Category: Microsoft SharePoint / Lync

Lync Introduction

Lync 2010 is a communication product of Microsoft. That allows users to communicate, at any where any time .The main features of Lync  – audio and video calls, instant messaging and sending files. We are very familiar with Skype so the suddenly a very next question comes in our mind “What is the difference between Lync and Skype?”

Well, though Lync loos like a Skype , Lync 2010 has a lot of additional functionalities. First of all it should be mentioned that Lync  provides better quality calls than Skype. Microsoft Lync 2010 supports HD-video with 720p resolution (but, naturally, it also depends on user’s computer video device). This service is a combination of features necessary for business – IM (instant messaging), voice, video and audio conferencing (up to 250 attenders) in one. Beside these, users are able to set up unscheduled meetings, add distribution lists to their contacts, share their desktops, use whiteboard for presentations and control the other computer remotely.

Also very convenient feature of Lync is integration with Microsoft Office Applications – Exchange 2010, SharePoint 2010 and Outlook 2010. When using Exchange, presence indicators appear so that users can detect another user’s availability and call or send an IM in one-click. So the users can click on the status indicator and initiate communication. That is called “click to communicate” feature. Also one of the elements of integration is the button “New Online Meeting” that helps to create and reserve a room and time for meeting in the Calendar.

Currently, this feature is not available while using Lync with VoIP call. The service enables users to make PC-to-PC calls only at the moment.

And at the last the most important thing about any application which is running on internet is Security. Lync  2010 provides users with new level of security. It is Intelligent Instant Message Filter (IIMF) that protects messaging from viruses and spam. So you can run Lync 2010 without any security concern.

So from where we can start ? its very easy to use for that we have need to install Lync Client on our system.

If we observe  Lync Provides number of great features than Skype. Corporative people’s first choice is Lync  rather than Skype. So in last we can say that Lync is used for corporative work.

difference

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SharePoint 2010 Timer Job For Sending Email Notification

Merry Christmas …. !!!

Every one are very familiar with SharePoint 2010 Timer Job. We just take a quick look over Timer Job. SharePoint handles some repetitive background process at some specific time is called ” Timer Job”.

Now the question is How the Timer Job will Help you ? OK, suppose you are a Project Manager and you want to remind your colleague to update your daily status. You just write a timer job that will send the email to your colleague for updating the daily status sheet.

Lets start with walk through ….. 🙂

  • Crate a SharePoint Custom list and Name it “CustomEmailNotifications” and Store the Email addresses in Title Column.
  • Open Visual Studio 2010 and create a new Empty SharePoint Project and name it “NewNotificationTimerJob“.
  • Add a new Class and call it “CustomEmailNotificationJob”.
  • Copy following code.

public class CustomEmailNotificationJob:SPJobDefinition
{
public const string JOB_NAME = “Custom Daily Status Notifications Job”;

public CustomEmailNotificationJob()
: base()
{
}

public CustomEmailNotificationJob(string jobName, SPService service, SPServer server, SPJobLockType targetType)
: base(jobName, service, server, targetType)
{
}

public CustomEmailNotificationJob(string jobName, SPWebApplication webApplication)
: base(jobName, webApplication, null, SPJobLockType.ContentDatabase)
{
this.Title = JOB_NAME;
}

public override void Execute(Guid contentDbId)
{

// Change your site
using (SPSite oSPsite = new SPSite(“http://abcd/”))
{
using (SPWeb oSPWeb = oSPsite.OpenWeb())
{
oSPWeb.AllowUnsafeUpdates = true;

// Fetch the List
SPList list = oSPWeb.Lists[“CustomEmailNotifications”];
SPListItemCollection collListItem = list.Items;
foreach (SPListItem oListItem in collListItem)
{
EmailUser(oListItem.Title);

}
}
}
}

private bool EmailUser(string emailAddress)
{
MailMessage mail = new MailMessage();

