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January 10 Calculated Column
Illustrated as the Vin Diagram below, need to tag the calculated column as the following: Tag Red - Any record with at least one Red. Tag Yellow - Any record with at least one Yellow but no Red. Tag Green - Any record with no Red nor Yellow.
=IF(OR(([A1]="red"), ([A2]="red"), ([A3]="red"), ... ... ([A8]="red")),"Red", IF(OR(([A1]="yellow"), ([A2]="yellow"), ([A3]="yellow"), ... ... ([A8]="yellow")),"Yellow","Green")) January 02 Error message when you try to edit an Office document in a document library: "'Edit Document' requires a Windows SharePoint Services-compatible application"http://support.microsoft.com/kb/833714
SYMPTOMSWhen you try to edit a Microsoft Office document that is stored in a document library of a Microsoft Windows SharePoint Services Web site, you may receive one of the following error messages, depending on the version of Office that you are running.
2007 Microsoft Office suites'Edit Document' requires a Windows SharePoint Services-compatible application and Microsoft Internet Explorer 6.0 or greater.
Microsoft Office 2003 and earlier versions of Office'Edit Document' requires a Windows SharePoint Services-compatible application and Microsoft Internet Explorer 5.0 or greater. For example, you experience these symptoms if you click a Microsoft Word document in the document library, and then click Edit in Microsoft Office Word. Additionally, when you click New Document in the document library, you may receive the following error message: The document could not be created. The required application may not be installed properly, or the template for this Document Library cannot be opened. Please try the following: 1. Check the General Settings for this Document Library for the name of the template, and install the application necessary for opening the template. If the application was set to install on first use, run the application and then try creating a new document again. 2. If you have permission to modify this Document Library, go to General Settings for the library and configure a new template.
CAUSEThis issue may occur if one or more of the following conditions are true:
RESOLUTIONTo resolve this issue, use one of the following methods, as appropriate for your situation.
Method 1: Install Office XP or a later version of OfficeInstall Office XP or a later version of Office on your computer. When you install Office, make sure that you also install the SharePoint support component that is included in Office Tools in the Setup program. In Office XP, this component is named Microsoft SharePoint Support. In Office 2003 and in later versions of Office, this component is named Windows SharePoint Services Support.For more information about how to install the SharePoint support component that is included in Office Tools, see the "Method 2: Install SharePoint support" section. Method 2: Install SharePoint supportTo install SharePoint support, do one of the following, as appropriate to the version of Office that is installed on your computer.Note Because there are several versions of Microsoft Windows, the following steps may be different on your computer. If they are, see your product documentation to complete these steps. If Office XP is installed on the computer, follow these steps:
Method 3: Register the Owssupp.dll fileTo register the Owssupp.dll file, follow these steps:
In my case, just simply Run Repair Office and problem solved.
December 04 SharePoint - Firefox and NTLM authenticationFrom Kathy Hughes, MVP
Note: Assumes internal SharePoint deployment using NTLM authentication where client machine is a member of the same domain where SharePoint is deployed
I discovered this browser workaround several years back and thought I’d post here for reference. Here is the original source:- http://www.cauldwell.net/patrick/blog/PermaLink,guid,c7f1e799-c4ae-4758-9de7-5c3e7a16f3da.aspx. When using Firefox, avoid being prompted for logon when browsing to SharePoint sites by making the following configuration changes to your Firefox browser:
August 20 How To Create a Hyperlink to SharePoint's List Export to SpreadsheetPosted Monday, August 22, 2005 1:27 PM by wkriebel
Because you can't copy the hyperlink on the "Export to spreadsheet" link on SharePoint lists, here is how you can create your own hyperlink.
