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aOS Luxembourg
6 décembre 2018
SharePoint – the new Era of provisioning
Yannick Plenevaux
@yp_code
aOS Luxembourg
6 décembre 2018
Yannick Plenevaux
SharePoint & Office 365 Architect
MCSD App Builder
@ yannick.plenevaux@pvx-solutions.com
@yp_code
https://ypcode.wordpress.com
Founder of PVX Solutions
www.pvx-solutions.com
aOS Luxembourg
6 décembre 2018
Agenda
• What is provisioning ?
• Provisioning approaches
• Provisioning through ages
• Feature Framework
• Remote provisioning
• Site Designs
• Q&A
aOS Luxembourg
6 décembre 2018
What is provisioning ?
“Put stuff into SharePoint”
Assets
 Images
 JS
 …
IA Artifacts
 Site Columns
 Content Types
 Lists
 Libraries
 Taxonomy
 …
Customizations
 Pages
 Custom Actions
 WebParts
 Settings
 …
aOS Luxembourg
6 décembre 2018
Provisioning approaches
Manually Automated
Ease Scalability
• Get quickly expected result
• No deep technical skills
BUT
• Need to redo all the steps
for each new deployment
• Adapted only for single environment
• Need automation tools (Code, scripts, …)
• Quite deep technical skills
BUT
• Ready to repeat many times
• Adapted for targeted environments
• Adapted for continuous integration/delivery
aOS Luxembourg
6 décembre 2018
Provisioning through ages
2007 2010 2014 2018
Site Definitions
Onet.xml & .STP
Microsoft
Web Templates
List Templates
WSP
Microsoft
Feature Framework
PnP Provisioning Engine
PnP Community /
Open Source project
Site Designs
Microsoft
Remote
Provisioning
Remote
Provisioning
principles
aOS Luxembourg
6 décembre 2018
Feature Framework
Provisioning
 Artifacts declarations
 Definition XML files
 Artifacts might be based on provisioned
custom templates (List Templates,…)
 Highly bound to features
 Supported on SP Online & SP On-prem
only if the WSP doesn’t contain code
Fundamentals of Farm
Solutions
 Custom server-side code
 Event Receivers
 …
 Only supported on SP On-Prem
aOS Luxembourg
6 décembre 2018
Feature Framework
Inconvenients
 If the package content is unavailable
 the feature gets broken !
 Farm solutions with code deployed on
the farm servers
 possible downtimes on deployment
 Very limited upgrade capabilities
 Even the supposed existing one don’t work
well (Content Types upgrade)
Advantages
 The provisioning is packaged
with a custom code solution
(Only for on-premises)
aOS Luxembourg
6 décembre 2018
Feature Framework - Tooling
Visual Studio
 Visual Studio offers UI tools to define artifacts
 Content Types
 Fields
 Lists schema
 …
 When provisioning customized lists/libraries
 Visual Studio generates a custom list template
aOS Luxembourg
6 décembre 2018
Remote provisioning
In other terms
 Achieve programmatically same
as manual provisioning
 Not bound to Feature
Framework
 Configure/Customize the
standard artifacts
“Remote”
it mainly relies on using
remote API (CSOM,
REST API) to provision
SharePoint
“Remote”
is not the principle
 could be achieved with
Server-side code as
opposition to “Feature
Framework provisioning”
aOS Luxembourg
6 décembre 2018
Remote provisioning
Inconvenients
 Remote APIs are obviously slower than
server-side code
 Remote API calls are subjects to
throttling
 If done exclusively by code or scripts, will
take longer than the declarative way
used by Feature Framework provisioning
Advantages
 Can be done from any host
 No need to access the
physical server
 No down-time due to
provisioning
 The provisioned elements are
not bound to any feature
aOS Luxembourg
6 décembre 2018
Remote provisioning - Tooling
Office 365
CLI
PnP
Core Library
PnP Provisioning
Engine
PnP PowerShell
PnP JS
aOS Luxembourg
6 décembre 2018
Remote provisioning - Tooling
DEMO
aOS Luxembourg
6 décembre 2018
Site Designs
Remote provisioning
principles
 Applies to sites after they are
created
 The sites always created based
on generic templates
 Modern Team Site
 Communication Site
 Customized after the creation
The latest provisioning
method
 Only on SPO (currently)
 Only for Modern UI
aOS Luxembourg
6 décembre 2018
Site Designs
DEMO
aOS Luxembourg
6 décembre 2018
HR Design R&D Design
Site Designs & Site Scripts
• Site Script
• a declarative set of customization
actions to apply to a site
