Monday, October 25, 2010
Use SharePoint Worfklow Like Robots on a Conveyor Belt
Take for instance, the beginning portion of a new hire process that a company might have. This might involve a series of human interactions between candidate and recruiter. An application is submitted and the recruiter would evaluate the application, comparing it to an open requisition. The recruiter would interpret the information on the application and ask for clarification. If a match is made, then an interview might occur, and so on.
When the people involved are attempting to execute a process such as this, it is only natural that the changing conditions of the work environment will prompt questions about what tasks need to be completed, who should complete the tasks, what information should be gathered, how should that information be evaluated, what laws exist, etc.
Although, it is possible to automate certain tasks in this process, SharePoint workflow is not designed for automating the entire business process. Where SharePoint workflow really comes in is making discrete tasks more efficient. For example, the workflow technology may be used to transfer an applicant's information into a database where it can be easily compared with open requisition criteria.
The technology is not going to do a human's work, though, and it is not practical to even try to make it. No, instead, a more appropriate approach to leveraging SharePoint workflow is for efficiency gains which target small steps or tasks; ones that are completely black and white, like modifying and loading records into a custom list or database, moving documents, or sending out an e-mail when a specific event occurs.
Portal site designs which help guide the human through a series of steps is essential to a workflow solution. The portal provides the framework to guide the user, while the workflow elements provide automation for specific tasks that occur during the process.
Whatever the application, the goal is usually to provide tools that allow the human to logically string each step together, flowing as if the site is a virtual conveyor belt and the workflow elements (conditions/actions) are specific robots that do stuff at each stage. The overall solution should help guide and progress the overall process in a consistent direction so that humans can participate, contribute, and derive the needed results.
Still, in an ever changing environment, it is only natural that the conveyor belt will need to be stopped and participants will ask each other whether the process is effective and efficient enough, and what might need to happen differently. The simple fact is, every business process is a work in progress.
Friday, October 15, 2010
NESQL 2010 October 14 Virtualizing SQL Server
During the last few years, I have become a fan of virtualization for SharePoint environments, including the SQL Server database server role. I know many in the SharePoint community are skeptical about this, so, it was interesting to observe the opinions and responses from the local SQL Server community. I think the majority of the room was still skeptical (as expected) about virtualizing SQL Server. However, Brent did a good job of providing guidance on how to get the best performance out of a SQL environment when it is virtualized.
Beyond enlightening me about some of the finer details of how virtualization impacts I/O, Brent's presentation provided greater validation for my opinion of virtualizing SQL Server. At this point, I believe the technology is definitely mature enough to handle all roles (including database role) of most production SharePoint environments. That is; if adequate hardware is allocated and if virtualization is implemented well.
Some of the take-aways I scribbled down include the following (no warranties with these notes because I can barely read what I wrote):
CPU
- CPU-Z is a great, free utility for monitoring true CPU performance on guest systems
- In a virtual environment, more cores assigned to a SQL Server VM may actually leads to worse performance due to overhead related to instruction assignment behavior in shared environments relative to processor caching.
RAM
- In VMWare, set memory reservations, don't over commit RAM, use large pages (Microsoft, 2010).
- In SQL Server, remember to set min/max memory appropriately.
Storage
- Group DBs logically based on purpose, maintenance schedule, security, etc.
- Still separate Temp DB in virtual environments.
I believe Brent will be presenting the complete version of his presentation at the PASS Summit in November. Either way, if you are reading up on this topic, then check out his blog post on Virtualization Best Practices.
Reference
CPUID (2010). CPU-Z supports the new Intel Sandy Bridge processors. Retrieved October 15, 2010 from
http://www.cpuid.com/news/26-cpu_z_supports_the_new_intel_sandy_bridge_processors.html
Microsoft (2010). SQL Server and Large Pages Explained. Retrieved October 15, 2010 from http://blogs.msdn.com/b/psssql/archive/2009/06/05/sql-server-and-large-pages-explained.aspx.
