How to Customize People Search Results

Microsoft Office Sharepoint Server 2007 has a super user directory tool especially for large companies. Using the People Search/Employee Lookup you can easily search for people in your organization by name, job title, department, or any other employee attribute you could think of. But there’s a certain drawback to the results as there isn’t a friendly GUI for you to customize how the information is displayed. Instead you’ll have to edit the XSL if you’d like to change the formatting of the data. You can also include other employee attributes in the results by defining which columns in the user profile database to display such as Mobile Phone numbers.

To customize the People Search Results:

1. Search for a user so you can use that search result as a reference.

2. Go to Site Actions > Edit Page

3. Modify the People Search Core Results

4. Under the “Results Query Options” section, there is a field called “Selected Columns.” Click into this field and then click on the “…” that appears next to it.

5. In the Text Entry box that pops up you’ll be able to include new columns based on the columns you can reference from the user profile database. For example if you wanted to include a person’s mobile phone you’ll want to include <Column Name=”MobilePhone”/>

6. Now you’ll be able to edit the XSL to display the phone number using something like this:

<xsl:text>Mobile Phone: </xsl:text>
<xsl:call-template name=”DisplayOfficeProfile”>
<xsl:with-param name=”mobile” select=”mobilephone” />

That should be it. Don’t forget to check-in and publish your page!

Changed my blog title & getting more SharePoint-centric

If you happen to be the few people that have been following my blog it was previously entitled “How Technology is Shaping the Future of Business.” Although I must say that’s a pretty darn good tagline but after considering the majority of my posts are pretty SharePoint specifc, I’ve decided to change it to what it is now – “How SharePoint is Shaping the Future of Business.” With this more focused blog mission, I hope to discuss more about business impacts, benefits and drawbacks to implementing Microsoft Office SharePoint Server 2007 (MOSS 2007) solutions in a business environment. So stay tuned…

Adding Custom MOSS 2007 Save Locations to Office 2007

In Microsoft Office Sharepoint Server 2007, it is possible to create targeted Save Locations for users throughout your organization. These targeted save locations appear under the “My SharePoint Sites” tab when you try to save any documents from within any of the Office 2007 clients.

This can be a very useful tool for your users in combination with clever “Audience” configurations. It will only display relevant SharePoint save locations instead of the huge list of network paths that are usually listed under “My Network Places.”

The first thing you’ll need to do is to configure your “Audiences.”

1. Go to your SSP (Shared Services Provider) and click on the Audiences link.

2. Click on “Create audience”

3. Give it a name, description, and owner. The last setting which is “Include users who: ” will really depend on your organization and how you want to define your audiences. That’ll just take a couple of rounds of trial and error, then you should be able to figure a pattern to use.

4. Click Ok to go to the next page. This page should let you add rules that will determine who is included in your Audience.

You’ll also have to play with these rules a little bit to figure out what works for you.

5. Click Ok and you’ll be sent to the properties page for the specific Audience you just created. To test to see if your Audience was configured correctly, click on the “Compile audience” link. SharePoint will query your user profile database and depending on the rules you’ve set, it will import those users into your Audience. At the bottom you can also add more rules if you’d like to better filter your Audience.

That’s it for configuring Audiences. Note that these audiences can also be used for webparts and views throughout your portal as well. The following steps will show you how to use these Audiences to create targeted links that will show up in the Office 2007 clients as a save location.

6. From the SSP, Under User Profiles and My Sites, Click on “Published links to Office client applications”

7. Click New.

8. Fill out the fields as required. For the “Target Audience” you should be given a list of available audiences if you click on the address book. The one you created previously should automatically show up there. Hit Ok and voila! That’s all you need to do.

After some predetermined timer job or schedule, something I haven’t been able to figure out yet, the links will be available to the Office 2007 clients.

Want barcodes with your Office 2007 documents?

If you’re using the Information Rights Management features that are included in Microsoft Office Sharepoint Server 2007, you might be interested in using barcodes to track Office 2007 documents as they get printed.

The IRM features enables Sharepoint to generate unique barcodes for every document that is saved to a document library. This enables you to track physical as well as digital documents as they are sent around or what have you.

 But here’s a tip that I couldn’t find in any of Microsoft’s IRM documents:

You need Office 2007 Pro Plus and up. You will not get the rich IRM features with Office 2007 Pro Standard, instead users will have to navigate through the menus to find an almost hidden link to include just the barcode number in the document. The users can also not be forced to print the documents with the barcode. With Office 2007 Pro Plus and up there is a Button Group under the Insert Tab that enables users to insert the entire barcode image and number as well as Sharepoint being able to force users to include the barcode on print outs.

