Working With the Search Results

Clicking Search will generate a list of the items that match the search criteria entered.

NOTE: Entering no criteria and clicking Search will return all items.

Depending on the List Search Simple configuration, search results may appear beneath the criteria (as shown above) or on what seems to be a new page.

If the results appear on a new page (see below), the Print and Export to Excel buttons will not appear next to the Search and Reset buttons, but with the results. In this configuration, an additional button, Back, also appears with the results so you can return to the criteria page.

default results with criteria hidden.png

There are several things that are possible with search results, depending on the configuration of the Web Part. See the list below for additional information.

What version of Telerik Components are deployed by Bamboo Products?

The Q1 (2017) Cumulative Update for Bamboo products, released in April 2017, updates the Telerik version used in all Bamboo component products that use Telerik:

Telerik Library

Version deployed for SP2013/SP2016

Version deployed for SP2010

Telerik.Web.UI

2016.3.1027.45

(previously, version 2012.3.1016.35 was deployed)

2016.3.1027.35

(previously, version 2011.2.915.35 was deployed)

Telerik.Web.UI.Skins

2016.3.1027.45

(previously, version 2012.3.1016.35 was deployed)

2016.3.1027.35

(previously, version 2011.2.915.35 was deployed)

IMPORTANT: The new Telerik assemblies are deployed from Bamboo.Framework.wsp. Some Bamboo component products may error if there are older and/or newer versions of Telerik assemblies in the SharePoint environment.

To fix errors caused by multiple Telerik versions deployed on your SharePoint farm, add an assembly redirect in your web.config file for each web application. See an example below and refer to How to Add a web.config Modification Using PowerShell for details.

<configuration>
...  
<runtime>
<assemblyBinding xmlns="urn:schemas-microsoft-com:asm.v1">   
...
<dependentAssembly>
<assemblyIdentity name="Telerik.Web.UI" publicKeyToken="121fae78165ba3d4" culture="neutral" /> 
<bindingRedirect oldVersion="2012.3.1016.35" newVersion="2016.3.1027.45" /> 
</dependentAssembly>   
</assemblyBinding>     
</runtime>
...
</configuration>

What is left behind after uninstalling?

After uninstalling a Bamboo product, you may see one or more of the following solutions remain on your farm…

	SharePoint 2007	SharePoint 2010	SharePoint 2013
What’s left	Bamboo.AJAXExtensions.wsp Bamboo.core.wsp	Bamboo.core Bamboo.core.v1.wsp	Bamboo.core.v2.wsp
Why?	Bamboo.core.wsp is left behind because it put specific versions of the Telerik.web.ui and Telerik.web.ui.Skins assemblies into the GAC. You may have other Bamboo products remaining on your farm that use these Telerik assemblies. If this solution is removed, those other products would cease to work properly	See the note under SharePoint 2007	See the note under SharePoint 2007
How to get rid of it	Please contact Bamboo Support should you wish to perform an AJAX uninstall.	See How to uninstall Bamboo.core.v1.wsp from your SharePoint farm	From SharePoint Central Administration, from the Manage Farm Solutions page, Retract the solution and then Remove it. No additional steps are required.

SharePoint 2007

SharePoint 2010

SharePoint 2013

What’s left

Bamboo.AJAXExtensions.wsp
Bamboo.core.wsp

Bamboo.core
Bamboo.core.v1.wsp

Bamboo.core.v2.wsp

Why?

Bamboo.core.wsp is left behind because it put specific versions of the Telerik.web.ui and Telerik.web.ui.Skins assemblies into the GAC. You may have other Bamboo products remaining on your farm that use these Telerik assemblies. If this solution is removed, those other products would cease to work properly

See the note under SharePoint 2007

How to get rid of it

Please contact Bamboo Support should you wish to perform an AJAX uninstall.

See How to uninstall Bamboo.core.v1.wsp from your SharePoint farm

From SharePoint Central Administration, from the Manage Farm Solutions page, Retract the solution and then Remove it.

No additional steps are required.

Using the Setup program to Uninstall

IMPORTANT: As of April 2017, Bamboo no longer includes Setup progra, in product download packages. An updated uninstall script is included instead. Please seeOverview of the Updated Installation Process for Bamboo components and Uninstalling using the updated process for details.

Before uninstalling a Bamboo web part product, be sure to delete the web part from all pages where it was used. If you forget to do this, your users will see errors on those pages after you uninstall.

Step	Action
1.	Stop the World Wide Web Publishing Service (W3SVC) of you are not using Claims Based Authentication (CBA) or SP2013. This will ensure that files that need to be removed during the install are not locked. From the Start menu on the SharePoint server desktop, click Administrative Tools > Services. Scroll down and right-click on World Wide Web Publishing Service and select Stop. If you are using CBA or SP2013, stop the App Pool(s) to ensure that files are not locked.
2.	Locate the installation files used to install the product. Double-click the Setup.bat program included in the main folder. Select the product in the Components section in the Setup program. Verify the installation location and required permissions and then click Install.
3.	Click Next to begin the uninstall. Verify that the system checks pass successfully and click Next.
4.	In the Repair, Remove or Install screen, select the Remove All option and click Next. Wait while the components are uninstalled.
5.	When uninstallation is complete, click Next to review the summary screen and confirm that the product removal was successful. Click Close.
6.	If there are additional components in the Components list in the Setup program, follow steps 2-5 above for each component.
7.	If you stopped the World Wide Web Publishing Service, restart it. From the Start menu on the SharePoint server desktop, click Administrative Tools > Services. Scroll down and right-click on World Wide Web Publishing Service and select Start.

Use the provided .lic file to extend your product’s trial period

Your Bamboo Account Manager may send you a *.lic file to use to extend your Bamboo product trial. The *.lic file needs to be placed in the folder on each WFE server where the product activation DLL resides. For SharePoint 2010 or SharePoint 2013, this is typically the Global Assembly Cache (GAC).

If you receive one, follow these instructions to install it.

Step	Action
1.	It is not possible to copy the .lic file directly to the GAC. Instead, you will copy it to the gac_msil* folder. On the SharePoint WFE server, from the Run command, enter `%systemroot%assemblygac_msil` Verify that you see the activation DLL for your Bamboo product listed. See Listing of Bamboo Solutions Web Parts and their associated Activation DLLs for details.
2.	Copy and paste or drag and drop the .lic file into the gac_msil folder.
3.	Repeat steps 1-2 for each WFE server in the farm.
4.	If a trial expired error was surfacing, browse to the site and refresh the page. The error should disappear once the .lic file is copied successfully to each WFE server. If you weren’t getting a trial expired error, you can verify the license was successfully extended by checking the status of your trial. See How to check the status of your trial license for more information. IMPORTANT: When you license this product after purchase, you will need to remove the *.lic file used to extend the trial as it may impact the license activation process.
5.	If the expired license message doesn’t go away, it could mean that the assembly file for the product you are trialing is in the Global Assembly Cache (GAC) rather than the /bin. This more typical for SP2010/2013 than for SP2007. In this case, the *.lic file needs to be added to the GAC.

Upgrading your Bamboo Web Part

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

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

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

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

Upgrading using the updated process

Overview of the Updated Installation Process

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

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

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

Uninstalling using the updated process

Overview of the Updated Installation Process

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

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

Uninstalling from SharePoint Central Administration

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

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

Troubleshoot Problems with Deploying Farm Solutions

Troubleshoot Problems with Deploying Farm SolutionsTop

This topic applies to:

WSS 3.0 and MOSS 2007
SharePoint Foundation 2010/2013 and SharePoint Server 2010/2013/2016

Several issues and their corresponding solutions are described below. Click the link to jump to the appropriate issue.

Issue 1: Copying or Removing Assemblies
Issue 2: Deployment Fails or Times Out
Issue 3: Copying a File Failed
Issue 4: Resources Scoped for one Web App must be deployed to more Web Apps
Issue 5: Cannot Find a Certain File

Issue 1: Copying or Removing Assemblies

With SharePoint 2010 and 2013, we sometimes see failures when trying to copy assemblies to the Global Assembly Cache (GAC) or remove assemblies or other files from the bin or 14 or 15 hive during solution retraction and/or deployment.

Resolution:

Restart the SharePoint 2010/2013 Administration service on all of the Web Front End servers (all servers on the farm where the Foundation Web Application service is running).
Restart the SharePoint 2010/2013/2016 Timer service as well.

NOTE: The SharePoint Administration service carries out the actual removing and adding of files during deployment. Restarting the service works most of the time because the service should release the handle on a file. However, if the Administration service does not release the handle on the file, then deployment can fail. Restarting the timer service on SharePoint 2010/2013 will restart all SharePoint 2010/2013 timer jobs and you will need to delay installation for a while, until all of those jobs have had a chance to complete.

Remove the solution.
Reinstall the solution.

For more information, see:
http://msdn.microsoft.com/en-us/library/aa544500.aspx
Top

Issue 2: Deployment Fails or Times Out

Deployment fails, and the reason is not clear from the error shown in installation feedback (or just shows time out errors), or the Bamboo GUI installer appears to stop in the middle of the deployment, and eventually times out.

The Timer Job Definitions in Central Administration may show one or more persistent “one time” timer jobs listed.

