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Add a SharePoint list or library as the Calendar Plus data source

Overview of Calendar Plus Configuration settings

SharePoint Lists and Libraries are the default Data Source Type for Calendar Plus.

When working with SharePoint Lists and Libraries keep in mind:

Each SharePoint list or library referenced as a data source must contain at least one SharePoint Date and Time column.
Up to 10 SharePoint Lists and Libraries can be displayed in a single calendar instance.

NOTE: If you want to use more than 10 lists or libraries, Bamboo recommends using Bamboo List Rollup as the data source. This allows you to connect to rollups of multiple lists or libraries.

The following steps require you to have accessed the Calendar Plus Settings screens by clicking the Calendar Plus Web Part Settings button in the web parts configuration tool pane.

	Action	Result
1.	Click the SharePoint List and Library button under Data Source Settings in the navigation tool pane. You will only be able to select this button if SharePoint Lists and Libraries is selected as the Data Source Type	From the SharePoint List and Library Settings screen you can do the following: Add a new list or library to the display Modify an existing library by clicking the Edit/View icon Remove an existing list or library by selecting the check box associated with the list you want to delete, then click the ‘x’ at the end of the row. To delete all lists, click the top check box, then click Delete checked items in the toolbar. A confirmation pop-up window will appear. NOTE: Earlier releases of Calendar Plus will display a Remove Selected Items button instead of the ‘x’.
2.	Click the Add List or Library button	The Add List or Library to Calendar pop up window will appear that contains the settings to configure the list or library. It divided into two sections: Required Steps: the minimum configuration settings which must be defined to include the list or library in Calendar Plus NOTE: Only the required steps are discussed in this topic Optional Steps: Modify the display options associated with the list or library
3.	Complete the General Descriptions section to define how the list or library will be identified in Calendar Plus The Calendar Display Name will be used in the legend The identifying Color for SharePoint list or library will be found on the left side of each cell of the calendar. The Allow users to add new items to this list features requires users to have the appropriate permissions to the list or library If you Allow users to add new items.. you can elect to show any Content Types associated with the list or library.	The Calendar Name and color entered will be used in the calendar display to identify the source list If Allow users to add new items… is checked, users can hover over the New Item button on the toolbar see the lists to which they can add a New Item
4.	Enter the URL to the site that contains the list or library to be displayed in Calendar Plus, then click the View lists and Libraries button. Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL. Bamboo recommends using relative paths if: Multiple Alternative Access Mappings are being used The Web part will be included in a site template	The available lists and libraries on that site will be listed in SharePoint List or Library drop-down menu.
5.	Select the desired list or library, then select the column that contains the values you want to display in the item cell from the Item Display Column drop down.	To display the contents of more than one column in the item cell, create a Calculated column in the list or library and build a string formula that includes each column you want to display.
6.	Select the Date and Time column(s) in the list or library that will be displayed in the calendar.	Whether you see Start Date and End Date fields or a Single Date field will depend on the selection made on the General Settings screen to Base the Calendar on a Single Date or Interval.
7.	Apply a filter for the list or library by selecting from the following options: Show All Items: Displays all items in the list or library. Specify Filter Conditions: Select the column that you want to filter on, the comparison type and the value that you are comparing. Use Existing List View: Uses an existing view from the list or library filter the display items. If you check Runtime Filter View checkbox you will be able to see the Available Views and use the arrows to move views to the Selected Views pane.	Keep in mind: 1. Calendar Plus supports the two SharePoint variables; [ME] representing the currently logged in user, and [Today], representing today’s date, that can be used to specify filter conditions 2. Use the Add Filters link if you want to add another specified filter condition using AND/OR Boolean operators. 3. Data can be filtered dynamically at run time based on views using the Runtime Filter View. Users select the view they want to filter by from a drop down menu in the toolbar 4. Web part connections can be used to filter the contents of the calendar display but are not configured in the Calendar Plus web part settings. When using a SharePoint List or Library as the data source, the web part supports web part connections for the Display, Start Date and End Date columns.
8.	Stay in the configuration screen and complete the Optional Steps OR Click Save and Close	Clicking Save and Close to return you to the SharePoint List and Libraries Settings screen, where you will see the newly added List or Library in the grid display.
9.	Use the left navigation pane and configure View Settings for the Calendar Plus web part OR Click Save and Close a second time	Clicking Save and Close will exit the Calendar Plus Web Part settings screen

Overview of Calendar Plus Configuration settings

Use SQL Server Table or View as the Calendar Plus data source

Overview of Calendar Plus Configuration settings

SQL Server Table or View is one of the four available data sources for Calendar Plus.

When working with SQL Table or View as the data source keep in mind:

SQL Server must use Mixed Authentication mode. Additional information on Mixed Authentication mode is available here

The following steps require you to have accessed the Calendar Plus Settings screens by clicking the Calendar Plus Web Part Settings button in the web parts configuration tool pane.

Step	Action	Result
1.	Click the SQL Server Table or View button under Data Source Settings in the navigation tool pane. You will only be able to select this button if SQL Table or View is selected as the Data Source Type	The SQL Server Table or View Settings will be visible on the right side of the configuration screen and is divided into two sections: Required Steps: the configuration settings which must be defined to add the table or view to the Calendar Plus display NOTE: Only the required steps are discussed in this topic Optional Steps: Modify the display options associated with the data source
2.	Enter the Server Name of the SQL server to which you want to connect credentials Keep in mind: Client applications connect to an instance of Microsoft SQL server. If you used the Default Instance when creating the SQL Server, you only need to know the server name. To connect to a Named Instance you will need to specify both the server and instance name in the Server Name field.
3.	If you are connecting to a database that resides on the same server as SharePoint, check the Trusted Connection box. This will allow you to bypass the requirement to enter authentication information as Trusted Connections utilize the current logged in SharePoint account to access the defined SQL server. NOTE: This method is only supported on single server SharePoint Farm deployments.
4.	Enter the SQL Login Account and Password credentials if you are not using a Trusted Connection. Important: 1. The SQL Login Account must have at least db_datareader access to the desired table or view that resides on the database specified in the Server Name field. 2. The SQL server must be configured for Mixed Authentication mode. 3. Domain Users accounts are not supported
5.	Click the Load Databases button to populate the Database drop-down box, then select the desired SQL Database from the available options.
6.	Select the SQL Table or View to display, the choose the display column from the Item Display Column drop down menu.
7.	Select the Date and Time column(s) in the list or library that will be displayed in the calendar.	Whether you see Start Date and End Datefields or Single Date field will depend on the selection made on the General Settings screen to use a …Single Date or Interval.
8.	Apply a filter for the content by selecting from the following options: Show All Items Specify Filter Conditions	Keep in mind: 1. Calendar Plus supports the two SharePoint variables; [ME] representing the currently logged in user, and [Today], representing today’s date. that can be used to specify filter conditions 2. Use the Add Filters link if you want to add another specified filter condition using AND/OR boolean operators. 3. Web part connections can be used to filter the contents of the calendar display but are not configured in the Calendar Plus web part settings. Information on using web connections is available here
9.	Stay in the SQL Server Table or View Settings screen and configure the Optional Steps associated with the data source] OR Use the left navigation pane and configure View Settings for the Calendar Plus web part.	Clicking Save and Close will exit the Calendar Plus Web Part settings screen

Overview of Calendar Plus Configuration settings

Use Exchange as the Calendar Plus data source

Overview of Calendar Plus Configuration Settings

The Microsoft Exchange data source can be combined with any other data source for Calendar Plus.
Microsoft Exchange Calendar feature added in Calendar Plus 4.7

When working with Microsoft Exchange keep in mind:

The Exchange Web Services (EWS) Managed API must be installed on your SharePoint farm. See the Overview of the Installation/Setup Program for additional information.
When Calendar Plus Web Part is connected to an Exchange calendar, a hidden SharePoint cache list is created on the SharePoint site. This hidden SharePoint list is used to temporarily cache the Exchange calendar events for that calendar instance.
When Calendar Plus is connected to an Exchange calendar, a hidden BambooCalendarConfigList is created (if it does not exist already) on the root site collection. This hidden SharePoint list is used to store the configuration information for all Exchange calendars connected to Calendar Plus web part. The Calendar Sync Data Exchange Timer Job references this list to update the individual the Exchange cache lists (The Timer Job runs every 30 minutes by default).

IMPORTANT: Do not edit the calendar configuration list form unless specifically instructed to do so.

The following steps require you to have accessed the Calendar Plus Settings screens by clicking the Calendar Plus Web Part Settings button in the web parts configuration tool pane.

Step	Action	Result
1.	Click the Microsoft Exchange button under Data Source Settings in the navigation tool pane.	The Microsoft Exchange Settings will be visible on the right side of the configuration screen and is divided into two sections: Required Steps: the configuration settings which must be defined to add the data view or schema to the Calendar Plus display NOTE: Only the required steps are discussed in this topic Optional Steps: Modify the display options associated with the data source
2.	Complete the Exchange Connection section to define which Exchange calendar will be overlayed onto Calendar Plus The identifying Color for Exchange Calendar will be found on the left side of each cell of the calendar. Enter the Exchange Web Service URL for Exchange Server or Exchange Online. Enter the Domain name for the Exchange account. Enter the Username of the Exchange account. This users calendar will be overlayed onto Calendar Plus. Enter the Password for the Exchange account.	The Exchange Calendar and color entered will be used in the calendar display to identify the source list
3.	Select the column that contains the values you want to display in the item cell from the Item Display Column drop down.
4.	Select the Date and Time column(s) in the Exchange Calendar that will be displayed in the calendar.	Whether you see Start Date and End Date fields or a Single Date field will depend on the selection made on the General Settings screen to Base the Calendar on a Single Date or Interval.
5.	Stay in the configuration screen and complete the Optional Steps OR Click Save and Close	Clicking Save and Close will exit the Calendar Plus Web Part settings screen
6.	Use the left navigation pane and configure View Settings for the Calendar Plus web part OR Click Save and Close a second time	Clicking Save and Close will exit the Calendar Plus Web Part settings screen

Overview of Calendar Plus Configuration settings

Use Excel Services as the Chart Plus data source

Back to Create a New Chart

Chart Plus can display data an excel file through Excel Services. The file must be stored on an accessible server.

Select a Data Source – Select Excel Services from the dropdown.
Workbook Path – Enter a relative or absolute URL to where the Workbook (excel file) resides. the path can be an absolute link (http://server/site) or a relative link (./site). Relative links are helpful for displaying charts in the same site as the excel source. Click the green arrow to connect.
Worksheet Name – Use the dropdown to select the sheet that contains that data you would like to display.
Range – Specify the range of the data using the conventional excel cell reference ($A$1:$G10). You can also use a sheet name range if you specified one in the workbook.
Column Headings – Check if the first row contains column headings.

Click Connect to finalize settings and access your excel data.

