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July 20 2012

“Send to” Function not working properly in SharePoint 2010?

I recently had an issue with a  new install of SharePoint 2010.  A user was trying to send/copy documents between libraries on the site, and the “send to” function was not available, it was grayed-out.  After a little research, I found that there is an add-on in Internet Explorer that can cause problems with the “send to” feature of SharePoint.  To fix this problem, go to “Manage Add-ons” in the Internet Explorer tools menu.  Change the view to “show all add-ons”, and disable “STSUpld CopyCtl Class”.  Your “send to” should now work without a problem.

-Mike

July 18 2012

What’s New in SharePoint 2013

When Microsoft officially introduced its coming version of Office on July 17, one of the quickly mentioned features that generated the most questions was something called SkyDrive Pro.

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SkyDrive is Microsoft’s cloud storage mechanism for consumers. So will SkyDrive Pro be its complement for business users? Will SkyDrive and SkyDrive Pro offer users two different cloud storage locales? Does SkyDrive Pro basically kill off Groove and/or SharePoint Workspace?

LiveSide.Net has a good rundown of some of the many unknowns around SkyDrive Pro.

Microsoft mentioned SkyDrive Pro a couple of times, very briefly, in its downloadable reviewers’ guide for the new Office. On July 17, officials offered a few more tidbits about the mysterious new version of SkyDrive.

SkyDrive Pro is considered to be both part of SharePoint Online in Office 365 and of SharePoint Server 2013. This is how Microsoft Corporate Vice President of SharePoint Jeff Teper defined SkyDrive Pro in a July 17 post on the new SharePoint:

“SkyDrive Pro makes it easy it to work with your documents in SharePoint – save, sync, share and collaborate are all drop-dead simple. The name conveys the simplicity and increased consistency with our SkyDrive consumer cloud service while reinforcing the ‘Pro’ features of SharePoint like social networking, collaboration, search, metadata, workflow and compliance. Click ‘Sync’ on a SharePoint library and you will get the documents offline in the Windows Explorer, Office applications and more. SkyDrive Pro is part of both the SharePoint service in Office 365 and server.”

A Microsoft spokesperson said that Microsoft does not consider SkyDrive Pro to be a replacement for SharePoint Workspace. The spokesperson also said users could opt to have two SkyDrives: One for work (SkyDrive Pro) and one personal (SkyDrive). It’s not clear to me whether the two would simply sync, or if users could opt to merge these into one. Hopefully things will become clearer as testers start weighing in about the Customer Preview of SharePoint 2013 and the new Office 365 bundles.

Meanwhile, what else is new in the coming SharePoint Server 2013/SharePoint Online service?

Based on what’s in the SharePoint Online 15/2013 technology preview, here are some of the features likely to be part of the release:

SharePoint Duet: A cloud version of the Duet add-on Developed by SAP and Microsoft that allows SharePoint to integrate with SAP applications Support for viewing business intelligence content on Apple iPad devices Improved Web Apps: With the 15 release, Office Web Apps won’t be running from the SharePoint “farm.” Instead the Webified versions of Microsoft’s Office apps will run from a new Office Web Apps Server. Third party developers will be able to tie into the Office Web Apps service and provide access to documents stored in IBM FileNet, OpenText, and Oracle Metro user interface: Tiles in site collections will display more information when you hover your mouse over them, in a Metro-like style Rights Management Services (RMS): RMS is being integrated directly into SharePoint Server 15 (and Exchange Server 15). Sounds like the same is happening with the cloud versions of these products. It seems RMS on the cloud side also might be available as an add-in or separate SKU Project Online: New Project site to manage lightweight projects. Microsoft officials and the company’s partners have been hinting about this one for the past year Visio Online: Sounds as though there will be a Visio cloud service component, too, as I hear last year, though in the tech preview it doesn’t seem to be available as a standalone entity. (Seems to be bundled with Project client)

This week, Microsoft officials and partners shared more details, including the more pervasive social-networking capabilities; the integration of FAST Search technology; and a new SharePoint Sites hub. There’s also a new feature called Shredded Storage, which removes file duplicates and reduces the amount of content sent across the wire.

