Digital Workplace Conference

Interested in learning about how to transform your business with the latest digital tools? if so, then there is no better place the the Digital Workplace Conference held in Sydney next week. I’ll certainly be going along to learn about the latest technology from some of the brightest minds in the industry.

I also have access to a special $100 discount code for the full 2 day event that you can use if you want to attend. Simply contact me (director@ciaops.com) and I’ll let you know all the details.

If you are going I hope we can catch up so please reach out and let me know when we can meet up.

Re-indexing a SharePoint Online Document Library

Ok, so let’s say that for some reason you have a document in a SharePoint Online Team Site that aren’t being shown in search. One option you can try is to re-index the Document Library. Here’s how.

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Start by navigating to the Document Library you wish to re-index. Select the COG in the top right hand corner.

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From the menu that appears, select Library Settings.

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Under the first column, General Settings, select Advanced Settings.

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Scroll down the page that appears until you locate the Reindex Document Library button and select it.

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You should now see the above dialog window. Select the Reindex Document Library.

Your Document Library will now be reindexed completely during the next indexing process at the back end of SharePoint Online. This process may take 15 – 20 minutes to full complete so be patient.

After that time period has elapsed, see whether your information is now available in search.

Updating Communication sites subsites home pages

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The new SharePoint Communication Sites are great and are going to be really helpful for people wanting to create a ‘cool intranet’ (you wouldn’t believe how many times I get asked this. So, what’s cool again? Is my response).

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However, one of the current issues I came across when you want to create subsites from the root of a new Communication Site is that these subsites don’t have a similar look and feel by default. In fact they have the ‘classic’ appearance as you can see above.

That can be a bit jarring because you kind of expect everything from the root down to be all modern. However, swapping the default ‘classic’ homepage to a ‘modern’ page isn’t too hard. Here’s how to do it.

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Once you have created the subsite from the root Communications Site locate the Pages option from the Quick Launch menu on the left of the new subsite and select it.

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This will take you to the location where SharePoint keeps all the Site Pages. The current homepage for the site is the one called home.aspx.

Now select the New menu option at the the top of the page.

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From the menu that appears select Site Page.

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You’ll then be taken to a new ‘modern’ page that you can edit to make it display the way you want. Be default, the actual name of the page will be the name you use in the heading.

When you have completed working on the page Save and Publish it as you would normally.

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You should be returned to the list of pages and you should now see a new one as shown above. In this case it is called finance.aspx.

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Select the new file just created by placing a check mark to the left of the file name and then from the menu that appears across the top select the ellipse (three dots). From the menu that appears, select Make homepage. The same option is also available if you right mouse click on the file.

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If you now navigate to the homepage of the subsite you should see the page you just created.

You have now successfully replaced the default ‘classic’ style homepage with ‘modern’ version that is more in keeping with the look and feel of Communications Sites.

July Webinar Resources

My latest webinar is complete. You can now download the slides from:

https://www.slideshare.net/directorcia/ciaops-need-to-know-webinar-july-2017

If you are not a CIAOPS patron you want to view or download a full copy of the video from the session you can do so here:

http://www.ciaopsacademy.com/p/july-2017-need-to-know-webinar/

We focused on the various methods you can use in Office 365 to share information with those outside your business. Everything from email attachments to Yammer we spent time on. Thanks everyone for attending

you can also now get access to all webinars via:

http://ciaops-academy.teachable.com/courses/need-to-know-webinars

for a nominal fee.

See you next month.

A few new SharePoint Online settings

If you haven’t already noticed, there are a few additional options in SharePoint admin center settings. You get there by going to the Office 365 admin centre.

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On the left hand side at the bottom expand the Admin centers option like so:

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Select SharePoint.

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From the menu that appears on the left select Settings.

A couple options you may wish to check and set here.

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Recommended to ensure that the Sync client for SharePoint is set to Start the new client so you ensure users get the most update to date version of the OneDrive for Business sync client when syncing data to their local machines.

