Documents Archive - Page 10 of 42

Selecting Account Options

Your administrator can configure options that allow you to add new accounts to security groups and grant SharePoint permissions at the same time the account is created. These settings can be predefined, or a list of options can be provided in the User Account Setup form.

The options you see in the new account form will vary depending on how the administrator configured the Web Part.

In the example here, the web part is configured to provide a list of options for Active Directory group membership, SharePoint group membership, and SharePoint site permission levels. The requestor can define which group memberships and site permissions to grant.

Select the Recurrence Option for your Schema-based Rollup

Create a new List Rollup Schema

If you are rolling up Calendar lists or lists with Events in them, you need to consider what you want to do about recurring/repeating events in your rollup.

One great benefit of a List Rollup is that it will show recurring events as single events, unlike the way they appear in an out-of-the-box SharePoint list view. This means that you can show the single events separately in the List Rollup Grid View Web Part or alert on a single event.

However, for performance reasons, it’s good to limit the number of single events from a repeating event that are included in the rollup since it takes time to process them. Often, recurring events are configured with No end date since that is the SharePoint default (see below). That’s OK when you’re displaying them in a Calendar with one month displayed at a time, but not necessarily when you are displaying them in a list.

To limit the number of repeating events to include in your rollup, follow these steps:

Step	Action
1.	If you are not aggregating items of type Event, the Define Recurrence button will be grayed and you don’t need to worry about configuring it. NOTE: The Define Recurrence button, like all other configuration buttons, will also be grayed if a list has not yet been selected.
2.	If you are aggregating events, you should configure the recurrence section. Click Define Recurrence to open the dialog. IMPORTANT: If you do not define recurrence, the rollup will include only the first item in the series and any individual occurrences that were modified separately from the series.
3.	Choose whether you want to expand recurring (or repeating) events. If you choose to expand them, choose how many periods before and after today and then choose the period. The choices for period are: Day, Month, and Year. NOTE: Today is the day the List Rollup runs. In other words, that would be the day that an end user visits a page that displays the contents of a List Rollup Schema-based rollup.
4.	When ready, click Save to save your configuration and close the dialog. Otherwise, click Cancel to close the dialog without saving anything.

Create a new List Rollup Schema

Select the Included Lists for your Schema-based List Rollup

Create a new List Rollup Schema

IMPORTANT: The discovery modes avilable for schemas that use the Bamboo Aggregation Service (BAS) are slightly different than the modes available for schemas using the SharePoint Aggregation Service (SAS). The differences are described in detail in this article.

To select the lists or libraries to include in your schema-based List Rollup, follow these steps:

Step	Action
1.	Included Lists, Step 1: Discovery Mode. Click the Configure Discovery Mode button to select a method to identify lists to include in your schema. The Discovery Modes available will depend on the Aggregation Service you selected. If you are using the Bamboo Aggregation Service (BAS), the available Discovery Modes are: Select Individual Lists. Choose this option if you want to individually identify the specific lists/libraries that you want to aggregate. Automatically Find Lists with Same List Type. Match by list name will automatically find all the lists that have the same display name as the list selected in Step 2. Automatically Find Lists with Same List Name. Match by list name will automatically find all the lists that have the same display name as the list selected in Step 2. Automatically finding lists, whether by type, name or in subsites or the site collection, means that you won’t have to edit your schema to include new lists as they are created. List Rollup is capable of automatically discovering new lists, minimizing the need for future schema modifications. If you choose to automatically find lists while using the BAS, you will then be asked to define the scope of where to look for those lists. The scope choices are the same regardless of whether you choose to match by List Type or List Name. Choose to: Find matches in subsites. Subsites are the sites beneath the site where the list selected in Step 2 resides. Find matches in sibling sites. Sibling sites are sites at the same level as the site where the list selected in Step 2 resides. Find matches in sibling and subsites. Find matches in current site (exclude subsites). This option can be used to find lists of the same type on the current site, without including lists of that type found in subsites. NOTE 1: If you choose to discover matches in subsites OR sibling and subsites, you can limit the search scope to a specific number of sublevels or lists. When the specified number is reached, the List Rollup will look no further. It is recommended that you limit the scope this way in order to improve performance. The more sites that are included in the discovery scope, the longer the rollup will take to display. NOTE 2: When looking for lists in subsites and/or sibling sites, the site where the selected list resides is also included in the search. If you are using the SharePoint Aggregation Service (SAS), the available Discovery Modes are: Select Individual Lists. Choose this option if you want to individually identify the specific lists/libraries that you want to aggregate. Automatically Find Lists in Subsites. Choose this if you want to have List Rollup automatically find lists of the same list type in the site where the list selected in Step 2 resides and all its subsites. Automatically Find Lists in Site Collection. Choose this if you want to have List Rollup automatically find lists of the same list type in all the sites of the site collection where the list selected in Step 2 resides. Automatically finding lists, whether in subsites or the site collection, means that you won’t have to edit your schema to include new lists as they are created. List Rollup is capable of automatically discovering new lists, minimizing the need for future schema modifications. Once the Discovery Mode is selected, click Save to save it and close the dialog. Otherwise, click Cancel to close the dialog without saving. NOTE: When looking for lists in subsites, the site where the selected list resides is also included in the search. IMPORTANT: It is not possible to limit the discovery scope when using the SharePoint Aggregation Service (SAS). With SAS you can auto-discover within a site or site collection only. You cannot auto-discover sibling or subsites like you can with Bamboo Aggregation Service (BAS).
2.	Included Lists, Step 2: Select a List. Click the Select a List button. Depending on the aggregation service you picked, the Select a List dialog will look slightly different. If using the SharePoint Aggregation Service(SAS), you will see: If using the Bamboo Aggregation Service (BAS), you will see an extra selection, the Select a View. Choose a view of the selected list. The selected view will determine the columns to be included in your roll-up and may also determine the filter of your rollup (or this list in your rollup). On the dialog that appears: Enter the URL of the site that contains a list you want to add to the schema. NOTE: Site URLs can be absolute (http://domain/site) or relative (./site). Relative URLs should be used for SharePoint Web applications containing multiple Alternative Access Mappings (AAM), if the Web Part is part of a site template, or if you plan to migrate the content database to another environment in the future. Click Load Lists to populate the Select a List drop-down with available lists in the site. Choose a list or library from the Select a List drop-down selection. If using BAS, choose a view of the selected list from the Select a View drop-down. NOTE: The View will determine the columns included in your rollup and potentially the filter of the items from this list. Click Save to save your list selection and close the dialog. Otherwise, click Cancel to close the dialog without saving anything.
3.	Included Lists, Step 3 (only if using BAS): Filter. After selecting a list, you can then choose to filter the list. To filter, click Define a Filter NOTE: If using SAS, the filter is defined after selecting columns. In the Define a Filter dialog, choose to use the filter defined in the list view selected by picking Items in a List View. Otherwise, pick Some Items (Recommended) to build a filter specifically for this schema using the CAML Query Builder. See Select the Filter for your Schema-based Rollup for more information about building a filter with the CAML Query Builder.
4.	Included Lists, Step 3 (if using BAS, this is Step 4): Include List. After you select a discovery mode and a list, click the Include List in Rollup button to add the list to the Included Lists table. IMPORTANT: The FIRST list that you include is known as the master list. When using the SharePoint Aggregation Service, all subsequent lists included MUST be of the same type as the master. When selecting columns to be included in a rollup using the SharePoint Aggregation Service (SAS), they are selected from the master list.
5.	If desired, choose another list from another site collection and include it in your rollup. After clicking Include List in Rollup, two lists will be shown in the Included Lists table. NOTES: When choosing a second list, the list of available lists/libraries in the selected site will be shorter if using the SAS, as it will include only those lists/libraries of the same type as your MASTER list (the first list chosen). When auto-discovering items, the more lists/libraries you include in the Included Lists table, the longer it will take to display the contents of your rollup.

Create a new List Rollup Schema

Select the Filter for your Schema-based Rollup

Create a new List Rollup Schema

To configure the filter for your schema-based List Rollup, follow these steps:

Step	Action
1.	If you don’t want to filter the data, you still need to configure the Filter section. You won’t be able to create your schema until you do. For no filter, choose to return All Items, as shown below.
2.	Otherwise, choose to filter the data returned. Click Some Items (Recommended) in the Define a Filter dialog. The Criteria Builder will appear on the screen with an area to copy the CAML Query to. Although you can usually filter the data on the client side, it is ALWAYS better to filter the rollup in the schema definition rather than at display time (on the client side). Only get the data that you need to display!
3.	It’s easiest to use the Criteria Builder to build your CAML query, which will perform as the filter. However, if you are a CAML expert, you can enter the CAML directly in the CAML Query area. Follow the steps below to build a CAML Query using the Criteria Builder. Build your criteria by selecting a column from your MASTER list using the Field Name selection list. Choose an appropriate Comparison and then enter a Value. Add additional criteria by making a selection in the And/Or drop-down box. Group (or ungroup) multiple criteria by checking the box for the rows to group and clicking the Group (or Ungroup) button. Grouping allows you to control the order of operation of your criteria. If needed, delete criteria by checking the box for the rows to delete and clicking the Delete button. Once your criteria is specified in the Criteria Builder, click the Copy Criteria to CAML Query Field button. This writes the CAML appropriate for your criteria. For additional help with CAML queries, click the Show Help button () next to the CAML Query box and see Additional Tips for using the CAML Criteria Builder. The CAML Query will be generated and will appear in the CAML Query box. When ready, click Save to save your filter and close the dialog. Otherwise, click Cancel to close the dialog box without saving anything. NOTE: All the columns from your MASTER list/library will be available for selection in the Criteria Builder, not just the ones you have decided to include in your rollup. The screen shot below shows a CAML Query and the associated Crtieria used to build it. The query gets the Tasks where Due Date is in the past by one day and Status is not equal to Completed. In other words, this query gets only overdue tasks.

