Showing posts with label SharePoint. Show all posts
Showing posts with label SharePoint. Show all posts

Thursday, October 27, 2011

SharePoint 2010: Tip of the Day - Finding what level of SharePoint 2010 is installed?

This is a quick tip bought to by SharePoint Six!

Tip 1: To quickly find out the build level of SharePoint 2010 using Powershell, use the following commands:
$farm = Get-SPFarm
$farm.BuildVersion


Tip 2: For a list of build numbers, go to Joe's blog: http://blogs.technet.com/b/sharepointjoe/archive/2011/02/01/sp2010-sharepoint-2010-build-level-and-version-numbers.aspx

Tip 3: For the latest patches, go to this site: http://technet.microsoft.com/en-us/sharepoint/ff800847.aspx

Friday, July 16, 2010

SharePoint 2010 - SharePoint 2010 just got quicker. The latest patch is doing it’s job!

I’m running Windows 7 on a Dell Latitude E4300 4GB RAM with SharePoint Server 2010 installed for development and demo purposes. In the beginning SharePoint was running with an acceptable performance, but sometimes there would be a little wait here and there.

A few days ago Microsoft released an update for SharePoint Foundations 2010, which it claimed would improve stability and performance.

Guess what? After it was installed, I browsed my SharePoint sites using Chrome – man, it was lightning fast! Was it Chrome? Don’t think so. Same quick response in Internet Explorer 8! The performance is noticeably MUCH quicker. Great job guys!

This is the patch I installed:
Update for Office SharePoint Foundations 2010 (KB2032588)

“Microsoft has released an update for Office SharePoint Foundation 2010, 64-bit Edition. This update provides the latest fixes to Microsoft WSS 2010, 64-bit Edition. Additionally, this update contains stability and performance improvements.”

http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=f6f1d567-a21f-4770-80ba-f7d6e05f11aa

Tuesday, December 08, 2009

Microsoft SharePoint Server 2010 Beta 2 – How to recover data from an unattached content and restore it to a (or another) site

A new feature in SharePoint 2010 is the ability to recover content from an unattached database (also tested to work for attached databases). The following are steps to do this (in case I forget in the future).
Note of warning: Screen shots and directions in this entry are based on SharePoint 2010 Beta (v. 14.0.4536.1000) and may change without notice.
I. Export from Database
1. Within Central Administration v4, browse to “Backup and Restore” section in the Quick Launch
image
2. Click “Recover data from an unattached content database”:
image
3. On the “Unattached Content Database Data Recovery” Page, enter the database server and database name of the source database to restore from, select “Browse content”, and click Next:
image
4. Select the Site Collection from the Database, the site from the database and the List as required, select “Export site or list”, and click Next (Note – this screen shot is based on a Beta version, and it appears that even though you have the correct site collection selected, the URL shows the central administration url. Only the relative URL is correct here):
image
5. Type in a file share location (ensure the SharePoint Farm account has owner access to this folder in Windows), and click Start Export:
image
6. Wait for the job to complete:
image
image
7. Files will be created in the share directory (Note: Contents of the .cmp file can be opened as a cab file – just like most other wsp packages):
image
II. Import to new Site
1. Open up the SharePoint 2010 Management Shell
image

2. Let’s assume we have already created a blank site to be restored to @ dougleung.com. We will now restore to that SharePoint Site:
Run this command in the Management Shell:
Import-SPWeb –Identity [url] –path [path]
eg. Import-SPWeb –Identity http://dougleung.com –path \\servername\folder\exportfile.cmp
image
3. Your contents from your export file (in this case the exported Announcements list) will be imported to the dougleung.com site.

Wednesday, August 05, 2009

MOSS 2007 – User Profile Imports and LDAP Cheat Sheet

 

I’ve tried to get an instance importing but still with no luck – there must be something else preventing it from importing… Anyways, I decided to write down my research for the day:

Default SharePoint settings are:

Search Base: dc=domain,dc=company,dc=com
Base Query: (&(objectCategory=person)(objectClass=user))

Options:

Options for Search Base:
-
Can define a specific OU to base the import on. eg. ou=Sydney,ou=Department1,dc=domain,dc=company,dc=com

Options for LDAP Filter Query:
Get all accounts with email address:
(&(objectCategory=Person)(objectClass=User)(!(userAccountControl:1.2.840.113556.1.4.803:=2))(email=*))

Get active accounts – filter our disabled AD accounts:
(&(objectCategory=person)(objectClass=user)(!userAccountControl:1.2.840.113556.1.4.803:=2))