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If you had a tenant that included the old SharePoint external public web site you’ll see that you have the option to extend it’s life until the 31st of March 2018. I’m happy to have my one delete so I’m leaving the setting as is.

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Interestingly, I can’t change the Global Experience Version Settings option and it is set to Prevent creation of new site collections. I assume this means that when you create a Site Collection now you only get the ‘modern’ experience. Can’t be changed for me so nothing I can do here but it may become available down the track.

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Today, you typically get an Office 365 Group when you create a Team Site but you’ll see here that you can control that option if you want. You can also determine where the new sites are created.

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The Access app is being retired, here you can control whether users can still use it to create new Access apps in your site collections.

There are lots of additional options on the Settings page so make any changes you want and then select Save at the bottom of the page to updates these for your environment. Also, don’t forget to come back regularly and check to see whether any new options have been added.

When to use Internet Explorer with SharePoint Online

Although there are fewer people using Internet Explorer these days, there is still a reason to use it when it comes to SharePoint Online in Office 365.

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That is because when you do you get one additional option you don’t get elsewhere – View in File Explorer as you see above. This option is only available (at the moment) when you browse to a Document Library in SharePoint Online using Internet Explorer.

Viewing in File Explorer effectively maps a location from your Windows file manager on your desktop directly to that Document Library in SharePoint Online. This comes in real handy if you need to bulk copy and move files from one location to another as it makes the Document Library just like any other folder on your computer.

I cover all the basics in the above video, so take a look and let me know what you think, and remember, for the time being at least, Internet Explorer still has its uses when it comes to SharePoint Online!

Understanding Office 365 Groups and Teams

A while ago I wrote an article that detailed:

Where to put data in Office 365

and in typical fashion, technology has now moved on. This means that I need to revisit the concept of where you should be putting inside Office 365.

We of course now need to remember that we have new locations like Microsoft Teams and Staffhub, as well as improved locations like Office 365 Groups to house our business data. So let my try and broadly explain the the data locations that are currently available to you in Office 365.

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Let’s start by considering the two major types of data we have to deal with in today’s businesses. As the above slide shows, we can typically categorise data it shared and personal. Personal data is typically created and owned by a single user in the business. Personal data is also only shared between a handful of people at most. By contrast, shared data is data that is not owned by any single individual and typically needs to be seen across a wide wide audience.

You also typically tend to find that shared data is a much greater percentage of the overall amount of data as illustrated by the size of the bars above. From here on in, we’ll consider shared data locations being green and private data locations being blue. We will also consider shared data locations to be on the left while personal data locations will be on the right.

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Office 365 provides us a location into which we can store all business data, whether shared or personal. It is the box into which everything will live, both shared and personal.

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We store business data inside a number of serviceswithin Office 365. These include Exchange for emails, SharePoint for files, Planner for tasks, Yammer for social conversations and Skype for meetings.

You’ll notice that the majority of these services are designed for the storage of shared data, however both Exchange and SharePoint have the ability to store both shared and personal data. Thus, they appear twice in the above slide as locations in which we can store data.

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Into the personal data location for Exchange we place a users individual mailbox. This is designed for them to receive emails from outside the organisation and also typically from individuals inside the business. A personal mailbox is not a good location for generic email addresses like accounts@ or info@. It is designed for personal correspondence to and from an individual.

Likewise, SharePoint provides the OneDrive for Business location designed for a user’s personal files. These files are owned by the user and typically shared with a very small number of people. OneDrive for Business is NOT designed as a file server replacement, it is designed as repository for an individual users to store files they typically have on their desktop, on their local hard disk, or on an external USB drive or a home directory on a network.

Thus, Office 365, thanks to both Exchange and SharePoint, provide each and every licensed user a distinct location in which to save their own own personal information. Because that information is still within the Office 365 environment it remain secure and compliant as well as being easy to manage for the business owners.

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Now Exchange and SharePoint also provide locations to save shared data into. Exchange provides this via shared mailboxes. Best practice is for shared mailboxes to be things like info@, sales@, etc that may need to be shared between a number of people and will also persist beyond any individual currently performing that task.