Step

Action

If you don’t want to filter the data, you still need to configure the Filter section. You won’t be able to create your schema until you do. For no filter, choose to return All Items, as shown below.
hw24 lrsd filter all.jpg

Otherwise, choose to filter the data returned. Click Some Items (Recommended) in the Define a Filter dialog. The Criteria Builder will appear on the screen with an area to copy the CAML Query to.

Although you can usually filter the data on the client side, it is ALWAYS better to filter the rollup in the schema definition rather than at display time (on the client side). Only get the data that you need to display!

It’s easiest to use the Criteria Builder to build your CAML query, which will perform as the filter. However, if you are a CAML expert, you can enter the CAML directly in the CAML Query area. Follow the steps below to build a CAML Query using the Criteria Builder.

Build your criteria by selecting a column from your MASTER list using the Field Name selection list. Choose an appropriate Comparison and then enter a Value. Add additional criteria by making a selection in the And/Or drop-down box. Group (or ungroup) multiple criteria by checking the box for the rows to group and clicking the Group (or Ungroup) button. Grouping allows you to control the order of operation of your criteria. If needed, delete criteria by checking the box for the rows to delete and clicking the Delete button.
Once your criteria is specified in the Criteria Builder, click the Copy Criteria to CAML Query Field button. This writes the CAML appropriate for your criteria. For additional help with CAML queries, click the Show Help button () next to the CAML Query box and see Additional Tips for using the CAML Criteria Builder.
The CAML Query will be generated and will appear in the CAML Query box.
When ready, click Save to save your filter and close the dialog. Otherwise, click Cancel to close the dialog box without saving anything.

NOTE: All the columns from your MASTER list/library will be available for selection in the Criteria Builder, not just the ones you have decided to include in your rollup.

The screen shot below shows a CAML Query and the associated Crtieria used to build it. The query gets the Tasks where Due Date is in the past by one day and Status is not equal to Completed. In other words, this query gets only overdue tasks.

Create a new List Rollup Schema

Select the Columns to include in your Schema-based Rollup

Create a new List Rollup Schema

To select the columns to include in your schema-based rollup, follow these steps:

Step	Action
1.	Click Select Columns to display the Select Columns dialog. The button will be grayed until a list is selected.
2.	In the Select Columns dialog, The columns found in the selected list are listed in the Available Columns list. Highlight a column in Available Columns and click the right arrow button () to move it to the Selected Columns list. If desired, select multiple columns by holding down the Ctrl key on your keyboard while clicking to highlight a column. IMPORTANT: Only the select the columns that you need to display in your rollup. Getting, formatting, and displaying data in a rollup takes time. Achieve optimal performance by selecting only the columns you need. IMPORTANT: The column names shown in the Available Columns list box are the display names of the column. To ensure your data rolls up properly within the columns you select, you must make sure the internal names of the columns and the column attributes match across all lists. For example, if you select a Status column in the master list with an internal name of ‘Status’ and data type of Choice that allows a single selection, then only those included lists that contain single-Choice columns with an internal column name of ‘Status’ will be rolled up. If desired, choose to also include a hyperlink to the List Name and Site Name of each aggregated item. When ready, click Save to save your column configuration and close the dialog. Otherwise, click Cancel to close the dialog without saving anything. NOTE: The order that the columns are selected is not important in this section. You are defining the schema here and not yet deciding how to display the data to the end user.
3.	When ready, click Save to save your configuration and close the dialog. Otherwise, click Cancel to close the dialog without saving anything.

Step

Action

Click Select Columns to display the Select Columns dialog. The button will be grayed until a list is selected.

In the Select Columns dialog,

hw24 lrsd select columns with letters.jpg

The columns found in the selected list are listed in the Available Columns list.
Highlight a column in Available Columns and click the right arrow button () to move it to the Selected Columns list. If desired, select multiple columns by holding down the Ctrl key on your keyboard while clicking to highlight a column.

IMPORTANT: Only the select the columns that you need to display in your rollup. Getting, formatting, and displaying data in a rollup takes time. Achieve optimal performance by selecting only the columns you need.

IMPORTANT: The column names shown in the Available Columns list box are the display names of the column. To ensure your data rolls up properly within the columns you select, you must make sure the internal names of the columns and the column attributes match across all lists. For example, if you select a Status column in the master list with an internal name of ‘Status’ and data type of Choice that allows a single selection, then only those included lists that contain single-Choice columns with an internal column name of ‘Status’ will be rolled up.
If desired, choose to also include a hyperlink to the List Name and Site Name of each aggregated item.
When ready, click Save to save your column configuration and close the dialog. Otherwise, click Cancel to close the dialog without saving anything.

NOTE: The order that the columns are selected is not important in this section. You are defining the schema here and not yet deciding how to display the data to the end user.

When ready, click Save to save your configuration and close the dialog. Otherwise, click Cancel to close the dialog without saving anything.

Create a new List Rollup Schema

Select a List or Library for Cross Site

Return to Toolpane Configuration Settings

Each instance of Cross Site Display can display one SharePoint list or library. See the table below containing the instructions for the lists, libraries, and views that can be displayed in the Cross-Site Display Web Part.

To select a list or library to display in an instance of Cross Site Display:

Step	Action
1.	Click the View Lists and Libraries button to populate the Available Lists and Libraries drop-down list.
2.	In the SharePoint List or Library drop-down list, select the list or library to display in the Cross-Site Display Web Part

Top

The following lists, libraries, and views can be displayed in Cross Site Display:

Libraries		Views
Document Library		Standard Views
Form Library		Calendar Views
Picture Library		Gantt Views
Wiki Page Library		Survey List Views
Lists		Overview
Announcements		All Responses
Calendar		Graphical Summary
Contacts		Discussion Board Views
Custom Lists		Subject View
Discussion Board		Flat View
Issue Tracking		Threaded View
Links		Picture Library Views
Project Tasks		Detailed View
Survey		Filmstrip View
		Thumbnail View

Top

Select a default view for Cross Site

Return to Toolpane Configuration Settings

Select the view to display by default for the list or library. Cross Site Display will automatically discover the default view for the list or library. You can restrict Cross Site Display to display only this view by disabling the View drop-down menu in the toolbar settings.

Notice in this example a Task list has been chosen and this type of list typically has multiple views. You can select the view called “My Tasks” and whomever opens the page where the web part has been placed will see tasks assigned to them in the view. If you were to choose the “Due Today” view, then only tasks that are due now will show up in the view on the page.

Select a Picture Library to Store User Profile Plus Images

Return to Overview of Web Part Configuration

In this section of the configuration tool pane, you set where to store pictures that are used for user profiles. When you upload a picture for a user profile, User Profile Plus will automatically store it in the specified SharePoint Picture Library.

Step	Action	Result
1.	Enter a SharePoint site URL	Enter the URL for the site that has the Picture Library you want to use.
2.	Connect	Click Connect to connect the SharePoint site and populate the Library drop-down box with all the Picture Libraries available from that site.
3.	Library	Select a picture library.

Select a Language

Back to Create a New Chart

Language settings can be found under Chart Setup > Display > Advanced Settings, about halfway down the page.

Use the dropdown to select a language.

Select Site URL Containing SharePoint List

Return to Toolpane Configuration Settings

Each instance of Cross Site Display can display one SharePoint list or library.

Enter the site URL that contains the SharePoint list or library to be displayed. Click the View Lists and Libraries button to load all lists and libraries from the specified site. Site URLs can be absolute (http://servername/site) or relative (./site).

NOTE: Bamboo recommends using a relative URL if the Web application has multiple access points using Alternative Access Mappings (AAM) or if the Web Part will be saved as part of a site template.

Select Lists for a Classic Edition List Rollup

Create a new List Rollup

Step	Action
1.	From the Site text box, enter a static site URL or a relative URL path (./) to a site. You may select from sites within and across the site collection. Next click the green arrow button () to populate the List selection down-down box with values from that site. IMPORTANT: It is recommended that you use relative paths if this page will be included in a site templates, if your environment uses multiple Alternative Access Mappings, or if you intend to migrate the content database anytime in the future.
2.	From the List drop-down box, select a list. The View selection down-down box will be populated with values from that list.
3.	From the View drop-down box, select a view. This List View filters the included lists according to any filters applied to the List View.
4.	[Optional] By default, the rollup will use the filtering criteria defined in the selected View. This filtering can be overridden with a custom query using the CAML Query text box. Type in a CAML query from scratch or use the Get View Query link to copy the View filter CAML and work from there. As a reminder, this step is optional. You can also build a CAML query by using the Criteria Builder; this tool is built into the Web Part, and enables you create custom filters without any knowledge of CAML. For information on using the Criteria Builder (and filtering in general), see How to Filter the Rolled Up Data View Web Part.

Create a new List Rollup

Select Search Columns

Return to Overview of Web Part Configuration

The Search selections display the user profile attributes that can be used in the Advanced Search window. You can select which fields can be used as the search criteria, by adding the fields from the left pane to the right pane. Highlight more than one column on the left Available Columns box and click the > symbol to move them into the Search Columns box on the right. (If you click the double symbol >>, then all the Available Columns move into the Search Columns box.)

