Is Share Point Workflow Same As Windows Workflow

  • April 2020
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Is SharePoint workflow same as windows workflow? The first basic important point to note is Sharepoint workflow and windows are not different entities. The base for sharepoint workflow is window workflow. In other words sharepoint workflow sits on the top of windows workflow and adds the human work flow flavor. The below figure reflects the broader definition of sharepoint workflow. It takes the core windows workflow from .NET framework and then applies content centric workflow on it. Content centric workflows are nothing but simple windows work flow attached to list, documents and custom contents.

Figure :- Content type workflow You can visualize sharepoint workflows as windows workflow with human workflow touch and feel. The human work flow touch and feel comes when the work flow is attached to a content type like list, document etc. For instance let's say we have made approve and disapprove windows work flow. You can attach this work flow with a student content type and the human work flow for student then becomes student passed and student failed. If the content type is invoice then approve work flow can become a invoice paid work flow and disapprove can become invoice not paid. In other words sharepoint workflow is content centric and they depict human work flow.

Figure :- Approve and Disapprove What are the different stages of SharePoint workflow life cycle? Sharepoint workflow cycle is very much unique to Sharepoint environment. As we said sharepoint workflow are always connected in context with a sharepoint content like list or a document.

Figure:- Four different stages in Sharepoint workflow There are four stage in the sharepoint workflow cycle associate, initiate, modify and complete.

1. Associate: - As said workflows in sharepoint are always talked in context with a content type. So the first step is to associate a workflow with a content type like list or a document.

2. Initiate: - The second step is to initiate the workflow instance. Work flows are nothing but classes finally so a workflow instance needs to be created to start the work flow in action.

3. Modify: - Later the workflow instance is modified as per the workflow stages. 4. Complete: - Finally the workflow object is terminated.

Figure :- Screen and sharepoint workflow The web forms of share point interact with WSS who in turn then interacts with the windows work flow runtime. The windows workflow runtime passed details to the appropriate workflow instance depending on the data passed by WSS. The sharepoint workflow instance then runs the work flow logic and takes appropriate action accordingly. What is a three-state workflow in SharePoint? Three-state workflow helps organization to track workflows which has three states and two transitions. Its designed to track status of list item , task etc. With each transition between states the work flow assigns the task to some person and sends a email alert.

Figure: - Three state workflow In order to better understand three-state we will create a simple task list. This task list will go through a review process. Following is how the workflow will be executed:•

Administrator creates the initiates the task. The task is assigned to the reviewer.



The reviewer then reviews the task, makes his comments and makes the task in progress. Once he makes the task in progress it's automatically assigned to the acceptor.



Acceptor finally does the complete review and closes the task.

Figure: - Three state example The first thing is to add two users in our computer domain one is the reviewer who will review and the other is the acceptor who will close the task initative.

To see the workflow go to Site actions

Site settings

Workflows. You will see the 'Three-

state' workflow as shown in the below figure.

Let first create a team site so click on Site actions content

Site libraries and lists

create a new

Sites and workspaces and give some nice name like 'My team site'

Now click on 'My team site' , click on tasks and then click on list settings as shown in the below figure.

Once you click on 'List setting' you will see lot of options. Goto the permission and management section and click on 'Workflow Settings' as shown in the below figure.

You will prompted to create a new work flow. So create a new workflow and you will need to fill in details of the workflow as shown in the below figure. Give a nice name to the work flow, for the current sample we have given the name as 'My workflow'. We have specified saying that create workflow as soon as the item is created.

A workflow will have three states an initial state, middle state and final state. These states will be decided on the choice field of the task list. So when the status is having value 'Not Started' then the work flow is in the initial state. When the status is with value 'In progress' then the workflow is in middle state. When the status is completed that means the work flow object will be terminated and the workflow will be marked as closed.

Now the second step is to tell the three-state work flow what needs to be done on every work flow state. So let's fill what should happen when the work flow is initiated. When the work flow is initiated it will be allocated to the user 'reviewer'. You can see the values visually in the below figure.

When the reviewer reviews the document it's assigned to an acceptor. So when the workflow is in the in progress state it's assigned to the acceptor for final closure.

So now that you have attached the work flow with the list its time to invoke the workflow on the list. Click on new to add a task to the task list. Below are the details of task which we need to enter. What we have done is we have entered a wrong statement with spelling mistakes.

Now as soon as you click ok , you will see that the task is assigned to a reviewer.

Now login as reviewer and click on 'What is your name' ?

Now as reviewer you will correct the sentence and mark the task as 'In progress'.

As soon as you mark the task as in progress it's assigned to the acceptor. Now login as a acceptor and mark the task as complete.

Once done click on work flows and you should be able to see a complete tri-state flow.

You can see how the work flow was initiated , how the reviewer reviewed it and finally the acceptor closed it.

Step 1:- Create the Webpart The first step is to create the WebPart. Below is the code snippet of a webPart. So we need to reference the 'WebParts', the custom webpart class should inherit from 'WebPart' class and finally we need to override the 'CreateChildControls' method with our custom implementation.

Step 2 :- Copy the compile DLL to the virtual directory in the BIN folder. The second step is to copy the compiled DLL in the virtual directory of the sharepoint site. You can get the virtual directory from the IIS from home directory tab in IIS. For instance the current website is hosted on the sharepoint 80 virtual site which is actually located at 'C: \Inetpub\wwwroot\wss\VirtualDirectories\80'.

So now let's browse to 'C: \Inetpub\wwwroot\wss\VirtualDirectories\80\bin' directory and copy the DLL in the bin folder. Step 3:- Make entry of the WebPart in to web.config file. Now that we have copied the DLL to 'bin' folder, we need to make a 'SafeControl' entry in the 'Web.Config' file of the virtual directory. So now let's browse to 'C:\Inetpub\wwwroot\wss\VirtualDirectories\80', open the web.config file and add the class library name in the 'SafeControls' section of the web.config file. Below code snippet shows the same in a visual manner.

Step 4:- Add it to the WebPart gallery Now that we have added the WebPart in the 'web.config' file its time to make it available in the web part gallery. So click on Site settings --> then click webparts --> Click new button, you should see the figure shown below. You can also see the webpart which you recently added is seen the gallery. To make it available click the check box and click populate gallery.

You should now see your webpart ( for this context it is SimpleLabelWebPart) in the WebPart gallery.

Step 5:- Add the WebPart to site pages. Ok so now that our WebPart is available in the gallery it's time to add this WebPart to a SharePoint page. So goto the page where you want to add this WebPart, click on the site action menu and click edit page as shown in the below figure.

On the page you should see a 'Add a webpart' button, click on it and it will populate with the existing web parts. Browse to your web part and click add.

Once done your webpart is now added to the site page. You can edit the default webpart properties by clicking on 'Modify Shared WebPart'. For simplicity sake we have changed the title.

Step 6 :- View the WebPart You can see the changed title display when view the page normally. So with a few lines of coding you can see how we have achieved huge customization.

Talk to SharePoint through its web services Introduction Microsoft Office 2003 is very tightly integrated with SharePoint by utilizing its web services. Windows SharePoint Services comes with sixteen different web services. SharePoint Portal Server 2003 supports an additional five web services. The web services provided by SharePoint do provide a vast array of features. But not all SharePoint features are accessible through them. If required you can build your own web service on top of SharePoint leveraging the managed SharePoint server API itself. The web service interfaces make it very easy to integrate SharePoint capabilities right into your application. This article is not a detailed documentation of every web method and web service provided by SharePoint. It is rather an introduction to its capabilities and how to use them. You can download the Windows SharePoint Services SKD or the SharePoint Portal Server SKD for a complete reference of all web services and also of the server API itself. Please refer to this article for a guide how to install and administrate SharePoint or this article for a guide how to use and customize SharePoint portals.

How to add a Windows SharePoint web service reference You can add a web reference to each SharePoint web service through your Visual Studio .NET IDE. In your Solution Explorer right click on your project and select "Add Web Reference" from your popup menu. The table below shows the URLs to use for each web service provided by WSS. Enter the URL to the web service and click the Go button. This will show you in the dialog box a summary of all available web methods. Next enter the name of the web reference and then click Add Reference. WSS Web Services Administration Service Alerts Service Document Workspace Service Forms Service Imaging Service List Data Retrieval Service Lists Service

Web Reference http:///_vti_adm/admin.asmx http:///_vti_bin/alerts.asmx> http:///_vti_bin/dws.asmx> http:///_vti_bin/forms.asmx> http:///_vti_bin/imaging.asmx> http:// /_vti_bin/dspsts.asmx> http:///_ vti_bin/lists.asmx>

Meetings Service Permissions Service Site Data Service Site Service Users and Groups Service Versions Service Views Service Web Part Pages Service Webs Service

http:/// _vti_bin/meetings.asmx> http:// /_vti_bin/permissions.asmx> http:///_vti_bin/sitedata.asmx> http:///_vti_bin/sites.asmx> http:///_vti_bin/usergroup.asmx> http:///_vti_bin/versions.asmx> http:///_vti_bin/views.asmx> http:// /_vti_bin/webpartpages.asmx> http:///_vti_bin/webs.asmx>

Setting the web service user credentials The SharePoint web services only accept calls from existing SharePoint users and do also enforce access security. Import the System.Net namespace into your project and then use the NetworkCredential class to set the user credential to use for the web service call. Here is a code snippet: public static XmlNode VersionsGetVersions(string SharePointHost, string UserName, string Password, string Domain, string FileName) { // proxy object to call the Versions web service Versions.Versions VersionsService = new Versions.Versions(); // the user credentials to use VersionsService.Credentials = new NetworkCredential(UserName, Password, Domain); VersionsService.Url = SharePointHost + "_vti_bin/Versions.asmx"; // gets the file versions XmlNode Result = VersionsService.GetVersions(FileName); // dispose the web service object VersionsService.Dispose(); return Result; } For example, first you create an instance of the Versions web service. Then you assign a new instance of the NetworkCredential class to the Credentials property on the created web service object. We pass along the user name, password and the user's domain name to the NetworkCredential object. Next you set the web service URL, which might very well be different from the one used when you created the web reference. Finally you invoke the desired web method, in the code snippet above the GetVersions() web method. The web method takes a file name and returns a XML document with all available versions of this file (Document libraries can have versioning enabled and then keep a history for each version). At the end you call Dispose() on the web service object to free up any underlying unmanaged resources. If the user does not exist in SharePoint or does not have the permission to perform the operation then a WebException is thrown by SharePoint. The returned HTTP status is 401, which means unauthorized request. There are some inconsistencies across all web services. For example some web methods take a XML string as input while others take an XmlNode as input. Most web methods return the result as XmlNode while others return a XML string and while others again return complex data structures. But after you get used to these inconsistencies it is very easy to use these web services and integrate SharePoint capabilities right into your application.

A summary of the "Windows SharePoint Services" web services

The following table provides an overview what capabilities are exposed through the "Windows SharePoint Services" web services. Each web service is targeted towards a specific area although there is some overlap. You for example can use the Lists web service and the Site Data web service to work with SharePoint lists, or you can use the Site Data web service and the Webs web service to work with sites meta-data and sub-sites. Please refer to the attached "SharePoint web service browser" sample application which provides a windows form interface to browse all web services and all its web methods. It enables you to play with each web method or web service and better understand its usage. It also displays to each web service and web method the detailed SDK help page. WSS Web Services Administration Service

Description

This web service provides administrative capabilities like creating a new top-level site, deleting a top-level site and getting the list of available languages. Alerts Service Provides access to the list of active alerts and allows to delete active alerts. Document This web service is used to manage Document Workspace sites. It allows Workspace to create new document workspaces, delete document workspaces, Service create new sub-folders, delete sub-folders, etc. Forms Service Each list has forms associated which are used to display list items, create new list items and update or delete existing list items. This web service allows to get the collection of forms associated with a list and then get detailed information about each form. Imaging Service SharePoint has picture libraries which users can use to manage pictures. This web service allows to upload pictures, download pictures, create new folders, delete folders and pictures, etc. List Data Allows to run XPath like queries against a list. Retrieval Service Lists Service This web service is used to work with lists and list data. You can obtain the collection of lists, add new lists, remove lists, add new list attachments, remove attachments, etc. Meetings Service This web service is used to work with Meeting Workspaces. You can create a new Meeting workspace, remove an existing Meeting workspace, add new meetings, add new meetings using ICal files, etc. Permissions Sites and lists have permissions assigned to them. This web service is Service used to obtain the permissions assigned to a list or site, add new permissions and update or removing existing permissions. Site Data Service The Site Data web service can be used to return meta-data about a site or list, get the collection of lists, get the attachments for a list item, get the collection of items in a list, etc. Site Service This web service can be used to return the list of site templates. When you create a new site using the Administration web service you need to specify the site template name to use which you can obtain through this web service. Users and Groups This web service is used to work with users, site-groups and cross-site Service groups. You can add, update or remove users, site-groups and cross-site groups. You can also add users or cross-site-groups to a site-group. Versions Service Document Libraries and Picture Libraries can have versioning enabled, which stores a copy of every single file version. This web service can be used to get the list of available versions, delete versions and also restore

Views Service

Web Part Pages Service Webs Service

a file version. Lists have views associated which define what fields are shown, what filtering and sorting is applied, what grouping is applied, etc. This web service is used to work with list views. You can get the collection of views, add new views, remove views, update the Html code used to display a view, etc. Web Parts are objects which you can place on web part pages. This web service is used to work with web parts and web part pages. You can get the list of web parts on a page, you can add or remove web parts, etc. This web service is used to work with sites and sub-sites. You can get the list of list-templates, get meta-data about a sub-site, get the list of subsites, etc.

