How to add ‘Embed’ webpart on SharePoint Online modern Pages?

1. Go to the page where you would like to add the ‘Embed’ webpart.

2. Edit the page by clicking the ‘Edit’ button from the command bar.

3. click the “+” sign, then choose ‘Embed’ Web Part.

4. Once you add the web part right pan will open, where you can add the embed code. It can either be a secure https:// URL or an i-Frame format.

5. In this blog I have embedded a video from youtube.com. So, I first went there and obtained (copied) the video’s embed code and pasted it into the designated area of the Embed web part.

6. Click ‘Republish’ to publish the page.

7. Now you can see content from another site appearing on your modern SharePoint page.

8. You can also refer to this post from Microsoft for more understanding.

Final thoughts

In this blog we have seen how to Embed the content from external websites to modern SharePoint pages, I hope this will help you. If you have any questions or need help solving your SharePoint problems, please contact us today.

What is end-of-life support?

Every Microsoft product comes with a life cycle and during this, they get new features, bug fixes, security fixes, etc. Once the product support date ends product does not stop working but the Microsoft stops providing support services like:

1. Technical support for the new problems
2. Bug fixes for issues
3. Security fixes
4. Time zone updates

A software lifecycle typically lasts for ten years from the initial release.  Microsoft SharePoint 2010 and SharePoint Server 2010 are reaching their end of support on April 13, 2021. That means there will be no further updates, patches, or fixes for the product including security patches/fixes after the above-said date.

What are the options?

Organizations who are using SharePoint server 2010 can opt to stay with SharePoint Server with a multi-staged migration to a later iteration: SharePoint 2013, 2016, or 2019. However, these versions will also have an end-of-life support date.

• SharePoint 2013 – April 11, 2023
• SharePoint 2016 – July 14, 2016
• SharePoint 2019 – To be announced.

The second option is to move to SharePoint Online as part of Office 365.

What to do now?

If you are planning to migrate or want to migrate and need a plan following points will help you for sure.

1. Plan the audit and prepare a detailed report on what needs to migrate and what not? Like, you have data that is no longer needed or inactive or you may have orphaned sites or users. Decide what is relevant to migrate.

2. Having a detailed inventory of your source environment will help you make better decisions and a more accurate assessment of the effort involved. The more information you have, the easier it will be to plan your migration. Establish an inventory with the following details.

• Site collections
• Sites
• List and libraries
• Pages
• Custom solutions
• Workflows
• Content types
• Site columns
• Permissions
• User alerts
• Retention policies
• Users and groups used.
• Large lists or libraries
• All files that have a dependency on another file using a URL
• Blocked file types
• Branding
• Any other UI customizations (JavaScript, altered menus, etc.)

3. SharePoint is all about helping people build what they need to get their work done, but that does not mean everything in your source environment will still be relevant today. Take out time to find, remove and reorganize things in your environment.

• Find and remove “orphaned users”.
• Remove empty SharePoint groups.
• Put users with explicit permissions back into groups.
• Delete any unused custom content types, site columns, and workflows.
• List sites that haven’t been accessed or modified in a while and determine whether they’re still needed.
• Documents, that have never been checked in (make sure you migrate the most recent version)
• Remove duplicate content.
• Clean up items containing too many custom permissions.
• Remove unwanted versions from your version history.
• Reorganize lists and libraries with too many columns.
• Rethink and reorganize very large lists.

Ask users to complete any pending workflow tasks.

4. Your biggest challenge for the migration is bringing change to your users. For this to be successful, you will need to make sure they know what is going on and why it’s happening.
Before you start, inform your users about:

• Expected downtime.
• The reason for the change and the value for them
• Possible changes in the environments
• URL changes
• Bookmarks
• Document references
• Excel macros, etc.
• The estimated timeline for the migration
• Find out where to get an updated status or help during the transition.
• Circulate the proposed calendar ahead of time to ensure it will not interfere with business-critical efforts.

Finalizing the SharePoint migration tools and process

For the SharePoint Migration, you can have different approaches.

a) In the “In-place SharePoint upgrade” database attach method is used. In the database-attach method, you first create and configure a SharePoint 2013 farm. Then you copy the content and service application databases from the SharePoint 2010 Products farm and then attach and upgrade the databases. This upgrades the data to the new version. Site owners can then upgrade individual site collections.

Note: This applies to the on-premises environments only.

b) Manual Migration: Manual migration means the ability to move your current SharePoint environment data to a new SharePoint environment. In the case of manual migration, the following are a few things you must consider.

You can only download and upload the files.

