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Microsoft Office SharePoint Server 2007 Gurus > Kanav's Infosite | MOSS | EPM | SPS 2010 | PROJECT 2010
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Alter User in Database

USE <database>;

ALTER USER <user> WITH LOGIN = <login>;

GO

Features in SharePoint 2010

1 -- Business Connectivity Services.

The Business Connectivity Services (BCS) used to be called the Business Data Catalog (BDC).  It provides access to your external data sources such as databases, external business systems and web services.  Using BCS, External Content Types can be created that allow read/write access back to the external data sources.  External lists, which operate much like normal lists can be created in SharePoint from these External Content Types so you can have access to these external systems right inside of SharePoint.

Client applications such as office or third party applications can also connect to the external data source using the ECT without writing any proprietary code.  There is also an offline caching mechanism, to enable offline access to External Content Types.

2 -- List Validations.

List validations are a very powerful way to validate not just documents but any content before it goes into a list.  This feature improves column property entry, which in the Document Imaging is called indexing or in the collaboration world, often called tagging.  List Validations were very limited in SharePoint 2007, but have major improvements in SharePoint 2010 that can be leveraged:

  • Hidden Columns – This setting is unique per content type, not just by the site column, which makes is very granular.
  • No Duplicate Values – This will enable lists to act like databases, forcing items to be unique.
  • Column Validations – Column validations will force column data to meet conditions before content is added to SharePoint.

3 -- Enterprise Managed Metadata.

The Enterprise Managed Metadata Service allows you to centrally define taxonomies that can be leveraged across farms to quickly classify and find content.  There are two main features of the service, the first being the ability to publish content types to other site collections and farms and the other being the taxonomy term store.

The Taxonomy Term Store allows two new columns to be used in lists.  The first being terms allows a static list to be created and used to validate during data entry.  The second is managed keywords, which allows freeform entry of multiple values using existing keywords as suggestions.

4 -- Search.

Search has certainly evolved since SharePoint Portal Server 2003 as the scalability of the architecture has improved.  You can have multiple index servers and index partitions can represent a portion of the index and live on the query server.  Partitions can be spread across multiple query servers but can also exist on multiple query servers for redundancy and load balancing.  SharePoint 2010 can scale to 100 million documents and FAST search will take us beyond 100 million!

5 -- Remote Blob Storage.

External BLOB Storage (EBS) has evolved into Remote Blob Storage (RBS), and helps provide a more scalable architecture.  RBS allows BLOBS (documents) to be stored in external systems in order to keep the database size smaller and more manageable.  Transactional consistency allows for update capabilities and allows Write Once Read Many (WORM) mode devices to deny a delete or modify operation.  RBS is completely transparent to the SharePoint API so existing custom and third party code will continue to function as expected.

6 -- Audit Trail.

Audit trails are not just for workflow anymore as they were in SharePoint 2007.  The audit trail functionality applies to most events pertaining to documents and it is extensible.  The audit trail can be used to track all scanning events so documents will have a consistent audit trail from the moment of capture until they are archived.

7 -- Document IDs.

Document IDs is a new capability that assigns a unique identification number to a document.  It is embedded with a special URL and can be used to retrieve a document regardless of where it is moved within a site collection.  This is very useful because in many third party scenarios it was very difficult to create links to documents as there was no permanent ID attached to content in SharePoint unless you added the data yourself or used searching scenarios.

8 -- Document Sets.

A Document Set enables grouping of documents belonging to a workflow, project or other similar group together into a single working set.  Document sets allow these documents to have one consistent set of meta data, can be downloaded as single ZIP file and can be work flowed as one unit.

★Features in SharePoint 2010★

Publish the KPI on a Web page

After you add one or more KPI types to the KPI list, you can display the KPI list on My Site, a team site, or any other SharePoint page. In addition, the KPI list is available for use by anyone in your organization who has permissions to access it. You can use one or all of the KPIs that appear on the list.

To display the KPIs, you edit the Web page where you want to display the KPI list and add a KPI Web Part. To display the entire KPI list, use the KPI List Web Part. To show only one of the KPIs from the list, use the KPI Details Web Part.

Add a Web Part to a page

  • On the page where you want to add the KPI, click Site Actions, and then select Edit Page.
  • In the zone in which you want to add the KPI, click Add a Web Part.
  • In the Add Web Parts dialog box, in the All Web Parts section, under Dashboard, do one of the following.
    • To insert the entire KPI list, select Key Performance Indicators.
    • To choose one KPI from the KPI list, select KPI Details.
  • Click Add.

Labels: EPM, MOPS 2007, MOSS 2007, Project Server 2007

OOTB Workflows

MOSS 2007 OOTB Workflows

The MOSS 2007 out-of-the-box workflows include:

  • Approval: Routes a document for approval. Approvers can approve or reject the document, reassign the approval task, or request changes to the document.
  • Collect Feedback: Routes a document for review. Reviewers can provide feedback, which is compiled and sent to the document owner when the workflow has completed.
  • Collect Signatures: Gathers signatures needed to complete an Office document. This workflow can be started only from within an Office client.
  • Disposition Approval: Manages document expiration and retention by allowing participants to decide whether to retain or delete expired documents.
  • Group Approval: Similar to the Approval workflow, but uses a designated document library and offers a personalized view of the approval process(es) in which a user is participating. This workflow provides a hierarchical organization chart from which to select the approvers and allows the approvers to use a stamp control instead of a signature. This solution was designed specifically for East Asian Markets.
  • Translation Management: Manages document translation by creating copies of the document to be translated and assigning translation tasks to translators.
  • Issue Tracking: Manages the issue tracking process by creating tasks for Active issues assigned to users who own to a given issue. When the task related to an issue is complete hence resolving the issue, the creator of the issue is assigned a review task so that the issue can be closed.
Preserve MetaData

There is a drawback to open a Document Library in Windows Explorer view  and move multiple documents to other folders/libraries because the document’s properties get updated in the process (Date/Time, Modified, Modified By). This also applies to copying list data in data sheet view from one list to another.

To move the contents of a Library or List and preserve the item’s metadata/property values within the same site collection:

  1. Create a blank destination List or Document Library.
  2. You don’t have to worry about recreating custom fields. Move process will create the necessary.
  3. Site Actions > Site Settings >> Go to the ‘Site Content and Structure’ page.
  4. Navigate to your source List or Document Library and mark all the items that you would like to have moved.
  5. Then click on Actions >> Move
  6. You’ll then be prompted with a pop-up that will let you navigate to your destination List or Document Library.
  7. After you select the destination, press the OK button.

By this method, all of the document properties/metadata while moving list items or documents from one location to another should be preserved.

Kanav's Weblog @ MOSSGurus.com !!

To share information, news, issues, related articles and updates on Microsoft SharePoint Technologies, use the email link below. To publish the self experienced issues, observations, and related content articles can be emailed to info@eppmsolutions.com

Thanks

Kanav Gupta

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