A summary of the SharePoint Portal Server web services SharePoint Portal Server provides the same web services as Windows SharePoint Services. It also provides the following five additional web services. WSS Web Services Area Service

Description

Areas are sections used in SharePoint Portal Server to group content. This web service allows to manage areas. You can create new areas, update areas, remove areas, get the list of sub-areas, etc. Query Service The Query web service is used by clients to search SharePoint. You can send in complex search XML requests and get a result-set of matches. User Profile Users in SPS have user profiles that are used to target content to audiences Service (users). This web service allows to obtain user profile information. It does not allow to create or modify user profiles. SPS Crawl This web service is undocumented and is used by SharePoint itself for site Service crawling purposes. Outlook Provides the same capabilities as the Alerts web service of WSS. Adapter Service The table below shows the URLs to use for each web service provided by SharePoint Portal Server. You can add them the same way as the WSS web services described above. WSS Web Services Area Service Query Service User Profile Service SPS Crawl Service Outlook Adapter Service

Web Reference http:///_vti_bin/areaservice.asmx> http:///_vti_bin/search.asmx> http:// /_vti_bin/userprofileservice.asmx http:///_vti_bin/spscrawl.asmx> http:// /_vti_bin/outlookadapter.asmxd>

Namespaces used in the returned SharePoint XML documents Many of the web methods return its result in form of an XML document. Most root nodes have a namespace URI associated with it. Here is an example XML document returned by the GetListCollection() web method (on the Lists web service). Please note that this is just a partial XML snippet for demonstration purpose:

Naturally we would think of running an XPath query like "//List" using the SelectNodes() method on the XmlDocument or XmlNode object. We expect it to return all the List nodes of this XML document. But the result returned is empty. The reason being that you need to query within the namespace associated with the root node. But how do you do that if there is no namespace qualifier (or prefix) associated with the namespace URI. We need to use the XmlNamespaceManager class to associate a namespace prefix to the namespace URI. Here is the code snippet: private XmlNodeList RunXPathQuery(XmlNode XmlNodeToQuery, string XPathQuery) { // load the complete XML node and all its child nodes into a XML document XmlDocument Document = new XmlDocument(); Document.LoadXml(XmlNodeToQuery.OuterXml); // all the possible namespaces used by SharePoint and a randomly choosen prefix const string SharePointNamespacePrefix = "sp"; const string SharePointNamespaceURI = http://schemas.microsoft.com/sharepoint/soap/"; const string ListItemsNamespacePrefix = "z"; const string ListItemsNamespaceURI = "#RowsetSchema"; const string PictureLibrariesNamespacePrefix = "y"; const string PictureLibrariesNamespaceURI = http://schemas.microsoft.com/sharepoint/soap/ois/"; const string WebPartsNamespacePrefix = "w"; const string WebPartsNamespaceURI = http://schemas.microsoft.com/WebPart/v2; const string DirectoryNamespacePrefix = "d"; const string DirectoryNamespaceURI = http://schemas.microsoft.com/sharepoint/soap/directory/; // now associate with the xmlns namespaces (part of all XML nodes returned // from SharePoint) a namespace prefix which we can then use in the queries XmlNamespaceManager NamespaceMngr = new XmlNamespaceManager(Document.NameTable); NamespaceMngr.AddNamespace(SharePointNamespacePrefix, SharePointNamespaceURI); NamespaceMngr.AddNamespace(ListItemsNamespacePrefix, ListItemsNamespaceURI); NamespaceMngr.AddNamespace(PictureLibrariesNamespacePrefix, PictureLibrariesNamespaceURI); NamespaceMngr.AddNamespace(WebPartsNamespacePrefix, WebPartsNamespaceURI); NamespaceMngr.AddNamespace(DirectoryNamespacePrefix, DirectoryNamespaceURI); // run the XPath query and return the result nodes return Document.SelectNodes(XPathQuery, NamespaceMngr); } First we create a new XmlDocument object and load the XML string of the passed along XmlNode into it. This way we can manipulate the XML document as needed without affecting the original XmlNode object itself. Then we create an XmlNamespaceManger object and assign it to the XmlDocument object. This we do by passing along the NameTable property of the XmlDocument. Next we add all the namespace URI's with its namespace prefixes. There are five different namespaces you will run into frequently (see declared constants). Finally we run the XPath query and return the collection of matching XML nodes. The namespace shown in our sample XML snippet gets the "sp" namespace prefix associated so our XPath query would change to "//sp:List". This will now return all matching XML nodes.

Some real life examples of using the SharePoint web services The following examples demonstrate how you can leverage the SharePoint web services to interact tightly with SharePoint from within your application. The detailed code for each example can be found in the attached "SharePoint explorer" sample application. The

description below explains which web service and web method to use to obtain the desired SharePoint information. Example 1 - Get the collection of SharePoint lists, fields and views In the first example we want to get the collection of SharePoint lists. For each list we want to get all the defined list fields (fields you can use to store information) and finally all views associated with the list. Here are the web methods to call:



On the Lists web service call the GetListCollection() web method to get the collection of all SharePoint lists. This returns an XML document with all SharePoint lists.



Next you run the "//sp:List" XPath query to get all matching List nodes. The Title attribute of each matching node contains the name of the SharePoint list.



For each SharePoint list we call the GetList() web method on the Lists web service, passing along the list name. This returns a XML document with detailed information about the list including the list of fields.



Next you run the "//sp:Field" XPath query to get all the matching Field nodes. The Name attribute contains the field name.



For each SharePoint list we call the GetViewCollction() web method on the Views web service, passing along again the list name. This returns a XML document listing all views for the list.



Finally you run the "//sp:View" XPath query to get all the matching View nodes. The Name attribute contains the name of the view.

Example 2 - Get the list of users and site-groups In this example we want to get the list of site users and to which site group each user belongs. We also want to get the list of site groups and which users belong to each site group.



On the Users-and-Groups web service we call the GetUserCollectionFromWeb() web method. This returns an XML document with all the site users.



Next you run the "//d:User" XPath query to get all the matching User nodes. The Name attribute contains the user name and the LoginName attribute the user's login name.



For each user we call the GetRoleCollectionFromUser() web method on the Usersand-Groups web service passing along the user's login name. This returns a XML document with all the site groups the user belongs to.



Next you run the "//d:Role" XPath query to get all the matching Role nodes. The Name attribute contains the site group name.



To get the list of site groups call the GetRoleCollectionFromWeb() web method on the Users-and-Groups web service. This returns an XML document with all site groups.



Next you run again the "//d:Role" XPath query to get all the matching Role nodes. The Name attribute contains the site group name.



Finally call for each site group the GetUserCollectionFromRole() web method on the Users-and-Groups web service passing along the site group name. This returns an XML document with all the users belonging to this site group.



Next you run again the "//d:User" XPath query to get all the matching User nodes. The Name attribute contains the user name and the LoginName attribute the user's login name.

Example 3 - Get the list of sites, site-templates and list-templates With the last example we want to get a list of all sites in the site collection. We want to get for the site collection the list of site templates. Additionally we want for each site the list of list templates.



First we call the GetAllSubWebCollection() web method on the Webs web service. This returns an XML document with all sites in the site collection.



Next run the "//sp:Web" XPath query to return all matching Web nodes. The Url attribute contains the absolute URL for the site.



Then we call the GetSiteTemplates() web method on the Sites web service. This returns an array of available site templates in the site collection, which is an array of the type Sites.Templates. The attached sample application converts all structures to an XML document using reflection, so you can run XPath queries against it (see the method SharePoint.SitesGetSiteTemplates()).



Next run the "//SharePointServices.Sites.Templates" XPath query which returns all matching template nodes. The Title attribute contains the template title and the Name attribute the SharePoint template name.



For each site we call the GetListTemplates() web method on the Webs web service. Before calling the web service object you need to set the URL to the site URL (returned by GetAllSubWebCollection()). This way we make sure that t he call is to the site itself and returns the list templates of that site. This returns an XML document with all list templates.



To finish run the "//sp:SiteTemplate" XPath query to return all matching SiteTemplate nodes. The DisplayName attribute contains the name of the list template.

Summary SharePoint comes with a vast number of web services and web methods which enable you to tightly integrate SharePoint capabilities into your application. It is very easy to learn and use these web services and web methods. Please refer to the attached "SharePoint web service browser" example which provides a complete wrapper class for all existing (about 150) web methods. This removes the burden of adding all the web references and worrying about the details how to instantiate each web method, etc. The sample application provides a user interface to explore all web methods. You can browse the web services and web methods, display the SDK help page, enter the input values, execute the web method and look at the displayed output values. The second example - "SharePoint explorer" provides a much more comprehensive sample of how to use and work with the SharePoint web services and web methods. It retrieves as much information and displays the data in lists and tree nodes (always running simple XPath queries against the result-set). The user interface allows you to traverse through the related data. You can also write your own web services using the managed SharePoint server API. Here is a sample application which provides a document check-in and check-out capability through a new web service.

Tips & Tricks for Managing WSS 3.0 Introduction

This article is to give the developers or system administrators who are responsible for installing WSS 3.0 for some tips which is important to keep their servers healthy and up after installing WSS 3.0 on their web servers. Problem If you installed WSS 3.0 on your PC, I'd like to mention some tricks if you are a .net developer or you are the person who managing web servers: 1-first, you will see that you can't debug any web application, if you are working in your development PC, and you will get error message when you are trying to debug any asp.net web site mentioning that "You are not debugger user", and you should notice that before installing WSS 3.0 you can debug any asp.net website or web service. Problem Resolution The Cause of this error is: after installing WSS 3.0, it creates a default site on port 80, and as you know that the default web site in IIS in listening also on port 80 that cause the Default web site doesn't work, and even if you change the port for the default SharePoint site, the site will not work. Solution Tips & Tricks Simply, 0pen SharePoint central administration site, go to Application managment, and click on create or extend web application, and you have to extend the new site to be in different port #.

Then select to create new application, as shown below.

The page below is shown that a new web application will be created on new port #.

This is not all, the new create web application, you have to create a site for it, because by default it doesn't create the default site for you, create a new site. Then, don't forget to delete the Default Site Web Application which is created when you were installing WSS 3.0, it will delete the web application and all related sites for it. Note: If you are a the person who responsible for managing web servers, don't forget to do that on Peak time, and creating the new web site for your staff on extended site not the default one as described above

Starting With Sharepoint

Why use Sharepoint? Well, let me start from here, every organization let it be a Small, Medium Or Big would like to webify each and every good activity that any employee carries out till (s)he is in organization-premises and it becomes a matter of prestige for any organization to have their own Enterprise portal. Truly speaking in today's world of internet your business can't survive if you don't make your business compatible with E-World. But it's quite obvious that not all the organizations can afford the huge amount that they had to invest in getting an enterprise level portal build for them. For such kind of scenarios Microsoft came up with an idea of "Sharepoint Server", and now it's only a matter of few clicks to build an enterpriseportal. Here are the top 10 reasons for using an "Sharepoint Server".

1. Create a Complete View of Your Business Access All the information, documents and applications you use throughout the day through Microsoft Office SharePoint Portal Server 2003. Single Sign On and built in Microsoft BizTalk Server and application connector integration enable IT Professionals to integrate existing Line of Business applications into the portal. You can find and reuse timely and relevant information from systems and reports, and quickly locate and access documents, projects, and best practices by searching or browsing -- all through the portal. Web Parts enable you to assemble a view of complementary information from multiple sources, so you can view customer information from Customer Relationship Management systems, Outlook, file shares and web sites at the same time.

