Branding a SharePoint 2007 Table of Contents Web Part is easy with all the of the tags right in front of you. So here they are! (colors and images omitted) Happy Monday!

.level-section{
font-family:     ; 
}
.level-band{
background-image:url(‘     ‘);
background-color:     ;
background-repeat:repeat-x;
height:18px;
font-size:10pt;
color:#     ;
font-family:Arial, Helvetica, sans-serif; 
}
.level-item a:link{
color:#     ;
text-decoration:none; 
font-family:Arial, Helvetica, sans-serif; 
}
.headertitle-band {
font-family:Arial, Helvetica, sans-serif; 
}
.headertitle-band a:link{
color:#     ;
}
.headertitle-band a:visited{
color:#     ;
}
.headertitle-band a:hover{
color:#     ;
text-decoration:underline;
}
.headertitle {
font-family:Arial, Helvetica, sans-serif; 
}
.headertitle a:link{
color:#     ;
}
.headertitle a:visited{
color:#     ;
}
.headertitle a:hover{
color:#     ;
text-decoration:underline;
}
.level-item-pos, .level-item, .level-bullet{
font-family:Arial, Helvetica, sans-serif; 
background-image:none; /*THIS REMOVES THE STANDARD BULLET*/
line-height:11pt;
margin-bottom:10px;
}
.level-item-pos a:link, .level-item a:link, .level-bullet a:link{
color:#     ;
}
.level-item-pos a:visited, .level-item a:visited, .level-bullet a:visited{
color:#     ;
}
.level-item-pos a:hover, .level-item a:hover, .level-bullet a:hover{
color:#     ;
text-decoration:underline;
}

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Convergence 2010, April 24-27, Atlanta

Denver, Colorado – March 30, 2010 — 5280 Solutions, a leading provider of Enterprise Content Management (ECM) solutions for Microsoft SharePoint®, today announced that it will be exhibiting its award-winning Dynamic Filer® and Dynamic PayablesTM products at Microsoft Convergence in Atlanta, Ga., April 24-27, 2010.  5280 Solutions will demonstrate how organizations using Microsoft Dynamics can leverage SharePoint invoice automation and records management requirements. 

5280 Solutions, which was recently named as one of the “100 Companies That Matter in Knowledge Management” by KMWorld magazine, offers products focused on document and records management, imaging, workflow and integration with Dynamics GP, NAV, AX, SL and CRM.  Microsoft Dynamics users are invited to stop by booth #1132 to see how this suite of solutions leverages the power of SharePoint and Microsoft Dynamics.

Dynamic Payables (www.dynamicpayables.com) is a full-featured, Web-based payables management solution designed to automate invoice processing by providing a flexible, open and extensible workflow. By utilizing SharePoint, Windows Workflow Foundation and document-capturing capabilities, it provides users with enforceable controls, a dashboard of key performance indicators (KPIs) and reports to significantly increase the visibility of outstanding invoices, exceptions, bottlenecks, productivity issues and available discounts. Recent awards for Dynamic Payables include the Business Solutions Content Management Innovator Award and KMWorld Trend Setting Product award. 

“We are very pleased with the rapid acceptance and industry recognition of our SharePoint-based invoice automation solution,” said Mike Randash, Executive Vice President, 5280 Solutions. “Our partners and clients have recognized the business value of our accounts payable automation that is provided on a standard SharePoint platform and is easily integrated with existing accounting and ERP applications.” 

