Archive for November, 2009

SharePoint Document Libraries and Folders

SharePoint document libraries provide much more than just a web based version of your file system. When presented with a document library, many users jump into importing the folders from their file shares into SharePoint whilst maintaining the same folder structure and end up with subfolders within subfolders in their document libraries. This may well be a low learning barrier to those users unfamiliar with SharePoint but there is a better, less messy, way.

There are some problems associated with this nested subfolders approach. Firstly, navigation is more complicated and time consuming, clicking through trying to find the content that you require. Secondly, search may not be as effective due to important metadata not being filled in and available to search on as classification is based on folders as opposed to metadata. Thirdly, excessive url length can become an issue when there are many subfolders and long file names. Instead, Document Libraries can be managed by using metadata classification and views. Let’s look at the example below…

Suppose we have a Correspondence folder on our file share. In it there may be the folders – Emails, Letters, Faxes, Memos. The Letters folder may have subfolders relating to the month in which they were received/sent.

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In SharePoint this can be represented by setting up 3 additional columns on the document library, then creating a custom view of that document library.

We can set up a choice column called ‘Correspondence Type’ with the values Email, Fax, Letter, Memo.

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We can then setup another choice column called ‘Category’ with the values Received and Sent, then finally a Date column called ‘Correspondence Date’ to record when the correspondence was received or sent.

Now we can configure a view grouping and sorting on the columns created above. Create a standard view, choose to group by ‘Correspondence Type’, then by ‘Category’ and sort by ‘Correspondence Date’.

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The resulting view of the document library now looks like this

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This presents a much more useful view of the content than just folders. Plus search can be configured so that users can search on values contained in the additional metadata we have set up.

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What’s New in Microsoft SharePoint 2010?

Few software products have the capacity to improve and transform the way organisations work in the way that Microsoft SharePoint does, and in November Microsoft releases a beta version of SharePoint 2010. This will be the fourth version of SharePoint, and the product is showing its maturity with a lot of improvements from the 2007 version. Indeed, whether or not you currently have SharePoint, 2010 is worth a serious look, and in this article we take a look at what SharePoint 2010 will deliver.

As a UK based SharePoint specialist, a question I frequently get asked is “what is SharePoint?” and that question is surprisingly difficult to answer, as SharePoint covers a breadth of functionality that isn’t really matched by other products. According to Microsoft SharePoint 2010 is “The Business Collaboration Platform for the Enterprise & the Web”, and it helps you to

  • Connect and empower people by letting them work together in ways that are most effective for them, whether via a PC or a mobile.
  • Cut costs with a unified infrastructure whether deployed on-premise, in the cloud, or a combination of both.
  • Rapidly respond to business needs by easily designing and creating business solutions with little or no coding.

To help explain in more detail, the functional areas of SharePoint have been split into six areas. So let’s drill down into each of these areas:

