Read Only or special access on documents in Teams with Linked libraries – a workaround.

Imagine you want your guests in a Teams Group to only read your documents, not edit. Or you want specific permissions for your Team Group Members on your subfolders.

A combination of the default Teams groups library, an extra library (or even an extra Team Group with it’s own site) and the “add cloud storage”-option, make this possible!

The Basics

With “add cloud storage” we can add a subfolder to our Files section in a Team Group Channel linked to another SharePoint library.

This “another library” has its own permission setup which will be honored when opened and shown in the Channel Files section.

We will add the users that are part of the Team Members Group to our other library with direct library permission settings via the SharePoint site.

When opening the linked folder in Teams we will get the full second library with all it’s subfolders(if present).

When a Team member has no permissions at all on a certain item/subfolder, this item/subfolder will not even be visible to that user! Great, right!

The Steps

Step 1 is to decide if want the extra library on our Teams Group Site, use an existing SharePoint library or create a new library (or even a specific site plus library).

Step 2 making sure all your users exist in your tenant. For guest users it makes it easy if they are first invited to your Team Group.

Step 3 is adding the specific Team members including the guests to our chosen library as desired. Check if you want to stop the permission inheritance, so you can add the users solely to the library. Similar for your subfolders. Grant permissions to your needs.

I personally work always with the advanced permissions settings mode, as well on site, library, folder and item level for more

Note: Be careful with adding users to the default SharePoint groups because the groups stay the same in content wherever they are used on that site collection.

More on this and SharePoint permission management logic in my next post, stay tuned.

Step 4 is to use in your original Teams Group channel the “add cloud storage” feature. Take the “from SharePoint” option and find your library via the browse option or provide the url.

The Result

Here we are, we have a folder in our Teams channel acting like other normal subfolders, but with adapted permissions settings on its content.

Pros and Cons

Pro

– Dedicated permission management on documents in combination with working within Team Channels.

– working on libraries from other Teams from within your own channels.

– working from within Team Channels on classic SharePoint libraries

Cons

– Permission management on multiple locations.

– Permissions setup less transparent.

– At this moment only full libraries can be added as folders.

Other option

You can also add the extra library as TAB to your channel. Now you can show a specific subfolder level by adding the specific url.

Disadvantage is that there is a separate TAB outside the Files panel and you loose the nice integrated listing and organisation.

Hope that this workaround gave you some ideas on solving your dedicated permissions challenge.

Have fun!

Microsoft Edge Chromium

Microsoft Edge Chromium based, the future for Office 365 and Enterprise surfing.

The new upcoming Edge (very soon as here and there reported), fully reworked and based on the Chromium platform, is the best combined of Edge and Chrome with Internet Explorer integration perfect for browsing the web, working on Office 365 and searching your cloud enterprise data via Bing Search integration for Office 365.

Check out the beta release via the Beta channel: https://www.microsoftedgeinsider.com/en-us/

Edge Beta is now also ready for Enterprises. Admins should really check out: https://www.microsoftedgeinsider.com/en-gb/enterprise.

A great feature in the new Edge is profiles, like in Chrome, that allow you to setup a collection of personas to quickly switch between different Microsoft Accounts. Very handy for Office 365 administration and Microsoft Teams, to give some examples.

The new Edge logo:

EdgeNew

 

See also this great blogpost on the setup and usage of Edge Beta including examples on the usage of the profiles feature.

Happy Surfing on the Edge!

Fun, fun and fun with Office 365

I recently came across a great video called “The Importance of Fun in the Workplace”, by Holly Cummins, and was totally pleased (I had fun) to realize this is what we need as a statement also for working with Office 365!

We need to have fun to work with tools in the cloud!

The idea of allowing yourself, your team and your organization does not stop with enjoying the company around you and the time at the coffee corner. As nicely pointed out in Holly her talk, having fun is also about what tools you use and how.

So what is important is that we allow ourselves and the people we interact with to experience working with Office 365 as a fun adventure.

My idea how to support yourself on having more fun…

Find out “what’s in it for me“.

I can not say this enough.

Do see a new application or the complete platform as an opportunity and find out what needs you have that can be improved with using some of the available apps and features. Be happy with these improvements, even if they are small and notice how this improves your daily work.

