Archive for SharePoint

| June 18, 2009
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SharePoint My Site Storage Quota

To increase storage quota for creation of new My Sites:
  • Central Administration (administrator access only)
  • Shared Services Administration
  • On Web Application, click drop-down menu and select My Site web application
  • On Default Quota Template, click drop-down menu and select desired new quota amount

Note: This change will only take effect for newly created My Sites. My Sites that are already created DO NOT inherit this new setting. They must be changed individually or by using a application (see CodePlex app).

To increase storage quota for My Sites already created:

  • Central Administration
  • Application Management
  • Under SharePoint Site Mangagement, click on Site Collection Quotas and Locks
  • Find the user’s personal site, click on it
  • In the Site Collection drop-down box, make sure it says http://mysite.company.com/username
  • In Site Quota Information section, click the Current Quota Template drop-down box and select the new desired amount
  • Click OK
Category: My Site, SharePoint | Tags:
| June 9, 2009
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Branding SharePoint (MOSS 2007) – Reference

I modified Microsoft’s Verdant Theme (the lime green one) for my company’s branding purposes. The lime green was the easiest to work with for my purposes. Someone else did the Photoshop mockups of three acceptable theme color combinations for me to implement. No changes were made to the master pages, so I only needed to  change image files and css files to make my new themes.

Articles I used for reference:

Books I used for reference:

Category: Branding, SharePoint, Themes |
| September 23, 2008
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SharePoint Forms Services and InfoPath Forms

This video by Ted Pattison rocks: Creating Browswer Enabled Forms with InfoPath 2007

Facts to remember: 

  • InfoPath forms are electronic forms based on xml schema
  • Forms Services is a new component of MOSS 2007
  • Forms Services allows creating browser-enabled Forms with InfoPath 2007

Video Demo structure:

  1. Build an InfoPath form that will target the broswer
  2. Configure MOSS 2007 to make sure Forms Services is turned on
  3. Publish InfoPath Form to a SP Forms Library
  4. Test Form in browser

The option to publish the form directly to a Sharepoint Document/Form Library or to a Content Type will be given in the publishing wizard.

Instructions on how to add a ‘Submit’ button can be found in Chapter 10 of ‘Beginning Sharepoint 2007’ by WROX.

Category: Forms Services, InfoPath | Tags: , , , ,
| September 10, 2008
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Site Directory: What doesn’t work

Our current set up with Site Directory at the Division level takes too many clicks to get to the department site you are looking for. Site Directory is not helpful in this situation. In reading this blog article for ideas, I found someone voicing a similar complaint:

What doesn’t work with Site Directory
 
I. All sites are added automatically generating at least a few problems.
1. Sites that are empty are added
2. Users that add their own descriptions can put some sites over the top in terms of scope.  Data may not be relevant.  
3. If you click on a site you more than half the time will not have access.  How many times does it take to make you not want to use the site directory?  Sites are not security trimmed.
4. Sites may no longer exist (some features in MOSS 2007 can help you take care of this one at least.)
 
What you need…
1. Sites that are useful and interesting… not old, not crusty, not empty, not shallow…
2. Sites that are security trimmed or are open
3. Categorizations need to be useful and easy to navigate and not empty nodes (not too deep)

Unfortunately, Joel’s solution of using the Search function rather than browsing is not an option yet since we dont have the Search feature enabled yet.

Category: SharePoint, Site Directory |
| June 10, 2008
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Adding Templates to New Button in Document Libraries

Problem:

How do you upload your own templates into SP Document Libraries so that they appear as an option when you click on the New button?

Answer:

Part I: Creating the Content Type in a SharePoint Site Collection

  1. Go to the home page of your site collection and click Site Actions > Site Settings > Modify All Site Settings
  2. Under Galleries, click ‘Site content types’:
  3. Click ‘Create’ in the top left area:
    • Click Create
  4. Enter Name and Description, select Parent Content Type and which group of content types to store your in. Then click ‘OK’ button. Note: The Description will appear under the Name in the ‘New’ button drop-drown menu.
    • Name and Description
  5. On the Site Content Type page, click on ‘Advanced Settings’
    1. If the template is in SharePoint already or somewhere else on the web, enter the URL for it, otherwise choose the option to upload the template.
    2. Should the content type be read only? Check ‘No’ i fyou want people to be able to use the template
    3. In most cases, leave ‘Update all content types inheriting from this type?’ Checked ‘Yes.’
    • CT Advanced Settings

Part II: Adding the Content Type to a Document Library

  1. First, go to the Document Library that you want to add the template to and click Settings > Document Library Settings.
    • Doc Library Settings1
  2. Under the General Settings, click Advanced Settings and make sure that the ‘Allow Management of Content Types?’ setting has ‘Yes’ selected. Then click the ‘OK’ button:
  3. Then,  under Content Types on the Document Library Settings page, click ‘Add from existing site content types’:
    • Doc Library Settings2
  4. On the ‘Add Content Types’ :
    1. Select ‘Document Content Types’ from the drop-down menu or appropriate content type for what you just added
    2. Then, select the name of the content type that you just added to highlight it
    3. Then, click the ‘Add’ button to move it to the right window pane
    4. Click ‘Ok’ button
    • Add Content Types
  5. Click ‘Change button order and default content type’:
    1. On the ‘Change New Button Order and Default Content Type’ page, uncheck the box next to Document to make it invisible
    2. Change your new template to the ‘1’ position to make it the default
    3. Click ‘Ok’ button
    • Change Button Order

You are finished! Now when you click on the New button in your Document Library you should see the new template as an option.

Category: Document Libraries, SharePoint |
| April 11, 2008
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Custom Permissions

Problem: We have a list on one of our extranet sites where the committee members need to have all of the normal ‘Contribute’ permissions except for delete.

Solution: We created a custom permissions level called ‘Participate’ with the same permissions as Contribute minus the delete permission.

Creating Custom Permission Levels

  1. Go to: Site Actions->Site Settings->People and Groups
  2. Go to: Site Permissions
  3. If you are basing your new permission level on an existing permission level, click on that permission level at this point in order to see what permissions it has.
  4. Select: Settings->Permission Levels
  5. Select: Add a Permission Level
  6. Give it a name and description then choose individual permissions. Click Create when done.
  7. Your permission level now shows up in the list.

Changing Permission Level for a Group

  1. Go to: Site Actions->Site Settings->People and Groups
  2. Go to: <group name> on left navigation.
  3. Select: Settings->Group Settings
  4. Under “Name and About Me Description” edit the About Me text to reflect the new permission level.
  5. Under “Give Group Permission to this Site” check the new permission level and uncheck the old permission level. Click OK when done.
Category: Permissions, SharePoint |
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