Tag Archive | "site"

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A Site in Transition and a Conference Announcement

Posted on 24 December 2012 by Spade

wpeDSee Me at Tech Ed

Happy May!

I’ll be changing over to my new server soon. Just to keep things simple, I’m turning off CKS:EBE during the transition.

In the mean time, I’ll be working the TLC booth at Microsoft Tech Ed 2011 in Atlanta this month. I hope to see you there!


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Reduce Administrator Workload Using Extranet Collaboration Manager for SharePoint 2010′s (ExCM) "Site Sponsors" Feature

Posted on 24 December 2012 by Spade

Extranet
Collaboration Manager (ExCM) 2010
has the ability to greatly reduce the
workload on your IT Department by implementing what we call “Site
Sponsors.”  Site Sponsors can be either
Windows or Forms Based Authentication (FBA) users, and are basically users with
some elevated privileges who are capable of managing the Extranet Users for a
given site.  Let’s take a closer look at
Sponsorship and how it’s configured.

We access the Site Sponsors options under the “Extranet
Management” menu located in Site Settings:













From that screen we can see any existing Site Sponsors as
well as the options for managing them:

For this blog, we will create a new Site Sponsor.  Let’s assume that the AMCE Corporation is a
client of ours who uses our extranet to access information important to
them.  We will create a new Site Sponsor,
a user from the ACME Corporation, and make him responsible for managing all the
ACME users who access our extranet.  This
is an “extreme” example of Sponsorship (since this sponsor is outside the
company), but I believe it illustrates the feature nicely. Now, let’s take a
closer look at how Sponsorship is configured. 
After “New Site Sponsor” from the ribbon, the screen below is presented:

First, I will select a user to be the Site Sponsor.  I will stick to using Extranet Users for the
purpose of this illustration:

Next, we need to configure our Security Settings.  This is probably the least understood topic
when using Sponsorship, so let’s take a close look at each area.  The first area is the “Associative Security
Definition.”  These are the SharePoint
Groups and/or Extranet Roles to which every user this Sponsor invites to the
site will automatically be added.  In
this example, I have created a role name “ACME Members” and added that Role to this
site’s “Visitors” SharePoint Group.  By
entering “ACME Members” in this area, every user that Timmy invites will
automatically be added to the “ACME Members” Role and will therefore have basic
read-only access since the Role has been added to the site’s “Visitors” group.

The next area is the “Optional Associative Security
Definition.”  Any SharePoint Group and/or
Extranet Role entered here will be presented as checkboxes to the Sponsor when
he invites users to the site.  In this
example, I have entered another Role I created named “ACME Managers” that has
greater privileges than the “Members” Role because I have added it to the
site’s “Owners” SharePoint Group:

Finally, we have the “Administrative Security
Definition.”  This includes the Groups
and/or Roles that the Site Sponsor can manage. 
When we say “manage” in this situation, we are referring to specific
permissions the Sponsor has been granted. 
Here are the possible permissions that can be assigned:

All of these are checked by default, but you can customize
them to your specific needs.  The best
practice for the “Administrative Security Definition” is to add any Groups
and/or Roles that appear in the first two Security Definition boxes.  This ensures that any user the Sponsor
Invites, he can also manage:

Finally, we have the “Include Site Groups” option.  When this is set to “Yes,” any SharePoint
Groups the Sponsor is currently associated with for the site will be included
in both the Optional and Administrative Security Definitions.  For this example, I will select “No” in this
area:





Now that we have successfully created a Site Sponsor, let’s
log into our site as that Sponsor and invite a new user from the ACME
Corporation.  Here are the new options that
the new Sponsor sees when clicking “Site Actions:”

From here, they can both invite new users and manage
existing users that they sponsor.  After
clicking on “Invite Users,” we see this:

Notice the “Site Access” area.  As you can see, the “Optional” Security
Definition appears here to allow the Sponsor to optionally add the new user to
the Groups and/or Roles specified…along with the “Associative” Security
Definition to which they will be added automatically (ACME Members in this
case).

