2/05/2013

Cincinnati SPUG Meeting this Thursday

 

We meet at MAX at 6:00 for food and networking and start the meeting at 6:30.  Details here.

I'll be presenting…

The Mystical SharePoint Super User and Auditor

A look into SharePoint User Policies, the creation of “super users” and how to take away powers from everyone else!

In this session we will explore SharePoint Permission Policies and User Policies to grant application wide permissions to selected users to create the often mentioned but rarely documented “Auditor” and “Super User” roles. We will also see how to use SharePoint’s only option to deny permissions to restrict even Full Control users from things like creating subsites.

Mike Smith is a SharePoint MVP, a Senior Instructor at MAX Technical Training, author and an official SharePoint nut.

2/03/2013

Add a Content Editor Web Part (CEWP) to a Survey

 

Had an interesting question… how do I add a Content Editor Web Part to a SharePoint survey. Turns out this is pretty easy, with one trick, one bug and one caveat.

  • SharePoint 2007 will need a web part trick.
  • SharePoint 2013 has a "bug" that requires you to edit the page in SharePoint Designer. The steps below include 2013 just in case they fix the bug! Be forewarned, adding a CEWP in Designer 2013 is not trivial as they left out the Design View. You have to hand edit your HTML for the web part!
  • The caveat has to do with how multipage surveys are displayed. There are only two web pages, no matter how many Page Separator columns you added; one web page for page 1 (Newform.aspx) and one web page for all other "pages" (Editform.aspx). What this means is that you cannot add a different page level (or web part) customization on "page 3" than on "page 4".
  • Trivia: Both SharePoint 2010 and 2013 surveys still use the old 2007 user interface! No ribbon!

When you respond to a multipage survey the following happens:

  1. NewForm.aspx is displayed. (this is the first "page" of your survey) When you click Next SharePoint creates a new list item in the Survey list and then loads EditPage.aspx for the rest of the questions. The URL for the first page looks like this:
      http://sharepoint/sites/Training/Lists/Survey/NewForm.aspx?IsDlg=1
        (2007 and 2013 do not add the "?IsDlg=1".)
  2. EditForm.aspx is displayed for "page 2" starting with the next question in the survey. In my example the question is named "Comments":
      http://sharepoint/sites/Training/Lists/Survey/EditForm.aspx?ID=7&FirstField=Comments&IsDlg=1
        (2007 and 2013 do not add the "?IsDlg=1".  ID is the item ID of this survey response.)
  3. EditForm.aspx is displayed for "page 3" starting with the next question in the survey. In my example the question is named "How many days?":
      http://sharepoint/sites/Training/Lists/Survey/EditForm.aspx
      ?ID=7&FirstField=How%5Fx0020%5Fmany%5Fx0020%5Fdays%5Fx003f%5F&IsDlg=1

Note that after page one the same web page (and web part) is used to display all remaining questions. They only difference is the FirstField parameter in the URL. So… an edit made to NewForm.aspx is displayed on the first page of the survey while an edit made to EditForm.aspx is displayed on all survey pages after page 1.

 

Here's the steps for SharePoint 2007, 2010 (or Office 365 2010) and 2013:

  1. Create the survey as usual
  2. Go to the survey and click "Respond to this Survey". (you will be on NewForm.aspx) If it is a multi page survey and you want to edit everything after page 1 then click Next. (You will be on EditForm.aspx)
  3. For SP 2010, right-click in a blank area in the dialog box and click Properties. Copy the URL (make sure you get it all as only two lines are displayed) Paste the URL into the browser's address bar. If you are working with 2010 then remove the "?IsDlg=1" from the URL. Press Enter to display the form.
  4. For 2007 add "&ToolPaneView=2" to the end of the URL Press Enter to display the form.
  5. For SP 2010 and 2013 click Site Actions (The "gear" for 2013) and Edit Page. (2007 is already in edit mode due to the ToolPaneView=2.)
  6. Click Add A Web Part and add your Content Editor Web Part. This is where SP 2013 fails. The panel to add a web part is displayed behind the web page. You can see it but not click it. Go to SharePoint Designer, open the site, open the survey list and edit NewForm.aspx or EditForm.aspx and add the web part there.
  7. Click the dropdown menu on the web part and click Edit Web Part. For SP 2007 click the Rich Text button. For SP 2010 click in the web part and start typing. For SP 2010 the text editor ribbon will not be displayed. You may want to create the text in another CEWP and copy and paste it into this CEWP.
  8. Click the OK in the web part's Properties panel to save your changes.
  9. Test your survey.

