Configuration Settings for SharePoint List-Based Calendar

Configuration Settings for SharePoint List-Based Calendar

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Team Calendar can display events from a SharePoint Calendar list or a Microsoft Exchange mailbox calendar, or both. Configuration options depend on the data source you select.
HW34_Toolpane4.jpg

To configure an Exchange calendar instead, refer to the topic Configuring an Exchange Calendar.

This section cover the steps involved in setting up a calendar based on a SharePoint List.

To connect to a SharePoint List:

Step Action Result
1. Select the SharePoint List or MS Exchange & SharePoint List option.
Note: Selecting the MS Exchange & SharePoint List option will display events from a SharePoint list and events from the Exchange mailbox on two separate calendars. If you choose this option, you will need to configure the Exchange calendar after completing the configuration for your SharePoint list calendar.
2. Select a list in the current site from the Select SharePoint List drop-down list.
3. In the Selected Columns list, select a column that contains the text you want to display as the event label (title) in the calendar.
4. Select columns to display in a tooltip when users mouse-over an item in the calendar. Select columns in the Available Columns list and use the arrow buttons to move them to the Selected Columns list. Use the up and down arrow buttons to reorder selected columns. To select multiple columns at once, hold down the SHIFT or CTRL keys.
5. Choose a column to base event color-coding on, and then select a color to use as the border color for each possible event type (determined by the column you just selected). For example, if you choose to color-code your events by “Category”, and you set the color for “Holiday” to blue, all events labeled as a holiday will be displayed with a blue border on the Calendar. Click Auto Select to automatically assign a unique color for each choice.
6.

Select how to display the event duration on the calendar, and the date/time fields used to determine the event start and/or end time.

  • To display events on only the start or end date of the event, select the Events defined by option and select either the start date or end date field from the list. For SharePoint Calendar lists, event duration is usually defined by the Start Time and End Time fields.
  • To display an event on the calendar for its entire duration, select the Interval of events defined as option and select the start date and end date fields in the Between and And lists.
7. If you would like to filter the events included on the Team Calendar using a list view, select it from the Select View list. If you do not select a specific list view, all items in the list will be displayed on the calendar.

Your SharePoint list-based calendar is now configured.

Server Topology

Server Topology

Return to Connecting to an Exchange Calendar

In the Server Topology section, choose the location of your Microsoft Exchange Server. If you are connecting to an Exchange Server hosted on Microsoft Office 365, select the Exchange and SharePoint on different domains option.

Exchange and SharePoint in the same domain

serverTopology1.jpg

You must select at least one mailbox to display in Team Calendar. The first calendar you configure is the primary mailbox.

  • Primary Mailbox User Name
  • Primary Mailbox Password
    • Enter a valid Exchange User Name and Password for the primary mailbox into the corresponding fields.
  • Web Service URL
    • Enter the Web Service URL for your Exchange server. This is the address you use to access your Exchange server from a Web browser. This address is usually similar to the example listed in the tool pane.

Configure Different Domains

Exchange and SharePoint in the different domains (Exchange 2010 only) To connect to an Exchange server on a different domain, the server must be running Microsoft Exchange 2010. You will also need to select which authentication type to use to connect to the Exchange server on the other domain. Select an authentication type from the Client Credential Type list. If you are not sure which type to use, contact your server administrator.
serverTopology2.jpg
Client Credential Type
HW34_ServerDomain.jpg
Icon-Tip If you select the wrong authentication type, testing the connection will usually tell you which authentication type should be used instead. See How to Test E-mail AutoConfiguration.

Preconfigured skins for Team Calendar

Preconfigured skins for Team Calendar

You can change the style and color scheme of Team Calendar by selecting from several preconfigured skins. Samples are shown below for comparison.

Skin Names Default
Shown here are the nine variations
of skins you can select for Team Calendar. The variations
are very subtle so you may not even realize there are
differences unless you look very closely.

For more advanced style configuration
options, see Using a Custom Style Sheet.

