Whats New In Microsoft Windows Share Point Services Feature Walkthrough

What's New in Microsoft

Windows SharePoint Services

Feature Walkthrough

Microsoft® Virtual Labs

What's New in Microsoft Windows SharePoint Services Feature Walkthrough

Table of Contents

What's New in Microsoft Windows SharePoint Services Feature Walkthrough ................... 1

Exercise 1 Getting Started with Windows SharePoint Services ....................................................................................2

Exercise 2 Adding New Groups and Users Through the Administration UI.................................................................3

Exercise 3 Adding Web Parts ........................................................................................................................................6

Exercise 4 Examine the Experience Differences for Readers........................................................................................8

Exercise 5 Examine the New Interface for List Controls and View Management ......................................................10

Exercise 6 Explore the Key Navigational Changes .....................................................................................................12

Exercise 7 Overview of the Improved Security Model................................................................................................14

Exercise 8 Overview of Changes to Alerts, Email Notifications for Task Lists and RSS Feeds.................................19

Exercise 9 Overview of the New Outlook 2007 Features that Integrate with the SharePoint Platform ......................24

Conclusion...................................................................................................................................................................26


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What's New in Microsoft Windows

SharePoint Services Feature Walkthrough

Objectives In completing this lab, you will learn about:

� The new and enhanced features in Windows SharePoint Services (version

3) such as site creation, site administration, adding Web Parts, the

permissions trimmed UI, list settings, navigation, list and library security,

notifications, and email integration.

Estimated Time to Complete This Lab

90 Minutes

Computer used in this Lab

MOSS


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Exercise 1 Getting Started with Windows SharePoint Services

Tasks Detailed Steps

Complete the following

task on:

MOSS

1. Create a Windows

SharePoint Services

site

a. Login using the following credentials:

• Username: luisb

• Password: pass@word1

• Log on to: LITWAREINC

b. Wait for the Warmup Script to complete and the popup window to close.

c. Open an Internet Explorer browser. Luis is an “Administrator” on the site.

d. Browse to http://moss.litwareinc.com/

e. Click on Site Actions and choose Create Site.

f. Set the Title of the site to “HOL” and the URL Name as “hol”

g. In the Permissions area select “Use unique permissions”

h. Scroll to the bottom of the page and click on Create

i. Select “Create a new group” in each of the options on the page

j. And confirm that “Luis Bonifaz” appears in the “HOL Owners” and “HOL

Members“ groups and select OK.


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Exercise 2 Adding New Groups and Users Through the Administration UI Scenario This exercise will take you through the administration UI for adding new groups and users to the site



task on:

MOSS

1. Create a new group

and use the new

“People Picker” to

add a user

a. On the HOL site created in Exercise 1, choose Site Settings from the Site Actions

menu

b. Under the Users and Permissions section select People and groups

c. On the toolbar click the New menu and select New Group

d. Set the Name to “Lab Day”

e. In the “Give Group Permission to this Site” section, select the “Read”

permission level for the group.

f. Click “Create”

g. Click on More… to display all the site groups

h. Click “Lab Day” to choose the group you just created


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i. Click New menu on the toolbar and select “Add Users”

j. We’ll use the new “People Picker” feature to add another user to our group

k. Click the Browse button next to the “Users” field

l. 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.

m. Select “Brian Cox” in the results box, click Add and OK.


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n. Click OK to complete the user addition. We’ve just added a new, lower

permission user to the site. You can use the People and Groups page for flexible,

easy control over your site’s visitors.

o. Now, click the HOL tab to return to the top of the HOL site.


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Exercise 3 Adding Web Parts



task on:

MOSS

1. Add the Tasks list

web part

a. On the home page of the HOL site, click Site Actions and select “Edit Page”

b. In the Left Web Part Zone, click on the “Add a web part” button

c. Select the “Tasks” list web part and then click the Add button.


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Note: If Add button is not available, collapse and expand the Lists and Libraries to

view the Add button.

d. Click Exit Edit Mode below the “Site Actions” menu

e. The “Tasks” list now displays in the left web part zone of your homepage


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Exercise 4 Examine the Experience Differences for Readers

Scenario Readers have lower permissions than the site owners. Let’s see how the experience changes for Readers.



task on:

MOSS

1. Sign in as a user with

Reader permissions

a. Since you are logged on as an Administrator of the site, notice that the “Site

Actions” menu is displayed.

b. 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

c. Sign in with Brian Cox’s credentials (Username: LITWAREINC\BrianC,

Password: pass@word1). Note that you are now logged in as a “Reader” on the

main site.

d. Notice that the “Site Actions” menu no longer appears

e. Notice that the “Add new item” link under the “Tasks” Web Part does not appear,

as this user only a “Reader”.

f. Click on the “Tasks” link

g. Notice that there is no “New” menu for Readers

h. Now click on the Welcome menu in the upper right corner of the screen and select

“Sign Out”


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i. You’ll now be prompted to close the browser window for maximum security.

