AA OrgChart v3.0 User’s Guide

AA OrgChart v3.0 User’s Guide (used in Microsoft SharePoint Foundation 2013 and SharePoint 2013)

SharePoint Solution for Corporate Organizational Chart

AASoftech Inc. http://www.aasoftech.com [email protected]

September 22, 2030 AASoftech Inc. http://www.aasoftech.com

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AA OrgChart v3.0 User’s Guide

Contents AA OrgChart v3.0 User’s Guide (used in Microsoft SharePoint Foundation 2013 and SharePoint 2013) ........................................................................................... i SharePoint Solution for Corporate Organizational Chart ........................................ i Chapter 1: General Overview ....................................................................................... 1-1 Overview:................................................................................................................................... 1-1 AA OrgChart Solution version 3.0 Features: ............................................................................ 1-3 Employee Locator Web Part: .................................................................................................... 1-4

How to use Employee Locator in stand-alone mode (no connection to OrgChart Web part) ................................................................................................................. 1-7 How to change the data field of the search results in the Employee Locator ....... 1-9 “Link Column” in Employee Locator ....................................................................... 1-11 Changing the appearance of “Employee Locator” web part ................................ 1-12 Employee Navigator Web Part: ............................................................................................... 1-16 OrgChart Web Part: ................................................................................................................. 1-17

Zooming in OrgChart: ............................................................................................ 1-18 How to Browse “OrgChart” web part: ................................................................... 1-19 How to use your own fields in the AA OrgChart Web part: .................................1-20 How to change the looks of “OrgChart” web part: ............................................... 1-22 Sorting in OrgChart: .............................................................................................. 1-25 Chapter 2: How to Install “AA OrgChart” Solution in Microsoft SharePoint Foundation ................................................................................................................... 2-26

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Chapter 3: How to Uninstall “AA OrgChart” Solution from Microsoft SharePoint Foundadtion ................................................................................................................. 3-33 Chapter 4: How to use Tool Panel for “AA OrgChart” Web Parts ...................... 4-35 Display “PreferredName’, “Title”, “Department”, “WorkEmail”, “Workphone”, “Cellphone”, “PictureURL” fields: ..................................................................................................................4-38 Expanded Chart Display: ........................................................................................................4-38 Enter the Node ID of the employee to browse: .....................................................................4-38 Enter Chart Type: ...................................................................................................................4-38

Chapter 5: How to Print “OrgChart” Web Part. ..................................................... 5-40 Chapter 6: XML data format used in “AA OrgChart” Web Parts. ....................... 6-47 Following are elements used in the XML data. ......................................................................6-48

Chapter 7: How to generate XML input data for “AA OrgChart” Web Parts. .. 7-49 Chapter 8: How to Connect “AA OrgChart” to UserProfile (SharePoint 2013 users only). .................................................................................................................. 8-50 Connecting “Employee Locator” WebPart to user profile: .................................................... 8-50 Connecting “OrgChart” WebPart to user profile: ................................................................... 8-51 Connecting “Employee Navigator” WebPart to user profile:..................................................8-53 How to find the user account in User Profile: ........................................................................8-55 Update Permissions for end users: ........................................................................................8-57 Displaying Multi Managers in “OrgChart” and “Employee Navigator”: ..................................8-59

Chapter 9: How to Connect “AA OrgChart” to SharePoint List. ......................... 9-63 Creating SharePoint List: ........................................................................................................9-63

SharePoint List rules: ............................................................................................ 9-63

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Connecting “Employee Locator” WebPart to SharePoint List: ...............................................9-64 Connecting “OrgChart” WebPart to SharePoint List: .............................................................9-65 Connecting “Employee Navigator” WebPart to SharePoint List: ............................................9-67

Chapter 10: How to get information from Active directory. ............................. 10-68 Chapter 11: How to link OrgChart Webpart to another site. ............................ 11-72 Link “OrgChart” Web part to another site. ............................................................................11-72 Link “OrgChart” web part to My Site (SharePoint Server 2013 users only). ........................11-73

Chapter 12: Release Note.......................................................................................... 12-75

