Rolling up information in SharePoint Sites

re: Rolling up information in SharePoint Sites

Philip Colmer — Sat, 11 Mar 2006 19:18:13 GMT

It is a shame that the personal roll-up part requires the user explicitly be in the Members group. We have been encouraging site administrators to use AD groups wherever possible, as it reduces the administration overhead for obvious reasons.

Can't the sync engine parse through the groups that the user is a member of (and implicitly, the groups that the groups are members of, etc, etc)?

--Philip

re: Rolling up information in SharePoint Sites

David — Sun, 12 Mar 2006 00:30:57 GMT

Does this mean I still can't see one list of all my tasks? I still need to click each tab to see each set of tasks for each SharePoint site? So what you have done is replaced my links web part that I currently have on My Site which I have created a link to each task list that I need to check with a web part that creates those links for me? Not really much of a time saver. Would prefer Coras Works web parts functionality which rolls up information from multiple SharePoint sites and displays the items in one list that I can sort, filter, group etc.

re: Rolling up information in SharePoint Sites

Matthew — Mon, 13 Mar 2006 20:38:30 GMT

What about a list of all sites that I am a member of? All open issues assigned to me? Etc. Without having to click from tab to tab?

Just wondering if this will need to be custom functionality?

re: Rolling up information in SharePoint Sites

Robert te Kaat — Mon, 13 Mar 2006 20:58:28 GMT

These webparts do a lot of plumbing themselves, but personally I would prefer some kind of roll-up webpart for one type of list (e.g. tasks) that I can customize myself: configure all lists to be rolled up and UI (perhaps use UI of first list and require same columns for all the others). That way it would be a lot more flexible, since I can create my own rollups. Furthermore I would not have to click a tab for every site, but instead perhaps see all items grouped by site or not grouped at all.

Site/list rollups in SharePoint 2007

Portals — Mon, 13 Mar 2006 21:46:16 GMT

Information Rollup coming Office SharePoint Server 2007!

Jason Medero's SharePointing into Collaboration — Mon, 13 Mar 2006 22:21:50 GMT

re: Rolling up information in SharePoint Sites

Patrick Wools — Mon, 13 Mar 2006 22:29:13 GMT

What happens when there are 50 or more web sites containing documents you have contributed to?

Does it automatically create 50 tabs for you or is there a control mechanism?

Even then it would seem challenging to determine which documents to include in the listing without some form of prioritisation or weighting. Is there more development effort scheduled with this in mind?

re: Rolling up information in SharePoint Sites

Pankaj — Tue, 14 Mar 2006 04:53:43 GMT

Not related to SharePoint...

Guys,

Change your color choice for mouse over. I'm sorry to say but the blog look just pathetic......

re: Rolling up information in SharePoint Sites

sptblog — Wed, 15 Mar 2006 00:27:10 GMT

David - We choose not to invest in a single web task rollup because we already have Outlook sync on the Client and OWA on the web. That said, our part will show all tasks in a given site collection inside the tab (it's just below the docs webpart).

Matthew - The list of all sites you are a member of is available through the profile object model. We explicitly chose not to roll-up over all sites because they may be different farms, web applications or continents. Creating a single view will be both non-performant and generate a complicated UI experience. Imagine being a member of 30 sites and having 5-10 documents in each, to show them all together you have a list of 150-300 docs, not a ideal user experience. That said, you may absolutely use the object model and web services to generate a single list, but we didn't focus on absolute rollup.

Robert te Kaat - The ability to do custom roll-ups over a content type or across lists in a site collection already exists in the "Content by Query" part. We just provide a bunch of canned queries (Docs: Authored by, Created by, Checked out as well as Tasaks: Assigned to). In addition, you can modify our page (myinfo.aspx) or create a new page that does your custom rollup and point the part at that.

General - Tabs vs. Single list
There are two reasons why we choose to break up by tabs:
1. User Experience: Users are very comfortable with the idea of sites, its context and content in them. The tabs help organize information by that and break up what could be a very large list of items that will need to be rolled-up. Yes, we could have chosen to show the site as a piece of metadata and grouped-by or sorted-by that column, but that doesn't show the containership of the sites and its docs nearly as explicitly.

