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Lesson learned about SharePoint 2010 Crawl Schedules…

We learned an interesting lesson today about scheduling incremental and full crawls in SharePoint 2010.    Background Info One of our customers receives about 2,000 “transactional” documents per day.  These documents are automatically routed into SharePoint and they originate from three sources: Fax documents that are received on a fax server Paper documents that captured by a centralized scanning team Internal systems that auto-generate PDF files   Because these documents are needed to drive critical back-office processes, users receive notifications within some of their home grown applications as documents arrive.  As part of the process users need to review other related documents along with the new documents.  Therefore, as each new document is received, users perform metadata driven searches in SharePoint to retrieve the new documents along with older documents that may be related to the new documents.   Because this back office processing is time sensitive, we schedu ...

(Almost) Everything you need to know about editing PDF files stored in SharePoint! (Part 1)

  Other than content created from Microsoft Office, one of the most common file types stored in SharePoint is PDF, with most people using Adobe Reader to open and view PDF files from SharePoint.  Since Adobe Reader is free, this approach works just fine for “read-only” scenarios.  But what happens when users need to edit PDF files?    Editing a PDF file’s metadata can be challenging because SharePoint’s “Edit Properties” feature does not display the document, requiring users to go through extra navigational steps to look at the document before they can edit the metadata.   Adobe makes it challenging to edit PDF files that are stored in SharePoint, even if you have Acrobat Pro.  Acrobat users commonly go through a clumsy workaround that allow users to edit PDF files from SharePoint: Open PDF file in Adobe Acrobat and modify PDF pages as needed Use File>Save As to create a local copy Re-upload PDF back into SharePoint either with the same name or a different name   ...

Recap of SharePoint Saturday Phoenix – November 23rd, 2013

Just got back from SharePoint Saturday Phoenix; It was a great event, so I wanted to post a brief recap of my experience.  This was my 7th SPS as a speaker.  Hershey technologies was also a Silver Sponsor and Neal Fischer attended to man Hershey’s table in the exhibitor room.   Here is how the event went down…   Speaker Dinner The event started off with the speaker dinner Friday night at the Rustler’s Rooste, an authentic country/western steakhouse.  Fortunately, Neal and I met up with Naomi Moneypenny (@nmoneypenny) and Christian Buckley (@buckleyplanet) at the hotel.  Christian was cool enough to take us all in his rental car to the restaurant, so we didn’t need to take a cab.  The food was outstanding (and in HUGE quantity).  We met up with other speakers, including old friends like Owen Allen (@owenallen) and of course the event organizer Eric Stoltze (@estoltze).  It was one of the mellower SPS speaker dinners I’ve attended and we got back to our hotel pretty ...

Automatically Generated Managed Properties in SharePoint 2010 and 2013

  This purpose of this article is to look at how SharePoint 2010 and SharePoint 2013 Search can automatically create new managed properties when end-users create new metadata columns in their libraries and content types.  So if you’re reading this, I assume you must already know a bit about SharePoint Search, how to configure your Search Service Application and a bit about Crawled Properties and Managed Properties.  However, I’ll provide little background info first…   Crawled and Managed Properties Crawled properties are metadata (such as InvoiceNumber, VendorId, or OrderDate) that are extracted from documents and SharePoint columns when the Search service performs a crawl. However, crawled properties are the internal representation of this metadata.   To enable users to search on this metadata, we need to create managed properties that are mapped to the crawled properties.    Now there’s lots of great background documentation from Microsoft on Crawled and Manage ...

SharePoint 2010 Administration Service must be running for solution deployments to work

  Recently, I encountered a frustrating experience upgrading a custom web part on SharePoint 2010 farm.   In my case, the farm has two Web Front End servers (not load balanced), let’s call them WFE1 and WFE2.  I needed to upgrade my web part from version 3.0 to 3.1.  So I ran PowerShell’s Update-SPSolution command on WFE1 to update the solution containing my web part.  After running the PowerShell command, I logged onto a site using the URL for WFE1 and confirmed that my web part was updated to v3.1, but when I did the same from WFE2, I found my web part was still using v3.0.   Looking in the Solutions Management page from Central Admin, I found my that my solution was still listed as “Scheduled For Deployment”, so I waited a bit to see if perhaps some timer jobs just hadn’t fired off yet.  After 15 minutes or so, the solution was still scheduled for deployment, and at this point I determined that the issue needed some troubleshooting.   Initially, I assumed the ...

Wiki page editing improvements in SharePoint 2013

  Getting ready for Microsoft’s SharePoint Conference 2012 next month, I’ve been testing out the new App Dev model in SharePoint 2013 for the last few weeks.  But tonight, I decided to start digging into the out of the box features of SharePoint 2013 and comparing them to SharePoint 2010.    I decided to focus on the wiki page editing features, since this was one aspect of SharePoint 2010 that was universally disliked by every SharePoint user I know.  My hope is that Microsoft will greatly improve the wiki editing functionality in SP2013.  Thankfully, I have found some critical improvements within the wiki editing experience.  Although, I have not yet completed an exhaustive analysis of the wikis in SharePoint 2013, this article will focus on one major improvement that I noticed right away.   One Major Problem with Wikis in SP2010…   On numerous occasions, I’ve found content residing in some MS Word document, that I need to post into a SharePoint wiki page.& ...

Planning for a MOSS2007 to SharePoint 2010 Upgrade

This blog post is based on a white paper that I authored last year after assisting my team with a few SharePoint 2010 upgrades.  For some reason, I forgot to post this last year, and just came across this document again, so I decided to post it now. I realize that many organizations have already completed upgrades to SharePoint 2010.  However, many companies are still running on MOSS (or even SharePoint 2003) and planning an upgrade to SharePoint 2010, so I believe this information will be helpful to some you.     SharePoint is really not a “product”, but rather a sophisticated platform for building and hosting a variety of complex business applications. This makes SharePoint a powerful and flexible system that organizations rely upon as a mission-critical part of their IT infrastructure.  It also makes the process of upgrading an existing MOSS or WSS farm to SharePoint 2010 more complex than most applications or other server products from Microsoft.   Purpose The purpose of this ...

Changing the Item-Level Permissions Settings for a Document Library requires PowerShell

Today I decided that I needed to change the Item-Level Permissions settings for a document library so that users could only read the items that they had created.  For SharePoint lists, the Item-Level Permissions setting is easily configured under the list’s Advanced Settings section, like this:     However, when I went to the Advanced Settings section for my document library, there was no section for Item-Level Permissions.  I checked a few other lists and document libraries and confirmed that apparently most list types support this configuration, except for document libraries!   So my next question was whether Item-Level Permissions settings could not be changed in a document library at all, or whether these options were simply not displayed in the browser for the Advanced Settings in a library.  I figured the easiest way to determine this would be to attempt it with PowerShell in a test environment… if it was not supported, the PowerShell commands would simply fail to execute ...

The right way and wrong way to use the “Rating (0-5)” field in a SharePoint list or library

If you wish to utilize Ratings on a SharePoint list or library, you might think that you can do so by simply adding the “Rating (0-5)” site column to your existing list, library or content type.  In fact, SharePoint will allow you to do that, however doing so may or may not provide the intended results.

Problem with Web Service URL for SSRS 2008 R2 deployed in SharePoint Integrated Mode

I recently solved a seemingly obscure problem configuring SQL Server Report Services (SSRS) 2008 R2 using SharePoint Integrated Mode.  However, perhaps this problem isn't as obscure as it seems and maybe this article will help others.

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