SharePoint Shop Talk pagbabalik-tanaw para sa Huwebes 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, tungkol sa 11:45AM, nagkaroon kami siyam na tao magrehistro, which is a very small number. Gayunman, sa isang punto, nagkaroon kami 18 o 20 mga taong nag-sign in, so at least nine people signed up for it 45 minutes or less before the call. I’m not complaining, just observing.

We had a full schedule of questions and discussion topics and couldn’t get to all of them. Gaya ng dati, we’ll pick up where we left off this coming Thursday.

Here’s the recap:

  • 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.

  • Nagkaroon kami ng (maligayang pagdating) 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, ngunit ito kahulihan babagsak ito sa paglikha ng isang view ng data web bahagi sa hanay ng mga filter na mga petsa (hindi lamang sa isang solong filter petsa, na kung saan ay mas madali). He may write up a blog entry on this and if does, I’ll link to it. In the course of the discussion, siya refer sa lahat ng tao upang ang dalawang mga link:
  • Looping in SharePoint designer – can it be done? The answer is “yes” in some narrow cirumstances. Gayunman, to do it, you need to do some tricky stuff that is hard to conceptualize, hard to implement, 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. Talaga, kung gumagamit ka ng SPD, you prob can’t easily drop down into VS, but it is what is is, sadly.
  • Speaking of sad, Nancy wins the “Make the Panel Sad” award by (futilely) asking about drag and drop from a data view web part. The scenario is very interesting and if anyone has a clever solution, mangyaring ipaalam sa akin. 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. Gayunman, her users need to take those documents and burn them to CD. This is doable using a windows explorer type view, but how to do it from DVWP? We couldn’t think of a good answer. Can you?
  • Laura Rogers, followed by Lori Gowan of www.endusersharepoint.com katanyagan (at sa ibang lugar) made us aware of the fact that attachments to InfoPath forms can be submitted via a web service to an image library in SharePoint. Sa labas ng kahon sa! That is a very interesting fact with some very interesting implications.

That’s pretty much it. I probably missed something, ngunit sana ay makuha mo ang diwa ng ito.

Kahit na alam kong hindi mo talaga ay mag-sign up hanggang tanghali, Huwebes, narito ang link ng pagpaparehistro para sa susunod na session, Huwebes 10/08 mula sa 12:30 upang 1:30 PM EDT: https://www.livemeeting.com/lrs/8000043750/Registration.aspx?pageName=0z40kg9nb0t0842f

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SharePoint Shop Talk Huwebes 10/01 @ 12:30 PM EDT (bukas!)

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SharePoint pagpaparehistro Shop Talk ay up at handa na para bukas.

Kami ang ilang katanungan teed up address na ang ilang mga isyu sa pamamahala (dev / test / mag-udyok at pag-sync up service pack), mga notification sa email (kung paano pumili ng mga tao sa email na ito batay sa metadata ng isang dokumento) at ilang mga talakayan sa paligid gamit ang mga serbisyo ng InfoPath form sa isang kapaligiran FBA.

Tulad ng nakasanayan, kung gusto mong makipag-usap tungkol sa isang paksa:

  • Magpadala ng email sa questions@sharepointshoptalk.com
  • Twitter sa akin ("Unan)
  • Mag-iwan ng komento dito.
  • Ipakita lang hanggang sa mga tawag at hilingin ito doon.

Maaari mong basahin ang tungkol sa nakaraan SharePoint uusap Shop para sa aking blog dito: http://paulgalvin.spaces.live.com/?_c11_BlogPart_BlogPart=blogview&_c=BlogPart&partqs=cat%3dPublic%2520Speaking

Magrehistro para sa session dito: https://www.livemeeting.com/lrs/8000043750/Registration.aspx?pageName=h6hm9ptg8zt7302t

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Windows Live Spaces at Twitter Counter

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Ako ay DM'd isang mensahe mula sa nerbiyos ngayon at naisip kong blog ang kasagutan.

