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May 12 2013

04:04

New: UploadZen is now HTML5-based

Until yesterday, UploadZen's Web Uploader (and File Upload Web Part for SharePoint) required either the Flash or the Silverlight browser plugins at the client side to support selection of multiple files for document uploads.

No longer!

In all modern browsers (except, at the time of this writing, Internet Explorer) this SharePoint Solution Package now utilizes HTML5 features for selecting multiple files if the browser supports them...

May 10 2013

05:40

Using Filter Web Parts to search a SharePoint List / Library View's entire directory hierarchy (incl. sub-folders)

So, this is a fairly common use-case and requirement that FilterZen easily delivers a workable solution for. (I think we have this topic covered in a forum thread or two, but a quick "authorative" blog post on this can't hurt.)

Here's your situation:

  • you have a SharePoint List View (or Library View) with folders shown. Easy, simple, your users know how to work with that.
  • you have it connected to a Filter Web Part so that users can easily "search" locally within that List View, without needing SharePoint's Search UI.
  • your users appreciate the display of folders, but also would like to be able to "search in all folders" when they begin specifying filter criteria.

By default, this won't happen... here's how to make it happen.

May 07 2013

17:35

How to recover "missing" ExportZen/PrintZen/UploadZen ribbon/tool-bar action commands

All three products, ExportZen, PrintZen and UploadZen integrate themselves into your SharePoint Lists and Libraries by means of custom tool-bar items (SharePoint pre-2010) and/or Ribbon actions (SharePoint 2010 and newer). After a fresh from-scratch installation, they will automatically provide a readily usable default Action in normal out-of-box List/Library View pages, but sometimes as time proceeds and customizations are performed "all over the place", all of a sudden "our ribbon/toolbar action is no longer showing up!"

Here are "three easy steps" to investigate such an incident.

May 06 2013

06:24

Rare errors #1: "Root element is missing"

Our license files are sent out as XML text files. Under very rare circumstances, you may get the following error message when attempting to apply your license file: System.Xml.XmlException: Root element is missing. Here's how to work around this uncommon issue.

September 11 2012

07:04

September 25 2011

15:41

Using User Profile Property Values for List Filtering in SharePoint

Every other month or so, we receive an enquiry like the following:

Is it possible to filter (using FilterZen) a standard Document Library by a specific user profile field such as Department, where Department is also a field in the List / Library? I cannot see a way of doing it like the out-of-the-box Current User Filter Web Part.

Can do! With a few tweaks. Truth be told, we've been meaning to roll out first-class native FilterZen support for the SharePoint Server (MOSS / SPS) User Profiles model for a bit now. We expect to finalize an update for this by early October 2011, ie. in the next 1-2 weeks.

But that's no excuse not to implement such a requirement in FilterZen right now, with the current version you have now available. Of course, if you're on MOSS 2007 / SPS 2010, you could just use the out-of-box Current User Filter Web Part right away and skip FilterZen entirely — but if you have other filters for your List or Library you'd like to apply with FilterZen, integrating a User Profile Property into your main FilterZen Web Part is an understandable need and this is how you do it:

Let's work from the original enquiry above. You have a List View / Library View Web Part on your page (or you work directly on a View Page for that Library) and the Library contains a Department field. We want to filter so that only documents are shown that apply to the current user's Department, as stored in the corresponding User Profile Property.

For now there are no other Web Parts on the page. Add to it an out-of-box Current User Filter Web Part, a FilterZen Transformer Web Part and a FilterZen Filter Web Part, in that order. Do not connect any Web Parts at this point. Since you can freely re-arrange the order of Web Parts on the page interactively, be sure we have the following Web Part order:

  1. Out-of-box Current User Filter Web Part
  2. FilterZen Transformer Web Part
  3. FilterZen Filter Web Part
  4. Your Library View Web Part

1. The Current User Filter Web Part

  • For Filter Name, specify TempDepartment
  • Under Select value to provide, pick Department
  • Under Advanced Filter Options, tick the Send Empty if there are no values check-box option

2. The FilterZen Filter Web Part

Apart from any other filters your FilterZen Filter Web Part may contain, you will add a Text Filter named Department. This filter name refers not to the User Profile Property but to the target Library Field it is filtering! Apart from the name, the only other setting you need to set for this Text Filter is the default value which you will set to {$TempDepartment$} (or whatever name you used in step 1.)

