Download the Print Dashboards Web Part for BrightWork

Many Project Managers would like a fast and convenient way to print a hard copy of a Project Dashboard. The link further down is a download to a custom web part to help print dashboards. The web part can also be useful to create a PDF so it can be emailed to other Project stakeholders. Here are instructions on deploying a Web Part for achieving this. Instructions for Installing Download and unzip the Web Part (.dwp) file to your local computer Navigate to the Dashboard that you want to use the web part. Click the Page Ribbon and click Edit Page In the Top Row Zone, click “Add a Web Part” Click “Upload a Web Part” Browse to where you stored the .dwp file Click “Upload” When the web part is uploaded, add it to the Top Row Zone When done, click “Stop Editing” When you click the button, it should open your browser print controls

Locate the Internal Name of a Column

If you want to add a column to the BrightWork Report Definition File, you need to know what the internal column name is and this is not the common name that you see in the form. Here are three ways that you can locate what the internal name of a column is without going into SharePoint Designer. Properties Browse to the list or library in BrightWork For a list, click on List \ List Settings For a library, click on Library \ Library Settings Under the “Columns” section, right-click on the column that you want to find the internal name and select  “Properties”. On the “Address (URL)”, if you scroll to the end of the name, you will see the Field= and then the internal name – in this example the internal name is FinishDateActual Address Bar Browse to the list or library in BrightWork For a list, click on List \ List Settings; For a library, click on Library \ Library Settings Click on the name of the Column under the Columns section Up in the address bar, scroll to the end. You will see Field= and then the internal column name. In this example, the internal name is Status Column Visibility Settings…

Save a BrightWork Template as a Windows Solution Package

Perhaps you have a created a SharePoint Site and now wish to store this SharePoint Site template locally as a back-up, or to transfer from one environment to another. For BrightWork Site Templates created in SharePoint, there are a few extra steps which I’ve outlined at the end that need you need to include as part of the downloadables. A SharePoint solution package or Windows Solution Package (.wsp) is a compressed file that holds the site information.  The steps below outline how to download a BrightWork Site or Template using Windows Solution Packages and not entire site collections or project offices. Site collections or project office exports would need to be done individually on a site by site basis or be using additional tools. Create a Windows Solution Package Browse to the site that you wish to create a  Windows Solution Package for Go to Site Settings   Under Site Actions, click on Save site as template   Enter the details of the Windows Solution Package. Include the site content as well to pull over any pre-configured information contained within the BrightWork template. Click OK.   After a few moments, a new screen should appear that the operation has completed successfully.   Download the Windows…

Reuse SharePoint Lists and Libraries

It is possible to share lists and libraries in SharePoint one template to another. To reuse SharePoint Lists and Libraries is very helpful if you want to evolve your project management process to a project site. Perhaps you are using our the BrightWork Project Standard (middle-of-the-road project management) template to manage your projects without the need for MS Project Professional on your desktop. Then you see the Change Request list that lives in the Project Structured template (which does require Microsoft Project) and think “I’ll have that”! Here are the steps to reuse and share lists and libraries in SharePoint and add an extra piece of the process to your project management using the Change Request list as an example.   Create a List Template In the Project Structured template, click on “Change Requests” on the quick launch. Or navigate to whichever list you would like to reuse. Click on “List” and “List Settings”. Under the “Permissions and Management” section, select “Save List as a Template”. Fill in the details for the template. I also like to pop in the date in the description when I want to do some housekeeping in the future. Tip! If you would like to include the content in…

Use SharePoint Promoted Links to Display Project KPI’s

If you are managing projects from a vanilla SharePoint site, or perhaps you are using one of our free project management templates, you may wish to have your KPI’s front and centre on your project site. You could Use SharePoint Promoted Links to display Project KPI’s through some simple steps. For this example, I am going to add a RAG on my project homepage on a SharePoint Online site. This solution will work on a SharePoint 2013 or 2016 on-premise solution too – all using SharePoint Promoted Links!. 1. Upload Images I have created some images to use for the SharePoint Promoted Links that you can download from here. If you go with your images, I would recommend the same naming convention for the process outlined in this blog to work. I also suggest uploading the images if possible to a central location e.g. the top of the site collection, so you don’t have to repeat the upload on a site per site basis. However, if you don’t have access, that’s no problem! For the site where you wish to add the images: Browse to Site Contents Create a new document library Name the library “KPI Image Repository” Upload the images to the “KPI…

Quick Edit on a List Displays an Error when Saving

While we aim for our migrations from one version of SharePoint to the next to be as seamless as possible, on occasion, there can be the odd hiccup. Some customers encounter the issue whereby the quick edit on a list is not saving correctly, even though all columns appear to be visible or not marked as mandatory.   Situation After migrating from SharePoint 2010 to SharePoint 2013, some lists will no longer allow the Quick Edit feature to save the end users makes changes to the list. An error message will appear “You need to fix some problems before we can save your changes”, but there are no causes for the errors evident. Cause Some fields that are hidden may be marked as required.   Quick Edit – Fix Browse to the list that is causing the issue. Click on “List Settings” in the ribbon Go to “General Settings\Column visibility settings (BrightWork)“ Untick the box “Hide from Forms and Views”. If you know the column that is causing the error, then you only need to mark that one. Otherwise, all will need to be unticked. Note the columns that you have changed as you’ll need to revert these back. The column(s)…

