Delete an alert

To delete an alert, move your cursor over the alert Title, click the item drop-down arrow, and select Delete Item. The alert will be deleted.

Disable you alert before deleting it. This will ensure that any custom timer jobs and event handlers are removed before the alert is deleted.

Create a new alert

Overview of the Alert Plus Web Part

Go to the page in your Portal, where the Alert Plus Web Part exists. If it hasn’t been added to a page yet, see How to add a web part to a SharePoint wiki page.

It is not necessary to add an Alert Plus web part to a page in each site. Because you specify the URL for the site where the alert items reside, you can consolidate your alerts in one web part on a single page in your site collection.

To create a new alert, follow these steps:

Step	Action
1.	From the Alert Plus toolbar, click New Item.
2.	Give the new alert a title. You won’t be able to save the alert without a title.
3.	The new alert will have a Status of Enable by default. If you don’t want this alert to run right away, choose Disable.
4.	On the Event Tab, identify the source for the alert. The source can be a SharePoint list or library or a Bamboo List Rollup. For details, see Configure the Alert Plus Event Tab.
5.	On the Recipient Tab, identify who will receive the alert. For details, see Configure the Alert Plus Recipient Tab for more information. .
6.	On the Mail Format Tab, configure the Subject and Body of the email message that will be sent when an item meets the criteria for the alert. For details, see Configure the Alert Plus Mail Format Tab.

Copy an alert

Sometimes the easiest way to create a new alert is to copy an existing one and make any required changes.

To create a copy of an existing alert, move your cursor over the alert Title, click the item drop-down arrow, and select Copy Item.

A copy of the existing alert—including its entire configuration—is created and added to the list of alerts. The Title column of the new alert will be prefixed with “Copy of” and can be changed by editing the alert.

Important: The new alert job will be disabled by default, even if the original alert was enabled. This prevents duplicate alerts from being sent out before you have a chance to edit the alert configuration. To enable the new alert, edit the alert and change the Status field in the Event tab to Enable.

How to Configure the Alert Plus Subscriber Web Part

The Alert Plus Subscriber Web Part displays the alerts the current user is subscribed to for the SharePoint site. You are subscribed to an alert if your account, e-mail address, or a SharePoint group you belong to is configured as a recipient for any alert in the site.

For information about using the Alert Plus Subscriber Web Part, see the section Using the Alert Plus Subscriber Web Part.

To configure the Alert Plus Subscriber Web Part:

Step	Action	Result
1.	Add the Alert Plus Subscriber Web Part to a SharePoint page using the instructions in the topic Add a Web Part to a Web Part Page.
2.	As a user with permission to add and customize pages, select Edit Web Part from the menu in the upper right corner of the Web Part.
3.	The tool pane for the Alert Plus Subscriber Web Part is displayed on the right side of the screen. You can configure the following properties unique to this Web Part: Language: Select a language from the drop-down menu to translate the Web Part user interface and tool pane settings. You can also create your own translation file or modify the default files available in the drop-down menu.
4.	Save your configuration settings by clicking Apply and then OK.

Complementary Products for Alert Plus

You will find many of our products complement each other quite nicely saving you the time and trouble to write custom code. With Bamboo at the heart of your SharePoint investment, you gain access to a huge catalog of enhancements, components, and accessories that add the critical functionality your business requires.

The same components can be easily used in future applications and they all come from a single, trusted vendor, ensuring an easy purchase process and support you can count on. That’s the Bamboo Way!

With List Rollup, you can aggregate items from various SharePoint lists across your portal and use the combined list as the source for an Alert Plus alert. For example, rollup all the active tasks across the portal and use the aggregated list as the source for an alert that sends an email message to the task assignee when a task is overdue. This eliminates the need to set up an alert for each list. If the rollup is configured for auto-discovery, the alert will be associated for all future tasks lists as well!		Use Alert Plus with Workflow Conductor to minimize the complexity of the workflow. For example, if you want a workflow to start when a specific column of a list changes to a certain value, use an alert to trigger the workflow rather than putting the start logic in the workflow. Because the workflow need not start every time the item changes, it will minimize the number of times a workflow will run as well as minimize the complexity of the workflow.
List Rollup		Workflow Conductor

Register today for our Workplace Collaboration Webinar and see several Bamboo products in action!

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Combine Alerts into a Summary Alert

When you configure an alert that sends a notification immediately, receiving one message per item is usually the expected outcome. However, when you schedule an alert to be sent once per hour, once per day, once per week, once per month, or on a custom schedule, you usually want just one email containing information about all the items that met the alert criteria during the timeframe. For example, if you have three tasks coming due in four days, you may want information about all three tasks in one email message rather than receiving three separate emails.

Follow these simple steps to configure an alert that combines information from multiple alert items into one message:

Step	Action
1.	On the Event Tab, specify the frequency of the alert.
2.	Check the Combine multiple alerts into summary notification.
3.	On the Mail Format Tab, configure the mail message. Consider these tips when formatting your message: The Subject line appears only once in the message, so don’t include any tokens there unless the value displayed will be the same for all items included in the message. By default, the Body will be repeated for each alert item that meets the alert criteria during the timeframe, so include something that will visually separate one item from the next. Consider the two Summary Alert examples below: 1. This format… Generates an email that looks like this. 2. This format… …generates an email message like this:
4.	In Alert Plus 4.0 and later versions, you can break email content into separate sections for header, body, and footer. To do this, simply add the email content in the desired layout, then use the HTML editor button a the bottom of the message window. Add the flowing tags to break the email into the desired sections. IMPORTANT: The tags described below are case sensitive. If you do not use the correct case in the header and footer tag, the content located inside these tags will be repeated rather than appearing just once. Add “`<#Header>`” to mark the beginning of the header section, and “`</#Header>`” to mark the end of the section. Any content located inside these brackets will appear at the beginning of the alert, and will not be repeated for each item. Add “`<#Body>`” to mark the beginning of the body section, and “`</#Body>`” to mark the end of the section. Any content located inside these brackets will appear in the middle of the alert, and will be repeated for each item in the summary. Add “`<#Footer>`” to mark the beginning of the footer section, and “`</#Footer>`” to mark the end of the section. Any content located inside these brackets will appear at the end of the alert, and will not be repeated for each item. The header, body, and footer tags can also be used to break up other HTML content to handle activities such as creating a single table that contains multiple alert items. For this example, simply place the `<table>` tag in the header section, the `<tr> and <td>` tags in the body, and the `</table>` tag in the footer.

