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Portal ConfigurationNow it’s time to configure your server so that all the rich functionality of SharePoint Portal Server and Windows SharePoint Services are available. The next three steps create the basic configuration that you will need to review Microsoft SharePoint Portal Server “v2”. 1. Configuring SMTP and SPS E-mail Settings 2. Adding users and site groups 3. Managing audiences SMTP and SPS E-mail Settings1. Go to Site Settings 2. Go to SharePoint Portal Server Central Administration 3. Select “Configure e-mail server settings” and enter the information shown in table x. SMTP settings
4. Select “Submit”
Add Users and Site Groups1. Add users to local computer if not connected to a domain 2. Add local users to local group if no domain security groups are available 3. Go to Site Settings 4. Select “manage users” 5. Select “add users” 6. Enter aliases separated by semi-colon (step 1 – choose users) and select the site role (e.g. contributor) that you want for the users (step 2 – choose site groups) – Select “Next” 7. Add users page 2: Confirm users by adding e-mail addresses if appropriate (step 3 – Confirm Users), and select to send e-mail if appropriate to users to let them know they’ve been added to the site. (Step 4 – Send E-mail). Select “finish”
Manage audiences1. Go to Site Settings 2. Select manage audiences (bottom of page) 3. Select “add audience” 4. Enter “name” and “Description” for the audience and select rules option (either “members satisfy all of the rules” or “members satisfy any of the rules”) and select “OK” 5. Add Audience Rule page 6. Select “users” (choices – users or property – property has drop down) in Operand section, select “member of” in operator section (choices – reports to and member of), and type name of group in value field. (Please note: some selections require valid domains in order to enter them. A property, such as department, does not.) 7. Select “OK”
Creating Sites and LibrariesCreating sites and libraries allows you to see the site and storage capabilities of Sharepoint Products and Technologies as well as the rich feature set available right out of the box. Windows SharePoint Services Document Libraries and Team Sites
The first step to creating a new Document Library is to create a site that will house or be the repository for your new document library. Create a Site From the Portal 1. From the home page select “Sites” in the top left section of the page 3. Under “actions” on the left, select “Create Site” 4. Call the Site “Reviews” 5. Enter “Reviews” into the URL name. 6. Enter an e-mail address 7. Select “OK” 8. For the “Add link to New Site” page, leave the defaults and Select “OK” 9. Select Team Site (The Default) and Select “OK” Your new Site is now created. This site has a default document library called “Shared Documents”. You can select this library and begin uploading documents right away. Let’s create our own document library called “SharePoint Portal Review”
Create a Document Library 1. Click on “Create” at the top of the page 2. Select “Document Library” from the Document Libraries category 3. Enter “SharePoint Portal Review” in the name field 4. Select “Yes” for Creating a new version each time a file is checked in 5. Select the “Create” button Now, upload a few documents to your new library. 1. Select “Upload Document” 2. If you are running Microsoft Office 2003, you will have a “(Upload Multiple…)” option. Select this option or select the Browse button to upload a single file.
Your documents are now available in the portal. Top level security access
Document security is assigned at the Document Library level. Let’s assign security to your new library. 1. From the Portal Reviews Site home page, select the “SharePoint Portal Review” library under the “Documents” quick launch category on the left. 2. Select the “Modify settings and columns” option 3. Select “Change permissions for this document library” 4. Select “Add Users” 5. Add users and select their permissions 6. Select “Next” 7. Confirm the users and select “Finish” Windows SharePoint Services Document Library Profile(Meta Data) ColumnsDocuments that are saved in these document libraries can be tagged with valuable information to make them easier to find, organize and manage. Let’s create a profile field called “Document Status” to track the publication status of these review’s documents. 1. From the SharePoint Portal Review document library, select “Modify settings and columns” 2. Select “Add a new column” from the Columns category 3. Enter “Document Status” for the Column name 4. The type of information in the column should be “Choice (menu to choose from)”. Select this option. 5. Select “Yes” to make the field required. Documents without this field cannot be checked in to the library although they can be uploaded. 6. On separate lines, enter: Draft, In Review, and Published as the options 7. Leave the rest of the default options and select “OK” Future document uploads trigger a prompt to enter the profile fields before checking the document in.
Personalization ConfigurationNow that we have the portal and site infrastructure in place, let’s have fun with enhancing My Site to show off the personalization features. The next 5 steps walk you through personalizing a My Site page with Web Parts and content. Personalize My SiteA user’s “My Site” is configured the first time a user accesses the feature. 1. Select “My Site” from the top right side of the home page 2. “Creating my site” is displayed with a message that the process could take 10 to 20 seconds. 3. Site is displayed as “Home:(Domainname\username)” By default, “My Site” takes you to your private view. This view is designed as a place for each user to customize as their personal web based workspace.