2. Put Relevant Information at Your Fingertips Microsoft Office SharePoint Portal Server 2003 enables you to be more productive by giving you immediate access to up-to-date, relevant information. You can organize all the information, documents and applications you access throughout the day in a single view on My Site. Single sign on and personalization services enable you to not only access applications through the portal; SharePoint Portal Server provides direct access to those sections of the application you are most interested in, without having to remember your password. Audience targeting enables IT to customize an experience for you based on your role, hierarchy or interests, pushing relevant news, links, documents, applications and Web Services to your portal.

3. Share Knowledge Across the Organization Microsoft Office SharePoint Portal Server 2003 makes it easy for Business Units, teams and individuals to contribute content to the portal. Business Units can integrate their SharePoint Portal into the enterprise portal, enabling them to share knowledge with other Business Units. Teams can easily make the content in their Microsoft Windows SharePoint Services sites discoverable through the portal through browsing or searching. And users can publish documents and Best Practices to the rest of the organization by adding them to the public view of their personal sites.By integrating with other office products, such as Microsoft Access, Microsoft FrontPage and Microsoft Visual Studio, teams can leverage and share information they already have deep investments in.

4. Find and Leverage Your Organization's Intellectual Capital SharePoint Portal Server's industry-leading search technology lets you locate documents, project plans and Best Practices in file shares, web sites, Exchange Public Folders, Lotus Notes, Windows SharePoint Services sites and databases instead of re-creating the wheel. Create documents in FrontPage and show reports using a live XML-based data connection. You can find more than just documents and websites; SharePoint Portal Server provides access to the people and teams that contribute knowledge to your organization. Links take you to My Sites and SharePoint sites so you can investigate other contributions from the experts. Information, documents and sites can also be organized into topics, enabling you to find a wealth of relevant information by browsing.

5. Find, Aggregate and Provision SharePoint Sites Microsoft Office SharePoint Portal Server 2003 utilizes Windows SharePoint Services sites to create portal pages for people, information, and organizations. The portal becomes a collaborative experience by extending the capabilities of Windows SharePoint Services sites, enabling you to organize, manage and provision SharePoint sites from the portal. Teams can also publish information in their sites, sharing their Best Practices with the entire organization.

6. Create Self-Service Portals With its industry-leading search, single sign on technology and built in BizTalk Server and application connector integration, Microsoft Office SharePoint Portal Server 2003 enables you to create self-service portals for employees, partners and customers. Employees can access HR systems and sign up for benefits using the same portal they use everyday to access people, teams and knowledge. Because SharePoint Portal Server is so easy to use, you can deploy it as an extranet and enable customers and partners to place and track their own orders or search for support documents, improving customer satisfaction while reducing your support costs. Extend a team web site beyond static pages using FrontPage.

7. Automate Business Processes Microsoft Office SharePoint Portal Server 2003 helps relevant information find you through Alerts and Audience Targeting. Alerts notify you when any relevant document, SharePoint site, or application has been added or changed. You can even be alerted when a specific expert or team adds new information to the portal. Audience targeting enables IT groups to push relevant information and applications to a group of users with similar job roles, titles, or interests. Audiences can be created from Active Directory, Distribution Lists, hierarchies, or any other criteria that you define.

8. Speed Adoption with Familiar Interfaces and Tools New technologies often fail because they are too hard to use and no one has time to attend lengthy training courses. Microsoft Office SharePoint Portal Server 2003 speeds user adoption and lowers training costs by using familiar tools found in Office applications, such as drop down boxes to display editing options, and drag and drop tools to customize the portal content and layout. IT Professionals can create Web

Parts that expose information, applications and Web Services by using familiar tools such as Visual Studio.NET and FrontPage.

9. Reduce Development Time and Cost with Out of the Box Portal Services Microsoft Office SharePoint Portal Server 2003 can be deployed right out of the box without any additional development work. Portal services such as search, SharePoint site management, topics and My Sites are available immediately. Web Parts can be created in FrontPage that provide read/write access to Microsoft applications such as Outlook are also available right out of the box, lowering your development costs.

10. Ease Deployment with Flexible Options Regardless of whether your organization wants to take a top-down or bottom-up approach to deploying portals, Microsoft Office SharePoint Portal Server 2003 has a deployment model that fits your needs. The portal is built on a scalable, highly distributed architecture that can be deployed on a single box or server farm. You can link Windows SharePoint Services sites, Business Unit portals and the enterprise portal together at any time, enabling knowledge to be shared across the organization.

What is the Relationship between Windows SharePoint Services and SharePoint Portal Server 2003? Microsoft SharePoint Products and Technologies facilitate collaboration within an organization and with partners and customers. Using the combined collaboration features of Windows SharePoint Services and SharePoint Portal Server 2003, users in your organization can easily create, manage, and build their own collaborative Web sites and make them available throughout the organization. Microsoft SharePoint Products and Technologies facilitate collaboration within an organization and with partners and customers. Using the combined collaboration features of Windows SharePoint Services and SharePoint Portal Server 2003, users in your organization can easily create, manage, and build their own collaborative Web sites and make them available throughout the organization. Windows SharePoint Services is a collection of services for Microsoft Windows Server 2003 that you can use to share information, collaborate with other users on documents, and create lists and Web Part pages. You can also use Windows SharePoint Services as a development platform for creating collaboration and information-sharing applications. SharePoint Portal Server 2003 is a secure, scalable, enterprise portal server built upon Windows SharePoint Services that you can use to aggregate SharePoint sites, information, and applications in your organization into a single, easy-to-use portal. In addition to the features of Windows SharePoint Services, SharePoint Portal Server 2003 includes the following features: •

News and Topics



My Site, with personal and public views



Information targeted to specific audiences



Powerful indexing and searching across file shares, Web servers, secure Web servers, Exchange Public Folders, Lotus Notes, and SharePoint sites



Alerts that notify you when changes are made to relevant information, documents, or applications



Single sign-on for enterprise application integration



Integration with Microsoft BizTalk Server

Because SharePoint Portal Server 2003 requires Windows SharePoint Services, all features of Windows SharePoint Services are available in SharePoint Portal Server 2003.

Feature Matrix The following table shows the features that are included in Windows SharePoint Services and SharePoint Portal Server 2003. Feature

Windows SharePoint SharePoint Portal Server Services 2003 Alerts Yes Yes Browser-Based Customization Yes Yes Discussion Boards Yes Yes Document Libraries Yes Yes Document Workspace Yes Yes Meeting Workspace Yes Yes Lists Yes Yes BizTalk Integration Yes Yes Microsoft FrontPage Yes Yes Integration Microsoft InfoPath Integration Yes Yes Surveys Yes Yes Templates Yes Yes Web Part Pages Yes Yes Automatic Categorization Yes Yes Audiences Yes Yes Topic Areas Yes Yes News No Yes Personal Sites No Yes Shared Services No Yes Single Sign-On No Yes Site Directory No Yes User Profiles No Yes For more information: http://www.microsoft.com/sharepoint

How to create a SharePoint site within the portal? SharePoint Portal Server enables information workers to rapidly develop team sites for collaboration across the enterprise. The first step is to select whether you want to use a site or a workspace template: sites are geared more for communication among team members, whereas workspaces serve as a drafting and development environment. But in both cases, sites and workspaces can be customized to suit your specific needs. See the following table for examples of templates. You create sites the same way as you create workspaces. However, the designation of a site or a workspace occurs at the end of the site creation process when you are given a list of template options from which to choose.

Site and Workspaces

Template Team Site

Document Workspace Sites

Meeting Workspace Sites

Description Web sites based on Microsoft Windows SharePoint Services are designed to be flexible. You can tailor a site to fit your users' needs by adding or removing pages, changing the appearance of pages, changing the site navigation, and making other customizations New Document Workspace sites deliver sites that are centered on one or more documents. You can easily work together with coworkers on a document - either by working directly on the copy located on the Document Workspace site or by working on your own copy, which you can update periodically with changes that are saved to the copy located on the Document Workspace site. You can create a Document Workspace site from a word processing program compatible with Windows SharePoint Services. For example, you can create a Document Workspace from Microsoft Office Word 2003, Office Excel 2003, Office PowerPoint 2003, as a Shared Attachment in Office Outlook 2003, or by using the browser from a document library. New Meeting Workspace sites deliver a place for managing meetings and their attendees, agendas, documents, decisions, and action items. Users can contribute to a Meeting Workspace site using a browser. You can create a Meeting Workspace site from an e-mail program compatible with Windows SharePoint Services, such as Office Outlook 2003 or by using the browser from an events list.

How to Add Discussion Board? Web sites based on Microsoft Windows SharePoint Services include Web discussions, a special collaboration feature that allows users to communicate with each other on the World Wide Web. Web discussions are threaded discussions that allow users to collaborate on HTML documents or on any document that can be opened with a browser (such as .htm, .xls, .doc, and .ppt files) on a server running Windows SharePoint Services. Users can add and view discussion items located within documents, or general discussion items located in the discussion pane. After creating a workspace, you can add a discussion board, to maximize the interaction among users. With proper management, discussions are a powerful collaborative tool. However, without solid moderation, discussion boards can become cluttered and frustrating. A discussion board can be created in the workspace site. Follow the steps below to learn how to create a discussion board. 1. Navigate to an existing workspace site that you have created. If there are no workspace sites available. Follow the instructions in the 'How to Create a Team Site' before proceeding with the instructions below. 2. Click 'Create' on the Horizontal Navigation bar 3. Scroll to the Discussion Board section and click on the 'Discussion Board' link. 4. Enter a Name and Description for your new Discussion Board. 5. If you would like the new Discussion Board to show up in the left navigation of the workspace site, select 'Yes' for the 'Display the Discussion Board on the Quick Launch Bar'. 6. Click 'Create' Once created, you can open the new discussion board by clicking Documents and Lists on the Horizontal Navigation bar and then clicking the discussion board name in the Discussion

Boards section. If you chose to add the discussion board to the Quick Launch bar, you can also click the discussion board name there to open it.

How to create A Meeting Workspace? A Meeting Workspace site is a Microsoft Windows SharePoint Services sub site that is designed for centralizing all the information and materials for one or more meetings. Although some management tasks are specific to workspace sites, most of the tasks that you do for other types of SharePoint sites also apply to Meeting Workspace sites. Help for the Meeting Workspace site as well as general Windows SharePoint Services Help is available from the workspace site. To create a new meeting workspace, follow the instructions below: 1. Go to the Web site where you want to add the workspace site. 2. On the top link bar, click Create. 3. Under Web Pages, click Sites and Workspaces. 4. Complete the information about the workspace site you want to create, and then click Create. 5. Select the Meeting Workspace template you want to use, and then click OK.

How to assign a new task? Some management tasks are specific to workspace sites, most of the tasks that you do for other types of SharePoint sites also apply to Meeting Workspace sites. To assign a new task follow the steps below: 1. Navigate to an existing meeting workspace site. If there are no workspaces available. Follow the instructions in the 'Creating a Meeting Workspace' before proceeding with the instructions below. 2. If the task list is not present on the meeting site home page follow these instructions, if a task list is present, skip this step. 1. Look to the upper right hand corner of the site and Click 'Modify this Workspace' 2. Click 'Add Web Parts' 3. Drag and Drop 'Tasks' into a Web Part Zone 4. Click the 'x' to close the 'Add Web Parts' Window 3. At the top of the list, click New Item.

4. In the Title box, type a heading for the task. This field is required. 5. Enter information in the remaining boxes as desired. 6. In the Start Date and Due Date boxes, click the calendar, select a date, and then select a time in the hour and minutes boxes. 7. In the 'Assigned To' field select the teammate the task will be assigned to. 8. Click Save and Close.

How to post Meeting Follow-up Items? Meetings typically generate action items.

To post follow up items within the site follow these steps: 1. Navigate to an existing meeting workspace site. If there are no workspaces available. Follow the instructions in the 'Creating a Meeting Workspace' before proceeding with the instructions below. 2. Look to the upper right hand corner of the site and Click 'Modify this Workspace' 1. Click the 'Show All Lists' Link 2. Scroll to and Click 'Tasks' 3. Enter a Name (i.e. Follow-Up Tasks) and Description. Click Create. 3. Look to the upper right hand corner of the site and Click 'Modify this Workspace' 1. Click 'Add Web Parts' 2. Drag and Drop 'Follow-Up Tasks' into a Web Part Zone 3. Click the 'x' to close the 'Add Web Parts' Window 4. At the top of the list, click New Item. 5. In the Title box, type a heading for the task. a. This field is required. 6. Enter information in the remaining boxes as desired. 7. In the Start Date and Due Date boxes, click the calendar, select a date, and then select a time in the hour and minutes boxes. 8. In the 'Assigned To' field select the teammate the task will be assigned to. 9. Click Save and Close.

