Friday, November 15, 2013

How to create departmental sub sites in O365

You just spun up a new O365 Tenancy and now you need to populate it for the client. ( P1, E1, doesn't matter here. This pertains to all types.)

You are also tasked with creating secured sub sites for the Intranet.

Presume for a moment that you've already had the discussion of what they want for a taxonomy with the SharePoint catalyst at the organization, by catalyst, I mean the Steering Committee, champion or leader.
For instance, they could direct you with " I want an, Admin Site, two Product sites and a Finance site and an HR site"


Ideally, you would want that person to email you an excel that looks like this to allow you to successfully create the new groups and apply the permissions. This could take some time to get, but provide them with this one, empty for them to fill out, and you might get a quick response.

SharePoint Group
Administration Site
Product Line A
Product Line B
Finance
Human Resources
Owners
Steve Doran
Helen Amaral
Debra Murphy
James Financier
Holly Francis
Members
Mindy Loo
Jocelyn McDoon
Katherine Baxter
Jordan McCluskey
James Duby

Talli Evangelista
Janet Caponata
Brenda Fleming
Heather Klugh
Shah Fariz


Doral Comeau
Gabriel Lopez




Ann Comton
Janet Moore








Visitors
All Employees
All Employees
All Employees
nobody
nobody




nobody
nobody


With that in hand, follow the below steps to create the sub sites:

Log into the site using the admin credentials
Using the Gear icon in the utility area, select Site Contents


Scroll to the bottom of this page and you will see where they hid the link to create a new Sub Site ;-)


Here you can name your subsite and set up security and navigation options
 



You now are asked to populate the new Security Groups.


You can individually add users here, but if you have a lot of users, this can take a long time.
Fortunately you have options.
1.      Windows Azure Powershell - See Blog Post on  'Howto configure O365 user passwords to never expire'
2.      Excel reformatting trick to get names to be able to paste into the People Picker box.
a.      You need to get your usernames in the format of email address or FirstInitial+LastName>
b.      To get that from "John Mongell" pop it into excel, Text to Columns, Space Delimited.
c.      Now take those two rows and split the first on delimited by first character.
d.      Now join that new initial with the last name column and append ";" 
example




After you click OK, your site will be provisioned.
Go back to the TOP LEVEL and do it again for the next site, but be sure to know where you are provisioning from!

 You don’t want to provision a sub site underneath the site you just created if it was supposed to be closer to the top.

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