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SharePoint Architect's Planning Guide
SharePoint Architect's Planning Guide

SharePoint Architect's Planning Guide: Create reusable architecture and governance to support collaboration with SharePoint and Microsoft 365

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SharePoint Architect's Planning Guide

Classic versus Modern SharePoint

There is an idiom that states the more things change, the more they stay the same. In the world of SharePoint, many familiar concepts have existed for a long time, but there have also been many changes over the years. With SharePoint Online, those changes are occurring at a rapid pace.

It’s been a privilege to see SharePoint change and mature over the years, from its earliest days as an extension to the on-premises Office Online Server to becoming a server-based product of its own to becoming a set of services in the cloud that forms the backbone of file sharing and collaboration.

This chapter is designed for the person who has been a part of that history and worked with on-premises SharePoint but is new to the world of Microsoft 365 (M365) and SharePoint Online. Maybe you’ve been an architect, an admin, a developer, a trainer, or a frustrated user. Cool! I’ve been there too. As with all technical books, this one sits along a point in that timeline, with a view of the past and a fleeting moment to be current at least or future-facing at best.

On the SharePoint timeline sits a pivotal divide. It is kind of like BC/AD or BCE/CE. We’ll call it C/M – the divide between classic and modern SharePoint. In many ways, this divide can be seen as the divide between SharePoint on-premises versus SharePoint in the cloud. The dividing line is not quite that crisp, however. It is on that blurry line on which our first planning exercise begins, as we explore the following topics together:

  • Modern building blocks
  • The classics
  • A mixed skyline
  • The paths to modern
  • Hybrid workloads
  • Additional features
  • IT governance
  • Planning document

By the end of the chapter, we will have reviewed the five core areas most impactful to users of SharePoint Online. We will have looked at modern sites and web parts, ways to get from classic to modern, and the ability to combine the worlds of SharePoint Server and Office 365 by using hybrid mode.

Understanding modern building blocks

The term modern in this context usually leads us to one of two places. It could simply mean that we are now using SharePoint Online (and the default sites, pages, templates, and other services it provides) rather than using SharePoint Server (SP Server) on-premises. It most likely means that we are using the modern UI components introduced in SharePoint Online and made available to SP Server 2019 as well.

The modern UI components can best be defined as the collection of responsive, client-side UI elements and the structures that support them. These elements provide us with the building blocks of mobile-ready sites that automatically adjust to the screen and device they’re on. The modern UI also provides a tremendously simple editing canvas that should enable both IT and content owners with little technical experience to quickly create and modify the content in a compelling and dynamic way.

There are five core areas where we can see this modern structure shining through:

  • Sites (formerly known as site collections)
  • Lists and libraries
  • Pages
  • Web parts
  • Navigation

We will take a look at each of these structures in the following sections. Each section will dig deeper into one of the components that comprise modern SharePoint. I like to think of it as a nesting doll with one component containing another. Sites are the big doll with lists, libraries, and pages inside. Pages then contain web parts that we can configure to build our modern UI.

Sites

In SharePoint on-premises, we had a variety of site templates to choose from when provisioning a new site. Most sites were created as team sites, but we could get more specialized as the need arose. While there was a long list of site templates to choose from, they primarily differed in which features were activated by default. In SharePoint Server 2016, there were just over 50 site templates that would be returned when executing the Get-SPOWebTemplate cmdlet. You can see the full list here: https://social.technet.microsoft.com/wiki/contents/articles/52674.sharepoint-server-2019-list-of-all-templates.aspx.

For the most part, we could really just use the blank site template and enable the features we need at the site collection or site level. For example, if you wanted the capabilities of a Document Center site, you could start with a blank site template and add the Document ID and Content Organizer features.

The story is greatly simplified in SharePoint Online. While admins can create classic sites from most of the legacy templates, there are only two modern site templates – Communication site and Team site. Something to remember is that once a site is created from a template, we cannot change that template. Our only hope would be starting over and migrating data, so we must choose wisely. This is the choice we’re given as a user creating sites or the defaults in the admin center:

Figure 1.1 – Team site and Communication site template options

Figure 1.1 – Team site and Communication site template options

For admins, team sites can come in two flavors, depending on whether you want to connect the site to M365 Groups (which we’ll explore in Chapter 4). Generally, while features are still present to an admin or owner, I have very rarely bothered with feature activation in the modern SharePoint world. Generally, it is no longer needed to make modern sites behave in specific ways. The out-of-the-box configuration is sufficient in most cases.