Manual installations using stsadm also fails to complete the installation.

Resolution:

Delete the one-time timer jobs listed in the timer job definition list. Restart the SharePoint 2010/2013 Timer service on each server in the farm running the Foundation Web Application service.
Try the installation again.
Any solutions that show up in on the Solution Management page in Central Administration with a status of “undeployed” or “error” need to be either deployed manually in Solution Management, or removed, if you are going to run the Bamboo GUI installer. For more information, see Installation stops at the Repair Remove or Install screen
Run the stsadm installation using the -local rather than the -immediate parameter for stsadm -deploysolution. This will not invoke the timer service. As stated in this Technet article:

-local “Deploys the solution synchronously on the local computer only. The timer service is not used.”

You will have to run the deploysolution with the -local parameter on each server running the Windows SharePoint Services Web Application service or Foundation Web Application service.
For more information about deploysolution, see:
Deploysolution: Stsadm operation (Office SharePoint Server)

For more information about which server is running the Windows SharePoint Services Web Application Service, look in Central Administration:
– on SP 2007 in Operations > Servers in Farm
– on SP 2010 in System Settings > Manage Servers in this Farm

Clear the SharePoint Configuration cache. The Web Front End servers may be out of sync. For more information and instructions see Clear the SharePoint Configuration Cache for Timer Jobs.

If you experience issues with WSS and MOSS timer jobs failing to complete are receiving errors trying to run psconfig, clearing the configuration cache on the farm is a possible method for resolving the issue. The config cache is where we cache configuration information (stored in the config database) on each server in the farm. Caching the data on each server prevents us from having to make SQL calls to pull this information from the configuration database. Sometimes this data can become corrupted and needs to be cleared out and rebuilt. If you only see a single server having issues, only clear the config cache on that server, you do not need to clear the cache on the entire farm.

To clear the cache a single server, follow the steps below on just the problem server.

Stop the OWSTIMER service on ALL of the MOSS servers in the farm.
On the Index server, navigate to:

Server 2003 location: Drive:Documents and SettingsAll UsersApplication DataMicrosoftSharePointConfigGUID and delete all the XML files from the directory.
Server 2008 location: Drive:ProgramDataMicrosoftSharePointConfigGUID and delete all the XML files from the directory.
Delete all the XML file in the directory.

NOTE: ONLY THE XML FILES, NOT THE .INI FILE.

Open the cache.ini with Notepad and reset the number to 1. Save and close the file.
Start the OWSTIMER service on the Index server and wait for XML files to begin to reappear in the directory.
After you see XML files appearing on the Index server, repeat steps 2, 3 & 4 on each query server, waiting for XML files to appear before moving to subsequent servers.
After all of the query servers have all been cleared and new .xml files have been generated, proceed to the WFE and Application servers in the farm, following steps 2, 3, 4 and 5 for each remaining server.
Top

Issue 3: Copying a File Failed

This is the error message that you get: “Copying of this file failed. This operation uses the SharePoint Administration service (spadmin), which could not be contacted. If the service is stopped or disabled, start it and try the operation again.”

Resolution:

For instructions and more information, see this MSDN article.
Top

Issue 4: Resources Scoped for one Web App must be deployed to more Web Apps

This is the error message that you see: “This solution contains resources scoped for a Web application and must be deployed to one or more Web applications.”

Resolution:

Usually this can be resolved by running the Bamboo GUI installer, removing the product, and then reinstalling it.

We have also found that if the solution is showing up in the Solution Management page as installed but not deployed, you can try to run a manual deployment using stsadm.

See Best Practices for Installing Bamboo Products

Also see MSDN Issues Deploying SharePoint Solution Packages
Top

Issue 5: Cannot Find a Certain File

After an apparently successful deployment, you see errors about not being able to find file(s) when attempting to view products on a page.

Resolution:

Be sure to exclude directories such as %systemroot%Program FilesCommon FilesMicrosoft SharedWeb Server Extensions from file level antivirus scanning, or you may find that files that were deployed in that directory will be removed when the antivirus scan runs.

For more information, see this TechNet article.
Top

The search request was unable to connect to the Search Service

Issue:

You searched by entering search criteria in the Search in all columns for box. When you click the Search button, you see the error shown.

Resolution:

This error is because the out-of-the-box Search Service in your SharePoint farm hasn’t been configured yet. If you try the same search using the out-of-the-box SharePoint Search, you will see a similar error message.

Because the Search in all columns for features uses the SharePoint Search, it will not work properly if the SharePoint Search is not configured.

The Bamboo Web License Manager does not show up in Central Administration. How do I fix that?

The Manage My License Keys link is only displayed in SharePoint Central Administration if the Bamboo Web License Manager Web application feature has been installed and activated.

During the installation of the Bamboo Web License Manager, on the Deployment Targets step, the option to automatically activate features is enabled by default. If this checkbox was deselected, the Bamboo Web License Manager feature will not be activated automatically after it is installed and you will need to activate it manually by following the steps below.

Step	Action
1.	Access SharePoint Central Administration as a member of the SharePoint Farm Administrators group.
2.	On the Central Administration home page, select Manage web applications in the Application Management section.
3.	In the Web Applications Management page, click the SharePoint Central Administration v4 web application.
4.	Notice that the Web Applications ribbon appears. Click the option Manage Features in the ribbon. The available features are listed.
5.	Locate Bamboo Web License Manager feature and click Activate.

A Configured Field Does Not Appear in my Custom UI

Issue

When creating a custom UI you added several columns to the layout. All but one appear. Why doesn’t the last one appear?

Resolution

Make sure that you have selected the columns you would like to display in the Search Criteria Configuration page.

By default, only the selected columns will appear in the Field Control list in the HTML Editor (shown here).

However, it is possible to edit the HTML and add columns that may not be on the list. If an extra column is added to the layout and it is not in the Search Configuration, it will not appear on the custom search criteria layout.

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

SharePoint 2010

SharePoint 2013

SharePoint 2016

Operating System

Microsoft Windows Server 2008

64-bit edition of Windows Server 2008 R2 Server Pack 1

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

Microsoft Office SharePoint Server 2010

Microsoft SharePoint Foundation 2013

Microsoft SharePoint Server 2013

Microsoft SharePoint Server 2016

Browser

Microsoft Internet Explorer 8 or higher

Microsoft IE 10 or higher

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.

Some of our products which are not Web Parts are installed on an individual’s desktop or laptop. Examples are List Bulk Import and User Profile Sync. The requirements for these products are dependent on the operating system on which they are used.

Operating System

Windows Vista (32-bit or 64-bit)
Windows 7 (32-bit or 64-bit)
Windows 8 (32-bit or 64-bit)
– Windows Identity Foundation 3.5
Windows Server 2003 or 2008 (32-bit or 64-bit)
Windows Server 2012 (64-bit)
– Microsoft .NET Framework 3.5
Windows 10 (32-bit or 64-bit)
– Windows Identity Foundation 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

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.

IMPORTANT: 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.
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.

Search results are sorted by the selected column.

What Site Collection Features are associated with my Bamboo product?

For information about how to activate a SharePoint Site Collection Feature, see Activating a Bamboo Site Collection Feature. If you know how to activate, but just aren’t sure which site collection feature goes with which product, see the table below.

If you are wondering about Site Features, rather than Site Collection Features, see How to activate a Bamboo site feature.

