Folders have issues in SharePoint. Not only do they require clicks to drill down, but they make migration to new versions of SharePoint difficult and expensive in hours required to migrate them. Plus they make Administration & reporting more difficult. Not only do you have to extend your reach in admin or for reports, search into those lower subfolders by specifically naming them or aiming at them, but you have to make sure they are somehow accommodated to identify them and the source.
Far better is to use Document Sets and make those folders into metadata that can be used to categorize and organize your data. Keeping it in flat files makes administration far easier too. And then there is the migration of that list or library. Too many times I have spent many extra billable hours migrating subfolders or creating reports on those subfolders that would have been unnecessary in a Document Set.
So what is a Document Set? It is a method of relating files together, making them appear as a set even if they are coming from different libraries. They share metadata, can be edited and managed in one screen. They even appear similar to folders but without the folder icon.
It is at least as easy to create a document set as it is a folder. Merely click on New item and the drop down menu includes Document Set as an option (see apps as additional options below). If you need sub folders though, you may be forced to use the dreaded folders anyway and just pay a consultant the extra hours to migrate them or create reports around them.
Unfortunately, you cannot create document sets inside a document set. But with planning and organization you can keep everything in document sets. You just have to figure out the name of the set and add metadata (column names) instead of folder names. Then use Group By to categorize it. Of course you can then have sub groups, so it would appear as names with plus signs next to them to open them. With Group By, you can have multiple levels of sub groups. This is built in the view.
Document Sets are easy to use and very easy to administrer. They are not that different formf olders so their is not a great paradyme shift to confuse users. The fact that they can span libraries is immensely useful.
Opening a new document in Excel or PowerPoint instead of Word
Have you noted when you click on Add new document, you get a Word doc? What if you want Excel, or PowerPoint or something else? They can be added with a couple steps.
To make the app available w/a blank file, go to Site Settings and click on Site Content Types. See if the app is already listed under Custom Content Types or Document Sets. If not, click on Create New Content Type. Give it a name (something original like “Excel” for Excel). Check that the parent type is set to Document Content Types. Change Parent Content Type to Document. Check that Existing group is set to Custom Content Type. Go to Advanced Settings. Upload new document template. Click on Choose File button on the right side (read only and update all should be selected).
Go to the targeted library that needs the content type. Go into Library – Library Settings on the ribbon. Make sure Content Management is allowed (turn on in Advanced Settings). Under Content Types, click on Add from existing site content types. Select from the list and click on Add. Click Ok to create the content type. It should now appear in the Files – New Document pull down. Do this for each app like Excel & PowerPoint.
For Document sets, merely add it under Document Set Content Types – Document Sets in Site Content Types and it will automatically appear in all Document Sets as an option to create a new document..
Make it visible on the New Document button: Go to the library where you need the different app type and go into Library Settings. Under the Content Type section (make this available in Advanced Settings, set to Yes). Select Add from existing content types. Select the Content Type and click Ok.
You should now see the new apps in the pull down when you click “Create new document”. No need to add them to each library or document set.
Voila! No need for stinking folders! Of course, if you require sub-folders, well, bite the bullet and add a folder by drag & drop or “Create Folder”. Sometimes life is just full of lemons. Some things are just unavoidable and folders still have their uses. Hope there is lots of sugar for that lemonade.
SharePoint and Office 365 is anything but easy to use. To add more complexity I have found clients who were sold their Office 365 by another consulting firm. These firms often buy the site collection getting the admin in their name or some name they neglect to make very clear to the client (manuals! put them in a library, duh). So when it comes time to perform some global administrative configuration changes, no one can tell you the global admin credentials.
The client looks at you like you’re speaking in an alien tongue and fearing they’ve been somehow shorted by the previous consultant. This can be remedied by contacting the previous consultant or working with Microsoft to get the credentials, but it usually requires the purchaser of the site (and who is currently receiving the monthly billing statement) to receive the credentials and pass them on. Whoever is receiving the billing statement is a great clue, even if they do not know they are the global admin! This happens with Finance department who only worry about the finances and not IT admin.
In 2010 external access used to be handled in Business Connectivity Services (BCS). In Office 365, it is in the Global Administration or Site Administration where you set up email, user licenses, and Lync.