How to post Key Decisions? To Post a new Decision follow the steps below: 1. Navigate to an existing meeting workspace site. If there are no workspaces available. Follow the instructions in the 'Creating a Meeting Workspace' before proceeding with the instructions below. 2. If the task list is not present on the meeting site home page follow these instructions, if a task list is present, skip this step. 1. Look to the upper right hand corner of the site and Click 'Modify this Workspace' 2. Click 'Add Web Parts' 3. Drag and Drop 'Decisions' into a Web Part Zone 4. Click the 'x' to close the 'Add Web Parts' Window 3. At the top of the list, click New Item. 4. In the Title box, type a decision. 1. This field is required. 5. Enter information in the remaining boxes as desired. 6. Click Save and Close.

How to Create a Document Workspace? A Document Workspace is a drafting area for teams to work on documents; members can

go to the workspace to work on the documents or to participate in discussions and surveys about the documents. If you create a workspace based on an existing document, the Document Workspace site carries the same name as the document on which it is based. The document is then stored in a separate document library in the new Document Workspace site.

How to Create a Survey? For a company intranet site, you may want a few people controlling the structure of the site, but many more people who can add new content, or participate in surveys. So surveys are anytime important aspect of an intranet portal. Steps to add create survey in your web portal are, 1. Navigate to an existing workspace site that you have created. If there are no workspace sites available. Follow the instructions in the 'How to Create a Team Site' module before proceeding with the instructions below. 2. In the top link bar, click Create. 3. On the Create Page, click Survey. 4. In the Name box, type a name for the survey. 5. In the Description box, type a description of the purpose of the survey.

6. In the Navigation section, if you want a hyperlink to this survey to appear on the Quick Launch bar, click Yes.

7. In the Survey Options section, if you want respondents' names to be visible when a team member views the survey results, click Yes under Show user names in survey results?

8. If you want to allow team members to respond more than once to the survey, click Yes under Allow multiple responses?.

9. Click Next. 10. On the Add Question page, in the Question box, type a question. 11. Select an option for the type of answer that you want. 12. For example, if you want team members to choose from a set of items, click Choice. 13. In the Optional settings for your question section, specify the settings that you want. 14. The following types of answers are available, with options for each type as shown: 1. Single Lines of Text 2. Multiple Lines of Text 3. Choice 4. Rating 5. Scale 6. Number 7. Currency 8. Date/Time 9. Lookup 10. Yes/No

15. If you want to add more requisitions, click Next Question and repeat the steps above. 16. When you are done adding questions, click Finish.

What are Public and Private Views? One of the first things you will notice with My Site is that your personal site consists of two views: A private view for personal information that only you can see, and a public view seen by everyone else. The private view is shown by default when you first enter your personal site. To switch to the public view, click Public in the Select View section of the action pane. Private View Your private view contains content targeted to you based on your membership in a particular audience. For example, if you are a new employee, you might find links to key training resources. You can also organize and access your documents, view and manage your alerts and alert results, link to interesting people and information, view your e-mail inbox, and maintain a calendar Public View Your personal site has a public view that contains information that you share with other users. The public properties of your user profile are displayed on this page, along with links and sites that you decide other users might want to see. Your most recent shared documents also appear automatically in the public view of your personal site. However, another user may not see all the content on your site depending upon their respective rights to access certain content. The public view of your personal site is a convenient way for you to manage the way that other people in your organization find you and your work. You can easily update your public profile; provide appropriate shared links, and share documents and other information. You can send a link to your site to other people in your organization. To switch to the public view on your My Site follow the steps below 1. From the portal home page click on the 'My Site' link in the upper right hand corner. 2. Click Public in the Select View section of the action pane.

What are Documents and Lists in Sharepoint? In your personal site you can create a variety of collaborative spaces, including document libraries, picture libraries, lists, discussion boards, surveys, sites, document workspaces, and meeting workspaces. The Difference between Private and Shared Document Libraries When you open the Documents and Lists page, you may notice two types of document libraries: Private Documents and Shared Documents. •

Use the Private document library for documents that you want to keep private; they are only visible to you.



Use the Shared document library to share a document with others; Documents stored here are shared on your public home page.

How to Create an Alert? Alerts are required when a user want to be notified of changes in the information of interest to them. SharePoint alerts can be set to notify users of changes to documents, sites, lists

(announcements, contacts, events, tasks, surveys, and links), individual items in the lists, news items, document libraries, and portal users. In addition, an alert can be set to notify users when the results of a saved query change. With so many possibilities, it is important that alerts be set up to provide the user with beneficial information as opposed to generating a lot of messages that may get ignored. Steps to create Alert 1. Navigate the portal and go to a page that displays a portal area. 2. In the Actions list (found in the left hand navigation bar), click Alert Me. 3. In the Title section, type a title for your alert or keep the automatically created default title. 4. In the Delivery Options section, specify how you want to receive alert results. If you click E-mail, specify how often you want to be notified of changes. 5. Click advanced options to view additional settings.

6. In the Alert Results section, specify whether you want to be notified when items have been discovered or changed. Note: By default, this alert informs you when area listings, lists, and list items are discovered or changed.

7. In the Filter section, you can specify keywords to refine your alert results. Adding filters to your alert limits results to omit items that do not match the restriction you specify and reduces the number of results generated. Tip: Separate words or phrases with a comma. 8. Click OK

How to Post or Publish Content to the Portal? To organize the content within an area or sub area, you can assign content to different groups. Each group is displayed by a group heading with the content listed under it. There are default group headings called General, Highlight, and Expert that you can assign content to. You can also create new groups that work best for your organization and content. For example, in the Topics area, under the sub area Resources, you might create several groups called Online Training, Classroom Training, and Books. You can also rename, delete, and specify the order in which groups appear on a page.

How to Modify General Information about a Team Site? In this task, you will learn how to manage your web site properties. Often, after you begin to manage a new top-level site, you may need to modify the site settings you originally set when creating the site.When you consider the management of sites in your organization, it may be helpful to think about sites in the following hierarchy: Web sites in Microsoft Windows SharePoint Services are organized into site collections. Each site collection has a top-level Web site that can have multiple sub sites; each sub site can have multiple sub sites. Because sites are nested in a hierarchy within the site collection, it can be challenging to manage them all. However this is also the reason it is so important to properly maintain your sites.

How to Apply a Theme to a Team Site? A Windows SharePoint Services theme is a design set that establishes the fonts and color for a Web site. By applying a theme, you apply visual consistency across your site.In this task, you will learn how to apply a theme to an entire Web site. Each new Web site you create

automatically reflects the default theme. This theme can be changed from within the browser of the SharePoint Portal Server.Themes and Web Editing ToolsEach time you apply a theme using the web browser; it resets the theme across the entire site you have created. However, applying a theme from within the browser will not change any pages formatted using a Web page editing tool, such as FrontPage 2003.Therefore, it is recommended that you try to avoid changing your theme once your content has been modified using a Web editing tool.

How to find People within an Organization? The best way to find other users within the organization is to use the search function at the portal level. User profiles allow you to search for and connect with people within your organization based on information they publish about themselves. Index and search services use the profile information to improve search results. Steps to Search for a Person: 1. From the Portal home page, simply type the person's name into the search field in the top-right corner of the portal page and press Enter. 2. When a user name appears in the portal site, click the name to view the public view of that person's personal site Everything that a person chooses to share is available for you to see. You can see a person's shared links to sites, people, and documents that might help you get your work done. You can also see what information you have in common. This will help for collaboration purposes.

How to conduct a Simple Search? Microsoft Windows SharePoint Services enables users to search all Web site content on your server or server farm - a broader search capability than offered in SharePoint Team Services v1.0. In that version, searching was implemented using Internet Information Services (IIS) catalogs and limited to documents on the file system; users were not able to search through lists, such as tasks and contacts, or through discussion board items. Because all site information (including documents) is now stored in a database, the search model has been changed to allow searching of all site content. Search features are only available for Windows SharePoint Services with Microsoft SQL Server 2000. If you are running Microsoft SQL Server 2000 Desktop Engine (Windows) (WMSDE) for your database, no search features are available. If you want to allow full-text searching on your Web sites, you must upgrade to SQL Server 2000. Steps to carry out a Simple Search 1. To begin searching, type a search term in the search box in the upper right corner of the screen. For example, you can type the name of the team or division in which you work to see documents, people, and information related to that team. 2. You can narrow the scope of your search by clicking the content sources list. This provides you with a list of content sources that can be searched. To search all content sources, ensure that All Sources is selected. 3. When you are ready, click the green arrow to begin the search.

How do you modify 'My Page'? Throughout the other modules you have created your personal profile, posted documents, and searched for co-workers in your organization on your personal page, you may decide to adjust your page to establish a more unique look. SharePoint Portal Server 2003 features

Web Parts; modular units of information that have a specific function and form the basic building blocks of a Web Part Page.You can add web parts to your personal page from a Web Part gallery while working in personal view in My Site. These Web Parts are called private Web Parts because they are available only to the person who added or imported them - no other users can see private Web Parts.

Using Web Parts Typically the processes for adding Web Parts are the same whether you are on the adding them to your personal page or to a shared page. Adding Web Parts to My Page Follow the steps below to complete the module: 1. Navigate to an existing workspace site that you have created. If there are no workspace sites available. Follow the instructions in the 'How to Create a Team Site' module before proceeding with the instructions below. 2. To add a web part to My Page, 1. If you are not already in Personal View, Switch to Personal View by clicking the drop down arrow next to Modifying Shared Page. 2. Click 'Personal View' 3. Click the drop down arrow next to Modifying My Page. 4. Hover over 'Add Web Parts' and click 'Browse'. 5. Select the web part from the 'Web Part List' you would like to add and drag and drop the web part into a zone. 6. Click the 'x' to close the 'Add Web Parts Window' Design this Page When you are in Web Part page design mode, you can drag web parts to arrange them on the page. Reset Page Content You may decide that the changes to a page are no longer needed, and that you want to return the page to its original content and layout. You can reset page content, but any changes or customization that you've made are destroyed. Reset Web Part Content You may decide that the changes to an individual Web Part are no longer needed, and that you want to return the Web Part to its original content and layout. You can reset Web Part content, but any changes or customization that you've made are destroyed. To reset Web Parts follow the steps below: 1. Click the arrow for the Web Part that you want to reset 2. Click Reset Web Part Content, then click OK HINT: If the Reset Web Part Content is not available, no changes are made to this Web Part. In order to customize your My Site page to include inbox, tasks and calendar information, your organization must be using Microsoft Exchange.

How to Personalize a Web Part on a Team Site? You can practice Modifying Web Parts by clicking on the Activities on this page and the next. These Activities will familiarize you with the general processes involved in changing the appearance of web pages. Once you grasp the general steps involved in Modifying Web Parts, you can take the liberty of exploring some of the other options available to you that have not been covered in the Activities.

Personalized, Private and Shared Web Parts You have different editing and viewing abilities, depending on the type of Web Part and upon your permissions. The three varieties are explained below. Personalized Web Part: If you modify a shared Web Part in Personal view, this becomes a personalized Web Part. The changes you make this way are visible only to you. Private Web Part: If you add a Web Part to a page in Personal view, it is a Private Web Part. Private Web Parts are visible only to you. Shared Web Part: If you have the authority to add a Web Part to a Shared View page, you are adding a Shared Web Part. These are visible to all viewers of the Shared View page. Assuming you have this authority and you would like to modify an existing Web Part, you will notice the Advanced Properties are visible to you. These options are not available to the general user.

How to Manage Site Groups and Permissions within in Team Site? SharePoint has default site groups with default settings. Although it is possible to customize the permissions for a default site group, it is not recommended. For example, if you changed the permissions of the whole Content Manager group for your site, think about the confusion users may have if a Content Manager on your site had different rights than the Content Managers on Site B, or Site C, and so forth. For the sake of consistency and security, changing the default rights of a site group is usually not the best form of site group management.A better way to manage site group permissions is to create a new custom site group, and assign the group the permissions you wish.