Filtering

Use the Specify Filter Conditions radio button to custom filter data by column conditions.

Next: Choose a Chart & Configure Chart Setup

Use Column Level Security on existing data

Overview of Column Level Security configuration screen

In addition to storing data, the
Column Level Security column can also import existing data from another column. This allows you to encrypt existing data without re-entering it into a new column.

Step	Action	Result
1.	From the desired list, click Create Column.	You will be taken to the Create Column configuration tool pane.
2.	Name the column and select the Bamboo Column Level Security radio button.	The page will refresh to display the Column Level Security configuration fields.
3.	Select the column Type that matches the data you want to map, keeping in mind that the only supported column types are: Text Number Currency	The screen will refresh to show additional fields if Number or Currency are selected.
4.	Select the source column from the Copy old data from drop down. Only the columns that match the selected data type will be displayed.
5.	If you selected Number or Currency as the data Type, match Number of decimal places and Currency format to the original column.
6.	Grant users access to the column contents: Identify users who will be granted permission to Edit the column contents, Identity users who will be able to Read the column contents. NOTE: The column contents are only available in form displays.
7.	Click OK.	The old data will be migrated to the new column. NOTE: The original column may be deleted without losing the values in the new column.

Use BCS as the Chart Plus data source

Back to Create a New Chart

Chart Plus can display data from SharePoint List or Library, including data directly from list views under the Data Source menu.

Select a Data Source – Select Business Connectivity Services (BCS) from the dropdown.
Application Name – Click on the application icon to the right of the field to select an application, or type in a name.
Entity – Use the dropdown to select an entity.

Filtering

Use the Specify Filter Conditions radio button to custom filter data by column conditions.

Next: Choose a Chart & Configure Chart Setup

Use BCS as the Calendar Plus data source

Overview of Calendar Plus Configuration settings

Microsoft Business Connectivity Services is one of the four available data sources for Calendar Plus.

When working with Microsoft Business Connectivity Services as the data source keep in mind:

BDC and BCS are used interchangeably in the configuration screens
To use MashPoint you must first install the extensions which are available on the Bamboo storefront, and then install the runtime components, which are available from the Setup Program for Calendar Plus.

The following steps require you to have accessed the Calendar Plus Settings screens by clicking the Calendar Plus Web Part Settings button in the web parts configuration tool pane.

Step	Action	Result
1.	Click the Microsoft BCS button under Data Source Settings in the navigation tool pane. under Data Source Settings in the navigation tool pane. You will only be able to select this button if Microsoft Business Connectivity Services is selected as the Data Source Type	The Microsoft Business Connectivity Services will be visible on the right side of the configuration screen and is divided into two sections: Required Steps: the configuration settings which must be defined to add the table or view to the Calendar Plus display NOTE: Only the required steps are discussed in this topic Optional Steps: Modify the display options associated with the data source
2.	Enter the BDC or MashPoint application name
3.	Select the display column from the Item Display Column drop down menu.
4.	Select the Date and Time column(s) in the list or library that will be displayed in the calendar.	Whether you see Start Date and End Date or Single Date fields will depend on the selection made on the General Settings screen to use a …Single Date or Interval.
5.	Apply a filter for the content by selecting from the following options: Show All Items Specify Filter Conditions	Keep in mind: 1. Calendar Plus supports the two SharePoint variables; [ME] representing the currently logged in user, and [Today], representing today’s date. that can be used to specify filter conditions 2. Use the Add Filters link if you want to add another specified filter condition using AND/OR boolean operators. 3. Web part connections can be used to filter the contents of the calendar display but are not configured in the Calendar Plus web part settings. Information on using web connections is available here.
6.	Stay in the Microsoft Business Connectivity Services screen and configure the Optional Steps associated with the data source OR Use the left navigation pane and configure View Settings for the Calendar Plus web part.	Clicking Save and Close will exit the Calendar Plus Web Part settings screen

Overview of Calendar Plus Configuration settings

Use a SharePoint List or Library as the Data-Viewer data source

Configuration Infographic	Overview of Configuration Screens

Regardless which on-premise version of SharePoint you use, Data Viewer lets you easily manage how data will be displayed, and how users will be able to interact with that data. Image of different SharePoint logos

When working with Data-Viewer keep in mind:

SharePoint List or Library is the default Data Source type for Data-Viewer
You can display information from a second SharePoint List and Library using the Nested Data configuration options
If you want to display content from multiple Lists or Libraries, use Bamboo List Rollup as the data source.

To configure Data-Viewer to display data from a SharePoint list or Library:

NOTE: The following steps require you to have accessed the Data-Viewer Settings screens by clicking the Data Viewer Web Part Settings button in the web parts configuration tool pane.

	Action	Result
1.	Click the SharePoint List and Library button under Data Source Settings in the navigation tool pane. NOTE:You will only be able to select this button if SharePoint Lists and Libraries is selected as the Data Source Type	The SharePoint List and Library Settings screen will be displayed on the right side of the configuration pop-up and allows you to scroll through the configuration options associated with the data source.
2.	Enter the URL to the site that contains the list or library to be displayed in Data-Viewer, then click the View lists and Libraries button. Both absolute paths (http:// server name/site ) or relative paths(./Site/) can be used for the site URL. Bamboo recommends using relative paths if: Multiple Alternative Access Mappings are being used The Web part will be included in a site template	The available lists and libraries on that site will be listed in SharePoint List or Library drop-down selector. IMPORTANT: Although you can enter a URL for another Site Collection, be careful about going across Web Applications. You may have issues if the other web app has a significantly different security setup.
3.	Select the desired list or library from the SharePoint List or Library drop down.	The Description and List or Library Type will be shown for the selected list.
4.	Click the Columns Display Settings button to specify: Which columns to display (required) Column Alias, or alternate header text Column position Column Width Text Justification	NOTES: 1. You must select at least one column to display in the Web Part. 2. For information on how to add new columns to an existing Data View click here
5.	You have now configured the web part to use a SharePoint list or library as the data source. Continue to scroll down the screen to *optionally* configure how displayed data will be organized including specifying: Sorting Grouping Filtering

Configuration Infographic	Overview of Configuration Screens

Use a SharePoint List or Library as the Chart Plus data source

Back to Create a New Chart

Chart Plus can display data from SharePoint List or Library, including data directly from list views under the Data Source menu.

Select a Data Source – Select SharePoint List or Library from the dropdown.
Enter Site URL – Enter a relative or absolute URL to where the list or library resides. Click Connect
Select List – Use the dropdown to select a list. This dropdown will populate with lists from the site you connected to above.

Filtering

Use the radio buttons to select filtering options. You can custom filter data by column conditions. You can also select a view you’ve already made in SharePoint.

Next: Choose a Chart & Configure Chart Setup

Use a SQL Server Table or View as the Chart Plus data source

Back to Create a New Chart

Chart Plus can display data from SQL server tables or views under the Data Source menu.

Choose SQL Server Database from the dropdown and enter the following configuration information:

Server Name: Enter the server name where SQL Server is installed.
SQL Logging Type: Select Trusted Connection to use the account of the user viewing the chart to access SQL Server data. The account must have at least read access to the table or view. Only select this option if SQL Server and SharePoint are on the same server, as is the case with a standalone SharePoint installation. To access a SQL Server database on a different server, use the Input an account option.

Connect Using Secure Store Service account: Secure Store connection is available in *Chart Plus* 3.5 for SharePoint 2010. Refer to Microsoft TechNet article Configuring Secure Store to configure the Secure Store Service for SharePoint Server 2010.

Click Connect to access the server. Use the Database Name and SQL Table or View dropdowns to select your data.

Filtering

Use the dropdowns to filter data by column conditions. Add additional filters with and/or criteria for further specificity.

Next: Choose a Chart & Configure Chart Setup

Use a Designated Account to Access Data

This is the default option for security for the KB Client site. This selection can be made in the Bamboo KB Client Configuration List, located in the KB Client site.

Use this option if:

You do not want different SharePoint groups or individual users to have access to the KB Picture Library or KB articles or categories.
And/or you want to allow anonymous access to the KB Client site. (Note: Users using an anonymous login will not be able to view list items that have broken item permissions. A SharePoint access account for anonymous access is required.)

The KB Client site will display an error message after a new KB Client site is created or after an existing KB Client site is upgraded. Before the KB Client site can be viewed, the KB Client Configuration List must be modified, and an access account must be selected.

Security Configuration for the Access Account for the KB Admin Site

At the KB Admin site, the access account needs Read-Only access to the following:

Bamboo KB Articles List
Bamboo KB Categories List
Bamboo KB Article View Counts List
Bamboo KB Rating and Comments List
Bamboo KB Tag Cloud List
KB Picture Library

The access account needs Limited access to the KB Admin site.

The access account can read KB articles, categories and image links stored in the KB Picture Library. However, the access account does not have access to other KB Admin site pages, and the account cannot log into the KB Admin site with Limited access. Knowledge Base Administrators can grant the access account a higher level of permission, such as Read-Only access, if necessary.

Knowledge Base Administrators can allow the access account to read a specific number of articles in the KB Articles and KB Categories lists by breaking list item permissions and removing the access account’s Read-Only permissions for those items. The items in the KB Articles and KB Categories lists that the access account can read and view in the KB Admin site can be read and viewed in the KB Client site.

NOTE: If the links to the images in a KB article are stored in a different library or list, then the access account must have permission to read the links from that library or list.

Security Configuration for the Access Account for the KB Client Site

Knowledge Base Administrators only need to grant Read-Only access to the KB Client site to other users or groups. The KB Client site also allows anonymous access. When these SharePoint users/groups or anonymous users access the KB Client site, searching for and displaying KB articles is based on the access account permission to the KB Admin site.

For example, a Knowledge Base Administrator creates a different SharePoint group and grants Read-Only access to that group in the KB Client site. The following SharePoint users/groups have Read-Only or higher permissions to the KB Client site. They can access the KB Client site, and they have access to all of the pages in the site.

Forum Lock
PMGReview Members
PMGReviewVisitorTop
SPUser1
SPUser3

Use a Bamboo List Rollup as the Chart Plus data source

Back to Create a New Chart

Chart Plus can display data from Bamboo List Rollup Schema or Data View. Bamboo List Rollup aggregates lists from across sites & site collections, and is sold separately.

Select a Data Source – Select Bamboo List Rollup from the dropdown.
List Rollup Type – Select either List Rollup Schema or Data View.
Enter Site URL – Enter a relative or absolute URL to where the rollup resides. Chart Plus will automatically scan the site for resident rollups. Click Connect.
Select List – Use the dropdown to select a rollup from the auto-populated list. If you don’t see the rollup you’re looking for double check that’s it’s in the site you connected to.

Filtering

You can custom filter data by column conditions by clicking Specify Filter Conditions. Select the columns and conditions from the dropdown to set filter criteria.

