User guide - Datapolis
Contents
1. es datapouis 2 5 Repairing removing SCP If by any reason deleted files version upgrade or malfunction you want to repair SharePoint Column Protector 2010 installation run Setup application as described in SCP 2010 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 2010 i wi ES datapous SharePoint column protector 2010 OaTapous Repair or Remove Please select the operation you wish to perform Datapolis SharePoint Column Protector 2010 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 from the SharePoint solution store Please click the Next button to start the selected operation yos toe Datapolis com 2008 2010 2 To repair SCP 2010 installation chose Repair and click Next SCP 2010 will be uninstalled and reinstalled No configuration data will be lost Note SCP 2010 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 2010 from your farm choose Remove and click Next SCP 2010 will be removed from your SharePoint2. describes the concept of SCP 2010 administration pages and explains how to assign permissions to columns Also contains list of limitations of SCP 2010 e Troubleshooting information what to do in case something goes wrong Users migrating from MOSS 2007 WSS 3 0 to SharePoint Server 2010 SharePoint Foundation 2010 should read chapter 2 1 Migrating from MOSS 2007 page 2 of 35 es datapouis 1 Installation requirements 1 1 Server e Windows 2008 Windows 2008 R2 e SharePoint Foundation 2010 SharePoint Server 2010 e NET Framework 3 5 2 Setup 2 1 Migrating From MOSS 2007 Migration from MOSS 2007 to SharePoint Server 2010 or WSS 3 0 to SharePoint Foundation 2010 can be performed in either of two ways In place and Database attach More information about the process can be found on Microsoft pages e http www microsoft com downloads en details aspx FamilylD fd2172e1 f9a7 45ce ae5c 26714fd751f5 e http technet microsoft com pl pl library cc287900 en us aspx SharePoint Column Protector can be migrated using both methods there is however a number of issues which require special attention when choosing the migration method 2 1 1 Remarks for migrating SharePoint with SharePoint Column Protector Migration Stage In Place Migration Database Attach Migration Preparing for Migration 1 Uninstalling SharePoint 1 Before pertorming migration SharePoint Column Protector from Column Prote
3. page 23 of 35 es datapouis 3 2 Enabling SCP 2010 for content type 1 Ona page containing list with full toolbar click List tab on the ribbon ite Actions B2 Items List Team Site Tasks All Tasks Use the Tasks list to keep track of work that you q Home subsite 1 Libraries gg Type Title Site Pages There are no items to show in this viet Shared Documents WF Add new item 2 Thenin the Settings group find button SharePoint Column Protector Settings and click it Site Actions e M Modify View Current View San f N Si Sync to SharePoint Workspace V EY ES 1G e 5 i M Create Column All Tasks Connect to Outlook Al Datasheet New Create E maila Alert RSS Customize List h SharePoint Column Protector View Row A View Navigate Up Current Page Link Mey Feed FA Export to Excel m Form 5l Setting Settings View Format Datasheet Manage Views Share amp Track Connect amp Export Customize List Libraries E OQ Type Title Assigned To Status Priority Due Date Complete Predecessors Related Content Outcome Site Pages There are no items to show in this view of the Tasks list To add a new item dick New Shared Documents Add new item projekty Or click List Settings button and on the List Settings page click SharePoint Column Protector 2010 link inthe Permissions and Management section Fal Team Site Tasks gt L
4. Licensing ClientLi Application extension 70 KB Pee Release Notes txt Text Document 1KB T TH SCP 2010 User Guide pdf Adobe Acrobat Doc 1 675 KB 3 Documents Application 388 KB a Music CONFIG File 3KB Pictures _ unins000 dat DAT File 4KE EE videos unins000 exe Application 801KB Ep Computer oA al Pick fst id a 2 8 items 4 On the welcome screen click Next Datapolis SharePoint Column Protector 2010 SharePoint Es datapouis column protector 2010 datapolrs Welcome Welcome to the Datapolis SharePoint Column Protector 2010 setup wizard This setup wizard will install or remove Datapolis SharePoint Column Protector 2010 to your SharePoint 2010 tam ee Previous KC Nee D Datapolis com 2008 2010 5 During this step SCP 2010 will diagnose and check all required configurations Please wait until all checks are processed all yellow icons should change to green page 5 of 35 es datapouis Datapolis SharePoint Column Protector 2010 SharePoint GJ detapous column protector 2010 OsaTepous system Check Checking if Datapolis SharePoint Column Protector 2010 can be installed or removed from SharePoint Foundation 2010 is installed Dio you have permission to install and deploy SharePoint solutions ls the SharePoint Foundation 2010 Services Administration service started the SharePoint Foundation 2010 Services Timer service started 2s the solution
5. Manage Shared Schedules Reporting Services Site Settings es datapouis 4 See if status of SharePoint Column Protector is Active A fal Site Collection Administration Features Q Z ILikelt Tags Note Home subsite 1 T oo Name Status Site Pages OER SharePoint 2007 Workflows r umen P i Aggregated set of out of box workflow features provided by SharePoint 2007 projekty SharePoint Column Protector 2010 TTR Allows management of permissions for list columns Calendar SharePoint Server Enterprise Site Collection features Tasks Features such as InfoPath Forms Services Visio Services Access Services and Excel Services Application included in the SharePoint Deactivate Server Enterprise License 5 Iffeature is not active click Activate button to activate the SCP 2010 feature fa Site Collection Administration Features Z ay ILikelt Tags amp Notes Home subsite 1 T AEA Name Status ee Sh Point 2007 Workfl arePoin orkflows Shared Documents o a Aggregated set of out of box workflow features provided by SharePoint 2007 projekty SharePoint Column Protector 2010 lists Allows management of permissions for list columns Calendar SharePoint Server Enterprise Site Collection features Tasks Features such as InfoPath Forms Services Visio Services Access Services and Excel Services Application included in the SharePoint Deactivate Server Enterprise License page 19 of 35
