Category Archives: SharePoint

Sites.Selected API permissions for SharePoint access

Sites.Selected permissions are required for the non-interactive applications to get access to a specific SharePoint site using Microsoft Graph API and/or SharePoint API.
(Since Microsoft announced EOL of SharePoint App-only service principals, Sites.Selected is the only option going forward). Below are

Brief overview of Sites.Selected

Historically, we utilized so called SharePoint app-only service principals to get unattended (daemon/service) access to one specific site programmatically. Initially in on-prem, later in SPO. SharePoint app-only service principals use ACS-based authentication and allow calls to SharePoint (REST) API and usage of SharePoint CSOM.

Then Microsoft started developing Graph API. You’d need to register your app in Azure to get App Id and App secret to authenticate to Microsoft Graph API. You’d also configure specific API permissions for this app to get access to services you need. Unfortunately, for a long time there were no options to get access to only one specific site with Graph API. Available API permissions allowed access to entire SharePoint only.

Then, in 2021 Microsoft introduced Graph API “Sites.Selected” application permissions. Hooray! The problem was dev had to have two service principals – new Sites.Selected to call Graph API and classic SP-App-only to call SharePoint API. Later, in 2022 Microsoft implemented SharePoint “Sites.Selected” API permissions… More on this

Long story short, below are the detailed steps to configure Sites.Selected for you unattended app access to SharePoint site.

Steps to get and configure Sites.Selected permissions

1. Register an application in Azure (Entra Id) via Azure portal GUI, PowerShell script or helpdesk/servicedesk request. E.g. with GUI you’d login to portal.azure.com,
the search for “App registrations” and select “+ New registration”:

With PowerShell you’d do it with e.g. Register-PnPEntraIDApp cmdlet.

If you are not allowed to register an Entra Id app due to permissions restrictions in your company – connect with your IT/admins, as there must me some way to request an app.

Once you get an application registration – you are this app owner now – you should be able to navigate to your app registration and configure it (see Step 2 and below).

2. Update the app “API permissions” – so both – MS Graph API Sites.Selected and SharePoint Sites.Selected application API permissions are configured:

Request tenant admin consent for your API permissions. Finally your app registration “API permissions” should look like:

3. App Secret or Certificate
Under Certificates and secrets – generate client secret, copy secret value to safe location.

Or you can obtain trusted (or create a self-signed) certificate, and upload it to your app registration. Certificates are considered as more secure option then secrets.

4. At the Overview page – grab your app client id and tenant id :

At this moment, having tenant id, app (client) id and client secret (or certificate) – you should be able to authenticate against Microsoft 365 tenant with app-only authentication path.

But! Having just Sites.Selected API permissions configured for app does not mean your app has access to any SharePoint site. Access for the app to a specific site is provided by SharePoint team via Graph API calls. That leads us to the next step.

5. Application access to SharePoint site
You need to request this from your SharePoint service admin (or if you are an admin – DIY), but access needs to be provided for the specific app to the specific site with specified permissions (Read-Only or Read/Write or Manage or Full Control)
Here is the Graph API
Here is PowerShell PNP cmdlet

Interesting that MS Graph advertises 3 possible roles – read, write and owner, but PNP team says you can select from 4 roles – Read, Write, Manage or FullControl.

Obviously, Read role allows an app to read site content;
Write role is similar to “Contributor” user permissions – it allows CRUD operations against list items (library documents and metadata), but does not allow create/update/delete lists/libraries (for this – you’d need Manage role).

Use Sites.Selected permissions

Once your SharePoint tenant/service admin confirmed that access has been provided – you can use app client id and client secret (or certificate) to work with SharePoint from your code using Graph API. There are some good tutorials published:

Generally, this Sites.Selected permissions allows you to make calls that are documented under “Files” and “Sites and Lists” Graph API documentation. I.e. get site details, get site lists/libraries, create lists and libraries, CRUD operations against list items, download/upload library documents – all within the specific site. Sites.Selected permissions does not allow search operations, anything related to group or team etc.

If you have concerns if permissions for your app were provided correctly or not – you can validate your app access to the target SharePoint site with simple PowerShell scripts: here is the sample code

Note: Sites.Selected API permissions allows you call Microsoft Graph API with client Id and client secret. Calling SharePoint API with client secret is not supported. You have to use client id and certificate to call SharePoint API having app with Sites.Selected permissions.

