CIAOPS Need to Know Microsoft 365 Webinar–September

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The September webinar is here. This month we’ll take a closer look at Microsoft Teams. You’ll learn what Teams is and how it integrates with the rest of the services available in Microsoft 365. I’ll again be using Microsoft Teams Live Events to host this, so by being part of this you’ll also see how this great technology from Microsoft functions. There will also be the latest Microsoft Cloud news as well as Q and A plus loads more. I’d love if you’d come along and be part of this.

You can register for the regular monthly webinar here:

September Webinar Registrations

The details are:

CIAOPS Need to Know Webinar – September 2019
Friday 20th of September  2019
11am – 12am Sydney Time

All sessions are recorded and posted to the CIAOPS Academy.

There of course will also be open Q and A so make sure you bring your questions for me and I’ll do my best to answer them.

The CIAOPS Need to Know Webinars are free to attend but if you want to receive the recording of the session you need to sign up as a CIAOPS patron which you can do here:

http://www.ciaopspatron.com

or purchase them individually at:

http://www.ciaopsacademy.com/

Also feel free at any stage to email me directly via director@ciaops.com with your webinar topic suggestions.

I’d also appreciate you sharing information about this webinar with anyone you feel may benefit from the session and I look forward to seeing you there.

Creating unique file permissions with Teams

Microsoft Teams is a really easy way to share files with others. However, the modern concept with Microsoft Teams is that once you are part of the Team then you have the same rights as everyone else. This generally means that all Team members have the ability to read, write, modify and potentially delete files. This is common across all channels in the Team.

One thing that you really don’t want to do is go into the SharePoint back end of the Teams files and modify the default permissions. If you do, you’ll cause a whole lot of problems. We are expecting private channels in Teams very soon but here’s an easy way to overcome the default common sharing options in Teams by creating a separate area with unique permissions and linking that back into the Team.

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Firstly navigate to your Team.

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Select the Files tab to the right of Conversations to see all the files for that channel as shown above. These are common files that all Team members have the same rights to.

Select the Open in SharePoint option as shown above.

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This will take you to the location of those channel files in SharePoint as shown above. This location is typically a subfolder with the name of the channel (here General), in a Document Library called Documents

You will need appropriate permissions to complete the process from here. So you will need to be an admin of the Team or a SharePoint Site owner.

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In the top right of the screen select the COG then Add an app from the menu that appears as shown.

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Typically, you’ll select to a new Document Library and give it a name.

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In this case, a new Document Library called Final Presentations has been created as shown.

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Once you are at this new location, select the COG again in the top right and this time select Library settings as shown.

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Select the second option from the second column at the top of the page called Permissions for this document library.

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Now it is just good ol’ SharePoint permissions configuration.

Typically, you firstly select Stop Inheriting Permissions.

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In this case, Sales members will be changed from Edit to Read permissions by selecting that group and then the Edit User Permissions button. However, you can configure whatever permissions suit your needs.

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Make sure you select OK after you have made you changes.

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Once you have completed the require permissions, you need to return to the Team and link this new location there.

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Inside the Team, select the channel in which you wish this new location to be linked and select the + icon on the right as shown.

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From the dialog that appears, select Document Library as shown.

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You can either navigate or input a direct link here. In this case the destination site, Sales, is selected.

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You should then see the new location you created (here Final Presentations). Select this and then the Next button.

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Give the new tab a name, which can be different from the location if you wish, and press Save.

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You should now see the location you created and any files in there as shown above. These items have permissions governed by those set previously in SharePoint but now they are also displayed and accessible in Teams. The great thing is you can link this new location in multiple places and you can link from locations not even in the current Team. As long as users have permissions, they can see and interact with those files based on those permissions.

Hopefully, that is an easy way to create locations for file with unique permissions but still have them accessible for users via Teams.

