Author Archives: Downey Neale

SharePoint 2013 Hosting :: How to Hide Settings Under Site Settings Page in SharePoint 2013

In this article will learn how to hide settings under site settings page in SharePoint 2013.
Here we will take a example of hiding the “Change The Look”  setting under [Look and Feel].

ahp banner sharepoint-01Few cases where you do not want to change the theme of sites by site collection administrators because theme needs to same for all sites in entire organization.  But there is a chance that site collection admin can change the theme.

So you want to hide that option using CSS so that even the site collection will be not able to change theme by hiding the “Change The Look” feature.
Follow the below steps to hide the “Change The Look” feature.

  • Open Site settings of your site
  • Fire IE developer tools and find the ID of the “Change The Look” feature. Refer below figure.
  • Edit corev15.css file and add the below css and save the file. Its always advised to take the backup of the corev15.css file before making any changes.

hide_change_the_look

Code
#ctl00_PlaceHolderMain_Customization_RptControls_Theme
{
display:none;
}

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SharePoint 2013 Hosting :: How to Enable Folder Creation For the List in SharePoint 2013 Online Using REST API

This article will explains about How to Enable Folder Creation For the List in SharePoint 2013 Online Using REST API.

SharePoint 2013 introduces a Representational State Transfer (REST) service that is comparable to the existing SharePoint client object models. This allows the developers to interact remotely with SharePoint data by using any technology that supports REST web requests. This means that developers can perform Create, Read, Update and Delete (CRUD) operations from their apps for SharePoint, solutions and client applications, using REST web technologies and standard Open Data Protocol (OData) syntax.

I have a custom list named “Custom List”. You will see how to enable the folder creation in the custom list. (Navigate to the list. Click on the List tab in the ribbon interface. Click on List Settings. Click on Advanced Settings that is available under General Settings.)

In this article you will see the following:

  • Create an app using the NAPA Tool in SharePoint 2013 Online.
  • Cross-Domain Requests.
  • Enable Folder Creation for the list using the REST API.

Endpoint URI

https://c986.sharepoint.com/_api/web/lists/getbytitle(‘listName’)

Note: If you are making cross-domain requests, then you need to add SP.AppContextSite(@target) and ?@target=’<host web url>’ to the endpoint URI.

Properties

The following properties must be used in a REST request for enabling folder creation in the list:

  1. IF-MATCH header: It is required when POST requests for MERGE operation. Description: Provides a way to verify that the object being changed has not been changed since it was last retrieved. Or, lets you specify to overwrite any changes, as shown in the following example: “IF-MATCH”:”*”.
  2. X-HTTP-Method header : It is required for POST requests for MERGE operations. Description: Used to specify that the request performs a MERGE operation. Example: “X-HTTP-Method”:”MERGE”.

MERGE Operation

MERGE operations are used to update existing SharePoint objects.
Use the following procedure to create an app using the NAPA Tool:

  1. Navigate to the SharePoint 2013 Online site.
  2. Click on Site Contents in the quick launch bar.
  3. Click on “Napa” Office 365 Development Tools.
  4. Click on Add New Project.
  5. Select App for SharePoint, enter the Project name and then click on Create.

Permissions

Ensure appropriate permission is provided to access the content. Click on the Properties button, and then click on Permissions. Set the required permission to access the content.

Default.aspx

Replace the contents of Default.aspx with the following:

<%– The markup and script in the following Content element will be placed in the <head>of the page –%>

<asp:content contentplaceholderid=”PlaceHolderAdditionalPageHead” runat=”server”>

    <script type=”text/javascript” src=”https://ajax.aspnetcdn.com/ajax/jQuery/jquery-1.9.1.min.js”></script>

    <script type=”text/javascript” src=”/_layouts/15/sp.runtime.js”></script>

    <script type=”text/javascript” src=”/_layouts/15/sp.js”></script>

    <!– Add your CSS styles to the following file –>

    <link rel=”Stylesheet” type=”text/css” href=”../Content/App.css” />

    <!– Add your JavaScript to the following file –>

    <script type=”text/javascript” src=”../Scripts/App.js”></script>

</asp:content>

<%– The markup in the following Content element will be placed in the TitleArea of the page –%>

