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Asish Padhy
About me
- SharePoint, Office 365 and Azure Solutions Consultant at Kloud
Solutions
- 12 years of experience working on SharePoint and MS
Technologies
- I am a Consultant, Architect, Project Lead and always a
Developer.
- Microsoft Certified Professional in SharePoint
 https://asishpadhy.com
 https://twitter.com/asishpadhy - @asishpadhy
 https://www.linkedin.com/in/asishpadhy
 https://blog.kloud.com.au/author/asishpadhykloud/
Agenda
 What is Provisioning?
 Provisioning Options
 Provisioning Matrix
 Provisioning Flows
 Best Practices
What is Provisioning
 Process to programmatic and scripted creation of SharePoint site and
assets based on business rules
 Mostly used for mass provision of team sites and content that is created
in an periodic basis
 Benefits
 Standardization
 Consistency
 Application of Governance and Security Policy rules
 Branding and Theming
 Classification and Identification
Provisioning Options
 PowerShell
 PnP PowerShell cmdlets
 SPO Management Shell cmdlets
 CSOM
 Office Dev PnP Core
 SharePoint CSOM
 JSOM
 Site Scripts
 Site Design
 XML
 Provisioning Template
Provisioning Matrix comparison
ScopeTools Local PowerShell
(PnP & SPO
cmdlets)
Native
Applications
(CSOM)
Client Apps and
Flow (REST)
Site Scripts
(JSON)
Provisioning
XML
Site Collections Yes Yes No No Yes
Site / Web Yes Yes Yes No Yes
Office 365 groups Yes Yes No No No
List/Library Yes Yes Yes Yes Yes
Theme Yes Yes Yes Yes Yes
List Item Yes Yes Yes No No
Content
type/Fields/Views
Yes Yes Yes Yes Yes
Client Side Pages Yes Yes No No Yes
Folders Yes Yes Yes No No
Provisioning Matrix comparison cont’d…
ScopeTools Local PowerShell
(PnP & SPO
cmdlets)
Native
Applications
(CSOM)
Client Apps and
Flow (REST)
Site Scripts
(JSON)
Provisioning
XML
Hub settings Yes Yes Yes No Limited
App Deployments Yes Yes Yes Limited Yes
List Configuration Limited Yes Yes No Yes
Site Settings Yes Yes Limited Limited Yes
Taxonomy Store No Yes Yes No Yes
Taxonomy Fields No Yes Yes No Yes
Navigation Limited Yes Limited Limited Limited
Site Search Settings Yes Yes No No Yes
Enterprise Search Yes Yes Yes No No
Security Yes Yes No Yes Yes
Provisioning Flows
 SharePoint List, Flow and Azure Function
 PowerShell Script Task Scheduling
 Site Scripts and Site Design
 Site Scripts, Site Design, Flow and Azure Function
 Console Applications with CSOM
Site Scripts, Site Design, Flow and Azure
Functions (Simple)
SharePoint List, Flow and Azure Functions
(Medium)
Provisioning Process (complex)
Demo
My Few thoughts
 Benefits
 Custom Provisioning with custom templates
 Site Assets are ready decreasing business overheard on administration and configuration
 Easily manageable scripts and design without custom code requirements
 Allow users to request sites without worrying about SharePoint knowledge
 Limitations
 Dependency on custom hosting or scripts
 Need additional hosting for PnP Provisioning Components
 No seamless process for status updated
 Error and Troubleshooting is distributed and might need time for fixing custom issues
 Office 365 groups need Graph App support in PnP PowerShell and CSOM
 About more than 30 mins of provisioning time with PnP Provisioning XML updates
 Use of AD groups nesting is not supported, but could be used to control SharePoint access
and request to join Group facilities
Questions / Feedback
PnP PowerShell Cmdlets
 Connect to Site Collections, Need SharePoint Admin rights
 Important cmdlets
 New-PnPTenantSite (Creates a site collection)
 New-PnPSite (Creates a communication site or modern team site)
 Get-PnPProvisioningTemplate (Gets a Provisioning Template)
 Apply-PnPProvisioningTemplate (Applies the template)
 Add-PnPOffice365GroupToSite (creates a group and add classic team site)
 Add-PnPClientSidePage
More commands - https://docs.microsoft.com/en-