• Is described in JSON Apply HR Branding
Provision corporate
libraries
Apply Corporate
Branding
Apply R&D
Branding
• Site Design
• the logical container for Site Scripts
Provision
corporate libraries
Apply Corporate
Branding
Provision
corporate libraries
Apply Corporate
Branding
Apply HR Branding Apply R&D
Branding
aOS Luxembourg
6 décembre 2018
Site Designs & Site Scripts
• The Site Designs mechanism is continuously evolving…
• Available Site Scripts actions (dec. 2018)
 Create (or update) lists
 Set title
 Add/Remove field
 Add/Remove view
 Add/Remove content type
 Set custom field formatter
 Associate field customizer
 Associate list view
command set
 Create a Site column
 Create a Site Content Type
 Add/Remove Site column
 Add/Remove a navigation
link
 Apply a theme
 Set a site logo
 Join a Hub Site
 Install SPFx or Add-in
solution
 Register an SPFx extension
 Trigger a Flow
 Configure regional settings
 Add users to groups
 Manage Guest access
aOS Luxembourg
6 décembre 2018
Site Designs & Site Scripts
 The Microsoft supported way to create and manage Site Scripts
and Site Designs is through PowerShell or REST API
 No official UI available yet
 The official documentation is available here:
 https://docs.microsoft.com/en-us/sharepoint/dev/declarative-
customization/site-design-overview
 Many Site Scripts samples can be found here:
 https://github.com/SharePoint/sp-dev-site-scripts
 Might be complex for power users to deal with PowerShell and
JSON
aOS Luxembourg
6 décembre 2018
Site Designs
DEMO
aOS Luxembourg
6 décembre 2018
Site Designs Studio
 A SharePoint Framework solution allowing to
 Create and Edit Site Scripts
 Manage Site Designs in the current tenant
 Associate Site Scripts to Site Designs
 Without editing JSON or using PowerShell or REST !
aOS Luxembourg
6 décembre 2018
Site Designs
DEMO
aOS Luxembourg
6 décembre 2018
SharePoint –
the new Era of provisioning
Questions ?
aOS Luxembourg
6 décembre 2018
Merci à nos sponsors !

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2018 12-06 SharePoint - the new era of provisioning

  • 1. aOS Luxembourg 6 décembre 2018 SharePoint – the new Era of provisioning Yannick Plenevaux @yp_code
  • 2. aOS Luxembourg 6 décembre 2018 Yannick Plenevaux SharePoint & Office 365 Architect MCSD App Builder @ yannick.plenevaux@pvx-solutions.com @yp_code https://ypcode.wordpress.com Founder of PVX Solutions www.pvx-solutions.com
  • 3. aOS Luxembourg 6 décembre 2018 Agenda • What is provisioning ? • Provisioning approaches • Provisioning through ages • Feature Framework • Remote provisioning • Site Designs • Q&A
  • 4. aOS Luxembourg 6 décembre 2018 What is provisioning ? “Put stuff into SharePoint” Assets  Images  JS  … IA Artifacts  Site Columns  Content Types  Lists  Libraries  Taxonomy  … Customizations  Pages  Custom Actions  WebParts  Settings  …
  • 5. aOS Luxembourg 6 décembre 2018 Provisioning approaches Manually Automated Ease Scalability • Get quickly expected result • No deep technical skills BUT • Need to redo all the steps for each new deployment • Adapted only for single environment • Need automation tools (Code, scripts, …) • Quite deep technical skills BUT • Ready to repeat many times • Adapted for targeted environments • Adapted for continuous integration/delivery
  • 6. aOS Luxembourg 6 décembre 2018 Provisioning through ages 2007 2010 2014 2018 Site Definitions Onet.xml & .STP Microsoft Web Templates List Templates WSP Microsoft Feature Framework PnP Provisioning Engine PnP Community / Open Source project Site Designs Microsoft Remote Provisioning Remote Provisioning principles
  • 7. aOS Luxembourg 6 décembre 2018 Feature Framework Provisioning  Artifacts declarations  Definition XML files  Artifacts might be based on provisioned custom templates (List Templates,…)  Highly bound to features  Supported on SP Online & SP On-prem only if the WSP doesn’t contain code Fundamentals of Farm Solutions  Custom server-side code  Event Receivers  …  Only supported on SP On-Prem
