We are always very accustomed to SharePoint lists and libraries. We always want our documents as well as items or articles to be organized in proper manner so that we can navigate very easily. That path should have proper naming conventions as well as resides in proper folders. Folders are present in list as well as libraries so if you come across a situation in which the ‘create new folder’ option is greyed out then here are the complete steps by which you can get it back.
--Open the list on which you are working on it
--Settings
--List settings
--Advanced settings
--Select Yes to “Make “New Folder” command available?”
--Make it Yes and that’s it-You are done
If you have any queries/questions regarding the above mentioned information then please let me know. I would be more than happy to help you as well as resolves your issues J Thank you J
A List can be thought of as a collection of pieces of information — all of which (typically) have the same properties. For instance, you can have a list of links called "my links", where each item has a URL, a name, and a description. Lists have many features such as workflows, item-level or list-level permission, version history tracking, multiple content-types, external data sources, and many more features. Some of these features depend on the version of SharePoint that is installed.
How to create a list in SharePoint 2010 1. Site actions 2. More Options (please refer the following screenshot)
3. This will open a following window from which we can select the appropriate list as per the project requirements:
4. Enter the name of the list 5. Create 6. List will be successfully created.
If you have any queries/questions regarding above mentioned information then please let me know. I would be more than happy to help you as well as resolves your issues, Thank you
A Library is a list where each item in the list refers to a file that is stored in SharePoint. Libraries have all the same behaviors as lists, but because libraries contain files, they have extra features. One of these is the ability to be opened and modified through a compatible WebDAV client (e.g. Windows Explorer). Microsoft SharePoint comes with some pre-defined list and library definitions. These include: Announcement Lists, Blogs, Contacts, Discussion Boards, Document Libraries, External Content (BCS) lists, Pages, Surveys, and Tasks.Some of these pre-defined lists have additional integration. For example, lists based on the contact content-type can be synced directly with Microsoft Outlook.
How to create a document library in SharePoint 2010 1. Open the SharePoint site on which you wants to create a document library 2. Click on site actions (left hand side-top corner)--New Document Library
OR 1. Site actions 2. More Options (please refer the following screenshot)
3. This will open a following window from which we can select the appropriate library as per the project requirements:
4. Enter the name of the document library
5. Create 6. Document library will be successfully created.
If you have any queries/questions regarding the above mentioned information then please let me know. I would be more than happy to help you as well as resolves your issues :-)
Microsoft Share point technologies have matured to great extent since its beginning back in 2000’s. Throughout these years Microsoft provided a step further in every release of the SharePoint version and the technologies relating to the SharePoint services are converging and integrating to the current time.
In 2001 Microsoft provided the Version 1 of SharePoint services knows as “SharePoint Team Services v.1” along with “SharePoint Portal Server 2001”. The team services and portal server were managed as different entities.
In 2003 Microsoft released another server solution known as “Content Management Server 2002” along with upgraded release of SharePoint technologies such as “Share Point Portal server 2003” and a renamed version of services known as “Windows SharePoint Services v2”. The Windows SharePoint Services v2 and SharePoint Portal Server 2002 were closely integrated while Content Management Server 2001 was a stand alone.
In 2006 Microsoft released another increment to the its Windows SharePoint Services with Version 3, with lot of new advancements and on the top of these SharePoint services are built the new SharePoint Servers. Microsoft released the first (beta) version of the new office system code named as “Office 12”. Office “12” suit includes a range of SharePoint Servers of which Content Management Server and Portal Server are an integral part of the suit. The SharePoint Servers of office 2007 suit are called MOSS 2007.An Overview of MOSS 2007
MOSS 2007 provides the so many features to an organization’s enterprise level computing requirements. The feature set is divided into the following categories:
1. Platform Service. Platform Services is the core for the MOSS 2007 architecture. All the features of MOSS 2007 are based on the advancements in the platform services. Platform services component of the MOSS 2007 architecture provides these listed features. -- Workspaces Management -- Security -- Storage -- Server Topology Management. -- Site Model
Microsoft Share point technologies have matured to great extent since its beginning back in 2000’s. Throughout these years Microsoft provided a step further in every release of the SharePoint version and the technologies relating to the SharePoint services are converging and integrating to the current time.
Collaboration feature area of MOSS 2007 provides rich support for various kinds of communication and collaboration needs across the enterprise, within departments and among teams. The feature set under collaboration includes the following. -- Documents/tasks/calendars -- Blogs -- Wikis -- E-mail integration -- Outlook integration -- Offline documents/lists
2. Portal. Portal Area of the MOSS 2007 architecture provides support for integrating different types of web sites and site collection into one Portal. There can be as many portals as required by the enterprise. The Portal features provide a lot more advancement and easiness for creating these site collections and portals. The features provided in this area are: -- Enterprise Portal template -- Site Directory -- My Sites -- Social networking -- Privacy control
3. Search. The search area of the MOSS 2007 architecture provided improvements by the following features: -- Enterprise scalability -- Contextual relevance -- Rich people and business data search -- Content Management.
