Microsoft Access and SharePoint

Wednesday, January 11, 2012 by Mat Agrest

Microsoft Access 2010 and SharePoint 2010

With Access 2010 you can move your table to SharePoint 2010 and have user forms show up in SharePoint as well.  One thing to note is that forms need to be created as Access web forms.  This makes it so, for one, SharePoint can use these forms and two, it relies on the new Access Data Macros to drive the behaviors.  Below is a nice diagram I found depicted the connection between Access and SharePoint 2010.

diag

Let's take a closer look at how this all works!
Open Access and go to your database you want to send to SharePoint.  You will need to run the Web Compatibility checker to make sure everything can transfer over smoothly.  If any table fails, you will be given a list of the errors or problems so that you may try to fix them.  Assuming all pass, you can then publish your database to SharePoint 2010.  While publishing, Access moves the forms, reports, macros, tables etc to SharePoint.  This will allow any users that have Access 2010 on their machines to download a local copy of the database to edit them if needed. 

All your tables should now be SharePoint 2010 Lists and create all the necessary links between Access and the Lists.  This way if someone were to download the database to their machine, Access will get all the SharePoint list data to maintain a local cache.  While a user has this database open, Access will periodically sync with SharePoint with any changes made on either end.

All your forms get converted to ASP.NET (.aspx) pages, including javascript for any supported page events.  The layout for these pages is mainly driven by HTML tables. One thing to keep in mind is that your controls on the form need to be placed within the cells.  This helps Access transform the form into an appropriate .aspx page.

If your organization is looking to move your Access database(s) to SharePoint, you can do so with the peace of mind knowing everything should go over smoothly.  Luckily, for those that are not using Access 2010, you can link SharePoint with Access 2007 as well.  The link between Access 2007 and SharePoint is slightly different, but most functionality should still work as intended.

 

IncWorx Consulting is a leading Microsoft Gold Partner focusing on SharePoint Consulting, SharePoint Support, and SharePoint Application Development.


Microsoft Confirms Windows 8 Public Beta For Febuary 2012

Thursday, December 8, 2011 by Mario McGuire

During a San Francisco developers event held on Tuesday, Microsoft confirmed that it will release a public beta for Windows 8 in late February 2012 instead of the early January date indicated by a recently road map. The news arrived as Antoine Leblond VP of Windows Web services, introduced the upcoming Windows Store to the press.

So far the new tablet-console-friendly OS seems to be on track for a full retail release in Fall 2012 based on the beta's February launch. Given that Microsoft released a public beta of Windows 7 back in January 2009, there was speculation that the Redmond company was sticking to the same schedule. Yet the Developer Preview launched a month earlier (on September 13) than Windows 7's October distribution. That said, comparing the two release schedules seems to be somewhat pointless.

According to Microsoft, more than 13 million copies of the Windows 8 Developer Preview had been downloaded since its release back in the fall. California-based Net Applications said that, based on the Developer Preview downloads Windows 8 already accounts for three-hundredths of 1-percent of all PCs accessing the Internet. That's reportedly one-fourth the number of Windows 2000-powered PCs and half the number of Windows 98 PCs.

Despite the beta announcement, Tuesday's event was focused on Microsoft's app market simply called Windows Store. It will open its doors at the launch of the Windows 8 Public Beta and only offer free apps. Previous reports indicated that the storefront will only provide Metro-style applications, and that legacy applications for Windows 7 and later will only have a landing page that links back to the software publisher.

Being that IncWorx Consulting is a Microsoft Gold Partner and provides SharePoint Support, It makes me wonder what enhancements Microsoft will make in the way Windows and Internet Explorer interact with SharePoint 2010. Windows 7 and Office 2010 have odd quirks that create issues, like the inability to open Excel files from a SharePoint site using Internet Explorer 9 64-bit and many others.


Microsoft Lync 2010: Screen Sharing / Video Sharing in Lync 2010

Tuesday, December 6, 2011 by Michael Mayes

Posted by IncWorx Consulting: Microsoft Lync 2010 has the ability to share your desktop with anyone. The following blog post will give you step by step instructions on how to do so.

Step by Step Instructions

Start by clicking meet now.

Lync 2010: Meet Now


If do not have the File bar you can access Meet Now by clicking the settings icon dropdown and selecting Meet Now 

 Settings - Meet Now

The following prompt will appear.

Lync 2010: Audio or No Audio

You can use Lync’s audio if you do not already have a conference line. For this example we will select Do not join audio. Then we will select OK.

The normal Lync dialog box will appear. This is the screen in which you can invite either internal Lync subscribers or non Lync users.

To invite non Lync users select the participant drop down and select Invite by Email.

Lync 2010: Invite by Email  

The prompt will appear with a hyperlink for users to send non Lync users a meeting invite. This hyperlink is static and will join the user to your screen.

