Thursday, May 16, 2019

Document ID for Record Management in SharePoint Online


As you know that SharePoint Online can be used as a document management platform and with the help of Document Id's you can effectively manage your documents by providing an easy way to track irrespective of their location. Document Id's are automatically assigned to the documents uploaded on document or record management platform.

Before using the Document ID features for our document management system, you must enable it for each site collection in which your documents are located.

You must be a Site Collection Administrator for enabling this feature in SPO.

Activate, enable and configure Document ID's:

  1. Go to the top-level Site collection > Site Settings.
  2. Under Site Collection Administration, click Site collection features.

  3. Next to Document ID, click Activate. Activate icon will appear and the feature is activated.

  4. Go back to the Site Settings page and under Site Collection Administration, select Document ID settings.

  5. You will have to assign a prefix for the Document ID's and the prefix should be between 4 to 12 characters with no special character.

  6. If you want all the documents within the Site Collection, to be assigned with a Document ID with the specified prefix, check the box "Reset all Document ID's" (See above image).
  7. Once this feature is enabled, any new document created or uploaded to any document library in this particular Site Collection received a unique Document ID.

  8. Document Id's can be viewed from the document properties, these are the hyperlinks that you can copy and use it to open a document in Office.

Moving and Copying a file with a Document ID:

When you move a file in SharePoint Online, Document ID will move with the file. It basically depends on whether the service is enabled or not at the destination site. So, if the service is not enabled at that site then the document will no longer have the Document ID.

When a copy of the document is made, a new Document ID is created for the copy and obviously, the service needs to be enabled at the site where you are copying the file.

Tuesday, May 7, 2019

Manage Microsoft Teams through PowerShell (Microsoft Teams PowerShell Module)


In this article, we are going to take a quick overview of the Microsoft Teams PowerShell module and will cover few things which we can perform in Microsoft Teams with the help of PowerShell.

There are two different PowerShell modules to manage Microsoft Teams.

  1. Microsoft Teams PowerShell Module – You can get this module from here
  2. Skype for Business PowerShell Module – You can download it from here
Teams PowerShell module contain all the cmdlets needed to create and manage teams whereas Skype for Business the module contains the cmdlets to manage policies, configuration, and other tools.

Connecting to Microsoft Teams PowerShell:

  1. Install the Microsoft Teams PowerShell Module. Open Windows PowerShell and run command “Install-Module -Name MicrosoftTeams” and then enter Y.

    The module was already installed on my system, that’s why I get the messages in highlighted in the above image. The version was old, so I re-entered the command and added the -Force parameter “Install-Module -Name MicrosoftTeams -Force
  2. Connect with Microsoft Teams. Run command “Connect-MicrosoftTeams” and enter the credentials.

    After login, you will be able to see your tenant details.

    1. After the PowerShell Module relates to your Microsoft Teams, you can use the cmdlets for creating and managing teams.

      For e.g, To get all your teams list, run command “Get-Team

      For creating a new team, run command “New-Team

      For managing Team users, run a command “Add-TeamUser”. You will be asked to provide GroupId.

      After providing the GroupId, it will ask to provide the user, which needs to be added to the team.

    2. Similarly, you can remove the user from a team, create new channel or remove any team channel or else remove any group, etc. All these cmdlets can be run as end users, but it will only work for the teams you own, or you are a member of but as a global admin, you will be able to act on all the teams.

    Managing MS Teams policies via PowerShell:

    1. Download and install Skype for Business PowerShell Module.

    2. Connect with Skype for Business PowerShell Module. Open Windows PowerShell and run the following commands:

             Import-Module SkypeOnlineConnector”
        “$userCredential = Get-Credential”

             “$sfbSession = New-CsOnlineSession -Credential $userCredential”
             “Import-PSSession $sfbSession”

      Now you are connected to Skype for Business PowerShell Module.

    3. There are basically 5 commands to manage the policies.
      ·         GET – Get the details of the policy.
      ·         NEW – Create new policies.
      ·         SET – Lets you set particular values on a given policy.
      ·         REMOVE – Delete the customs policy.
      ·         GRANT – Assign the policy to a particular user.

      For e.g, you want to get the details of all the meeting policy, run command “Get-CsTeamsMeetingPolicy

      You will be able to get the details of all the meeting policy whether it has been created by Microsoft or it is a custom policy that will be shown.

      Similarly, for Messaging policy run command “Get-CsTeamsMessagingPolicy

    Managing configurations via PowerShell:

    1. Connect to Skype for Business PowerShell Module. You have seen above how to connect to Skype for Business PS Module.
    2. Run command “Get-CsTeamsClientConfiguration”. This is basically your Teams settings in the admin center.

    Document ID for Record Management in SharePoint Online

    Introduction: As you know that SharePoint Online can be used as a document management platform and with the help of Document Id's yo...