Overview of Import Options

Overview of Import Options Top Target, the import destination Source, where the data is now Available Controls, what you can control during the import The TARGET: Where do you want to import to? Top The SOURCE: Where is the data that you want to import? List Bulk Import can import data to a list/library in…

Overview of Configuration Toolpane

Overview of Configuration Toolpane Tree View displays list, library, discussion and wiki items, as well as site navigation, in a hierarchical structure allowing the user to navigate to the information much like the navigational structure of Windows File Explorer. This tree view structure allows users to quickly view the content structure of a list, library,…

Overview of DWG Parser

Overview of DWG Parser DWG Parser uses a server side service and web parts to allow you to define the attributes to be extracted from a title block and the SharePoint document library properties to be populated when the DWG file is added to the repository. This automatic extract of title block attributes aids viewing,…

Overview of Export Options

Overview of Export Options The SOURCE: Where is the data that you want to export? The TARGET: Where do you want to export to? List Bulk Export can export data from a list/library in a: SharePoint 2007 (MOSS/WSSv3) site SharePoint 2010 site SharePoint 2013 site NOTE: List Bulk Export cannot export data from SharePoint Online.…

How to configure the My Workflow Tasks Web Part

How to configure the My Workflow Tasks Web Part Overview of Workflow Conductor Web Parts The My Workflow Tasks Web Part displays tasks created by workflows. These tasks typically reside in a list called Workflow Tasks. My Workflow Tasks can display tasks for the current user or for all users, and can display tasks for…

Configure the Alert Plus Mail Format Tab

Configure the Alert Plus Mail Format Tab Create a new alert This is the third tab on the Alert Plus window. This is where you set up the email template that will be used to construct your alert messages. Use the links to see information about the other tabs. Tab A – Event Tab B…

Map a Sharepoint to Sharepoint Migration

Map a Sharepoint to Sharepoint Migration Overview of Importing If you previously entered the URL for a specific list of library under the Source or Target tabs, those fields will be pre-populated in the migration tab. If not, use the treeview selector next to [Not Set] in both panes. If you’ve selected a list or…

Migrate a Local or Network File Directory

Migrate a Local or Network File Directory Overview of Importing See Overview of Importing for previous steps in setting up a local migration. When you select a Local or Network File Directory as an Import Source, List Bulk Import automatically replicates the file structure and displays replication options. Versioning is not available for local files.…

Manage Duplicate Records

Manage Duplicate Records Overview of Importing To check for duplicate records during an import, follow the instructions below. Step Action A. Click the pencil icon next to the Duplicate Records item on the migration tab to open the duplicate settings. If you don’t need to check for duplicates, don’t enable duplicates features. It slows down…

List Enhancements

List Enhancements Empower SharePoint lists and extend the capabilities of the columns in SharePoint Lists to add features such as format validation, security, or column dependency with Bamboo’s wide range of products for lists, forms, and columns. Our list management tools allow you to better shape your information around your business processes and needs. Product…

KB Permissions

KB Permissions KB uses the built-in SharePoint permissions to determine what actions a user can perform in KB. Default permissions are inherited from the parent site, so all users with edit privileges on the parent site will have access to the Admin portal and “Edit” access to articles unless inheritance is broken. Permission levels include…

Include a link to the file that triggered the alert

Include a link to the file that triggered the alert Issue Have you created an alert on one of your document libraries to let your users know when a new document is added or when an existing document is modified? This works great, but the hyperlink associated with the {itemlink} token goes to the display…

How to Show All Items Without Folders

How to Show All Items Without Folders In the Data-Viewer Web Part, it is possible to show all items inside folders or without folders. Your Document Library showing items in folders in SharePoint 2013 looks like this: In the Data Source Settings part of the Web Part Settings tool pane, check the appropriate radio button…

How to Review the Log File

How to Review the Log File To review the Log File, follow these steps: Step Action 1. Run the List Bulk Import or List Bulk Export application and select File and then View Log Files from the main menu. The log file information page appears. 2. Click and browse for the desired log file. The…

How to Map Source Import File Fields to SharePoint List Columns

How to Map Source Import File Fields to SharePoint List Columns Step Action Result 1. On the Map the Columns screen, select the Source Column to populate data in the Target Column (SharePoint List or Library). Target Columns that match Source Columns are shown by default. For an exact match, these columns require the same…

How to export data from a SharePoint List

How to export data from a SharePoint List Overview of Export Options Step Action 1. Select the SharePoint List (or Document Library, or Picture Library) to export the data and documents from. The Libraries included on the list are those available on the SharePoint Server and Site entered on the Connect dialog and accessible by…

How to Check for Duplicate Records

How to Check for Duplicate Records Overview of Import Options To check for duplicate records during an import, review the instructions below. Step Action A. Make sure the Check For Record Duplication box is checked. NOTE: If you don’t need to check for duplicates, don’t check this box. It will slow down the import process.…

What is a Custom Item Link

What is a Custom Item Link Configure a Custom Item Link on the Options page of the Mail Format tab. You may consider configuring it if the default {itemlink} token doesn’t fit your needs. See Using Tokens in your Alert Plus Email Message for more information about tokens in Email messages. By default, the {itemlink}…

Highlights of Rich Text Column

Highlights of Rich Text Column Bamboo’s Rich Text Column adds multi-language spell check, automatic Picture Library image uploading, and style support to the functionality of the standard Rich Text column. With full editing capabilities and support for in-line, structured image management, Bamboo’s Rich Text Columns are perfect for storing complex, formatted text data (such as…

Highlights of DWG Parser

Highlights of DWG Parser Use SharePoint as an inexpensive repository for AutoCAD™ drawings with DWG Parser. Use SharePoint’s full featured document management along with collaboration tools such as project and task management.DWG Parser extracts title block information for use in SharePoint document library properties. Combined with other Bamboo products, it enriches SharePoint to support capabilities…

