tag:blogger.com,1999:blog-78283204229910834992024-03-21T06:17:53.865-07:00SharePointMadam's Tricks (and Tips)SharePoint tricks (and tips) for end-users, power-users, and other non-IT professionals who utilize SharePoint whether they like it or notAnonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.comBlogger20125tag:blogger.com,1999:blog-7828320422991083499.post-9687811925847377632017-11-10T12:22:00.000-08:002017-11-10T12:22:33.865-08:00Stranger Things Happening After Installing KB4041994<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;">I have an HP laptop, with an Intel Core i7 processor and
12GB of RAM. On 11/5/2017, I downloaded the Windows 10 Home update version 1709
(OS build 16299.19). My laptop ran without any problems until 11/7/2017, when
KB4041994 was installed through Windows Updates. After that, I could not access
the Start Menu by clicking the Windows button on the keyboard. Then I noticed
that clicking on the apps pinned to the taskbar did nothing. Right-clicking on
the apps would make the menu appear and disappear just as quickly. Pressing
CTRL + ALT + DEL did nothing, too. I resorted to doing a force shutdown by
holding down the power button.<o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;">After waiting a few minutes, I turned on my laptop again. I
had the same issues, so I did another force shutdown. Before powering up again,
I removed the battery from my laptop. This time, my laptop seemed to work just
fine. So I thought the issue was resolved. I completed my work, properly
shutdown my computer, and went out of town (without my laptop) for a few days.<o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;">On 11/10/2017, I returned home and powered up my laptop.
Once again, I could not right-click or open apps pinned to the taskbar, nor
could I get to the Start Menu. By pressing CTRL + ALT + DEL, I was able to get
to the power icon (in the lower right corner of the screen). From there, I
chose Restart. After waiting for a while, I received this error:<o:p></o:p></span></div>
<br />
<div class="MsoQuote">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div class="MsoQuote">
<span style="font-family: Arial, Helvetica, sans-serif;"><i>Too many other files are currently in use by 16-bit programs.
Exit one or more 16-bit programs, or increase the value of the FILES command in
your Config.sys file.</i><o:p></o:p></span></div>
<div class="MsoQuote">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjtFrttSTC2hBMb_BYM7wrTSdcchQarXVhaceSamPl5QfJb5Biq7O63v9W12BhU8DsygYiuUo3aOGjhojMMMdaaQSNHPWyAow8Bc2AgayolX_qsM_vP0YP1HEwN5qUzo9nHOXssv3FogBhL/s1600/16-bit+error.png" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" data-original-height="133" data-original-width="558" height="95" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjtFrttSTC2hBMb_BYM7wrTSdcchQarXVhaceSamPl5QfJb5Biq7O63v9W12BhU8DsygYiuUo3aOGjhojMMMdaaQSNHPWyAow8Bc2AgayolX_qsM_vP0YP1HEwN5qUzo9nHOXssv3FogBhL/s400/16-bit+error.png" width="400" /></span></a></div>
<div class="separator" style="clear: both; text-align: center;">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;">I know enough about computer hardware, software, and
operating systems to know that messing with the Config.sys file is a bad idea.
Instead, I clicked OK to dismiss the error, went back to CTRL + ALT + DEL, and
chose Shutdown this time. To my surprise, it shutdown properly.<o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;">So I tried the battery trick again. However, this time,
without the battery, my laptop would not power on. Disappointed, I put the
battery back and then tried to power on the laptop. It started! Since then, I
have been able to work without errors.<o:p></o:p></span></div>
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;"><br /></span></div>
<div class="separator" style="clear: both;">
</div>
<div class="MsoNormal">
<span style="font-family: Arial, Helvetica, sans-serif;">I’m afraid that if I shutdown or reboot again, I’ll end up
in the upside down. And I don’t have a pet demadog to save me.</span><o:p></o:p></div>
<div class="MsoQuote">
<br /></div>
Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com27tag:blogger.com,1999:blog-7828320422991083499.post-87216518644839923222017-08-23T17:08:00.002-07:002017-08-23T17:08:58.910-07:00Do You Need To Be GDPR Compliant?<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<span style="color: #222222;">The </span><a href="https://www.microsoft.com/en-us/TrustCenter/Privacy/gdpr/default.aspx" target="_blank">GDPR Self-Assessment by Microsoft</a><span style="color: #222222;"> will help you
identify if your organization needs to be GDPR compliant by the May 25, 2018
deadline.</span></div>
<div style="font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="color: #222222; font-family: Calibri; font-size: 11.0pt; margin: 0in;">
The
following are some of the grounds for compliance that might apply to your
organization.</div>
<ul style="direction: ltr; margin-bottom: 0in; margin-left: .375in; margin-top: 0in; unicode-bidi: embed;" type="disc">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="color: #222222; font-family: Calibri; font-size: 11.0pt;">EU
citizens/residents who are your employees are subject to GDPR (no matter
where in the word they live or work)</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="color: #222222; font-family: Calibri; font-size: 11.0pt;">Collecting
personal data about employees, customers, and/or consumers are cause for
GDPR compliance</span></li>
<ul style="direction: ltr; margin-bottom: 0in; margin-left: .375in; margin-top: 0in; unicode-bidi: embed;" type="circle">
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="color: #222222; font-family: Calibri; font-size: 11.0pt;">Photos on
video monitors and/or company badges are personal data (because of facial
recognition/bio-metric data) and are thus subject to GDPR</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="color: #222222; font-family: Calibri; font-size: 11.0pt;">Using website
cookies and/or collecting IP or MAC addresses are considered methods for
collecting personal data</span></li>
</ul>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="color: #222222; font-family: Calibri; font-size: 11.0pt;">Any vendors
that have access to personal data of EU citizens/residents must be GDPR
compliant, and it is your organization's responsibility to verify, to the
extent possible, that the vendor meets GDPR compliance</span></li>
<li style="margin-bottom: 0; margin-top: 0; vertical-align: middle;"><span style="color: #222222; font-family: Calibri; font-size: 11.0pt;">Just because
your organization or a vendor is Privacy Shield certified does not
automatically guarantee GDPR compliance</span></li>
</ul>
<div style="color: #222222; font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="color: #222222; font-family: Calibri; font-size: 11.0pt; margin: 0in;">
Non-compliance
will result in a minimum fine of €20,000,000 or 4% of transactions,
whichever is greater. Additionally, failure to pay the fine can result in your
organization being banned from conducting business in the EU, asset
seizure/forfeiture, and fines from other government agencies (including U.S.
government agencies).</div>
<div style="color: #222222; font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<br />
<div style="color: #222222; font-family: Calibri; font-size: 11.0pt; margin: 0in;">
If you
feel that your organization will need to be GDPR compliant by May 25, 2018,
Office 365 has security features and a GDPR portal to help your organization
meet GDPR compliance.</div>
<div style="color: #222222; font-family: Calibri; font-size: 11.0pt; margin: 0in;">
<br /></div>
<div style="color: #222222; font-family: Calibri; font-size: 11.0pt; margin: 0in;">
If you'd like a recommendation for a vendor who can help you with Office 365 and GDPR compliance, just reply below or email me with your contact information. I promise I don't get a commission!</div>
Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com4tag:blogger.com,1999:blog-7828320422991083499.post-636196525098192042016-06-16T09:15:00.001-07:002016-06-16T09:15:37.334-07:00The Phantom Workflow
<br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Calibri; font-size: large;">If you’re a fan of the original <i style="mso-bidi-font-style: normal;">Star
Wars</i> trilogy, you may have wondered “Where did the Storm Troopers come
from?” As a child, I thought they were robots.</span></div>
<span style="font-size: large;">
</span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Calibri; font-size: large;">Similarly, a customer and I recently came across a phantom workflow and
wondered “Where is this workflow running from?”</span></div>
<span style="font-size: large;">
</span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Calibri; font-size: large;">The customer, who is a site collection administrator, created a list on
one of his subsites. He then added a Nintex workflow to the list. Because he
needed to clone the structure for other lists, he saved the list as a template
and created a new list from the template. </span></div>
<span style="font-size: large;">
</span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Calibri; font-size: large;">Once he started adding entries to the new list, the customer noticed
that the workflow attached to the original list was running on the new list.
However, when he went to Manage Nintex Workflows, there were no workflows for
the new list. So he let the phantom workflow run, until he needed to change the
wording in the email notification. So he asked me how he could access the
phantom workflow.</span></div>
<span style="font-size: large;">
</span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Calibri; font-size: large;">Baffled by the mystery, I reached out to my friends </span><a href="https://twitter.com/vadim_tabakman"><span style="color: #0563c1; font-family: Calibri; font-size: large;">Vadim Tabakman</span></a><span style="font-family: Calibri; font-size: large;">, a Nintex
Evangelist, and </span><a href="https://twitter.com/diverdown1964"><span style="color: #0563c1; font-family: Calibri; font-size: large;">John White</span></a><span style="font-family: Calibri; font-size: large;">, a
Nintex expert user (and the Obi-Wan Kenobi of Power BI). They explained that
the list template copied over the SharePoint pieces for the workflow. While the
Nintex workflow was listed in SharePoint Designer (SPD), it could not be edited
(nor would you ever edit a Nintex workflow in SPD).</span></div>
<span style="font-size: large;">
</span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Calibri;"><span style="font-size: large;">There was one solution. First, I informed the customer that deleting
the phantom workflow would also delete all of its workflow history. Next, using
SharePoint Designer, I deleted the workflow. (<b style="mso-bidi-font-weight: normal;">Note:</b> If the original workflow for the original list was called Workflow1,
then the phantom workflow associated with the new list would be called
Workflow2.) After deleting the correct workflow, I exported the original Nintex
workflow to a .nwf file. Then I imported the .nwf file into a new, blank
workflow attached to the new (cloned) list. At this point, the customer was
able to modify the email notification in the new list’s workflow, without
affecting the email notification in the original list’s workflow.<o:p></o:p></span></span></div>
<span style="font-size: large;">
</span><br />
<span style="font-size: large;">
<span style="font-family: "Calibri",sans-serif; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-bidi-theme-font: minor-bidi; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">Now that we know where the phantom workflow (and
the original Storm Troopers) came from, you may be wondering “What if I’m not
using Nintex?” So I tested, and yes, a workflow created in SharePoint Designer
could also appear as a phantom workflow.</span></span>Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com3tag:blogger.com,1999:blog-7828320422991083499.post-36557013000474450862015-05-12T06:49:00.001-07:002015-05-12T06:50:31.795-07:00Error Saving List as Template<span style="font-family: Arial, Helvetica, sans-serif;">I</span><span style="font-family: Arial, Helvetica, sans-serif;"> have full control. So why can’t I save a list (or library) as a
template?<o:p></o:p></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<span style="font-family: Arial, Helvetica, sans-serif; font-size: 11pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-bidi-theme-font: minor-bidi; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">As the owner of a sub-site, you have full
control. You can create a list and get to list settings. But when you click
Save List as Template, you get an error.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi8BhoQd-9rUKiMHEPYgn_gyuXTipXguG5bWFXw6a4hifsPrV9zGcXv67xCafUCSPjLVvxSVgUS0V1V_7B7VGZQUerrTfxu0ltOTGuRY2y2hGRuvf1PBqjR4KWNeVWdt8RX3Cl3qMABYX-k/s1600/Site+Not+Shared.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="16" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi8BhoQd-9rUKiMHEPYgn_gyuXTipXguG5bWFXw6a4hifsPrV9zGcXv67xCafUCSPjLVvxSVgUS0V1V_7B7VGZQUerrTfxu0ltOTGuRY2y2hGRuvf1PBqjR4KWNeVWdt8RX3Cl3qMABYX-k/s320/Site+Not+Shared.jpg" width="320" /></span></a></div>
<span style="font-family: "Calibri",sans-serif; font-size: 11pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-bidi-theme-font: minor-bidi; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"></span> <div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: "Calibri",sans-serif; font-size: 11pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-bidi-theme-font: minor-bidi; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"><span style="font-family: Arial, Helvetica, sans-serif;">The reason is that list templates are stored in the List templates
gallery—which is a document library—on the root of the site collection. If you
don’t have Full Control there, you can’t save to the gallery. Thus, you can’t
save a list as a template.</span></span></div>
<span style="font-family: "Calibri",sans-serif; font-size: 11pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-bidi-theme-font: minor-bidi; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"><div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Arial, Helvetica, sans-serif;">
</span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi4tN8gf2HqGLp93WYdqhx457vxyvBEZBMpPS_avlt0H-QBjn7I_PZ1TEODPbMpzbv2aHSW_UEIAaFHklPgS2R0MSSqJsZeJRuTgXsjN5eMh7dy88OfHAGa7QVsB6G8swERyo-58ADGdyhZ/s1600/WebDesignerGalleries.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi4tN8gf2HqGLp93WYdqhx457vxyvBEZBMpPS_avlt0H-QBjn7I_PZ1TEODPbMpzbv2aHSW_UEIAaFHklPgS2R0MSSqJsZeJRuTgXsjN5eMh7dy88OfHAGa7QVsB6G8swERyo-58ADGdyhZ/s1600/WebDesignerGalleries.jpg" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;">
</span></span><span style="font-family: Arial, Helvetica, sans-serif;">
</span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Arial, Helvetica, sans-serif;">You have two options. First, you can obtain the necessary permissions
to the root of the site collection. If that’s not possible, then your site
collection administrator will have to create the list template for you. Perhaps
with enough requests, you’ll get the permissions you desire.<o:p></o:p></span></div>
Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com1tag:blogger.com,1999:blog-7828320422991083499.post-27835941428208083892015-02-19T05:55:00.000-08:002015-02-19T06:07:55.943-08:00Drop Off Library Setup Guide<span style="font-family: Calibri;"><span style="font-size: 12pt; mso-bidi-font-family: Arial;">The Drop Off
Library was introduced in SharePoint 2010 and is still available in SharePoint
2013. Its purpose is to automatically route documents from a “dumping ground”
(in the form of a document library) to the appropriate location (another
document library) based on content types. The Drop Off Library and the
destination library do not have to be in the same site or even in the same site
collection.</span></span><br />
<br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">As an
example, an organization can put a Drop Off Library on each department’s site.
