Blog - Robert Bogue [MVP]
Rob's Notebook
Thor Projects LLC - Welcome
Friday, November 14, 2008

TechEd EMEA 2008: Connecting Office Client, SharePoint, Search, and Workflow

Earlier today I presented on Connecting Office Client, SharePoint, Search, and Workflow. It's one of my favorite talks because it shows an end-to-end solution from getting data from the end users through promoting the properties in SharePoint, making them searchable, and taking action via workflows. In the presentation I referred to a few tools and resources. They are:

Good luck on your next project to make life easier to get data in -- and used in your organization.


Categories: Professional | 0 Comments
 
Thursday, November 13, 2008

SharePoint Governance and Pandora's Box

Maybe it's the fact that I'm over in Europe on the continent for the first time in my life. Maybe it's the fact that I'm listening to German and thinking of all of the languages that I don't know. However, somehow my thoughts drifted across the old Greek Mythological figure of Pandora. The short of the story is that Pandora opens a box containing all of the evils of the world -- and hope. The story ends with Pandora having opened the box and realizing that once let loose there's simply no way to get all of the evil back in the box.

I was recently emailed to ask how to convince an organization that they need some SharePoint Governance. The answer I gave was to look at the Governance articles I written (Many of them are linked from the Microsoft TechNet SharePoint Governance Resource Center) and know enough about them to ask the client how they're going to deal with a particular topic. I walk clients through governance conversations all of the time. I walk them through first with those questions -- and then I move on to providing best practices, cautions, and advice about how to develop the best possible system with the least possible cost. I tell most folks that governance isn't rocket science, it's just a matter of knowing what things you want to manage. In fact, one of the definitions of governance -- and the one I like best -- talks about managing risk. That's pretty simple -- we do work on governance to mitigate the risks that empowering the end users brings.

For the most part I encourage folks to work with as little governance as possible so that they don't stifle the enthusiasm of the users for using the platform. That works well for most things and most people. Whether you have a guideline on what files can be uploaded or not probably doesn't matter for most situations. However, there are a handful of things that if you fail to govern up front you'll create nearly irreversible problems. Here's an incomplete list of things that you want to have a handle on right away -- and why:

  • Server Configuration Management -- I'm an old server guy, I've managed servers for organizations. I know what happens when you begin to suspect a server. You replace it. The amount of troubleshooting and problem solving necessary to figure out what the problem is generally isn't worth it. With simple services you can quickly recreate the services that the server offers up and move on -- however, SharePoint isn't that simple. You can't just tell all the users that you're going to demolish SharePoint and start over. Because of this I advise every client to maintain good (not tight or perfect) control of the servers so that they don't have to worry about rebuilding their farm. By the way, most of the time this means that developers don't have access and all code is deployed via a SharePoint Solution (WSP) file (See Using SharePoint Solutions to Deliver Server-Side Solutions)
  • Unsupported Things -- There are a fairly small set of things that Microsoft doesn't "support." Direct access to the databases, changing data in the databases, modifying out of the box files (with a few very small exceptions). Once you've done these things it's possible that you'll never be able to recover. For instance, modifying the database. Once it's modified you can't really unmodify it. Overwriting out of the box files can be undone -- with care. However, most of the time if you modified a system file you did it to solve a problem (in a specific way) that couldn't be done without modifying the file. In this situation, getting back to a supported state may be difficult, or impossible to do while still solving the same problem for the business. This is a very difficult spot to be in.
  • Site Definitions -- As the Microsoft Patterns and Practices SharePoint Guidance and a flurry of recent blog posts (Joel, Eric), and my article have indicated you may need to create site definitions -- but they make it equally clear that you should only do them if you need them -- and they should be done in a specific way. Here's the problem with site definitions. You can't change them. I mean this from the perspective of changing from one site definition to another and also changing the functionality of the site definition once it's deployed. Changing from one site definition to another isn't supported because the core of the site is created during the site creation process and there is no way to go back and re-do that process. Also, once you've deployed a site definition and sites have been created, you're not supposed to ever change that site definition. If you need to change the way that the site definition behaves, you're supposed to feature staple to that site definition.

I'm sure that I'll get several comments from folks who will tell me other areas of governance that really need to be in place up front to avoid long term problems. So what long term problem do you think you should have avoided by having better governance up front?

