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  • What exactly is SAF and why would I need it ? (FAQ) ?

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     For those out there that are a little curious as to whether SAF is any use to your organisation, please read this FAQ.

     What is SAF ?

    • SAF is free to use.
    • SAF is the "SharePoint Action Framework", it was built by myself and Hugo (plus a few others along the way).
    • SAF is written entirely in C# code, available from : http://saf.codeplex.com.  
    • SAF is a way to automate SharePoint configuration changes.
    • An Action is a command/class/task/script written in C# that performs a unit of execution against SharePoint such as "CreateWeb"  or "AddLookupColumn".
    • A SAF Macro is collection of one or more Actions.
    • A SAF Macro can be run from Msbuild, a Feature, StsAdm or plain old .Net code.
    • Parameters can be passed to a Macro at run-time from a variety of sources such as "Environment Variable", "*.config", "Msbuild Properties", Feature Properties, command line args, .net code.
    • SAF emits lots of trace statements at run-time, these can be viewed using "DebugView".
    • One Action can pass parameters to another Action.
    • Parameters can be set using Spring expression syntax such as "DateTime.Now - 10".

     You should consider SAF if you suffer from one of the following symptoms...

    • "Our developers write lots of ...

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  • Automating SharePoint configuration with MSBuild and SAF

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    One of the major areas developed for v2 of the SharePoint Action Framework (SAF) is its ability to integrate tightly with Msbuild. In order to get SAF working, you simply need to reference the Msbuild Saf task - which can be referenced like this :

    <UsingTask AssemblyName="Collaboris.Saf, Version=2.0.0.0, Culture=neutral, PublicKeyToken=182db3eac6a9e195" TaskName="Collaboris.Saf.Adapters.MSBuild.SAF" />

    You may also choose to create a couple of targets (one for the Undo and one for the Do) - like this - but this is optional.

    <Target Name="Do">
      <SAF MacroPaths="@(Macros)" ProcessMode="Do" ContinueOnError="false" />
    </Target>
    <Target Name="Undo">
      <SAF MacroPaths="@(Macros)" ProcessMode="Undo" ContinueOnError="false" />

    <Target>

    Now this is setup, you then need to create a few item groups where all the properties can be passed to.

    <ItemGroup>
        <Macros Include="Collaboris.Saf.Actions.Wss.Web.CreateWeb.macroTemplate">
          <disabledo>false</disabledo>
          <disableundo>false</disableundo>
          <description>New Web created by SAF</description>
          <lcid>1033</lcid>
          <overwrite>true</overwrite>
          <template>STS#0</template>
          <title>New Web title</title>
          <url>NewWeb</url>
          <useuniqueperms>false</useuniqueperms>
          <webname>New Web name</webname>
          <id>{47B640DD-64A9-493b-8445-789FC0D05FF1}</id>
          <stopondoexception>true</stopondoexception>
          <stoponundoexception>true</stoponundoexception>
          <Url>http://localhost:4422</Url>
          <InstanceId>{156E17A5-A7BA-4e1f-8A48-1BC341A7C658}</InstanceId>
        </Macros>
      </ItemGroup>

    For a more detailed walkthrough, please take a look at 'How to run a Macro from MSBuild '. You will find an example of how to call every SAF action in the documentation which can ...

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  • SAF v2 is released

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    SAF v2 is now freely available to download from CodePlex @ http://saf.codeplex.com
     
    Major points worth noting in this release :
     
    - Loads more actions to help you automatically configure SharePoint.
     
    - Downloadable examples and documentation explaining how to run every Action.
     
    - Run actions from an MSBuild project and pass properties.
     
    - Run actions from a SharePoint Feature and pass properties.
     
    - Run actions from StsAdm and pass properties.
     
    - Support for Dynamic Properties - allowing you to pass values from one action to another.
     
    - Support for Placeholders (tokens) allowing runtime replacement from these sources :
    • Web|app.config files,
    • Environment Variables,
    • Registry values,
    • MSBuild Properties
    • Feature Properties.
     
    - Support for Expressions when setting properties on the actions.
     