<asp:content contentplaceholderid=”PlaceHolderPageTitleInTitleArea” runat=”server”>Page Title</asp:content>

<%– The markup and script in the following Content element will be placed in the <body>of the page –%>

<asp:content contentplaceholderid=”PlaceHolderPageTitleInTitleArea” runat=”server”>REST API Examples</asp:content>

<%– The markup and script in the following Content element will be placed in the <body>of the page –%>

<asp:content contentplaceholderid=”PlaceHolderMain” runat=”server”>

    <div>

        <p>

            <b>Enable Folder Creation</b>

            <br />

            <input type=”text” value=”List Name Here” id=”listnametext” />

            <button id=”enablefoldercreationbutton”>Enable Folder Creation</button>

        </p>

    </div>

</asp:content>

App.js

Replace the contents of App.js with the following:

‘use strict’;

var hostweburl;

var appweburl;

// Load the required SharePoint libraries.

$(document).ready(function () {

    //Get the URI decoded URLs.

    hostweburl = decodeURIComponent(

    getQueryStringParameter(“SPHostUrl”));

    appweburl = decodeURIComponent(

    getQueryStringParameter(“SPAppWebUrl”));

    //Assign events to buttons

    $(“#enablefoldercreationbutton”).click(function (event) {

        enableFolderCreation();

        event.preventDefault();

    });

    // Resources are in URLs in the form:

    // web_url/_layouts/15/resource

    var scriptbase = hostweburl + “/_layouts/15/”;

    // Load the js file and continue to load the page.

    // SP.RequestExecutor.js to make cross-domain requests

    $.getScript(scriptbase + “SP.RequestExecutor.js”);

});

// Utilities

// Retrieve a query string value.

// For production purposes you may want to use a library to handle the query string.

function getQueryStringParameter(paramToRetrieve) {

    var params = document.URL.split(“?”)[1].split(“&”);

    for (var i = 0; i < params.length; i = i + 1) {

        var singleParam = params[i].split(“=”);

        if (singleParam[0] == paramToRetrieve) return singleParam[1];

    }

}

// Enable folder creation for the list

function enableFolderCreation() {

    var listnametext = document.getElementById(“listnametext”).value;

    var executor;

    // Initialize the RequestExecutor with the app web URL.

    executor = new SP.RequestExecutor(appweburl);

    executor.executeAsync({

        url: appweburl + “/_api/SP.AppContextSite(@target)/web/lists/getbytitle(‘” + listnametext + “‘)?@target=’” + hostweburl + “‘”,

        method: “POST”,

        body: “{ ‘__metadata’: { ‘type’: ‘SP.List’ }, ‘EnableFolderCreation’: true}”,

        headers: {

            “IF-MATCH”“*”,

            “X-HTTP-Method”“MERGE”,

            “content-type”“application/json;odata=verbose”

        },

        success: enableFolderCreationSuccessHandler,

        error: enableFolderCreationErrorHandler

    });

}

// Success Handler

function enableFolderCreationSuccessHandler(data) {

    alert(“Folder creation enabled for the list successfully”)

}

// Error Handler

function enableFolderCreationErrorHandler(data, errorCode, errorMessage) {

    alert(“Could not enable folder creation: “ + errorMessage);

}

Deploy the App

  1. Click on Run Project.
  2. The app will be packaged, deployed and launched.
  3. Click on “Click here to launch your app in a new window”.
  4. Click on Trust it.
  5. Enter the list name and then click on the Enable Folder Creation button.
  6. Folder creation is enabled successfully for the list.

Summary

Thus in this article you saw how to enable folder creation for the list using the REST API in SharePoint 2013 Online.

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SharePoint 2013 Hosting :: How To Show Tree View Navigation SharePoint 2013

Today I will explains how to show tree view navigation in SharePoint 2013. Let me to show you..

Tree View

Sometimes the default SharePoint 2013 Quick Launch is not enough to assist users to navigate to a SharePoint site. The tree view is an extra navigation option that provides a hierarchical view of all sites, lists and libraries in the site, including any sites below the current site level, such as the Document Center site template, display tree view navigation by default.

