Refn: http://sharepoint.mindsharpblogs.com/Bill/archive/2009/10/08/What-Does-It-Take-to-Implement-a-Company[dash]Wide-Taxonomy[ques].aspx
Following article is by Bill English.
In my(Bill's) mind, the first place to start is strong set of business requirements that outlines what you want the taxonomy effort to achieve. In every company I've worked with, this has been lacking. With the lacking of a clear outline of the problems that need to be resolved, it's tough to know what success looks like and even more difficult to gain champion and grassroots support. So, the place to start is to ensure you have clearly defined business requirements that management has approved and can (and will) support.
What else needs to happen?
At a minimum, you'll need to work towards these goals:
Need to get a single-version of the truth by eliminating outdated or redundant data
Need to tag information with meaningful data that is highly discriminative
Need to train users to use the input and findability tools plus their metadata
Need to change the culture to get everyone on the same page because this represents serious culture, business process and information management changes
Need to develop document-type lifecycles that specifies the following:
********************************
-----------------------------
Document Type Content Owner Security Level Repository Recoverability Tool(s) Education Policies Metadata(Descriptors) Workflow ConsumingAudience ContentType
----------------------------------
Envision
Creation
Consumption
Retention
Archival
Disposition
********************************
Every company addresses these elements in a different way and in a different order, but essentially, you're connecting the following:
How information goes into the system (Putability)
How information comes out of the system (Findability)
What tools are needed for both
Taxonomies
Document Life Cycles
Let me emphasize that organizing information in SharePoint is directly connected to organizing information in your organization. This is *always* a business process, information management question before it is a technology question.
Monday, November 16, 2009
Sharepoint site typical tasks or project items
Refn: http://www.shareesblog.com/?p=213
This is your “get started” list that you should incorporate into your project timeline.
Document libraries and lists
Analyze document usage
Plan document libraries
Plan lists
Plan enterprise content storage
Site Navigation
Metadata
Content types
Information management policies (Labels, Barcodes, Auditing, Expiration)
Records management
Moving content
Plan content deployment
Workflows
Site Templates
Working with site templates and definitions
Content approval
Versioning
Check-outs
Standardization across sites
People and groups (permissions)
This is your “get started” list that you should incorporate into your project timeline.
Document libraries and lists
Analyze document usage
Plan document libraries
Plan lists
Plan enterprise content storage
Site Navigation
Metadata
Content types
Information management policies (Labels, Barcodes, Auditing, Expiration)
Records management
Moving content
Plan content deployment
Workflows
Site Templates
Working with site templates and definitions
Content approval
Versioning
Check-outs
Standardization across sites
People and groups (permissions)
Wednesday, November 4, 2009
Error Opening Excel 2007 xlsx in Sharepoint
Problem: With no excel services enabled, users cannot open the xlsx in excel - it opens in browser and they get "web access error".
Soln:
The library should be set with "open in client app".
Soln:
The library should be set with "open in client app".
Wednesday, October 28, 2009
IE crashes on checking out or editing documents or Excel files in Sharepoint MOSS
Issue: If you are using a combination of Office 2003 and the 2007, then users will have problem with Checkout and Check-in SharePoint files.
Resolution:
1) Install hotfix 938888.
2) Repair Office 2007.
Resolution:
1) Install hotfix 938888.
2) Repair Office 2007.
Sunday, September 20, 2009
How to move the Sharepoint or MOSS site from one server to another quickly using site templates
Create Site template:
http://abc.dca/lmn/_layouts/savetmpl.aspx
Download the stp file from source server
http://abc.dca/_catalogs/wt/Forms/Common.aspx
Upload the stp file to the destination server
http://xyz.dca/_catalogs/wt/Forms/Common.aspx
Create the new site lmn on the destination server using the uploaded custom site template
http://abc.dca/lmn/_layouts/savetmpl.aspx
Download the stp file from source server
http://abc.dca/_catalogs/wt/Forms/Common.aspx
Upload the stp file to the destination server
http://xyz.dca/_catalogs/wt/Forms/Common.aspx
Create the new site lmn on the destination server using the uploaded custom site template
Friday, September 11, 2009
How to use Collect Data from User Activity in SharePoint Designer Workflow
How to use Collect Data from User Activity in SharePoint Designer Workflow
Refn:
http://blogs.msdn.com/bowerm/archive/2007/06/20/sharepoint-designer-workflow-tips.aspx
http://paulgalvin.spaces.live.com/Blog/cns!1CC1EDB3DAA9B8AA!166.entry
While using this Collect Data from User Activity in SharePoint Designer Workflow,
the twist I found was how to get the value entered by the user into workflow local variable
using Set Workflow variable.