Ozar (2010). Virtualization Best Practices. Retrieved October 15, 2010 from http://www.brentozar.com/sql/virtualization-best-practices/.
Reference: Tab Navigation
Easy Tabs 5
Tab Navigation using CSS only
Reference
Humbert, C. (August, 2010). Easy Tabs Version 5.0. Retrieved October 15, 2010 from http://www.pathtosharepoint.com/sharepoint-user-toolkit/Pages/Easy-Tabs-v5.aspx.
Solomon, H. (August, 2005). Tab Navigation using CSS only - Great for SharePoint. Retrieved October 15, 2010 from http://heathersolomon.com/blog/archive/2005/08/10/1434.aspx.
SharePoint Saturday Boston #3 Webinar Series
Click Here to Register
Agenda
11:45 AM EST – 11:55 AM EST Welcome and Sign-In
11:55 AM EST – 12:00 PM EST Speaker Introduction
12:00 PM EST – 1:00 PM EST Presentation
For more information or to register for other Webinars, visit the SharePoint Saturday Web site, SharePoint Saturday Boston #3 Webinar Series: http://www.sharepointsaturday.org/boston/Pages/SPSBos3WebinarSeries.aspx
Thursday, October 14, 2010
Reference: Location Codes
Official USPS Abbreviations
List of U.S. States by Time Zone
Reference
United States Postal Service (2010). Official USPS Abbreviations. Retrieved October 14, 2010 from http://www.usps.com/ncsc/lookups/usps_abbreviations.html.
Wikipedia (2010). List of U.S. States by Time Zone. Retrieved October 14, 2010 from http://en.wikipedia.org/wiki/List_of_U.S._states_by_time_zone.
Tuesday, October 05, 2010
SharePoint 4.0: How Search Indexing Works
The crawl process goes something like this:
1. Full crawl started
2. Start address moved to queue
3. Protocol determined
4.Connector selected
5. iFilter opens files
6. Content index created on crawl server
7. Index moved in batches to query server
8. Data written to Crawl and Property databases
(Microsoft, 2010)
One myth about SharePoint 2010 crawl process is that when content is crawled it never touches the file system of the Crawl Server and goes directly to Query Server...this isn't true. The way it works in environments that have crawler and query roles on separate servers is; a content index is built on the crawl server initially, but is moved in batches to the query server(s). The point when all batches have propogated to the query server, then it may appear as if there is no foot print on the Crawl server's file system...this is because all the batches have been moved up.
From a server topology perspective, Search requires three different server roles. These include Crawl Server, Query Server, and Database Server. Each of these roles plays a role in the crawl process. For scalability and availability, the architecture supports configurations that include one or many of each of the server roles. Determining the best topology is a balancing act of capacity requirements with available resources.
Reference
Microsoft (2010). Microsoft SharePoint 2010 Product Information Capabilities Search. Retrieved September 22, 2010 from
http://sharepoint.microsoft.com/en-us/product/capabilities/search/Pages/default.aspx.
Friday, October 01, 2010
Enterprise Search Summit Fall 2010

Thursday, September 30, 2010
SPS Boston: Implementing SharePoint for Enterprise Search: Methodology and Mechanics
On Saturday, September 25, 2010 I presented a session at SharePoint Saturday Boston.Title:
Implementing SharePoint for Enterprise Search: Methodology and Mechanics
Abstract:This session explains how following a proven approach and using certain configuration techniques can ensure the success of a SharePoint Search implementation. The prevalence of search technologies available on the World Wide Web has caused stakeholder expectations to remain high. Yet, an Enterprise Search solution is an excellent opportunity to introduce exciting capabilities and productivity gains for a business. Included in the presentation is a walk-through of project phases, a review of key design considerations, and examples of recommended configurations.
Click HERE to access slides.
In the near future, I do intend to create individual blog posts from some of the presentation slides so that I can expand on some of the topics in greater detail. If you would like to request that I write a blog post explaining a particular Search topic, please submit a request using the comments feature of this post.