6. Lists permission level When the Manage Lists permission level value is selected then SCP settings are ignored for every Site Collection Administrators user who contains Manage Lei privileges for the given list When the Sf Colection Adminsiratars option is chosen then SCP settings are omitted for the site collection administrators If the Moneis selected SCP settings are applied for every user f None Note To manage SharePoint Column Protector 2010 settings user must at least have Manage Lists permission level for the list and setting SCP 2010 settings levels to None page 27 of 35 es datapouis or Site Collection Administrator has no impact on this users with Manage Lists permission level for this list can still modify SCP 2010 settings Note Ignore SCP 2010 settings level is set per list Setting one option on one list will not change setting this option on different list 10 If you want to reset SCP 2010 settings for this list click Reset permissions button this will delete settings for each column for each content type on this list and disable SCP 2010 for all content types on this list SharePoint Column Protector 2010 Please choose which content types should use Column Protector Enable all If you want to restrict access to any column of a content type items please enable Column Disable all Protector for this content type by clicking Enable link next to chosen content type To disable Col
7. chosen then SCP settings are omitted for the site collection administrators None If the Maneis selected SCP settings are applied for every user 7 To manage column permissions for chosen content type click Edit icon next to this content type Notice Column Protector 2010 must be enabled for given content type to manage permissions SharePoint Column Protector 2010 Please choose which content types should use Column Protector Enable all If you want to restrict access to any column of a content type items please enable Column ee Protector for this content type by clicking Enable link next to chosen content type To disable Column Protector for content type dick Disable link next to the content type Content Types status To enable disable Column Protector for all content types dick accordingly Enable all or Disable ii all links above content type list Task On Disable To manage column permissions for chosen content type dick Edit icon next to this content type Notice Column Protector must be enabled for given content type to manage permissions Aisam il aan summary Task of Enable Workflow Task Off Enable page 26 of 35 es datapouis 8 You can disable SCP 2010 for content type by clicking Disable link next to the content type To disable SCP 2010 for all content types on this list click Disable all link Disabling SCP 2010 will not reset settings if you enable
8. farm You can install it again later Note SCP 2010 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 35 es datapouis 3 Configuring SharePoint Column Protector 2010 is configured for each list or document library separately SCP 2010 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 column 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 attachme
9. file exist es the License management solution file exist 5 license management solution installed Detecting Datapolis SharePoint Column Protector 2010 Previous Hert Abort Datapolis com 2008 2010 6 If all requirements are met click Next to proceed Datapolis SharePoint Column Protector 2010 SharePoint a column protector 2010 OsaTeapous system Check Checking if Datapolis SharePoint Column Protector 2010 can be installed or removed from SharePoint Foundation 2010 is installed You have permission to install and deploy SharePoint solutions The SharePoint Foundation 2010 Services Administration service is started The SharePoint Foundation 2010 Services Timer service is started Solution file found License management solution file found License management solution is installed Datapolis SharePoint Column Protector 2010 is already installed 900000000 All checks succeeded Please click Next to proceed with the installation Previous K ne D abot Datapolis com 2008 2010 7 If you see any errors you need to correct them After correcting errors please close the wizard and run setup again For help with installation errors please refer to troubleshooting section of this guide page 6 of 35 es datapouis Datapolis SharePoint Column Protector 2010 SharePoint G3 derapous column protector 2010 daTepous system Check Checking if Datapolis SharePoint Column Protector 2010 can
10. product Below you can register or update license for Datapolis product Product SharePoint Column Protector 2010 Choose name for the license activation this name will help you find thisJi later on the list of all your licen js available on Datapolis customer site in My Products section MOSS2010JL Choose license which you want to activate i Server License License Id 606 page 13 of 35 es datapouis d After this procedure your copy of SharePoint Column Protector has a valid license Central Administration Activate Datapolis product Below you can register or update license for Datapolis product Product SharePoint Column Protector 2010 License was succesfully activated Go back to license management SharePoint Column Protector 2010 Licensing information License status License Id License type License for Web Front End Server 1 Max number of servers Note If the automatic license activation was successful youcan 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 upgrade your license there will be an upgrade option 4 Generate Product Key for your installation of SCP 2010 on given farm a Click on the Get Product Key button SharePoin