SharePoint Training

July 16 2012

New Microsoft Office coming October 2012

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Today, Microsoft Corp. CEO Steve Ballmer unveiled the customer preview of the new Microsoft Office. The next release features an intuitive design that works beautifully with touch, stylus, mouse or keyboard across new Windows devices, including tablets. The new Office is social and unlocks modern scenarios in reading, note-taking, meetings and communications and will be delivered to subscribers through a cloud service that is always up to date. Below are some new features you will find in various Microsoft Office programs:

SharePoint
The newest SharePoint is designed to help everyone in your organization share content and ideas, organize teams and projects, and discover connections to get work done.

  • Share documents easily from SharePoint or any Office application, and track the people you’ve shared them with.
  • Follow sites, documents, and people with updates delivered to your activity feed.
  • Share ideas and tap into the knowledge of specialists from across your organization.
  • Search for documents, people, discussions, and #tags from anywhere in SharePoint.
  • Discover and trial third party apps in the marketplace to customize your SharePoint sites.

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Exchange
The newest Exchange enables you to increase user productivity and keep your organization safe, while maintaining the control you need.

  • Move to the cloud on your terms with flexible migration options.
  • Help your users do more on any device, manage increasing volumes of email, and work together more effectively as teams.
  • Protect business communications and sensitive information as you meet internal and regulatory compliance requirements.

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Lync
The newest Lync is an enterprise-ready, unified communications platform that connects people everywhere on Windows 8 and other devices.

  • Use a single, unified client for real-time communications, including voice and video calls, Lync meetings, presence, instant messaging, and persistent chat.
  • Get HD video conferencing across a range of devices. The Lync video gallery allows Lync meeting attendees to simultaneously view up to 5 different participants, identify the active speaker, and associate names with faces.

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Office Web Apps Server
With Office Web Apps Server, your users get browser-based productivity from nearly any device on your terms and within your own private network.

  • Keep your users productive and working together, no matter where they are or what device or software they have, using browser-based versions of Word, Excel, PowerPoint and OneNote.
  • Manage updates to Web Apps Server independent of other products with standalone server deployment and configuration.
  • Get simple, seamless integration with your existing servers including Exchange, SharePoint, Lync, line-of-business applications and file shares.

Project
The new Project offers flexible service or on-premises solutions for project portfolio management (PPM) and everyday work. Try it in these three versions:

  • Project Online Preview is our online solution that gives you flexible options for achieving strategic priorities while helping your team deliver efficiently from virtually anywhere.
  • Try Project Server 2013 Preview, our on-premises solution to set clear strategic priorities and help your team execute effectively against them.
  • With Project Professional 2013 Preview you can call or instant message right from your project with Lync*—just two new ways to improve collaboration while keeping your team productive and on track. (* Requires Lync Online or Lync 2013, which are sold separately.)

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Visio
The new Visio lets you easily create professional, versatile diagrams that help you organize and make sense of complex information.

  • Create diagrams more intuitively—including new and updated shapes and stencils, improved effects, and themes.
  • Make your diagrams more dynamic by linking shapes to real-time data, and then share them with others via Visio Services in SharePoint—even if they don’t have Visio installed.
  • Simplify teamwork with new coauthoring features.

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Office Professional Plus 2013
For IT pros, you can also try the Office Professional Plus 2013 MSI-based installation, which includes Word, PowerPoint, Excel, Outlook, OneNote, Access, Publisher, and Lync. Note that this is not the Click-to-Run installation used by Office 365 ProPlus and does not support fast streaming installation or side-by-side operation with older versions of Office. In addition, you must uninstall the existing version of Office on your PC to try Office Professional Plus 2013.