//change the Email address
mail.From = new MailAddress(“someone@mail.com”);
mail.To.Add(emailAddress);
mail.Subject = “Daily Status”;
mail.Body = “Please Update your Daily Status on Portal : “;

//Change to your SMTP server
SmtpClient smtp = new SmtpClient(“abc.com”);
smtp.Send(mail);
return true;
}
}

  • Next we need to add a Feature, so right-click the Features folder and add Feature
  • After adding the Feature, right-click it and Add Event Receiver
  • Copy the following code to the event receiver:

public override void FeatureActivated(SPFeatureReceiverProperties properties)
{
SPSite site = properties.Feature.Parent as SPSite;
//remove the job if it already exists
foreach (SPJobDefinition job in site.WebApplication.JobDefinitions)
{
if (job.Name == CustomEmailNotificationJob.JOB_NAME)
job.Delete();
}

// create the job
CustomEmailNotificationJob emailJob = new CustomEmailNotificationJob(CustomEmailNotificationJob.JOB_NAME, site.WebApplication);
SPMinuteSchedule schedule = new SPMinuteSchedule();
schedule.BeginSecond = 0;
schedule.EndSecond = 59;
schedule.Interval = 5;
emailJob.Schedule = schedule;
emailJob.Update();
}

// Uncomment the method below to handle the event raised before a feature is deactivated.

public override void FeatureDeactivating(SPFeatureReceiverProperties properties)
{
SPSite site = properties.Feature.Parent as SPSite;
foreach (SPJobDefinition job in site.WebApplication.JobDefinitions)
{
if (job.Name == CustomEmailNotificationJob.JOB_NAME)
job.Delete();
}
}

  • Now the last step is to set the scope of the feature to Site
  • Build the Project and Deploy.
  • Go to Central Admin — > Monitoring — >Timer Jobs — >Review job Definition .

Timerjob1

  • In the Review Job Definitions you can see your timer job.
  • Hope every thing is write you will receive notification.

Debug Your Timer Job

For debugging your timer job you can follow this link  ” http://msdn.microsoft.com/en-us/library/ff798310.aspx ”

Enjoy  ….. 🙂 🙂 🙂 !

Cascading Drop Down List In SharePoint 2010

SharePoint 2010 has provided lot of things Out-of-box and it’s just a matter of configuration.But some times we don’t know how to achieve that functionality. Today We will discuss Cascading  Drop down List in SharePoint 2010.

Result

As we know InfoPath as a Microsoft Office product features a different usage-scenario from the other Office applications, such as Word and Excel. In order to use InfoPath to fill in a form, a user must have a designer develop an InfoPath template first.

All the data stored in InfoPath forms are stored in an XML format, which is referred to as the “data source”.

InfoPath provides several controls and For each controls, actions (called “rules”) can be bound in. A rule defines a specific action that will be performed under certain conditions.  So we will Achieve our goal using Infopath forms.

So will follows following steps :-

  • Create a Custom list called ‘states’.
  • Add States to the list: Maharashtra, Uttar Pradesh, Rajasthan, Gujrat etc..

statelist

  • Create another list for Cities and called ‘cities’.
  • Go to the list settings of ‘cities’ and click on ‘create column’. Create a Lookup column called ‘State’. with following information. Get information from: ‘states’,  in this column: ‘Title’

list_Column

list_

  • Add some cities to this list. I created multiple cities at each location.

Newitem

citieslist

We have need to create one more Custom List where we apply this …

  • create a new Custom list called ‘MyHomeTown’.
  • Click on ‘Create column’ and create a Lookup column called ‘State’. Get information from: ‘states’,  in this column: ‘Title (as earlier screenshot )
  • Repeat above step, for create a Lookup column called ‘City’. Get information from: ‘cities’,  in this column: ‘Title’

citylookup

citylookup_settings

  • Open the list settings for ‘MyHomeTown’ and click on ‘Form settings’.
    You will see a label with the text ‘Customize the current form using Microsoft InfoPath’. Click OK.

formsetting

customize the current form

  • The MyHomeTown form will now be opened in InfoPath 2010.

infopath

  • Right click on the State field, and select properties.
    Select ‘Get choices from an external data source’ and click ‘Add…’.
    Create a connection with the following settings:-

ControlProperties

stateInfopath_PropSetting

1. New connection, receive data

CreateNewConnection

2. Receive data from: SharePoint library or list

SourceOfData

3. select ‘states’ library

statesLib

4. select the ‘id’ and ‘title’ column.