Call SharePoint API with client Id and client secret is possible only if ACS-based permissions are provided for the app to the site, which is not recommended due to announced retirement (see below).

Secure your credentials

You do not want to hard-code your client secret as you do not want your credentials be leaked. So you need to secure your secrets in production. Solutions for secrets are included in cloud providers offerings, you can also use GitHub environment variables. If you are hosting your application in Azure – consider using key vault to keep your secrets. You can configure managed identity for your application and provide access to the key vault for you application managed id.

Govern Sites.Selected permissions

(For SharePoint admins).

Existing admins API/cmdlets allows yo to provide Sites.Selected permissions for specific app to specific site, and to get Sites.Selected permissions provided to the specific site. But there is no API/cmdlet for the specific app to get all sites (with permissions) this app has access to. Meantime as SharePoint admin if you keep providing permissions upon users/devs requests – after some time you have no idea what app has access to what site with which level of access, especially in large organizations.

Surely you can (and should) pull reports on all registerd apps with access to SharePoint, but…

There is a solution developed by Joe Rodgers (Microsoft). This solution use SharePoint list as an inventory/storage and Power Automate flows to pull data from Entra Id and SharePoint and provides kind of dashboard so you can review details of all app registrations in the tenant with at SharePoint Online permission. Cool!

Note: you would not provide Sites.Selected permissions just upon user/developer request. You’d always get an approval from target site owner. Target site owner must understand that application will have permanent unattended access to entire SharePoint site with permissions specified (read or write or manage or full control).

Sites.Selected permissions provisioning automation

(for SharePoint admins)

Generally, to provide an Application with Sites.Selected API permissions configured access to a specific site, SharePoint admin would run a set of PowerShell commands (or C# program or…) to ensure the client id exists, API permissions are configured and consented, to get app owners, target site owners, to get existing app permissions etc. Finally, admin would provide permissions and validate that permissions were provided correctly. It does not take long…

But in medium and large environments number of requests could be significant enough to start thinking of automation. I do have a separate article and video on Sites.Selected permissions provisioning automation.

Classic ACS permissions vs Sites.Selected permissions

Note: ACS-based permissions are deprecated:
Your SharePoint admin doesn’t allow site owners to create/update ACS principal ⋆ Vladilen Microsoft 365 engineer

Though Sites.Selected is our choice going forward, old classic ACS-based App-only permissions have some advantages (unique features) Sites.Selected does not have, e.g. ability to provide permissions not to entire site, but to specific list or subsite only. You can get more details checking this article for Comparison between Azure Apps and Entra Id Sites.Selected API permissions vs SharePoint app-only spn and ACS-based permissions.

Update:
Microsoft announced decommissioning of ACS permissions. So using ACS for any new development is not recommended.

It may be acceptable to grant ACS permissions to existing custom applications or third-party or Microsoft apps/web apps (e.g. Alteryx, Azure Data Factory) – applications that only support a client ID and secret and use the SharePoint API under the hood – but only to avoid disruption to business processes and keeping in mind that ACS will expire soon, so these applications must be replaced/updated before 2026.

Update: Microsoft implemented granular (permissions to list, item or file) alongside with Sites.Selected permissions. Original implementations of Sites.Selected allowed access to entire site collection only. With new ‘Lists.SelectedOperations.Selected’, ‘ListItems.SelectedOperations.Selected’ and ‘Files.SelectedOperations.Selected’ permissions it is possible to provide application permissions to list, library or list item or particular document (reference).

References

SharePoint AppRegNew.aspx and AppInv.aspx

There are well-known SharePoint app-only service principals and ACS-based permissions. It is kind of old-school way – introduced as part of Add-Ins for SharePoint 2013 – to get unattended access to SharePoint site (application access, i.e. access without user presence). Such apps are called daemon apps or service apps or background jobs etc…

Microsoft announced retirement of ACS in 2026 and takes measures to stop using ACS in new and existing tenants. For you to smoothly switch to new, recommended Entra Id based service principals and permissions – it is important to know some details about classic app-only service principals and ACS-based permissions.

As you know, any access is a two-step procedure:

  • Authentication, when systems ensures you are indeed the one you claim you are
  • Authorization, when system grants you access to the resource, as it knows that this id is allowed to access such and such resource with these permissions

So, when it comes to deprecated SharePoint app-only service principals and ACS-based permissions, AppRegNew is responsible for authentication and AppInv is responsible for authorization.