3. Web Part Connections

Only now do you connect all Web Parts on the page, exactly as follows and exactly in this order:

  • From the Connections sub-menu of the FilterZen Transformer Web Part, select ICellConsumer (Get Cell From) and then pick your Current User Filter Web Part.
  • From the Connections sub-menu of the FilterZen Transformer Web Part, select IRowProvider (Send Row To) and then pick your FilterZen Filter Web Part.
  • From the Connections sub-menu of the FilterZen Filter Web Part, select Send Filter Values To and then pick your List View / Library View Web Part.

At first glance, this possibly looks more complicated than it really is — in fact, it's a fairly straightforward sequence of simple steps, really! With the next FilterZen, as usual things will be even easier and even faster to implement. But even now, FilterZen's core flexibility let's you combine the (very few) remaining not-yet-fully-absorbed skills of out-of-box Filter Web Parts with its many rock-solid and tremendously useful capabilities already provided.

This was just one example of how experimentation with core building blocks and re-using basic capabilities can take you far beyond the myriad of built-in, "typical" turn-key use-cases. So keep exploring!

September 17 2011

19:16

Manual installation / deployment of our SharePoint WSP Solution Packages

All our Web Parts and SharePoint solutions come with a deploy.exe Windows-based installation+deployment wizard to achieve streamlined installation and deployment. This wizard works smoothly and pleasantly for 99% of users.

Except when it doesn't. With a growing user base, a tiny minority of edge-case users or misconfigurations that prevent the wizard from completing are to be expected, and this article applies only to them.

Always try deploy.exe first. As a reminder, when you download one of our SharePoint tools, you get a roxority_<Product>Zen.zip file, ie. roxority_FilterZen.zip, roxority_PeopleZen.zip etc.

Copy it to your SharePoint server (or in a multi-server farm environment, to the primary web front-end server, ie. the one hosting your SharePoint Central Administration) and extract this ZIP setup package on there.

Now, don't just double-click deploy.exe to run it: instead, right-click it and depending on the Windows Server version, you'll see either a 'Run as administrator' or a 'Run as...' option.

  • If it's the latter ('run as...'), pick that option and then specify a user account that (A) has administrative rights on the machine AND (B) is also a member of the SharePoint Farm Administrators group (review it in Central Administration if unsure). Both conditions should be met for best results. (Better yet, you're already logged in to your Windows Server as such as user account.)
  • If the former ('run as administrator'), be sure you're logged in to the server as a user account that (A) has administrative rights on the machine AND (B) is also a member of the SharePoint Farm Administrators group (review it in Central Administration if unsure). Both conditions should be met for best results.

Things should be smooth sailing from here, but if you belong to the less-than-1% of users where the deploy.exe wizard does not complete successfully, read on.

Manual step 1 — install via STSADM:

If you are about to install one of our add-ons, we have to assume you're already at least remotely familiar with the STSADM tool that ships out-of-box with every SharePoint installation. No need to be a command-line ninja, you'll just need one command:

  • STSADM -o addsolution -file c:\fantasypath\<WspFileName>.wsp

Replace c:\fantasypath with the full directory path of the extracted setup package, which will contain between 2 and 4 WSP files. For <WspFileName>.wsp, substitute the WSP file appropriate for your environment:

Product SPF 2010 SPS 2010 WSS 3.0 MOSS 2007 roxority_ExportZen_… …xiv.wsp …xiv.wsp …xii.wsp …xii.wsp roxority_FilterZen_… …xiv.wsp …xiv.wsp …xii_wss.wsp …xii.wsp roxority_PeopleZen_…   …xiv_wss.wsp …xiv.wsp …xii_wss.wsp …xii.wsp roxority_PrintZen_… …xiv.wsp …xiv.wsp …xii.wsp …xii.wsp roxority_UploadZen_…   …xiv_wss.wsp …xiv.wsp …xii.wsp …xii.wsp

Manual step 2 — deploy via Central Administration:

In SharePoint 2007 (WSS 3.0 or MOSS 2007), go to Central Administration / Operations / Solution Management — in SharePoint 2010, go to Central Administration / System Settings / Farm Management > Manage Farm Solutions.