11. 010 page 9 of 35 es datapouis 12 Please check the details to see if solution was properly installed and feature was activated on all selected web applications and site collections Click Close to finish setup Datapolis SharePoint Column Protector 2010 SharePoint datapous column protector 2010 OaTapous Installation Successfully Completed LICENSE MANAGEMENT SOLUTION DEPLOYMENT MOSS2010 The solution was successfully deployed e SOLUTION DEPLOYMENT 7 MOSS2010 http moss2010 The solution was successfully deployed MOSS2010 http moss2010 5442 The solution was successfully deployed vs FEATURE ACTIVATION http moss2010 4 ebe 79 555e 19480 8431 d31907 85261 hitp moss2010 4442 49ebe 78 555e 1848 3431 d3190 785261 Previous Hert Datapolis com 2008 2010 After the setup was successfully finished you can use SharePoint Column Protector on web application and site collections where SCP 2010 was deployed Please refer to Configuring chapter of this guide for information on how to use SCP 2010 page 10 of 35 es datapouis 2 3 Licensing SCP 2010 has a trial period of 30 days After 30 days from installation trial will expire and SCP 2010 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 2010 any time during the trial period or after the trial has expired We
12. 20 10 administrator MOSS20 10 jleskier MOSS20 10 x Allow edit and display System Account SHAREPOINT system Viewers Team Site Owners 4 Hoa a oadanaadon a ag Team Site Members Sota PU Team Site Visitors P Team Site Members Team Site Owners SharePoint stem Argani Group Team Site Visitors SharePoint Group Title Viewers Viewers 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 33 of 35 es datapouis 3 4 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 In the columns that should be read only cut the users a
13. Desktop S Gi installationPackage exe 10 21 2010 1 a Downloads SCP 2010 User Guide pdf 10 19 2010 2 EN Recent Places Libraries a Music E Pictures a EE 3 When extractor is started click Next and then select place where SCP 2010 installation files should be extracted to By default it is C Program Files x86 Datapolis SCP 2010 Setup Click Next to confirm selected location and then again Next to extract files When files are extracted following screen appears SCP 2010 setup files extractor E ioj x Completing the SharePoint Column Protector 2010 setup files extraction Extractor has finished copying SharePoint Column Protector 010 setup files to your computer Click Finish to exit Extractor To start SharePoint Column installer make sure that checkbox Launch SCP 2010 Installer is checked and click Finish or just click Finish to close extractor page 4 of 35 es datapouis If you want to start SCP 2010 installer manually go to the location where file were extracted to By default it is C Program Files Datapolis SCP 2010 Setup and double click setup exe file to start the setup wizard m C Program Files x86 Datapolis SCP 2010 Setup b Search SCP 2010 Setup Organize Indude in library Share with New folder O EW Favorites Type Desktop Resources File folder L Downloads Datapolis Utilities
14. FUND THIS SOFTWARE DOES NOT TRANSMIT ANY PERSONALLY IDENTIFIABLE INFORMATION FROM YOUR SERVER TO DATAPOLIS COM SP Z QO O WITHOUT YOUR CONSENT 1 GENERAL This EULA is a legal agreement between you either an individual or a l single entity and Datapolis com sp z o o Datapolis This EULA governs the Software which includes computer software including online and electronic documentation and anv associated media and accent the terms in the License Agreement Previous Next Abort Datapolis com 2008 2010 9 Please enter your product verification key If you don t have product verification key please go to the https partner datapolis com and register After registration is completed please page 7 of 35 es datapouis go to My Products page Copy your account name and product verification key for SCP 2010 in to the setup Datapolis SharePoint Column Protector 2010 SharePoint GJ detapous a column protector 2010 datapolrs Please provide a product verification key In order to install SharePoint Column Protector 2010 you need to provide your account name from Datapolis customer site and a product ventication key To get a product venfication key please register on Datapolis customer site and go to My Products page a0 to Datapolis customer site Account name my account name Product verification key C790D3 DKODRL Datapolis com 2008 4010 Note Without valid account name and product
15. SCP 2010 again all permission settings will be kept SharePoint Column Protector 2010 Please choose which content types should use Column Protector Enable all If you want to restrict access to any column of a content type items please enable Column Disable all Protector for this content type by clicking Enable link next to chosen content type To disable Column Protector for content type dick Disable link next to the content type Content Types Status To enable disable Column Protector for all content types dick accordingly Enable all or Disable vp all links above content type list TEk On Disable To manage column permissions for chosen content type dick Edit icon next to this content type Folder off Enable Notice Column Protector must be enabled for given content type to manage permissions l l summary Task Off Enable Workflow Task Off Enable Ignore SCP settings levels You can define the level on which SCP setting is ignored f Manage Lists permission level When the Manage Lists permision evel value is selected then SCP settings are ignored for every f Site Collection Administrators user who contains Manage Lets privileges for the given list When the Sife Colection Administrators option is chosen then SCP settings are omitted for the site collection administrators None If the Mone is selected SCP settings are applied for every user 9 You can at what level of user permissions SCP 2010 column per