AppRegNew.aspx

To get a SharePoint app-only service principal – you’d need to register a new one at any SharePoint site using the AppRegNew.aspx page. This page is not available from GUI, so you’d need to type the Url manually. You’d need to be a site collection admin to register a new app.

Let say, your site Url is “https://YourTenant.sharepoint.com/teams/YourSite“.
Then this appregnew page’s Url would be
“https://YourTenant.sharepoint.com/teams/YourSite/_layouts/15/appregnew.aspx

If you go to this page, you’ll see (*) something like

You’d click generate client id, then generate client secret and type your app display name. I usually use “localhost” as app domain and “https://localhost” as redirect Url.

If all good – you’d get app id (client id) and app secret (client secret) and you’d be able to authenticate to your SharePoint site.

AppInv.aspx

Providing permissions for your SharePoint app-only service principal to your SharePoint site is done using AppInv.aspx page. This page is also not available from GUI, so you’d need to type the Url manually again. You’d need to be a site collection admin to use this page.

Let say, your site Url is “https://YourTenant.sharepoint.com/teams/YourSite“.
Then this appinv page’s Url would be
“https://YourTenant.sharepoint.com/teams/YourSite/_layouts/15/appinv.aspx

If you go to this page, you’ll see (*) something like

At this moment – you need to enter app (client) id here and click lookup – so all the app metadata would be populated, then you’d need to enter Permission Request XML.
Via this “Permission Request XML” you are specifying exact permissions your app will have in this site. E.g. you can specify scope – all site collection or one specific subsite (web) or even one specific list or library. Also you can specify permissions level – e.g. read, read/write, manage or full control. This is tricky, but let me share some examples with you.

Permission Request XML for the app to have full control over entire site collection:

<AppPermissionRequests AllowAppOnlyPolicy="true">  
   <AppPermissionRequest Scope="http://sharepoint/content/sitecollection" 
    Right="FullControl" />
</AppPermissionRequests>

Permission Request XML for the app to have read access to a subsite (web):

<AppPermissionRequests AllowAppOnlyPolicy="true">  
  <AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web" 
   Right="Read" />
</AppPermissionRequests>

Permission Request XML for the app to have read/write access to a list/library:

<AppPermissionRequests AllowAppOnlyPolicy="true">  
   <AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web/list" 
    Right="Write" />
</AppPermissionRequests>

Any mistake in XML might prevent app access, so be very careful.

Finally, your AppInv.aspx page would look like

If you specify scope as web – you’d do it on the specific web url, e.g.
“https://YourTenant.sharepoint.com/teams/YourSite/SubSite/_layouts/15/appinv.aspx”

If you specify scope as list – you’d do it on the specific web url, e.g.
“https://YourTenant.sharepoint.com/teams/YourSite/SubSite/_layouts/15/appinv.aspx”
and after you click “Save” – there will be a page – you’ll be asked to choose a list from available web lists.

After all, you’ll be asked to confirm that you trust the app:

And after that your app (SharePoint app-only service principal) will have access (ACS-based access) to you site.

AppPrincipals.aspx

From site settings page (/_layouts/15/settings.aspx) you should be able to see apps registered on your site with “Site app permissions” or “Site collection app permissions” links available via GUI. That would be “appprincipals.aspx” page.

Unfortunately, you cannot see you app permissions here or your secret expiration time. Some date can be pulled via PowerShell with Get-PnPAzureACSPrincipal

Possible complications

After Microsoft announced retirement of ACS – you can see this message on appinv and appregnew pages:

You might also see “Your SharePoint tenant admin doesn’t allow site collection admins to create an Azure Access Control (ACS) principal” message at appregnew page and “Your SharePoint tenant admin doesn’t allow site collection admins to update app permissions. Please contact your SharePoint administrator.” at appinv page.

That’s because a recent update to Microsoft 365 (MC660075) pushed by Microsoft in Aug/Sep 2023 changes default behavior so only tenant administrators can create or update ACS service principal by default.

If you are facing issues above – or you want to switch to modern Entra Id service principals, but by some reasons you need ACS-based permissions – here is the article on “Entra Id vs ACS for SharePoint and how to survive during transition period

References

Connecting to Microsoft 365 SharePoint and Graph API from Azure Function App

Let say you need to run some code against Microsoft 365 on a scheduled basis. For this, you can use Azure Function App and timer-triggered Functions. From the code you’d call Microsoft Graph API and/or SharePoint API, so you’d need your Function to get credentials on the fly and use it to call APIs. For this – you’d have a key vault where credentials will be be stored and retrieved by functions when needed. Here we’ll create, configure and secure a scheduled Azure Function and Azure Key Vault.

