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- 1. THE SHAREPOINT TOOLBELTASHLEY ROGERS PAIT GROUP, LLC AROGERS@PAITGROUP.COM @ASHLEYKHILLIER
- 2. Platinum Sponsor Gold Sponsor Silver Sponsor Web Sponsors Thank you to our Sponsors! Raffle Prize Sponsor Venue Sponsor
- 3. ASHLEY ROGERS • SharePoint Consultant & Developer • SharePoint & Power Automate • Speaker & Blogger • Technical Lead
- 4. PERSONAS WHO IS THIS FOR?
- 5. End User becoming a Citizen Developer Traditional IT Pro inheriting SharePoint after the consultants left Project Manager using SharePoint Document Sets Can you Relate?
- 6. THE TOOLS • SharePoint Admin Center • SharePoint Management Shell • Visual Studio Code • Power Automate • SharePoint App Catalog
- 7. SHAREPOI NT ADMIN CENTER • Search and filter all sites • Change site URLs • Register Hub Sites • Site Creation Options • “More Features”
- 8. HOW DO I GET IT? Must be a Global (Tenant) or SharePoint Administrator Access from the waffle menu /_layouts/15/online/AdminHome.aspx#/home
- 9. SHAREPOINT MANAGEME NT SHELL • Task Automation and Configuration Management • Download Management Shell • Cmdlets are building blocks: • Get-SPOSite • Add-SPOSiteDesign • Invoke-SPOSiteSwap • References and Documentation Online
- 10. HOW DO I GET IT? • Download for free from the Microsoft Download Center! https://www.microsoft.com/en- us/download/details.aspx?id=35588
- 11. POWER AUTOMATE For Developers… • Easy intro to development concepts in a graphic interface • Connect to different data sources • Quickly automate business processes For Administrators… • Power Platform admin center • Automate PowerShell tasks (Advanced)
- 12. HOW DO I GET IT? Seeded through your existing Office365 license Access from the waffle menu flow.microsoft.com/
- 13. VISUAL STUDIO CODE • Tool for writing and maintaining code • JSON, PowerShell • Javascript, HTML • Intellisense • Beautify Code
- 14. HOW DO I GET IT? • Download for free! • https://code.visualstudio.com/download
- 15. SHAREPOI NT APP CATALOG • SPFx App Packages • See what has been deployed to your environment • Providing access • Assisting in custom code deployment and installation
- 16. HOW DO I GET IT? Must be provisioned May already exist in tenant
- 17. BONUS TOOLS! • Microsoft Graph Explorer https://developer.microsoft.com/en- us/graph/graph-explorer • Azure https://portal.azure.com/ • Community Forums https://powerusers.microsoft.com/ • All Admin Centers https://admin.microsoft.com/AdminPortal/Home#/alladmincenters
- 18. EVENT SPONSORED BY MARTHA CASTIGLIA IN LOVING MEMORY OF TOM 4282 Esplanade Court, San Diego, CA 92122
Editor's Notes
- The end user who copied and pasted some stuff called JSON from the Microsoft Documentation and who is now the “SharePoint Developer” for the company The traditional IT pro who inherited SharePoint after the consultants left and really doesn’t know where to start The Project Manager who figured out how to use Document Sets in a SharePoint library to manage project files and is now in charge of SharePoint Administration and maybe sort of process automation Ideas for presenting the personas: the “before” as they see themselves, and the “after” as they are now EMPOWERED! If you find yourself relating to one of these personas, here are some questions you might be asking yourself: Why am I in IT? Am I still a PM? All I did was copy and paste some JSON stuff from the documentation. I’m not a developer, right? You! You’re my citizen developer! PACE: no later than the 10 minute mark when this is finished
- 1 minute
- 5 Mins Of course, we have to kick it off with the SharePoint admin center. This is your one-stop shop to get an overview of all the SharePoint sites in your tenant, and there have been so many recent additions to functionality, things that you used to have to do in PowerShell but that you can now handle with just a few clicks. Admins and Devs alike will visit the admin center often. I suggest getting in here and poking around– familiarize yourself with what you can do, such as Policies and Settings Search for sites, filter by owner, filter by hub name Common Requests: Change URLs and site names Register and unregister sites as hubs Manage External sharing settings Manage Site Creation options Turn on or off subsite creation option Turn on or off the “Comments” section on site pages Familiar with Central Administration from On-prem? Look under “More features” for things like Term store, User profiles, and Search settings.