Next, select the WSP file you just installed in step 1 with STSADM. Click Deploy Solution and follow the on-screen instructions. Do this repeatedly UNTIL you have fully deployed the WSP to:

  • all your content Web Applications applicable for this WSP
  • the Central Administration Web Application (MANDATORY!)
  • all Shared Service Provider (SSP) and Shared Resource Provider (SRP) Web Applications (MANDATORY!)

Manual step 3 — enabling, and then IISRESET:

Using farm-administrative credentials (best to follow the recommendations from the beginning of this article regarding deploy.exe), open any one page linked under the <Product>Zen Studio section on the Central Administration / Site Settings page. This should "enable" the software for full use in this SharePoint server farm, AND notify you about the success of this "enabling" operation too.

The software will not work unless and until this "enabling" procedure has been completed (just opening any <Product>Zen Studio page under Central Administration as per above should do this) and all web front-end servers in the SharePoint server farm have been IISRESET afterwards.

Manual step 4 — activate Site Collection Features:

In the root Web Site of your content Site Collection, go to the Site Settings page. In the Site Collection Administration section, click Site Collection Features (NOT Site Features!) and on the next page, activate the Site Collection Feature(s) you need.

Uninstalling our SharePoint WSP Solution Packages

Just like installation, your best choice for uninstallation is our deploy.exe wizard that is part of the downloaded roxority_<Product>Zen.zip setup package. But if you need to uninstall the solution package manually:

  • first perform manual step 4 above, but instead of activating the Site Collection Features, deactivate them.
  • then perform manual step 2 above, but instead of choosing Deploy Solution, repeatedly Retract Solution until it is no longer deploy to any Web Application.
  • then perform manual step 2 above, but instead of choosing Deploy Solution, click Remove Solution.
  • IISRESET all web front-end servers in the SharePoint server farm

 

April 06 2011

09:40

SharePoint "Unknown Error": How to Show All the Details

Every couple of months, we receive a support request that goes something like this: "when I attempt to do X, SharePoint says Unknown Error". Of course there is no way we can fix an "unknown error". Yet these errors are not unknown, by default SharePoint simply does not show their inner details — presumably the user experience designers at Microsoft presumed that a real error message is too scary for SharePoint end users, but an "unknown error" is somehow so much more reassuring... or maybe there really are too many 3rd-party developers who as a matter of habit always include sensitive passwords in their error messages.

Anyway, if you do encounter an Unknown Error (this has become spectacularly rare fortunately as our software has grown ever more stable over the last 2 years), then we need you to turn on Detailed Error Messages in your SharePoint environment. This is easy to do and absolutely non-dangerous, plus typically you will be reporting your issue from your QA, test or dev server rather than production. Here is what we need you to do.

March 19 2011

01:25

Hi, Ryan Wheeler, developer of "Pentalogic FilterPoint"!

First off, congrats to getting a Filter Web Part developed and to market. As we know too well, this takes skills of all kinds, countless man-months once the first version is scrutinized by real world enterprise users with the most complex and fickle requirements, much debugging and hair-pulling...

February 20 2011

09:53

PeopleZen Data Field Templates: one new feature, many new possibilities

Lately we received a number of feature requests that could all be addressed by a single feature we've been meaning to add for quite some time, so we finally implemented it for the 1.9 release of PeopleZen: Customizable Data Field Templates.

Simply put, this gives you an easy tool that lets you fully redefine how PeopleZen displays or transforms certain user information, which is typically returned in rather raw form by your Data Source and may not be ready for human consumption as is.

PeopleZen has since its inception for many a common User Profile Property adopted "the most meaningful or usable way to display it", based on hard-coded heuristics driven initially by educated guesses and then increasingly by user feedback:

  • multi-valued properties are displayed comma-separated (but this is configurable)
  • email addresses are typically displayed as hyperlinks
  • date/time values are slightly re-formatted
  • all other information is displayed as plain text

But even if PeopleZen gets 90% of your needs right, out of the box, sometimes your users require more sophistication unique enough to your organization that we cannot simply hard-code it into the tool for everyone. Instead, with the new Custom Data Field Templates feature you can easily define your custom property display logic yourself — without having to struggle with messy XSLT.