Get accounts in the Department1 OU:
(&(objectCategory=Person)(objectClass=User)(memberof:1.2.840.113556.1.4.1941:=(CN=Authenticated Users,OU=Department1,DC=domain,dc=company,dc=com)))

Get accounts with a first name:
(&(objectCategory=Person)(objectClass=User)(!(userAccountControl:1.2.840.113556.1.4.803:=2))(!(!givenName=*)))

 

Good References:
Scope of Query – Base, One Level, Subtree: http://msdn.microsoft.com/en-us/library/aa746467%28VS.85%29.aspx

LDAP Search Filter Syntax:
http://msdn.microsoft.com/en-us/library/aa746475%28VS.85%29.aspx

Importing Specific group into SP User Profile Store with LDAP:
http://mindsharpblogs.com/wayne/archive/2005/06/15/497.aspx

LDAP Attributes:
http://www.computerperformance.co.uk/Logon/LDAP_attributes_active_directory.htm#LDAP_Attribute_

A Nice LDAP Attribute Table:
http://www.it.ufl.edu/projects/directory/ldap-schema/attributes.html

Tuesday, July 14, 2009

Time Capsule 2006 to 2009 - The Technologies of a technical consultant

I was sitting on the train today, thinking about the technologies I have worked with in the last three years. And you know what? I have to say web technologies have developed extremely quickly (Well of course it is!). Being a consultant allows me to indulge myself into the latest technologies, and most of the time, take the latest technologies for granted.

Sometimes I think it is actually quiet an effort to keep up (yet I have to for my passion and profession). What I mean for example is say, you install an SDK for Silverlight 2.0, work with it a little while, then you will find yourself installing the SDK for Silverlight 3.0 (And of course with that Visual Studio 2010)! It is hard work to keep up, but it is worth it!

I've worked with SharePoint 2003, I'm working with SharePoint 2007 technologies and now with the sneak peak at the exciting SharePoint 2010, I have to say being a techy guy is the best job in the world! It is very rewarding to see Microsoft listening to customers, giving them what they want. I dig the new BCS, I dig the new ribbon within the web browser, I dig multi-item checkouts, I dig the new developer tools, I dig the new backup and restore tools, I dig the new central admin.....I dig it, I dig it, I dig it! Then again, it is hard work to keep up, but it is worth it!

Anyways, the purpose of this is to keep a time capsule of the (non beta) technologies I have played within the 3 yr period. Who knows how many of these technologies will stay in my list? Here goes...

2006-2009:
Microsoft Technologies
  • C#/VB
  • ASP.NET
  • .NET 1.0, 1.1, 2.0, 3.0, 3.5
  • SQL 2000, SQL 2005, SQL 2008
  • Windows 2000, Windows 2003, Windows 2008, Windows XP, Windows Vista, Windows 7
  • Microsoft CRM 3.0
  • Microsoft CRM 4.0
  • WSS 2
  • SharePoint Portal 2003
  • WSS 3
  • MOSS 2007
  • MS Office 2003/2007
  • Microsoft Search Server 2008 and FAST
  • Silverlight 1.0
  • Silverlight 2.0
  • Internet Explorer 6.0/7.0/8.0

Third Party
  • Javascript and AJAX
  • JQuery
  • Flash
  • DotNetNuke
  • SugarCRM
  • Meridio
  • HP Trim



Thursday, July 02, 2009

Microsoft SharePoint 2007 – Renaming a MOSS Server


This is the N-the time I’ve had to rename a SharePoint server, and every time I keep on forgetting the exact steps… so these are notes for the (Technical) me.

  1. Change each alternate access mapping for MOSS 2007/WSSv3 deployment in Central Admin reflecting new server name
  2. Register the change with SharePoint, using:

    stsadm -o renameserver -newservername <newname> -oldservername <oldname>


  3. Rename server in Windows
  4. Restart server
  5. Post restart, update SharePoint farm credentials using:

    stsadm -o updatefarmcredentials -userlogin <domain\domainuser> -password <password>


  6. Run an iisreset
  7. Check the accounts used in application pools within IIS, update to reflect new machine name accounts
  8. Rebuild the search index (remove and recreate)
  9. Operation Complete!

Source: http://www.sharepointblogs.com/mirjam/archive/2007/08/06/renaming-a-moss-server.aspx (Thank you Mirjam)

Thursday, April 02, 2009

Microsoft SharePoint - Version numbers

It's been the Nth time I've had to checkup the version of SharePoint that is installed on a Farm - and I am now finally keeping this here for my own notes.