Need to Know podcast–Episode 211

Where’s Brenton? Share your thoughts here – http://bit.ly/whereisbj

Microsoft has rolled back it’s recent planned partner changes. we have some new Intune security baseline policies to try (and troubleshoot) and Teams leads Slack in user numbers. I speak with Marc Kean to get the low down on what Azure storage is all about. All this and a lot more on this episode.

This episode was recorded using Microsoft Teams and produced with Camtasia 2019

Take a listen and let us know what you think – feedback@needtoknow.cloud

You can listen directly to this episode at:

https://ciaops.podbean.com/e/episode-211-azure-storage/

Subscribe via iTunes at:

https://itunes.apple.com/au/podcast/ciaops-need-to-know-podcasts/id406891445?mt=2

The podcast is also available on Stitcher at:

http://www.stitcher.com/podcast/ciaops/need-to-know-podcast?refid=stpr

Don’t forget to give the show a rating as well as send us any feedback or suggestions you may have for the show.

Resources

@marckean

@directorcia

Updates to partner program (again)

Microsoft Intune announces security baselines

Exchange Online PowerShell WinRM issue

What is Azure Lighthouse?

Without-enrollment and Outlook for iOS and Android

Teams reaches 13 million active users

Planner and To-Do integration

New PowerApps and Flow licensing

Azure storage

Azure File Sync

Your collaboration structure should be wide not deep

In previous articles I’ve provided:

A framework for file migrations to Microsoft 365

and

Processes for file migrations to Microsoft 365

In this article, I’m going to focus on the next level down and how you should be thinking wide not deep when it comes to transforming your data into Microsoft 365.

In essence, structure is not as important as it once used to be. Having layers and layers of directories and sub-directories in a file share was really the only way to catalogue and organise your information in the world of on premises. However, structure becomes far less important in a world where everything is available via search. Think about it, how do you find stuff on the Internet? You search for it. Why then should internal data work any differently?

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Search is built into Microsoft 365 and now appears at the top of most pages as you see above.

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For example, if I do a search for “bitcoin” then I’m returned results from that location, in this case a list.

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Not only do I have search, but thanks to the Microsoft Graph and some “AI” magic I can get a feed of my most relevant documents in Delve. I can also see documents others are working on that are also relevant to me and that I have permission to, again all in Delve.

So, the concept of structure is less important than it used to be, especially the deeper you go. It more becomes a case of get it into some major buckets and we can filter and sort from there.

Let’s say that there is an existing on premises folder structure like so:

F:\Finance\customers\abc\2017

F:\Finance\customers\abc\2018

F:\Finance\customers\abc\2019

and so on. How do you ‘transform’ this into the new world of Microsoft 365? Best practices is to start at the top and work down. Thus:

F:\Finance

is going to be the initial bucket. This means that you should either create a Microsoft Team or a SharePoint Site called “Finance”.

Once you have a Microsoft Team called “Finance” then you would probably create a Channel called “Customers”. If it was a SharePoint site then you’d have a Document Library called “Customers”.

Inside the Microsoft Team called “Finance” and the Channel called “Customers” you have a folder in the Files area called “ABC” and so on for each customer.

At this point we have now reached “Robert’s rule of three” maximum structure depth. That means we have a Microsoft Team, a Channel and a folder. We don’t really want to create anything deeper if we can avoid it. This is where “metadata” comes to the rescue. Perhaps, instead of a a single Channel or Document Library for customers, maybe you have a unique library for each? The choice is yours.

If we look at the structure of the source data, we see that is broken out be year. However, we can create a custom column in SharePoint that contains the values of “Year” and use that to ‘tag’ our data. Thus, you create an additional column in the Document Library where the data lives. You specify that the only values allowed in the column are numerical years. You then set that field to the appropriate value for each file.

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In the above example, you’ll see that I have created an additional column called “Customer” and used that to tag both files and folders.

