Microsoft Sharepoint Web Parts

Birthday & Anniversary Sharepoint Web Part

The "Birthday & Anniversary Reminder" Web Part selects the forthcoming birthdays, anniversaries or "newly hired employees" of users from the MOSS User Profile Store and displays the selected profile property fields in a freely configurable template. The selection is based upon the User Profile "Birthday" and "Hire Date" fields. The Web Part can be used with Windows Sharepoint Server 2007 (MOSS), Sharepoint 2010 and 2013 Standard or Enterprise (please note that there is a separate version for Sharepoint 2010, 2013 and Sharepoint 2016). Please note that there is also a version available for WSS 3.0, Sharepoint 2010, 2013 Foundation, Sharepoint 2016 and Office 365/Sharepoint Online, which gets the information from a Sharepoint List (as opposed to the User Profile Store) Product Price Birthday & Anniversary Web Part 30 day Evaluation Version (Release 1.0.41) MOSS 2007 Free Birthday & Anniversary Web Part 30 day Evaluation Version (Release 2.0.14) SP 2010 Server Free Birthday & Anniversary Web Part 30 day Evaluation Version (Release 2.0.14) SP 2013 Server Free Birthday & Anniversary Web Part 30 day Evaluation Version (Release 2.0.14) SP 2016 Server Free Birthday & Anniversary Web Part 30 day Evaluation Version (Release 1.0.66) WSS 3.0 / SP 2010 Foundation Free Birthday & Anniversary Web Part 30 day Evaluation Version (Release 1.0.66) SP 2013 Foundation Free Birthday & Anniversary Web Part 30 day Evaluation Version (Release 1.0.66) SP 2016 (List based version) Free Birthday & Anniversary Web Part 30 day Evaluation Version (Release 1.1.10) Sandbox Version (on premise only) Free Birthday & Anniversary Web Part for Office 365 Sharepoint Online 30 day Evaluation Version Free Birthday & Anniversary Web Part License Key per Server License USD 125.00 Installation Instructions  MOSS 2007 Installation Instructions  SP 2010 Standard/Enterprise Installation Instructions  SP 2013 Standard/Enterprise Installation Instructions  WSS 3.0 / SP 2010 Foundation You can also send us a PO via e-mail to [email protected]  or by fax to ++41 62 823 75 74

Installation Instructions:

1. download the Birthday & Anniversary Reminder Web Part Installation Instructions (PDF file, see above) 
   
2. either install the web part manually or deploy the feature to your server/farm as described in the instructions.
   
3. Security Note (MOSS 2007/SP 2010 Standard & Enterprise only):
   if you get the following error message: "Only an administrator may enumerate through all user profiles", you will need to grant the application pool account(s) for the web application(s) ï¿½Manage User Profiles� permissions within the SSP. 
   This ensures that the application pool is able to retrieve the list of user profiles.
   To assign this permission, access your active Shared Services Provider via Central Admin.
   From the �User Profiles and My Sites� group, click �Personalization services permissions�. 
   Add the �Manage User Profiles� permission to  your application pool account(s).
   
   
4. Configure the following Web Part properties in the Web Part Editor "Miscellaneous" pane section as needed:
   
   