Next: Choose a Chart & Configure Chart Setup

Upgrading your Workflow Conductor Configuration Database

Upgrading Workflow Conductor from a Previous Release

Step	Action
1.	Before you upgrade the Configuration Database, you need to uninstall the program that created the database in the first place. To do that, on the SharePoint WFE Server where you originally installed this component, go to Start > Control Panel and click Uninstall a program from the Programs area. Right click the program called Workflow Conductor Configuration Database and select Uninstall from the menu that appears. Wait for the program to uninstall before proceeding. NOTE: This doesn’t uninstall your database, it just uninstalls the program used to create/update your database.
2.	Now, you need to install the new version of the program you just uninstalled. Highlight the Configuration Database 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. Verify the Location of Install Files and Required Installation Permissions displayed there. See Required Permissions for Creating or Upgrading your WF Conductor Configuration Database for more information. When ready, click Install. The installation program starts and the Welcome page is displayed.
3.	Select the installation folder. This is the location of the program that will be used to upgrade your existing Configuration Database. When ready, click Next.
4.	On the Confirm Installation page, click Next.
5.	By default, this page will display a “.” in the SQL Server name and instance box. Unless your database is on the SharePoint WFE server where you are running the install, replace this with the name of the SQL server. Since you are upgrading your Workflow Conductor to a new release, click Use Existing since your Configuration Database should already exist. When you choose Use Existing, a drop down selection box displaying all the existing databases that exist in the SQL Server instance you entered will be displayed. Select your existing Workflow Conductor Configuration Database from the list. NOTE: Do NOT click the Create New button. Choose the Authentication method the program should use to access the database. When ready, click Finish. A message at the bottom of the dialog will indicate that the upgrade is in process.
6.	When the process is complete, the Installation Complete page will be displayed. Click Close to exit the program.

Upgrading your Bamboo Web Part

Migrating in this documentation refers to moving from one version of SharePoint to another. Upgrading, on the other hand, refers to updating your Bamboo product to a newer release.

IMPORTANT: If you are migrating from one version of SharePoint to another version (i.e., SharePoint 2007 to SharePoint 2010), please see the topics under Migrating to a new SharePoint version…. You may need to upgrade the Bamboo products on your SharePoint farm before migrating.

To upgrade from a previous release of this product, perform the following upgrade procedure:

Step	Action
1.	Review Best practices for a successful install to learn which servers to install on and what services to stop or restart. These steps apply if you are upgrading or installing for the first time.
2.	Locate the product installation files. If you are upgrading, you may have downloaded a new version from the My Bamboo area of the Bamboo Solutions web site. If you just unpacked a new version, the Setup.bat will run automatically. Otherwise, double-click the Setup.bat program included in the root directory of the Installation Files. See About the Installation Files.
3.	Select the first product component in the Components section in the Setup program. When a component is selected, information specific to it is displayed on the right side of the interface. Verify the Location of Install Files and Required Installation Permissions. When ready, click Install. The installation program starts. It is a step-by-step wizard. The example screen shot shown is for the Tree View Web Part, but most Bamboo product installs look similar.
4.	Click Next to begin the upgrade. Verify that the system checks pass successfully and click Next. If the system checks do not pass, you will not be able to proceed. Notice in the screen shot above that it will be possible to proceed if the World Wide Publishing Service is started, although a yellow warning icon is displayed. If you are running with Claims Based Authentication (CBA) or if you are installing on SharePoint 2013, you need to keep this service on in order to automatically activate features during the install. Other than these scenarios, we strongly recommend that you stop this service before installing or upgrading. See Recommendations for a successful intstall for more information.
5.	In the Repair, Remove or Install screen, select the Upgrade/Repair Existing and Install New option and click Next. Wait while the components are upgraded. You will see progress displayed on the screen.
6.	When the upgrade is complete, click Next to review the Summary screen and confirm that the product upgrade was successful. You may need to scroll up to review the entire summary. When satisfied, click Close.
7.	If there are additional components listed in the Setup program, repeat steps 3-6 for each.
8.	When all the component upgrades have been completed successfully, be sure to restart the World Wide Web Publishing Service if it was stopped.

Upgrading using the updated process

Overview of the Updated Installation Process

In April 2017, with the Q1 Cumulative Update (CU) Bamboo introduced updated install/uninstall processes for component products (web parts). For more information about why this was introduced, please see Overview of the Updated Installation Process for Bamboo components

To upgrade a Bamboo product using the updated install process, please follow these steps (Warning.. Upgrades should be performed in Non-Peak hours as your farm will temporarily go offline)::

No.	Function
1.	Download the install package from downloaded from My Bamboo.
2.	Extract the contents of the package.
3.	Run the Install.ps1 from a WFE server in PowerShell as an admin. The install.ps1 script is used to install a new product or uppgrade an existing product.
4.	The script will look for WSPs in the install folder and list those found. Next, it will check to see if those solutions are already installed on the farm. If so, the installed solutions will be saved to a backup folder before proceeding. The folder will be named *bak_2017033015340* where the number represents the datetime the backup was created. This will provide the capability to rollback if the upgrade doesn’t conclude as expected. Rather than deploying the solution immediately, the script schedules deployment time for 1 minute in the future so multiple upgrades won’t collide. If a solution was previously deployed, the script uses Update-SPSolution to update it since that cmdlet is fast and reliable.
5.	When the deployment completes, deployment status information will be displayed for each solution. Check Central Administration to confirm deployment completion.
6.	If the upgrade doesn’t conclude as expected, you can easily rollback the install by simply copying the install.ps1 file to the *bak* folder created during the upgrade and running it from there as an Administrator.

Upgrading Workflow Conductor from a previous release

There are two times when you may need to upgrade Workflow Conductor from a previous release:

A new release of Workflow Conductor came out and you want to take advantage of the new features.
You want to migrate to a new SharePoint version but you aren’t running the minimum release supported for the migration. See information about migrating Workflow Conductor to learn more. You need to upgrade your Workflow Conductor before you start the migration process.

Follow these steps to upgrade your Workflow Conductor to a new release:

Step	Action
1.	Upgrade the Workflow Conductor Core Component called Workflow Conductor. Please see Upgrading your Bamboo Web Part for information about how to use the installation files to upgrade Bamboo products. This Core Component upgrades the following sub-components: Workflow Conductor Config Workflow Conductor Shared Workflow Conductor Widgets My Workflows Web Part My Workflow Tasks Web Part Workflow Conductor Studio Legacy Workflow Assemblies NOTE: In R3.0, a Legacy Workflow Assemblies component was listed separately in the Core Components in the installer. For R3.5 and later versions, it has been included as part of the Workflow Conductor Core Component.
2.	Upgrade the Workflow Conductor Core Component called Control Panel. Please see Upgrading your Bamboo Web Part for information about how to use the installation files to upgrade Bamboo products.
3.	Upgrade the Workflow Conductor Core Component called Configuration Database. Please see Upgrading your WF Conductor Configuration Database for more information. Your Configuration Database stores information about the workflow templates created on your farm, among other things. If you create a new Configuration Database rather than upgrading your existing, you will lose this information.
4.	(OPTIONAL) Upgrade the Workflow Start Feature. See Installing the Workflow Start Feature for more information.
5.	Although new releases of the Bamboo Web License Manager don’t occur too frequently, it is a good idea to upgrade it if you haven’t upgraded it in a while.
6.	Run the Bamboo Feature Activation Component. Running this component doesn’t upgrade any software. Instead, it finds, deactivates, and then re-activates Workflow Conductor features previously installed/upgraded. See Running the Bamboo Feature Activation component for more information. NOTE: Be sure this is the last Workflow Conductor-specific thing you install. If you install/upgrade something else after this, re-run this.

Click here if you would rather see a list of topics about upgrading Workflow Conductor.

Upgrading PM Central from R3.0 or R3.5 to R4.0/4.1/4.2

Upgrading is what you do when you want a new PMC release on your existing farm. If you are interested in migrating from one version of SharePoint to another version (i.e., SharePoint 2007 to SharePoint 2010 or SharePoint 2010 to SharePoint 2013), please see the topics under Migrating to a new SharePoint version….

NOTE: Only PMC R3.0 or R3.5 can be upgraded directly to R4.0/4.1/4.2. R4.1/4.2 is similar to 4.0 except some components—such as Calendar Plus, SharePoint Navigators, and Data-Viewer Web Part—have new features. If you have an earlier release, you will need to upgrade to R3.0 or R3.5 before upgrading to R4.x.

To upgrade to R4.0/4.1/4.2 follow these steps:

Step	Action
1.	Follow the instructions for a generic Bamboo product upgrade. See Upgrading your Bamboo Web Part for more information. There are two PM Central core components to install: Project Management Central Bamboo PM Central Administration If you already have R4.0 installed and are upgrading to R4.1 or R4.2, you can skip upgrading the Bamboo PM Central Administration Pages component. If you installed any of the optional components originally, be sure to upgrade them as well.
2.	After all components are upgraded successfully, restart the Microsoft SharePoint Foundation Timer service on all Web front-end servers in the farm. Go to Start > Administrative Tools > Services. Select the service and click Restart. NOTE: This service is called SharePoint 2010 Timer in a SharePoint 2010 environment and Windows SharePoint Services Timer in a SharePoint 2007 environment.
3.	Upgrade existing PM Central sites to take advantage of new features. WARNING: Project, department, and portfolio sites will not work correctly until they have been upgraded. Unlike in previous versions of PM Central, this extra step is required. Go to SharePoint Central Administration and click Project Central Upgrade Monitoring Page. NOTE: If you have already upgraded your PMC sites, the Upgrade button will be grayed out and the Status column will report Upgrade to v4.0 completed on… and give the date and time the upgrade was completed.
4.	Select the Web application where existing PM Central sites are located. A list of all PM Central sites is displayed. Each site will have a status of Upgrade. Older version. Please click Upgrade button to upgrade to v4.0/4.1/4.2.
5.	Click the Upgrade button to start the upgrade on all sites in the selected Web application. You must confirm to proceed. Unlike in previous versions of PM Central, upgrading does not start automatically when the product is installed. You must click the Upgrade button to upgrade project sites. While a site is being upgraded, its status will be listed as Upgrade in Progress. After a site upgrade is complete, its status will change to Upgrade to v4.0/4.1/4.2 completed on [MM/DD/YYYY 0:00 AM/PM]. The amount of time needed for the upgrade depends on the number of sites being upgraded.
6.	When the upgrade is completed for all sites, verify that the upgrade was successful. See Verifying the PM Central Upgrade for more information.

Upgrading Bamboo Lookups from Release 1.0 or 1.1

Release 2.0 of the Bamboo Lookup Selector allows you to easily import your data from the original Selector and Linked Selector columns when you create a new Lookup Selector.

