Update the Contacts List

Update the Contacts List

Return to Configuration Overview

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

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

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

Step Action Result
1. Navigate to your all site contents and select the Contacts list you are using. 2010Contacts.jpg
2013ContactsLIst.jpg
In SharePoint 2013, your lists are considered Apps, but they contain the contacts.
2. To add a new contact

In order to track in/out status, the Schedule Board requires a valid login ID to be associated with each user. If you know the exact name of the person you are adding, enter the name into the User Login Id field, and click the Check Names icon.
sa06037.png

  • If this doesn’t return a match, or you don’t know the exact name of the person for whom you’re looking, click the Browse icon, and use the standard Select People screen that appears to search for the appropriate valid user name.

When you’re done filling out the required fields, along with any additional information you want viewable from the Schedule Board, click OK.

  • Your new contact will now be available to list on the Schedule Board.
3. To remove an existing contact:

sa06039.png

  • Move the cursor to the contact you want to delete, and click Delete Item from the drop-down menu that appears.

  • If you are sure you want to remove this person from the Contacts list, click OK to confirm.

  • The contact will no longer be available to list on the Schedule Board.

Skin Templates available in In/Out Schedule Board

Skin Templates available in In/Out Schedule Board

Below is a preview showing the skins that are available within the In/Out Schedule Board.

Skin Name Description
Default This is the default look of In/Out Schedule Board if you do not change the skin.
Black Skin-Black.jpg
This skin uses grey text on a black background and is not the easiest look for users to use.
Forest Skin-Forest.jpg
If your site is leveraging a green look and feel, this uses a nice gradient green.
Hay Skin-Hay.jpg
This skin uses a brighter green than the gradient one above and the lower bar in tan.
Office 2007 Skin-Office07.jpg
This skin uses the gradient blue bars seen in Office 2007.
Outlook Skin-Outlook.jpg
This skin takes the look and feel of Outlook.
Simple Skin-SImple.jpg
The simple skin uses a variety of grey colors.
Sitefinity Skin-Sitefinity.jpg
This skin removes color from the look but adds rounded pagination buttons as compared to the square buttons used in the skins above.
Sunset Skin-Sunset.jpg
The sunset skin uses a brick-red gradient bar and a lighter version of that in the pagination bar.
Telerik Skin-Telerik.jpg
The Telerik skin uses a gradient gray color scheme.
Vista Skin-Vista.jpg
Vista skin uses a gradient set of blues.
Web20 Skin-Web20.jpg
Web20 skin turns the column header background to a darker blue and the pagination bar background a lighter blue.
WebBlue Skin-WebBlue.jpg
The WebBlue skin uses a gradient gray/blue and grey bars.
Windows7 Skin-Windows7.jpg
The Windows7 skin uses a very pale blue background.

Release Notes for In/Out Schedule Board

Release Notes for In/Out Schedule Board

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:

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:

Overview of In / Out Schedule Board

Overview of In / Out Schedule Board

The In/Out Schedule Board Solution Accelerator consists of three web part pages, tied together with a custom site template. The template gives you easy access to the Home, Calendar, and My Status web parts, and allows to enter any schedule items that will alter your In/Out status, as well as review the current and future status of team members and co-workers.

sa06004.jpg

Along with the web parts, the site template also creates several SharePoint lists, for storing data used by the Schedule Board. They include:

  • Bamboo In and Out Calendar List – contains date, location, and other scheduling information, which is used by the different web parts to display status
  • Contacts – contains full list of tracked users, as well as contact information and user information; the Schedule Board can also be configured to use the SharePoint User Info List, instead.
  • Picture Library – stores profile pictures referenced by the Contacts list, and used in the Home view
  • Attendees – standard list included with Meeting Workspace sites (not used by the Schedule Board)

sa06005.gif

The Home and Calendar web parts are designed to be used within the In/Out Schedule Board Site Template only; however, the My Status web part can be added to any site and – once assigned to a working Schedule Board site from the tool pane – used to view and modify the status of the currently logged in user. Alternatively, the part can be added to a user’s My Site page, where it will display the status of the site owner.

Migrating In/Out Schedule Board from SharePoint 2007 to SharePoint 2010

Migrating In/Out Schedule Board from SharePoint 2007 to SharePoint 2010

Be sure you have at least the Minimum SharePoint 2007 Product Release (shown in the table below) installed before migrating. If not, upgrade your Bamboo product release before migrating. For more information, see Upgrading your Bamboo Web Part. Also, the target SharePoint 2010 farm requires at least the Minimum SharePoint 2010 product release shown.

Icon-Warning IMPORTANT: When migrating from SharePoint 2007 to SharePoint 2010, you MUST select the option to change existing SharePoint sites to use the new user experience. Your Bamboo products will not perform as expected with the old look and feel.

Minimum SharePoint 2007 Product Release TBD Minimum SharePoint 2010 Product Release TBD
In-Place Upgrade
Issues The In/Out Schedule Board migrates without any errors or additional steps required.
Resolution N/A
Database Attach Upgrade Method
Issues TBD
Resolution TBD

Migrating In/Out Schedule Board from SharePoint 2010 to SharePoint 2013

Migrating In/Out Schedule Board from SharePoint 2010 to SharePoint 2013

Be sure you have at least the Minimum SharePoint 2010 Product Release (shown in the table below) installed before migrating. If not, upgrade your Bamboo product release before migrating. For more information, see Upgrading your Bamboo Web Part. Also, the target SharePoint 2013 farm requires at least the Minimum SharePoint 2013 product release shown.

Icon-WarningIMPORTANT: When migrating from SharePoint 2010 to SharePoint 2013, the Database Attach Upgrade Method is the only method supported.

