SharePoint Guide – August

So what’s coming in the August update of the Windows SharePoint Operations Guide? Firstly, there is information about how to index Outlook MSG files in SharePoint (which is not enabled by default). Next, there is information about a free web part that allows users to quickly post comments up to a SharePoint page and finally there are some troubleshooting tips around import data using Excel, which can be problematic at times.

 

The Guide is now rapidly approaching 1,500 pages of information and is expected to easily break that barrier when SharePoint 2010 beta is released in the near future. These and future updates will be available to subscribers so they can take their SharePoint installation beyond the default and really make them shine.

 

For more information about the Guide please visit www.wssops.com.

Necessary modifications

I’d like to tell you a bit of a story if you’d be kind enough to indulge me.

I have always been an avid ‘petrol head’ and none more so when I purchased my first car. I used to spend just about every weekend pulling it to pieces to either add something new or try and improve it. Some of the most notable failures were when I created a dead short to the battery through a wire that ran underneath the carpet, which resulted in plenty of smoke, some fire and a scorched carpet. Another over sight was the inability to locate a critical part of the engine that had been removed during tuning and adjustment that went undiscovered for 6 hours! The small item turned up exactly where I had put it – in the bay between the wipers and the engine, but until that discovery the car wouldn’t start.

My avid ‘customization’ efforts usually commenced on Friday evening and sometimes weren’t finished by the following Monday morning. In many cases this meant driving the car around ‘superleggera’ style (i.e. lightweight). That was basically a car without anything except a drivers seat on the inside – i.e no other seats, carpet, roof covering, glove box and so on. Another common problem was that after I managed to reassemble the car I always had some parts left over. Plenty of times I asked myself whether the car not having these particular parts was going to make it better or worse? The answer was usually worse but took a few days to uncover why.

Being a keen electronics buff I also delved into improving the cars instruments. For example, I installed an alarm system that was so ‘good’ that it managed to flatten the battery in less than 15 minutes if it was activated (which happened quite often, thanks to a faulty trip switch). I also managed to blow up a home made graphic equalizer I have built and fill the car with dense smoke during a rainy day, luckily I made it to the side of the road before hitting anything. In the end the car probably had as much cabling running through it as a jumbo jet.

So I think that you get the picture of the lengths that I went to ‘improving’ the car, all with varying degrees of success. It was great fun (except when I needed to get somewhere and couldn’t get the car started) and I learned a lot. Probably the biggest lesson I learnt is that although mucking about with the car was fun, it really didn’t make the car that much better and consumed a lot of time. Since then, if I have purchased a car I try and ensure that it has everything I wanted and didn’t tinker much.

What’s the point of this story? Well, I’ve been thinking about how much work you need to do to bring Windows SharePoint up to the level it should be at and I kinda see it like days when I was fiddling with my first car.

Out of the box Windows SharePoint does a lot of really great things and is a huge benefit to most businesses but making some further simple modifications can it dramatically improve its functionality.

What sort of stuff doesn’t SharePoint do or have configured by default? Here’s a short list:

– No PDF search

If you upload Adobe documents then they will not be indexed and not available via the inbuilt search utility. You can still check them in and out but having the ability to search within documents is a huge time saver that really needs to be enabled.

– No PDF icon

If you do upload an Adobe document to SharePoint you find that it doesn’t display a little PDF icon next to the file type. As you can see from my Supportweb site it is possible to have the PDF icon displayed.

image_5_33DDDA0F

– No Office 2007 document indexing

You’ll get .doc, .xls and so on out of the box with Windows SharePoint but you won’t get the ability to index .docx, .xlsx, etc. That may not have been a issue a while back but with everyone moving more and more to Office 2007 native format you really need to index these formats.

– No OneNote document indexing

Of the greatest abilities of OneNote is to capture and index documents that are printed to it. So you can print a web page to OneNote and it will not only capture the information but also index it. This indexing ability also gets extended to SharePoint if correctly configured. Problem is you don’t this ability by default.

– No .MSG email document indexing

When SharePoint works with email it normally does so in .EML format, which is natively for Outlook Express. You can save email messages in native Outlook .MSG format but again, guess what? They won’t be indexed by default.

– No file share indexing

It continues to amaze me that people have no strategy for indexing the information they have saved on their internal servers. They create it, save it and forget it. From there it appears doomed to be lost in the bowels of network file shares. I bet most people don’t realize that you can enable Windows SharePoint to index all documents in all network file shares, but again not by default.

– No public folder indexing

Just like network file shares SharePoint can index Exchange Public folders, just not by default. If you have a lot of information invested in Public Folders just image the return you could achieve by unlocking it by full text indexing.

