introductionto windows share point services3.0

Introduction to Windows

SharePoint Services 3.0

Microsoft® Virtual Labs

2 Introduction to Windows SharePoint Services 3.0

Introduction to Windows SharePoint Services 3.0

Objectives After completing this lab, you will be able to:

� Describe the user interface changes in Microsoft® Windows® SharePoint® Services 3.0.

� Configure the document collaboration features in Windows SharePoint Services 3.0.

� Configure wikis, blogs, and Really Simple Syndication (RSS) feeds in Windows SharePoint

Services 3.0.

� Configure project task tracking in Windows SharePoint Services 3.0.

� Configure e-mail integration in Windows SharePoint Services 3.0.

� Configure Microsoft Office Outlook® 2007 integration with Windows SharePoint Services 3.0.

� Configure discussions and surveys in Windows SharePoint Services 3.0.

Scenario You are the network administrator for Contoso, Ltd. The company has Windows SharePoint

Services version 2 deployed, but it is planning to deploy Windows SharePoint Services 3.0 to

provide enhanced collaboration between users in the company. In preparation for the migration, you

need to understand how to configure and use many of the new features available in Windows SharePoint Services 3.0.

Lab Components This lab includes two components:

� Exercises—The exercises include detailed step-by-step instructions and are required. The

exercises cover the core information needed to meet the lab objectives.

� Additional Tasks—The additional tasks are listed at the end of each exercise. You can perform

these tasks to extend your learning about the product. The additional tasks do not provide step-by-

step instructions, but the procedures are similar to the steps that you performed in the exercises.

The additional tasks are optional, but it is recommended that you complete them to gain a fuller

understanding of the product.

Introduction to Windows SharePoint Services 3.0 3

Computers This lab uses three virtual machines performing the following roles:

� 3369A-3373A-SEA-DC1

• Domain controller

• Microsoft Exchange Server computer

� 3369A-3373A-SEA-SRV1

• Member server

• Server running Microsoft Windows SharePoint Services 3.0

� 3369A-3373A-SEA-CL1

• 2007 Microsoft Office system client

Estimated time to complete this lab: 90 minutes

Virtual Lab Console This lab makes use of the Microsoft Virtual Lab Program, an application that allows you to run

multiple virtual machines online. During the lab, you will switch between different windows, each

containing a separate virtual machine running Microsoft Windows Server™ 2003 or Microsoft Windows® XP.

Before you start the lab, familiarize yourself with the following basics of the Virtual Lab Console:

� To switch the focus for your mouse and keyboard to the virtual machine, click inside the virtual

machine window.

� To remove the focus from a virtual machine, move the mouse pointer outside the virtual machine

window.

� To issue the CTRL+ALT+DELETE keyboard combination inside a virtual machine,

use RIGHT-ALT+DELETE instead. Virtual PC designates the RIGHT-ALT key as the Host key.

� Select the machine you wish to perform tasks on by selecting it in “My Machines”

To Start the Lab Before you can perform any of the lab exercises, you must log on to the computer. If an error

message warns you that the disk’s parent appears to have been modified, click OK to continue. This

error message appears when you move Virtual PC images between computers with different time-zone settings.

Note These demonstrations have been developed using beta software. If a specific task results

in an error message or a time-out screen, try performing the task again. The task will most likely be completed successfully at the second attempt.


Exercise 1: User Interface Changes in Windows SharePoint Services 3.0 The user interface for Windows SharePoint Services 3.0 has been significantly redesigned to make

it easier for users to navigate between SharePoint sites, subsites, and lists. The user interface has

also been redesigned to provide a security-trimmed interface so that users can view only the options

on a page that they have permission to access. This exercise shows an overview of user interface changes in Windows SharePoint Services 3.0.

User Interface Changes in Windows SharePoint Services 3.0

Tasks Detailed Steps

Setup steps only. � Click on SEA-CL1 under My Machines in the Virtual Lab console

� Log on to SEA-CL1 by entering RIGHT-ALT+DEL as Qin with

the password Pa$$w0rd.

� Log on to SEA-SRV1 as Administrator with the password

Pa$$w0rd.

1. On SEA-CL1, connect to the

IT site home page at

http://sea-srv1/sites/IT.

a. Click Start, point to All Programs, and then click Internet

Explorer.

b. In the Address bar, type http://sea-srv1/sites/IT, and then press

ENTER.

2. Use the top navigation bar

links and the site breadcrumbs

to navigate from the IT home

page to the IT Admins site and

then to the Network

Documentation document

library.

a. On the IT Home page, on the top navigation bar, click IT Admins.

b. On the IT Admins home page, under Documents, click Network

Documentation.

c. Point out the site breadcrumb just above the Network

Documentation name.

d. Click IT Admins to return to the IT Admins home page.

3. Add the IT Procedures subsite

under the IT Admins site to

the top navigation bar.

a. On the IT Admins home page, under IT Admins, point out the top

link bar. Click Home.

b. Click View All Site Content on the Quick Launch bar.

c. Under Sites and Workspaces, point out the ITProcedures subsite.

d. On the All Site Content page, click Home.

e. Click Site Actions, and then click Site Settings.

f. On the Site Settings page, under Look and Feel, click Top link bar.

g. On the Top Link Bar page, click New Link.

h. On the New Link page, in the Type the Web address box, type

http://sea-srv1/sites/IT/ITProcedures.

i. In the Type the description box, type IT Procedures, and then click

OK.

j. On the Top Link Bar page, click New Link.

k. On the New Link page, in the Type the Web address box, type

http://sea-srv1/sites/Sales.

l. In the Type the description box, type Sales, and then click OK.

m. Under Team Site, click Home. Notice that both the IT Admins


subsite and the Sales team site links are now listed on the top link

bar.


(continued)

User Interface Changes in Windows SharePoint Services 3.0


4. Configure the IT Procedures

subsite to use the same top

navigation bar as the parent

site.

a. On the top navigation bar, click IT Procedures.

b. On the IT Procedures home page, click Site Actions, and then click

Site Settings.

c. On the Site Settings page, click Top link bar.

d. On the Top Link Bar page, click Stop Inheriting Links.

e. On the Top Link Bar page, click Home.

f. Above IT Procedures, in the top level breadcrumb, click IT.

5. On the IT Admin home page,

enable the tree view in the left

navigation pane.

a. On the IT page, click Site Actions, and then click Site Settings.

b. Under Look and Feel, click Navigation Options.

c. On the Navigation Options page, select the Enable Tree View check

box, and then click OK.

d. Under IT, click Home.

6. To test the security-trimmed

interface, log on to the IT Web

site as Greg Weber and as

Arlene Huff.

• Greg is a site member

with contributor access, so

the links to create new

announcements and links

are available, but the Site

Actions option is not.

• Arlene is a site visitor, and

she has only reader access

to the site, so none of the

links for creating new

content are displayed for

her.

a. On the IT Home page, click Welcome Qin Hong at the top of the

page, and then click Sign in as a Different User.

b. In the authentication dialog box, log on as Contoso\greg with the

password Pa$$w0rd.

c. Confirm that the Site Actions tab is not visible, but the Add new

announcement link is.

d. On the IT Home page, click Welcome Greg Weber at the top of the

page, and then click Sign in as a Different User.

e. In the authentication dialog box, log on as Contoso\arlene with the

password Pa$$w0rd.

f. Confirm that the Site Actions tab and the Add new announcement

link are both unavailable.

g. On the IT Home page, click Welcome Arlene Huff at the top of the

page, and then click Sign in as Different User.

h. In the authentication dialog box, log on as Contoso\qin with the

password Pa$$w0rd.

Additional Tasks If time permits, complete the following tasks to learn more about the user interface changes in Windows SharePoint Server 3.0:

� Add a link to http://support.microsoft.com to the top navigation bar. You can add links to any Web

sites to the top navigation bar.

� Access the IT Procedures subsite and configure it with a unique top navigation bar rather than

inheriting the navigation bar from the parent site.


Exercise 2: Document Collaboration Windows SharePoint Services 3.0 provides enhanced document management functionality. New

features include content approval, enforcement of content versioning, configuration of check-out

restrictions, and support for multiple content types. Another new feature is the two-level Recycle

Bin. This exercise shows some of the document management and collaboration features available in Windows SharePoint Services 3.0.

Document Collaboration


1. Access the Network Documentation

document library on the IT Admins

site, and configure the following

settings:

• Enable content approval.

• Enable major and minor

document versions.

• Configure permissions so that

all users with edit permissions

can see draft items.

• Require that users check out

documents before editing them.

