SCP 2007 - User Guide
Contents
1. the Windows SharePoint Services Administration service started the Windows SharePoint Services Timer service started Does the solution file exist Does the License management solution file exist ls license management solution installed OOWOOOUS Detecting Datapolis SharePoint Column Protector 2007 Please walt Previous Hext Abort Datapolis com 2008 20710 9 If all requirements are met click Next to proceed Datapolis SharePoint Column Protector 7007 SharePoint ES derapo is column protector 2007 CaTapo is oystem Check Checking if Datapolis SharePoint Column Protector 2007 can be installed or removed Windows SharePoint Service 3 0 1s installed ou have permission to install remove SharePoint solutions The Windows SharePoint Services Administration service is started The Windows SharePoint Services Timer service is started Solution file found License management solution file found License management solution is installed 00000000 Datapolis SharePoint Column Protector 2007 ts already installed All checks succeeded Please click Next to proceed with the installation Previous Gans Abort i Datapolis com 2008 2010 page 6 of 34 es datapouis 10 If you see any errors you need to correct them After correcting errors please close the wizard and run setup again Datapolis SharePoint Column Protector 7007 fc SharePoint ES detepous Lt col2. OK button user name check for all textboxes will be performed Your changes will not be saved until all textboxes contain correct user names page 31 of 34 es datapouis 2 4 3 List permission inheritance When SCP is enabled for content type for the first time or when SCP is enabled after SCP reset for this list users and user groups from SharePoint list are copied to Allow edit and display permission for each column This way by default all users with permission to the list have normal access to all columns Team Site gt Invoices gt Settings gt Permissions Team Site aro gt Coley m Permissions Invoices Use this page to assign users and groups permission to this list This list does not i sers Groups ICHWB administrator NT AUTHORITY LOCAL SERVICE System Account Team Site Members Team Site Owners Team Site Visitors SharePoint Group If new users are added to list or site you can copy them to the columns by clicking Copy users from list button Note Users will be copied to header column You can then copy them to all columns using Copy permissions to all columns button Point 4 in chapter List permission inheritance Note If you want to make sure that all users that have permission to the list can access given column give permission to all authenticated users Point 3 in chapter List permission inheritance page 32 of 34 es datapouis 2
3. Goto the https partner datapolis com and register b After registration is completed please go to My Products page 22 datapoLis c Find SharePoint Column Protector 2007 in Products verification keys section and click in Get key link Product verification keys Product name Account name Product verification key SharePoint Column Protector 2007 O7BFBR O7BFBR STEPol LT PEOLE CLOT JLO PLECY Work box dpi Get key Datapolis Workbox 2010 dpi Get key d Copy your account name and product verification key for SCP 2007 in to the setup Note Without valid account name and product verification key installer will not allow you to go to the next step Data visible on the picture above is a sample data and it will not work Please you valid data taken from My Products page after you log in to https partner datapolis com page 9 of 34 es datapouis 14 Select web applications to which you want to deploy SCP 2007 You can choose one or more web applications or site collections To view list of site collections click Plus icon next to application name You need to select at least one to continue with the setup Click Next to continue Datapolis SharePoint Column Protector 2007 SharePoint Gs datapous column protector 2007 _ CaTapous Site Collection Deployment Targets Please select one or more web applications site collections Web Applications Ste Collections Sf hittp ich
4. es datapouis 2 1 Limitations 1 10 11 12 SCP works only with Web Parts with full toolbar SharePoint Column Protector protects only these list view Web Parts which have Toolbar Type set to Full Toolbar Due to SharePoint API s limitation current version of SCP 2007 does not support list view Web Parts that have summary toolbar or no toolbar Remember to enable full toolbar on list view Web Parts for the list you want to protect SCP does not work with Data View Web Parts SCP does not protect metadata in documents opened with external applications e g Microsoft Office Word SCP does not work with Wiki libraries SCP does not support RSS feeds SCP does not work for search results Search uses standard SharePoint security mechanisms and SCP settings do not affect search results SCP supports only standard SharePoint elements Third party and custom built forms Web Parts controls and other elements most likely won t be affected by SCP permissions e g InfoPath forms all elements modified from SharePoint Designer To configure SCP user must have Manage List permission for the list User must be granted Manage List permissions for the list to be able to use SCP Administration pages Note If the list is inheriting permissions from its parent site user needs Enumerate Permissions for the site SharePoint Column Protector shows all columns to users with Manage List permissions SharePoint
5. 5 Best practices Below you will find few sample scenarios that will help you configure the SharePoint Column Protector the optimal way 1 You want all users to be able to display all columns except one or two columns which should be read only These columns can be edited only by few users or groups a Input authenticated users in the Allow edit and display textbox in the Set permissions for all columns header and click Copy permissions to all columns icon b Inthe columns that should be read only cut the users and paste them in to the right column Allow display c Input in the Allow edit and display textboxes users and groups that should be able to edit the restricted columns 2 You want to restrict access to one or few columns to chosen users a Input authenticated users in the Allow edit and display textbox in the Set permissions for all columns header and click Copy permissions to all columns icon b It the columns that should be restricted remove entries and input chosen users to Allow edit and display or Allow display permissions 3 You want to have strict control on who is viewing which column refrain from using Authenticated users group 4 You want to restrict access to all columns for a group of users remove permissions for these users from SharePoint list or site 3 Troubleshooting e Please make sure you are using the latest version of SharePoint particul
