Office 365/SharePoint Online Migration Planning and Traps and Tricks-Part 2


Office 365/SharePoint Online Migration Planning
 and Traps and Tricks-Part 2

Pat Terry
Sr. SharePoint Consultant
PSC Group LLC

http://www.psclistens.com/

This is the second of a two-part blog series on SharePoint Online migration planning and “traps and tricks.”  Part 1 focused on some of the major planning items to be addressed: http://patoffice365.blogspot.com/2017/07/office-365sharepoint-online-migration.html
Part 2 will focus on some of the “Traps and Tricks” that we need to take into consideration as part of our SharePoint Online/Office 365 migration.  At PSC Group, we have run across many of these items. 
Here are the topics:

  • Custom Script Setting
  • SharePoint List and Library New Experience
  • Office 365 Portal Office Software Install
  • Browser Wars
  • What versions of MS Office are we supporting?

Custom Script Setting

One of the items that can cause unexpected results is the “Custom Script Setting” that is controlled in the SharePoint Admin Center:

    The default setting is to “Prevent users from running custom scripts” both on personal and self
    service created sites. This can have significant impact and restrict several items that we might need
    to migrate from our legacy SharePoint sites. Here is just a sampling of items that are stopped from
    functioning with the default setting:
    • SharePoint Designer Workflows will not function
    • Save Site as Template is not longer available
    • Save document library as template is no longer available
    • A number of the web part galleries that we have been accustomed to are no longer available
    • Also, the default setting can negatively impact the functions of some of our migration tools
    Here is a link that provides more details on the Custom Script Setting:


    Here are the steps to adjust the Custom Script Setting:

    Requires either Global Administrator or SharePoint Administrator to adjust

    Go to Admin Center
    Then SharePoint Admin 

    Once in SharePoint Admin, go to "Settings" and scroll down to "Custom Script" then change the settings to "Allow users to run custom script" both on personal sites and self service created sites:


    After the setting is saved, allow 24 hours for this change to take effect on the portal.  

    SharePoint List and Library New Expeience

    The default setting is to use the "New Experience."


    It is a fundamentally different user experience than what our folks will be used to when coming from legacy sites with classic lists and libraries.  It is possible to reset them back to classic experience but the is only temporary as Microsoft will eventually be removing that option.  

    As a result, we need to plan for end user orientation to the new experience during the migration.  Here is a link that provides additional details on the new user experience for lists and libraries: 



    Office 365 Portal Office Software Install

    Depending on the Office 365 licenses we have, one of the items that is provided by default, is the option to install Office 2016:


    Do we want this option available to our end users?  If IT has deployed either managed and/or imaged desktops, it may be advisable to control Office 2016 install through IT and turn off this option.  

    Here's how to address this:

    Requires Global Administrator

    Go to Admin Center

    Go to Software Download Settings

    Turn off 2016 desktop and mobile apps  

    Wait approximately 5 minutes and then log back in and this option will be turned off


    Here is a link that provides additional details:

    https://practical365.com/clients/office-365-proplus/configure-software-download-settings-end-user-byod/

    Browser Wars

    Depending on the browser(s) we might be supporting in our environment (i.e. IE, Chrome, Edge, etc.) our user experience is liable to be quite different even going to the same sites, lists, or libraries.  

    For example, people who use the "File Explorer" view will need to have IE available as this option is not supported in either Edge or Chrome
    Additionally, if we have libraries set to "Open in Application" instead of the default Office Web App on documents, we need to confirm that each of our browser options accept this setting
    Also, if we have folks who are exporting data from SharePoint lists to Excel spreadsheets with the "Export to Excel" option, this only works with IE and Edge but not Chrome.  

    Here are a couple of links with additional information:


    https://products.office.com/en-US/office-system-requirements  

    What versions of MS Office are we supporting?

    We may need to review the versions of MS Office that are presently deployed to our users and update if needed.  Here are some items to consider:
    • MS Office 2013 is the minimum version that support full functionality with Office 365 services and apps.  
    • Be aware of Connected Services in MS Office with Office 365 apps.  Make sure they are properly configured:


    Here are some other tips:

    http://ericatoelle.com/2016/manage-save-as-locations-in-office-2016/

    Many thanks to various contributors for content and to my team mates as PSC Group http://www.psclistens.com.  

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