• You will lose the metadata of files.
• You will lose the File versioning.
• Manual migration will replace CREATED BY|MODIFIED BY as well as CREATED DATE|MODIFIED DATE with the user who is doing the migration and the date will be set when migration is done.
• Permissions will not be migrated.

c) Using code (PowerShell Scripts) : The content can also be migrated using PowerShell scripts but to use this you must have technical knowledge. Few prerequisites need to be taken care of.  Metadata and permissions can also be migrated using PowerShell scripts.

d) Using Migration tools: There are many SharePoint migration tools available in the market including the free tool provided by Microsoft and it’s become difficult to choose one. The most common and widely used migration tools are Sharegate Desktop, Metalogix, and AvePoint. Developers prefer to use the Sharegate Desktop tool as it aligns with most of the critical migration requirements and has better performance in comparison to other migration tools present in the market. Depending on the type of migration you are planning, migration tools or manual migration are selected.

Customization

If you have done any customization in SharePoint On-premises, then while migrating to SharePoint you need to rebuild your customization.

Final Thoughts!

Undoubtedly, migration from SharePoint 2010 to SharePoint 2016, 2019 or cloud is a time-consuming task. It is complicated but critical for all who are still using this version. It is high time when you should start planning for migration soon to avoid later hiccups.

Successful SharePoint Migrations require a detailed strategy and careful implementation- an area in which we excel. We have a team of SharePoint and M365 experts who have experience in processing critical Migration processes. Consult with our SharePoint experts at contact@beyondintranet.com to know why and how migration to Microsoft SharePoint online can be beneficial to your business and how we can make your migration seamless.

Intranets are making great strides with their new modern communication sites and are likely to continue. Most organizations use intranets to share a quick fact or an update, or maybe a landing page about a department or working group. For medium- and small-scale organizations this may suffice, however, the larger enterprises need something robust and scalable. 

 The Need for Modern Experience 

Technology has stepped forward swiftly in the last decade as we have moved towards digitization, cloud transformation, robotics, and analytics. Market developments and competition have altered commercial enterprise goals dramatically as their legacy systems are getting a face-lift, they are moving from servers to clouds, a static web-page to a responsive layout and beyond.  

Talking about the legacy corporate intranets, they lack front-end experience and diverse content editor roles. Microsoft realized the need for a modern SharePoint framework and decided to put an end to any updates to the old installations. This leaves many organizations with Intranets having very basic templates that are very nondescript and still doesn’t support accessibility by default. They introduced Modern SharePoint which is a development framework which emphasizes user experience, collaboration and efficiency, and most importantly, isn’t developer-intensive. The fundamental changes are mostly done on the client’s front instead of the server and don’t require manpower and investment for the CSS, JavaScript, and web parts. 

 Capabilities of Modern SharePoint  

-Attractive, brand-specific designs that come with hub-wide navigation with increased search capabilities across all departments. 

-On-site customization within an existing hub become possible along with the easy installation of web parts with conditional formatting.  

-Automate repetitive tasks, assign site design permissions and make sure whatever is done to the intranet stands approved. 

-Turnkey solutions with noteworthy cost savings for democratized intranets that no longer require developer intensive tasks. 

-Smooth migration of complex sites that host monolithic designs and complex navigation.  

Purpose of a Modern SharePoint Intranet  

Modern SharePoint empowers you to do so much beyond simply communicating general procedures using a portal that serves are a repository for documents; it gives you the ability to design functional sites, pages, and web parts. With modernization comes innovation, collaboration and efficiencies that support activities within a working environment.  

Webinar on Modern SharePoint 

Beyond Intranet is hosting its first webinar on Building Smart Intranet using Modern SharePoint. This will be a 30- minute free session which will expose the limitations of legacy Intranets and take a deeper dive into the features of Modern SharePoint. The webinar will be a live session followed by a short QnA session.  

 Audience 

While this session is directed toward anyone wanting to learn Modern SharePoint features, all are encouraged to attend.  

TOPIC: Building Smart Intranet…. Simplified With Modern SharePoint  

WHEN: August 21st, 2019 @ 1 pm EDT 

WHO: Dave Brown, Bhupendra Singh, and Vijay Mangtani  

WHAT: Tips and feature demonstrations of Modern SharePoint  

 Find speaker details and other information here: 

CLICK HERE TO REGISTER!

This guide shows every step. You’ll see why each one matters, get troubleshooting tips, and find answers to common questions. It works for both SharePoint admins and people new to these tools. 

Microsoft has recently introduced tremendous capabilities to integrate SharePoint Planner directly into SharePoint team sites as a Plan and as a web part.

What is Microsoft Planner—and Why Use It with SharePoint Online? 

