By: Matt Morse
Posted:
October 21, 2009 at 12:57 AMI’m attending the Microsoft SharePoint Conference 2009 in Las Vegas where Microsoft has just taken the wraps off of SharePoint 2010. Since it’s a new product release and Microsoft has done a pretty good job of keeping the lid on the functionality in the new product until now, there’s a very high level of excitement and interest. The individual breakout sessions have generally been good. I plan to write about a number of topics going forward (as I’m sure many other folks do, as well), but here a
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By: Matt Morse
Posted:
May 6, 2009 at 8:45 AMIf you’ve been developing with SharePoint (or .NET web apps) for awhile, you’re likely aware that it’s generally a good practice to deploy custom code to the BIN directory of the web application and explicitly specify the least set of permissions required to execute the code contained in your assembly. (If you’re interested, here’s a write-up with a link to a slide deck covering this topic in more detail.) On a recent project, I created a SharePoint application page to be hosted in the layouts d
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By: Matt Morse
Posted:
April 16, 2009 at 7:23 AMMost organizations that use MOSS make use of SharePoint search in one form or another, but I’ve seen few that really get their dollar’s worth out of SharePoint’s search capability. The most common configuration that I’ve personally observed is the one that SharePoint configures automatically: all SharePoint sites are included in a single content source, and some kind of straightforward indexing schedule gets applied to make it “just work.” And it does “just work.” The out-of-the-box relevancy en
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By: Matt Morse
Posted:
April 6, 2009 at 12:25 AMThis is a quick post with a message that may seem obvious, but I’ve seen plenty of code that makes me think maybe it isn’t. So here’s my suggestion: store your application configuration such that it matches the scope of your SharePoint feature. To elaborate, I’ve mentioned before that SharePoint developers who come from a custom .NET development background are generally inclined to put application configuration settings in the web.config – which works fine for some things. However, what if you h
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By: Matt Morse
Posted:
April 5, 2009 at 11:43 PMCreating custom timer jobs within SharePoint enables a SharePoint developer to add a scheduled component to a SharePoint application. (Looking to get started with timer jobs? Andrew Connell has a good write-up on MSDN.) On a recent project, I created a couple of custom timer jobs and ran into some interesting behavior related to the job locking that I don’t think is documented very well at the moment. When you create a custom timer job, you inherit from SPJobDefinition. A couple of the construct
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By: Matt Morse
Posted:
March 31, 2009 at 5:18 AMOn several of my recent projects, the question has come up about the appropriate use of SharePoint Designer 2007 (or SPD) within an organization’s SharePoint installation. The question is sometimes around its role and scope; other times, it’s point-blank: should we use SharePoint Designer? And the question will only get asked more with licensing changes in the offing. But as every good consultant knows, the answer to any clear yes-or-no question is “it depends.” :-) In this case, it really does
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By: Matt Morse
Posted:
December 31, 2008 at 4:38 PMIn my last post, I described the process that I follow when customizing search results in SharePoint using the Core Search Results web part that ships with MOSS. If you haven’t seen it yet, I suggest you start there for some context on the rest of this post. On a recent project, I ran across the requirement of grouping search results by a managed property. It seemed relatively straightforward from a functional perspective, and given SharePoint’s XML-based architecture in search, feasible from a
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By: Matt Morse
Posted:
December 29, 2008 at 4:37 PMThe purpose of this post is to share the process that I’ve begun to follow in my own work related to search customization and to provide an opportunity for you to share what’s worked for you, as well. The post assumes that you’re generally familiar with how search results are customized using the SharePoint search web parts. There are numerous resources available for the mechanics of search result customization within SharePoint. For example, Matt McDermott has a good series of posts giving an
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By: Matt Morse
Posted:
December 22, 2008 at 11:37 AMIf you’ve done work with MOSS audiences, you’re probably aware that one of the ways that you can build an audience is to set up rules based on values found on each user’s profile. For example: In this case, I’ve set up a membership condition so that the “Favorite Ice Cream” custom user profile property must equal “Chocolate” for a given user to be included in my audience. When the audience is compiled, the output looks something like this: So now my audience has three user profiles that mat
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By: Matt Morse
Posted:
November 18, 2008 at 10:45 AMI was working at a client recently and "shetiquette" was the term they used to refer to "SharePoint Etiquette" -- the behavior users exhibit in collaborating with each other in MOSS. Their examples of bad shetiquette include: Checking out documents and never checking them back in (I've been known to be guilty of that on occasion). Putting garbage in metadata fields. For example, the description of a document is "asdfasdf." I thought the term was cool -- though yo
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By: Matt Morse
Posted:
November 14, 2008 at 5:13 PMToday was our second annual MOSS Camp held at the Clarity offices in Chicago. As I mentioned in my previous post, our approach this year was to choose a simple business scenario and then spend the day in various sessions all focused on building and delivering a SharePoint solution. The code is being published on CodePlex at http://www.codeplex.com/MOSSCamp. In case you missed it, here's a recap of the day's presentations: Burt Floraday and I kicked things off with a tag-team presentation of t
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By: Matt Morse
Posted:
September 30, 2008 at 11:01 PMYesterday, I posted about some interesting behavior related to CustomActionGroups. This post is related to a similar issue, but in a specific situation. I was working on a project recently in which we created multiple custom timer jobs. These jobs had some user-configurable settings, so I decided to create an ASPX page to perform the configuration, and create a link to the page from the "Application Management" tab within Central Admin. Seems straightforward enough, right? I created a
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By: Matt Morse
Posted:
September 30, 2008 at 12:07 AMA couple of years ago, when I was first starting to work with SharePoint, I overheard a conversation in the hall at my company. Will was talking to a few other people and asked this question: "What's the difference between a developer who knows SharePoint and a SharePoint developer?" At the time, I thought he was splitting hairs. But as I've gained some experience, watched my own approach to SharePoint development evolve, and worked with others who are ramping up on the platform, the m
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By: Matt Morse
Posted:
September 29, 2008 at 10:57 PMI ran into some interesting behavior on a recent project related to CustomActionGroups. As you're probably familiar, the SharePoint CustomAction element makes it pretty simple to extend (or suppress) SharePoint's functionality. The CustomActionGroup element is related -- and simply allows you to add your own application groups to contain custom functionality like this: The XML for specifying this customization -- in this case, adding some links to the "Site Settings" page -- is prett
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By: Matt Morse
Posted:
September 22, 2008 at 7:34 AMI'm working with George Durzi from Clarity to help coordinate this year's MOSS Camp event (here's George's post about it) in Chicago. We had a great crowd last year and are hoping for the same this time around. I'm personally excited because we're taking a little different approach on the format: instead of having an event that's a series of disconnected feature-focused session, we're going to focus on a single business problem for the day and then orient each session around a component of the o
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By: Matt Morse
Posted:
August 11, 2008 at 7:29 AMI recently ran into an issue with an error upgrading a standard SharePoint solution file. The deployment operation of the "upgradesolution" call kept returning the following exception: Some of the files failed to copy during deployment of the solution.
[MACHINE NAME] : [WEB APPLICATION NAME] : Error: The copying of this file failed: [FILENAME].
I/O error occurred.
The [FILENAME] above was a specific file in my WSP deployment package. The same error showed up consistently on all of t
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By: Matt Morse
Posted:
July 16, 2008 at 2:04 PMI'm using STSDEV 2008 (a utility from Ted Pattison's group) on a current project to generate the Visual Studio projects for SharePoint deliverables. If you haven't used it before, I'd recommend checking it out: it offers a pretty nice integrated way to bundle your SharePoint projects into solutions (WSP files). In any case, I had been very satisfied with how STSDEV was working out until I started getting this message whenever I built the project: "stsdev has stopped working." Digging
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By: Matt Morse
Posted:
June 20, 2008 at 8:12 AMI've blogged before about using Sandcastle to generate HTML help files from embedded comments in .NET -- and I still think it's a great approach. One of the great features is the ability to display the inheritance hierarchy for your classes and any base classes or interfaces that they implement along with links to the standard .NET Framework classes on MSDN. Here's what that looks like in a test HTML help file that I created: I've got a custom class that inherits from a winforms TextBox, and a
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By: Matt Morse
Posted:
June 9, 2008 at 11:34 PMI ran into this exception on a project recently and was stumped. This error showed up whenever we attempted to create new sites using the MOSS publishing site definition, or using any other site definition that included the publishing features: After the exception was thrown, the site was in a half-provisioned state: the site itself existed and the welcome page had been set to "[SPWebUrl]/Pages/Default.aspx" -- but the publishing feature was dying in provisioning the Pages document l
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By: Matt Morse
Posted:
June 5, 2008 at 7:47 AMWe're halfway through TechEd 2008 for developers in Orlando, and I've seen enough to make a few random observations: Silverlight is going to be big. I'm likely the last person to know the tremendous differences between Silverlight 1 and the upcoming Silverlight 2. I've dabbled in the past with Silverlight 1 -- and was generally underwhelmed. The XAML and vector-based UIs are cool enough, but having to do all the coding in JavaScript was a bummer. (Yeah, I know you can do pretty much anything in
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By: Matt Morse
Posted:
June 2, 2008 at 6:25 AMYesterday I was packing for my trip to Orlando for TechEd this week and my two-year-old son was watching me. "Where are you going, Daddy?" "I'm going on a trip for some training," I reply. "Is it potty training?" I sure hope not -- though this is my first TechEd. Perhaps I'll phrase it differently next time...
