Monthly Archives: October 2014

SharePoint 2013 Hosting – :: How to Use Metadata Navigation Filtering in SharePoint 2013

On this post I will show how you can setup Metadata Navigation Filtering in SharePoint 2013. This can be a single of the strongest functions obtainable in helping consumers swiftly find the things they require without having writing any code, it really just has to be turned on and configured.


I begin on the Home Page in the Website that is at the leading level website from the website collection developed and configured within the prior posts. Metadata Navigation and Filtering is a Website Characteristic that has to be activated for this to work.


On the right side I click on the site Actions Gear and go to Site Settings where I will activate the Site Feature, Metadata Navigation and Filtering.



This site feature is not activated on the Team Site Template so I click Activate.


When I see the blue icon that says Active, I know I’m good to go.


I click the link in the Quick Launch bar to get to the gdpByStateReports Library I configured in previous posts.


I click the Library Tab.

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I click the Library Settings Icon.


We are going to use th Metadata navigation settings that is now available on the Library to pivot on these two Metadata columns.


This will allow users to find reports immediately based on Metadata regardless of which older they are in.


I click the Metadata navigation settings link. This link was not available on the Library Settings page until the Metadata Navigation and Filtering Site Feature was activated.


This can be the Metadata navigation settings page.

Right here we see two primary locations: Configure Navigation Hierarchies and Configure Key Filters. Both of these work hand-in-hand to basically give users multiple amounts of filtering within an incredible UI that will get added just under Quick Launch Bar. (I highlighted some areas of certain value).

The Navigation Hierarchies and only use: Content type, Single-value Choice fields, or Managed Metadata Fields and the Key Filters can only use Content Kind, Option Field, Managed Metadata Area, Particular person or Team Field, Date and Time Field, or Number Field. Between the 2 if you carry out some preparing using this in your mind you’ll be able to develop really effective User Interfaces out of the box.

We’re going to make use of the StateOfOrigin and YearOfReport choice fields in Both locations and we’re going to go away the Folders within the Navigation Hierarchy Fields.


To configure the controls, you select the columns within the still left aspect and click on the Add button which moves them above for the right side. When you are completed your web page must seem like the figure previously mentioned. When it’s all set you’ll be able to click OK on the bottom from the page. Clicking Okay Not Demonstrated.


Now that its all configured we can click the gdpByStateReports link in the breadcrumb where we will see our amazing U.I.


Just below the Quick Launch, Share Point has added the Navigation Hierarchy and Key Filter Controls. I will start by clicking the State Of Origin in the top control.


This expands to show the available fields (the options in choice column) I click on AR (Arkansas)


Immediately the content area of the web page shows all the reports that have the value AR in the StateOfOrigin column, REGARDLESS of which folder they reside in!


With the state of Arkansas Selected in the Hierarchy control (AR) I go to the key Filters click the drop down menu for YearOfReport, You may have noticed that the StateOfOrigin Drop down disappeared because I already filtered on that column.


I select 2010 and click Apply. My results are immediately apparent. I now see all reports for the State of Arkansas from the year 2010, regardless of which Folder the result set resides in.


If I click the link to go back to the Document Library I can see that it resets my controls to their original state an returns the YearOfReport drop down to the U.I.

That’s it! Users can now quickly and efficiently parse through folders with out of the box functionality.

SharePoint 2013 Hosting – :: How you can Perform a SharePoint 2013 site selection improve with PowerShell

I needed to follow-up with a weblog post displaying the actions included. To begin the process, I have restored a copy of my material databases from my SharePoint 2010 surroundings within the SQL Server for my SharePoint 2013 atmosphere. The very first factor we’d like to do is mount the material database with Mount-SPContentDatabase. In SharePoint 2010, this process would truly update the databases and carry out the update. Now, it actually just attaches the database but leaves the positioning working in SharePoint 2010 manner. Efficiently you might be operating an entire copy of SharePoint 2010 within SharePoint 2013. You are able to do this and improve every website assortment 1 at a time to make the changeover process a bit less difficult.

Normally, once you are carrying out this, you will execute Test-SPContentDatabase first and take care of any documented issues. Similar to in SharePoint 2010, you have to set up all your customizations via answer package just before mounting. Test-SPContentDatabase will help you find some of these customizations if they’re missing. For simplicity, I am going to depart that from my instance today. Mount-SPContentDatabase normally takes two parameters: the identify from the database and the URL from the Web Application to bind it to. Here is what the command looks like.