In the example above, we selected five columns which show in the sample image here. Depending on the columns you configure to show, end users will be able to search on those columns in the Advanced Search tool in the web part as displayed here.

Below the Advanced Search columns configuration, there is also a check box to select all columns when users search without clicking on the advanced search option. Checking the box lets User Profile Plus execute the search across all columns in the list.

Select a column to display

Return to Configuration Overview

Follow these steps to configure the left side display of the Virtual Map View:

Step	Action	Result
1.	Select a column to display in map. Select a column name from the drop-down list to be displayed in the Map View under the Select View option.	The column you select here shows up on the interface here.
2.	Records per page. You can specify the number of records to be displayed on the map. The additional records can be viewed by the Next and Previous buttons at display time. If this value is left blank, the web part default is to display 20 records at a time. Displaying icons in pages may speed you page load times since only the items in the first page are loaded initially.	If your list has more records than your limit, the web part displays numbers next to the navigation drop-down menu to help navigate to more records. To display all the icons, regardless fot he Records per Page, select View All from the selection list at the bottom of the list.

Step

Action

Result

Select a column to display in map. Select a column name from the drop-down list to be displayed in the Map View under the Select View option.

The column you select here shows up on the interface here.
column to display.png

Records per page. You can specify the number of records to be displayed on the map. The additional records can be viewed by the Next and Previous buttons at display time. If this value is left blank, the web part default is to display 20 records at a time.

Displaying icons in pages may speed you page load times since only the items in the first page are loaded initially.

If your list has more records than your limit, the web part displays numbers next to the navigation drop-down menu to help navigate to more records.

To display all the icons, regardless fot he Records per Page, select View All from the selection list at the bottom of the list.

Return to Configuration Overview

Select a Data Source

Return to Configuration Overview

Mini-Calendar links items in a SharePoint list, a Bamboo List Rollup, or Business Connectivity Service (BCS) data source to a compact calendar view.

After you add Mini-Calendar to a SharePoint page, edit the web part and select the data source settings as described below.

Choice	Option	Action
Depending on the choice you make here, different options appear below:
SharePoint List or Library
Select a SharePoint list or library in the current site to display in Mini-Calendar.
	Select a display column:	Select a column from the list or library to be displayed as a tooltip when hovering over a date in Mini-Calendar.
	Select a view to filter calendar items:	Select a view of the list or library that contains the items to display in Mini-Calendar.
	Select a column of type Date and Time to base the calendar on:	Select a list or library column of type Date and Time that contains the date Mini-Calendar should use to display the item.
Bamboo List Rollup – Schema

	Enter page URL where Bamboo List Rollup Data View resides:	Enter the URL of the page that contains the List Rollup Data View Web Part and click the Load Schemas button. NOTE: Page URLs can be absolute (http://domain/site/default.aspx) or relative (./site/default.aspx). Note: Relative URLs should be used for SharePoint Web applications containing multiple Alternative Access Mappings (AAM) or if the Web Part is part of a site template.
	Select a List Rollup Schema:	Select the List Rollup Data View that contains the items you want to display in Mini-Calendar.
	Select a display column:	Select a column from the List Rollup Data View to be displayed as a tooltip when hovering over a date in Mini-Calendar.
	Select a column of type Date and Time to base the calendar on:	Select a column of type Date and Time that contains the date the Mini-Calendar should use to display the item.
Bamboo List Rollup – Classic Edition
Select this option to display items from a List Rollup Data View created using Bamboo List Rollup – Classic Edition Web Part.	Enter page URL where Bamboo List Rollup Data View resides:	Enter the URL of the page that contains the List Rollup Data View Web Part and click the Load Schemas button. NOTE: Page URLs can be absolute (http://domain/site/default.aspx) or relative (./site/default.aspx). Note: Relative URLs should be used for SharePoint Web applications containing multiple Alternative Access Mappings (AAM) or if the Web Part is part of a site template.
	Select a List Rollup Schema:	Select the List Rollup Data View that contains the items you want to display in Mini-Calendar.
	Select a display column:	Select a column from the List Rollup Data View to be displayed as a tooltip when hovering over a date in Mini-Calendar.
	Select a column of type Date and Time to base the calendar on:	Select a column of type Date and Time that contains the date Mini-Calendar should use to display the item.
MashPoint/BDC
Use this option to display items from legacy data sources using Bamboo MashPoint or the SharePoint Business Data Catalog (BDC). NOTE: To enable this option, install the MashPoint Runtime Components provided with the Mini-Calendar installation package.
	Data Source Setting:	Enter the name of the BCS application you want to connect to and click the Check External Content Type exists icon () to right of field. To search for available applications, click the Select External Content Type icon ().
	Select a display column:	Select a column from the BCS application to be displayed as a tooltip when hovering over a date in Mini-Calendar.
	Select a column of type Date and Time to base the calendar on:	Select a column of type Date and Time that contains the date the Mini-Calendar should use to display the item.

Security Settings for User Account Setup

Return to User Account Setup Configuration

After you first add User Account Setup to a page, the web part cannot be used to create accounts. A SharePoint user with the Full Control permission level or higher on the site must first configure the web part and select specific SharePoint groups and/or permission levels who are authorized to create accounts.

To authorize users who are members of SharePoint groups or permission levels to create accounts, add groups and permission levels in the Security Settings tab as described below. To begin configuring the Bamboo User Account Setup Web Part, first edit the Web Part:

Step	Action	Result
1.	In the Preference section of the Web Part Settings, click the Security Settings tab.
2.	Select one or more SharePoint groups and/or permission levels, and use the arrow buttons to move them to the Selected SharePoint Groups or Selected Permission Levels section.	NOTE: Only SharePoint groups and permission levels that exist in the site where the Bamboo User Account Setup Web Part instance resides will be available.
3.	Any user in the selected SharePoint group OR with the selected permission level can now use the Web Part to create accounts.	After the Security Settings are configured, users who access User Account Setup without the required permissions will see the following error message:

Security Considerations for User Profile Sync

User Profile Sync requires credentials for accounts that have read and write access to both the Active Directory and SharePoint User Profile. In order to ensure User Profile Sync is used without compromising security in your domain, please review the security types in the table below and take the appropriate steps based on your environment.

Also see:

IMPORTANT: For the AD to Contacts List sync type, the MOSS 2007 or SharePoint Server 2010/2013 account must belong to a group that has Contributor rights or better. This account must be able to edit the Contacts List in order to update it. You must also check that the permissions on the Contacts List itself allow the MOSS 2007 or SharePoint Server 2010/2013 account user to edit the list. You can check the List Permissions in the List Settings of the Contacts List.

Security Type	Description	Steps
Active Directory (AD) Services Access Account for reading and writing	This account is used to read and update the Active Directory profile data. The AD account must have Read and Write permissions to the AD user objects.	To check if the account has the appropriate permissions: Open the Active Directory Users and Computer console application. Select View and check the Advanced Features. Select a Forest or Organization Unit, right click and select Properties. Select the Security tab (shown above). Make sure that the Access Account you are using has Read and Write permissions to read and update the particular object.
Active Directory (AD) Services Access Account for reading only	This account is used to read the Active Directory profile data. The AD account must have Read permissions to the AD user objects. Write permissions are not required if you are updating SharePoint User Profiles from AD.	To check if the account has the appropriate permissions: Open the Active Directory Users and Computer console application. Select View and check the Advanced Features. Select a Forest or Organization Unit, right click and select Properties. Select the Security tab (shown above). Make sure that the Access Account you are using has Read permissions to read the particular object.
Windows SharePoint Services (WSS) 3 .0 Access Account	This is a WSS 3.0 account that must be a member of the Site Collection Administrators of all Site Collections.	To add the correct rights to a site group: Login with a user who is a member of the Site Collection Administrators. Click on Site Settings on the top level Actions menu of your SharePoint site. Click on Site Collection Administrators in the Users and Groups section. Add either the individual domain user or a domain Security Group. Click OK.
Microsoft Office SharePoint Server (MOSS) 2007 or 2010/2013 Access Account	For the MOSS 2007 SSP Profiles to Active Directory Services sync type, the MOSS 2007 account must belong to a site group that has the right to manage user profiles.	To add the correct rights to a site group: Click on Site Settings on the top level menu of your SharePoint site. Click on Advanced Permissions. Create a New Group. Add users to the group and assign the group a permission level. Click OK. To manage the Shared Services Rights, navigate to the following page within the SharePoint Central Administration: http://YourSharePointCentralAdminSiteName/ssp/admin/_layouts/ManageServicePermissions.aspx Add a user and assign them the “Manage User Profiles” permission. Click Save.

Searching in All Columns

If the Allow users to search in all columns option is selected in the Web Part settings, a field called Search in all columns for will be displayed in List Search Simple . Enter one or more search terms in this field to search text in all columns of the SharePoint list or library. If configured, this search will also include the content of list item attachments or document library files.

IMPORTANT: This search leverages the SharePoint Search Service and requires that SharePoint Search be enabled and configured. For an item to be found using the Search in all columns for field in List Search Simple , you must also be able to find it in SharePoint Search.

Entering search terms in the Search in all columns for field overrides any search terms entered in other search criteria fields. The Search Criteria Join Operator setting does not apply to this field. For help combining multiple search terms, read Search String Tips and Tricks.

See also:

Searching Using AND OR or MINUS

There are several operators that can be used when searching for content. Users can search for multiple criteria in the same field using AND, “quotes around search term” or + plus sign. Content can also be found using the OR operator or you can eliminate results using the – minus sign. See examples for each below.

