arquivos mensuais: Maio 2008

SharePoint Migration Consello: Usar “datos non marcados” Visto para a migración Incremental

Nunha ou miña primeiros artigos, I describiu o proceso no seu conxunto, seguimos para migrar un cliente do SPS 2003 to MOSS. A reader left a comment asking for more detail and here it is.

Para que o proxecto de migración, tivemos de atopar unha boa forma de mover unha gran cantidade de SPS 2003 documents over to MOSS. The initial load was easy enough. Create a new target document library in MOSS and use windows explorer to move the documents.

Esta é unha nova biblioteca de documentos:

imaxe

Open up two windows explorers. Point the first at SPS 2003 and the second at the new document library in MOSS. The following screen shot shows this. Note that the top browser is actually pointing at my c:\temp drive, but you can imagine it pointing to an SPS 2003 document library:

imaxe

After that drag and drop operation, my target looks like this:

imaxe

Now it’s time to deal with the metadata. Assume we have just one column of metadata for these documents named "location." We can see from the above "all documents" view that the location is blank. It’s easy enough to use a data sheet view to enter the location, or even go into each document’s properties one by one to add a location. Let’s assume that there is no practical way to assign the location column a value automatically and that end users must do this by hand. Ademais, imos supor que hai centos de documentos (quizais milleiros) and that it will take many many days to update the metadata. As we all know, no one is going to sit down and work for four of five days straight updating meta data for documents. Pola, they will break that out over a period of weeks or possibly longer. To facilitate this process, we can create an "untagged data" ver como se mostra:

imaxe

Agora, cando alguén se senta para pasar a súa hora diaria alocados ou dous para marcar documentos migraron, they can use the "untagged documents" view to focus their effort:

imaxe

As users tag documents, they drop off this list.

This notion of an untagged data view can also help with a class of data validation problem people inquire about on the forums. Fóra da caixa, there’s no way to prevent a user from uploading a document to MOSS and then not enter meta data. We can specify that a particular site column is mandatory and the user won’t be allowed to push the save button. Con todo, if the user uploads and then closes the browser (or uses windows explorer to upload the document), we can’t force the user to enter meta data (novo, para fóra da caixa).

This approach can be used to help with that situation. We can use a "poorly tagged data" view to easily identify these documents and correct them. Couple this with a KPI and you have good visibility to the data with drill-down to manage these exceptional circumstances.

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Investigación do SharePoint wildcard: “Pro” Non é un tronco “Programación”

No foro de investigación MSDN, as persoas acostuman facer unha pregunta como esta:

"I have a document named ‘Programming Guide’ but when I search for ‘Pro’ investigación non atopalo."

Non pode sentir como el, but that amounts to a wildcard search. The MOSS/WSS user interface does not support wildcard search out of the box.

Se cavar as pezas busca na web, atoparás unha caixa de verificación, "Enable search term stemming". Stemming is a human-language term. It’s not a computer language substring() función do tipo.

Estes son algúns talos:

  • "fish" is a stem to "fishing"
  • "major" is a stem to "majoring"

Estes non son deriva:

  • "maj" is not a stem to "major"
  • "pro" is not a stem to "programmer"

The WSS/MOSS search engine does support wild card search through the API. Here is one blog article that describes how to do that: http://www.dotnetmafia.com/blogs/dotnettipoftheday/archive/2008/03/06/how-to-use-the-moss-enterprise-search-fulltextsqlquery-class.aspx

Un produto de terceiro partido, Ontolica, provides wild card search. I have not used that product.

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Actividade de fluxo de traballo de rexistro no SharePoint Design

Semana pasada, Eu estaba a traballar como loop e implementar unha máquina de estado usando o SharePoint Deseño e mencionou, como un aparte, que, probablemente vai escribir un blog sobre o rexistro de mellor fluxo de traballo.

Ben, Sanjeev Rajput beat me to it. Bótalle un ollo.

Gardar os datos de rexistro nunha lista personalizada parece superior a utilizar a historia de fluxo de traballo normal:

  • É só unha lista personalizada, así pode export-lo a Excel facilmente.
  • Pode crear exhibicións, filtrar os datos dinamicamente, etc.
  • Non é asunto para a auto-purga comeza coa historia de fluxo de traballo normal.

