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SharePoint Blogs

The Best Place for SharePoint-related Blogs

Jenny Everett

Living with SharePoint
  • Hide a field on a form

    Quite often I come across a requirement when I have a field on the new/edit item form that I want to hide, usually this has already been populated by some development. In this example we have a link field (which in this case links to another sharepoint item) which we want to hide.

    1. Open the list, click 'Settings' the 'List settings'

    2. 'Advanced settings'

    3. Set 'allow management of content types' to 'Yes', click 'OK'

    4. Click 'Item' under the 'Content types' header (may not be called item based on the type of list e.g. might be called 'Task')

    5. Choose the relevant field (column) that you want to hide

    6. Click 'Hidden (will not appear in forms)' then 'OK'

    Posted Aug 21 2008, 04:42 PM by JennyE with 1 comment(s)
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  • SharePoint: Navigation across site collections

    I always think that navigation does not go across site collections and it general it doesn't. However you can use the Portal site connection option in order to include a link in the breadcrumb. For example, you have an Intranet with team sites and you wish to separate the team sites into a separate site collection, which is sensible because then it can be a separate database.

    In this case I have a portal called http://intranet and a site collection called http://intranet/portal/sites. In the Team sites collection I want the Intranet to appear as the first node on the breadcrumb. This can be achieved using Portal site collection.

    1. Site Actions > Site Settings > Modify all site settings
    2. Portal site collection under Site Collection Administration
    3. Enter the address and the name you want to appear as the breadcrumb link

    SharePoint Portal site connection

        4. This will then display as the first node in the breadcrumb

    SharePoint breadcrumb

    NB: This is just a link, so this doesn't have to be to another SharePoint site collection - it could be to your corporate website or intranet hosted on something else.

     

    Posted Jul 28 2008, 05:13 PM by JennyE with 1 comment(s)
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  • SharePoint and IIS: the default domain

    Many times in an Extranet scenario I see that Clients are having to enter domain\username in the username box, although this isn't a particular problem if often causes a few user error issues which could be easily avoided.

    1. Locate your externally facing website in IIS

    2. Choose Properties on this web site

    3. Choose the Directory Security tab

    4. Choose Edit.. under the Authentication and access control heading

    5. In the Default domain box enter the domain that users will use and click OK twice

    Done! Your users will no longer have to type domain\username just username instead

    Posted Jul 15 2008, 12:25 PM by JennyE with 1 comment(s)
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  • SharePoint: You need 4 times that amount of disk space!

    Yes a common pitfall that people fall into is not allowing enough space on their SharePoint servers. Say you estimate your content database are going to get to 100Gb then you actually probably need 420Gb of space - how so...

     Content databases: 100Gb

     Search Index database: 40Gb (This is usually 20-40% of the size of the content databases)

     You need only a 50% fill factor on SQL drives to allow for SQL maintenance operations to run, so therefore 140Gb becomes 280Gb. And presumably you are going to back all of this up, so that is another 140Gb! Tada we have 420Gb!

    Technorati Profile
    Posted Jun 30 2008, 05:49 PM by JennyE with no comments
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  • SharePoint 2007: Ever wondered if there is an easy way to stop users creating My Sites

    It is a fairly common scenario that people don't want anyone or some groups of people to create My Sites but it always suprises me how few people know the answer to. This can all be achieved through the SSP:

    1. Go to the relevant SSP
    2. Choose "Personalization services permissions"
    3. From here you can control permissions for different groups to "Create personal site"
    4. Users will not see the "My Site" link in the top right hand corner of the page if they don't have permissions to.

     

     

    Posted May 23 2008, 02:16 PM by JennyE with 4 comment(s)
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  • Folders sort order changes when "Display New Folder" command on the new menu is set to No

    When sorting you in a SharePoint Document Library you would expect it to behave as per Windows Explorer and in most cases it does. If you sort by a column (e.g. Name A-Z, Modified date) the Folders appear at the top followed by the Files.

    Library Normal

     

     

     

     

     

    After removing the "New folder" option from New menu on the library it changes so Folders are now in line with files - see illustration below.

    Library Ab-Normal

     

     

     

     

     

     

    My box has SP1 on but no further hot fixes so I can't comment if these would fix this issue.

  • Some time later....

    It has been a long time since my last blog post and about time I started again... The last couple of months have been a tad busy - getting engaged, changing jobs and renovating our house!