Using search operators AND, Quotes or Plus:

	In the examples below, the terms “Troubleshoot” and “Farm” are used to search for articles. In this example, the user is searching for both words “Troubleshooting” AND “Farm” using the AND operator.
	Even without the AND operator, the results are the same if using quotes around the two search words.
	In this example, the plus (+) operator is used and again the results are identical.

Using search operators OR or a Space

	The term “PowerShell” or the term “SharePoint 2010” are both used to search for articles. Results containing either of the terms will display.
	Users can search for multiple criteria in the same field using OR or a space. The results are the same regardless of how the search terms are entered.

Using search operator Minus

Users can omit specific criteria when searching by using the minus sign (-). In this example, articles that include “Bamboo” but do not include “2010” are displayed by entering Bamboo -2010 for the search string.

How to Search Multiple Columns

You can search in more than one field at a time by entering values in multiple search criteria fields. Depending on which option was selected when the web part was configured, search terms will be joined with either the OR or the AND operator.

With the OR operator, items will be displayed in the search results if they match any of the search terms.
With the AND operator, items will be displayed in the search results only if they match all search terms.

Contact your SharePoint site administrator if you are not sure which option is configured for the web part.

See also:

Search specific columns using Advanced Search

When your site administrator configured the User Profile Plus web part, the columns selected in the configuration are the columns that you see in the Advanced Search section of the web part.

Step	Option	Description
1.	Search Criteria	To conduct an advanced search, enter your search criteria into your search box.
2.	Search Operators	You have the options to search using search operators of AND or OR. If you enter search criteria in multiple columns and get no results, you may not have the right combination to get results.
3.	Search or Reset or Close Buttons	The three buttons behave as follows: Search executes a search for users based on your criteria entered above. Reset clears your search criteria so you can start over. Close shuts down the search criteria window.
4.	Search Results	The results of your search display on the left side of the web part.

Columns configured for Advanced Search

Columns displayed for Advanced Search

If you want to search by different columns, contact your site administrator to request different search columns be added to the web part interface.

Search function is not returning any search results

Community Central search might not work if one of the items below is set up incorrectly. You or your server administrator can check each item in the list below and then try using the search again.

Does your server meet Microsoft specifications for SharePoint 2013?
Do you see results when you search in a site outside of Community Central?
Is the Search service application set up and running correctly? Follow the steps in this article: Create and configure a Search service application in SharePoint 2013.
- Are the following services running?
- SharePoint Search Host Controller
- SharePoint Server Search 15
- SharePoint Timer Service

Follow the steps here to clear the Configuration Cache.
Install the cumulative updates. See this Microsoft article for the updates for SharePoint 2013
Is the Search Server Web Parts and Templates site collection feature activated at the site collection level?

Search String Tips and Tricks

Following are some tips and tricks for creating search strings:

To search text columns for a specific phrase:

Surround the phrase in quotation marks. For example, to search for professional services but not professional installation services, enter “professional services“.
Alternatively, to exclude specific words from the results, prefix the word with a minus sign (-). For example, to find all kinds of professional services except professional installation services, enter professional services -installation.

To search a text column for any of several words:

Simply enter all the words separated by spaces. Entering multiple words in a search box implies an OR between each word. You can also enter the OR explicitly. For example, to find items related to services or quotes, you can enter the search term services quote, which implies services OR quote.

To search a text column for *all* of several words:

Separate each word with AND (not case-sensitive) or the plus sign (+). For example, to search for quotes that are also renewals, enter quote AND renewal or quote+renewal.

All of the search tips above are also valid for the full text search field Search in all columns for.

When searching using date fields:

List Search Simple provides several operators in addition to Is Equal:
Use Is Before or Is After to match results on or before/after the specified date.
Use Is Between to match results between two dates, inclusive.
Use Is Near to match results within a specified number of days plus or minus the date, inclusive.
Match more than one value for Choice or Lookup columns (with an OR operator) by selecting each value in the drop-down list for the column.
Yes/No columns can be searched by selecting either Yes or No (or both) in an option drop-down list in the search form. If a list item has neither option selected, match it by clearing both selections in the search form. “Not selected” is not the same as “Yes” OR “No”.

See also:

Configure List Search Results

Overview of the Simple Search Configuration Tool Pane

The Search Results Configuration settings define how search results are displayed in the List Search Simple Web Part. These settings provide you a way to customize what you prefer your users within your environment can see and interact with when they use List Search Simple. Listed in the table below are the sections of the web part settings that you can control to optimize search results for your organization.

Define the columns and view options for the search results grid:

Section	Description	Display
Use existing list view	When this option is checked, the columns displayed in the search results, number of items displayed, and the item sort order will match the settings configured for the list view selected in the Available List Views drop-down list. Additionally, checking Display List View Selector will allow end users to select an existing list view to determine which columns are shown in the search results.	NOTE: Changing the list view configuration in the SharePoint list will affect the search results display in List Search Simple.
Define custom view options	If you are worried about someone changing your selected list view without letting you know, you can configure the search results display options specifically for this instance of your List Search Simple. Choose this option. Select the columns to be displayed by highlighting the column in the Available Columns list and clicking the > button to move it into the Selected Columns list. Control the number of items to display per results page as well as the item sort order.	Highlight several columns at once by holding the CTRL key while selecting the next column in the Available Columns list.
Search Result Options	Display both search criteria and search results: When this option is checked, search results will be displayed below the search criteria. When the option is unchecked, the search criteria will be replaced by search results. Allow printing of search results: When this option is checked, the Print button is available on the search results screen. Allow export of search results to Excel: When this option is checked, the Export to Excel button is available on the search results screen. Enable filtering from column headers: When this option is checked, users can filter and sort search results using the column headers as filter and sort values to narrow and sort their search respectively. Enable CallOut Preview Menu (Availble for Document Libraries in SharePoint 2013 Only): When this option is enabled, classic context menu will be replaced with SharePoint 2013 callout menu that display the preview of the document as well as other properties to manage document. Highlight search terms in results: When this option is enabled, search queries and terms are highlighted in the result set.

Configure Search Criteria

Top

Overview of the Simple Search Configuration Tool Pane

Each instance of the List Search Simple Web Part can search one SharePoint list or library.

In the Search Criteria Configuration settings page, identify the list or library to search and define search criteria.

Select a List or Library to Search
Search Columns
Individual Column Search Options
All Inclusive Search

Top

Select a List or Library to Search

Click Search Criteria Configuration in the Search Settings section of the List Search Simple Web Part Settings page.

Step	Action
1.	In the Enter a SharePoint site URL box, type the path to the SharePoint site that contains the list or library to search. The site can be part of any site collection in the Web application. Site URLs can be absolute (http://servername/site) or relative (./site). Bamboo recommends using a relative URL, especially if the Web application has multiple access points using Alternative Access Mappings (AAM) or if the Web Part will be saved as part of a site template.
2.	Click the button to populate the Available Lists and Libraries.
3.	In the Select a list or library drop-down list, select the list or library to use as the source for your search.

Top

Search Columns

Select the list or library columns you want users to be able to search.

NOTE: If you do not select any columns, List Search Simple will only display a single column to search all columns (if that option is enabled).

To make a column searchable, select it in the Available Columns list on the left and click the > button to add it to the Selected Columns list on the right.

Hold down the SHIFT or CTRL key to select and move more than one column at a time.
To add all columns to the searchable columns list, click the >> button.
To remove a column from the list of displayed columns, select the column or columns to remove and click the < button.
To remove all columns, click the << button.
The order that the columns are listed will be the order that they appear to end users. To reorder the displayed columns, select a column in the Selected Columns list and click the up or down arrow to move the selected column one position.

Top

Individual Column Search Options

Whole Word Search/Partial Word Search: Select the method to use for matching search terms in item text. Whole Word Search will only find a match when the string in the search field matches the entire word in the item text. For example, if the search value is Test, only items containing the exact word Test will be returned, not items containing Testing or Tests. Partial Word Search will match the search string anywhere it occurs. For example, the search string Test would match Test, Tests, or Testing.
Auto-fill default column value: For any SharePoint Single line of text column in the list or library that has a default value configured, the List Search Simple Web Part will display the default value as the default search term when this option is checked.

NOTE: This option currently applies to Single line of text columns only.
Disable drop-down menu for Lookup columns: Check this option to display the search box for SharePoint Lookup columns as a text box instead of a drop-down list of choices.

IMPORTANT: Bamboo recommends disabling Lookup fields if the lookup list has more than 200 items. Populating the drop-down list for large Lookup columns can slow the performance of the List Search Simple Web Part.

Search Criteria Joining Operator: If search terms are entered in more than one column, the Search Criteria Joining Operator selection determines how a match is found by joining each individual column criteria.
- Select the OR operator to display items that match any search term.
- Select the AND operator to display items only if they match all search terms.
  
  End users can add additional Boolean operators to their search criteria. See Search String Tips and Tricks for more information.
  
  Top

All-Inclusive Search Options

Sometimes users aren’t sure what column to search in. When this is the case, the List Search Simple Web Part can leverage the SharePoint Search service to allow searching in all list or library columns using a single search field.

Check the option Allow users to search in all columns to add an additional field (highlighted below) to the search criteria list called Search in all columns for. Users will be able to enter search criteria in this column if they aren’t sure which specific column to search in.

If this option is not checked, only the columns selected in the Search Columns configuration section will be displayed.

IMPORTANT:

SharePoint Search must be enabled and configured in your SharePoint farm and the list/library content must be indexed for searching in order to use the all-inclusive search option.