Wednesday, September 08, 2010
Microsoft Project 2010: Outline Number and Fill Down
First, by inserting a column called "Outline Number," Project automatically populates the Work Breakdown Structure (WBS) task ID (WBS column does the same thing). This is much better than doing it manually.

Secondly, Microsoft Project doesn't let you paste a value into a range of cells like Excel. So, instead of manually typing in durations or pasting one at a time, there is a "Fill Down" menu option. Select the cell that contains the value you want, select the range, right-click, and select "Fill Down."
Thursday, August 05, 2010
Why Move to SharePoint 2010?
Beyond these reasons, business needs continue to evolve and mature. The product features of the latest version enable the delivery of better solutions, with less effort, with less customization. Aggregating information from different systems is easier now (Search, BCS). It is easier to provide end user conveniences, such as Outlook calendar integration or multi-select actions in document libraries. Branding is easier with the themes engine. There are more Search tools (e.g. navigators) available, allowing search experiences to be more like what people expect from using Web. In fact, the 2010 Search technology is rich enough to use as a development tool. Taxonomy and Folksonomy features help make organizing and navigating through content easier, while Managed Metadata Services help ensure consistency.
Different scenarios require different thought processes and approaches to 2010. For example, existing SharePoint Web sites which are flat and primarily exist to push Web content to many consumers, may benefit from a straight software upgrade. On the other hand, redesign opportunities exist for other types of SharePoint applications which are more interactive; which support business processes or facilitate workflows.
At this point, it makes sense to design and develop anything new directly in 2010, to take advantage of the technology and community benefits. Doing so also reduces duplication in efforts since there will not be a future need to upgrade the new solutions to 2010; they will already be there. That, by itself, is a legitimate reason to go 2010.
Reference
Microsoft (2010). SharePoint 2010 Product Information Overview. Retrieved August 5, 2010 from http://sharepoint.microsoft.com/en-us/product/capabilities/Pages/default.aspx.
Wednesday, August 04, 2010
Missing the Point on Spirit of Governance
The scope of an effective Information Management Governance Model spans beyond a specific solution, such as SharePoint Intranet or collaboration portal, and encompasses the Information Management practices occurring throughout the organization. A SharePoint governance model should be a subset to that. Putting this in the context of documentation, an overarching Information Management Statement of Governance document should exist and define the framework at the global level, while specific statement of governance documents should be maintained for each Information Management system within the organization; SharePoint being one of those.
The IT project management framework is another significant and relevant topic to governance. The project management framework established the processes followed to initiate, plan, and execute IT projects. These processes should include such activities as the evaluation of new SharePoint projects in the context of the organization's overall information architecture. Aligning the project management decision making with Information Management, business, and IT decision making results in solutions that have backing, are sustainable, and actually provide business value.
The spirit of governance is really about defining what the processes should be, and if generous enough, explaining why to some extent. In the end, governance models maintain decision making integrity amongst people...that is not something a portal administrator can do by running a report or recovering a deleted site.
Reference
Ross, J., Weill, P. (2004). Recipe for Good Governance. Retrieved August 4, 2010 from http://www.cio.com/article/29162/Recipe_for_Good_Governance.
Friday, July 30, 2010
Event: SharePoint Saturday Boston 2010
When:
Saturday, September 25th, 2010
Where:
Microsoft Corporation
Three SQL Server Settings for SharePoint Environments: Autogrowth Option, Auto Shrink Option, Shrink Database Task
1. Autogrowth - Fixed Amount:
This setting applies to data files (.mdf) and transaction log files (.ldf). Autogrowth allows or prevents SQL Server from automatically increasing the size of the files when the need arises. In SharePoint environments, it is best to do capacity planning in advance and set the intial database sizes appropriately. Then, set the Autogrowth value for both the data files and the log files to a fixed amount. This ensures that the files grow in consistent increments. The fixed amount should be somewhat substantial, relative to the size of the database. This ensures that the growth does not occur too frequently.