And if it does not, look for better apps and features. Let go of the idea “I always have been doing it like this, so I should keep doing it in this way”, especially when you are switching from file management on a file server and your local device to working with files in the cloud and on a local synced OneDrive. Embrace the freedom of auto-discovery and search with Delve, your SharePoint personal dashboard, the News features and the Search option where ever you are!

Microsoft Graph is doing a great job presenting you your work on a lot of locations.

Also the recent section in your desktop apps and the ability to pin your important files. Build your favorites dashboard in Delve (documents) or the SharePoint app (Sites).

So allow yourself the time to discover and look around and feel free to use what you need.

Start step by step.

There is no need to start working with all the apps and features at once. As is pointed out on several other blogs already, Office 365 is like a Swiss army knife. A lot of features to solve a lot of problems.

Focus first on where can you gain most out of using new tools.

Get some etiquette- aka rules of the game

Having a lot of apps and features can also mean the things get chaotic. So instead of panicking, we best start deploying some rules of the game on how we work best within our organization with certain apps.

A great example is a recently released post “Everyday Etiquette in Microsoft Teams” by Matt Wade (AtBot / AvePoint). These etiquette rules of engagement will make working with Teams much more fun because they will avoid irritation moments by aligning everyone’s interaction where anyone gets what is expected.

Matt’s etiquette for Teams I would surely recommend as a starting point and template for other applications too. Adapt to your business needs if required for your fun!

Adapt, do not get desperate

If things are not going as you like, open your mouth and talk about it. Ask around for solutions and changes. Look around within Office 365 for better apps/solutions for your situation. The time you will invest will pay itself back by all the productivity improvements you encounter after your change.

Getting back your fun will improve your life and directly reflect the quality of your work in a positive way.

Be honest with yourself

A great friend, also a consultant, told me that he will only accept a job if he believes he will have fun doing it. And when it turns out the fun, for whatever reason, is being blocked by external factors, he steps out of the game.

Not everyone might be in the position to directly do it this way, anyhow we should strive to make our daily work, including working with Office 365 and all or some of it’s wonderful apps, a joyful – aka FUN – experience

Migration and Training

See for instance my posts Is it difficult to keep up with Office 365 continuous changes? , How to train internal users on Microsoft Teams and make them love it and Migration to Office365, to mention a few, and realize this is where the fun begins!

Fun should be part of the process and users should experience fun from the very beginning!

quote-business-leaders-take-things-far-too-seriously-and-forget-that-most-of-the-time-people-richard-branson-82-55-55

Have fun!

 

Is it difficult to keep up with Office 365 continuous changes?

In my opinion it depends a few factors and it does not need to be difficult:

  • Your mindsets towards modern apps and cloud based working
  • Your willingness to do short periodically checkups
  • Allow users to have me time to get updated and do knowledge update

I would like today to pickup on some blogposts going around noting that Microsoft is releasing new features and apps in a high tempo creating a conflict for consultants, users, managers and admins to keep up.

So yes, this is confusing if you did not adapt your mindset, whatever role you have.

Working with Office 365 / SharePoint in the cloud is not different than working with a smartphone. Apps come and go, while updates popup like mushrooms on a sunny day after a good rain. And we decide Everytime what we like and use.

In both cases you have the choice which apps to use and which not. Realize that looking at Word or Excel, a lot of users use only a small percentage of the features, bells and whistles these programs have been offering since the beginning while others found themselves more features that enhance their productivity and use them to a greater extend. Office 365 works the same way. Only on a bit bigger scale.

Start seeing Office 365 as a whole, and find the apps that are useful for you and ignore the rest or wait till you are ready for them based on your needs.

Keep yourself informed on a weekly basis is the key here. You do not need to spend hours on this, just check what’s coming soon and is new and think about if this can improve your work of the of others

And then give it a try!

Office 365 is focussed more and more on self management. Users, managers and admins can all independently determine what works and what does not. So users should also get the chance to have personal time to update their knowledge and skills.

Try to be less rigid as an organisation and use best practice pilot initiatives to support further adoption. As I said, see Office 365 as a complete platform and as with Word itself, some users use this and some use that.

