How to Convert from Microsoft Online Services Trial to the Real Deal(Paid)

May 29, 2009

Below is an excerpt taken directly from Microsoft whitepaper on Download Center Trial Guide for the Business Productivity Online Suite from Microsoft Online Services (Download here for the full document)…

Scenario 5: Converting a Trial Account to a Paid Subscription

Now that you have gone through the trial experience, we invite you to transition your Business Productivity Online Suite trial account to a paid subscription. Purchasing your subscription grants you unlimited access to all the powerful communication and collaboration tools you experienced during your trial and you can subscribe for as few as five seat licenses. Additional licenses can be added at any time.

  1. You can convert your trial account to a paid subscription in the Microsoft Customer Portal. Navigate to and sign in with your Windows Live ID that you used to create your trial account.
  2. Click the Subscriptions tab of the Customer Portal
  3. In the Actions section of the Your Subscriptions table, click the drop down menu and choose Buy now. Then click the Go button.
  4. The Shopping Cart window appears.
  5. (Optional) If you want to adjust the number of subscribers, in the Qty field, type the number of users for whom you want to purchase Business Productivity Online Suite licenses, and then click Update Total.
  6. Click the checkbox acknowledging a discount has been applied to your purchase.
  7. Click the Checkout button.
  8. In the Billing Information wizard, complete the payment information and follow the instructions in the wizard. When the Confirmation page appears, your order has been successfully completed. Click Close to dismiss the window.

The Customer Portal will display your new set of paid subscription services.

Your Subscription Window, Microsoft Online Services

Your Subscription Window, Microsoft Online Services

Still have questions?  Vorsite is a Microsoft Gold Certified Partner, we are available to assist you through the subscription and migration process.


Again, the above is an excerpt taken directly from Microsoft  whitepaper on Download Center Trial Guide for the Business Productivity Online Suite from Microsoft Online Services (Download here for the full document)…



The Vorsite Team


Mobility Resources for Microsoft Online Services

May 26, 2009

Microsoft website that provides resources for Microsoft Online Services Mobile support

“Microsoft Exchange Online and Microsoft SharePoint Online. Both Exchange Online and SharePoint Online can be accessed through a variety of devices: Windows Mobile 6.0+ devices, Exchange ActiveSync devices, and RIM BlackBerry devices.”

Go to for more information or

Breaking down information silos – Part 2

May 26, 2009

This was previously posted on our blogspot and has been migrated to this blog.  Enjoy! – The Vorsite Team


Let’s continue…

Forgot to mention I took over mid-project. By then, the customer has agreed to leave direct data integration out of the project scope and adopt a POC approach to see if we could surface the data. That certainly made life easier.

As we dived deeper and found out more about how the business users created and consumed the reports, we discovered that another BI Project was running in parallel. So, the question is: “Why Vorsite?” BI is not our core competency and we have been upfront to the customers. However, we are experts in hooking MOSS up to Enterprise Content Management systems so we understand how important it is for end users to go to a single point of entry to access the information they need to do their jobs. After all, the biggest pain point (for the existing desktop tool) was the multiple source/location/copy of the “same” reports.

So, we really need to deliver a solution which will be perceived as value-add as well as make sure that it is scalable and extensible.

The first Excel report contained the group’s overall financial report. PerformancePoint Monitoring Server came into the picture. We built a couple of scorecards that provided at-a-glance insights into non-performers. These scorecards were based on flat data which has been imported into a SQL database and a cube. This addressed the need of top leadership so that they could take actions. Depending on needs, we planned to add analytic reports/graphs to present the data in different views in future phase(s).
For the Business Unit Managers, they needed details and made profit center accountable.

In order for profit center managers to follow the money trail, we needed to integrate the second set of Excel reports which were pulling data directly from a cube owned by a different group. We decided to use Excel Services and create an Excel Services report in the Dashboard Designer. There was no reason to rebuild something which worked plus we did not have write access to the cube to manipulate the hierarchy of the dimensions and produce an analytic report with all the columns our customers wanted to see.

Finally, we created a page in MOSS. When I saw the PerformancePoint Dashboard item Web Part, I honestly thought that was the coolest thing ever existed. A fellow colleague who is a developer will probably yell at me for simplifying the complexity in pulling everything together but it really did seem easy: just add and drop the filter, scorecards and reports you need! (That’s definitely the PM talking.)