Product	Site Collection Feature Name	Mandatory?
Alert Plus	Bamboo Alert Plus Web Part	Yes
Calendar Plus	Bamboo Calendar Plus Web Part	Yes
Chart Plus	Bamboo Chart Plus Web Part	Yes
Column Level Security	Bamboo Column Level Security Column	No
Community Central	Bamboo Community Central Add Blog Comment Web Part Bamboo Community Central Content Types Bamboo Community Central Reporting Web Parts Bamboo Community Central Search Result Bamboo Community Central Supporting Web Parts	Yes
Cross List	Bamboo Cross List Web Part	Yes
Cross Site Display	Bamboo Cross-Site Display Web Part	Yes
Custom Identifier Column	Bamboo Custom Identifier Column	No
Data-Viewer	Bamboo Data-Viewer Web Part	Yes
File Share Library	Bamboo File Share Library	Yes
Filters Collection	Bamboo SharePoint Filters	Yes
Grants Management	Bamboo Grant Master Site Template Bamboo Grant Project Site Template	Yes
Group Email	Bamboo Group Email Web Part	Yes
Group Redirect	Bamboo Group Redirect	Yes
Hello	Bamboo Hello Web Part	Yes
In/Out Schedule Board	Bamboo In and Out Schedule Board Bamboo Solutions – SharePoint In/Out Schedule (is this old?)	Yes
Knowledge Base	Bamboo KB Accelerator Reporting WebPart Bamboo KB Admin Site Template Bamboo KB Admin Site Template R2 Bamboo KB Client Site Template – Meeting Workspace Bamboo KB Client Site Template – Team Site Bamboo KB Client Site Template R2 Bamboo Knowledge Base Accelerator Bamboo SharePoint Secure Trim Web Part	see bolded
KPI Column	Bamboo KPI Column Bamboo KPI Column Display WebPart	see bolded
List Consolidator	Bamboo List Consolidator Web Part	Yes
List Print	Bamboo List Print	Yes
List Rollup	Bamboo List Rollup Web Parts Bamboo List Rollup XSLT Data View NOTE: In releases prior to R7.x, the farm solutions listed below were included in the List Rollup: Bamboo List Rollup Classic Edition Bamboo List Rollup Grid View Bamboo List Rollup Schema Designer The individual web parts are still available in R7.x, just now bundled into the single site collection feature called Bamboo List Rollup Web Parts	see bolded
List Rotator	Bamboo List Rotator Web Part	Yes
List Search	Bamboo List Search Advanced Web Part Bamboo List Search Simple Web Part	Yes
Lookup Selector Column	Bamboo Lookup Selector	No
Mini-Calendar	Bamboo Mini-Calendar Web Part	Yes
My Alerts Organizer	Bamboo My Alerts Organizer	Yes
Navigators	Bamboo Navigator Site Action Menu Bamboo Navigator Web Parts	Yes
Project Management Central	Bamboo Gantt Chart Web Part Bamboo PM Central Department Level Site – Lite Bamboo PM Central Projects Site Creation Area Bamboo PM Central Top Level Site – Lite Template Bamboo PM Project Site – Lite Template Bamboo PM Project Site – Stand-alone template Bamboo Project Central Content Types Bamboo Project Central Supporting Web Parts PM Central installation files include a utility (called the Bamboo Feature Activation Tool) that will automate the activation of Site Collection features needed for PM Central. Using this utility will be MUCH easier than activating everything manually.	see bolded
Poll	Bamboo Poll Admin Web Part Bamboo Poll Voting Web Part	Yes
Project Portfolio Dashboard	Bamboo Project Dashboard Data Mapping Bamboo Project Portfolio Dashboard	see bolded
Rating Column	Bamboo Rating Web Part	Yes
Rich Text Column	Bamboo Rich Text	No
Site Creation Plus	Bamboo Site Creation Plus	Yes
Task Master	Bamboo Task Master	Yes
Team Calendar	Bamboo Team Calendar	Yes
Time Tracking and Management	Bamboo Time Tracking and Management Reporting Web Part Bamboo Time Tracking and Management Site Template Bamboo Time Tracking and Management Web Parts	Yes
Tree View	Bamboo Tree View Web Part	Yes
User Account Setup	Bamboo User Account Setup Web Part	Yes
User Directory	Bamboo User Directory Web Part	Yes
User Profile Plus	Bamboo User Profile Plus	yes
User Redirect	Bamboo User Redirect	Yes
Validator Column	Bamboo Validator Column	Yes
Virtual Map View	Bamboo Virtual Map View Web Part	Yes
Visual Indicator Column	Bamboo Visual Indicator	Yes
Wiki Publisher	Bamboo SharePoint Wiki Publisher	Yes
Workflow Conductor	Bamboo Workflow Conductor Feature Manager Bamboo Workflow Conductor Studio Bamboo Workflow Conductor Web Parts Bamboo Workflow Conductor Widgets Bamboo.StartWorkFlow.wsp	see bolded
World Clock and Weather	Bamboo World Clock And Weather Web Part	Yes

Simple Searching

To perform a search with List Search Simple, simply enter search terms in one or more search criteria fields and click the Search button.

The example below shows a search for tasks in a task list that have not started or where a task status is in progress AND where the start date is before a selected date. Behind the scenes, the web part is using a CAML query to find results based on the search criteria.

See also:

How to Search Multiple Columns

You can search in more than one field at a time by entering values in multiple search criteria fields. Depending on which option was selected when the web part was configured, search terms will be joined with either the OR or the AND operator.

With the OR operator, items will be displayed in the search results if they match any of the search terms.
With the AND operator, items will be displayed in the search results only if they match all search terms.

Contact your SharePoint site administrator if you are not sure which option is configured for the web part.

See also:

Searching in All Columns

If the Allow users to search in all columns option is selected in the Web Part settings, a field called Search in all columns for will be displayed in List Search Simple . Enter one or more search terms in this field to search text in all columns of the SharePoint list or library. If configured, this search will also include the content of list item attachments or document library files.

IMPORTANT: This search leverages the SharePoint Search Service and requires that SharePoint Search be enabled and configured. For an item to be found using the Search in all columns for field in List Search Simple , you must also be able to find it in SharePoint Search.

Entering search terms in the Search in all columns for field overrides any search terms entered in other search criteria fields. The Search Criteria Join Operator setting does not apply to this field. For help combining multiple search terms, read Search String Tips and Tricks.

See also:

Configure Search Criteria

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Overview of the Simple Search Configuration Tool Pane

Each instance of the List Search Simple Web Part can search one SharePoint list or library.

In the Search Criteria Configuration settings page, identify the list or library to search and define search criteria.

Select a List or Library to Search
Search Columns
Individual Column Search Options
All Inclusive Search

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Select a List or Library to Search

Click Search Criteria Configuration in the Search Settings section of the List Search Simple Web Part Settings page.

Step	Action
1.	In the Enter a SharePoint site URL box, type the path to the SharePoint site that contains the list or library to search. The site can be part of any site collection in the Web application. Site URLs can be absolute (http://servername/site) or relative (./site). Bamboo recommends using a relative URL, especially if the Web application has multiple access points using Alternative Access Mappings (AAM) or if the Web Part will be saved as part of a site template.
2.	Click the button to populate the Available Lists and Libraries.
3.	In the Select a list or library drop-down list, select the list or library to use as the source for your search.

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Search Columns

Select the list or library columns you want users to be able to search.

NOTE: If you do not select any columns, List Search Simple will only display a single column to search all columns (if that option is enabled).

To make a column searchable, select it in the Available Columns list on the left and click the > button to add it to the Selected Columns list on the right.

Hold down the SHIFT or CTRL key to select and move more than one column at a time.
To add all columns to the searchable columns list, click the >> button.
To remove a column from the list of displayed columns, select the column or columns to remove and click the < button.
To remove all columns, click the << button.
The order that the columns are listed will be the order that they appear to end users. To reorder the displayed columns, select a column in the Selected Columns list and click the up or down arrow to move the selected column one position.

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Individual Column Search Options

Whole Word Search/Partial Word Search: Select the method to use for matching search terms in item text. Whole Word Search will only find a match when the string in the search field matches the entire word in the item text. For example, if the search value is Test, only items containing the exact word Test will be returned, not items containing Testing or Tests. Partial Word Search will match the search string anywhere it occurs. For example, the search string Test would match Test, Tests, or Testing.
Auto-fill default column value: For any SharePoint Single line of text column in the list or library that has a default value configured, the List Search Simple Web Part will display the default value as the default search term when this option is checked.

NOTE: This option currently applies to Single line of text columns only.
Disable drop-down menu for Lookup columns: Check this option to display the search box for SharePoint Lookup columns as a text box instead of a drop-down list of choices.

IMPORTANT: Bamboo recommends disabling Lookup fields if the lookup list has more than 200 items. Populating the drop-down list for large Lookup columns can slow the performance of the List Search Simple Web Part.

Search Criteria Joining Operator: If search terms are entered in more than one column, the Search Criteria Joining Operator selection determines how a match is found by joining each individual column criteria.
- Select the OR operator to display items that match any search term.
- Select the AND operator to display items only if they match all search terms.
  
  End users can add additional Boolean operators to their search criteria. See Search String Tips and Tricks for more information.
  
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All-Inclusive Search Options

Sometimes users aren’t sure what column to search in. When this is the case, the List Search Simple Web Part can leverage the SharePoint Search service to allow searching in all list or library columns using a single search field.

Check the option Allow users to search in all columns to add an additional field (highlighted below) to the search criteria list called Search in all columns for. Users will be able to enter search criteria in this column if they aren’t sure which specific column to search in.

If this option is not checked, only the columns selected in the Search Columns configuration section will be displayed.

IMPORTANT:

SharePoint Search must be enabled and configured in your SharePoint farm and the list/library content must be indexed for searching in order to use the all-inclusive search option.

End users choose to search in all columns (all-inclusive) OR search in specific columns, regardless of the Search Criteria Joining Operator. It is not possible to search by entering criteria in both places.

When the Allow users to search in all columns option is checked, the following additional features define search behavior:

Search scope title: To improve search performance, enter the smallest SharePoint Search scope that includes the list data you want to search.

NOTE: Search scopes are only configurable in MOSS 2007 or SharePoint Server 2010. In SharePoint 2013 they are called Result Sources.
Include document content: Check this option to also search the text in list item attachments and document library items.

NOTE: Only document types that are indexed for SharePoint Search can be searched with the List Search Simple Web Part. For more information about searching documents, consult the documentation for your SharePoint version.

To display only the Search in all columns for field, remove all other columns from the Search Columns list.

In order for results to be found using the Search in all columns for field, the configured list must be included in the SharePoint Search configuration. If searches using the List Search Simple don’t return the expected results, be sure the list contents are indexed and can be found using the out-of-the-box SharePoint Search.

