Run List Rollup from an Application Server

Run List Rollup from an Application Server

In versions 7.0 and higher, the backend services for List Rollup can be run from a SharePoint Application Server as an alternative to running on the SharePoint Web Front End (WFE) servers. This option also allows you to distribute the workload for different Web Applications across different Application Servers.

Note: A separate Application Server license is required each non-WFE server on which you decide to run the List Rollup service. The related Web Parts will still be installed and licensed for all Web Front End servers. Please contact Bamboo Solutions directly for more details.

To run the List Rollup services on an Application Server, you must perform the following steps:

Option Description
1. Install Application Server Add-in Components

From the product installer, select and install the Application Server Add-In. This will install the necessary components to run List Rollup on a SharePoint Application Server.

NOTE: This step is only required if you are trying to use an Application Server that is not also a Web Front End Server. If you want to use the Application Server functions on a WFE, skip this step.

2. Install the Service Components

Go to Central Administration>Application Management>Bamboo List Rollup Service Administration and click the Install button to install the required components for the List Rollup Service and List Rollup Service Proxy to your farm.

NOTE: If the page returns an error saying “Could not find any resources appropriate for the specified culture or the neutral culture”, you may need to run the Install-SPApplicationContent command as an administrator from the SharePoint Management Shell. For more information, see the following knowledge base article: https://store.bamboosolutions.com/KB/Article.aspx?id=11785

3. Start the Service

Start the service on one or more servers:

  • Click Manage next to one of the servers in the Service Instance Status section of the page. This will take you to the list of available services on your Application Server.
  • Find the Bamboo List Rollup Service in the list of available services and click the Start link to the right of it.

Starting the service on one or more servers will start the List Rollup service instance on those servers. If more than one server runs this instance, then the load will be shared by all these instances with the use of the load balancer

4. Add the List Rollup Service and Alert Service Proxy

Create instances of the List Rollup Service and List Rollup Service Proxy:

  • Click on the Manage Service Applications link that is now visible at the bottom of the List Rollup Service Administration page, or go to Central Administration>Application Management>Service Applications.
  • At the top of the page, click New and select the List Rollup Service Application from the list of available services.
  • Enter a service application name such as “List Rollup Service Application”.
  • Create a new application pool or use an existing one.
  • Define the security account under which the service will run. This account will determine the data that can be accessed by List Rollup.
  • Check the option for adding to the Default Proxy Group.
  • Click OK to save the settings.
5. Set List Rollup to Run on Application Servers
  • From Central Administration, click List Rollup Settings from the List Rollup section.
  • Choose the desired Web Application and choose Run List Rollup on Application Server to move processing functions for List Rollup from the Web Front End Servers to the configured Application Server.

List Rollup Classic Configuration Options

List Rollup Classic Configuration Options

Overview of the List Rollup Web Parts

HW24 LRC Tool pane.jpgOnce you add the web part to a page, there isn’t a lot to configure in the List Rollup Classic Edition Web Part tool pane. All you need to do is select the Language that you want to use.

See Localize Bamboo Web Parts for your Language for more information about translation and languages.

After selecting the language, click Apply and then OK to save your configuration and close the tool pane. Otherwise, click Cancel to close the tool pane without saving any changes.

List Rollup Grid View Configuration Options

List Rollup Grid View Configuration Options

Overview of the List Rollup Web Parts

LRGV_Settings.jpgOnce you add the web part to a page, there isn’t a lot to configure in the List Rollup Grid View tool pane. All you need to do is:

  • Choose who should be able to modify the grid view settings, which is done from the browser. Enter a SharePoint Group name and click Check Names (peoplechecker.jpg) to make sure you entered it correctly. Alternatively, use the people finder (peoplefinder.jpg) to search for the group name. Separate multiple group names with a semi-colon (;). Everyone in the group(s) identified will be able to modify the settings of the display.
  • Choose a style for displaying the web part. See List Rollup Grid View Skins for visual examples of each choice and Custom CSS for more information about customizing the CSS.
  • Choose the settings for the rest of the Web Part layout. Select from the default Bamboo theme, inheriting the SharePoint theme, or creating a custom theme (requires version 7.0 or later).
  • Select the Language that you want to use. See Localize Bamboo Web Parts for your Language for more information about translation and languages.

When ready, click Apply and then OK to save your configuration and close the web part tool pane.

