Like on almost everything in life, there are different opinions on using site collection quota.

In his blog post “Controlling Sites Sizes with Quotas” Michal Pisarek proposes to use Site Collection Quotas and they should be one of the first things to be considered in your SharePoint Governance plan.
I do agree with him, but I also firmly disagree.

Why don’t I agree with the obsessive (IT) need to implement Site Collection Quota?

During a workshop I was delivering to the business key stakeholders for a SharePoint project (it was a workshop to gather business requirement for a SharePoint implementation) the topic of quotas presented itself. Without telling or asking anything about quota, the business representatives came up with this question. Technically it is not a question because the is no question mark in the sentence, it was more like a proposal or even a requirement.

“If our Enterprise IT strategy directs us to use SharePoint and use this tool to share files between countries and continents then we don’t need (read want) quotas.”
(They were at this moment not able to share information on file shares easily between different countries since file share servers are hosted in the office or country where the files were primarily stored)

Now, from an IT perspective this is a NO-GO because IT wants to (draconic) keep control on disk space consumption and storage capacity planning.

So my response to that was (I was also surprised of this statement, but understood exactly what they meant) asking them on how they can assure that only relevant information will be stored in their sites.
That old, outdated content will be removed. You know, people tend to start cleaning up disk space when they run out of it. And how can we make sure they will not have (too much) duplicates in their sites. And that’s for me the part where governance enters the discussion.

So what is a possible solution?

My solution is not just 1 solution. It is a combination of different solutions that can fulfill the business requirement (the need for “unlimited” disk space and freedom just like they now have on their file share) is not to use Site Collection Quota (or use a very big quota) and define content types (something you should always do on your SharePoint sites)

After defining the content types, you can configure retention policies on these content type. Just to make sure that legal documents don’t get deleted, after 2 years. And you probably don’t need to have your minutes of meetings available for 7 years in the production environment.

An extra step (and maybe a highly recommended one, although  I’m lacking real life experience with this as we speak (Jan 2012)) is that this retention policy actually moves files out of the SharePoint SQL database into another system. Like a tape or a BLOB. There are tools available on the market where you can do storage optimization and create rules that will move documents (or versions of documents) to a BLOB. So you offload these document from the underlying SQL database to alternate tiers of storage like a SAN. This will benefit the sizes and numbers of content database, but it is also a good thing for search and indexing. If you can keep the relevant content in your content databases lower, by off loading these files to BLOB, the overall performance of your database will not decrease (or decrease less) compared to when you keep all these files in the database.

Delivering Business value or loosing control over disk space capacity?

My point of view is that these solutions provide value to business users. Even though IT people will most probably freak out on the thought about not defining a quota, when you define the technical governance correctly and have the proper tools (like Docave Storage Manager from AvePoint  and Storagepoint from Metalogix) you’ll be able to provide a trustworthy solution.
Defining and configuring site collection quota requires less effort then defining  enterprise wide content types, retention policies combined with offloading the SQL server.
But I think it is worth it.

 

I also heard from the president of the BIWUG  that the #SharePint will be organized with actually pints :-)
So no #ShareCola or #ShareMinutemaid but actually real Belgian beer, hence a real #SharePint!

Doing a SharePoint project in a multilingual environment can be tricky. In this BIWUG session we will focus on how the new MUI (Multilingual User Interface) allows for multilingual collaboration scenarios.  We will show you how MUI and the SharePoint variations framework relate to each other.  Next to showing the out of the box features we will do a deep dive for developers explaining how to use the MUI framework in SharePoint custom solutions. The session will wrap up with some best practices and pitfalls as well as a round the table discussion to exchange ideas. 

<Update>

I heard there are some books that need a new owners. #bookGivaAway with special thanks to WROX.

</Update>

Agenda:

18:00-18:30 – Welcome and snacks

18:30-19:30 – SharePoint MUI – Part I  (Speakers: Andy Van Steenbergen & Joris Poelmans)
19:30-19:45 – Break
19:45:20:45 – SharePoint MUI – Part II  (Speakers: Andy Van Steenbergen & Joris Poelmans)
20:45 – … SharePint!

I hope to meet and greet you all there.
You can use the link here under to register.

