One Million views of BLKSTHL

July 15, 2014 Leave a comment

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One Million….!

Last week this blog reached 1 million (1.000.000) views, which is really amazing in my world. I could never dream of that when I started this blog back in 2011.
This post contains my humble THANKS to everyone who have visited, contributed, volontarily or in any other way, and foremost, thanks to all the great feedback you have given me! Keep it coming, it is Always nice to know that I’m helping you out there, same as other peoples blogs help me.

I’ll try and keep delivering good quality posts to all of you, higher quality comes at a lower frequency, but I feel that quality is preferable to quantity in this field. The given topic is SharePoint but I’ll also try to fill in blanks where there is a need on other topics.

1000000x

Until the next post, have a great summer folks!

 

References

Thanks to all of you, no one named, no one forgotten!

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Thanks!

Regards

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Office 365 guide series – Information Rights Management in SharePoint Online

May 30, 2014 1 comment

 

Hi folks, long time no blogging…

A lot has happened in my life since I last updated my blog, I switched jobs so I have a slightly new focus now in my workplace, it has shifted more against SharePoint Online and Office 365. Say what you want about the cloud service named Office 365 but Microsoft is determined…to make it work and piece by piece it gains in value.

One of the great things offered in Office 365 that is also part of the SharePoint Online offering, is Information Rights Management. Thru the use of the other cloud service Azure Rights Management Service (Azure RMS), real IRM protection can be offered to all SharePoint Online customers on the adequate subscription plan. There is still a lot to be done with the service, but as is, it is way, WAY better than nothing, which is what most people have available today in their current solution. IRM or RMS is available to all customers with an onpremises solution as well, but setting RMS up is a challenge for any administrator. In SharePoint online, you will have it up and running in a total of 5 clicks…(depending on what you count as a click…)

Antsx

IRM – Its all about stopping unwanted access

And what is so great about this IRM, RMS or DRM you may wonder? A beloved child has many names (Old saying in Sweden), well…it is fantastic. IRM offers you the possibility to set a policy on documents (and email messages) that allows you to specify what the user may or may not do with the document, you may also specify exactly what user or grop may or may not read, write, print, download and so on. The really great thing with IRM is that even if you put a document on a USB drive and someone gets their hand on that USB drive, they still need to authenticate against the Azure RMS service before getting any access at all to the document, and even then, what you may do is controlled by the IRM policy. You are in Control of the data even after the document leaves your controlled environment…not bad huh?

So, how is all this greatness achieved you ask? Well, I will not go into all the magic behind the scenes in this post, but I will show you how you can do it yourself, in your current Office 365 tenant or if you prefer, in an evaluation tenant to avoid the risk of affecting your users (which is virtually impossible anyway but just as a precaution…and to make your bosses feel safe).
Lets get started, jump drectly to a section using the links below:

 The complete guide to enabling IRM protection in a SharePoint document library Jump straigt to the guide, a step by step on how you implement RMS and IRM protection in SharePoint Online.
 Who gets access to RMS, license plans listed Get the list of what subscription plan includes RMS and what does not.
 What works and what doesn’t? The cmplete list of supported OS’s and Applications that support Azure RMS and the ones that do no yet support Azure RMS.
 About the IRM/RMS technology – How does it work, what does it do? The functionality explained.
 References/Links – Find the information online Link to when you get all the info you need in the sometimes difficult Microsoft TechNet way…

 

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The complete guide to enabling IRM protection in a SharePoint document library

This is done in four steps:
- Activate Azure RMS in the Office 365 administration portal.
- Activate RMS in SharePoint online
- Create and set a IRM policy in a document library
- Quickly verify your Information Rights Management

Step 1. Activate Azure RMS in the Office 365 administration portal.

1.1 Log on to your Offcie 365 tenant as a global administrator, go to the Office 365 admin center. You will find the shortcut in the admin dropdown.

