Posts Tagged ‘ Features ’

Finding Familiar Features in SharePoint 2010: Navigation

If you're like me, one of the most frustrating things about learning a new product is finding out where all your favorITe and most-used menus and features from the previous version went. You KNOW they're still there, you just need to retrain those mouse muscles to click a new spot.

If you found the move from Office 2003 to Office 2007 wITh ITs new ribbon a lITtle more painful than the usual upgrade, you're probably going to have some déjà vu when you see the new SharePoint 2010 user interface. SharePoint 2010 now has a ribbon that follows you throughout the sITe, and the tabs and options on the ribbon will change depending on where you're at and what you're doing. And, of course, everything has moved.

There's more out there every day about all the great NEW features in SharePoint 2010, but I thought I'd spend just a few keystrokes drawing a map to some of the old familiar favorITes. First up will be some basic SharePoint 2010 navigating. This post is dedicated to all you creatures of habIT out there – happy hunting!

List and ITem Tasks

SharePoint 2007 collected the tasks you could perform on lists and list ITems into various buttons, menus, and drop-downs at the top of the list, like NewActions, Settings, and View. In SharePoint 2010, all of these are collected in the Tools section of the SharePoint ribbon. The exact name of the Tools section will vary depending on the list type and sometimes even the view, but IT will be something like Library Tools, List Tools, or Calendar Tools (you get the idea).

This change inITially renewed all my old feelings of Office ribbon angst, but then I figured out the pattern and now I'm not so grumpy. The Tools section is divided into two tabs: One tab contains tasks you can perform on ITems in the list (like the old Actions menu), and the other contains tasks you can perform on the list ITself (the old Settings menu). The ITem tasks tab name will match the ITem type (Documents, ITems, Events…). The list tasks tab name will match the type of list (Library, List, Calendar…). Just remember "ITem-level stuff in the left tab, List-level stuff in the right tab," and you'll be fine.

<a href="http://communITy.bamboosolutions.com/cfs-file.ashx/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-Tools-Section.jpg”><img src="http://communITy.bamboosolutions.com/resized-image.ashx/__size/700×0/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-Tools-Section.jpg” alt=”List and ITem Tasks” border=”0″ style=”border:0;” />

Common tasks are usually in more than one place (just like in SharePoint 2007), so don't forget to check ITem drop-down menus for handy shortcuts.

Home

In SharePoint 2007, you might be accustomed to seeing a link to the top-level sITe in the upper left corner of the page, no matter how far away from IT you've wandered. In SharePoint 2010, there are all kinds of great navigation links - you just need to know where to look.

For a tree-view trail back to the top-level sITe's Home, click the lITtle folder icon (<a href="http://communITy.bamboosolutions.com/cfs-file.ashx/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-Nav-Icon.jpg”><img src="http://communITy.bamboosolutions.com/resized-image.ashx/__size/700×0/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-Nav-Icon.jpg” border=”0″ style=”border:0;vertical-align:middle;” alt=”" />) next to the Browse tab. I'm sure I'll be using the tree-view navigation icon quITe a bIT, because I get lost a lot. I actually like IT better than the old top-level sITe Home link, because IT draws me a map instead of taking me all the way back to the starting gate.

<a href="http://communITy.bamboosolutions.com/cfs-file.ashx/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-Nav-Tree-View.jpg”><img src="http://communITy.bamboosolutions.com/resized-image.ashx/__size/700×0/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-Nav-Tree-View.jpg” alt=”Tree-View Navigation” border=”0″ style=”border:0;” />

For a link to the current sITe's home, click the Browse tab in the ribbon and use the navigation trail or click the Home button.

<a href="http://communITy.bamboosolutions.com/cfs-file.ashx/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-Nav-This-SITe.jpg”><img src="http://communITy.bamboosolutions.com/resized-image.ashx/__size/700×0/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-Nav-This-SITe.jpg” alt=”Navigate Current SITe” border=”0″ style=”border:0;” />

Views

In SharePoint 2007, you swITched between views using a drop-down menu to the upper right of the list or library. In SharePoint 2010, you can change the view in two places:

In the Browse Tab: The focus of the SharePoint ribbon is the Browse tab by default, where you'll see your location in the sITe. The ITem at the very end of the navigation trail is your view in the current list or library, and IT's actually a drop-down list. Click on IT to swITch between the different views, or as a shortcut to Create View and Modify this View.