    - Improvements to logging using .Net tracing statements - easily viewable in DebugViewer
     
    As always we love to hear your feedback, so drop us an email to support@collaboris.co.uk or leave a comment on our Wiki or on Codeplex.
     
    Happy automating!
    The SAF Team

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  • Roadmap for SAF 1.4

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    It’s 6am and I am bored, so I thought I would give you a quick heads up on what’s coming in the next version of SAF (due by the end August). Here’s the Feature list :

    DSL with Diagram capabilities inside Visual Studio 20008.

    This is probably been the most exciting one for the release. We have been spending a few months working on a way to create SAF Macros visually via a VS 2008 designer window. This will give you the following advantages :

    • You don’t need to know the Schema for a SAF Macro (which happens to be a Spring IOC Container)
    • It’s much easier to see what a Macro will do. (a “picture paints a thousand words (or Xml Elements in our case)
    • It’s nice to demo – much nicer than showing you how to create a Macro in Xml anyway.

    Usage will be very simple and will happen like this :

    1. Load a new VS2008 Project –(more than likely a WSP Builder project).
    2. From the menu, choose “Add new SAF Macro”
    3. …Designer loads…
    4. Select one or more actions and drag onto the design surface
    5. Configure the parameters for each of the Actions
    6. Connect the  actions to ...

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  • Technorati Claim

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    This post is purely to claim my blog on Technorati code : ymw9k6n57q

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  • Deploy new and existing Content Types with SAF (using standard CAML)

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    The Problem

    If you have ever deployed a SharePoint Content Type via a Feature (using standard CAML) you will more than likely run into one or more of the various “quirks”, namely :

    • The Content Type deploys correctly if its not already in the Farm, but if your Content Type is in use, or customised via the GUI then updating Feature has no effect. In this situation you are forced to create your Feature with CAML, but upgrade and maintain it with Feature Receiver Code.
    • If you want to “push” your changes down to any lists, this has to be done in code.

    I have detailed most of the issues in “Upgrading Content Types”. Becky Bertram also wrote an awesome post on the issues in “Updating Content Types and Site Columns That Were Deployed as a Feature”.

    How “EnsureContentType” (in SAF) solves these problems

    The reason for this post is to tell you about a SAF Action that removes some of these barriers and offers the following benefits :

    • The Action uses a standard SharePoint CAML file containing one or many <ContentType> elements (as defined in the ”http://schemas.microsoft.com/sharepoint/” schema).
    • Content Types that don’t already ...

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  • Early morning news!

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    Well, the hayfever has got me again! Here I am at 6am with a bunged up nose and itchy eyes wide awake. So I thought I would do the sensible thing and give you a heads up on what’s due in the next release of SAF.

    Here’s the Feature list : 

    New Actions

    STSAdm Action. This allows us to call STSAdm commands and pass arguments from a SAF Macro.

    Powershell Action. Allows us to to call Powershell “Function” and pass arguments from a SAF Macro.

    Adapters

    In SAF, we think of “Adapters” as being components that allow a SAF Macro to be run from a particular technology. In the current release we have :

    STSAdm Adapter. Allows you to run SAF from an STSAdm extension.

    Feature Adapter. Allows you to SAF run from a SharePoint Feature. This is simple as creating a Feature.Xml and a Macro.xml file. Check out the Quick Start for more info.

    In the next release here’s what’s coming :

    MSBuild Adapter. This will let you hook SAF directly into your MSBuild process. This is going to pretty useful for companies that already have a MSBuild process, but want to hook SharePoint ...

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  • Run STSADM commands from SAF

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    I am pleased to announce that it’s now possible (with release 1.2.3463.00) , to run STSADM commands from the SharePoint Action Framework (SAF). Hence, if you add the standard STSAdm commands (that ship with SharePoint) to the truly awesome collection that Gary Lapointe has developed, (available on his STSADM Blog), you are looking at over 250 useful SharePoint Actions.

    This functionality has been made available by a new Action called “StsAdm”. The Action should be called via an Alias like this “Action.StsAdmin”. (Aliasing is for convenience so that you don’t have to put the full 4 part assembly reference into the Macro).

    An example :

    This example illustrates how to create a Macro that calls the new Action and executes 2 STSAdm commands to delete a group and also create the group.