16. be installed or removed SharePoint Foundation 2010 is installed You have pemission to install and deploy SharePoint solutions The SharePoint Foundation 2010 Services Administration service is NOT started The SharePoint Foundation 2010 Services Timer service is started Solution file found License management solution file found O License management solution is installed Datapolis SharePoint Column Protector 2010 is already installed Eror Please corect the above errors before installing Datapolis SharePoint Column Protector 2010 Previous Nex Abort If SCP 2010 is installed you will be taken to repair remove screen Please see Repair remove section of this user guide Datapolis com 2008 2010 8 You need to accept the End User License Agreement EULA to use SCP 2010 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 2010 SharePoint GJ datapous KJ column protector 2010 dartapokl s End User License Agreement Flease read the following license agreement carefully PLEASE READ THIS END USER LICENSE AGREEMENT EULA CAREFULLY BY INSTALLING 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 RE
17. cense 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 Pro is to be installed Server is a physical hardware system available to run server software License keys Description Issue Date 6 9 2010 Before downloading the license please make sure you have installed latest version of SharePoint Column Protector PRO License will work only with latest version of SharePoint Column Protector PRO 6 Activate product with license key a Return to License Management page and click Set License Key button Browse for the license key file and click Upload license link page 15 of 35 es datapouis Version 2 0 0 8 Status Installed uty Get Prod uct Key Upload License Key for SCP 2010 C Users Public Desktop Please select 5CP2010_LK dpsec file and press op cancel Activate license automaticaly b If provided license key is valid for this product license status will change to Valid License Key SharePoint Column Protector 2010 Licensing information License status License Id License type License for Web Front End Server Max number of servers 1 c 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 chang
18. ctor 2010 the old environment l has to be installed on before migration l the target required Leaving A ere SharePoint Column i Protector installed may cause problems when installing its upgrade after migration SharePoint Migration According to Microsoft s According to Microsoft s procedures procedures After SharePoint Migration Perform post migration tests to determine whether all functionalities work correctly on the new environment Install SharePoint Column Protector 2010 on the target environment Perform post migration tests to determine whether all functionalities work correctly on the new environment page 3 of 35 es datapouis 2 2 SCP 2010 Installation To install SharePoint Column Protector please unzip provided compressed folder SharePointColumnProtector2010 zip to a chosen location on any front end server of the SharePoint farm where you want to deploy SCP 2010 Setup configures SCP 2010 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 2010 Note SCP 2010 since 2 0 5 version cooperate only with WorkBox 2 3 1 Open unzipped folder 2 Double click InstallationPackage exe file to start the extractor n C Users Administrator Desktop SCP2010 Organize Indudeinlibrary Share with New folder fil Se F ites Name H
19. ctors for ERP or CRM systems and implement them in the Workbox environment enabling users to use it from workflow designer level page 35 of 35
20. d Access exported data and even for SharePoint Web Service In other words SharePoint Column Protector PRO fully secures and gives you a greater degree of contro over your list stored data Licenses sz License 2 Server License Id 448 Server License for SharePoint Column Protector Pro 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 0 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 Pro 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 enter order ID of this license in your system according to user guide generate product key and upload it here 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 ra Server License nea Server License for SharePoint Column Protector Pro 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 li
21. data O LIS Datapolis com Itd ul Wiktorska 63 02 2587 Warsaw Poland l p tel 48 022 398 37 45 fax 48 022 398 37 93 office datapolis com USER GUIDE SharePoint Column Protector 2010 v 2 0 5 62 This guide was updated on 4 Mar 13 SharePoint Column Protector 2010 v 2 0 5 62 sccoscscredcnseasedcescetcedawsneeiebeeieb saws NEEN EENIA EE DE D 1 Thank you for using SharePoint Column Protector 2010 sssssssssessesssresssrersrsrresreessrrrrrrererrerseees 2 1 Installation FEQUIFEIMEHES chic anesrcassancnccswoasanedioatdntanscnaneeanssetunnaendenanstaniadeaeadeantanaaueawenseamers 3 1 1 DOIV ON seccaracnasaautaatausesoaetast cessed eqousmssoetewsneneedsas estan yee E EE E E 3 2 SO a POE E sense caucuses sun enaans cxncon stim sax A A A E EE 3 2 1 Miratim From MOS 2007 asinen EE 3 2 1 1 Remarks for migrating SharePoint with SharePoint Column Protector cceceeeeeeees 3 2 2 SCP 2 01 ONSEGIATION sanserne a e a e 4 2 3 LICENIE arsine n eR E E 11 2 4 Feature activation sssessseressssssssreressssssssreersresserrerrssssssrereersssesereerrseeserreeersseeeee 17 2 5 Rea ING FEMOVING SCP icnasevatecusscotarenesevecusnestnceeiec due eases Eaa 20 Be GOS A ices ene vascnbuaaeatenduatensasceoedcoasasoeeseaanasasseaneasacosuneiatcqaaassnacaeeasine seh eoeaeoruerenseareesund 21 3 1 EE VON oaa E O eens 22 3 2 Enabling SCP 2010 for content type cccccececeececeeeeeeeeeeteteeeeteceeeeeeeteeenteeengeteneges 24 3 3 Configuring p