End users choose to search in all columns (all-inclusive) OR search in specific columns, regardless of the Search Criteria Joining Operator. It is not possible to search by entering criteria in both places.

When the Allow users to search in all columns option is checked, the following additional features define search behavior:

Search scope title: To improve search performance, enter the smallest SharePoint Search scope that includes the list data you want to search.

NOTE: Search scopes are only configurable in MOSS 2007 or SharePoint Server 2010. In SharePoint 2013 they are called Result Sources.
Include document content: Check this option to also search the text in list item attachments and document library items.

NOTE: Only document types that are indexed for SharePoint Search can be searched with the List Search Simple Web Part. For more information about searching documents, consult the documentation for your SharePoint version.

To display only the Search in all columns for field, remove all other columns from the Search Columns list.

In order for results to be found using the Search in all columns for field, the configured list must be included in the SharePoint Search configuration. If searches using the List Search Simple don’t return the expected results, be sure the list contents are indexed and can be found using the out-of-the-box SharePoint Search.

Top

Searching Community Central

Community Central allows you to search for keywords in blogs and forum posts. By default, the search text box is displayed at the top of every Community Central page. Using the drop-down list, you can choose the location to perform your search.

General Search Tips:

Use specific phrases to narrow down your search. If there are not enough hits or your search results did not return the item you were looking for, you can shorten your search phrase in order to get a larger result set.
Put quotation marks around a specific phrase that you want to search for. For example: “SharePoint 2010” will look for the word “SharePoint” that is followed immediately by the string “2010”.
Avoid using words such as “the” or “of”. These words are often ignored by the search engine.
The current release of Community Central does not support Boolean or wildcard search. This is true even if you are using SharePoint Search Server or FAST Search as the primary search engine in your SharePoint farm.

NOTE: The contents of Community Central blogs and forums are indexed using the schedule specified by your server farm administrator. For example, if your farm is indexed once per day, articles may not appear in search results until the next day, after the search engine has indexed them.

IMPORTANT: The search results are trimmed according to the security permissions set up by the community administrator. If you do not have permission to view a forum or blog site, you will not see search results from those sites.

To search Community Central, enter a word or phrase in the search text box and hit Enter, or click on the magnifying glass button to the right of the text box. Community Central will search for the terms you entered in the body text and titles of every blog and forum post.

Using Filters

You can also set filters to restrict your search to different areas of the community. Community Central allows you to narrow the search scope to:

In this community: Search for keywords in the entire Community Central site collection.
In all forum sites: Search for keywords in all forum sites.
In all blog sites: Search for keywords in all blog sites.
In this site: Search for keywords in the current site only.

Once the search is completed, Community Central displays the search result page as shown below:

NOTE: If search does not return any results, follow the troubleshooting steps in the Community Central FAQs.

Limit Scope

When you search using In this site as the search scope, the search results will be narrowed to return only items in the site that you are currently viewing. Community Central will return the search results using the standard SharePoint search results format.

Site Search

When you search using In this site as the search scope, the search results will be narrowed to return only items in the site that you are currently viewing. Community Central will return the search results using the standard SharePoint search results format, as shown below:

Scheduling a Sync Process to Run Unattended

After successfully configuring a User Profile Sync process and saving the settings to a configuration template file, you can schedule a sync process to be run unattended through Windows NT scheduler. To schedule a sync job, do the following:

Step Action

1. Create a new scheduled task in the NT Scheduler on the SharePoint server, which is where the Bamboo User Profile Sync application is licensed.

Configure the scheduled task to run the following command line:

"C:Program FilesBamboo Solutions CorporationBamboo User Profile<BR>SyncBamboo.SPProfileADSync.exe" 
/s /t "C:Program FilesBamboo Solutions CorporationBamboo User Profile SyncSchedule.xml"

The command line parameters are:

The path and filename to the executable
/s tells the program to run without displaying the user interface
/t precedes the path and filename of the sync configuration template
The path and filename to the sync configuration file (an .xml file)

The User Profile Sync process references the Bamboo.SPProfileADSync.exe.config file in the same directory as the executable file, as well as the sync configuration file specified on the command line during execution.

Schedule Multiple Export Jobs

The Bamboo User Profile Sync application is designed to run in the background and execute one job at a time. In order to execute multiple background jobs, you must use the /t command line parameter to specify the appropriate sync configuration file.

NOTE: The “Run as” account for the scheduled task needs to have the same permissions as the access accounts as noted in the Security Considerations page under this Configuration section.

PM Central Portfolio – Schedules Tab

Overview of the PM Central Hierarchy	Overview of the Portfolio Site

The Schedules tab on the portfolio site displays a Timeline Gantt of active projects as well as a data view of the project tasks associated with active projects.

NOTE: The Web Parts shown on the Schedules page of department sites are the same as those on the portfolio site. The content displayed in the Web Parts will be determined by the department site’s filter configuration.

Schedule tab

	Name / Web Part	Description
1.	Timeline Gantt Custom PM Central Web Part	The Timeline Gantt Web Part displays a Gantt summary of projects, showing the project timeline of Active projects in the portfolio, and project’s % complete. Clicking a Project timeline or Milestone will provide additional information about the item. The Timeline Gantt Web Part will not display any content by default. Use the provided toolbar to determine what project timelines will be displayed. To display a filtered view of the active projects in the portfolio, click the filter icon next one or more of the filter types and select the project type, status and/or department you want to display, then click the green arrow. To display all active projects in the portfolio, simply click the green arrow next to the filter settings. To clear the filters, click the delete icon. The default time scale in the Timeline Gantt is months. To change the scale, click Zoom In or Zoom Out in the toolbar menu. Display project milestones by clicking the Show Milestones option. Click *Hide Milestones to remove them from the Gantt. Milestones are stacked vertically, or wrapped, by default. To display milestones horizontally, click Unwrap Milestones. To display them vertically again, click Wrap Milestones**. Information on configuring the Timeline Gantt web part is available here
2.	Project Summary Bamboo Data-Viewer Web Part	The Project Tasks list is a display of all project tasks associated with Active projects, that have an Active Phase Status. Tasks with the status Not Started, Completed, Deferred and Waiting on Someone else will be included in this display.

Name / Web Part

Description

Timeline Gantt

Custom PM Central Web Part

The Timeline Gantt Web Part displays a Gantt summary of projects, showing the project timeline of Active projects in the portfolio, and project’s % complete. Clicking a Project timeline or Milestone will provide additional information about the item.

The Timeline Gantt Web Part will not display any content by default. Use the provided toolbar to determine what project timelines will be displayed.

To display a filtered view of the active projects in the portfolio, click the filter icon next one or more of the filter types and select the project type, status and/or department you want to display, then click the green arrow.
To display all active projects in the portfolio, simply click the green arrow next to the filter settings.
To clear the filters, click the delete icon.
The default time scale in the Timeline Gantt is months. To change the scale, click Zoom In or Zoom Out in the toolbar menu.
Display project milestones by clicking the Show Milestones option. Click Hide Milestones* to remove them from the Gantt.
Milestones are stacked vertically, or wrapped, by default. To display milestones horizontally, click Unwrap Milestones. To display them vertically again, click Wrap Milestones.

Information on configuring the Timeline Gantt web part is available here

Project Summary

Bamboo Data-Viewer Web Part

The Project Tasks list is a display of all project tasks associated with Active projects, that have an Active Phase Status.

Tasks with the status Not Started, Completed, Deferred and Waiting on Someone else will be included in this display.

Overview of the PM Central Hierarchy	Overview of the Portfolio Site

Schedule the Cleanup Application to Run Unattended

After successfully configuring a Bamboo Attachment Clean Up Application and saving the settings to an .xml file, you can schedule an import job to run unattended through Windows Task Scheduler. To schedule an clean up job, do the following:

Step Action

1. Create a new scheduled task in the Task Scheduler on the machine where the Import application is licensed. Task Scheduler is typically accessed via Start > Administrative Tools > Task Scheduler.

Step	Action
1.	Create a new scheduled task in the Task Scheduler on the machine where the Import application is licensed. Task Scheduler is typically accessed via Start > Administrative Tools > Task Scheduler.
2.	Configure the scheduled task to run the following command line: `"c:Program FilesBamboo Solutions Corporation Bamboo Attachment Clean Up ApplicationBamboo.AttachmentCleanUp.exe" /s /t "c:Program FilesBamboo Solutions Corporation Bamboo Attachment Clean Up ApplicationSchedule.xml"` Where /s tells the program to run without displaying the user interface /t precedes the path and file name to the clean up configuration file name Schedule.xml is the name of the Config File Name you created during the configuration of the Clean-up Application.

Configure the scheduled task to run the following command line:

"c:Program FilesBamboo Solutions Corporation
    Bamboo Attachment Clean Up ApplicationBamboo.AttachmentCleanUp.exe" /s /t 
"c:Program FilesBamboo Solutions Corporation
    Bamboo Attachment Clean Up ApplicationSchedule.xml"

Where

/s tells the program to run without displaying the user interface
/t precedes the path and file name to the clean up configuration file name
Schedule.xml is the name of the Config File Name you created during the configuration of the Clean-up Application.

Schedule an Import to Run Unattended

Overview of Import Options

If you have a large import that you want to run, you should consider scheduling the import to occur during a period of minimum activity on your SharePoint farm. Scheduling imports to run unattended is also useful if you have an import process that needs to run periodically with the same configuration parameters.

IMPORTANT: Before scheduling an import to run unattended, you must have configured the import and saved the parameters in a configuration file. This is done as the last step in an import process.

