Sunday, May 24, 2009

How to Retain Filters when Export to SpreadSheet

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          Let me explain the title of this article first. We pretty well know that sharepoint has integration with office and as a part it provides "Export to SpreadSheet" option for any sharepoint list. Issue here is after data in the list is exported to excel/spreadsheet the filters are ignored if any applied to the list.When i say filters to list these are applied just by clicking on the list column but not under "Modify View". After crawling on blog network found that these filters are getting ignored with latest version(2007) of office. Still i'm wondering if any custom solution can be done for this. Please comment on this and provide me a solution irrespective of the date of post.

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Saturday, May 23, 2009

Feature Stapling in Sharepoint


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           Before you pull your extra time to read this article, let us make sure you are reading the right article for your problem.This article address the best approach of customizing the site defintion/templates and gives an insight how sharepoint defines,structures site templates.


CaseStudy: I've a requirement to create some custom sharepoint site definition,just to add some custom links/look to existing templates.So we have two approaches that can be followed here:
1. Edit onet.xml(present in 12 hive folder) of the base site defintion to add customizations - Read here
2. Use feature stapling concept to do it - Best approach

Lets see how the best approach(feature stapling) works, step by step;
feature stapling does need 2 features to accomplish our work.
One feature, staplee that really adds the customizations to our OOTB or custom site defintion
and the other feature, stapler that binds associates the above feature with the site definiton. Bascially we dont need not go into risk of editing onet.xml of site definiton neither stapling does. Thats simple and clean. Did you get a doubt how/when it adds cusotmizations? When ever a site is created based on this site template then the customizations defined in the staplee feature get added to the site .

Create a stapler :
Stapler will have 2 xml files, feature.xml and a manifest xml(here elements.xml)

<?xml version="1.0" encoding="utf-8" ?>
<Feature  Id="82E2EA42-39E2-4B27-8631-ED54C1CFC492"
          Title="StaplingFeatureName"
          Description="StaplingFeatureDescription"
          Version="12.0.0.0"
          Scope="Farm"
          xmlns="http://schemas.microsoft.com/sharepoint/"
          >
    <ElementManifests>
        <ElementManifest Location="elements.xml"/>
    </ElementManifests>
</Feature>

Elements.xml for the above stapler feature is as described as below, where the site template name is associated with the staplee feature(which adds customizations)


<Elements xmlns="http://schemas.microsoft.com/sharepoint/">
   <FeatureSiteTemplateAssociation Id="29D85C25-170C-4df9-A641-12DB0B9D4130" 
TemplateName="STS#0" />
   <FeatureSiteTemplateAssociation Id="29D85C25-170C-4df9-A641-12DB0B9D4130" 
TemplateName="STS#1" />
   <FeatureSiteTemplateAssociation Id="29D85C25-170C-4df9-A641-12DB0B9D4130" 
TemplateName="BDR#0" />
   <FeatureSiteTemplateAssociation Id="29D85C25-170C-4df9-A641-12DB0B9D4130" 
TemplateName="SPS#0" />
</Elements>

Here the ID represent the staplee feature where customizations are defined or coded.
TemplateName is the OOTB template name along with config id(optional) or the cusotm name you have given. Say if you want the feature to be associated with all the site templates(different config id's) that are defined under a single template name then just name would be enough with no id.To apply the feature to entite site templates in the farm/sharepoint set TemplateName = Global#0
Click here for all the OOTB site template ids.
Thats great,Now all your customizations are added to the site definitions you want.

Possible scopes for a feature stapler is either Farm or WebApplication or SiteCollection

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Monday, May 18, 2009

List of Sharepoint List Template ID's

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  • 100   Generic list
  • 101   Document library
  • 102   Survey
  • 103   Links list
  • 104   Announcements list
  • 105   Contacts list
  • 106   Events list
  • 107   Tasks list
  • 108   Discussion board
  • 109   Picture library
  • 110   Data sources
  • 111   Site template gallery
  • 112   User Information list
  • 113   Web Part gallery
  • 114   List template gallery
  • 115   XML Form library
  • 116   Master pages gallery
  • 117   No-Code Workflows
  • 118   Custom Workflow Process
  • 119   Wiki Page library
  • 120   Custom grid for a list
  • 130   Data Connection library
  • 140   Workflow History
  • 150   Gantt Tasks list
  • 200   Meeting Series list
  • 201   Meeting Agenda list
  • 202   Meeting Attendees list
  • 204   Meeting Decisions list
  • 207   Meeting Objectives list
  • 210   Meeting text box
  • 211   Meeting Things To Bring list
  • 212   Meeting Workspace Pages list
  • 301   Blog Posts list
  • 302   Blog Comments list
  • 303   Blog Categories list
  • 1100   Issue tracking
  • 1200   Administrator tasks list

