Category Archives: SharePoint

What users want from SharePoint news articles

Releasing organisational and team communication via SharePoint news articles is a powerful way to connect with colleagues. News articles in SharePoint appear aggregated on the SharePoint home page and get pushed out to the mobile app via notification. They render great in both experiences.

I’ve had several users ask for enhancements for SharePoint news, we always try to direct people to the SharePoint user voice page so they can share their thoughts with the community and Microsoft. The most popular requests I have had are:

  • Target news stories at groups of people
  • Add news from external sources
  • Option to unpublish and delete news stories

Some good news below, some of these are resolved now or in the new year. Unpublish and delete news stories is still not available (from an intuitive interface – you can go to site pages via site contents). You can vote for it here

Many users have reported that they are happy with the editing interface. Using the same intuitive page editing experience as standard SharePoint pages, news articles are easy to adopt in any organisation.

SharePoint News Story

In addition to creating news pages, users can now share links to external news stories. SharePoint intelligently extracts images and text from the external source, all the end user needs to do is provide a link to the external article.

SharePoint news options

Sharing external news will make users aware of an external article without the creator having to manually recreate or copy and paste the story.

News Link

Did you know that you can now save news articles to read later? I’ve not had this request from any end-users but seems useful if you find an article that is interesting, but you are in a rush. This can be done via the mobile app by clicking the bookmark icon or from the SharePoint home page.

Save SharePoint News Articles

There are some exciting updates coming to SharePoint news in 2019. When I speak to people, I often get asked about targeting news stories to groups of people. My response is that the news article should be added to a SharePoint site which only the correct users have access to. This is a bit of a workaround but not for long! Audience targeting based on groups or individuals is coming early next year to make news even more powerful. It will help owners target news while having a central repository for news.

News comments have not been particularly useful as users often don’t return to see new comments. This is set to improve too over the coming months. Users will be able to use @ to mention other people in the organisation. With intelligent auto-complete, it will really be easy to mention other people and get them involved in the conversation. Mentions will automatically trigger notifications or reminder emails, meaning that comments are not missed again.

We will provide some video tutorials as soon as the new functionality is available!

If you have your own ideas to improve SharePoint news, we would like to hear from you. Comment below and add your ideas to the SharePoint user voice page. With your feedback, Microsoft can see what end-users really want.

ESPC: SharePoint Team Sites and Microsoft Teams Working Together

The future role of SharePoint with the advent of Teams has been on my mind for over a year now. Teams is built on top of SharePoint but is an application rather than a website. Teams has chat and collaboration, but SharePoint has news and is interconnected with related sites through Hub sites in sometimes a more intuitive interface. Teams is gaining more user adoption with its modern way of creating an efficient workplace. The governance and admin controls are on their way for Teams too. Which should you use? Do you have to make a choice?

As a SharePoint and Teams provider, it has been hard to determine if Teams was there to replace SharePoint or that it would work side-by-side with SharePoint. My initial thoughts were that SharePoint would be the organisation intranet (communication sites), a place to go for company-wide communication and resources. Microsoft Teams or SharePoint Team sites were great for small-medium team collaboration.

At the European SharePoint, Office 365 and Azure conference 2018 in Copenhagen, Jeff Teper (Corporate Vice President – Office 365) explained the vision for SharePoint and Teams.

Jeff Teper Corporate Vice President - Office 365

The vision Microsoft have is that SharePoint Team sites and MS Teams live side-by-side. In fact, they should be the same collaboration areas but accessed through different mediums. Eventually everything in SharePoint should be surfaced in Teams. Recently Microsoft have released an option to create a Microsoft Team from a SharePoint Team site, this even adds a cool link to open the Team.

The release of SharePoint Framework (SPFx) web parts for Teams supports moving towards this goal, surfacing the same functionality for both platforms (just in a different shell). It also works the other way around, Microsoft Team SharePoint Team sites (the site behind the Team!), can be added to SharePoint Hub sites just like any other SharePoint site so news and events can be aggregated. When planning site architecture, we can now imagine that whatever site or team is planned in either SharePoint or Teams, both could be accessed with either application.

