Microsoft® SharePoint® Foundation 2010: Level 1

Requirements

Hardware Requirements

You will need two classroom servers and sufficient client computers for all students in the class, plus one client computer for the instructor. For each of these machines, the following hardware requirements are the minimum suggested for this course:

Note: You can use the instructions provided in the class set up section to set up the environment for students to practice in class. Since the class setup requirements for this course are very steep, we have also provided  simulations of all the guided activities in the course. If you choose to, you can run the simulations provided to practice the activities. The activity simulations can be launched directly from the CD-ROM by clicking the Interactives button and navigating to the appropriate one, or from the default installed datafile location by opening the C:\084696Data\Simulations\Lesson # folder and double-clicking the appropriate executable (EXE) file..

Platform Requirements

Platform Requirements

Platform Requirements

Software Requirements

Domain Controller/Mail Server

The following software is required for the server that will function as the domain controller/mail server.

Note: These setup instructions use Windows Server 2003 as the operating system for the Domain Controller/Mail Server because it requires less disk space than Windows Server 2008. You can also set up the Domain Controller/Mail Server on a Windows Server 2008 machine.

Software Requirements

SharePoint Foundation 2010

The following software is required for installing SharePoint Foundation 2010.

Note: You must download an update for Windows Server 2008 before you run Setup, or Setup will not run. For Windows Server 2008 with SP2, you need a hotfix that provides a method to support the token authentication without transport security or message encryption in WCF is available for the .NET Framework 3.5 SP1

Note: On Windows Server 2008 with SP2, the Microsoft SharePoint 2010 Products Preparation Tool cannot install Windows PowerShell 2.0 CTP3 if Windows PowerShell 1.0 is on the computer. You must uninstall Windows PowerShell 1.0 before the Microsoft SharePoint 2010 Products Preparation Tool can install Windows PowerShell 2.0 CTP3.

Software Requirements

Client Computers

The following software is required for the instructor computer and each student computer.

Note: Although this course was developed with Windows Vista Business, client computers with Windows XP Professional and Windows 7 installed will work similarly.

Setup Instructions

The classroom environment consists of two Windows Servers, a domain controller/mail server and a SharePoint server, and enough workstations for the instructor and for each person in the class.

Create the Domain Controller/Mail Server

    Complete the following steps to create the domain controller and mail server.

  1. Install Microsoft Windows Server 2003, Standard or Enterprise Edition, with the following parameters:

    Parameter Value
    Computer Name  DC 
    Administrator Password  !Pass1234 
    Workgroup Name  WORKGROUP 

     

  2. Install Windows Server 2003 Service Pack 2. When prompted, restart the computer and log on as Administrator.

  3. Configure the network settings.

    1. Choose Start→Control Panel→Network Connections→Local Area Connection.
    2. Click Properties, select Internet Protocol (TCP/IP), and click Properties.
    3. Select the Use the following IP address option.
    4. Configure the network settings as follows:

      • IP Address: 192.168.1.200
      • Subnet Mask: 255.255.255.0
      • Preferred DNS Server: 192.168.1.200
      • Default Gateway: 192.168.1.200

    5. Click OK twice, and then click Close.

  4. Install additional Windows components.

    1. Choose Start→Control Panel→Add Or Remove Programs.
    2. Click Add/Remove Windows Components.
    3. If necessary, check the Application Server option, and then check Email Services.
    4. Check Networking Services, and click Details.
    5. Check Domain Name System (DNS) and Windows Internet Name Service (WINS), and click OK.
    6. Click Next.
    7. If prompted, provide the system files from the Windows Server 2003 installation media.
    8. When the installation is complete, click Finish, and then close the Add Or Remove Programs control panel.

  5. Promote the server to a domain controller.

    1. If necessary, insert the Windows Server 2003 installation DVD into the DVD drive.
    2. Choose Start→Command Prompt.
    3. Type dcpromo and press Enter.
    4. Click Next twice.
    5. Verify that Domain Controller For A New Domain is selected and click Next.
    6. Verify that Domain In A New Forest is selected and click Next.
    7. For Full DNS name for new domain, type ourglobalcompany.com and click Next.
    8. For Domain NetBIOS Name, type GLOBAL and click Next.
    9. To accept the default database locations and Shared System Volume, click Next twice.
    10. Verify that Install And Configure The DNS Server On This Computer And Set This Computer To Use This DNS Server As Its Preferred DNS Server is selected, and click Next.
    11. Verify that Permissions Compatible Only With Windows 2000 Or Windows Server 2003 Operating Systems is selected, and click Next.
    12. For the Restore Mode Password, enter and confirm !Pass1234 and click Next.
    13. Review the settings, and click Next.
    14. Click Finish.
    15. Click Restart Now.
    16. When the computer restarts, log on as Administrator.

