Archive for January, 2007

MOSS 2007 Permission Levels

January 31, 2007 16 comments

When you create a new library for your documents or forms, you need to set permission levels for the users and groups. Permissions bring security to both the library and the users. Permission levels are based upon the access rights of each level. Full control is the least restricted and read is the most restricted permission level.

Here is the list of Microsoft Windows SharePoint Services for MOSS 2007 permission levels with a brief description of each:

Full Control
Has Full Control. This is the least restrictive permission level with full control over the MOSS installation and post configuration tasks.

Can view, add, update, delete, approve, and customize. You can create resource libraries as well as lists and edit pages on the site.

Can view, add, update, and delete. You can add, delete and edit previously created list items and document libraries.

Can view and read. This is the most restrictive permission level and allows only to read pages on the site including the resource libraries.

Limited Access is a permission level that is automatically assigned to a user or a group when you assign them a role at a lower level but to access that lower level they require to access an object at a level higher than they have permissions to.


Worldwide General Availability of Windows Vista and the 2007 Microsoft Office System

January 26, 2007 1 comment

January 29, 2007 – 1:45 p.m. PST / 4:45 p.m. EST – From Times Square in New York City, Microsoft Chairman Bill Gates celebrates the worldwide launch of Windows Vista and the 2007 Microsoft Office System. The celebration intends to pay tribute to the millions of Microsoft customers, partners and product testers around the world who provided input and feedback on these products — helping Microsoft transform the way people communicate, create and share content, and access information and entertainment in the new digital age.

 Be there!!!

Customizing/Changing default text message in Alerts

January 26, 2007 4 comments

In STS 1.0 it was not possible to amend the text of Alerts because they were a .DLL file.   In WSS it is possible to modify the content and format of Alerts about changes to list items.   You do this by customizing XML files in the …\Template\XML directory. You will have to edit the file named AlertResultNotification.xsl file in

\Program Files\SharePoint Portal Server\DATA\Alerts\<LocaleID>\(For full details see the WSS SDK under the heading “Customizing the Message Text for Alerts”)

Building A SharePoint View

January 26, 2007 3 comments

SharePoint views allow us to see SharePoint Lists in different ways. Consider the SharePoint Announcements List as an example, we could have one view that shows only records added by a specific user or records with a particular status. Or we can have a list that shows items in an alphabetical order. Each of these is a  separate SharePoint view. Each list has a “Default” view that is shown when the list is selected from the homepage.

If you open a SharePoint list and go to “Modify settings and columns” link on the left Navigation column, you will see a section at the bottom titled “Views“. This list has only one view viz “All Items“. Click on the link and we’ll see how this view is defined. A list may have a number of views, Announcement is one of the simplest list and has only one view.

Please scroll down to view the details:

 ·          Columns: columns of the view are shown. You should see a list of columns like “Attachments”, “Title”, “Modified ” etc.

·          Sort order: shows the column used for the  sorting order of the items. You should see that the list will be sorted by “Modified” column and in the descending order so that the most recent entry is displayed at the top of the list.

·          Filter: allows you to hide or show items based on a given criteria. No filters are defined by default.

·         Grouping: you can group items together using certain characteristics.   

Personalization in MOSS 2007

January 22, 2007 8 comments

The first thing you should do is make sure you’ve created a Shared Service Provider (SSP). To check this do the following:

  1. Go to MOSS 2007 Central Administration
  2. Click on Shared Services Administration in left navigation
    1. If this list is not empty then click on an SSP
    2. If this list is empty then click New SSP and create a Shared Service Provider  

Once on the Shared Services Administration page for your SSP you should see at least 3 sections titled: User Profiles and My Sites, Audiences and Search. To get started you’ll need to import user profiles from the directory.To import user profiles:

  1. Under User Profiles and My Sites click on the link labeled “User profiles and properties”
  2. On the User Profiles and Properties page click on “Configure profile import”
  3. Provide a default access account, specify an account that has read access to your directory.
    Note: This account needs to also have Manage User Profiles rights, verify click on “Personalization services permissions” under User Profiles and My Sites on the SSP Admin page. To keep things simple until you have a grasp of the service you should use the SharePoint Admin account.
  4. Click OK
  5. On the User Profiles and Properties page click on “Start full import”
  6. Verify that import started and wait until import has completed before moving on to other personalization admin tasks (this may take a few hours)
  7. After import is complete to view the results click on “View user profiles” on the User Profiles and Properties page

The SSP administrative portion of My Site should have been configured when you created the SSP. So while waiting on profile import to complete you can explore the non administrative parts of My Site.To create a My Site:

  1. Click on My Site in the global actions bar which is in the top right corner of every SharePoint page
  2. Wait while your My Site is created
  3. After creation is complete check to make sure the name of the site created is titled with your name
    1. If not then open a new browser window with your credentials and click the My Site link again or copy the URL behind the My Site link into the browser window.
      Note: My Site is highly personalized so it works best when its created using your credentials and not those of an admin account or alternate account
  4. Follow the links in the Getting Started with My Site web part

Once profile import is complete we can go back to setting up personalization services in the SSP Admin page. Now that we have profiles we can do things with them like create audiences.To create audiences:

  1. Go to the Shared Services Administration page for your SSP.
  2. Click on “Audiences” under the section Audiences
  3. On the Manage Audiences page click on “Create audience”
    Note: Audiences should not be created until after you’ve completed a profile import.
  4. Walk through the steps to create a new audiences based on user profile data
  5. After you’re done creating audiences click on “Start compilation” from the Manage Audiences page
    Note: Audiences must be compiled before they can be used.
  6. After compilation is complete to view the results click on “View audiences” from the Manage Audiences page

Now that we have created new audiences we should put them to use on SharePoint sites by targeting content. To target content on SharePoint sites:

  1. Go to SharePoint site
  2. Go to the document library on the site
  3. Go to Document Library Settings
  4. Click on “Audience targeting settings” under General Settings
  5. Enable audience targeting
    Note: You can do this for any list type not just documents.
  6. Go back to the document library
  7. Edit or upload a new document
  8. Click the Browse button in the Target Audiences field
  9. Select an audience you created or search and use an existing distribution list
    Note: Distribution lists and security groups will only display after you’ve completed a profile import.
  10. Click OK to update the document’s properties

To display targeted content on SharePoint sites:

  1. Go to the site home page and add the Content Query Web Part
  2. Modify the Content Query Web Part
  3. Under Query change List Type to Document Library
  4. Under Query -> Audience Targeting check “Apply audience filtering”
  5. Click OK
  6. Verify the items you targeted in the document library only show for people in those audiences.  

Now that you’ve had a chance to see how audience targeting works let’s move on to People Search. To setup people search:

  1. Go to Shared Services Administration for your SSP
  2. Under Search section click on “Search settings”
  3. On Configure Search Settings page find the default content access account
    1. If this is not set then provide a default content access account
  4. Verify default content access account has Use personal features rights
    Note: To verify click on “Personalization services permissions” under User Profiles and My Sites on the SSP Admin page. To keep things simple until you have a grasp of the services you should use the SharePoint Admin account.
  5. On Configure Search Settings page click on “Content sources and crawl schedules”
  6. On the Manage Content Sources page hover over “Local Office SharePoint Server sites” and click the arrow to drop the ECB menu
  7. In the drop menu click Start Full Crawl
  8. Verify that crawl started and wait until crawl has completed before moving on to search for people

Finding people:

  1. Once crawl is complete to main portal site and click on Search in the top navigation area to go to the Search Center
  2. In Search Center click on tab labeled “People”
  3. Type in a term you added to your profile while exploring your My Site such as a project, skill or responsibility
  4. Hit Enter or click the Go button
  5. Verify that you and others who match that search term was returned as search results  

One area of personalization we haven’t touched on at all yet is publishing links to the Office client. Links to SharePoint lists, libraries, and sites can be published to Office 2007 clients as places to easily retrieve or save documents. To publish links to Office 2007 clients:

  1. Go to Shared Services Administration for your SSP
  2. Under User Profiles and My Sites click on “Published links to Office client applications”
  3. Click New to add a link
  4. Provide a URL, name and type for the link
    1. If you want to the link to only show for a specific set of people then specify and audience
  5. Click OK

To view links in the Office 2007 client:

  1. Open Word 2007
  2. Open the File Open or Save As dialog box
  3. Click on My SharePoint Sites on the left
    Note: In order for the service to find the SSP you must set the My Site you created earlier as your default My Site.
  4. Verify link are presented
    Note: The service that updates the client runs daily, this is configurable, so if you don’t see the link wait at least 24

Microsoft Office Excel-based Business Intelligence

January 22, 2007 1 comment

Excel Services, part of Office SharePoint Server 2007, extend the capabilities of Microsoft Office Excel 2007 by allowing broad sharing of spreadsheets, improved manageability and security and the ability to re-use spreadsheet models using a scalable server-based calculation service and interactive Web-based user interface. With Excel Services, you can:

  • Broaden the access and availability of spreadsheets by incorporating interactive spreadsheets into business intelligence portals, dashboards, and scorecards.
  • Secure and protect confidential information and maintain one version of the truth by locking down access at the server.
  • Reduce development costs, and improve time to market by using Web services to access models and data contained in spreadsheets.
  • Use Data Connection Libraries to provide an easy way for your users to share, manage, and discover connections to external data repositories without requiring any knowledge of the technical details.

Windows Workflow Foundation

January 22, 2007 1 comment

Windows Workflow Foundation is the programming model, engine and tools for quickly building workflow enabled applications on Windows. It consists of a Microsoft .NET Framework version 3.0 (formerly WinFX) namespace, an in-process workflow engine, and designers for Visual Studio 2005. Windows Workflow Foundation is available (currently in beta) for both client and server versions of Windows. Windows Workflow Foundation includes support for both system workflow and human workflow across a wide range of scenarios including: workflow within line of business applications, user interface page-flow, document-centric workflow, human workflow, composite workflow for service oriented applications, business rule driven workflow and workflow for systems management.

 The Windows Workflow Foundation namespace in Microsoft .NET Framework version 3.0 (formerly WinFX) is called System.Workflow. Windows Workflow Foundation provides a consistent and familiar development experience with other Microsoft .NET Framework version 3.0 (formerly WinFX) technologies such as ASP.NET, Windows Communication Foundation and Windows Presentation Foundation. Windows Workflow Foundation provides full support for Visual Basic .NET and C#, debugging, a graphical workflow designer and the ability to develop your workflow completely in code. Windows Workflow Foundation also provides an extensible model and designer to build custom activities which encapsulate workflow functionality for end-users or for re-use across multiple projects. Windows Workflow Foundation will be used across many future Microsoft products including The Microsoft Office System, BizTalk Server and the Microsoft Dynamics Products (previously known as Microsoft Business Solutions products). Most applications can benefit from the asynchronous state management features of the workflow model, the rapid development features of the designer, the potential for end-user flexibility, and the increased visibility into run-time code execution.

A workflow is a set of activities stored as a model that describe a real world process. Work passes through the model from start to finish and activities might be executed by people or by system functions. Workflow provides a way of describing the order of execution and dependent relationships between pieces of short or long running work. While it is possible to write a workflow completely in code, workflow is often best viewed graphically. Once a workflow model is compiled it can be executed inside any Windows process including console apps, forms- based apps, Windows Services, ASP.NET web sites and web services.