All these times I've been hitting back on a very nice post by Penny Coventry that contains a list of SharePoint Patches and respective version numbers:
http://www.mindsharpblogs.com/penny/articles/481.aspx

The easiest ways I use to check version numbers are:
1. In Central Admin, Site Actions > Site settings:



OR

2. In IIS, right click on the web application and select properties > 'HTTP Headers' tab, under Custom HTTP Headers section:

Saturday, February 21, 2009

Microsoft SharePoint 2007 - SharePoint Lookup Field Relinker Utility

I've had a dig into my code stash, and found that I actually have a tool to help reassociate SharePoint lookup fields to lists. You'd only every really need to reassociate if the list referenced by the lookup field has an altered GUID. The GUID of a list would change if it has been deleted, or if you migrate a list from one environment to another.

I'm quiet flat out atm, so I'll post some more information in the next week or so with instructions on how to use this tool.

Background
This tool was used as part of a migration plan across servers using site backup and restore. The restored site ended up with lists that had lookups that did not associate with the appropriate columns. This is because the ID of the list in the new environment is different after a restore. Therefore the stored lookup field definition will no long be validly pointing to the correct ID of the list column that it was associated with - hence the need for this tool to reassociate such lookup fields with the relevant list columns that it references from.

Hopefully this little tool could help save alot of pain in migrating lookup fields in lists.


Some notes on the utility:
--------------------------------------------------------------------------------------
This tool was developed to reassociate or fix SharePoint lookup fields to lists in a site.

This tool is able to:
1. Relink lookup fields
2. Relink multiple lookup fields from an XML definition (Bulk tasks)
3. View Field Schema

This tool is useful in the following scenarios:
1. A list a lookup field is pointing to has been deleted and needs to be linked to a different field in a different list
2. A site backup is made and is restored in a different environment - The lookup fields will no longer link to
the field even thought the appropriate lists may be created. This tool will help relink the fields

Requirements for this tool to run:
1. Must login as Site Administrator - as the code will delete the lookup field and recreate it (Did not use RunWithElevatedPrivileges() for security purposes.)
2. Tool must be run on a WSS v3.0 or MOSS 2007 Server directly
3. Sorry, this tool has only been tested on an English environment - but theoretically should still work
with other localisations of SharePoint instances.

Where to download:
http://www.codeplex.com/SPLookupLinker

Tuesday, September 02, 2008

Tech-Ed Australia 2008

If you are going to Tech-Ed in Sydney this week, you can catch a few very interesting SharePoint/Search sessions:

  • OFC315 - Why Findability Should Be an Organising Principle for Your SharePoint Server 2007 Deployment. Presented by Ivan Wilson (SharePoint Gurus) and Ben Curry (MindSharp)
  • OFC301 - Form Processes in Minutes, not Months. Presented by Ivan Wilson (SharePoint Gurus) and Ben Walters (SDM).
  • MVP307 – SharePoint Monitoring – How to measure the success of your SharePoint implementation. Presented by Ivan Wilson (SharePoint Gurus)
  • OFC302 Stop Searching... Find it! With Microsoft Enterprise Search. Presented by Gayan Peiris (Microsoft)
  • OFC405 Creating Solutions with the Business Data Catalog. Presented by Ishai Sagi (Unique World)

Also another interesting one with Silverlight and SharePoint:

  • OFC303 Enhance the SharePoint User Interface with Silverlight 2.0. Presented by William Cornwill and Craig Harrowfield

Friday, July 18, 2008

Microsoft SharePoint 2007 - WSS and MOSS VPCs

I just discovered Microsoft provides VPC's for SharePoint evaluation. If you are a little lazy and don't already have a VPC, these maybe a good starting point:

Microsoft Office SharePoint Server 2007 VHD (24 July 2007):
http://www.microsoft.com/downloads/details.aspx?FamilyID=67f93dcb-ada8-4db5-a47b-df17e14b2c74&DisplayLang=en


Windows SharePoint Services 3.0 SP1 Developer Evaluation VPC Image (3 July 2008):
http://www.microsoft.com/Downloads/details.aspx?familyid=1BEEAC6F-2EA1-4769-9948-74A74BD604FA&displaylang=en

Tuesday, July 15, 2008

Microsoft SharePoint 2007 - Including/Excluding a list in the Search Index

Have the search results in your WSS/MOSS environment been ugly with all that list data? Did you want the content source to include content excluding list data?

In SharePoint, the content in each list can be configured to be included or excluded from being indexed in search crawls.