Microsoft Planner is a visual app included in Microsoft 365. It lets you: 

• Make plans for projects or teams 

• Break work into tasks and assign them to people 

• Set deadlines 

• Organize tasks into Buckets for workflow 

• Add files, write comments, and keep updates in one place 

• See your project on Boards and Charts 

When you put Planner into your SharePoint Online Team Site, you: 

• Keep tasks and documents together 

• Let everyone see and update project work in the same spot 

• Get permissions in sync with site members 

• Make it easy to track what’s happening 

Remember, Planner integration works only in SharePoint Online Team Sites. Communication Sites can show a Planner Web Part, but you can’t create or manage plans there. 

Important: Where Can You Use Microsoft Planner in SharePoint Online? 

Only SharePoint Online Team Sites support SharePoint Planner integration. Team Sites focus on group work and let you use Planner fully. Communication Sites are for sharing news or info with large groups. You can add a Planner Web Part to Communication Sites, but can’t make new plans there. 

If you aren’t sure what type of site you have, check with your admin or see which template you used. 

How to Create a Plan in SharePoint

1. Go to Your SharePoint Online Team Site 

Open your browser and go to the Team Site where you want to create the plan. 

2. Start a New Plan 

Find the “New” button near the top left. Click it. Pick “Plan” from the list. 

If you don’t see “Plan,” you might not be in a Team Site, or your admin may have turned off Planner features. 

3. Name the Plan 

A panel or box appears. Type a name for the plan. Click “Create.” 

When you do this: 

• A new plan links to your site’s Microsoft 365 Group. 

• Everyone in the SharePoint Online Team Site gets access to the plan. 

• You’ll find the plan in the Microsoft Planner app too. 

Using an Existing Plan 

Some teams already have a plan made somewhere else, but still connected to the same Microsoft 365 Group. You can add it to your SharePoint Online Team Site. 

After clicking “New > Plan,” pick “Use an existing plan.” Find your plan in the dropdown. Click “Create.” 

Only plans tied to your site’s Microsoft 365 Group show up. You can’t pick plans from other groups. 

Add the SharePoint Planner Web Part to a SharePoint Page 

1. Edit the Page

Go to the page where you want to show the plan. Click “Edit” at the top right. 

2. Add the Planner Web Part

Move your mouse above or below other web parts, or under the title. Click the “+” button. Type “Planner” in the search box and choose “Planner.” 

3. Connect the Plan

You can: 

• Create a new plan by typing the name and clicking “Create” 

• Pick an existing plan from the dropdown 

Figure 4 — Select Planner web-part

Set how the plan appears. You can show the Board view to see tasks in Buckets, or use Charts to see visual progress. 

4. Pick a Display

Set how the plan appears. You can show the Board view to see tasks in Buckets, or use Charts to see visual progress. 

Planner Chart Display

SharePoint web parts help you quickly glean and access relevant information, from internal news to shared documents. The new Planner web part adds to this experience, allowing you to add plan information directly on pages and news posts.  Depending on what task information you think is most relevant to your team, you can choose between the Planner Board or Charts view to appear on your homepage.

Make sure to give this web part a clear name, like “Project Tasks.”

5. Save and Publish

Click “Republish” or “Publish” at the top right. Now your page is updated with the Planner board. 

Making the Most of SharePoint Planner Integration

With Planner in SharePoint Online, you can: 

• Assign Tasks to people, set deadlines, and add files 

• Move tasks between Buckets to track work 

• Use Charts to see project status 

• Add comments or attach files to tasks 

SharePoint Online and Planner give you a single place to manage work and see progress. 

Practical Use Cases 

• Project Management: Keep track of deliverables, deadlines, and who’s doing what 

• Team Operations: Handle routine tasks or requests 

• Agile Teams: Run sprints, manage backlogs, and track work on Boards 

• Departmental Planning: Coordinate HR, marketing, or IT tasks 

Frequently Asked Questions On SharePoint Planner

Q1: Can I use Planner integration on all SharePoint sites? 

 No. You can only create and manage plans in SharePoint Online Team Sites. Use the Planner Web Part for display on Communication Sites. 

Q2: Who can see and edit my plan? 

 Everyone in your SharePoint Online Team Site (including guests, if allowed) can see and edit the plan. Permissions match your site membership. 

Q3: What if I don’t see the Planner option or web part? 

 You might be on a Communication Site, or your admin may have turned off Planner. Also, check if your Microsoft 365 license supports Planner. 

Q4: Can I display more than one plan on a page? 

 Yes. Add multiple Planner Web Parts to a page and link each one to a different plan. 

Q5: Can Planner tasks show up in a calendar? 

 Not in the web part, but you can sync tasks with due dates to Outlook if your group allows it. 

Troubleshooting and Tips 

If you can’t find the Planner Web Part, check if you’re in a Team Site and have the right permissions. Only plans tied to your Microsoft 365 Group will show up when adding an existing plan. If new members can’t see the plan, have them refresh the page or open Planner from office.com. For more task views, go into Planner itself where you can group by due date, label, or assignment.