HowTo: Custom SharePoint 2010 Deployment Configuration

A default SharePoint 2010 deployment has seven steps: it runs the pre-deployment command line, packages the WSP file, recycles the application pool, retracts the previous version of the solution, adds the solution, activates all features, and runs the post-deployment command line. This proces is fully customizable.

Creating a custom deployment configuration is not that difficult:

  1. Right click on your SharePoint Project. Click “Properties”. Click “SharePoint”
    SharePoint Deployment Configuration Settings

    SharePoint Deployment Configuration Settings

  2. Click “New” to create a new configuration.
    New Deployment Configuration

    New Deployment Configuration

By default your SharePoint Visual Studio 2010 Project Template comes with two predefined configurations: “Default” and “No Activation”. The two pre-configured configurations cannot be modified. The difference between these two is that “No Activation” does not contain the step “Activate Features”.

Different deployment configurations can be used for deployment to different environments e.g. deployment to a development  server or to a production server. Be sure to select the right configuration for the right environment!

That’s all, maybe until next time, happy Sharepointing!

HowTo: Create a teamsite in SharePoint 2010

Creating a teamsite in SharePoint 2010

Very important when working with site templates is knowing what SharePoint out-of-the-box can do for you and very often too much time and effort is spend building that which SharePoint already has. So before you start creating custom templates, check out the existing templates you’ll discover that they often have exactly what you require. That’s why in short I’ll explain what a team site can do for you and how you can create one.

A huge part of SharePoint is about collaboration. Collaboration can be achieved in many ways when using SharePoint. A very popular method to achieve synergy is to use one of the most well known templates that SharePoint 2010 contains: the Team site template. By default the team site contains a shared calendar which you e.g. can use to track important team events. It also contains tasks in which you can keep track of team tasks. You can assign tasks to team members, keep track of status and due date. Finally there is Team Discussion in which you can discuss team items in a very simple manner, it has reply options and also quoted messages.

How to create the teamsite

  1. Navigate to the site which you chose to hold your new teamsite.
  2. In the left upper corner, click “Site Actions”, next click “More Options”. Under “Filter By:” click “Site”.
    Creating a team site

    Creating a team site

  3. Click on the “Team Site” template and fill in an appropriate title. You also get to choose the site url from which you can directly access the new team site.   If you want to save some time, click “More options” it allows you to set permissions and navigation options right away.
    Creating a team site

    Creating a team site

  4. When done, click create and SharePoint will create the site for you.
To get a better understanding of the different SharePoint templates visit this site, it hosts a bunch of movies for all built-in templates and shows you the different possibilities. If you want even more, this site is also a good resource for the different site templates that SharePoint boasts. 
That’s all there is to it, happy SharePointing!
 

SharePoint versions 

  • SharePoint 2010 Foundation
  • SharePoint 2010 Standard Edition
  • SharePoint 2010 Enterprise Edition
  • SharePoint 2010 Online (Office 365 Edition)

Permission level

  • Full Control

HowTo: Create a Content Type in SharePoint 2010

Audience

This post is for SharePoint beginners. In a previous post I explained how to create a site column. Site columns can be re-used in lists and they are also used when creating content types. A content type is used to define a SharePoint entity. It can, in a way, be seen as a meta data template which defines which data is stored and how it is stored. A custom content type always inherits from another content type, this can be a built-in type or a previously created custom content type. When creating a content type, you select a content type group and from this group you select the parent content type. The newly created content type inherits all properties from the parent. After this you add site columns and you’re ready to go.

Before you go and start creating content types, assure yourself that there is no built-in content type that fits your needs.