Likewise, SharePoint provides Team Sites as a location to save information into that all people in the business can access. You can of course provide custom security around all shared Office 365 services as needed.

However now in this space of shared data in Office 365, you get additional locations to store your information. Services like Planner allow the organisation of tasks and schedules across a team. Yammer allows the business to get out of email and work in an enterprise social network. Not only does that reduce email overload for users but because information is shared publically, it makes it more searchable and shareable. Finally, Skype for Business allows people in the business to meet virtually. They can chat, conduct meetings, share desktops, whiteboards, files and more.

Each one of these shared locations can be used stand alone if desired. Thus, you can have a Team Site to fill a single need. Likewise, you can use Skype as a way of chatting to people. As I have written about before:

The modern way of collaboration

To get a job done these days, people need more than stand alone tools. They need all the power of the individual services that Office 365 provides but they need them rolled together in a single place that is easy to work with.

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Enter Office 365 Groups. If you combine a SharePoint Team Site, an Exchange shared mailbox, a Planner plan and a Yammer network you get an Office 365 Group. However, an Office 365 Group also provides you with an additional service, called ‘Connectors’, that allows you to bring information from services outside your business (i.e. Facebook, Twitter and more) directly into the Office 365 Group.

You can create as many Office 365 Groups as you need and when you do each one will get its own dedicated SharePoint Team Site, Exchange shared mailbox, Planner plan and Yammer network. You can also still have each service stand alone, like a stand alone Team Site, but each Office 365 Group you create automatically provisions all the individual services inside it and links them together.

Why might you still need a stand alone service like a Team Site?  Maybe you just want a single location to put all your brochures for people to sent to customers. That function might not need email or plans or chat, so you simply provision a stand alone Team Site to perform that function. However, when the people who create those brochures need to actually collaborate, then an Office 365 Group makes sense and you can mix and match as needed.

Again, it is totally up to you how and when you use these services. You may choose to only use stand alone services and no Groups. Likewise, you may choose to only use Groups. The choice if yours. That’s the flexibility Office 365 provides

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If we now take an Office 365 group and add a Rostering service we get Staffhub. So when you create a new Staffhub for your business to manage rostering and employee times you also get a dedicated SharePoint Team Site, Exchange mailbox, Planner plan, and Yammer network. Do you have to use them all? Of course not, but they are provisioned automatically for you when you create a Staffhub because chances are that you will find use for the services.

Imagine you need to create a roster for your business. You will also probably need to share documents with your staff about their duties. That’s where the SharePoint Team Site fits in. There also probably be the need for staff to chat about their work. That’s where Yammer comes in. Hopefully, you get the idea here is that when you create a Staffhub or Office 365 Group Microsoft automatically gives you a range of stand alone services integrated together because the chances are you’ll find a need for them. It’s bundling at its best!

Again, you don’t need to use them all immediately, but they are there from the start, ready for your to use, whenever you need.

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Finally, if we ingrate Skype for Business and add persistent chat to our Staffhub resources (that were a superset of Office 365 Group resources) we get a Microsoft Team.

As with Staffhub, when you create a new Microsoft Team you get everything Staffhub provided plus additional integrated services. If all you want to use is persistent chat then you can use that but again, chances are you are going to need more options down the track so they are automatically provisioned for you.

Everything in Office 365 is built on core services like Exchange for email, SharePoint for files and Skype for Business for communications. You can use each of these services stand alone or you can combine them together in an Office 365 Group, a Staffhub or Microsoft Team.

Of course, there is more planning involved than what I have laid out here when it comes to collaboration but I hope that I’ve made things a bit clearer and shown you all the options Office 365 provides you for storing your information. The trend today is certainly to provisioning something like a Microsoft Team first to give you everything you want immediately, even if you don’t use it all. However, the choice is yours. Go with a single service or go with them all. Do what makes the most sense for your business today and don’t too much about what will happen down the track as you can easily scale up into all the options that Office 365 provides, because typically, you’ll find that what you want is already provisioned thanks to Office 365 Groups, Staffhub and Microsoft Teams.