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Permissions Reporting, part 1 Checking Effective Permissions

March 30th, 2010

Need a quick way to see what permissions someone has in your Sharepoint site?  Read part 1 in our 3 part series on using the new features of the Sharepoint Administration Toolkit.

eric

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SharePoint

Sharepoint Permissions Reporting

March 29th, 2010

The Sharepoint downtime this weekend brought extra functionality with permissions reporting.  Look at the new blog post on the Sharepoint blog for details.  There will be 3 more parts in this series.

eric

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SharePoint

Need to share large files? Check out these services

March 9th, 2010

Need to share large files with a counterpart in a distant place?  Check out this list of free and paid services from CNET that will allow large file upload to share with friends, family, or collegues. 

I don’t see Skydrive from Windows Live listed, which I prefer.  It allows you to store files publicly and privately and grant access to specfic files and folders to any email address whether they have a Live account or not.

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General Information

Sharepoint Survey

March 8th, 2010

Take a look at the Sharepoint Blog to find a link to a Sharepoint Poll.  If you have a minute, please fill out the survey so we can be sure we are providing the appropriate amount of information and targetting our user base appropriately.

eric

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SharePoint

Sharepoint Permissions part 2, inheritance

February 15th, 2010

Finally got a long awaited blog post done about permissions inheritance in Sharepoint.  It can be found on the Sharepoint blog.  Sorry for the delay.

eric

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SharePoint

Building TechExcel Reports

February 4th, 2010

Good morning, today I’m going to go through setting up reports in TechExcel so you, your manager, or your team can get important data out.  I’ll show you in this article how to go about setting up your own reports.  Subsequent articles will go into detail on other topics about TechExcel reporting.

  1. The first thing to do is to log into the technician portalof TechExcel.
  2. Next click on the Utilities tab at the top of the screen.
  3. Expand the plus sign by the Report Settings link in the Utility Settings box on the left of the screen.
  4. Click on the My Report View link.  If you do not see these options, please submit a ticket for the TechExcel admins to check your account type.  It may need to be altered to allow reports to be run.
  5. In the top right corner of the browser, you’ll see a button called New Report.  Click this button, it’s the launching point for all new report creation.
  6. You’ll see a list of all the report types available like this:
    Report List
    Looking over the list of available reports, the most common ones to use are Incident Distribution, Incident List, and Incident Trend.  The distribution report lets you see who is doing what.  Incident trends let you look at your workload over time.  Incident Lists allow you to view all the details about all the tickets that have come your way.  This data can be exported to Excel for further analysis or printed if desired.  For this example, I’ll be using an Incident List report.  Find it in the list of reports and check the check box.  Click the Submit button.
  7. You’ll now be presented with a configuration screen for the report.  Give it a meaningful name, if not you can end up with a lot of Incident Lists show up and not be able to differentiate them.  Add any desired data fields from the left hand list to the right side by using the Arrows.  Add grouping to the report in the same fashion.  Grouping allows data to be listed together based on a particular attribute in the report data.  If grouping isn’t setup, you’ll be presented with a long list of data ordered by your specification.
    Add fields to the report view
  8. Below this section, you’ll see more configuration options for sorting, sort order, field return size and a new feature in 8.0, showing the conditions used in the report execution.  This allows users to see how the report was set up if the box is checked so they can recreate it if desired.Other Misc Options
  9. Once completed, click the Submit button.
  10. Now it’s time to run the report that was created.  Click on the Report tab.
  11. From the Report drop down, find My Reports in the list and select the report you just created.  In order to execute the report, a few conditions need to be set.  In the below example, you can see I’m going to run the report I just created for my team’s queue, the consulting/training queue.  Other options include ticket statuses and date ranges.  Click the Refresh link in the top right section of the report area to execute the report or by clicking the Go button.  Do NOT click the browser’s Refresh button (F5).Report Settings
  12. The results of the report will be shown below the settings window and can be printed or exported to Excel.  If you’d like to make this report available to everyone, you can click the little Q icon beside the date field selectors in the report configuration image above.  This will give a URL to directly access the report. Note that you may receive a 400 or 404 error when doing this.  It is a known issue we have brought up with TechExcel.  If that does occur, log out of TechExcel and log back in.  You should see the report in the Web queries section in the Report drop down.  It is crucial to give the report a distinguishing name or it’ll get lost in the mix of other web queries.
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How To, Tech Excel

Eliminating authenticaion prompts in Sharepoint in Windows

January 28th, 2010

Head on over to the Sharepoint blog to see steps on how to eliminate login prompts for users in Windows XP/Vista/7 and Internet Explorer 7 or 8 when accessing Office documents.

eric

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SharePoint

Sharepoint Lists and Libraries and Spaces

January 20th, 2010

A new blog post has been published on the Sharepoint blog about a technique to use to not have spaces in your URLs to lists and libraries.

eric

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How To, SharePoint ,

Compress your Sharepoint images

January 11th, 2010

A new blog article has been published on the Sharepoint blog on how to compress your images that have already been uploaded to a Sharepoint site.

Great infor from Laura Rodgers.

eric

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SharePoint

Remove Personal metadata from Files to Protect Your Privacy

December 14th, 2009

A nice tip was published on TechNet about stripping personal meta data from files on Windows 7.   Be vigilant of the information you are putting out there if you are concerned with privacy.

eric

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General Information, Microsoft Office, Microsoft Windows , ,