Choosing which farm servers to license

Bamboo products are deployed to all servers in the farm running the Microsoft SharePoint Foundation Web Application service (or Windows SharePoint Services Web Application in WSSv3/MOSS), which may include servers that do not serve Web content. For most products, only servers that serve Web content need a license key (Alert Plus is an exception), but all servers that run the Microsoft SharePoint Foundation Web Application service will appear on the Web License Manager Status and Activation pages by default.

If you would like to see only certain servers displayed in the Web License Manager, follow these steps:

Step	Action
1.	Click the Choose License Server(s) link on the Bamboo Web License Manager main page.
2.	Although this step is optional, it makes it easier for SharePoint Administrators to see which servers in the farm need a license key, if not all do. On the page displaying the list of servers, check the box for each server functioning as a Web Front End (WFE). Some products, such as Alert Plus or List Rollup, may include optional features that require licensing of a SharePoint application server as well. If so, these servers can also be selected.

Step

Action

Click the Choose License Server(s) link on the Bamboo Web License Manager main page.

Although this step is optional, it makes it easier for SharePoint Administrators to see which servers in the farm need a license key, if not all do.

On the page displaying the list of servers, check the box for each server functioning as a Web Front End (WFE).

Some products, such as Alert Plus or List Rollup, may include optional features that require licensing of a SharePoint application server as well. If so, these servers can also be selected.

WLM-choosing license servers2.jpg

Can trials be extended?

Overview of Licensing and and Product Activation

Once you have installed a Bamboo product on your farm and the trial period has passed, you cannot install a second trial. Instead, you need to extend the original trial period. Contact your Bamboo Sales Account Manager (Sales@bamboosolutions.com) for a trial extension.

CAML Criteria Builder

Overview of Alert Plus Event Tab

When configuring the Event tab in Alert Plus, you have a choice regarding which items in the List will generate an alert for you. That choice gives you a variety of options to choose:

Everything in the list generates an alert
Items in a particular view will generate an alert
Some Items (Advanced) allows you full control over the set of items in the Alert List that generate alerts. In order to specify which items to alert on, you will build a CAML Query that will be used to filter the list.

The easiest way to build a CAML Query is to use the Criteria Builder Tool on the Alert Plus Event tab. This tool provides a simple user interface to construct filter criteria and save it to the CAML Query field. This filtering capability allows you to specifically target your alert on items with specific List field values. Once you get familiar with it, the CAML Query builder is fairly simple and straightforward. The Criteria Builder resides at the bottom of the page. You simply pick the criteria based on content in a field.

As an example, consider an alert sent when the Author field is equal Mark Twain:

Step	Action	Result
1.	Choose from a drop down list of all the columns in the list; in our case, we selected Author	Some content may not be labeled in identical ways; some may enter “Twain, Mark” or some may use “Mark Twain” so in this instance, we prefer to use the comparison “Contains” and eliminate extraneous values so that the query finds anything in the author column that contains “Twain”.
2.	Choose the Comparison operation.
3.	Type in the Value; in this example, Mark Twain.
But we want to set an alert on multiple values; for example, whenever a document contains one value or another.
4.	In our example, we want to pick on the Author column again, but in this instance choose Twain or Dickens.	When selecting the Or option, a second level on the Criteria Builder becomes available so we can further define our selection criteria.
5.	Once we have built our criteria, we use the button at the bottom of the web part to copy our criteria into the CAML Query box.	When you look closely at that string inside the CAML Query box, you can make out some of the choices we made in the criteria builder. Notice the statement is referencing the Author column, the value is Text and the words that we typed into the Value box are spelled out “Twain” “Dickens.”

The above example is a very simple way of explaining the Alert Plus Criteria Builder. Developers and power users can become very proficient in writing CAML Queries and Bamboo provides this option to give you quite a lot of control over setting alert criteria.

Also see Additional Tips for using the CAML Criteria Builder

Before you Migrate from SharePoint 2007 to SharePoint 2010 Read This

Overview

Microsoft recommends that you use one of two basic approaches when you upgrade from SharePoint 2007 to SharePoint 2010:

In-place upgrade. An in-place upgrade is used to upgrade all Microsoft SharePoint sites on the same hardware. See How to Migrate a Bamboo Web Part from SharePoint 2007 to SharePoint 2010 using the In-Place Upgrade Method for details.
Database attach upgrade. A database attach upgrade enables you to move your content to a new farm or new hardware. See How to Migrate a Bamboo Web Part from SharePoint 2007 to SharePoint 2010 using the Database Attach Upgrade Method for details.

You can also combine these two types of upgrade in hybrid approaches that reduce downtime during an upgrade. For more information about these approaches, see Determine upgrade approach (SharePoint Server 2010) from Microsoft TechNet.

General Migration Restrictions for Bamboo Products

Regardless of the upgrade method you choose, you MUST change existing SharePoint sites to use the new user SharePoint 2010 experience. If you don’t, some features of your Bamboo products will not work as expected.
You need to make sure that you are running the latest available Bamboo product release in your SP2007 environment before migrating. Review information specific to the product(s) you are migrating to learn the minimum product release to migrate. See Bamboo product releases that are supported for migration from SharePoint 2007 to SharePoint 2010 for details.
Bamboo Solutions does not support the migration of Bamboo products deployed on WSSv2/SharePoint 2003 environments to SharePoint 2010 farms.
Bamboo Solutions does not support the downgrade of SharePoint editions when migrating from SharePoint 2007 to SharePoint 2010. For example, Bamboo products are not supported when migrating from MOSS 2007 to SharePoint Foundation 2010.

