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Mastering Microsoft SharePoint in 30 Days | YebboAcademy

Mastering Microsoft SharePoint in 30 Days | YebboAcademy

Mastering Microsoft SharePoint

in 30 Days

The Ultimate Step-by-Step Guide

by

YebboAcademy

Table of Contents

Introduction

  • Welcome from YebboAcademy
  • Who This Book Is For
  • The "30-Day Mastery" Philosophy
  • What You Will Achieve
  • How to Use This Book
  • What You Need

Part 1: The Foundation (Days 1-7)

  • Day 1: Welcome to the SharePoint Universe
  • Day 2: Navigating the SharePoint Interface
  • Day 3: Your First SharePoint Site
  • Day 4: Core Building Blocks - Introduction to Lists
  • Day 5: Core Building Blocks - Mastering Libraries
  • Day 6: Columns and Views: Organizing Your Data
  • Day 7: Site Management Basics

Part 2: Collaboration & Content Management (Days 8-21)

  • Day 8: Building Beautiful Pages with Web Parts
  • Day 9: Advanced Web Parts for Engagement
  • Day 10: Metadata & Content Types
  • Day 11: Powering Up with Microsoft Power Automate
  • Day 12: Creating Custom Forms with Microsoft Power Apps
  • Day 13: Search and Discovery
  • ... (Days 14-21)

Part 3: Administration, Governance, and Beyond (Days 22-30)

  • Day 22: Introduction to the SharePoint Admin Center
  • Day 23: Hub Sites: Connecting Your Intranet
  • Day 24: Managing Storage and Resources
  • Day 25: Governance Planning
  • Day 26: Introduction to PnP and PowerShell
  • Day 27: Migration Tools and Strategies
  • Day 28: Troubleshooting Common Issues
  • Day 29: The Future of SharePoint
  • Day 30: You Are a SharePoint Master - What's Next?

Appendices

  • Appendix A: Keyboard Shortcuts
  • Appendix B: Glossary of Terms
  • Appendix C: YebboAcademy's Quick-Start Cheat Sheet
  • Index

Introduction

Welcome from YebboAcademy

Welcome to Mastering Microsoft SharePoint in 30 Days. We're excited to guide you on this journey from SharePoint novice to confident power user. At YebboAcademy, we believe in practical, hands-on learning that delivers immediate value.

Who This Book Is For

This book is designed for:

  • Business professionals who need to use SharePoint for team collaboration
  • IT administrators tasked with managing SharePoint environments
  • Project managers looking to streamline team workflows
  • Anyone who wants to move beyond basic document storage to unlock SharePoint's full potential

The "30-Day Mastery" Philosophy

We've structured this book around a simple but powerful concept: focused, daily learning. Instead of overwhelming you with information, we break down SharePoint into manageable daily lessons that build on each other. Each day includes:

  • Clear learning objectives
  • Step-by-step instructions
  • Hands-on tasks to reinforce learning
  • Key takeaways to summarize important concepts

What You Will Achieve

By the end of this 30-day journey, you will be able to:

  • Create and manage modern SharePoint sites
  • Design efficient information architecture using metadata
  • Build engaging pages with web parts
  • Automate business processes with Power Automate
  • Create custom forms with Power Apps
  • Implement governance and security best practices
  • Integrate SharePoint with Microsoft Teams and other M365 apps

How to Use This Book

For best results, we recommend:

  1. Complete one chapter each day in sequence
  2. Follow along with the hands-on tasks in a real SharePoint environment
  3. Take notes and experiment beyond the provided examples
  4. Join the YebboAcademy community to ask questions and share insights

What You Need

To follow along with this book, you will need:

  • Access to SharePoint Online (part of Microsoft 365)
  • A modern web browser (Microsoft Edge, Chrome, or Firefox)
  • A willingness to learn and experiment

Note: This book focuses on SharePoint Online, the cloud-based version of SharePoint that is part of Microsoft 365. While many concepts apply to SharePoint Server, the interface and some features may differ.

Part 1

The Foundation

Days 1-7: Understand what SharePoint is, navigate the interface, and perform basic site management.

Day 1: Welcome to the SharePoint Universe

Learning Objective

By the end of today, you will understand what Microsoft SharePoint is, why it's a critical tool for modern business, and its core components. You will have logged into your environment and be ready to start building tomorrow.

