I'm trying to determine the best way to utilize SharePoint 2013 to manage a very large project with a number of hierarchical elements. I've thought about using cascading/embedded group permissions (doesn't appear to be possible), audience targeting (I'm concerned about user's ability to understand and correctly enter the appropriate target audience), using some kind of session variable fed from a SharePoint list to determine how to characterize entries but then I need a way to auto filter them in lists (seems awfully complex and not sure this will even work). So I'm wondering if I'm missing a better way to do this. This being the following:
I have various staff levels: people at the bottom who are located at a site, a person at the site that is the manager, a hub that links various sites, areas that oversee hubs and include an area manager. I'd like these various people to be able to see only whats relevant to them so for a simple example: a list with a calendar view. An area lead should be able to see all entries made by his site leads, while a site/hub manager should only be able to see entries made by people under their respective site/hub. This would work perfect if I could assign groups to groups and then filter the list instead of by [me] by [(some permission filter option)]
There has got to be a simple way to do this, anyone have any ideas? I think I'm missing some capability of SharePoint 2013 to do something like this and thus am making it harder than it should be.
Related
Background- my organisation have a global directory. The Active Directory only stores the employee numbers and employee name. No information about the role title is stored in Active Directory. (I have already built an LDAP query to retrieve all the information from AD, retrieving the role title is my issue).
On our intranet, there is global directory, which shows the role title. Now this is obvious to me that the role title is stored in some other database.(not AD)
I am wanting to write a script (not sure what to use), to pump a list of employee numbers in the search box and retrieve the role title.
Is this possible? I've never scripted anything to retrieve information from results coming from a website/intranet etc. Any guidance will be appreciated, LDAP queries unfortunately was not the right approach for me as the organisation does not store role title in AD. (I have thousands of employees to find and I don't think it's practical to search individually)
Gemmo
I take it you only have access to the front end of this system. It is not ideal, but the only way would be to use web scraping. That is, parse the HTML from the web page.
This method is time consuming to put together and very prone to breaking since it is entirely dependent on how the data is presented on the page. If anything changes, your web scraping can break.
But if you will only need to do it once, it might be worth it. A tool like this one could help you do it. (that is just the first one I found online. There are others, just search.)
But since we can't access this site, we can't really help any more than this.
Web scraping really is the absolute last resort. Any other way to get the data is better than this. Maybe you could even ask the administrators of that system to give you a one-time report of just the data you need to see. As long as they're willing, there's no reason they couldn't give you an Excel spreadsheet with the data.
GOAL:
-To allow the manager to only view the all projects in qlikview, and not edit anything.
-Team members can only see data from projects they are in
CONDITIONS:
-Joe(Team member) can only see data from his projects only.
-Bob(Manager) can see data from all projects in the team, however he cannot edit or make changes to them.
In this scenario, there is only 1 manager, an admin, and many team members.
So I guess the process would be:
Check who the user is (Not sure what to use here. Username/password? Ideally it would be the company email, but don't know if this is possible)
Once it knows who the user is, checks if said person can access the document
If they do have access, it decides what can be accessed. (if manager, can only view all projects, if team member, can only view certain projects)
Display the dashboard.
Right now, the QVW file gets data from a database using OLEDB connection.
Sorry I've only been introduced to Qlikview about a week ago and I've been tasked to get this done so any help would be great.
Thanks.
You can find a lot about QV section access around.
Think your scenario is possible to be achieved using section access. Please read https://community.qlik.com/docs/DOC-1853 for more detailed explanation of section access methods.
Warning: Always have copy of the document without section access!
Just to be sure you are not locked out of the document because if this happens there is no way to open the document
I have been trying for a few days to figure out how to allow a set of customers to view a specific set of documents in OpenERP's knowledge management module. The goal is to easily add access to various sets of documents to existing customers. My particular use is that I deliver three different types of training sessions each of which has a set of materials in pdf format. I would like to offer all the attendees access to those materials through OpenERP (since they are already in the system as customers). I am not using the Events modules and I am not particularly interested in exploring it at this time.
Setup that I have tried:
Have some existing customers with at least a name and email address
Create a "Directory" in Knowledge->Document Management->Directories
Add a few pdf files in Knowledge->Documents each with the directory just created
Create a "Group" in Settings->Groups
... ???
I've tried various combinations of access rights, rules, users, etc. but nothing seems simple and nothing works exactly as I'm hoping: namely that a customer receives access through the web client to a clearly labeled menu that then shows them exactly the set of documents that they are allowed to access.
I have also tried the various "Share" features that can be done with documents, but again, they don't seem to work well for existing customers, nor so well with groups of related documents.
I have been able to get a user (not a customer) to get restricted access to see only a small set of the documents in the Knowledge Management system, but even there I'm having a hard time restricting that user to see only the documents that are in the specified directory.
I've taken a look at a number of sites (including ZestyBeanz) that describe various means of getting users to access the portal / limited features of OpenERP.
My OpenERP installation is self-hosted on Amazon so I have full control. I have written sophisticated modules for OpenERP and I am a reasonably capable Python programmer so please feel free to get seriously technical if that would help. I'm willing to consider writing a custom module to enable what I feel should be an obvious and easy feature, but that really seems like overkill!
To be clear: either a configuration or programming solution would be fine by me.
This is going to be vague, hopefully not annoyingly so. I know very little about SharePoint, but I'm asking for someone who's more knowledgable but is under lots of crippling pressure. Unfortunately I'm going to be held responsible for the project (it's due before Christmas!!), so I need to see what I can figure out on my own to help out. Please allow my desperation and helplessness to excuse any problems with this question.
We've created an InfoPath form that generates xml files that will be uploaded to SharePoint. The data from these files will be aggregated and used to generate reports. The biggest issue is that the users will be spread out over three locations, and the info generated from each location needs to be firewalled from the others. But we need the xml files from all three locations to go to the same place in order to make the aggregation feasible with minimal manual work.
I've read something about SharePoint groups (http://technet.microsoft.com/en-us/library/cc262778%28v=office.14%29.aspx) and figured that might be the way of doing it, so long as 1) the xml documents could all go to the same library/repository and 2) that shared repository would only show each group their own documents. For at least two users we also need a master view that shows all of the documents regardless of the group that created them.
That's the main question. Ultimately we'll also need a similar way of storing the generated reports (tables and charts) to the creators of the xml files AND a set of users at each location who won't be able to view or create those xml files. But first things first, I guess.
Is this possible and feasible? Any hints/links that could get us started down this path?
I think in your case the best option is to create a folder for each group, and set permissions on them to allow just the specific group of users to access that folder. The same with a separate library for reports. Then, you'd just setup a list view that flattens the folder hierarchy to view all items at once.
You could also set per-document permission programmatically in an event receiver, however, there's a pretty low limit (search for ACL) on the number of unique access control lists per library (it's 50.000 actually). So depending on the number of XMLs you are going to manage you may reach this limit.
We're migrating from Bugzilla to Redmine and there's one feature of bugzilla which I'm unsure how to replicate in Redmine.
Is there any way to list all the bugs / features of a specific priority across all projects?
We used to use this mechanism to identify what bugs / features to assign next to developers. If listing all urgent bugs doesn't work in Redmine, perhaps there's a different way of working which could be used instead?
This is easy:
Go to https://your.redmine.domain/issues?set_filter=1 : This should clear any current filter criteria and display all open issues across all projects the currently logged user has access to.
Select your filter - in this case, add a filter for Priority, and hit apply
You may save this filter by clicking on Save: This will allow you to access to this filter quickly without configuring it every time. You may also choose grouping criteria as well as the columns to display.