List Rollup Schema Designer Configuration Options

List Rollup Schema Designer Configuration Options

Overview of the List Rollup Web Parts

Once you add the web part to a page, you can configure the display settings in the List Rollup Schema Designer tool pane.

Setting Description
Header Options These options allow you to show or hide the various settings found in the header of the Web Part. LR_SD_Header_Links.jpg
Look and Feel Settings

Select the style applied to the Web Part.

  • Use Default Style – This setting will use Bamboo’s default settings for the Web Part theme.
  • Inherit Site Theme – This setting will attempt to inherit most fonts, colors, etc. from the values used by the current site theme in SharePoint.
  • Create Custom Style – This setting will allow you to customize the various fonts, colors, borders, etc. in the Web Part.
Select a Language

All you need to do is select the Language that you want to use.
See Localize Bamboo Web Parts for your Language for more information about translation and languages.

After selecting the language, click Apply and then OK to save your configuration and close the tool pane. Otherwise, click Cancel to close the tool pane without saving any changes.

NOTE: The page does not need to be in Edit mode in order to create a schema.

See Create a new List Rollup Schema or Edit an existing List Rollup Schema for information about creating a new or editing an existing List Rollup schema definition.

Overview of the List Rollup Web Parts

Overview of the List Rollup Web Parts

three KR web parts in the gallery.jpgAfter successfully installing, deploying, and activating the List Rollup product, you will see three web parts in your web part gallery when you begin to add a web part to a page:

  • Bamboo List Rollup Classic Edition (retired)
  • Bamboo List Rollup Grid View
  • Bamboo List Rollup Schema Designer

Use the information in the table below to decide which to use and when.

Web Part Description
Bamboo List Rollup Schema Designer

Icon-Tip Use this first to design a Schema!

The List RollupSchema Designer is used to define schemas. Schemas describe the data that you want to roll up. Although you can preview data in the Schema Designer, it is not used to display data for end users. Use the List Rollup Grid View instead to display the data.

Although you can put this web part on any page in any site, it is best to put it on one page per site. When you add the web part to a page, a list called Bamboo List Rollup Configuration is created. This list is where schema definitions are stored. Since only one list of this name can reside in a site, all List Rollup Schema Designer Web Parts on the site will use the same list.

Icon-Tip Consider putting your List Rollup Schema Designer Web Part on one page per site collection, so your schema definitions can be managed in a central location.

For more information, see:

Bamboo List Rollup Grid View

Icon-Tip Use this web part to display the data in the schema you designed!

The List Rollup Grid View web part is used to display the data defined in the schema definition. You can put this web part on any page on any site in your portal.
For more information, see:

Icon-Tip If you own the Data Viewer Web Part, Calendar Plus Web Part, Chart Plus Web Part, List Search Advanced or Alert Plus Web Part, you can also use them with a List Rollup Schema. Click the link to the product for more information.

Bamboo List Rollup Classic Edition (Retired)

Icon-WarningIMPORTANT: This Web Part has been retired and is no longer available as of List Rollup 7.0. Please see Migrate an existing List Rollup Data View to the new List Rollup Schema Architecture to learn how to migrate old rollups.

The List Rollup Classic Edition Web Part was previously used to create Rollups Data Views. This is the original List Rollup web part and is now retired. It is included in the package to support customers who may still have it in use. We recommend that list rollups created with this web part be migrated to a schema-based rollups for better performance.

Migrate an existing List Rollup Data View to the new List Rollup Schema Architecture

Migrate an existing List Rollup Data View to the new List Rollup Schema Architecture

Overview of the List Rollup Web Parts

To migrate a List Rollup Classic Edition Data View to a schema-based rollup, follow these steps:

Step Action
1.

Import the Data Views to migrate to the page where the List Rollup Schema Designer Web Part resides. See Export or Import List Rollup Data Views for more information.

Alternatively, add the List Rollup Schema Designer Web Part to the page(s) where the existing Data Views reside.

2. HW24 LRC Migration.pngGo to the List Rollup Schema Designer Web Part and click Migration of List Rollup Data Views in the Action bar at the top of the web part.
3. The Data Views on the page will appear in the Available Data Views list. Select one or more Data Views from the Available Data Views list. Using the single or double arrow button, move them to Selected Data Views list.

HW24 LRC Migrate to schema-based.png
4. When you are ready, click Migrate Data View button.

Overview of the List Rollup Web Parts