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By: Matt Morse
Posted:
May 23, 2008 at 4:10 PMOn a recent project, we were rolling up discussion board posts, which include a RichHTML field. The design called for the contents of the most recent posts to be summarized on the site's landing page using a Content Query Web Part (CQWP). The RichHTML field in the post is a mixed blessing. Having the ability to supply rich formatting within a discussion board post? Great. Having that markup screw up the styling of the landing page when it's rolled up? Less great. So we set out to display just t
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By: Matt Morse
Posted:
April 17, 2008 at 12:43 AMLet's play a little game I call "What's wrong with this code?" (I sometimes play the solitaire version the morning after I've done some late-night development...) Here's the quick scenario. I used Becky Bertram's blog post as a starting point and created a feature that was intended to provision and deploy a custom master page to new MySites. The feature was stapled to the MySite site definition, and the code in question was included in the FeatureReceiver class. Pretty straightforward,
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By: Matt Morse
Posted:
March 13, 2008 at 12:54 AMI've been involved in a number of conversations about the replicator activity in SharePoint workflow and difficulty that people have in wiring it up. Fred Morrison left this post in the MSDN forums today that offers some great tips and specific pointers. Technorati Tags: sharepoint 2007,workflow,development
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By: Matt Morse
Posted:
March 12, 2008 at 11:43 PMIf you've spent some time working with MOSS 2007's publishing feature, you're probably aware that SharePoint has some special treatment around the "Pages" document library that gets created in each site for which publishing is enabled. For example, you can put ASPX pages in other doc libs, but when you select "Create Page" from the "Site Actions" menu, for example, your new page will always end up in the "Pages" library. It's also well-documented that the
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By: Matt Morse
Posted:
February 6, 2008 at 1:30 AM
I've been working on a project recently with a number of content type definitions. As you may know, there are a number of different reasons to create a content type within SharePoint: in some of those cases you may have common properties for many content types, so it's possible to have many child content types inheriting from a single parent content type without adding additional metadata in the child types. For example, you might use this method to differentiate items for record center routin
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By: Matt Morse
Posted:
February 1, 2008 at 1:03 AMI have a problem with the tools I use for SharePoint development. Since most (all?) of my SharePoint development happens in a virtualized environment, I often have trouble remembering all of the little utilities and features that I use to make the dev process easier. When I switch between VMs, I end up searching for the same utilities over and over again -- and that's assuming I can remember which ones I've used (not always a safe assumption!). So I decided to keep a list of the tools I use rou
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By: Matt Morse
Posted:
January 24, 2008 at 10:09 AMOne of the powerful features provided by SharePoint is the encapsulation of functionality into web parts and the ability for users to manage the configuration of those web parts. And one of the biggest pains for users of SharePoint is the perpetual configuration of web parts. Ah, the trade-offs of flexibility. On a recent project, we used an approach that keeps the powerful capability of web part configuration but injects some flexible defaulting logic to (hopefully!) keep the user from removing
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By: Matt Morse
Posted:
January 14, 2008 at 9:14 PMI can't tell you how many times I've had the following conversation since I started developing on the SharePoint platform something over a year ago: Friend, Family, or Acquaintance: So Matt, what do you do? Me: I'm a computer consultant. Usually the conversation ends here, as most people hear "computer consultant" and either decide to never ask me about my job again or they make a mental note to call me about a printer problem. But some -- either in true interest or an attempt to feig
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By: Matt Morse
Posted:
January 10, 2008 at 10:16 AMI routinely use SQL Server Management Studio to write SQL queries, ogle details of the database schema, etc. Last week, I needed to change the permissions on a SQL login, and I got the following message: That confused me, as I was logging in to SQL using Windows authentication, and I am a local admin on my machine; as such I should be a member of BUILTIN\Administrators - which is by default configured to be a member of the sysadmin server role in SQL Server. But I kept getting "Access den