When the user clicks the hyperlink they will be prompted to download Silverlight if they do not already have it. Once the user downloads Silverlight, or if they already have it installed, the following prompt will appear for them:

Lync 2010: Joined Meeting

The following prompt is what the user and the sender will see. Once the user has joined  the meeting as a Guest, as an attendee, he will wait in the lobby until being admitted.
Once the user has joinded the meeting youwill see their name above yours.

Lync 2010: User Joined

To share your desktop select Share and select Desktop.

Lync 2010: Share Your Desktop

You know you are sharing your desktop by the top box indicating you are "currently sharing".

Lync 2010: Currently Sharing

I hope this step by step guide was useful. For help with other Microsoft technologies please feel free to check out or offerings at www.incworx.com

About IncWorx

IncWorx Consulting is primarily known for SharePoint consulting and Custom .NET consulting. Recently, IncWorx has expanded their offering to include Microsoft Lync consulting, Microsoft Commerce Server and Microsoft BizTalk consulting

IncWorx Consulting is the SharePoint Consulting Guru

Fixing ambiguous assembly references in SharePoint

Wednesday, November 16, 2011 by Nikolai Brendler
 Here's an error that can show up in SharePoint from time to time, usually when you're developing a custom solution or installing one:

The type '<type>' is ambiguous. It could come from assembly '<some_assembly>' or from assembly '<some_other_assembly>'

This usually happens when there are two versions of the same assembly that loaded in .NET, from the GAC or wherever they may be. One way to fix this is with an assembly binding redirection, added to web.config:

<dependentAssembly>

    <assemblyIdentity name="System.Web.Extensions" publicKeyToken="31bf3856ad364e35"/>
    <bindingRedirect oldVersion="1.0.0.0-1.1.0.0" newVersion="3.5.0.0"/>

</dependentAssembly>

Here I'm redirecting references of the old version of System.Web.Extensions (commonly installed to support AJAX on SharePoint 2007) to bind to the newer version. While this should fix the ambiguity errors, you still need to verify that the assembly you're redirecting to is backwards compatible or there may be runtime errors.

IncWorx Consulting is a leading Microsoft Gold Partner focusing on SharePoint consulting, SharePoint support, and SharePoint application development. 

Error while preparing to send sharing message : Outlook 2010

Monday, November 7, 2011 by Michael Mayes

Outlook 2010 shared calendar error

In Outlook 2010 you can share your calendar so that other people can see if you are busy. To do this you can select the Share Calendar icon in the ribbon:

Shared Calendar Icon in Ribbon

Once you select this, the following prompt appears:

Calendar Request Prompt

This blog post will show you a work around if you are getting an “Error while preparing to send sharing message”.


This is what the message looks like:

Error Message

My work around is by going directly into calendar permissions and assigning the individual rights to view my calendar.

Calendar Permissions

Once Selected the following prompt appears.

Calendar Properties Prompt

From this prompt you can add the individual by selecting add and assign the appropriate fields you would like to share with the shared calendar recipient.    

IncWorx Consulting can provide you with help on many aspects within information technology. We specialize in SharePoint Consulting and .NET Consulting. We were the partner of the year from Microsoft. If you need help please send me a message.

Work with the industries best SharePoint Partner!

The Remote Blob Storage relationship between AvePoint and NetApp for SharePoint 2010

Wednesday, November 2, 2011 by Michael Mayes
IncWorx Consulting RBS Dilemma

AvePoint Diagram

While I was writing up a proposal for a prospect a remote blob storage (RBS) issue arose. (Remote blob storage: the ability to store large documents in a remote location to keep SharePoint performance up) The client indicated that NetApp Snap Manager came with their new SQL cluster. The Snap Manager product has many RBS optimization features to it. The company was interested in keeping their file share in place for their SharePoint deployment. IncWorx Consulting currently has an active partnership with AvePoint. Since SharePoint can only make one RBS connection the client was confused on which was better. They turned to the SharePoint Experts- IncWorx.

After many phone calls, working directly with the NetApp team, I shortly realized that NetApp is an OEM partner of AvePoint.

What is an OEM partner? 

Basically, NetApp made a partnership to use all of the storage optimization aspects of the DocAve platform. The only problem was that when AvePoint set up the partnership they didn't consider the fact that NetApp allows their customers to pick and choose the features for storage optimization.

Tools and Features of DocAve Storage Optimization
  • Extender Tool: Extend SharePoint storage beyond SQL to improve performance and increase scalability
  • Connector Tool: Connect any network or cloud file share directly to SharePoint, for seamless presentation and management
  • Achiever Tool: Business-rule aware and on-demand archiving of dormant content with unfettered end-user access to all archived content
  • Remote blog storage
  • Report Center: One dashboard for comprehensive platform intelligence, with fully customizable dashboard views and reporting on all aspects of platform usage, health, and resource utilization
  • File Share Multimedia: Present audio and video files stored in network file shares or cloud storage resources via SharePoint, bypassing the WFE for faster delivery and reduced storage burden
The issue I ran into is that if the client didn't get all of the features through the Snap Manager offering they would not be able to buy products from AvePoint due to the fact only one RBS connection can be made.

