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Sherpa is a library and a command-line tool create for easy deployment of customizations and sandboxed solutions On-premises and to SharePoint Online (Office 365)

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Sherpa

What is Sherpa

  • Sherpa is a library and a command-line tool create for easy deployment of customizations and sandboxed solutions On-premises and to SharePoint Online (Office 365)
  • Sherpa allows you to
    • Deploy taxonomy (groups, term sets and terms) with known IDs and export to the same format
    • Upload, activate and upgrade sandboxed solutions
    • Create fields and content types
    • Configure sites (features, lists, quicklaunch, properties, upload files)
    • Import search configuration

Why use Sherpa

The deployment story with especially SharePoint Online leaves a lot to be desired. If you're creating anything but apps, the deploy process is manual or requires you to write your own deploy scrips and code from scratch. Sherpa allows you to deploy your artifacts in a repeatable manner from day one, without having to spend time writing code.

How does Sherpa work?

  • The Sherpa library communicates with SharePoint exclusively through the Client Side Object Model (CSOM). Sherpa can thus configure both SharePoint on-premises and SharePoint Online
  • The bundled console application uses the Sherpa library allows us to quickly get started

Getting started

  1. Clone the project from github
  2. Add your fields, content types, taxonomy and site hierarchy etc through configuration, look at the sample config for guidance
  3. In case you are doing sandboxed solutions, build the solution and navigate to the out folder, typically Sherpa.Installer\bin\debug. Put any Sandboxed solutions you might have in the folder 'solutions'
  4. Start Sherpa.exe and pass the parameters 'url' and 'username' to hint where and as whom the application should connect. Add the flag --spo if and only if you are connecting to SharePoint Online. You can type 'Sherpa.exe --help' for help
  5. Sherpa will authenticate the user after you provide the password. After this you can choose which action you want to perform. Sherpa also supports Windows Credential Manager

What Sherpa won't do

At the moment Sherpa is connecting to a single site collection, which means that Sherpa will not create new site collections. This also means that a site collection has to be created by an administrator up front. Sherpa also does not do any tenant administration tasks, except for setting up taxonomy in the term store.

Tools and resources

About

The sherpa tool is built by Puzzlepart AS as part of the Project portal for SharePoint project for Asker Kommune and KommIT.

Disclaimer

The tool is a work in progress, and not considered finished. Use at own risk. We do not recommend usage of the tool in production environments. The maintainers takes no responsibility of errors or bugs in the tool, problems caused by the tool or by usage errors.

Maintainers

Tarjei Ormestøyl [tarjeieo@puzzlepart.com], Ole Kristian Mørch-Storstein [olekms@puzzlepart.com]

About

Sherpa is a library and a command-line tool create for easy deployment of customizations and sandboxed solutions On-premises and to SharePoint Online (Office 365)

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