Tuesday, May 28, 2013

Every SharePoint Team Site should have a OneNote notebook

Update:  Office 365 and SharePoint now include a OneNote notebook in every Team Site.  Thank you Microsoft for listening!

In my experience, any "Team Site" should have a document library containing a OneNote team notebook.  My premise is that since a team site is typically created for collaboration, a team notebook is likely the best tool for those needs.  Team sites gutted and used as the base for a custom solution would no longer count towards this premise.  I would also consider Evernote or similar notebook tools as decent alternatives, albeit not as fully featured or integrated.

Windows 8/10 Tip 
Make the desktop version of OneNote the default (Not the Metro version) to get the most features

OneNote 2016 and Office 365 new features

OneNote Notebook features
  • Continuous Save. No Save Button
  • Automatic track changes / version history
  • Automatic synchronization and offline editing
    • Sync Now (Shift+F9) is an option to refresh quicker when collaborating
  • Simultaneous editing (changes highlighted)
  • Windows-Shift-N desktop shortcut or right click via the control panel
    • Also the Windows-N new side note and Windows-S screen clipping shortcuts
    • Other than Copy/Paste, these should be your most commonly used keyboard shortcuts
  • 1-4 click left/top/right navigation (can go deeper at the section level)
  • Recent notebooks are easily accessible via the Notebook Pane
    • Notebooks are available on the Notebooks Pane on the left nav every time you open OneNote until you remove (Close) the notebook
    • Notebooks can be renamed uniquely to that machine and user
      • Notebook contents however are synchronized across machines and users
    • OneDrive/OneNote.Com/SharePoint/O365 will also maintain a separate list of your recently used notebooks across machines
  • Audio (and video) recording with note taking time stamps
    • Notes taken at any time during the recording can replay the recording at the appropriate time
  • Mobile device support
  • Embedded documents
  • Screen clip tool (Windows-S or Insert screen clip from note page)
  • Embedded links (Linked Web Notes)
    • If researching using a browser, notes taken in OneNote will automatically embed the related URL
    • Copying, pasting, and screenshots will also include the current address from the browser
    • Also works when viewing other OneNote notebooks, PowerPoint, or Word documents
  • Drawing/tablet support (Ink to Text, Ink to Math)
  • Math (Trig/Calculus support )
  • Linked meeting notes from Outlook invitation for quickly accessing meeting notes for scheduled meetings
  • Free form layouts, markups, and drawings
    • Text, drawings, images, etc. can be inserted anywhere on the note page
    • Use to markup a screenshot or document print
  • Dock to desktop and full screen features
    • Docks to side of screen displacing the desktop so that you can take notes while demoing or working
    • Full screen mode removes the notebook navigation and menu items
  • Save to SharePoint or OneNote Online (OneDrive)
    • Notebook sections and pages are saved as folders and files within the document library, so don't be surprised if you see this in explorer view
  • Print to OneNote
    • Quickly markup or take notes on any document source
    • OneNote installs a virtual printer driver on your machine
  • Web based versions of OneNote
  • Share pages and notebooks via Email or Hyperlink (to facilitate notebook adoption)
  • MindMapping Source (Not really specific to OneNote but a nice use)
    • MindMaps are just graphical bulleted lists.  Make the bulleted list in OneNote and then copy the list to your favorite MindMapping tool.  This way you can collaborate with others who don't know or own the MM tool and you can look cool demoing the info.  Note that my whole blog could be converted into a giant mind map. :)
Additional Features with OneTastic
  • Macros
    • Macroland: prebuilt macros
  • OneCalendar
    • See your notes by date in a calendar
  • Image utilities
    • Crop/rotate images and select OCR'd text
  • Custom styles
    • Like MS Word styles
  • Favorites and pin desktop shortcuts
When not to use OneNote
  • Final published or printable document
  • Blogging
    • Use Windows Live Writer instead (send to blog is supported but not as good)
    • Drafts in OneNote are ok
  • Heavily formatted content or page oriented layout
    • This is better done in Publisher or Word
    • When copy/pasting or sending to MS Word, bullets may need to be reset and other formatting corrected
      • Highlight the bulleted list and then double click the bullet icon to fix the lists in MS Word
  • Diagramming or presentations
    • Use Visio or PowerPoint
    • Quick hand drawings or draft object drawings are ok
  • Spreadsheets
    • Use SharePoint lists or Excel and embed a link in OneNote
  • Dynamic/sortable/filterable lists, data, or documents
    • Use SharePoint

Monday, May 13, 2013

Projected Field in View Item Form

  • You are using Projected Fields (a.k.a. additional columns) from a lookup column in a list or library. 
    • This may be a standard lookup column or a BCS External Data column.
  • You would like these fields to show up on the list/library display (View Item) form.
  • Normally you will only see projected fields in list views configured to display these columns.  For some reason, MS did not include them by default on the display form.
  • Add these fields below the standard item form.
    • The form will continue to be dynamic since the standard Data Form Web Part is still used for all other fields
      • Example: A new column added to the list will automatically show up on this customized display form.
  • Create a New Form in SharePoint Designer on the appropriate list/library.
  • Set the File Name to "DispFormWithAdditionalFields", Type to Display item form, and set as default
  • Temporarily Insert a Display Item Form in the div Below the existing content
  • This will populate the Data Source Details window. Open this window if not already visible. Data view Tools (ribbon) / Options / Data Source Details (Data section)
  • Right click on the Projected Field you wish to display, right click it, then select Copy Item XPath
  • Now delete the temporary Display Item Form. This was just used to populate the Data Source Details window.
  • Insert a SharePoint ListItemProperty control (Insert / Controls / SharePoint) at the same location
  • Right click the control and edit properties.
  • In the Tag Properties window Set the Property property. :)
    • Paste the XPATH copied earlier and delete everything up to the @ sign
      • /dsQueryResponse/Rows/Row/@Exam_x0020_Number_x003a__x0020_Company_Name
      • Change to: Exam_x0020_Number_x003a__x0020_Company_Name
  • Add a column header above or to the left of the new field.
  • Save and Preview in Browser
    (names removed in image)
  • Enjoy!

Wednesday, May 8, 2013

SharePoint Migration Tools (Incomplete Article)

Feature List
  1. Term Stores / Enterprise Keywords
  2. Site Content Types and Site Columns (Taxonomy)
  3. Site Comparison (Differences)
  4. Version History
  5. Maintain modified/created metadata
  6. Metadata bulk editor
  7. Utilize Web Services (No server installs)
  8. Lists and Libraries
  9. Permissions
  10. Users and Groups
  11. SharePoint Designer List and Library workflows
  12. SharePoint Designer Reusable and Site workflows
  13. Flatten folder hierarchy
  14. Office properties to SharePoint properties

Data and file transfer to SharePoint from the following systems:

SharePoint: Prior Version, Online (Office 365), or Farm to Farm
  • Idera: SharePoint Migration Suite
    • 2003 - present, SharePoint Online
    • Features: 1, 2, 3, 4, 5?, 6, 7, 8, 9?, 10?, 11?, 12?, 13?, 14?
  • Metalogix
  • AvePoint
  • ShareGate: Migration & Classification
    • Features:  1, 5, 6, 7, 13, 14
      • *1 Features: 2, 8, 9, 10, 11, 12
    • Pricing (11/2012) - Unlimited data - Migration user license
      • $695 for 1 user, $1,295 for *1 Features
      • $4k for 25 users, $4,995 for *1 Features
OpenText Hummingbird DM or EDOCs DM (part of Enterprise)
EMC Documentum
File System