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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

The 7 Habits of Successful Technology Projects – Habit 1

Habit 1: Chart Your Journey

Before you begin your project, define what a successful project will look like, and you have set yourself up for success from the start. 

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Archive Old Documents in SharePoint with PowerShell

I recently needed to migrate all documents that hadn’t been modified in 90 days in all SharePoint webs within a SharePoint site collection to a records center.  Here is a quick and easy way to accomplish this task.

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What’s Up With This People SharePoint Taxonomy Group Anyway?

Classify SharePoint TaxonomyAfter having some pleasant discussions in the SharePoint Yammer SPYam community on this subject and finding almost no information online about this topic, I thought I’d put some fingers to  keys and do my part to share some information.  This post assumes you have basic concepts and knowledge of SharePoint taxonomies, but review TechNet if you need more info or to get up to speed on the basic concepts.

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Allow Anonymous SharePoint Users to Open Office Documents

If you have ever managed an Anonymous SharePoint site you know that working with Office documents is a pain.  SharePoint and Office try to be smart.  SharePoint passes a path to the to the Office application and then the Office application goes out to the web application to get the file. This post is going to provide you with a way to override the default link for Office documents within SharePoint so you can avoid all the log-in prompts.

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How to Get Date Only in SharePoint 2010 Workflow

While working on a client request recently, I came across a way to easily work with date and time values in a SharePoint Designer 2010 workflow.  I was able to solve this using only SharePoint Designer.  I reviewed other solutions, and I will give links to a couple others in case they are needed.  This worked for me, and I didn’t see anyone else with this exact solution so I thought I would share for the greater good. 

 

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Creating a Search Based Employee Blog Rollup in SharePoint 2013

I recently got a request from a client that had a lot of employee engagement around blogging and they wanted to bring that front and center on their intranet home page. We were already rolling up an executive blog to the front page using the Content Query Web Part styled with some custom XSLT. They wanted it styled to look exactly the same, but using the CQWP again was out of the question since these employee blogs were coming from the user My Sites.

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How to Easily Get the Root OU of an Active Directory User with PowerShell

How to Easily Get the Root OU of an Active Directory User with PowerShellWhile working on a PowerShell script to do some updating list items in SharePoint, I first had to get some properties from the user account in Active Directory. The end goal was to update a managed metadata field, choosing terms based on the root OU that the user resided in Active Directory.  I found an easier way to do this with PowerShell and wanted to share.

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Five Different Methods for How to Print SharePoint List Item

Print a SharePoint List Item If you’ve gotten to this page, it’s because you or your users make heavy use of SharePoint lists, and the inevitable request came up “Ok this is great, but I can’t print this item, help!”.  Like most things with SharePoint, there is no one right answer (sometimes there is!), but some are definitely easier than others or better depending on your needs.  I'll show you a couple different common solutions out there in one place, and what worked for me. 

 

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Quick and Easy Print SharePoint Picture Library using CSS

A client contacted me the other day about some help with printing a picture library.  I found a simple way to do this, and I wanted to share to hopefully save someone some grief. 

If you search the interwebs for “print sharepoint list” you get articles that are either a fancy ribbon button for printing lists/libraries form codeplex, or doing javascript or similar to call the print dialog from a modal.  That works, and I started down that path. 

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SharePoint Usage Logs Not Being Removed Fixed

I've seen folks all over the interweb and even a client of mine hit this issue, so I wanted to take a moment in this blog to document it for posterity.  It deals with the Usage logging features of SharePoint, and the all too familiar Microsoft bugs.

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Missing SharePoint Document Properties after Protect with Password

In this post I wanted to share a resolution to an issue I had with a client recently.  At first I thought this was going to be a difficult issue, but as luck would have it the resolution was amazingly simple if you know what to look for. 

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What Makes Good SharePoint Documentation?

When it comes to writing documentation, it is unfortunately one of those things that you will get to tomorrow, gets pushed because this server was down, or Bob needs his password reset.  But I believe it’s important to at least have some form of documentation.  This is important because:

  1. It can prove to be very helpful when planning upgrades to the next version of SharePoint. 
  2. It can be useful if you have to rebuild your farm so you can easily replicate the environment.

