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 […]
Read more
Automated content targeting in SharePoint with DocRead Reading TasksNote: This content applies to the on-premise version of DocRead only. For the Office 365 version have a look here. What 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. […]
Read more
How to free up DocRead user licenses in DocReadNote: 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 important to […]
Read more
How to target SharePoint content with DocReadHaving amazing content stored in SharePoint is great, but how do you ensure people know where to find it? Targeting SharePoint content to groups of users is easier than you may think!This post shows how easy it is to use DocRead to target documents, or any other content stored in SharePoint. […]
Read more
The Effect of Reset Task on ReceiptsReset task can be really useful if you already have a policy assigned by DocRead to the relevant audience and simply need to update / refresh the policy and get everyone to re-acknowledge the new policy. Before we look at what changes when you reset a task, let’s take a […]
Read more
How to Migrate DocRead from SharePoint 2016 to SharePoint 2019Note: 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‘ […]
Read more
How to update multiple documents in a SharePoint document library with PowerShellWe recently received a query for DocRead to see if it was possible to set the ‘Required Audience’ and ‘Acknowledgement Days’ to about 100 policies on mass (via a script). Hence, being one who is always up for a challenge, I loaded up PowerGUI and […]
Read more
Configure SharePoint SP2019 to support SPFx applicationsThis post describes how to configure your on-premise SharePoint 2019 farm to allow you to deploy and run SPFx applications. The instructions below will take you through the steps required to install each pre-requisite. Depending on the status of your farm, you may already have some of the pre-requisites installed […]
Read more
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 […]
Read more
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 […]
Read more