• Configure a list or library to

support multiple document

types.

a. On the IT page, on the top link bar, click IT Admins.

b. On the IT Admins page, under Documents, click Network

Documentation.

c. On the Network Documentation page, click Settings, and then

click Document Library Settings.

d. On the Customize Network Documentation page, click

Versioning settings.

e. In the Content Approval section, click Yes.

f. In the Document Version History section, click Create major

and minor (draft) versions.

g. In the Draft Item Security section, click Only users who can

edit items.

h. In the Require Check Out section, click Yes.

i. Click OK.

j. In the site breadcrumb, click Network Documentation.

2. Check out the Network

Configuration document and

modify it. Save the document as

version 1.1, and then view the

version history for the document.

a. Rest the cursor on Network Configuration, and then click the

down arrow that appears.

b. Click Edit in Microsoft Office Word.

c. In the Internet Explorer dialog box, click OK.

d. After the document opens in Office Word, add some content to

the document, and then click Save.

e. Close the Office Word document, and in the Microsoft Office

Word dialog box, click Yes.

f. In the Check In dialog box, ensure 1.1 Minor version (draft)

is selected, and then click OK. On the Network Configuration

menu, click Version History.

g. On the site breadcrumb, click Network Documentation.

h. Close Internet Explorer.


(continued)



3. To test content approval, log on as

Greg and modify the Server

Configuration document. Notice

that the approval status for the

document is pending. Log on as Qin

and approve the document revision.

a. Log off of SEA-CL1, and then log on as Contoso\greg with the

password Pa$$w0rd.

b. Open Internet Explorer and connect to http://sea-srv1/

sites/IT.

c. Click IT Admins, and then click Network Documentation.

d. Rest the mouse pointer on Server Configuration, and then

click the down arrow that appears.

e. Click Edit in Microsoft Office Word.

f. In the Internet Explorer dialog box, click OK.

g. After the document opens in Word, add some content to the

document, and then click Save.

h. Close the Office Word document, and in the Microsoft Office

Word dialog box, click Yes.

i. In the Check In dialog box, click 2.0 Major version (publish),

and then click OK.

j. On the IT Home page, click Welcome Greg Weber at the top

of the page, and then click Sign in as Different User.

k. In the authentication dialog box, log on as Contoso\qin with


l. Click Network Documentation, and access the Server

Configuration document menu. Click Approve/reject.

m. Under Approval Status, click Approved, and then click OK.

4. While logged on as Qin, upload a

picture to the Network

Documentation document library.

a. On the Network Documentation page, click Upload.

b. In the Upload Document section, click Browse.

c. In the Choose file dialog box, open My Pictures, open Sample

Pictures, and then click Sunset.

d. Click Open, and then click OK.

e. On the Network Documentation: Sunset page, click Check In.

f. Under IT Admins, click Home.

5. On the SharePoint 3.0 Central

Administration Application

Management page, ensure that the

Recycle Bin is enabled, and then

configure the Recycle Bin settings

to delete all items from the Recycle

Bin after 60 days.

a. On SEA-SRV1, click Start, point to Administrative Tools,

and then click SharePoint 3.0 Central Administration.

b. On the Central Administration page, click Application

Management on the top links bar.

c. On the Application Management page, click Web application

settings.

d. On the Web Application Settings page, scroll down to the

Recycle Bin section.

e. Under Delete items in the Recycle Bin, change the value to 60

days, and then click OK.


(continued)



6. Test the use of the Recycle

Bin by deleting and restoring

documents and folders from

the Network Documentation

document library.

a. On SEA-CL1, access the Network Documentation document library

on the IT Admins home page.

b. Access the menu for Network Configuration and click Delete.

c. In the Microsoft Internet Explorer dialog box, click OK.

d. Repeat steps b and c to delete the Server Configuration.doc file.

e. Click Settings, and then click Document Library Settings.

f. On the Customize Network Documentation page, click Delete this

document library.

g. In the Internet Explorer dialog box, click OK.

h. On the Quick Launch bar, click Recycle Bin.

i. On the Recycle Bin page, select the check box for the Network

Documentation folder. Then click Restore Selection.

j. In the Microsoft Internet Explorer dialog box, click OK.

k. Click IT Admins, and then click View All Site Content.

l. Under Document Libraries, click Network Documentation.

m. On the Network Documentation page, click Settings, and then click

Document Library Settings.