Migration Restrictions for Specific Bamboo Products

Before following the instructions for the method you choose, review information specific to the product(s) you are migrating. The In-Place Upgrade method is sometimes easier, but it takes longer. Some Bamboo products do not support the In-Place upgrade method and we recommend a hybrid In-Place Upgrade method as an alternative.

Before you uninstall

IMPORTANT: Before you uninstall a Bamboo product, make sure that it is no longer in use on any site in your farm. If a web part resides on a page and you uninstall the web part, an error will be displayed for users that visit that page. The uninstall process does not update individual pages in your SharePoint portal.

Also, if you uninstall Workflow Conductor (WFC) and some workflows built with WFC are still active, those workflows will fail.

You have several choices for how to uninstall your Bamboo product:

Option	Comment
Use the Updated Uninstall Process for Bamboo components	Based on feedback from our customers, Bamboo introduced updated install/uninstall processes for component products (web parts). Instead of the Setup.exe Installation Application, we now supply two PowerShell scripts – one for Install/Upgrade and the other for Uninstall – to be used to install, upgrade, or uninstall the product. For more information, see Overview of the Updated Installation Process for Bamboo components.
Bamboo Installation Package	IMPORTANT: As of April 2017, Bamboo no longer includes the Installation/Setup program in product download packages. You can use the Bamboo product installation package that you used to install the product to uninstall. This is the preferred method, because it performs some automated system checks to help ensure the uninstall will be successful. It also steps you through each component, so its easier to make sure everything is uninstalled. See Using the Setup program to Uninstall for more information.
SharePoint Central Administration	Many Bamboo products are deployed as SharePoint solutions, so you can retract and remove them from Central Administration. See Uininstalling from SharePoint Central Administration for more information.
PowerShell	Some Bamboo products are packaged with a PowerShell script that you can use to uninstall. See Manually uninstall using PowerShell for more information.
stsadm	If you prefer, you can use stsadm commands to retract and delete Bamboo SharePoint solutions. See Manually uninstall using stsadm for more information.
Add/Remove Programs	Some Bamboo products include components that are installed using an EXE or MSI installer. See Uninstalling a Bamboo .msi or .exe for more information.

Depending on the uninstall method you choose, there may be a solution left behind after the install. This is intentional, as several Bamboo products use some of the same components. See What is left behind after uninstalling? for more information and steps for how to uninstall completely.

Bamboo products that use Telerik

Product	Uses Telerik?
Alerts Administrator	Yes
Alert Plus	Yes
Bulk Export	No
Bulk Import	No
Calendar Plus	Yes
Chart Plus	Yes
Column Level Security	Yes
Community Central	Yes
Cross List	No
Cross Site Display	No
Custom Identifier	No
Data Viewer	Yes
Discussion Board Plus	Yes
File Share Library	No
Filters Collection	Yes
Grants Management	Yes
Group Email	Yes
Group Redirect	Yes
In/Out Schedule Board	Yes
Knowledge Base Solution Accelerator	Yes
KPI Column	Yes
List Consolidator	Yes
List Print	No
List Rollup	Yes
List Rotator	No
List Search	Yes
Lookup Selector	No
Mini Calendar	No
My Alerts Organizer	No
Navigators	Yes
Password Change	Yes
Password Expiration	No
Password Reset	No
Password Management Toolkit	Yes
PM Central	Yes
Poll	Yes
Project Portfolio Dashboard	Yes
Rating	Yes
Rich Text	Yes
Site Creation Plus	No
SQL View	No
Task Master	Yes
Team Calendar	Yes
Time Tracking and Management	Yes
Tree View	Yes¹ No²
User Account Setup	Yes
User Directory	Yes
User Manager for Sites	Yes
User Profile Plus	No
User Profile Sync	No
User Redirect	No
User Registration Accelerator	No
Validator column	No
Video Library	No
Virtual Map View	No
Visual Indicator column	No
Wiki Publisher	No
Workflow Conductor	Yes
World Clock and Weather	No

¹SharePoint 2007 and SharePoint 2013
²SharePoint 2010

Bamboo product releases that are supported for migration from SharePoint 2007 to SharePoint 2010

The table below shows the minimum required Bamboo product release required when migrating Bamboo products from SharePoint 2007 to SharePoint 2010. If you have an earlier release installed than the one listed, please upgrade that product before migrating to SharePoint 2010.

For additional information:

Product	minimum SP2007 release	minimum SP2010 release
Alert Plus	3.0.62	30.0.59
Alerts Administrator	1.4.12	10.4.30
Calendar Plus	4.0.96	40.0.36
Chart Plus	2.5.43	20.5.25
Column Level Security	1.3.4	10.3.7
Cross List	1.5.5	10.5.6
Custom Identifier Column	1.0.35	10.0.35
Data-Viewer	3.3.59	30.3.67
DWG Parser	N/A	N/A
Filters Collection	1.3.5	10.3.13
File Share Library
Grants Management	TBD	TBD
Group Email	1.7.4	10.7.11
Group Redirect	2.3.11	20.3.14
Hello	TBD	TBD
In/Out Schedule Board
Knowledge Base	2.0.71 NOTE: Releases earlier than 1.2 are no longer supported for upgrade or migration.	20.0.56
KPI Column	1.2.40	10.3.33
List Bulk Export	N/A	N/A
List Bulk Import	N/A	N/A
List Consolidator	1.0.87	10.0.62
List Print	1.4.5	10.4.18
List Rollup	Classic: 5.0.55 Schema: 5.0.77	Classic: 40.5.13 Schema: 50.0.85
List Rotator	2.5.24	20.5.44
List Search Advanced	1.8.51	10.8.48
List Search Simple	1.8.64	10.8.60
Lookup Selector Column	1.3.24	20.3.15
Mini-Calendar	2.7.8	20.7.11
My Alerts Organizer	1.4.13	10.4.40
Navigators	1.3.11	10.3.12
Password Change	3.5.8	30.5.14
Password Expiration	1.5.11	10.5.19
Password Reset	2.4.11	20.4.31
Project Management Central	2.1.21	20.1.12
Rich Text Column	1.3.9	10.3.14
Site Creation Plus	1.4.31	10.4.18
SQL View	1.6.17	10.6.23
Task Master	2.0.150	20.0.34
Team Calendar	1.5.4	10.5.11
Tree View	1.7.29	10.7.27
User Account Setup	3.4.8	30.4.31
User Directory	1.7.1	10.7.2
User Manager for Sites	1.3.1	10.3.19
User Profile Plus	1.4.7	10.4.35
User Profile Sync	N/A	N/A
User Redirect	1.5.3	10.5.14
Validator Column	1.3.1	10.3.12
Virtual Map View	1.9.25	10.9.9
Visual Indicator Column	1.3.7	10.3.19
Wiki Publisher	1.0.26	10.0.25
Workflow Conductor	1.5.1	1.5.1
World Clock and Weather	2.3.15	20.3.15

