BoostSolutions http://www.boostsolutions.com/blog SharePoint Tutorial, News and Products Thu, 09 Mar 2017 07:56:11 +0000 en-US hourly 1 http://wordpress.org/?v=3.9.17 Import computer objects from Active Directory to a SharePoint list http://www.boostsolutions.com/blog/import-computer-objects-ad-sharepoint-list/ http://www.boostsolutions.com/blog/import-computer-objects-ad-sharepoint-list/#comments Thu, 09 Mar 2017 07:56:11 +0000 http://www.boostsolutions.com/blog/?p=7157 As a IT administrator, I monitor and manage user, contact and computer objects usually. In fact, I store the AD computer objects in a SharePoint list, and update the properties once anything changed. But there are a lot of computer objects and it is a time-consuming process to manage these objects individually. With AD Information […]

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As a IT administrator, I monitor and manage user, contact and computer objects usually. In fact, I store the AD computer objects in a SharePoint list, and update the properties once anything changed. But there are a lot of computer objects and it is a time-consuming process to manage these objects individually.

With AD Information Sync, I can populate the computer objects to a SharePoint list, and easily manage these computer properties. Even better, I can update the computer properties both in active directory and list with one operation.

The following steps illustrate how to import computer objects from active directory to a SharePoint list:

Firstly, create a “Computer Information” list in the SharePoint site you want to use to store the data from Active Directory.

Secondly, configure a profile with following settings:

1. In List section, select Computer Information list.

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2. In Active Directory section, configure the authentications.

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3. In Filter section, select Computer in object type.

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4. In Column Mapping section, select the object attributes and map them to list column.

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5. In Sync Options section, select Create list items when AD items are created option. And select Use the last modified item option under Sync changes from list to Active Directory option.

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6. In Sync Schedule section, select Sync hourly option. This option will automatically sync the computer objects between active directory and list.

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Save the settings and click Sync Now action.

And the computer objects are populated as followings.

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Set ODF as default file template for SharePoint document library http://www.boostsolutions.com/blog/set-odf-default-file-template-sharepoint-document-library/ http://www.boostsolutions.com/blog/set-odf-default-file-template-sharepoint-document-library/#comments Tue, 14 Feb 2017 09:25:13 +0000 http://www.boostsolutions.com/blog/?p=7147 About Open Document Format Open Document Format (ODF) is an international family of standards that is the successor of commonly used deprecated vendor specific document formats such as .doc, .wpd, .xls and .rtf. ODF is standardised at OASIS. ODF is not software, but a universal method of storing and processing information that transcends specific applications […]

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About Open Document Format

Open Document Format (ODF) is an international family of standards that is the successor of commonly used deprecated vendor specific document formats such as .doc, .wpd, .xls and .rtf. ODF is standardised at OASIS.

ODF is not software, but a universal method of storing and processing information that transcends specific applications and providers.

If a supplier does not support legacy file formats no longer, or other software cannot deal with those files, you may lose those contents. With ODF, you can avoid this risk. ODF is an international standard supported by multiple applications, and it can be implemented in any type of software.

With ODF the way you store documents does not determine the software you work with.

Since Office 2007 Service Pack 2, Microsoft has supported ODF (Open Document Format). Before SharePoint 2016, there is no real support for any ODF files in SharePoint. But Microsoft Office applications can open and save to many of the different ODF formats.

In SharePoint 2016, you can set an Open Document Format (ODF) file as the default file template for a library. This way, when someone creates a new file in the library, the file opens and saves as an ODF file. People can choose a program to edit the new file.

How to Set ODF as the Default File Template

Firstly, create or open a file in Microsoft Office Word, ad save the file as an OpenDocument file type (*.odt).

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In the document library, click Open with Explorer.

Enter Forms folder. (If you cannot see this folder, select checkbox before Hidden Items under View ribbon)

Copy or drag the .odt template to this folder. Close File Explorer and return to the library.

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Click Library Settings to enter Settings page. Click Advanced settings under General Settings section.

In the Document Template section, type the template address in the Template URL box.

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You can also set the .ods or .odp file template in the document library.

