@info – The practical side of SharePoint

Branding your O365 Tenant

Posted by sharepoinTony on September 11, 2019

OK, before the real designers and branding experts out there dig in…let me state that this is not ‘true’ branding. I use the term branding simply because I think it is more recognizable for the majority.  I also don’t feel that people looking for the following information will search on something else.

So What is it I am talking about?

Simple settings and steps you can take to apply your corporate colors and logo to your O365 tenant/sites.

First of all, this will be the first of at least 2 posts related to the same topic.  So hang in there.  I am going to start with Tenant Settings and in the next post cover how to “lock-down” your sites so people won’t change the corporate color scheme and logo that you set up for them.

Considering that O365 is all about empowering people, this may seem counter-productive.  However I think most companies out there want consistency in their sites and many don’t want kitten themed sites unless they are a company focused on cats.

So let’s get to it.

Navigate to: Office Admin Center>Settings>Organization profile

Edit the “Manage custom themes for your organization” section

Upload your logo!

Make the logo clickable – this may be very handy, but it isn’t required

Depending on your company policy for branding you may NOT want to select/upload a Background Image

**Key Item** Check the “Prevent users from overriding their theme” check box

Set the Accent Color, Navigation bar, Text and Icon Colors – your site may have different options based on the type of tenant you have and the license levels…but there will be 3 color choices for you to make.  This sets up the theme for you.

Click Save

Note that it may take a while for these changes to filter down to all of your sites.  Typically the admin center gets it immediately.

Now you have the basic settings in place that will apply to all of your O365 sites.  Super simple yes.


Posted in O365, Tips and Tricks | Comments Off on Branding your O365 Tenant

New Life, Old stale site

Posted by sharepoinTony on September 3, 2019

Unlikely anyone is reading this as stale as the site is…but here is a little history and future plans for anyone out there.

Believe it or not I had a lot of posts after 2014 but they went to a new site hosted elsewhere.  Family life/health took over and it was slim postings, especially after sometime in 2017.  That led to the hosting company to delete my site and all content.  That stuff is gone, long gone.  No crying over spilled milk as the old saying goes.

The good news is I plan to breath some new life in this site.

Current plans are to fast forward to my current activities, so you can expect to see posts on topics ranging from SharePoint, O365, Azure, PowerShell, and who knows what else I end up working on.  I may have to change the name of the site – or at least the tag line.  For now I will only commit to posting something more frequently than every 5 years!

If you have been here or checking back from time to time….I thank you with full heart.  Life has given me some big road blocks and many challenges still lie ahead, but it is time for me to at least attempt to peek my head out from under water and re-engage as best I can.  Here goes….



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#SPSSD SharePoint Saturday San DIego 2014

Posted by sharepoinTony on November 7, 2014

This is a rough edit version – for the final version please go to my active blog:

#SPSSD SharePoint Saturday San Diego 2014

The #SPSSD 2014 event is shaping up to be something special, from start to finish and everything in between.

Why is this so special?

Well, let’s look at some of the stats to get the story started.

· We have over 127 different companies represented in attendee registrations.

· We have roughly 300 people registered to attend.

· We have 14 fabulous sponsors who are making the event possible – and Free to attendees!

· We have @ 23 speakers volunteering their time and weekend to present at the event.

· Among those speakers are SharePoint MVP’s, widely recognized authors and trainers as well as coveted expert speakers – all nationally or internationally known.

· Additionally, we have many great speakers who may not be as well-known but are full of experience and are experts in their own right.

· We have 6 tracks and nearly 30 sessions covering topics for Business, End User, IT Pro, Developer, Office 365 and Sponsor Solutions – the day is jam packed with SharePoint gems.

· UCSD Extension is our venue – and it is perfect for a SharePoint Saturday, with fully equipped professional classrooms and facilities that are comfortable, we couldn’t be more lucky.

Now let’s add the pre and post events to the mix. Speakers will be treated to a beach party luau complete with ukulele serenades and hula dancers around a beach bon-fire. Attendees will be treated to lunch during the event and have the opportunity to mingle with the speakers, sponsors and each other at the SharePINT post-event gathering. Saturday wraps up San Diego Beer Week, and so it is fitting for us to host the SharePINT gathering at the La Jolla Brewing Company (LBC).

Due to our sponsors’ willingness to make this an awesome event, and K2 for providing extra funding to help host the SharePINT, we will have the Tasting Room at LBC reserved for our private party. How much better can it get – SharePINT, Beer Week, and a private room at a brewing company? How about a free drink or two! LHC offers a full bar, appetizers and a great dinner menu that should accommodate everyone’s tastes. What a great way to wrap up a full day of SharePoint sessions.

For the “cherry on top”, we also have some great prizes for the raffle….so I encourage you to stay for the day, pick up a prize during the raffle and then join us at the SharePINT. The whole package is what makes this a special event.

