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  • How to call Office365 web service in a Console application using WCF

    - by ybbest
    In my previous post, I showed you how to call the SharePoint web service using a console application. In this post, I’d like to show you how to call the same web service in the cloud, aka Office365.In office365, it uses claims authentication as opposed to windows authentication for normal in-house SharePoint Deployment. For Details of the explanation you can see Wictor’s post on this here. The key to make it work is to understand when you authenticate from Office365, you get your authentication token. You then need to pass this token to your HTTP request as cookie to make the web service call. Here is the code sample to make it work.I have modified Wictor’s by removing the client object references. static void Main(string[] args) { MsOnlineClaimsHelper claimsHelper = new MsOnlineClaimsHelper( "[email protected]", "YourPassword","https://ybbest.sharepoint.com/"); HttpRequestMessageProperty p = new HttpRequestMessageProperty(); var cookie = claimsHelper.CookieContainer; string cookieHeader = cookie.GetCookieHeader(new Uri("https://ybbest.sharepoint.com/")); p.Headers.Add("Cookie", cookieHeader); using (ListsSoapClient proxy = new ListsSoapClient()) { proxy.Endpoint.Address = new EndpointAddress("https://ybbest.sharepoint.com/_vti_bin/Lists.asmx"); using (new OperationContextScope(proxy.InnerChannel)) { OperationContext.Current.OutgoingMessageProperties[HttpRequestMessageProperty.Name] = p; XElement spLists = proxy.GetListCollection(); foreach (var el in spLists.Descendants()) { //System.Console.WriteLine(el.Name); foreach (var attrib in el.Attributes()) { if (attrib.Name.LocalName.ToLower() == "title") { System.Console.WriteLine("> " + attrib.Name + " = " + attrib.Value); } } } } System.Console.ReadKey(); } } You can download the complete code from here. Reference: Managing shared cookies in WCF How to do active authentication to Office 365 and SharePoint Online

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  • How to call Office365 web service in a Console application using WCF

    - by ybbest
    In my previous post, I showed you how to call the SharePoint web service using a console application. In this post, I’d like to show you how to call the same web service in the cloud, aka Office365.In office365, it uses claims authentication as opposed to windows authentication for normal in-house SharePoint Deployment. For Details of the explanation you can see Wictor’s post on this here. The key to make it work is to understand when you authenticate from Office365, you get your authentication token. You then need to pass this token to your HTTP request as cookie to make the web service call. Here is the code sample to make it work.I have modified Wictor’s by removing the client object references. static void Main(string[] args) { MsOnlineClaimsHelper claimsHelper = new MsOnlineClaimsHelper( "[email protected]", "YourPassword","https://ybbest.sharepoint.com/"); HttpRequestMessageProperty p = new HttpRequestMessageProperty(); var cookie = claimsHelper.CookieContainer; string cookieHeader = cookie.GetCookieHeader(new Uri("https://ybbest.sharepoint.com/")); p.Headers.Add("Cookie", cookieHeader); using (ListsSoapClient proxy = new ListsSoapClient()) { proxy.Endpoint.Address = new EndpointAddress("https://ybbest.sharepoint.com/_vti_bin/Lists.asmx"); using (new OperationContextScope(proxy.InnerChannel)) { OperationContext.Current.OutgoingMessageProperties[HttpRequestMessageProperty.Name] = p; XElement spLists = proxy.GetListCollection(); foreach (var el in spLists.Descendants()) { //System.Console.WriteLine(el.Name); foreach (var attrib in el.Attributes()) { if (attrib.Name.LocalName.ToLower() == "title") { System.Console.WriteLine("> " + attrib.Name + " = " + attrib.Value); } } } } System.Console.ReadKey(); } } You can download the complete code from here. Reference: Managing shared cookies in WCF How to do active authentication to Office 365 and SharePoint Online

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  • Developer Dashboard in SharePoint 2010

    - by jcortez
    Introducing the Developer Dashboard As a SharePoint developer (or IT Professional), how many times have you had the pleasure of figuring out why a particular page on your site is taking too long to render? I'm sure one of the techniques you have employed in troubleshooting is the process of elimination - removing individual web parts from the page hoping to identify which web part is misbehaving. One of the new features of SharePoint 2010 is the Developer Dashboard. This dashboard provides tracing and performance information that can be useful when you are trying to troubleshoot pages that are loading too slow. The Developer Dashboard is turned off by default and I'll go over 3 different ways to display it. Here is a screenshot of what the Developer Dashboard looks like when displayed at the bottom of the page:   You can see on the left side the different events that fired during the page processing pipeline and how long these events took. This is where you will see individual web parts being processed and how long it took to complete (obviously the kind of processing depends on what the web part does). On the right side you would see the different database calls issued through the SharePoint Object Model to process the page. You will notice that each of these database queries are actually a hyperlink and clicking on it displays a pop-up window that shows the actual SQL Query Text, the Call Stack that triggered the database call, and the IO statistics of that query. Enabling the Developer Dashboard Option 1: Managed Code   The Developer Dashboard is a farm-wide setting and the code above won't work if it is used within a web part hosted on any non-Central Admin site. The SPDeveloperDashboardLevel enum has three possible values: On, Off, and OnDemand. Setting it to On will always display the Developer Dashboard at the bottom of the page. Setting it Off will hide the Developer Dashboard. Setting it to OnDemand will add an icon at the top right corner of the page (see screenshot below) where a Site Collection Admin can toggle the display of the Developer Dashboard for a particular site collection. In my opinion, OnDemand is the best setting when troubleshooting a page or during development since a Site Collection Admin can turn it on or off and for a particular site only. The first cool thing about this is that the Site Collection Admin that turned it on will be the only one to see the Developer Dashboard output. Everyday users won't see the Developer Dashboard output even if it was turned on by a Site Collection Admin. If you need more flexibility on who gets to see the Developer Dashboard output, you can set the SPDeveloperDashboardSettings.RequiredPermissions to control which group of users will have the permission to see the output. Option 2: Using stsadm Using stsadm, you can run the following command to configure the Developer Dashboard: STSADM –o setproperty –pn developer-dashboard –pv OnDemand To successfully execute this command, be sure you that are running as a Farm Admin. Option 3: Using PowerShell For all scripts in SharePoint 2010, I prefer writing them as PowerShell scripts. Though the stsadm command is less verbose, the PowerShell equivalent is pretty straightforward and uses the SharePoint Object Model: You can of course parameterized the value that gets assigned to the DisplayLevel property so you can turn it On, Off or OnDemand depending on the parameter. Events and the Developer Dashboard  Now, don't assume that all the code inside your web part or page will show up in the Developer Dashboard complete with all the great troubleshooting information. Only a finite set of events are monitored by default (for a web part it will events in the base web part class). Let's say you have a click event that could take some time, for example a web service call. And you want to include troubleshooting information for this event in the Developer Dashboard. Enter SPMonitoredScope which is also a new feature in SharePoint 2010. In SharePoint 2010, everything is executed within a "Monitored Scope". And each scope has a set of "Monitors" that measures and counts calls and timings which appears in the Developer Dashboard. Below is an example on how to get your custom code to get included in the Developer Dashboard by wrapping it inside a new monitored scope: The code above would include your new scope "My long web service call" into the Developer Dashboard and would log the time it took to complete processing. In my opinion, wrapping your custom code in a SPMonitoredScope is a SharePoint development best practice since it provides you visibility and a better understanding on the performance of your components.