To copy existing values to a new Lookup Selector column:

Step	Action
1.	Open the SharePoint list that contains one or more Bamboo Selectors/Linked Selectors.
2.	Create a new Lookup Selector column.
3.	Set the Source Site, Source List and Display Column values of the new column so that they match those of the old Selector/Linked Selector.
4.	From the Copy old data from list drop-down selector, choose the old Selector/Linked Selector. NOTE: If the old column is not listed in the drop-down, go back and check that the Lookup Selector’s settings match those of the old column. The Copy old data from list option will only display columns with settings that match.

When you are finished configuring the column, click OK. The existing values from the old Selector/Linked Selector are copied and added to the new column.

NOTE: the data is copied to the new column, and not merely referenced. That means that once you’ve confirmed that the old data has migrated to the new column, you can delete the old column if desired, without losing the values in the new column.

Upgrading Alert Plus from Release 2.x to 3.1

To upgrade Alert Plus from version 2.x to 3.1, you must perform these activities:

Stop and uninstall existing Alert Plus services
Upgrade the Alert Plus component
Run the Alert Plus Utilities

Instructions for all activities are provided below. Make sure to follow ALL instructions carefully to ensure a successful upgrade.

Step	Action
1.	Remove existing Alert Plus services. Alert Plus R3.1 and newer use timer jobs instead of services. You must remove the old services since they will not longer be used. On the SharePoint server where you installed the Alert Plus 2.x services, go to Administrative Tools > Services and stop the following services: Bamboo.AlertPlusService Bamboo.SchedulerService In Add or Remove Programs (or Programs and Features if you are running Windows Server 2008), uninstall the following programs: Bamboo Alert+ Subscriber Web Service Bamboo.Alert+ Services In Internet Information Services (IIS) Manager, view the Web application where the Alert Plus Web Service was installed. Delete the Bamboo.AlertPlusSubscriber virtual directory (the virtual directory is now orphaned). Go to Control Panel > Scheduled Tasks and delete all tasks for Bamboo.AlertPlus. See a typical list in the screen shot below.
2.	Upgrade the Alert Plus components by following Upgrading your Bamboo Web Part. Restart the SharePoint Timer service on all Web front-end servers. NOTE: The SharePoint Timer Service has slightly different names on the different versions of SharePoint. * SharePoint 2007: Windows SharePoint Services Timer * SharePoint 2010: SharePoint 2010 Timer
3.	Open a web browser and access the page containing the Alert Plus Web Part to register the site with Alert Plus. You can verify that the site was registered successfully by clicking the Support button in the Alert Plus Web Part toolbar. Repeat for all sites that contain an Alert+ Configuration List. If you have several sites that have an Alert Plus web part, it will be easier and much faster to use the Register Site tab of the Alert Plus Utility to upgrade them. Please see Use the Alert Plus Utility to Register Sites.
4.	Run the Alert Plus Utilities. Alert Plus Release 3.1 and higher includes configuration changes to custom alert schedules, event receiver architecture, List Rollup Schema CAML query structure, and the Alert+ Configuration List. NOTE: These changes are not implemented automatically when the Bamboo Alert Plus Web Part components are upgraded or when the Alert Plus Web Part is accessed on a web page. They must be implemented by running the process found on the Upgrade Alert Plus tab of the Alert Plus Utility. Please see Use the Alert Plus Utility to Upgrade Sites.

Upgrading Alert Plus from Release 3.0 to 3.1

To upgrade Alert Plus from version 3.0 to 3.1 or newer, you must perform these activities:

Upgrade the Alert Plus component
Restart the SharePoint Timer Service
Run the Alert Plus Utilities

Instructions for these activities are provided below. Make sure to follow ALL instructions carefully to ensure a successful upgrade.

Step	Action
1.	Upgrade the Alert Plus components by following Upgrading your Bamboo Web Part
2.	Because some updates to the Alert Plus timer service were included in this upgrade, be sure to restart the SharePoint Timer service on all Web front-end servers after completing the upgrade of the Alert Plus components. NOTE: The SharePoint Timer Service has slightly different names on the different versions of SharePoint. * SharePoint 2007: Windows SharePoint Services Timer * SharePoint 2010: SharePoint 2010 Timer * SharePoint 2013: tbd
3.	Run the Alert Plus Utilities. Alert Plus Release 3.1 and higher includes configuration changes to custom alert schedules, event receiver architecture, List Rollup Schema CAML query structure, and the Alert+ Configuration List. NOTE: These changes are not performed automatically when the Bamboo Alert Plus Web Part components are upgraded or when Alert Plus is accessed on a web page. They must be made by running the Alert Plus Utility upgrade. Follow these steps to use the utility to upgrade a site: From the Alert Plus product installation, start the install by clicking Setup.bat, or if you have it running already from Step 1 above, highlight the Alert Plus Utilities. Verify the location and required permissions for the application and then click the Install button to launch the application. NOTE: Although the button says Install, there is nothing to install. The Install button launches the application directly from the Bamboo.AlertPlusUtilities folder of the Install package. In the Upgrade Alert Plus tab, verify that all four upgrade options are checked. Enter the URL of a site containing the Alert+ Configuration List and click the Upgrade button. NOTE: The Alert+ Configuration List resides on any site where an Alert Plus Web Part has been added to a page. You may need to run this upgrade for several sites, depending on your use of the web part. Review the results of the upgrade activities in the status box. For any errors or warnings, read the information provided for important troubleshooting steps.
4.	Repeat steps 2 and 3 for each site that contains an Alert+ Configuration List. NOTE: The Alert Plus Utilities option to fix custom schedules may not work for certain custom schedules. Alert IDs with schedules that could not be updated are listed in the status box after you click Upgrade. To fix those schedules manually, modify the specified alert in the Alert Plus Web Part and update the Custom Schedule setting in the Event tab. For more information about available Custom Schedule updates, see Setting a Custom Schedule for an alert. If Alert Plus is installed on many sites or if you have a large number of alerts with custom schedules or many List Rollup Schema alerts, the Alert Plus Utilities can perform these changes without having to visit every site or update individual alerts. Please see xxx for more information. TBD: why do we mention custom schedules and Schema alerts in the above paragraph??? If they are all on the same site, we would just run the utility once?

Upgrade to TTM 2.5

An upgrade occurs when you want to install a new version of Time Tracking and Management (TTM) version on your existing farm.

If you are interested in migrating from one version of SharePoint to another version (i.e., SharePoint 2010 to SharePoint 2013), see the topics under Migrating to a new SharePoint version….

To upgrade to Time Tracking and Management follow these steps:

Step	Action
Part A: Upgrade Time Tracking and Management Core Components
1.	Before starting the Time Tracking and Management upgrade, review the best practices for a successful install
2.	Restart the SharePoint Timer Service and SharePoint Administrative Services on any server in the farm running the Microsoft Foundation Web Application service. This will ensure files that need to be updated are not locked by these services
3.	From the TTM Installer on the SharePoint Server, select the Time Tracking and Management under the Core Components header, then click the Install button.
4.	Click the Next button on the setup wizard welcome screen
5.	When the System Check has completed without error, click Next
6.	From Repair, Remove or Install screen select Upgrade/Repair Existing and Install New, then click Next
7.	Review the final screen to confirm that all TTM components were upgraded successfully. NOTE: If any of the components failed to install, capture a copy of the error message on the screen to the Bamboo Support team.
Part B: Upgrade your existing TTM Central sites
1.	Following the installation of the Time Tracking and Management core component, the TTM home page will display the following message indicating the existing sites need to be upgraded. Important: You should be logged in as a Site Collection Administrator before you perform the site upgrade.
2.	Click the provided link to access the Upgrade Manager NOTE: The Upgrade Manager can also be accessed from the TTM Control Panel
3.	Click the Upgrade button
4.	An Upgrade Summary will be displayed when the upgrade process has been completed.

Upgrade to PM Central 4.3

NOTE: Only PMC R3.0 or R3.5 can be upgraded directly to PM Central 4.x release (4.0/4.1/4.2/4.3) If you have an earlier release, you will need to upgrade to R3.0 or R3.5 before upgrading to R4.x.

To upgrade to PM Central 4.3 follow these steps:

Step	Action
Part A: Upgrade PM Central Core Components
1.	Before starting the PM Central upgrade review the best practices for a successful install
2.	Restart the SharePoint Timer Service and SharePoint Administrative Services on any server in the farm running the Microsoft Foundation Web Application service. This will ensure files that need to be updated are not locked by these services
3.	From the PM Central Installer, select the Project Management Central Components, then click Install Important: Both of the core components, Project Management Central and Bamboo PM Central Administration Pages will need to be installed before you move on to Part B of the upgrade process.
4.	Click through the Systems Check and from the Repair, Remove or Install screen, click Upgrade/Repair Existing and Install New
5.	Review the final screen to confirm that all PM Central components were upgraded successfully. NOTE: If there are any error messages, capture a copy of the error to submit to the Bamboo Support team.
Part B: Upgrade your existing PM Central sites
1.	Following the installation of the Project Management Central core component, PM Central sites will display the following message indicating that the existing sites need to be upgraded.
2.	From Central Administration, click the Project Central Upgrade Monitoring Page link NOTE: If you do not see the PM Central logo (shown) in Central Administration next to the Bamboo Project Management Central header, stop and upgrade the Bamboo PM Central Administration Pages before continuing.
3.	Restart the SharePoint Timer Service, to prepare for the site upgrade.
4.	Use the drop down to select the web application that houses PM Central Sites, then click Upgrade
5.	The amount of time needed for the upgrade will depend on the number of sites being upgraded.

Upgrade all the Alert Plus Sites in a Site Collection or Web Application via PowerShell

Running the Alert Plus Utility is one of the steps you need to do when upgrading Alert Plus to newer releases. This utility will update existing alerts to use new features that may be available.

The Alert Plus Utility is run on a SharePoint Web Front End (WFE) server and has a user interface. However, when running from the user interface you can update alerts in only one site at a time. If Alert Plus is used on several sites on your SharePoint farm, upgrades site-by-site can be tedious. To save time, you can automate the utility via PowerShell to process all the alerts in a web application or site collection.