Lists and libraries

The pages automatically created for viewing lists and libraries will be modern in SharePoint Online by default. You can change this at the site level with the activation of a feature (to be consistent with my previous statement, I’ve never had to do this) called SharePoint Lists and Libraries experience. Activating the feature turns off the modern UI for list pages. You can also use the Advanced list or library settings to change the default list experience on a one-by-one basis. The following figure shows that option:

Figure 1.2 – List experience on the List settings page

Figure 1.2 – List experience on the List settings page

While it is possible to make that change for a particular list or even for all lists on a particular site, I wouldn’t recommend it unless you have a compelling reason to do so. These modern pages are crucial to connect our SharePoint sites to features outside the platform (such as Power Apps and Power Automate) and to take advantage of the latest and greatest from Microsoft. The modern UI for system-generated list and library pages (for everything but the calendar that is) no longer features the classic ribbon, but a new streamlined UI filled with modern features, as seen in the following figure:

Figure 1.3 – The menu seen on list and library pages in SharePoint Online

Figure 1.3 – The menu seen on list and library pages in SharePoint Online

Modern views are also much friendlier to work with and change. We can do so directly on the same page as the list, rather than having to navigate to a separate screen. Therefore, views can be manipulated in place. We can then save them as public or private. We will explore these options further in Chapter 5, Magic Tool in the Toolbox – Integrating SPO with Other Collaboration Tools, when we discuss Microsoft Lists as a standalone service. Lists brings new formatting and other enhancements to a single new app experience where users can interact with list data across sites they have access to as well as their own private lists created in OneDrive for Business.

Pages

For pages that we create, including the home page of the site, we have a great leap forward in ease of use and depth of functionality with modern UI enhancements. We have an entirely new canvas providing easier editing and updating. Modern pages also render correctly whether we’re on a phone, a tablet, or viewing the page on a 49-inch wide-screen monitor. This works because Microsoft has built the underlying page structure to be responsive.

Modern pages are possible because each new modern site contains an enabled site pages feature that gives us a new Site Page content type. A modern page can include multiple sections with different layouts, without the use of the Publishing Infrastructure features or page templates. Moreover, the layout of the section can change as we build our page, so we could have a single, wide panel at the top with a three-column layout just underneath it, and back to a page width section. Section layouts can be changed even after the page is saved and web parts will adjust to fit into their container if they are moved.

On the following page, for example, we have a vertical section down the right side. A hero layout of four images is in a single-column section across the top, and a two-column section with some text and previews/links to videos is just below it. If we moved the hero images to the smaller section below, it would render as a slider, showing one image at a time. The following figure shows a hero layout rendered on a desktop monitor, displaying all four images at once:

Figure 1.4 – A modern SharePoint page from a communication site

Figure 1.4 – A modern SharePoint page from a communication site

Microsoft has created and continues to curate a tremendously valuable resource to make sure we understand and get the most benefit from modern sites. The SharePoint look book contains loads of ideas, documentation, and visual samples, and you can deploy entire sites to your tenant directly from the site as well. The look book is available at https://lookbook.microsoft.com/.

Web parts

Classic pages are built with classic web parts. Modern pages are composed of modern web parts. That may sound elementary, but it is crucial to understand that we cannot mix and match components between the two worlds. They’re both building blocks, but one is like LEGO bricks while the other is like Mega Bloks. They simply don’t fit together.

Modern web parts are responsive, just like the pages that host them. When a page is placed into edit mode, so are all of the web parts, so there are fewer clicks for our content owners. The Edit panel that opens for each web part is also simpler and more consistent with the rest of the modern UI. Just look for a pencil icon to click and the details panel will open on the right:

Figure 1.5 – Editing a modern web part

Figure 1.5 – Editing a modern web part

The look book noted earlier does a great job of indicating which web parts have been used with each template’s home page, with hyperlinks to the Microsoft documentation to explain how to use each one.

