Some tips and tricks on filtering by site Url (path) in query field in Microsoft 365 Search verticals
Path filter with trailing slash (“/”)
In November 2022 Microsoft rolled out an update for multiple search features, including checks on the path managed property for a trailing slash. Previously path filters were valid with and without trailing slashes.
Consider the following scenario.
Given the path filter with the contain operator (“:”)
Manage result layouts for SharePoint results in Microsoft Search
We’re making changes to Microsoft Search. This update will allow Microsoft Search administrators to change result layouts for select SharePoint content using adaptive cards with Result Type feature in Microsoft Search administration.
The default result layouts for SharePoint sites, pages, list items and Portable document format (PDF) results can now be replaced with layouts built using adaptive cards. The changes can be made for Organization level search applicable to Office.com and SharePoint home as well as site level search on SharePoint sites. Changes for Microsoft Search in Bing will be rolled out soon. Note that the feature does not support changing of Office file search results.
This message is associated with Microsoft 365 Roadmap ID 81952
Before the change, when you add a new result type under “Search and intelligence” Customizations – it looked like this:
So there was no built-in “SharePoint” content source as an option – only custom “external” data sources.
But with the new feature implemented list of content sources for the result type will look like this:
If you choose “SharePoint and OneDrive” content source – the next option would be to select type of content:
You also can create different result types for different types of content based on properties-based rules (e.g. one result type for all sites – and a separate result type for a specific site or hub) with optional “Set rules for this type of content”:
Default site result experience would look like
Search results with modified SharePoint result type might look like:
When you modify template via Layout Designer – it is essential to know available object properties.
You can get properties from the “Available properties” below – there is also search through properties feature.
Or you can use SharePoint Search Query Tool to get metadata on search results.
It might take hours and even days for your search to start showing new layouts, but “&cacheClear=true” should help.
If your sites are organized in hierarchy under Hub site – you can use DepartmentId managed property to include all hub-associated sites content
Bert Jansen (Microsoft) revealed some details on throttling when you access Microsoft 365 programmatically – via Microsoft Graph or CSOM and guided developers on how to regulate request traffic for optimized throughput using RateLimit headers (Here).
Demystifying SharePoint throttling
Throttling is necessary to ensure that no single user or application consumes too many resources compromising the stability of the entire system, which is used by many clients.
Throttling happens at
User (there are user request limits. Microsoft counts all requests linked to user
Application (Delegated or Application permissions)
Resource units per app per minute
Resource units per app per day
Farm – Spike protection
Very common reason for throttling – when an Application (Delegated or Application permissions) reaches “Resource units per app per minute” threshold.
Usually you catch HTTP errors 429 or 503, wait for some time (respect Retry-after header) and try again.
SharePoint provides various APIs. Different APIs have different costs depending on the complexity of the API, but Microsoft favor Graph API over SharePoint REST/CSOM. The cost of APIs is normalized by SharePoint and expressed by resource units. Application’s limits are also defined using resource units.
Quota depends on tenant size.
Resource unit limits for an application in a tenant (please refer to the Microsoft article)
“Form can no longer be accessed. This form has been flagged for potential phishing. Technical details”
The reason is: Microsoft enabled automated machine reviews to proactively detect the malicious collection of sensitive data in forms and temporary block those forms from collecting responses. More about it.
Ask your tenant global or security admin to go to the Microsoft Security Administration (Defender) Alerts:
If your list of alerts is too big – use filter by Policy: “Form blocked due to potential phishing attempt”.
To unblock the form or confirm it is phishing – admin should open the alert:
And then click “Review this form“. “Review the form” opens the page “https://forms.office.com/Pages/AdminPhishingReviewPage.aspx?id=” where is the form Id.
Then global/security admin can review the form and unblock it or confirm it is phishing:
When you are creating or updating “Microsoft 365 ownerless groups policy” – you can customize email template subject and message body.
Message body size is limited to 1040 symbols, so not much you can put there. Which means you’ll probably need to share the link to some page in SharePoint where you can provide users more information – explain everything – why it is happening and what are the actions need to be done with screenshots etc. So you’d need a link here – clearly visible in the e-mail body (OotB “Policy guideline Url” appears at the end of the email barely visible).
