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  • How to replace the SharePoint date calendar control with more user friendly jQuery calendar control

    - by ybbest
    When you use the SharePoint date and time type for date of birth field, you will notice that the calendar control is extremely non-user-friendly. You can only navigate month by month as shown below. To resolve the issue, you can customize the list form page using SharePoint designer and replace the OOB calendar control with popular jQuery control. The solution works for both SharePoint 2010,2013 and office365. Here are the steps for how to achieve this. 1. Open SharePoint designer and create a New List Form called customNew and set as default form for the selected type. 2. Open style library in file explorer and copy jQuery and jQuery UI files into the style library in SharePoint site. You can download the jQuery and jQuery UI from the web and the content of the contactPersonCustomNewForm.js is as below. I use the dd/mm/yy format as my locale in Regional Settings is English(New Zealand). You need to change this if you live in another country with different date format $(document).ready(function() { $("img#ctl00_m_g_540b9a50_52dc_4400_a58d_1db99555fddf_ff41_ctl00_ctl00_DateTimeField_DateTimeFieldDateDatePickerImage").parent().hide(); $("img#ctl00_m_g_540b9a50_52dc_4400_a58d_1db99555fddf_ff41_ctl00_ctl00_DateTimeField_DateTimeFieldDateDatePickerImage").hide(); $("input#ctl00_m_g_540b9a50_52dc_4400_a58d_1db99555fddf_ff41_ctl00_ctl00_DateTimeField_DateTimeFieldDate").datepicker({ changeMonth:true, changeYear:true, showOn: "button", buttonImage: "/_layouts/images/calendar.gif", buttonImageOnly: true, defaultDate:"01/01/1970", yearRange: "c-20:c+20", dateFormat: "dd/mm/yy" }); }); In order to get the image and textbox selector above , you can open IE developer toolbar(click F12) and find the control ID as below: 3. Open SharePoint designer and edit the newly created New List Form customNew.aspx in advance mode. Then copy and paste the following links in the PlaceHolderAdditionalPageHead. <SharePoint:CssRegistration name="<%$SPUrl:~SiteCollection/Style Library/themes/ui-lightness/jquery-ui.css%>" runat="server"/> <SharePoint:ScriptLink language="javascript" name="~sitecollection/Style Library/jquery-1.10.2.js" Defer="false" runat="server"/> <SharePoint:ScriptLink language="javascript" name="~sitecollection/Style Library/jquery-ui-1.10.4.custom.min.js" Defer="false" runat="server"/> <SharePoint:ScriptLink language="javascript" name="~sitecollection/Style Library/contactPersonCustomNewForm.js" Defer="false" runat="server"/>   4. Now go to the list and click add, you will see the new calendar control as shown below

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  • Tulsa SharePoint Interest Group – SharePoint 2010 Mini-Launch Event - Review

    - by dmccollough
    The Tulsa SharePoint Interest Group set a record for attendance last night at our SharePoint 2010 Mini-Launch Event. Approximately 40+ people showed up to listen to SharePoint MVP Eric Shupps, The SharePoint Cowboy to discuss all of the new features for both administrators and developers. All of the Tulsa SharePoint Interest Group Officers worked very hard to ensure that this event happened. We hosted our event at our local Dave & Busters and it was a great location with good food and great service. All of the officers of the Tulsa SharePoint Interest Group would like to extend a big Thank You to all of our sponsor that helped us in making our SharePoint 2010 Mini-Launch Event a reality.

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  • Tulsa SharePoint Interest Group – Meeting Reminder

    - by dmccollough
    Just a quick reminder that the Tulsa SharePoint Interest Group is having it’s monthly meeting this coming Monday April 12th @6:00 PM.   Please come see Corey Roth’s presentation on SharePoint 2010 Business Connectivity Services   We are going to be giving away some GREAT prizes XBox 360 – Halo 3 ODST Telerik Premium Collection ($1,300.00 value) ReSharper ($199.00 value) SQL Sets ($149.00 value) 64 Bit Windows 7 Infragistics NetAdvantage for .NET Platform ($1,195.00 value) You can click here for more information. You can click here to RSVP for the meeting.

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  • Tulsa SharePoint Interest Group - How SharePoint 2010 Business Connectivity Services could change yo

    - by dmccollough
    Bio: Corey Roth is a consultant at Stonebridge specializing in SharePoint solutions in the Oil & Gas Industry. He has ten plus years of experience delivering solutions in the energy, travel, advertising and consumer electronics verticals. Corey has always focused on rapid adoption of new Microsoft technologies including Visual Studio 2010, SharePoint 2010, .NET Framework 4.0, LINQ, and SilverLight. He also contributed greatly to the beta phases of Visual Studio 2005. For his contributions, he was awarded the Microsoft Award for Customer Excellence (ACE). Corey is a graduate of Oklahoma State University. Corey is a member of the .NET Mafia (www.dotnetmafia.com) where he blogs about the latest technology and SharePoint. Abstract: How SharePoint 2010 Business Connectivity Services could change your life - The New BDC How many hours have your wasted building simple ASP.NET applications to do nothing more than simple CRUD operations against a database.  Many tools have made this easier, but now it's so easy, you'll be up and running in minutes.  This session will show you hot easy it is to get started integrating external data from your line of business systems in SharePoint 2010.  You will learn how to register an external content type using SharePoint Designer based upon a database table or web service and then build an external list.  With external lists, you will see how you can perform CRUD operations on your line of business directly from SharePoint without ever having to do manual configuration in XML files.  Finally, we will walk through how to create custom edit forms for your list using InfoPath 2010. Agenda: 6pm - 6:30 Pizza and Mingle - Sponsored by TekSystems 6:30 - 6:45 Announcements 6:45 - 7:45 Presentation! 7:45 - 8:00 Drawings and Door Prizes Location: TCC (Tulsa Community College) Northeast Campus 3727 East Apache Tulsa, OK 74115 918-594-8000 Campus Map | Live | Yahoo | Google | MapQuest Door Prizes: We will be giving away one of each of these: XBox 360 - Halo 3 ODST Telerik Premium Collection ($1300.00 value) ReSharper ($199.00 value) SQLSets ($149.00 value) 64 bit Windows 7 Introducing Windows 7 for Developers Developing Service-Oriented AJAX Applications on the Microsoft Platform Sponsors: Thanks to our sponsors: TekSystems - Thanks for purchasing the Pizza for our meetings. ISOCentric - Thanks for providing us hosting for the groups web site. Tulsa Community College - Thanks for providing us a place to have our meetings. NEVRON - Thanks for providing us prizes to give away. INETA.org - For allowing us to be a Charter Member and providing awesome Speakers! PERPETUUM Software - Thanks for providing us prizes to give away. Telerik - Thanks for providing us prizes to give away. GrapeCity - Thanks for providing us prizes to give away. SQLSets - Thanks for providing us prizes to give away. K2 - Thanks for providing us prizes to give away. Microsoft - For providing us with a lot of support and product giveaways! Orielly books - For providing us with books and discounts. Wrox books - For providing us with books and discounts. Have any special requests? Let us know at this link: http://tinyurl.com/lg5o38. RSVP for this month's meeting by responding to this thread: http://tinyurl.com/yafkzel . (Must be logged in to the site) Be SURE to RSVP no later than Noon on April 12th and you will get an extra entry for the prize drawings! So, do it now, before you forget and miss out! Show up for the first time or bring a new buddy and you both get TWO extra entries!