 

During this session I want to give the attendees a different view on Governance. Most probably (and hopefully) a view they didn’t thought at before. Yes, I’m talking about the softer side of a SharePoint deployment.

This is the sessions abstract : Stop thinking about features features features when talking about governance. When designing governance for a SharePoint implementation, a lot (not to say all) energy and words go out to technical stuff, SLA’s and not to the things that define the business value. And the business value is not only a perfect technically tuned and performant SharePoint farm (if that even exists).

This evening will start at 18:00 in the offices of Microsoft (Leonardo Davincilaan 3 , 1935 Zaventem).
If you are interested in this session and haven’t subscribed yet, it can get tough to get in. 74 people already registered for this session and it’s sold out.

 

There are 2 easy ways to do this. (I only discuss solutions without having access to a console on the server to execute STSADM command, nor use solutions that required Visual Studio). Besides these 2 options, you could also execute an STSADM –export of write custom code.

1. Create a template from your library with content
2. Create a template from your library without content and move the content using explorer view.

Method one has some restrictions and side-effects. First, the content of the library cannot be more than 10 MB. This limit is in most cases very restrictive, and therefore not the best solution. Also, you can do this only once, since every year the content will change, and you might not want the have a document library template in your template gallery for every year.
You can change the maximum value (10 MB limit) via “stsadm -o setproperty -propertyname max-template-document-size –propertyvalue xxxxxx” (xxx being the size in bytes). But hen again, (power)users don’t have acess to the console, so I don’t consider this an option.
We would also have an issue with the item level security since item level security is not maintained in a template.

The second solution is in my opinion a better, more flexible and stable solution.

1. Create a template from your library using this procedure:

Settings > Document library Settings > Save document library as template
Under the Permissions and Management > Save document library as template

Fill in File name, a Template name and a description for your template, and don’t select Include content. The Template name is the name that will appear when your want to create a document library.

That’s all for the creation of a document library template. This template will now be available when you create a new library or list and appears in the List Template Gallery at http://mySharePointSiteURL/_catalogs/lt/Forms/AllItems.aspx

1. Create a library based on the new template

The next step is to create a new library based on the template we you created in step 1

In the Quick Launch, click on View All Site Content (or click on Site Actions/View all Site content). This will direct you to the /_layouts/viewlsts.aspx page and shows and overview of all Libraries and lists in your site.

Click create and select the templatename (the one you created in step 1).
Fill in the Name and description and other information.
Once this library is created, validate that all columns exist. (via Document Library settings)

Open the newly created library in Windows Explorer View and open the document library with the source in Explorer view

Then select the documents that you want to move, (using Shift or CTRL and click the documents) and drag them to the destination library.

That’s it.

 

My session will cover this topic: “SharePoint Governance: Stop thinking about  features features features when talking about governance. When designing governance for a SharePoint implementation, a lot (not to say all) energy and words go out to technical stuff, SLA’s  and not to the things that define the business value. And the business value is not only a perfect technically tuned and performant SharePoint farm(if that even exists). ”

Feel free to join me at 16:00.

Communityday 2011

 

Requirements:
We have a list, where users can fill in a request to increase the quota of their site. The governance has decided that the IT department is responsible for the capacity, hence they need to be the approver of this request.
When a request has been approved, it should receive a unique approval number. The rest of the process is not relevant for this blog post.

Solution:
By using a combination of the ‘created date’ and the list item ID we can create a unique number. It was not required to use sequential number (was even preferred not to do this)

Setup:
In the custom list there are a lot of columns, but these are the once I have used to calculate a unique value for the approval number

Workflow variables:

ApprovalCalc : Text
ApprovalNumber: Number

Actions

In Nintex I created a Math Operation. It is configured to do “(Listlookup Current Item Approvalpart1) + (Listlookup Current Item ID)”.
This will result in having a number that is formed by  the number of days of the creation date (based on December 31 1899 being value 1) added with the itemID.
This value will be stored in the ApprovalCalc variable.
Then we have a build dynamic string action that build a string “STS- {WorkflowVariable:ApprovalCalc} and stored this value in the ApprovalNumber variable. (IT people wanted to have a prefix STS-).
The next action updates a list item called Approval_Number with the value of the ApprovalNumber variable and then other actions like sending emails and creating tasks is executed.