Thus, metadata allows me to collapse my structure by using tags, which in many ways is what people used folders for on premises. Once I have tagged my data I can easily sort and filter it like so:

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Here it is “grouped by Customer”

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Thus, with metadata you can create a much flatter structure because you don’t need all those sub folders. The benefits of a flatter structure is that it is easy to see more of the data quickly and then using the inbuilt filtering tools to get to what you want. Typically, you’ll only be using this filtering technique if you haven’t searched for the data or had it presented to you via Delve. However, for those that still like to navigate a formal structure, it is still possible as you can see.

My best practice is that every time you are considering going more than three levels deep, you should break the data into another Channel or Document Library. Remember, you can create as many Document Libraries as you want in SharePoint and then also link them back into Microsoft Teams if you want. You should be looking to use lots of Document Libraries and keeping them no deeper than a single folder as a rule of thumb.

The other benefits of using additional Document Libraries is that you can have a different set of metadata to describe your information. You can also have a different set of permissions as well as a different look and feel thanks to SharePoint Views. A wide structure in general makes more things visible to people when they go looking, rather than it being buried deep within a folder structure and lost.

Thus, most of your top level folders from on premises file servers will become independent Teams or SharePoint sites. Subfolders below these will become Teams Channels or unique Document Libraries in SharePoint. It is also always better to break deep structures into different Document Libraries and link them back into Microsoft Teams if required.

Remember, moving to Microsoft 365 is about “transforming” data and restructuring it in a ways that users will benefit most. This means keeping it as shallow as possible and using inbuilt tools like filter, sort and search to get to your information rather than constantly navigating up and down deep structures. Services like Delve will also present to you the information you need most times and so you won’t even have to go searching for it. Simply ‘dumping’ data from an on premises file share into a single Document Library is not providing any value or transforming that in any way. If you aren’t going to do that why are you even bothering to move it?

As I have said previously, transformation requires effort, it doesn’t magically happen. However, the point of migration is the opportunity to transform data so that it can take advantage of all the tool Microsoft 365 provides. Also don’t forget that you don’t have to do all of this transformation in one hit. Create the Microsoft Teams, Channels as a starting point at least, then add metadata across the data down the track. Likewise, if you want to make a change down the track you can. That’s the whole idea with Microsoft 365, it is something that will evolve over time as the business does. It is never a once off migration process without future change. Never!

Microsoft 365 gives you the resources and tools to go wide not deep with your structure. Start my replacing some of your sub folders with metadata fields as illustrated above. Doing so will enable your business to be far more productive than it ever was with deep on premises file shares. Remember, moving to Microsoft 365 is about transforming not merely migrating.

Need to Know podcast–Episode 207

We have an interview with Senior product Marketing Manager for Microsoft 365 Business, Ashanka Iddya. There is of course an update on everything from the Microsoft Cloud with a special focus on the recent SharePoint 2019 Conference. Delta synced files, full Document Library fidelity in Teams and more are covered in this episode.

This episode was recorded using Microsoft Teams and produced with Camtasia

Take a listen and let us know what you think – feedback@needtoknow.cloud

You can listen directly to this episode at:

https://ciaops.podbean.com/e/episode-207-ashanka-iddya/

Subscribe via iTunes at:

https://itunes.apple.com/au/podcast/ciaops-need-to-know-podcasts/id406891445?mt=2

The podcast is also available on Stitcher at:

http://www.stitcher.com/podcast/ciaops/need-to-know-podcast?refid=stpr

Don’t forget to give the show a rating as well as send us any feedback or suggestions you may have for the show.

Resources

@aiddya

@contactbrenton

@directorcia

Small and Medium Business on the Microsoft Tech Community

SharePoint home sites

New mobile features, interactivity and more announced at SharePoint Conference 2019

OneDrive announcements – SharePoint Conference 2019

Turbocharging Microsoft 365 cloud user experiences

Framework for file migrations to Microsoft 365

Processes for File migrations to Microsoft 365

CIAOPS Patron Program

Processes for file migrations to Microsoft 365

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Recently, I wrote about

A framework for file migrations to Microsoft 365

In essence, this helps you understand where to put what when it comes to moving file data to Microsoft 365. However, collaboration in Microsoft 365 is more than just moving data. To really get value from that data you need to ‘process’ it or ‘transform’ it. How do you do that?