2. Auto Shrink - Turn it Off:
Auto Shrink is an option that allows or prevents SQL Server from automatically reducing the size of database files. By default, the SQL Server Model database has the Auto Shrink option off. As Paul Randal points out, enabling Auto Shrink can lead to Auto-Grow, Auto-Shrink loops as well as database fragmentation, and other performance issues (Randal, 2007). As a general rule of thumb for most SharePoint environments, this option should remain off for system and content databases.

3. Shrink Database Task - Don't Schedule It:
The Shrink Database Task is an available Maintenance Plan Task. If set, this operation will reduce the size of a database according to a schedule, leaving a specified amount of free space. As with the Auto Shrink option, the Shrink Database Task leads to performance issues and is not recommend in SharePoint environments.
So, if an existing SharePoint environment does have a scheduled Shrink Database Task, then a suggested action would be to remove the Shrink Database Task and then plan to monitor and manage database size using a manual approach. When determining a plan for managing database size, it is important to keep Database Recovery Models in mind.
Reference
Randal, P. (August, 2008). Top Tips for Effective Database Maintenance. Retrieved July 30, 2010 from http://technet.microsoft.com/en-us/magazine/2008.08.database.aspx?pr=blog.
Randal, P. (March, 2007). Turn AUTO_SHRINK off!! Retrieved July 30, 2010 from http://blogs.msdn.com/b/sqlserverstorageengine/archive/2007/03/28/turn-auto-shrink-off.aspx.
Tuesday, July 27, 2010
Why Information Silos Are So Persistent
Most of the time, these tools were developed to fill a gap. A gap between what the enterprise offers and what certain areas of the business actually need to function. They serve a purpose; and in many cases they are significant to the processes that they support.
Considering where technology is today, why are are information silos so persistent, more prevalent than ever? Why can't IT just build something into the enterprise architecture?
One reason (or cause) is because of the technology, which has become easier to work with and more accessible to people inside and outside of IT Departments. A person of any role can go on the Internet and figure out how to set up an Access database. In many cases, this is much easier than approaching a centralized IT department with their requirements. The Internet isn't going to say "no." By circumventing IT, nobody asks for funding, tries to minimize or question the need, or compromise the intention in any way. But, if the request did go to the IT department might, there might be resistance.
Secondly, a rogue solution is much less risky for a business person in terms of exposure and process transparency. By setting up a tool of their own, a business person may struggle a bit with configuration, but at no point is their process going to be visible to other people for criticism. If the person was to bring their requirements to the table and ask for help, then a lot of questions might be asked, putting guarded knowledge at risk. Unfortunately, for protective types, this means that the process would, in fact, become more transparent. The original process owner would become a "stakeholder" with influence rather than an "owner" with full control.
Beyond that, information silos also exist when an organization's methodologies and practices for providing holistic solutions are not mature enough to truly help. For example, IT organizations which are disorganized and reactive, might not be capable of helping the business person with their needs. There's no process, no authority, no plan to handle this sort of thing.
All of these situations challenge a centralized Information Management strategy.
Saturday, July 24, 2010
General Business Requirements vs. Solution Requirements
When the software development process is lengthy and drawn out, it forces many planning activities such as requirements analysis, design specifications, and planning. Not doing these things leads to costly adjustments later. The lengthy process also forces organizations to really think about what solutions they are developing and how these solutions fit into the big picture. We've got it pretty easy today. With portals, collaboration, search, BI, content management, and workflow platforms today, some times doing it "wrong", undoing it, and doing it again is actually less expensive than the cost of planning and documenting.
Yes, I am familiar with the twelve principles of the Agile Manifesto (Agile Alliance, 2001). I like agile development when it follows some organized processes and produces artifacts that can be used for reference later. You still need documentation for future development, disaster recovery, and repair.