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Configure List Search Results

Overview of the Simple Search Configuration Tool Pane

The Search Results Configuration settings define how search results are displayed in the List Search Simple Web Part. These settings provide you a way to customize what you prefer your users within your environment can see and interact with when they use List Search Simple. Listed in the table below are the sections of the web part settings that you can control to optimize search results for your organization.

Define the columns and view options for the search results grid:

Section	Description	Display
Use existing list view	When this option is checked, the columns displayed in the search results, number of items displayed, and the item sort order will match the settings configured for the list view selected in the Available List Views drop-down list. Additionally, checking Display List View Selector will allow end users to select an existing list view to determine which columns are shown in the search results.	NOTE: Changing the list view configuration in the SharePoint list will affect the search results display in List Search Simple.
Define custom view options	If you are worried about someone changing your selected list view without letting you know, you can configure the search results display options specifically for this instance of your List Search Simple. Choose this option. Select the columns to be displayed by highlighting the column in the Available Columns list and clicking the > button to move it into the Selected Columns list. Control the number of items to display per results page as well as the item sort order.	Highlight several columns at once by holding the CTRL key while selecting the next column in the Available Columns list.
Search Result Options	Display both search criteria and search results: When this option is checked, search results will be displayed below the search criteria. When the option is unchecked, the search criteria will be replaced by search results. Allow printing of search results: When this option is checked, the Print button is available on the search results screen. Allow export of search results to Excel: When this option is checked, the Export to Excel button is available on the search results screen. Enable filtering from column headers: When this option is checked, users can filter and sort search results using the column headers as filter and sort values to narrow and sort their search respectively. Enable CallOut Preview Menu (Availble for Document Libraries in SharePoint 2013 Only): When this option is enabled, classic context menu will be replaced with SharePoint 2013 callout menu that display the preview of the document as well as other properties to manage document. Highlight search terms in results: When this option is enabled, search queries and terms are highlighted in the result set.

Search String Tips and Tricks

Following are some tips and tricks for creating search strings:

To search text columns for a specific phrase:

Surround the phrase in quotation marks. For example, to search for professional services but not professional installation services, enter “professional services“.
Alternatively, to exclude specific words from the results, prefix the word with a minus sign (-). For example, to find all kinds of professional services except professional installation services, enter professional services -installation.

To search a text column for any of several words:

Simply enter all the words separated by spaces. Entering multiple words in a search box implies an OR between each word. You can also enter the OR explicitly. For example, to find items related to services or quotes, you can enter the search term services quote, which implies services OR quote.

To search a text column for *all* of several words:

Separate each word with AND (not case-sensitive) or the plus sign (+). For example, to search for quotes that are also renewals, enter quote AND renewal or quote+renewal.

All of the search tips above are also valid for the full text search field Search in all columns for.

When searching using date fields:

List Search Simple provides several operators in addition to Is Equal:
Use Is Before or Is After to match results on or before/after the specified date.
Use Is Between to match results between two dates, inclusive.
Use Is Near to match results within a specified number of days plus or minus the date, inclusive.
Match more than one value for Choice or Lookup columns (with an OR operator) by selecting each value in the drop-down list for the column.
Yes/No columns can be searched by selecting either Yes or No (or both) in an option drop-down list in the search form. If a list item has neither option selected, match it by clearing both selections in the search form. “Not selected” is not the same as “Yes” OR “No”.

See also:

Required Installation Permissions

The installation account must be a member of the local server Administrators group and have the db_owner role for the SharePoint configuration database.

To automatically activate site collection features during installation (optional), use an account that is also a SharePoint site collection administrator.

If the installation account is not a Site Collection Administrator for all site collections in a web application, then you should choose to not automatically activate the solution during the installation. Site Collection Administrators can activate the solution when they are ready to use it in their site collection.

How to modify a web.config file using PowerShell

Background

Some custom SharePoint products make changes to the web.config file of a web application via SPWebConfigModification calls in order to support particular features. There is a web.config file for each web application on your farm and they reside on each WFE server. If your farm has 3 WFE servers and 2 web applications, you have 6 web.config files.

For SharePoint 2010, Bamboo product installs may add entries to the web.confg to support Telerik functionality. Telerik is a 3rd party that provides some user interface controls for some Bamboo products. See Bamboo products that use Telerik for a list.
For SharePoint 2007, Bamboo product installs may add entries to the web.confg to support Telerik and AJAX functionality. We use AJAX to allow web applications to send data to, and retrieve data from, a server asynchronously (in the background) without interfering with the display and behavior of the existing page. See Bamboo products that use AJAX for more information.

At times, some of these changes need to be modified (via additions to the web.config), or partially removed for particular web applications on your SharePoint farm.

It is neither recommended nor a best practice to manually update a web.config file. Manual changes are not tracked by SharePoint in the configuration database; as such, they will likely cause future problems for users on the farm. For example, when creating a new web application, the new web.config is generated automatically by SharePoint and the auto-generated file will not include any changes that were made manually.

Resolution

Use PowerShell to programmatically remove or add web.config modifications so that changes are updated in the configuration database as well as on the server(s). An added benefit of making changes via PowerShell is that SharePoint will propagate the changes, so if you have 6 web.config files on your farm, you need to run the PowerShell script only once.

For more information, please see:

Release Notes for List Search

List Search Simple (HW11A)

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:

List Search Advanced (HW11B)

NOTE: Release Notes will open in a new browser tab

WSSv3/MOSS	SharePoint 2010	SharePoint 2013
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: How to Migrate Your Bamboo Products to SharePoint 2013 How to Move Bamboo Product Licenses to SharePoint 2013

WSSv3/MOSS

SharePoint 2010

SharePoint 2013

Release Notes

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:

Best Practices for a successful install

Follow these guidelines to ensure a successful installation:

No.	Function
1.	Back up your system.
2.	Make sure that your system meets the requirements listed in the System_Requirements section.
3.	Installing PM Central, Community Central, Grants Management, or other applications may upgrade some Bamboo components previously installed in your SharePoint farm. For example, PM Central includes the Data Viewer Web Part (among other things) and installing PM Central may upgrade the Data Viewer Web Part that you may have previously installed. Before installing PM Central or another Bamboo application, make sure you understand the effect upgrading installed components will have on your existing solutions.
4.	Before installing, review information about where to run the Setup program in Location of Install Files and the Required Installation Permissions. This information is shown on the Installation/Setup program interface, but is also available from the links above.
5.	If you are upgrading an existing, installed product rather than installing it for the first time, read the information about Upgrading for the product you are interested in. The upgrade process is slightly different than installing for the first time.
6.	On all servers in the SharePoint farm where the solution will be deployed: Go to Start > Administrative Tools > Services and stop or restart the following services: Stop the World Wide Web Publishing Service on all servers. Do this step first because it prevents users from accessing sites during installation and files that may need to be updated from being locked. Note: If your SharePoint environment is configured for Claims Based Authentication or is running SharePoint 2013 or SharePoint 2016, you should NOT stop the World Wide Web Publishing Service if you wish to automatically activate product features during installation. Read SharePoint 2010 solution deployment when Claims Based Authentication is configured for more information. Restart the Microsoft SharePoint Foundation Timer service (called SharePoint Timer Service for SharePoint 2013 and 2016, SharePoint 2010 Timer service if you are using SharePoint 2010, or Windows SharePoint Services Timer service if you are using SharePoint 2007) on all servers. Do this step even if the service is currently running. It will ensure no files that may need updating are locked. Restart the Microsoft SharePoint Foundation Administration service (called SharePoint Administration in SharePoint 2013 and 2016, SharePoint 2010 Administration service if you are using SharePoint 2010, or Windows SharePoint Services Administration service if you are using SharePoint 2007) on all servers. Do this step even if the service is currently running. It will ensure no files that may need updating are locked.
7.	Review the Options for Installing.

Return to Installing for the first time

Printing and Exporting Search Results

Return to Working With Search Results

If the options to allow search result printing and exporting are enabled in the Search Results Configuration, the Print and Export to Excel buttons are available when search results are displayed.

To print results from your search:

Step	Description	Result
1.	Click the Print button to format search results for printing and send them to your printer.

To export results to Excel:

Step	Description	Result
1.	Click the Export to Excel button to export search results to a Microsoft Excel spreadsheet.

See also:

Overview of the Installation/Setup Program

Options for Installing

IMPORTANT: As of April 2017, Bamboo no longer includes the Installation/Setup Program in product download packages. Please see Overview of the Updated Installation Process for Bamboo components for details.

There are several areas of note in the Installation/Setup program interface, shown below.

