SharePoint 2013

Get started with Project Online

Posted by Jim on June 30, 2017
SharePoint 2013 / 2 Comments

Get started with Project Online …..

Wait, so what is Project Online?

Project Online Project Online is web-based, and is great for:

  • Managing multiple projects.
  • Tracking work on timesheets.
  • Balancing broad resource needs.

(If you’re looking for a hosted version of Project Server, this is it!)

To be clear, Project Online is NOT a web-based version of Project Professional.   Project Online is an entirely separate service that offers full portfolio and project management tools on the web. It includes Project Web App, and can, depending on your subscription, also include Project Online Desktop Client, which is a subscription version of Project Professional.

Stay tune … articles to follow on the new Online Project systems from Microsoft ….

 

Mapping SharePoint as a Drive

Posted by Jim on June 30, 2017
O365, SharePoint 2013, SharePoint 2016 / Comments Off on Mapping SharePoint as a Drive

Today many organization’s are using SharePoint or OneDrive and have them mapped as a network drive. But … if you haven’t mapped the drive properly you might come to all sorts of issues.

One of the issues you may encounter: when creating an Office document (Word, Excel etc) and then saving in the mapped SharePoint drive is upload failed.

 

 To get the correct link for mapping SharePoint as a network drive you will need to:
  1. Open Internet Explorer and log in with your Office365 credentials (please note this only works  with Internet Explorer and no other browser – This is a Microsoft limitation that cannot be changed)
  2. From the Home page, navigate to Sites > Team Site > <Shared Documents> – this may vary depending on how your company has decided to name the Shared location of files.
  3. Once you are in Shared Documents, from the tool bar ribbon select Library and then select Open with Explorer (this will open the Library as a standard Windows Explorer folder)
  4. Once the shared documents Library is opened in Windows Explorer, select and right-click on any of the files/folders within that location and select Properties.
  5. Make a note of the Location in the General tab and use it to map SharePoint as a network drive.
When mapping SharePoint as network drive you will need to:
  1. Add the following to Trusted sites in Internet Explorer:

https://sharepointsite.sharepoint.com

  1. Before you map a drive, login to Office 365 via Internet Explorer and tick “Remember my credentials”;
  2. Open the full clients address in internet explorer and make sure it opens the files without any logon prompt so https://sharepointsite.sharepoint.com/personal/USERNAME/Documents/
  3. Go to Services and make sure WebClient service is set to Automatic;
  4. When mapping a drive, make sure “Reconnect sign-in” and “Connect using different credentials” boxes are checked (make sure to use Office 365 email and password in the credentials prompt); (you’ll be prompted twice for the username and password, make sure you fill it in twice and twice select remember credentials)
  5. Go to Internet Explorer settings – Tools, Options, Connections, LAN Settings, uncheck “Automatically detect Settings” – this will significantly improve the connection to SharePoint.

Cheers!

When do you use Nintex?

Posted by Jim on June 21, 2017
Office 365, SharePoint 2016 / Comments Off on When do you use Nintex?

Nintex is the market leader in workflow automation for SharePoint, and its workflows are used by thousands of businesses around the world to simplify and streamline their processes and

So, how can you be one of these ‘best in class’ companies that uses workflows to improve their business?

Over the next few weeks I’ll explore some of the best in class recommendations. Interesting and in confliction to many business owners, Nintex is for everyone. I have personally seen the eyes of hundreds of business admins and mid level executives come to live after one simple demonstration of the tool set.

Best Practice Tips and Tricks for Nintex Workflows

All the latest news on Nintex Workflows can be found at the Nintex blog. To get you started, our guide for best practice tips and tricks will set you on the right path.

  1. Research First

The beauty of Nintex Workflows is that they’re so , so very simple to build. But this shouldn’t be an excuse for set up preparation. To ensure your workflows are actually useful and serve a purpose, you need to begin by getting out there and doing some research.

The first step is to interview the people who’ll be using the workflow. What activities do they perform? How do their processes work? What would make it easier? Once you’ve got a deep understanding of what they need the workflow for, you’re ready for the next step.

Is InfoPath Dead? InfoPath Forms?

Posted by Jim on July 09, 2016
SharePoint 2013 / Comments Off on Is InfoPath Dead? InfoPath Forms?

Are we going to kill off InfoPath. I don’t think so. Millions of companies continue to use the tool and here is the latest and greatest from Microsoft.

