Release Notes for List Consolidator for Users

Release Notes for List Consolidator for Users

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WSSv3/MOSS SharePoint 2010 SharePoint 2013
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.

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

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

Understanding Bamboo Releases:

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

See Also:

Overview of the localization process for Bamboo Products

Overview of the localization process for Bamboo Products

Bamboo Products have been designed with Localization in mind. Localization is the process of customizing your application for a given culture and locale.

Localized resources, or translated text strings, in SharePoint use the localization features of the .Net Framework for displaying user interface labels appropriate for a particular user’s culture and locale.

SharePoint implements Resource (.resx) files in different ways and locations depending on the type of SharePoint functionality that is being localized. For the functionality included in Bamboo Products, you may find resource files in these general areas:

  1. Site and List Definitions can have resources located in the 12/14/15 Hive Resources folder

  2. Web applications and custom pages can have resources that are located in the 12/14/15 Hive CONFIGResources folder and are copied at Web App creation time to the App_GlobalResources folder located under each SharePoint Web Application

  3. Web parts can have their resources compiled into their own set of resource files which can then be located either in the GAC, or in a sub-directory of the bin folder. Bamboo web part resources are stored in a subdirectory of the bin folder.

Depending on the Bamboo Product you need to localize, you may need to look in all three areas. For example, PM Central includes List Definitions, Custom Pages, and Web Parts. Group Email, on the other hand is a simple web part. Use the links below to get to the information appropriate for your Bamboo product.

Overview of List Consolidator Configuration Parameters

Overview of List Consolidator Configuration Parameters

To configure the List Consolidator web part, add it to the page, access the web part tool pane, and follow these steps:

Step Action
1.

tool pane-general.pngFrom the General Settings section of the tool pane, configure:

  • Select the Allow specified user to define a default rollup check box if you want a particular user to create and manage a default rollup that all users see when they access the page where the List Consolidator web part has been added and configured.

Icon-WarningIMPORTANT: Only the specified user can create or modify the default rollup.

Icon-Tip Showing a default rollup provides users with a starting point for creating their own rollup. If the Allow users to define their own rollups check box is also selected, they can edit the rollup to see things they are specifically interested in. See Modifying the Settings fo the List Considator for more information on these options.

  • In the field below the Allow… check box, enter the name of the user that is allowed to manage the default rollup. This is a single select field and only one user can be selected. Use the address book button to browse for the user and the check name button to verify the name against user accounts in SharePoint.
  • Select the Allow users to define their own rollups check box if you want end users to be able to modify the default rollup settings.

NOTE: If you do not select this check box, only the user defined above can create and modify the default rollup configuration. SharePoint users with Contribute or higher permission can create/modify a personal rollup whether this box is checked or not.

2.

tool pane-perf.pngFrom the Rollup Performance Settings section of the tool pane, configure the Item Limit.

Set the maximum number of items the rollup can retrieve from all of the lists included in the rollup. This is the total from ALL lists, not the total from each list.

Icon-Tip We recommend that you limit your rollup to 2,000 items or less for system performance reasons. The more items retrieved overall and displayed on the first page, the longer the page will take to load.

3.

tool pane-display.pngFrom the Data Display Settings section of the tool pane, do the following:

  • Run Time Options. Select from the following options to allow end users to sort, filter, or group the data displayed without having to change the settings.
    • Allow Filtering
    • Allow Group By
    • Allow Sorting
  • Item Paging. Set the number of items to be displayed per page of the rollup. If the number of total items exceeds the item paging number, navigation buttons are displayed so users can navigate from page to page. The recommended maximum number of items per page is 50 items. The more items displayed per page, the longer the page will take to display.
  • Style Settings. Configure the display by selecting a skin or customizing the Cascading Style Sheet (CSS). For more information about the skin options, please see List Consolidator Skins. For more information about customizing the CSS, see and Custom CSS.

Overview of List Consolidator End User Display

Overview of List Consolidator End User Display

The List Consolidator Web Part display can be set to show consolidated data by default, as shown below.

hw72 overview of display with num.png

Area Description
1. Group the Data. Drag and drop column headers to/from this bar to change the grouping and subgrouping of the consolidated data.
2. Sort the Data. Click the header of a column to sort the list by that column. Clicking the same column a second time reverses the sort order.
3. Filter the Data. Enter a value to filter by, then click the Filter Icon to select a comparison operator such as Equal To, Not Equal to, Contains, etc.
4. Navigate. Use the icons to navigate between the pages of the display.
5.

Click Modify View to return to the settings page in order to configure or re-configure the data retrieved and displayed.