Navigation

In both classic and modern SharePoint, we have navigation elements that can be hosted in one of two locations on the page. Team sites still provide a left-hand quick launch, while site navigation can still be found at the top of the page. Adding and editing links becomes more streamlined with the owner’s ability to edit the navigation in place and use the Change the Look menu to decide on a more traditional Cascading look or the more updated Mega menu:

Figure 1.6 – An example of Mega menu

Figure 1.6 – An example of Mega menu

The biggest change to navigation in the modern world is through the use of hub sites, which we will explore in much greater depth in Chapter 7, Up with Hubs, Down with Subs – Planning Hub Sites. A hub provides a way for one site to be the logical parent of other sites. One advantage of this functionality is to provide global navigation that is at the very top of the page, above the site’s navigation, which is consistent across all sites that are connected to a given hub. We can also use that same global navigation to supply links to the SharePoint Online app bar. The app bar is designed to be sticky to the left-hand side of all SharePoint Online sites and to also drive the Viva Connections experience in Teams, referenced in greater detail at https://docs.microsoft.com/en-us/viva/connections/sharepoint-app-bar. The following figure shows us the app bar:

Figure 1.7 – SharePoint app bar

Figure 1.7 – SharePoint app bar

We’ve taken a look at the five core components of the modern experience in SharePoint Online. Understanding these elements will guide us through the rest of this book. However, to truly appreciate the modern world, we should spend a little time pondering the past and remember classic SharePoint.

Remembering the classic experience

Since we’ve defined key elements of the modern experience in SharePoint Online, we can now generally say that the classic experience is the one we find in SharePoint on-premises, especially between 2007 to 2016. For this chapter, let’s collectively refer to the UI and features associated with it as SharePoint classic. Let’s do so with the understanding that SharePoint 2016 has some of the modern features available in SharePoint Online and SharePoint 2019 has most of them.

Rather than reviewing all the templates, features, web parts, capabilities, and irritating quirks of the platform, let’s review the top 10 components that either disappear entirely or become deprecated with a move to modern SharePoint Online:

  • Your own servers: This might seem obvious, but it is highly impactful. Managing the infrastructure, including search, updates, failover, and so on, is no longer necessary. That means that we no longer have a Central Administration site, can’t bump up the list view threshold, and don’t have to worry about creating site collections that consume a new content database.
  • Full trust solutions: Custom server-side code deployed via farm solutions or sandbox solutions is no longer supported in SharePoint Online, regardless of whether we have classic or modern sites.
  • Custom master pages and Cascading Style Sheets (CSS): Support for this resides only with classic sites. We’ll look at this in more detail in Chapter 3, Modern Options for Customizing SharePoint Online, but suffice it to say that the concept of branding SharePoint so that it’s no longer recognizable is a thing of the past.
  • Content Editor and Script Editor web parts: The option to embed HTML, CSS, and JavaScript that impacts the entire containing page is no longer possible with SharePoint Online.
  • Classic site templates: Specialized templates such as Document Center, Record Center, and Search Center are the exclusive domain of the classic world. Admins can create many of these in SharePoint Online, but the UI will be in classic mode.
  • Pages and publishing: Wiki pages and web part pages are relics of the past and not possible with the modern UI. The Publishing Infrastructure features also remain in the classic world. We don’t really need them with modern SharePoint with page sections, SharePoint News, and Power Automate to help us with approvals, but the features are still available in SharePoint Online with classic UI sites.
  • Search web parts: The ability to add search boxes, results, refinement panels, and others is limited to classic pages, so we can’t build our own search pages out of the box.
  • SharePoint Designer (SPD): The link to the tool is hidden from the UI of modern lists and libraries. By default, modern sites don’t allow Custom Script, which means it wouldn’t be supported anyway. Editing site pages in SPD doesn’t really work, and workflows are now best created in Power Automate.
  • InfoPath: This tool is the zombie of the SharePoint world. Officially dead (OK, deprecated, but the date of death has been announced) since 2014 but still walking around, consuming brains, and refusing to go away until support ends in July 2026. While InfoPath still works in SharePoint Online, we can’t access it from the menu of modern pages, and the future lies in Power Apps.
  • Information management: This one is a little different from the others in that it isn’t part of a revamped UI, but is a function of SharePoint on-premises that goes away in favor of a richer alternative. Information management policies at the site collection, content type, or library level were built into SharePoint Server and provided retention, auditing, barcodes, and labels. This is now part of the Security & Compliance Center in M365 and provides a unified solution across content sources in the cloud, not just SharePoint.