Black.jpg
Office 2007 Outlook
Office2007.jpg Outlook.jpg
Telerik Vista
Telerik.jpg Vista.jpg
WebBlue Windows7
WebBlue.jpg Win7.jpg
Web20 Default Calendar
Web2-0.jpg DefaultCal.jpg

How to Configure Exchange Calendar Settings

How to Configure Exchange Calendar Settings

After connecting to an Exchange calendar, configure the display settings for the calendar view.

Configure Event Tile and Tooltips

Step Action Result
1. In the Configuration of MS Exchange 2007/2010/2013/2016 section of the tool pane, use the Selected Columns list to select a column that contains the text you want to display as the event label (title) in the calendar. HW34_2013_Toolpane2.png
2.

Select columns to display in a tooltip when users mouse-over an item in the calendar.

  • Select columns in the Available Columns list and use the arrow buttons to move them to the Selected Columns list.
  • Use the up and down arrow buttons to reorder selected columns.
  • To select multiple columns at once, hold down the SHIFT or CTRL keys.

Color-Code Calendar Events

Step Action Result
1. Choose a column to base event color-coding on, and then select a color to use as the border color for each possible event type (determined by the column you just selected). For example, if you choose to color-code your events by “Status”, and you set the color for “Free” to blue, all events with Free status will be displayed with a blue border on the Calendar. HW34_ColorCoding.jpg
2. Click Auto Select to automatically assign a unique color for each choice.

Select an Event Duration Option

Step Action Result
1. Select how to display the event duration on the calendar, and the date/time fields used to determine the event start and/or end time. HW34_BaseCalendarEvents.jpg
2. To display events on only the start or end date of the event, select the Events defined by option and select either the start date or end date field from the list. For Exchange events, event duration is usually defined by the Start Time and End Time fields.
3. To display an event on the calendar for its entire duration, select the Interval of events defined as option and select the start date and end date fields in the Between and And lists.

HW34_CalendarFinal.jpg
Your Exchange calendar is now configured. For information about using the calendar’s features once configuration is completed, see the section Work With Team Calendar.

CSS for Team Calendar

CSS for Team Calendar

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If you do not want to use one of the preconfigured calendar skins for Team Calendar styles, you can create a custom style sheet with your own settings.

To use a custom style sheet:

  • Change the Select calendar style type setting from Default Calendar Skin to Custom CSS.
  • Click the CSS Edit button to open the style sheet editor. Edit your custom style sheet and click Save.

To go back to using a preconfigured skin, change this setting back to Default Calendar Skin.

When you open the style sheet, most of the items are fairly self-explanatory.

Style Description
Depending on whether you want to change just the top or bottom or either of the sides, you have a variety of options for changing the border width and color. Border.jpg
You can also change the border color for just a year view. BorderYear.jpg
You can change the font style or background color that appears on all even rows. EvenRow.jpg
You can change the font color or the size or font family. font.jpg
Using this section of the style sheet, you can modify the hover text that appears when a user hovers over content. Hover.jpg
You can change the font size or style of the column headings is by updating this section. RowHeader.jpg
And if you want all uneven rows to have a different background color, you can update that in this section. Uneven.jpg

Connecting to an Exchange Calendar

Connecting to an Exchange Calendar

Return to Overview of Configuration

Team Calendar can display events stored in a Microsoft Exchange account. Follow the instructions within the topics linked below to connect the web part to an Exchange Calendar and to configure general mailbox display settings.

Select a Data Source
In the Bamboo Team Calendar Data Source section, select the MS Exchange 2007/2010 option or the MS Exchange & SharePoint List option.

DataSource.jpg

NOTE: Selecting the MS Exchange & SharePoint List option will display events from a SharePoint list and events from the Exchange mailbox on two separate calendars. If you choose this option, you will need to configure the SharePoint list-based calendar after completing the configuration for your Exchange calendar.

Configuring General Settings

Configuring General Settings

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HW34_Toolpane1.jpgThere are several generic settings you can choose when first configuring the web part that will impact what users will see and how they will interact with Team Calendar. The numbered items on the screen shot refer to the numbered steps below. Each section may contain more detailed information and links to topics relating to that particular setting.