Follow the steps below to run the utility via PowerShell:

Step	Action
1.	The Alert Plus Utility is part of the Alert Plus installation files. It is located in the /misc folder.**
2.	Download the .ps1 file below and put it in the same folder as the Bamboo.AlertPlusUtilities.exe* on a farm server. This is usually the Bamboo.AlertPlusUtilities folder included in the Alert Plus installation files. Bamboo.AlertPlusUtilitySP2010.ps1 NOTE: This PowerShell script will not run on a SharePoint 2007 farm. If you are using SharePoint 2007, you can save time by running the utility from the command line. See Running the Alert Plus Utility via the Command Line for more information.
3.	Open Windows PowerShell as an administrator and navigate to the location of the Alert Plus Utility. Set the execution policy to unrestricted by entering: `Set-executionpolicy unrestricted` When prompted, enter “Y” for YES.
4.	Run the script by entering: `.Bamboo.AlertPlusUtilitySP2010.ps1 -[Scope] "[URL]"` Where: [Scope] can be: 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] is the URL for the Web Application, Site Collection, or Web Example: `.Bamboo.AlertPlusUtilitySP2010.ps1 -webappurl 'http://acsp2010'` As each site in the web application is run, you’ll see feedback in the PS window:
5.	When the script is finished, you’ll be returned to the command prompt. A log called trace.log will be written to the local directory. Review the log file for errors. If you find error messages and have questions about how to address them, please open a support ticket via My Bamboo, and attach the trace.log file as part of the information.

Return to Use the Alert Plus Utility to Upgrade Sites

Upgrade List Bulk Import to a new release

IMPORTANT: Prior to commencing with the upgrade, Bamboo recommends that users disable all scheduled imports.

To upgrade a current installation:

Step	Action
1.	Extract the latest HW18.SL List Bulk Import Setup file. (Do not uninstall the existing Bamboo Bulk Import Application).
2.	Install the new version. See Installing a Bamboo application for more information.
3.	Enable scheduled imports if they were disabled prior to the upgrade. See Modify a Scheduled Import for more information.

Update the Contacts List

Return to Configuration Overview

Depending on how you choose to configure it, the Schedule Board tracks and displays the in/out status of all users in either the SharePoint User Information List OR a Contacts list created by the Schedule Board site template.

If configured to use the User Information List, the Schedule Board will always include available status information for all users on the list.

But if you configured In/Out Schedule Board to use a Contacts list, you must manually add and remove users to and from the list.If you’ve chosen this option to manage your Schedule Board contacts via the Contacts List, use the following procedure to access the list, where you can add and remove users as needed.

Step	Action	Result
1.	Navigate to your all site contents and select the Contacts list you are using.	In SharePoint 2013, your lists are considered Apps, but they contain the contacts.
2.	To add a new contact	In order to track in/out status, the Schedule Board requires a valid login ID to be associated with each user. If you know the exact name of the person you are adding, enter the name into the User Login Id field, and click the Check Names icon. If this doesn’t return a match, or you don’t know the exact name of the person for whom you’re looking, click the Browse icon, and use the standard Select People screen that appears to search for the appropriate valid user name. When you’re done filling out the required fields, along with any additional information you want viewable from the Schedule Board, click OK. Your new contact will now be available to list on the Schedule Board.
3.	To remove an existing contact:	Move the cursor to the contact you want to delete, and click Delete Item from the drop-down menu that appears. If you are sure you want to remove this person from the Contacts list, click OK to confirm. The contact will no longer be available to list on the Schedule Board.

Update User Info

The Update User Info widget updates one or more user profile properties for a SharePoint user in the site collection. The widget has the following features and options:

Updates to user profile properties can be entered using text, lookups, or workflow variables.
Update all standard SharePoint user profile properties.
Update properties for any user in the site collection.
Run this widget with alternate credentials.

Return to User & Group Management Widgets

Update Item Widget

The Update Item widget updates one or more fields for an item in a list or library.

Widget Properties:

Column	Description
Item (Required)	Click the button to select fields to update: Select item: Select Current Item (the default) to update the item the workflow was started on. Select External List Lookup to update an item in another list in the site, site collection, or another site in another site collection: To update an item in another list in the current site, select a list in the List box. To update an item to a list in another site or site collection, make the desired selections in the u and Site boxes and then select from the List of available lists and libraries. To identify the item in the library that you want to update, select a Filter Field and enter a match criteria in the Equals box, either by typing one or by adding a lookup using the Add Lookup icon (). If more than one item matches the criteria, the first item returned is updated. Fields to update Available fields in the list or library are added to the form when you select a list or library. To specify a new value for a field, check the box in front of the field name and enter a value using one of the following methods: Choose a field value (for Choice and Yes/No fields) Enter text in the field text box Add a lookup using the Add Lookup icon () To remove a field from the list of fields to update, uncheck the checkbox in front of the field name.
Run As	This widget can run with the permissions of the workflow initiator, the workflow designer, or another user. Select the option in the Run As property that best matches your requirement. For more information, see the Common Widget Properties topic.
Click Apply to save the widget settings.

Examples Using Update Item Widget

Return to Lists and Items Widgets

Update AD Account Widget

The Update AD Account widget updates one or more Active Directory account properties for an AD user account.

Update an account in a pre-configured LDAP path or enter a custom LDAP path (if allowed).
Select from a list of users in the specified LDAP path or enter a user account using text, lookups, or workflow variables.
Updates to account properties can be entered using text, lookups, or workflow variables.
This widget runs with the permissions of the user configured with the LDAP path.

Return to User & Group Management Widgets

Uninstalling using the updated process

Overview of the Updated Installation Process

To uninstall using the updated process, please follow these steps:

No.	Function
1.	Download the install package from My Bamboo.
2.	Extract the contents of the package.
3.	Run the Uninstall.ps1 from a WFE server in PowerShell as an admin.
4.	The script will look for WSPs in the install folder and list those found. It will uninstall them in alpha order. Rather than removing the solution immediately after its retracted, the script schedules deployment time for 1 minute in the future so multiple installs won’t collide. IMPORTANT: The script does not uninstall Bamboo.framework.wsp because it is a shared component and needed by other Bamboo components that are still installed. If you do not have other Bamboo products insalled on the farm, you can comment out the part of the script that skips the Bamboo.Framework.wsp.
5.	When the retraction completes, check Central Administration to confirm retraction completion.

Understanding the Rating Count Column

After Rating Column is created in the desired list, library or site page, two columns are created and displayed:

Rating Column
Bamboo Rating: Count column

Bamboo Rating is the original column that you added to the list, library or page and configured. Bamboo Rating: Count stores the number of ratings that have been submitted. This column can be included in views, and it can be used to sort, filter or search. The name of the column is based on the name that you give to Bamboo Rating.

In the example above, Rating Column is named Rate This Training, so the Count column is named Rate This Training: Count. This ensures that if you have multiple instances of Rating Column within a single list, library or page, each column will have a unique name.

Understanding SharePoint Permissions

Understanding permission in SharePoint is typically the first thing users are confronted with when first attempting to add users or web parts to a site. Below we break down the permission structure to simplify it somewhat for you between “who,” “what” and “where;” by dividing the concepts between these areas, you can begin to piece together the components needed for a robust permission structure.

Who: You control access to people (individual Users) or to SharePoint Groups, active directory groups, etc. Groups can be comprised of like actions such as Contributors.
What: SharePoint Permission Levels help you to define what permission levels (actions like edit or delete) will be available in your site collection.
Where: You determine where in your site users or groups may go. Will you let them into an entire site collection or simply one sub-site, to a document library or a list or perhaps they can only access a file. With permissions, you control where users go within SharePoint.

Uninstalling from SharePoint Central Administration

NOTE: You need to be a machine administrator in order to Retract and remove a solution via Central Administration.

Step	Action
1.	In SharePoint Central Administration, go to the Manage Farm Solutions page (its called Solution Management in SharePoint 2007). In SP2010, click System Settings > Manage Farm Solutions. In SP2007, click Operations > Solution Management.
2.	Solutions are listed alphabetically. Find the solution you need to uninstall and click its Name. The solution status will be displayed. NOTE: The image below is from SharePoint 2010, but solution status from SP2007 and SP2013 look very similar. If the solution is deployed, you will see a Retract Solution link at the top of the page. If the solution is not deployed, you will see a Remove Solution link.
3.	Retract the solution from all web applications. Choose to retract now, or schedule it to occur at a particular time. Choose to retract from All content Web applications. Click OK when ready. NOTE: IF you are not a machine administrator, you may see an Access denied error. Make sure you have the appropriate permission level before attempting to retract a solution.
4.	Remove the solution. Once a solution has been retracted, the Remove Solution link is shown. Click Remove Solution to remove the solution.

Configuring TTM’s User Profile Import Web Part

TTM Configuration Overview	TTM Control Panel

Time Tracking and Management’s (TTM) User Profile Import allows user information from a SharePoint User Profile to be imported into TTM, minimizing the data entry required to populate the Timesheet Resources list.

Keep in mind:

You do not need to populate the Timesheet Resources list if you configured the Timesheet Entry Web Part to use PM Central’s ERP as the resource data-source.
The User Profile Web Part is dependent on the following SharePoint services:
- the User Profile Service Application
  - Information on configuring the User Profile Service Application is available from Microsoft:
  - Set up the User Profile Search Application
  - Configure Synchronization Connections
- the Search Service Application
  - Information on configuring the User Profile Service Application is available from Microsoft:
  - Configure enterprise search (SharePoint Server 2010)
  - Administer search in SharePoint Server 2013
For information on using User Profile Import, click here
The User Profile Import tool was added in TTM 2.5
User profile information will not be automatically updated to reflect changes in made in Active Directory following the import.

Configure the TTM User Profile Import Web Part:

Step

Action

From the TTM site’s Site Actions menu, select Time Tracking and Management Control Panel.

Edit the Web Part on page and click the Import User Profile Web Part Settings button to access the pop-up configuration window

IMPORTANT: If you don’t see the dialog screen (shown below), make sure that you have disabled popup blockers for this site.

Use the left hand navigation to access the appropriate configuration screens:

#	Function
1	By default, if items are reimported the new user profile information will overwrite the current information in the Timesheet Resources list.
2.	Mapping Configuration Map the fields in the Timesheet Resources list to SharePoint User Profile fields Important:By default, a user’s Manager will be identified as their Primary and Secondary Timesheet Manager.
3.	Search Criteria Configuration Select the fields that you want to be able to search from Available fields
4.	Search Results Configuration Select the columns that will be displayed in the search results NOTE: Columns must be added to the Search Criteria “Selected Columns” before they will be available to display in the search results
5.	Language Settings Modify the Language Settings
6.	Help Click Customer Support to access available online resources for the web part. If you are unable to find the answer to your question with these resources, our Customer Support engineers are standing by to help.

Click Save & Close to commit the changes and exit pop-up configuration screen.

TTM Configuration Overview	TTM Control Panel

Using the Time Tracking and Management Upgrade Manager

TTM Configuration Overview	TTM Control Panel

Before you can take advantage of new features associated with the latest version of Time Tracking and Management (TTM) you may need to upgrade your current TTM site.

Keep in mind:

You should read the TTM upgrade documentation before you install the latest TTM version on the SharePoint server
After the newer version of TTM is installed you will see a warning message if a site upgrade is required
You must be a Site Owner to perform the TTM site upgrade

TTM upgrade warning message

To upgrade your TTM Site:

Step	Description
1.	Access the Upgrade Manager using links found in: the TTM upgrade notification banner (see above) the TTM Control Panel NOTE: You must have Full Control of the site to see the Upgrade Manager link in the TTM Control panel
2.	Click the Upgrade button.
3.	Verify that the upgrade completed successfully NOTE: If you migrated from SharePoint 2010 to SharePoint 2013 to you must upgrade the site to SharePoint 2013 look and feel before you can upgrade the TTM site.

