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Archive for September, 2013

SharePoint 2010 > MS Word > New Document > Save Dialog > ‘Not Showing’ Document Library

Posted by Paul on September 26, 2013

Problems

For the past 2 years, I was seeing following problems reported by client.

  1. From SharePoint 2010 the user opened a document library & clicked on the ‘New Document’ toolbar item.  Microsoft Word was launched & while using the Save command, the original document library is not listed.  Instead a local folder being shown.
  2. From SharePoint 2010 the user opened a document in edit mode.  But while using the save command, it is prompting for save dialog, instead of saving automatically to SharePoint document library. 

Under the Hood

SharePoint rich client side features like open in Explorer, save directly to web server etc. are provided through WebDAV which represents Web Distributed Authoring and Versioning.  more

The client operating system should be running the WebClient service to enable this feature.

Solution

A typical set of solutions should be applied one-by-one to address the problem.  You can start with following.

  1. Internet Explorer Ensure you are using Internet Explorer 32-bit version.  If not start the appropriate version from start menu.
  2. Office Version Ensure you have a compatible MS Office version.  Office 2010 32 bit is best compatible with SharePoint 2010.
  3. Trusted Sites In the Internet Explorer Security Settings, ensure you have add the site url to trusted sites list.image 
  4. WebClient Open run window > services.msc & ensure WebClient service is running.  (If you are using server operating system as client, you need to install the Desktop Experience role to find WebClient service)
  5. Word Trust Center Open Microsoft Word > Options > Trust Center > Trust Center Settings.  Uncheck the 4 check boxes.image
  6. Install Patch Some client operating system requires a patch for the web folders to function properly.  You can download this from here.

Note

After each step, please restart the browser & test.

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Posted in SharePoint, SharePoint 2010 | Tagged: , , , , , , , , , | Leave a Comment »

BranchCache – Speedup SharePoint

Posted by Paul on September 24, 2013

BranchCache is a WAN bandwidth optimization technology. Advisable in the case of branch office clients connected to head quarters servers. We can use this along with SharePoint Implementations as well.

Advantage

Advantages of BranchCache are:

1. It reduces network traffic

2. It increases response time

BranchCache works by obtaining unique hash of documents from server & storing the document along with cache. The next time when user requests the same document, the response time will be faster as the document hash is same, it will be provided from the cache.

There are 2 types of caching in BranchCache:

1. Distributed Cache where multiple clients will store the cached documents & clients will serve each other in providing cached document.

image

2. Hosted Cache where each client will check the cache for a local server & get the document from cache or server. If from server, it will store a copy in the server for later retrieval by clients.

image

Scenario

Let us take a scenario where a 10 MB file is taking 1 minute to download from the server, without BranchCache.

The delay for 100 downloads will be:

1. 1 minute for 1st download

2. 1 minute for 2nd download

3. 1 minute for 100th download

If we apply BranchCache, the delay will be:

1. 1 minute + Cache time for the 1st download

2. 1-2 seconds for the 2nd download (but depends on local n/w speed & request concurrencies)

3. 1-2 seconds for 100th download

BranchCache is optimized when Large Video files, Employee Handbook, Leave Request Forms & other documents which have less chance of modification & more chance for re-downloads.

Overheads

1. Configuration overheads of clients & servers

2. Although the repeated downloads are faster, the first download increases download time as there is download & caching happening.

Link http://technet.microsoft.com/en-us/network/dd425028.aspx

Supported operating systems combinations include:

1. Windows 7 clients and Windows Server 2008 R2

2. Windows 8 clients and Windows Server 2012

References

http://technet.microsoft.com/en-us/network/dd425028.aspx

Summary

In this article we have explored a Speed Optimization technique which can be applied for SharePoint 2010 implementations as well.

Posted in SharePoint, Uncategorized | Tagged: , , , | Leave a Comment »

Sandboxed Web Part, Developer Dashboard & Resource Quota

Posted by Paul on September 24, 2013

BrandCache – Speedup SharePoint

BranchCache is a WAN bandwidth optimization technology. Advisable in the case of branch office clients connected to head quarters servers. We can use this along with SharePoint Implementations as well.

Advantage

Advantages of BranchCache are:

1. It reduces network traffic

2. It increases response time

BranchCache works by obtaining unique hash of documents from server & storing the document along with cache. The next time when user requests the same document, the response time will be faster as the document hash is same, it will be provided from the cache.

There are 2 types of caching in BranchCache:

1. Distributed Cache where multiple clients will store the cached documents & clients will serve each other in providing cached document.

image

2. Hosted Cache where each client will check the cache for a local server & get the document from cache or server. If from server, it will store a copy in the server for later retrieval by clients.

image

Scenario

Let us take a scenario where a 10 MB file is taking 1 minute to download from the server, without BranchCache.