PDF Search in SharePoint

SharePoint Search! This is not a new topic at all but is certainly the most important area to be explored in SharePoint. Microsoft boasts about SharePoint's search functionality as one of the best in the world. SharePoint uses full text searching in order to retrieve relevant information from a number of documents. Search works quite well when it comes to the most popular formats like doc, txt, htm, xls, and ppt but fails in the case of mht, aspx, asp, etc. PDF is not supported by default and one has to install the iFilter that can be downloaded from the Adobe site. Install the filter, tweak your configuration files and within minutes, you will be able to index and search PDF documents. Here are some links that show how to enable PDF searching in SharePoint: http://support.microsoft.com/?id=555209 http://support.microsoft.com/default.aspx?scid=kb;EN-US;832809 You will notice that the link shown in the above article takes you to the Adobe site where you can download iFilter v5.0. For your information, Adobe has release iFilter v6.0 as well,

which is available for downloading. You can download it here: http://www.adobe.com/support/downloads/detail.jsp?ftpID=2611 These filters help you index Adobe PDF documents with Microsoft Indexing clients. This allows the user to easily search for text with in the PDF documents. Theoretically, SharePoint searches following document types: •

ascx - ascx document



asp - asp document



aspx - aspx document



doc - Microsoft Word Document



dot - Microsoft Word Template



eml - Internet E-Mail Message



exch - exch document



htm - HTML Document



html - HTML Document



jhtml - jhtml document



jsp - jsp document



mht - MHTML Document



mhtml - MHTML Document



nsf - nsf document



odc - Microsoft Office Data Connection



ppt - Microsoft PowerPoint Presentation



pub - Microsoft Office Publisher Document



tif - Microsoft Office Document Imaging File



tiff - Microsoft Office Document Imaging File



txt - Text Document



url - Internet Shortcut



vdx - vdx document



vsd - vsd document



vss - vss document



vst - vst document



vsx - vsx document



vtx - vtx document



xls - Microsoft Excel Worksheet



xml - XML Document

Practically, not all documents are returned in the results even if you provided correct keywords. Please read this great article from Bil Simser: http://weblogs.asp.net/bsimser/archive/2004/10/06/238787.aspx Things to remember: 1. Restart your IIS after adding a new iFilter. You don't need to restart your machine.

2. iFilter must be installed on the machine where your SQL Server is and not on the machine where your SharePoint front end is installed.

Programmatically uploading multiple files to Custom sharepoint list in 2007

Introduction: A custom SharePoint list can be configured to collect any type of data and SharePoint automatically generates the forms for adding new items, editing items and viewing items. Team Web site comes with a built-in List Calendar, Task, which is listed on the Quick Launch bar. A new custom list has to be created for storing the files.

Steps creating custom list:

Custom list created

Custom Column Creation

1. 2. 3. 4.

While creating custom list Named as FileList default column will create Title. Modify column name Title as Filename. Create one more column as Filedate. Create one more column as FileSize.

Implementation of Web part The files are added to the custom GridView (list) in web part level using browse file upload button. You can add and delete multiple files in this list. Finally all the files are uploaded in custom share point list Filelist using submit button in webpart. The steps to create a web part •

Make sure installed VS.net 2005.



Make sure installed Web part Project Library in your system.



Start VS.Net 2005 and create a new project.



Select Project Type as Visual C#-->SharePoint.



Visual Studio Installed templates as Web Part.



Change Name as MultipleUploadWebpart.



Change Location as e:\ MultipleUploadWebpart.



Change Solution name as FileUploadWebPart.

Using the Render method The Web part base class seals the Render method of System.Web.UI.Control because the Web Part infrastructure needs to control rendering the contents of a Web Part. For this reason, custom Web Parts must override the Render method of the Web part base class. The Complete Web part Code

#region File Information ///<summary> /// -----------------------------------------------------------------------------------------------------/// Namespace : MultipleFileUploadWebPart ///

///Purpose : To Create Webpart to programmatically upload MultipleFiles to Custom SharePoint List /// /// Change History /// ------------------------------------------------------------------------------------------------------///Date Edit Author Comment /// -------------+-------+------------------------------------------------------------------------------///12-July-2007 [100] Saravanan_Gajendran Create Webpart /// -------------+-------+------------------------------------------------------------------------------/// using System; using System.Runtime.InteropServices; using System.Web.UI; using System.Web; using System.Web.UI.WebControls; using System.Web.UI.HtmlControls; using System.Web.UI.WebControls.WebParts; using System.Xml.Serialization; using System.Data; using System.IO; using System.Text; using System.Web.SessionState; using Microsoft.SharePoint; using Microsoft.SharePoint.WebControls; using Microsoft.SharePoint.WebPartPages; namespace MultipleUploadWebpart { [Guid("2115a405-ff46-4040-8370-6e4fcb7b9194")] public class MultipleUploadWebpart : System.Web.UI.WebControls.WebParts.WebPart { #region Variables private HtmlInputFile inputFile; private Button btnUpload; private Label lblMessage; private GridView dgdUpload; private string fileName = ""; private Button btnSubmit; private HyperLinkFieldhlnkFileName; private BoundField bndFileSize; private BoundField bndFileKb; private ButtonColumn btnclmDelete; private CommandField cmdDelete; private double length; byte[] contents; DataTable dt;//datatable use for multiple file upload DataRow dr;//datarow use for multiple file upload DataColumn dc;//datacolumn use for multiple file upload double count = 0;//count of file size #endregion

#region Create Child Control protected override void CreateChildControls() { #region inputfile this.inputFile = new HtmlInputFile(); this.inputFile.ID = "_fileUpload"; #endregion #region message label this.lblMessage = new Label(); this.lblMessage.ID = "_lblMessage"; this.lblMessage.Text = ""; #endregion #region Button this.btnUpload = new Button(); this.btnUpload.ID = "_btnUploadUpload"; this.btnUpload.Text = "Upload"; this.btnUpload.Click += new EventHandler(btnUploadUploadClick); this.btnSubmit = new Button(); this.btnSubmit.ID = "_btnSubmit"; this.btnSubmit.Text = "Submit"; this.btnSubmit.Click += new EventHandler(btnSubmit_Click); #endregion #region GridView this.dgdUpload = new GridView(); this.hlnkFileName = new HyperLinkField(); this.hlnkFileName.DataTextField = "FileName"; this.hlnkFileName.DataNavigateUrlFormatString = "FilePath"; this.hlnkFileName.HeaderText = "FileName"; this.bndFileSize = new BoundField(); this.bndFileSize.HeaderText = "FileSize"; this.bndFileSize.DataField = "FileSize"; this.bndFileKb = new BoundField(); this.bndFileKb.HeaderText = ""; this.bndFileKb.DataField = "KB"; this.cmdDelete = new CommandField(); this.cmdDelete.HeaderText = "Delete"; this.cmdDelete.ButtonType = ButtonType.Link; this.cmdDelete.InsertImageUrl = "delete.gif"; this.cmdDelete.DeleteText = "Delete"; this.cmdDelete.ShowDeleteButton = true; this.dgdUpload.ID = "_dgdFileUpload"; this.dgdUpload.Columns.Add(hlnkFileName); this.dgdUpload.Columns.Add(bndFileSize); this.dgdUpload.Columns.Add(bndFileKb); this.dgdUpload.Columns.Add(cmdDelete); this.dgdUpload.AutoGenerateColumns = false; this.dgdUpload.RowDeleting += new GridViewDeleteEventHandler (dgdUpload_RowDeleting); #endregion #region Add Controls this.Controls.Add(dgdUpload);

this.Controls.Add(inputFile); this.Controls.Add(lblMessage); this.Controls.Add(btnUpload); this.Controls.Add(btnSubmit); base.CreateChildControls(); #endregion } #endregion #region RowDeleting private void dgdUpload_RowDeleting(object sender, GridViewDeleteEventArgs e) { int recordToDelete= e.RowIndex; dt = (DataTable)Page.Session["Files"]; int cn = dt.Rows.Count; dt.Rows.RemoveAt(recordToDelete); dt.AcceptChanges(); Page.Session["Files"] = dt; this.dgdUpload.DataSource = dt this.dgdUpload.DataBind(); } #endregion #region OnLoad protected override void OnLoad(EventArgs e) { base.OnLoad(e); } #endregion #region File in SharePoint List private void btnSubmit_Click(object sender, EventArgs e) { SPWeb site = SPContext.Current.Web; SPList list = site.Lists["FileList"]; SPListItemmyNewItem ; dt = (DataTable)Page.Session["Files"]; int _dtcnt = dt.Rows.Count; string strDate=""; foreach (DataRow dr in dt.Rows) { strDate = System.DateTime.Now.Date.TimeOfDay.ToString(); myNewItem = list.Items.Add(); fileName = dr["Filename"].ToString(); string strFilepath= dr["FilePath"].ToString() StreamReader sr = new StreamReader(strFilepath); StreamfStream=sr.BaseStream ; contents = new byte[fStream.Length]; fStream.Read(contents, 0, (int)fStream.Length); fStream.Close(); myNewItem["Filename"] = dr["Filename"].ToString(); myNewItem["FileSize"] = dr["FileSize"].ToString(); myNewItem["Filedate"] = strDate; myNewItem.Attachments.Add(fileName, contents); myNewItem.Update(); System.IO.File.Delete(strFilepath);

} lblMessage.Text = "Sucessfully Submited"; } #endregion #region Upload File Add in List protected void btnUploadUploadClick(object sender, EventArgs e) { fileName = System.IO.Path.GetFileName(inputFile.PostedFile.FileName); if (fileName != "") { string _fileTime = DateTime.Now.ToFileTime().ToString(); string_fileorgPath = System.IO.Path.GetFullPath (inputFile.PostedFile.FileName); string _newfilePath = _fileTime + "~" + fileName; length = (inputFile.PostedFile.InputStream.Length) / 1024; string tempFolder = Environment.GetEnvironmentVariable("TEMP"); string_filepath = tempFolder + _newfilePath; inputFile.PostedFile.SaveAs(_filepath); AddRow(fileName, _filepath, length); lblMessage.Text = "Successfully Added in List"; } else { lblMessage.Text="Select a File"; return; } } #endregion #region Render protected override void Render(HtmlTextWriter writer) { // TODO: add custom rendering code here. EnsureChildControls(); this.inputFile.RenderControl(writer); this.btnUpload.RenderControl(writer); this.lblMessage.RenderControl(writer); this.dgdUpload.RenderControl(writer); this.btnSubmit.RenderControl(writer); } #endregion #region AddMoreRows for file upload private void AddMoreColumns() { dt = new DataTable("Files"); dc = new DataColumn("FileName", Type.GetType("System.String")); dt.Columns.Add(dc); dc = new DataColumn("FilePath", Type.GetType("System.String")); dt.Columns.Add(dc); dc = new DataColumn("FileSize", Type.GetType("System.String")); dt.Columns.Add(dc); dc = new DataColumn("KB", Type.GetType("System.String")); dt.Columns.Add(dc); Page.Session["Files"] = dt;

}

} #endregion #region AddRow for file upload private void AddRow(string file, string path, double length) { dt = (DataTable)Page.Session["Files"]; if (dt == null) { AddMoreColumns(); } dr = dt.NewRow(); dr["FileName"] = file; dr["FilePath"] = path; dr["FileSize"] = Convert.ToString(length); dr["KB"] = "KB"; dt.Rows.Add(dr); Page.Session["Files"] = dt; this.dgdUpload.DataSource = dt; this.dgdUpload.DataBind();//bind in grid } #endregion

} Deploy File Upload Web part in the share point server 1. Right click solution file then select properties.

2. Select Debug Start browser with URL selects your respective SharePoint Site.

3. Select Signing option.

4. Ensure the strong name key and sign the assembly check box.

5. Right Click properties select Deploy.

6. It is automatically deployed the web part in respective site.

7. Deploy will take care of .Stop IIS, Buliding solution, Restarting Solution, Creating GAC, Restarting IIS like that.

8. Multiple Upload Webpart is new one.

9. New MultipleUploadWebpart Web Part.

Events 1. Browse Button It is used to browse and select the particular file. 2. Upload Button It is used to upload file to the windows temp folder then list the files. 3. Submit Button It is used to store all files in share point custom list.

All the files are listed Delete using this option you need to delete the file in this list.Whenever you give the submit only it will go to SharePoint list.

All the files are uploading in respective share point custom list.

