BOGO is Back!

written by: Admin on May 23rd, 2014

Bogo2014

Be prepared to take on the world of IT. Now is the perfect time to get your team trained.

Buy one class scheduled in July or August and receive a second seat in the same class for free!

This is a great way to supplement training for your entire team. Enter code: SAVE2014BOGO at checkout to receive the discount. When registering, specify “2” in the quantity box; the discount will not be recognized unless you specify you want the second seat. You may also call one of our Training Advisors to register for the course. Second seat is available when first seat is purchased at list price and cannot be combined with other offers.

 

Click to continue »

 

Web Seminar Recap: Improve your Software Development Processes with TFS 2013

written by: Admin on August 28th, 2014

Team Foundation Server 2013 is an integrated platform for collaborating on software development projects. At its core, it offers robust source control management. But it’s much more than that! TFS offers requirements management, defect management, project management portal, test case management and automation, build automation, reporting, and more.

In this free web seminar, attendees learned how to use TFS 2013 to solve many of the challenges your development teams face. We examined the new source code features including GIT, agile management features, portfolio planning, requirements, task, and bug tracking, automated builds, and more.

This one hour seminar, Improve your Software Development Processes with TFS 2013, was hosted by Bryon Brewer on Thursday, August 21st at Noon EST. Download the slides and recording here.

 

Web Seminar Recap- Q and A: The Information Security Career Path

written by: Admin on August 28th, 2014

The laws of supply and demand function in the career landscape just like anywhere else in the market. With hacks and attacks happening every day in broad daylight, organizations are scrambling to figure out how to keep up: how to protect themselves, their information, and ultimately the value of shares and public trust.

This has created a strong demand for Information professionals who specialize in security, with a particular need for analysts and managers who can connect technical security resources to the goals and controls of the business. The opportunities are there, but there’s not always a clearly defined path for a security pro who wants to advance. If you want to grow, build your career, and offer greater competency in information security, what does that path look like?

In this one-hour Q and A session, The Information Security Career Path, expert security consulting partners Mike Beevers and Chris Knotts took questions and had a conversation about the practical, real-world possibilities for growing your career and earning power as an information security owner, all while delivering value and protection to your organization.

Missed this seminar? Download the slides and recording here.

 

SharePoint 2013 Information Management Policies – Part 1

written by: Tom Robbins on August 27th, 2014

In an ever increasing litigious world, it is more important than ever for organizations to have clear policies for managing information. It’s no longer an option in your information management system to avoid having clear policies and procedures for how information is regulated. Policies that govern who can access your information, what they can do with the information, the retention periods of records, and the auditability of information must be in place. Regulators and examiners have very specific guidelines about how retention and auditing must be implemented.

SharePoint 2013 provides very useful tools for regulating the creation, interaction, and disposition of content using Information Management Policies. These Information Management Policies are a set of rules that are assigned to content within SharePoint. These rules will define the retention schedule, auditability, and barcodes (Labels were deprecated in 2013).  These policies can be defined for multiple content types within a site collection, a list, a library, or folder (location-based retention policy). Policies can be created at the Site Collection and used within Content Types as well to enforce consistency.  Policies can be deployed across site collections for enterprise-wide policy deployment.

These policies provide a structured way for content owners and administrators to define the relevant retention policies and apply them consistently across all relevant information.  These policies help keep users from having to think about when to apply policies as they are applied automatically once defined.   Management of these policies is not complicated.  The configuration is GUI driven and is included in the SharePoint interface.  The policies configuration is accessed in Permissions and Policies under Information Management Policies in a List or Library.

The following are the types of settings available when defining policy:

  • Retention   The Retention policy feature lets you define retention stages, with an action that happens at the end of each stage. For example, you could define a two-stage retention policy on all documents in a specific library that deletes all previous versions of the document one year after the document is created, and declares the document to be a record five years after the document is created.

    The actions that can occur at the end of a stage include the following:

infopolicies1

 

    • Moving the item to the Recycle Bin
    • Permanently deleting the item
    • Transferring the item to another location
    • Starting a workflow
    • Skipping to the next stage
    • Declaring the item to be a record
    • Deleting all previous drafts of the item
    • Deleting all previous versions of the item

  • Auditing   The Auditing policy feature logs events and operations that are performed on documents and list items. You can configure Auditing to log events such as the following:

infopolicies2

 

    • Editing a document or item
    • Viewing a document or item
    • Checking a document in or out
    • Changing the permissions for a document or item
    • Deleting a document or item
  • Labeling   The label policy feature has been deprecated and should not be used in SharePoint Server 2013.
  • Barcode   The Barcode policy feature enables you to track physical copies of a document by creating a unique identifier value for a document and inserting a bar code image of that value in the document. By default, bar codes are compliant with the common Code 39 standard (ANSI/AIM BC1-1995, Code 39), and you can plug in other bar code providers by using the policies object model.