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  • SharePoint Q&A With the MVP Gang

    - by Bil Simser
    Interested in getting some first hand knowledge about SharePoint and all of it’s quirks, oddities, and secrets? We’re hosting not one, but *two* SharePoint Q&A sessions with the MVP crowd. Here’s the official blurb: Do you have tough technical questions regarding SharePoint for which you're seeking answers? Do you want to tap into the deep knowledge of the talented Microsoft Most Valuable Professionals? The SharePoint MVPs are the same people you see in the technical community as authors, speakers, user group leaders and answerers in the MSDN forums. By popular demand, we have brought these experts together as a collective group to answer your questions live. So please join us and bring on the questions! This chat will cover WSS, MOSS and the SharePoint 2010. Topics include setup and administration, design, development and general questions. Here’s a rundown of the expected guests for the chats: Agnes Molnar, Andrew Connell, Asif Rehmani, Becky Bertram, Me, Bryan Phillips, Chris O'Brien, Clayton Cobb, Dan Attis, Darrin Bishop, David Mann, Gary Lapointe, John Ross, Mike Oryzak, Muhanad Omar, Paul Stork, Randy Drisgill, Rob Bogue, Rob Foster, Shane Young, Spence Harbar. Apologies for not linking to everyone’s blogs, I’m just not that ambitious tonight. Please note that not everyone listed here is guaranteed to make it to either chat and there may be additions/changes at the last minute so the names may change to protect the innocent. The chat sessions will be held April 27th, 2010 at 4PM (PST) and April 28th at 9AM (PST). You can find out more details about the chats here or click here to add the April 27th event to your calendar, or click here to add the April 28th event (assuming your calendar software supports ICS files). See you there!

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  • SharePoint 2010 Leiria

    - by Ricardo Peres
    Ontem ocorreu o primeiro evento SharePoint 2010 Leiria, organizado pelo David Frazão, que me convidou, e no qual tive a honra de participar. Estavam presentes cerca de 12 pessoas, com experiências muito variadas de utilização do SharePoint. Foi muito interessante, sobretudo, se se vier a repetir! Fiz uma breve apresentação sobre os Business Connectivity Services do SharePoint 2010. Podem fazer download dos slides e do código fonte no meu SkyDrive.

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  • Syncing sharepoint 2010 with outlook

    - by uruit
    Technorati Tags: Sharepoint 2010,Outlook SharePoint offers the possibility to connect to content in a Document Library directly from Outlook, edit the documents offline and then sync when connection is restored. This is very useful if we are working at home and we want to access a shared document (ex. VPN connection settings) or continue working directly on a file. Steps to configure the connection: 1. Browse online to SharePoint Document library you want to connect and click on "Connect to Outlook": (click to enlarge) 2. Click Allow to confirm: 3. In Outlook you will see the documents as outlook email items with the ability to preview them. When a document is updated, Outlook will notify you that you have items unread. If you want to edit a file, the corresponding office tool (Word, Excel, PowerPoint) will ask if you want to update the server after saving a change, it is really straightforward. (click to enlarge) 4. Finally, I recommend to add the IP address of your SharePoint server in the secure sites in order to prevent Outlook to ask for your windows credentials every time you open Outlook: (click to enlarge) Outlook is a great tool, letting you work in a really integrated way, don't miss this amazing feature. This feature is also available in SharePoint Online :)   Post by: Marcelo Martinez UruIT (www.uruit.com/sharepoint_outsourcing.html) Leaders in Nearshore Outsourcing from South America

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  • Executing a workflow from another workflow ?

    - by Mina Samy
    Hi all I have a console sequential workflow that at a certain step I use the InvokeWorkflow activity to invoke another workflow and then check a certain value that is set by the second workflow, and continue the execution of the first workflow normally the problem is when InvokeWorkflow activity is executed the program executes the second workflow and exits, the execution is not returned back to the first workflow. is there a way to call the second workflow from the first and wait till it ends and then continue the execution of the first. thanks

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  • Building The Right SharePoint Team For Your Organization