First, we’ll create a resource group, e.g. “Azure-Func-Secured”.

Next, we’ll create a function app:

We’ll avoid the default “Flex Consumption” service plan (as it is Linux-only and does not support dependencies) and select “Consumption” a hosting option for now:

Runtime stack we’ll be using is PowerShell Core 7.4, but you can choose your own (options are – Python, .Net (C#), Node.js, Java). Let us leave other configuration settings by default (e.g. Enable Public access: On) for now, we’ll fix (secure) it later.

Ok, the function app has been created. Notice that app service plan, application insights and storage account, as well as some other services were created automatically under the same resource group:

Now we can create one or more functions under this function app, also we’d need to create a key vault and a registered app. Let us start with function and VS Code would be our environment of choice.

Let us start Visual Studio Code in a separate folder. Ensure you have “Azure Functions”, “Azure Resources” and PowerShell extensions by Microsoft. You’d sign-in to Azure:

and create a function project:

You’d choose “Timer triggered” function (as we need the function running on schedule), the function name would be MyScheduledFunct01 and we’d leave the default schedule as “0 */5 * * * *” – so our function will be triggered every 5 minutes.

Let us deploy the function right away and see if it works. For this, we can use “deploy” icon under “WORKSPACE” panel:

or “Deploy to function app” option from the function app context pop-up menu under the Azure “RESOURCES” panel:

After successful deployment give it some time, then check function invocations and ensure function is triggered an running:

Next, we’d update “requirements.psd1” to include Azure Key Vault and PnP PowerShell modules as it takes some time for the function app to pull in and install dependencies. Requirements.psd1:

# This file enables modules to be automatically managed by the Functions service.
# See https://aka.ms/functionsmanageddependency for additional information.
#
@{
    # For latest supported version, go to 'https://www.powershellgallery.com/packages/Az'. Uncomment the next line and replace the MAJOR_VERSION, e.g., 'Az' = '5.*'
    # 'Az' = 'MAJOR_VERSION.*'
    'Az.KeyVault' = '6.*'
    'PnP.PowerShell' = '2.*'
}

And we’d update function itself to monitor if dependencies are installed, than we’d deploy the function again so time would work for us. MyScheduledFunction/run.ps1:

# Input bindings are passed in via param block.
param($Timer)
$currentUTCtime = (Get-Date).ToUniversalTime()
if ($Timer.IsPastDue) {
    Write-Host "PowerShell timer is running late!"
}
Write-Host "PowerShell timer trigger function ran! TIME: $currentUTCtime"
#############################################################################################
Write-Host "Check modules installed:"
Import-Module PnP.PowerShell 
Import-Module Az.KeyVault
Get-Module PnP.PowerShell
Get-Module Az.KeyVault
Write-Host "Check command available:"
Get-Command -Name Connect-PnPOnline -Module PnP.PowerShell

At first, we might see warning like “The first managed dependency download is in progress, function execution will continue when it’s done. Depending on the content of requirements.psd1, this can take a few minutes. Subsequent function executions will not block and updates will be performed in the background.”. So we’d just wait.

After some time the function will be able to use required modules. Here is the invocation output example:

App Registration
To get unattended access to SharePoint (or Teams or Exchange etc.) as a service (daemon) application – we need credentials. It is done via “App Registration” under Entra Id (Azure AD) – here is the detailed step-by-step guide on registering apps in Azure.

Finally, we’d have a service principal with permissions we need:

We do not hard-code secrets, so let us create a key vault to keep secrets safe:

We’d leave all other configuration option by default, including “Azure role-based access control”, Allow access from: All Networks etc.

Here is the trick: even if I created this key vault and have an admin-level access, I’m not able to work with secrets values. So I need to provide additional access to myself. Being at the key vault, navigate to “Access control (IAM)” and add role assignment…

We’d select “Key Vault Secrets Officer”, next, select members… and select own name:

From this moment you should be able to CRUD secrets with values.