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  • Tulsa SharePoint Interest Group – SharePoint 2010 Mini-Launch Event

    - by dmccollough
    Tulsa SharePoint Interest Group Presents a SharePoint 2010 Mini-Launch Event featuring Special guest speaker Eric Shupps, The SharePoint Cowboy A GREAT big Thank You to our sponsors for making this happen. Please take a minute and visit their websites.   Note: We have limited seating available for this event so please sign up now by clicking here. When: Thursday May 13th 2010 Where: Dave & Busters 6812 S. 105th East Ave Tulsa, Oklahoma 74133 Click here for directions Time: 6:00 PM Prizes, Prizes, Prizes We will be giving away some great prizes at this event, including: Studio for SharePoint (Enterprise license) valued at $6,500.00 Telerik Premium Collection valued at $1,299.00 Infragistics NetAdvantage for .NET Platform valued at $1,195.00 64 Bit Windows 7 Ultimate DevExpress CodeRush and Refactor! Pro valued at $250.00 JetBrains ReSharper valued at $199.00 Microsoft Arc Mouse Xbox 360 Game – Halo 3 ODST Xbox 360 Game – Forza Motorsport 3 Note: We have limited seating available for this event so please sign up now by clicking here.  

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  • When SharePoint Designer has its own designs

    - by PeterBrunone
    Recently, a colleague came to me with a simple task and an inscrutable error.  He just wanted to populate a text field with a querystring value.  If you've ever done this in SPD, you know it's fairly simple:  create a parameter, map it to a querystring value, and then use the resulting parameter name in your form field. Having done so, however, he was told the following by the ASP.NET "yellow barf page": The 'Text' property of 'asp:TextBox' does not allow child objects. As it turns out, he had done everything correctly.  The problem was that SharePoint Designer had decided the best place for his FieldDescription control was INSIDE the TextBox control.  Obviously the compiler doesn't know what to do with that.  When the FieldDescription was moved to a less obtrusive location, everything worked as expected.The moral of the story is, as always, don't trust what any WYSIWYG tool gives you.  If it looks great, then fine.  However, if there's a problem, remember that Design mode was written by human beings who make mistakes... just like the rest of us.Take THAT, Skynet.

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  • SharePoint 2010 MSDN Labs

    - by Kelly Jones
    Eric Ligman, from Microsoft, posted a great blog post this week listing all of the SharePoint 2010 Virtual Labs that are available from Microsoft.  His blog entry is here: http://blogs.msdn.com/b/mssmallbiz/archive/2012/03/13/sharepoint-server-2010-msdn-virtual-labs-available-to-you-online-plus-more-sharepoint-2010-resources.aspx He also posted other resources as well. I’ve copied his Virtual Lab links here: SharePoint Server 2010 Virtual Labs MSDN Virtual Lab: SharePoint Server 2010: Introduction MSDN Virtual Lab: Getting Started with SharePoint 2010 MSDN Virtual Lab: SharePoint 2010 User Interface Advancements MSDN Virtual Lab: SharePoint Server 2010 Connectors & Using the Business Data Connectivity (BDC) Service MSDN Virtual Lab: SharePoint Server 2010: Advanced Search Security MSDN Virtual Lab: SharePoint Server 2010: Configuring Search UIs MSDN Virtual Lab: SharePoint Server 2010: Content Processing and Property Extraction MSDN Virtual Lab: SharePoint Server 2010: Developing a Custom Connector MSDN Virtual Lab: SharePoint Server 2010: Fast Search Web Crawler MSDN Virtual Lab: SharePoint Server 2010: Federated Search MSDN Virtual Lab: SharePoint Server 2010: Linguistics MSDN Virtual Lab: SharePoint Server 2010: People Search Administration and Management MSDN Virtual Lab: SharePoint Server 2010: Relevancy and Ranking MSDN Virtual Lab: Customizing MySites MSDN Virtual Lab: Designing Lists and Schemas MSDN Virtual Lab: Developing a BCS External Content Type with Visual Studio 2010 MSDN Virtual Lab: Developing a Sandboxed Solution with Web Parts MSDN Virtual Lab: Developing a Visual Web Part in Visual Studio 2010 MSDN Virtual Lab: Developing Business Intelligence Applications MSDN Virtual Lab: Enterprise Content Management MSDN Virtual Lab: LINQ to SharePoint 2010 MSDN Virtual Lab: Visual Studio SharePoint Tools MSDN Virtual Lab: Workflow In addition to the SharePoint Server 2010 Virtual Labs, here are a few other SharePoint 2010 resources that I thought you might also be interested in: Technical reference for Microsoft SharePoint Server 2010 SharePoint 2010: IT Pro Evaluation Guide Connecting SharePoint 2010 to Line-of-Business Systems to Deliver Business-Critical Solutions Configure SharePoint Server 2010 as a Single Server with Microsoft SQL Server: Test Lab Guide Microsoft SQL Server 2012 Reporting Services Add-in for Microsoft SharePoint Technologies 2010 Deploying FAST Search Server 2010 for SharePoint FAST Search Server 2010 for SharePoint Add or Remove an Index Column Upgrade worksheet for SharePoint Server 2010 Microsoft SharePoint Server 2010 Technical Library in Compiled Help format Microsoft SharePoint Foundation 2010 Technical Library in Compiled Help format Microsoft FAST Search Server 2010 for SharePoint Technical Library in Compiled Help format Microsoft Reseller partner Learning Path Microsoft solutions partners and ISVs Learning Path Microsoft partner Practice Accelerator for SharePoint Microsoft partner SharePoint 2010 Internal Use Licenses SharePoint Case Studies SharePoint MSDN Forums SharePoint TechNet Forums Microsoft SharePoint 2010 page on Microsoft Partner Network portal

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  • SharePoint 2010 Workflow for Multiple Items (Architecture)

    - by erobillard
    I had the question today of whether SharePoint 2010 supports workflow on multiple items, since Groove's workflow apparently supported multiple items and that model disappeared when Groove Workspaces were amalgamated into SharePoint Sites and SharePoint Workspace (the client utility). It's a great question, the short answer is that yes, it's possible. You could brute-force it in 2007 and that strategy should still carry over to 2010, and 3 new features (that I can think of) support multi-item scenarios...(read more)

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  • SharePoint Business Connectivity Services (BCS) Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'

