Team Calendar

 

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Bamboo’s Team Calendar provides a centralized group calendar that can interact with a SharePoint calendar list, multiple Microsoft Exchange calendars, or both side-by-side.

 

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Task Master Multiple Predecessor Tasks

Task Master Multiple Predecessor Tasks

Return to Configuration Overview

If your task requires that more than one other task in your project be completed before it can start, you can assign multiple Predecessor Tasks. By default, Task Master is configured to allow only one Predecessor Task per item. To allow multiple Predecessor Tasks, perform the following steps:

Step Action Result
1. Go to Site Actions > View All Site Content. In the Lists section, select the task list configured for Task Master. The default task list is Bamboo Project Task List.
2. In the List Tools > Lists ribbon, click the List Settings button.
3. In the Columns section, click the Predecessor Task column to edit its settings.
4. In the Additional Column Settings section, select the Allow multiple values option. hw45-2010-allowmultiplepredecessors.jpg
5. Click OK to save the column setting changes.

Now when you add or edit a task, you have the option to select one or more Predecessor Task items. The Start Date of the new/updated task will be after the Due Date of the latest Predecessor Task.
hw45-2010-multiplepredecessors.jpg

You can also add or edit Predecessor Tasks directly in the grid. Click in the Predecessor Tasks column and check the tasks you want to add to the list.

hw45-2010-multiplepredecessors-example2.jpg

In the example below, notice that Task 1 and Task 2 are assigned as Predecessor Tasks for Task 3. The Start Date of Task 3 is after the Due Date of Task 2, which finishes latest.

hw45-2010-multiplepredecessors-example.jpg

Return to Configuration Overview

Task Master Milestone Settings

Task Master Milestone Settings

Return to Task Master View Settings

hw45-2010-MilestoneSettings.jpgConfigure the appearance of milestones in the Gantt chart.

  • Select the Milestone column: Select the Milestone column in the task list. If you use a different list, then select the column that contains the Milestone indicator.
  • Milestone label: Select a column to be displayed next to the milestone in the Gantt view.

hw45-2010-MilestoneSettings2.jpgClick inside the box next to the Milestone label column drop-down list to set formatting for the Milestone label text. A dialog box is displayed so that you can choose font color (Foreground > Pick), font size and font style.

  • Set milestone color based on: Select a Choice column in the task list to base the milestone color on the value for that column. For example, to base your milestone column color on the current task status, select the Status column and choose a color for each status choice.

NOTE: To use the same color for all milestone tasks (like previous versions of Task Master), select any Choice column and use the same color for all choices.

Task Master Glossary of Terms

Task Master Glossary of Terms

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The terms listed below are words that are commonly used in task and resource management, scheduling and other related practices. There are also explanations for what some of the functions in Task Master are.

% A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

%

% Complete: The percentage of the duration that actually is completed for the task (or sub-tasks, if a summary task). For more information on how % Complete is calculated, read this Microsoft KB.

% Work Complete: The percentage of work that is completed for the task (or sub-tasks, if a summary task). % Work Complete is calculated the same way as % Complete, but using the Actual Work and Work fields instead of Actual Duration and Duration.

A

Actual Cost: Based on the percentage of the cost.

Actual Cost (Enter): This field allows you to manually enter the Actual Cost if you want to replace Actual Cost, which is automatically calculated by the application.

Actual Duration: The actual span of a task from start to finish, based on % Complete.

Actual Finish: The date when an assigned resource is actually finishing working on a task.

Actual Start: The date when an assigned resource actually begins to work on a task.

Actual Work: The actual percentage of the work that the resource has completed.

Actual Work in Days: The actual percentage of the work in days that the resource has completed.

Actual Work in Hours: The actual percentage of the work in hours that the resource has completed.
**
Assigned To: The resource that has been delegated to a task, risk, issue, etc.

Assignment Units: Determines the assigned resource’s allocation to a task, such as 50% or 100%.

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B

BSC: Balanced scorecard–a performance management tool used to keep track of the execution of the activities by staff members.

C

Child Task: The subtask of a Parent Task or Summary Task.

Constraint: Applied to a task to restrict how the task’s start and finish dates are calculated. Use constraints when you need to control the start or finish date of a task. See Constraint Type.

Constraint Type: Constraints are applied to a task to restrict how the task’s start and finish dates are calculated. See Constraints. Constraint Types include:

  • As Soon As Possible (ASAP): Schedules the task to begin as early as possible. Do not enter a start or finish date with this constraint. This is the default choice.
  • Start No Earlier Than (SNET): Schedules the task to start on or after a specified date. Use this constraint to ensure that the task does not start before a specified date.
  • Start No Later Than (SNLT): Schedules the tasks to start on or before a specified date. Use this constraint to ensure that the task does not start after a specified date.
  • Must Start On (MSO): Schedules the task to start on a specified date.
  • Critical Path: The longest path to finish a project. It includes the series of tasks that dictate the finish date for the project. If one task in the critical path is delayed, the project finish date will change.

Critical Task: A task that has zero Total Slack: the task is in the Critical Path. Critical tasks cannot be delayed without affecting the project finish date.

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D

Days Overdue: The number of days an incomplete task is overdue. If Today > Due Date and % Complete < 100%, the task is overdue. The number of days it is overdue is the number of workdays between today and the Due Date.

Duration: The total span of a task from start to finish. Duration is calculated by (Due Date – Start Date)(Working Hours/Day)

E

Early Finish: The earliest date a task can finish based on the Early Finish dates of predecessor and successor tasks and other task constraints. This is the earliest date a task can finish if all predecessor and successor tasks also finish on their Early Finish dates.

Early Start: The earliest date a task can start based on predecessor and successor tasks and other constraints.

F

Finish: The date when an assigned resource is scheduled to finish working on a task.

L

Late Finish: The latest date a task can finish without delaying the project finish date.

Late Start: The latest date a task can start without delaying the project finish date.

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M

Milestone: A scheduled event that signifies the completion of a major deliverable. Milestones are used to monitor the project’s progress. Typically, they are tasks with a duration of 0 time units (such as hours, days or weeks).

O

Overallocation: Assigning more tasks to a resource than the resource can accomplish in the available working time.

P

Parent Task: Tasks that are made up of subtasks and that summarize those subtasks. Also called Summary Tasks.

Predecessor Task: A dependency task on which the task depends before it can be started or finished.

R

Resource Allocation: How a resource is assigned to a task or project.

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S

Schedule Status: A status indicator based on the number of days a task is overdue. The indicator and number of days can be configured by modifying the Schedule Status column settings in the task list.

Start: The date when an assigned resource is scheduled to begin working on a task.

Summary Tasks: Tasks that are made up of subtasks and that summarize those subtasks. Also called Parent Tasks.

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T

Task Dependency: The relationship between tasks.

Total Slack: The amount of time a task finish date can be delayed without affecting the project finish date. A Total Slack of zero indicates the task is a critical task.

U

Units: The quantity that a resource is assigned to a task. See Assignment Units and Maximum Units.

W

WBS (Work Breakdown Structure): A hierarchical structure used to organize tasks for reporting schedules and tracking costs. Tasks are typically grouped beneath their summary or parent tasks, with each level down representing an increasingly detailed description of the task deliverable. For example, the Parent Task Develop Application has a WBS of 1.0. It has two child tasks, Write Requirements Document, which has a WBS of 1.1, and Review Preliminary Build, which has a WBS of 1.2.

Work: The hours that the resource works on a task.

Workdays: The days of the week when work can be done on a project task. Workdays can be defined in the Task Master Web Part settings.

Working hours: The hours of the day when work can be done on a project task. Working hours can be defined in the Task Master Web Part settings.

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Task Master Gantt Settings

Task Master Gantt Settings

Return to Task Master View Settings

hw45-2010-GanttBarTextSettings.jpgGantt Bar Text Settings: Configure the settings for the text that is displayed next to the task bar in the Gantt chart.