As discussed earlier that content management was provided in earlier version of SharePoint technologies as a different standalone server, but in MOSS 2007 this functionality has been provided as an out of the box feature. The Content Management provides the following improvements to the SharePoint Experience. -- Integrated document management -- Records management -- Web content management with policies and workflow
5. Business Forms.
With the advent of Windows Workflow Foundation, it was needed that the business process forms used in the workflows produced by the WWF be saved and routed with an engine kind of mechanism. Therefore the MOSS 2007 included a Forms Server which is solely responsible for managing the business forms across enterprise in a workflow. The business forms area provides the following features: -- Rich and Web forms based front-ends -- Pluggable Single Sign-On (SSO)
6. Business Intelligence.
Since the SharePoint servers have been very successful in the enterprise wide aggregation of communication and information there needed such services which can display the business related data to the related departments and teams. So that everyone having appropriate rights to view the business related data can access and analyze the various kinds of information on the portal. The Business Intelligence feature area provides exactly the required things. This includes: -- Server-based Excel spreadsheets -- Server-based Excel data visualization -- Report Centers -- Business Intelligence Web Parts -- Key Performance Indicators (KPI) / Dashboards -- Key Improvements in MOSS 2007 / Limitations in SharePoint Portal Server 2003
Let’s talk in details about the major improvement in MOSS 2007 (the limitations and pain points in SharePoint Portal Server 2003). The following list is a brief overview of which features the SharePoint Portal Server 2003 does not provided, but are now provided as Part of MOSS 2007. -- Multi-Lingual -- Authentication -- Extranet portal addresses/aliases/maps -- Fine-Grained Access Control per list item permissions -- Workflows -- Backup / Restore -- Aggregation of information and lists -- Navigation usability -- Report Center and Dash boards -- Tasks & Calendar Sync with outlook -- Site Customization -- Offline documents and lists. -- Search improvements. -- Metadata Management -- Usage Reporting -- Listings Usability
These limitations/paint points have been addressed with the help of improved and integrated MOSS 2007 architecture. These limitations have been addressed by different feature areas (as discussed earlier) of MOSS 2007. The following sections elaborate on the few of the major improvements which are made to counter these limitations. These are discussed per Feature Area. Platform Services
Platform Services is the core advancement in the MOSS 2007 and many of the improved features are provided in this category. From the above mentioned list. The improvements provided by Platform Services are.
Multi-Lingual Supports installation of multiple language packs to the same server so that each web can have its own language, thus providing support for multilingual web sites as well
Authentication With the help of ASP.Net 2.0 the Platform Services provides features such as ASP.Net pluggable Authentication and web form authentication.
Extranet Deployment of extranets with the help of Reverse proxy support and alternate access URLs is made possible.
Fine-Grained Access Control In SharePoint Portal Server 2003 only Document Library (List) level access was supported where as now there is a per item level security defined. Workflow Platform Services provides support for Windows Workflow Foundation.
Backup / Restore Improved backup / restore including wastebasket and VSS support
Aggregation Aggregation support by the help of Cross-web list parts is provided.
Navigation Improved Look & Feel and navigation by using master pages and Security-trimmed UI is provided.
Site Customization Customization enhancements with the help of templates, feature extensibility and ASP.Net Master Pages are supported.
Collaboration The feature set provided under the category of collaboration have some very important improvements in MOSS 2007 as compared to the SharePoint Portal Server 2003. The core improvement areas are Document Libraries and Outlook Integration and synchronization.
Document Library Improvements In the Document Library Improvements, it now supports the Checking out of documents from document library to local folders Major and minor version tracking Version management Multiple content types within same document library, and A tree view of Document Library
Outlook integration improvements In the Outlook integration improvements, it supports reading and writing to SharePoint objects such as calendar, tasks, contacts, discussions, and documents from within outlook client. Moreover it supports for synchronization with offline documents which have been checked out for edit in Microsoft outlook from SharePoint Document library. Also it supports for calendars and Task’s two way synchronization.
Portal
The feature area of portal also has a bit of good improvement which includes the following. Portal Site -- Integration with Windows SharePoint Services -- Intranet Portal Template – Topics, Site Directory
People and Expertise Search -- People specific search “tab” -- Social network support
My Site -- Improved Public Page, Personal homepage -- Targeting and personalization -- Easier targeting – Distribution lists and Security Groups
Profile store improvements -- Scalability, flexible schema, LDAP synchronization
Business Intelligence (BI)
Microsoft SharePoint Portal Server technology didn’t provide any support for the enterprise or business related information to be shared and viewed on the SharePoint portal sites. In MOSS 2007, Microsoft have envisioned and achieved the goal of improving organizations by providing business insights to all employees leading to better, faster, more relevant decisions with the help of new improvements and new features of SharePoint Portal Server.