You’d also emphasize some elements of the message… but how? It seems like e-mail template does not support HTML tags…
I found out that although policy e-mail template does not support markup, you still can use some tricks as long as e-mail client understands it. Specifically, you can use GitHub-style formatting as described here.
In my experience – both – outlook web-client and outlook desktop app interpret GitHub-wiki-style markup well. I.e. you can use headers, bold/italic text, lists/bullets, links and images.
Here is admin editing e-mail experience:
Here is user getting e-mail experience:
[Link Text](Url) - will look like a link # will look like a header # Please refer to a GitHub formatting syntax for a full syntax
N.B. if you forward the message – you’ll loose formatting.
What is the Microsoft Search KQL query field limits for a verticals? Is there limited number of characters or lines?
You know what is Microsoft 365 Search Vertical and what is KQL query in vertical configuration, right?
Under Microsoft 365 admin center Search and intelligence you can configure search verticals. There are some out-of-the-box verticals – like All, Files, Sites, People and you can configure custom one.
As a part of vertical configuration – you can specify KQL query – if you want e.g. limit search with some sites or content types etc.
The question is – how many sites I can specify in this query field? E.g. can I specify 1000 sites? 10k sites?
And the answer is: It does not matter, because the limit is not in number of characters or lines.
In my dev environment I was able to save 50,000 lines (~3M characters). But attempt to save 100K lines (6M symbols) has failed (due to timeout, I believe:
Again, as I said the problem is not here.
The problem is time required for search to apply query. I.e. when you ask search to bring you something – after it gets results from index and before display results to you it applies KQL query configured for the vertical. And this time is the bottleneck.
Here is what I got measuring search response time depending on query size:
response time, seconds
KQL query # of lines
KQL query size, # of symbols
100,000 (can’t save KQL query
6,000,000 (can’t save KQL query)
Which means that after ~ 1000 lines (50,000 characters) KQL query size – query becomes too slow, and after ~3000 lines (180k chars) – can fail (due to timeout I’d say).
If your sites are organized in hierarchy under Hub site – you can use DepartmentId managed property to significantly decrease number of lines in query, as you can cover all sites under the hub with
Breaking news! It turned out that once the policy was activated and generated notifications for the group – the policy consider the group is done forever. Even if you re-activate the policy or change policy scope or other policy parameters – it will not help. Once messages are sent to the group members – no more messages will be generated for the same group ever.
Every resource under Microsoft 365 (Microsoft Teams team, Microsoft 365 group or SharePoint site) must have an owner/owners. Otherwise to whom we communicate on any question – site/group permissions, membership, site/group/team retention policy, content classification etc. Who will be responsible for team/site/group content and configuration and who will provide access to this site for other users.
MS: A team in Microsoft Teams or a Microsoft 365 group and its related services can become ownerless if an owner’s account is deleted or disabled in Microsoft 365. Groups and teams require an owner to add or remove members and change group settings.
Recently Microsoft implemented a new feature: a policy that automatically asks the most active members of an ownerless group or team if they’ll accept ownership. Very important feature. TY Microsoft!
It is important because many other “governance” activities (e.g. permissions attestation, retention policies) rely on site/team ownership. I.e., before we notify site owner that the site is going to be deleted due to inactivity – we want an owner present.
The configuration via wizard is straightforward and intuitive, and Microsoft documented it well, but still we have some questions regarding the policy behavior.
Q: Is it about groups ownership or sites ownership? A: Group ownership and group-based sites ownership (teams, yammer etc.). Non-group based aka Standalone sites (e.g. communication) are not in scope of this feature/policy.
Q: Who can configure this policy? What kind of permissions required to create/update policy? A: Microsoft says “Manage Microsoft 365 groups” permissions required – e.g. admins with Global admin or Groups Admin roles required. “Teams administrator” or “SharePoint Administrator” cannot configure the policy.
Q: After the policy activated – who will receive notification? What exactly “most active members” mean? A: Microsoft only says “most active members” and does not disclose specific algorithm behind.
Q: How about group with no members? What if somebody created a group but did not add any members and then left? A: In this case the policy will not work – as there is nobody who can be notified. This kind of groups must be handled manually, as no owners no members does not mean nobody uses related SharePoint site. What if the group is public and hosts some valuable data?
