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  • 1. Microsoft Virtual Labs ® Introduction to Windows SharePoint Services 3.0
  • 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-by- step 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.
  • 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 time- zone 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.
  • 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 Detailed Steps Setup steps only. 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 a. Click Start, point to All Programs, and then click Internet IT site home page at Explorer. http://sea-srv1/sites/IT. b. In the Address bar, type http://sea-srv1/sites/IT, and then press ENTER. 2. Use the top navigation bar a. On the IT Home page, on the top navigation bar, click IT Admins. links and the site breadcrumbs b. On the IT Admins home page, under Documents, click Network to navigate from the IT home Documentation. page to the IT Admins site and then to the Network c. Point out the site breadcrumb just above the Network Documentation document Documentation name. library. d. Click IT Admins to return to the IT Admins home page. 3. Add the IT Procedures subsite a. On the IT Admins home page, under IT Admins, point out the top under the IT Admins site to link bar. Click Home. the top navigation bar. b. Click View All Site Content on the Quick Launch bar. c. Under Sites and Workspaces, point out the ITProcedures subsite. d. On the All Site Content page, click Home. e. Click Site Actions, and then click Site Settings. f. On the Site Settings page, under Look and Feel, click Top link bar. g. On the Top Link Bar page, click New Link. h. On the New Link page, in the Type the Web address box, type http://sea-srv1/sites/IT/ITProcedures. i. In the Type the description box, type IT Procedures, and then click OK. j. On the Top Link Bar page, click New Link. k. On the New Link page, in the Type the Web address box, type http://sea-srv1/sites/Sales. l. In the Type the description box, type Sales, and then click OK. m. Under Team Site, click Home. Notice that both the IT Admins
  • 5. Introduction to Windows SharePoint Services 3.0 5 subsite and the Sales team site links are now listed on the top link bar.
  • 6. 6 Introduction to Windows SharePoint Services 3.0 (continued) User Interface Changes in Windows SharePoint Services 3.0 Tasks Detailed Steps 4. Configure the IT Procedures a. On the top navigation bar, click IT Procedures. subsite to use the same top b. On the IT Procedures home page, click Site Actions, and then click navigation bar as the parent Site Settings. site. c. On the Site Settings page, click Top link bar. d. On the Top Link Bar page, click Stop Inheriting Links. e. On the Top Link Bar page, click Home. f. Above IT Procedures, in the top level breadcrumb, click IT. 5. On the IT Admin home page, a. On the IT page, click Site Actions, and then click Site Settings. enable the tree view in the left b. Under Look and Feel, click Navigation Options. navigation pane. c. On the Navigation Options page, select the Enable Tree View check box, and then click OK. d. Under IT, click Home. 6. To test the security-trimmed a. On the IT Home page, click Welcome Qin Hong at the top of the interface, log on to the IT Web page, and then click Sign in as a Different User. site as Greg Weber and as b. In the authentication dialog box, log on as Contosogreg with the Arlene Huff. password Pa$$w0rd. • Greg is a site member c. Confirm that the Site Actions tab is not visible, but the Add new with contributor access, so announcement link is. the links to create new announcements and links d. On the IT Home page, click Welcome Greg Weber at the top of the are available, but the Site page, and then click Sign in as a Different User. Actions option is not. e. In the authentication dialog box, log on as Contosoarlene with the • Arlene is a site visitor, and password Pa$$w0rd. she has only reader access f. Confirm that the Site Actions tab and the Add new announcement to the site, so none of the link are both unavailable. links for creating new g. On the IT Home page, click Welcome Arlene Huff at the top of the content are displayed for page, and then click Sign in as Different User. her. h. In the authentication dialog box, log on as Contosoqin with the password Pa$$w0rd. 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.
