5/04/2012

SharePoint Governance Training

 

Creating a SharePoint governance plan, correctly, can be a real challenge as SharePoint governance is only partially about SharePoint. Because SharePoint is (too) easy to use it attracts content, user, compliance and best practices problems. Without a plan… well you know what you’ve got.

There are several approaches to creating your governance plan. One is to download one of the sample plans and do a little quick editing, and call it done! The second is to pay a consultant to write one for you, copied from their generic templates, which you can then file away and call it done. The third is to attend training to learn how you can create a proper plan unique to your company. The training I offer through MAX Technical Training is available in two formats, private training for your team, and public training. Which is best? I would recommend both. Ideally your future governance team leader(s) would first attend a public class. There they would discover the full scope of governance and learn about the issues and concerns from the other attendees, things that they had never considered . After the public training they would know enough about governance to assemble a proper governance team and schedule a private training / consulting session to start writing a proper governance plan.

The next public class is next week and there are still openings available. This is your opportunity to both discover the full scope of SharePoint content and user governance, and to learn from the experiences of other governance teams.

The next class is Thursday, May 10th, 2012 at MAX Technical Training.

MA-1040 - SharePoint Governance 2007 and 2010
http://www.maxtrain.com/Classes/ClassInfo.aspx?Id=741

For information about private governance team training contact MAX at 1-513-322-8888.

 

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4/30/2012

Cincinnati and Dayton SharePoint User Group May Meetings

 

Cincinnati SharePoint User Group

http://www.CincinnatiSPUG.org

Thursday, May 3rd, 2012, 6:30 PM (Pizza and networking at 6:00)

This month's presentation:

How many web applications do I need? Why?
Speaker: Shane Young, SharePoint Server MVP

In this session we will talk about web applications and how with proper planning they make life easier for your users, not harder as often assumed. From web applications we will also drill into site collections and why they should be the center of your universe. Quotas? Yeah! We need talk about them. Another key element will be branding. And finally we will sprinkle in some ideas how all of this will make having a governance plan easier. So come to this session and bring your questions. I like questions!   :-)

 

Dayton SharePoint User Group

http://www.dayspug.org

Tuesday, April 10, 2012

This month's presentation:

SharePoint Diagnostics

Riverbed will discuss how to solve the latency issues/bandwidth constraints associated with accessing SharePoint files or portals over the WAN, or even the individual remote user who needs to access large files quickly.

Social Event and Food:  6:00 p.m. until 6:30 p.m.

Announcements/Sponsors:  6:30 p.m. until 6:45 p.m.

Main Presentation:  6:45 p.m. until 8:00 p.m.

4/20/2012

SharePoint Saturdays in Dayton and Cincinnati

 

SharePoint Saturday Dayton


June 30th, 2012

  • Call for sponsors! (almost over!)
  • Call for speakers! (until May 4th)
  • Registration is now open!

http://www.sharepointsaturday.org/dayton

Follow on Twitter: @SPSDayton

 

SharePoint Saturday Cincinnati


October 27th, 2012

Follow on Twitter:  #SPSCincinnati

http://www.sharepointsaturday.org/cincinnati

 

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4/04/2012

Cincinnati SharePoint User Group Meeting 4/5/2012!

 

Update… 4/5, not 4/4!!!

 

This month we will have two presentations:

  • Clint Richardson will be giving a presentation on SharePoint Security
     
  • Bill Crider will be giving a presentation on customizing My Sites

 

And… I have a couple of new books to add to the door prizes.

 

http://www.CincinnatiSPUG.org

Twitter: @cincyspug

 

Logo created by Michael Hiles

 

 

 

 

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SharePoint Saturday Call for Speakers and Sponsors is Open!

 

Our very first SharePoint Saturday Dayton is in the works! 

Join SharePoint architects, developers, and other professionals that work with Microsoft SharePoint for the very first "SharePoint Saturday Dayton" event on June 30th.  SharePoint Saturday is an educational, informative & lively day filled with sessions from respected SharePoint professionals & MVPs, covering a wide variety of SharePoint-orientated topics. 

SharePoint Saturday is FREE, open to the public and is your local chance to immerse yourself in SharePoint!

Follow the event on twitter @spsdayton.

Save the date! June 30th, 2012

Sponsors

Looking to support the Dayton area SharePoint community and reach out to SharePoint architects, developers, and other professionals that work with Microsoft SharePoint? A SharePoint Saturday is one of the most effective way of reaching local SharePoint community!