Posted in Announcement, Commentary | Comments Off on #SPSSD SharePoint Saturday San DIego 2014

A Secure Browser

Posted by sharepoinTony on October 29, 2013

I recently read this article:! and I like the concept.

First of all, I really like the idea of businesses using one browser for internal browsing and another for external (which is a more secure browser). This is just common sense and a simple solution.

Granted it isn’t fool-proof, nor would it be ‘easy’ to get business users to switch browsers for different activity. But I speak from my perspective, as a user who uses 2 different browsers at work every day already. I just like being able to jump to one browser where I am researching or have reference material open and then back to another where I am working on something.

Secondly, I think it makes sense to have a browser that Doesn’t allow any advertising or tracking, that makes the tool good for business use.

Why would your company want to help marketers track your users?

Why would your company want to help advertisers distract your employees?

Why wouldn’t your company want to use a secure browser?

The COST of a business-focused browser may go up from free to some dollar amount. But take that in context – how much cost is there in your business trying to secure your browsers, limit your employees browsing or repairing systems damaged by a virus, worm or ransomware?

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Posted by sharepoinTony on March 15, 2012

I have moved my blog to a SharePoint Foundation 2010 hosted site.  Seems to make sense, doesn’t it?

Please update your RSS Feed, Links or other connections to my blog to for continuing updates.


Posted in SharePoint 2007 | Comments Off on Relocation

Retention Policy Fails to Delete Records

Posted by sharepoinTony on January 29, 2012

Retention settings in SharePoint 2010 are pretty straight-forward.  There are Stages, which allow you to define actions taken on the document/item in a sequence.  You create a retention stage by creating an Information Management Policy, select your retention actions and voila you have established a simple retention.  SharePoint 2010 allows for multi-stage retention, the ability to trigger custom workflows, and apply your policy to folders.

The other day I was Declaring Records and setting Retention, specifically setting a deletion date for records based on a Content Type

My first stage declared all documents (based on a content type) as a record 1 day after a date from a specific date column of the specified content type. Dandy.  I defined the stage under the “Non-Records” section.  I went on to create a 2nd retention stage which Permanently Deleted the document 2 days after the date in that same column.  I also was careful to select the “Use the same retention policy as non-records” option in the Records section.  Now all I had to do was upload some documents, apply the appropriate metadata and sit back & wait.

[Note that the # of days used was specifically to allow me to test the retention behavior.  Once I verified the behavior in various scenarios I planned to update the policy to actual time periods that were appropriate for this content type.  I recommend you always test your Information Management Policies and Retention stages, especially for company Records!]

Several days later I discovered that although documents were now “Records”, none had been deleted.   I checked for errors, checked both the Information Management Policy and Expiration Policy Timer Jobs, but found nothing to indicate a problem.   After searching online and finding nothing that would expose the problem, I decided to change my policy.  I deleted the 2nd stage under Non-Records and created a new single stage under Records.  The stage contained the same retention information as the original…with the exception that I set deletion to 1 day after the date rather than 2 days.  I wanted to speed things up. 

I really wanted to speed things up so I went to the Timer Job Definition for the Expiration Policy and selected Run Now to force the timer job to run rather than waiting another day.  The documents that had been declared records previously, with the appropriate date that would indicate deletion, WERE deleted by the policy.  I honestly don’t know if this is “expected” behavior or not, but it was what I experienced on two different SharePoint 2010 farms.

It appears to me that if you are using a Retention Policy to Declare a Record, and you want to take some other action later such as Move to Recycle Bin or Permanently Delete you must place that stage in the Records section.  Don’t trust the radio button that declares “Use the same retention policy as non-records” without testing the stages you created. 

Posted in SharePoint 2010, Tips and Tricks | Tagged: , , | Leave a Comment »

Moving OneNote between SharePoint environments

Posted by sharepoinTony on January 12, 2012

If you who have discovered the benefits of using OneNote shared notebooks AND have sync’d the notebook in a SharePoint library…this post is for you.

We started using OneNote 2010 with our MOSS 2007 farm, and because of the kind of shop we are – we setup a new SharePoint 2010 environment to run beside our MOSS farm.  Fast forward to January 2012 and our SP2010 environment is our ‘production’ intranet now.  Our MOSS environment is still chugging along and we are going to keep her for a while, but how we use that farm has changed significantly over time.

Now that our SP2010 farm is heavily used, we don’t like that we still have a shared OneNote notebook lingering out there in the old MOSS environment.   We do have other OneNote notebooks out there, but they are old, smelly notebooks that we don’t really use.  We keep them because they are now an archive of specific notes.

There is one notebook however that is still alive with activity, so we just want it ‘where we are’.  We have a better home for that notebook.  One that we visit daily and where we have other related content.  So it was an easy decision to move the notebook from the MOSS library to the shiny SharePoint 2010 library where it belongs.