  • 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 Detailed Steps 1. Access the Network Documentation a. On the IT page, on the top link bar, click IT Admins. document library on the IT Admins b. On the IT Admins page, under Documents, click Network site, and configure the following Documentation. settings: c. On the Network Documentation page, click Settings, and then • Enable content approval. click Document Library Settings. • Enable major and minor d. On the Customize Network Documentation page, click document versions. Versioning settings. • Configure permissions so that e. In the Content Approval section, click Yes. all users with edit permissions can see draft items. f. In the Document Version History section, click Create major and minor (draft) versions. • Require that users check out documents before editing them. g. In the Draft Item Security section, click Only users who can edit items. • Configure a list or library to support multiple document h. In the Require Check Out section, click Yes. types. i. Click OK. j. In the site breadcrumb, click Network Documentation. 2. Check out the Network a. Rest the cursor on Network Configuration, and then click the Configuration document and down arrow that appears. modify it. Save the document as b. Click Edit in Microsoft Office Word. version 1.1, and then view the version history for the document. c. In the Internet Explorer dialog box, click OK. d. After the document opens in Office Word, add some content to the document, and then click Save. e. Close the Office Word document, and in the Microsoft Office Word dialog box, click Yes. f. 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. g. On the site breadcrumb, click Network Documentation. h. Close Internet Explorer.
  • 8. 8 Introduction to Windows SharePoint Services 3.0 (continued) Document Collaboration Tasks Detailed Steps 3. To test content approval, log on as a. Log off of SEA-CL1, and then log on as Contosogreg with the Greg and modify the Server password Pa$$w0rd. Configuration document. Notice b. Open Internet Explorer and connect to http://sea-srv1/ that the approval status for the sites/IT. document is pending. Log on as Qin and approve the document revision. c. Click IT Admins, and then click Network Documentation. d. Rest the mouse pointer on Server Configuration, and then click the down arrow that appears. e. Click Edit in Microsoft Office Word. f. In the Internet Explorer dialog box, click OK. g. After the document opens in Word, add some content to the document, and then click Save. h. Close the Office Word document, and in the Microsoft Office Word dialog box, click Yes. i. In the Check In dialog box, click 2.0 Major version (publish), and then click OK. j. On the IT Home page, click Welcome Greg Weber at the top of the page, and then click Sign in as Different User. k. In the authentication dialog box, log on as Contosoqin with the password Pa$$w0rd. l. 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 a. On the Network Documentation page, click Upload. picture to the Network b. In the Upload Document section, click Browse. Documentation document library. c. In the Choose file dialog box, open My Pictures, open Sample Pictures, and then click Sunset. d. Click Open, and then click OK. e. On the Network Documentation: Sunset page, click Check In. f. Under IT Admins, click Home. 5. On the SharePoint 3.0 Central a. On SEA-SRV1, click Start, point to Administrative Tools, Administration Application and then click SharePoint 3.0 Central Administration. Management page, ensure that the b. On the Central Administration page, click Application Recycle Bin is enabled, and then Management on the top links bar. configure the Recycle Bin settings to delete all items from the Recycle c. On the Application Management page, click Web application Bin after 60 days. settings. d. On the Web Application Settings page, scroll down to the Recycle Bin section. e. Under Delete items in the Recycle Bin, change the value to 60 days, and then click OK.
  • 9. Introduction to Windows SharePoint Services 3.0 9 (continued) Document Collaboration Tasks Detailed Steps 6. Test the use of the Recycle a. On SEA-CL1, access the Network Documentation document library Bin by deleting and restoring on the IT Admins home page. documents and folders from b. Access the menu for Network Configuration and click Delete. the Network Documentation document library. c. In the Microsoft Internet Explorer dialog box, click OK. d. Repeat steps b and c to delete the Server Configuration.doc file. e. Click Settings, and then click Document Library Settings. f. On the Customize Network Documentation page, click Delete this document library. g. In the Internet Explorer dialog box, click OK. h. On the Quick Launch bar, click Recycle Bin. i. On the Recycle Bin page, select the check box for the Network Documentation folder. Then click Restore Selection. j. In the Microsoft Internet Explorer dialog box, click OK. k. Click IT Admins, and then click View All Site Content. l. Under Document Libraries, click Network Documentation. m. On the Network Documentation page, click Settings, and then click Document Library Settings. n. Click General settings, and then select Yes in the Navigation section. Click Save. o. Click IT Admins, and then click Network Documentation. Ensure that the Sunset picture has been restored. p. Click Recycle Bin, click the check box for Server Configuration.docx and click Restore Selection. In the Internet Explorer dialog box, click OK. q. Select the check box for Network Configuration.doc, and then click Delete Selection. In the Internet Explorer dialog box, click OK. r. To restore the file that was deleted from the site Recycle Bin, click Home. s. On the IT site home page, click Site Actions, and then click Site Settings. t. On the Site Settings page, under Site Collection Administration, click Site collection recycle bin. u. On the Site Collection Recycle Bin page, under Select a View, click Deleted from end user Recycle Bin. v. Select the check box for Network Configuration.docx, and then click Restore Selection. w. In the Internet Explorer dialog box, click OK. x. Click IT Admins, and then click Network Documentation. Ensure that all files have been restored. y. Close Internet Explorer and log off.
