The move was pretty straight forward using a Windows Azure website template for WordPress on a shared web server.
Will shut down the old site now and happily carry on the blogging with WordPress on Windows Azure
If you are now reading this post then the move to Windows Azure for this blog is now complete. The move was pretty straight forward using a Windows Azure website template for WordPress on a shared web server. Will shut down the old site now and happily carry on the blogging with WordPress on Windows …View full post
In case you missed it, the European SharePoint Conference 2014 programme is now available and I’m delighted to announce that I am speaking at Europe’s largest SharePoint event in Barcelona, Spain from the 5-8th May 2014. I will be conducting a session on “Creating BI Dashboards Using Visio 2013 & Visio Services” aimed at IT …View full post
Last week I was very privileged to present at SharePoint Saturday on Building BI dashboards using Visio 2013. The session covered all the topics an administrator needs to know to start creating BI dashboards in Visio for use in either SharePoint 2013 or Office 365. The slide deck contains images that are copyright so can’t …View full post
European SharePoint Training Week (http://www.sharepointeurope.com/content/european-sharepoint-training-week ) from the 25 – 28 of November will bring together some of the best speakers and trainers from around the world direct to your computer for FREE! With four days of live interactive webinars, educational eBooks, a wide range of unique blogs covering all SharePoint topics, don’t miss this …View full post
In all my time working in the IT industry one of the main things I enjoy doing is writing and using that writing to pass on the knowledge and experience that i have gained over the years. One of those writing examples can be currently found on the TechNet blog site about upgrading to Windows …View full post
The move was pretty straight forward using a Windows Azure website template for WordPress on a shared web server.
Will shut down the old site now and happily carry on the blogging with WordPress on Windows Azure
In case you missed it, the European SharePoint Conference 2014 programme is now available and I’m delighted to announce that I am speaking at Europe’s largest SharePoint event in Barcelona, Spain from the 5-8th May 2014.
I will be conducting a session on “Creating BI Dashboards Using Visio 2013 & Visio Services” aimed at IT Professionals.
"This session will look at how you can use the Visio 2013 client in conjunction with Visio Services to create interactive Business Intelligence Dashboards that can be viewed and manipulated by users without the need to have the Visio client installed. We will start with a simple drill down dashboard using Visio 2013 client and Visio Services in Office 365 and move on to working with the Microsoft Visio demos for Office 365 to see its full capability.”
The European SharePoint Conference will be run over four days and will feature over 100 informative SharePoint sessions and 6 preconference tutorials providing you with a fantastic opportunity for learning and building your SharePoint skills. Check out the full Conference Programme to see all sessions and topics that are being covered by myself and world renowned SharePoint experts.
If you want to deepen your SharePoint expertise, to understand the trend of the SharePoint market, and to learn how to leverage Microsoft Office 365 for your business, including the revolutionary Enterprise Social wave, the European SharePoint Conference is the best place to be in 2014!
Prices start as low as €995! There is also special group discounts for bookings of 3 or more people.
Book Now and I’ll see you in Barcelona in May
Last week I was very privileged to present at SharePoint Saturday on Building BI dashboards using Visio 2013.
The session covered all the topics an administrator needs to know to start creating BI dashboards in Visio for use in either SharePoint 2013 or Office 365.
The slide deck contains images that are copyright so can’t be reproduced without permission, but here you can view the slides.
European SharePoint Training Week (http://www.sharepointeurope.com/content/european-sharepoint-training-week ) from the 25 – 28 of November will bring together some of the best speakers and trainers from around the world direct to your computer for FREE! With four days of live interactive webinars, educational eBooks, a wide range of unique blogs covering all SharePoint topics, don’t miss this one-off chance to hear the latest cutting edge content on SharePoint 2013 and chat online with these global thought leaders.
I’m delighted to be involved and am presenting a webinar on Monday, 25th November on “Installing SharePoint 2013 – Step by Step http://www.sharepointeurope.com/content/installing-sharepoint-2013-%E2%80%93-step-by-step .
Join me on Monday, 25th Nov at 03:00PM GMT and learn about service accounts for SharePoint 2013; how to install SharePoint 2013 using best practices for lowest privilege installations and about the installation of workflow server & Office web apps and how they interact with SharePoint 2013.