However, what I don't like is "premature solutioning" or the practice of directly jumping from a problem to a solution design without any sort of further questioning, analysis, thought, or sanity checks. When you encounter a problem, and immediately form a solution and begin developing it, a lot is lost. You are not considering what other stakeholder needs are, what other colleagues are already working on, and how this "fly by the seat of your pants" solution actually fits in (or doesn't) into your overall information architecture.
Working with my colleagues, we recently began formalizing our thoughts around the solutioning process. One of the first roadblocks we encountered had to do with semantics. We began observing that our push for "requirements" was being misunderstood. When a problem-solution situation arose, we would explain that we needed to analyze requirements. The response to this typically included design specifications. We would then stop and say, no, we don't want detailed design specifications, what we want is to understand the problem better and understand how it impacts other people, so we can create a solution that will fit into our information architecture in a way that adds value and doesn't undermine anything else we are doing.
After a few more of these scenarios we decided that we had to make others aware of our solutioning process and how we think, so that everybody would be able to communicate with each other better. The first thing we did was make a distinction between the types of requirements that we would discuss in the course of solutioning.
We decided on the following:
General Business Requirements - Facts and opinions that help understand the problem better. These are not design specifications and do not explain a solution. Instead, this information explains what the business needs are.
Solution Requirements - Facts and opinions that define how a solution is supposed to look, feel, or act. This information directly dictates the design specifications.
So, now when a new request arises, we start by gathering "general business requirements." We then consult with stakeholders, policies, procedures, standards, goals, etc. and analyze the information. Once we have all the facts, we begin to design a solution. At that time, we ask stakeholders to help us define the "solution requirements." The result of the latter activity is a design specifications document. Next, we schedule and plan the development activities and proceed from there.
Reference
Agile Alliance (2001). Principles Behind the Agile Manifesto. Retrieved July 24, 2010 from http://agilemanifesto.org/principles.html.
Thursday, July 22, 2010
SharePoint 4.0: Summary Links Data Column Type
This column type is brilliant in theory, but unfortunately they don't appear to work as expected. Here is my assessment of the Summary Links Data column type.

In SharePoint 2010, if I add a Summary Links Data column to document library, then add a new document, the new or edit document properties page looks correct. The Summary Links Data column is represented by an editable summary links control.
However, after the links have been added and the document uploaded, you return to the document properties using the "View Properties" page. The result of this is that the links are not visible. Huh?
OK, so let's try a custom list. Added the column to a custom list. Adding or editing an item results in a non-editable field. So, the Summary Data List story just got even worse in custom lists...

Reference
Site Columns: SharePoint 2010 vs. SharePoint 2007
1. Column types for Rich Media and Managed Metadata.
2. "Enforce unique values."
3. Column validation.
(Microsoft, 2010)
During the past few years, I do remember occasions when I was "wishing" for the ability to apply unique permissions at the site column or content type level, but these abilities are not something available in SharePoint 2010.
I imagine field level or content type security would require a more dynamic design at the list and library level, since the list and libraries still work off the static template model, storing their own column definitions in XML as they were defined at the time of list or library creation, and maintaining their own security settings. This is evident when you delete a site column that is being used in a list or library. The site column is removed from the site column gallery, but a local instance of it still remains on the list or library.
In order for field level or content type security to be possible in SharePoint, each site column and local column definition would need to be expanded to include a security definition. List and library views would also need to become more security aware, rendering different columns based on varying security contexts. So, pushing down unique site column or content type security is more than the platform can handle at this time.
Microsoft SharePoint Server 2010

Microsoft Office SharePoint Server 2007

Reference
Microsoft (2010). Create a site column. Retrieved July 22, 2010 from http://office.microsoft.com/en-us/sharepoint-server-help/create-a-site-column-HA010177759.aspx.Microsoft (2010). Introduction to Columns. Retrieved July 22, 2010 from http://msdn.microsoft.com/en-us/library/ms450825.aspx.