Replace the [Placeholders] with your environment's information. A handy way to get the list and view GUIDs is to go into "Modify Columns and Settings" then scoll down to the views section and click on the view that you want to use. You will notice the escaped list and view GUIDs in the resultant URL. Here is an example:http://MyWSS/sites/samplesite/_vti_bin/owssvr.dll?CS=109&Using=_layouts/query.iqy&List=%7BD109453A%2D1A6E%2D4F83%2DAFF9%2DCCA04A75D76D%7D&View=%7B8FB21A2F%2DB62C%2D41D8%2DBA0C%2D7BD9C31FAA51%7D&CacheControl=1 See also, MSDN's article: URL Protocol and my article: How To Add a Hyperlink To a SharePoint Event Outlook ExportWestin's Technical Log
July 24 Create KPI List in WSS v2.0 or WSS v3.0In MOSS 2007, there is a KPI Web Part and KPI list. It is very useful for management to see the current status of the key performance indicator of the company. However, this feature is not available in either WSS v3.0 or v2.0. With the current WSS v2.0 on hand, I have developed a similar KPI list and Web Part to mimic the features in MOSS 2007. Here are the steps: 1. Create a list called "KPI List" with columns: - Indicator (changed from Title) - Value - Goal - Warning - Status (Calculated Value)
2. What I want to show is: Red: Value < Warning Yellow: Warning <= Value <= Goal Green: Value > Goal
3. Based on the condition above, create a function for the Status column: Status =(IF(AND(Value>=Warning,Value<=Goal),"Yellow",IF(Value>Goal,"Green",IF(Value<Warning,"Red"))))
By Chad's request, I'm gonna explain more details on steps 4-6: 4. On the homepage, add KPI list by status=red, status=yellow and status=green, so you will have three modules of data. - To do this, you add the KPI list web part to the page, and then Modify Shared Web to apply filter Status = Red, Status = Yellow and Status = Yellow. It means you have to add KPI list WP three times with different filters. 5. Open FrontPage 2003, convert to XSLT list, change the style to the one you prefer. - Open the page in FrontPage 2003, right click on the WP, and then Convert to XSLT Data View. This gives you more option to change to the styles you like. - Then enable the WP menu, select Style.
- I chose "Repeating Form", and here is how it looks. - Then you can change the font color/size. 6. Insert the icons in front of the list item. - Add a column in the Red WP to have a space for Red icon. - Then insert the icon. The icon is displayed according to the line items, which means if Pipeline now changes to Yellow status, it will be shown in the Yellow WP with the yellow icon. Of course you need to add the yellow and green icons first to the Yellow WP and the Green WP respectively.
Finish Product. January 16 SharePoint Version - ChartFrom Penny Conventry:
Goto Control Panel -> Add and Remove Programs
Using IIS Manager, on the web sites properties HTTP Headers tab or through the SharePoint HTML admin pages, virtual servers once extended will show the following version numbers: Thanks to Matthew McDermott and Kenneth Searles for the update on the version related to the hotfix KB887981 Note: If you have a version number starting with 10, then it is either SharePoint Team Services (SPTS) or SharePoint Portal 2001 (SPS 2001).
November 29 WSS Version Numbers
August 16 Y.A.S.R.: RSS In SharePoint 2007 - Jan Tielens
Jan Tielens' YASR series: RSS feeds are great to keep you up to date without the hassle to go and look if information is updated; the new/updated stuff is pushed towards you. In the previous version of SharePoint, there was no support for RSS feeds out of the box. Although it’s possible to add RSS functionality to SharePoint 2003 by installing add-ons, it’s not very straight forward. Luckily in the new SharePoint 2007 RSS feeds are available, and the good news is: it’s enabled by default! When you navigate to a list or document library, you can select the View RSS Feed item from the Actions menu.
This will navigate to the RSS feed’s URL, but you’re not going to see the raw XML; it’s transformed into a nice web page using a XSLT. From this page you can click the Subscribe to this feed link which will send the feed to your favorite RSS reader (for example Outlook 2007).
This is what you get if you do not change anything, of course you can also customize the RSS feed for each list. For each list’s RSS feed you can specify the title, description and image url. Additionally it’s possible to choose the columns which should be included and the number of items to show in the feed (optionally limited by the age of the items). The default RSS feed of a list is based on the default view of that list. But each list view also has a RSS feed which can be retrieved from the view’s settings page. Great! So is there still room for improvement and/or opportunities? I do think so! One of the nice features of the U2U RSS Feed Generator for SharePoint, is the ability to create a feed that aggregates more than one list. This enables the users of a site to subscribe to one feed which bundles all the important information of a site. Maybe exposing the OPML for all the lists of a specific site could be a workaround. Let’s see if there will be any improvements in RC1, otherwise we’ll have to built something!