Original Reference: James Morgan on Collaboration

 Update: A friendly tip from a sponsor –

Putting barcodes on your documents through Microsoft Office 2007 is something a lot of people would like. Want to be able to organize your papers into an inventory  system with your new barcodes? The next items you would need would be some good barcode scanners and barcode printers to serve your needs. Find some quality barcode software and you are on your way to being completely organized with your documents and all because of barcodes. Now, don’t you feel smart?

Importing User pictures from Active Directory to MOSS 2007

In MOSS 2007 you’ll notice that users are able to upload pictures to there personal My Sites. These pictures also get propogated to the Contact Details web part as well as People Search Results.

So it’s actually a common practice for many companies to standardize on employee photos and disable everyone from uploading their glamour shots. To do this, first go to your Active Directory Management Console and hopefully you have the Exchange AD Management Plugin installed also.

You’ll know if you have it installed if you see all the tabs below:

1. Click on the Exchange Advanced Tab
2. Click Custom Attributes
3. Use one of those extensionAttribute values to store any kind of link to your picture.
4. OK out of AD.

Now you want to go to your MOSS Central Admin and do the following:

5. Go to your Shared Services Provider
6. Under User Profiles and My Sites click on User profiles and properties
7. Click on View Profile Properties at the bottom of the page.
8. Edit the Picture Property
9. Select “Do not allow users to edit values for this property”
10. In the Property Import Mapping Section change the Data source field to map: to your corresponding extensionAttribute# and hit OK.

Do a full user import and all the pictures should get populated into SharePoint!

Digital Whiteboards

 Need a whiteboard or task list for a meeting but don’t have one? Here’s a nifty tool that’s been floating around the blogosphere recently:

Workhack.com

Automated Backup Script for WSSv3/MOSS 2007

I got this 2003 script from SPSFAQ.com awhile back and have since customized it for the 2007 products. Here’s a script to run nightly backups for SharePoint as a Windows Scheduled Task:

———————————————-

””””””’
‘Begin Script
””””””’
Dim fso, f, fspec
dim yr, mo, dt, hr, min, sec

yr = Year(Now)

mo = Month(Now)
if mo < 10 Then
mo = “0” & mo
end if

dt = Day(Now)
if dt < 10 Then
dt = “0” & dt
end if

hr = Hour(Now)
if hr < 10 Then
hr = “0” & hr
end if

min = Minute(Now)
if min < 10 Then
min = “0” & min
end if

sec = Second(Now)
if sec < 10 Then
sec = “0” & sec
end if

destFolder = “SPSPortal-” & yr & “-” & mo & “-” & dt & “-” & hr & “-” & min & “-” & sec

Set fso = CreateObject(“Scripting.FileSystemObject”)
Set f = fso.CreateFolder(“D:\SPS2007Backups\SPSPortal-” & yr & “-” & mo & “-” & dt & “-” & hr & “-” & min & “-” & sec) <<<<<<<<< Customize this

bkFolder = f.Path
bkFolder = Replace(bkFolder, “”, “\”)
bkFolder = bkFolder

””””””””””””’
‘Run the spsbackup script
””””””””””””’
Set objShell = CreateObject(“WScript.Shell”)
objShell.CurrentDirectory = “c:\Program Files\Common Files\Microsoft Shared\web server extensions\12\BIN\”

objShell.Exec (“STSADM.exe -o backup -directory ” & bkFolder & ” -backupmethod full”) <<<<<<<<<<<<< You can customize this
WScript.Echo “Backup Started!”

———————————————————————————–

Save that as a .vbs file and to run it as a scheduled task go to Control Panel > Scheduled Tasks > Add Scheduled Task > And Follow the Prompts. Happy back-ups!

How to Create Document Templates for Document Libraries

With SharePoint, there’s a feature that helps with source control for document templates. Using Content Types in combination with document libraries we can have a set of document templates that users can choose from, edit and save without over-writing the original document.

Here are the steps to implement this:

1. Create a Document Library

2. Within the site that contains that Document Library, go to Site Actions > Site Settings

3. Under the Galleries section, click on Site Content Types

4. Click the Create link at the top of the list.

5. Give your Content Type a name and description.

6. Under Parent Content Type choose “Select parent content type from: Document Content Types” and “Parent Content Type: Document”

7. If this is the first time you’re creating a new Content Type, then you should choose to place it in a “New Group” and give it a meaningful name.

8. After creating the Content Type, you have the option of customizing some of the settings. Click on ‘Advanced Settings.’

9. Choose to upload a New Document Template.

10. Leave the rest of the default settings and press OK.

Now we’ll have to go back to the Document Library that we had created earlier. Within that Document Library:

11. Click on Settings > Document Library Settings

12. Under the General Settings Section, click on ‘Advanced Settings’

13. If ‘Allow management of content types?’ is set to No, change it to Yes. Leave the rest of the settings, and click OK.