TTM Configuration Overview	TTM Control Panel

Using the TTM Configuration Lists

TTM Configuration Overview

The Time Tracking and Management (TTM) Configuration Checklists provide administrators with instructions on how to prepare the site for use.

When working with the Timesheet Configuration Checklists keep in mind:

There are two checklists associated with TTM:
- The Time Tracking Checklist which needs to be completed for all configurations
- the Cost Tracking Checklist which will only be completed if you are tracking task/project costs in TTM
You will need Full Control permission on the TTM site to complete some of the items in the Time Tracking checklist.

NOTE: Additional steps and the “Mark as Complete” button were added in TTM 2.0

#	Function
1.	Configuration Steps: Use the link to access the page where the configuration needs to be implemented
2.	Priority: Items with a Mandatory priority must be completed for all configurations of Time Tracking and Management. The Warning message on the TTM Home page will be displayed until all Mandatory items associated with the Time Tracking Configuration Checklist have a been closed. IMPORTANT: Not all recommended items in the check list will need to be completed. See the TTM Configuration Decision Map page to identify which configuration items need to be completed for your set up.
3.	Description: The description provides basic information about the individual configuration step that is required. Click the “more information” link associated with the item to access the topic in the documentation.
4.	Completed: Click the button to change the Completed status from No to Yes.
5.	Checklist links: Each of the Configuration links will take you to a new page in TTM. To return to the checklist use the link in the left hand navigation. Only users who have Full Control or Design permissions on the TTM site will see these links . NOTE: You will need Full Control permission on the TTM site to complete some of the items in the Time Tracking checklist.

TTM Configuration Overview

How to know what TTM version you are using

TTM Configuration Overview

As Time Tracking and Management (TTM) has gone from one release to the next, the appearance of TTM and the functionality availability within the application continues to change.

What version of TTM are you using?

There are a couple of ways you can determine the version of TTM that you are using.

File Version

If you have access to the TTM Control Panel look at the File Version, found in the About Time Tracking and Management section, to find out exactly which TTM release is installed.

About TTM

Site Appearance

If you do not have access to the TTM Control Panel the images below will you help you determine which version of TTM you are using.

NOTES:
1. After installing the most recent version of Time Tracking and Management to SharePoint you may need to upgrade the TTM Site to see the modifications shown below applied to site pages
2. Links to the Configuration Checklists were added in TTM 2.0 but are only visible to users will access to the Time Tracking and Management Control Panel.

TTM Version 2.5
TTM Version 2.0
TTM Version 1.7 TTM 1.7 and earlier versions are very similar in appearence. Use the file version to identfity the specific version installed.

TTM Configuration Overview

What alerts come with TTM?

TTM Control Panel	Time Tracking Checklist

Time Tracking and Management (TTM) comes with pre-defined alerts that let you quickly communicate timesheet status to Timesheet Managers and Resources.

When working with TTM Alerts, keep in mind:

All TTM alerts are disabled by default
The tokens ({Column Names}) shown in the mail format will be replaced with content in the email
You can modify existing alerts or create new alerts as needed. Click here for more information.

TTM’s default alerts:

ID #	Alert Title & Criteria	Alert Message Format
1.	Submitted: Sends a notification to the Primary Timesheet Manager when a timesheet is submitted. New emails are sent every hour and multiple alerts will be sent in a single summary notification
2.	Rejected: Sends a notification to the Timesheet Resource when their timesheet is rejected New emails are sent “as soon as possible.”
3.	Approved: Sends a notification to the Timesheet Resource when their timesheet is approved New emails are sent “as soon as possible.”
4.	Timesheet past due (one-time reminder): Sends a notification to the Timesheet Resource when their timesheet is still in Saved status after the due date. New emails are sent as soon as possible
5.	Timesheet past due (daily reminder): Sends a notification to the Timesheet Resource when their timesheet is still in Saved status after the due date. New emails are sent every hour and a follow up email will be sent after 1 day
6.	Timesheet past due (weekly reminder): Sends a notification to the Timesheet Resource when their timesheet is still in Saved status after the due date. New emails are sent as soon as possible and a follow up email will be sent after 7 days
7.	Submitted (Secondary Timesheet Manager): Sends a notification to the Secondary Timesheet Manager when a timesheet is submitted. New emails are sent every hour and multiple alerts will be sent in a single summary notification
8.	Approved pending 3 days: Sends a notification to the Primary Timesheet Manager when a submitted timesheet has been pending review for 3 days. New emails are sent every hour and multiple alerts will be sent in a single summary notification.
9.	Approved pending 3 days (Secondary Timesheet Manager): Sends a notification to the Primary Timesheet Manager when a submitted timesheet has been pending review for 3 days. New emails are sent every hour and multiple alerts will be sent in a single summary notification.
10.	Timesheet Modification: Sends a notification to the Timesheet Resource when a submitted timesheet has been modified by the Timesheet Manager prior to approval. Emails are sent as soon as possible .

TTM Control Panel	Time Tracking Checklist

TTM Time Tracking Checklist

Overview TTM Configuration	TTM Control Panel

Icon The Time Tracking Checklist provides administrators with a list of steps to walk you through the configuration of a Time Tracking and Management (TTM) site.

When configuring TTM keep in mind:

You must complete all the mandatory items and you may need to complete some of the recommend items, based on configuration settings selected.
A configuration decision map is available to help you identify what steps you need to complete

TTM Configuration warning message

Completing the Time Tracking configuration checklist:

Step

Description

Access the Time Tracking Configuration checklist using links found in:

the TTM Welcome Message (shown above)
the TTM Control Panel
the left hand quick launch

Click the Action link. You will be taken to appropriate page to complete the configuration.
More information on using the checklist is available here

NOTES:
1. You will need Full Control or Design permissions on the TTM site to view the links
2. The contents of the Time Tracking Checklist was updated in TTM 2.5.

Configuration Step	Priority	Description
1. Create timesheet reporting periods	Mandatory	Create and manage timesheet reporting periods IMPORTANT: Review the reporting period parameters. By default 26 14-day timesheets starting on 12/29/2014 will be created.
2 Configure working hours	Mandatory	Configure working hours to: Identify the days that users will be able to enter time against tasks Determine whether TTM should validate a maximum or minimum number of working hours per timesheet period. IMPORTANT: By default time can only be entered Monday – Friday, and users will be prevented from entering more than 8 hours of time per day, unless their profile is marked to allow overtime
3 Configure the Timesheet Entry Web Part	Mandatory	Edit the Timesheet Entry Web Part and configure it to use the desired data source for Tasks and Resources: Timesheet Tasks – choose one: SharePoint list (default) Bamboo List Rollup (select this option if you are integrating TTM with PMC or if you will create your own rollups of multiple tasks lists) Timesheet Resources – choose one: Local SharePoint List (Timesheet Resources list) PM Central Enterprise resource pool (select if you are integrating TTM with PMC)
4 Add users into the Report Groups	Mandatory	Add users who need the ability to generate and view TTM reports, but who will not have access to the TTM Control Panel to the Report Center Members group. Add users who will need the ability to generate, view and export TTM reports, and who will have access to the TTM Control Panel to the Report Administrators group. NOTE: Users with Design permissions will not be able to view the Report Center or export timesheet reports from the Control Panel.
5 Allow user timesheets to be Auto Approved	Recommended	This *optional* step allows Administrators to identify users who do not need to have their timesheets formally approved and add them to the Auto Approved Timesheets group. NOTE: This step requires the Full Control permission level on the TTM site.
6 Allow Timesheet Managers to bulk approve timesheets	Recommended	This optional step allows administrators to identify timesheet managers who will be able to approve displayed timesheets in bulk, by adding them to the Bulk Approvers group. NOTE: This step requires the Full Control permission level on the TTM site.
7 Modify column display names	Recommended	This optional step enables you to modify the column name headers that will be displayed in the Timesheet Entry web part.
8 Define Administrative Time Categories	Recommended	Administrative time categories are used to capture time spent on billable and non-billable administrative tasks. Identified categories will appear on all users’ timesheets, and the list includes these items by default: Administrative Sick Time Vacation
9 Enable Alerts	Recommended	Configure automated alerts for timesheet submission and approval using Bamboo Alert Plus.
10 Configure Cost Tracking	Recommended	Complete this optional step if users will be charging time to cost centers. NOTE: All items in the Cost Configuration must be completed before TTM will be able to calculate the cost of work entered into timesheets
11 Configure the TTM Send Message Web Part	Recommended	Verify the Status & Notifications Web Part is using the same resource data source as the Timesheet Entry Web Part. NOTE: This Web Part references the Timesheet Resources list as the data source by default
12 Identify users who will submit time in TTM	Recommended	Add users who will submit timesheets to the Timesheet Resources list, providing user information such as department, timesheet manager(s), permitted cost codes, and time entry validation. NOTE: This step is required if the Timesheet Entry web part is configured to use the Timesheet Resources list.
13 Create tasks in the SharePoint tasks list	Recommended	Create tasks and assign them to resources in the Timesheet Tasks list NOTE: This step is required if the Timesheet Entry web part is configured to use a SharePoint List.

To mark items as complete in the checklist, click the Mark as Complete

button associated with each item

Overview TTM Configuration	TTM Control Panel

Configure the TTM Send Message Web Part

TTM Configuration Overview	Time Tracking Checklist

The TTM Send Message Web Part on the Status and Notifications page lets Timesheet Managers see their resources’ timesheet submission status for the previous and current time periods.

When configuring the TTM Send Message Web Part keep in mind:

Configuration of the web part is a recommended step in the Time Tracking configuration checklist however, if TTM is not configured to use the Timesheet Resources list, you will need to change Web Part’s default resource configuration
For information on using the Web Part, click here
The Status and Notifications page was added in TTM 2.5

To configure the TTM Send Message Web Part:

Step

Action

From the TTM site, click the Status Timesheet Entry link in the My Resources’ Time quick launch

Use the link in the Time Tracking configuration checklist.

Edit the Web Part on page and click the Send Message Web Part Settings button to access the pop-up configuration window

IMPORTANT: If you don’t see the dialog screen (shown below), make sure that you have disabled popup blockers for this site.

