We've started a new year and that usually means we make resolutions on how things will be different, better. Let’s make a resolution to design and manage our Office 365 environments right so we can find the information we need to get our work done.
You might already have your Office 365 environment up and running, or it may be you are just getting started. In either case, here are four tips to get you moving in the right direction.
Tip #1: Get a Handle on What’s in Your Environment Right Now
It often happens that after an Office 365 environment is set up the organization let users run wild, or at least use it the way they see fit. This could be because it’s a pilot and the organization is simply trying to get a feel for how the service works and what they can do with it, or it could be because users think they know their information best, so they organize it the way it works for them.
The trouble is, without a clear information architecture and governance plan, things get lost -- quickly. So what you need to do is take some time to understand what’s there right now, how it’s organized, who’s using it and how. It’s like a site audit, capturing information such as number of sites, size of sites, number of libraries and lists, number of documents, and so on.
Collecting this information will provide a quick view of your Office 365/SharePoint sites, providing key data points that will guide you on how to best manage your environment going forward. This could include expanding storage needs, reorganizing information and/or archiving content not used, changing security permissions and more.
Knowing what you have is the first step to a solid information management and governance strategy.
For those that are starting out with a brand new environment -- use this time to either collect stats on your on premises installation (assuming you are migrating to Office 365), or to collect information on the content you plan to move into Office 365 (this is a much bigger, harder task).
Tip #2: Clean up Large Lists
The maximum size for a list is 5000 items. That’s a lot of content. It’s not uncommon for SharePoint administrators to have to find and resolve issues with lists that have grown too large. It’s very likely that much of that content is no longer used or required. But it’s still there and it causes the information you really do need to become lost in a very large pile.
The idea is to provide a place where information can be easily found and consumed. A large list is not that place. So find those large lists in your environment, determine if there is information in the lists that can be archived or deleted and clean them up. You can also implement some controls, such as limiting the number of versions, to help keep the list under control going forward. Or, you may want to split a large list into smaller lists in some logical way.