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Your Road to Communication Sites

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D'arce Hess
D'arce Hess

This document provides a summary of modern communication sites and customization capabilities. It begins with an overview of where communication sites have evolved from older SharePoint versions. It then discusses how to create communication sites and the out-of-box web parts. Customization options are explained like themes, extensions, and using the SharePoint Framework (SPFx) to build custom web parts. The importance of change management and communication for migrations is stressed. Upcoming features like hub sites and a roadmap for site owners are also mentioned.

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Your Road to Modern Communication Sites By: D’arce Hess SPSNYC 2018
Introductions D’arce Hess, MVP President | DH Consulting LLC dhess@dhconsulting.me https://darcehess.com @darcehess https://www.linkedin.com/in/darcehess
Where we came from Intro to Communication Sites Customization Capabilities Where we are going Looking to Migrate? Agenda
Where we came from 2013 • Custom Master Pages • Composed Looks • Display Templates • Custom Page Layouts • jslink • Image Renditions 2010 • Sandbox Solutions • Color Picker Theming • Custom Master Pages • Custom Page Layouts • FAST Search • Deep IA Structures 2007 • Full Trust Code Solutions • Limited theming capabilities • Custom Master Pages • Custom Page Layouts Office365 • Modern Experiences • Delve • Personalized Search • SharePoint Framework • New Web Parts • No more clunky ribbon • No Subsites • Mobile Friendly • SharePoint App
Intro to Communication Sites
How to create one SharePoint Home > Create Site • Self-Service Site Creation: Specified users have the ability to provision new sites. • Future Provisioning will allow for themes to be applied through site script functionality • Choose an OOTB Template • Custom site scripting will allow for custom templating of sites in near future
Your options Start with a blank site and make your design come to life quickly and easily Use this design to showcase a product, team, or event using photos or images. Use this design if you have a lot of information to share such as news, events, and other content
Easy to edit experiences • Auto Saves your work • No more clunky ribbon • Responsive natively • Easy to adjust • Consistent experience
Your Road to Communication Sites
Customization Capabilities
Your Options for Customization Configure Customize Extend Fully Custom Experiences Level of ComplexityNo Code Full Code
• Text • Image • File Viewer • Link • Embed • Highlighted Content • Bing Maps • Document Library • Quick Links • Site Activity • Yammer Feed Out of the Box Web Parts – As of 7/28/18 • Text • Image • File Viewer • Link • Embed • Highlighted Content • Bing Maps • Document Library • Quick Links • Site Activity • Yammer Feed • Divider • Events • Group Calendar • Hero • Image Gallery • List • News • Office 365 Video • People • Power BI • Quick Chart • Stream • Spacer And growing… • Sites • Page Properties • Weather • Kindle
Change the Look - Themes Change the color theme to one of eight out-of- the-box themes. Site Actions > Change the Look
Extensions SharePoint Framework Extensions allow for developers to code additional functionality such as: 1) Custom Navigation 2) Footer 3) List Field Controls. https://docs.microsoft.com/en- us/sharepoint/dev/spfx/extensions/overview- extensions
