Create a List based on a Spreadsheet in SharePoint 2010

 

Before you import, prepare your data

• The top row of your spreadsheet should consist of labels or headers. Each label should describe the contents of the data beneath it.
• Make sure your information is properly separated so that later it can be sorted easily. For example, you may have a column called “Name” that contains the first and last name of a customer. However, you might want to separate that column into two columns, one for “First name” and one for “Last name.”
• A list should not contain any blank rows, blank columns, or empty cells.

How to convert your data in Microsoft Excel into a table

1. Click inside the range of data.
2. On the Home tab, click Format as Table, and then choose any style.
3. Verify that the correct range of cells is selected.
4. Make sure the My table has headers check box is selected.
5. Click OK.

How to import an Excel spreadsheet

1. Close Excel.
2. On the Site Actions menu, click More Options.
3. On the left, click List.
4. Select Import Spreadsheet.
5. Click Create.
6. Name the list and enter a description.
7. Click Browse and then select the spreadsheet you want to import.
8. Click Open.
9. Click Import.
10. If the Excel icon is blinking on the taskbar at the bottom of your screen, click the icon, and then click the file name of the file you want to import.
11. For Select Range, click the table range.
12. Click Import.

 

 

Create a list from a spreadsheet in Excel 2010

1. Open your spreadsheet in Excel 2010.
2. Select your data. On the Home tab, click Format as Table and then choose a table style you like.
3. If your data has column headers, click to select My table has headers, and then click OK.
4. On the Design tab, click Export, and then click Export Table to SharePoint List.
5. For Address, type the URL for the site.
6. For Name, type the name you want for the list itself.
7. For Description, type a short description.
8. Click Next. And then click Finish.

Tags van Technorati: Lists,Spreadsheet,SharePoint 2010,Microsoft Excel

Use a Text Filter Web Part

 

First, insert a simple web part that displays your list data.

1. Go to the page where you want the data.
2. On the Page tab, click Edit.
3. Do one of the following:
   a) Click an area where you want the data to be placed. Then on the Insert tab, click Web Part
   b) Click Add a Web Part
4. On the left, click Lists and Libraries.
5. On the right, click the name of your list or library, and then click Add.

Second, insert the text filter web part.

1. On the Page tab, click Edit.
2. Do one of the following:
   a) Click an area where you want the text filter to be placed. Then on the Insert tab, click Web Part
   b) Click Add a Web Part
3. On the left, click Filters. On the right, click Text Filter, and then click Add.
4. Change the name of the filter web part. In the upper-right corner of the web part, click the small arrow, and then click Edit Web Part
5. Under Filter Name, type a friendly name of the web part (something other than Text Filter).
6. Under Title, type a friendly name of the web part (something other than Text Filter).
7. In the lower-right, click Apply.
8. In the upper-right corner of the web part, click the small arrow, click Connections, and then click Send filter Values To, and then choose the list you want to send filter values to.
9. Click 2. Configure Connection
10. For Consumer Field Name, choose the column you want the filter value to be compared to.
11. Click Finish.
12. At the bottom of the web part panel, click OK to finish editing.
13. On the Page tab, click Save and Close.

Tags van Technorati: Lists,Text Filter,Web Part

Display List Data with a Chart in SharePoint 2010

• Display list data with a bar chart

• Display list data with a pie chart

Display list data with a bar chart

1. Go to the page where you want the bar chart.
2. On the Page tab, click Edit or Edit Page.
3. Do one of the following:
   a) Click an area where you want the chart to be placed. Then on the Insert tab, click Web Part
   b) Click Add a Web Part
4. On the left, click Business Data. On the right, click Chart Web Part, and then click Add.
5. Click Data & Appearance, and then click Connect Chart To Data.
6. Click Connect to a List, and then click Next.
7. Under List, select the list you want, and then click Next.
8. Click Next.
9. Choose columns for the Y Field and X Field.
10. Click Finish.

Display list data with a pie chart

1. Go to the page where you want the bar chart.
2. On the Page tab, click Edit or Edit Page.
3. Do one of the following:
   a) Click an area where you want the chart to be placed. Then on the Insert tab, click Web Part
   b) Click Add a Web Part
4. On the left, click Business Data. On the right, click Chart Web Part, and then click Add.
5. Click Data & Appearance, click OK, and then click Connect Chart To Data.
6. Click Connect to a List, and then click Next.
7. Under List, select the list you want to display in the chart, and then click Next.
8. Click Next.
9. Choose the proper columns for the Y Field and X Field.
10. Click Finish.
11. Click Data & Appearance, and then click Customize Your Chart.
12. On the left, click Pie, and then click a pie template on the right.
13. Click Next.
14. Select a theme, or specify width, height, and so on.
15. Click Next.
16. Choose title or legend options as necessary.
17. Click Finish.

Tags van Technorati: Chart,Web Part,Lists,SharePoint 2010

SharePoint 2010 Techniques for Managing Large Lists

 

How to create an index

1. Go to the list that you want to set an index for.
2. On the List tab, click List Settings.
3. Under Columns, click Indexed columns.
4. Click Create a new index.
5. Under Primary column for this index, select a column that you will frequently filter or sort on.
6. Click Create.
   Note: If you get an error preventing you from creating the index, you may need your administrator to create the index for you. Or, you may need to create the index during the Daily Time Window for Large Queries.