n. Click General settings, and then select Yes in the Navigation

section. Click Save.

o. Click IT Admins, and then click Network Documentation. Ensure

that the Sunset picture has been restored.

p. Click Recycle Bin, click the check box for Server

Configuration.docx and click Restore Selection. In the Internet

Explorer dialog box, click OK.

q. Select the check box for Network Configuration.doc, and then click

Delete Selection. In the Internet Explorer dialog box, click OK.

r. To restore the file that was deleted from the site Recycle Bin, click

Home.

s. On the IT site home page, click Site Actions, and then click Site

Settings.

t. On the Site Settings page, under Site Collection Administration,

click Site collection recycle bin.

u. On the Site Collection Recycle Bin page, under Select a View, click

Deleted from end user Recycle Bin.

v. Select the check box for Network Configuration.docx, and then click

Restore Selection.

w. In the Internet Explorer dialog box, click OK.

x. Click IT Admins, and then click Network Documentation. Ensure

that all files have been restored.

y. Close Internet Explorer and log off.


Additional Tasks If time permits, complete the following tasks to learn more about the document collaboration features in Windows SharePoint Server 3.0:

� Change the settings for the Network Documentation library to not require users to check out

documents before editing them. On WPG-CL1, edit one of the documents in the document library

without checking out the document. While you have the document open on WPG-CL1, view the

document properties in the document library.

� Access the version history page for the Server Configuration.doc file, and delete the 1.1 version of

the document.

� On the SharePoint 3.0 Central Administration page, disable the Recycle Bin option. Create a new

document in the Network Documentation document library, and then test the effect of deleting a

document.


Exercise 3: Wikis, Blogs, and RSS Another way that Windows SharePoint Services 3.0 provides enhanced collaboration is with new

options for interacting with content on a SharePoint site. These options include wikis, blogs, and Really Simple Syndication (RSS). This exercise shows how to create and use these new features.

Task 3-1: Configuring a Wiki Document Library A wiki site is a Web site that can be modified by any user who has contributor access. In this part of the exercise, you will see how to create and use a Wiki document library.

Configuring a Wiki Document Library


Setup step only. � On SEA-CL1, log on as Qin with the password Pa$$w0rd.

1. Create a document library on the IT

Admins site by using a Wiki Page

Library.

a. In Internet Explorer, connect to http://sea-srv1/

sites/IT/ITAdmins.

b. Click Site Actions, and then click Create.

c. Under Libraries, click Wiki Page Library.

d. On the New page, in the Name box, type IT Admins Wiki

Library.

e. In the Description box, type Use this library for ad hoc

documentation, and then click Create.

2. Add new wiki page named

Troubleshooting Links to the wiki

library. Add a link to the Microsoft

Help and Support site to the wiki page.

a. On the IT Admins Wiki Library page, click New.

b. On the New Wiki Page page, in the Name box, type

Troubleshooting Links.

c. Under Wiki Content, click the text field and then click the

Font Size button (the uppercase A with the arrow). Click

4 – Example Text.

d. Type Links to Microsoft Troubleshooting sites, and then

press ENTER twice.

e. Type Microsoft Help and Support Site and press ENTER.

Type http://support.microsoft.com and press ENTER.

f. Click Create.

g. On the Quick Launch bar, click IT Admins Wiki Library.


(continued)

Configuring a Wiki Document Library


3. Log on as Greg Weber, and add a link

to the IT Procedures SharePoint site on

the wiki page created by Qin.

a. Click Welcome Qin Hong at the top of the page, and then

click Sign in as Different User.

b. In the authentication dialog box, log on as Contoso\greg

with the password Pa$$w0rd.

c. Under Documents, click IT Admins Wiki Library.

d. On the IT Admins Wiki Library page, click

Troubleshooting Links.

e. On the Troubleshooting Links page, under Site Actions,

click Edit Page.

f. Under the Microsoft Help and Support Site link, type

Links to IT Procedures and press ENTER. Type

http://sea-srv1/sites/it/ITprocedures. After typing the

URL, press ENTER.

g. Click OK.

h. On the top-level menu, click IT Admins.


Task 3-2: Creating a Blog Web Site A blog is a site designed to help users share information by contributing new posts to the site or

commenting on existing content. In this portion of the exercise, you will see how to create and use a blog Web site.