1.1 What is SharePoint? More Than Just a Document Dump

If you think of SharePoint as just a place to store files, you're missing 90% of its power. Think of it instead as a digital hub for teamwork.

At its heart, SharePoint is a web-based platform that integrates seamlessly with Microsoft 365. It provides three fundamental capabilities to organizations:

  1. Collaboration: It's a central space where teams can work together on documents, projects, and data in real-time, breaking down the silos of email attachments and network drives.
  2. Content Management: It's a powerful, structured system for storing, organizing, and finding information. It goes beyond simple folders by using metadata (descriptive information about the content) to make files incredibly easy to discover.
  3. Business Processes: It's a platform for building simple, no-code applications and automating workflows. From a vacation request form to a complex project tracking system, SharePoint provides the building blocks.

Real-World Example: Imagine a team working on a marketing campaign. Instead of having a shared drive with a messy folder structure and endless email chains with file versions, they have a single SharePoint site. The plan is in a list, the creative assets are in a library with relevant tags (like "campaign," "Q4," "final"), the project timeline is on a dashboard, and everyone knows where to find the latest version of everything. That is SharePoint in action.

1.2 SharePoint Online vs. On-Premises: The Cloud is King

This book, and the future of SharePoint, is focused on SharePoint Online—the cloud-based service offered as part of Microsoft 365.

  • SharePoint Online (The Cloud): Microsoft hosts all the servers and infrastructure for you. You access it through a web browser, and it's always up-to-date with the latest features, security patches, and performance enhancements. It scales effortlessly with your organization. This is our primary focus.
  • SharePoint Server (On-Premises): Your company owns and manages the physical servers running the software. This offers more direct control but requires significant IT overhead, cost, and is often behind on the latest innovations.

The "Modern" experience in SharePoint—with its clean, responsive, and fast interfaces—is native to SharePoint Online. For the vast majority of organizations starting today, the cloud is the clear and only recommended path.

1.3 Core Terminology: Speaking the SharePoint Language

Let's demystify the key terms you'll see every day. Don't worry about memorizing them all now; we'll explore each one in depth throughout the book.

  • Site Collection & Site: A Site Collection is the top-level container, but for most users, you'll just work with a Site. A Site is a dedicated workspace for a team, project, or department (e.g., "HR Department Site," "Project Phoenix Site").
  • Page: A web page within a site that you can customize. It's your canvas for displaying information, news, and data.
  • Web Part: A reusable component or app that you add to a page to show content. Examples: a document library, a text box, an image gallery, a list of tasks.
  • List: The backbone of SharePoint. A list is a collection of data, similar to an Excel spreadsheet but much more powerful. It's used for tracking issues, calendar events, contacts, tasks, or any structured information.
  • Library: A special type of list designed specifically for storing files. A document library is where you store your Word, Excel, PowerPoint, and PDF files, along with their metadata.
  • Column (Metadata): A piece of information you add to a list or library item to describe it. Instead of just a file named report.pdf, you can have columns for Department, Project Name, and Status. This is the key to moving beyond folders.

1.4 The SharePoint Ecosystem: It's Not an Island

SharePoint doesn't exist in a vacuum. It's the powerful engine that drives collaboration across the entire Microsoft 365 suite.

  • Microsoft Teams: When you create a team in Microsoft Teams, it automatically creates a SharePoint team site in the background to store all the files shared in the Teams channels.
  • OneDrive for Business: Think of OneDrive as your personal document library in the cloud, while SharePoint is for team or company content. They use the same underlying technology, making it easy to move files between them.
  • Office Apps (Word, Excel, PowerPoint): You can create, open, and co-author Office documents directly in your web browser from a SharePoint library. The "AutoSave" feature relies on SharePoint and OneDrive.

This integration means that by learning SharePoint, you are simultaneously becoming more proficient with the entire Microsoft 365 platform.

Hands-On Task: Your First Login

It's time to get your hands dirty. The goal here is simply to access the environment.

  1. Open your web browser (Chrome, Edge, or Firefox are recommended).
  2. Navigate to your organization's Microsoft 365 login portal. This is usually https://office.com or a custom URL provided by your IT department.
  3. Log in with your work or school account (e.g., yourname@yourcompany.com).
  4. Once logged in, look for the "SharePoint" icon in the app launcher (the "waffle" menu of nine dots in the top-left corner).
  5. Click the SharePoint icon. You will be taken to the SharePoint start page, which may show "Featured sites" and news from across your organization.