  • Show Gantt Bar text: Select this option to display text next to the task bar in the Gantt chart.
  • Display text from this column: Select the column that contains the text you want to display.
  • Font color: Enter in the Hex color number or select a color from the drop-down list.

Gantt View Display Settings: Use these settings to configure the appearance of the Gantt chart.

hw45-2010-ganttviewdisplaysettings2.jpg
* Filter and show all tasks starting from this date: Enter the date that you want to use to filter the tasks in the Gantt view. For example, if you enter 6/1/2011, then all tasks with a start date prior to 6/1/2011 will not be displayed in the Gantt view.

NOTE: This filtered date is applied to all selected list views.

  • Scale for Gantt View: Select the default time scale for the Gantt chart (Day, Week, Month, Quarter or Year).
  • Gantt View Start Date: Enter the Start Date for the date interval in the Gantt view, select the Today option to use today’s date, or click to select a date.
  • Show week number in Gantt view: Select this option to display the week numbers in the Gantt view. This option displays the week number in Week, Month and Quarter views only.
  • Display graphical bar as an absolute task duration in Quarter and Year view: Select this option so that the bar in the Gantt view represents the absolute task’s duration when using the Quarter or Year views. If you do not select this option, the bar represents the relative task’s duration.

Task Master Display Columns Settings

Task Master Display Columns Settings

Return to Task Master View Settings

hw45-2010-columnsettings.jpg Column Settings: Configure these settings to display specific columns in the task grid.

  • Value: Select a column from the drop-down list to be displayed in the task grid, such as Title, WBS or Parent Task.
  • Width (px): Type in the width of each column in pixels.
  • Add Row: Click this button to add another column.
  • Remove Row: Click this button to remove a column.
  • Show the task number (No.) column: Select this option to show the No. column. This column only shows the order of the tasks in the grid. It is not the same as WBS numbering.

Task Master Dependency Settings

Task Master Dependency Settings

Return to Configuration Overview

In the tool pane under Task Master Configuration > Dependency Settings, you can select the following Dependency Settings:

hw45-2010-dependencysettings1.jpg

  1. Save changes to my Task list every time a change is made in the Gantt chart: Select this option to save selected changes immediately. If you do not select this option, Save and Refresh are available on the menu. Refresh will undo your changes from the last time that you saved. Save will save the new changes.

  2. Do not show warning message when users click the Save button: You will see this option disabled if you have checked the box in Step 1. If you deselect that check box, then you can see this box enabled and select it so that users receive a warning message each time they click the Save button.

  1. Show the Recalculate button: Select this option to display the Recalculate button on the Task Master toolbar. Clicking Recalculate allows Task Master to recalculate and adjust your schedule after you make changes or add new tasks.

    NOTE: You can disable the Recalculate button in order to turn off Task Master calculations and applied business rules.

    To disable the Recalculation button, deselect Show the Recalculate button. This will remove the Recalculate button from the toolbar menu and Task Master will not re-compute anything until the button is enabled again.

  2. Calculate task based on: With this option, you can assign tasks based on three options:

    • Start Date and Due Date (the default option)
    • Start Date and Work
    • Start Date and Duration
  1. Calculate resources method: With this option, you can choose how task resources are calculated when resources are added or removed from an existing task. Calculate resources methods are as follows:

See also:

Task Master Data Source Settings

Task Master Data Source Settings

Return to Configuration Overview

DataSourceType.jpg Click on a category name below for details about the options available in the Data Source Settings section of the Web Part Settings.

Each Task Master instance connects to a single data source. A data source contains the data to be represented in the schedule:

  1. To connect to a data source, first select its type (SharePoint List or Bamboo List Rollup) in the Select Data Source Settings page.
  2. Then click SharePoint or List Rollup in the left menu to configure connection details.

Configure a SharePoint List or Library

Configure Bamboo List Rollup Settings

Task Master Custom Task Identifier

Task Master Custom Task Identifier

Return to Configuration Overview

If you need a way to identify tasks other than a simple Task ID or WBS number, you can configure an automatically-generated task ID using Bamboo’s Custom Identifier Column. Custom Identifier Column allows you to add a custom column to your task list that generates a unique ID every time a new task is added.

NOTE: Custom Identifier Column is not included with SharePoint Task Master, but can be purchased separately and is compatible with it.

Add Custom Identifier Column to your task list before you create project tasks.

Icon-Warning Important Notes::

  • If you add Custom Identifier Column to a task list that already has tasks, any existing tasks will not be updated with a unique ID. Only new tasks that are created after the column is added will be assigned a unique ID value.
  • If you configure Custom Identifier Column with the option to Automatically Generate Unique ID, Task Master users will not able to change the ID for their tasks. Instead, consider using the option Force User-Entered ID to be Unique. This allows users to specify their own ID for tasks, and only checks that they enter one that has not been used before.

After you add Custom Identifier Column to your task list, you can display it in Task Master by adding a column to the grid view; see how to do it here.

The example below shows a task that was assigned a unique ID value using Custom Identifier Column.
hw45-2010-customid.jpg

Task Master Color Coding Settings

Task Master Color Coding Settings

Return to Task Master View Settings

hw45-2010-colorcoding.jpg Configure the color of the Gantt bar for any Choice column in the task list, such as Constraint Type, Priority or Status. Color coding is automatically added to the Task Master legend (if displayed).

  • Select a column to color code: The only columns available in this drop-down box are the Choice data-type columns from the list you selected earlier. After selecting a column, the values are displayed below for color selection.
  • Auto Select: Click this button to randomly select colors for the values.
  • Column Name: This is the choice value as defined by the selected column.
  • Hex: Enter in the Hex color number or select a color from the Color drop-down list.
  • Color: Select a color for each value from the drop-down list.

Tag Cloud Article Access in Knowledge Base

Tag Cloud Article Access in Knowledge Base

Overview of Knowledge Base Solution Accelerator

The Tag Cloud Web Part lets you locate articles that have been viewed the most times by selecting a commonly used keyword (i.e. “user”) from the tag cloud.

To configure the Bamboo KB Tag Cloud Web Part :

Step Action Description
1. From the KB Client site, click the Tag Cloud link. Edit the KB Tag Cloud Web Part.
2. Enter the site URL for your Bamboo KB Admin site.
3. Enter the relative path to the KB Admin site and click the green arrow to populate the fields below.
4. Select the KB Articles List: Select the Bamboo KB Articles List.
4. Select the KB Tag Cloud List: Selected the Bamboo KB Tag Cloud List.
5. Enter the URL to the page that contains the Bamboo Display Article Web Part for displaying article content: This field is prepopulated with the relative path to the Bamboo KB Display Article Web Part.
6. Tag Format: Click to select a font type, style, color, background color, alignment, decoration, etc. in the dialog box.
7. Number of Top Tags to Display: Enter the number of tags you want to display in the tag cloud. In the example screenshot above, only 20 of the most viewed (i.e. top) tags will be displayed in the tag cloud.
Show Drop-Down Filter Menu: Select this check box to show a filter drop-down box that allows users to locate tags in the cloud by first letter of the tag name.
8. Number of Related Articles to Display: Enter the number of related articles you want displayed after selecting a tag in the cloud.
9. Select a Language: Select this option to set the language used on the user interface of this Web Part. See Localize Bamboo Web Parts for your Language for more information.
10. Click Apply and then click OK to save your changes.

Tag Clouds

Tag Clouds

The Bamboo Knowledge Base Tag Cloud List allows Administrators to add new tags to be associated with articles. End users on the KB Client site can then view a tag cloud to view articles associated with that tag.

Add tags to the Bamboo KB Tag Cloud List:

Step Action
1. From the KB Admin site, click All Site Content.
2. Under Lists, select Bamboo KB Tag Cloud.
3. Click Add new item to add a new tag to the list. Click Save.

