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CAT | Sharepoint

Nov/10

5

How to Copy a SharePoint Site

I had a bit of a fire drill the other day when a SharePoint site that I had been using needed to be retired. I have moved content around before, but only lists and small numbers of documents, never an entire site.

After some research, and with help from my colleague James Robertson, I now know how to make a copy of a SharePoint site that includes the content on that site. This is useful if you are archiving a site, or need to create a working copy in order to do development and testing.

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As a project manager, I’m often faced with the problem of how to deal with configuration management, which is how we make sure that everybody is on the same page. I typically like to use a content management system to handle this issue. For my current project, I’m using Sharepoint, which also has some nice built in collaboration capabilities.

There are two out of the box workflows on the Document Library: “Approval” and “Collect Feedback”.

Both work pretty similarly, and for general document collaboration they work pretty well.

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I’m a big fan of making people more productive by sharing data entry. In my current project, the tool we have for collaboration is Sharepoint 2007.One of our team members is really comfortable with Access development, and built a nice database for tracking the status of our document deliverables. The problem with this is that since Access is a local sort of solution, it doesn’t allow for people to make updates as they work, so we end up spending a lot of time with the database owner updating status.

The solution (in this particular environment) is to utilize Sharepoint lists. Access 2007 has a nice wizard driven approach to building Sharepoint lists, as long as the database is built correctly.

So here are the iterations I had to go through to make this work …

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