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SharePoint Project Phase 1 And 2


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SharePoint Project Phase 1 and 2.

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SharePoint Project Phase 1 And 2

  1. 1. <ul><li>SharePoint </li></ul><ul><li>Portfolio </li></ul><ul><li>Marcelo Solangon </li></ul><ul><li>[email_address] </li></ul><ul><li>(201) 289-2667 </li></ul>SetFocus SharePoint Master’s Program
  2. 2. Configuration and Installation <ul><li>Configure Windows Server 2003 as an Application server, enable the SMTP Service, and install the .NET Framework 2.0 and .NET Framework 3.0. </li></ul><ul><li>Install SQL Express 2005 that will be utilized to host the SharePoint configuration and Central Administration site database. </li></ul><ul><li>Install WSS 3.0 with Service Pack 1 and complete the Initial configuration steps. </li></ul><ul><li>Configure e-mail, logging, and search. </li></ul><ul><li>Create and configure a Shared Service Provider (SSP) in MOSS. </li></ul><ul><li>Enable search within PDF files. </li></ul>
  3. 3. Project Phase 1
  4. 4. SharePoint Central Administration
  5. 5. SharePoint Solution Project Acme, Inc. – a Large Towing Services Company
  6. 6. Acme, Inc. Solution Portal Project Preparation Study Microsoft’s Best Practices for SharePoint Object Disposal
  7. 7. Project Phase 1 <ul><li>Objectives </li></ul><ul><ul><li>Create a new site collection for Acme Inc. Solution Portal, a Solution Site Template and a Developer Knowledge Base. Enable SharePoint features to provide additional functionality to a site collection. </li></ul></ul><ul><li>Project Deliverables </li></ul><ul><ul><li>Intranet Portal will be accessible by evaluator on port 100 using windows authentication and the BI SQL account credentials. </li></ul></ul><ul><ul><li>Solution Portal site collection will be accessible by evaluator on port 100 under the managed path /solutions/ using windows authentication and the BI SQL account credentials. Site will be accessible via the URL http://[virtual machine]/solutions. </li></ul></ul><ul><ul><li>Solution Portal contains a Developer Knowledge Base wiki. </li></ul></ul><ul><ul><li>Solution Portal contains a site template to create new Solution sub-sites. </li></ul></ul><ul><ul><li>Create a SharePoint Group for all Solution Managers. </li></ul></ul><ul><ul><li>SharePoint features will be enabled to add additional functionality to the Solutions site. </li></ul></ul>
  8. 8. Project Phase 1 <ul><li>Milestone 1: Configure Farm and Create a New Intranet Website. </li></ul><ul><ul><li>Ensure all out-of-the-box Farm Features are activated. </li></ul></ul><ul><ul><li>Enable Usage Analysis Processing and Logging. </li></ul></ul><ul><ul><li>Enable recurring policy usage reports to run every Sunday night at 9pm. </li></ul></ul><ul><ul><li>Enable Scan documents on upload. </li></ul></ul><ul><ul><li>Enable Attempt to clean infected documents. </li></ul></ul><ul><ul><li>Ensure Self-Service Site Creation is turned OFF. </li></ul></ul><ul><ul><li>Set Search Indexer performance to Reduced. </li></ul></ul><ul><ul><li>Ensure Search Based Alerts are enabled. </li></ul></ul><ul><ul><li>Set Full Crawl for once a week on Sunday nights. </li></ul></ul><ul><ul><li>Set Incremental Crawl to every 20 minutes. </li></ul></ul><ul><ul><li>Start a Full Crawl to populate the index. </li></ul></ul><ul><ul><li>Ensure user profile import is connected to Active Directory. </li></ul></ul><ul><ul><li>Schedule incremental import at 2am on the 1st day of each month. </li></ul></ul><ul><ul><li>Enable advanced usage analysis processing. </li></ul></ul><ul><ul><li>Enable Search Query Logging. </li></ul></ul><ul><ul><li>Create a New Web Application in port 100 with NTLM Authentication. </li></ul></ul>
  9. 9. Project Phase 1
  10. 10. Project Phase 1
  11. 11. Project Phase 1 <ul><li>Milestone 2: Create a new Solution Site Collection </li></ul><ul><ul><li>Define Managed Paths. </li></ul></ul><ul><ul><li>Create a new explicit inclusion called “Solutions” under the default web Application. </li></ul></ul><ul><ul><li>Create a new quota template called “Solution Quota”. </li></ul></ul><ul><ul><li>Set Site Use Confirmation and Deletion. </li></ul></ul><ul><ul><li>Create a new Site Collection called “Solution Portal”. </li></ul></ul><ul><ul><li>Activate the Office SharePoint Server Publishing Infrastructure feature. </li></ul></ul><ul><li>Milestone 3: Create Developer Knowledge Base </li></ul><ul><ul><li>Create a new Wiki Page Library called “Developer Knowledge Base” off the root of the Solution Portal. </li></ul></ul>
  12. 12. Project Phase 1
  13. 13. Project Phase 1
