SharePoint Wiki Plus Administration Guide

SharePoint Wiki Plus Administration Guide Installation & User Guide Copyright © 2005-2016 KWizCom Corporation. All rights reserved. Company Headqu...
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SharePoint Wiki Plus

Administration Guide

Installation & User Guide

Copyright © 2005-2016 KWizCom Corporation. All rights reserved. Company Headquarters KWizCom 95 Mural Street, Suite 600 Richmond Hill, Ontario L4B 3G2, 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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Table of Contents Introduction .................................................................................................... 4 Product Overview .......................................................................................... 5 Installation ...................................................................................................... 7 Software prerequisites ________________________________________________ 7 Server Requirements .................................................................................................... 7 Client PC Requirements ............................................................................................... 7 Installation Procedure ________________________________________________ 8 SharePoint 2007 ............................................................................................................ 8 SharePoint 2010/2013 ............................................................................................... 10 SharePoint 2007 .......................................................................................................... 18 SharePoint 2010/2013/2016 .................................................................................... 21

Product Activation ....................................................................................... 22 Wiki Plus Management ................................................................................ 28 Introduction ________________________________________________________ 28 Configuring General Wiki Plus settings ______________________________ 29 WikiPlus Management page _________________________________________ 30 Wiki Page Permission Settings ................................................................................. 30 Updating Notification Settings .................................................................................. 31 Usage Logging settings .............................................................................................. 32 Expiration Notification settings ................................................................................ 33 Wiki Plus Content Template List .............................................................................. 34 Wiki Plus Page Name Settings .................................................................................. 35 Wiki Plus Welcome Page Settings ............................................................................ 35 Wiki Plus Localization _______________________________________________ 36 Creating a new Wiki Plus site / library ______________________________ 38 Introduction .................................................................................................................. 38 Create a Wiki Plus site ............................................................................................... 39 Making the WikiPlus site template available in different languages ................ 40 Create a Wiki Plus library .......................................................................................... 41 Manage Taxonomy scope ___________________________________________ 43 Introduction .................................................................................................................. 43 Configure permission settings ______________________________________ 45 WikiPlus Administrative reports _____________________________________ 47 Migration of existing Wiki pages to Wiki Plus _______________________ 49 Allow ActiveX controls on client Internet Explorer __________________ 56

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Introduction KWizCom SharePoint Wiki Plus is an advanced, comprehensive and complete Wiki solution for SharePoint. Its unique additional features make it the ideal tool for true cross-organization knowledge sharing. Wiki Plus is compatible with MOSS 2007/WSS 3.0 and with SharePoint 2010/2013/2016 - standard and enterprise editions. This Administration Guide includes the following sections: 

Product overview



Installation guide



Product activation



Managing Wiki Plus

Remark It is recommended that you read the Wiki Plus user guide before reading this guide, in order to get familiar with all the terms used in this guide.

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Product Overview True, SharePoint-based Enterprise Wiki solution. KWizCom Wiki Plus is an advanced, comprehensive Wiki solution based on Microsoft SharePoint platform. Its unique additional features make it the ideal tool for true cross-organization knowledge sharing.

Wiki Plus is built on-top of SharePoint 2007/2010/2013/2016 infrastructure, allowing you to use all standard SharePoint features together with comprehensive Wiki capabilities. The advanced wiki features and the natural integration with SharePoint platform provide the most productive and cost effective 5 Copyright © 2005-2016 KWizCom Corporation All rights reserved. www.kwizcom.com

tool for real collaboration and knowledge sharing across the enterprise. Wiki Plus key features include: 

Support for standard Wiki markup language



Improved content editing capabilities



Complete taxonomy solution (Web 2.0 tagging / Hierarchical categories)



Content rating



Support for RSS feeds / Alerting / Subscriptions on wiki pages and categories



Content lifecycle management



Support for discussions on Wiki pages



Support for Printing a Wiki page



Support for Previewing a Wiki page before saving it



Advanced reporting



Wiki content template



Enable adding images, flash, movie clips, emoticons and file attachments to wiki pages – the easy way!



Support for mapping images and setting absolute position



Support for adding a source code



True SharePoint integration – it’s all standard SharePoint behind the scenes – No separate maintenance costs!

