Fundamentals of Microsoft Sharepoint


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Fundamentals of Microsoft Share point.

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Fundamentals of Microsoft Sharepoint

  1. 1. Sharepoint Portal Server Basics
  2. 2. Introduction Sharepoint server belongs to Microsoft family of servers Integrated suite of server capabilities Hosted Application – i.e. runs on a windows server O/S Support for Intranet, extranet access available Improves organizational effectiveness by sharing information, content management April 17, 2010 Page
  3. 3. Beneficiaries of Sharepoint <ul><li>Business Manager </li></ul><ul><ul><li>Can access contents (files) that are confidential from remote place if provided with proper credentials </li></ul></ul><ul><ul><li>Minimizes operation cycle time and travel time </li></ul></ul><ul><li>IT Professional </li></ul><ul><ul><li>High availability, security of artifacts </li></ul></ul><ul><ul><li>Simplicity in accessing contents </li></ul></ul><ul><li>End user </li></ul><ul><ul><li>Alerts through email </li></ul></ul><ul><ul><li>Dash boards to compare results </li></ul></ul><ul><ul><li>Message boards to discuss matters </li></ul></ul>April 17, 2010 Page
  4. 4. Architecture April 17, 2010 Page
  5. 5. Creating a Top level site <ul><li>Follow these steps to create a top level site </li></ul><ul><ul><li>Open IIS and create a virtual directory and assign a port number other than 80 (as it will be used by http request) </li></ul></ul><ul><ul><li>In the sharepoint administration, click on “Extend Virtual Server” under server administration, click Ok in the new page that was opened after giving administrator details, sharepoint server details </li></ul></ul><ul><ul><li>Click on “Create Content db” under server administration. In the landing page click ok, after selecting server and db. </li></ul></ul>April 17, 2010 Page
  6. 6. Top level site – contd… <ul><li>Select the virtual server that was created (virtual directory port will be listed) </li></ul><ul><li>Give a name for the site and click OK </li></ul><ul><li>The url for the site will be displayed </li></ul><ul><li>Click on the url. </li></ul><ul><li>A new window will be opened with the template selection screen </li></ul><ul><li>Select a template for the site and give OK </li></ul>April 17, 2010 Page
  7. 7. Logging in to a sharepoint site April 17, 2010 Page
  8. 8. Managing Users <ul><li>Add the users to the sharepoint portal group </li></ul><ul><ul><li>Go to Computer Management </li></ul></ul><ul><ul><li>Select users and groups </li></ul></ul><ul><ul><li>Under groups, select Sharepoint user group and right click on it to add new user. </li></ul></ul><ul><ul><li>In the new user dialog box, give the user details as DomainNameUserName and press OK. That user will be associated to the group </li></ul></ul><ul><ul><li>We can also create local users in the computer and make them access sharepoint </li></ul></ul>April 17, 2010 Page
  9. 9. Users (Contd..) <ul><li>Log in to the sharepoint site – http://servername:portnumber/site/default.aspx as an administrator </li></ul><ul><li>Navigate to Settings tab in the top of the site </li></ul><ul><li>Click on Manage Users </li></ul><ul><li>Click on Add Users and give the user details, email Id, select the sharepoint group to which the user will be associated and click Ok. </li></ul><ul><li>Email will be sent to the user along with the link to the sharepoint site </li></ul>April 17, 2010 Page
  10. 10. Managing Groups <ul><li>Users can be assigned to the default groups present in sharepoint </li></ul><ul><ul><li>Administrator : Has overall control of the site </li></ul></ul><ul><ul><li>Contributor : Can contribute items for the site </li></ul></ul><ul><ul><li>Web Designer : Can add new pages </li></ul></ul><ul><ul><li>Reader : Can only view the contents </li></ul></ul><ul><li>We can also add new groups and assign access rights for the groups </li></ul><ul><li>Click on Manage groups in the Settings page and click on Add New Group to add new group </li></ul>April 17, 2010 Page
  11. 11. Creating Sub sites <ul><li>To add a new sub site, click on the “Create” link </li></ul><ul><li>Click on “Sites” link on the page </li></ul><ul><li>Give a name for the sub site and click OK </li></ul><ul><li>Choose a template for the site and the new site will open up </li></ul><ul><li>Go to Site administration page and click on add users </li></ul><ul><li>Enter user detail and associate the user with the Administrator group </li></ul>April 17, 2010 Page
  12. 12. Configuring Email Server <ul><li>Open Sharepoint central administration window </li></ul><ul><li>Click on Configure email settings link under “Server Configuration” </li></ul><ul><li>Give name for the smtp server </li></ul><ul><li>Click Ok </li></ul><ul><li>Now all mails related to the sites operation will be routed via the email server specified. </li></ul>April 17, 2010 Page
  13. 13. Databases used <ul><li>Configuration DB: </li></ul><ul><ul><li>This is the database that contains all configuration information related to the server database connection etc </li></ul></ul><ul><li>Content DB: </li></ul><ul><ul><li>This database contains the sites, subsites data </li></ul></ul><ul><ul><li>For each site a new content db is created </li></ul></ul><ul><li>Component Services DB: </li></ul><ul><ul><li>This contains details regarding the sharepoint services like alerts, messages, site quota, content db details etc </li></ul></ul>April 17, 2010 Page
