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Microsoft Planner Deep Dive

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Microsoft Planner Deep Dive session presented at SharePoint Saturday London 2017.

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Microsoft Planner Deep Dive

  1. 1. Microsoft Planner Deep Dive 24June2017
  2. 2. Thanks to the Sponsors!
  3. 3. https://andrevala.com /in/andrevala @atomicvee andre.vala@gmail.com André Vala SharePoint Lead Architect @ everis Portugal Office Servers and Services MVP SharePointer for 11+ years Speaker & author Who Am I?
  4. 4. Agenda Under the hood RoadmapOverview Managing Plans Planner Integration 19 SLIDES + 1 DEMO LEVEL: 100 ALL 4 SLIDES LEVEL: 200 DEV+ITPRO 12 SLIDES + 2 DEMOS LEVEL: 300 ITPRO 13 SLIDES + 1 DEMO LEVEL: 300 DEV 4 SLIDES LEVEL: 100 ALL
  5. 5. Microsoft Planner
  6. 6. 30% of executives say the greatest challenge to executing strategy is the failure to coordinate across units1 62% of employees work from multiple locations in a month2 25% of the average worker’s time goes into looking for information3 1. Harvard Business Review. “Why Strategy Execution Unravels—and What to Do About It.” 2. Forrester Remote Work Survey 3. IDC. “The High Cost of Not Finding Information.” MODERN WORKPLACE CHALLENGES
  7. 7. One size doesn’t fit all OVERVIEW SMS
  8. 8. Work Management OVERVIEW Wunderlist Planner Project Low Medium High PMO / Executives and Project Teams Ad-hoc Teams Individuals LEVEL OF COMPLEXITY To-Do
  9. 9. Competition OVERVIEW
  10. 10. Planner Concepts OVERVIEW Planner Hub • Shows a summary of each of the user’s favorite plans • Allows access to all of the organization’s public plans
  11. 11. Planner Concepts OVERVIEW Plan • Owned by a group • Inherits group’s members • Contains tasks • Contains buckets
  12. 12. Planner Concepts OVERVIEW Task • Represented by a card • Placed in a bucket • Can be assigned to one or more members • Can have a start and due date • Has a progress status • Can contain a checklist • Can have files attached or linked • Can have labels • Can have comments
  13. 13. Planner Concepts OVERVIEW Comments Attachments Progress Status Owner(s) Label Start Date Due Date Checklist
  14. 14. Planner Concepts OVERVIEW Bucket • Set of tasks organized in a column • Can have any name • A plan can have several buckets
  15. 15. Planner Concepts OVERVIEW Chart View • Shows plan tasks by status • Shows tasks by group member • Lists tasks and allows grouping and filtering
  16. 16. What is this? A Moon? A Space Station! Death Star
  17. 17. Superlaser
  18. 18. Who is this? Darth Vader
  19. 19. Who is this? Director Krennic
  20. 20. Overview
  21. 21. Out-of-the-box Compliance ISO 27001 ISO 27018 EU Model Clauses HIPAA BAA SOC 1 & 2 OVERVIEW
  22. 22. Planner Mobile Apps OVERVIEW Native Android Windows 10 Universal App Native iOS SOON SOONAVAILABLE NOW
  23. 23. Requirements Office 365 Enterprise (E1, E3, E4 and E5) Office 365 Education (E1, E3, E4 and E5) Office 365 Business Essentials Office 365 Business Premium OVERVIEW
  24. 24. Microsoft Planner
  25. 25. Architecture UNDER THE HOOD GROUP NOTEBOOKCALENDAR CONVERSATIONS MEMBERSHIP PLANFILES OneNote Azure Active Directory Azure Web App SharePoint Team Site Exchange Mailbox Yammer Group Exchange Calendar TEAM Azure Web App
  26. 26. Architecture UNDER THE HOOD Azure AD Azure Exchange Mailbox Yammer Group SharePoint Team Site
  27. 27. Data Model UNDER THE HOOD GROUP TASKBUCKET PLAN DETAIL TASK DETAIL USER FILE PLAN TASKBOARD 1 N 1 1 CATEGORY 1 6 1 N 1 N PLAN 13 1 1 N N ASSIGNED TO N N REFERENCE N N MEMBER PROGRESS TASKBOARD BUCKET TASKBOARD ASSIGNED TO TASKBOARD N 1
  28. 28. Microsoft Planner
  29. 29. Management UI MANAGING PLANS Azure AD Control Panel Office 365 Admin Center Office 365 Admin App
  30. 30. Management UI MANAGING PLANS Task Azure AD Control Panel Office 365 Admin Center Office 365 Admin App Create, update and delete groups Add and remove group members and owners Set dynamic membership policies
  31. 31. Management UI
  32. 32. PowerShell MANAGING PLANS *-UnifiedGroup Create, edit and delete groups Manage single-value properties available on the Group object *-UnifiedGroupLinks Manage members, owners and subscriber list Use PowerShell to manage Office 365 Groups Convert an Exchange distribution group to an Office 365 Group
