Saturday, November 21, 2009

Custom Add-in for Office 2007

Custom Add-in for Office 2007

1. Dynamic-Template [Word 2007]

This Add-in enable user to load the template dynamically on their Word Application/ Microsoft Office Word 2007.Process of Deployment & Implementation are as follows

Deployment Process:
a. Publish the Word Add-in from Visual Studio into shared/network drive.
b. Enable setting of Auto-Update before publishing.
c. Install the add-in on users machine after which users can browse through template.

2. EmailToMOSS [Outlook 2007]

This Add-in enables user to save the email/attachments in sharepoint document library. The meta-data can be customized as per users requirement.
Currently its in development phase :)

Tuesday, February 24, 2009

Sharepoint Meta-data Feature

Sharepoint Meta-data Feature.

If you have been using sharepoint as document management solutions , then you might have come across handling of documents along with meta-data. When we are talking of meta-data handling its not so great in sharepoint 2007.To overcome this i created some custom features for sharepoint 2007 which enable sharepoint 2007 work more efficiently.

Custom features for Sharepoint 2007

1. MetaDocTrans [MDT]

MDT transfer file/s from current document library to other document library having meta data columns to fill in. There are two ways of using this feature:
a. Single File Transfer [SFT]
b. Bulk File Transfer [BFT]

Single File Transfer:

User need to select the file and click on SFT link on the ECB Menu. Once clicked a page will be displayed indicating the document library name and file name along with some text box/drop down which are customizable . After filling the data user needs to click on submit which will transfer file to destination document library along with the Meta-data.

Bulk File Transfer:

User need to click on the Action Menu of document library and then select BFT. Once done page will be displayed . This page will load all the files of current document library.

The files are displayed in grid-view along with customized columns. User need to check the file which they want to transfer along with meta data. Click on submit button after entering/checking the files which will be transferred to destination document library along with meta data.

2. DocLibCreate [DLC]

DLC is a custom feature in sharepoint which creates document library depending on the data filled in the custom DocLibCreate List.

This list has custom content type which has columns:
a.Document Library Name
b.Description
c.Add Power user [User will be given Admin rights to specific document library]
d.Add Users [User will be given Contributor rights to specific document library]

Feature of DLC
a. Creates Document Library making it unique per user
b. Standardize Document Library Name
c. No need of Administrator
d. Keep track of document library created along with the users added description etc.
e. Reporting of Documents List