 

I then edited the list in Datasheet and found out that Nintex is using other numbers then SharePoint (or the Workflow Foundation) does.

Apparently Nintex uses these status indicators:

 

When you work with documents there are some best practices, and it will make yours and your colleague’s collaborative life a lot easier when you follow these simple guidelines. In this post I’ll try to explain what you better try to avoid when you work with documents and SharePoint. Whenever it is possible, I also advice you what to do

1. Give your document a reasonable filename, avoid long filenames.

Use the TITLE field in the office applications to give your document a title (and subtitle and keywords, .) The title column can be used in a view in a library. You can get to the document properties by clicking on Office Button/Prepare/Properties. (Office 2007). This is metadata that is stored with the document, and will remain in the document (even if you exchange this document via e-mail, via an external hard drive …)
The filename cannot be longer than 128 characters. (and that is IMHO far beyond reasonable)
You cannot use any of these characters: ” # % & * : < > ? \ / { | } ~ 

2. Don’t use spaces in your filename.

While it is allowed to use spaces in your filename (and maybe it seems even logical to do so), don’t use them if your file will end up (or is born on) SharePoint.
When you use the “download a copy” functionality, SharePoint will replace the spaces with an “_”. This might (will) result in inconsistency when you upload the “same” file again, since SharePoint will see this as a different file (since the filename is different).
I recommend using a filename with Capitalization style naming guideline. For instance: the document “Overall governance model.docx” would be named “OverallGovernanceModel.docx”

3. Don’t store the version as a part of the filename, but use the build in versioning functionality.

SharePoint has a built-in versioning system. You can work with major (published) versions, and minor (draft) versions. Of each of these two document types, you can store a numbers of versions that are kept. Watch out, each version is saved, not only the delta between 2 versions, and this counts to your Site Collection Quota. (Example: you have a Word document with a size of 2 MB. When you keep 5 Drafts this will result in storing (and consuming) 10 MB.
So, don’t call your document “NewUserAccountProcessDRAFTv1.docx”, but “NewUserAccountProcess.docx” and use versioning setting in your library.

• You can enable views on your library to display the version number.
• You can enable the version number to be displayed in a Word document.

4. Use SharePoint as a Document Management Platform.

And I mean Platform, not just a secondary file storage location.
The file stored here is the ”one version of the truth”. This is your starting and ending point. DO NOT send this document to people, but send links to the document. This way you’ll keep just 1 version of the truth

Use the Out Of The Box workflows to

• Collect feedback
• Make sure your team knows how to work with documents (Check Out, put comment in the document directly (Track Changes), Check in), and that they can complete a workflow task from within the document
• Get a document approved (Approval workflow) (same here, you can approve/reject the document from within the Office Client)
• Publish major versions

5. Use Metadata

Use metadata to assign other properties to documents, so it can be easily identified, sorted- or grouped by. I would like to refer to a post on “When (not) to use folders”. (this post is currently not posted yet).

 

1. The first thing you need to do is to add a Content Editor WebPart
   
2. Click on Site Actions and then on Edit Page
   

1. Select the Web Part zone where you want to display the map
   
2. Scroll down to the Miscellaneous section and select the Content Editor Web Part and press ADD
   
3. Then click on the Edit / Modify Shared Web Part
   
   
4. In the right part of your screen the you’ll see the Content Editor Web Part details. You can set your own title in the title field under Appearance. Now you have to copy the code of your google/bing map into the webPart. Click on Source Editor and the editor will popup.
   
5. Paste your source (which you can find somewhere on the google of bing page (mostly under embed in website) Copy the HTML code
   1. For Google :
      
   2. For Bing:
      

You can of course customize your map by clicking the customize and preview link.

1. Paste the HTML code in the Editor and click on Save
   
   
2. Then depending on ‘where’ you created this page, you need to click on Exit Edit mode in the right corner (under Site Actions) or Check in and Share Draft on the top of the page

Note: If you are doing this from within a HTTPS site, you will get a popup when you access this page to inform you that some information that is displayed isn’t secure and it will ask to display the secure data. If you select yes here, the map will be displayed, of you choose no, it won’t be displayed.

