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Day 4 SharePoint 2013 Ignite – Upgrade Information
So the week at Microsoft and the first SharePoint 2013 Ignite ITPro class has come to an end, I take my cool little 2gb USB stick that was in the gift bag, my many informational decks, and my sore note taking fingers and head home.
How did day 4 go….well we spent 3 hours discussing migration approaches…yes the dreaded……..
SharePoint 2013 Upgrade Path
So after about 2 hours of reading thru deck after deck…..6 in total the feeling I had can be simply summarized below…..
SharePoint 2013 is designed to make your migration approach at least tolerable, if not cordial. Upgrade (migrations) are now as simple as 5 steps (well we hope right):
- Learn
- Prepare
- Test
- Implement
- Validate
In general the 5 steps to a migration success are the same wash, rinse, repeat approach we have been doing since 2003, and if you follow the bouncing ball, you will get there.
I have to say the upgrade labs I did all worked perfect, I did have fun with some of the new tools like Site Evaluation (the ability to do a site migration, take a look and if you say Cool, go do it for real). Uses a snapshot approach and some pretty slick PowerShell commands.
There was a lot of other cool features, and also some nice gotchas. The Upgrade section of the class was 205+ slides of information, PowerShell scripts, and warnings.
SharePoint 2010 to 2013 migrations made easy
So the big question coming out of the Conference will be are you migrating, when, and are you going to need tools. The answer is ……ARRRGGG.I DON’T KNOW. Lets put it simply if a tool provider creates a Easy Button tool they will be heroes in the industry, the challenge is, there is not a clear path to easy. Many of YOU, and us have created custom 2010 environments that are magnificent, but also migrate as easy as well “getting Lady Gaga to dress normal”. I fear that a lot of teams, and so called experts are definitely going to do this wrong….there is a lot of ways to screw up a upgrade. It is nice to say I am one of the few that has done over 4 SharePoint 2010 to SharePoint 2013 migrations as of pre-beta…haha, but it might be a long time before real corporations do it.
SharePoint 2013 Migrations – Be Prepared
Connecting a SharePoint 2010 Calendar to Outlook 2010
You can view and update a calendar in SharePoint, just as you do your Outlook calendar. Use Microsoft Outlook 2010 to view a calendar from a site within your portal side-by-side with an Outlook calendar, view an overlay of the calendars as if they were one single calendar, and even copy events among the calendars.
This is an extension of my other SharePoint Calendar post.
Access a SharePoint calendar in Outlook
When you connect a calendar within SharePoint to Outlook, it appears under Other Calendars with your calendar folders.
1. In the top navigation of SharePoint select Resources > Corporate Calendar.
2. Using the links in the left navigation select any calendar other than Master Calendar. (The Master Calendar is an empty calendar used to display a roll-up of all the other calendars.)
3. In the ribbon click the Calendar tab.
4. Click Connect to Outlook.
5. When prompted to confirm that you want to allow the website to open a program on your computer, click Allow.
6. When prompted to confirm that you want to connect the SharePoint calendar to Outlook, click Yes.
7. In Outlook Calendar section, the SharePoint calendar is added to the Navigation Pane under Other Calendars.
Add an event to a calendar within ‘The Wire’ by using Outlook
You can add appointments and all-day events to your calendar within SharePoint, just as you add them to your Outlook calendars.
1. Open the calendar from SharePoint in Outlook. On the Home tab in the ribbon, click the type of event (i.e. New Appointment, New Meeting, etc.) that you want to add.
Note: You can also create recurring events, although some of the custom recurrence patterns are not available in calendars found within The Wire.
2. Enter the information about the event.
3. Click Save and Close.
Note on Calendar Migration: You can also drag items between your Wire calendar (i.e. P0, P1, etc.) and your Outlook personal calendar, or you can copy and paste them.
Remove a Calendar from Outlook
1. In your Outlook Calendar, in the Navigation Pane, under Other Calendars, select the calendar that you want to remove.
2. Right-click the calendar name, then click Delete.
3. When you are prompted to confirm the deletion, click Yes.
Note: This procedure removes the calendar only from Outlook, not from the SharePoint site.
Synchronization between Calendars
There is limited synchronization between your calendars in SharePoint and your connected calendars in Outlook. It is important to understand the limitations of synchronization and how the process works.
The following scenario will sync calendars:
If you have connected a SharePoint calendar to Outlook, changes made to the calendar in either location will sync. (Changes made to Outlook while offline will sync when you are back online. Synchronization may not occur for a few minutes after making changes.)
The following scenario will NOT sync calendars:
Personal to SharePoint: If you have copied an event from your personal Outlook calendar into a SharePoint calendar in Outlook the event information will not sync between calendars if changes are made in either location.
SharePoint to Personal: If you have copied an event from a SharePoint calendar (either in Outlook or from the web) to your personal Outlook calendar the event information will not sync calendars if changes are made in either location.
Conclusion:
Hope some of these simple tips help you in using your SharePoint Calendar more effectively with your Outlook.
Simple Tips for Working with SharePoint Calendars
So I work a lot with SharePoint Calendars, even more so with clients asking basic user level questions. I thought I would take a few minutes and pass on some of those training tidbits.
Elements of a Calendar List Page
Ribbon
The Events tab on the Calendar ribbon has various functions, including New Event, View Event and Edit Event.
Breadcrumb
The breadcrumb’s last node has the View drop-down. The Calendar view displays the items in a monthly format, and the All Events view displays the items in a standard table format.
Left Navigation
When the monthly view of a Calendar is visible, the left navigation displays the year, list of months, and the current date. This makes it easy to navigate to other dates.
