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Posts Tagged 'SharePoint 2010'

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Fixing SharePoint 2010 Calendar Overlays After a Move with PowerShell

imageIf you ever move a calendar from one place to another, either as part of a site move or a list move, you will be greeted by the fact that your calendar overlays no longer work because the URLs to the overlaying calendars are hardcoded into the list view. I am trying to set up an automated restore from production to development, so having lots of broken calendars isn’t great. Fortunately, all you have to do is run a few lines of PowerShell to fix this.

Did You Know Microsoft Expression 4 Is Now Free?

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I don’t believe Microsoft Expression ever had a huge following from web developers and graphics designers, but it served a purpose. Whether you liked it, hated or loved it, Microsoft has done what it does best again.

In case you haven’t visited their website lately, you will notice some major changes with Expression. Basically, they are rolling the Expression products into Visual Studio 2012 and beyond, forgoing the standalone tools. For the time being, they made Expression Web 4, Expression Design 4 and Expression Encoder 4 free for download. That may not be a big deal to some, but I think it could prove useful to some.

How to Resolve the Missing Item Scheduling in SharePoint 2010

SharePoint Publishing SchedulingSo you’re going about your business in SharePoint, say when you want to publish an article page. You open the page and click on Publish, and the Schedule option isn’t there! Ack! Oh the humanity! If you’re uploading a document, the schedule items appear on the edit properties (editform.aspx) dialog.

You may be asking, what scheduling option? Well, it’s the option for being able to publish pages at a future date and time and is activated at the document library level. If you have a publishing site, this feature should already be activated on the Pages library. But it can be enabled on any site/library under the right conditions. This is very likely a simple fix. Let’s review the items to check.

How to Configure a Filtered Calendar Overlay in SharePoint 2010

SharePoint 2010 Calendar overlayCalendar Overlays was definitely a welcome new feature when SharePoint 2010 was released. They provide decent basic functionality for being to have a nice view of multiple calendars at once (up to 10 calendars). Suppose you are in a situation where you want to do some calendar overlays, but you only want to show a filtered set of calendar entries on the calendar overlay view? This turns out to be much easier than it might sound. Now you could write a simple workflow that runs on the child list and copies the list item on the child calendar to the parent calendar, but that’s not really an overlay is it?

As I said, this is actually extremely easy to configure. It feels like it should be illegal to be this easy, so enjoy the moment! So what do we need to do? Here are the overview steps:

  • Create at least 2 calendars (one child, and one parent used to display the overlay)
  • Create items on the child calendar
  • Create a filtered Calendar View on the child calendar (e.g. only show items where category=X)
  • On the parent calendar, configure the overlay, and be sure to choose the new filtered view
  • Sit back, have a drink and bask in the awe of your coworkers and boss as they bow before you in the view of this incredible display of SharePoint awesomeness

SharePoint 2013 - A SharePoint Conference Recap and The Exciting Road Ahead

Last week, C5 Insight attended the annual SharePoint Conference in Las Vegas. It was a very full and eventful week, which was the primary reason I did not blog each evening on the daily events as I have in the past. My goal for this blog post is to summarize the overall conference highlights and some of the features that we see as very promising in SharePoint 2013.

Auto-Populate a SharePoint 2010 Contact List from User Profile Data

imageWhile the contacts list is usually filled out for contacts that are outside the company, there are times when you would use a contacts list to store internal and external resources. Wouldn’t it be nice if you didn’t have to re-type your internal contacts’ information that are already in the system? Now you can with a little InfoPath customization on the contacts list.

Free SharePoint Training and other Resources

SharePoint 2010 trainingAs I work with various clients with different skill levels with SharePoint, I have on more than one occasion needed to compile a list of training resources. Microsoft (and others) provide a good number of resources so I thought I would try and compile a list in one place. These resources can be a mix of delivery methods including blogs, whitepapers, online videos, tutorials or courses. Let’s start with resources for end users, then move to the IT Pros, then to the developers. I started writing this for the purpose of training, but the lists quickly grew to include other resources, so I hope you find it a useful resource.

For the sake of this post, all resources will be for SharePoint 2010. But with the very soon to release SharePoint 2013, I will provide some information in another post. Stay tuned!

5 Exciting New Features of SharePoint 2013

By now, most of you reading this have likely heard a little about SharePoint 2013, Microsoft's next version of its best-selling collaboration platform. In this short blog, we wanted to highlight some of our favorite features that will be in the next version of SharePoint.