Full press release available here: http://www.5280solutions.com/news/press.aspx?id=58


Can’t see more multiple content areas in edit mode? Two Rich HTML Fields showing the same content? To create a custom layout in SharePoint Designer with multiple page content areas (RichHTMLField fields), you should first create a custom page content type and add one custom field for each of the content areas you have in your custom layout. For example, <PublishingWebControls:RichHtmlField id=”…” FieldName=”CustomFieldNameGoesHere” requires that you add a “CustomFieldNameGoesHere” column to the content type that your layout will be attached to.  FieldName and the column name should match, and each set must be unique. For more info,  see  http://office.microsoft.com/en-us/sharepointdesigner/HA101741281033.aspx


If you are a SharePoint consultant, like me, you might find yourself getting confused from time to time on the actual “name(s)” for SharePoint.  As the product has evloved, Microsoft has changed the name making it a little difficult to remember which product and version my various clients are running.  It also becomes important to be able to explain to the customer where their SharePoint environment fits on the “evolutionary scale.  While it is not difficult to find this information on the Web in bits and pieces, I have not seen a visual representation all in one place so here is a tiny contribution on my part.  I hope it helps.

SharePoint Version Name History

Now, how do you dertime what version of SharePoint you are running?  Version numbers for SharePoint


By April Wolfe, MCTS, 5280 Solutions

‘Twas the night before Christmas, when all through the site
SharePoint was whirring, indexing all night

The servers were working, all backed up with care
In hopes that SP2010 would soon be here

The consultants were done and had refilled their meds,
While visions of InfoPath danced in their heads

The site admin was relieved, project complete
Time to celebrate, be merry, and Tweet!

But look! Bing says: “Get ready to upgrade…”
 “…you’re not done yet, that was only groundwork you laid.”

Away to SPC09, into Vegas we flew
With our smartphones, ideas, and curiosity anew

The data-driven Visio diagrams were indeed very cool
So were list enhancements that made us all drool

When what to my wondering eyes should appear
But alas, it’s the Ribbon! Some groan, some cheer

With 64-bit required and Windows Server 2008 too
Can I get this into the budget? How best to argue?

Reusable workflows, inline editing for lists
InfoPath integration, and Access Services

PowerShell scripting, master pages with DIVs
AJAX, FAST, BCS…oh, how I need these to live!

With a list of new “needs” and a heart full of hope
I went back to my SP2007 site and, ugh, started to mope

So I jumped  on board and went straight to work
Spun up a new VM, but it’s slower than dirt

To the SharePoint Community  I go and Twitter away
Sharing insights and knowledge; it’s not work, it’s play!

SharePoint Saturday here I come, looking forward to learn
And off to Target for more midnight oil to burn

And as I look forward to building my new site,
Happy SharePoint-ing to all, and to all a good night!


Representing Denver’s finest in the SharePoint Consulting and Product Development realm 🙂 

Matching shirts even!
Matching shirts even!
Built for SharePoint: Dynamic Filer and Dynamic Payables

Built for SharePoint: Dynamic Filer and Dynamic Payables

SPC_booth_1

Our booth at SPC09

Thank you to everyone who stopped by!

What a crowd!

 

 


We are often asked, “How do you figure out what groups or permissions a user has in SharePoint”?  The default, out-of-the-box answer is “You can’t”.  Permissions in SharePoint are granted at the object level (file, folder, etc.) rather than on the user account.  So, you need to go to the site, library, list, file or item in SharePoint and check to see who has permission to the object.  This is counter-intuitive to many people and can be time consuming if you need to provide a report that shows what a user can access in SharePoint.

There are third-party add-ons for SharePoint that can help you manage user permissions but, they can be quite costly.  However, there are two FREE solutions available on the Internet.

The first is called Permissions Reporting Tool and is part of the Microsoft SharePoint Administration Toolkit v4.  For specifics on downloading and installing, visit the Microsoft SharePoint Team Blog.  Once the solution is deployed, Site Collection Administrators will be able to:

  1. Run Reports to identify objects in the Site Collection where inheritance has been broken
  2. Check effective permissions for a user or a group which allows you to see a list of the permissions a particular user or group has
  3. Compare permissions for an object against its parent object to see where inheritance was broken (you do not have to be a site collection administrator for this function but, you do need to have the Enumerate Permission permission)

NOTE:  You must install the April 2009 cumulative update before you can activate the Permissions Reporting Tool.