    - by g18c
    I am running SharePoint 2010 with SQL 2012, I am trying to get Business Connectivity Services (BCS) running but I am facing a double-hope authentication issue. Everytime I try to connect to the external BCS list created in SharePoint designer, I get the error Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. In the event viewer on the SQL server I see a login failure for an anonymous user from the SP server IP address. Background information below: I have enabled Kerberos under SharePoint Central admin. I have the following AD domain accounts: SP_Farm - main website pool SP_Services - for SharePoint services (including BCS) SQL_Engine - SQL database engine I then created the following with SetSPN: SetSPN -S http/intranet mydomain\SP_Farm SetSPN -S http/intranet.mydomain.local mydomain\SP_Farm SetSPN -S SPSvc/SPS mydomain\SP_Farm SetSPN -S MSSQLSvc/SQL1 mydomain\SQL_DatabaseEngine SetSPN -S MSSQLSvc/SQL1.mydomain.local mydomain\SQL_DatabaseEngine SetSPN -S MSSQLSvc/SQL1:1433 mydomain\SQL_DatabaseEngine SetSPN -S MSSQLSvc/SQL1.mydomain.local:1433 mydomain\SQL_DatabaseEngine I then delegated the AD accounts for any authentication protocol to the following: SP_Farm - SP_Farm (http service type, intranet) SP_Farm - SQL_DatabaseEngine (MSSQLSvc, sql1) SP_Service - SP_Service (SPSvc) SP_Service - SQL_DatabaseEngine (MSSQLSvc, sql1) I have also checked the WFE is being logged on to with Kerberos, with the WFE server event log showing event ID 4624 with Kerberos authentication, this is OK. The SQL is also showing connections authenticated as Kerberos from the WFE with the following query: Select s.session_id, s.login_name, s.host_name, c.auth_scheme from sys.dm_exec_connections c inner join sys.dm_exec_sessions s on c.session_id = s.session_id Despite the above, credentials are not passed from the client through the SharePoint server to the SQL server, only the anonymous account is used. I get the following error in the WFE server for 'BusinessData' ID 8080: Could not open connection using 'data source=sql1.mydomain.local;initial catalog=MSCRM;integrated security=SSPI;pooling=true;persist security info=false' in App Domain '/LM/W3SVC/1848937658/ROOT-1-129922939694071446'. The full exception text is: Login failed for user 'NT AUTHORITY\ANONYMOUS LOGON'. If I set a username and password with the Secure Store Service and set the external list to use the impersonated credentials, the list works. Any ideas what I have missed and what can be tried next?

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  • SharePoint.DesignFactory.ContentFiles–building WCM sites

    - by svdoever
    One of the use cases where we use the SharePoint.DesignFactory.ContentFiles tooling is in building SharePoint Publishing (WCM) solutions for SharePoint 2007, SharePoint 2010 and Office365. Publishing solutions are often solutions that have one instance, the publishing site (possibly with subsites), that in most cases need to go through DTAP. If you dissect a publishing site, in most case you have the following findings: The publishing site spans a site collection The branding of the site is specified in the root site, because: Master pages live in the root site (/_catalogs/masterpage) Page layouts live in the root site (/_catalogs/masterpage) The style library lives in the root site ( /Style Library) and contains images, css, javascript, xslt transformations for your CQWP’s, … Preconfigured web parts live in the root site (/_catalogs/wp) The root site and subsites contains a document library called Pages (or your language-specific version of it) containing publishing pages using the page layouts and master pages The site collection contains content types, fields and lists When using the SharePoint.DesignFactory.ContentFiles tooling it is very easy to create, test, package and deploy the artifacts that can be uploaded to the SharePoint content database. This can be done in a fast and simple way without the need to create and deploy WSP packages. If we look at the above list of artifacts we can use SharePoint.DesignFactory.ContentFiles for master pages, page layouts, the style library, web part configurations, and initial publishing pages (these are normally made through the SharePoint web UI). Some artifacts like content types, fields and lists in the above list can NOT be handled by SharePoint.DesignFactory.ContentFiles, because they can’t be uploaded to the SharePoint content database. The good thing is that these artifacts are the artifacts that don’t change that much in the development of a SharePoint Publishing solution. There are however multiple ways to create these artifacts: Use paper script: create them manually in each of the environments based on documentation Automate the creation of the artifacts using (PowerShell) script Develop a WSP package to create these artifacts I’m not a big fan of the third option (see my blog post Thoughts on building deployable and updatable SharePoint solutions). It is a lot of work to create content types, fields and list definitions using all kind of XML files, and it is not allowed to modify these artifacts when in use. I know… SharePoint 2010 has some content type upgrade possibilities, but I think it is just too cumbersome. The first option has the problem that content types and fields get ID’s, and that these ID’s must be used by the metadata on for example page layouts. No problem for SharePoint.DesignFactory.ContentFiles, because it supports deploy-time resolving of these ID’s using PowerShell. For example consider the following metadata definition for the page layout contactpage-wcm.aspx.properties.ps1: Metadata page layout # This script must return a hashtable @{ name=value; ... } of field name-value pairs # for the content file that this script applies to. # On deployment to SharePoint, these values are written as fields in the corresponding list item (if any) # Note that fields must exist; they can be updated but not created or deleted. # This script is called right after the file is deployed to SharePoint.   # You can use the script parameters and arbitrary PowerShell code to interact with SharePoint. # e.g. to calculate properties and values at deployment time.   param([string]$SourcePath, [string]$RelativeUrl, $Context) @{     "ContentTypeId" = $Context.GetContentTypeID('GeneralPage');     "MasterPageDescription" = "Cloud Aviator Contact pagelayout (wcm - don't use)";     "PublishingHidden" = "1";     "PublishingAssociatedContentType" = $Context.GetAssociatedContentTypeInfo('GeneralPage') } The PowerShell functions GetContentTypeID and GetAssociatedContentTypeInfo can at deploy-time resolve the required information from the server we are deploying to. I personally prefer the second option: automate creation through PowerShell, because there are PowerShell scripts available to export content types and fields. An example project structure for a typical SharePoint WCM site looks like: Note that this project uses DualLayout. So if you build Publishing sites using SharePoint, checkout out the completely free SharePoint.DesignFactory.ContentFiles tooling and start flying!

