SharePoint Shop terġa Talk għal Il-ħamis 10/01/09

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I’ve noticed that people seem to be waiting until the last minute to register for SharePoint Shop Talk sessions. Last Thursday, f'madwar 11:45AM, kellna disa 'minn nies jirreġistraw, which is a very small number. Madankollu, fuq punt wieħed, kellna 18 jew 20 nies iffirmat, dan bl-inqas disa 'minn nies ffirmaw għaliha 45 minutes or less before the call. I’m not complaining, biss osservazzjoni.

We had a full schedule of questions and discussion topics and couldn’t get to all of them. Bħas-soltu, aħna ser pick up fejn aħna jitħalla 'off din il-ħamis li ġejjin.

Hawn il-terġa:

  • Vamshi asked about building a WSS environment that has SP1 and not SP2. You can download that configuration here:

    http://www.microsoft.com/downloads/details.aspx?FamilyId=4191A531-A2E9-45E4-B71E-5B0B17108BD2&displaylang=en. And someone else suggested looking here: http://technet.microsoft.com/en-us/windowsserver/sharepoint/bb400747.aspx.

  • Kellna (merħba) surprise return visitor. A few weeks previous, Blue had asked us a question that left everyone on the call a little sad because we couldn’t help. His problem and solution are really fairly complicated, iżda li jeħodna għall-ħolqien parti data web ħsieb ma 'firxa ta' dati iffiltrati (mhux wieħed biss data ffiltrata wieħed, li huwa aktar faċli). He may write up a blog entry on this and if does, I’ll link to it. In the course of the discussion, huwa rrefera kulħadd biex dawn iż-żewġ rabtiet:
  • Looping fl disinjatur SharePoint - jista 'jsir? The answer is “yes” in some narrow cirumstances. Madankollu, biex tagħmel dan, inti għandek bżonn tagħmel xi għalf delikata li huwa diffiċli li conceptualize, diffiċli biex jiġu implimentati, hard to debug … it’s just plain hard. The panel’s consensus – don’t do this if you can help it. If you need looping, create custom actions or drop down into visual studio. Of course, jekk inti qed tuża SPD, inti prob ma tistax faċilment qatra l isfel fil VS, iżda huwa dak li huwa hu, sfortunatament.
  • Taħdit ta 'diqa, Nancy jirbaħ il-"Agħmel il-Panel Sad" għotja mill (futilely) asking about drag and drop from a data view web part. The scenario is very interesting and if anyone has a clever solution, jekk jogħġbok let me know. Here’s the problem: she has a DVWP that is doing some necessary filtering on a document library that returns back dozens or more documents. This works great. Madankollu, her users need to take those documents and burn them to CD. This is doable using a windows explorer type view, iżda kif jagħmlu dan mill DVWP? We couldn’t think of a good answer. Can you?
  • Laura Rogers, segwit minn Lori Gowan ta ' www.endusersharepoint.com fama (u bnadi oħra) made us aware of the fact that attachments to InfoPath forms can be submitted via a web service to an image library in SharePoint. Barra mill-kaxxa! That is a very interesting fact with some very interesting implications.

That’s pretty much it. I probably missed something, iżda nisperaw li int tikseb l-gist ta 'dan.

Anke jekk naf li inti mhux se attwalment jiffirmaw sa nofsinhar, Il-Ħamis, hawn l-link reġistrazzjoni għas-sessjoni li jmiss, Il-Ħamis 10/08 minn 12:30 li 1:30 PM EDT: https://www.livemeeting.com/lrs/8000043750/Registration.aspx?pageName=0z40kg9nb0t0842f

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SharePoint Shop Talk il-Ħamis 10/01 @ 12:30 PM EDT (għada!)

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SharePoint Shop Talk registration is up and ready for tomorrow.

We have a few questions teed up that address some management issues (dev/test/prod and syncing up service packs), email notifications (how to select people to email based on metadata of a document) and some discussion around using InfoPath forms services in an FBA environment.

