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Slide 1: Microsoft Virtual Labs ® Introduction to Windows SharePoint Services 3.0
Slide 2: 2 Introduction to Windows SharePoint Services 3.0 Introduction to Windows SharePoint Services 3.0 Objectives After completing this lab, you will be able to: Describe the user interface changes in Microsoft® Windows® SharePoint® Services 3.0. Configure the document collaboration features in Windows SharePoint Services 3.0. Configure wikis, blogs, and Really Simple Syndication (RSS) feeds in Windows SharePoint Services 3.0. Configure project task tracking in Windows SharePoint Services 3.0. Configure e-mail integration in Windows SharePoint Services 3.0. Configure Microsoft Office Outlook® 2007 integration with Windows SharePoint Services 3.0. Configure discussions and surveys in Windows SharePoint Services 3.0. Scenario You are the network administrator for Contoso, Ltd. The company has Windows SharePoint Services version 2 deployed, but it is planning to deploy Windows SharePoint Services 3.0 to provide enhanced collaboration between users in the company. In preparation for the migration, you need to understand how to configure and use many of the new features available in Windows SharePoint Services 3.0. Lab Components This lab includes two components: Exercises—The exercises include detailed step-by-step instructions and are required. The exercises cover the core information needed to meet the lab objectives. Additional Tasks—The additional tasks are listed at the end of each exercise. You can perform these tasks to extend your learning about the product. The additional tasks do not provide step-bystep instructions, but the procedures are similar to the steps that you performed in the exercises. The additional tasks are optional, but it is recommended that you complete them to gain a fuller understanding of the product.
Slide 3: Introduction to Windows SharePoint Services 3.0 3 Computers This lab uses three virtual machines performing the following roles: 3369A-3373A-SEA-DC1 • Domain controller • Microsoft Exchange Server computer 3369A-3373A-SEA-SRV1 • Member server • Server running Microsoft Windows SharePoint Services 3.0 3369A-3373A-SEA-CL1 • 2007 Microsoft Office system client Estimated time to complete this lab: 90 minutes Virtual Lab Console This lab makes use of the Microsoft Virtual Lab Program, an application that allows you to run multiple virtual machines online. During the lab, you will switch between different windows, each containing a separate virtual machine running Microsoft Windows Server™ 2003 or Microsoft Windows® XP. Before you start the lab, familiarize yourself with the following basics of the Virtual Lab Console: To switch the focus for your mouse and keyboard to the virtual machine, click inside the virtual machine window. To remove the focus from a virtual machine, move the mouse pointer outside the virtual machine window. To issue the CTRL+ALT+DELETE keyboard combination inside a virtual machine, use RIGHT-ALT+DELETE instead. Virtual PC designates the RIGHT-ALT key as the Host key. Select the machine you wish to perform tasks on by selecting it in “My Machines” To Start the Lab Before you can perform any of the lab exercises, you must log on to the computer. If an error message warns you that the disk’s parent appears to have been modified, click OK to continue. This error message appears when you move Virtual PC images between computers with different timezone settings. Note These demonstrations have been developed using beta software. If a specific task results in an error message or a time-out screen, try performing the task again. The task will most likely be completed successfully at the second attempt.