Keep this in mind: IncWorx Consulting the best of the best!

Microsoft Releases Service Pack 2 for Threat Management Gateway

Tuesday, October 25, 2011 by Mario McGuire
October 10th, 2011 Microsoft released another service pack for TMG. This service pack is said to have fixed several nagging issues and increased functionality. The update is located here TMG SP2 Download .

Some of the improvements are -
  • Site Activity Report - This enables you to generate reports showing the data transfers between users and sites. The reports can be made very granular depending on need.
  • Improved error pages - It is now much easier to customize the error pages
  • Kerberos authentication for NLB arrays - Users will now be able to authenticate using Kerberos version 5 protocol to connect to TMG arrays with Network Load Balancing(NLB) setup.
For all of the information you can visit TechNet.

IncWorx Consulting a Chicago SharePoint Consulting company works with Threat Management Gateway (TMG) and also Unified Access Gateway (UAG).

AvePoint Released DocAve 6 Public Beta

Saturday, October 22, 2011 by Ameil Abdallah

AvePoint released the DocAve 6 public beta that simplifies deployment, monitoring, and enforcement of Microsoft SharePoint 2010 governance policies.  It manages development and lets you test production farms with ease.  It also features a redesigned, ribbon based interface to simplify and automate SharePoint governance and management. 

Key benefits of DocAve 6 include Increase Business Productivity, Reduce Total Cost of Ownership, Provides IT Assurance and Enable Security & Compliance for Business Content.  These benefits help deliver high-performance, global collaboration, increase operational efficiency and improve quality of service & minimize business disruption. 
DocAve 6 is built upon Microsoft technologies including .NET, WCF(Windows Communication Foundation), and Silverlight which works well with SharePoint Design.

IncWorx Consulting is a Microsoft Gold Certified Partner and recipient of the Microsoft Partner of the Year award! Need SharePoint help?  Let IncWorx Consulting come along side of your organization and be your SharePoint Partner. Give us a call today!

SharePoint "File Not Found" Error

Saturday, October 22, 2011 by Nikolai Brendler

When you do SharePoint Support for long enough, you will encounter a lot of error messages. Some messages are helpful enough to identify the problem, but others are about as generic as they come. I recently received a lovely "File Not Found" from SharePoint after deploying a custom-developed solution into a production environment. Here's how I was able to resolve it.

The curious thing about this particular error was that everything worked fine in the development environment, and I had double- and triple-checked the packaging to make sure all the necessary files were included.

So what's the problem? After some digging, I found the likely culprit on one of the custom application pages:

Register TagPrefix="asp" Namespace="System.Web.UI" Assembly="System.Web.Extensions, Version=3.5.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35"

The problem is, this was a SharePoint 2007 environment -- which can run on versions of the .NET Framework as early as v2.0, and the System.Web.Extensions assembly is only included in v3.5 or later. Sure enough, after changing the directive to:

Register TagPrefix="asp" Namespace="System.Web.UI" Assembly="System.Web, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a"

and redeploying, everything works great! So it turns out that my "File Not Found" was a missing assembly, because the System.Web.UI namespace is in the System.Web assembly in ASP.NET 2.0. Since my development server was running v3.5 it caused the conflict.

IncWorx Consulting is a leading Microsoft Gold Partner focusing on SharePoint Consulting, SharePoint Support, and SharePoint Application Development.


SharePoint 2010 and Nintex Workflow

Tuesday, August 30, 2011 by Mat Agrest
Last week I had the honor of attending a three day Nintex Workflow training crash course (since we are now partnered with Nintex).  After all three days had come to an end I began to wonder why I had not heard about Nintex sooner.  The things Nintex Workflow can do are amazing.  In short, Nintex is a graphical user interface used to create workflows in SharePoint.

Implementing SharePoint 2010 with Nintex Workflow 2010 is a simple process.  It works almost like installing any program to your computer.  Just follow the wizard clicking Next till you get to Finished.  At that point the installation goes on without anything more from you.  Once it is done you just  have to enable the features for any site collections you want it for and you are ready to go. 

Nintex helps you to Customize SharePoint workflows all within SharePoint!  You never have to leave your browser to create amazing workflows.  No need to open SharePoint Designer or Visual Studios.  Designing workflows could never be any easier.  Everything here, as I said earlier, is in a graphical user interface.  All you need to do is click on an Action you want, say Request Approval, and drag it into the work space.  It will automatically connect any actions together.  All that is left for you do to is to do some simple configurations and you are done.

