SharePoint Kings,Technosavvy guys hunting SharePoint Challenges... SharePoint 2013, SharePoint 2010, MOSS 2007, Windows Workflow Foundation, Project Server and Other Related Technologies.
Friday, October 28, 2011
Wednesday, October 19, 2011
Metadata term store management - Part-3
In
this post, we are going to see how we can import terms into a term store
management. If you haven’t gone through Part-1 and Part-2, I would recommend
you reading them first and then continue reading from here.
So
what do we do? Here is a solution. First we need to understand that term store
management supports up to seven levels only. So we cannot go beyond that limit.
When
you open term store management, you will observe a sample import file that can
be viewed. Click on the file and see what pattern created in the file. Observe
the format.
As
you can see it can be up to seven levels only. So we have up to seven terms.
You can define the term group, description of that group as well as individual
term can be used for tagging or not.
Once
you import this file, you should see something like this.
So
this is the way, we can create terms from the excel file.
To
demonstrate, we are going to create a structure in excel the way we want. Here
I have created a structure of Microsoft products and frameworks etc. that are
used in a company to develop applications and solutions.
Make
sure that the excel file should only have one sheet. No more than one sheet is
allowed with this. So before saving your file to csv format, make sure that you
have only one sheet in the excel file.
Following
is the structure that I’ve defined in an excel file and then I’ve saved it as
CSV file format.
Now
go ahead and import this csv file to term store management.
And
you get exactly this, the way we’ve configured in the file.
This
is the easiest way to create a term set if it’s a complex and difficult to
create term one after the other manually in term store management. I hope this
must have helped you and you will try to implement in your scenario.
Keep reading Part-4 of this series.
Monday, October 17, 2011
Metadata term store management - Part-2
If
you have not gone through part-1 of this series, I would recommend you reading
it first and then continue reading from here.
When
you are on term store management page, you should be viewing something like
this.
The
system folder that you see on the left side is the default folder that comes up
with management store. All the keywords are defined by the users accessing the
site. These keywords have come from tagging feature across the site. They
belong to open submission policy. If a tag is not defined in these keywords
list and if any user tags any content with some other phrase or word, then that
word or phrase gets added to keywords store and becomes available for users to
tag.
If
you see on right side, you get to see options like importing a csv file to
create a terms or terms set rather than creating it manually. Sometimes you may
have many terms to enter, hence this option comes handy. We will look into this
option in next part of this series.
You
can define the term store administrator. Terms store administrators are the one
who handles the overall piece of cake here. They are the main authorities to
handle the overall term store management. The best part is they can create a
term set group and can assign a group manager who maintains the terms that are
part of that group.
Language
selection is also an option. If you have multiple languages installed, then you
get to choose different options as well. For me it’s only English and I am keeping
it very simple.
When
you click on the keyword, you get to see little different options on right.
You
can here also define the owner of the keywords, contact person whom suggestion
will go. If mentioned, then suggestion options become visible for users to send
feedbacks for tags to this user.
You
can also define stack holders to be notified when any major changes happen to a
term set. Because when we talk about term set, it belongs to a group and group
has some defined tags which need to be used by users across the group function.
So this feature comes handy when any changes happen to the term sets.
You
can have the entire keywords available for tagging or disable for tagging. When
checkbox is checked, all users can view these options for tagging and when
checkbox is not selected , that means user will not be able to tag any item by
using these tags.
Here
is the difference between these two; when selected and when not selected.
You
can also hide individual term not be enabling for tagging.
If
available for tagging then users gets this option otherwise they do not see
this tag.
You
can also delete or move a keyword to a term set. We will see move option very
soon.
Now
let’s go ahead and create a group term set. Term set is grouping of related
terms.
Click
on managed metadata service. Click on create group. Give a name technological.
Now
we need to add terms inside it. So go ahead and add the Terms. Go ahead and add
terms.