Glossary

Glossary Top A B C D E F G H I J K L M N O P Q R S T U V W X Y Z A Actual Cost (Enter) This field allows you to manually enter the Actual Cost if you want to replace Actual Cost, which is calculated by the Project…

Example Using Check In Widget

Example Using Check In Widget Check In a Major Version of a Document The Check In widget here is configured to check in a major version of the current item to a document library configured for versioning. Return to Check In Widget Lists and Items Widgets See Also: About Workflow Conductor Widgets Alphabetical List of…

Example Using Copy Item Widget

Example Using Copy Item Widget This is an example of the Copy Item widget used as part of a more complex workflow. The Copy Item Widget is used here to copy a document that was approved using a Request Approval widget from a draft document library to a document library for published documents. The example…

DWG Configuration Overview

DWG Configuration Overview How to configure your server to parse drawing files. Creating Document Library Content Types – The capabilities and limitations of the DWG Parser Solution Accelerator are closely tied to its use of SharePoint content types to achieve the mappings between title block attributes and SharePoint data columns. It is important to have…

DWG Parser

  Extract attribute values from user-defined blocks in an AutoCAD™ DWG file into list properties of a SharePoint document library, allowing view and search on metadata.   Highlights of DWG Parser Release Notes   Install Permissions License Permissions System Requirements Installing for the first time… Upgrading to a new version… Migrating to a new SharePoint…

Create List Widget

Create List Widget The Create List widget creates a new list or library in the current site, another site in the current site collection, or in a site in different site collection. The following list types can be created by the Create List widget: Announcements Calendar Contacts Custom List Custom List in Datasheet View Discussion…

Create a customized PM Central site template

Create a customized PM Central site template Creating a project site template allows you to reuse sites that have already been configured and/or “lightly” customized to help ensure standardization across project sites, and reduce administrative overhead. When creating a customized PM Central project template keep in mind: When a newer version of PM Central is…

Change the width of the Knowledge Base article fields

Change the width of the Knowledge Base article fields The width of the Related Articles and Article Category fields can be modified so that full article titles and categories are visible. Option Name Description 1. Open the KB Admin site using SharePoint Designer. 2. Under Bamboo KB Articles and Bamboo KB Categories, open EditForm.aspx and…

List Bulk Export

  With List Bulk Export, you can quickly and easily export documents from a SharePoint Document Library to your file system. It also provides full process logging with the capability to be scheduled on a regular basis.   Highlights Release Notes Complementary Products   Install Permissions License Permissions System Requirements Installing for the first time……

Bamboo Knowledge Base Admin Site Lists and Web Parts

Bamboo Knowledge Base Admin Site Lists and Web Parts Knowledge Base Overview For the Bamboo KB Admin site, the following lists and web parts are used. All of the Web pages for the web parts are stored in the Site Pages Document Library. Name Type Description Description Bamboo Article Questions and Answers List A discussion…

Add Attachment Widget

Add Attachment Widget The Add Attachment widget attaches a file to a SharePoint List item. Widget Properties: Column Description Get Item From Select whether the file being attached to a SharePoint List item will be found in a SharePoint Document Library or will be found using a Web address (URL). Select from Document Library (Required…

Add columns to a PM Central Portfolio data view

Add columns to a PM Central Portfolio data view Scenario You want to add a SharePoint Choice column, Project Location, to the Project Health list and make the contents of this column visible in the Project Summary dashboard on the Portfolio home page. In this topic we will look at the steps required to accomplish…

About the Master Site

About the Master Site Grants Management includes two site templates, one for the master site and one for the grant project site, and several Bamboo Web Parts. Master Site When users log in to the grant management portal, they land on the master site page (Figure 1). The Main Home page includes links to the…

test

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Topics for Workflow Conductor

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Topics for Wiki Publisher

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Topics for User Profile Plus

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Topics for User Directory

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Topics for Send Message

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Topics for Rating Column

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Topics for List Rotator

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Topics for Data-Viewer

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Topics for Cross Site Display

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Topics for Chart Plus

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Topics for Calendar Plus

What version of Telerik Components are deployed by Bamboo Products?What is left behind after uninstalling?Using the Setup program to UninstallUse the provided .lic file to extend your product’s trial periodUpgrading your Bamboo Web PartUpgrading using the updated processUninstalling using the updated processUninstalling from SharePoint Central AdministrationTroubleshoot Problems with Deploying Farm SolutionsThe Bamboo Web License Manager…

Workflow Conductor Studio: ribbon menus

Workflow Conductor Studio: ribbon menus Overview of the Workflow Conductor Studio Menus in the Workflow Conductor Studio Ribbon With SharePoint 2010, Microsoft introduced the concept of a fluid ribbon which changes based on what you are doing within a list or library. Prior to the ribbon interface in SharePoint 2007, list and library activities are…

Wiki Publisher

  With the Wiki Publisher web part, you can start reaping the full benefits of a SharePoint Wiki Library by adding the ability to import and export information effortlessly.   Highlights Release Notes Complementary Products   Install Permissions License Permissions System Requirements Installing for the first time… Upgrading to a new version… Migrating to a…

Tree View

  The Tree View displays list, library, discussion and wiki items, as well as site navigation, in a hierarchical structure allowing the user to navigate to the information much like the navigational structure of Windows ExplorerTM. This tree view structure allows users to quickly view the content structure of the list, library, discussion or wiki…

Test Home Page

Test Home Page The links under “Browse by Type” take you to a landing page containing all the products within that category. If you prefer to go directly to a specific product, you have that option available under “Browse by Product Name” below. A third alternative is to use the Search tool in the upper…