You can get more advanced if you need to, but you can do about anything without the need to code a single thing!  This makes it easier for anyone to be able to create a workflow (anyone with permission to do so).  Nintex can handle very intricate workflows both small and large.  It can also handle loops and has many options for different types of condition settings.  Whether you just want to set a simple yes/no condition or run multiple tasks in parallel, Nintex can do it for you easily.  You can even have a workflow move back and forth between actions.  For example:  You have an approval workflow and you need the approval from different departments before you can offically display said document.  In Nintex you can have it move from the Finance department to Accounting and back to Finance if Accounting rejects.

I learned a lot in the three days of training and can't wait to start using Nintex more often.  Anyone could potentially pick this up and start creating workflows.  The most difficult part is learning what each Action does, and then just learning your own Business Processes.

IncWorx Consulting is the leader in Microsoft Consulting, a Microsoft Gold Partner, where we specialize in SharePoint Consulting, .NET Consulting, and Dynamics CRM Consulting.

Default Exchange 2010 OWA shows blank page - Microsoft Server Support

Wednesday, August 24, 2011 by Mario McGuire

Installing Exchange 2010 SP1 can be a challenging task. Microsoft requires a metric ton of prerequisites prior to install. Recently after patching exchange 2010 with SP1, I found  OWA  was no longer working properly and displaying a blank page. I tired several steps to fix OWA including recreating the virtual directory per Microsoft's recommendations. Unfortunately Microsoft's white papers didn't give any hints to this problem before hand. Fortunately I found this solution:

Issue - After installing Microsoft Exchange Server 2010 SP1 out of the box successfully, owa no longer works and displays a blank page: https://xxx.yyy.local/owa/auth/logon…l/owa&reason=0

Solution 1 - Open Power shell (Run As Administrator) copy and paste the following commands to add the HTTP over RPC service.

1. Import-Module ServerManager

2. Add-WindowsFeature NET-Framework,RSAT-ADDS,Web-Server,Web-Basic-Auth,Web-Windows-Auth,Web-Metabase,Web-Net-Ext,Web-Lgcy-Mgmt-Console,WAS-Process-Model,RSAT-Web-Server,Web-ISAPI-Ext,Web-Digest-Auth,Web-Dyn-Compression,NET-HTTP-Activation,RPC-Over-HTTP-Proxy -Restart

Solution 2 - If you want to do this via GUI rather than via the PowerShell command, then navigate to Server Manager->Features->Add Feature, select to install the “RPC over HTTP Proxy” feature.

These will install the needed feature, and all dependent features, which will resolve the “blank OWA page” issue.

This post may also relate to Microsoft Exchange Upgrade and or Microsoft Server Virtualization with Exchange server

IncWorx Consulting a Microsoft Gold Partner can assist you with all of your various Exchange 2003, 2007 and 2010 needs.

Moving SCVMM database - Microsoft Server Virtualization

Wednesday, August 24, 2011 by Mario McGuire

If you find yourself needing to move the SCVMM database from one server to another this will explain what you will need to do and potential pitfalls. For instance, this situation can occur when moving from local to remote SQL or from a stand-alone SQL server to a SQL cluster. The following instructions are provided as a guideline on how to accomplish this move from a SCVMM perspective.

Important! Before undertaking this process perform complete backup of the SCVMM database And save it to a secure location.

The two methods to accomplish the task of backing up and moving the SQL database are using SQL Server Management Studio or the built in scvmmrecover.exe tool built into SCVMM.

Technique #1 - Using SQL Server Management Studio

How to move SCVMM database to another server (local to remote SQL)

1. Backup the existing SCVMM DB
2. Uninstall SCVMM with the Retain Data option
3. On the remote SQL server, import SCVMM db
4. Install SCVMM pointing at the new SQL server and using the imported SCVMM db
5. If any managed host has the status of Access Denied, right click and select Re-associate

Technique #2 - Using the scvmmrecover.exe tool
The scvmmrecover.exe tool is discussed in great detail at the following TechNet article:  http://technet.microsoft.com/en-us/library/cc956045.aspx

Microsoft Server Virtualization has become the backbone for many companies infrastructures. Utilities like SCVMM makes monitoring and deploying to your Virtualization infrastructure easier to manage.

IncWorx Consulting a Microsoft Gold Partner can assist you with all of your various Microsoft server virtualization and server management needs.

Outlook Anywhere RPC over HTTPS not resolving outside of office - Microsoft Server Support

Wednesday, August 24, 2011 by Mario McGuire

While attempting to configure Outlook Anywhere using RPC over HTTPs in Outlook, I ran across and issue where the Exchange server's hostname would not resolve outside of the office during setup.  When I attempted to configure Outlook Anywhere on the internal office network, it was successful.  Once Outlook Anywhere was configured properly internally, Outlook would connect outside the office.  However, important Outlook features such Calendar and Tasks were either limited or unavailable.