Existen algúns riscos / desvantaxes:

  • Moitos fluxos de traballo en execución con unha morea de rexistro podería causar moitos datos a seren gardados á lista.
  • Maybe you *do* want automatic purging. You don’t get that feature with this approach (sen codificación).
  • Security is tricky. In order to write to the list, the user must have permission to do so. That means that it’s probably not suitable for any kind of "official" audit since the user could discover the list and edit it. This could be overcome with some custom programming.

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The Trouble With Tribbles … errar .. KPIs

This past week I finished off a proof of concept project for a client in Manhattan. While implementing the solution, Corrín a outra lagoa do Moss KPIs (Vexa aquí unha cuestión KPI anterior ea miña solución).

Fondo: We used SharePoint Designer workflow to model a fairly complex multi-month long business process. As it chugged along, it would update some state information in a list. KPIs use this data to do their mojo.

We decided to create a new site each time a new one of these business processes kicks off. Aside from the workflow itself, nestes sitios acollida varias bibliotecas de documentos, use audience targeting and so forth. Just a bunch of stuff to help with collaboration among the internal employees, viaxando funcionarios e socios de empresas que participan do cliente.

Tamén queriamos amosar algúns KPIs que monitorizar a saúde xeral do que o proceso de negocio específico, como a promovida polos datos do estado de fluxo de traballo e visto usando os KPIs.

Finalmente, usan os elementos da lista de KPIs que fan unha conta nunha visión nunha lista na web (en oposición a tirar dende outra fonte de datos, como o Excel ou SQL).

O Problema: Como podes imaxinar, supoñendo que fose para levar a idea básica para adiante nun mundo de produción, we would want a site template. Provision a new site based off a "business process" modelo.

The problem is that you can’t seem to get a functioning KPI that way. When I create a new site based on a template with a KPI List and KPI web part, the new site’s KPI data are broken. The new site’s KPI list points at whatever source you defined when you first saved it as a template.

By way of example:

  • Create a new site and build it to perfection. This site includes the KPI data.
  • Save that as a template.
  • Create a new site and base if off the template.
  • This new site’s KPI list items’ sources point to the site template, not the current site.

The instantiation process does not correct the URL.

I tried to solve this by specifying a relative URL when defining the KPI list item. Con todo, I couldn’t get any variation of that to work.

I always want to pair up these "problem" blog posts with some kind of solution, but in this case I don’t have a good one. The best I can figure is that you need to go in to the newly provisioned site and fix everything manually. The UI makes this even harder because changing the URL of the source list causes a refresh, entón realmente ten que redefinir a cousa toda de cero.

Se alguén sabe un xeito mellor de tratar con isto, por favor publicar un comentario.

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Moss pequeno Instalación e Configuración do Farm War Story

Esta semana, I’ve struggled a bit with my team to get MOSS installed in a simple two-server farm. Having gone through it, Teño unha maior valoración para os tipos de problemas que as persoas relatan foros MSDN e noutros lugares.

A configuración final granxa:

  • SQL / Index / Intranet WFE dentro do firewall.
  • WFE na DMZ.
  • Algún tipo de devasa entre o servidor interno e DMZ.

Antes de comezar o proxecto, we let the client know which ports needed to be open. During the give and take, adiante e cara atrás ao longo dese, nunca dixo explícitamente dúas cousas importantes:

  1. SSL significa que precisa dun certificado.
  2. The DMZ server must be part of a domain.

O primeiro día, we showed up to install MOSS and learned that the domain accounts for database and MOSS hadn’t been created. To move things along, we went ahead and installed everything with a local account on the intranet server.

Neste punto, descubrimos a confusión sobre o certificado e SSL, tristemente, decided to have our infrastructure guy come back later that week to continue installing the DMZ server. Nese medio tempo, nós, arquitectos de solucións avanzou co material de negocios.

Un fin de semana pasa e que o cliente obtén o certificado.

Nosa infraestrutura cara aparece e descobre que o servidor DMZ non está asociado a calquera dominio (ou un dominio de perímetro con confianza limitada ou o dominio intranet). We wasted nearly a 1/2 día en que. If we hadn’t let the missing SSL certificate bog us down, we would have discovered this earlier. Oh well….

Outro día pasa e as distintas comisións de seguridade, partes interesadas e (non tan) inocentes todos coinciden en que non hai problema en unirse ao servidor DMZ co dominio intranet (este é un POC, ao final, non é unha solución de produción).

Infrastructure guy comes in to wrap things up. This time we successfully pass through the the modern-day gauntlet affectionately known as the "SharePoint Configuration Wizard." We have a peek in central administration and … Yee haw! … DMZ server is listed in the farm. We look a little closer and realize we broke open the Champaign a mite bit early. WSS services is stuck in a "starting" Estado.

