Sharepoint content deployment wizard

Note: This documentation gets updated only when necessary, as the product is in sustained mode. For product updates see the Release Notes. Once the K2 for SharePoint Setup Manager has been run to update the K2 components, the App Deployment Wizard is run. Installation steps After reading the App Deployment Welcome panel and choosing whether or not you want to analyze the SharePoint Configuration, click Next. On the K2 Server page, enter a K2 URL and click Next to continue. An example of a K2 server URL is: HTTPS://DLX:4444. Before App deployment, if you chose to do the health check, the App Deployment Health Check will show a green tick for items that passed the check, a red cross for failures and a blue i for information. You can export the results as a text file with the Export button. Selecting an item will show the results for that item in the right-hand panel with additional information. If you chose not to analyze the SharePoint configuration, neither the pre or post health check will be shown. Check the applicable Web Applications (or select all) that you want to deploy the App to, and then click Next. After the app is deployed, the App Deployment Health Check will run again (as mentioned, only if you chose to analyze the SharePoint configuration). When the Finished window appears, click the Finish button to complete the installation. See the Troubleshooting topic for information relating to the App Deployment WizardFor information on how to allow multiple K2 environments (e.g. both a Production and a Development environment) to connect to a SharePoint Farm, see the KB article: KB001632. App Deployment Health Check If the Analyze SharePoint Configuration before looking for app catalogs checkbox on the Welcome panel is selected, the App Deployment installer proceeds with the pre- and post- deployment health checks for on-premises installs and upgrades. The health check verifies that the settings required by the K2 for SharePoint App are correctly configured in a SharePoint on-premises environment. If the checkbox on the Welcome panel is not checked, the installer attempts to deploy the app without performing the health check. If no errors are encountered, you may continue. If errors are encountered, the health check should be run by starting the App Deployment wizard again and selecting the checkbox. The following checks are performed: Pre-deployment Health Check Check Description Execution User Required Permissions for Configuration Analysis Tasks This outputs a bullet list of permissions required to run these checks and upload the app to an app catalog. Verify the App Catalogs and Permissions Iterates all Web applications and searches for App Catalog site collections, checks that the user has contribute permissions, and SPShellAdmin Access to the web app’s database. Subscription Settings Service Application is available Check if the Subscription Settings Service Application is provisioned on the Farm and the related service is running. App Management Service Application Check if the App management Service Application is provisioned on the Farm and the related service is running.

Version We're updating some of our product names. K2 Five is now Nintex Automation. You may see both product names in our help pages while we make this change. K2 for SharePoint App Registration and Activation Do not use the K2 for SharePoint app from the App store, use the app that corresponds to your version of K2. To use the K2 for SharePoint app in your environment, you need to do the following: Deploy the app to your SharePoint app catalog.Run the registration wizard in the app catalog.Deploy the app to your site collections using the Manage App Deployments page in SharePoint.Activate the app on your site collections using the Manage App Activations page. If your SharePoint farm installation is distributed, you must run AppDeployment.exe on a SharePoint Application server that includes the Central Administration server or at least the SharePoint Management Shell. Keep in mind that you must install K2 for SharePoint on each app catalog and match its version to the version of your K2 server. The best way to do this is to copy the K2 for SharePoint Application Deployment.exe self-extracting file from your K2 installation source to your SharePoint server and then run it. You can delete these files once you’ve completed the K2 for SharePoint installation (also called AppDeployment). SharePoint On-premises Once K2 is installed, if the Setup Manager detects any SharePoint app catalogs, you are given the option to deploy the K2 Five for SharePoint App to the App Catalog by checking the check box on the Finished page. You can also run AppDeployment.exe from the setup folder ("%ProgramFiles%\K2\Setup") to start the App deployment Wizard. For SharePoint Online, tenant administration rights are required to register, deploy and activate the app on the app catalog site. Site Collection Administrator rights are needed to deploy and activate the app on site collections (online and on-premises). Installation steps After reading the App Deployment Welcome page and choosing whether or not you want to analyze the SharePoint configuration, click Next. On the K2 Server page, enter a K2 URL and click Next to continue. An example of a K2 server URL is: You can use the Test button to check the connection to the server. Before App deployment, if you chose to analyze the SharePoint configuration, the App Deployment Health Check shows a green tick for items that passed the check, a red cross for failures, a blue i for information, and a yellow exclamation point for a warning. You can export the results as a text file using the Export button. Selecting an item shows the results for that item in the right panel with additional information. Click Next to continue.If you chose not to analyze