Bamboo product releases that are supported for migration from SharePoint 2010 to SharePoint 2013

The table below shows the minimum required Bamboo product version required when migrating Bamboo products from SharePoint 2010 to SharePoint 2013. If you have an earlier version installed than the one listed, please upgrade that product before migrating to SharePoint 2013.

For additional information:

Product	minimum SP2010 version	minimum SP2013 version
Alert Plus	30.2.115	30.2.121.2013
Alerts Administrator	10.4.52	10.4.62.2013
Calendar Plus	40.1.143	40.1.155.2013
Chart Plus	30.5.109	30.5.143.2013
Column Level Security	10.3.34	10.3.48.2013
Community Central	10.1.91	10.5.76.2013
Cross List	10.5.20	N/A
Cross Site Display	10.2.26	10.2.40.2013
Custom Identifier Column	10.0.45	10.0.57.2013
Data-Viewer	30.5.67	30.5.57.2013
Discussion Board Plus	10.5.22	20.0.57.2013
DWG Parser SharePoint 2007 Only	N/A	N/A
Filters Collection	10.3.25	10.3.35.2013
File Share Library	20.0.60	20.0.81.2013
Grants Management	10.5.20	N/A
Group Email	10.7.43	10.7.46.2013
Group Redirect	20.3.27	20.3.33.2013
Hello	20.1.9	N/A
In/Out Schedule Board	10.4.56	10.4.57.2013
Knowledge Base	20.2.47	20.2.75.2013
KPI Column	10.3.65	10.3.78.2013
List Bulk Export	1.4.12	20.0.18.1
List Bulk Import	2.5.105	30.0.29.2013
List Consolidator	10.0.79	10.0.107.2013
List Print	10.4.31	10.4.35.2013
List Rollup	60.0.64	60.0.70.2013
List Rotator	20.5.82	20.5.99.2013
List Search Advanced	10.8.93	10.8.121.2013
List Search Simple	20.1.140	20.1.167.2013
Lookup Selector Column	20.3.61	20.3.88.2013
Mini-Calendar	20.8.67	20.8.86.2013
My Alerts Organizer	10.4.43	10.4.51.2013
Navigators	10.3.47	10.3.57.2013
Password Change	40.1.65	40.1.68.2013
Password Expiration	10.6.43	10.6.49.2013
Password Reset	20.4.51	20.4.70.2013
Poll	10.4.53	10.4.63.2013
Project Management Central	40.1.135	40.1.109.2013
Project Portfolio Dashboard	10.8.58	10.8.80.2013
Quick Add	10.0.29.0	10.0.29.2013
Rating Column	10.2.43	10.1.54.2013
Rich Text Column	10.3.27	10.3.28.2013
Site Creation Plus	10.4.66	10.4.71.2013
SQL View	10.6.26	N/A
Task Master	30.5.117	30.5.116.2013
Team Calendar	10.7.18	10.7.36.2013
Time Tracking and Management	1.6.46	10.6.88.2013
Tree View	10.7.83	10.8.23.2013
User Account Setup	40.0.107	40.0.148.2013
User Directory	10.7.53	10.7.81.2013
User Manager for Sites	10.3.46	10.3.62.2013
User Profile Plus	10.4.39	10.4078.2013
User Profile Sync	1.6.10	20.0.20.2013
User Redirect	10.5.16	10.5.27.2013
User Registration Accelerator	10.3.24	10.3.35.2013
Validator Column	10.3.20	10.3.35.2013
Video Library	20.0.87	20.0.106.2013
Virtual Map View	10.9.46	10.9.42.2013
Visual Indicator Column	10.3.59	10.3.79.2013
Wiki Publisher	10.0.65	10.0.85.2013
Workflow Conductor	30.0.0	30.0.1.2013
World Clock and Weather	20.4.47	20.4.52.2013

Alert Plus Email Configured Correctly?

Alert Plus uses the e-mail configuration for the SharePoint server. If Emails are not sent when Alert Plus events are fired, and Bamboo logs (c:windowstempbamboosolutions) show this error:

“5.7.1 Client does not have permissions to send as this sender”

This issue is most likely due to the account running the SharePoint Timer service in Admin Tools > Services (OWSTIMER.svc) does not have permission to send email.

To resolve this, check the following:

The farm account running the SharePoint Timer service in Admin Tools > Services (OWSTIMER.svc) must have a mail box in the Exchange server.
The From email address configured in Central Administration needs to use this mailbox address.
If you do not wish to monitor this farm account mailbox address, then you can forward replies to a mailing list that includes all SharePoint administrators.

To test that e-mails can be sent by Alert Plus, enter a destination e-mail address and click the Send E-mail button. The results of the test will be shown in the Test Result window.