Step	Action
1.	From the main List Bulk Import interface, click Import Scheduler.
2.	Choose the Import Template by clicking the magnifying glass icon to browse to the desired location. Enter a Task Name and a Task Description in the designated fields. In the Task Settings area, choose the import frequency: One Time. Choose the Start Date and Time by typing the value in the box or using the calendar drop-down menu and time arrows. Daily. In addition to the Start Date and Time, select the daily frequency to import (1-5). Weekly. In addition to the Start Date and Time, select the day of the week for recurring imports.
3.	When ready, click Apply to create the job. Otherwise, click Cancel to close the dialog without scheduling anything. If/when you need to modify the import schedule, see Modify a Scheduled Import.

Step

Action

From the main List Bulk Import interface, click Import Scheduler.

HW18 - ImportScheduler2.jpg Choose the Import Template by clicking the magnifying glass icon to browse to the desired location.

Enter a Task Name and a Task Description in the designated fields.

In the Task Settings area, choose the import frequency:

One Time. Choose the Start Date and Time by typing the value in the box or using the calendar drop-down menu and time arrows.
Daily. In addition to the Start Date and Time, select the daily frequency to import (1-5).
Weekly. In addition to the Start Date and Time, select the day of the week for recurring imports.

When ready, click Apply to create the job. Otherwise, click Cancel to close the dialog without scheduling anything.

If/when you need to modify the import schedule, see Modify a Scheduled Import.

Schedule an Export to Run Unattended

Overview of Export Options

After successfully configuring a List Bulk Export session and saving the settings to a configuration template file, you can schedule an export job to be run unattended through Windows NT scheduler.

Follow these steps to schedule an Export Job:

Step Action

HW33 Task Scheduler.png Create a new scheduled task in the NT Scheduler on the machine where the List Bulk Export application is licensed.

On Windows PCs, this is typically done by selecting Task Scheduler from the Start menu.

Configure the scheduled task to run the following command line:

 "[Path and Filename of the Export Executable]" /s /t "[Path and Filename of 
 the configuration template file]"

Where:

/s tells the program to run without displaying the user interface
/t precedes the path and filename of the export configuration template

In addition to the *.xml configuration template file, the export process also references a file called Bamboo.BulkExport.exe.config file in the same directory as the executable file. The Bamboo.BulkExport.exe.config file tells the export process:

whether it should run as the interactive user (which would be the user the scheduled task is configured to run as) or as a custom account,
the credentials to use if running as a custom account; and,
the name of the configuration file (i.e., ExportTemplate.xml) to use, if not passed on the command line

An example of a valid command line:

 "C:Program FilesBamboo Solutions CorporationBamboo Bulk
 ExportBamboo.BulkExport.exe" /s /t "C:Program FilesBamboo 
 Solutions CorporationBamboo Bulk ExportExportTemplate.xml"

IMPORTANT: The scheduled task will run as the user who created the scheduled task or as someone you specify when configuring the scheduled task. Make sure this user has the appropriate SharePoint permission levels to access the items you need to export.

Review the log file

Overview of Export Options

Step

Action

As the export progresses, the progress will be displayed in the user interface. There is no need to specifically open the log file. If you want to watch as it progresses, you can choose the appropriate radio button (Show Failures, Show Successes, or Show Failures and Successes) before clicking Start. As the export progresses, the failures, successes, or both will be shown on the screen.

If you need to stop the export before it ends normally, click Stop. Otherwise, wait for it to complete.

When the export completes, the Stop button will change to Exit and the Export Completed will show 100%.

Review the results as needed. Pay particular attention to the Failure Reason for the information that was not able to be exported.

If you are running the export unattended, the log file doesn’t appear on the screen. In order to view the log file, you need to specifically open it.

To open the log file for a previously run export, select File > View Log Files from the main menu.

The Log Viewer will appear.

Click the hourglass icon, , to select the log file to open.

The log files opens in the Log Viewer, with the Information tab displayed by default. The Information tab shows the summary of the export.

To see specific information about successes or failures, click the appropriate tab.

Schedule Unattended & Recurring Imports

Overview of Importing

To modify a scheduled import, see Modify a Scheduled Import.

IMPORTANT: Before scheduling an import to run unattended, you must have configured the import and saved the parameters in a configuration file. This is done as the last step in an import process.

Step

Action

From the File menu, select Migration Scheduler > Schedule a New Migration.

Choose the Import Template by clicking the Browse button to browse to the desired location.

Enter a Task Name and a Task Description in the designated fields.

In the Task Settings area, choose the import frequency:

One Time. Choose the Start Date and Time by typing the value in the box or using the calendar drop-down menu and time arrows.
Daily Selectthe daily frequency to import (1-5).
Weekly. Welect the day of the week for recurring imports.

When ready, click Apply to create the job. Otherwise, click Cancel to close the dialog without scheduling anything.

If you want to modify a scheduled import, see Modify a Scheduled Import.

Overview of Importing

Saving workflow templates

Overview of Workflow Conductor Templates

To save a workflow template, follow these steps:

Step	Action
1.	Click the Save button in the Workflow Conductor ribbon.
2.	In the window that appears, enter a Workflow Name and an optional Description. If you’ve already given the workflow a name and description, they will be displayed. If the workflow template already exists (and was created by you), click Overwrite existing files. If desired, check the Add to Shared box to share the template with other workflow designers. If you fail to check the overwrite box and you were the designer of a template with the same name, a warning will appear. IMPORTANT: Workflow uniqueness is defined by the template name and the designer or status (i.e., Shared, Featured). Therefore, if a workflow called Send Email created by Tom Jones exists, Joan Brown can save a template called Send Email as well. Multiple templates with the same name cannot be shared.
3.	If you forget to name your workflow template before attempting to save it, the Workflow Name box will be highlighted in red as shown. You cannot save a template without a name.
4.	You may try to Publish your workflow before saving the template. If so, you will be prompted with the message shown. We strongly recommend that you save the template before publishing. If you click No to the prompt, deciding not to save the template before publishing, a warning message will be presented. You can choose to proceed to publish without saving, however it is not advisable.

Save the Import Configuration to a Template File

Overview of Import Options

If desired, you can save your import configuration parameters in a template file so you can re-use it or use it as the basis of a new import. Saving the import configuration parameters is not required.

IMPORTANT: If you want to schedule an import to run unattended, you will need to save the import configuration to a template file.

To create an import template, follow these steps:

Step

Action

HW18 import job deployment.png On the last page of the Import Job wizard in the Import Job Deployment section, enter a File Name for your template file and click Save.

By default, the name is ScheduleFile.xml or ReplicateScheduleFile.xml depending on your scenario, but it is better to provide a more descriptive name so you can remember specifically what the import is for.

Choose to save the template file to the Application Path, which is where the import application resides.

Choose to save the file somewhere else (a Custom Path). If you choose to save it to a Custom Path, enter the path or click Browse to browse for it.

When ready, click OK to save the File Name and Path. Otherwise, click Cancel to close the dialog without saving the file.

Release Notes for Community Management Suite

NOTE: Release Notes will open in a new browser tab

WSSv3/MOSS

SharePoint 2010

SharePoint 2013

No release notes for this SharePoint version.

Release Notes

Microsoft ended mainstream support for SharePoint 2007 in October 2012. See Microsoft’s Lifecycle Support Policy.
At that time, Bamboo stopped enhancements to our SharePoint 2007 product line, but continues to provide support and bug fixes to customers with active support contracts until October 2017. Previously purchased licenses will continue to function after October 2017, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2007 products in October 2016 to ensure customers will be eligible to receive support for at least one year after purchase.

Microsoft plans to end mainstream support for SharePoint 2010 in October 2015. See Microsoft’s Lifecycle Support Policy. At that time, we will stop any enhancements for our SharePoint 2010 product line but will continue to provide support and bug fixes for our SharePoint 2010 products to customers with active support contracts until October 2020. Previously purchased licenses will continue to function after October 2020, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2010 products in October 2019 to ensure customers will be eligible to receive support for at least one year after purchase.

Bamboo Solutions has also begun releasing Bamboo Apps to the SharePoint Store, for additional details, see the SharePoint Apps & Mobile products page where you can get the latest info about each of our Apps as they release to the Microsoft Store.

A separate installation package and license key is required for SharePoint 2013 deployment. For additional details, review the following knowledge base articles:

Understanding Bamboo Releases:

Bamboo offers Trial, Basic and Premium support.
- Free Trial support expires after 30 days.
- For more information about Basic and Premium support, please see the Support Plans page.
- There may be a fee to upgrade from a major version to another.

See Also:

Save the Export Configuration

Overview of Export Options

Step

Action

On the Click the Start Button… page, enter a filename and then click Save if you want to save your export configuration parameters so you can use them again.

IMPORTANT: The *.xml configuration template file does NOT store account information.

The filename must have a *.xml file extension. If you try to save without .xml at the end of the filename, you will see this message:

A confirmation message is displayed. Click OK to close the message box.

NOTE: The file is saved in the location of the List Bulk Export executable.

Save & Edit Migration Templates

Overview of Importing

You can save your import configuration parameters in a template file so you can re-use it or use it as the basis of a new import. Saving the import configuration parameters is not required.

Also use this process to edit a previously saved template.

To open an import template, see Open a Migration Template

IMPORTANT: If you want to schedule an import to run unattended, you will need to save the import configuration to a template file.

To create an import template, follow these steps:

Step

Action

Configure the import source, target, and migration tab, as if you were going to execute the import. Once you’ve completed the configuration, in the Migration Tab, in the file menu click File > Save and save the template.