  • InfoPath 2013 is now available in the Microsoft Download Center.
  • InfoPath 2013 is the last version Microsoft will release, and support will be extended until 2026.
  • Microsoft has no currently announced plans for InfoPath replacement
    • FoSL was discontinued
    • PowerApps is a vehicle for consuming Azure App Services
    • Microsoft Forms are for teachers to give quizzes mostly
  • SharePoint 2016 will support InfoPath browser forms (contrary to earlier statements).
  • Office 365 will support InfoPath browser forms ‘until further notice’ officially, with indications that may mean until one year after the release of Office 2016.
  • InfoPath browser forms do not work on mobile devices when SharePoint Online mobile view is enabled.

Microsoft Forms preview determined not to be InfoPath replacement

When Microsoft announced last week the early availability of something called Microsoft Forms (previously branded Office Forms), social media predictably started asking: could this be a replacement for InfoPath. Clearly it’s not.

Alex Pearce was the first blogger to get his hands on the preview (only available in Office 365 for Education) and provide us with an informative walkthrough. His conclusion:

When selecting New it very quickly takes you to a new form which I see this mainly as just a quizzing tool.  So for all you budding InfoPath specialist or SharePoint people expecting this to be the replacement, it not (well at least not at the moment).  It’s not asked me to create anything in SharePoint, asked for a relation with a Office 365 Group nor have I found anything that has changed in my Office 365 tenant so I believe this is a stand alone product.

InfoPath users are hungry for a clear replacement strategy from Microsoft. But Office Forms, like PowerApps, is not positioned to fill that role.

BrightWorks

Posted by Jim on July 09, 2016
Office 365, SharePoint 2013, SharePoint 2016 / Comments Off on BrightWorks

A surprising product designed to support PMN (Project Management) in a SharePoint wrapper. I recently reviewed this product. Although its been around for a while, the latest version in a significant planning tool.  I was a little disappointed with the fact that the current version is not ready in the SharePoint 2016 version but as with all things that will eventually get fixed.

Why BrightWork?

If your organization need a professional tool to manage projects and process this is something you may want to check out.

Features, Benefits, Product Strengths

  • Effective Project and Portfolio Management – With its ‘Start and Evolve’ philosophy, users are able to immediately implement an effective project management wherever their starting point is. It has pre-defined tasks, documents, templates and other artifacts for different kinds of projects, enabling them to make the first and most important step: starting a consistent best practices PM strategy. And as projects increase in number and complexity, users are given the flexibility to have the tools that evolve with the requirements. They also are able to see and prioritize which projects are more valuable and most align with the business.
  • Real-time Team Collaboration and Dynamic Resource Management – Built on top of the SharePoint environment, project managers, team members, PM champions, senior executives, IT managers and other stakeholders are able to communicate more quickly and effectively than just by using email. Real-time collaboration extends to file sharing, document management, and client portals with real-time status updates. And the right people with the right skills are able to work on the right projects with an effective resource allocation system that is visible to all.
  • Insightful Reporting and Metrics, Accurate Project Costing and Budgeting, and more – As a web application, project status updates are given and received in real-time, which helps decision makers to have greater control for managing risks and opportunities. With different types of graphical reports, portfolio dashboards, and metrics among others, the right information can be retrieved anytime for making informed decisions. With accurate tracking of project costs and expenses, users are able to make their business efficient, productive and profitable most of the time, if not always with this project and portfolio management solution.

New Features? SharePoint 2016

Posted by Jim on July 09, 2016
SharePoint 2013, SharePoint 2016 / Comments Off on New Features? SharePoint 2016

I think a lot of people are confused about SP 2016 features. Many are asking what are the new features in SP 2016. The truth is that SP 2016 is a re-gen of 2013 i.e. we took SharePoint 2013 and just improved the scaled performance and capabilities and rightfully so. SP 2013 needed a significant performance improvements. So here we are with the new 2016 version and in addition to major platform improvements there are some new improvements as well:

-Durable links
-SharePoint Search
-Encrypted Connections
-Hybrid in SharePoint 2016
-Information Rights Management
-SharePoint business intelligence
New and improved features in SharePoint Server 2016 Release Candidate

https://technet.microsoft.com/en-us/library/mt346121(v=office.16).aspx

Feature Description More information
Access Services New Access features are available when you deploy Access Services in SharePoint Server 2016 Release Candidate . For more information, see Access Services.
Compliance features New compliance features for SharePoint Server 2016 Release Candidate include the document deletion and in-place hold policies. For more information, see Compliance features.
Customized web parts The compile time for customized XSLT files used for Content Query, Summary Links, and Table of Contents Web Parts is improved. NA
Document Library accessibility SharePoint Server 2016 Release Candidate includes new document library accessibility features. For more information, see Document Library accessibility.
Durable links Resource-based URLs now retain links when documents are renamed or moved in SharePoint. NA
Encrypted Connections SharePoint Server 2016 Release Candidate supports TLS 1.2 connection encryption by default. For more information, see Encrypted Connections.
Fast Site Collection Creation The Fast Site Collection Creation feature is a rapid method to create site collections and sites in SharePoint. For more information, see Fast Site Collection Creation.
Filenames – expanded support for special characters SharePoint Server 2016 Release Candidate now supports using some special characters in file names that were previously blocked. For more information, see Filenames.
Hybrid in SharePoint 2016 Hybrid in SharePoint Server 2016 Release Candidate enables you to integrate your on-premises farm with Office 365 productivity experiences, allowing you to adopt the cloud at your own pace. For more information, see Hybrid in SharePoint 2016.
Identify and Search for sensitive content SharePoint Server 2016 Release Candidate now provides the same data loss prevention capabilities as Office 365. For more information, see Identify and search for sensitive content in both SharePoint 2016 and OneDrive documents.
Image and Video previews You can now preview images and videos in SharePoint Server 2016 Release Candidate document libraries. For more information, see Image and Video previews.
Information Rights Management SharePoint Server 2016 Release Candidate provides Information Rights Management (IRM) capabilities to secure information by encrypting and securing information on SharePoint libraries with OneDrive for Business. For more information, see Information Rights Management.
Large file support SharePoint Server 2016 Release Candidate now supports uploading and downloading files larger than 2,047 MB. For more information, see Large file support.
MinRole MinRole is a new feature in SharePoint Server 2016 Release Candidate that allows a SharePoint farm administrator to define each server’s role in a farm topology. For more information, see MinRole farm topology.
Mobile experience SharePoint Server 2016 Release Candidate offers an improved mobile navigation experience. For more information, see Mobile experience.
New controls for working with OneDrive for Business SharePoint Server 2016 Release Candidate provides controls at the top of your personal document folders that make common tasks in OneDrive for Business more accessible. For more information, see New controls for working with OneDrive for Business.
New Recycle Bin in OneDrive and Team sites SharePoint Server 2016 Release Candidate adds a link for the Recycle Bin in the left navigation area of the OneDrive and Team sites. NA
Open Document Format (ODF) SharePoint Server 2016 Release Candidate adds support for Open Document Format (ODF) files to use in document library templates. For more information, see Open Document Format (ODF) available for document libraries.
Project Server New Project Server features are available in SharePoint Server 2016 Release Candidate. For more information, see Project Server.
ReFS file system support SharePoint Server 2016 Release Candidate now supports drives that are formatted with the ReFS file system. For more information about the ReFS file system, see Resilient File System Overview andResilient file system.
SharePoint business intelligence SharePoint Server 2016 Release Candidate now supports SQL Server 2016 CTP 3.1 and the Power Pivot add-in and Power View. For more information about SharePoint business intelligence, see Power Pivot add-in and Power View are now available to use with SharePoint Server 2016 Beta 2.
SharePoint Search SharePoint Search Server Application has significant changes to its deployment. For more information, see SharePoint Search Server Application.
Sharing improvements SharePoint Server 2016 Release Candidate has many new sharing improvements available. For more information, see Sharing improvements.
Site Folders view SharePoint Server 2016 Release Candidate provides a new Site Folders view that lets you access the document libraries in sites that you’re following. For more information, see Site Folders view.
Sites page pinning This new feature helps you see and follow sites. For more information, see Sites page pinning.
SMTP Connection Encryption SharePoint Server 2016 Release Candidate supports sending email to SMTP servers that use STARTTLS connection encryption. For more information, see SMTP Connection Encryption.
SMTP ports (non-default) SharePoint Server 2016 Release Candidate adds support for SMTP servers that use TCP ports other than the default port (25). For more information, see Use SMTP ports other than the default (25).
Web Application Open Platform Interface Protocol (WOPI) You can now rename files, create new files, and share files from within the WOPI iframe on the browser page. NA