Alert Plus Features

Alert Plus Highlights

This product provides the following features:

Within all SharePoint Lists and Libraries, users have the ability to subscribe to Alerts based on simple trigger options including when items are Created, Modified or Deleted. Based on this subscription to a list or library, an e-mail notification is sent when the trigger occurs on any item in the selected SharePoint List or Library.

Bamboo Alert Plus takes e-mail alerts to a new level by providing a supplemental alert mechanism providing users ultimate flexibility in how alerts are generated, the look and feel and who they are sent. Below is a comparison chart between Bamboo Alert Plus and SharePoint Alerts:

Key Feature	Bamboo Alert Plus	SharePoint Alerts
Ability to select specific list to be alerted on
Define look and feel of alerts without requiring developer coding
Alert on item creation, modification and deletion
Alert if item exists
Alert if a column value of an item changes
Filter alert list to alert on relevant items
Send Alerts to individual SharePoint users
Send alerts to a distribution list, such as Contacts list
Send alerts to an e-mail defined in an associated lookup list
Send alerts to individual e-mail addresses
Merge multiple alerts into a single e-mail
View alerts the logged in user is subscribed to
Manage alerts in a central location
Edit existing alerts
Create a single alert for multiple SharePoint lists using List Rollup Web Part

Alert Plus Limitations

The following are limitations of Alert Plus:

Alert Plus 3.0 and higher provides support for alerting on recurring items in a Calendar list. However, if the series is modified, the users will get e-mails for each recurrence item in the series if the alert is set to send an e-mail on the following triggers: An item in the list is modified, An item in the list is created or modified, A specific column in the list changes (if the column is related to recurrence).
Outlook clients cannot view images included in an Alert Plus e-mail body using Image Manager or the tag if viewing the image link requires authentication.
After upgrading to Alert Plus 3.0 or higher, you must view the page where the Alert Plus Web Part resides in order to register it properly with the master timer job. Alternatively, use the Alert Plus Utilities to register multiple sites from one location.
Some custom schedules from previous Alert Plus versions are not fully supported in Alert Plus 3.1. See Upgrading Alert Plus in the Online Documentation for more information.

Alert Plus Highlights

Alerts in SharePoint are frequently underused. One of the main reasons is that users are often inundated with an unnecessary amount of alerts whenever a list is touched – diminishing their significance. Alert Plus provides the ability to specifically configure alerts so unnecessary alerts are minimized. With Alert Plus, it is also possible to configure the specific subject line and message body for each alert, so end users quickly understand why they are receiving the alert.

Alert Plus includes a special trigger that allows you to send reminder messages. Unlike SharePoint alerts, which are triggered when data is created or changed, this alert is triggered because time has passed and an item now meets the alert criteria.

Release Notes for Alert Plus

NOTE: Release Notes will open in a new browser tab

WSSv3/MOSS	SharePoint 2010	SharePoint 2013	SharePoint 2016
Release Notes	Release Notes	Release Notes	Release Notes
Microsoft ended mainstream support for SharePoint 2007 in October 2012. See Microsoft’s Lifecycle Support Policy. At that time, Bamboo stopped enhancements to our SharePoint 2007 product line, but continues to provide support and bug fixes to customers with active support contracts until October 2017. Previously purchased licenses will continue to function after October 2017, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2007 products in October 2016 to ensure customers will be eligible to receive support for at least one year after purchase.	Microsoft plans to end mainstream support for SharePoint 2010 in October 2015. See Microsoft’s Lifecycle Support Policy. At that time, we will stop any enhancements for our SharePoint 2010 product line but will continue to provide support and bug fixes for our SharePoint 2010 products to customers with active support contracts until October 2020. Previously purchased licenses will continue to function after October 2020, but support for these products will end, and no additional bug fixes will be provided beyond that time. Bamboo plans to cease selling new licenses and annual support contacts for its SharePoint 2010 products in October 2019 to ensure customers will be eligible to receive support for at least one year after purchase.	Visit our website where you can get the latest info about each of our products for SharePoint 2013. A separate installation package and license key is required for SharePoint 2013 deployment. For additional details, review the following knowledge base articles: How to Migrate Your Bamboo Products to SharePoint 2013 How to Move Bamboo Product Licenses to SharePoint 2013	Bamboo Solutions has also begun releasing products for SharePoint 2016. For additional details, check the product release notes in the link above, or contact us. For details on migration, see the Knowledge Base Article “Migrate Bamboo Products from SharePoint 2013 to SharePoint 2016”

WSSv3/MOSS

SharePoint 2010

SharePoint 2013

SharePoint 2016

Release Notes

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

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

Visit our website where you can get the latest info about each of our products for SharePoint 2013.

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

Bamboo Solutions has also begun releasing products for SharePoint 2016. For additional details, check the product release notes in the link above, or contact us.

For details on migration, see the Knowledge Base Article “Migrate Bamboo Products from SharePoint 2013 to SharePoint 2016”

Understanding Bamboo Releases:

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

See Also:

Alert Plus Utility

Summary

This article describes how to use the Alert PlusUtilities to automate configuration updates that must be performed when upgrading from Release 3.0 or earlier.

NOTE: The Alert Plus Utilities (no version number) for Alert Plus 3.1 will only work correctly with Alert Plus 3.1.
The Alert Plus Utilities (no version number) for Alert Plus version 3.2.38 will only work correctly with Alert Plus 3.2.38.
The Alert Plus Utilities v3.2.2.0 for Alert Plus version 3.2.52 only work correctly with Alert Plus version 3.2.52 and above.

Use the Alert Plus Utilities that come with the installer for your version of Alert Plus, or contact the Bamboo Support Team. We now have tools and instructions to run either a console application (for SP2007) or a PowerShell script (for SP2010 and SP2013) in order to upgrade or maintain single sites, all sites in a site collection, or all sites in a web application.

Before using the Alert Plus Utilities application, upgrade Alert Plus using the instructions that apply to your situation.