     Anyway about time I started again.... So here goes...

  • Restore Site Collection to same server - SharePoint 2007

    When backing up a site collection and restoring it in the same SharePoint 2007 (MOSS) web application, I received the following error message:

     No content databases are available for this operation. Create a content database
    , and then try the operation again. To create a content database, click "Content
     databases" on the Application Management page, select the Web application to us
    e, and then click "Add a content database".

    However I had a Content database which was in the Ready state and allowing new sites...

    Luckily thanks to Akila's SharePoint blog article I realised this is because the GUID of the Site Collection already exists in this Content database - therefore the Restored Site Collection needs to be in its own Conent database - creating another content database made my restore work.

     

    Posted Mar 06 2008, 03:30 PM by JennyE with 2 comment(s)
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  • Modified date of all documents within a folder is updated when the folder is renamed

    We had an issue with documents in a Folder within a Document library. We renamed the folder and the Modified date of all documents updated to be the date at which the folder was modified - which for us caused some strange results as the last user to modify the document had left the company!

     Anyway Service Pack 1 appears to fix this, I had no problems applying this to my environment - instructions are here: http://blogs.msdn.com/sharepoint/archive/2007/12/11/announcing-the-release-of-wss-3-0-sp1-and-office-sharepoint-server-2007-sp1.aspx

  • Lookup with Allow multiple values can be filtered after all

    Today I attempted to setup a View filtering using the contains operator on a Lookup column which allows multiple values - not as straight forward as hoped: 

    I had 2 lists:

    • Products 
    • Categories

    Products has a lookup column to Categories, which allows multiple Categories to be selected. In the Products list I wanted to have a view for each category, I thought I would be able to achieve this using a filter and the contains operator - however upon saving the view I was prompted with

    "The filter type you selected cannot be used with this type of column. You can apply the 'contains' operator only to columns that have the type Single line of text, Multiple lines of text, or Choice. Specify a different operator for the filter or change the column type. You can then attempt to create the filter again."

    This stumped me for a few minutes, until I tried using the is equal to operator instead, which did what I would expect the contains operator to do. I created a view for Category A and set the filter to is equal to Category A - which seems to pick up Products that are in Categoy A and/or other Categories.

     

  • More on configuring search

    As promised this is a follow up to SharePoint Search is not Psychic, In this article I hope to briefly cover a few of the ways you can start to influence you search. I don't intend to discuss search scopes or managed properties in this article.

    Authoratative sites/pages

    The concept behind Authoritative sites is making a site more prominent in the search results. For example, you have an Intranet which is a single Web Application and single Site collection; within this you have a site called Processes - this site contains important information about processes, procedures and forms in your business. You find people keep copying these and creating their own versions of them. This means that users searching come across uncontrolled out-of-date copies. By making the Process site an authoritative site it tends to be a the top of the search results. In Central Admin under Shared Service Provider, choose Search Settings and scroll to the bottom, choose Specify authoritative pages, then simply enter the URL.

    Keywords/Synomns

    The concept behind keywords is to offer alternative words to search for. E.g. If you had a business name ABD and it changed its name to ABCD then you could add a keyword for ABCD to offer ABD as an alternative. This helps with content that has not been update from the original name.

    Best bets

    Best bets are a quick way of ensuring that a user searching for a specific term, gets a specific result returned at the top. E.g. You specific that the specific term "forms" should return to a specific url. This will offer this result at the top of the search results.

    Search result removal

    Not something I have used much but if a URL is included that you need to remove quickly. Enter the URL in the search result removal Page (under search settings), it will be removed instantly and a crawl rule will be added so it doesn't appear back in the index after the next crawl. To reverse this action you will need to delete the crawl rule that has been added and start a crawl.

    Useful articles

    http://office.microsoft.com/en-us/sharepointserver/HA100478321033.aspx

    This aricle applies to Microsoft Office SharePoint Server (MOSS) 2007, although if you want to do this with Windows SharePoint Services (WSS) 3.0 then check out Microsoft's Search Server offering...

     

  • SharePoint search is not psychic!