NOTE: This button is available only to users who have permission to modify the settings or have Contribute permission or higher. For more information about modifying the settings, see Overview of the Configuration Parameters for List Consolidator.

Modifying the Settings of the List Considator

Modifying the Settings of the List Considator

There are three groups of users who can potentially configure the consolidated data (rollup) that is displayed in the List Consolidator:

  • Designated user account that has exclusive permission to create or modify the default rollup.
  • End Users. You can allow all users to create or modify their own rollup if they prefer. When a user accesses the page where the rollup is displayed, the Modify View button at the bottom of the Web Part is visible if the user is allowed to create their own view.
  • Users with Contribute permission or higher. These users have the ability to create their own view of the rollup but they cannot modify the configuration of the default rollup.

Depending on the web part configuration and whether a default rollup has been configured yet, end users may see different things when they visit a page where a List Consolidator resides. Use the table below to understand the behavior for your use of the web part:

Designated User Account No Designated User Account
Users can Modify Rollups

Before a default rollup is created for the web part, all users with Contribute permission or higher will not see a rollup, but will be able to create one. See How to Create a List Rollup for more information.

Users without Contribute permission will see the message below until the default rollup is created.

hw72 - message read only user sees if no rollup yet configured.png

The rollup created by the designated user becomes the default rollup. All users who have not modified (or cannot modify) the default rollup will continue to see the default rollup every time they access the rollup page.

Users with Contribute permissions or higher will see the Modify Settings button on the display so they can create their own rollup at any time. Once a user modifies the default rollup to create their own, they will see their modified version by default every time they access the page.

Since no designated user is named, no default rollup will ever exist.

End Users with Contribute permission or higher can configure their own rollup. See How to Create a List Rollup for more information. Once they create a rollup, that will be the rollup displayed whenever they access the page.

Users without Contribute permissions will never see a rollup. Instead, they will see the message below.

hw72 - message read only user sees if no rollup yet configured.png

Users cannot Modify Rollups

Before the default rollup is created, all users with Contribute permission or higher will see the message below when they visit the page.

hw72 - message contribute user sees if no rollup yet configured.png

NOTE: In the message above, Bamboo/spuser2 is the logged in user, not the designated user account.

Users without Contribute permission will see the message below until a default rollup is created.

hw72 - message read only user sees if no rollup yet configured.png

Only the designated user sees the Modify View button at the bottom right corner of the page. The rollup created by the designated user becomes the default rollup. Once it exists, all users see it.

If the web part has been configured to allow users to sort, group or filter, those options will be available to all users.

If you do not configure a designated user or check the box allowing all users to modify rollups, your web part will not be configured and you will see the message below. Be sure to configure at least one of the options.

HW72-configure at least one of the checkboxes.jpg

Migrating List Consolidator for Users from SharePoint 2007 to SharePoint 2010

Migrating List Consolidator for Users 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 1.0.87 Minimum SharePoint 2010 Product Release 10.0.62
In-Place Upgrade
Issues The List Consolidator Web Part migrates without any errors or additional steps required.
Resolution N/A
Database Attach Upgrade Method
Issues The successful migration of List Consolidator depends on the original configuration of the lists included in the aggregated views:

  1. If the included lists were configured using a relative path, then then migration will be successful without requiring additional steps.
  2. If the included lists were using an absolute path, the Web Part will not display any data because the defined lists do not exist.
Resolution To resolve case 2, follow these steps:

  1. Log in as a Site Collection Administrator and go to the site where the List Consolidator Web Part resides and click View All Site Content.
  2. Locate and open the list called Bamboo List Consolidator Configuration.
  3. Modify the value in the QueryXML column for all entries in the list to switch from the absolute URL to a relative URL.

Migrating List Consolidator for Users from SharePoint 2010 to SharePoint 2013

Migrating List Consolidator for Users 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 10.0.79 Minimum SharePoint 2013 Product Release 10.0.103.2013
Database Attach Upgrade Method
Issues The successful migration of List Consolidator depends on the original configuration of the lists included in the aggregated views:

  1. If the included lists were configured using a relative path, then then migration will be successful without requiring additional steps.
  2. If the included lists were using an absolute path, the Web Part will not display any data because the defined lists do not exist.
Resolution To resolve the issue, follow these steps:

  1. Log in as a Site Collection Administrator and go to the site where the List Consolidator Web Part resides and click View All Site Content.
  2. Locate and open the list called Bamboo List Consolidator Configuration.
  3. Modify the value in the QueryXML column for all entries in the list to switch from the absolute URL to a relative URL.