Do one of the following:

1. On the SharePoint site, click Site Settings Settings

AppDemo

2. In the Look and Feel column, click Tree View.

Site Settings

3. Do one of the following:

  • To show the tree view, select the Enable Tree View check box and then click OK.
  • To hide the tree view, clear the Enable Tree View check box and then click OK.

Note:

If you want to display only tree view navigation, clear the Enable Quick Launch check box. If both the Quick Launch and tree view navigation are enabled, the tree view navigation will appear underneath the Quick Launch. Now you can see the Tree view instead of Quick launch.

4. Now you can see the Tree view instead of Quick launch.

QuickLaunch

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SharePoint 2013 Hosting :: How to integrate Microsoft Dynamics CRM 2015 as an External Content Type in SharePoint 2013

Open your SharePoint site in SharePoint Designer. Click on External Data Type. You will get the following message if the Business Data Connectivity (BDC) Service is not started on the SharePoint Farm.

SharePoint

Create a BDC Service, start it and again open the site in SharePoint designer.

BDC Service

Click on External Content Type (ECT) and choose to create a new ECT.

External Content Type

Provide a Name, Display Name, select the Item Type as Generic List and click on External System.

Item Type

You need to create a Data Connection. Click on Add Connection and choose SQL Server from the Data Source Type Selection drop down.

drop down

You will be asked the SQL Server name and authentication information.

connect with user

Specify these and click OK. I am choosing Connect with User’s identity, but an ideal way is to create a Secure Store Application ID in SharePoint and use it for this connection. If all goes well, you should be able to connect to CRM Tables, Views and Routines.
Views and Routines

The ideal way is to use Views for the read operation since we don’t want to directly use data from the tables. For this demo purpose I am choosing a view related to Contacts. Here is a reason why FilteredViews should be used.

FilteredViews

Follow the procedure to create this operation. First provide a name.

First give a name

Add Filter.

Add Filter

Choose the Columns.

Chose Columns

You can get an error as in the following if the threshold limit is exceeded.

exceeds

So select only columns that are really required.

really require

Click on Finish.

Similarly create a Read Item Operation.

Item Operation

Our ECT to CRM data is ready. Now we can test in designer if we can create a External List.
Click on “Create Lists and Forms” and enter the details.

Create Lists and Forms

Click OK. If all goes well, you will see the List created under Lists and Libraries.

Lists and Libraries

You will see the same in your SharePoint Site -> Site Contents.

Site Contents

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SharePoint 2013 Hosting :: How To Attach The Existing SharePoint Content Database To the Target Web Application in SharePoint 2013

In this blog you will see how to attach the existing SharePoint content database to the target web application in SharePoint 2013.

I was working on the migration from SharePoint 2010 to SharePoint 2013.

ahp banner sharepoint-01

I want to add the SharePoint 2010 content database to the target web application, when I tried to add the existing content database through Central Administration I was getting the following error.We can attach the existing SharePoint Content Database to the target web application using Mount-SPContentDatabase, this cmdlet upgrades automatically the content database if it detects that there is a mismatch with the version of the farm

Mount-SPContentDatabase “SharePointMigration_cf6b1e7d853843749114260cc64d4daa” -DatabaseServer “C4968397007″ -WebApplication http://C4968397007:20130

  •   SharePointMigration_cf6b1e7d853843749114260cc64d4daa” is the name of the database.
  •   C4968397007” is the name of the database server.
  •   http://c4968397007 is the public URL for the web application.

Note: Make sure you have required memberships to perform this activity.

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SharePoint 2013 Hosting :: How to Choose the Right Development Option in SharePoint 2013.

Development Option means the type of solution like Sandboxed Solution, Apps and so on. Depending upon the Quality Level of your organization, the selection of development option will be crucial.

ahp banner sharepoint-01

Development Options

The following are the development options we are using:

  1. OOTB Solution
  2. Third-party Solution
  3. Lite Customization
  4. Heavy Customization
  5. Sandboxed Solution
  6. SharePoint Hosted App
  7. Provider Hosted App
  8. Farm Solution

development option in sharepoint

Note
Auto Hosted Apps are not supported going forward, hence excluded it.

