How to set default column values on a document in SharePoint

How to set default column values on a document in SharePointIf you haven’t heard about ‘Location-based metadata defaults’ or ‘Column default value settings’ then I hope to explain it simply. Try to think of it as a rather cool way to apply default values for your documents metadata (columns) based on which document library folder […]

How to Create a SharePoint User Group

How to Create a SharePoint User GroupDocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some of the […]

How to use the SharePoint Collect Signatures Workflow

How to use the SharePoint Collect Signatures Workflow The SharePoint Collect signatures Workflow allows you to insert signatures into Office documents, specifically Word, Excel and InfoPath and pass the document to a series of individuals so that more signatures can be collected and tasks completed. Depending on the nature of your organisation, approximately half of your […]

How to Add Users to a SharePoint Group

How to Add Users to a SharePoint GroupDocRead for SharePoint is the only policy management software that integrates straight into SharePoint and allows compliance professionals to distribute and track their policies and procedures. When speaking with customers, I often need to supply them with quick “how to” guides that help remind them how to do some of […]

How to send an email when a SharePoint site or web is deleted

How to send an email when a SharePoint site or web is deletedFor various governance reasons you may want to email the site owner when a SharePoint site is deleted. A list of the possible reasons could be : The site was deleted in error and the earlier you notify the owners – the better. […]

Upgrading a custom application to SharePoint 2013

Upgrading a custom application to SharePoint 2013Just before Christmas I was tasked with the wonderful job of getting DocRead (our Policy Management Software for SharePoint) working on SharePoint 2013. I had actually tackled this a couple of weeks before when I reported this here : ‘DocRead’s first day on 2013’. At this point, although things appeared […]

SharePoint Lessons Learned – Clearly Define a Deployment Baseline (Part 2)

SharePoint Lessons Learned – Clearly Define a Deployment Baseline (Part 2)In part 1 of this post I talked about the principles behind the creation of a Deployment Baseline during the development of SharePoint based applications. In this post I’m going to talk about how we, at Collaboris. normally group and categorise the different artefacts to […]

How to manage third-party risk with SharePoint

How to manage third-party risk with SharePointSharePoint has long been used as a tool to collaborate and communicate with external third-parties. It’s document management tools make it particularly well suited to co-working on many types of project. It’s flexible permissions, and self contained site structure model lends itself neatly to creating easy to use project […]

Building an MSI in Visual Studio 2005/2008/2010

Building an MSI in Visual Studio 2005/2008/2010Here’s my rig: I am running a Windows 2008 Enterprise Server with SharePoint 2007 64 bit and Visual Studio 2008. I have been trying to create an MSI (using VS), that installs Action Server on a SharePoint 64 bit platform. My main problem arrives when the installer attempts to […]

SharePoint Account Permissions and Security Settings

SharePoint Account Permissions and Security SettingsIf you ever need to understand what the WSS_WPG or WSS_ADMIN_WPG groups can and can’t do in SharePoint – look no further! The articles linked below outline their rights in great detail. It not only details what groups the various service accounts in SharePoint belong to, but also what permissions those […]