Click “No” in the popup.

j. Click on the “Go back to site” link

k. Windows SharePoint Services still requires authentication, and the browser returns

the original user’s credentials after Sign out. On machines with Anonymous

Access enabled, “Sign Out” takes the user to an unauthenticated, anonymous user.


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Exercise 5 Examine the New Interface for List Controls and View Management

Scenario Windows SharePoint Services has improved list controls and View management, so let’s take a look at the new

interface.



task on:

MOSS

1. Examine the Tasks

screen

a. Click on the “HOL” tab to return to the HOL site

b. Click on the “Tasks” link in the Quick Launch navigation on the left side of the

page

c. Notice that there are new commands on the List toolbar. These commands are:

• New – Adds new Items, Folders and any Content Type associated with

the list

• Upload – Libraries have special upload menus (not shown here)

• Actions – Special list actions, such as RSS, Alerts and Datasheet editing

can be selected here.

• Settings – List and view settings to change the composition and display

of this list.

d. Use the New menu item to add several tasks

NOTE: The default view is My Tasks unless you assign the new items to LuisB you

will not see anything in the default view.

e. A View menu is displayed on the toolbar for easy access to view properties. The

commands available in this menu are:

• Select existing views for the current list

• Modify the current list view


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• Create a new view for the list

f. 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


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Exercise 6 Explore the Key Navigational Changes

Scenario The site navigation structures have changed significantly in Windows SharePoint Services. This exercise gives an

overview of several of the key navigational changes:



task on:

MOSS

1. Explore the key

navigational changes

Note: 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

Note: 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.

a. Click on the Tasks link in the left navigation

b. 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

c. Notice the Site Navigation breadcrumb above the Tasks header – this is the path

within the current site from the top of the site hierarchy

d. Choose “Site Settings” from the “Site Actions” menu

e. Click on “Navigation Settings” from the “Look and Feel” section

f. Choose “Use the global navigation of this site” in the “Global Navigation”


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section

Note: Notice the other options available here, including default sorting and the ability

to edit the Quick Launch navigation

g. Click “OK”

Note: Notice the changes

The Global breadcrumb now shows the path including the site

The Site breadcrumb now starts at the site level

The Top Navigation now shows site-specific items

h. Return to the site homepage using the HOL link in the site breadcrumb

i. To enable the Tree View, click on Site Actions and select Site Settings

j. On the Site Settings page, select Navigation Options from the Look and Feel

category

k. Select “Enable Tree View” on the Navigation Options page, and click OK.

l. Click HOL on the top navigation bar to return to your site’s 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.


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Exercise 7 Overview of the Improved Security Model

Scenario This exercise will provide an overview of the improved security model as well as the new Recycle Bin functionality.



3 tasks on:

MOSS

1. Create new tasks and

remove user

permissions

a. Click the Tasks link in the Tree View left navigation

b. Create a new Task:

• Title: Important

• Priority: (1) High

• Assigned to: luisb

c. Create another new Task:

• Title: Common

• Assigned to: “luisb”

d. Hover your mouse over the title of the “Important” task. You’ll notice a drop-

down menu highlight around the title. Click the drop-down arrow to expand this

menu, and select the Manage Permissions command

e. On the Manage Permissions page, choose “Edit Permissions” from the

“Actions” menu. Then read the warning prompt and click OK.

f. Select the checkbox for “Lab Day” and choose “Remove User Permissions” from

the Actions menu


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g. Click OK on the popup prompt

h. Click on “Tasks” from the Site breadcrumb to return to the Tasks list page

i. Click on the arrow next to the “Welcome” message on the top right of the page

and select “Sign in as Different User”

j. Sign in with Brian Cox’s credentials (Username: LITWAREINC\BrianC,

Password: pass@word1).

k. Choose “All Tasks” from the View menu to display all tasks

l. Notice that as Brian you cannot see the “Important” task after Luis’s permission

change.

