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What's New in Microsoft Office SharePoint Server 2007 by wji55652


									Hands-on Lab Overview

    1. Introduction

HOL111: What's New in Microsoft ® Office SharePoint® Server 2007 Feature Walkthrough

    2. Technologies Highlighted

            Microsoft® Office SharePoint® Server 2007

    3. Audience

            All – 100 level

    4. Purpose of Hands-on Lab

            Learn about the new features in Microsoft Office SharePoint Server 2007 including integration points with Microsoft Office 2007

Hands-on Lab

Discussion Points                                                                Actions taken

Exercise 1 – Working with Microsoft Office SharePoint Server 2007

This walkthrough does not cover those features available in Microsoft Office
SharePoint Server 2007 covered in other lab exercises. Please see the
separate labs for these feature groups.

Microsoft Office SharePoint Server 2007 contains an improved out of the box           Login using the following credentials:
site template. This template creates the “starter” site when Office SharePoint                  a. Username: luisb
Server 2007 is installed, which can be used to build out the Intranet presence                  b. Password: pass@word1
site.                                                                                           c. Log on to: LITWAREINC
                                                                                      Wait for the Warmup Script to complete and the popup window to close.
One important change in Office SharePoint Server 2007 is a common                     Open Internet Explorer and wait for the portal homepage to load.
template between Microsoft® Windows® SharePoint® Services 3.0 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.

Navigation                                                                      Click on Sites in the top navigation to open the Sites Directory page

       Common Navigation with Windows SharePoint Services
       Flexible top and left navigation bars
       Fly-out menus

                                                                                Click on Create Site from the Site Actions menu to open the site creation form

                                                                                Create a new site using the following values, and defaults for the rest:
                                                                                         a. Title: WSS Test Site
                                                                                         b. URL: wsstest
                                                                                Click Create to create the site
                                                                                You have now created a new WSS site in the Sites Directory.

     Notice the navigation breadcrumbs and top navigation is consistent with those
      in Windows SharePoint Services 3.0.
     Notice that the “global” breadcrumb lists the portal name
     Notice the “site” breadcrumb shows the complete path from the portal
     Click on Litware Inc. in the top navigation to return to the portal homepage

     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
     Hover over Sites in the top navigation bar and notice the dropdown navigation
      for the new site created earlier.

     Use the Site Actions drop down menu and notice the flyout menu options for
      the View Reports and Site Settings menu options

Out of the box tools for common tasks        Click on the drop down arrow for “I need to…” and view the available options.
     “I need to…”                            These are common tasks for intranet portals.
     Employee Lookup

                                             From the drop down choose Setup MySite and click on the green arrow icon to
                                             You will be taken to a screen where your My Site is created

                                                       At the end of the creation click Yes (If prompted)

                                                       Click the browser Home button to return to the portal homepage
                                                       Type Brian in the Employee Lookup text box and click on the magnifying glass
                                                        icon to execute the search.

                                                       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.

Out of the box Web Parts for common information        Click on Litware Inc. in the top navigation to return to the portal homepage

      Highlight/News of the day

   News
   Top Sites
   Calendar

                     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.

                     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.

                     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

Office SharePoint Server 2007 also includes improved Audience Targeting               Close all web browsers
with better scale, depth, and usability.                                              Click Start then Log Off from luisb
                                                                                      Login using the following credentials:
       Audience targeting allows content contributors to highlight certain                     d. Username: Administrator
        content and present it to users that may find it useful.                                e. Password: pass@word1
       Targeting is used as an additional attribute on content items in order                  f. Log on to: LITWAREINC
        to target them more accurately within the Portal user community.              Wait for the Warmup Script to complete and the popup window to close.
       A user base can be chosen based on a person’s role or affiliation             Open SharePoint 3.0 Central Administration from the Start menu ->
        within the organization and can be applied to Discussion Groups and            Administrative Tools.
        SharePoint Groups.                                                            Navigate to the Application Management page.
       Targeting is available for Enterprise Information Sites, Business
        Application Sites, and Collaboration/Community Sites.

