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Page 1: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Office 365 Team Sites

Page 2: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

HELLO!My name is

Amit VasuSr. SharePoint Consultant, MVPwww.amitvasu.com

Page 3: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

What is team site?

Page 4: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Team Sites

A place to work together with a group of people. Team information Collaboration

Page 5: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Team Site Default Artifacts

Getting Started

Documents

Notebook

The tiles help explain some of the ways you can tailor the site to the project at hand

Team site comes with a library for storing documents, which is automatically shared with everyone who has access to the site

Digital notebook you can use to write, add pictures and videos, paste in clippings from websites or documents.

NewsfeedThe site’s newsfeed is a lightweight and simple way to have ad-hoc conversations with the people involved in the project

Page 6: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

What should be included in Team Sites.

It depends on type of site you are working.

Most common features are given by SharePoint

Getting Started tiles represent common apps that you might want to add to your site.

“Working on a deadline?” installs the Tasks and Calendar apps.

“Keep email in context” installs a brand new add-in called “Site Mailbox”.

“Add lists, libraries and other add-ins” redirects to Add-In Page

Page 7: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

DEMO – Team Site

Page 8: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Sub-Site OR Pages?

Page 9: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

What is Sub-Site

Sub-site is a site that lives under another site.

Container of potentially dedicated Lists/Libraries and Pages

Can have unique permissions.

Page 10: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

What is a Page

Page is a view to display content to make it easy for your team members.

Typically inherited security.

Page 11: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

When do I use Site?

You require unique permissions

You need supporting lists and libraries that are logically separate from other lists and libraries

Want separate Master Page (Look and Feel)

You don’t want to manually manage navigation.

Page 12: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

DEMO – Site vs Page

Page 13: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

What NOT to do

Page 14: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Avoid where possible

SharePoint is not a file-share

Keeping all controls with IT

Not planning for Search

SharePoint Designer customizations

Too much information for users

Page 15: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Document Organization

Page 16: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Avoid Folders

Folders should be used as exception

Use Document Sets instead

If used for security reason change view to show content without folder.

Page 17: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Content Types

A content type is a reusable collection of metadata (columns), workflow, behavior, and other settings

Site content types help make it easy to provide consistency across a site.

Use your own content type instead of default content type.

Page 18: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Metadata

Metadata is information about information

Consistent use of terminology

Help with your search

Managed Metadata for hierarchical terms

Involve business in defining metadata

Page 19: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Security

Page 20: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Site Security

Security are applied either to individual users or to SharePoint groups.

AD Groups can be used if DIRSYNC configured

Hybrid security i.e. SP Groups and AD Groups.

Use security inheritance where possible.

Page 21: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Access Request

Two scenarios User without permissions requests for permissions User without “Manage Permissions” shares with new users

How to enable it Outgoing email setting “Access request email” setting at web

Access Request List Exists in EVERY uniquely permissioned Site (WEB). Stores every access requests & invitation Only users in Associated Owners group can access the list Recipients are notified only after Owners approve

Page 22: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Access Request

Access denied

User gets

Access

Denied

Requests

access

Sharing without “Manage Permissions”

User shares a site

with a recipient

who doesn’t

have access

Access request

created

Admin

notified of

pending

access

request

by email

Approves

access

request

from

access

request

list

User is

notified

by email

with a link

to the

resource

Page 23: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

External Access & Invitations

External user invited

This creates invitation in

Access Request List

Invitation email sent

to guest with

invitation URL

Guest clicks URL.

Verification of validity of

invitation and if

external access is enabled.

Guest signs in with

Microsoft Account or Office 365 Account.

Verification of redeemer.

Guest added to

SharePoint Online

Directory Service & to

site collection

Guest gets permissions

on the object & is redirected

to it

Security validations Check if External Access is enabled Check if invitation is valid Check if redeemer is the same

Features blocked for authenticated guests SkyDrive Pro, Newsfeed, Following, Sites hub, Site Mailbox

Page 24: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

Guest Links

User shares a

document

using Edit or

View link

Hidden user

created and

granted

permissions

on the

document.

Inheritance

broken.

Guest receives

email with

Guest Link.

Clicks on the

link.

Verification:

Are Guest

Links

enabled? Is

this a valid

link? Does the

document

exist?

User

impersonates

the hidden

user and is

redirected to

the document

in web apps.

Security validations Check if Guest Links are enabled Check if the link is a valid link

• Site secret• Does the document exist?

Check if this link has been disabled

Page 25: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

External users can… External users can’t…Use Office Online for viewing and editing documents. Create their own personal sites (what used to be

referred to as My Sites), edit their profile, change their photo, or see aggregated tasks. External users don’t get their own OneDrive for Business document library.

Perform tasks on a site consistent with the permission level that they are assigned.

Be an administrator for a site collection

See other types of content on sites. See the company-wide newsfeed

Add storage to the overall tenant storage pool

Access the Search Center or execute searches against “everything.” Other search features that may not be available include: Advanced Content Processing, continuous crawls, and refiners.

Access site mailboxes

Access PowerBI features such as Power View, Power Pivot, Quick Explore, or Timeline Slicer. The

Use eDiscovery.

What External Users can do…

Page 26: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

DEMO – Security

Page 27: Office 365 Team Sites - Meetupfiles.meetup.com/5050862/Office 365 Team Sites - Amit Vasu.pdf · HELLO! My name is Amit Vasu Sr. SharePoint Consultant, MVP

THANK YOU