Through the SharePoint UI, this option is called "Allow items from this list to appear in search results?" and is located in the Advanced List Settings:



Through the SharePoint API, this option is exposed as a property called "NoCrawl" (for the list named "Hidden From Search List"):


SPSite site = new SPSite("http://siteurl");
SPWeb web = site.RootWeb;
SPList list = web.Lists["Hidden From Search List"];
list.NoCrawl = false;
list.Update();


After this property has been updated, the next time SharePoint Search crawls, it would skip indexing the list with a NoCrawl value of false.

Tuesday, June 17, 2008

Microsoft SharePoint 2007 - SharePoint Branding Tool v1.7.0 (Custom tool for themes, masterpages, site logos...)

This is an update for this article.

I've been quiet busy recently but I was still able to squeeze some time into improving this tool. I can't think of anymore to improve on without over-doing it. That being said, feel free to send me a post on my blog for suggestions. I hope it will be a useful tool.

You can get the tool at codeplex

http://www.codeplex.com/BrandingTool.

Here is the readme:

SharePoint Branding Tool v1.7.0 Released

This tool can be used apply the following actions for multiple Site Collections, and Child Sites:

-modify Themes,
-modify MasterUrl (Master Page),
-modify CustomMasterUrl (System Master Page),
-modify SiteLogoUrl (Site Logo),
-modify SiteLogoDescription (Site Logo Alternative Text),
-modify AlternateCssUrl (Custom CSS Style Sheet)
-view various properties of sites and themes at a glance

Selection of sites can be filtered by the Site Template used.

In this version I have made the following enhancements from feedback:
-UI Improvement: Less intrusive messages
-UI Improvements: Status Strip for operation reporting, etc
-Different SharePoint language version support (Dynamic install path support - for Spanish support)
-Improved error message reporting
-Improved operation reporting
-Configuration file support


And here are some screen shots of the new app:






Remember the tool not only does the job using the SharePoint Object Model, but it also allows you to do it through the SharePoint UI:


You can get the tool at codeplex

http://www.codeplex.com/BrandingTool.

Tuesday, March 25, 2008

Microsoft SharePoint 2007 - Stsadm extensions

"The branding tool is out. What next? How about an stsadm tool for themes?"

After a search on google, it seems Gary Lapointe has beat me to it:
http://stsadm.blogspot.com/2008/01/apply-theme.html

He's created a very useful list of stsadm extended commands found here.
(http://stsadm.blogspot.com/2007/08/stsadm-commands_09.html)

The source code can be downloaded here:
http://www.thelapointes.com/blog/stsadm.zip

The installation file can be downloaded here:
http://www.thelapointes.com/blog/Lapointe.SharePoint.STSADM.Commands.wsp

Here's a listing of the additional commands:


  1. createquotatemplate

  2. editquotatemplate

  3. setmastersitedirectory

  4. setallowaccesstoonlinegallery

  5. disableuserpermissionforwebapp

  6. enableuserpermissionforwebapp

  7. setselfservicesitecreation

  8. connecttoportalsite

  9. setsitegeneralsettings

  10. setuserprofiledefaultaccessaccount

  11. setuserprofileimportschedule

  12. gen2003to2007profilepropertymap

  13. migrate2003profilesto2007

  14. setpictureurlnewpath

  15. setsitenamingformat (use mysitesettings instead)

