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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

All100 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 Actions taken

Exercise 1 Getting Started with Windows SharePoint Services 3.0

Create a Windows SharePoint Services site for use in the rest of the lab. 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

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Set the Titleof the site to HOL and the URL Name as hol

In the Permissionsarea 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 HOLMembers 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

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On the toolbar click the New menu and select New Group

Set the Name to Lab Day

In the Give Group Permission to this Sitesection, select the Readpermission 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 Usersfield

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Type Brian into the search field and click the Search button. The PeoplePicker 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 OKto complete the user addition. Weve just added a new, lowerpermission user to the site. You can use the People and Groups page for

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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 Actionsand 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

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Click Exit Edit Modebelow the Site Actions menu

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

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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 SiteActions menu is displayed.

Click on the arrow next to the Welcome Luis Bonifaz message on the topright 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 onthe main site.

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Notice that the Site Actions menu no longer appears

Notice that the Add new item link under the Tasks Web Part does notappear, 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.

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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 withAnonymous Accessenabled, Sign Out takes the user to anunauthenticated, 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 thepage

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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 listo Upload Libraries have special upload menus (not shown here)

o Actions Special list actions, such as RSS, Alerts and Datasheetediting can be selected here.

o Settings List and view settings to change the composition anddisplay 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 listo 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 thesame page

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Exercise 6 Navigation

The site navigation structures have changed significantly in Windows

SharePoint Services 3.0. This exercise gives an overview of several of thekey navigational changes:

Navigation

The global navigation breadcrumb is located at the top of web page. This is

automatically updated throughout SharePoint site hierarchies and displaysthe location of the current site

The site navigation breadcrumb is located just above the list title. Thisbreadcrumb 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 isthe site hierarchy of the parent site from the top of the site hierarchy

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

Choose Site Settings from the Site Actions menu

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Click on Navigation from the Look and Feel section

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 siteo 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

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

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.

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Click HOL on the top navigation bar to return to your sites homepage. Youshould now see your site navigation in a Tree View structure. You can use theTree 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 wellas the new Recycle Bin functionality.

Item level security Click the Tasks link in the Tree View left navigation

Create a new Task:

o Title: Importanto 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 drop-down menu highlight around the title. Click the drop-down arrow to expand thismenu, and select the Manage Permissions command.

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

Select the checkbox for Lab Day and choose Remove User Permissionsfrom the Actions menu

Click OK on the popup prompt

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

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Click on the arrow next to the Welcome message on the top right of the pageand 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 ListSettings

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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 ItemVersion History section, confirm the Create a version each timeyou edit an item in this list? radio button is set to Yes. Then click OK.

Click Tasks in the site breadcrumb

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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

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Delete version 1.0 by clicking Deleteon 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 Selectionon the toolbar. Click OK to confirm the informational dialog.

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Had you chosen to delete the item, it would have been sent to a second stageadministrator Recycle Bin. From there, the data can be restored in anemergency.

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, emailnotifications 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 includese-mailing other users, new event criteria such as A task is assigned to me

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and A high priority task changes, and an option to specify the delivery timefor 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 ischosen to enable e-mail notification for Task items. Click OK.

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This Tasks list will send e-mail to users whove been assigned new tasks. Thisrequires 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 theemail to appear.

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RSS Feeds Return to your browser

Choose View RSS Feed from the Actions menu for the Tasks list

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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 feedlink.

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

2007 dialog.

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Re-open the browser and click the browser Back button to return to the Taskslist

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 thatintegrate with the SharePoint platform.

Shared Calendars and Tasks Click the Calendar link in the title of the Calendar web part on the homepage ofthe HOL site.

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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 Actionsthen Connect to Outlook.

Click Yes on the Outlook 2007 dialog.

The SharePoint event now shows up in Outlook 2007 (you may need to scrolldown 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.

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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 thatthe 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.