    I was at the user group today (well actually it is yesterday now), Andrew Woodward gave a great presentation on Microsoft Search Server 2008. One of the questions he asked during the session was how many people reviewed and acted upon the statistics about what users were searching for. To my surprise only myself and one other admitted to this! Out of a room of 70ish people, most of whom had earlier admitted they had MOSS! Surprise

     I commonly hear from SharePoint users/admins that they can't find things using the SharePoint search. This used to be a common complaint in our organisation until.....
    1. Every week/month we evaluated what users were searching for and if we felt the results they were provided were satisfactory
    2. We setup a survey linked from the search results page, to allow users who couldn't find what they were looking for to tell us about it

    Using the data from both of the above we were able to analyse where the search was failing to meet users' expectations. We found that:

     55%  The content was badly named, didn't contain the words the users was searching for, wasn't easily identifiable in search results (e.g. if you have 2 results both called Cafe - which is for London and which is for Manchester?)

     

    30% The content users were looking for didn't exist

     

    10% Users were using wide or strange search terms (why would somebody search for 'google' on the intranet? what exactly did they want to find when they searched for 'form'?)

     

    5% Search wasn't finding appropriate content or ranking wasn't appropriate

     

    So by appropriately authoring content and ensuring it exists to allow it to be found we solved 85% of the problem! That is a lot more satisfied users!

     

    We also use the functionality that MS provide to allow you to influence the search - if you know that a specific page should be the top hit for a term make it a best bet. If something is known as something else - e.g. it has been renamed add it as a synonym.

     

    Watch out for another blog article from me on how to influence the SharePoint search, in which I hope to cover Best bets, synonyms, authoritative sites, etc. 

     

  • Access 2007 and SharePoint 2007

    In lists there is an "Open with Access" option, I never thought much about this and continued using Excel. However we have a requirement to build an application with drag and drop functionality on a desktop application but to publish this to our Extranet. So I tried Access 2007, I simply created an Access database and connected a number of lists in a site on our Extranet to it and voila! You can use this in online or offline mode, it understands the links between the lists and will even give you a relationship diagram! Mine was a spiders web!

     Access 2007 looks much better also when editing an item in the table you get calendar functionality if it is a date/time field, if it is a lookup on another SharePoint list you get a drop down of the options!

    I was really impressed it meant uploading and downloading data (using 2-way sync) for our desktop application was simple!

     

  • Blog Posts

    As many of you will already know a Blog template is just a series of linked lists (+ some fancy bits). There are a couple of interesting observations about the Posts list though:

     a) You don't have the option to save this list as a template (presumably because the content is related to other lists)

    b) You can enabled attachments on the list but there is no interface to attach anything

     

  • Audit reports : Unknown Error

    We have a site with a couple of document libraries, one is very large (~16 Gb |  25000 Files | 2500 Folders).  Smile

    We have encountered a couple of problems, one of them is when you run Audit reports it returns "unknown error". It seems the bigger the site/document libraries the more likely you are to receive this. So we had to work out a way of getting Audit reports preferably without moving documents into new small document libraries.

    So presumably this information is stored in the SharePoint databases? I like many others work on the premise that it is fine to read information out of these databases but DEFINATELY not to update these expect through the SharePoint interfaces.

    So we went hunting and some time later.....

    We found a table called AuditData (in the relevant Content DB), which contains most of the information required. We also used the UserInfo table to understand who performed the action.

    AuditData contained most of the data - we were interested in the ItemType Column, UserID, DocLocation, Occurred, Event, EventData.

    Some complicated data analysis later.... We established that everything we were interested in was ItemType 1 and the the Event could be used to determine what type of event. 

    Check out 1
    Check In 2
    View 3
    Delete 4
    Update/Save 5

     

    Therefore you can construct a query that brings back this information for individual sites, this is very basic and then needs some formatting applied.

    SELECT     a.Event, u.tp_Login, a.Occurred, 'http://sharepoint/' + a.DocLocation AS [Document]
    FROM         WSS_Content1.dbo.AuditData AS a INNER JOIN
                          WSS_Content1.dbo.UserInfo AS u ON a.UserId = u.tp_ID
    WHERE     (a.DocLocation LIKE 'site/%') AND (a.ItemType = 1) AND (a.UserId <> '1073741823')

    • WSS_Content1 = relevant content db
    • http://sharepoint/ = your portal url
    • site/ = the site you are interested in this portal url
  • Site definitions vs. Site templates

    Site definitions are created by doing custom development, usually first copying an OOB template.
     
    Site templates are created by saving a site as a template in the GUI.
     