O365 admin 0x

1.2 The Office 365 admin center

O365 admin 1

1.3 Now select on the lefthand menu, service settings

O365 admin 2x

1.4 In the top menu select ‘rights management’

O365 admin 3x

1.5 Click on the link to Manage your ‘Azure Rights Management’

O365 admin 4x

1.6 This is where you leave your Office 365 tenant, note the URL you now se in your browsers address field:

O365 admin 5x

1.7 In Azure RMS you will be met by this text saying that yiou have not activated Rights Management yet.

Azure RMS 1x

1.8 In order to activate the RM feature, click on ‘activate’…DUH! Then click on ‘activate’ again…if you are absolutely sure…

Azure RMS 2x

1.9 Wait for it….

Azure RMS 3

1.10 Now you should see this, A nice green checkmark telling you that Rights Managemen has been activated.

Azure RMS 4x

1.11 Done! Now you can move on with activating Rights Management in your SharePoint Online admin portal. The steps you have now taken makes the RMS service available in all parts of your Office 365 tenant, like in Exchange, SharePoint (and Lync).
(As you can see, you can lso make some additional configurations of RMS, for example you can create your own custom policys, fr some reason though, you are required to sign up for a separate Azure RMS suscription for this…the link to where you sign up is added to the page to make things simpler for you)

 

Step 2. Activate RMS in SharePoint online

2.1 Go to the SharePoint administration portal. Find the shortcut in the Admin dropdown.

SP admin 0x

2.2 In the lefthand pane, select Settings.

SP admin 1x

2.3 Scroll downto the section named ‘Information Rights Management (IRM)’

SP admin 2

2.4 Under Information Rights Management (IRM), on the right side, select ‘Use the IRM service specified in your configuration’

SP admin 3x

2.5 Click on the ‘Refresh IRM Settings’ button. (Buttons…welll…maybe they are touch buttons?)

SP admin 41x

2.6 In ashort while, you will see the text ‘We successfully refreshed your settings’ below the button.

SP admin 4xx

2.7 Done! This means that IRM functionality has been enabled in your SharePoint Online tenant and the IRM settings will now be available in SharePoint.

Note! If you have not previously activated IRM in your Office 365 admin portal, then you will see this massage instead:SP admin 42xIf that is the case, simply go back to Step 1 in this guide and activate IRM in Office 365 first.

 

 

Step 3. Create and set a IRM policy in a document library

3.1 Go to a site in your SharePoint Online site collection of choice (can be the rootsite or a subsite), go to a document library (default is probably ‘Documents’).
Now, click on the ‘Library’ tab.

Library1x

 

3.2 To the right in the ribbon, click on ‘Library Settings’

Library2x

3.3 Click on ‘Information Rights Management’

Library3x

3.4 This is the Information Rights settings for the current Document Library, what you change here will only affect this document library and the documents in it. Remember though, that what you change here will affect ALL documents in this library, in all folders, of all types. By default, IRM is disabled and has no affect at all.

Library4

3.5 What you see here, is only the name and the description and the activate button. In order to see more of the settings, click on SHOW OPTIONS. This offers all the settings that are currently available for a document library in SharePoint Online.
Start now by giving your policy a name and type in a description, this is what will be shown to the user, so its better to use a good explainatory description.

Library5

3.6 Click on ‘SHOW OPTIONS’. Configure what the policy is and what is allowed and what isn’t. For the sake of easily verifying the functionality, only configure that the document cannot be opened in a browser. In the first section, ‘Set additional IRM library settings’ check the box to prevent the documents from opening in the browser.

Library6x

3.7 The two other sections has even more options, ‘Configure document access rights’…

Library7

3.8 …and ‘Set group protection and credentials interval’.

Library8

3.9 When you have configurd the policy like you want it, hit Ok.

Library9

3.10 Done! All document in your library are now protected uing the IRM policy you configred. THat IRM is used cannot be seen unless you have access to the IRM setting in the Library Settings. What a regular user can see, is the effect of the policy alone.

