MS Ignite 2017 Day 3

Early day. Had lots of great content given today with many different speakers. All session are linked to content over at the Microsoft Technical Community site.

 

Practice Test for 70-346 – Bombed. Follow up with TK on ADFS notes and look at PowerShell commands and also check on the meaning of the service pictures to understand what is happening

 

BRK2306 – Automate workflows and enable modern approvals with Microsoft Flow

Good beginning session for soup to nuts intro of Flow

Demo of notification Flow from Manager

Demo of twitter sentiments read from Tweets of users then displayed into Power BI and displayed in a bar graph to show positive and negative feedback

Customer story of financial provider to keep track of tax withholdings using Flow

30K up front cost with 8 million dollar return 🙂

Create buttons and share them in the Flow App

There is an Admin and developer center for Flow to give you background information and runs on flow to track runs

 

THR1065 – An introduction to SharePoint Patterns and Practices

Good references to get started with PnP

 

BRK2243 – Understanding your collaboration options in Office 365

Teamwork today section

Which tool to use?

1- Who are you communicating with?

Inner Loop or outer loop(transparency)

2-What is everyone naturally inclined to do?

Culture and comfort zone

3-What decisions have your team made

What the group agrees to use

How you collaborate Create Communicate Connect Coordinate

MS Teams Demo, tasks in planner, docs in SharePoint and calendars

Post link from item directly into Teams

Using Yammer to have a public conversation

 

BRK3128 – PowerShell unplugged with Jeffery Snover and Don Jones

Awesome session with Don and Jeff and PM for PowerShell

Showed GitHub and how to explain on submitting changes for things

Also called out plea for users to submit updates for more specific error messages out of PowerShell

Great repo ire between the speakers and the audience

Literally the best dev talk I have been to where I didn’t want to fall asleep when they started opening the code window and typing stuff

Need to post the video link to this session

 

THR2060 – State of the SharePoint PowerShell nation, 2017

Spence Harbar talks on where we are in PowerShell for this year

Check with him on email for script examples

Building tools and not just building scripts wit PS

Check into the new site powershell commandlet and see why it doesn’t create the default groups by default (and see if anyone else has done this)

Updating the Distributed cache service account after the farm creation is not clear (check his blog post from March of 2016)

Check out the PnP commandlets for 365

Check out the channel 9 video for PnP intro

Workpads?

 

THR2181 – The impact of digital literacy on Office 365 user adoption

8 Pillars of digital literacy

Check this out and along with the white paper the speaker wrote.

950% ROI on training for users

No shortcuts, just search for it after pressing windows button

 

THR2018 – Be the Yammer rock star at your organization with the Yammer mobile app and device notifications

Description of mobile App

Layout of use cases

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MS Ignite 2017 Day 2

Excellent day of presentations and more content than my brain could hold. All sessions are linked to content over at the Microsoft Technical Community site.

 

BRK2814 – Accelerate your digital transformation with SharePoint and OneDrive

Link to slides and video for session

SP 2019 and office demo next year 2018 May and released EOY 2018.

New SharePoint conference in Vegas May 2018

 

BRK3071 – Get an overview of MS Teams architecture

Lots of developery stuff and conceptual stuff

They laid out stuff that I didn’t really understand

It was interesting to hear how the different functions of teams worked behind the scenes in order to run all different parts of the service.

 

BRK1053 – MS Office 365 adoption user group meetup

http://bit.ly/O365AUGChiMU October 5th meeting

Collab 365 conference November 1st

December 5-8 SharePoint Fest http://www.sharepointfest.com

Jeff Fried – BA Insights Did 2010 and 2013 on premises search for MS previously

 

BRK2207-Inform and engage employees with SharePoint communication sites and news

Lots of great ideas

Hub sites introduction

Web parts demo in both Android and iOS

Great roadmap for the future features

Ability to move sites in and out of other hubs

Better image handling and image modifying inside the editing view of a page

 

BRK2224– Transform business process with SharePoint, PowerApps, and Flow for biz apps, forms, and automation

End of 5K list Limit

Column custom formatting by using JSON code

Auto created indexes on lists columns

Power Apps improvements: Make changes in all view, edit, and new formats in one place

Theme’s available to apply that are the same as your SharePoint Site theme

New Rules section in power apps (just like InfoPath)

Also created a save and publish format for similar InfoPath functionality

New options in forms settings to set the default form with Power Apps?

