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European SharePoint Conference Day 1

After a goodnight sleep and almost an hour of traffic we arrived at the Estrel Hotel. We were ready to attend sessions hole day and soak up information. The opening session from Bjorn Olstad gave us a refreshing view on the meaning of SharePoint as a platform and how most delegates agreed on that. At 10.00 we kicked-off with John Kleemans session on “Measuring Social Learning in SharePoint with Assessments”. His interactive presentation was a good start of the day. Especially his view on learning and forgetting curves and the 70:20:10 Framework by Charles Jennings. After John it was up to Jan Tielens’ session on Office 365. His perspective on the presentation was based uppon busting the ITPRO myths. Topics like management, public sites, enterprise features, user profile synchronization, Exchange and Lync past the review. Where most administrators or ITPRO’s stay on premise because of management, administration, off-premise storage and so on is out of their hands, light was shed on all topic and Jan tried to convince them otherwise. Also the possibilities and limits of custom code, PowerShell and sandboxing were addressed. The possibility to connect the Office 365 cloud with your own Active Directory for a full user import really lifted some weight of my shoulders. Not having to create every user again, but the ability for each user to logon with their own domain account in the cloud is a great feature. With all this together I think working in the cloud is ‘a thing’ for the small and medium sized companies. A full-size corporation would most likely still want to keep their data and application on premise. I’m glad Jan Tielens mentioned that as well. Before lunch I attended Rafal Lukawiecki’s presentation on BI, or as he called it PI. He planned on putting 90 minutes of content in 45 minutes time. So from the start till the end it was a rapid flow of information. All methods of BI came to pass. From the most popular Excel to the yet to be released PowerView. The PowerPivot review with his endless (over 100 milion rows) Excelsheet gave a excellent view on the possibilities and performance. Even with those amounts of data his virtual machines had to trouble generating calculations and filtered views in a matter of a second. The PivotViewer review got the crowd pretty worked up due the awesome animations of the pictures he showed. For Centric that is a everyday thing of course. Wait till they see our ‘Faceboek’! Other ways to gather and filter data where based upon the Bing Maps data connector and the SQL Reporting Services Report builder. His graphical demos were a good example on the possibilities of these tools. In the afternoon it was up to the best practices for SharePoint Enterprise Search by Agnes Molnar. The session was pretty straight forward and the shown options and points of attention were basic information. A few points on federated search are up for further research, but all other were pretty much known information. In the for last session of day 1 I went for Peter Viellefont’s session on templates. I expected some more on planning and structure on the basic business templates, but it turned out to be a sales pitch. So not much learned there. Last but not least we attended Matthew Hughes’ demo on “SharePoint branding from start to finish”. His demonstration on changing the look and feel on a site by using SharePoint designer made it look easy enough! He gave a few ins and outs on how to change headers, footers, the ribbon, menu’s and logo’s by using a custom masterpage and a style sheet. If he can do it in about 30 minutes I could at least put in an hour or 2 of effort to give it a try myself! Ending his session with the quote “I’m not an expert but I can do stuff” gave a nice touch to his demo. Day 1 is done and 2 more yet to come. See you tomorrow!

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Metadata Library View in SharePoint 2010

Posted by andre | Posted in Managed Metadata, Nintex Workflow, SharePoint 2010 | Posted on 28-02-2012

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With SharePoint 2010 Managed Metadata was introduced as a new feature, but with all new features they have their limitations. One of the major limitations of using metadata in a library is that a metadata column filter cannot be applied to a term group but only to a single term. This is because a filter on the metadata column cannot use the “Begins With” or “Contains” operators.

Today I was working on a project for a customer who wants 12 different views on a single library to sort the related documents. The document types in this library has to be grouped in the 12 categories and a view has to be made for each category.

With the limitations at hand I looked at copying the metadata text from the column to a hidden plain text column. The column filter could then be applied to the “Single line of text” column. I made a Nintex workflow to copy the term to text, which all seemed to go okay.

After a few user tests I seemed that issues occurred when a document was checked in, cause then no changes could be made to the file. So I adjusted the workflow to first check-out the document, but to those who already checked out the document received an error and after adding a “Condition” the workflow locked the file when it was waiting for the check-out status to change.

So after a few errors and conditions the workflow turned from a simple ‘text-copy-workflow’ to a full-grown state machine.

What the Nintex Workflow does is check if the file is checked out, if not then the term is directly copied to text. If the document is checked out the State Machine will start and it will pause for 1 minute. After every pause the document check repeats and it either waits again or changes to the 2nd State and copies the term to text.

This way a document is never locked by the Nintex Workflow, the user or the system.

 

 

Thanks for reading.

Special thanks to Jim van Leeuwen.

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