  6. Configure DNS.

    1. Choose Start→Administrative Tools→DNS.
    2. Expand DC→Forward Lookup Zones→ourglobalcompany.com.
    3. Choose Action→New Mail Exchanger.
    4. For Fully Qualified Domain Name Of The Mail Server, type dc.ourglobalcompany.com and click OK.
    5. Choose Action→New Alias.
    6. For Alias, type mail.
    7. For Fully Qualified Domain Name Of The Target Host, type dc.ourglobalcompany.com and click OK.
    8. Close the DNS Management Console.

  7. Configure mail services.

    1. Choose Start→Administrative Tools→POP3 Service.
    2. Right-click DC and choose Properties.
    3. Verify that Authentication Method is set to Active Directory Integrated.
    4. Uncheck Always Create An Associated User For New Mailboxes.
    5. Click OK.
    6. Select DC and click New Domain.
    7. For Domain Name, type ourglobalcompany.com and click OK.
    8. Expand DC, and click ourglobalcompany.com.
    9. Click Add Mailbox, type administrator, and click OK.
    10. If necessary, in the POP3 Service information box, check Do Not Show This Message Again, and click OK.
    11. Close the POP3 Service Management Console.

    Note: Use user00 as the user account for the instructor login.

  8. Create Active Directory user accounts. You can use several different tools to accomplish this including the Active Directory Users And Computers Administrative Tool and the net user command in a command prompt.

    User's Display Name Password Email Address
    central  !Pass1234  central@ourglobalcompany.com 
    user01 through user12  !Pass1234  user01@ourglobalcompany.com through user12@ourglobalcompany.com 
    Sandy Chandler  !Pass1234  schandler@ourglobalcompany.com 
    Renee Baker  !Pass1234  rbaker@ourglobalcompany.com 
    Bob Wheeler  !Pass1234  bwheeler@ourglobalcompany.com 
    Maria Calla  !Pass1234  mcalla@ourglobalcompany.com 
    Chou Xen Dai  !Pass1234  cdai@ourglobalcompany.com 
    Stefan Pretsch  !Pass1234  spretsch@ourglobalcompany.com 
    Takei Soto  !Pass1234  tsoto@ourglobalcompany.com 

     

  9. Create mailboxes for all users.

    1. Choose Start→Administrative Tools→POP3 Service.
    2. Open the POP3 Service control panel.
    3. Expand DC and select ourglobalcompany.com.
    4. Click Add Mailbox.
    5. For Mailbox Name, type central.
    6. If necessary, in the POP3 Service information box, check Do Not Show This Message Again, and click OK.
    7. Click OK.
    8. Repeat for all other user names that you added in the previous step using the User Name as the Mailbox Name.
    9. Close the POP3 Service control panel.

  10. Download Internet Explorer 8.0 and perform a typical installation of Internet Explorer 8.0.

Create the SharePoint Server

    Follow these steps to create the SharePoint server:

  1. Install Microsoft Windows Server 2008 Enterprise 64-bit version with SP2 with the following parameters:

    Parameter Value
    Computer Name  WSS 
    Administrator Password  !Pass1234 
    Domain Name  ourglobalcompany.com 
    IP Address  192.168.1.201 
    Subnet Mask  255.255.255.0 
    Default Gateway  192.168.1.200 
    Preferred DNS Server  192.168.1.200 

     

    2. Note:

    The Microsoft SharePoint Foundation 2010 software will be installed on the Windows Server 2008 system with the computer name WSS.

  2. When prompted, restart the computer and log in as GLOBAL\Administrator.

  3. Install Microsoft .NET Framework 3.5 SP1.

    1. Download or copy the Microsoft .NET Framework 3.5 SP1 setup file to Microsoft SharePoint Foundation. You can place it in a folder such as Software on the hard drive.
    2. In Windows Explorer, navigate to the location of the Microsoft .NET Framework 3.5 SP1 setup file, and double-click the file name.
    3. If necessary, click Run.
    4. Check the I have read and accept the terms of the licensing agreement check box.
    5. Click Install.
    6. If necessary, provide the Internet connection.
    7. If necessary, click the icon on the taskbar to monitor the installation.
    8. When the installation is complete, click Exit.

