Sharepoint 2010 and InDesign Packages - HELP!
I am part of an in-house creative team and our company is implementing SharePoint to replace our local network and external resource server. While this is great for marcomm documents, excel files and product photos, it's opened up a pandoras box for InDesign packages and to a lesser extent, Illustrator files.
Before we could store worker files on the local network and when an ad was finalized post a PDF to our external resource server for publications, vendors, dealers and distributors to download. If someone wanted the worker we would zip the package and send it to them.
Now with SharePoint we will utilize "private" and "published" controls which will enable us to need only ONE document location, serving as both our local network drive AND our resource (dealers and distributors will have login access rights to anything checked "published.") This creates somewhat of a problem when making InDesign worker files accessable, as they would need the entire package - fonts, links & file - in order to download a workable file. From what I understand there is a "download dependent files" option within SP, which would make all files - links, fonts, etc - download with the selected InDesign file.
So here is the question: how do you enable people outside the company download the worker packages without:
1) them downloading in random bits and having to explain to them how to re-assemble the document, links, etc
2) having to duplicate files over and over again by creating seperate packages for each ad, catalog, poster, brochure, postcard, etc.
So far the SP company facilitating the design & development of our SP system has said the solution is to create a zip file with associated PDF for each creative. That seems like a total waste of space with over redundancy and is 10 times more painful than our current workflow. Add in 5-15 resizes for the same ad and you've created quite a mess.
Does anyone out there have experience with this? There must be a solution...
Cory,
You may ask in the InDseign forum: http://forums.adobe.com/community/indesign/indesign_general
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I am trying to add a new workflow to a document library with the below mentioned settings and getting error saying "This form cannot be opened in a web browser. to open this form use microsoft infopath" while adding a new Approval - Sharepoint
2010 and Publishing Approval workflow" . For your information the I have checked the server default option to open in browser.
Versioning Settings.
Error
This is quiet urgent issue . Any help would be really helpful.. Thanks..Hi Marlene,
Thank you very much for your suggestions.
But I am not creating a custom workflow in designer as Laura has mentioned. I am instead trying to create a new Out of the box Approval Workflow and I get the error mentioned above.
As it works in other environment, I tried figuring out the possible differences which can lead to this error.
Today I found one difference which is there are no form Templates within Infopath Configurations in Central Admin. Now I am trying to figure out what makes this form templates to be added to the template gallery.
Regards,
Vineeth -
Integration between InfoPath web forms (browser side), SharePoint 2010, and Word or Excel
To begin with the end in mind, here's what I need to do:
User A (employee) fills out infopath form in browser.
User A saves infopath form, workflow runs, and sends a link to the manager
User B (Manager) opens infopath form, clicks a button, and all the information from the saved infopath form magically appears in a excel document
Here's how I did it, because I couldn't find an easier way to do it. This is an InfoPath no-code solution (uses web service and workflow I had to build) and this is working somewhat:
In InfoPath Designer 2010, created the form from Blank 2007 form template.
Published the form and promoted fields to Sharepoint 2007 as a new forms library.
Created a view on forms library to show all fields (SQLExportView1).
Created SSIS package to import data from SharePoint forms list using the view "SQLExportView1" into a new database and table in SQL Server (tblSQLExport1).
Created SQL Agent job to run this package every 2 minutes.
Created workflow to notify manager.
Created excel document with an external data connection to SQL server.
In SQL, created a stored proceedure ("spGetCurrentID") to truncate, then add a row to a table ("tblCurrentFormID").
On InfoPath form, added a button that takes the current infopath form "ID" into a table in SQL server by calling the stored procedure via a web service.
On Infopath form, added a hyperlink to the excel file which opens in the client.
In excel, added a button on the workbook that queries the SQL database for the current form ID, and drops it into a cell.
In excel, added a button on the workbook that queries the SQL database for the sharepoint list details that were exported via SSIS, returning only the row for the current form ID.
In excel, created a button on the workbook that displays the fields I want in the location I want
With over 25 users concurrently hitting the form library, there is a chance that when they open excel they will generate an excel document with bad data in it (data from someone else's current ID).
I've since migrated to SharePoint 2010, and it works the exact same way in 2010.
What I want to do is find a way to get the data that is already saved in the infopath form DIRECTLY to Excel by clicking a button without the web service, the stored procedure, the SSIS package, the SQL agent job, etc. My problem has always been
in getting the data from infopath into RAM/Clipboard/temp file(?) and imported into Excel by bypassing the SQL.
Of course, I would like to do this without requiring an administrator approved template in InfoPath, and have it be much more simpler to maintain. There are a lot of moving parts.