As always, if you want to talk about a topic:

You can read about past SharePoint Shop Talks on my blog here: http://paulgalvin.spaces.live.com/?_c11_BlogPart_BlogPart=blogview&_c=BlogPart&partqs=cat%3dPublic%2520Speaking

Register for the session here: https://www.livemeeting.com/lrs/8000043750/Registration.aspx?pageName=h6hm9ptg8zt7302t

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Windows Live Spaces u Twitter Kontra

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I kien DM'd messaġġ mill twitter llum u ħsibt I d blog ir-risposta.

Il-kwistjoni hija: "Hey Paul, wieħed quick għalik,kif ma ikollok il-counter twitter fl-ispazju ħajjin tiegħek bħala l-kodiċi iskrittura tkun imblukkata meta salvati Thx "

Jien għamilt dan billi żżid widget html tad-dwana biex tiegħi live paġna spazji u jużaw l-snippet kodiċi ftit:

<a href="http://twittercounter.com /?username = Imħaded" 
 titolu="TwitterCounter for @pagalvin"> 
 <img src="http://twittercounter.com / kontro /?username = Imħaded" 
 wisa=88 
 għoli=26 
 stil="border:xejn" 
 qodma="TwitterCounter for @pagalvin">
</a>

Dan juża verżjoni tal-twitter counter interface widget li gets passat il-twieqi ħajjin jiċċensuraw ħaġa li aħna kollha mibegħda tant u jixtiequ se tikseb każ ħażin ta 'ivy velenu.

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Maniġerjali Gruppi Approvazzjoni bl InfoPath f'ambjent FBA

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I have an expense approval process that I need to implement using InfoPath in a forms based authentication (FBA) environment using forms services (web based InfoPath).

There are two approval groups and the process works like this:

  • User fills out an expense report and submits it for approval.
  • That triggers an email to first level approver group.
  • First level approver reviews and approves or denies the report.
  • If first level person approves it, system notifies second level approver.

On the InfoPath side of things, I have different sections that hide/appear based on whether the user is a member of one of those approval groups.

In an FBA environment the username() function always returns blank, sfortunatament. What I’ve done is set up a a custom list called “Approval Groups”.

I don’t add any additional columns to the list.

When the form opens up, it has a rule like this:

image

The “set a field’s value” is here:

image

This is basically saying: Query the approval group custom list and filter that query by looking for any row where Title’s value = “NORDIC”.

If that returns any value, then the current user is a member of that group. I know it contains that value because the string length is greater than zero.

Close the loop by securing the individual items in the Approval Group list. At run-time, if the current user doesn’t have appropriate security access to that item then the query won’t return it, string-length will be zero and now you know the current user is not part of that group. You can use that fact as needed in the form.

This is a super brief write-up. I’m pressed for time or I’d provide more detail.

I don’t know how relevant it is that I’m in an FBA environment. This would probably work well in a non-FBA environment but I can imagine cases where this would be useful.

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SharePoint Shop terġa Talk (09/24/09 edizzjoni)

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Aħna lesti 8 SharePoint tagħna Shop Talk miftuħ Q&A session yesterday. During that session, aħna koperti-suġġetti li ġejjin:

  • Kif tibgħat email ħafna ifformattjat minn workflow maħluqa bl-użu SharePoint Designer.
  • Fejn tista 'ssib informazzjoni dwar id-differenzi bejn SharePoint 2010 u speċjalment Windows SharePoint Servizzi 3.0 (il-verżjoni mingħajr SharePoint).
  • We discussed jQuery maintenance and management. More specifically, "Fejn għandu l jQuery imorru?” We had a great discussion around this topic and one interesting new ideas (lili) is the idea of a content delivery network. This bing search pulls up a lot of interesting data on the subject: http://www.bing.com/search?q=microsoft+content+delivery+network&FORM=DLSDF7&pc=MDDS&src=IE-SearchBox
  • Someone mentioned that parts (or maybe even all) of the up-coming mega conference in Las Vegas in October will be broadcast over the internets. Check out this site for more information: http://www.week3.org/Events/default.aspx
  • We talked about RSS. That discussion covered a lot of ground. There’s a CodePlex project that does better RSS than what you get out of the box and www.endusersharepoint.com has some good articles up by Laura Rogers on how to use DVWP to build really good RSS sessions.

