07 September, 2012

How to Add Users to a Group in SharePoint

Use the steps below to add a user into a SharePoint Group:

1.   Choose Site Settings from the Site Actions and Click People and Groups present below Modify All Site Settings.


2.   Click Advanced Permissions from the User and Permissions column.
3.   Click the Groups heading on the left Quick Launch bar.


4.   From the “People and Groups: All Groups” page, click the name of the group to add users or groups to. This opens a page listing the current membership of the group.
5.   Click New to open new menu, and select Add Users.


6.   From the Add Users page, type domain name (i.e. domain name\userid) and click the check name icon or click the phone book icon and search for the name.
7.   Select which group to add the users to.
8.   Click OK.

Backup-Restore by using SharePoint Designer 2007


Steps to create the Backup of a SharePoint site using SharePoint Designer 2007 is provided below:
1.   Open site you want to Migrate in SharePoint Designer 2007
§  Copy the URL of the site.
§  Open SharePoint Designer 2007.
§  Go to File > Open Site.
§  Paste the URL of your site in Site Name.
§  Click Open. Designer will attempt to open the Web.

2.   Go to Site > Administration > Backup Web Site.
3.   Check “Include Sub Sites in Archive” if needed.
4.   Type a name for the backup file and save it to your desktop or somewhere that is easy to locate.
5.   Click “OK” – backup will begin.
6.   A message will appear when backup is complete.

Migrating Site to a New Site

1.   Create New Site under parent

·         Open SharePoint Designer 2007, and open the root parent site where you want to create your subsite.
·         Go to File > Open Site.
·         Type in the URL of the SharePoint web in the folder field.
·         Click OK; the designer will try to open your web.

2.   In the Folder List column, right-click on the top folder, e.g. "http://mosstest/sites/WSSsitename"
3.   Select New > Subsite...
4.   In the Web Site Templates window that appears, select the 'Empty Web Site' template.
5.   On the right-side of the Web Site Templates window you will see a box titled 'Specify the location of the new Web site'. In this box you should see a URL like http://mosstest/sites/WSSsitename/subsite
6.   Change subsite to the name you want your new site to use
7.   This will build a new empty site, and should open a new Designer session showing the empty site.
8.   Restore WSS site using the Restore site steps.

Restore the SharePoint site

Warning: Using the Restore feature in Designer can overwrite existing content or data in a site if not used properly. You should always restore the .cmp file to an empty site
·         With your web open, go to Site > Administration > Restore Web Site....
·         Navigate to the backup file you created in Step 1
·         Click Open.
·         Designer will ask you to press OK to restore the template to your site. Click OK. The Site will proceed to restore.
If you have any queries/questions regarding the above mentioned information then please let me know. Thank you.

Upgrade to Microsoft SharePoint 2010 Products from MOSS 2007 and WSS 3.0

When we plan for an upgrade from MOSS 2007 or WSS 3.0 to SharePoint 2010 Products, we have different upgrade approaches as building blocks that can be used for optimal upgrade approach.
In-place upgrade: Use this approach to install the new version of SharePoint 2010 products on the same hardware that is used for the previous version. Upgrade the content and settings in the server farm as part of a single process.

Databases attach upgrade: Use this approach to upgrade the content for the environment on a separate farm. It doesn't upgrade any of the services or farm settings. Content databases can be upgraded in any order and can upgrade several databases at the same time. Using this approach, its possible to attach a Shared Service Provider database during DB attach upgrade, this will upgrade the profile information in the database. Using this approach, it’s not possible to upgrade the search database.

Hybrid approaches: A hybrid approach lets us to take advantage of in-place upgrade's ability to upgrade content and settings, while we take advantage of the speed of a database attach upgrade. The advantages of this method is
·         Farm wide settings can be preserved and upgraded
·         Customizations are available in the environment after upgrade, although manual steps may be required to upgrade or rework

We can upgrade multiple content databases at the same time, which results in faster upgrade times overall than an in-place upgrade. For more information on Upgrade Process please refer to http://technet.microsoft.com/en-us/library/cc262483(office.14).aspx 

06 September, 2012

Role of Excel Services in SharePoint 2010

Excel Services is part of Microsoft SharePoint Server 2010
Excel Services is built on ASP.NET and SharePoint Foundation technologies
Excel Services enables you to load, calculate, and display Microsoft Excel workbooks on Microsoft SharePoint Server
Core Components are:-
·         Excel Web Access
·         Excel Web Services
·         User-defined functions (UDFs)
·         ECMAScript (JavaScript, JScript)
·         Representational State Transfer (REST) service
·         Excel Calculation Services
An important aspect of Excel Services is that solution developers can use its power programmatically from their applications.
There are five types of development that you can do by using Excel Services:
·         Develop solutions by using Excel Web Services
·         Extend the Microsoft Excel function library in Excel Services by using user-defined functions (UDFs)
·         Customize the Excel Web Access Web Part
·         Develop solutions by using ECMAScript (JavaScript, JScript)
·         Use the REST API to perform operations against Excel workbooks

It supports sharing, securing, managing, and using Excel 2010 workbooks in a browser by providing the following:
Global settings for managing workbooks,
·         settings for security
·         load balancing
·         session management
·         memory utilization
·         workbook caches,
·         external data connections
·         Trusted file locations
An extensive list of trusted data providers for connecting to your data, plus the ability to add your own trusted data provider.
·         Trusted data connection libraries, which allow you to define which data connection libraries in your farm are trusted by Excel Services
·         The ability to add your own user-defined function assemblies.

SHAREPOINT LIBRARIES 2010


Library:
·         Container for creating, organizing, managing different document types (Word documents, spreadsheets, presentations, forms etc).
·         To store files, Meta information about the files.
·         Used among different team members.
·         By default a Shared Library is created when a site is created.
·         Additionally any number of different types of libraries can be created.

Specialized library types in SP 2010
To store specific content  types.
·         Asset Library:
To create a rich media library.
To create, browse, share, organize and manage images, audio and video files.

·         Data Connection Library:
To create, browse, share, organize and manage files that contain information about connecting to external data connections.

Document Library:
To create, browse, share, organize, and manage documents or other files.
For creating folders, versioning of documents and check-in/check-out of files.

Form Library:
To store and manage Microsoft Office InfoPath forms/ XML files for use with Microsoft Office InfoPath(business forms like a status report, purchase orders, etc).

Picture Library:
To upload, share pictures with others.
Includes a built-in image viewer.

Report Library:
To create web pages, reports to track business metrics, goals, KPIs (Key Performance Indicators) and business intelligence information.

Slide Library:
To create a library for storing and sharing Microsoft PowerPoint slides.

Wiki Page Library:
To create, store customizable pages of content that are linked together and can be edited by several people