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Chapter 1: General Overview Overview: It is commonly accepted that information can be better understood and digested visually rather than in verbal or written form. AASoftech’s organization charting products provide an intuitive and concise method to communicate organizational structure to executives, employees and senior managers. When employing AASoftech’s organization chart products, employees will be able to assess their organization’s human resources and respond accordingly to different organizational situations given available resources. AA OrgChart comprises of a very simple and intuitive user interface that allows one to search, locate, navigate, and retrieve essential contact information of employees and managers. It also allows one to view the hierarchy of an organization. AA OrgChart consists of three connected web parts (“Employee Locator”, “Employee Navigator” and “OrgChart”) that together provide the contact information and reporting structure of an organization. AA OrgChart can be used in Windows SharePoint Foundation 2013 and SharePoint 2013. AA OrgChart is an HR solution used to create corporate organizational charts based on XML input data. It allows you to automatically examine your current employees’ information in an outlined format in an organization chart. AA OrgChart can directly connect to SharePoint User Profile on SharePoint Server 2013. AA OrgChart can directly connect to SharePoint List.

AASoftech Inc. http://www.aasoftech.com

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AA OrgChart supports XML standard data format that can be extracted from different databases (SQL, Oracle, DB2, Access and SharePoint List) or other files such as Excel. This allows organizations with different sizes to utilize their existing HR products (PeopleSoft, SAPs…) by providing input file for these web parts in XML format. Once created, the application can retrieve the organizational data formatted in a chart for the selected individual and his/her subordinates, superiors, and associated employees on the right hand side of the screen by the user simply clicking on the desired person. The following figure shows a snapshot of web parts after installation:

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AA OrgChart Solution version 3.0 Features: AA OrgChart consists of three Web Parts Components. 

Employee Locator WebPart o Full Control on chart display. o Can locate your employee within your Organization. o Can navigate the chart starting at the employee you have just located. o Can define columns for the Search results.



Employee Navigator WebPart o Can navigate the Organization data in tree format o Can navigate the chart starting at the employee you have located in tree structure.



OrgChart WebPart o Full Control on chart display. 1-3

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o Can display chart in Horizontal format. o Can display chart in three-level format. o Can display chart in Matrix format. o Can browse chart from specific Manager o Can display up to 11 data fields in the Chart o Can display OrgChart in any Sort Order of the existing fields o Can display OrgChart in different styles

Employee Locator Web Part: "Employee Locator” is a stand-alone web part that can be used to find the employee(s) from your XML Organizational Data.

Using "Employee Locator” Web Part you can locate employee by: PreferredName Title Department WorkEmail Workphone Just simply use the “Search By’ Drop down list.

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From the “Employee Locator” Tool Pane, you can replace the above fields by your data fields. Just simply open the Tool Pane and type the data field you want displayed in the search results:

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“Employee Locator” Tool Pane.

From the Tool Pane you can also indicate the xml file containing the data that you would like to search on. (For SharePoint Sever users you will pass the site URL address to connect to user profile.) Just type the name of the xml file or site URL address (for SharePoint Server 2013 to connect to user profile) under “Data Source Location”.

When you are done with the settings of “Employee Locator”, type the phrase that you want to search and press enter. You will get the list of employees within your Search Criteria.

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"Employee Locator” web part can connect to “OrgChart” web part to navigate the chart starting at the employee that you have just found. When web part is connected to OrgChart web part you can navigate employee info in the OrgChart web part by clicking on the last Column “Chart” in the above web part. How to use Employee Locator in stand-alone mode (no connection to OrgChart Web part) Within "Employee Locator” tool pane, there is a property (called “Visible Chart Column”). This property is checked by default.

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If you uncheck this property, the “Chart” column (last column in the search result) will no longer be visible. Here is a screenshot after you uncheck “Visible Chart Column”.

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As you see last column is no longer “Chart” link.

How to change the data field of the search results in the Employee Locator If you are using different fields that the application has provided for you, you can change the data field of the search results. In the Employee Locator, there are seven additional properties to redefine the data fields of the “Employee Locator” search results. They are called “Column 1” and “Column 1 Header” (for the Header), “Column 2” and “Column 2 Header” (for Header), etc.