The Alert Plus Utilities application includes the following tools, each on a separate tab. Click the name of the utility in the list below for instructions about when and how to use it:

Upgrade Alert Plus: For use when upgrading any version of Alert Plus. See Upgrading Alert Plus from Release 3.0 to 3.1 for more information.
Register Site: For use when upgrading from Alert Plus 2.8 or earlier.
Event Registration Info: For use when prompted by Bamboo Support.
Update Event Receivers: For use only when prompted by Bamboo Support.

Running the Alert Plus Utlities

The Alert PlusUtilities application is included with the Setup program for Alert Plus Release 3.1 and higher.

Starting Alert Plus Utilities from Setup

Click the Alert Plus Utilities link in the Components list on the left, read the information provided, and then click the Install button to launch the Alert Plus Utilities application.

Starting Alert Plus Utilities from the executable

The Alert Plus Utilities application is also attached as a zip file to this Knowledge Base article. Download the correct file for your SharePoint version and extract the file to a directory on one of the SharePoint front-end Web servers in the farm and run the Bamboo.AlertPlusUtilities.exe application.

Requirements for running the Alert Plus Utilities application

Where to run it:

SharePoint 2007: Run the Alert Plus Utilities on one of the servers in the SharePoint farm running the Windows SharePoint Services Web Application service. Refer to Topology and Services in SharePoint Central Administration for a list of servers running this service.
SharePoint 2010 and 2013: Run the Alert Plus Utilities on one of the servers in the SharePoint farm running the Microsoft SharePoint Foundation Web Application service. Refer to System Settings in SharePoint Central Administration for a list of servers running this service.

Required permissions. The account running the Alert Plus Utilities application must have the same permissions as the application pool identity account for the Web application where Alert Plus is installed. Refer to the Internet Information Services (IIS) Manager to identify the application pool identity account for each Web application.

Alert Plus Overview

Alert Plus Highlights

Alert Plus Components

The Bamboo Alert Plus system contains four major components. They are:

Alert Plus Web Part
Master Timer Jobs
Alert Plus Lists
Alert Plus Subscriber Web Part

This diagram shows how each of these components fit together as part of the solution.

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Alert Plus Web Part

The purpose of the Alert Plus Web Part is to provide a way to set up alerts with specific messages to notify users when things happen (or don’t happen) in SharePoint. You don’t need to rely on your end users subscribing to alerts themselves. You also can get creative with the email subject and body; all alerts don’t have to look the same!

The Alert Plus Web Part is targeted for use by a power user or sophisticated SharePoint. Once the Web Part is installed, deployed to a web application, and activated on a site collection, it can be added to pages as needed at the site level. Typically, there is one Alert Plus Web Part per site or even per site collection, since you can manage alerts for multiple sites from one web part. Using the web part, create alerts that send specific email messages, to specific people, under specific conditions.

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Alert Plus Lists

When you add an Alert Plus Web Part to a page on a SharePoint site, two lists are automatically created on that site. They are:

Alert+ Configuration List
The Alert+ Configuration List stores configuration information for each alert instance configured in the web part. As you create or modify an alert through the Alert Plus Web Part interface, the changes are stored in this SharePoint list.
Alert+ AlertChangeList
This list is used only for alerts that trigger when: an item is deleted or a specific column in the list changes. These type of alerts add event handlers to the alert list (the list where the items that trigger the alert reside) so information can be added to the Alert+ AlertChangeList when items are deleted or changed. When the alerts process, the entries in this list are removed.

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Alert Plus Master Timer Jobs

Bamboo Alerts are processed using SharePoint timer jobs. Timer jobs can run on any SharePoint WFE server. There are four default timer jobs that are installed when you install Alert Plus. They are:

As Soon As Possible Timer Job
Every Day Timer Job
Every Hours Timer Job
Every Week Timer Job

how often are email sent.jpg They correspond with the first four selections available in the How often are e-mails sent? selection on the Event tab of the alert configuration.

If you create an alert with a Custom Schedule, an additional timer job will be created to process that specific alert. The screen shot below from SharePoint Central Administration > Job Definitions shows the four default timer jobs and one custom timer job.

alert plus timer jobs.jpg
The Alert Plus timer jobs read information from the Site Collection Properties to know what sites have alerts to process.
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Alert Plus Subscriber Web Part

This Web Part displays all the Bamboo alerts the logged in user is subscribed to. It references the Alert+ Configuration List to determine which alerts to display.

NOTE: This web part does NOT display SharePoint alerts the logged in user may be subscribed to, just Bamboo alerts.

The Alert Plus Subscriber Web Part is an optional web part. It is not required for Bamboo alerts to process; install it only if you want end users to know what Bamboo Alerts they are subscribed to.

Alert on a Tasks List and send alerts for every task to the assigned person

As a project manager, you have set up a Tasks List for the team to work on their assignments. Every time a Tasks List item is created or updated, you want to send an alert message to the person to whom the task is assigned. This use case uses the standard SharePoint Tasks List with the Assigned To field defined as a lookup field to the SharePoint User Profile where the e-mail address is stored.

Alert List – What list contains the items to alert on?	Tasks List
Event Type – What triggers the alert?	An item is created or modified
E-mail Frequency – How often are e-mails sent?	As Soon As Possible
Item Criteria – What items in the list generate an alert?	All Items
Who should the alert e-mails be sent to?	Lookup an E-mail Address in the Alert List
Where is the e-mail address to lookup stored?	In SharePoint User Profiles
Which user lookup column in the Alert List should be used to find the recipient?	Assigned To

Step 1 – Create Alert Event

Select the Tasks List from the drop-down list.
Select the trigger action for when the item is either created or modified.
Select mail frequency for when you want the alert e-mails to go out.
For filter criteria, select All Items in the list.

Step 2 – Create Recipients

The Assigned To column in the Tasks list is a lookup field into SharePoint’s User Profile Information. We will set Alert Plus to use this field to resolve the recipient e-mail address. That way each e-mail alert will go to the individual that is assigned the task.