Slide 4: 4 Introduction to Windows SharePoint Services 3.0 Exercise 1: User Interface Changes in Windows SharePoint Services 3.0 The user interface for Windows SharePoint Services 3.0 has been significantly redesigned to make it easier for users to navigate between SharePoint sites, subsites, and lists. The user interface has also been redesigned to provide a security-trimmed interface so that users can view only the options on a page that they have permission to access. This exercise shows an overview of user interface changes in Windows SharePoint Services 3.0. User Interface Changes in Windows SharePoint Services 3.0 Tasks Setup steps only. Detailed Steps Click on SEA-CL1 under My Machines in the Virtual Lab console Log on to SEA-CL1 by entering RIGHT-ALT+DEL as Qin with the password Pa$$w0rd. Log on to SEA-SRV1 as Administrator with the password Pa$$w0rd. 1. On SEA-CL1, connect to the IT site home page at http://sea-srv1/sites/IT. a. b. Click Start, point to All Programs, and then click Internet Explorer. In the Address bar, type http://sea-srv1/sites/IT, and then press ENTER. On the IT Home page, on the top navigation bar, click IT Admins. On the IT Admins home page, under Documents, click Network Documentation. Point out the site breadcrumb just above the Network Documentation name. Click IT Admins to return to the IT Admins home page. On the IT Admins home page, under IT Admins, point out the top link bar. Click Home. Click View All Site Content on the Quick Launch bar. Under Sites and Workspaces, point out the ITProcedures subsite. On the All Site Content page, click Home. Click Site Actions, and then click Site Settings. On the Site Settings page, under Look and Feel, click Top link bar. On the Top Link Bar page, click New Link. On the New Link page, in the Type the Web address box, type http://sea-srv1/sites/IT/ITProcedures. In the Type the description box, type IT Procedures, and then click OK. On the Top Link Bar page, click New Link. On the New Link page, in the Type the Web address box, type http://sea-srv1/sites/Sales. In the Type the description box, type Sales, and then click OK. 2. Use the top navigation bar links and the site breadcrumbs to navigate from the IT home page to the IT Admins site and then to the Network Documentation document library. Add the IT Procedures subsite under the IT Admins site to the top navigation bar. a. b. c. d. a. b. c. d. e. f. g. h. i. j. k. l. 3. m. Under Team Site, click Home. Notice that both the IT Admins
Slide 5: Introduction to Windows SharePoint Services 3.0 subsite and the Sales team site links are now listed on the top link bar. 5
Slide 6: 6 Introduction to Windows SharePoint Services 3.0 (continued) User Interface Changes in Windows SharePoint Services 3.0 Tasks 4. Detailed Steps a. b. c. d. e. f. Configure the IT Procedures subsite to use the same top navigation bar as the parent site. On the top navigation bar, click IT Procedures. On the IT Procedures home page, click Site Actions, and then click Site Settings. On the Site Settings page, click Top link bar. On the Top Link Bar page, click Stop Inheriting Links. On the Top Link Bar page, click Home. Above IT Procedures, in the top level breadcrumb, click IT. On the IT page, click Site Actions, and then click Site Settings. Under Look and Feel, click Navigation Options. On the Navigation Options page, select the Enable Tree View check box, and then click OK. Under IT, click Home. On the IT Home page, click Welcome Qin Hong at the top of the page, and then click Sign in as a Different User. In the authentication dialog box, log on as Contoso\greg with the password Pa$$w0rd. Confirm that the Site Actions tab is not visible, but the Add new announcement link is. On the IT Home page, click Welcome Greg Weber at the top of the page, and then click Sign in as a Different User. In the authentication dialog box, log on as Contoso\arlene with the password Pa$$w0rd. Confirm that the Site Actions tab and the Add new announcement link are both unavailable. On the IT Home page, click Welcome Arlene Huff at the top of the page, and then click Sign in as Different User. In the authentication dialog box, log on as Contoso\qin with the password Pa$$w0rd. 5. On the IT Admin home page, enable the tree view in the left navigation pane. a. b. c. d. 6. To test the security-trimmed interface, log on to the IT Web site as Greg Weber and as Arlene Huff. • Greg is a site member with contributor access, so the links to create new announcements and links are available, but the Site Actions option is not. Arlene is a site visitor, and she has only reader access to the site, so none of the links for creating new content are displayed for her. a. b. c. d. e. f. g. h. • Additional Tasks If time permits, complete the following tasks to learn more about the user interface changes in Windows SharePoint Server 3.0: Add a link to http://support.microsoft.com to the top navigation bar. You can add links to any Web sites to the top navigation bar. Access the IT Procedures subsite and configure it with a unique top navigation bar rather than inheriting the navigation bar from the parent site.
Slide 7: Introduction to Windows SharePoint Services 3.0 7 Exercise 2: Document Collaboration Windows SharePoint Services 3.0 provides enhanced document management functionality. New features include content approval, enforcement of content versioning, configuration of check-out restrictions, and support for multiple content types. Another new feature is the two-level Recycle Bin. This exercise shows some of the document management and collaboration features available in Windows SharePoint Services 3.0. Document Collaboration Tasks 1. Detailed Steps a. b. c. d. e. f. g. h. i. j. Access the Network Documentation document library on the IT Admins site, and configure the following settings: • • • Enable content approval. Enable major and minor document versions. Configure permissions so that all users with edit permissions can see draft items. Require that users check out documents before editing them. Configure a list or library to support multiple document types. On the IT page, on the top link bar, click IT Admins. On the IT Admins page, under Documents, click Network Documentation. On the Network Documentation page, click Settings, and then click Document Library Settings. On the Customize Network Documentation page, click Versioning settings. In the Content Approval section, click Yes. In the Document Version History section, click Create major and minor (draft) versions. In the Draft Item Security section, click Only users who can edit items. In the Require Check Out section, click Yes. Click OK. In the site breadcrumb, click Network Documentation. Rest the cursor on Network Configuration, and then click the down arrow that appears. Click Edit in Microsoft Office Word. In the Internet Explorer dialog box, click OK. After the document opens in Office Word, add some content to the document, and then click Save. Close the Office Word document, and in the Microsoft Office Word dialog box, click Yes. In the Check In dialog box, ensure 1.1 Minor version (draft) is selected, and then click OK. On the Network Configuration menu, click Version History. On the site breadcrumb, click Network Documentation. Close Internet Explorer. • • 2. Check out the Network Configuration document and modify it. Save the document as version 1.1, and then view the version history for the document. a. b. c. d. e. f. g. h.