 

My current setup. We’re working with MOSS 2007. There is a site collection with a root site, let’s call it rootsite. Under the rootsite, there are several subsites, let’s call them subsite1, subsite2, ….
The members of subsites will only have access to their subsite. We can say that the subsite=registrant (so metadata hereunder)
In the root site I have a list. Let’s cal this list registrations. This list has several columns (metadata) Registration date,
Registrant, visible4all, material, unit,…

• Registration deadline (date)
  
• Registrant (lookup to a list called registrants)
  
• visible4all (Yes/no)
• material (single line of text)
• unit (single line of text)
• ,…

What would I like to have.

On a subsite, I would like to have a page with a view on the registrations list in the rootsite. The filter should be : Show items where (registrant=xxx or visible4all=Yes)
I created a dataviewwebpart to get that data. This will give me a list with all the registrations for that registrant. (I added the filter in the DVWP in the common dataview tasks) In this list I would like to use some extra filtering. For instance, I would like to filter on material, and would like to be able to filter even more , for instance on unit. (so the existing filter of the DVWP would be filtered on material, and then on that filtered data I would like to filter a unit) When I want to use the filter possibilities in the DVWP I click on DV properties (in SharePoint designer) and select Filter

This gives me a lousy implementation of the filter possibilities (click on filter, then select a filter). But entries appear multiple times in the dropdown list of that filter (for instance, when material wood is used in multiple entries in that list, it would appear multiple times in the drop down box). This results in a highly user-unfriendly way to filter data.

I installed the instantfilter from Jaap Vossers. I thought this would be a great solution, but the users say they don’t know the filter values by heart, hence they can’t use a system like this. They would really like to pick something from a dropdown box or something.

So, the actual question:

What possibilities do I have to setup a decent filter in the DVWP? A decent filter system would be something that you have by default on a document library or a list. Other solutions are also welcome. (must say, I rather new to XSLT and Jquery, but I’m a good searcher and am awarae of the CTRL-C/CTRL-V keys of my keyboard J, and until now, I most questions I received coud be solved with other things than Jquery and or “copy-pastable Jquery” stuff ….

Suggestions are welcome in the comments, but if you need some more rich text, you can email me at . When you email me, I will do my outmost best to make an overview and create a blog post with the answers.

 

I didn’t document my shipping list for 2010 so I can’t do a retrospective, but I’ll not make that mistake twice. So for all my loved ones, all people that know me, and also all readers of my blog I will have a shipping list for 2011. But it will be a SMART Shipping List. SMART stands for

While I know not my whole shipping list will be SMART, I’ll try to create an as SMART as possible list.

Participate more in the SharePoint Community

By creating blog posts, tweeting, present at the BIWUG. This is a continuous process and is easily measurable by the number of blog posts and presentations I delivered. I would like to present the first time at the BIWUG before the summer holiday.

Find and have more peace of mind.

While I understand and realize this is a really difficult objective, I have put it on the SSL. I would really like to have more peace of mind, and need to rebalance my work life with my family life. This will not be easy since I will participate more in the community and insist on participate more in my family life. I’ll know when I have more peace of mind when I’m more relaxed, happy in life and not too stressed. And I would like to reach this by what I will (try to) ship in 2011 Valentine’s Day.

Lose some weight and do more sport.

I would like to weight around 73 to 74 kg again (that’s about 161 lb). My current weight is around 76 kg (167.5 lb) now. To get that result I’ll eat healthier and will start running again. This year will not be a marathon-running year, but I would like to set a good time for 10 km (6.2 Miles) by September. And that good time would be around 50 minutes.

Get certified CMAS 2* diver

There is a relation with the previous objective and this one. Although you don’t need a real good condition, I see that if I look at a lot of other scuba divers, I’m pretty sure that it will help. My target date to have the certification is September, but I must assure myself that I’m a 2* worthy before summer holidays.

Read more books.

This year I would like to read 1 book every 3 weeks. I might read more, at least that’s what I hope, but I set the limit of 1 book per 3 weeks to have a achievable objective. I consider audiobooks also as a book and since commute quite a lot (about 3 times a week for 2,5 hours), this seems like an achievable target.

Do a SharePoint 2010 project.

While I’m working on a very interesting project at this time (preparing the global deployment and starting up SharePoint governance) in the chemical sector, I would like to do a SharePoint 2010 project. The timeline is very clear, it has to be this year, and I mean to start it, not to deliver it.