<a href="http://communITy.bamboosolutions.com/cfs-file.ashx/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-Change-View.jpg”><img src="http://communITy.bamboosolutions.com/resized-image.ashx/__size/700×0/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-Change-View.jpg” alt=”Change View” border=”0″ style=”border:0;” />

In the Tools Section: The familiar drop-down has moved to the Tools section of the ribbon, to the tab that has the list-related tasks. For example: List Tools > List. The Current View drop-down is a lITtle to the left of center in the ribbon. Modify View and Create View are here too.

<a href="http://communITy.bamboosolutions.com/cfs-file.ashx/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-View-Menu.jpg”><img src="http://communITy.bamboosolutions.com/resized-image.ashx/__size/700×0/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-View-Menu.jpg” alt=”Change View” border=”0″ style=”border:0;” />

My Links

I'm still wrapping my head around all the social networking features of SharePoint 2010, so I looked for the familiar My Links, which offered a way to add bookmarks in SharePoint 2007. I liked this feature, because IT gave me access to my favorITe sITes no matter what computer I was on. I have to admIT that I was at a loss until I read a very informative article, <a target="_blank" href="http://www.sharepoint911.com/blogs/laura/Lists/Posts/Post.aspx?ID=74" tITle=”SharePoint 2010 – Where’d "My Links" Go?”>SharePoint 2010 – Where'd "My Links" Go?, by Laura Rogers, a SharePoint 911 blogger. I don't like that IT's an extra couple of clicks to get to IT, but at least IT's not complete gone. Maybe when I learn more about Tags, I Like IT, and the new My SITe features, I'll find I don't even need the My Links crutch anymore.

SITe Actions

If you have even a few keys to the SharePoint kingdom, you use the SITe Actions menu all the time…to create new lists and libraries, change permissions for your sITe, add Web Parts, etc. In SharePoint 2010, look for this in the upper LEFT instead of the upper right. I think IT's great that you don't have to scroll to reach IT anymore when you have a wide list.

<a href="http://communITy.bamboosolutions.com/cfs-file.ashx/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-SITe-Actions.jpg”><img src="http://communITy.bamboosolutions.com/resized-image.ashx/__size/700×0/__key/CommunITyServer.Blogs.Components.WeblogFiles/sharepoint-2010/Blog-_2D00_-SP2010-_2D00_-SITe-Actions.jpg” alt=”SITe Actions” border=”0″ style=”border:0;” />

 

Hopefully now IT's just a lITtle bIT easier to get around SharePoint 2010. Want to know where to find other familiar features? Future articles in this series will include where to find some common design tasks, and locating elusive administrative options. If you have suggestions or tips for getting around in SharePoint 2010, I welcome your comments below.

<img src="http://communITy.bamboosolutions.com/aggbug.aspx?PostID=32174″ width=”1″ height=”1″ />

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AvePoint release supports SharePoint 2010 http://bit.ly/cy3irO #sharepoint

AvePoint release supports SharePoint 2010 http://bit.ly/cy3irO #sharepoint

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When Office 2010 and SharePoint 2010 Get Together: New Features You Will Love

At a very high level, SharePoint 2007 can integrate wITh Office 2003-2010 to some degree. But in 2010, we are finally seeing a larger acknowledgment that users enjoy working from Outlook. Office, and Outlook in general, is still the command center for many firms, and there’s no reason to change that part of your corporate culture.

Here are some of the new features you get when SharePoint 2010 (news, sITe) and Office 2010 get together.