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List of Sharepoint Site Templates with config ID's and Description

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Template ID = 0
  Desc: This template is used for initializing a new site.
  Title: Global template
  Name: GLOBAL#0


Template ID = 1
  Desc: A site for teams to quickly organize, author, and share information. It provides a document library, and lists for managing announcements, calendar items, tasks, and discussions.
  Title: Team Site
  Name: STS#0


Template ID = 1
  Desc: A blank site for you to customize based on your requirements.
  Title: Blank Site
  Name: STS#1


Template ID = 1
  Desc: A site for colleagues to work together on a document. It provides a document library for storing the primary document and supporting files, a tasks list for assigning to-do items, and a links list for resources related to the document.
  Title: Document Workspace
  Name: STS#2


Template ID = 2
  Desc: A site to plan, organize, and capture the results of a meeting. It provides lists for managing the agenda, meeting attendees, and documents.
  Title: Basic Meeting Workspace
  Name: MPS#0


Template ID = 2
  Desc: A blank meeting site for you to customize based on your requirements.
  Title: Blank Meeting Workspace
  Name: MPS#1


Template ID = 2
  Desc: A site for meetings that track status or make decisions. It provides lists for creating tasks, storing documents, and recording decisions.
  Title: Decision Meeting Workspace
  Name: MPS#2


Template ID = 2
  Desc: A site to plan social occasions. It provides lists for tracking attendees, providing directions, and storing pictures of the event.
  Title: Social Meeting Workspace
  Name: MPS#3


Template ID = 2
  Desc: A site to plan, organize, and capture the results of a meeting. It provides lists for managing the agenda and meeting attendees in addition to two blank pages for you to customize based on your requirements.
  Title: Multipage Meeting Workspace
  Name: MPS#4


Template ID = 3
  Desc: A site for central administration. It provides Web pages and links for application and operations management.
  Title: Central Admin Site
  Name: CENTRALADMIN#0


Template ID = 4
  Desc: A site for a community to brainstorm and share ideas. It provides Web pages that can be quickly edited to record information and then linked together through keywords
  Title: Wiki Site
  Name: WIKI#0


Template ID = 9
  Desc: A site for a person or team to post ideas, observations, and expertise that site visitors can comment on.
  Title: Blog
  Name: BLOG#0


Template ID = 7
  Desc: A site to centrally manage documents in your enterprise.
  Title: Document Center
  Name: BDR#0


Template ID = 14483
  Desc: This template creates a site designed for records management. Records managers can configure the routing table to direct incoming files to specific locations. The site prevents records from being modified after they are added to the repository.
  Title: Records Center
  Name: OFFILE#0


Template ID = 14483
  Desc: This template creates a site designed for records management. Records managers can configure the routing table to direct incoming files to specific locations. The site prevents records from being modified after they are added to the repository.
  Title: Records Center
  Name: OFFILE#1


Template ID = 40
  Desc: This template creates a site for administering shared services
  Title: Shared Services Administration Site
  Name: OSRV#0


Template ID = 20
  Desc: This template is obsolete.
  Title: SharePoint Portal Server Site
  Name: SPS#0


Template ID = 21
  Desc: This web template defines a Personal Space for an individual participating on a SharePoint Portal.
  Title: SharePoint Portal Server Personal Space
  Name: SPSPERS#0


Template ID = 22
  Desc: A site for delivering personalized views, data, and navigation from this site collection into My Site. It includes personalization specific Web Parts and navigation that is optimized for My Site sites.
  Title: Personalization Site
  Name: SPSMSITE#0


Template ID = 30
  Desc: This template is obsolete.
  Title: Contents area Template
  Name: SPSTOC#0


Template ID = 31
  Desc: This template is obsolete.
  Title: Topic area template
  Name: SPSTOPIC#0


Template ID = 32
  Desc: This template is obsolete.
  Title: News Site
  Name: SPSNEWS#0


Template ID = 39
  Desc: A blank site for expanding your Web site and quickly publishing Web pages. Contributors can work on draft versions of pages and publish them to make them visible to readers. The site includes  document and image libraries for storing Web publishing assets.
  Title: Publishing Site
  Name: CMSPUBLISHING#0