Please point me to any examples or make recommendations. The requirement is that users open the form, the data is filled out already, and with a click of a button, the data shows up in excel automatically in the right place for the item they're currently
looking at in infopath.
Now that I've got this working (kind of) for one excel document, management wants to add 25 other documents that this one infopath form can generate.
Therefore, once I get this to work better for one excel document, I can add other excel documents.
I've considered passing a parameter to the excel document in Excel Web Services, as I believe that excel web services 2010 can support this. However, I believe that the macros that run in the excel client okay won't work in excel web services 2010.
Users would prefer to open Excel in the client, though, so not sure I'm going to go down this path.Clayton,
You rock - thank you for all your responses!
The infopath form was built doing what it does long before the need to get the data into Excel.
You are correct in that I could have modified the infopath code to save to SQL, but the fields in the form and on the forms library columns do change before and after the manager approves it. As such, adding some code to submit the infopath data to
SQL could have been used to write data into SQL server instead of leveraging SSIS/SQL Agent to do so. However the aformentioned workflow (see way up in the thread) does more than just send an email to the manager with a link. It also edits some fields in the
forms library column on that particular list item. By using SSIS, every two minutes they get the latest stuff from sharepoint into SQL without having to add code in the workflow or - if possible - on the infopath code that does a table update where item=abc.
It is common to get data from sharepoint into sql, regardless of whether or not it is a list or library (including infopath forms libraries). There is sample code on Codeplex that has been downloaded close to 40,000 times for this purpose which I'm sure
you are familiar with:
http://msdn.microsoft.com/en-us/library/dd365137(v=sql.100).aspx and
http://sqlsrvintegrationsrv.codeplex.com/releases/view/17652
I agree with you in so many ways on why they should not be using excel (or word) to present the information. Having InfoPath or a custom workflow magically convert the data presented on a specific view in a filled out InfoPath form to PDF and emailing it
would be wonderful, but it simply is not a possible solution.
Surely you're familiar with companies that have a word document that, say, a manager will email to someone as an attachment, then the employee prints out the word document, fills it out on paper and signs it with a pen (or fills out a fillable form, then
prints it), they then either fax it back or scan it and email it back to the manager, who then prints it out and hands it to a VP for a signature, etc. Yes, the process is very old-fashioned, but in health care, finance, and for legal compliance reasons,
some places simply have to do their manual processes the way they are. I've suggested and shown examples of how it can all be done electronically with digital signatures, etc., but their legal compliance officers and board members do not agree to this methodology.
As such, I work within the confines I am presented with, as I'm sure you've had to do as well.
I myself have worked for several Fortune 100 firms for many years (Microsoft, T-Mobile, etc), know what is possible. However the place I am at now, many of those options simply are not possible.
They use excel (and word) because that is the templates the legal department and third party companies they work with gives them to work with.
If you've used enterprise OCR systems (LaserFiche, OnBase, Hyperion, etc.) you would be familiar with the fact that in order to scan and index keywords from OCR cover pages, the document has to have fields in a certain location. While I have tried to
get the InfoPath form to line up properly, I cannot print out headers or footers and page breaks where the OCR system requires and expects them to be. What's more: when you print a filled out infopath form that loads browser side, as you know you get the browser-related
stuff with it. Although they're all on the same web browser (finally - IE8) and all on windows 7 and office 2010, I cannot control the fact that some users use large fonts and other accessability features to make their 21" screens run at 640x480 (exaggeration).
When you do this, it changes the margins in the print area, and more.
If I could take the data that is in infopath, merge it with an excel template, and export that to PDF, that could be an option. Not looking to buy some enterprise PDF generating product, though, and looking to do this as close to a no-code solution as possible.
Why we're suggesting PDF, perhaps we should be considering XPS, since we are staying with the Microsoft technology stack here.
Perhaps I should rephrase my original question like this: "I have 25 different documents that all need to be filled out automatically. Each document has different text on it, but the fields that need to be filled out on the documents are almost all
the same. I want to present one form for users to fill out, and once saved, to generate all 25 different documents. How would you do this?". While not entirely accurate, as not all 25 documents need to be created at once, only on demand with a click of a button
for each document, perhaps that is a better way of stating the need.
Thank you Clayton (and all you lurkers out there hoping to find out how we solve this). -
How to enable the SharePoint 2010 and 2013 Developer Dashboard for specific Web Application or Site collection(not for all Web Application)?
Vishal GoyalHi Vishal,
I don't think there is option for specific site collection or web application,but there is option of enabling developer dashboard on specific master pages and that is one on of the way you could do it.
look article on below link to enable developer dashboard on specific master pages
https://msdn.microsoft.com/en-us/library/office/ff512745%28v=office.14%29.aspx?f=255&MSPPError=-2147217396
Let me know if this helps.