Read full story…

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RT @mikeherrity: SharePoint 2010 New Features for End Users Part 2 Adding images to SharePoint 2010 pages: In the first session on … http://bit.ly/cQd5xc

RT @mikeherrity: SharePoint 2010 New Features for End Users Part 2 Adding images to SharePoint 2010 pages: In the first session on … http://bit.ly/cQd5xc

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SharePoint 2010: Using Social Features for Personal Classification & Improved Findability

SharePoint 2010 (news, sITe) provides two ways to tag content: controlled and uncontrolled. In SharePoint 2010: Using Taxonomy & Controlled Vocabulary for Content Enrichment, we reviewed the options for controlled terms. Now, we look at how the social features of SharePoint 2010 provide an uncontrolled approach to tag and categorize information.

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New Features in SharePoint Designer 2010

It's been a pleasure working with the beta of SharePoint Designer (SPD) 2010 over the last several months.  Among the most notable new features and enhancements that I'm especially glad to see are: 

  • Greatly improved UI, which is very helpful
  • You can now use the Ribbon, Quick Launch Navigator and Site Content Structure for Site information
  • Using Site Content Structure, you can create a: Web Part page, MasterPage, list, and workflow 
  • Permissions can be set for individual users
  • Saving and deleting site templates is now possible
  • The ability to use XSLT List View Web Parts to show dynamic views of your data
  • Support for attaching workflows to content types
  • Support for workflow templates
  • Create Content Types and attach to lists

For your convenience, I've created a chart comparing the features between SharePoint Designer 2007 and SharePoint Designer 2010:

Issues

SP Designer 2007

SP Designer 2010

UI in Sharepoint Designer

- See structure site information such as: Pages, list, Master page
- Use Ribbon
- Use Quick Launch Navigator
- Show structure site information

- Yes
- No
- No
- No

- Yes
- Yes. See Pic 1
- Yes
- Yes

Lists

- Can Add New/Rename/Delete list
- See all structure of list – Add/Edit/Delete columns
- New/Modify/Delete views
- New/Modify/Delete workflows on current list
- New/Modify/Delete Content Type
- Modify Setting list
- Add/Edit/Delete Custom Action (very useful!)

- Yes
- No
- No
- No
- No
- No
- No

- Yes
- Yes
- Yes – See Pic 2
- Yes
- Yes
- Yes

- Yes - See Pic 3

Site Content Struture

- Can Create/Delete subsite
- Create pages, master page, lists for site
- Add/modify Group
- Edit Title/Description of the site and content of site
- Manage site settings, save and delete site template
- View all/manage content type
- All pages stored in SitePages document=> easy to control.

- Yes
- No
- No
- No
- No
- No
- No

- Yes
- Yes – See Pic 4
- Yes
- Yes - See Pic 5
- Yes – See Pic 6
- Yes
- Yes - See Pic 7

Use XSLT List View Web Parts

- Show dynamic views of your data via XSLT List View Web Parts

- No

- Yes

Workflows

- Workflows: more actions than SP Designer 2007 - See Pic 9 (Workflow Actions In SP Designer 2007 – See Pic 8)
- Import workflows from Visio
- Export workflows to Visio
- List Workflow,
Reusable and site Workflow

- Yes

- No
- No
- No

- Yes

- Yes
- Yes
- Yes
 

 

Content Types

- Create/Edit/Delete Content type
- Setting for Content Type
- Apply Content Type to list

- No
- No
- No

- Yes – See Pic 10
- Yes – See Pic 11
- Yes - See Pic 12
 

 

Pic 1 – Improved UI in SharePoint Designer 2010

Pic 2 – Change/Add/Modify/Delete List information functionality in SPD 2010: Change title, description for list, create new view, edit, delete and config for a view, set permission for list, create workflow, and add content type for list.

Pic 3 – Add/Edit/Delete Custom Action

 

Pic 4 - Site Content Stucture

Pic 5 – Edit site Title/Description functionality in SPD 2010:

 

Pic 6 – Content of site:

Pic 7 – All pages stored in SitePages document – easy to control

Pic 8 – Workflow actions in SPD 2007:

NOTE: Again, the actions pictured in the image above are the workflow actions in SharePoint Designer 2007.  In Pic 7 below, we show the workflow actions in SPD 2010.
 