Add a weather web part to your site 1. Select “Modify this page” in the upper right of the page 2. Select “Add Web Parts” from the pull down menu 3. Select the Online Library 4. Drag and drop the MSNBC Weather web part under the calendar web part and release it 5. Select Accept from the license menu Configure the MSNBC Weather web part 1. Click on “Select a location” in the web part 2. Enter in your zip code or city name 3. Select “Go” 4. Select “OK” at the bottom of the web part 5. Click on “Home” to see how the page looks now Add a link to your personal site 1. In the “My Links Summary” Web Part, select “Add new link” 2. Add a title. For example: Microsoft Web Site 3. Enter www.microsoft.com on the next line 4. Select the option to: “Share this link on my profile” This option allows you to share links on your public profile. We will go over this more in the next section of the tour. 5. Select “OK”
Public ViewUsers of SharePoint Portal Server have both a private and public presence on the portal. Let’s explore the Public view. Select “Public” on the left navigation pane. Your screen should be similar to the one pictured below in the figure below. Error! Objects cannot be created from editing field codes. Editing the public Profile 1. Select “Edit My Profile” 2. Add some text in the “About me” field. Notice that you can edit it with rich text tools. 3. Add phone info and then select “Save and Close Shared links from the private view will show up in the public view. As you can see the link created in the last exercise is displayed. Your public profile is the place that others in the organization can learn about the types of documents you author, your reporting chain and other useful information. Information from the Active Directory can be automatically synchronized with the portal and populated in the Organization web part. Configure Portal Home PageThe portal serves as the information aggregation point for the organization. The next five steps walk you through adding content and functionality to the portal structure. Web PartsThe home page is composed of a collection of Web Parts and links to other areas of the portal. You can easily customize the look and feel of the parts on this page. Let’s move the “Events” Web Part above the “News” Web Part on the page. 1. Select “Edit Page” under “Actions” 2. Select “Modify this Page” in the upper right hand corner 3. Select “Modify Web Parts” 4. Drag and Drop the “Events” Web Part above the “News” Part Rich ListsIt is possible to display any list from any portal site as a Web Part on the portal home page. Let’s create a contact list to share from the Portal Reviews Site. 1. Select “Sites” in the top navigation bar 2. Select “Portal Reviews” from the list 3. Select “Contacts” from the links to the left 4. Select “Edit in Datasheet” (Requires Microsoft Office 2003) 5. Add several contacts as shown in the graphic below 6. Close the Datasheet 7. Return to the home page by selecting “Reviewer’s Guide” (Home page link) in the upper right corner. 8. Select “Edit Page” 9. Select “Modify this Page” 10. Select “Add Web Parts” 11. Drag and Drop the “Cross-Site List Web Part to the “Bottom Zone” of the page 12. Select the taskpane by clicking on the inverted triangle next to the X in the “Cross-site List Web Part” 13. Select “Modify this Web Part” 14. In the taskpane on the right, enter in the URL to the team site. For example: http://revguide/sites/reviews 15. Enter in the list view path. For example: lists/contacts/allitems.aspx 16. Expand the Appearance option and change the title to “Portal Contact List” 17. Select “Apply” Flexible Portal StructureSPS “V2” allows administrators to easily change the structure of the portal with simple drag and drop operations. Let’s move one of the Topics to the top navigation bar as an example. 1. From the Portal home page select “Edit Page” 2. Under “More Actions” select “Manage Portal Site” 3. Expand “Topics” 4. Drag and Drop “Projects” up to “Home”(Note the Yellow Bar showing when item is ready to be dropped) 5. Select “Return to Site” Notice that the “Projects” topic is now on the top navigation bar. We will explore how to create new Topics next. TopicsLet’s create a new topic called “Portal Vendors”. 1. Under “Actions” Select “Edit Page” 2. Under “Topics” Select “Add a Link” 3. Enter the Title “Portal Vendors” 4. Select “OK” CategoriesCategories are found under Topics in Microsoft SharePoint Portal Server “v2.0”. Let’s create a new Category under the “Portal Vendors” topic called “Pure Play Portals”. 1. From the portal home page Select “Topics” from the top navigation bar. 2. Select “Portal Vendors” 3. Select “Edit Page” 4. Select “Create Sub-category” 5. Enter “Pure Play Portals” into the Title 6. Select “OK” This category is now ready to be populated with links, documents, Web Parts and other important information regarding this category. IntegrationMicrosoft SharePoint Products and Technology integrate with Microsoft Office 2003, Microsoft applications, and other Enterprise Applications. The following three steps walk you through reviewing the Microsoft Office 2003 integration to see the powerful end-user experience that integration provides.