6. 555e 40a0 a431 d3190785f26 1 Erewious o gt Close Datapolis com 2008 2010 Note Please read the installation details page carefully If you notice that some errors occurred during installation and the SCP feature was not deployed or not activated on all selected site collections please refer to troubleshooting section of this guide 17 After the setup was successfully finished you can use SharePoint Column Protector on web application and site collections where SCP 2007 was deployed Please refer to Configuring chapter of this guide for information on how to use SCP 2007 page 12 of 34 es datapouis 1 2 Licensing SCP 2007 has a trial period of 30 days After 30 days from installation trial will expire and SCP 2007 will stop working If you want to continue using it you should buy a license on https partner datapolis com Note You can buy and register SCP 2007 any time during the trial period or after the trial has expired We recommend licensing your copy of SCP 2007 before trial expiration to avoid SCP 2007 deactivation Note All SCP 2007 setting are preserved even if trial expires When you activate SCP 2007 after trial expiration it will start working with the same configuration as on last run in trial period To activate SCP 2007 on server farm you need to 1 Purchase license for SCP 2007 on our website https partner datapolis com en customer pages buy aspx You can use a link provided on t
7. Change status Edit permissions Task OFF Enable Folder On workflow Task On Disable page 25 of 34 es datapouis 8 You can define at which level of user permissions SCP column permissions should be ignored If you want SCP settings to be effective for all users including administrators choose None If you want the Site Collection Administrators to see the whole list and omit any SCP security settings choose Site Collection Administrators Setting Manage Lists permission level will allow users with Manage Lists permission level to see the list s whole content ignoring SCP security settings To accept changes please click Apply button Administration mode You can define the level on which SCP settings are ignored All users that have permissions equal or grather then selected will be able to seefedit all column on this list When the Manage Lists permission level value is selected then SCP settings are ignored for every user who contains Manage Ltr privileges For the given list When the Site Collection Administrators option is chosen then SCP settings are omitted For the site collection administrators Ifthe None is selected SCP settings are applied For every user 1 Manage Lists permission level Apply Site Collection Administrators None Note To manage SharePoint Column Protector settings user must have Manage Lists permission level or higher f
8. Column Protector shows all columns to users with Manage List permissions for given list In other words SCP 2007 is transparent to these users and column permission settings do not apply to them This is the default setting which can be changed in the SharePoint Column Protector settings page SharePoint Column Protector does not synchronize its permission settings with list permissions If you change list permissions it will not influence SharePoint Column Protector permissions Using SCP it is possible to assign column permissions to a user for a list to which the user has no access However SCP permissions will not grant the user access to the list Calendar Views and Gantt View limitations For users who don t have permission to view any of the list columns Calendar and Gantt views are disabled Such users will only see the following information Calendar Access to this view was denied Title column limitations e SCP does not hide the Title column in Datasheet view e SCP does not hide link to item with its Title in SharePoint alerts In general hiding item s Title or document s Name field is a bad practice for in most cases it works as item s identifier for users page 22 of 34 es datapouis 13 SCP does not work with list and web templates Creating list or web from template on which SCP was running will cause that all settings made through SCP will be reset 14 Microsoft Offi
9. LING OR USING THE SOFTWARE THAT ACCOMPANIES THIS EULA SOFTWARE YOU AGREE TO THE TERMS OF THIS EULA IF YOU DO NOT AGREE DO NOT USE THE SOFTWARE AND IF APPLICABLE RETURN IT TO THE PLACE OF PURCHASE FOR A FULL REFUND THIS SOFTWARE DOES NOT TRANSMIT ANY PERSONALLY IDENTIFIABLE INFORMATION FROM YOUR SERVER TO DATAPOLIS COM SP Z O WITHOUT TOUR CONSENT 1 GENERAL This EULA is a legal agreement between you either an individual or a single entity and Catapolis com sp z o o Datapolis This EULA governs the Software which tnclides computer software including online and electronic documentation and any associated media and Previous C ne gt Abort Datapolis com 008 2010 r page 8 of 34 es datapouis 13 Please enter your product verification key and click Next button Datapolis SharePoint Column Protector 7007 Eea SharePoint ES derepous column protector 2007 daTtapoLl s Product verification key Please provide a product veritication key In order to install SharePomt Column Protector 2007 you need to provide your account name from Datapolis customer site and a product vertication key To get a product vertication key please register on D atapolis customer site and go to My Products page Go to Datapolis customer site Product verification key ABCDEF 123456 Datapolis com 008 2010 If you don t have product verification key please do below steps a
10. P configuration link if you want to restore For this list previously saved SCP configuration A Load SCP settings Back to the list page 24 of 34 es datapouis 3 If SCP is disabled for a given Content Type its status is set to Off Content Types kakus Change status Edit permissions Task lt gt Enable Folder On Disable workflow Task On Disable 4 To enable SCP for a Content Type click the Enable link next to its status Content Types Status Change status Edit permissions Task Off Folder Or Disable workflow Task Oni Disable 5 To enable SCP for all Content Types click the Enable all link above the Content Type list next to the All content types Content Types All 6 To manage column permissions for a chosen Content Type click Edit icon next to the Content Type Notice SharePoint Column Protector must be enabled for a given Content Type in order to manage its permissions content Types Status Change status Edit permissions Task OFF Enable Folder On Disable Workflow Task On Disable 7 You can disable SCP for a Content Type by clicking the Disable link next to the Content Type To disable SCP for all Content Types on the list click the Disable all link Disabling SCP will not reset permissions settings if you enable SCP again all set permissions will be preserved Content Types Change status All Enable all Content Types Status
