Showing posts with label SharePoint 2010 Services. Show all posts
Showing posts with label SharePoint 2010 Services. Show all posts

Friday, September 14, 2012

Attivio SharePoint 2010 search integration issues and concerns you need to know

If you implement Attivio SharePoint 2010 search connector, users could search SharePoint content and metadata through centralized Attivio search interface with other contents such as wiki, email, files share, Documentum, and eRoom. After reviewing the Attivio architecture and SharePoint connector guide, we have some concerns and questions that should be resolved for SharePoint search integration. Some of them are critical that need to be addressed before going to production.

1. System pages and galleries crawling - Attivio SharePoint 2010 connector guide indicated SharePoint Object Model connector does not support crawling system galleries. However, this limitation does not indicated in SharePoint Web Services connector which is we are using. Since SharePoint pages and galleries will contain many pages and exclude them from the crawling will be best practice to reduce the performance impact. The following galleries and system page should be excluded from the crawling and there may be more need to be excluded you may check the sacreen shot for SharePoint site.
  • Web Part Gallery
  • Site Template Gallery
  • List Template Gallery
  • Master Page Gallery
  • Theme Gallery
  • From Template system files
  • IWConvertedForms
  • Workflow Forms
 
2. SharePoint 2010 permissions crawling - Attivio SharePoint 2010 connector guide indicated target audiences and audience filtering are not supported. There is no way to return the target audience of an item. As a result, the search will not apply target audiences permission. Users not inside target audiences might be able to search and view the content. This needs to be verified and addressed.

3. SharePoint 2010 content type crawling - Attivio SharePoint 2010 connector guide indicated content types are not supported and we had concern that content with customized content type might not be indexes. Attivio consultants have confirmed this is not correct and all content with different content types will be indexed and will be searchable. This needs to be tested.

4. SharePoint 2010 crawling configuration - Attivio SharePoint 2010 connector guide indicated the NoCrawlproperty for lists and sites is not available. As a result, we could not exclude any list or sites to be excluded in Attivio search. We have some secrete site collections in the system we do not exposure to any users except some restricted users. Owners of these sites might not want to expose any content through other search UI even the permission has been properly applied. We may need to identify some workaround to address this.

5. SharePoint 2010 MySite crawling - Attivio SharePoint 2010 connector guide indicated to pass http://host:port/personal/username rather than http://host:port/MySite. SharePoint treats MySites as separate repositories. We are not sure whether we need to pass each and every personal my site URL which is more than 10,000 in our company. This need to be address if MySite content need to be searchable through Attivio.

6. SharePoint 2010 Meeting Workspaces crawling - Attivio SharePoint 2010 connector guide indicated crawling Meeting Workspaces causes the server to queue child pages such as Workspace Pages that do not exist, which in turn causes an Exception error message during a crawl. This needs to be testing and verified.

7. SharePoint 2010 audit and logs – SharePoint will contain audit logs and other logs inside content database. At this point, we are not sure whether Attivio will index any of these. We are hoping these will not be indexes to avoid performance issue. This needs to be confirmed.

8. SharePoint 2010 entitlement policy – We are implementing Nextlabs SharePoint entitlement solution to deny certain group users to selected site content even those users are granted permissions through SharePoint. The SharePoint search will be integrated with Nextlabs SharePoint entitlement policies and will block those users to search or view selected content. However, Attivio SharePoint 2010 connector will not aware of the Nextlabs SharePoint entitlement policies and may expose selected content to those users. We might need to customize Attivio search to Nextlabs SharePoint entitlement policies through Nextlabs policy web services before display search result to end users.

9. SharePoint 2010 retention policy – We are implementing retention policy to some site content. For example, if we apply the retention policy to one site as seven year policy, content will be deleted automatically after seven years. The SharePoint backup tape may have one year retention policy and will be recycled after one year. The same one year policy should be applied to Attivio index tapes. In other words, anything deleted from SharePoint should not exist on Attivio side even backup tapes.

10. Attivio SharePoint 2010 connector web service – This web service contains several interfaces that will not only read but also update and delete SharePoint contents. Although this is not a real issue now but we are surprised that crawling process web service contains update and change interfaces. We would need to be careful only grant Attivio SharePoint crawling account as READ only and may utilize the following update interfaces.
  • CancelCheckOut
  • CheckOut
  • Checkin
  • CopyItem
  • CreateDocument
  • CreateFolder
  • DeleteItems
  • DeleteVersion
  • MoveItems
  • Promote
  • SetAttachments
  • SetPermissions
  • UpdateItem
If you found anything else we need to be concerned on Attivio SharePoint 2010 search, please share with us.

Wednesday, November 30, 2011

Utilize the Managed Metadata Service application tip #9 - Managed metadata field displayed as term with term Id

If you use Managed metadata field in your email notification, you will find some strange ID attached to your field. What is the strange ID?

Here is the steps how to reproduce the issue.