3.11 Whithout the policy activated you get a preview of the document(offered by Office Web Apps) and the option to view and edit in browser like below:

Document1

 

Document4x

 

3.12 When the policy has been activated, you do not get any preview and the view and edit in browser options are gone.

Document2

 

Document3

3.13 You are now done, your document library is IRM protected using Azure Rights Management Service.

 

Step 4. Quickly verify your Information Rights Management

4.1 Upload a Word document to the document library. (Your document is now IRM protected)

4.2 Click on Edit, you should be prompted to download the document. Cancel the dialog.

4.3 Click on the three dots, you should see a notice that a preview is prevented by RMS.

4.4 You will also notice that the dropdown many does not offer any choice to open in browser or preview in browser.

4.5 Done!

 

Note: A good bestpractise is to Always verify that your IRM protection policy is activated and works as expected. Some settings must be tested using a Office client application andsome can be tested onin like in this scnario.

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Who gets access to RMS, license plans listed

Licensing option Office 365 Small Business Office 365 Small Business Premium Office 365 Midsize Business Office 365 Enterprise E2Office 365 Education A2 Office 365 Enterprise E3Office 365 Education A3Office 365 Government G3 Office 365 Enterprise E4Office 365 Education A4Office 365 Government G4 Office 365 Enterprise K1 SharePoint Plan 2 Exchange Online Plan 2
Information Rights Protection (IRM) No No No No Yes Yes No No No

Like you can see, far from all license plans include RMS.

In addition to the Ofice 35 subscptions that include RMS, there is also a RMS for individuals subscription that will allow a user outside of the organization to open and access IRM protected documents from an organizaton that uses IRM protection using RMS.

Note: If you have a subscription plan that does not include RMS, like a Office 65 E1 or E2, then you can get the RMS functionality as an add-on from Micosoft (Azure RMS Standalone). Talk to you account represenative or your LAR/license vendor. This optio cos a lot less than to upgrade to a E3 plan simply for the RMS functionalty.

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What works and what doesn’t?

So, we wat to use RMS and IRM protection, but what is supported, can we use it whereever we want and whenever we want? No, you can’t…
There are some things that work and sometings that don’t work, I have tried to list them all blow, as time goes by, Micrsoft will most likely subtract from the No list and add to the Yes list *.

Implementation Supports Azure RMS
Operating Systems
Windows 7 Professional SP0 Yes
Windows 7 Enterprise SP0 Yes
Windows 7 Ultimate SP0 Yes
Windows 7 Professional SP1 Yes
Windows 7 Enterprise SP1 Yes
Windows 7 Ultimate SP1 Yes
Windows 8 Pro Yes
Windows 8 Enterprise Yes
Windows 8.1 Pro Yes
Windows 8.1 Enterprise Yes
Mac OS X (minimum 10.7, Lion) Yes
Mobile Devices
Windows Phone 8 Yes
Android 4.0.3 Yes
iOS 6.0 Yes
Windows 8 RT Yes
Windows 8.1 RT Yes
Applications
Office 365
Office Professional Plus 2013 Yes
Office Professional 2010 (With RMS addon) Yes
Microsoft Office for Mac 2011 No
Microsoft Office for iPad No
Microsoft OneDrive (formerly SkyDrive) No
Microsoft OneDrive for Business (formerly SkyDrive Pro) No (!)
Sharing Applications
Minimum OS version of Windows 7 Service Pack 1 Yes
For Mac OS No
On premise Servers
Exchange 2013 Yes
Exchange 2010 Yes
SharePoint Server 2013 Yes
SharePoint Server 2010 Yes
Windows Server 2012 (FCI) Yes
Windows Server 2012 R2 (FCI) Yes

* I asume that all else not listed here does not support Azure RMS.

The RMS connector is supported on Windows Server 2012 R2, Windows Server 2012, and Windows Server 2008 R2.

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About the IRM/RMS technology – How does it work, what does it do?

(This section is a direct quote from Microsoft, they actually have a pretty good short and to the point explaination here.)

What is Azure Rights Management:

Azure Rights Management lets you encrypt and assign usage restrictions to content when your organization subscribes to Microsoft online services. Rights Management helps protect content that is created and exchanged by using Microsoft Office as well as other applications or services that have been updated to integrate with the Rights Management service. By implementing a cloud-based rights management service, Rights Management provides an alternative for organizations seeking information protection capabilities within Microsoft Office 365.

