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Posts Tagged ‘designer’

SharePoint 2010 – Enterprise Document Management

Posted by Paul on April 11, 2012

SharePoint provides good amount of features supporting Enterprise Document Management.

clip_image002

The main features supported by SharePoint 2010 are:

1. Metadata

2. Versioning

3. Alerts

4. Workflows

5. Check Out

6. Search

7. Co Authoring

8. Auditing

Versioning

SharePoint supports public, major and minor versioning support. To enable versioning use the Library Settings > Versioning settings option.

clip_image004

Metadata

We can store information about the library items as Metadata using Columns. For adding Metadata for any library item use the Library Settings > Create Column option.

clip_image006

Using Enterprise Keywords we can tag a particular document. As they are indexed they are searchable and provide meaningful organizational capabilities.

Types of Libraries

SharePoint 2010 provides different types of in-built document libraries.

Library Type

Description

Document Library

For all document types

Asset Library

For images, video files

Connection Library

Storing connection files

Report Library

KPI (Key Performance Indicator), BI files

Slide Library

PowerPoint Slide files

Picture Library

Picture files

Form Library

InfoPath Form files

Document ID Service

The document ID feature creates document identifiers that can be used to retrieve items independent of their current location. The document ID service is responsible for providing the Document ID feature.

When a document is added to the collection SharePoint assigns the Document ID to it. The administrator needs to configure the Persistence setting of Document ID.

To enable this feature use Site Actions > Site Settings > Site Collection Features item.

clip_image008

Click on the Activate button to make the service running.

Document Set

Document Set is a new feature in SharePoint 2010. It is similar to a zip file and a good solution while working with a group of files. While working with a project, people usually needed a set of files instead of a single file. So the Document Set feature is really useful once we know how to use it.

To enable this feature use Site Actions > Site Settings > Site Collection Features item.

clip_image010

Click on the Activate button to make the service running.

The creation of document and document sets are discussed in the upcoming article.

References

http://msdn.microsoft.com/en-us/library/ee559302.aspx

http://office.microsoft.com/en-us/sharepoint-server-help/introduction-to-document-sets-HA101782466.aspx

Summary

In this article we have explored the Document Management Features supported by SharePoint. The versioning, check out, co authoring features provides the SharePoint end users a great tool in hand.

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Posted in C#, SharePoint | Tagged: , , | Leave a Comment »

SharePoint 2010 – Enterprise Document Management

Posted by Paul on April 11, 2012

SharePoint provides good amount of features supporting Enterprise Document Management.

clip_image002

The main features supported by SharePoint 2010 are:

1. Metadata

2. Versioning

3. Alerts

4. Workflows

5. Check Out

6. Search

7. Co Authoring

8. Auditing

Versioning

SharePoint supports public, major and minor versioning support. To enable versioning use the Library Settings > Versioning settings option.

clip_image004

Metadata

We can store information about the library items as Metadata using Columns. For adding Metadata for any library item use the Library Settings > Create Column option.

clip_image006

Using Enterprise Keywords we can tag a particular document. As they are indexed they are searchable and provide meaningful organizational capabilities.

Types of Libraries

SharePoint 2010 provides different types of in-built document libraries.

Library Type

Description

Document Library

For all document types

Asset Library

For images, video files

Connection Library

Storing connection files

Report Library

KPI (Key Performance Indicator), BI files

Slide Library

PowerPoint Slide files

Picture Library

Picture files

Form Library

InfoPath Form files

Document ID Service

The document ID feature creates document identifiers that can be used to retrieve items independent of their current location. The document ID service is responsible for providing the Document ID feature.

When a document is added to the collection SharePoint assigns the Document ID to it. The administrator needs to configure the Persistence setting of Document ID.

To enable this feature use Site Actions > Site Settings > Site Collection Features item.

clip_image008

Click on the Activate button to make the service running.

Document Set

Document Set is a new feature in SharePoint 2010. It is similar to a zip file and a good solution while working with a group of files. While working with a project, people usually needed a set of files instead of a single file. So the Document Set feature is really useful once we know how to use it.

To enable this feature use Site Actions > Site Settings > Site Collection Features item.

clip_image010

Click on the Activate button to make the service running.

The creation of document and document sets are discussed in the upcoming article.

References

http://msdn.microsoft.com/en-us/library/ee559302.aspx

http://office.microsoft.com/en-us/sharepoint-server-help/introduction-to-document-sets-HA101782466.aspx

Summary

In this article we have explored the Document Management Features supported by SharePoint. The versioning, check out, co authoring features provides the SharePoint end users a great tool in hand.

Posted in C#, SharePoint | Tagged: , , | Leave a Comment »

SharePoint 2010 – Views, Lookups and Validations in List

Posted by Paul on April 11, 2012

Views

We can associate a View for a List. Views provide a different representation of the existing information. If a List has columns Name and Country we can create a View for the List with county as India. Here we are experimenting with custom column creation as well.

For this create a new List with Custom List as the template.

clip_image002

Add the following columns into it.

· Name

· Country

Now add the following data into the Contacts List

clip_image004

Now there are 2 records with India and Other as country.

From the List ribbon item and click Create View button.

clip_image006

In the appearing page select Standard View option.

clip_image008

In the appearing page, enter the name for the view as Contacts in India.

Scroll down and in the Filter section use Country as filter equal to India.

clip_image010

Click the Ok button to create the View. Now you can see the view only lists one record.

clip_image012

This concludes our View creation.

Note: Views can be used to show grouped data, filtered data etc. based on the existing Lists items. In this way it is similar to the database Views which operate on tables. In SharePoint the contents are getting stored in SQL Server database.

Lookups

A column in a List can integrate with another List column. For example we have 2 lists.

Doctor List

Title

Name

Qualification

Patient List

Title

Name

Address

Doctor (Referring to Doctor.Name column)

Here the Patient List is referring to Doctor List through the Doctor column which is acting as a Lookup column.

To accomplish the same create a custom list named Doctors with Name and Qualification as columns.

Note: The Title column will be already there, renaming/deleting can be done through the List Settings screen.

Now create a new list named Patients using Custom List template. Add the properties Name, Address and Doctor. For the column Doctor choose Lookup field.

clip_image014

Choose the highlighted list items as shown in the screen above. The Lookup field is required to fetch data from other Lists. We need to specify the List and Column for Lookups.

After setting the Lookup properties click the Ok button.

Now add some data to the Doctors list as shown below:

clip_image016

Now use the Add new item for the Patients List. You will be able to see the Doctor lookup field auto populated from the Doctors List.

clip_image018

Enter the details and click Save button. You are ready with the Patient with Doctor as Lookup value.

clip_image020

So this concludes our experiment with Lookup values. In real life scenarios we will end up with multiple Lookup values and validations. The Lookup values are implemented using Relationships. It is similar to the foreign key relations of a Relational Database Management System like SQL Server.

Validations

We can add validations for the columns. Now we can start experimenting with them. Here we are starting with a List of Employees. The columns are:

· Title

· Name

· Age

Make sure that the Age column is in the range 18 to 100. Any out of range values should populate the error message “Invalid Age – Please enter a value between 18 and 100!”

Create a List from the Custom List template and name it as Employees. Add custom column Name and Age. For the Age column make the type as Number. In the Column Validation section at bottom enter the following properties.

Formula: =AND(Age>=18,Age<=100)

User Message: Invalid Age – Please enter a value between 18 and 100!

clip_image022

Click the Ok button to continue. Now the List is ready with Name and Agecolumns.

Try to add a new item into the list with an invalid age (age = 11 for example)

clip_image024

You can see that the error message is shown for invalid Age.

This concludes our experiment with validations. In real world scenarios more complex validations need to be performed. For reference on the formulas you can use the link provided in the References section of this article.

References

http://office.microsoft.com/en-us/windows-sharepoint-services-help/examples-of-common-formulas-HA001160947.aspx

Summary

In this article we have learnt about Views, Lookups and Validations. These knowledge are needed in building real world record management systems using SharePoint 2010.

Posted in C#, SharePoint | Tagged: , , | Leave a Comment »

SharePoint 2010 – Views, Lookups and Validations in List

Posted by Paul on April 11, 2012

Views

We can associate a View for a List. Views provide a different representation of the existing information. If a List has columns Name and Country we can create a View for the List with county as India. Here we are experimenting with custom column creation as well.

