SharePoint

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 [...]

Nintex User Group: Simple workflows can use simple approaches

Sometimes technology makes some scenarios worse. At our last Nintex User Group in Detroit, I presented an approach for solving small scale static approval processes (it was met with raving reviews – and lots of questions). The issue: The use of Nintex Flexi-tasks and Approval tasks are the standard tools to notify and gather approval feedback. They are feature-rich, scalable, and easy to use. However, they present a few barriers: Reporting: The SharePoint list item and process data are not in the same data-set. Since approval tasks are stored in a separate list, and their comments, in order to get a consolidated view of both the SharePoint list item and process approval history, you have to combine the one to many data sets [...]

2019-04-01T16:57:05+00:00By |Forms, Nintex, SharePoint, Workflow|

Use Report Builder 2012 to Visualize Your SharePoint Data

Quick and Dirty Reporting for SharePoint 2013 Applications - Part 1 Good restaurants are hard to come by. The combination of tasty food, atmosphere, price, and service is a mix many owners never master. The same is true in using SharePoint as a platform to develop a department sized application. Microsoft Access, Excel and Lotus notes have traditionally played in this “no-code” space. However, SharePoint offers: tables, forms, a workflow engine, but lacks a little in the reporting area. A simple tool I have been using to resolve this shortcoming is Microsoft SQL Server 2012 Report Builder (you can download it for free here). Report Builder is a free graphics interface tool that visualizes data in table or chart formats. [...]

2019-07-02T18:46:40+00:00By |App Development, SharePoint|

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 [...]

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|

Use Report Builder 2012 to Visualize Your SharePoint Data Part 2

Quick and Dirty Reporting for SharePoint 2013 Applications - Part 2 Last week I shared with you how to build a report with Microsoft SQL Server 2012 Report Builder (take a look). This week we will dive into how to get these reports to display in your SharePoint environment. Part 2: Display the report in the SharePoint Navigate to a library within your SharePoint site. It can really be anywhere users who have access to the report data also have access. I like to use a library within the site where the source data is stored. Upload the report you just created and saved locally. Click the button: Open For a quick test, click on the report that just got uploaded. It should [...]

2019-07-12T13:29:02+00:00By |App Development, SharePoint|

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 [...]