After employees upload their expense reports and select the expense report
content type, SharePoint will then move the expense report to the appropriate
document library on the accounting department’s site. The employees never have
to leave their own department’s site.</span></span></div>
<br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">Before you
begin, make sure you have created the necessary content types and assigned
those content types to the destination drop off libraries. If you’re going to
use the same content type across multiple sites within the same site
collection, set up the content type at the top level of the site collection so
that you only have to create it once. Similarly, if you’re going to use the
same content type across multiple site collections, set it up in your content
type hub (if you have one). For more information on creating content types, see
my previous blog post </span></span><a href="http://sharepointmadam.blogspot.com/2014/08/document-sets-step-by-step-guide.html"><span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="color: #0563c1; font-family: Calibri;">Document Sets: A
Step-by-Step Guide</span></span></a><span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">.</span></span></div>
<br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">To begin, you
must first activate the Content Organizer site feature on all the sites where
you want to have drop off libraries (the dumping ground) and destination
libraries.<o:p></o:p></span></span></div>
<br />
<span style="font-size: 12pt; mso-bidi-font-family: Calibri; mso-bidi-theme-font: minor-latin;"><span style="mso-list: Ignore;"><span style="font-family: Calibri;">1.</span><span style="font-size-adjust: none; font-stretch: normal; font: 7pt/normal "Times New Roman";">
</span></span></span><!--[endif]--><span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">Site Settings > Manage Site Features > Content Organizer >
Activate</span></span><br />
<div class="separator" style="clear: both; text-align: center;">
</div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiD5IQDupfgnzfLSTEQb5Sx6T5hhYZvr_GfQWe2hCbF2csxE4NqbFn7GITtXT2BK047ghqV74SdYbg1gKW_ox0r41yF0_K8i7uit7zpwQuP-9NCZQro_XsGKglCHhdZViNFXIzCpHJSMWwb/s1600/ContentOrganizerSiteFeature.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiD5IQDupfgnzfLSTEQb5Sx6T5hhYZvr_GfQWe2hCbF2csxE4NqbFn7GITtXT2BK047ghqV74SdYbg1gKW_ox0r41yF0_K8i7uit7zpwQuP-9NCZQro_XsGKglCHhdZViNFXIzCpHJSMWwb/s1600/ContentOrganizerSiteFeature.jpg" height="20" width="400" /></a></div>
<br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">Next, you
will set up the Content Organizer Settings on all the sites where you will have
a Drop Off Library.</span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><o:p><span style="font-family: Calibri;"> </span></o:p></span></div>
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">2. Site
Settings > Content Organizer Settings</span><br />
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"></span><br />
<div class="separator" style="clear: both; text-align: center;">
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<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">Review the
default options and change any that don’t fit your business needs. For example,
if you want to allow documents to move to a library in another site (or site
collection), you’ll need to mark the checkbox for <i style="mso-bidi-font-style: normal;">Allow rules to specify another site as a target location</i>.<o:p></o:p></span></span></div>
<br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">Depending on
your philosophy about folders in SharePoint, you may want to mark the checkbox
to <i style="mso-bidi-font-style: normal;">Create subfolders after a target
location has too many items</i>. Personally, I try not to use folders in
SharePoint, but one level of folders is my acceptable limit.</span></span></div>
<br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">In case an
employee uploads the same file multiple times, by default SharePoint will apply
versioning. If you’d rather have separate files (think about your storage
capacity), you can mark the checkbox for <i style="mso-bidi-font-style: normal;">Append
unique characters to the end of duplicate filenames</i>. FYI, these are random
characters and cannot be customized.</span></span></div>
<br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">To ensure
that documents uploaded to a Drop Off Library are routed in a timely manner,
rule managers will receive an email when submissions do not match a rule or
when content has been left in the Drop Off Library. The default is three days,
but you can change that number to better suite your business needs. You can
also specify who the rule managers are (individuals or groups).</span></span></div>
<br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">After the
Content Organizer Settings are to your liking, you will need to set up the
Content Organizer Rules.</span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><o:p><span style="font-family: Calibri;"> </span></o:p></span></div>
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">3. Site
Settings > Content Organizer Rules</span><br />
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"></span><br />
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<br />
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">4. Click <span style="color: #0070c0;">+ new item</span> to
create a new rule.</span><br />
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"></span><br />
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<br />
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"><span style="font-size: 12pt; mso-bidi-font-family: Arial;">Hopefully,
when you created your content types, you put them into a unique group so that
you can filter by that group here. If you didn’t name the content types the
same on this site (or site collection) as the site (or site collection) where
the destination library is, you’ll need to mark the checkbox for <i style="mso-bidi-font-style: normal;">This content type has alternate names in
other sites</i>.</span><br />
<span style="font-family: Times New Roman;">
</span><br />
</span><div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"><span style="font-size: 12pt; mso-bidi-font-family: Arial;">By default,
there is one property-based condition started for you. You can complete it if
you want to use conditions, or you can delete it if you don’t.</span></span></div>
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">
<span style="font-family: Times New Roman;">
</span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;">In the
Destination box, enter the URL for the destination library. Alternatively, you
can click the Browse button to locate the destination library.<o:p></o:p></span></div>
<span style="font-family: Times New Roman;">
</span><br />
<span style="font-family: Times New Roman;">
</span><span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">If
the content type has not been assigned to the destination library, you will see
the error message <i style="mso-bidi-font-style: normal;">The selected library
does not have this content type</i>.</span><br />
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"></span> </span><br />
<div class="separator" style="clear: both; text-align: center;">
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<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"></span><br />
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"><span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">When all the settings are appropriately configured,
click OK. You will be returned to the Content Organizer Rules screen, where you
can view existing rules or create a new one.</span></span><br />
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"><span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"></span></span><br />
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<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"></span><div align="left">
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"> </span></div>
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"><div align="left">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;">Now you’re
ready to test your Drop Off Library.</span></div>
<div align="left">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"></span> </div>
<div align="left">
<span style="font-family: Times New Roman;">
</span><span style="font-size: 12pt; mso-bidi-font-family: Arial;"></span></div>
<div align="left">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;">5. Navigate to the Drop Off Library. (There will be a link to it on the
Quick Launch.)</span></div>
<div align="left">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;">6. Upload a document.</span></div>
<div align="left">
<span style="font-family: Times New Roman;">
</span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;">You’ll notice
that the document is checked out to you. Before you check it in, you need to
select a content type for the document.</span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><o:p> </o:p></span></div>
<div align="left">
<span style="font-family: Times New Roman;">
</span><span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">7. Mark
the checkbox next to the item, click the Files tab above the ribbon, and click
Edit Properties.</span></div>
</span><div align="left">
</div>
</span><br />
<div class="separator" style="clear: both; text-align: center;">
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<div class="separator" style="clear: both; text-align: center;">
</div>
<div align="left" class="separator" style="clear: both; text-align: center;">
</div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">When the Edit
Properties screen opens, you’ll notice a message in a yellow bar at the top.</span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;"><o:p></o:p></span></span> </div>
<div align="left">
</div>
<div class="separator" style="clear: both; text-align: center;">
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<div align="left">
</div>
<div align="left">
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">8. From the Content Type dropdown, select the appropriate
content type.</span></div>
<div align="left">
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"></span> </div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2ZOto_VAgQHC5nyfVLhg3HtZRK6LQJij1ATf9bim8aMQUFIeqnBHO6tccjGm70MfoVZwhebR_iJ54N2l_aMqiIQPN-YN4_17wGMENmmKVE1bfDl7ZwNEdVChaUnYGztHemy-HXHdw4sWT/s1600/SelectContentType.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEj2ZOto_VAgQHC5nyfVLhg3HtZRK6LQJij1ATf9bim8aMQUFIeqnBHO6tccjGm70MfoVZwhebR_iJ54N2l_aMqiIQPN-YN4_17wGMENmmKVE1bfDl7ZwNEdVChaUnYGztHemy-HXHdw4sWT/s1600/SelectContentType.jpg" height="101" width="400" /></a></div>
<br />
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">9. Click Submit.</span></span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;"></span></span> </div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><span style="font-family: Calibri;">The message
Saved to final location will appear with a link to where the document was
moved.</span></span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-size: 12pt; mso-bidi-font-family: Arial;"><o:p><span style="font-family: Calibri;"> </span></o:p></span></div>
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">10. Either
click the link to go the location, or click OK to return to the Drop Off
Library.</span><br />
<div align="left">
<span style="font-family: "Calibri",sans-serif; font-size: 12pt; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: Arial; mso-bidi-language: AR-SA; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"></span> </div>
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Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com19tag:blogger.com,1999:blog-7828320422991083499.post-82041502158816753432014-08-22T10:33:00.001-07:002015-04-28T06:19:41.057-07:00Failed to Decline Request<span style="font-family: Arial, Helvetica, sans-serif;"><strong>Hint:</strong> If you'd prefer to watch the Webucator video on this issue, scroll to the bottom of this post.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Recently, I noticed that the option to
approve a request for access to a site was grayed out. I had full control over
the site; so I knew it wasn’t a permissions issue with my account. The reason
was that there was no group selected. Instead, the dropdown had “Select a group
or permission level.” Once I selected a group, I was able to approve or decline
the request.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgBi0ASvuNgPjTcit0EZAJQK9zXI3BLJhcnLhq0yuR0x9IB8GHRw_UKdYmpz37nGhLtPHpXYyzpdEaGn5LgwQafIIxIOIG-1RET_oQ8bRbRggDO-UhNZww9-6Ru2f6HyXUm2h6k146va172/s1600/Access+Request.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgBi0ASvuNgPjTcit0EZAJQK9zXI3BLJhcnLhq0yuR0x9IB8GHRw_UKdYmpz37nGhLtPHpXYyzpdEaGn5LgwQafIIxIOIG-1RET_oQ8bRbRggDO-UhNZww9-6Ru2f6HyXUm2h6k146va172/s1600/Access+Request.jpg" height="242" width="320" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Then a colleague and I encountered the
“Failed to decline request” error. We both had full control over the site, but
neither of us could decline a user’s request for access to the site.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZfSQ1c4suKqTxp344g91w_Sa7UUxEXshSsJrKyXJfyp2dvJE3-HlVFtVHs6i_l4JoL4IWH4ciPY8QwWyN0-DsMpVSn7MUvD1I3hykr8ByKDpKtE8MrVOXFCAbaeeAaECRrX2pqFVhjBDl/s1600/Failed+to+decline+request.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiZfSQ1c4suKqTxp344g91w_Sa7UUxEXshSsJrKyXJfyp2dvJE3-HlVFtVHs6i_l4JoL4IWH4ciPY8QwWyN0-DsMpVSn7MUvD1I3hykr8ByKDpKtE8MrVOXFCAbaeeAaECRrX2pqFVhjBDl/s1600/Failed+to+decline+request.jpg" /></span></a></div>
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Since selecting a group had fixed my
approve problem, I decided to apply the same logic to this decline issue. Low
and behold, after selecting a group, my colleague and I were able to decline
the request.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">After experiencing these two issues, I
finally recognize the importance of having a default group.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">To set the default group for a site:</span><br />
<br />
<span style="font-family: Arial;">1. <span style="font-size: small;">Navigate to the site</span></span><br />
<span style="font-family: Arial;">2. From the Settings wheel, click <b style="mso-bidi-font-weight: normal;">Site settings</b></span><br />
<span style="font-family: Arial;">3. Under Users and Permissions, click </span><b style="mso-bidi-font-weight: normal;"><span style="font-family: Arial;">People and Groups</span></b><br />
<strong><span style="font-family: Arial;"></span></strong><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKYZUNZpidP-Kc4TzambC5XnOmMZl00G9huUn2svK5XeZMYrMHU_7A8V84WbfjgKbNYbAwKfbmte2sPIi8YtUaR17PoMUYPmIA2v9t09X9ZgerPtzjRWOxDGV0tqGAocILRjG8StI3usMv/s1600/PeopleAndGroups.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiKYZUNZpidP-Kc4TzambC5XnOmMZl00G9huUn2svK5XeZMYrMHU_7A8V84WbfjgKbNYbAwKfbmte2sPIi8YtUaR17PoMUYPmIA2v9t09X9ZgerPtzjRWOxDGV0tqGAocILRjG8StI3usMv/s1600/PeopleAndGroups.jpg" /></a></div>
<strong><span style="font-family: Arial;"></span></strong><br />
<span style="font-family: Arial;">4. Click the group that will be the default</span><br />
<span style="font-family: Arial;">5. Click Settings and select Make Default Group</span><br />
<span style="font-family: Arial;"></span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjh2ns56nDBQuMpFHBrBiZAhyphenhyphenplul2uLkbn1SPWUrjEKmYcGa1jZm7NqOZwGuidyQN2DPHdjrtrmWuTUd1mjhPaAXaqhtbP-gjLwsAWqoDoPNP_GfygthqCHjloqmqErF0VCTIiDbfQYGl8/s1600/MakeDefaultGroup.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjh2ns56nDBQuMpFHBrBiZAhyphenhyphenplul2uLkbn1SPWUrjEKmYcGa1jZm7NqOZwGuidyQN2DPHdjrtrmWuTUd1mjhPaAXaqhtbP-gjLwsAWqoDoPNP_GfygthqCHjloqmqErF0VCTIiDbfQYGl8/s1600/MakeDefaultGroup.jpg" height="194" width="320" /></a></div>
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">6. <span style="line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-bidi-theme-font: minor-bidi; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;">Click OK to make the current group the default members group</span></span><br />
<span style="font-family: Arial;"></span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjgTx9J-BwmMqA1RWjotiGOa3b-gOv0kJH6Khlazeon0J35OkTJVFeS9pJ_YuYEUd16WgtPmDf56cyo5sZD12zyJ1WWKHf6mz2P0yPg_j-1zA5XJdTZNzsAz3jMILTqjWER-uMycWVeAWGj/s1600/CurrentGroupDefaultGroup.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjgTx9J-BwmMqA1RWjotiGOa3b-gOv0kJH6Khlazeon0J35OkTJVFeS9pJ_YuYEUd16WgtPmDf56cyo5sZD12zyJ1WWKHf6mz2P0yPg_j-1zA5XJdTZNzsAz3jMILTqjWER-uMycWVeAWGj/s1600/CurrentGroupDefaultGroup.jpg" height="113" width="320" /></a></div>
<div class="separator" style="clear: both; text-align: center;">
</div>
<div align="left" class="separator" style="clear: both; text-align: center;">
</div>
<div align="left" class="separator" style="clear: both; text-align: center;">
</div>
<div class="separator" style="clear: both; text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;"><strong>Update:</strong> Thanks to my friends at Webucator, you can now watch a video that walks you through identifying and resolving the Failed to Decline Request issue.</span></div>
<div class="separator" style="clear: both; text-align: left;">
<span style="font-family: Arial;"></span> </div>
<iframe allowfullscreen="" frameborder="0" height="315" src="https://www.youtube.com/embed/COrBzOQkj7s" width="560"></iframe>
<br />
<br />
<span style="font-family: Arial, Helvetica, sans-serif;">Webucator offers customized SharePoint training for private groups as well as public online SharePoint classes and self-paced SharePoint courses for individual students. Check out their website for more details about their <a href="https://www.webucator.com/microsoft-training/sharepoint.cfm">SharePoint training</a>.</span><br />
<div class="separator" style="clear: both; text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;"></span> </div>
<div class="separator" style="clear: both; text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;"></span></div>
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Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com3tag:blogger.com,1999:blog-7828320422991083499.post-73404050166085587172014-08-10T07:36:00.002-07:002014-08-10T07:36:38.984-07:00Document Sets: A Step-by-Step Guide<span style="font-family: Arial, Helvetica, sans-serif;">
</span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">My latest
work project was to build a document management solution using out-of-the-box
features in SharePoint 2013. During my research, I began to feel that many of
the available features are underutilized. Of all the features, document sets
were my favorite. A document set is often described as a folder on steroids
with the attributes of an item. In actuality, a document set is a content type.<o:p></o:p></span></span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<div class="MsoListBulletCxSpMiddle" style="line-height: normal; margin: 0in 0in 6pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">While
document sets are a somewhat simple concept, there is a certain order that you
must follow to build a document set efficiently. Below is the order followed by
a detailed explanation of each step.</span></span></span></div>
<ol>
<li><span style="font-family: Arial, Helvetica, sans-serif;">
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;">Create site
columns and content types.</span></span></span></li>
<li><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Assign site columns.</span></span></span></li>
<li><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Publish
content types.</span></span></span></li>
<li><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Run Content
Type Subscriber timer job.</span></span></span></li>
<li><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Create document
set content types.</span></span></span></li>
<li><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Define
document set settings and assign additional site columns.</span></span></span></li>
<li><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Publish
document set content types.</span></span></span></li>
<li><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Run Content
Type Subscriber timer job.</span></span></span></li>
<li><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Assign
Document Set Content Type to document library.</span></span></span></li>
<li><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Create a
document set.<o:p></o:p></span></span></span></li>
</ol>
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"><strong>Step 1 – Create Site Columns and Content Types</strong></span></span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></b></span></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Before you create
the document set, you will need to make sure your desired content types and
site columns already exist. Both are created from <i style="mso-bidi-font-style: normal;">Site Settings</i>, either at the content type hub or site level. I
prefer to create them within my content type hub so that they can be used
throughout my SharePoint environment, not just in one site collection.</span></span></span><br />
<div class="MsoListBulletCxSpLast" style="line-height: normal; margin: 0in 0in 6pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial;"></span></span></span> </div>
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><br />
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<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgaEkbmn-JLdf7PbvlWz_Z3c6IdHjuTTFz1ufZzyBYpPTjgtIaWuWQRvcI-TQ1K6geBigsO34RVIEm9GBakCjMom7vIBkfJculTjdVFNtYFmjvEMU7snX12fbv_LWD367JhHek1I4Zd4Pwd/s1600/SiteColumns.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgaEkbmn-JLdf7PbvlWz_Z3c6IdHjuTTFz1ufZzyBYpPTjgtIaWuWQRvcI-TQ1K6geBigsO34RVIEm9GBakCjMom7vIBkfJculTjdVFNtYFmjvEMU7snX12fbv_LWD367JhHek1I4Zd4Pwd/s1600/SiteColumns.jpg" height="82" width="320" /></a></span></span></div>
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;">
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</span></span><div class="separator" style="clear: both; text-align: center;">
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<div class="separator" style="clear: both; text-align: center;">
<span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"></span></span></b></span> </div>
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<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"><strong>Step 2 – Assign Site Columns</strong></span></span></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">If you create
a new content type, click <i style="mso-bidi-font-style: normal;">Add from
existing site columns</i> to assign site columns to capture specific metadata.
