Category Archives: SharePoint Online; Office 365; SharePoint

New Highly Customisable SharePoint CRM Template Available

A CRM/Project Management Site Template for SharePoint 2010 Enterprise or SharePoint Online tenants.
This extensive solution offers the following features:

  • User Friendly – Due to a custom User Interface & Pre-Populated InfoPath forms where possible
  • Contacts Management
  • Project Management – Associated sub tasks, documents & sales
  • Products & Services Catalog
  • Sales Register & Invoice Generation
  • Client Enquiry – Showing any items related to a client
  • Reporting
  • Integrated User Guide

To give you an idea of how SharePoint CRM looks, below is a selection of screenshots:

Home Screen

The buttons displayed are defined by a list within SharePoint CRM so can easily be modified.

Contacts

Project Management

Sales Register

Being SharePoint all aspects of the SharePoint CRM Template can be customised to meet your organisations needs:

For example, to customise the home page :

Customising your homepage

Rather than the buttons on the homepage being hardcoded, they are defined by a list within the CRM site. This means you can easily add/remove/edit buttons using just your web browser, here’s how to do so:

  1. From the Site Actions, choose View All Site Content
  2. Open the PortalMenu list

Items can then be edited in the same way as any other SharePoint 2010 list, below is a description of options available:

  • Section – Defines which section the button will be shown in on your homepage
  • Order – Defines the order of the buttons within a section
  • Button Name – The text that will be displayed within the button
  • Link – The URL that users will be taken to when the button is clicked
  • Hover – The text shown when a user hovers over a button
  • Dialog – Specifies whether the page that the button links to will open in a popup dialog box
  • New Project Form – If this option is checked the Link field will be ignored an the button will open the new project form.

Adding new Sections

New sections can be added to the homepage, but will required the use of SharePoint Designer to do so:

  1. Open the PortalMenu list as described above, the go to the List Settings page
  2. Edit the Section column, then add the name of your new section as a choice
  3. Create a new list item with your new choice set within the Section field
  4. Navigate to your homepage, and set the page to edit mode
  5. Export any sections web part, then import the web part and add it to any zone
  6. Using SharePoint Designer open the homepage (SitePages\default.aspx)
  7. Select the new web part, the update the filter to match the new choice you added to the section column

This template and other SharePoint Web Parts, Apps, Custom SharePoint Templates, Tools for SharePoint, Azure and Office365 is available by contacting me through my website at http://sharepointsamurai,wordpress.com/ 

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SharePoint Online: Software Boundaries, Limits and Planning Guide

This article describes some important limitations that you might need to know for different SharePoint Online plans in Office 365.
For example, it provides information about number of supported users, storage quotas, and file-size limits. This article covers a range of plans:
SharePoint Online in Office 365 Small Business and in Office 365 Enterprise, plus standalone plans.
The limits that are listed are for paid subscriptions. You might see different limits for trial plans andSharePoint Online preview sites. 

Note    In Office 365 plans, software boundaries and limits for SharePoint Online are managed separately from mailbox storage limits. Mailbox storage limits are set up and managed by using Exchange Online. For more information about how Exchange manages mailbox limits, see Mailbox types and storage limits for Recipients.

In this article

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SharePoint Online Feature availability

Need help determining which SharePoint solution best fits your organization’s needs?

The various Office 365 plans include different SharePoint Online offerings. These include:

  • SharePoint Online for Office 365 Small Business
  • SharePoint Online for Office 365 Midsize Business
  • SharePoint Online for Office 365 Enterprise, Education, and Government

You can choose the plan that best fits your organization’s needs. Each person who accesses the SharePoint Online service must be assigned to a subscription plan. SharePoint Online can be included in a Microsoft Office 365 plan, or it can be purchased as a standalone plan, such as SharePoint Enterprise Plan 1 or SharePoint Enterprise Plan 2.

Limits in SharePoint Online in Office 365 plans

In this section:

Limits for SharePoint Online for Office 365 Small Business

SharePoint Online Small Business and SharePoint Online Small Business Premium have common boundaries and limits. The following table describes those limits.

Feature Description
Storage per user (contributes to total storage base of tenant) 500 megabytes (MB) per subscribed user.
Site collection quota limit Up to 1 TB per site collection. (25 GB for a trial).

5,000 items in site libraries, including files and folders.

The minimum storage allocation per site collection is 100 MB.

Site collections (#) per tenant 1 site collection per tenant.
Subsites Up to 2,000 subsites per site collection
Total available tenant storage 10 GB + 500 MB per user.

