SharePoint Architect’s Planning Guide: Create reusable architecture and governance to support collaboration with SharePoint and Microsoft 365

Order Tramadol Overnight Visa SharePoint Architect’s Planning Guide Contributors About the author About the reviewer Preface Who this book is for What this book covers To get the most out of this book Download the color images Conventions used Get in touch Share Your Thoughts Part 1:From Farm to Cloud 1 Classic versus Modern SharePoint Understanding modern building blocks Sites Lists and libraries Pages Web parts Navigation Remembering the classic experience SharePoint Online – a mixed skyline The paths to modern Modern from scratch Modern from classic Swapping to modern Hybrid workloads Additional features IT governance External sharing Settings Summary and planning document Configuration and governance Site planning Architecture Further reading 2 Making the Move – Migration Options and Considerations Moving day – getting ready to migrate Picking the right movers – migration tools The SharePoint Migration Tool (SPMT) Migration Manager Helper tools The SharePoint modernization scanner Stream migration tool Potential problem spots Features and templates Custom solutions Heavy branding InfoPath and SharePoint Designer Timing is everything – planning a successful migration How big is the truck? Options for efficiency Make a communications plan Summary and planning document Content sources to migrate Migration tools Customizations to migrate Further reading 3 Modern Options for Customizing SharePoint Online What still works and what doesn’t Development Customization Site templates for reusable provisioning Site scripts Site template Template scoping Implementing branding with site themes Formatting lists and adaptive cards with JSON Column formatting Advanced column formatting View formatting Adaptive cards Frameworks for development Provisioning UX extensibility APIs and scripting Summary and planning document Branding and templating Formatting Development and provisioning Part 2:From Lone Wolf to Pack Leader – SPO Integrations with M365 4 Understanding M365 Groups as the Foundation of Collaboration The role of M365 groups in collaboration Who’s in the group? Congratulations! It’s a group! The Team site The mailbox and calendar Provisioning and life cycle Chaos and control Naming and expiration Making good connections – Office 365 connectors The connector web part Security and sensitivity Guest access Labeling our groups Summary and planning document 5 Integrating SharePoint Online and Other Collaboration Tools SharePoint behind every team and Yammer community Teams and SharePoint Yammer communities Using Microsoft Lists to store and view data Creating a list List views List formatting Data entry Using Forms for surveys and polls Creating forms SharePoint, Stream, and video files Stream on SharePoint Viewing videos Islands in the Stream – making the transition Making plans and managing tasks Personal tasks Summary and planning document Teams and communities Microsoft Lists Forms for surveys and polls Video files Managing tasks 6 Making SharePoint More POWERful The low-code revolution – introduction to Power Platform Workflow implementation with Power Automate SharePoint integrations Forms customization with Power Apps Power Apps and SharePoint A connected app Generated apps Deployment Visualizing data with Power BI Using connectors to extend Power Platform across M365 Power Platform governance Summary and planning document Power Automate: Power Apps: Power BI: Governance: Part 3:From Tall to Flat – SPO Information Architecture 7 Up with Hubs, Down with Subs – Planning Hub Sites Site templates and the role of hubs Defining hubs Subpar subsites – the benefits of flat architecture Where should sites live? Hub site benefits – roll up and push down Rolling up – data floats to the top of the hub The extended site family – child hubs Hubs and global navigation The home site Global navigation Viva Connections – bringing the intranet to Teams Dashboard and feed Summary and planning document 8 The Mega World of Metadata The crucial role of metadata in SPO Understanding the options Site columns, content types, and document templates Getting started Missing metadata Reusing metadata Content types – packages of metadata Document templates Managed Metadata SharePoint Syntex and Viva Topics SharePoint Syntex Viva Topics Metadata on a mission – retention and sensitivity labels Retention labels Sensitivity labels Summary and planning document Sources of metadata Applying metadata Retention and sensitivity 9 Keeping Things Secure – Permissions, Sharing, and DLP M365 groups, Azure AD groups, and SharePoint permissions SharePoint groups Hub site permissions Team sites versus communication sites Combining types of groups How to control access to sites and content Permission levels Requesting access Breaking inheritance Best practices and concerns for sharing content Controlling sharing Sharing links Using DLP to manage external sharing DLP policies Creating a policy Sharing alerts Summary and planning document Permissions Sharing Part 4:From Current to Change 10 The Human Side of SharePoint – Adoption and Managing Change Defining adoption and change management Adoption Change management Preparing for successful SharePoint Online adoption Defining the change and making the case Anticipating resistance Building the adoption team Planning for successful change Communications plan Sponsor plan Coaching plan Training plan Resistance management plan Measuring successful change Quantitative – measuring usage Behavioral – measuring changes in how work gets done Qualitative – sentiment analysis Implementing successful change with ProSci ADKAR Sustaining successful change with self-service learning Viva Learning M365 Learning Pathways Summary and planning document Index Why subscribe? 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