m. Choose “Sign Out” from the Welcome menu and “No” from the popup to revert to


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Luis

n. Click “Go back to site” to return to the HOL site

2. Examine Versioning

settings screen and

Version History

a. Choose Tasks from the left navigation menu

b. In the Tasks list, click the Settings menu on the list toolbar, then click List

Settings

c. Like the Site Settings page, the Customize List page has been updated with

categories and a new layout to aid navigation.

d. Click “Versioning settings” under the “General Settings” category.

e. 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.

f. Click “Tasks” in the site breadcrumb


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g. Hover over the “Common” task to display the dropdown menu and choose “Edit

Item”

h. Change the value of Status to Completed and click OK

i. Hover over the “Common” task to display the dropdown menu and choose

“Version History”

j. Delete version 1.0 by clicking Delete on the item’s drop-down menu, which

appears when the mouse hovers over the “Modified” date field. Then click OK to

confirm the informational dialog.


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k. Click HOL on the site breadcrumb to return to the homepage

3. View the Recycle

Bin

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

navigation.

b. You’ll see the 1.0 version of the “Common” item, plus details about its original

location, deletion date, and disk size.

c. Click the checkbox for the “Common (1.0)” item then click “Restore Selection”

on the toolbar. Click OK to confirm the informational dialog.

d. 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.

e. Click “HOL” in the site breadcrumb to return to the homepage.


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Exercise 8 Overview of Changes to Alerts, Email Notifications for Task Lists and RSS Feeds

Scenario This exercise gives an overview of the changes made to alerts, email notifications for task lists and RSS feeds.



3 tasks on:

MOSS

1. Create a new Alert

for high priority task

changes

a. Return to the “Tasks” list by clicking the Tasks link on the left navigation

b. Click the Actions menu on the list toolbar and select Alert Me.

c. 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” and “A

high priority task changes”, and an option to specify the delivery time for your

alerts.

d. Choose “A high priority task changes” from the “Send Alerts for These

Changes” section


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e. Click OK

2. Modify a task to

confirm that an e-

mail notification is

sent on changes

made

a. Click the “Settings” menu and select “List Settings”

b. Click “Advanced settings” from the “General Settings” category on the

“Customize Tasks” page.

c. Scroll down to the “E-Mail Notification” section and confirm that “Yes” is

chosen to enable e-mail notification for Task items. Click OK.

d. This “Tasks” list will send e-mail to users who’ve been assigned new tasks. This

requires that outgoing e-mail has been configured on the server.

e. Click on “Tasks” in the site breadcrumb

f. Choose “Edit Item” from the pull-down menu on the “Important” task


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g. Set the value for “Status” to “Completed” and click OK

h. Open Microsoft Office Outlook 2007. View the email regarding the change to

the “Important” task. It may take a couple minutes for the email to appear.

i. If a dialog appears click No.

3. Subscribe to the RSS

Feed

a. Return to your browser

b. Choose “View RSS Feed” from the “Actions” menu for the Tasks list


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c. 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 RSS Feed”

link.

d. Your default RSS aggregator (in this case Outlook 2007) opens and gives you the

option to set any advanced settings for the feed. Click No in the Outlook 2007

dialog.


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e. Re-open the browser and click the browser Back button to return to the Tasks list

f. Click on HOL in the site breadcrumb to return to the site homepage.


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Exercise 9 Overview of the New Outlook 2007 Features that Integrate with the SharePoint Platform

Scenario This exercise gives an overview of the new Outlook 2007 features that integrate with the SharePoint platform.



task on:

MOSS

1. Create a new

Calendar and connect

it to Outlook

a. Click the Calendar link in the title of the Calendar web part on the homepage of

the HOL site.

b. Create a new Calendar item titled “Lab”.

c. Click OK.

d. Scroll down the Calendar page to see your new entry.

e. Now, scroll to the top of the page, click Actions then “Connect to Outlook”.

f. Click Yes on the Outlook 2007 dialog.


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

down in the Outlook calendar display).

h. Add a new calendar entry to the HOL calendar at a few hours after “Lab” and

name it “New Item”.

i. Press F9 to do a Send/Receive and push the data back to the server

j. Return to your browser, use the Refresh browser menu item, and you’ll see that

the Outlook 2007 item now appears.


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Conclusion

In this lab, you got a brief overview of many of the new features in Windows SharePoint Services (version 3).

Technology

Whats New In Microsoft Windows Share Point Services Feature Walkthrough