Microsoft

Best From SharePoint North America Conference 2019

I have been involved in the technology industry, in the SharePoint community since 2007, just about the same time when SharePoint gained its popularity. This year, I got my first big chance to attend the 2019 SharePoint North America conference in Las Vegas and it was PHENOMENAL. There is a whole variety of things the SharePoint Conference covers, which made choosing what session to attend difficult. Every track really applied to me as I am a developer, a configure-er, an admin, and a user adoption and collaboration specialist. I went through a lot of different sessions at the conference and I would love to share my key take aways from the conference and what stood out for me from the [...]

Phase out, Check-in and Check-out?

With shared storage of documents, overwriting other author’s work has historically been a concern. Two people would open the same document and made changes to the same content and whom over saves last wins and the other work is lost….. So as good technicians we have historically fought that scenario by requiring Checkout before editing. SharePoint would do this for us as soon as a user edited the file. A lock would be placed on the file until it is closed. Brilliant! I know those were good days.   Question: With SharePoint online and the co-authoring options, is check-out and check-in a required default. I am sure there are still scenarios when you need to check out the file for [...]

Teams button is missing in Outlook… What Do I Do?

The Issue: You do not have the icon to add Teams connectivity to your Outlook appointments (see below). The Solution: 1. Open the Teams Client application Start > Type the word Teams > Press enter 2. Click your profile picture in the upper right corner 3. Click the button: Check for Updates Look close for Messages in Teams Note: Teams will display a few messages to you to let you know when the updates are complete. 4. Close Outlook 5. Reopen Outlook 6. Create a new appointment and the Teams connectivity button will be there. …. </Boom> A full computer reboot may be needed if you have not installed windows updates in a while.

Check and Configure SharePoint User Permissions

Ever have a SharePoint gotcha problem before? It’s highly likely that your answer is yes and you are not alone. SharePoint has lots of gotchas and it can be difficult to troubleshoot sometimes. However, there are some really simple yet powerful features that are built right into the interface. Site collection administrators will find these features easily accessible and usable to trouble shoot why somebody doesn’t have access to certain resources. This blog covers the features that allow you to check guest permissions in SharePoint. Scenario 1: Problem - Users are granted access to a site and they start navigating until they can’t add or update items. Solution - Bring up list setting and check permission dialog Type in the [...]

2019-04-30T20:56:46+00:00By |Microsoft, Office 365, SharePoint|

Digital Transformation and What it Really Means for Business

It's impossible to pick up a business magazine or read an IT blog without seeing "Digital Transformation" in the headlines. And while it's garnering a lot of ink and pixels, many professionals aren't quite sure what this means for their business. When we need technology answers, we go right to Mike Balatzis. He's Red Level's Microsoft Solutions Manager and besides being a nice guy with a big brain, he talks in plain English so even the non-geeks can understand. We peppered him with a few questions about Digital Transformation and what it really means for business owners and executives. Here's the scoop. What is the Digital Transformation? In simple terms, every business is a Digital Business and the importance of [...]

The Yammer Hammer

Focus the Yammer’s purpose to communication, by removing file management features. I always keep my keys in the same place, on a hook at home, my backpack at work or my right coat pocket. With my daughter now driving, my car is taken out on a random basis, and my keys are often NOT found where I expect. However, with a few minutes of search, they are usually found. The issue is not the multiple drivers, it’s that there are multiple good places to store the keys at home. The Kitchen counter, the table by the front door, my daughter’s purse and our key rack at the back door. The same is true with Office 365 and file management. There [...]

SharePoint Migration and History

I have a client who asked me “Will I lose historical content approval information if it is disabled, migrate in some files and then enabled it?” Specifically, can I... Migrate in new files to a library with the SharePoint Content Approval and publishing workflow configured. Don’t trigger the publishing workflow. There would be so many new approvals Default new files to the status of Approved Don’t lose historical versions and approval status. A simple test example was needed to try this out. Create a Document Library: I created a new Document Library with the following: SharePoint Version: SharePoint Online  App: Document library   Experience: Classic   Library Settings > Version Control > Content Approval: (Yes)  Library Settings > Version Control > Version Settings > Major and Minor Drafts:  (Yes)  Library Settings > Workflows [...]

Building a Successful SharePoint ECM/ERM System in the Real World

If you listen to what is often said about SharePoint in enterprise records management (ERM), you might conclude that it is a mile wide and an inch deep.  In other words, the conventional wisdom seems to be that SharePoint has a broad set of capabilities in theory, but in practice lacks the depth of its competitors such as Documentum, OpenText, and Laserfiche.   But this comparison isn’t really fair, for three reasons:   SharePoint “out of the box” costs a fraction of what these other products do.  SharePoint’s competitors are often an amalgamation or “marketing bundle” of a variety of different products that have been purchased or licensed by the OEM, and often indifferently integrated with each other.  The implementation of “enterprise-class” ECM systems usually includes [...]

You almost became the next Equifax. Did you even know? (Part 1 of 2)

While Equifax made global headlines with their cyber breach, IBM’s research has shown that small and mid-sized businesses (SMBs) are the targets of 62% of all cyber attacks. That equates to 4,000 SMBs daily¹ – or in more context, nearly 1 in 4 (24.33%) of U.S. SMBs (excluding nonemployers) annually. While an attack on your organization may not create global headlines, the impact to your organization and its’ employees could be devastating. If it extends to your customers’ information and records, it could negatively impact them and shatter your reputation. How devestating? I’ll share a real-world example. […]