Deploying a Custom Theme https://docs.microsoft.com/en- us/sharepoint/dev/declarative-customization/site- theming/sharepoint-site-theming-overview Custom Themes can be created using the following methods: • JSON • Powershell • CSOM • REST API
SharePoint Framework (SPFx) Used to create custom web parts that will work in following versions of SharePoint: • SharePoint 2016 • SharePoint Online – Classic Sites • SharePoint Online – Modern Team Sites • SharePoint Online – Communication Sites https://github.com/SPShire/sp-dev- solutions/tree/master/solutions/LinksAndHandlebarsTemplate Use our web parts from Shire
Make a Plan to Migrate
The Ideal The Reality when not prepared The Goal
72% 40% 58% 40% of SharePoint Projects Fail.* Most common reasons: • Inadequate user training (67%) • Hard to use (66%) • Lack of senior management support (64%) Don’t become a Statistic 58% of users report change management shortcomings* • What does SharePoint do? 72% lack support for mobile device use, while 40% say mobile access to content is “very important”* * -- AIIM “The Impact of SharePoint” 2016
Possibilities are endless • Don’t pass up the opportunity to make things better. • Can processes be simplified? • Think of what your outcomes should be, not requirements. • Set realistic timelines and expectations. • What can you continue to support?
Communication is Key • Change Management • Governance through Guidance • Training when users need it • IT and Business Stakeholders • Know your goals • Understand your constraints – Technology/Resources • Know your Content • Understand your audience
Governance is a Buzzword not an Outcome • Guide users to make good decisions – Guidance Site • Know you can’t control everything • Will kittens die if ___________ happens? • Get help • Know Roles & Responsibilities • UI/UX – Images, Layouts, mobility • Development Debt/Maintenance Know Where to get Help SharePoint/Office 365 Governance Questions http://tiny.cc/SharePointGovQuestions When to Use What in Office 365 http://whentousewhat.com
• Brings together related team sites and communication sites • Roll up news and site activity • Search across related sites • Cross-site navigation • Consistent look-and-feel across sites • Admins create, users adopt and use SharePoint Hub Sites
Anticipate Bumps in the Road • Spent a week in a room doing kickoff. • Everyone • DEV/BA breakout • Everyone • Dinners • Leverage outside talent – technical and diverse perspective • Kittens wont die, make decisions aligned with north star, don’t sweat the compromises • Development team includes Designers and Development when building customizations • See around the corner • Regret the classic sites – limit the number of short term compromises you create • Identify quick when someone is in the wrong role or needs more role definition • Know when you won’t make someone happy and cut your losses • Easy to lose momentum on formal training and comms plans. Not a one and done. • When going early, test your assumptions and expect some pain • Search – early • Analytics -- early The Good Opportunity to Change
Where we are going
Roadmap for Communication Site Owners • Page Approval Work Flow –Rolling out now • Custom fonts for themes and background colors • Global Navigation • Power Apps Web Part • Custom Meta Data Columns for Pages • Organizational News
• Please thank our sponsors and staff. Without them, this event would not be possible. • Please fill out your evaluations. We want to know what we can do better.