Template ID = 53
  Desc: This template creates a site for publishing Web pages on a schedule, with workflow features enabled.  By default, only Publishing subsites can be created under this site. A Document and Picture Library are included for storing Web publishing assets.
  Title: Publishing Site
  Name: BLANKINTERNET#0


Template ID = 53
  Desc: This template creates the Press Releases subsite for an Internet-facing corporate presence website.
  Title: Press Releases Site
  Name: BLANKINTERNET#1


Template ID = 53
  Desc: A site for publishing Web pages on a schedule by using approval workflows. It includes document and image libraries for storing Web publishing assets. By default, only sites with this template can be created under this site.
  Title: Publishing Site with Workflow
  Name: BLANKINTERNET#2


Template ID = 33
  Desc: A site for publishing news articles and links to news articles. It includes a sample news page and an archive for storing older news items.
  Title: News Site
  Name: SPSNHOME#0


Template ID = 34
  Desc: A site for listing and categorizing important sites in your organization. It includes different views for categorized sites, top sites, and a site map.
  Title: Site Directory
  Name: SPSSITES#0


Template ID = 36
  Desc: This template is obsolete.
  Title: Community area template
  Name: SPSCOMMU#0


Template ID = 38
  Desc: A site for creating, managing, and delivering Web pages, dashboards, and key performance indicators that communicate metrics, goals, and business intelligence information.
  Title: Report Center
  Name: SPSREPORTCENTER#0


Template ID = 47
  Desc: A starter site hierarchy for an intranet divisional portal. It includes a home page, a News site, a Site Directory, a Document Center, and a Search Center with Tabs. Typically, this site has nearly as many contributors as  readers and is used to host team sites.
  Title: Collaboration Portal
  Name: SPSPORTAL#0


Template ID = 50
  Desc: A site for delivering the search experience. The welcome page includes a search box with two tabs: one for general searches, and another for searches for information about people. You can add and customize tabs to focus on other search scopes or result types.
  Title: Search Center with Tabs
  Name: SRCHCEN#0


Template ID = 51
  Desc: This template creates a profile site that includes page layout with zones
  Title: Profiles
  Name: PROFILES#0


Template ID = 52
  Desc: A starter site hierarchy for an Internet-facing site or a large intranet portal. This site can be customized easily with distinctive branding. It includes a home page, a sample press releases subsite, a Search Center, and a login page. Typically, this site has many more readers than contributors, and it is used to publish Web pages with approval workflows.
  Title: Publishing Portal
  Name: BLANKINTERNETCONTAINER#0


Template ID = 54
  Desc: A site used for hosting personal sites (My Sites) and the public People Profile page. This template needs to be provisioned only once per Shared Service Provider, please consult the documentation for details.
  Title: My Site Host
  Name: SPSMSITEHOST#0


Template ID = 90
  Desc: A site for delivering the search experience. The site includes pages for search results and advanced searches.
  Title: Search Center
  Name: SRCHCENTERLITE#0


Template ID = 90
  Desc: The Search Center template creates pages dedicated to search. The main welcome page features a simple search box in the center of the page. The template includes a search results and an advanced search page. This Search Center will not appear in navigation.
  Title: Search Center
  Name: SRCHCENTERLITE#1

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Sunday, May 17, 2009

Differences Between WSS 2003 and MOSS 2007

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WSS v3

  • ASP.NET 2.0
    • Master Pages
    • Custom Web Parts
    • Authentication Options
    • Personalization
  • Windows Workflow (WF)
    • ASP.Net forms within workflows
    • Base activities
    • Pre-defined workflow: Issue Tracking
  • Site Definitions and Custom Templates
  • Site Columns
  • Content Types
  • Wikis, Blogs, Re-parenting, RSS Feeds, Alter Filtering, Versioning within Lists

MOSS 2007 Standard Edition

MOSS 2007 Standard Edition has all WSS v3 features plus the following:
  • Collaboration (what does this really mean?)
  • Enterprise Content Management
  • My Sites
  • Profiles and Personalization
  • Enterprise Search 

MOSS 2007 Enterprise Edition

MOSS 2007 Enterprise Edition has all MOSS 2007 Standard Edition features plus the following:
  • Business Data Catalog (BDC)
  • Excel Services
  • Report Center
  • InfoPath Forms Services
  • Business Intelligence (is this simply the KPI and Filter Web Parts along with Report Center?)
  • KPI and Filter Web Parts

