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Posts Tagged ‘template’

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.

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

Migration Template

Posted by Paul on March 11, 2014

In the world of SharePoint, occasionally we need to work with other worlds too.

For example: Migration is such an area of work.

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What is Migration?

Migration is the process of moving from one computing system to another.

For example Migration can be:

1. SharePoint older-version to SharePoint newer-version

2. Another CMS to SharePoint

3. SharePoint to Another CMS

4. SharePoint On Premise to SharePoint Online

What will be the Migration Steps?

Migration requires the following aspects:

1. Analyzing existing environment

2. Capturing migration elements

3. Creating a migration plan

4. Creating a target staging environment

5. Performing migration against staging environment

6. Analyze the readings

7. Optimize strategies

8. Declare migration dates to stake holders

9. Take production to offline

10. Perform final migration

11. Validate migration

12. Take production to online

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Migration Template

Following are the screen shots of a Migration Template to capture information about source system. You are free to download it.

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Screen shots from the template.

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Please note that in a typical scenario, automated/manual migration happen from source to staging & then automated migration to production.

A good automation tool I can recommend is Sharegate. Spending for automation tool is worth if the no-tool cost is higher than tool-cost.

References

http://en.share-gate.com/

Summary

In this article we have explored migration overview and a shareable template.

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

Free Template 1 – Requirement Analysis

Posted by Paul on August 2, 2013

In this article I would like to share a document template need for SharePoint project Requirement Analysis. I believe, there are some SharePoint aspects need to be captured & hence built this template.

This document is used to capture the requirements from user perspective.  There will be interviews & meetings with customer side stake holders, department representatives to capture the information.

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You are free to download & use it. Please feel free to contact me for queries & updates.

Please read the Tips to overcome common problems with the document.

Screen Shots

Following are the screen shots of the document.

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Please note that this document is for Requirement Capture purpose.  The succeeding documents are Requirement Specification & Detailed Design.

References

http://en.wikipedia.org/wiki/Requirement_analysis

Summary

In this post we have explored the Requirement Analysis template. I will be adding more templates.

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