How to create folders

1. First enable the New Folder command. Go to the list that you want to create a folder for. On the List tab, click List Settings.
2. Click Advanced settings.
3. Under Make “New Folder” command available, click Yes, and then click OK.
4. Go back to the list. On the Items tab, click New Folder.

After you create folders in the list, you can then move items into those folders.

1. On the Site Actions menu, click Site Settings.
2. Under Site Administration, click Content and Structure.
   Note: This link is unavailable if you do not have the proper permissions, or if you are not using SharePoint Server.
3. On the left, click the name of your large list.
   Note: If you get an error preventing you from seeing your list here, you may need your administrator to move the items for you. Or, you may need to move the items during the Daily Time Window for Large Queries.
4. On the right, click the checkboxes for the items you want to move into folders.
5. On the Actions menu, click Move.
6. In the Move… dialog, click the plus sign next to your large list, and then click the folder you want to move the items to.
7. Click OK.

How to configure key filters

1. Go to the list that you want to set a key filter for.
2. On the List tab, click List Settings.
3. Click Metadata navigation settings.
4. Under Available Key Filter Fields, select the column you want to filter, and then click Add.
   Note: If you get an error preventing you from creating a key filter, you may need your administrator to create it for you. Or, you may need to create the key filter during the Daily Time Window for Large Queries.
5. Click OK.

Creating indices, key filters, or moving items in a large list

If your list has more than 5,000 items, errors may prevent you from creating indices, key filters, or moving items. However, one or more of following will solve this problem:

• Do these tasks during the Daily Time Window for Large Queries. Your administrator can establish this time window. Refer them to the section below entitled, “How to enable the Daily Time Window for Large Queries.”
• Ask your administrator to create indices, key filters, or move items for you.
• Obtain permissions that will allow you to create indices, key filters, and move items without errors and warnings. This essentially means becoming a member of the Administrators group in Windows Server. Note: This is often impractical at large organizations.

How to enable the Daily Time Window for Large Queries

1. In Central Administration, click Application Management on the left.
2. Click Manage web applications.
3. Select the web application that contains the large list.
4. Click General Settings, and then click Resource Throttling.
5. Under Daily Time Window for Large Queries, click to select Enable a daily time window for large queries.
6. Set a start time and duration when most of your users will not be working.
7. Click OK.

Tags van Technorati: Index,Folders,Query,Lists,Key Filters

How to configure Key Filters in SharePoint 2010

 

1. Go to the list that you want to set a key filter for.
2. On the List tab, click List Settings.
3. Click Metadata navigation settings.
4. Under Available Key Filter Fields, select the column you want to filter, and then click Add.
   Note: If you get an error preventing you from creating a key filter, you may need your administrator to create it for you. Or, you may need to create the key filter during the Daily Time Window for Large Queries.
5. Click OK.

Tags van Technorati: Lists,Key Filters,Query

How to create folders in a SharePoint List

 

First enable the New Folder command. Go to the list that you want to create a folder for. On the List tab, click List Settings.

Click Advanced settings.

Under Make “New Folder” command available, click Yes, and then click OK.

Go back to the list. On the Items tab, click New Folder.

After you create folders in the list, you can then move items into those folders.

1. On the Site Actions menu, click Site Settings.
2. Under Site Administration, click Content and Structure.
   Note: This link is unavailable if you do not have the proper permissions, or if you are not using SharePoint Server. (not available in SharePoint Foundation!)
3. On the left, click the name of your large list.
   Note: If you get an error preventing you from seeing your list here, you may need your administrator to move the items for you. Or, you may need to move the items during the Daily Time Window for Large Queries.
4. On the right, click the checkboxes for the items you want to move into folders.
5. On the Actions menu, click Move.
6. In the Move… dialog, click the plus sign next to your large list, and then click the folder you want to move the items to.
7. Click OK.

Tags van Technorati: Lists,Folders,Query

How to create an index

 

How to create an index

1. Go to the list that you want to set an index for.
2. On the List tab, click List Settings.
3. Under Columns, click Indexed columns.
4. Click Create a new index.
5. Under Primary column for this index, select a column that you will frequently filter or sort on.
6. Click Create.
   Note: If you get an error preventing you from creating the index, you may need your administrator to create the index for you. Or, you may need to create the index during the Daily Time Window for Large Queries.

How to enable the Daily Time Window for Large Queries

In Central Administration, click Application Management on the left.

Click Manage web applications.

Select the web application that contains the large list.

Click General Settings, and then click Resource Throttling.

Under Daily Time Window for Large Queries, click to select Enable a daily time window for large queries.

Set a start time and duration when most of your users will not be working.

Click OK.

Creating indices, key filters, or moving items in a large list

If your list has more than 5,000 items, errors may prevent you from creating indices, key filters, or moving items. However, one or more of following will solve this problem:

• Do these tasks during the Daily Time Window for Large Queries. Your administrator can establish this time window. Refer them to the section above entitled, “How to enable the Daily Time Window for Large Queries.”
• Ask your administrator to create indices, key filters, or move items for you.
• Obtain permissions that will allow you to create indices, key filters, and move items without errors and warnings. This essentially means becoming a member of the Administrators group in Windows Server. Note: This is often impractical at large organizations.

