With SharePoint Cross-Site Lookup 3.0, we've added over 5 features and
improved lookup performance

1. Introduction
2. Column Settings
• 2.1 General settings
• 2.2 Advanced settings
• 2.3 Convert column

1. Introduction

Cross-Site Lookup creates relationships among lists between different sites, looking up information from SharePoint lists in other sites.

2. Column Settings

To create a cross site lookup, there should be at least two lists built in two separate sites.

Go to the List you want to create a lookup for.

On List Tools, click "Create Column"

2.1 General settings

Type in the column name and select the Cross-Site Lookup column type

Specify source lookup list and column, and specify which columns as additional column.

2.2 Advanced settings

Create New Item - enable adding new item in the source lookup list with the"Create new item…" link

Filter by view - checking the box creates a filter for the Cross-site column. This means if a data is selected, the column will only display items that are related to the selected data.

Folder mode - activating this feature means only lists with folders will be visible

Do not repeat identical values - items with same name will not be duplicated

2.3 Convert column

A popup window will prompt you to choose which lookup column to convert

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Languages Supported: English

System Requirements

For SharePoint 2010:

Operating System:	Microsoft Windows Server 2008 x86/x64 Microsoft Windows Server 2008 R2
Server:	SharePoint Release: - Microsoft SharePoint Foundation 2010 or Microsoft SharePoint Server 2010 - Microsoft .NET Framework 3.5
Browser:	Microsoft Internet Explorer 7 or greater is recommended for Advanced Administration features Mozilla Firefox supported Chrome supported

For SharePoint 2007:

Operating System:	Microsoft Windows Server 2003 x86/x64 Microsoft Windows Server 2008 x86/x64 Microsoft Windows Server 2008 R2
Server:	SharePoint Release: - Microsoft Windows SharePoint Services v3 or Microsoft Office SharePoint Server 2007 - Microsoft .NET Framework 2.0 or 3.0 Note: This product is not compatible with SPS 2003 and WSS v2
Browser:	Microsoft Internet Explorer 6 or greater is recommended for Advanced Administration features Mozilla Firefox supported

Release Notes

3.0.202.1 Feb 3rd, 2012	New Features: - Support look up information from "Date and Time" and "Number"columns - Support displaying additional columns from lookup list - Support adding new items in the source lookup list by the "Create new item…" link - Support Cross-site lookup as site column - Improved lookup performance
2.18.1122.0 Nov 23th, 2011	Bugs fixed: - If users have no permission to access the source list, an Access Deny error will occur when users enter the New Item form or Edit Item form. - Users need to reenter the value if the other columns cannot pass the validation when submitting the New Item form or Edit Item Form. - If the source list or source site has been deleted, an error will occur when users enter the New Item form or Edit Item form.
2.17.1124.0 Nov 24th, 2010	Minor bug fixes
2.16.809.0 Aug 9th, 2010	New Feature: - Announced compatibility with SharePoint 2010.
2.15.714.0 Jul 19th, 2010	New Feature: - Server license added.
2.14.105.0 Jan 8th, 2010	Licensing module upgraded. New Feature: - Allow users to remove duplicate items.
2.13.820.0 Aug 21st, 2009	Licensing module upgraded.
2.13.721.1 Jul 22nd, 2009	New Feature: - Support German.
2.13.716.1 Jul 17th, 2009	Bugs Fixed: - Resolved the error when editing and viewing single value entries in Datasheet view; - Resolved the display error when viewing items with folder mode enabled; - Resolved the error when entering display page if the lookup list has been deleted.
2.11.428.1 Apr 28th, 2009	New Feature: - Support Japanese.
2.10.410.0 Apr 10th, 2009	Bug Fixed: - Enable choices to be sorted in alphabetical order in edit form.
2.9.326.0 Mar 26th, 2009	Bug Fixed: - Javascript error in some cases.
2.8.305.0 Mar 6th, 2009	New Feature: - The cross-site lookup configuration of a site template can be saved and applied to the new sites which are created based on that template.
2.7.227.2 Feb 27th, 2009	New Feature: - Allow users to look up folders and display all items in these folders. Bug Fixed: - Resolved the error: "(None)" option still exists when the column is required.
2.6.220.4 Feb 24th, 2009	New Features: - Enable to show other fields of the look-up items in display form; - Provide the option that whether filtering choices by view in Cross-Site Lookup.
2.4.112.0 Jan 12nd, 2009	Bug Fixed: - Support multiple Cross-Site lookup columns in Office2007 document library.
2.3.1231.0 Dec 5th, 2008	Bug Fixed: - Resolved the error occurring when users update items by non-web method.
2.2.1219.3 Dec 23rd, 2008	Initial Release