  • 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.
  • 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 Detailed Steps Setup step only. On SEA-CL1, log on as Qin with the password Pa$$w0rd. 1. Create a document library on the IT a. In Internet Explorer, connect to http://sea-srv1/ Admins site by using a Wiki Page sites/IT/ITAdmins. Library. b. Click Site Actions, and then click Create. c. Under Libraries, click Wiki Page Library. d. On the New page, in the Name box, type IT Admins Wiki Library. e. In the Description box, type Use this library for ad hoc documentation, and then click Create. 2. Add new wiki page named a. On the IT Admins Wiki Library page, click New. Troubleshooting Links to the wiki b. On the New Wiki Page page, in the Name box, type library. Add a link to the Microsoft Troubleshooting Links. Help and Support site to the wiki page. c. Under Wiki Content, click the text field and then click the Font Size button (the uppercase A with the arrow). Click 4 – Example Text. d. Type Links to Microsoft Troubleshooting sites, and then press ENTER twice. e. Type Microsoft Help and Support Site and press ENTER. Type http://support.microsoft.com and press ENTER. f. Click Create. g. On the Quick Launch bar, click IT Admins Wiki Library.
  • 12. 12 Introduction to Windows SharePoint Services 3.0 (continued) Configuring a Wiki Document Library Tasks Detailed Steps 3. Log on as Greg Weber, and add a link a. Click Welcome Qin Hong at the top of the page, and then to the IT Procedures SharePoint site on click Sign in as Different User. the wiki page created by Qin. b. In the authentication dialog box, log on as Contosogreg with the password Pa$$w0rd. c. Under Documents, click IT Admins Wiki Library. d. On the IT Admins Wiki Library page, click Troubleshooting Links. e. On the Troubleshooting Links page, under Site Actions, click Edit Page. f. Under the Microsoft Help and Support Site link, type Links to IT Procedures and press ENTER. Type http://sea-srv1/sites/it/ITprocedures. After typing the URL, press ENTER. g. Click OK. h. On the top-level menu, click IT Admins.
  • 13. Introduction to Windows SharePoint Services 3.0 13 Task 3-2: Creating a Blog Web Site A blog is a site designed to help users share information by contributing new posts to the site or commenting on existing content. In this portion of the exercise, you will see how to create and use a blog Web site. Creating a Blog Web Site Tasks Detailed Steps 1. On the Sites and Workspaces page, a. Click Welcome Greg Weber at the top of the page, and then create a new SharePoint site named click Sign in as Different User. ITBlog and using the Blog (Web b. In the authentication dialog box, log on as Contosoqin with Log) template. the password Pa$$w0rd. c. On the IT Admins home page, on the Quick Launch bar, click View All Site Content. d. On the All Site Content page, click Create. e. On the Create Page, under Web Pages, click Sites and Workspaces. f. On the New SharePoint Site page, in the Title box, type IT Blog. g. In the URL name box, type ITBlog. h. Under Select a template, click Blog, and then click Create. 2. Create a new blog entry informing all a. To create a new blog entry, click Make a new Post. IT department members of the b. On the Posts: New Item page, in the Title box, type IT upcoming golf tournament. Department Updates. c. In the Body box, type Important: The IT department golf tournament is scheduled for next Saturday. d. In the Category list, click Category 1. e. Click Publish. 3. Sign in as Greg and comment on the a. Click Welcome Qin Hong at the top of the page, and then existing blog entry. click Sign in as Different User. b. In the authentication dialog box, log on as ContosoGreg with the password Pa$$w0rd. c. Under the IT Department Updates blog entry, click Comments. d. In the Title box, type Who is bringing the drinks? e. In the Body box, type I will bring the snacks. f. Click Submit Comment. g. In the top breadcrumb, click Home to return to the IT Home page.