Wednesday, July 21, 2010
Fiddler
"Fiddler is an HTTP debugging proxy written by Eric Lawrence of Microsoft.[1] It seamlessly captures HTTP traffic and logs it for the user to review.[4] It can also be used to "fiddle" with HTTP traffic as it is being sent.[3] By default, traffic from Microsoft's WinINET HTTP(S) stack is automatically directed through Fiddler at runtime, but any browser or application can be configured to route traffic through Fiddler.
The new version, known as Fiddler2, offers support for interception and tampering with HTTPS traffic." (Wikipedia, 2010)
To install Fiddler, follow these steps:
1. Download Fiddler.
2. Run the setup.exe.

To run a trace, follow these steps:
1. Open Fiddler (Start > All Programs > Fiddler2).
2. Begin a trace (File > Capture Traffic).
3. Launch Internet Explorer and produce the activity you would like to trace.
4. Stop the trace (File > uncheck Capture Traffic).
5. Save the trace file (File > Save > All Sessions).
6. Now, you are able to analyze the activity and pinpoint issues. You may also consider comparing the Fiddler trace to the Application Event log from the client and server machines.
Reference
Lawrence, E. (2010). Fiddler2 - Installation Information. Retrieved July 20, 2010 from http://www.fiddler2.com/fiddler2/version.asp.
Wikipedia (2010). Fiddler (software). Retrieved July 20, 2010 from http://en.wikipedia.org/wiki/Fiddler_(software).
Microsoft Certifications for SharePoint 2010
Microsoft Certified IT Professional (MCITP): SharePoint Administrator 2010
70-668 PRO: SharePoint Server 2010, Administrator
http://www.microsoft.com/learning/en/us/Exam.aspx?ID=70-668
70-667 TS: Microsoft SharePoint 2010, Configuring
http://www.microsoft.com/learning/en/us/Exam.aspx?ID=70-667
Microsoft Certified Professional Developer (MCPD): SharePoint Developer 2010
70-576 PRO: Designing and Developing Microsoft SharePoint 2010 Applications
http://www.microsoft.com/learning/en/us/Exam.aspx?ID=70-576
70-573 TS: Microsoft SharePoint 2010, Application Development
http://www.microsoft.com/learning/en/us/Exam.aspx?ID=70-573
Microsoft Certified Master program (MCM)
http://www.microsoft.com/learning/en/us/certification/architect.aspx
Microsoft Certified Architect certification (MCA)
http://www.microsoft.com/learning/en/us/certification/master.aspx#tab2
Reference
Microsoft (2010). Microsoft SharePoint – Training Portal. Retrieved July 21, 2010 from http://www.microsoft.com/learning/en/us/training/sharepoint.aspx.
Prometric (2010). Microsoft Certifications. Retrieved July 21, 2010 from http://www.prometric.com/Microsoft/default.htm.
Monday, July 12, 2010
Connected Lookup on Codeplex
There is a Codeplex project that I discovered today, for WSS 3.0 and MOSS 2007. I've pretty much halted future development on MOSS 2007 at this point but I thought I'd post the link regardless.

Reference
Codeplex (2010). SharePoint Connected Lookup. Retrieved July 12, 2010 from http://cl.codeplex.com/.
Events / Conferences / User Groups
- AIIM Conference
- Boston Area SharePoint User Group
- Boston Azure User Group
- Collaborate
- DevConnections
- DevIntersection
- Enterprise Search Summit
- Microsoft Build
- Microsoft SharePoint Conference
- Microsoft TechEd
- New England ASP.NET Professionals User Group
- New England Oracle Applications User Group
- Oracle Applications User Group (OAUG)
- Oracle OpenWorld
- PeopleSoft Government Contractor Special Interest Group
- PeopleSoft Southern New England Users Group
- Quest International Users Group
- SharePoint Saturday
- SPTechCon
- SQL PASS
- SQL Saturday
- Startup Weekend