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You can edit the corresponding columns with a name of your data fields.

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“Link Column” in Employee Locator “Link Column” is an additional and optional column to link Employee Locator to another page of your web site. Suppose you want to display “Employee Locator” in the home page and “OrgChart” Web part in HR page. Also suppose you would like, when clicking on the “Employee Locator”, not only does the application launch the HR page, but the OrgChart Web part also displays Orgchart starting from that specific employee. “Link Column” is used for this purpose. To link “Employee Locator” from one page to “Orgchart” on other page you need to ensure that the Employee Locator property “Visible Column” from the tool pane is checked.. You also need to set the “Link Text” and “Link Column Target” from the tool pane. “Link Text” is the text you want to view in the search result. “Link Column Target” is the target URL you want to redirect the page to. When the redirect happens, the ORG_ID of the person is passed to the Target page as part of the Querystring. “OrgChart” web part receives the ORG_ID and displays the chart from that employee onwards. On the following example if the user clicks on RAMZI,S.SARAH Detail link, the application redirects to the other page (where “OrgChart” web part is) and displays the chart starting from RAMZI,S.SARAH.

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The text “Detail” on the above screen is the “Link Text” defined in the tool pane. The following screen shows how the "Tool pane" link property of the above result is set.

Changing the appearance of “Employee Locator” web part “Employee Locator” uses the EmployeeLocator.xslt file for displaying the results. By using EmployeeLocator.xslt you have full control over the Employee Locator result list. EmployeeLocator.xslt is located in the C:\Program Files\Common Files\microsoft shared\Web Server Extensions\15\TEMPLATE\LAYOUTS\AAOrgChart directory.

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You can select which columns to display using the Employee Locator tool pane. If you want to remove certain columns in the query result, you can delete them from EmployeeLocator.xslt file. The following is the section of code in EmployeeLocator.xslt that displays specific columns in query result: 1-13

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The parameter $Userprofile is defined to specify if the Webpart is connected to user profile or data.xml. The default value of $Userprofile is zero. The parameter is set automatically from the DLL. If you want to eliminate a column, you also need to delete the corresponding header. Following is code related to displaying a specific header in the xslt file. javascript:setCurrentPageNo('');__doPostBack('','Sort')

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AA OrgChart 3.0 User’s Guide javascript:setCurrentPageNo('');__doPostBack('' ,'Sort'); javascript:setCurrentPageNo('');__doPostBack('' ,'Sort') javascript:setCurrentPageNo('');__doPostBack('' ,'Sort'); javascript:setCurrentPageNo('');__doPostBack('' ,'Sort'); javascript:setCurrentPageNo('');__doPostBack('' ,'Sort');

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You can also change the font color or add JavaScript to load other pages within EmployeeLocator.xslt file.

Employee Navigator Web Part: "Employee Navigator” is a stand alone web part that can be used to navigate corporate employee(s) from your XML Organizational Data in tree format.

By clicking on the “+” and “-“ signs you can expand and collapse the tree and drill down the data as much as you like.

You can define the display field of “Employee Navigator” from the Tool Pane. You can also set the XML file used by “Employee Navigator” using the Tool Pane.

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If you want to browse the data starting with a specific Employee, simply add the ORG_ID of the employee in the Tool Pane.

OrgChart Web Part: "OrgChart” is a stand alone web part that can be used to display corporate employees in the Organizational Chart format.

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By clicking on

or

icons you can navigate the chart.

Zooming in OrgChart: You can use the “Zoom” functionality to view more or less employees within your frame.