You can use existing site columns, also created within your content type hub,
or you can create site columns at the site level. Alternatively, you can add
site columns to the document set in which the content type will be allowed. The
benefit of adding the site columns to the document set or content type is only having to add
them once.</span></span></span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgwDpNNtFUYkurnStjH0esQH2yu3n-YWJn4QajnuDmsvgi3fnRzOf22tmSEOBq4riTYHllhO2mhA3Iqj_4OAbyFC05yDRajQUIA52tVAQjlLzhf3tLW29JD6nuZnWqhtoOaQWCUiyDqTrLv/s1600/AddColumnsToContentTypes.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgwDpNNtFUYkurnStjH0esQH2yu3n-YWJn4QajnuDmsvgi3fnRzOf22tmSEOBq4riTYHllhO2mhA3Iqj_4OAbyFC05yDRajQUIA52tVAQjlLzhf3tLW29JD6nuZnWqhtoOaQWCUiyDqTrLv/s1600/AddColumnsToContentTypes.jpg" height="167" width="400" /></a></div>
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"><o:p><div class="MsoListBulletCxSpLast" style="line-height: normal; margin: 0in 0in 6pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><u><span style="font-family: Calibri;"></span></u></span></b></span> </div>
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<span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Step 3 – Publish Content Types</span></span></b></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">When you have
your content type just the way you want it, don’t forget to publish it. Click <i style="mso-bidi-font-style: normal;">Manage publishing for this content type</i>,
select the radio button for <i style="mso-bidi-font-style: normal;">Publish</i>
(or <i style="mso-bidi-font-style: normal;">Republish</i> if you are updating the
content type with changes), and click OK.</span></span></span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgrZimPxSKtjoxkyQhGVzBPnx0BmKdNeBF_xA2oHWt_X46l2tjFt8Ghz_ODlYuZeOGrYXa5bY5Xsn-jNMuC1Nn9vHNmYm-IRNArRR9c1kLiH7vK4OG8cSXREckKUCkjEckFz_XaoRdLcbly/s1600/PublishContentTypes.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgrZimPxSKtjoxkyQhGVzBPnx0BmKdNeBF_xA2oHWt_X46l2tjFt8Ghz_ODlYuZeOGrYXa5bY5Xsn-jNMuC1Nn9vHNmYm-IRNArRR9c1kLiH7vK4OG8cSXREckKUCkjEckFz_XaoRdLcbly/s1600/PublishContentTypes.jpg" height="102" width="400" /></a></div>
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<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span> </div>
</o:p><div class="MsoListBulletCxSpLast" style="line-height: normal; margin: 0in 0in 6pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<span style="font-family: Times New Roman;">
</span><span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Step 4 – Run Content Type Subscriber Timer Job</span></span></b></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Published (or
republished) content types created in the content type hub will become
available for use once the Content Type Subscriber timer job runs. If you have
SharePoint on-premises and access to Central Administration, you can manually
run this timer job. Go to <i style="mso-bidi-font-style: normal;">Monitoring</i>
> <em>Review Job Definitions</em> and click <i style="mso-bidi-font-style: normal;">Content Type Subscriber</i>. You will see
its schedule and the last time it ran. Rather than waiting for the next
scheduled run, click <i style="mso-bidi-font-style: normal;">Run Now</i> to start
the timer job.</span></span></span><br />
</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZKs4MjcX6tHAm5ueM-xys9WewjKQ89ZWb6S1xypoDJacop6-imQPFLWLNMx0soaGWJrJ_OfU24lxpLFbc-PFmO6L_IiKIRL6cgmQVw4uqq0mHJBI-uuwumBgAW99wPPO_tHFNQkizgvdD/s1600/TimerJob.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhZKs4MjcX6tHAm5ueM-xys9WewjKQ89ZWb6S1xypoDJacop6-imQPFLWLNMx0soaGWJrJ_OfU24lxpLFbc-PFmO6L_IiKIRL6cgmQVw4uqq0mHJBI-uuwumBgAW99wPPO_tHFNQkizgvdD/s1600/TimerJob.jpg" height="230" width="400" /></a></div>
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<strong>Note:</strong> If you have SharePoint Online or Office 365, you do not have access to the timer job in Central Administration. Instead, go to <em>Site Settings > Content Type Publishing</em> within your content type hub, mark the checkbox for <em>Refresh all published content types on next update</em>, and click OK.</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEggpOpPDngPNLs7kkXkF9kYGfX3UwPuWNY9d3iNOUwb4glg0xJ4wxXoQkjN1aE9mXg5k2cFTrvz9TSX1mAmfgTx-vXQISZ8NKbXjP6TBEqDeZjJVAE75dlHfy89CB0u8wo_2uamGJvea88u/s1600/ContentTypePublishing.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEggpOpPDngPNLs7kkXkF9kYGfX3UwPuWNY9d3iNOUwb4glg0xJ4wxXoQkjN1aE9mXg5k2cFTrvz9TSX1mAmfgTx-vXQISZ8NKbXjP6TBEqDeZjJVAE75dlHfy89CB0u8wo_2uamGJvea88u/s1600/ContentTypePublishing.jpg" height="76" width="400" /></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">
<span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;">Step 5 – Create Document Set Content Types</span></b></span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;">Document sets
are created in <i style="mso-bidi-font-style: normal;">Site Settings > Site
Content Types</i>. If you create the document set within your content type hub,
it can be used throughout all of your site collections. The only real decisions
when creating the document set are what to name it and where to put it because
the Parent Content Type will logically be Document Set.<o:p></o:p></span></span></span></div>
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<span style="font-family: Times New Roman;"><u>
</u></span><br />
<div class="separator" style="clear: both; text-align: center;">
<span style="font-family: Times New Roman;"><u><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgRCBInDIeQtVeJyCV06BfTw5rZZb2JmWrKToai4KGJvQ7Zy8DddFu83sCQNj6aabKSCR6cGrsQtBXNuE1t3DAkFMUX0iNhG4C4Av_ynN5HzNPjUzFGV5dZllE1Syvi1SyRI7ykY2cv2PnU/s1600/CreateDocSetContentType.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgRCBInDIeQtVeJyCV06BfTw5rZZb2JmWrKToai4KGJvQ7Zy8DddFu83sCQNj6aabKSCR6cGrsQtBXNuE1t3DAkFMUX0iNhG4C4Av_ynN5HzNPjUzFGV5dZllE1Syvi1SyRI7ykY2cv2PnU/s1600/CreateDocSetContentType.jpg" height="318" width="400" /></a></u></span></div>
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</span><div class="MsoListBulletCxSpLast" style="line-height: normal; margin: 0in 0in 6pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
</div>
<div class="MsoListBullet" style="line-height: normal; margin: 0in 0in 6pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Step
6 – Define Document Set Settings and Assign Additional Site Columns</span></span></b></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; font-family: "Calibri","sans-serif"; line-height: 107%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-bidi-theme-font: minor-bidi; mso-fareast-font-family: Calibri; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Now you can define your
document set. Start by clicking <em>Document
Set settings</em>. First, choose which content types are
allowed in the document set. Filter the available site content types by
selecting the group into which you put the new content types. Then highlight
the desired content type and click <em>Add</em>.
If necessary, you can change the group and add additional content types without
saving between groups.</span></span></span></div>
</span></span></span></span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjR7dDlF2rVoa3RfwMvqSQXF-TChp49DznEW194fhNDMuyf1sT6a6NRQMd-fldAPDr275kKnUQZTJrXPlFuuegPsL4mXGCnKc1CoKjhya20o3ZSCEhXjZqzmtYuXe_Ic6jt7e059aNXpogm/s1600/SelectContentTypes.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjR7dDlF2rVoa3RfwMvqSQXF-TChp49DznEW194fhNDMuyf1sT6a6NRQMd-fldAPDr275kKnUQZTJrXPlFuuegPsL4mXGCnKc1CoKjhya20o3ZSCEhXjZqzmtYuXe_Ic6jt7e059aNXpogm/s1600/SelectContentTypes.jpg" height="191" width="400" /></a></div>
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<div class="MsoListBullet" style="line-height: normal; margin: 0in 0in 6pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">If you do not want the default content
type, you must delete it from the Default Content before you can remove it from
the content types allowed in the document set.</span></span></span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhViEQ5SG8BXVMfPO1dLmdordvp19zhHNHyVCZoSww3CMy2Mm_j_wZ3DYnszgZI5igUdcNieBZbGjUjbhdDhoJduL5FK1syXQvokTVZv4K23fs1jSSN48klRkhS54_Zvm1cIlHGNJmmB4Im/s1600/DeleteDefaultContentType.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhViEQ5SG8BXVMfPO1dLmdordvp19zhHNHyVCZoSww3CMy2Mm_j_wZ3DYnszgZI5igUdcNieBZbGjUjbhdDhoJduL5FK1syXQvokTVZv4K23fs1jSSN48klRkhS54_Zvm1cIlHGNJmmB4Im/s1600/DeleteDefaultContentType.jpg" height="27" width="400" /></a></div>
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<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">For me, the most attractive attribute
of the document set was the ability for items in the document set to inherit
the metadata assigned at the document set level. This is achieved through
shared columns. In the <em>Document Set settings</em>, mark the checkbox for each column
that documents should inherit.</span></span></span></div>
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<span style="font-family: Arial;"></span> </div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGNnQzbVZPi_yENFjiEPHMBYXtTmt6lsrZQoi2ODOAjeI_tC1M3WAs0uGcpFHanKq32UeUZzz3k9t6fYWdVPLYw4hok2KkaC-meyWP8L3wBVZRkj760AzTh35CpKpiy1a9DmrhJnnecV3t/s1600/SharedColumns.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjGNnQzbVZPi_yENFjiEPHMBYXtTmt6lsrZQoi2ODOAjeI_tC1M3WAs0uGcpFHanKq32UeUZzz3k9t6fYWdVPLYw4hok2KkaC-meyWP8L3wBVZRkj760AzTh35CpKpiy1a9DmrhJnnecV3t/s1600/SharedColumns.jpg" /></a></div>
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</div>
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><br />
<div class="separator" style="clear: both; text-align: left;">
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Document sets also have a welcome
page that can display its shared columns. Highlight the column to be shared and
click <i style="mso-bidi-font-style: normal;">Add</i>.<o:p></o:p></span></span></span></span></span></div>
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;">
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<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkHRKOjshk6HBrFYYnCu0DaNCdz-MDuhUwJ4YozrbM8WTOYruKQhd87mv7xeNqevwC6wGh-ap6v049pRIlUVDjYtc1CMl8arncwRXZlDjQj-yknr5tHVbEhsnQAZu8VlJ1rasP_h9vVCb7/s1600/SharedColumnsWelcomePage.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgkHRKOjshk6HBrFYYnCu0DaNCdz-MDuhUwJ4YozrbM8WTOYruKQhd87mv7xeNqevwC6wGh-ap6v049pRIlUVDjYtc1CMl8arncwRXZlDjQj-yknr5tHVbEhsnQAZu8VlJ1rasP_h9vVCb7/s1600/SharedColumnsWelcomePage.jpg" height="155" width="400" /></a></div>
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</span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"><o:p><div class="separator" style="clear: both; text-align: left;">
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">If you make changes to the site
columns, such as adding more or rearranging the order, you may want to update
the welcome page for document sets inheriting from your document set content
type. Just mark the checkbox in the <em>Document Set settings</em>.</span></span></span></div>
<div class="separator" style="clear: both; text-align: left;">
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"><o:p></o:p></span></span></span> </div>
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<span style="font-family: Times New Roman;">
</span></div>
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<span style="font-family: Times New Roman;"><a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9SyqMkTmxkfAPzen9TscddZ1z10ur1KM1rertb8ZzNU-4CXf8N_rIgWiWQlh3OMVecewZxoLweSzL8JpLTyIH0VTPudSPoiaIU9T74vNJBoDN0hYRcYY-PPXV8tHhXWeqi9gGAxDY1IDZ/s1600/UpdateWelcomePage.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEg9SyqMkTmxkfAPzen9TscddZ1z10ur1KM1rertb8ZzNU-4CXf8N_rIgWiWQlh3OMVecewZxoLweSzL8JpLTyIH0VTPudSPoiaIU9T74vNJBoDN0hYRcYY-PPXV8tHhXWeqi9gGAxDY1IDZ/s1600/UpdateWelcomePage.jpg" height="11" width="400" /></a></span></div>
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</o:p><div class="separator" style="clear: both; text-align: left;">
<span style="font-family: Times New Roman;">
</span></div>
<div class="MsoListBulletCxSpFirst" style="line-height: normal; margin: 0in 0in 6pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Another way
to customize the document set is to add additional site columns. Click <i style="mso-bidi-font-style: normal;">Add
from existing site columns</i> and follow the same process as outlined above in
Step 2.</span></span></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"><o:p></o:p></span></span></span> </div>
<div class="separator" style="clear: both; text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">
</span><span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"></span></span></b></span></div>
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<span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Step 7 – Publish Document Set Content Types</span></span></b></span></div>
<div class="separator" style="clear: both; text-align: left;">
<span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></b></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">When your
document set is ready, make sure you publish it. This is the same process that you
did in Step 3 to publish the newly created content types.</span></span></span></div>
<div class="separator" style="clear: both; text-align: left;">
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"><o:p></o:p></span></span></span> </div>
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<span style="font-family: Arial, Helvetica, sans-serif;">
</span><span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"></span></span></b></span></div>
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<span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Step 8 – Run Content Type Subscriber Timer Job</span></span></b></span></div>
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<span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></b></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Just like
step 4, you must run the Content Type Subscriber timer job from Central
Administration, assuming you created your document sets within the content type
hub. Alternatively, you can wait for the timer job to run on its normal
schedule.</span></span></span></div>
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<strong>Note:</strong> For SharePoint Online or Office 365, you can return to Content Type Publishing, as mentioned in step 4.</div>
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<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"><o:p></o:p></span></span></span> </div>
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<span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Step 9 - Assign Document Set Content Type to Document
Library</span></span></b></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Now that your
document set is available for use, you must assign it to the document library.