    <?xml version="1.0" encoding="utf-8"  ?>  
    <objects  xmlns="http://www.springframework.net">  
      
      <!-- Defines the main macro to process -->  
      <object  id="MacroToProcess"  type="Macro"  >  
      <constructor-arg  name="id"  value="{8BB25F02-5E41-4e86-BCA2-E253747354A3}"  />  
      <constructor-arg  name="actions">  
      <list  element-type="IAction">  
      
      <!-- Runs the STSAdm Command-->  
      <object  name="RunStsAdminCommands"  type...

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  • Content Migration using SAF

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    SAF contains 6 ready-to-use Actions that allow the Exporting and Importing of :

    - List Items

    - Lists

    - Webs

    The 3 pairs of Actions that allow you to do this, are namely :

    - ExportListItem & ImportListItem

    - ExportList & ImportList

    - ExportWeb & ImportWeb

    The actions are listed as pairs, for convenience, although there is nothing that mandates that they have to be run one after the other. In fact, you can export a List and import it into a completely different Farm months later if you so wish. In addition to this, although each pairing exports and imports different types of content, they all follow the same process, which is  :

    1. Export to a Content Migration Package (CMP) according to settings specificied in the “Export” Action.

    2. Import from a CMP file according to settings specificed in the “Import” Action.

    In principal that’s it! If you download the source code from here : http://SAF.Codeplex.com, you will find some useful examples at the locations listed below :

    1. {YourDrive}\src\CollaborisSaf.SampleFeatures\12\TEMPLATE\FEATURES\WSS.ContentMigration.CopyListItem
    2. {YourDrive}\src\CollaborisSaf.SampleFeatures\12\TEMPLATE\FEATURES\WSS.ContentMigration.CopyList
    3. {YourDrive}\src\CollaborisSaf.SampleFeatures\12\TEMPLATE\FEATURES\WSS.ContentMigration.CopyWeb

    The examples all demonstrate how to export and import in one go from a Feature. However, in reality, you will more than likely Export from a ...

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  • How to install SAF

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    A couple of you emailed and asked how to install SAF (version 2), so here's some instructions.

    Installing...

    If you have never insalled SAF on your SharePoint Farm then you need to install. To do this, you need to use STSAdm commands which I have popped into a batch file. Hence follow the steps below :

    1. Logon to a SharePoint Server in your Farm as a Farm Administrator.
    2. Download "Install.bat" to that server in your SharePoint Farm (right click "Save Target as...")
    3. Remove the '.txt' extension.
    4. Download the latest version of SAF from "http://saf.codeplex.com/".
    5. Extract "SAFv2.wsp" to the same folder as the batchfile in step 2.
    6. Ensure the path in STSAdm in "install.bat" is correct.
    7. Run "install.bat"

    Upgrading...

    If you already have a version of SAF on your Farm and want to upgrade to a newer version, please complete the steps below :

    1. Logon to a SharePoint Server in your Farm as a Farm Administrator.
    2. Download "Upgrade.bat" to that server in your SharePoint Farm (right click "Save Target as...").
    3. Remove the '.txt' extension.
    4. Download the latest version of SAF from "http://saf.codeplex.com/".
    5. Extract "SAFv2.wsp" to the same folder as the batchf ile in step 2.
    6. Ensure the path in STSAdm in ...

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  • SAF is released!

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    At Last! Finally, we have released the SharePoint Action Framework (SAF) on CodePlex!! Please take a look at : http://saf.codeplex.com .

    Now that I can take a minute, I just wanted to spend a bit of time detailing why we have spent the best part of 18 months (with lots of late nights building it!) Here's a FAQ to give you some answers:

    If you are developing with SharePoint, do you suffer from any of these ?

    • Lots of Defects caused by differences in SharePoint Farms. – eg. “It works on Integration, but not on QA!” .
    • Your Development team find it time consuming telling your Release team what to do for each release. “How hard can it be to put 5 columns in a Content Type?”
    • You have release documents (notepad, word, etc) that don’t contain enough information on how to deploy, or they always miss things and are extremely time consuming to create. “By heck surely there must be a better way of telling the Operations team what I need doing ?”
    • Deployments to key farms are always late and very stressful. “I hope we don’t get a release like that again, I didn’t finish till ...