Microsoft Office 2003Saving and Sharing Documents Saving documents to team sites and to your personal site is extremely easy when Microsoft Office 2003 is combined with SPS “V2”. Let’s save a new document to our “My Site” Shared Documents folder on the portal. 1. Open Word and type some text 2. Select “File-Save” 3. Select “My Site” 4. Select “Shared Documents” from the list of Document Libraries 5. This document is now available to anyone with access to the portal from your public profile’s “Shared Documents” link
Checking in Documents and Saving Meta Data Documents can be saved and checked in directly from Microsoft Office 2003. Let’s save the document created above to the Portal Reviews document library we created earlier in the tour and select the custom document property field. 1. Select “File-Save As” 2. In the “File name” box, enter “http://revguide/sites/reviews and hit enter 3. This list of Document Libraries available should be on screen as in the screenshot below (Insert Screen Shot) 4. Select the “SharePoint Portal Review” library 5. Select “Save” 6. Select the Document Status from the pull down menu 7. Select “OK” to save and check the document in to the library
Full-Text SearchSharePoint allows users to search for portal results while in a Microsoft Office 2003 document. 1. Create new document or open an existing document in Word. 2. From the “File” menu, select “File Search” 3. Enter search text 4. Under “Other Search Options”, deselect any resources on “My Computer” 5. Under “Other Search Options”, expand “Network Places” and then click twice in the box for the site name (e.g. revguide). 6. Select “Go”
The search results show files returned from the SharePoint site for your search term.
System RequirementsSPS Server RequirementsSPS Server Hardware RequirementsThe following are recommended minimum hardware requirements for the server: · Intel Pentium III–compatible processor · 256 megabytes (MB) of random access memory (RAM) · 550 MB free hard disk space Important The disk must be formatted as NTFS file system. Program and data file paths cannot be to removable or networked storage. Setup verifies this. SharePoint Portal Server Software RequirementsThe server must be running one of the following operating systems: Note For Microsoft SharePoint Portal Server "v2.0" Beta 2, only Windows Server 2003 Release Candidate 2 is supported. You can obtain these updates from the Windows_Updates directory on the SharePoint Portal Server CD. · Microsoft Windows Server 2003, Standard Edition, plus the latest service pack · Microsoft Windows Server 2003, Enterprise Edition, plus the latest service pack · Microsoft Windows Server 2003, Datacenter Edition, plus the latest service pack · Microsoft Windows Server 2003, Web Edition, plus the latest service pack In addition to the operating system, the following operating system components must be installed: · Web Application Server with the following components: o ASP.NET o Internet Information Services (IIS) 6.0 with the following components: o Common Files o SMTP Service o World Wide Web Service with the following component: § World Wide Web Service All servers in a server farm must run the same version and language of the operating system, and (where applicable) the same version and language of Microsoft SQL Server 2000, with the following exception—the configuration database can run Windows 2000 Datacenter Server or Windows Server 2003, Datacenter Edition, regardless of what other servers in the farm are running. Setup does not verify this. Server Software Coexistence IssuesMicrosoft SharePoint Portal Server "v2.0" Beta 2 cannot run on servers on which the following are installed: · Microsoft Exchange 2000 Server · Exchange 2000 Enterprise Server · Exchange Server version 5.5 and earlier · Microsoft Site Server (any version) · Microsoft Office Server Extensions · Microsoft Web Storage System (any version) · Microsoft SharePoint Portal Server 2001 Software Database RequirementsThe configuration database can be installed on the following: · SQL Server 2000, plus the latest service pack · SQL Server 2000 Enterprise Edition, plus the latest service pack · SQL Server 2000 Desktop Engine (MSDE 2000) The server on which the configuration database is installed must be running one of the following operating systems: · Windows Server 2003, Standard Edition, plus the latest service pack · Windows Server 2003, Enterprise Edition, plus the latest service pack · Windows Server 2003, Datacenter Edition, plus the latest service pack · Windows Server 2003, Web Edition, plus the latest service pack · Windows 2000 Datacenter Server Server Network RequirementsMultiple-server configurations are supported only on servers that are members of a Windows NT 4.0, Windows 2000, or Windows Server 2003 domain. 14/06/2003 |
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