  14. 14. Creating Site Templates <ul><li>Choose a sharepoint site that we need to save as a template </li></ul><ul><li>Go to Site Administration page </li></ul><ul><li>Click on “Save Site as Template” link </li></ul><ul><li>It will ask a name for the template and an option to save the data of the site page too. Give a name for the template </li></ul><ul><li>The site will be saved as a template and can be used while creating a new sharepoint site </li></ul>April 17, 2010 Page
  15. 15. Viewing Statistics <ul><li>In the site administration page, we have options for </li></ul><ul><ul><li>Viewing site usage </li></ul></ul><ul><ul><ul><li>Who have accessed the site </li></ul></ul></ul><ul><ul><ul><li>When the site has been accessed </li></ul></ul></ul><ul><ul><ul><li>How many hits have been there for this site </li></ul></ul></ul><ul><ul><li>Viewing site quota </li></ul></ul><ul><ul><ul><li>How much space available for a site </li></ul></ul></ul><ul><ul><ul><li>How many users can be created for a site </li></ul></ul></ul><ul><ul><ul><li>How many users have been added </li></ul></ul></ul><ul><ul><ul><li>How many space has been used, by which module etc </li></ul></ul></ul>April 17, 2010 Page
  16. 16. Web Parts <ul><li>Web parts enhance the site’s functionality </li></ul><ul><li>They are all additional component that can be added to the site </li></ul><ul><li>We can add custom parts to the site </li></ul><ul><li>Custom parts can be created using visual studio and they can be saved as dwp files </li></ul><ul><li>Search, Browse, Upload are few of the available web parts </li></ul><ul><li>They can be added by administrator, using Site Settings -> Add Web Parts link </li></ul>April 17, 2010 Page
  17. 17. Anonymous Access <ul><li>Go to Sharepoint administration console </li></ul><ul><li>Click on Anonymous Access setting </li></ul><ul><li>Give the portal name for which anonymous access need to be given </li></ul><ul><li>Check the Allow Anonymous Access check box and give OK </li></ul><ul><li>We need to be careful before giving anonymous access as anyone will be able to crawl through the site content </li></ul>April 17, 2010 Page
  18. 18. Intranet / Extranet setting <ul><li>We can give separate intranet name or extranet name for the portal site </li></ul><ul><li>Click on Configure Site settings for intranet / extranet access on the central administration page </li></ul><ul><li>Give the sharepoint url for the default url </li></ul><ul><li>Give names for intranet (inside a company), extranet (outside a company) accesses and give Ok </li></ul><ul><li>Now we can access the portal site using the new names given </li></ul>April 17, 2010 Page
  19. 19. Back up and Restore <ul><li>There is a sharepoint Back Up – Restore utility that allows us to take back up of a sharepoint database, portal site and restore the same in another machine or in the same machine in case of any calamity </li></ul><ul><li>This is for disaster recovery </li></ul>April 17, 2010 Page
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  21. 21. Back Up <ul><li>The available components are listed and we can select a component and take a back up. </li></ul><ul><li>Back up will create two files – XML configuration file that tells about the server from which back up was taken, status of the operation etc </li></ul><ul><li>Back up file with an extension SPB (Share Point Backup) that has the data </li></ul>April 17, 2010 Page
  22. 22. April 17, 2010 Page
  23. 23. Restore <ul><li>Available components that are ready for restore will be listed </li></ul><ul><li>We need to mention a configuration file (XML file) to restore </li></ul><ul><li>Once the information about XML file is given and component for restore is selected, restore will begin </li></ul><ul><li>The status will be communicated to the administrator </li></ul>April 17, 2010 Page
  24. 24. Back up / Restore Command line utility <ul><li>The following tool comes along with sharepoint </li></ul><ul><li>They are located in the bin folder in the path where sharepoint is installed </li></ul><ul><ul><li>Spsbackup : takes back up of all sites and dbs </li></ul></ul><ul><ul><li>Spsadm : takes back up of windows sharepoint service site collections </li></ul></ul><ul><ul><li>Smigrate : migration and upgradation tool used for migrating database or portal site from one system to another or from one version to another </li></ul></ul>April 17, 2010 Page
  25. 25. Third Party Recovery tool <ul><li>Veritas – Back Up Exec10.0 </li></ul><ul><ul><li>Sharepoint server level back up </li></ul></ul><ul><li>CA – Brightstor ARC Serve Back Up </li></ul><ul><ul><li>Back up and restore of sharepoint db hosted on various SQL server across enterprise </li></ul></ul><ul><ul><li>Advanced document level back up and restore support </li></ul></ul><ul><li>Ave Point – DocAve </li></ul><ul><ul><li>Item level back up and restore </li></ul></ul><ul><li>CommVault – GA – Galaxy </li></ul><ul><ul><li>SPS 2003 DB level backup and recovery </li></ul></ul><ul><ul><li>Webstore back up and support </li></ul></ul>April 17, 2010 Page
  26. 26. Please feel free to have us contacted: Abhishek Kapoor IDS Infotech Q & A || Contact Us April 17, 2010 Page