22. e to not valid Note SCP 2010 is not protecting columns if product status is Not valid page 16 of 35 es datapouis 2 4 Feature activation SharePoint Column Protector 2010 feature is active after the setup and you can use it right away Note If you reinstall SCP 2010 using Repair option in the setup wizard the all feature states will be maintained activated features will be active deactivated will be inactive If feature was deactivated or the setup was unable to activate the feature you need to activate SCP 2010 feature before you can use it If you don t see link to SCP 2010 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 left side Site Actions Eo items My Edit Page 5 Modify the web parts on this d page Sync to SharePoint Workspace Create a synchronized copy of this site on your computer New Page Create a page you can customize gt New Document Library a Create a place to store and share documents C New Site Create a site for a team or project More Options Create other types of pages lis
23. ement Configure alternate access mappings Manage farm features Manage farni onfigure cross firewall access zone Security Upgrade and Migration General Application Settings a Datapolis Configuration License management for Datapolis products Configuration Wizards page 12 of 35 es datapouis 3 If yourserver the one with SCP 2010 installed has internet connectivity you can activate your product automatically If you don thave 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 2010 verson 2 0 0 8 License status Trial License Key Buy Now 4 Get Product Key LP Set License Key Lense Id 1 days b Enter you credentials for the Datapolis customer site https partner datapolis com and click validate Central Administration Activate Datapolis product Below you can register or update license for Datapolis product Product SharePoint Column Protector 2010 Please provide below your user name and password for Datapolis customer site https partner datapolis com Login my account Password ooo P Validate c After you credentials are successfully verified you will have to choose license which should be used to activate you copy of SCP 2010 Please choose appropriate license and click activate Central Administration Activate Datapolis
24. ermissions for cColUMNS ssssessssssesesrersserrsrerrrsrrrssrererrersrerrserrrsrreeeseeesee 29 Sil PACTS AUION pa Eeee E EE EST 29 3 32 Using administration page ssiossosidrioridsioris sidi tiis td isai Eu TRENERE EUKENE NENA EENE EIEEE 30 3 3 3 Listpermission IAMENITAN CEs scaicacccscasuacnspesweaintouatanbaaaannonsaceenbedbetaeneetendeaeetenweiaeneeies 33 3 4 BESE Dr OE o ARRE E E E venta E EE E E A AAEE 34 A ROUNE NOONE a ee ee ene ee Sree en eee NS ne ee eer nee een 35 A NOG aici cetera E E E E E E EEEE boa daetos tes ENE oa das vanes acces tea 35 es datapouis SharePoint Column Protector was originally a part of a larger m m es solution Workbox designed for managing business processes ial 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 2010 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 2010 buy license and activate it and activate SCP 2010 feature on the portal farm e Configuring
25. ers Team Site Members 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 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 32 of 35 es datapouis 3 3 3 List permission inheritance When SCP 2010 is enabled for content type for the first time or when SCP 2010 is enabled after SCP 2010 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 R i Bi Manage Access Requests z Z fe Tasks gt List Settings SharePoint Columns Protector gt SCP Setti Edit User Remove User Check heii set permissions for each column of this conteg ve s Permissions Permission Permissions Access yo check Manage ALLL Set permissions for columns Allow edit and display S jamaar Li iia Users groups choo in this section will be gri u a oo s below after click in MOSS20 10 Administrator MOSS
26. f a content type items please enable Column Protector for this content type by dicking Enable link next to chosen content type To disable Column Protector for content type cick Disable link next to the content type To enable disable Column Protector for all content types cick accordingly Enable all or Disable all links above content type list To manage column permissions for chosen content type dick Edit icon next to this content type Notice Column Protector must be enabled for given content type to manage permissions Enable all Disable all Content Types Status Task Enable Folder Off Enable Summary Task Off Enable Contact Off Enable SharePoint Column Protector 2010 Please choose which content types should use Column Protector If you want to restrict access to any column of a content type items please enable Column Protector for this content type by dicking Enable link next to chosen content type To disable Column Protector for content type dick Disable link next to the content type To enable disable Column Protector for all content types dick accordingly Enable all or Disable all links above content type list To manage column permissions for chosen content type dick Edit icon next to this content type Notice Column Protector must be enabled for given content type to manage permissions To enable SCP 2010 for this content type click Enable link for this con
27. f a content type items please enable Column Protector for this content type by dicking Enable link next to chosen content type To disable Column Protector for content type click Disable link next to the content type To enable disable Column Protector for all content types click accordingly Enable all or Disable all links above content type list To manage column permissions for chosen content type dick Edit icon next to this content type Notice Column Protector must be enabled for given content type to manage permissions Ignore SCP settings levels You can define the level on which SCP setting is ignored When the Manage Lists permission level value is selected then SCP settings are ignored for every user who contains Manage Lists privileges for the given list When the Site Collection Administrators option is chosen then SCP settings are omitted for the site collection administrators If the Voneis selected SCP settings are applied for every user Search this site Enable all Disable all Content Types Status Task Off Enable Folder Off Enable Summary Task Off Enable Contact Off Enable Manage Lists permission level Site Collection Administrators None Ok If SCP 2010 is disabled for given content type then its status is Off SharePoint Column Protector 2010 Please choose which content types should use Column Protector If you want to restrict access to any column o