 

Tags van Technorati: Lists,Query,Throttling,Index

Check permissions for a person or site

You can find out quickly and easily who has access to what on your sites and content, and you can easily determine whether a site, list, or library contains content with unique permissions.

You can check the permissions settings for any of these:

• An individual (including yourself) or a security group
• A site or sub-site
• Site content, such as a list or library, or individual item within a list or library
• Whether a site, list, or library contains items with unique permissions, and if so, what they are.

TIP    If you have permission to add Web Parts to your site, you can add the Site Users Web Part to display all the people and groups who have access to the site.

 

 

Check the permissions for an individual or a security group

1. Click Site Actions, and then click Site Permissions.
2. On the Permission Tools tab, click Check Permissions.
3. Type the name of the person or group you want to check, and then click Check Now.

The Check Permissions dialog box displays name of the person or group you checked, along with the permission levels assigned to them and where the permission levels come from: That is, whether the person has permissions through membership in a group, or as an individual.

 

Check the permissions for a site

• Click Site Actions, and then click Site Permissions.

The permissions page displays all the users and security groups with access to the site, along with the permission levels assigned to them.

 

Check the permissions for a list

1. Open the list or library you want to check.
2. Under List Tools, click the List tab, and then click the List Permissions button, which is at the far right side of the menu, to go to the list permissions page.

The list permissions page displays all the users and security groups that have access to the list, along with the permission levels assigned to them.

This page also indicates whether the list or library inherits permissions or has unique permissions.

 

Check the permissions for a list item

1. Open the list item for which you want to view users and security groups.
2. Click the item with the permissions you want to check, and then click Manage Permissions.

The permissions page displays all the users and security groups (and their assigned permission levels) that have access to this piece of content.

This page also indicates whether the item inherits permissions or has unique permissions.

 

Check to see if a list or library contains items with unique permissions

1. Open the list or library you want to check. (Note: The rest of this procedure uses a library as an example, but you can follow the same steps for a list or an individual item).
2. On the Library Tools tab, click Library.
3. Click the Library Permissions button.

If the list or library contains items with unique permissions, the inheritance alert bar appears, highlighted in yellow.

4. Click the Show me uniquely secured items of this list link to see a list of items with unique permissions.

Tags van Technorati: SharePoint 2010,SharePoint Security,Permissions

Lock or unlock site collections

To lock or unlock a site collection by using Central Administration

1. Verify that you have the following administrative credentials.

· You must be a member of the Site Collection Administrators group for the site collection.

2. In Central Administration, click Application Management.

3. On the Application Management page, in the Site Collections section, click Configure quotas and locks.

4. If the site collection you want isn't already selected, in the Site Collection section, on the Site Collection menu, click Change Site Collection. Use the Select Site Collection page to select a site collection.

5. On the Site Collection Quotas and Locks page, in the Site Lock Information section, select one of the following options:

· Not locked to unlock the site collection and make it available to users.

· Adding content prevented to prevent users from adding new content to the site collection. Updates and deletions are still allowed.

· Read-only (blocks additions, updates, and deletions) to prevent users from adding, updating, or deleting content.

· No access to prevent users from accessing the site collection and its content. Users who attempt to access the site receive an error.

6. If you select Adding content prevented, Read-only (blocks additions, updates, and deletions), or No access, type a reason for the lock in the Additional lock information box.

7. Click OK.

To lock or unlock a site collection by using Windows PowerShell

1. Verify that you meet the following minimum requirements: See Add-SPShellAdmin.

2. On the Start menu, click All Programs.

3. Click Microsoft SharePoint 2010 Products.

4. Click SharePoint 2010 Management Shell.

5. At the Windows PowerShell command prompt, type the following command:

6.  Set-SPSite -Identity "<SiteCollection>" -LockState "<State>"

Where:

· <SiteCollection> is the URL of the site collection that you want to lock or unlock.

· <State> is one of the following values:

· Unlock to unlock the site collection and make it available to users.

· NoAdditions to prevent users from adding new content to the site collection. Updates and deletions are still allowed.

· ReadOnly to prevent users from adding, updating, or deleting content.

· NoAccess to prevent users from accessing the site collection and its content. Users who attempt to access the site receive an error.

 

Tags van Technorati: Lock,Unlock,Site Collection

Manage Unused Web Sites

 

To manage unused Web sites

1. Verify that you meet the following minimum requirements:

· You must be a member of the Farm Administrators group.

2. On the Central Administration home page, click Application Management.

3. On the Application Management page, in the Site Collections section, click Confirm site use and deletion.

4. On the Site Use Confirmation and Deletion page, in the Web Application section, if the Web application that you want to configure is not listed, expand the Web Application list, and then click Change Web Application.

On the Select Web Application dialog box, click the Web application that you want to configure.

5. In the Confirmation and Automatic Deletion Settings section:

· Select or clear the Send e-mail notification to owners of unused site collections check box.
If you select this check box, type the number of days, after the site creation or after the site usage is confirmed, to start to send notifications. The minimum number of days is 30, and the maximum is 365.

· Specify a daily, weekly, or monthly schedule for e-mail notifications. The default schedule is daily. You can also specify the exact time to run the check for the site usage. The default, time is midnight.

· Select or clear the Automatically delete the site collection if use is not confirmed check box.
If you select this check box, type the number of notifications to send before the site collection is deleted. By default, it is 28 notifications.