  16. enuminstalledsitetemplates

  17. enumavailablesitetemplates

  18. addavailablesitetemplate

  19. removeavailablesitetemplate

  20. enumnavigation

  21. addnavigationnode

  22. setnavigationnodes

  23. copynavigation

  24. enumfeatures

  25. copycontenttypes

  26. enumavailablepagelayouts

  27. fixpublishingpagespagelayouturl

  28. repairsitecollectionimportedfromsubsite

  29. convertsubsitetositecollection

  30. setsitedirectoryscanviewurls

  31. enumtimerjobdefinitions

  32. exportlist

  33. importlist

  34. copylist

  35. getlistschemaxml

  36. enumunghostedfiles

  37. reghostfile

  38. deletelistfield

  39. moveweb

  40. managecontentdbsettings

  41. addsiteadmin

  42. deleteweb2

  43. mysitesettings

  44. upgrade2

  45. enumpagewebparts

  46. movewebpart

  47. setwebpartstate

  48. retargetcontentquerywebpart

  49. replacefieldvalues

  50. applyupgradeareaurlmappings

  51. publishitems

  52. setlocalsitedirectory

  53. import2

  54. setsearchcenter

  55. replacewebpartcontent

  56. enumeffectivebaseperms

  57. createwebapp

  58. deletewebapp

  59. exportlistitem

  60. importlistitem

  61. copylistitem

  62. deletelistitem

  63. setnavigationsettings

  64. enumprofileprivacypolicies

  65. setprofileprivacypolicy

  66. enumprofileproperties

  67. editprofileproperty

  68. exportlistfield

  69. importlistfield

  70. updatelistfield

  71. deletelist

  72. copylistsecurity

  73. updatelistview

  74. setsspacl

  75. createsearchscope

  76. updatesearchscope

  77. addsearchrule

  78. setauditsettings

  79. setusageanalysis

  80. adduser2

  81. adduserpolicyforwebapp

  82. addlistitem

  83. exportlistitem2

  84. movesite

  85. applytheme

  86. retargetgroupedlistingswebpart

  87. sitewelcomepage

  88. enumwelcomepages

  89. createcontentdb

  90. createsiteindb

  91. exportcontenttypes

  92. exportsitecolumns

  93. importsitecolumns

  94. setanonymousaccess

Monday, March 24, 2008

Microsoft SharePoint 2007 - SharePoint Branding Tool v1.6.0 (Custom tool for themes, masterpages, site logos...)

This is an update for this article.

I spent a few more hours trying to update the user interface and to make the tool a little easier to use.

Update 1: New options
The interface is more refined and has shortcuts to open the site directly from a context menu. New items in the "File" menu for easy access to SharePoint Theme files and folders.


Update 2: More Information at a glance
I've added an extra DataGrid View to show properties of the selected site or selected theme. This version also shows the theme preview.


Update 3: Easier to use interface
I've reduced the pop-ups and tried to bring is all together in the one window.


Enjoy!

You can get the latest (v1.6.3) SharePoint Branding Tool here:
http://www.codeplex.com/BrandingTool

Thursday, March 20, 2008

Microsoft SharePoint 2007 - SharePoint Branding Tool v1.5.1 (Custom tool for themes, masterpages, site logos...)

I got a little bored and a little sick at home, so I started finishing off some code I worked on with my colleagues Andrey Shchurov and Alexandre Bacchin (I'm no geek though).

This is meant to be a tool that will aid the Web Designer or the SharePoint Developer in applying look and feel to their SharePoint sites. It also doubles up as a great tool to update multiple SharePoint sites manually (including MySites).


This is how the tool looks like. You can select from a list of web applications, select the sites to apply changes, and then apply your theme! (If you've got lots of sites, that's ok, you can filter them by the site template the site uses)


It's got other features as well to quickly update your MasterPage URL, and your Applications MasterPage URL(CustomMasterUrl) as well:


So this is before the Theme application:


This is after. It doesn't only apply it for the top level site, but also did it for one of the child sites (which is 2 level below the above site):


Need to change the site logo and description for multiple sites? No problem:

Boom! In just a few seconds just took a few seconds...

And the Master Page URL? How does it work? Here's a screen shot:

After the update of the property via the code:

Not to mention, it also logs what it does in a text file, so it's easy to revert in case of mistakes. It's developed with .NET 2.0 and uses the SharePoint 2007 API, so it'll work with WSSv3 and MOSS2007.

The code doesn't have good naming conventions, but we'll leave that to be a to-do. For now, I've tested it enough to prove it works with no problems. Any suggestions of feedback, please post it on the codeplex page.

A newer version is available. More information here:
http://sharepointsix.blogspot.com/2008/03/microsoft-sharepoint-2007-sharepoint_24.html


You can get the SharePoint Branding Tool here:
http://www.codeplex.com/BrandingTool

Saturday, December 22, 2007

Microsoft SharePoint 2007 - MySites and Facebook (Part 1)

A little background on my work...
I would like to start this blog off with a little background into myself... actually if you've been reading only my blog articles, you'll probably still be under the impression that I may have only have knowledge and interest in Microsoft CRM. Making that assumption would be invalid, because as a matter of fact, I am ALSO engaged in SharePoint work!

Over the last few months I have been busy developing SharePoint that I haven't got the chance to blog anything about CRM. I actually had a dilemma if I should start posting SharePoint posts on this blog, as the main intension of this blog was to discuss about CRM and SharePoint integration.

I have come to a decision to dedication this blog to to all new technology with a focus on both CRM and Sharepoint (not only CRM-SharePoint integration).

Back to the topicSo back to the topic of MySites and Facebook...