In the next blog post, I will discuss creating and implementing these policies.

 

ASPE President Completes the ALS Ice Bucket Challenge and Nominates Partner Global Knowledge

written by: Traci Taylor on August 21st, 2014

ASPE President, David Mantica, completed the ALS Ice Bucket Challenge nominating team members of training partner, Global Knowledge. Erica Loring, Jenna Doss, Tamara Phillips, Bill Baer and Bob Baer, you have 24 hours!

 

Web Seminar Recap: Custom Workflow Solutions in SharePoint Server 2013 Part II – Create a workflow initiation form.

written by: Admin on August 19th, 2014

A key component of SharePoint Server 2013 is Business Process Automation, taking the repetitive daily tasks business users are presented with and configuring SharePoint to handle them. Most SharePoint workflows are preconfigured for your users – they automatically assign a task to the same participant, use the same duration per task, or the same due date. What if, however, you need a workflow that allows the person who manually started the workflow to specify the participants, duration per task, and due date? You need an initiation form. Initiation forms collect information from the person starting the workflow, and references this information later as part of the workflow process.

This webinar examined:
• What an initiation form is and how workflows use initiation forms.
• What the types of initiation form fields are used in the workflow process.
• What default values are and how to use them.
• How to use initiation forms to update values in the current list.

Join us in this series of lectures as we explore the process of creating custom SharePoint 2013 workflows using SharePoint Designer 2013 as we work to build custom solutions to solve real-world problems.

This one hour seminar, Custom Workflow Solutions in SharePoint Server 2013 Part II – Create a workflow initiation form, was held on Friday, August 15th by Andy Huneycutt. Check out the slides from this seminar here!

 

SharePoint 2013 Content Organizer Part 2: Creating Rules

written by: Tom Robbins on August 18th, 2014

The Content Organizer is a SharePoint feature that can automatically manage some important library tasks. This saves organizations time and effort but is also a useful tool in Business Process Automation. It takes much of the “need to know” away from end users so they can focus on their jobs while SharePoint handles categorization and classification of information.

Content Organizer offers the following features: routing documents to different libraries or folders, Drop Off Library, folder size management and automatic folder creation, duplicate item resolution, and auditing.

Content Organizer is another of the powerful tools offered in SharePoint 2013. This tool allows organizations to manage information automatically. While much of classification and categorization requires thought and intention, many users don’t understand the big picture of an organization information management. Tools like Content Organizer help an Information Management professional to facilitate the automation of the process in order to help reduce human error.

Content Organizer is a Site feature and must be enabled on the site where the function is required.  Upon activation of the feature SharePoint will create a library titled “Drop Off library”.  This is the default drop box for incoming files that will be routed by the Content Organizer.

Creating Rules

Click to continue »

 

Sign in with a Different User in SharePoint 2013

written by: Tom Robbins on August 13th, 2014

Occasionally my students ask me what an effective testing procedure I would use to see how sites and library permissions work when using different credentials than the ones used to build and define sites.    While a site designer (Site owner) can certainly check effective permissions using the “Check Permissions” option under Site Permissions, sometimes it’s just easier to log in as a different user and actually see what the user experience is first-hand.

In previous versions of SharePoint, you could easily change the user principle by selecting “Sign in as Different User” from the User menu in the top right corner.  That option was removed in SharePoint 2013.

share-user1

 

share-user2

 

This was a great feature because it allowed you to easily switch back and forth between user accounts and this was great for testing.  The reality of this feature, however, was that the browser didn’t always like the credential switching and sometimes you would get unexpected results like: caching problems, documents opened in external applications were saved with an unexpected user account, and problems with cookies which affected what was rendered in the browser.  So, anyway.  What to do?  You certainly could add the menu item back, but Microsoft removed it for a reason.  It’s best not to tinker with the menu.  You could however by modifying info in the hive on each server.  I’ll leave that for you to figure out on your own because I don’t want to promote that kind of customization.

Click to continue »

 

Web Seminar Recap: Using Content Organizer to Automatically Manage Document Assets in SharePoint 2013

written by: Admin on August 11th, 2014

The Content Organizer is a SharePoint feature that can automatically manage some important library tasks. This saves organizations time and effort but is also a useful tool in Business Process Automation. It takes much of the “need to know” away from end users so they can focus on their jobs while SharePoint handles categorization and classification of information.