From administration point of view, KWizCom Wiki Plus is eventually a SharePoint add-on, composed of standard SharePoint modules: Features, Site and List definitions, Lists, Web parts and Content types. The next sections provide details about the installation and on-going administration and configuration tasks.

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Installation Software prerequisites Server Requirements 1. SharePoint Server 2007/ Windows SharePoint Services (WSS 3.0) SP2 OR SharePoint 2010/2013/2016 Server/Foundation 2. .NET framework 4 Client PC Requirements 1. Microsoft Windows 7/8 or Mac OSX V10.8 2. Microsoft Internet Explorer 9+ Mozilla Firefox (latest version) / Google Chrome (latest version)/Safari (latest version)

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Installation Procedure SharePoint 2007 1. Log in using SharePoint administrator account to your SharePoint front-end server. 2. Unzip the kwizcom_sharepoint_wikiplus_administration_guide zip file. 3. Double-click the “setup.bat” file. The installation wizard dialog will show up:

Click “Next” to begin the installation.

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4. After you accept the EULA the installation program will begin a system check:

5. After the system check passes successfully, the following KWizCom add-ons will be installed by order: a. KWizCom SharePoint Tagging Feature b. KWizCom SharePoint Rating Solution c. KWizCom List Filter Plus web part d. KWizCom List Aggregator – Table Viewer web part e. KWizCom Remote List Viewer web part f. KWizCom Wiki Plus Remark: If you already have the some of these add-ons installed on the server, the installation will check if they require updating and will uninstall and install a newer version if required. 6. When the installation process is complete it will recycle all application pools automatically.

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SharePoint 2010/2013 New Installation 1. Log in as SharePoint administrator account to your SharePoint front-end server. 2. Browse the product’s page on KWizCom’s website and click the “Go” link under the “Install using our Web Installer” section. This will start the KWizCom web installer. Note: The KWizCom Web Installer will automatically offer you to upgrade other existing KWizCom products on your farm, in case you have old versions installed. You can check which products you wish to update at this time. 3. In case you prefer just to download the relevant .wsp packages and manually deploy them, download the product WSP packages by clicking their links under the “Download Installable Packages” section. After you manually download and unzip the product’s WSP packages, install the KWizCom product by simply running the “SP-WSPInstaller” powershell script. Upgrade from previous 2010/2013 version: 1. You will need now to retract & remove previous version of WikiPlus 2. Stop and start again SPTimerV4 service:

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3. Now install and deploy the standard SharePoint WSP packages like described for new installations 4. 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 WSP package should be deployed also in the Central Admin web application.

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Upgrade from SharePoint 2007 – Attach database upgrade This is the recommended upgrade method. Please follow the steps below after you have successfully completed an attach database upgrade: After performing a Database Attach 1. Install and deploy the Wiki Plus solution for SharePoint 2010 according to the “New Installation” procedure in the section above. 2. To complete the upgrade run the following command using the wikiplusupgrade tool (please review important remark below): Wikiplusupgrade.exe upgradefrom2007

IMPORTANT Remark: Running the upgrade utility will restore the Wiki site Home page, Edit Form and Display Form to its original state. Customizations will be lost.

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Upgrade from SharePoint 2007 – In-Place upgrade This type of upgrade is less recommended than the Attach database upgrade. Please make sure to fully backup your SharePoint 2007 server prior to beginning the upgrade.

Preparing for upgrade 1. Install Wiki Plus on your SharePoint 2007 server/s. Make sure the installation completes successfully (See Wiki Plus installation procedure for SharePoint 2007) 2. Backup your SharePoint server. 3. Run the pre-upgrade check for SharePoint 2010:

STSADM –o preupgradecheck Ensure there are no errors that relate to the Wiki Plus installation. 4. Run the following stsadm commands from a command prompt with elevated privileges a. stsadm –o cleanupkwizcom35 b. stsadm –o removekwizcom35 After you have done the In-Place Upgrade and Visual Upgrade 1. Uninstall each of KWizCom products included in the Wiki Plus installation for the SharePoint 2007 server. 2. Run the following command using the WikiPlusUpgrade tool: Wikiplusupgrade.exe prepareforwsp 3. In central administration ensure that all the KWIZCOM solutions files are retracted from the server a. combolistfilter_deploy.cab b. kwizcom.sharepoint.forum_deploy.cab c. listaggregator_deploy.cab d. spremotelistviewer_deploy.cab e. taggingsolution_deploy.cab f. wikiwebparts_deploy.cab