OOTB Solution

In this type of solution, we will be using out-of-the-box SharePoint features. For example, a department can raise a request for document management site. We can resolve it using a creation of the new site instance and configuration of a library.
Here, there are no deployment items involved.

Third-Party Solution

In this type of solution, we are purchasing ready-made software from outside. For example, a project management site template from XYZ Software. A Print Management App can be another example.
Here, a purchase cost is involved but faster requirement accomplishment is realized than other options. The deployment will be done by an Administrator or User.

Customizations

Customization involves lite or heavy customizations like:

  1. Site Collection / Site creation
  2. List / Library creation
  3. Content Type creation
  4. Metadata usage
  5. Page editing
  6. Script inclusion
  7. Quick Launch hiding
  8. Master Page change

Sandboxed Solution

A Sandboxed Solution is a deployable, reusable package containing features, site definitions and so on. It is useful if application level items need to be combined and packaged as a single WSP. Sandboxed Solutions can be restricted on resource usage using Quotas.

Deployment of a Sandboxed Solution can be user managed.

Note
Sandboxed Solutions are deprecated in SharePoint 2013 but Declarative Sandboxed Solutions are not. Declarative Sandboxed Solutions are those with declarative markups and JavaScripts.

SharePoint Hosted App

Apps provide Discoverability from the Corporate Catalog. In a SharePoint Hosted App the App is hosted within the SharePoint Farm.
The JavaScript Object Model will be used to render the App. Hence, the app is executed from the client side.

Provider Hosted App

In a Provider Hosted App the App is hosted in an external server. This enables protection of business logic without exposing to the client side and remote event receivers.
Since there are 2 web servers involved, we need to configure Trust Certificates among these servers.
C# will be used to render the App using the Client-Side Object Model (CSOM).

Farm Solution

Farm Solution provides Full Trust code and resides in the SharePoint Server. Custom solutions that require advanced object management, central administration component creation, custom site templates, coded workflows and so on can be deployed using a Farm Solution.

Server Object Model is used for development and hence the code is executed in the server. Security challenges and Server Risks arise.

Comparison Table

Let us summarize the comparison table here.

comparison table

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SharePoint 2013 Hosting :: How To Versioning Settings in SharePoint Office 365 and SharePoint 2013

ahp banner sharepoint-01This article will explains how to describes the Versioning Settings in SharePoint Office 365 and SharePoint 2013. Let’s see in this article what versioning offers to us as a user or developer. Versioning is very important for our document libraries. It not only helps in knowing the number of times an item has been modified but also helps when we actually loose data in our files.

Versioning Settings

draft item security

Content Approval

Here we have an option for specifying whether you want to require a content approval for a submitted item. Some libraries contain sensitive information that needs to be protected. We will not always want all the documents uploaded to the library to be visible to all users. For that we have an option where, when you select this option for the library, when a user uploads a document it goes to the moderator that can review and approve the items or files before the content becomes visible to most site users. The moderators can apply a significant level of quality and security to the content in the lists and libraries.

content approve

  • Document Version History
    Here we have an option for assigning versions to whenever our documents are uploaded and modified thereafter.
    We have:

    1. No Versioning: Option if you don’t want versioning.
    2. Create Major Versions: If you select this option, the versions will be created on whole numbers, for example version 1.0, 2.0, 3.0 and so on.
    3. Create Major and minor(draft) versions: If you select this option, the versions will be created as major versions for published documents and minor versions for draft versions as 1.1 and 1.2 and so on.

    Next we have an option to control the number of versions as in the following:

    1. Keep the following number of versions: Here you can assign a number as to until what number of versions the documents should be stored for that specific item.
    2. Keep drafts for the following number of major versions: Here you can assign a number to limit the number of versions of draft items in the library.document version history
  • Draft Item Security
    Drafts versions are items that have not been approved so here you can control the view of those items in your library, in other words who should see them. So, we have options like:

    1. Any user who can read items: users who will have read access also.
    2. Only users who can edit items: users who will have contribute access.
    3. Only users who can approve items (and the author of the item).draft item security in sharepoint
  • Require Check Out
    This option, when selected, will make it mandatory for the users to check out the item before they edit the item.require check out
    I hope this article helpful.