Ang tanong ay: "Uy Paul, mabilis na isa para sa iyo,paano mo makuha ang kaba counter sa iyong live na espasyo bilang ang code ng script ay naka-block kapag naka-save Thx "

Ginawa ko ito sa pamamagitan ng pagdaragdag ng isang pasadyang widget html sa aking live na mga puwang pahina at paggamit ng maliit na snippet ng code:

<isang href="http://twittercounter.com /?username = Unan" 
 pamagat="TwitterCounter for @pagalvin"> 
 <img SRC="http://twittercounter.com / counter /?username = Unan" 
 lapad=88 
 taas=26 
 estilo="border:wala" 
 luma="TwitterCounter for @pagalvin">
</isang>

Ito ay gumagamit ng isang bersyon ng widget kaba counter interface na nakukuha ng nakaraan ang windows live na sensor bagay na namin ang lahat ng poot kaya magkano at nais nais makakuha ng isang masamang kaso ng yedra.

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Pamamahala ng Pag-apruba Groups may InfoPath sa isang Kapaligiran FBA

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Mayroon akong isang gastos proseso ng pag-apruba na kailangan ko upang ipatupad ang paggamit InfoPath sa isang paraan batay pagpapatunay (FBA) kapaligiran gamit ang mga serbisyo ng mga form (web based InfoPath).

Mayroong dalawang mga grupo ng pag-apruba at ang proseso ay gumagana tulad nito:

  • User punan ang isang gastos ulat at isinusumite ito para sa pag-apruba.
  • Na nagpapalitaw ng isang email sa unang antas ng grupo Approver.
  • Unang antas Approver sumusuri at aprubahan o denies ang mga ulat.
  • Kung unang antas taong ito naaprubahan, sistema-aabiso sa ikalawang antas Approver.

Sa InfoPath bahagi ng mga bagay, Mayroon akong iba't ibang mga seksyon na itago / Lilitaw na batay sa kung ang gumagamit ay isang miyembro ng isa sa mga pangkat na iyon pag-apruba.

Sa isang kapaligiran FBA ang username() function na laging nagbabalik blangko, sadly. What I’ve done is set up a a custom list called “Approval Groups”.

Hindi ko magdagdag ng anumang karagdagang mga haligi sa listahan.

Kapag ang form na bubukas up, ito ay isang panuntunan na tulad nito:

image

Ang "magtakda ng isang halaga na field ng" ay dito:

image

Ito ay isa lamang sinasabi: Query ang pag-apruba ng pangkat pasadyang listahan at i-filter sa query na iyon sa pamamagitan ng pagtingin para sa anumang hilera kung saan Pamagat ng halaga = "Nordic".

Kung na nagbabalik ng anumang halaga, 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, kung ang kasalukuyang user ay walang naaangkop na seguridad ng access sa item na iyon at pagkatapos ay ang query ay hindi ibalik ito, 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 Talk pagbabalik-tanaw (09/24/09 edisyon)

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Aming natapos ang aming ika-8 SharePoint Shop Talk open Q&A session yesterday. During that session, sakop namin ang mga sumusunod na mga paksa:

  • Paano upang magpadala ng out ng isang lubos na na-format na e-mail mula sa isang daloy ng trabaho na nilikha gamit ang SharePoint Designer.
  • Saan upang makahanap ng impormasyon sa mga pagkakaiba sa pagitan ng SharePoint 2010 at lalo na sa Windows SharePoint Serbisyo 3.0 (ang libreng bersyon ng SharePoint).
  • We discussed jQuery maintenance and management. More specifically, "Kung saan dapat jQuery ang pumunta?” We had a great discussion around this topic and one interesting new ideas (akin) 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
  • May nagbanggit na bahagi (o marahil kahit na lahat) 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 ay may ilang mga mahusay na mga artikulo sa pamamagitan ng Laura Rogers sa kung paano gamitin ang DVWP upang bumuo ng talagang magandang mga sesyon RSS.

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

Sa isang pagsabog ng pagbuo ng kahusayan, 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

Kung nais mong lumahok, sunog off ng isang email sa questions@sharepointshoptalk.com, pindutin ang up ako sa kaba ("Unan) o mag-iwan ng komento dito.