There are still going to be instances where one is preferred over the other. In some scenarios, Office 365 groups with owners and members might not be the preferred access model for SharePoint intranet sites but there is a valid option for these sites – modern communication sites. Microsoft mentioned that they will be closing the gap on differences between communication and team sites and that one day you should be able to convert one to another. This again would help organisations on a long journey moving to a modern team-based flat structure.

More exciting updates to come….

Bulk tagging in SharePoint Online

Tagging resources with metadata can provide a range of advantages when it comes to sorting, grouping and searching.

You might decide to create a custom view to group items outside of any folder structure. This would be particularly useful if you had a complex folder structure but wanted to group all the documents of a particular topic together (outside of the folder structure).

Bulk Tagging

Tagging in SharePoint Online is really easy and you can even do this in bulk.

Let’s take this folder as an example. I have a “Topic” managed metadata column which I want to update for all the documents in this folder.

Metadata view

Select the documents which require tagging (click the checkbox to the left of the document). Use the checkbox at the top if you want to select all the documents.

Document selection

Open the information panel by selecting the “i” symbol shown below.

SharePoint information panel

You can now bulk tag documents. You will only change the columns in which you enter a value (you won’t wipe the other choices).

Edit columns

Press Save. They are all instantly tagged!

Tagged documents in SharePoint

Now that the documents are tagged, they will appear in search results for the tag, any views containing this column and any grouped views.

For more SharePoint news:

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Find out more about SharePoint in education, Teams and Class Notebook by attending a webinar.

The benefits of Office 365 and SharePoint in education

There’s no denying that Office 365 now provides a fantastic integrated suite of products. Why should schools and colleges look at moving to Office 365? Can it save time, money and improve student engagement? Let’s take a look in more detail.

Why is cloud storage important?

Office Integration
Office 365

One of the big benefits of using Office 365 (in general), is the close integration with Office Online. The days when students had to install Office on a PC or be restricted to an OS or desktop device are long gone. Office 365 brings Word, Excel, PowerPoint, OneNote and Sway to all devices. Office 365 licencing also means that students can download the full version too.

Access on any device

Can your students access all the lesson resources, shared drives and personal drives on their mobile and tablet devices at home? Only Google and Microsoft provide realistic solutions. Both are free for schools, but both require some setup and modification to make them suitable for each individual school.

Students are far more likely to access resources on mobile or tablet devices. In fact, many will never want to own a laptop or desktop computer. In addition to this, teachers are more reliant on using personal tablets and phones to access resources. The OneDrive for Business app allows students to search and navigate through all the shared resources from their phone and tablet.

Document management
Office 365

Remember accidentally losing a file? It would involve a call to the IT department who would then be searching through backups trying to locate the correct file. OneDrive and SharePoint both have a recycle bin, so you can restore documents for 93 days after the original deletion date. If you delete it from the end-user recycle bin, your IT admins can get it back from the site collection recycle bin (within the 93 days). Even after the 93 days, you can call Microsoft who can sometimes help you get older files back.

What if someone saves over a document or a mistake is made? Every document has version history by default, so you can easily go back to a previous version of the document.

Live collaboration and co-authoring

One of the most impressive features of SharePoint to demonstrate is the ability for multiple users to work on the same document at the same time. It could be a lesson plan in a Word Document, a marksheet in excel or a presentation in PowerPoint. These products provide co-authoring in a slick and easy-to-use way. The paragraph, cell or slide will lock and all users will see the editing live (see below).

Remember when marksheet spreadsheets were locked for editing when trying to open on the school servers? You don’t have that problem in SharePoint, you can work quicker and more efficiently saving precious time that teachers don’t have enough of.
co-authoring
Co-authoring in Office 365

What about homework and electronic assignments?