After clicking “Save,” the invitation is sent to the new
user.  When they open it, here’s what
they see:

After completing the registration, we can review it under
the “Invitations” area of the Extranet Management menu.  Notice the “Sent By” and “Security Definition”
areas:

So we can see that this invitation was sent by our new Site
Sponsor, and that Jeremy was also added to the appropriate Security
Definitions.

The last area we’ll review here is the “Manage Users” screen
for the Site Sponsor.  After logging back
in as my new Sponsor and clicking “Site Settings – Manage Users,” we see this:


From here, the Sponsor can do things like create new user
(via invitation or manually), grant and remove access, change a user’s
password, etc.  Notice that we see an
additional user than the one we just invited. 
This is due to the “Administrative Security Definition.”  The other user (Tony) is also a member of the
ACME Members and ACME Managers Roles, so our new Sponsor can also manage him.

Site Sponsorship gives IT administrators the ability to
offload basic extranet administration tasks to capable, responsible users,
freeing up their time for important IT work, and reducing IT labor costs.


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Variations in SharePoint 2010 – Connecting People with Content

Posted on 21 March 2012 by Spade

When you provision a new SharePoint publishing site, one of the first options you’ll see on the default welcome page is to use the Variations feature to manage multi-lingual sites and pages. My name is Josh Stickler and I’m the Program Manager responsible for Variations. In this post, I’ll provide a brief overview of the Variations feature and highlight main improvements in SharePoint 2010.

If there are additional areas that are of particular interest to you, please post in the comments section and I will try to address as many as I can. I’d really appreciate getting any and all feedback. Thanks!

What is the Variations feature?

Variations is a SharePoint feature that facilitates the management and maintenance of content that can be served to multiple audiences. These audiences can vary in terms of different languages, countries, or regions, but they can also represent different brands or devices.

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How does Variations work?

For each channel you wish to serve content, you can specify a Variations label. Labels are instantiated as SharePoint publishing sites and the full set of labels in a site collection is referred to as the Variations Hierarchy. I refer to SharePoint publishing sites created and managed by the Variations feature as “variation sites.”

Using variations, target variation sites reflect one source variation site in terms of pages and site structure. When setting up variations, specify one variation site as the source; all other variation sites are targets. By default, pages published on the source variation site are copied to all target variation sites as draft versions and sites created on the source are created (not copied – this is an important distinction) on all target variation sites. You can only have one source variation site per Variation Hierarchy and you can only have one Variation Hierarchy per site collection.

What’s new in SharePoint 2010?

The concept and core architecture of Variations, in which pages and site structure are replicated across multiple variation sites in a site collection remains the same as in Microsoft Office SharePoint Server 2007; however, we have made significant improvements to better meet the needs of enterprise customers serving content across multiple channels.

These improvements can be divided into four categories:

  • Server Citizenship
  • Content Distribution
  • Editing Experience
  • Reliability

Server Citizenship

Variations operations now execute in the background via timer jobs. For the end user, this means that you no longer have to wait at a progress screen for operations to complete.  For the system administrator, this means that the cost of resource-intensive operations like Create Hierarchies can be better managed.

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You can adjust the frequency with which Variations operations run in Central Administration. Next, I’ll explain the difference between the “Create” and “Propagate” timer jobs in the context of improvements we’ve made to the Variations content distribution models.

Site and Page Propagation

MOSS 2007 featured two models for distributing pages across your Variations Hierarchy:

1. Automatic Creation: If “Automatic Creation” is enabled on the Variation settings page (it is enabled by default), then publishing a page on the source variation site will cause that page to be copied to all target variation sites.

2. Manual Creation: If “Automatic Creation” is disabled, then the “Create Variations” Ribbon button is the only way to copy a new page to a specific, individual target variation site.

We’ve received feedback that there are often cases in which changes need to be published locally to the source variation site without being propagated to all targets. For instance, if the source variation site has a typo in English, the correction may not be relevant to a target site in German, so if the correction is published in the source page, it can be unnecessarily confusing to copy this changed English version to all target sites.

In SharePoint 2010, we introduce a third, “hybrid” content distribution model:

3. On-Demand Page Propagation

A setting has been added (configurable through the Object Model) to disable Automatic Page Propagation. When the setting is enabled, publishing or approving a page on the source variation site will not cause that page to be copied to any target variation sites. The "Automatic Creation" setting will be ignored for pages. "Update Variation" and "Create Variation” are the means by which a user can distribute content across the Variation hierarchy on-demand.

