Tuesday, February 21, 2012

***BLOG HAS MOVED***

My SharePoint Cave has been moved.

CI BLOG

I will continue to blog about my SharePoint/CRM discoveries, over at Collective Intelligence.

Please update your bookmarks.

Monday, March 28, 2011

Migrating Sites to different Site Collections


There are three methods to exporting/backing up a site.
  1. Saving Site as Site Template
    • ​Click on site actions / site settings
    • Save Site as Site template
      • ​Click Include Site Content
    • Browse to Site Gallery
    • Save .tmp file
    • New Site Collection
    • Browse to New Site Gallery
    • Upload Site Template
    • Create New Site
    • Use Custom Site Templates

  2. Using SharePoint Designer
    • Open Site in SPD
    • Click Site > Administration > Back Up Site
      • Click Include Site Archives
    • New Site Collection
    • Create New Blank site
    • Open new Site in SPD
    • Click Site > Administration > Restore Site
    • Select the backedup site (.cmp)
    • Click Restore

  3. ​​Using STSADM CMD
    • On the SharePoint Server, Open CMD as Administrator
    • Browse to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\Bin
    • Backup: STSADM -o export -url http://spsite:80/Site -filename c:\export\Site -includeusersecurity
    • Create new blank site
      • STSADM -o createweb -url http://newspsite:70/Site1
    • Restore: STSADM -o import -url http://newspsite:70/Site -filename c:\export\Site.cmp -includeusersecurity
​All Three Methods should successfully move/migrate your SharePoint Site.

**TIP**
If your new site uses a different Master Page, you may receive the error FILE NOT FOUND.  if so, do these following steps to fix the error

  • FILE NOT FOUND
    • Click on the new site that is erroring
    • Browse to the settings
      • /_layouts/settings.aspx
    • Click on Master Page
    • Click off inherit Master Page and select the current Master Page
      • Reset all Sites to Current Master Page.
    • Click Okay
  • ​Now the site should be back up.
    • ​​Afterwards you can go back and switch the Master Page to inherit.
    Hopes this helps someone in the future.

    Thursday, January 6, 2011

    Setting a Fixed Width in SharePoint 2010

    This needs to blogged about once again, since it seems to be an ongoing issue with SharePoint skinning.

    This post will show how to easily go from the default liquid layout, to a 960px width with auto scrolling.
    Step 1. Alter the Body Tag – replace scroll="no” with style="overflow:auto;”
    (This will allow the Body to have a scroll bar when needed.) 
    Step 2. Add the below <div> tag directly after the <body> <form> tags
     <div style="width:960px; margin:auto;”>

     

    Step3. Don’t forget to add the closing </div> tag directly after  
    <SharePoint:DeveloperDashboard runat="server"/> around line 625




    Thats it, Save your master page and refresh your SharePoint... you now should have a fixed width
    Published with Blogger-droid v1.6.5

    Tuesday, December 7, 2010

    Upgrading to SharePoint 2010

    I was going to start typing up an upgrade blog then I stumbled onto this really nice set of articles by Anshul.  So instead of re-blogging I will just link to his blog and give him the credit for his work.  Enjoy.

    Here are the 4 Approaches Anshul took when upgrading from MOSS 2007 to SharePoint 2010.

    In-Place Upgrade
    The InPlace upgrade is the easiest way to upgrade from MOSS 2007 to SharePoint 2010. In this approach you will install SharePoint 2010 on the same machine where MOSS 2007 was installed and the Upgrade wizard will upgrade MOSS 2007 to SharePoint 2010.

    Database Attach Upgrade
    In database attach approach you install the SharePoint Server 2010 on a fresh Machine and you upgrade all the sites from your MOSS 2007 server by detaching the Content databases from MOSS Server and attaching them to the SharePoint 2010 server.

    Hybrid Approach 1
    In this approach you can make the databases of your MOSS 2007 farm read only and then Install SharePoint 2010 on a different machine. Upgrade your MOSS 2007 farm using the Database Attach approach. (On the new SharePoint 2010 farm) and the redirect your users to the new upgraded farm. This will allow you to give read only access to the users while the farm is being upgraded so it will help you in downtime mitigation.