Sharepoint Workflow Custom Activity for Active Directory & Deployment on Moss 2007

Creating your own Custom Workflow Activities as Components using Windows Workflow Foundation (Framework 3.0) and deployment on SharePoint 2007. Required Installation Setup •

Visual Studio .Net 2005



Framework 3.0



Windows Workflow Foundation Extension for Workflow Activity Template



SharePoint Portal 2007,SharePoint Services and Microsoft Office SharePoint Designer

The steps to add a simple activity to the SharePoint Designer interface include: 1. Create a custom activity assembly. 2. Sign and deploy the activity assembly to the GAC. 3. Configure SharePoint to recognize the custom activity.

4. Create a .ACTIONS file to be used by SharePoint Designer. Step 1: Create a custom activity assembly •

Open Visual Studio 2005 solution.



Select New Project and Workflow Activity Library Template which is a project for creating a library of activities which can later be reused as building blocks in workflows.

Code Block using System; using System.ComponentModel; using System.ComponentModel.Design;

using System.Collections; using System.Drawing; using System.Workflow.ComponentModel.Compiler; using System.Workflow.ComponentModel.Serialization; using System.Workflow.ComponentModel; using System.Workflow.ComponentModel.Design; using System.Workflow.Runtime; using System.Workflow.Activities; using System.Workflow.Activities.Rules; using System.Collections.Generic; using System.Text; namespace ActivityLibrary1 { public partial class ADComponent : System.Workflow.ComponentModel.Activity { private string cn; public ADComponent() { InitializeComponent(); } public static DependencyProperty DirectoryUriProperty = DependencyProperty. Register"DirectoryUri",typeofSystem.String),typeo(ActivityLibrary1.ADComponent)); [DescriptionAttribute("Please specify the URI of the directory. Either an AD Server or an XML File.")] [DesignerSerializationVisibilityAttribute(DesignerSerializationVisibility.Visible)] [ValidationOption(ValidationOption.Required)] [BrowsableAttribute(true)] [Category("Directory")] public string DirectoryUri { get { return ((String)(base.GetValue(ADComponent.DirectoryUriProperty))); } set { base.SetValue(ADComponent.DirectoryUriProperty, value); } } public static DependencyProperty QueryProperty = DependencyProperty.Register ("Query", typeof(System.String), typeof(ActivityLibrary1.ADComponent)); [DescriptionAttribute("Please specify the Username of the user to retrieve.")] [DesignerSerializationVisibilityAttribute(DesignerSerializationVisibility.Visible)] [ValidationOption(ValidationOption.Optional)] [BrowsableAttribute(true)] [Category("Query")] public string Query { get { return ((String)(base.GetValue(ADComponent.QueryProperty))); } set

{

base.SetValue(ADComponent.QueryProperty, value);

}

}

} public static DependencyProperty RetrievedUserDataProperty = Dependency Property.Register ("RetrievedUserData", typeof(System.String), typeof (ActivityLibrary1.ADComponent)); [DescriptionAttribute("Please specify the Username of the user to retrieve.")] [DesignerSerializationVisibilityAttribute(DesignerSerializationVisibility.Visible)] [ValidationOption(ValidationOption.Optional)] [BrowsableAttribute(true)] [Category("RetrievedUserData")] public string RetrievedUserData { get { return ((String)(base.GetValue(ADComponent.RetrievedUserDataProperty))); } set { base.SetValue(ADComponent.RetrievedUserDataProperty, value); } } public string CN { get { return cn; } set { cn = value; } } protected override ActivityExecutionStatus Execute(ActivityExecutionContext context) { string a = "ActiveDirectory"; switch (a) { case "ActiveDirectory": ADHelper adh = new ADHelper(this.DirectoryUri); CN = adh.FetchUser(this.Query); break; } //Set the results property this.RetrievedUserData = CN; return ActivityExecutionStatus.Closed; }

} Code Bock For Supportive ADHelper Class

//-----------------------------------------------------------------------------// //--------------Active Directory helper Class----(Rifaqat:2nd April 06)-------// //-------Description: ...............................................--------// //-------------------------------------------------------------------------// using System; using System.Collections.Generic; using System.ComponentModel; using System.Data; using System.Drawing; using System.Text; using System.DirectoryServices; using System.Collections; namespace ActivityLibrary1 { internal class ADHelper { private string ldapPath; DirectorySearcher search; internal ADHelper(string ldapPath) { this.ldapPath = ldapPath; search = new DirectorySearcher(new DirectoryEntry(ldapPath)); } internal string GetUsersManager(string loginName) { SearchResult result; search.Filter = String.Format("(SAMAccountName={0})", loginName); search.PropertiesToLoad.Add("manager"); result = search.FindOne(); if (result == null) { return ""; } else { string userPath = result.Properties["manager"][0].ToString(); System.DirectoryServices.DirectoryEntry de = new DirectoryEntry("LDAP://" + userPath); return de.Properties["sAMAccountName"].Value.ToString(); } } internal string FetchUser(string Designation) { string _User = ""; try { SearchResult result; search.Filter = String.Format("(Title={0})", Designation); search.PropertiesToLoad.Add("cn"); result = search.FindOne(); if (result != null) {

}

_User = result.Properties["cn"][0].ToString();

} catch (Exception ex) { } return _User;

}

} internal string FetchUseronDesg(string loginName) { string _User = ""; try { SearchResult result; search.Filter = String.Format("(SAMAccountName={0})", loginName); search.PropertiesToLoad.Add("title"); search.PropertiesToLoad.Add("cn"); result = search.FindOne(); if (result != null) { _User = result.Properties["title"][0].ToString(); } } catch (Exception ex) { string s = ex.Message; } return _User; }

} Your Solution Explorer will be like this:

In this code the DirectoryUri and Query are passing as inputproperty and are used to specify the text that will be displayed in the Display Name of User as Output. We use a dependency property to enable the workflow to bind data to it. As with all workflow activities, the

Execute method performs the action. Step 2: Sign and deploy the activity assembly to the GAC Step 3: Configure SharePoint to recognize the custom activity After you build the custom activity assembly, sign it and copy it to the GAC. You then have to tell SharePoint to trust the assembly. This is similar to configuring a web part as a safe control, but instead of adding an entry to the <SafeControls> section, you add an entry to the <System.Workflow.ComponentModel.WorkflowCompiler> section. Edit the web.config file for your SharePoint web application and add an element as in the following example: •

Goto in your Site using this URL C:\Inetpub\wwwroot\wss\VirtualDirectories\10161



Open your Config File.



You need to add your assembly in specific site port config file:

Step 4: Create a .ACTIONS file to be used by SharePoint Designer • The final step is to create the .ACTIONS file that describes the activity to SharePoint Designer. Since this is an XML file, you can create it using Visual Studio or any XML editor. • This file describes the public properties exposed by the activity and tells SharePoint Designer how to map those properties into rules that can be displayed to the user. The following code shows a custom .ACTIONS file for the custom Active Directory activity. • Goto this path for .Actions File C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\1033\Workflow <WorkflowInfo> <Parameters>

<Parameter Name="__Context" Type="Microsoft.SharePoint.WorkflowActions. WorkflowContext, Microsoft.SharePoint.WorkflowActions" Direction="In" /> <Parameter Name="ContentTypeId" Type="System.String, mscorlib"Direction="In" /> <Parameter Name="AssignedTo" Type="System.String, mscorlib" Direction="In" /> <Parameter Name="Title" Type="System.String, mscorlib" Direction="In" /> <Parameter Name="TaskId" Type="System.Int32, mscorlib" Direction="Out" />
• The Actions tag tells SharePoint Designer what to display for each action in the set. Within that, the Action tag describes the individual action. The Name attribute is what gets displayed in the designer. The ClassName and Assembly attributes are used in the generated XAML for the workflow. The interesting part is the way the RuleDesigner and Parameter tags work. The RuleDesigner tag lets you set up a sentence that gets displayed in the designer as you build up the workflow. The Sentence attribute allows you to bind to the activity properties and then substitute their values when the activity is executed. • You can declare as many actions as you want in the file. A good rule of thumb is to use a separate .ACTIONS file for each logical group of custom activities you wish to deploy. Once you've created your .ACTIONS file and copied it to the server, you can refresh the site in SharePoint Designer and your custom activity will appear in the workflow designer as shown below.

Sharepoint Workflow Custom Activity for Active Directory & Deployment on Moss 2007 Creating your own Custom Workflow Activities as Components using Windows Workflow Foundation (Framework 3.0) and deployment on SharePoint 2007. Required Installation Setup •

Visual Studio .Net 2005



Framework 3.0



Windows Workflow Foundation Extension for Workflow Activity Template



SharePoint Portal 2007,SharePoint Services and Microsoft Office SharePoint Designer

The steps to add a simple activity to the SharePoint Designer interface include: 1. Create a custom activity assembly. 2. Sign and deploy the activity assembly to the GAC. 3. Configure SharePoint to recognize the custom activity.

4. Create a .ACTIONS file to be used by SharePoint Designer. Step 1: Create a custom activity assembly •

Open Visual Studio 2005 solution.



Select New Project and Workflow Activity Library Template which is a project for creating a library of activities which can later be reused as building blocks in workflows.

Code Block using System; using System.ComponentModel; using System.ComponentModel.Design; using System.Collections; using System.Drawing; using System.Workflow.ComponentModel.Compiler; using System.Workflow.ComponentModel.Serialization; using System.Workflow.ComponentModel; using System.Workflow.ComponentModel.Design; using System.Workflow.Runtime; using System.Workflow.Activities; using System.Workflow.Activities.Rules; using System.Collections.Generic; using System.Text; namespace ActivityLibrary1 { public partial class ADComponent : System.Workflow.ComponentModel.Activity { private string cn; public ADComponent() { InitializeComponent(); }

public static DependencyProperty DirectoryUriProperty = DependencyProperty. Register"DirectoryUri",typeofSystem.String),typeo(ActivityLibrary1.ADComponent)); [DescriptionAttribute("Please specify the URI of the directory. Either an AD Server or an XML File.")] [DesignerSerializationVisibilityAttribute(DesignerSerializationVisibility.Visible)] [ValidationOption(ValidationOption.Required)] [BrowsableAttribute(true)] [Category("Directory")] public string DirectoryUri { get { return ((String)(base.GetValue(ADComponent.DirectoryUriProperty))); } set { base.SetValue(ADComponent.DirectoryUriProperty, value); } } public static DependencyProperty QueryProperty = DependencyProperty.Register ("Query", typeof(System.String), typeof(ActivityLibrary1.ADComponent)); [DescriptionAttribute("Please specify the Username of the user to retrieve.")] [DesignerSerializationVisibilityAttribute(DesignerSerializationVisibility.Visible)] [ValidationOption(ValidationOption.Optional)] [BrowsableAttribute(true)] [Category("Query")] public string Query { get { return ((String)(base.GetValue(ADComponent.QueryProperty))); } set { base.SetValue(ADComponent.QueryProperty, value); } } public static DependencyProperty RetrievedUserDataProperty = Dependency Property.Register ("RetrievedUserData", typeof(System.String), typeof (ActivityLibrary1.ADComponent)); [DescriptionAttribute("Please specify the Username of the user to retrieve.")] [DesignerSerializationVisibilityAttribute(DesignerSerializationVisibility.Visible)] [ValidationOption(ValidationOption.Optional)] [BrowsableAttribute(true)] [Category("RetrievedUserData")] public string RetrievedUserData { get { return ((String)(base.GetValue(ADComponent.RetrievedUserDataProperty))); } set {

}

}

base.SetValue(ADComponent.RetrievedUserDataProperty, value);

} public string CN { get { return cn; } set { cn = value; } } protected override ActivityExecutionStatus Execute(ActivityExecutionContext context) { string a = "ActiveDirectory"; switch (a) { case "ActiveDirectory": ADHelper adh = new ADHelper(this.DirectoryUri); CN = adh.FetchUser(this.Query); break; } //Set the results property this.RetrievedUserData = CN; return ActivityExecutionStatus.Closed; }

} Code Bock For Supportive ADHelper Class //-----------------------------------------------------------------------------// //--------------Active Directory helper Class----(Rifaqat:2nd April 06)-------// //-------Description: ...............................................--------// //-------------------------------------------------------------------------// using System; using System.Collections.Generic; using System.ComponentModel; using System.Data; using System.Drawing; using System.Text; using System.DirectoryServices; using System.Collections; namespace ActivityLibrary1 { internal class ADHelper { private string ldapPath; DirectorySearcher search; internal ADHelper(string ldapPath)

{

this.ldapPath = ldapPath; search = new DirectorySearcher(new DirectoryEntry(ldapPath));

} internal string GetUsersManager(string loginName) { SearchResult result; search.Filter = String.Format("(SAMAccountName={0})", loginName); search.PropertiesToLoad.Add("manager"); result = search.FindOne(); if (result == null) { return ""; } else { string userPath = result.Properties["manager"][0].ToString(); System.DirectoryServices.DirectoryEntry de = new DirectoryEntry("LDAP://" + userPath); return de.Properties["sAMAccountName"].Value.ToString(); } } internal string FetchUser(string Designation) { string _User = ""; try { SearchResult result; search.Filter = String.Format("(Title={0})", Designation); search.PropertiesToLoad.Add("cn"); result = search.FindOne(); if (result != null) { _User = result.Properties["cn"][0].ToString(); } } catch (Exception ex) { } return _User; } internal string FetchUseronDesg(string loginName) { string _User = ""; try { SearchResult result; search.Filter = String.Format("(SAMAccountName={0})", loginName); search.PropertiesToLoad.Add("title"); search.PropertiesToLoad.Add("cn"); result = search.FindOne(); if (result != null)

{

_User = result.Properties["title"][0].ToString();

}

} }

} catch (Exception ex) { string s = ex.Message; } return _User;

}

Your Solution Explorer will be like this:

In this code the DirectoryUri and Query are passing as inputproperty and are used to specify the text that will be displayed in the Display Name of User as Output. We use a dependency property to enable the workflow to bind data to it. As with all workflow activities, the Execute method performs the action. Step 2: Sign and deploy the activity assembly to the GAC Step 3: Configure SharePoint to recognize the custom activity After you build the custom activity assembly, sign it and copy it to the GAC. You then have to tell SharePoint to trust the assembly. This is similar to configuring a web part as a safe control, but instead of adding an entry to the <SafeControls> section, you add an entry to the <System.Workflow.ComponentModel.WorkflowCompiler> section. Edit the web.config file for your SharePoint web application and add an element as in the following example: •

Goto in your Site using this URL C:\Inetpub\wwwroot\wss\VirtualDirectories\10161



Open your Config File.