When you go through the process of migrating data there are four major process steps you should be focus on:

1. Structure

2. Permissions

3. Metadata

4. Automation

and do so in that order.

1. Structure

Before you move any data you need to think about the structure of the destination. Is it going to be the same as the source? What data moves into Teams versus SharePoint? How many Document Libraries are there going to be? How many folders inside each Document Library will there be? And so on.

Best practice when it comes to designing structure is not to go beyond three levels deep (Robert’s rule of three applies). Thus, Team = Level 1, Document Library or Channel = Level 2 and Folder within that = Level 3. Moving into this new collaboration world means you should be aiming to have a structure that is as flat and wide as possible rather than narrow and deep. Why? Because the tools provided in Microsoft 365 make it easy for users to filter and sort data that was previously not available to them. Deep structures hide information away and users waste time and effort navigating up and down trees looking for the things they need. It is better to have lots of unique Document Libraries in SharePoint than a single Document Library containing a very deep folder structure.

Every time you create a level in your collaboration structure you ask the question “Will this be by function or location?”. For example:

Q: “Will this Microsoft Team be by function or location?”

A: Function, since it is for Finance

Q: “ Will this Channel inside the Finance Team be by function or location?”

A: Location, since we want a unique channel for each of our state branches

Q: “Will the folder inside the State channel be by function or location?”

A: Function, since we want it to hold our policies

and so on. In most cases, your structure will typically be by function, however you should continue to ask the question at every point during the design or your structure.

Like building a house, your structure is the foundation that your new information system is built on. Build so it has the right structure for you. Build it so it can support your business as it grows. Build it so you have the flexibility to change as required. However, above all else, build it for your users to get the most from!

2. Permissions

Now that you have established the structure, you need to determine who has access to what. If you use the previous framework that I provided it is generally pretty easy to achieve this.

OneDrive for Business = each user is the only one that has access to their own area. This is already configured by default.

Teams = simply add the desired people into the Team and they will receive contribute rights (read/write).

SharePoint Team site = typically everyone one will only need read rights here, a select group will need read/write.

Intranet = all users will typically need to be able to read the whole site while selected groups of people will typically need read/write inside the structure to provide updates.

Yammer = all users will have contribute (read/write) rights.

Best practice with permissions, is to approach it from a top down perspective. That is, apply permissions to the largest containers first and work your way down. Who needs access to this location? Then, who needs access to this Document Library? Then who needs access to this folder? Then who needs access to this file?

Best practice again, is not to apply unique permissions too deep inside the structure. If you are applying unique permissions more than three layers down you should break that item out into its own container. For example, if you have a folder, two levels deep, inside a Document Library that requires unique permissions that differ from the parent folder, I’d be creating a new Document Library for that data and applying permissions on that. Again, ‘Robert’s rule of three applies’, unique permissions beyond three levels calls for a new container.

Aim to keep permissions as simple and top level as possible. Yes, you can more granular and complex but that makes administration and management much harder, especially to those following behind you.

3. Metadata

This is all the material that helps describe the data inside the structure. This is therefore the additional columns you add to your Document Libraries, the graphics, look and feel used in SharePoint, the descriptions you use for your sites and locations. Metadata is really, really important because it helps optimise search which is the major tool people will use inside your new environment.

Unfortunately, I will say that in most cases, I don’t see people investing in adding appropriate metadata. They create the structure, set permissions and do little more. Metadata is really about polishing your data so that it shines. Metadata is also a way to help you flatten your structure. Metadata is about applying consistency across your environment. Will you have an document naming convention? What are common items assigned as? For example, is a state location going to be NSW, N.S.W., nsw, New South Wales, etc, etc. Having consistent metadata adds so much value to search and is therefore worth the investment to define up front and apply as a standard.