Mount-SPContentDatabase –Name DatabaseName –WebApplication http://server

When it runs, you’ll see a progress indicator.


When it finishes, you’ll likely have problems. You’ll be able to monitor them down and re-mount. More than most likely you’ll usually have some sort of error no matter how tough you try.


Now you are able to go to the site within your web browser. You will see your present site running in SharePoint 2010 manner together using a banner prompting to start out the website assortment update procedure.


You can start the upgrade method correct there in the browser, but we wish to use PowerShell. We are able to see the improve standing of our web site collections making use of Get-SPSite. This cmdlet continues to be up-to-date to point out you the current version (ComaptibilityLevel) from the website collection. A price of fourteen represents SharePoint 2010 whilst a price of 15 signifies SharePoint 2013.



To improve a web site collection, try it out first utilizing Test-SPSite. Like Test-SPContentDatabase, this command can help you identify any specific problems. In my scenario, I’m going to improve my root website collection.

Test-SPSite http://server/sitecollection


SharePoint 2013 features a new idea for the improve analysis web site collection. Effectively this process schedules a job to repeat your site collection, upgrade it, and then optionally notify you (should you include the -email parameter). You really don’t need to use this, but it’s a great approach to check things out when you have a tricky site with a great deal of customizations.

Request-SPUpgradeEvaluationSite http://server/sitecollection

Executing the command simply returns you to definitely a command prompt. Afterwards a job will hearth off and produce the update evaluation site selection. This appears to become managed through the Develop Upgrade Evaluation Site Collections work. It only executes as soon as each day so if you want to obtain your improve analysis website more quickly, you can go manually run it. Right after it completes, you’ll be able to visit your website by appending -eval to your site selection name (i.e.: http://server/sitecollection-eval). Whenever you go to the site you will notice the warning bar at the top telling customers that this is only short term. Right after thirty times or so the web site will get deleted immediately.


When you see I’ve an error within a web part that i require to correct. This is why update website collections can be beneficial to find issues prior to cutting above.

Let’s upgrade out site assortment immediately now. I only received warnings from Test-SPSite so I’m going to move forward using the upgrade and assume everything goes to work fantastic. :) We use Upgrade-SPSite to produce this happen. Pass the URL to the site assortment and become sure and include -VersionUpgrade. It won’t improve for the new version if you depart off that parameter.

Upgrade-SPSite http://server/sitecollection -VersionUpgrade


Depending on the size of your site collection, it may take some time.  When it finishes, you’ll see something similar to the screen below.


Depending on the size of your site collection, it may take some time.  When it finishes, you’ll see something similar to the screen below.


Website Collections Updates certainly are a effective new function in SharePoint 2013 which I believe will really make the procedure smoother. Maintain in your mind, you can also use the new Copy-SPSite cmdlet to produce a copy of one’s web site collection and carry out some tests there.

SharePoint 2013 Hosting – :: How you can Produce a simple SharePoint 2013 People Directory

I previously posted How to Use A Community Site on SharePoint 2013. The process is somewhat various in SharePoint 2013 due to the considerable modifications in the research features therefore the up-to-date actions are demonstrated in this publish.

A people directory may be helpful if you’d like to checklist each of the people within an organisation without consumers having to enter a search question. Consumers can then slim down the list making use of filters including Section or Occupation Title to narrow the outcome. This is truly simple to setup using the default SharePoint 2013 research internet parts and does not require creating an individual line of code. An example of what this could search like is proven below :


Specially when the organisation only includes several hundred people this could aid users discover individuals inside the organisation without having automatically realizing their names. The measures to create this are as adhere to (assuming the consumer profile and lookup providers are operating successfully):