    - by Mark Rackley
    I see the question posted fairly often asking what kind SharePoint team an organization should have. How many people do I need? What roles do I need to fill? What is best for my organization? Well, just like every other answer in SharePoint, the correct answer is “it depends”. Do you ever get sick of hearing that??? I know I do… So, let me give you my thoughts and opinions based upon my experience and what I’ve seen and let you come to your own conclusions. What are the possible SharePoint roles? I guess the first thing you need to understand are the different roles that exist in SharePoint (and their are LOTS). Remember, SharePoint is a massive beast and you will NOT find one person who can do it all. If you are hoping to find that person you will be sorely disappointed. For the most part this is true in SharePoint 2007 and 2010. However, generally things are improved in 2010 and easier for junior individuals to grasp. SharePoint Administrator The absolutely positively only role that you should not be without no matter the size of your organization or SharePoint deployment is a SharePoint administrator. These guys are essential to keeping things running and figuring out what’s wrong when things aren’t running well. These unsung heroes do more before 10 am than I do all day. The bad thing is, when these guys are awesome, you don’t even know they exist because everything is running so smoothly. You should definitely invest some time and money here to make sure you have some competent if not rockstar help. You need an admin who truly loves SharePoint and will go that extra mile when necessary. Let me give you a real world example of what I’m talking about: We have a rockstar admin… and I’m sure she’s sick of my throwing her name around so she’ll just have to live with remaining anonymous in this post… sorry Lori… Anyway! A couple of weeks ago our Server teams came to us and said Hi Lori, I’m finalizing the MOSS servers and doing updates that require a restart; can I restart them? Seems like a harmless request from your server team does it not? Sure, go ahead and apply the patches and reboot during our scheduled maintenance window. No problem? right? Sounded fair to me… but no…. not to our fearless SharePoint admin… I need a complete list of patches that will be applied. There is an update that is out there that will break SharePoint… KB973917 is the patch that has been shown to cause issues. What? You mean Microsoft released a patch that would actually adversely affect SharePoint? If we did NOT have a rockstar admin, our server team would have applied these patches and then when some problem occurred in SharePoint we’d have to go through the fun task of tracking down exactly what caused the issue and resolve it. How much time would that have taken? If you have a junior SharePoint admin or an admin who’s not out there staying on top of what’s going on you could have spent days tracking down something so simple as applying a patch you should not have applied. I will even go as far to say the only SharePoint rockstar you NEED in your organization is a SharePoint admin. You can always outsource really complicated development projects or bring in a rockstar contractor every now and then to make sure you aren’t way off track in other areas. For your day-to-day sanity and to keep SharePoint running smoothly, you need an awesome Admin. Some rockstars in this category are: Ben Curry, Mike Watson, Joel Oleson, Todd Klindt, Shane Young, John Ferringer, Sean McDonough, and of course Lori Gowin. SharePoint Developer Another essential role for your SharePoint deployment is a SharePoint developer. Things do start to get a little hazy here and there are many flavors of “developers”. Are you writing custom code? using SharePoint Designer? What about SharePoint Branding?  Are all of these considered developers? I would say yes. Are they interchangeable? I’d say no. Development in SharePoint is such a large beast in itself. I would say that it’s not so large that you can’t know it all well, but it is so large that there are many people who specialize in one particular category. If you are lucky enough to have someone on staff who knows it all well, you better make sure they are well taken care of because those guys are ready-made to move over to a consulting role and charge you 3 times what you are probably paying them. :) Some of the all-around rockstars are Eric Shupps, Andrew Connell (go Razorbacks), Rob Foster, Paul Schaeflein, and Todd Bleeker SharePoint Power User/No-Code Solutions Developer These SharePoint Swiss Army Knives are essential for quick wins in your organization. These people can twist the out-of-the-box functionality to make it do things you would not even imagine. Give these guys SharePoint Designer, jQuery, InfoPath, and a little time and they will create views, dashboards, and KPI’s that will blow your mind away and give your execs the “wow” they are looking for. Not only can they deliver that wow factor, but they can mashup, merge, and really help make your SharePoint application usable and deliver an overall better user experience. Before you hand off a project to your SharePoint Custom Code developer, let one of these rockstars look at it and show you what they can do (in probably less time). I would say the second most important role you can fill in your organization is one of these guys. Rockstars in this category are Christina Wheeler, Laura Rogers, Jennifer Mason, and Mark Miller SharePoint Developer – Custom Code If you want to really integrate SharePoint into your legacy systems, or really twist it and make it bend to your will, you are going to have to open up Visual Studio and write some custom code.  Remember, SharePoint is essentially just a big, huge, ginormous .NET application, so you CAN write code to make it do ANYTHING, but do you really want to spend the time and effort to do so? At some point with every other form of SharePoint development you are going to run into SOME limitation (SPD Workflows is the big one that comes to mind). If you truly want to knock down all the walls then custom development is the way to go. PLEASE keep in mind when you are looking for a custom code developer that a .NET developer does NOT equal a SharePoint developer. Just SOME of the things these guys write are: Custom Workflows Custom Web Parts Web Service functionality Import data from legacy systems Export data to legacy systems Custom Actions Event Receivers Service Applications (2010) These guys are also the ones generally responsible for packaging everything up into solution packages (you are doing that, right?). Rockstars in this category are Phil Wicklund, Christina Wheeler, Geoff Varosky, and Brian Jackett. SharePoint Branding “But it LOOKS like SharePoint!” Somebody call the WAAAAAAAAAAAAHMbulance…   Themes, Master Pages, Page Layouts, Zones, and over 2000 styles in CSS.. these guys not only have to be comfortable with all of SharePoint’s quirks and pain points when branding, but they have to know it TWICE for publishing and non-publishing sites.  Not only that, but these guys really need to have an eye for graphic design and be able to translate the ramblings of business into something visually stunning. They also have to be comfortable with XSLT, XML, and be able to hand off what they do to your custom developers for them to package as solutions (which you are doing, right?). These rockstars include Heater Waterman, Cathy Dew, and Marcy Kellar SharePoint Architect SharePoint Architects are generally SharePoint Admins or Developers who have moved into more of a BA role? Is that fair to say? These guys really have a grasp and understanding for what SharePoint IS and what it can do. These guys help you structure your farms to meet your needs and help you design your applications the correct way. It’s always a good idea to bring in a rockstar SharePoint Architect to do a sanity check and make sure you aren’t doing anything stupid.  Most organizations probably do not have a rockstar architect on staff. These guys are generally brought in at the deployment of a farm, upgrade of a farm, or for large development projects. I personally also find architects very useful for sitting down with the business to translate their needs into what SharePoint can do. A good architect will be able to pick out what can be done out-of-the-box and what has to be custom built and hand those requirements to the development Staff. Architects can generally fill in as an admin or a developer when needed. Some rockstar architects are Rick Taylor, Dan Usher, Bill English, Spence Harbar, Neil Hodgkins, Eric Harlan, and Bjørn Furuknap. Other Roles / Specialties On top of all these other roles you also get these people who specialize in things like Reporting, BDC (BCS in 2010), Search, Performance, Security, Project Management, etc... etc... etc... Again, most organizations will not have one of these gurus on staff, they’ll just pay out the nose for them when they need them. :) SharePoint End User Everyone else in your organization that touches SharePoint falls into this category. What they actually DO in SharePoint is determined by your governance and what permissions you give these guys. Hopefully you have these guys on a fairly short leash and are NOT giving them access to tools like SharePoint Designer. Sadly end users are the ones who truly make your deployment a success by using it, but are also your biggest enemy in breaking it.  :)  We love you guys… really!!! Okay, all that’s fine and dandy, but what should MY SharePoint team look like? It depends! Okay… Are you just doing out of the box team sites with no custom development? Then you are probably fine with a great Admin team and a great No-Code Solution Development team. How many people do you need? Depends on how busy you can keep them. Sorry, can’t answer the question about numbers without knowing your specific needs. I can just tell you who you MIGHT need and what they will do for you. I’ll leave you with what my ideal SharePoint Team would look like for a particular scenario: Farm / Organization Structure Dev, QA, and 2 Production Farms. 5000 – 10000 Users Custom Development and Integration with legacy systems Team Sites, My Sites, Intranet, Document libraries and overall company collaboration Team Rockstar SharePoint Administrator 2-3 junior SharePoint Administrators SharePoint Architect / Lead Developer 2 Power User / No-Code Solution Developers 2-3 Custom Code developers Branding expert With a team of that size and skill set, they should be able to keep a substantial SharePoint deployment running smoothly and meet your business needs. This does NOT mean that you would not need to bring in contract help from time to time when you need an uber specialist in one area. Also, this team assumes there will be ongoing development for the life of your SharePoint farm. If you are just going to be doing sporadic custom development, it might make sense to partner with an awesome firm that specializes in that sort of work (I can give you the name of a couple if you are interested).  Again though, the size of your team depends on the number of requests you are receiving and how much active deployment you are doing. So, don’t bring in a team that looks like this and then yell at me because they are sitting around with nothing to do or are so overwhelmed that nothing is getting done. I do URGE you to take the proper time to asses your needs and determine what team is BEST for your organization. Also, PLEASE PLEASE PLEASE do not skimp on the talent. When it comes to SharePoint you really do get what you pay for when it comes to employees, contractors, and software.  SharePoint can become absolutely critical to your business and because you skimped on hiring a developer he created a web part that brings down the farm because he doesn’t know what he’s doing, or you hire an admin who thinks it’s fine to stick everything in the same Content Database and then can’t figure out why people are complaining. SharePoint can be an enormous blessing to an organization or it’s biggest curse. Spend the time and money to do it right, or be prepared to spending even more time and money later to fix it.

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  • SharePoint Designer Workflow: Unruly 'Collect User Data' Action

    - by Jeremy
    I'm a student in a SharePoint class online. This problem has riddled everyone I've discussed it with, including the teacher. There seems to be some sort of problem when I create a workflow with the collect data action. I can create workflows that send e-mails and use the other actions just fine. What could be causing this problem? My reproduction steps are simple: Create a new Site Collection with the Blank Site template. Create a new Custom List. In SharePoint Designer, start a new workflow on the Custom List. Add the collect data action to the workflow. Set the user to the one that created the task. Set the data to anything. A single check box, a string, Choice, doesn't matter. Leave the output variable as default. Mystery error appears! When the Check Workflow button is pressed, nothing happens. No message box appears at all. The warning icon in the Steps panel merely points out that there are some errors, it isn't specific as to what they are. Additionally, when I click on the data object again after it's been created, it doesn't populate the form with the old values. It goes back to the default name with no fields. So there's definitely something going wrong here. I've narrowed the problem down to the data object, but I don't know what to do about it. The workflow acts like normal for other activities. For example, delete the Collect Data action and add a Send Email one instead and it compiles and runs successfully.