When you look at existing data, for example, you’d probably see something like:

F:\Finance\Customer\2018

F:\Finance\Customer\2017

F:\Finance\Customer\2016

F:\Finance\Customer\2015

and so on

When you transform this, you’d create it as say a Team called Finance, a Team’s Channel called Customer and instead of folders below that for each year, you’d have an additional column called “Year” with the values “2018, 2017, 2016, 2015, etc” and you’d “tag” each file with the appropriate year. Once tagged, people can easily filter and sort to find what they need. They can quickly filter by year to find everything from 2018 say rather than having to navigate deeper into the structure. This means they can find what they want faster and now each item is ‘tagged’ for additional value rather than just living inside a container. Thus, when you now search, you can do so by that tag. Metadata adds ‘signals’ around your data rather than just a boundary.

In most cases, the metadata required is already in place in the source structure and most don’t even appreciate that. Many of the subfolders within the existing structure have been used in an attempt to apply metadata. It demonstrates that most people are already using ‘metadata’ today but they are using a tool (old style files and folders) that doesn’t lend itself to appropriate ‘metadata’ usage. Using the collaboration tool in Microsoft 365 allows you now to take full advantage of ‘metadata’ and reap the benefits thanks to search.

Using this guidance around file metadata it becomes easier to collapse deep structure and organisation information in a flatter and more open way. Doing so makes it easier for users to find and work with, thus improving productivity.

Another important thing to point out here is that metadata is the third step in the process not the first! What I typically see is people wanting a ‘pretty’ Intranet first without considering the functionality first. Thus, functionality always trumps form, because you users will be using the environment to get work done, not spending their time ‘ooohhing’ and ‘aaahhing’ about what it looks like, because ‘ooohhhs’ and ‘aaahhsss’ don’t last long. Yes form, look and feel, is important but how your environment operates and is structured is far more important to the productivity and effectiveness of the business. Best practice is also to stick with the tools Microsoft provides. Yes, you can go nuts with customisation on this platform but don’t! And certainly don’t go berserk with it first out of blocks. If you are tempted, as many are, read this article I wrote a while back:

SharePoint customisation code will bite you

and listen to what Tracey Haun, Director, IT Collaboration and Privacy from Dupont says:

When we set up SharePoint we were so proud of ourselves for only customizing less than 5% of the environment and that less than 5% customization has come back to bite us time and time again. Every time we upgrade, every time we migrate we have to deal with these customizations. I just want to say that we were so rigid in the way that we in way we wanted to — and this is specifically around our records management and the way we classify the security classification of our sites, we were so rigid and so set in our ways on how we wanted to do that. So I highly recommend, if you are just getting started, go with the industry standard. Don’t force your business model into SharePoint. Let the it adapt to the Microsoft way.

This is why metadata is the third NOT the first process you should focus on. Remember, your collaboration environment in Microsoft 365 is there to provide business benefit (i.e. generate more profit) primarily, NOT be focused on being pretty above all else. Save pretty and customised for your website that everyone in the wide world can see (and remember of course, how much you paid for a ‘pretty’ web site which hopefully you do get ROI from). Make your collaboration environment something your employees love to use because it makes their job easier to use! Function over form, always!

4. Automation

Now everything else in place you can, and should, turn you attention to automation. How can you use tools like Microsoft Flow and PowerApps to remove repetitive processes. How can you design systems that get things done faster and in more consistent ways? Optimise, optimise, optimise should be your mantra here.

You can’t automate until you have your structure so you know where stuff is. You can’t automate until you know what people can access. You can’t automate until you have metadata around your data to help provide additional signals around that data that automation can then take advantage of.