2. Technical: Because sites can be in any farm (in North America, Japan, Singapore and Dublin, in MS' case), doing a cross-farm, cross-site collection, cross-list query is NOT going to be fast and responsive, as a user would expect. That said, we could have used client-side scripting to pull all this info asynchronously, but then they wouldn't act as a single list easily. We didn't have the resources to build a complete list interaction model in Ajax in this version.

Patrick Wools - If you see the first picture in my post, there is a menu item called "Memberships >". That flyout contains all the sites you are member of. The number of tabs can be extended by user preference, but we show the first 5 sites in the list. You can add and remove tabs just like you can in IE7 or Firefox. So, if you are working on a project, you can pull all the sites related to that project into tabs. Since this info is stored in the web part, users can also drag more than one of these roll-up parts, pick the sites you want to rollup and name the webparts by their project or task they are trying to accomplish.

Pankaj - I noticed that the hover over has been fixed, it doesn't look like c%@? any more. Thanks for pointing it out.

Venky

re: Rolling up information in SharePoint Sites

Pankaj — Wed, 15 Mar 2006 04:43:39 GMT

Thanks for changing the mouse over color in the style sheet. The blog look awesome. Can't wait to see SharePoint 2007.

re: Rolling up information in SharePoint Sites

Steve Walker — Wed, 15 Mar 2006 20:52:27 GMT

Great post. I know lots of folks want the rollups to be more automatic, but balancing performance in large environments in critical :-)

Looks like custom rollups will be a LOT easier int he next version..I am stoked :-)

Steve

RollUp von Listen und Sites in SharePoint 2007

SharePoint, SharePoint and stuff — Fri, 17 Mar 2006 22:53:03 GMT

Venky Veeraraghavan vom SharePoint Team hat im SharePoint Team Blog über das RollUp von Listen und Sites...

Rolling up information in SharePoint Sites (O12 / Office 2007)

Steve Bargelt — Sat, 18 Mar 2006 00:07:59 GMT

Sharing Points » Blog Archive » Use of SharePoint Roll ups.

Sharing Points » Blog Archive » Use of SharePoint Roll ups. — Sat, 18 Mar 2006 12:17:09 GMT

PingBack from https://stephenmuller.wordpress.com/2006/03/14/use-of-sharepoint-roll-ups/

re: Rolling up information in SharePoint Sites

Richard Brown — Sat, 08 Apr 2006 01:32:21 GMT

It seems like most of the focus here is on narrowing down / filtering what you see on a site. I think what people could really use is a way to visually summarize or display all the information that's contained in a site; maybe a tree view of expandable / explodable headings for all lists, calendars, etc. on a site. A site map.

I consider myself to be an evangelist for SharePoint services, even though I'm not a web part programmer. As an experiment, I've tried to convince various groups to use default SharePoint sites for collaboration, and the common problem I see over and over is that people just can't get a decent view of what's on the site. They don't know where to look for anything, and unless you spend a lot of time training them or establishing guidelines, (difficult in some volunteer groups) they have a hard time getting started. These aren't programmers; they're intelligent people who have come together to do some work (a church group, a scout troop, a work group in the office). When presented with the default page, they just don't get it.

On the other hand, if I give a bunch of programmers a default sharepoint site, as a general rule, they get it right away. It's taken some discussion and some "listening" to people and their questions to finally arrive at the conclusion that people need a map. Anyone else have this experience? Perhaps there's already a standard web part that does it, but if not, it seems like a really useful part to build into the next version.

re: Rolling up information in SharePoint Sites

kwaazaar — Mon, 10 Apr 2006 10:04:50 GMT

@Richard:
What's wrong with the Quick-Launch bar? Is displays all lists and document libraries that should be of interest to the end-user.
If it contains too many lists and doclibs, maybe the conclusion is that you need to create subsites/subareas.
Ask yourself the question if there is any relation between some of the lists and/or doclibs. If so, they should probably reside together on a separate subsite.
This does however bring some new challenges, like: which subsites does this site have (not out-of-the-box available in 2003, but plenty of free webparts available), or how do I see lists of subsites on a root-site (rollups!). Both problems are solved in a way with the 2007-version.

