How to Transform Classic Pages to Modern Pages in SharePoint: A Step-by-Step Guide

Transforming classic pages to modern ones in SharePoint is a step toward embracing the enhanced user experience and new features offered by the modern SharePoint experience. We understand the necessity of upgrading classic sites to modern sites, as the latter provides a more intuitive interface and seamless integration with other Microsoft 365 services. The process entails leveraging the latest SharePoint tools and capabilities to revamp the look, feel, and functionality of our classic SharePoint pages.

How to Transform Classic Pages to Modern Pages in SharePoint: A Step-by-Step Guide

When we undertake the transformation from classic to modern pages, it’s essential to consider the improvement in responsiveness and the available personalization options for our users.

  • Modern pages are designed to be more responsive and accessible across all devices, enhancing the user’s ability to access content on the go.
  • A sleek and user-friendly interface facilitates user adoption and engagement due to its familiarity with other Microsoft 365 products.
  • We gain the ability to use modern web parts and extensions that are not available or supported on classic pages, expanding our capabilities to build more dynamic and feature-rich sites.

The transformation process can be executed manually, but we often rely on PowerShell scripts, SharePoint modernization tools, or .Net for more complex or bulk transformations. These methods enable us to systematically convert our pages, ensuring content is transferred correctly and efficiently while maintaining the integrity of our information architecture. During and after the transformation, it’s critical to thoroughly review the pages to confirm that layouts are as intended and that all content is functional within the modern experience.

Preparation for Modernization

Classic pages being replaced by modern pages in SharePoint, with old documents and files being updated and transformed for modernization

Before we embark on transitioning from classic SharePoint to the modern experience, it’s crucial to establish a solid groundwork. This involves evaluating our current setup, understanding the differences between classic and modern interfaces, and securing the necessary access rights.

Assessing Current SharePoint Environment

First, we need to take an inventory of the existing SharePoint environment. This step is essential to understand the scope of pages and features in use. It helps determine the complexity and potential challenges we might face during modernization. We carefully examine site collections, subsites, and pages, noting any customizations or third-party solutions that could affect the transition.

Understanding Classic and Modern Experiences

Understanding the key differences between classic and modern experiences is vital. The modern experience, available in SharePoint in Microsoft 365, boasts a responsive design suitable for mobile devices, improved performance, and a simplified user interface that enhances productivity. We take time to familiarize ourselves with these differences to ensure a smooth transition and leverage the new capabilities effectively.

Setting Up Credentials and Permissions

Finally, we must ensure we have proper credentials and permissions. Administrative access is essential for using tools like PowerShell and the SharePoint Modernization Framework. We verify that our accounts have the necessary rights to execute modernization scripts and coordinate with our IT department to align on any additional permissions needed. Proper access rights pave the way for a seamless modernization process, avoiding disruptions and permissions-related blocks.

Transforming SharePoint Pages

When modernizing SharePoint, converting classic wiki and web part pages to modern site pages is essential. We harness the potent capabilities of PnP PowerShell, addressing customizations to preserve functionality and ensuring the modern pages are review-ready before publishing.

Converting Wiki and Web Part Pages

Understanding the Basics: Converting classic SharePoint pages, specifically wiki and web part pages, ensures an improved user experience with a fresh and responsive design. We make use of the ConvertTo-PnPPage cmdlet to automate this process efficiently.

Utilizing PnP PowerShell Cmdlets

PowerShell for Transformation: For converting pages, the Get-PnPListItem cmdlet fetches the pages from the library. Subsequently, ConvertTo-PnPPage is applied to each page for transformation. We ensure that the ‘Site Pages’ feature is activated beforehand.

Handling Customizations During Conversion

Customization Concerns: Throughout the conversion, handling custom scripts and web parts is critical. We determine compatibility and replicate or rework these elements to fit the modern architecture, safeguarding functionalities and aesthetic aspects.

Reviewing and Publishing Modern Pages

Final Steps: Before going live, it’s imperative that we review the modern pages carefully. Logging to a file is a method we use for tracking the conversion process. Once verified and satisfied with the outcome, we execute the publish action to make each modern page available to users.

Enhancing User Experience in Modern Pages

The shift from classic SharePoint pages to modern SharePoint pages centers around the need for a more intuitive and responsive user interface. We focus on optimizing page layouts, utilizing advanced web parts, and applying cohesive branding to elevate the user experience.

Designing Modern Page Layouts and Navigation

Modern SharePoint pages offer a range of page layouts and navigation options that are both flexible and user-friendly. Our objective is to guide users through content effectively. We leverage the simplified editing experience to structure our page layouts for optimal information delivery. For example, using section layouts such as one column, two columns, or a vertical section helps us organize content in a digestible fashion.

Key Aspects for Page Layout:
  • Consistent use of spacing and alignment
  • Strategic placement of important content
  • Seamless navigation paths

Working with Modern Web Parts and Libraries

Web parts are the building blocks of SharePoint Online. Modern web parts are designed to be more functional and responsive. We use these tools to showcase dynamic content like videos, documents, and quick links. Our document libraries have also transitioned to a modern experience, enabling better document management with metadata-driven views and quick edit capabilities.

Modern Web Part Examples Library Features
Image galleries Metadata tagging
Content sliders Inline editing
User-generated content Folder sharing

Customizing Themes and Branding for Modern Pages

Aesthetic consistency throughout our site reinforces our brand identity. Modern SharePoint allows for advanced branding and theme customization. We can select from a variety of built-in themes or create custom themes to align with our brand colors and styles.

Branding Elements:
  • Custom site logos
  • Branded site footers
  • Themed color palettes

Through deliberate design decisions, we enhance the usability and appearance of modern SharePoint pages, thus providing an improved user experience.

Additional Resources and Tools

While transforming classic SharePoint pages to modern, we must utilize a variety of resources and tools. These enhance the look and functionality of our sites, ensuring our teams benefit from the latest features provided by Microsoft.

Leveraging SharePoint Look Book

The SharePoint Look Book is a valuable resource for visual inspiration and pre-designed templates. It assists us in visualizing the potential of modern SharePoint designs and can speed up the process of transforming classic pages by providing us with professional layouts that are both customizable and in line with Microsoft’s best practices.

Incorporating SharePoint Framework Solutions

SharePoint Framework (SPFx) solutions are essential for creating seamless, responsive, and efficient customizations. Our team can leverage SPFx to build and integrate rich, web-based applications directly into our SharePoint modern pages, ensuring we get the most out of our SharePoint environment.

Exploring Open-Source Tools and Community Support

Open-Source Tools Benefits Community Support Channels
PnP PowerShell Automated Page Transformation GitHub Repositories
PnP Modernization Framework Detailed Customization Control SharePoint Developer Community (PnP)
Other Community Tools Specific Use Cases Tech Community Forums

Open-source tools pave the way for cost-effective and community-vetted options for our transition to modern SharePoint. We can benefit greatly from these tools, such as the PnP Powershell and PnP Modernization Framework, which many around the world have used and refined. In addition, harnessing the collective wisdom of the SharePoint community through forums and repositories ensures we stay at the forefront of best practices.

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