Rights management provides the following:

Safeguards sensitive information
Applications and services such as Microsoft Office 2010 and Microsoft Office Professional Plus 2013, SharePoint Online and Microsoft Exchange Online are enabled to help safeguard sensitive information. Users and administrators can define who can open, modify, print, forward, or take other actions with the information. Organizations are provided usage policy templates such as “Company Confidential – Read Only” that can be applied directly to the information.

Provides persistent protection
Rights Management persists protection of file data when at rest and in motion. Once information is locked, only trusted entities that were granted usage rights under the specified conditions (if any) can unlock or decrypt the information.

Supports closer management of usage rights and conditions
Organizations and individuals can assign usage rights and conditions using rights management that define how a specific trusted entity can use rights-protected content. Examples of usage rights are permission to read, copy, print, save, forward, and edit. Usage rights can be accompanied by conditions, such as when those rights expire.

Integrates rights management with Office 365
Rights Management is integrated with SharePoint Online, Exchange Online, and other Office 2010 and Office Professional Plus 2013 applications to provide rights management functionality across the Microsoft Office suite.

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References

Office 365 Information Protection using Azure Rights Management
http://blogs.technet.com/b/rms/archive/2013/11/11/office-365-information-protection-using-azure-rights-management.aspx

Set up Information Rights Management (IRM) in SharePoint admin center
http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/set-up-information-rights-management-irm-in-sharepoint-admin-center-HA102895193.aspx

Azure Rights Management
http://technet.microsoft.com/en-us/library/jj585024.aspx

Administering Azure Rights Management by Using Windows PowerShell
http://technet.microsoft.com/en-us/library/jj585027.aspx

Requirements for Azure Rights Management
http://technet.microsoft.com/en-us/library/dn655136.aspx

Cloud subscriptions that support Azure RMS
http://technet.microsoft.com/en-us/library/dn655136.aspx#BKMK_SupportedSubscriptions

 

 

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Enjoy!

Regards

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The Iphone Apps of SharePoint Online and Office 365

March 24, 2014 Leave a comment

 Office365logo       SP2013logo

Greetings SharePoint Online users!

This time I will shed some light on what Microsoft have made available for the Iphone users out there. I’m usng different phones over time, but I have an Iphone and I discovered that there is actually quite a lot you can do from and on the Iphone that is SharePoint Online related (Only focusing on the supported Microsoft realesed here)
In this post I will try to list them all and write a bit about what you can do with them.

This is the list of SharePoint Online related apps available (2014-03-23)

OneDrive  Office  Newsfeed  OneNote  Admin  OWA  RMS

1. OneDrive for Business (Formarly SkyDrive Pro)
2. Office Mobile for Office 365 Subscribers
3. SharePoint Newsfeed
4. Microsoft OneNote for Iphone
5. Office 365 Admin
6. OWA for Iphone
7. Microsoft Rights Management Sharing

Lets start to show what you can see in the App store where they are all available as free downloads, first one out is OneDrive for Business. This is not a Deep dive into technology or functionality or detailed feature sets, but rather a listing of what is available, see what can be done in the gui, the next step is your own, download the apps and try them out for yourselves.

Good luck!

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1. OneDrive for Business (Formarly known as SkyDrive Pro)

OneDrive1

OneDrive15  OneDrive4  OneDrive2  OneDrive3

This is as good as they get, you can easily access your personal and shared files at any time (Located in your MySite or other organizational sites within the Office 365 tenant). OneDrive for Business will keep your OneDrive files in synch at all times and available online or offline.
OneDrive for Business or SkyDrive Pro as it was originally called, is the shit, no doubt about it.

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2. Office Mobile for Office 365 Subscribers

Office for 365 1

Office for 365 2  Office for 365 3  Office for 365 4  Office for 365 5  Office for 365 6

These are the classical Office application, do some final Changes or touch ups, create the files you need while on the road without any Computer. This is a complete ‘mini Office’ compatible with Office 365.

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3. SharePoint Newsfeed

SHarePoint Newsfeed 1

SHarePoint Newsfeed 2  SHarePoint Newsfeed 3  SHarePoint Newsfeed 4  SHarePoint Newsfeed 5  SHarePoint Newsfeed 6

SharePoint Newsfeed, follow what is happening in your organizations social and Corporate newsfeeds. This app will make sure that you are up to date at all times.

