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P R E S E N T E D B Y G I N A M O N T G O M E R Y, V- T S P, M C S A , M C T S , C M P
J U N E 2 0 1 6
O F F I C E 3 6 5 G R O U P S & P L A N N E R
Agenda
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Admin Tips & Tricks
End User Demo
Introductions Trends
Office 365
Planner
O365 Groups
Introductions
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Download my slides at slideshare.com/ginamontgo
www.ginamontgomery.com
@ginaMMontgomery
gina.montgomery@softmart.com
b-gimon@microsoft.com
Gina Montgomery, V-TSP MCSA MCTS MCP
Softmart – Vice President, Corporate Strategy
Thank You EVENT Sponsors
We appreciated you supporting the
New York SharePoint Community!
• Diamond, Platinum, Gold, & Silver have tables
scattered throughout
• Please visit them and inquire about their products
& services
• To be eligible for prizes make sure to get your
bingo card stamped by ALL sponsors
• Raffle at the end of the day and you must be
present to win!
Conference Materials
• Slides / Demo will be posted on Lanyrd.com
• http://lanyrd.com/2016/spsnyc
• Photos posted to our Facebook page
• https://www.facebook.com/sharepointsaturdaynyc
• Tweet Us - @SPSNYC or #SPSNYC
• Sign Up for our NO SPAM mailing list for all conference
news & announcements
• http://goo.gl/7WzmPW
• Problems / Questions / Complaints / Suggestions
• Info@SPSNYMetro.com
Visit ExtaCloud’s booth for wrist bands!
Scallywag's Irish Pub
508 9th Ave, between 38th & 39th.
[6 minutes walk]
Scallywags also serves food.
http://www.scallywagsnyc.com/
Agenda
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Admin Tips & Tricks
End User Demo
Introductions Trends
Office 365
Planner
O365 Groups
8COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616
The Modern Workplace
Trends
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Modern Collaboration
Social
Reality of Dispersed Teams
The Mobile Experience
Intelligent Fabric
End User Experience / Need for Integration Trumps IT “Gatekeeper”
Agenda
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Admin Tips & Tricks
End User Demo
Introductions Trends
Office 365
Planner
O365 Groups
Groups Building Blocks
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Office 365 Groups is an architectural element of Azure Active Directory – not an Office 365 experience
Azure
Active Directory
http://bit.ly/1LhPb60
What Experiences Do You Get With O365 Groups?
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CONVERSATIONS FILES
CALENDAR PEOPLE PLAN
NOTEBOOK
http://bit.ly/1LhPb60
Agenda
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Admin Tips & Tricks
End User Demo
Introductions Trends
Office 365
Planner
O365 Groups
Agenda
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Admin Tips & Tricks
End User Demo
Introductions Trends
Office 365
Planner
O365 Groups
Creating Plans and Tracking Tasks with Office 365 Planner
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Put your plans in motion – build teams, share goals, and track progress
Planner Hub
• Favorite Plans
• Plan Roll-Up
• My Tasks Aggregation
• The Planner Board
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What’s in a plan?
As each plan is created, it is also set up as an Office 365 group and includes:
• A SharePoint Online document
library, set up with appropriate
permissions.
• A group mailbox for email
and conversations.
• A group calendar.
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Planner Board
• Organize and divvy up plan tasks
using the board.
• You can set start dates and due
dates, set progress status, and
assign people to tasks.
• You can also keep track of
working groups for virtual teams,
feature crews, ship goals, and
action items.
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Get Granular with Plans
• Determine goals and overall plan start and due date.
• Define and order tasks with start and due dates.
• Decide who should work on those tasks.
• Check the availability of those people for the tasks.
• Gather or create the documents you will need to share with your team.
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When you are done with a plan…
• When you delete a plan, you also delete its group and its conversations, its document
library, notebook, and other related information.
• If you really do want to delete your plan, consider creating an archive of your work by
copying the dashboard status and the text of conversations, and saving any related
documents – or whatever practices work best for you.
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Office 365 Planner
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End User Demo
Agenda
Admin Tips & Tricks
End User Demo
Introductions Trends
Office 365
Planner
O365 Groups
Power of the Shell http://bit.ly/25BhNiQ
• A group admin can also disable group creation by using Windows PowerShell to update the mailbox policy and remove
the ability to create groups. Because OWA policies are per user, you can even limit the ability to create groups for
some users and not others.
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Cmdlet name Description
Get-UnifiedGroup
Use this cmdlet to look up existing Office 365 groups, and to view properties of the group
object.
Set-UnifiedGroup Update the properties of a specific Office 365 group.