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  • The relative effort of SharePoint 2010 vs. 2007

    - by erobillard
    SharePoint 2007 was the best demo-ware ever. It’s like going to the pet store and seeing a great dog that does backflips all kinds of tricks – and it really is a smart dog and it does all those tricks – but when you get it home you realize that what you need is a dog that gets the paper. SharePoint 2007 can be trained, but is fundamentally a platform where Microsoft's priority was to get the infrastructure right – to make it trainable and extensible. Because it was great demo-ware it caught on like...(read more)

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  • Enterprise SharePoint 2010 Hosting, SharePoint Foundation 2010 Hosting, SharePoint Standard 2010 Hos

    - by Michael J. Hamilton, Sr.
    Enterprise SharePoint 2010 Hosting, SharePoint Foundation 2010 Hosting, SharePoint Standard 2010 Hosting, Michigan Sclera, a Microsoft Hosted Services Provider Partner, is offering key Service Offerings around the Microsoft SharePoint Server 2010 stack. Specifically – if you’re looking for SharePoint Foundation, SharePoint Standard or Enterprise 2010 hosting provisions, checkout the Service Offerings from Sclera Hosting (www.sclerahosting.com) and compare with some of the lowest prices available on the web today. I wanted to post this so you could shot around and compare. There are a couple of the larger on demand hosting agencies (247hosting, and fpweb hosting) – that charge outrageous fees  - like $350 a month for SharePoint Foundation 2010 hosting. The most incredible part? This is on a shared domain name – not the client’s domain. It’s hosting on something like .sharepointsites.com">.sharepointsites.com">http://<yourSiteName>.sharepointsites.com – or something crazy like that. Sclera Hosting provides you on demand – SharePoint Foundation, SharePoint Server Standard/Enterprise – 2010 RTM bits – within minutes of your order – ON YOUR DOMAIN – and that is a major perk for me. You have complete SharePoint Designer 2010 integration; complete support for custom assemblies, web parts, you name it – this hosting provider gives you more bang for buck than any provider on the Net today. Now – some teasers – I was in a meeting this week and I heard – SharePoint Foundation – 2010 RTM bits – unlimited users, 10 GB content database quota, full SharePoint Designer 2010 integration/support, all on the client’s domain – sit down and soak this up - $175.00 per month – no kidding. Now, I do not know about you – but – I have not seen a deal like that EVER on the Net – so – get over to www.sclerahosting.com – or email the Sales Team at Sclera Design, Inc. today for more details. Have a great weekend!

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  • SharePoint 2010 Service Pack 1

    - by Ricardo Peres
    Install updates by this order: SharePoint Foundation 2010 SP1 SharePoint Foundation 2010 Language Packs SP1 SharePoint Server 2010 SP1 SharePoint Server 2010 SP1 Language Packs SP1 June 2011 Cumulative Update After installing any of these packages, run the SharePoint 2010 Products Configuration Wizard. Also, you may want to read this: Service Pack 1 (SP1) for Microsoft SharePoint Foundation 2010 and Microsoft SharePoint Server 2010 (white paper) Description of SharePoint Server 2010 SP1

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  • Truly understand the threshold for document set in document library in SharePoint

    - by ybbest
    Recently, I am working on an issue with threshold. The problem is that when the user navigates to a view of the document library, it displays the error message “list view threshold is exceeded”. However, in the view, it has no data. The list view threshold limit is 5000 by default for the non-admin user. This limit is not the number of items returned by your query; it is the total number of items the database needs to read to calculate the returned result set. So although the view does not return any result but to calculate the result (no data to show), it needs to access more than 5000 items in the database. To fix the issue, you need to create an index for the column that you use in the filter for the view. Let’s look at the problem in details. You can download a solution to replicate this issue here. 1. Go to Central Admin ==> Web Application Management ==>General Settings==> Click on Resource Throttling 2. Change the list view threshold in web application from 5000 to 2000 so that I can show the problem without loading more than 5000 items into the list. FROM TO 3. Go to the page that displays the approved view of the Loan application document set. It displays the message as shown below although I do not have any data returned for this view. 4. To get around this, you need to create an index column. Go to list settings and click on the Index columns. 5. Click on the “Create a new index” link. 6. Select the LoanStatus field as I use this filed as the filter to create the view. 7. After the index is created now I can access the approved view, as you can see it does not return any data. Notes: List View Threshold: Specify the maximum number of items that a database operation can involve at one time. Operations that exceed this limit are prohibited. References: SharePoint lists V: Techniques for managing large lists Manage large SharePoint lists for better performance http://blogs.technet.com/b/speschka/archive/2009/10/27/working-with-large-lists-in-sharepoint-2010-list-throttling.aspx

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  • Installing SharePoint 2010 and PowerPivot for SharePoint on Windows 7