There are two ways to target content to users

       Web Parts – a user in a particular Audience will see Web Parts that
        are relevant to him
       Listings – a summarization and aggregation list provides a rich
        summary on a particular resource, annotated with Audience

In this case, we’ll create an audience and target a web part in the new               In the Office SharePoint Server Shared Services section of the Application
Window SharePoint Services Test site. Targeting Web Parts and audience                 Management page, click Create or configure this farm’s shared services.
targeting in Windows SharePoint Services sites are both new capabilities.             Click on the SharedServices1 (Default) Shared Services Provider (SSP) link

     In the Audiences section, click Audiences to open the Manage Audiences

     Click the Create Audience link
     Give the new audience a Name of Managers and click OK
     In the Add Audience Rule page, use the following values and click OK
               c. Property: Title
               d. Operator: Contains
               e. Value: Manager

     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.
     Click on Manage Audiences from the site breadcrumb

     Click Start compilation

     Click Start then Log Off from administrator
     Login using the following credentials:
               g. Username: Luisb
               h. Password: pass@word1
               i. Log on to: LITWAREINC
     Wait for the Warmup Script to complete and the popup window to close.
     Open Internet Explorer and wait for the portal homepage to load.
     Click on WSS Test Site in the dropdown under Sites in the top navigation bar

     Click on Site Actions in the upper right corner of the page and choose Edit
      Page. This put the page in design mode.

      Click on the down arrow on the right side of the Announcements Web Part
       header and choose Modify Shared Web Part

      The Web Part Properties pane appears. Expand the Advanced section
      Scroll to the bottom click on the Browse button in the Target Audiences

      The Select Audience popup appears. Expand the dropdown to see the
       targeting options and choose Global Audiences

      Type Managers and click the green magnifying glass button
      Click to highlight Managers in the return list, then click Add and OK

      Click OK to apply the Web Part changes and close the property pane

      Login as Brian Cox (username: “LITWAREINC\brianc” password:
       “pass@word1”) using Sign in as Different User from the Welcome Luis
       Bonifaz item in the top of the browser window

      Notice that the Announcements Web Part is hidden, as Brian is not a member
       of the audience
      Once again become Luis by choosing Sign Out from the Welcome Brian Cox
       item at the top of the browser window

      Choose No when prompted to close the browser
      Click Go back to site to return to the WSS Test Site homepage

The Office SharePoint Server 2007 People Profile Store has been enhanced                   Click on Site Actions in the upper right corner of the page and choose Site
with the following:                                                                         Settings.

       Multi-valued properties (bound to taxonomy, list)
       Security properties
       Open and closed vocabulary
       Extension per site (federated property store)
       Enabling securing properties to groups and people
       Better scalability
       LDAP synchronization

                                                                                           Under Users and Permissions, choose People and groups.

                                                                                           Click on the All People link, notice the new people display including additional
                                                                                            profile columns such as the user’s picture.

One of the core benefits of “My Site” personal views is the ability to look at all         Click My Site in upper right corner of the browser page.
the items that are created by, assigned to, and modified by the user. There
are a number of places in the corporation where information is stored, and
rolling them up into a single view personalized for a specific user is one of the
most critical productivity enhancing features we have built.

Office SharePoint Server 2007 has improved “My Site” personal sites with the         Wait for the My Site to be created (if necessary).
following:                                                                           Click Yes to the popup (if necessary).
                                                                                     Notice the SharePoint Sites roll-up Web Part. This Web Part displays tabs for
Richer Information                                                                    each site where Documents were created or Tasks assigned to Luis
     SharePoint sites roll-up
     Documents and Tasks
     Colleagues (and what has changed)
     Self-configuring OWA parts

Your own site – really!
    Add your own web parts
    Granular privacy control over profile and content
    Customize in SharePoint Designer 2007”

Leverage all Windows SharePoint Services features
    Offline docs and calendar in Outlook 2007
    Personal blog                                                                   Notice the Colleagues Web Part. Click on Show all colleagues (if necessary)
    RSS feed                                                                         to display all peers and reporting employees.

