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Archive for August, 2015

Mobile Panels with Device Channels

Posted by Paul on August 31, 2015

While working with SharePoint 2013 & Multiple Devices, we may choose one of the following options.

Device Channels for optimizing view & size of the page rendered.  This happens in the server-side.

Responsive Design for optimizing view from the client-side.

 

Mobile Panels

Coupled with Device Channels, we can use Mobile Panels.

Mobile Panel is basically a server-side tag which allows entering HTML snippet in between the open & close tags.

Each Mobile Panel will be having an attribute to target the Device Channel using the Name.  We can use Mobile Panels to render a particular page element optimized for a device channel.

Mobile Panels thus require Device Channels to be configured as pre-requisite.

 

Example

Following would be the panel for Windows Phone:

<Publishing:MobilePanel runat=”server” IncludedChannels=”WindowsPhone” >

This is the content which will be rendered for Windows Phone

</Publishing:MobilePanel>

 

Following would be the panel for Android Phone:

<Publishing:MobilePanel runat=”server” IncludedChannels=”AndroidPhone” >

This is the content which will be rendered for Windows Phone

</Publishing:MobilePanel>

 

Please note that we need to create multiple sections for each Device Channels mentioned in Mobile Panels.

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Note

You can use ASPX pages to render the Mobile Panel tags.

 

Reference

http://blogs.perficient.com/microsoft/2012/07/mobility-mobile-panels-in-sharepoint-2013/

Summary

In this post we have explored Mobile Panel option to work with Device Channels.

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Target Audiences of Web Parts

Posted by Paul on August 27, 2015

In this article we can explore the Target Audiences property of web part. This is a less used property.

Scenario

You have a list which has N number of web parts. You need to hide web few parts based on the user role.

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How to achieve this?

Solution

You can use the property Target Audiences of web parts for this.

Steps

Please follow the steps below to experiment this feature. Create a new page & add 3 Image Viewer web parts into it.

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Following are the 3 web parts.

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Now add the above 3 images into Site Assets library and link them to the web parts.

Choose the Web Part > Edit Web Part > Advanced > Target Audiences Property to Site Owners, Site Members, Site Viewers groups respectively.

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Save changes. Now refresh the page.

Testing

If you are in the Site Owners group, you will see the following web part alone.

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If you are in the Site Members group, you will see the following web part alone.

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If you are in the Site Visitors group, you will see the following web part alone.
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This concludes our example with Target Audiences property.

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Power Users can use the Edit Page option to roll back the Web Part property. So preferably this method should not be exposed to them.

Summary

In this article we have explored the Target Audiences property.

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

List with Content Type and Additional Columns

Posted by Paul on August 25, 2015

In this article we can explore a real world problem.

Scenario

You have 2 lists of few common columns & few unique columns. How to use content type in this scenario?

Solution

Following would be the simplest solution in this case.

1. Create a content type with common columns

2. Attach the content type to both lists

3. Remove the default content type of both lists

4. Add custom columns to each list at list level

Steps

Go to Site Settings > Content Types

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Create a content type with following columns:

· Title

· PAN Number

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Now create a new list named Tax. Attach the content type to the list.

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Add a new item with values for Title & PAN Number.

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You can see the item displayed below.

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Now go to the List Settings > Add a new column named Age. Now use the edit form to modify the previous item. You can see the Age column appears here.

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You can go to the List View settings to show the Age column in view mode too.

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Now you can create the second list, add the content type, create another column. Here the same content type is reused for common columns & the custom columns are managed at list level.

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Using content type for common scenario would save lot of time managing column modifications, behavior etc.

Summary

In this article we have explored a real world scenario of content types.

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Lock the OOB Edit Form

Posted by Paul on August 20, 2015

In this article we can explore a typical real-world scenario.

Scenario

You have a SharePoint list. You have a custom new/edit/delete form for it. The custom form will allow controlled editing of the item, plus some validations.

It means User A cannot edit User B’s item. Exceptions are Approvers group.

How to achieve this?

Solutions

I am recommending various solutions for this scenario.

Solution 1: Item Level Permissions

One easy solution is using the List > Advanced Settings > Item-Level Permissions.

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But, this solution won’t work if you need Approvers group to edit the items.

Solution 2: Delete Edit Form using SharePoint Designer

Open the list in SharePoint Designer > Locate the EditForm.aspx > Choose Delete option.

You can refer the post here:

http://www.jeanpaulva.com/index.php/2015/08/18/delete-oob-edit-form-using-sharepoint-designer/

Solution 3: Hide Ok Button of Edit Form

In this method you can inject a JavaScript to the Edit Form using Browser.

The JavaScript should hide the OK button of the form.

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Please note that we cannot change the permission of the user as there are other permission-sensitive forms to work on. This is the reason we are locking OOB Edit Forms.

