Wednesday, January 25, 2012

SharePoint Organization Charts

Update 2/3/2012
- 1orgchart did not seem to work at all and support could not resolve
- Found another third party http://www.sharepointorgchart.com/ that worked and met most requirements.

1/23/2012
Based on some recent work for a customer here are my findings on the SharePoint Org Chart Control and Third party solutions.



Out of the Box SharePoint Org Chart
AD User Profile as Source
Yes
Yes
Yes
Yes
Graphical/Interactive Org Chart
Yes
Yes
Tree view Only
No – Tabular only
Amend fields Shown in Org Chart Boxes
Limited
Yes
No Boxes just tree view
No – Tabular only
Search
Not directly within chart
Yes
Yes
Yes
Tree View
HTML Tree View
Yes
Yes
No
Color Coding
No
Yes
No
Yes
Print
Limited
Yes
Limited
Limited
Presence Integration
Yes
Yes
Yes
Yes
Link to MySite Profile
Yes
Yes
Yes
Yes
Customizable Style
No
Yes
No
Limited
Export chart
No
Yes as Jpeg
No
No
Multiple Views of Chart
No
Yes
Yes
No
Custom Starting point of Chart – CIO down for example
No
Yes
Yes
Filter by departments
Custom Depth of Hierarchy displayed
No
Yes
Yes
No
Picture Integration
Yes
Yes
Yes
Yes
Trial Version Available
Yes
Yes
Yes
Yes
User can update attributes in AD
No
No
Yes
No

Monday, January 23, 2012

Copy SharePoint 2010 Pages

This is a common challenge. You create a wonderful SharePoint Page with all the web parts you like configured correctly and in the correct locations. Now you wish to copy the page keep all the web parts and content but allow for tweaking same. What do you typically do?  

- You open the library in "Explorer View"
- Copy the page and rename it.
- Open the page
- All your web parts are lost.

There is a way around this.

- You can copy pages using the "Content and Structure" tool, but not to the same folder in the library.
Go to SiteActions -> Site Settings -> Manage Content and Structure. Navigate to the pages list. Copy the page to a different pages list of folder in the library. Rename the copied page. Move the copied page back to the original pages list or folder. The web parts will be still there.
Note: If you do not have versioning turned on the library this will not work.