Y.A.S.R.: Alerts in SharePoint 2007Jan Tielens' YASR series: One of the more popular quirk in SharePoint 2003 (remember the YASQ’s?) was the alerting mechanism. The alerts in SharePoint 2003 are OK at first sight: you can create an alert for a complete list or document library, or just for one item. The problem is that you can only create an alert for yourself. This makes sense if you think of alerts as ‘RSS-avant-la-lettre’. But lots of people would like to create alerts for other users as well. Unfortunately this was not available out-of-the-box, although you could customize SharePoint by installing various (free) web parts to overcome this issue. Recently I discovered that this YASQ has become a YASR (Yet Another SharePoint Relief): in SharePoint 2007 you can create alerts for other users! Just navigate to a list or document library, and from the Actions menu choose the Alert Me item.
On the New Alert page you can specify the details about the alert: title, type and destination. The new (and exciting) thing is here that you can enter multiple user accounts to which the alert should be sent.
Further down on the page there are more innovations. In SharePoint 2007 you can create an alert which is based on a specific view which opens quite some interesting possibilities. Finally you can still choose the interval to sent the alert (immediate, daily and weekly). New here is when you select the daily or weekly summary that you can specify the exact time when the alert should be sent (e.g. a daily summary at 7.00 am in the morning).
So are alerts perfect in the release? I think there’s still some room for improvements: when you create an alert for multiple users actually multiple alerts are created. This is a disadvantage when you would like to delete or update the alert that you’ve created for multiple users at the same time (you can’t push forward those changes). And finally it’s not (yet?) possible to create an alert for all the content of a site. But don’t get me wrong, I still consider this as a major YASR! Y.A.S.R.: User Account Look-ups in SharePoint 2007 - Jan Tielens
Jan Tielens' YASR series: Sometimes a very small feature in SharePoint 2007 can mean a big relief for SharePoint users. Do you know the “pain” to add a user to a SharePoint site for example: you need to know the exact account name or the email address. One small typing mistakes will result in an unrecognized user. In the next version of SharePoint this scenario is drastically improved, and resembles a lot the experience that you get in Outlook. First of all SharePoint will actually tell you if you have entered a correct user name. When the name is recognized it will get underlined just like in Outlook. You can trigger this recognition process by clicking the Check Names icon (left one) or you can use the Outlook shortcut CTRL+K.
That’s already nice, but what happens when you enter only a part of a user name can’t be recognized because more than one user names matches? You’re text will be underlined with a red line.
That’s not everything, if you click on the red line you will get a context menu that will allow you to select a user account from the list that’s recognized.
And if that’s not enough, you can also use the Browse icon to get a full blown people and group dialog box. This functionally is available for all the fields in SharePoint in which you need to enter a user name. Besides that you can also use this in your own lists and document libraries when you create a new column and use the column type Person or Group.
Y.A.S.R.: Editable List/Document Library Pages - Jan TielensJan Tielens' YASR series: One of the more common things to customize in SharePoint 2003 (both WSS and SPS) are the pages that display lists or document libraries. Users end up on those pages when they click on the list/document library in the Quick Launch, or on the web part title that’s displaying the list/document library data. Those pages can be customized but you need to build your own site definition or you need to use FrontPage. The good news is that in SharePoint 2007 (both MOSS and WSSv3) those pages are editable from within the web user interface. Just navigate to the page and click Edit Page in the Site Actions menu.
Once you are in edit mode you can customize the page by adding web parts to it. Or you can choose to edit the web part that is displaying the list/document library data!
June 08 Office PivotChart Tip II have been implenmenting Office PivotChart Web Part to lots of SharePoint sites to create dynamic charts. Often the time, I'll get some errors that don't tell me what exactly I did wrong. With some testing, I find out some ways to avoid the errors, and starting today, I'll post some tips to do so:
I. Error "The query could not be processed: Data provider or other service returned an E_FAIL status".
The error message doesn't really tell you what went wrong. One of the scenarios that causes this error is
- You add a field to an existing list and make it REQUIRED.
- The filed doesn't have all the data, some of them is empty because it is later added.
- You drop the field to the data area on a PivotChart Web Part.
Then the result is PivotChart not able to create a chart and you got the above error.
The walkaround is make the field not REQUIRED first, in order to make the charts show correctly; after you have all the data filled into that field, then make it REQUIRED.