Thanks
Bhism -
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Hi,
I need to learn migration steps from moss 2007 to sharepoint 2010 and sharepoint 2013.Can any one please explain the step by step procedure for this.What are the migration tools available.Please reply.
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This link describes the process:
http://www.winwire.com/moss-2007-to-sharepoint-2013-migration-using-database-attach-method/
Some paid tools for migration:
https://www.harepoint.com/Products/HarePoint-Content-Workflow-Migrator/Default.aspx?gclid=CM2l1v3m28MCFRVxvAodpq0AVA
https://www.avepoint.com/sharepoint-migration-download/?gclid=CPK17_fm28MCFQ1xvAodekAA8w
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Nadeem
Please remember to up-vote or mark the reply as answer if you find it helpful. -
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Can you please suggest the best approach that can be followed to save time to add the new server to the existing farm using slipstream.
Thanks.You can do the same per the old thread. Just install SharePoint server, cancel config wizard, install Project Server, cancel config wizard, install LPK, then start Config Wizard and join to farm.
Trevor Seward
Follow or contact me at...
  
This post is my own opinion and does not necessarily reflect the opinion or view of Microsoft, its employees, or other MVPs. -
SharePoint 2010 and Outlook Integration
Hi All:
I have a question about SharePoint 2010 and Outlook Integration, My Question is:
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WillHi Tim,
Depending on what you want to achieve, you can use EWS (Exchange Web Services) to manage email on an Exchange mailbox.
I blogged about adding and removing appointments from an Outlook calendar using EWS here: http://matthewyarlett.blogspot.com.au/2012/07/using-ews-exchange-web-services-in.html
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Applescript and InDesign: Packaging/exporting -- can you help?
I found and tweaked a droplet script that isn't quite working right. I tried and failed to learn to do this myself. Any help is greatly appreciated! This is for InDesign CS6 -- you don't really need to know InDesign in order to help (at least I don't think so).
For the moment, I simply drag multiple InDesign files (for this example, "filename1.indd" and "filename2.indd") onto the droplet. InDesign packages them separately and outputs PDFs into each output folder. The problem is that it's creating too many folders and not putting things where I want.
Another thing: when InDesign packages a file, it creates a "Instructions.txt" file for each package that I need deleted. I'd really like this added to the script as well. Is it possible?
Current output (messy!)
Desired output (perfect!)
"exports" folder
"filename1" folder
filename1.pdf
"filename1" folder
filename1.indd
Instructions.txt
"filename2" folder
filename2.pdf
"filename2" folder
filename2.indd
Instructions.txt
baseFolder <--- directory of original files
"filename1" folder
filename1.indd
"PDF" folder
filename1.pdf
"filename2" folder
filename2.indd
"PDF" folder
filename2.pdf
Here's the script I have so far:
property baseFolder : (path to desktop as text) & "exports:"
on open mgItems
repeat with mgThisItem in mgItems
tell application id "com.adobe.InDesign"
try
open mgThisItem
set mgDocName to name of active document
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set targetFolderPath to my createFolder(mgShortName)
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tell the active document to export format PDF type to mgProofFilePath without showing options
tell the active document to package to mgPackageFilePath with copying fonts, ignore preflight errors, copying profiles, updating graphics, including hidden layers,copying linked graphics and creating report
close active document saving no
on error e
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end try
end tell
end repeat
display dialog "PDFs created and InDesign file packaged"
end open
on createFolder(nameString)
set macFolderPath to baseFolder & nameString
do shell script "mkdir -p " & quoted form of POSIX path of macFolderPath
return macFolderPath & ":"
end createFolder
Thanks very much!Easy enough. Note that I've moved things around a little to make a nicer flow:
on open mgItems
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set shortDateString to short date string of (current date)
set {oldTID, my text item delimiters} to {my text item delimiters, "/"}
set dateBits to (text items of shortDateString)
set my text item delimiters to ""
set datePrefixString to (text item 3 of dateBits & text items 1 thru 2 of dateBits & "_Release") as text
set my text item delimiters to oldTID
repeat with mgThisItem in mgItems
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set targetFolderPath to path of container of disk item (mgThisItem as text)
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set mgDocName to name of active document
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set mgShortName to text item 1 of mgDocName
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SharePoint 2010 and InfoPath 2010 - Load data from another form
Hello,
I have two questions on this topic.
Is it possible to open an empty InfoPath form and give the user the option of loading it with data from a previously submitted form? They want the ability to save some time of filling in some fields that were entered in an earlier form. Any description
of how or a link would be appreciated.