11. Site Settings Manage site settings on this site 2 If you are on one of site collection subsites then go to site setting as described above and then click Go to top level site settings link in the rightmost column with Site Collection Administration header Site Information Site URL http fint wes en btestfsubsite Mobile Site URL http fink wes en testisubsite m Version 17 0 0 6219 Users and Permissions Look and Feel Galleries Site Administration Site Collection Administration a People and groups a Title description and icon a Master pages a Regional settings a Go to top level site settings a Advanced permissions a Tree view a Sike content types a Site libraries and lists a Site theme a Site columns a Site usage report a Top link bar a User alerts a Quick Launch BASS a Save site as template a Search visibility a Reset to site definition a Sites and workspaces a Site Features a Delete this site page 18 of 34 es datapouis 3 On the site collection Site Settings page click Site collection features link in the rightmost column with Site Collection Administration header Site URL Mobile Site URL Version Users and Permissions Look and Feel http int wss en test http int wss en test m 12 0 0 6219 a People and groups a Site collection administrators a Advanced permissions a Title description and icon a Tree view a Site theme Ma
12. View Favorites Tools Help Lp Favorites A Home Central Administration Central Administration Seo Central Administration Homes Operations Application Management View All Site Content Administrator Tasks Central c On the Operations page click License management for Datapolis products link under Datapolis Configuration header a Diagnostic logging a Usage analysis processing Datapolis Configuration a License management For Datapolis products 3 If your server the one with SCP 2007 installed has internet connectivity you can activate your product automatically If you don t have internet connection on the server you have to activate your product manually go to step 4 a Click on the link Activate license automatically SharePoint Column Protector 2007 Version 1 0 4 50 Licensing information License status Valid License Key Get Product Key P Set License Key License Id 499 License type License for Web Front End Server Activate license automaticaly b Enter you credentials for the Datapolis customer site tps s partner oo Suie and click validate Below you can register or update license for Datapolis product Product SharePoint Column Protector 2007 Please provide below your user name and password for Datapolis customer site https partner datapolis com Login my account Password lee oon Validate page 14 of 34 es datapouis c After you crede
13. arch gt Folders a Gy x e fal Dat Resources File Folder 201 Datapolis Utilities Licensing ClientLicen FOKB Application Extension 701 E Release Motes txt SEB Text Document 201 SCP 2007 instrukcja u ytkownika pdf 1 770KB POF File 201 i SEP 2002 User Guide pdf 1674KB PDF File 201 Prrrrrer rere er rere rire Bean 400 KB Application 201 bag setup exe config SEB SML Configuration File 201 uninsO00 dat 56 KB DAT File z l fia uninsOO0 exe 784KB Application 201 9 objects 4 64 ME g My Computer ve 7 Onthe welcome screen click Next Datapolis SharePoint Column Protector 2007 ee E Esjderepous column protector 2007 datapolLl s Welcome Welcome to the Datapolis SharePoint Column Protector 200 setup wizard This setup wizard will install or remove Datapolis SharePoint Column Protector 2007 to your SharePoint 2007 farm D atapolis com 2008 2010 page 5 of 34 es datapouis 8 During this step SCP 2007 will diagnose and check all required configurations Please wait until all checks are processed all yellow icons should change to green Datapolis SharePoint Column Protector 7007 SharePoint G3 datapous column protector 2007 datapalrs oy stem Check Checking if Datapolis SharePoint Column Protector 2007 can be installed or removed Windows SharePoint Service 3 0 ts installed Jo you have permission to install remove SharePoint solutions
14. arly if you have Service Pack 2 for SharePoint 2007 installed e f you receive errors during the SCP installation or if you cannot see SharePoint Column Protector in the list s Settings menu even though the SCP feature is activated please make sure that o User that runs SCP installer is both Farm and Domain Administrator o Application pool account and Farm service account both have sufficient permissions to SharePoint farm and to database procedures respectively e Detailed information about errors connected with SCP can be found in SharePoint logs under Feature infrastructure area For more troubleshooting help and tips please contact our support team by mailing us support datapolis com page 33 of 34 es datapouis 4 Try Workbox If static column permissions for list columns are not enough for you please try Workbox it is a graphical Workflow designer which integrates with SharePoint and one of its features is managing column permissions depending on workflow state Please visit our web site to learn more about workbox You can also visit our demonstration web site to see workbox guided tour Workbox is an advanced platform designed for creating and managing business processes It is a practical tool for defining simple documents flow such as flow of invoices absences sick leaves business trips as well as modeling complex business processes based on company s IT systems Thanks to implementation of state workflow mo
15. ce Access limitations e Microsoft Access does not support read only setting for attachments If by using SCP you set attachments on a list to be read only by granting only the Allow display permission in Microsoft Access he she still will be able to add and remove attachments Such modifications to attachments will be however cancelled on a different level even though Access still shows differently e lf a user has his hers permission to edit a column revoked while he she is working in Access the user is question will still be able to make changes in the column but those changes will be cancelled on a different level page 23 of 34 es datapouis 2 2 Enabling SCP 2007 for Content Type 1 On a page containing a list with a full toolbar click Settings in the list toolbar and then choose SharePoint Column Protector pam Site gt Invoices Create Column Payment Ty M Add a column bo store addtional ear Ltr information about each tem Transfer 54 T NR I24345 Create tiew ransfer MR 124579 Create a view bo select columns l filters and other display settings HA 124657 List Sebhings NAGS 4389 H Manage settings such a5 marmissions NE L455 Columns views and policy Column Protector 2007 Manage permissions For list columns Create advanced workHows with the graphical designer Note If you don t see SCP settings in the list s Settings menu please check if the feature is activated If t