Creating the Content Type:

  1. Navigate to the root of the site collection in which you want to create your content type.
  2. In the upper left corner click “Site Actions” and then click “Site Settings”.
  3. Under “Galleries” click “Site content types”.
    Creating a content type

    Creating a content type

  4. This opens an overview of existing “Built-in” content types as-well as previously created content types. To create a new content type, click “Create” in the upper left corner.
    Creating a content type

    Creating a content type

  5. After clicking “Create”, a window opens in which you can create a new content type. After picking an appropriate name and describing your new content type, you have to pick a parent content type. First pick the appropriate category and then pick the actual parent. Your new content type will inherit all columns from this type. Finally you get to pick the category in which the new content type is placed.
    Creating the new content type

    Creating the new content type

  6. When done, click “OK” to create the new content type. When done you will be taken to the content type details window in which you can see how you content type is built up. This of course is also the place where you add columns to your new content type. How to add these columns can be seen in my article about site columns. You can only add site columns to a content type.
That’s all there is to it. Until we meet again. Happy SharePointing!
 

SharePoint versions 

  • SharePoint 2010 Foundation
  • SharePoint 2010 Standard Edition
  • SharePoint 2010 Enterprise Edition
  • SharePoint 2010 Online (Office 365 Edition)

Permission level

  • Design
  • Full Control

HowTo: Set permissions on a list in Sharepoint 2010

If you want to be in control of which user can access certain data you need to set permissions. Individual permissions are kept together in permission levels. So permission levels are in a sense containers which hold sets of permissions which can be assigned to users. By default security permissions are inherited from the container or parent object. you can set unique permissions by breaking this inheritance and assign the permission which you require.

Setting permissions  for a list

  1. Navigate to the list for which you want to set certain permissions.
    Editing list permissions

    Editing list permissions

  2. Click on the list permissions icon, you’ll get an overview of the current permission settings.
  3. To set permissions you first have to break the inheritance. Breaking the inheritance does not remove the current inherited permissions, this setting ensures that new permissions on the parent object will no longer be inherited. Any permissions you don’t want, must be manually deleted, which can be done from the current view. To break inheritance click “Stop Inheriting Permissions”
    Breaking permission inheritance

    Breaking permission inheritance

  4. Next click yes in the confirmation pop-up.
    Confirm breaking permission inheritance

    Confirm breaking permission inheritance

  5. The inheritance is now gone, so new permissions set on the parent will no longer apply to this list.
    Inheritance broken

    Inheritance broken

  6. So again any permissions set until now, will still be apply, you can remove any that no longer apply. The next step is to add the new permissions. Click “Grant Permissions”. This will open a pop-up in which we can assign new permissions.
    Setting a new permission

    Setting a new permission

More specific details on the permission levels can be found here.

That’s all there is to it. Good luck and till next time, until then, happy SharePointing.

SharePoint versions 

  • SharePoint 2010 Foundation
  • SharePoint 2010 Standard Edition
  • SharePoint 2010 Enterprise Edition
  • SharePoint 2010 Online (Office 365 Edition)

Permission level

  • Design
  • Full Control

HowTo: Create a Site Column in SharePoint 2010

This post is for SharePoint beginners. When creating custom lists or customizing lists based on the default templates, you often add columns. If you want to re-use these columns you can choose to create site columns, these are re-usable.

Why and when to use site columns

Some columns you add to your lists might be unique, unique in your organisation, or unique in your project. As some columns may be unique, others can have multiple occurrences within you organisation. When columns have more settings and options to it and in that way can become relatively complex, when this occurs it might be handy to re-use these columns. This has several advantages. It saves you time, time in creating them and perhaps time in testing them. It also ensures that every different list, has the same way of displaying and functioning of the site column.

How to create a site column

  1. Navigate to the top level site of the site collection in which you want to use the site column. The site column will only be shared in the site collection and its children.
  2.  In the upper left corner click “Site Actions” and then choose “Site Settings”. Next, under ” Galleries” , click “Site columns”.
    Creating a site column: Menu

    Creating a site column: Menu

  3. On the page that is displayed, a list with all existing site columns is displayed. Click “Create” to create a new site column.
    Creating a site column: Column list

    Creating a site column: Column list 

  4. This opens a page which looks familiar if you have create a list column before, or maybe you’ve seen it reading my post about creating a custom list. When all the properties of the site column are set to fit your needs, click “Ok” to create the site column.
    Creating a site column: Existing site columns