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  • Setting up SharePoint without Active Directory

    - by eJugnoo
    In order to setup SharePoint without AD, you need to run following PowerShell command on Management Shell after installing SharePoint on your server, but before running Config Wizard: (we don’t want to run this SP farm in stand-alone mode!) 1. New-SPConfigurationDatabase SYNOPSIS     Creates a new configuration database. SYNTAX     New-SPConfigurationDatabase [-DatabaseName] <String> [-DatabaseServer] <String> [[-DirectoryDomain] <String>] [[-DirectoryOrganizationUnit] <String>]     [[-AdministrationContentDatabaseName] <String>] [[-DatabaseCredentials] <PSCredential>] [-FarmCredentials] <PSCredential> [-Passphrase] <SecureString>      [-AssignmentCollection <SPAssignmentCollection>] [<CommonParameters>] DESCRIPTION     The New-SPConfigurationDatabase cmdlet creates a new configuration database on the specified database server. This is the central database for a new SharePoint farm.     For permissions and the most current information about Windows PowerShell for SharePoint Products, see the online documentation (http://go.microsoft.com/fwlink/?LinkId=163185). RELATED LINKS     Backup-SPConfigurationDatabase     Disconnect-SPConfigurationDatabase     Connect-SPConfigurationDatabase     Remove-SPConfigurationDatabase REMARKS     To see the examples, type: "get-help New-SPConfigurationDatabase -examples".     For more information, type: "get-help New-SPConfigurationDatabase -detailed".     For technical information, type: "get-help New-SPConfigurationDatabase -full". NOTE: Use –AdministrationContentDatabaseName switch to pass the name of Admin database you want instead of GUID-based name it automatically creates. Hence, one can pretty much easily control Admin, Config, and Content database names at the time of farm creation. If creating new farm, you can also delete and re-provision any service databases automatically created, from UI, to decide what database names you want. 2. Run SharePoint Configuration Wizard, and you’ll following as already added to farm. Select do not discconect from farm, and proceed… Select the port, and authentication (NTLM in my case). Click next, and wizard will complete the remaining steps of provisioning, including creation of Central Admin Web App on the desired port. Once successful, it will open the Central Admin site and ask you to run Farm Config Wizard. I chose to skip and do things manually, to remain in control of what is happening on the farm. Like creating web-app for site collections, creating the very first site collection, and any other service applications. I needed this to create a public-facing installation of SharePoint Foundation RTM on a server which didn’t have AD. Now I am going to setup FBA, and possibly Live ID Auth as well. I will be also setting up RBS, and multi-tenancy on this farm ,and would post any notes, and findings here… --Sharad

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  • SharePoint Upgade Question

    - by Seth Spearman
    My company will be upgrading our SharePoint 2007 site to SP2010 and I know how to do it. But there is one step in the migration step that I don't. The pre-upgrade checker will give you a list of components/solutions that are referenced in the contentDBs but is not installed on the upgraded sharepoint farm. What do you do if the component is not available for 2010? (I believe the only option is uninstall the component before migration). Even if an upgrade is available for upgraded components won't it have a different GUID and therefore not solve the migration error messages? In other words, isn't it true that "install missing components" advice for 07 components only work if the 07 components works in 2010 (which I think is very few components.). Thanks. Seth

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  • DualLayout for SharePoint 2010 WCM Quick Start

    - by svdoever
    DualLayout for SharePoint 2010 WCM is a solution to provide you with complete HTML freedom in your SharePoint Server 2010 publishing pages. In this post I provide a quick start guide to get you up and running quickly so you can try it out for yourself. This quick start creates a simple HTML5 site with a page to show-case the basics and the power of DualLayout. We will create the site in its own web application. Normally there are many things you have to do to create a clean start point for your SharePoint 2010 WCM site. All those steps will be provided in later posts. For now we want to give you the minimal set of steps to take to get DualLayout working on your machine. Create an authenticated web application with hostheader cms.html5demo.local on port 80 for the cms side of the site. Click the Create Site Collection link on the Application Created dialog box and create a Site Collection based on the Publishing Portal site template. Before we can click the site link in the Top-Level Site Successfully Created dialog we need to add the new host header cms.html5demo.local to the hosts file. Add the following line to the hosts file: 127.0.0.1        cms.html5demo.local Navigate to the site at http://cms.html5demo.local to see the out-of-the-box example Adventure Works publishing site. Download and add the DualLayout solution package designfactory.duallayout.sps2010.trial.1.2.0.0.wsp to the farm’s solution store: On the Start menu, click All Programs. Click Microsoft SharePoint 2010 Products. Click SharePoint 2010 Management Shell. At the Windows PowerShell command prompt, type the following command:Add-SPSolution -LiteralPath designfactory.duallayout.sps2010.trial.1.2.0.0.wsp In SharePoint 2010 Central Administration deploy the solution to the web application http://cms.html5demo.local. Navigate to the site at http://cms.html5demo.local, and in the Site Settings screen select Site Collection Administration > Site collection features and activate the following feature: Open the site http://cms.html5demo.local in SharePoint Designer 2010. Create a view-mode masterpage html5simple.master with the following code: html5simple.master <%@ Master language="C#" %> <%@ Register Tagprefix="SharePointWebControls" Namespace="Microsoft.SharePoint.WebControls" Assembly="Microsoft.SharePoint, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %> <%@ Register TagPrefix="sdl" Namespace="DesignFactory.DualLayout" Assembly="DesignFactory.DualLayout, Version=1.2.0.0, Culture=neutral, PublicKeyToken=077f92bbf864a536" %>   <!DOCTYPE html> <html class="no-js">       <head>         <meta charset="utf-8" />         <meta http-equiv="X-UA-Compatible" content="IE=Edge" />         <title><SharePointWebControls:FieldValue FieldName="Title" runat="server"/></title>           <script type="text/javascript">             document.createElement('header');             document.createElement('nav');             document.createElement('article');             document.createElement('hgroup');             document.createElement('aside');             document.createElement('section');             document.createElement('footer');             document.createElement('figure');             document.createElement('time');         </script>           <asp:ContentPlaceHolder id="PlaceHolderAdditionalPageHead" runat="server"/>     </head>          <body>                  <header>             <div class="logo">Logo</div>             <h1>SiteTitle</h1>             <nav>                 <a href="#">SiteMenu 1</a>                 <a href="#">SiteMenu 2</a>                 <a href="#">SiteMenu 3</a>                 <a href="#">SiteMenu 4</a>                 <a href="#">SiteMenu 5</a>                 <sdl:SwitchToWcmModeLinkButton runat="server" Text="…"/>             </nav>             <div class="tagline">Tagline</div>             <form>                 <label>Zoek</label>                 <input type="text" placeholder="Voer een zoekterm in...">                 <button>Zoek</button>                             </form>           </header>                  <div class="content">             <div class="pageContent">                 <asp:ContentPlaceHolder id="PlaceHolderMain" runat="server" />             </div>         </div>              <footer>             <nav>                 <ul>                     <li><a href="#">FooterMenu 1</a></li>                     <li><a href="#">FooterMenu 2</a></li>                     <li><a href="#">FooterMenu 3</a></li>                     <li><a href="#">FooterMenu 4</a></li>                     <li><a href="#">FooterMenu 5</a></li>                 </ul>             </nav>             <small>Copyright &copy; 2011 Macaw</small>         </footer>     </body> </html> Note that if no specific WCM-mode master page is specified (html5simple-wcm.master), the default v4.master master page will be used in WCM-mode. Create a WCM-mode page layout html5simplePage-wcm.aspx with the following code: html5simplePage-wcm.aspx <%@ Page language="C#"     Inherits="DesignFactory.DualLayout.WcmModeLayoutPage, DesignFactory.DualLayout, Version=1.2.0.0, Culture=neutral, PublicKeyToken=077f92bbf864a536" %> <%@ Register Tagprefix="SharePointWebControls"              Namespace="Microsoft.SharePoint.WebControls"              Assembly="Microsoft.SharePoint, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %> <%@ Register Tagprefix="WebPartPages"              Namespace="Microsoft.SharePoint.WebPartPages"              Assembly="Microsoft.SharePoint, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %> <%@ Register Tagprefix="PublishingWebControls"              Namespace="Microsoft.SharePoint.Publishing.WebControls"              Assembly="Microsoft.SharePoint.Publishing, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %> <%@ Register Tagprefix="PublishingNavigation" Namespace="Microsoft.SharePoint.Publishing.Navigation"              Assembly="Microsoft.SharePoint.Publishing, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %> <asp:Content ContentPlaceholderID="PlaceHolderPageTitle" runat="server">     <SharePointWebControls:FieldValue id="PageTitle" FieldName="Title" runat="server"/> </asp:Content> <asp:Content ContentPlaceholderID="PlaceHolderMain" runat="server"> </asp:Content> Notice the Inherits at line two. Instead of inheriting from Microsoft.SharePoint.Publishing.PublishingLayoutPage we need to inherit from DesignFactory.DualLayout.WcmModeLayoutPage. Create a view-mode page layout html5simplePage.aspx with the following code: html5simplePage.aspx html5simplePage.aspx <%@ Page language="C#"          Inherits="DesignFactory.DualLayout.ViewModeLayoutPage, DesignFactory.DualLayout,                     Version=1.2.0.0, Culture=neutral, PublicKeyToken=077f92bbf864a536" %> <%@ Register Tagprefix="SharePointWebControls"              Namespace="Microsoft.SharePoint.WebControls"              Assembly="Microsoft.SharePoint, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %> <%@ Register Tagprefix="WebPartPages"              Namespace="Microsoft.SharePoint.WebPartPages"              Assembly="Microsoft.SharePoint, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %> <%@ Register Tagprefix="PublishingWebControls"              Namespace="Microsoft.SharePoint.Publishing.WebControls"              Assembly="Microsoft.SharePoint.Publishing, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %> <%@ Register Tagprefix="PublishingNavigation" Namespace="Microsoft.SharePoint.Publishing.Navigation"              Assembly="Microsoft.SharePoint.Publishing, Version=14.0.0.0, Culture=neutral, PublicKeyToken=71e9bce111e9429c" %> <asp:Content ContentPlaceholderID="PlaceHolderAdditionalPageHead" runat="server" /> <asp:Content ContentPlaceholderID="PlaceHolderMain" runat="server">     The title of the page is: <SharePointWebControls:FieldValue id="PageTitleInContent" FieldName="Title" runat="server"/> </asp:Content> Notice the Inherits at line two. Instead of inheriting from Microsoft.SharePoint.Publishing.PublishingLayoutPage we need to inherit from DesignFactory.DualLayout.ViewModeLayoutPage. Set the html5simple.master master page as the Site Master Page Set the allowed page layouts to the Html5 Simple Page page layout and set the New Page Default Settings also to Html5 Simple Page so new created pages are also of this page layout. Note that the Html5 Simple Page page layout is initially not selectable for New Page Default Settings. Save this configuration page first after selecting the allowed page layouts, then open again and select the default new page. Under Site Actions select the New Page action. Create a page Home.aspx of the default page layout type Html5 Simple Page. Set the new created Home.aspx page as Welcome Page. Navigate to the site http://csm.html5demo.local and see the home page in the WCM display and edit mode. Select Switch to View Mode under Site Actions to see the resulting page in view-mode. Select the three dots (…) at the right side of the menu to switch back to WCM-mode. Have a look at the source view of the resulting web page and admire the clean HTML. No SharePoint specific markup or CSS files! Clean HTML in page <!DOCTYPE html> <html class="no-js">     <head>         <meta charset="utf-8" />         <meta http-equiv="X-UA-Compatible" content="IE=Edge" />         <title>Home</title>         <script type="text/javascript">             document.createElement('header');             document.createElement('nav');             document.createElement('article');             document.createElement('hgroup');             document.createElement('aside');             document.createElement('section');             document.createElement('footer');             document.createElement('figure');             document.createElement('time');         </script>              </head>          <body>                  <header>             <div class="logo">Logo</div>             <h1>SiteTitle</h1>             <nav>                 <a href="#">SiteMenu 1</a>                 <a href="#">SiteMenu 2</a>                 <a href="#">SiteMenu 3</a>                 <a href="#">SiteMenu 4</a>                 <a href="#">SiteMenu 5</a>                 <a href="/Pages/Home.aspx?DualLayout_ShowInWcmMode=true">…</a>             </nav>             <div class="tagline">Tagline</div>             <form>                 <label>Zoek</label>                 <input type="text" placeholder="Voer een zoekterm in...">                 <button>Zoek</button>                             </form>         </header>                  <div class="content">             <div class="pageContent">                      The title of the page is: Home             </div>         </div>              <footer>             <nav>                 <ul>                     <li><a href="#">FooterMenu 1</a></li>                     <li><a href="#">FooterMenu 2</a></li>                     <li><a href="#">FooterMenu 3</a></li>                     <li><a href="#">FooterMenu 4</a></li>                     <li><a href="#">FooterMenu 5</a></li>                 </ul>             </nav>             <small>Copyright &copy; 2011 Macaw</small>         </footer>     </body> </html> <!-- Macaw DesignFactory DualLayout for SharePoint 2010 Trial version --> Note the link at line 37, this link will only be rendered for authenticated users and is our way to switch back to WCM-mode. This concludes our quick start to get DualLayout up an running in a matter of minutes. And what is the result: You can have the full SharePoint 2010 WCM publishing page editing experience to manage the content in your pages. You don’t have to delve into large SharePoint specific master pages and page layouts with a lot of knowledge of the does and don'ts with respect to SharePoint controls, scripts and stylesheets. The end-user gets a clean and light HTML page. Get your fully functional, non-timebombed trial copy of DualLayout and start creating!