✅ Success Check: You have successfully accessed the SharePoint environment. You see the SharePoint start page and can navigate back to it from the app launcher.

Key Takeaways from Day 1

  • SharePoint is a collaboration and content management platform, not just a file store.
  • SharePoint Online (cloud-based) is the modern, recommended standard.
  • Core building blocks are Sites, Pages, Lists, Libraries, and Web Parts.
  • Metadata (Columns) is the superior alternative to complex folder hierarchies for organizing content.
  • SharePoint is deeply integrated with Microsoft Teams, OneDrive, and Office Apps.

Day 2: Navigating the SharePoint Interface

Learning Objective

By the end of today, you will be able to confidently navigate any modern SharePoint site, understand the key elements of the user interface, and perform basic file operations.

2.1 The Gateway: The SharePoint Start Page

When you click the SharePoint icon from the Microsoft 365 app launcher, you don't land on a random site. You arrive at the SharePoint start page. This is your personalized dashboard and launchpad for all things SharePoint.

  • Featured Sites: This section shows sites that the system predicts are most relevant to you, based on your activity and membership.
  • Recent Sites: A chronological list of sites you've visited recently, making it easy to jump back in.
  • Followed Sites: You can "follow" sites like you follow a person on social media. This pins them to your start page for quick access.
  • News from sites: This aggregates news posts from sites you follow or are a member of, keeping you updated across the organization.

Pro Tip: Actively "Follow" your key project and department sites. It customizes your start page and ensures you never miss important news.

2.2 Anatomy of a Modern SharePoint Site

Once you enter a site, you'll see a clean, consistent layout. Let's break it down:

  1. Top Bar (Suite Bar): This is consistent across Microsoft 365. It houses the app launcher (waffle icon), your Microsoft 365 apps, search, and your user account settings.
  2. Site Header: This area contains the site logo, title, and navigation elements.
    • Site Navigation: This is the primary horizontal menu, often with links like "Home," "Documents," "Pages." This is managed by the site owner.
    • Hub Navigation: If your site is part of a Hub (covered in Day 23), you will see navigation links that are shared across all associated sites here.
  3. Quick Launch (Left-Hand Navigation): This is a vertical menu on the left, typically showing links to key content within the site, like "Documents," "Site Contents," and "Recycle Bin." This is also customizable by the site owner.
  4. Main Content Area: This is the canvas of the site. It displays the home page, a document library, a list, or a custom page. This is where you'll do most of your work.

2.3 The Command Bar: Your Contextual Toolbar

The Command Bar is a dynamic toolbar that appears at the top of Lists and Libraries. Its options change based on what you have selected.

  • New: Create a new file (in a library) or a new item (in a list).
  • Upload: Upload files or folders from your computer.
  • Sync: Sync the library to your OneDrive/File Explorer for offline access.
  • Copy Link: Get a shareable link to a file, folder, or item.
  • Download: Download a copy of a selected file to your local machine.
  • Edit: Switch the view of a list or library to an editable grid format.
  • ... (Ellipsis): The "More" menu contains additional actions like "Alert Me," "Power Automate," "Export to Excel," and "View Properties."

2.4 The Site Contents Page: The Engine Room

The Site Contents page is the backstage area of your site. To access it, click "Site Contents" from the Quick Launch.

Here you will find:

  • All your Lists and Libraries, including the default "Site Pages" and "Site Assets" libraries.
  • The Recycle Bin for the entire site.
  • Subsites (though less common in modern SharePoint).
  • Apps you can add to create new lists and libraries.

This is your go-to place for managing all the components of your site.

Hands-On Task: Explore and Interact

  1. Navigate to your "Practice Team Site" that you created on Day 1.
  2. Identify the UI Elements: Point to the Site Header, Quick Launch, and Main Content Area.
  3. Open Site Contents: Click "Site Contents" from the Quick Launch. Observe the default "Documents" library and the "Site Pages" library.
  4. Upload a File: Go to the "Documents" library. Click Upload -> Files and select a non-critical file from your computer (e.g., a sample picture or a text file) to upload.
  5. Use the Command Bar: Select the file you just uploaded. Notice how the Command Bar changes. Click Copy Link and copy a "People in [Your Organization] can edit" link. (You don't have to send it).
  6. Use Search: Use the search bar at the top of the site to search for the name of the file you just uploaded.