Office 365 Global Admin has all kinds of neat things to configure (see notes for federating your on-premise Lync server below). These include the usual configuration of adding\reducing licenses, changing users, and domain settings. You’ll find external users and Lync configuration in the “Service Settings”. In order for a user who is not a currently licensed member of your site collection to access a file or library, you have to turn on external access.
Go to the Global Admin menu clicking on the top menu bar as shown.
The Admin menu has many cool things to configure as shown in the following image.
Let’s activate external access first (see image below).
Enable external sharing for SharePoint Online
By default, SharePoint Online does not allow external users. To enable the potential for external users to be invited to any of the site collections in your environment, do the following steps.
- Sign in to the SharePoint Online Administration Center.
- On the home page, click Manage Site Collections.
- On the Site Collections page, click Settings and then click Manage External Users.
- In the External Users dialog box, click Allow.
- Click Save.
After you’ve set the SharePoint environment to allow external users, site collection administrators can activate the External user invitations feature for their individual site collections to enable invitations to be sent to external users. After the feature is enabled for a site collection, anyone in the SharePoint site Owners group or anyone with site collection administration permissions can send invitations to users. See the image.
Activate external sharing for a site collection
After the SharePoint Online environment has been set to allow external sharing, site collection administrators can choose whether or not to allow external users to be invited to sites in their site collections. Use these procedures to allow external sharing for a site collection.
- Sign in to the site collection for which you want to enable external users.
- On the site collection home page, click Site Actions, then click Site Settings, and then under Site Collection Administration, click Site collection features.
- In the Site Collection Administration Features page, under the list of features, for External user invitations, click Activate.
After you’ve activated external user invitations for the site collection, anyone in the SharePoint Owners group or anyone who has site collection administrator permissions can send email messages to invite external users and then assign them appropriate permissions to access sites.
You can activate Lync and set it to work with (or federate with) external users.
Clicking on them changes the menu on the right. Here I have set up external communication and turned recording ability on.
Setting External access for sharing and Lync will allow you to work with non members of your site. This is especially useful with Lync for meetings, calls (with or without video), chats, desktop sharing, and other collaboration efforts.
Now that Microsoft owns Skype, you can expect to to see these services integrate in the near future. Some integration is already possible, but it is a little clunky and does not show presence. As always, a Microsoft account is required. This can be as a member of an Office 365 site collection, Microsoft messaging, email Outlook and other Microsoft products Needless to say, I am still a little confused, but isn’t that typical with Microsoft users?
On premises SharePoint (server(s) onsite) requires a little different setup effort.
Here is an article on how to configure Lync 2013 and Skype federation.
Here is a rather thorough article on configuring your Lync server for external federation.
Basically it takes looking at the server settings and your firewall. Plus the person you are trying to connect with must also be setup to allow external federation. This is pretty simple with an Office 365 site, more difficult with an on premises server or farm. Suffice to say there are many things to research to understand how to make a simple connection in Lync. But with Skype and Office 365, it is becoming a little easier!
Thanks for reading my ramblings. I hope this helps!
Thanks to Veronique Palmer for these tips!
With one week left before most people go on leave, chances are most people are working all that hard anymore. We’re all too tired and ready for a break. If you don’t really feel like doing your day job, why not do some annual maintenance on your team sites?
1. Go to All Site Content and check what’s dormant. If something hasn’t been touched in months or years, delete it. At the same time, check if all the descriptions are in the lists and libraries that are left, and if not, put them in.
2. Check all the Announcements on each site; add a thoughtful Christmas message and your leave dates if you’re the primary site administrator. Make sure old announcements have expiry dates on them.
3. Check all your how-to’s and user manuals, are they up to date? Make a list of what to update in January, or do it now if you have the time.
4. Add “last updated” date to the top of each Site Page (for SharePoint 2010 users). It’s a very handy way to see instantly when content is getting old and needs a review.
5. Check your permissions – are the people that should have access still there, or have a bunch of passer-by’s crept in.
6. Evaluate the navigation – is everything still structured for optimal navigation? Or could your site do with some streamlining? Consolidate links and don’t duplicate them.
7. Check that you don’t have any documents checked out to you. Check them back in unless you’re planning on working on them over the holidays. Let people know if you are going to do that.