6. Click OK.

 

Tags van Technorati: SharePoint 2010,Unused Sites

Configure Recycle Bin settings

Recycle Bins are used to help users protect and recover data. Microsoft SharePoint Server 2010 supports two stages of Recycle Bins: the first-stage Recycle Bin and second-stage Recycle Bin.

When a user deletes an item, the item is automatically sent to the first-stage Recycle Bin. By default, when an item is deleted from the first-stage Recycle Bin, the item is sent to the second-stage Recycle Bin. A site collection administrator can restore items from the second-stage Recycle Bin.

You turn on and configure Recycle Bins at the Web application level. By default, Recycle Bins are turned on in all the site collections in a Web application

To configure Recycle Bin settings by using Central Administration

1. Verify that the user account that is performing this procedure is a member of the Farm Administrators SharePoint group.

2. On the SharePoint Central Administration Web site, click Application Management.

3. On the Application Management page, click Manage Web Applications.

4. Click the Web application for which you want to configure Recycle Bin settings. The ribbon becomes active.

5. On the ribbon, click the General Settings drop-down menu, and then click General Settings.

6. On the Web Application General Settings page, in the Recycle Bin section, you can configure the following settings:

   • You can set the Recycle Bins for the Web application to be On or Off. By default, Recycle Bins are turned on.

     Note:

     If you turn off the Recycle Bins, any existing items in both the first and second-stage Recycle Bins are deleted. Depending on how much data is contained in the Recycle Bins, deleting these items can take a long time.

   • You can specify a time after which items in the Recycle Bins are deleted, or you can specify that these items should never be deleted. By default, items are deleted after 30 days.
   • You can specify a percentage of live site quota for second-stage deleted items. The default setting is 50 percent. You can also turn off second-stage Recycle Bins. If you selectOff, site collection administrators cannot recover items deleted from end-user Recycle Bins.The second-stage Recycle Bin quota percentage must be a value from 1 through 500.

7. After you have finished configuring the Recycle Bins, click OK.

Tags van Technorati: SharePoint 2010,Recycle Bin,SharePoint Governance

Plan Quota Management

 

A quota specifies storage limit values for the maximum amount of data that can be stored in a site collection. Quotas also specify the storage size that, when reached, triggers an e-mail alert to the site collection administrator. Quota templates apply these settings to any site collection in a SharePoint farm.

By default, a quota contains 300 points. A point is a relative measurement of resource usage, for example, CPU cycles, memory, or page faults. Points enable comparisons between measurements of resource usage that could not be compared otherwise. For example, it takes millions of CPU cycles to make up one point, but each time a sandboxed solution stops working is counted as one point. For more information about sandboxed solutions, see Sandboxed solutions overview (SharePoint Server 2010).

Quotas are particularly useful when you are using Microsoft SharePoint Server 2010 in enterprise environments, such as a company-wide intranet or an Internet Service Provider (ISP). You should use quotas in these environments to ensure that one site collection cannot use so many resources that other site collections can no longer function. You can assign a quota template to a site collection when you create the site collection, or you can assign a quota template at a later time. You can also reverse a decision to use quotas at any place in the site collection hierarchy.

 

About planning quota management

The basic steps to plan quota management are the following:

1. Determine quota template settings
2. Determine recycle bin settings
3. Delete unused Web sites

Determine quota template settings

There is no default quota template for site collections in a SharePoint Server 2010 environment. For example, a quota for a site collection might use the following settings as a starting point:

1. Automated e-mail is sent to a site collection administrator when the size of the site reaches 450 megabytes (MB).
2. Users are prevented from uploading additional documents when the size of a site collection reaches 500 MB.

You must evaluate the size and number of items that you expect users to store in their sites. You must also adjust these settings appropriately to ensure that the sites are used in accordance with an organization's best practices. For example, if a specific team or group in an organization has a business need to store a greater volume of content on its team site, you can adjust the quota limits for that site collection.

The size of the data reported by quotas does not necessarily match the size of the storage in the database. This is because the quota feature estimates storage figures for empty sites (that is, sites that contain no user content) and includes those figures in the quota, in addition to the actual storage from the database. The estimated size of an empty site includes the real size of the template pages for SharePoint Server 2010, for example, the forms pages and the pages in the _layouts directory.

If you change the values for a quota template, those changes apply only to new site collections to which you apply the template. SharePoint Server 2010 does not apply the changed quota values to existing sites collections unless you use the object model to update the quota values in the database.

Determine recycle bin settings

The recycle bin can help to prevent the permanent deletion of content. The recycle bin enables site owners to retrieve items that users have deleted, without requiring administrator intervention such as restoring files from backup tapes. Key planning considerations include whether to use the second-stage recycle bin and how much space to allocate.

The recycle bin is turned on and off at the Web application level. By default, the recycle bin is turned on in all the site collections in a Web application.

The recycle bin has two stages. When a user deletes an item, the item is automatically sent to the first-stage recycle bin. By default, when an item is deleted from the first-stage recycle bin, the item is sent to the second-stage recycle bin. The second-stage recycle bin stores items that users have deleted from their recycle bins. Only site collection administrators can restore items from the second-stage recycle bin. The size that is specified for the second-stage recycle bin increases the total size of the site. You must plan data capacity accordingly.