Register Now>> https://www4.gotomeeting.com/register/127176071
With other live webinars from Agnes Molnar, David Martos, Liam Cleary, Mike Fitzmaurice, Michael Noel and Symon Garfield
Be sure to check out the agenda here>> http://www.sharepointeurope.com/content/european-sharepoint-training-week
On Thursday, 28th Nov, their will have a range of superb eBooks and insightful blogs by some of the leading experts in the SharePoint industry. Contributors include: Edin Kapic, Asif Rehmani, André Vala, Jeff Fried, Wouter van Vugt, Thorbjørn Værp, Geoff Evelyn, Bill Ayers, Eric Riz, Christian Buckley, Paolo Pialorsi, Mikael Svenson, Abi Onifade and Oliver Wirkus.
Join me at European SharePoint Training Week, 25 – 28 November
In all my time working in the IT industry one of the main things I enjoy doing is writing and using that writing to pass on the knowledge and experience that i have gained over the years.
One of those writing examples can be currently found on the TechNet blog site about upgrading to Windows 8.
You can read it here.
SPSUK is back to back brilliant sessions by some of the leading lights in the SharePoint community, if you haven’t yet registered for SPSUK then make sure you do as it will be a great event as always. You can register here
This demo rich session will go through the various stages of building a Visio diagram and presenting it to users using Visio Services in SharePoint 2013. The session will also look at some Microsoft demo’s of Visio Services to show some of the great interactive dashboards that can be built.
My session is from 4:15 pm – 5:15pm but I would also recommend that you attend Penny Coventrys session at 9:30 as her session is an introduction to Visio and so put the 2 sessions together and you should go away from the day with a great understanding of SharePoint & Visio Services.
The blog post below is written by Paul Bevis, Senior SharePoint Solutions Architect. Paul’s experience spans the software development lifecycle from pre-sales consultancy and requirements gathering, through to design, development, testing and production transition. Paul is a Microsoft Certified Technology Specialist: Microsoft SharePoint 2010, and a Microsoft Certified IT Professional: SharePoint Administrator 2010
More and more organisations are looking to collaborate with partners and customers in their ecosystem to help them achieve mutual goals. SharePoint is a great tool for enabling this collaboration but many organisations are reluctant to create and maintain identities for users from other organisations just to allow access to their own SharePoint farm. It’s hardly surprising; identity management is complex and expensive. You have to pay for servers to host your identity provider (Microsoft Active Directory if you are using Windows); you have to keep it secure; you have to back it up and ensure that it is always available, and you have to pay for someone to maintain and administer it. Identity management becomes even more complicated when your organisation wants to give external users access to SharePoint; you have to ensure that they can only access SharePoint and can’t gain access to other systems; you have to buy additional client access licenses (CALs) for each external user because by adding them to your Active Directory you are making them an internal user.
Microsoft, Google and others all offer identity providers (also known as IdPs or claims providers) that are free to use, and by federating with a third party IdP you shift the ownership and management of identities on to them. You may even find that the partner or customer you are looking to collaborate with may offer their own IdP (most likely Active Directory Federation Services if they themselves run Windows). Of course, you have to trust whichever IdP you choose; they will be responsible for authenticating the user instead of you so you must be confident that they will do a good job. You must also check what pieces of information
about a user (also known as claims; for example, name, email address etc) IdPs offer to ensure they can tell you enough about a user for your purposes as they don’t all offer the same.
Having introduced support for federated authentication in SharePoint 2010, Microsoft paved the way for us to federate with third party IdPs within SharePoint itself. Unfortunately, configuring SharePoint to do this is fiddly and there is no user interface for doing so (a task made more onerous if you want to federate with multiple IdPs or tweak the configuration at a later date). Fortunately Microsoft has also introduced Azure Access Control Services (ACS) which makes the process of federating with one or more IdPs simple and easy to maintain. ACS is a cloud-based service that enables you to manage the IdPs used by your applications. The following diagram illustrates, at a high level, the components of ACS.
An ACS namespace is a container for mappings between IdPs and one or more relying parties (the applications that want to use ACS), in our case SharePoint. Associated with each mapping is a rule group with defines how the relying party handles the individual claims associated with an identity. Using rule groups you can choose to hide or expose certain claims to specific relying parties within the namespace.