Slide 8: 8 Introduction to Windows SharePoint Services 3.0 (continued) Document Collaboration Tasks 3. Detailed Steps a. b. c. d. e. f. g. h. i. j. k. l. To test content approval, log on as Greg and modify the Server Configuration document. Notice that the approval status for the document is pending. Log on as Qin and approve the document revision. Log off of SEA-CL1, and then log on as Contoso\greg with the password Pa$$w0rd. Open Internet Explorer and connect to http://sea-srv1/ sites/IT. Click IT Admins, and then click Network Documentation. Rest the mouse pointer on Server Configuration, and then click the down arrow that appears. Click Edit in Microsoft Office Word. In the Internet Explorer dialog box, click OK. After the document opens in Word, add some content to the document, and then click Save. Close the Office Word document, and in the Microsoft Office Word dialog box, click Yes. In the Check In dialog box, click 2.0 Major version (publish), and then click OK. On the IT Home page, click Welcome Greg Weber at the top of the page, and then click Sign in as Different User. In the authentication dialog box, log on as Contoso\qin with the password Pa$$w0rd. Click Network Documentation, and access the Server Configuration document menu. Click Approve/reject. m. Under Approval Status, click Approved, and then click OK. 4. While logged on as Qin, upload a picture to the Network Documentation document library. a. b. c. d. e. f. On the Network Documentation page, click Upload. In the Upload Document section, click Browse. In the Choose file dialog box, open My Pictures, open Sample Pictures, and then click Sunset. Click Open, and then click OK. On the Network Documentation: Sunset page, click Check In. Under IT Admins, click Home. On SEA-SRV1, click Start, point to Administrative Tools, and then click SharePoint 3.0 Central Administration. On the Central Administration page, click Application Management on the top links bar. On the Application Management page, click Web application settings. On the Web Application Settings page, scroll down to the Recycle Bin section. Under Delete items in the Recycle Bin, change the value to 60 days, and then click OK. 5. On the SharePoint 3.0 Central Administration Application Management page, ensure that the Recycle Bin is enabled, and then configure the Recycle Bin settings to delete all items from the Recycle Bin after 60 days. a. b. c. d. e.
Slide 9: Introduction to Windows SharePoint Services 3.0 (continued) 9 Document Collaboration Tasks 6. Detailed Steps a. b. c. d. e. f. g. h. i. j. k. l. Test the use of the Recycle Bin by deleting and restoring documents and folders from the Network Documentation document library. On SEA-CL1, access the Network Documentation document library on the IT Admins home page. Access the menu for Network Configuration and click Delete. In the Microsoft Internet Explorer dialog box, click OK. Repeat steps b and c to delete the Server Configuration.doc file. Click Settings, and then click Document Library Settings. On the Customize Network Documentation page, click Delete this document library. In the Internet Explorer dialog box, click OK. On the Quick Launch bar, click Recycle Bin. On the Recycle Bin page, select the check box for the Network Documentation folder. Then click Restore Selection. In the Microsoft Internet Explorer dialog box, click OK. Click IT Admins, and then click View All Site Content. Under Document Libraries, click Network Documentation. Document Library Settings. m. On the Network Documentation page, click Settings, and then click n. o. p. Click General settings, and then select Yes in the Navigation section. Click Save. Click IT Admins, and then click Network Documentation. Ensure that the Sunset picture has been restored. Click Recycle Bin, click the check box for Server Configuration.docx and click Restore Selection. In the Internet Explorer dialog box, click OK. Select the check box for Network Configuration.doc, and then click Delete Selection. In the Internet Explorer dialog box, click OK. To restore the file that was deleted from the site Recycle Bin, click Home. On the IT site home page, click Site Actions, and then click Site Settings. On the Site Settings page, under Site Collection Administration, click Site collection recycle bin. On the Site Collection Recycle Bin page, under Select a View, click Deleted from end user Recycle Bin. Select the check box for Network Configuration.docx, and then click Restore Selection. Click IT Admins, and then click Network Documentation. Ensure that all files have been restored. Close Internet Explorer and log off. q. r. s. t. u. v. w. In the Internet Explorer dialog box, click OK. x. y.