No.	Function
1.	The Setup program contains links to various product components listed under the Components header on the left. Click on any of these links to view additional information about the component on the right. The product components fall into the following categories: Prerequisites: Some products include prerequisite components that must be installed before the Bamboo product core components. Not all products will have prerequisites. Examples of prerequisites include the Microsoft Exchange Web Services (EWS) Managed API, Shared Assemblies Library, Microsoft AJAX Extensions, and Bamboo AJAX Config. If you have more than one Bamboo product installed on your farm, some of the pre-requisites may already be installed. Core Components: The product will include one or more core components that are required for the Bamboo product to work. Optional Items: Optional items provide additional features or functionality but are not required to use the Bamboo product. Not all products will have optional items. Licensing: All products will include the Bamboo Web License Manager or Bamboo License Manager. Licensing is required to activate a product license. It is not required during 30-day product trials. If you have previously installed the Bamboo Web License Manager with another Bamboo product, it may not be necessary for you to install it again. Help: When clicking the Help component, you will see links for the Online Documentation and other product-related resources. Click the Home icon () at the top of the components list to return to the Setup main page.
2.	The Installation Location section will tell you where to run the Installation/Setup program for the selected component. Read this information carefully before proceeding.
3.	The Required Installation Permissions section will explain required permissions for the selected component. Read this information carefully before proceeding. If the person running the installation/setup doesn’t have the appropriate level of permission, the install will fail.
4.	When ready, click the Install button to begin the installation process. It will do a few system checks, ask you to agree to our End User License Agreement, ask which Web Applications you want to install to (you don’t have to pick any), and ask if you want to automatically activate the solution on the selected web apps. When the install is complete, it will display an Installation Summary that you should review carefully. See an example below.

Click here for information about running the installation or go back to Installing for the first time… topics.

Overview of the Updated Installation Process for Bamboo components

Options for Installing

In April 2017, with the Q1 Cumulative Update (CU) 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. The install package downloaded from My Bamboo is now a *.zip file rather than a self-extracting executable.

The installation process was updated based on feedback from our customers. We are excited about the benefits the new processes offer:

Benefits
The processes are now very transparent; you know exactly what happens during the install/upgrade/uninstall. If you want/need to modify the scripts for your farm, you can do that.
If you are upgrading to a new version of a Bamboo product or if a new install updates a shared component used by another Bamboo product installed previously, the installed solution is saved before the upgrade. If the new install fails, you can easily rollback to the previously installed solution.
Rather than deploying each solution individually, deployments are queued which minimizes farm disruption by reducing the IIS Resets on the farm.
By design, the scripts are written to be compatible with PowerShell versions found on an SP2010 WFE server. Written to use the features of the older version of PowerShell, the scripts are simple and should work the same in all environments. If you would prefer to employ some PowerShell features available in new versions (e.g., output results to the grid/table), you can modify the scripts to use the PowerShell features available in your environment.

Please note the following for the new scripts:

The script installs all the WSPs found in the installation folder, in alpha order
The install/upgrade script deploys to all content web apps. If you would prefer to deploy to a single web app, you can modify the script or deploy via Central Administration.
Uses Upgrade instead of Install for existing components.

For additional information about how to use the updated processes:

Overview of List Search Web Part

If you need to search one or more lists, List Simple Search and List Advanced Search Web Parts help users yield maximum search results. These Web Parts present a simple, straightforward search interface for a single list without confusing field lists. Our Web Parts allow users to modify the scope of the search and also allow for AND/OR operator functions, providing functionality beyond the basic search capabilities of SharePoint.

List Simple Search

The List Search Simple Web Part is intended for you to configure for your end users. It presents a simple, straightforward search interface for a single list without confusing field lists or Boolean operators. The search results are presented like a SharePoint list view that is familiar to most end users.

The List Search Simple Web Part allows you to configure the Web Part so that end users can quickly search a preconfigured list using preconfigured search criteria. The end user only enters in search criteria and views the search results. In the Web Part properties:

Select which list you want to search and the specific fields from the list that you want to search with.
Indicate that the search is always an And search or an OR search.
Select which List view you want to use to display the search results.
Select whether you keep the search criteria on the same page with the search results.
Allow users to select default values in search fields.
Allow users to print the search results.
Allow users to perform a key word search in all list columns.
Translate the Web Part user interface to French, Spanish, German or English, or customize the translation to a language of your choice.
Customize the look and feel of the Web Part user interface by modifying the HTML source code and Web Part CSS.

List Advanced Search

The List Search Advanced Web Part provides you with the flexibility to easily create an advanced search interface to allow end users to perform a complex query on a large lists, such as issues or tasks, using all available fields with Boolean operators and grouping.

The List Search Advanced Web Part enables you to allow end users more control over their search options. The end user can select the list to search and the list view for displaying search results, use Boolean operators to narrow the information in the search results, and group search criteria. You can configure the Web Part to:

Specify a set of lists to be available for the user to select from for searching.
Search within a List Rollup data view, created by a Bamboo List Rollup Web Part. (NEW)
Keep the search criteria on the same page with the search results.
Allow users to print the search results.
Disable lookup fields to control Web Part performance.
Translate the Web Part user interface to French, Spanish, German or English, or customize the translation to a language of your choice.

Overview of Licensing and Product Activation

When to Activate

After you purchase, you receive License Keys to use to activate the product license on each WFE server on your farm. License Keys never expire. See How many License Keys do I need for my SharePoint farm for more information. You can use a license key on only one server at a time. Servers in non-production (i.e., Staging, Test, Dev) farms require licenses too, just like servers in your production farm.

Activating a Standard Product License

For most Bamboo products, license keys are required for each WFE server in the SharePoint Farm. For certain products, such as Alert Plus or List Rollup, additional license keys may be required for application servers as well to use certain features. See Activating Your Bamboo Product License

Suites, Packs, Libraries, and Toolkits

For Bamboo Suites, Packs, Libraries and Toolkits, a single license activates all the products in the suite or pack for a specific WFE server. See Overview of Suite or Pack Licensing.

Keyless Licensing

On very large farms with several Bamboo products installed, it is often difficult to manage so many license keys. Bamboo offers keyless licensing for these scenarios. Please contact your Sales Manager for more information about keyless licensing.

Use the Bamboo Web License Manager to activate Bamboo products install on the SharePoint farm. For additional details, please see

Installing the Bamboo Web License Manager
Activating Your Bamboo Product License
Activating My Bamboo Product License Offline if your server doesn’t have access to the Internet.

Desktop Applications

Some Bamboo products are not installed on the SharePoint farm, but on a PC or server somewhere on your network. To activate the license for these products, please see Activating a Bamboo Desktop Product Using the License Manager.

Moving or Migrating your farm

If you are moving your SharePoint farm to new servers, please see Migrating my Bamboo Product License to a New Server. Licenses are activated to a particular hardware profile of the server. If the profile changes (i.e., you add a hard drive), the license will require migration.

If you have migrated your environment to a new SharePoint version (i.e., from SharePoint 201 to SharePoint 2013), see Migrate your Bamboo Product License Key From one SharePoint version to another. License keys for products running in different SharePoint versions are different. On-Prem Bamboo products on active support are eligible for no-cost upgrades to a newer SharePoint version (2016/2019/2022) as long as the two farms are not running concurrently for more than 60 days. Migrations to Microsoft 365 will require the purchase of new licenses. However, we do offer a discount for customers on current support for an on-premise product that has a Microsoft 365 equivalent

Trials

For product trials, no license is required. If you are wondering about the status of your trial or when it will expire, please see

Overview of List Search

An example of the interface of the List Search Simple Web Part is shown here. You can change the list/library searched, columns displayed, and the order in which the search columns are displayed when configuring the web part.

Item	Description
1.	Users may enter search text within any displayed text box. The label associated with each search column is the column name defined in the list. See Simple Searching, Search String Tips and Tricks, and Searching Multiple Columns
2.	The controls (i.e., text box, drop down selection box) that are displayed are based on the field type. The Start Date and Due Date columns are date fields so the control uses the date picker icon. Click that to open a calendar to choose a date on which to search.
3.	Fields of type “choice” list the valid choices with a drop-down selector.	As shown here for the Status column, the drop-down choices contain the options configured for the column in the list settings. Example of the valid choices for the Status column: Like filtering in an out-of-the-box list view, with List Search Simple, you can select more than one choice when searching on Choice columns. For example, click In Progress and Not Started to find all active tasks in a task list.
4.	If you are not sure which column to search in, enter you search text in the Search in all columns for box. This option uses the SharePoint search engine to find items to display in the results list. Not only does it search all columns, it may also search the content of attached files if they are a supported format. See Searching in All Columns for more information. IMPORTANT: Notice the word OR on the interface. This divides the search utility to look for the results based on your choices above OR by keywords or text that you enter in the Search in all columns for box. These two sections work independently; do not enter criteria in both sections. If you want to use criteria from both sections to find results, use the Search in all columns for box to generate results and then narrow the results further by filtering or sorting the results. See Search Results Configuration for more information.
5.	When you interact with List Search Simple, simply enter your search criteria and click the Search button to generate results. See Working With the Search Results for more details about the results.
6.	If necessary, you can clear the criteria entered by clicking Reset on the web part interface.
7.	If enabled, you can select a List View to determine which columns are displayed in the search results.

Overview of List Search Simple Configuration Tool Pane

To configure List Search Simple, add the web part to a page and modify the properties.

Click the List Search Simple Web Part Settings button to display the Web Part Settings page.

IMPORTANT: You must disable pop-up blockers for the site to display the Web Part Settings.

There are several areas to configure on this web part; click the links below for details about configuring all sections of List Search Simple.

When you are finished configuring the web part, click the Save & Close button in the Web Part Settings page, and then click Apply and then OK in the Web Part tool pane as shown above.

Overview of Bamboo Product Trials

Overview of Licensing and and Product Activation

Try our products before you buy!