    Creating a site column: Existing site columns 

  5. After creating the site column we of course also want to use it. The first time I tried to, it took me some time to find where I could do that. In the site collection where you created your site column, either create a new list, or use an existing one. Click on the list. In the Ribbon, make sure that under “List Tools”, List is selected (click it). Then, in the Ribbon, click “List Settings”.
  6. Scroll down to “Columns” and click “Add from existing site columns”.
    Adding a site column to a list: Menu

    Adding a site column to a list: Menu 

  7. Add the column to the list and presto, we’re done.
    Adding a site column to a list: Adding the columns

    Adding a site column to a list: Adding the columns 

SharePoint versions 

  • SharePoint 2010 Foundation
  • SharePoint 2010 Standard Edition
  • SharePoint 2010 Enterprise Edition
  • SharePoint 2010 Online (Office 365 Edition)

Permission level

  • Design
  • Full Control

More to read

I can imagine that you might want to know even a bit more on site columns, as this article is only about creating a site column. I recommend you read this article, it elaborates about the basics and theory surrounding site columns and content types. If you want to know hot to create a content type, read my article about creating content types.

Thats all folks, for now Happy SharePointing and untill next time.

HowTo: Create your own SharePoint list in SharePoint 2010

Audience

This post is for SharePoint beginners. If you need to store data in Sharepoint and the default list templates don’t offer the options you need, then you’ll probably want to create a custom list. This post shows you step by step, how to create a your own list, I’ll also show you some of the different column types and the options they offer.

The SharePoint list

As I said in one of my other posts, the list is one of the core components of SharePoint. SharePoint has a number of list templates ready to use:

  • Announcements
  • Calendar
  • Contacts
  • Discussion Board
  • Issue Tracking
  • Links
  • Project Tasks
  • Status List
  • Survey
  • Tasks

But what to do if there is nothing there that fits your needs?  Then you create a custom list.

How to create a custom list:

  1. Navigate to the site on which you want to create the custom list.
  2. In the upper left corner click “Site Actions” and then “More Options”.
  3. Under “Filter By” choose list, for category choose “Blank & Custom”.
    Creating a custom list

    Creating a custom list

  4. On the right hand side of the popup “Create”, click “more options”. By default you can only choose a name, now you can also give your custom webpart a description and choose whether or not to have it displayed in the “Quick Launch” menu (by default on the left on your site). Fill in an appropriate name, a description and click “Create”.
    Creating a custom list: More Options

    Creating a custom list: More Options 

  5. Once the list has been created SharePoint will take you to the list view. The new list has one default column named “Title”. So now we want to add some columns. Choose “Create Column” from the ribbon. 
  6. In the “Create Column” screen, we can set a “Name and Type”, set “Additional Column Settings” and, if we want to provide column validation, to guide a user to input valid data.
  7. In the first column I chose “Applicant” as the column name. For the type I chose “Single line of text”. For “Description” I entered “The budget applicant”. With “Require that this column contains information” I chose yes, it enforces that the end-user enters a value for this field. I left maximum number of characters at 255. We can supply a “Default Value” this is the initial value of the field. We can choose to add the field to the “default view”. a list can have different views, a view is the way that the list is displayed. If you do not add a field to the default view then by default it is not displayed. This is only in the list mode, so you do see the value when adding or editing an item. I did not add any column validation. Now we can click “Ok” to add the column to the list.
    Creating a column: Single line of text

    Creating a column: Single line of text

  8. After the first column, I created a second columns with the “Currency” type. This column type has a built-in validation for min. and max. value.
    Creating a column: Currency

    Creating a column: Currency

  9. For the third column I chose a “Person or Group” type. it lets you choose whether to pick only “People” or “People and Groups” and it also enables you to pick a certain group or “All Users”.
    Creating a column: People or Group

    Creating a column: People or Group

    Creating a column: Options for Group

    Creating a column: Options for Group

  10. Another type I used in this example is the “Choice” type. It creates a  “Drop-down menu”, “Radiobuttons” or a “Checkboxlist” in your SharePoint list from which the user can choose a value. You have the option to set a default choice and whether or not to enforce the given choices or allow typed values.
    Creating a column: Choice