OK enough of the back-story.  Down to the nitty gritty…

To move your OneNote 2010 notebook

  1. Open the SP2007 library in Explorer
  2. Open the SP2010 library in Explorer View
  3. Guess the next step….yep drag the OneNote folder from one to the other
    • yes, you can copy and paste -or- cut and paste if you prefer that to being a bully by using ‘drag’ method

Whew! That was tough.  WAIT, there is more!

Notify the people sharing that notebook of the new location, they will have to ‘change location’ to sync to the notebook.  Here are the arduous steps:

  1. Right-click the NoteBook
  2. Select Properties
  3. Click the Change Location button
  4. Click the address bar and type or paste in the URL to the new document library
  5. Click the Select button

I chose to send folks these steps as part of the message that the notebook was now in it’s new home.

We now return you to your regularly scheduled SharePoint blog browsing.   Happy Notes.

Posted in SharePoint 2007, SharePoint 2010, Tips and Tricks | Tagged: , | 2 Comments »

2011 in review

Posted by sharepoinTony on January 2, 2012

The stats helper monkeys prepared a 2011 annual report for this blog.

Here’s an excerpt:

The concert hall at the Syndey Opera House holds 2,700 people. This blog was viewed about 25,000 times in 2011. If it were a concert at Sydney Opera House, it would take about 9 sold-out performances for that many people to see it.

Click here to see the complete report.

Posted in SharePoint 2007 | Leave a Comment »

A few words about the Daily paper

Posted by sharepoinTony on December 22, 2011

The _______ Daily is out!

Like anything else in this world there are pros and cons to the Twitter driven produced “Daily”.  Many people have them; they are easy and some say fun to create.  Many others hate them because of the daily tweet reminding you that the new edition is out.  Although there are options for Weekly versions, not many choose that option.

While there are good arguments around these “papers”, both for and against publishing them, I find them useful and am willing to ignore the dozens of tweets announcing them daily.  Live and let live.  Some people want them, like them, and use them.  Why does that have to hurt YOU.  If you are using twitter you are getting gazillions of tweets passing through your stream.  A few dozen more is minor in the scheme of things.  Now let’s get on to the meat of this post.  I believe that there are some nice features to the product that are overlooked as benefits.  What is that you say, benefits?

Have you ever scanned a tweet, rushing by in the stream, noted something of interest but just didn’t have time to go off and read the linked article?  You can’t ‘favorite’ every interesting tweet you see.  Later, you think of that tweet, dang who tweeted that?  Was that yesterday or the day before?  Scrolling through your stream looking for something like that is painful.  If you haven’t tried that, go ahead and try it – I will wait.  What do you search in twitter?  Will a hash-tag really help?

Archives image

OK, now a few hours have gone by and you are back here waiting for me to get to the point.  The feature I speak of is the little ‘Archives‘ icon way up at the top of the paper.   This gem allows you to pick a date in time and see the paper generated on that day.  This is a much easier way to find that missing tweet.  You can browse through the paper to find the article that you wanted to read.  Clicking this icon pops a little calendar that allows you to pick the date.  Didn’t find what you were looking for, just click Archives again and try a different date.

So not only can you use the Daily Paper as a way to review tweets gone by, but you can go back in time to find the things you wanted to see.  Some days I don’t go into twitter at all, I just review my daily paper The sharepoinTony Daily.

Another good feature to use, often in conjunction with the Archives is the ability to “See all articles”:

List Articles

Selecting this link will provide you with a list of all the articles.  This list is in a more efficient format for scanning through tweets captured by that edition of the paper.  The link is located on the far right side of the horizontal navigation at the top of the paper.  Also notice the two little icons under the “See all articles” link.  If you are looking for a tweet that had a link to a photo or video, these icons are your friends.  Choosing them will provide you with those tweets grouped on their own page.

Talking about that horizontal navigation…



Those topics are not always perfectly categorizing tweets, however they do group tweets and selecting a topic will give you a full page of tweets that were placed into the category.  Sometimes clicking through those categories is a great way to see something you missed in the stream or elsewhere in your tweet search.

Browse the tweets of the day, the paper is a relaxing alternative to the tweet stream.  For me it is a way to keep up with some of the tweets for those times when I can’t stay engaged on twitter live.


Posted in Tips and Tricks | Tagged: , | 1 Comment »

Stale for a reason

Posted by sharepoinTony on December 12, 2011

The holidays are here and this blog has been neglected for long enough. The neglect is not without cause; I have simply been quite busy with SharePoint installations, upgrades, migrations , implementations and family matters. Everyone seems to experience the hectic feeling that seems to captivate us at the end of the calendar year. But the time has come for me to play a little “catch-up” with this blog.

I have a few things pending, so I won’t offer up much now, however I have started working on a few changes that I hope to have in place by New Years.

Until then,
Happy Holidays & thanks for browsing my blog!

Posted in Announcement, Commentary | Tagged: | Leave a Comment »