  33. 33. Plan Creation Policies MANAGING PLANS PS> Connect-MsolService PS> $policy = Get-MsolAllSettingTemplate | where-object {$_.displayname -eq "Group.Unified"} PS> $setting = $policy.CreateSettingsObject() PS> $setting["EnableGroupCreation"] = "false" PS> $setting["GroupCreationAllowedGroupId"] = "{group ID}" PS> New-MsolSettings -SettingsObject $setting Manage Office 365 Group creation
  34. 34. Disable Guest Access MANAGING PLANS PS> Connect-MsolService PS> $policy = Get-MsolAllSettingTemplate | where-object {$_.displayname -eq "Group.Unified"} PS> $setting = $policy.CreateSettingsObject() PS> $setting["AllowGuestsToAccessGroups"] = "false" PS> New-MsolSettings -SettingsObject $setting Guest access to Office 365 groups - Admin Help
  35. 35. Prevent Users From Adding Guests MANAGING PLANS PS> Connect-MsolService PS> $policy = Get-MsolAllSettingTemplate | where-object {$_.displayname -eq "Group.Unified"} PS> $setting = $policy.CreateSettingsObject() PS> $setting["AllowToAddGuests"] = "false" PS> New-MsolSettings -SettingsObject $setting Guest access to Office 365 groups - Admin Help
  36. 36. Who is this? Galen Erso
  37. 37. Managing Plans with PowerShell
  38. 38. Naming Conventions MANAGING PLANS
  39. 39. Dynamic Membership MANAGING PLANS Managing groups in Azure Active Directory
  40. 40. Microsoft Planner
  41. 41. Microsoft Graph API PLANNER INTEGRATION https://graph.microsoft.com/ USERS FILES MAIL CALENDARGROUPS Insights and relationships from Microsoft Graph TASKS
  42. 42. Microsoft Graph API PLANNER INTEGRATION EVENTS MANAGEMENT CONVERSATIONS NOTES DRIVE PLANS PLANS BUCKETS TASKS GROUPS API TASKS API Tasks API Overview
  43. 43. Groups API PLANNER INTEGRATION Get Group Info GET https://graph.microsoft.com/v1.0/groups/{id}/ Get Group Members GET https://graph.microsoft.com/v1.0/groups/{id}/members Get Group Plans GET https://graph.microsoft.com/beta/groups/{id}/plans Get Groups I’m a Member Of GET https://graph.microsoft.com/v1.0/me/getMemberGroups
  44. 44. Plans API PLANNER INTEGRATION Get Plan Info GET https://graph.microsoft.com/beta/plans?$filter=owner eq '{id}' Get Plan Details GET https://graph.microsoft.com/beta/plans/{id}/details Get Plan Buckets GET https://graph.microsoft.com/beta/plans/{id}/buckets Get Plan Tasks GET https://graph.microsoft.com/beta/plans/{id}/tasks Group ID
  45. 45. Tasks API PLANNER INTEGRATION Get My Tasks GET https://graph.microsoft.com/beta/tasks?$filter=createdby eq 'me' Get Task Info GET https://graph.microsoft.com/beta/tasks/{id} Get Task Details GET https://graph.microsoft.com/beta/tasks/{id}/details
  46. 46. Buckets API PLANNER INTEGRATION Get Bucket Info GET https://graph.microsoft.com/beta/buckets/{id} Get Bucket Tasks GET https://graph.microsoft.com/beta/buckets/{id}/tasks
  47. 47. Death Star Plans
  48. 48. Stolen Death Star Plans Jyn Erso
  49. 49. Darth Vader tried to avoid the theft...
  50. 50. R2-D2 Copied Death Star Plans Princess Leia
  51. 51. Design flaw? Thermal Exhaust Port
  52. 52. Planner Integration
  53. 53. Microsoft Planner
  54. 54. Roadmap Available Now • Creation Policy in AAD • External user access • Multiple users per task • Alert management • Planner mobile apps Soon • Plan templates • Timeline view • Custom backgrounds Most Requested • Integrate tasks with calendar • Better integration with Outlook • Due date notification • Multiple plans per group • Search capabilities https://roadmap.office.com https://planner.uservoice.com IN PROGRESS PARTIALLY
  55. 55. External User Access ROADMAP Plan Owner/Members  Owners can add guest users  Members are aware of guest participation across all group endpoints Guests (subscribed experience in their email account)  Receives a welcome email and groups messages  Access Plans as well as files and notes Tenant Admin can turn on/off:  Guest access to groups within tenant  Adding of guest users per group  Adding of guest users across any group within tenant
  56. 56. Plan Templates Early Thinking (plans may change)  Start from existing plan / copy plan  User/Org defined templates  Task/Bucket/Checklist templates  Recurring Tasks  NOT Microsoft defined templates ROADMAP
  57. 57. Next Steps Microsoft Tech Community https://techcommunity.microsoft.com Planner @ User Voice https://planner.uservoice.com Answers @ Microsoft https://answers.microsoft.com Office Blog https://blogs.office.com Office Roadmap http://roadmap.office.com
  58. 58. Q&A Thank you Brian Kesinger https://andrevala.com /in/andrevala @atomicvee andre.vala@gmail.com
  59. 59. Thanks to the Sponsors!

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