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SharePoint Shop Talk Huwebes 09/24 @ 12:30 PM EDT

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Pagpaparehistro ay up at handa na para sa SharePoint bukas ng Shop Talk sa 12:30 PM.

Sa panahon ng mga tawag na ito conference, isang panel ng mga bihasang SharePoint pro ni tumagal ng iyong mga katanungan sa pamamagitan ng email, via live meeting or directly over the phone. We do our best to provide independent expert advice on all topics related to SharePoint.

I-email ang iyong mga katanungan sa "Questions@sharepointshoptalk.com", kaba ito sa akin, mag-iwan ng komento dito o lamang lalabas sa mga tawag at hilingin.

Din namin maligayang pagdating at humingi ng pananaw mula sa mga kasapi ng madla.

Maaari mong basahin ang ilang mga recaps sa nakaraang session SharePoint Shop Talk sa aking blog.

Sa linggong ito namin na alam namin na pagtugon sa mga katanungan na may kaugnayan sa daloy ng trabaho (isang pare-pareho ang paborito) at paghahanap upang pangalanan ang ilang.

Magrehistro dito: https://www.livemeeting.com/lrs/8000043750/Registration.aspx?pageName=dv3m7cl30sxkq2n1

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SharePoint Shop Talk ito Huwebes 09/17/09 12:30 PM EDT sa 1:30 PM EDT

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Ang susunod na ng SharePoint Shop Talk tumatagal ng lugar na ito Huwebes, 09/17 sa 12:30PM EDT.

Ano ang Talk SharePoint Shop? 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.

Sa linggong ito patuloy namin na may parehong panel, kabilang ang aking sarili, ang aking dalawang Arcovis kasosyo Harry Jones at ng Natalya Voskresenskaya at Laura Rogers ng SharePoint911.

Mabilisang recapping nakaraang linggo - kami ay may mas maraming tanong kaysa sa maaari naming sagutin, kaya ito linggo, we’ll start off with those. We had 34 registrants at sa tingin ko 25 people actually joined the call. We covered a wide variety of subjects that I would say were 75% end user nakatuon, kasama:

  • Mga estratehiya para sa lumiligid up ng nilalaman mula sa mga sub-site sa mga nangungunang mga site na antas sa loob at sa kabuuan ng mga koleksyon site.
  • Ang epekto ng ng pagpapasadya editform.aspx gamit ang SharePoint Designer.
  • Pagharap sa ang bantog na "mangolekta ng data mula sa isang gumagamit sa" sa SharePoint aksyon Designer workflow.
  • Paggamit ng jQuery upang malutas ang ilang mga karaniwang problema ng user interface.
  • Time zone tanong (para sa isang heograpiya ipinamamahagi kapaligiran)

Sakop namin ng ilang mga iba pang mga item pati na rin, ngunit ang mga detalye escaped akin.

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

Magrehistro para sa session na ito linggo dito: https://www323.livemeeting.com/lrs/8000043750/Registration.aspx?pageName=bhj8dbrswhv1hv8r

Sa linggong ito, kami ay pagpunta sa makipag-usap tungkol sa hindi bababa sa:

  • Mga estratehiya para sa pamamahala at pagkuha sa kasaysayan ng bersyon para sa mga dokumento
  • Kaakmaan at mga ideya sa paligid ng paggamit ng SharePoint bilang isang front end na nagpapahintulot sa iyong mga customer upang tingnan ang ilang mga pinansiyal na data.
  • Workflow tanong (gaya ng dati).

Kami ay makita at marinig sa iyo doon!

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Sa SharePoint Sabado Bagong York

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Nai-upload ko ang aking presentasyon para sa New York SharePoint Sabado dito: http://cid-1cc1edb3daa9b8aa.skydrive.live.com/self.aspx/SharePoint/Follow the Yellow Brick Road to SharePoint Mastery.pptx

Ito ay hindi lubha kapaki-pakinabang kung hindi mo pumunta sa pagtatanghal, ngunit ko inaasahan upang magdagdag ng maraming mga tala sa pagitan ng ngayon at Tampa, when I present it again. That would give it more legs and context and be more generally useful.

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Hindi ba ito maging Cool kung ...

