Nanddeep Sadanand Nachan - Up and Running on Microsoft Viva Connections: Engage, Inform, and Empower Your Hybrid Workforce

Up and Running onMicrosoft VivaConnectionsEngage, Inform, and EmpowerYour Hybrid WorkforceNanddeep Sadanand NachanSmita Sadanand NachanUp and Running on Microsoft Viva Connections: Engage, Inform, and Empower YourHybrid Workforce Nanddeep Sadanand Nachan Smita Sadanand Nachan Pune, Maharashtra, India Pune, Maharashtra, India ISBN-13 (pbk): 978-1-4842-8605-0 ISBN-13 (electronic): 978-1-4842-8606-7 https://doi.org/10.1007/978-1-4842-8606-7 Copyright 2022 by Nanddeep Sadanand Nachan and Smita Sadanand Nachan This work is subject to copyright. All rights are reserved by the Publisher, whether the whole or part of the material is concerned, specifically the rights of translation, reprinting, reuse of illustrations, recitation, broadcasting, reproduction on microfilms or in any other physical way, and transmission or information storage and retrieval, electronic adaptation, computer software, or by similar or dissimilar methodology now known or hereafter developed. Trademarked names, logos, and images may appear in this book. Rather than use a trademark symbol with every occurrence of a trademarked name, logo, or image we use the names, logos, and images only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark. The use in this publication of trade names, trademarks, service marks, and similar terms, even if they are not identified as such, is not to be taken as an expression of opinion as to whether or not they are subject to proprietary rights. While the advice and information in this book are believed to be true and accurate at the date of publication, neither the authors nor the editors nor the publisher can accept any legal responsibility for any errors or omissions that may be made.

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Printed on acid-free paper Dedicated to our parents,Shri Sadanand Nachan and Mrs. Archana Nachan.Smita Sadanand NachanMy wife,Mrs. Sarika Nanddeep Nachan,andour lovely son, Aditya Nanddeep Nachan.Nanddeep Sadanand NachanTable of Contents About the Authors xiii About the Technical Reviewer xv Acknowledgments xvii Introduction xix Chapter 1: Microsoft Viva for Everyone 1 Hybrid Working Model 1 Benefits of Hybrid Working 2 Challenges of Hybrid Working 3 Employee Experience Platform 4 Microsoft Viva: Microsofts New EXP 5 Microsoft Viva Modules 5 Microsoft Viva Connections 5 Microsoft Viva Insights 6 Microsoft Viva Topics 7 Microsoft Viva Learning 9 Viva Goals 10 Viva Sales 10 Licensing Model for Microsoft Viva 10 Conclusion 10 Chapter 2: Microsoft Viva Connections Capabilities and Setup Prerequisites 11 A Modern Employee Experience 11 Viva Connections Desktop Experience 12 Dashboard 13 Global Navigation 14 v Table of ConTenTs Intranet Experience 14 Search Within the Intranet 15 Share Content 15 Feed for Viva Connections 15 Viva Connections Mobile Experience 17 Dashboard 17 Feed 18 Resources 19 Curated and Tailored Experiences 19 Curated Experience 20 Tailored Experience 20 Branding 20 Localization 20 Enable Multilingual Experience in SharePoint 21 Setting Up Viva Connections 21 Step 1: Prepare Your Intranet 21 Step 2: Set Up a Home Site 22 Step 3: Enable the App Bar and Global Navigation 22 Step 4: Create a Dashboard and Cards 22 Step 5: Prepare Content for the Feed 23 Step 6: Add the App to Teams 23 Step 7: Choose Mobile Settings 23 Step 8: Launch with End Users 24 Conclusion 24 Chapter 3: Prepare Your SharePoint Intranet 25 The Role of an Intranet in an Organization 25 Modern SharePoint Experience 26 Information Architecture 26 Navigation 27 Branding 28 Template Support 28 vi Table of ConTenTs Search 29 Collaboration 29 Performance 29 Multilingual 29 Flat Hierarchy 29 Hub Sites 30 Migrate from Classic to Modern SharePoint 32 Enable Modern User Experience on Lists and Libraries 32 Connect a Site to a Microsoft 365 Group 32 Modernize Classic Pages 32 Conclusion 33 Chapter 4: Home Site Superpowers 35 Plan for the Home Site 35 Stakeholder Engagement 37 Enable Engaging Employee Experience 38 Plan for Navigation 38 Personalize the Content 38 Monitor the Performance 38 Home Site Superpowers 38 Official Source of News 39 Home Site Features 39 Build the Home Site 40 Set Up a SharePoint Site 41 SharePoint Lookbook 43 Set the Site as the Home Site 44 Launch a Home Site 46 Make a Home Site Available to Everyone 46 Monitor the Home Site