like I can shorten the Group ID. “IP2017”?

Sue: Works for me!

Me: This little exchange shows me that picking a good Group name and ID is REALLY important. Blog post!

Obviously, my first thought was not a new Office 365 Group, and I should really start thinking of it as at least one of the first options in cases like this. I’m simply too used to spinning up plain old Team Sites, which still serve their purpose well. A Team Site with a Document Library, Task list, and Calendar, is often enough to manage a SharePoint project, with other options added along the way. (See my older posts Simple Best Practices for Using SharePoint Task Lists and Recent Changes to Task Management Conventions on Office 365 for how I tend to use the Task lists.)

Office 365 Groups are really cool (they definitely didn’t strike me that way early on) and they make a lot of sense for project-based work. Because of the tight integration with Exchange (most important to end users via Outlook) and other Office 365 services, they really do make a lot of sense.

But the last point is what I want to dwell on most here.

One of the best – and to some people, worst – things about Office 365 Groups is that pretty much anyone can create them. You can shut things down to gain control, but then you lose the value of people spinning up a group whenever they need one to be productive. Your organization’s culture and governance will determine which way you go with this.

Let’s assume you keep things loose. Each time someone creates a new Group, they sort of “burn” the name they use for the group. Remember that creating a Group does a whole bunch of things behind the scenes that can’t realistically be “undone”, like creating a Site Collection for the Group, creating an Exchange mailbox for the Group, etc. This means we can run into all sorts of weird scenarios. For instance…

  • A couple of people could be going to a conference about marketing, so they create a Group called Marketing. Now the Marketing department can’t create a Group called “Marketing”.
  • We have a company meeting every year called the Extravaganza for the Company, so we create a group called EC so it’s simple to type. Now the Executive Committee can’t use that “handle”.
  • In the conversation above, Sue and I settled on the “short name” for the URL of IP2017. That’ great unless there’s a rotating Intellectual Property committee that starts work anew each year.
  • etc.

It’s not quite this cut and dried, but I’m exaggerating the problem a little bit to keep your attention.

A little planning can go a long way here. While you probably want to let people have the flexibility to create their own groups. making a few simple guidelines clear should avoid a lot of headaches down the road. Yup, another place where the dread governance word comes into play.

When you create a Group, there are two things to think about: the Group Name and the Group ID. The Group name can be changed at any time, but the Group ID cannot. Below, you can see that as I’ve typed the Group Name as testing, the Group ID has automatically been populated as testing as well. You get a hint of the significance of the Group ID because the email address the mailbox for the Group will get is listed in green below. (It’s a pretty yucky green, IMO.)

If you click on the pencil icon next to the Group ID field, you can edit the value. You’ll see the change to the email address as you type. As you type each character, there’s also a check to see if that Group ID is in use already. This is where things can get interesting.

In the screenshot below, you can see that when I type moderngroup, that Group ID has already been used. My example isn’t great, because I would be unlikely to want the URL to be moderngroup for a Group named testing, but hopefully you can see the point.

If you create the Group in the Admin interface, the UI is a bit different (Why, Microsoft???) but the result is the same: if the Group Id (note the different capitalization) has already been used, you can’t use it again.

So how can you keep things from going “off the rails”?

Odds are you’ll know about a big bunch of Groups you’ll need up front. For instance, if you want to create a group per customer team, you could use the customer number for the Group ID (12345) and then the Group could be named something like Big Realty Company (12345) or 12345 – Big Realty Company. You’d certainly want to create Groups for your departments and offices up front to reserve those names, etc.

So while there aren’t any hard and fast rules here, make sure you do some thinking about it. One of the reasons SharePoint became popular in the early days was that it grew like kudzu across the organization – it started out great, but things usually got out of hand. I feel that Groups may take the same path – and in early adopter organizations probably already have – without some rational thinking on the part of the planners in each organization.

Do you have a useful way for people in your organization to think about naming Groups? If so, please add a comment!

References


by Marc D Anderson via Marc D Anderson's Blog

Speaking at SharePoint Saturday Utah

Later this month, on February 25th I will be in Salt Lake City, Utah to speak at SharePoint Saturday Utah! This will be my first time in Utah, and I heard the city, as well as the ski slopes are amazing!

