Hands-on Lab Overview 1.

Introduction

HOL101: What's New in Microsoft Windows SharePoint Services 3.0 Feature Walkthrough
2. Technologies Highlighted Microsoft Windows SharePoint Services 3.0 3. Audience All 100 level 4. Purpose of Hands-on Lab Learn about the new and enhanced features in Windows SharePoint Services 3.0 such as site creation, site administration, adding Web Parts, the permissions trimmed UI, list settings, navigation, list and library security, notifications, and email integration. Hands-on Lab

Discussion Points
Exercise 1 Getting Started with Windows SharePoint Services 3.0 Create a Windows SharePoint Services site for use in the rest of the lab.

Actions taken

Login using the following credentials: o Username: luisb o Password: pass@word1 o Log on to: LITWAREINC Wait for the Warmup Script to complete and the popup window to close. Ignore any warnings from Groove. Open an Internet Explorer browser. Luis is an Administrator on the site. Browse to http://moss.litwareinc.com/ Click on Site Actions and choose Create Site

Set the Title of the site to HOL and the URL Name as hol In the Permissions area select Use unique permissions Scroll to the bottom of the page and click on Create Select Create a new group in each of the options on the page And confirm that Luis Bonifaz appears in the HOL Owners and HOL Members groups and select OK

Exercise 2 Site Administration This exercise will take you through the administration user interface for adding new groups and users to the site Create a new group On the HOL site created in Exercise 1, choose Site Settings from the Site Actions menu

Under the Users and Permissions section select People and groups

 On the toolbar click the New menu and select New Group

Set the Name to Lab Day In the Give Group Permission to this Site section, select the Read permission level for the group. Click Create Click on More to display all the site groups Click Lab Day to choose the group you just created

Click New menu on the toolbar and select Add Users Well use the new People Picker feature to add another user to our group Click the Browse button (the one that looks like a book) next to the Users field

 Type Brian into the search field and click the Search button. The People Picker will resolve the name to a couple users and fill the search results box. Select Brian Cox in the results box, click Add and OK.

Click OK to complete the user addition. Weve just added a new, lower permission user to the site. You can use the People and Groups page for

flexible, easy control over your sites visitors. Now, click the HOL tab to return to the top of the HOL site.

Exercise 3 Adding Web Parts On the home page of the HOL site, click Site Actions and select Edit Page

In the Left Web Part Zone, click on the Add a web part button

Select the Tasks list web part and then click the Add button

 Click Exit Edit Mode below the Site Actions menu

The Tasks list now displays in the left web part zone of your homepage

Exercise 4 Reader Experience Readers have lower permissions than the site owners. Lets see how the experience changes for Readers. Sign in as different users. Since you are logged on as an Administrator of the site, notice that the Site Actions menu is displayed. Click on the arrow next to the Welcome Luis Bonifaz message on the top right of the page and select Sign in as Different User

Sign in with Brian Coxs credentials (Username: LITWAREINC\BrianC, Password: pass@word1). Note that you are now logged in as a Reader on the main site.

 Notice that the Site Actions menu no longer appears Notice that the Add new item link under the Tasks Web Part does not appear, as this user only a Reader. Click on the Tasks link Notice that there is no New menu for Readers

Now click on the Welcome menu in the upper right corner of the screen and select Sign Out

Youll now be prompted to close the browser window for maximum security. Click No in the popup.

 Click on the Go back to site link Windows SharePoint Services still requires authentication, and the browser returns the original users credentials after Sign out. On machines with Anonymous Access enabled, Sign Out takes the user to an unauthenticated, anonymous user. Exercise 5 List Settings Windows SharePoint Services has improved list controls and View management, so lets take a look at the new interface. Click on the HOL tab to return to the HOL site Click on the Tasks link in the Quick Launch navigation on the left side of the page

 Notice that there are new commands on the List toolbar. These commands are: o New Adds new Items, Folders and any Content Type associated with the list o Upload Libraries have special upload menus (not shown here) o Actions Special list actions, such as RSS, Alerts and Datasheet editing can be selected here. o Settings List and view settings to change the composition and display of this list. Use the New menu item to add several tasks A View menu is displayed on the toolbar for easy access to view properties. The commands available in this menu are: o Select existing views for the current list o Modify the current list view o Create a new view for the list

Filtering and sorting Users no longer have to browse to a separate page to control the view filters and sort order. Filtering and sorting can take place on the same page

10

Exercise 6 Navigation The site navigation structures have changed significantly in Windows SharePoint Services 3.0. This exercise gives an overview of several of the key navigational changes: Navigation The global navigation breadcrumb is located at the top of web page. This is automatically updated throughout SharePoint site hierarchies and displays the location of the current site The site navigation breadcrumb is located just above the list title. This breadcrumb displays the current location within the site hierarchy to simplify navigation and to provide context. Click on the Tasks link in the left navigation Notice the Global Navigation breadcrumb across the top of the page this is the site hierarchy of the parent site from the top of the site hierarchy

Notice the Site Navigation breadcrumb above the Tasks header this is the path within the current site from the top of the site hierarchy

Choose Site Settings from the Site Actions menu

11

 Click on Navigation from the Look and Feel section

Tree View New navigation structure for browsing SharePoint sites. The Tree View can be used for quick access to subsites and their lists from any site.