Creating a Blog Web Site


1. On the Sites and Workspaces page,

create a new SharePoint site named

ITBlog and using the Blog (Web

Log) template.

a. Click Welcome Greg Weber at the top of the page, and then


b. In the authentication dialog box, log on as Contoso\qin with


c. On the IT Admins home page, on the Quick Launch bar, click

View All Site Content.

d. On the All Site Content page, click Create.

e. On the Create Page, under Web Pages, click Sites and

Workspaces.

f. On the New SharePoint Site page, in the Title box, type IT

Blog.

g. In the URL name box, type ITBlog.

h. Under Select a template, click Blog, and then click Create.

2. Create a new blog entry informing all

IT department members of the

upcoming golf tournament.

a. To create a new blog entry, click Make a new Post.

b. On the Posts: New Item page, in the Title box, type IT

Department Updates.

c. In the Body box, type Important: The IT department golf

tournament is scheduled for next Saturday.

d. In the Category list, click Category 1.

e. Click Publish.

3. Sign in as Greg and comment on the

existing blog entry.

a. Click Welcome Qin Hong at the top of the page, and then


b. In the authentication dialog box, log on as Contoso\Greg with


c. Under the IT Department Updates blog entry, click

Comments.

d. In the Title box, type Who is bringing the drinks?

e. In the Body box, type I will bring the snacks.

f. Click Submit Comment.

g. In the top breadcrumb, click Home to return to the IT Home

page.


Task 3-3: Configuring RSS Feeds RSS has become a standard way of aggregating content from the Web. By integrating RSS feeds for

each SharePoint list, Windows SharePoint Services 3.0 provides a push mechanism for forwarding information to end users. In this portion of the exercise, you will see how to configure an RSS feed.

Configuring RSS Feeds


1. Access the Network Documentation

document library and subscribe to the

library as an RSS feed. Use

Microsoft Office Outlook® 2007 as

the RSS client.



b. In the authentication dialog box, log on as Contoso\Qin with


c. On the IT Home page, click IT Admins, and then click

Network Documentation.

d. Click Actions, and then click View RSS Feed.

e. On the RSS Feed for IT Admins: Network Documentation

page, select the URL in the Address box and press Ctrl-C.

f. Click Start, and then click E-mail. In Microsoft Outlook

dialog box, right-click RSS Feeds and click Add a New RSS

Feed.

g. In the New RSS Feed dialog box, click the text box and press

Ctrl-V. Click Add.

h. Click Yes in the Microsoft Office Outlook dialog box.

i. In the IT Admins Network Documentation folder, click the

message from Greg Weber. Then click View article.

j. Close the Network Documentation: Server Configuration

window, and then close Office Outlook.

k. Return to the IT home page.

Additional Tasks If time permits, complete the following tasks to learn more about using wikis, blogs and RSS in Windows SharePoint Server 3.0:

� On SEA-CL1, access the wiki site that you created, and upload a graphic from the My Pictures

folder to the wiki site. Access the site as a different user to view the graphics entry.

� Access the Network Documentation library by using Microsoft Internet Explorer®. Create a new

document in the document library. Start Office Outlook 2007, and confirm that you have received

the RSS feed with the link to the new document.


Exercise 4: Project Task Tracking Windows SharePoint Services has been redesigned to provide more tools for project management

within a SharePoint site. The new tools include Project Tasks lists and Issue Tracking lists. In this

exercise, you will see the project task management options available in Windows SharePoint Services 3.0.

Project Task Tracking


1. Access the IT Admins home page. � Click IT Admins on the top navigation bar.

2. Create a new Project Tasks list

named Deployment Tasks.

a. Click Site Actions, and then click Create.

b. On the Create page, under Tracking, click Project Tasks.

c. On the New page, in the Name box, type Deployment Tasks,

and then click Create.

3. Create a new task named Define

hardware requirements, assign it to

Greg Weber, and configure a due

date two weeks from today.

a. On the Deployment Tasks page, click New.

b. On the Deployment Tasks: New Item page, in the Title box,

type Define hardware requirements.

c. In the Assigned to box, type Greg.

d. In the Description box, type Define hardware requirements

for deploying Windows SharePoint Services 3.0.

e. In the Due Date section, click the calendar button, choose a

date two weeks from today, and then click OK.

4. Create another task named Identify

project team, and assign it to Qin.