The second is called MOSS Manage User Membership Feature and is available on CodePlex. This is a solution deployment SharePoint file (.wsp) that is easy to download and deploy.  It creates a new menu on the Site Actions – Site Settings – Users and Permissions menu called “Manage User Membership” which allows you to search for a user(s) and then edit the groups that the user belongs to.

Installation Instructions:

  • Open a command prompt and type:

C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\BIN>stsadm -o addsolution -filename c:\pathtofile\MOSS.CustomAdminPages.UserMembership.Feature.wsp

  • Hit Enter
  • You should see “Operation completed successfully.”
  • Next, in the command prompt

C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\BIN>stsadm -o deploysolution -name MOSS.CustomAdminPages.UserMembership.Feature.wsp -immediate -allowGacDeployment

 NOTE: This solution contains no resources scoped for a Web application and cannot be deployed to a particular Web application.

  •  You should see “Timer job successfully created.”
  • Next, browse to the Site Collection(s) where you want to activate the feature:
  • At the top-level site in the site collection, click Site Actions > Site Settings > Site Collection Features and Activate “Manage User Membership”
  • Now when a Site Owner browses to Site Actions > Site Settings, they will have the option to Manage User Membership
Manage User Membership Menu item on SIte

Manage User Membership Menu item on SIte

 

 

 

 

 

  • Type the account name and then click Find and you will see the groups a user belongs to

ManageUserMembership2

 

 

 

 

 

  • Click the Login and you can easily edit the groups that the user belongs to

ManageUserMembership3



 I have been teaching Mindsharp’s SharePoint Power End-User and Branding and Customizing SharePoint 2007 with SharePoint Designer for about 2 years now and every class has questions that are not covered in the course.  I have been keeping a document and passing it on to my students but, I have had numerous requests to post it on-line so I thought this would be a good place.  Thanks to all of my students, I have learned as much from you as you have from me!  Jen Dodd

Parking Lot

SharePoint 2010 Information

http://sharepoint.microsoft.com/2010/Sneak_Peek/Pages/default.aspx

5280 Blog Site

https://5280solutions.wordpress.com/

A tiny cute SharePoint calendar (Part I)

http://pathtosharepoint.wordpress.com/2008/10/06/tiny-sharepoint-calendar-1/

A tiny cute SharePoint calendar (Part II)

http://pathtosharepoint.wordpress.com/2008/10/11/tiny-sharepoint-calendar-2/

Theme Editing Tools

Tools for Migrating Documents into SharePoint 2007

http://blogs.msdn.com/grahamtyler/archive/2004/07/08/177497.aspx

MOSS 2007 Language Packs

http://technet.microsoft.com/en-us/library/cc262108.aspx

Free InfoPath On-line Training Courses

http://www.shareesblog.com/?p=351

http://blogs.msdn.com/infopath/archive/2007/03/09/infopath-2007-training-labs.aspx

Captare Free Webinar Notification

http://www.captaretraining.com/

http://www.captaretraining.com/signup.aspx

 Does the Data Information Panel (DIP) work in Office 2003?

No, Office 2003 has the Web Document Panel or Task Pane.  The Document Information panel is actually an InfoPath 2007 form and can therefore, be customized with InfoPath.

SharePoint Deployment Resources

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

End User SharePoint.com  – Sign up for their Weekly Newsletter

http://www.endusersharepoint.com/

MOSS Usage Reports Explained

http://blogs.msdn.com/markarend/archive/2008/09/06/moss-usage-reports-explained.aspx

Additional SharePoint Classes at Ameriteach

http://www.ameriteach.com/schedule/default.aspx?group=SHARE

Planning up a Record Center

http://technet.microsoft.com/en-us/library/cc262114.aspx

Video for Setting up a Record Center

http://technet.microsoft.com/en-us/library/cc263523.aspx

Integration of SharePoint with Outlook 2003

http://office.microsoft.com/download/afile.aspx?AssetID=AM102437391033

Synchronize an Excel list with the SharePoint site

http://office.microsoft.com/en-us/excel/HP010317191033.aspx

SharePoint Deployment Strategy

http://office.microsoft.com/download/afile.aspx?AssetID=AM102552101033

Alerts on Task lists vs. other lists. – Depending on the list template you use, you will have different Alert Me options.  (example: compare a SharePoint Task list with a custom list)