Slide 10: 10 Introduction to Windows SharePoint Services 3.0 Additional Tasks If time permits, complete the following tasks to learn more about the document collaboration features in Windows SharePoint Server 3.0: Change the settings for the Network Documentation library to not require users to check out documents before editing them. On WPG-CL1, edit one of the documents in the document library without checking out the document. While you have the document open on WPG-CL1, view the document properties in the document library. Access the version history page for the Server Configuration.doc file, and delete the 1.1 version of the document. On the SharePoint 3.0 Central Administration page, disable the Recycle Bin option. Create a new document in the Network Documentation document library, and then test the effect of deleting a document.
Slide 11: Introduction to Windows SharePoint Services 3.0 11 Exercise 3: Wikis, Blogs, and RSS Another way that Windows SharePoint Services 3.0 provides enhanced collaboration is with new options for interacting with content on a SharePoint site. These options include wikis, blogs, and Really Simple Syndication (RSS). This exercise shows how to create and use these new features. Task 3-1: Configuring a Wiki Document Library A wiki site is a Web site that can be modified by any user who has contributor access. In this part of the exercise, you will see how to create and use a Wiki document library. Configuring a Wiki Document Library Tasks Setup step only. 1. Detailed Steps On SEA-CL1, log on as Qin with the password Pa$$w0rd. a. b. c. d. e. Create a document library on the IT Admins site by using a Wiki Page Library. In Internet Explorer, connect to http://sea-srv1/ sites/IT/ITAdmins. Click Site Actions, and then click Create. Under Libraries, click Wiki Page Library. On the New page, in the Name box, type IT Admins Wiki Library. In the Description box, type Use this library for ad hoc documentation, and then click Create. On the IT Admins Wiki Library page, click New. On the New Wiki Page page, in the Name box, type Troubleshooting Links. Under Wiki Content, click the text field and then click the Font Size button (the uppercase A with the arrow). Click 4 – Example Text. Type Links to Microsoft Troubleshooting sites, and then press ENTER twice. Type Microsoft Help and Support Site and press ENTER. Type http://support.microsoft.com and press ENTER. Click Create. On the Quick Launch bar, click IT Admins Wiki Library. 2. Add new wiki page named Troubleshooting Links to the wiki library. Add a link to the Microsoft Help and Support site to the wiki page. a. b. c. d. e. f. g.
Slide 12: 12 Introduction to Windows SharePoint Services 3.0 (continued) Configuring a Wiki Document Library Tasks 3. Detailed Steps a. b. c. d. e. f. Log on as Greg Weber, and add a link to the IT Procedures SharePoint site on the wiki page created by Qin. Click Welcome Qin Hong at the top of the page, and then click Sign in as Different User. In the authentication dialog box, log on as Contoso\greg with the password Pa$$w0rd. Under Documents, click IT Admins Wiki Library. On the IT Admins Wiki Library page, click Troubleshooting Links. On the Troubleshooting Links page, under Site Actions, click Edit Page. Under the Microsoft Help and Support Site link, type Links to IT Procedures and press ENTER. Type http://sea-srv1/sites/it/ITprocedures. After typing the URL, press ENTER. Click OK. On the top-level menu, click IT Admins. g. h.