   Site Name: Enter the name of the site (Shared Services Provider) that contains the User Profile Store: - leave this field empty if the User Profile is in the default SSP - Enter "current" if the User Profile is in the current site - Enter the Site name to choose a specific SSP Field Template: Enter the User properties to be displayed (separated by semicolons). The following properties are available: AccountName FirstName LastName PreferredName WorkPhone Office Department Title Manager AboutMe Presence PictureURL UserName QuickLinks WebSite WorkEmail Assistant CellPhone Fax HomePhone PersonalSpace SPS-Dotted-line SPS-Peers SPS-Responsibility SPS-Skills SPS-PastProjects SPS-Interests SPS-School SPS-SipAddress SPS-Birthday SPS-MySiteUpgrade SPS-HireDate Hiding individual columns: You can hide a column by prefixing it with a "!" character. The following example hides the "Department" column: FirstName;LastName;SPS-Birthday;!Department Sorting by a specific column: By default, the list is sorted by SPS-Birthday or SPS-HireDate (depending on the other settings). You can choose a different column by prefixing it with a "*" character. The following example sorts the list by the "LastName" column: FirstName;*LastName;SPS-Birthday;Department You also specify a descending sort order by prefixing the column with two "*" characters. The following example sorts the list descending by the "HireDate� column: FirstName;LastName;**SPS-HireDate;Department Suppress Column wrapping: You can suppress the wrapping of text inside a column by prefixing it with a "^" character.  LastName;FirstName;Department;^SPS-Birthday Online Presence Information: You can optionally add a presence indicator by adding the Presence column to the Field Template: Property Filter: enter an optional Filter condition to apply a filter. Combine multiple conditions with AND and OR. You can look up the available filter operators in the PDF documentation. Examples: Department='IT' Department<> 'Sales' Department IN ('Sales', 'Development', 'IT') LastName NOT IS NULL AND Department='Sales' Group Membership Filter: optionally enter either a Sharepoint Group or an Active Directory group to only display users that are a member of the specified group. Please make sure that the group is linked to the security permissions on the site. You can add multiple Sharepoint groups separated by semicolons. If you specify an AD group, please prefix it with an "@" character, as eg. @SomeADGroup Nbr of Days to show: enter the number of days into the future (starting from the current date) to include in the list. Nbr of Days past: enter the number of days to keep the birthday/anniversary in the list after it has passed. Restrict Range to current month: shows only entries that fall into the current month's range (irrespective of the above two "Nbr of Days" settings. Anniversary (Years): enter the number of years for the desired anniversary (eg. "10" etc.). Set the value to zero if you want to display upcoming birthdays. Anniversary Type: select the type of anniversary to be displayed: Birthdays: shows the employee birthdays Anniversaries: shows the fixed year anniversaries as defined in the above "Anniversary (Years) setting. Yearly Anniversaries: shows the upcoming anniversaries for each year (as opposed to a fixed year). The upcoming anniversaries are sorted by Hire date (oldest first) Every N Years Anniversaries: shows the upcoming anniversaries for every "n" years where "n" is the number of years entered into the "Anniversary (Year)" setting. If the "Anniversary (Years") is set to "5", then the 5 year, 10 year, 15 year etc. anniversaries will be shown. Show New Hires: shows the recently hired new employees based on the SPS-HireDate field. Max. nbr. of Rows displayed: optionally specify the maximum number of users displayed by the web part. Set this value to zero to return all users that match the criteria. User Picture Width: specify the image width in pixels if you include the "PictureURL" property. Enter "0" if you want to use the default picture size. Use Image Thumbnails: use the user image thumbnails as generated by Sharepoints. Uncheck this option if your user profile images have not been uploaded via Sharepoint. Default User Image: (optional) specify a default user picture (if there is no user picture available) by entering a relative URL to the image Example: /yoursite/yourPictureLibrary/yourDefaultUser.jpg /_layouts/Person.gif  (Sharepoint 2010 default user photo) /_layouts/15/Person.gif  (Sharepoint 2013 default user photo) Header Text: enter an optional header text to be displayed in the header section. Please note that you can embed HTML tags if needed. Examples:  <p align=center>We'd like to congratulate!</p> <span style="font:34pt 'kunstler script';color:gold;font-weight:bold">Congratulations!</span> <span style="font:34px Caveat;color:white">Congratulations!</span> The above example uses a free Google web font (see https://fonts.google.com/ ). If you choose a Google font as eg. "Caveat", please add the below to the web part's "Options" setting: font:Caveat Header Image URL: optionally enter the URL of the header background image. The image can be stored in a Sharepoint Picture Library or on a web server. (Two suitable images are supplied in the Zip package) Header Height: enter the desired header height in pixels (set to zero if no header is needed) Show Column Headers: show or hide the table column headers Align Rows on Top: Vertically align the rows either on top or centered Background Color: enter the optional color of the table row background (leave blank to use default). Enter the value either as an HTML color name (eg. red) or as an  #RRGGBB vale (eg. #FF99CC) My Site Link: enter the desired display name of the �Personal Space� link. Enter the value "LastName" if you would like use the "LastName" column to link to the user's My Site. In this case the "PersonalSpace" column will automatically be suppressed. You can append the string /new if you want the link to open in a new window: Example: LastName/new You can also specify an icon instead of text by either pointing to an image in a Sharepoint Image Library or using the built-in icon by entering �mysite.gif�: Localization: enter the following 2 values (separated by semicolons) in your local language if you need to localize the English strings corresponding to "year" and "years": Example (German): Jahr;Jahre Cache Retention Time: enter the data cache retention time in minutes (enter "0" to turn off the cache feature) to speed up consecutive page visits. The use of this feature is recommened for large User Profile stores. License Key: enter your Product License Key (as supplied after purchase of the "Birthday and Anniversary Web Part" license key). Leave this field empty if you are using the free 30 day evaluation version.