Microsoft Planner Deep Dive
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Microsoft Planner Deep Dive session presented at SharePoint Saturday London 2017.
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Microsoft Planner Deep Dive
- 1. Microsoft Planner Deep Dive 24June2017
- 2. Thanks to the Sponsors!
- 3. https://andrevala.com /in/andrevala @atomicvee andre.vala@gmail.com André Vala SharePoint Lead Architect @ everis Portugal Office Servers and Services MVP SharePointer for 11+ years Speaker & author Who Am I?
- 4. Agenda Under the hood RoadmapOverview Managing Plans Planner Integration 19 SLIDES + 1 DEMO LEVEL: 100 ALL 4 SLIDES LEVEL: 200 DEV+ITPRO 12 SLIDES + 2 DEMOS LEVEL: 300 ITPRO 13 SLIDES + 1 DEMO LEVEL: 300 DEV 4 SLIDES LEVEL: 100 ALL
- 6. 30% of executives say the greatest challenge to executing strategy is the failure to coordinate across units1 62% of employees work from multiple locations in a month2 25% of the average worker’s time goes into looking for information3 1. Harvard Business Review. “Why Strategy Execution Unravels—and What to Do About It.” 2. Forrester Remote Work Survey 3. IDC. “The High Cost of Not Finding Information.” MODERN WORKPLACE CHALLENGES
- 7. One size doesn’t fit all OVERVIEW SMS
- 8. Work Management OVERVIEW Wunderlist Planner Project Low Medium High PMO / Executives and Project Teams Ad-hoc Teams Individuals LEVEL OF COMPLEXITY To-Do
- 10. Planner Concepts OVERVIEW Planner Hub • Shows a summary of each of the user’s favorite plans • Allows access to all of the organization’s public plans
- 11. Planner Concepts OVERVIEW Plan • Owned by a group • Inherits group’s members • Contains tasks • Contains buckets
- 12. Planner Concepts OVERVIEW Task • Represented by a card • Placed in a bucket • Can be assigned to one or more members • Can have a start and due date • Has a progress status • Can contain a checklist • Can have files attached or linked • Can have labels • Can have comments
- 13. Planner Concepts OVERVIEW Comments Attachments Progress Status Owner(s) Label Start Date Due Date Checklist
- 14. Planner Concepts OVERVIEW Bucket • Set of tasks organized in a column • Can have any name • A plan can have several buckets
- 15. Planner Concepts OVERVIEW Chart View • Shows plan tasks by status • Shows tasks by group member • Lists tasks and allows grouping and filtering
- 16. What is this? A Moon? A Space Station! Death Star
- 17. Superlaser
- 18. Who is this? Darth Vader
- 19. Who is this? Director Krennic
- 20. Overview
- 21. Out-of-the-box Compliance ISO 27001 ISO 27018 EU Model Clauses HIPAA BAA SOC 1 & 2 OVERVIEW
- 22. Planner Mobile Apps OVERVIEW Native Android Windows 10 Universal App Native iOS SOON SOONAVAILABLE NOW
- 23. Requirements Office 365 Enterprise (E1, E3, E4 and E5) Office 365 Education (E1, E3, E4 and E5) Office 365 Business Essentials Office 365 Business Premium OVERVIEW
- 25. Architecture UNDER THE HOOD GROUP NOTEBOOKCALENDAR CONVERSATIONS MEMBERSHIP PLANFILES OneNote Azure Active Directory Azure Web App SharePoint Team Site Exchange Mailbox Yammer Group Exchange Calendar TEAM Azure Web App
- 26. Architecture UNDER THE HOOD Azure AD Azure Exchange Mailbox Yammer Group SharePoint Team Site
- 27. Data Model UNDER THE HOOD GROUP TASKBUCKET PLAN DETAIL TASK DETAIL USER FILE PLAN TASKBOARD 1 N 1 1 CATEGORY 1 6 1 N 1 N PLAN 13 1 1 N N ASSIGNED TO N N REFERENCE N N MEMBER PROGRESS TASKBOARD BUCKET TASKBOARD ASSIGNED TO TASKBOARD N 1
- 29. Management UI MANAGING PLANS Azure AD Control Panel Office 365 Admin Center Office 365 Admin App
- 30. Management UI MANAGING PLANS Task Azure AD Control Panel Office 365 Admin Center Office 365 Admin App Create, update and delete groups Add and remove group members and owners Set dynamic membership policies
- 31. Management UI
- 32. PowerShell MANAGING PLANS *-UnifiedGroup Create, edit and delete groups Manage single-value properties available on the Group object *-UnifiedGroupLinks Manage members, owners and subscriber list Use PowerShell to manage Office 365 Groups Convert an Exchange distribution group to an Office 365 Group