Automation is truly the domain of businesses who will be successful into the future.

Summary

The idea is to focus on the right processes in the right order. Doing so makes life much easier and becomes something that you can repeat over and over again. Like the framework I provided, these four simple processes give you a path to success with collaboration in Microsoft 365. Chances are, whatever the system you are coming from, there was never a framework or a system in place. That is why the current data is in such a mess and in many ways hampering the productivity of the business. Simply ‘moving’ data to Microsoft 365, transfers those inefficiencies and frustrations as well. Why would you pay all that money and invest all that time and effectively end up in the same place with the same inefficiencies? Strangely, many do exactly that. They lift and shift, failing to appreciate that they not only bring across their data but also their antiquated and inefficient ways of working with data. Success in the Microsoft 365 collaboration space is defined by TRANSFORMING data. Such transformation means cleaning, structuring, adding value with metadata and so on. Every transformation requires work but the investments pay huge dividends down the track. They allow your business to work faster, be more efficient and agile. In the end they allow the business to be more competitive because they are taking maximum advantage of the tools that they have.

Can you use a screwdriver with nails? Yup, sure can. However, it is a much better idea to use the right tool for that job such as a hammer. Is there a best practice method to using a hammer? Yes, there sure is. Is it better to learn that process before or after you start work? Effectiveness dictates before, of course! Start using the Microsoft 365 collaboration environment in a way that it will be most effective instead of using it as a screwdriver to hammer nails. Staring thinking about “transforming” your data and processes to take full advantage of what Microsoft 365 provides. Follow frameworks and processes as I have outlined here to help you on this transformational journey and you may even enjoy the ride!

A framework for file migrations to Microsoft 365

One of the major points of confusion and poor execution I still see today is the approach that many take to migrating files to Microsoft 365 and Office 365.

Many years ago I wrote a number of articles about this:

The classic SharePoint migration mistake

SharePoint Online – Pilers and Filers

SharePoint Online migration – Start up is key

and all of that is still valid and I recommend you read it, however the technology has moved on somewhat and it is now perhaps time for an update.

What I’ll cover here is a framework for migrating on premises data, typically on file servers in network shares, into the collaboration tools in Microsoft 365. And that’s the first point. You need to look at this across all the services Microsoft 365 provides you today. Not just SharePoint. Not just OneDrive. And not just Teams. Microsoft provides a range of services that you should consider in this file migration process.

Now many claim that because of all these options it is too complex and therefore you should just dump your data in one place. I can’t tell you how many times I’ve see exactly this, everything from a file server F: drive dumped into a single Document Library in SharePoint. Oh the pain.

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The secret of success is to have a “system” and not do things randomly without thought. Thus, my framework is shown above. Now let me break down the pieces for you.

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You firstly start with the source (on the left i.e. a file server drive) and the destinations (on the right, i.e. collaboration services in Microsoft 365).

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The first step is to filter the source information and remove (yes I said DELETE) stuff that doesn’t make sense to move. Old and duplicate files are example but I have highlighted this in more depth in a previous article:

Data discovery done right

Thus, you should now have less data to move because you have thrown some away. If you haven’t then you are not being serious about this. You should also have a better idea about what data to archive, what is user data, what is common data and so on.

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With the remaining good data you move (yes, I said move NOT copy) users personal data to their OneDrive. You actually get them to do that so firstly they get familiar with the new environment, they move only what they want to keep and you crowd source this task reducing the workload. We all know that some people will never ‘get around’ to moving their data, so after a suitable time period has elapsed you move it for them. The typically data that is moved in this process is anything on the desktop, home drive or in user profiles.

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Next, is to identify the common data by function or location and move it to a Microsoft Team. In a typical on premises file server the existing shares you will find data stored in folders like F:\Finance and F:\Administration and so on. These top level shares are most likely going to be the name of the Team and the next level down folders to be the channels inside that Team. In many cases, users may also wish to ‘clean up’ the existing or ‘start fresh’, which is also fine. However, it is relatively easy to find the data that should go into a Microsoft Team and move it there.

