Getting started
Configuration wizard
- Open configuration wizard
- Data source
- Views and filtration
- Design
- Templates
- Custom code
- General
- Reset configuration
HTML templates
JavaScript framework
Additional resources
- Video: Introducing Plumsail Org Chart
- Data caching
- How Org Chart pulls data from AD On-Premises
- Exclude disabled users in On-Premises
- Make sure that SharePoint has enough data
- Configuring profiles sync in On-Premises
- Exporting properties to a directory service
General
- Version history
- Licensing details
- Data protection and security
- Custom code security measures
- Billing and subscription management
Printing & Reports
- Printing organizational structure
- Generate multi-page PDF report
- Export to CSV and analyze in Excel
- Custom styles for printed Org Chart
Microsoft Teams
Display different types of employees
- Display dotted-line managers (SharePoint list)
- Display dotted-line managers (Entra ID)
- Display dotted-line managers (User Profiles)
- Display dotted-line managers (Excel/CSV)
- Display assistants (SharePoint list)
- Display assistants (Entra ID)
- Display assistants (User Profiles)
- Display assistants (Excel/CSV)
- Display vacancies
Filter and order boxes
Customize boxes and styles
- Format boxes conditionally
- Customize box HTML template and CSS styles
- Display awards and conditionally format Org Chart
- Create an Org Chart with two root managers
- Change Org Chart skin
- Localize Org Chart
Show specific user on load
- Drill down to specific box using URL parameter
- Drill down to current user by default
- Drill down to manager of user from URL by default
Manage web part size and scale
- Open Org Chart in full-screen mode on load
- Make Org Chart use full page width
- Automatically scale boxes to fit visible area
Other examples
What is SharePoint Web Front End server (WFE)
The Web Front End (WFE) server is a server that handles web page requests from users. Thus, each time the user opens a SharePoint page in a browser, it is processed by the WFE server. SharePoint farm may have several such servers. In this case, Network Load Balancer is distributing requests between them. It is the way to scale SharePoint.
Org Chart for SharePoint on-premises is licensed per Web Front End server. You may need to calculate the number of the WFE servers on your farm to purchase the correct number of licenses.
Note
It may occur that the Load Balancer distributes the user requests only among some of WFE servers. In this case, you will need licenses not for all of them but only for the part that actually handles the requests.
SharePoint 2013
In this version of SharePoint, the WFE server usually has the “Microsoft SharePoint Foundation Web Application” service started. You can check it in SharePoint Central Administration: Central Administration > System Settings > Manage services on server. On the “Services on server” page, select a server and check if the service is started. If it is, most likely, the selected server is acting as a WFE server.
Thus, you can switch between your servers and find all WFE ones.
SharePoint 2016/2019/SE
In this version of SharePoint, you can find the roles of servers in the “Farm information”: Central Administration > System Settings > Manage servers in this farm. The WFE servers will have a “Front-end” role: