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Best practices for deploying share point end to-end

SharePoint Online can be provisioned in a number of ways. Depending on your specific scenario your provisioning options may be limited. I'll be covering provisioning through UI, SharePoint Designer, PowerShell server-side, and PowerShell client-side deployments as well as some variations of the last option.

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Best practices for deploying share point end to-end

  1. 1. Best Practices for Deploying SharePoint End-to-End What You Need To Know By: Haniel Croitoru
  2. 2. Thank You! Gold Bronze
  3. 3. HANIEL CROITORU I’m passionate about process automation, and I work at . LEAD CONSULTANT | OFFICE 365 MVP | SPEAKER
  4. 4. DEPLOYMENT METHODS LEVERAGING POWERSHELL CHOOSING WHAT TO USE MY SECRET RECIPE
  5. 5. Strategy for deploying SharePoint Online sites successfully in a repeatable fashion using little effort
  6. 6. Deployments involve more than just code TYPES OF DEPLOYMENTS Infrastructure Deployment Solution Deployment Content Deployment Brian & Nik Lalancette Charlebois Automating SharePoint: AutoSPInstaller vs DSC 11:30am at Salle SII Canada
  7. 7. Deployments involve more than just code SOLUTION DEPLOYMENTS BRANDINGCONFIGURATIONINFORMATION ARCHITECTURE
  8. 8. Deploying a new SharePoint site requires several focus areas to be considered SAMPLE DEPLOYMENT Content Types Lists Site Columns Content Configurations Taxonomy (Managed Metadata) Taxonomy-based Site Columns Libraries Branding
  9. 9. SharePoint Site Settings lets you manage most deployment activities SHAREPOINT UI
  10. 10. Provides additional flexibility in configuring and customizing SharePoint SHAREPOINT DESIGNER
  11. 11. Scripts enable you to automate deployment steps POWERSHELL
  12. 12. DEPLOYMENT METHODS LEVERAGING POWERSHELL CHOOSING WHAT TO USE MY SECRET RECIPE
  13. 13. There is less management required for SharePoint Online POWERSHELL FOR SHAREPOINT • SharePoint 2007/2010 On Premises • STSADM (SharePoint Team Server Administration) • 181 operations, 69 properties • SharePoint 2013/2016 On Premises • Over 700 cmdlets • SharePoint Online • SharePoint Online Management Shell (https://www.microsoft.com/en- ca/download/details.aspx?id=35588) • 33 cmdlets
  14. 14. Scripting for SharePoint Online is more complex than for SharePoint On Premises EXAMPLE: GET LIST ITEMS C:> Get-SPList –url “http:/site/web” –List “Invoices” C:>$site = Get-SPOSite –Identity “http://site” C:> $web = $site.Webs[“web”] C:> $ctx.Load($list) C:> $list = $web.List[“Invoices”] C:> $ctx.ExecuteQuery()
  15. 15. Simplifies your SharePoint Online scripting OFFICEDEV PNP POWERSHELL LIBRARY • Over 160 cmdlets • Encapsulates native SharePoint CSOM Library • Available on both SharePoint 2013 and SharePoint Online • Visit https://github.com/OfficeDev/PnP-PowerShell
  16. 16. Many scripts are transferrable between environments OFFICEDEV PNP PROVISIONING ENGINE • Built on OfficeDev Core libraries • Available on SharePoint 2013, 2016 and Online • Model the design of site columns, content types, list definitions, composed looks, and pages • Automates remote provisioning tasks
  17. 17. DEPLOYMENT METHODS LEVERAGING POWERSHELL CHOOSING WHAT TO USE MY SECRET RECIPE
  18. 18. What are the factors you need to consider? WHEN TO USE WHAT
  19. 19. Are scripts and SharePoint Designer enabled on your tenant? TECHNICAL CONSTRAINTS
  20. 20. How often are deployments performed? Weekly? Seldom? FREQUENCY
  21. 21. Do deployments require few or many items to complete? VOLUME
  22. 22. Are there many interdependent steps involved in the deployment? COMPLEXITY
  23. 23. USER ACCESS & KNOWLEDGE
  24. 24. DEPLOYMENT METHODS LEVERAGING POWERSHELL CHOOSING WHAT TO USE MY SECRET RECIPE
  25. 25. Based on dozens of successful deployments MY DEPLOYMENTS APPROACH Gather IA Configure Tenant Build Site Master Apply Template Add Content
  26. 26. Define clients information architecture using Excel, which is familiar to them CAPTURE INFORMATION ARCHITECTURE Content Types Lists Site Columns Content Configurations Taxonomy (Managed Metadata) Taxonomy-based Site Columns Libraries Branding
  27. 27. Configurations are only required once per site, unless they are changing CONFIGURE TENANT
  28. 28. Deployment templates can be used to quickly deploy new sites BUILD A MASTER
  29. 29. Content cannot be deployed using templates and is added at the end of the process ADD CONTENT
  30. 30. We work hard, we party hard!  5h00 PM 3971 Ontario E
  31. 31. LEAD CONSULTANT | OFFICE 365 MVP | SPEAKER Thank You! Organizers, SponsorsandYouformaking thispossible. Message Me On LinkedIn or Email linkedin.com/in/hanielcroitoru haniel@2tolead.com Download the full whitepapers at http://www.whentousewhat.com http://Office365Intranets.com

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