  14. 14. Project Phase 1 <ul><li>Milestone 4: Create Solution Site Template </li></ul><ul><ul><li>Create a new sub-site called “Solution Site Template” using the Blank Site Template in the Home Page. </li></ul></ul><ul><ul><li>Create the following Lists on the Solution Site: </li></ul></ul><ul><ul><ul><li>A Calendar List for integration into Outlook. </li></ul></ul></ul><ul><ul><ul><li>An Issues List to track bug and issues that need to be fixed. </li></ul></ul></ul><ul><ul><ul><li>A Help Wiki List to provide support for end users. </li></ul></ul></ul><ul><ul><ul><li>An Announcements List to provide news and information. </li></ul></ul></ul><ul><ul><li>Save the site as a template in the Site Template Gallery. </li></ul></ul><ul><li>Milestone 5: Create a New Solution Managers Group </li></ul><ul><ul><li>Create a new Group in the Solution Portal called “Solution Managers”. Give them Full Control of the site. </li></ul></ul><ul><ul><li>Add at least one user to the “Solutions Managers” group. </li></ul></ul><ul><ul><li>Turn on Office SharePoint Server Publishing Infrastructure, Office SharePoint Server Search Web Parts, and Office SharePoint Server Standard Site Collection Features of the Solutions Portal. </li></ul></ul>
  15. 15. Project Phase 1
  16. 16. Project Phase 2 <ul><li>Objectives </li></ul><ul><ul><li>Create custom metadata to track information about a Solution. Setup development environment to create and deploy SharePoint solutions to the Farm. Use Search Web Parts to display helpful information on Solutions elsewhere in the Solution Portal. </li></ul></ul><ul><li>Project Deliverables </li></ul><ul><ul><li>Setup the development environment to create and deploy SharePoint solutions to the Farm. </li></ul></ul><ul><ul><li>Utilize a series of web parts that perform search results or display Solution items in different portions of the site. </li></ul></ul><ul><ul><li>Add a Search Results Web Part to the page that uses a fixed keyword search for items that use the Solution Content Type. </li></ul></ul><ul><ul><li>Add a Managed Property for the SiteTemplate site column. </li></ul></ul><ul><ul><li>Add a new Search Scope to search on the SiteTemplate site column. </li></ul></ul><ul><ul><li>Add a Keyword and Best Bet to the Site Collection. </li></ul></ul>
  17. 17. <ul><li>Milestone 6: Create Solution Content Type </li></ul><ul><ul><li>At the root of the Solutions site collection, in the Site Collection Site Settings, create the following site columns: </li></ul></ul><ul><ul><ul><li>SiteName – Single line of text, required </li></ul></ul></ul><ul><ul><ul><li>SiteUrl – Hyperlink, required </li></ul></ul></ul><ul><ul><ul><li>SiteTemplate – Single line of text, optional </li></ul></ul></ul><ul><ul><ul><li>SiteDescription – Single line of text, optional </li></ul></ul></ul><ul><ul><li>Create a new Site Content Type called “Solution” inheriting from List parent and Item content type. Include the four new site columns. </li></ul></ul>Project Phase 2
  18. 18. Project Phase 2
  19. 19. Project Phase 2
  20. 20. Project Phase 2 <ul><li>Milestone 7: Setup Development Environment </li></ul><ul><ul><li>Configure the web.configs to allow debugging and display stack traces. </li></ul></ul><ul><ul><li>Create an environment variable to stsadm on the command line and point it to the full path of the ststadm.exe in the 12 hive. </li></ul></ul><ul><ul><li>Install WSPBuilder from CodePlex. </li></ul></ul><ul><li>Milestone 8: Add a Search Managed Property </li></ul><ul><ul><li>Perform a full search crawl - make sure solutions site collection is part of the crawl. </li></ul></ul><ul><ul><li>Create a new Managed Property. Choose the ows_SiteTemplate element and perform another full crawl. </li></ul></ul>
  21. 21. Project Phase 2
  22. 22. Project Phase 2 <ul><li>Milestone 9: Add “Saved” Searches to a Page </li></ul><ul><ul><li>Add Search Core Results Web Part to the page. </li></ul></ul><ul><ul><li>Modify the Web Part to add a Fixed Keyword Query: SiteTemplate:Solution </li></ul></ul><ul><ul><li>From the Results Query Options area, in the Cross-Web Part query ID dropdown, choose any dropdown option except User Query. </li></ul></ul><ul><ul><li>Create a Keyword and Best Bet for the word “Solution”. </li></ul></ul><ul><li>Milestone 10: Keywords and Best Bets </li></ul><ul><ul><li>Add a new Search keyword titled “Solution Portal” with keyword phrase: “solution” and Synonyms: “application;Sharepoint project;proof of concept”. </li></ul></ul><ul><ul><li>Add a Best Bet with the URL: http://virtualmachinename /solutions. </li></ul></ul><ul><li>Milestone 11: Enable Access from the Extranet </li></ul><ul><ul><li>Create a FBA database using Visual Studio and add a user account. </li></ul></ul><ul><ul><li>Extend the Solution web application using the Extranet Zone for extranet users. </li></ul></ul><ul><ul><li>Allow extranet users to access the Solution Portal site from port 200 and enable Forms Based Authentication. </li></ul></ul>
  23. 23. Project Phase 2
  24. 24. Project Phase 2
  25. 25. Project Phase 2
  26. 26. Project Phase 2