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KWizCom Corporation User & Group Redirection Web Part User Guide

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Page 1: SharePoint Repeating Rows Field Type user guide€¦ · WSS 3.0 or SharePoint Server 2007 SP2 ... evaluation version is fully functional for 30 days. Further details about product

KWizCom Corporation

User & Group Redirection Web

Part

User Guide

Page 2: SharePoint Repeating Rows Field Type user guide€¦ · WSS 3.0 or SharePoint Server 2007 SP2 ... evaluation version is fully functional for 30 days. Further details about product

KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 2 of 22

Copyright © 2005-2012 KWizCom Corporation. All rights reserved.

Company Headquarters

KWizCom

50 McIntosh Drive, Unit 109

Markham, Ontario

ON L3R 9T3, Canada

E-mail: [email protected]

Web site: http://www.kwizcom.com

Sales

E-mail: [email protected]

Telephone: +1-905-370-0333

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KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 3 of 22

CONTENTS

Contents ........................................................................................................................................................................ 3

introduction ................................................................................................................................................................... 5

General ...................................................................................................................................................................... 5

Product Overview .......................................................................................................................................................... 6

Why did we build it? .................................................................................................................................................. 6

Key Features .............................................................................................................................................................. 6

Installation Guide .......................................................................................................................................................... 8

Software Requirements ............................................................................................................................................. 8

Server Requirements ............................................................................................................................................. 8

Client Requirements .............................................................................................................................................. 8

Installation Procedure ............................................................................................................................................... 8

SharePoint 2007 .................................................................................................................................................... 8

SharePoint 2010 .................................................................................................................................................... 8

post Installation ....................................................................................................................................................... 10

SharePoint 2007 .................................................................................................................................................. 10

SharePoint 2010 .................................................................................................................................................. 10

Un-Installation Procedure........................................................................................................................................ 10

SharePoint 2007 .................................................................................................................................................. 10

SharePoint 2010 .................................................................................................................................................. 10

Administration Guide .................................................................................................................................................. 11

Product Activation ................................................................................................................................................... 11

SharePoint 2007 .................................................................................................................................................. 11

SharePoint 2010 .................................................................................................................................................. 12

Configuring the SharePoint User & Group Redirection web part ............................................................................ 16

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KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 4 of 22

General ................................................................................................................................................................ 16

Step 1: Add the web part to the page ................................................................................................................. 16

Step 2: Configure redirection rules ...................................................................................................................... 17

Administrative Redirection Bypass .......................................................................................................................... 19

FAQ .............................................................................................................................................................................. 20

What is The “SharePoint User & Group Redirection web part”? ............................................................................ 20

Which SharePoint editions are supported by this product? .................................................................................... 20

Can I use the product with browsers other than Microsoft Internet Explorer? ...................................................... 20

Version Release Notes ................................................................................................................................................. 21

Version History ........................................................................................................................................................ 21

Technical Support ........................................................................................................................................................ 22

Page 5: SharePoint Repeating Rows Field Type user guide€¦ · WSS 3.0 or SharePoint Server 2007 SP2 ... evaluation version is fully functional for 30 days. Further details about product

KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 5 of 22

INTRODUCTION

GENERAL

This document provides all the information needed to install, evaluate and deploy this KWizCom

product:

Introduction

Installation Guide

Administrator Guide

User Guide

FAQ

Version Release Notes

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KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 6 of 22

PRODUCT OVERVIEW

The SharePoint User & Group Redirection web part provides a simple and quick way to redirect

particular users and/or users in selected SharePoint or Active Directory groups (or combinations

of groups) away from a selected page to an alternative page.

It enables the administrator to insert the web part on any page in the portal/Internet website

and configure flexible redirection rules, each applies to specific users/groups and redirects to a

different page/site.

WHY DID WE BUILD IT?

Many Extranet and Internet website require granting specific users/groups access to some pages while

restricting them from accessing other pages. Instead of displaying the “Access Denied” pages you can simply redirect certain users to their relevant pages.

Easily allow your customers & partners collaborate in your extranet environment, or allow anonymous

users access only specific pages on your Extranet.

KEY FEATURES

Feature SharePoint User

& Group

Redirection

web part

SharePoint

2007/2010

Allows the portal administrator to specify a list of users that

should be redirected to another page or site.

Each user can be redirected to a different redirect page. √

Restrict selected cross-site group members' access to a specific

site/page.

Restrict selected Active Directory group members' access to a

specific site/page.

Redirect AD/cross-site SharePoint group members' to an

alternate page

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KWizCom User & Group Redirection Web Part User Guide

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Redirect multiple SharePoint/AD groups and specific users √

Redirect anonymous users to a specified page √

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KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 8 of 22

INSTALLATION GUIDE

SOFTWARE REQUIREMENTS

SERVER REQUIREMENTS

WSS 3.0 or SharePoint Server 2007 SP2

SharePoint Server/Foundation 2010

CLIENT REQUIREMENTS

Microsoft Internet Explorer 8.0 +, Firefox (latest version), Google Chrome (latest version), Safari

(Latest version).