Now, let us generate a secret under App registration and copy secret value:

Then navigate to the Key Vault -> Object/Secrets -> Generate/Import – and save the secret value there:

Now you can get this secret… but the function cannot reach the secret… Here is the proof. Let us update the function code with:

Write-Host "Get secret from the key vault:"
$vaultName = "azure-func-secrets"
$secretName = "azure-func-secured-01"
$kvSecret = Get-AzKeyVaultSecret -VaultName $vaultName -Name $secretName -AsPlainText
Write-Host "Secret:" $kvSecret.Substring(0,3)

and check the function output. You’d see something like (which is not very descriptive):

So, how’d we allow key vault access for the function app? It’s as simple as that:
– first, we’d need some identity assigned to function app
– second, we’d provide access to the key vault to this identity

Managed Identity: assign an identity to the function.
For this, you’d go to function Settings/Identity, and under System Assigned, you’d switch status to On and Save settings.

Then, you’d go to your key vault, Access Control (IAM) and add role assignment. But this time, you’d select the role “Key Vault Secrets User” (more about roles), and “Assign access to” Managed Identity, and select members – select your function app identity (notice, identity is assigned to function app, so all functions under the app will be able to use the identity):

Now, we’d check the next function invocation detail, and voila:

You can see that azure function was able on the fly to pull secret from the key vault, so now we should be able to use these credentials to access SharePoint.

As you know, having client id and client secret would allow you to call MS Graph API. But calling SharePoint API would require authentication with a certificate. “PnP.PowerShell” module use both APIs under the hood, so we’d need a certificate to connect to tenant and work with SharePoint using “PnP.PowerShell” module. Please refer to this article on how to run Connect-PnPOnline with Certificate stored in the Key Vault.

References:

Microsoft 365 retention policies: Static vs Adaptive scope

Adaptive scopes are good, but what if both policies are implemented? Which one wins?
The scenario for two policies might be: static retention policy is implemented as default retention policy for all sites, and if site require different retention or deletion – it should fall under one of the adaptive scopes and an adaptive retention policy will be applied.

Implementing Microsoft 365 group expiration policy in large companies

This post is dedicated to one specific subject: implementing Microsoft 365 groups lifecycle (expiration) policy in large Microsoft 365 environments.

But this post is also a part of a bigger problem – dealing with ownerless resources in Large Microsoft 365 environments. Please refer to the umbrella post.

Scenario

You administer a large Microsoft 365 environment. Let say you have 100k users or more, 50K or more sites. Environment is not new, so after some years you have a lot of ownerless groups and sites (thousands probably), and a lot of inactive groups and sites (probably tens of thousands). You are getting more and more ownerless groups – hundreds each month. You are thinking of stopping bleeding and cleaning this up…

Implementing Microsoft 365 groups expiration policy

If you are thinking of activating in an existing environment – you would probably have a spike – all the old groups will be subject to policy. The ide is to avoid situation when a specific person – group owner will get dozens of email. It would be better if a person will receieve, let say one email per week.

Here is my 4 possible approaches to avoid this spike, distribute notifications evenly across the time and ease the pain:

By changing Group Lifetime

You would need to change the policy every, e.g. week or month, specifying group lifetime in days starting with maximum period. Consider
– calculate number of days between the oldest group created an today, plus 35 days – it’ll be your first “group lifetime”
– activate the policy with this number of days in “group lifetime” – and within a week you will get notifications on the oldest group/groups
– after a week or two – change the “group lifetime” decreasing it by e.g. 30-60 days and reactivate the policy… and so on

You can easily calculate it all and choose your pace depending on how many groups you have to renew, how much time you need to clean-up. You got the idea.

Downside – in the email notification it will be said “otherwise the group will be deleted on …”, but you joggling with lifetime period – so these dates might confuse users

By renewing groups as admin

As an admin, you can use PowerShell “Reset-PnPMicrosoft365GroupExpiration” or graph API “POST /groups/{id}/renew“ to renew any group.

So depending on total number of groups, number of active/inactive groups, number of ownerless groups in your organization – you can come up with a strategy, using one or more of the following techniques:

  • renew all active and known and important groups (build list of groups to re-activate based on your own criteria) and then trigger the policy
  • build list of definitely inactive groups and renew all other groups
  • split groups into chunks and every day or week (depending on numbers) renew groups in a chunk… after that you can activate groups expiration policy, the policy will be triggered against small number of groups every day/week (with this trick you would avoid policy triggering against large number of groups and sending thousands of emails at one)

By sending customized e-mails to users

Another technique to avoid surge in your e-mail system (and most importantly – avoid sudden influx of support requests) – you can send emails to group owners with a link to renew a group. Surely you’d need to build your custom solution for that, but this does not seem like a complicated task. Some PowerShell scripting – and you are good.