System Requirements

System Requirements

SharePoint 2010 SharePoint 2013 SharePoint 2016
Operating System Microsoft Windows Server 2008 64-bit edition of Windows Server 2008 R2 Server Pack 1

OR

64-bit edition of Windows Server 2012 Standard or Datacenter

64-bit edition of Windows Server 2012 R2 Standard or Datacenter

For database server: 64-bit edition of Microsoft SQL Server 2014 Service Pack 1 (SP1)

SharePoint Version Microsoft Windows SharePoint Foundation 2010

OR

Microsoft Office SharePoint Server 2010

Microsoft SharePoint Foundation 2013

OR

Microsoft SharePoint Server 2013

Microsoft SharePoint Server 2016
Browser Microsoft Internet Explorer 8 or higher Microsoft Internet Explorer 8 or higher Microsoft IE 10 or higher, Microsoft Edge, latest version of Google Chrome, latest and immediate previous release of Mozilla Firefox, and latest release of Apple Safari

Cross Browser Support:

All products are tested to work with IE 8 and higher.

Not all Bamboo products support all browsers that SharePoint 2016 supports. The products listed below offer cross-browser support for the following: Microsoft Edge, latest version of Google Chrome, latest and immediate previous release of Mozilla Firefox, and latest release of Apple Safari.

Note: Bamboo products are not supported in an IIS Web garden configuration.

System Requirements

System Requirements

Operating System
  • Windows Vista (32-bit or 64-bit), Windows 7 (32-bit or 64-bit), Windows 8 (32-bit or 64-bit), Windows Server 2003 or 2008 (32-bit or 64-bit), and Windows Server 2012 (64-bit)

  • Microsoft .NET Framework 3.5

Server

SharePoint 2013:

  • SharePoint Foundation 2013 or SharePoint 2013

SharePoint 2010:

  • SharePoint Foundation 2010 or SharePoint 2010

SharePoint Release 3:

  • Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007

SharePoint Online

  • Microsoft 365, Multi-Tenant Hosting and Built-in Authentication

Task Master

 

TaskMaster.png
Task Master allows project managers to use SharePoint to create project schedules for their projects, assign resources, track dependencies between tasks, view critical paths, and more. Need to exclude weekends and holidays from your schedule? Task Master allows you to do that too. What if you already created a plan and you realize later that you need to adjust your schedule to exclude the holidays? Task Master will adjust the dates for you post-schedule to take the holidays into account. Task Master allows users to create tasks and dependencies between tasks, identify milestones, view tasks in a Gantt view and much more.

 

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Synchronization Settings for File Share Library

Synchronization Settings for File Share Library

Return to Configuration Overview

Sync Settings.png Choose a synchronization schedule for the File Share Library. File Share Library can sync with the network file share according to a schedule you define, or it can perform a one-time sync when you click the Save button in the File Share Library Settings page.

Step Action Result
1. Periodic Sync: Synchronizes items regularly using a schedule you define. The File Share Library can sync with the network file share from 5 to 59 minutes, hourly, daily, weekly, or monthly. Select a schedule frequency and configure the specific sync time.
2. One-Time Sync: A one-time synchronization occurs when you click the Save button in the File Share Library Settings page.
3. On-Demand Synchronization: When this option is enabled, the Sync File Share Library button is displayed in the Library ribbon. This button allows users to trigger an immediate sync of File Share Library. On-demand synchronization can be enabled with either Sync Frequency option.

Sync Ribbon Button.png
4. Sync Log: Information regarding the most recent sync is logged here. This includes the time and date of the sync, and the number of files that were changed.

During synchronization, the network file share contents are compared to the File Share Library contents, and the following actions occur:

  • If a new file was added to the network file share, a placeholder file is added to the File Share Library to act as a link to the item on the network file share (unless Automatically import all items has been selected in the Import Settings).
  • If a file was deleted from the network file share, the associated placeholder file in the File Share Library will either be deleted or updated, depending on When an Item is Deleted settings.
  • If a file was renamed or moved in the network file share, File Share Library treats the moved or renamed item as “new”, and the old link to the item as “deleted”. The old placeholder link in the File Share Library will be removed or updated according to the When an Item is Deleted settings, and a new link will be created for the item with the new name or location.
  • If an item in the File Share Library is marked for import, it is imported. The copy on the network file share is updated according to the Import Settings. The item in the File Share Library and the original version in the network file share will no longer be linked after the item is imported. Changes to the file in one location are no longer synchronized to the other location

See also:

Switching Between Storage Options

Switching Between Storage Options

Return to Storing Media in a Bamboo File Share Library Overview

When you switch from storing files in Video Library to storing them in a Bamboo File Share Library, any files currently in the Video Library will be deleted. When the Video Library is connected to the File Share Library, links to the files in the File Share Library are added to the Video Library.

HW69_2010_StorageSettings-FSL-configured.jpgTo switch from storing files in a File Share Library to storing them directly in Video Library, click the Reset Connection button. Any existing links in Video Library to the files that reside in the File Share Library will be deleted. The actual files in the File Share Library are not affected. The Video Library will be empty and ready for you to upload new files.

You can also use the Reset Connection button to disconnect from one File Share Library and connect to a different one. The links to files that reside in the existing File Share Library will be deleted, and links to the new files will be added. The actual files in the File Share Library are not affected.

Switch Between Enforcing Working Hours and Not Enforcing Working Hours

Switch Between Enforcing Working Hours and Not Enforcing Working Hours

Return to Configuration Overview

If you choose to switch back to NOT enforcing working hours, you can clear the Enforce these working hours option in the tool pane:

Step Action
1. On the page where you have placed Task Master, open the configuration tool pane by clicking the arrow to the right of the Task Master title bar and selecting Modify Shared Web Part.
2. In the Working Hours Settings, uncheck Enforce these working hours.
3. Click Apply and then OK to save your changes.
4. Click Recalculate on the Web Part tool bar.
5.

When you click Recalculate, Task Master updates the Due Date of your tasks to use a 24-hour day. The new Due Date is the Start Date + Duration in hours (or Start Date + Work in hours, if tasks are calculated using Start Date and Work).

NOTE: If you display Duration in days, the number of days will change when you return to a 24-hour day, but Duration in hours remains the same. For example, if you have a task with a Duration of 16 hours and you previously had working hours of 9 AM to 5 PM, Duration in days was 2 days (two 8-hour working days). When you stop enforcing working hours, the Duration is still 16 hours, but only 0.67 days (16 hours out of a 24-hour day).

In this example, working hours of 9 AM to 5 PM were previously enforced. Task Duration was 18 hours: May 4th 9 AM to 5 PM (8 hours), May 5th 9 AM to 5 PM (8 hours), and May 6th 9 AM to 11 AM (2 hours).

  • Start Date and Time: May 4, 2010 at 9 AM
  • Due Date and Time: May 6, 2010 at 11 AM

When working hours are no longer enforced, the Start Date remains the same, but a new Due Date is calculated using the Duration of 18 hours and a 24-hour workday :

  • Start Date and Time: May 4, 2010 at 9 AM (15 hours)
  • Due Date and Time: May 5, 2010 at 3 AM (3 hours)

You can also choose to format the Start and Due Date columns as Date Only instead of Date & Time. In the example above, this would change the Start Date to May 4th and the Due Date to May 5th (without a time).

Return to: Task Master Working Hours Settings

Supported Authentication Providers for Password Reset

Supported Authentication Providers for Password Reset

Password Reset can be configured to add accounts to the following authentication providers:

  • Active Directory Services (Windows)
  • NT Directory Services (Windows)
  • Forms Based Authentication using the following membership provider:
    • SQL Server membership provider

Authentication providers not specifically listed here are not supported with Password Reset.

The Authentication Provider Administrator Account configured in the Authentication Providers settings must have the following minimum permissions to create accounts in Active Directory Services or NT Directory Services:

  • The Create User Objects permission for an organizational unit or the domain is required to create accounts and set some account properties.
  • The Reset Password permission on the User Object is required to set account passwords.
  • The Write All Properties permission on the User Object is required to set remaining account properties.
  • The Write All Properties permission on a Security Group is required to add an account to a group.

NOTE: If the Authentication Provider Administrator Account permissions are not set as described above, Password Reset users will not be able to create and configure all account properties allowed in the web part.