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By: Matt Morse
Posted:
December 23, 2007 at 10:26 PMMy personal shift from custom .NET development into SharePoint development happened a little over a year ago, and in that amount of time, it's been rewarding to see the SharePoint dev community blossoming. There are a number of fantastic blogs out there, and you only have to look as far as the tag cloud on CodePlex (see below) to see just how much activity is happening -- and how much people are willing to share. And yet I still find myself going through old projects and combing through the so
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By: Matt Morse
Posted:
December 19, 2007 at 7:27 AMWhen developing a SharePoint workflow, if you don't set the TaskId property declaratively on the CompleteTask activity (e.g. if you're following this recommended approach to handling task-related activities), you might find yourself with the following friendly exception: System.InvalidOperationException: Correlation value specified does not match the already initialized correlation value on declaration [correlationToken] for activity [completeTaskActivityName]. And as the exception suggests,
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By: Matt Morse
Posted:
December 17, 2007 at 11:16 PMIn his comments on my blog post regarding development of a SharePoint state machine workflow, Fred Morrison raises an excellent point which I think is worthy of some exposition. Here it is: In general, when developing task-related activities in SharePoint workflows, code to activity instances (rather than the workflow template). In a number of the examples available on the Internet (including ones I've done), references to the task information (Task ID and various TaskProperties classes) are don
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By: Matt Morse
Posted:
November 28, 2007 at 8:02 AMIt's no secret now that Microsoft's Windows Live Writer is a blogging application that has integrated support for WSS 3.0 blogs (like mine here at PointBridge). I've written my last six or seven posts using this utility, and I'm thoroughly impressed with how the Live team nailed this app! Here are my favorite features: Offline support. While I'm usually online, it's very often my offline time that presents the opportunity to blog. WLW allows me to save drafts offline and post them when they're c
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By: Matt Morse
Posted:
November 21, 2007 at 8:49 AMEvery now and then I find exactly what I'm looking for. The last couple of engagements that I've been involved in have had non-production SharePoint environments that do not allow SMTP relay out of that environment. So to test email notifications (e.g. alerts, messages sent by workflows, etc.), I either had to have a complete mail setup within the environment to verify receipt of email messages -- or simply perform limited testing. Neither of these is a great solution. And then I finally stumble
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By: Matt Morse
Posted:
November 20, 2007 at 9:32 AMThe post I wrote last year about using WSS 3.0 with ADAM for user authentication has drawn quite a bit of interest -- and also some confusion (and, uh, passion) about the licensing. Does it really require a license to MOSS or not? Hopefully this post will offer some clarity -- and also some options for those of you running only WSS. So that there's no ambiguity, here are the details on the features and licensing: The ability to use the ASP.NET pluggable membership provider model is supported by
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By: Matt Morse
Posted:
October 31, 2007 at 2:30 PMMOSSCamp, that is. Next Friday, November 9, is a great opportunity for SharePoint developers around Chicago to get together and share our collective experiences using MOSS. (And did I mention that it's free?) You can see from the schedule that the content is very dev-centric. It'll be informal, unconferency, and set up in a quick-hit fashion to make sure there's something relevant for everyone (and that the attention-span-challenged -- like me -- will stay tuned). I'll probably be talking brie
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By: Matt Morse
Posted:
October 29, 2007 at 11:09 PMOne of the perpetual thoughts tumbling in my head revolves around the SharePoint user experience (I had recent posts here and here on this topic). In my opinion, WSS3/MOSS represents an enormous step forward from WSS2/SPS in this area, but there are still significant opportunities for improvement. Which brings me to the topic of this post. I think one of the ways that the SharePoint user experience can be enhanced is to extend the boundaries of the WSS application beyond the Internet browser. T
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By: Matt Morse
Posted:
October 22, 2007 at 5:35 PM
This post is the last in a four-part series on the development of a MOSS State Machine workflow and will quickly walk through the steps of deploying the workflow as a SharePoint feature.