Trials are fully functional for 30 days from the date of installation.
Once a 30 day trial of a product has been installed on a server or farm, no further trial copies of the same product will function on the server or farm. When a product license key is purchased and activated (even after the trial has expired), the product will continue to work as it did during the trial.
Users who need additional time to evaluate a product will need to request a trial extension from their Bamboo Sales Account Manager (sales@bamboosolution.com).
There is no functional difference between the trial and purchased version of our products, with the exception of List Bulk Import and List Bulk Export. When a trial user purchases a license, it is not necessary to install a new version to replace the trial. You simply activate the license of the “trial” copy. Any configuration done on the product during the trial period will remain after the license is activated.
The List Bulk Import and the List Bulk Export product trials are limited in the number of items that can be imported/exported. Regardless of the number of items in an import file or in a SharePoint List/Library, only 15 items will be imported/exported with the trial version of these products. Once the license is activated, this restriction is lifted.

Overview of the new Bamboo product Logging

In April 2017, Bamboo released Bamboo.Logging v3.1.0.0 with the Q1 (2017) Cumulative Update of Bamboo component products.

In response to customer feedback the new logging version uses SharePoint ULS logs by default, instead of the the Bamboo logs. The main benefits of this change are:

Bamboo Log files will not fill the C: drive on WFE servers. Previously, Bamboo products reported errors to proprietary log files located in C:WindowsTempBambooSolutions on each web front end server in the farm as described in Error Log Files.
SharePoint administrators are very familiar with ULS logs and the ULS Log Viewer. When Bamboo products log to ULS, SharePoint administrators have one less set of logs to review.
ULS log files can be more easily managed for size and archived, a feature that was not previously available for Bamboo logs.

Bamboo component products installed or upgraded after April 2017 will have the new Bamboo Logging deployed as part of the Bamboo.Framework.wsp solution, which is common to Bamboo products and globally deployed to the SharePoint farm.

IMPORTANT:
1) If you have multiple Bamboo products installed on your farm, some Bamboo log files may remain in C:/Windows/Temp/BambooSolutions until you upgrade all of the Bamboo products.
2) Bamboo applications (e.g., PM Central, Workflow Conductor, In/Out Schedule Board) will not have the new Bamboo Logging until their respective CU’s are available in Q2 2017.

Please note the following for the new scripts:

The script installs all the WSPs found in the installation folder, in alpha order
The install/upgrade script deploys to all content web apps. If you would prefer to deploy to a single web app, you can modify the script or deploy via Central Administration.
Uses Upgrade instead of Install for existing components.

For additional information about how to use the updated processes:

Installing using the updated install process
Upgrading using the updated process
Uninstalling using the updated process

My Search says No Records to Display but I know there are records

Issue

You configured your List Search Simple to search in all columns. The end user entered search criteria he/she knows should return results, but the search reports No records to display.

Resolution

The Search in all columns for feature uses the SharePoint Search. Since you don’t see an error, we know the Search Service is configured. If you searched for the same terms using the SharePoint Search, we expect that you would not find results there either. The lack of results could be due to:

The list you are searching isn’t indexed. Check the Advanced Settings page for the list to ensure that items from the list are allowed to appear in search results.
The list you are searching is configured to allow items from this list to appear in search results, but the crawl/index hasn’t run successfully in awhile. Check the status of the search index/crawl process to ensure it is working as expected.

My product was licensed yesterday and today there is an error; what happened?

License keys are tied to the hardware GUID of the WFE server and if the GUID changes, the license will revert to the trial status. You will need to deactivate the license key and then re-activate the license using the same key.

GUIDs may change when a WFE server is dropped from a farm and then re-added.

IMPORTANT: For products licensed with the Bamboo License Manager (rather than the Web License Manager), the license key is tied to the hardware profile of the PC where the product is installed. If the hardware profile changes (i.e., a hard drive is added), the license will revert to the trial status. You will need to deactivate it and then re-activate it using the original license key. Products that use the Bamboo License Manager include: List Bulk Import, List Bulk Export, and User Profile Sync.

The problem is that the license status will no longer show the license key once the GUID changes, it will show as an expired trial license. See Is there a way to find a lost or unknown Bamboo product license key and then How to move your Bamboo Product License to a new server to resolve this issue.

Overview of moving a Bamboo Product License

To move a license, you need to deactivate the license key for the old server so you can activate it on the new server. A license key can be used on only one server at a time.

If the WFE servers in your SharePoint farm have access to the Internet, see How to move your Bamboo Product License to a new server.
If your WFE servers do not have Internet access, you will need to deactivate the license key via My Bamboo. See How to deactivate your Bamboo Product License is your server doesn’t have access to the Internet.

Customize Search Criteria Layout

Overview of List Search Criteria Customization

It is possible to modify the Layout of the search criteria displayed and also the Styles. This article gives examples of ways to modify the default Layout. If you are interested in keeping the default layout and just changing the Styles, please see Customize Search Criteria Styles.

To customize the layout of the search criteria:

Step	Action	Result
1.	On the Look and Feel Settings page accessed from the Preferences section of the Web Part Settings, click the radio button for Custom search criteria layout
2.	Click Modify Layout button
3.	The HTML Editor window displays. IMPORTANT: The HTML provided in the HTML Editor window is a sample only and must be replaced by your custom HTML. If you find the content in the editor hard to read and you need to scroll back and forth, click the Wrap Text button at the bottom of the window.	NOTE: By default, search criteria are listed vertically in the web part, one per line, in the order defined in the Search Columns list in the Configure Search Criteria page.
The options on the right side of the HTML Edit window are available to help you construct the HTML code:
4.		Field Control contains a list of the search columns defined in the Search Criteria Configuration page. Add a Field Control so users can search on a column. Select a column to insert and provide a CSS class name that can be used later to define the style for the column (optional). IMPORTANT: Don’t manually add any fields that you didn’t specifically include in the search during the Search Criteria Configuration. They will not appear. Place your cursor in the HTML Editor where you want to insert the column and click the <<Insert button. The following text will be inserted: `[@Field:InternalFieldName CSSClass=”ClassName”]` Where: @Field defines the type of control (i.e., text box, radio button, selection list) added to the page. The field control is based on the column type. InternalFieldName is the internal name of the search column. An internal name of a column is also the original column name when the column is created. When a column is first created in a list, the internal/original name and display name match. When the column is renamed, the display name updates to the new name but the internal/original name remains the same. CSSClass= is an optional parameter that allows you to define a unique CSS style to the Field Control. ClassName is the name of the class to apply to the control. IMPORTANT: If you want to include the Search in all columns for search criteria box, you will find it in the Search Control list (see Step 6 below). It is not a Field Control. Adding it to your layout adds the following text: `[@Control:TxtKeywords CssClass="TextBoxSearchKeyWord"]`
5.		Field Label also lists search columns defined in the Search Criteria Configuration page. Use a Field Label as a label for a Field Control you added in Step 4. : If you don’t want to use the Display Name of the column as the label, you can add regular text to your layout, rather than a Field Label. Adding a Field Label is optional. Select a column, define a CSS class name (optional), and click <<Insert to add the label of the search column into the HTML Editor. The following text will be inserted: `[@DisplayName:InternalFieldName CSSClass=”ClassName”]` Where: @DisplayName defines the type of control added to the page. Field labels are typically text. InternalFieldName is the internal name of the search column. An internal name of a column is also the original column name when the column is created. When a column is first created in a list, the internal/original name and display name matches. When the column is renamed, the display name updates to the new name but the internal/original name remains the same. CSSClass= is an optional parameter that allows you to define a unique CSS style to the Field Control. ClassName is the name of the class to apply to the control.
6.		Search Control lists control buttons and fields that can be inserted in the Web Part. Select a Search Control and enter a CSS class name (if desired). Put the cursor in the HTML Editor where you want the control to be displayed and click Insert. The following text will be inserted: `[@Control:BtnControlName CssClass="ClassName"]` Where: @Control defines the type of control (i.e., BtnSearch, BtnReset) added to the page. BtnControlName is the name of the button. Available buttons are: BtnSearch, BtnReset, BtnPrint, and BtnExport. The last control in the list (TxtKeyWords) is not a button, but the control used to enter search text for the Search in all columns for box. CSSClass= is an optional parameter that allows you to define a unique CSS style to the Field Control. NOTE: In the current version, there is no available class for the txtKeyWords control ClassName is the name of the class to apply to the control. Available controls include: Search Button will invoke the search request. Reset Button will clear the search results and search criteria from the Web Part. Print Button will provide the user the ability to print the search results from a printer-friendly window. Export Button will provide the user the ability to export search results to Microsoft Excel. Keywords TextBox will allow the user to Search in all Columns for results.
7.	When you are finished constructing your custom HTML, including all fields and controls you want to include on the search page, click the Save button in the HTML Editor to save the new layout and return to the Look and Feel Settings page.
8.	Click Save & Close in the Web Part Settings window, and then click Apply and then OK in the web part tool pane to view the new layout.

Check this video to see an example.

Migrating List Search Advanced 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.

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

Minimum SharePoint 2010 Product Release	10.8.93	Minimum SharePoint 2013 Product Release	10.8.121.2013

Database Attach Upgrade Method
Issues	The List Search Advanced migrates without any errors or additional steps required.
Resolution	N/A

Migrating List Search Advanced 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.