                                                                                     You can add additional Colleagues at any time by clicking on Colleagues under
                                                                                      My Profile in the left navigation. Click on the link to do so.

                                                                                     Notice the My Colleagues page, which lists existing colleagues with information
                                                                                      about them and options for editing.
      Click on Add Colleagues
      Notice the ability to add new colleagues, including suggestions based on email
       and IM communication.

      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

      Click OK
      Click on My Site in the upper right corner to return to Luis’s My Site
      In the left navigation, click on Details under My Profile.

      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

      Notice the ability to pick a picture for your profile.

                                                                                   Click Cancel and Go Back

                                                                                   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

Office SharePoint Server 2007 has added additional functionality to make           Click on the My Profile tab – this displays the user’s public My Site
social networking connections between employees easier to discover. Public
“My Site” pages now include additions such as:

Social Networking
 Use organization, community and communication to recommend
 Better search results
 Make a personal connection by viewing who you have in common with
   other users                                                                     Notice the improved Organization Hierarchy Web Part
Richer implicit information
     People you work with
     Documents written by you
     DL and SharePoint site memberships

Declared information
    Responsibility & Skills
    Import from business systems
                                                                                    Notice the In Common with You Web Part.

                                                                                    Click on Brian Cox from the Colleagues Web Part

                                                                                    Notice on Brian’s public My Site the In Common with Luis Bonifaz and its

                                                                                    Click on Luis Bonifaz under Colleagues to return to Luis’s My Profile page

Office SharePoint Server 2007 has added additional functionality to control         Click on Edit Details in the Contact Information Web Part
the visibility of information on your public My Site, including:

       Show to “My Manager”, “My workgroup”, “My colleagues” and
       Control colleagues, memberships, property values

                                                                          Add some information to the About Me, Responsibility, and Skills field and
                                                                           click on Save and close

                                                                          Notice the changes appear below Luis’s title and in a new Details section.

                                                                          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

      Click on Edit Details under Contact Information
      Change the Show to drop down value for Skills to My Workgroup

      Choose Save and Close
      Notice that Skills disappears from the Details section

      Change the value of the As seen by: drop down to My Workgroup and notice
       that Skills reappears

      Notice the Memberships Web Part which displays Luis’ group memberships

                                                                                       Notice the Colleagues Web Part which displays all Luis’ colleagues

                                                                                       Click on the Manage Colleagues link
                                                                                       Select the checkbox next to Andreas Hauser and click Edit Colleagues on the
                                                                                       Notice the options to set visibility and grouping for this colleague
                                                                                       Click Cancel to return the My Colleagues page
                                                                                       Click My Site in the site breadcrumb to return to Luis’s private My Site

In Office 2003, when users checked out files from a client, the checkout               Open Microsoft Office Word 2007 from the Start menu
occurred on the server. In Microsoft Office 2007, the default behavior is for          Add some text
the checkout to occur and create a local copy so that a user can edit the file         Click the Save button in the Word menu bar
offline. The user then checks in the file to the server from the local copy.

New functionality also allows users to perform check-ins with Windows
SharePoint Services 3.0.
    The first time a user checks out a file from the client, a prompt tells
    them that the file will be checked out locally
   The prompt also provides a link to the folder where the file will be            Choose My Site and double-click on Shared Documents to set the location for
    checked out to, with the option to change the location                           the Save As dialog
   The prompt also allows the user to check out the file on the server, in
    which case the checkout behavior is the same as in Office 2003,
    except for changes in some dialog boxes

                                                                                    Give the file a name and click the Save button
                                                                                    Choose the Office Logo menu, then Server, then Check Out

      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

      Close Word 2007 and choose Yes when prompted to check the file back in.

     Note the versioning comments that you can add.

      Choose OK to the confirmation dialog box.
      Return to the browser and refresh the page.
                                                                                Notice the new document appears in the Documents section of the SharePoint
                                                                                 Sites Web Part.


  I.   Conclusion

       In this lab, you got a brief overview of many of the new features in Microsoft Office SharePoint Server 2007.


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