Consider allocating at least a small amount of space, for example, 10 percent, to the second-stage recycle bin to accommodate cases in which a user mistakenly deletes an important document, a folder in a document library, or a column in a list.

Items in both the first-stage and the second-stage recycle bins are automatically deleted when the time period specified for the deleted items expires (by default, 30 days). However, when the size limit of the second-stage recycle bin is reached, items are automatically deleted starting with the oldest items. Site collection administrators can also empty the second-stage recycle bin manually. For more information, see Configure Recycle Bin settings (SharePoint Server 2010).

Delete unused Web sites

You can delete a quota template if you change your quota structures. However deleting a quota template does not delete quota values from site collections to which a quota template has been applied. If you want to remove quotas from all site collections that use a specific quota template, you must use the object model or perform a SQL Server query.

Automatic deletion of unused Web sites can help you lessen the risk of deleting data that is critical to business operations. You should include the following tasks in your planning process:

· Require a secondary contact for all sites. If the site owner is not available or leaves the organization, the secondary contact can confirm the usage of the site. If you do not have a secondary contact and you shorten the number of days or number of notices that are given before you delete an unused site, you might accidentally delete a site that is still required.

· Archive sites before they are deleted automatically. You will be able to restore the sites that contain business-critical information or plan to store the content databases for a longer duration, so that a deleted site can be restored. 

 

Tags van Technorati: SharePoint 2010,Quotas,Recycle Bin,Unused Sites

Track SharePoint 2010 Installations

 

An Active Directory Domain Services (AD DS) Marker called Service Connection Point identifies the SharePoint 2010 Products servers in an organization. To use this marker, create a container in AD DS and set the permissions for the container before you install any SharePoint 2010 Products in the environment. Then, when you or another user in your domain runs the SharePoint Products Configuration Wizard as part of installing SharePoint Server 2010, this marker is set, and can be tracked by using AD DS. You must set this marker for each domain that you have in your organization if you want to track installations in all domains. This marker is removed from AD DS when the last server is removed from a farm. You can also set the marker by using Windows PowerShell. The marker contains the URL for the Application Discovery and Load Balancer Service (also known as the topology service application) for the server farm.

You have to grant permission to write to this container to any user accounts or domain accounts that could run the SharePoint Products Configuration Wizard. If the account does not have permission to write to this container, the following warning will appear in the log file for the SharePoint Products Configuration Wizard:

Failed to add the service connection point for this farm

Unable to create a Service Connection Point in the current Active Directory domain. Verify that the SharePoint container exists in the current domain and that you have rights to write to it.”

To create the container in Active Directory and set the permissions, you can use Active Directory Service Interfaces (ADSI) Edit.

Tags van Technorati: SharePoint 2010,Installation and Configuration,Windows PowerShell,Active Directory

1. On the domain controller, click Start, point to Administrative Tools, and then click ADSI Edit, or use a remote administration tool to connect to ADSI Edit from another computer.

2. On the Action menu, click Connect to, and connect to the domain that you want to use.

3. In the console tree, expand the connection, expand the domain name, and then click CN=System.

4. In the details pane, right-click in the white area, click New, and then click Object.

5. In the Create Object dialog box, in the Select a class box, click container and then click Next.

6. In the Value box, type Microsoft SharePoint Products as the container name, and then click Next.

This is the default name.

Note:

You can use other names. However, if you do use other names, you must create a Group Policy for the domain computers to set a string value ContainerDistinguishedName under the following registry key: HKEY_LOCAL_MACHINE\SOFTWARE\Policies\Microsoft\SharePoint. This makes it possible for the SharePoint Products Configuration Wizard to detect the new name.

7. Click Finish.

The container is created.

8. Right click the container (CN=Microsoft SharePoint Products), and then click Properties.

9. On the Security tab, click Add.

10. In the Select Users, Computers, Service Accounts, or Groups box, add the users that you want to write to this container, and then click OK.

Note that if a user who cannot write to this container installs SharePoint Server 2010, no new entry will be created. Consider giving all Authenticated Users the permission so that you can track all the objects.

11. In the Group or user names box, select the names that you previously added, and then under the Permissions box, click Advanced.

12. In the Permission entries box, select the names that you previously added, and then click Edit.

13. In the Permission Entry for Microsoft SharePoint Products dialog box, in the Permissions box, select the Allow check box for Create serviceConnectionPoint objects, and then click OK.

To validate this process, install and provision a new SharePoint farm in the environment, and check whether the service connection point was created successfully. If everything works, you can find a new GUID object under the Microsoft SharePoint Product container. Right-click the object, and then click Properties. The URL for the server farm’s Application Discovery and Load Balancer Service will be listed.

A script is available that lists all the SharePoint 2010 Products server names in a domain. To get the script, see List all SharePoint 2010 boxes in a domain by checking AD Marker (http://gallery.technet.microsoft.com/ScriptCenter/en-us/af31bded-f33f-4c38-a4e8-eaa2fab1c459) in the Script Center.

Use the following procedure to add or update the service connection point for the current farm in AD DS.