Click here for sponsor information: http://www.sharepointsaturday.org/dayton/Pages/sponsors.aspx

 

Speakers

SPS Dayton is an opportunity to share your knowledge and experiences with the SharePoint community. We are seeking sessions that are educational, informative, and practical in nature. Abstracts that are submitted should fall into one of four general categories.

  • Development. Sessions that address the SharePoint object model, custom code, interactions with SharePoint via its services, etc.
  • IT Pro. Sessions that cover SharePoint administration, configuration, scalability, infrastructure implementation, and related topics
  • Information Worker. Sessions that pertain to end-user SharePoint concerns such as site design, information organization, SharePoint Designer topics, user adoption, etc.
  • Special Topic. Sessions such as case-studies, cross-disciplinary subjects, and any session that doesn’t fit well in one of the other three categories.

Go here to submit your proposals: http://www.sharepointsaturday.org/dayton/Pages/speakers.aspx

 

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3/25/2012

Names you can’t use for a SharePoint subsite!

 

 

Try to create a subsite in a publishing site named "Workflowtasks"

Error

The Web site address "/workflowtasks" is already in use.

image

 

I checked and View All Site Content does not list this subsite. But... it does list a
list named "Workflow Tasks". That should not be a problem as the URL for
lists always include "/Lists/".

http://intranet.contoso.com/Lists/Workflowtasks

So why can’t I create a subsite named “workflowtasks”? When the publishing feature is enabled it creates a special list in the root of the site (i.e. no "/Lists/") named "workflowtasks".

(Why would you ever create a subsite named “Workflowlists”?  Because in one of my SharePoint workflow classes step one of the lab said “create a subsite named “Workflowlists”!)

 

Other root level list names that cannot be used for subsites

The following is a list of a few of the names that cannot be used as subsites of a Publishing template based site:

  • Long Running Operation Status
  • Notification Pages
  • PublishedLinks
  • Quick Deploy Items
  • Relationships List
  • Reports Lists
  • ReusableContent
  • Variation Labels 

 

Other root level folder names that cannot be used for subsites

The following are names used in almost every SharePoint site for folders. Some are found in every subsite while a few are only found in top level sites.

  • _catalogs  ("Error: Site names cannot contain certain reserved words and
    cannot begin with an underscore.")
  • _cts
  • _private
  • images
  • Lists
  • m

image   image

 

Library names that exist in a site cannot be used as a subsite name

 

Error

The Web site address "/Shared Documents" is already in use"

  • Shared Documents
  • SitePages
  • etc...

Try to create a subsite named "Lists"...

Error

Cannot create a Web at "/lists" because a folder already exists at this
location.

 

To find names that are not valid as subsite names

Open your site in SharePoint Designer. In 2007 all of the folder and root level list and library names are displayed in the left panel. In 2010 click on “All Files”. (If you don’t see “All Files” then your Site Collection Administrator or you server administrator may have removed your “Allow Site Owners and Designers to See the Hidden URL structure of their Web Site” permission.)

 

A sample All Files in SharePoint Designer 2010:

image

 

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3/15/2012

Last Chance to Sign Up for SharePoint Cincy 2012!

 

 

SharePoint Cincy – March 16th, 2012

Northern Kentucky University’s Center for Applied Informatics and MAX Technical Training are bringing a major SharePoint event to the Cincinnati area! SharePoint Cincy will be held at the METS Center located in Erlanger, KY. The METS center is near the Cincinnati airport (CVG) and has lots of free parking.

You’ve got to be registered to attend and it’s filling up fast. Last year was a sell out and this year is a bigger and better event!

See the site for the agenda, speakers and registration: http://www.sharepointcincy.com

 

SharePoint_Cincy_2012_blog_graphic3[3]

3/12/2012

SharePoint Cincy – This Friday - March 16th, 2012

 

 

SharePoint Cincy – March 16th, 2012

Northern Kentucky University’s Center for Applied Informatics and MAX Technical Training are bringing a major SharePoint event to the Cincinnati area! SharePoint Cincy will be held at the METS Center located in Erlanger, KY. The METS center is near the Cincinnati airport (CVG) and has lots of free parking.

Only a few days left!

You’ve got to be registered to attend and it’s filling up fast. Last year was a sell out and this year is a bigger and better event!

