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 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!

 

 

 

Migration to Office365

Hi, I am back with a short summary post on some thoughts regarding SharePoint migration from on-premise to Office365 (the cloud).

So here are some lessons and thoughts for you to consider:

You could make use of this moment and do a cleanup and do not just migrate everything.

Start fresh where possible with the new tools provided by Office 365 like modern site pages etc.
Then migrate only the data that is really still in use.
Keep the migration mostly to the data itself, less to the setup.

Avoid to much customization where possible with Office365.

In the cloud you best go much more with the flow of the Microsoft developments because you can not always choose for changes not to be applied and at some point they are pushed by Microsoft anyway.

Start with the basics like your intranet and hub pages, metadata and get your libraries and lists up and running again.

If you have complex workflows and InfoPath forms, reconsider them. Start with: the minimum we need is the maximum we get(start implementing). And work on from there in agile/scrum like sprints building with the new blocks provided by Office365.

The challenge in switching to Office365 is also in the user training.

Getting the users and yourself understand the dynamics of working in the Cloud, with constant changes, new features and access on all your devices is at least half of the success story.

Another challenge is Cloud performance.

You have to realize that with Office365 ALL YOUR DATA GOES OVER YOUR WEB ACCESS. This can really be an issue speaking from experience. Slow loading pages or lists is not uncommon and can make users irritated.

Also avoid putting to much time in creating your own manuals

Custom manuals  get outdated before you know it. Go with the training documentation/videos provided on the web by Microsoft and the wonderful bloggers out there. Focus on a way users can easily find/go to this available and constantly updated information.

 

Hope this helps you plan your migration, enjoy and success!

 

Collab365 Global Conference, the online place to be November 1st-2nd 2017

So you want to know more about the latest updates on Office 365 and SharePoint? No need to go out the door, join the Collab365 Global Conference on the 1st November 2017 for 24 hours of SharePoint, Azure, PowerApps, Flow, Teams and Office 365 content.

This is a great online platform to get informed and learn about the latest news, you only need to invest some of your time and schedule your online presence for this will be 24 hours of great and inspiring presentations.

“Collab365 – Microsoft Based Events”

Collab365 Global Conference Logo 2017

 

24hr Global Conference
Date : November 1st-2nd 2017

Register for Collab365 Global Conference on the 1st November 2017 for 24 hours of SharePoint, Azure, PowerApps, Flow, Teams and Office 365 content.

Everybody can join for free, beginner or expert, you all will find topics to your liking.

Enjoy and see you there online!

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