Office at Its Best on Windows 8

  • Touch everywhere: Office responds to touch as naturally as it does to keyboard and mouse. Swipe your finger across the screen or pinch and zoom to read your documents and presentations. Author new content and access features with the touch of a finger.
  • Inking: Use a stylus to create content, take notes and access features. Handwrite email responses and convert them automatically to text. Use your stylus as a laser pointer when presenting. Color your content and erase your mistakes with ease.
  • New Windows 8 applications: OneNote and Lync represent the first new Windows 8 style applications for Office. These applications are designed to deliver touch-first experiences on a tablet. A new radial menu in OneNote makes it easy to access features with your finger.
  • Included in Windows RT: Office Home and Student 2013 RT, which contains new versions of Word, Excel, PowerPoint and OneNote applications, will be included on ARM-based Windows 8 devices, including Microsoft Surface.

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Office Is in the Cloud

  • SkyDrive: Office saves documents to SkyDrive by default, so your content is always available across your tablet, PC and phone. Your documents are also available offline and sync when you reconnect.
  • Roaming: Once signed in to Office, your personalized settings, including your most recently used files, templates and even your custom dictionary, roam with you across virtually all of your devices. Office even remembers where you last left off and brings you right back to that spot in a single click.
  • Office on Demand: With a subscription, you can access Office even when you are away from your PC by streaming full-featured applications to an Internet-connected Windows-based PC.
  • New subscription services: The new Office is available as a cloud-based subscription service. As subscribers, consumers automatically get future upgrades in addition to exciting cloud services including Skype world minutes and extra SkyDrive storage. Subscribers receive multiple installs for everyone in the family and across their devices.

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Office Is Social

  • Yammer: Yammer delivers a secure, private social network for businesses. You can sign up for free and begin using social networking instantly. Yammer offers integration with SharePoint and Microsoft Dynamics.
  • Stay connected: Follow people, teams, documents and sites in SharePoint. View and embed pictures, videos and Office content in your activity feeds to stay current and update your colleagues.
  • People Card: Have an integrated view of your contacts everywhere in Office. The People Card includes presence information complete with pictures, status updates, contact information and activity feeds from Facebook and LinkedIn accounts.
  • Skype: The new Office comes with Skype. When you subscribe, you get 60 minutes of Skype world minutes every month. Integrate Skype contacts into Lync and call or instant message anyone on Skype.

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Office Unlocks New Scenarios

  • Digital note-taking: Keep your notes handy in the cloud and across multiple devices with OneNote. Use what feels most natural to you — take notes with touch, pen or keyboard, or use them together and switch easily back and forth.
  • Reading and markup: The Read Mode in Word provides a modern and easy-to-navigate reading experience that automatically adjusts for large and small screens. Zoom in and out of content, stream videos within documents, view revision marks and use touch to turn pages.
  • Meetings: PowerPoint features a new Presenter View that privately shows your current and upcoming slides, presentation time, and speaker notes in a single glance. While presenting, you can zoom, mark up and navigate your slides with touch and stylus. Lync includes multiparty HD video with presentations, shared OneNote notebooks and a virtual whiteboard for collaborative brainstorming.
  • Eighty-two-inch touch-enabled displays: Conduct more engaging meetings, presentations and lessons, whether in person or virtually, with these multitouch and stylus-enabled displays from Perceptive Pixel.

August 18 2011

SharePoint 2010 Document Content Types and Embedded Metadata in Word

In this post we will look at how to create new document content types and insert the metadata fields in the header of the Word Document.

Creating the Content Type

1. Make sure you are in the site where you want to create the content type. Click Site Actions | Site Settings.
2. In the Galleries section click Site Content Types.
3. Click Create.

4. Fill in the appropriate information on the form to create a new content Type. Give the content type a name.
Make sure to select “Document Content Types” on the Select parent content type from drop down menu. Make sure to select “Document” in the Parent Content Type drop down menu. Put the new content type in either an existing or new group. Click OK.

5. Scroll down to the bottom of the new site content type property page to find the columns section. Here you can either create new site columns or add an existing site column. The column will then be associated to the content type.

6. Content types can also have workflow, retention schedules and modified document information panels.

7. Upload a document template to

SharePoint Training