    - by smisner
    Many people like me want (or need) to do their business intelligence development work on a laptop. As someone who frequently speaks at various events or teaches classes on all subjects related to the Microsoft business intelligence stack, I need a way to run multiple server products on my laptop with reasonable performance. Once upon a time, that requirement meant only that I had to load the current version of SQL Server and the client tools of choice. In today's post, I'll review my latest experience with trying to make the newly released Microsoft BI products work with a Windows 7 operating system.The entrance of Microsoft Office SharePoint Server 2007 into the BI stack complicated matters and I started using Virtual Server to establish a "suitable" environment. As part of the team that delivered a lot of education as part of the Yukon pre-launch activities (that would be SQL Server 2005 for the uninitiated), I was working with four - yes, four - virtual servers. That was a pretty brutal workload for a 2GB laptop, which worked if I was very, very careful. It could also be a finicky and unreliable configuration as I learned to my dismay at one TechEd session several years ago when I had to reboot a very carefully cached set of servers just minutes before my session started. Although it worked, it came back to life very, very slowly much to the displeasure of the audience. They couldn't possibly have been less pleased than me.At that moment, I resolved to get the beefiest environment I could afford and consolidate to a single virtual server. Enter the 4GB 64-bit laptop to preserve my sanity and my livelihood. Likewise, for SQL Server 2008, I managed to keep everything within a single virtual server and I could function reasonably well with this approach.Now we have SQL Server 2008 R2 plus Office SharePoint Server 2010. That means a 64-bit operating system. Period. That means no more Virtual Server. That means I must use Hyper-V or another alternative. I've heard alternatives exist, but my few dabbles in this area did not yield positive results. It might have been just me having issues rather than any failure of those technologies to adequately support the requirements.My first run at working with the new BI stack configuration was to set up a 64-bit 4GB laptop with a dual-boot to run Windows Server 2008 R2 with Hyper-V. However, I was generally not happy with running Windows Server 2008 R2 on my laptop. For one, I couldn't put it into sleep mode, which is helpful if I want to prepare for a presentation beforehand and then walk to the podium without the need to hold my laptop in its open state along the way (my strategy at the TechEd session long, long ago). Secondly, it was finicky with projectors. I had issues from time to time and while I always eventually got it to work, I didn't appreciate those nerve-wracking moments wondering whether this would be the time that it wouldn't work.Somewhere along the way, I learned that it was possible to load SharePoint 2010 in a Windows 7 which piqued my interest. I had just acquired a new laptop running Windows 7 64-bit, and thought surely running the BI stack natively on my laptop must be better than running Hyper-V. (I have not tried booting to Hyper-V VHD yet, but that's on my list of things to try so the jury of one is still out on this approach.) Recently, I had to build up a server with the RTM versions of SQL Server 2008 R2 and Sharepoint Server 2010 and decided to follow suit on my Windows 7 Ultimate 64-bit laptop. The process is slightly different, but I'm happy to report that it IS possible, although I had some fits and starts along the way.DISCLAIMER: These products are NOT intended to be run in production mode on the Windows 7 operating system. The configuration described in this post is strictly for development or learning purposes and not supported by Microsoft. If you have trouble, you will NOT get help from them. I might be able to help, but I provide no guarantees of my ability or availablity to help. I won't provide the step-by-step instructions in this post as there are other resources that provide these details, but I will provide an overview of my approach, point you to the relevant resources, describe some of the problems I encountered, and explain how I addressed those problems to achieve my desired goal.Because my goal was not simply to set up SharePoint Server 2010 on my laptop, but specifically PowerPivot for SharePoint, I started out by referring to the installation instructions at the PowerPiovt-Info site, but mainly to confirm that I was performing steps in the proper sequence. I didn't perform the steps in Part 1 because those steps are applicable only to a server operating system which I am not running on my laptop. Then, the instructions in Part 2, won't work exactly as written for the same reason. Instead, I followed the instructions on MSDN, Setting Up the Development Environment for SharePoint 2010 on Windows Vista, Windows 7, and Windows Server 2008. In general, I found the following differences in installation steps from the steps at PowerPivot-Info:You must copy the SharePoint installation media to the local drive so that you can edit the config.xml to allow installation on a Windows client.You also have to manually install the prerequisites. The instructions provides links to each item that you must manually install and provides a command-line instruction to execute which enables required Windows features.I will digress for a moment to save you some grief in the sequence of steps to perform. I discovered later that a missing step in the MSDN instructions is to install the November CTP Reporting Services add-in for SharePoint. When I went to test my SharePoint site (I believe I tested after I had a successful PowerPivot installation), I ran into the following error: Could not load file or assembly 'RSSharePointSoapProxy, Version=10.0.0.0, Culture=neutral, PublicKeyToken=89845dcd8080cc91' or one of its dependencies. The system cannot find the file specified. I was rather surprised that Reporting Services was required. Then I found an article by Alan le Marquand, Working Together: SQL Server 2008 R2 Reporting Services Integration in SharePoint 2010,that instructed readers to install the November add-in. My first reaction was, "Really?!?" But I confirmed it in another TechNet article on hardware and software requirements for SharePoint Server 2010. It doesn't refer explicitly to the November CTP but following the link took me there. (Interestingly, I retested today and there's no longer any reference to the November CTP. Here's the link to download the latest and greatest Reporting Services Add-in for SharePoint Technologies 2010.) You don't need to download the add-in anymore if you're doing a regular server-based installation of SharePoint because it installs as part of the prerequisites automatically.When it was time to start the installation of SharePoint, I deviated from the MSDN instructions and from the PowerPivot-Info instructions:On the Choose the installation you want page of the installation wizard, I chose Server Farm.On the Server Type page, I chose Complete.At the end of the installation, I did not run the configuration wizard.Returning to the PowerPivot-Info instructions, I tried to follow the instructions in Part 3 which describe installing SQL Server 2008 R2 with the PowerPivot option. These instructions tell you to choose the New Server option on the Setup Role page where you add PowerPivot for SharePoint. However, I ran into problems with this approach and got installation errors at the end.It wasn't until much later as I was investigating an error that I encountered Dave Wickert's post that installing PowerPivot for SharePoint on Windows 7 is unsupported. Uh oh. But he did want to hear about it if anyone succeeded, so I decided to take the plunge. Perseverance paid off, and I can happily inform Dave that it does work so far. I haven't tested absolutely everything with PowerPivot for SharePoint but have successfully deployed a workbook and viewed the PowerPivot Management Dashboard. I have not yet tested the data refresh feature, but I have installed. Continue reading to see how I accomplished my objective.I unintalled SQL Server 2008 R2 and started again. I had different problems which I don't recollect now. However, I uninstalled again and approached installation from a different angle and my next attempt succeeded. The downside of this approach is that you must do all of the things yourself that are done automatically when you install PowerPivot as a new server. Here are the steps that I followed:Install SQL Server 2008 R2 to get a database engine instance installed.Run the SharePoint configuration wizard to set up the SharePoint databases.In Central Administration, create a Web application using classic mode authentication as per a TechNet article on PowerPivot Authentication and Authorization.Then I followed the steps I found at How to: Install PowerPivot for SharePoint on an Existing SharePoint Server. Especially important to note - you must launch setup by using Run as administrator. I did not have to manually deploy the PowerPivot solution as the instructions specify, but it's good to know about this step because it tells you where to look in Central Administration to confirm a successful deployment.I did spot some incorrect steps in the instructions (at the time of this writing) in How To: Configure Stored Credentials for PowerPivot Data Refresh. Specifically, in the section entitled Step 1: Create a target application and set the credentials, both steps 10 and 12 are incorrect. They tell you to provide an actual Windows user name and password on the page where you are simply defining the prompts for your application in the Secure Store Service. To add the Windows user name and password that you want to associate with the application - after you have successfully created the target application - you select the target application and then click Set credentials in the ribbon.Lastly, I followed the instructions at How to: Install Office Data Connectivity Components on a PowerPivot server. However, I have yet to test this in my current environment.I did have several stops and starts throughout this process and edited those out to spare you from reading non-essential information. I believe the explanation I have provided here accurately reflect the steps I followed to produce a working configuration. If you follow these steps and get a different result, please let me know so that together we can work through the issue and correct these instructions. I'm sure there are many other folks in the Microsoft BI community that will appreciate the ability to set up the BI stack in a Windows 7 environment for development or learning purposes. Share this post: email it! | bookmark it! | digg it! | reddit! | kick it! | live it!

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  • Reverse-engineer SharePoint fields, content types and list instance—Part2

    - by ybbest
    Reverse-engineer SharePoint fields, content types and list instance—Part1 Reverse-engineer SharePoint fields, content types and list instance—Part2 In the part1 of this series, I demonstrated how to use VS2010 to Reverse-engineer SharePoint fields, content types and list instances. In the part 2 of this series, I will demonstrate how to do the same using CKS:Dev. CKS:Dev extends the Visual Studio 2010 SharePoint project system with advanced templates and tools. Using these extensions you will be able to find relevant information from your SharePoint environments without leaving Visual Studio. You will have greater productivity while developing SharePoint components and you will have greater deployment capabilities on your local SharePoint installation. You can download the complete solution here. 1. First, download and install appropriate CKS:Dev from CodePlex. If you are using SharePoint Foundation 2010 then download and install the SharePoint Foundation 2010 version If you are using SharePoint Server 2010 then download and install the SharePoint Server 2010 version 2. After installation, you need to restart your visual studio and create empty SharePoint. 3. Go to Viewà Server Explorer 4. Add SharePoint web application connection to the server explorer. 5. After add the connection, you can browse to see the contents for the Web Application. 6. Go to Site Columns à YBBEST (Custom Group of you own choice) and right-click the YBBEST Folder and Click Import Site Columns. 7. Go to ContentTypesà YBBEST (Custom Group of you own choice) and right-click the YBBEST Folder and Click Import Content Types. 8. After the import completes, you can find the fields and contentTypes in the SharePoint project below. Of course you need to do some modification to your current project to make it work. 9. Next, create list instances using list instance item template in Visual Studio 10. Finally, create lookup columns using the feature receivers and the final project will look like this. You can download the complete solution here.