  1. Assuming you’ve got an company lookup middle create the initial step to make the people listing is always to allow the individuals search webpage structure so we are able to develop a individuals lookup final results webpage. This can be carried out by navigating for the Site Settings > Look and Feel | Page layouts and site templates page and selecting ‘(Welcome Page) Search People’ in the Page Layouts section.
  2. The subsequent phase is to navigate towards the webpages library and choose New Document > Page from the ribbon.
  3. On the create page display select the Lookup Individuals web page layout to make a web page that contains the people search results web components.
  4. The normal lookup result net component does not show any final results except if a query is specified. To acquire all people to show up by default we must modify the query employed through the Individuals Lookup Core Final results web element. This can be carried out by clicking the ‘Change Query’ button within the net component homes and incorporating a house filter that returns all folks. To accomplish this we are able to choose the property ‘contentclass’ and enter the guide value ‘spspeople’.
  5. We now have a checklist of people that will be exhibited when the user navigates to our custom made individuals results web page. By default we even have some refinements that seem if matching metadata is identified within the outcome set. These are the Section, Job Title, Key phrases and Place of work Location columns. We are able to change these to indicate other metadata qualities which are described inside our search centre by choosing the ‘Choose refiners’ alternative on the refinement internet element. Note the managed property must have the ‘Refinable’ choice selected within the lookup schema for it for being available within this listing.

Adding Sorting by Last Name

Incorporating extra kind options is way less difficult than in SharePoint 2010. To incorporate a custom sort choice like Last Identify stick to the actions under:

  1. Ensure which the managed property you want to sort by has the Sortable choice enabled inside the lookup schema. To complete this navigate to the Search Service Application > Search Schema, click the LastName, click on the LastName managed house and choose the Sortable: ‘Yes – active’ option. Note you’ll require a complete crawl for this to consider impact.
  2. On the search results page edit the People Search Core Results web part, verify the ‘Show sort dropdown’ option and enter the following text:

    [{"name":"First name (A-Z)","sorts":[{"p":"FirstName","d":0}]},{"name":"First name (Z-A)","sorts":[{"p":"FirstName","d":1}]},{"name":"Last name (A-Z)","sorts":[{"p":"LastName","d":0}]},{"name":"Last name (Z-A)","sorts":[{"p":"LastName","d":1}]},{"name":"Social distance","sorts":[]}]8

  3. You need to now be able to sort by very first or previous title in alphabetical buy either A-Z or Z-A.

Using a Table Based Structure

Yet another alternative for the folks directory is to use a desk based mostly structure with column headers for properties. In SharePoint 2013 this can be completed making use of Show Templates. In this case we need to use two display templates – a handle template for your table header, and a item template for each search outcome merchandise. The actions to implement this are proven beneath.

  1. Step one is always to include the screen templates for the masterpage gallery by Site Settings > Master Pages and Page Layouts > Display Templates > Search and upload the two html files in the subsequent .zip archive.
  2. The following step is always to edit the search main final results net element and in the Screen Template section established the outcome Handle Display Template to ‘Table Result’ and the Product Display Template to ‘People Table Item’.
  3. You ought to now see the final results shown like a desk primarily based structure as demonstrated below:

If you have worked with prior variations of SharePoint you can see that in SharePoint 2013 the lookup attributes tend to be richer and easier to function with. Additionally, there are several new features such as question rules and extensibility choices such as customising the hover panel that improve the top person research expertise.

SharePoint 2013 Hosting – :: How to Use A Community Site on SharePoint 2013

The social computing and collaboration features in SharePoint 2013 offer an enhanced administration and consumer expertise, furthermore to new performance for enterprise consumers to share and collaborate with others in their firm. The introduction of Community Sites offers a forum experience to categorize discussions about subject locations, and to connect users that have information or seek knowledge about matter locations.


Furthermore, the new Community Portal enables a search-driven outcome page of communities for consumers to discover and explore from a hyperlink on their own My Sites. Improvements to My Sites supply a more intuitive workflow for consumers to develop their personal profiles, store content material, and maintain up-to-date with actions of fascination through using the new micro weblog and feeds experience.

All set to make use of? Post a question

Well now in SharePoint 2013 we have the brand new “Community Site”. To create a single, just access the “Site Contents” website link after which select the website link to “create a brand new sub site” and choose the “community site”.


Whenever your website has been produced, the webpage that will be shown will probably be blank. So we are going to ask a question just by clicking on New Discussion


I am going to ask a a new question on the community Site.

  • Subject
  • Body
  • Question
  • General

The query is really a new feature; I am unable to bear in mind observing this on SharePoint 2010. Now you can request a question like on TechNet Discussion boards or just submit an excellent joke! Now you can produce a difference between a query exactly where you would like a solution, like demonstrated within the next impression or just publish some thing.


Whenever you finished posted your query within the Community Website the question that you simply questioned will probably be demonstrated as following

You can also see that someone liked my post with a tiny smiley.