Get back on the GTD train, be more productive.

While I am convinced that GTD (Getting Things Done®) is a very good system to manage my actions, I fall of the train regularly. This year should be the year that I stay on board and actually become a good GTD practitioner. I’ll do my best to stay on board by rigorously do my weekly review since I discovered this is my weak point. I’ll perform the weekly review every Friday after lunch. A part of this weekly review is cleaning up inboxes, so an extra sub-objective is to achieve on a regular base #inboxzero.

 Use Bing as a default search engine.

While Google rocked for ages, Bing seems to be a good alternative. So starting this week, I am using Bing as my default search engine. I will force myself to use Bing for at least 1 month.

 

Here is a screenshot of what I would like to have (or something similar) :

Update1

After Marc D Anderson commented with how to figure out where to place and calculate the week. This is the screenshot what happens to your date picker after you enabled the “Show week numbers in the Data Navigator” in your sites Regional Settings. So the answer to these questions is somewhere in this screenshot J

 

The reason I started talking with the current board members was because I was a little disappointed in the content of the sessions. Just like Microsoft, BIWUG is focused on developer and IT PRO’s. and actually even a little more on developers. The actual members are also mainly developers and IT-PRO’s. And they also work for consulting or outsourcing companies, so this makes it a select group of IT professionals. While SharePoint is so much more then developing and administrating. See also my blog post Why Microsoft is wrong in their SharePoint bring to market approach.

So instead of just complaining, I joined BIWUG together with Peter Cattersel and our mission is to start a third track next to SharePoint development and Administrating tracks. We currently name it Information Worker track, but it might be renamed to Knowledge Worker track or Functional track. We are also going to try to broaden the members of the user group. We would like to have more functional consultants joining BIWUG and also business (super)users.

What is going to change? Peter and I created a list of topics that we think should be presented during on of the BIWUG sessions, and most probably we will deliver some sessions ourselves. We will also try to find channels to reach to the SharePoint customer base in Belgium, and I’m silently hoping Microsoft is willing to help us with this. I know they have a GREAT marketing department in Belgium and I think we might collaborate very well without exchanging customer names and contact details :-). There are also some structural things I would like to change in the BIWUG organization, but I can’t disclose that in a blog post.

In a meanwhile, since this is the first time for me that I engage myself to a user group, it will require some personal organization and if other user groups would like to share experiences, best and worst practices, PLEASE DO SO. You can comment in this blog, direct message me on Twitter or if 140 characters is not enough, you can email me directly at .

 

Since it is almost Christmas I decided to create a reading list to inspire people, and to have a quick overview of available reading material on SharePoint 2010 and related product. So if you’re partner is into SharePoint, you might find a last minute Christmas present in this list.

I have organized the books in 3 levels. The fist one are books for non-developers and non IT-PRO. They are high level SharePoint, organizational or quit generic. The second one are books for IT-PRO’s, and the third one are books for (power)users of SharePoint but also related software like Office 2010 and Infopath. I don’t have a chapter dedicated to development books, since I don’t know really much about development, hence I can’t add these kinds of books to my ‘wish list’.

SharePoint books for non-developers or IT-PRO’s

SharePoint books for IT-PRO’s

SharePoint 2010 and related products for the (power)user

 

On Thursday 16/12/2010 a slide from an internal presentation at Yahoo leaked out on twitter. The slide was posted by Eric Marcoulier, co-founder of MyBlogLog, another service that is listed in the Sunset column.

From that Thursday a lot of initiatives were started to save delicious, because word was out that Yahoo would close it down. A Facebook group was created, the twitter hashtag #savedelicious was born and numerous online petitions were setup and signed by thousands of people.  (Twitition by 853 and act.ly by 4174 at this moment).

Then Friday Yahoo replied official on the delicious blog.

- No, we are not shutting down Delicious. While we have determined that there is not a strategic fit at Yahoo!, we believe there is a ideal home for Delicious outside of the company where it can be resourced to the level where it can be competitive.

Actually what Yahoo explains here, is that they bought delicious some time ago, didn’t pay appropriate attention to it (not a lot new features were added) and they would like to get rid of it.

So, delicious will continue to live for a while, but I am looking for alternative and will post about my alternative and why I choose it.

