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23 posts: “Permissions”

Managing SharePoint permissions in Excel: the
Diagram: worksheet with libraries and folders in rows, roles in columns and the cell values R, W and D, next to it the pane for applying changes
Projects

Managing SharePoint permissions in Excel: the permission matrix of a project workspace

Read, change and apply the permission matrix of a project workspace in Excel: libraries in rows, roles in columns, a log entry per change.

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Smarter Tombola 1.2: setup assistant, emails via
Smarter Tombola on a SharePoint page
Intranet

Smarter Tombola 1.2: setup assistant, emails via Microsoft 365 and a fair prize draw

Version 1.2: a setup assistant, settings in the admin bar, emails via Microsoft Graph, a prize draw across all tickets, French and Italian.

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Project phases in SharePoint: from quotation to project
Four project phases as a chain: quotation, order, warranty and archive, with the state of the project workspace for each phase
Projects

Project phases in SharePoint: from quotation to project closure

How a project workspace follows the phases of a project: from quotation through order and warranty to the clean-up after closure.

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Drawing management in SharePoint: drawing code, index
Diagram: a file name is broken down into project, trade, drawing type, number, index and status, with the versions of a drawing with index A to C below
Projects

Drawing management in SharePoint: drawing code, index and versions

Managing drawings in SharePoint via a drawing code in the file name: metadata from the name, every index a version and where the limits lie.

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SharePoint OCR: making scanned PDFs searchable
Diagram: a scanned PDF without a text layer becomes searchable through OCR, a set of minutes receives filing level and phase, an email its header data as metadata
Documents

SharePoint OCR: making scanned PDFs searchable

SharePoint search does not find scanned PDFs without a text layer. How OCR processing on upload is set up and what to bear in mind in operation.

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Project data from ERP and SAP in SharePoint: four
Diagram: project workspace in the centre, connected to ERP and CRM, SAP, controlling, site apps, BIM repository and signature service
Projects

Project data from ERP and SAP in SharePoint: four patterns

How SharePoint project workspaces are connected to ERP, CRM, SAP and site apps: four patterns from practice and what keeps them stable in operation.

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Office2SharePoint becomes Smarter O2S – now in
Smarter O2S suggests a SharePoint filing destination for the selected email directly in Outlook
Company

Office2SharePoint becomes Smarter O2S – now in Microsoft Marketplace

File emails in SharePoint, complete metadata and find documents directly in Outlook: the new Smarter O2S is available in Microsoft Marketplace.

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SharePoint permission concept for projects: roles, not
Permission matrix: six libraries in the rows, five roles in the columns, with write, read or no access in each cell
Projects

SharePoint permission concept for projects: roles, not names

Three role models for project workspaces in SharePoint, from five roles to 26 groups per project, and the rules that keep permissions manageable.

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Teams template with Planner: project teams with
Diagram: on the left a template plan with three buckets and six tasks, on the right a project’s team with the copy of the plan in the Planner tab
Projects

Teams template with Planner: project teams with standard tasks

Teams templates create channels and apps, but no Planner tasks. How a template plan is copied automatically when the project team is created.

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Folder structure for projects in SharePoint: template,
Diagram: on the left the template with six numbered areas and subfolders, on the right three projects with the same structure
Projects

Folder structure for projects in SharePoint: template, not copy

Three real-world filing structures, from the reference structure to a filing plan with over 90 libraries, and the rules for building them in SharePoint.

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Provisioning SharePoint project workspaces
Diagram: project workspace with filing and roles, next to it the completion of automatic provisioning with five completed steps
Projects

Provisioning SharePoint project workspaces automatically: where templates end

What Teams templates and site templates do for project workspaces, where they end and how provisioning with a project list, status and restart is built.

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Provisioning at enterprise scale: PnP templates,
Development

Provisioning at enterprise scale: PnP templates, throttling and race conditions across thousands of libraries

Provision SharePoint at enterprise scale with PnP: handle 429 throttling, idempotency, and ETag-based race-condition protection.

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