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SharePoint Hosting :: How to Configure Page Output Caching in SharePoint 2013

This article will explains you how to configure page output caching in SharePoint 2013. In a normal operation, SharePoint generates ASP.NET pages dynamically from page templates and database content. These ASP.NET pages are then converted into HTML and sent to the client browser. This is a resource-intensive process. Page output caching stores the HTML output for specific SharePoint pages in memory, so that SharePoint does not need to regenerate a commonly-requested page every time.

ahp banner sharepoint-01
In addition, the page output cache can also store various versions of the same page. For example, anonymous users and authenticated users may see various versions of a specific page. SharePoint is able to cache both versions so requests from either type of user can be served without regenerating the page. Page output caching in SharePoint applies only to publishing pages. You configure page output caching at the site collection level through the Site Settings menu. The page output caching settings are only available if:

  • The SharePoint Server Publishing Infrastructure site collection-level feature is enabled.
  • The SharePoint Server Publishing site-level feature is enabled.

When it ideal to use page output cache

Page output caching can improve the speed at which commonly-requested pages are served and it can reduce the resource overhead associated with generating a page from database content. However, it does create a memory overhead on WFE servers, because cached pages are stored in memory. Generally speaking, page output caching is more suitable for publishing sites in which many users are likely to see the same content. There is little benefit to enabling page output caching on sites where the user experience is heavily individualized.

Page output cache profiles

You configure page output caching through cache profiles. Cache profiles specify the criteria used to perform caching, such as the retention period, whether items in the cache should be security trimmed and whether various page versions should be cached for specific parameters, HTTP headers, or query strings. When you enable page output caching, you select the cache profile you want to use for that site collection, site, or page layout. You can specify different cache profiles for anonymous and authenticated users.
Use the following procedure to create a new cache profile:

  1. On the root site for your SharePoint site collection, on the Settings menu, click Site settings.
  2. On the Site Settings page, under Site Collection Administration, click Site collection cache profiles.
  3. On the Cache Profiles page, click new item.
  4. Specify the criteria for you cache profile and then click Save.

Enabling page output caching

You can configure page output caching at the site collection level, the site level, or the page layout level.
The site collection-level settings specify default caching settings for the entire site collection. You can then override these settings where required at the site level or the page layout level.

Use the following procedure to configure page output caching at the site collection level:

  1. On the Settings menu, click Site settings.
  2. On the Site Settings page, under Site Collection Administration, click Site collection output cache.
  3. On the Output Cache Settings page, select Enable output cache.
  4. Under Default Page Output Cache Profile, on the Anonymous Cache Profile and Authenticated Cache Profile drop-down lists, click the required cache profile (or click Disabled).
  5. If you want individual sites to be able to override the default cache profile, under Page Output Cache Policy, click Publishing sites can use a different page output cache profile.
  6. If you want individual page layouts to be able to override the default cache profile, under Page Output Cache Policy, click Page layouts can use a different page output cache profile.
  7. If you want to include caching details on the SharePoint Developer Dashboard, under Debug Cache Information, click Enable debug cache information on pages.
  8. Click OK.

Configuring page output caching at the site level

Use the following procedure to configure page output caching at the site level:

  1.  On the Site Settings page, under Site Administration, click Site output cache.
  2.  On the Published Site Output Cache Settings page, under Anonymous Cache Profile, choose whether to inherit the default site collection cache profile or select a different cache profile.
  3.  On the Published Site Output Cache Settings page, under Authenticated Cache Profile, choose whether to inherit the default site collection cache profile or select a different cache profile.
  4.  Click OK.

Configuring page output caching at the page layout level

Use the following procedure to configure page output caching for individual page layouts:

  1. On the Site Settings page, under Web Designer Galleries, click Master pages and page layouts.
  2. On the Master Page Gallery page, locate the page layout you want to configure and then on the drop-down menu, click Edit Properties.
  3. In the Authenticated Cache Profile drop-down box, click the cache profile you want to use.
  4. In the Anonymous Cache Profile drop-down box, click the cache profile you want to use.
  5. Click Save.

