This post will discuss a different integration point – using search in SharePoint 2013 to expose CRM entity data. When setup properly, SharePoint 2013 can provide a robust, enterprise level search capability that can be tailored to your needs. Also, it seems to fill a current functionality gap in CRM that often requires a third party tool. Granted, you will need SharePoint 2013 Enterprise to realize this setup, but if this is available to you there should be no need to look anywhere else for search. Read More…
After I reached out to some co-workers; one suggested that the error might be a false-positive and the entire document had been crawled. I tested this by first searching for words at the end of the document and no matches were found; this would be expected if it were truncated. Next, I tried searching for text in the middle of the document, no matches were found either. I thought it must have truncated a lot of text and tried searching for text contained at the very beginning of the document. No results were found! So when the warning said it truncated the item, it had truncated the whole document. Read More…
Change Data Views from Boring to Flashy
Data, data, data… Working professionals are inundated with data. Anything that makes that data easier to understand, analyze, and compare is a welcome breath of fresh air. Why snooze over a boring and static table when you can view key metrics at-a-glance in a snazzy chart?
Many SharePoint sites are used for managing internal business processes where users store and analyze data. SharePoint 2013 makes it easy to store data in lists, and view that data in a team site, but usually that data is shown in a basic table view. Read More…
- Part 1 – Definitions (this post)
- Part 2 – Considerations Outside of SharePoint (Coming soon)
- Part 3 – Diving into Database Attach (Coming soon)
In past revisions of SharePoint, we had multiple ways to upgrade our farms (and the content within them) to the latest version using the tooling Microsoft provides. Over the years, Microsoft used a number of terms related to the types of upgrade available:
- In-place upgrade – Often considered the easiest approach, but the most risky. The setup of the new system is performed on existing hardware and servers.
- Gradual upgrade – Allows for a side-by-side installation of the old and new versions of SharePoint.
- Database attach/migration – Allows for the installation and configuration of an entirely new environment where content is first migrated, and then upgraded to the desired state.
As SharePoint matured, the number of available upgrade options dwindled. For instance, in an upgrade from SharePoint Portal Server 2003 to Office SharePoint Server 2007, we could follow any one of the three upgrade paths noted above to reach our desired end state. In an upgrade of Office SharePoint Server 2007 to SharePoint Server 2010 we still had two paths available: the in-place upgrade and the database attach approach. For SharePoint 2013, we’re left with just the database attach approach.
Before we dive further into the database attach upgrade scenario, it’s helpful to take a step back and establish a common language as we discuss the upgrade process. Read More…
Apps vs. Solutions
An app for SharePoint is a stand-alone, self-contained piece of functionality that extends the features and capabilities of a SharePoint site. Apps can bring together the best of both worlds; modern web technologies and all the familiar pieces of SharePoint. On top of that, users can discover and download apps on their own from the public Office Store or from their organization’s private App Catalog. In contrast, a solution is used to customize or enhance SharePoint sites and needs a farm administrator to deploy, manage and remove.
The first question that I asked myself was why would you use an app? I would assume that the answer to this question might depend on who you polled, but as a developer, I am extremely excited that I can now leverage all of the exciting things that my “non-SharePoint” counterparts have been doing for quite some time. In my opinion, this paradigm shift is a smart move by Microsoft, and will go a long way in attracting more developers to the platform.
This is basically a collection of changes to be made to web.config files that can be stored and then applied to all web front-end servers in a farm. This class is available with SharePoint 2010 and 2013. Unfortunately, the class is poorly documented so I had some trouble figuring out how to use it. You could write a console application to use the SPWebConfigModification class or you could use a feature receiver, but I found that the easiest approach was to just use it with PowerShell. After some trial and error, I came up with the following four PowerShell scripts that can be reused to read, add, remove, and completely clear the SPWebConfigModifications on the server. Read More…
My two immediate realizations when faced with SharePoint 2013 were that:
- I had to learn lot of new terms: SharePoint Hosted, Provider Hosted, Auto Hosted, On Prem, O365, Host web, App web and many more.
In our example project there are actually two workflows, SectionDocumentApprovalState (SDAS) and MasterDocumentApproval (MDA). The MDA checks if the various SDAS-related sections have been merged and finalized, then notifies specific users for approval of the final document. An instance of SDAS is created for each section, created from the Master Document that monitors the editing and approval of the specific section. We’ll focus on just the SDAS workflow. In the previous post, I referred to the workflows as being part of the Presentation Layer and the custom code called into the Business Layer. Both of these layers will change in a SharePoint 2013 workflow solution.