If you're starting here, the first three parts of the series can be found here:
Concepts and planning
Creating InfoPath forms (and an update to this one)
Workflow development
There are many resources available with explanations on packaging your workflow as a SharePoint features; the Visual Studio exten
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By: Matt Morse
Posted:
October 16, 2007 at 8:10 AM
Jeff Atwood's blog entry last week on control simplicity made me think of SharePoint.
For one thing, one of the common complaints I hear from clients about their SharePoint sites is that they're too "texty:" you hit a page and are greeted by 17 list views and you simply want to throw your mouse and run away screaming. The other reason I thought of SharePoint is that if you squint long enough at the picture of the microwave on the left, you'll actually start to be able to make out t
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By: Matt Morse
Posted:
October 8, 2007 at 8:58 AMIn my post regarding the use of ADAM as a user repository for SharePoint, I gave some basic instructions on the configuration necessary to get SharePoint's PeoplePicker to be able to enumerate users from ADAM. This post contains a little more detail about the specifics of the behavior that Microsoft's LDAP provider provides. (Note: It's probably safe to extrapolate these comments to other custom authentication providers as well, as the PeoplePicker is set up to interact with the MembershipProvi
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By: Matt Morse
Posted:
September 30, 2007 at 10:15 PM
One of the topics that routinely comes up with many of the clients I work with is the capability to move information currently stored on company file shares to SharePoint. (NOTE: The focus of this post is on user experience, but there are other factors to consider. Joel Oleson has a what not to do list that’s a valuable resource, and this post also has quite a bit of info on the discussion.)
You may be familiar with the morass that defines many corporate file shares: endless lists of folde
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By: Matt Morse
Posted:
September 29, 2007 at 9:34 PM
In the first two posts in this series (here, here, and there's an important addendum here), I discussed some of the initial analysis and InfoPath form creation that go into creating a SharePoint state-machine workflow. With those items done, it’s time to crack open Visual Studio and complete the coding.
A QUICK WORD OF ADVICE (AGAIN): If you haven’t done any workflow development before, don’t start here. Nick Swan has a good walkthrough for a basic sequential workflow. My opinion is that the
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By: Matt Morse
Posted:
September 29, 2007 at 9:30 PM
In my last post on creating a MOSS State Machine, I walked through the process of creating InfoPath forms for use in a MOSS workflow.
In the process of working on the next post -- the one where the InfoPath forms provide information to the workflow code -- I got tripped up by something that I've run into before and managed to forget. So hopefully by writing it down, I'll remember sooner next time I have the problem. :-)
Here's the pearl of wisdom: If you are a creating a workflow and
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By: Matt Morse
Posted:
July 5, 2007 at 4:58 PM
I was doing something with file attachments on custom lists in SharePoint recently, and the solution to iterating through the attachments and retrieving the binary file information wasn't readily obvious to me.
For example, adding new attachments is done with the Add method on the SPListItem’s Attachments collection. No problem.
newItem.Attachments.Add(fileName, contents);
// where "contents" is a byte[]
However, when you want to retrieve the existing attachments a
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By: Matt Morse
Posted:
June 15, 2007 at 5:25 AMI spent way too long yesterday trying to get a CAML query that would allow me to query on a lookup field and figured I'd share.
<rant>
First, one thing I find very annoying about SharePoint is that if you have an invalid query, the call to the GetItems() method returns all rows. What?? How 'bout a friendly exception that I have an invalid query??
</rant>
So here was the solution: the CAML query should be formatted with a type attribute of Lookup in the Value tag and the text of
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By: Matt Morse
Posted:
June 6, 2007 at 8:54 AMI was recently creating a web part for a WSS installation that needed to connect to a backend data store, run a query based on the user's context in SharePoint, then display the results in the UI.
It was an interesting situation, as I didn't have any developer access to the backend data store, nor did I have a good knowledge of the database schema.
To help troubleshoot, I created a generic XSL stylesheet that will transform the XML output of any .NET DataSet into an HTML table. This allo
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By: Matt Morse
Posted:
June 1, 2007 at 4:38 PM“InfoPath is my friend. InfoPath is my friend. InfoPath is my friend.”