-Intro
Over the last year, I have worked with various clients on Corporate Directories, web 2.0 tools, collaboration tools and tools that help businesses improve communication and personal information sharing. This work surrounded a SharePoint component called MySites.

-History of these technologies?
MySites has historical roots all the way back to SharePoint 2001! MySites didn't exist in SharePoint 2001. From an article I found from Microsoft, in SharePoint 2001, the "MySite" concept was...

"a workspace is used to group a collection of personal dashboards, and little, if any, use is made of the top-level workspace dashboard. Each personal dashboard site consists of the Home dashboard page and an additional Reports subdashboard page."
In SharePoint 2003 Portal Server, MySites (Personal sites) was an official component. Here is an official extract about what it is:
"...in SharePoint Portal Server 2003, all users...with the Create Sites and Create Personal Site rights automatically have a personal site created for them when they click the My Site link on the portal site home page.

My Site is a personal SharePoint site created on the portal site that provides personalized and customized information for each user. Your personal site consists of two views: A private view for personal information that only you can see, and a public view seen by everyone else. The private view is shown by default when you view your personal site."
Users were able to search and view other users profile information, based on information from Active Directory and other information entered by that user.

SharePoint 2003 Portal Server: Public MySite


SharePoint 2003 Portal Server: Private MySite



In SharePoint 2007 (MOSS not WSSv3), this concept and idea has evolved even more with new SharePoint web parts like the RSS Viewer, In Common Web Parts, Colleague Tracker Web Parts, Document Agregation web parts and more...

With these components and a few others, businesses can enable employees/users to leverage the office-social network to find information and access much tacit knowledge. (There was also once an introduction of the Knowledge Network concept which extends on tacit knowledge sharing, but Microsoft has not yet official released this component.)

MOSS 2007: Public Sites


MOSS 2007: Private Sites


MOSS 2007: Custom Tabs and role based templates
http://office.microsoft.com/en-us/sharepointserver/HA102147321033.aspx

And.... Facebook? According to wikipedia:

"Facebook is a social networking website, launched on February 4, 2004. Facebook was founded by Mark Zuckerberg, a former Harvard student. Initially the membership of Facebook was restricted to students of Harvard College. It was subsequently expanded to MIT, Boston University, Boston College, and all Ivy League schools within two months."

The highlights of Facebook which businesses are interested in is the way in which personal information can be shared across the network without having two users being online at the same time. I recall from the facebook f8 conference video Mark Zuckerberg mentioned that Facebook allows for a larger communication channels between users.

Facebook has an interface for user information, web 2.0 collaboration applications and tools, and widgets that allow for this to happen. Recently, Facebook exposed their API, allowing the outside world to develop applications that can pull information from Facebook, that can integrate into Facebook, etc.

-A possible new way for Customer Relationship Bonding/Management??I had a few open-ended ideas and questions on social networking within the enterprise which could start you up for a good deep thought.... some of these:
* Facebook contains groups for universities, companies and interests. Perhaps we could do the same for all customers, employees/ex-employees, and stakeholders of the company to share information?
* Can we use this technology to improve how the customers, employees/ex-employees, and stakeholders feel they bond with the company? (On top of sending personalised letters from MS CRM and analysing data)
* Can we import this information into CRM systems to form even more accurate reports about customers?

-What have I done to MySites?A recent client, there were requirements for the business to implement an advanced "Phone Book/User Directory". They had a look at SharePoint MySites and decided that it is perfect for their use, and not only that it had tools very similar to Facebook (which many people are hooked onto!)

The requirements evolved and hence now after a few months of development and hard work, they've got themselves their own "Social Networking tools" with part Facebook capabilities.

In the next few articles, I will discuss on the what I have done and the challenges I had to get it all working... Stay tuned...

Wednesday, June 27, 2007

Microsoft CRM 3.0 - Integrating the CRM UI into SharePoint (Page Links)

CRM UI in SharePoint? Easy as 123!
I've been thinking of ways to directly integrate the CRM interface into another web application or web page, such as SharePoint. As a result, I've compiled a list of CRM links for various datagrids used for showing sets of records from CRM. These URL's can be embeded into a SharePoint 2007 page using either a "Site Aggregator" or "Page Viewer" Web Part.



If the page was to be embedded into an iframe within a web page, it is important to note that Internet Explorer may restrict access to it for security purposes. These security settings, however, can be disabled/enabled within Internet Explorer. Otherise a simple frame could be used.