Q: How do we know the group is ownerless? Only if owner has been deleted from AAD? What if an owner is just blocked or became unlicensed? A: For the policy Microsoft consider blocked or unlicensed users presented in the group owners list as valid users and still group owners; so the policy will not be triggered until the group owners list is empty.
Q: We have implemented Azure AD Settings “EnableGroupCreation” and “GroupCreationAllowedGroupId” (as per Microsoft: Manage who can create Microsoft 365 Groups), so not everyone can create m365 groups. Would this impact ownerless groups policy? In other words – if a user cannot create group – would this keep user from being assigned as a group owners? A: No. Microsoft’s Manage who can create Microsoft 365 Groups trick regulates groups creation only. Later – when a group is created – nothing prevents such user to be added as a group owner.
Q: I support a large Microsoft 365 environment and we already have hundreds and thousands of ownerless groups. I’m concerned how users might react and whether our helpdesk support teams are ready for new type of tickets etc. Implementing the policy in test/stage environment does not make much sense, since there are no really active users etc. So, can I test this policy in production – on real users, but pilot it within a small number of users or ownerless groups before applying to all groups in the environment. A: Yes, you can do a test or pilot implementation in production limiting the impacted users or groups. – if you need to limit users who will be getting notifications – e.g. a “pilot team” – during Step 1 “Notification Options” under “Specify who can receive ownership notifications” you can select “Allow only certain active members” and under “Specify security groups to allow members” you can select a security group – so only members from the specified security group will be sent ownership request. Microsoft 365 groups do not work here.
but be aware – if you choose this option – it is possible that Microsoft 365 groups might have more active members who are not the security group members. E.g. it might make sense to use this option for piloting – against a small number of isolated set of groups/members, but for not for phased implementation. If you have some specific requirements for group ownership – e.g. “only managers could be group owners” or “contractors cannot be group owners” – using security group to limit potential group owners would make sense.
Another option you can use for phased implementation or piloting the policy is to scope it down to a several selected m365 groups – use “Apply policy to” – “Specific groups” option:
NB! After all notifications are sent for a group – you will never ever get any more notifications for the same group. Even if you re-activate the policy or change policy parameters or whatever – it will not help. Once messages sent – it’s done for the group forever.
Q: How many groups I can specify if I select Apply policy to Specific groups option? Is there a maximum? A: Yes, there is a limit. You can specify no more than 50 groups.
Q: I know the policy is applied to Microsoft 365 groups only. But I have many standalone sites with no owners (no site collection administrators). How do I deal with ownerless SharePoint sites? A: Options are: manual intervention, PowerShell, 3-rd party tools – depending on your specific case. E.g. you can elevate some “Site Owners” SharePoint group members to site administrators. For modern sites – how about converting standalone sites to Microsoft 365 group-based sites (TBC – as at the moment it is not clear if it is possible)?
Q: What happens after one of the notified members accepts the ownership request? A: No more notifications will be sent for this group. But previously sent notifications will still be valid.
Q: What happens if several of the notified members accepts the ownership request? A: Only two first served basis. As per Microsoft, only two members can be assigned to group owners via the policy. When a group got two owners – invitation message actionable item for the rest will be converted from “Would you like to be a group owner?” to “MemberName1 and MemberName2 have already agreed to become group owners.” with no “Yes” and “No” actionable buttons.
Q: Can I customize an ownership notification? A: Yes, but – E-mail message body is limited to ~1040 characters – Policy does not provide any WYSIWYG rich text format options (but there are some tricks you can use to format it with headers, bold/italic, links, bullets/lists: more on email template format.)
Q: Can I use shared mailbox as a “send from” e-mail account? A: No. You can use only user or m365 group mailbox.
Q: What if a group become ownerless after policy is activated? A: Policy detects the group is ownerless and start sending notifications within 24 hour. Actually the policy was designed to prevent ownerless groups. So it is recommended to activate the policy once you get the tenant.
Q: We know, that if a user declined ownership once – he will not get any more emails on the same. Is that true for current policy or for any further policies activations? I.e. If the policy updated/re-activated – will it remember user’s decision or it all starts from scratch? A: All the next incarnations of the policy will not trigger e-mail notification for the group if all notifications were sent earlier. I.e. in this case user will not receive any more notifications on the same group.