8. Update your My Site profile. Are all the details still correct? Add any new skills you acquired. While you’re at it, go update all your social profiles.
9. Check the List Templates under Site Settings. If you’ve got a ton of custom lists and libraries that have been saved throughout the year, delete the ones no longer needed.
10. Do a final site stats – extract annual stats to see what the activity has been like. If the uptake it really good, tell someone. Well done you. Make a note of trends and do more of that next year
I recently read an article that stated something like 80% of all hiring decisions are misguided. The same stat holds true for hiring contractors. In fact, this fact has been consistent for many years in study after study. Such studies are usually conducted by psychology types and they make some very good points. Most companies have to adjust the position’s responsibilities to fit the new hire’s skills and even then the retention factor of new hires is alarmingly low.
So why does it happen with such scary frequency? I suppose it is human nature, given how frequently I see or hear of ill-advised decisions by most human beings. Is it a human quirk to make poor decisions? Is there a common factor that ties all these poor decisions together? Perhaps. Humans have a knack for viewing everything through their own prejudiced filters, whether they admit them or not. Very few can avoid making a gut decision upon first laying eyes on a person (that’s when 50% of your judgement is made). A good book I recently read (Blink by Malcolm Gladwell) states that we should rely on our first gut instinct and where people go wrong is they insist on looking deeper, investigating further and that is where they go wrong. Unfortunately, most hiring is done on gut feel rather then a true evaluation of skills, character and accomplishments. I’m not saying that is wrong, but then we try to justify that impression. Granted, it is very hard to judge how a person will fit into your team, but I wonder if you really should rely more on that first few minutes of meeting the prospect to make your decision.
For example, as a consultant, I am judged by big past accomplishments, by my resume and how much experience I have rather then the reputation for my smaller, often highly praised successes. The fact that I’ve been developing SharePoint sites for 5 years , albeit shallow and no code, is far more relevant then my highly touted successes as a Project Manager, Architect and trainer because I’ve only done a half dozen of those adding up to mere months in some cases. The fact that past clients absolutely rave about “McGyver like” solutions, amazing “Reagan like” people management skills, and other soft skills, they’d rather look at how big the past sites were, how long did they last (is a long, slow project “better” then a fast, well managed job?).
Also the fact that I’ve been sidelined by a few surgeries in past years makes me appear unreliable. Yet my greatest successes came while recuperating, in pain/discomfort and pressing hard to get it done even though I was obviously not feeling well. I suppose, in some eyes, that can be seen as working well under great pressure. I know I do well in emergencies. I don’t like them, but I do well. I am also gruffer, more direct, less tactful, more pragmatic. Basically I get things done when under pressure. It is when things are going along at a well-planned pace that I cannot seem to think clearly or operate at the top of my game. Hmmm, perhaps I should be an ambulance attendant or a similar role in IT. Not sure I want that because it is hard on my ulcers.
It sure gives me something to think about though. I know that I have far better days being productive when I am busy dealing with challenges then when I have little or, worse yet, nothing to do. I have trained several people in SharePoint and all of them out earn me now. Yet they come to me when the wheels come off and I, being the nice guy that I am, help them fix it, usually as an unpaid, behind the scenes adviser. They look good and get the promotion/raise. I get a nice pat on the back.
I really do have to stand up more for myself. Unlike most companies my hires usually go on to success. I guess, unlike most companies, I judge correctly somehow. I know I promote, encourage and foster good work. Too bad it’s almost always under the radar. Maybe one of my hires will reach CIO/CEO before I hit retirement age and I will see a payoff. I hope so. I need to fund that retirement somehow.
I don’t know about you, but I and my team seem to have problems remembering how Lync works.
Lync is a powerful online meeting tool for sharing desktops, having audio/visual meetings, giving presentations, or just sending a quick immediate note via the chat tool. But getting into meetings seems to be problematic for just about everyone I’ve talked to.
For example, if we use the 32 bit version of IE and try to enter a meeting, we can”t get in as a presenter, only as a guest. By copying the URL from the meeting in the calendar to the URL bar in IE64, we get right in as presenters. Sending people invitations, can cause a similar problem. But if we default to IE64, we have logout issues (with a workaround here thanks to Matthew McBride at SharePoint Solutions).