“Renew group” link would look like:
https://account.activedirectory.windowsazure.com/Group/RenewGroup?tenantId=<tenantId>&id=<groupId>
where <tenantId> is tenant id and <groupId> is group Id. So with PowerShell you’d just pull groups in question, their owners and send email with the link dynamically built. Consider spreading this activity across the time to avoid spikes.

By sending users to the groups page

Probably the easies option to smooth the expiration policy implementation is to send group owners to a Microsoft “Groups I own” page – where they could renew or delete their groups. The page is:

Groups I Own (https://myaccount.microsoft.com/groups/groups-i-own)

The downside is – the policy should be in active state (otherwise owners will not see when the group is expiring and option to renew it). So consider a maximum lifetime period in policy, then you’d decrease this period).

Groups expiration policy technical details

Check this KBA for a deep dive into the groups lifecycle policy technical details.

Inactive Microsoft 365 groups, teams and SharePoint sites remediation

In Microsoft 365 any users create teams, private/public channels, yammer communities with SharePoint sites behind, as well as standalone SharePoint sites, so in time we – SharePoint engineers – are getting more and more inactive/abandoned groups, teams and SharePoint sites. Dealing with inactive Teams and SharePoint content – as part of Microsoft 365 governance – is a cumbersome, ungrateful and demanding, but necessary and also challenging work, especially in large organizations.

To keep growing content under control – Orgs can use:

In enterprises it’s most likely all of them.

Built-in Microsoft 365 group expiration policy

There is a “Microsoft 365 groups expiration policy” that comes with every tenant and can help remove unused groups from the system, but since all Teams and Yammer sites are group-based – it also helps SharePoint admins make things cleaner.

This policy does a very simple job: on a regular basis it sends notifications to group owners so a group owner can renew the group, otherwise the group will expire and be deleted. Active groups are renewed automatically.

Although it looks simple, there are some tricks and gotchas, so I highly recommend to check this article, especially if you are going to enable the policy in an existing environment.

3-rd party tools

There are many 3-rd party tools on the market that helps with Microsoft 365 administration, information management and governance, e.g. ShareGate, AvePoint, Quest ControlPoint, SysKit Point etc.

Obviously, these 3-rd party tools exist because they can do what Microsoft ootb cannot do or they can do it better then Microsoft. For example

  • Archive teams, SharePoint sites (this is a smart idea, because for instance, a site owner feels like content is not relevant anymore, but cannot take a risk to delete the site – so site owner can choose to archive the site – i.e. keep it for a while but not use it.
  • Delegate tasks to managers or to assigned groups. This is another example of careful attitude to content – e.g. if site owner fails to respond (there might be many reasons) – a tool can reach out to user’s manager or to dedicated resolution group (vs deleting resource blindly) – so somebody can act responsibly and keep the resource or archive or delete it.

Custom solutions – PowerShell scripts, MS Graph API

PowerShell is your best friend when it comes to automation or repeated work or massive updates or ad-hoc reports etc. And PowerShell is your last resort to do something unique, what no other tools can do. PowerShell is very capable and allows to build pretty complex custom solutions.

Microsoft Graph API is a rapidly developing by Microsoft API to manage and work with data in all Microsoft 365 services. You can call MS Graph API from any popular programming language, including PowerShell. Consider Microsoft Graph PowerShell SDK.

PnP – community-based project (not officially supported, but backed by Microsoft). They are doing a really good job providing us with knowledge, guides, tools and SDKs to code against Microsoft 365, including
Microsoft Graph SDK
Microsoft Graph Toolkit
PnP Core SDK
PnP.PowerShell
PnPjs

You can use PowerShell to (just a few examples, but there are more scenarios):

  • find and protect resources that you do not want to be a part of policies, but want to deal with manually, on individual basis, e.g.
    – sites or teams owned by top management
    – sites or teams with extremely large content
    – sites or teams with sensitive or other kind of important content
  • implement Microsoft 365 group expiration policy graciously, e.g. step-by-step, via small batches (e.g. updating RenewedDateTime group property would allow you to control when this group will expire and Microsoft start sending notification)
  • deal with non-group-based resources (standalone SharePoint sites), etc.