28. ist Settings Home subsite 1 Libraries List Information Site Pages Name Tasks Shared Documents hity Web Address http moss2010 Lists Tasks Allltems aspx proje ee Description Use the Tasks list to keep track of work that you or your team needs to complete Lists General Settings Permissions and Management Calendar Tasks Title description and navigation Delete this list Taskel Versioning settings Save list as template Advanced settings Permissions for this list Validation settings Workflow Settings Rating settings Enterprise Metadata and Keywords Settings Discussions J Audience targeting settings Generate file plan report Team Discussion Metadata navigation settings Ion Management pore ett Per location view settings SharePoint Column Protector 2010 al Recycle Bin Form settings All Site Content page 24 of 35 es datapouis 3 On main SharePoint Column Protector 2010 page you can choose which content types use 4 5 SCP 2010 to manage column permissions Team Site FBA Tasks List Settings SharePoint Column Protector 2010 Use this page to disable or enable Column Protector for content types Home Libraries Site Pages Shared Documents Lists Calendar Tasks Discussions Team Discussion ia Recycle Bin Ei All Site Content SharePoint Column Protector 2010 Please choose which content types should use Column Protector If you want to restrict access to any column o
29. ite Site Web Analytics reports Site Collection Web Analytics reports Reporting Services Manage Shared Schedules Reporting Services Site Settings Libraries Site Pages Shared Documents projekty Lists Calendar Tasks Tasks1 aaaa Discussions Team Discussion ia Recycle Bin E All Site Content page 18 of 35 Users and Permissions People and groups Site permissions Site collection administrators Galleries Site columns Site content types Web parts List templates Master pages Themes Solutions Site Administration Regional settings Site libraries and lists User alerts RSS Search and offline availability Sites and workspaces Workflows Workflow settings Related Links scope settings Term store management Site Collection Administration Search settings Search scopes Search keywords FAST Search keywords FAST Search site promotion and demotion FAST Search user context ite collection features Site hierarchy Site collection audit settings Audit log reports Portal site connection Site collection policies Content type publishing SharePoint Designer Settings Visual Upgrade Help settings Look and Feel Title description and icon Quick launch Top link bar Tree view Site theme Site Actions Manage site features Save site as template Reset to site definition Delete this site Site Web Analytics reports Site Collection Web Analytics reports Reporting Services
30. lements most likely won t be affected by SCP permissions e g InfoPath forms all elements modified from SharePoint Designer 8 To configure SCP 2010 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 9 SharePoint Column Protector 2010 shows all columns to users with Manage List permissions SharePoint Column Protector shows all columns to users with Manage List permissions for given list In other words SCP 2010 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 2010 settings page 10 SharePoint Column Protector 2010 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 page 22 of 35 es datapouis 11 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 Br
31. low 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 Site Actions f Team Site Tasks List Settings SharePoint Columns Protector SCP Settings for Task Use this page to set permissions for each column of this content type Home subsite 1 Libraries Set permissions for all columns Allow edit and display Allow display Site Pages Shared Documents Copy button projekty Lists O _ Calendar l Column Name Allow edit and display Tasks Tasks1 j Content Type Viewers Team Site Owners aaaa Team Site Visitors Team Site Members Discussions a9 By Team Discussion Title Viewers Team Site Owners la Recycle Bin i All Site Content ay Gy Oe Predecessors Viewers Team Site Owners Team Site Visitors Team Site Members ze Gy E Priority Viewers Team Site Owners Team Site Visitors tem Armunn ani F E Status Viewers Team Site Owners Team Site Visitors Team Site Members SEM Arrun 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 colu
32. missions should be ignored If you want that columns visibility which was set in SharePoint Column Protector is applied to all users including administrators choose None If you want that Site Collection Administrators can see whole list and omit in this was SCP 2010 security settings chose Site Collection Administrators Setting Manage Lists permissions level will allow users with Manage Lists permissions level to this particular list to see its whole content and ignoring in this was SCP 2010 security settings SharePoint Column Protector 2010 Please choose which content types should use Column Protector Enable all If you want to restrict access to any column of a content type items please enable Column Disable all Protector for this content type by clicking Enable link next to chosen content type To disable Column Protector for content dick Disable link next to the content type l l l e Content Types Status To enable disable Column Protector for all content types dick accordingly Enable all or Disable sil all links above content type list Taek On Dizahle To manage column permissions for chosen content type dick Edit icon next to this content type Folder OFF Enable Notice Column Protector must be enabled for given content type to manage permissions f l Summary Task Off Enable Workflow Task Off Enable Ignore SCP settings levels You can define the level on which SCP setting is ignored f Manage