To set a service connection point in AD DS by using Windows PowerShell

1. Verify that you meet the following minimum requirements: See Add-SPShellAdmin.

2. On the Start menu, click All Programs.

3. Click Microsoft SharePoint 2010 Products.

4. Click SharePoint 2010 Management Shell.

5. At the Windows PowerShell command prompt, type the following command.

Set-SPFarmConfig -ServiceConnectionPointBindingInformation StringwithBindingInformation

Where:

· StringwithBindingInformation is usually the URL for the Application Discovery and Load Balancer Service. Note that this variable can contain any valid string you prefer, such as the URL for Central Administration, instead.

To get the URL for the Application Discovery and Load Balancer Service, run the following command.

Get-SPTopologyServiceApplication | select URI

This returns the URL for the Application Discovery and Load Balancer Service. For more information, see Get-SPTopologyServiceApplication (http://technet.microsoft.com/library/fc40e2b8-5710-4034-b37f-b4e61008410a(Office.14).aspx).

6. When asked to confirm this action, type Y.

For more information, see Set-SPFarmConfig (http://technet.microsoft.com/library/fc9fd625-0df1-467a-bd31-16b7e29fbca9(Office.14).aspx).

Use the following procedure to delete the service connection point for the current farm in AD DS.

To delete a service connection point in AD DS by using Windows PowerShell

1. Verify that you meet the following minimum requirements: See Add-SPShellAdmin.

2. On the Start menu, click All Programs.

3. Click Microsoft SharePoint 2010 Products.

4. Click SharePoint 2010 Management Shell.

5. At the Windows PowerShell command prompt, type the following command.

Set-SPFarmConfig -ServiceConnectionPointDelete

6. When asked to confirm this action, type Y.

For more information, see Set-SPFarmConfig (http://technet.microsoft.com/library/fc9fd625-0df1-467a-bd31-16b7e29fbca9(Office.14).aspx).

Use the following procedure to determine the service connection point information for the current farm in AD DS.

To find the service connection point for a farm by using Windows PowerShell

1. Verify that you meet the following minimum requirements: See Add-SPShellAdmin.

2. On the Start menu, click All Programs.

3. Click Microsoft SharePoint 2010 Products.

4. Click SharePoint 2010 Management Shell.

5. At the Windows PowerShell command prompt, type the following command.

Get-SPFarmConfig -ServiceConnectionPoint

For more information, see Get-SPFarmConfig (http://technet.microsoft.com/library/83a26555-6b6e-4959-9a6a-bdef049de2a2(Office.14).aspx).

Block SharePoint 2010 Installations

If you want to block users from installing SharePoint Server 2010 and related products, set the following registry key by using Group Policy in Active Directory directory services:

HKLM\Software\Policies\Microsoft\Shared Tools\Web Server Extensions\14.0\ SharePoint\DWORD DisableInstall

To block installations, set DWORD DisableInstall=00000001.

When this registry key is set, users who try to install SharePoint Server 2010 receive the following error message:

SharePoint installation is blocked in your organization. Please contact your network administrator for more details

Tags van Technorati: SharePoint 2010,Installation and Configuration,Blocking

Create a Custom Search Center

 

1: Create an Enterprise Search Center and a Custom Search Box  Page

2: Create a Custom Search Results Page

3: Modify the Search Core Results Web Part to Return Only Documents

4: Add a Custom Tab to the Search Center and Modify the Search Box Web Part

Imagine that users complain about seeing items that are not documents in their search results. They request that you set up a Custom Search Center where they can search for either/all content, people, or just documents. You task is to create a new Search Center and a new tab for only documents. When users select this tab, only items that are documents appear in their search results.

1: Create an Enterprise Search Center and a Custom Search Box Page

1. Navigate to http://your intranetsite

2. Click Site Actions, and then click New Site.

3. In the Create dialog box, click the Search category.

4. Select the Enterprise Search Center template.

5. Enter a Title and a URL Name of JustDocuments and click Create.

6. Click Site Actions, and then click More Options.

7. In the Create dialog box, click the Page category.

8. Select the Publishing Page template, and then click the Create button.

9. Enter Documents in the Title text box.

10. Enter Documents in the URL Name text box.

11. Select (Welcome Page – Search box) in the Page Layout section list.

12. Click the Create button.

13. Click the Save & Close button on the Ribbon.

 

2: Create a Custom Search Results Page

1. Click Site Actions, and then click More Options.

2. In the Create dialog box, click the Page category.

3. Select the Publishing Page template, and then click the Create button.

4. Enter a DocumentResults in the Title text box.

5. Enter DocumentResults in the URL Name text box.

6. Select (Welcome Page – Search results) in the Page Layout section list.

7. Click the Create button.

8. Click the Save & Close button on the Ribbon.

 

3: Modify the Search Core Results Web Part to Return Only Documents

1. Verify that you are on the DocumentResults Search Results page you just created.

2. Click Site Actions, and then click Edit Page.

3. Locate the Bottom Zone in the Web Part page.

4. Locate the Search Core Results Web Part.

5. Hover your mouse over the upper right corner of the Web Part until a down arrow displays. Click the down arrow to display the Web Part menu.

6. Click Edit Web Part.

7. Locate the Search Core Results tool pane in the upper right corner of the Web Part page. Expand the Result Query Options section.

8. Enter IsDocument:1 into the Append Text To Query text box.

9. Click the OK button of the Search Core Results tool pane.

Click the Save and Close button to save and close the DocumentResults.aspx page.