us/powershell/sharepoint/sharepoint-pnp/sharepoint-pnp-
cmdlets?view=sharepoint-ps
SPO Cmdlets
 Connect to SharePoint Tenant Site, Need Tenant Admin rights
 Important Cmdlets
 Set-SPOSite (setting site collection properties, set no-script to false)
 Set-SPOSiteScript (creates a site script)
 Set-SPOSiteDesign (create a site design)
 Register-SPOHubSite (makes a site as hub site)
 Add-SPOHubSiteAssociation (adds a site to a hub site)
 Set-SPOSiteOffice365Group (creates a new group and associates an
existing SharePoint site to it)
More commands - https://docs.microsoft.com/en-
us/powershell/module/sharepoint-online/?view=sharepoint-ps
CSOM References
 Create a new Modern Team Site
 Apply a provisioning template
 Add a site page
 Promote and demote a site page to news page
 Apply settings and changes to SharePoint Online sites
 Create and edit SharePoint page section and web parts
JSOM references
 Called in a Site Script
 Create a list
 Add and delete list fields
 Add and remove views
 Add and remove content types
 Apply custom formatting on columns
 Add list view command
 Navigation
 Add-ins
 Users and Principals
More info can be found here - https://docs.microsoft.com/en-
us/sharepoint/dev/declarative-customization/site-design-json-schema
PnP Provisioning Template
 Tenant settings
 Site and web settings
 Navigation
 Security
 Site Collection Term store additions
 Site Columns, Site Content types and Site settings
 List, Libraries and Views
 Client side pages and Apps
 Files and web parts
More info can be found here - https://github.com/SharePoint/PnP-Provisioning-
Schema/blob/master/ProvisioningSchema-2018-05.md

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Site Provisioning with Modern SharePoint Sites and SIte Assets - O365 Saturday Melbourne 2018

  • 2. About me - SharePoint, Office 365 and Azure Solutions Consultant at Kloud Solutions - 12 years of experience working on SharePoint and MS Technologies - I am a Consultant, Architect, Project Lead and always a Developer. - Microsoft Certified Professional in SharePoint  https://asishpadhy.com  https://twitter.com/asishpadhy - @asishpadhy  https://www.linkedin.com/in/asishpadhy  https://blog.kloud.com.au/author/asishpadhykloud/
  • 3. Agenda  What is Provisioning?  Provisioning Options  Provisioning Matrix  Provisioning Flows  Best Practices
  • 4. What is Provisioning  Process to programmatic and scripted creation of SharePoint site and assets based on business rules  Mostly used for mass provision of team sites and content that is created in an periodic basis  Benefits  Standardization  Consistency  Application of Governance and Security Policy rules  Branding and Theming  Classification and Identification
  • 5. Provisioning Options  PowerShell  PnP PowerShell cmdlets  SPO Management Shell cmdlets  CSOM  Office Dev PnP Core  SharePoint CSOM  JSOM  Site Scripts  Site Design  XML  Provisioning Template
  • 6. Provisioning Matrix comparison ScopeTools Local PowerShell (PnP & SPO cmdlets) Native Applications (CSOM) Client Apps and Flow (REST) Site Scripts (JSON) Provisioning XML Site Collections Yes Yes No No Yes Site / Web Yes Yes Yes No Yes Office 365 groups Yes Yes No No No List/Library Yes Yes Yes Yes Yes Theme Yes Yes Yes Yes Yes List Item Yes Yes Yes No No Content type/Fields/Views Yes Yes Yes Yes Yes Client Side Pages Yes Yes No No Yes Folders Yes Yes Yes No No
  • 7. Provisioning Matrix comparison cont’d… ScopeTools Local PowerShell (PnP & SPO cmdlets) Native Applications (CSOM) Client Apps and Flow (REST) Site Scripts (JSON) Provisioning XML Hub settings Yes Yes Yes No Limited App Deployments Yes Yes Yes Limited Yes List Configuration Limited Yes Yes No Yes Site Settings Yes Yes Limited Limited Yes Taxonomy Store No Yes Yes No Yes Taxonomy Fields No Yes Yes No Yes Navigation Limited Yes Limited Limited Limited Site Search Settings Yes Yes No No Yes Enterprise Search Yes Yes Yes No No Security Yes Yes No Yes Yes