Tip: When you create your survey checkmark "Allow multiple responses". If you forgot to do this then go to the Survey and click Settings, Survey Settings, Title Description and Navigation.

image

 

For more survey customization options see Chapter 12 of my book SharePoint Customization for the Site Owner. 
What's in this chapter?
  • A list of survey tips, including how to create custom views
  • A better Yes/No field for surveys and lists
  • Adding a Welcome or Instructions message to the Overview page
  • Adding a Welcome, Instructions or Thank You message to the survey
  • Adding Color, Fonts and HTML to Surveys

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2/01/2013

SharePoint Workspace gone for 2013!

 

Just an FYI…

http://technet.microsoft.com/en-us/library/cc178954.aspx

SharePoint Workspace Product

SharePoint Workspace

End of life

SharePoint Workspace is being removed from the Office product base.

We will release Folder Sync with Office 2013.

N/A

The replacement feature is Folder Sync, which is included with Office 2013. This lets users take doc libraries offline for SharePoint and sync them.

N/A

For those not upgrading to Office 2013 yet, SharePoint Workspace 2010 may still work with SharePoint 2013.

You may also want to search that article for "End of life", "removed" and "removing" to see what else is gone.

 

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1/23/2013

Cincinnati PowerShell User Group Meeting with Keith Mayer (Round 2)

 

Thursday 1/24/2013 6:00 at MAX Technical Training

Before our December meeting came to a close, Keith mentioned a follow-up presentation. I am pleased to announce he will be joining us again on Thursday January 24th! He will continue his presentation with the second half of PowerShell management and virtualization – this time with a focus on managing Windows Azure virtual machines via PowerShell.

Registration and other details here: http://www.meetup.com/TechLife-Cincinnati/events/98558502/

Registration is optional, but helps us with planning.

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1/02/2013

January SharePoint Events in the Cincinnati Area

 

 

Cincinnati SharePoint User Group Meeting – Thursday 1/3/2013  6:00-8:00

Please register here so we know how much food to get! http://www.meetup.com/TechLife-Cincinnati/events/94158842/

Lisa Gardner will present on SharePoint and SQL Server

SharePoint is a rapidly growing application that relies heavily on SQL Server. In this session, we will discuss what a DBA needs to know to successfully manage instances hosting SharePoint databases. What configuration options are best for a SharePoint workload? What kind of maintenance should be performed? How should databases be provisioned? What the heck are all these databases for anyway? We will also discuss some nomenclature and key components of SharePoint to help DBAs better communicate with SharePoint application teams.

This presentation is aimed at DBAs who have to manage SharePoint databases, but it definitely pertains to SharePoint administrators as well.

  • Outline:
    • SharePoint Overview
    • SharePoint Databases – what they are, best practices, sizing guidance
    • SQL Server Configuration, Setup, and Maintenance for hosting SharePoint
    • What to look out for – common

Lisa Gardner
Microsoft Premier Field Engineer
SQL Server
US PFE - Central Region

 

Dayton SharePoint User Group Meeting – Tuesday 1/8/2013 6:00-8:00

Info here: http://www.dayspug.org/SitePages/Home.aspx

Session Title: What’s New in SharePoint Server 2013 for IT Pros

Abstract:
SharePoint Server 2013 can help you achieve new levels of reliability and performance, delivering features and capabilities that simplify administration, protect communications and information, and empower users while meeting their demands for greater business mobility. In this session you will learn more about what's new for IT Professionals in SharePoint Server 2013 and how its features and capabilities can help simply administration, protect communications and information, and empower users. Sign up for a FREE Windows Azure trial before this session at http://aka.ms/AzureCloudLab to prepare for building your own SharePoint Server 2013 lab in the cloud!

Speaker:
Keith Mayer is a Technical Evangelist at Microsoft focused on Windows Infrastructure, Data Center Virtualization, Systems Management and Private Cloud.

 

SharePoint Saturday Indy – January 12th, 2013

Register here: http://www.sharepointsaturday.org/Indy/default.aspx

SharePoint Saturday is coming back to Indianapolis. 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!

SharePoint Saturday Indianapolis will be held January 12th, 2013 on the campus of Indiana University-Purdue University Indianapolis (IUPUI) in the heart of downtown Indianapolis. Our call for speakers is now open, to submit download the submission form at http://sdrv.ms/TpsQHX, fill it out, and submit it to spsindy@outlook.com. If you are interested in sponsoring the event, please send an email to spsindy@outlook.com for more information. Keep an eye on this page for more information about the event as it develops.

 

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12/31/2012

SharePoint 2013 First Looks for ITPros and Developers

 

I will be presenting two FREE First Look clinics this Thursday and Friday at MAX Technical Training. You can attend these sessions in person at MAX's Mason, Ohio training center or remotely using any PC.

Just for fun, when registering add a note that "Mike sent me!" (Or maybe… "Attending in spite of Mike")

 

MS-40027 First Look: What's New for Developers in Microsoft SharePoint 2013

More info here: http://www.maxtrain.com/Classes/ClassInfo.aspx?Id=43826

This 1/2 day instructor-led developer first-look course provides an overview of the new features, functional areas, product enhancements, and application models in SharePoint 13.