May 23 Office 2007 Beta 2 is finally out!!!Finally it's arrived! Office 2007 Beta 2 is ready for download!
May 16 Hiding Custom List Items - Mauro CardarelliVia MSd2d Mauro Cardarelli:
I recently had a client pose an interesting Windows SharePoint Services question that required quick action and no custom coding. This is my (what I believe to be) clever solution. We’re using WSS as an extranet. Some users will be accessing a specific site and will have visibility into a custom list of open issues. We want the users to see all the list items but only have update privileges on a subset. This is what we did:
(1) Start with a SharePoint Custom List with a collection of items (2) After entering a new item, click on the Edit icon for that row. This should bring up the EditForm.aspx page. (3) Open that page in Microsoft FrontPage 2003 and save a copy, using File-Save As, under a different name (i.e. EditAdminForm.aspx). This version allows full access to list items. (4) Return to EditForm.aspx and open it again in FrontPage. (5) Click on you custom list and right click; select ‘Customize SharePoint List Form’. (6) For each item that you wish to hide, click on the label cell for the appropriate row. On the FrontPage nav bar, you should see a selected HTML tag (it is on the far right). Click on the <TR> closest to it. The entire row should be selected. (7) Click the dropdown and select ‘Edit Tag…’ (8) In the pop-up, alter the <TR> tag to read <TR style=”display:none”> and save. This makes that row invisible. (9) Repeat for each row you wish to hide. (10) Somewhere on the EditForm.aspx page, place a hidden object. I used a borderless, transparent textbox on the lower left. Give it the following URL: "javascript:location.href='EditAdminForm.aspx'%20+%20location.search" The JavaScript will pass along the proper row ID. Admins will be trained to know where to look for the hidden URL and will have access to a full collection of list items. Unaware users will only see the visible list items. The SharePoint Save link works without alteration. May 11 Y.A.S.R.: Navigation in SharePoint 2007, Part One - Jan TielensJan Tielens' YASR series:
YASR: Navigation in SharePoint 2007, Part One[Yet Another SharePoint Relief Series] One of the pain points of SharePoint 2003 (especially Windows SharePoint Services), is the lack of navigation possibilities. It’s quite hard to find out which sub sites are created under a WSS site. Also when you’re on a WSS site, you don’t have any clue or way to navigate to the parent site hierarchy. With a small amount of customization however, it’s possible to solve these issues. In my SharePoint classes I always show how to create a breadcrumbs web part and drop-down navigation web part. For a pre-fabricated solution, check out Tom’s tree navigation web part. In SharePoint 2007 these web parts become obsolete, navigation is available everywhere. First of all, breadcrumbs are everywhere! Take a look at the screenshot below; it’s displaying a Contact list on a site. Notice the breadcrumbs to navigate back to the site.
When we drill down to the list item itself and edit the list item, the breadcrumbs will allow the user to navigate back the list item, the list and the site! I’m not going to display all the places where you can find those breadcrumbs, but they are really everywhere!
On site level there are also a couple of new options. First of all you can specify if you want to show the quick launch on the left hand side of the site’s home page. Additionally you can enable a tree view.
When you enable this tree view, it will show all document libraries and lists of the current site. The screen shot below is taken from a sub folder in a document library; notice that the sub folder item is bold in the tree view.
This is the first part of the navigation features in SharePoint 2007, in the next part I will focus on navigation between sites. So for now, navigation in SharePoint 2007 yet another SharePoint relief! May 10 Y.A.S.R.: Forcing Check Out in SharePoint Document Libraries - Jan TielensJan Tielens' Y.A.S.R. series:
Y.A.S.R.: Forcing Check Out in SharePoint Document Libraries[Yet Another SharePoint Relief Series] Document Libraries in SharePoint are great for doing document management. Once of they key concepts in document management is the ability to check out documents while editing the document. This will prevent other users from making changes at the same time. Check out functionality is available out-of-the-box in SharePoint 2003 Document Libraries. The only problem is that users are not forced to check out a document when making changes. There is however a workaround, but it involves editing the ows.js JavaScript file. (for more information see the MSD2D tip). In SharePoint 2007 by default a Document Library doesn’t force checking out the document either. When you click on a document, you’ll get a pop-up asking if you want to open the document in read-only mode, or if you want to make changes.