First, go to <i style="mso-bidi-font-style: normal;">Library Settings</i> and
click <i style="mso-bidi-font-style: normal;">Advanced Settings</i>. Select the <i style="mso-bidi-font-style: normal;">Yes</i> radio button for <i style="mso-bidi-font-style: normal;">Allow management of content types</i>. Click
OK to save the changes.</span></span></span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhc677p_b-MMb3xqNULwiF0izT1vOnGxlu4im0-C6FZZf9mO_myA_QnQNbGKJi6NdL4HFQGxenoadNBKNu5vNVoWuCtH80vqMQbmLoCQNCBehJxb77ndrasy3CEKnfmc_FZ-QOn3TWmpaI0/s1600/AllowManagement.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhc677p_b-MMb3xqNULwiF0izT1vOnGxlu4im0-C6FZZf9mO_myA_QnQNbGKJi6NdL4HFQGxenoadNBKNu5vNVoWuCtH80vqMQbmLoCQNCBehJxb77ndrasy3CEKnfmc_FZ-QOn3TWmpaI0/s1600/AllowManagement.jpg" height="177" width="400" /></a></div>
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<span style="font-family: Times New Roman;">
</span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Upon
returning to the Document Library settings, scroll down to the Content Types
section. First, click <i style="mso-bidi-font-style: normal;">Add from existing
site content types</i>. Highlight the desired document set and click <em>Add</em>.
Repeat until all of the desired document sets are listed under Content types to
add and click OK.</span></span></span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiTcPHLSM4G1ymdVzuAAbhxMJ-qBxjI_8flMyneOr9Ui3Qi8-I4nPPJtdwTrCxfCU-POYNGlm6ww-2ze4pzpBBm0KRGRUFO8yzfw4INkba8wRoZOSowIwD3TYq4PbTmsH0VjaBMkNrsYgQg/s1600/AddContentTypesLibrary.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiTcPHLSM4G1ymdVzuAAbhxMJ-qBxjI_8flMyneOr9Ui3Qi8-I4nPPJtdwTrCxfCU-POYNGlm6ww-2ze4pzpBBm0KRGRUFO8yzfw4INkba8wRoZOSowIwD3TYq4PbTmsH0VjaBMkNrsYgQg/s1600/AddContentTypesLibrary.jpg" height="168" width="400" /></a></div>
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<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Next, click <i style="mso-bidi-font-style: normal;">Change new button order and default content
type</i>. If there are any content types that you do not want displayed on the
new document menu, unmark the checkbox for those content types under <i style="mso-bidi-font-style: normal;">Visible</i>. Arrange the content types in
the order in which they should appear on the new document menu by assigning the
appropriate numerical value under <i style="mso-bidi-font-style: normal;">Position
from Top</i>. The content type in the first position will become the default
content type.</span></span></span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhS9ABcK3Wj-7r9NOf9NN0pdGbiUf78Push9RFMU-Z7P81HpGmSIg7oARWWZOuo_a57sogQRfca1-HirYBZikerIDLFgpJyKbf5d_AIdjiDvuVT2WBXCNwM8uwXk4efcR0tN844pvFOHOiN/s1600/DefaultContentType.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhS9ABcK3Wj-7r9NOf9NN0pdGbiUf78Push9RFMU-Z7P81HpGmSIg7oARWWZOuo_a57sogQRfca1-HirYBZikerIDLFgpJyKbf5d_AIdjiDvuVT2WBXCNwM8uwXk4efcR0tN844pvFOHOiN/s1600/DefaultContentType.jpg" height="127" width="320" /></a></div>
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<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Step 10 - Create a Document Set</span></span></b></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Navigate to
the document library where the document set content type was enabled. From the
ribbon, click Files and select the document set from the New Document menu.</span></span></span></div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjkTRnR22PnC8gs0Lzmmk9rjIRENIEPLQwmklwKJyR75dDUCsFor1oGbwJjNUb4kScMN09AEIfFbkTaI_Cs6ZowVhORzn0AnwroVGuKHG-ni66zFHgDzsWXGAR2RSty4ULwA3nnJR1V89s2/s1600/NewDocument.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjkTRnR22PnC8gs0Lzmmk9rjIRENIEPLQwmklwKJyR75dDUCsFor1oGbwJjNUb4kScMN09AEIfFbkTaI_Cs6ZowVhORzn0AnwroVGuKHG-ni66zFHgDzsWXGAR2RSty4ULwA3nnJR1V89s2/s1600/NewDocument.jpg" /></a></div>
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<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"><div class="MsoListBulletCxSpFirst" style="line-height: normal; margin: 0in 0in 6pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"><strong>Disadvantages of Document Sets</strong></span></span></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">What don’t I like about document
sets? First and foremost, you cannot create a view within a document set, thus
preventing you from sorting, filtering, or grouping. Also, unless you disable
the option to <i style="mso-bidi-font-style: normal;">Make “New Folder” command
available</i> in the library’s Advanced Settings, you can create folders and
subfolders within the document set. While I do not fully support the use of
folders, another disadvantage of document sets (and document libraries) is that
you cannot drag folders into the document set. (The workaround is to open the
document library or document set using the <em>Open with Explorer</em> feature.)</span></span></span></div>
</span></span><div class="MsoListBulletCxSpFirst" style="line-height: normal; margin: 0in 0in 6pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
</div>
</span><span class="MsoHyperlink"><b style="mso-bidi-font-weight: normal;"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">More Advantages of Document Sets</span></span></b></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;"><div class="MsoListBulletCxSpFirst" style="line-height: normal; margin: 0in 0in 6pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">Let’s end on a positive note. First,
you can drag and drop up to 100 files into a document set. (If you don’t see
drag files here, check your version of Internet Explorer and/or my blog post on
</span></span></span><a href="http://sharepointmadam.blogspot.com/2014/01/using-office-2010-with-sharepoint-2013.html"><span style="color: #0563c1; font-family: Arial, Helvetica, sans-serif;">Using
Office 2010 with SharePoint 2013</span></a><span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><span style="font-family: Arial, Helvetica, sans-serif;">.) Because
document sets are part of a document library, you can create views within the
library. Those views do allow you to sort, filter, and group; and you can
create a view that shows all the documents without folders. However, the
document set will display as an item. You can also export the view to Excel,
where you can do additional sorting and filtering.</span></span></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"></span></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;"><strong>Wrap Up</strong></span></span><br />
<span class="MsoHyperlink"><span style="color: windowtext; text-decoration: none; text-underline: none;">Document sets are a great way to promote metadata and replace folders without taking away any security features. By referring to document sets as special folders, users can maintain the comfort they have developed with folders while getting away from infinite levels of subfolders.</span></span></div>
</span></span></span></div>
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</div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><strong>Additional Resources</strong></span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">
</span><div class="MsoListBulletCxSpFirst" style="margin: 0in 0in 0pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<a href="http://office.microsoft.com/en-za/sharepoint-server-help/introduction-to-document-sets-HA101782466.aspx"><span style="color: #0563c1; font-family: Arial, Helvetica, sans-serif;">Introduction
to Document Sets</span></a><o:p></o:p></div>
<span style="font-family: Arial, Helvetica, sans-serif;">
</span><div class="MsoListBulletCxSpMiddle" style="margin: 0in 0in 0pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<a href="http://office.microsoft.com/en-za/sharepoint-server-help/create-and-configure-a-new-document-set-content-type-HA101782461.aspx"><span style="color: #0563c1; font-family: Arial, Helvetica, sans-serif;">Create
and Configure a New Document Set Content Type</span></a><o:p></o:p></div>
<span style="font-family: Arial, Helvetica, sans-serif;">
</span><div class="MsoListBulletCxSpLast" style="margin: 0in 0in 8pt; mso-add-space: auto; mso-list: none; tab-stops: .5in; text-indent: 0in;">
<a href="http://office.microsoft.com/en-za/sharepoint-server-help/create-and-manage-document-sets-HA101782480.aspx"><span style="color: #0563c1; font-family: Arial, Helvetica, sans-serif;">Create
and Manage Document Sets</span></a><o:p></o:p></div>
</div>
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Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com15tag:blogger.com,1999:blog-7828320422991083499.post-52445548969729590972014-03-18T09:26:00.000-07:002014-03-18T09:26:17.549-07:00My SharePoint TV Debut<span style="font-family: Arial, Helvetica, sans-serif;">Lights, camera, action!</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<span style="font-family: Arial;">Almost a year after moving to Houston and becoming involved with the Houston SharePoint User Group (HSPUG), I am still an active member and volunteer. I have switched to the speakers committee because I enjoy helping HSPUG find awesome speakers to enlighten us. At SharePoint Conference 2014, I had the opportunity to be one of four members representing HSPUG on SharePoint Conference TV (SPCtv). My TV co-stars include Troy Lanphier, Naomi Moneypenny, and Mark Freeman. </span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">If you would like to learn more about HSPUG, go ahead and watch </span><a href="https://www.blogger.com/%3Ciframe%20src=%22http://channel9.msdn.com/Events/SharePoint-Conference/2014/SPCtv-Houston-SharePoint-User-Group/player?h=540&w=960" style="height:540px;width:960px;" allowFullScreen frameBorder="0" scrolling="no"></iframe>" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">HSPUG on SPCtv</span></a><span style="font-family: Arial, Helvetica, sans-serif;">. I'm not promising a cliff hanger ending like "Who shot JR?", but you will get a better understanding of why I like this group so much.</span><br />
<br />
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Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com0tag:blogger.com,1999:blog-7828320422991083499.post-4003667759853185442014-03-12T12:58:00.001-07:002014-03-12T12:58:38.068-07:00SharePoint World Domination<span style="font-family: Arial, Helvetica, sans-serif;">SharePoint has descended upon Las Vegas. 10,000 developers, administrators, power users, executives, and sponsors from 85 countries have gathered for SharePoint Conference 2014, a.k.a. #spc14. That hashtag represents not only the conference's presence on Twitter but also on Yammer. More on that later...</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">The morning kicked off with breakfast. Just like at #k2con, there were scrambled eggs but no salsa. Where's the salsa? There are at least a dozen of us from Texas here. I don't know if all the Texans need salsa for scrambled eggs, but I sure do! The redeeming factor was that there was...as you may have guessed...bacon. Even though I'm not a huge fan of bacon, I did have one piece so that I may remain in this cult known as SharePoint.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">On three separate occasions, I had the opportunity to meet folks from Denmark. One of the gentlemen told me that there are about 200 people from Denmark at SPC14. I asked one of them why they came to this conference rather than going to the European SharePoint Conference. He said that the European conference is not as big. And let's face it, it's also not in Las Vegas...Sin City...where everything that happens gets posted to social media for the world to enjoy.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">The day was filled with keynote and breakout sessions. The worth-a-mention of the morning keynote was hearing President Clinton talk about technology. I had not thought about it before, but he was the president when the Internet became popular. He never mentioned SharePoint, but he talked kindly about Microsoft and the Bill Gates Foundation.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">So what was the highlight of the keynote session? Jeff Teper from Microsoft revealed a new app, code named Oslo, that will bring relevant content to the user instead of the user having to search for it. Views include presented to me, shared with me, trending around me, modified by me, liked by me, and viewed by me. I have deemed "work like a network" as Microsoft's new catch phrase. It was also announced that the next versions of SharePoint, Exchange, and Office would be released in 2015. SharePoint on-premises lives on!</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">At the IT Pro keynote, Bill Baer talked about the transformation of IT, SharePoint 2013 and Service Pack 1, and Office Innovation. As we all know and have experienced, IT is being asked to do more. Microsoft wants to transition systems administrators to value added service brokers. In other words. IT professionals would be proactive, rather than reactive. As for SP2013 and SP1, Bill focused on the new features that SP1 brings, such as Yammer integration, OneDrive for business, and Windows Server 2012 R2 support. He also mentioned that in Office 365, Yammer can replace newsfeeds through a setting in Central Admin. My favorite quote from Bill came from during one of the demos, when he was in Central Administration. "SharePoint Health Analyzer has detected an issue. When doesn't it?" (Maybe the SharePoint Health Analyzer needs some bacon!) On the topic of Office Innovation, Bill talked about a new feature code named Fort Knox, which introduces two-factor authentication. Also, Office 365 will be capable of handling 1 petabyte (PB) tenants and 1TB site collections.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">After lunch, I went to a session to learn how anyone can build an Access app. Since I already have 3 blog posts about <a href="http://sharepointmadam.blogspot.com/2013/05/access-apps-in-sharepoint-2013-part-1.html" target="_blank">Access Apps in SharePoint 2013</a>, I was already familiar with most of the content for this session.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">My last session of the day was Microsoft's Roadmap for Enterprise Social. The speakers focused on "work like a network," did a more in-depth demonstration of Oslo, and explained the Office Graph. Another feature they highlighted was the ability to have Yammer conversations inside Office documents. <a href="https://twitter.com/cfiessinger" target="_blank">Christophe Fiessinger</a> finally and officially answered the question "SharePoint Social or Yammer?" The answer was "Go Yammer!" Although SharePoint social features will exist in SharePoint 2015, those features will not be enhanced or improved from what they are now. The focus and investments are on Yammer.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">That was day one of SPC14. Between sessions, networking events (a.k.a. parties), and a little sleep, I did not blog about each day individually. Stay tuned for a post-SPC blog where I'll share the highlights from the rest of the conference.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">Don't forget... When you get into SharePoint, you get into bacon!</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;"></span><br />Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com1tag:blogger.com,1999:blog-7828320422991083499.post-25935252531859012362014-03-03T13:39:00.000-08:002014-03-03T13:40:37.434-08:00When You Get Into SharePoint, You Get Into Bacon<span style="font-family: Arial, Helvetica, sans-serif;">#k2con is gone...but not forgotten!