Sync SharePoint Task List to Microsoft Project FAQs

When working with our customers, many are interested in using the Sync SharePoint tasks list feature available within SharePoint. However, there are few points to note when looking to implement the SharePoint – Project sync that I always like to emphasise. Version When looking to do the sync, it needs to be Microsoft Project Pro and match (or higher) than the SharePoint version you are running. You can find your MS Project version by launching Microsoft Project and viewing the “Account” information. Assigning Tasks The “Assigned To” in SharePoint and “Resource Name” must be a type ‘Person or Group’. Otherwise, the sync won’t work. I have seen a few occurrences where the if you enter a name into the “Resource Name” field in Microsoft Project and AD can not find it as a Person or Group, it will display the following error message: “This is either because the tasks list is in read-only mode, or because this task has a column that requires a unique value”. For this reason, I recommend using SharePoint to populate the resources assigned to a task in the task list for the first time. Browser It is best to use Internet Explorer when using sync…

Microsoft Project sync issues: December 2016 and January 2017 KBs

Recently, we have identified that two recent KBs (December 2016 –KB3127978 and January 2017 –KB3141470) released by Microsoft for Microsoft Project 2013 have caused synchronization issues. Essentially, what occurs during task synchronization is either Microsoft Project will hang and become unresponsive or the end user will receive an error message that the SharePoint site is in read-only mode or that you have insufficient privileges. The issue was initially reported to us by a handful customers and we have found that, in testing, rolling back these two KBs corrects the issue. Until Microsoft introduces a fix for the above, we recommend that any customer who is experiencing this issue to uninstall both KB3127978 and KB3141470 from ‘Programs and Features – View Installed Updates in your Windows Control Panel. We hope this is helpful. Please let us know if you have any questions or need further assistance by contacting BrightWork Support.

Which version of SharePoint 2013 is right for you?

Having multiple versions of SharePoint 2013 available to you can be an overwhelming obstacle in terms of deciding which one is best. You’ve Foundation, Standard and Enterprise available to you. Depending on how vast of site deployments you are looking to roll out, below is a feature comparison chart to help you decide which is best for you. Developer features Foundation  Sandard Enterprise Access Services No No Yes App Catalog (SharePoint) No Yes Yes App Deployment: Autohosted Apps No No No App Deployment: Cloud-Hosted Apps No Yes Yes App Deployment: SharePoint-Hosted Apps No Yes Yes App Management Services No Yes Yes BCS: Alerts for External Lists No Yes Yes BCS: App Scoped External Content Types (ECTs) No Yes Yes BCS: Business Data Webparts No Yes Yes BCS: External List Yes Yes Yes BCS: OData connector No Yes Yes BCS: Profile Pages No Yes Yes BCS: Rich Client Integration No No Yes BCS: Secure Store Service Yes Yes Yes BCS: Tenant-level external data log No No Yes Browser-based customizations Yes Yes Yes Client Object Model (OM) Yes Yes Yes Client-side rendering (CSR) Yes Yes Yes Custom Site Definitions No Yes Yes Custom Site Provisioning No No Yes Developer Site No No…

Removing a Windows Update

Sometimes a Windows update can interrupt normal use of their products like the Sync with SharePoint feature in Office   Press Win + X and select Programs and Features from the task bar menu Click View Installed Updates Scroll through the updates until you find the application you wish to remove the update from Under the application name, find the offending update by referencing the KB number Right click the update and select Uninstall You may be required to restart your machine  

An exception of type System.Data.SqlClient.SqlException was thrown.

Symptoms: When trying to run a PSConfig or the SharePoint Configuration Wizard the following error occurs: An exception of type System.Data.SqlClient.SqlException was thrown. Cause: This error can occur if you are using a port other than the default port to connect to the SQL database server. Resolution: You will need to set up an alias connection to the SHarePoint server. You can read the details of this issue and its resolution here.

Using OneNote with BrightWork

Symptoms: When creating a Project site from a template with a OneNote notebook in a document library, the OneNote does not copy over. Cause: OneNote is a collaborative document. SharePoint features such as Versioning or requiring Check Out are causing issues with creating the OneNote document. Resolution: In the Library Settings -> Versioning settings, turn off Versioning, requiring Content Approval and requiring the file to be checked out. If you require these features for other documents in a Document Library, create a new single purpose Document Library to store the OneNote files.

Bug found in November 2014 CU affecting list views

Issues Behaviour When viewing lists with a (linked to item with edit menu) item, the view will show a TypeError:Unable to get property ‘replace’ of undefined or null reference error. Cause This issue only occurs if you are running the November 2014 CU (Build Number 15.0.4667.1000). Resolution You can resolve this issue by updating your SharePoint farm to a later CU. If you need a more immediate fix you can remove the (linked to item with edit menu) from the view. In most cases you can replace this with a (linked to item) column with the same data.   You can read more about this issue here.

Finding your SharePoint Build Number and CU level

As well as fixes, new SharePoint updates can often break things or make things work unexpectedly. Because of this, it is important to be able to determine what updates are installed on your server. The following steps will let you know how to do this. Through Central Admin: Open Central Admin Click Systems Settings Click Manage servers in this farm Beside Configuration database version you will see the build number Make note of the build number Open the following page Cross reference the build number with the CU level Through PowerShell: Open the SharePoint Management Shell Enter the following cmdlet (Get-SPFarm).BuildVersion Make note of the build number Open the following page Cross reference the build number with the CU level

Should I upgrade BrightWork 15.3 Preview to BrightWork 15.3 Full Release?

Customers running BrightWork 15.3 Preview version can upgrade to the full release of BrightWork 15.3 if you deem it worthwhile. To help you decide if it is worthwhile for you or not, we have listed the main changes applied to the full release below. NOTE that there is no need to run the ‘psconfig’ step of the upgrade if you already have the preview kit installed. UPDATE: November 3rd 2015 BrightWork now recommends upgrading to the full release to address an issue using the new Edit Manual Metrics dialog. In releases prior to the release made available on November 2nd the ‘Apply Metric Value to’ field is not being reset to blank when using the Edit Manual Metrics when it should be. Important changes applied to the full release of BrightWork 15.3: The out of the box report called “Current Project Status Report” does not map the “Current Finish” date column from the new Project Status Report list correctly To fix it is recommended that you upgrade to the full release of BrightWork 15.3 To workaround the issue you can manually update the report in the Gallery folder in the BrightWork Reporter library Other changes applied to the full release…

Adding Project Sync to a task list outside of Project Structured

Sometimes you may want to use Microsoft Project Professional with a template other than the Structured Template. This can be done, by following the steps below. Open the site or template you want to add task sync to Click on Task Update In the SharePoint ribbon, click List -> List Settings Create a single line of text column called MilestoneSync Click on MilestoneSync and rename it to Milestone (Sync) Click on the Milestone column and select Delete Create a new Milestone column with the following details Column Name:   Milestone Column Type:     Calculated Column Column Calculation:  =IF([Milestone (Sync)]=”Yes”,TRUE,FALSE) Return: Yes/No Obtain a copy of the .mpp file (note: you must be running BrightWork 15.3) If you have not done so already since installing or upgrading, create a Project Structured site. On the Structured Template site, navigate to Site Contents ->Site Assets Download a copy of the BrightWork – Project Structured Sync item. Upload the .mpp file to the Site Assets folder on the Standard site or template you wish to add Project Sync to On the Standard site, navigate to Site Contents ->Site Assets From the ribbon, select Files -> Upload Document Click Browse and find the .mpp you just downloaded to the site. Open…

Common BrightWork Install Issues

PowerShell Command stuck on Initializing Issue: PowerShell command keeps repeating the Initializing… prompt for longer than 4 minutes Probably Cause: Timer Job has stopped on one or more server Fix: Leave the shell window running On each server: Press the Windows key + R Type services.msc Find the SharePoint Timer job, right click and select Start, if the option is available PSConfig Issues There are several issues that might come up in the PSConfig. Most of these are unrelated to BrightWork and relate to pending issues on your SharePoint Server. In most cases you can continue with the install. Here are some issues you could encounter.  Issue: After the PSConfig, my SharePoint sites are down. Probable Cause: The IIS services are down. Fix: Open the Command Prompt as an administrator Type IISRESET Once the IISRESET is complete try accessing the sites again Issue: The sites are still down after the IISRESET Probable Cause: The IIS sites or application pools are down Fix: Open the IIS Manager Expand the server in the left pane Expand Sites For each site: In the left pane, click on the site In the right pane, click Start or Restart Click Application Pools For each SharePoint…

Error Opening Tasks List from ribbon option in Project 2013 using Windows 7/8

Some of our customers have begun to experience the following error(below) when attempting to  open a project tasks list (171) in SharePoint 2013 from the ribbon tool bar option “Open with Project”. If the client machine your using to access the site is using Windows 7 and IE 11, your sure to set this issue. This is not a problem specific to BrightWork or BrightWork site collections. You will find when you test that this can be reproduced in an OOTB team site and tasks list. It a known Microsoft bug and a solution is currently being worked by their product teams. Interestingly it also affected Office365 and Microsoft found a solution there. There are two known workarounds that can be used until Microsoft come up with a permanent solution. Error “This operation requires that Microsoft Project Professional 2013 is installed.”         Workaround 1. – Run IE in IE 9 or lower compatibility mode The compatibility mode setting gets reset when Internet Explorer is closed and you will have to go through the below steps each time IE is re-launched. Here are the steps on how to do that: In IE10: In Internet Explorer press the Alt key, which will…

MS Project 2013 Error: Sorry, we were unable to open your project!

While attempting to open a BrightWork Structured template tasks list(171) in SharePoint 2013 with Ms Project Professional 2013 using the ribbon option, “Open in Project”, you may receive the following error message. Sorry, we were unable to open your project. Please try again. If this happens again, contact your administrator. Cause BrightWork tasks lists are linked to a custom mpp file(Project file), and these files contain a built in macro(code). The above error is a security warning that recognises the file contains a macro and prevents you from opening it until you tell your browser to trust the source site. This can be hard to troubleshoot as non BrightWork tasks list will operate normally as their mmp files do not contain a macro. Following the below steps will help you resolve this issue quickly. Resolution – Make your site trusted Adding your site to the Internet Explorer Trusted Sites will stop these error messages and allows you to maintain the same username and password over multiple sessions if you so wish. To add your site to the Internet Explorer Trusted Sites list: Open Internet Explorer and navigate to your BrightWork site collection home page. Click Alt on your keyboard. Click Tools | Internet options. Click the Security tab,…

How to save a list as a list template

Navigate and enter the list you want to save as a template. Click on List on the ribbon and then List Settings. Under Permissions and Management in the centre column of settings, find and click Save list as Template. Note: that not all lists types are exportable. Give the template a File and Template name that will easily identify it. Choose include content if appropriate and finally click ok. You will see an Operation Successful screen, now click on the List Template Gallery link. Note: The list template gallery lives on the root of your site collection within site settings. If your objective is to export the list to a different machine or share it with someone else, you can easily download the list from the gallery by clicking on the list title. A download popup will appear, save to an appropriate location on your local machine. Note: the import process is the opposite operation. Once you upload your template to the list library it will be available as an APP / List in any site in the site collection.

Bug found in March/April 2015 CU affecting Quick Edit task list views.