Almost anything can be displayed using these URLs giving the situation satisfies the following:
1) The user account used to log into the client machine has the permissions to access Microsoft CRM records.
2) Integrated Security is enabled, so that credentials are passed
3) The user has access to a particular entity

And finally... the list of links for Microsoft CRM 3.0:

DataGrid Lists
Accounts - http://crm/_root/homepage.aspx?etc=1
Contacts - http://crm/_root/homepage.aspx?etc=2
Opportunities - http://crm/_root/homepage.aspx?etc=3
Leads - http://crm/_root/homepage.aspx?etc=4
Marketing List - http://crm/_root/homepage.aspx?etc=4300
Reports - http://crm/CRMReports/home_reports.aspx
Activities - http://crm/workplace/home_activities.aspx
Calendar - http://crm/workplace/home_calendar.aspx
Articles - http://crm/workplace/home_answers.aspx
Queues - http://crm/workplace/home_workplace.aspx
Competitors - http://crm/_root/homepage.aspx?etc=123
Products - http://crm/_root/homepage.aspx?etc=1024
Sales Literature - http://crm/_root/homepage.aspx?etc=1038
Quotes - http://crm/_root/homepage.aspx?etc=1084
Orders - http://crm/_root/homepage.aspx?etc=1088
Invoices - http://crm/_root/homepage.aspx?etc=1090
Quick Campaigns - http://crm/MA/home_minicamps.aspx
Campaigns - http://crm/MA/home_camps.aspx
Cases - http://crm/CS/home_cases.aspx
Contracts - http://crm/_root/homepage.aspx?etc=1010
Services - http://crm/_root/homepage.aspx?etc=4001

Miscellaneous
Advanced Find - http://crm/AdvancedFind/AdvFind.aspx
CRM Help - http://crm/help/default.aspx

For convenience during customisation, I've also posted the following links for settings and customisations in the following article:
http://sharepointsix.blogspot.com/2007/06/ms-crm-30-crm-settings-pages.html

Tuesday, June 05, 2007

Microsoft CRM 3.0 and MOSS 2007 - CRM and SharePoint Integration

I've recently been looking at the integration of Microsoft CRM 3.0 and Microsoft Office SharePoint Server (MOSS) 2007 and my findings were pretty promising!

Of my findings, ways to integrate Sharepoint 2007 and Microsoft CRM include:

* Presenting CRM data in Microsoft's CRM list web part (More Info)
* Exposing basic lookup/view functionality from the CRM list web part
* Presenting KPIs, Reports, and CRM data with MOSS 2007 Excel Web Access Service
* Presenting CRM data, KPIs and more using MOSS 2007's Business Data Catalog (BDC) and BDC web parts (More Info)
* Exposing CRM data through MOSS 2007 Enterprise Search functionality using BDC
* Presenting CRM records in a SharePoint 2007 RSS feeder web part using the RSS adaptor from Microsoft (More Info)
* Storing CRM documents in a Sharepoint Document Library to leverage versioning control and better management (More Info)
* Integrating SharePoint 2007 document library with CRM information using a third party tool (c360 Word Mail Merge or MSCRM-Addons WordMailMerge)
* Integrating a SharePoint 2007 page into the Microsoft CRM interface as a sub application or as part of a tab using iFrame
* Using a CRM workflow and a CRM call-out assembly to create a Sharepoint workspace for a CRM record
* Using MOSS 2007's workflow (or an event handler) and Windows Workflow Foundation (WWF) to create a CRM record when a subsite or list item is created.
* Presenting CRM Reports in Sharepoint using SQL Reporting Services web parts (Report Explorer and Report Viewer)

And more...
* Remembering the fact that Microsoft CRM is built on SQL, other applications can be created pulling data from filtered views (It is best practice to only use filtered views created by CRM.)
* Remembering that Microsoft CRM offers web services, other applications can be created to leverage off CRM's web services. Data security of the CRM data provided by the web service is inherited from Microsoft CRM when the you authenticate whilst connecting.
* Remembering that Microsoft SharePoint also offers web services, and hence call-outs can leverage off SharePoint functionality!