 

Anyway, for everybody who didn’t attend Tech-Ed Europe, or who would like to see sessions (s)he didn’t follow, there a lot of presentations and sessions available online at the Tech-Ed website.

SharePoint and Office specific presentations can be found via this link : http://www.msteched.com/2010/Europe/Tracks/OfficeSharePoint

Or an overview of all sessions : http://www.msteched.com/2010/Europe/Browse

Have fun watching these presentations and I hope you learn some things :-)

 

1. A Incoming Email enabled discussion board (disboard@collab.company.com)

   

2. A Lotus Notes mailbox (mailbox@company.com) Email Client with a rule to forward ALL documents to the Discussion board, hence auto-forward everything to disboard@collab.company.com
    

When we send an email from Lotus Notes directly to the discussion board, it worked perfect. The mail is delivered once and displayed like it should be.
When we use the forwarding rule in Lotus Notes, the (forwarded) email is delivered 3 times as you can also see in the screenshot.

At this point I was puzzled and started troubleshooting. To test the pure email forwarding functionality, I created a extra forwarder for all documents to my @hotmail.com email address. This worked fine, the (forwarded) email was delivered once into my hotmail inbox. But on the SharePoint site, these mails were delivered 3 times. I noticed when I opened the "triple entries" that the subject had another identifier.

One of the other 2 subjects displayed nothing extra, and the second had 1736 attached to its "subject".

Of course I was thinking about issues with this forwarding mechanism, and more specific the communication between the SMTP servers,(hence the Domino server and the SMTP connecter of the IIS servers) so I decided to do extra test so I can exclude (or point out) SharePoint as the cause of this issue.
I created a email enabled Document library. When I initiated tests to this Email enabled document library, the test results were all as they should be, even when using the auto –forward rule from Lotus Notes to this Email enable Document library. The email was delivered to the SharePoint Document Library once.

So my first thought of this being a problem with the Domino server got redirected to SharePoint, more specific the settings of my Email enabled discussion board. I compared t
As I noticed when sending a mail directly to the Email Enabled Discussion Board, the original email was saved as an attachment. The emails that appeared 3 times, did not had any attachments, except the original email who got attached to the item….

So, after changing the Save original email setting to NO, it worked just fine.

I tried to create a schema of this, so It would be a little more easy to understand:

 

The pre-conference workshop was delivered by Dan Holme ( and the topic was : “SharePoint Collaboration Masterclass”. It was an interesting session with a few new items for me but it definitely triggered some ideas.

Dan talked about the “administrator jumpstart”. Basically he explained which accounts you better create (actually you’ll need them) before you start installing and configuring SharePoint 2010. Also it is a best practice to use Powershell scripts to install and configure your farm(s). Especially when you have an Acceptance, Pre-Production and Production environment, by scripting the installation and configuration, you can be sure that they are installed and configured the same way. Another interesting point he mentioned, was that the Cumulative Updates are handled differently in SharePoint 2010 then in SharePoint Server 2007 (MOSS 2007). Now, when you have SharePoint server 2010 installed, you don’t need to install the CU OF SharePoint Foundation prior to the installation of the CU for SharePoint Server. So you can install the SharePoint Server CU directly. This will save some time and reboots.
Also, when you don’t configure the outgoing email settings, all the features that use this (like alerts) will not be activated on you sites.

After the first break, the subject was Creating the Collaboration Application. Interesting to hear was this advice. Don’t use (or configure) Claims Based authentication, unless you are really sure you will need/use it.
Dan also mentioned that it is a best practice to use A record in your DNS server setting and not C Names.
When creating your top level Site Collection, the Publishing Site might be a very good choice if you would like to brand your sites. (via the masterpages). The publishing site has more masterpages ‘installed’ and this would make it easier to apply some custom branding on these sites.  Oh yes, of course when you used the Publishing Site template, you will not be able to create a subsite other then another Publishing site,unless you activate these Site templates in the Look and Feel section / Page Layouts and Templates. You can access these pages via the Site Settings.
Today, there were no sacrifices done to the Demo Gods, so some of his demos didn’t work well. Like the one where Dan would show how you can adopt users by creating shortcuts in the Network Locations. But he explained it pretty good.

