SharePoint Solution Management Project

SAMEER BHANDARIPhone: (720) 308-7297

Email: sameer.bhandari.1@gmail.com

IntroductionAcme, Inc. – a Fictitious Large Towing Services CompanyAcme Inc is a large towing services company. On their Intranet they would like to create an area called the “Solutions

Portal” for their SharePoint developers to organize and manage their projects. Although this area is primarily intended to help the highly technical IT team, it is desirable to provide some help and support to the rest of Acme’s staff who use these projects. Managers would also like insight into the progress of projects they are working on, as well as being able to submit feature requests to the developers.

The Solutions Portal should be easy to backup and restore. As well, adding custom features or functionality, or making any other changes, must not impact Acme’s Intranet.

The Solutions Portal must have a central Solution Management site where Acme Managers can easily view the list of current Solutions. Managers can also create a new solution, which will create a new SharePoint site from a custom site template used for all solutions.

The Solution Portal root site will also contain a list to help with change management – such as implementing feature requests. Managers will be able to request and prioritize new features for a Solution, by adding them to this Change Management list.

The Solution Portal root site will contain a web part that can clean up unwanted Solutions – by displaying them in a grid and allowing users to delete them. This will remove not only the related Solutions list item but also delete the related sub-site.

Each SharePoint solution has its own site, based on a common template. Each Solution Site will display a shared Calendar of project deadlines. It will also contain a list of issues that need to be fixed.

Additionally, it would be helpful to create a Dashboard site where users can view information about existing Solutions in various ways, leveraging SharePoint’s native search capabilities as much as possible.

Finally, as a best practice it would be helpful to capture the Developers’ knowledge as they work on SharePoint Projects. Acme would like a central Developer Knowledge Base that makes it easy for them to share information Developers learn on a project.

Requirements and Preparation• Install a new complete SharePoint Farm• Configure the Shared Services Provider• Configure Windows SharePoint Services Search Service• Enable Usage Analysis Processing and Logging• Enable recurring policy usage reports to run every Sunday night at 9 pm• Enable Scan documents on upload• Ensure Self-Service Site Creation is turned OFF• Configure SharePoint to search on PDF documents• Create a new web application on port 100 to hold the Intranet and

Solutions Site Collections• Enable Debugging in Visual Studio• Configure full backup weekly and incremental backup daily

Services on Server

Project 1: Admin Project

Objectives: Create a new site collection for Acme Inc. Solution Portal, a Solution Site Template and a Developer Knowledge Base. Enable SharePoint features to provide additional functionality to a site collection

Project Deliverables:• Intranet Portal will be accessible by evaluator on port 100 using windows

authentication and the BI SQL account credentials• Solution Portal site collection will be accessible by evaluator on port 80 under the

managed path /solutions/ using windows authentication and the BI SQL account credentials. Site will be accessible via the URL http://[name of yourvm]/solutions

• Solution Portal contains a Developer Knowledge Base wiki• Solution Portal contains a site template to create new Solution sub-sites• Create a SharePoint Group for all Solution Managers• SharePoint features will be enabled to add additional functionality to the Solutions

site

Project 1: Admin Project

Project Tasks

• Milestone 1: Create a new intranet website • Milestone 2: Create a new Solution site collection• Milestone 3: Create Developer Knowledge Base (Wiki

Page Library)• Milestone 4: Create Solution Site Template• Milestone 5: Create a new Solution Managers Group

Project 2: SP Dev 1

Objectives: Create custom metadata to track information about a Solution. Setup your development environment to create and deploy SharePoint solutions to your farm. Use Search Web Parts to display helpful information on Solutions elsewhere in the Solution Portal.

Project Deliverables:• In the Solutions site collection a custom content type and site columns will provide

information about a Solution• Setup your development environment to create and deploy SharePoint solutions to your

farm.• Utilize a series of web parts that perform search results or display Solution items in

different portions of the site.• In the Solution site collection, create a new sub site called ―Dashboard‖ • Add a Search Results web part to the page that uses a fixed keyword search for items

that use the Solution Content Type• Add a Managed Property for the SiteTemplate site column• Add a new Search Scope to search on the SiteTemplate site column• Add a Keyword and Best Bet to your Site Collection

Project 2: SP Dev 1Project Tasks

• Milestone 6: Create Solution Content Type• Milestone 7: Setup Development Environment

Project 2: SP Dev 2

Project Tasks

• Milestone 8: Add a Search Managed Property• Milestone 9: Add “Saved” Searches to a page • Milestone 10: Keywords and Best Bets • Milestone 11: Enable access from the Extranet

– Create a FBA database using Visual Studio and add a user account

– Extend the Solution web application for extranet users• Extend the existing web application using the Extranet Zone• Allow extranet users to access it from port 200• Enable Forms Based Authentication

Bug And Fixes on Project 2

Project 3: App Dev 2

Objectives: Use Sharepoint to deploy Acme Solution from staging to productions.

Project Deliverables:• Create a publishing site• Deploy publishing site• Use Sharepoint Content Publishing to automatically push content from staging to

production

Project 3: App Dev 2

Project Tasks

• Milestone 8a: Add an Authoring Publishing site• Milestone 9a: Add a Production publishing site• Milestone 10a: Author New content and quick deploy

Project 4

Objectives: Apply a different theme and customize the default Master Page to the Solution site collection. Use Search Web Parts to display helpful information on Solutions elsewhere in the Solution Portal.

Project Deliverables:• Apply a different theme to the Solution site collection• Create and deploy a custom Master Page to the Solution site collection• Utilize a series of web parts that perform search results or display Solution items in

different portions of the site.• In the Solution site collection, create a new sub site called “Dashboard”• Add a Search Results web part to the page that uses a fixed keyword search for

items that use the Solution Content Type• Add a Managed Property for the SiteTemplate site column• Add a new Search Scope to search on the SiteTemplate site column• Add a Keyword and Best Bet to your Site Collection

Project 4

• To be continued….