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  • SharePoint 2010 – Central Admin tooling to create host header site collections

    - by eJugnoo
    Just like SharePoint 2007, you can create host-header based site collections in SharePoint 2010 as well. It means, that you do not necessarily need to create a site-collection under a managed path like /sites/, you can create multiple root-level site collections on same web-application/port by using host-header site collections. All you need to do is point your domain or sub-domain to your web-application and create a matching site-collection that you want. But, just like in 2007, it is something that you do by using STSADM, and is not available on Central Admin UI in 2010 as well. Yeah, though you can now also use PowerShell to create one: C:\PS>$w = Get-SPWebApplication http://sitename   C:\PS>New-SPSite http://www.contoso.com -OwnerAlias "DOMAIN\jdoe" -HostHeaderWebApplication $w -Title "Contoso" -Template "STS#0"   This example creates a host header site collection. Because the template is provided, the root Web of this site collection will be created. .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } I’ve been playing with WCM in SharePoint 2010 more and more, and for that I preferred creating hosts file entries for desired domains and create site-collections by those headers – in my dev environment. I used PowerShell initially, but then got interested to build my own UI on Central Admin instead. Developed with Visual Studio 2010 So I used new Visual Studio 2010 tooling to create an empty SharePoint 2010 project. Added an application page (there is no option to add _Admin page item in VS 2010 RC), that got created in Layouts “mapped” folder. Created a new Admin mapped folder for 14-“hive”, and moved my new page there instead. Yes, I didn’t change the base class for page, its just that it runs under _admin, but it is indeed a LayoutsPageBase inherited page. To introduce a action-link in Central Admin console, I created following element: 1: <Elements xmlns="http://schemas.microsoft.com/sharepoint/"> 2: <CustomAction 3: Id="CreateSiteByHeader" 4: Location="Microsoft.SharePoint.Administration.Applications" 5: Title="Create site collections by host header" 6: GroupId="SiteCollections" 7: Sequence="15" 8: RequiredAdmin="Delegated" 9: Description="Create a new top-level web site, by host header" > 10: <UrlAction Url="/_admin/OfficeToolbox/CreateSiteByHeader.aspx" /> 11: </CustomAction> 12: </Elements> .csharpcode, .csharpcode pre { font-size: small; color: black; font-family: consolas, "Courier New", courier, monospace; background-color: #ffffff; /*white-space: pre;*/ } .csharpcode pre { margin: 0em; } .csharpcode .rem { color: #008000; } .csharpcode .kwrd { color: #0000ff; } .csharpcode .str { color: #006080; } .csharpcode .op { color: #0000c0; } .csharpcode .preproc { color: #cc6633; } .csharpcode .asp { background-color: #ffff00; } .csharpcode .html { color: #800000; } .csharpcode .attr { color: #ff0000; } .csharpcode .alt { background-color: #f4f4f4; width: 100%; margin: 0em; } .csharpcode .lnum { color: #606060; } Used Reflector to understand any special code behind createpage.aspx, and created a new for our purpose – CreateSiteByHeader.aspx. From there I quickly created a similar code behind, without all the fancy of Farm Config Wizard handling and dealt with alternate implementations of sealed classes! Goal was to create a professional looking and OOB-type experience. I also added Regex validation to ensure user types a valid domain name as header value. Below is the result…   Release @ Codeplex I’ve released to WSP on OfficeToolbox @ Codeplex, and you can download from here. Hope you find it useful… -- Sharad

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  • How to implement reject in parallel approval workflow?

