SharePoint Online Power User Playbook , livre ebook

SharePoint Online Power User Playbook

Next-Generation Approach for Collaboration, Content Management, and Security

by
Deviprasad Panda
FIRST EDITION 2020
Copyright © BPB Publications, India
ISBN: 978-93-89845-56-3
All Rights Reserved. No part of this publication may be reproduced or distributed in any form or by any means or stored in a database or retrieval system, without the prior written permission of the publisher with the exception to the program listings which may be entered, stored and executed in a computer system, but they can not be reproduced by the means of publication.
LIMITS OF LIABILITY AND DISCLAIMER OF WARRANTY
The information contained in this book is true to correct and the best of author’s & publisher’s knowledge. The author has made every effort to ensure the accuracy of these publications, but cannot be held responsible for any loss or damage arising from any information in this book.
All trademarks referred to in the book are acknowledged as properties of their respective owners.
Distributors:
BPB PUBLICATIONS
20, Ansari Road, Darya Ganj
New Delhi-110002
Ph: 23254990/23254991
MICRO MEDIA
Shop No. 5, Mahendra Chambers,
150 DN Rd. Next to Capital Cinema,
V.T. (C.S.T.) Station, MUMBAI-400 001
Ph: 22078296/22078297
DECCAN AGENCIES
4-3-329, Bank Street,
Hyderabad-500195
Ph: 24756967/24756400
BPB BOOK CENTRE
376 Old Lajpat Rai Market,
Delhi-110006
Ph: 23861747
Published by Manish Jain for BPB Publications, 20 Ansari Road, Darya Ganj, New Delhi-110002 and Printed by him at Repro India Ltd, Mumbai
Dedicated to
Parents, Elder Brother, Younger Brother, Wife, and Lord Jagannath – Most important in my life. Thanks for everything you do
About the Author
Mr. Deviprasad Panda is currently working as a Lead SharePoint administrator having almost 9-year relevant experience in SharePoint. He is having strong experience in SharePoint 2010, SharePoint 2013, SharePoint 2016, SharePoint 2019 on-premises production farm, SharePoint online, hosting SharePoint in azure. He completed certifications in “70-573: Microsoft SharePoint Application Development”, “70-667: Microsoft SharePoint Configuration”, “70-668: Microsoft SharePoint 2010Administrator”, “70-331: Core Solutions of Microsoft SharePoint Server 2013”, “70-332: Advanced Solutions of Microsoft SharePoint Server 2013”, “70-339: Managing Microsoft SharePoint Server 2016”, “70-533: Implementing Microsoft Azure Infrastructure Solutions” . He has huge production experience in multiple reputed companies in India. He is the founder of SharePointTechnicalSupport a website to support SharePoint related queries to people. He is a trainer, YouTuber having channel Deviprasad Panda as well. He is very passionate about the work that he steps into, and his dedication to providing quality work as committed is highly appreciated.
Acknowledgments
I would like to acknowledge my parents and my elder brother “ Prabhu Prasad Panda ” for their every small sacrifice so as to give higher education to me and put me in a place where I am capable enough to take the right decision and drive my life for better future – I can never forget and fulfill your sacrifices in my life. Thank you!
I would like to acknowledge my younger brother, “ Hara Prasada Panda ,”who is my best friend, a guide at every step in my career. Thank You!
I would like to acknowledge my lovely wife, who is with me at every ups and downs in life; all her encouragement and supports brought me success. Thank You!
Most importantly, blessings from Lord Jagannath to share true values to society and grow together. I strongly believe without the blessings of God, nothing is possible.
Finally, I would like to thank the BPB Team for giving me this wonderful opportunity to write my first book for them. Thank You!
Preface
We are moving very fast in the digital world. Its digital revolution and content play an important role. It is very important to manage content effectively, make content secure, targeted, collaborate more to work together to save cost, time, improve quality with more produce works. SharePoint is the giant of providing a collation tool when managing everything related to content comes into the picture. SharePoint Online by Microsoft is one of the finest software as a service (SaaS) that provides smart features and keeps on upgrading tools, rolling out new features to manage content smartly, with more security.
The primary goal of this book is to providea clear concept of sharepoint online. The book covers each and every newly introduced smart setting in the SharePoint Online site, like a user manual or field guide which you can follow to do the task, with very simple words but advanced-level production task experience as the outcome. Every setting in SharePoint is covered as a screenshot, so there will not be any problem if you are not accessing any SharePoint site. You will not face any problem since all images are taken considering user understanding step by step. This book is divided into 13 chapters, and it provides a detailed description of SharePoint Online basics to new advanced level settings. Over the 13 chapters in this book, you will learn the following:
Section I: Introduction and New Features in SharePoint Online
Chapter 1: Introduction and Site Information, covers, rewind SharePoint content concept, what is the scope of power user role, Revised SharePoint templates, Creating sites and subsites using site template, Getting started with site settings, basic modification in the site and how to select the right template for right business work
Chapter 2: Library and List Smart Management, cover about the default site contents and site features available, Upgraded new features in list and library for smart management, Information about Apps management, discussion about each list and library settings.
Section II: Application of SharePoint Features
Chapter 3: Content Approval Concept, covers specific about what content approval is, settings responsible for content approval, how content approval works, how can we automate content approval using traditional workflow or modern power automate, and its benefits over the manual approval process.
Chapter 4: Configure Information Management Policy focusing specifically on information management policy settings. Introduction to information management policies, how to activate the dependent feature, apply site policies, how to create content type policy templates. Describes how to enable retention, auditing, barcodes, labels policies, applying policy in content types, library, folder, list. Discussion about dependent timer job.
Chapter 5: Configure Document ID Service covers document id overview, dependent feature for document id service, how to add a column to the library, modify document id settings, document id service test case.
Chapter 6: Document Sets Feature describes document set overview, dependent feature for the document set. Creating site content type, content type columns, edit document set settings. Creating library, views, and adding content type to the library. creating a modern document set and how it is different from the classic document Set.
Chapter 7: Content Organizer Feature covers about content organizer overview, dependent feature for the content organizer, how to configure content organizer settings, create content organizer rules and how documents are routing based on rules and conditions.
Chapter 8: Manage Permission, focuses specific to permission overview, default groups in SharePoint, groups dependent on features, different permission levels, different settings available for permission management, modern experiences in permission management
Chapter 9: Managed Metadata Concept, focuses specific to managed metadata overview. How to create a new group, term set, term. Application of reuse terms, copy term set, merge terms, move term set. How to create metadata column, application of metadata in navigation settings and filtering, create and apply metadata navigation.
Chapter 10: SharePoint Server Publishing Infrastructure Feature, focuses specifically on how to activate the features and what are the changes happening in the site after activating the publishing infrastructure feature.
Section III: Site Designing and External Content Type Integration
Chapter 11: Application of Business Connectivity Services, focus specifically on how to create an external content type and how to integrate external content type with sharepoint.
Chapter 12: Site Designing and Enhancement describes how to create and edit site pages. what are section layouts and terminologies, add and configure new modern webparts in details. How structural navigation cache works, how to register hub site, associate other sites with a hub site, and application of webparts in the hub site.
Section IV: Usage and Analytics
Chapter 13: Manage Site Usage, explains how to monitor activities under site usage, analyze file activity reports, analyze site usage reports, analyze using site activity webpart, understand traditional audit log reports, analyze storage metrics.
Table of Contents
1. Introduction and Site Information
Structure
Objective
Rewind SharePoint Content Concept
Scope of power user role
Templates revised
Site templates out of box
Content templates
Creating sites and subsites using a site template
Modern communication site
Modern team site
Team site as subsite
Start page
Hub Site
Getting started with Site settings
Basic modification in Site
Change the look
Modify Site Information
Selecting the Right Template
Modern Team Site
Communication site
Blog Site (Collaboration)
Developer Site (Collaboration)
Project Site (Collaboration)
Community Site (Collaboration)
Document Center Site (Enterprise)
eDiscovery center site (Enterprise)
Records Center Site (Enterprise)
Business Intelligence Center Site (Enterprise)
Compliance Policy