FREAK(C) Free-Real-Enterprise-Active- Collaboration Get your FREAK(C) on! Yet another use case for Practical Collaboration using WSS 3.0 Using Microsoft Share Point (the Free version) to manage operations, compliance and daily procedures for a Credit Union. By Greg Rank January 2010 http://resume.gregrank.us

Introduction Credit Union use case deck One man (or woman) wearing a chicken suit (my Halloween costume) can install MS Share Point, design the UI, backup and maintain the site collection This site collection includes features for compliance, governance and operations of a credit union. Designed from a Workflow map and critical areas of IT, Risk, Policy and ALM requirements. A workflow map and Share Point site can be designed for any size company seeking Web 2.0 enablement

One man (or woman) wearing a chicken suit (my Halloween costume) can install MS Share Point, design the UI, backup and maintain the site collection

This site collection includes features for compliance, governance and operations of a credit union. Designed from a Workflow map and critical areas of IT, Risk, Policy and ALM requirements.

A workflow map and Share Point site can be designed for any size company seeking Web 2.0 enablement

Table of Contents Site Collection description Search, Version Control, Lists, Forms Screen Shots Appendix Common Issues (Installation and maintenance) More free software tools for your IT department

Site Collection description

Search, Version Control, Lists, Forms

Screen Shots

Appendix

Common Issues (Installation and maintenance)

More free software tools for your IT department

The FREAK(C) Site Collection Description: 15 Sub-sites (using “Decision Making” template) Three discussion boards: ops, security and marketing Three document libraries Two RSS feeds webparts One site tracker webpart

Site Collection Description:

15 Sub-sites (using “Decision Making” template)

Three discussion boards: ops, security and marketing

Three document libraries

Two RSS feeds webparts

One site tracker webpart

Search, Version Control, Lists and Forms All content from discussion boards, document libraries, lists and surveys can be quickly searched. Version Control is enabled on all document libraries to allow for an audit trail on all policy documents and change control to web site Forms are displayed as surveys to use as daily check lists

All content from discussion boards, document libraries, lists and surveys can be quickly searched.

Version Control is enabled on all document libraries to allow for an audit trail on all policy documents and change control to web site

Forms are displayed as surveys to use as daily check lists

Design starts from the the workflow map. Committees and agencies become naviagation tabs for Share Point workspace templates.

The User Interface is designed for the critical needs of the business

Sample CEO Dashboard

Business Continuity Workspace

Risk Assessment Workspace

Telecom and Networking

Appendix Links: WSS 3.0 Download link and install notes Free Application Templates for Share Point from Microsoft Webparts (free ones that I used in this site collection): FREE RSS webpart maker Free ajax WSS Site Tracker (requires .NET 3.5) (For threewill site tracker) Use Codeplex to search for free web parts for Share Point Technical Requirements: Windows Server 2003, IIS and .NET 3.5 10gig free disk space (so log files and site collection can grow), dual core proc and 4 gigs RAM YouTube SharePoint videos (there are many more, feel free to search) Easy Map Mashups using Yahoo maps (insert into SharePoint via page viewer web part) WSS 3.0 vs MOSS

Backup Script ###Save as a batch file and run with scheduler in control panel: @echo off echo =============================================================== echo Back up sites for the farm to D:(yourdirname) echo =============================================================== @SET STSADM="c:program filescommon filesmicrosoft sharedweb server extensions12instsadm" cd c:Program FilesCommon FilesMicrosoft Sharedweb server extensions12BIN @echo off md "%DATE:/=_%" %STSADM% -o backup -directory " D:(yourdirname) \%DATE:/=_%" -backupmethod full -overwrite echo completed

###Save as a batch file and run with scheduler in control panel:

@echo off

echo ===============================================================

echo Back up sites for the farm to D:(yourdirname)

echo ===============================================================

@SET STSADM="c:program filescommon filesmicrosoft sharedweb server extensions12instsadm"

cd c:Program FilesCommon FilesMicrosoft Sharedweb server extensions12BIN

@echo off

md "%DATE:/=_%"

%STSADM% -o backup -directory " D:(yourdirname) \%DATE:/=_%" -backupmethod full -overwrite

echo completed

Common Issues Issue: You get prompted for credentials when checking out documents from a Share Point document library. Resolution: Add the URL of your Share Point Intranet site to “Intranet Zone” in your IE browser security tab. (you will get prompted twice then never again for credentials) Issue: Editing web.conf creates run time application error in web browser when accessing Share Point Resolution: Always backup your web.conf before editing. Sometimes strange characters get pasted into file. Revert to the saved web.conf before changes were made and recheck your changes Issue: some free web parts don’t work Resolution: It is buyer beware, stuff is free and doesn’t always work or works on specific versions which don’t happen to be your version of SP Issue: Share Point wss_content_log.LDF log file gets really big (1.5 gigs) Resolution: Download SQL Server Management Studio and follow instructions

Issue: You get prompted for credentials when checking out documents from a Share Point document library.

Resolution: Add the URL of your Share Point Intranet site to “Intranet Zone” in your IE browser security tab. (you will get prompted twice then never again for credentials)

Issue: Editing web.conf creates run time application error in web browser when accessing Share Point

Resolution: Always backup your web.conf before editing. Sometimes strange characters get pasted into file. Revert to the saved web.conf before changes were made and recheck your changes

Issue: some free web parts don’t work

Resolution: It is buyer beware, stuff is free and doesn’t always work or works on specific versions which don’t happen to be your version of SP

Issue: Share Point wss_content_log.LDF log file gets really big (1.5 gigs)

Resolution: Download SQL Server Management Studio and follow instructions

Gartner projects Web 2.0 and collaboration technology will have a large impact in various areas of the enterprise both small and large over the next 3-5 years. For help with your IT projects contact Greg Rank http://resume.gregrank.us

Free software Tools for your IT department Dia – Diagram software (VISIO like) The Dude – builds an snmp diagram of your network dynamically GIMP (a photo shop like photo editing program) Open Project – made by SUN, a Microsoft project like tool CamStudio – capture your screen shots and export to AVI puppylinux – great to boot from, mount drives and remove stubborn windows viruses Vmware converter and player. For complete backup images of all your windows systems

Free software Tools for your IT department

Dia – Diagram software (VISIO like)

The Dude – builds an snmp diagram of your network dynamically

GIMP (a photo shop like photo editing program)

Open Project – made by SUN, a Microsoft project like tool

CamStudio – capture your screen shots and export to AVI

puppylinux – great to boot from, mount drives and remove stubborn windows viruses

Vmware converter and player. For complete backup images of all your windows systems