Slide 13: Introduction to Windows SharePoint Services 3.0 13 Task 3-2: Creating a Blog Web Site A blog is a site designed to help users share information by contributing new posts to the site or commenting on existing content. In this portion of the exercise, you will see how to create and use a blog Web site. Creating a Blog Web Site Tasks 1. Detailed Steps a. b. c. d. e. f. g. h. On the Sites and Workspaces page, create a new SharePoint site named ITBlog and using the Blog (Web Log) template. Click Welcome Greg Weber at the top of the page, and then click Sign in as Different User. In the authentication dialog box, log on as Contoso\qin with the password Pa$$w0rd. On the IT Admins home page, on the Quick Launch bar, click View All Site Content. On the All Site Content page, click Create. On the Create Page, under Web Pages, click Sites and Workspaces. On the New SharePoint Site page, in the Title box, type IT Blog. In the URL name box, type ITBlog. Under Select a template, click Blog, and then click Create. To create a new blog entry, click Make a new Post. On the Posts: New Item page, in the Title box, type IT Department Updates. In the Body box, type Important: The IT department golf tournament is scheduled for next Saturday. In the Category list, click Category 1. Click Publish. Click Welcome Qin Hong at the top of the page, and then click Sign in as Different User. In the authentication dialog box, log on as Contoso\Greg with the password Pa$$w0rd. Under the IT Department Updates blog entry, click Comments. In the Title box, type Who is bringing the drinks? In the Body box, type I will bring the snacks. Click Submit Comment. In the top breadcrumb, click Home to return to the IT Home page. 2. Create a new blog entry informing all IT department members of the upcoming golf tournament. a. b. c. d. e. 3. Sign in as Greg and comment on the existing blog entry. a. b. c. d. e. f. g.
Slide 14: 14 Introduction to Windows SharePoint Services 3.0 Task 3-3: Configuring RSS Feeds RSS has become a standard way of aggregating content from the Web. By integrating RSS feeds for each SharePoint list, Windows SharePoint Services 3.0 provides a push mechanism for forwarding information to end users. In this portion of the exercise, you will see how to configure an RSS feed. Configuring RSS Feeds Tasks 1. Detailed Steps a. b. c. d. e. f. Access the Network Documentation document library and subscribe to the library as an RSS feed. Use Microsoft Office Outlook® 2007 as the RSS client. Click Welcome Greg Weber at the top of the page, and then click Sign in as Different User. In the authentication dialog box, log on as Contoso\Qin with the password Pa$$w0rd. On the IT Home page, click IT Admins, and then click Network Documentation. Click Actions, and then click View RSS Feed. On the RSS Feed for IT Admins: Network Documentation page, select the URL in the Address box and press Ctrl-C. Click Start, and then click E-mail. In Microsoft Outlook dialog box, right-click RSS Feeds and click Add a New RSS Feed. In the New RSS Feed dialog box, click the text box and press Ctrl-V. Click Add. Click Yes in the Microsoft Office Outlook dialog box. In the IT Admins Network Documentation folder, click the message from Greg Weber. Then click View article. Close the Network Documentation: Server Configuration window, and then close Office Outlook. Return to the IT home page. g. h. i. j. k. Additional Tasks If time permits, complete the following tasks to learn more about using wikis, blogs and RSS in Windows SharePoint Server 3.0: On SEA-CL1, access the wiki site that you created, and upload a graphic from the My Pictures folder to the wiki site. Access the site as a different user to view the graphics entry. Access the Network Documentation library by using Microsoft Internet Explorer®. Create a new document in the document library. Start Office Outlook 2007, and confirm that you have received the RSS feed with the link to the new document.
Slide 15: Introduction to Windows SharePoint Services 3.0 15 Exercise 4: Project Task Tracking Windows SharePoint Services has been redesigned to provide more tools for project management within a SharePoint site. The new tools include Project Tasks lists and Issue Tracking lists. In this exercise, you will see the project task management options available in Windows SharePoint Services 3.0. Project Task Tracking Tasks 1. 2. Detailed Steps Click IT Admins on the top navigation bar. a. b. c. Access the IT Admins home page. Create a new Project Tasks list named Deployment Tasks. Click Site Actions, and then click Create. On the Create page, under Tracking, click Project Tasks. On the New page, in the Name box, type Deployment Tasks, and then click Create. On the Deployment Tasks page, click New. On the Deployment Tasks: New Item page, in the Title box, type Define hardware requirements. In the Assigned to box, type Greg. In the Description box, type Define hardware requirements for deploying Windows SharePoint Services 3.0. In the Due Date section, click the calendar button, choose a date two weeks from today, and then click OK. On the Deployment Tasks page, click New. On the Deployment Tasks: New Item page, in the Title box, type Identify project team. In the Priority list, choose (1) High. In the Assigned to box, type qin. In the Due Date section, click the calendar button, choose a date one week from today, and then click OK. 3. Create a new task named Define hardware requirements, assign it to Greg Weber, and configure a due date two weeks from today. a. b. c. d. e. 4. Create another task named Identify project team, and assign it to Qin. Configure the task with a high priority, due one week from today. a. b. c. d. e.