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4. On each front end server ensure that all the KWIZCOM folders are renamed under the following directories: a. C:\Program Files\Common Files\Microsoft Shared\web server extensions\12\TEMPLATE\LAYOUTS b. C:\Program Files\Common Files\Microsoft Shared\web server extensions\14\TEMPLATE\LAYOUTS 5. Install and deploy the Wiki Plus v12.2.00 solution for SharePoint 2010 according to the “New Installation” procedure in the section above. 6. To complete the upgrade run the following command using the wikiplusupgrade tool (please review important remark below): Wikiplusupgrade.exe upgradefrom2007

IMPORTANT Remark: Running the upgrade utility will restore the Wiki site Home page, Edit Form and Display Form to its original state. Customizations will be lost.

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Upgrade from SharePoint 2010 – Attach database upgrade Please follow the steps below after you have successfully completed an attach database upgrade: After performing a Database Attach 1. Install and deploy the Wiki Plus solution for SharePoint 2013 according to the “New Installation” procedure in the section above. 2. To complete the upgrade Please follow the following manual steps: a. Go to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\Template\Features, mark and copy all WikiPlus and sub-products folders to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\Template\Features

b. Go to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\Template\Layouts, mark and copy all WikiPlus and sub-products folders to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\Template\Layouts

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c. Go to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\Template\SiteTemplates, mark and copy WikiPlus folder to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\Template\SiteTemplates

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d. Go to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\Template\[1033/Locale language number]\XML, mark and copy WEBTEMPWikiPlus.xml to C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\15\Template\[1033/Locale language number]\XML

3. Run iisreset

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Post Installation SharePoint 2007 1. After completion of the installation, a new KWizCom entry will appear in Windows Start -> All Programs -> KWizCom containing the following programs:

Wiki Export&Import these are command line utilities that enable exporting the SharePoint wiki pages and import them into Wiki Plus libraries. About SharePoint Wiki Plus Display general information about the product. Activate SharePoint Wiki Plus This utility enables you (the SharePoint Administrator) to activate the product for use. Upgrade Existing WikiPlus Solution If you are upgrading from a version earlier than v2.1.50, in order to update the existing pages' layout with changes made in newer versions, run the upgrade utility: Go to Start -> All Programs -> KWizCom -> SharePoint WikiPlus Solution -> Upgrade Existing WikiPlus site 2. In central admin, activate the WikiPlus Life cycle alerts feature in the web applications where you plan to create Wiki Plus sites:

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3. In order to enable using Wiki Plus in existing site collections, activate the following site collection features by order (For new wiki Plus installation only): a. KWizCom Tagging Feature b. KWizCom Rating Solution c. Wiki Plus Library Resources Feature

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4. For new site collections – these features will automatically become active (using stapling features).

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SharePoint 2010/2013/2016 1. In central admin, activate the WikiPlus Life cycle alerts feature in the web applications where you plan to create Wiki Plus sites:

2. Activate the following features in the site collections where you wish Wiki Plus to be available.

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Product Activation KWizCom products are available for evaluation prior to purchase. This way you can try our products and verify that they indeed meet your needs. An evaluation version for each KWizCom product contains all features of the product’s production version. The only difference is that an evaluation version is time-limited, and will operate for a period of one month.

Once you decide to order Wiki Plus, you will need to follow the following steps:

IMPORTANT NOTE: Wiki Plus solution includes several add-ons (List Aggregator-Table Viewer, Tagging Feature, List Filter Plus, Remote List Viewer, Rating solution). As long as you are using these add-ons within the Wiki Plus solution, you do not need to purchase and activate these add-ons, you only need to purchase and activate Wiki Plus. If you wish to use any of these add-ons outside of your Wiki Plus solution, you will need to purchase that add-on and activate it.