Step Action Result
1. Select a language To localize the Team Calendar Web Part interface and tool pane settings for your language, follow the instructions provided in Customizing the Language Settings and then select the appropriate language file.
2. Select default calendar skin Configure the style and color scheme of Team Calendar by selecting from several preconfigured skins. For more advanced style configuration options, see CSS for Team Calendar.
3. Default Calendar View Select the view the calendar displays by default. Each view changes the appearance of the calendar; end users may also switch the view using the toolbar on the web part interface. Toolbar.jpg
Compare Calendar Views to see how the interface changes when selecting a view.
4. First day of the week in Week view Choose which day of the week will be displayed first in Week view. FirstDay.jpg
You have a drop down selector box to pick any day of the week as the first day -keep in mind most users expect to see Sunday or Monday as the first day of the week. However, if you have a certain day of the week when deliverables are expected from the team, it might be good to use that as the first of the week.
5. Show color legend Choose Yes or No depending on whether to display a legend of colors used in the calendar. This option does not affect the color-coding settings for the calendar. For information about configuring color-coding settings, see ??????
6. Color legend position Legend-Vertical.jpgIf you choose Yes above to display the legend, select whether color codes will be listed horizontally or vertically at the bottom of the calendar.
Legend-Horizontal.jpg
7. Max # of items in Month View Specify how many calendar events will be visible in each day of the Month view; the default is 2.
8. Allow text wrap Enable or disable text wrapping in calendar event labels. Allow text wrap means that two lines will be displayed rather than one.
9. Display mailboxes side-by-side Select this option to display a separate calendar for each mailbox configured in the web part. For example, you can display both a SharePoint list calendar and an Exchange calendar side by side.
10. Display mini-calendar for quick navigation Select this option to display a small calendar on the left side of the web part. If you enable this, end users will be able to click on any day in the mini-calendar to display it in the main calendar view.
HW34_Mini-Calendar.jpg
11. Allow run-time filtering on Status Select this option to allow users to dynamically filter calendar events by status. When this option is selected, use the Default filter list to select a status to filter on when the calendar is first displayed as shown below:
hw34_2010_runtimefilter.jpg

Configuring Calendar Size

Configuring Calendar Size

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To configure the size of your calendar, you have a couple of options.

ZoneSize.jpgUse the following options to configure the calendar size settings for the Web Part.

  • Team Calendar size Fit to Web Part zone: Select this option to automatically resize the calendar dimensions to fit inside the Web Part zone.
  • Specify calendar size: Select this option to set the calendar to a custom size. Enter the desired height and width values for the calendar in the corresponding fields.

Below the section labeled Bamboo Team Calendar Size in Web Part Zone there is an option to use the default calendar skin style or you can edit the Cascading Style Sheet and create your own look and feel. See more on this under the topic CSS for Team Calendar.

Configure Mailbox Display Settings

Configure Mailbox Display Settings

Return to Connecting to an Exchange Calendar

DisplayOptions.jpgIn this section of the tool pane, you will configure a few more display options:

Step Action Result
1. Search for a mailbox in the Global Address List:

To search the Global Address List for additional mailboxes, enter a display name into the Search for a user in Global Address List field and click the Find button

Search.jpg

  1. Select the name
  2. Press the > button to move the name into the Selected Mailboxes box
  3. The mailbox name now shows in the Selected Mailboxes box
  4. Use the up and down arrows to re-order the mailbox names
2. Set Primary Mailbox to read-only mode Select this option to display all items from the Primary Mailbox in read-only mode. Other users will not be able to create new appointments or meetings. This option applies to the Primary Mailbox only; all Secondary Mailboxes are read-only by default.
3. Allow only creator of Primary Mailbox’s Meetings or Appointments to cancel events Select this option to allow only the event creator to cancel an event.
4. Hide Exchange events marked as Private Select this option to display only public calendar events.
5. Invert color coding style By default, the fill color for an event label represents the mailbox owner and the border color indicates the event color-code setting. Select this option to reverse the color style so that the border color indicates the mailbox owner instead.
6. Allow user to select which mailboxes to display Select this option to allow users to choose which calendars to display in individual views of the Web Part page. Note: This option does not affect the calendars that are displayed for other users.
7. Show mailbox owner names Select this option to display the user name of the mailbox owner associated with each calendar event.
8. Hide mailbox owner names Select this option to hide the user name of the mailbox owner associated with each calendar event.
9. Allow user to hide/show mailbox owner names Select this option to provide users with an option to hide or display their user name when creating calendar events.