First time implementers of non-server Lync often find a problem connecting to the Lync. Sometimes it is because they have not been granted a licensed membership in the SharePoint site. Other times they do not have a LiveMeeting account. Yet other times….well, you get the idea. Microsoft has more than a few ways to get things done. It’s discovering them that can be maddening.
So, solutions. First, if you are a member of the site and have gone through the login-password change process AND launched Install Lync from the left hand menu, you should be able to launch right into your Lync session and keep it up in the background for those times people want to send you a chat or request a spontaneous meeting (something Lync does very well).
If you are not a member, you will note the email/calendar entry has an option for First Time using Lync. Launch this install drivers and pointers that help Lync well, link up! This often takes you in as a guest, but don’t worry, the presenter should have some power to make you presenter if the need arises.
The other option (that I find extremely unreliable) is to use the Lync webpage for setting a meeting. It almost always sets everyone up as presenter and then you’re stuck.
I have looked around quite a bit and found no one has written anything on the Lync process. Maybe all the experts and Microsoft think Lync is so easy that it is unworthy of a “How-to” article. I wonder what they think of the users who are baffled as they remain unable to use Lync. If you are listening, MSFT, (or other experts), how about it for us who are slow or just too busy to play with Lync to master it?
Caladan Consulting, Inc.
I read a great post by Sean Williams at Fool.com and it got me to thinking of the changes I foresee. Most of these are his but a few are my own. Here are some technologies I see greatly changed by 2020:
Robotic cars will take over most driving - Google’s robot cars have proven incredibly reliable and safe. In fact, the insurance industry has note the safety record of robot cars so vastly exceeds humans that I predict they will charge huge fees for human driven cars and give big discounts for robotically driven cars. Who knows, maybe even a discount for proving you do NOT have a driver’s license!! The government will have no coice but to go along given the huge difference in safety between robotic & human driven cars. This might be more of a 2025 change, but make no mistake, it is going to happen.
Digital Phones will dissappear - As Sean said,c’mon, you saw this coming, right? Look at your smartphone. It probably has better resolution then your old digital camera. Plus it can do movies!! This is one reason Eastman Kodak bit the dust (one of a dozen may I add) and is another reason why it’s crucial to pay attention to camera display sensor companies like OmniVision Technologies (Nasdaq: OVTI ) that are driving camera innovation in devices from both Apple and Samsung. With new smartphones sporting 8MP cameras, and resolutions increasing yearly, why wouldn’t digital cameras go extinct? Also note the incredible amount of research being done with smartphones. Everything from 3d holograms that will float above your phone (using Microsoft’s Metro motion sensitive technology by the way), to reading brain waves to control your smartphone (or perhaps we should start calling it a “smart assistant”?).
USPS will go the way of the dinosaur - The postal service failed to make a required $5.5 billion payment to the postal union earlier this month as they posted a loss of $5.2 Billion. Sooner of later the government is going to have to bite the bullet and shut the USPS down. As Sean so adroitly noted, FedEx and UPS have a few years to figure out how to pick up the slack and take over mail delivery. But the USPS will join it’s own Pony Express as ancient history by 2020.
Energy Drinks will be banned or tightly controlled – Sean hit this one on the head. I know this is heresy to many teens and 20 somethings. But sooner or later the FDA will put a lid on this “drug” that so many rely on. Currently the FDA is concentrating on burying the tobacco inductry, but sooner or later they will take on energy drinks.
Credit Cards will be replaced – I have to add to Sean’s prediction here. Credit card companies are seeing a decline in their customer base as people slowly move to Near Field Communication technology, or NFC. First customers tried to move to debit cards, but the credit card industry was able to get the government to add fees that made them somewhat expensive. Perhaps they see the writing on the wall as consumers will continue to move toward a more convenient form of paying for their Latte. With NFC proving to be more safe, quick and convenient, you can bet this technology will grow inte future. VISA, Master Card, American Express, et al, had better have plans to make the switch. So far, only companies like Dolby Laboratories (NYSE: DLB ) and NXP Semiconductors (Nasdaq: NXPI ) are positioned to take advantage of the switch as they are pushing ahead on research and manufacturing on this technology. NOTE: This is ALSO based on smartphone technology! Hint – this is where you should be investing – companies like Apple, Nokia, HTC, Samsung, etc.