See the site for the agenda, speakers and registration: http://www.sharepointcincy.com

 

 

SharePoint_Cincy_2012_blog_graphic3

Lots of great speakers will be there! (And I will be speaking there too :-) )

  • Robert Bogue, Thor Projects LLC.
  • Mike Buob, Sogeti, USA
  • Steve Caravajal, Ph.D, Microsoft Corporation
  • Bill Crider, Ascendum
  • Jorge Guerreiro, K2
  • Brian T. Jackett, Microsoft
  • Tavis Lovell, Ascendum
  • Tony Maddin, Ascendum
  • Jennifer Mason, SharePoint 911
  • Sean P. McDonough, Idera
  • Chris Murphy, Ascendum
  • Nitin Nagar, Ascendum
  • Ted Perrotte, Aspect Software
  • Mark Rackley, Juniper Strategy, LLC
  • Raveen Rajavarma, Ascendum
  • Clint Richardson, Ascendum
  • Larry J. Riemann, CBTS/Indigo Integrations
  • Jeffrey Segebarth, NewsGator Technologies
  • Peter Serzo, High Monkey Consulting
  • Mike Smith, MAX Technical Training
  • Adam Solzsmon, Ascendum
  • Matthew Tallman, Ascendum
  • Eric Weissmann, Ascendum
  • Shane Young, SharePoint 911

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3/05/2012

SharePoint: Search, Filter or Sort Lists from a Query String

 

The following works in SP 2007, SP 2010 and Office 365/SharePoint Online

 

Microsoft has generally done a good job of keeping new versions of SharePoint compatible with the older versions. While over time some features have dropped out of the documentation, most still work. An example is the Query String option to sort and filter a list. This was a feature from “SharePoint Team Services”, which is what they called SharePoint “back when”! The Query String feature we will look at here is still documented in an officially “archived” document on TechNet named “Using the URL to sort or filter a list” that can be found here: http://technet.microsoft.com/library/cc751316.aspx  As is often the case, I ran across the article by accident while searching for something else.

 

What’s a Query String?

A query string is a collection of more or more parameters added to the end of a URL. You see these throughout SharePoint and at most interactive web sites. As an example do a search using Bing.com for “techtrainingnotes”. After you click the search button your search text is appended to the URL and will look something like this: http://www.bing.com/search?q=techtrainingnotes.  The first parameter in a query string is identified with a question mark and each additional parameter is identified with and ampersand. Here the parameter name is “q” and the value is “techtrainingnotes”.

For the filter and sort tricks we will create a URL that looks something list this:

  http://intranet/sites/training/Lists/Tasks/AllItems.aspx?FilterName=Title&FilterMultiValue=Task 2

The first part, “http://intranet/sites/training/Lists/Tasks/AllItems.aspx” is the path to a view of a list and everything from the question mark to the end is the query string.

 

Filtering One or More Columns

To filter a task list to show just “In Progress” tasks you would first visit a view that included the Status column. The URL to this list would look something like this:

  intranet/sites/training/Lists/Tasks/AllItems.aspx

To filter this view you would add two query string parameters to the URL that specify the column to filter on and the value to filter for. This URL might look like this:

  intranet/sites/training/Lists/Tasks/AllItems.aspx?FilterField1=Title&FilterValue1=In Progress

 

You filter on more than column by adding additional FilterFieldX and FilterValueX parameters to the URL. To find all of Luis Bonifaz’s In Progress tasks you might use this query string:

  ?FilterField1=AssignedTo&FilterValue1=Luis Bonifaz&FilterField2=Status&FilterValue2=Not Started

 

Why “AssignedTo” and not “Assigned To”? List columns can have an internal name and a display name. You will always need to use the internal name in these queries. See “Finding the Real Column Name” at the end of this article to see how to find these internal names.

 

Notes:

  • There can be multiple filters per query named FilterField1, FilterField2, FilterField3, …, FilterFieldxxx
     
  • FilterNameX is the column we are searching in – this column must be displayed in the page… i.e. it must be in the current view.
     
  • FilterNameX is case sensitive!  A misspelled or miscapitalized FilterNameX column name causes the filter to be ignored and returns all rows from the list… So “Title” works and “title” does not.
     