Feature Breakdown

A useful way to look at the differences is by looking at what Features are available in WSS and MOSS. This is discussed on Andrew Connell's blog and the details are copied here.
Windows SharePoint Services v3 Features
33 Features in WSS v3
  • AdminLinks
  • AnnouncementsList
  • BasicWebParts
  • ContactsList
  • ContentLightup
  • ContentTypeSettings
  • ctypes
  • CustomList
  • DataSourceLibrary
  • DiscussionsList
  • DocumentLibrary
  • EventsList
  • fields
  • GanttTasksList
  • GridList
  • IssuesList
  • IssueTrackingWorkflow
  • LinksList
  • MobilityRedirect
  • NoCodeWorkflowLibrary
  • PictureLibrary
  • SiteSettings
  • SPSearchFeature
  • SurveysList
  • TasksList
  • TeamCollab
  • UpgradeLinks
  • WebPageLibrary
  • WikiWelcome
  • WorkflowHistoryList
  • WorkflowProcessList
  • XmlFormLibrary
Microsoft Office SharePoint Services 2007 Features
107 Features Added in MOSS 2007*
  • AddDashboard
  • Analytics
  • AnalyticsLinks
  • BaseSite
  • BaseSiteStapling
  • BaseWeb
  • BaseWebApplication
  • BDCAdminUILinks
  • BDR
  • BizAppsCTypes
  • BizAppsFields
  • BizAppsListTemplates
  • BizAppsSiteTemplates
  • BulkWorkflow
  • BulkWorkflowTimerJob
  • DataConnectionLibrary
  • DataConnectionLibraryStapling
  • DeploymentLinks
  • DMContentTypeSettings
  • EawfSite
  • EawfWeb
  • EnhancedHtmlEditing
  • ExcelServer
  • ExcelServerSite
  • ExcelServerWebApplication
  • ExpirationWorkflow
  • FeaturePushdown
  • GlobalWebParts
  • GradualUpgrade
  • Hold
  • ipfsAdminLinks
  • IPFSAdminWeb
  • IPFSDocumentConversion
  • IPFSSiteFeatures
  • IPFSWebFeatures
  • LegacyDocumentLibrary
  • ListTargeting
  • LocalSiteDirectoryControl
  • LocalSiteDirectoryMetaData
  • LocalSiteDirectorySettingsLink
  • MasterSiteDirectoryControl
  • MigrationLinks
  • MySite
  • MySiteBlog
  • MySiteCleanup
  • MySiteHost
  • MySiteLayouts
  • MySiteNavigation
  • MySiteQuickLaunch
  • Navigation
  • NavigationProperties
  • OffWFCommon
  • OSearchBasicFeature
  • OSearchCentralAdminLinks
  • OSearchEnhancedFeature
  • OSearchPortalAdminLinks
  • OSearchSRPAdminLinks
  • OsrvLinks
  • OsrvTasks
  • OssNavigation
  • OSSSearchSearchCenterUrlFeature
  • OSSSearchSearchCenterUrlSiteFeature
  • PageConverters
  • PortalLayouts
  • PremiumRootSite
  • PremiumRootSiteStapling
  • PremiumSite
  • PremiumSiteStapling
  • PremiumWeb
  • PremiumWebApplication
  • ProfileSynch
  • Publishing
  • PublishingLayouts
  • PublishingPrerequisites
  • PublishingResources
  • PublishingSite
  • PublishingStapling
  • PublishingWeb
  • RecordsManagement
  • RedirectPageContentTypeBinding
  • RelatedLinksScopeSettingsLink
  • ReportCenterCreation
  • ReportCenterSampleData
  • Reporting
  • ReportListTemplate
  • ReviewWorkflows
  • SearchAndProcess
  • SearchWebParts
  • SharedServices
  • SignaturesWorkflow
  • SitesList
  • SkuUpgradeLinks
  • SlideLibrary
  • SlideLibraryActivation
  • SpellChecking
  • SPSDisco
  • SpsSsoLinks
  • SRPProfileAdmin
  • StapledWorkflows
  • TranslationWorkflow
  • TransMgmtFunc
  • TransMgmtLib
  • UpgradeOnlyFile
  • UserMigrator
  • ViewFormPagesLockDown
  • WebPartAdderGroups
* Two additional features are installed when you upgrade from MOSS 2007 Beta 2 to MOSS Beta 2 Technical Refresh: PublishingB2TRHop2SiteFilesUpgrade & PublishingB2TRSiteFilesUpgrade. These two Features, as their names imply, are used to upgrade some of the publishing files from Beta 2 to Beta 2 Technical Refresh. Because they are upgrade Features, and not likely to be present in the RTM release of MOSS 2007, I am not including them in the count.

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