AddIdAndTitle

5. Do not check the box for making a copy of the data.

StoreACopyOfData

6.check the box that asks for automatically retrieving data when the form is opened. Save the external data source as ‘states1′

AutomaticalltRetrieve

  • At value, choose ‘ID’ and at display name, choose ‘Title.
  • Right click on the City field, and select properties.
    Select ‘Get choices from an external data source’ and click ‘Add…’.
    Create a connection with the following settings:

1. New connection, receive data

CitiesInfopathProperties

2. Receive data from: SharePoint library or list

SourceOfData

3. select ‘cities’ library

citieslib

4. select the ‘id’, ‘title’ and ‘State’ column.

titleIdState

5. Do not check the box for making a copy of the data in the form Template.

StoreACopyOfData

6. do not check the box that asks for automatically retrieving data when the form is opened. Save the external data source as ‘cities1′

AutomaticalltRetrievecities

  • At value choose ‘id’, choose ‘Title’ for  the display name.

cities1

We have almost Done, just few steps are remaining here. 🙂 🙂

  • Click on the xPath button at the properties dialog of Room next to ‘Entries’.Click on the ‘Filter data’ button.

Xpath

FirstPopup

  • Click on ‘Add’.

Addfilter

1. In the first column, choose ‘select a field or group’.

Selectfieldgroup

2. A window pops up .Select the ‘main’ datasource, click on ‘dataFields’ and select ‘State’

main

3. In the second column, choose ‘equals to’.

4. In the third column, choose ‘select a field or group’. Again a window pops up,

thiredField

5. Select the ‘rooms’ datasource, click on ‘dataFields’ and select ‘State’.Click OK .

thirdfield1

thirdfinal

6. The filter will now look like ‘State equals State’. Now close all property dialogs.

filterconnection

  • Select the State column and click on ‘Add Rule’. Select the query action when the field is changed

Addrule

addrule1

  • Now choose the data connection ‘cities1′ and click OK.

ruledetails

  • Again, click State and make a new rule: When the field is being changed, set a value for a field.

setfieldvalue

  • Choose field ‘City’ and leave value empty.

roomdetails1

Finally! We are done. Fast publish the form to SharePoint again by pressing ctrl+shift+Q. Now if you carefully executed all steps above, you will see a form like this:

final

final1

Ting ting Titing  🙂 🙂 🙂

 

SharePoint 2010 Enterprise Single Server farm Installation

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Before starting actual steps, we would like to understand few basic concepts. So What is farm? Farm is group of Co-related, interdependent still isolated Applications.

Farm can be deployed as

  1. Multi-Server Farm: in which different servers have different roles, like someone has web Server Role, Application Server Role and Database server Role.
  2. Single server farm: In this all above Roles are assigned to Single Server. All of Above roles Played by Single Server. In single server farm we can add more servers later.
  3. Stand-Alone farm cannot add another Server in future.

Today we will see how to setup single server farm.

Minimum Hardware Requirements For Single server farm:-

  1. 64 bit processor.
  2. 8 GB for production use in a single server or multiple server farm .For test Installation we can use 4 GB RAM.