  • FitlerNameX must be the internal name, which is not always the display name (details on how to find this name is at the end of this article)
     
  • FilterValueX is not case sensitive – searches for “in progress” and “In Progress” return the same results
     
  • FilterValueX does not support wild cards
     
  • All of the filters are AND’d together – i.e. the row in the list must match all of the filters to be displayed

 

Filtering a Single Column with Multiple Values and Wild Cards

The FilterField/FilterValue parameters can only find exact matches and only on a single value per column. You can also use “FilterName=” and “FilterMultiValue=” parameters to filter a column on more than one item or with wild cards. If you want to display all “In Progress” and all “Completed” tasks you could use this query string:

  ?FilterName=Status&FilterMultiValue=In Progress;Completed

You can also use wildcards in FilterMultiValue parameter:

  ?FilterName=Title&FilterMultiValue=*meeting*

 

You can combine FilterField/FilterValue with FilterName/FilterMultiValue when needed. Here’s an example to find all of Luis’s tasks with “meeting” in the task title:

  ?FilterField1=AssignedTo&FilterValue1=Luis Bonifaz&FilterName=Title&FilterMultiValue=*meeting*

 

Notes:

  • FilterName is the column we are searching in – this column must be displayed in the page… i.e. it must be in the current view.
     
  • FilterName is case sensitive!  A misspelled or miscapitalized FilterName causes the filter to be ignored and returns all rows from the list… So “Title” works and “title” does not
     
  • FitlerName must be the internal name, which is not always the display name (details on how to find this name is at the end of this article)
     
  • FilterMultiValue is not case sensitive – search for “in progress” and “In Progress” return the same results
     
  • FilterMultiValue supports wild cards! – Searching for “task*” finds “Task 1”, “Task 2” etc
     
  • As FilterMultValue contains the word “Multi” then you would expect to be able to filter on multiple terms… and you can – separate each term with a semicolon (;) like this:  &FilterMultiValue=In Progress;Not Started
    Be careful not to add any extra spaces. The following will not find “Not Started” because of the extra space after the semicolon:  &FilterMultiValue=In Progress; Not Started

You can sort too!

You can use the SortField/SortDir to sort on any column in the view:

    ?SortField=Title&SortDir=Desc

 

Sort can also be used with the other filters:

  ?FilterField1=AssignedTo&FilterValue1=Luis Bonifaz
     &FilterName=Title&FilterMultiValue=*meeting*
     &SortField=Title&SortDir=Desc

 

Filtering from Quick Launch and other Links

So how do you use this little tidbit of information? You can generally do what these filters do with a view. Views do have one have annoying limitation… you can only display the first 50 views created. Technically you can create more than 50, but only the first 50 get displayed. Besides, it’s kind of tedious creating all of those views.

Let’s say you have a list with your 350 retail stores and you wanted to be able to quickly display a view of the stores filtered by any one state. You could create the 50+ views (50 states plus the other postal codes), or you could:

  • Add links in Quick Launch to selected states:
        intranet/sites/training/Lists/Tasks/AllItems.aspx?FilterField1=State&FilterValue1=Ohio
     
  • Create a links list with all of the state codes and display it as a web part
     
  • Create a links list with all of the state codes, but display it as a dropdown list (http://techtrainingnotes.blogspot.com/2010/12/sharepoint-convert-links-list-to.html)
     
  • Create an HTML dropdown list with the state code and add a little JavaScript to create the filtered URL and redirect to it

 

Finding the Real Column Name!

The column name used as the FilterName parameter must be the internal name used by SharePoint, not the displayed name. As an example, in a task list there is a column named “% Complete”. The internal name of this column is “PercentComplete”. To find this name:

  1. Display the list
  2. Click the List (or Library) tab in the ribbon and click List (or Library) Settings
  3. Scroll to the bottom or the page and click the column name
  4. Explore the URL to find the internal name

image

intranet/sites/training/_layouts/FldEdit.aspx?List=%7B64C528B3%2D224B%2D4613%2D9D60%2D216300B5BCE0%7D&Field=PercentComplete

 

 

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3/02/2012

SharePoint Cincy – Two weeks from Today!

 

SharePoint Cincy – March 16th, 2012

Northern Kentucky University’s Center for Applied Informatics and MAX Technical Training are bringing a major SharePoint event to the Cincinnati area! SharePoint Cincy will be held at the METS Center located in Erlanger, KY. The METS center is near the Cincinnati airport (CVG) and has lots of free parking.

Only two weeks left!

You’ve got to be registered to attend and it’s filling up. Last year was a sell out and this year is a bigger and better event!

See the site for the agenda, speakers and registration: http://www.sharepointcincy.com

Lots of great speakers will be there! (And I will be speaking there too :-) )

 

SharePoint_Cincy_2012_blog_graphic

 

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