  • Sites. Collaborative sites remain at the core of SharePoint. The user interface has improved significantly, and now includes the “Office Ribbon” that was introduced in Office 2007. Different browsers are better supported, and accessibility standard WCAG 2.0 AA is achieved. Accessing SharePoint through mobile devices is improved, and a new tool – SharePoint Workspace – allows documents and data to be worked on offline and subsequently synchronised back to SharePoint. Integration of SharePoint with the Office suite is excellent as you would expect, and interestingly we see the introduction of web versions of Word, Excel, PowerPoint and OneNote, so you can work on documents when using a machine that doesn’t have the latest version of Office installed. Multi-language support is also much improved.
  • Communities. Social networking sites such as Facebook, Twitter and LinkedIn are having a big impact on the way people interact. While many executives and IT managers are suspicious of such tools, it has to be realised that they can bring significant productivity gains, and that employees are increasingly expecting to have them available. Also employees are going to use them anyway, for example through mobile devices when internet access is blocked. So, the argument goes, isn’t it better to provide them internally and retain control? SharePoint delivers social networking primarily through “My sites”, with user profiles, blogs and wikis, status updates, tagging, bookmarking, feedback, organisation charts, and note boards. The functionality is intuitive and easy to use. If you’ve resisted the introduction of such technologies to date, it could be time to look again.
  • Content. If you have been wary of the content management capabilities of SharePoint in the past you will find that many of the shortcomings have been addressed. Managed metadata allows you to define centrally managed taxonomies that can be used to classify and find content. Unique document IDs allow documents to be found later, even if the document has moved. Document sets allow documents to be grouped together and treated as a unit. The records management capabilities have been enhanced significantly, with more options and more control.
  • Search. The SharePoint search has been improved with phonetic search, “did you mean”, refinement of search results, and definitions. Social search enables you to find people with specific skills or talents. For true high end, enterprise search capability that works well with millions of documents there is an option to upgrade to FAST Search for SharePoint 2010.
  • Insights. The business intelligence capabilities of SharePoint have been enhanced. Spreadsheets can be published to Excel Services and access to them controlled, while PowerPivot allows you to use Excel to analyse millions of rows of data. PerformancePoint Services allows you to quickly assemble dashboards with graphs and key performance indicators. Visio diagrams can be rendered in the browser using Visio Services.
  • Composites. Potentially one of the most exciting aspects of SharePoint 2010. Composites are business solutions created using out-of-the-box SharePoint components and tools without the development of custom code solutions or deployment. They promise to allow business solutions to be built in hours or days, rather than weeks or months. Business Connectivity Services allows SharePoint to be connected to external data, and for that data to be updated from within SharePoint. Forms management with Infopath Forms Services is improved, and Access Services allows full Access databases complete with tables, reports, forms and macros to be published to SharePoint and used through the browser.

So how should this upcoming release influence your SharePoint strategy? Clearly, if you have SharePoint 2003 or 2007 there is little point in investing further in it until you have assessed SharePoint 2010 and decided whether or not to upgrade. You may find that the functionality you require comes “out-of-the-box” in SharePoint 2010, or that the business solution you need can easily be built as a composite solution. If you are thinking of deploying SharePoint but have not yet done so, then it makes no sense to embark on a 2007 based roll out now unless you have a really compelling reason to do so.

Of course there is the question of cost to consider, and licence costs have not been announced yet. However one thing you can be sure of – SharePoint 2010 will deliver more functionality at a far lower price than attempting to deliver a similar solution through a “mix and match” approach to software vendors.

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Timesheets for SharePoint Tip 2: Billable or Not Billable?

For organisations that do customer-facing projects, it is essential to know the split between billable and not billable time in order to measure utilisation of their staff accurately.

With this in mind, we have recently rolled out an enhancement to Straightforward Timesheets for SharePoint that allows you to easily record and track activities as either billable or not billable.

You don’t HAVE TO use this feature; but if you do – please read on!

Set up of activities

To take advantage of this functionality, when creating a new activity on a project, check that the “billable” checkbox is marked correctly:

- Activities created against projects with a standard setup will be created as “billable” by default;

- Projects marked as “Internal” will have non-billable activities;

- This status can be amended at any stage.

Approval of time entries

During approval, managers will see the “billable – not billable” status of every time entry – and can amend this status if required:

Invoicing of billable activities

After approval of time entries, billable and non-billable time entries will follow a different workflow:

- Entries marked as billable will be sent to the invoicing screen for the review of administrators who deal with raising customers’ invoices;

- Not billable time entries will by-pass the invoicing screen and will be marked as “Invoiced” immediately after being approved.

Reports

The status of activities will be clearly marked in all reports.

Here is one example of an out-of-the-box report that shows the split between billable and not billable activities:

To find out more

To learn more about Straightforward Timesheets for SharePoint software, come to our webinar or drop us a line at contact@pointbeyond.com. We will be very happy to assist you further.

Speak to you soon,

Ksenia

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