Solution stack might include VS Code, Microsoft Graph API, Azure Functions, Azure Key Vault, PowerShell, C#, PnP.PowerShell etc.

Some more things to consider on the subject

Remediate ownerless SharePoint/Teams resources.

It’s obvious that when you are trying to clean-up inactive resources – you are working with resources owners. Inactive ownerless resource will be simply deleted. That means that before implementing any kind of inactive resources policies – you’d make all efforts to find an owner for every resource to ensure that no important information will be lost in your environment.

I have multiple publications and videos on how to manage ownerless groups in Microsoft 365, including “Deep dive in ownerless Microsoft 365 groups policy“.
Here is the list of orphan Microsoft 365 resources articles.

Retention policies

Though retention policy is something that lives under Purview center (out of SharePoint scope), you should always be aware of it and consider retention configuration, so your settings do not conflict with retention settings.

Microsoft SharePoint Premium (SharePoint Advanced Management)

This is new, announced in April 2024 functionality (licensed separately). Among other benefits, it allows:

Manage site lifecycle policies – an inactive site policy that automatically detects inactive sites and sends notifications to site owners. Sounds familiar? Yes, the same as “group expiration policy” but applied to standalone also. Learn more…

Microsoft 365 Archive

Again, new functionality. MS says: “Keep your SharePoint content in Microsoft 365 with cost-effective, long-term cold tier storage – without sacrificing manageability, security, and compliance.” In fact, archived sites are no longer accessible by anyone in the organization outside of Microsoft Purview or admin search. Learn more…

Microsoft will be hiding inactive channels.

To keep users channels list relevant, Teams will automatically detect inactive channels user haven’t interacted with in a while, and automatically hide them. Users will have an option to review the list of channels and unhide some or all of them, opt out of automatic hiding from settings, or initiate this process on demand.
Feature ID: 325780

Ownerless Microsoft 365 groups policy in large environments

Usually Microsoft 365 group can be created by anyone in your org as part of creation a team, Yammer community, Outlook group, SharePoint site etc. If the group owner lefts the company and account got deleted – the group became ownerless.

It would be a nightmare if we’d reach ownerless groups members peron-to-person trying to find out who is a real data owner and who should be a group owner. So we need some kind of automated way.

There is a Microsoft’s ownerless groups policy that detects ownerless groups and sends emails the most active groups members with the question- if they want to become a group owners and in case member accept ownership – policy automatically elevates a person from a group member to group owner. Policy does not cover standalone sites, but majority of orphaned resources in org are usually m365 groups, so that policy should help.

The policy was designed to prevent ownerless groups concept in mind, i.e. to deal with ownerless groups gradually – stretched in time – when they become ownerless. So it is actually recommended to activate the policy once you get the tenant right away. Configuration is done via GUI, it is intuitive and straightforward. Microsoft documented it well, but if you still have questions regarding the policy behavior – here is my Q&A on what is not covered by Microsoft’s FAQ as well as some tips and tricks and gotchas…

The problem is that Microsoft introduced this feature just recently, and if you own the tenant for years, you probably already have some ownerless groups. In small and medium environments with a few dozens of ownerless groups it’s not a big issue, but in a large Microsoft 365 SharePoint Online environment you might end up having hundreds and thousands of ownerless (orphaned) resources you have to deal with.

The challenge is how to implement the policy correctly if there are already many ownerless groups present and then to take care of groups that will become ownerless in the future. Yes, we’d need to address two consecutive issues:

  • Remediate vast amount of existing ownerless groups
  • Prevent groups to become ownerless

Obviously we’d need two different strategies and policies configurations.

There are also 3-rd party tools – like SysKit Point that can help with orphaned resources by enforcing minimum number of owners. There is also “Orphaned resources” policy under SysKit that allows multiple workflow options to resolve the issue – but there is no “fully automated” option -all SysKit options require an interaction from admin/manager.

Microsoft 365 built-in feature – “Ownerless groups policy” allows fully automated process:

  • detects ownerless groups, and for every group found
  • generate e-mail invitations to most active group members
  • assigns users as group owners if they accept invitation

Another problem in large environments is we have strict requirements we want to satisfy:

  • end-users to get only a few emails in a certain period so they can process it
  • end-users get only relevant messages so they will not ignore further notifications
  • high percentage of acceptance and (ideally) no orphaned resources

We want the policy to be tested in production but within a small group first and then we want phased implementation – so we could have a chance to get a feedback on phase 1 and adjust our approach at phase 2 etc.