</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">Hopefully you've read my previous post <a href="http://sharepointmadam.blogspot.com/2014/03/k2con-is-on.html" target="_blank">#k2 con is on!</a> If not, you'll want to do that before you read this one.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">OK, now that you're all caught up, let's recap day 2 of the first K2 User Conference.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">Day 2 started with a disappointment. There was no bacon at breakfast. The rest of the choices were about the same as day 1, but we had sausage patties instead of bacon. After tweeting my disappointment, I was informed, through Twitter, that there was bacon on the muffins in the hall. While I never investigated for myself, I was happy to have my faith in bacon at SharePoint related events renewed.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">At the beginning of the keynote, emcee/comedian Baratunde Thurston had some quotes from various people from day 1. He said he was up early, checking out social media to see what we attendees were saying about the conference. While he expected there to be tweets, he did not expect to find a lengthy blog post recapping day 1 written early on the morning of day 2. Yes, it was my blog post <a href="http://sharepointmadam.blogspot.com/2014/03/k2con-is-on.html" target="_blank">#k2con is on!</a></span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">Just for fun, Baratunde brought me up on stage, where I got to do some shameless self-promotion. Then, Baratunde performed a dramatic reading of my entire blog post. He would read a little and then stop and ask me a question. My answers generally seemed to surprise him and make him laugh. I'd like to thank the audience for laughing along (LOL). I may have also interjected once or twice, which almost made Baratunde regret his decision. All in all, it was a fun start to the morning. Because of my new fame (notoriety?), I had the opportunity to meet many people who otherwise would have remained strangers.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">The best quote, which actually came from me...an original thought!... was "When you get into SharePoint, you get into bacon." Thank you to those who tweeted what is now my personal slogan. I've added it to my Twitter profile, too.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">As a SharePoint enthusiast for more than 5 years, I have always thought of K2 as a third party add-on for SharePoint. During the conference, though, I saw many examples of how K2 is used as a standalone platform or in conjunction with non-SharePoint platforms and systems.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">At the next K2 User Conference, I'd like to see more entry-level sessions. The ones I attended assumed that you were a current K2 customer and that you had built workflows, forms, and/or solutions already. I feel that this alienated new customers or employees who were new to their companies using K2.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">If you're still in Vegas and attending the SharePoint Conference, remember this one thing:</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">What happens in Vegas stays ...on social media to live on forever and ever!</span>Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com0tag:blogger.com,1999:blog-7828320422991083499.post-54432347157519770872014-03-02T06:39:00.001-08:002014-03-03T13:40:08.351-08:00#K2Con Is On!<span style="font-family: Arial, Helvetica, sans-serif;">Greetings from Las Vegas!</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">Since I'm awake way too early (but an hour later than yesterday), I thought I'd update you on how the first K2 User Conference is going.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">The morning kicked off with registration and breakfast at 7am. The K2 staff was ready and checking people in even before 7am. I appreciate that they were able to accommodate us early birds. While I waited for breakfast to open, I browsed the vendor/sponsor halls. Typically, I see the same companies at SharePoint events, but there were some new ones this time. Later in the day, I had the opportunity to speak with <a href="http://www.5thmethod.com/" target="_blank">5th Method</a>. I asked them what the first 4methods were. I'm not sure they appreciated my humor, but they were good sports about it. Back to breakfast...it was your typical conference breakfast with some carbs, some fruit, and of course BACON! I'm not a huge fan of bacon, but you can't have a SharePoint related conference without bacon. While I ate, I met some nice people from Massachusetts. It turns out that they are clients of my friends from <a href="https://www.atrion.net/Pages/default.aspx" target="_blank">Atrion</a>. It's a small world after all...</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">The keynote included some technical folks from K2, Microsoft, and <a href="http://www.claritycon.com/" target="_blank">Clarity Consulting</a>. <a href="http://www.marketform.com/" target="_blank">Marketform</a> was the winner of the FWD Thinker award and demonstrated their K2 solution called Alfred for us. Since a few of my co-workers recently completed a SharePoint front-end solution similar to Alfred, I was intrigued and impressed by Alfred. The emcee for the morning was <a href="http://baratunde.com/#baratunde" target="_blank">Baratunde Thurston</a>, author of <em>How To Be Black</em>. He's also a comedian and entrepreneur. His presentation was entertaining, insightful, and down right funny. I liked how he told a bunch of stories that were so well linked together it felt like a personal conversation.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">After lunch, the breakout sessions began. First, K2 demonstrated their new product K2 for SharePoint. They implemented K2 for SharePoint in under 5 minutes. I have not implemented, configured, or used K2 yet myself, but I've heard that it can be quite difficult. Needless to say, the live demo was a huge success. K2 for SharePoint is expected to be available to blackpearl customers in April.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">Then there were three more sessions: Fast Data, Using K2 to build K2 for SharePoint, and Fast Forms. As a non-developer and not-yet-a-K2-user, I found the first 2 sessions to be more technical and more advanced than I would have liked. In the Fast Forms session, the speaker introduced us to K2D2, a robot who can be controlled through K2 and who can post to Yammer when his head is removed. That was really cool and fun!</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">In the evening, I attended the K2 attendee party at the Vanity nightclub in the Hard Hotel & Casino. The booths in the club had a 70s feel to them, which I really enjoyed. Our booth was right by the dance floor. When "Thriller" by Michael Jackson played, about a dozen zombies came out and danced in, with, and among the crowd. They even stuck around for most of the night. After the zombie attack, I had a photo op with Adriaan Van Wyck, the CEO of K2. He was a very down to earth guy, and I enjoyed the chance to meet him.</span><br />
<span style="font-family: Arial;"></span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEis768WsKzDv8K4Vw0QyYQrqJkDdqjDa0xBvG76fsBYgV92eIL9AgdFcVXdDN8Yz-fTRma27FLDvS17Qf3MQDqyxhbmXegFg7kxdgbOyY9hedM-ywznUVDCeNSNNjLisezs-ev2cPYp763Y/s1600/K2_Adriaan+TE.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEis768WsKzDv8K4Vw0QyYQrqJkDdqjDa0xBvG76fsBYgV92eIL9AgdFcVXdDN8Yz-fTRma27FLDvS17Qf3MQDqyxhbmXegFg7kxdgbOyY9hedM-ywznUVDCeNSNNjLisezs-ev2cPYp763Y/s1600/K2_Adriaan+TE.jpg" height="320" width="191" /></a></div>
<br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">When the party finally ended an hour later than scheduled, I returned to my room for some much needed sleep. I've got another full day of K2 sessions, followed by the SharePoint Conference welcome reception tonight. If you're at either conference, I'd love to meet you! If you're not here, follow #k2con and #spc14 to be virtually here.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">I'll leave you with this quote from Marketform's presentation yesterday. Since tweeting it, this quote has received 7 retweets and 2 favorites, so it must be important. :)</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">"The difference between good solutions and great solutions is the user experience."</span>Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com1tag:blogger.com,1999:blog-7828320422991083499.post-82187024713379817672014-02-26T10:00:00.000-08:002014-02-26T10:00:05.115-08:00Viva La SPC14!<span style="font-family: Arial, Helvetica, sans-serif;">In a few days, I'll be heading to Las Vegas for two conferences. First, I'll be attending the K2 User Conference at the Hard Rock Hotel on March 1 and 2. Then, I'll head over to the Venetian for the SharePoint Conference 2014. Both conferences will provide more knowledge than my brain can handle, but here's a brief look at what I'm looking forward to the most.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">The K2 user conference is sold out. Thus, I expect to meet a lot of K2 users. Since I have not personally used K2 yet, I hope to learn how they are using K2, as well as picking up some general tips and best practices. I'm most excited about the Fast Forms session on Saturday, where I'll see how to build forms using K2. On Sunday, I'm looking forward to the Fast Workflow session, where I'll see, for the second time ever, how to build a K2 workflow. I don't expect to be a K2 expert at the end of the K2 user conference, but I do hope that I'll have a broader knowledge of K2 products.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">The SharePoint Conference kicks off Sunday evening with a welcome reception. I anticipate that I'll see quite a few people I met at various SharePoint Saturday events last year. Many of them are SPC14 speakers, and I wish them well!</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">Monday begins with the keynote speeches, most notably (or infamously?) the Bill Clinton keynote. If Al Gore invented the Internet, then Bill Clinton invented SharePoint, right? I'll be sure to NOT wear a blue dress.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">Once the breakout sessions start Monday afternoon, I'm going to be torn between the business (end) user track and the IT Pro track. To temporarily satisfy my dual personalities (I'm a Gemini), I have added two tracks to most time slots. When it's time to go to a session, I'll decide which one strikes my fancy at that particular moment. If I change my mind 10 minutes into the session, I'll know what my alternate choice was. Let's just hope they're located in close proximity. (If they're not, then I'll be breaking in my new shoes and gaining additional Fitbit steps.)</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">Are you going to the session on the retirement of InfoPath? I predict that this will be the most attended session of the entire conference (excluding keynotes). I'm thinking about going to a different session for a couple of reasons. First, everyone will be talking about what was announced during the session. Therefore, I can get all of the information second hand. Additionally, the session materials (and probably a recording of the session) will be available online after the conference. So I will have yet another opportunity to find out what the replacement for InfoPath is...first hand this time!</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">One way I plan to meet new people is to attend the two Women in SharePoint events. First, there will be an informal gathering at Sunday night's welcome reception. Then, on Wednesday, is the official Women in SharePoint lunch. (On MySPC, it's called Women in Technology Lunch.) The all-star panel includes <a href="https://twitter.com/catpaint1" target="_blank">Cathy Dew</a>, <a href="https://twitter.com/LoriGowin" target="_blank">Lori Gowin</a>, <a href="https://twitter.com/nmoneypenny" target="_blank">Naomi Moneypenny</a>, <a href="https://twitter.com/WonderLaura" target="_blank">Laura Rogers</a>, and <a href="https://twitter.com/jennifermason" target="_blank">Jennifer Mason</a>. These ladies are sure to have some great stories and encouraging advice. If you're a woman in SharePoint, you should join us! Just put the session on your schedule. There's no extra fee to attend.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">Another networking opportunity that isn't on the official schedule is the Netcast Hooligans breakfast on Wednesday. This is your chance to meet and dine with <a href="https://twitter.com/ToddKlindt" target="_blank">Todd Klindt</a>, author, Netcast host, and SharePoint administrator extraordinaire. (Don't let his session on load testing with Visual Studio fool you into thinking he's a developer!)</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">If you're staying in Vegas Thursday night, be sure to <a href="http://sharehofbrauspc14.eventbrite.com/" target="_blank">register</a> for and attend #ShareHofbrau. This is an annual, unofficial post-SPC dinner held at Hofbrau and organized by <a href="https://twitter.com/coreyroth" target="_blank">Corey Roth</a>. I'll unfortunately miss this fantastic event because I'll be on a plane headed back to Houston.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">For more ideas on what to expect at the SharePoint Conference, check out these blogs.</span><br />
<ul>
<li><span id="goog_504492634"></span><a href="http://sharepointmagic.wordpress.com/2014/01/15/spc14-guide/" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">SPC14 Survival and Readiness Guide</span></a><span id="goog_504492635"></span></li>
<li><a href="http://dotnetmafia.com/blogs/dotnettipoftheday/archive/2014/02/22/spc14-readiness-checklist.aspx" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">SPC14 Readiness Checklist</span></a></li>
<li><a href="http://thebrandingbutterfly.com/uncategorized/your-spc14-survival-guide/" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">Your #SPC14 Survival Guide</span></a></li>
</ul>
<span style="font-family: Arial, Helvetica, sans-serif;">If you have a Twitter account, I suggest you save a search for #spc14 and follow @spconf, @spcpartypatrol, and @SharePointMadam. Yes, that last one is me. I'll be tweeting my SharePoint Conference experience throughout the days...and nights.</span><br />
<span style="font-family: Arial;"></span><br />
<span style="font-family: Arial;">Those are my thoughts on SharePoint Conference 2014. Now it's time to pack. Wish me luck!</span><br />
<span style="font-family: Arial;"></span><br />Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com1tag:blogger.com,1999:blog-7828320422991083499.post-18612955156549342822014-01-03T07:00:00.000-08:002014-01-03T07:00:00.074-08:00Integrating Yammer with SharePoint 2013
<span style="font-family: "Arial","sans-serif"; font-size: 12pt;">SharePoint 2013 has a
Yammer app that can be installed to integrate the two products. If you are
using a non-Microsoft supported app, such as Chrome or Firefox, typically you
just need to sign into the Yammer app to make it work. However, if you are
using Internet Explorer, especially IE11, you may need to make a few