14. Under the Content Types Section, click ‘Add from existing site content types’

15. Now you’ll have the option of choosing the from the menus, the Content Type Group and Content Type that was created earlier. You’ll want to add it to the list of ‘Content Types to add:’

16. Go back to the Document Library, click the arrow next to the ‘New’ button and you should now have a new Document Template to choose from!

How to move the default WSSv3 Databases

There’s been quite a few requests on message boards for instructions on how to move the default Windows Sharepoint Services ver. 3 databases and I got tired of looking up Ian Morrish’ blog so I thought I’d do a post here.

When you install WSSv3 and use the default installation method for a stand-alone server, it will also install the 2005 version of the Microsoft SQL Server Desktop Engine. That’s the free internal database so you wouldn’t have to install SQL Server although there are advantages to having SQL Server, but that’s another topic. Unfortunately the install never gives you the option of storing your database anywhere else other than on your C:\ drive.

So, in order to change this according to WSSDemo.com:

“When referring to the database server name in any stsadm commands, you should use this name:

ServerName\Microsoft##SSEE

It has many advantages over the previous WMSDE that shipped with WSS 2.0 but there are 2 downsides:

  1. no database admin tools are install. The only options are the sqlcmd command line utility (replaces the old osql utility) or Management Studio Express (both must be run on the server as no remote connections to WID are allowed).
  2. you can’t specify the install location of WID when you install WSS

If you don’t have another SQL Server 2005 product installed on the WSS server then you will have to download sqlcmd from here… (also install the Native Client from the same link). After installation, you will find the utility installed in the following location:

C:\Program Files\Microsoft SQL Server\90\Tools\binn

Run the following command from this directory to connect to the WID instance:

sqlcmd -S \\.\pipe\mssql$microsoft##ssee\sql\query -E

All the SharePoint database files will default to being in the C:\WINDOWS\SYSMSI\SSEE\MSSQL.2005\MSSQL\Data directory. To move them to another partition you should use the WSS Central Admin to mark the content database off-line (and note the content db name, then use the following sqlcmd commands…

EXEC sp_detach_db @dbname = ‘Content_Database_name’
Go

You will find the db and log files in the following location

WINDIR%\SYSMSI\SSEE\MSSQL.2005\MSSQL\Data\<dbname>.mdf’ and <dbname>_log.ldf

Now copy the files to the new location and run the following command

EXEC sp_attach_db @dbname = ‘Content_Database_name’, @filename1 = ‘drive:\path\Data\<dbname>.mdf’, @filename2 = drive:\path\Data \<dbname>_log.ldf’
Go

Now you can use the central admin site to mark the content db on-line.

There are 3 other SharePoint databases you may want to move to another location. The largest of these will be for search. To list them, use the following sqlcmd command:

select name from sysdatabases
go

Which should give you something like this (GUID’s may be different):

SharePoint_Config_c464b7ce-59ef-4820-9f75-f46a0937c08e
SharePoint_AdminContent_451452bf-9dc0-40c9-be18-14f14bc23007
WSS_Search_NETSERVER_86a140c5958d4a5d97c8c2cbee745424

Before trying to move these you should stop IIS and all the Windows SharePoint Services. Then you can use the same steps as above. “

What are RSS Feeds?

As an emerging technology, I’m sure there’s been plenty of coverage out there but I thought I’d share some knowledge. Especially since RSS penetration is only around 5%. The good part is that if you’re a part of the Facebook generation you’re already using RSS feeds without even knowing it!

RSS stands for Really Simple Syndication and their links are usually associated with this image: RSS Feed. You’ve probably seen that image on a lot of news sites and sites with content that’s regularly updated. And what can you do with these links? In short, they’re like TV channels and your computer’s the TV. You can surf the web and read content from these websites. So you’re saying, “How the hell’s that different from just going to the website and why should I click on these orange speaker boxes?” Ahh…. so here’s the magic: RSS Aggregators!

Using RSS aggregators like Google Reader, NewsGator, Bloglines is like having your own personal internet Tivo. These aggregators let you subscribe to all those websites that you visit everyday and enables you to read all of the latest up to date information as they are published all in one place. For example I used to have a set of websites that I read regularly, about 20 of them. Unfortunately for me, not all of them were always updated everyday but I still put in the effort to check on them everyday to make sure I didn’t miss any articles. Can you imagine how much time this used to take me? I was spending wasting at least an hour everyday checking these websites sometimes 2 or 3 times a day to check for updated content. Then I discovered Google Reader. Now my RSS aggregator does all the work for me, crawling over 120 RSS subscriptions and saving all the updates in one central location for me to read at my convenience.

Some form of RSS has been in use on the internet for the past 10 years. But it is only in the past year that it has really taken up steam and is becoming a mainstream model for information and content distribution used by major news sites, blogs, and now social networking sites ala your Facebook homepage. I’m sure we’ll be hearing and seeing much more about RSS feeds in the years to come.

Try it out!
Click this: RSS Feed
And subscribe to it with your preferred news reader!

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