Blog: SharePoint Site Provisioning Chaos or Control?

August 1, 2017 Jeremy Minich

SharePoint Site Provisioning with DocAuto

The Challenge with Site Provisioning

The good news about SharePoint is that it’s easy to get started. The bad news is that before you know it you could end up with SharePoint sprawl, thousands of unmanaged sites with no consistency in how they were created or configured.  If you have an Information Governance plan for SharePoint, there’s a REALLY good chance that not everyone is adhering to it when they create a site.  Each new site brings with it potential risks from incorrect permissions and security settings, or inconsistent configurations like version settings or use of Content Types.  Whether you need to create a few sites or a few thousand, DocAuto’s SPorganizer™ solution can help automate this process with a simple Blueprint.

Even if you think you have it under control, it’s better to have a solution in place so that you can ensure consistency and standardize how your sites are being created. In addition, you can gain insight and visibility into what’s happening across your SharePoint environment to make sure your sites are secure and in compliance.

Gain Control of Site Provisioning with SPorganizer

There are various methodologies for SharePoint site provisioning in SPorganizer and I’ll touch on a few.  You may be spinning up a new Site Collection for a new division of your organization that will have many subsites for the various departments, along with custom lists and libraries, all with different groups and permissions.  Or you may need to facilitate one off incoming site creation requests and ensure they are always created in a standard fashion that follows your Information Governance plan.  Either way, SPorganizer is the solution for these two site provisioning scenarios, and much, much more.  Let’s take a look at the first scenario.

Provisioning Many SharePoint Sites from a Data Source

You can leverage data from just about any source to automate processes in SPorganizer, but here we’ll take a look at a new feature that gives you an Excel-like interface to input the data points you want to use to drive your bulk site provisioning process.

We’ll start by creating a static data source in SPorganizer to define our department sites and the owners for each department along with their permissions.  This is easily accomplished in SPorganizer using the Excel-like interface:

Define SharePoint sites with SPorganizerNow that we have our data in place, with SPorganizer, we can automate the entire provisioning process with a very simple Blueprint.  Our Blueprint uses variables from our data source that will step through each row and automatically provision the objects:

Automate provisioning with SPorganizer

 

 

 

 

 

SPorganizer Blueprints for SharePoint Provisioning

Within our Blueprint, we can also ensure that we are adhering to our Information Governance plan by consistently setting features for our Sites, Libraries, and Lists:

Ensure SharePoint Information Governance with SPorganizerEnsure SharePoint Information Governance with SPorganizerNow that our Blueprint is complete, we can preview what will be provisioned within SharePoint prior to executing the job:

Preview SharePoint Provisioning with SPorganizer

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Key Takeaway

While this is a small data set, imagine creating Department sites, along with creating Groups and adding users with permissions manually, all while trying to ensure consistency and standardization throughout the process.  That’s not an easy task without a solution like SPorganizer.

Interested in learning more?  Schedule a demo of SPorganizer today!

SPorganizer is a trademark of DocAuto, Inc. SharePoint is a registered trademark of Microsoft.

 

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