The Next Great Migration: Classic to Modern Marc D Anderson 10TH 10TH

The Next Great Migration: Classic to Modern Marc D Anderson 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Marc D Anderson Co-Founder and President of Sympraxis Consulting, located in the Boston suburb of Newton, MA, USA. Sympraxis focuses on enabling collaboration throughout the enterprise using the SharePoint application platform. Over 35 years of experience in technology professional services and software development. Over a wide-ranging career in consulting as well as line manager positions, Marc has proven himself as a problem solver and leader who can solve difficult technology problems for organizations across a wide variety of industries and organization sizes. Author of SPServices Awarded Microsoft MVP for SharePoint Server 2011-2020 New PnP repo: https://github.com/SharePoint/sp-usage-docs 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Session Overview As organizations have moved to Office 365, many - especially "legacy" SharePoint shops - have resisted the move to the "modern" UIs as much as possible. This is true for both end users and developers. We tend to stick with what we know, and historically the "modern" UIs may not have seemed compelling enough to make the switch. What this means is there is an impending "migration" on the horizon for many organizations which they may not realize is coming. While "classic" doesn't have a known retirement date, Microsoft's investments are in the "modern" UIs. As developers, what can we do to help facilitate organizational preparedness for this migration? This session will cover what it means to embrace the "modern" UIs and what you can do now to prepare. We'll cover such topics as: What still doesn't exist in "modern" and might keep you in "classic" for the time being (a moving target!) How to rethink your existing clientside solutions to be prepared for the SharePoint Framework (SPFx) How to add functionality into list views using column formatting Moving from "classic" team sites to "modern" team sites and what that means from a navigational and functional perspective 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

This Photo by Unknown Author is licensed under CC BY-SA 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Top 10 11 Reasons to use Modern SharePoint Sites are compelling Mobile friendly Faster, everywhere Backed by Groups Flexible organization List and Library improvements Expose new features New web parts More secure Future Investment Teams Adapted from What is Modern SharePoint and Why Should I care? by Bob German 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Chugging Along in SharePoint On Premises Intranet Home Departments Projects Offices Project A Project B Project C 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Migration to Office 365 Intranet Home Departments Projects Offices Project A Project B Project C 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

A Little More Spread Intranet Home Projects Project A Departments Project B Project M Offices 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

The Beginnings of Using Modern Team Sites Project A Intranet Home Departments Project B Projects Offices Project C Project D 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

A Few More Modern Sites, a Few More Classic Sites Projects Intranet Home Departments Project C Project D Project A New Department A Project B New Department B Project Z Offices 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Wait! We Can do Hub Sites! Projects Intranet Home Departments Project C Project D Projects Hub Site Departments Hub Site Project A New Department A Project B New Department B Project Z Offices 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

We're Often Left With a Real Mix Intranet Hub Site Projects Intranet Home Departments Project C Project D Projects Hub Site Departments Hub Site Project A New Department A Project B New Department B Project Z Offices 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

What are you worried about? Missing features, need to switch back and forth Multilingual Moving content - documents Content Types Permission management Page layouts (publishing) Governance Site sprawl Compatibility Archiving Web part availability Design difference between 2019 and SPO Gantt chart – project management Classic investment 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Like All Upgrades, Should Not Just Be Considered a Technical Upgrade Different kind of migration, less about technology and more about improving collaboration quality Improve and refine your Information Architecture Build something better 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

What Are (Were?) the Biggest Challenges? Search Site topology Information Architecture Document Sets Needing developers to do things Training that were previously available via settings Existing investments in classic tech Corresponding modern Web Parts missing Still need to switch back to classic to make some things 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO Change