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	1.8.51	Minimum SharePoint 2010 Product Release	10.8.48

In-Place Upgrade
Issues	The List Search Advanced Web Part migrates without any errors or additional steps required.
Resolution	N/A
Database Attach Upgrade Method
Issues	The List Search Advanced Web Part migrates without any errors or additional steps required.
Resolution	N/A

Migrating List Search Simple from SharePoint 2010 to SharePoint 2013

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

Minimum SharePoint 2010 Product Release	20.1.140	Minimum SharePoint 2013 Product Release	20.1.167.2013

Database Attach Upgrade Method
Issues	The List Search Simple migrates without any errors or additional steps required.
Resolution	N/A

Migrating List Search Simple from SharePoint 2007 to SharePoint 2010

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	1.8.64	Minimum SharePoint 2010 Product Release	10.8.60

In-Place Upgrade
Issues	The List Search Simple Web Part migrates without any errors or additional steps required.
Resolution	N/A
Database Attach Upgrade Method
Issues	The List Search Simple Web Part migrates without any errors or additional steps required.
Resolution	N/A

Migrate your Bamboo Product License Key From one SharePoint version to another

Overview of Licensing and and Product Activation

Bamboo Solutions completed its migration of more than 60 Bamboo products to SharePoint 2013 I the fall of 2013. A few years earlier, we completed the migration of many of those same products from SharePoint 2007 to SharePoint 2010.

Bamboo License Keys for previous versions of SharePoint are not valid for newer versions. If eligible, you can retrieve license keys for newer SharePoint versions through the My Bamboo area of the Bamboo Solutions web site.

When you activate product license keys for a newer SharePoint version, the keys for the older version become invalid after 60 days.

Bamboo Policy for Migrating License Keys

To receive a free SharePoint 2010 or SharePoint 2013 license key, you must have a valid Premium Support Contract for the product you are migrating to SharePoint 2010 or SharePoint 2013.

We support a 1:1 exchange of license keys. If your SharePoint 2007 farm had two WFE servers and your SharePoint 2010 farm has four WFE servers, you will need to purchase two additional SharePoint 2010 license keys. The same requirement holds for SharePoint 2010 farms you are migrating to SharePoint 2013.

How to get your new license keys

If you have a valid Premium Support Contract for the product you intend to migrate, follow these steps:

Step	Action
1.	Login to My Bamboo with the Bamboo account that made the original SharePoint 2007 Bamboo license key purchase or an account that can see the purchases.
2.	Click My Orders Product Licenses under the sectionlocated at the bottom of the page.
3.	On the Product Licenses tab of the My Orders page, each product purchased is listed. If an update is available, a Request SP 2013 License button is displayed in the Update Keys column. Click the button for the product you want to migrate. NOTES: 1. The Request SP 2010/2013 License button will not be available unless a Premium Support Contract is in place. 2. If you see something you think is wrong with your Product License listing, please contact your Bamboo Sales Representative at Sales@Bamboosolutions.com
4.	An order will be created automatically and you will be redirected to the order completion page, where you can retrieve the installation package. You will also receive an e-mail that provides you the link to the download package and your SharePoint 2013 License Keys. NOTE: If the text Not Available is displayed, this means either you do not have an active Premium Support contract or there is no SharePoint 2010 version of that product. Please contact your Sales Representative at Sales@bamboosolutions.com for additional assistance. For information about migrating the product, see these topics.

Migrate your Bamboo product from SharePoint 2010 to SharePoint 2013

Overview

This article outlines how to migrate Bamboo products from SharePoint 2010 to SharePoint 2013 (SharePoint Foundation 2013 & SharePoint Server 2013).

NOTE: In order to migrate a Bamboo product to SharePoint 2103 from a SharePoint 2010 environment, you need to ensure that the SharePoint 2010 farm has the appropriate version installed. If your Bamboo product version is older, you may need to upgrade the SharePoint 2010 version before migrating to SharePoint 2013. Please refer to information about the specific products that are installed on the farm you are migrating for possible additional steps needed or limitations of the migration (including whether the product is supported on SharePoint 2013 with the SharePoint 2010 look and feel).

For additional information about upgrading your existing SharePoint 2010 Farm to SharePoint 2013, read these TechNet articles:

Bamboo Solutions supports the Database Attach upgrade method for upgrading to SharePoint 2013. The migration of Bamboo products deployed on SharePoint 2007 environments directly to SharePoint 2013 Farms is not supported. These environments must be migrated to SharePoint 2010 first. Bamboo also does not support the downgrade of SharePoint editions during a migration. (i.e., SharePoint Server 2010 to SharePoint Foundation 2013)

Migration Steps

Step	Description
1.	Before migrating, update the Bamboo products you have in SharePoint 2010 to the latest available release.
2.	Uninstall any products that are not available on SharePoint 2013. Cross List is an example of a product that was not ported to SharePoint 2013. If you do not remove the Bamboo Cross List from the SharePoint 2010 farm before migrating, the migration will fail because the feature will not be available in the SharePoint 2013 farm.
3.	Retrieve the SharePoint 2013 installation package and license keys for the Bamboo products you are migrating. See Migrate your Bamboo Product License Key From one SharePoint version to another for additional details. Install the Bamboo products on the SharePoint 2013 farm.
4.	Backup the SharePoint 2010 content database and attach it to the SharePoint 2013 farm. If the database attach fails, see steps 1-3 above. IMPORTANT: Follow Microsoft’s Upgrade databases from SharePoint 2010 to SharePoint 2013 article to perform the database-attach migration.
5.	After the 2010 content databases have been successfully attached and upgraded to SharePoint 2013, you MUST retract and redeploy (or uninstall and reinstall) your Bamboo SharePoint 2013 products on the SharePoint 2013 farm. This process removes the SharePoint 2010 Web Part references and replaces them with SharePoint 2013 references in the newly attached content databases. This is not a Bamboo specific step. It must be performed for most 3rd party SharePoint software installations. If this step is skipped users will usually see errors when adding web parts to pages. IMPORTANT: If you have a staged migration that moves content databases in stages, you need to retract and re-deploy after each database (or group of databases are attached.
6.	Perform the permanent Visual Upgrade to upgrade your SharePoint 2010 site collections to the SharePoint 2013 Look and Feel. IMPORTANT: Bamboo does not support our SharePoint 2013 products running on a SharePoint 2013 server using the SharePoint 2010 Look and Feel.

Migrate your Bamboo product from SharePoint 2013 to SharePoint 2016

Overview

This article outlines how to migrate Bamboo products from SharePoint 2013 to SharePoint 2016.

NOTE: In order to migrate a Bamboo product to SharePoint 2106 from a SharePoint 2013 environment, you need to ensure that the SharePoint 2013 farm has the appropriate version installed. If your Bamboo product version is older, you may need to upgrade the SharePoint 2013 version before migrating to SharePoint 2016. Please refer to information about the specific products that are installed on the farm you are migrating for possible additional steps needed or limitations of the migration.

For additional information about upgrading your existing SharePoint 2013 Farm to SharePoint 2016, read these TechNet articles:

Bamboo Solutions supports the Database Attach upgrade method for upgrading to SharePoint 2016. The migration of Bamboo products deployed on SharePoint 2007 or SharePoint 2010 environments directly to SharePoint 2016 Farms is not supported. These environments must be migrated to SharePoint 2013 first.

Migration Steps

Step	Description
1.	Before migrating, update the Bamboo products you have in SharePoint 2013 to the latest available release.
2.	Uninstall any products that are not available on SharePoint 2016. Group Email is an example of a product that was not ported to SharePoint 2016. If you do not remove the Bamboo Group Email from the SharePoint 2013 farm before migrating, the migration will fail because the feature will not be available in the SharePoint 2016 farm.
3.	Retrieve the SharePoint 2016 installation package and license keys for the Bamboo products you are migrating. See Migrate your Bamboo Product License Key From one SharePoint version to another for additional details. Install the Bamboo products on the SharePoint 2016 farm.
4.	Backup the SharePoint 2013 content database(s) and attach it to the SharePoint 2016 farm. If the database attach fails, see steps 1-3 above. IMPORTANT: Follow Microsoft’s Upgrade databases from SharePoint 2013 to SharePoint 2016 article to perform the database-attach migration.
5.	After the 2013 content databases have been successfully attached and upgraded to SharePoint 2016, you MUST retract and redeploy (or uninstall and reinstall) your Bamboo SharePoint 2016 products on the SharePoint 2016 farm. This process removes the SharePoint 2013 Web Part references and replaces them with SharePoint 2016 references in the newly attached content databases. This is not a Bamboo specific step. It must be performed for most 3rd party SharePoint software installations. If this step is skipped users will usually see errors when adding web parts to pages. IMPORTANT: If you have a staged migration that moves content databases in stages, you need to retract and re-deploy after each database (or group of databases are attached.

Manually Install using PowerShell

Options for Installing

IMPORTANT: As of April 2017, Bamboo no longer includes ManualInstallation.ps1 or DisableAllBambooTimerJobDefinitions.bat in product download packages. An updated uninstall script is included instead. Please seeOverview of the Updated Installation Process for Bamboo components and Uninstalling using the updated process for details.