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  • Install SharePoint 2013 on a two server farm

    - by sreejukg
    When SharePoint 2010 was released, I published an article on how to install SharePoint on a two server farm. You can find that article from the below link. http://weblogs.asp.net/sreejukg/archive/2010/09/28/install-sharepoint-2010-in-a-farm-environment.aspx Now it is the time for SharePoint 2013. SharePoint 2013 brings lots of improvements to the topologies, but still supports two-server architecture. Be noted that “two-server architecture” is meant for small implementations with limited service applications. Refer the below link to understand more about the SharePoint architecture http://technet.microsoft.com/en-us/sharepoint/fp123594.aspx A two tier farm consists of a database server and a web/application server as follows. In this article I am going to explain how to install SharePoint in a two server farm. I prepared 2 servers, both of them joined to a domain(SP2013Domain), and in one server I installed SQL Server 2012 (Server name: SP2013_DB). Now I am going to install SharePoint 2013 in the second server (Server Name: SP2013). The following domain accounts are created for the installation.   User Account Purpose Server roles required SQLService - SQL Server service account - This account is used as the service account for SQL Server. - domain user account / local account spSetup - You will be running SharePoint setup and SharePoint products and configuration wizard using this account. -domain user account - Member of the Administrators group on each server on which Setup is run(In our case SP2013) - SQL Server login on the computer running SQL Server - Member of the Server admin SQL Server security role spDataaccess - Configure and manage server farm. This - Application pool identity for central admin website - Microsoft SharePoint Foundation Workflow Timer Service Domain user account (Other permissions will be set to this account automatically)   The above are the minimum list of accounts needed for SharePoint 2013 installation. Now you need additional accounts for services, application pool identities for web applications etc. Refer the service accounts requirements for SharePoint from the below link. http://technet.microsoft.com/en-us/library/cc263445.aspx In order to install SharePoint 2013 login to the server using setup account(spsetup). Now run the setup from the installation media. First you need to install the pre-requisites. During the installation process, the server may restart several times. The installation wizard will guide you through the installation. In the next step, you need to agree on the terms and conditions as usual. Once you click next, the installation will start immediately. The installation wizard will let you know the progress of the installation. During the installation you may receive notifications to restart the server, you need to just click the finish button so that the system will be restarted. Once all the pre-requisites are installed, you will get the success message as below. Click finish to close the dialog. Now from the media, run the setup again and this time you choose install SharePoint server. In the next screen, you need to enter the product key, and then click continue. Now you need to agree on the terms and conditions for SharePoint 2013, and click continue. Choose the file location as per your policies and click on the install now button. You will see the installation progress. Once completed, you will see the installation completed dialog. Make sure you select the run products and configuration wizard option and click close. From the start screen, click next to start the configuration wizard. You will receive warning telling you some of the services will be stopped during the installation. Select “create new server farm” radio button and click next. In the next step, you need to enter the configuration database settings. Enter the database server details and then specify the database access account. You need to specify the farm account(spdataaccess). The wizard will grant additional privileges to the account as needed. In the next step you need to specify the passphrase, you need to note this as you need this passphrase if you add additional server to the farm. In the next step, you need to enter the central administration website port and security settings. You can choose a port or just keep it as suggested by the wizard. Click next, you will see the summary of what you have been selected. Verify the selected settings and if you want to change any, just click back and change them, or click continue to start the configuration. The configuration may take some time, you can view the progress, in case of any error, you will get the log file, you need to fix any error and again start the configuration wizard. Once the configuration successful, you will see the success message. Just click finish. Now you can browse the central administration website. It is good to check the health analyzer to review whether there are any errors/warnings. No warnings/errors indicate a good installation. Two-Server architecture is the least configuration for production environments. For small firms with less number of employees can implement SharePoint 2013 using this topology and as the workload increases, they can add more servers to the farm without reconstructing everything.

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  • Cannot install SQL Server (2012) PowerPivot for SharePoint, always fails Sharepoint Version check

    - by ProfessionalAmateur
    Trying to install a fresh install of Sharepoint 2010 (w/ SP1) and SQL Server 2012 PowerPivot for Sharepoint. The prerequisites clearly show that Sharepoint 2010 SP1 is needed, which we have installed. However after when trying to install the SQL Server portion we consistently fail the rule SharePoint version requirement for PowerPivot for SharePoint' validation in theSQL Server` install process. Here is the process we are following: 1. install Sharepoint 2010 2. install Sharepoint 2010 SP1 3. install SQL Server 2012 PowerPivot for SharePoint Here is a screen shot of the error and the log file error. We are completely stuck at this point, anyone run into this before?

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  • Links on SharePoint 2010 Master Page not changed based on Alternate Access Mappings

    - by victor_c
    We are creating a custom branded Master Page in SharePoint 2010. To make the page similar to a legacy page we have implemented an html based custom dropdown navigation menu we had in place directly on the Master Page (consisted of basic HTML elements ULs and LIs with A tags styled with a CSS class). I assumed the links from the basic HTML on the page would be subject to Alternate Access Mappings currently in place, but it seems to not be the case. On a test page opened in 3 different URLs (http://sharepoint2010, http://sharepoint2010.mydomain.com, https://sharepoint2010.mydomain.com) the links from a WIKI page are modified as I expected, but the links from the Custom Navigation Menu (plain HTML on the Master Page) are not modified. I can see where that would be useful... But is there a way that I can add links on the MasterPage in a way that SharePoint parses them first, making them subject to Alternate Access Mapping translation? I tried placing a link inside a SPLinkButton control, but it didn't achieve the desired behavior. e.g. <ul id="navmenu"> <li><SharePoint:SPLinkButton runat="server" NavigateUrl="http://sharepoint2010">sharepoint link</SharePoint:SPLinkButton></li> <li><a href="http://sharepoint2010">sharepoint2010</a></li> <li>test</li> </ul> When I access the page via https://sharepoint2010.mydomain.com the links above are still http://sharepoint2010 rather than https://sharepoint2010.mydomain.com Any thoughts? Thanks, Victor

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  • Installing SharePoint 2010 in one machine with built in database

