Archive for the ‘General’ Category

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SharePoint Terminology – Farms, Web Front Ends, Web Application and Sites

Date:July 8th, 2010 Author:Ryan Tags: , ,
Category: General, SharePoint Development, SharePoint Ideas, Training Comments:0 ;

There is a great deal of confusion around some terms related to the different levels of SharePoint hierarchy. Some of this is buzword overload and some  has been brought about by inconsistent usage from Microsoft (and to be fair actually most of us in this industry).

So if you’ve ever wondered what things like Farm, WFE, NLB, Web Application, Site Collection and Top Level Site mean I am going to try and clarify the different terms without getting too technical as some of this stuff needs to be know by advanced, or power, users. I’ve missed out some of the more esoteric things like managed paths in the interests of readers sanity.

We’ve Moved

Date:July 1st, 2010 Author:Clare Category: General Comments:0 ;

Just over a year after moving to Kingshold buildings we are having to move yet again, due to planned expansion.  Not a huge deal though as we are only moving about 2 miles down the road.

Our new offices are based in Cheltenham Film Studios, on the outskirts of the town.  We don’t plan to take up acting, but we think we will benefit from being one of a range of tech and creative companies on this site.

We have plenty of room to grow as a business here, so hopefully we will be able to stay put for the foreseeable future.

I know that physical moves don’t make much difference to most of you, as you tend to deal with us over the phone of email, but just in case you would like to send us an “office warming present” here is our new postal address:

Pentalogic Technology
Cheltenham Film Studios
Hatherley Lane
Cheltenham GL51 6PN

Telephone, fax and email all remain the same.

SharePoint Versions through the ages – Confused?

Date:June 28th, 2010 Author:Clare Tags: ,
Category: General, SharePoint Ideas Comments:0 ;

Last year, when I first started having dealings with SharePoint, I was mightily confused by all this “MOSS”, “WSS”, “SPS” -stuff.   What did all these acronyms stand for? What was the difference between all these different versions of SharePoint? And did it really matter?

Well, one year on and I’m slightly less confused, but only slightly!  So I thought it might be useful, for me and for anyone else out there who suffers similar confusion, to list out the different versions of SharePoint, their usual acronyms and key distinguishing features – I hope it helps:

So, in the begining, back in 2001, SharePoint emerged as two distinct products.  SharePoint Team Services was a bottom up team collaboration product, SharePoint Portal Server was a top down, portal, search and document management product.

By 2003 Microsoft had gathered that although customers liked both products what they would really like was the capabilities of both, combined.  So in 2003 what most of us would recognise as SharePoint: collaboration, search, content management and portal capabilities all under one roof – was born.

WSS was the basic version, free with Windows Server OS. SPS, the premium version, built on the foundations of WSS, incorporating extra functionality primarily around the areas of search and document management. Jason Masterman and Ted Pattison writing in MSDN Magazine put it quite neatly:

In essence, WSS gives you a place to put all your content while SPS provides the means to navigate and search through your content when you need it.

In 2007 much the same formula was followed, with Windows SharePoint services as the free version for windows server users and Microsoft Office SharePoint Services the premium version.  The MOSS designation references the greater level of integration with the Office suite.

In SharePoint 2010 it’s all change again and Microsoft have dropped references to both Office and Windows, leaving SharePoint to stand alone in 3 basic flavours: foundation, the free version, Standard – the premium version, which adds lots of functionality primarily around the area of search, and Enterprise – super premium, where the extras are pricipally in the area of content management.

This is very much a whistle stop tour, not an attempt to give an all encompassing overview of what is in each of the many SharePoint versions we have seen over the years – but we hope it might help you to at least get the acronyms straight!

SharePoint Archive Round-up

Date:June 17th, 2010 Author:Clare Tags: , , ,
Category: General, SharePoint Ideas Comments:0 ;

As you’ve probably noticed we have had a few changes on our SharePoint blog in recent weeks.  We’ve been doing some work on making it a little more user friendly and a bit nicer to look at (hope we haven’t spoiled it with the photos!)