  • .odt for word processing files
  • .ods for spreadsheets
  • .odp for presentations
  • .odg for graphics

 

Conference

http://www.opendocumentformat.org/aboutODF/

 

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Rollup lists across different SharePoint site collections using BoostSolutions Data Connector http://www.boostsolutions.com/blog/rollup-lists-across-different-sharepoint-site-collections-using-boostsolutions-data-connector/ http://www.boostsolutions.com/blog/rollup-lists-across-different-sharepoint-site-collections-using-boostsolutions-data-connector/#comments Mon, 16 Jan 2017 10:14:18 +0000 http://www.boostsolutions.com/blog/?p=7135 One requirement of our customers is displaying a list from another SharePoint site or site collection. For example, they create several site collections for departments or teams to maintain contents, but they also need to display these contents on one page. There are a few ways to tackle this, and you can try Data Connector […]

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One requirement of our customers is displaying a list from another SharePoint site or site collection. For example, they create several site collections for departments or teams to maintain contents, but they also need to display these contents on one page. There are a few ways to tackle this, and you can try Data Connector (one feature is importing data from external data source to SharePoint list) to solve it.

This scenario will demonstrate how to do this:

In the company, each team has a SharePoint site collection with an Announcement app. The team maintain their own announcements.

This is Announcement list in site collection A.

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And this is Announcement list in site collection B.

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And this is the Announcement list in site collection C. This list is used to show the content of the Announcement app from the site collection A and B.

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And here is how I did it…

1. Login Site Collection 3 as administrator. And then enter Site Settings – Data Connector Settings page. Create first job as following.

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In Direction section, select From external data to list option, which means import data from external data source.

  • In List section, select Announcement 3 in site collection C as target list.
  • In External Data and Authentication section, configure these settings:
  • Select SharePoint 2013 in External Data Type option.
  • Enter url of Announcement 1 list (which locates in site collection A) in URL textbox.
  • Then enter username and password. And verify the connection.

In Column Mapping section, map the columns of these two announcement lists.

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In Run Options section, select the checkbox of Enable ADD operations.

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2. Save the job.

3. Create the second job as following:

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4. Run these two jobs.

5. Go to Announcement 3 list, you will see that announcements of site collection A and B in the current list.

data-connector-8

 

 

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Sync data between two SharePoint lists using BoostSolutions List Sync http://www.boostsolutions.com/blog/sync-data-between-two-sharepoint-lists-using-boostsolutions-list-sync/ http://www.boostsolutions.com/blog/sync-data-between-two-sharepoint-lists-using-boostsolutions-list-sync/#comments Tue, 20 Dec 2016 07:06:03 +0000 http://www.boostsolutions.com/blog/?p=7119 Sometimes, we may have such a scenario. There are several lists on SharePoint site, and they contain the same columns and values. It’s time-consuming to keep the column same manually. We can configure a workflow or event handler to do it, also you can choose a tool to complete it, such as BoostSolutions List Sync. […]

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Sometimes, we may have such a scenario. There are several lists on SharePoint site, and they contain the same columns and values. It’s time-consuming to keep the column same manually. We can configure a workflow or event handler to do it, also you can choose a tool to complete it, such as BoostSolutions List Sync. In this blog, I will introduce how to sync data between multiple SharePoint lists using this tool. There are three SharePoint lists, Project Summary list, Project A list and Project B list.

Project A – This list contains the details for Project A, such Task Name, Status, Progress, Assigned To, % Complete, Descriptions and more. sharepoint-list-sync-1

Project B – This list contains the same fields with Project A list.

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Project Summary – This list contains the summaries about Project A and Project B list, such as Task Title, Status, Progress, Percentage, these fields are same as Project A and Project B lists. And it contains other fields, such as Evaluation and Analysis. To enable Project Manager to track the tasks of these two projects in one view easily, now I want to sync the In Progress status tasks from Project A and Project B lists to Project Summary list.

First of all, I create a profile in List Sync Main settings page. Select Project A list as the source list and select Project Summary list as target list.

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Under Source Site and List section, specify the condition as “[Task Status] is equal to “In Progress””, which means that only “In Progress” tasks will be synced to the Project Summary list. Next, map the columns between these two lists as following.

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And then save the profile. Create the second profile, select the Project B as the source list and select Project Summary as the target list.

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Configure other settings as same as first profile, and save the profile. Finally click Sync Now command of each profile.