Because this feature is so flexible, we will walk you through three real-world scenario of our users (anonymized) and how this new feature lets them implement their requirements:

Scenario 1: a better Manager field

Real-world user request:

I'm showing Manager as a column in my newest iteration. I'd like to display that as a clickable link to the manager's profile page (just like the main link in the far left column). Can I do that and at the same time show the person name rather than account name?

So by default the Manager user profile property stores just the account name / domain login name (ie. in the yourdomain\user123 pattern). Instead, this PeopleZen user wants to:

  1. show the real name (in a Farm User Profiles Data Source, this would be the PreferredName user profile property)
  2. and link it to the manager's profile page

Here are the steps to achieve this:

  • go to Site Settings / PeopleZen Studio / Data Field Templates and add a new Data Field Template. If you do not have any yet, simply use the form readily shown to add one:
    • Name: ShowManager
    • Content mode: HTML source code
    • Template content: <a href="{UserProfiles_PropertyValue;#AccountName;#[Manager];#rox___pu}">{UserProfiles_PropertyValue;#AccountName;#[Manager];#PreferredName}</a>
  • after saving this, replace your previous, unsatisfactory Manager field (in the User Profile Properties section of your PeopleZen Web Part's settings tool pane, and/or in the Default Data Fields setting on the Data Fields tab of your Data Source under Site Settings / PeopleZen Studio / Data Sources) with the following line:
    • {ShowManager}:Manager

The part after the colon is simply the display name of your field as shown to end users. The part before the colon, where you would typically specify a Data Source field, now instead references your own Data Field Template which you called ShowManager.

Inside this template, we used a similar (but a tad more complex) {placeholder syntax} to:

  • obtain both the PreferredName of the manager for the display text inside the <a> hyperlink
  • obtain for the <a href> attribute the profile page URL for which the special built-in field name rox___pu is used (which points back to the Link URL data field/s setting on the Data Source's Data Fields tab)

Inside your template you could use the same {placeholder syntax} to "call" any of your other Data Field Templates, if you have more than one. In fact this is precisely what is happening here -- a call to "another template" -- only you have never defined a template named UserProfiles_PropertyValue before, instead it is already built into PeopleZen and is simply a "predefined template" performing some very specific logic. In the above examples, when invoking the UserProfiles_PropertyValue template, it requires and is given three values:

  1. the User Profile Property to match with the next (2nd) given value. That property is AccountName for Farm User Profiles Data Sources.
  2. the value to obtain the User Profile to use for the next (3rd) given value. We pass [Manager] so now the template knows: pick the user profile whose AccountName is the Manager field of the current user profile.
  3. the property value to obtain from the fetched user profile. In this case, we want to show the PreferredName inside the link and for its URL, the rox___pu user profile page link.

All values given to a template are separated from each other and from the template name with SharePoint's ubiquitous ;# separator. So this is how you end up with an initially scary-looking, but ultimately very simple definition such as {UserProfiles_PropertyValue;#AccountName;#[Manager];#PreferredName}...

Scenario 2: display a field value but linked to a custom-composed dynamic URL

The next scenario is pretty similar in kind:

We need a special formatting for a certain Data Field in the rendered PeopleZen Web Part: <a href="http://roxority.com/ats/pages.aspx?param2=CurrentlyLoggedOnUser">datafieldValue</a> — is it possible to render a Data Field as a hyperlink exactly like in that example? All values in the column should have that rendering format. The currently logged-on user is also needed!

The steps are almost identical to scenario #1 above but let's walk through them again:

  • go to Site Settings / PeopleZen Studio / Data Field Templates and add a new Data Field Template. If you do not have any yet, simply use the form readily shown to add one:
  • after saving this, add your custom linked field to your user profile lists (via the User Profile Properties section of your PeopleZen Web Part's settings tool pane, and/or in the Default Data Fields setting on the Data Fields tab of your Data Source under Site Settings / PeopleZen Studio / Data Sources) with the following line:
    • {CustomLink}:Field Title

The part after the colon is simply the display name of your field as shown to end users. The part before the colon, where you would typically specify a Data Source field, now instead references your own Data Field Template which you called CustomLink.