    - by sreejukg
    It is very easy to deploy SharePoint 2010 in a single server using the built-in database. Normally one need to choose such installation for evaluation purposes. When installing with default settings, setup installs Microsoft SQL server 2008 express database along with SharePoint. After installing SharePoint, you need to run SharePoint products and technology configuration wizard which will install central admin website and creates the configuration database and content database for SharePoint sites. Limitations 1. You can not perform this installation on a domain controller 2. The maximum size for express edition database is 4 GB SharePoint 2010 only supports 64 bit operating systems. The installation steps are for windows server r2 64 bit enterprise edition. Installation steps The first screen for the installation is as follows As a first step you need to install the s/w prerequisites. Click on the corresponding link Click next, here you have to agree on the license terms. Select the checkbox and then click next. The installation will starts. The progress will be updated in the screen. This may take some time as during this process, there are some components needs to be downloaded from internet. Make sure you are connected to the internet, then only the installation will become a success. If any error occurs, it will display the error, you need to configure in order to continue. If everything ok you will receive the following success page. Click finish to exit the installation window. Now from the first screen, select Install SharePoint server. This will install SharePoint and SQL server 2008 express edition. First you need to enter the product key for SharePoint. Enter the product key and clicks continue. Now you need to accept the license agreement. Select the checkbox and click on continue. Select the installation type you want.   Now click on the standalone button. In production scenario, you need to select the server farm installation. This article only cover the first option, installing server farm is not in the scope of this article. Once you click on the standalone, the installation starts and you can view the progress as below. If any error occurred during installation, you will get the details and link to the log file. Refer log file and fix the corresponding issue and then start the installation again. If installation completes without any error, you will see the below screen. Make sure you selected the check box “Run the SharePoint products Configuration Wizard now” and click close. The SharePoint products configuration wizard starts. Click next; you will get the following warning Click yes and the configuration steps starts. You can view the progress for each step. Once completed the below screen appears to the user. Click finish to complete the installation. Now SharePoint installation is completed. You can navigate to SharePoint central administration website from the administrative tools and start building your portal. Good luck

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  • SharePoint 2010 release date - is it that important?

    - by CharlesLee
    There has been lots of excitement in the SharePoint community over the last few days as Microsoft have announced the official release date of SharePoint 2010. May 12th is the date for your diaries (RTM in April.) The twittersphere has been telling everyone for the last few days about this news and there is much excitement. The major conferences this year all seem to have a SharePoint 2010 focus and some are entirely focussed on the new product (e.g. SharePoint Evolution Conference.)  Now by all accounts Microsoft have plugged some significant functionality gaps that exist in WSS 3.0 and MOSS 2007 and provided some exciting new functionality.  You don't need me to tell you about these as the MVPs (and other community members) are doing a sterling job, after all that is why Microsoft has MVPs in the first place. Lets get real for a second though as there is a significant investment involved in moving to SharePoint 2010:  Firstly you need 64 bit architecture across the board, now for some environments that is no inconsequential hurdle, that's a pretty significant roadblock.   The development farm, test farm and UAT farm are all going to require the same infrastructure upgrades. To take advantage of the tooling for SP2010 you will need to upgrade to Visual Studio 2010 and your development team is going to require 64 bit hardware/OS too.  I would not recommend installing SP 2010 in client installation mode (i.e. for Windows 7) on your developer machines, I would use this for demo machines only. Something that lots of people seem to forget in all their whooping and hollering about the new release is that there is a large amount of end user training going to be required as the browser UI has now adopted the omnipotent ribbon interface and there are other new and more complicated features. SharePoint Designer has also entirely changed in both look and feel and some significant feature changes have taken place. Lest we should forget that some companies have not long upgraded to MOSS 2007 and are yet to see a significant ROI for that project. And the reticence that most companies feel about implementing v1 Microsoft products.  This is only the surface of the deeper issues which would be involved in any upgrade process, so I guess I share a small part of the concern voiced by Mark Miller of EndUserSharePoint.com.  Is SharePoint 2010 relevant? I don't share this sentiment in its entirety as I firmly believe that all companies should be looking at SharePoint 2010 from day one, however most large scale existing implementations of MOSS 2007 are going to be several years away from a serious upgrade project.  So should the conference organisers and the SharePoint community as a whole be a little more understanding of the real world issues?  It's easy to get carried away in the excitement of a new product and new tools to play with but there needs to be a focus on the real world issues that most people are facing day to day and at the moment and for the short term future (at the very least the next 12 months) that is fairly and squarely in the WSS 2.0/3.0 and SPS 2003/MOSS 2007 camps. Don't get me wrong, I am very very excited about getting to grips with SharePoint 2010 in the real world and I cannot wait for my first real project to come along, but for now I am just being realistic about the reality for most people who work with SharePoint. I have been spending a lot of time on www.sharepointoverflow.com recently as there is a community of people building up who are committed to answering the real world questions that folks are dealing with every day.  I urge you to take a look and either ask or answer some questions direct from the front line of the SharePoint world.

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  • Installing SharePoint 2013 on Windows 2012- standalone installation

    - by sreejukg
    In this article, I am going to share my experience while installing SharePoint 2013 on Windows 2012. This was the first time I tried SharePoint 2013. So I thought sharing the same will benefit somebody who would like to install SharePoint 2013 as a standalone installation. Standalone installation is meant for evaluation/development purposes. For production environments, you need to follow the best practices and create required service accounts. Microsoft has published the deployment guide for SharePoint 2013, you can download this from the below link. http://www.microsoft.com/en-us/download/details.aspx?id=30384 Since this is for development environment, I am not going to create any service account, I logged in to Windows 2012 as an administrator and just placed my installation DVD on the drive. When I run the setup from the DVD, the below splash screen appears. This reflects the new UI changes happening with all Microsoft based applications; the interface matches the metro style applications (Windows 8 style). As you can see the options are same as that of the SharePoint 2010 installation screen. Click on the “install software prerequisites” link to get all the prerequisites get installed. You need a valid internet connection to do this. Clicking on the install software prerequisites will bring the following dialog. Click Next, you will see the terms and conditions. Select I accept check box and click Next. The installation will start immediately. For any reason, if you stop the installation and start it later, the product preparation tool will check whether a particular component is installed and if yes, then the installation of that particular component will be skipped. If you do not have internet connection, you will face the download error as follows. At any point of failure, the error log will be available for you to review. If all OK, you will reach the below dialog, this means some components will be installed once the PC is rebooted. Be noted that the clicking on finish will not ask you for further confirmation. So make sure to save all your work before clicking on finish button. Once the server is restarted, the product preparation tool will start automatically and you will see the following dialog. Now go to the SharePoint 2013 splash page and click on “Install SharePoint Server” link. You need to enter the product key here. Enter the product key as you received and click continue. Select the Checkbox for the license agreement and click on continue button. Now you need to select the installation type. Select Stand-alone and click on “Install Now” button. A dialog will pop up that updates you with the process and progress. The installation took around 15-20 minutes with 2 GB or Ram installed in the server, seems fair. Once the installation is over, you will see the following Dialog. Make sure you select the Run the products and configuration wizard. If you miss to select the check box, you can find the products and configuration wizard from the start tiles. The products and configuration wizard will start. If you get any dialog saying some of the services will be stopped, you just accept it. Since we selected standalone installation, it will not ask for any user input, as it already knows the database to be configured. Once the configuration is over without any problems you will see the configuration successful message. Also you can find the link to central administration on the Start Screen.     Troubleshooting During my first setup process, I got the below error. System.ArgumentException: The SDDL string contains an invalid sid or a sid that cannot be translated. Parameter name: sddlForm at System.Security.AccessControl.RawSecurityDescriptor.BinaryFormFromSddlForm(String sddlForm) at System.Security.AccessControl.RawSecurityDescriptor..ctor(String sddlForm) at Microsoft.SharePoint.Win32.SPNetApi32.CreateShareSecurityDescriptor(String[] readNames, String[] changeNames, String[] fullControlNames, String& sddl) at Microsoft.SharePoint.Win32.SPNetApi32.CreateFileShare(String name, String description, String path) at Microsoft.SharePoint.Administration.SPServer.CreateFileShare(String name, String description, String path) at Microsoft.Office.Server.Search.Administration.AnalyticsAdministration.CreateAnalyticsUNCShare(String dirParentLocation, String shareName) at Microsoft.Office.Server.Search.Administration.AnalyticsAdministration.ProvisionAnalyticsShare(SearchServiceApplication serviceApplication) ………………………………………… ………………………………………… The configuration wizard displayed the error as below. The error occurred in step 8 of the configuration wizard and by the time the central administration is already provisioned. So from the start, I was able to open the central administration website, but the search service application was showing as error. I found a good blog that specifies the reason for error. http://kbdump.com/sharepoint2013-standalone-config-error-create-sample-data/ The workaround specified in the blog works fine. I think SharePoint must be provisioning Search using the Network Service account, so instead of giving permission to everyone, you could try giving permission to Network Service account(I didn’t try this yet, buy you could try and post your feedback here). In production environment you will have specific accounts that have access rights as recommended by Microsoft guidelines. Installation of SharePoint 2013 is pretty straight forward. Hope you enjoyed the article!