A small number of Blogs/Articles which I've read as a part of my research:
* Sharepoint Integration Approaches http://mscrm.spaces.live.com/blog/cns!534230C9D7A90B1B!390.entry
* Sharepoint with MS CRM 3.0 http://microsoftcrm3.blogspot.com/2007/01/sharepoint-with-ms-crm-30.html
* Microsoft Dynamics CRM Official Site http://www.microsoft.com/dynamics/crm/default.mspx
* Microsoft CRM Integration & Customization: SharePoint Document Gateway http://www.albaspectrum.com/Customizations_Whitepapers/Microsoft-CRM-Integration-Customization-Sharepoint.htm
* Microsoft CRM Integration & Customization: SharePoint Document Gateway http://ezinearticles.com/?Microsoft-CRM-Integration-and-Customization:-SharePoint-Document-Gateway&id=26933
* Microsoft CRM 3.0 SDK http://msdn2.microsoft.com/en-us/library/aa682866.aspx
* Reporting Services WebParts - Walkthrough http://blogs.sqlxml.org/bryantlikes/articles/628.aspx
* SQL Server Reporting Services Web Parts Review http://weblogs.asp.net/jan/archive/2005/01/21/358073.aspx
* Questions I asked on the CRM Community Site http://www.microsoft.com/Businesssolutions/Community/NewsGroups/dgbrowser/en-us/default.mspx?dg=microsoft.public.crm.deployment&amp;amp;amp;amp;tid=d6f67d53-fe75-4d6f-8bf8-d4fe79b15e5f&cat=〈=en&cr=US&sloc=en-us&amp;amp;amp;amp;m=1&p=1
* Microsoft Office Sharepoint Server 2007(MOSS 2007) And Microsoft CRM Integration http://www.codeproject.com/useritems/MOSS_2007-CRM_Integration.asp

Tuesday, April 17, 2007

Microsoft CRM 3.0 - Useful SharePoint Integration Links

The following are links from the Microsoft Dynamics CRM 3.0 site, which contain tutorials and elements useful for integrating Microsoft CRM data/functionality into SharePoint. Have fun!

* The List Web Part for Microsoft Dynamics CRM 3.0 (Installed on any SharePoint Web Part Page)
http://www.microsoft.com/dynamics/crm/using/deploy/crmwebpart.mspx#EWB

* Create a Microsoft Dynamics CRM 3.0 dashboard with SharePoint Portal Server
http://www.microsoft.com/dynamics/crm/using/deploy/integratesharept.mspx

* Displaying Microsoft CRM Business Data in SharePoint Web Parts
http://msdn2.microsoft.com/en-us/library/ms913709.aspx

* Display a SharePoint document library in a Microsoft Dynamics CRM 3.0 form
http://msdn2.microsoft.com/en-us/library/ms913709.aspx

Wednesday, March 21, 2007

SharePoint 2003 & 2007: SharePoint 2003 to 2007 CSS Style sheets

I was having a look at the differences in the Styles used in SharePoint 2003 and SharePoint 2007. I discovered that whilst most of the CSS styles are available, many have been rewritten in SharePoint 2007. In addition to that, these styles have now been placed in different CSS files!

The 2003 Generation:
In WSSv2, all SharePoint styles are defined in OWS.CSS in the folder on the SharePoint host Server:
C:\Program Files\Common Files\Microsoft Shared\web server extensions\60\TEMPLATE\LAYOUTS\1033\STYLES\OWS.CSS


In SharePoint Portal 2003, in addition to the styles in WSSv2, extra styles are defined in SPS.CSS in:
C:\Program Files\Common Files\Microsoft Shared\web server extensions\60\TEMPLATE\LAYOUTS\1033\STYLES\SPS.CSS


The 2007 Generation:
In WSSv3, all SharePoint styles are defined in CORE.CSS in the folder on the SharePoint host Server:
C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\1033\STYLES\CORE.CSS


In MOSS 2007, in addition to the styles in WSSv3, extra styles are defined in PORTAL.CSS in:
C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\1033\STYLES\PORTAL.CSS

I also found in the folder, a group of other CSS files...

* Calendar.CSS
* Control.CSS
* Core.CSS
* datepicker.CSS
* EWRDefault.CSS
* Help.CSS
* HtmlEditorCustomStyles.CSS
* HtmlEditorTableFormats.CSS
* Menu.CSS
* OWSNOCR.CSS
* PORTAL.CSS
* RCA.CSS
* SiteManagerCustomStyles.CSS

Where else could CSS call a home?
In SharePoint 2007, theres an ability to package your page layouts, site templates, etc as a Feature. In the following folder, you may find the CSS style sheets to such Features:
C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\FEATURES\PublishingLayouts\en-us

CSS Styles...
Wondering what styles are for, and how they look like? Heather Solomon's written some references for these styles for both SharePoint 2003 and SharePoint 2007.

SharePoint 2003 CSS Reference Chart
http://www.heathersolomon.com/content/sp03cssreference.htm

SharePoint 2007 CSS Reference Chart
http://www.heathersolomon.com/content/sp07cssreference.htm