Summary

In this article we have explored a real-world scenario of locking OOB Edit Forms.

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Product Review – LepideMigrator for Documents

Posted by Paul on August 19, 2015

In this product-review, I am going to take you through the functioning of the LepideMigrator for Documents (LMD). Software has been designed to migrate content from Windows File Server, Exchange and Office 365 Public Folders to SharePoint on premise and online versions. In today’s context when SharePoint has become a popular internet and collaboration platform and most of the organizations are trying to exploit its features such as collaboration, versioning, workflows etc. I will review LMD to validate its efficacy as SharePoint migrator software.

Systems Requirement and Supported versions

Basic system requirements to run software is not much demanding, you can install it on any Windows system running P4 with 2 GB RAM. It is expected to take around 1 GB of hard disk space for installation and data migration as specified by the company. It supports SharePoint Foundation 2013/ Server 2013 and SharePoint Server 365. It’s compatible with most of the Exchange Server and Outlook versions. Go through the following pages at company’s website for exact requirements and more details about software:

· Product’s home page – http://www.lepide.com/lepidemigratordocuments/

· Documentation and System Requirements – http://www.lepide.com/lepidemigratordocuments/documentation/

· Product’s download page – http://www.lepide.com/lepidemigratordocuments/download.html

Software Installation

Software installation is guided by quite familiar installation wizard – click on Next-Next and there you are! During installation you get the option of selecting installation drive, selecting Start menu folder for placing software icon, and creating desktop/quick launch icon.

User Interface

Below screenshot shows the welcome screen of software that opens up after installation.

image

Image name- User-interface

Buttons to launch wizard of all the major tasks are given at the top – Add New Site, Add New Source, Migration Analyzer, Migration to SharePoint, Migration using CSV and a few more. You won’t have to search these buttons to start the corresponding tasks. The upper left pane holds destination SharePoint Sites, the lower left pane holds the source Windows File Servers and Exchange Public Folders. The central pane shows the migration content and the right pane displays SharePoint objects.

Software Working:

Working of software is pretty much simple and intuitive. You can summarize its working in the following steps:

1. Add source Windows File System/Exchange /Office 365

2. Perform pre-migration analysis of content for smooth migration (optional)

3. Add Destination SharePoint on premise/online version

4. Perform migration

You can also first add the destination and then source to the application as migration can be done only after both source and destination have been added to software.

Scenario

In this review I am going to add a local Windows File System (MS Windows XP Professional SP3) as a source and will migrate content from it to on-premise SharePoint 2013. However, software allows adding remote File Servers as source as well and both on-premise and online version as destination.

Step 1: Adding source to the application

The following dialog box shows “Add New File System” dialog box. Just enter the computer name/IP and select the drives that you want to add. Click on Ok and the source drives can be seen in the source pane. You can add multiple computers and drives so no need of amassing data from entire network to one computer. Leave the source content where it is and fetch it directly from the application.

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Step-2: Perform pre-migration analysis for smooth migration

Though I can straightaway go and add destination SharePoint site and start the migration, I would love to do the pre-migration analysis to see all that software has to offer. The Migration Analyzer will perform the following steps:

  • Validating the names and types of files to be uploaded
  • Validating the invalid characters and end strings in the file names
  • Validating the blocked file extensions
  • Validating the file size limitations

The following screenshot shows the available criteria for migration analysis. Though you can specify your own values for different criteria, it comes loaded with the values that are acceptable to SharePoint.

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The following screenshot shows the analysis report. It clearly shows files or folder that will be uploaded, files and folders that need adjustments before uploading and the files and folders that simply could not be uploaded.

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Image name- Sample-analysis-reports

Step-3: Add Destination SharePoint

The following image shows the dialog box to add destination SharePoint site. If you don’t remember the site address you can enumerate all available sites using “Find Site Collection…” button. Provide target SharePoint servers’ admin User Id and passwords.

Image name- Add-new-site-details

Step 4: Perform Windows FileServer to SharePoint Server migration

The following dialog box shows all the files and folders that will be migrated to the destination SharePoint server. You can view the Groups/Users permissions by clicking on that button. In the next page you can provide the destination site URL and select the List, Library or folder.

Image name- File-system-to-sharepoint-filled

The migration wizard you also gives the option to map the columns of the source and desitnation files. LepideMigrator for Documents automatically maps the attributes and you can also map the attributes as per your own wish. The following image shows user defined column mapping.

Image name- Setting-attribute-value

The migration wizard also provides all possible content filter values and permission migration option between Users. You can also remap the Users between source and destination. You will be required to provide access credential in case content lies on a remote computer. Finally, you get the option to run the task immediately or schedule it for future run.

Image name- Migration-job-summary

This is how software interface looks like after migration. As you can see migrated content is seen in the Central AdministrationShared Documents path.