Use the left hand navigation to access the appropriate configuration screens:

#	Function
1	Items per page: Select the number of resources, between 10 -50, that you want to show per page.
2.	Email Message By default, the email template has the subject line Your timesheet is overdue and has link to the current timesheet in the body. Important:The message template configured here will only be used when the Send Message button is selected
3.	Resource Configuration Select a Resource Data Source from ONE of the following options: Timesheet Resources – this is the default setting and uses the local Timesheet Resources list to get information about users If you will use this list no configuration is required in this section. Resource list from PMC or another Resource list Map columns in the selected list to the columns shown on the left.
4.	Help Click Customer Support to access available online resources for the web part. If you are unable to find the answer to your question with these resources, our Customer Support engineers are standing by to help.

Click Save & Close to commit the changes and exit pop-up configuration screen.

To return to the Time Tracking configuration checklist, use the Time Tracking link in the TTM quick launch menu

To mark this item as complete in the checklist, click the
Mark as Complete button for the item.
More information on using the checklist is available here

TTM Configuration Overview	Time Tracking Checklist

TTM Report Center

The Time Tracking and Management Report Center includes several preconfigured reports for resource use and timesheet status.

Viewing TTM Reports

The list of available reports in the Report Center cannot be changed, but you can modify, create, or remove views for a report. Views filter report data so you can see the most relevant data for your business.

The Report Center can be accessed from the left navigation or through the Project Management Central Control Panel. TTM site users with the Design permission level and above can access the Control Panel in the Site Actions menu; however, only users with the Full Control permission level will see the Report Center feature.

See the Configuring TTM Report Center Permissions section for the step-by-step instructions to set TTM permissions as well how to provide access to users who can access and generate the reports.

You can also browse to the Report Center page directly. The Full Control permission level is still required to access the Report Center page directly.

Follow the steps in the Configuring TTM Report Center Permissions section to provide access. Users with less than Full Control will get an “Access Denied” message.

Click the All Site Content link in the Quick Launch menu, or go to Site Actions > View All Site Content.
In the Libraries section, click the TimesheetPages library.
Click the Reporting page to access the Report Center.

Use the TTM Export Timesheets options

TTM Configuration Overview	TTM Control Panel

In Time Tracking and Management (TTM) timesheet information is maintained in the Timesheets list. Since modifications should not be made to this critical list, TTM provides a tool to allow you to export data from the Timesheets list to another list in the site collection.

When generating timesheet exports keep in mind:

The export tool was enhanced in TTM 2.5.
- The enhanced tool replaces the functionality previously provided with the TTM Console Application.
- For information on the columns included in the export, click here
- There are two export options available:
  - Export Now – creates an immediate one-time export of identified timesheet data
  - Schedule Export – uses a timer job to export data on a specified schedule

To export timesheet data:

Link from the TTM Control Panel Click the Export Timesheets link in the TTM Control Panel to access the export tool.

NOTE: To see the link you will need to have Full Control permissions on the TTM site.

#	Function
Export Parameters
1.	TTM Source Site URL Enter the URL of the TTM site within the same site collection that contains the timesheet data you want to export. Keep the default ./ to export timesheet data from the current site.
2.	Destination list Enter the name of the list that will be created and populated with timesheet data. Important: If you create an export schedule the *same list* will be continually *overwritten* with the timesheet data that meets the defined parameters of the export.
3.	Destination Site URL Enter the URL of the destination site within the same site collection. Keep the default ./ to export timesheet data to a list in the current site.
Export Parameters cont.
4.	Administrative Tasks Check to include time entered against Administrative tasks in the export.
5.	Exported Content When checked, the export will only include task items that contain a time entry .
6.	Export Approved Timesheets Check to only include timesheet with an Approved Status in the export.
Timesheet Scope
7.	Select one of the options below to identify which timesheets will have data included in the export Resource Scope Export timesheets for all resources Export timesheets for a specific resource Project Scope Export timesheets for a specific project Date Scope Export timesheets for an identified date range Export timesheet for an entire year
Schedule Export Use these settings only if you want to save an export schedule. NOTE: If you want to create a one-time export, click the Export Now button below.
8	A. Define a schedule Use the radio buttons to determine how frequently the defined export will be executed. The export process will be managed by the Bamboo TTM Timer Job Manager (timer job) B. Save Schedule You must select the Save Schedule button if you want to use the schedule defined above You can save one scheduled export. One-time exports that are generated when you click the Export Now button do not impact the settings of a previously saved export.
9	Export Now Use this button to create an immediate, one-time export of the identified timesheet data.

TTM Configuration Overview	TTM Control Panel

TTM Cost Tracking Columns

TTM Control Panel	Cost Tracking Checklist

clip-6db7c8c0f2e03c55e3241c462f323e72b45a360b When you enable cost tracking, several cost calculations will be performed for each timesheet task.

When using Cost Tracking keep in mind:

The source of the Labor rate is determined by the selection made when configuring cost tracking options
- If configured to use the Timesheet Resources list list the Labor rate will the defined Internal Rate from the Cost Tracking list for the cost code associated with the task.
- If you are using PM Central to obtain billing rates, the Standard Rate for the resources from the Enterprise Resource Pool (ERP) is used
When you add cost tracking columns to the timesheet, timesheet managers can review the results of the selection calculation(s) (shown below) when approving time.
Calculations are also used to create cost-related reports in the TTM Report Center.

Column Name

Description

Internal Cost

Internal Cost multiples the number of hours entered for the task in the time period by the Internal Rate for the task’s associated cost code

Labor Rate source	Calculation (Source identified in green)
Time Tracking and Management	Actual Work (Timesheet entry) * Internal Rate (Cost Tracking list)
Project Management Central	Actual Work (Timesheet entry) * Standard Rate (PM Central’s ERP list)
Billable Administrative tasks – both data sources (TTM & PMC)	Actual Work (Timesheet entry) * Internal Rate (Cost Tracking list)

Billable Cost

Billable Cost multiples the number of hours entered for the task in the time period by the Billable Rate for the task’s associated cost code.

Labor Rate source	Calculation (Source identified in green)
Time Tracking and Management	Actual Work (Timesheet entry) * Billable Rate (Cost Tracking list)
Project Management Central	Actual Work (Timesheet entry) * Standard Rate (PM Central’s ERP list)
Billable Administrative tasks (Both data sources)	Actual Work (Timesheet entry) * Billable Rate (Cost Tracking list)

In the calculations below, Planned Work (Project Tracking) is equal to Planned Work (from the Timesheet Tasks list) or Work (from the PM Central Tasks list) less cumulative Actual Work (Time Entry) for all time periods before the current one.

It can be considered the remaining budget of hours available for the task at the start of the time period.

For example: If the Planned Work value for a task from the Timesheet Tasks list is 40 hours and time entered for the task in all time periods before this one totals 10 hours, Planned Work (Project Tracking) is equal to 30 hours at the start of the current time period.

Planned Internal Cost

Planned Internal Cost calculates the internal budget remaining for the task at the start of the period.

It is based on the total planned work for the task less the time entered through the start of the time period multiplied by the internal labor rate
If this number is negative, the task was over budget at the start of the period.

Labor Rate source	Calculation (Source identified in green)
Time Tracking and Management	*Planned Work (Project Tracking) Internal Rate** (Cost Tracking list)
Project Management Central	*Planned Work (Project Tracking) Standard Rate** (PM Central’s ERP list)

Planned Billable Cost

Planned Billable Cost calculates the billable budget remaining for the task at the start of the period.

It is based on the total planned work for the task less the time entered for the task through the start of the time period multiplied by the billable labor rate.
If this number is negative, the task was over budget at the start of the period.

Labor Rate source	Calculation (Source identified in green)
Time Tracking and Management	*Planned Work (Project Tracking) Billable Rate** (Cost Tracking list)
Project Management Central	*Planned Work (Project Tracking) Standard Rate** (PM Central’s ERP list)

Work Variance

Work Variance is the number of hours left in the planned work budget at the end of the time period after subtracting all time entered for the task to date.

If this number is negative, it means that the amount of work entered for the task has exceeded the total number of hours that was budgeted for it.

Labor Rate source	Calculation (Source identified in green)
Both data sources (TTM & PMC)	*Planned Work (Project Tracking) Actual Work** (Timesheet entry)

Internal Cost Variance

Internal Cost Variance calculates the internal budget remaining for the task at the end of the period by subtracting the Internal Cost for this period from the Planned Internal Cost at the start of the period.

If this number is negative, the task is over budget.

Labor Rate source	Calculation (Source identified in green)
Both data sources (TTM & PMC)	Planned Internal Cost – Internal Cost

Billable Cost Variance

Billable Cost Variance calculates the billable budget remaining for the task at the end of the period by subtracting the Billable Cost for this period from the Planned Billable Cost at the start of the period.

If this number is negative, the task is over budget.

Labor Rate source	Calculation (Source identified in green)
Both data sources (TTM & PMC)	Planned Billable Cost – Billable Cost

TTM Control Panel	Cost Tracking Checklist

TTM Cost Tracking Checklist

Overview TTM Configuration	TTM Control Panel

Icon
If your organization wants to use Time Tracking and Management (TTM) to track the cost of work entered in timesheets, there are several configuration tasks that must be completed. To help you complete all tasks in the correct order, the TTM site has organized these tasks in the Cost Tracking Configuration Checklist.

When configuring Cost Tracking for TTM keep in mind:

The steps below are only required if you will use TTM to track task costs.
If you want to use cost tracking with an existing Bamboo Project Management Central installation, read Configuring Cost Tracking for PM Central. This topic provides a summary of cost tracking configuration requirements in TTM and includes configuration requirements for PM Central.

Completing the Cost Tracking Configuration checklist :

TTM Configuration message

Step

Description

Links from the TTM Control Panel Access the Cost Tracking configuration checklist using links found in:

the TTM Welcome Message (shown above)
the TTM Control Panel
the left hand quick launch
the Task Tracking configuration checklist

NOTE: You will need Full Control or Design permissions on the TTM site to view the links

Click the Action link. You will be taken to appropriate page to complete the configuration.
More information on using the checklist is available here

Configuration Step	Priority	Description
Configure Cost Tracking options	Mandatory	Enable cost tracking for all timesheets and configure cost tracking options.
Create cost codes	Mandatory	Create cost codes that resources can charge time to.
Enter labor rates	Mandatory	Associate labor rates with cost codes in the Cost Tracking list
Assign cost codes to resources	Mandatory	Select the cost codes that each resource can charge tasks to. You can customize the cost codes available to each resource to minimize data entry errors.

Click Save to save your changes or Cancel to exit without saving.

To mark this item as complete in the Cost Tracking configuration checklist, click
Mark as Complete

NOTE:
If you upgraded Time Tracking and Management from version 1.0 and are enabling cost tracking for the first time, click the Update Timesheets button to add cost tracking features to timesheets. You only have to do this once, and the button will be disabled after the upgrade is complete.

Overview TTM Configuration	TTM Control Panel

Overview of the TTM Control Panel

TTM Configuration Overview

The TTM Control Panel link in Site Actions.
The Time Tracking and Management Control Panel provides a central location for the configuration and administration of the TTM site.