By default, the name is ScheduleFile.xml or ReplicateScheduleFile.xml depending on your scenario, but it is better to provide a more descriptive name so you can remember specifically what the import is for.

Choose to save the template file to the Application Path, under the (Users > Username > Documents > Bamboo Solutions) folder location or a custom defined folder path.

If you receive an error message while saving “Please specify a non-blank value for Title ()”, you have not mapped the Title Field from the Target list to one of the Source lists. Check Configuring the Migration Tab & Mapping Columns #anchor article for additional details on mapping columns.

Open a Migration Template

Overview of Importing

Sample Request Feedback Workflow and Tasks

The screenshot here shows a configured Request Feedback widget with the following properties:

One Reviewer name is a Lookup to the workflow initiator.
One Reviewer is a SharePoint group, which will NOT be expanded – only one task will be assigned for the group.
All Reviewers must respond for the feedback task to be complete.
The Task Description includes lookups to the list item Name and a workflow initialization form variable. This description will be included in the body of the task notification e-mail, which uses default text configured in the global E-mail Settings.
The Task Due Date will be set to a due date collected in a workflow initialization form variable.
Reassignment and Request Change are allowed.

When this workflow runs, the workflow initiator is prompted to enter a Due Date for the task using a workflow initialization form configured with the workflow. For details on configuring workflow initialization forms, see the Workflow Forms section.

After the workflow initiator enters a Due Date, the workflow starts by assigning tasks to the workflow initiator and the SharePoint group, as shown here.

In this example, e-mail notifications are sent to each person or group assigned a task.

Each reviewer now has the option to complete the review task and provide comments in the task form.

In this form, a reviewer has the following options:

Enter comments (optional).
Click Send Feedback.
Reassign the task to another user using Reassign Task (see the Reassign Task topic for more details).
Create a new task for the item using Request Change (see the Request Change topic for more details).
Cancel and do nothing at this time.

Return to Request Feedback Widget
Return to User Interaction Widgets

Run time filtering options in Calendar Plus

Overview of Calendar Plus user display

Top

When Calendar Plus is configured to use SharePoint List and Libraries as the data source, the display can be configured to allow users to filter by lists or by list views.

Filter display content by lists
Filter display content by views
Filter display content by lists (Legend)

Keep in mind:

The Show Filter Lists must be checked in Calendar Plus General Settings for the Calendar Name drop down to be shown in the toolbar.
The option to filter by a Selected view at run time is configured individually for each SharePoint list or library
and only selected views will be available

Top

1. Filter display content by lists

Step	Action	Result
1.	Click the Calendar Display Name drop down Filter by Calendar List Name feature added in Calendar Plus 4.5	The drop down menu will list all SharePoint Lists and Libraries displayed in Calendar Plus. By default All Items will be checked.
2.	Uncheck boxes so only the desired list is selected.
3.	Click on the page to apply the change	The page will refresh to show the filtered display
4.	To return to a display of all list items select All in the Calendar Name drop down. All calendar items for the time period will be displayed in the calendar view

Top

2. Filter display content by views

Step

Action

Result

Click the Select View drop down

The drop down menu will display list views selected for runtime filtering when the SharePoint list or library was configured. The default Select View is None.

Image: Select view drop down selector displaying names of configured views grouped by list name

Select the desired view from the available options
Image: Select View with Marketing list filter selected

Filter by views associated with multiple lists added in Calendar Plus 4.5

The page will refresh and display the appropriate content.

Calendar month view, displaying only Marketing events

Click Clear to revert to the original settings

All calendar items for the time period will be displayed in the calendar view

Top

3. Filter display content by lists (Legend)

Step	Action	Description
1.	Uncheck boxes in the Legend so only the desired list is selected. Filter by Calendar List using the Legend feature added in Calendar Plus 4.6	The Legend will list all SharePoint Lists and Libraries displayed in the current view of the Calendar Plus interface. By default All Items will be checked.
2.	The page will refresh to show the filtered display.
3.	To return to a display of all list items select All in the Calendar DisplayName drop down from the toolbar or re-select checkboxes from the legend display. All calendar items for the time period will be displayed in the calendar view.

Top

Running the Bamboo Feature Activation component

Upgrading Workflow Conductor from a Previous Release

The Bamboo Feature Activation component automatically finds and activates specific product features that may not properly activate when automatic activation is selected during installation/upgrade.

NOTE: This process does not install any new components. It simply finds, deactivates, then reactivates already installed/upgraded components.

Step

Action

Highlight the Bamboo Feature Activation component in the Components section of the Workflow Conductor Setup program. When a component is selected, information specific to it is displayed on the right side of the interface.

When ready, click Install. The Feature Activation program starts and the Select Location of Products page is displayed.

The Web Applications available in your SharePoint farm will be loaded and displayed. By default, they will all be checked.

If Workflow Conductor is deployed to all web apps, click Activate. Otherwise, uncheck the appropriate web apps and then click Activate.

A Please Wait… message will be displayed as features are found, deactivated, and then reactivated.

When the processing completes, Activation Status information will be displayed.

Check the information to ensure that the selected web apps and associated site collections were processed successfully.

Running the Alert Plus Utility via the Command Line

The Alert Plus Utility has four tabs:

Upgrade Alert Plus
Register Site
Event Registration Info
Update Event Receivers

When you run the utility via the Command Line, the utilities on the Upgrade Alert Plus tab are run. No other tabs can be processed via Command Line at this time. When you run the utility from the interface, you can process only one site at a time. Running from the Command Line allows you to process multiple sites at once.

NOTE: This is targeted to SharePoint 2007 users because there is a PowerShell script available for SharePoint 2010/2013. See Upgrade all the Alert Plus Sites in a Site Collection or Web Application via PowerShell for more information.

To run the Alert Plus Utility via Command Line follow these steps:

Step	Action
1.	The Alert Plus Utility is part of the Alert Plus installation files. It is located in the Bamboo.AlertPlusUtilities folder. NOTE: Use release 3.2.4.0 or newer of this utility if you want to run it from the command line. The version is shown on the user interface.
2.	From a SharePoint Web Front End (WFE) server where the Alert Plus installation files reside, go to Start > Command, and run the command prompt as administrator.
3.	Change the directory to where the utility resides and run: `Bamboo.AlertPlusUtility -[Scope] "[URL]"` Where: [Scope] webappurl – Run the utility for all Sites in the Web Application siteurl – Run the utility for all Sites in the Site Collection weburl – Run the utility in a specific Web (Subsite) [URL] The URL for the Web App, Site Collection, or Web Example: `Bamboo.AlertPlusUtility -webappurl "http://sharepoint/"`
4.	A log will be written to the local directory. The log will contain urls and feedback for all of the sites containing the Alert+ Configuration list. NOTE: If the log file contains errors you are unable to resolve, please create a Support Ticket via My Bamboo and send a copy of the log file

Return to Use the Alert Plus Utility to Upgrade Sites

Running Site Workflows

If the workflow was published as a site workflow (instead of to the list, site, or site collection), it is started from the All Site Content page of the site. Site workflows do not run on individual list items, though they may reference specific lists or items.

To start a site workflow:

Step	Action	Result
1.	In the site where the workflow is associated, click the gear icon, then select Site Contents. If using SharePoint 2010, click the All Site Content link in the Quick Launch menu, or go to Site Actions > View All Site Content.	Gear icon menu in SP2013.
2.	Click the Site Workflows link in the content page	Site Workflows link in SP2013	Site Workflows link in SP2010
3.	A list of all workflows available for the site is displayed, and includes Workflow Conductor workflows and any available SharePoint workflows. Select the workflow you want to run.
4.	If the workflow you choose has a Workflow Initialization Form associated with it, the form is also displayed. Enter any required information and click Start Workflow to start the workflow. Users with workflow Designer permissions have additional options to start the workflow in Simulation Mode and to override widget Workflow Conductor Studio Logging Level settings.

See Also:

Run List Rollup from an Application Server

In versions 7.0 and higher, the backend services for List Rollup can be run from a SharePoint Application Server as an alternative to running on the SharePoint Web Front End (WFE) servers. This option also allows you to distribute the workload for different Web Applications across different Application Servers.

Note: A separate Application Server license is required each non-WFE server on which you decide to run the List Rollup service. The related Web Parts will still be installed and licensed for all Web Front End servers. Please contact Bamboo Solutions directly for more details.

To run the List Rollup services on an Application Server, you must perform the following steps:

	Option	Description
1.	Install Application Server Add-in Components	From the product installer, select and install the Application Server Add-In. This will install the necessary components to run List Rollup on a SharePoint Application Server. NOTE: This step is only required if you are trying to use an Application Server that is not also a Web Front End Server. If you want to use the Application Server functions on a WFE, skip this step.
2.	Install the Service Components	Go to Central Administration>Application Management>Bamboo List Rollup Service Administration and click the Install button to install the required components for the List Rollup Service and List Rollup Service Proxy to your farm. NOTE: If the page returns an error saying “Could not find any resources appropriate for the specified culture or the neutral culture”, you may need to run the Install-SPApplicationContent command as an administrator from the SharePoint Management Shell. For more information, see the following knowledge base article: https://store.bamboosolutions.com/KB/Article.aspx?id=11785
3.	Start the Service	Start the service on one or more servers: Click Manage next to one of the servers in the Service Instance Status section of the page. This will take you to the list of available services on your Application Server. Find the Bamboo List Rollup Service in the list of available services and click the Start link to the right of it. Starting the service on one or more servers will start the List Rollup service instance on those servers. If more than one server runs this instance, then the load will be shared by all these instances with the use of the load balancer
4.	Add the List Rollup Service and Alert Service Proxy	Create instances of the List Rollup Service and List Rollup Service Proxy: Click on the Manage Service Applications link that is now visible at the bottom of the List Rollup Service Administration page, or go to Central Administration>Application Management>Service Applications. At the top of the page, click New and select the List Rollup Service Application from the list of available services. Enter a service application name such as “List Rollup Service Application”. Create a new application pool or use an existing one. Define the security account under which the service will run. This account will determine the data that can be accessed by List Rollup. Check the option for adding to the Default Proxy Group. Click OK to save the settings.
5.	Set List Rollup to Run on Application Servers	From Central Administration, click List Rollup Settings from the List Rollup section. Choose the desired Web Application and choose Run List Rollup on Application Server to move processing functions for List Rollup from the Web Front End Servers to the configured Application Server.