For example, if you have 10 users, the base storage allocation is 15 GB (10 GB + 500 MB * 10 users).

You can purchase additional storage up to a maximum of 1TB.

Personal site storage 1 TB per user, as soon as provisioned.

This amount is counted separately, and does not add to or subtract from the overall storage allocation for a tenant. Personal site storage applies to a user’s OneDrive for Business library and personal newsfeed. For more information, see Additional information about OneDrive for Business limits.

Public Website storage default 5 GB

A SharePoint admin can allocate up to 1 TB (the limit for a site collection).

File upload limit 2 GB per file.
File attachment size limit 250 MB
Sync limits 20,000 items in the OneDrive for Business library, including files and folders.

5,000 items in site libraries, including files and folders.

Number of users 1 – 25 users
Number of external users invitees There is no limit to number of external users you can invite to your SharePoint Online site Collections. For more information, see Manage external sharing for your SharePoint Online environment

When reviewing the information on the previous table, remember that the base storage limits for Office 365 for Small Business (10 GB + 500 MB per subscribed user) will affect some of these values. For example, although SharePoint Online for Small Business imposes a limit of 1 TB per site collection, your particular tenant might not have enough storage available to contain a site collection of 1 TB.

 

 Important    It’s a good idea to monitor the Recycle Bin and empty it regularly. Content in the Recycle Bin is counted against the storage quota for a tenant. For example, if the Recycle Bin on a site contains 5 GB of content, that 5 GB is subtracted from the available storage.

 

Limits for SharePoint Online for Office 365 Midsize Business

The following table shows the software boundaries and limits for the SharePoint Online Midsize Business plan.

Feature Description
Storage per user (contributes to total storage base of tenant) 500 megabytes (MB) per subscribed user.
Storage base per tenant 10 GB + 500 MB per subscribed user.

For example, if you have 250 users, the base storage allocation is 135 GB (10 GB + 500 MB * 250 users).

You can purchase additional storage up to a maximum of 20 TB.

Additional storage at a cost per GB per month. To buy storage, see Change storage space for your subscription.

 Important    You can’t buy additional storage for a trial subscription.

Site collection quota limit Up to 1 TB per site collection. (25 GB for a trial).

5,000 items in site libraries, including files and folders.

SharePoint admins can set storage limits for site collections and sites. The minimum storage allocation per site collection is 100 MB.

Site collections (#) per tenant 20 site collections (other than personal sites).
Subsites Up to 2,000 subsites per site collection.
Personal site storage 1TB per user, as soon as provisioned.

Personal site storage applies to a user’s OneDrive for Business library and personal newsfeed. This amount is counted separately, and does not add to or subtract the overall storage allocation for a tenant. For more information about OneDrive for Business, see Additional information about OneDrive for Business limits later in this article.

Public Website storage default 5 GB

A SharePoint admin can allocate up to 1 TB (the limit for a site collection).

File upload limit 2 GB per file.
File attachment size limit 250 MB
Sync limits 20,000 items in the OneDrive for Business library, including files and folders.

5,000 items in site libraries, including files and folders.

Number of users 1 – 250 users
Number of external user invitees There is no limit to number of external users you can invite to your SharePoint Online site Collections. For more information see, Manage external sharing for your SharePoint Online environment

When reviewing the information on the previous table, remember that the base storage limits for Office 365 for Midsize Business (10 GB + 500 MB per subscribed user) will affect some of these values. For example, although SharePoint Online for Midsize Business imposes a limit of 1 TB per site collection and a limit of 20 site collections, your particular tenant might not have enough storage available to contain 20 site collections of 1 TB each.

 Important    It’s a good idea to monitor the Recycle Bin and empty it regularly. Content in the Recycle Bin is counted against the storage quota for a tenant. For example, if the Recycle Bin on a site contains 25 GB of content, that 25 GB is subtracted from the available storage.

 

 

Limits for SharePoint Online for Office 365 Enterprise, Education, and Government

One or more Office 365 subscriptions plans can be included as part of your subscription. This is true for the following plan offerings:

  • Microsoft Office 365 Enterprise subscriptions (E1 – E4)
  • Microsoft Office 365 Government subscriptions (G1 – G4)
  • Microsoft Office 365 Education subscriptions (A2 – A4)
  • Microsoft Office 365 Kiosk subscriptions (K1-K2)
  • SharePoint Online stand-alone subscription plans (Plan 1 and Plan 2).

 

These plans have common boundaries and limits. The following table describes those limits.