Correct Empty ULS Logs in SharePoint 2010

imageIf you're unsure what ULS logs are or what they're used for, please see my previous post where I cover the basics. On a recent project, I was adding a new server to a SharePoint 2010 farm. After the join was completed, I went to go review the ULS logs to ensure all looked well and no serious errors or other issues came up. To my surprise, it was empty! It turned out to be a simple fix, but here are some things to check when this happens:

  1. ULS logging is driven by the Windows service "SharePoint 2010 Tracing". Ensure this service is started, and if it is already running, right-click on it and choose restart. Then re-check the ULS logs.
  2. If the above tracing service is started and re-starting doesn't help, it likely is permissions related. This was the problem in my case. To fix this, do the following:
    1. In this environment, the tracing service was running as the application pool account. We need to add that account to the local user group "Performance Log Users".
    2. Check the membership of this group on a working farm server, and ensure the new farm server has the same group membership.
    3. Restart the tracing service, and check the ULS logs again for entries.
  3. If you still have trouble, check the other local security groups like WSS_WPG and WSS_ADMIN_WPG groups and ensure the problem server has the same memberships.

While you shouldn’t have to, it might be necessary to either perform an IISRESET on the problem server, or even reboot to ensure new credentials take affect.

Quick Tip: Change the “Search this site…” text in SharePoint 2010

SNAGHTML6b48e8bI recently had a client that wanted to change the default text that appears in all search boxes. By default it shows “Search this site…” and the client wanted it to be a little more customized to their environment. It turns out this is very simple to accomplish, and no code! We just need to edit 2 XML files.

Check SharePoint 2010 Site Collection Locks with PowerShell

Awhile back I ran into an issue where I had some site collection backups that failed to complete. No big deal, but this caused the locks on the site collection to remain in place, as I curiously found my administrator account with deny permissions on all sites in the site collection. This begs the question “What other site collections could be locked?” That becomes a real problem if you have a large number of site collections. Who wants to check each one in Central Administration one by one? Being the non-developer type, I turn to my trusty friend PowerShell.

First, what are we talking about specifically? In Central Administration, click Application Management, then under Site Collections, click Configure quotas and locks. Choose your web application/site collection, and view it’s status:

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Keep Up to Date on Microsoft SharePoint Cumulative Updates

SharePoint 2010 Cumulative UpdatesUpdates are everyone’s favorite topic, and I just wanted to throw out a few good resources on how to keep up to date on the updates that Microsoft released for SharePoint 2010 and WSS 3.0 / MOSS 2007.

The Updates RSS Feed

First and foremost, to keep up to date on SharePoint updates, you need to subscribe to the updates RSS feed! These posts provide links to the KB articles and downloads for the various configurations (Microsoft Office, SharePoint Foundation, Server, Server with Project Server, Office Web Apps, FAST Search, etc.). Notice that this feed includes all Office products, not JUST SharePoint. Unfortunately Microsoft doesn’t publish an update feed just for SharePoint that I know of. Also, Stefan Gobner, a Senior Escalation Engineer with Microsoft support, does a bang up job also posting SharePoint CU releases on his blog, as well as when issues come up. Links:

Quickly Find the SharePoint 2010 Configuration Database with PowerShell

powershell_iconI wanted to share this quick tip with PowerShell. Many times, we need to have an easy way to find the configuration database, and like a good SharePoint administrator, you want to try and use PowerShell. I have come across other blogs here and others that mention finding this with the registry, so this is just another way to do it.

Easy Way to Get Relative Path of SharePoint 2010 Site via PowerShell

powershell_iconThe more I learn and get to know PowerShell, the more I love it. I am able to perform what used to be time-consuming tasks (many hours or days) in seconds (after you write the script of course). While writing a script recently to perform some tasks on numerous SharePoint sites (webs to be precise), I was constructing URLs for the sites and using as variables and I needed only part of the URL (the managed path). After a little poking around, I found a nice easy way to do it.

Tips to Avoid Login Prompts in SharePoint

imageOne of the most common issues I hear when implementing SharePoint for new clients, or supporting an existing SharePoint environment is the dreaded login prompt. There are multiple reasons for the password prompt, but I'll try and cover the basics here.  Personally, I haven’t had to login to our internal company SharePoint in at least 6 or 8 months!  How can you achieve this SharePoint nirvana? Let’s walk through the common steps to avoid having to login to SharePoint, whether opening the site or when opening documents. Here’s a quick rundown.

  1. 1. Internet Explorer Security Zone
  2. 2. Windows Credential Store
  3. 3. Prompts When Opening Documents

SharePoint 2010 Ratings and Custom Content Types

imageThere are numerous cool new features in SharePoint 2010, and I’ve found that integrating them into custom solutions are not always straightforward. I found this to be true with ratings as well. Ratings are one of the new social tagging features that gives users a 1–5 star graphic to rate content. You can find a high level overview of social tagging features here on TechNet.

Normally this isn’t a problem. For example, you have your normal Shared Documents library, and you want users to be able to rate content. No problem right? We go into the library settings, and then click on Rating Settings. We simple click Yes, and hit ok. Too easy:

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Submitting a Document Set to a SharePoint 2010 Repository in Workflow

docset_welcomepage_bigEvery so often while working in SharePoint, you encounter a feature that has almost no documentation or you can’t find anyone with a similar issue. This happened to me when I was trying to configure a workflow to move a document set to a Records Center. After I got this to work, I wanted to try and save others the grief and frustration that I experienced. If “Unknownerror” means anything to you, this post is for you.