Whilst I was working on the blog I noticed that we have quite a few little gems hidden away in the archives. Old posts – things that were written maybe a couple of years ago, that those of you who are new to the blog might not be aware of, but might find useful.  The useful ones fall into a few categories – general SharePoint tricks, tips and ideas, and ideas and tips for users of our web parts.  So here they are, I hope you find them useful.

SharePoint tricks tips and ideas

Extend and customise SharePoint Task lists

Task Lists are one of the best loved and most used features of SharePoint and this post shows you how to better tailor them to meet your particular needs.

Advanced SharePoint View and Filter techniques

This article explores some of the uses of SharePoint Views and Filters.

Working Days, Weekdays and Holidays in SharePoint Calculated Columns

SharePoint Out of the box doesn’t automatically distinguish between working days and weekends but if you are setting things like job duration or due dates you may need to – this article shows you how.

The Truth about using [Today] in SharePoint Calculated Columns

This article explains why the often repeated trick for using [Today] in SharePoint calculated columns does not work, and suggests workarounds.

The … ehem… Truth about using [Today] in SharePoint Filters

This one looks at the differences between SharePoint 2003 and 2007 when using [Today] in filters.

Setting a default duration for new SharePoint Calender Events

So you might be a medical receptionist scheduling appointments for doctors, appointments are always 45 minutes long unless the doctor tells you differently, how much easier would it be to just have SharePoint create an end time 45 minutes after the start time automatically?

How To Use Filters in SharePoint to show items in the current Calendar Month

It’s easy to think of occasions when you might want to filter a SharePoint list to show items falling in the current calendar month: “sales this month” springs to mind, or “subscriptions due for renewal this month”. This post shows you have to achieve this using calculated columns.

SharePoint Reminder Webpart Ideas

SharePoint Reminder Webpart – Setting a variable Due In or Overdue By time

Lots of people use Reminder to send an alert when a message is due soon or overdue.  Usually its fine for the message to go out at a fixed time before or after the event, for all list items, but there are occasions where you might want to vary the times at which you send your alerts.  For example, sending alerts for overdue helpdesk items: for high priority items you might want to send an alert when an item is 1 hour overdue, whereas for low priority an alert for items 1 day overdue might be fine.  This article shows you how.

Customize SharePoint Reminder Emails with Merge Data

Whilst SharePoint’s out of the box alert emails come in a standard format, with Reminder its possible to customize the alert emails you send by merging data from your list items.

Tip – don’t send SharePoint email alerts for old items.

There are some situations where, when you are setting up a Reminder for the first time, you could end up sending out alerts for a lot of very old list items, this post shows you how to avoid doing that.

Tip – Sending an SharePoint email Alert when a Task is completed

If you are using Reminder to drive simple workflow you may very well want to send an email when a task is completed – maybe when a holiday request form has been filled in for example.  This post shows you how.

SharePoint Planner Webpart Ideas

Tip – Showing multiple columns in SharePoint Planner Webpart

There may be times when you want to display timeline or category information from more than one list column in a gantt chart. For example in the chart below we have taken information from the “priority” and “title” columns of a list to populate the category labels.

5 things you never knew you couldn’t do with SharePoint Gantt Charts

Shows you a few of the things that aren’t possible with SharePoint OOTB gantt charts, but can be done with Planner.

SharePoint Feature Receivers – the hidden details

Date:June 15th, 2010 Author:Ryan Tags: ,
Category: General, SharePoint Development Comments:0 ;

Warning -  this post is somewhat techie so if you’re not a developer you may want to go find something more interesting to do!

I’ve been doing some work with SharePoint Feature Receivers recently and found the official documentation to be somewhat … lacking.

SharePoint Feature Receivers allow you to run code when a Feature such as a web part or template is installed, activated, deactivated and removed. They are often used for installation/setup tasks that can’t be done using XML incantations in Manifest.xml, Elements.xml and Feature.xml.

I am not going to give a step-by-step guide to Feature Receivers (see the excellent How to add a Feature Receiver to a Feature from SharePoint dev wiki) but plan to detail information that I was struggling to find anywhere else.

