Sharepoint Online Lookup as Document Property for Word Quick Parts

I'm trying to use Word Quick Parts and the document properties determined by my Sharepoint metadata to automatically fill in portions of the document I'm creating. Then, I have templates for my company's documents that I'd like to use Quick Parts to
populate.
For example, I'd like to choose a project number from another list, and then have Sharepoint look up the associated project's name, address, etc. (I have Sharepoint doing this by means of lookups). Then, the Word template uses Quick Parts to automatically
fill in information in the document, like the project number. The issue is that I am unable to get Word to allow the use of the lookup information - project name, address, etc. which are associated with the selected job number.
I currently have the document library set up to select the project number from a lookup of another list. Then it displays the associated project name, address, etc. based on this lookup. I am aware that these columns are merely displayed and nt actually
populated with metadata, but I have not been successful in using workflows to actually populate this metadata.
Any help would be greatly appreciated!

I was able to do something similar with a workflow, but it didn't work out great. For instance, I would select a Project Number from a list, then I would save the document. That would kick off a workflow that would fill in the project description. I would
have prefered the Project Description to be filled without having to save the document.
A separate issue I am seeing is (not with me, but other users) when they select a Project Number from a list, the index number of the Project shows in the document, not the Project Number. When the document gets saved, the Project Number gets saved in the
metadata. Not sure if this is a permissions issue, but I have tried granting other users full control, and they still experience this issue.

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Simon,
thank You for Your reply.
Your are shure, we speak from the same stuff ?
In a SAP/ BI InfoObject I set in the plane General
the Characteristic Is Document Property.
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a Word Document or a Picture to SAP/BI to the row of the querried
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This i Want to do in similar way in Batch in the Background:
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Sharepoint Online - File Associations - Create association for .sql files in SPO365

I maintain a document library as a script repository with .sql scripts. we refer to these often for operational processes.
unfortunately, we are currently only given the option to download these files from SharePoint Online.
Is it possible to create an association in SharePoint Online to have these files preview as text or to at least open them in SSMS or Notepad.
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Scott Davis

Hi,
According to your description, when you removed the Read List and Read Item operations and created them back based off of the view and recreated the external list, you saw all the columns you wanted.
Then you can modify view to choose the columns which you want to display.
The issue is, now the item picker and other operations that did not change seem to be going off of the view.
Do you mean that when you add/edit the item, it still displays the foreign key column in the list view?
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Lisa Chen
TechNet Community Support

Sharepoint online powershell. Change property of webpart

In addition to my previous question:
http://social.msdn.microsoft.com/Forums/office/en-US/fadcd297-32af-41bb-8132-60e987eccb3a/sharepoint-online-powershell-and-csom-change-listview-and-put-it-on-a-page?forum=sharepointdevelopment
In SharePoint online I want to change the property of a webpart. In this case I have a list of which I have changed the view (using powershell) but on the page (default.aspx) the view is not changed. So I guess if I change the view property of the webpart,
my problem will be solved. I tried to use the "GetLimitedWebPartManager
" but I do not get that running on Office365 as it is not part of the Microsoft.sharepoint.client.clientcontext, which I use to connect to the Office365 teamsite.
Are there any suggestions?
Thanks, Mike

Hi,
According to your post, my understanding is that you want to webpart view proproty in SharePoint Online.
As your environment is SharePoint Online, I suggest you can achieve it using Client Object Model. In Client Object Model, there is such API called LimitedWebPartManager.
More information about LimitedWebPartManager Class:
http://msdn.microsoft.com/en-us/library/microsoft.sharepoint.client.webparts.limitedwebpartmanager(v=office.15).aspx
http://msdn.microsoft.com/en-us/library/office/ee539301(v=office.14).aspx
http://www.enjoysharepoint.com/Articles/Details/change-webpart-title-using-sharepoint-client-object-model-258.aspx
Best regards,
Zhengyu Guo
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Support, contact [email protected]
Zhengyu Guo
TechNet Community Support