New-UnifiedGroup
Create a new Office 365 group. This cmdlet provides a minimal set of parameters, for
setting values for extended properties use Set-UnifiedGroup after creating the new group.
Remove-UnifiedGroup Delete an existing Office 365 group.
Get-UnifiedGroupLinks Retrieve membership and owner information for an Office 365 group.
Add-UnifiedGroupLinks Add members and owners to an existing Office 365 group.
Remove-UnifiedGroupLinks Remove owners and members from an existing Office 365 group.
Compliance and Protection
• eDiscovery and litigation hold—You can now perform an eDiscovery and litigation hold
on a group’s mailbox using Exchange Admin Center and on group files using the Office
365 Compliance Center.
• Auditing—The Azure Management Portal now exposes group management events
(creation, updates, membership changes, etc.) in the group audit report.
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Directory Management
• Naming policies for Office 365 Group
names and aliases—Group naming policies
allow users to self-organize, but enables
control over the way that these groups appear
in the corporate directory.
• Now a naming policy also applies to the email
alias created for groups.
• For example, if a group naming policy would
cause a group created with the name “(North
America) Marketing,” the group’s email
address would be
“northamericamarketing@contoso.com.” This
prevents groups from inadvertently taking
valuable email addresses.
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*New* Directory Management
• Dynamic membership—Administrators can
now create groups with rule-based
memberships using the Azure Management
Portal.
• Group membership is usually updated within
minutes as users’ properties change.
• This allows easy management of larger
groups or the creation of groups that always
reflect the organization’s structure.
• Note, enabling dynamic membership for
groups requires Azure AD Premium
licenses.
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Resources for O365 Groups
• Documentation “How-to”
• Office 365 Roadmap
• February 2016 Groups Update
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2016 Updates
• Group expiry—To support administrators’ desires to keep their directories clear of stale
or inactive content, we’re working on a policy that would expire inactive groups over a
definable period of time.
• Hidden membership—It will soon be possible to indicate that the group member list
should be hidden from non-members. This is especially useful in schools where class
rosters can’t be exposed to other students or faculty in the school.
• Mobile application management—To protect users’ data on the go, we’re working on
exposing the Outlook Groups apps in Microsoft Intune as policy managed apps.
• Usage guidelines—Over the next few months, you’ll be able to customize the usage
guidelines for Office 365 Groups to educate your users about best practices that help
keep their groups effective and their content safe.
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2016 Updates
• Dynamic membership (Preview)—You can now create groups with rule-based
memberships using the Azure Management Portal.
• File quota management—You now have the ability to set quotas on Groups’ underlying
SharePoint sites to help manage the consumption of shared storage of the Office 365
Groups’ files.
• Allow users to send email using the Office 365 group name—Members of an Office 365
Group can use Outlook or Outlook on the web to send and reply to email using the Office
365 group name.
• Multi-domain support for Office 365 Groups (rolling out)—You can specify the domain to
be used when people in your organization create Office 365 Groups.
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2016 Updates
Allow users to send as the Office 365 group—If you want to enable your group’s shared
mailbox to “Send As,” you can now use the PowerShell cmdlets to configure this. Once you
enable this setting, your Office 365 group users can use Outlook or Outlook on the web to
send and reply to email as the Office 365 group. Users can go to the group, create a new
email and change the “Send As” field to the group’s email address. See “Use PowerShell to
manage Office 365 Groups” for more information.
Configure Office 365 Groups with on-premises Exchange hybrid
If you've configured a hybrid deployment between your on-premises Exchange organization
and Office 365, you can now make groups created in Office 365 available to your on-
premises users.
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Improvements to Outlook 2016 / Groups
• Microsoft added a new Groups section
to the ribbon with easy entry points to
browse and join Office 365 Groups.
• Suggested Groups offer one-click
access to relevant Groups you might like
to join, personalized based on
information in the Office Graph.
• You can also create new Groups from
the ribbon.
