Tag Archives: SharePoint

Move Feature in SharePoint, Office 365, and OneDrive for Business

A new ‘Move’ feature will allow users to freely move content anywhere in Office 365, SharePoint and OneDrive for Business. To end users, this will offer greater freedom than the previously released ‘copy’ feature.

With Move, documents and other files can move with full fidelity across the platform while maintaining version history and metadata.

The everyday SharePoint and Office 365 user can benefit from this new feature in a few ways.

For me, I like to first spin up a rough draft for a project in OneDrive.  With the Move feature, I can then move it to a Teams site when I’m ready to share it with my team. Then, if we decide we want to publish the document, we might move it to a SharePoint site so that is accessible to the whole company.   The whole time the document keeps its metadata and version history intact!

Move feature in SharePoint. Office 365 and OneDrive for Business

A New Feature for the New World of Collaboration

Prior to the Move feature, I would have to rely on Copy – or even copy and paste – to move document. This may serve your needs, but the move feature offers a richer move. It brings over version history and some metadata that copying does not.

This new feature can save teams a lot of time when it comes to everyday documents – editing, approving, etc. It’s probably not the best route when it comes to moving sensitive documents. If your environment has record retention policies in place for documents, for example, it makes a copy rather than just moving the document. The original document doesn’t leave the records center, but moves a copy.

With this new feature, however, there are some things to consider regarding governance. Currently, users would not receive a report saying that employee ‘X’ moved a document to from library ‘Y’ to library ‘Z.’

If employee ‘X’ leaves the organization, others on the team are not aware that the item has moved. These items may not be where the rest of the team expects it to be when they go looking for them.

What the Move feature means for the Everyday User

For me, as a strategic advisor, the ability to move items and see their histories is very helpful. I do a lot of statements of work and proposals for clients. Those change over time as we go back and forth.

I usually start those out in OneDrive for Business because I need to have a rough draft and I don’t want extra clutter. Once I get it to a point where I’m relatively pleased with it, I’ll move it to our pursuit document library in our operations site. Now, I can see what changes have been made and I can make new changes accordingly.

The real benefits of this feature come when managing documents that frequently change over time and may need to be moved. It can also be a big help when it comes to company reorgs. Here at AvePoint, we recently reorganized our HR department. Our HR department changed to our People department. We could now use this feature to move over some prudent documents while leaving others behind.

I wouldn’t call this feature a gamechanger, but it’s undoubtedly a helpful tool. It helps eliminate clutter, enhances transparency and works towards making your SharePoint as agile and efficient as it can be. Less copies of documents means redundancies and helps establish a single source of truth.

Accessing SharePoint Online List Settings

I hadn’t had to do a lot of SharePoint Online things for a few month, but I needed to create a list and I wanted to add a Site Column  to it.  With the new List feature in SPO, I couldn’t find the List Settings.  There used to have a Ribbon across the top of the page to access everything, but it has been removed.  I know this was news a few weeks ago or months, but I wasn’t really paying attention.

I tried clicking the + and the More… link in the list column header…

ListMore

But that just took me to the Create Column page.  That would only allow me to create a column, not use a Site Column.   😦

CreateColumn

 

It took me longer than I should admit, but I finally found it.  The List settings link was moved to the Cog in the upper right hand corner…

 

ListSettingsCog

From there I was in familiar territory and could add my site column. 🙂

addexistingsiteColumn

I hope this helps!

Craig

On The SPOT Podcast – Episode #2

I am excited to announce the release “On The SPOT Podcast – Episode #2”  – On The SPOT Podcast with Dux Raymond Sy. Please check it out and let us know what you think!

podcast-logo

In this episode, Jay Leask and I provided a bit more detail about themselves and kicked off our show with talk about Microsoft’s partner conference – Inspire, some news around Google Glass, Elon Musk, the Verizon hack, and much much more.  Our guest Dux Raymond Sy, Chief Marketing Officer and Public Sector CTO of AvePoint, Inc t  joined the conversation to tell us about his experience at Inspire, the direction of Microsoft, #TechForGood, #ShiftHappens, and what the C-Suite is looking for in tech solutions.  We had a good time recording the show and hope you will enjoy listening to it!!!

Chicago Data Governance Meetup

I am excited to announce the first meeting of the Chicago Data Governance Meetup is this Thursday, July 26th.  I have been doing SharePoint\Office 365 and Azure user groups for the better part of 8 years now.  I was beginning to transition out of the SharePoint world and let my SharePoint group go, it was a hard decision but necessary at the time.

A short time later, I started my career with AvePoint and was thrust back into the SharePoint\Office 365 space.  Now I am focused more on getting clients migrated to new platforms, and helping them figure out how to best manage and protect their information.

Governance always seems to be a huge topic in the SharePoint world, but it is one of the most difficult things to accomplish.  I thought it would be nice to get a group of people together to talk about common problems and solutions to them.

We will go over the goals of the group and what we want the direction to be, Intro to Governance, the importance of good governance

Schedule:
5:30-6:00 pm – Networking
6:00-6:20 pm – Intro to the Group
6:20-7:10 pm – Presentation
7:10-7:30ish – Questions and Group Discussion

I encourage you to attend and help grow our group by spreading the word!

Aon Center / Microsoft Office

200 E Randolph – Microsoft Office
Suite 200
Chicago, IL (edit map)

On the SPOT Podcast – Episode 1

I recently partnered with a co-worker, Jay Leask, to begin a new podcast called On The SPOT – A podcast about working at the SPeed Of Technology

podcast-logo

It’s podcast where we talk with industry influencers about working at the speed of technology. Topics may include information management, data governance, compliance and security, collaboration and productivity, the cloud(s), and much much more!

We’re excited to release our inaugural episode – On The SPOT Podcast with Asif Rehmani, with guest Asif Rehmani, Founder and Chief Executive Officer of VisualSP.  The first of hopefully many of On the SPOT podcasts.  Please check it out and don’t hesitate to let us know what you think!

 

Intro to Office 365 Security & Compliance

Last Saturday, June 17, 2017, I presented an Intro to Office 365 Security & Compliance center at SharePoint Saturday Atlanta.  Which by the way was a really great event with a number of great speakers, MVPs, sponsors and attendees!  I am thankful that they picked me to present and that I got a chance to experience the event and meet a bunch of really nice people!

Here is the deck I presented:

It is really an overview of the Security & Compliance center with a bunch of live demos I did to show each section and a little bit about how they worked.  The demos are not included, but I am currently recording them and will post them shortly in a series of posts on Security & Compliance.

Hope you enjoy the slides!

Craig

SharePoint Saturday Chicago Suburbs

Almost four (4) years ago to the day, on May 20, 2013, me and a group of friend organized SharePoint Saturday Chicago Suburbs.

SPSEvents

Last Saturday, May 19th, we held our 4th event.  We also coupled it with an event we had been doing separately called Cloud Saturday.

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Cloud Saturday was born a spin-off of the original event because Microsoft pulled back on using the name SharePoint, was pushing hard for the Cloud, and Amazon Web Services, Saleforce, Google Cloud, and other technologies were on the rise.

This year, like years past, we had really Great Sponsors and really Great Speakers and feel fortunate to have so many people want to be apart of our event.  The attendees all seemed to have a good day.  This year we cut session times from 1 hour and 15 minutes to 1 hour, so we were able to get out of the event a couple of hours early and many people remarked how they appreciated that.

Getting involved in user groups, speaking at, and hosting events is something that has really helped me with career satisfaction, establish a great network of friends, and made me really appreciate how great the SharePoint\Cloud community really is!

I can’t wait to start planning out the event next year.  We got some great feedback and look to implement a number of things to help make the event even more successful.

Craig