The United States gets dethroned as the pre-eminent superpower: Another Sean prediction. Though some disagree, the United States’ days as the world’s most important nation are numbered. That doesn’t mean the U.S. won’t hold its lead in innovation and manufacturing, but China is well on its way to dethroning the U.S. in countless other categories. China already lays claim to the world’s leading manufacturing output, energy consumption, and steel usage, and should, based on its current trajectory, easily surpass the U.S. in total GDP, retails sales, and imports by 2025. Simply put, people will be looking toward China to dictate global growth in the future first, not the United States.
Yes, the world is changing. Are you paying attention? Are you ready???
After a 4th large client postponed their large SharePoint project last week pending Congressional action on extending the Bush tax cuts, I am beginning to sense a trend. Could Congress’s failure to extend the tax cuts cause additional slowing of the economy? After reading James Rickards Currency Wars (Read a review by Forbes magazine here), I am concerned this tax break vote will impact the economy and directly effect my business. Rickards talks about how going off the gold standard has destabilized currencies and economies. Even more interesting is his assertion that historically, everytime a government has raised taxes, economies have slowed down and visa-versa. Rickards explores economic history in depth, basing his arguments on past currency wars such as the one after WW1 between several European countries and the U.S., and why currency wars are a lose-lose situation.
In short, Rickards’s main argument is that countries around the world are devaluing their currencies in order to boost their exports (domestically produced goods and services will be cheaper for foreigners) thereby increasing their GDP. However, such actions will frequently be met by mutual currency devaluation by other countries or by some protectionist policy such as tariffs. Therefore, countries will gain a temporary advantage until other countries retaliate, the end result of which will be: inflation brought on from currency devaluation, protectionism and the halt of free trade, thus – wealth destruction. And in a worst case scenario, an outright military conflict. (Another good question: Is the US going the way of Japan? Perpetual high debt? Japan carries a huge debt load).
Rickards also talks about the last great boom during the Reagan years. He attributes that boom to the lowering of taxes, despite the inflation that went along with it. He insists that raising taxes ALWAYS leads to economic decline and lower taxes to growth. What he does not address is that along with growth we get inflation. As was mentioned above, I found Rickards’s thesis to be well argued and backed with plenty of historical facts. An engaging book, especially his two scenarios as the only possible results. Either we continue raising taxes and end up in a catastrophic economic war (or military war) that makes the credit collapse look mild by comparison, or we (and other nations) return to the gold/silver standard, and see the dollar rise form the ashes to a new golden era of growth. A fascinating read and very exciting, even if I do not agree with everything he posits as the ONLY possible results.
Several knowledgeable people have written predictions that I think are more grounded in reality such as Prof. Lawrence White, of George Mason University, in his excellent Making the Transition to a New Gold Standard as published in freebanking.org. Also check out the similar analysis so well explained in gold standard advocate Lewis E. Lehrman’s 2011 The True Gold Standard. Still, Rickards makes some intriguing points that are hard to dismiss completely as they are well researched and very plausible.
But back to how the tax cut extension effects my business. If companies are indeed holding back funds for potential tax increases and postponing or cancelling growth, then should I plan on lean business pickings for the foreseeable future? January through March were boom months as companies quickly moved ahead with projects that had finally been approved after the same kind of waiting game by financial officers and executives to be sure they had enough cash on hand for potential taxes and/or another economic slow down. There is no questioning that companies have been building up their cash positions to be better prepared for slowdowns than they were when the credit crisis hit in 2008. That crises took many by surprise and they were forced to trim staff which further exacerbated the rapid growth in unemployment numbers that have haunted the current administration (though we know economic climate is often a result of the previous president’s policies).
Still, there is some light at the end of the tunnel as 5 potential clients have moved ahead with large projects, so I won’t be checking into the local homeless shelter anytime soon and I can probably keep my 2 employees, though I won’t be hiring the 2 new ones I was hoping to add this year. Are you listening economists and Mr Obama? My hiring or laying off employees is very probably directly tied to this tax cut extension. You want more jobs, you have to lower taxes to give companies more funds to hire employees and grow with new projects. Here’s hoping Mr Rickards is offbase about the black and white scenario he paints for the world’s economic future.