 

4: Add a Custom Tab to the Search Center and Modify the Search Box Web Part

1. Navigate to http://your intranetsite/justdocuments/Pages/default.aspx.

2. Click Site Actions, and then click Edit Page.

3. Locate the Add New Tab link and click it.

4. In the Tabs In Search Pages item dialog, enter a Tab Name of Just Documents.

5. Enter documents.aspx in the Page text box.

6. Click the Save button.

7. Click the Browser Refresh button so the Just Documents tab displays.

8. Click Site Actions, and then click Edit Page.

9. Locate the Search Box Web Part.

10. Click the upper right corner down arrow to display the Web Part menu.

11. Click Edit Web Part.

12. Locate the Search Box tool pane in the upper right corner of the Web Part page. Expand the Miscellaneous section.

13. In the Target search results page URL, enter documentresults.aspx.

14. Click the OK button of the Search Box tool pane.

15. Click the Save and Close button to save and close the default.aspx page.

Tags van Technorati: SharePoint 2010,SharePoint Search,Search Web Part,Search Center

Customize Search Results

 

1: Add the Document Type managed property to the displayable properties of the Search Core Results Web Part.

2: Modify the XSLT Transformation XML to Display the Document Type Managed Property in the Search Results

3: Modify the XSLT Transformation XML to Remove the URL from the Search Results Metadata

Consider that users want to be able to see the Document Type name for each search result item. In addition, users want to remove the URL listed at the bottom of the summary section of the search result item. The URL confuses the user and inhibits easy reading of the summary document. What to do?

1: Add the Document Type managed property to the displayable properties of the Search Core Results Web Part.

1. Navigate to http://your intranetsite/Search/Pages/results.aspx.

2. Click Site Actions, and then click Edit Page.

3. Locate the Bottom zone in the Web Part page.

4. Locate the Search Core Results Web Part.

5. Hover your mouse over the upper right corner of the Web Part until a down arrow displays. Click the down arrow to display the Web Part menu.

6. Click Edit Web Part.

7. Locate page the Search Core Results tool pane in the upper right corner of the Web Part.

8. Expand the Display Properties section.

9. Uncheck the Use Location Visualization check box.

10. Copy the text in the Fetched Properties text box into Notepad.

11. Add <Column Name="DocumentType"/>to the end of the text before closing the </Columns>XMLelement.

12. Replace the existing text with a copy of all the text from Notepad to the Fetched Properties text box in the Search Core Results Web Part.

13. Click the Apply button.

14.Check and then uncheck the Use Location Visualization check box to enable the XSL Editor button for the next exercise.

 

2: Modify the XSLT Transformation XML to Display the Document Type Managed Property in the Search Results

1. Click the XSL Editor … button to open the XSLT transformation XML.

2. Locate the <div class=”srch-Metadata2”> element in the editor.

3. Insert the following XSLtemplate at the indicated location:

<xsl:call-template name="DisplayString">

<xsl:with-param name="str" select="documenttype" />

</xsl:call-template>

4. Click the Save button.

5. Click the OK button from the Search Core Results tool pane.

6. Click the Save and Close ribbon button to save and close the results.aspx page.

 

3: Modify the XSLT Transformation XML to Remove the URL from the Search Results Metadata

1. Click the XSL Editor … button to open the XSLT transformation XML.

2. Locate the <p class="srch-Metadata1">element in the editor.

3. Remove the span element as indicated by the highlight.

4. Click the Save button.

5. Click the OK button of the Search Core Results tool pane.

6. Click the Save and Close ribbon button to save and close the results.aspx page.

7. Type Microsoft in the Search box and execute a search to see the content type in the summary section of the results. Note that the URL is not displayed at the bottom of the metadata summary.

 

Tags van Technorati: SharePoint 2010,SharePoint Search,Managed Property,XSLT,XML,Search Web Part

Import Metadata into a Term Store

 

1: Create the Import File

2: Import the Term Set

3: Apply Imported Terms to a List Item

 

1: Create the Import File

1. Click Start > Run.

2. Enter notepad and click OK.

3. Enter the following text on the first line:

"Term Set Name","Term Set Description","LCID","Available for Tagging","TermDescription","Level 1 Term","Level 2

Term","Level 3 Term","Level 4 Term","Level 5 Term","Level 6 Term","Level 7 Term"

4. Enter the following text on the second line:

"Sites","Locations where the organization has offices",,TRUE,,,,,,,,

5. Enter the following text on lines 3–8:

,,1033,TRUE,,"North America",,,,,,

,,1033,TRUE,,"North America","Washington",,,,,

,,1033,TRUE,,"North America","Washington","Redmond",,,,

,,1033,TRUE,,"North America","Washington","Seattle",,,,

,,1033,TRUE,,"North America","Washington","Tacoma",,,,

,,1033,TRUE,,"North America","Massachusetts","Cambridge",,,,

6. Save the file as TermSet.csv.

 

2: Import the Term Set

1. In Central Administration, under Application Management, select Manage service applications.

2. Click your Managed Metadata Service Application name (Managed Metadata Service 1).

3. Locate the Managed Metadata Service 1 term store, click the drop-down list, and select New Group.

4. Enter Imported Terms as the group name.

5. Select the Imported Terms group and click Import Term Set.

6. Browse and select the TermSet.csv file.

7. Click OK.

8. Expand the Sites node and ensure that the terms have been imported into the term store.

 

3: Apply Imported Terms to a List Item

1. Open your intranet site in Internet Explorer.

2. From the Site Actions menu, select More Options.

3. Click Contacts and enter Company Contacts in the Name field.

4. Click Create.

5. Select the List tab and click the List Settings option in the Ribbon.

6. Click Create Column.

7. Enter Employee Location in the Column name field and select Managed Metadata as the column type.

8. In the Term Set Settings section, expand the Managed Metadata Services 1 node, expand Imported Terms, and select Sites.