So by creating an ACS namespace you are in effect creating your own unique IdP that encapsulates the configuration for federating with one or more additional IdPs. A key point to remember is that your ACS namespace can be used by other applications (relying parties) that want to share the same identities, not just SharePoint.
Once your ACS namespace has been created you need to configure SharePoint to trust it, which most of the time will be a one off task and from that point on you can manage and maintain the IdPs you support from within ACS. The following diagram illustrates, at a high level, the typical architecture for integrating SharePoint and ACS.
In the scenario above the SharePoint web application is using two different claims providers (they are referred to as claims providers in SharePoint rather than IdPs). One is for internal users and trusts an internal AD domain and another is for external users and trusts an ACS namespace.
When a user tries to access a site within the web application they will get the default SharePoint Sign In page asking them which provider they want to use.
This page can be customised and branded as required. If the user selects Windows Authentication they will get the standard authentication dialog. If they select Azure Provider (or whatever you happen to have called your claims provider) they will be redirected to your ACS Sign In page.
Again this page can be customised and branded as required. By clicking on one of the IdPs the user will be redirected to the appropriate Sign In page. Once they have been successfully authenticated by the IdP they will be redirected back to SharePoint.
By integrating SharePoint with ACS you can simplify the process of giving external users access to SharePoint. It could also save you money in licence fees and administration costs[i].
An important point to bear in mind when planning federated authentication for SharePoint is that in order for Search to be able to index content within SharePoint, you must enable Windows authentication on at least one zone within your web application. Also, if you use a reverse proxy to perform authentication, such as Microsoft Threat Management Gateway, before allowing traffic to hit your SharePoint servers, you will need to disable the authentication checks.
[i] The licensing model for external users differs between SharePoint 2010 and SharePoint 2013. With SharePoint 2010 if you expose your farm to external users, either anonymously or not, you have to purchase a separate licence for each server. The license covers you for any number of external users and you do not need to by a CAL for each user. With SharePoint 2013, Microsoft did away with the server license for external users and you still don’t need to buy CALs for the external users.
In the last two posts I have covered using Visio 2013 with data and displaying it quite simply in a dashboard. This very quick post is going to cover how to use data graphics to do simple calculations and show adjust the data graphic accordingly.
For this example we are going to use the same data as before, except this time our students have a target and not just a grade
We are going to use Visio to give us a graphical view of how the student is performing
So the screenshot below shows the external data being used and the data graphics. All of this is being done in Office 365 again
As you can see we have all the data in view but its a bit boring, plus its not immediately obvious how the students are performing
We are going to add an icon to the graphic to give us that instant feedback, to do this right click on one of the data graphics and select Data | Edit Data Graphic
As you can see, the current data is all there just displayed as text, although I have played around a bit with font sizes and headings to make it look a little bit better
You can use fields within the data as many times as you like so we are going to add the Grade field again by selecting New Item
Select all the options you need, in this case we are going to use the Grade data field again and I have selected Icon Set for the data to be displayed as and the style of icons I want
I want to show green if the student is above grade, red if they are below grade and a yellow triangle if they are currently at grade, lets start with above grade
Click where it says equals and select greater than
In the next box select More Fields
In this box select Shape Data, this will then allow you to choose from the external data choices, so in this case we are going to select Target as we want to compare the students current grade to their target
You should end up with it looking like this
Here is the rest of the icons filled in, take note that any you don’t want to use just change the setting to Not Used
Click OK and then OK on the Edit Data Graphic dialogue box
Visio now shows the data but also has a very clear indication of the current status of the student using the icons I configured earlier.
Saving the file to Office 365 will also allow non Visio client users to access the drawing and view the data as well
So what I have shown you in this post is how you can use Visio to carry out calculations against your data and display it in various ways or in this case as icons to give instant feedback on a students progress.
You could of course use these types of facilities to present graphical representations of stock levels against a reorder number, budgets against set warning criteria or even your personal finances against set warning levels.
In a previous post I showed how to create a very simple dashboard in Visio 2013 from an external data source. In this post we are going to surface that data using Office 365 Visio services.
