Microsoft Office Archives

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. Report Builder can connect to numerous data sources, but what I like about it is that a SharePoint list is one of them. One of the core benefits of this ...

Red Level2023-02-16T16:01:29+00:00

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 user name in question and check their permissions to the list Review all the permissions that the user is assigned throughout the site Alter and modify the additional permission and ...

Clay Osborn2023-02-16T16:01:31+00:00

Azure Information Protection

How do you ensure your organization's confidential documents are accessible by approved eyes only? Fear not. Azure Active Information Protection can be your trusted friend to ensure that the sensitive data is well protected when appropriate groups or policies are set up and implemented. Specifically, Azure Information Protection, which is data loss prevention (DLP) for documents can be utilized to secure your confidential data. This blog provides a high-level overview of the DLP solution for Microsoft Azure. There are some different ways to start leveraging the platform and protecting your sensitive documents. Labels Place appropriate labels on your documents - you can have these labels applied by the users as they're editing documents Using client application and plugins into the office applications to apply labels when editing documents Customize your labels to control access to the documents by department or personnel. Create visual marking on the documents, such as header, ...

Red Level2023-02-16T16:01:33+00:00

Azure Active Directory Identity Management

Microsoft Office 365 is widely used in many organizations. If you are an administrator for your Office 365, you are likely to be familiar with the Admin Center to look at user accounts and monitor activities. But do you know all the account activities were pulled in from Azure Active Directory in the cloud and are only displayed in the admin center? If you've got Dynamics, Exchange, SharePoint, or any of the Microsoft software that is in the Cloud, it's going to be using Azure Active Directory as its Identity Manager in the back end. There are a couple different approaches to manage identity in Azure Active Directory. Identity Sharing- As an admin, you may be familiar with creating Active Directory trust to different organizations, so you can authenticate across organizations or different servers across organizations. However, you don't have that ability with Azure Active Directory. In Azure AD, it's called ...

Red Level2023-02-16T16:01:34+00:00

Multi-Factor Authentication Conditional Access Configuration

Multi-Factor Authentication Conditional Access and Policies Configuration Multi-factor authentication (MFA) creates an extra step to verify user identity who wants to gain access to your server or database. MFA provides greater security with that layered authentication approach. When hosting MFA on-premises, you can lock down the server or cloud applications that are tied in with Microsoft ADFS (Active Directory Federation Services) in the environment that you have deployed. In this blog, we will be discussing a couple of different ways to manage the cloud version MFA, including setting up conditional access for your MFA. MFA Management Console Go to your Groups and select MFA authentication You should see a list of your users with an indication if they have already enabled MFA Enable MFA for your administrators or selected users By enabling MFA, your users or admins will be prompted to set up their second form of authentication device when ...

Red Level2023-02-16T16:01:34+00:00

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. 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 open and display live data. Note: this might be good enough, however you can also display it in a part of a page through a web part. Click the breadcrumb link to ...

Red Level2023-02-16T16:01:39+00:00

OneNote: How to use it in an organization

What is OneNote? OneNote is, as its name implies, an electronic notebook. It excels as a personal tool for recording ad hoc, unstructured information that you need to write down quickly without the need for a lot of planning and organization. Information such as: Names, addresses, phone numbers Outlining/brainstorming documents Research notes Planning schedules and appointments Meeting notes Note that many of these information types may have a better place to record them in a structured way for sharing in the organizations. For example: Contact information can be stored in Exchange, either in your personal contacts or in shared contacts; or in a CRM system. Finished documents should go in a document management repository. Research notes and meeting notes, however, are particularly good candidates for long-term storage in OneNote. Meeting notes also take advantage of a second key feature of OneNote—the power to share notes and even co-author notes with ...

Red Level2023-02-16T16:01:42+00:00