Bending the Sharepoint Rules
I had an interesting request from one of my clients a few weeks ago: they needed to share calendars, which can be done in no time, but they also wanted the events colour-coded; and they preferred it all to be done from Outlook. Oh, and did I mention we don’t use an Exchange server? But how hard could it be; we have SharePoint 2010, a Windows 2011 SBS server, and most of the company’s users use Outlook 2010.
So the obvious question is, “why not move everyone to Exchange and be done with it?” We have opted not to move to Exchange for a few reasons: first, this is a small company located in an area with sketchy Internet service and even sketchier hydro. We were concerned about not being able to access email in the event of Internet or power loss. They also have a variety of mobile devices, which complicates the matter even more. Did I mention they do not have an IT person on-site? For those reasons, we decided it was too much of a risk to move mail in-house at this time. That being said, they are the perfect candidate for Office 365 because of the reasons outlined above. Stayed tuned for an Office 365 post and why I love it as much as I do.
Now back to the dilemma at hand: how do we share colour-coded calendars with the technology we have in place and use? After some trial and error, we came up with a solution that works best for them. We created a SharePoint calendar and then attached the calendar to each users local Outlook. Great, now we can see the events, but we can’t see the colours the that the users have assigned to each event. We could do this via overlays in SharePoint, but then I would have to have each user add events in SharePoint, not Outlook as they wanted. I also wanted to keep the solution easy, so they could manage it. Creating overlays would be too much work, and, again, did I mention they do not have an IT person on-site? The solution:
Use the colour categories already provided in Outlook. We created the same categories, both in name and colour, on each users desktop Outlook. Now everyone sees the correct colours on their version of Outlook.
This may not be the “proper” way to do this, but we met the clients needs and kept it simple to manage, allowing the client to focus on their business and not the technology that runs it.