This client of ours received a Microsoft Exchange Upgrade to Exchange 2007 running Server 2008 R2.  At first I thought it was either a configuration problem on the Exchange server, or a network security problem on their Cisco ASA firewall.  Using this extremely helpful Outlook and Exchange connectivity tool found here: www.testexchangeconnectivity.com, I was able to track down and resolve the issue preventing me from configuring Outlook Anywhere outside the office.

The test results showed the Exchange server could not be reached on port 6004.  After some research on the Microsoft TechNet Exchange library, I discovered the problem was related to connection requests defaulting to using IPv6 in Microsoft Server 2008.  The simple solution is to comment out IPv6 and add the IPv4 address and local hostname in the Exchange server's host file:

127.0.0.1 localhost
#::1 localhost
xxx.xxx.xxx.xxx mailserver
xxx.xxx.xxx.xxx mailserver.domain.local

Once this was saved to the host file, Outlook was able to resolve the hostname outside the office and all functionality of Outlook was restored!

IncWorx Consulting a Microsoft Gold Partner can assist you with all of your various Exchange 2003, 2007 and 2010 needs.

Sharepoint, Can it handle converting PDF's?

Tuesday, August 23, 2011 by Mat Agrest
Can SharePoint be used to convert a file to a PDF?

More importantly, can it be done through a Workflow?  This seems to be something more and more companies want, that is, converting documents to PDF.  It makes sense since any offical document, after all editing is completed, should not be able to be edited.  That is exactly how PDF files work.

One way to handle this is to create custom code to do this conversion.  There are also a few third party SharePoint Support applications that will handle this for you as well.  Some of these look very user friendly and some seem to need a little bit of discovery time. 

Most third party SharePoint Support applications seem resonably priced, so in some instances, this may be a better route then custom coding.  It all depends on your budget and if you have people that know how to code.  Find what is best for your company and stick with it.

Maybe one day there will be some SharePoint Implementation to include this feature of converting to PDF.  This would save a lot of time and money if this is needed for your company.
IncWorx Consulting is the leader in Microsoft Consulting, a Microsoft Gold Partner, where we specialize in SharePoint Consulting, .NET Consulting, and Dynamics CRM Consulting.

How to move a Document Library while retaining versioning in SharePoint 2010?

Wednesday, August 17, 2011 by Mat Agrest
How do I move a Document Library and retain the documents version history?

When I was asked to lend some SharePoint Support to solve an issue with moving documents and retaining the version history; I thought this was going to be easy.  I started to do some research and discovered this was a tough question to find a definite answer to.  Many SharePoint Help sites went about adding custom code to handle this task.  I thought to myself, could something that sounds so simple really be this difficult?  Luckily for me and you there is a way to do this with Zero coding, and here's how.

Follow these few steps of my SharePoint Help.

1. Create a Document Library and make sure to enable Versioning.  This should be where you want to move your document library to.

2. Goto Site Actions -> Site Settings.  Under Site Administration click Content and structure.
sitead

This should bring you to a screen with two columns.  It should resemble Explorer View.  On the Left hand side you should see all your sites/libraries/lists etc... and on the Right hand side it should show you whatever you have clicked from the left.

3. Navagate to the document library you want to move files from.  Once inside the library, you should see all your files listed out. 

4. Select all or any files you want to move (put a check mark in the left most box).

5. When all is selected, Click Actions -> Move.

moveit

This should bring up a new window that says at the top, "Specify the destination to move the items you selected."  At this point in the SharePoint Help, you should navagate to the document library you created at the beginning (step 1).  Click OK and it will start the moving process.  This can take some time depending on how many files are being moved and their size.  When everything is done, you should be back at the explorer type view.  If you go back to your site and go to your document library, you should see all the files have moved.

If you do not see the Version column, you may have to show it.  Go to Library Tools -> Library -> Modify View.  Under Columns, place a check mark next to any columns you want to show.

Now if you have followed these few simple steps of this SharePoint Help, you should now have all your files in a new document library.  Even more important, they have retained all versioning history! 


IncWorx Consulting is the leader in Microsoft Consulting, a Microsoft Gold Partner, where we specialize in SharePoint Consulting, .NET Consulting, and Dynamics CRM Consulting.

Nintex and IncWorx Consulting Announce Partnership

Wednesday, August 10, 2011 by Michael Mayes
Nintex and IncWorx Consulting Announce Partnership

Two award winning SharePoint firms announce partnership today. This has been a partnership negotiation for over two years and terms and conditions were finalized 7/18/2010. “We are very excited to enter into this partnership with Nintex, their extensive workflow offerings give us a competitive advantage in the SharePoint market, special thanks to Catrina Sheputis for her patience and hard work in helping IncWorx and Nintex formalize this agreement” Michael Mayes Business Development Director Incworx. With this announcement shockwaves are expected to be sent throughout this Chicagoland SharePoint market.  