Software Requirements For Single server farm:-

  1. Windows Server 2008 or 2008 R2 (64 bit).
  2. The 64-bit edition of Microsoft SQL Server 2008 R2.We can also use SQL Server 2008.
  3. Service packs 2 update. Now we can use Service pack 1 for SQL Server 2008.
  4. Or Microsoft SQL Server Enterprise 2005 64 bit with latest service pack and cumulative updates.
  5. Cumulative update package 2 for SQL Server 2008 Service Pack 1.
  6. Microsoft SharePoint Server 2010 Enterprise Installer.

For more details on pre-requisites and proper planning refer http://technet.microsoft.com/en-us/library/cc262485.aspx

Security Requirements For Single server farm:-

  • Active directory domain controller (AD/DC) must install on server to create and Assign roles to user.
  • Create A three Account in Active Directory users and Computers as given below:-

                      1Installation User:- srv-sp-setup
                      2.  SQL User :- srv-sp-sql
                      3.  Farm Admin :- srv-sp-farm

  • Give the Domain Admins and Local Administrator rights to these three accounts.
  • To install SQL server 2008, login with srv-sp-sql Account.
  • Assign the “Dbcreator”, public and “Securityadmin” roles to “srv-sp-setup” and “srv-sp -sql “in Sql server.
  • To install Microsoft SharePoint 2010, Login with Srv-sp-setup Account.
  • SharePoint 2010 server Configuration wizard should run with srv-sp-farm account.

There are Few Simple Steps Afterword we are able to install single server farm easily. Follow the following steps:

  • Double click on SharepointServer.exe .it extract all files

SingleServerfarm1

  • Firstly install all the prerequisites as shown below, for that you require Internet Connection on your server. If you don’t have internet connection on same server .then Download SharePoint 2010 Prerequisites to other machine where Internet connection is available and put that prerequisite on shared location and Access it. Following are prerequisites which should be downloaded offline if direct internet connection is not available.
  1. 1. Application server role. Web server (IIS) Role.
    2. Microsoft SQL server 2008 Native Client.
    3. Hotfix for Microsoft Windows(KB976462)
    4. Windows identity foundation(KB974405)
    5. Microsoft Sync Framework Runtime v1.0(x64)
    6. Microsoft chart control for Microsoft .Net framework 3.5
    7. Microsoft filter pack 2.0
    8. Microsoft SQL server 2008 Analysis services ADOMD.NET
    9. Microsoft server speech platform runtime (x64).
    10.Microsoft server speech recognition language- TELE(en-US)
    11. SQL 2008 R2 Reporting Services SharePoint 2010 Add- ins.
  • Now here we have Internet Connection, Click on prerequisites.

SingleServerfarm2

  • After clicking on Prerequisite Welcome screen comes and in below there is a box in which you can see list of prerequisites.

SingleServerfarm3

  • Click Next. License Agreement Screen Appears .click on the check box and accept the terms and condition. Then click next.

SingleServerfarm4

  • After clicking next prerequisite installation begins. It will take few minutes

SingleServerfarm5

SingleServerfarm6

  • After Few minutes installation is complete click on finish button.

SingleServerfarm7

  • Now we are going to SharePoint Single server installation. Click on Install SharePoint Server.

SingleServerfarm8

  • After clicking on Install SharePoint Server Product key window appear, insert your product key. Then continue.

SingleServerfarm9

  • Read the Microsoft Software license term, then click continues.

SingleServerfarm10

  • After click on continue button next screen comes here you can select Standalone or Server Farm. Now we are looking for Single server farm Installation .So we are Clicking on Server farm Option.

SingleServerfarm11

  • After clicking on server farm. Next screen provide option to choose server type, complete or Stand-alone .Now we are clicking on complete and then click on Install Now.

SingleServerfarm12

  • Now your Installation is start.

SingleServerfarm13

SingleServerfarm14

SingleServerfarm15

  • Now click on the close button, but before ensure the check button is check .so the configuration wizard runs automatically.

SingleServerfarm16

  • After click on the close button SharePoint Configuration Wizard runs automatically .Click on next Button.

SingleServerfarm17

  • After clicking on next button one pop Window comes click on yes.