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Discover Page (Currently in Preview)
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Mobile Apps for O365 Groups – http://groups.outlook.com
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http://bit.ly/1LhPb60
O365 Groups Insights in Delve
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Discover
groups
Learn more
via its profile
Stay on top of
key activities
http://bit.ly/1LhPb60
Roadmap
• http://fasttrack.microsoft.com/roadmap
COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 35
Thank You
COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 36
Download my slides at slideshare.com/ginamontgo
www.ginamontgomery.com
@ginaMMontgomery
gina.montgomery@softmart.com
b-gimon@microsoft.com
Gina Montgomery, V-TSP MCSA MCTS MCP
Softmart – Vice President, Corporate Strategy
SharePoint Saturday NYC 2016 - Office 365 Groups & Planner

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SharePoint Saturday NYC 2016 - Office 365 Groups & Planner

  • 1. P R E S E N T E D B Y G I N A M O N T G O M E R Y, V- T S P, M C S A , M C T S , C M P J U N E 2 0 1 6 O F F I C E 3 6 5 G R O U P S & P L A N N E R
  • 2. Agenda COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 2 Admin Tips & Tricks End User Demo Introductions Trends Office 365 Planner O365 Groups
  • 3. Introductions COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 3 Download my slides at slideshare.com/ginamontgo www.ginamontgomery.com @ginaMMontgomery gina.montgomery@softmart.com b-gimon@microsoft.com Gina Montgomery, V-TSP MCSA MCTS MCP Softmart – Vice President, Corporate Strategy
  • 4. Thank You EVENT Sponsors We appreciated you supporting the New York SharePoint Community! • Diamond, Platinum, Gold, & Silver have tables scattered throughout • Please visit them and inquire about their products & services • To be eligible for prizes make sure to get your bingo card stamped by ALL sponsors • Raffle at the end of the day and you must be present to win!
  • 5. Conference Materials • Slides / Demo will be posted on Lanyrd.com • http://lanyrd.com/2016/spsnyc • Photos posted to our Facebook page • https://www.facebook.com/sharepointsaturdaynyc • Tweet Us - @SPSNYC or #SPSNYC • Sign Up for our NO SPAM mailing list for all conference news & announcements • http://goo.gl/7WzmPW • Problems / Questions / Complaints / Suggestions • Info@SPSNYMetro.com
  • 6. Visit ExtaCloud’s booth for wrist bands! Scallywag's Irish Pub 508 9th Ave, between 38th & 39th. [6 minutes walk] Scallywags also serves food. http://www.scallywagsnyc.com/
  • 7. Agenda COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 7 Admin Tips & Tricks End User Demo Introductions Trends Office 365 Planner O365 Groups
  • 8. 8COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 The Modern Workplace
  • 9. Trends COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 9 Modern Collaboration Social Reality of Dispersed Teams The Mobile Experience Intelligent Fabric End User Experience / Need for Integration Trumps IT “Gatekeeper”
  • 10. Agenda COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 10 Admin Tips & Tricks End User Demo Introductions Trends Office 365 Planner O365 Groups
  • 11. Groups Building Blocks COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 11 Office 365 Groups is an architectural element of Azure Active Directory – not an Office 365 experience Azure Active Directory http://bit.ly/1LhPb60
  • 12. What Experiences Do You Get With O365 Groups? COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 12 CONVERSATIONS FILES CALENDAR PEOPLE PLAN NOTEBOOK http://bit.ly/1LhPb60
  • 13. Agenda COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 13 Admin Tips & Tricks End User Demo Introductions Trends Office 365 Planner O365 Groups
  • 14. Agenda COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 14 Admin Tips & Tricks End User Demo Introductions Trends Office 365 Planner O365 Groups
  • 15. Creating Plans and Tracking Tasks with Office 365 Planner COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 15 Put your plans in motion – build teams, share goals, and track progress
  • 16. Planner Hub • Favorite Plans • Plan Roll-Up • My Tasks Aggregation • The Planner Board COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 16
  • 17. What’s in a plan? As each plan is created, it is also set up as an Office 365 group and includes: • A SharePoint Online document library, set up with appropriate permissions. • A group mailbox for email and conversations. • A group calendar. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 17
  • 18. Planner Board • Organize and divvy up plan tasks using the board. • You can set start dates and due dates, set progress status, and assign people to tasks. • You can also keep track of working groups for virtual teams, feature crews, ship goals, and action items. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 18
  • 19. Get Granular with Plans • Determine goals and overall plan start and due date. • Define and order tasks with start and due dates. • Decide who should work on those tasks. • Check the availability of those people for the tasks. • Gather or create the documents you will need to share with your team. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 19
  • 20. When you are done with a plan… • When you delete a plan, you also delete its group and its conversations, its document library, notebook, and other related information. • If you really do want to delete your plan, consider creating an archive of your work by copying the dashboard status and the text of conversations, and saving any related documents – or whatever practices work best for you. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 20
  • 21. Office 365 Planner COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 21 End User Demo
  • 22. Agenda Admin Tips & Tricks End User Demo Introductions Trends Office 365 Planner O365 Groups
  • 23. Power of the Shell http://bit.ly/25BhNiQ • A group admin can also disable group creation by using Windows PowerShell to update the mailbox policy and remove the ability to create groups. Because OWA policies are per user, you can even limit the ability to create groups for some users and not others. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 23 Cmdlet name Description Get-UnifiedGroup Use this cmdlet to look up existing Office 365 groups, and to view properties of the group object. Set-UnifiedGroup Update the properties of a specific Office 365 group. New-UnifiedGroup Create a new Office 365 group. This cmdlet provides a minimal set of parameters, for setting values for extended properties use Set-UnifiedGroup after creating the new group. Remove-UnifiedGroup Delete an existing Office 365 group. Get-UnifiedGroupLinks Retrieve membership and owner information for an Office 365 group. Add-UnifiedGroupLinks Add members and owners to an existing Office 365 group. Remove-UnifiedGroupLinks Remove owners and members from an existing Office 365 group.