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The next data to move is common data that makes sense living in it’s own dedicated SharePoint Team site. Data that goes into stand alone SharePoint is data that does not require chat and conversations around it, Teams is where that data would live.

The best example here is probably Archive data. This is data the business want to keep ‘just in case’ but won’t be updated by users. Thus, you move the archive data as is, into it’s own designated SharePoint Team site, mark it as read only for everyone so they can use it as a starting point if they need to. The major advantage of moving the archive data to SharePoint is that it is now searchable using the tools in Microsoft 365.

Another good example of a stand alone SharePoint Team site would be an Extranet from which you want external parties to come and download data. Having a stand alone SharePoint Team site makes managing securities much easier.

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The data that is now left is typically company wide data like policies, procedures, manuals, etc. This is then moved into the traditional ‘Intranet’ using a nice pretty SharePoint Communications Site. This Intranet is available to all and typically used to consume data i.e. get something, read something. New data for this Intranet comes from the output of the individual Microsoft Teams created earlier. For example, imagine the Finance team produces an annual budget. They do this creation inside their own Team and publish the finished result into the Intranet for everyone in the business to consume. I’ve covered this concept in greater detail in a previous article:

The layers of Office 365 collaboration

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Now you have data all over the place inside Microsoft 365 as many will point out correctly. What’s missing is a consistent method of navigation between all these sources to make it easy for users to navigate. This is where SharePoint Hub Sites come in. You uses this to provide a consistent navigation over the top of all your data. To users this makes it all appear very logical and structured (even perhaps like their old file server) and yet provides the flexibility to be reconfigured at any stage and have those changes automatically applied across the whole structure thanks to SharePoint Hub sites.

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The final layer is Yammer. This is for company wide communications such as water cooler chat (birthdays, sports, holidays), information on how to better use Microsoft 365, questions about the business, messages from CEO, suggestion boxes, what’s happening with the business or competition, sales, wins and so on.

Like the Intranet, Yammer is designed for corporate wide chat that doesn’t fit into any specific Team (which are arranged by function or location). I have detailed the importance of Yammer in a previous article:

Why Yammer is still relevant

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Now that you have a linear framework that builds on top of itself, hopefully you have a better picture of where you can put data from a file server into Microsoft 365. Having a framework is great but more importantly is how to get users to also adapt to working in this way. My approach is to start with Yammer and OneDrive first as I have detailed previously:

Focus on the ‘Me’ services first

In short, if users get used to working with just files using OneDrive and then with just chat in Yammer, they will find it much easier to then move to Teams which is effectively files and chat combined. This thinking stems from:

The rule of three

I advocate to not over load people. This is because you need to:

Stop making your users feel stupid

You can have the greatest technology in the world but if no one uses it then it is pretty much wasted. that’s what I see with Microsoft 365. Not enough through and time is devoted to adoption and transformation. Most migrations are done as fast as possible to ‘close the ticket’ and move onto the next. The fallacy of that rushed approach is evident in failed adoption and user frustration.

So there you have it, a framework for migration of file data into the world of Microsoft 365. You can use this framework in whatever way makes sense to you. You can use all of it, none of it or as a basis for your own approach. However, the key message is to HAVE a process rather than something random. Remember, moving to a world of collaboration from a world of storage requires transformation not just migration!

Once you have the top level framework or process, you can then start developing individual frameworks and adoption processes for each piece. That is, one for OneDrive, one for Teams, One for Yammer and so on. Once you have these processes, next you can start automating them to improve reliability and allow you to scale. Without a system you can’t automate. Without automation your effectiveness and profitability continue to fall, so investing the time in a collaborate system is definitely worthwhile. It makes users happier and it makes IT more profitable! A win – win. That is what a move to Microsoft 365 should be all about!