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4. Microsoft OneNote for Iphone

OneNote 1

OneNote 6  OneNote 2  OneNote 3  OneNote 4  OneNote 5

OneNote…if you don’t use it today, start using it! It is a really really good companion in your daily work, not sure if the App can replace the real application, but you can read and edit your OneNote files in your phone, how cool is that?

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5. Office 365 Admin

365 Admin

365 Admin4  365 Admin5  365 Admin6  365 Admin2  365 Admin3

For the Office 365 Administrator, or for the partners out there monitoring the Office 365 tenants for customers, this is the best app of them all(except for OneDrive for Business obviously). In the Admin ‘hub’ you can get the status of all the services in your Office 365 tenant. You see all the major services status on the start page, then you can drill down to what is failing, which Component has the issue, and you can read the log from the Microsoft maintenance staff, what they are doing to solve the issue. This is great. If onluy you could add users and reset their passwords as well…but you can’t get Everything. A good monitor/dashboard from Microsoft this anyway.

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6. OWA for Iphone

OWA for Iphone

OWA for Iphone6  OWA for Iphone2  OWA for Iphone3  OWA for Iphone4  OWA for Iphone5

Well, no need to explain, this is the OWA (Outlook Web App, not Office Web Apps) experience in your Iphone. You get email, calendar and Contacts in your hand. In a familiar format.

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7. Microsoft Rights Management Sharing

RMS

RMS2  RMS3  RMS4  RMS5

Microsoft Rights Management Sharing. Well…this is what it says, use the App to set IRM protection on files and to open IRM protected files. IRM protected files, and you can access them on your Iphone, who would have thought…?

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Ok, thats it. These are the Apps on the Iphone that are related in one or many ways to SharePoint Online, or at least to Office 365. They are all written by Microsoft Corporation and they are free to download from the App store.

References

See Appstore in your Iphone, search for Microsoft Corporation and you will find them all.

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Enjoy!

Regards

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Office 365 guide series – Using your document templates in SharePoint online

February 4, 2014 7 comments

Office365logo      SP2013logo

Greetings SharePoint Online users!

This is the third in the Office 365 and SharePoint Online series.

1. Office 365 guide series – Create a new list from an Excel spreadsheet
2. Office 365 guide series – A guide to SharePoint Navigation using metadata
3. Office 365 guide series – Using your document templates in SharePoint online (This post)

This time I will explain how to:

Use Office templates within your SharePoint Online document libraries. In every organisation, or at least the majority, you talk about templates and you know that you have them, somewhere, but in the end, you and everyone else end up using an existing document and make changes, like you take an agreement from one customer and make changes to the numbers and customer names…would it not be nice if you could get everyone to use the same template? And if a change to the template affected everyone? Wouldn’t that be just smashing eh?

Now I’ll show you the easy steps you have to follow to just get started, We’ll use a simple word template in this example, but you can use any template that you allready have.

Note: In this guide, I will show the quick and easy method, in a later post, I wil show how to use Content Types wich will also allow you to use custom templates, but in a much more controlled way. A link to that post will be added here when that guide has been posted. 

Start by locating a word template, or create one, add some info to the header with logo and company name and address maybe, and add something to the footer for example and save the file as a dotx file. Save it locally so that you easily can access it when we want to upload it to our SharePoint online. – I have created a simple letter template for the company DonkeyMind, with their logo and some additional info in it. I’ll use this in my step by step guide below. I saved this as letter.dotx in my ..\documents\DonkeyMind templates\ folder.

Letter1

In a SharePoint Online site, now do this:

1.0 Upload the template file. This is not the easies thing to do, unfortunately Microsoft has choosen to make it a lot harder in SPO and SharePoint 2013 than it really has to be (Browse button from 2010 has been removed), unknown to me why. But this is how you do it:

1.1 Browse to your document library in SharePoit online, where you want to use your own custom document template.

Documents1

1.2 Click the tab, Library. This will present the ribbon for you with the settings available for a document library.

Documents2

1.3 In the ribbon, click on Open with Explorer

Documents3

Note: The site URL has to be added to the ‘Local intranet sites’ or ‘Trusted sites’ with added logon automatically, if it isn’t, you will get a popup telling you that it will not work otherwise.