    Creating a column: Choice

    Creating a column: Choice options

    Creating a column: Choice options

  11. A few other options I do want to show (I did not actually add them) are the “Lookup” field, it lets you use another list to pick an Item from. For that item you can decide which fields of the referenced list to display in your own list.
    Creating a column: Lookup field

    Creating a column: Lookup field

    When adding a “Lookup” field the Relationship part is very important, it defines how to work with deletion. What happens when the item referenced by this list is deleted in the referenced list. When choosing to “Enforce relationship behavior” you have 2 choices, either go for “Restrict delete” which as it says restricts the delete on the referenced list, or go for “Cascade delete” which deletes the item from the referencing list (the list you just created).

    Creating a column: Lookup field relationship

    Creating a column: Lookup field relationship

  12. To connect to external data you can use the “External Datatype”, this only works if you have Business Data Connectivity enabled and created an External Content Type for the data you want to use. I plan to write more on this in future articles.
    Creating a column: External Data

    Creating a column: External Data

  13. When we’re done creating the list, the “New item” form, will look something like this:
    Form: New Item

    Form: New Item

SharePoint versions 

  • SharePoint 2010 Foundation
  • SharePoint 2010 Standard Edition
  • SharePoint 2010 Enterprise Edition
  • SharePoint 2010 Online (Office 365 Edition)

Permission level

  • Design
  • Full Control

Ok so that’s it for now, Happy SharePointing.

HowTo: Create and Delete a SharePoint list

Audience

This post is for SharePoint beginners. One of the core elements of SharePoint is the list. A list in SharePoint is like a table in a database or a sheet in Excel. So basically any data you want to store in SharePoint you store in lists. Lists can be created using a template which give you predefined columns and list settings or you can design a list by creating a custom list.

Steps to create a list:

  1. Navigate to the site on which you want to create the new list (you must be in the right role to do this e.g. “site owner”).
  2. Click “Site Actions” in the upper left corner.
  3. Choose “More options”
  4. The “Create” screen appears.
    Create Screen SharePoint 2010

    HowTo Create a List

  5. In the “Filter By” menu select “list”.
  6. Choose the template that fits your needs.
  7. On the right hand side of the screen, type a name that describes the list and click “create”.
Alternative route:
Replace step 2 in the above instructions by clicking “Lists” in the Quickstart menu on the left of your site. You’ll get an overview of all the existing lists. In the upper left corner of this screen there is a “create button” this will also open the Create menu.
 
Congrats, you’ve just created a list. The list can now be found in the Quickstart menu on the left of your site.
 
Ok, so we’ve created a list, the next step is to delete a list. Deleting a list might not be something you will be doing on a daily basis but when you are learning SharePoint it can be a handy little thing to know as you’ll probably be adding several lists for testing purposes.
 

Steps to delete a list:

  1. Navigate to the site on which hosts the list which you want to delete (you must be in the right role to do this e.g. “site owner”).
  2. In the Quickstart menu (on the left of your site) click on the listname of the list you want to delete.
  3. By clicking the list in step two the Ribbon contect menu called “List Tools” wille be displayed (make sure the “List” option is selected, in the dark blue bar in the top of your window)
    Ribbon List Tools context menu

    Ribbon

  4. In the Ribbon choose “List Settings” this opens the list settings menu.
  5. The list settings menu shows a lot of properties and options, choose “delete this list” in the “permissions and management” category (located somewhere in the center of your screen).
    List Settings Deleting a list

    List Settings Deleting a list

  6. Confirm that you want to “move the list to the recycle bin” which, of course, sends the list to the recycle bin.
The recycle bin is very much like the recycle bin in Windows, it holds all your deleted items, it is located in the Quickstart menu, clicking on it gives you the option so recover deleted items or permanently delete them.
 

SharePoint versions 

  • SharePoint 2010 Foundation
  • SharePoint 2010 Standard Edition
  • SharePoint 2010 Enterprise Edition
  • SharePoint 2010 Online (Office 365 Edition)

Permission level

  • Design
  • Full Control
 
This concludes this HowTo. for now Happy SharePointing, live long and prosper.