    - by Dmitry Martynov
    I develop a SharePoint workflow with a Replicator activity to replicate a custom activity for every approver. The custom activity implements an approval branch for a particular user. It has classic form with CreateTask, While, OnTaskChanged and CompleteTask activities. I setup UntilCondition on the replicator to cancel execution after one approver chooses to reject the approval and then workflow finishes. The problem happens with other uncompleted tasks which "hang" in their current state. User does not see this state when open the task. I put UpdateAllTasks after the replacator to set the task status to Cancelled. But since there is no event activities between CompleteTask (for the rejected task) and UpdateAllTasks, the UpdateAllTask activity set Cancelled for the rejected task also. The question, what can I do to flush the pending change made by CompleteTask before UpdateAllTasks? Or perhaps, there is another way to implement such workflow. I was thinking about the way to implement Cancel handler for the custom activity with UpdateTask. But I do not know how to implement it and tell to the cancel handler that it executes in the case of the rejection.

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  • Toronto SharePoint Camp 2011 - Thank-you!

    - by erobillard
    The 5th Annual Toronto SharePoint Camp was last Saturday and it was another terrific success. Thanks to the TSPUG executive committee and the small army of volunteers who made it happen, and to the smiling faces of this year's 200+ attendees for making it all worthwhile. BIG Congratulations to the recipient of our first ever Toronto SharePoint Community Champion Award : Brian Lalancette . Brian was nominated by members of TSPUG and selected from all nominees by the TSPUG Executive for his tireless...(read more)

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  • Fixing SharePoint 2010 Permission Problems on Windows 7

    - by Ricardo Peres
    I had a tough time trying to have SharePoint working perfectly on a Windows 7 development machine that was occasionally disconnected from the Active Directory (when I am home I must connect through a VPN). I mostly had problems with service applications such as User Profile, Managed Metadata, Business Connectivity Services and the like, and all I knew were cryptical messages such as “access denied” or “the service or application pool is not started”. I was sure that both the services and application pools were running under a domain account that had proper permissions on the SQL Server instance, and basically it was a fresh installation. Lots of people are having the same problem, apparently. After banging my head against the wall for several days, I remembered about farm (what I had) versus stand-alone (which I had never tried) installations. Bingo! Here’s what I did: I dropped all SharePoint databases and logins and reinstalled SP from scratch, only this time not in farm mode, but as stand-alone. After the SharePoint Configuration Wizard started, I cancelled it and started the Management Shell. I created the configuration database manually by using the New-SPConfigurationDatabase cmdlet where I specified a local account – something that the Configuration Wizard wouldn’t allow me to do. Then I restarted the Configuration Wizard and everything began working perfectly! Yes, I got some pre-configured service applications and also some content which I didn’t need, but I realized it was possible to drop and recreate everything the way I wanted to. All services and application pools are now running under local accounts, which is fine for my development needs. Really, Microsoft… I hope this will bring light to someone facing the same problems!

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  • Changing farm account in Sharepoint 2010

    - by user55709
    After changing the the farm account to a domain user account I get the following error when trying to access the Central Administration page: "Cannot connect to configuration database" After I realized the headache may not be worth it, I decided to a reinstall using the following SP user account guidelines: http://technet.microsoft.com/en-us/library/ee662513.aspx After getting everything up, I am getting an error when using the designated farm account under the Central Admin Website Manage Service Accounts: "Access denied" If it is the farm administrator, why would I not be able to manage service accounts? I am able to access the other part of the admin site. Also, when logging in with the farm account it lists me as a "system account" not the domain account which I used for log in. Am I missing something or is this normal behavior? Am I not suppose to login with the farm account? When I log in with the Setup account (also a domain account) I can access everything with no errors on the site. The only difference between the two accounts is one has local admin privileges on the Sharepoint farm server which is the setup account. if you notice those privileges are not necessary for the farm account according to the article cited.

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  • Expose NativeActivity Variables to Workflow Designer

    - by sixlettervariables
    I've got a NativeActivity which contains an Activity body. The purpose of this activity is to expose a resource for the duration of the child activity as a Variable. The problem I've encountered is it appears the Variable cannot be used outside the activity. I'll use StreamReader as an example resource. ResourceActivity.cs: [Designer(typeof(ResourceActivityDesigner))] public sealed class ResourceActivity : NativeActivity { [RequiredArgument] public InArgument<string> Path { get; set; } [Browsable(false), EditorBrowsable(EditorBrowsableState.Never)] public Activity Body { get; set; } [Browsable(false), EditorBrowsable(EditorBrowsableState.Never)] public Variable<StreamReader> Resource { get; set; } public ResourceActivity() { this.Resource = new Variable<StreamReader> { Default = null, Name = "reader" }; } protected override void CacheMetadata(NativeActivityMetadata metadata) { if (this.Path != null) metadata.AddArgument(this.Path); if (this.Body != null) metadata.AddChild(this.Body); if (this.Resource != null) metadata.AddVariable(this.Resource); } protected override void Execute(NativeActivityContext context) { this.Resource.Set(context, new StreamReader(this.Path.Get(context))); context.ScheduleActivity(this.Body, new completionCallback(Done), new FaultCallback(Faulted)); } private void Done(NativeActivityContext context, ActivityInstance instance) { var reader = this.Reader.Get(context); if (reader != null) reader.Dispose(); } private void Faulted(NativeActivityFaultContext context, Exception ex, ActivityInstance instance) { var reader = this.Reader.Get(context); if (reader != null) reader.Dispose(); } } I cannot view "Resource" or "reader" in the Variables list in the Workflow Designer. Am I missing something in CacheMetadata?

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  • How to (pre)start xamlx workflow service

    - by rwwilden
    Related to this question. I have a xamlx workflow service that loads part of its definition from a database when it runs (using ActivityXamlServices.Load). Reason for this is that I need versioning, see the related question. I'll use WCF routing to direct calls to the right service. The part that I load dynamically contains a Receive activity. However, this activity is 'invisible' as long as the workflow doesn't start because the part of the workflow I load from the database is only loaded when the workflow starts. So from the outside it appears as if there is no Receive activity in the workflow. Apart from not being able to generate a contract for the workflow service, I can't call the service either. My first attempt was to do a soap call with the right contract on the workflow service. However, the runtime doesn't automagically activate my workflow in that case. So the question is, how do I start a workflow that is hosted inside IIS? Regards, Ronald

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  • A Quick Primer on SharePoint Customization

