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Archive for February, 2015

Site Provisioning

Posted by Paul on February 27, 2015

Site Provisioning is the activity of making a Site available for users.

For example: Create a Project Management site for Team A.  The Site Provisioning activities include:

  1. Create a site from a template
  2. Customize home page
  3. Create lists
  4. Create libraries
  5. Configure permissions
  6. Set Policies

Types of Site Provisioning

Following are different types of site provisioning:

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Site Definition

Site Definitions are deployed to the file system.  Site Definition contains pre-configured lists, libraries, pages features. We can use Visual Studio for creating Site Definitions.

Site Template

Site Template reside in SharePoint library.  Site Templates contain a snapshot of an existing site.  SharePoint user interface is used to create Site Template.

PowerShell Script

We can use a PowerShell Script for site provisioning.  Here all the activities including template selection, lists, library creation are managed through script.  Here script runs in the server-side.

Remote Provisioning

Remote Provisioning involves provisioning a SharePoint Online site from a different server.  Here CSOM (Client Side Object Model) code will be used for the provisioning activities.  All the required activities like create site, configure lists & libraries are done through the remote code.

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Create Web Templates

Posted by Paul on February 26, 2015

In this article we can explore Web Templates

Web Templates

Web Template contains pre-defined site elements like lists, libraries & pages. Web Template is an alternative to Site Definition files. We can deploy Web Template with/without a WSP file.

Unlike the Site Definition files which reside in server-side file system; Web Templates reside in the content database. This makes it preferred way of creating sites for SharePoint Online too.

Web Template Creation

We can create a web template using following ways:

1. Save as Template option within SharePoint user interface

2. Through Code

Steps

Create a site and add a document library & list to it.

1. Library named Documents

2. List named Contacts

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Choose Site Actions > Site Settings > Save site as template option as shown below.

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Publishing feature should be enabled to see the Save site as template link.

In the appearing dialog enter the template name. Please note that this name will be used later

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Click the OK button to continue. You will get the following message once the Save operation is completed.

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You can test your template by going to the Gear Icon > Site Contents page. Try creating a new sub site.
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In the appearing page choose the Custom tab option for template. You should be seeing the New Site Template there.

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Select the template and Click OK button.

Your new site will be created with the Documents library & Contacts list.

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The saved template will be in the Solution Gallery. You may download the file and copy it to another SharePoint deployment for reusing it.

Summary

In this article we have explored how to use the Template feature of SharePoint 2013.

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Create Custom Permission Level

Posted by Paul on February 26, 2015

In this article we can explore how to create a custom permission level.

Permission Level

Permission Level allow grouping of Permission Right items.

Custom Permission Level

Custom Permission Level might be required for specific scenarios like:

1. Need a site with No delete permission for Contributors

2. Need a site with Read permission allowing Browse Directories permission

Create Custom Permission Level

Please follow the steps below to create a custom permission level.

Open Site Gear > Site Settings > Site Permissions > Permission Levels page.

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Click on the Add a Permission Level item. You will get the page shown below. Enter a name for the permission level & customize the permission items.

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Please note that I have unchecked the Delete Items and Delete Versions permission items for our custom permission level.

Click the Submit button to create the permission level. You will see the new permission level in the returning page.

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You can also use the Copy Permission Level option for creating a new permission level from existing one. Click on existing permission level and go to the page end to get the buttons shown below.

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Testing the Permission Level

Now we can test our newly created permission level. For this please follow the steps below:

1. Create a new sub site

2. Stop Inheriting permission from the parent site

3. Remove all users, permissions

4. Add a new user & select custom permission level

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Once you click the Share button the new permission level is associated with the selected user. Now try logging in as the above user, upload a document & try deleting it.

You should get a dialog saying Delete is prevented.

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To make this work the user you added should not be even in the Site Collection Administrators too.

References

http://bit.ly/1ArN3xq

Summary

In this article we have explored how to create a custom permission level.

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

Incompatible Workbooks

Posted by Paul on February 25, 2015

While working with Excel Workbooks using Excel Services, we may encounter Incompatible scenarios like below:

  • Workbooks with Macros
  • Workbooks with VBA
  • Workbooks with External File References

Following are the measures used to deal with such incompatibility:

  1. Simple Remove incompatible features, save the workbook & re-upload to SharePoint
  2. Medium Introduce UDF (User Defined Function)
  3. Complex Following are the complex approaches:
  • Convert Macros to Formulas thus persisting the functionality.
  • Server-Side Programming Use programming behind the scene  to modify the cell values which originally was managed through Macros/VBA.
  • Client-side Programming for modifying cell values using JavaScript
  • Web-Services for doing back end calculations.  Client side scripts should invoke these services.

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View Permission Levels

Posted by Paul on February 24, 2015

In this article we can view the existing permission levels in SharePoint 2013.

Permission Levels

Permission Levels or Role Definitions are name associated with Permission Rights. Permission Rights are pre-defined items which are not customizable.

View Permission Levels

To view the permission levels for your site collection, please follow the following steps.

Open Gear Icon > Site Settings page

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Click on the Site Permissions link. You will get the following page.

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Click on the Permission Levels button from the ribbon. Following would be the Permission Levels.

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The items on the left are Permission Levels. You can click on the hyperlinks to view/edit them. For example, the Full Control permission levels page is shown below.image

The Permission items are shown as Manage lists, Override List Behaviors etc.
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Full Control & Limited Access permission levels are not customizable.

References

http://bit.ly/1ArN3xq

Summary

In this article we have explored viewing permission levels. In the upcoming article we an check how to create a custom permission level.

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Role Definitions and Permission Levels

Posted by Paul on February 23, 2015

In this article we can explore Role Definitions and Permission Levels in SharePoint 2013.