    Hybrid Approach 2
    In this approach you can detach your content databases and then do an In-Place upgrade once that is done you can attach the databases using the Database Attach approach. The benefit of this approach is that you can have the speed of the DB Attach upgrade and you can also keep your farm wide settings as you are upgrading the farm by using the In-Place upgrade.


    Upgrade Methods in SharePoint 2010: Part 1

    Upgrade Methods in SharePoint 2010: Part 2

    How To Upgrade to SharePoint 2010 using Database Attach method: Part 1 

    How To Upgrade to SharePoint 2010 using Database Attach method: Part 2

    [courtesty of Anshul Sehgal - http://sharepoint2010blog.blogspot.com/]

    Monday, December 6, 2010

    Displaying a Holiday or Monthly Event in a Web Part

    I created several custom lists that display a specific Holiday, Pay Dates, Birthday, Etc...
    I now want this list to display as a web part and only display the "current month" activities.   After trying a few methods, I stumbled upon this calculated column to solve my issue.

    • First I created all the custom columns, including a Date Column (DateDisplay).  
    • Then I created a Calculated (calculation based on other columns) Column
    • Named it ItemDisplay
      • Made it a Content Type
      • Inserted the following formula: 
        • Calculated (calculation based on other columns)
          =IF(MONTH(Today)=MONTH(DateDisplay),"1","0")
        • Finally made the Data Type Return a Single Line of Text.
    • Next I added the web part, edited the current view
    • Place a filter on it so it shows only Items, "ItemDisplay" is Equal to 1
    What the calculated value means
    =IF the current Month of (Today) EQUALS the Month of (DateDisplay)
    Then set the value to 1, if not then set it to 0
    The Web Part filter will then display only items Equal to 1

    EDITED: I haven't been able to make this process automated, but at the beginning of each month, I just edit the current months items, don't make any changes, just save the item and the formula will kick in and display the month as a 1.  Hope this makes sense.

    Thursday, December 2, 2010

    Simple CRM Priority Dropdown to change Due Date

    This next situation I ran into, called for a Due Date field and a Ticket Priority Pick List, they requested that when a technician comes into the ticket and changes the priority status it will automatically update the Due Date.  The Due Date is auto-populated with a Normal priority, so the Due Date will be 7 Days after Todays date, This will be pushed forward or back depending on the priority status selected.

    For Example If I selected :
    High priority will change the Due Date to Todays Date.
    Normal priority will push the Due Date back 7 days from Today.
    Low priority will push the Due Date back 14 days from Today.
    Standby priority will push the Due Date back 30 days from Today.

    So, How'd I do this?
    I created two fields in CRM 4.0
    One is called datedue, which is a basic date field
    The second is a Priority picklist with the following types:
    Low
    Medium
    High
    Standby
    • Open up the Main Form
    • Change properties on the Priority Field
    • Click Events Tab
    • Edit onChange
    • Check that the Event is enabled
    • Paste the following code:
    var PRIORITY_HIGH="High";
    var PRIORITY_NORMAL="Medium";
    var PRIORITY_LOW="Low";
    var PRIORITY_STANDBY="Standby";
    var DUE;
    var TODAY;
    {
    TODAY = new Date();
    // If Due Date is null, set it to today's date.
    DUE = crmForm.all.new_datedue.DataValue;
    if (DUE == null)
    {
    DUE = new Date();
    }
    // Set the due date based on the value of the Priority field.
    switch (crmForm.new_priority.SelectedText) {
    case PRIORITY_HIGH:
    DUE = TODAY;
    break;
    case PRIORITY_LOW:
    DUE = TODAY.setDate( TODAY.getDate() + 14);
    break;
    case PRIORITY_NORMAL:
    DUE = TODAY.setDate( TODAY.getDate() + 7);
    break;
    case PRIORITY_STANDBY:
    DUE = TODAY.setDate( TODAY.getDate() + 30);
    break;
    }
    crmForm.all.new_datedue.DataValue = DUE;
    }
    •  Save and Close, Test Changes, Publish the Entity

    Adding a CRM 4.0 Related Entity to the Main Form using IFRAME

    First create your two entities and relate them together.