While much of SharePoint remains intact, we can clearly see the changes Microsoft has made to frame the future for SharePoint. However, we can’t speak of SharePoint Online in terms of exclusively classic or exclusively modern. The two worlds can live together.

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Key benefits

  • Learn how to structure sites, pages, and data with effective metadata
  • Understand the modernization of SharePoint over time and discover ways to leverage its out-of-the-box features
  • Fit all the pieces together across cloud tools like Teams, OneDrive, Planner, and Forms

Description

After opening a toolbox full of tools, it can initially be hard to know which is the right one for the job – which tool works best and when. Showing you how to create an informed and purposeful plan for SharePoint Online in the context of the Microsoft 365 suite of tools is what this book is all about. SharePoint Architect's Planning Guide will help you understand all you can do with SharePoint. Whether the tools are new to you or you’ve used the older versions in the past, your journey will start by learning about the building blocks. This book is not a step-by-step guide; there are tons of online resources to give you that and to help you better keep up with the pace of change. This book is a planning guide, helping you with the context, capabilities, and considerations for implementing SharePoint Online in the most successful way possible. Whether you need to plan a new intranet, migrate files to a modern platform, or take advantage of tools such as Power Platform, Teams, and Planner, this guide will help you get to grips with the technology, ask the right questions to build your plan, and successfully implement it from the technical and user adoption perspectives. By the end of this Microsoft book, you’ll be able to perceive the toolbox as a whole and efficiently prepare a planning and governance document for use in your organization.

Who is this book for?

This book is for any IT professional looking for an all-encompassing view of the collaboration tools in Microsoft 365 to plan for successful SharePoint adoption. This book will benefit long-time SharePoint on-premises administrators making a leap to the cloud, as well as IT architects with experience in other areas who’ve never worked with SharePoint.

What you will learn

  • Find out how to build or migrate to an effective modern intranet
  • Explore how SharePoint works with other Microsoft 365 tools
  • Discover best practices for extending SharePoint
  • Understand the ways to implement effective metadata
  • Plan for successful adoption and change management
  • Explore best practices for site and data architecture
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Table of Contents

16 Chapters
Part 1:From Farm to Cloud Chevron down icon Chevron up icon
Chapter 1: Classic versus Modern SharePoint Chevron down icon Chevron up icon
Chapter 2: Making the Move – Migration Options and Considerations Chevron down icon Chevron up icon
Chapter 3: Modern Options for Customizing SharePoint Online Chevron down icon Chevron up icon
Part 2:From Lone Wolf to Pack Leader – SPO Integrations with M365 Chevron down icon Chevron up icon
Chapter 4: Understanding M365 Groups as the Foundation of Collaboration Chevron down icon Chevron up icon
Chapter 5: Integrating SharePoint Online and Other Collaboration Tools Chevron down icon Chevron up icon
Chapter 6: Making SharePoint More POWERful Chevron down icon Chevron up icon
Part 3:From Tall to Flat – SPO Information Architecture Chevron down icon Chevron up icon
Chapter 7: Up with Hubs, Down with Subs – Planning Hub Sites Chevron down icon Chevron up icon
Chapter 8: The Mega World of Metadata Chevron down icon Chevron up icon
Chapter 9: Keeping Things Secure – Permissions, Sharing, and DLP Chevron down icon Chevron up icon
Part 4:From Current to Change Chevron down icon Chevron up icon
Chapter 10: The Human Side of SharePoint – Adoption and Managing Change Chevron down icon Chevron up icon
Index Chevron down icon Chevron up icon
Other Books You May Enjoy Chevron down icon Chevron up icon