  • 14. 14 Introduction to Windows SharePoint Services 3.0 Task 3-3: Configuring RSS Feeds RSS has become a standard way of aggregating content from the Web. By integrating RSS feeds for each SharePoint list, Windows SharePoint Services 3.0 provides a push mechanism for forwarding information to end users. In this portion of the exercise, you will see how to configure an RSS feed. Configuring RSS Feeds Tasks Detailed Steps 1. Access the Network Documentation a. Click Welcome Greg Weber at the top of the page, and then document library and subscribe to the click Sign in as Different User. library as an RSS feed. Use b. In the authentication dialog box, log on as ContosoQin with Microsoft Office Outlook® 2007 as the password Pa$$w0rd. the RSS client. c. On the IT Home page, click IT Admins, and then click Network Documentation. d. Click Actions, and then click View RSS Feed. e. On the RSS Feed for IT Admins: Network Documentation page, select the URL in the Address box and press Ctrl-C. f. Click Start, and then click E-mail. In Microsoft Outlook dialog box, right-click RSS Feeds and click Add a New RSS Feed. g. In the New RSS Feed dialog box, click the text box and press Ctrl-V. Click Add. h. Click Yes in the Microsoft Office Outlook dialog box. i. In the IT Admins Network Documentation folder, click the message from Greg Weber. Then click View article. j. Close the Network Documentation: Server Configuration window, and then close Office Outlook. k. Return to the IT home page. 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.
  • 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 Detailed Steps 1. Access the IT Admins home page. Click IT Admins on the top navigation bar. 2. Create a new Project Tasks list a. Click Site Actions, and then click Create. named Deployment Tasks. b. On the Create page, under Tracking, click Project Tasks. c. On the New page, in the Name box, type Deployment Tasks, and then click Create. 3. Create a new task named Define a. On the Deployment Tasks page, click New. hardware requirements, assign it to b. On the Deployment Tasks: New Item page, in the Title box, Greg Weber, and configure a due type Define hardware requirements. date two weeks from today. c. In the Assigned to box, type Greg. d. In the Description box, type Define hardware requirements for deploying Windows SharePoint Services 3.0. e. In the Due Date section, click the calendar button, choose a date two weeks from today, and then click OK. 4. Create another task named Identify a. On the Deployment Tasks page, click New. project team, and assign it to Qin. b. On the Deployment Tasks: New Item page, in the Title box, Configure the task with a high type Identify project team. priority, due one week from today. c. In the Priority list, choose (1) High. d. In the Assigned to box, type qin. e. In the Due Date section, click the calendar button, choose a date one week from today, and then click OK.
  • 16. 16 Introduction to Windows SharePoint Services 3.0 (continued) Project Task Tracking Tasks Detailed Steps 5. Log on to the site as Greg, and a. Click Welcome Qin Hong, and then click Sign in as configure a view to show only the Different User. tasks assigned to Greg. Edit the task b. In the authentication dialog box, log on as ContosoGreg with to change the status to 50 percent the password Pa$$w0rd. complete. c. In the Deployment Tasks list, click the down arrow next to 6. Filter the list view to show only high- Project Tasks. priority items. d. Click My Tasks. The view is filtered to include only the tasks assigned to Greg Weber. e. Click Define hardware requirements. On the Deployment Tasks, Define hardware requirements page, click Edit item. f. In the Task Status section, click In Progress. g. In the % Complete section, type 50, and then click OK. h. Click My Tasks, and then click Project Tasks. i. Click the blue line next to Identify Project Team and drag it to the right. j. Click Project Tasks, and then click All Tasks. k. Click the Priority column header, and then click (1) High. l. Click the Priority column header, and then click Clear filter from Priority. 7. Sign on to the site as Qin, and create a. Click Welcome Greg Weber at the top of the page, and then an Issue Tracking list named click Sign in as a Different User. Deployment Issues. b. In the authentication dialog box, log on as ContosoQin with the password Pa$$w0rd. c. Click IT Admins on the top navigation bar. d. Click Site Actions, and then click Create. e. On the Create page, under Tracking, click Issue Tracking. f. On the New page, in the Name box, type Deployment Issues, and then click Create. 8. Create a new item named Budget a. On the Deployment Issues page, click New. sign-off required in the list. Assign b. On the Deployment Issues: New Item page, in the Title box, the item to Qin, and configure a due type Budget sign-off required. date of one week from today. c. In the Assigned to box, type qin. d. In the Priority list, click (1) High. e. In the Due Date section, click the calendar button, choose a date one week from today, and then click OK.
