Collaboration, Technology, and New York

The blog for SharePoint, InfoPath, and Designer, along with business and technology insight….. plus a little NYC

You are currently browsing the Tips category.

Often forgotten SharePoint functionality


You don’t read about this functionally much, but the sitemanager in SharePoint is a little germ if you want to do the following:

-Copy files to a different site, by view or library, something that the explorer view can’t do.

-Move files, by view or library, something that the explorer view can’t do.

-Mark favorites

-Quickly navigate around not just a site but an entire site collection



1.    Go to http://your site path/_layouts/sitemanager.aspx

2. Click on the library from which you would like to move the documents and this should provide you the list of the all documents

3. Select all/documents you would like to move

4. From the menu, under “Actions” there is option to Move/Copy.

5. Select the destination document Lib

This feature has been in SP since 2003, is never discussed.  The really cool part is the Content and Structure reports.  They’re a little contrived but you can do a fair amount of datamining.






Add a comment

Microsoft SharePoint 2013 Disaster Recovery Guide

The name of the game in of this SharePoint book is SharePoint Disaster Recovery (DR), which also falls into the category of business continuity or high availability. The depth and breadth of the SharePoint DR can be quite daunting because often the reader is new to SharePoint and does not quite know how the pieces of the puzzle all fit together and is facing the challenge of determining how to implement a DR within their organization.

This book is structured to fill in the SharePoint knowledge gaps of how to apply a SharePoint DR approach that is documented, easy to understand and is executable.

By applying knowledge from each chapter, this book will demystify the DR process and you will learn how to identify risk and appropriate DR approaches, and out of the box SharePoint tools for your DR plans.

Add a comment

Windows 8 VPN issues

Often with SharePoint environment’s you have to VPN client’s boxes.

There seem to be quite a few people having issues with VPN and Windows 8.

Click here

It’s not Kaspersky   but Service pack update


I did a Restore System State

And everything works.

Add a comment

Changing the URL in a Links list: How To


You’ve just copied a link list template to another site collection, or performed a 2007 to 2010 migration and have realized that the all the urls in the list point to an old site and a mega cut and paste is required

So you think the data sheet can do the trick…. No

And MS Access can help….. Well no

I was surprised at this as well.

This post explains how to dump the list into Excel and run a macro to change the URL and then paste the new links into the list. This is easier than you think by using Excel a tool that you already have.

I’m not an Excel expert and there could be more elegant ways of doing this in Excel

Much of what is explained is in this Excel file: Example file


Dump the list into Excel.

  1. Click on the Export to Excel from the Ribbon in Excel.


  1. Create a macro in Excel.

See short video. To see how to create a macro. This could be anything. What is key is to create a macro that you can edit. See figure below:




  1. Edit the macro. Click the edit button on the dialog.

And paste in the following, macro code.

Sub ReplaceText()

‘ ReplaceText Macro

‘ Keyboard Shortcut: Ctrl+r


Call ReplaceHyperlinkURL(“”, “com”)

End Sub

The code above when run will replace the “” part of a URL with “com”. This could be anything really.

  1. Run the macro from the dialog box


All the cells will be searched and if there’s a match, it will replace the text.

Now that the URL’s have been changed.


  1. Copy and paste the URL’s in Excel back into SharePoint, using the datasheet view.

You just need to paste the URL column.

Add a comment

JQuery dashboards to SharePoint: How To


This post outlines the steps to apply JQuery dashboards to a SharePoint 2010 page.

-No coding or administration is required.

– Further details see Alexander Bautz post.  he did the heavy lifting, this is a more step by step approach to his code.

Skillset: Power user, you should be familiar adding content to SharePoint pages. Eg: Content Editor web parts

-The data has to reside in lists



Add these components to your Site.

  1. Copy the contents of this JS file into the Site Assets library of the site: Click here

  1. Create a list in the site called GoogleVisualization_InteractiveChartsConfig (This name has to be exact) . This list should be based from a list template called. If this templatge doesn’t exist in the site collection, email SharePoint Support and they will add it.