At Course Completion

  • Provide an overview of the new features, functional areas, and product enhancements in SharePoint 2013.
  • Summarize the key features of the SharePoint 2013 application development platform and describe the key features of Marketplaces.
  • Explain what a SharePoint-Hosted app is, and describe how to build a SharePoint-Hosted app.
  • Explain what a Cloud-Hosted app is, and describe how to build a Cloud-Hosted app.
  • Describe how developers extend Office Application user interfaces by creating Apps for Office and publishing them in different catalogs.
  • Describe how to create and code a simple App for Office that interacts with document content.
  • Describe improvements in Manage Metadata Services, Enterprise Content Management and Web Content Management in SharePoint 2013.
  • Describe the new social networking functionality available to SharePoint 2013 App developers.
  • Describe how the new capabilities of the SharePoint Search engine can be used in SharePoint Apps.
  • Describe how to query the index from a SharePoint-Hosted app using CSOM.

MS-40028 First Look Clinic: What’s New for IT Professionals in Microsoft SharePoint Server 2013

More info here: http://www.maxtrain.com/Classes/ClassInfo.aspx?Id=44107

This 1/2 day instructor-led first-look clinic explains the new and improved product features as applicable to IT Professionals and how to install, deploy, manage, and administer SharePoint Server 2013. It also provides information on how to integrate SharePoint Server 2013 with key applications and how to maintain and troubleshoot SharePoint Server 2013.

At course completion:

  • Identify the major new features in SharePoint 2013 for IT Pros
  • Discuss the major architectural changes in SharePoint 2013
  • Describe the major changes to the BCS and the search service
  • Describe the new BI and composites features in SharePoint 2013
  • Describe the new content management and compliance features
  • Identify the new features for social computing and mobile users

 

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12/28/2012

Fun and Games with Site Collection Administrators

 

SharePoint has three kinds of Site Collection Administrators: Primary, Secondary and "other". When you edit the list of admins in Site Actions, Site Settings there is just a list of admins with no indication of kind. So who is the Primary? What happens when the list is edited and the Primary and / or Secondary is removed? Then who's the Primary?

This article has two parts:

  • Background on Site Collection Administrators
  • Weird Fun and Games

I did my testing in SharePoint 2010, but expect similar results in both 2007 and 2013. I'll test those when I get a chance.

Background

A Site Collection Administrator is:

  • a user assigned to the SPSite.Owner property. They are displayed in Central Administration as the "Primary site collection administrator".
  • a user assigned to the SPSite.SecondaryContact property. They are displayed in Central Administration as the "Secondary site collection administrator".
  • a user added in Site Actions, Site settings as a site collection administrator. They are not displayed anywhere in Central Administration. They are added in the site using Site Actions, Site Settings, Site Collection Administrators. (Both these admins and the Primary and Secondary admins have their SPUser.IsSiteAdmin property set to true.)

What makes them special:

  • All Site Collection Administrators have full control over the entire site collection and can see all content. (unless limited by Central Administration, Applications, User Policy)
  • Only the Primary and Secondary admins receive administrative email alerts for the site collection (Quota exceeded warnings and Site Use Confirmation and Deletion notices)

Finding them with Central Administration

image

Finding them with Site Actions, Site Settings

image

Finding them with PowerShell (just the Primary and Secondary here:

$site = get-spsite http://sharepoint/sites/training
$site.Owner
$site.SecondaryContact

Or for all Site Collections in a web application:

Get-SPWebApplication http://sharepoint | Select -ExpandProperty sites | Select url, owner, secondarycontact | ft -AutoSize

Now for the Fun and Games!

I created a new site collection and assigned:

  • Primary Site Collection Administrator (Owner):  susanj
  • Secondary Site Collection Administrator (SecondaryContact):  samc

I confirmed the admins in:

Central Admin:

image

Site Actions, Site Settings:

image

PowerShell:

Get-SPSite http://sharepoint/sites/test1 | select url, owner, secondarycontact

Url                           Owner             SecondaryContact
---                           -----             ----------------
http://sharepoint/sites/test1 SHAREPOINT\susanj SHAREPOINT\samc

 

Now I add two more Site Collection Administrators from Site Actions, Site Settings:

image

No change in Central Administration as these new admins are not the Primary/Owner or Secondary/SecondaryContact and have been added as "other site collection admins". (Their IsSiteAdmin property has been set to True.)