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Ako ay pagpunta sa pamamagitan ng aking malalaking tumpok ng MSDN magazine upang makakuha ng aking asawa off ang aking likod para sa 30 segundo upang gumawa ng room para sa mga bagong magazine MSDN at ako ay dumating sa kabuuan ng isang mas lumang artikulo tungkol sa pagsasama MS Speech Server na may workflow pundasyon at naisip ko na, Hindi magiging malamig na isama ang lahat na may SharePoint? It would be kind of neat to be able to say “Create site named [cool na site] sa site koleksyon [papa magsilang ng sanggol]” 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.

Sa 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, sa real time, 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.

Mayroon bang anumang mga praktikal na bahagi na ito? Who knows. Who cares?

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Pagkonsulta Maaari Maging isang Little Tulad bunot Iyong Sariling Ngipin

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[Nota: This article cross-posted to End User SharePoint dito: http://www.endusersharepoint.com/2009/09/09/sharepoint-a-case-study-in-ask-the-expert/]

Kung minsan, kapag nagtatrabaho ka bilang isang consultant (bilang isang propesyon, o sa isang pakonsulta papel sa loob ng iyong kumpanya), you find yourself living in an Onion story. The Onion has a series of articles called “Ask an [dalubhasa] tungkol sa [ang ilang mga problema]". This follows the famous “Dear Abby” format where a concerned person is asking for personal advice. The onion’s “expert”, gayunman, 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, but we come into contact with people who are serious professionals in their own role, but are not consultants. They don’t have the same need or training to do otherwise.

Huling na-linggo, I wrote about one of my company’s clients and an on-going project 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:

  • A handful of individuals at different doctors’ practices who can enter expenses on line.
    • There are over 40 doctors’ practices.
    • At some practices, the doctor uses the system directly.
    • At many practices, the doctor’s staff uses the system directly.
  • A financial administrator (who works for my direct client) who reviews the expenses for accuracy and relevancy, approving or denying them at the organizational level.
  • 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 explained the need to the accounts payable company:

  • Clinical studies sites (doctors’ practices) incur study-related expenses.
  • They log onto the “web site” and enter their expenses using an online form. Sa kasong ito, the “web site” is hosted with SharePoint and the expenses are entered into an InfoPath form. Expense receipts are scanned, uploaded and attached directly to the form.
  • An automated workflow process seeks approval from the appropriate financial administrator.
  • 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 (within reason).At this point in the discussion, 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.

When I explained the need, the 3rd party took a deep dive into their internal mumbo jumbo lingo about expense approval processes, Oracle codes, vice presidential signatures, 90 day turn-arounds, at iba pa. 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, except that you aren’t ruined for life after the experience (bagaman pagpasok sa isipan ng isang AP manager ay hindi isang lakad sa parke 🙂 [see important note below***] ).

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, as the final payer, see all the details of the expense? 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? Can I revisit this expense a year later if and when I get audited and need to defend the payment?

As SharePoint people, we can see how to answer those questions. In my client’s case, we answer them more or less like this:

  • InfoPath form to allow sites to record their expenses and submit them for approval.
  • Sites can return to the site to view the status of their expense report at any time.
  • As significant events occur (e.g. the expense is approved and submitted for payment), the system proactively notifies them by email.
  • The system notifies the financial administrator once a report has been submitted for approval.
  • Financial administrator approves or denies the request.
  • Upon approval, the expense is bundled up into an email and sent to the 3rd party payer organization.
  • The 3rd party payer has all the information they need to review the expense and can access the SharePoint environment to dig into the details (primarily audit history to verify the “truth” of the expenses).
  • 3rd party payer can approve or reject the payment using their own internal process. They record that outcome back in the SharePoint site (which triggers an email notification to appropriate people).
  • In future, it would be nice to cut out this stilly email process and instead feed the expense information directly into their system.

In conclusion, there’s a life style here that I describe from the professional consultant’s point of view, 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, more often than not, you’ll be able to answer concerns and offer ways to improve everyone’s work day leveraging core SharePoint features.

***Mahalagang paalala: I really don’t mean to compare AP people to serial killers. Gayunman, 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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