Customer reviews

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Bijay Kumar Sahoo Feb 27, 2023
Full star icon Full star icon Full star icon Full star icon Full star icon 5
I was looking out some resources on the SharePoint architect prospective towards modern environment, and I got this book by Patrick which is based on the modern environment.He clearly explained the modern environment and how you should plan for migration from classic SharePoint to Modern by using various options and what you should consider.Another thing I liked about the book is the way it explains the modern SharePoint customization options and the understanding of Microsoft 365 groups. As an architect, we should know the hub site, how metadata works, and permissions work in SharePoint Online, which are explained very nicely in the book. If you really want to become a SharePoint architect, then I will highly recommend the book.
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Peter North Jan 02, 2023
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Great author and publisher.
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Geoff Ables Oct 19, 2022
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If you administered SharePoint classic, and need a helping hand to make the jump to modern SharePoint. Or if you're in any SharePoint Administrator position, this book is a must-have for your reference and learning library. It covers everything from making the transition from classic to modern, the basics of laying out pages, to advance administrative settings and JSON.An excellent guide, an even better reference, from a skilled SharePoint expert. Highly recommended.
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Jussi Sep 15, 2022
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The intended audience for the book is perhaps someone like me - a battle-hardened SharePoint admin or architect who needs to move on with the times. There is so much folklore and previous history with SharePoint that it's an almost insurmountable task to get up to speed by reading Microsoft Docs diligently. The more I read the book, the more I got the feeling that I should have had this book some years ago when I was ramping up on all things SharePoint Online and the modern work capabilities of Microsoft 365.It's a great book, that clearly walks you through the past, the current state of things, and how to best utilize the numerous capabilities and services in SharePoint Online, including the Power Platform and other Microsoft 365 services. Highly recommended.
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Mahendra Lokhande Oct 23, 2022
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You'll get a lot of useful knowledge about SharePoint from this book. It appeals more to people who have a basic knowledge of SharePoint. I particularly loved the reference to SharePoint as a collaborative tool with other M365 tools. Have recommended the book to a few admins I know personally.
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On the off chance your printed book arrives damaged, with book material defect, contact our Customer Relation Team on customercare@packt.com within 14 days of receipt of the book with appropriate evidence of damage and we will work with you to secure a replacement copy, if necessary. Please note that each printed book you order from us is individually made by Packt's professional book-printing partner which is on a print-on-demand basis.

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Currently, no tax is charged on the purchase of any print book (subject to change based on the laws and regulations). A localized VAT fee is charged only to our European and UK customers on eBooks, Video and subscriptions that they buy. GST is charged to Indian customers for eBooks and video purchases.

What payment methods can I use? Chevron down icon Chevron up icon

You can pay with the following card types:

  1. Visa Debit
  2. Visa Credit
  3. MasterCard
  4. PayPal
What is the delivery time and cost of print books? Chevron down icon Chevron up icon

Shipping Details

USA:

'

Economy: Delivery to most addresses in the US within 10-15 business days

Premium: Trackable Delivery to most addresses in the US within 3-8 business days

UK:

Economy: Delivery to most addresses in the U.K. within 7-9 business days.
Shipments are not trackable

Premium: Trackable delivery to most addresses in the U.K. within 3-4 business days!
Add one extra business day for deliveries to Northern Ireland and Scottish Highlands and islands

EU:

Premium: Trackable delivery to most EU destinations within 4-9 business days.

Australia:

Economy: Can deliver to P. O. Boxes and private residences.
Trackable service with delivery to addresses in Australia only.
Delivery time ranges from 7-9 business days for VIC and 8-10 business days for Interstate metro
Delivery time is up to 15 business days for remote areas of WA, NT & QLD.

Premium: Delivery to addresses in Australia only
Trackable delivery to most P. O. Boxes and private residences in Australia within 4-5 days based on the distance to a destination following dispatch.

India:

Premium: Delivery to most Indian addresses within 5-6 business days

Rest of the World:

Premium: Countries in the American continent: Trackable delivery to most countries within 4-7 business days

Asia:

Premium: Delivery to most Asian addresses within 5-9 business days

Disclaimer:
All orders received before 5 PM U.K time would start printing from the next business day. So the estimated delivery times start from the next day as well. Orders received after 5 PM U.K time (in our internal systems) on a business day or anytime on the weekend will begin printing the second to next business day. For example, an order placed at 11 AM today will begin printing tomorrow, whereas an order placed at 9 PM tonight will begin printing the day after tomorrow.


Unfortunately, due to several restrictions, we are unable to ship to the following countries:

  1. Afghanistan
  2. American Samoa
  3. Belarus
  4. Brunei Darussalam
  5. Central African Republic
  6. The Democratic Republic of Congo
  7. Eritrea
  8. Guinea-bissau
  9. Iran
  10. Lebanon
  11. Libiya Arab Jamahriya
  12. Somalia
  13. Sudan
  14. Russian Federation
  15. Syrian Arab Republic
  16. Ukraine
  17. Venezuela