I’ll go into more detail on content distribution models in a future post. But so as not to keep you in suspense on how to configure on-demand page propagation, here are the PowerShell commands:

Enable On-Demand Page Propagation:

[System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint")
$site = new-object Microsoft.SharePoint.SPSite("http://yourserver/sites/abc")
$folder = $site.RootWeb.Lists["Relationships List"].RootFolder
$folder.Properties.Add("DisableAutomaticPropagation", "True")
$folder.Update();

Disable On-Demand Page Propagation:

[System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint")
$site = new-object Microsoft.SharePoint.SPSite("http://yourserver/sites/abc")
$folder = $site.RootWeb.Lists["Relationships List"].RootFolder
$folder.Properties.Remove("DisableAutomaticPropagation")
$folder.Update();

We’ve also made improvements for target variation site content owners to better understand what has changed on the source variation site when new draft versions appear on a target variation site.

Editing Experience

To make efficient use of their time and effort, target variation content editors need an easy and informative way to determine what content is new when pages are propagated from the source variation.

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A new “View Changes” button compares the most recent source version propagated to the target with the most recent source version published on the target.  Changes are highlighted in a pop-up report to enable content processing directly in the rich-text editor.

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Highlighted report

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Corresponding location in the Rich Text Editor

This button is available on a target variation page after it has been published once and a new draft version has been copied from the source variation site via one of the Variations timer jobs. I will go into more detail on this new feature in an upcoming blog post dedicated to explaining View Changes with screenshots, a sample workflow, and an example scenario.

Reliability

One of our main goals for Variations in SharePoint 2010 is to make the feature more reliable so enterprise customers can entrust management and distribution of content across multiple channels to Variations.

Now that Create Hierarchies runs in the timer service, we support pausing and resuming this operation during timer service recycles to support long-running operations in large deployments. This also means that the process is not affected by Application Pool recycles. We’ve also made the relationships list, which tracks all target pages linked to a source page, more robust. We now track variations pages using GUIDs for better performance and scale.

Thanks for reading. Check back soon for upcoming blog posts on what’s new in Variations and other exciting developments in Enterprise Content Management.

Regards,

Josh Stickler

Program Manager


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Creating your own Site Content and Structure Reports

Posted on 14 March 2012 by Tony

The “Site Content and Structure” reports are a great way of finding files which are pending approval or checked out but I just realised you can create your own reports.

If you have never seen these reports before:

Go to site settings –> Site Administration –> Content and structure

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But you can create you own reports by going to “View all site content”

Under lists –> Content and Structure Reports

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Here you can see all the reports available from C & S as well as the CAML that makes these reports.

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SharePoint: Stay away from my search result pages [insert search engine name here] bot!!

Posted on 01 March 2012 by Tony

One thing you probably do not want with your public facing site, is for the search engine to waste it’s time crawling your search pages.
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Programmatically Setting SharePoint 2010 Calendar Overlays

Posted on 26 January 2012 by Spade

I recently did a project where my client needed several calendars provisioned via a Feature Receiver when a particular type of Site Collection was created; they had one primary calendar and they wanted all the other calendars to be overlaid onto the primary one using SharePoint 2010’s Calendar overlay capabilities. Here’s a quick summary of [...]
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SharePoint Server 2010 Service Pack 1 PowerShell Changes

Posted on 20 January 2012 by Tony

As most people know by now, Service Pack 1 for SharePoint 2010 was released to the public today. There’s already been a lot of hype over some of the new capabilities such as the site recycle bin and some folks have documented/demonstrated some of the new PowerShell cmdlets that are available to manage this new [...]
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Calling All People

Posted on 06 January 2012 by Tony

wpe4Which Way did They Go?

One of the big attractions (and honestly, biggest fears) of SharePoint for overworked Network Administrators is its ability to delegate permissions management to site collection owners. For purposes of this article, I’m going to gloss over the details of where users are coming from. Suffice to say that they can come from Active directory, or any number of other sources. I’m also not going to talk about breaking inheritance, or anything like that. Instead, I’m going to show you where to find a very useful tool.