Nintex Logo

About Nintex
www.nintex.com
Nintex is a leading global innovator of software that extends Microsoft SharePoint, bridging the gap between existing SharePoint features and customer needs. All Nintex products are designed with a passionate commitment to innovation and user experience. As a Microsoft Gold Partner, Nintex aligns with Microsoft’s strategic and architectural direction to ensure that Nintex and Microsoft products work in harmony, both today and into the future.

About IncWorx
www.incworx.com
IncWorx Consulting, winner of Microsoft’s 2010 worldwide Partner of the Year Award for SharePoint Deployment and Planning Services (SDPS) and a managed Gold Certified Partner, has been focused on delivering solutions utilizing Microsoft tools and platforms since 1998. IncWorx Consulting is considered the premiere Microsoft Partner for SharePoint architecture, design, development, integration, deployment and support. IncWorx Consulting is a boutique firm specializing in the Microsoft suite of products that support SharePoint including: .NET, SQL, Exchange, Server 2008 and Hyper-V.

How to use SharePoint 2010 to create cascading drop down lists

Tuesday, August 9, 2011 by Mat Agrest
How to use SharePoint 2010 to create cascading drop down lists

What you will need for this SharePoint Help:
  • SharePoint 2010
  • InfoPath 2010
In this walkthrough I am going to Customize SharePoint to handle Regions.  This will be helpfull because we can filter the drop down lists to only show what is relevant to us.  It will also help make very long choice fields much more managable.

Let's jump right into this SharePoint Help walkthrough:

First let's start in SharPoint 2010.
  • Create a new Custom List called Continents.
This creates our list with just one column, Title.  This is good enough for this SharePoint Help walkthrough, but you could easily change this field to say anything you want. 
  • Add some values to this list.  I added Asia, Africa, and North America to make this short and simple.
Next we will add another Custom List, this time called Countries.
  • Add a new column to this list called Continent with the type as Lookup (information already exists on site)
  • Require that this column contains information
  • Under Get information from: Select Continents
  • Under In this column: Select Title
  • Now just add some Countries.  I added just a couple from each Continent
contlo
contlookup

contlist

Next we will add one more list; States.
  • In the States list add a new column called Continent of type Choice (can leave the default choice values)
  • Add a new column called Country of type Choice (can leave the default choice values)
Now we need to start editing the form in InfoPath 2010 to further our SharePoint Help.
  • Click List under List Tools and select Customize Form ipcon
We should now see our form in InfoPath 2010.
  • Right click the Continent field and select Drop-Down List Box Properties
  • Check Get choices from an external data source
ddlistprop
  • To the right of Data source: Click Add
  • Data Connection Wizard should open
  • Create New Connection to: Receive Data
datacon
  • Recieve Data From: SharePoint library or list
splistlib
  • Enter your website where your library or list is located
spsite
  • Select a list or library: Select Continents
selcont
  • Select Fields: Title and leave sort by as ID
titlesel
  • Click Next through the next couple screens till you are finished (**make sure the box that asks for automatically retrieving data when the form is opened is checked)
  • Click the Xpath button xpath to the right of Display Name: and choose Title 
tival
fields1

Now we have to do something similar to the Country field to further Customize SharePoint.
  • Right Click the Country field and select Drop-Down List Box Properties
  • Check Get Choices from an external data source
  • Click Add to the right of Data source:
  • Data COnnection Wizard should open
    • Create New Connection: Receive Data
    • Recieve Data From: SharePoint library or list
    • Enter your website if it is not already there
    • Select a list or library: Select Countries
    • Select fields: Title and Continent, again leave sort by as ID
    • Click next till you see the check box for automatically retrieve data when form is opened and make sure it is not checked
    • Click the Xpath button xpath next to Value: and set this to Title
    • Repeat last step for Display Name: Title
fields2
At this point, through this SharePoint Help walkthrough, our Countries field should be populated based on our SharePoint 2010 list.  We have to do just a few more steps to set up the Countries to populate correctly.  These next steps set up our filter to show only the Countries of the chosen Continent.
  • Get back into the Countries Drop-Down Properties if you are not still there
  • Click the Xpath button xpath next to Entries:
  • Select Filter Data button in the Select a Field or Group window
filterdat
  • Click Add
  • In the far left column drop down menu: Choose Select a field or group...
  • Under Data source: Choose Main in the drop down list
  • Click the + symbol next to the dataFields folder
  • Select Continent and hit OK

conmain

  • In the second (middle) column choose is equal to
  • In the third (right) column choose select a field or group...
  • In the Select a Field or Group window, under Fields: Choose Countries (Secondary) from the drop down
  • Click the + next to dataFields and again next to d:SharePointListItem_RW and select Continent and Click OK
capt