Configure Exchange Calendar Settings

Configure Exchange Calendar Settings

Return to Connecting to an Exchange Calendar

After connecting to an Exchange calendar, configure the display settings for the calendar view.

Step Action Result
1. In the Configuration of MS Exchange 2007/2010/2013 section of the tool pane, use the Selected Columns list to select a column that contains the text you want to display as the event label (title) in the calendar. ConfigMSExch.jpg
2. Select columns to display in a tooltip when users hover with a mouse over an item in the calendar. Select columns in the Available Columns list and use the arrow buttons to move them to the Selected Columns list. Use the up and down arrow buttons to reorder selected columns. To select multiple columns at once, hold down the SHIFT or CTRL keys.
3. Select a column to color code by and then select a color to use as the border color for each possible event type (determined by the column you just selected). HW34_ColorCoding.jpg
For example, if you choose to color-code your events by “Status”, and you set the color for “Free” to blue, all events with Free status will be displayed with a blue border on the Calendar.
Click Auto Select to automatically assign a unique color for each choice.
4. Select how to display the event duration on the calendar, and the date/time fields used to determine the event start and/or end time. To display events on only the start or end date of the event, select the Events defined by option and select either the start date or end date field from the list. For Exchange events, event duration is usually defined by the Start Time and End Time fields.
To display an event on the calendar for its entire duration, select the Interval of events defined as option and select the start date and end date fields in the Between and And lists.
HW34_BaseCalendarEvents.jpg

Your Exchange calendar is now configured.
HW34_CalendarFinal.jpg

NOTE: Remember if you choose the option to display events from a SharePoint list and events from the Exchange mailbox on two separate calendars, you will need to configure the SharePoint list-based calendar now.

Configure an Exchange Calendar as a Data Source

Configure an Exchange Calendar as a Data Source

Return to Configuration Overview

This topic covers how to configure your Exchange Calendar Settings. See Connecting to an Exchange Calendar to review that part of the configuration puzzle.

After connecting to an Exchange calendar, configure the display settings for the calendar view.

Configure Event Tile and Tooltips

Action Result
In the Configuration of MS Exchange 2007/2010 section of the tool pane, use the Selected Columns list to select a column that contains the text you want to display as the event label (title) in the calendar. 0001.png
Select columns to display in a tooltip when users mouse-over an item in the calendar. Select columns in the Available Columns list and use the arrow buttons to move them to the Selected Columns list. Use the up and down arrow buttons to reorder selected columns. To select multiple columns at once, hold down the SHIFT or CTRL keys.

Color-Code Calendar Events

Action Result
Choose a column to base event color-coding on, and then select a color to use as the border color for each possible event type (determined by the column you just selected). For example, if you choose to color-code your events by “Status”, and you set the color for “Free” to blue, all events with Free status will be displayed with a blue border on the Calendar. Click Auto Select to automatically assign a unique color for each choice. 0002.jpg

Select an Event Duration Option

Action Result

Select how to display the event duration on the calendar, and the date/time fields used to determine the event start and/or end time.

  • To display events on only the start or end date of the event, select the Events defined by option and select either the start date or end date field from the list. For Exchange events, event duration is usually defined by the Start Time and End Time fields.
  • To display an event on the calendar for its entire duration, select the Interval of events defined as option and select the start date and end date fields in the Between and And lists.
0003.jpg

Your Exchange calendar is now configured.