You need to add your assembly in specific site port config file: Step 4: Create a .ACTIONS file to be used by SharePoint Designer • The final step is to create the .ACTIONS file that describes the activity to SharePoint Designer. Since this is an XML file, you can create it using Visual Studio or any XML editor. • This file describes the public properties exposed by the activity and tells SharePoint Designer how to map those properties into rules that can be displayed to the user. The following code shows a custom .ACTIONS file for the custom Active Directory activity. • Goto this path for .Actions File C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\1033\Workflow <WorkflowInfo> <Parameters> <Parameter Name="__Context" Type="Microsoft.SharePoint.WorkflowActions. WorkflowContext, Microsoft.SharePoint.WorkflowActions" Direction="In" /> <Parameter Name="ContentTypeId" Type="System.String, mscorlib"Direction="In" /> <Parameter Name="AssignedTo" Type="System.String, mscorlib" Direction="In" /> <Parameter Name="Title" Type="System.String, mscorlib" Direction="In" /> <Parameter Name="TaskId" Type="System.Int32, mscorlib" Direction="Out" /> • The Actions tag tells SharePoint Designer what to display for each action in the set. Within that, the Action tag describes the individual action. The Name attribute is what gets displayed in the designer. The ClassName and Assembly attributes are used in the generated XAML for the workflow. The interesting part is the way the RuleDesigner and Parameter tags work. The RuleDesigner tag lets you set up a sentence that gets displayed in the designer as you build up the workflow. The Sentence attribute allows you to bind to the activity properties and then substitute their values when the activity is executed.



You can declare as many actions as you want in the file. A good rule of thumb is to use a separate .ACTIONS file for each logical group of custom activities you wish to deploy. Once you've created your .ACTIONS file and copied it to the server, you can refresh the site in SharePoint Designer and your custom activity will appear in the workflow designer as shown below.

Project web access integration with outlook

Introduction •

Click Personal Settings --> Out Look Sync



Click Download Now



Start Outlook 2003 or 2007.



A toolbar will be added to the Outlook interface



Click Tools --> Options



Click Project Web Access Tab

There are two options for importing Tasks •

Outlook Tasks



Outlook Calendar

You can also set your Project web access user id and password for automatic login and status update. •

From PWA Toolbar Click Import New Assignments



Click OK to import the tasks



Tasks will be displayed on Outlook Welcome Screen as well as tasks page



Click ON Tasks button on the left menu to go inside the tasks page



Click on any task to see its details



Now Double Click on any task to see its details



Click next or Previous to move into different time spans.



Enter the appropriate time in the task progress or timesheet information



To save click Save to Project Web Access



To Sent Timesheet to Project Manager Check the "And submit to project manager".



You can also visit the PWA from the buttons given on this page.



Using Outlook Calendar a. Change the settings in PWA Options

b. Click Import Assignments fro m Toolbar c. Click OK d. You will automatically see the notification if the tasks are late otherwise you can see the task from calendar page. e. Click On Calender f. Navigate to the dates of the tasks g.You can also choose categories to identify various tasks.

Understanding connected world of MOSS 2007

Purpose: A walk through fundamental knowledge about MOSS 2007. Who should read this Article? For all sort of programmers/ developers, Middle level management, Team Leads, Application architects Article: The core target of Microsoft Office SharePoint Server (MOSS 2007) is to aggregate disparate (Different but separate applications) information, events, processes and enterprise services into a unified single view without to open multiple applications and cut and paste information across multiple screens. In MOSS 2007 these composite applications are based on the concept of a service-oriented architecture (SOA). MOSS 2007 framework helps you develop components as distributed, reusable business services. MOSS 2007 split into small applications in small pieces. MOSS 2007 is basically superstructure who represents the high-level integration of users, one-stop shop form information, managing interactions between people, and line-ofbusiness (LOB) data within organization and cross enterprises. MOSS 2007 based on SOA framework that is driven by standard XML/ Web services. It provides a window that connects people, processes, and information to create a unique & rich end user experience. For example, during a natural disaster, it can provide critical information to coordinate a response effort, monitoring traffic patterns, delivering supplies, dispatching resources, and aggregating information to present operational insight. In a manufacturing setting, you might use it to monitor inventory levels and assembly processes up and down a supply chain. It's an excellent aggregation point for all of these types of situations. MOSS 2007 is point of collaboration & contents sharing. For example, SharePoint Portal includes workspace to help loan officers find, organize, and share information so they can

process loans more efficiently. These workspaces used to be very limited in their reach, which resulted in a proliferation of mediums to support discrete processes. A mortgage broker might use a file system to store documents, e-mail to deliver loan applications to customers, a Web site to gather additional customer information, and a spreadsheet to monitor the loan approval process. MOSS 2007 can unify all these tasks and offer collaboration tools to streamline the loan approval workflow. Loan officers will then have a single place to access and modify documents, check documents in and out of a repository, and work collaboratively to process loans, all without having to use multiple interface mechanisms. So, MOSS 2007 become more process-centric, they serve as clearinghouses for managing multiple activities in multiple manners.

Developing a Web Part for Moss 2007 Introduction: We will be learning how to develop a Web Part that loads in a SharePoint site. To begin creating a web part: •

VS.NET 2005 installed.



"Web Part Project Library" installed on your system.



Start VS.NET 2005 and create a new project.



Select Project Type as Visual C#-->SharePoint.



Visual Studio Installed templates as Web Part.



Change Name to Web Part Basics.



Change Location to e:\Webpartbasics (or appropriate drive letter).



Change Solution name to FileUploadWebPart.

The Render Method The Web Part base class overrides the Render method of System.Web.UI.Control because the Web Part infrastructure needs to control the rendering of the Web Part contents. For this reason custom Web Parts must override the Render method of the Web part base class. The Complete Web Part Code /*Creation Log********************************************************** * Author : Saravanan Gajendran * Creation Date : 12-01-2008 * FileName : Webpartbasics.cs * Class : Webpartbasics * Description : Tracking the web part life cycle. A Web Part is an add-on ASP.NET technology to Windows SharePoint Services ***********************************************************************/ using System; using System.Web.UI; using System.Xml.Serialization; using System.Runtime.InteropServices; using System.Web.UI.WebControls.WebParts; using System.Web.UI.WebControls; using Microsoft.SharePoint; using Microsoft.SharePoint.WebControls; using Microsoft.SharePoint.WebPartPages; namespace Webpartbasics

{

[Guid("c07e5146-b025-4f9b-b0a4-a0fc5cb2cfd6")] public class Webpartbasics : System.Web.UI.WebControls.WebParts.WebPart { //varible declaration private string _strResult; private TextBox _tbxText; private Button _btnShow; private Label _lblErrMsg; /// <summary> /// 1 st EVENT IN WEB PART MANAGER /// During the initialization, configuration values that were marked as webbrowsable /// and set through the webpart task pane are loaded to the webpart /// /// <param name="e"> protected override void OnInit(EventArgs e) { try { this._strResult += "onInit Method
"; base.OnInit(e); } catch (Exception ex) { this._lblErrMsg.Text = ex.Message.ToString(); } } /// <summary> /// 2 nd EVENT IN WEB PART MANAGER /// /// Viewstate is a property inherited from System.Web.UI.Control . /// The viewstate is filled from the state information that was previously serialized /// would like to persist your own data within webpart /// /// <param name="savedState"> protected override void LoadViewState(object savedState) { try { _strResult += "LoadViewState
"; object[] viewstate = null; if (savedState != null) { viewstate = (object[])savedState; base.LoadViewState(viewstate[0]); _strResult += (string)viewstate[1] + "
"; } } catch (Exception ex) { this._lblErrMsg.Text = ex.Message.ToString();

} } /// <summary> /// 3 rd EVENT IN WEB PART MANAGER /// All of the constituent controls are created and added to the controls collection /// protected override void CreateChildControls() { try { _strResult += "CreateChildControls
"; //creating error label controls this._lblErrMsg = new Label(); this._lblErrMsg.ID = "lblErrMsg"; this._lblErrMsg.Text = string.Empty; this.Controls.Add(_lblErrMsg); //creating text controls this._tbxText = new TextBox(); this._tbxText.ID = "tbxText"; this._tbxText.Text = string.Empty; this.Controls.Add(_tbxText); //creating button controls this._btnShow = new Button(); this._btnShow.ID = "btnShow"; this._btnShow.Text = "Check Text Value"; this._btnShow.Click += new EventHandler(_btnShow_Click); this.Controls.Add(_btnShow); } catch (Exception ex) { this._lblErrMsg.Text = ex.Message.ToString(); } } /// <summary> /// butoon click event /// /// <param name="sender"> /// <param name="e"> private void _btnShow_Click(object sender, EventArgs e) { try { this._strResult += "button click event has fired
"; } catch (Exception ex) { this._lblErrMsg.Text = ex.Message.ToString(); } } /// <summary> /// 4 th EVENT IN WEB PART MANAGER /// Perform actions common to all requests, such as setting up a database query /// At this point, server controls in the tree are created and initialized, the state is restored, /// and form controls reflect client-side data. /// /// <param name="e">

protected override void OnLoad(EventArgs e) { try { this._strResult += "Onload
"; base.OnLoad(e); } catch (Exception ex) { this._lblErrMsg.Text = ex.Message.ToString(); } } /// <summary> /// 5 th EVENT IN WEB PART MANAGER /// Perform any updates before the output is rendered. /// Any changes made to the state of the control in the pre-render phase can be saved /// while changes made in the rendering phase are lost. /// /// <param name="e"> protected override void OnPreRender(EventArgs e) { try { this._strResult += "OnPreRender
"; base.OnPreRender(e); } catch (Exception ex) { this._lblErrMsg.Text = ex.Message.ToString(); } } /// <summary> /// 6 th EVENT IN WEB PART MANAGER /// store cutom data within a web part's viewstate /// The ViewState property of a control is automatically persisted to a string object after this stage. /// This string object is sent to the client and back as a hidden variable. /// For improving efficiency, a control can override /// the SaveViewState method to modify the ViewState property. /// once viewstate is saved,the control webpart can be removed from the memory of the server. /// webpart receives notification that they are about removed from memory through dispose event /// /// protected override object SaveViewState() { this._strResult += "SaveViewState
"; object[] viewstate = new object[2]; viewstate[0] = base.SaveViewState(); viewstate[1] = "MyTestData"; return viewstate;

} /// <summary> /// 7 th EVENT IN WEB PART MANAGER /// Generate output to be rendered to the client. /// you can create user interface of your webpart using html table. /// You can apply your css classes here itself /// /// <param name="writer"> public override void RenderControl(HtmlTextWriter writer) { try { //this method ensure all created child controls EnsureChildControls(); this._strResult += "RenderControl
"; //table start writer.Write(""); writer.Write(""); writer.Write(""); writer.Write(""); //row 2 writer.Write(""); writer.Write(""); writer.Write(""); //row 3 writer.Write(""); writer.Write(""); writer.Write(""); //row 4 writer.Write(""); writer.Write(""); writer.Write(""); writer.Write("
"); writer.Write(_strResult); writer.Write("
"); this._tbxText.RenderControl(writer); writer.Write("
"); this._btnShow.RenderControl(writer); writer.Write("
"); this._lblErrMsg.RenderControl(writer); writer.Write("
"); //table end } catch (Exception ex) { this._lblErrMsg.Text = ex.Message.ToString(); } } /// /// /// /// /// /// ///

<summary> 8 th EVENT IN WEB PART MANAGER Perform any final cleanup before the control is torn down. References to expensive resources such as database connections must be released in this phase.

public override void Dispose() { base.Dispose(); } /// /// /// /// ///

<summary> 9 th EVENT IN WEB PART MANAGER

Perform any final cleanup before the control is torn down. Control authors generally perform cleanup in Dispose and do not handle this event /// The webpart removed from memory of the server /// Generally webpart developer do not need access to this event because all /// the clean up should have been accomplish in dispose event /// /// <param name="e"> protected override void OnUnload(EventArgs e) { base.OnUnload(e); } }

}

Deploy File Upload Web Part in the SharePoint Server •

Right click solution file then select properties.