Installing SharePoint is a good thing -- but if you're not planning appropriately for the user interest -- you can be opening Pandora's box.


Categories: Professional | 1 Comment
 
Thursday, November 13, 2008

TechEd EMEA 2008: Quick Integration From SharePoint to Your Application

On Thursday (Nov 13, 2008), I'll be presenting a session titled "Quick Integration from SharePoint to Your Application" at TechEd EMEA. I wanted to provide a post that would provide access to all of the resources I mention in that talk. So here are those resources:

  • Design Your Web Site to be Search Friendly -- An older article on the keys to making sure that your web site can be searched by any search engine -- including SharePoint.
  • Using SharePoint Search to Find Information in Your Enterprise-- A web cast on how to use SharePoint Search to find information in your enterprise -- including applications. This web cast was developed for SharePoint Portal Sever 2003 -- but all of the concepts still apply today.
  • http://mssharepointdeveloper.com -- A wealth of free resources for learning how to develop in SharePoint
  • SharePoint Guidance on MSDN -- A set of guidelines for good development on SharePoint.
  • MOSS SSO Setup Step-by-Step -- A step-by-step guide to how to setup SharePoint SSO

Categories: Professional | 0 Comments
 
Tuesday, November 04, 2008

SharePoint and Locking up W3WP or STSADM

Recently I discovered a new an interesting way to lock up the W3WP process. I was trying to deploy a content type including a document template all in one feature. Because I was declaring fields (and a workflow too) I had to set the scope of the feature to Site. The problem is that files are supposed to be provisioned via <Module> tags -- in a Web scoped feature. I didn't think much about it until I realized that whenever I activated or deactivated the feature I'd lock up whatever process that was doing the work. So if I did it through the web W3WP would end up in an endless (or seemingly endless) loop. Similarly doing it from the command line caused STSADM to lock up.

So if you're locking up the worker process (as evidenced by 50% or 100% sustained processor utilization) you may want to make sure you don't have a <Module> tag in your Site scoped feature...


Categories: Professional | 0 Comments
 
Tuesday, November 04, 2008

TechEd EMEA Presentations - Connecting Office/SharePoint, Quick Integration

Several months ago I agreed to do two sessions at TechEd EMEA in Barcelona, Spain. I've been so busy that I've forgotten to post about them. Here's what I'll be talking about (and where):

 

Code

Title

Date/Time

Room

OFC205

Connecting Office Client, SharePoint Search and Workflow

November 14 10:45 - 12:00

Room 114

SharePoint is a powerful platform for managing information. In this session you'll see how you can leverage Quick Parts in Word to allow users to enter metadata without even knowing it. You'll learn how to leverage those metadata properties by converting them into managed properties and making them available on the advanced search page. Finally, you'll learn how to automate a process leveraging those same metadata properties in a SharePoint Visual Studio Workflow.

OFC204

Quick Integration from SharePoint to Your Application

November 13 13:30 - 14:45

Room 117

Do you need a quick way to add search to your application? Do you want to add document management including version control and check in/out? In this session you will learn how you can use SharePoint to add more robust features to your application and how you can use SharePoint to provide a central framework around your existing individual applications.

 

After TechEd EMEA I'll be spending a few days in Paris to visit a client, but I'll have some free time if there's anyone who lives in Paris who would like to connect.


Categories: Professional | 1 Comment
 
Monday, October 20, 2008

Speaking at Wisconsin SharePoint Users Group (10/21)

Tomorrow I'll be speaking at the Wisconsin SharePoint Users Group on "SharePoint for the Developer" -- I've got tons of content about how to get started with developing for SharePoint, we'll have some fun learning what SharePoint can do when you lift the cover and start writing code.

 

If you want to attend, the registration and location information are below. We'll be starting at 4PM.