That about covers it. People seem to be getting a lot of help from these so we’ll keep them going.

In a burst of efficiency, I’ve already set up next week’s SharePoint Shop Talk session. You can register here: https://www.livemeeting.com/lrs/8000043750/Registration.aspx?pageName=h6hm9ptg8zt7302t

If you want to participate, nar off email lil questions@sharepointshoptalk.com, hit me up on twitter ("Imħaded) jew tħalli kumment hawn.

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SharePoint Shop Talk il-Ħamis 09/24 @ 12:30 PM EDT

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Registration is up and ready for tomorrow’s SharePoint Shop Talk at 12:30 PM.

During these conference calls, a panel of experienced SharePoint pro’s take your questions via email, via live meeting or directly over the phone. We do our best to provide independent expert advice on all topics related to SharePoint.

Email your questions to “questions@sharepointshoptalk.com", twitter them to me, leave a comment here or just show up on the call and ask.

We also welcome and seek insight from audience members.

You can read some recaps on previous SharePoint Shop Talk sessions on my blog.

This week we already know we’ll be addressing questions relating to workflow (a constant favorite) u tfittxija biex insemmu xi ftit.

Reġistru hawn: https://www.livemeeting.com/lrs/8000043750/Registration.aspx?pageName=dv3m7cl30sxkq2n1

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SharePoint Shop Talk dan il-Ħamis 09/17/09 12:30 PM EDT li 1:30 PM EDT

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The next SharePoint Shop Talk takes place this Thursday, 09/17 fil 12:30PM EDT.

X'inhu Talk Shop SharePoint? It’s a one hour conference call where a panel of SharePoint pro’s answer questions. Send your questions to “questions@sharepointshoptalk.com", leave a comment on my blog here or just ask them out loud on the call. The panel tries to offer several different approaches to solving the underlying problem behind the question and just generally provide unbiased expert advice.

This week we continue with the same panel, including myself, my two Arcovis partners Harry Jones and Natalya Voskresenskaya and Laura Rogers of SharePoint911.

Briefly recapping last week – we had more questions than we could answer, so this week, we’ll start off with those. We had 34 registrants and I think 25 people actually joined the call. We covered a wide variety of subjects that I would say were 75% end user oriented, inklużi:

  • Strategies for rolling up content from sub-sites to top level sites inside and across site collections.
  • The impact of customizing editform.aspx using SharePoint Designer.
  • Dealing with the famous “collect data from a user” SharePoint Designer workflow action.
  • Using jQuery to solve some common user interface problems.
  • Time zone questions (for a geographically distributed environment)

We covered several other items as well, but the details escaped me.

I promised to do follow up with a live meeting to dig into one of the questions and still need to do that.

Register for this week’s session here: https://www323.livemeeting.com/lrs/8000043750/Registration.aspx?pageName=bhj8dbrswhv1hv8r

Din il-ġimgħa, we’re going to talk about at least:

  • Strategies for managing and getting at version history for documents
  • Suitability and ideas around using SharePoint as a front end that allows your customers to view some financial data.
  • Workflow questions (bħas-soltu).

Aħna ser tara u tisma int hemmhekk!

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SharePoint is-Sibt New York

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I’ve uploaded my presentation for the New York SharePoint Saturday here: http://cid-1cc1edb3daa9b8aa.skydrive.live.com/self.aspx/SharePoint/Follow the Yellow Brick Road to SharePoint Mastery.pptx

It’s not terribly useful if you don’t go to the presentation, but I do hope to add a lot of notes between now and Tampa, when I present it again. That would give it more legs and context and be more generally useful.

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Ma kienx ikun jiksaħ jekk ...