Select “Lookup an E-Mail Address in the Alert List” from the first drop-down list.
Select the “Assigned to” column which is the index field to the user profile information.
Select “in SharePoint User Profiles” as the source of e-mail addresses.

Step 3 – Create E-Mail Message

Create your notification e-mail message.

Add a Hyperlink Tag in the Email Message

email example with long URL.png When you use the {itemlink} token in the body of your email message, the URL to the item that triggered the alert is displayed in the message, as shown here.

If your URL is really long, you may prefer to have the link associated with a word or an image.

Using the format for the email shown above as an example, follow these steps to use a short hyperlink to the email message body.

Step	Action
Edit the alert.
On the Mail Format tab, modify the email body in HTML view.
In the HTML view, add a hyperlink tag.	The tag added has this syntax: `<a href="{ItemURL}">HERE</a>` IMPORTANT: Use the {ItemURL} token in the tag, not the {itemlink} token! Be careful, tokens that refer to list columns are case-sensitive, but other tokens are not.
When finished, click back to the Design view to make sure you like your change.
The new email should look like this:

Activating Your Bamboo Product License Offline

Overview of Licensing and and Product Activation

Licenses for Bamboo products that are installed on SharePoint servers are activated in SharePoint Central Administration using the Bamboo Web License Manager. Licenses are normally activated online, but sometimes SharePoint servers do not have access to the Internet. If this is the case with your servers, follow these instructions to activate a Bamboo product license offline.

NOTE: Before performing the steps listed below, be sure you have installed the Bamboo Web License Manager on your SharePoint farm. See Installing the Bamboo Web License Manager for more information.

Step	Action
1.	From SharePoint Central Administration, click Manage My License Keys under Bamboo Solutions. NOTE: If you don’t see this option listed, see The Bamboo Web License Manager does not show up in Central Administration. How do I fix that
2.	You may see two groupings on the Manage My License Keys page, Suites and Packs and Individual Products depending on what Bamboo products you’ve installed on the farm. When activating a Web Part or Application, expand the Individual Products section. Locate the product you need to activate. Hover over a product name to see a drop-down menu associated with the product. Select Activate/Deactivate from the menu.
3.	All servers in your SharePoint farm that are running the Microsoft SharePoint Foundation Web Application service will be listed. The license status for each will be Not Active or Trial. You will need an individual License Key for each server. If some of the servers listed do not receive web traffic, you can remove them from the list. Please see Choosing which farm servers to license for more information. To activate a license for a server, type or copy and paste the License Key into the field provided, check the Activate Offline box, and then click Activate.
4.	On the page displayed, a Machine Key will be displayed with the License Key and a space to enter the Activation Key. NOTE: Eight spaces are shown if you are running WSSv3/MOSS. If you are running SharePoint 2010 or 2013, there is just one space. Copy the License Key and the Machine Key to an email and send it to Bamboo’s Support Team at Support@bamboosolutions.com. They will reply via Email with the Activation Key. If you have several servers in your farm, you can send the License Key-Machine Key combinations for all of them in one Email message to the Support Team. Alternatively, you can generate the Activation Key yourself via the My Bamboo area of the Bamboo Solutions website. See Generating Activation Keys using My Bamboo for more information. Once you have the Activation Key, enter it in the space provided and click Activate. NOTE: The Machine Key, as you may have guessed, is tied to the HW profile of the server. As such, the Activation Key is also tied to the HW profile. If the HW profile of a server changes, the License will fail and need to be deactivated and then re-activated, similar to what is required when you move your farm to new servers. See Migrate your Bamboo Product License Key From one SharePoint version to another for more information on what to do when this happens.
5.	After the license is activated, it’s status will be displayed on the page.

Activating Your Bamboo Product License

Overview of Licensing and and Product Activation

Licenses for Bamboo products that are installed on SharePoint servers are activated in SharePoint Central Administration using the Bamboo Web License Manager. Follow these instructions to activate a Bamboo product license.

NOTE: Licenses for desktop/server applications such as List Bulk Import, User Profile Sync, and List Bulk Export are activated using a standalone version of the licensing application, called Bamboo License Manager. See Activating a Bamboo Desktop Product Using the License Manager for more information.

Before performing the steps listed below, be sure you have installed the Bamboo Web License Manager on your SharePoint farm. See Installing the Bamboo Web License Manager for more information.

Step	Action
1.	From SharePoint Central Administration, click Manage My License Keys under Bamboo Solutions. NOTE: If you don’t see this option listed, see Why isn’t Manage My License Keys displayed in SharePoint Central Administration?
2.	You may see two groupings on the page, Suites and Packs or Individual Products. When activating a Web Part or Application, expand the Individual Products section. Locate the product you need to activate. Hover over a product name to see a drop-down menu associated with the product. Select Activate/Deactivate from the menu.
3.	On the displayed page, the available servers in your SharePoint farm will be listed. You will need an individual License Key for each Web Front End server. Certain products, such as Alert Plus and List Rollup include features that can be run on application servers as well. In these cases, separate licenses may also be required for one or more application servers. NOTE: If some of the servers listed do not receive web traffic, or if there are application servers that do not need a license, you can remove them from the list. Please see Choosing which farm servers to license for more information. To activate a license for a server, type or copy and paste the License Key into the field provided and click Activate. NOTE: If your SharePoint server does not have Internet access, you may get an error when you click Activate. If you experience this, see Activating My Bamboo Product License Offline for more information.
4.	Your Bamboo product is now Active and is ready for use, as shown by the Status column. If you ever need to check which license key you used to activate each server, the license key used is shown on this status page.

How to activate a Bamboo Site Collection Feature

Product feature activations can be done automatically at the site collection level when the product is installed using the Bamboo Installation/Setup program. However, there are a few reasons why you may need to manually activate (or deactivate) Bamboo product features:

You are using the updated installation process for Bamboo components.
You opted out of automatic feature activation during installation using the older Setup program.
You added a new site collection and want to add Bamboo features to it.
You want to remove Bamboo product features from an existing site collection.