SharePoint Online Iterating through Document Libraries CSOM

Hi,
I am trying to iterate though a document library and set each document/items whithin to inherit permissions (at the moment each doc/item is using uniquer permissions).
I am able to get the specific document library that I am interesting in, however I cannot at the moment iterate though each of the items/documents within it, but here is what I have so far:
Add-Type -Path "Libraries\Microsoft.SharePoint.Client.dll"
Add-Type -Path "Libraries\Microsoft.SharePoint.Client.Runtime.dll"
Add-Type -Path "Libraries\Microsoft.SharePoint.Linq.dll"
Add-Type -Path "Libraries\Microsoft.SharePoint.dll"
$webUrl = "https://test.sharepoint.com/sites/testsite"
$username = "####"
$password = "####"
$securePass = ConvertTo-SecureString $password -AsPlainText -Force
$listname = "TestDoc";
$ctx = New-Object Microsoft.SharePoint.Client.ClientContext($webUrl)
$ctx.Credentials = New-Object Microsoft.SharePoint.Client.SharePointOnlineCredentials($username, $securePass)
#variables
$web = $ctx.Web
$lists = $web.Lists
$ctx.Load($lists)
$ctx.Load($web)
$ctx.ExecuteQuery()
#print web URL
write-host `n "Web Url:" `n $web.Url
foreach ($list in $lists)
if ($list.Title -eq "TestDoc")
#print list name if found
write-host `n "Found the list:" `n $list.Title `n
#attempting to iterate through items in the document library
foreach ($item2 in $list.Items)
#list the items/documents in the document library
write-host $item2.Title
It is the foreach loop I am having trouble at the moment as I am not sure how to loop though each of the items/documents in the document library.
Any suggestions on the approach I should take would be much appreciated.

Thanks for the heads up, I have re-worked my script which is simpler and now works like a charm:
Add-Type -Path "Libraries\Microsoft.SharePoint.Client.dll"
Add-Type -Path "Libraries\Microsoft.SharePoint.Client.Runtime.dll"
Add-Type -Path "Libraries\Microsoft.SharePoint.Linq.dll"
Add-Type -Path "Libraries\Microsoft.SharePoint.dll"
$webUrl = "https://test.sharepoint.com/sites/testsite"
$username = "####"
$password = "####"
$securePass = ConvertTo-SecureString $password -AsPlainText -Force
$listname = "TestDoc"
$ctx = New-Object Microsoft.SharePoint.Client.ClientContext($webUrl)
$ctx.Credentials = New-Object Microsoft.SharePoint.Client.SharePointOnlineCredentials($username, $securePass)
#get the List/DocLib and load it for use
$listUpdate = $ctx.Web.Lists.GetByTitle($listname)
$ctx.Load($listUpdate)
$ctx.ExecuteQuery()
#CAML Query to get all items inclusing sub-folders
$spQuery = New-Object Microsoft.SharePoint.Client.CamlQuery
$spQuery.ViewXml = "<View Scope='RecursiveAll' />";
$itemki = $listUpdate.GetItems($spQuery)
$ctx.Load($itemki)
$ctx.ExecuteQuery()
#iterating through the items and reseting permission inheritence
for($j=0; $j -lt $itemki.Count; $j++)
$itemki[$j].ResetRoleInheritance()
$ctx.ExecuteQuery()

Custom web part in SharePoint Online for "User segments"

Hi Experts,
I was refferd here from the SharePoine Online community. http://community.office365.com/en-us/f/148/p/278071/851153.aspx
I was following this article to implement user segment in SharePoint Online http://blogs.msdn.com/b/adaptive_experiences_in_sharepoint_2013/archive/2012/11/14/set-up-user-segmentation-to-drive-adaptive-experiences-in-a-product-catalog-in-sharepoint-2013.aspx
However, this seems to require a custom web part to be build and deployed in SharePoint Online.
Anyone has made user segment work in SharePoint Online? Anyone has done this custom web part before?
Thank you,
Aswath NS

By default the Site Users web part shows all the users and groups who have been give direct permission to the site. That would not include anyone who was given permission by being added to a group. You can modify the web part settings to show
a list of people in the Members group of the site or any other specific group. But there is no setting to show all the users who have access.
Paul Stork SharePoint Server MVP
Principal Architect: Blue Chip Consulting Group
Blog: http://dontpapanic.com/blog
Twitter: Follow @pstork
Please remember to mark your question as "answered" if this solves your problem.