modifications to the Trusted Sites. Just follow these steps.<o:p></o:p></span><br />
<br />
<br />
<div class="MsoListParagraphCxSpFirst" style="line-height: normal; margin: 0in 0in 0pt 0.5in; mso-add-space: auto; mso-list: l0 level1 lfo1; text-indent: -0.25in;">
<!--[if !supportLists]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt; mso-fareast-font-family: Arial;"><span style="mso-list: Ignore;">1.<span style="font-size-adjust: none; font-stretch: normal; font: 7pt/normal "Times New Roman";">
</span></span></span><!--[endif]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt;">In
Internet Explorer, open Internet Options.<o:p></o:p></span></div>
<br />
<div class="MsoListParagraphCxSpMiddle" style="line-height: normal; margin: 0in 0in 0pt 0.5in; mso-add-space: auto; mso-list: l0 level1 lfo1; text-indent: -0.25in;">
<!--[if !supportLists]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt; mso-fareast-font-family: Arial;"><span style="mso-list: Ignore;">2.<span style="font-size-adjust: none; font-stretch: normal; font: 7pt/normal "Times New Roman";">
</span></span></span><!--[endif]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt;">Click
on the Security tab.<o:p></o:p></span></div>
<br />
<div class="MsoListParagraphCxSpMiddle" style="line-height: normal; margin: 0in 0in 0pt 0.5in; mso-add-space: auto; mso-list: l0 level1 lfo1; text-indent: -0.25in;">
<!--[if !supportLists]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt; mso-fareast-font-family: Arial;"><span style="mso-list: Ignore;">3.<span style="font-size-adjust: none; font-stretch: normal; font: 7pt/normal "Times New Roman";">
</span></span></span><!--[endif]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt;">Click
on Trusted Sites and then click Sites.<o:p></o:p></span></div>
<br />
<div class="MsoListParagraphCxSpMiddle" style="line-height: normal; margin: 0in 0in 0pt 0.5in; mso-add-space: auto; mso-list: l0 level1 lfo1; text-indent: -0.25in;">
<!--[if !supportLists]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt; mso-fareast-font-family: Arial;"><span style="mso-list: Ignore;">4.<span style="font-size-adjust: none; font-stretch: normal; font: 7pt/normal "Times New Roman";">
</span></span></span><!--[endif]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt;">Add
the following four URLs:<o:p></o:p></span></div>
<br />
<div class="MsoListParagraphCxSpMiddle" style="line-height: normal; margin: 0in 0in 0pt 0.75in; mso-add-space: auto; mso-list: l1 level1 lfo2; text-indent: -0.25in;">
<!--[if !supportLists]--><span style="font-family: Symbol; font-size: 12pt; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font-size-adjust: none; font-stretch: normal; font: 7pt/normal "Times New Roman";"> </span></span></span><span class="apple-style-span"><span style="border: 1pt windowtext; color: #222222; font-family: "Arial","sans-serif"; font-size: 12pt; mso-border-alt: none windowtext 0in; padding: 0in;"><span class="MsoHyperlink"><span style="color: #0e64ab; font-family: "Segoe UI","sans-serif"; font-size: 10pt; line-height: 115%; mso-ansi-language: EN-US; mso-ascii-theme-font: minor-latin; mso-bidi-font-family: "Times New Roman"; mso-bidi-language: AR-SA; mso-bidi-theme-font: minor-bidi; mso-fareast-font-family: "Segoe UI"; mso-fareast-language: EN-US; mso-fareast-theme-font: minor-latin; mso-hansi-theme-font: minor-latin;"><a href="https://*.assets-yammer.com/"><span style="border: 1pt windowtext; color: #0e64ab; font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 115%; mso-border-alt: none windowtext 0in; padding: 0in;">https://*.assets-yammer.com</span></a></span></span></span></span><span style="font-family: "Arial","sans-serif"; font-size: 12pt;"><o:p></o:p></span></div>
<br />
<div class="MsoListParagraphCxSpMiddle" style="line-height: normal; margin: 0in 0in 0pt 0.75in; mso-add-space: auto; mso-list: l1 level1 lfo2; text-indent: -0.25in;">
<!--[if !supportLists]--><span style="font-family: Symbol; font-size: 12pt; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font-size-adjust: none; font-stretch: normal; font: 7pt/normal "Times New Roman";">
</span></span></span><!--[endif]--><span class="apple-style-span"><span style="color: #222222; font-family: "Arial","sans-serif"; font-size: 12pt;"><a href="https://*.sharepoint.com/" target="_blank"><span style="border: 1pt windowtext; color: #0e64ab; mso-border-alt: none windowtext 0in; padding: 0in;">https://*.sharepoint.com</span></a></span></span><span style="font-family: "Arial","sans-serif"; font-size: 12pt;"><o:p></o:p></span></div>
<br />
<div class="MsoListParagraphCxSpMiddle" style="line-height: normal; margin: 0in 0in 0pt 0.75in; mso-add-space: auto; mso-list: l1 level1 lfo2; text-indent: -0.25in;">
<!--[if !supportLists]--><span style="font-family: Symbol; font-size: 12pt; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font-size-adjust: none; font-stretch: normal; font: 7pt/normal "Times New Roman";">
</span></span></span><!--[endif]--><span class="apple-style-span"><span style="color: #222222; font-family: "Arial","sans-serif"; font-size: 12pt;"><a href="https://*.yammer.com/" target="_blank"><span style="border: 1pt windowtext; color: #0e64ab; mso-border-alt: none windowtext 0in; padding: 0in;">https://*.yammer.com</span></a></span></span><span style="font-family: "Arial","sans-serif"; font-size: 12pt;"><o:p></o:p></span></div>
<br />
<div class="MsoListParagraphCxSpMiddle" style="line-height: normal; margin: 0in 0in 0pt 0.75in; mso-add-space: auto; mso-list: l1 level1 lfo2; text-indent: -0.25in;">
<!--[if !supportLists]--><span class="apple-style-span"><span style="font-family: Symbol; font-size: 12pt; mso-bidi-font-family: Symbol; mso-fareast-font-family: Symbol;"><span style="mso-list: Ignore;">·<span style="font-size-adjust: none; font-stretch: normal; font: 7pt/normal "Times New Roman";">
</span></span></span></span><!--[endif]--><span class="apple-style-span"><span style="color: #222222; font-family: "Arial","sans-serif"; font-size: 12pt;"><a href="https://login.microsoftonline.com/" target="_blank"><span style="border: 1pt windowtext; color: #0e64ab; mso-border-alt: none windowtext 0in; padding: 0in;">https://login.microsoftonline.com</span></a></span></span><span class="apple-style-span"><span style="font-family: "Arial","sans-serif"; font-size: 12pt;"><o:p></o:p></span></span></div>
<br />
<div class="MsoListParagraphCxSpMiddle" style="line-height: normal; margin: 0in 0in 0pt 0.5in; mso-add-space: auto; mso-list: l0 level1 lfo1; text-indent: -0.25in;">
<!--[if !supportLists]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt; mso-fareast-font-family: Arial;"><span style="mso-list: Ignore;">5.<span style="font-size-adjust: none; font-stretch: normal; font: 7pt/normal "Times New Roman";">
</span></span></span><!--[endif]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt;">After
adding the last URL, click Close.<o:p></o:p></span></div>
<br />
<div class="MsoListParagraphCxSpLast" style="line-height: normal; margin: 0in 0in 0pt 0.5in; mso-add-space: auto; mso-list: l0 level1 lfo1; text-indent: -0.25in;">
<!--[if !supportLists]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt; mso-fareast-font-family: Arial;"><span style="mso-list: Ignore;">6.<span style="font-size-adjust: none; font-stretch: normal; font: 7pt/normal "Times New Roman";">
</span></span></span><!--[endif]--><span style="font-family: "Arial","sans-serif"; font-size: 12pt;">Click
Close.<o:p></o:p></span></div>
<br />
<br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: "Arial","sans-serif"; font-size: 12pt;">You should now be
able to log into the Yammer app for SharePoint 2013.<o:p></o:p></span></div>
Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com0tag:blogger.com,1999:blog-7828320422991083499.post-36438832059407672562014-01-02T12:04:00.002-08:002014-01-02T12:06:07.228-08:00Using Office 2010 with SharePoint 2013<span style="font-family: Arial, Helvetica, sans-serif;">If
you are using Office 2010 with SharePoint 2013, you may have noticed two
issues. First, “drag files here” is missing from your document libraries.
Second, you may not be able to open Microsoft Office files from inside
SharePoint because “some content or files on this webpage require a program
that you don’t have installed.” Let’s examine and resolve each of these issues.</span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Arial, Helvetica, sans-serif;"></span> </div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiR5gRotHEWWN2P747IvKo01-xkV6cKbjlOkvk5qgLZFRfljtwZpdBAyObe5ZMW8RZ71FwRPn56wWar-nCCErrwxEuwYlOGU3ugDesHRfuwLoS5jkrCvoczLjl6VOo91BN5QQYRlhuMjDpP/s1600/ProgramYouDontHave.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="54" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiR5gRotHEWWN2P747IvKo01-xkV6cKbjlOkvk5qgLZFRfljtwZpdBAyObe5ZMW8RZ71FwRPn56wWar-nCCErrwxEuwYlOGU3ugDesHRfuwLoS5jkrCvoczLjl6VOo91BN5QQYRlhuMjDpP/s320/ProgramYouDontHave.jpg" width="320" /></span></a></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<o:p><span style="font-family: Arial, Helvetica, sans-serif;"></span></o:p> </div>
<span style="font-family: Arial, Helvetica, sans-serif;">
</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<div style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">The
ability to drag and drop files into a SharePoint 2013 document library is a new
feature that requires some Office 2013 files to be installed on your computer. To
obtain these files, you can install any Office 2013 program. If your
organization is not ready to roll out Office 2013 enterprise wide, you can
install Lync 2013 or SharePoint Designer 2013. Because SharePoint Designer is a
powerful tool, only power users with appropriate training should use it to
modify SharePoint sites. Through Central Administration, farm administrators
who are worried about the unauthorized use of SharePoint Designer can control—at
the web application level—which users are allowed to use the tool.</span><br />
</div>
<div style="text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">
</span></div>
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt; text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;">After
installing an Office 2013 program to enable the drag and drop to a document
library feature, users may not be able to open Office files—such as Word,
Excel, or PowerPoint—in the client or desktop application. This is a known
issue that is resolved by installing Service Pack 2 for Office 2010. </span><a href="http://www.microsoft.com/en-us/download/details.aspx?id=39667"><span style="color: #949e44; font-family: Arial, Helvetica, sans-serif;">Click here</span></a><span style="font-family: Arial, Helvetica, sans-serif;">
for the 32-bit version or </span><a href="http://www.microsoft.com/en-us/download/details.aspx?id=39648"><span style="color: #949e44; font-family: Arial, Helvetica, sans-serif;">click here</span></a><span style="font-family: Arial, Helvetica, sans-serif;">
for the 64-bit version of the Office 2010 Service Pack 2.<o:p></o:p></span></div>
<div style="text-align: left;">
</div>
Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com35tag:blogger.com,1999:blog-7828320422991083499.post-53263885651812062852013-12-02T09:23:00.001-08:002013-12-02T09:23:50.666-08:00MDS Caused Error After Modifying List View<span style="font-family: Arial, Helvetica, sans-serif;">Should I deactivate Minimal Download Strategy (MDS) on a Team site that has Publishing features enabled? The answer is yes.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">On October 15, I posted this question on </span><a href="http://www.yammer.com/spyam" target="_blank"><span style="font-family: Arial, Helvetica, sans-serif;">SPYAM</span></a><span style="font-family: Arial, Helvetica, sans-serif;">. Although I only received 3 responses, no one objected to the idea. I thus went into my client's SharePoint 2013 environment and deactivated MDS on all of the sites...or so I thought.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">Minimal Download Strategy is a new feature in SharePoint 2013 that reloads only the parts of the page that have changed. MDS works well with Team sites and is automatically activated when you create a Team site. Unfortunately, it can cause the page to load twice on Publishing sites.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">The reason we had Publishing features activated on Team sites was to make use of an app that we had downloaded from the SharePoint store. It worked fine on Team sites but gave us a 503 error on Publishing sites. Because we had a custom master page with custom CSS, we had built the main web app using the Publishing site template. To quickly get around the 503 error, we rebuilt the web app with the Team site template and manually activated the Publishing features.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">A few weeks later, we noticed that some sites were throwing an error after changing the view in a list. The error always started with a number, but that number varied. The rest of the error was always the same, as seen in the example below.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">86|pageRedirect|owssvr|http://webapp.clientname.com/dept/finance/acctg/Lists/icontacts/AllItems.aspx </span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">After much research and testing, my co-worker and I discovered the problem. The list view error was only occurring on the sites where MDS was (unintentionally) still enabled. By deactivating MDS on those sites, we eliminated the list view error. My co-worker's full explanation is below.</span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><em>"The OWSSVR.dll is a Remote Procedure Call (RPC) component of
SharePoint. It’s part of a web service, that among several other things,
accesses list and library functions through CAML queries. In this case the Minimal Download Strategy (MDS) Feature
uses this web service like an AJAX call to only refresh page level elements
rather than the whole page itself. This is a way Microsoft tries to increase perceived page load
performance.</em></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><em></em></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"><em>"I found if we disable this feature the OWSSRV.dll 6500 error
no longer occurs when saving List Views and I have not found any additional
impact on disabling this feature."</em></span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"></span> </div>
<span style="font-family: Arial, Helvetica, sans-serif;"></span>Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com2tag:blogger.com,1999:blog-7828320422991083499.post-33911912360202043982013-11-18T14:46:00.001-08:002013-11-18T15:02:07.601-08:00Local Columns Not Associated with Custom Content Types<span style="font-family: Arial, Helvetica, sans-serif;">
Recently,
I was working with a client who just went live on SharePoint 2013. On a subsite
of the home page, there is a document library containing forms and policies. To
visually organize the library, I added a choice column called DocType. As you
guessed, the choice types were Form and Policy. When I edited the properties of
one of the documents, I noticed that the new column was not visible.<o:p></o:p></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">
</span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Arial, Helvetica, sans-serif;">Further
investigation revealed that the local column was associated with the original
content type, <i style="mso-bidi-font-style: normal;">Document</i>, but not