Slide 16: 16 Introduction to Windows SharePoint Services 3.0 (continued) Project Task Tracking Tasks 5. Detailed Steps a. b. c. d. e. f. g. h. i. j. k. l. Log on to the site as Greg, and configure a view to show only the tasks assigned to Greg. Edit the task to change the status to 50 percent complete. Filter the list view to show only highpriority items. Click Welcome Qin Hong, and then click Sign in as Different User. In the authentication dialog box, log on as Contoso\Greg with the password Pa$$w0rd. In the Deployment Tasks list, click the down arrow next to Project Tasks. Click My Tasks. The view is filtered to include only the tasks assigned to Greg Weber. Click Define hardware requirements. On the Deployment Tasks, Define hardware requirements page, click Edit item. In the Task Status section, click In Progress. In the % Complete section, type 50, and then click OK. Click My Tasks, and then click Project Tasks. Click the blue line next to Identify Project Team and drag it to the right. Click Project Tasks, and then click All Tasks. Click the Priority column header, and then click (1) High. Click the Priority column header, and then click Clear filter from Priority. Click Welcome Greg Weber at the top of the page, and then click Sign in as a Different User. In the authentication dialog box, log on as Contoso\Qin with the password Pa$$w0rd. Click IT Admins on the top navigation bar. Click Site Actions, and then click Create. On the Create page, under Tracking, click Issue Tracking. On the New page, in the Name box, type Deployment Issues, and then click Create. On the Deployment Issues page, click New. On the Deployment Issues: New Item page, in the Title box, type Budget sign-off required. In the Assigned to box, type qin. In the Priority list, click (1) High. In the Due Date section, click the calendar button, choose a date one week from today, and then click OK. 6. 7. Sign on to the site as Qin, and create an Issue Tracking list named Deployment Issues. a. b. c. d. e. f. 8. Create a new item named Budget sign-off required in the list. Assign the item to Qin, and configure a due date of one week from today. a. b. c. d. e.
Slide 17: Introduction to Windows SharePoint Services 3.0 (continued) 17 Project Task Tracking Tasks 9. Detailed Steps a. b. c. d. Configure an alert on the Issue Tracking list so that you are notified every time a change occurs in the list. On the Deployment Issues page, click Actions, and then click Alert Me. On the New Alert page, confirm that Change Type is set to All changes. Also confirm that Send Alerts for These Changes is set to Anything changes. Click OK. On the top-level menu, click IT Admins. On the IT Admins home page, click Calendar. Click New. On the Calendar: New Item page, in the Title box, type Weekly Project Status Meetings. In the Recurrence section, click Make this a repeating event. On the Calendar: New Item page, in the Recurrence section, click Weekly, and then click End after 10 occurrence(s). In the Start Date box, choose a date within the next week, and then click OK. Confirm that Weekly Project Status Meeting is listed in the calendar. On the top-level menu, click IT Admins. 10. Create a new calendar item named a. b. c. d. e. f. g. h. i. Weekly Project Status Meetings that will occur weekly for 10 weeks. Additional Tasks If time permits, complete the following tasks to learn more about project tracking in Windows SharePoint Server 3.0: Assign another task to Qin on the Issue Tracking list. Confirm that Qin receives the e-mail message indicating that the task has been assigned. On the Deployment Tasks page, on the Action menu, click Export to Spreadsheet. Open the file in Microsoft Office Excel®, and examine the data and options that are exported.
