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    Whatsnewinmoss2007featurewalkthrough Whatsnewinmoss2007featurewalkthrough Document Transcript

    • Microsoft Virtual Labs ® What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Table of Contents What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough .................. 1 Exercise 1 Working with Microsoft Office SharePoint Server 2007.............................................................................2 Conclusion...................................................................................................................................................................21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough In completing this lab, you will learn about: Objectives The new features in SharePoint Server 2007 including integration points with Microsoft Office system client applications. Estimated Time to 90 Minutes Complete This Lab Computer used in this Lab MOSS Page 1 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Exercise 1 Working with Microsoft Office SharePoint Server 2007 Scenario Microsoft Office SharePoint Server 2007 contains an improved out of the box site template. This template creates the “starter” site when SharePoint Server 2007 is installed, which can be used to build out the Intranet presence site. One important change in Office SharePoint Server 2007 is a common template between Windows SharePoint Services (version 3) and Office SharePoint Server 2007. This eliminates the inconsistencies in navigation in the previous versions of the technologies. This initial site template contains many common applications and layouts described in the following sections. Tasks Detailed Steps Complete the following a. Login using the following credentials: 10 tasks on: • Username: luisb • Password: pass@word1 MOSS • Log on to: LITWAREINC 1. Login and Open IE b. Wait for the Warmup Script to complete and the popup window to close. c. Open Internet Explorer and wait for the portal homepage to load. a. Click on Sites in the top navigation to open the Sites Directory page 2. Create a new WSS site b. Click on Create Site from the Site Actions menu to open the site creation form c. Create a new site using the following values, and defaults for the rest: • Title: WSS Test Site • URL: wsstest d. Click Create to create the site e. You have now created a new WSS site in the Sites Directory. Page 2 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps Note: Notice the navigation breadcrumbs and top navigation is consistent with those in Windows SharePoint Services V3. Note: Notice that the “global” breadcrumb lists the portal name Note: Notice the “site” breadcrumb shows the complete path from the portal homepage f. Click on Litware Portal in the top navigation to return to the portal homepage g. The portal homepage also supports the same flexibility in editing the options and items that appear in the top and left navigation, and the breadcrumbs. For more information see the Windows SharePoint Services Introduction lab h. Hover over Sites in the top navigation bar and notice the dropdown navigation for the new site created earlier. i. Use the Site Actions drop down menu and notice the flyout menu options for the View Reports and Site Settings menu options Page 3 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps a. Click on the drop down arrow for “I need to…” and view the available options. 3. View the available options for common These are common tasks for intranet portals. tasks and perform a search b. From the drop down choose Setup MySite and click on the green arrow icon to continue c. You will be taken to a screen where your My Site is created d. Click the browser Home button to return to the portal homepage e. Type Brian in the Employee Lookup text box and click on the green arrow icon to execute the search. Page 4 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps f. Notice the Search query goes to the People tab in Search Center and includes Brian Cox as the top result. This is a feature of the new Search Center and is covered in more detail in a separate lab. a. Click on Litware Inc. in the top navigation to return to the portal homepage 4. View Out of the box Web Parts for common information b. Notice the large content area in the center of the page, this is the “Highlight” section. Out of the box this contains information for new users. c. Notice the News section directly below the highlight. This is populated based on articles in the News area. The News area is now a publishing site with the features previously included in Microsoft Content Management Server 2002. For more information, see the separate Content Management lab. Page 5 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps d. Notice the Top Sites section. This is a list of sites from the Sites Directory which can be filtered based on rules set in the Web Part a. Close all web browsers 5. Create a new Audience and set its b. Open SharePoint 3.0 Central Administration from the Start menu -> properties Administrative Tools. c. Navigate to the Application Management page. d. In the Office SharePoint Server Shared Services section of the Application Management page, click Create or configure this farm’s shared services. e. Click on the SharedServices1 (Default) Shared Services Provider (SSP) link f. In the Audiences section, click Audiences to open the Manage Audiences page. g. Click the Create Audience link h. Give the new audience a Name of Managers and click OK i. In the Add Audience Rule page, use the following values and click OK Property: Title a. Operator: Contains b. Value: Manager c. Page 6 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps NOTE: In this step or any of the Audience steps if you receive an error message stating “This page is accessible only from an SSP admin site.” You may use the Favorites links and select Manage Audiences to navigate back to the Manage Audiences page. j. If an AutoComplete dialog appears, click No to continue. k. Click on Manage Audiences from the site breadcrumb l. Click Start compilation m. Click on the browser home button to return to the portal homepage n. Click on WSS Test Site in the dropdown under Sites in the top navigation bar o. Click on Site Actions in the upper right corner of the page and choose Edit Page. This put the page in design mode. Page 7 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps p. Click on the down arrow on the right side of the Announcements Web Part header