associated with the default (custom) content type, <i style="mso-bidi-font-style: normal;">Client Document</i>. The client is on the March 2013 Public Update. So
I tested this functionality in a SharePoint 2013 RTM environment, and the local
column did associate with the default (custom) content type as well as the
original content type.<o:p></o:p></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;">
</span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Arial, Helvetica, sans-serif;">I
had two friends test using the same steps. The friend who is also on SharePoint
2013 RTM had success in the local column associating with the default (custom)
content type as well as the original content type. However, the friend who is
on the August 2013 Cumulative Update did not have success. In her environment,
the local column associated only with the original content type and not the
default (custom) content type.<o:p></o:p></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;"> </span><br />
<div class="MsoNormal" style="line-height: normal; margin: 0in 0in 0pt;">
<span style="font-family: Arial, Helvetica, sans-serif;">If
you have a SharePoint 2013 environment that is on the October 2013 CU, I
encourage you to test this functionality using the steps below and report your
results in the comments section. The more attention we give this scenario, the
more hope there is that it will be resolved in an upcoming hotfix or cumulative
update.<o:p></o:p></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;">
<o:p> </o:p></span><br />
<div class="separator" style="clear: both; text-align: left;">
<span style="color: black; mso-fareast-font-family: "Times New Roman";"><strong><span style="font-family: Arial, Helvetica, sans-serif;">Steps to Test in Your SharePoint 2013 Environment</span></strong></span></div>
<div class="separator" style="clear: both; text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;"><span style="color: black; mso-fareast-font-family: "Times New Roman";">1. In a document library, add a custom content type and make it
the default content type. The original content type should still be associated
with the library but not visible.<br />
</span><span style="mso-no-proof: yes;">
</span></span></div>
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMkBC1-zYQB47Biyr4nB0W2KdlDN5KI14cEeIY4D076Msh5lsyq94SJqbcKjMqu4RiQLT8Tv3FyVQ13YawpXJADHjCRXTwj4xoQcPH4-CG8gi-qQ3pewq1tQ7LYFxMMWE3iBg6qy3s8uOZ/s1600/Content+Types.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="69" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiMkBC1-zYQB47Biyr4nB0W2KdlDN5KI14cEeIY4D076Msh5lsyq94SJqbcKjMqu4RiQLT8Tv3FyVQ13YawpXJADHjCRXTwj4xoQcPH4-CG8gi-qQ3pewq1tQ7LYFxMMWE3iBg6qy3s8uOZ/s640/Content+Types.jpg" width="640" /></span></a></div>
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<span style="font-family: Arial, Helvetica, sans-serif;"><span style="color: black; mso-fareast-font-family: "Times New Roman";">2. In the same document library, add a choice column to be used as
local metadata. When creating the column, ensure that the checkbox for
"Add to all content types" is marked.</span><span style="color: black; mso-fareast-font-family: "Times New Roman";">
<!--[endif]--><o:p></o:p></span></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;">
</span><br />
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<span style="color: black; mso-fareast-font-family: "Times New Roman";"><span style="font-family: Arial, Helvetica, sans-serif;"></span></span> </div>
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<span style="color: black; mso-fareast-font-family: "Times New Roman";"><span style="font-family: Arial, Helvetica, sans-serif;"></span></span> </div>
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<span style="color: black; mso-fareast-font-family: "Times New Roman";"><span style="font-family: Arial, Helvetica, sans-serif;"></span></span> </div>
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<span style="color: black; mso-fareast-font-family: "Times New Roman";"><span style="font-family: Arial, Helvetica, sans-serif;"></span></span> </div>
<div class="MsoNormal" style="background: white; line-height: normal; margin: 0in 0in 0pt; text-align: left;">
<span style="font-family: Arial, Helvetica, sans-serif;"><span style="color: black; mso-fareast-font-family: "Times New Roman";">3. In the Columns section of the Document Library Settings, notice
that the local column is associated with the original content type but not the
default (custom) content type.</span><span style="color: black; mso-fareast-font-family: "Times New Roman";">
<!--[endif]--><o:p></o:p></span></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;">
</span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjdPUf1SCg6uMic3wA94WD4rF9E5qgiuFGAZaQ3hoo82I9zW2hf9DOICngmtElCZ1CSDssf3a2XcpMk_JAvvBI7ui-T6CMEpsha9WQJGrc-9JGgha9cr_EouC8oECxIiqU89jcXwO53qUTV/s1600/Columns.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="130" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEjdPUf1SCg6uMic3wA94WD4rF9E5qgiuFGAZaQ3hoo82I9zW2hf9DOICngmtElCZ1CSDssf3a2XcpMk_JAvvBI7ui-T6CMEpsha9WQJGrc-9JGgha9cr_EouC8oECxIiqU89jcXwO53qUTV/s640/Columns.jpg" width="640" /></span></a><span style="color: black; mso-fareast-font-family: "Times New Roman";"><span style="font-family: Arial, Helvetica, sans-serif;"></span></span></div>
<div class="separator" style="clear: both; text-align: left;">
<span style="color: black; mso-fareast-font-family: "Times New Roman";"><span style="font-family: Arial, Helvetica, sans-serif;">4. Upload a document to the library.<o:p></o:p></span></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;">
</span><br />
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<span style="color: black; mso-fareast-font-family: "Times New Roman";"><span style="font-family: Arial, Helvetica, sans-serif;">5. Edit the properties of the document. Notice that the newly
added column does not display.</span></span></div>
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgGkj-Z5NpbQIr6EdlRz2IL5TMxw5b5ht_89zToyVllGybDZV95HTI9vDNagaZz_ERirz2ZftKBB5lvDeM9sjWebyN-_2z6S1b4Fe6KMlAqAc7rAGSDOB5N3sDWZki71OeiMOtNZYAJvixj/s1600/Properties.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><span style="font-family: Arial, Helvetica, sans-serif;"><img border="0" height="107" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgGkj-Z5NpbQIr6EdlRz2IL5TMxw5b5ht_89zToyVllGybDZV95HTI9vDNagaZz_ERirz2ZftKBB5lvDeM9sjWebyN-_2z6S1b4Fe6KMlAqAc7rAGSDOB5N3sDWZki71OeiMOtNZYAJvixj/s400/Properties.jpg" width="400" /></span></a></div>
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Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com2tag:blogger.com,1999:blog-7828320422991083499.post-14502728865516737962013-05-30T19:59:00.000-07:002013-05-30T19:59:46.333-07:00Access Apps for SharePoint 2013 - Part 3<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;">If you couldn’t find an
Access app template to suit your needs, then the SharePoint store may have a
solution for you. (To find out if you have permission to install an app from the SharePoint store, check with your SharePoint administrator.) My favorite (and an easy) way to find the store is to go to <a href="http://office.microsoft.com/store"><span style="color: #0563c1;">http://office.microsoft.com/store</span></a>.
From the dropdown menu under Apps for Office and SharePoint, click on Apps for
SharePoint.</span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<div class="separator" style="clear: both; text-align: left;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiDv8p41w0EcRk7KfoywMz6uaJabM1ezl6L79L84qkAe87WckxN7HS-YwG4HWaBW7ac-0QEg_DcHLyR7fCG8YzSvuz4lMIpJgcTln1IPtVXS-QAozKmi8TSzOGHuPPlXlkscWPExOB42wVo/s1600/AppsForSharePoint.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="128" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiDv8p41w0EcRk7KfoywMz6uaJabM1ezl6L79L84qkAe87WckxN7HS-YwG4HWaBW7ac-0QEg_DcHLyR7fCG8YzSvuz4lMIpJgcTln1IPtVXS-QAozKmi8TSzOGHuPPlXlkscWPExOB42wVo/s320/AppsForSharePoint.jpg" width="320" /></a></div>
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;">You can use the navigation
on the left to filter the displayed apps, or you can use the search box in the
top right corner. For example, I searched on “Access” to see all of the Access
apps currently available.</span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEixTsDAX2ZRUnaLhh6HXbUSAeqXgAipOoWh8fBi2CsJrWSJiE11fi-3v7lNZMjjSFpaCRM1LqR8Eh1psjjqw3Nu0gYKVK4gDPY7iuBh9VYmVc1zs5oP0WnMK-jKIofZ3t98j9YFIcHpGeNF/s1600/SharePointStore.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="217" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEixTsDAX2ZRUnaLhh6HXbUSAeqXgAipOoWh8fBi2CsJrWSJiE11fi-3v7lNZMjjSFpaCRM1LqR8Eh1psjjqw3Nu0gYKVK4gDPY7iuBh9VYmVc1zs5oP0WnMK-jKIofZ3t98j9YFIcHpGeNF/s320/SharePointStore.jpg" width="320" /></a></div>
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<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
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<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;">Since I was a corporate
trainer for 11 years, I’m especially interested in the Training Management app.
If you hover over an app, you’ll see its description. To purchase the app (even
if it’s free), start by clicking on the app.</span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<div class="separator" style="clear: both; text-align: left;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiIDnKwd3HpiMBSxh2tmwLZ1JxfQUdg3wGbpKskaa-0Je3Y_41QmMvXrPdyq_geDkB3Ftt3ewRwVT1tL1-tw92PtGWuC07Z4wA1mZ6O7RDF4IaJodBOm61rl8Npmsf0sixObcSCOSzexjep/s1600/TrainingManagementApp.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="196" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiIDnKwd3HpiMBSxh2tmwLZ1JxfQUdg3wGbpKskaa-0Je3Y_41QmMvXrPdyq_geDkB3Ftt3ewRwVT1tL1-tw92PtGWuC07Z4wA1mZ6O7RDF4IaJodBOm61rl8Npmsf0sixObcSCOSzexjep/s320/TrainingManagementApp.jpg" width="320" /></a></div>
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;">Once you click on the button
to Add It, you’ll be prompted to confirm that you wish to add the app. Simply
press the Continue button.</span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<div class="separator" style="clear: both; text-align: left;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi_eYOE0FHL_2rQZNIsB2w_DSFdeZzXX2VzCigFz6YAXRE5ZUi-vhARJdj_HDWPs-ySWnRzN_eyx6ySf_nOjc-6P1uuAz43wC5MBd1uumf5vU1hhIFV3BqboPtS4dva8W8CD3I7nWkkZ2qh/s1600/ConfirmApp.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="135" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEi_eYOE0FHL_2rQZNIsB2w_DSFdeZzXX2VzCigFz6YAXRE5ZUi-vhARJdj_HDWPs-ySWnRzN_eyx6ySf_nOjc-6P1uuAz43wC5MBd1uumf5vU1hhIFV3BqboPtS4dva8W8CD3I7nWkkZ2qh/s320/ConfirmApp.jpg" width="320" /></a></div>
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;">Now that you have acquired
an app from the SharePoint store, you need to install the app on one or more of
your SharePoint sites. First, navigate to the site where you want to add the
app. From the getting started section of your site, click Add lists, libraries,
and other apps.</span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<div class="separator" style="clear: both; text-align: left;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEicd4UFOMzbMZAt3pUM2csoaUbsciWk0KArfhJUccCJAWqDARTp6bsC9AR3_EZTVnhtxruphc6NJ9n8zQSYWQFv1WxRD4m3goy79PZ6jajuI-xMV2D6TElq9g9CcUneN_2vH8JrFSQQk-e_/s1600/AddListsLibrariesApps.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEicd4UFOMzbMZAt3pUM2csoaUbsciWk0KArfhJUccCJAWqDARTp6bsC9AR3_EZTVnhtxruphc6NJ9n8zQSYWQFv1WxRD4m3goy79PZ6jajuI-xMV2D6TElq9g9CcUneN_2vH8JrFSQQk-e_/s1600/AddListsLibrariesApps.jpg" /></a></div>
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;">In the section titled Apps you
can add, you’ll see the app you just acquired. (You can also sort the apps by
Name or page through the apps until you find the one you want to add.) To begin
the app installation process, click on the app. You will be asked if you trust the
app. Click Trust It to continue.</span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<div class="separator" style="clear: both; text-align: left;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzeIBjFBnrsyjb5JBcb53x60oltjeyr1raTpeudbtH-8Oo8a-H8L4WffWvWHkOE_PuoKngvuo3MdDalLJjFgWiaA075HBMmvAq2ZEMlBNhMAyGlCm1GHDDy25eCQ3AZaen4Z1fa1Z8OTOv/s1600/TrustTheApp.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="180" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgzeIBjFBnrsyjb5JBcb53x60oltjeyr1raTpeudbtH-8Oo8a-H8L4WffWvWHkOE_PuoKngvuo3MdDalLJjFgWiaA075HBMmvAq2ZEMlBNhMAyGlCm1GHDDy25eCQ3AZaen4Z1fa1Z8OTOv/s320/TrustTheApp.jpg" width="320" /></a></div>
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;"></span><span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;">SharePoint then takes you to
the Site Contents page, where you can see all of your lists, libraries, and
apps. Locate your new app and click on it to open it. Just like with our custom
web apps built from scratch and from a template, the Access app has a list view
form and a datasheet view form for each table. You can add, edit, and delete data
within the tables. However, depending on the app’s author, you may or may not
be able to edit the tables in Access. For the Training Management Access app,
there is no option to edit the tables. From a support perspective, that makes
sense.<o:p></o:p></span><br />
<br />
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<span style="font-family: "Arial","sans-serif"; font-size: 12pt; line-height: 107%; mso-bidi-font-size: 11.0pt;">This post concludes my blog
series on Access apps in SharePoint 2013. But wait – there’s more! Even though
I promised you three parts, we haven’t looked at creating a table from an
existing data source, such as an Excel file or a SharePoint list. Because this
is a valuable option, I’ll do a bonus round to this blog series. Stay tuned!</span></div>
Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com2tag:blogger.com,1999:blog-7828320422991083499.post-27036051933206561392013-05-29T21:00:00.000-07:002013-05-29T22:25:56.430-07:00Access Apps in SharePoint 2013 - Part 2<span style="font-family: "Arial","sans-serif"; font-size: 12pt;">I
initially became interested in Access apps (and Access Services) because I
heard it was the replacement for electronic forms (formerly created in
InfoPath) for SharePoint. Through my own research, I have found that InfoPath
does still work with SharePoint 2013. So then what is the purpose of having an
Access database in SharePoint when everything that’s in SharePoint is written
to a SQL server anyway? It recently occurred to me that non-IT personnel likely
do not have access to their organization’s SQL databases. (Let’s hope not!) So
Access apps in SharePoint 2013 provide <a href="http://www.blogger.com/null" name="_GoBack"></a>business/end/power
users with more functionality than a SharePoint list but are less dangerous
than read/write access to SQL.<o:p></o:p></span><br />
<br />
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<span style="font-family: "Arial","sans-serif"; font-size: 12pt;">This
is part 2 of my blog series on Access Apps in SharePoint 2013. If you haven’t
read part 1 yet, <a href="http://sharepointmadam.blogspot.com/2013/05/access-apps-in-sharepoint-2013-part-1.html"><span style="color: #0563c1;">click
here</span></a> to view it. You’ll learn about the requirements for Access Services
and how to create a custom web app from a blank database. Ready to proceed? Let’s