Also, if I create an InfoPath form template in a SharePoint Form Library like above, the user would like to be able to have multiple forms associated with each other. There would be some key that packaged them with each other. Then from within
one of the form, there would be an option to submit the whole "package" at once. All the forms associated with that one key. Again, any examples or links would help.
Thank you!You can use InfoPath Query Data connection to point to a library / list where your data is located.
For loading data, you should be using Form Load event, and then populate ID's to a Drop down list.
when the user selects the ID from the Drop Down list, you can write another rule to query data based on the ID's from the list and store the values in your current form.
For the second question, you should try creating a single form with multiple views. and show hide views based on user or business logic.
You can write multiple submit rules to submit Form data to different different library / list.
here are some links for your reference -
Add, delete, and switch views (pages) in a form
http://office.microsoft.com/en-us/infopath-help/add-delete-and-switch-views-pages-in-a-form-HA101732801.aspx
Add a data connection to a SharePoint document library or list
http://office.microsoft.com/en-us/infopath-help/add-a-data-connection-to-a-sharepoint-document-library-or-list-HP010093160.aspx
Automatically query by using a data connection
http://office.microsoft.com/en-us/infopath-help/automatically-query-by-using-a-data-connection-HP001100271.aspx
SharePoint List Data Connections in InfoPath 2010
http://blogs.msdn.com/b/infopath/archive/2010/05/06/sharepoint-list-data-connections-in-infopath-2010.aspx
Hope this helps!
MCITP: SharePoint 2010 Administrator
MCTS - MOSS 2007 Configuring, .NET 2.0
| SharePoint Architect | Evangelist |
http://www.sharepointdeveloper.in/
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PerformancePoint in Sharepoint 2010 and SQL Server 2012 data source
Hi,
I have a problem on creating PerformancePoint reports in Sharepoint 2010 based on SQL Server 2012 source data.
I try to create a data source in PerformancePoint dashboard designer, I choose Analysis Services, and I get a following error:
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I think it is due to a version of a ADOMD.NET component that needs to be installed, but I am not sure which version is necessary? Could you help
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Srdjan NikitovicDid you set unattended service account for your PPS?
The Data source cannot be used because PerformancePoint
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Language pack resource files in SharePoint 2010 and 2013
Hi,
We are translating the Language pack for SharePoint 2013 in Albanian language.
Comparing to SharePoint 2010 resource files, there are less of them in SharePoint 2013 but they are bigger in size. Are they merged and in that case which of them are merged? Any other info relating to this issue would help
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Thanks,Hi,
Although the 2010 and 2013 are different versions, most of the files contain the same words. I just thought that maybe someone knows if and if yes, which of the files are joined together in 2013 since there are less files in 2013 but bigger in size. All
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SharePoint 2010 and Excel Calculation Services
I'm curious what the hardware requirements are for Excel Calculation Services in Sharepoint 2010. I found an architecture document but it doesn't list out the specific requirements.
architecture I understand that you can install all the services on one server but it isn't recommended. It then talks about how you can scale up the application servers, and
web front ends. What should the hardware look like for both the application server and web front ends? Do I need to setup a standalone box for each application server, and just one web server apart from what we already have for Sharepoint? We already
have several boxes to run various portions of Sharepoint 2010. Such as, a standalone box for: Indexing, Web, Database, and Shared Services. What should we set aside for Excel Calculation Services? What are the recommended setups, and
how should we anticipate growth? X number of users per app server etc.?Hello,
I need help setting up excel services.
Excel service is already running on sharepoint server.
I have one reporting file which is generated by DBA with database connection. i want to upload that file under document library and i want whenever user open it through document library, it gets updated through database connection
This is my first time, so pls guide me
Reporting file has authentication set to --> None
Do i require any specific settings for authentication? like unattended account ? which username should i use
Connection String -->
Provider=SQLOLEDB.1;Integrated Security=SSPI;Persist Security Info=True;User ID=ExcelServices;Initial Catalog=SurveyData;Data Source=jdb1;Use Procedure for Prepare=1;Auto Translate=True;Packet Size=4096;Workstation ID=RSTKW7W-06709;Use Encryption for Data=False;Tag
with column collation when possible=False
http://../training/sptestsite/Medication_Audit_Report
http://../training/sptestsite/Medication_Audit_Data_Connection_Library/
Trusted File Location - is this place do i need to upload that reporting file?
Trusted Data Connection Libraries - is this place do i need to save connection file .odc ?
