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From the category archives: Customer and Employee Engagement Blog

Blog entries related to Microsoft SharePoint and Office 365 solutions such as Power BI, Microsoft Flow, Power Apps and Microsoft Teams

How to Remove a User from a SharePoint 2010 Site Collection

I was troubleshooting a recent issue with the User Profile Service, where I would make a change to a user account in Active Directory (like a spelling correction).  The Profile Sync would occur and I would verify that the correct spelling was in the profile.  However, the change did not replicate to the site collection like it was supposed to.  This normally happens via a SharePoint timer job named User Profile to SharePoint Full Synchronization.  It’s described function is:

“Synchronizes user information from the user profile application to SharePoint users and synchronizes site memberships from SharePoint to the user profile application”

Well for whatever reason, it wasn’t doing that.  To correct the issue, there can be a couple fixes:

  1. Make a change to one of the fields via Central Administration like Title.  Save this change, then re-open the profile and set it back to what it’s supposed to be.  This will sometimes force the sync to run properly.
  2. Remove the user from the site collection and re-add them

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SharePoint Tip: Use Claims Authentication for Your 2010 Multi-Tenant Web Application

I had setup a test environment to test out and play with the new hosting functionality of SharePoint, also called multi-tenancy.  When you create your main web application that will be used to house the tenants, you have the option to have it use Claims Based or Classic Mode authentication. 

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Resolve Search Crawl Error When Using Self-Signed SSL Certificate with SharePoint 2010

While configuring a SharePoint farm for a client the other day, I came across a simple but problematic error with search.  We had requested a full SSL certificate for the farm, but I was a self-signed certificate so I could work with the site.  After configuring search content sources and I kicked off a full crawl, I got this error in the crawl log:

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“The secure socks layer (SSL) certificate sent by the server was invalid and this item will not be crawled.”

Wells that’s a bummer.  Luckily there’s an easy fix.  What you need to do is configure search to “Ignore SSL certificate name warnings” via Central Administration.  TechNet has the documented steps.  After making this change and running a full crawl, voilà!

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Success!  Of course you should get an official SSL certificate, but sometimes you get by with what you have. 

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SharePoint 2010 Visual Web Parts - Using Script Managers & AJAX

SharePoint 2010 introduced a quantum leap forward with the introduction of Visual Web Parts development integration with Visual Studio 2010. Most developers that have worked with SharePoint for any length of time are familiar with hosting custom ASPX pages inside SharePoint web parts. Doing so allows us to present robust applications and interfaces inside the SharePoint portal and fully utilize all of the robust security features and other goodies that come with SharePoint. The introduction of Visual Web Part development eliminates the need for separate web sites and pages since the custom web part becomes an integrated component of the SharePoint application. All of this come without having to use STSDEV, VSeWSS, or the like. We can simply build the web part right inside Visual Studio and click Deploy! A really great feature is the ability run & debug right from Visual Studio without any special configuration required. All of this greatly simplifies and expedites the development of custom enhancements to a SharePoint application and is no doubt Microsoft’s response to the fact that the number of SharePoint developers continues to grow, as does the number of SharePoint implementations.

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7 Steps to Successful Client Scorecards

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Which clients should we focus more time on? Are there any clients that we should consider firing? How can we find new clients that look like our best current clients? Do we have clients that should be more profitable?

These are the questions that many B2B firms are asking themselves as they think through how they should prioritize their client list.  So read on for some of the how’s and why’s of establishing a client scoring system.

 

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SharePoint Tip: Searching SharePoint From Windows 7

In this blog post, we focus on searching SharePoint from within Windows. We've included plenty of screenshots and detailed instructions to walk you through downloading the search connector, installing the connector, and using it in Windows 7.

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The Dynamics CRM 2011 Administration Bible is Almost Here!

 

The Microsoft Dynamics CRM 2011 Administration Bible is only a few weeks away (March 1, 2011) from being available!  After lots of hard work and long hours, we’re going to celebrate by giving away five copies of the book for free!