The Filter should now display Continent = Continent.  Now close all windows till you are looking back at the form itself.

fildataconspfilcon

 
  • Click the Continent field
  • Click Add Rule and navagate to This Field Changes
  • Select Query For Data
query
  • In the new Window Under Data connection: Choose Countries from the drop down menu and hit OK
ruledetquery
  • Again, while Continent is selected
  • Add Rule and navagate to This Field Changes
  • Select Set a Fields Value
setfield
  • In the Rule Detail window, click the Xpath button to the right of Field
  • Select Country and hit OK and OK
setvalfield

We are done!  If we go back to our SharePoint 2010 website we can see how we just Customize SharePoint.  Click our States list and add a new item.  You should see our new form and you should notice the Country field now only shows the countries for the appropriate Continent. 

asiad

nausa

We could have gone a lot further with this and had a City list etc, but I think you get the idea.  I hope this SharePoint Help has in fact helped you in some way.  This is just one of many ways to Customize SharePoint to do what you want it to do.

IncWorx Consulting is the leader in Microsoft Consulting, a Microsoft Gold Partner, where we specialize in SharePoint Consulting, .NET Consulting, and Dynamics CRM Consulting.
 

SQL Server 2012 code name "Denali"

Friday, August 5, 2011 by Mat Agrest

Microsoft SQL Server 2012 RC0 released

 
Now that SQL Server 2012 RC0 is released, I would like to briefly discuss what has changed in this new version.  We will look at some Hardware/Software requirements, new features and some enhancements.  So far, things sound like they are going in the right direction with this new version.

Hardware/Software Requirements:

  • You can't install SQL Server 2012 on mapped drives or compressed drives
  • You have to have the "no-reboot" package installed prior to installing SQL Server 2012). This is included in Windows 7 SP1 and Windows Server 2008 R2. Otherwise, you can download the no-reboot package from Microsoft.
  • Requires .NET 4.0
  • You will need at least 3.6 GB of free disk space
  • Recommended Processors & RAM
  • 64-bit version: AMD Opteron, AMD Athlin 64, Intel Xeon with Intel EM64T Support or Intel Pentium IV with EM64T support running 2.0 GHz or faster. Recommended RAM is maximum that operating system supports or at least 2 GB
  • 32-bit version: Pentium III or compatible running at 2.0 GHz of faster. Recommended RAM is maximum that operating system supports or at least 2 GB

New Feature: Multi-Subnet Failover Clustering
  • Failover cluster nodes can be connected to a completely different subnet
  • Subnets can be spread out to different geographical locations
  • Subnets must be in the same Active Directory domain
Enhancements:
  • Sequences are now added, this is a user defined object that generates a sequence of a number
  • Enhanced Order By option in a Select statement.  You can now use Offset and Fetch along with Order By to help performance by bringing back exactly what you want to show to users.  The Offset command states the starting point for the Select statement (in terms of paging), and Fetch let's you say how many records to return at one time
  • You can now search and index data stored in extended properties or metadata

The following link shows screenshots of the installation of SQL Server 2012
http://newtech.about.com/od/databasemanagement/ig/SQL-Server-2011--Denali----Installation-Gallery/

IncWorx Consulting is a leading Microsoft Gold Partner focusing on SharePoint Consulting, SharePoint Support, and SharePoint Application Development.


Moving a document from one library to another in SharePoint Designer 2007

Friday, August 5, 2011 by Mat Agrest
How to move a document from one library to another in SharePoint Designer 2007
This is intended for those that have not yet migrated to SharePoint 2010.


The simplest way to Customize SharePoint to get a document to move from one document library to another in SharePoint 2007 is to use SharePoint Designer 2007 and create a Workflow to handle this procedure. Here are the SharePoint Support needed to accomplish this task.

 

·         Open SharePoint Designer and open your website that contains the document libraries you wish to use.

·         Create a Workflow.

o   Click File -> New -> Workflow

o   A window should open that says Define your new workflow at the top. Give the workflow a name.

o   In the drop down menu under “What SharePoint list should this workflow be attached to?” choose the document library that has the files you wish to move.

o   Under this drop down menu, you should see three
check boxes. Allow this workflow to be manually started from an item and Automatically start this workflow when a new item is created should be checked.

For my example I am using DocLib1 (library that contains the documents we want moved) and DocLib2 (documents moved to this library).

defineworkflow

Now you should be in the Workflow Designer window where we can set up our Workflow. Here are the steps for this.

·         Click Actions, and then click More Actions from the drop down menu.