SharePoint 2007 Once you decide you wish to purchase Wiki Plus, you should follow these steps: 1. Order the product on the KWizCom website – www.kwizcom.com. 2. Send us the installed evaluation version's product Code (you will see the product Code on the "About" product page: click Start -> All Programs -> KWizCom -> SharePoint Wiki Plus ->

Activate SharePoint Wiki Plus

Please use the Activation Request web form, on KWizCom web site to send us your product code.

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3. Get the product’s 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 -> SharePoint Wiki Plus ->

Activate SharePoint Wiki Plus

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SharePoint 2010/2013/2016 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:

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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:

c. Click the “Manage License” link next to SharePoint WikiPlus Solution. You will be redirected to that product’s license management page:

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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:

e. Copy the product code.

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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. 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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Wiki Plus Management Introduction The following sections describe all the administration and configuration capabilities of Wiki Plus after you have completed the installation (as described in the "Installation" chapter). The following administration topics are covered in this chapter: Topic

Details

Installation & post installation

Covered in the "Installation" chapter

Configure general Wiki Plus settings

Configuration of Wiki Plus settings at the Site Collection level. These settings affect all Wiki Plus sites below that site collection.

Wiki Plus localization

Translate the user interface to your language.

Creating Wiki sites/libraries

Guidelines for various Wiki deployment scenarios and how to create new Wiki Plus sites vs. libraries.

Configure Taxonomy scope

Define the scope of shared tags/categories.

Configure permission settings

Configuring user permissions according to your required deployment structure.

Wiki Plus administrative reports

Wiki Plus reports are available both for site managers and for site collection managers – providing usage data at the appropriate scope.

Migrate SharePoint wiki to Wiki Plus

By using Wiki Plus Export & Import utilities you can migrate your existing SharePoint wiki libraries to Wiki Plus libraries.

Allow ActiveX controls on client Internet Explorer

To allow end-users to paste rich content from MS WORD and images from the local clipboard you need to setup the end-users’ Internet Explorer security settings to allow ActiveX.

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Configuring General Wiki Plus settings After Wiki Plus is installed, it provides various administration/configuration settings available at the Site Collection level. These settings affect all Wiki Plus sites in that site collection. The Wiki Plus administrator interface is accessed via the SharePoint Site Collection administration page:

KWizCom administration reports section, includes top level WikiPlus reports.

KWizCom feature administration section, includes links to WikiPlus and Tagging feature administration pages.

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WikiPlus Management page The KWizCom Management page includes the following sections: Wiki Page Permission Settings

This section is used to configure the following settings: 

Select knowledge trustee group choose a SharePoint group that will have the knowledge trustee privileges. The Knowledge Trustee group is created by Wiki Plus installation. Users that belong to that group can perform the following actions: o Redefine a page’s expiration date o Delete a page o Change the owner of a wiki page. o Create Wiki Plus page content template. This property allows you to define which groups will belong to the Knowledge Trustee group (instead of assigning specific users which you can also do by using SharePoint’s permission management interface).

Edit a page rights define the default editing rights for the Wiki Plus library. By default all users who have contributor rights in the site will have also edit rights in the Wiki Plus library. Besides these 2 permission settings, there some additional permission settings that need to be configured – please review the “Permission Settings” section. 30 Copyright © 2005-2016 KWizCom Corporation All rights reserved. www.kwizcom.com

Updating Notification Settings

Wiki Plus sends email notifications to page owners when their pages are updated by other users. This way a page owner can monitor his pages and make approve/reject the changes made. You can configure the following Notification Settings properties: 

Enable update notification – Once this property is checked, page owners will be notified by email every time someone updates their Wiki pages.



Updating notification email subject define the notification email subject format and content..