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How to Browse “OrgChart” web part: Orgchart can accept NodeID from the Query string. Suppose you want to launch OrgChart site from the other site and suppose you want to navigate the chart from the specific Manager. You can launch Orgchart site by passing NodeID to the page. For example, if you want to launch OrgChart site and retrieve the chart from NodeID=1 you can invoke the site by using the following URL:

http://wss2:85/default.aspx?NodeID=1 On the following screen, since the NodeID=1 is added to the query string, the orgchart Webpart retrieves data from Employee with ORG_ID = 1

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How to use your own fields in the AA OrgChart Web part: Sample Data.xml, that comes with AA OrgChart Web part, uses the following fields: PreferredName Title Department Workphone PictureURL WorkEmail Cellphone ORG_ID MGR_ID (ORG_ID and MGR_ID are key fields representing employeeid and supervisorid) You can use your own field name in the Orgchart web part (except ORG_ID and MGR_ID). In order to do so, your data.xml should have the fields that you want to display. Simply go to the Orgchart tool pane and write the name of the fields you want to display. For example, if you have a field called “FullName” instead of “PreferredName”, change the FirstFieldfrom “PreferredName” to FullName” on the following screen. You can also decide whether you want to have the field displayed or not. For example if you don’t want to display “Job Title” on the following screen, uncheck “Display Second Field”.

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There are 4 extra fields available in the “OrgChart” Web part that can be used. By default these fields are invisible, but you can change the settings in the Tool Pane. If your data fields are different from the fields defined in the “OrgChart” Web part, you can change it using Tool Pane. You can also make each of them visible or invisible.

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How to change the looks of “OrgChart” web part: “OrgChart” web parts uses different xslt files for different charts. You can add your own Java script in these files to launch other pages. The xslt files are located at: C:\Program Files\Common Files\microsoft shared\Web Server Extensions\15\TEMPLATE\LAYOUTS\AAOrgChart directory.

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You can open xslt files and adjust it to your needs. There are two additional xslt files called “MatrixNewStyle.xslt” and “HorizentalNewStyle.xslt”. This samples are based on “Matrix.xslt” and Horizental.xslt” but they show how you can modify an xslt file to see the chart in different style. In order to use the new styles, create backups called "matrix.xslt" and "horizontal.xslt" to "matrix.xslt.old" and "horizontal.xslt.old" and rename “MatrixNewStyle.xslt” to “Matrix.xslt” and “HorizentalNewStyle.xslt” to “horizontal.xslt”. The following are screen shots of Orgchart when it uses “MatrixNewStyle.xslt”. (“MatrixNewStyle.xslt” was already renamed to “Matrix.xslt”)

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You can also write additional Java script on the xslt files to link “OrgChart” Web Part to other applications or SharePoint site.

You can also go to the Tool Pane and define the Chart Display of your OrgChart by selecting the desired Chart Display:

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Sorting in OrgChart: You can sort Orgchart by selecting one of the existing fields defined in the tool pane. You can use “Sort Field” to define the sort field and “Choose Sort Order” from the tool pane as seen below.

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Chapter 2: How to Install “AA OrgChart” Solution in Microsoft SharePoint Foundation

To install “AA OrgChart” do following steps: Step 1: Add-SPSolution "C:\Users\Administrator\Documents\Visual Studio 2012\Projects\AAOrgChart\bin\Release\AAOrgChart.wsp" Install-SPSolution –Identity AAOrgChart.wsp –WebApplication http://c4968397007 GACDeployment Step 2: Activate OrgChart Feature. Enable-SPFeature -Identity AAOrgChart_AAOrgChart -URL http://c4968397007 Step 3: Add Web Parts: You can go to Edit Page and Click on Insert and then Web Part to see the following screen.

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When you click on Custom Categories in above you will see 3 Webparts. Select AAOrgChart_EmployeeNavigator and AAOrgChart_OrgChart and click on Add.

Those web parts are added to the page.

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Before you add AAOrgChart_EmployeeLocator, you should do the following of settings in the server. New version of AAOrgChart_EmployeeLocator is using session state (HttpContext.Current.Session variable) . This is not supported by default web.config file setting for your web application. You need to open Web.config file of your web application. (Make a backup of it first).

Now open Web.config file and add the following: The above should be added between 2-28

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Also Enable session state for all the pages in the Web application by: Probably the above is set to False in your site. So change enableSessionState to true. Save Web.Config file and close it. THEN, you must go into your web application and add the same session state module to the IIS7 managed pipeline. 3.1 Open IIS 7 manager, and find your web application.