To be entered to win a free copy, just sign up to follow C5 Insight on one of the various social channels that we offer (you must have a United States mailing address to be qualified).  You can click here to follow us on Twitter.  We’re planning to select 5 winners on March 21, 2011 (or once we have 200 new followers across our social channels – whichever comes first).

Or, if you’re in a hurry, then use the link to the left to order your copy today (our kid’s college funds thank you)!

For those of you who are interested in SharePoint 2010, the book includes a chapter on the “out of the box” SharePoint integration and a special appendix on customized SharePoint 2010 / CRM 2011 integration written by Curtis Hughes.

What’s next?  We’ve created a site for the book (www.dynamicscrmbible.com) and we need to get the finishing touches on it ... Gotta get going!

 

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Get Social: More Options for Following Us

Our blogs, on-demand videos and events lists have expanded so much in the last year, that we’ve been asked if we can provide some options to follow selected topics only.

So if you would like to focus on information by product (Salesforce.com, Dynamics CRM or Microsoft SharePoint) or by role (Business or Technical) – you have options to do that.  You also have options to choose which channel you want to follow us on (Facebook, Twitter, LinkedIN, RSS or e-mail).

If you’re already following C5 Insight – THANKS.  Take a few minutes today to visit the new follow us page and update the way you follow us so you will get only the information that you want.

If you’re not following us yet, now is the perfect time.  Follow us to keep up with the latest tips, techniques, best practices, on demand videos and live events.

AND … to sweeten the pot … we will be giving away 5 copies of our forthcoming book, “Microsoft Dynamics CRM 2011 Administration Bible” to a randomly selected list of those who are following us.  More details are in the full posting.

All it takes is two or three quick clicks.  

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How to Format in PowerShell Webcast Available

For everyone starting to learn PowerShell, it’s hard to know where to start.  Thomas Lee (author of his blog Under the Stairs and a PowerShell MVP) worked with the great folks at PowerShell.com and Idera to put on a very useful and pertinent webcast on how to format PowerShell output.  It’s one in a series called PowerShell Power Hour.  Think about it, every command in PowerShell you run outputs data.  Wouldn’t you like to know how to get it to display like what you want? 

What’s the different in Format-List and Format-Table?  What’s a hash table?  Can we format currency?  He shows you!  This is not for someone who’s never used PowerShell before, but for those who are learning commands, getting some output, and need some tuning.  You can access the webcast at PowerShell.com’s site after registering for free.  It’s also available at Idera’s site as well.

If you need more of a getting started tutorial, check out the first webcast in the series “Getting Started with Windows PowerShell” by Tobias Welner (PowerShell MVP) here.  If you’re looking for more focused PowerShell information for SharePoint 2010, Joel Oleson wrote a great post on this topic.

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Changes Not Saved to SharePoint 2010 "Activities I am Following" Edit Profile Page

Recently, one of my colleagues came to me with an issue he was having with SharePoint.  After making sure it wasn't friendly "user error", I determined this to actually be a bug in SharePoint 2010 RTM.  Here's the issue:

On your SharePoint 2010 RTM farm, go to your My Site Profile page, and edit it.  You are able to change the "Activities I am following" once, and save.  But when you do it again, save and double-check, the change was not saved.  What gives?! 

