Managing SharePoint legacy

SharePoint is over 20 years old and so it's not surprising that various legacy elements continue to float about or get created, even in SharePoint Online. Legacy elements in SharePoint can be both a blessing and a curse. The blessing is that some core elements haven't changed (or changed much) in a very long time …

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Sharing SharePoint sites

Modern SharePoint sites include the option to 'Share site' or 'Share site only' (for sites linked with Microsoft 365 Groups). This option is found under 'Site Permissions'. Left - Non-Group based site / Right - Group based site When the option to share site is selected, a note states the following: 'Add users, Microsoft 365 …

Observations on ‘Move To’ in SharePoint Online

The following are observations from using the 'Move To' function in a SharePoint Online library to move close to 18,500 files and folders over a weekend, from a 'classic' SharePoint subsite in a SharePoint Online site to a new and 'free standing' site in the same tenant. The moving was completed over a weekend to …

What happens when files are moved in SharePoint?

Every SharePoint document library, including the Teams 'Files' tab, includes the ability to move or copy files somewhere else in the tenant. For some unknown reason, the arrow in the SharePoint library points to the right but in Teams it points to the left, and in Teams the 'to' is missing. What actually happens when …

Understanding why SharePoint viewers vanish when documents are moved

Recordkeeping requires the capture and retention of event or process metadata about records; that is, data about who did what and when. This information is usually captured in audit logs or trails. In legacy EDRM systems, event metadata was captured with all other metadata about the record in the system's database; the actual digital object …

Sensitivity labels in Microsoft 365

Sensitivity labels are one element in a range of tools that can be deployed in Microsoft 365 to protect information, as shown in the diagram below. Image source: Microsoft page 'What is Azure Information Protection' If you are new to information protection, it is important to understand that Azure Information Protection (AIP) is not the …

Audit trails for records in SharePoint Online

As evidence of business activities, records should be authoritative. According to ISO 15489:2016, the characteristics that define authoritative records are authenticity, reliability, integrity and usability. These characteristics may be met by either: Securing or locking a record to prevent unauthorised changes ('declaring a record'). Recording the details of any events - the 'event history' - …

Where are the records in Microsoft 365?

One of the consequences of the (relatively sudden) requirement to work from home from early 2020, was that Microsoft 365 - primarily Outlook and Teams (with 'Files' or SharePoint and OneDrive for Business behind the scenes) - became the de facto system to create and capture 'unstructured' records. Unlike centralised electronic document and records management …

Factors that can affect search outcomes in SharePoint

Searches from the search bar on a SharePoint Online site can sometimes return unexpected results. My previous post titled 'How the search scope returns search results in SharePoint' explored how the search scope setting can influence results. Searches in SharePoint Online (from sites, hub sites, the end-user SharePoint portal or via Teams) generally produce good results …

How the search scope returns search results in SharePoint

In April 2019, Kerem Yuceturk posted an article on the Tech Community site titled 'Configure modern search results to search all of your organization (rather than the current site'. He stated that '... there is a desire for being able to change the behavior to always search over the whole organization, or across the hub …