3.2. Double click "Modules" in the IIS section. 3.3. Click "Add Managed Module..." on the right hand pane.

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3.4. In the Add Managed Module dialog, enter "SessionState" or something like that for the name, and choose the following item from the dropdown: System.Web.SessionState.SessionStateModule, System.Web, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b03f5f7f11d50a3a After that, session state should be enabled for your web app/web service!

Do IISRESET. 2-30

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Now you can Add AAOrgChart_EmployeeLocator to the page.

Step 4: Connect Web Parts: As a final step, you need to connect Employee Locator and Employee Navigator web parts to OrgChart web part. To connect Employee Navigator Web Part to OrgChart Web Part, click on Edit button of Employee Navigator web part and select Connections, then select Provides cell to and select OrgChart.

Repeat the above step to connect Employee Navigator Web Part to OrgChart Web Part. 2-31

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After you are finished click on Stop Editing.

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Chapter 3: How to Uninstall “AA OrgChart” Solution from Microsoft SharePoint Foundadtion To Uninstall “AA OrgChart”, perform the following steps: Step 1: Go to the page where you have added the three web parts. Go to Design page. Click on edit icon on each web part and delete each web part from the page. (Do not close web parts but delete them). Following screen shows “Delete” option from drop down menu. Again, do not select “Close”; select “Delete”.

Step 2:

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From the command prompt enter “IISRESET”. Step 3: From SharePoint 2013 Management Shell type the following command: Uninstall-SPUserSolution -Identity AAOrgChart.wsp Remove-SPSolution -Identity AAOrgChart.wsp

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Chapter 4: How to use Tool Panel for “AA OrgChart” Web Parts

From the Tool Panel of each web part you can modify the web part. To do so, click on the down arrow image on “Employee Navigator” frame (as an example) and click on “Edit Web Part”.

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You can change the title and other properties of the web part.

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In the OrgChart web part you can also set the following additional properties:

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Display “PreferredName’, “Title”, “Department”, “WorkEmail”, “Workphone”, “Cellphone”, “PictureURL” fields: By selecting any of the above check boxes you have the application display the corresponding field. All above fields are checked by default, but you can uncheck them if you do not want to display them on the screen. To do so, uncheck the check box and click on Apply. You can also use your own field name. You need to make sure the field name defined here matches with your data.xml.

Expanded Chart Display: By selecting “Expanded Chart Display” you can see the chart in expanded format.

Enter the Node ID of the employee to browse: You can navigate the chart starting at a specific node. To do so, you need to enter the Employee ID of the employee you would like to start navigating from. The Employee ID should be a valid ID existing in the XML data.

Enter Chart Type: By selecting the appropriate Chart Display, the Orgchart is displayed in the following format Chart Display Three levels Horizontal Matrix

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Chapter 5: How to Print “OrgChart” Web Part. From “AA OrgChart Web Part” page, click on “Site Actions” and then “Edit Page”.

Click on “Add Web part”, and in the “Add Web Parts” pop-up window click on “HTML Form Web Part”.

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On the HTML Form Web part Content editor web part, click on “Edit Web Part”

On the HTML Form web part tool pane, click on “Source Editor”:

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On the Source Editor, paste the following code:



//Controls which Web Part or zone to print var WebPartElementID = "divChart";

//Function to print Web Part function PrintWebPart() { var bolWebPartFound = false; if (document.getElementById != null) { //Create html to print in new window var PrintingHTML = '\n\n'; //Take data from Head Tag if (document.getElementsByTagName != null) { var HeadData= document.getElementsByTagName("HEAD"); if (HeadData.length > 0) PrintingHTML += HeadData[0].innerHTML;

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} PrintingHTML += '\n\n\n'; var WebPartData = document.getElementById(WebPartElementID); if (WebPartData != null) { PrintingHTML += WebPartData.innerHTML; bolWebPartFound = true; } else { bolWebPartFound = false; alert ('Cannot Find Web Part'); } } PrintingHTML += '\n\n'; //Open new window to print if (bolWebPartFound) { var PrintingWindow = window.open("","PrintWebPart", "toolbar,width=800,height=600,scrollbars,resizable,menubar"); PrintingWindow.document.open(); PrintingWindow.document.write(PrintingHTML); // Open Print Window

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PrintingWindow.print(); } }

Click on “Save” button. On both HTML Form Web Part and under Appearance, change the “Title” to “Print OrgChart”. 5-44

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Click on “OK” in the tool pane and exit design mode.