Slide 18: 18 Introduction to Windows SharePoint Services 3.0 Exercise 5: E-Mail Integration Windows SharePoint Services 3.0 provides new features for integrating e-mail with the SharePoint sites, giving users additional options for monitoring and interacting with Windows SharePoint Services content. In this exercise, you will see how e-mail functionality is built into Windows SharePoint Services 3.0. Note Because these labs are being performed on beta software, some steps may take longer than expected. For example, in this lab, sending a message from Microsoft Office Outlook can take 1 to 2 minutes. E-Mail Integration Tasks 1. Detailed Steps a. Send an e-mail message from the Windows SharePoint Services site to Qin Hong and Greg Weber. On the IT Admins page, on the Quick Launch bar, click People and Groups. Greg Weber and Qin Hong check boxes. b. On the Peoples and Groups: IT Members page, select the c. Click Actions, and then click E-mail Users. Subject box, and then click Send. d. On the e-mail form, type Test message from Qin in the e. 2. Open Outlook, and confirm that Qin received the message. In Internet Explorer, click IT Admins on the top navigation bar, and then click Network Documentation. click Document Library Settings. Assign an SMTP address to the Network Documentation folder to accept e-mail. Use an SMTP alias of Netdocs. Send a test message to the folder’s SMTP address. a. b. On the Network Documentation page, click Settings, and then c. Under Communications, click E-mail settings. address box, type Netdocs. d. In the E-Mail section, click Yes, and then in the E-mail e. f. g. In the E-Mail Attachments section, click Save all attachments in folders grouped by e-mail subject. In the E-Mail Message section, click Yes, and then click OK. In Outlook, open a new message. In the To box, type Netdocs@wss.contoso.com. Click Attach File, and then attach the Server Configuration file from the My Documents folder. Click Send. In Internet Explorer, click IT Admins, and then click Network Documentation. Open the Server Documentation folder and confirm that the Server Configuration attachment and the Server Documentation e-mail messages were both saved in this folder. h. In the Subject box, type Server Documentation. i. j. k.
Slide 19: Introduction to Windows SharePoint Services 3.0 (continued) 19 E-Mail Integration Tasks 3. Detailed Steps a. Configure the Deployment Tasks task list so that an e-mail message is sent to users when they are assigned a task. Assign a task to Qin, and confirm that Qin receives the e-mail message. In Internet Explorer, click IT Admins on the top navigation bar, and then click Deployment Tasks on the Quick Launch bar. Click Settings, and then click List Settings. Under General Settings, click Advanced Settings. In the E-Mail Notification section, click Yes, and then click OK. In the site breadcrumb, click Deployment Tasks. Click New, and then click New Item. Create a new item with the title Test e-mail notification and assign it to Qin. Click OK. Switch to Office Outlook, click Send/Receive, and confirm that Qin received the e-mail message about the new task. b. c. d. e. f. g. Additional Tasks If time permits, complete the following tasks to learn more about the e-mail integration features in Windows SharePoint Server 3.0: Modify the Calendar list settings on the IT Admins home page to use an e-mail address of ITCalendar@wss.contoso.com. On SEA-CL1, schedule a new meeting and send the invitation to the IT Calendar SMTP address. Ensure that the meeting request is displayed in the calendar on the IT Admins site.
Slide 20: 20 Introduction to Windows SharePoint Services 3.0 Exercise 6: Outlook Integration and Offline Support Office Outlook 2007 is tightly integrated with Windows SharePoint Services in several ways. In effect, Office Outlook 2007 has become a second client for accessing Windows SharePoint Services data. In this exercise, you will see how Office Outlook integrates with Windows SharePoint Services 3.0 and how it provides offline support. Outlook Integration and Offline Support Tasks 1. Detailed Steps a. Synchronize the Network Documents document library with Office Outlook. Modify the Network Configuration document in the IT Admins folder, and upload the document back to the server. In Internet Explorer, click IT Admins on the top navigation bar, and then click Network Documentation on the Quick Launch bar. Click Settings and then click Document Library Settings. Under General Settings, click Versioning Settings. On the Document Library Versioning Settings: Network Documentation page, in the Require Check Out section, click No and then click OK. Click IT Admins and then click Network Documentation. Click Actions, and then click Connect to Outlook. In the Microsoft Office Outlook dialog box, click Yes. Expand the IT Admins- Network Documentation folder in Office Outlook. Double-click Network Configuration. In the Opening Mail Attachment dialog box, click Open. In Microsoft Word, click Edit Offline. In the Edit Offline message, click OK. Make some changes to the document, and then close it. In the Edit Offline dialog box, click Update. In the Check In dialog box, click OK. Close Word. b. c. d. e. f. g. h. i. j. k. l. m. In the Microsoft Office Word dialog box, click Yes. n. o. p.
Slide 21: Introduction to Windows SharePoint Services 3.0 (continued) 21 Outlook Integration and Offline Support Tasks 2. Detailed Steps a. b. c. d. e. f. g. Synchronize the Deployment Tasks task list in Windows SharePoint Services with Office Outlook. Edit the Define Hardware Requirements task, and save it back to the task list. In Internet Explorer, on the Quick Launch bar, click Deployment Tasks. Click Actions, and then click Connect to Outlook. In the Microsoft Office Outlook dialog box, click Yes. Under My Tasks, click To-Do Bar Task List. Double-click Identify Project Team. Change the Status to Completed. In the text box, type Project team has been identified, and then click Save and Close. In Internet Explorer, click IT Admins, and then click Calendar. Click Actions, and then click Connect to Outlook. In the Microsoft Office Outlook dialog box, click Yes. Close Office Outlook. In Internet Explorer, click IT Admins. 3. Synchronize the Windows SharePoint Services calendar with Office Outlook. a. b. c. d. e.