Sometimes we see customers attempt to enter the fully qualified domain name (FQDN) for the Domain field; this should be the NetBIOS (pre-Windows 2000) name of the domain. For example, the Domain field should be the “domain” portion of the account’s logon – “bambooadmin” should enter “bamboo” in the Domain field, not “bamboo.local”.

The SharePoint Administrator Account configured in the Authentication Providers settings is used to add users to SharePoint groups and to modify the SharePoint User Information List (Windows SharePoint Services 3.0 and SharePoint Foundation 2010 only). The SharePoint Administrator Account should be a site collection administrator.

Support Contracts

Support Contracts

Return to My Bamboo

Technical Support, Maintenance Plans and Services

Thank you for choosing our SharePoint enhancement products. We are pleased to provide you with different support plans to meet the needs of your business. All support tickets shall be submitted in the My Bamboo portal or we cannot guarantee timely support.

Our official support business hours are 8 AM to 6 PM ET (GMT -5) Monday through Friday, however we have a team of engineering experts monitoring our help desk system from late Sunday evening through 6pm on Friday, barring holidays. Our highly qualified off-shore staff can answer many support questions and provide escalations to our US-based team when deemed necessary.

SUPPORT PLANS:

NOTE: Bamboo provides free support via My Bamboo during the free 30-day trial period.

Basic Annual Support & Maintenance (included for one year with the initial product purchase and requires annual renewal):

  • Unlimited access to Bamboo’s Knowledge Base, Online Documentation and Product Forums.
  • My Bamboo support for up to 6 support incidents per year.
  • 2 business day initial response time for Severity 1 & 2 issues.
  • One year of free maintenance and service pack update releases.
  • Email support via the My Bamboo ticketing system.

Premium Annual Support & Maintenance (Please refer to each product’s description page for pricing information)

  • Unlimited access to Bamboo’s Knowledge Base, Online Documentation and Product Forums.
  • My Bamboo support for an unlimited number of incidents per year.
  • 4 business hour initial response time for Severity 1 & 2 issues.
  • When required for an issue, Bamboo may use “call-back” telephone support or web meeting tools from 9 AM to 5:30 PM ET (GMT -5).
  • One year free maintenance and service pack update releases, as well as, major version update releases.
  • Invitation to participate in beta release programs.

Bamboo Support includes:

  • Problem isolation and identification as related to Bamboo products.
  • Bamboo error message analysis and resolution.
  • Bug reporting and follow up.
  • General advice on product issues involving usage, implementation, licensing, operation, and functionality (please note that this does not include how to implement products for specific business use-cases, nor does it include step by step assistance with installing the product in a user environment).
  • Up-to-date information on current releases, product compatibility, restrictions, enhancements, workarounds and fixes.

Bamboo Support specifically does NOT include:

  • Installation Support Services for Bamboo products. For more information about available Installation Support Services, please click here.
  • Bamboo Product Training for administrators or end users. For more information about available Bamboo Product Training, please click here.
  • Design and Configuration Services for Bamboo products. For more information about available Design and Configuration Services for Bamboo products, please click here.
  • System/SharePoint administration not related to Bamboo products.
  • Debugging or inspecting non Bamboo products or implementations that contain user-written code
  • Support of Bamboo products on non-standard or inadequate system environments.
  • Technical support for end of life software releases, as defined by Bamboo .
  • Please note that Bamboo’s support staff is trained to work with SharePoint Administrators, Developers and expert power users.

What You Can Expect

The time required to resolve support questions will vary based upon your specific SharePoint implementation. Our promise to you is to begin problem resolution within the response time period of your contract, and that we will make every reasonable attempt to diagnose and resolve issues in a timely manner. Bamboo Solutions does not guarantee a specific resolution time.

Bamboo will classify support issues and prioritize according to your support plan and the following severity levels:

  • Severity One (Urgent): A severity one (1) issue is a production problem which is severely impacting the client’s production SharePoint environment or Bamboo products; systems are down and no procedural work around exists.
  • Severity Two (Important): A severity two (2) issue is a production issue when service is degraded. While time sensitive, the overall business impact is minimal.
  • Severity Three (Medium): A severity three (3) issue is a medium-to-low impact problem in which there are issues in the production or other environments which need to be resolved, but are not time sensitive. This severity may also be applied to questions about functionality.
  • Severity Four (Low): A severity four (4) issue is a general usage question, recommendation or request. There is no impact to production or other environments.

The Support Process

Help us to help you better by using the My Bamboo portal to report issues to our Support Team. Include as much detail as possible when reporting issues, including exact error messages and specific steps to reproduce the issue. Please include screen shots and a current copy of the applicable web.config file if possible.

When you submit a ticket using My Bamboo you will receive an automated acknowledgment via email that may include links to Product Forums, the Knowledge Base and Online Documentation. If you do not receive the email, please check your spam/junk email folder for the message.

  • A Bamboo Support Engineer will attempt to contact you within the time period designated by your support contract and the determined severity of your issue. We may be able to resolve your issue immediately, however, more commonly, we will request that you follow a particular course of action and then attempt to replicate and diagnose the issue.
  • For customers with premium support, your Support Engineer may request to contact you via telephone or web meeting in order to more quickly collect information about the issue.
  • For all customers, your Support Engineer may ask you to temporarily change your Bamboo configuration, SharePoint configuration and/or reinstall your Bamboo product as part of the troubleshooting process.
  • If these steps do not result in a solution, your Support Engineer will escalate the issue to a Senior Support Engineer and then to our Engineering Team, who will again attempt to replicate the problem, diagnose the root cause, and make a recommendation.

Issue Resolution

Once an issue has been registered through My Bamboo, resolution is defined as accomplishing any one of the following:

  • Providing a reasonable solution to the issue
  • Providing a reasonable work-around to the issue
  • Determination by Bamboo that the issue is an enhancement request and forwarding the request to Bamboo Product Management for future consideration
  • Escalation by the Bamboo Support team of the incident/product defect to Bamboo Engineering for review.

See Also:

Suite & Toolkit Product Updates

Suite & Toolkit Product Updates

When you purchase a Bamboo Suite, you are automatically subscribed to e-mail alerts for new product notifications. To manage the product alerts you receive, log in to My Bamboo and click the My Alerts link.

Common_TSL_MyBambooNewProducts.jpgNew products and product versions published in the past 15 days are also identified in the Toolkits, Suites and Libraries page. In the Individual Product Installation Packages section, look for New! next to the product name.

You can also view Release Notes about individual products from the product’s landing page here in the Bamboo Documentation area.

Subscription

Subscription

Return to My Bamboo

You will see two tabs when you click on the tile for Subscriptions.

TechLib.jpgThe Bamboo Technical Library™ (TechLib) can help you achieve better SharePoint solution building results. With Bamboo’s entire set of products for SharePoint 2007, SharePoint 2010, and SharePoint 2013 at your disposal, you can quickly create application prototypes and test working pre-production solutions. All of your subscriptions will appear under this tab. See Tech Lib Subscription for more details.

CloudParts.jpgCloud Parts are functional components that extend your SharePoint environment whether it’s hosted, on-premises, or part of Microsoft® Office 365. More than mere ports of existing software to the cloud, our Cloud Parts have been built from the ground up to take advantage of the best that the cloud has to offer. This tab shows you which Cloud Parts you are subscribed to.

Subscribing to Forums

Subscribing to Forums

Return to Overview of the Configuration Toolpane

There are two ways subscribe to alerts in Community Central forums: 1) by configuring a SharePoint alert or 2) by subscribing to a RSS feed.

Icon-AlertMe Configure a SharePoint alert

To configure a SharePoint alert for a forum so you receive updates anytime a new topic or post is added to the forum:

Step Action Result
1. Go to an individual forum by clicking its name in the Forums Home page or on the forum site page. SetAlert.png
2. In the Forum view, go to List Tools > List.
3. In the Share & Track section of the ribbon, click Alert Me and select Set alert on this list.
4. Configure alert e-mail options and click OK.