Perform the actions below to manually install or repair a product.

NOTE: Pay close attention to where a command should be run. Some commands must be run on either ONE or ALL Web front-end servers (WFE). A WFE is a server running the Microsoft SharePoint Foundation Web Application service. Refer to the System Settings > Manage Servers on this farm page in Central Administration for a list of servers running this service.

Step	Action
1.	Shut down the application pools for each Web application where you are installing the product. This will prevent other users from accessing sites and locking files that the installation script needs to update. NOTE: If you are using SharePoint 2010 and not Claims Based Authentication (CBA), instead of shutting down the app pools, you can stop the World Wide Web Publishing Service to prevent users from accessing sites and locking files. You should NOT stop the WWW Publishing service in SP2013 or in a CBA environment.
2.	On one Web front-end server (WFE), run the product .EXE file to extract its installation files. Browse to the misc folder. NOTE: If you do not see the misc folder or a file called ManualInstallation in this folder, your Bamboo product does not support this type of install.
3.	Right-click on the file DisableAllBambooTimerJobDefinitions.bat and choose Run as administrator. This script stops the timer job services for all Bamboo products installed on the farm, helping to put the farm in a quiescent state for the install. NOTE: If this script is not present in the misc folder for your Bamboo product, skip this step.
4.	On all WFE servers in the farm, perform the following actions: Run the command iisreset. Restart the SharePoint 2013 Timer (or SharePoint 2010) service.
5.	On the WFE where you extracted the product folders, right-click on the PowerShell application in the Start menu and choose Run as administrator. You can use Windows PowerShell or SharePoint 2013 Management Shell.
6.	Change to the misc folder in the extracted product installation files and enter the following command to start the manual installation script: `.ManualInstallation.ps1`
7.	When prompted, enter the Web application URL and choose whether you want to automatically activate the product features in the site collection(s). NOTE: To allow the installation script to run without prompting for input, edit the miscManualInstallation.ps1 script file and replace Read-Host with the highlighted text shown below: The script file installs Bamboo.Core.V2.wsp and Bamboo.Logging.V2.wsp, if they are not already in the solution store, and any required product components.
8.	Return to the misc folder. Right-click on EnableAllBambooTimerJobDefinitions.bat and choose Run as administrator. This enables all Bamboo timer job services. NOTE: If this script is not present in the misc folder for your Bamboo product, skip this step.
9.	Re-start the Application pools.
10.	Manually Activate the Product Feature(s) in the appropriate Site Collection(s) If you didn’t choose to activate site collection features automatically in step 7 above, don’t forget to activate those features in the site collections where you want to use them. After a Bamboo product solution is deployed to a Web Application, it’s feature(s) must be activated in the site collection before it can be used. When you are ready to activate the site collection feature, please see Activating a Bamboo Site Collection Feature. NOTE: You must be a Site Collection Administrator to activate site collection features.

Manually Install using stsadm

Options for Installing

These instructions use the stsadm.exe command, which can be found in the following location:

SharePoint 2007: %PROGRAMFILES%Common FilesMicrosoft SharedWeb Server Extensions12BIN
SharePoint 2010: %PROGRAMFILES%Common FilesMicrosoft SharedWeb Server Extensions14BIN
SharePoint 2013: %PROGRAMFILES%Common FilesMicrosoft SharedWeb Server Extensions15BIN

NOTE: Your product may include several SharePoint solutions in multiple [Component].wsp installation folders. Follow all steps for each solution to install the product for the first time.

Step	Description
1.	Review Best practices_for_a_successful_intstall to learn which servers to install on and what services to stop or restart.
2.	Add the solution to the SharePoint solution store. Run this command on the appropriate server in your farm and be sure you are running the command with an account that is a member of the local server Administrators group. The appropriate servers are typically those running the Foundation Web Application service or the Microsoft SharePoint Foundation Web Application service (or Windows SharePoint Services Web Application if you are using SharePoint 2007). Refer to Location of Install Files for more information. `stsadm.exe -o addsolution -filename [path][Component].wspcab[Component].wsp` where: [path] – the path to the extracted installation folders [Component] – the name of the component you are installing, as shown in the installation folder. The name of the component in the cab sub-folder may be slightly different than the installation folder name.
3.	Deploy the SharePoint solution. After adding the solution to the SharePoint solution store on your farm, it must be deployed to one or more Web Applications. This can be accomplished via Central Administration (see Deploying a Bamboo solution to a new Web Application for more information) or by running one of the following commands on the same server where you added the solution in Step 1 above. To deploy to a specific Web Application, run this command: `stsadm.exe -o deploysolution -name [Component].wsp -immediate -url [http://WebApplicationUri:portNumber] -allowGacDeployment -allowCasPolicies` where: [Component] – the name of the component you installed, as shown in the cab installation sub-folder [http://WebApplicationUri:portNumber] – the URL and Port for the target Web Application. Repeat this command for each web app you need to deploy to. OR To deploy to all Web applications EXCEPT the Central Administration Web application, run this command: `stsadm.exe -o deploysolution -name [Component].wsp -immediate -allcontenturls -allowGacDeployment -allowCasPolicies` where: [Component] – the name of the component you installed, as shown in the cab installation sub-folder
4.	Execute the deployment job(s). This is an optional step. The SharePoint Timer job will take care of the deployment eventually, but if you don’t want to wait for it, you can run this command. NOTE: This command needs to be run on every server on the farm that runs the Foundation Web Application service (or the Windows SharePoint Services Web Application service if you are using SharePoint 2007): `stsadm.exe -o execadmsvcjobs`
5.	Manually Activate the Product Feature(s) in the appropriate Site Collection After the Bamboo product solution is deployed to a Web Application, it must be activated in the site collection before it can be used. When you are ready to activate the site collection feature, please see Activating a Bamboo Site Collection Feature. NOTE: You must be a Site Collection Administrator to activate site collection features.

Manually uninstall using stsadm

A single Bamboo product may include a combination of one or more SharePoint solutions (WSPs) and components installed using an MSI installer. Refer to the original installation files from your product for information about the components that may have been installed.

To manually uninstall a Bamboo SharePoint solution, follow the steps below. If you need to uninstall a component that was installed using an MSI installed, see Manually Uninstalling a Bamboo .msi.

NOTE: The steps in these instructions use the stsadm.exe command, which can be found in the BIN folder of the 12/14/15 hive of a SharePoint server. For example, on a SharePoint 2010 farm, that would be %PROGRAMFILES%Common FilesMicrosoft SharedWeb Server Extensions14BIN

NOTE: You can also retract and remove a SharePoint solution from SharePoint Central Administration. To uninstall your Bamboo product this way, see Uninstalling from SharePoint Central Admin.

Step	Action
1.	Locate your stsadm.exe command utility. These instructions use the stsadm.exe command, which can be found in the BIN folder of the 12/14/15 hive of a SharePoint server. For example, on a SharePoint 2010 farm, that would be %PROGRAMFILES%Common FilesMicrosoft SharedWeb Server Extensions14BIN
2.	Schedule the solution Retraction. You can schedule the solution to be retracted from one web application at a time: `stsadm.exe -o retractsolution -name [Component].wsp -immediate -url [http://WebApplicationUri:Port]` or from all web applications at once: `stsadm.exe -o retractsolution -name [Component].wsp -immediate -allcontenturls` Where: [Component] is the name of the installed component (i.e., Bamboo.TreeView.wsp), as shown in the cab installation sub-folder or in the list of solutions in the Manage Farm Solutions page of SharePoint Central Administration. [http://WebApplicationUri:portNumber] is the URL and Port for the web application where the solution is installed.
3.	Execute the solution retraction. NOTE: This command needs to be run on each Web front-end (WFE) server in the farm. `stsadm.exe -o execadmsvcjobs`
4.	Remove the solution. Delete the solution from the SharePoint solution store only AFTER the retraction job is complete. `stsadm.exe -o deletesolution -name [Component].wsp` Where: [Component] is the name of the installed component (i.e., Bamboo.TreeView.wsp), as shown in the cab installation sub-folder or in the list of solutions in the Manage Farm Solutions page of SharePoint Central Administration.
5.	Repeat steps 2-4 for each solution included in the product. NOTE: There are two solutions that are common across multiple Bamboo products. They are: Bamboo AJAX Config (SP2007 only) and Bamboo Core. Do NOT uninstall them unless you are sure there are no other Bamboo products remaining on your farm. If there are no other Bamboo products on your farm, uninstall these two solutions last.

List Search Look and Feel Settings

The List Search Simple Web Part search criteria and search results can be customized by editing the layout and CSS that applies to these pages. To change look and feel settings, modify the Web Part properties and click the List Search Simple Web Part Settings button in the Web Part tool pane to display the Web Part Settings page. In the Preferences section, click Look and Feel Settings.

By default, search criteria are listed vertically in the Web Part, one per line. To customize the layout of the search criteria page, select Custom Search Criteria Layout, and then click the Modify Layout button.

To modify the style applied to the search criteria page and the search results page, click the Modify CSS button. To modify either of these areas, you need a good understanding of CSS and how to modify HTML.