Visio Web Access Refresh in SharePoint Online 2013

I'm trying to pull in SharePoint Online 2013 List data into a Visio Pro 2013 diagram and then serve the diagram into a SharePoint Online Page under a Visio Data Access Web Part.
I have no working knowledge of Visio, but made a data connection and presented SPO list data on my diagram. But the data appears to be static when deployed to the Visio Access Web Part - even when I manually refesh. I think, I'm not correctly
adding list fields to my document.
I've set refresh rates on both the document and the web part, but neither help.
For a demo I want to show a single list field - nothing fancy.
Possible to have dynamic data from an SPO List hosted in SPO?
Any way to filter which row is sent from through a URL Query string?
How?

Hi ,
Per the following article, the data sources will be disconnected and can't be refreshed after the Visio is published to SharePoint.
"You can publish PivotDiagrams or Timeline diagrams to SharePoint, but they are disconnected from the data sources and can’t be refreshed."
http://office.microsoft.com/en-001/visio-help/save-diagrams-to-sharepoint-HA102749359.aspx
And also I would suggest you post in Office365 SharePoint online forum for a better assistance regarding this issue through the following link.
http://community.office365.com/en-us/f/154.aspx
Thanks,
Daniel Yang
Forum Support
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Daniel Yang
TechNet Community Support

Powershell CSOM Sharepoint online list permission

I've been writing a script to connect to SharePoint online, create a document library and add some AD accounts to the permission. I've written all the code using snippets I have found through many searches but am having an issue with the permissions part.
All of the code is taken from this page:
http://jeffreypaarhuis.com/2012/06/07/scripting-sharepoint-online-with-powershell-using-client-object-model/
The only change is i'm using the get principal fun instead of the get group, but not sure if that's what has done it. I'm very new to powershell.
I keep getting an error when adding the user and permission type to roledefinitionbinding. The error is:
Collection has not been initialized at line 0 char 0.
The issue is when it runs $collRoleAssign.Add($principal, $collRdb) part and stop with the error above.
I would really appreciate a hand with this before my PC get launched out of the window.
Thanks Mark

Hi,
The following code snippet for your reference:
var login = "[email protected]";
var password = "xxxxxx";
var siteURL=”https://SharePointOnlineSiteUrl”;
ClientContext ctx = new ClientContext(siteURL);
var securePassword = new SecureString();
foreach (char c in password)
securePassword.AppendChar(c);
SharePointOnlineCredentials credentials = new SharePointOnlineCredentials(login, securePassword);
ctx.Credentials = credentials;
Web wsite = ctx.Web;
ctx.Load(wsite, w => w.HasUniqueRoleAssignments, w => w.RoleAssignments.Include(roleAssigned => roleAssigned.Member.Title,
roleAssigned => roleAssigned.RoleDefinitionBindings.Include(roleDef => roleDef.Name)));
ctx.ExecuteQuery();
RoleAssignmentCollection rac = wsite.RoleAssignments;
if (rac != null && rac.Count !=0)
Console.WriteLine("Unique Permissions: " + wsite.HasUniqueRoleAssignments);
foreach (RoleAssignment ra in rac)
Console.WriteLine("Group Name: " + ra.Member.Title);
foreach (RoleDefinition rd in ra.RoleDefinitionBindings)
Console.WriteLine("Permission: " + rd.Name);
Console.ReadKey();
More information:
http://social.technet.microsoft.com/wiki/contents/articles/24087.associate-permission-levels-with-sharepoint-user-groups-using-the-client-side-object-model-in-netc.aspx
Thanks,
Dennis Guo
TechNet Community Support
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[email protected]
Dennis Guo
TechNet Community Support

Can you add People Picker with multiple values to Word Document using Quick Parts?

Hi all, I've been trying to develop a form in Word that takes a bunch of metadata from the SharePoint library. Most of it works okay, but when I try to add any fields that have been set up to take multiple entries in a people picker, they don't show up
in the add quick parts list. Any ideas, or is this a limitation?