re: Rolling up information in SharePoint Sites

Duray AKAR — Thu, 27 Apr 2006 21:28:14 GMT

I totally agree with the need of a site directory... I actually thought there will be built in one, right after I saw the built in breadcrumb part... But I gues not :(

I got my custom Site Directory webpart for WSS, shows a tree view of all the sites the user has access to, shows the parent site, the immediate children of the parent site, and the children of the current site you are in. Uses the built-in icons for the site type (like team site or meeting workspace), plus a spacer.gif for the tree view appearance :) (gotta love the spacer.gif technology)

I will post the cab on my blog ASAP... Seems like can help a lot of people...

As for the lists and libraries, I tried it and the treeview went far beyond what I was looking for...

How can we get the Beta?

thanks

re: Rolling up information in SharePoint Sites

Duray AKAR — Fri, 05 May 2006 16:06:45 GMT

I posted my implemetation of Windows sharepoint services site directory on my blog, http://sharepointdiary.blogspot.com.

I will share the code or the CAB if anyone is interested

re: Rolling up information in SharePoint Sites

Lawrence Liu [MSFT] — Fri, 05 May 2006 18:51:39 GMT

Duray, your Web Part looks very cool and should prove to be useful for many WSS V2 users. I'd encourage you to setup a GotNetDot CodeGallery project space, which provides online discussions, bug tracking, and download stats for your Web Part. I would be glad to associated your project to the SharePoint Featured Group(http://www.gotdotnet.com/codegallery/directory.aspx?GID=3b291620-c6d4-4a6a-a222-a6253aa8859f) to give it more exposure.

What's new in SharePoint, in Sesame Street Markup Language

Marwan Tarek Blog — Sun, 21 May 2006 18:38:40 GMT

2007 Microsoft Office Server System Reference Material

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re: Rolling up information in SharePoint Sites

Craig Condon — Fri, 01 Sep 2006 16:16:39 GMT

The Sites Rollup will work for sites, but what about portal areas? Or is it assumed that it will work in portal areas as well because "everything is a site?"

re: Rolling up information in SharePoint Sites

Rowan Good — Fri, 29 Sep 2006 15:30:15 GMT

Here is an application I found to create the sharepoint subsites! http://www.darkblueduck.com/Products/SiteProvisioningSmall.aspx

re: Rolling up information in SharePoint Sites

Matt Purdy — Sun, 12 Nov 2006 19:27:56 GMT

I am currently a student performing research on a product for a Finnish Microsoft Certified Partner in Finland called neoxen. www.neoxen.com They have a product that will be able to provide one shareable view of documents in different sharepoint sites as well as other areas within your network. My question is wheter in the new version of sharepoint, if this type of capability is already provided.

re: Rolling up information in SharePoint Sites

dnkumar — Tue, 09 Jan 2007 08:43:39 GMT

I installed MOSS 2007 Std Edition and added couple of users as Members in all sites across three site collections. But the "Sharepoint SItes" web part on My Sites is not showing any memberships. I did a full import on User Profiles. Can someone help in this? Thanks in advance.

re: Rolling up information in SharePoint Sites

Shmuel Bollen — Thu, 03 May 2007 03:24:03 GMT

Quick question...if I have a MOSS server and an existing WSS 2.0 servr, what are my options for gtting MOSS to "see" the WSS content? Specifically, I want to use the "My SharePoint Sites" part to full advantage, i.e. automagically show all WSS sites that the viewer is a named member of.

Is there any way to do it without upgrading WSS to 3.0?

re: Rolling up information in SharePoint Sites

Karim — Sun, 03 Jun 2007 07:07:57 GMT

In our MOSS07 deployment, users' Sharepoint Sites Memberships list (which feeds numerous webparts) is being discovered correctly, but their URLs are malformed.