Thanks to the hard work of a dedicated team, the above was successfully pushed out to production. We generated so much excitement in the super user group that we were approached to look into how we could convert an Excel forecast management tool into a web-based tool and integrate that into the new platform!

Previouly Posted by Pui Chee Chan

Breaking down information silos – Part 1

May 26, 2009
This was previously posted on our blogspot and has been migrated to this blog.  Enjoy! – The Vorsite Team
What do you do when the customer gives you a couple of Excel Spreadsheets and you are asked to “expose the data” in SharePoint using PerformancePoint? Make things happen!

Previously Posted by Pui Chee Chan

As a Program Manager at Vorsite Corp., I was recently asked to run this project. I pretty much walked away from the initial internal project briefing wondering how to translate “make it pretty”; “wow me!” etc. into user requirements. But, it’s my job to scope the requirements and see structure in “chaos” – should be a walk in the park, right?

Here are the facts:
– Two Excel Spreadsheets containing data pulled from different data source. Several hidden worksheets with columns performing vlookup/complex if-else statements to derive values for use in multiple pivot tables representing the data in different views

So, what’s the problem with using the Excel spreadsheets?

I like to approach problem using a scenario. So, picture this:

You are a new hire in the Marketing group. As a Business Unit Manager, You are responsible to track budget spend and keep management informed of how you spend the money. Because of the nature of the business, you have to collaborate with several other business units/external vendors to run a full marketing campaign. As a result, you distribute your budget among several individuals. So, you have a group of people who commit to spending X amount of your money but you have no visibility to the actual amount until the invoices go through the financial systems. You quickly realize that you need to look at multiple systems to follow the money trail. The monthly meeting is tomorrow – where do you look? Jim, your analyst, said the latest Excel reports are stored in the shared network drive – access is open to all – can you trust the data? Where do you start? Over 10 campaigns and it’s already 2 in the morning. Do you even need to be concerned at all? Or maybe you can simply pray that forecast always equal actual in real life.

Don’t take me wrong. I love Excel. And I marvel at the complexity of these two reports. I just think that it should be easier when you need more information. Plus, nothing prevents me from tweaking the figures to my advantage. If everybody brings a different copy of the report to the meeting, how can decision makers gain true insights into business performance?

If I got you hooked so far – stay tuned for more…

SharePoint / .Net Development Consulting Work

May 26, 2009

We are looking for consultants and contractors that have a proven record and meet the criteria below.

  • Candidates must have at least 5 years of progressive experience designing, developing and successfully deploying web applications, including at least 3 years of experience with SharePoint and Developing with the SharePoint OM/SDK
  • Must have extensive software development experience using: .NET Development, ASP.NET, C#, JavaScript, HTML, CSS, XML, SQL Server/T-SQL, Stored Procedures
  • Candidates must have a clear understanding of software development processes, configuration management, requirements and defect tracking with industry standard tools.
  • Outstanding written and oral skills

Send a brief description about yourself and your accomplishments to

The Vorsite Team

SharePoint Consultants… Contractors

May 26, 2009

Vorsite is looking for passionate individuals that are interested in driving and producing Enterprise 2.0/3.0, Collaboration, and Search solutions. Whether you enjoy developing, implementating, or customizing SharePoint we are interested in hearing from you! We are looking for individuals that can easily integrate into an existing team and work independently (remote workers). Send your  a brief description about yourself and your interests to .

How to Enable Vorsite’s SharePoint Federated Search Web Part for EMC Documentum

May 21, 2009

Vorsite Federated Search for EMC Documentum

The Vorsite Federated Search Connector provides integration points between Microsoft Search Server 2008 or Microsoft Office SharePoint Server 2007 and Enterprise Content Management Systems such as EMC’s Documentum. By bridging the gap, Vorsite technologies allow information workers to seamlessly access relevant search results from multiple back-end systems, maximizing the value search delivers to enterprise customers. Federated Search Connectors utilizes the SharePoint search engine and the Documentum search engine to pass search queries to a target system and accept and display results returned from that system. Customers tell us, “I need to find all of the information I can about my client with one search query. I don’t care where it comes from; it just needs to be relevant.” Federated Search Connectors are the fastest and easiest way to perform a search query which is sent to both engines and the results are merged together in a single result view.