Options for moving a list or library in SharePoint 2007One problem we seem to face in SharePoint is the ability to move a list or library. There are a few ways to accomplish this.Option 1 – Save as a template.Pros: Available with MOSS 2007 and WSS 3.0Cons: Time consuming, a lot of cleanup, metadata does not copy over.Option 2 – Move using Site AdministrationPros: Existing links to the documents will automatically be updated to new location. Metadata is retained. A nice option…when it works.Cons: Not available with WSS 3, you must have MOSS 2007. Must have publishing features enabled. Cannot move folders within a library. Only works within the same site collection. A lot of gotchas which will not let the copy/move happen.Option 3 – SharePoint Content Deployment Wizard (Free third party application)Pros: Easy to use. Most robust option. Quickest option. Can be used on MOSS 2007 and WSS 3.0Cons: Must be used on the SharePoint web server.Option 1: Save as a templateFor this example I will be using a document library, but the same will work for a list.When in your library, click on the Settings drop down button and select Document Library Settings.Click on Save document library as a template.Enter a descriptive file name, template name, and optional description.Include Content checkbox – For this example we will leave it off. The problem with this feature is that a template cannot be larger than 10 MB. If you are trying to move a list with very few entries, you might be able to check this box and move everything. You will know if it is too large because SharePoint will give you an error screen.Click on the OK button.Your new template will be located in the List Template Gallery on the top level site of the site collection. This

From the site collection. For information on how to allow multiple K2 environments (e.g. both a Production and a Development environment) to connect to a SharePoint Farm, see the KB001632. App Deployment Health Check If the Analyze SharePoint Configuration before looking for app catalogs check box on the Welcome page is selected, the App Deployment installer proceeds with the pre- and post-deployment health checks for on-premises installs and upgrades. The health check verifies that the settings required by the K2 for SharePoint App are correctly configured in a SharePoint on-premises environment. If the check box is not checked, the installer attempts to deploy the app without performing the health check. If no errors are encountered, you may continue. If errors are encountered, the health check should be run by starting the App Deployment wizard again and selecting the check box. The following checks are performed: Pre-deployment Health Check Check Description Execution User Required Permissions for Configuration Analysis Tasks A bullet list of permissions required to run these checks and upload the app to an app catalog. Verify the App Catalogs and Permissions Iterates all web applications and searches for App Catalog site collections, checks that the user has Contribute permissions, and SPShellAdmin Access to the web app’s database. Subscription Settings Service Application is available Check if the Subscription Settings Service Application is provisioned on the Farm and the related service is running. App Management Service Application Check if the App management Service Application is provisioned on the Farm and the related service is running. User Profile Tasks User Profile Service Application Query User Profile Service User Profile Sync Connection Task Check if the User Profile Service Application is provisioned on the Farm and the related service is running. Enumerates the User Profile service, produces the user count for each authentication mode found. Check that User Profile Synchronization is possible. App Domain Tasks SharePoint App Domain SharePoint App Site Subscription Name Ping SharePoint App Domain Test if the app domain has been set – this can be manually set in Central admin > Apps > Configure App URLS but only if subscription settings and app management services are provisioned and running. Test if the app prefix for the app domain has been set – this can be manually set in Central admin > Apps > Configure App URLS but only if subscription settings and app management services are provisioned and running. Executes a Test-Connection call to the app domain URL; pings the URL SharePoint Windows Services SharePoint Timer Service Checks that the SharePoint Timer Service is running. Post-deployment Health Check Check Description Server to server High Trust Verifies Root Authority Verifies Security Token Issuer Verifies K2 OAuth High Trust for SharePoint