Tag Archives: SharePoint Design

Gaining access to OneDrives within your organisation

Below I have created a quick guide to show you how to gain access to a user’s OneDrive within your organisation. This video is for SharePoint administrators and you will need to be at least a SharePoint admin in Office 365 to carry out these steps.

A OneDrive site is effectively a SharePoint site collection with a document library. When a OneDrive is created by the user in Office 365, it grants the user site collection admin rights. It doesn’t add any other administrators or groups to the permissions. You can do this manually using the steps shown in the video below or you could create a script to apply permissions to all of your OneDrive sites using the PowerShell Client Object Model.



Managing assignments in Microsoft Classroom

I’ve created a quick video to show the ease of setting and managing assignments in Office 365. My overall impression of assignment setting in Office 365 was good, however as you see in the video there are several random errors and UK MIS integration isn’t available at the moment (so this is only for advanced teachers who setup their own class groups).

Microsoft Classroom allows assignment setting and homework management. It can be used as part of a wider SharePoint portal hosted in Office 365. Please feel free to contact us for a demo of this at Cloud Design Box.



Issues with the new SharePoint interface for document and picture libraries

Let’s start with the positive aspects of this new interface. It’s responsive and integrates really well into the OneDrive app for mobile devices. However there are currently a number of setbacks for users when switching to the new look interface. Users should consider it carefully before turning the new interface on at tenancy level or on a per user basis.

New Document and Picture Library

No JS Link property

Microsoft have mentioned that there is still some functionality to roll out, however they have not been specific about what that will include. A large number of businesses use JS Link to highlight data in a list or library and to add some custom actions at the item level. This is done using the Microsoft best practices of using client side JavaScript, however we are still awaiting this functionality in the new interface. New features are being added to the new interface such as content types and custom columns so we can only hope that this will also be added before the full implementation of the new interface in 2017.

No JS actions to brand the interface

A while ago I blogged about using JS instead of custom master pages to brand the look and feel. Again this is client side code and was Microsoft best practice, however this doesn’t seem to apply to the new view. The new look interface despite being modern and minimalist is bland and unbranded. Most companies/schools want branded intranets, they are always keen to get away from the “SharePoint” look. Although the new interface is modern and responsive, all of the pages look the same and it is possible that we will fall into the trap of looking like SharePoint again. Theming engines do not offer the bespoke customisation that most users require. The future of SharePoint event and videos did mention a chrome as part of the SharePoint framework so we can only hope that this is exposed to JS developers.

No image link in picture libraries

On occasions users require a link to a document or image inside a library. This used to be easy for users to do, open it up and copy the URL. This is no longer possible for an image library as each image opens up in a lightbox view. There are no options to get a link to the exact image, in fact there is an option called “get a link” but this shares the image and changes the permissions rather than giving a URL link (for users to use on a site or email).

These are the initial issues I have found with the new look interface. It seems to be have been rushed out to tenancies without investigation into how customers use library views within SharePoint. Although there is a benefit having a similar interface to OneDrive and having it work as a single page application, the fact that it is part of a SharePoint site and has that extra SharePoint functionality makes it usable to end users. The new views will run side by side until 2017, hopefully by then Microsoft will have resolved the issues and released the new SharePoint framework for Microsoft partners (due to go live in autumn 2016) to get developing branding and custom JS solutions.

UPDATE: 08/07/2016

Microsoft have released this update confirming that there is still functionality to be added to the new user experience. Looks very positive for JS links and other missing functionality: http://dev.office.com/blogs/update-on-modern-document-libraries-and-extensiblity

The future of SharePoint

The future of SharePoint event took place last night live from San Francisco. It was a live online event open to all which was watched by thousands of SharePoint fans across the globe. Microsoft renewed its commitment to SharePoint and the SharePoint brand by announcing the renaming of the sites tile in Office 365 to SharePoint and the release of a new SharePoint mobile app.

SP2016mobileteamsite

It was a very exciting glimpse into the future of SharePoint (both on-premises and online). A completely new revamped UI for team and publishing sites and a slick editing experience. One of the flaws with the current SharePoint experience is the inheritance of older SharePoint site templates and libraries which has only incrementally improved over time. Frustratingly this has left users with a poor mobile experience and a clunky, more complex editing process. Even the current SharePoint 2013 mobile site looks more like an ancient WAP site designed for a Nokia 7110. Below is a sneak peak as to what the new team site may look like. Above is a preview of the new SharePoint app.