✅ Success Check: You have navigated the site interface, uploaded a file, and used the contextual commands. You understand the purpose of the Site Contents page.

Key Takeaways from Day 2

  • The SharePoint start page is your personalized hub for finding sites and news.
  • A modern site has a consistent layout: Top Bar, Site Header, Quick Launch, and Main Content Area.
  • The Command Bar provides context-sensitive actions for lists and libraries.
  • The Site Contents page is the central directory for everything in your site.

Day 3: Your First SharePoint Site

Learning Objective

To understand the different types of modern SharePoint sites and be able to create, delete, and customize a site's basic information.

3.1 Team Site vs. Communication Site: Choosing the Right Tool

The two primary modern site templates serve distinct purposes. Choosing the right one from the start is crucial for success.

Team Site: Collaboration & Co-authoring

  • Purpose: A workspace for a team of people to collaborate internally on content. It's the "doing" site.
  • Default Permissions: Connected to a Microsoft 365 Group. All members of the group are "Members" of the site with edit permissions.
  • Homepage: Typically features a dynamic, web-part-driven page showing team activity, recent documents, and links.
  • Ideal For: Project teams, department collaboration, event planning teams.

Communication Site: Broadcasting & Storytelling

  • Purpose: A platform to broadcast information outward to a broad audience. It's the "showing" site.
  • Default Permissions: Not connected to a M365 Group by default. The creators are owners, and most users are typically "Visitors" with read-only access.
  • Homepage: Designed with beautiful, pre-built sections to showcase images, news, and featured content in a visually engaging way.
  • Ideal For: Company intranet portals, HR policy sites, internal news hubs, marketing campaign sites.

Rule of Thumb: If the primary goal is for a defined group to create content together, use a Team Site. If the primary goal is to share information with a wide audience, use a Communication Site.

3.2 Step-by-Step: Creating a Modern Site

Let's create a new Communication Site. (The process for a Team Site is nearly identical).

  1. From the SharePoint start page, click + Create site in the top-right corner.
  2. You will see two options. Choose Communication site.
  3. Choose a design: You can pick a pre-built design (like "Topic," "Showcase," or "Blank") or start from scratch. Select Topic.
  4. Give your site a name. This is critical! Use a clear, descriptive name like "YebboAcademy HR Central." The name will become part of the site's web address.
  5. Add a site description. Briefly state the site's purpose, e.g., "The central hub for all HR policies, news, and forms."
  6. Click Next.
  7. You can now add a site logo and change the site theme. For now, you can skip this. We'll cover themes in Day 7.
  8. Click Finish.

Your site will be provisioned and will open in a new tab. Congratulations, you've just built your first Communication Site!

3.3 Site Information: Title, Description, and Logo

A site's identity helps users understand its purpose at a glance.

  • To update this information:
    1. Click the Settings gear icon in the top-right corner of your site.
    2. Select Site information.
    3. A panel will slide out where you can edit the Site name, Description, and Logo. You can also see the site's owners and members here.

A professional-looking logo and a clear description significantly increase user adoption.

Hands-On Task: Build Your Portfolio

To solidify your understanding, you will create one of each type of site.

  1. Create a Communication Site:
    • Name: [Your Name]'s Communication Hub
    • Description: A showcase site for my projects and news.
    • Use the "Showcase" design.
  2. Create a Team Site:
    • From the SharePoint start page, click + Create site and choose Team site.
    • Name: [Your Name]'s Project Workspace
    • Description: A collaborative space for my team to work on project tasks and documents.
    • Note: Creating a Team Site will also create a new Microsoft 365 Group and a connected Microsoft Team. You can leave the privacy setting as "Private."
  3. Update Site Information:
    • Go to your new Team Site.
    • Open Settings > Site information.
    • Add a description: The central hub for the [Your Name] Project Team.

✅ Success Check: You have two new sites in your portfolio: a Communication Site and a Team Site. You have successfully updated the site information for one of them.

