Category Archives for "SharePoint"

How to Add Documents to a SharePoint Document Library

How to Add Documents to a SharePoint Document LibraryDocRead 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 […]

When adding a group or audience to a document why is a new version of a document created?

When adding a group or audience to a document why is a new version of a document created?When you add (or update) the Readership Audience for a specific document with a SharePoint Group or Audience you will create a new version of the document when it is saved. We have designed DocRead this way because we found that […]

How to programmatically detect the version of SharePoint 2007 and 2010

How to programmatically detect the version of SharePoint 2007 and 2010Quite often when developing code for DocRead we need to be able to discover what versions of SharePoint are on installed in the target platform. So being the kind souls we are – we have decided to share this helper library. The class is a […]

Regulatory Compliance – Information Management Policies

Regulatory Compliance – Information Management Policies Information Management Policies in SharePoint in my experience, are not used that heavily, but are an extremely easy way to apply policies to your documents. They are accessible from ‘Library Settings’ and are configurable per content type. For example, this means that all ‘documents’ in the library will have the policy applied. […]

DocRead and the SharePoint User Profile Service explained

DocRead and the SharePoint User Profile Service explainedA question just came in from one of our customers and it’s not the first time, so thought I would share my edited response. The question went a bit like this : “Do I need to have the SharePoint User Profile Service running to use DocRead?” When DocRead […]

Debbie Irelands Top 10 tips for being more productive with SharePoint

Debbie Irelands Top 10 tips for being more productive with SharePointDebbie Ireland carried out an awesome session yesterday, her tips are as follows : Encourage Collaboration – Use SharePoint for wikis and discussions. Organise you data – External Lists, Metadata, Views. Display Key Information – Web Parts – use external web parts (for things like FB, […]

How to migrate DocRead from SharePoint 2010 to SharePoint 2013

How to migrate DocRead from SharePoint 2010 to SharePoint 2013If you are considering migrating your SharePoint Farm to SharePoint 2013 (from SharePoint 2010) 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 effects your licensing. Preparing your SharePoint 2013 […]

Security Management in SharePoint Groups, Permissions and Users

Security Management in SharePoint Groups, Permissions and UsersSharePoint GroupsSharePoint Groups are used to group SharePoint users together to make the administration and maintenance of security in SharePoint easier. By security we are specifically referring to the types of things a user needs can do on ‘things’ in SharePoint, such as :Document / List ItemLibrarySiteSite CollectionPermissionsTo […]

Code Sample : How to associate a SharePoint Workflow to a list programmatically

Code Sample : How to associate a SharePoint Workflow to a list programmaticallyThe following code sample illustrates how to associate a workflow to a list based on the workflow name.

SharePoint Lessons Learned – Clearly Define a Deployment Baseline (Part 1)

SharePoint Lessons Learned – Clearly Define a Deployment Baseline (Part 1)One of the major lessons that I’ve learned so far with SharePoint development is how important it is to clearly define your Deployment Baseline from very early stages in the development lifecycle. In part 1 of this blog post I will describe the concepts behind […]