For PowerShell we need to add one more request to get the list of "other" admins (IsSiteAdmin=true)…

$site = Get-SPSite http://sharepoint/sites/test1
$web = $site.RootWeb
$web.AllUsers | Select UserLogin, IsSiteAdmin 

UserLogin                IsSiteAdmin
---------                -----------
SHAREPOINT\samc                 True
SHAREPOINT\administrator        True
SHAREPOINT\stellas              True
SHAREPOINT\susanj               True
SHAREPOINT\system              False

So now I have:

  • Primary Site Collection Administrator (Owner): susanj
  • Secondary Site Collection Administrator (SecondaryContact): samc
  • Additional admin: stellas
  • Additional admin: administrator

 

Now for the fun…

I logged in as Stella and then using Site Actions, Site Settings I removed sam and susan (the Primary and Secondary). So who is now what?

  • Primary Site Collection Administrator (Owner): stellas
  • Secondary Site Collection Administrator (SecondaryContact): none!
  • Additional admin: administrator

Then I added susan and sam back:

  • Primary Site Collection Administrator (Owner): stellas
  • Secondary Site Collection Administrator (SecondaryContact): none!
  • Additional admin: administrator
  • Additional admin: samc
  • Additional admin: susanj

I then tried all kinds of combinations of adding and removing admins from Site Actions, Site Settings and from Central Admin.

Learnings

  • There are two kinds of Site Collection Administrators: the ones who receive site event emails, and all of the rest. Except for the emails, they all have the same permissions.
  • The order of site collection administrators in Site Actions, Site Settings does not tell us who is the Primary or the Secondary. The order is simply the order the users are found in the SPWeb.AllUsers collection, sorted by DisplayName. There is no way to find out who the Primary or Secondary is except for Central Administration and PowerShell.
  • If a Primary Site Collection Administrator is deleted from Site Actions, Site Settings, a replacement is automatically selected using the first person found in order by ID. (ID's are assigned in the order users are added to the site collection. First user is ID #1, etc..)
  • If a Secondary Site Collection Administrator is deleted from Site Actions, Site Settings, a replacement is not automatically selected. A Secondary Site Collection Administrator can only be added from Central Administration or by using PowerShell.

Obvious, right?

 

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    a

12/23/2012

SharePoint: Use my local drafts folder

 

Update: In SharePoint 2007 the "Use my local drafts folder" checkbox was checked by default. In SharePoint 2010 and 2013 it is not checked by default. Turns out that this is an Office default and not a SharePoint default and can be changed from the Options screen of Word or Excel. See here for how to change this default: http://techtrainingnotes.blogspot.com/2013/03/sharepoint-change-default-for-my-local.html

When checking out a document SharePoint 2007 and later offers an option to automatically download a copy of the file to your local machine.

    image

Selecting this option will download the file to your computer into a SharePoint Drafts folder inside of your My Documents folder.

    image

When you later check in the document, SharePoint will automatically upload the file from the SharePoint Drafts folder. The file is also automatically deleted from the drafts folder. The file will also be deleted if you Discard the Checkout.

image

If you cancel the upload you will also cancel the check in.

So far, a very hand feature!

 

There is an unexpected side effect of the "Use my local drafts folder" option…

  • Check out a document with the Use my local drafts folder option
  • Later return to the library and download the document
  • Edit the downloaded file and then upload back to the library
  • When you later check in the file, the copy of the file downloaded to your drafts folder will be uploaded, overwriting your previously uploaded file!

 

What about Security?

Just something to think about… do your users know what's in their draft folders? Is there any content getting downloaded into laptops and forgotten about?

 

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12/22/2012

Weird problem with SharePoint Designer workflows and Office 365

 

I wanted to add a quick little workflow to a SharePoint Online / Office 365 (2010) site using SharePoint Designer 2010. When adding the workflow all I got was a blank screen.

My steps:

  • Open SPD 2010 and open the Online (2010) site
  • Click Workflows, click new List Workflow, select my list, enter a title and description, click OK
  • and…  nothing… no workflow editor, no error message, just a blank workflow list

                           image

Note that this was a SharePoint Online 2010 site, not a 2013 site.

The fix?

Create the workflow using SharePoint Designer 2013! SPD2013 can create both 2010 and 2013 style workflows, but when used with a 2010 site it can only create 2010 style workflows.

Here's the KB:

You have problems with workflows or receive errors in SharePoint Designer 2010
http://support.microsoft.com/kb/2794961

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12/19/2012

CincyPowershell with Microsoft IT Pro Technical Evangelist Keith Mayer

 

Reminder for Cincinnati area PowerShell nuts!

Thursday, December 20, 2012, 6:00 PM at MAX

On December 20th, we will be joined by special guest speaker Microsoft IT Pro Technical Evangelist Keith Mayer. For this event, he will be speaking on Hyper-V and PowerShell. To learn more about Keith, visit his blog at http://blogs.technet.com/b/keithmayer/. We want to give Keith a great event too, so spread the word!

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