and choose Modify Shared Web Part q. The Web Part Properties pane appears. Expand the Advanced section r. Scroll to the bottom click on the Browse button in the Target Audiences section s. The Select Audience popup appears. Expand the dropdown to see the targeting options and choose Global Audiences t. Type Managers and click the green magnifying glass button u. Click to highlight Managers in the return list, then click Add and OK Page 8 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps v. Click OK to apply the Web Part changes and close the property pane w. Login as Brian Cox (username: “LITWAREINCbrianc” password: “pass@word1”) using Sign in as Different User from the Welcome Luis Bonifaz item in the top of the browser window Page 9 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps x. Notice that the Announcements Web Part is hidden, as Brian is not a member of the audience y. Once again become Luis by choosing Sign Out from the Welcome Brian Cox item at the top of the browser window z. Choose No when prompted to close the browser aa. Click Go back to site to return to the WSS Test Site homepage a. Click on Site Actions in the upper right corner of the page and choose Site 6. View People and Settings. groups screen Page 10 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps b. Under Users and Permissions, choose People and groups. c. Notice the new people display including additional profile columns such as the user’s picture. a. Click My Site in upper right corner of the browser page. 7. View the Colleagues and Details screen. b. Wait for the My Site to be created (if necessary). c. Click Yes to the popup (if necessary). d. Notice the SharePoint Sites roll-up Web Part. This Web Part displays tabs for each site where Documents were created or Tasks assigned to Luis e. Notice the Colleagues Web Part. Click on Show all colleagues to display all peers and reporting employees. Page 11 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps f. You can add additional Colleagues at any time by clicking on Colleagues under My Information in the left navigation. Click on the link to do so. g. Notice the My Colleagues page, which lists existing colleagues with information about them and options for editing. h. Click on Add Colleagues i. Notice the ability to add new colleagues, including suggestions based on email and IM communication. j. Also notice the Privacy and Grouping section which has options for grouping colleagues and who your colleagues are displayed to on your public My Site Page 12 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps k. Click on My Site in the upper right corner to return to Luis’s My Site l. In the left navigation, click on Details under My information. m. Scroll down the page and notice the drop-downs in the Show To column. This controls who is able to see this information on your public My Site n. Notice the ability to pick a picture for your profile. o. Click Cancel and Go Back Page 13 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps p. Click on Site Actions and notice the Create menu option which allows you to create new lists, libraries, and web pages in your My Site q. Click on Shared Documents in the left navigation r. Click on Actions and notice the option to View RSS Feed. SharePoint Server 2007 has the built-in ability to publish a list or library as an RSS feed. a. Click on the My Profile tab – this displays the user’s public My Site 8. View the “Organization Hierachy” web part b. Notice the improved Organization Hierarchy Web Part Page 14 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps c. Notice the In Common with You Web Part. d. Click on Brian Cox from the Colleagues Web Part e. Notice on Brian’s public My Site the In Common with Luis Bonifaz and its contents f. Click on Luis Bonifaz under Colleagues to return to Luis’s My Profile page a. Click on Edit Details in the Contact Information Web Part 9. View Additional functionality to control the visibility of information b. Add some information to the About Me, Responsibility, and Skills field and click on Save and close Page 15 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps c. Notice the changes appear below Luis’s title and in a new Details section. d. Click on the drop-down As seen by (Top right of page): and notice the values. This allows you to preview your My Profile and see what appears for each group. e. Click on Edit Details under Contact Information f. Change the Show to drop down value for Skills to My Work Group g. Choose Save and Close h. Notice that Skills disappears from the Details section i. Change the value of the As seen by: drop down to My Work Group and notice that Skills reappears Page 16 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps j. Notice the Memberships Web Part which displays Luis’ group memberships k. Notice the Colleagues Web Part which displays all Luis’ colleagues l. Click on the Manage Colleagues link m. Select the checkbox next to Andreas Bergland and click Edit Colleagues on the toolbar n. Notice the options to set visibility and grouping for this colleague Page 17 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps o. Click Cancel to return the My Colleagues page p. Click My Site in the site breadcrumb to return to Luis’s private My Site a. Open Microsoft Office Word 2007 from the Start menu 10. Explore New functionality to b. Add some text perform check-ins. c. Click the Save button in the Word menu bar d. Choose My Site and double-click on Shared Documents to set the location for the Save As dialog Page 18 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps e. Give the file a name and click the Save button f. Choose the Office Logo menu, then Server Tasks, then Check Out Page 19 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps g. Notice the dialog box informing you that the file will be checked out locally, and allowing you to change the location and checkout options. Click OK h. Close Word 2007 and choose Yes when prompted to check the file back in. Page 20 of 21
    • What's New in Microsoft Office SharePoint Server 2007 Feature Walkthrough Tasks Detailed Steps i. Note the versioning comments that you can add. j. Choose OK to the confirmation dialog box. k. Return to the browser and refresh the page. l. Notice the new document appears in the Documents section of the SharePoint Sites Web Part. Conclusion In this lab, you got a brief overview of many of the new features in Microsoft Office SharePoint Server 2007. Page 21 of 21