– No web site index

Again, if you have internal or external web sites that you business uses regularly you can use Windows SharePoint to index and retrieve the content. All you gotta do is configure it.

– Limited templates

Windows SharePoint comes with a number of default site templates but Microsoft makes at least 40 more available for free. These templates can save a whole lot of customization time given you can start with a site that pretty well already configured. Only problem is, you have to install and configures these after you get Windows SharePoint running.

– Wrong regional settings

As with most Windows products the regional settings for SharePoint are typically wrong. Why can’t they work out these settings from the machine they were installed on? I don’t know, but they don’t so you generally always need to go in and configure the correct regional settings for your site. Is that easy? Clearly not because most people never seem to do it.

– Usage analysis not enabled

Another hidden gem inside Windows SharePoint is its ability to display usage analysis. This will show you popular pages, locations and referring locations. Why wouldn’t you want to understand how your users are working with the site? Unless you enable this feature, which isn’t enabled by default, you’ll only be guessing.

All of the issues that I’ve mentioned here can (and should) be configured for Windows SharePoint. Even on Companyweb on SBS 2008 they are not enabled so imagine how much better your implementations of SharePoint would be if you did all this? If you wanna stand out from the crowd with SharePoint, here’s a very simply way.

If you enjoy playing around with Windows SharePoint and learning about all this ‘non-standard’ stuff (like I did with my car) then there are plenty places on the Internet that will show you how. Unfortunately, there really isn’t a single location which you can go to, so be prepared to spend a lot of time doing research. I certainly hope that if you see Windows SharePoint as a commercial opportunity then you’ll appreciate the advantage of having all that information in a single location. That is the reason I created my Windows SharePoint Operations Guide, exactly for this reason.

Rather than wasting hours of research and testing, for the cost of a few hours of labour, you getting all this information plus more. Even better its gets enhanced, updated and improved every month. It’s like every car from my second one, I worked out what I wanted and paid for it rather than wasting my time doing the modifications myself. Why? Because it is a better return on my investment.

I have even been thinking of creating a condensed version of my guide with a list of recommendations and configurations for how to optimize Windows SharePoint out of the box. However, I don’t want to duplicate what I’m already doing unless there is some demand. So if you’d like to perhaps see a shortened Guide covering items like configuring the above items please let me know via director@ciaops.com.

In the end I’d urge you to consider taking SharePoint from its default configuration to something that really utilizes all the capabilities the technology has to offer.

Public folder guidance

I was at a SharePoint seminar today and the age old issue of SharePoint vs Exchange Public folders was raised. The most common myth is that Exchange Public Folder are going away in favour of SharePoint, and the following blog post from the Exchange team confirms that:

 

http://msexchangeteam.com/archive/2008/03/31/448537.aspx

 

and in there it says:

 

“For this reason, Microsoft will continue to support Public Folders in the next major release of Exchange Server, after Exchange 2007.  This means Public Folders will have full support for 10 years from release of the next major release of Exchange Server.”

 

The post then goes on to discuss the strength of both SharePoint and Public folders, which is well worth a read.

 

If you think Public Folder in Exchange are going then think again! It should be a matter of using the best tool for the job and with SharePoint and Exchange Public folders you have the choice.

SharePoint Guide – July release

I’ve just finished uploading the July release of the Windows SharePoint Operations Guide for subscribers. In this month’s update you’ll find:

 

– A free SharePoint log viewer that makes troubleshooting SharePoint easier.

– How to configure cross site lookups.

– How to customize Team Discussions to suit any need

– plus more

 

All subscribers will also receive the source file to my recently uploaded Getting started with Companyweb document so they can customize it to suit their own business. I plan to make more of these documents available over the coming months so if you have any suggestions of what you would like to see please don’t hesitate to contact me.

 

If you are interested in becoming a subscriber go to www.wssops.com or contact me directly (director@ciaops.com).

Getting started with Companyweb

I have made available a free e-Book I created called “Getting started with Companyweb”. It provides a step by step guide to getting started with Windows SharePoint on Small Business Server 2008 (SBS 2008). It is particularly aimed at those who have no familiarity with Windows SharePoint at all but maybe using SBS 2008 without even realizing the fantastic tool that comes with the software.

 

It also contains links to other documentation and some of the better online videos so that readers can extend their knowledge beyond what I simply presented in the document. The e-Book is available as a free download in PDF format from http://www.slideshare.net/directorcia/getting-started-with-companyweb.

