Tuesday, March 1, 2011

Moving to WordPress

Hi there, my official new blogging can be read at http://sharepointburger.wordpress.com/
it was time to move onto a more flexably blogging tool.

Wednesday, January 26, 2011

Migration Tools for 2010

I'm currently reviewing some third party tools to assist us in our migration fo our SharePoint 2007 - SharePoint 2010 FARM. Its a big task to look into the contenders in this space with many similar features and capabilities in this space.

Ill be giving some feedback from my findings in this space but for now, I leave you with this great post on a demo with some of the big contenders in this space:

Monday, November 1, 2010

In Place Record Managment and Undeclare a Record

To use In Place Record management in your site first activate the feature.

Site Actions > Site Settings > Site Collection Feature

Setup the Site Collection Record Management Settings from
Site Actions > Site Settings > Record declaration settings

Record Restriction, Record Declaration Availability and Declaration Roles can be setup.

In Place Record Management Can then be used in the Libraries:

A Lock key is shown to indicate it is a Record (locked)

Record Management can also be setup on the Library level.

Library > Library Settings > Record declaration settings

Manual Record Declaration Availability and Automatic Declaration can be setup here.

How to Undeclare a record

There is no icon to undeclare a record in the Ribbon. In order to undeclare a record, go to the item and select Compliance Details on the drop down menu:

Select undeclare record
The record is undeclared and can be edited or deleted or declared a Record again.

Friday, October 1, 2010

Content Query Webpart Missing Content Type and Approval Status

Ive got a few document libraries and I have a dashboard with a Content Query . My SOURCE is the Site Collection, LIST TYPE is Document Library. Run over All Content Types.
What bothers me is that I use to Filter Documents by Approval Status, thus showing Draft or Pending Documents and Group these by their Content Type.
Both these were available in 2007, but removed from 2010 CQWP

I have found a solution though. Sharepoint Designer 2010.
Create a dummy Filter and Group by field. Open the properties of the CQWP and replace the GUID of the Filters with the Approval Status GUID.
Also same with the Dummy Group by Field. Replace it with the Content Type GUID.

Approval Status fdc3b2ed-5bf2-4835-a4bc-b885f3396a61 _ModerationStatus
Content Type c042a256-787d-4a6f-8a8a-cf6ab767f12d ContentType

I found this link for List GUIDs http://aarebrot.net/blog/2010/06/frodes-awesome-list-of-sharepoint-column-field-ids-for-sharepoint-2010/#comment-3347

So the fields are missing in 2010 CQWP dropdowns but with the Guid you can still get it working as in 2007. Great for surfacing pending documents by Content Type on a Dashboard.

Just remember each time you edit the CQWP , youll loose those GUID settings, so always set this up in SharePoint Designer again.

Tuesday, September 28, 2010

Steps to setup the External Lookup Auto Update of Content Type

We had to bring in a solution where data gets fed into a document Library from a takeon procedure but also from a Day forward procedure. Part of our metadata is Employee Nr, Employee Name, Employee Surname. Since this is a document library InfoPath editing could not be done to style this edit page , but with some clever steps something could be created that mimics a edit form that is user friendly and secure.

The steps followed to a accomplish this was:

1 Create Content Type Personnel (Personnel, Surname, Nr)
This Content type, we used with Metadata Like Site ,Department and then our three fields: Emp Nr, Emp Name, Emp Surname all Text fields.

2 Create library and add Content type
Create a document Library that has Content Type enabled. Add the Content Type to this library. We had a process that updates Takeon data already with all the correct content metadata for the documents. New ones can then be added alongside.

3 Add Lookup Employee (Surname-Name-ID)
We have a External Content Type reading the Employee info from a SQL table. I added a Calculated Column (Employee Select) with type Calculation and Formula =Concatenate (Surname,”-“,Name,”-“,ID)

Look like this in the result of the list;

4 Add to the Library. Hide this from Default View
Add this lookup to the Document Library. Choose to show the extra fields but hide the Employee Select Column.

5 Add Workflow SharePoint Designer “Copy Over on Change Event”.
Now when a User selects a Employee from the list and updates the list, a SharePoint Designer workflow will copy and update the Content Type values.
Create a Standard SharePoint Designer Workflow and update the Update Current item Action:

Note that you can now update the item from the field source that is ‘n lookup list extra column as shown above. Then return The Lookup Value. Publish the workflow to run on item change.

6 Go to Content Type on the Library and set Personnel fields as Hidden
Go to the Document Library, update your Content Type and choose to set the fields as hidden.

Now Modify your Default view not to show the Employee Select Column and only the Content type Columns even though they are hidden they can be shown.
Edit and save to see you values update:

Quite Powerful when you have to update metdata columns and have a specific need like we did.

Thursday, September 16, 2010

Forms Authentication Using Active Directory Membership Provider in SharePoint

I was recently asked to change one of our Sites Authentication to Forms based Authentication.

This is handy , since you still get the logging in AD that I would like as in Windows Authentication and it is becoming more popular to have AD as you provider since groupings and security can be better and easier controlled than in perhaps SQL provider along it being the one source of users. You in short can only use one AD Provider (i.e Extranet AD) and a container that has your users stored in.

I found a good read on how to do this here and here

MOSS 2007 can use Active Directory as the data source using the ActiveDirectoryMembershipProvider. You can establish forms authentication with AD using the following procedure as mentioned in the posts above.

My important steps to note is:

1) Add the Connectionstring to your Sites web.config
2) Add the defaultProvider to your Sites web.config
3) change authentication to Forms in your Sites web.config
authentication mode="Forms"
forms loginurl="/_layouts/login.aspx" *specfiy the login page
4) Add the Connectionstring to your Central Administration web.config
5) Add the defaultProvider to your Central Administration web.config
6) Go to Sharepoint Central Administration to include authentication provider details.Update the Authentication Type and put the Provider name in.
7) Go to Site Collection Administrators. select the first administrators for the site from the domain specified in the ldap connection string of the ADProvider . * remember to create a Admin type user in your AD container to use here.
8) Run IISreset and off you go. You should hit the custom login and when logging in with your SharePoint Admin Account you will now be able to continue while bieing Forms Authenticated.

Tuesday, September 14, 2010

Installing Sharepoint 2010 Software prerequisites Manually

I had a extranet VMware server that wasn't allowed on the Internet.
The sharePoint 2010 installer usually gets the patches and prerequisites missing by downloading them.

I had to get them manually and here is the download list
compliments from from a a partial German link here

1.SQL Native Client

2.Hotfix for Microsoft Windows (KB976462) – NET 3.5 SP1 HotFix
for Windows 2008 R2

3.Windows Identity Foundation (KB974405)
for Windows 2008 R2

4.Microsoft Sync Framework Runtime v1.0 (x64)

5.Microsoft Chart Controls for Microsoft .NET Framework 3.5

6.Microsoft Filter Pack 2.0

7.Microsoft SQL Server 2008 Analysis Services ADOMD.NET

9.Microsoft Server Speech Recognition Language - TELE(en-US)

10.SQL 2008 R2 Reporting Services SharePoint 2010 Add-in