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Then, the In Progress tasks of Project A and Project B lists are synced to the Project Summary list as following.

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And now I can edit Evaluation and Analysis columns to fulfill the tasks information.   To learn more features about BoostSolutions List Sync, please visit http://www.boostsolutions.com/list-sync.html

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How to setup metadata navigation and filtering in a SharePoint list http://www.boostsolutions.com/blog/setup-metadata-navigation-filtering/ http://www.boostsolutions.com/blog/setup-metadata-navigation-filtering/#comments Fri, 02 Dec 2016 06:49:48 +0000 http://www.boostsolutions.com/blog/?p=7110 There are several filtering methods in a SharePoint list to help users to find the items which meet the certain criteria., such as column header filter, filter in view, filter web part and more. Metadata navigation and filtering feature was first introduced in SharePoint 2010. SharePoint provides this feature in each list with a settings […]

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There are several filtering methods in a SharePoint list to help users to find the items which meet the certain criteria., such as column header filter, filter in view, filter web part and more. Metadata navigation and filtering feature was first introduced in SharePoint 2010. SharePoint provides this feature in each list with a settings page to allow you to configure a list to use metadata tree view hierarchies and set filter controls to improve navigation and filtering of the list items.

After configuring Metadata Navigation and Filtering settings in the list, the navigation tool will appear on left navigation bar as following.

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To use this feature, you need to activate the Metadata Navigation and Filtering feature in the site.

(Enter Site Settings page, and click Manage Site features in Site Actions section.)

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Then navigate to the list settings page in target list.

Under General Settings, click Metadata navigation settings.

Metadata Navigation Settings page contain these settings:

  • Configure Navigation Hierarchies

Once a metadata navigation is set up in list or library, the view will automatically display the items that are tagged with that term or any of its descendant terms when user click a managed metadata term in the navigation hierarchy. To filter only on a particular term and exclude the descendant child terms, users can select the item again. To clear the filtered, users can select the upper term or root term of hierarchy.

Fields that are available for use as navigation hierarchies include following column types.

Content type

Single-value choice

Managed metadata

Select the hierarchy fields that you want from the available fields and click Add.

  • Configure Key Filters

Selected fields will appear under this list in the Site Hierarchy tree view. Fields that are available for use as filtering include following column types.

Content type

Choice

Managed Metadata

Person or group

Date and time

Number

Select the key filter fields that you want from the available fields and click Add.

After configure the settings, the Key Filters control will appear below the navigation tree, it works in combination with the navigation tree.

  • Configure automatic column indexing for this list

To improve the query performance, it is recommended to select the operation Automatically manage column indices on this list.

 

 

About List Advanced Filter

BoostSolutions List Advanced Filter provides users compatibility to filter any information in SharePoint list or document library using multiple columns.

With List Advanced Filter, you can filter items using complex criteria, such as:

Filter tasks that in a specific period (a week or month)

Filter items which title contains specific text

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SharePoint Co-authoring Feature http://www.boostsolutions.com/blog/sharepoint-co-authoring-feature/ http://www.boostsolutions.com/blog/sharepoint-co-authoring-feature/#comments Wed, 09 Nov 2016 09:55:33 +0000 http://www.boostsolutions.com/blog/?p=7099 When people are working on one document in a SharePoint document library, the SharePoint co-authoring feature makes people collaborate and work easily. With the co-authoring feature, one author can edit his content and another author can edit hers, and they can see the changes of each other in real-time. There are two kinds of SharePoint co-authoring, […]

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When people are working on one document in a SharePoint document library, the SharePoint co-authoring feature makes people collaborate and work easily. With the co-authoring feature, one author can edit his content and another author can edit hers, and they can see the changes of each other in real-time.

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There are two kinds of SharePoint co-authoring, regular co-authoring and real-time authoring. The big difference is that when you will see the changes made by others in the document.

For regular co-authoring, you will see an Updates Available status in document when new changes are made. When you save the document, you can see the changes.

For real-time co-authoring, you can see the cursor location, and what others type on the document. Every changes happen in front of you.

When using co-authoring feature, you should consider these tips:

Disable Check-out: The check-out feature ensures that only one person can edit the document at one time. When a document is checked out, the others cannot edit the document unless it is checked in. So, disable check-out feature in document library if you plan to use co-authoring.