Here are the steps:
(1) Click on "value" - "fx"
(2) In Source select Tasks.
Now the lookup will be enabled.
(3) In the field if the one you want to get the value of is not seen, don't worry.
Its because the Collect Data you have created has not been saved.
Go ahead and just use Id for now and then replace it with the actual one later,
or actually create the Collect Data activity by clicking on Finish Workflow button.
(4) In the "Find the List item" section select Task:Id for the Field.
(5) Now for value click on "fx" and
(5.1) Now select the Source as "Workflow Data".
(5.2) and Field as the Collect variable you are storing the "Collect Data" activity into.
Refn:
http://blogs.msdn.com/bowerm/archive/2007/06/20/sharepoint-designer-workflow-tips.aspx
http://paulgalvin.spaces.live.com/Blog/cns!1CC1EDB3DAA9B8AA!166.entry
While using this Collect Data from User Activity in SharePoint Designer Workflow,
the twist I found was how to get the value entered by the user into workflow local variable
using Set Workflow variable.
Here are the steps:
(1) Click on "value" - "fx"
(2) In Source select Tasks.
Now the lookup will be enabled.
(3) In the field if the one you want to get the value of is not seen, don't worry.
Its because the Collect Data you have created has not been saved.
Go ahead and just use Id for now and then replace it with the actual one later,
or actually create the Collect Data activity by clicking on Finish Workflow button.
(4) In the "Find the List item" section select Task:Id for the Field.
(5) Now for value click on "fx" and
(5.1) Now select the Source as "Workflow Data".
(5.2) and Field as the Collect variable you are storing the "Collect Data" activity into.
Wednesday, June 24, 2009
Publish Infopath form to MOSS / SharePoint
Publish Infopath form to MOSS / SharePoint
1) Create Forms library on SharePoint with Infopath forms (default).
2) Create i.e Design locally or in some library The InfoPath Form Template (say Blank with Browser enabled).
3) Publish it (the Forms template created in Step (2)) to the Forms library created in Step (1).
1) Create Forms library on SharePoint with Infopath forms (default).
2) Create i.e Design locally or in some library The InfoPath Form Template (say Blank with Browser enabled).
3) Publish it (the Forms template created in Step (2)) to the Forms library created in Step (1).
Thursday, June 11, 2009
Create view of Approved workflow Items / doc /
When I tried to create Create view of Approved documents on a MOSS 2007 Doc library with Filter
"MyWorkflow" - "is equal to" - "Approved".
It doesn't work. Change it to
"MyWorkflow" - "is equal to" - "16".
Works perfectly.
Thx to http://kbalertz.com/925425/Error-message-create-contains-workflow-status-filter-Microsoft-Windows-SharePoint-Services.aspx
"MyWorkflow" - "is equal to" - "Approved".
It doesn't work. Change it to
"MyWorkflow" - "is equal to" - "16".
Works perfectly.
Thx to http://kbalertz.com/925425/Error-message-create-contains-workflow-status-filter-Microsoft-Windows-SharePoint-Services.aspx
Wednesday, June 10, 2009
Installed hot fix 946517 on SharePoint Portal server
Installed hot fix 946517 on SharePoint Portal server ...........
Thanks to this post:
http://glorix.blogspot.com/2007/09/attempted-to-read-or-write-protected.html
Error:
Aplication Server Administration job failed for service instance Microsoft.Office.Server.Search.Administration.SearchAdminSharedWebServiceInstance (850e4ae2-e71c-467f-87de-f4dbb35fc219).