SP2016teamsite

New document library experience

This has already rolled out to some tenancies. It gives a fresh look to document libraries which puts them in-line with the OneDrive experience and the SharePoint mobile view. The classic view will still be supported if you are using JS client side rendering, workflows or specific custom views. One downside to the new experience is the loss of any branding, however you could add document libraries to pages if you wanted to keep this. Users can pin files to the top of the page and get really nice previews of documents. Administrators can override end users to choose either the classic or new view of document libraries (see details here).

Design and development

The new improvements in the interface mean not only a fully responsive design but also a mobile app experience on iOS, Android and Windows. SharePoint is also moving away from the iframe app part model allowing more fluid and responsive web parts. For designers and developers there is now a new SharePoint framework (to be released later this year) which doesn’t depend on Visual Studio or any server-side development. Using JavaScript open source libraries we will soon be able to create design experiences which apply to both the browser and mobile apps.

There was several indications that design was moving this way over the last few years. Check out my earlier posts on moving from custom master pages to JS actions and client side rendering. Using these client side technologies was the first step in preparing ourselves for the new client side rendering experience for the next generation of SharePoint portals. I’m very excited to get stuck into the new SharePoint framework technologies (please release it soon Microsoft!). If you can’t wait to get started, you can start by learning the new technologies which will be used to develop against the SharePoint framework such as nodejs, Yeoman, Gruntjs and all the open source JavaScript frameworks which interest you. There is a good post on how to get hold of all these applications and packages on this blog post by Stefan Bauer. You can also view the full development lifecycle processes that Microsoft recommend in their latest video previewing the new framework below.



Microsoft Flow

Microsoft Flow is a new tool in the SharePoint toolbox. It’s a new way to get data into SharePoint and perform workflows using custom logic. It doesn’t replace InfoPath or SharePoint Designer but I can see many uses for it in a business process environment and sales. It extends workflow functionality out of SharePoint using templates or custom written apps. For examples you can have a flow which picks up tweets from Twitter and puts them into a SharePoint list. Very interesting to see how this product develops with SharePoint. You can find out more on the flow website.

Microsoft PowerApps

Create your own mobile apps in a few simple steps from lists and libraries in SharePoint without having to write any code. This could be a mobile app or just a web app. In fact you can do this from the browser from any list in a few simple steps. This could be a SharePoint list view or a web part. The PowerApps will be available from within the SharePoint app. I’m assuming you will be able to pin these apps to your start screen like you can with OneNote notebooks and pages. You can find out more about Power Apps on the website.

More updates to come…

Adding SharePoint Online navigation from XML using PowerShell CSOM

The following PowerShell scripts were created to enable me to deploy a custom navigation across multiple site collections. You can use managed metadata navigation as mentioned in my previous post. Unfortunately this method doesn’t allow the user to reuse managed metadata navigation across multiple site collections (no idea why, I thought that was one of the advantages of managed metadata navigation!).

So a new and clean way of doing this is to use the CSOM for PowerShell. The code below deletes every navigation node using the first function and then adds each item added to an XML file. A strength of using this method is it can be manipulated to add additional logic for adding links to particular site collections depending on the variables in the XML file. Hope you find this useful.

For SharePoint design, workflows, automation, training and support please visit my SharePoint consultancy site www.clouddesignbox.co.uk. We offer education and business SharePoint solutions and services.

Deleting all navigation nodes using CSOM PowerShell

It’s fairly straightforward to enumerate nodes in an array, in this example I’m deleting all the top navigation menu nodes in a SharePoint site. This is how I would normally loop through the top navigation menu:

$topNav = $context.Web.Navigation.TopNavigationBar;
$context.Load($topNav);
foreach ($topNavItem in $topNav)
{
	Write-Host $topNavItem.Title
}

However if I want to loop through the menu and delete all the nodes, the above function errors as the array has changed each time it loops, the method below works but doesn’t catch all the menu items.

for ($ii = 0; $ii -lt $topNodes.Count; $ii++)
{
	Write-Host $topNodes[$ii].Title 
	$topNodes[$ii].deleteObject();
	$context.ExecuteQuery();
}

As we are enumerating the nodes, we are removing nodes from the start and changing the position of the other nodes in the array. As the loop continues to run, it can skip positions of some of the nodes.