Turn on versioning: Turn on at least major versioning in document library, in case of mistakes or accidents happen during edit document process.

Author permissions: Ensure that all co-authors have the permissions to edit the document.

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Microsoft Ignite 2016 http://www.boostsolutions.com/blog/microsoft-ignite-2016/ http://www.boostsolutions.com/blog/microsoft-ignite-2016/#comments Fri, 16 Sep 2016 10:05:28 +0000 http://www.boostsolutions.com/blog/?p=7093 Microsoft Ignite 2016 is a company’s technology conference with: Hundreds of sessions, more than 100 sessions about SharePoint-related technologies 300+ partners at the expo Future of Microsoft products, such as Azure, Exchange, Intune, Lync, Office 365, Project, SharePoint, SQL Server, Surface, System Center, Visual Studio, Windows, Windows Server and more. Over 20,000 audience Attend the conference, […]

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Microsoft Ignite 2016 is a company’s technology conference with:

  • Hundreds of sessions, more than 100 sessions about SharePoint-related technologies
  • 300+ partners at the expo
  • Future of Microsoft products, such as Azure, Exchange, Intune, Lync, Office 365, Project, SharePoint, SQL Server, Surface, System Center, Visual Studio, Windows, Windows Server and more.
  • Over 20,000 audience

Attend the conference, you can learn about tech innovations and how to maximize them for your business advantage; discover new solutions, there will be hundreds of technology partners ready to tackle your toughest dilemma; connect with tech leaders, IT professionals and technology partners who’ll help you rise to the challenge and move your business forward.

BoostSolutions is a third-party vendor of SharePoint which provides more than 50 products and solutions (covers security, data integration, team collaboration and document management), will attend Microsoft Ignite 2016 as an exhibitor.

We are at Booth #2669, find us and you have opportunity to get a special gift.

We are looking forward to seeing you at Microsoft Ignite 2016.

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Looking Forward to Seeing You on Microsoft Ignite 2016 Conference http://www.boostsolutions.com/blog/looking-forward-seeing-microsoft-ignite-2016-conference/ http://www.boostsolutions.com/blog/looking-forward-seeing-microsoft-ignite-2016-conference/#comments Fri, 05 Aug 2016 10:21:47 +0000 http://www.boostsolutions.com/blog/?p=7090 440+ sessions, 1,000+ hours of content, 300+ partners, what’s next of Microsoft products, including Azure, Exchange, Intune, Lync, Office 365, Project, SharePoint, SQL Server and more, everything you want to know is here, Microsoft Ignite 2016, hold on September 26-30 in Atlanta, GA. And there are more reasons that you need to attend. Learn what’s […]

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440+ sessions, 1,000+ hours of content, 300+ partners, what’s next of Microsoft products, including Azure, Exchange, Intune, Lync, Office 365, Project, SharePoint, SQL Server and more, everything you want to know is here, Microsoft Ignite 2016, hold on September 26-30 in Atlanta, GA.

And there are more reasons that you need to attend.

Learn what’s new of Microsoft products directly from product experts – Julia White, Jeffrey Snover, and Mark Russinovich—sharing their thoughts about what to expect, what you can learn, who you’ll meet, and why you’ll definitely want to be part of it.

Meet great people. Microsoft Ignite is smart people talking tech, everywhere you look. It’s a lot of learning, and a lot of fun. Here’s a glimpse of the many ways you can meet up with Microsoft experts and your peers.

Hundreds of partners from global attend the conference, any solutions or add-ons that you need can be found here, any ideas or requirements can be shared here. You have opportunity to talk with them face to face.

We are at booth 2669 and looking forward to seeing you at Atlanta on September 26-30.

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SharePoint Versioning http://www.boostsolutions.com/blog/sharepoint-versioning/ http://www.boostsolutions.com/blog/sharepoint-versioning/#comments Wed, 08 Jun 2016 10:38:29 +0000 http://www.boostsolutions.com/blog/?p=7083 Versioning is the method by which successive iterations of a document are numbered and saved. A system of version control is useful for documents which are likely to be revised and redrafted and where you might need to keep a record of how the document changed over time. There are some benefits of versioning: There […]

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Versioning is the method by which successive iterations of a document are numbered and saved.

