Category Archives: SharePoint

Configure Reporting for SharePoint and Project Server 2010

Prerequisites: Installed and generally configured SharePoint 2010 Enterprise edition. SQL Server 2008 R2 Enterprise with reporting services installed and configured either locally on the SharePoint Server or on a separate server. Install the Microsoft® SQL Server® 2008 R2 Reporting Services Add-in for Microsoft SharePoint® on your SharePoint server Download it here: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=b3bebf9d-d86d-48cd-94e2-0639a846be80 Once you servers are prepared with the prerequisites above, you can now start setting up reporting. First begin with SQL Server Create a new group called WSS_WPG under … Continue reading

Add a Usage Agreement or Disclaimer Pop-up Message to SharePoint or Project Server

Scenario: You need to display a message that will alert the user that just logged in that s/he is about to access a restricted site OR you need to display a Usage Agreement without the use of a pop-up window. Problem: In SharePoint or Project Server there is no option to force a message to appear. SharePoint and Project Server rely on Windows authentication and calls a local built-in login API to display the login screen. Unless you are using … Continue reading

How to Isolate a SharePoint Site to a Single OU in Your AD

Say you have a SharePoint site that pulls information from your Active Directory that has multiple OUs in its structure. Your AD could look like this for example: Domain: Company.com OU1: Accounting subOU: Users Usernames OU2: Executives subOU: Users Usernames You have created this site for your Accounting department but when they try to add people to certain sites within the SharePoint site you find that when a search is made for others in the Accounting department, you are able to see … Continue reading

SharePoint Prompts with Multiple Login Requests

This issue can be a real annoyance but is a relatively easy fix.                   Method 1 : Add to Trusted Sites Add the URL of your SharePoint site to the Trusted zone. Tools > Options > Security > Trusted Sites Enter the website name (URL) in Add this website to the zone. Acceptable URLs  can be portal.company.com or *.company.com  NOTE: If your SharePoint site is NOT using SSL, make sure you uncheck the box Require server verification … Continue reading

Exporting a SharePoint site (with data) from one Site to a new Site

Creating a template (with data) from an existing site.               Click on the link to your Site in the left hand column. We’ll use Wiki as an example. Click on Site Actions and select Site Settings.                Under the column named Look and Feel select Save Site as Template.              Give the template a filename(no spaces), a template name (The will be the name that displays on the site), then check the Include Content box. OK To complete  After you … Continue reading

How To Change Folder-level Permissions — SharePoint

1.  Login to SharePoint with a user who has full control. 2.  On the left hand Menu select the Document Library you wish to make the change in. (ex. Shared Documents) 3.  Select the folder or File that you want to change permissions on and open the dropdown menu to the right of the folder name. (ex. Test) 4.  From the drop down box select Manage Permissions. 5.  Remove any users you do not want to have access to the … Continue reading

Deleting Document Library From SharePoint

1. From the quick launch menu, select ‘Documents’. 2. Select the document library you would like to delete from the list of libraries. 3. Click on Settings, and then select Document Library Settings. 4. Under the ‘Permissions and Management’ column, select Delete this Document Library. 5. You will be prompt to assure you want to delete the document library. Select ‘OK’. 6. Done!

Creating a CRM Dynamics server with SharePoint Portal

You can use either Microsoft Office SharePoint Portal Server (MOSS) 2003 or 2007 or Microsoft Windows SharePoint Services 3.0 to create a dashboard to display essential Microsoft Dynamics CRM data for your users. In this example, you will learn how to use SharePoint Portal Server and Microsoft Office FrontPage to create a dashboard to display a chart of the top open opportunities and their projected revenue. This type of integration shows the value of bundling products such as SharePoint and … Continue reading

Add PDF Icon to SharePoint

Download and install Adobe Acrobat Reader 8 on the server from: http://www.adobe.com/support/downloads/detail.jsp?ftpID=2611 Add the PDF file type to your search index (note that this has to be completed for each index, i.e. each Shared Service) Open your Search Settings – SharePoint 3.0 Central Administration – SharedServices1 – Search Settings Select File Types Click Add File Type Enter pdf in the text box (labelled File extension) and click OK Download the PDF icon (select ‘small 16 x 16′) from: http://www.iconarchive.com/category/application/adobe-family-icons-by-deleket.html Give … Continue reading

Uploading SharePoint Templates to WSS and MOSS

Download WSS/MOSS Templates Download the WSS/MOSS site templates Note: Templates with the STP extensions can be uploaded directly in SharePoint’s ‘Site Templates’ page in Site Settings. Templates with WSP extensions must be added to the server side via stsadm command. Uploading STP Extension Templates to WSS/MOSS 1.       After downloading the template package to your PC, log into a SharePoint site. 2.       Select ‘Site Settings’ from the ‘Site Actions’ rollover menu. 3.       Select ‘Site Templates’ from the Galleries column. 4.       Select … Continue reading

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