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“The list cannot be displayed in datasheet view” Error on SharePoint 2010

I recently came across this and wanted to be sure everyone is aware of this limitation.  With the new release of Office 2010 including 64-bit support, there has been some confusion about which version to install.  Microsoft has been clear in their recommendation:

  1. Install the 32-bit version for most needs to maintain ActiveX control compatibility and other tools
  2. Install the 64-bit version if you use Excel spreadsheets 2 GB in size 

For whatever reason, say you installed Office 2010 64-bit on your machine, and you happily go to your shiny SharePoint 2010 site (or WSS/MOSS), open up a list, and hit Datasheet View.  To your surprise, you see this:

The list cannot be displayed in Datasheet view

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Don't Use Spaces When Naming Things in SharePoint

You know who you are out there.  We've all done it, because it’s such an easy thing to fall into.  You're just happy as a clam with your shiny new SharePoint site, and you're all ready to create some content.  First up, a document library.  We love our shared documents, right?  Well, how many times after awhile do you find yourself emailing links to files like:

http://intranet/Shared%20Documents/June%20Assessment/Rev2%20Standard%20Quote%20for%20client.xls

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Final Word on the Fab 40 Templates for SharePoint 2010

So we’ve all been waiting, and waiting, and waiting to hear from Microsoft about the fate of the “fab 40” templates for SharePoint 2010.  Well, they finally have made a decision.  You’re not going to like it.  Read the full details

The bottom line from the article:

Microsoft is not releasing new versions of these templates for SharePoint 2010 Products.

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Quick Tip for Uploading Multiple Files to SharePoint 2010 Picture Library

SharePoint 2010 is great at many things, and one of the new integrations with Office 2010 is with uploading multiple pictures to a picture library using the Office Picture Manager. 

Say you you’ve got a bunch of logos you want to get into your new fancy 2010 picture library.  You would click Upload –> Upload Multiple Pictures right?

SharePoint 2010 Upload Multiple Files

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Opening PDFs in SharePoint 2010

In SharePoint 2010, you may have noticed a bit of interesting behavior when trying to open a PDF file; we certainly did.  In fact, I’m surprised more people have not come across this in their 2010 environments, or perhaps the users simply thought this was the appropriate behavior and didn’t want to inform IT.

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SharePoint Dialog "Lightbox" Usage and Tricks

If you have spent any amount of time with SharePoint 2010, you have seen the “lightbox” feature which allows the SharePoint user to remain on the same page, providing a pop-up dialog box, while dimming the background – very Web 2.0!

SharePoint 2010 Lightbox

This “lightbox” dialog can be enabled/disabled within any list in the Advanced Settings.

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How to Re-Create Default Security Groups in Multi-Tenant SharePoint 2010 Environment

If you’ve been dabbling in SharePoint 2010's new hosting (multi-tenant) environment and been creating host-named site collections, you have may noticed that the default SharePoint security groups typically created by default are not there in the root web.  These include:

Members

Owners

Visitors

These are created by the SharePoint API, and apparently isn’t called properly when host-named site collections are created through PowerShell in a multi-tenant environment.  This ONLY happens in a multi-tenant environment.  Even if you create the host-named site collections through PowerShell in a non-hosted environment, the first time you visit the site, you might be prompted to choose the site template and to create the default security groups.

So how do we get them back without creating them manually?  Read on...

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Change Tag Spelling and Capitalization in SharePoint 2010

The ability to tag EVERYTHING in SharePoint 2010 is one of my favorite features. 

But, if you’re like me, you sometimes create a personal or enterprise tag hastily. And you know what they say about haste … you end up with typographical errors or inconsistent capitalization.

And, if you’re like me, it REALLY bugs you to see all of those inconsistencies in your terms.

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Enabling Adobe PDF in SharePoint 2010

Adobe PDF Icon 50x50This morning I had the task of getting PDF indexing to work in search on our new SharePoint 2010 installations.  There are various existing blogs out there, so I thought I would combine what I used into one place.

The majority of the steps to get this working are documented here at Nick Gratten’s SharePoint blog.

You will also need the adobe PDF small icon.  The best place is to get directly from adobe here.  Download the 17x17 small icon.

If you are copying the files from another UNC file server (say from your 2007 server) onto Server 2008 (or R2), Explorer might block the files to protect you from yourself.  Right click the file, click properties, and make sure you don’t have the option to unblock.  If you do, click Unblock. 