Office SharePoint Server "Attempted to read or write protected memory. This is often an indication that other memory is corrupt. " "System.AccessViolationException: Attempted to read or write protected memory. This is often an indication that other memory is corrupt.
Thanks to this post:
http://glorix.blogspot.com/2007/09/attempted-to-read-or-write-protected.html
Error:
Aplication Server Administration job failed for service instance Microsoft.Office.Server.Search.Administration.SearchAdminSharedWebServiceInstance (850e4ae2-e71c-467f-87de-f4dbb35fc219).
Office SharePoint Server "Attempted to read or write protected memory. This is often an indication that other memory is corrupt. " "System.AccessViolationException: Attempted to read or write protected memory. This is often an indication that other memory is corrupt.
Implemented / Used a WCF Web service
Implemented / Used a WCF Web service
Overview
1) Ran svcutil.exe and created myproxy.cs and myapp.config
2) Added them to my web application
3) Coded .....
Will update later......
Overview
1) Ran svcutil.exe and created myproxy.cs and myapp.config
2) Added them to my web application
3) Coded .....
Will update later......
Thursday, May 28, 2009
How to configure the Visual Studio 2005 IDE to use custom XSD files for IntelliSense
Refn:
http://blogs.msdn.com/astebner/archive/2005/12/07/501466.aspx
Copied of the XSD file into the folder %ProgramFiles%\Microsoft Visual Studio 8\XML\Schemas
http://blogs.msdn.com/astebner/archive/2005/12/07/501466.aspx
Copied of the XSD file into the folder %ProgramFiles%\Microsoft Visual Studio 8\XML\Schemas
Successfully implemented SharePoint (MOSS) BDC connection with Oracle
Refn:
http://www.sharepointassist.com/2009/01/08/business-data-catalog-bdc-how-to/
http://thorprojects.com/blog/archive/2008/08/02/moss-single-sign-on-setup-step-by-step.aspx
http://www.sharepointblogs.com/forums/p/14806/29753.aspx
Following high level steps:
I) Setup SSO.
II) Setup Oracle client.
III) Create and Install the Application Definition file.
I) Setup SSO - Main activities
1)Create the SSO service account -- This is the account that the service will run under. - For my prototype used the Sharepoint site collection secondary admin account.
2)Create the SSO groups -- These groups are used to control who has the ability to administer SSO (export the master key) and who has the ability to manage it (add/remove application definitions.) - For my prototype decided to used the "NT AUTHORITY\Authenticated Users" group so skipped this step.
3)Configure the SSO Service - Set SSO to start Automatic in Windows Services and get it to use the service account.
4)Configure SQL Server for SSO Database - Authorize the SSO service account to SQL server.
5)Manage SSO1 - Setup SSO in MOSS Administrative Tools-SharePoint 3.0 Central Administration - Operations - Security Configuration - Service Accounts
6)Manage SSO2 - Setup SSO details in MOSS including the groups and the database (SharePoint 3.0 Central Administration - Operations - Security Configuration - Manage settings for single sign-on link- Manage server settings). 7)Manage the encryption key -- Create the encryption key that will be used for protecting the username and password information on the system.
8)Create the enterprise application definitions used in SSO -- Define what initial applications SSO will be setup to manage passwords for.
(SharePoint 3.0 Central Administration - Operations - Security Configuration - Manage settings for enterprise application definitions).
NOTE: Please give the application name same as the one in your Application-Definition XML file.
Since we are planning to connect to Oracle keep the Field 1 and Field 2 to defaults of Username and Password respectively.
9)Manage the account information for an application definition file. As said above since I decided to go with "NT AUTHORITY\Authenticated Users" group, I entered the same.
Don’t change the default of “Update account information” and click on “Set”. Now you will be prompted to enter the Oracle database user-id and password. Please enter the same.
NOTE: When the connection happens to Oracle this Username and password will be used and whatever exists in the Application-Definition XML file will be ignored.