Hi NREL,
According to your description, my understanding is that the people picker column with multiple values was missing in Word Quick Parts.
This is by design that we are unable to use the fields which is allowed multiple selections.
As a workaround, you can use a text field(Single line of text) to store the multiple values of the people column. When you create a document, start a workflow to update the text field using the values of the people column, then use the
text field in Word Quick Parts.
You can do as the followings:
Open your library, and create a new column using Single line of text.
Open your site with SharePoint 2010 Designer, create a workflow based on your library.
Add the action “Set Field in CurrenItem”, and set it like the screenshot.
Set the Start Options is “Start workflow automatically when an item is created”.
Best Regards,
Wendy
Forum Support
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[email protected]
Wendy Li
TechNet Community Support

SharePoint Online - storage options (large exiting file store)

We would like to implement a SharePoint Online solution to provide remote access to shared files.
Ideally we would migrate our existing file store, but this is well over 500GB. Is SharePoint a viable solution for storing large volumes of data? I had looked into the possibility of RBS, but this is unsupported for SharePoint Online.
Any input would be greatly appreciated.

Hi sara_williams79. SharePoint Online can be used for large file stores but you should be aware of some key limitations. Each site collection in SharePoint Online can store a maximum of 100GB of data; so you would need at least 6 site collections for
your data. Maximum file size in SharePoint Online is 2GB. Any files over that size will not upload.
Document libraries in SharePoint Online can hold millions of documents but any library that holds over 5,000 items (or 20,000 in SkyDrive Pro library) will cause issues for some client tools like SkyDrive Pro sync client. Therefore do plan
for some time to check and reorganise your data to fit within the storage constraints and the SkyDrive Pro sync client (on the libraries you plan to use with it).
Further information about SharePoint Online storage boundaries is documented here:
http://office.microsoft.com/en-us/office365-sharepoint-online-enterprise-help/sharepoint-online-software-boundaries-and-limits-HA102694293.aspx
Are you planning to migrate users' home folders to SharePoint Online? SharePoint Online offers a good solution for this kind of data; each user receives 25GB of personal file storage in their SkyDrive Pro site which can be increased to a maximum 100GB.
Myles Jeffery | Office 365 MVP |
Try My File Migration Tool for Office 365 SharePoint Online

BW-BPS: Characteristic is Document Property.

Hi,
we want to enter comments manually in BPS. Therefore we want to activate Characteristic is Document Property for special InfoObject.
How many digits we are allowed to enter? Only up to 60? Is there a possibility to enter more than 60 digits in BPS?
Thanks

Hi Henning:
As you know when a Char is set: "Characteristic is a Document Property", user comments can be written in reports about this characteristic. That means that SAP must generate a property in the model for document management (DM Workbench) for this Characteristic. So, here you can have 2 situations:
- First: You are asking the NW to keep tracking/record of addtional information for your model. That, technically speaking, if you set as DP too many Chars, might affect performance. It's better to agree with your customer (Blueprint phase) which set of Chars will be used in this way.
- Second: With too many characteristics as Document Properties the display and selection of documents could be not very clear.
Hope this help.
Assign points if helpful.
Kind regards.
Francisco.

What are the possibilities and limitation of using Out of the box content search webpart on SharePoint Online 2013/O365 ?

Hi All,
We are migrating from on-premise SharPoint 2010 to SharePoint online 2013.
I have few questions below:
What are the possibilities and limitations of using Out of the box content search webpart?
Also, how the cross site publishing will work in SharePoint online something with managed navigations and product catalog apporach? if it is not supported, then what are the alternatives to acheive the same?
Appriciate any commnets/clarifications.Thanks in advance.
Thanks,
Dhananjay.

Here are the possibilities of Content search webparts
http://office.microsoft.com/en-in/office365-sharepoint-online-enterprise-help/configure-a-content-search-web-part-in-sharepoint-HA104119042.aspx
http://office.microsoft.com/en-in/office365-sharepoint-online-enterprise-help/when-to-use-the-content-query-web-part-or-the-content-search-web-part-in-sharepoint-HA104206662.aspx
Compare the strengths and limitations of the Web Parts
It’s important that you understand the strengths and limitations of the two Web Parts because if you choose the wrong one, your site could run into performance problems. You can use both Web Parts to show content that is based on a query. In a simplified
world, here’s how you can decide between the two:
Use the CQWP when you have a limited amount of content, your query is simple, and you don’t expect your content to grow much in the future.
Use the CSWP in all other scenarios when you want to show content that is based on a query.
The table below gives a comparison of the two Web Parts:
Web Part behavior
Content Query Web Part
Content Search Web Part
Query configuration
Easy
You’ll need to know about certain search features such as
managed properties.
Query across large amounts of content
Limited
Yes
Handle complex queries
Limited
Yes
Scale to handle future content growth
Limited
Yes
Display content from other site collections
No
Yes (see
section below)
Design of query results can be customized
Yes, by using XSLT.
Yes, by using HTML.
Maintenance cost in a complex site architecture
High
Small (see
section below)
Narrow down the query results that are displayed in the Web Part
No
Yes, in combination with the
Refinement Web Part.
It was not there previously but then it was added to Office 365
http://blogs.office.com/2013/10/29/search-innovations-for-site-and-portal-design-in-sharepoint-online/
If this helped you resolve your issue, please mark it Answered