A system of version control is useful for documents which are likely to be revised and redrafted and where you might need to keep a record of how the document changed over time.

There are some benefits of versioning:

  • There is a clear clues about who made changes to a document, when, and what was modified
  • Users always can access the latest version, and still can access the previous versions.
  • Identify the differences between the different versions.
  • You have confidence to delete the drafts.

SharePoint have 3 versioning options:

SV-1

No versioning

No earlier versions are saved.

Create major versions

Save the document versions using a simple versioning scheme (such as 1, 2, 3). The first version of document will be 1.0, and subsequent documents will have an increase of “1.0” in the version number.

Create major and minor (draft) versions

Save the document versions using a major and minor versioning scheme (such as 1.0, 1.1, 1.2, 2.0, 2.1). Subsequent minor version will increase by “0.1”, e.g., 1.1, 1.2, 1.3, etc. Subsequent major version will increase by “1.0”, e.g., the draft 1.3 will become a final 2.0.

To better control when a new version of a document is created, SharePoint provides Check-out and Check-in features. The Check Out and Check In features enable the user to lock and unlock documents to control exclusive access for editing.

Require Check Out feature is a way to control document collaboration, if a document is checkout, other users cannot overwrite it. This feature is not enabled by default in document library, you can enable this feature in Library Settings – Versioning Settings page.

SV-2

BoostSolutions Batch Check In is an add-on which enables users to check-in multiple documents at one time, also, users can bulk check-in documents as a minor or major version or overwrite the current version. It leverages SharePoint versioning, and helps users to manage documents effectively.

Batch Check In is included in BoostSolutions Classifier, which also contains Bulk Properties Editor, Bulk Zip & Unzip, and more.

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A comparison of Out-of-SharePoint and SharePoint Excel Import http://www.boostsolutions.com/blog/comparison-sharepoint-sharepoint-excel-import/ http://www.boostsolutions.com/blog/comparison-sharepoint-sharepoint-excel-import/#comments Wed, 01 Jun 2016 07:16:34 +0000 http://www.boostsolutions.com/blog/?p=7077 If you already have data in a spreadsheet and want to import the data to a SharePoint list. There are several ways to do it on SharePoint. 1. Create a list from a spreadsheet using Import Spreadsheet app on a SharePoint site. 2. In the worksheet, select the table that you want to export, and […]

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If you already have data in a spreadsheet and want to import the data to a SharePoint list. There are several ways to do it on SharePoint.

1. Create a list from a spreadsheet using Import Spreadsheet app on a SharePoint site.

CEI-1

2. In the worksheet, select the table that you want to export, and click Export Table to SharePoint List command on the ribbon.

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3. In an existing SharePoint list, click Open with Access command. And then configure the import steps.

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Also, you can open Quick Edit mode in the list, and copy the data from a spreadsheet to the list.

BoostSolutions Excel Import is another alternative to import data from a spreadsheet to a SharePoint list. This product enables you easily and quickly import data with fewer steps.

This article will introduce product’s main features and differences with out-of-SharePoint.

Create a SharePoint list from a spreadsheet

Using Import Spreadsheet app to create a SharePoint list from spreadsheet, you cannot specify the field type, the columns are set up on the SharePoint based on the type of data that they contain.

But with Excel Import, you can set column types and names before creating a list.

Map fields between SharePoint and excel

When import the data from excel to SharePoint, you need to pre-process and prepare the data in the spreadsheet, and inspect the data to make sure that data was imported as you expected.

Excel Import will map the field between spreadsheet and list, and then import data to the right place as the right format.

Auto import spreadsheet by schedule

After importing the data to SharePoint list, you may need to update the changes from spreadsheet to list.

With Excel Import, any changes will be automatically updated to SharePoint list by schedule.

Export selected data to excel

SharePoint can export data from a list to excel or csv file. But it will export all items or columns.

Using Excel Import, you have more choices, export selected items, selected columns, or selected view. You can export the accurate information instead of all data of list.

Import multiple spreadsheets in succession

SharePoint Import Spreadsheet app imports one sheet one time.

To import multiple sheets, you may need Excel Import, this product can continuously import sheets from one Excel file into a SharePoint list without any repetitive configuration.

Learn more information about Excel Import, please visit http://www.boostsolutions.com/sharepoint-excel-import.html.

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