Connect SharePoint to MS Access

You can consider SharePoint as an extension of the Office applications you have on your desktop. One of these that provides a huge amount of power but gets used infrequently is Microsoft Access.

Many don’t appreciate that you can easily connect a SharePoint list to Microsoft Access on the desktop. Doing so allows you to use SharePoint as the data repository and Access as the analytical front end, allowing to create complex structures and queries as well as producing mind blowing reports and data analysis quickly and easily.

This tutorial will show you the basic steps of connecting SharePoint to your desktop version of Access. You see how that when you do it establishes an bi-directional link that means data is updated no matter where it is changed.

This is only the beginning of what is possible when you combine Access and SharePoint, however it is a very good place to start. Watch out for more content on this topic very soon.

Globalization of SMB–Webinar

 

 

 

 

 

 

 

 

I got up very, very early this morning my time to be the guest on Karl Palachuk’s Webinar series – The Globalization of SMB – a Webinar Series.

The session was recorded and you can watch in on YouTube:

or listen to the MP3.

Here are list of books I recommend as good reads to help with a transition to global focus:

The World is Flat – Thomas Friedman

The Four Hour Work Week – Tim Ferriss

The Millionaire Fastlane MJ DeMarco

The Tipping Point – Malcolm Gladwell

I also encourage people to look at support international organisations like Kiva that provides micro-financing all around the world. You can view my Kiva portfolio of loans here:

http://www.kiva.org/lender/robert5824

I do read a lot of material and recommend you follow me on Goodreads here:

https://www.goodreads.com/user/show/708903-robert

To keep up with the changing world of business and technology I strongly recommend:

Fortune Magazine

of which I have been an avid reader for over 25 years.

If I had to pick a favourite place in the world I have been to it would be:

Ryoanji Temple – Kyoto

and a close second would be Berlin:

Berlin – my travel log

For Australian’s travelling to Europe I would strongly recommend the Australian Battlefields of World War One. I have been twice and created a whole web site about the Australian involvement there:

Australian Battlefields of World War 1 – France

The one thing I’d recommend you pack when you travel is:

Skins

and the one travel tip I have is that no matter how tired you are when you arrive at your destination, only sleep when it is dark. It is painful the first day but gets you in sync much faster.

I thank Karl Palachuk for the opportunity to be a guest and hope that everyone got value from my experiences and opinions. Of course if you have any feedback or question please feel free to contact me directly (director@ciaops.com).

Advanced List editing in SharePoint Online

Getting large amounts of data quickly into SharePoint lists can be cumbersome unless you use the Quick Edit mode of SharePoint. This tutorial will show you how to place a list into Quick Edit mode and then make changes just like you do using a spreadsheet by navigating the cells.

The tutorial will also show you how to copy and paste from an appropriately formatted spreadsheet in Excel on your desktop directly into a SharePoint list.

Using Quick Edit mode is the best way to work quickly with SharePoint lists and this tutorial will get you started.

Introduction to Views in SharePoint Online

Views are a way in SharePoint that you can display information in a different layout. You can have as many views as you want for most items in SharePoint, making it a very flexible way to focus on what is important and avoid distraction.

This tutorial video will show you how to create new views as well as make them the default. You’ll see how to configure views to display different fields and automatically sort, filter and group information.

Views are available in most elements in SharePoint, from Document Libraries to Lists to Calendars and more. They are a key way to ensure that people focus on the right information.

Introduction to Email Alerts in SharePoint

Setting email alerts in SharePoint is a great way to receive notification when something changes. This video will show you how to configure and use such alerts for a Document Library on both the complete Library as well as an individual item.

Email notifications need to used in moderation as it is very easy to become quickly swamped but the frequency of alerts SharePoint send by default. This video will also show you how to customise this frequency to ensure you only get the information you need, when you need it.

Although the video only show the alert configuration process on a Document Library it is possible to configure most elements in SharePoint for email alerts in the same manner.

Used appropriately, email alerts in SharePoint provide an important way to be kept up to date about information you are collaborating on within a team.

Office 365 video embedding

Hopefully you know that I have a a number of SharePoint Template products. Many of these utilise embedded video. In most cases, this embedding has been accomplished with third party streaming services like YouTube.

Microsoft recently added the Video service to Office 365. I therefore makes sense to have my template videos hosted on Office 365 Video rather than a third party streaming services, at least for some versions.

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The first step in the process of embedding a video from Office 365 Video into a SharePoint Online site is to upload the video. To do this login to your Office 365 portal.

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You should then see the video tile as shown above or use the app launcher in the top left of the window to navigate there.

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In my case, when I navigate to the Office 365 Videos I already see videos I have uploaded previously. Here I select Channels from the menu across the top.

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Again, you can see that I already have some channels created. It is a good idea to use channels to categorise your videos. Think of it like standard SharePoint metadata.

To create a new channel select the + New Channel in top right of the window.

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You’ll now be asked to enter a channel (keep it short as long names don’t display well) and a channel colour.