Why isn't my SharePoint online document library showing anything in the Title column for PDFs I upload?

I've got a document library on my SharePoint Online site. I've enabled the Title column in the library view. When I upload Word documents, the title I entered into the document properties list (Word 2010, File > Info > Properties list > Title) appears
in the Title column of my library in SharePoint. But when I upload the published PDF version (created from the same Word file using Word 2010 by File > Save As) to the library, there's nothing in the Title column. Why? Is SharePoint failing to read the
metadata of the PDF file? Is Word 2010 failing to copy the metadata into the PDF file when it's created from the Word file?
What's going wrong and how do I fix it?
When answering, please keep in mind that I'm a SharePoint novice.
Regards,
Bruce Officer

I think I've ruled out the possibility that Word isn't saving the Title property with the PDF when I convert to PDF using Word 2010's built-in Save As PDF command. I found a utility called Evermap AutoMetadata which shows all the metadata saved in a PDF
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I am getting error when hovering on document in sharepoint online "sorry there was a problem and we can't open this document.If this happens again, try opening the document in Microsoft Word"

I am getting error when hovering on document in sharepoint online "sorry there was a problem and we can't open this document.If this happens again, try opening the document in Microsoft Word".I am sure that document is not corrupted and
all. something it showing the preview and sometimes it throwing this error. I hope this error is intermident. When clicking on the link also it throws this error but on refreshing it working fine. I dont know why it is happening. Please helpme to resolve
this issue.

Hi Waqas
Thanks for your help with this. I had a look at both posts, the URL works fine from the WAC server and I am not using a System account to test docs.
Also, this is a production site that is accessible over the Internet, so we are using https therefore the WOPIZone is external-https.
Issue #3 in the above blog link does not reflect the same error I see on my servers.
I also had a look at the information in this link: http://technet.microsoft.com/en-us/library/ff431687.aspx#oauth
Problem: You receive a "Sorry, there was a problem and we can't open this document" error when you try to view an Office document in Office Web Apps.
If you added domains to the Allow List by using the
New-OfficeWebAppsHost cmdlet, make sure you’re accessing Office Web Apps from a host domain that’s in the Allow List. To view the host domains in the Allow List, on the Office Web Apps Server open the Windows PowerShell prompt as an administrator and run
the Get-OfficeWebAppsHost cmdlet. To add a domain to the Allow List, use the
New-OfficeWebAppsHost cmdlet.
I have not added any domains to the Allow list so this did not help either. Should I add the domain?
Any further help with this is much appreciated.
Thanks again.
Yoshi

Hiding the MS Word Web App toolbar in SharePoint Online Document Library

Hi Guys!
Badly needed your input on this scenario. I've created a document library in SharePoint Online but when I add a document I wanted the MS Word Web App toolbar to be hidden as I didn't want to have the document printed and downloaded. Just
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I've come across subscription to IRM of Office 365 as a solution but it's kinda expensive for this need.
Any idea on how to resolve this scenario would be greatly appreciated.
Thanks,
Venus

Hi!
Even if I give a view-only permission to the user, still the print button is available and the document can still be downloaded to PDF file.
Also, the permission rights given to the users of the document library is contributor. But after routing for approval and the content is approved. It should be read-only even to the one who authored the document.
I've checked also IRM for a solution but unfortunately what we have is E1 package so IRM is out of the option.
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Venus

Sharepoint Online Lookup as Document Property for Word Quick Parts

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