33. mn 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 29 of 35 es datapouis 3 3 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 Totype user name and login a Type full user name or login or type part of the name or login Separate each user by semicolon b Click name check button below the textbox Team Site Owners Team Site Visitors Team Site Members No exact match was found PH 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 ultiple entries matched please click to resolve act match Was round Members page 30 of 35 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 FY Select People and Groups Webpage Dialog Display Name Tithe Department E Mail Mobile Number 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 but
34. nd 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 page 34 of 35 es datapouis 4 Troubleshooting For troubleshooting help and tips please contact our support team by mailing us support datapolis com 5 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 processe
35. nts 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 2010 fully secures and gives you a greater degree of control over your list stored data More information about configuring SharePoint Column Protector 2010 you can find on the product Web site http www datapolis com en scppro html page 21 of 35 es datapouis 3 1 Limitations 1 SCP 2010 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 2010 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 2 SCP 2010 does not work with Data View Web Parts 3 SCP 2010 does not protect metadata in documents opened with external applications e g Microsoft Office Word 4 SCP 2010 does not work with Wiki libraries 5 SCP 2010 does not support RSS feeds 6 SCP does not work for search results Search uses standard SharePoint security mechanisms and SCP settings do not affect search results 7 SCP supports only standard SharePoint elements Third party and custom built forms Web Parts controls and other e
36. owse vents Calendar Team Site Calendar Calendar Use the Calendar list to keep informed of upcoming meetings deadlines and other important events Home subsite 1 4 2010 Access to this view was denied Jan Feb M Apr May Jun Jul Aug Sep Nov Dec 12 Title column limitations e SCP 2010 does not hide the Title column in Datasheet view e SCP 2010 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 13 SCP 2010 does not work with list and web templates Creating list or web from template on which SCP 2010 was running will cause that all settings made through SCP 2010 will be reset 14 Microsoft Office Access limitations e Microsoft Access does not support read only setting for attachments If by using SCP 2010 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 Ifa 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
37. recommend licensing your copy of SCP 2010 before trial expiration to avoid SCP 2010 deactivation Note All SCP 2010 settings are preserved even if trial expires When you activate SCP 2010 after trial expiration it will start working with the same configuration as on last run in trial period To activate SCP 2010 on server farm you need to 1 Purchase license for SCP 2010 on our website https partner datapolis com en customer pages buy aspx You canuse a link provided on the 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 2010 Central Administration gt System Settings gt License management for Datapolis products Note SCP 2010 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 Acrobat_com a Adobe Reader 9 Internet Explorer 64 bit Internet Explorer E Windows Update di Accessories Administrative Tools DAEMON Tools Lite J Inno Setup 5 di Macrobject Maintenance di Microsoft Office eo Microsoft SharePoint 2010 Products Control Panel EN SharePoint 2010 Products ee J Microsoft Silverlight Administrative Tools Microsoft Silverlight 3 SDK Microsoft SQL Server 2005 Help and S
38. s 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 model 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 conne
39. t Column Protector 2010 Version 2 0 0 8 Status Loeme anes Trial License Key Buy Now Get Product Key P Set License Key License Id Trial left 21 days Activate license automaticaly 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 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 2010 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 page 14 of 35 es datapouis Invoice 80 3 WWW 2010 SharePoint SharePoint Column Protector PRO column protector PRO daTapous With SharePoint Column Protector PRO you can quickly and easily define which list item s fields are 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 PRO goes deeper than that and allows you to protect your data on per column basis Permissions for columns are defined for each content type for any SharePoint list or document library Permissions are effective for item forms and list views as well as for SharePoint alerts attachments Excel an