Slide 22: 22 Introduction to Windows SharePoint Services 3.0 Exercise 7: Discussions and Surveys Windows SharePoint Services provides several enhancements to the discussion boards and surveys available in earlier versions. In this exercise, you will see the new discussion and survey features available in Windows SharePoint Services 3.0. Discussions and Surveys Tasks 1. Detailed Steps a. b. c. d. e. Create a new discussion board named ITDiscussion. Configure the discussion board with an SMTP address. On the IT Admins home page, click Site Actions, and then click Create. On the Create Page page, under Communications, click Discussion Board. On the New page, in the Name field, type IT Discussion. In the E-Mail section, click Yes, and then in the E-mail address box, type ITDiscussion. Click Create. Click New. In the Subject box, type Project team discussion. In the Body box, type Any volunteers to join the team? Highlight the text, click the Font Color button, and select a different color. Click OK. Click Welcome Qin Hong, and then click Sign in as Different User. Sign in as Contoso\Greg with the password Pa$$w0rd. On the IT Admins page, on the Quick Launch bar, click IT Discussion. Click Project Team Discussion, and then click Reply. In the Body box, type I am interested, and then click OK. In the View field in the upper right corner, click Threaded. Click Welcome Greg Weber, and then click Sign in as Different User. Sign in as Contoso\Qin with the password Pa$$w0rd.In the site breadcrumb, click IT Discussion. Click Actions, and then click Connect to Outlook. In the Microsoft Office Outlook dialog box, click Yes. Double-click the response from Greg, and then click Post Reply. In the message body, type Thanks Greg. Then click Post. Close the message and close Office Outlook. On the IT Discussion page, click Project Team Discussion. On the IT Discussion page, point out the reply from Qin. Notice that the reply is marked as having been e-mailed to the discussion group. Click IT Admins. 2. Create a new item in the discussion board. a. b. c. d. e. 3. Log on as Greg, and respond to the discussion. a. b. c. d. e. f. 4. Download the discussion to Office Outlook, and then post a reply to Greg’s message. a. b. c. d. e. f. g. h. i. j.
Slide 23: Introduction to Windows SharePoint Services 3.0 (continued) 23 Discussions and Surveys Tasks 5. Detailed Steps a. b. c. d. e. f. g. h. i. j. k. l. Create a new survey named Golf Survey. Configure the server to ask several questions, and then configure question branching. On the IT Admins page, on the Quick Launch bar, click Surveys. On the All Site Content page, click Create Survey. On the Create Page page, click Survey. In the Name box, type Golf Survey. Under Allow multiple responses, click Yes, and then click Next. In the Question box, type Are you coming to the golf tournament? Select Choice (menu to choose from) as the answer type. Under Additional Question Settings, click Yes. Highlight Enter Choice #1 and type Yes, I am. Highlight Enter Choice #2 and type No, I am not. Highlight Enter Choice #3 and type I am not sure. Click Next question. Click Next Question. In the Question box, type You know that the deadline is next Friday? Select Choice (menu to choose from) as the answer type. In the Additional Question Settings section, highlight Enter Choice #1, and type Yes. Highlight Enter Choice #2, and type No. Delete Enter Choice #3 and then click Finish. On the Customize Golf Survey page, scroll down to the Questions section. Click Are you coming to the golf tournament? On the Edit Question page, scroll down to the Branching logic section. In the list next to I am not sure, click You know that the deadline is next Friday?, and then click OK. m. Under The type of answer to this question is, click Page Separator. n. o. p. q. r. s. t. u. v. w. In the site breadcrumb, click Golf Survey.
Slide 24: 24 Introduction to Windows SharePoint Services 3.0 (continued) Discussions and Surveys Tasks 6. Detailed Steps a. b. c. d. e. f. Respond to the survey twice to explore the question branching feature. Click Respond to this Survey. On the Golf Survey: New Item page, click Yes, I am, and then click Next page. Click Save. On the Golf Survey page, click Respond to this Survey. On the Golf Survey: New Item page, click I am not sure, and then click Next page. Click Yes, and then click Finish Survey.