SharePoint is a great document management system but what about assignments and grading work? For homework and assignments, Office 365 has a range of built-in and third-party products to provide assignment functionality.

Microsoft Teams is also free for education and comes with some built-in assignment tools. These are great basic assignment tools ideal for keeping track of homework. Teams integrates with SharePoint, so you can access all your class and shared resources.

Microsoft Teams
Assignments in Microsoft Teams

Class Notebook is a powerful learning tool with individual student sections, an immersive reader, and tools to distribute and collect work.

OneNote Class Notebook
OneNote Class Notebook

If you want some more in-depth assignment tools, third-party products such as teacher dashboard, firefly, show my homework and many more come with Office 365 single sign-on. Store your resources in SharePoint and use any other application for assignments. Please note that not all these third-party products will allow students an easy way to create and submit office documents.

At Cloud Design Box, we can help you implement Teams with MIS data, create SharePoint resource areas, apply custom branding, training, support, workflows and much more! Contact us via the website for more details.

SharePoint by Cloud Design Box
SharePoint Design by Cloud Design Box

Using the SharePoint recycle bin

I’m often asked about restoring deleted documents, where the recycle bins are and how long they are kept there for. Hope this post will be of use to some of you.

SharePoint’s powerful document management features provide the end user and administrator ways of recovering deleted items. Items can be deleted accidentally (sometimes without the end user even knowing). Luckily we can go into SharePoint and recover the document before it is lost forever.

Two stage recovery

When a document is first deleted, it goes into the end user recycle bin on the site. The user deleting the item has several days (93 days by default in SharePoint Online) to recover the item themselves.

After that period (or if the item is deleted from the site recycle bin) it then goes into the second-stage recycle bin. The second-stage recycle bin is only accessible by the site collection administrator. There is then another 93 days to recover the item before it is deleted forever! Items in the second-stage recycle bin don’t count towards your site collection quota but items will automatically be deleted if you exceed 200% of your site collection quota (which is unlikely if you make sure your site collection has 1TB of storage).

I’ve created the video below to explain the recovery process from both recycle bins. A great way to find those missing documents which were accidentally deleted by the end user.



More information can be found here on the Microsoft website.

How to embed a Twitter widget on a SharePoint page

Many schools and businesses are using twitter as a social communication platform to send out news and information to users. How to embed twitter feeds on SharePoint intranets and public sites has been a popular question recently so thought I would share with you how it is done. I’ve also created a video guide on YouTube to talk through the process.

First login to your twitter account in a browser on a desktop computer (it doesn’t have to be the same account as the one that you want to display in your widget).

Click on your profile picture in the top right of the screen and select “Settings” from the drop down menu.

Twitter

Select “Widgets” from the left side menu.

Twitter

Create a new widget.

Twitter

Choose your design and configuration. More options are available via the customisation documentation link on the page. Click “Create Widget” to generate the code.

Twitter

Copy and paste the code into a Script Editor web part. The Script Editor web part can be found under the “Media and Content” category.

Twitter

I go through the process in more detail in the video below. Hope you find it useful. For SharePoint support and consultancy please contact me at Cloud Design Box.



Visual Upgrade Grayed out at top level site

All the sites managed the visual upgrade except the top level site. You can run this Powershell script to upgrade all sites in a site collection:

$site = Get-SPSite(“https://webappurl“)

foreach ($web in $site.AllWebs) { $web.UIVersion = 4; $web.Update() }

 

After running this, the top level site was in preview mode with a link in a yellow bar giving the option to upgrade the site. Click on the yellow bar and it will take you to the following page:

https://webappurl/_layouts/prjsetng.aspx

In the Visual Upgrade options, select “

note: 

I think you could probably do this at a top level site by going to https://webappurl/_layouts/prjsetng.aspx and selecting upgrade interface and then the buttons would be ungrayed. Best practice to do a visual upgrade in powershell and loop through all the sites in a site collection.