The Hidden Costs of Information Work

http://factiva.com/collateral/files/whitepaper_IDC_hiddencosts_0405.pdf

Rocky Mountain SharePoint Users Group

http://rockymountainsharepoint.org/default.aspx

Examples of Common Formulas for SharePoint: (For use in calculated columns in lists and libraries.)

http://office.microsoft.com/en-us/sharepointtechnology/HA011609471033.aspx

 Office live link: Save 1000+ Microsoft Office documents in one place Share files—you control who can view and edit Works with Word, Excel, PowerPoint and Outlook

http://www.officelive.com/?xid=18694793-B0E3-4D86-9C7F-50E7EE0D9D0B&WT.srch=1

Descriptions of workflows in SharePoint 2007

http://markharrison.co.uk/blog/2006/06/moss-2007-ootb-workflow-patterns.htm

 SharePoint Experts Blog

http://blogs.msdn.com/sharepoint

Description of 40 Application Templates

4 Sample Master Pages for SharePoint

MS Customizable End-User Training Guides

 
 

Notes:

  1. 1.       If you turn on content types you cannot order the columns from the list settings, you must go into the Content type.
  2. 2.       You must set up Kerberos authentication on a Web application/SiteCollection for Internal RSS feeds.
  3. 3.       Use collaboration portal template as the top site template for new site collections.

Send Disposition Workflow document

http://office.microsoft.com/en-us/sharepointserver/HA101544291033.aspx

Onilica Wildcard Search:

http://www.ontolica.com/

SharePoint Web Parts by Bamboo:

http://store.bamboosolutions.com/

ACAR SharePoint Add-ons

KWIZ Web Parts: http://www.kwizcom.com/Products.asp

XML mapping article: http://blogs.msdn.com/microsoft_office_word/archive/2007/01/18/xml-mapping-with-word-sharepoint.aspx

XML Data mapping movie:  http://channel9.msdn.com/showscreencast.aspx?postid=273005

A link to great links:  http://sizzlingpassion.spaces.live.com/blog/cns!E5CD42098EED7323!252.entry

Queen of SharePoint Branding: Heather Solomon

http://www.heathersolomon.com/blog/

Workflow Example (vacation calendar)

http://www.u2u.info/Blogs/Kevin/Lists/Posts/Post.aspx?ID=39

Question: Can SharePoint version information be added to document footer?

Answer: Yes SharePoint Document Versioning
The Document Versioning Event Handler manages the Versioning of Office Documents which are stored in a Document Library under SharePoint Portal Server and Windows SharePoint Services.

The Features are: Showing the Document Version in a separate Column in the document Library and adding automatically the current Version Number of the Document to the Footer of the document. Works with SharePoint und Office Professional 2003.

See a Demo: SPS Document Versioning Event Handler

See a Demo:
SPS Document Versioning WebPart
(Say open in the Browser Windows, PowerPoint must be installed)

You Tube Video on Web 2.0 “The machine is Using Us”

http://www.youtube.com/watch?v=6gmP4nk0EOE

Moving files in SharePoint to include Metadata

http://sphelpdesk.spaces.live.com/blog/cns!D9676F3678CF7BE7!173.entry

http://sharepoint.microsoft.com/blogs/GetThePoint/Lists/Posts/Post.aspx?ID=64

 Jen’s Recommended SharePoint Books

  1. Microsoft Office SharePoint Server 2007 Administrator’s Companion By: Bill English
  2. Microsoft Office SharePoint Server 2007 Best Practices By: Ben Curry
  3. Beginning SharePoint 2007: Building Team Solutions with MOSS 2007 By: Amanda Murphy and Shane Perran
  4. Designing Forms for Microsoft Office InfoPath and Forms Services 2007 By: Scott Roberts and Hagen Green