Today we have identified a bug affecting the use of the Quick Edit (Datasheet) view. If the following is true, the user will no longer be able to save their changes and have the potential of losing the data from their last attempted edit: 1. If the March 2015 CU is installed on SharePoint 2013 environment. 2. If a tasks list(tested using 171 list type) contains more then 30 items before editing. 3. If the user is attempting to add or edit more then one line item(task) in one editing session. Issues Behaviour If I were to add three tasks items one after another, items 30 – 32(32 being the 32nd item in the list), we see two interesting pieces of behaviour. Firstly the progress wheel on the left of the task you just edited(item32) just spins continually never to complete. Secondly, the “Complete” column changes from a check box to a “No”. I feel this is a good lead to investigate the root cause. This is because its the first change in behaviour we see as we pass from item 31 down to item 32. See Screenshot. The only workaround we found is to only edit one line item…

Adding a custom list to the Projects and Work Tracker

The Projects and Work Tracker allows you to track multiple projects from a single Project site. The template comes with a task list and an issues list. You may want to add another list to the site. Please see the steps below to see how this is achieved. Steps: Create your custom List Click List -> List Settings Add a lookup column Name it bwProjectItemID (This will be changed later) Select Projects in the Get Information from: dropdown Check the Enforce relationship behavior box Click OK Click on the column in the list of columns Change the name of the column to Project Now you need to add the list to the report page In the SharePoint Ribbon, click Page -> Edit Page Click Add a Web Part Select you custom list Click Add  

Issue: Cannot edit or update some nodes in the Quick Launch

Symptoms: When trying to update a Quick Launch link on a BrightWork site the URL is greyed out and cannot be updated. When trying to edit a Quick Launch Link on a BrightWork site with Javascript you get an error. In both cases it is impossible to edit the elements of the Quick Launch. Cause: Greyed out entries can be caused after the migration of a site from one server to another. Javascript cannot be entered into Quick Launch items since SharePoint 2013 Resolution: In cases where you cannot edit the Quick Launch through the UI, it is still possible to make changes with PowerShell. There are two methods for doing this. Log on to your SharePoint server and open the SharePoint Management Shell. Use the following PowerShell. Note you do not need to set both the URL and Title if you only plan on changing one item. $web = Get-SPWeb $qlCurrentNodeName = 'Current Node Name' $qlNewNodeName = 'New Node Name' $qlNewNodeURL = 'New URL or JavaScript Data' $ql = $web.Navigation.QuickLaunch.Children | Where { $_.Title -eq $qlCurrentNodeName } $ql.Title =$qlNewNodeName $ql.URL = $qlNewNodeURL $ql.Update() An alternative method can be used if the above method doesn’t work. This one requires…

How to provision a BrightWork sub site using the BrightWork API

Problem Description A BrightWork customer is using the BrightWork API and wishes to create a sub site. The code below outlines the steps to generate a sub site. Please modify this sample code where appropriate. (Note: This is a working sample and has not been tested for a production environment.) Code Overview Generate a helper method (SampleCreateProjectFromTemplateInBrightWorkSiteCollection) and set the values for the new Sub Site. The sequence of steps is broken down into 4 using statements. Create the new Site Bind to the Template Area Bind to the Projects Area web or parent web Bind to the Template web Sample Code /// <summary> /// Standalone helper to create BrightWork subsite (Sample Site B) /// </summary> private void SampleCreateProjectFromTemplateInBrightWorkSiteCollection() { // string siteUrl = "http://sampletestsite/sites/samplesiteA"; string newProjectWebName = "samplesiteB"; string newProjectTitle = "Sample Site B Title"; string newProjectDescription = "Sample Site B Description"; uint newProjectLcid = 1033; bool useParentTopNavigation = true; bool addToParentTopNavigation = true; bool addToParentQuickLaunch = true; string templateUsed = "Lite"; string parentWebServerRelativeUrl = "http://sampletestsite/sites/samplesiteA "; string templateName = "lite"; //Create the SPSite using (SPSite spSite = new SPSite(siteUrl)) { //Bind to the templates area web using (SPWeb templatesAreaWeb = this.BindToTemplatesAreaWeb(spSite)) { //Bind to the projects area web…

Should I upgrade BrightWork 15.2 Preview to BrightWork 15.2 Full Release?

Customers running BrightWork 15.2 Preview version are recommended to upgrade to the full release of BrightWork 15.2 especially if you are using the new Project Request Manager features. To help you decide if you need, or want, to upgrade to BrightWork 15.2 Full Release we have listed the main changes applied to the full release below. NOTE that there is no need to run the ‘psconfig’ step of the upgrade if you already have the preview kit installed. Main changes applied to the full release of BrightWork 15.2: Project Request Manager: Configuration Process page, create project columns mappings are no longer copied in a Template Design Sync. Recommendation: Recommended as this could impact on customers using Project Request Manager and Template Design Sync Project Request Manager: Users with minimum permissions can now create a project site. Recommendation: Recommended for any customer that uses permission levels to determine who is allowed to create project sites from a project request Other changes applied to the full release of BrightWork 15.2: Projects and Work Tracker: Now has one ‘Links’ list only. Recommendation: Low risk, only of interest to customers that want to use the hidden link list Project Request Manager and Projects and…