When viewing a day or week, then the left navigation will show the current month.
Calendar View
The Calendar view displays the list items in a monthly format by default. The items can be displayed in a standard table by selecting the All Items view.
Navigating Among Day/Week/Month
The Calendar view allows you to view a day, week, or month. There are various navigation elements that allow you to switch between day/week/month and move forward and backward in time.
Adding an Event
You can add an event by using the New Event function on Events tab in the ribbon.
Or
1. On a Calendar view, hover over a day (or time) until the 
is visible.
2. Click on the Add link.
3. In the New Item window, fill out the appropriate information.
5. Click Save.
Editing an Event
1. Select an event by clicking anywhere in the event box, except the title link. Once you have selected the event, the background color should change shades.
Note: If you click on the title link, you will be taken to the Event Details window, where you can use the ribbon to edit the item (or series).
2. The Events tab in the ribbon should automatically be selected, and Edit Event (among other functions) will be available.
Recurring Events
Once a series of recurring events has been created, it is possible to edit a single occurrence or the entire series. It is important to be aware of which type of instance you are editing.
On the Edit Event window when editing a single occurrence of a series, there will be an Edit Series link in the ribbon. If you wish to edit the entire series, click Edit Series and the window will display all the properties for the series.
Series continued: http://wp.me/p12UUg-bu
May Portland SharePoint User Group
This months Portland SharePoint User Group will be focused on Custom Workflows.
Derek Nishino (Microsoft) will show how to use SharePoint Designer to create custom workflows using SharePoint designer. Kyle Petersen (Slalom Consulting) will demonstrate how to extend the capability of SharePoint designer workflows by creating custom workflow activities in Visual Studio and deploying these as SharePoint solutions.
| What: | May Portland SPUG Meeting |
| When: | Wednesday May 16th, 2012 11:30am – 1:00pm |
| Where: | Microsoft Portland Office 1414 NW Northrup St. Suite 900 Portland, OR 97209 |
*Parking Announcement*
Safeway has informed us that we can no longer use their parking lot to provide complementary parking. We are working to find a new parking vendor but for this month you will have to pay for your own parking. There is some metered street parking available as well as several pay lots (the closest is at NW 15th and Overton). We apologize for the inconvenience.
Lunch will be provided by AvePoint and as in previous months we need to get a headcount of how many folks will attend and want lunches. We’ve set up a survey that allows you to change your response so if you initially plan on attending but something comes up you can re-open the survey and let us know. If you plan to attend please be sure to complete the survey by Monday, May 14th at noon since we have to place the lunch order that afternoon. You can find the survey at http://www.surveymonkey.com/s/MS8JMG3. Please be sure to take a minute to fill out the survey so we can have an accurate lunch count.
Remote Attendees
Listed below is the Lync meeting info. Just click “Join online meeting”. If your Lync client doesn’t support voice or you do not have the Lync client please use the included dial-in to participate in the audio portion of the presentation.
https://join.microsoft.com/meet/derekni/S1N53H8Y
Join by Phone
+14257063500
+18883203585
Conference ID: 32447417
Creating a SharePoint 2010 Site Template using SharePoint Designer.
Nice so you want to quickly take a site you have made and create a repeatable site template from it. Great did you know that you can do this with SharePoint Designer, no code, no powershell, no fuss. Yep. Here is the simple steps to create, publish, and re-use.
NOTE: you must be the Site Collection Administrator, and you must have the use of SharePoint Designer Enabled. Also doing this to sites that have custom web parts or custom solutions is still supported, just those customizations need to be portable and support being reused in this manner.
Creating a SharePoint 2010 Site Template using SharePoint Designer
First launch SharePoint Designer, and open the site you want to create the template from.
You will now see on the SharePoint Designer Ribbon the Manage area
You will see the option to “Save as Template”
When you click that you will have the SharePoint Site Settings > Save as Template Page open. See below:
You now need to give it a File Name
Please use your preferred naming convention….please be intuitive to the template type and name.
Template Name
This should be informative. Please keep in mind that this is the name folks will see in the New Site Creation window, so keep your naming accurate and not folksy.
Template Description
This is not a must, but will be the description on the New Site Creation window, so informative and providing a clear understanding of function and usage would be ideal.
Determine to Include Content.
Not recommended if you have over 100 mb of content, I like to do this if I have landing page images, or announcements. Now if you have sensitive or PII this should be NO. Judgment call here folks, just don’t make all users have to delete data to use.
Click OK.
Success……Now lets go to the Solution Gallery to see the template.
Editing, Deleting, and Retracting SharePoint 2010 Site Templates
From the Solution Gallery you can now Retract/Deactivate the site template if you made an error or the site does not create as expected.
Save your Solution out
You can also save out the template by clicking on the Name of the template, you will be prompted to SAVE the filename.wsp file out.
Edit
Select the Edit to change the Name
Deactivate
To Deactivate simply click on the edit option, see the Deactivate dropdown….here you go.
Reactivate or delete
Once deactivated, you can now delete or re-activate. Your Call….
Uploading an new SharePoint 2010 Solution or Site Template (wsp)
You will see from the Solution Gallery of the Site Collection, the option on the Ribbon
This gives you the ability to Upload a new wsp solution, or yes folks go check out the Office.com website for solutions.
Upload just like you do any document into SharePoint
Now you see it in the system, now you can Activate. Simple click.
It is available for use.
Conclusion
Easy Pease, creating simple site templates for reuse can be a quick and easy way to make life easy and repeatable.
So you can see using SharePoint Designer, you can quickly create a Site Template, or even bring over one from another Farm or SharePoint instance. Have fun and try it out.