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SharePoint Reminder Webpart – version 1.7.8 now available

Date:June 14th, 2010 Author:Clare Tags: , , ,
Category: General, SharePoint Reminder, SharePoint webparts Comments:0 ;

How annoying is it when you get reminded about something you have already done?  A little email saying:

“Can you please submit your expenses claim form by 12.00 noon today”

is just sooo annoying when actually you have been a good girl and done your expenses yesterday.

We get lots of support calls from SharePoint Reminder webpart users who have annoyed their team members in just this way – by sending our Reminder emails for tasks that have already been completed.

This is easy enough to do.  Reminder will look at the whole of a list unless you tell it to do something else.  So if you ask Reminder to send out an email for everyone who is tasked to complete their expenses claim form by 12.00 today that is exactly what it will do, regardless of whether the status of that task is “Active” or “Completed”.

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SharePoint 2010 Resources

Date:May 27th, 2010 Author:Clare Tags:
Category: General, Training Comments:0 ;

Last week we had an email from a customer who was confused about his options for SharePoint 2010.

He was planning to move his 5 WSS site across to SharePoint 2010 Foundation – but had found this document from Microsoft:

 SharePoint 2010Resources

http://sharepoint.microsoft.com/en-us/buy/Pages/Licensing-Details.aspx

which seems to suggest that sites and Workspaces were not available in Foundation, only in SharePoint 2010 standard edition or above.  Well we knew this wasn’t right;  but that wasn’t what the info from Microsoft seemed to be saying.

This gave us a reminder of just how confusing our friends at Microsoft can make things.  So we thought we would gather together some handy resources for all of you who may be thinking of moving over to SharePoint 2010. As always we have focussed mainly on users and administrators.  I hope you find it useful.

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The Truth about Tech Support

Date:May 24th, 2010 Author:Clare Tags: ,
Category: General Comments:2 ;

You know how satisfying it is when you read something, instinctively know it’s right, then have something happen that gives you concrete proof?  Well we had one of those moments this week – and I wanted to share.

We read quite a few business blogs and for down to earth, quality advice Jason Cohen is our man – Joel Spolsky sometimes comes up with the goods, but he can be a bit full of himself, we don’t get Seth Godin at all – seems to have made a great career out of stating the blindingly obvious – but Jason; on the money, pretty much every time.

So this week’s post from Jason was on the importance of good tech support – and the prevalence of tech support which is anything but good.  Done right, Jason says, tech support is sales. We read the post, nodding sagely in agreement.

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SharePoint Calculated columns – Adding hours onto a date field

Date:May 18th, 2010 Author:Ryan Tags: , , ,
Category: General, SharePoint Ideas Comments:1 ;

A customer recently contacted me with an interesting question.

They were using a SharePoint task list to help schedule jobs for field engineers but rather than have a Start Date and End Date field they wanted to have a Start Date and Duration field and automatically work out the End Date.

So End Date = Start Date + Duration

They were then planning to display this using Planner in the By Category view which is idea for resource booking as it makes it easy to see when a resource is booked or free (SharePoints built in gantt chart can’t do this swimlane style of view and doesn’t support using calculated columns).

Now this is easy to do if the Duration is specified in days – in fact you just use the equation above – but what if Duration is in hours or minutes?

First port of call is this page from Microsoft showing examples of common date time formula you can use in SharePoint calculated columns hmmm, adding days OK… adding months Check… adding years OK too….but nothing about hours. Back to the drawing board.

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SharePoint 2010 gets into the Groove

Date:May 17th, 2010 Author:Clare Tags:
Category: General, SharePoint Ideas Comments:2 ;

With all the furore surrounding the business release of SharePoint 2010 it would have been easy to miss the launch (or relaunch) of another little Microsoft product in the SharePoint space which quite neatly addresses some of my personal SharePoint bug bears.

Wonderful though SharePoint is there are always a few things we wish it would do better.  Personally I have always been a little frustrated by the limitations on sharing with people outside of your own organization, the difficulties around working off-line and with the difficulties of moving documents from your PC and other applications, into, and out of SharePoint. Sharepoint 2010 groove

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