  • 17. Introduction to Windows SharePoint Services 3.0 17 (continued) Project Task Tracking Tasks Detailed Steps 9. Configure an alert on the Issue a. On the Deployment Issues page, click Actions, and then click Tracking list so that you are notified Alert Me. every time a change occurs in the list. b. On the New Alert page, confirm that Change Type is set to All changes. c. Also confirm that Send Alerts for These Changes is set to Anything changes. d. Click OK. 10. Create a new calendar item named a. On the top-level menu, click IT Admins. Weekly Project Status Meetings b. On the IT Admins home page, click Calendar. that will occur weekly for 10 weeks. c. Click New. d. On the Calendar: New Item page, in the Title box, type Weekly Project Status Meetings. e. In the Recurrence section, click Make this a repeating event. f. On the Calendar: New Item page, in the Recurrence section, click Weekly, and then click End after 10 occurrence(s). g. In the Start Date box, choose a date within the next week, and then click OK. h. Confirm that Weekly Project Status Meeting is listed in the calendar. i. On the top-level menu, click IT Admins. 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.
  • 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 Detailed Steps 1. Send an e-mail message from the a. On the IT Admins page, on the Quick Launch bar, click Windows SharePoint Services site to People and Groups. Qin Hong and Greg Weber. b. On the Peoples and Groups: IT Members page, select the Greg Weber and Qin Hong check boxes. c. Click Actions, and then click E-mail Users. d. On the e-mail form, type Test message from Qin in the Subject box, and then click Send. e. Open Outlook, and confirm that Qin received the message. 2. Assign an SMTP address to the a. In Internet Explorer, click IT Admins on the top navigation Network Documentation folder to bar, and then click Network Documentation. accept e-mail. Use an SMTP alias of b. On the Network Documentation page, click Settings, and then Netdocs. Send a test message to the click Document Library Settings. folder’s SMTP address. c. Under Communications, click E-mail settings. d. In the E-Mail section, click Yes, and then in the E-mail address box, type Netdocs. e. In the E-Mail Attachments section, click Save all attachments in folders grouped by e-mail subject. f. In the E-Mail Message section, click Yes, and then click OK. g. In Outlook, open a new message. In the To box, type Netdocs@wss.contoso.com. h. In the Subject box, type Server Documentation. i. Click Attach File, and then attach the Server Configuration file from the My Documents folder. j. Click Send. k. 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.
  • 19. Introduction to Windows SharePoint Services 3.0 19 (continued) E-Mail Integration Tasks Detailed Steps 3. Configure the Deployment Tasks a. In Internet Explorer, click IT Admins on the top navigation task list so that an e-mail message is bar, and then click Deployment Tasks on the Quick Launch sent to users when they are assigned bar. a task. Assign a task to Qin, and b. Click Settings, and then click List Settings. confirm that Qin receives the e-mail message. c. Under General Settings, click Advanced Settings. d. In the E-Mail Notification section, click Yes, and then click OK. e. In the site breadcrumb, click Deployment Tasks. f. 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. g. Switch to Office Outlook, click Send/Receive, and confirm that Qin received the e-mail message about the new task. 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.
  • 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 Detailed Steps 1. Synchronize the Network Documents a. In Internet Explorer, click IT Admins on the top navigation document library with Office bar, and then click Network Documentation on the Quick Outlook. Modify the Network Launch bar. Configuration document in the IT b. Click Settings and then click Document Library Settings. Admins folder, and upload the document back to the server. c. Under General Settings, click Versioning Settings. d. On the Document Library Versioning Settings: Network Documentation page, in the Require Check Out section, click No and then click OK. e. Click IT Admins and then click Network Documentation. f. Click Actions, and then click Connect to Outlook. g. In the Microsoft Office Outlook dialog box, click Yes. h. Expand the IT Admins- Network Documentation folder in Office Outlook. i. Double-click Network Configuration. In the Opening Mail Attachment dialog box, click Open. j. In Microsoft Word, click Edit Offline. k. In the Edit Offline message, click OK. l. Make some changes to the document, and then close it. m. In the Microsoft Office Word dialog box, click Yes. n. In the Edit Offline dialog box, click Update. o. In the Check In dialog box, click OK. p. Close Word.