Configure the task with a high

priority, due one week from today.

a. On the Deployment Tasks page, click New.

b. On the Deployment Tasks: New Item page, in the Title box,

type Identify project team.

c. In the Priority list, choose (1) High.

d. In the Assigned to box, type qin.


date one week from today, and then click OK.


(continued)



5. Log on to the site as Greg, and

configure a view to show only the

tasks assigned to Greg. Edit the task

to change the status to 50 percent

complete.

6. Filter the list view to show only high-

priority items.

a. Click Welcome Qin Hong, and then click Sign in as

Different User.

b. In the authentication dialog box, log on as Contoso\Greg with


c. In the Deployment Tasks list, click the down arrow next to

Project Tasks.

d. Click My Tasks. The view is filtered to include only the tasks

assigned to Greg Weber.

e. Click Define hardware requirements. On the Deployment

Tasks, Define hardware requirements page, click Edit item.

f. In the Task Status section, click In Progress.

g. In the % Complete section, type 50, and then click OK.

h. Click My Tasks, and then click Project Tasks.

i. Click the blue line next to Identify Project Team and drag it

to the right.

j. Click Project Tasks, and then click All Tasks.

k. Click the Priority column header, and then click (1) High.

l. Click the Priority column header, and then click Clear filter

from Priority.

7. Sign on to the site as Qin, and create

an Issue Tracking list named

Deployment Issues.


click Sign in as a Different User.

b. In the authentication dialog box, log on as Contoso\Qin with


c. Click IT Admins on the top navigation bar.

d. Click Site Actions, and then click Create.

e. On the Create page, under Tracking, click Issue Tracking.

f. On the New page, in the Name box, type Deployment Issues,

and then click Create.

8. Create a new item named Budget

sign-off required in the list. Assign

the item to Qin, and configure a due

date of one week from today.

a. On the Deployment Issues page, click New.

b. On the Deployment Issues: New Item page, in the Title box,

type Budget sign-off required.

c. In the Assigned to box, type qin.

d. In the Priority list, click (1) High.


date one week from today, and then click OK.


(continued)



9. Configure an alert on the Issue

Tracking list so that you are notified

every time a change occurs in the list.

a. On the Deployment Issues page, click Actions, and then click

Alert Me.

b. On the New Alert page, confirm that Change Type is set to

All changes.

c. Also confirm that Send Alerts for These Changes is set to

Anything changes.

d. Click OK.

10. Create a new calendar item named

Weekly Project Status Meetings

that will occur weekly for 10 weeks.

a. On the top-level menu, click IT Admins.

b. On the IT Admins home page, click Calendar.

c. Click New.

d. On the Calendar: New Item page, in the Title box, type

Weekly Project Status Meetings.

e. In the Recurrence section, click Make this a repeating

event.

f. On the Calendar: New Item page, in the Recurrence section,

click Weekly, and then click End after 10 occurrence(s).

g. In the Start Date box, choose a date within the next week, and

then click OK.

h. Confirm that Weekly Project Status Meeting is listed in the

calendar.

i. On the top-level menu, click IT Admins.

Additional Tasks If time permits, complete the following tasks to learn more about project tracking in Windows SharePoint Server 3.0:

� Assign another task to Qin on the Issue Tracking list. Confirm that Qin receives the e-mail

message indicating that the task has been assigned.

� On the Deployment Tasks page, on the Action menu, click Export to Spreadsheet. Open the file in

Microsoft Office Excel®, and examine the data and options that are exported.


Exercise 5: E-Mail Integration Windows SharePoint Services 3.0 provides new features for integrating e-mail with the SharePoint

sites, giving users additional options for monitoring and interacting with Windows SharePoint

Services content. In this exercise, you will see how e-mail functionality is built into Windows SharePoint Services 3.0.

Note Because these labs are being performed on beta software, some steps may take longer

than expected. For example, in this lab, sending a message from Microsoft Office Outlook can take 1 to 2 minutes.

E-Mail Integration


1. Send an e-mail message from the

Windows SharePoint Services site to

Qin Hong and Greg Weber.

a. On the IT Admins page, on the Quick Launch bar, click

People and Groups.

b. On the Peoples and Groups: IT Members page, select the

Greg Weber and Qin Hong check boxes.

c. Click Actions, and then click E-mail Users.

d. On the e-mail form, type Test message from Qin in the

Subject box, and then click Send.

e. Open Outlook, and confirm that Qin received the message.