Image name-LMD SharePoint Content

After the migration is complete you can open the destination site and view the migrated content. In the below image the migrated content is seen in the SharePoint environment.

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Image name- Content at SharePoint Server

Here I have covered a particular scenario of migration. To know the working of software in full details and understand all possible scenarios, you can go through the configuration guide of software at its documentation centre on company’s website: http://www.lepide.com/lepidemigratordocuments/documentation/

Conclusion

So as I see, LepideMigrator for Documents offers plenty of options and features to let you migrate the content safely and swiftly to the destination SharePoint server. Personally, I would rate the software on the higher side in the ease of migration and features. The migration was quite swift, as I didn’t have to wait for long as data was being copied from source to destination. Software also offers some other features that I did not cover in this review such as downloading SharePoint data to Windows system, migrating data with the help of CSV file, and simply copying data from a Windows folder to SharePoint folder.

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Delete OOB Edit form using SharePoint Designer

Posted by Paul on August 18, 2015

In this article we can explore how to delete an OOB Edit form from a list.

Scenario

You have a list. You will be populating the list programmatically. You wanted to prevent the user from using OOB edit form. How to achieve this?

Steps

Open SharePoint Designer > Your list.

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Go to the Forms section as shown below.

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From the ribbon choose the Delete option.

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Save changes and now Open the list in browser.

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You should not be getting the Edit form now. Although the following error needs to be modified.

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You require Design permission to work with SharePoint Designer. You may also wish to delete the user control from the Edit form and provide a friendly message to the user.

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In future you can always restore the custom edit form using SharePoint Designer.

Summary

In this article we have explored how to delete an OOB edit form.

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List View – Filter by Year

Posted by Paul on August 13, 2015

In this article we can explore a quick scenario where list items can be managed through created year.

Scenario

You have a list with 5000 item added every year. To align with 5000 Max Limit of List Items, we need to create a View. How to create a view based on a column?

Steps

Please follow the steps given below.

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Create a list with column named Year. Fill some values as shown below.

We will be working on the default Created column value. Now go to Ribbon > Create View. Choose the Standard View option.

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Scroll down to the Filter section and choose the column Year and set value to 2016.

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Now your view is ready.

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You can add certain items with value 2015 for Year. Now you can see our view only displays 2016 items.

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For working with OOB Created By column, you can use Functions to extract the year.

Summary

In this article we have explored how to create a view by year.

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Item Level Permissions

Posted by Paul on August 10, 2015

In this article we can explore a common scenario which can be solved using OOB feature of SharePoint 2013.

Scenario

You have a list to track expense claims. Multiple employees are using the same list. Following are the challenges:

1. Employees should see only their items

2. Employees should not be able to edit other employee’s items

Solution

Although using “views” will be the first solution in mind, we can solve this through OOB way using:

· List Item Level Permissions

Steps

Create an Expense list as shown below.

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Open List Settings > Advanced Settings & Choose the following options.

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Save changes & test it out in following way:

1. Create 2 users

2. Use 2 browsers

3. Add one expense-item for each user

4. You can see user-1 can see only his/her item

5. Same applies to editing as well

When user 1 logs in:

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When user 2 logs in:

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This feature is not available for Document Libraries.

References

https://technet.microsoft.com/en-us/library/Gg128955.aspx

Summary

In this article we have explored an OOB way to manage item level permissions.

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List Validation Settings

Posted by Paul on August 7, 2015

In this article we can explore List Validation Settings which is a less used feature in SharePoint.

Validation Settings

To proceed with, create a list with following 2 columns:

1. Budget as Number

2. Amount as Number

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You can access this settings from List > List Settings > Validation Settings link.

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Now you can set a validation that Amount should not be greater than Budget. You can see this below.

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Additionally, we have set a user message too.

Testing

Now let us try creating an invalid item. It will display error message as shown below.

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You can change the amount to save the item.

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In advanced scenarios we can come with AND, OR operators too.

Summary

In this article we have explored List Validation Settings feature. In the future posts I will come with more complex validations.

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Enable SharePoint Designer

Posted by Paul on August 3, 2015

In this post we can explore how to enable SharePoint Designer for a site collection.

SharePoint Designer

SharePoint Designer can be locked due to multiple reasons. But, SharePoint Designer is required to customize pages, create custom workflows & lot of other quick tasks.

If you are the Site Collection Administrator, you can enable SharePoint Designer as following.

Open Site Settings Gear > Site Contents menu item.

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Click on the SharePoint Designer Settings link.

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You can click on the Enable SharePoint Designer checkbox item as shown below.

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If you cannot see the above option, you might need to check with Central Administration level for enabling the option.

Summary

In this post we have explored how to enable SharePoint Designer for a site collection.

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