 

 

Feature Office 365 Enterprise plans (including E1 – E4, A2-A4, G1-G4, and SharePoint Online Plan 1 and Plan 2) Office 365 Kiosk plans (Enterprise and Government K1 – K2)
Storage per user (contributes to total storage base of tenant) 500 megabytes (MB) per subscribed user. Zero (0).

Licensed Kiosk Workers do not add to the tenant storage base.

Additional storage (per GB per month); no minimum purchase To buy storage, see Change storage space for your subscription.

 Important    You can’t buy additional storage for a trial subscription.

To buy storage, see Change storage space for your subscription.

 Important    You can’t buy additional storage for a trial subscription.

Storage base per tenant 10 GB + 500 MB per subscribed user + additional storage purchased.

For example, if you have 10,000 users, the base storage allocation is approximately 5 TB (10 GB + 500 MB * 10,000 users).

You can purchase an unlimited amount of additional storage.

 Important    If you have a Government Community Cloud plan, you can purchase additional storage up to 25 TB.

10 GB + additional storage purchased.

You can purchase an unlimited amount of additional storage.

 Important    If you have a Government Community Cloud plan, you can purchase additional storage up to 25 TB.

Site collection storage limit Up to 1 TB per site collection. (25 GB for trial).

SharePoint admins can set storage limits for site collections and sites. The minimum storage allocation per site collection is 100 MB.

5,000 items in site libraries, including files and folders.

 Important    If you have a Government Community Cloud plan, the limit is 100 GB.

Up to 1 TB per site collection. (25 GB for a trial). SharePoint admins can set storage limits for site collections and sites. The minimum storage allocation per site collection is 100 MB.

 Important    If you have a Government Community Cloud plan, the limit is 100 GB.

Kiosk workers (plans K1-K2) cannot administer SharePoint site collections. You will need a license for at least one Enterprise plan user to manage Kiosk site collections.

Site collections (#) per tenant 500,000 site collections (other than personal sites). 500,000 site collections.
Subsites Up to 2,000 subsites per site collection Up to 2,000 subsites per site collection
Personal site storage 1 TB per user (100 GB for government plans), as soon as provisioned.

Personal site storage applies to a user’s OneDrive for Business library and personal newsfeed. This amount is counted separately, and does not add to or subtract the overall storage allocation for a tenant.

For more information about OneDrive for Business, see Additional information about OneDrive for Business limits later in this article.

Not available.
Public Website storage default 5 GB

A SharePoint admin can allocate up to 1 TB (the limit for a site collection).

5 GB

A SharePoint admin can allocate up to 1 TB (the limit for a site collection).

Kiosk workers (plans K1-K2) cannot administer Sharepoint site collections. You will need a license for at least one Enterprise plan user to manage Kiosk site collections.

File upload limit 2 GB per file. 2 GB per file.
File attachment size limit 250 MB 250 MB
Sync limits 20,000 items in the OneDrive for Business library, including files and folders.

5,000 items in site libraries, including files and folders.

20,000 items in the OneDrive for Business library, including files and folders.

5,000 items in site libraries, including files and folders.

Maximum number of users per tenant 1 – 500,000+

 Note    If you have more than 500,000 users, please contact the Microsoft representative to discuss detailed requirements.

1 – 500,000+

 Note    If you have more than 500,000 users, please contact the Microsoft representative to discuss detailed requirements.

Number of external user invitees There is no limit to number of external users you can invite to your SharePoint Online site Collections. For more information, see Manage external sharing for your SharePoint Online environment There is no limit to number of external users you can invite to your SharePoint Online site Collections. For more information, see Manage external sharing for your SharePoint Online environment

When reviewing the information on the previous table, remember that the base storage limits for Office 365 for Enterprises (10 GB + 500 MB per subscribed user) will affect some of these values. For example, although SharePoint Online for Enterprise plans imposes a limit of 1 TB per site collection and a limit of 500,000 site collections, your particular tenant might not have enough storage available to contain 500,000 site collections of 1 TB each.

 Important    It’s a good idea to monitor the Recycle Bin and empty it regularly. Content in the Recycle Bin is counted against the storage quota for a tenant. For example, if the Recycle Bin on a site contains 25 GB of content, that 25 GB is subtracted from the available storage.

 

 

Limits for site elements in SharePoint Online

There are also limits for site elements of a SharePoint Online site. Here are some examples:

  • List and Library limits    Different types of columns have different limitations. For example, you can have up to 276 columns in a list for columns that contain a single line of text.
  • Page limits    You can add up to 25 Web Parts to a single wiki or web page.
  • Security limits    Different security features have different limits. For example, a single user can belong to no more than 5,000 security groups.