10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Our Old Topology Ideas No Longer Work Site Collections are no longer collections of sites Hub Sites are like the new Site Collections Home Sites are the new landing pages Information Architecture we built in a deep Site Collections won't be available across Modern Team Sites So how do we think about this next big migration? 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Classic Site Topology Intranet We're used to thinking like this Projects Project A Departments Project B HR New Department B HR Team 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Modern Site Topology but modern SharePoint works like this. Root Site Intranet Hub Site Projects Hub Site Departments Hub Site Project A Project B HR New Department B HR Team 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Groupify Connects an existing classic Site Collection to an Office 365 Group What about nested subsites? Publishing sites? See: https://docs.microsoft.com/en-us/sharepoint/dev/features/groupify/groupify-overview https://techcommunity.microsoft.com/t5/SharePoint-Blog/Rolling-out-tenant-admin-tools-to-connect-existing-SharePoint/ba-p/188750 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Hubify We have to think about: Hierarchy reconfiguration Permissions on Hub Site links Implications for Information Architecture Cascading hubs (not available - yet!) See: Create a hub site in SharePoint Online https://docs.microsoft.com/en-us/sharepoint/create-hub-site 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

SharePoint Admin Center 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Navigation Easy options, but maybe not enough Manual navigation management SharePoint Home Page Hub Site navigation If needed, use SPFx to build custom navigation with extensions Navigation targeting coming 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Branding It's a tough discussion sometimes Settle on a theme rather than trying to be pixel perfect Apply different light branding (theme-based) to your Hub Sites so it can cascade to the associated modern sites 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Content Type Hub Unfortunately, the Content Type Hub doesn't give us all the tools we need Rationalize the scope of Content Type usage Upsize or downsize Site Collection to Content Type Hub Site Collection to Hub Site More important in the flat topology model 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Site Pages Your existing classic pages may not just convert to modern pages What does the page mean? What are the most useful parts of the page? What do people really use? There's not a one-to-one correlation between classic Web Parts and modern Web Parts Tooling is getting quite good, but still take the time to See: Transformrethink classic pages to modern client-side pages https://docs.microsoft.com/en-us/sharepoint/dev/transform/modernize-userinterface-site-pages 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

DEMO: Modernization Scanner 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Modernization Scanner 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Custom Forms InfoPath or JavaScript - Power Apps No automation from Microsoft, some third party – but should there be? Modernization scanner Change is hard: Time to rethink! 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Column Formatting Think of this as the new jsLink Tooling coming for the UI Recent improvements makes this more Excel-like Very powerful See: New Excel-like Format for Column Formatting 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO https://sympmarc.com/2018/08/21/new-excel-like-format-for-column-formatting/

View Formatting See: Use view formatting to customize SharePoint 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO https://docs.microsoft.com/en-us/sharepoint/dev/declarative-customization/view-formatting

Moving Content You'll need some great tools You'll use these tools on an ongoing basis Don't think of them as migration tools, think of them as "care and feeding" tools Oh, no! You're never going to be done 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

As Developers, We Must Know when to use out of the box functionality Embrace the modern toolchain SharePoint is no longer a .NET application JavaScript isn't evil Utilize and contribute to the different flavors of PnP Build as much as we can client side before this migration It doesn't have to be SPFx, but aim for it Even in SharePoint 2007 or 2010, you can start the journey Get closer to our user base PnP: https://docs.microsoft.com/en-us/sharepoint/dev/community/community 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Resources for Thought Great series at docs.microsoft.com: Modernize your classic SharePoint sites Bob German What is Modern SharePoint and Why Should I care? Mark Rackley - Is It Time to Give Up SharePoint Classic Sites? Stephanie Donahue Modernizing Your Approach to Site Architecture in SharePoint and Office 365 Joel Oleson 5 Simple Steps to Maximize SharePoint Usability – “Modernif y” Your Classic SharePoint Sites Susan Hanley – Communication 10TH SiteANNUAL Planning Guide CONFERENCE ABOUT 10TH ANNUAL CONFERENCE ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO

Thank you Sponsors #ThriveITconf Silver Evening event sponsor Material Media 10TH 10TH ANNUAL ANNUAL CONFERENCE CONFERENCE ABOUT ABOUT MODERN MODERN IT IT TECHNOLO TECHNOLO