16. data O LI S Datapolis com Itd ul Wiktorska 63 02 2587 Warsaw Poland p tel 48 022 398 37 45 fax 48 022 398 37 93 office datapolis com USER GUIDE SharePoint Column Protector 2007 v 1 0 5 51 This guide was updated on 14 Dec 10 SharePoint Column Protector 2007 v 1 0 5 5 L ericsniereriocrirriieini i E 1 Thank you for using SharePoint Column Protector 2007 esssessssesessessrerssrrresrreresrrressrereserresrreresreresse 2 1 ONO PA E A A E E E east AA E A A E E E EE E E 3 1 1 SP T aO a E E E ce E EAE AEE sae E OE EE 3 1 2 CON IE e a E E T E E E E E E 13 1 3 FUN CLI O rea E T EEEE A E N E T EOE 18 1 4 Repairing removing SCP 2007 wicsisccaiccceicsrantacowsandeiavdcasnanabccdasdnraetavansaudeevesnesuanvbcednidunrerevensands 20 2 FNM INS orr E A E dees A N 21 ot LIV Gel UO 5 e E N ces dean iesvasietnusea seas A EE niente 22 2 2 Enabling SCP 2007 for Content TY DG sccscssisccussacaccssrescatonavecussaduhossuavecassescsdcotanandsuaeacvaeasaccegaetes 24 2 3 Saving Restoring SCP configuration ccccccccccceeeeeeeeeeeeeeeeecececccceeeeeeeeueeeeesseeeeeeeseeseeeeeeeeaaas 27 2 4 Configuring permissions for ColUMNS essssssseesssreresrreresrrresrreresrrressrereserressrereserrrssrereserrrssee 28 ZAM Adminstration pige essnee naceeseeice feaantcaaeann sateen sseste 28 2 4 2 Using administration page acs cccicevdsucecdvivasueondandocsvicetiuasasudoedvieateerseacdeeuricateaavecudeadweeeseersoeades 29 243 Listpermission INMEMTANGCE e
17. de your license there will be an upgrade option 4 Generate Product Key for your installation of SCP 2007 on given farm a Click on the Get Product Key button SharePoint Column Protector 27007 Wersion 1 0 4 50 Licensing information License Td Activate oense automati aly Trial be ft 30 days b You will receive a file to download Download it and save on your disk in convenient localization Note If you do not receive the file check whether it was not blocked by your browser page 15 of 34 es datapouis 5 Generate license key a Go to https partner datapolis com en customer pages myproducts aspx page on a computer with internet access Expand SharePoint Column Protector 2007 product section and upload your product key in the licenses section Note When uploading product key please add some meaning full description so you will be able to localize your license later SCP 2007 SharePoint SharePoint Column Protector 2007 O column protector 2007 With SharePoint Column Protector 2007 you can quickly and easily define which fist item s fields are daTapouis D gt displayable or editable for which users By default MOSS2007 WSS 3 0 allows you to manage permissions at the level of list element SharePoint Column Protector 2007 goes deeper than that and allows you to protect pour data on per column basis Permissions for columns are defined for each content type for any SharePoint list or document library Permissio
18. del processes may be modeled in extremely easy and legible way Designed for managers and analysts responsible for processes management within the company Workbox has been created as a simple tool easy to understand by the non technical staff No need of programming The implementation of processes does not require coding The whole process may be created in the dedicated graphical designer and automatically deployed on the SharePoint environment Graphical Designer Workbox has a web based graphical designer Created processes are presented in a legible and vivid way The Designer is very easy to understand and to use See more at our demo site Integration with SharePoint Great advantage of Workbox is its deep integration with the SharePoint platform Workbox was created as a SharePoint add in It does not have its own database and workflow engine Workbox uses SharePoint lists and libraries as a data repository and Windows Workflow Foundation as a workflow engine Workbox works on MOSS 2007 as well as on WSS 3 0 environment Flexibility Workbox has the ability to extend its functionality As it has an open architecture other companies may program additional functionalities for example data connectors for ERP or CRM systems and implement them in the Workbox environment enabling users to use it from workflow designer level page 34 of 34
19. except those permitted by the Administration Mode setting will be able to view nor edit the list s columns b Disable SCP for all Content Types on the list Clear or Reset permissions Reset all column permissions option will override all current column permissions in F 1 cal E all content types with default list permissions ex Team site Visitors Team Site Owners 4 Reset all column permissions Clear all column permissions option will delete all current column permissions in all content types users except those that are ignored won t be able to edit or see Clear all column permissions columns 3 Use this option if you have problems with opening permissions management page Note You can use this option if you receive an error e g timeout while opening the Settings for content type page for the first time and you are working with AD users groups page 26 of 34 es datapouis 2 3 Saving Restoring SCP configuration To save the SCP configuration including columns permissions settings for all Content Types Administration Mode setting and whether SCP is enabled or disabled for current list click the Save current SCP configuration link in the Save or Load SCP configuration section It will save SCP configuration on your disk as a XML document This way you will be able to quickly restore all saved setting at any moment Save or Load SCP configuration Click Save current SCP conf
20. g installation any errors occur please try to run the installer once again If the next time you get same error please refer to troubleshooting section of this guide page 11 of 34 es datapouis 16 Please check the details to see if solution was properly installed and feature was activated on all cenlartad Aan annlinatinnc and cita rallactiannc ClicLl ClAca tn finich CA up Datapolis SharePoint Column Protector 7007 SharePoint datapous column protector 2007 daTtapoLl s Installation Successfully Completed Details LICENSE MANAGEMENT SOLUTION UPGRADE WOREKBOSDEVELOPE The solution was successtully deployed SOLUTION DEPLOYMENT WORKBOSDEVELOPE http workboxdevelope The solution was successtully deployed FEATURE ACTIVATION 7 Http work bordeyvelope 49eberf8 555e 48a8 a431 d3190785f26 Http work bordeyvelopesites chmielewska 49ebe18 555e 48a0 a431 ds1 SOF e561 Http work bordevelopesites pbhujak 49ebert8 550e 48a8 a431 d3190785f261 Http work bordevelope sites pkotkowski 49ebe fe 555e 48ag a431 d3190785f26 Http work bordevelopesites pmazurkiewice gt 49ebertS b56e 48a8 a431 d3190785f261 Http work bordevelopesites porlik 49ebertS b55e 48a8 a43 1 d3190785f261 Http work bosdevelopestes pwrobel 49ebe7f8 550e 49a8 a43 da1 9078526 http 4workboxdevelope sites tkosek 49ebe7fg 555e 48a8 a431 d3190785 261 http workbordeyvelopessites tzadura 49eberto