Q: If nobody accepted ownership – can we reconfigure the policy to sent more notifications – e.g. to wider range of active members or with more strict language in an e-mail template? A: No. After number of emails specified in policy were sent – no more emails will be generated for this group, so the group active members will not get any more emails on the group. Workaround: you can specify policy with e.g. 6 weeks – then after 3 weeks change e-mail template.
Q: What if we specify emails should be sent for 5 weeks, but stop the policy after two weeks? And then we re-activate the policy. A: It is expected the policy will continue sending e-mail notifications until 5 emails sent.
Q: What if we specify 3 weeks in policy, but then re-configure the policy with 5 weeks specified and activate it again? A: tbc – not tested yet
Q: Let say we have an ownerless group with 20 members. Let say we specified security group to limit user who will get invitations. And this security group includes only 6 users from the orphan group out of total 20. Microsoft says the policy will select the most active users. So the question is: will the policy select the most active users from the 20 orphaned group users and if the user in the security group – he/she will get an email? A: No. The policy will select the most active users only from these 6 users that included in the security group, ignoring 14 users, even if they were more active then these 6 selected.
Q: What happens after the policy expires? E.g. after all notifications are sent… A: Policy does not expires. If the policy is activated – it works. If all notifications are sent for the group – so yes, policy is done for this group. But if a new group became ownerless – policy will be triggered for this group again.
Some more findings:
User can forward invitation message, but recipient will not see actionable “Yes” “No” buttons.
If a public group does not have an owner – all requests to joint the team will be declined with “The team does not have an owner” message: (that means no new members, i.e. no new contributors, but read-only visitors access is sill available for everyone, as group is public):
Users can go to My Groups to see groups (Teams, Yammer communities and SharePoint Sites) they are members or owners of.
Proposal to be a group owner lasts forever. So if a user after some time finds an email that asks him “Would you like to be a group owner?” and clicks Yes – he/she will be a group owner, even if the policy is already updated or removed.
As per Microsoft, only first two members can accept the ownership of an ownerless group. No additional members are allowed to accept ownership. If either one or two members accept ownership, other members won’t receive further notifications.
Re-create (or re-activate) the ownerless group policy
You can de-activate the policy and then activate it again. Or you can reconfigure the policy. If you activated the policy again (or re-configured it), but emails are not sent – this might be an expected behavior. Let say you initially specified 3 weeks and 3 notification were sent to the most active ownerless groups members. That means no more emails will be generated for these groups.
De-activate the ownerless group policy
Just uncheck “When there’s no owner…”, and save it to stop the policy:
downside – you’d need to configure the policy from scratch – all previous settings are gone now
Track the ownerless group policy in action via Audit Log
How do I, as an Microsoft 365 administrator, know if the policy works or not, are the emails sent or not and how many (if any) users are accepted “Would you like to be a group owner?” invitation?
Microsoft 365 Audit Search under Microsoft Purview (Compliance center) should help.
OwnerlessGroupNotificationResponse – “Responded to ownerless group notification”
Record Type (AuditLogRecordType): 126
It seems like event is not added to the Audit log when a policy is created or updated.
Who can create Microsoft 365 Groups
It is possible to limit users – who can create Microsoft 365 Groups (please refer to Microsoft: Manage who can create Microsoft 365 Groups – there is a guide and PowerShell code sample). This might help to keep the environment under control – let say, “only managers can create groups”, or “contractor should not be able to create teams”.
It would be good if the configuration would be consistent in terms “if a user cannot create a group – user cannot be a group owner”. Unfortunately, with current configuration options (Aug 2022), this is not the case. Azure AD Directory Setting “GroupCreationAllowedGroupId” works only for creation. Later, when the group is create – it is possible to add to group as a group owner those who is not able to create group.
“Ownerless group policy configuration failed” error message. And “Failure in configuring ownerless groups policy” and “Please try again.” – seems like a permissions issue. SharePoint admin, Teams admin or Group admin roles: cannot configure Ownerless Groups Policy. Global admin: yes, can configure Ownerless Microsoft 365 Groups Policy. What is the minimum role required? According to a recent update of the Microsoft’s article – “A Global administrator can create a policy…”