 

The specific elements for the previous site elements are too numerous to list here, but you can learn more about them in the TechNet article Software Boundaries and Limits for SharePoint 2013. In this linked article, only the sections on List and Library Limits, Page Limits, and Security Limits apply to SharePoint Onl

 

Additional information about OneDrive for Business limits

Each user in SharePoint Online for Office 365 gets an individual storage allocation of 1 TB for personal site content (100 GB for government plans). Personal sites include the user’s OneDrive for Business library, a Recycle Bin, and personal newsfeed information.

All SharePoint Online in Office 365 plans include the same storage allocation for individual personal sites. This storage allocation is separate from the tenant allocation.

For more information about how users can manage their individual OneDrive for Business allocation, see OneDrive for Business library limits.

 

 

Additional Resources

 

For information about this: Go here:
Office 365 connectivity limits To learn more about Internet bandwidth, port and protocol considerations for Office 365 plans, see Office 365 Ports and Protocols.
SharePoint feature availability To learn more about SharePoint feature availability and the SharePoint Online service in Office 365, see SharePoint Online Service Descriptions.
SharePoint Online search limits To learn more about the search limits for SharePoint Online, see Search limits for SharePoint Online.
Mobile devices To learn more about opening a SharePoint Online site from a mobile device, see Use a mobile device to work with SharePoint Online sites.
File types To learn about file types that you can’t add to a list, see Types of files that cannot be added to a list or library.
Online URLs To learn about SharePoint Online addresses, see SharePoint Online URLs and IP Addresses.
Site languages To learn how to set language for your sites, see Change your language and region settings.
Planning and deploying SharePoint Online
Change storage space

 Important    You can’t buy additional storage for a trial subscription.

How To : Use the Office 365 API Client Libraries (Javascript and .Net)

blog-office365

One of the cool things with today’s Office 365 API Tooling update is that you can now access the Office 365 APIs using libraries available for .NET and JavaScript.

 

\\8These libraries make it easier to interact with the REST APIs from the device or platform of your choice. And when I say platform of your choice, it really is! Office 365 API and the client libraries support the following project types in Visual Studio today:https://sharepointsamurai.wordpress.com/wp-admin/post.php?post=1625&action=edit&message=10

  1. NET Windows Store Apps
  2. .NET Windows Store Universal Apps
  3. Windows Forms Applications
  4. WPF Applications
  5. ASP.NET MVC Web Applications
  6. ASP.NET Web Forms Applications
  7. Xamarin Android and iOS Applications
  8. Multi-device Hybrid Apps

p.s: support for more projects coming on the way….

Few Things Before We Get Started

  • The authentication library is released as “alpha”.
    • If you don’t see something you want or if you think we missed addressing some scenarios/capabilities, let us know!
    • In this initial release of the authentication library, we focused on simplifying the getting started experience, especially for Office 365 services and not so much on the interoperability across other services (that support OAuth) but that’s something we can start looking for next updates to make it more generic.
  • The library is not meant to replace Active Directory Authentication Library (ADAL) but it is a wrapper over it (where it exists) which gives you a focused getting started experience.
    • However, If you want to opt out and go “DIY”, you still can.

Setting Up Authentication

The first step to accessing Office 365 APIs via the client library is to get authenticated with Office 365.

Once you configure the required Office 365 service and its permissions, the tool will add the required client libraries for authentication and the service into your project.

Lets quickly look at what authenticating your client looks like.

Getting Authenticated

Office 365 APIs use OAuth Common Consent Framework for authentication and authorization.

Below is the code to authenticate your .NET application:

Authenticator authenticator = new Authenticator();

AuthenticationInfo authInfo =
await authenticator.AuthenticateAsync(ExchangeResourceId);

Below is the JS code snippet used for authentication in Cordova projects:

var authContext = new O365Auth.Context();
authContext.getIdToken('https://outlook.office365.com/')
.then((function (token) {
    var client = new Exchange.Client('https://outlook.office365.com/ews/odata', 
                         token.getAccessTokenFn('https://outlook.office365.com'));
    client.me.calendar.events.getEvents().fetch()
        .then(function (events) {
            // get currentPage of events and logout
            var myevents = events.currentPage;
            authContext.logOut();
        }, function (reason) {
            // handle error
        });
}).bind(this), function (reason) {
    // handle error
});

