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Denis Stadler – SharePoint & Dynamics CRM Consultant

Step by Step: How to Synchronize Office OneNote 2010 with Microsoft OneNote for iPhone / iPad

Written by Denis Stadler on . Posted in Office 2010

All the new Microsoft DMOCs contain a trainer package file formatted as an Office OneNote file. Unfortunately, as far as I’m aware, this format is available (according to the MCT Program’s EULA)  only for the trainer.

Anyway, what I wanted to do was to be able to transfer and synchronize the OneNote content of a MOC course to my iPad, in order to be able to study while travelling. This can be done quite easily and the usage can be extended for any other information stored as OneNote file(s).

The software and other prerequisites needed to fulfill this are:

  • Office OneNote 2010 (at least Office 2010 Standard Edition) installed on the computer.
  • OneNote installed on the iPad / iPhone
  • a .NET Passport account (I used the same attached to my MCP/MCT account)

First of all install the Microsoft OneNote app on your iDevice. You should be able to find it in iTunes Store, available as a different application both for iPhone and iPad.

Then, in Office OneNote 2010, click on the Share this Notebook button and then add your .NET passport account details and choose to share it on Web (technically, this will be done via Sky-Drive), but trim the security permissions of the Sky-Drive item carefully.

Tweak Group Policy in a Windows Server 2008 Laboratory Environment

Written by Denis Stadler on . Posted in Windows Server 2008

In a previous post I have described how I have built an IT Laboratory. The challenge was to automate some settings on each server in order to be able to deploy faster the entire laboratory. So after I installed the Domain Controller I decided to modify some of the Default Domain Policy settings in order to make my life easier :). I am going to describe below what I changed and how I did it, in a walk-through style.

To get started with, just open the Group Policy Management Tool, expand your Forest, then Group Policy Objects and then right click on Default Domain Policy and click on Edit.

I will group the changes into the Default Group Policy as follows:

Password Policy

Please navigate to Windows Settings under Computer Configuration, and then to Policies. Here expand Security Settings and then Account Policies and just click on Password Policy.

Using Office 365 and SharePoint 2010 with Microsoft Office 2010 64-bit

Written by Denis Stadler on . Posted in IT Pro & PowerShell, Office 365

It all started with my wish to use SharePoint Online included in my Office 365 Subscription to manage and organize my self-employed activity. So having in mind the “Eating your own dog food” principle I designed a simple SharePoint Intranet Solution which included:

SharePoint Site Site Template Description
Home Site Team Site Contains some personal resources, useful links and the official calendar.
Finance Blank Site Contains a customer list, invoices and contracts which are related to the coresponding customer.
Templates Blank Site Contains document and presentation templates.
Documents Document Center Contains all my project archive documentation and a drop-off library for content routing.
Wiki Enterprise Wiki Contains my personal KB with articles and links which I consider to be very useful.
Search Enterprise Search Center A search center to help me find information.

When I wanted to implement a custom excel template for my Invoice content type in SharePoint online, I found out the hard way that challenges might appear if I used Microsoft Office 2010 64-bit. Rephrased: it did’t work at all. Then I discovered another interesting thing: it was not possible to switch to Datasheet View in my document library.

Basically the error message was:
– A datasheet component compatibile with Microsoft SharePoint Foundation is not installed.
– You Web browser does not support ActiveX controls.
– A component is not properly configured for 32-bit or 64-bit support.

A Simple LOB Application in SharePoint: Should I use InfoPath List Forms or the default SharePoint Forms ?

Written by Denis Stadler on . Posted in Custom Development, SharePoint 2010

Everything starts with a simple business requirement: the customer wants a simple ticketing solution. This ticketing solution ought to have the following features:

  • The information kept should be: Title, Description, Comments, Status of the Issue, Due Date, possibility to attach files.
  • The Due Date has to be at least one week from the creation date of the ticket unless the user is not member in a special team which is allowed to brake this rule.
  • The information displayed into the New, Display, Edit has to be different based on the user role. For example when adding a new ticket the Status field should always be New.
  • The is an attached approval workflow mainly based on the status of the ticket: New – Assigned – Working – Waiting for Approval – Approved – Closed.

The first step was to create a new site content type which inherits the built-in Issue content type. I created it at the Site Collection level and this way I got the possibility to use it in every sub-site of the site collection.

The second step was to create the Ticketing list based on the Issue list template and enable content types on it (from Advanced settings). Then I removed the default content type and added my content type as the default content type for this list.

The question was how to implement further. If for the process it was clear that I was going to use a SharePoint Designer Workflow, for the data views (New, Display, Edit) there was a big question: which of the two available options to choose: InfoPath List Forms or SharePoint Default List Forms.

Step-by-Step: A Simple SharePoint WCM (Web Content Management) How To Guide (from Authoring to Approval and Publishing)

Written by Denis Stadler on . Posted in Publishing Feature

The purpose of this article is to show how you can design and implement a web content management (WCM) solution based on SharePoint 2010 Publishing Feature, which should handle the entire content publishing process: authoring – review and approval on the staging environment – Publication on the live environment using a content deployment job.

About Publishing and Content Deployment

First of all I would like to point some interesting articles on  Microsoft TechNet web site:

SharePoint Topology Design

In this case I have implemented a very simple infrastructure (all the machines are connected in the same LAN):

  • Domain Controller – This server has the Active Directory, DNS and Certificate Services.
  • Exchange Server – Here I have implemented Exchange 2010, only for internal use. It is very useful to have it in order to be able to test the approval workflow within SharePoint.
  • SQL 2008 R2 Server – A standard implementation of SQL Server 2008 R2. I use this server for both SharePoint1 and SharePoint2 farms.
  • SharePoint1 – This server will be the Staging / Authoring SharePoint farm.
  • SharePoint2 – This server will be the Live SharePoint farm.

The two farms – SharePoint1 and SharePoint2 are separate farms with different service accounts event though they are sharing the same SQL Server. In a real environment if we want to use SharePoint as WCM for a web site, the SharePoint2 farm will be located in DMZ, but this is another story.

Basically we are going to use http://staging for authoring and reviewing and then deploy the content to http://live.

How To Do It

1. Implement Approval using the SharePoint Publishing Feature

In order to use the default approval we need to:

  • Create a publishing portal.
  • Use Publishing Site with Workflow site template to create new sites. By default this will be the only option available when creating a new site.

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