Tag Archives: document library

SharePoint Browser Support… Improved with 2013, really?

I wrote a post a little while ago about Microsoft’s boasts on supporting all browsers in SharePoint 2010. The fact is, SharePoint 2010 does not. What about SharePoint 2013? Let’s see:

Right off the bat, I see this when using Chrome, but not in FireFox.

Microsoft add on for Chrome

I went ahead and ignored it and tested out some items (below). As soon as I hit the first time that didn’t work as planned in Chrome, I enabled it, and it didn’t help things. Not sure what this is for.

The following tests were completed with Internet Explorer 10.0.9200.16540, Chrome 23.0.1271.64 m, and FireFox 16.0.2. See the bottom for IE8 or IE9.

Within a document library…

Try uploading multiple documents… this has changed since SharePoint 2010. There is no longer an option to upload multiple from the ribbon. Instead, you can drag your files into the library.

Funny enough, this doesn’t always work in IE, works great in Chrome and FireFox. Have you experienced the same in IE? I’m betting this is a bug in my IE with one of the add ons.

ie_dragdrop

Drag and Drop in IE

firefox_dragdrop

Drag and Drop in FireFox

Drag and Drop in Chrome

Drag and Drop in Chrome

Try opening the library in Windows Explorer, only works in IE still.

Open with Explorer in FireFox

Open with Explorer in FireFox

Open with Explorer with Chrome

Open with Explorer with Chrome

Open with Explorer with IE

Open with Explorer with IE

Try opening a Word doc and have it connect and save back to SharePoint. This was terrible in SharePoint 2010, only worked in IE. It appears it works amazingly well on SharePoint 2013!

Live editing in Chrome

Live editing in Chrome

Live editing in IE

Live editing in IE

Live editing in FireFox

Live editing in FireFox

Then there’s lists…

SharePoint 2010 had the datasheet view, which only worked in IE. SharePoint 2013 has updated it to Quick Edit. This appears to work in each browser, however copy/paste from Excel doesn’t work in Chrome and FireFox. The two rows I added in IE were copied from Excel. Couldn’t get it to work in the others.

Quick Edit in FireFox

Quick Edit in FireFox

Quick Edit in IE

Quick Edit in IE

Quick Edit in Chrome

Quick Edit in Chrome

A photo library works so much better in all three browsers. This is a big improvement over SharePoint 2010.

Photo library in IE

Photo library in IE

Photo library in Chrome

Photo library in Chrome

Photo library in FireFox

Photo library in FireFox

Let’s give Excel Services a go…

Beautiful, can you tell the difference between the three?

Excel Web Services in FireFox

Excel Web Services in FireFox

Excel Web Services in IE

Excel Web Services in IE

Excel Web Services in Chrome

Excel Web Services in Chrome

What about exporting a list to Excel…

Export to Excel button

Export to Excel in FireFox

Export to Excel in FireFox

It does actually open it in FireFox.

It does actually open it in FireFox.

Export to Excel in Chrome

Export to Excel in Chrome

Chrome doesn't open the file, just does this weird thing.

Chrome doesn’t open the file, just does this weird thing.

Funny enough, my IE prompted me in the same manner.

Funny enough, my IE prompted me in the same manner.

IE did download and open the file in Excel.

IE did download and open the file in Excel.

As you can see, browser support has greatly improved with SharePoint 2013, with the only disappointment being the Open with Explorer feature. Overall, most if not all of the features work cross browsers. Microsoft removed the ActiveX controls that once controlled most of the above features, now SharePoint uses HTML5 for most of its interfaces. This allows equal access and treats the other (non-IE) browsers are first class citizens.

What about Internet Explorer 8 and 9? Natively, they don’t support HTML5, however, if you have Office 2013 installed, it should all work. For more info, see TechNet blog: http://blogs.technet.com/b/wkng/archive/2012/11/07/sharepoint-server-2013-drag-and-drop-contents-to-library.aspx.

This is excellent news!

For more information on Microsoft’s official stance on browser support: http://technet.microsoft.com/en-us/library/cc263526(v=office.15).aspx. Also Joel Oleson has put together a SharePoint 2013 Browser Comparison Report Card.

Let’s try mobile browsers next…

‘Til then, Happy SharePointing!

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Creating an item detail dashboard view of your joined lists in SharePoint 2010

Thanks to Stan for suggesting the idea for this post, by leaving a comment here.

Our goal here is to take your joined lists and display them on a single page, so you can effectively review an item and its associated information. This is a useful task for creating views of projects with many tasks, milestones, documents, or customers with contacts, documents, or products with updates, documentation, downloads. Really, anywhere a list that is linked (via a lookup field) to another list, this can be applied.