User with full control cannot create sub sites or projects

Lately we had a customer who’s SharePoint environment suffered from a strange access denied error, when a user with full control tried to create sub sites in the site collection. Each time these users tried to create either a project or team site they got “Sorry, you don’t have access to this page” or “Access Denied”. Symptoms: Each time these users tried to create either a project or team site they got “Sorry, you don’t have access to this page” or “Access Denied”. It appeared SharePoint was ignoring the full control access permission(owners group). User with site collection administrator permissions could create subsites. New site collections on the same web application operated normally without this issue. Investigation: We started by activating verbose ULS logging on the SharePoint server. Users then attempted to create sub sites and we pulled the logs for this time. We first noticed “Access is Denied” error messages within the ULS logs. A number of lines above this “Access is Denied” event it stated that an UpdateField request was being performed on a list identified at that time as c442bc26-f509-4ec7-9da0-a8fe0234924e. Here is that event. SPRequest.UpdateField: UserPrincipalName=i:0).w|s-1-5-21–4218016322-16051, AppPrincipalName= ,bstrUrl=http://server/sites/name/team ,bstrListName={E8F681E0-C8AB-4454-9C52-376AADCB7112} ,bstrXML=<Field Type=”TaxonomyFieldTypeMulti” DisplayName=”HashTags” StaticName=”HashTags” Name=”HashTags” ID=”{333b1bc2-0532-4872-96f1-bbbdead35a56}” Description=”Some description” SourceID=”{2e9ba01e-b042-49ce-8993-e16635268252}” List=”{c442bc26-f509-4ec7-9da0-a8fe0234924e}” WebId=”18b250fa-8e7f-4410-806d-   We…

SiteFeedFeatureReceiver Error

Symptoms: When creating a new BrightWork Site Collection you receive the following error. SiteFeedFeatureReceiver: can only be enabled in the same farm where MySites are deployed. This error is also visible in the ULS logs when creating a Project Template on a BrightWork Site Collection. * This error only applies to SharePoint Server 2013 and should not occur on a SharePoint Foundtion deployment. Other Issues not related to BrightWork: When trying to activate the Site Feed feature on a SharePoint site (like a team site, or other) you get an error with correlation ID and time stamp. ULS logs will also show the SiteFeedFeatureReceiver error. Cause: This happens on SharePoint Server and Enterprise when the User Profile Service (UPS) Application is not set up correctly. BrightWork will work without My Sites deployed but the UPS Application must be provisioned correctly. Resolution: Create the UPS application and add the Farm account as a UPS Application administrator. Open Central Administration Under Application Management, click Manage service applications Click New -> User Profile Service Application Important: If there is already a User Profile Service Application created, skip this step and go to step 6. Name the service application and fill in the details…

Recreate the BrightWork bwProjectCache list

Symptoms: The bwProjectCache list is a hidden list that is required for the operation of BrightWork Cache Reporting. If for some reason this list is corrupted the Project Cache Reporting may malfunction or not allow the addition of additional columns. In cases like this it may be nesscecary to recreate the bwProjectCache list. This will restore the list to its original state removing any added columns. Resolution: Use PowerShell to deactivate the BrightWork Cache Feature and reactivate it to recreate the list. Warning: These steps will remove any customizations made to the list and should only be performed in extreme cases. To do this, on your BrightWork server: Open the SharePoint Management Shell Enter the following command: Disable-SPFeature BrightWork.ProjectCacheStore –Url "" At this point, you may want to check if the list has been deactivated. Navigate to You should recieve a 404 Not Found error. Enter the following command: Enable-SPFeature BrightWork.ProjectCacheStore –Url "" Check the list again, it should be created new, free of any previous issues. Warning: These steps will remove any customizations made to the list and should only be performed in extreme cases.

Syncing Users from Microsoft Project when they aren’t a member of the SharePoint Site

Symptoms: When working in Microsoft Project Professional, you add a Domain user that does not have access to the SharePoint site you get the following error when trying to sync: We can’t sync resource ‘Joan Soap’ to the tasks list because the resource does not exist on the SharePoint server. This resource, and any other resource that doesn’t exist in SharePoint, will remain assigned to the tasks in your project plan. Cause: No record of the user exists on the SharePoint Site therefore it cannot sync the user as a resource. Resolution: Assign the task in the SharePoint site and sync. This will automatically add the resource to Project, including linking it to Active Directory. Once Project and SharePoint can recognize the resource you can continue to work in Project without reciving the above error.

Granting the Permission to Create Project Sites without giving Full Control

Symptoms: User wants certain people to be able to create Project sites without giving the user Full Control permissions or adding them to the Owners Group. Resolution: Create a new Permission Level and SharePoint Group. Creating a new Permission Level: Navigate to the site root Click Site Actions -> Site Settings Click Site permissions In the SharePoint ribbon, click Permission Levels On the Permission Levels page, click Add a Permission Level Give the Permission Level an appropriate name (like Create Projects) Under Site Permissions, tick the Create Subsites box. This will also automatically add other required permission levels. Click Create Creating a new SharePoint Group Navigate to the site root Click Site Actions -> Site Settings Click Site permissions In the SharePoint ribbon, click Create Group Give the SharePoint group an appropriate name Under Give Group Permissions to this site, select the Permission Level you created previously. Click Create Once you have created the group, add the users you want to allow to create sites to the new group, in addition to their current group. Users will also need read permissions to the Template areas in order to create Projects.

Cannot change site title from its default of “Home”

Lately we had a number of clients who suffered from an issue on SharePoint 2013, where they lost the ability to rename a site title from its default of “Home”, to a title of their choosing. Scenarios You try to rename the site title of the home page of a BrightWork site collection or Team site. Your changes are ignored and the title remains “Home”. You try to rename the site title of a site somewhere in the hierarchy. Your changes are ignored and the title remains “Home”. Root Cause This is because the page title is hidden by default in the default.aspx page in SharePoint 2013, and the “Home” in the default.aspx page is not the page title of the page. Solution Open the problem site in SharePoint Designer 2013 (SPD) Choose All Files option on the left hand quick launch Click on default.aspx On the Home tab, switch to Advanced Mode. Search for “PlaceHolderPageImage” … it’s near the top Paste the following on the next line (or after the closing </asp:Content> tag) <asp:Content ContentPlaceHolderId=”PlaceHolderPageTitleInTitleArea” runat=”server”>       <label class=”>       <SharePoint:ProjectProperty Property=”Title” runat=”server”/></label> </asp:Content> 7. Save and refresh your page Resources We reproduced this originally in a team site and brought it to Microsoft’s attention on TechNet. Read more here.