To configure a SharePoint alert for an individual forum topic:

Step Action Result
1. Go to an individual forum by clicking its name in the Forums Home page or on the forum site page.
2. Click on a forum topic to select it.
3. In the List Tools > Items ribbon, click Alert Me and select Set alert on this item. Alternatively, select Alert Me in the item drop-down menu. SetListAlert.png
4. Configure alert e-mail options and click OK.

Icon-RSS Subscribe to the RSS feed for a blog

You can subscribe to the RSS feed for a community forum or topic just as you can for any other SharePoint list. Follow the instructions above for creating a SharePoint alert, but click on the RSS Feed button instead of Alert Me. In the RSS Feed page, click Subscribe to this feed.

For information about configuring and viewing RSS feeds using Internet Explorer, see How to use RSS feeds in Internet Explorer 9 on Microsoft.com.

For your convenience, Community Central includes a shortcut to subscribe to the RSS Feed for a forum on the following pages:

SA15_ForumRSSShortcut_2013.png In the forum site list on the Forums Home page, click on the RSS Feed icon next to the forum name to subscribe to that forum.

See also:

Subscribe to a Blog

Subscribe to a Blog

If you would like to subscribe to a blog to be notified about new posts, comments, and other changes to blog content, use one of the following two options:

Icon-AlertMe Configure a SharePoint alert

SA15_AlertBlogs.jpgConfiguring a SharePoint alert allows you to be notified by email when there is a change to blog content.

  • You can configure alerts for multiple blogs.
  • Site Members and Visitors will receive blog alerts after the content has been approved.
  • Site Administrators and Moderators will also receive alerts for blog content having a pending status.

Icon-RSS Subscribe to the RSS feed for a blog

You can subscribe to the RSS feed for a blog just as you can for any other SharePoint list. Follow the instructions above for creating a SharePoint alert, but click on the RSS Feed button instead of Alert Me. In the RSS Feed page, click Subscribe to this feed.

SA15_RSSBlogs.jpg
For information about configuring and viewing RSS feeds using Internet Explorer, see How to use RSS feeds in Internet Explorer 9 on Microsoft.com.

See also:

Subscribe User to Alert

Subscribe User to Alert

The Subscribe User to Alert widget subscribes one or more users to alerts for a specific list or item. This widget provides the same features provided by the SharePoint Set alert on this list and Set alert on this item options.

Widget Properties:

Column Description
Send Alert To (Required)

Enter a user or users to send the alert to, using one of the methods below. The alert will automatically be sent to the email address associated with the user (the email address cannot be customized in the widget).

  • Type a SharePoint or Active Directory display name or account name for the user and click the Check User icon (Icon-Checkmark).
  • Click the Lookup User icon (Icon-UserLookup) to search for a SharePoint or Active Directory user in the User Lookup form.
  • Enter a lookup to user data using the Add Lookup button (Button-AddLookup) in the User Lookup form.
Alert Settings (Required)
  • Alert Type: Select List to create an alert for changes to any item in the list, or Item to create an alert for a specific list item.
    • Select the list or item to alert on:
      • Select Current List or Current Item to create the alert on the list or item the workflow is started on.
      • Select Other List or Other Item to create an alert for a different list or item. Select the site collection, site, and list where you want to create the alert. For item alerts, specify the item you want to alert on by defining filter criteria. You can create alerts on existing lists or items, or on lists or items created during the workflow by using lookups.
  • Alert Settings: Configure the specific alert options for this alert.
    • For list alerts, enter an alert title, select the types of changes to be alerted about, and select an alert frequency.
    • For item alerts, enter an alert title and select an alert frequency.
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.

Example Using Subscribe User Alert

Return to User & Group Management Widgets

See Also:

Rotate Styles

Rotate Styles

Overview of the configuration Tool Pane for List Rotator

The table below shows the descriptions of the available styles using an out-of the box Announcements list as the list being rotated. The View for Rotating view that is rotated looks like this:

OOTB list view.png

Links to videos that show the differences between the available styles are also included in the table. Each video clip rotates the same list at medium speed to the left; the only change is the rotation type.

Available Rotate Styles are:

Style Example
Scroll Scrolls in the direction and at the speed specified. Pauses momentarily before scrolling to the next item. White space between items can be controlled by changing the width or height of the web part. See it in action here.
Smooth Scroll Similar to Scroll but does not pause at each item. White space between items is minimized. See it in action here.
Random

Select this style and then choose between the various Effects including:

  • None. See it in action here.
  • GradientWipe. See it in action here.
  • Pixelate. See it in action here.
  • Dissolved. See it in action here.
Slideshow Slideshow with scroll coming from the Left at Medium Speed with a Custom Style. See it in action here.

Layout Styles

Layout Styles

Overview of the configuration Tool Pane for List Rotator

The table below shows examples of the available styles using an out-of-the-box Announcements list as the list being rotated. The View for Rotating view that will be rotated looks like this:

OOTB list view.png

The available styles are shown below for the third announcement in the list. The width of the web part is not constrained (set to adjust height and width to fit the zone in the Appearance section of the Tool Pane) and the rotate style set to scroll left.

Style Example
Default hw21 default1.png
Basic Table hw21 basic table1.png
Boxed, no labels hw21 boxed no labels.png
Boxed hw21 boxed.png
Newsletter hw21 newsletter.png
Newsletter, no lines hw21 newsletter no lines.png
Shaded hw21 shaded.png
Custom hw21 custom.pngFor information on how this custom view was created, see Create a Custom style for your rotated list.

Style Sheet

Style Sheet

hw27-2010-prefs-stylesheet.jpgIf you can’t find something you like in the pre-defined Chart Skins, you can create your own CSS using the Style Sheet tool. Select Custom Settings and click the Edit button to create a custom style sheet.

Tip: To customize an existing Chart Skin, select the skin first. When you click the Edit button, the settings for that skin are pre-populated in the edit screen.

If you create a custom CSS and then select a new Chart Skin later, your CSS will be overwritten with the new skin.

hw27-2010-customcss.jpg

NOTE: Series colors cannot be defined in the custom Style Sheet. Use the Series Palette option or select custom series colors in the Chart Data Settings.

See also:

Storing Media in a Bamboo File Share Library Overview

Storing Media in a Bamboo File Share Library Overview

Return to Configuration Overview

Besides configuring Video Library to store Files in a Video Library, it can be also be configured to connect to a File Share Library (sold separately). When this option is configured, your media files are stored on the network file share configured in the File Share Library settings.

Links to those files are created in Video Library, and thumbnails images and media file metadata are stored with the links. You can access and manage your media directly in Video Library, but files are stored in an external file system instead of the SharePoint content database.

Use this option when your Video Library will contain a lot of content, or when it needs to support large files.

Configuring Video Library to Connect to a File Share Library

Configuring Video Library to Connect to a File Share Library

Return to Configuration Overview

Select the File Share Library option to store media files in a Bamboo File Share Library (sold separately). By connecting Video Library to an existing File Share Library, your media files are stored on the network file share configured in the File Share Library settings. Links to those files are created in Video Library, and thumbnails images and media file metadata are stored with the links. You can access and manage your media directly in Video Library, but files are stored in an external file system instead of the SharePoint content database.

Use this option when your Video Library will contain a lot of content or when it needs to support large files.

HW69_2010_StorageSettings-FSL-configured.jpgFor important details about configuring the File Share Library storage option, including more information about configuring required settings and instructions to enable large file support, see Storing Media in a Bamboo File Share Library. This page also discusses how File Share Library and Video Library work together, best practices for using this storage option, and limitations you need to be aware of.

Icon-Warning Read Storing Media in a Bamboo File Share Library before configuring a connection to a File Share Library.

NOTE: You must have Video Library R2.0 or higher and File Share Library R2.0 or higher to connect Video Library to a File Share Library.

When you select the File Share Library option, you also need to configure the following settings:

Step Action Result
1.