But the good news is that you can make the check-out required before being able to edit a document. It’s very easy to do so, just navigate to the versioning settings page of the document library and set Require Check Out property to Yes.
When a user now clicks on a document, another pop-up will show where can be specified to open the document in read-only mode or to check out and edit. When the user chooses to edit the document, optionally he can specify to make the document available offline.
From the dropdown attached to a document, the user can also choose to edit in Word …
… which will bring the following pop up. So; forced check out: yet another SharePoint relief!
Y.A.S.R.: SharePoint 2007 Versioning - Jan TielensJan Tielens' Y.A.S.R series:
Y.A.S.R.: SharePoint 2007 Versioning[Yet Another SharePoint Relief Series] In SharePoint 2003 you can enable versioning for a Document Library, so SharePoint will store for each document in that library previous versions when the document gets edited. That’s nice, but that’s about it what you get out-of-the-box. Since each version of the document is in fact a complete document (it’s not the delta that’s stored for a version) big documents can take up more space than desired. Just imagine that you have a 1MB Word document for which you have 15 versions, the total size that the document item will use, is 15 MB (15 times 1 MB). So a very common request is to limit the number of versions that is stored in a document library. In SharePoint 2003 there is no out-of-the-box functionality to do that, although it’s quite easy to write a Document Library Event Handler to accomplish this, but you do need to write some code and deploy the solution. In SharePoint 2007 however, you specify the number of versions that should be kept quite easily. In the Document Library Settings page, you can navigate to the Versioning Settings, where you can enter any number of versions to keep.
Another thing on this page that may get your attention is the fact that you can either choose to only create major versions, or you can choose to create major and minor (draft) versions. A little bit further on the page you can specify who can read the draft versions of the document.
So when you enable major and minor version a possible scenario could go like this: you create a new Word document in the document library. This document will become version 0.1. When you edit the document again, you will create version 0.2. When you decide it’s time for other people to see your hard work you can decide to publish the document as a major version.
This action will promote version 0.2 to version 1.0, so the version number 0.2 will change into version 1.0. The version history also reflects this:
Another common complaint for SharePoint 2003 is the fact that versioning is only available in document libraries. In SharePoint 2007 versioning is also available for lists (although only major versions). For example editing a list item will result in the following version history:
Document and list item versions in SharePoint 2007: yet another SharePoint relief! Y.A.S.R.: SharePoint 2007 Site Columns - Jan TielensJan Tielens's Y.A.S.R series:
Y.A.S.R.: SharePoint 2007 Site Columns[Yet Another SharePoint Relief Series] If you know a little bit about SharePoint 2003 you probably are aware of the fact that you can add custom columns to a SharePoint List or a Document Library. For example you can add an Importance column to a Document Library so each document in that library can have an Importance value. Probably if you want to do this nicely, you create Choice column so users can select the value for the Importance field from a couple of predefined values (e.g. Important, Very Important …). So far so good, this works fine in SharePoint 2003. But suppose you would like to have this Importance column also in another Document Library or in another List. The only option that you have in SharePoint 2003 is to repeat the creation of the field for the other Lists or Libraries (including defining all the different Importance values). In SharePoint 2007 you can avoid this repetitive work by using a new feature called Site columns. When you navigate to the Site Settings of a site, you’ll see a link called Site columns.
Clicking this link will bring you to the Site Column Gallery. This gallery contains all the defined Site columns, as you can see there are a bunch of columns that you get out of the box. Because this list can get quite long, you can divide the Site columns into groups.
From this gallery you can also create a new Site column, by clicking the Create link. Creating a Site column works exactly the same as creating a column for a Document Library or List. In this example I’ve created the Importance column and I’ve put it into the YASR group. The Source of the column is identified as YASR1 which is the name of the site.
When you want to add the newly created site column either to a Document Library or List, you need to navigate to the Settings of the Library or List. In the Columns section you’ll find links to create a new column, or to add a column from existing site columns.
Selecting a site column is quite easy: the groups are listed in a drop down and it’s possible to add more than one column at the same time.
When you’ve added the column to a Document Library or List, the library or list will have the Imortance column right away, including all the settings that have been chosen for this column (e.g. different values). Of course it’s possible to add the s | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||