sharepoint site architecture flat, deep or somewhere in ... · external sharing • only two places...

77
SharePoint Site Architecture Flat, Deep or somewhere in the middle? Office 365 Vancouver 2018

Upload: others

Post on 03-Jun-2020

6 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

SharePoint Site Architecture Flat, Deep or somewhere in the middle?

Office 365 Vancouver 2018

Page 2: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

David Drevero Digital Workplace Services Leado Office Servers & Services MVPo Saskatchewan SharePoint/O365 User Group

Where I am:o Twitter: @DavidMDrevero Email: [email protected] Blog: http://prairiedeveloper.como User Group: https://www.meetup.com/SKSPOUG/

Page 3: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Hi! I’m Joanne!

@[email protected]

SharePoint & Office 365 consultant | Speaker | Trainer | Mentor | Saskatchewan SharePoint & Office 365 UG

Page 4: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Our Goal for Today

Page 5: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Dan Holme (@danholme)-Director of Product Marketing at Microsoft-SharePoint and Office 365 evangelist

“A decade of governance work with clients has *rarely* shown a subsite-based IA to sustain and serve well over time. Moving

forward, sites & hub sites, and graph/search are the way to go!"

Page 6: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Site Collection

• Top level site container

• 1 root site

• Can contain many subsites

• Many things are scoped at this level

Terminology

Page 7: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

What’s scoped to a Site Collection?

Navigation Search PermissionsInformation Architecture

Features Branding StorageRetention & Disposition

Page 8: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Site Collection

• Top level site container

• 1 root site

• Can contain many subsites

• Many things are scoped at this level

Subsite

• Many subsites per site collection

• Subsite can itself be a subsite

• Few things are scoped at this level

Terminology

Page 9: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

What’s Flat?

Site Collection A Site Collection B Site Collection C Site Collection n

250,000 site collections per farm 500,000 site collections per tenant

Page 10: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

What’s Deep?

Site Collection A Site Collection B Site Collection C

2000 subsites per site collection

Page 11: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Provisioning

• Who can do it?

SharePoint Server

‘Farm Administrators’ SharePoint groupSharePoint Shell Access

‘Create subsites’ permission level

Page 12: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Who can do it?

Classic Site Collections

Global AdministratorSharePoint Online Administrator

SharePoint Online

Modern Site Collections

Everyone! Or…A security group you decide on!

Outlook SharePoint YammerMicrosoft

TeamsStaffHub Planner PowerBI

Page 13: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

The SharePoint sites provisioned with each of these are Site Collections, not sub-sites!

SharePoint Online

Outlook SharePoint YammerMicrosoft

TeamsStaffHub Planner PowerBI

Page 14: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Provisioning

• “Control the sprawl” with a site-provisioning process

• Governance• Controlling what type of site is being

created

• What type of content is going in it?

• Site ownership

Page 15: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Navigation

Page 16: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Navigation Considerations

• Sub-Sites can inherit navigation from the parent site collection

• Site Collections require metadata navigation configured in order to have pre-set navigation• Each Site Collection requires its own term

set (copy term sets to make it happen)

• Also have the option of Structured Navigation

Page 17: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Navigation

Page 18: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Navigation (Classic site)

Page 19: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Navigation (Modern site)

Page 20: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Permissions

• Site Collections start clean

• Customized Security = Heavy Administration

• Even worse for modern site administration (self governance concepts)

• Different than Shared Drives

Page 21: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

A

B

C

Inherits Permissions

Inherits Permissions

Page 22: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

A

B

C

Inherits Permissions

Page 23: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

A

B

C

Inherits Permissions

Page 24: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Inherits Permissions

Inherits Permissions

A

B

C

Page 25: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Inherits Permissions

A

B

C

Page 26: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

A

B

C

Inherits Permissions

Page 27: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Branding

Page 28: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Branding Considerations

• Very similar to the “Permission Model”

Page 29: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Information Architecture

• How much and where is it required?

• Does deep vs flat affect Information Architecture?

Page 30: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Information Architecture Hierarchy

• Corporate Portal1• Division Areas2

• Project Sites/Workspaces3• Team/Community Sites4

• Personal Sites5

Structure and Governance

Communication Sites

** SharePoint Hubs to organize

Office 365 Group sites

** SharePoint Hubs to organize

OneDrive for Business

How much and where is it required?Modern Sites

Page 31: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Information Architecture

• How much and where is it required?

Type of site Information Architecture required?

Corporate/divisional sites Yes

Custom solution sites (PowerApps, Microsoft Flow, etc.) Yes

Team collaboration sites It depends

Personal sites (OneDrive for Business) No

Page 32: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Information Architecture in Deep structure

• Content Types/site columns defined for each site collection

Site Collection A Site Collection B Site Collection C

Page 33: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Information Architecture in Flat structure • Do you need to share across site collections?

• Content Type Hub…a “Special” site collection

• Scripts

Site Collection A Site Collection B Site Collection C Site Collection n

Content Type Hub

Page 34: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Information Architecture Tips

• Define Managed terms at a global level and share across site collections

• Always Site Columns over List columns

• Use Content Type Hub or scripts

• Aim to hit the “sweet spot” of IA on collaboration sites

Think Reusability. Think Usability.