BrightWork Online users: GetSPGroup: Error in retrieving SP Group

Symptoms: Users of BrightWork Online cannot access the site despite being added as users. Users of BrightWork Online recieve the following error in the Group column on the Users Admin page GetSPGroup: Error in retrieving SP group Cause: The user has not been assigned a Group on the BrightWork Site Collection or Project site. Resolution: Add users to a group. To do this, on your BrightWork site: Click Site Actions -> Site Settings Under Users and Permissions click People and Groups On the Quick Launch, select the desired group (Owner, Member, Designer, Visitor) Click New In the User/Groups box type the email of each user separated by a semi colon ( ; )

Change a SharePoint User Display Name with PowerShell

There can be many reason why you may want to change the display name given to a user in SharePoint. Here are two primary scenarios for when you may want to use this option. Scenario One Scenarios being that SharePoint pulls the display name value from the active directory. Sometime later a change to this display name is made in AD and you do not see the change filtering up to the user profile in SharePoint. Scenario Two You AD display name contains a comma which is a common list separator property. An AD display name may also contain certain characters like [ ]. A list separator and other certain characters are not allowed in a SharePoint user display name when using the MS Project Professional Synchronisation Service with SharePoint. The list separator splits a single resource name into two spate resources on the MS Project resource sheet. Other characters can cause error and lack of functionality. Solution Change the SharePoint user display name with PowerShell. For this you will use the Set-SPUser. All you need to specify is the account(identity), the site and the new display name you want. Run PowerShell as administrator and call the SharePoint snapin if you ate not using the Management Shell prompt. Set-SPUser -Identity ‘i:0#.w|domainjbloggs’ -DisplayName ‘Joe Bloggs’ –Web http://domain/sites/pso Read more here Note:…

SharePoint 2013 – Sign in as Different User

There are multiple scenarios in which you may want to Sign in as Different User in SharePoint 2013. There used to be a simple button to do this on the SharePoint 2010 platform but this has since been removed in SharePoint 2013. Solution 1 You can sign in as a different user by applying the following url to your site. http://siteurl/_layouts/closeConnection.aspx?loginasanotheruser=true Read more about this here from Microsoft Solution 2 You may also be interested in other third party solutions. One of which will allow you to return the SharePoint 2010 Sign in as Different User button to your site collection.

How to identify an existing lists type

It can be very important to know the type of list you are working with. This is especially helpful information when troubleshooting, working with BrightWork support, checking a list created by another user or dealing with report issues. It very simple to find this out. Here are the steps. Open the list in question in any view. Right click anywhere in the browser page and select view source. Open the find box (CTRL + F) and search for ListTemplateID Record the ID to right of ListTemplateID. Armed with this ID, you can now find the long name of the list on the following BrightWork help page. For instance the list type is 727, is the Projects Tracker (BrightWork) list. This information can answer a lot of questions. Hope this helps Jonathan Browne

AutoFollow Event Error in Provisioning Log

Summary We have seen some users see the following error after provisioning a project site. Error Title: An unexpected exception was encountered Category: Severity 1 – Error Description: An unexpected exception was encountered deleting target SPEventReceiverDefinition – Auto-Follow New Site Event receiver|WebProvisioned System.ArgumentException: Value does not fall within the expected range. at Microsoft.SharePoint.Library.SPRequestInternalClass.RegisterEventReceiver(String bstrUrl, String bstrListName, EventReceiverOperation operation, Guid guidId, String bstrName, Guid guidSiteId, Guid guidWebId, Guid guidHostId, Int32 dwHostType, Int32 dwSynchronization, Int32 dwType, Int32 dwSequenceNumber, String bstrRemoteUrl, String bstrAssembly, String bstrClass, Guid solutionId, String bstrData, String bstrFilter, Int32 dwCredential, Guid contextObjectId, Guid contextType, Guid contextEventType, Guid contextId, Guid contextCollectionId) at Microsoft.SharePoint.Library.SPRequest.RegisterEventReceiver(String bstrUrl, String bstrListName, EventReceiverOperation operation, Guid guidId, String bstrName, Guid guidSiteId, Guid guidWebId, Guid guidHostId, Int32 dwHostType, Int32 dwSynchronization, Int32 dwType, Int32 dwSequenceNumber, String bstrRemoteUrl, String bstrAssembly, String bstrClass, Guid solutionId, String bstrData, String bstrFilter, Int32 dwCredential, Guid contextObjectId, Guid contextType, Guid contextEventType, Guid contextId, Guid contextCollectionId) at Microsoft.SharePoint.SPEventReceiverDefinition.RegisterForSiteOrWebOrList(Operation operation, Boolean isMigration) at Microsoft.SharePoint.SPEventReceiverDefinition.Register(Operation operation, Boolean isMigration) at BrightWork.Utility.Sync.m.t(SPEventReceiverDefinitionCollection A_0, SPEventReceiverDefinition A_1) at BrightWork.Utility.Sync.x.a(a A_0, a A_1) Root Cause Following Content (Auto-Follow) feature which is stapled to our site definition, has been turned off in the source template. This is a SharePoint bug in the timing of how it handles the web event…