21. he feature is activate but you still can t see the link please refer to Troubleshooting section of this guide 2 On main SharePoint Column Protector page you can choose which Content Types use SCP to manage column permissions gt Sharepoint Column Protecto Use this page to disable or enable Column Protector For content types Manage Column Permissions Turn SCP feature on or off for all content types Content Types Change status To enable disable Column Protector For all content types click accordingly Enable all or All Enable all Disable all links above content type list next to All content types Manage SCP permissions for each content type Disable all Please choose which content types should use Column Protector Me a a na e If you want to restrict access to any column of a content type items please enable Column Content Types Status Change status Edit permissions Protector for this content type by clicking Enable next to chosen content type Task OFF Enable i section Glange sftatuer To disable Column Protector For content type click Disable link next to the content type Folder On Disable section Change status workflow Task On Disable To manage column permissions For chosen content type click Edit icon next to this content type section Coif pennin Notice Column Protector must be enabled For given content type to manage permissions More information about SCP configu
22. he license management page 2 Once you have purchased the license and it is available for you on My Products page go to license management page on your server SharePoint 3 0 Central Administration gt Operations gt License management for Datapolis products Note SCP 2007 is licensed per server in your SharePoint farm You cannot transfer your license from one server farm to another once you have generated License Key based on Product Key for given farm a Gotocentral administration page of the server farm Routing and Remote Access aan Ser P r LF SSE Administrator d gt SharePoint 3 0 Central Administration a 5 fo Sharer gdu and Te ologies Configuration Wizard J Manage Tour Server Ky Windows Explorer E Terminal Server Licensing 5 eal Terminal Services Configuration ir Terminal Services Manager VE Administrative Tools Web Interface for Remote Administration e Connect To Ea Printers and Faxes Notepad SQL Server Configuration Manager an Services a SharePoint 3 0 Central Administration Visual Studio 2008 x64 Cross Tools Command Prompt Microsoft Visual Studio 2008 All Programs 9 Help and Support a Search I Bun PA o OFF E shut Down Gtr G AA 3 aaae Enso page 13 of 34 es datapouis b Goto Operations section by clicking on Operations tab on top menu Home Central Administration Windows Internet bitte jichwb 47161 fdeFault aspx File Edit
23. iguration link if you want to save whole current SCP l configuration For this list on a disk Save current SCP configuration Click Load SCP configuration link iF you want to restore For this list previously saved SCP configuration A Load SCP settings If you want to restore SCP configuration for current list click Load SCP settings select a SCP configuration file and click OK Settings will be restored only for Content Types that existed on the list when the configuration was saved Saye or Load SCP configuration Click Save current SCP configuration link if you want to save whole current SCP l configuration For this list on a disk Save current SCP configuration Click Load SCP configuration link iF you want to restore For this list previously saved SCF configuration 4 Load SCP settings Note e Remember that SCP configuration is not transferable between two lists e Ifyou encounter any problems when saving SCP configuration i e nothing happens when you click in Save link please refer to the Troubleshot section of this guide page 27 of 34 es datapouis 2 4 Configuring permissions for columns 2 4 1 Administration page Settings for content type page consists of following items e Column name column green section contains names of columns for chosen content type e Allow edit and display permissions column blue section here you input users that should have acce
24. mn Columns including attachments where user has only Allow display permission are read only on Edit Item form and are invisible on Add new Item form e Allow edit and display permission allows specified users to view data in a defined list column on Display Item form and list views as well as to add and change data on Add New Item and Edit Item forms e f user has neither of these two permissions then he she is not allowed to view the column on both item forms and list views e f user has both Allow display and Allow edit and display permissions to the same column then the user effectively has Allow edit and display permission to this column Permissions are effective for e SharePoint item forms New Edit Display e SharePoint list views e SharePoint alerts newly created as well as those existing before the product installation e SharePoint list item attachments e Data exported from SharePoint to Microsoft Office Excel and Microsoft Office Access e Microsoft Office Access with SharePoint communication and synchronization e SharePoint lists Web Services This means that SharePoint Column Protector 2007 fully secures and gives you a greater degree of control over your list stored data More information about configuring SharePoint Column Protector you can find on the product Web site http www datapolis com en Products SharePointColumnProtector aspx page 21 of 34
25. ns are effective for item forms and list views as well as for SharePoint alerts attachments Excel and Acoess exported data and even for SharePoint Web Service In other words SharePoint Column Protector 2007 fully secures and gives you a greater degree of contro over your fist stored data For Microsoft Office SharePoint Server 2007 and WSS 3 0 Licenses sE License cS Server license id 654 2 Server License for SharePoint Column Protector 2007 It is required to have license for each web fron end server in your SharePoint farm License for 1 Front End Web Servers Number of available license keys 1 Number of used license keys 1 One license per one server that is for every front end web server at which MOSS 2007 is installed or WSS 3 0 service is running in the SharePoint farm on which SCP 2007 is to be installed Server is a physical hardware system available to run server software Add new product key Below you can upload your product key To get a valid license key you must generate product key and upload it here according to user the guide Browse b When product key is in place you can download your license key Save it in a convenient place so you can locate it easily you will have to upload it on you SharePoint Central Administration Licenses License A Server license fas BEA Server License for SharePoint Column Protector 2007 Itis required to have license for each web fron end ser