- 33. Plan Creation Policies MANAGING PLANS PS> Connect-MsolService PS> $policy = Get-MsolAllSettingTemplate | where-object {$_.displayname -eq "Group.Unified"} PS> $setting = $policy.CreateSettingsObject() PS> $setting["EnableGroupCreation"] = "false" PS> $setting["GroupCreationAllowedGroupId"] = "{group ID}" PS> New-MsolSettings -SettingsObject $setting Manage Office 365 Group creation
- 34. Disable Guest Access MANAGING PLANS PS> Connect-MsolService PS> $policy = Get-MsolAllSettingTemplate | where-object {$_.displayname -eq "Group.Unified"} PS> $setting = $policy.CreateSettingsObject() PS> $setting["AllowGuestsToAccessGroups"] = "false" PS> New-MsolSettings -SettingsObject $setting Guest access to Office 365 groups - Admin Help
- 35. Prevent Users From Adding Guests MANAGING PLANS PS> Connect-MsolService PS> $policy = Get-MsolAllSettingTemplate | where-object {$_.displayname -eq "Group.Unified"} PS> $setting = $policy.CreateSettingsObject() PS> $setting["AllowToAddGuests"] = "false" PS> New-MsolSettings -SettingsObject $setting Guest access to Office 365 groups - Admin Help
- 36. Who is this? Galen Erso
- 39. Dynamic Membership MANAGING PLANS Managing groups in Azure Active Directory
- 41. Microsoft Graph API PLANNER INTEGRATION https://graph.microsoft.com/ USERS FILES MAIL CALENDARGROUPS Insights and relationships from Microsoft Graph TASKS
- 42. Microsoft Graph API PLANNER INTEGRATION EVENTS MANAGEMENT CONVERSATIONS NOTES DRIVE PLANS PLANS BUCKETS TASKS GROUPS API TASKS API Tasks API Overview
- 43. Groups API PLANNER INTEGRATION Get Group Info GET https://graph.microsoft.com/v1.0/groups/{id}/ Get Group Members GET https://graph.microsoft.com/v1.0/groups/{id}/members Get Group Plans GET https://graph.microsoft.com/beta/groups/{id}/plans Get Groups I’m a Member Of GET https://graph.microsoft.com/v1.0/me/getMemberGroups
- 44. Plans API PLANNER INTEGRATION Get Plan Info GET https://graph.microsoft.com/beta/plans?$filter=owner eq '{id}' Get Plan Details GET https://graph.microsoft.com/beta/plans/{id}/details Get Plan Buckets GET https://graph.microsoft.com/beta/plans/{id}/buckets Get Plan Tasks GET https://graph.microsoft.com/beta/plans/{id}/tasks Group ID
- 45. Tasks API PLANNER INTEGRATION Get My Tasks GET https://graph.microsoft.com/beta/tasks?$filter=createdby eq 'me' Get Task Info GET https://graph.microsoft.com/beta/tasks/{id} Get Task Details GET https://graph.microsoft.com/beta/tasks/{id}/details
- 46. Buckets API PLANNER INTEGRATION Get Bucket Info GET https://graph.microsoft.com/beta/buckets/{id} Get Bucket Tasks GET https://graph.microsoft.com/beta/buckets/{id}/tasks
- 47. Death Star Plans
- 48. Stolen Death Star Plans Jyn Erso
- 49. Darth Vader tried to avoid the theft...
- 54. Roadmap Available Now • Creation Policy in AAD • External user access • Multiple users per task • Alert management • Planner mobile apps Soon • Plan templates • Timeline view • Custom backgrounds Most Requested • Integrate tasks with calendar • Better integration with Outlook • Due date notification • Multiple plans per group • Search capabilities https://roadmap.office.com https://planner.uservoice.com IN PROGRESS PARTIALLY
- 55. External User Access ROADMAP Plan Owner/Members Owners can add guest users Members are aware of guest participation across all group endpoints Guests (subscribed experience in their email account) Receives a welcome email and groups messages Access Plans as well as files and notes Tenant Admin can turn on/off: Guest access to groups within tenant Adding of guest users per group Adding of guest users across any group within tenant
- 56. Plan Templates Early Thinking (plans may change) Start from existing plan / copy plan User/Org defined templates Task/Bucket/Checklist templates Recurring Tasks NOT Microsoft defined templates ROADMAP
- 57. Next Steps Microsoft Tech Community https://techcommunity.microsoft.com Planner @ User Voice https://planner.uservoice.com Answers @ Microsoft https://answers.microsoft.com Office Blog https://blogs.office.com Office Roadmap http://roadmap.office.com
- 58. Q&A Thank you Brian Kesinger https://andrevala.com /in/andrevala @atomicvee andre.vala@gmail.com
- 59. Thanks to the Sponsors!