http://www.w3schools.com/html/html_intro.asp

http://www.w3.org/MarkUp/Guide/

http://www.w3schools.com/html/html_formatting.asp

 http://www.w3schools.com/css/default.asp

http://www.csszengarden.com/

http://www.w3.org/Style/CSS/

http://phrogz.net/css/HowToDevelopWithCSS.html

SharePoint Branding – How CSS works with master pages


Solution overview

5280 Solutions created a system to solve a customer’s need to a) gather mission-critical meeting information from high-ranking officials, b) create dashboards with custom KPIs and charts, c) perform detailed statistical analysis, and d) archive all information. The solution consists of the following SharePoint capabilities:

  • SharePoint Designer Workflows + SharePoint lists: A master calendar sends reminders to form submitters, tracks successful form submissions, and sends a follow up e-mail if form is not submitted within a set amount of time. All reminders contain links that pass parameters to an InfoPath form, and all parameters are editable using SharePoint lists. An additional workflow sends scheduled alerts to staff for month-end reporting, and provides dynamically-generated links to reports for that particular month. 
    SharePoint Designer workflow diagram

    SharePoint Designer workflow diagram

     

  • InfoPath Forms Server + Visual Studio 2008 + CAML + SharePoint lists: A single browser-based InfoPath form displays different data depending on variables passed through the URL, and further refines the options available as data is entered into the form’s fields. Master-detail relationships are achieved using CAML queries to SharePoint list data, and are displayed in repeating tables. Form options, such as meeting participant names, are pre-populated depending on the end user’s department (passed through a URL parameter) and also which meeting the end user selects. When the form is submitted, event handlers are used to push form data to various lists which are then used to build dashboards and reporting views. Event handlers are also used to move attachments to secured folders, create a link from the list item to the correct attachment, and flag the list item as having or not having an associated attachment (visual indicator flag acts as the link for the user). As forms are submitted, they are marked as complete on the master calendar, thereby cancelling any further follow up alerts. 
    Dynamic InfoPath form

    Dynamic InfoPath form

     

  • Open source chart API + calculated columns: A chart API uses calculations performed on a list to display pie charts and percentages. The interface consists of charts, color-coded indicators, and list views to allow maximum flexibility for statistical analysis. A clickable visual indicator is also displayed to show whether or not an item has an attachment, as defined by the event handlers described above. 
    Custom dashboard

    Custom dashboard

     

  • Custom web part + event handlers: A custom web part and event handlers allow the customer to archive data quickly and easily. When archived, views on applicable lists are automatically created, and these dynamically generated views are then accessible via the month-end reporting links sent by the master calendar workflow. 

    Custom web part for archiving

    Custom web part for archiving

     

Tangible results

Before this solution was in place, the entire grant program was at risk because data collection, reporting, and archiving were entirely manual processes. The customer did not have sufficient staff or processes to sustain a manual solution at the levels required by the grant.

After this solution was implemented, the customer was able to gain excellent buy-in for the data collection and reporting process because of the following points:

  • The reminder functionality provides a direct link to the correct form, thereby lowering the “activation energy” required to submit meeting information
  • The InfoPath form is clean, user-friendly, and displays only applicable information and choices

The customer’s staff members were empowered to meet team goals in ways not possible before, such as:

  • Higher quality and quantity of data collected so that grant requirements could be satisfied
  • Easy report generation and viewing
  • Easy editing of workflow-generated texts and other variables to evolve the solution over time to meet changing business needs
  • Easy editing of information and choices displayed by InfoPath through the use of SharePoint lists
  • Method to audit records for missing data, low participation rates, and other issues within the program

Feel free to contact us or leave a comment if you have questions about this solution.




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