The delay for 100 downloads will be:

1. 1 minute for 1st download

2. 1 minute for 2nd download

3. 1 minute for 100th download

If we apply BranchCache, the delay will be:

1. 1 minute + Cache time for the 1st download

2. 1-2 seconds for the 2nd download (but depends on local n/w speed & request concurrencies)

3. 1-2 seconds for 100th download

BranchCache is optimized when Large Video files, Employee Handbook, Leave Request Forms & other documents which have less chance of modification & more chance for re-downloads.

Overheads

1. Configuration overheads of clients & servers

2. Although the repeated downloads are faster, the first download increases download time as there is download & caching happening.

Link http://technet.microsoft.com/en-us/network/dd425028.aspx

Supported operating systems combinations include:

1. Windows 7 clients and Windows Server 2008 R2

2. Windows 8 clients and Windows Server 2012

References

http://technet.microsoft.com/en-us/network/dd425028.aspx

Summary

In this article we have explored a Speed Optimization technique which can be applied for SharePoint 2010 implementations as well.

Posted in SharePoint, SharePoint 2010, Uncategorized | Tagged: , , , | Leave a Comment »

Acuvate > SharePoint 2013 > Project Management

Posted by Paul on September 23, 2013

In this post, I would like to share more deeply about the Acuvate Project Management System for SharePoint 2013.  Additional to the OOBT Project Management template, the company offers very cool productivity enhancements.

Overview >>

image

Project Workspace >>

image

Meeting Workspace >>

image

SharePoint 2010 Solution >>

image

SharePoint 2010 Meeting Workspace >>

image

Please find the full slide with contact information of Acuvate here > link

image

Posted in Uncategorized | Tagged: , , | Leave a Comment »

How to enable Performance Point Services?

Posted by Paul on September 22, 2013

In this post I would take you through enabling Performance Point Services in SharePoint 2010.

What is Performance Point Services?

Performance Point Services is a Business Intelligence component of SharePoint 2010. It provides the following:

1. Dashboards

2. Score Cards

3. Key Performance Indicators (KPI)

The infrastructure is provided through service applications, a set of site/site collection features & associated web parts.

Additonally, the “Business Intelligence Center template not found” problem can be solved after enabling Performance Point feature.

What is the site template for creating Performance Point site?

The site template Business Intelligence Center.

clip_image001

Is the template available by default?

No! You need to enable the following features:

1. Performance Point Services

2. Server Side Publishing

The features should be enabled in the site collection & site level.

Central Administration

We need to provision the Performance Point Services in order to enable the feature.

Open Central Administration > Manage Service Applications > Performance Point Services > Secured Store Account

clip_image003

You might need to configure the Secured Store services as well.

Enable Features

Open the Site Collection Features & Activate the following features.

clip_image005

clip_image007

Repeat the same for Site Features as well.

Testing

You can try creating a new site from template Business Intelligence Center.

clip_image002

References

http://bit.ly/175IvOD

Summary

In this article we have explored how to enable Performance Point Services in SharePoint 2010.

Posted in SharePoint, SharePoint 2013 | Tagged: , , , | Leave a Comment »

SharePoint Saturday Redmond – Some Updates

Posted by Paul on September 22, 2013

Yesterday I attended the SharePoint Saturday event conducted in Redmond Microsoft Campus.  The event was sponsored by multiple SharePoint Productivity enhancers.

 

There were 5 to 6 parallel events, serving topics:

  1. SharePoint 2013 Migration
  2. SharePoint 2013 Project Management
  3. SharePoint 2013 Apps
  4. SharePoint Search
  5. SharePoint 2010 Maps

SharePoint 2013 Project Management

SharePoint 2013 Out-of-the-box Project template can be used to create Project Management sites.  The web parts Project Summary, Timeline adds to the convenience.  We can have MS Project Client like task gannt chart view within SharePoint site.

Following is the screen shot of test site.

clip_image001

Some of the highlighted features include:

1. Project template (ootb)

2. Dashboard with Icons

3. Colored Timeline

4. News feed for notification to Windows Phone

5. News feed for Colleague Chat instantly (like facebook)

6. Using #tags in contents for searching

7. One Note for real time collaboration, mobile usage

8. Pre-defined Lists

a. Change Request List

b. Issue Tracker List

c. Phase Master List

d. Risk Register List (later we can find what risk turned to issue, ootb support?)

9. Team Calendar which shows another view for tasks

10. Impressive Meeting Workspace site, with multiple web parts (not ootb template)

a. Meeting Schedule Information web part

b. Agenda web part

c. Attendees web part

d. Conclusion Web part

e. Tasks web part

f. Documents  web part

11. Outlook synchronization with Project Site

a. Show  task reminders from Project in Outlook

b. 2 way sync

12. Common SharePoint features highlighted include:

a. Drag & Drop for document upload

b. Share Document feature

c. Calendar & Eschange

d. PowerView

e. Charts

Demo done by Acuvate. (worth requesting them a Trial of PM site)

Posted in SharePoint 2010, SharePoint 2013, Uncategorized | Tagged: , , | Leave a Comment »

Programmatically Refresh Content Query Web Part

Posted by Paul on September 17, 2013

In this article we can explore a real life scenario of refreshing Content Query Web Part programmatically.

clip_image002

I hope the reader is having good knowledge of:

1. SharePoint page editing

2. Web Part insertion

3. Web Part creation using Visual Studio

4. Web Part Deployment

Scenario

Following are the scenario items:

1. A home site with 2 web parts, project button web part & Content Query (CQ) web part

2. 2 project sites, each with Tasks list

3. On click of button, the particular project tasks should be shown in the CQ web part

How to achieve the same?

clip_image004

What is Content Query web part?

Content Query web part allows list querying & it is a part of Enterprise Content Management (ECM) functionality. You can add the web part from the Content Query category. You need to enable the Publishing feature to access the web part. Within code, the web part is called Microsoft.SharePoint.Publishing.WebControls.ContentByQueryWebPart

Step 1: Create Project Sites

Create 2 project sites of template Team Site & add some tasks into it. Make sure you remember the URLS.

The Project 1 Tasks list:

clip_image006

The Project 2 Tasks list:

clip_image008

Step 2: Design Project Buttons web part

Open Visual Studio & Perform the following:

1. Create a new Visual Web Part project of type Farm Solution

2. Add reference to Microsoft.SharePoint.Publishing namespace

3. Delete the existing web part inside the project

4. Create a new Visual Web Part & name it as ProjectButtonsWebPart

5. Replace the Page Load event with following code.

private static Dictionary<string, string> _projectUrl;

protected void Page_Load(object sender, EventArgs e)

{

_projectUrl = new Dictionary<string, string>();

_projectUrl.Add(“Project 1”, “/projectsite1”);

_projectUrl.Add(“Project 2”, “/projectsite2”);

// Create UI controls for Projects

foreach (string project in _projectUrl.Keys)

{

Button button = new Button();

button.Text = project;

button.Click += button_Click;

this.Controls.Add(button);

}

}

6. Add the following method for button click event handler.

private void button_Click(object sender, EventArgs e)

{

string url = _projectUrl[(sender as Button).Text];

SPSite site = SPContext.Current.Site;

SPWeb web = site.RootWeb;

web.AllowUnsafeUpdates = true;

SPLimitedWebPartManager manager = web.GetLimitedWebPartManager(“SitePages/Home.aspx”, System.Web.UI.WebControls.WebParts.PersonalizationScope.Shared);

foreach (System.Web.UI.WebControls.WebParts.WebPart w in manager.WebParts)

if (w is Microsoft.SharePoint.Publishing.WebControls.ContentByQueryWebPart)

{

Microsoft.SharePoint.Publishing.WebControls.ContentByQueryWebPart cwp = (w as Microsoft.SharePoint.Publishing.WebControls.ContentByQueryWebPart);

SPWeb targetWeb = site.OpenWeb(url);

cwp.WebUrl = targetWeb.ServerRelativeUrl;

//set the guid of the list

cwp.ListGuid = targetWeb.Lists[“Tasks”].ID.ToString();

PublishingWeb pweb = PublishingWeb.GetPublishingWeb(targetWeb);

cwp.Update(pweb);

manager.SaveChanges(w);

}

ClientScriptManager cs = Page.ClientScript;

String csName = “ReloadClientScript”;

Type csType = this.GetType();

if (!cs.IsStartupScriptRegistered(csType, csName))

{

StringBuilder csText = new StringBuilder();

csText.Append(“<script type=”text/javascript”>”);

csText.Append(“this.location.reload(); </”);

csText.Append(“script>”);

cs.RegisterStartupScript(csType, csName, csText.ToString());

}

}

7. Ensure you have the following namespaces included.

using System.Web.UI;

using System.Web.UI.WebControls;

using System.Web.UI.WebControls.WebParts;

using Microsoft.SharePoint;

using Microsoft.SharePoint.Publishing;

using Microsoft.SharePoint.WebPartPages;

8. Resolve any namespace issues like System.Web.UI.WebControls.WebParts.WebPart

9. Build the project

10. Deploy the project

11. Insert the Project Buttons web part to the home page. It looks like below.

clip_image010

Step 3: Insert the Content Query web part

Now we can insert the Content Query web part into the home page. Open page in edit mode & insert web part from the Content Rollup group as shown below.

clip_image012

Edit the web part & make the Presentation > Link property as empty.

clip_image014

Now the page looks like:

clip_image016

Step 4: Test the buttons

Now click on the Project 1 button & you should see the Content Query web part updated with tasks.

clip_image018

Now click on the Project 2 button & you should see the tasks changed with Project Site 2.

clip_image002[1]

To summarize the activities, please note the following:

1. The Project Buttons web part have 2 hard coded paths inside it

2. On click of the button, the Content Query web part is refreshed by changing the List ID property

3. After the button click is processed, a client side startup script is registered to reload the page

4. Now on clicking the button, the content query web part will display tasks list from the corresponding project site.

References

http://msdn.microsoft.com/en-us/library/ff650512.aspx

Summary

In this article we have explored a typical real world scenario of refreshing a web part from another web part. I hope this will be useful to you in SharePoint development.