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  • Upgrading SharePoint Site Columns

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    Introduction

    In a previous post, I explained my findings with "Upgrading Content Types", but now I want to test out a few scenarios with upgrading Site Columns. On the whole, the test results for Site Columns were pretty similar to that of Content Types. Although, I wanted to test what we can do when it comes to updating site columns that contain data. If you don't want to read each test case, please check out the "Summary" at the end of this post.

    Test Cases – Removing a Site Column

    Can we remove a site column by deactivating the Feature that deployed it? Yes

    Test Steps:

    1.       Deploy a Site Column (via Feature and CAML)

    2.       Deactivate the Feature

    Outcome:

    1.       Site Column will be removed

    2.       Feature is deactivated

    Can we remove a site column (thats referenced by a List Column) by deactivating the Feature that deployed it? Yes

    Test Steps:

    1.       Deploy a Site Column (via Feature and CAML)

    2.       Add the Site Column to a List (as a List Column)

    3.       Deactivate the Feature

    4.       Recycle Application Pools

    Outcome:

    1.       Site Column will be removed

    2.       ...

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  • Upgrading SharePoint Content Types

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    Introduction

    Well it's now Saturday afternoon and the family have been out shopping all day, so I have taken the opportunity to conduct some tests that I had been meaning to do for a long time now (geek I hear you say). I wanted to find specifically what happens if you want to make changes to Content Types, Columns and Lists that have previously been deployed using Features and CAML. I am going to split my findings up into several posts.

    I will detail each set of tests then summarise at the end what I think should be best practice if you want to update these.

    Test Cases – Removing Content Types

    Can we remove a content type by deactivating the Feature that deployed it? Yes

    Test Steps:

    1.       Deploy a Content Type (via Feature and CAML)

    2.       Deactivate the Feature

    Outcome:

    1.       Content type will be removed

    2.       Feature is deactivated

    Can a Content Type can be removed that’s in use by a List? Yes (and No)

    Test Steps:

    1.       Deploy a Content Type  (via Feature and CAML)

    2.       Reference it in a list

    3.       Deactivate the Feature

    Outcome:

    1.       Content Type is removed

    2.       Feature is deactivated

    3.       ...

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  • To Dispose or Not To Dispose? Here is the question.

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    One of the best articles that I’ve read so far about the importance of properly disposing SPWeb and SPSite objects has been written by one of my favourite SharePoint bloggers Stefan Gossner and can be found here.

    Unfortunately there are still some conflicting messages about what to do with SPWeb instances creates via the SPSite.RootWeb property. According to Stefan we need to call dispose but other people from Microsoft are saying the opposite as you can see here.

    So the search continues….

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  • SharePoint Best Practice Resources

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    SharePoint Guidance

    The Patterns and Practices team at Microsoft have developed guidance to help developers and architects build applications on top of SharePoint. The first release covered building intranet applications in a team environment. Release 2 targets enterprise class content oriented applications accessing LOB system information.

    SharePoint Guidance on CodePlex

    10 Best Practices For Building SharePoint Solutions

    An excellent article covering topics such as App Dev, Testing and Continuous Integration.

    Best Practices: Common Coding Issues When Using the SharePoint Object Model

    "Learn common issues encountered by developers who write custom code by using the SharePoint object model"

    http://msdn.microsoft.com/en-us/library/bb687949.aspx

    Best Practices: Using Disposable Windows SharePoint Services Objects

    "Learn best practices to follow when using Windows SharePoint Services objects to avoid retaining the objects in memory in the Microsoft .NET Framework"

    http://msdn.microsoft.com/en-us/library/aa973248.aspx

    Summary of sessions for the European Best Practices SharePoint Conference 2009

    Syed Adnan Ahmed Kindly summarises what he discovered at the European Best Practices SharePoint Conference. He breaks the points down by Web Part Development, Custom Field Types and SQL Server Tuning.

    http://www.codeproject.com/Articles/36209/Summary-of-sessions-of-European-Best-Practices-SharePoint-Conference-2009.aspx

    Developer Best Practices Resource Center for SharePoint Server 2007

    Find up-to-date guidance about how to write Microsoft Office SharePoint Server 2007 applications and customizations that perform well, avoid common pitfalls, ...