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I kienet għaddejja pile enormi tiegħi ta 'rivisti MSDN nikseb marti off tiegħi lura għal 30 sekondi biex tagħmel spazju għar-rivisti MSDN ġodda u I sab artikolu anzjani dwar integrazzjoni MS Diskors Server ma fondazzjoni workflow u ħsibt, ma kienx ikun jibred li jintegraw kollu li ma SharePoint? It would be kind of neat to be able to say “Create site named [sit jibred] fil-ġbir sit [papa bear]” into my cell phone and have it do that. I can imagine an architecture where speech server hands off the commands to a workflow application that does all the work. That’s very easy logic to implement on the server side of the fence.

Fuq il-UI, you’d have to do something to get it rolling. I’d probably go to a “speech monitor” kind of SharePoint site that has some jQuery running that monitors a queue that is updated by the workflow application and shows, fil-ħin reali, what’s happening.

That would be a pretty crazy technology train right there. Cell phone dialing up to speech server on some machine. Workflows bridging the gap between Speech Server and SharePoint. jQuery enhancing a plain Jane SharePoint UI.

Hemm xi komponent prattiku li dan? Who knows. Who cares?

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Consulting Can Be a Little Bħall Ġbid Out Snien Your Own

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[Innota: Dan l-artikolu cross-stazzjonati biex End User SharePoint hawn: http://www.endusersharepoint.com/2009/09/09/sharepoint-a-case-study-in-ask-the-expert/]

Kultant, meta inti qed jaħdmu bħala konsulent (bħala professjoni, jew fi rwol konsultattiv fil-kumpanija tiegħek), you find yourself living in an Onion story. The Onion has a series of articles called “Ask an [espert] dwar [xi problema]". This follows the famous “Dear Abby” format where a concerned person is asking for personal advice. The onion’s “expert”, madankollu, is so focused on his/her area of expertise and current problems that the expert ignores the question entirely and rambles on about his area of expertise. As consultants, we need to keep that in mind all the time and avoid falling into that trap. It’s classically described like this – “when you use a hammer all day long to solve your problems, everything starts to look like a nail.” We professional consultants are always on guard against that kind of thing, imma aħna jiġu f'kuntatt ma 'nies li huma professjonisti serji fir-rwol tagħhom stess, but are not consultants. They don’t have the same need or training to do otherwise.

Last week, I kiteb dwar wieħed mill-klijenti tal-kumpanija tiegħi u proġett li għaddej we have to enable high quality collaboration between various eye doctors in the US and Canada performing clinical research on rare disease. In addition to leveraging core SharePoint features to enable that collaboration, we’re also working an expense submission and approval process. It’s complicated because we have so many actors:

  • Ftit ta 'individwi fi prattika tat-tobba differenti "li jistgħu jidħlu spejjeż fuq il-linja.
    • Hemm aktar 40 prattika tat-tobba.
    • Fuq xi prattiċi, it-tabib tuża s-sistema direttament.
    • Lejn prattiki ħafna, persunal tat-tabib tuża s-sistema direttament.
  • A amministratur finanzjarja (li taħdem għal klijent dirett tiegħi) li jirrevedi l-ispejjeż għall-preċiżjoni u l-relevanza, tapprova jew jċaħħadhom fil-livell organizzazzjonali.
  • A 3rd party accounts payable group. These people pay all of the bills for out client, not just bills coming out of the rare disease study.

The Accounts Payable group has been a challenge. Working with them yesterday reminded me of the Onion series. In my role as business consultant, I spjegat il-ħtieġa li l-kumpanija pagabbli kontijiet:

  • Siti studji kliniċi (prattika tat-tobba) spejjeż relatati mad-istudju jġarrbu.
  • They log onto the “web site” and enter their expenses using an online form. F'dan il-każ, the “web site” is hosted with SharePoint and the expenses are entered into an InfoPath form. Expense receipts are scanned, uploaded u mwaħħla direttament mal-formola.
  • An proċess workflow awtomatizzati ifittex l-approvazzjoni mill-amministratur finanzjarja xierqa.
  • You, dear 3rd party AP company – please review and approve or deny this expense. I’ll send it to you any way that you want (fil-raġuni).Fuq dan il-punt fid-diskussjoni, I don’t really care how it needs to be bundled. I want to work with the AP group to understand what they need and want.