Run a SharePoint 2013 visual upgrade in Powershell

If your carrying out platform upgrades from SharePoint 2010 to SharePoint 2013 this may interest you. We have come across site collections where the upgrade now option in the SharePoint UI for the visual upgrade had failed, yet the PowerShell command worked perfectly. Here are the top level steps I took. –    Restored DB to SP2013 SQL –    Mount site Mount-SPContentDatabase “MyDatabase” -DatabaseServer “MyServer” -WebApplication http://sitename BW doesn’t support 2010 visuals so you won’t yet be able to navigate to your site. You will if its a regular SharePoint site. –    In PowerShell run Get-spsite The site you just upgraded should be listed as type 14. –    Run Test-SPSite http://server/sitecollection Warnings are ok in this test but errors are not good. Please see the below link for more on test results. –    Finally run Upgrade-SPSite http://server/sitecollection –VersionUpgrade Once this reaches 100% you will have the 2013 visuals throughout your site collection. To read more see the following blog. Hope this helps JB

Schedule backups of SharePoint sites and add email notification

SharePoint administrators often need to run scheduled PowerShell against SharePoint. One particular need for this is when backing up site collections. 1. Create a PowerShell script Tip: when working with notepad on the server, open it running it ad administrator. This will make sure that the files you save have the relevant authority. Save the below commands in a text file (updating them with your details) and then do a save as and save it with the .ps1 extension. Add-PSSnapin Microsoft.SharePoint.PowerShell Backup-spsite -identity http://mydomain/sites/brightwork -path C:BackupBackup.bak –force; Note: -force overwrites the existing file if it exists already at that path. Note: When running backup commands or other SharePoint commands manually you may be used to running these in the SharePoint Management Shell. If you save these commands as a PowerShell file (.ps1) and want to schedule it to run (from windows task scheduler), the file by default will be run under Windows PowerShell and not the SharePoint Management Shell. Therefore you must call the SharePoint Snapin by adding Add-PSSnapin Microsoft.SharePoint.PowerShell to your ps1 file. Add Email Notification If you would like to receive an email each time this .ps1 script runs why not add the following to the script your created above. $emailFrom = “” $emailTo = “” $subject = “your subject” $body = “your body” $smtpServer = “your smtp…

Warm up scripts resolves slow loading site

We came across a challenge with one of our clients where they were seeing a site take up to one and half minutes to load each morning. After the initial load the site was far more responsive but the problem could return once or twice that same morning. We started off by looking at all the normal things like if the site was jam packed with web parts that were causing the server issues. We also looked at the server resources and they all looked fine and had plenty of resources. We also noticed that just loading the SharePoint settings pages took far too long also which was again unusual. Furthermore when you reloaded the pages they would come up almost instantly. For these reasons I knew straight away we were looking at a generic SharePoint issue. My first port of call was to look at IIS more closely. Analysis I took a meeting with the client one morning and first cleared their cache, and then pinged their site domain. The machine was pointing to PM02 via a round robin session. We reproduced the issue straight away by connecting to the site. So now I wanted to point the client through each web front end and see if the issue…

Increase in BrightWork for SharePoint 2013 Upgrades

In November and December we saw an increase in the number of our clients upgrading to SharePoint 2013. This is not surprising as this new offering from Microsoft has been well received and is an attractive upgrade. Not to mention that BrightWork is fully SharePoint 2013 compatible. In a survey that was completed last October, results showed that 20% of our customers had planned to move to SharePoint 2013 in the last quarter of 2013 and 36% have planned to make the move this year. We expect this trend to continue. If you have not ungraded yet and are planning to soon here is a copy of our comprehensive Upgrade Guide to make the move as smooth as possible. If you have a query on upgrading to SharePoint 2013 check out the BrightWork Support Community Forum for more information. Also totally understand what you mean about not putting the contact support at on every emailer, I didn’t know that so thanks for the heads up and hopfully I can make your life easier from now on, by directing them to the Support site!

BCS Example: Take advantage of external data columns in existing BrightWork lists

We have had many enquiries about how you could use external data or external content types in SharePoint with Business Connectivity Services to an advantage. Here is an example of the potential gain of using external data through BCS and how you can use it with BrightWork. Here is a link to this blog on our sister site. JB

Access Denied when restoring site collection

When attempting to preform a restore of a site collection a user continually received the following error message. Error Restore-spsite : Access is denied. (Exception from HRESULT: 0x80070005(E_ACCESSDENIED))     Resolution To resolve this issue run the following code in PowerShell to give your administrator account(replace SHAREPOINT2013SPRestore below with your account details) full access to the web application. [code]$w = Get-SPWebApplication -identity $webapp $w.GrantAccessToProcessIdentity(&quot;SHAREPOINT2013SPRestore&quot;)[/code] Please comment below if you have any questions. JB

Error when opening site in SharePoint Designer 2013

This week we came across an interesting error which took us some time to troubleshoot. There is a lot of conflicting information on the error online so I thought I would give you my experience. The error occurs when you attempt to open a site using SharePoint Designer 2013. You receive the following. The server could not complete your request. For more specific information, click the Details button. Designer will also crash hand you will need to kill the task in your task manager. On a side note when you choose the details button for more specific information you are returned a blank form which is unhelpful. The solution was to enable some authentication options on the SharePoint Web Services site in iis. I enabled Anonymous Authentication, Impersonation, Forms Authentication and Windows authentication.  I found these were disabled when I inspected them. Finally run an iisreset. Interestingly this was not a new server and users had used SharePoint Designer with sites only the week prior. Unfortunately we were unable to discover the root cause of the issue. Its possible changes were made to Authentication but highly improbable. If anyone has any suggestions as to what may have caused these changes to be required please do comment…