40. tent type Enable all Disable all Content Types Status Task off Folder Off Enable Summary Task Off Enable Contact off Enable page 25 of 35 es datapouis 6 Toenable SCP 2010 for all content types click Enable all link above content type list SharePoint Column Protector 2010 Please choose which content types should use Column Protector Enable al Disable all If you want to restrict access to any column of a content type items please enable Column Protector for this content type by clicking Enable link next to chosen content type To disable Column Protector for content type cick Disable link next to the content type i Content Types Status To enable disable Column Protector for all content types dick accordingly Enable all or Disable a all links above content type list Task On Deabke To manage column permissions for chosen content type dick Edit icon next to this content type Folder off Enable Notice Column Protector must be enabled for given content type to manage permissions i Summary Task Off Enable Workflow Task Off Enable Ignore SCP settings levels You can define the level on which SCP setting is ignored f Manage Lists permission level When the Manage Lists permission fevel value is selected then SCP settings are ignored for every Site Collection Administrators user who contains Manage Let privileges for the given list When the Site Cofection Administrafors option is
41. ton You can select multiple users and repeat search and selection multiple times When you are finished click OK button A Select People and Groups Webpage Dialog Find tea p Display Name Titte Department E Mail Mobile Number Account Name Team Site Members Team Site Members Team Site Owners Team Site Owners Team Site Visitors Team Site Visitors page 31 of 35 es datapouis 3 You can assign permissions 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 m 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 icon Permissions from the textbox will replace entries in textboxes for all columns Team Site Own
42. ts libraries and sites View All Site Content View all libraries and lists in this site Edit in SharePoint Designer Create or edit lists pages and workflows or adjust settings Site Permissions Give people access to this site Site Settings Access all settings for this site page 17 of 35 es datapouis 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 bottom left corner with Site Collection Administration header fal subsite 1 Site Settings Libraries Site Pages Shared Documents Lists Calendar Tasks Discussions Team Discussion ia Recycle Bin All Site Content 3 On the site collection Site Settings page click Site collection features link in the bottom left corner with Site Collection Administration header subsite 1 Users and Permissions People and groups Site permissions Galleries Site columns Site content types Master pages Site Administration Regional settings Site libraries and lists User alerts RSS Search and offline awailability Sites and workspaces Workflow settings Related Links scope settings Term store management Look and Feel Title description and icon Quick launch Top link bar Tree view Site theme Site Actions Manage site features Save site as template Reset to site definition Delete this s
43. umn Protector for content type dick Disable link next to the content type By agi Content Types Status To enable disable Column Protector for all content types dick accordingly Enable all or Disable ne ane all links above content type list Task On Disable To manage column permissions for chosen content type dick Edit icon next to this content type Notice Column Protector must be enabled for given content type to manage permissions meS Enana Summary Task Off Enable Workflow Task Off Enable Ignore SCP settings levels You can define the level on which SCP setting is ignored f Manage Lists permission level When the Manage Lists permission evel value is selected then SCP settings are ignored for every Site Collection Administrators user who contains Menage Lists privileges for the given list When the Sif Colection Administrators option is chosen then SCP settings are omitted for the site collection administrators None If the Moneis selected SCP settings are applied for every user page 28 of 35 es datapouis 3 3 Configuring permissions for columns 3 3 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 access to edit and display chosen column e Al
44. upport Microsoft SQL Server 2008 d Microsoft Sync Framework Run Search programs and files page 11 of 35 es datapouis b Goto System settings section by clicking on System Settings tab on left menu Site Actions BS Browse Page E SharePoint 2010 Central Administration Central Administration Application Management Manage web applications Create site collections Manage service applications Manage content databases Application Management System Settings Monitoring Backup and Restore Monito ring Security aS Review problems and solutions ii i anl nee Check job status ned eee eer View Web Analytics reports General Application settings Gagi rity Manage the farm administrators group Configure service accounts Configuration Wizards General Application Settings Configure send to connections Configure content deployment paths and jd Manage form templates c On the System Settings page click License management for Datapolis products link under Datapolis Configuration header Site Actions B Browse Pag F SharePoint 2010 Central Administration System Settings Central Administration Servers Manage servers in this farm Manage services on serwer Application Management E Mail and Text Messages SMS Configure outgoing e mail settings Configure incoming e mail settings Ce System Settings Monitoring Backup and Restore Farm Manag
45. 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 8 of 35 es datapouis 10 Select web applications to which you want to deploy SCP 2010 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 Data polis SharePoint Column Protector 2010 SharePoint column protector 2010 OaeTapous Site Collection Deployment Targets Please select one or more web applications site collections fto moss2010 SharePoint 80 3 site collections p moss2010 Team Site Please click the Next button to start the installation process Datapolis com 2008 2010 11 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 2010 SharePoint column protector 2010 dartapol s Installing Please wait while Datapolis SharePoint Column Protector 2010 is installed az Waiting max 15 minutes for license management solution deployment job to complete Press Abort to stop Previous qaqa Abort Datapolis com 2008 2
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