  • 24. Compliance and Protection • eDiscovery and litigation hold—You can now perform an eDiscovery and litigation hold on a group’s mailbox using Exchange Admin Center and on group files using the Office 365 Compliance Center. • Auditing—The Azure Management Portal now exposes group management events (creation, updates, membership changes, etc.) in the group audit report. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 24
  • 25. Directory Management • Naming policies for Office 365 Group names and aliases—Group naming policies allow users to self-organize, but enables control over the way that these groups appear in the corporate directory. • Now a naming policy also applies to the email alias created for groups. • For example, if a group naming policy would cause a group created with the name “(North America) Marketing,” the group’s email address would be “northamericamarketing@contoso.com.” This prevents groups from inadvertently taking valuable email addresses. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 25
  • 26. *New* Directory Management • Dynamic membership—Administrators can now create groups with rule-based memberships using the Azure Management Portal. • Group membership is usually updated within minutes as users’ properties change. • This allows easy management of larger groups or the creation of groups that always reflect the organization’s structure. • Note, enabling dynamic membership for groups requires Azure AD Premium licenses. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 26
  • 27. Resources for O365 Groups • Documentation “How-to” • Office 365 Roadmap • February 2016 Groups Update COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 27
  • 28. 2016 Updates • Group expiry—To support administrators’ desires to keep their directories clear of stale or inactive content, we’re working on a policy that would expire inactive groups over a definable period of time. • Hidden membership—It will soon be possible to indicate that the group member list should be hidden from non-members. This is especially useful in schools where class rosters can’t be exposed to other students or faculty in the school. • Mobile application management—To protect users’ data on the go, we’re working on exposing the Outlook Groups apps in Microsoft Intune as policy managed apps. • Usage guidelines—Over the next few months, you’ll be able to customize the usage guidelines for Office 365 Groups to educate your users about best practices that help keep their groups effective and their content safe. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 28
  • 29. 2016 Updates • Dynamic membership (Preview)—You can now create groups with rule-based memberships using the Azure Management Portal. • File quota management—You now have the ability to set quotas on Groups’ underlying SharePoint sites to help manage the consumption of shared storage of the Office 365 Groups’ files. • Allow users to send email using the Office 365 group name—Members of an Office 365 Group can use Outlook or Outlook on the web to send and reply to email using the Office 365 group name. • Multi-domain support for Office 365 Groups (rolling out)—You can specify the domain to be used when people in your organization create Office 365 Groups. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 29
  • 30. 2016 Updates Allow users to send as the Office 365 group—If you want to enable your group’s shared mailbox to “Send As,” you can now use the PowerShell cmdlets to configure this. Once you enable this setting, your Office 365 group users can use Outlook or Outlook on the web to send and reply to email as the Office 365 group. Users can go to the group, create a new email and change the “Send As” field to the group’s email address. See “Use PowerShell to manage Office 365 Groups” for more information. Configure Office 365 Groups with on-premises Exchange hybrid If you've configured a hybrid deployment between your on-premises Exchange organization and Office 365, you can now make groups created in Office 365 available to your on- premises users. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 30
  • 31. Improvements to Outlook 2016 / Groups • Microsoft added a new Groups section to the ribbon with easy entry points to browse and join Office 365 Groups. • Suggested Groups offer one-click access to relevant Groups you might like to join, personalized based on information in the Office Graph. • You can also create new Groups from the ribbon. COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 31
  • 32. Discover Page (Currently in Preview) COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 32
  • 33. Mobile Apps for O365 Groups – http://groups.outlook.com COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 33 http://bit.ly/1LhPb60
  • 34. O365 Groups Insights in Delve COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 34 Discover groups Learn more via its profile Stay on top of key activities http://bit.ly/1LhPb60
  • 36. Thank You COMPANY CONFIDENTIAL—SUBJECT TO NDA C000000-0616 36 Download my slides at slideshare.com/ginamontgo www.ginamontgomery.com @ginaMMontgomery gina.montgomery@softmart.com b-gimon@microsoft.com Gina Montgomery, V-TSP MCSA MCTS MCP Softmart – Vice President, Corporate Strategy