Page 35: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

• Even in deep structure, top level still controls some features

• Some features when enabled affect entire site collection.

Features

Page 36: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Search

How do you find content across a flat site architecture?

• Search and Office Graph

• Delve:• ‘Popular documents’• ‘What people are working on’

• OneDrive ‘Trending around me’

• Configured search web parts• Explicitly searching for something

Page 37: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Search is contextual

- Uses search scopes to do this

Out-of-the-box Search scopes: library/list, site, site collection, farm/tenant

Search in a library/list?

Results are from the

library/list

Search in a subsite?

Results are from

subsite

Search in site collection?

Results are from site collection

Search in a farm/tenant?

Results are from

farm/tenant

Page 38: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Storage

• SharePoint has “soft” storage limits

• Site Collections can allow for more space

• Sub-Sites may need to become site collections anyways because of storage

Page 39: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Page 40: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

• URL limitations exist just like File Explorer

• Deeper the architecture -> longer the base URL

Page 41: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com

Page 42: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites

Page 43: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites/divisions/

Page 44: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites/divisions/finance/

Page 45: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites/divisions/finance/accounting/

Page 46: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites/divisions/finance/accounting/accountspayble/

Page 47: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites/divisions/finance/accounting/accountspayble/externalvendorinvoicing

What happens if you throw a lot of folders into the mix?

Page 48: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites/divisions/finance/accounting/accountspayble/externalvendorinvoicing

What happens if you throw a lot of folders into the mix?

Page 49: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites/divisions/finance/accounting/accountspayble/externalvendorinvoicing/active

Page 50: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites/divisions/finance/accounting/accountspayble/externalvendorinvoicing/active/year

Page 51: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites/divisions/finance/accounting/accountspayble/externalvendorinvoicing/active/year/2018

Page 52: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites/divisions/finance/accounting/accountspayble/externalvendorinvoicing/active/year/2018/full_vendor_nam_cause_thats_what_people_do

Page 53: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

URLs

Consider:

https://contosointranet.com/sites/divisions/finance/accounting/accountspayble/externalvendorinvoicing/active/year/2018/full_vendor_name_cause_thats_what_people_do/some_really_long_title_version_1-5_final_final_I_really_mean_it_this_time_final.docx

I mean seriously!! I can’t even…

Page 54: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Retention • Retention Labels• Publish Locations

Page 55: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

SharePoint Retention

Microsoft Teams SP siteModern Team SP siteYammer SP siteModern Communication

SP site Classic SP site

Page 56: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Retention Policies

Over-arching

Page 57: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Retention Policies

Over-arching

Page 58: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Retention Policies

Over-arching

Page 59: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Retention Labels

Targeted Scenarios

Page 60: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Retention Plan, plan, plan

Page 61: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Archival

• Stale sites

Site Collection A

• Automated cleanup processes

• “Group Expiration for Office 365”

• Site Policies

Page 62: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

External Sharing

• Only Two Places to Control External Sharing

• Sub-Site isn’t one of them

Page 63: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Flexibility

• Architecture Affects Effort for Org Changes

Page 64: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture
Page 65: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture
Page 66: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture
Page 67: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Momma?

Page 68: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Flexibility

• Architecture affects effort for org changes

• Backup\Restore strategies affected by architecture

• Architecture even affects ability to test or troubleshoot solutions

Page 69: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

SharePoint Hub**Targeted Release

Page 70: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

SharePoint Hub sites

Site Collection A Site Collection B Site Collection C Site Collection D Site Collection E

SharePoint Hub

Page 71: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

SharePoint Hub sites

Site Collection A

Site Collection B

Site Collection C Site Collection D Site Collection E

SharePoint Hub

• Shared navigation• Look and Feel• News and activity roll up• Scoped search

Page 72: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

SharePoint Hub sites

Site Collection A

Site Collection B

Site Collection C Site Collection D

SharePoint Hub

Site Collection E Site Collection W

Site Collection Z

Site Collection X Site Collection Y

SharePoint Hub

Page 73: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

SharePoint Hub sites

Site Collection A

Site Collection B

Site Collection C Site Collection D

SharePoint Hub

Site Collection E Site Collection W

Site Collection Z

Site Collection X Site Collection Y

SharePoint Hub

Limit 50 Hubs per tenantHub can’t be part of another Hub

Page 74: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Key Points to Consider

• Provisioning

• Navigation

• Permissions

• Information Architecture

• Features

• Search

• Flexibility

• Storage

• URLs

• Retention

• Archival

• External Sharing

• Branding

• SharePoint Hub

Think long-term!

Page 75: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

What We Think

Page 76: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Do you have a Site Collection / Subsite dilemma? Let’s talk!

Page 77: SharePoint Site Architecture Flat, Deep or somewhere in ... · External Sharing • Only Two Places to Control External Sharing • Sub-Site isn’t one of them. Flexibility • Architecture

Thank you!