Analyse how long a SharePoint site takes to load

There are many different times where you may want to analysis how load a particular site takes to load. Here are some steps you can take to help you do this efficiently. We will use Microsoft Internet Explorer for all our tests as this is the only browser supported 100% by SharePoint. There are two things to know which are important when testing your site load times. These are to do with the sites state. The very first time you visit a site will take a little longer then if you visit it again later that day because your browser caches or keeps some of the data it loaded earlier as a reference so that when you visit it again it loads even faster. So your site can either be in a cached state or non-cached state. We all know how to load a site but if you want to ask a site to load as it would if it were the first time it was being accessed that day e.g. load in a non-cached state, there are two easy ways of asking a site to do this. 1. With your keyboard. Choose Ctrl + F5 and this will clear the cached data…

Navigation Change snippets in SharePoint 2013

Below I have listed some of the forward facing changes that a BrightWork user might encounter when upgrading from SharePoint 2010 to SharePoint 2013. These are listed in snippit form and are meant to act as a quick reference for those looking to navigate around a new site. The Site Actions button has moved. It is now represented by a cog wheel and is now located on the left hand side of the page.   The Navigate Up breadcrumb feature has been removed from the default SharePoint 2013 view. If needed it can be restored using this guide: The Site Actions menu has also changed. It has stripped away some features for a more consistent and streamlined experience. Adding a list or library to a page has all moved to the Add an app option. The Add a site function has moved to the Site Contents area. Site Permissions was always a part of Site Settings so the quick link has been removed. You can still set the site permissions by navigating to Site Settings. The option is under User and Permissions -> Site Permissions. Alternatively you can click Share on any page and invite users with Contribute permissions. You…

Migrating a SharePoint 2013 site collection from a lower CU to a server with higher CU.

On the SP2010 platform this migration was simply done using a backup and restore procedure. As we found lately this is no longer supported on SharePoint 2013 e.g. you could not restore a site from a server with one cumulative update to another with a higher Cu level or from SharePoint Foundation 2013 to SharePoint Server 2013. We have found a workaround which some may argue is a better approach. TechNet Article will explain the need for this workaround and give further background The following workaround will allow you to complete the following… 1. Move a site from SharePoint 2013 Foundation (April 2013 CU) to SharePoint 2013 Server (April 2013 CU) – Confirmed 2. Move a site from SharePoint 2013 Foundation (RTM) to SharePoint 2013 Foundation (April 2013 CU) – Confirmed Note: This suggests that this procedure will work when moving a site from any lower CU to any higher CU version. Backup SQL Database on Source Server On the Source Server: Identify the Database on the Source Server. Do this in Central admin –> Application Management –> View All Site Collections. Click on the site collection and reference the Database Name which houses it. Open SQL Management studio…

Editing a Content Editor Web Part

BrightWork uses Content Editor Webparts to display button menus and other information to end users. Some Site Collection Administrators have asked how they can use these Web Parts to customize their own landing pages in BrightWork. If a Site Collection Administrator creates their own page using a HTML editor like SharePoint Designer they can point the WebPart to read from that page instead of the built-in BrightWork Web Part. To change the source of a Content Editor, simply click Page -> Edit page in the SharePoint ribbon (located in the top left hand corner of the page). Then on the Edit page, click the on the Content Editor web part and click the down arrow located in the top right corner of the Web part and select Edit Web Part.  This will open the Content Editor settings box. Change the Content link to the desired content link to display whatever HTML page you wish. A user can also add their own Content Editor Webparts and design their own front page for BrightWork

ShareWithEveryone error when creating a site from a Solution

I was experiencing the following error in SharePoint 2013 trying to create a new web from a solution that had been uploaded to the Template Gallery for a site collection. “Problem applying web template”. “This web template required that certain features be installed, activated and licensed. The following problems are blocking application of the template:” Turns out that the site collection was upgraded and as a result did not have the Share With Everyone feature enabled by default. I found this Blog from the SharePoint Team that solved the issue: Making the most of SharePoint 2013 when you upgrade … with a very minor tweak to the PowerShell included below. To enable the ShareWithEveryone feature you need to save the following PowerShell to a .ps1 file and run it for each site collection that has been upgraded from SharePoint 2010: [sourcecode language=”powershell” wraplines=”false” collapse=”false”] $siteUrl = &quot;; #URL of site collection $site = Get-SPSite $siteUrl #Need to put this on a new line if in a file $site.Features.Add([System.Guid]&quot;10F73B29-5779-46b3-85A8-4817A6E9A6C2&quot;) [/sourcecode]

Using a MAC with BrightWork and SharePoint.

A client asked us the following question and I thought it was a good one to share with the community. The question was.. Can you tell me what the current support level is for Macs when accessing BrightWork? The only BrightWork requirement is that the Apple MAC machine must meet the requirements of SharePoint. I believe Internet Explorer is required for 100% SharePoint support but all browsers, even Safari has a limited capability and can access SharePoint. Microsoft can outline for you what level of  support SharePoint has for your browser. A version of Office for MAC would also be key if you would be accessing office documents regularly. Also if MS Project Professional is a requirement then the MAC may need a way of booting both windows and MAC operating systems. Here is a useful blog I found online which outlines some of the main points which may also need to be considered. Hope this helps. Regards, JB

Migrating from SharePoint 2007 to SharePoint 2013

Upgrade routes from SharePoint 2007 to 2013 ************************************************** SharePoint migration from 2007 to 2010 ******************************************** SharePoint 2010 System Requirements BrightWork Install Guide BrightWork Best Practice Guide Useful blog for troubleshooting common errors in SharePoint analyzers during a platform upgrade SharePoint migration from 2010 to 2013 ******************************************** SharePoint 2013 System Requirements SQL Express Can you install SharePoint 2013 on SQL Express? Read more here BrightWork Install Guide BrightWork Best Practice Guide – BrightWork 2013 Extended Demo JB Jonathan Browne BrightWork Support Community