  • 8. Provisioning Flows  SharePoint List, Flow and Azure Function  PowerShell Script Task Scheduling  Site Scripts and Site Design  Site Scripts, Site Design, Flow and Azure Function  Console Applications with CSOM
  • 9. Site Scripts, Site Design, Flow and Azure Functions (Simple)
  • 10. SharePoint List, Flow and Azure Functions (Medium)
  • 12. Demo
  • 13. My Few thoughts  Benefits  Custom Provisioning with custom templates  Site Assets are ready decreasing business overheard on administration and configuration  Easily manageable scripts and design without custom code requirements  Allow users to request sites without worrying about SharePoint knowledge  Limitations  Dependency on custom hosting or scripts  Need additional hosting for PnP Provisioning Components  No seamless process for status updated  Error and Troubleshooting is distributed and might need time for fixing custom issues  Office 365 groups need Graph App support in PnP PowerShell and CSOM  About more than 30 mins of provisioning time with PnP Provisioning XML updates  Use of AD groups nesting is not supported, but could be used to control SharePoint access and request to join Group facilities
  • 15. PnP PowerShell Cmdlets  Connect to Site Collections, Need SharePoint Admin rights  Important cmdlets  New-PnPTenantSite (Creates a site collection)  New-PnPSite (Creates a communication site or modern team site)  Get-PnPProvisioningTemplate (Gets a Provisioning Template)  Apply-PnPProvisioningTemplate (Applies the template)  Add-PnPOffice365GroupToSite (creates a group and add classic team site)  Add-PnPClientSidePage More commands - https://docs.microsoft.com/en- us/powershell/sharepoint/sharepoint-pnp/sharepoint-pnp- cmdlets?view=sharepoint-ps
  • 16. SPO Cmdlets  Connect to SharePoint Tenant Site, Need Tenant Admin rights  Important Cmdlets  Set-SPOSite (setting site collection properties, set no-script to false)  Set-SPOSiteScript (creates a site script)  Set-SPOSiteDesign (create a site design)  Register-SPOHubSite (makes a site as hub site)  Add-SPOHubSiteAssociation (adds a site to a hub site)  Set-SPOSiteOffice365Group (creates a new group and associates an existing SharePoint site to it) More commands - https://docs.microsoft.com/en- us/powershell/module/sharepoint-online/?view=sharepoint-ps
  • 17. CSOM References  Create a new Modern Team Site  Apply a provisioning template  Add a site page  Promote and demote a site page to news page  Apply settings and changes to SharePoint Online sites  Create and edit SharePoint page section and web parts
  • 18. JSOM references  Called in a Site Script  Create a list  Add and delete list fields  Add and remove views  Add and remove content types  Apply custom formatting on columns  Add list view command  Navigation  Add-ins  Users and Principals More info can be found here - https://docs.microsoft.com/en- us/sharepoint/dev/declarative-customization/site-design-json-schema
  • 19. PnP Provisioning Template  Tenant settings  Site and web settings  Navigation  Security  Site Collection Term store additions  Site Columns, Site Content types and Site settings  List, Libraries and Views  Client side pages and Apps  Files and web parts More info can be found here - https://github.com/SharePoint/PnP-Provisioning- Schema/blob/master/ProvisioningSchema-2018-05.md

Notas do Editor

  1. Hub Settings – only association to a Hub supported App Deployments – Add in supported and register and extension Site Settings (json) – Can only set regional settings List Configuration – cannot set settings pertaining to specific fields Navigation – Cannot update Url of an existing node Site search settings – cannot set audit settings