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Now click on the Print button. You will see Orgchart web part in a new browser.

Note: Please keep in mind the navigation doesn’t work on the “Print” window. You can use browser print function to print the “OrgChart” web part only.

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Chapter 6: XML data format used in “AA OrgChart” Web Parts. “AA OrgChart” uses following XML data format as input file. (XML data format for the previous release was attribute base). Following is the XML data used in “AA OrgChart”.

9 1 1 47611 ANZEVINO,SHERI SR MGR SERVICE DELIVERY [email protected] 123-456-7890 False /_layouts/15/AAOrgChart/HRData/images/Edward.jpg 987-654-3210 Building 1 Room 203 Pager 12 0 1 47611 57828 ANZEVINO,SHERI STAFF ADMIN II Netpro Development [email protected] 123-456-7890 False /_layouts/15/AAOrgChart/HRData/images/not_img.jpg 987-654-3210 Building 2 Room 204 Pager 14



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Following are elements used in the XML data. MGR_ID: SupervisorID field used within the application. ORG_ID: EmployeeID field used within the application. PreferredName: Employee Name Secretary: Set to either true or false to define if the employee is a secretary Title: Employee Job Title Deprtment: Employee Department Name WorkEmail: Employee Email Workphone: Employee Telephone Cellphone: Employee Cellphone PictureURL: html image tag to reference Employee Picture, such as : “” ChildCount: Value 1 or 0 to show if the employee is a manager. HasParent: Value 1 or 0 to show if the employee has a manager. ExtraField1: Additional field 1 can be set by client. ExtraField2: Additional field 2 can be set by client. ExtraField3: Additional field 3 can be set by client. ExtraField4: Additional field 4 can be set by client.

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Chapter 7: How to generate XML input data for “AA OrgChart” Web Parts. If you have SharePoint Server 2013 you can connect to UserProfile directly following the next section. If you don’t have SharePoint Server 2013 (Microsoft SharePoint Foundation) you can use “AA Adaptor 2.2” to generate XML data used by the “AA OrgChart Web Part”. “AA Adaptor” is an application that can connect to your database or active directory, excel file, or SharePoint list to create XML file. For more information go to: http://www.aasoftech.com/Products/orgchartwebpart/ActiveDirectoryOrgChart.asp

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Chapter 8: How to Connect “AA OrgChart” to UserProfile (SharePoint 2013 users only). This section of the document describes how to connect three WebParts directly to SharePoint UserProfile. This section applies only to clients who are using SharePoint Server 2013. If you don’t have SharePoint Server 2013 (Microsoft SharePoint Foundation users) you need to use AAAdaptor to connect to your data source. To get information about AAAdaptor refer to the previous chapter.

Connecting “Employee Locator” WebPart to user profile: Go to the “Employee Locator” tool pane. From “Employee Locator” tool pane set the value of “Choose Search DataSource” Drop down to “UserProfile”. On “Data Source Location” replace the data.xml path with the URL of the site that you want to get UserProfile from.

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http://c4968397007 is the URL of the current page. Click on OK button. Refresh the page and start searching on your user profile data.

Connecting “OrgChart” WebPart to user profile: Go to “OrgChart” tool pane.

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From “OrgChart” tool pane set the value of “Choose Chart DataSource” Drop down to “UserProfile”. On “Data Source Location” replace the data.xml path with the URL of the site that you want to get UserProfile from. On “Node ID” section enter the user account of the person that you would like to set to the root of the OrgChart.

Note:

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The User Account should be the domain\userid of the person. This account is case sensitive. To find out the correct User Account refer to “How to find the user account in User Profile” at the end of this section. Click Ok and refresh the page.