As admins we have to make the full organisations understand this are not rigid programs anymore with a single working method. This are platform solutions with freedom of work.

This does not take away the idea to streamline the general setup across an organisation and as admins we can still manage a lot of central setting. But do not block to easily everything new. Instead find early adopters and make them part of the target release program.

So check the admin portal at least once a week and find yourself those early adopters for early feedback.

Encourage users to search for work improvements what will benefit all.

For consultants to say, hold back on making manuals and PowerPoint presentations!

Keep the info focussed on the ideas and logic behind Office 365 and use more live demo examples to show what it is about. You indeed do not want to spend half your time updating your screenshots and adapting your text.

Hopes this helps any of you finding your way in going along with the updates flows of this modern times.

A starting point on where to place your documents in Office 365

With all the options of Apps in Office 365 it can be very confusing to decide what document to store where exactly. There is no strict rule on this, exactly because Office 365 is designed to be used as fits you best.

CloudFolderTo make your life as a user or administrator more easy you could start with the following concept and build onwards/adjust from there.

       OneDriveFull       |        TeamsFull       |        SharePointFull       |        YammerFull

I did not visually work it out (yet) but as a starting point I use the following “ruling”:

OneDrive

  • Personal documents with incidental sharing (HINT: point the Windows My Documents to the local OneDrive sync folders location)

Teams

  • Team collaboration “work in progress”/draft documents (The digital war room principle)

SharePoint Team sites

  • Document archive and publishing to a larger team/ department/group of people (SharePoint Team site)
  • “Public” documents (Intranet site) / News page related (published) documents
  • Documents with a minimal archiving period
  • Documents with specific version management
  • Documents with publishing approval

Yammer (in case Yammer is actively used as an inter company social platform)

  • Documents with social info / nonwork related data – not important who does or does not read or can access the document – no retention requirements

This is only a guide so you can start working with documents within some kind of boundary concept with the benefit of “all faces in the same direction” group work.

Review this working method/policy within your group and adapt based on your experience and needs.

 

Have filing fun!

Microsoft Teams – getting organized and avoid posts overload.

Getting organized in Microsoft Teams is important as it basically is in all your work but specially handy when communicating with people in different time zones or working in large teams.

Your unread activity list can build up quickly overnight or when you are offline for a while.

So what can we do about it?

The organization here is a Team effort I believe and starts with actually using some basic features and taking some responsibility when creating a new post/reply.

1. Use the title field and give the main answer/statement/summary as title like “I have chocolate cookies at my desk for free to take” in stead of “Anybody hungry?”. This way it is easier for anyone to decide the post is applicable or not.

2018-02-22 09_54_00-z. TEST CHANNEL (TEAM IT Global) _ Microsoft Teams.png Title use

2. Use the Important button and only when it is really important, but do use it when it is so others can give this preference.

2018-02-22 09_57_45-z. TEST CHANNEL (TEAM IT Global) _ Microsoft Teams Important

3. Do not @[user] when it is not really needed. Similar to do not CC people in email if they are not really involved.

4. Properly use the reply button when replying and only start a new conversation when it is a new conversation, this keeps the posts much more structurized

2018-02-22 09_59_22-z. TEST CHANNEL (TEAM IT Global) _ Microsoft Teams Reply vs New

5. Use the like button in stead of adding new replies like “thanks!”.

2018-02-22 10_10_22-Microsoft Edge LIKE

6. Use the “Stop following” options for channels that are not interesting to you. This works also for auto posts created by apps.

2018-02-22 10_01_55-z. TEST CHANNEL (TEAM IT Global) _ Microsoft Teams stop following

7. Use the “save this message” option to easily find back your pending threats or reference texts.

2018-02-22 10_09_01-Microsoft Edge SAVE

8. Use the manual Read/Unread option to mark your posts in the activity feed for later followup.

2018-02-22 10_01_55-z. TEST CHANNEL (TEAM IT Global) _ Microsoft Teams mark unread

It is a lot about etiquette and thinking also about the people that you want to read your post.

Working quick is nice but lets make it quick for everybody!

 

Enjoy and lets get organized!