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Update Default SharePoint 2013 Icon Colors

This post is going to look at updating the out-of-the-box SharePoint 2013 icons.  This comes in to play if you are creating a branded site.

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How to Fix “No two choices should have the same ID” SharePoint Error

Sooner or later, you might run into this error. I was able to work out the easy solution so I wanted to share it to help someone else. You will likely run into this error if you try to go site column or site content types, or from a list or library you click add site column. In my case, I had just created a site from a custom site template and was getting this error. Let’s dig in.

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SharePoint: Knowing What is in the Box and Using PowerShell to Move it

When considering an upgrade to your SharePoint environment, there are three questions you should always ask before you start.

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Why Do Hidden Taxonomy Catch All Columns Become Visible?

EMMDoubleTagI’ve been fighting an interesting issue lately where some hidden taxonomy columns are becoming visible. In this environment, there are simple custom content types with some custom site columns, a few of which are managed metadata columns. The issue is that what seems randomly, some strange fields suddenly show up in the library columns, and on the list forms:

Why Do Hidden Taxonomy Catch All Columns Become Visible?

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15 reasons to choose Office 365 instead of an on-premise alternative

Starting with one of the most important factors in choosing a cloud service, security has been the big stumbling block for many companies considering a move to the cloud. Microsoft's online services have been designed with security in mind.

After security, the most commonly mentioned area of concern regarding cloud services is reliability. Downtime means lost worker productivity and ultimately costs companies money.

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Move all SharePoint Lists and Libraries to a New Site with PowerShell

I was on a project in the past where I was upgrading SharePoint 2007 to 2010.  I really didn’t want to move all the lists and libraries for 100+ sites manually, so I turned to PowerShell.  The following script takes the current site URL, and the new site URL where the lists will go.  It looks to see if there are actually items in the list, and only moves lists and libraries that actually have content.

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Create a List-Driven SharePoint 2013 Site Notification System

Using JavaScript, you can fire your own alerts without having to do any customizations to the SharePoint 2013 user interface (UI). This post will look at creating a list-driven notification system using the SharePoint 2013 notification bar.

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Branding the SharePoint 2013 Global Navigation

In a previous post I described how to use the Managed Navigation functionality that is new in SharePoint 2013 to create a global navigation based on a Managed Metadata term set. This post is going to provide you with all the CSS you need to fully brand a SharePoint 2013 global navigation bar. 

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Get SharePoint 2013 List Data with jQuery and Web Services


For a recent project, I needed to migrate around 70 HTML forms in their current format and serve them up from within SharePoint. These were fairly basic forms that just submitted all their data to email. Obviously, it would have been good to convert these to InfoPath or something else, but I simply didn’t have the time for that. In this post I will explain how I used SharePoint web services and jQuery to return SharePoint list data.

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SharePoint 2013 Managed Navigation Lessons Learned

Sharepoint 2013 icon

This post is going to cover how to configure the global navigation bar in SharePoint 2013 using Managed Navigation, as well as provide some tips and lessons learned with rendering the global navigation using new Managed Navigation in a custom master page.

 

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How to Download a SharePoint Content Type Template

SharePoint content type template
Let’s say you have a SharePoint document library configured with a custom content type that uses a custom document template. Now you need to edit that template. Normally, you can edit the file via the UI. When you go to the library settings and look in the advanced settings, you see the image to the left. Clicking Edit Template should let you do what you need to do, however, when you click Edit Template you get an error.

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Disable SharePoint Alerts on a Specific List

employeedirectory
Here’s the scenario: You have a picture library that stores employee photos. This might be the case if you’re not storing the photos in Active Directory yet perhaps. Now, HR comes to you and says, "We want to be sure that employees can’t set an alert, because then they would know if we remove a picture when an employee is terminated." Here is what you should do...

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Fix for High CPU with Multiple SPUCWorkerProcessProxy and Conhost with SharePoint



I recently had a client contact me recently with an interesting SharePoint issue. Seemingly out of the blue, their SharePoint 2010 server CPU started being consumed by two main processes with multiple instances: SPUCWorkerProcessProxy.exe and conhost.exe. Read on to find out how I fixed this issue.

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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.