SingleServerfarm18

  • After Clicking on yes, Next screen provides the option to choose an existing server farm or create a new server farm. Because we are installing single server farm so there is no existing farm. Let’s choose create a new server farm and click next.

SingleServerfarm19

  • Then in the next screen we can set our database with SharePoint 2010 server, here we can give the Database name and domain user name and password. You can change your database name to more secure your database because it is default database name any one can access your database .Now we can go for default database name because it is our demo configuration. Username is our domain Administrator it does not require any specific permission. Through this account we can manage the central Administrator of SharePoint farm. Take a screenshot of this screen for future use. After putting all information click next.

SingleServerfarm20

  • After clicking next. Next screen for security setting, here we give passphrase, it used when we add another server in the farm. It must be strong means combination of alphabet, numbers and special character and minimum 8 characters required. Then click next.

SingleServerfarm21

SingleServerfarm22

  • After clicking next .another screen appears here we can set the port number for SharePoint Central Administration or we can choose default port number. It looks like a http://databaseserver name: port number/ .Once you choose the port number we cannot further change it. Here we can go for default port number .and we can also set the Authentication provider NTLM or kerberos .generally we are choosing NTLM. Then click on next.

SingleServerfarm23

  • Next screen shows the summary what we have taken. Take the screenshot of this screen for further use .this us best practices. Click next.

SingleServerfarm24

  • After clicking next our configuration is start.

SingleServerfarm25

SingleServerfarm26

SingleServerfarm27

  • Click on finish to close configuration wizard.

SingleServerfarm28

  • After closing SharePoint configuration wizard new window is pop for configuring SharePoint farm, click on start the Wizard.

SingleServerfarm29

  • In the next screen you can choose an account from which you manage all the services. By default there are 14 services available .you can un-check the services which you don’t run from this account. Then click next. Generally Managed Metadata Service, Search service application, User profile service applications are minimum recommended which should be selected.

SingleServerfarm30

  • In the next screen we can choose any template to create a top level site .now we can choose team site for it. Then click ok.

SingleServerfarm31

  • Next screen shows completion of farm configuration wizard. Click on finish. Now your central Administration is appear .

SingleServerfarm32

SingleServerfarm33

  • To see our site we are going to Application management—>manage web Application

SingleServerfarm34

  • Copy The URL And open in to new Tab.

SingleServerfarm35

SingleServerfarm36

  • Now Our SharePoint Site Is Up and Running.

SingleServerfarm37

Done  …. 🙂 🙂 🙂  Enjoy ….:)

Media Web Part in SharePoint 2010

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Microsoft SharePoint 2010 Enterprise Edition has many new features useful for enterprises .One who knows all these features can save a lot of cost and leverage SharePoint for better management of assets including multimedia assets in organization.
SharePoint 2010 now also provides central repository for windows audio and video file.
One can upload this multimedia content to media\assets library and play them in browser using Silverlight media webpart
Microsoft SharePoint 2010 Media Player web part supports only following Media file Format as follows:-

  1. Windows media Audio(WMA)
  2. Windows Media Video(WMV)
  3. ISO/MPEG Layer-3 (MP3)
  4. MP4

In order to leverage this SharePoint Digital asset management feature follow the steps given below

Steps:-

  • Open site in browser and enter credentials .The user must be site collection administrator.

MediaWebPart1

  • Go to Site Action —>More options.

MediaWebPart2

  • Here number of templates are available, but now we are interesting in to create an Asset Library. So we choose Asset Library. we can choose directly from the front or we can go to library in side navigation bar then select Asset library

MediaWebPart3

MediaWebPart4

Or

MediaWebPart5

  • Give the Name to your Asset library, we giving the name JustRock. Then click on create button.

MediaWebPart6

  • It will take few second to create a library

MediaWebPart7

  • Now our library is created.

MediaWebPart8

  • Click on Add new Item to add new item in your library

MediaWebPart9

  • After clicking on Add new item, new window is open here we can upload our media file. Click on brows.