Windows Vista/7.

INSTALLATION PROCEDURE

SHAREPOINT 2007

1. Log in as SharePoint administrator account to your SharePoint front-end server.

2. Download the product’s latest evaluation version from KWizCom’s internet web site. This evaluation version is fully functional for 30 days. Further details about product activation can be

found in the Administrator guide (next section).

3. Unzip the product’s zip file on your SharePoint server.

4. Double-click the .msi file in order to begin the web installation.

5. When the installation process is complete it will recycle all application pools automatically.

SHAREPOINT 2010

1. Log in as SharePoint administrator account to your SharePoint front-end server.

2. Download the product’s latest evaluation version (zip file) from KWizCom’s internet web site. This evaluation version is fully functional for 30 days.

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KWizCom User & Group Redirection Web Part User Guide

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3. Download the KWizCom SharePoint Foundation zip file:

http://www.kwizcom.com/objects/KWizCom%20SharePoint%202010%20Foundation/KWizCom

%20SharePoint%20Foundation.zip

REMARK:

KWizCom SharePoint Foundation is a WSP package that includes all KWizCom’s shared utilities and licensing modules for SharePoint 2010.

4. Extract both zip files’ content into the same folder on your SharePoint’s disk. You will need now to install and deploy these standard SharePoint WSP packages. This can be

done by using SharePoint’s stsadm/Pwershell tools, according to Microsoft’s guidelines for installing WSP packages.

5. For a much quicker automatic installation, right-click the Powershell script file “SP-

WSPsInstaller.ps1” and select “Run with Powershell”. This will start the automatic installation and deployment process.

6. At the end of the installation process, you should see all packages deployed in the Central Admin

“Server Solutions” page, and the KWizCom SharePoint Foundation package should be deployed

also in the Central Admin web application.

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KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 10 of 22

POST INSTALLATION

SHAREPOINT 2007

1. After completing the installation, you will see a new KWizCom entry in Windows Start -> All

Programs -> KWizCom-> KWizCom SharePoint User & Group Redirection web part

2. Activate the SharePoint User & Group Redirection web part site collection feature to make the

web part available in the site collection.

SHAREPOINT 2010

1. Activate the SharePoint User & Group Redirection web part site collection feature to make the

web part available in the site collection.

UN-INSTALLATION PROCEDURE

SHAREPOINT 2007

1. Log in as local admin to your SharePoint front-end server.

1. Go to Control Panel and double-click Add or Remove Programs.

2. Select SharePoint User & Group Redirection web part entry and click Remove button.

3. Click Yes to approve the removal of the component.

4. Once the product was un-installed, close the Add or Remove Programs screen.

SHAREPOINT 2010

1. Retract the solution using SharePoint central admin or by using stsadm/powershell command

line.

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KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 11 of 22

ADMINISTRATION GUIDE

This section describes all administration activities including: product localization, product configuration

and customization.

PRODUCT ACTIVATION

KWizCom products are available for evaluation prior to purchase.

This way you can try our components and verify that they indeed meet your needs. Each evaluation

version contains all features of the component's production version. The only difference between the

versions is that the evaluation version is time-limited and will operate for a period of one month.

Once you decide to purchase a KWizCom component you will need to order and then to activate the

product. The steps that need to be taken next are listed below.

SHAREPOINT 2007

1. Order the product on the KWizCom website – www.KWizCom.com, or contact our sales team at

[email protected].

2. After the order was made, activate your installed evaluation version through the Product

Activation Request page on KWizCom’s web site: http://www.kwizcom.com/ProductReg.

You will have to copy your Product Code (you will see the product code on the "About" product

page):

Product Code

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KWizCom User & Group Redirection Web Part User Guide

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3. Get the component activation key – this key will be sent to you by email once your order is

processed.

4. Activate your installed evaluation version -

click Start -> All Programs -> KWizCom -> KWizCom SharePoint User & Group Redirection web

part -> Activate SharePoint User & Group Redirection web part.

SHAREPOINT 2010

1. Order the product on the KWizCom website – www.KWizCom.com, or contact our sales team at

[email protected].

2. After the order was made, you can activate your installed evaluation version. Activation is done

by the following steps:

a. Open SharePoint Central Admin. On the main “Central Administration” page, you will see the “KWizCom Features Administration” icon:

b. Click the KWizCom Features Administration icon. You will be redirected to a page that

allows you to manage all your installed KWizCom products’ licenses:

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KWizCom User & Group Redirection Web Part User Guide

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c. Click the “Manage License” link next to the product that you wish to activate. You will be redirected to that product’s license management page:

d. Click on the “Request product code and start your evaluation now” link, under the required license type (Farm, Web application, Site Collection).

A product code will be generated and displayed as in the following screenshot:

Page 14: SharePoint Repeating Rows Field Type user guide€¦ · WSS 3.0 or SharePoint Server 2007 SP2 ... evaluation version is fully functional for 30 days. Further details about product

KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 14 of 22

e. Copy the product code.

f. Browse the Product Activation Request page on KWizCom’s web site: http://www.kwizcom.com/ProductReg.