26. ntials are successfully verified you will have to choose license which should be used to activate you copy of SCP 2007 Please choose appropriate license and click activate ee b bn F m lucts gt Activate Dakapa Below you can register or update license for Datapolis product Product SharePoint Column Protector l Choose name For the license activation Choose license which vou wank to activate this name will help you Find this license Server License License Id 256 later on the list of all your license which s is available on Datapolis customer site i My Products section SERVERO Arae d After this procedure your copy of SharePoint Column Protector has a valid license Central ave management for Datapolis products gt Activate Datapolis Product Below you can register or update license For Datapolis product Product SharePoint Column Protector License was succesfully activated 60 back bo license management SharePoint Column Protector 7007 Licensing information License status Valid License Ke License Id 499 License type License For Web Front End Server Note If the automatic license activation was successful you can skip point 4 5 and 6 of this instruction Note If you have upgraded your license you have extended your server farm so you have purchased additional server then you can also use Activate License Automatically to upgra
27. or the list Administration Mode setting has no impact on this logic Note Administration Mode is set per list Changes made on one list will not affect Administration Mode setting on another list 9 If you want to reset SCP settings for a list click Reset all column permissions link in the Clear or Reset permissions section This operation will cause that a Each column of each Content Type used by the list will inherit its permissions from the list meaning that only users and groups added to the list s permissions will be able to view and edit the list s columns b SCP for all Content Types on the list will be disabled Clear or Reset permissions Reset all column permissions option will override all current column permissions in E SE all content types with default list permissions ex Team site Visitors Team Site Owners Reset all column permission Clear all column permissions option will delete all current column permissions in all content types users except those that are ignored won t be able to edit or see X Clear all column permissions columms 3 Use this option if you have problems with opening permissions management page 10 If you want to remove SCP settings from a list click the Clear all column permissions link in the Clear or Reset permissions section This operation will a Delete SCP settings for each column of each Content Type on the list meaning that no user
28. otector please unzip provided compressed folder SharePointColumnProtector2007 zip to a chosen location on any front end server of the SharePoint farm where you want to deploy SCP 2007 Setup configures SCP 2007 on all front end servers in the farm so there is no need to run the setup on all servers Note You need to have administration rights to the server and the portal to install SCP 2007 1 Open unzipped folder 2 Double click setup exe file to start the extractor B C Documents and Settings Administrator Desktop SharePointColumnProtector Mel E4 File Edit View Favorites Tools Help back F H Search 5 Folders oy st De MD El Address E C Documents and Settings 4drministrator Desktop SharePaintColurnnProtector20 Go Meme Site Type Date Modified 2636KB Application 2010 12 10 15 20 SEB Text Document 2010 12 10 15 19 Ea 4 SCP 2007 instrukcja u ytko 1770KB PDF File 2010 12 10 15 19 SCP 2007 User Guide pdt 1674EKB PDF File 2010 12 10 15 19 3 When extractor is started click Next SCP 27007 setup files extractor IOJ x Welcome to the SharePoint Column Protector 2007 setup package extractor This will extract SCP 2007 1 0 4 50 setup files to your computer Click Next to continue or Cancel to exit extraction page 3 of 34 es datapouis 4 Then select place where SCP 2007 installation files should be extracted to fy SCP 2007 setup files extractor Select De
29. pe License For Web Front End Server If provided license key is invalid for example product key used to generate license key was generated from another server farm or trial has expired license status will change to Not valid License Key and product status will change to not valid Note SCP is not protecting columns if product status is Not valid es datapouis 1 3 Feature activation SharePoint Column Protector 2007 feature is active after the setup and you can use it right away Note If you reinstall SCP using Repair option in the setup wizard the all feature states will be maintained activated features will be active deactivated will be inactive lf feature was deactivated or the setup was unable to activate the feature you need to activate SCP 2007 feature before you can use it If you don t see link to SCP 2007 administration on SharePoint list settings menu then probably you need to activate it for the site collection that hosts this list Note To activate feature you need Manage Web Site permissions on site collection To activate the feature 1 Go to site collection administration page If you are on site collection top site choose Site settings from Site actions menu on the top right side Welcome JCHWB administrator Site Actions Create Add a new library list or web page to this website Edit Page Add remove or update Web Parts on this page
30. ration you can Find in user guide SCP 2007 User Guide pdf Administration mode You can define the level on which SCP settings are ignored All users that have permissions Manage Lists permission level equal or grather then selected will be able to see edit all column on this list When the Manage Lists permission level value is selected then SCP settings are Site Collection Administrators Apply ignored For every user who contains Manage Lists privileges For the given list E When the Site Collection Administrators option is chosen then SCP settings are E None omitted For the site collection administrators Ifthe None is selected SCP settings are applied For every user Clear or Reset permissions Reset all column permissions option will override all current column permissions in all content types with default list permissions ex Team site visitors Team Site Owners H Reset all column Sev Meee Clear all column permissions option will delete all current column permissions in all content types i users except those that are ignored won t be able to edit or see x Clear all column permissions columns 3 Use this option if you have problems with opening permissions management page Save or Load SCP configuration Click Save current SCP configuration link if you want to save whole current SCF configuration For this list on a disk lal Save current SCP configuration Click Load SC