When complete press Create.

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You receive a message that the channel is being created. This will take a few minutes to complete.

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When it is complete you will see the following tiles.

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If you select the Manage Settings tile in the middle you’ll be taken to the above screen where you can edit the channel name, colour and delete the channel if desired.

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If you select the Permissions option from the left you’ll be able to set who can edit and view the channel. So, you can also think of an Office 365 Videos channel a bit like a SharePoint subsite in that you can determine who has permissions to it.

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Selecting the Spotlight option on the left allows you to highlight a video in the channel, once you have uploaded some videos of course!

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If you return to the previous screen and select the Upload Videos option you’ll see the screen above. You can either drag a video into the upload box or select the box and navigate to the desired location to upload from on your local computer.

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The video will then commence upload. You can upload multiple files as well using either interface, however, there is not a lot of information here about the upload progress. It would be nice if there way maybe a percentage value or a progress bar.

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Once the video has uploaded you’ll be taken to a screen that will show you that the video is processing and you can refresh the page to get an update on the status. The amount of processing time is dependent on the video size and length.

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Underneath the video you will see some areas where you can update the information. You’ll need to so this and select the Save icon when complete.

Now here’s a tip. Keep the initial video file name as short as possible when it is uploaded because that initial name is used as part of the URL for the video. Once the video is uploaded, rename it to whatever you like.

Another tip with the initial file name prior to upload, apart from keeping it short, don’t use spaces or special characters!

Unfortunately, the only way to easy embed this video into SharePoint page is via its URL. The URL will be in the format:

https://.sharepoint.com/portals//pVid/.mp4

You can also unfortunately not simply copy the URL that occurs at the top of the current page as it contains the video player URL in there also.

So you can either construct the videos URL from the above or work it out from the current page URL.

It would be so much nicer if Office 365 videos included an embed link! Hopefully, this feature is coming soon!

Once you have the URL for the video, navigate to the SharePoint site where you wish to embed it.

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Edit the page by selecting the Edit icon in the top right of the page.

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You can also edit the page by select the Page tab at the top and then the Edit icon on the left of the Ribbon menu that appears.

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Place the cursor where you wish the video to appear on the page. Then select the Insert tab at the top of the page.

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On the Ribbon menu should be the Video and Audio button. Select this.

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From the menu that appears, select From Address.

I theory the From SharePoint button makes the most sense BUT the Office 365 Videos portal is in a different Site Collection basically, so it can’t be directly navigated to. Again, a handy add for the next version would be great Microsoft if you are listening.

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Paste the video URL link you constructed earlier. It is always a good idea at this point to use the Try link to see whether you have the correct URL.

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If everything is correct, press the OK button and you should see a media player web part appear as shown above. Again, an embed option would have been much nicer but an coming update I’m sure.

Save the page to update the changes after making any adjustments to the web part as necessary.

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Now you should see the player embedded on your page and if you press play it should now stream.

I love the new Office 365 Videos feature and think it is a big differentiator to other services. It is a fantastic way to create a corporate video portal for training, on-boarding or whatever. I would like however to see more features and configuration options built into the product, but the main thing I would like to see is the ability to generate embed codes to make it easier that I have just run through, especially for end users. However, I’m sure those features and more will come very soon.

Office 365 Videos, use it, love it and look out for further updates now that you know how to get started.

Free SharePoint Online Email course

I am very happy to announce the availability of my new FREE 23 lesson Getting Started With SharePoint Online training email course that is based on my SharePoint template training publication.

To receive a lesson every day via email visit:

http://www.ciaops.com/templates

and scroll down the page. After all the template details, you will find the option to submit your email address to subscribe to the course.

Once you have submitted your email address you will be sent a confirmation email which you will need click on to confirm you wish to receive the course. Once you have done that you should receive the introductory email giving your details about the course.

From then on you’ll receive an email a day typically containing a video tutorial to watch (only around 7 – 10 minutes on average) as well a set of lesson notes you can download for reference.

By subscribing to this course you will also be subscribed to my upcoming monthly Office 365 and SharePoint newsletter where you’ll get load of information and news about these products.

The content in the email course is exactly the same that is contained in the Getting Started With SharePoint Online Team Site template. Hopefully, once you see the value via email you will purchase the template and install it on your Office 365 tenant so everyone in your business can use it.

The last incentive I have for you to sign up is that when you do you’ll receive a special discount code for a major discount when purchasing the Getting Started With SharePoint Online Team Site template.

Watch out for new SharePoint Online training courses coming soon!

Creating sub sites using SharePoint Online

SharePoint sub sites are a great way to segregate both information and security. A sub site is created from a parent site in a tree like structure as required.

Sub sites can use a number of pre-existing templates as a base or even a custom one that you have created. For information on creating a custom template see my previous video on the subject:

A sub site can also have unique permissions if required but by default they will inherit from their parent.

Sub sites in SharePoint are a great way to structure your data and security to needs of your organisation.