I’ve
added terms and terms inside .Net term. We are creating hierarchy
representation for .Net categories terms.
Now
let’s go ahead and add tag some of the items to see how we get the term set
appearing for tagging.
I
am typing Silverlight, and it gets me a term suggestion coming from term store
that we’ve defined.
When
we start typing .Net, we get suggestion.
This
way we can create hierarchy of terms that suits the requirement and accordingly
can guide people to tag the item. This can definitely improve the search and
saves the time for searching the content.
In
next post, we will see how we can import Terms from CSV file because there are
chances where you have many terms to define and manually defining terms can be
a tedious task.
Read Part-3 for further reading.
Thursday, October 13, 2011
Attach ECB menu to field other than Title field
I was wondering if we can attach ECB menu other than Title field in SharePoint 2010 list.
I was digging to properties that can be used with Fields and I found one.I was creating a list definition and I needed to add ECB menu to other field than the title. I already have one list definition project ready which I have deployed.
Below it the project screen shot and following is the resulting list in the site.
I was digging to properties that can be used with Fields and I found one.I was creating a list definition and I needed to add ECB menu to other field than the title. I already have one list definition project ready which I have deployed.
Below it the project screen shot and following is the resulting list in the site.
As you can
see only Title field gets the ECB menu, not the Order Name field. Let’s change
our list definition a little. Add two attributes to order name field.
And here we go,
deploy the solution again and you’ll see ECB menu attached to Order Name field.
Tuesday, October 11, 2011
A Web Part or Web Form Control on this Page cannot be displayed or imported. You don't have Add and Customize Pages permissions required to perform this action
I encountered very strange error yesterday and I was very thrilled to find a solution to this problem in SharePoint 2010.
Scenario is even the user has contribute permission on a specific web part page and try to add web parts, then also user cannot add the web part. Use keep getting message which says “A Web Part or Web form control on this page cannot be displayed or imported. You don’t have add and customized pages permissions required to perform this action.
Now the other problem, when the same user tried to add some other web parts like list view web part, they were added on a page without giving this error.
Now this is something new that I‘ve encountered. So I try giving user a full permission on that web part page. Still user was not able to add content editor web part to a page but was able to add list view web part. I didn’t realize what is wrong with SharePoint 2010. User has full control even though need not to for actions that user wants to perform, then also user is not able to add content editor web part.
Then I started Google information and found that if the user does not have design permission on a site level which itself has one permission called “Add and Customize the page” then user cannot add certain web parts to a page.
Once you give user design permission or Add and Customize page permission, user should be good to go for adding content editor web part to a page. This permission is given by default to Designer group and not to contributor group. This may be due to a security constrain where user can write cross site query scripting to manipulate something.
There is one more attribute that is new in SharePoint 2010 which allows or disallow a user which has contribute permission to add specific web part on a page.
If you set Safe=”false” a user with contribute permission cannot add this web part if it is set to true then it allows to be added on a page.
As you can see already many web parts have this property set to True. You can play around and check yourself. Hope you’ve liked this post.
Scenario is even the user has contribute permission on a specific web part page and try to add web parts, then also user cannot add the web part. Use keep getting message which says “A Web Part or Web form control on this page cannot be displayed or imported. You don’t have add and customized pages permissions required to perform this action.
Now this is something new that I‘ve encountered. So I try giving user a full permission on that web part page. Still user was not able to add content editor web part to a page but was able to add list view web part. I didn’t realize what is wrong with SharePoint 2010. User has full control even though need not to for actions that user wants to perform, then also user is not able to add content editor web part.
Then I started Google information and found that if the user does not have design permission on a site level which itself has one permission called “Add and Customize the page” then user cannot add certain web parts to a page.
Once you give user design permission or Add and Customize page permission, user should be good to go for adding content editor web part to a page. This permission is given by default to Designer group and not to contributor group. This may be due to a security constrain where user can write cross site query scripting to manipulate something.