Connecting “Employee Navigator” WebPart to user profile: Go to “Employee Navigator” tool pane. From “Employee Navigator” tool pane set the value of “Choose Chart DataSource” dropdown to “UserProfile”. On “Data Source Location”, replace the data.xml path with the URL of the site that you want to get UserProfile from. On “Node ID” section enter the user account of the person that you would like to set to the root of the OrgChart.

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Note: The User Account should be the domain\userid of the person. This account is case sensitive. To find out the correct User Account refer to “How to find the user account in User Profile” at the end of this section.

Click Ok. From the command prompt run IISRESET and refresh the page.

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Note: If in the “Orgchart” or “Employee Navigator” you expect to see a supervisor to have one or more employees, but the employees are not displayed, you need to go to User Profile and validate the Manager information of the employees. “AA OrgChart” is a readonly application that only reads data from user profile. If the employee-manager relation is set up correctly in UserProfile, this information will not be displayed correctly in “AA OrgChart”. For more information about UserProfile refer to the following section below.

How to find the user account in User Profile: This section of the document applies only to SharePoint Server 2013 users. To find the correct user account (NodeID) go to SharePoint Central Administration:

Then click on “Manage service applications”. Click on “User Profile Service Application” link.

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Click on “Manage User Profiles”.

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In “Manage User Profile”, you can search account name. Account name can be used as NodeID in “OrgChart” or “Employee Navigator”. Note: Account name is case-sensitive.

Update Permissions for end users: End users might get the following error when they do not have sufficient permissions to run the application:

To allow end users to have access to AA OrgChart (connected to “User Profile”), go to SSP (Shared Services):

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Under “User Profiles and My Sites”, click on “Personalization services permissions”: You should get the following screen:

Click on "NT AUTHORITY\Authenticated Users" or "NT AUTHORITY".

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On the above screen, select the "Manage user profiles"checkbox. Click on “Save” and Run “IISRESET”.

Displaying Multi Managers in “OrgChart” and “Employee Navigator”: When connecting to user profile, “AA OrgChart” can support displaying of up to four Indirect Managers. Extra (Indirect) Managers can be introduced to “OrgChart” and “Employee Navigator” web parts through the tool pane. Extra Managers field should already exist in the user profile and should have the data type of “person”. In the tool pane, you can use the “Add Extra Manager” field and add up to four (“person”) fields separated by “|” delimiter like below.

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Example: SPS-Dotted-Line|Manager1|Manager2 When the “Add Extra Manager” field in tool pane have non-null values, the application retrieves the hierarchy for direct employees based on the “Manager” field, and it also displays employees who report to indirect employees (fields defined in “Add Extra Manager” in the tool pane).

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For example, the employee below has the “Dotted-Line Manager” as YMCA2\ramzis

Within the OrgChart, indirect manager defined in “Dotted-Line Manager” is displayed on the top of their information, as you see below.

The Admin person can define new fields in the user profile with the data type of "person". You can then add them in “Add Extra Manager” field in the Orgchart and Employee Navigator web parts. To display your Extra Managers in “OrgChart” you can modify the following section of xslt files: First Indirect Manager:
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Second Indirect Manager:
Third Indirect Manager:
Forth Indirect Manager:
Just replace the red highlighted fields with fields you have defined as Extra Managers. You can delete or change the highlighted yellow text from the stylesheets. Retrieving Indirect Managers requires extra processing time.

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Chapter 9: How to Connect “AA OrgChart” to SharePoint List. This section describes how to connect three WebParts directly to SharePoint List.

Creating SharePoint List: First you need to create the SharePoint list that you would like to use for the application. If you already have SharePoint list, please make sure the following rules apply to the list: SharePoint List rules: 1- SharePoint List should contain two fields called ORG_ID and MGR_ID. ORG_ID represents the user unique identifier ID and MGR_ID represents the unique identifier ID of the employee manager. For more information about ORG_ID and MGR_ID fields refer to our sample data.xml file. 2- Picture Field should have a field named PictureURL. The data format of the picture field should be the following: /_layouts/15/AAOrgChart/HRData/images/Edward.jpg 3- Email field of SharePoint list should have the following format: [email protected] Following is the screenshots of the sample SharePoint list used by the application:

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Connecting “Employee Locator” WebPart to SharePoint List: Go to the “Employee Locator” tool pane. On the “Employee Locator” tool pane set the value of “Choose Search DataSource” Drop down to “SharePointList”. On “Data Source Location” replace the data.xml path with the URL of the list that you want to get data from. Example: http://aasoftech:47154/Lists/OrgChart/Allitemsg.aspx

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Where OrgChart is the list from which you would like to retrieve Orgchart data.