 

Subscribers to my Windows SharePoint Operations Guide (www.wssops.com) will receive a copy of the e-Book in format in which they can rebrand for their business and make available for their customers. I plan to makes more of such guides available to resellers for rebranding, which is another great reason to subscribe to my SharePoint Guide.

 

If you have any feedback on the e-Book please let me know via director@ciaops.com.

SharePoint licensing

I’ve recently been looking in greater depth into the licensing of Windows SharePoint Services (WSS). Given that it is a free download from Microsoft the typical first response is that you can run it wherever you can install it. Unfortunately, that is not true.

 

So here’s what I have discovered directly from Microsoft:

 

Windows SharePoint Services on Windows Home Server

 

“I can confirm for you that installing WSS to Windows Home Server currently is not supported or permitted by the licensing terms that govern the use of the software.”

 

Windows SharePoint Services on Windows Vista or Windows 7

 

Windows SharePoint Services is a component of Windows Server 2003 and Windows Server 2003 R2. Customers’ use of Windows SharePoint Services is governed by the license terms for their licensed copies of Windows Server 2003 and Windows Server 2003 R2.

 

Windows SharePoint Services on Windows Foundation Server

 

Stay tuned – yet to determine.

 

You may or may not know that it is technically possible to run Windows SharePoint Services on all these platforms but as I was told:

 

“I can advise that the Microsoft Software License Terms for these operating systems plainly state:

 

SCOPE OF LICENSE.  The software is licensed, not sold.  This agreement only gives you some rights to use the software… In doing so, you must comply with any technical limitations in the software that only allow you to use it in certain ways…   You may not work around any technical limitations in the software” [Emphasis is my own]

 

So even though it may be technically possible to install Windows SharePoint on these operating systems it is not licensed or supported. I think many people are starting to see the benefits of Windows SharePoint and are keen to use the product. Personally, I’d love to see it licensed on the above operating systems, especially for small to medium business, in order to keep costs down. I do however understand that it is a licensed product from Microsoft and must be used correctly.

 

When I have more information about Windows SharePoint Services on Windows Foundation Server I’ll post it here.

OneNote on SharePoint

One of the most overlooked applications available from Microsoft is OneNote. It is a simple electronic notebook that allows you to store just about any digital information you can think of.

You can even use it to clip information directly from web pages. It is just such a handy application that if you haven’t had a look I suggest you download a trial.

I will leave the virtues of OneNote to another post, what I want to demonstrate here is how much more powerful OneNote becomes when it is utilized in conjunction with SharePoint. Basically, if you save your OneNote notebooks into a SharePoint document library then you can share the notebook between people. If the SharePoint site is hosted on the Internet then people connected to the Internet can collaborate easily.

If you need a free hosted SharePoint solution have a look at Microsoft Office Live Workspace. Combine that with OneNote and you have instant team collaboration anywhere you have an Internet connection.

So, how do you create a OneNote notebook that lives on SharePoint? During the process of creating a new notebook you’ll see a windows like this:

Selecting the bottom option then “On a Server” will then ask for the location of the server. In this case you simply enter the full location of a SharePoint document library like the one shown below.

If you now enter a new folder name OneNote will store the new notebook there with all the sections in files below this.

Once the new notebook has been created you can add any information you require. The information is not only saved locally but also automatically synced with the information in SharePoint. This allows anyone to work on the notebook.

Next time you open OneNote you will see the local copy of the notebook appear. You can continue to work on this copy but if you are connected to the Internet you will see a prompt at the top of the page asking you to login to the SharePoint site as shown:

Once you are logged back in the notebook will synchronize again so you will see any changes that other people have made and that information will be copied to your local machine.

If you take a look around your desk at all the information on bits of paper you should ask yourself why these aren’t in digital form. Once they are entered into a digital form they are easily backed up, searchable and shareable. I can guarantee that it will improve your productivity and reduce clutter. If it can do that for one person imagine what it can for a team of people?

If you are looking at tools to improve your productivity look no further than OneNote and SharePoint. You won’t be sorry you did.

Stsadm tech ref

Much of the administration of SharePoint can be done with the command line tool stsadm. Like any command line tool you need to know all the syntax to get the most from it but remembering or looking up all the parameters can be quite painful at times.

Here’s a nice graphic reference you can use when you work with stsadm commands.
 
It’s interactive so you can click on the command to get more information. I especially like how it is graphically coded so you know which commands are not available in the UI and which commands are new in Service Pack 2. This should make working with stsadm much easier.

You’ll find them site at:

WSS = http://technet.microsoft.com/en-au/windowsserver/sharepoint/dd418924.aspx

MOSS = http://technet.microsoft.com/en-au/office/sharepointserver/cc948709.aspx