There have been discussions around if this works on SharePoint 2010 Foundation.  While officially I’ve seen where it’s said it is not supported, there are apparently workarounds. 

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Get Your Head in the Clouds – with Cloud Computing

Cloud computing has been the subject of much conversation (and hype) for about a year now. Our 4 City Tour (www.successaccelerators.com/4city) focused on this, as did some recent research with one of our partners (white paper forthcoming) and our partner Salesforce.com has long led the charge in the cloud computing conversation.

This past week, cloud computing took center stage at Microsoft’s Worldwide Partner Conference (WPC) in Washington DC. From all indications, cloud computing will be the number one area of focus for Microsoft for the next 12 months (or more). So just what is cloud computing, why is it important to you and what is Microsoft doing that will impact it?  Let’s tackle each of those questions in sequence.

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SharePoint 2010 Granular Restores

I wanted to take a minute and talk about a really cool new feature of SharePoint 2010 relating to backups – Granular Restores.  While doing some test migrations from MOSS 2007 to SharePoint 2010, we needed to choose the best method to selectively move data from an old site to a new site. 

In SharePoint 2010, you have the ability to restore content (down to the list level) from an unattached SQL database.  How cool is that!  Here’s the new Backup and Restore options in Central Admin:

SharePoint 2010 Granular Restores

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Best Practice: Should SharePoint Replace Your File Servers?

One of SharePoint’s popular features is Document Management, which leads many organizations to migrate their data from files shares or their Document Management System over to SharePoint.  Is this best practice?  Let’s not be hasty, and look at the various things to consider on both sides of the coin.

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User Adoption and Ideas for Getting Everyone On Board

Although the idea of user adoption is not a new idea, we consistently find our clients asking for more ways or better ways to get users to “use the system.”  Depending on the scope of the project, we always recommend some level of governance and training for our clients to get the most from their implementation.  These are critical pieces of the overall solution that we feel play a significant role in whether or not the product is accepted or rejected by the users.

In addition, with the recent release of SharePoint 2010, this topic has once again become a priority for many of our clients looking to implement this new version.  While superior to the previous version in far too many ways to mention here, the user interface has been completely enhanced with the “Ribbon” interface first seen Office 2007.  For users of SharePoint 2007, this will be a slight learning curve to use the new interface, but as with Office 2007, once learned the productivity and efficiency will increase exponentially.

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Closing vs. Deleting a Web Part from a SharePoint Page

I was reminded today about the difference of removing vs. deleting a web part from a site page today.  There’s already a great blog on the subject and it can be found here

The quick and dirty is that when you either choose to “close” on a web part or click the “X” in edit view, this does NOT remove it from the page, it only hides it.  There is a Closed Web Parts gallery where this closed web part gets placed, and if there are enough closed web parts, it can significantly decrease your pages load time, as it still loads the closed web parts. 

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SharePoint 2010: What is in each version?

Like SharePoint 2007, SharePoint 2010 comes in three different versions.  However, the version names have changed and what is available in each version is different.  So if you’re moving from the SharePoint 2007 world to the SharePoint 2010 world, it can be a bit confusing (it has been for me).  The versions are:

  • SharePoint Foundation 2010: This is the version freely included with Windows Server and is comparable to Microsoft Windows SharePoint Server (WSS) 2007.  It includes many of the basics and may be all that a small business needs to get started with SharePoint.
  • SharePoint Server 2010 – Standard: This is the next level of SharePoint and includes important features such as Enterprise Search and My Sites (including the social media components) that most businesses will find important.  This is comparable to Microsoft Office SharePoint Server (MOSS) 2007.
  • SharePoint Server 2010 – Enterprise: This adds more functionality to Standard including better business data connectivity (for connecting to CRM and accounting applications, for example), Excel Services (for showing Excel info in SharePoint – very nice functionality for allowing users to create their own enterprise dashboards), and a number of other advanced workflow management, Office integration and analytics tools.

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Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.