After Lunch Security was the topic. Claims based authentication can store extra attributes  or properties, so you can use these properties to target content . (For instance country)
Dan also told you don’t need to extend WebApplications anymore when you want to use multiple authentication providers.
Another best practice explained. To allow a user (even a visitor) to see a certain site in his or hers Mysite, you can create a new “default” group. You give this group very restricted permissions on the site, and you add ALL the site users to this group (besides the other groups like members or visitor). By doing this, these users will see the site appear in their MySite. Oh yes, small remark, this will only work with individual user rights, not when adding an Active Directory group.

Dan also gave a demonstration of the Office integration and SharePoint, but again, the demo gods weren’t our friends.

After the break, Dan talked, while you could really see him fighting his jetlag, about the Remote BLOB Storage . What I remember and noted was that the default RBS (Filestream provider) can only use local drives, and that you can also use AvePoint DocAve extender for this. A good advice was that when you use SQL backup, you should also backup your BLOB location manually. This is not needed when you use the backup procedures in Central Admin, and I presume third party tools will also tackle this.

The last topic was Managed Metadata and the Taxonomy living together with the Folksonomy. Dan also showed the metadata based views and filters.

We had a really nice chat after the session, with some additional Q&A, and then I went out to diner with Marcel Franke. Because diner took more time then I thought, I wasn’t able to attend the DIWUG session.
Arriving back at my hotel I saw Karine Bosh (MVP and also known for some of us as ‘The CAML girl’) and I sacrificed myself to go out for diner with her, although I just drank a few Grimbergen beers, but we had a really nice conversation about SharePoint, U2, Phil Collins and job satisfaction.

 

When I was searching for some Nintex video’s on Youtube, I found this very nice video of Mike Fitzmaurice explaining with his well known and recognizable voice what Nintex Workflow 2010 is.

For the readers who are not familiar with Nintex workflow, it adds a drag-and-drop workflow designer, connectivity and advanced workflow features to the Microsoft SharePoint document management and collaboration platform, empowering business users and IT Professionals alike to quickly and easily automate business processes; from a simple leave approval request, to complex integration across external applications and data sources.

The slogan of Nintex is “Worklfow for everyone™” and if you ask me, that’s what they bring

I would like to add or emphasize a really important reason why Nintex Workflow is IMO “better” then a custom development workflow. Release management. When a Visual Studio workflow is ready for production and a WSP (SharePoint Solution) file is produced, you have to go to he release management procedures and processes, and they can be quite hard with SharePoint.

The moment my SharePoint 2010 environment is up and running , I will start to experiment with Nintex Workflow 2010, and if time allows me, I’ll even post about that :-)

 

Since a few years I execute the job of SharePoint consultant. SharePoint seems to be one of the most successful product, maybe even the most successful product Microsoft has launched. Then why should a guy like me complain about that Microsoft is wrong in their bring to market? They probably earn billion$ with SharePoint. And they should, because it is a great product! But at the end of this post, in the quote you can see my worry.

During the SharePoint Evolution conference SPEVO held in April of this year, my memory was refreshed of something that was said during one of the analyst sessions in the SharePoint Conference 2009 (SPC09) in Las Vegas.
The SPEVO was actually the SharePoint Best Practices Europe Conference, but because of the launch of a new version called SharePoint 2010 there were not a lot best practices to share on SharePoint 2010. BUT the organizers of this conference really got the message I’ll talk about in this blog post. They organized a IW (Information Worker stream) In fact, they organized even 2 parallel streams. Well done Steve Smith!

During a session from Symon Garfield, he explained why 70% of all projects fail. There are several reason, like unclear requirements, scope changes. If you take £SharePoint,  one of the main reasons is that a SharePoint project can’t be driven only by IT. SharePoint is a business driven product. IT can install, deploy and support it, but it can not solely drive it toward long term success.
You also need to have a good user adoption plan, and some corporate guidelines (let’s call them governance) to make sure that when people really start using SharePoint, it doesn’t get a maze where you can’t do or find anything. If you take a look at the Microsoft Press books, about 99% of the SharePoint books are technically focused. There is a lack of business side books. (Thank you Michael Samspon for representing this 1%)

During that analyst panel session at SPC09 there was a discussion about having a third pillar next to the Developers  and IT PRO’s. The name was not specified, but lets call this group Functional people, or Functionals.  For me, but also for all SharePoint projects in general, I thought that was good, no even great news.