When working in the TTM Control Panel keep in mind:

Users with Full Control or Design permissions can access the Time Tracking and Management Control Panel from the Site Actions drop down menu.
The contents of the control panel are security trimmed so not all options will be visible to users with Design permissions. The table below identifies the permission level required to see specific links.

NOTE: The image below shows a TTM Control Panel for users with Full Control permissions

TTM Control Panel

Section

Application Settings

Link:	Permission required	Notes
Time Tracking Configuration Checklist	Full Control or Design	You must complete the Time Tracking Configuration checklist before using TTM Use the Time Tracking Decision Map to identify which configuration items you need to complete
Cost Tracking Configuration Checklist	Full Control or Design	You only need to review this checklist if you will track project costs in TTM
Timesheet Period Settings	Full Control or Design	Creating Timesheet periods is a mandatory step in the Time Tracking Configuration list *and* you will need to create new timesheets periods from time to time. IMPORTANT: Review the reporting period parameters. By default 26 14-day timesheets starting on 12/29/2014 will be created. NOTE: The default date may differ based on the version of TTM installed .
Working Hour settings	Full Control or Design	Defining working hours is a mandatory step in the Time Tracking Configuration list IMPORTANT: By default time can only be entered Monday – Friday, and users will be prevented from entering more than 8 hours of time per day, unless their profile is marked to allow overtime
Administrative Time settings	Full Control or Design	Edit or create new Administrative Time categories.
Update Cost Costs	Full Control or Design	Required if you are tracking costs in TTM
Update Labor Rates	Full Control or Design	Required if you are tracking costs in TTM

Tools

Link:	Permission required	Notes
User Profile Import	Full Control or Design	Use to copy profile information from the SharePoint User Profile database into the Timesheet Resources list. User Profile Import added in TTM 2.5
Configure Task Rollups	Full Control or Design	Use Bamboo List Rollup to create a rollup of multiple tasks lists for use as the Timesheet Entry Web Parts tasks data source NOTE: This is an optional configuration step. See the TTM configuration decision map for more information
Export Timesheets	Full Control	Export Timesheet list information to another list SharePoint list
Archive timesheets	Full Control	Use schedule the archival of timesheets from the Timesheets list by creating a archive schedule or a one-time action Archive timesheets feature added in TTM 2.5

Report Center
The View Reports link takes users to the Reports Center where a number of predefined reports are available.

NOTE: Users must have Full Control to see the Report Center link from the Control Panel.

General Settings

NOTE: General Settings is located on the left of the screen when you are logged in with Design permissions

Link:	Permission required	Notes
Change Skin	Full Control	Choose from three available skins to modify the appearance of the TTM site.
Manage site features	Full Control or Design	Gives you the option to deactivate the Site Actions access to the Control Panel NOTE: Only users with Full Control or Design permissisons on the site see this menu item
Alerts setup	Full Control or Design	Enable and manage TTM’s available alerts

Link:	Permission required	Notes
Upgrade Manger	Full Control	Use the Upgrade Manager to upgrade an existing TTM site following the installation on a new TTM version. to verify that your TTM site was upgraded following the installation of the latest TTM version.

Help
Displays the version details of the products installed as part of the TTM application.
Product Details page

About Time Tracking and Management
Look at the File Version to determine what version of TTM is installed in your farm.

Provide the File Version number any time you open a ticket with Bamboo Support

TTM Configuration Overview

Troubleshooting Tips

placeholder for testing

TTM Configuration Home Page

Once you have created your new TTM site you will have a number of configuration decisions to make that will determine how you, and your users, will interact with the Time Tracking and Management (TTM) application.

Use the links below to access configuration topics:

Time Tracking & Management Configuration Overviews

Time Tracking Configuration Checklist

You must complete the Time Tracking Checklist before you will be able to use TTM.

TTM Configuration Decision Map

Use the decision map to determine how your instance of TTM should be configured.

Cost Tracking Configuration Checklist

Complete if you will use TTM to track project costs.

Timesheet Entry Configuration Overview

Configuring this web part is a mandatory step in the Time Tracking configuration checklist.

TTM Control Panel Overview

A look at the tools available in the TTM Control Panel.

TTM Permissions

Overview of permissions required in TTM.

Time Tracking & Management Configuration Topics
TTM Site Management	What version of TTM are you using?	TTM Upgrade Manager
Using TTM Groups	Report Center Administrators and Members	Auto Approved Resources	Bulk Approvers
Alerts and Messaging	What alerts come with TTM?	Enable TTM alerts	TTM Status and Notification center
Manage Timesheet Data	Access TTM Reports	Export TTM Timesheets	Archive Timehsheets
Timesheet column display options	Modify column display names	Hide columns in the Timesheet Entry display
TTM Resources data source	Configure resources data-source	Configuring TTM’s User Profile Import	Using PM Central Resources in TTM
TTM Tasks data source	Configure tasks data-source	Create a rollup of SharePoint Tasks lists	Use PM Central Tasks
Administrative Time	Configure Administrative Tasks data-source	Add categories to the Administrative Time list
Cost Tracking Configuraton	Define Labor Rates	TTM Cost Tracking	Create Cost Codes
Change the TTM site appearance	Change the Pending My Approval display to show more items by default	Change the Timesheet Entry skin	Change the site skin
Populating lists	Add tasks to the Timesheet Tasks list	Add users to the Timesheet Resources list

TTM Configuration Decision Map

TTM Configuration Overview

Click the boxes to access configuration instructions…

TTM Configuration

Using the Bulk Approvers group in TTM

TTM Configuration Overview	Time Tracking Checklist

Timesheet Managers who are added to the Bulk Approvers group will be able quikcly approve all items displayed in the Pending My Approval display screen with just a couple of clicks.

Keep in mind:

You can only approve items that are visible in the display page.
- If a timesheet spans another page in the Pending My Approval Web Part the timesheet will not be approved until all timesheet items have received an approval.
- Click here for information on modifying the number of items displayed on the page
You can only bulk approve / reject timesheets from the same timesheet period

Using the Bulk Approvers group:

Add Users to the Bulk Approvers group
1.	Click the link in the Time Tracking configuration checklist, OR Navigate to SharePoint’s Site Permissions page NOTE: Accessing Site Permissions requires you to have Full Control permission the TTM site.
2.	Add the appropriate users to the Bulk Approvers group NOTES: 1.The Bulk Approvers group was added in TTM 2.0 2.This group has contribute permissions on the site by default
How do Timesheet Managers bulk approve / reject timesheets?
1.	Timesheet Managers who are added to this group will see a check box associated with the Period in the Pending My Approval display
2.	When this box is checked, all items associated displayed on the time will be checked for bulk approval or rejection. IMPORTANT: If a timesheet continues on the next page then: If you selected Reject – the entire timesheet will be immediately rejected If you select Approve – the entire timesheet will not be approved until the remaining items in the timesheet have also been approved. If you reject items on the subsquent page(s) the entire timesheet will be rejected.

TTM Configuration Overview	Time Tracking Checklist

Using the Auto Approved Timesheet group in TTM

TTM Configuration Overview	Time Tracking Checklist

Users who are added to the Auto Approved Timesheets group bypass the manual timesheet approval process and have their timesheets automatically approved on submission.

When using the Auto Approved option, keep in mind:

A Primary Timesheet Manager will still need to be identified for each user
Timesheet Managers cannot modify an approved timesheet
You can configure working hour validation to require a minimum number of hours to be entered into timesheets.
The Auto Approved Users group is automatically created with the TTM site

Using the Auto Approved Timesheet group:

Add Users to the Auto Approved Timesheets group
1.	Click the link in the Time Tracking configuration checklist, OR Navigate to SharePoint’s Site Permissions page NOTE: Accessing Site Permissions requires you to have Full Control permission the TTM site.
2.	Add the appropriate users to the Auto Approved Timesheets group NOTES: 1.The Auto Approved Timesheets group was added in TTM 2.0 2.This group has contribute permissions on the site by default
What happens when users in this group submit a timesheet?
1.	When members of this group submit a timesheet, the status of the timesheet will immediately be changed to Approved
2.	The timesheet will be available in the resource’s My Approved Timesheets display, and in the Timesheet Manager’s Approved by Me display.

TTM Configuration Overview	Time Tracking Checklist

TTM Archive

TTM Configuration Overview	TTM Control Panel

TTM Time Tracking and Management (TTM) provides a tool to clean up the Timesheets list by archiving stale items to another SharePoint list.

There are two archive options available:
- Archive Now – creates an immediate one-time archive of identified timesheet data
- Save Schedule – uses a timer job to archive timesheet data on a specified schedule
The archive process is managed by the Bamboo TTM Timer Job Manager which is responsible for:
- creating the destination list
- copying the timesheets that meet the archive criteria from the Timesheets list to the destination list
- deleting the previously copied items from the TTM Timesheets list

Important: Once data is deleted from the Timesheets list it will no longer be accessible from Time Tracking and Management (TTM):

Users will not be able to view archived records in the Timesheet Entry or Submitted Timesheet displays
TTM reports will not include information about archived timesheets
A project’s cost and work variance calculations may impacted

To archive timesheet data:

Link from the TTM Control Panel Click the Archive Timesheets link in the TTM Control Panel to access the export tool.

NOTE: To see the link you will need to have Full Control permissions on the TTM site.

#	Function
Archive List Details
1.	Destination Site URL Enter the URL of the destination site within the same site collection. Keep the default ./ to export timesheet data to a list in the current site.
2.	Archive List Name Enter the name of the list that will be created and populated with timesheet data. Important: If you create an archive schedule the *same list* will be continually *updated* with timesheet data that meets the defined parameters of the archive.
Archive Parameters
4.	Select one of the options below to identify which timesheets will be included in the archive: Archive timesheets that were created on or before the specified data Archive timesheets when the Timesheet period contains a data within the specified range Archive timesheet that were created “x” number of days before today
5	Click the checkbox if only timesheets with an Approved Status should be archived
Schedule Archive
5	A. Schedule Timesheet Archive Determine how frequently timesheet data will be copied into the destination archive list. The archive process will be managed by the Bamboo TTM Timer Job Manager (timer job) B. Schedule Deletion of Archived data Determine when items that were previously copied into the destination archive list will be deleted from the TTM Timesheets list. Important: Once data is deleted from the Timesheets list it will no longer be accessible from TTM. C. Save Schedule You must select the Save Schedule button if you want to use the schedule defined above You are allowed to save ONE scheduled archive. One-time archives that are generated when you click the Archive Now button do not impact the settings of a previously saved archive.
6	Archive Now Use this button to create an immediate, one-time archive of the identified timesheet data. Important: Once data is copied into the destination archive list it will immediately be deleted from the Timesheets list and will no longer be avaiable in TTM displays, reports, etc.

TTM Configuration Overview	TTM Control Panel