31. sions to all authenticated users It is a very comfortable way to manage permissions if you want to allow everyone to view or view and edit a column without worrying about synchronizing permissions with SharePoint list or site To assign permissions to all authenticated users click Add all authenticated users icon Team site Owners Team Site Member 4 You can copy list users to the Set permissions for all columns header by clicking Copy users from list button Users and groups that have permissions to this list will be copied to the text box You can then copy permissions to all columns or manually copy users to chosen columns Team Site Owners Team Site Member 5 If you want to setup the same permissions to all columns please use the Set permissions for all columns header Simply input users into the textbox in the header and click Copy permissions to all columns link Permissions from the textbox will replace entries in textboxes for all columns Team Site Owners T ite Mem Site Men Note All entries in the column textboxes will be deleted and replaced with values from the header textbox Note Entries in header textboxes do not override entries in the column textboxes Header textboxes are used only to copy permissions into the textboxes in columns and do not affect directly permission settings 6 When you are finished please click OK button Note When you click
32. ss to edit and display chosen column e Allow display permissions column red section here you input users that should have access to display chosen column e Set permissions for all columns header yellow section here you can input users that will be copied to all columns of the content type SCP Settings for Document Shared Documents Use this page to set permesos for each column of thes content tpa D Set permisons Allg edt and dispa for al columns To manage permissions for column please input user group into the textbox next to column name If you want to allow user group to edit and view the column input them into the textbox in first column If you want to allow user group to view the column input them into the textbox in second column If you want to restrict access to the column simply make sure that the user group is not in any of two textboxes page 28 of 34 es datapouis 2 4 2 Using administration page Inputting users to textboxes is simple and identical as in standard SharePoint permission management You can either type user name or login into the textbox or choose a user from the directory 1 To type user name and login a Type full user name or login or type part of the name or login Separate each user by a semicolon b Click name check button below the textbox C Team Site Owners Team Site Visitors Team Site Members d If user is not recogni
33. ssesi S 32 2 5 BOSE OAC CCS ore tel oaenichdncnaiousiearie tneechonineieamoiaeint 33 i PODE MOONE eer ce eee ene ern ae ee een eee ner Ore ee eee eee ee eee en cee 33 DB OO ate series cate E S A aes 34 es datapouis T N SharePoint Column Protector was originally a part of a larger m m SharePoint Solution Workbox designed for managing business processes 3 L workbox and document flows on SharePoint We encourage you to learn more about Workbox Product Home Page Workbox Interactive tutorial Tutorial Free 30 day trial Download Thank you for using SharePoint Column Protector 2007 We hope that you will find our product useful If you have any comments or questions please contact us by channels mentioned in troubleshooting sections We will gladly help you with any issues you may encounter Please take time to read the following user guide which will help you to use all features of our product This user guide is divided into 3 sections e Setup information how to install SCP 2007 buy license and activate it and activate SCP 2007 feature on the portal farm e Configuring describes the concept of SCP 2007 administration pages and explains how to assign permissions to columns Also contains list of limitations of SCP 2007 e Troubleshooting information what to do in case something goes wrong page 2 of 34 es datapouis 1 Setup 1 1 SCP 2007 Installation To install SharePoint Column Pr
34. ster pages a Site content types a Site columns a Regional settings a Site libraries and lists a Site usage report a Site collection features a Top link bar a User alerts a Portal site connection m Quick Launch a Save site as template a Reset to site definition a Site templates a List templates a RSS a Web Parts a Search visibility a Workflows a Sites and workspaces a Site features a Delete this site 4 See if status of SharePoint Column Protector is Active z Mame SharePoint Column Protector 7007 Allows management of permissions For list columns SmartTools Charts i 0 BETA Adds the SmartTools Charts web parts to the site collection 5 If feature is not active click Activate button to activate the SCP 2007 feature Mame Status SharePoint Column Protector 7007 Allows management of permissions For list columns SmartTools Charts 1 0 BETA2 Adds the SmartTools Charts web parts to the site collection page 19 of 34 es datapouis 1 4 Repairing removing SCP 2007 If by any reason deleted files version upgrade or malfunction you want to repair SharePoint Column Protector 2007 installation run Setup application as described in SCP 2007 Installation chapter above 1 After all configuration checks are passed screen in point 5 in installation chapter you will come to Repair or Remove screen Datapolis SharePoint Column Protector 7007 Om ELEL l fs datapo
35. stination Location Where should SharePoint Column Protector 2007 installation files be extracted ol Extractor will place SharePoint Column Protector 2007 setup files into the following tolder To continue click Mesh F you would like to select a different folder click Browse C Program Files D atapolis SCP 2007 Setup Browse At least 4 9 MB of free disk space is required lt Back C Next gt D Cancel By default it is C Program Files Datapolis SCP 2007 Setup Click Next to confirm selected location and then again Next to extract files When files are extracted following screen appears 5 To start SharePoint Column installer make sure that checkbox Launch SCP 2007 Installer is checked and click Finish or just click Finish to close extractor fo SCP 2007 setup files extractor Jel Completing the SharePoint Column Protector 2007 setup files extraction Extractor has finished copying SharePoint Column Protector 2007F setup files to your computer Click Finish to exit Extractor Tries gt page 4 of 34 es datapouis 6 If you want to start SCP 2007 installer manually go to the location where file were extracted to By default it is C Program Files Datapolis SCP 2007 Setup and double click setup exe file to start the setup wizard B C Program Files Datapolis SCP 2007 Setup File Edit wiew Favorites Tools Help Q bak F gt Se