    • On the main form, create an iframe section
    • Create a new IFRAME, place it in the section





















    URL: about:blank
    • Open the Form Properties
    • Edit Onload
    • Check Event is enabled
    • Paste the following code
    var navId = "nav_new_new_assets_new_assetitem";
    if(document.getElementById(navId) != null)
    {
    var tmp = document.getElementById(navId).onclick.toString();
    tmp = tmp.substring(tmp.indexOf("'")+1, tmp.indexOf(";"));
    var loadArea = tmp.substring(0, tmp.indexOf("'"));
    var roleOrd = (tmp.indexOf("roleOrd") == -1) ? -1 : tmp.substring( tmp.indexOf("roleOrd"), tmp.lastIndexOf("'")).replace("\x3d", "=");
    crmForm.all.IFRAME_Items.src = (roleOrd == -1) ? GetFrameSrc(loadArea) : GetFrameSrc(loadArea) + "&" + roleOrd;
    }
    function GetFrameSrc(tabSet)
    {
    if (crmForm.ObjectId != null)
    {
    var id = crmForm.ObjectId;
    var type = crmForm.ObjectTypeCode;
    var security = crmFormSubmit.crmFormSubmitSecurity.value;
    var path = document.location.pathname.substring(0, document.location.pathname.indexOf("edit.aspx")) + "areas.aspx?";
    return (path + "oId=" + id + "&oType=" + type + "&security=" + security + "&tabSet=" + tabSet);
    }
    else
    {
    return "about:blank";
    }
    }
    • Now there are two things we need to edit here (items in bold). 
    • First one is var navId=
      • This needs to be the related entity, but we want the navId, not the URL.
      •  Easy way to find this ID, is to use IE Developer Tools.
        • Open your main form
        • Click Tool > Developer Tools
        • Within Developer Tools, Click the ARROW (Select Element by Click)
        • Now go back to your main form and click the related entity under details
        • A New window will appear in Developer Tools, It should have highlighted the CRM Nav Subarea.
        • Locate the ID=

    • Next Change is the crmForm.all.IFRAME_Items.src
      • Make sure to use your proper iframe ID (Iframe_Items)
    • That should be it, Save and Close.
    • Publish your entity and make sure the related entity is displaying properly


    Wednesday, December 1, 2010

    Proper path to upgrade your SharePoint 2007 to SP2

    Below are the steps and links to upgrade SharePoint 2007 to SP2, properly. You must perform these upgrades before you migrate to SharePoint 2010.

    1.Download the WSS 3.0 SP1 from the below link
    http://www.microsoft.com/downloads/details.aspx?FamilyID=4191a531-a2e9-45e4-b71e-5b0b17108bd2&displaylang=en

    • Download the WSS 3.0 SP1 and run the .exe file
    • Once installation is successful run the "SharePoint Products and Technologies Configuration Wizard" (This wizard should complete all the steps successfully)
    • Recommended Reboot


    2.Download the MOSS SP1 from the below link
    http://www.microsoft.com/downloads/details.aspx?FamilyId=AD59175C-AD6A-4027-8C2F-DB25322F791B&displaylang=en

    • Download the MOSS SP1 and run the .exe file
    • Once installation is successful run the "SharePoint Products and Technologies Configuration Wizard" (This wizard should complete all the steps successfully)
    • Reboot (This Reboot is necessary)


    3.Download the WSS 3.0 SP2 from the below link
    http://www.microsoft.com/downloads/details.aspx?FamilyID=79bada82-c13f-44c1-bdc1-d0447337051b&displaylang=en

    • Download the WSS 3.0 SP2 and run the .exe file
    • Once installation is successful run the "SharePoint Products and Technologies Configuration Wizard" (This wizard should complete all the steps successfully)
    • Recommended Reboot


    4.Download the MOSS SP2 from the below link
    http://www.microsoft.com/downloads/details.aspx?FamilyID=b7816d90-5fc6-4347-89b0-a80deb27a082&displaylang=en

    • Download the MOSS SP2 and run the .exe file
    • Once installation is successful run the "SharePoint Products and Technologies Configuration Wizard" (This wizard should complete all the steps successfully)
    • Reboot (This Reboot is necessary)


    **In order to upgrade to SharePoint 2010 YOUR MOSS2007
    MUST BE AT SERVICE PACK 2.

    SharePoint Users : Last Name Change

    This has come up twice now, So I figured I would address this for any future situations... But I received a call this morning, that a user changed her last name. Simple, I first figured, it was updated in Active Directory, so once the SPuser sync occurs everything should be updated... right?