First, let’s assume the following: we have a parent list, and a few daughter lists which have lookup fields to the parent list.

Parent and Daughter Lists

Simple enough. In my example here, I am going to use a project theme. I have a Projects list, a Tasks list, and an Issues list.

Starting with the parent list, first let’s disable the popup dialog option. We can’t edit the pages in a dialog window, plus you’ll want a nice full page to view all your info. Go to the parent list, click List in ribbon > List Settings > Advanced settings. At the bottom of the page, Select No under Launch Forms in Dialog. Click OK.

Browse back to your project list and select one of your projects. You should see the nice generic page view.

Press Site Actions in the top right, then select Edit Page. The page will switch to edit mode. Now go ahead and add your lists you wish to join. In my case, I am going to add Tasks and Issues. Your new web parts will be added to the top of the page. Make sure to drag your web parts down so your project details remains at the top.

Adding web parts to project display page

Once your web parts are added, edit each web part and set the Chrome Type (under Appearance) to Title and Border or Title Only, your choice. Make sure to click OK at the bottom of the edit web part panel to save your changes.

While we’re still in edit page mode, click the web part edit menu for your first web part (same place you went to edit the web part) and select Connections > Get Filter Values From > Projects.

Add the connection for the web part

A new dialog will appear.

Web part connections dialog

For the Provider Field Name, select ID. For the Consumer Field Name, select the  lookup field, Project. Click Finish.

Create the web part connection

Your web part will be reloaded and filtered based on your project.

Filtered connection web part

Perform these same connection steps for the other web parts on your page.

When you’re done, press Page ribbon, then Stop Editing. That’s it!

As you click and view each project, your tasks and issues will automatically filter for the selected project. Pretty sweet eh?

.

Take it further!

  • Edit the display form in SharePoint designer to add 2 columns to your page, allowing you to put additional web parts to the right of the details as well.
  • Using color coded calendars, see my post here, you can create a calendar view of your tasks and projects, color coded based on status. Create a calendar view in each list, then when creating the color coded calendar, use these lists and views!
  • Create a calendar for your tasks, color coded based on status, and add another web part to the above page to include the calendar!

Happy SharePointing!

Read Only users cannot access SharePoint via Web DAV

SharePoint has an alternative method for accessing it’s files, and that is via a web standard called Web DAV. This connection type has been around a long time, and is supported by the web server. This connection type allows other applications, in my case GoodReader, to connect to SharePoint and access folders and files directly.

A user who only has Read permissions is not allow log in rights into the site over the Web DAV connection. Fortunately, this is an easy fix. You can either create a new permission level, like “Read – Web DAV”, or modify the existing Read permission level to include WebDAV.

To do so:

  • Go to Site Actions > Site Settings.
  • Click Site Permissions.
  • Click Permission Levels in the ribbon.
  • If you want to add a new permission level, click on Read, then press Copy Permission Level at the bottom.
  • If you want to modify the existing Read permission level, click on Read.
  • Scroll down, under Site Permissions is Browse Directories. Check that option.
  • Click Submit.

That should do it. Immediately, Read users, or users in this permission level, can access SharePoint via Web DAV.

Happy SharePointing!

 

Map a drive to a SharePoint library from Windows Server 2008

If you didn’t know, SharePoint libraries can be treated like folders and files you’d use on your local computer. To do so, browse to the library in Internet Explorer (not supported in other browsers), you can click Open with Explorer in the ribbon. This button, from a Windows XP/Vista/7 machine in most cases will open up that library in Windows Explorer. Very convenient for performing bulk operations on a group of documents. Unfortunately, it doesn’t allow you to modify metadata.

What if you need to access this drive via a Windows 2008 server? In my scenario, we were using a library as a file transfer swap location. The problem is that when we tried to open this library in Windows Explorer we got an error “Your client does not support opening this list with Windows Explorer.”

This feature works on user’s computers because of the web client service, Office 2007/2010, and other user-friendly features in Windows that support this kind of thing. These options are not immediately available on Windows Server.

That’s fine with me, I want to map a drive to it via a login script anyway, so I run

net use h: https://my.site.com/sites/FileSite/Library MyPassword /User:UserName

which returned an error

System error 53 has occurred.  The network path was not found.

I thought of installing Office 2010 to get the connectivity features but thought there must be an easier way. And there is!

I added the Desktop Experience feature (go to Server Manager > Features > Add Features, then select Desktop Experience). The server had to reboot before it would work. However, I didn’t have to fire up any other services or features. After a quick reboot, I could run my net use statement and now have a mapped drive!