A solution which works better is looping through the array backwards. As you loop through the array backwards, it doesn’t change the position of items still in the array.

for ($ii = $topNodes.Count - 1; $ii -ge 0; $ii--)
{
	Write-Host $topNodes[$ii].Title 
	$topNodes[$ii].deleteObject();
	$context.ExecuteQuery();
}

Hope you may find this useful, it can be difficult to find why the loop misses some random items and hopefully looping backwards will avoid any issues like this.

How to stop using custom master pages when branding SharePoint



With the rise of Office 365 and SharePoint online, the ancient practice of using a custom master page to brand a SharePoint site is coming to an end. SharePoint online has many incremental changes, bug fixes and improvements to the Seattle master page meaning that if you have taken a copy of this Master Page to apply your branding, you could be missing out on the constant evolution of SharePoint online.

Custom Master Pages can still be used but Microsoft recommend against this now. The good news is that we can make exactly the same branding changes without having to use a custom master page.

I will briefly mention that you can create themes for SharePoint very quickly using Microsoft’s free tool which can be downloaded from here. Great for quick colour palettes and background images but not great if you want a responsive or more custom design.

Custom master pages (for branding purposes) tended to have a small number of adjustments such as:

  • Custom HTML (maybe for a menu container)
  • Links to CSS files (for responsive styling and branding)
  • Links to JavaScript files (for use of jQuery and additional libraries)

Link to custom CSS file

A link to a custom CSS file is recommended for advanced branding changes. This won’t affect any improvements to the default Seattle master page however you may need to update the CSS from time to time to reflect any interface changes. The alternative CSS link can be set via the GUI on a publishing site or by CSOM on any site.

As a designer, you will be aware that you can’t do everything in CSS such as placeholders for menus or other interactive content or run JavaScript.

Inject JavaScript

JavaScript and HTML plays a big role in most branding exercises. It could be DOM manipulation, a responsive menu, sliding effects or responsive background slideshows and JavaScript tends to be a requirement on most projects. Luckily there is some more good news, JavaScript can be added to a site without editing the Master Page by adding custom actions.

You should already be storing JavaScript in external files (in the Style Library) rather than embedding on the master page. So the only change is to inject these JavaScript files rather than reference them on the MasterPage. This can be done via CSOM (I use the PowerShell method).

#Run all of your lines to load the context of the site collection
$context.Load($site)

#add custom js injection action
$customJSAction = $site.UsercustomJSActions.Add();
$customJSAction.Location = “ScriptLink”;
#reference to JS file
$customJSAction.ScriptSrc = “~SiteCollection/Style Library/JS Display Templates/test.js”;
#load it last
$customJSAction.Sequence = 1000;
#make the changes
$customJSAction.Update();
$context.ExecuteQuery();

You can use the same objects to remove all the custom actions and list them. You can find out more information and the C# examples here.

Conclusion

Although this is a different way of thinking about branding, in the long run, it’s cleaner and more reusable than custom master pages. Your customers will have a better experience in Office 365 but even CSS and DOM manipulation may need updating as SharePoint evolves.

Some really useful examples and more detailed explanations can be found on Vesa Juvonen’s Ignite talk. In Vesa’s example he uses Visual Studio and Apps to deploy the CSS and JS.

In the video at the top of the post, I quickly go through the process of setting alternative CSS and JavaScript custom actions.

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.



How to render display template on a list view

This blog post is a bit more technical than my previous entries. Just recently, I was required to show two different views of a list on the same page (both styled with JS Display Templates). It’s relatively straight forward when you know how to quickly get the view GUID from the web part.

JS Display template only applying to one web part

You may have seen in other posts that you can get the GUID of a view by going to the edit view page and grabbing it from the URL encoded string. However this doesn’t always work for web parts added to the page as they tend to get thier own unique “current view”.

There is a really easy and quick way of finding this GUID using an alert in your JavaScript Display Template. When you are working with the current list object, in my example below “ctx”, you can get the view GUID from this object by calling “ctx.view”. Wrap that up in an alert and the alerts will render from top to bottom on the page and display each web part view GUID.

alert(ctx.view);

Once you have the GUID, use another if statement in your code to set the base view id. Now your JavaScript only applies to that one view for the list.

if (ctx.view === "{07BC665B-0274-42D2-97BF-8EBEA8B72436}") {
	//Override the BaseViewID if it's the one we want.
	ctx.BaseViewID = 722;                
}