Locating documents with SharePoint

Now let’s say that you’ve heard great things about my SMBNation presentation (naturally). You also know that I have created a document on the presentation that you’d like to download. You know that it is somewhere on my Internet SharePoint site (http://supportweb.ciaops.net.au) but you aren’t exactly sure where. How do you go about locating it?

 

First step is to go to the document library on http://supportweb.ciaops.net.au since that is the obvious location for documents. To do this simply click on the Documents link on the left hand side menu under the Documents heading (just below Site FAQs):

 

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When you arrive at the document library you will see a screen full of documents like so:

 

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Now, you could scroll down the list of documents to see whether you can find it, however the list is sorted by document name which you don’t know. What you may suspect is that the document is large, so if you sorted the list by file size it may be at the top. How would you do this? Simply click on the File Size column header like so to reveal the sort menu for that column as shown here:

 

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At the top of the menu you see an option that says Descending. If you select this the list will be reordered with the document of the largest size at the top of the list:

 

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Unfortunately, you still can’t see the document you’re after. If you now click on the column header Technology, which is just to the right of File Size to display the sort menu for that column you see the following list:

 

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In the list that appears you will find an entry called SharePoint. If you select this option, any document in the list that hasn’t been tagged with SharePoint will not appear. Using this option you are able to filter the display of the data based on the value in a column. You should now see:

 

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The desired document is now at the top of the list and you can click on it to download. Where did the field Technology come from? It was an additional field that I added to this document library in SharePoint for exactly this reason, to assist in document location. This is what is known as ‘meta data’. With some simple additional information I am able to capture more about what is entered into SharePoint which can then be used for a variety of tasks.

 

If you need to use this type of location method with SharePoint a lot then you can create what is known as list views to display the data exactly the way you have just filtered it but without having to repeat the whole process. This needs to be performed by a SharePoint administrator so I’ll cover that in a later post.

 

Now, there is of course a simpler way to locate the document based on the fact you know it was an SMBNation presentation. Simply go to the document library and enter the word SMBNation into the search box at the top right of the screen like so and click the search:

 

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and the results should appear like;

 

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and as you can see the required document is at the top of the list.

 

So in summary, I hope that you can see that it is easy with SharePoint to locate a document by using the inbuilt sort and filtering capability. Even easier is the fact that SharePoint is able to index all content stored inside it.

Uploading multiple documents in SharePoint

In a previous post I indicated that to enable the ability to upload multiple documents to SharePoint v3 you need to have MS Office installed. I neglected to show the interface to allow this once you selected the option to upload multiple documents. So here it is:

 

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Once you have selected the Upload Multiple documents from the document library menu you will be presented with the window you see above. Simply navigate through the folder list on the left and select the desired files on the right by placing a check in the box in front of the filename. When you then hit the OK button all these files will be transferred into the current document library.

Handy add-ons

I’ve always got my eye out for SharePoint add-ons that improve the functionality of SharePoint for user and administrators. Here are some that cater for both.

 

One really nice thing to have is the ability to know exactly what’s been added or changed on a SharePoint site in a single location. By default, if something new is added to a SharePoint site you’ll see the !NEW icon only next to the entry but wouldn’t it be nice if we could see all changes, from all parts of a SharePoint site in one location? Well now you can.

 

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As you can see from the above screen shot I’ve added the What’s New web part to my site’s front page so I can see at a glance exactly what’s been added or changed by date. The web part also supports some customization, so in the above case I also know which SharePoint user made the change. Now, I can click on either the changed item or the location to be taken straight there. Really handy I reckon.

 

The second add-on extends the normal functionality of the Site Actions menu which can only be seen by SharePoint administrators and appears in the top right of the screen as shown below.

 

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With this add-on you can see that the Site Actions menu now has a whole lot more options including List Settings, Feature Settings, Users and Permissions, etc. Access to all of these options is still available by the normal means in SharePoint but with this add on installed an administrator can get to then much quicker.

 

How to install and configure both of these add-ons will be available in the Windows SharePoint Operations Guide in December. You may also be interested to know that come December the Guide will now exceed 1,000 pages! Best of all, each month it continues to grow, add up to date and handy information that will help improve any SharePoint deployment. If you are planning to deploy SharePoint for your business or for customers then the Guide is a great investment and will save you hours and hours because I’ve done all the hard work for you. Because it’s a subscription the information just keeps growing and growing each month. All that for less than a few hours work. Why would you try and do it yourself? Be smart and get the Windows SharePoint Operations Guide.

Uploading multiple documents to SharePoint

One of the most common questions that people ask after they decide to deploy SharePoint is “Can I upload my existing documents to SharePoint”. The answer is “Yes”. The very next question is “Do I have to do them one at a time?”. The answer is “No, provided you have Office software installed on the machine you plan to use to upload”.