9. Click OK.

10. Return to the Company Contacts list default view, select the Items tab, and click New Item.

11. Enter a name in the Title field and click the tag icon next to the Employee Location field.

12. Expand the terms, click Redmond, and click Select.

13. Click Save.

14. The contact item is created using the imported term.

Tags van Technorati: Managed Metadata,Term Set,Term Store,Terms,ECM,Enterprise Content Management

Creating a Term Store, Term Set and Specify Terms and labels

 

1: Create a Term Store

2: Create a Term Set and Specify Terms

 

1: Create a Term Store

1. In Central Administration, under Application Management, select Manage service applications.

2. Select the Service Applications tab.

3. On the Ribbon, click New, and then click Managed Metadata Service.

4. On the Create New Managed Metadata Service page, in the Name box, enter Metadata Service 1

5. In the Database Server box, enter the name of your SQL Server (database server).

6. In the Database Name box, enter a name for your database like MetadataService

7. Select Windows authentication to use Windows authentication to access the database.

8. In the Application Pool section, select Create new application pool, and then select the [Service Account Name] account from the drop-down list.

9. Select Report syndication import errors from Site Collections using this service application.

10. Select Add this service application to the farm’s default list.

11. Click OK.

12. Click System Settings in the left navigation menu, and then click Manage Services on Server under the Servers group.

13. If the Managed Metadata Web Service is stopped, click Start, and then perform an IISRESET.

 

2: Create a Term Set and Specify Terms

1. In Central Administration, under Application Management, select Manage service applications.

2. Click Managed Metadata Service 1.

3. Locate the Managed Metadata Service 1 term store, click the drop-down list, and select New Group.

4. Enter Corporate as the group name.

5. Enter your user ID in the Group Managers field.

6. Click Save.

7. Click the Corporate node and select New Term Set.

8. Enter Departments as the Term Set name.

9. Click the Departments node and select Create Term.

10. Enter Human Resources as the first term, Information Technology, and Sales and Marketing.

11. Select the Human Resources node, and then select Create Term.

12. Enter Benefits as the child term.

13. Select the Human Resources node, and then click in the Other Labels field.

14. Enter HR as the new label.

15. Click Save.

Tags van Technorati: Term Store,Term Set,Term,Label,Managed Metadata,Taxonomy

Creating an Enterprise Content Type

 

1: Create a Content Type

2: Create a Document Template

3: Create New Items Using the Content Type and Template

1: Create a Content Type

1. Open your intranet site in Internet Explorer.
2. Choose Site Settings from the Site Actions menu.
3. In the Galleries section, select Site Columns.
4. Click Create.
5. Enter Loan ID in the Name field. Select Single Line of Text as the field type, and

then click OK.

6. Return to Site Settings, and then click Site content types in the Galleries section.
7. Click Create.
8. In the Name field, enter Loan Application.
9. In the Select parent content type from field, select Document Content Types.
10. In the Parent content type field, select Document.



11. On the Site Content Type Information page, click Add from existing site columns.
12. Add the Loan ID column and click OK.
 

2: Create a Document Template

1. Open a Word Document on your PC.
2. Click the File tab, locate the Properties drop-down menu, and select Advanced Properties.
3. Select the Custom tab. Enter Loan ID in the Name field. Select Text for the Type, and enter a value of 0001 in the Value field. Click Add, and then click OK.



4. Position the cursor anywhere in the body of the document. Choose Insert from the Ribbon; then Select Quick Parts >Field. In the Choose a Field section, select DocProperty. In the Field Properties section, select Loan ID, and then click OK.
5. Save the file as a Word Template (for example, Loan Application Document.dotx).
6. Open your intranet site in Internet Explorer.
7. From the Site Actions menu, select Site Settings. In the Galleries section, select Site Content Types.
8. Under the Custom group, click the Loan Application content type.
9. On the Site Content Type Information screen, click Advanced Properties.
10. In the Document Template section, select Upload a new document. Browse to the place where you saved your Word Template, and select the template file previously created in Word (for example, Loan Application Document.dotx). Click Open.
 

3: Create New Items Using the Content Type and Template

1. Open your intranet site in Internet Explorer.
2. In the Quick Launch navigation pane on the left, click Shared Documents.
3. Click the Library tab, and on the Ribbon, select Library Settings.
4. If the Content Types section is not displayed, click Advanced Settings, set Allow management of content types to Yes, and then click OK.
5. In the Content Types section, click Add from existing site content types.
6. Add the Loan Application content type, and then click OK.
7. Click Shared Documents on the breadcrumb navigation.
8. Select the Documents tab. On the New Document drop-down menu, select Loan Application. Word automatically opens and displays the Loan Application Document template.
9. Modify the value of the Loan ID value displayed in the Document Information Panel. Enter sample text and save the document. The new Loan ID value displays in the appropriate list column.