Location:

N19W24133 Riverwood Dr,

Waukesha, WI 53188
(262) 446-5200

Please Register for this Event at: http://www.clicktoattend.com/?id=131945

Event Code: 131945


Categories: Professional | 0 Comments
 
Tuesday, October 14, 2008

Presenting Live: .NET Users of Fort Wayne

I'm quite literally showing the .NET Users of Fort Wayne group how to blog on SharePoint (with CKS:Enhanced Blog Edition)


Categories: Professional | 0 Comments
 
Tuesday, October 14, 2008

The SharePoint Shepherd's Guide for End Users - Screen cast Edition

I mentioned a month ago that we were encoding videos for the Screen cast edition of The SharePoint Shepherd's Guide for End Users. I'm happy to announce that we're done! I finished the video work and encoding yesterday. I thought it might be fun to share some statistics with everyone:

Number of Tasks

116

Total Time of All Videos

4 hours, 31 minutes, 48 seconds

Average Video Length

2 minutes, 20 seconds

Total Uncompressed Storage Size

280 GB

Total Size High Quality Video

783 MB

Average High Quality Video File Size

6.75 MB

Total Size Low Quality Video*

595 MB

Average Low Quality Video Size

5.1 MB

Tool's used (in order)

TechSmith Camtasia, Sony Creative Software Vegas Pro 8, Microsoft Expression Encoder

* Low Quality video is as low as I would allow it to go - it's still readable text even if there are some distracting artifacts.


Categories: Professional | 0 Comments
 
Monday, October 06, 2008

Patterns and Practices SharePoint Guidance

Over the past few months I've been honored to have the opportunity to help the Microsoft Patterns and Practices team. Last Saturday (10/4/2008), I was asked to pickup another session at Indy TechFest because of a last minute cancellation. I chose the topic of reviewing the P&P team's SharePoint Guidance. I've uploaded the deck I used in the session.

Basically, it walks through some of the key items that the P&P team have been working with to be able to provide guidance on how to develop with SharePoint. If you've not seen the progress they've made, go check out http://www.codeplex.com/spg.


Categories: Professional | 0 Comments
 
Sunday, October 05, 2008

Attitude for Weddings

I had the distinct pleasure of participating in the wedding of my eldest brother a few weeks ago. He's now married to a great woman. She's been able to help him bring his life into focus and as I said in a toast for them -- they bring out the best in one another. I honestly can't think of a better compliment for a couple in love -- that they bring out the best in each other.

Their wedding was beautiful. While I'm not a huge fan of Catholicism, I do appreciate the value of a wedding before Christ and in front of friends. Their reception was at the Edgar County, IL airport -- the same airport my brother operates an aircraft out of. They and the wedding party traveled from the church to the airport in a series of old cars including "The General Lee" -- a car that my brother has been restoring and enhancing for a few years now.

I certainly can't find fault in anything about the wedding itself, even with the rain that kept us inside the hangar and effectively eliminated the private air show they were going to do. I did, however, make an observation about how peoples' attitudes about weddings differ from one person to the next.

When I got married I was quite direct (perhaps too direct) with the guests at our rehearsal dinner. I told them that their responsibility was to help to ensure that Shelley (my wife) and I had the best day possible. They were encouraged to address minor family issues themselves. In fact, I was quite clear that only Shelley, the minister, and I couldn't be kicked out -- everyone else was expendable. Perhaps I was a bit heavy handed in that respect. The trick, was that I was clear in that I expected everyone to help us have the best day possible.

This is my core operating mode for other people's weddings. No matter who's getting married, no matter what's going on, I'm keenly focused on making the day as special as possible for the bride and the groom. That means being as selfless as possible. It means asking what they need. It means just being present in the same space as them -- while giving them space. It can mean ignoring my own desires or needs. It can also mean putting things in place so that when they're ready it's available.

My wife used to work as a wedding photographers assistant many years ago. In that work she carried a "wedding emergency kit" -- a kit that had all of the essentials that you might need should someone forget something, tear a dress, or have a problem. The kit includes duct tape (which apparently has held together more than a few wedding dresses) as well as pins, hose, etc. My wife put together for her new sister in law a kit -- so that their day could be the best possible.

I'm not going to presume to tell you how to approach the weddings you attend -- however, I can tell you that there is absolutely magic when enough people adopt this attitude. Problems like flowers that get broken are fixed. A lack of drinks is transformed into a plethora of options. Missing items just seem to appear. I invite you to see if you can make this kind of magic happen at the next wedding that you attend.


Categories: Personal | 2 Comments
 
 Next >>