The policy allows limiting policy scope in two ways:

  • by limiting “who can receive” messages – it’s done by specifying a security group – so only this security group members will be eligible to get invitation and accept or decline it
  • by limiting Microsoft 365 groups that would be in scope for the policy – it’s done by specifying group names

Two options can be specified in the same policy and effective eligible members would be those who satisfy both requirements.

Configuration is done using GUI – i.e. there is no PowerShell commands known on the subject at the moment.

There are a lot of “what if” questions regarding the policy – most of them are resolved in Microsoft’s “Microsoft 365 ownerless group policy FAQ” and my Ownerless m365 groups Q&As, gotchas, findings…

But the most important gotcha for me is that we do not have a chance to re-configure the policy or re-activate it to get more messages for the groups all messages were generated earlier. I.e. if an e-mail messages were generated for a group and the policy stopped working after a specified period of time – it’d done forever. No more e-mails could be generated for the same group.

The other limit is you can specify maximum 50 m365 groups in policy under Apply policy to Specific groups option. And we’d keep in mind exchange’s limit of 10k emals per day.

So, having this said, what would be the proper approach to do phased implementation in terms of configuring policy to scope it down for each step?

First – know your data. Get full report on ownerless groups, analyze it and come up with approach. Let’s assume we have an org with ~100K users and ~5000 ownerless groups. I bet you will find out that you have

  • large m365 groups (50+ members): <1%, i.e. 10-20 groups
  • medium m365 groups (5-50 members): ~25%, i.e. ~1000-2000 groups
  • small m365 groups (1-5 members): ~50%, i.e. ~2500 groups
  • null m365 groups (0 members): ~25%, i.e. ~1000-2000 groups

You’d might have your own classification, but I would propose the following approach to each category.

  • large groups:
    configure policy with “Apply policy to Specific groups” option
    and specify all or several of your large groups (the limit if 50 allowed groups in this field)
  • medium groups:
    configure policy not scoped down (e.g. apply to all groups, all users)
  • small groups:
    elevate all group members to owners
    optionally – elevate specific titles (manager, lead) or salary grade members to owners
  • null groups:
    consider deleting these groups
    optionally – delete only inactive no-members groups or groups with no or small amount of storage/files.

You’d also come up with the ideas on

  • desired min and max number of owners
  • deleting groups/sites phased approach
  • archiving groups/teams/sites

Remember – this is production, so at this moment you should test the policy in non-prod an be fully comfortable with all aspects of configuring the policy and formatting e-mail template etc.

As a remediation part plan I would propose the following:

(WIP)

Wave 0 – piloting

select a few (3-5) ownerless m365 groups came from IT – whose members are your pilot team members, so you could finalize all settings and polish notification message etc.

Implement the policy with settings:

In parallel, while you are waiting weeks for the policy to pause, start developing PowerShell scripts that will 1) delete null (no members) groups and 2) elevate members to owners (get how many members can be elevated if elevate only certain members)

Track user’s response – % of declines and accepts

Get feedback from users – how well the notification message is understandable

Wave 1 – large groups and small groups

Implement the policy with settings:

In parallel, you should already know – how many members can be elevated if elevate only certain members, decide on that and and run PowerShell script that elevates members to owners.

Wave 2 – medium groups and null groups

Implement the policy with settings:

In parallel, run PowerShell script removes groups with no owners and no members (optionally inactive and/or no content).

Wave 3 – all groups left ownerless

Implement the policy with settings:

Wave 4 – permanent policy and deletion script

Implement the policy with settings:

two more moments to consider:
– After all the measures against ownerless groups is done, we will probably still have some groups ownerless
– We will be getting new ownerless groups permanently – during all the waves of policy implementation

Qestions and Answers

Q: Isn’t it a security risk if we elevate members to owners? Would a member get access to more information that he/she did have access to before.
A: 1) Elevating members is the same risk as implementing the ownerless policy, as policy does the same – it elevates member to group owner.
2) When a member is elevated to group owners – a member does not get access to more information, as
a) for standard channels – he/she did have access as a member
b) private channels stays private – new group owner dos not get access to private channels automatically
c) shared channels stays with the same permissions also

TBC

References