To manually activate (or deactivate) Bamboo product features, follow the instructions below.

IMPORTANT: Perform these steps using an account that is a Site Collection Administrator.

Step	Action
1.	From a page on the top level site of a site collection, click Site Actions and then Site Settings. In the Site Collection Administration section of the page displayed, click Site collection features. If you don’t see this section, you may not be a Site Collection Administrator. If you don’t see the link, you may not be on the top level site of the collection. A list of available features will be listed.
2.	Find the appropriate feature. The status column indicates if the feature is currently active. If it hasn’t yet been activated, click the Activate button. If it’s activated and you need to Deactivate, click Deactivate. For information about which feature to activate for a particular product, please see this article.

Step

Action

From a page on the top level site of a site collection, click Site Actions and then Site Settings. In the Site Collection Administration section of the page displayed, click Site collection features.

If you don’t see this section, you may not be a Site Collection Administrator. If you don’t see the link, you may not be on the top level site of the collection.

A list of available features will be listed.
SCA-Active SCFeatures.png

Find the appropriate feature. The status column indicates if the feature is currently active. If it hasn’t yet been activated, click the Activate button. If it’s activated and you need to Deactivate, click Deactivate.

For information about which feature to activate for a particular product, please see this article.

About the Installation Files

Options for Installing

image showing install files for Tree View web part When you extract the product EXE to a location on your SharePoint server, several folders are created that contain installation files and Setup program configuration files. The root level of the extracted file system includes the file Setup.bat, which launches the Setup program. The list below shows the installation files for the Tree View Web Part, as an example.

For manual installation, you will access the following folders that contain installation files:

Component.wsp: There may be several folders with names ending in .wsp, depending on your product. Each WSP folder contains the installation files for a specific SharePoint Solution. One or more SharePoint Solutions may be installed for each product component.
docs: Contains the Installation and Licensing Quick Start Guide.
misc: The MISC folder includes miscellaneous files, including PowerShell scripts for manually installing or uninstalling the product.
msi: If a MSI folder exists for your product, it could contain multiple files ending in .msi. Each is an installation executable. Some MSI installers in the msi installation folder have both a 32-bit and a 64-bit version. The 64-bit version will include .x64 in the file name. Run the version of the MSI that is appropriate for your operating system. Do not install both.
res: Contains files required by the Setup program but not necessarily needed during a manual install.

A license error occurs after successful license activation

SYMPTOM

You followed the directions in Activating Your Bamboo Product License successfully activated your license. However, when you go to a page where the web part is used you see a license error:

license error on web part page.png

CAUSE

If this happens immediately after successful activation, the error is typically that one or more WFE servers on the farm do not have an activated license. If you are sure all servers have been successfully activated, another cause could be that a trial extension file (.lic) remains on one of the WFE servers in the farm and is causing a conflict.

If the license error happens after you have been using your activated product for some time, the cause for the issue could be that the hardware profile of one of your WFE servers has changed. Bamboo product licenses are tied to the hardware profile. If that profile changes (i.e., you add a new hard drive), the license needs to be re-activated. See How to move your Bamboo Product License to a new server for resolution information.

RESOLUTION

Confirm that there are no Bamboo trial extension files (Bamboo.lic) on the any of the WFE servers. Follow these steps:

Step	Action
1.	From the SharePoint server, use Windows Explorer to drill down the inetpub folder structure to locate and access the appropriate virtual directory for the web application where the license error appears.
1.	Locate the ‘bin’ folder where the Bamboo product’s DLL should be found.
1.	Search for files that start with “Bamboo” and have a .lic extension. If one exists for the product with the license issue, delete it. NOTE: Be sure to check all WFE servers for the .lic file.

Step

Action

From the SharePoint server, use Windows Explorer to drill down the inetpub folder structure to locate and access the appropriate virtual directory for the web application where the license error appears.

Locate the ‘bin’ folder where the Bamboo product’s DLL should be found.

Search for files that start with “Bamboo” and have a .lic extension. If one exists for the product with the license issue, delete it.

NOTE: Be sure to check all WFE servers for the .lic file.

About Bamboo product Release Numbers

Overview

Bamboo products have several releases throughout the year. To understand more about the type of releases available, see the Bamboo Solutions Upgrade Policy.

Its important to know what release you have installed on your farm because:

You can better follow the Release Notes for the product, which tell you about new features and known limitations for each version/release.
If you are planning to migrate to a new version of SharePoint, you need to make sure you have a certain minimum version/release installed.
If you need to report an issue to our Support Team, they will need to know what version/release you are using.

Where to find Release Notes

As you look at each product’s documentation page, you will see there is a link to the Release Notes for that product at the top of the page.

Bamboo produces different version numbers of our products for the different SharePoint platforms.

SharePoint 2007 (WSSv3/MOSS) Release Numbers

If you are running SharePoint 2007, the version/release number consists of 4 parts, such as:

R1.2.3.0

The first digit indicates the Major Release. In the case above, this is “1”.
The second digit indicates the Minor Release (2 in the example above).
The third number indicates the build number.
The fourth number will always be 0 unless you are using SharePoint 2013 (see explanation below).

SharePoint 2010 Release Numbers

If you are running SharePoint 2010 (SharePoint Foundation 2010 or SharePoint Server 2010), the Major Release digit of the installed product’s file version includes a zero (0) in the digit such as:

10.2.3.0

To match your current installed product with the release notes, remove the first zero (0). The end result is version 1.2.3.0.

SharePoint 2013 Release Numbers

If you are running SharePoint 2013 (SharePoint Foundation 2013 or SharePoint Server 2013), the Major Release digit of the installed product’s file version includes a zero (0) and the fourth digit is “2013” such as:

10.2.3.2013

To match your current installed product with the release notes, remove the first zero (0) and the 2013. The end result is version 1.2.3.0.