• I installed Cross-Site Lookup successfully, but where do I activate it?
  • Please open the site collection and log in as the administrator. Once you have successfully logged in, in your root site, go to your Site Actions menu and click Site Settings -> Modify All Site Settings. There, in the column titled "Site Collection Administration" on the far left, click on "site collection features". Then, activate the "SharePoint Cross-Site Lookup" in the feature list.
• I downloaded Cross-Site Lookup and installed it on my web front end server. It installs successfully but it is not listed in the application features section of Central admin so I can't activate it. What should I do?
  • o This feature is a site collection feature, not a farm feature. Please open the site collection and log in as the administrator. Once you have successfully logged in, in your root site, go to your Site Actions menu and click Site Settings -> Modify All Site Settings. There, in the column titled "Site Collection Administration" on the far left, click on "site collection features". Then, activate the "SharePoint Cross-Site Lookup" in the feature list.
• How should I deal with Cross-Site lookup information losses in a site collection that is created by custom templates?
  • After creating a site collection from a custom template, enter the Change Column page of the Cross-Site Lookup. Then click the "OK" button to save the configuration, set all Cross-Site lookup columns in the same way; all information will be shown in the web part.
• Why can’t Cross-Site Lookup columns be edited in the Datasheet view?
  • o Because the Datasheet view only supports out-of-box column types, you can convert Cross-Site Lookup to default Lookup in the Change Column page if you want to bulk edit in Datasheet view. After finishing editing you can convert it back to the Cross-Site Lookup.
  • Note: If Cross-Site Lookup columns are converted to SharePoint Lookup columns, some functions of Cross-Site Lookup will be lost.
• Does the lookup work with SharePoint document library (as the standard SharePoint lookup does)?
  • Yes, Cross-Site Lookup can be used by Document Library.
• Can Cross-Site lookup retrieve more than a single field?
  • Yes, when you are creating or changing a Cross-Site column, you can choose the columns you want to show in the "Show other columns" box. You can see these columns’ value in the view item page.
• What are the limitations of the trail version?
  • There is no limited functionality for the trial version except for you not being able to convert Cross-Site Lookup to SharePoint Lookup.
• Will Cross-site Lookup stop working after the trial period has ended?
  • After the trial period has ended, users can not add new Cross-Site lookup columns or modify the settings of existing Cross-Site Lookup columns. When users edit the Cross-Site Lookup columns on a new form or edit a pre-existing form, the view filter function will also be limited. However, the basic functions of Cross-Site Lookup will still work.

Purchase FAQ

Questions about Licensing:

• What is the difference between a Server License and a Site Collection License/Farm License?
  • Currently, we can provide Server License, Site Collection License and Farm License:
  • Each WFE will require a Server License (For SharePoint 2007: all servers running the SP Web Application service will need to be licensed; for SharePoint 2010: all servers running the "Microsoft SharePoint Foundation Web Application" service will need to be licensed). SPB Server Licenses do NOT limit the number of end-users.
  • A Site Collection License (with end-user number limit) can be applied to one site collection only, you would need to make sure the number of end-users is within the end-user number limit provided by your license;
  • A Farm License can be used across all site collections within a SharePoint farm; however the maximum number of users within each site collection is limited by the end-user number limit provided by your license. For example, a 400-end user Farm License means that the number of users within a site collection should not exceed 400.
  • To find out the number of end-users you have in your site collection/farm, please check the license management page (this will appear after you install the trial version of our software on your SharePoint servers), or download and run the free End User Viewer Tool available here: http://www.sharepointboost.com/end-user-viewer-tool.html.
• Which type of license should I choose?
  • Server Licenses are better if you would like to use the product without site collection or end-user restrictions.
  • A Site Collection License/Farm License is better if you only want to use the product in one site collection/farm and the number of end-users is unlikely to grow rapidly or change frequently.
  • If you are still unsure as to which license type is best for you, please email sales@sharepointboost.com for assistance.
• What are "end-users" and how do they affect my Site Collection License/Farm License?
  • End-users do NOT affect Server Licenses. An end-user count is only needed for a Site Collection License or Farm License.
  • An end-user is defined as any user who has access to, or has accessed any site in your Site Collection/Farm at any point in time, either directly (e.g. signing in) or indirectly (e.g. assigning him a task). And the number of end-users in the site collection means the total number of users across all sites in the site collection.
  • Once a user has accessed a site in the site collection/farm, he is counted, regardless of whether or not this user is active on the site where the product is used. For example, while you may only have 50 users who would need to use the product on Site A in the site collection, there are 360 users accessing Site B (including the 50 accessing Site A), making a total of 360 users with access to the site collection. Since Site A and Site B are in the same site collection, you would need to purchase a license for at least 360 users. SPB licenses increase in increments of 100 users, so if there are 360 people who have access to the site collection, you will need to purchase a 400 end-user license.
• If the current end-user number exceeds the end-user number allowed by my Site Collection License/Farm License, what will happen?
  • Please note that end-users do NOT affect Server Licenses.
  • If the current end-user amount exceeds the amount of end-users allowed by your Site Collection License/Farm License, the original functions and settings of the software will NOT be influenced until you change them (e.g. additions, deletions, modifications, etc.)
  • You can either use our End User Viewer Tool to delete some inactive or disabled SharePoint users (http://www.sharepointboost.com/end-user-viewer-tool.html) or upgrade your license with more end-users.The cost of a license upgrade is equal to the price difference between the old and new licenses, plus a standard fee of 50 USD applied to all upgrates submitted. For example, if you had purchased a 200 end-user license for $500 and now you want to upgrade to a 300 end-user license (Price: $600), you only need to pay the difference (600-500=$100) plus the standard upgrade fee ($50), therefore in total $150. It also applied to Farm License.
• What will happen if I buy a new server or add another server? How will this affect my license?
  • Please note that adding an additional server/replacing an old server with a new one will NOT affect Site Collection Licenses/Farm Licenses. Please contact sales@sharepointboost.com for more information only if your Site Collection ID/Farm ID has changed.
  • However, if you are using Server Licenses for an SPB product and you subsequently add an additional WFE to your environment, you will need to purchase another Server License. Also, if you elect to replace an old server with a new server, and the Server Code subsequently changes, you will need to contact sales@sharepointboost.com for more information.
• What is Premium Annual Support? If I buy it, what do I get?
  • For detailed information regarding SharePointBoost's Premium Annual Support plan, please visit our support page.
  • Premium Annual Support must be renewed each year. Support fees are charged per license per year.
• How can I find my Server Code or Site Collection ID/Farm ID?
  • To find your Server Code or Site Collection ID/Farm ID, please check the license management page (this will appear after you install the trial version of our software on your SharePoint servers – for help finding this information, please email support@sharepointboost.com, or download and install the free License Management Center here: http://www.sharepointboost.com/licensecenter.html.
• What is the price for DEV/Test environment? Is there any discount?
  • SharePointBoost offers 50% discount off the list license price for DEV/TEST environment when customers purchase license for their production environment.
• Do I have to pay for updates as new versions of the product are released?
  • Do I have to pay for updates as new versions of the product are released?
  • A minor release contains bugs fixes and minor feature changes (e.g. 1.0 to 1.1). Major releases include significant feature additions and enhancements (e.g. 1.x to 2.0), and Major releases (usually with significant functionality added) require the payment of an upgrade fee. However, if you purchase our Premium Annual Support plan, then all major and minor releases are free for one year.
• Do I need to apply for a new license if the site collection ID/farm ID/server CODE has been changed?
  • Yes. Since the license is generated based on the specific site collection ID/farm ID/server CODE, which means, once the site collection ID/farm ID/server CODE is changed, the original license CODE would be invalid as well. You need to contact our sales team(sales@sharepointboost.com ) for further assistance.

Questions about Purchasing Process:

• Does SharePointBoost accept Purchase Orders?
  • Yes, we accept purchase orders from our customers, for more details on purchasing via PO, please contact sales@sharepointboost.com.
• Which payment methods does SharePointBoost allow?
  • PayPal:
  • The preferred method of payment is PayPal. You can either purchase SharePointBoost products via PayPal account or via credit card. If you would like to purchase a Site Collection License/Farm License where the total number of end-users is greater than 900, we will generate a PayPal purchase link and send it to you in an email (paying via purchase link does not require that you have a PayPal account).
  • Secure Purchase Link:
  • If purchasing our products through PayPal is not possible for you, then you may contact sales@sharepointboost.com to get a secure purchase link generated and then emailed to you. Here you may pay with a credit card online, by phone, or by fax.
  • Bank Transfer:
  • If purchasing our products through PayPal or via a secure purchase link is not possible for you, then you may contact us to get bank information for a wire transfer. Note that you are responsible for any bank transfer fees.
  • If you do not specify one currency from USD, HKD, JPY, or EUR, we will take USD as the default payment currency.
  • SHAREPOINTBOOST DOES NOT ACCEPT CORPORATE OR PERSONAL CHECKS. PLEASE USE PAYPAL, SECURE PURCHASE LINK OR BANK TRANSFER TO PURCHASE OUR PRODUCTS.
• What is SharePointBoost's refund policy?
  • A request for a refund will only be granted if it is received BEFORE the license code has been sent. Once SharePointBoost has sent you a license code, the sale is considered final. We recommend that you take advantage of the 30-day trial period to download and test the product. This should allow you to fully test and make sure the product meets your needs before making a final purchase decision.
• Does SharePointBoost offer a discount for non-profit organizations, government agencies, or educational institutions?
  • Yes, SharePointBoost can offer discount on condition that you can provide proof that your organization is a registered non-profit, please contact sales@sharepointboost.com for the discount.