Generally speaking, if you have groups available, you want to use them to apply permissions in SharePoint. For example, you might put a network (Active Directory) group into one of the default SharePoint groups. Although it isn’t an ideal practice, on an Intranet, it is common to apply a base level of permissions to anyone who has logged into your network:
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Once users log in and start doing things, they leave a trail of things they have touched, and thus show up as users in SharePoint. On SharePoint 2007, you had an easy to see option to list who had actually done things on your site. This was the "All Users" view. Unfortunately, in SharePoint 2010, there is no obvious way to access this same information. In fact, there are several types of users who you can’t readily see:

  • Individuals who are members of Windows groups (such as Authenticated Users above).
  • Site Collection Administrators
  • People given permissions through Web Application policies

The good news is, the information is still there. To get to it, open any group in People and Groups:

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Then, in the URL, change the "MembershipGroupId" to zero:

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This will result in the classic "All People" view showing up, including every user who has made updates to your site!

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A Word of Caution

Although this view is very useful, there are probably good reasons that it was suppressed in SharePoint 2010. The most likely has to do with a classic SharePoint foible – the so-called"2000 item limit". While that is not (and never was) truly a "limit", the fact is that when lists grow to many thousands of items, rendering views can get pretty slow.

SharePoint 2010 has made great strides in working around this issue compared to SharePoint 2007, but there are still some performance constraints when rendering large lists. Given the importance of the Users list, having it locked during a large read could be "a very bad thing." In a large environment, you could have tens (or hundreds) of thousands of people accessing a singe site collection, meaning tens (or hundreds) of thousands of items in the Users list. Attempting to render an unfiltered view of "All People" in such a case could be disastrous.

So, now that you know how to find the All People view, you need to treat it like a sharp knife or a power tool. Handle with Care!


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Service Pack 1 for SharePoint 2010 Products documentation

Posted on 28 August 2011 by Tony

After months of planning and hard work, Service Pack 1 for SharePoint 2010 Products is live and available for download. Service Pack 1 provides additional functionality and specific fixes, such as the ability to recover site collections and sites from the Recycle Bin, granular management and insight into storage using StorMan.aspx (Storage Space Allocation), and many others.

The SharePoint documentation team has published new and updated articles that were available as of June 28. For more information about these articles, as well as to learn what’s new in this service pack, download the Service Pack 1 for SharePoint Foundation 2010 and SharePoint Server 2010 white paper.

The following SharePoint team blog post provides more information about the contents of the service pack, such as its contents, how to download it, and FAQs: http://sharepoint.microsoft.com/blog/Pages/BlogPost.aspx?pID=984

You can also visit the Updates for SharePoint 2010 Products Resource Center (http://technet.microsoft.com/en-us/sharepoint/ff800847.aspx) to get detailed information about installing the service pack.


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SharePoint = Job Security

Posted on 09 May 2011 by Tony

Just in case you didn’t get the memo SharePoint is the fastest selling server product in the history of Microsoft according to BillG. (doesn’t that also make it the fastest selling server product, period?)
In a blog conversation I had with the honorable Cliff Reeves he noted a very interesting site: http://www.itjobswatch.co.uk/jobs/uk/sharepoint%20server%202007.do It’s all UK focused, but the data surely reflects a global trend. SharePoint is hot and people who know SharePoint are hotter. A quick search of any of the major US based job sites would tell you SharePoint is high demand and the pay is very good. I’m confident this microcosm of hotness will fair well in a possibly existing or pending economic downturn.
In my dealings with customers and partners one thing is clear. There’s not enough SharePoint people to go around. Especially here at Microsoft. Sometimes warm-bodies are good enough especially if they can mumble share and point together in a sentence. The bottom line, if you are in a unappreciated technical field and looking for a more rewarding career consider SharePoint. If you are looking to ramp up on SharePoint quickly there are some good partner and Microsoft training resources. You can find a list of Microsoft training resources here and you can search for SharePoint and Training and get a pretty good list of partner opportunities. If you are completely new to SharePoint I would highly recommend you get some information worker focused training under your belt before diving into administration or development. This will go a long a way towards ensuring a well-rounded SharePoint skill-set….(read more)
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