Early in our deployment (single server except for databases), sites were accessed via normal http like http://teams.company.com:nnnn, but then we switched to require SSL access so now all sites are accessed like https://teams.company.com. To do this we changed the access mapping url to the secure form and updated all the site directory and search center links accordingly. Everything now works fine (mysites and portal sites) via https, except users' Sharepoint Site Membership urls are still coming up in the earlier form of http://teams.company.com:nnnn/... which is now disabled.

How can I fix this?

2007 MOSS Resource Links (Microsoft Office SharePoint Server)

The Boiler Room - Mark Kruger, Microsoft SharePoint MVP — Tue, 17 Jul 2007 19:46:26 GMT

2007 MOSS Resource Links (Microsoft Office SharePoint Server) Here is an assortment of various 2007 Microsoft

re: Rolling up information in SharePoint Sites

Anthony Chen — Thu, 02 Aug 2007 17:47:37 GMT

<<1. User Experience: Users are very comfortable with the idea of sites, its context and content in them. The tabs help organize information by that and break up what could be a very large list of items that will need to be rolled-up. Yes, we could have chosen to show the site as a piece of metadata and grouped-by or sorted-by that column, but that doesn't show the containership of the sites and its docs nearly as explicitly. >>

Venky, we love sharepoint 2007. We switched over from plone and it is a night and day difference for our users.

You make an interesting points in your responses. However I think if you look in the general community, this rollup functionality is one of the biggest needs that users have. It is frustrating for users to have to click tabs to see individual tasks. It is much easier to scroll through a long list. Im sure your usability experts must have some insight into this. Here are some use cases:

Each functional area in a company has calendar events, we want to roll those up into a company calendar so everyone can see a unified company calendar of all events. These events could be expense payments from finance, last day to to enroll for changes to benefits etc. People naturally classify by date (i.e. what is important in the near future) then by functional area. You are forcing people to classify by functional area then by date.

Each functional area owns announcements, we want those to roll up to the top level so everyone can see the running list of announcements from any functional area. No one is interested in clicking each tab to see if there is anything new. If at any given time only one tab has an announcement am I really going to keep clicking all 12 tabs to see if there is anything new?

I have tasks in multiple functional areas (12) I need to prioritize between them, but I have no way to do this because they are all in different tabs.

I understand your point about containership of documents, but the most relevant use cases have nothing to do with documents (although a single document rollup expressed as a tree would be helpful too). As less technical people use sharepoint the concept of containers is probably completely lost on them.

re: Rolling up information in SharePoint Sites

dhall17 — Thu, 02 Aug 2007 20:16:43 GMT

You want extensive roll-up capabilities with all data across sites & site collections then I stongly recommend buying CorasWorks they have it all and its so fast and easy!

re: Rolling up information in SharePoint Sites

Anthony Chen — Fri, 03 Aug 2007 00:58:05 GMT

The content query web part does a pretty reasonable job of rolling up without too much pain in getting it working at a primitive level.

how we can access share point site through vb.net application

sridharreddymandala — Mon, 29 Oct 2007 13:55:32 GMT

I install moss2007 in one that is in lan . I can acess the share point site in borwse . I can't acess share point site in vb.net application in another pc

re: Rolling up information in SharePoint Sites

lmcclellan — Mon, 03 Dec 2007 22:55:10 GMT

Is the csegRollUp web part compatible with MOSS/WSS 3.0? We have used this web part extensively in our SP2003 environment.

re: Rolling up information in SharePoint Sites

Dennelle Taylor — Thu, 10 Jan 2008 13:48:00 GMT

Anthony - we are trying (desperately) to do the same kinds of roll-ups as you (lists, announcements, and other items on subsites summarized on the parent site). Are you saying that you figured out how to do this with the "content query web part?" I am very new to Sharepoint and cannot even FIND this webpart! Could somebody please explain, for us primitives, how to roll up announcements from 2-3 subsites onto the parent site? I know several teams, in my organization and others, who would find this information extremely valuable! There does not seem to be anything on it in the Help, the manuals...even doing a search on "content query web part" within Sharepoint yielded no results.

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