Updating notification email body Define the notification email body format and content. You can use the following dynamic tokens: o [wiki page name] – displays the page name o [wiki page review link] – displays a link to the page in view mode o [wiki page edit link] - displays a link to the page in edit mode o [wiki page updated] – displays the date and time when the page was last updated o [wiki page updated by] – displays the name of the user who updated the page

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Usage Logging settings

Use this section to turn usage logging on/off (by default there’s no usage logging). When usage logging is turned on, all page creations and updates are logged. Wiki Plus uses SharePoint lists as the log storage. In order to support a large amount of log items, a usage log list is automatically created for each year, by the name “Usage [year]”. The list is structured with a hierarchical folder structure as follows: Usage 2013 list Folder permonth

Sub folder per-day

Sub-folder per-hour

1 1 2 1 2 .. 24 3 .. 30 2 3 .. 12

When usage logging is on, administrators can view this information by using the Wiki Plus administration reports (available from the Site Settings page). 32 Copyright © 2005-2016 KWizCom Corporation All rights reserved. www.kwizcom.com

Expiration Notification settings

Wiki Plus provides the ability to define an expiration period for every page (“Life cycle period”). When a page is about to expire Wiki Plus sends a notification email to the page owner/s. This administration page enables to configure the following notification email settings: 

Enable life cycle – by checking this property you allow Life cycle email alerts in the Wiki Plus sites. If you uncheck the checkbox Life cycle alerts will be disabled.



Send notification before a wiki page is expired – choose when the notification massage should be sent to the page owner (you select how many days/weeks prior to the page expiration date, the notification should be sent out).



Email subject - define the notification email subject format and content.



Email body - define the notification email body format and content. You can use the same dynamic tokens described in the previous page.

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Wiki Plus Content Template List

Wiki Plus users can create new Wiki pages, based on existing content templates. By default, Wiki content templates are stored in the “WikiPlus Content Templates” list, located at the top-level site. In case you do not wish to grant users permissions in the top-level site (See “Permission Settings section”), you can create another list to store the Wiki content templates, located in a different site. To create a new Wiki Plus content template list in a different site: 1. Go to that site’s “Site Settings” page. 2. Click the “Site Features” link and activate the “WikiPlus Library Feature”. 3. Now create a new list by using the “WikiPlus Content Templates” list template. 4. Select that new created list in the Wiki Plus management page, in the drop-down shown in the above screenshot.

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Wiki Plus Page Name Settings

Use this property if you wish to auto-generate wiki page names (instead of having users name their wiki pages manually).

Wiki Plus Welcome Page Settings

This property allows you to define a different home page for your current Wiki Plus site (instead of “Default.aspx”).

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Wiki Plus Localization If you need to implement a Wiki Plus solution in other language than English, you should read this section BEFORE you create a Wiki Plus site. All KWizCom components use .NET localization mechanism. This means that a KWizCom component will automatically use a language resource files (.resx files) according to the displayed application's language (this is true for all types of components). KWizCom Wiki Plus includes the following resource files, located in “C:\Program Files\Common Files\Microsoft Shared\web server extensions\[12/14/15]\Resources” folder: 

WikiPlus.resx This resource file includes all the Wiki Plus captions and tooltips of Quick launch links, Wiki page menus / ribbon menus (SharePoint 2010).



RAD resource files These resource files contain the translation strings for the RAD editor which is used in the Wiki editor. With these files you can translate all Wiki editor’s parts, including: editor’s toolbar buttons, tooltips and the various dialogs (such as Insert document or Insert Picture popup windows). All RAD editor’s resource files begin with “Rad”.

If you wish to deploy a Wiki Plus site in any language that is supported by SharePoint, you need to follow the steps below before you create the Wiki Plus web site: 1. Make sure you have the required SharePoint language pack installed. 2. Open the “C:\Program Files\Common Files\Microsoft Shared\web server extensions\[12/14/15]\Resources” folder. 3. Copy the resource file/s that you wish to translate and rename it according to the required language, for example: 36 Copyright © 2005-2016 KWizCom Corporation All rights reserved. www.kwizcom.com

copy wikiplus.resx to wikiplus.fr-fr.resx (which is the Wiki Plus resource file required for a French Wiki Plus site). 4. Open the file in any editor and translate all nodes.

Example: This node represents the "Duplicate Page" toolbar menu that appears in the wiki Edit page.

Duplicate Page

Override the string with your own required string. This way you can change/translate all captions in the Wiki Plus user interface.

5. Save the file. 6. Copy the file to “C:\Program Files\Common Files\ Microsoft Shared\web server extensions\[12/14/15]\CONFIG\Resources” folder. 7. Open the command prompt, and type the following STSADM command: stsadm -o copyappbincontent 8. Now you can create the new Wiki Plus site in the required language. You should see all Wiki Plus interface translated to the site’s language.