Running Conductor Workflows on List Items

You can run workflows on individual list items or from a SharePoint site, depending on how the workflow was published. Most workflows are run on list items. All workflows deployed as solutions or published to the list, site, or site collection are started on individual list items.

Workflows created and deployed with Workflow Conductor Studio are automatically associated with the list or library where you launched Conductor Studio, and are started just like any other SharePoint workflow. Workflow start options can be configured when the workflow is designed, and can be changed after the workflow is deployed. If the workflow was configured to start automatically when an item is created, changed, or published, the workflow will start when one of those actions takes place.

If the workflow is configured to allow it to be manually started, you can start it as follows:

Step	Action	Result
1.	In the list or library where the workflow is associated, start the workflow using any of these methods: Choose Workflows from a list item shortcut menu Click the Workflows button in the Documents or Items tab of the Tools ribbon Click the Workflows button while viewing the properties for an item	You can also run a workflow from the List Ribbon.
2.	A list of all workflows available for the list or library is displayed, and includes Workflow Conductor workflows and any available SharePoint workflows. Select the workflow you want to run.
3.	If the workflow you choose has an initialization form associated with it, the form is also displayed. Enter any required information and click Start Workflow to start the workflow.	Users with workflow Designer permissions have additional options to start the workflow in Simulation Mode and to override widget Logging Level settings.

Workflows published as site workflows are started in the SharePoint site, not on list items.

See Also:

Running Site Workflows (for workflows published as site workflows)
My Workflows Web Part
My Workflow Tasks Web Part
Workflow Reports Web Part
Resolving Workflow Errors

Run PowerShell Script

Run PowerShell ScriptThis widget is not available in Workflow Conductor for SharePoint 2007.

The Run PowerShell Script widget runs a Windows PowerShell script. The widget has the following features and options:

Supports the use of lookups and workflow variables in the PowerShell script.
Save script output to a workflow variable for use later in the workflow.
The script will be run with the permissions of the user account configured in the widget.
The widget will execute the script in the context of WebAppool account.

NOTE: In a SharePoint environment with multiple Web front-end servers, the script will be executed on the server where the workflow instance is currently running.

Return to External Data Widgets

See Also:

Run Parallel Widget

The Run Parallel widget branches a workflow into two or more parallel paths, allowing a sequence of widgets in each path to run concurrently. The Run Parallel widget acts a container for other widgets. Simply drag and drop other widgets into any branch in the desired order of execution.

Widget Properties:

Column

Description

Number of Branches

Select from two up to five parallel paths. The Run Parallel widget has no additional properties beyond the common properties that all widgets share.

It is simply a container for other widgets.

NOTE: This feature Requires Workflow Conductor version 3.5 or later. Earlier versions are limited to two parallel paths per widget, but can be nested for additional branching.

Example Using Run Parallel Widget

Return to Workflow Logic Widgets List

See Also:

Run Alert Plus from an Application Server

In versions 4.0 and higher, the backend services for Alert Plus can be run from a SharePoint Application Server as an alternative to running on the SharePoint Web Front End (WFE) servers. This option also allows you to distribute the workload for different Web Applications across different Application Servers.

NOTE: A separate Application Server license is required each non-WFE server on which you decide to run the Alert Plus service. The related Web Parts will still be installed and licensed for all Web Front End servers. Please contact Bamboo Solutions directly for more details.

To run the Alert Plus services on an Application Server, you must perform the following steps:

	Option	Description
1.	Install Application Server Add-in Components	From the product installer, select and install the Application Server Add-In. This will install the necessary components to run Alert Plus on a SharePoint Application Server. NOTE: This step is only required if you are trying to use an Application Server that is not also a Web Front End Server. If you want to use the Application Server functions on a WFE, skip this step.
2.	Install the Service Components	Go to Central Administration>Application Management>Bamboo Alert Plus Service Administration and click the Install button to install the required components for the Alert Plus Service and Alert Plus Service Proxy to your farm. NOTE: If the page returns an error saying “Could not find any resources appropriate for the specified culture or the neutral culture”, you may need to run the Install-SPApplicationContent command as an administrator from the SharePoint Management Shell. For more information, see the following knowledge base article: https://store.bamboosolutions.com/KB/Article.aspx?id=11785
3.	Start the Service	Start the service on one or more servers: Click Manage next to one of the servers in the Service Instance Status section of the page. This will take you to the list of available services on your Application Server. Find the Bamboo Alert Plus Service in the list of available services and click the Start link to the right of it. Starting the service on one or more servers will start the Alert Plus service instance on those servers. If more than one server runs this instance, then the load will be shared by all these instances with the use of the load balancer
4.	Add the Alert Plus Service and Alert Service Proxy	Create instances of the Alert Plus Service and Alert Plus Service Proxy: Click on the Manage Service Applications link that is now visible at the bottom of the Alert Plus Service Administration page, or go to Central Administration>Application Management>Service Applications. At the top of the page, click New and select the Alert Plus Service Application from the list of available services. Enter a service application name such as “Alert Plus Service Application”. Create a new application pool or use an existing one. Define the security account under which the service will run. This account will determine the data that can be accessed by Alert Plus. Check the option for adding to the Default Proxy Group. Click OK to save the settings.
5.	Set Alert Plus to Run on Application Servers	From Central Administration, click Alert Service Selection from the Alert Plus section. Choose the desired Web Application and choose Run Alert Plus on Application Server to move processing functions for Alert Plus from the Web Front End Servers to the configured Application Servers.
6.	Map Web Applications to Application Servers	Assign Alert Plus processing for different Web Applications to specific Application Servers. This allows you to split processing across different servers are desired to handle and prioritize system load.

PM Central Portfolio – Risks Tab

Overview of the PM Central Hierarchy	Overview of the Portfolio Site

NOTE: The Web Parts shown on the Risks page of department sites are the same as those on the portfolio site. The content displayed in the Web Parts will be determined by the department site’s filter configuration.

Risks tab

Name / Web Part

Description

Summarized Risks per Active Project

PM Central Custom Web Part

The Risks chart allows you to view the sum of the risk exposure and the sum of the cost exposure for each project. Based on this information, you can identify at-risk projects that may require a contingency plan or additional evaluation.

The enhanced Risk Chart shown was included in PMC 4.3

Keep in mind:
Unless the default configuration settings are modified by the administrator, users must have Design permissions or higher to see the Risk Summary.

All Active Risks

Bamboo Data Viewer Web Part

Displays the active risks associated with Active projects in the portfolio.

Risks that have not been addressed by the designated Due Date will be highlighted in red

Overview of the PM Central Hierarchy	Overview of the Portfolio Site

Rich Text

Use Bamboo’s Rich Text Column to add multi-language spell check, automatic Picture Library image uploading, style support, and much more to the functionality of the standard Rich Text column.

Highlights	Release Notes	Complementary Products

Install	Permissions	License	Permissions
System Requirements Installing for the first time Upgrading to a new version Migrating to a new SharePoint version… Troubleshooting the install…		Overview of Licensing Trials… Activating once you purchase… Moving… Troubleshooting…
Configure	Permissions	Work With	Permissions
Overview of Configuration Tool Pane How To…		Overview of User Display How To…

Click here if you would rather see a complete list
of all topics for this product.

Click on the shopping bag or here to download a trial of the product or to purchase it.

Review the results of an import that ran unattended using the Log Viewer

Overview of Import Options

IMPORTANT: Even though you may not plan to run an import when opening the List Bulk Import application to view log files, you will still need to connect to a target site. It doesn’t matter which site you connect to, if you just need to view some old log files.

To review import result logs using the Log File Viewer, follow these steps:

Step	Action
1.	Open the Log Files Viewer screen by selecting View Log Files from the main File menu or click View Log Files from the Support Tool area of the main List Bulk Import screen. The Log Files Viewer appears.
2.	Click the open files icon () to locate the log file you want to view. In the Seect file to view dialog, select the log file to open. It should be filtered to show only log files, which are *.xml files.
3.	The details of the selected log file are displayed. See How to Review Import Results Using the Log Viewer for details about how to review.

The following lists, libraries, and views can be displayed in Cross Site Display:

Using search operators AND, Quotes or Plus:

Using search operators OR or a Space

Using search operator Minus

Select a List or Library to Search

Search Columns

Individual Column Search Options

All-Inclusive Search Options

General Search Tips:

Using Filters

Limit Scope

Site Search

1. Filter display content by lists

2. Filter display content by views

3. Filter display content by lists (Legend)

Install

Permissions

License

Permissions

Configure

Permissions

Work With

Permissions