    Not so right... I noticed this did not update properly, the account name was updated as well as the Name field. But the email, Last name, and User Name still showed the old last name.

    My next step was to delete the user out of the SharePoint group and re add the user. Well same result, right account name, wrong username...

    I figured there now has to be a way to delete a single user from the entire site collection then re add them back in as a brand new user, I clicked on the user, and it took me to their mysite, then I clicked on "View User Info" and it took me User Information, where I could edit the user or Delete User from Site Collection. Instead of manually editing the user, I went ahead and deleted them the site collection. Then once I re added them to the SharePoint group, it went out and pulled the new users from AD along with all the updated fields.

    I found this odd because one would think this should be an automatic syncing feature, but apparently not.

    If anyone has encountered this and AD automatically updated the user in SharePoint, give me a shout.

    Friday, November 26, 2010

    SharePoint 2010 Master Page Ribbon Hide

    Tried a few techniques this one suits me best...

    Set the in-line style for both the id="s4-statusbarcontainer" and id="s4-ribbonrow" div's to style="display:none". Then somewhere appropriate below both elements in the master page insert the following:

    <Sharepoint:SPSecurityTrimmedControl ID="SPSecurityTrimmedControl" runat="server" PermissionsString="AddAndCustomizePages">
    <script type="text/javascript">
    document.getElementById("s4-statusbarcontainer").style.display = "block";
    document.getElementById("s4-ribbonrow").style.display = "block";
    </script>
    </Sharepoint:SPSecurityTrimmedControl>


    This will cause the ribbon and status notification to be rendered by the browser yet be hidden so the page will still operate normally. If the user is authenticated and allow to modify pages it will render the JavaScript to override the hidden style.

    [courtesty of Rich Krott]

    Thursday, November 18, 2010

    My Personal Sharepoint Archives

    I am turning this blog into my own personal tricks section, I am constantly searching the web for tricks on sharepoint, when I find them I usually bookmark the site, well I have been noticing I got alot of bookmarks! So I have been thinking about a way to utilize my blog but give myself a reason to keep blogging, what I came up with is each time I find a tip or trick that worked for me, I will blog it and give the website credit. I figured if you come across my blog in a search engine and are able to use these tips or tricks, then maybe this blog is worth writing and keeping alive.

    Lets see how this works out.

    Wednesday, August 19, 2009

    SharePoint Tips and Tricks - 8/19/09

    Some great links I would like to share, These webcasts have helped me greatly in my domination over SharePoint, a lot of Technics I have discovered came from reading many SharePoint blogs, I have listed a few favorites below.

    Microsoft Office SharePoint Server (MOSS) is only growing, and Microsoft has seen what companies are doing with MOSS, so it will only get better. Along with the name change, Microsoft SharePoint 2010 will pull out all the stops, they are introducing several Microsoft technologies into SharePoint 2010; Business Intelligence, Performance Point, Groove... just to name a few... SharePoint 2010 will also have a slightly new look to match the MSOffice 07 Roll out. They will introduce the Ribbon and add Silver Light interaction web parts. Microsoft is planning on announcing all the features and will be providing a demo at the SharePoint Conference 09, which is in Las Vegas, NV in October. I will be viewing all the online webcasts during this event, so I will keep you posted.

    Enjoy the following MOSS Links:

    Microsoft Office System Webcast Level 100 Users

    SharePoint Designer 2007 Help and How-to

    SharePoint Tips And Tricks is Ishai Sagi's sharepoint blog

    SharePoint Bootcamp

    Advanced SharePoint Videos and Whitepapers

    Sneak Peek of SharePoint 2010

    Thursday, May 28, 2009

    Android Update - Cupcake - 5/28/09

    Okay Google Phone Owners, Cupcake was just officially released today! So if you own the Google G1, go update it... its well worth the troubles and its not even a difficult update.