I had to chant that to myself a few times before I started to believe it. Coming from a custom development background, my initial inclination with a web form is to simply bang out a quick ASPX page. But I’m starting to appreciate what InfoPath brings to the table – though I still have to chant occasionally.
In my last post, I outlined a hypothetical business case for a state machine workflow. If you haven’t read that one y
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By: Matt Morse
Posted:
May 30, 2007 at 1:33 AMI ran into a fun problem recently that ended up being related to conflicting versions of OFfice.
The symptom was that Internet Explorer (version 6.0; I didn't test with 7) would intermittently crash when viewing WSS sites. There didn't seem to be a reason behind what activity was being performed (e.g. viewing lists, web part pages, etc.), but it happened consistently in the same parts of the WSS applications.
After much hair-pulling, I found this newsgroup post, which turned out to have
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By: Matt Morse
Posted:
May 10, 2007 at 11:30 AM
IntroductionI ran into a real challenge in creating my first state machine workflow for MOSS, so I thought I’d share a quick demo (OK, not that quick: it is a workflow, after all) and hopefully save you some time.
This will actually be a short series of posts covering the following topics:
Concepts and planning (this post)
Creating InfoPath forms
Developing the workflow
Deploying the workflow
Before you get started, you’ll need to make sure you’ve downloaded and installed the latest Of
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By: Matt Morse
Posted:
April 30, 2007 at 2:31 PM
One of the cool new features of WSS 3.0 is item-level permissions, and a variation of that capability is carried forward in the "only their own" security setting.
In most WSS lists, it's possible to set the list security so that users have access to "only their own" items: each individual may add items to lists and will only be able to view and edit the content that he or she has created.
This feature can be found by visiting the List Settings for a list, then click
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By: Matt Morse
Posted:
March 5, 2007 at 11:50 AM
I ran into a funny issue in creating a custom theme for WSS.
After following the steps to create and deploy a custom theme, I was getting an error message in SharePoint when I tried to apply the theme to any site.
The error was:
Cannot open "[THEME NAME]": no such file or folder."
I had followed all of the steps and couldn't figure out what was up.
I finally found this post (see the reply from Bil Simser) that's related to SP 2003, but still apparently appli
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By: Matt Morse
Posted:
March 1, 2007 at 11:27 AM
I got this error message this morning after closing LiveMeeting running on Vista. I think it speaks for itself.
Classic.
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By: Matt Morse
Posted:
February 20, 2007 at 10:29 AMHeather Solomon always has great SharePoint content on her blog, but her SharePoint CSS reference guide is a must-have for anyone who has spent hours clicking with the IE Developer Toolbar and surfing through CORE.css.
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By: Matt Morse
Posted:
January 22, 2007 at 3:10 PM
I've been doing some SharePoint UI customization work recently, and if you've ever done any of that, you know how much fun it is to work with some gigantic CSS files.
I was talking to Dave last week and lamenting that the CSS specification doesn't include support for the specification of constants.
Here's the problem with developing CSS files: most of the time, there are a pretty small number of actual values that you're using, but they're being specified in a number of different clas
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By: Matt Morse
Posted:
December 18, 2006 at 11:20 AMI was working on a task recently that required some documentation, and I looked for an old friend, NDoc, which I had used in the past -- but only with .NET 1.x projects, apparently.
As it turns out, I'm a couple of months behind the times, and the primary developer is not going to pursue development on NDoc 2.0 for various reasons. At least one of the reasons that Kevin opted not to continue development was the announcement of the release of Sandcastle from Microsoft, which performs exactly
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By: Matt Morse
Posted:
December 5, 2006 at 1:07 PMUPDATE 11/20/2007
If you're looking for options to authenticate against ADAM and you don't have a MOSS license, see this post on that topic.
Introduction
Note: If all you care about is the technical detail of how to set it up, skip this section. :-)
One of the powerful new features of Windows SharePoint Services v3 (and MOSS, as by extension) is its ability to use authentication providers other than Active Directory. Because it's built on .NET 2.0, it can take advantage of the provider
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 Practice Manager Matt Morse is a practice manager for PointBridge. He has over 10 years of experience in application architecture and development, working in a variety of industries, including banking, manufacturing, ... [more]
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