Select a Bamboo File Share Library:

  • Enter the URL for the site that contains the Bamboo File Share Library you want to connect to, and then click the Load Libraries button. You can enter the site path as a relative URL (./ or /site) or an absolute URL (http://server/site). The site that contains Cross List must be in the same site collection as the Video Library.
HW69_2010_StorageSettings-FSL-configured.jpg
When you click the Load Libraries button, available File Share Libraries in that site are populated in the Select a Bamboo File Share Library drop-down list. Select the library you want to connect to.
2. Enter an IIS virtual directory path that serves content from the network file share configured in File Share Library. HW69_2010_StorageSettings-FSL-select.jpgTo view content from a File Share Library in Video Library, you must enter an IIS virtual directory path. This path serves content from the network file share configured in File Share Library. Configure the virtual directory in IIS, and then enter it in the IIS virtual directory path box.
3.

Click the Test Path button to test the IIS virtual directory path you configured. Enter the path to a video file in the IIS virtual directory (the file must already exist), and click Play. If the video plays, your IIS virtual directory is configured properly.

Click OK to return to the Video Library Settings page.

4. Review the rest of your Video Library settings, and then click OK. You will be warned that any existing files in your Video Library will be deleted. Click OK to confirm. HW69_2010_StorageSettings-FSL-Warning.jpg
The contents of the File Share Library will be synchronized to the Video Library. This process may take a few minutes to complete. While it is running, the Video Library page will display an informational message. When the process is complete, you can start using Video Library to play and manage media files.

HW69_2010_StorageSettings-FSL-importmsg.jpg

Stopping and Starting the World Wide Web Publishing Service

Stopping and Starting the World Wide Web Publishing Service

This topic applies to all Bamboo products using WSS 3.0, MOSS 2007, SharePoint Foundation 2010, and/or SharePoint Server 2010. Below you will find information on the following procedures:

IIS and W3SVC Defined

  • Microsoft Internet Information Services (IIS) is a web server providing a management platform for developing and hosting Web applications and services.
  • The World Wide Web Publishing Service (W3SVC) manages the HTTP protocol and HTTP performance counters for Internet Information Services (IIS).

Either of these may need to be stopped or restarted during installation or upgrade of Bamboo Solutions products for system changes to take effect. Bamboo product installation’s Best Practices is to stop the World Wide Web Publishing Service during product installation.

Exception: On SharePoint 2010, when a web application is configured to use Claims Based Authentication, and the checkbox to Automatically Activate Features is checked in the Bamboo installer, and the World Wide Web Publishing Service (W3SVC) is stopped during the installation, the installation will fail because the features cannot be automatically activated. This is true whether Forms Based Authentication (FBA) or Windows Authentication is in use.

For more information, see: KB.12732 – HOWTO: SharePoint 2010 Solution Deployment when Claim Based Authentication is Configured (rewrite in DF)

Stopping and Starting the World Wide Web Publishing Service

When a Bamboo product is installed, system checks are performed to make sure the SharePoint server is ready for the installation to proceed. One of those checks is to confirm that the World Wide Web Publishing Service is stopped. If it is not stopped, the Bamboo product installer will display a warning. Installation may proceed without stopping the World Wide Publishing Service; however, Bamboo recommends that the World Wide Web Publishing Service be stopped to ensure that system files that need to be updated during installation are not locked. If you do not stop the service as recommended, installation may fail.

To stop and start the World Wide Web Publishing Service from the command line in your server console:

 sc stop w3svc 
 sc start w3svc 
 sc query w3svc (shows you the service status)

To stop and start the World Wide Web Publishing Service from the Control Panel:

  1. Go to Start > All Programs > Administrative Tools > Services.
  2. In the services list, right-click World Wide Web Publishing Service, and then click Stop (to stop the service) or Start (to start it after it has been stopped), or Restart (to restart the service when it is running).

Restarting IIS

After product installation, it may be necessary to restart IIS for all changes to take effect.

To restart IIS, type the following command at the command line:

iisreset /noforce

Additional installation troubleshooting steps can be found in Bamboo product installation Best Practices.

When a Workflow Stops

When a Workflow Stops

Stop Workflow is the default error-handling option for all widgets. If an error occurs, the entire workflow will stop running, and its final status will be Canceled. A notification is sent to the list of people defined in the Workflow Error Reporting settings.

sa08_WF-Errored.jpg

Remember that Workflow Conductor lets you define who gets notified when a workflow error occurs. By default, the workflow initiator gets an e-mail with the details of the error. You can also notify the workflow designer or any user, Active Directory group, or e-mail address. For more information, see the Workflow Error Handling section.

SA08_2010CPGeneralSettingsErrorReporting.jpg

See Also:

Conditional Branching Workflow Example Process Steps

Conditional Branching Workflow Example Process Steps

This workflow will use four widgets.

  1. Request Approval (used twice in this example)
  2. Conditional Branch
  3. Update Item
  4. End Workflow

NOTE: After configuring each widget, make sure to click the Apply button at the bottom of the Widget Properties tab to save its settings.

Widget Action Result
Request Approval Widget

Since all expense reports have to be approved first by a manager, start by dragging a Request Approval widget to the Studio diagram. For the purposes of this scenario, the following properties are important:

  • The Approvers property is a lookup to the “Manager” field in the Expense Reports library, which gets populated by the InfoPath form.

  • The Allow Request Change property is set to Yes. If you’ve ever had an expense report rejected for something trivial, you know how frustrating it can be to have to start the whole process all over again. Allow Request Change lets the approver assign a new task for someone else to complete first, such as having the employee add that missing name to a meal expense. When that task is completed, the approver is notified and can pick up where he left off.

  • Some basic information about the expense report is provided in the Task Name and Task Description properties. Since the approving manager needs a basic idea of what he is approving, several lookups to actual expense report data have been included in these properties.

RequestAppr.jpg

Approvers.jpg

TIP: Copy & Paste Widgets
You can copy and paste the original Request Approval widget. Conductor will copy the widget properties too, so this will save you some configuration time. Right-click the widget and choose Copy, then right-click inside the Conditional Branch widget’s True branch and choose Paste. All the properties of the Request Approval widget are copied, including any widgets inside it, so be sure to delete the extra Conditional Branch widget by right-clicking on it and choosing Delete.

The Request Approval widget is highly customizable. You can read about each property in detail in the Request Approval Widget topic.
Learn more about Workflow Conductor Lookups, References, and Variables.

Conditional Branch Widget

You can force the workflow to check if an expense report needs additional approval using the Conditional Branch widget.Branch.jpg Total.jpg

  • Drag a Conditional Branch widget inside the Approved branch of the Request Approval widget.
  • To set the dollar amount condition required by this scenario, click the Icon-Ellipsis next to the Condition property to display the Condition Builder, and configure it as shown here. With this condition, anything over $1,000 will follow the True branch, and anything $1,000 or less will follow the False branch.

Learn more about Conditional Branch Widget.

Update Item Widget

Lookup.jpgBecause employees want to see the status of the expense report, use Update Item. Workflow Conductor has two other widgets that perform a similar function: Update Item and Set Field Value. Either will work here, but this example is a little faster to configure if the field you want to update already has possible values in a Choice field. It will be used extensively within the workflow to give employees the updates they may need.

TIP: Name That Widget
Schematic.jpgAs you get deeper into designing your workflow, you can make it easier to follow by renaming widgets, starting with the Update Items.

Click on each one and change the Display Name property to something a little more descriptive, like the actual status name. (Don’t forget to click Apply!)

You’ll see that the widget names now reflect whatever you name it. Do the same with the Request Approval widgets and the Conditional Branch widget, and your workflow will be simpler to follow.

Request Approval Widget (second pass)

You already have a Request Approval widget for manager approval. To set another approval, drop a new Request Approval widget inside the True branch of the Conditional Branch widget (remember, True matches anything more than $1,000). Configure it the same way as the original widget, but this time use a lookup to the “VP” field in the Approvers property.