Who Would Use This?

This action might be useful in document management scenarios, where documents have a formal “approval” process, and management policies are defined to “expire” them to meet retention policies. Once expired, they would be removed from the current location and moved to another location, specifically a Records Center in this case where they sit waiting to be purged from the system.

Tip: How to Rename a SharePoint 2010 Server

Even if you’ve planned your SharePoint project properly, or it might be years later, you need to rename your SharePoint 2010 server. This quick tip covers this on SharePoint 2010 which is a much cleaner experience than it was in 2007. There is an STSADM switch that can handle it, but for 2010, there is a certain procedure to yield best results. I was able to do this on a single SharePoint server earlier and it worked great! This was a single SharePoint server with SQL on another server.

For 2010, there’s a new PowerShell cmdlet for this very thing, Rename-SPServer. This is this article on TechNet covering the procedure. It has you renaming the server itself first, then fixing up SharePoint. However I’ve heard of issues with that, and I had better results by doing it in reverse. That is, running the PowerShell to fix up SharePoint then renaming the server. Here is what I did:

  1. Tell SharePoint about the new server name via PowerShell. This is done via the Rename-Server cmdlet. Of course get-help is your friend to get details and examples, however the context help of the cmd (and the technet article for that matter) IS WRONG! It’s funny, because the example is right, but the explanation isn’t. Go figure, nobody’s perfect. Anyway, you give the command the old and new server names. TechNet says the old server name is in the form of a URL. That throws an error. It should just be . So the whole command would be like:
       1: Rename-SPServer –identity “old_server_name” –name “new_server_name”

Microsoft SharePoint Conference 2011–Day 4

Microsoft SharePoint Conference 2011Well, today’s the last day of the conference. I know, it’s very sad, but a great time was had by all. This was my first big conference, and I really enjoyed the experience. There were 3 breakout sessions today back to back with the day closing out with lunch in the early afternoon. It’s hard to believe they crammed 240 sessions in 3 and a half days! I got to rub elbows with some of the greats in the industry, bloggers, authors, MVPs and lots of folks from Microsoft. If there’s one tip I can give, it’s to stay in a hotel close to the conference! It was awesome to be able to be in 1 minute walking distance. You have to be able to drop off all the freebies in your room.

Microsoft SharePoint Conference 2011–Day 1

SPC-2011sThe first day started with the big keynote with all of the about 7500 attendees! That’s a lot of people lovin’ some SharePoint in one place! Well, let me back up. On my way into the convention center for breakfast before the keynote, I noticed there was all this noise outside. Turns out a software vendor and SharePoint competitor called Huddle had hired a marching band to play a few tunes right outside the conference and march through. In my opinion, quite childish. Anyway, on the good stuff …

Walked into the keynote speech, and was entertained by the sweet sounds of DJ Keenan Kameleon. He’s a Senior Product Manager with the SharePoint Team at Microsoft. I’m told you can listen to his music mix from the keynote online here. Jared Spataro, Senior Director of SharePoint Product Management was up first, and gave some updates on some numbers. Can you say 62 million licenses sold of SharePoint with 125 million users? The overall theme for the conference is Productivity Delivered, which celebrates all the excellent work and solutions that customers and partners have developed on the platform. I won’t bore you with all the details, but you can read more on the MS SharePoint Team blog.

What To Do When the SharePoint ‘What’s New’ Web Part Isn’t Available

Group Work Lists site featureIt’s well documented that the What’s New web part can be very helpful in showing recent information about content in a list or document library. It’s also well documented that to be able to add this web part in SharePoint 2010, you have to activate the site feature “Group Work Lists”. But what happens when you go to Site Actions –> Site Settings, click Manage Site Features and activate the feature, but the web part is still missing from the available web parts list?

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!

 

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.

Official Release of SharePoint Server 2010 and Office 2010!

Today is the day!  Microsoft officially has released SharePoint Server 2010 and Office 2010 and related 2010 products like SharePoint Designer, Project 2010 and Visio 2010.  You can watch the event and get other information at the launch site:

http://sharepoint.microsoft.com/businessproductivity/proof/pages/2010-launch-events.aspx

Other Resources

If you would like more information on SharePoint Server 2010, you can check out the following resources:

 

Breakdown comparison of the editions of SharePoint Server 2010

http://sharepoint.microsoft.com/en-us/buy/Pages/Editions-Comparison.aspx

SharePoint 2010, Office 2010, Visio 2010 and Project 2010 Hits RTM

The time has finally arrived!  Microsoft’s Corporate VP for Microsoft Office Takeshi Numoto recently announced the final release milestone for the 2010 wave of Office products including SharePoint 2010, Office 2010, Visio 2010 and Project 2010.  Here are the critical dates...

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.