build!</span></div>
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<span style="font-family: "Arial","sans-serif"; font-size: 12pt;"></span><span style="font-family: "Arial","sans-serif"; font-size: 12pt;">We
are now going to explore how to create an Access app using a template. After
you open your Access 2013 client, choose Custom Web App, and sign in to Office
365 (if necessary), you will see a search box that allows you to find existing
Access app templates. Since I am moving soon, I decided to track all of the
furniture and boxes that are making the journey. So I called my database Home
Inventory and searched for an inventory template. Out of the four choices, I selected
Home Inventory.<o:p></o:p></span></div>
<br />
<div class="separator" style="clear: both; text-align: center;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgyip0SihlZG57wHrTEw1TqE8-QrQw_I462YWzX-sNU7vnkrXFjCsc0B-R643gj60nkm0HapW58uIZNRPi71eOn6Xp2vryBIAzuU1WhZq5GgBISSGRLYjmVOCI-9RaaZYWXqjlCKr1IVXRv/s1600/HomeInventoryTemplate.jpg" imageanchor="1" style="clear: left; float: left; margin-bottom: 1em; margin-right: 1em;"><img border="0" height="203" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgyip0SihlZG57wHrTEw1TqE8-QrQw_I462YWzX-sNU7vnkrXFjCsc0B-R643gj60nkm0HapW58uIZNRPi71eOn6Xp2vryBIAzuU1WhZq5GgBISSGRLYjmVOCI-9RaaZYWXqjlCKr1IVXRv/s320/HomeInventoryTemplate.jpg" width="320" /></a></div>
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<span style="font-family: "Arial","sans-serif"; font-size: 12pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt;"></span><br />
<span style="font-family: "Arial","sans-serif"; font-size: 12pt;">Access
automatically creates a table. If the table doesn’t contain all of the fields
that you want to track, double-click on the table name on the left side of the
screen. The table will open in design view so that you can add new or change
existing fields. For example, I added a lookup field for Item Type (box,
furniture, other, etc.). To maintain consistency, I also changed the Location field
from short text to lookup (dining room, kitchen, living room, etc.). After you
save your changes, you may want to edit the List or Datasheet form view. To do
so, click on the tab bearing the database name and then click on the table
whose form view you wish to edit. By default, Access displays the List form
view. Click the Edit button to make changes.<o:p></o:p></span><br />
<br />
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhprFsw9ApoGyf3NJZ6DozrboUZKAubAng0aWQmCvOeCN0OVYr1EN2xYmPB5YUoOppz7afyLwR4ByS03Xz6lVYrgUlytkHfFmIMaQMtIAaUaYlX-mWFgdRFcz1Z3qiqnvhIYyE-jl_PlU08/s1600/Edit_ListFormView.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" height="104" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhprFsw9ApoGyf3NJZ6DozrboUZKAubAng0aWQmCvOeCN0OVYr1EN2xYmPB5YUoOppz7afyLwR4ByS03Xz6lVYrgUlytkHfFmIMaQMtIAaUaYlX-mWFgdRFcz1Z3qiqnvhIYyE-jl_PlU08/s320/Edit_ListFormView.jpg" width="320" /></a><span style="font-family: "Arial","sans-serif"; font-size: 12pt;"></span></div>
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<span style="font-family: "Arial","sans-serif"; font-size: 12pt;"></span> </div>
<div class="separator" style="clear: both; text-align: left;">
<span style="font-family: "Arial","sans-serif"; font-size: 12pt;">Now
you can add or rearrange fields by dragging and dropping. To delete a field,
click on it and press delete on your keyboard. (Deleting the field from the
form does not delete it from the table.) Don’t forget to also delete the label
for that deleted field. Best of all, you can undo your changes using the
familiar undo button or CTRL Z. Additionally, if you need to edit the database,
there is a convenient link on the right side of the screen.</span></div>
<div class="separator" style="clear: both; text-align: left;">
<span style="font-family: "Arial","sans-serif"; font-size: 12pt;"></span> </div>
<div class="separator" style="clear: both; text-align: left;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinOzdGOe_auVHYXUBMm432-baP54ueKBNyqqS86M0-in1GfGXU2HAxbXsq3yw-wtHLJqqv-cvoN0nejAb-tZ1Ue8C7XQOPu1zi9FJzH3msBkdRA5PYN_Aj2-1Gi0xviYAT-nVUAfaGZG1u/s1600/EditTableLink.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEinOzdGOe_auVHYXUBMm432-baP54ueKBNyqqS86M0-in1GfGXU2HAxbXsq3yw-wtHLJqqv-cvoN0nejAb-tZ1Ue8C7XQOPu1zi9FJzH3msBkdRA5PYN_Aj2-1Gi0xviYAT-nVUAfaGZG1u/s1600/EditTableLink.jpg" /></a></div>
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<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<span style="font-family: "Arial","sans-serif"; font-size: 12pt;">Once
you’re happy with your changes, or if you want to preview your work, save your
changes and then launch the app. If your table doesn’t yet contain data, you
can enter it in SharePoint. This is a good way to test the flow of the fields
to ensure that they make sense. You should also test the filter that is
automatically included.</span></div>
<div class="separator" style="clear: both; text-align: left;">
<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiinoBqFo82saIDHYRAHLn01Bqd9EL009dpF4vc80k0y3Xr34OpoqObWEuhF2bSZpR0aoPltyAFwP937_dvxrlP45ynVlvFSb30g3XNrpzDmg3Q2EReXF3PdM7ByIlOiQasnnF49oU70cxT/s1600/FilterTheList.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEiinoBqFo82saIDHYRAHLn01Bqd9EL009dpF4vc80k0y3Xr34OpoqObWEuhF2bSZpR0aoPltyAFwP937_dvxrlP45ynVlvFSb30g3XNrpzDmg3Q2EReXF3PdM7ByIlOiQasnnF49oU70cxT/s1600/FilterTheList.jpg" /></a></div>
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</div>
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<a href="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhaMq9v60B1TO3byBSHAKI2ic8uuqarAv8ZfZlLphReGBzDcEjzhcBDolkLfN1OQg4uM_bB5Uei53YRlTivbKyimeDPx884sKCYhDq-uO92DgyRaj5jdNufhH7lQN7SutNyQAzZNbfszYYO/s1600/FilteredList_Master.jpg" imageanchor="1" style="margin-left: 1em; margin-right: 1em;"><img border="0" src="https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhaMq9v60B1TO3byBSHAKI2ic8uuqarAv8ZfZlLphReGBzDcEjzhcBDolkLfN1OQg4uM_bB5Uei53YRlTivbKyimeDPx884sKCYhDq-uO92DgyRaj5jdNufhH7lQN7SutNyQAzZNbfszYYO/s1600/FilteredList_Master.jpg" /></a></div>
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<span style="font-family: "Arial","sans-serif"; font-size: 12pt;"></span><span style="font-family: "Arial","sans-serif"; font-size: 12pt; mso-no-proof: yes;"></span> </div>
<div class="MsoNormal" style="margin: 0in 0in 10pt;">
<span style="font-family: Arial, Helvetica, sans-serif; font-size: 12pt; mso-no-proof: yes;">Access templates are a great way to get started with Access
apps for SharePoint 2013. Get started today!</span><span style="font-family: "Arial","sans-serif"; font-size: 12pt;"><o:p></o:p></span></div>
Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com0tag:blogger.com,1999:blog-7828320422991083499.post-87846960198233833152013-05-28T18:11:00.003-07:002013-05-28T18:47:27.350-07:00Access Apps in SharePoint 2013 - Part 1<span style="font-family: Arial, Helvetica, sans-serif;"><span style="font-family: "Arial","sans-serif";">What is Access Services? What
are Access apps and why would I use them?<o:p></o:p></span><br />
<span style="font-family: Times New Roman;">
</span><br />
<span style="font-family: "Arial","sans-serif";">Those are two questions I
have been contemplating for a while now. Last month, I spent a day trying to
figure out the answers but didn't make much progress. Then last week, I made
another attempt and had some success. As promised, I'm going to share with you
what I have learned so that you don't have to start from scratch.<o:p></o:p></span><br />
<span style="font-family: Times New Roman;">
</span><br />
<span lang="EN" style="font-family: "Arial","sans-serif"; mso-ansi-language: EN;">In a workshop I attended in April, I learned that the Access Service
Application is one of the many service applications that received enhancements
for 2013. A TechNet article on <em><span style="font-family: "Arial","sans-serif";">Access
Services - SharePoint 2013</span></em> states, “Access Services in SharePoint
Server 2013 allows people to host Access databases in SharePoint within the
context of an Access app” </span><!--[if supportFields]><span lang=EN
style='font-family:"Arial","sans-serif";mso-ansi-language:EN'><span
style='mso-element:field-begin'></span><u1:sdt id="2020968907" data-blogger-escaped-citation="t"></span><span
style='font-family:"Arial","sans-serif"'><span
style='mso-spacerun:yes'> </span>CITATION Lus13 \l 1033 </span><span lang=EN
style='font-family:"Arial","sans-serif";mso-ansi-language:EN'><span
style='mso-element:field-separator'></span></span><![endif]--><span style="font-family: "Arial","sans-serif";">(Lussier, 2013)</span><!--[if supportFields]><span
lang=EN style='font-family:"Arial","sans-serif";mso-ansi-language:EN'><span
style='mso-element:field-end'></span></span><![endif]--><span lang="EN" style="font-family: "Arial","sans-serif"; mso-ansi-language: EN;">. Thus,
Access Services is the tool that allows Access to run in SharePoint, and an
Access app is how you can view your Access database in SharePoint.</span><span style="font-family: "Arial","sans-serif";"><o:p></o:p></span><br />
<span style="font-family: Times New Roman;">
</span><br />
<span lang="EN" style="font-family: "Arial","sans-serif"; mso-ansi-language: EN;">Before we get into the how-to, let's discuss some requirements. If you're
not the technical person or farm administrator, you might want to take a second
to send that person a link to this blog post. I'll wait. Ready? Ok, let's
continue. There are three requirements I want to make clear. First, your
SharePoint server must be configured as a SharePoint app server. Second,
the Access service application requires a SQL Server 2012 application database
server. The rest of your SharePoint environment can use SQL Server 2008R2.
Finally, because Access apps are built using the Access desktop client, you
must have Access 2013 running on your Windows 7 or Windows 8 machine. (For the
full list of requirements, see the <a href="http://social.technet.microsoft.com/wiki/contents/articles/12514.sharepoint-2013-access-services.aspx" target="_blank"><span style="color: blue;">Access Services - SharePoint 2013</span></a>
article on TechNet.)</span><span style="font-family: "Arial","sans-serif";"><o:p></o:p></span><br />
<span style="font-family: Times New Roman;">
</span><br />
<span style="font-family: "Arial","sans-serif";">How do you build an Access
app? There are three possible methods: build a custom web app, use a web app
template, or download a web app from the Office store. In Part 1 of this blog
series, we will build a custom web app from scratch. In parts 2 and 3, we'll
explore the other methods.</span></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;"></span><br />
<span style="font-family: Arial, Helvetica, sans-serif;">To build a custom web app, the first thing you do is open the Access 2013 client on your computer. After you select Custom Web App, you'll be prompted to name the database and enter a location for your SharePoint site.</span><br />
<span style="font-family: Georgia, "Times New Roman", serif;"></span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">If you're using Office 365 (as I am), you'll be prompted to sign in. Once Access opens, you'll see two options. At the top of the screen, you can search for a template. At the bottom of the screen, you can choose an existing data source, such as an Excel file or a SharePoint list. To create a new table, within the text to the right of the table search, click the link for <span style="color: blue;">add a new blank table</span>.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Access will create a new table for which you can then create fields, define data types, and provide descriptions. After you save the table, switch to datasheet view to enter data. Create as many tables as necessary.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Finally, you are ready to view to your Access app in SharePoint. To do so, click Launch App from the Home ribbon. For each table, there will be a List form view and a Datasheet form view. The List form view is displayed by default. You can click Datasheet to switch to that view. Both form views can be edited in the Access client.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;"> To view a different table, click on the table name on the left side of the screen.</span><br />
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<span style="font-family: Arial, Helvetica, sans-serif;">Now that you know how to build a custom web app in Access 2013 and publish it to SharePoint 2013, what will be your first database?</span></div>
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<span style="font-family: Arial, Helvetica, sans-serif;">In part 2, we'll take a look at using the web app templates.</span></div>
Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com16tag:blogger.com,1999:blog-7828320422991083499.post-41520553487009079252013-01-08T06:46:00.002-08:002013-05-28T18:36:59.470-07:00SharePoint: How Hard Can It Be?<span style="font-family: 'Arial','sans-serif';">Greetings!</span><o:p></o:p><br />
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<span style="font-family: 'Arial','sans-serif';">Are you looking for SharePoint tricks (and tips) written in non-technical terms and designed for SharePoint end-users, power users, site owners, or other non-IT professionals? Then you’ve come to the right place.<o:p></o:p></span><br />
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<span style="font-family: 'Arial','sans-serif';">In 2008, I was tasked with building a SharePoint site. Although I had no experience with SharePoint, web design, or HTML, I was determine to figure it out. After all, I once worked as a graphic artist at a newspaper. How hard could it be?<o:p></o:p></span><br />
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<span style="font-family: 'Arial','sans-serif';">The most difficult part of building the WSS (SharePoint 2003) site was getting Flash to work. Today, Technet has a wonderfully simple <a href="http://social.technet.microsoft.com/wiki/contents/articles/adding-flash-to-sharepoint-2010.aspx"><span style="color: #954f72;">article</span></a> on how to implement Flash on a SharePoint 2010 site.<o:p></o:p></span><br />
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<span style="font-family: 'Arial','sans-serif';">This blog is where I will document, for myself and for you, the troubles I encounter and the solutions I employ. If I ever get too technical, feel free to reach into your monitor and slap me silly. We end users/business users/power users have to stick together, learn together, and conquer together!<o:p></o:p></span><br />
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<span style="font-family: 'Arial','sans-serif';">To submit blog topic, you can email <a href="mailto:sharepointmadam@gmail.com"><span style="color: #0563c1;">sharepointmadam@gmail.com</span></a> or find me on Twitter as @SharePointMadam.<o:p></o:p></span><br />
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<span style="font-family: 'Arial','sans-serif';">Happy collaborating!</span><br />
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<span style="font-family: 'Arial','sans-serif';">P.S. The SharePoint site I created in 2008 was a huge success! It has a new owner and new content now, but it's still widely used throughout the company.</span>Anonymoushttp://www.blogger.com/profile/14847841353177719198noreply@blogger.com0