Key Takeaways from Day 3

  • Team Sites are for collaborative creation by a defined group.
  • Communication Sites are for broadcasting information to a wide audience.
  • The site creation process is simple and guided from the SharePoint start page.
  • A clear Site Name and Description are vital for user adoption and searchability.

Day 8: Building Beautiful Pages with Web Parts

Learning Objective

Create and customize modern site pages using the web part toolbox to build engaging, functional pages for your team or organization.

8.1 Creating a New Site Page

Modern pages are the building blocks of your SharePoint site's user experience. To create a new page:

  1. From your SharePoint site, click + New in the top toolbar.
  2. Select Page from the dropdown menu.
  3. Choose a template (usually "Blank" or "Article"). For now, select "Blank".
  4. Give your page a name in the header area.

You now have a blank canvas ready for web parts!

8.2 The Web Part Toolbox: Your Building Blocks

The web part toolbox contains all the components you can add to your page. To open it:

  1. Click the + button in any section of your page.
  2. Browse or search for the web part you need.

Some essential web parts include:

  • Text: For adding formatted text, lists, and links.
  • Image: To display pictures, illustrations, or graphics.
  • Document Library: Shows files from a specific library on your site.
  • List: Displays items from a SharePoint list.
  • Quick Links: Creates a collection of buttons or tiles linking to important resources.
  • Embed: Adds content from other websites (YouTube, Twitter, etc.).

8.3 Adding and Configuring Web Parts

Once you add a web part to your page, you can configure it to display exactly what you need:

  1. Select the web part by clicking on it.
  2. Click the pencil (edit) icon that appears.
  3. Configure the settings in the right-hand panel.
  4. Click Republish when you're done editing.

Hands-On Task: Create a Project Dashboard

Build a project dashboard page on your Team Site:

  1. Create a new page called "Project Dashboard".
  2. Add a Text web part with a welcome message and project overview.
  3. Add an Image web part with a project-related graphic.
  4. Add a Document Library web part showing your project documents.
  5. Add a List web part displaying your project tasks.
  6. Add a Quick Links web part with important project resources.
  7. Rearrange the web parts by dragging and dropping.

✅ Success Check: You have created a functional project dashboard with multiple web parts that display relevant project information.

Key Takeaways from Day 8

  • Modern pages are created from the + New menu in SharePoint.
  • The web part toolbox contains all the components you can add to a page.
  • Essential web parts include Text, Image, Document Library, List, and Quick Links.
  • Web parts can be configured, rearranged, and styled to create custom pages.
Part 2

Collaboration & Content Management

Days 8-21: Build engaging pages, automate processes, and implement advanced content management.

Day 30: You Are a SharePoint Master - What's Next?

Learning Objective

To consolidate the knowledge gained over the past 29 days, recognize the achievement, and create a personalized roadmap for continued growth and specialization in the SharePoint and Microsoft 365 ecosystem.

30.1 The Journey in Review: From Novice to Navigator

Look how far you've come. On Day 1, you were learning what a "Site" was. Now, you have the skills to:

  • Architect and Build: You can plan and create modern team and communication sites that are both functional and visually appealing.
  • Structure Information: You understand how to use Lists, Libraries, Columns, and Content Types to create a logical, scalable, and user-friendly information architecture.
  • Automate and Integrate: You can build no-code workflows with Power Automate, create custom forms with Power Apps, and understand the deep connection between SharePoint, Teams, and OneDrive.
  • Govern and Administer: You know how to manage permissions, implement security best practices, and use the SharePoint Admin Center to manage sites at scale.

You are no longer just a user; you are a Site Owner, a Solution Builder, and a Power User. Your ability to leverage SharePoint makes you a significant asset to any team.

30.2 Your YebboAcademy Certificate of Completion

Congratulations on completing this intensive 30-day program! To formally recognize your dedication and new expertise, you can download your official YebboAcademy "Mastering Microsoft SharePoint" Certificate of Completion.

Visit the YebboAcademy website at www.yebboacademy.com/certificate and enter the unique code below to validate and download your certificate.

Validation Code: SHP30-MASTER-[INSERT_UNIQUE_ID]

Display this certificate on your LinkedIn profile and in your workplace—it is a testament to your proactive commitment to professional development.

30.3 Choosing Your Path: The Roads Beyond Mastery

"Mastery" is not an endpoint; it's a launchpad. The Microsoft 365 platform is vast. Here are three potential paths for your continued journey, based on your interests:

Path 1: The Power Platform Prodigy

You've had a taste of Power Automate and Power Apps. Now, go deeper.

