SharePoint Groups vs AD Groups vs Global AudiencesIf you’d like to know whether to use SharePoint Groups or SharePoint Audiences to manage users, then look no further! This post will help you decipher what to use and when. I also want to include a little discussion on SharePoint Audiences as I believe they are a […]
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Automated content targeting in SharePoint with DocRead Reading TasksWhat is a Reading Task ? A DocRead ‘Reading Task’ is something an end-user must complete when they are required (or recommended) to read a document by a specified deadline. If a publisher assigns a document to a group of users with 150 users, then this will […]
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Downloadable background templates for your Power BI reportsPower BI allows you to create amazing visualizations from your data. Once you have worked out the best way to summarize and display your data, adding a background can make your dashboard really stand out. The examples below show the same information, with and without background images. Hopefully you […]
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How to migrate DocRead from SharePoint 2013 to 2016At Collaboris, we strive to follow Microsoft’s lead when it comes to upgrading between product versions. We feel this allows us to provide the level of support that is of consistently high quality. This post explains how to migrate DocRead from SharePoint 2013 to 2019.The steps you need […]
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Create a Reporting Hierarchy in Power BI Creating hierarchies in your Power BI data provides opportunities to further enhance reporting capabilities. For instance, Power BI will automatically calculate a date hierarchy. This will allow you to drill down from annual data, to quarters, months and days. You can also create bespoke hierarchies within your data to […]
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New User Management features released in DocRead version 3Note: The information in this post relates to DocRead for on-premises SharePoint only. DocRead version 3.0 introduces a new User Management section that makes keeping on top of your DocRead licence restrictions so much easier. Licences are assigned to a user when the first DocRead task is assigned to them, […]
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Who has read your key documents?Ensuring the right people have read and understood key documents is key to any compliance process. After spending precious time creating your policies, procedures and other important documents, you need to make sure they have the desired effect. The relevant employees need to thoroughly understand your expectations and standards. Today’s […]
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Troubleshooting Reading Tasks in DocReadNote: The information in this post relates to DocRead for on-premises SharePoint only. If you are wondering why you have no ‘Reading Tasks’ when you have assigned a ‘Required’ or ‘Recommended’ document to a group or audience of users this post will help you resolve and troubleshoot the most common reasons.Reading Tasks […]
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How to free up DocRead user licenses in DocRead version 3Note: The information in this post relates to DocRead for on-premises SharePoint only. If you need to free up some DocRead licences, because you have users that no longer work in your organization, then follow the steps outlined here. Before we explain how to free up licenses, it’s […]
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Note: The information in this post relates to DocRead for on-premises SharePoint only. If you are considering migrating your SharePoint 2016 Farm to SharePoint 2019 then please read through this article for steps on how to achieve this. Before proceeding, it’s important that you read ‘migrating between editions‘ to understand how this affects your DocRead and DocSurvey […]
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