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Working with Managed Metadata in SharePoint 2010 - Term Set Management

Initially I published an article Working with Managed Metadata in SharePoint 2010 here I want to illustrate some core functionality that is available when you want to manage Managed Metadata. In the Site Settings select "Term store management" item: Then select the term set you would like to manage. In my scenario I want to create a term set to store Document Categories. For example I have two categories: Accounting, Technical. So first I select a metadata group that you want to update and select "New Term Set" command: I call it Document Categories and Save it. Then I select this new term set and choose "Create Term" command: To create "Accounting" term: Then create as many terms as I want to get Accounting and Technical as I wanted: You can also do other command with your terms - Copy, Reuse, Merge, Deprecate, Move, Delete: After that I add Managed Metadata to my content type that I use for documents, select Document Categ...

SharePoint 2010 & Ubuntu

Last week I worked 2.5 days doing SharePoint 2010 using Ubuntu 10.04 installed on my 6 yo laptop. Laptop: Samsung P28, Intel Celeron M, 1Gb RAM, 40Gb HDD, WiFi network adapter. Browser: Mozilla Firefox for Ubuntu canonical 1.0 Tasks I was able to do in regard to SharePoint implementation: - Document management. Creating documents using OpenOffice then uploading them into SharePoint via browser. - Management of custom lists, content types, site columns, views etc. All site settings available from Web browser UI. - Forms Authentication and Search set up. I used rdesktop to connect remotely to the SharePoint Web and Application server. Positive: - I have got most of the new features of user experience: ribbon, menus, styles etc. - If I don't need custom Web applications development for SharePoint or SharePoint Designer work on my laptop or other client machine I can use Open Source and free software easily. Anyway Visual Studio and SharePoint Designer could be installed st...

SharePoint 2010 Search Issue - FQDN Crawl

I have recently set up a standalone SharePoint 2010 environment. The Web application was created with host header and the site collection is accessible from the client machines, but not internally. That was because of using FQDN to access the Web site. The error when I tried to access site internally was similar to the one described here: You receive error 401.1 when you browse a Web site that uses Integrated Authentication and is hosted on IIS 5.1 or a later version And the search returned the following error in the Event Log: "The start address    cannot be crawled. Context: Application 'Search_Service_Application', Catalog 'Portal_Content' Details: This item could not be crawled because the crawler could not connect to the repository." One of the suggestions was to disable the loopback check, but that would compromise the Web server. So what I have done was: 1. Added a binding to my IIS Web site for a different port. Let's say my Web...

SharePoint 2010 Backup and Recovery - Links

There are couple of TechNet articles to start with: Plan for backup and recovery (SharePoint Server 2010) Backup and recovery overview (SharePoint Server 2010) Back up a Web application (SharePoint Server 2010) At the moment I am working on a backup/restore strategy for an IT company. Stay tuned for more articles from Wylde Solutions

InfoPath 2010 and SharePoint 2010 - Part 1

SharePoint 2010 together with InfoPath 2010 is a great improvement since 2007 version of both products. This post will show you how easy it is now to capture information to SharePoint with InfoPath 2010. 1. I will not use Form Library in this scenario, because to me there is no difference, but even I will have some advantage of using Custom List rather than Form Library. OK, I created a custom list called Sales Orders and added some columns: Order Status - choice, Account Manager - person or group and Reference - single line of text: 2. Then I went to modify the list form in InfoPath: 3. When the InfoPath is opened you can see all the columns from the custom list and a basic layout set up already. If you are familiar with InfoPath 2007 you see how much is improved in 2010: 4. Let's change some colours and add some text: 5. Publish - there is a tiny button in the top left corner of the screen called Quick Publish: 6. When the form is published y...

Document Sets - SharePoint 2010 - Part 1

Hi again, in this post I am going to demonstrate how set up and start using Document Sets in SharePoint 2010. In Beta version there was a little problem when working with Document Sets. You could see the discussion around it here: Document Set content type issue . Now it is fixed and I will show you how to set up Document Sets properly to also use Keywords. 1. Activate two site collection features - Document Sets and Document ID Service: 2. Select a document library settings where you want to implement Document Sets. In my case it is Shared Documents. When you have selected the settings go to Advanced settings and then allow content types management: 3. Add an existing content type called Document Set: 4. Now I want to create a new Document Set. I have a sales opportunity and I have two documents related to this sales opportunity. So first I select New Document -> Document Set command, then provide name and description and there it is: 5. To check if our Document ID...