    Directions taken from androidcentral.com

    -Download the Android 1.5 Cupcake US Version File
    -Rename Downloaded zip file to update.zip
    -Copy 'update.zip' to SD Card
    -Turn off the phone. Press and hold HOME+POWER to reboot
    -When you see the triangle with an exclamation point press ALT+L
    -Press ALT+S to begin update process
    -When prompted, Press HOME+BACK to reboot
    -It may reboot a few times, don't worry

    Thats it... your updated to version 1.5. Now go ahead and enjoy all the new features:
    Camcorder
    Updated Camera (Much better)
    Soft Keyboard (email, sms, browser)
    AmazonMP3
    New features on Gmail
    Font is smaller and lots more feature

    Soon enough Donut will be scheduled to come out... thats Android 2.0 :)

    Monday, May 18, 2009

    The Twitter Buzz - 5/18/09

    It's been a while since I last blogged, I'm working on getting myself healthy once again, its been sort of a struggle, but things are looking up... hope some new laws are passed to make my life a lot easier :)

    Today, lets talk about Buzz words... what have you been hearing a lot of lately? I'm sure a couple words come to mind, but to me... its mainly social networking and the big one Twitter. Every magazine I pick up now about technology, Twitter has a large article or its on the front cover. It is definitely the 2009 tech trend and is only growing. Twitter has now had over 4 offers (ranging in the 100+ millions) to buy them out but they are holding strong and refusing to negotiate with any of these mainstream buyers.

    Twitter has become so successful and mainstream because it has an open API (application programming interface) which means any programmer can tap into the code and create his/her own twitter application. The beauty of it is its all FREE and only growing. There are 100 plus tweet applications out there to make your tweeting experience more enjoyable. Here is a few apps linked from fans of twitter: http://twitter.pbworks.com/Apps

    At first everyone hates on twitter, what's twitter? why would I care when your brushing your teeth or eating a sandwich? But then after a while, you get it... twitter actually starts making sense and you gear your tweets to your targeted audience.

    Twitter is more than a personal geeky "what are you doing" type of networking, it also provides very valuable and up to date information. Its live feeds from live people, so how ever you choose to use your twitter is up to you. It ranges from Government Updates, State Announcements, Mac/Windows User Tips, Car Industry deals, or even local Road Closures, anything and everything is posted on twitter, its whether or not your following the right people, you just need to embrace it and become involved in the world of micro blogging.

    http://www.twitter.com
    http://www.twitter.com/jutimes

    Saturday, April 4, 2009

    Windows 7 Beta Tested - 4/4/09

    I have been recently beta testing the new Windows 7, Its much much much better than Vista, thats for sure, its more directed towards newbs, which is good, it finally has alot of the features you been looking for.

    Some new features I like are:
    Finally able to rearrange the open items in your taskbar, they use icons now instead of a title, which is nice for more real estate, but I think the area around the icon could be even smaller. I originally thought 7 took the docking station from Apple, but I was mistaken, you can pin things to the taskbar and the taskbar functions are alot better, you can right click and open recent items or if you have more than one window open you can click and choose which tab or file to jump to.

    The background is nice, it changes automatically. I like the show desktop button beside the systray, its useful, The start menu and control panel are more user friendly, its mostly text based which is fine with me. They used text for the start menus power options, which I think is a big improvement. The Breadcrumb feature in explorer is nice. Oh yea, real sweet feature is if you drag a window to the top, right, or left side of the screen it maximizes the window.

    I do think they just went back through Vista and focused on the details, and it made it more user friendly, all the things you thought to yourself "why wouldn't they just have done this," I have been noticing alot of small things that I been saying to myself "Finally"!

    Thursday, April 2, 2009

    April Fools on the Web! - 4/2/09

    Did You Get Tricked?

    While the potentially dangerous Conficker worm was being tracked throughout April Fools' Day, more harmless hoaxes were being fired out across the Internet.

    New media mockery was everywhere.

    Google unveiled "Gmail Autopilot." It alleges that it will help you weed through your inbox by replying to e-mails with automated responses, tailored to your preference for emoticons.

    Google also claimed to have mastered artificial intelligence with an entity named "CADIE." That technology led Google to claim, among other things, that it could now "index your brain."

    The 188-year-old British newspaper The Guardian said it would become a "Twitter-only publication," limiting its reports to 140 characters or less.

    One example from 1927 read: "OMG first successful trans-Atlantic air flight wow, pretty cool!"

    (The North Carolina alternative weekly Mountain Express announced a similar reconfiguration, calling itself "the nation's first Twaper.")