Power Apps web part coming end of this year for SP Online

Flow enhancements: Flow Launch Panel that prompt users for information inside the Flow before it executes running as the current user

Also there will be an out of the box send for review Flow that will send approval to built-in manager value

Microsoft Forms – Surveys, Quizzes, Polls, Information Gathering is the main uses for this

For advanced stuff there is Power Apps

Nascar Demo from all different features O365

 

THR2056 – Beyond deployment: How IT can inspire, motivate, and drive sustainable adoption

MS Ignite 2017 Day 1

What a way to kick off the conference! So much good stuff here! Whether you’re talking about AI or future vision of things to come, there was some great stuff revealed during the talk today. MS is definitely looking to do some great things and the quantum computing stuff is just the start.

 

Vision Keynote:

Wow lots of great information over Microsoft 365 and all the key pieces that should be in place to help

Great House music to get things started and get the crowd pumped up

The link to the replay of the talk is here:

Great demos of MS Teams and using Augmented Reality to innovate in the design process of building a car. I never realized that there was so much that goes into the forethought of every part of the car. The angles of the side mirrors to display the biggest view to the driver. This could be a great prototyping tool for all manufacturing companies to build out and design things to see what they would look like without having to invest lots of capital up front to produce things like proof of concept items.

TK01 – Create a modern workplace with Microsoft 365

Actually had a rough go of this session. I walked all the way from the keynote in the south building over to the west to catch this one and right as I was about to go it, the room was full. So we all had to relocate to some more comfortable digs in the hangout room. I think I got the better chair and view going here. Plus hey I can watch 3 sessions for the price of one. 🙂

Lots of great demos here with the surface hub and how O365 is changing the flow of information into work with new tools like teams and one drive in order to surface content.

There was also a neat demo of scheduling a meeting using Cortana and then allowing the service to go out and check everyone’s calendar in order to find out the best time for everyone to meet. That’s a pretty cool feature.

THR2035 – Learn best practices for SharePoint Site owners

Great short talk here on strategies to help educate site owners on new functionality of O365 to manage content in lists and libraries using things like views that showed missing required metadata fields. Another great feature show was the usage stats available to site owners as well to be able to track the growth of a site to measure how successful deploying a new site or adding new content to an older site will be.

THR2039 – Explore the mobile options for OneDrive for Business and SharePoint Files

Great short session over the improvements and new features coming for OneDrive for Business. I think the fact that you can view so many file types without the corresponding program will be a great reason many people turn on or switch to OneDrive. Had a couple of great demos on both Android and iOS devices. Really looking forward to seeing this in action

BRK2181 – Accelerate productivity with search and discovery in SharePoint and Office 365

Wow this session was packed with new feature announcements and previews of search features coming to both SharePoint and Office 365. The Bing Search preview was interesting, but idk how many people will be willing to switch their search to this. The benefit is definitely an improved search function and deeper scanning of items to reveal insights in content. Cant wait to try this out in my test tenant.

THR2177 – Managing space and Time with Visio and Power BI

Great short session displaying how to integrate color coding and data within Visio and Power BI. This session described the functionality to estimate distances built into the Ignite app that will tell you travel times by foot for users going from one room in Ignite to another session. The intelligence behind this is awesome and I would love to demo this sometime.

THR2251 – Support your infrastructure with data-driven network diagrams

This session was very similar to the previous session in that it used Visio to surface data based in excel or SQL that gets loaded into SharePoint to reference in a network diagram through Power BI. Excellent demo’s and explanation on the process of how it happens.

Todd Klindt’s SharePoint Podcast

Yay! Live Show!! See my picture above for a summary and the link to the show here.

 

Ignite Welcome Reception – Good food great discussions and even better conversations with vendors and Microsoft folks.

MS Ignite 2017 Pre Conference Day 0 Mobile Intranet PRE11

Wow. This was a great all day session! We got the inside scoop on a lot of the functionality and announcements that were going to happen this week. Quite a few times the presenters couldn’t say too much because they didn’t want to steal the thunder from any major announcements happening this week. Cant wait to hear all this later in the week! All content is linked over at the MS Community Site link

Microsoft 365 is made up of:

  1. Office 365
    1. Outlook
    2. SharePoint
    3. Yammer
    4. Office Apps
    5. Teams
      1. All this has O365 Groups, Microsoft Graph, and Security and Compliance underneath it
  2. Helps you Connect, Communicate, Create and Coordinate
    1. Email and Outlook Groups: Ubiquitous for targeted communication
    2. Inner Loop (Microsoft Teams)
    3. Outer Loop (Yammer) working in open, conversations are public automatically
  3. Which tool to use?
    1. Who are you talking with? -inner loop or outer loop (transparency)
    2. Defaults – Culture and comfort zone (and “requirements”)
    3. Decisions – What the group agrees to use (collaboration contract)
  4. SharePoint and OneDrive connect the workplace
    1. Share and Work together
    2. Inform and engage people
    3. Transform business processes
    4. Harness Internal knowledge
  5. SharePoint News End to End
    1. Create in SP mobile app, SharePoint sites, and SharePoint home in O365
    2. Consume from SP Home in Office 365, SP Mobile app, SP Sites, MS Teams, new digest email and promote

Demo for SharePoint news

Demo for Communication Sites

Demo of Power Apps

Power Apps Session with Audrey???