Select Debug --> Start browser with URL selects your respective SharePoint Site.

Select Signing Option



Ensure the strong name key and sign the assembly check box.



Right Click properties and select Deploy.



The Web Part is automatically deployed to the respective site.



Deploy will take care of .Stop IIS, buliding solution, restarting solution, creating GAC, restarting IIS like that.



Now you should have this web part in your SharePoint page.

The final web part is added to the site. All events displayed in web part have order.

Features of WSS 3.0 and MOSS 2007 Introduction This Article describes features of windows SharePoint services (WSS 3.0) and MOSS 2007. It describes basic difference between WSS 3.0 and Moss 2007. Features of WSS 3.0 WSS 3.0 is built on top of ASP.NET, and supports Master Page and Site navigation. It is an application framework. WSS improves team productivity. Team site Primarily designed to facilitate collaboration among teams through web sites Secure, Document centric site, tracking process, sharing document, communicating with colleagues, task list, contact list, discussion forums. Administration model enhancements Windows SharePoint Services 3.0 includes several enhancements to the administration model that helps IT organizations implement management plans and performs administrative tasks more effectively and efficiently.

Collaborate Easily and Effectively Windows SharePoint Services 3.0 provide a single workspace for teams to coordinate schedules, organize documents, and participate in discussions-within the organization and over the extranet. Windows SharePoint Services are used as a platform to build rich, flexible, and scalable Web-based applications and Internet sites specific to the needs of your organize. Additional Features come with MOSS 2007 Take advantage of its integration with Microsoft Office SharePoint Server 2007 that expands platform services and common framework for document management exposed by Windows SharePoint Services to offer enterprise-wide functionality for records management, search, workflows, portals, personalized sites, and more. Use Microsoft Office SharePoint Designer 2007 to quickly and easily customize SharePoint sites and build reporting tools and applications tailored to specific tasks without writing or deploying new code. My site personal site The My Site personal site gives users an opportunity to aggregate information into "for me," "by me," and "about me." User profiles and profile store Allows each user to store profile information. Audience targeting Enables use of Web Part pages, Web Parts, and content to target distribution lists and groups in addition to SharePoint audiences. InfoPath forms services Available in Microsoft Office SharePoint Server 2007 and Microsoft Office Forms Server 2007 InfoPath forms services make it possible to design Web-capable forms in Microsoft Office InfoPath 2007 and distribute them on corporate intranets, extranets, or the Internet. Users can fill out forms in a browser or HTML enabled Mobile device with no download or client components needed. Business Data Catalog (BDC) Business Data Catalog tightly integrates external data into the Office SharePoint Server 2007 user experience, providing access to external data residing within backed LOB applications, and enabling the display of and interaction with external data through a set of Business Data Web Parts. Difference between WSS 3.0 and MOSS 2007

WSS 3.0

MOSS 2007

Windows SharePoint Services (WSS3.0) comes free with Windows Server 2003.

MOSS is not free and it is installed on top of WSS 3.0.MOSS has both a server cost and a client access license (CAL) cost. WSS 3.0 offers all the standard site MOSS 2007 offers business intelligence templates to build team sites, document features that allow you to track key workspaces, blank sites, blogs, wikis, and performance indicators and build BI meeting workspaces. dashboards into your team site. WSS 3.0 can be used to create people and Moss is used as a super powerful content group lists. management system, which aims to provide content management, enterprise content services and enterprise search. You can integrate WSS 3.0 sites with Access Workflow can also be integrated into MOSS 2007, Excel 2007, Outlook 2007, Word 2007 2007. and PowerPoint 2007. It also serves as a platform for application Moss also offers My Sites, which are individual development. Including such IT resources as mini-sites that can be set up to show who in portals, team workspaces, e-mail, presence your company you're connected to, what your awareness, and Web based conferencing, tasks and skills are, your contact information, Windows SharePoint Services enables users and more.MOSS 2007 is the portal system, to locate distributed information quickly and comparable to SharePoint Portal Server 2003. efficiently, as well as connect to and work It brings a wealth of built-in functionality and with others more productively. interoperability to a company's intranet over and above the functions of WSS 3.0. Create Site Collection: Select template will Create Site Collection:Select template will give give minimum options it's like Collaboration more options it's like Collaboration, Meetings, and Meetings. Enterprise, Custom and Publishing Only WSS 3.0

Navigation By default both WSS and MOSS have a simple navigation system that uses tabs across the top to access sites along with the quick launch area on the left hand side to access content element within a site.This information presented in site collection. Windows SharePoint Services 3.0 provides the following new features to improve site •

Navigation through User-aware links; for example, removing the Settings links for users who cannot make particular changes, a capability that is provided through "link trimming".



Breadcrumbs to provide users with additional information about their location within a site collection.



Customization of the top navigation bar, ranging from adding and removing links to adding Microsoft JScript drop-down menus and fly-outs, which is provided by new shared navigation and master pages. Such menus can only be enabled by modifying a master page; there is no built-in support for enabling these menus.



Customization of the left navigation bar, which includes adding and removing links to adding JScript drop-down menus and fly-outs, which is provided through ASP.NET master pages and navigational controls such as the SiteMapPath, Menu and TreeView

controls. Such menus can only be enabled by modifying a master page; there is no out-of-box support for enabling these menus. •

Common navigation bars provided through master pages.

Content Management with work flow Content Characteristics Microsoft Windows SharePoint Services 3.0 is designed to host content and applications that support such business needs as communication, collaboration, analysis, process, and knowledge management. Across those diverse functions, not all content is created equal. Imagining a spectrum of content characteristics. Content Database is a SQL server 2005 database that maintain all of the webpage definitions, documents, lists and security information.

Structured content Made available for long-term consumption Little-to-no support for collaboration Process-driven

Unstructured content Shorter-term lifecycle Support for collaboration Process-driven

Work Flow Work flow is nothing but automated process.The workflow functionality in Windows SharePoint Services 3.0 is built on the Windows Workflow Foundation (WF), a Microsoft Windows platform component that provides a programming frastructure and tools for development and execution of workflow-based applications.

The WF run-time engine provides the services that every workflow application needs, such as sequencing, state management, tracking capabilities, and transaction support. Document libraries also support an event system that you can tap in to programmatically.These events can call into .net assemblies when new document are placed in a library, modified, or deleted.The version of WSS also comes with its own work flow engine based on WWF (Windows workflow foundation), the engine provides simple work flow process such as document approval out of box. User can develop more sophisticated workflows using the SharePoint designer (Microsoft front page). We can create custom workflows with visual studio 2005 and harness all the power of .NET Framework List

Task list, list of contacts .Previous version of WSS, list used a different underlying infrastructure than document libraries. In the WSS 3.0 version both are same.List also capable of raising events that you can trap in code. List also can participate workflow process. All the files are uploading in respective share point custom list.

Custom users profile property in MOSS 2007 Introduction Most of the times you need to add custom user properties in MOSS 2007 during implemetation of sharepoint in companies. Here I do have step by step property addition tutorial for MOSS developers. Note: Click images for bigger images. Here are some steps for adding user profile property.



Go to Shared Services Administration --> SharedService1



Under User Profiles and My Sites click on User profiles and properties



Click on Add Profile Property



Enter property name, description & display name



In policy settings set the default privacy setting as per your choice like My Manager, MyWorkGroup, Everyone etc. Here I am going to select [Only Me]



In Property Import Mapping you can map this property to Active Directory property as well. Here I am not going to map it.



Now click come back to User profile and properties and click View User Profile



Select preferred name



Here I am going to put [Tariq Younas] in search



Click on it and press Edit

My profile is open as you can view my AccountName

Here state is now appeared & it is allowing to show [Only ME]

Now I am putting and going to Save and close



As I entered in State Filed



Now Save and close

Now your User Profile Property has been added.

MOSS 2007 Search Customization using Sharepoint designer In our company we had a requirement to customize employee searching in MOSS 2007. We were asked to show employee information with image in this way ----------------------------------------------------------Name: Tariq Younas Ext:1122, Email: [email protected] Department: CTS, P&L: Intech, Office: Lahore Designation: Software Engineer ----------------------------------------------------------I did some customization of People Search in MOSS 2007 Using Microsoft Office SharePoint designer 2007. Microsoft Office SharePoint designer is great tool to customization. Given below is Step by Step Search Customization Let's start........ 1- Click to edit search page

2- Click on Edit XSL Editor and paste the following xml code <xsl:stylesheet version="1.0" xmlns:xsl="http://www.w3.org/1999/XSL/Transform"> <xsl:output method="xml" version="1.0" encoding="UTF-8" indent="yes"/> <xsl:template match="/"> <xmp><xsl:copy-of select="*"/> 3- Replace the existing XSL markup from the Search Core Results Web Part with the following snippet 4- It will give you raw XML output during search

5- Now if you publish the page, you will see a result like the result in the following picture, which illustrates how the raw XML could look: copy it

6- Take a blank text file and paste it with XML extension now it will look like this

7- Open SharePoint designer and click on new aspx page

8- From SharePoint designer menu items click on Data View & insert Data view

9- Now click to add temp.xml and add your XML in SharePoint designer 10- After importing click on XML then there will option to show data

11- On right side pane you will see data 12- Just drag and drop you data fields as per your requirements

13- Click on the split window on aspx page. A XSL code will appear 14- Copy code between two tags to next

15- Edit your search page and paste this code in XSL editor and apply

16- Search like employee name As I searched tariq younas. Now results will be like this

Happy Search Customization

Custom Theme Creation and applying in SharePoint (MOSS 2007) Site Theme •

Site Theme is a way to control Look and Feel of a SharePoint site.



It uses Cascading Style Sheets(CSS files) to define how the site looks.



There are default 18 Site Themes.



Master Pages are the other way to change Look and Feel of site.



Site Theme changes color schemes of entire site, whereas Master Pages changes only chromes like navigation, quick launch etc.



Custom Site Theme could be created.



User could add new Site Theme



All the preconfigured themes in SharePoint are stored in the File System on the SharePoint Server.



Site Theme could be change as Site Setting-> Look and Feel -> Site Themes

Steps to create custom Site Themes and apply that 1. Log on the SharePoint server as an Administrator. 2. Open the folder C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\THEMES 3. This folder contains number of folders; each with the name matches one of the themes in administrative page.

4. Copy one of existing folder. 5. Rename copied folder with any arbitrary name. Here I am copying JET folder, and pasting it in same folder. Renaming it to TEST. (Make sure at time of renaming, name is in Upper Case).

6. Open the new folder (TEST in this case). Search for .INF file. Here we have copied JET folder and rename that as TEST folder. So Inside TEST folder, we will get JET.INF. Rename JET.INF to TEST.INF. (Right click and Rename).

7. Edit TEST.INF with notepad. Change all Jet to Test. When TEST.INF will open in Notepad, you will find

[info] Title=Jet . . . . [titles] 1031=Jet 1036=Jet ... Something likes that. Just change all Jet to Test. Here Test may not be in Upper Case. To change, click on Edit->Replace. Then Save the file TEST.INF

8. Now open the file SPTHEMES.XML. This file could be find at C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS\1033

Open file SPTHEMES.XML in notepad. Here