    Yahoo created a new "Ideological Search" that filters results to fit your personal beliefs. On it, you can get either Republican or Democratic results to a query like "stimulus package."

    A startup called Monetate launched a spoof of the photo-sharing site Flickr. With "smellr," the site claims it has brought scent to social networking: "It's like Flickr, but for your nose."

    YouTube offered its latest innovation in online video: upside-down viewing. To experience it, YouTube suggests turning your monitor upside down and tilting your head - or moving to Australia.

    The online marketplace Amazon.com announced that it had brought cloud computing to the skies. Though "cloud computing" is simply a metaphor for a kind of interconnected computing, Amazon said it had used "the latest in airship technology" to put computers in the clouds (with blimps).

    The travel booking site Expedia.com on Wednesday began offering flights to Mars. It's a steal, too, with flights for just $99. "Save over $3 Trillion!" read the spoof.

    Microsoft's Xbox unveiled a mock version of the popular video game Guitar Hero: "Alpine Legend." This version is for yodeling, rather than guitar playing.

    On Facebook, various applications posted joke alerts like "Barack Obama confirmed you as a cousin."

    The blog for How Stuff Works explained Willy Wonka-like inventions - like rechargeable gum and "permanent kittens."

    Perhaps the most dizzying April Fools' mock-reality came from Wikipedia, which annually redesigns its home page with spoof articles and headlines. The user-generated encyclopedia was even more unreliable than usual on Wednesday. Its feature article was on "the Museum of Bad Art" or "MOBA."

    Wednesday, March 25, 2009

    Earth Hour is Coming Soon - 3/25/09

    More than 2,000 cities around world expected to participate in rolling event.

    Lights are scheduled to go out at hundreds of popular tourist landmarks and buildings worldwide, including New York, London, Paris, Dubai, Hong Kong, Moscow and Nairobi.

    Organized by the World Wildlife Fund and supported by a host of powerful names.

    The rolling electric turnoff will take place from 8:30 to 9:30 p.m. local time on March 28, beginning in Fiji and following time zones around the globe.

    find out more info - www.earthhour.org

    Friday, February 27, 2009

    Teamviewer / Safari 4 - 2/27/09

    I been searching for a good Remote Desktop program and I think I found the best VNC viewer for across the web, Thanks to Dawson. Check out Teamviewer, its free!, it does Secure VPN, File Transfer, Remote Desktop all via an app or the browser. Definitely a must have for any IT pro. The added partner list is great so you don't even have to remember the session IDs. Its Free and contains zero spyware, the only thing is a Thank You message when you exit the session. Its also cross platform too. Here it is www.teamviewer.com, Enjoy.

    Next, go download the new safari browser, Thanks Gene, it is Apple controlled, so beware! :) but it has a really nice "itunes" esk interface and i love the way it displays your top sites, its almost a mix between googles chrome and IE 8. The top sites are also live so they are constantly updating. It also indexes extremely fast, so the loading time is cut down. Its about time Apple got back in the game of browsing. So go check it out, www.apple.com/safari/download/

    Friday, January 16, 2009

    Sharepoint/Windows 7 Beta - 1/16/09

    I just signed up for End User SharePoint Tips, Looking forward to see what they have to offer. I have been working on misc. web parts, some are usable, but some are customized towards Dauphin County.

    Also just got a copy of Windows 7 Beta, I am excited to see what has been updated. I hear its a lot quicker and it uses the memory resource a lot nicer. I will most likely install it on a VM, I will update.

    I will soon begin developing Robert A. Marshall's Website, the designs are in and ready to go.

    Tuesday, January 6, 2009

    Google G1 Tips and Tricks - 1/6/09

    G1 has a few shortcuts I have discovered, here are a few:
    -Long Press Home Key to display the last 6 apps recently used
    -Long Press Dial Key to activate Voice Dialer
    -Long Press Hangup Key to select Power off or Silent Mode
    -Menu Key is equal to Ctrl key on windows keyboard; Menu+A (select all); Menu+C (copy); Menu+P (paste); etc...
    -Alt+Scroll Ball is home and end key (jump to start position)
    -Shift(Up Arrow)+Scroll Ball highlights text

    Have Fun and Enjoy the G1