Click on OK button. Refresh the page and start searching on your SharePoint List data.

Connecting “OrgChart” WebPart to SharePoint List: Go to “OrgChart” tool pane. On the “OrgChart” tool pane set the value of “Choose Chart DataSource” drop down to “SharePointList”. 9-65

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On “Data Source Location” replace the data.xml path with the URL of the SharePoint list from which you intend to retrieve the data from. Example: http://aasoftech:47154/Lists/OrgChart/Allitemsg.aspx Where OrgChart is the List from which you would like to retrieve Orgchart data. On “Node ID” section enter the ORG_ID of the person that you would like to set to the root of the OrgChart.

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If you do not have fields for Extar Field 1 to ExtraField 4 make sure they remains empty. Click Ok and refresh the page.

Connecting “Employee Navigator” WebPart to SharePoint List: Go to “Employee Navigator” tool pane.

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From “Employee Navigator” tool pane set the value of “Choose Chart DataSource” dropdown to “SharePointList”. On “Data Source Location”, replace the data.xml path with the URL of the SharePoint List from which you want to retrieve the Data. Example: http://aasoftech:47154/Lists/OrgChart/Allitemsg.aspx Where OrgChart is the List that you would like to get Orgchart data. On “Node ID” section enter the ORG_ID of the person that you would like to set to the root of the OrgChart.

Chapter 10: How to get information from Active directory.

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If you have Microsoft SharePoint Foundation you can get information from Active directory using AAAdaptor. For more information about AAAdaptor refer to its corresponding Chapter. If you have SharePoint Server 2013 you can import Active directory to UserProfile and then connect “AA OrgChart” directly to UserProfile. To import Active directory data go to “SharePoint Central Administration”:

Then click on “SharedServices”. On the SharedServices click on “User Profile and Properties”.

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Then click on “View import connections”.

Click on “Create New Connection” if you don’t have one.

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After importing Active directory data to UserProfile refer to the previous Chapter to connect the application to UserProfile.

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Chapter 11: How to link OrgChart Webpart to another site. Link “OrgChart” Web part to another site. You can create the Href link on the any field in OrgChart Web Part and allow the user to click it to navigate to another site. For example, if you want to have a link under “PreferredName” that links to the page called “Detail.aspx”, passing with it the parameter NodeID, you need to modify Matrix.xslt (and other xslt files) as follows:

Open Matrix.xslt file using Visual Studio. Search for the following phrase: If you want to have an href linking to a personal site modify the code to following.

Detail.aspx?NodeID=


The above example directs the user to Detail.aspx, passing along the employee Org_ID and NodeID parameters.

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Link “OrgChart” web part to My Site (SharePoint Server 2013 users only). You can create an Href link on any field in OrgChart Web Part and allow the user to link to “My Site”. Depending on how your administrator has set up the “My Site”, your link might be different. Your SharePoint administrator can go to “SharedPoint 3.0 Central Administration” and then go to “Shared Services” and finally go to “My Site Settings”:

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Based on the settings defined in the above site, the address of “My Site” URL may vary. If you use “personal” as Location in the “Personal Site Location” section and select “User name (do not resolve conflicts)” in the “Site Naming Format” section, then you can have a link in OrgChart Web part under the field (PreferredName) as follows:

personal/
In the above example, the Href is created under “PreferredName” and redirects the user to “My Site” called “Personal” while passing along the account name.

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Chapter 12: Release Note.

Release

Date

3.0

09/22/20 13

Note Running under SharePoint Server 2013 and Microsoft SharePoint Foundation

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