MOSS 2007 provides these supports with the help of the following features: -- Excel client/Excel Services -- Dashboards & Key Performance Indicators
Excel Client is used for creating the spreadsheets and then is published to the MOSS 2007 document libraries. The Excel Services provides features of displaying the Excel files as reports in the web browser.
Dashboard Enables guided and optimized analysis of data by the user/employee. This data is stored in the Dashboards in the form of Aggregate workbooks, reports, scorecards, etc. the Dashboards make the information relevant within in the reports etc. also it annotate data with additional information
Content types and
site columns are the foundational elements of SharePoint, but they often get
misused. Whether it’s creating too many content types, not enough, or
recreating site columns that are already available out of the box, it is
critical to remember some key aspects when instituting and managing these
items:
Content Types
Content types are
a core organizational feature of SharePoint 2010. They are designed to give
users the ability to organize SharePoint content in a centralized and
meaningful manner. Site columns (metadata) can be encapsulated within a content
type to allow for reusable structure or independently added to sites and lists.
At its most basic
level, a content type is a collection of settings which can be applied to
content. They are reusable since content types are independent of sites and
lists. A content type includes site columns to define the desired information.
Example: The Task content type includes site columns for Task Status, Start
Date and Due Date where the Schedule content type includes site columns for
Location, Start Time and End Time. Using these content types as a template when
a new task or event list needs to be created is much more efficient than
rebuilding separate lists from site columns.
Site Columns
Site columns are
similar to content types in that they are centrally managed and can be added to
sites and lists. They differ in that the information in a site column is
focused to a single definition of data while content types encapsulate multiple
site columns and definitions of data. Example: A site column named Department
is created as a single line of text for users to enter their department name
and a content type is created named Projects which include the site columns of Department,
Project Name and Project Due Date.
Site columns can
contain multiple types of information, ranging from a Single line of text to
Managed Metadata. It is important to note the difference between metadata and
managed metadata. Site columns are referred to as metadata since they represent
an attribute a user wants to manage. Example: The site column of Department is
an attribute that can be reused in multiple lists.
Managed Metadata
Managed metadata
is collection of centrally managed terms that can be used as attributes for
SharePoint items. Defining a site column to use Managed Metadata for
information is a powerful tool for assigning attributes. Example: Creating a
Department site column, based on a managed metadata term set containing all of
the department names in an organization, allows users to select the correct
department and reduces typographical errors and non relevant data. It also
provides for the proper tagging of documents for routing and search purposes.
Content Type Hub
Content types can
also be stored in a Content Type Hub for centralized management of content
types across Site Collections and Web Applications. This feature utilizes the
Managed Metadata Service and allows Site Collections to subscribe to any
published content types. Any changes to published content types will be updated
in the subscribing Site Collections. Since managed metadata can be created as a
site column within a content type, terms can be globally syndicated across Site
Collections and Web applications.
Content Type and Site Column
Suggestions
Centrally
creating and managing relevant content types and site columns is critical to
ensuring consitent attributes across SharePoint. The following points offer
guidance on maintaining an organized content type and site column structure:
Review the built in content types and
site columns before creating new ones
SharePoint 2010
comes with many built in content types and site columns that may meet the needs
of your structure. In planning your SharePoint structure, review the built in
options before creating any new content types or site columns. New content
types will be based on content types that already exist (parent content types).
This allows for a pre organized template to begin the content type creation
process. Example: Creating a new content type of “Proposal Document” based on
the parent content type of “Document” will provide the necessary settings for
referencing a document template and include the site columns of Name, Title and
Keywords.
Carefully plan the information
contained in content types and site columns and be prepared to refine metadata
Creation of new
content types and site columns should not be done on an ad hoc basis. Take the
time to discover what metadata is relevant to your organizations data collection
and referencing needs. Creation of underutilized site columns (metadata) and
content types places an unnecessary data entry burden on users which can lead
to poor adoption of SharePoint and creation of non-relevant data.
Centrally manage content types and
site columns
Site columns
(metadata) can be created at the list or document library level. Site columns
created in this manner exist only at the list level in which they were created
and not within the confines of content types or the centrally managed Site
Column Gallery. This becomes problematic when managing consistent metadata as
these site columns cannot be reused. It is highly recommended to create new
site columns within the Site Column Gallery and add these site columns to the
content types associated with the preferred list or document library. Changes
made to centrally manage content types will propagate down to the list and
document libraries they have been added to.
A SharePoint
implementation with multiple Site Collections or Web applications would benefit
from the use of a Content Type Hub. This will allow for central management of
“global” content types across the Enterprise for Site Collections that are
subscribed to published content types. Leveraging this feature in tandem with
managed metadata creates globally syndicated terms. Example: A content type
containing a managed metadata site column, based on a product term set, is
published. The list of products can now be reused as an attribute across the
organization.
Conclusion
Content types and
site columns are core to ensuring a strong SharePoint foundation. While
determining this component of the logical Information Architecture may seem
like a mundane task, the rewards of a strong and manageable foundation cannot
be understated.