Content Organizer offers the following features: routing documents to different libraries or folders, Drop Off Library, folder size management and automatic folder creation, duplicate item resolution, and auditing.

Content Organizer is another of the powerful tools offered in SharePoint 2013. This tool allows organizations to manage information automatically. While much of classification and categorization requires thought and intention, many users don’t understand the big picture of an organization information management. Tools like Content Organizer help an Information Management professional to facilitate the automation of the process in order to help reduce human error.

The topics that will be covered in this one hour webinar, Using Content Organizer to Automatically Manage Document Assets in SharePoint 2013, held on Friday, August 8, 2014 by Tom Robbins:

• What is Content Organizer?
• How does Content Organizer help an organization manage information?
• Using Content Organizer to route documents
• Using Content Organizer to build a Drop Off library
• Managing folder size and duplicate submission using Content Organizer
• Auditing stored information

Missed this seminar? Catch up by downloading the slides and recording!

 

Web Seminar Recap: Automate your Tests! Using Microsoft TFS 2013 and Test Manager for Test Automation

written by: Melissa Monroe on August 4th, 2014

Today’s automated testing tools provide robust methods for fully automating your testing efforts and streamlining your regression testing efforts. In this free webinar, we looked at Coded UI Tests to speed up testing of your applications functionality and user interface. Attendees saw a live demonstration of creating an automated test and implementing advanced features such as data-driven tests. Attendees saw how to create a test project of multiple automated tests that can run against any new build or release of your code.

This one hour web seminar, Automate your Tests! Using Microsoft TFS 2013 and Test Manager for Test Automation, was held on Friday, August 1st at Noon by presenter Bryon Brewer.

Missed this seminar? Download the slides and recording here.

 

Configuring SharePoint 2013 Content Organizer

written by: Tom Robbins on July 31st, 2014

The Content Organizer is a SharePoint feature that can automatically manage some important library tasks. This saves organizations time and effort but is also a useful tool in Business Process Automation. It takes much of the “need to know” away from end users so they can focus on their jobs while SharePoint handles categorization and classification of information.

Content Organizer offers the following features: routing documents to different libraries or folders, Drop Off Library, folder size management and automatic folder creation, duplicate item resolution, and auditing.

Content Organizer is another of the powerful tools offered in SharePoint 2013. This tool allows organizations to manage information automatically. While much of classification and categorization requires thought and intention, many users don’t understand the big picture of an organization information management. Tools like Content Organizer help an Information Management professional to facilitate the automation of the process in order to help reduce human error.

Content Organizer is a Site feature and must be enabled on the site where the function is required.  Upon activation of the feature SharePoint will create a library titled “Drop Off library”.  This is the default drop box for incoming files that will be routed by the Content Organizer.

To Enable Content Organizer:

  1. Navigate to the site where you want to use the feature
  2. In “Settings”, open “Site Features”.
  3. In “Site Features”, locate “Content Organizer” and click “Activate”.
  4. After feature activation, you can verify by checking to see if a new app exists named “Drop Off Library”

Make configuration changes to the Content Organizer Settings

  1. Open “Settings” and under “Site Administration”, select “Content Organizer Settings”.
  2. In the Redirect Users to the Drop Off Library section, select the check box to enforce the Content Organizer. This automatically redirects users to the Drop Off Library when they try to upload a document.
  3. In the Sending to Another Site section, select the check box if you want to allow rules to route documents to a different site.
  4. In the Folder Partitioning section, select the Create subfolders after a target location has too many items check box to automatically create subfolders after a location has exceeded a specified number of items.
  5. In the Number of items in a single folder box, type the number of documents that can be stored in a folder before a new one is created.
  6. In the Format of folder name box, specify the naming convention for any new folders that are created.
  7. In the Duplicate Submissions section, select whether you want duplicates to use the versioning feature, or whether duplicates should always have unique characters appended to the item’s file name.
  8. In the Preserving Context section, select the check box if you want to save audit logs or metadata as an audit entry on the submitted item or document
  9. In the Rule Managers section, enter user or group names that are rules managers in your organization. Rule managers must have Manage Web Site permissions access the Content Organizer rules setting page. Find more information about Content Organizer rules in the See Also section.
  10. Select the appropriate check boxes to have email messages automatically sent to the rules managers. Content Organizer can send an email message when a submission does not match a rule, or when any content is submitted to the Content Organizer.   NOTE    Email must be configured for the server or service for these checkboxes to be enabled.
  11. In the Submission Points section, enter information about other sites or e-mail messaging software that can send content to the current site.

Now that you have Content Organizer configured, and the new Drop Off Library created, you will need to create rules to route information that is uploaded to the Drop Off Library.  My next blog post will explain this process.

 
css.php