Azure Automation, PnP Provisioning and PnP PowerShell
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This document discusses using Azure Automation and PnP PowerShell to automate, administer, and provision Teams, Groups, and SharePoint sites. It provides an overview of Azure Automation accounts and resources. It describes how to use PnP PowerShell for provisioning through XML templates and the capabilities it provides. The document demonstrates provisioning a full Team with a custom list and tab using these tools. It also discusses options for building a UI for provisioning and lessons learned around using a modular approach and modern app authentication with PnP PowerShell.
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- 1. Azure Automation, PnP Provisioning and PnP PowerShell To automate, administrate and provision Teams/Groups/SharePoint Sites Amany Sakr, Markus Möller (Avanade)
- 2. About us • Background • Amany • O365/SharePoint Consultant • 7 Years of experience • MCP – Cloud platform • Markus • Dev/Architect/SharePoint SME • 25 years in IT, 10 years in consulting • Loves new ways of Dev such as SPFx, PnP Provisioning, Microsoft Graph • Public Blogger / Contributor PnP
- 3. • Basics • Automation Account Resources • . • . • . • UI Options Azure Automation • Basics • Authentication PnP Powershell • Scope • Capabilities • XML Templates (in Azure) PnP Provisioning • Provisioning Microsoft Teams / Groups / Sites • Support of PnP Components • Lessons learned Agenda
- 5. Basics – Why use Azure Automation? Azure Automation setup much simpler than comparing technologies PnP PowerShell one of the best ‚tools‘ to work with SharePoint Low # lines of code Can use same codebase for user requests as for administrative reasons „Lightweight“ provisioning engine approach But also scalable to high end ... But you need a UI except for administrative use ...
- 6. Azure Automation Account - Resources • The Modules • The Assets • Credentials • Variables • Certificates • The Runbooks • Jobs • Schedules • Source control
- 9. Quiz
- 10. PnP PowerShell • PnP Community project • Monthly update (+ emergency updates) • Based on CSOM and Microsoft Graph SDK (.Net) • Therefore versions for SPO, 2013, 2016, 2019 available • „The“ way to administrate modern SharePoint • E.g. Much more authentication ways than „SPO“
- 11. Authentication
- 12. Ways of authentication (unattended) Legacy Authentication with credentials Modern App based authentication App ID / Secret for Graph App ID / Secured with Certificate for SPO
- 14. Steps to establish modern auth • App registration with consented permissions • Sites.FullControl.All, (Termstore?), (UserProfiles?) • Create a self signed certificate with PnP PowerShell • Store certificate in Automation Account assets • Store AppID and certificate password in Automation Account assets Benefits: • No need to care for SiteCollection Admin • Less code needed finally! • Prevents user-context bugs (such as multi-lingual) • More stable
- 15. PnP Provisioning
- 16. PnP Provisioning How You Used To Provision Site Artifacts in the past ? CAML/XML –based Feature Framework What is the difference between the past and now? Cloud Why PnP Provisioning? necessity of Remote Provisioning techniques What PnP Provisioning? XML Template driven How to Use PnP Provisiong? Design Your Site, Export your PnP Template & Reuse
- 17. PnP Provisioning VS (Site Design & Site Scripts) Only Available in Sharepoint Online Taxonomy Provisioning not available Hardcoded implementation Only Site level provisioning Site designs are like a template. They can be used each time a new site is created to apply a consistent set of actions Available in both SPO & On Premises Taxonomy Provisioning Variables and Token support Tenant Artifacts Provisioning
- 18. Provisioning Engine Azure Automation SharePoint Online SharePoint Online Sites O365 Groups Teams Provision PnP XML Template
- 19. <pnp:Properties /> <pnp:SitePolicy /> <pnp:WebSettings /> <pnp:RegionalSettings /> <pnp:SupportedUILanguages /> <pnp:AuditSettings /> <pnp:PropertyBagEntries /> <pnp:Security /> <pnp:Navigation /> <pnp:SiteFields /> <pnp:ContentTypes /> <pnp:Lists /> <pnp:Features /> <pnp:CustomActions /> <pnp:Files /> <pnp:Pages /> <pnp:TermGroups /> <pnp:ComposedLook /> <pnp:Workflows /> <pnp:SearchSettings /> <pnp:Publishing /> <pnp:ApplicationLifecycleManagement /> <pnp:Providers /> <pnp:SiteWebhooks /> <pnp:ClientSidePages /> <pnp:Header /> <pnp:Footer /> <pnp:ProvisioningTemplateWebhooks /> 19 PnP Provisioning Recently published: <pnp:Team> <pnp:FunSettings /> <pnp:GuestSettings /> <pnp:MembersSettings /> <pnp:MessagingSettings /> <pnp:Security> <pnp:Owners></pnp:Owners> <pnp:Members></pnp:Members> </pnp:Security> <pnp:Channels> <pnp:Channel> <pnp:Tabs></pnp:Tabs> <pnp:TabResources /> <pnp:Messages></pnp:Messages> </pnp:Channel> </pnp:Channels> <pnp:Apps></pnp:Apps> </pnp:Team>
- 20. Provision a full Team with custom list and custom Tab Demo
- 21. UI options to start Azure Automation • SharePoint Framework Webpart • SharePoint Framework Webpart+AzureFunction • PowerApp / PowerAutomate / LogicApp • With (Premium) Connector • With webhook • .Net MVC App
- 22. UI options Demo
- 23. • Server side API issue • Detected: 14-May-2019 • Fixed 16-May-2019 • Roll out announced Within 36hrs • PnP Provisioning related issue • Detected: 14-May-2019 • Fixed PnP Core (.Net) • 15-May-2019 • Fixed PnP PowerShell • 15-May-2019 (2hrs later) 23 What if ... Support on PnP Open Source solutions Premium Support Open Source Community Support 84 hrs till solved 24 hrs till solved PnP Provisioning follow up issue • Detected: 16-May-2019 • Fixed PnP Core (.Net) • 16-May-2019 • Fixed PnP PowerShell • 16-May-2019 (2hrs later) Open Source Community Support 24 hrs till solved
- 24. Lessons Learned • Use modularized approach (better than 1 „big“ script) • „Problem solver“ Pattern: 1. Use PnP Provisioning Template 2. Use PnP Powershell 3. Use Invoke-RestMethod directly (Connect-PnPOnline, Get-PnPAccessToken help to auth) 4. Call CSOM code from PS directly 5. Write your own PS cmdlet • Big migration pattern: 1. Create ALL Sites/Groups/Teams 2. Provision ALL Sites/Groups/Teams 3. Do further steps with ALL Sites/Groups/Teams • Modern App Auth is not only „modern“ but solves lots of problems • Multilingual bugs, Site Collection Admin bugs, ...
- 25. Resources • Markus‘ Blog on Azure Automation • Microsoft demo on Provisioning Teams with Azure Automation • PnP Provisioning Issues (mostly Core issues) • PnP PowerShell Issues (if not Core related) • PnP Provisioning Schema and samples • SharePoint Online Provisioning Service (beta) • Modern SP authentication with PnP PowerShell
- 26. Thank You