  • Next Skills: Power BI (for data visualization and business intelligence), advanced Power Apps formulas, and Dataverse for Teams.
  • Goal: Become the go-to person for building custom business applications without writing a single line of code.
  • Resource: Microsoft Learn "Power Platform" learning path.

Path 2: The SharePoint & M365 Administrator

You enjoyed the governance and administration aspects.

  • Next Skills: Deep dive into the Microsoft 365 Admin Center, PowerShell for bulk operations (e.g., PnP.PowerShell), security & compliance center configuration, and detailed license management.
  • Goal: Manage and secure the entire Microsoft 365 tenant for an organization.
  • Resource: Microsoft Learn "Administrator" role-based certifications.

Path 3: The Modern Workplace Developer

You want to push the boundaries with custom code.

  • Next Skills: Learn the SharePoint Framework (SPFx) using TypeScript, React, and Node.js to build custom web parts, extensions, and solutions.
  • Goal: Create fully customized, enterprise-grade solutions that extend SharePoint's native capabilities.
  • Resource: The official SharePoint Framework documentation on docs.microsoft.com.

30.4 Lifelong Learning: Staying Sharp in the Evergreen Cloud

Microsoft 365 is an "evergreen" service, meaning it is constantly updated. To stay current:

  1. Follow the Official Source: Bookmark the Microsoft 365 Message Center (in the Admin Center) and the Microsoft 365 Roadmap (https://www.microsoft.com/en-us/microsoft-365/roadmap).
  2. Engage with the Community:
    • Twitter: Follow @SharePoint, @Microsoft365, and leading MVPs (Most Valuable Professionals).
    • YouTube: Subscribe to channels like "Microsoft 365" and "SharePoint" for video tutorials and update summaries.
    • Forums: Participate in the Microsoft Tech Community to ask questions and share your knowledge.

30.5 Final Words from YebboAcademy

You started this journey with a goal: to master SharePoint. You have put in the work, completed the tasks, and built the knowledge. The theory is now behind you; the real journey begins today as you apply these skills to solve real-world problems, improve your team's collaboration, and drive efficiency in your organization.

Remember, the best way to learn is to do. Don't be afraid to create a "Playground" site and experiment. Break things, fix them, and discover new possibilities.

Thank you for trusting YebboAcademy with your training. You are now a SharePoint Master. Go and build amazing things.

Congratulations and all the best in your future endeavors!

- The YebboAcademy Team

Appendix

Appendix A: Keyboard Shortcuts

  • Alt + / - Focus on the search box.
  • Ctrl + / - Show all keyboard shortcuts for the current page.
  • In a Document Library:
    • N - Create a new document.
    • . - Open the command bar menu.
    • U - Upload a document.
  • In a List:
    • N - Create a new item.
    • E - Edit the selected item.

Appendix B: Glossary of Terms

  • Column: A field of metadata in a list or library (e.g., "Status," "Department").
  • Content Type: A reusable collection of columns, settings, and behaviors for a category of items or documents.
  • Hub Site: A site that provides a unified navigation and branding experience across associated sites.
  • List: A collection of data in SharePoint, similar to a spreadsheet, used to store structured information.
  • Metadata: Data about data; descriptive information about a file or item (stored in columns).
  • Power Automate: A service for creating automated workflows between apps and services.
  • Power Apps: A service for building custom business applications without code.
  • Site Collection: The top-level container for a set of SharePoint sites.
  • Web Part: A reusable component that can be added to a page to display content or provide functionality.

Appendix C: YebboAcademy's Quick-Start Cheat Sheet

The 5-Step Site Setup Checklist:

  1. [ ] Plan: Team Site or Communication Site?
  2. [ ] Create: Use a clear naming convention.
  3. [ ] Structure: Create your core Libraries and Lists.
  4. [ ] Brand: Apply a theme and add a logo.
  5. [ ] Share: Add members with the correct permission level.

The 3 Pillars of Good Governance:

  1. A Clear Naming Convention (e.g., "PROJ-ProjectName," "DEPT-HR").
  2. An Owner for Every Site.
  3. A Lifecycle Plan (Archive or delete unused sites).

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