Pic 9 – Workflow actions in SPD 2010 (considerably more actions than SharePoint Designer 2007):

 Pic 10 - Create Content Type:

  

 Pic 11 – Setting for Content Type

  

Pic 12 – Apply Content Type to list

SharePoint Designer 2010 is very useful and easy to use. We can create layouts across a site collection or Web application by controlling the customization of pages, master pages, and page layouts. With SharePoint Designer 2010, advanced users and developers can respond more rapidly to business needs with its redesigned user interface, easy connectivity to external systems, improved views and forms, and enhanced workflow design capabilities without having to author any code.

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Large File Upload in #SharePoint 2010 (video) http://ow.ly/1rZzE #fb

Large File Upload in #SharePoint 2010 (video) http://ow.ly/1rZzE #fb

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SharePoint List – View Paged by First Letter

Have you ever had a long SharePoint list that you wanted paged by the first letter of a column rather than by simply picking the number of items you wanted on each page?

That’s exactly what I ran into the other day.  I had a list just short of 3000 medications that medical staff at work needs to reference.  They needed the list to be sorted alphabetically and be able to quickly jump to the various medications based on the first letter of the medication name.

After doing some searching I found this post that solved the issues and performed exactly as I was hoping – http://mdasblog.wordpress.com/2009/06/19/alpha-selection-of-list-items/

Additionally, here is a tutorial video that was posted in the comments of the blog posting that was very helpful.

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March 26th, 2010  in SharePoint 2010 Beta, SharePoint Server 2010 Comments Off

Filtering Microblogging and Activity Streams

The use of microblogging and activity streams is maturing in the enterprise. This was demonstrated by recent announcements of enhancements to those components in two well-regarded enterprise social software suites.

On February 18th, NewsGator announced a point release to its flagship Enterprise 2.0 offering, Social Sites 3.1. According to NewsGator, this release introduces the ability for individuals using Social Sites to direct specific microblogging posts and status updates to individuals, groups, and communities. Previously, all such messages were distributed to all followers of the individual poster and to the general activity stream of the organization. Social Sites 3.1 also introduced the ability for individuals to filter their activity streams using "standard and custom filters".

Yesterday (March 3rd), Socialtext announced a major new version of its enterprise social software suite, Socialtext 4.0. Both the microblogging component of Socialtext’s suite and its stand-along microblogging appliance now allow individuals to broadcast short messages to one or more groups (as well as to the entire organization and self-selected followers.) Socialtext 4.0 also let individuals filter their incoming activity stream to see posts from groups to which they belong (in addition to filtering the flow with the people and event filters that were present in earlier versions of the offering.)

The incorporation of these filters for outbound and incoming micro-messages are an important addition to the offerings of NewsGator and Socialtext, but they are long overdue. Socialcast has offered similar functionality for nearly two years and Yammer has included these capabilities for some time as well (and extended them to community members outside of an organization’s firewall, as announced on February 25th.) Of course, both Socialcast and Yammer will need to rapidly add additional filters and features to stay one step ahead of NewsGator and Socialtext, but that represents normal market dynamics and is not the real issue. The important question is this:

What other filters do individuals within organizations need to better direct microblogging posts and status updates to others, and to mine their activity streams?

I can easily imagine use cases for location, time/date, and job title/role filters. What other filters would be useful to you in either targeting the dissemination of a micro-message or winnowing a rushing activity stream?

One other important question that arises as the number of potential micro-messaging filters increases is what should be the default setting for views of outgoing and incoming messages? Should short bits of information be sent to everyone and activity streams show all organizational activity by default, so as to increase ambient awareness? Perhaps a job title/role filter should be the default, in order to maximize the focus and productivity of individuals?

There is no single answer other than "it depends", because each organization is different. What matters is that the decision is taken (and not overlooked) with specific corporate objectives in mind and that individuals are given the means to easily and intuitively change the default target of their social communications and the pre-set lens through which they view those of others.

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SP2010 Social op Codeplex

De twitter import ( en blog import ) code die ik eerder hier had gepubliceerd, staat
nu als volledig project op codeplex.com

Project: http://sp2010social.codeplex.com

Orginele blogpost:http://stefvanhooijdonk.com/2009/12/02/getting-the-web-inside-sp2010-code-sample

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