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Creating a new Wiki Plus site / library Introduction After you set the general Wiki Plus settings in a site collection level, you can start deploying your Wiki Plus solution. You can deploy Wiki Plus in 2 ways: 

Create a Wiki Plus site/s (using the Wiki Plus site template).



Create Wiki Plus libraries in your existing SharePoint sites (using the Wiki Plus library template).

This enables you to deploy an enterprise wiki solution in various configurations: 

Team wiki – Create a Wiki Plus library in already existing team sites.



Department wiki – Create a Wiki Plus site and use the ready-to-use site template that includes Tagging capabilities, rating, wiki page discussions etc. (see detailed feature description in the user guide).



Enterprise wiki – Create a site collection that includes Wiki Plus sites – one per subject. This way you can support a very large number of wiki pages. The top level site should act as an entry point, including custom web parts such as: Tag Cloud (included in Wiki plus), and “Subjects” (links to the various topics – can be simply implemented with content editor web part).

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Create a Wiki Plus site Creating a Wiki Plus site is as simple as creating any other SharePoint site. Simply select the "Wiki Plus" site template in the SharePoint's "Create site" wizard:

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Making the WikiPlus site template available in different languages When you try to create a Wiki Plus site in another language, you will notice that it is missing (the following screenshot in French):

To make the Wiki Plus site template available in some language, follow these steps: 1. On your SharePoint 2010/2013 server, go to: C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE\1033\XML

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2. Copy file WEBTEMPwikiplus.xml 3. Go to the required language’s folder below C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\14\TEMPLATE for example: go to 1036\XML folder for French, and paste the

file there. 4. Edit the file and translate the site Description and the DisplayCategory property values:

IMPORTANT In SharePoint 2007, the DisplayCategory value MUST be different than “KWizCom” in any site other than English site. Leaving this property with the same “KWizCom” value will make the WikiPlus site template invisible in that language.

Create a Wiki Plus library You can add Wiki Plus functionality to existing SharePoint sites by simply creating a Wiki Plus library. In order for this Wiki Plus library template to be visible, you should activate the "WikiPlus Library Feature" site feature in the site where you want to create the Wiki Plus library:

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After you activate the "WikiPlus Library Feature" feature, you will be able to create Wiki Plus libraries in that site:

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Manage Taxonomy scope Introduction A part of the Wiki Plus solution is the KWizCom Tagging feature that enables the management of shared tags/categories by which wiki articles may later be easily found. When a user creates a wiki page he can tag the page by using the "Tags" field:

All tags that wiki authors use are collected and managed in shared tags list/s, exposed in standard Tag Cloud/Tag Index web part which can be deployed according to customer needs. As the application administrator, you can define the scope of these shared tags according to the business requirements: 

Site scope – tags that are shared only among team members in a specific team site. 43

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Site collection scope – tags that are shared across several sites in a site collection.

When the Tagging Feature is activated in the site collection (this is one of the post installation tasks), it creates a tags list in site collection level – shared by all Wiki Plus sites in that site collection. You can create additional tags lists in various scopes for the usage of various wiki sites. For additional details about the Tagging feature management please refer to the Tagging feature user guide available in KWizCom web site: http://www.kwizcom.com/ProductPage.asp?ProductID=517&Product SubNodeID=522

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Configure permission settings Before employees can start using your Wiki Plus site, you need to configure their permissions. By default, many Wiki Plus resources are installed at the top level site. This requires some permission settings that allow users to use these resources. Please follow the guidelines hereunder: Step Configure the “Knowledge Trustees” SharePoint group

Details 1. This group should have permissions to save wiki templates. Grant this group contributor rights on the “WikiPlus Content Templates” list, at the site collection level. 2. Join the relevant users to this group.