Choose Display the navigation items below the current site in the Global Navigation section Notice the other options available here, including default sorting and the ability to edit the Quick Launch navigation Click OK Notice the changes o The Global breadcrumb now shows the path including the site o The Site breadcrumb now starts at the site level o The Top Navigation now shows site-specific items Return to the site homepage using the HOL link in the site breadcrumb To enable the Tree View, click on Site Actions and select Site Settings On the Site Settings page, select Tree view from the Look and Feel category Select Enable Tree View on the Tree view page, and click OK.

12

 Click HOL on the top navigation bar to return to your sites homepage. You should now see your site navigation in a Tree View structure. You can use the Tree View for quick access to subsites and their lists from any site.

Exercise 7 Security This exercise will provide an overview of the improved security model as well as the new Recycle Bin functionality. Item level security Click the Tasks link in the Tree View left navigation Create a new Task: o Title: Important o Priority: (1) High o Assigned to: luisb Create another new Task: o Title: Common o Assigned to: luisb Hover your mouse over the title of the Important task. Youll notice a dropdown menu highlight around the title. Click the drop-down arrow to expand this menu, and select the Manage Permissions command.

13

 On the Manage Permissions page, choose Edit Permissions from the Actions menu. Then read the warning prompt and click OK.

Select the checkbox for Lab Day and choose Remove User Permissions from the Actions menu Click OK on the popup prompt

Click on Tasks from the Site breadcrumb to return to the Tasks list page

14

 Click on the arrow next to the Welcome message on the top right of the page and select Sign in as Different User

Sign in with Brian Coxs credentials (Username: LITWAREINC\BrianC, Password: pass@word1). Notice that as Brian you cannot see the Important task after Luiss permission change. Choose Sign Out from the Welcome menu and No from the popup to revert to Luis Click Go back to site to return to the HOL site Item Version and history Choose Tasks from the left navigation menu In the Tasks list, click the Settings menu on the list toolbar, then click List Settings

15

 Like the Site Settings page, the Customize Tasks page has been updated with categories and a new layout to aid navigation. Click Versioning settings under the General Settings category.

In the Item Version History section, confirm the Create a version each time you edit an item in this list? radio button is set to Yes. Then click OK.

Click Tasks in the site breadcrumb

16

 Hover over the Common task to display the dropdown menu and choose Edit Item

Change the value of Status to Completed and click OK

Hover over the Common task to display the dropdown menu and choose Version History

17

 Delete version 1.0 by clicking Delete on the items drop-down menu, which appears when the mouse hovers over the Modified date field. Then click OK to confirm the informational dialog.

Click HOL on the site breadcrumb to return to the homepage

Recycle Bin

Scroll to the bottom of the homepage, and click Recycle Bin from the left navigation.

Youll see the 1.0 version of the Common item, plus details about its original location, deletion date, and disk size. Click the checkbox for the Common (1.0) item then click Restore Selection on the toolbar. Click OK to confirm the informational dialog.

18

 Had you chosen to delete the item, it would have been sent to a second stage administrator Recycle Bin. From there, the data can be restored in an emergency. Click HOL in the site breadcrumb to return to the homepage. Exercise 8 Notifications This exercise gives an overview of the changes made to alerts, email notifications for task lists and RSS feeds. Alerts

Return to the Tasks list by clicking the Tasks link on the left navigation Click the Actions menu on the list toolbar and select Alert Me.

Browse through the New Alert page and notice that the configuration includes e-mailing other users, new event criteria such as A task is assigned to me

19

and A high priority task changes, and an option to specify the delivery time for your alerts. Choose A high priority task changes from the Send Alerts for These Changes section

Click OK Email Notifications Click the Settings menu and select List Settings

Click Advanced settings from the General Settings category on the Customize Tasks page.

Scroll down to the E-Mail Notification section and confirm that Yes is chosen to enable e-mail notification for Task items. Click OK.

20

 This Tasks list will send e-mail to users whove been assigned new tasks. This requires that outgoing e-mail has been configured on the server. Click on Tasks in the site breadcrumb Choose Edit Item from the pull-down menu on the Important task

Set the value for Status to Completed and click OK Open Microsoft Office Outlook 2007. View the email regarding the change to the Important task. It may take several minutes for Outlook to start and the email to appear.

21

RSS Feeds

Return to your browser Choose View RSS Feed from the Actions menu for the Tasks list

22

 RSS feeds have a link near the top of the page that simplifies subscription with a single click, as demonstrated below. Click on the Subscribe to this feed link.

Your default RSS aggregator (in this case Outlook 2007) opens and gives you the option to set any advanced settings for the feed. Click Cancel in the Outlook 2007 dialog.

23

 Re-open the browser and click the browser Back button to return to the Tasks list Click on HOL in the site breadcrumb to return to the site homepage Exercise 9 Working with Microsoft Office Outlook 2007 This exercise gives an overview of the new Office Outlook 2007 features that integrate with the SharePoint platform. Shared Calendars and Tasks Click the Calendar link in the title of the Calendar web part on the homepage of the HOL site.

24

Create a new Calendar item titled Lab. Click OK. Scroll down the Calendar page to see your new entry. Now, scroll to the top of the page, click Actions then Connect to Outlook.

Click Yes on the Outlook 2007 dialog.

The SharePoint event now shows up in Outlook 2007 (you may need to scroll down in the Outlook calendar display). Add a new calendar entry to the HOL calendar at a few hours after Lab and name it New Item.

25

 Press F9 to do a Send/Receive and push the data back to the server Return to your browser, use the Refresh browser menu item, and youll see that the Outlook 2007 item now appears.

Conclusion
I. Conclusion In this lab, you got a brief overview of many of the new features in Windows SharePoint Services 3.0.

26