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46. Click on SharePoint 2013 Products ...  from all apps

SharePoint 2013 Hosting :: How To Insert Items Into a SharePoint Host Web List Using SharePoint Hosted APP

This article explains how to insert items into a SharePoint Host web list using SharePoint hosted APP.  I would like to share the code to insert items into a host web list using JavaScript.
Use the following JavaScript code to insert an Item:

ahp_freehostSHP(1)

var hostWebUrl;
var appWebUrl;
// This code runs when the DOM is ready and creates a context object which is needed to use the SharePoint object model
$(document).ready(function ()
{
hostWebUrl = decodeURIComponent(manageQueryStringParameter(‘SPHostUrl’));
appWebUrl = decodeURIComponent(manageQueryStringParameter(‘SPAppWebUrl’));
//Insert method
InsertItemToList();
});
//This function is used to get the hostweb url
function manageQueryStringParameter(paramToRetrieve)
{
var params =
document.URL.split(“?”)[1].split(“&”);
var strParams = “”;
for (var i = 0; i < params.length; i = i + 1)
{
var singleParam = params[i].split(“=”);
if (singleParam[0] == paramToRetrieve)
{
return singleParam[1];
}
}
}
//Insert List Item to SP host web
function InsertItemToList()
{
var ctx = new SP.ClientContext(appWebUrl);//Get the SharePoint Context object based upon the URL
var appCtxSite = new SP.AppContextSite(ctx, hostWebUrl);
var web = appCtxSite.get_web(); //Get the Site
var list = web.get_lists().getByTitle(listName); //Get the List based upon the Title
var listCreationInformation = new SP.ListItemCreationInformation(); //Object for creating Item in the List
var listItem = list.addItem(listCreationInformation);
listItem.set_item(“Title”, “Title1″);
listItem.update(); //Update the List Item
ctx.load(listItem);
//Execute the batch Asynchronously
ctx.executeQueryAsync(
Function.createDelegate(this, success),
Function.createDelegate(this, fail)
);
}
function success()
{
alert(“Item added successfully”);
}
function fail(sender, args)
{
alert(‘Failed to get user name. Error:’ + args.get_message());
}

Note
In the AppManifest.xml file provide write permission to the SiteCollection.

Summary

This article explored how to insert list items into a host web list from a SharePoint Hosted app using JavaScript.

SharePoint 2013 Hosting :: Integrate MS Dynamics CRM 2015 With Microsoft SharePoint 2013

In this article we will see the procedure to integrate Microsoft Dynamics CRM 2015 with Microsoft SharePoint 2013, both on-premise installations.

ahp_freehostSHP(1)

Step by step

Step 1: Click on CRM -> Settings -> Document Management as shown below.

sp1

Step 2: You will settings available under the document management settings.

222

Step 3 : Click on Document Management Settings, enter the SharePoint site URL where you want to save documents. Click Next. In case you don’t have the Microsoft Dynamics CRM List Component it will give you the following warning.

sp2

Step 4 : We need to setup SharePoint for this List Component. For that download the List component for the correct version of CRM and upload it into the Solutions Gallery of SharePoint.
sp3

Step 5:  Activate the solution and be sure that the Status is activated.

sp4

You may get errors in activation. To rectify, make sure the Microsoft Dynamics CRM Sandbox Processing Service and Microsoft SharePoint foundation Sandboxed Code Service services are started.

111

Step 6 :  Document management can be enabled for those entities in Microsoft Dynamics CRM that can be customized. By default, document management is enabled only for the following entities in a new installation of CRM.

  •  Account
  •  KbArticle
  •  Lead
  •  Opportunity
  •  Product
  •  Quote
  •  SalesLiterature
You can enable document management for an entity, as shown below.
sp5
Step 7 : Once document management is enabled for an entity, you will see the option for documents as shown below.
sp6
Step 8:  You can add document location for this entity assuming the location is created and the appropriate permissions are set on SharePoint.
Step 9: And if everything goes right, you will see the familiar (at least to me) interface of SharePoint from within Dynamics CRM as shown below. You can start uploading documents and use document management functionality.
sp8
Step 10: In case you do not want to manage the folder structure on your own and let CRM make it for you, if the CRM List Component is installed correctly, you get an option for creating a folder structure based on the entities
sp9