    - by PeterBrunone
    Normal 0 false false false EN-US X-NONE X-NONE MicrosoftInternetExplorer4 /* Style Definitions */ table.MsoNormalTable {mso-style-name:"Table Normal"; mso-tstyle-rowband-size:0; mso-tstyle-colband-size:0; mso-style-noshow:yes; mso-style-priority:99; mso-style-qformat:yes; mso-style-parent:""; mso-padding-alt:0in 5.4pt 0in 5.4pt; mso-para-margin:0in; mso-para-margin-bottom:.0001pt; mso-pagination:widow-orphan; font-size:10.0pt; font-family:"Times New Roman","serif";} This one goes out to all the people who have been asked to change the way a SharePoint site looks.  Management wants to know how long it will take, and you can whip that out by tomorrow, right?  If you don't have time to prepare a treatise on what's involved, or if you just want to lend some extra weight to your case by quoting a blogger who was an MVP for seven years, then dive right in; this post is for you. There are three main components of SharePoint visual customization:   1)       Theme – A theme encompasses all the standardized text formatting and coloring (borders, fonts, etc), including the background images of various sections. All told, there could be around 50 images involved, and a few hundred CSS (style) classes.  Installing a theme once it’s been created is no great feat.  Given the number of pieces, of course, creating a new theme could take anywhere from a day to a week… once decisions have been made about the desired appearance. 2)      Master Page – A master page provides the framework for page layout.  This includes all the top and side menus, where content shows up, et cetera.  Master pages have been around for a long time in ASP.NET (Microsoft’s web development platform), and they do require some .NET programming knowledge.  Beyond that, in SharePoint, there are a few dozen controls which the system expects find on a given page.  They’re not all used at once, but if they’re not there when they’re needed, chaos ensues.  Estimating a custom master page is difficult, as it depends on the level of customization.  I’ve been on projects where I was brought in simply to fix some problems and add a few finishing touches, and it took 2-3 weeks.  Master page customization requires a large amount of testing time to make sure that the HTML, JavaScript, CSS, and control placement all work well together. 3)      Individual page layout – Each page (ideally) uses a master page for its template, but within the content areas defined by the master page, web parts can be added, removed, and configured from within the browser.  The wireframe that Brent provided could most likely be completed simply by manipulating the content on the home page in this fashion, and we had allowed about a day of effort for the task.  If needed, further functionality can be provided by an experienced ASP.NET developer; custom forms are a common example.  This of course is a bit more in-depth than simple content manipulation and could take several days per page (or more; there’s really no way to quantify this without a set of requirements).   That’s basically it.  To recap:  Fonts and coloring are done with themes, and can take anywhere from a day to a week to create (not counting creative time); required technical skills include HTML, CSS, and image manipulation.  Templated layout is done with master pages, and generally requires a developer familiar with both ASP.NET and SharePoint in particular; it can have far-reaching consequences depending on the complexity of the changes, and could add weeks or months to a project.  Page layout can be as simple as content manipulation in the web browser, taking a few hours per page, or it can involve more detail, like custom forms, and can require programming expertise and significantly more development time.

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  • How to setup AD group to work with SharePoint group security

    - by ybbest
    Issue: Recently, I am having issues with the permission setup at client side. The way we setup permission is we create AD Group and add the add AD Group to the proper SharePoint Group. If we need to grant permission to a user, we then add the user to the correct AD group. But end user reports that by adding a user to an AD group, this user does not have any access to the SharePoint site. Solution: Change the AD Group scope from Global to Universal fix the problem. From To References: AD Group Scopes from Paul Stork http://social.technet.microsoft.com/forums/en-US/sharepointadminprevious/thread/79d2af40-3daa-4f61-86e5-5bb54086147f

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  • Integrate SharePoint 2010 with Team Foundation Server 2010

    - by Martin Hinshelwood
    Our client is using a brand new shiny installation of SharePoint 2010, so we need to integrate our upgraded Team Foundation Server 2010 instance into it. In order to do that you need to run the Team Foundation Server 2010 install on the SharePoint 2010 server and choose to install only the “Extensions for SharePoint Products and Technologies”. We want out upgraded Team Project Collection to create any new portal in this SharePoint 2010 server farm. There a number of goodies above and beyond a solution file that requires the install, with the main one being the TFS2010 client API. These goodies allow proper integration with the creation and viewing of Work Items from SharePoint a new feature with TFS 2010. This works in both SharePoint 2007 and SharePoint 2010 with the level of integration dependant on the version of SharePoint that you are running. There are three levels of integration with “SharePoint Services 3.0” or “SharePoint Foundation 2010” being the lowest. This level only offers reporting services framed integration for reporting along with Work Item Integration and document management. The highest is Microsoft Office SharePoint Services (MOSS) Enterprise with Excel Services integration providing some lovely dashboards. Figure: Dashboards take the guessing out of Project Planning and estimation. Plus writing these reports would be boring!   The Extensions that you need are on the same installation media as the main TFS install and the only difference is the options you pick during the install. Figure: Installing the TFS 2010 Extensions for SharePoint Products and Technologies onto SharePoint 2010   Annoyingly you may need to reboot a couple of times, but on this server the process was MUCH smother than on our internal server. I think this was mostly to do with this being a clean install. Once it is installed you need to run the configuration. This will add all of the Solution and Templates that are needed for SharePoint to work properly with TFS. Figure: This is where all the TFS 2010 goodies are added to your SharePoint 2010 server and the TFS 2010 object model is installed.   Figure: All done, you have everything installed, but you still need to configure it Now that we have the TFS 2010 SharePoint Extensions installed on our SharePoint 2010 server we need to configure them both so that they will talk happily to each other. Configuring the SharePoint 2010 Managed path for Team Foundation Server 2010 In order for TFS to automatically create your project portals you need a wildcard managed path setup. This is where TFS will create the portal during the creation of a new Team project. To find the managed paths page for any application you need to first select the “Managed web applications”  link from the SharePoint 2010 Central Administration screen. Figure: Find the “Manage web applications” link under the “Application Management” section. On you are there you will see that the “Managed Paths” are there, they are just greyed out and selecting one of the applications will enable it to be clicked. Figure: You need to select an application for the SharePoint 2010 ribbon to activate.   Figure: You need to select an application before you can get to the Managed Paths for that application. Now we need to add a managed path for TFS 2010 to create its portals under. I have gone for the obvious option of just calling the managed path “TFS02” as the TFS 2010 server is the second TFS server that the client has installed, TFS 2008 being the first. This links the location to the server name, and as you can’t have two projects of the same name in two separate project collections there is unlikely to be any conflicts. Figure: Add a “tfs02” wildcard inclusion path to your SharePoint site. Configure the Team Foundation Server 2010 connection to SharePoint 2010 In order to have you new TFS 2010 Server talk to and create sites in SharePoint 2010 you need to tell the TFS server where to put them. As this TFS 2010 server was installed in out-of-the-box mode it has a SharePoint Services 3.0 (the free one) server running on the same box. But we want to change that so we can use the external SharePoint 2010 instance. Just open the “Team Foundation Server Administration Console” and navigate to the “SharePoint Web Applications” section. Here you click “Add” and enter the details for the Managed path we just created. Figure: If you have special permissions on your SharePoint you may need to add accounts to the “Service Accounts” section.    Before we can se this new SharePoint 2010 instance to be the default for our upgraded Team Project Collection we need to configure SharePoint to take instructions from our TFS server. Configure SharePoint 2010 to connect to Team Foundation Server 2010 On your SharePoint 2010 server open the Team Foundation Server Administration Console and select the “Extensions for SharePoint Products and Technologies” node. Here we need to “grant access” for our TFS 2010 server to create sites. Click the “Grant access” link and  fill out the full URL to the  TFS server, for example http://servername.domain.com:8080/tfs, and if need be restrict the path that TFS sites can be created on. Remember that when the users create a new team project they can change the default and point it anywhere they like as long as it is an authorised SharePoint location. Figure: Grant access for your TFS 2010 server to create sites in SharePoint 2010 Now that we have an authorised location for our team project portals to be created we need to tell our Team Project Collection that this is where it should stick sites by default for any new Team Projects created. Configure the Team Foundation Server 2010 Team Project Collection to create new sites in SharePoint 2010 Back on out TFS 2010 server we need to setup the defaults for our upgraded Team Project Collection to the new SharePoint 2010 integration we have just set up. On the TFS 2010 server open up the “Team Foundation Server Administration Console” again and navigate to the “Team Project Collections” node. Once you are there you will see a list of all of your TPC’s and in our case we have a DefaultCollection as well as out named and Upgraded collection for TFS 2008. If you select the “SharePoint Site” tab we can see that it is not currently configured. Figure: Our new Upgrade TFS2008 Team Project Collection does not have SharePoint configured Select to “Edit Default Site Location” and select the new integration point that we just set up for SharePoint 2010. Once you have selected the “SharePoint Web Application” (the thing we just configured) then it will give you an example based on that configuration point and the name of the Team Project Collection that we are configuring. Figure: Set the default location for new Team Project Portals to be created for this Team Project Collection This is where the reason for configuring the Extensions on the SharePoint 2010 server before doing this last bit becomes apparent. TFS 2010 is going to create a site at our http://sharepointserver/tfs02/ location called http://sharepointserver/tfs02/[TeamProjectCollection], or whatever we had specified, and it would have had difficulty doing this if we had not given it permission first. Figure: If there is no Team Project Collection site at this location the TFS 2010 server is going to create one This will create a nice Team Project Collection parent site to contain the Portals for any new Team Projects that are created. It is with noting that it will not create portals for existing Team Projects as this process is run during the Team Project Creation wizard. Figure: Just a basic parent site to host all of your new Team Project Portals as sub sites   You will need to add all of the users that will be creating Team Projects to be Administrators of this site so that they will not get an error during the Project Creation Wizard. You may also want to customise this as a proper portal to your projects if you are going to be having lots of them, but it is really just a default placeholder so you have a top level site that you can backup and point at. You have now integrated SharePoint 2010 and team Foundation Server 2010! You can now go forth and multiple your Team Projects for this Team Project Collection or you can continue to add portals to your other Collections.   Technorati Tags: TFS 2010,Sharepoint 2010,VS ALM