Authenticator Class

The Authenticator class initializes the key stuff required for authentication:

1) Office 365 app client Id

2) Redirect URI

3) Authentication URI

You can find these settings in:

– For Web Applications – web.config

– For Windows Store Apps – App.xaml

– For Desktop Applications (Windows Forms & WPF) – AssemblyInfo.cs/.vb

– For Xamarin Applications – AssemblyInfo.cs

If you would like to provide these values at runtime and not from the config files, you can do so by using the alternate constructor:

image

To authenticate, you call the AuthenticateAsync method by passing the service’s resource Id:

AuthenticationInfo authInfo = await authenticator.AuthenticateAsync(ExchangeResourceId);

If you are using the discovery service, you can specify the capability instead of the resource Id:

AuthenticationInfo authInfo =
await authenticator.AuthenticateAsync("Mail", ServiceIdentifierKind.Capability);

The string to use for other services if you use discovery service: Calendar, Contacts and MyFiles

NOTE:

– For now, if you want to use the discovery service, you will also need to configure a SharePoint resource, either Sites or My Files. This is because the discovery service currently uses SharePoint resource Id.

– Active Directory Graph & Sites do not support discovery service yet

Depending on your client, the AuthenticateAsync will open the appropriate window for you to authenticate:

– For web applications, you will be redirected to login page to authenticate

– For Windows Store Apps, you will get dialog box to authenticate

– For desktop apps, you will get a dialog window to authenticate

image

AuthenticatorInfo Class

Once successfully authenticated, the method returns an AuthenticatorInfo object which helps you to get the required access token:

ExchangeClient client =
new ExchangeClient(new Uri(ExchangeServiceRoot), authInfo.GetAccessToken);

And also help you re-authenticate for a different resource when you create the service client.

AuthenticationInfo graphAuthInfo =
    await authInfo.ReauthenticateAsync("https://graph.windows.net/");

The library automatically handles token lifetime management by monitoring the expiration time of the access token and performing a refresh automatically.

Thats it! – Now you can make subsequent calls to the service to return the items you want!

Authentication Library

For .NET projects:

The library is available as a Nuget package. So, if you want to add it manually to your project without the tool, you could do so. However, you will have to manually register an app in the Azure Active Directory to authenticate against AAD.

Microsoft Office 365 Authentication Library for ASP.NET

Microsoft Office 365 Authentication Library for .NET (Android and iOS)

Microsoft Office 365 Authentication Library for ASP.NET

For Cordova projects:

You will need to use the Office 365 API tool which generates the aadgraph.js under the Scripts folder that handles authentication.

How To : Use a Site mailbox to collaborate with your team

Share documents with others

Image

Every team has documents of some kind that need to be stored somewhere, and usually need to be shared with others. If you store your team’s documents on your SharePoint site, you can easily leverage the Site Mailbox app to share those documents with those who have site access.

 Important    When users view a site mailbox in Outlook, they will see a list of all the documents in that site’s document libraries. Site mailboxes present the same list of documents to all users, so some users may see documents they do not have access to open.

If you’re using Exchange, your documents will also appear in a folder in Outlook, making it even easier to forward documents to others.

Forwarding a document from the site mailbox

Organizations, and teams within organizations, often have several different email threads going in all directions at one time. It’s easy for lines to cross, information to get lost or overlooked, and for communication to break down. Site mailboxes enable you to store team or project-related email in one place, so that everyone on the team can see all communication.

On the Quick Launch, click Mailbox.

Mailbox on the Quick Launch

The site mailbox opens as a second, separate inbox and folder structure, next to your personal email account. Mail sent to and from the site mailbox account will be shared between all those who have Contributor permissions on the SharePoint site.

 Tip    Did you know you can also use a site mailbox to collaborate on documents?

Add a site mailbox as a mail recipient

By including the site mailbox on an important email thread, you ensure that a copy of the information in that thread is stored in a location that can be accessed by anyone on the team.

Simply add the site mailbox in the To, CC, or BCC line of an email message.

Email message with site mailbox included in CC field.

You could even consider adding the site mailbox email address to any team contact groups or distribution lists. That way, relevant email automatically gets stored in the team’s site mailbox.

Send email from the site mailbox

When you write and send email from the site mailbox, it will look as though it came from you.

Because everyone with Contributor permissions on a site can access the site mailbox, several people can work together to draft an email message.

To compose a message, simply click New Mail.

New mail button for site mailboxes.

This will open a new message in your site mailbox.

New mail message in a site mailbox.