IMPORTANT: Wiki Plus caches the Knowledge Trustee’s group membership information for 1 min. This helps to improve performance because a user’s membership in the Knowledge Trustee group is checked several times in Edit mode. Configure users’ permissions for your Wiki Plus site

1. Make sure all relevant users belong to the site members group of your SharePoint Wiki Plus site (or inherit this permission from the parent site). 2. If you have users that have a direct permission to the Wiki Plus site, and not through a SharePoint group (NOT recommended!), you will need to grant them a contributor permission on the “WikiPlus Discussions” discussions list in the Wiki Plus site.

Grant permissions on the top-level site WikiPlus resources lists

If you wish users to use resources that are located in the site collection level such as images, attachments, movie clips etc., you need to grant at least reader permissions to all users on these lists (You have a list for

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each type of resource in the site collection level). These lists include:

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WikiPlus Administrative reports Wiki Plus includes 2 administrative reports which are available in various scopes: Wiki Plus library, Wiki Plus site, entire site collection: 

Pages report – provides data on created/updated/viewed pages in a defined period of time.



Contributors report – provides data on contributors (amount of created/updated pages for each one).

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You can access these reports as a site administrator from the site settings page, or from the Site Collection settings page:

In this case these reports will display results in the whole site scope (if for example it contains several Wiki Plus libraries), or in the site collection scope (in case you have several Wiki Plus sites).

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Migration of existing Wiki pages to Wiki Plus Wiki Plus includes a content migration tool that enables you to export existing SharePoint wiki pages and import them into Wiki Plus libraries. If you already have a SharePoint wiki library/site deployed, you can export its content to the Wiki Plus library using the Wiki Plus content migration utility. The migration process includes 2 stages: 1. Export SharePoint wiki library pages from existing SharePoint wiki library. 2. Import these pages into the Wiki Plus library.

IMPORTANT REMARKS: 

When you export SharePoint wiki pages into a Wiki Plus library, ALL pages from the SharePoint wiki library are copied into the target Wiki Plus library.



If the target Wiki Plus library contains some pages with the same names as the imported pages they will be overridden by the imported pages.



You can choose to skip default pages like home.aspx and how to use this wiki site.aspx in the import process



Wiki page links ("[[page name]] wiki markup) will be fixed during the import process, so linked pages will stay linked as expected.



When you have images in a SharePoint wiki page then when this page is imported into WikiPlus library, the image link will stay as is (linking to the image/s at their original location).

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Import/Export process in MOSS 2007 Wiki Export: 1. Run Wiki export utility on the SharePoint server:

2. Type Wiki library source site URL:

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3. Type Wiki site URL and then the Wiki library name:

4. Click “ENTER” to continue the process:

5. When the process is finished you will see the path where the export file is saved:

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Import the exported wiki pages to Wiki Plus library: 1. Copy your Pages.xml file to C disk (c:\Pages.xml) 2. Run Wiki Import utility:

3. Type Wiki Plus site URL:

4. Type Wiki pages library name:

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5. Click “ENTER” to continue with the import process:

6. When the import process is finished the following message will be displayed:

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Import/Export process in SP2010/2013/2016 Wiki Export: 1. Run WikiPlus Migration Tool on the SharePoint Server (the tool is found in the WikiPlus solution folder) 2. Browse to choose a location for the exported file and select the following parameters:

a. Web application b. Site Collection c. Site URL d. Wiki Library e. Home page Name You need to fill in all the parameters to continue with the export 3. Click 'Next' on the export confirmation screen 4. When the export process is completed you will see a report like this:

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Wiki Import: 1. Run WikiPlus Migration Tool on the SharePoint Server (the tool is found in the WikiPlus solution folder) 2. Select the 'Import' radio button 3. Browse to choose a relevant export data file and select the following parameters:

a. b. c. d. e.

Web application Site Collection Site URL Wiki Library Check to skip import of default pages like home.aspx and how to use this wiki site/library.aspx You need to fill in all the parameters to continue with the import 4. Click 'Next' on the export confirmation screen 5. When the import process is completed you will see a report like this:

Click 'Next' to finish the import process

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Allow ActiveX controls on client Internet Explorer To allow end-users to paste rich content from MS WORD and images from the local clipboard you need to setup the end-users’ Internet Explorer security settings to allow ActiveX:

1. Make sure that the wiki plus site is configured as a trusted site in the end-users’ browsers. 2. Setup the following IE security settings:

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