Inside this template, we used a similar {placeholder syntax} to obtain the acount name of the current calling SharePoint user via the special, built-in "template" {UserProfiles_CurrentUser}. Note that the use of [Department] is just an example, this user probably wanted to show another User Profile Property but didn't tell us which. So replace [Department] with another know User Profile Property as required.

Scenario 3: Date/Time conversions

Real-world user request:

Our date of birth and hire date are entered into AD as Long Integers (ie. 122918688000000000 for 7/6/1990). Is there a way in PeopleZen to convert these to "human readable" dates?

Here you do not even really need to define your own custom Data Field Template. Simply replace your

  • SPS-Birthday:Birthday (or SPS-HireDate:Hire Date etc.)

or similar line (via the User Profile Properties section of your PeopleZen Web Part's settings tool pane, and/or in the Default Data Fields setting on the Data Fields tab of your Data Source under Site Settings / PeopleZen Studio / Data Sources) with any one of the following:

  • {DateTime_FromBinary;#[SPS-Birthday]}:Birthday
  • {DateTime_FromFileTime;#[SPS-Birthday]}:Birthday
  • {DateTime_FromFileTimeUtc;#[SPS-Birthday]}:Birthday
  • {DateTime_FromTicks;#[SPS-Birthday]}:Birthday

These are simply different conversion functions for long integer representations of date/time values. Try them all if you're not sure which long format your Data Source's date/time values are in fact using.

September 25 2010

16:33

Print-Friendly SharePoint Calendar / List Views & User Profiles Web Parts

We recently launched PrintZen, which lets you offer printer-friendly Views of SharePoint List, Calendar and other Web Parts. This article shows you how to integrate PrintZen with PeopleZen to offer print views for your User Profile Web Parts. Once you have both solution packages installed in your SharePoint environment — it's really easy.

August 23 2010

01:35

Augment Search Result Pages with Filtered Document Library / List Views

While SharePoint's Search features present a great deal of configurability and customizability, it sometimes cannot be tweaked enough to support every need. We received the following request:

We have a WSS 3.0 store of documents that we would like to share. They are stored as list items and there are a number of different columns which help describe the documents. Some are quite straightforward, such as document name, document description, division and subdivision within the organisation that created the document. The one that is causing problems is a column called keywords. It takes its values from another list (sample values might be: climate change, air quality, litter prevention, noise pollution control). Since a document might be relevant to a number of areas, multiple keywords can be selected. I found that once multiple selections were allowed, a search scope allowing the user to narrow their search by keyword just wouldn't work. I would like to allow a user to narrow their search by organisational division, which I have done, and I'd like to be able to give them good functionality to filter the results that are returned. The filtering wouldn't just be limited to the keywords; it would also allow users to filter by date and author.

August 06 2010

07:00

July 31 2010

15:13

July 22 2010

14:42

June 30 2010

13:13

Adding an "Advanced Search" interface to any List or Web Part in no time -- with the new on-the-fly Filters

We just introduced an outstanding new feature to FilterZen: the Dynamic Ad-Hoc Filters that give you a full-fledged Advanced Search user interface for any connected Web Part, and fully pre-populated with applicable fields for any SharePoint List:

Previously, content managers, site designers or admins pre-configured individual filters with the proper settings for their end-users, but those had no way of customizing these. While this is still a valid use-case for many projects, with the new Dynamic Ad-Hoc Filters, end users can arrange and combine their own filters on the fly to search the List, Data View or other Web Part in a way that suits them in their individual, current situation.

 

  • End-users can AND/OR combine multiple filters on the fly.
  • The appropriate rich editors (date controls and people pickers) are shown when a field is selected, without a page post-back.
  • End users can also search for "any field", for example "show me records where any field contains iron".
  • Setting this up is a breeze, and admins can pre-define which fields and operators are allowed:

May 29 2010

10:14

List Filtering: Highlighting Partial Matches in Search Results

Just a quick update: users of FilterZen, the ultimate Filter Web Part for SharePoint 2010 and 2007, can now greatly improve the end-user usability with a simple check-box option we just newly introduced: highlighting of filter values (ie. search phrases) in the connected consumer List View "search results":

The highlighting needs to be explicitly enabled in the FilterZen Web Part settings tool-pane (in the Interactive Filters section, see above-right screenshot) and of course you can fully re-style and customize this using CSS: simply use the span.rox-hilitematch selector.

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