 

If you access a SharePoint document library from a machine without Office installed and select Upload from the menu you will only see one option like so:

 

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However, if you repeat the process using a machine that has Office installed you will see two menu options like so:

 

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Typically, you’ll get the first option when you access SharePoint from a server machine, thinking you can do the uploads from there. Better option is to go to a workstation and use the Upload Multiple Documents so you can transfer your documents up to SharePoint in one hit.

Intro to Search Server Express 2008 video

I have just completed a new video about what I believe if one of the most “unknown” technologies from Microsoft – Search Server Express 2008. It provides such a great capability and is a FREE download from Microsoft but no-one seems to know about it. I really can’t fathom this.

http://www.youtube.com/watch?v=7dkycMN4RsE

The video will take you through the basic installation and setup procedure that should allow you to get Search Server Express 2008 running in your business. This is also another example of a technology that you can virtualize quickly and easily.

 

Search Server Express 2008 will allow to to search any SharePoint site, network file share, Exchange Public folder and web site in your organization. It is based on the same technology used for SharePoint so it looks like a SharePoint site. So if you have network shares that are chock full of all sorts of files in which no one can find what they are looking for, rather than going through the whole share file by file simply drop in Search Server Express 2008 and index the suckers. Once indexed you’ll be able to search the contents of most of them (Office, HTML, Text, Acrobat, etc) so to find all the business information you need now all you need to do is like what you do on the Internet – run a search.

 

Search Server Express 2008 is featured in my Windows Sharepoint Operations Guide (http://www.wssops.com) which has a whole section dedicated to installing and configuring the product.

 

Sure Search Server Express 2008 isn’t prefect. I’d like to be able to integrate directly into SharePoint search, I’d like to be able to have external results displayed from Google rather than Live.com but these are small gripes compared to the functionality your receive. I have configured Search Server Express 2008 to run previously and it was invaluable assistance when attempting to location information inside a document I ‘knew I had created’.

 

If your or your customers business is struggling to find digital information in a maze of network shares and public folders why not drop in Search Server Express 2008? For the price there isn’t much out there that can beat it.

Utilizing SharePoint to improve your business

Well, as promised, I have uploaded the final draft of the presentation I gave recently at SMBNation on SharePoint. You will find the document at:

 

http://supportweb.ciaops.net.au/Shared%20Documents/SMBNation2008-GS1.pdf

 

if that link doesn’t work try

 

http://snipurl.com/4ruus

 

The document is in PDF format, 22 pages in all and approximately 1.5MB. I hope that it has been able to cover my presentation faithfully and I welcome any feedback (or corrections) anyone has on what I have written.

Novembers update is almost ready

I am just completing the final touches to the November update of the Windows SharePoint Guide (http://www.wssops.com). As always, subscribers will be able to download the updates from the web. This month will include how to install a web part that allows you to to check the security of your SharePoint users as well as site inheritance. For most SharePoint administrators this should prove pretty handy since it does so in a nice graphical manner, something which SharePoint currently doesn’t do natively.

 

I believe that this is the major benefit of subscribing to my SharePoint Guide. Although you may not have expertise in SharePoint you can come up to speed very quickly using the Guide. Also, because I utilize SharePoint heavily, you are gaining the benefits of my research efforts. When you look at the cost (less than an hour or so’s work) combined with the fact that it is continually updated to incorporate best practices and available tools, it is a good investment. If you don’t believe me then read the testimonials at http://www.wssops.com.

 

I’ll also let you know that I have also almost finished a document covering everything from my presentation at SMBNation in Seattle recently. I certainly hope that it does justice to what I presented. So if you attended my session on “Utilizing SharePoint to improve your business” I’d commend you to download the document and let me know if does in fact cover everything I spoke about. If you weren’t at SMBNation then I’d still commend you to read it and let me know what you think. I’d love to hear you take. I’ll post back here when the document is ready but it isn’t far away now.

Learn by looking

Want an easy way to highlight why someone needs a tool like SharePoint? Do a quick survey of your target’s office or cubicle and note how many bits of paper are stuck up on the walls, partitions, monitor, etc. Now go and do the same to anyone else in the business. If there are lots and lots of bits of paper (and there will be) like phone lists, accounting charge codes, things to do, etc ask the question – If you have an IT system why do you have all these bits of paper stuck all over the place?

 

See my point? Why the hell should someone have all that information stuck up around them (and their employees) if they are supposed to have an IT system that is designed to save just such information? Hello? Do you see the problem? Maybe Mr/Ms Customer you SHOULD learn how to use your IT systems to get rid of all this information wall paper. Maybe Mr/Ms Customer we need to take a LOOK at WHY you are doing things rather than HOW you are doing things.

 

If you want to be a ‘trusted advisor’ for you customers and prospects you better be focused on solving business issues and removing pain points rather than moving product. In tough times customers want to know better ways that they can utilize what they’ve already got. Guess what? If you throw Windows Sharepoint into the mix you have just given them an even more powerful tool for no additional cost (amazing but true). Now is that a ‘trusted advisor’ or what?

 

You learn so much by looking. You learn even more by listening. Combine these two with thinking and you just can’t lose! Why? Not many IT providers I know actually do any of the three.