The source code can be downloaded here.

Posted in SharePoint, SharePoint 2010 | Tagged: , , , , , , , | Leave a Comment »

SharePoint 2013 – Promote result using Query Rules

Posted by Paul on September 15, 2013

In this article we can work on a real life scenario.

Search Scenario

In the HR department, there are dozens of documents containing text handbook. When the user searches for handbook, he/she will get multiple results.

Now the HR Manager have validated a particular document as the most appropriate handbook. The interesting factor is that the document title does not contain the term handbook.

How to promote this document to be the first-appearing result in search?

Solution

Using Query Rules we can achieve this.

Document URL

From your SharePoint site, find a Document URL using the copy shortcut option.

http://corp/Docs/HowTo.docx

Steps

Open site settings > search settings section

clip_image001

Click on the Query Rules link as highlighted above.

clip_image003

In the appearing page, choose the result source as Local SharePoint Results (System) as shown below:

clip_image004

Now click on the New Query Rule option.

clip_image006

In the appearing page, enter the rule name, phrase as handbook

clip_image008

clip_image010

Please note that we are specifying Query Matches option to match the handbook keyword.

Then click the Add Promoted Result link. In the appearing dialog, enter the URL information.

clip_image012

Click Save button in the dialog & Save button in the previous page. You are ready with Query Rule.

Testing the Search

Now, go back to the Home page & in the search box enter the keyword handbook. You should get the first result with promoted url.

clip_image014

clip_image015

Query Rules is a management component from FAST Search.  In SharePoint 2010 this feature is called ‘Best Bet’.

References

http://bit.ly/14D6VS7

Summary

In this article we have explored how to use Query Rules to promote a document in search result.

Posted in Uncategorized | Leave a Comment »

Display Microsoft Project Tasks & Timeline within SharePoint 2013

Posted by Paul on September 10, 2013

In this article I will take you through displaying Microsoft Project (client application) Tasks & Timeline into SharePoint environment.

What is Microsoft Project?

Microsoft Project or MS Project is project management software which helps project managers in creating project plans, manage tasks, budgets.

Following is the screen shot of Microsoft Project 2013.

image

Please install MS Project for continuing with our article. You can download a trial version from here.

http://technet.microsoft.com/en-us/evalcenter/hh973401.aspx

Our Goal

Our Goal is to display the MS Project tasks, timeline into our SharePoint site. For the purpose we are using the project template.

Create Project

Open Project client application & create a new project from the Blank Project template.

image

Now add the following tasks into it.

image

You can use the Indentation toolbar button to make Task 1 & Task 2 underneath the Planning category. Enter the dates for tasks & save changes.

You can see that the Timeline above is updated with the tasks information.

MS Project to SharePoint 2013 Sharing

The above MS Project file will be managed by the project manager. Whenever tasks are added/edited, he/she can publish it to the SharePoint site. This allows the team to work on project in a collaborative centralized environment.

Create SharePoint Site

For sharing the tasks, please create a new SharePoint 2013 site, preferably from the Project template.

image

You will get the following site home page.

image

Now edit the page & add a Timeline web part to the page, after the Project Summary web part.

image

Edit the Timeline web part & set the data source to Tasks list. (You should be already having a Tasks list in the site)

image

Save changes to the page.

If you are not using the project template, you can still edit the current site page & add following web parts from the Content Rollup category.

1. Timeline

2. Project Summary

Share Tasks

Back into the MS Project client application; choose the menu option Save As.

image

Choose the following options as highlighted above:

1. Sync with SharePoint

2. Choose Existing SharePoint Site

3. Enter URL to our project site

4. Click Verify button

5. Choose Tasks list

6. Click Save button

Wait for a while & the tasks will be synchronized with SharePoint. You can see the tasks are synchronized in the timeline.

image

Now click on the Tasks list & you can see the MS Project tasks are added to SharePoint list.

image

This concludes our article.

Please note that you can add the Resource name (Login Name) within the MS Project (MPP) file. In that case the user should be available in the SharePoint site too.

References

http://office.microsoft.com/en-us/project/

Summary

In this article we have explored Microsoft Project client interaction with SharePoint 2013.

Posted in Uncategorized | 2 Comments »