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  • Demystified - BI in SharePoint 2010

    - by Sahil Malik
    Ad:: SharePoint 2007 Training in .NET 3.5 technologies (more information). Frequently, my clients ask me if there is a good guide on deciphering the seemingly daunting choice of products from Microsoft when it comes to business intelligence offerings in a SharePoint 2010 world. These are all described in detail in my book, but here is a one (well maybe two) page executive overview. Microsoft Excel: Yes, Microsoft Excel! Your favorite and most commonly used in the world database. No it isn’t a database in technical pure definitions, but this is the most commonly used ‘database’ in the world. You will find many business users craft up very compelling excel sheets with tonnes of logic inside them. Good for: Quick Ad-Hoc reports. Excel 64 bit allows the possibility of very large datasheets (Also see 32 bit vs 64 bit Office, and PowerPivot Add-In below). Audience: End business user can build such solutions. Related technologies: PowerPivot, Excel Services Microsoft Excel with PowerPivot Add-In: The powerpivot add-in is an extension to Excel that adds support for large-scale data. Think of this as Excel with the ability to deal with very large amounts of data. It has an in-memory data store as an option for Analysis services. Good for: Ad-hoc reporting and logic with very large amounts of data. Audience: End business user can build such solutions. Related technologies: Excel, and Excel Services Excel Services: Excel Services is a Microsoft SharePoint Server 2010 shared service that brings the power of Excel to SharePoint Server by providing server-side calculation and browser-based rendering of Excel workbooks. Thus, excel sheets can be created by end users, and published to SharePoint server – which are then rendered right through the browser in read-only or parameterized-read-only modes. They can also be accessed by other software via SOAP or REST based APIs. Good for: Sharing excel sheets with a larger number of people, while maintaining control/version control etc. Sharing logic embedded in excel sheets with other software across the organization via REST/SOAP interfaces Audience: End business users can build such solutions once your tech staff has setup excel services on a SharePoint server instance. Programmers can write software consuming functionality/complex formulae contained in your sheets. Related technologies: PerformancePoint Services, Excel, and PowerPivot. Visio Services: Visio Services is a shared service on the Microsoft SharePoint Server 2010 platform that allows users to share and view Visio diagrams that may or may not have data connected to them. Connected data can update these diagrams allowing a visual/graphical view into the data. The diagrams are viewable through the browser. They are rendered in silverlight, but will automatically down-convert to .png formats. Good for: Showing data as diagrams, live updating. Comes with a developer story. Audience: End business users can build such solutions once your tech staff has setup visio services on a SharePoint server instance. Developers can enhance the visualizations Related Technologies: Visio Services can be used to render workflow visualizations in SP2010 Reporting Services: SQL Server reporting services can integrate with SharePoint, allowing you to store reports and data sources in SharePoint document libraries, and render these reports and associated functionality such as subscriptions through a SharePoint site. In SharePoint 2010, you can also write reports against SharePoint lists (access services uses this technique). Good for: Showing complex reports running in a industry standard data store, such as SQL server. Audience: This is definitely developer land. Don’t expect end users to craft up reports, unless a report model has previously been published. Related Technologies: PerformancePoint Services PerformancePoint Services: PerformancePoint Services in SharePoint 2010 is now fully integrated with SharePoint, and comes with features that can either be used in the BI center site definition, or on their own as activated features in existing site collections. PerformancePoint services allows you to build reports and dashboards that target a variety of back-end datasources including: SQL Server reporting services, SQL Server analysis services, SharePoint lists, excel services, simple tables, etc. Using these you have the ability to create dashboards, scorecards/kpis, and simple reports. You can also create reports targeting hierarchical multidimensional data sources. The visual decomposition tree is a new report type that lets you quickly breakdown multi-dimensional data. Good for: Mostly everything :), except your wallet – it’s not free! But this is the most comprehensive offering. If you have SharePoint server, forget everything and go with performance point. Audience: Developers need to setup the back-end sources, manageability story. DBAs need to setup datawarehouses with cubes. Moderately sophisticated business users, or developers can craft up reports using dashboard designer which is a click-once App that deploys with PerformancePoint Related Technologies: Excel services, reporting services, etc.   Other relevant technologies to know about: Business Connectivity Services: Allows for consumption of external data in SharePoint as columns or external lists. This can be paired with one or more of the above BI offerings allowing insight into such data. Access Services: Allows the representation/publishing of an access database as a SharePoint 2010 site, leveraging many SharePoint features. Reporting services is used by Access services. Secure Store Service: The SP2010 Secure store service is a replacement for the SP2007 single sign on feature. This acts as a credential policeman providing credentials to various applications running with SharePoint. BCS, PerformancePoint Services, Excel Services, and many other apps use the SSS (Secure Store Service) for credential control. Comment on the article ....

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  • SharePoint Content Type Cheat Sheet

    - by Bil Simser
    PrincipleAny application or solution built in SharePoint must use a custom content type over adding columns to lists. The only exception to this is one-off solutions that have no life-cycle, proof-of-concepts, etc.Creating Content TypesWeb UI. Not portable, POC onlyC# or Declarative (XML). Must deploy these as FeaturesRuleDo not chagne the base XML for a Content Type after deploying. The only exception to this rule is that you can re-deploy a modified Content Type definition only after completely removing it from the environment (either programatically or by hand).Updating Content TypesUpdate and push down to child typesWeb UI. Manual for each environment. Document steps required for repeatability.Feature Upgrade. Preferred solution.C#. If you created the content type through code you might want to go this route. Create new modified Content Types and hide the old one. Not recommended but useful for legacy.ReferencesCreate Custom Content  Types in SharePoint 2010 (C#)Content Type Definitions  (XML)Creating Content Types (XML  and C#)Updating ApproachesUpdating Child Content TypesAgree or disagree?

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