1.4 Click ok on the Internet Explorer Security warning

Documents4

1.5 The library will now open in a Explorer window, in this windows you will see a folder named forms which is a bit greyed out.

Documents5

1.6 Double-click on the folder forms, now you will see the following list of files

Documents6

1.7 Now, in a separate explorer window on your computer, locate your saved template file (dotx)

Note: In my case, I stored it under ..\Documents\DonkeyMind templates\

Documents7

1.8 Put the tw0 explorer windows side by side

Documents8

1.9 Drag and drop the template file from your local folder to the SharePoint library forms folder

Documents9

1.10 The file will now be uploaded to the SharePoint forms folder

Documents91

2.0 When the file is uploaded ok, go back to your browser and the document library

Documents1

2.1 Now, we need to change the template used from the default template.dotx to our own template, in my case, letter.dotx. Again, click on the Library tab.

Documents2

2.2 Click on Library Settings

Library1

2.3 In the Library Settings dialog, click on Advanced settings

Library2

2.4 Locate the Document Template section

Library3

2.5 Change the filename in the Template URL to reflect your template files name

Library4

2.6 Click on OK

Library5

2.7 Click on Documents in the ‘breadcrumbs’ to go back to the library again.

Library6

2.8 Click on the Files tab

Library7

2.9 Now, on the New Document button, click on the dropdown and New Document

Library8

2.10 Press Yes in the dialog asking if you really want to open this file, because you do…

Note: Avoid this by changing the Trust Center settings in your Office applications.
1. Allow trusted locations on my network.
2. Add new location
3. Type in the https path to your SharePoint Online tenant
(See references for 2007 and 2010)

Library9

2.11 You may also get prompted for your username/email address for the Office 365 account. Type it in and press Next

Note: This dialog only shows up if you are not logged into your office applications using your Office 365 account 

Open1

2.12 And Password…Sign in

Open2

2.13 The new document opens, based on the template

Word2

2.14 When you have types your letter and are done, simply press Save, this will show you the save as dialog with the path to the SharePoint document library at the top

Word3

2.15 Select that and type in a filename and save the file

2.16 You are done, use the New Documents button to create your standard letters based on the custom template, again and again.

Done1

3.0 Done!

Note: All the same steps apply in SPO as well as SharePoint 2013 onpremise, exept for the ‘add site URL to trusted sites’ issue. In an onprem situation the URL is most of the time already considered Trusted or Local intranet.

References

Learn how to set up a template for a library.

How to enable or disable hyperlink warning messages in 2007 Office programs and in Office 2010 programs
http://support.microsoft.com/kb/925757

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Enjoy!

Regards

Twitter | Technet Profile | LinkedIn

Office 365 guide series – Create a new list from an Excel spreadsheet

January 15, 2014 3 comments

 Office365logo       SP2013logo

Greetings SharePoint Online users!

This is the first in a series of Office 365 and SharePoint Online guides primarily aimed at users and power users, my aim with these guides is to show in an easy to grasp way, how you do a few relatively easy but important tasks in SharePoint Online/Office 365. Tasks that will give you a lot of functionality with relatively little effort. Since a lot have been covered already for SharePoint onprem in blogs and other online documentation like TechNet, but not specifically for Office 365 or SharePoint Onlne, I feel that there is a gap to fill here.

1. Office 365 guide series – Create a new list from an Excel spreadsheet
2. Office 365 guide series – A guide to SharePoint Navigation using metadata
3. Office 365 guide series – Using your document templates in SharePoint online

This first time, I will explain how to:

Create a new custom list from an existing excel spreadsheet
This task is simple if everything goes smoothly, but if you have never done it before, or if you have tried but got stuck on any of the little hickups you may encounter, then this may be the perfect guide for you.

- Start by creating your Excel spreadsheet. Make sure that it is a xlsx file. You may also use an existing spreadsheet with your listdata, copy from an old file, save another format as xlsx.

