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

Length: 276 pages
Edition: 1
Language: English
Publisher: Packt Publishing
Publication Date: 2022-08-30
ISBN-10: 1803249366
ISBN-13: 9781803249360
Sales Rank: #0 (See Top 100 Books)

A practical handbook with proven recommendations and design considerations for creating elegant SharePoint solutions and integrating with other collaboration tools to build value for your organization

Key Features

Learn how to structure sites, pages, and data with effective metadata
Understand the modernization of SharePoint over time and discover ways to leverage its out-of-the-box features
Fit all the pieces together across cloud tools like Teams, OneDrive, Planner, and Forms

Book Description

After opening a toolbox full of tools, it can initially be hard to know which is the right one for the job – which tool works best and when. Showing you how to create an informed and purposeful plan for SharePoint Online in the context of the Microsoft 365 suite of tools is what this book is all about.

SharePoint Architect’s Planning Guide will help you understand all you can do with SharePoint. Whether the tools are new to you or you’ve used the older versions in the past, your journey will start by learning about the building blocks. This book is not a step-by-step guide; there are tons of online resources to give you that and to help you better keep up with the pace of change. This book is a planning guide, helping you with the context, capabilities, and considerations for implementing SharePoint Online in the most successful way possible. Whether you need to plan a new intranet, migrate files to a modern platform, or take advantage of tools such as Power Platform, Teams, and Planner, this guide will help you get to grips with the technology, ask the right questions to build your plan, and successfully implement it from the technical and user adoption perspectives.

By the end of this Microsoft book, you’ll be able to perceive the toolbox as a whole and efficiently prepare a planning and governance document for use in your organization.

What you will learn

Find out how to build or migrate to an effective modern intranet
Explore how SharePoint works with other Microsoft 365 tools
Discover best practices for extending SharePoint
Understand the ways to implement effective metadata
Plan for successful adoption and change management
Explore best practices for site and data architecture

Who this book is for

This book is for any IT professional looking for an all-encompassing view of the collaboration tools in Microsoft 365 to plan for successful SharePoint adoption. This book will benefit long-time SharePoint on-premises administrators making a leap to the cloud, as well as IT architects with experience in other areas who’ve never worked with SharePoint.

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
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