Both Role Definitions and Permission Levels are same. The role definition is a name to a set of permission rights. For example the role definition Contribute has the following rights:

· Add Items

· Edit Items

· Delete Items

· Delete Versions

· Browse Directories

· Edit Personal User Information

· Manage Personal Views

· Add/Remove Personal Web Parts

· Update Personal Web Parts

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Permission Rights are associated with specific operations. We cannot create custom Permission Rights.

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Role Definitions or Permission Levels

Following are the Out-of-the-box Role Definitions or Permission Levels.

1. Full Control

2. Design

3. Edit

4. Contribute

5. Read

6. Limited Access

7. Approve

8. Manage Hierarchy

9. Restricted Read

10. View Only

Except the Full Control and Limited Access permission level, all others are customizable.

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We can create custom Permission Level in SharePoint.

References

https://msdn.microsoft.com/en-us/library/ms414036(v=office.12).aspx

https://technet.microsoft.com/en-us/library/cc721640.aspx

Summary

In this article we have explored Role Definitions or Permission Levels.

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

Excel Services vs. Office Web Apps

Posted by Paul on February 18, 2015

While working with Excel Services in SharePoint 2013, one may have a query:

1. What is the difference between Excel Services & Excel in Office Web Apps?

Here I would like to list the differences.

Excel Services

Excel Services allows viewing & interacting with excel workbooks in a browser. The URL would be like below:

http://server/ layouts/15/xlviewer.aspx

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Office Web Apps

Office Web Apps allows viewing & interacting with office files in a browser. Office Web Apps include Excel Web App which could be an alternative to Excel Services. The URL would be like below:

http://server/_layouts/15/WopiFrame2.aspx

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Difference

Following are the limitations of Excel Services:

1. Excel Services does not aloe Creation of workbooks

2. Excel Services does not allow Editing & Saving of content

3. Excel Services cannot display workbooks containing macros

Following are the advantages of Excel Services:

1. Display a single item from a workbook in web part

2. Hide Calculations & Formulas

3. Prevent Download

Following are the limitations of Office Web Apps:

1. Separate configuration required

2. Separate User licensing required

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You can also find difference between:

1. Excel Services

2. Office Web Apps

3. Office Online

References

http://bit.ly/1Ee53Sd

Summary

In this article we have explored the differences between Excel Services and Excel in Office Web Apps

Posted in SharePoint, SharePoint 2013 | Leave a Comment »

Excel with Parameters

Posted by Paul on February 10, 2015

In this article we can explore how to use Excel Parameters along with Excel Web View web part.

Parameters

Parameters are Names associated with cells in an Excel workbook. Parameters allows users to change the cell values while in the Excel Web View web part.

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Excel Web View web part does not allow editing of cells.

Excel 2013

For the experiment I am using Excel 2013 client application.

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Create Parameters

Create a new Excel work book. Add the following cell values and a chart.

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Click on the FORMULAS tab.

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Now click on cell A1 and then on the toolbar Define Name button. In the appearing dialog enter the name as Parameter1 as shown below.

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Repeat the same for other 4 cells and name them respectively. You can see the Name Manager to ensure all the cells are named correctly.

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Now we are ready with our Parameters.

Expose Parameters

Now we need to expose the parameters in Browser View options. Those parameters exposed will be workable when the workbook is interacted through a browser.

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In the appearing dialog choose the Parameters tab and select the parameters as shown below.

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Save the file & now you are ready to deploy the workbook to SharePoint.

Inside SharePoint

Upload the above workbook to a document library, create a new page & insert the Excel Web Access web part into it. Then select the above workbook & Save changes to the page.

You should be able to see the Parameters in the right pane as shown below.

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You can try changing the parameter values and click the APPLY button. The graph too should change.

References

http://bit.ly/19hRHso

Summary

In this article we have explored Excel Parameters with Excel Web View web part.

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70-488 Content Type with Template

Posted by Paul on February 7, 2015

In this article I will show how to use a document template along with a content type. As you know content type can be configured against a list & library. In fact library is also a list.

Document Template

We can associate a document template along with a Document Content Type. This allows users to use a common format of document while they chose the New Document for the library.

Create Content Type

Create a new content type like below.

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Open MS Word application and create a new file.

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Save it as a document template format. Note that the extension is .dotx.

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Go back to the content type and choose Advanced Settings. Choose the above template in the Document template section as shown below.

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Save changes.

Create a new document library & set the above content type to the library.

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Choose the library & New Document from the ribbon. You will see the document is created as shown below.

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You can use the above technique for setting templates for an Excel library too.

References

http://bit.ly/1vy27OF

Summary

In this article we have explored how to set a document template to a content type.

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

Manage Policies for Content Type

Posted by Paul on February 5, 2015

Content Type allows association of Policies as well. The policy will get applied to all the items or documents of the particular content type. Here we can explore how to configure them.

Types of Policies

Following are the types of policies:

1. Retention

2. Auditing

3. Barcodes

4. Labels

Steps

Following are the steps to create a content type with policy.

Create your content type.

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Choose Content Type > Advanced Settings link.

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In the appearing page you will see the following policies.

1. Retention

2. Auditing

3. Barcodes

4. Labels

Retention policies allow us to specify when the content should be moved or disposed. We can specify events like Created Date + 1 year for deleting the content after 1 year of creation.

Auditing enables logging the editing, opening events along with the user information.

Barcodes policies enable users to specify barcodes for the documents.

Label polices allow users to add a label containing information about the document

Retention policy section is shown below.

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Auditing policy section is shown below.

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Barcodes policy section is shown below.

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Labels policy section is shown below.

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Summary

In this article we have explored how to configure policies for content types.

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