Minimum SharePoint 2010 Product Release 10.3.53 Minimum SharePoint 2013 Product Release TBD
Database Attach Upgrade Method
Issues The In/Out Schedule Board migrates without any errors or additional steps required.
Resolution N/A

Locating the Error Log

Locating the Error Log

Errors for this product are logged to %SystemDrive%WindowsTempBambooSolutionsbsc_bamboo_%processid%.log on the server 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.

ApplicationSvcs.jpg

NOTE: ServerAdminYou must have Server permissions or access to Central Admin to view error logs.

Localize Bamboo Applications or Custom Columns

Localize Bamboo Applications or Custom Columns

Overview of the localization process for Bamboo Products

Bamboo applications and custom columns are slightly different than web parts when it comes to localizing/translating. The user interface isn’t confined to a web part, but can exist as site definitions or other custom pages. For example, the configuration of a Bamboo custom column is within the SharePoint list settings area.
The text strings that require translation are located in different files than the strings that appear in a web part.

Changing the language or text for an application or custom column is a multi-step process:

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About the Language Files

Text displayed in a Bamboo application may be included in one or both of the following locations:

  • Provisioning Resources. These resources are located in the 12, 14, or 15 “Hive”, in the Resources folder. The number of the Hive depends on the version of SharePoint you are using (e.g., SP2007 has a 12 Hive, SP2010 has a 14 Hive, and SP2013 has a 15 Hive). 14Hiveresources.jpg

    The Bamboo.*.resx files include text used in site features, site definitions, list definitions, and other provisioning resource elements. Any changes you make in these files will apply to new product instances only.

  • Application/Runtime Resources. These are also located in the 12, 14, or 15 Hive, but in the CONFIGResources folder.The Bamboo.*.resx file in the CONFIG folder is different than the one included in the Resource folder.14HiveCONFIGResources.jpg This one includes text used in application pages, custom site menu actions, navigation elements, and other runtime resources. Any changes you make will apply to new and existing product instances only.

In each location, there may be multiple versions of Bamboo.*.resx files with identical content. The different files are provided for English (en-US), German (de-DE), French (fr-FR), and Spanish (es-ES). The content of all files is in English until you translate it to your language. If your site is configured to use a language that does not have a corresponding Bamboo product .resx file, copy an existing file and rename it to include the culture name for that language pack. For example, create a file for Italian by saving the default file as Bamboo.[Product].it-IT.resx. Make your changes to this new file. If your site is configured to use a specific language but you do not have a culture-specific file, the product will use the default Bamboo.[Product].resx file instead.

Icon-WarningIMPORTANT: If you customize one of the default resource files provided with the product, your changes will be overwritten when you upgrade.

To avoid losing customizations, copy the customized file to a different location (not the same folder) before upgrading. After the upgrade is finished, compare the new file with your customized file to incorporate any new entries. Then copy the merged file to the Resources folder. Culture-specific files created for languages that are not provided with the product will not be overwritten during an upgrade, but you still need to incorporate new resource entries.

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Editing text in resource files

Icon-WarningIMPORTANT: Before making any changes, back up your original file to a different folder.

To change text in a resource file, open it in a text editor and locate the text you want to change. Editable text is usually found between the <value></value> tags, as shown in the screen shot below. Do not modify the data tag. If you want to remove text completely, delete only the text; do not delete the <data> or <value> entries from the file, or the server will display an error message. In the example below, the editable text is highlighted in gray.

Common_resxEdit.jpg

When you are finished with your changes, save the file and copy it to the appropriate Resources *folder on *all Web front-end servers in your SharePoint farm. Follow the instructions below to make your changes take effect.

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Applying Language File Updates

To apply changes to Provisioning Resource Files:

If you modified the provisioning resources file, apply your changes by restarting Web services with the following command on all Web front-end servers.

iisreset

NOTE: changes to provisioning resources affect new instances of the Bamboo product only; existing instances of the product are not updated.

To apply changes to Application/Runtime Resource Files:

If you modified the application/runtime resources file, apply your changes by executing the following stsadm command on all Web front-end servers. This command copies the updated resource file to the App_GlobalResources folder of each Web application. Changes apply to existing product instances and any new instances you create.

stsadm -o CopyAppBinContent

NOTE: Changes apply to EXISTING product instances AND any new instances you create.

How to Use the My Status Screen for In/Out Schedule Board

How to Use the My Status Screen for In/Out Schedule Board

The My Status page displays a quick summary of your current status, including your return time. While it is included in the site template, the My Status web part used on this page can actually be added to any site, allowing access to the In/Out Schedule Board information from outside of the Schedule Board site.

sa06011.jpg

From this screen, users can:

  • View current in/out status and any related comment text
  • Update their status by adding new schedule items to the In/Out Calendar List or editing existing ones

How to Use the Home Screen

How to Use the Home Screen

The Home page on the In/Out Schedule Board site displays an overview of all users’ current status, as well as related information that can be toggled on or off from the tool pane, such as location, department, return time, and the like.

sa06007.jpg

From this screen, users can:

  • Sort the user list by any column by clicking its heading
  • Group the user list by dragging any column heading into the title bar
  • Reorder columns dragging any column heading into a new location
  • Export the entire list to an Excel or Word document
  • Update their status by adding new schedule items to the In/Out Schedule Board Calendar List

How to Use the Calendar Screen

How to Use the Calendar Screen

The Calendar page on the In/Out Schedule Board site displays the current and future status for all users or the users of any single department. Visitors to the page can view an individual’s status over the course of a single day, work week (5-day), full week, or month, or edit existing schedule items on the In/Out Schedule Board Calendar List.

sa06009.jpg

From this screen, users can:

  • View the current and future in/out status of any single user or a group of users (based on “Department”, or another user-defined grouping)
  • View and update all items assigned to a single user
  • View color coded status by day, 5-day week, full week, or month