For this create a new List with Custom List as the template.

clip_image002

Add the following columns into it.

· Name

· Country

Now add the following data into the Contacts List

clip_image004

Now there are 2 records with India and Other as country.

From the List ribbon item and click Create View button.

clip_image006

In the appearing page select Standard View option.

clip_image008

In the appearing page, enter the name for the view as Contacts in India.

Scroll down and in the Filter section use Country as filter equal to India.

clip_image010

Click the Ok button to create the View. Now you can see the view only lists one record.

clip_image012

This concludes our View creation.

Note: Views can be used to show grouped data, filtered data etc. based on the existing Lists items. In this way it is similar to the database Views which operate on tables. In SharePoint the contents are getting stored in SQL Server database.

Lookups

A column in a List can integrate with another List column. For example we have 2 lists.

Doctor List

Title

Name

Qualification

Patient List

Title

Name

Address

Doctor (Referring to Doctor.Name column)

Here the Patient List is referring to Doctor List through the Doctor column which is acting as a Lookup column.

To accomplish the same create a custom list named Doctors with Name and Qualification as columns.

Note: The Title column will be already there, renaming/deleting can be done through the List Settings screen.

Now create a new list named Patients using Custom List template. Add the properties Name, Address and Doctor. For the column Doctor choose Lookup field.

clip_image014

Choose the highlighted list items as shown in the screen above. The Lookup field is required to fetch data from other Lists. We need to specify the List and Column for Lookups.

After setting the Lookup properties click the Ok button.

Now add some data to the Doctors list as shown below:

clip_image016

Now use the Add new item for the Patients List. You will be able to see the Doctor lookup field auto populated from the Doctors List.

clip_image018

Enter the details and click Save button. You are ready with the Patient with Doctor as Lookup value.

clip_image020

So this concludes our experiment with Lookup values. In real life scenarios we will end up with multiple Lookup values and validations. The Lookup values are implemented using Relationships. It is similar to the foreign key relations of a Relational Database Management System like SQL Server.

Validations

We can add validations for the columns. Now we can start experimenting with them. Here we are starting with a List of Employees. The columns are:

· Title

· Name

· Age

Make sure that the Age column is in the range 18 to 100. Any out of range values should populate the error message “Invalid Age – Please enter a value between 18 and 100!”

Create a List from the Custom List template and name it as Employees. Add custom column Name and Age. For the Age column make the type as Number. In the Column Validation section at bottom enter the following properties.

Formula: =AND(Age>=18,Age<=100)

User Message: Invalid Age – Please enter a value between 18 and 100!

clip_image022

Click the Ok button to continue. Now the List is ready with Name and Agecolumns.

Try to add a new item into the list with an invalid age (age = 11 for example)

clip_image024

You can see that the error message is shown for invalid Age.

This concludes our experiment with validations. In real world scenarios more complex validations need to be performed. For reference on the formulas you can use the link provided in the References section of this article.

References

http://office.microsoft.com/en-us/windows-sharepoint-services-help/examples-of-common-formulas-HA001160947.aspx

Summary

In this article we have learnt about Views, Lookups and Validations. These knowledge are needed in building real world record management systems using SharePoint 2010.

Posted in C#, SharePoint | Tagged: , , | Leave a Comment »

SharePoint 2010 – New Features

Posted by Paul on April 11, 2012

In this article we can explore the new features of SharePoint 2010. Some of the new features of SharePoint 2010 are:

· Ribbon UI

· Status Bar

· Dialogs

· Branding and Theming

· Multilingual User Interfaces

· Inline Editing

· Developer Dashboard

· Silverlight Web Part

· Service Applications

For exploring the features please open the SharePoint 2010 default web application.

Eg: http://yourmachinename

Ribbon UI

The Ribbon User Interface can be considered as a major UI change in SharePoint 2010. It makes it similar to the Microsoft Office family of products. The advantages are user friendliness, easier access, categorized menus etc.

clip_image002

Opening a list shows the above Ribbon UI.

Status Bar

SharePoint 2010 provides a Status Bar which is below the Ribbon UI. It is not the Browser status bar. The Status Bar is configurable through pages.

Inline Editing

SharePoint 2010 allows the List items to be edited inline. This is without the use of an additional dialog with Ok/Cancel buttons. For enabling this we have to use the Modify View option in List Settings and choose Inline Editing enable checkbox.