Tip: You can also copy and paste the original Request Approval widget. Conductor will copy the widget properties too, so this will save you some configuration time.
Right-click the widget and choose Copy.
Right-click inside the Conditional Branch widget’s True branch and choose Paste.
All the properties of the Request Approval widget are copied, including any widgets inside it, so be sure to delete the extra Conditional Branch widget by right-clicking on it and choosing Delete.

End Workflow Widget If an expense report gets rejected by the manager, the workflow simply updates the status and ends, since the workflow would follow the Rejected path of the first Request Approval widget and there are no widgets after it.

However, if an expense report is over $1,000 and gets rejected by a VP, the workflow as it is currently configured would update the “Approval Status” column to Approved when it exits the Request Approval and Conditional Branch widgets.
To prevent this from happening, drag an End Workflow widget to the Rejected branch of the second Request Approval widget.
Now the workflow ends in case of a VP rejection.
Logic.jpg

Workflow Process Steps

Conditional Branching Workflow Example Process Steps

Conditional Branching Workflow Example Process Steps

Step Action
1. Create a Forms Library called Expense Reports, with an InfoPath expense report form published to it. You can use the sample InfoPath Expense Report form, with some minor modifications as described next.
2. Add fields to your InfoPath form for the Employee, Manager, and VP account names.
3. Publish these fields, and the expense report Total field, to your Expense Reports library. (For some tips on making these fields lookups to the SharePoint User Information List, see How Does It Work?
4.

Add a new Choice field in the Expense Reports library called Approval Status, with five choices:

  • Waiting for Manager Approval
  • Waiting for VP Approval
  • Approved
  • Rejected by Manager
  • Rejected by VP
5. Save a completed expense report form to the Expense Reports library.

Workflow Process Steps

Conditional Branching Workflow Example Process Steps

Conditional Branching Workflow Example Process Steps

Step Action Result
1. Go to Publish > Deploy in the Conductor Studio menu, give your workflow a name and an optional description, and click Save. Your workflow gets deployed and is now available in your Expense Reports library.
For reference, here is what your completed workflow will look like:
LgScreenShot.jpg

Workflow Process Steps

Conditional Branching Workflow Example Process Steps

Conditional Branching Workflow Example Process Steps

You can always start a workflow manually by choosing the Workflows option in an item drop-down menu, and you’ll probably do this when testing workflows.

If you want to make it simple on your employees, you could also kick the workflow off automatically whenever a new expense report is created:

  1. In the Expense Reports library, go to Settings > Form Library Settings.
  2. In the Permissions and Management section, click the Workflow settings link.
  3. In the Change Workflow Settings page, click the name of the workflow you deployed.
  4. In the Change a Workflow page, check the box in the Start Options section to Start this workflow when a new item is created, and click OK.

However you choose to start it, here’s what will happen when the workflow runs:

Step Action Result
1. The workflow starts by setting the “Approval Status” column to Waiting for Manager Approval. Wait4MgrAppr.jpg
2. An approval task is created for the manager the employee chose in the InfoPath form, and the manager receives a task notification e-mail with a link to the InfoPath expense report form and a link to complete the task. Submit.jpg
Edit.jpg
3.

The manager has the option to Approve or Reject the task, or can create a new task for someone else using the Request Change button.

Learn more about the Request Change Workflow Option.

If the manager rejects the expenses, the “Approval Status” is updated to Rejected by Manager, the employee is notified, and the workflow ends.
WFC.jpg

MgrRej.jpg

4. If the expense report is over $1,000 and the manager approved the expense report, the “Approval Status” is updated to Waiting for VP Approval and the VP name which the employee entered in the InfoPath form is assigned an approval task. RequestAppr.jpg
Approved.jpg
5. The VP has the same options the manager had to Approve, Reject, or Request Change. Rejected.jpg
If the VP rejects the expense report, the “Approval Status” is updated to Rejected by VP, the workflow ends, and the employee is notified.

Workflow Process Steps

Start and stop SharePoint 2010 Timer Service

Start and stop SharePoint 2010 Timer Service

To stop and restart the SharePoint 2010 Timer service for Community Central:

Step Action Description
1. Navigate to Start > Administrative Tools > Services. SA15_TrblshootTimerJobs7.jpg
2. Select the SharePoint 2010 Timer service.
3.

Stop and restart the timer using the options at the top, left of the window or by right-clicking on SharePoint 2010 Timer.

Check the timer job(s) again to make sure they are running and that the community, blog, and forum sites display current data.

Start Date and Work

Start Date and Work

Return to Task Assignments

hw45-2010-assignedto.jpgAssign tasks using Start Date and Work if you know how much work is required to complete the task and when your resource can start working on the task. You can only use this option if the task is assigned to a resource in the Assigned To column.

You have two other options:

These options give you more flexibility when assigning tasks and building schedules. They are located in the tool pane under Dependency Settings.

Use Case

Richard has a task for Ashley. She can start the task on October 4, 2012, but can only work on the task half of the time because she has been assigned to another project as well. Ashley estimates that the task will take her 34 hours to complete.

  • Richard needs to create the task using a Start Date of 10/4/2012 at 8:00 AM
  • He sets the amount of Work 34 hours
  • The Assignment Units will be 50%.

In the tool pane under Working Hours Setting, Richard selects the Enforce these working hours option, chooses work hours as 8:00 AM to 5:00 PM and selects Exclude lunch time. He also excludes weekends from task scheduling.
hw45-2010-workhours8-5excludelunch.jpg

Under Dependency Settings, Richard selects the Using Start Date and Work option and the Increase or decrease duration so task ends sooner or later but requires the same total work option.
hw45-2010-taskassign-3.jpg

Richard creates the task as shown below and then clicks Recalculate from the Task Master toolbar.

hw45R35-2010-taskassign-4.jpg

Task Master uses the specified Start Date and Work and updates the task to have a Due Date of 10/16/2012 at 12:00 PM.

Return to: Task Master Task Assignments

Task Master Start Date and Duration

Task Master Start Date and Duration

Return to Task Assignments

Use Start Date and Duration to assign tasks if you know the length of time that it will take to complete the task and when the task can start. You have two other options:

These options give you more flexibility when assigning tasks and building schedules. They are located in the tool pane under Dependency Settings. When you assign tasks based on Start Date and Duration, Work, Assignment Units and Due Date are calculated based on the Duration units.

Use Case

Richard has a task he knows will take about 10 days and will begin on October 4, 2012. He wants to enter the Start Date as 10/4/2012 at 8:00 AM and the Duration as 10 days. He does not want to have to look at his calendar and count out the days in order to determine what the task’s end date will be.

  • In the tool pane under Working Hours Setting, Richard selects the Enforce these working hours option
  • He chooses his work hours as 8:00 AM to 5:00 PM and selects Exclude lunch time
  • He also Excludes weekends from task scheduling
    hw45-2010-workhours8-5excludelunch.jpg

Under Dependency Settings, Richard selects the Using Start Date and Duration option and the Increase or decrease the total work because the task requires less or more work hours. Keep duration constant. option.

hw45-2010-taskassign-5.jpg

Richard creates the task as shown below and then clicks Recalculate on the Task Master toolbar.
hw45R35-2010-taskassign-7.jpg

Task Master uses the specified Start Date and Duration and updates the task to have a Due Date of 10/17/2012 at 5:00 PM.

Return to Task Master Task Assignments

Configure Task Assignments Based on Start & Due Dates

Configure Task Assignments Based on Start & Due Dates

Return to Task Assignments

Why use this option? Use Start Date and Due Date to assign a task when you know when the task will start and when it will finish. You have two other options; see also:

Start Date and Due Date is the default option for assigning tasks. The new Assignment Units allows you to assign multiple resources to a task. You can enter a percentage of time that one or more resources are assigned to the task. In this case, two resources are assigned at 50%.

Use Case

  • Richard Kimble, a project manager, has a task for team members JeffDesign and QA One.
  • JeffDesign and QA One can start the task on October 4, 2012, and finish it on October 6, 2012.
  • JeffDesign and QA One are both able to work on the task 50% of the time.
  • Richard needs to create the task using a Start Date of 10/4/2012 at 8:00 AM and a Due Date of 10/6/2012 at 5:00 PM with Assignments Units of 50% for both JeffDesign and QA One.