Demo of Flow

Demo of SharePoint Sites and preview stuff

New Feature: Hub Sites roll up for multiple sites and areas in SharePoint Online

Allows consistent navigation, consistent search, consistent roll up

Can mix and match comm sites and team sites for hubs

No need for new site, you can nominate a hub site

Create the site, then you go in and add a site

During site provisioning, you can make this mandatory if you want to (Shawn Squires session)

Moving a site currently for hubs does not affect the permissions, but they want to know if this is something they want to change?

Demo of Search and Discovery and also on Mobile

Delve will be grown as well to surface more content in different places

Demo of SharePoint Mobile Apps and improvements coming

SP Search Katherine

Demo of OneDrive for business 101

Https://aka.ms/J6ck4d

Interface for Sharing docs and other stuff through O365, OneDrive, and even desktop is same interface…cool!

Check the MS Community site for a great reference for sessions!

 

 

Nintex Learning site and exams

Today I wanted to let everyone know about a great resource that I recently came across and have benefitted tremendously from. In my current day-to-day work I do quite a bit of work converting InfoPath and older forms to Nintex Forms and Nintex Workflows, and I recently learned about a great website that the company has to offer training to users who want to take their knowledge to the next level and be recognized for it.

The site is https://learning.nintex.com

If you go there, you will need to create an account to sign up, but once you do, they offer you a set of training materials (videos, ect.) that you can view to get the basics down for learning Nintex Forms and Nintex Workflows.
Also if you are like me and have to maintain an installation of these products, they also offer an admin course on the things to learn to install and setup this product in you SharePoint farm as well!
Each course you take will build on the knowledge of the last so you can increase your understanding of the product better, but the best thing of all is when you complete the course videos, you then become eligible to take a test over the content you just studied.
If you are lucky enough to pass the test, you are officially recognized with a certificate of passing the course (see my examples below)

Nintex Workflow Pro Certificate

Nintex Workflow Admin Certificate

Update 12/04/2017: Recently Nintex has updated their training site to reflect a newer look and feel, so if you haven’t check it out in a while, I encourage you to take a look at it again!

Correcting or Improving a view filter in SharePoint

Side Note: I verified this setting in SharePoint 2016, 2013, and SharePoint Online

If you have a view of a webpart or other view in general that you are using filters on, there comes a time when you might find out that you can improve or modify a filter on a view by changing the columns that are filtered by.

In my case I had the following filters on a view:

What wasn’t clear to me at the time was how to remove the filter clause at the top of the list without having to rearrange everything I had already set up.

I’ve been working with SharePoint for a while now so I thought originally all you had to do was remove it somehow, but that wasn’t right in front of me.

I quickly figured out that if you just set the column to “None” and then also clear out the value at the top and click okay it actually removed all of my other filter choices. (No Bueno)

Luckily I had memorized my filter choices at this point since I was changing the view on 8 other views with the same filter choices.

My question is why isn’t this process easier to figure out?

I would think by putting an ‘X’ to the right of the filter option, this would be able to let the user know that they could remove this filter choice if needed or desired see below:

So I did what lots of Microsoft folks I spoke to last week at Ignite told me to do. Go and create an option in uservoice about it and upvote it:

https://sharepoint.uservoice.com/forums/329214-sites-and-collaboration/suggestions/31757365-make-modfying-view-filters-easier

So if you like this, please click on the link and help upvote this to get it to the product team.

Thanks!

-BJ

SharePoint Saturday 2017 Atlanta

On June 17th I had the pleasure of attending another great SharePoint Saturday event put on by one of the best users groups in the area and it did not disappoint!

The morning Keynote was given By Stephen L. Rose from the OneDrive for Business team at Microsoft.

It was really great to see from him all the new features and functionality that are coming ahead in just the next couple of months! Its something I think that will make users of OneDrive want it even more!

SPSATL2017-2

I also attended several other session about workflow and forms with Laura Rogers which was a great session describing all the ins and outs of how Flow is developing into quite a nice tool that still has a ways to go in certain areas, but is quickly being developed into an actual SharePoint Designer replacement.