1.       Create a custom list “MMD"
2.       Add an managed metadata column named “Managed Metadata Field” to use local term store as in the following screen shot 


3.       Create a designer workflow to send email 
4.       Send email with body to display value of the “Managed Metadata Field” as in the following screen shot 


5.       In the email, you will see term value concatenated with some IDs like “Term1|75e251f8-d30b-4de2-a388-4ee9c2a1d807” instead of just “Term1” value



If you review my previous blog on the Managed Metadata Column relationship, you will noticed that ID is the ID for the term. You could verify if you view the hidden list http://sbx01/sites/Harry/Lists/TaxonomyHiddenList/AllItems.aspx. See attached screen for details.


There are other cases you will get unexpected value of managed metatdata values.

1. If you export the list and the value of the managed metadata fields will also displayed as “ID;#Text”. The following field value "Test1" is displayed as "1;#Test1" instead.



2. If you use OoB web service to display the field, you will display “ID;#Text” as well. There is a way you could trim for the webpart. Does anyone have a way to trim the term ID and just display term value for email and exported excel file?

After some researching, I saw  someone reported the similar issue and it might be fixed by December CU 2011.

Thanks.

You could refer other blog on managed metadata service.

Utilize the Managed Metadata Service application tip #1 - How to resolve "The required feature is not enabled for this column type" error 

Utilize the Managed Metadata Service application tip #2 - Metadata column not visible for users other than site collection administrators

Utilize the Managed Metadata Service application tip #3 – Impact of message “Earlier versions of client programs might not support this type of column” on Document Library

Utilize the Managed Metadata Service application tip #4 – How to workaround "Deletion of this user as a contributor failed" for local term store 

Utilize the Managed Metadata Service application tip #5 – Be aware of "Deletion of this user as a contributor failed" error on AD groups for local term store

Utilize the Managed Metadata Service application tip #6 – How to fix "The default termstore for this site cannot be identified " error

Utilize the Managed Metadata Service application tip #7 – How to read managed metadata column relationship 

Utilize the Managed Metadata Service application tip #8 - How to resolve error "This operation cannot be completed. The term store may be unavailable."


Friday, September 23, 2011

Utilize the Managed Metadata Service application tip #4 – How to workaround "Deletion of this user as a contributor failed" for local term store

If you are using SharePoint 2010 managed matadata already, you may aware of global matadata termset and site collection local matadata termset.

There are lots of tricks and tips you should be aware of before using it. One of the issues is that if you add people to Contributors group, you may find yourself get to trouble NOT able to remove users from Contributors group. I will explain in different article how it will happen. In deed, one termstore administrator in our company added “All users (window)” to Contributors group for the local termset to one sensitive term set as in the screen shot. As a result, anyone could modify the termset which is not as previous intent.

When we try to delete “All users (window)” to Contributors group, we are getting the following error “The specified user is not a contributor on this group. Deletion of this user as a contributor failed.” and user could not be deleted.


 
After failed to delete from UI, powsershell, and API, we were hoping to delete the user from Managed Metadata Service database table ECMPermission. However, we were not able to remove the entries. Finally we have to use the following way to workaround this issues. Here are the steps.

1.       Install SolidQ Managed Metadata Exporter for SharePoint 2010 by coping the ManagedMetadataExporter.exe to server local drive
2.       Export the termset as csv file
a.       Run ManagedMetadataExporter.exe
b.      Put url of site collection http://sharepoint/mysitecollectionuURL
c.        Click 1.Get TermStores button
d.      Select the TermStore ‘Metadata Service Primary’ that is hosting your metadata service, Check the checkbox ‘include Site Collection Groups’
e.      Click 2.Get Groups button
f.        Select the site collection ‘Site collection-your site collection name’
g.       Click 3.Get TermSets button
h.      Select the TermSet and click ‘Export Selected TermSet’. Give the location where it need to be saved and hit Save
i.         In the similar way, select each Termset and ‘Export Selected TermSet’

 





3.  Delete all termset first as shown in the below screen shot


4.  Delete the Group that is host the site collection termset - the permissions will be deleted also
5. Add an managed metadata column to a list on the site collection. It will recreate the site collection termset Group
6.  Click the site collection metadata Group and "Import Term Set". Select the csv file you have exported.

7.  Import  each Term Set
8. Modify the permissions and add proper users to the term set again

You may noticed even you worked around the issue and you may not delete the user from the metadata control groups in the future that I'll address in the another blogs.

Utilize the Managed Metadata Service application tip #1 - How to resolve "The required feature is not enabled for this column type" error 

Utilize the Managed Metadata Service application tip #2 - Metadata column not visible for users other than site collection administrators

Utilize the Managed Metadata Service application tip #3 – Impact of message “Earlier versions of client programs might not support this type of column” on Document Library

Utilize the Managed Metadata Service application tip #4 – How to workaround "Deletion of this user as a contributor failed" for local term store 

Utilize the Managed Metadata Service application tip #5 – Be aware of "Deletion of this user as a contributor failed" error on AD groups for local term store

Utilize the Managed Metadata Service application tip #6 – How to fix "The default termstore for this site cannot be identified " error

Utilize the Managed Metadata Service application tip #7 – How to read managed metadata column relationship 

Utilize the Managed Metadata Service application tip #8 - How to resolve error "This operation cannot be completed. The term store may be unavailable."