In the tool pane under the Working Hours Setting, Richard selects the Enforce these working hours option, chooses his work hours as 8:00 AM to 5:00 PM and selects Exclude lunch time. He also excludes weekends from task scheduling.
hw45-2010-workhours8-5excludelunch.jpg

Under Dependency Settings, Richard selects the Default using Start Date and Due Date option and the Increase or decrease duration so task ends sooner or later but requires the same total work option.

hw45-2010-taskassign-8.jpg

Richard creates the task as shown below and then clicks Recalculate from the Task Master toolbar.
Work.jpg

Task Master updates the task to use the specified Start and Due Dates of 10/4/2012 and 10/6/2012.

Return to Task Master Task Assignments

Start Another Workflow Widget

Start Another Workflow Widget

The Start Another Workflow widget starts another workflow from within the current workflow. The new workflow runs independently of the current workflow. Start Another Workflow provides the ability to design more complex workflows using reusable modules.

NOTE: The current workflow continues with the next widget as soon as the new workflow is started. The current workflow is not paused.

Widget Properties:

Column Description
Workflow Name (Required)

Click the Icon-Ellipsis button to select a workflow:

  • Select workflow location:
    • Select Current Item (the default) to start a workflow associated to the current list on the current item.
    • To start a workflow on another item in the current list or on an item in another list, select External List and make the desired selections in the Site Collection, Site, and List boxes. To identify the item in the list that you want to start the workflow on, choose Select Item in the Item box and enter match criteria in the Where and Equal boxes. If more than one item is matched, the workflow is started on the first item returned.
  • Select Workflow: Select a workflow from the list of workflows associated to the list you selected above. If the selected workflow is configured with a workflow initialization form, you are prompted to provide values for the form fields to pass to the workflow (see an example here). The values can be typed in the property box, or you can add a lookup using the Add Lookup icon (Button-AddLookup).

NOTE: Start Another Workflow cannot start site workflows. It can only start workflows currently associated to a list.

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 General Widget Properties.
Click Apply to save the widget settings.

Example of Start Another Workflow

Return to Workflow Logic Widgets List

See Also:

Use a SQL Server Table or View as the Data-Viewer Data Source

Use a SQL Server Table or View as the Data-Viewer Data Source

Configuration Infographic Overview of Configuration Screens

SQLServer.jpgThe Data-Viewer Web Part can connect to Microsoft SQL Server 2005 or SQL Server 2008.

To select and configure a SQL Server data source, follow these steps:

Action Result
1.

Click the SQL Server Table or View button under Data Source Settings > Data Source Type in the navigation tool pane.

SQL left.png

NOTE: You will only be able to select this button if SQL Server Table or View is selected as the Data Source Type. Otherwise, this button will be disabled/grayed.

The SQL Server Table or View screen will be displayed and allows you to scroll through the configuration options associated with that type of data source.

SQL top.png
2.

SQL top with data.pngEnter the Server Name for the SQL Server. Then choose an Authentication Method. Options are:

  • Current Login Account This is an appropriate selection if the current login account will have access always.

NOTE: The current login is the user visiting the page where the Data-Viewer resides. That is why no username and password is entered when you choose this option.

  • Custom Login Account. This is the appropriate selection if the SQL Server is remote, which is generally the case if you are running SharePoint 2010 or SharePoint 2013. If you choose this option, specify either a SQL Server Account or a Windows Account. Enter the Domain, Account Name, and Password. When ready, click Load Databases. If the connection is successful, the available databases will be listed in the Select a SQL Server database drop down.

Icon-WarningIMPORTANT: In order to use Windows Authentication, you must have enabled Windows Authentication as the Authentication Mode in SQL Server.

3. Select the desired database from the Select a SQL Server database selection list. The tables and views available in that database will be loaded into the Select a Table or View to Display list.
4. Select the desired table or view from the SQL Server table or view drop down. The columns included in the table or view will be loaded so you can choose which to include in the display.
5. Configure the Data Display Options.

Configuration Infographic Overview of Configuration Screens

SQL View

SQL View

SQLView.png
Using SQL View, you can quickly generate a SQL Statement or database view for SharePoint list data to use with popular reporting applications, such as Microsoft® Access or Crystal® Reports.

Highlights Release Notes Complementary Products

Install

Permissions

License

Permissions

ServerAdmin ServerAdmin

Configure

Permissions

Work With

Permissions

SiteAdmin User-1
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Specify who can Design Workflows in Conductor Studio

Specify who can Design Workflows in Conductor Studio

sa08_2010CPWorkflowDesigners.jpgTo specify who can design workflows in Conductor Studio, go to Central Administration > Workflow Conductor, and then click Workflow Designers. By default, any user with the SharePoint permission Design on the site and the list may also use Conductor Studio.

To restrict who can design workflows in Conductor Studio, select the option Only the following users and groups and key in a list of SharePoint users and/or groups. Only these users will be able to start Conductor Studio.

NOTE: All workflow designers must have at least the SharePoint permission of Design set for the site and the list where Conductor Studio is started. Any user with Design permission will see the Create or Edit Workflows option in lists and libraries, but only designers listed in the Workflow Designers list will be able to start Conductor Studio.

Special Effects for World Clock and Weather

Special Effects for World Clock and Weather

Return to Configuration Overview

World Clock and Weather has two special effects that you can select: Rain or Snow.

Step Action Result
1. You can customize the density of the effect using the scroll bar.

HW17_SpecialEffectsWPP.jpg

NOTE: Enabling these effects will consume additional CPU resources on the client machine.

2. You can also display a holiday greeting message by entering text in the Show holiday message box. The message will scroll once across the Web Part after the page is loaded. HW17_HolidayMessage.jpg

Sort SharePoint alerts in Alerts Administrator

Sort SharePoint alerts in Alerts Administrator

Overview of Alerts Administrator display
Step Action Result
1. From the Alerts Administrator console click
the header of the column you want to sort
Alerts_Admin_click_to_sort.png
With the first click the column will be sorted in ascending order.
Alerts_Admin_Sort_Asc.png
2. Click the column header a second time to change to sort from ascending to descending orderAlerts_Admin_click_to_sort_desc.png Alerts_Admin_Sort_Desc.png
3. Click the column header a third time to turn off sorting Alerts items will return to the default sort order

Sorting Search Results with Column Headers as Sort Values

Sorting Search Results with Column Headers as Sort Values

Return to Working With Search Results

The default sort order is set in the Search Results Configuration.
If the configuration option to Enable filtering from column headers is checked, you will be able to change the sort order of the search results.

Icon-WarningIMPORTANT: As with SharePoint List Views, some column types (i.e., Multiple Lines of Text) cannot be sorted or filtered.

There are two ways to sort:

  • Click the column header of a displayed column to sort the results by that column. Clicking the same column a second time reverses the sort order.click header to srot.jpg
  • Hover over the column header with your cursor to access a menu. Choose to sort in ascending or descending order from this menu. This is similar to the method used to filter a SharePoint list view.

    HW11a_2013_Sort1.jpg
    Search results are sorted by the selected column.

    HW11a_2013_Sort2.jpg

Sort SharePoint alerts in My Alerts Organizer

Sort SharePoint alerts in My Alerts Organizer

Overview of My Alerts Organizer display
Step Action Result
1. Use the site tree to navigate to the site containing the alerts you want to delete
My Alerts Organizer site tree
The contents of the My Alerts Organizer will change to show alerts associated with the selected site
2. From the My Alerts Organizer display page click the header of the column you want to sort
Image of the column header in My Alerts organizer
With the first click the column will be sorted in ascending order.
Sort ascending
2. Click the column header a second time to change to sort from ascending to descending orderClick column header to change sort order Sort descending
3. Click the column header a third time to turn off sorting Alerts items will return to the default sort order