In the spreadsheet, follow the following rules to get a good result:
- Make sure that you do not have any empty column headers between columns. This will cause all headers to be imported as row 1 instead of beeing headers, new column headers will be created as 1, 2, 3 and so on.
- Keep the spreadsheet ‘clean’, remove empty rows, empty columns and any text above the header row and to the right or under of the table or cell range.
- The first column to the left will be the default edit field in the SharePoint list. Make sure that it has values on all rows.
- For best result, avoid formulas with calculated values.
- Use Excel 2013.

In a SharePoint Online site, do this:
1. Decide on a name for the list, it will be the URL and name of the list.
2. Go to the ‘cogs’/Settings and select Add an app

AddanApp

3. You will now see a list of all available apps (installed)
4. Search for Import or scroll down until you find the app called Import Spreadsheet
5. Click on Import Spreadsheet

ImportSpreadsheet

6. Type in the Name of the new list
7. Type in a optional Description
8. At the File location field, click Browse…
9. Browse to your xlsx file on your computer
10. Click on Import

AddApp1

11. The Import Wizard starts, by default, the Range type is set to Table Range
12. Change this to Range of cells
13. Click in the Select Range field
14. In the Spreadsheet, select the top left cell and then make sure that you select the entire table of data you want imported
15. It should now read something similar to: Sheet1!$A$1:$G$400 (top left : bottom right)

ImportWiz2

16. Now you click on Import
17. You may now get a logonprompt from Excel, enter the emailaddress for the SPO account and click next
18. Enter the account password and click on Sign in
19. Excel will now create the list and start importing the data, you will see a little progressbar at the bottom of the Excel application.
20. When the import is done, the new list will open and you will see the columns from the top

NewList

Note: You may note sometimes that a ‘mailto:’ has been added to the email column values.
ColumnError2
This is added in excel but hidden when a cell is formatted as an email address. In the example above, note that the first row has the value of ‘Email’ which made the list field be formatted as single line of text instead of email.
The trick is most of the time to make sure that all fieldvalues in a column are consistent in format. One cell with a different format will cause the entire column to get a different formatting.

21. Done!

- You may now want to add a link in the left hand navigation to the list. Check the url in the addressbar of IE and copy it.
- Click on EDIT LINKS
- Click on +Link
- Type in the Text to display (will be seen in the navigation), for example ‘Contacts’ and paste the URL into Address
- Click OK
- Try the link out to make sure
- Done! (Again)

Error list

1
You get ‘The specified file is not a valid spreadsheet or contains no data to import’
When: When you browse to your Excel spreadsheet and click Import
Fix: Add site URL to trusted sites in Internet Explorer, it has to be in either trusted sites or Local Intranet sites.

2
A new header row is created instead of the headers I got (Column1, Column2, Column3…) and the headers becomes values if the first datarow
When: You have one or many empty headers in your cellrange
Fix: Remove all columns with blank headers, or add a value to them, this is only within your cell span.

ColumnError2

3
If you get the error, ‘An unexpected error has occured. (-2147467259)’
When: Something is wrong with the SPO User session you have open
Fix: Sign out of your SPO session, close all IE windows, Close Excel – logon again to SPO, Add app…same procedure as last time.

Error1


4

Very large files, field data types get wrong, you expect Single line of text but get Multiple lines of text
When: The cellrange probably contain one or more ‘special’ values that is interpreted by excel/SPO as something else than it is.
Fix: With large files, create a new excelfile with only header and one row, make sure that the header row or the data row do not contain any value or characters out of the ordinary. Then, copy paste the rest of the rows in quick edit or datasheet view.

5
The wrong Column becomes the default edit column with the ‘…’ for the edit dropdown meny.
When: The column you want to use for default edit is not the first from the left.
Fix: First column will be the default edit field with the …make sute the Cell range starts with the top left cell.

Note: All the same steps apply in SPO as well as SharePoint 2013 onpremise, exept for the Excel logon prompt and the ‘add site URL to trusted sites issue. In an onprem situation the URL is most of the time already considered Trusted or Local intranet.

References

None so far :-)

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Enjoy!

Regards

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