Advantages of Federating Content with Microsoft SharePoint Search

By using federated search to return search results:

  • You require no additional capacity requirements for the content index, as content is not crawled by the search server.
  • You can take advantage of a repository’s existing search engine. For example, you can federate to an Internet search engine to search the Web.
  • You can optimize the content repository’s search engine for the repository’s specific set of content, which might provide better search performance on the content set.
  • You can access repositories that are secured against crawls, but which can be accessed by search queries.

Key Features

  • Secure, accessible data
    Information workers use their enterprise content management platform permissions to maintain security of available content.
  • Enhanced business processes
    Federated Search connectors remove the need for multiple files and redundant information.
  • Improved quality of business decisions
    The Vorsite Search Connectors make it easier to locate and retrieve relevant data.

Enabling Our Federated Search Solution in MOSS Search Center *To continue with the instructions below we are assuming that you have already purchased the Federated Search connector from Vorsite, to purchase or get a 30-day free trial contact us.

  1. Install the Vorsite Search Web Part for Documetum which is a component of Vorsite Enterprise Productivity Suite for Microsoft Search
  2. Create a new Search Page, DCTM.aspx
    1. Go to http://MOSSServer/SearchCenter.
    2. Click Site Actions> Create Page.
    3. Create a new Search Page, call it DCTM. Choose (Welcome Page) Search Page for Page Layout.
  3. Add a new tab on the page that opens,
    1. Click Add New Tab
    2. Enter the details as follows:

      Tab Name: DCTM

      Page: DCTM.aspx

      Tooltip: (Optional)

    3. Click Ok.
  4. Create Search Result Page, DCTMResults.aspx. You should be on the Search Center page.
    1. Click Site Actions> Create Page.
    2. Create a new Search Results Page, call it DCTMResults. Choose (Welcome Page) Search Results Page for Page Layout.

      Eight web parts (Search Summary, Search Action Links, Search Best Bet, Search Statistics, Search Paging [2], Search High Confidence Results, Search Core Results,
      Search Paging [1]) are added by default. You can remove all of them.

  5. Add a new tab on the page that opens,
    1. Click Add New Tab
    2. Enter the details as follows:

      Tab Name: DCTM

      Page: DCTMResults.aspx

      Tooltip: (Optional)

    3. Click Ok.
  6. On the same page, locate the Search Box
    Web Part, click Modify Shared Web Part.


    1. Expand Miscellaneous
    2. Replace the value in Target search results page URL with DCTMResults.aspx.

    3. Click Apply and then OK to close the Tool Pane.
  7. Add v-Search web part to the bottom zone.
  8. Open the Tool Pane for v-Search
    1. Configure the web part as you would when adding to any other MOSS sites

    Tip: You can leave Tool Pane open for subsequent steps.

  9. You need the Advanced Search link. The easiest way to do so is copy the value from the browser.
    1. Click the Advanced Search link in v-Search

    2. Once redirected to v-Search Advanced Search page, copy the URL (from “/_layout” onwards) displayed in your browser, should like this:


      Note: replace MOSSServer with your server (and include port number if applicable)

  10. Go back to v-Search Tool Pane:
    1. Check Hide Search UI. Since the search string will be passed by the Search box in MOSS Search Center, the search box in <Vorsite Search> is redundant.

  11. You can update the Chrome Type to None so that v-Search does not have any title and border:
    1. Expand Appearance.
      Edit Chrome Type.

    Note: If you select None, you will not have access to the link for changing Documentum Credentials.

  12. Before you leave this page, the final step is to configure Advanced Search link in the Search Box web part.
    1. Locate the Search Box
      Web Part, click Modify Shared Web Part.
    2. Expand Miscellaneous
    3. Replace the value in Advanced Search page URL with the link you recorded in Step 8.

    4. Click Apply and then OK to close the Tool Pane.
  13. Go to http://MOSSServer/Search Center/Pages/DCTM.aspx. Locate the Search Box Web Part, click Modify Shared Web Part.
    1. Expand Miscellaneous.
    2. Replace value in Target search results page URL with DCTMResults.aspx.

    3. Edit Advanced Search page URL, replace the value with what you recorded in Step 8.

  14. Finally check and make sure you can search Documentum content before you check in and publish all new and modified pages.

    Tips: If you click Site Actions> Manage Site Content and Structure, the newly created pages/tabs can be found in Pages, Tabs in Search Pages and Tabs in Search Results.

Contact us at Vorsite, via the contact page, email (, or phone +1 206 781 1797, Toll Free: +1 800 218 7260 to purchase or get a 30-day free trial .

Still have questions, please

The Vorsite Team

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