    This is the template that needs to be added by the site collection administrator. Click here


  2. Goto the page were you want to display the charts
  3. Add 2 Content Editor web parts parts to the page where to want to display th charts

TIP: To understand how to add a content editor web part, click here.

  1. Add the following HTML code into the Chart 1 Content Editor web part

<div id=”MyChart1″>&#160;</div>


  1. Add the following HTML code to the HTML footer code Content Editor web part

<script type=”text/javascript”>


// All charts must be represented by a container with a unique id. This container must be present in the page

arrOfChartContainers = [“MyChart1”];</script><script src=”/sites/Sales_and_Trading/client_relationship_management/DashboardBoard/SiteAssets/js/jquery.min.js” type=”text/javascript”></script><script src=”” type=”text/javascript”></script><script src=”/sites/Sales_and_Trading/client_relationship_management/DashboardBoard/SiteAssets/js/ChartUsingGoogleVisualizationAPI_v2.9.3.5.js” type=”text/javascript”></script>

NOTE: The path in the HTML above must correspond to the path of your site.

  1. Save content editor web part and the page.


The HTML is now saved on the page. The chart must now be configured.



  1. Click on the download arrow of the web part.


  1. Complete the Chart configuration menu:

From this:




  1. Click Save

    The chart should display:


    To add additions charts to the page. Add additional content editors:

    With the HTML : <div id=”MyChart2″>&#160;</div>


    And make the addition to the HTML footer:

    = [“MyChart1”, “MyChart2”];</script><script src=”/sites


Further Reading:




Graph options:







Add a comment

Getting Excel data into SharePoint.. The simple way


You are working on a project that requires that migration of Excel data to be pushed into a SharePoint list, where the business process can leverage off all the benefits of SharePoint, such as workflows, views, alerts, etc.

Now the natural way to do this migration is to create a new list with the Import Spreadsheet option.  This approach is problematic for a number of reasons.

–          If there’s a lot of data with complex data types, not all the data maybe exported out of Excel

–          There is no error checking in the import process.

–          You can’t do any data manipulation in the process, ie.  Merging fields, or perhaps items from other lists

–          And the biggest drawback is that just when you’ve got the data perfect in the SharePoint list, the person who gave you the data in Excel, then emails you an updated data file.. Typical.

I recommend using MS Access for the following reasons:

-There is error handling

-Data can be manipulated, yes even different lists

-With 2010, this can even be used with InfoPath forms in lists

-You probably have Access already installed on your PC

Folks are often put off with using the MS Access program and view it as an alien body software.  It’s not and it’s easy to use, yes even for non technical users.

If you are doing a fair bit of importing of data from Excel, this approach this will save you a boat load of time, trying to get data correctly imported into SharePoint.

This video shows you how to do it.

Add a comment

Displaying a calendar in another site collection or web app.

This problem stumped me for some time.

First I thought I’d create a page with the minimal master page and place the calendar on it in a web part.  This doesn’t work because there are controls missing on this master page and that the calendar needs.

Then I thought about creating a calendar DVWP, with a calendar on it.  This is not possible.

Then I looked at Jquery…

This post is good for 2007, but doesn’t cover 2010.

But this is how you do it:

If this is your URL:


Add ?isdlg=1 to it


and it works a treat.

So simple!!!!!!

Add a comment

Displaying a rich text field in a view

There’s a couple of 3rd party products out there..

But the simplest way to do this is to use a DVWP and convert the field to a label

Add a comment

Ever wanted only a print only screen in sharePoint?

Easy in SharePoint designer create a new masterpage.  So this masterpage is basically a blank page.

Attach the page that you want to display with no navigational elements to this new master page

Add a comment

Wild Card searches in 2007

Well it can’t be done.

Need to use a 3rd party product like:

Takes a bit of time to figure out, but works a treat..

Add a comment