36. umn protector 2007 CaTapoais System Check Checking it Datapolis SharePoint Column Protector 2007 can be installed or removed Windows SharePoint Service 3 0 ts mstalled You have permission to install reamove SharePoint solutions The Windows SharePoint Services Administration service is NOT started The Windows SharePoint Services Timer service is started Solution file four License management solution file found License management solution is installed 00000000 Datapolis SharePoint Column Protector 2007 ts already installed Error Please corect the above errors before installing Datapolis SharePoint Column Protector 2007 Previous Hert die Datapolis com 008 2010 For help with installation errors please refer to troubleshooting section of this guide 11 If SCP 2007 is already installed you will be taken to repair remove screen Please see Repair remove section of this user guide page 7 of 34 es datapouis 12 You need to accept the End User License Agreement EULA to use SCP 2007 and continue the setup Please read the EULA and if you accept it check the checkbox under agreement text and click Next Datapolis SharePoint Column Protector 7007 SharePoint ES dateapous column protector 7007 datapoLl s End User License Agreement Flease read the following license agreement carefully PLEASE READ THIS END USER LICENSE AGREEMENT EULA CAREFULLY BY INSTAL
37. us column protector 2007 datapol s Repair or Remove Flease select the operation you wish to pertorm Datapolis SharePoint Column Protector 2007 is already installed What would you like to do Repair Retracts the solution from all web applications and deploys it once again C Remove Retracts the solution from all web applications and deletes it trom the SharePoint solution store Please click the Nest button to start the selected operation Henst Abort Datapolis com 2008 2010 2 To repair SCP 2007 installation chose Repair and click Next SCP will be uninstalled and reinstalled No configuration data will be lost Note SCP 2007 feature will be deactivated You will have to activate it manually for each site collection see Feature activation chapter for details 3 To remove SCP 2007 from your farm choose Remove and click Next SCP will be removed from your SharePoint farm You can install it again later Note SCP configuration files for each list will not be removed To remove the files you have to delete the XML file from every list catalog manually page 20 of 34 es datapouis 2 Configuring SharePoint Column Protector is configured for each list or document library separately SCP provides two types of permissions Allow display and Allow edit and display e Allow display permission allows specified users to view data in a defined list colu
38. ver in your SharePoint farm License for 1 Front End Web Servers Number of available license keys 1 Number of used license keys 1 One license per one server that is for every front end web server at which MOSS 2007 is installed or WSS 3 0 service is running fin the SharePoint farm on which SCP 2007 is to be installed Server is a physical hardware system available to run server software License keys Description Issue Date 1 test scp 2007 vit 243 lic_sery 1z2710rz2010 get license key Before downloading the license please make sure you have installed latest version of SharePoint Column Protector 2007 License will work only with latest wersion of SharePoint Column Protector 2007 page 16 of 34 es datapouis 6 Activate product with license key a page 17 of 34 Return to License Management page and click Set License Key button Browse for the license key file and click Upload license link version 1 0 4 50 Status Get Product Key Upload License Key for SharePoint Column Protector 7007 Browse CL Wocuments and Settine Please select SharePointColuranProtector2007 LE dpsec Ale and cancel upload license Activate license automaticaly If provided license key is valid for this product license status will change to Valid License Key SharePoint Column Protector 7007 Licensing information License status Valid License Key 499 License Id License ty
39. wb sites TeamSitePL Second Team Site http ichwb sites w1 w1 Please click the Next button to start the installahon process Lstapols com 2008 2010 Note If Datapolis Workox was previously installed on your farm SCP installer should mark web applications on which product is deployed and some Workbox workflows may running Web Applications Site Collections Below are marked the web applications on which Datapolis Workbox is deployed and may be activated on some webs If you leave them marked all permission settings will be preserved Otherwise field permission settings will be reset and WorkBox can work unstable 0 http work bosdevelope 24943 Central Administration 7 site collection E p http A iworkboxdevelope SharePoint 80 10 site collections To preserved all permission settings for Worbox worklows on list items forms display and edit please leave those web application marked page 10 of 34 es datapouis 15 Please wait for the setup to deploy the solution Depending on your farm configuration it can take from 30 seconds up to 15 minutes Click Next to continue Datapolis SharePoint Column Protector 7007 SharePoint Esjdetapous column protector 2007 datapoLl s Installing Flease wat while Datapolis SharePoint Column Protector 2007 is installed All operations successtully completed Previous C Nex D Close Datapolis com 2008 2010 Note If durin
40. zed by SharePoint it will be underlined with red line and text will change to italic e Click on the not recognized user A popup menu will appear with suggested best matches You can choose from one of the matches remove the entry or look it up in the directory More Names 2 Tochoose a user from directory a Click the address book icon below the textbox Team Site Owners Team Site Members page 29 of 34 es datapouis b A popup window will appear Type part of the name or login of the user you want to add and click Search icon qp Search for people and groups from the directory service Type a name to find select the name or names in the list and then dick Add Display Name Title Department E Mail Account Name Type into the search box above then press Enter to start your search c In the results window choose the user you want to add by double clicking it or by clicking and pressing Add button You can select multiple users and repeat search and selection multiple times When you are finished click OK button ee Search for people and groups from the directory service Type a name to find select the name or names in the list and then dick Add Account Name Team Site Members Team Site Owners Team Site Visitors je ag E T E T E T E T E T E T E T E T E T E T E T E T E F FE a page 30 of 34 es datapouis 3 You can assign permis
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