If you set Safe=”false” a user with contribute permission cannot add this web part if it is set to true then it allows to be added on a page.
Monday, October 10, 2011
Thursday, October 6, 2011
Metadata term store management - Part-1
In
SharePoint 2010, we can now have managed metadata in our sites. First let us
understand what this metadata all about is.
Metadata
actually plays a very critical role if implemented properly across the organization.
When we want to identify any specific information, we tag the information as we
saw in one of the series (Tagging and Clouding) in our blog.
The
very simple basic point that is used as a base of metadata management is Term.
Term is any phrase or a word given to identify specific content or information
on a site.
Metadata
plays very critical role in defining a strict policy of tagging items based on
specific terms only which will internally help people to find and locate the
information easily when they search any content specific to their area of
interest. When any items tagged properly, then the search becomes very easy.
Term
can later be defined as managed term and managed keywords. The difference
between managed terms and keywords is terms are defined by administrators / contributors
and keywords are defined by users who use the site.
Managed
Term then can also be converted to Term set that can be represented in
hierarchical
group of related terms.
Keyword
can also be moved to be a part of term set.
This
is where the concept of closed and open submission tag policy comes into a
picture. Closed submission policy means user can tag items, document, and pages
only from defined terms by administrators or term contributors. Open policy
submission means user can tag item based on their own words or phrase and new
phrases keep adding to the management store for other users to tag any item
next time.
First
I would like to give a quick highlight on where we can find these options. You
can find these options in the site settings and in central administration.
Open
site settings page and locate term store management under site administration
option.
Start
the service if not started.
Read Part-2 for further reading.
Monday, October 3, 2011
Show only specific part of page – content editor web part
We all know that if we have requirement to view another page on specific page in SharePoint, we can use page viewer web part.
However the limitation of page viewer web part is that you cannot view specific portion of a page. You have to view entire page.
We can resolve this with the help of content editor web part. Well, this is not something which is related to completely with SharePoint.
This is a general HTML concept, however as content editor allows us to place HTML code inside it; I thought this can be a kind of a trick as well.
Add content editor web part to a page and what I am going to do is I am going to show a post from our very own SharePointKings in a content editor web part I would like to show only a post not an entire page. I would like to show Social Tagging and Clouding Part -3.
However the limitation of page viewer web part is that you cannot view specific portion of a page. You have to view entire page.
We can resolve this with the help of content editor web part. Well, this is not something which is related to completely with SharePoint.
This is a general HTML concept, however as content editor allows us to place HTML code inside it; I thought this can be a kind of a trick as well.
Add content editor web part to a page and what I am going to do is I am going to show a post from our very own SharePointKings in a content editor web part I would like to show only a post not an entire page. I would like to show Social Tagging and Clouding Part -3.
So here is what I have written in content editor web part
and follows is the end result.
<div style="width: 499px; height: 231px; overflow: hidden"><iframe src="http://www.sharepointkings.com/" scrolling="no" style="margin-top: -400px; width: 900px; height: 900px; margin-right: 100px"></iframe></div>
You need to make changes in left and top margins accordingly
for a page that you would like to show in web part. However one very important
note is that this directly takes a portion from a live page and hence any
content that is changed on a source page needs to be monitored accordingly
otherwise this web part would start showing something else as original source
page changes.
Subscribe to:
Posts (Atom)
Share your SharePoint Experiences with us...
As good as the SharePointKings is, we want to make it even better. One of our most valuable sources of input for our Blog Posts comes from ever enthusiastic Visitors/Readers. We welcome every Visitor/Reader to contribute their experiences with SharePoint. It may be in the form of a code stub, snippet, any tips and trick or any crazy thing you have tried with SharePoint.
Send your Articles to sharepointkings@gmail.com with your Profile Summary. We will Post them. The idea is to act as a bridge between you Readers!!!
If anyone would like to have their advertisement posted on this blog, please send us the requirement details to sharepointkings@gmail.com