More later............
http://www.sharepointassist.com/2009/01/08/business-data-catalog-bdc-how-to/
http://thorprojects.com/blog/archive/2008/08/02/moss-single-sign-on-setup-step-by-step.aspx
http://www.sharepointblogs.com/forums/p/14806/29753.aspx
Following high level steps:
I) Setup SSO.
II) Setup Oracle client.
III) Create and Install the Application Definition file.
I) Setup SSO - Main activities
1)Create the SSO service account -- This is the account that the service will run under. - For my prototype used the Sharepoint site collection secondary admin account.
2)Create the SSO groups -- These groups are used to control who has the ability to administer SSO (export the master key) and who has the ability to manage it (add/remove application definitions.) - For my prototype decided to used the "NT AUTHORITY\Authenticated Users" group so skipped this step.
3)Configure the SSO Service - Set SSO to start Automatic in Windows Services and get it to use the service account.
4)Configure SQL Server for SSO Database - Authorize the SSO service account to SQL server.
5)Manage SSO1 - Setup SSO in MOSS Administrative Tools-SharePoint 3.0 Central Administration - Operations - Security Configuration - Service Accounts
6)Manage SSO2 - Setup SSO details in MOSS including the groups and the database (SharePoint 3.0 Central Administration - Operations - Security Configuration - Manage settings for single sign-on link- Manage server settings). 7)Manage the encryption key -- Create the encryption key that will be used for protecting the username and password information on the system.
8)Create the enterprise application definitions used in SSO -- Define what initial applications SSO will be setup to manage passwords for.
(SharePoint 3.0 Central Administration - Operations - Security Configuration - Manage settings for enterprise application definitions).
NOTE: Please give the application name same as the one in your Application-Definition XML file.
Since we are planning to connect to Oracle keep the Field 1 and Field 2 to defaults of Username and Password respectively.
9)Manage the account information for an application definition file. As said above since I decided to go with "NT AUTHORITY\Authenticated Users" group, I entered the same.
Don’t change the default of “Update account information” and click on “Set”. Now you will be prompted to enter the Oracle database user-id and password. Please enter the same.
NOTE: When the connection happens to Oracle this Username and password will be used and whatever exists in the Application-Definition XML file will be ignored.
More later............
Monday, March 30, 2009
South Indian Restaurants to try in Central Jersey
South Indian Restaurants to try in Central Jersey
1) Paradise - Oak Tree Road - Liquor Locker Complex
Following are Chettinad Sytle --
2) Anjappar http://www.anjapparusa.com/
3) KaraiKudi 732-516-0020
1671 Oak Tree Road
1) Paradise - Oak Tree Road - Liquor Locker Complex
Following are Chettinad Sytle --
2) Anjappar http://www.anjapparusa.com/
3) KaraiKudi 732-516-0020
1671 Oak Tree Road
Friday, March 27, 2009
SharePoint or MOSS list backup using template mechanism
To quickly urgently easily backup a SharePoint / MOSS list just use "save as template" and
check "Include Content". You can restore by creating a new list from this template anytime.
check "Include Content". You can restore by creating a new list from this template anytime.
Access Error Trapping OnError macro and send email notification without manual intervention using Sharepoint
Access 2007 has OnError macro.
On error we just add the record to SharePoint linked list in Access.
Alerts are setup on this SharePoint list which generate automatic email.
On error we just add the record to SharePoint linked list in Access.
Alerts are setup on this SharePoint list which generate automatic email.
Sunday, March 15, 2009
Highlight rows in SharePoint or MOSS lists / Highlight the pastdue or overdue tasks
Highlight rows in SharePoint or MOSS lists
Great article
http://pathtosharepoint.wordpress.com/2009/02/26/highlight-rows-in-sharepoint-lists/
This we used to highlight the pastdue or overdue tasks.
Great article
http://pathtosharepoint.wordpress.com/2009/02/26/highlight-rows-in-sharepoint-lists/
This we used to highlight the pastdue or overdue tasks.
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