  • 21. Introduction to Windows SharePoint Services 3.0 21 (continued) Outlook Integration and Offline Support Tasks Detailed Steps 2. Synchronize the Deployment Tasks a. In Internet Explorer, on the Quick Launch bar, click task list in Windows SharePoint Deployment Tasks. Services with Office Outlook. Edit b. Click Actions, and then click Connect to Outlook. the Define Hardware Requirements task, and save it back to the task list. c. In the Microsoft Office Outlook dialog box, click Yes. d. Under My Tasks, click To-Do Bar Task List. e. Double-click Identify Project Team. f. Change the Status to Completed. g. In the text box, type Project team has been identified, and then click Save and Close. 3. Synchronize the Windows a. In Internet Explorer, click IT Admins, and then click SharePoint Services calendar with Calendar. Office Outlook. b. Click Actions, and then click Connect to Outlook. c. In the Microsoft Office Outlook dialog box, click Yes. d. Close Office Outlook. e. In Internet Explorer, click IT Admins.
  • 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 Detailed Steps 1. Create a new discussion a. On the IT Admins home page, click Site Actions, and then click board named ITDiscussion. Create. Configure the discussion b. On the Create Page page, under Communications, click Discussion board with an SMTP Board. address. c. On the New page, in the Name field, type IT Discussion. d. In the E-Mail section, click Yes, and then in the E-mail address box, type ITDiscussion. e. Click Create. 2. Create a new item in the a. Click New. discussion board. b. In the Subject box, type Project team discussion. c. In the Body box, type Any volunteers to join the team? d. Highlight the text, click the Font Color button, and select a different color. e. Click OK. 3. Log on as Greg, and respond a. Click Welcome Qin Hong, and then click Sign in as Different User. to the discussion. b. Sign in as ContosoGreg with the password Pa$$w0rd. c. On the IT Admins page, on the Quick Launch bar, click IT Discussion. d. Click Project Team Discussion, and then click Reply. e. In the Body box, type I am interested, and then click OK. f. In the View field in the upper right corner, click Threaded. 4. Download the discussion to a. Click Welcome Greg Weber, and then click Sign in as Different Office Outlook, and then User. post a reply to Greg’s b. Sign in as ContosoQin with the password Pa$$w0rd.In the site message. breadcrumb, click IT Discussion. c. Click Actions, and then click Connect to Outlook. d. In the Microsoft Office Outlook dialog box, click Yes. e. Double-click the response from Greg, and then click Post Reply. f. In the message body, type Thanks Greg. Then click Post. g. Close the message and close Office Outlook. h. On the IT Discussion page, click Project Team Discussion. i. 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. j. Click IT Admins.
  • 23. Introduction to Windows SharePoint Services 3.0 23 (continued) Discussions and Surveys Tasks Detailed Steps 5. Create a new survey named a. On the IT Admins page, on the Quick Launch bar, click Surveys. Golf Survey. Configure the b. On the All Site Content page, click Create Survey. server to ask several questions, and then configure c. On the Create Page page, click Survey. question branching. d. In the Name box, type Golf Survey. e. Under Allow multiple responses, click Yes, and then click Next. f. In the Question box, type Are you coming to the golf tournament? g. Select Choice (menu to choose from) as the answer type. h. Under Additional Question Settings, click Yes. i. Highlight Enter Choice #1 and type Yes, I am. j. Highlight Enter Choice #2 and type No, I am not. k. Highlight Enter Choice #3 and type I am not sure. l. Click Next question. m. Under The type of answer to this question is, click Page Separator. n. Click Next Question. o. In the Question box, type You know that the deadline is next Friday? p. Select Choice (menu to choose from) as the answer type. q. In the Additional Question Settings section, highlight Enter Choice #1, and type Yes. r. Highlight Enter Choice #2, and type No. s. Delete Enter Choice #3 and then click Finish. t. On the Customize Golf Survey page, scroll down to the Questions section. u. Click Are you coming to the golf tournament? v. 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. w. In the site breadcrumb, click Golf Survey.
  • 24. 24 Introduction to Windows SharePoint Services 3.0 (continued) Discussions and Surveys Tasks Detailed Steps 6. Respond to the survey twice a. Click Respond to this Survey. to explore the question b. On the Golf Survey: New Item page, click Yes, I am, and then click branching feature. Next page. c. Click Save. d. On the Golf Survey page, click Respond to this Survey. e. On the Golf Survey: New Item page, click I am not sure, and then click Next page. f. Click Yes, and then click Finish Survey.