·         You should see the Workflow Actions window and a Select a Category drop down menu. Click this drop down menu and select List Actions.

·         Under Choose an Action: select Copy List Item

·         Click Add

 listwfactcheck

You should now see “Copy item in this list to this list” next to Actions (I colored these to make things a little simpler). Let’s set these fields now.

·         Click on the first this list.  This should open the Choose List Item window.

·         Next to List: select the document library that contains your documents from the drop down menu. In my case it is DocLib1.

·         Next to Field: select the same document library as above. You will notice everything in this drop down menu should be similar to DocLib1:Field name. Select DocLib1:Name (for use in forms).   DocLib1 should be replaced with the name of your document library. 

·         Next to set the Value: click the fx button to the right of the textbox. This should pull up Define Workflow Lookup window.

·         Next to Source: select Current Item (if it is not already selected).

·         Next to Field: select Name (for use in forms).

·         Click OK and then OK again and you should be back at the Workflow Designer window.

*Note if you are dealing with a small site with few document libraries, you can leave List: set to Current Item.

 chooselistitemd1defwflookupd1

Now we are going to set up this list (second set of this list)

·         Click on the second this list

·         You should be shown a drop down menu instead of the previous steps.

·         Select the second document library (the one where the files are getting moved to).

doclib2

We are now done with setting up the Workflow to copy the document. Now let’s get it to delete the file in the original folder.

To accomplish this task click Add workflow step on the right hand side of the Workflow Designer window. You should see a similar window to when the Workflow Designer first came up (empty fields next to conditions/actions).

·         Click Actions and select More Actions from the drop down menu.

·         Select List Actions under Select a Category:

·         Select Delete Item under Choose an Action.

wfactdel

·         You should now see Delete item in this list

·         Click this list to get to the Choose List Item window

·         Next to List: select your document library where the documents were originally. In this example it is DocLib1.

·         Next to Field: select DocLib1:Name (for use in forms). DocLib1 should be replaced with the name of your document library.

·         Next to Value: click the fx button to the far right. This will open the Define Workflow Lookup window.

·         Next to Source: select Current Item (if not already selected).

·         Next to Field select Name (for use in forms).

·         Click OK and Ok on both windows to get back to the Workflow Designer window.

*Note if you are dealing with a small site with few document libraries, you can leave List: set to Current Item.

chooselistdeldefwfdel

Now just click Finish in the Workflow Designer window and it should publish the workflow. 

IncWorx Consulting is the leader in Microsoft Consulting, a Microsoft Gold Partner, where we specialize in SharePoint Consulting, .NET Consulting, and Dynamics CRM Consulting.

SharePoint 2010 Excel Services - Creating a SharePoint 2010 Bar Chart Dashboard Using Excel Services

Friday, July 22, 2011 by Michael Mayes

How do I create a SharePoint 2010 Bar Chart Dashboard using Excel Services?

The purpose of this blog post is to give users a step by step guide in how to display a bar chart dashboard in SharePoint 2010. For this example we will use Q1 Sales figures for a sales division. The first step is to post a Microsoft Excel document, with sales figures, in a document library. This document location will need to be used in a later step so keep the URL handy.

The video below will show how to do the written steps below:

Step by Step Guide in Making a Bar Chart in SharePoint 2010

  • Post content in Excel sheet
  • Place Excel Sheet in a SharePoint 2010 Document Library

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The following bar chart shows how the data will be displayed in SharePoint 2010

 12

  • Click Edit

2

  • Click the location on the page of the destination of the graph 
  • Click Insert
  • Click Web Part

3

 Once in the web part prompt:

  • Click Business Data
  • Click Chart Web Part 
  • Click Add

 4

The chart below will now appear on the page as a web part. You must then configure the appearance and the data source.

  • Click Data and Appearance 

5


The following prompt will appear:

6

Let’s start with the look and feel and Customize SharePoint by selecting Customize Your Chart. Once in the editing prompt:

  • Click Custom
  • Click Column
  • Click Next

7

The next few steps are completely customizable, for demonstration purposes I have simply selected next, next, finish. The new appearance will show up on the site. Now to configure the data, click Data and Appearance again and click Connect Chart To Data. The follow prompt will appear, Click Connect to Excel Services.

8

From this prompt you will need the url of the Microsoft Excel document I mentioned earlier in the blog post. Keep in mind to read the instructions on how to enter the Excel data. Something like this: Sheet1!$G$21:$L$30 for this example I used (Sheet1!$B$3:$C$7) based on the Excel Sheet above.

  • Enter URL
  • Enter Value of Data
  • Click Next


9

The data should now show up as you intend:

  • Click Next (if it does, click back if it doesn’t)

10

Once you have selected Finish the Graph will appear on the SharePoint page with the data configured. Congratulations, you just found out how to customize SharePoint.

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