If i am not wrong, should i put
Trusted File Location = http://../training/sptestsite/Medication_Audit_Report
Trusted Data Connection Libraries = http://../training/sptestsite/Medication_Audit_Data_Connection_Library/
http://../training/sptestsite/Medication_Audit_Report -- Here only reporting file will be uploaded right?
http://../training/sptestsite/Medication_Audit_Data_Connection_Library/ -- Here only database connection .odc file will be uploaded?
what other settings are required. please correct me
my email address - [email protected]
Harsh -
Lync 2013 standard deployment: Exchange 2010 Sharepoint 2010 and outlook 2007 collaboration
HI
I have Exchange 2010 and sharepoint 2010 with all our user using outlook 2007. what options do I have for collaborations between these systems if I was to install Lync 2013. I have seen posts that mention that you cannot use outlook 2007 and lync 2013 and
that you would be better off installing the lync 2010 client?
1. would we be covered from a licensing point of view if we had bought lync 2013 cals but install the lync 2010 software on desktops?
2. what Cals do we require for presence to be available in SharePoint we currently have standard sharepoint cals?
3. what new features will we loose if we install 2010 lync software.
4. if our mobile users use the 2013 lync software will these be able to communicate with the 2010 users?
thanks
JHi,
If you use Lync 2013 client with Outlook, multiple functions will not be achieved, such as: customize Outlook meeting invitations (add logo, help URL, disclaimer, footer text), in Outlook, configure meeting option to mute attendee audio and video by default,
presence status in the Microsoft Outlook To and Cc fields, and so on. As Lync 2013 is the part of Office 2013, the best choice is using Outlook 2013.
More details:
https://technet.microsoft.com/en-us/library/gg412817.aspx
For the CAL requirement, you can refer to following link:
Lync Licensing Guide
You can refer to the link below of “What’s new for clients in Lync Server 2013” to understand the new features for Lync 2013:
https://technet.microsoft.com/en-us/library/jj204933.aspx
If you use Lync 2013 mobile clients, you can communicate with 2010 users with no possible.
Best Regards,
Eason Huang
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact [email protected]
Eason Huang
TechNet Community Support -
SharePoint 2010 and PowerPoint 2010: Open PPTX File in Edit Mode and Open PPSX in in Slide Show Mode
I have the following issue while opening PowerPoint PPTX file and PPSX from the Document ID link provided by SharePoint 2010.
Issue
Initially when I opened PPTX file from the DOC ID link from SharePoint 2010, it is opening up in Slide Show mode which is not how we want it to be.
For PPSX, it is opening in Slide Show mode which is what we wanted.
Thus, I did some research online and found this article at support.microsoft.com/kb/q299824 which requires some modification to the Registry of the client machine.
I did the change as follows
Open Registry
Look for “Computer\HKEY_CLASSES_ROOT\PowerPoint.Show.12”
Set BrowserFlags value to a
After the change, PPTX is opening in Edit Mode in PowerPoint which is correct but PPSX is also opening in Edit Mode in PowerPoint which is not correct
This issue only occurs if I open the document from the Doc ID link in SharePoint. If the documents are downloaded, it will not have this issue.
Questions
Can I set PPTX to open in Edit Mode and PPSX to open in Browser Mode?
Is this fixed as in if I change the registry setting it will affect both file types?
Is there other ways I can achieve opening PPTX in Edit and PPSX in Browser Mode?
[Environment]
My Client machine is running on I.E 9 and Office 2010.
Thank you.Hi,
To make the PPTX file open in Edit mode and PPSX file open in Slide Show mode, I recommend to edit the registry key HKEY_CLASSES_ROOT\PowerPoint.Show.12 to 8.
I tested the scenario in my environment with changing the key value to 8, after that PPTX file opened in Edit mode and PPSX file opened in Slide Show mode.
Best regards.
Thanks
Victoria Xia
TechNet Community Support -
SharePoint 2010 and Reporting Services add-in - multiple versions supported?
Hello,
I would like to try out Reporting Services with SharePoint 2010. I already have the Reporting Services add-in installed on the WFE for SQL Server 2008 R2, but not configured.
At this point I thinking it's best to move forward with SQL Server 2012.
Can both the 2008 R2 version and 2012 version of the Reporting Services add-in exist on the same WFE in separate instances? Or do I need to uninstall the 2008 R2 version first?
Thank you in advance,Just upgrade to the 2012 version, you don't have to uninstall first.
Also, see the supported combinations of SSRS version and Addin version:
http://msdn.microsoft.com/en-us/library/gg492257.aspx
Use the highest version of the addin possible, as newer addins have offered performance improvements.
Trevor Seward
Follow or contact me at...
  
This post is my own opinion and does not necessarily reflect the opinion or view of Microsoft, its employees, or other MVPs.
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