  • 8. aOS Luxembourg 6 décembre 2018 Feature Framework Inconvenients  If the package content is unavailable  the feature gets broken !  Farm solutions with code deployed on the farm servers  possible downtimes on deployment  Very limited upgrade capabilities  Even the supposed existing one don’t work well (Content Types upgrade) Advantages  The provisioning is packaged with a custom code solution (Only for on-premises)
  • 9. aOS Luxembourg 6 décembre 2018 Feature Framework - Tooling Visual Studio  Visual Studio offers UI tools to define artifacts  Content Types  Fields  Lists schema  …  When provisioning customized lists/libraries  Visual Studio generates a custom list template
  • 10. aOS Luxembourg 6 décembre 2018 Remote provisioning In other terms  Achieve programmatically same as manual provisioning  Not bound to Feature Framework  Configure/Customize the standard artifacts “Remote” it mainly relies on using remote API (CSOM, REST API) to provision SharePoint “Remote” is not the principle  could be achieved with Server-side code as opposition to “Feature Framework provisioning”
  • 11. aOS Luxembourg 6 décembre 2018 Remote provisioning Inconvenients  Remote APIs are obviously slower than server-side code  Remote API calls are subjects to throttling  If done exclusively by code or scripts, will take longer than the declarative way used by Feature Framework provisioning Advantages  Can be done from any host  No need to access the physical server  No down-time due to provisioning  The provisioned elements are not bound to any feature
  • 12. aOS Luxembourg 6 décembre 2018 Remote provisioning - Tooling Office 365 CLI PnP Core Library PnP Provisioning Engine PnP PowerShell PnP JS
  • 13. aOS Luxembourg 6 décembre 2018 Remote provisioning - Tooling DEMO
  • 14. aOS Luxembourg 6 décembre 2018 Site Designs Remote provisioning principles  Applies to sites after they are created  The sites always created based on generic templates  Modern Team Site  Communication Site  Customized after the creation The latest provisioning method  Only on SPO (currently)  Only for Modern UI
  • 15. aOS Luxembourg 6 décembre 2018 Site Designs DEMO
  • 16. aOS Luxembourg 6 décembre 2018 HR Design R&D Design Site Designs & Site Scripts • Site Script • a declarative set of customization actions to apply to a site • Is described in JSON Apply HR Branding Provision corporate libraries Apply Corporate Branding Apply R&D Branding • Site Design • the logical container for Site Scripts Provision corporate libraries Apply Corporate Branding Provision corporate libraries Apply Corporate Branding Apply HR Branding Apply R&D Branding
  • 17. aOS Luxembourg 6 décembre 2018 Site Designs & Site Scripts • The Site Designs mechanism is continuously evolving… • Available Site Scripts actions (dec. 2018)  Create (or update) lists  Set title  Add/Remove field  Add/Remove view  Add/Remove content type  Set custom field formatter  Associate field customizer  Associate list view command set  Create a Site column  Create a Site Content Type  Add/Remove Site column  Add/Remove a navigation link  Apply a theme  Set a site logo  Join a Hub Site  Install SPFx or Add-in solution  Register an SPFx extension  Trigger a Flow  Configure regional settings  Add users to groups  Manage Guest access
  • 18. aOS Luxembourg 6 décembre 2018 Site Designs & Site Scripts  The Microsoft supported way to create and manage Site Scripts and Site Designs is through PowerShell or REST API  No official UI available yet  The official documentation is available here:  https://docs.microsoft.com/en-us/sharepoint/dev/declarative- customization/site-design-overview  Many Site Scripts samples can be found here:  https://github.com/SharePoint/sp-dev-site-scripts  Might be complex for power users to deal with PowerShell and JSON
  • 19. aOS Luxembourg 6 décembre 2018 Site Designs DEMO
  • 20. aOS Luxembourg 6 décembre 2018 Site Designs Studio  A SharePoint Framework solution allowing to  Create and Edit Site Scripts  Manage Site Designs in the current tenant  Associate Site Scripts to Site Designs  Without editing JSON or using PowerShell or REST !
  • 21. aOS Luxembourg 6 décembre 2018 Site Designs DEMO
  • 22. aOS Luxembourg 6 décembre 2018 SharePoint – the new Era of provisioning Questions ?
  • 23. aOS Luxembourg 6 décembre 2018 Merci à nos sponsors !