2. Assign an SMTP address to the

Network Documentation folder to

accept e-mail. Use an SMTP alias of

Netdocs. Send a test message to the

folder’s SMTP address.

a. In Internet Explorer, click IT Admins on the top navigation

bar, and then click Network Documentation.

b. On the Network Documentation page, click Settings, and then

click Document Library Settings.

c. Under Communications, click E-mail settings.

d. In the E-Mail section, click Yes, and then in the E-mail

address box, type Netdocs.

e. In the E-Mail Attachments section, click Save all

attachments in folders grouped by e-mail subject.

f. In the E-Mail Message section, click Yes, and then click OK.

g. In Outlook, open a new message. In the To box, type

[email protected].

h. In the Subject box, type Server Documentation.

i. Click Attach File, and then attach the Server Configuration

file from the My Documents folder.

j. Click Send.

k. In Internet Explorer, click IT Admins, and then click

Network Documentation. Open the Server Documentation

folder and confirm that the Server Configuration attachment

and the Server Documentation e-mail messages were both

saved in this folder.


(continued)

E-Mail Integration


3. Configure the Deployment Tasks

task list so that an e-mail message is

sent to users when they are assigned

a task. Assign a task to Qin, and

confirm that Qin receives the e-mail

message.


bar, and then click Deployment Tasks on the Quick Launch

bar.

b. Click Settings, and then click List Settings.

c. Under General Settings, click Advanced Settings.

d. In the E-Mail Notification section, click Yes, and then click

OK.

e. In the site breadcrumb, click Deployment Tasks.

f. Click New, and then click New Item. Create a new item with

the title Test e-mail notification and assign it to Qin. Click

OK.

g. Switch to Office Outlook, click Send/Receive, and confirm

that Qin received the e-mail message about the new task.

Additional Tasks If time permits, complete the following tasks to learn more about the e-mail integration features in Windows SharePoint Server 3.0:

� Modify the Calendar list settings on the IT Admins home page to use an e-mail address of

[email protected].

� On SEA-CL1, schedule a new meeting and send the invitation to the IT Calendar SMTP address.

Ensure that the meeting request is displayed in the calendar on the IT Admins site.


Exercise 6: Outlook Integration and Offline Support Office Outlook 2007 is tightly integrated with Windows SharePoint Services in several ways. In

effect, Office Outlook 2007 has become a second client for accessing Windows SharePoint

Services data. In this exercise, you will see how Office Outlook integrates with Windows SharePoint Services 3.0 and how it provides offline support.

Outlook Integration and Offline Support


1. Synchronize the Network Documents

document library with Office

Outlook. Modify the Network

Configuration document in the IT

Admins folder, and upload the

document back to the server.


bar, and then click Network Documentation on the Quick

Launch bar.

b. Click Settings and then click Document Library Settings.

c. Under General Settings, click Versioning Settings.

d. On the Document Library Versioning Settings: Network

Documentation page, in the Require Check Out section, click

No and then click OK.

e. Click IT Admins and then click Network Documentation.

f. Click Actions, and then click Connect to Outlook.

g. In the Microsoft Office Outlook dialog box, click Yes.

h. Expand the IT Admins- Network Documentation folder in

Office Outlook.

i. Double-click Network Configuration. In the Opening Mail

Attachment dialog box, click Open.

j. In Microsoft Word, click Edit Offline.

k. In the Edit Offline message, click OK.

l. Make some changes to the document, and then close it.

m. In the Microsoft Office Word dialog box, click Yes.

n. In the Edit Offline dialog box, click Update.

o. In the Check In dialog box, click OK.

p. Close Word.


(continued)

Outlook Integration and Offline Support


2. Synchronize the Deployment Tasks

task list in Windows SharePoint

Services with Office Outlook. Edit

the Define Hardware Requirements

task, and save it back to the task list.

a. In Internet Explorer, on the Quick Launch bar, click

Deployment Tasks.

b. Click Actions, and then click Connect to Outlook.

c. In the Microsoft Office Outlook dialog box, click Yes.

d. Under My Tasks, click To-Do Bar Task List.

e. Double-click Identify Project Team.

f. Change the Status to Completed.

g. In the text box, type Project team has been identified, and

then click Save and Close.