More Related Content

Your Road to Communication Sites

  • 1. Your Road to Modern Communication Sites By: D’arce Hess SPSNYC 2018
  • 2. Introductions D’arce Hess, MVP President | DH Consulting LLC dhess@dhconsulting.me https://darcehess.com @darcehess https://www.linkedin.com/in/darcehess
  • 3. Where we came from Intro to Communication Sites Customization Capabilities Where we are going Looking to Migrate? Agenda
  • 4. Where we came from 2013 • Custom Master Pages • Composed Looks • Display Templates • Custom Page Layouts • jslink • Image Renditions 2010 • Sandbox Solutions • Color Picker Theming • Custom Master Pages • Custom Page Layouts • FAST Search • Deep IA Structures 2007 • Full Trust Code Solutions • Limited theming capabilities • Custom Master Pages • Custom Page Layouts Office365 • Modern Experiences • Delve • Personalized Search • SharePoint Framework • New Web Parts • No more clunky ribbon • No Subsites • Mobile Friendly • SharePoint App
  • 6. How to create one SharePoint Home > Create Site • Self-Service Site Creation: Specified users have the ability to provision new sites. • Future Provisioning will allow for themes to be applied through site script functionality • Choose an OOTB Template • Custom site scripting will allow for custom templating of sites in near future
  • 7. Your options Start with a blank site and make your design come to life quickly and easily Use this design to showcase a product, team, or event using photos or images. Use this design if you have a lot of information to share such as news, events, and other content
  • 8. Easy to edit experiences • Auto Saves your work • No more clunky ribbon • Responsive natively • Easy to adjust • Consistent experience
  • 11. Your Options for Customization Configure Customize Extend Fully Custom Experiences Level of ComplexityNo Code Full Code
  • 12. • Text • Image • File Viewer • Link • Embed • Highlighted Content • Bing Maps • Document Library • Quick Links • Site Activity • Yammer Feed Out of the Box Web Parts – As of 7/28/18 • Text • Image • File Viewer • Link • Embed • Highlighted Content • Bing Maps • Document Library • Quick Links • Site Activity • Yammer Feed • Divider • Events • Group Calendar • Hero • Image Gallery • List • News • Office 365 Video • People • Power BI • Quick Chart • Stream • Spacer And growing… • Sites • Page Properties • Weather • Kindle
  • 13. Change the Look - Themes Change the color theme to one of eight out-of- the-box themes. Site Actions > Change the Look
  • 14. Extensions SharePoint Framework Extensions allow for developers to code additional functionality such as: 1) Custom Navigation 2) Footer 3) List Field Controls. https://docs.microsoft.com/en- us/sharepoint/dev/spfx/extensions/overview- extensions
  • 15. Deploying a Custom Theme https://docs.microsoft.com/en- us/sharepoint/dev/declarative-customization/site- theming/sharepoint-site-theming-overview Custom Themes can be created using the following methods: • JSON • Powershell • CSOM • REST API
  • 16. SharePoint Framework (SPFx) Used to create custom web parts that will work in following versions of SharePoint: • SharePoint 2016 • SharePoint Online – Classic Sites • SharePoint Online – Modern Team Sites • SharePoint Online – Communication Sites https://github.com/SPShire/sp-dev- solutions/tree/master/solutions/LinksAndHandlebarsTemplate Use our web parts from Shire
  • 17. Make a Plan to Migrate
  • 18. The Ideal The Reality when not prepared The Goal
  • 19. 72% 40% 58% 40% of SharePoint Projects Fail.* Most common reasons: • Inadequate user training (67%) • Hard to use (66%) • Lack of senior management support (64%) Don’t become a Statistic 58% of users report change management shortcomings* • What does SharePoint do? 72% lack support for mobile device use, while 40% say mobile access to content is “very important”* * -- AIIM “The Impact of SharePoint” 2016
  • 20. Possibilities are endless • Don’t pass up the opportunity to make things better. • Can processes be simplified? • Think of what your outcomes should be, not requirements. • Set realistic timelines and expectations. • What can you continue to support?
  • 21. Communication is Key • Change Management • Governance through Guidance • Training when users need it • IT and Business Stakeholders • Know your goals • Understand your constraints – Technology/Resources • Know your Content • Understand your audience
  • 22. Governance is a Buzzword not an Outcome • Guide users to make good decisions – Guidance Site • Know you can’t control everything • Will kittens die if ___________ happens? • Get help • Know Roles & Responsibilities • UI/UX – Images, Layouts, mobility • Development Debt/Maintenance Know Where to get Help SharePoint/Office 365 Governance Questions http://tiny.cc/SharePointGovQuestions When to Use What in Office 365 http://whentousewhat.com
  • 23. • Brings together related team sites and communication sites • Roll up news and site activity • Search across related sites • Cross-site navigation • Consistent look-and-feel across sites • Admins create, users adopt and use SharePoint Hub Sites
  • 24. Anticipate Bumps in the Road • Spent a week in a room doing kickoff. • Everyone • DEV/BA breakout • Everyone • Dinners • Leverage outside talent – technical and diverse perspective • Kittens wont die, make decisions aligned with north star, don’t sweat the compromises • Development team includes Designers and Development when building customizations • See around the corner • Regret the classic sites – limit the number of short term compromises you create • Identify quick when someone is in the wrong role or needs more role definition • Know when you won’t make someone happy and cut your losses • Easy to lose momentum on formal training and comms plans. Not a one and done. • When going early, test your assumptions and expect some pain • Search – early • Analytics -- early The Good Opportunity to Change
  • 25. Where we are going
  • 26. Roadmap for Communication Site Owners • Page Approval Work Flow –Rolling out now • Custom fonts for themes and background colors • Global Navigation • Power Apps Web Part • Custom Meta Data Columns for Pages • Organizational News
  • 27. • Please thank our sponsors and staff. Without them, this event would not be possible. • Please fill out your evaluations. We want to know what we can do better.