MediaWebPart10

  • After clicking on brows button we can browse media file from our local machine.

MediaWebPart11

  • As above mentioned it support only following media file :-
  1. Windows media Audio(WMA)
  2. Windows Media Video(WMV)
  3. ISO/MPEG Layer-3 (MP3)
  4. MP4

If other than this file format, we select another one its give a message Assets in this format cannot be played by the Media Player Web Part. Here we select a MPG file. So it shows the message in yellow strip.

MediaWebPart12

  • Now we are going to add FLV File again it gives the message.

MediaWebPart13

MediaWebPart14

  • Now we are going to add MP4 file. This time it not gives any message. Then click on Ok button.

MediaWebPart15

MediaWebPart16

  • Wait for few second, until file upload.

MediaWebPart17

  • After few second new window opens here we can put the information like title, keyword, comments, Author, time and date of creation and copy right information. Then Click on save button.

MediaWebPart18

MediaWebPart19

  • Now our media file is successfully added

MediaWebPart20

  • Now click on media file which we have uploaded, a new pop window is open in the side.

MediaWebPart21

  • Then click on play button. Now a video song is start.

MediaWebPart22

Note: – Before binding the media file ensure that our “SharePoint Server publishing Infrastructure” feature is active or not. If it is not active we are not able to see video and audio web part under the media section on ribbon when we edit the page.

  • Now we want to bind this media file with a web part. Then go back to your site. And then go to Site Action —–>Edit Page.

MediaWebPart23

  • Go to Editing Tools —–>insert

MediaWebPart24

  • In the media section of ribbon there must be a video and audio web part. Because “SharePoint server publishing Infrastructure” feature is not activated here .So it’s not shown here. For this firstly we need to activate this feature.

MediaWebPart25

  • Go to Site Action —–> Site Setting

MediaWebPart26

MediaWebPart27

  • Go to Site Collection Administration —–>Site Collection feature

MediaWebPart28

  • Here we can see SharePoint server publishing infrastructure feature is not activated. Click on Activate button.to start your feature.

MediaWebPart29

  • Now our SharePoint server publishing Infrastructure feature is activated.

MediaWebPart30

  • Now again we go back to our site. Then go to Site Action —–>Edit Page

MediaWebPart31

  • Go to Editing Tools —–>insert

MediaWebPart24

  • Now we are able to see Video and Audio web part in media section.

MediaWebPart33

  • Click on video and audio web part. After clicking we are able to see media webpart on our page .then click on click here to configure.

MediaWebPart34

  • After clicking on that we see the new option in left Most corner of the screen is Change Media.

MediaWebPart35

  • Click on drop down button and then click on “from SharePoint” option.

MediaWebPart36

  • Then select the location of media file from here.

MediaWebPart37

  • Now our media library name is JustRock .So click on JustRock and select media File then click on OK Button.

MediaWebPart38

  • Now our media File Successfully bind with Media Web Part .Click on play Symbol on .it will start.

MediaWebPart39

  • Now save the changes. Click on save button in ribbon. And go back to home page.

MediaWebPart40

  • Click on play button and Enjoy ………………. 🙂 🙂 🙂

MediaWebPart41

Thank You for your time …. … I hope you will visit this blog more time. 🙂 🙂 🙂

SharePoint 2010 List

List can be used to store the information or we can say track the information. SharePoint 2010 provides number of different kind of list. we are used tables to store information in database and Excel spreadsheet. If we see the structure of list, list contain columns and row which is is very similar to tables and Excel spreadsheet so we can say list is very similar to both. So we can store everything in list from contact to task.

We can categorized SharePoint List in three basic category.

  1. Communications lists are used to track announcements, contacts, and discussion boards.
  2. Tracking lists are used to track information such as links, calendars, tasks, issues, and surveys.
  3. Custom lists provides a facility to create a list as per your need.