But until now, nothing has changed. From Microsoft’s opinion you are or a developer, or an IT PRO.There is no new group. Or you write code, or you have access to Central Admin.

Take for example the Ignite Sessions. They are organized for IT Professionals and Developers, but not for Functionals. Even with such a huge release of  SharePoint 2010, where a lot extra power is provided to PowerUsers, and it very important to have that link between Business and IT.

Or the Microsoft SharePoint 2010: Developer and IT Professional Learning Plan.

In my first conversation with Karine Bosch (a Belgian SharePoint MVP) right after a BIWUG session  we were talking about what we did in the SharePoint world. When she explained what she does I replied, “Oh, you’re a code sh|tter”, without being disrespectful. That’s good because we need SharePoint code writers (you can also read developers)  to cover non ‘Out Of The Box’ functionality , When I explained what I do, I summarized it with “I’m a document sh|tter”. And We also need them (I guess). Actually that’s also what Karine confirmed.

That’s why (I would say) in my humble opinion that Microsoft is acting wrong. Until now, they don’t provide any special documentation or support for these Functionals.  Besides some sales and marketing information on how SharePoint will make your organization more productive, there is no specific information for the Functionals. They are just twilights.
And they should pay attention to this, because otherwise SharePoint might become one of these “Oooh darn, it’s a SharePoint” applications.

That’s also why I am so happy that guys like Michael Samspon, the author of Seamless Teamwork, a book on using SharePoint from a business perspective, Raymond Dux Sy , the author of SharePoint for Project Management: How to Create a Project Management Information System (PMIS) and Paul Culmsee take a different approach on SharePoint. I will do my best to provide useful information like these guys do in their blogs, webcasts, … That will be my way to contribute to the grey twilight zone that Microsoft can’t fill.

On the other hand, I must admit that I know a few, but just a few guys that are good at coding, have a good knowledge of the the Out Of The Box functionality of SharePoint and are able to talk to the business and translate their requirements to SharePoint functionality. These are the golden egg chickens…

But to conclude, what I’m also trying to explain is that Microsoft, and the Microsoft partners will be judged by their clients (the business) based on the return SharePoint gives to the business, not on it’s nice technical gracefulness.

Just for the record, here are my my questions to Microsoft.

What are your intentions to this issue? (When)Are you planning to setup a functional stream?

 

Michael is the author of the book  Seamless Teamwork: Using Microsoft SharePoint Technologies to Collaborate, Innovate, and Drive Business in New Ways, which I recently received from Combined Knowledge (many many thanks for that Zoé and Steve). I would recommend this book for everybody who is interested in empowering people and team with SharePoint.

But I don’t post this just to talk about this book. The reason I write this post is because Michael has launched a survey on Site Closure. And The survey will close on friday July 9th. So this is yet another last minute post…

His next book, SharePoint Roadmap Governance Themes, greatly expands on the governance chapter in SharePoint Roadmap for Collaboration. Two themes have been explored to date — Site Creation Rights, and User Adoption Strategies — and there are reports available on both of those. The third theme for investigation is Site Closure Policy. In other words, what do you do with SharePoint sites when their useful life is at an end, however you define that?

As with the previous two reports, there’s a survey. If you have involvement in setting governance decisions for SharePoint at your organization, please take the survey now.

Respondents who complete the survey will receive a free copy of the research report, due for publication in July 2010.

The survey closes on Friday July 9 … so please do it now!! Thanks.

 

You can easily reuse a List or Library, with or without its content. For instance, you have created a survey and you would like to re-use that survey (maybe several times a year, but this doesn’t really matter, you just want to reuse it) without having to input all questions and eventually branching again. The same thing may apply when you Webcast want to reuse a Document Library or a List with several columns.

It’s quite easy to reuse a list. In the following procedure you will see some screenshot how you can do that. I have also created a Webcast.

LINK HERE

This is my initial setup:

I have a survey called: Users satisfaction.

In this survey there are several questions, and some questions are branched. (This means that depending on your answer, you well go to a specific question instead of the next question)

• The first thing you need to do is save the List/Library as a template

• To create a new List/Library based on this template: Click on View all Site Content and then create and select your Template.