Longa historia curta, it turns out that we forgot to change the identity of the service account via central administration from the original local account to the new domain account. We did that, re-foi o asistente de configuración e listo! We were in business.

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Mea Culpa — SharePoint Deseño * PODE * Crear fluxos de traballo de máquina de estado

I’ve recently learned that it’s possible and even fairly easy to create a state machine workflow using SharePoint Designer. Necessity is the mother of invention and all that good stuff and I had a need this week that looked for an invention. Coincidentally, Me deparei este foro MSDN post tamén. My personal experience this week and that "independent confirmation" lends strength to my conviction. I plan to write about this at greater length with a full blown example, pero aquí é a esencia do que:

  • O enfoque aproveita o feito de que un fluxo de traballo pode cambiar un elemento da lista, thereby triggering a new workflow. I’ve normally considered this to be a nuisance and even blog sobre o uso dos semáforos para tratar con isto.
  • SharePoint permite múltiples fluxos de traballo independentes para ser activo contra un elemento da lista específica.

Para configurar-lo:

  • Proxecto súa máquina de estado (é dicir,, os estados e como os estados de transición dun a outro).
  • Aplicar cada estado como fluxo de traballo separado.
  • Configurar cada un destes fluxos de traballo do Estado para executar en resposta a calquera cambio no elemento da lista.

Cada fluxo de traballo do Estado segue este estándar duro:

  • Tras o arranque, determine whether it should really run by inspecting state information in the "current item". Abort if not.
  • Facer o traballo.
  • Update the "current item" with new state information. This triggers an update to the current item and fires off all the state workflows.

Ademais da vantaxe obvia que se pode crear un fluxo de traballo de máquina de estado declarativa, toda a información que estado é óptimo para KPIs de construción e puntos de vista interesantes.

El ten unha desvantaxe moi substancial — standard workflow history tracking is even more useless than normal 🙂 That’s easily remedied, con todo. Store all of your audit type information in a custom list. That’s probably a good idea even for vanilla sequential workflow, but that’s for another blog post 🙂

I call this a "mea culpa" porque eu teño, por desgraza, said more than once on forums and elsewhere that one must use visual studio to create a state machine workflow. That simply isn’t true.

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Aprender a Hard Way — DMZ WFE Debe ser nun dominio

Aínda que non é literalmente certo, Como unha cuestión práctica, unha Internet dedicado a web front-end nunha DMZ debe estar nun dominio (i.e. non un servidor independente no seu propio pequeno grupo de traballo). It doesn’t need to be in the same domain as the internal WFE(s) e outros servidores (e probablemente non debería), but it needs to be a domain.

My colleagues and I spent an inordinate amount of time on a proposal which included SharePoint pre-requisites. This included a comprehensive list of firewall configurations that would enable the DMZ server to join the farm and so forth. Desafortunadamente, we failed to add a sentence somewhere that said, to the effect, "the whole bloody point of this configuration is to allow your DMZ WFE server, in a domain, to join the internal farm."

A perfect storm of events, where we basically looked left when we might have looked right, conspired to hide this problem from us until fairly late in the process, thus preventing me from invoking my "tell bad news early" rule.

Sigh.

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Se aínda non probou Twitter …

Twitter is a very odd duck. I’ve been using Twitter for a little over a month and in some indefinable way, it’s almost as important to me as email. I find myself vaguely unsettled if I wait too long before looking over what others are twittering about. I get annoyed at Twitter’s occasional performance problems because it means I’m missing out. I get a little puff of excitement when I see a new Woot announcement.

It’s a real community builder in a way that really complements blogs and forums and even personal face to face meetings.

In the last month, I’ve followed one person’s attempts at shaking a cold while trying to manage a Seder.

I’ve learned personal detail about many folks I mainly "know" through blogs — where they live, the kind of projects they work on, that they have a work / cuestións familiares para xestionar, así como eu.

Nai dunha persoa faleceu … a sad event for sure. But sharing that fact changes and enhances the character of the whole experience.

Isto é só o material persoal.

There’s more to it than that. It’s also another medium for sharing ideas, ou máis veces eu creo que, seeking help. Throw a question up on Twitter and you’re never left hanging and the responses typically arrive within minutes.

Se aínda non tente, you should really give it a go.

Mira-me en http://www.twitter.com/pagalvin

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