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  • Reminder - Article about SharePoint localization

    - by panjkov
    I already wrote about SharePoint localization – in January I published blog post with links for downloads of Language Interface Packs for SharePoint 2010 for official languages in Bosnia and Herzegovina (BiH). Approximately at same time, I wrote detailed article for web portal www.hardwarebase.net , which is published in April 2012. Title of the article is “Localize your SharePoint servers for BiH languages”, and article explains process of installing SharePoint LIP and using it on Team Site. Full...(read more)

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  • Aggregate SharePoint Event/Items into your Calendar view using Calendar Overlay

    - by eJugnoo
    One of the most common features I have seen in common use for SharePoint (prior to 2010) in Intranet environments for Team site is Calendar’s. Not only the Calendar list type, but also the ability to add a Calendar view to any list that has the desired columns to construct a Calendar – such as Start, End, Title etc. While this was all great for a single site/calendar, the problem of having to track numerous calendar’s remained. With introduction of Outlook 2007 bi-directional integration with SharePoint, and particularly the ability of Outlook to overlay calendar helped bridge the gap. Now one could connect to number of team sites, and setup Calendar overlays in Outlook using varying colours, to easily identify event source and yet benefit from the plotting of events on single Calendar view. This was all good, but each user in your Enterprise was supposed to setup in a “pull” fashion. This is good for flexibility, not so good when you need to “push” consistency and productivity (re-use). So, what was missing on SharePoint is the ability to have server-side overlay’s that everyone can see – in a single place, aggregating multiple sources. Until SharePoint 2010 arrived! Calendars Overlay in SharePoint 2010 There are Calendar lists and Calendar views. View can be created for almost all lists, as far as you have desired column’s in a list like Start, End, Title etc. to be able to describe and plot an item in a Calendar format. In SharePoint 2010, create a new Calendar list. Go to Calendar ribbon tab, and click Calendar Overlay. You get the screen with list of existing Overlay’s associated with current Calendar (list – in our case). Click on “New Calendar”… Notice the breadcrumb! You are adding Overlay to existing list (Team Calendar – in our case). You have choice of “pulling” Calendar info from an existing Calendar (list/view) in SharePoint or even from Exchange! Set standard info like a name, description and decide the colour you want for the items in aggregated Calendar overlay. Select the source site/list/view, anywhere in farm. When you select Exchange as source of Calendar, you get option to add OWA and Exchange Web Service url. I will cover details of connecting with Exchange in another post, and focus on Overlay’s with SharePoint for this one. Once you have added a new Calendar overlay to existing Calendar veiw, you get something like below for Day view, Week view, and Month view respectively Notice the Overlay colours: Now, if you decide to connect this Calendar to Outlook to sync the items, it will only sync items from main view, and not from Overlay source. So such Overlay of calendar’s is server-side aggregation only. That increases my curiosity, so I try adding the Calendar list view as a web-part on a new page. As you see, this instance of view didn’t include item from source that we had added to default Calendar view. This is – probably – due to the fact that this is a new web-part view for the page. If you want to add overlay to this one, you have to redo that from Ribbon. This also means, subject to purpose and context you get the flexibility to decide what overlay is suited. Also you can only add 10 Overlay’s to an existing view instance. Conclusion Calendar Overlay is clearly a very useful feature that fills a gap of not being able to aggregate information from multiple sources into a Calendar view within context of current items. Source of items can be existing SharePoint calendar views on any site, or even Exchange (via OWA/Exchange web services). List type for source doesn’t matter, it just need a Calendar view type available. You can have 10 overlays. Overlays are for the specific view only, and are server-side only – which means they do not get synced in Outlook. While you can drag-drop current list items, you cannot edit overlay items as they are read-only within scope of current Calendar view. You can of course click on source Overlay item to edit at the source. I’d like to hear, how you think Overlay’s will help you in your case, or how you are already using them... Enjoy SharePoint! --Sharad

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  • Aggregate SharePoint Event/Items with Exchange appointments into your Calendar view using Calendar O

    - by eJugnoo
    In continuation of my previous post about using Calendar Overlay with new SharePoint 2010 when you have other Calendar view in any other lists in SharePoint. Now the other option for Overlay we have is with Exchange. You can overlay current users (logged in user) personal Calendar (from Exchange) onto a existing SharePoint calendar, in any list, by using new Overlay feature. Here is an example: Yes, you have to point to your OWA and Exchange WS url. It can also go and find your web service url, when you click find. In my case, it converted machine name into FQDN. That was smart… I had initial configuration issue, that my test users (Administrator!) didn’t have corresponding Exchange e-mail in SharePoint profile. So you have to ensure that your profiles are in sync with AD/Exchange for e-mail. It picks up current user’s e-mail from profile to pull data from Exchange calendar. My calendar in OWA… Same calendar in Outlook 2010… I think, new Calendar Overlay feature fills a great void. Users can now view SharePoint information within context of their personal calendar. Which is simply great! Enjoy new SharePoint 2010. --Sharad

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