If you live close to Salt Lake City, definitely join all the other SharePointers on February 25th at the University of Utah! Registration is free, and you will learn lots about SharePoint and Office 365. My session will be:

PowerShell for Office 365

Take your Office 365 Administrator skills further by learning to automate repetitive tasks using the magic of PowerShell. In this session, you will learn how to use PowerShell for Office 365, and we will focus on SharePoint online. A basic understanding of PowerShell is recommended to get the most out of this session!

Check out the SPS Utah Site at http://ift.tt/2lggNlm to see all the information about the event!

Hope to see you there!

The post Speaking at SharePoint Saturday Utah appeared first on Absolute SharePoint Blog by Vlad Catrinescu.


by Vlad Catrinescu via Absolute SharePoint Blog by Vlad Catrinescu

Friday, February 3, 2017

SharePoint and Machine Learning

So, by now you should have all heard about machine learning and what it can do for us. If you haven’t head of the Wikipedia page below and read about it:

http://ift.tt/12ifKkH

Of course, it talks about artificial intelligence etc. all the things that we are not quite sure about. However, what it does say the following: 

read more


by via SharePoint Pro

Greetings from Oslo, Where I’m Co-Authoring a Document

Today Julie (@jfj1997) and I were working on a document together. As usual, since we’re “cobbler’s kids”, we were emailing a Word document back and forth.

No way! We decided to share the document from one of our OneDrives and started editing online. I’m in Oslo, Norway at the Arctic SharePoint Challenge (more about that in another post) and Julie is back home in New Hampshire, so we were working with both a geographical and time zone difference, just like many people do these days.

The co-authoring experience seems a lot better than either of us remembered it. (In fact, there have been improvements to the experience over the last few months – it’s hard to keep up!)

Here are the things we really liked about this little experience…

By clicking on Review / Show Edit Activity, we could see what the other had been up to. Because I’m at ASPC2017 as a judge, I was interrupted several times (which was totally appropriate), and when I turned back to the document, I could see what Julie had been up to.

As we were editing, we could easily see what the other was doing, as there were little colored flags which moved along with the edits as they happened. In essence, it meant that we could see each other’s cursors in the document. This helped not just to see what the other was doing, but also as we were each adding new ideas into the document, we were able to avoid stepping on each other’s toes.

At one point, it felt like it would be a good idea to discuss a certain point we were making in the document. By clicking on the Chat button, we got an embedded chat window within the editing experience where we could have that discussion (and give each other a little crap when it was merited).

As with many of the new things that roll out to Office 365, I have been skeptical of the utility of this co-authoring experience. However, having been through this single experience working on a document with Julie, I think both of us are likely to use it many more times. It’s not necessarily useful in every editing scenario, but in this case it moved us forward much more quickly than any of the previous ways we might have worked.

References


by Marc D Anderson via Marc D Anderson's Blog

Thursday, February 2, 2017

SharePoint Teams, Groups and Skype

I use Slack, I have used it for a while now, but at work we don’t use Slack we basically use Skype for business (albeit a little slack). I am probably like most users of company system, where you use really what is installed on the corporate build of the workstation of laptop. I am great advocate of this idea, but I also like free-form collaboration and using tools that are right for the job, which often Skype for Business on its own is not.

read more


by via SharePoint Pro

Rencore Tech Talks - Episode 001 - Talking with Maarten Eekels about News in Office 365 Groups

I'm happy to announce the first episode of a series called Rencore Tech Talks. In these shows I'll be touching base with industry experts, the broader community and various companies in the sector.

The first episode is finally published, so check it out and follow the link in the end of this post to go directly to the episode. Let me know what you think.

Episode Guest, Maarten Eekels

Joining me in this episode is Maarten Eekels, a Microsoft MVP and CTO of Portiva, one of the larger SharePoint and Office 365 implementation partners in the Netherlands. In that role he is responsible for all knowledge and technology related matters.

Listen now:

Stay tuned!

Tobias Zimmergren.


by Tobias Zimmergren via Zimmergren's thoughts on tech

Wednesday, February 1, 2017

New version of the DFFS package

I have released a new version of DFFS with plugins. There are some new features, and some bugfixes. You find the full change log here: http://ift.tt/2jYUXkP

Alexander


by Alexander Bautz via SharePoint JavaScripts

DFFS video installation guide

I have posted an updated video installation guide in the manual.

Alexander


by Alexander Bautz via SharePoint JavaScripts