Meta I spjegat il-ħtieġa, il-parti 3 ħa adsa fond fil intern mumbo Jumbo Lingo tagħhom dwar il-proċessi ta 'approvazzjoni spejjeż, Kodiċijiet Oracle, firem presidenzjali viċi, 90 jum dawran arounds, eċċ. And panic. I shouldn’t forget about the panic. One of the bed rock requirements of the consulting profession is to learn how to communicate with people like that who are themselves not trained or necessarily feel a need to do the same. Among other things, it’s one of the best parts of being a consultant. You get to enter a world populated with business people with completely different perspectives. I imagine it’s a little bit like entering the mind of a serial killer, ħlief li inti ma ruined għall-ħajja wara l-esperjenza (though entering the mind of an AP manager isn’t a walk in the park 🙂 [ara n-nota importanti hawn taħt ***] ).

One of the great things about our technical world as SharePoint people is that we have ready-made answers to many of the very valid concerns that people such as my AP contact have. Is it secure? How do I know that the expense was properly vetted? Can I, bħala dak li jħallas finali, tara d-dettalji kollha ta 'l-ispiża? How do I do that? What if I look at those details and don’t approve of them? Can I reject them? What happens if the organization changes and the original approver is no longer around? Can we easily change the process to reflect changes in the system? Nista tirrevedi din l-ispiża sena wara jekk u meta I nikseb verifikati u l-ħtieġa li jiddefendu l-ħlas?

Billi n-nies SharePoint, we can see how to answer those questions. In my client’s case, aħna risposta aktar jew inqas bħal dan:

  • Forma InfoPath biex jippermettu siti biex jirreġistra l-ispejjeż tagħhom u jippreżentawhom għall-approvazzjoni.
  • Siti jistgħu jirritornaw għall-sit biex tara l-istatus tar-rapport spejjeż tagħhom fi kwalunkwe ħin.
  • Hekk kif iseħħu l-avvenimenti sinifikanti (e.g. l-ispiża huwa approvat u sottomessa għall-ħlas), is-sistema b'mod proattiv tavżahom mill email.
  • Is-sistema tinnotifika lill-amministratur finanzjarju ladarba ir-rapport ġie sottomess għall-approvazzjoni.
  • Amministratur finanzjarja japprova jew jiċħad it-talba.
  • Fuq approvazzjoni, l-ispiża hija marbuta biex jiffurmaw email u mibgħuta lill-organizzazzjoni 3 pagatur parti.
  • Min iħallas parti 3 jkollha l-informazzjoni li jeħtieġu biex tirrevedi l-ispejjeż u jistgħu jaċċedu għall-ambjent SharePoint biex ħaffer fil-dettalji (primarjament verifika istorja li jivverifika l-"verità" ta 'l-ispejjeż).
  • 3rd party payer can approve or reject the payment using their own internal process. They record that outcome back in the SharePoint site (li jitfa 'n-notifika email lil nies xierqa).
  • Fil-futur, ikun sbieħ li maqtugħa dan il-proċess email stilly u minflok għalf l-informazzjoni spiża direttament fis-sistema tagħhom.

Bħala konklużjoni, hemm stil ta 'ħajja hawnhekk li I jiddeskrivi mill-punt tal-konsulent professjonali ta' opinjoni, but which applies almost equally to full time employees in a BA and/or power user role. Work patiently with the experts in your company and extract the core business requirements as best you can. With a deep understanding of SharePoint features and functions to draw upon, aktar spiss milli le, inti ser tkun kapaċi twieġeb tħassib u joffru modi biex itejbu kuljum ħidma ta 'kulħadd lieva karatteristiċi ewlenin SharePoint.

***Nota importanti: I really don’t mean to compare AP people to serial killers. Madankollu, I could probably name some AP pro’s who have probably wished they could get a restraining order against me stalking them and asking over and over again. “Where’s my check?” “Where’s my check?” “Where’s my check?"

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