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Document Sample
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
programs.
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
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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.
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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
homepage
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
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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
continue
You will be taken to a screen where your My Site is created
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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
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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
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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
information
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
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In the Audiences section, click Audiences to open the Manage Audiences
page.
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
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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.
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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
section
The Select Audience popup appears. Expand the dropdown to see the
targeting options and choose Global Audiences
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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
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\
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
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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
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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.
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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.
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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
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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.
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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
colleagues
Better search results
Make a personal connection by viewing who you have in common with
other users Notice the improved Organization Hierarchy Web Part
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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
contents
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
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the visibility of information on your public My Site, including:
Show to “My Manager”, “My workgroup”, “My colleagues” and
“Everyone”
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
group.
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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
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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
toolbar
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
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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
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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
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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.
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Notice the new document appears in the Documents section of the SharePoint
Sites Web Part.
Conclusion
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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