After above discussion the very next question comes in our mind is what are the difference between list and library ?

Library is a one kind of special List which allows you to store files with in itself.Items which we are tracking in library they are file itself. So we can apply every thing which we know about list on library.

Determining which type of SharePoint list to use can be confusing at first. Do you need a Contact list or a custom list? Although all lists perform the same basic function of tracking information, some lists offer additional columns or menu commands that are unique to that kind of list.

All the lists in SharePoint 2010 use the Ribbon to display access to all list commands.

Comparison of SharePoint’s List Types

Type of List

When to Use It

What Makes It Superior

Announcements To display brief announcements on your site’s home page. You can enter expiration dates for announcements.
Contacts To track contacts, especially if you want to use Outlook for data entry. You can remove columns that you don’t need.
Discussion Board To create a discussion forum where people can post messages and reply to them. Evaluate third-party add-ons if you want a robust discussion forum.
Links To track hyperlinks. Uses a Hyperlink column that automatically formats entered text as HTML anchor links.
Calendar To track calendar items. Can synchronize with Outlook and knows how to handle recurring events.
Tasks To track tasks. Can synchronize with Outlook; Tasks lists can be grouped with summary tasks.
Project Tasks To track work items for a project. Can display as a Gantt chart. Many people consider this SharePoint’s Project Lite offering.
Issue Tracking To track trouble tickets. Works well with issues that have three states — open, closed, and resolved.
Survey To take a poll. Allows you to create a set of questions that users must walk through.
Custom To create a list with columns that you define. Allows you to create a list specific to your content and can for example act on certain content in special ways.
KPI (Key Performance Indicator) To display graphical status indicators. Lets you evaluate selected business data against specified goals and display that information in various formats such as scorecards and dashboards.
Import Spreadsheet To create a list based on an existing spreadsheet. Lets you use an existing Excel spreadsheet as the basis of the list; can help avoid rework and repeated effort entering data.
External To create a list based on a data source outside SharePoint. Lets you display data from other (non-SharePoint) databases or web services.

The lists here just scratch the surface of what you can do with lists in SharePoint. Lists can be used similar to how tables are used in databases to store the data for an application.

lists from your team site are stored in a single table in SharePoint’s content database.

enjoy …. 🙂 🙂 🙂

Document Set in SharePoint 2010

Hi friends today we are in Study mode so we have decided we are studying about SharePoint concepts and implement in our daily routine work and make our work simple, easier and faster .So Today we will Discuss about Document Set in SharePoint 2010 it is the new feature of SharePoint 2010.

What is Document Set?

Document set helps to manage group of documents as a single entity. A Document set is a special kind of SharePoint folder that combines Unique Document set attribute, the attributes of folder and documents, and provides user interface, metadata and object model elements to help manage all aspects of work.

Let’s start with activating the document set feature …

Activating the Document Set Feature

  1. Navigate to top level site of  the site collection
  2. Go to Site Actions à Site Settings
  3. Click on Site Collection Features
  4. Locate Document sets and click the activation button.

Doc1

Configuring Document Sets for a Document Library

Where ever you want to use Document sets, you will need to add Document Set content type to the document library.

  • In a document Library, navigate the Library settings — >Advanced Settings page and in the Allow the management of content types, Select Yes.
  • Doc2
  • Click OK, you will then returned to the Document Library settings page.
  • In the document library setting page, in the content type section, click on Add from existing site content types.
  • From the content type picker that appears , select Document Set Content Types , then Select Document set from the Available Site content types section , click add.

Doc3

  • Return to the document library, in the ribbon select the Documents tab and from the New Document Button, you should have the option to create a Document Set.

Doc4

  • Click on Document set and in the New Document Set dialog, enter a name for your document set, and a description if you wish, and click on OK button.

Doc5

  • Your Document set will start off as an empty container to which you can now add the documents.

Doc6

  • You can then upload documents to the document set.

Doc7

Done  …. 🙂 🙂 🙂