- PACING: 15 minute mark
- 8 Mins If you’re NOT familiar with what this is, PowerShell is a scripting language that helps with task automation and configuration management. That’s a mouthful, but when you think about it, that’s exactly what you want. With SharePoint you’re going to run into plenty of situations where you need to repeat tasks over and over again, such as adding users to sites, performing site or permissions audits, or bringing legacy information into SharePoint from outside sources such as Excel, SQL, etc. In order to get started with PowerShell for SharePoint you’ll want to download a SharePoint-specific PowerShell console called “Management Shell.” This is basically just a tool that comes preloaded with all the “cmdlets” you’ll need to talk to SharePoint Online. Everything we do in PowerShell starts with what are called “cmdlets.” These are the building blocks of PowerShell scripts, and each one refers to specific functionality and may take various parameters. You’ll often see them structured as “Verb-Noun” Examples are: Get-SPOSite Add-SPOSiteDesign Invoke-SPOSiteSwap If asked, mention that PnP PowerShell runs from within the default PowerShell console, NOT management shell DEMO: Connect-SPO –URL site url; get-sposite
- PACING: 23-25 minute mark
- 8 Mins Power Automate is a great place to start automating tasks once you’re familiar with how your users are working with SharePoint. This is really a split “top tool,” as developers and admins can both use Power Automate, but admins may be less interested in the functionality and more interested in the admin center Mention name change from Microsoft Flow to Microsoft Power Automate…but we still create “flows.” To access Power Automate: Just be a licensed user in your tenant To access the Power Platform Admin center: Either be a Global (tenant) admin, or be assigned the Power Platform Admin role by a global admin. Devs: Easy introduction to development concepts such as variables, loops, filters, APIs, etc. in a graphic interface At intermediate level, transition to things like using PowerShell with Power Automate At advanced level, take what you’ve learned about apply those same concepts to learning SharePoint framework Admins: Tool to help automate common PowerShell tasks (using azure automation) Review the Admin center in Power Automate to understand who has access to what and who is creating apps and flows in which environments DEMO: Create from within SharePoint, for a specific item
- PACING: 31-33 minute mark
- 3-5 mins Both admins and devs find Visual Studio code useful for the same reason: intellisense and support for multiple programming languages. Devs: Even if you’re a complete newbie, you’ll quickly find yourself writing light JSON and PowerShell, and for sure as you progress as a developer you’ll add in things like JavaScript and HTML in order to support SPFx web parts. Admins: As a new administrator, Visual Studio Code goes hand in hand with using SharePoint Management Shell. You can write and test your powershell right from within VS Code as you begin to progress to handle more complex administrative tasks via PowerShell. Tips: Beautify your code Easy to read Use it to edit your JSON For SharePoint column and view formatting For JSON in Power Automate: inspecting and adjusting DEMO: JSON body from Power Automate; beautify PowerShell cmdlets
- PACING: 35-38 minute mark
- 3-5 mins I include this here not because I think you’ll immediately be uploading applications here, but because you need to know what is it and how it works. Admins: You care about this because you need to know who is uploading applications to your tenant and where they are deployed. You are the curators and caretakers, and it’s worth working hand in hand with developers on your team to understand what is happening where. If your developers are not ALSO admins, you’ll be the ones providing access to this and you may also be asked to upload packages and deploy them. It’s best to have some knowledge before that situation arises. Devs: You care because this is where you’ll live if you’re creating custom SPFx web parts and extensions! Gotchyas: some issues with the modern interface and uploading from there; just use the classic
- PACING: 38-42 minute mark It may already exist in your tenant, especially if you’re inheriting a tenant that is already being used and that already has custom web parts deployed. The url will depend on what was specified, because it really is just a site. It’s usually /catalog or /appcatalog, DEMO: Show how to provision it and how to see whether or not it’s already provisioned
- 3 minutes (43-45 minute mark, with time for questions) Tools that didn’t make my “top 5 newbie list” for whatever reason– either too “advanced” to be newbie, or not specifically relevant to both admins and devs PACING: only review these if time permits; this is a filler slide