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  • New Features in SharePoint 2010

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    I have spent quite a bit of time lately surfing the net for the latest news/rumours about SharePoint 2010 and whats likely to be in it. Hence, here's my list so far.

    • SharePoint 2010 will be supported on Firefox, Safari and the iPhone.
    • Beta will be in the 3rd quarter and RTM will be early next year.
    • Silverlight will be used in SharePoint 2010 - possibly to deliver a media player 
    • Support for JQuery
    • Native PDF & ODF (the Office 2007 file formats) support
    • 64bit Only
    • New authentication model - it will be claims based similar to Azure. See http://www.networkworld.com/news/2007/101607-microsoft-switching-sharepoint.html for more info
    • SQL tables-like behaviour for SharePoint lists!!!

    Sources...

    1. The Register
    2. Tom Resings Blog
    3. Network World

     

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  • SharePoint Lessons Learned – Clearly Define a Deployment Baseline (Part 2)

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    In part 1 of this post I’ve talked about the principles behind the creation of a Deployment Baseline during the development of SharePoint based applications. In this post I’m going to talk about how we, at Collaboris. normally group and categorise the different artefacts to create this baseline.

    This post assumes that you are familiar with the concepts of SharePoint Features, Site Definitions and Solution Packages. For a primer on these concepts please refer to this page on MSDN.

    There has always been a lot of debate around the best way to deploy SharePoint applications. Some people do not like Site Definitions or Features and prefer to use Site Templates (.stp), others prefer xcopy deployment and others like me stick with Features and Site Definitions deployed using Solution Packages. I’m not going into that debate here, I’m simply going to describe the approach that we have been taking for the last few years without any regrets.

    Like I’ve mentioned on the first post I’m strong believer in using the SharePoint Features and Solution Framework for the delivery of SharePoint applications. We normally try to deploy most of the artefacts via Features which are activated via Site Definitions and deployed using ...

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  • SharePoint Lessons Learned – Clearly Define a Deployment Baseline (Part 1)

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    One of the major lessons that I’ve learned so far with SharePoint development is how important it is to clearly define your Deployment Baseline from very early stages in the development lifecycle. In part 1 of this blog post I will describe the concepts behind this Deployment Baseline and in part 2 I will describe how in Collaboris we apply them to the development of SharePoint applications.

    A deployment baseline is a clear definition of the artefacts that are going to be built and deployed when creating a new application. These artefacts should be catalogued and grouped based on their purpose, functionality and on how we plan to deploy and maintain them once the application is live. This baseline will also help to clearly define the different areas of responsibility within the team.

    Imagine that you are developing a new Web Content Managed application where the development team is responsible for the creation of all the technical artefacts (ASP, HTML, CSS etc) and the business team is responsible for the creation of content (pages and documents). In this scenario it will make sense to create two separate packages; one for the technical artefacts the other for the content artefacts. These ...

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  • The SharePoint Deployment Maturity Model

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    MOSS has been the most successful server product Microsoft ever released. Sales are growing much faster than Microsoft ever expected and apparently the UK is outstripping worldwide growth (for more see this). Unfortunately this quick growth is also highlighting one of the major problems that everyone seems to be struggling with - deployment. I've been working with MOSS since Beta 2 and I have debated this issue with other colleagues and we are all in agreement: deployment is one of the biggest pains on any SharePoint project. It's one of the areas that will give you more problems and cost you more money. What is curious is that all companies adopting SharePoint seem to go through the same evolution path. Finding a way to measure where my customers are on this path gives me a good idea on the challenges that I will be facing when moving their projects forward. The kind of measure that I'm talking about it's called a Maturity Model so I called it the Deployment SharePoint Maturity Model (SDMM). 

    Like the Capability Maturity Model (CMM) I divided the SDMM is divided into 5 levels (except for level 4, I have used the same names ...

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  • SharePoint WCM Resource List

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    Excellent list on SharePoint Web Content Management resources compiled by one of my favourite SharePoint authors - Andrew Connell. You will find it here.

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