There was also a great Power Apps session given by Laura later in the day where she went through some great scenarios and examples of how the current version of Power Apps compares with InfoPath as well. It can do some great things right now, but as with Flow, it still needs to be fleshed out I think more in order to be an actual replacement for the older tools everyone is used to.

Much of the content I saw from this day definitely centered around more of the push to Office 365, but what excites me even more is being able to mold these features and capabilities to the on premises and hybrid worlds of SharePoint.

Thanks once again to the Atlanta SharePoint group and all of the volunteers who work at this event! It was another great day of training that I learned more than my brain could hold. 🙂

SPSATL2017-3

Creating sample data for SharePoint with SPDG

If you work like I do trying to setup test environments in SharePoint often, the experience is great when you finally get all the bells and whistles activated for the features you need to test, but then what?

Now you have a great looking environment with no data! A SharePoint farm with no data in it is like a chocolate chip cookie without the chocolate chips in it. You might as well throw it away and go get something else to eat.

Never fear though as I have recently discovered a great tool that can auto generate much of the content needed to flesh out a SharePoint farm and it happen to be an open source project on GitHub created by the same fine folks that created SPDocKit!

It’s called SPDG (short for SharePoint Data Generator) and it’s another awesome tool to add to your arsenal if you don’t already use it.

Just head over to Github at the following link and check it out here!

Below is an example screenshot to give you an idea of what it looks like:

What is even better about this tool is that you can use it to generate as much content or as little as you need to flesh out your test box. It works with SharePoint Online, and even older versions of SharePoint like 2010!

This tool is so great and I can see so many uses for it, I may just have to do a demo video of this sometime down the road, so stay tuned! I’d love to see more folks talking about this because it definitely saves a lot of time and effort to fill up an empty farm when you need to give a demo!

Many thanks again to the guys over at SysKit for developing something awesome like this!

I hope you enjoy it as well!

No time for documentation? Get SPDocKit!

For many people who work in development and IT there tends to be one universal truth that I have seen time and time again. People setup and spend lots of time and money creating great software systems for businesses and other organizations, but when it comes time to document where things are and how things are configured, documentation falls in line sometimes with the same considerations as system security (hello Equifax?).

I don’t normally write product reviews or give endorsements, but for this one, I have taken an exception. If you need to figure out what all is in your SharePoint farm right now and don’t know, or even if you “THINK” you know about everything in your SharePoint farm and don’t have it on paper, please check out SPDocKit from the great folks at Syskit.

Here’s a great summary if you have never heard of them!

SPDocKit – Ultimate SharePoint Admin Tool

 

Not only will this product document the configuration settings of your farm, it can regularly take snapshots of your environment to help you know how things change over time. And you can even easily publish reports of your farm config at any time! Just take a snapshot (which is like a backup type of job), and then you can report on all kinds of things!

If you want to put your own company logo or labeling on the reports that get output, you have that option as well!

One other thing to know is you can try this out for 30 days and see if you like it, but I can already tell you that once you set this product up and run it once and actually see all of the information that is gathered about your farm in a small amount of time, that you will literally be telling the folks at Syskit “Shut up and take my money!”.

I hope you get to check it out! It’s also very affordable for what the product does!

Here’s a great overview of their latest version:

Hands-on SPDocKit 7 – SharePoint performance, Permissions audit and SharePoint Online

 

Displaying pdf reports in SharePoint

I had an interesting request by someone the other day. I was helping them set up a new site template for SharePoint 2013 and they wanted to display a couple of reports on their site that they had in pdf format in a way to showcase the numbers of the report to others in the company that would visit this site.

There are multiple ways actually to do this very method, but the one I ended up going with is referenced in the following article:

https://sharepoint.stackexchange.com/questions/151161/how-to-embed-word-and-pdf-documents-in-pages

After doing this one the page it gave a pretty good layout on the page. My only concern going forward is having to update this manually and having to possibly retrain someone to keep this showing the most up to date info on the page.

There are other things I would like to research as part of this like putting in zoom or other capabilities in the code to modify the view of the pdf for the users.

I hope this gives you more ideas for displaying info on sites and pages and should work regardless of what version of SharePoint you are working with.

If you have interesting ways to display reports or other objects on pages, feel free to add to this in the comments below.

Thanks!  -BJ

Update 9/18/17:

Beau Cameron just posted a fantastic article about how to do this in O365. Here’s the link:

http://www.aerieconsulting.com/blog/how-to-embed-a-pdf-in-a-modern-sharepoint-page?utm_source=collab365&utm_medium=collab365today&utm_campaign=daily_digest

Enjoy!