Copy your Product Code into the “Product Code” field, and after you fill-out all other

form fields, click “Send Activation Request button.

Page 15: SharePoint Repeating Rows Field Type user guide€¦ · WSS 3.0 or SharePoint Server 2007 SP2 ... evaluation version is fully functional for 30 days. Further details about product

KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 15 of 22

g. Once your order is confirmed, you will receive the Activation Code for your product by

email.

h. Copy the activation code into the “Activation Code” field in the product’s license management page and click “Activate now!” link.

That’s it! Your product is now fully activated.

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KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 16 of 22

CONFIGURING THE SHAREPOINT USER & GROUP REDIRECTION WEB PART

GENERAL

The following section provides a step-by-step guide on how to configure the SharePoint User & Group

Redirection web part to redirect selected users and/or groups from a page to another page.

STEP 1: ADD THE WEB PART TO THE PAGE

Add the web part to the page from which you wish to automatically redirect some users and/or groups.

After you add the web part to the page, you will see the following message displayed on the web part:

Click the “open the tool pane” link to configure the web part.

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KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 17 of 22

STEP 2: CONFIGURE REDIRECTION RULES

When you open the web part’s tool pane you will see the following fields:

The tool pane allows you to create Redirection Rules; each redirection rule is a criteria that defines to

which page a set of user/s and/or group/s should be redirected to.

In run-time, the web part evaluates all the configured redirection rules according to their priority. The 1st

redirection rule that matches the current user’s credentials will be applied.

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KWizCom User & Group Redirection Web Part User Guide

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The following table describes each of the tool pane’s fields:

Field Name Explanation

Priority Type a positive integer that represents the priority of a redirection rule.

(The highest priority is 1)

In run-time rules are evaluated in order according to their priority (from

high to low).

Operator This field with the one following (“User/Groups”) enables you to define

the target users/groups to which this redirection rule will apply.

Choose “Is” if you want this rule to apply to users that are included in the

defined set of users/groups.

Choose “Is Not” if you want this rule to apply to users that are not

included in the defined set of users/groups.

Users/Groups Type a “;” delimited list of usernames and SharePoint/AD groups.

If you leave this field empty, the redirection rule will apply to all users.

Redirect to Type a valid url of a page/site to which users should be redirected.

Validate Click this button to validate the typed url. Validation does not check if

the url is available, but only checks if it is a valid http format.

You can also type a relative url.

Add redirection rule Click this button to add the new defined redirection rule to the

redirection rules grid.

Redirection rules grid This is where you can see all defined redirection rules. You can also

edit/delete selected rules.

Once you finished configuring your redirection rules, click Apply/OK buttons to save your changes.

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KWizCom User & Group Redirection Web Part User Guide

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ADMINISTRATIVE REDIRECTION BYPASS

As a site’s owner you can bypass configured redirection rules when trying to access a page by adding the

“redirect=false” parameter to the page’s querystring.

This enables the site administrator to access and edit a page even if any of the redirection rules

configured on this page apply to him.

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KWizCom User & Group Redirection Web Part User Guide

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FAQ

WHAT IS THE “SHAREPOINT USER & GROUP REDIRECTION WEB PART”?

This is a web part that enables site administrators to redirect specific users and/or groups from a

selected page to another page, without having to maintain page-level permissions, and without having

to display “Access Denied” pages to those users.

WHICH SHAREPOINT EDITIONS ARE SUPPORTED BY THIS PRODUCT?

All 2007/2010 editions: WSS 3.0 /Foundation Server and MOSS 2007/SharePoint 2010 Server.

CAN I USE THE PRODUCT WITH BROWSERS OTHER THAN MICROSOFT INTERNET EXPLORER?

Yes!

You can use the product with additional browsers such as Firefox and Google Chrome.

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KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 21 of 22

VERSION RELEASE NOTES

Primary Software

Version 1.1.00 (SharePoint 2007)

11.1.00 (SharePoint 2010)

Base Version n/a

Release Date Jan-02-2012

Sub-Modules

Module Version

n/a

VERSION HISTORY

CR# Description

Version 1.1.00. 11.1.00, Jan-02-2012 – Base version

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KWizCom User & Group Redirection Web Part User Guide

Copyright © 2005-2012 KWizCom Corp. All rights reserved. www.kwizcom.com | Page 22 of 22

TECHNICAL SUPPORT

You can obtain technical support using any of the following methods:

The KWizCom Web site

The KWizCom website: www.KWizCom.com contains up-to-date, valuable information, including:

Answers to frequently asked questions (FAQ's) about our products – usability and technical questions.

Product updates, which provide you with bug fixes and new features.

The Web Form

For technical support through the Internet, please complete and submit our support web form on our web site.

For more information on technical support, please review our support programs page.

KWizCom's global network of experts is always standing by, waiting to provide a rapid response for each customer

query.