Add “Link to a Document” Content Type to the Default Content in a Document Set in SharePoint 2010


The Document Set feature in SharePoint 2010 is a great addition to the document management functionality of the platform. Today we used the document set to make it able to prefill a folder with a predefined set of documents. One document which should be added as default content is the “Link to a Document” contenttype. Which is a difficult one because you don’t have a template file like a docx or xsls. After some try and error I found a solution to template the Link to a Document page.

· Create a Link to a Document or other content type with Link to a Document as parten in a document library

· Use a dummy url for the Document URL and click OK

· Open the site with SharePoint Designer, Select all files

· Select the Link to Document you created in the Document library and choose export in the context menu

· Go back to the SharePoint Site and navigate to Site Content Types

· Open the Document Set where you want to add the default content and open Document Set settings

· Select the Link to a Document content type and choose browse to select the saved file and upload it

· Now you are able to use the Link to a Document content type to add as default content!

Notes:

– You can also use this trick to set the template as the template for the content type, instead of the default /_layouts/CreatePage.aspx

Default Custom View for Document Set in SharePoint 2010


When working on a Document Management Solutions with Document Sets I had a struggle to find out how to select a custom view to use within a Document Set. After my search I would like to share this information with you. The next steps will help you to accomplish this.

· Go the the document library settings

· Define a new view for the document set on the document library

· Define your view and optionally choose where you are able to select this view

· Click on OK

· Click on the Document Set Content Type

· Click on Document Set Settings

· At the end of the screen you will find a drop down list under “Welcome page view” where you can select default view

Somehow the procedure makes sense, but you have to know it.

Configure Send To Connection with SSL and multiple Web Applications


My customer would like to make it able to send documents from their mysite to a central document store. The central document store is used as a publication site for primary versions of the documents. The most common solution is to provide a Send To connection from Central Administration to the mysite web application. Although this seems a common task, several issues had to be encountered.

The issues were related to:

  • The SharePoint 2010 environment is only accessible on a secure channel (SSL)
  • The central document store is a different web application with an own application pool and service account in comparison with the mysite web application.

Additional steps for SSL

Symptom

You will get an “URL is not a valid routing destination” when you try to configure the https url as a Send To connection.

You need to establish a trust for the Root Certificate of the SSL certificate used for the webapplication.

To establish trust by using Central Administration

  1. Verify that the user account that is performing this procedure is a member of the Farm Administrators SharePoint group.
  2. On the SharePoint Central Administration Web site, click Security.
  3. On the Security page, in the General Security section, click Manage trust.
  4. On the Trust Relationship page, on the ribbon, click New.
  5. On the Establish Trust Relationship page:
    1. Supply a name that describes the purpose of the trust relationship.
    2. Browse to and select the Root Authority Certificate for the trust relationship. This must be the Root Authority Certificate that was exported from the SSL Certificate used for the SharePoint Web Application.
    3. Ignore Provide Trust Relationship.
    4. Click OK.

Perform a IISRESET on all sharepoint servers.

Additional configuration for multiple web applications

Sympton

When manually sending records to the send to connection you will het “The <send to connection> site could not be found or accessed.”

Configure/check permissions

1. Go to the receiving web application

2. Go to the site permissions

3. Find a group called “Configure a group Records Center Web Service Submitters for <Site Name>”

a. If this group is missing, deactivate and activate the feature “Content Organizer” on the Site which will receive documents

4. Add the application pool account user from the other webapplication

Now you should be able to add the Send To Connection