Please note that all the work and screenshots is done in what is commonly called Wave 15 of Office 365, so with all the new 2013 versions of SharePoint
In Office 365 I am going to use a list to keep the data that was originally in the spreadsheet. Simply create a new list and enter the data
Open Visio and start a blank diagram and add the data from the SharePoint list, this time selecting the option for SharePoint Foundation list. Click Next
Enter the URL for the site that stores the list and click Next
From the list of lists select the list you created with your data and then click Next and then Finish to create the connection
The data should now show at the bottom of your Visio window
Select all of the data and drag it onto the Visio diagram page
Using the same techniques as shown in the previous post, manipulate the data graphics to suit your design criteria, this is how mine looks after a bit of manipulation
Don’t forget to configure the refresh as well, right click on the external data and select Configure Refresh
Once you are happy with your data graphics then save the file to a document library on the Office 365 SharePoint site, you don’t need to save it in any particular format, just use the standard Visio file format
Your users can now access the Visio diagram by navigating to the document library and opening the Visio file, it will simply open up in the Web App, so no need for them to have Visio installed
Clicking on any of the shapes will allow the user to select the Shape Info option to view information about the shape, they can also make comments if you allow it.
The best thing about using Visio services in Office 365 is the refresh system, anyone who has rights can change the SharePoint list data and when the graphic is opened it will show the new data. If h
However the graphic is already opened then the user can simply press the Refresh button in the Visio window to load the latest version of the data
So with the previous post and now this one you can create some very simple dashboards that contain data, your users don’t need access to Visio to view your dashboards and the data can be changed in the background.
Let me know if you create any cool Visio & Office 365 based dashboards, I would love to highlight them on here.
Over the next few blog posts I am going to cover some of the features of Visio 2013 and SharePoint 2013 Visio services. Separately they are very powerful tools but together they open up a brand new way of sharing data with users in the form of dashboards.
To start with in this post I am going to cover the basics of creating a very simple dashboard.
Visio 2013 can connect to a multitude of data as you can see from the screenshot below of one of the data linking setup dialogues
For this example we are going to use a very simple Excel spreadsheet that just contains two columns
So our data sheet contains 4 students with their current grade, this is the data we will use to create the dashboards
Open Visio 2013 and create a blank diagram
Click on the Data tab on the ribbon and select Link Data to Shapes
Select the source of your data, in this example the simple spreadsheet I showed earlier and click Next
On the next screen you can browse for the data source, select it and click Next
If your data doesn’t have column headings you will need to remove the tick in the relevant box and then click Next
At the next screen we can select the columns & rows we want to include in our Visio diagram
The key to keeping the dashboard current is refreshing data and ensuring the right data gets refreshed, the best way of doing this is to use a unique ID for each set of data. The next screen allows you to specify the unique data field to use, in this case the UID column
Click Next & Finish and you should then see your data at the bottom of the Visio window
So we now have a nice blank page with our data below it
Lets drag one of the lines of data onto the page, to do this just click and hold the left mouse button on the line of data and drag it onto the diagram page
As you can see we now have a white box with our data to the right of it
You should also be able to see a yellow square in the middle of the data, click and hold on this and you can drag the data shape into the whit box (it just looks a bit neater)
Its a bit boring though, so lets change the data graphic. to do this right click on the graphic and select Data | Edit Data Graphic
At the moment all the data is displayed as text, way too boring for this so lets change that
Click on the Grade line and select Edit Item
Change the Displayed as to Data Bar, the style option will now change and give you options of how you want your data to be displayed.
I am going to choose progress bar but there are quite a few choices, you can also use the Details section to change elements of how the data is displayed, such as changing the minimum and maximum values, font size etc
Once you have made your choice click Next
Back at the Edit window click on Next and your data graphic should now be showing your choices
The example we have just worked through just shows adding one filed of data, but adding multiple fields is just as easy. Simply highlight all of the data and drag it onto the page
You can then go through the same steps to organise the data graphics and assign display options
Before we distribute the drawing we really should setup the refresh of the data so that when users have the drawing open they are getting up to date data
To do this right click on the External Data in the Visio window and select Configure Refresh
Put a tick in the box for Automatic Refresh, select the time between refreshes and click OK
At this point you can save the Visio diagram as a drawing that you can then distribute to people, of course they will need Visio to view the diagram and access to the data location
So now you should have the basic skills to create a simple dashboard that uses external data to present to users, the next post will show how we can take these skills and produce a diagram that can be stored in SharePoint 2013 so that non Visio users can view the dashboard