    There are advantages/limitations of each:
    • Site definitions have to be updated by a developer or administrator with some XSLT or CAML knowledge
    • Site templates can be created easily
    • If you update a site template (e.g. change the column type) none of the lists based on it will update - whereas for site definitions they will. Only certain aspects based on site definition - will update - e.g. add/changing/removing views will not
  • SharePoint 2003 Service Pack 3

    There seems to be very little on the SharePoint blogs about this - everyone has moved on so quickly but in practice we haven't all completely done with SPS 2003 yet! Wink

    http://www.microsoft.com/downloads/details.aspx?FamilyID=AB086D48-1148-48DE-B4EC-A6298367E5F0&displaylang=en

  • Mapping a drive to a SharePoint document library

    There are two things that need to be setup:
     
    1. Webclient service needs to be started
    2. The web site needs to be on port 80, it can have a host header

    Otherwise you get an error usually, "The network path http://portal/site/doclib/ cannot be found"

  • Save as template with Publishing feature turned on

    I came across this when trying to save as site as a template the other day - the option didn't exist. Beware - one of those nice quirks! Wink

     http://blogs.technet.com/stefan_gossner/archive/2007/09/19/save-site-as-template-option-and-the-publishing-feature.aspx

     This is also relevant: http://support.microsoft.com/kb/925189/en-us

  • Farms, Web Apps, Site Collections, Sites - what is configured at what level?

    I have been a bit slow getting started with my blog but here it is my first post! Smile

     This post covers what features and other items are configurable at each level - I do not believe this list is complete. Therefore if you have more to add to this please comment on my blog and I will add it on.

     
    Feature Description Level
    Data Connection Library Adds Data Connection Library feature Farm
    Excel Services Farm feature Adds farm-level Excel Services Features to the Windows SharePoint Services framework Farm
    Global Web Parts Installs additional web parts common to all types of sites. Farm
    Spell Checking Enable Spell Checking in WSS list-item edit forms. Farm
    Worker Process isolation Faulty code could bring down applications by web app, this is less likely at any other level. Also security breaches would be per web app. Web App/App pool
    Office Server Enterprise Search Uses the Office Server Search Service for search over broad enterprise content. In addition to list and site scopes, provides search over people profiles, business data, remote and custom content sources. Uses multiple tabs to display results in the Search Center. Web App
    Office Server Site Search Uses the Office Server Search Service for site and list scoped searches. Web App
    OSS Enterprise web application features Features such as the business data catalog, forms services, and Excel Services, included in the Office SharePoint Server Enterprise License Web App
    OSS Standard web application features Features such as user profiles and search, included in the Office SharePoint Server Standard License Web App
    <Specific workflows> Specific workflows are made available at a site collection level. For custom and OOB workflows. Site Collection
    OSS Enterprise Site collection features Features such as the business data catalog, forms services, and Excel Services, included in the Office SharePoint Server Enterprise License Site Collection
    OSS Publishing Infrastructure Provides centralized libraries, content types, master pages and page layouts and enables page scheduling and other publishing functionality for a site collection. Site Collection
    OSS Search web parts This feature uploads all web parts required for Search Center Site Collection
    OSS Standard site collection features Features such as user profiles and search, included in the Office SharePoint Server Standard License Site Collection
    Reporting Creates reports about information in Windows SharePoint Services. Site Collection
    Quota Quotas for the amount of space allocated. Site Collection
    Navigation OOB navigation is per site collection Site collection
    Site directory List of links to sites. A site can be added to site directory at point of creation. There is a site definition for Site directory. Site collection
    Use Custom search scopes Can manage custom search scopes available Site collection
    Search keywords and best bets Add keywords (synonyms) and best bets. Site collection
    Second level recycle bin Also known as Site collection recycle bin, where files go when they are deleted from Site (end user) recycle bin. Site collection
    Site collection usage reports Usage report across the site collection. Nice graphs and tables summarising data. Site collection
    Audit settings Change settings for what events are audited E.g. View, Edit, Delete etc. Site collection
    Audit log reports Run reports on auditable events. Site collection
    Site collection policies for retention Create and manage retention policies available. Site collection
    Site templates gallery Gallery of sites saved as a template. Site collection
    List templates gallery Gallery of lists/libraries saved as a template. Site collection
    Workflows Which workflows are available for use Site collection
    Web Parts gallery Gallery of web parts available for use Site Collection
    Permissions Ability to control access to specific content Site Collection
    Permissions Ability to control access to specific content