New Dialogs

The dialogs are enhanced in SharePoint 2010. Some of the examples are given below.

New List and Library Dialog, Status Dialog

clip_image004

clip_image006

Branding and Theming

In SharePoint a new theme engine is included. This allows the users to create a theme from PowerPoint and use it inside SharePoint 2010.

The existing themes can be found in the Theme Gallary. (Site Actions > Site Settings > Themes)

clip_image008

You can anytime change the Site theme using the Site Settings > Look and Feel > Site theme option.

clip_image010

Silverlight Web Part

New silverlight web part has been added to SharePoint 2010. This allows us to embed silverlight applicatons inside the web pages. You can access this from the Add Web Part screen.

clip_image012

Developer Dashboard

The developer dashboard is a new feature in SharePoint 2010 which can be used for debugging and tracing purposes. It provides the performance related information to the developers. It is by default turned off and can be enabled by using PowerShell or StsAdm tool.

Service Applications

In the older version SharePoint 2007 there exists Shared Services Providers (SSP). This feature no longer exists in the SharePoint 2010 version and only Service Applications exists. The service applications like Search, Excel Services are unboxed and run independently.

References

http://msdn.microsoft.com/en-us/library/ee557323.aspx

http://weblogs.asp.net/soever/archive/2009/10/20/sharepoint-2010-spc09-ssp-is-dead-long-live-service-applications.aspx

Summary

In this article we have explored the new features of SharePoint 2010.

Posted in C#, SharePoint | Tagged: , , | 2 Comments »

SharePoint 2010 – New Features

Posted by Paul on April 11, 2012

In this article we can explore the new features of SharePoint 2010. Some of the new features of SharePoint 2010 are:

· Ribbon UI

· Status Bar

· Dialogs

· Branding and Theming

· Multilingual User Interfaces

· Inline Editing

· Developer Dashboard

· Silverlight Web Part

· Service Applications

For exploring the features please open the SharePoint 2010 default web application.

Eg: http://yourmachinename

Ribbon UI

The Ribbon User Interface can be considered as a major UI change in SharePoint 2010. It makes it similar to the Microsoft Office family of products. The advantages are user friendliness, easier access, categorized menus etc.

clip_image002

Opening a list shows the above Ribbon UI.

Status Bar

SharePoint 2010 provides a Status Bar which is below the Ribbon UI. It is not the Browser status bar. The Status Bar is configurable through pages.

Inline Editing

SharePoint 2010 allows the List items to be edited inline. This is without the use of an additional dialog with Ok/Cancel buttons. For enabling this we have to use the Modify View option in List Settings and choose Inline Editing enable checkbox.

New Dialogs

The dialogs are enhanced in SharePoint 2010. Some of the examples are given below.

New List and Library Dialog, Status Dialog

clip_image004

clip_image006

Branding and Theming

In SharePoint a new theme engine is included. This allows the users to create a theme from PowerPoint and use it inside SharePoint 2010.

The existing themes can be found in the Theme Gallary. (Site Actions > Site Settings > Themes)

clip_image008

You can anytime change the Site theme using the Site Settings > Look and Feel > Site theme option.

clip_image010

Silverlight Web Part

New silverlight web part has been added to SharePoint 2010. This allows us to embed silverlight applicatons inside the web pages. You can access this from the Add Web Part screen.

clip_image012

Developer Dashboard

The developer dashboard is a new feature in SharePoint 2010 which can be used for debugging and tracing purposes. It provides the performance related information to the developers. It is by default turned off and can be enabled by using PowerShell or StsAdm tool.

Service Applications

In the older version SharePoint 2007 there exists Shared Services Providers (SSP). This feature no longer exists in the SharePoint 2010 version and only Service Applications exists. The service applications like Search, Excel Services are unboxed and run independently.

References

http://msdn.microsoft.com/en-us/library/ee557323.aspx

http://weblogs.asp.net/soever/archive/2009/10/20/sharepoint-2010-spc09-ssp-is-dead-long-live-service-applications.aspx

Summary

In this article we have explored the new features of SharePoint 2010.

Posted in C#, SharePoint | Tagged: , , | 2 Comments »