3. Synchronize the Windows

SharePoint Services calendar with

Office Outlook.

a. In Internet Explorer, click IT Admins, and then click

Calendar.

b. Click Actions, and then click Connect to Outlook.

c. In the Microsoft Office Outlook dialog box, click Yes.

d. Close Office Outlook.

e. In Internet Explorer, click IT Admins.


Exercise 7: Discussions and Surveys Windows SharePoint Services provides several enhancements to the discussion boards and surveys

available in earlier versions. In this exercise, you will see the new discussion and survey features available in Windows SharePoint Services 3.0.

Discussions and Surveys


1. Create a new discussion

board named ITDiscussion.

Configure the discussion

board with an SMTP

address.

a. On the IT Admins home page, click Site Actions, and then click

Create.

b. On the Create Page page, under Communications, click Discussion

Board.

c. On the New page, in the Name field, type IT Discussion.

d. In the E-Mail section, click Yes, and then in the E-mail address box,

type ITDiscussion.

e. Click Create.

2. Create a new item in the

discussion board.

a. Click New.

b. In the Subject box, type Project team discussion.

c. In the Body box, type Any volunteers to join the team?

d. Highlight the text, click the Font Color button, and select a different

color.

e. Click OK.

3. Log on as Greg, and respond

to the discussion.

a. Click Welcome Qin Hong, and then click Sign in as Different User.

b. Sign in as Contoso\Greg with the password Pa$$w0rd.

c. On the IT Admins page, on the Quick Launch bar, click IT

Discussion.

d. Click Project Team Discussion, and then click Reply.

e. In the Body box, type I am interested, and then click OK.

f. In the View field in the upper right corner, click Threaded.

4. Download the discussion to

Office Outlook, and then

post a reply to Greg’s

message.

a. Click Welcome Greg Weber, and then click Sign in as Different

User.

b. Sign in as Contoso\Qin with the password Pa$$w0rd.In the site

breadcrumb, click IT Discussion.

c. Click Actions, and then click Connect to Outlook.

d. In the Microsoft Office Outlook dialog box, click Yes.

e. Double-click the response from Greg, and then click Post Reply.

f. In the message body, type Thanks Greg. Then click Post.

g. Close the message and close Office Outlook.

h. On the IT Discussion page, click Project Team Discussion.

i. On the IT Discussion page, point out the reply from Qin. Notice that

the reply is marked as having been e-mailed to the discussion group.

j. Click IT Admins.


(continued)



5. Create a new survey named

Golf Survey. Configure the

server to ask several

questions, and then configure

question branching.

a. On the IT Admins page, on the Quick Launch bar, click Surveys.

b. On the All Site Content page, click Create Survey.

c. On the Create Page page, click Survey.

d. In the Name box, type Golf Survey.

e. Under Allow multiple responses, click Yes, and then click Next.

f. In the Question box, type Are you coming to the golf tournament?

g. Select Choice (menu to choose from) as the answer type.

h. Under Additional Question Settings, click Yes.

i. Highlight Enter Choice #1 and type Yes, I am.

j. Highlight Enter Choice #2 and type No, I am not.

k. Highlight Enter Choice #3 and type I am not sure.

l. Click Next question.

m. Under The type of answer to this question is, click Page Separator.

n. Click Next Question.

o. In the Question box, type You know that the deadline is next

Friday?

p. Select Choice (menu to choose from) as the answer type.

q. In the Additional Question Settings section, highlight Enter Choice

#1, and type Yes.

r. Highlight Enter Choice #2, and type No.

s. Delete Enter Choice #3 and then click Finish.

t. On the Customize Golf Survey page, scroll down to the Questions

section.

u. Click Are you coming to the golf tournament?

v. On the Edit Question page, scroll down to the Branching logic

section. In the list next to I am not sure, click You know that the

deadline is next Friday?, and then click OK.

w. In the site breadcrumb, click Golf Survey.


(continued)



6. Respond to the survey twice

to explore the question

branching feature.

a. Click Respond to this Survey.

b. On the Golf Survey: New Item page, click Yes, I am, and then click

Next page.

c. Click Save.

d. On the Golf Survey page, click Respond to this Survey.

e. On the Golf Survey: New Item page, click I am not sure, and then

click Next page.

f. Click Yes, and then click Finish Survey.

introductionto windows share point services3.0

Technology

different windows

microsoft windows server

windows sharepointservices

microsoft windows xp

sharepoint sites

microsoft virtual lab

lab exercises

lab objectives