Performance 46 Schedule the Site Launch 48 Track the Home Site Usage 52 vii Table of ConTenTs Home Site vs Root Site 54 Root Site 54 Home Site 54 Best Practices for the Home Site 54 Conclusion 55 Chapter 5: App Bar and Global Navigation 57 App Bar 57 Global Navigation 59 Prerequisites 60 Set Up Global Navigation 60 Configure the Global Navigation 61 Multilingual Support for Global Navigation 65 Governance for Global Navigation 66 My Sites 67 My News 67 My Files 68 My Lists 69 Temporarily Disabling the SharePoint App Bar 70 Quick Tips for the App Bar 71 Role of the App Bar in Viva Connections 71 Conclusion 72 Chapter 6: Authoring the Dashboard and Cards 73 Basics of the Dashboard 73 Dashboard Mobile Experience 74 Dashboard Desktop Experience 75 Dashboard Exploration 75 Define Your Dashboard 76 Multilingual Support for Dashboard 77 Add Cards to the Dashboard 78 Mobile View 79 viii Table of ConTenTs Desktop View 79 Add a Card 79 Web Link Card 80 Assigned Tasks Card 82 Teams App Card 84 Shifts Card 85 Approvals Card 86 Top News Card 87 Card Designer Card 87 Preview and Publish Dashboard 92 Partner Solutions 93 Access and Install the Partner Solutions 94 Custom Development 95 Employee Dashboard Example with Cards 95 Employee Engagement 96 Facilities 97 IT Support 97 Pay and Benefits 97 Conclusion 98 Chapter 7: Define Your Content Feeds 99 Basics of Feeds 99 User Experience for Feeds 100 Sources of Content Feeds 103 User Experience for a Content Refresh 105 Content Ranking 105 User Actions on Feed 106 Role of Content Creator 106 Feeds from SharePoint 107 Organizational News Site 107 Designate a SharePoint Site as an Organizational News Site 107 Bring the News Experience to Users 108 ix Table of ConTenTs News Boost Feature 111 Insights and Analysis 112 Yammer 114 Feature a Conversation 115 Deploy the Communities App 116 Insights and Analysis 117 Microsoft Stream (Built on SharePoint) 120 Microsoft Stream (Classic) 120 Microsoft Stream (Built on SharePoint) 121 Migrating to Microsoft Stream (Built on SharePoint) 121 Video News Links 121 Step 1: Create a Sharing Link 121 Step 2: Publish the Video as a News Item 122 Conclusion 125 Chapter 8: Enable Viva Connections in Microsoft Teams 127 Understanding the Process 127 Permissions 128 Enable the Viva Connections App in the Teams Admin Center 128 PowerShell for Desktop-Only Experience 128 Enable the Viva Connections App for Both Desktop and Mobile Users 132 Customize the App Settings 134 Details Section 134 Icons Section 136 Define Policies for the App 137 Defining Your Rings for a Phased Rollout 138 Define Permission Policies 138 Assign Permission Policy to Users 140 Manage Permission Policies with PowerShell 143 Assigning a Permission Policy to the Groups 144 Points to Consider 145 x Table of ConTenTs Make the App Available to End Users 145 Define the App Setup Policy 146 Install the App 147 Pin the App to the Teams App Bar 147 Assigning a Setup Policy to Users 149 Assign a Setup Policy to Groups 150 Points to Consider 152 Viva Connections App in Action 152 Conclusion 153 Chapter 9: Define Mobile Settings for Viva Connections 155 Viva Connections Mobile Experience 155 Dashboard 155 Feed 155 Resources 155 Dashboard for Viva Connections Mobile Experience 156 Define Settings for the Mobile App 158 Conclusion 158 Chapter 10: Define End-User Guidance 159 End-User Psychology 159 How Easy or Difficult Is It? 159 Prepare Your Adoption Plan 160 User Engagement 160 Spread Awareness 161 Training 161 Measure the Success 162 Conclusion 163 Chapter 11: Extending Viva Connections 165 The Need for Extensibility 165 Extensibility Options with SPFx 166 Tools and Libraries for SPFx 167 xi Table of ConTenTs Extensibility with Web Parts 168 Extensibility with Application Customizers 169 Extensibility with Adaptive Card Extensions 169 Scaffold SPFx Solution for ACE 170 ACE Class (Base Class) 171 Card View 172 Quick View 173 Deploy the Solution 175 Conclusion 176 Chapter 12: Set Up a Governance Strategy 177 The Need for Governance 177 Governance for a SharePoint Intranet 178 Vision 179 Information Architecture 179 Policies 180 Site Creation 180 Navigation and Search 180 Branding 180 Custom Development and Deployment 182 Feedback 182 Training 182 Measure the Success 183 Governance Checklist for Home Site 183 Stay on Top of Changes 183 Microsoft 365 Roadmap 184 Message Center in Microsoft 365 185 Conclusion 185 Index 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