  4. Download Internet Explorer 8.0 and perform a typical installation of Internet Explorer 8.0.

  5. Install Microsoft SharePoint Foundation 2010.

    1. Download or copy the Microsoft SharePoint Foundation 2010 setup file to Microsoft SharePoint Foundation. You can place it in a folder such as Software on the hard drive.
    2. In Windows Explorer, navigate to the location of the Microsoft SharePoint Foundation 2010 setup file, and double-click the file name.
    3. Click Install software prerequisites.
    4. Click Next.
    5. Check I accept the terms of this agreement and click Next.
    6. In the Microsoft SharePoint 2010 Products Preparation Tool, click Finish. The system will be rebooted.
    7. Login to the Windows Server 2008 as GLOBAL\Administrator with password !Pass1234.
    8. The Microsoft SharePoint 2010 Products Preparation Tool will perform an automated configuration of the installed prerequisites. Click Finish.
    9. In Windows Explorer, navigate to the location of the Microsoft SharePoint Foundation 2010 setup file, and double-click the file name.
    10. In the Install section, click Install SharePoint Foundation.
    11. In the Microsoft SharePoint Foundation 2010 dialog box, check I accept the terms of this agreement and click Continue.
    12. In the Microsoft SharePoint Foundation 2010 dialog box, click Standalone.
    13. When the installation is complete, in the Microsoft SharePoint Foundation 2010 dialog box, verify that the Run the SharePoint Products Configuration Wizard is checked and click Close.
    14. In the SharePoint Products Configuration Wizard dialog box, click Next.
    15. To acknowledge that some services will be restarted, in the SharePoint Products Configuration Wizard dialog box, click Yes.
    16. When the wizard is completed, click Finish.
    17. The browser opens and displays http://wss/default/aspx and you are logged on as GLOBAL\Administrator. Click Welcome→Sign Out, and then click Yes.

  6. Configure Microsoft SharePoint Foundation 2010.

    1. Choose Start→All Programs→Microsoft SharePoint 2010 Products→SharePoint 2010 Central Administration.
    2. On the Quick Launch bar, click the Security link.
    3. Under Security, in the Users section, click Manage the farm administrators group.
    4. Click New and choose Add Users.
    5. In the Grant Permissions dialog box, in the Users/Groups text box, type global\domain admins and click OK.
    6. Navigate to the Central Administration page and select the System Settings tab.
    7. Under E-Mail and Text Messages (SMS), click the Configure outgoing e-mail settings link.
    8. For Outbound SMTP Server, type dc.ourglobalcompany.com
    9. For From address, type central@ourglobalcompany.com
    10. For Reply-to address, type central@ourglobalcompany.com and click OK.
    11. Click GLOBAL\Administrator→Sign Out, and then click Yes.

Configure the SharePoint Environment

    Follow these steps to configure the SharePoint environment:

  1. Log in as GLOBAL\Administrator.

  2. Create the Our Global Company subsite.

    1. Start Internet Explorer.
    2. In the Address bar, type http://wss and press Enter.
    3. Click the All Site Content link.
    4. Click Create.
    5. Under Pages and Sites, click the Sites And Workspaces link.
    6. For Title, type Our Global Company
    7. For Description, type Our Global Company's SharePoint site
    8. For URL name, type global
    9. Scroll down and click Create.

  3. To install the course data files, insert the course CD-ROM and click the Data Files button. This will install a folder named 084696Data on your C drive. This folder contains all the data files that you will use to complete this course.

  4. Upload C:\084696Data\Setup\Welcome.docx to the Our Global Company > Shared Documents library.

    1. On the Quick Launch bar, in the Libraries section, click the Shared Documents link.
    2. On the Our Global Company→Shared Documents: All Documents page, on the Documents tab, in the New group, click Upload Document.
    3. Click Browse.
    4. In the Choose File to Upload dialog box, navigate to the C:\084696Data\Setup folder to locate the Welcome.docx file that you want to upload and select the file and click Open.
    5. Click OK.

  5. Create the EFC Status Reports## document library.

    1. Choose Site Actions→New Document Library.
    2. For Name, type EFC Status Reports## where ## represents the student number.
    3. For Description, type For storing project status reports.
    4. For Document Template, verify that the Microsoft Word Document is selected.
    5. Click Create.

    6. Note:

    ## represents the individual numbers assigned to students in the classroom, such as 01-12. While creating the EFC Status Reports## document library, in place of ##, substitute the student numbers based on the number of students taking the course. Since all students in the classroom will be working on the same SharePoint sites and site components, it will result in multi-user conflicts. Therefore, this will enable you to avoid multi-user conflicts and also ensure that students are able to work on individual site components independently.

  6. Create the Review document library.

    1. Navigate to the Our Global Company site.
    2. Choose Site Actions→New Document Library.
    3. For Name, type Review
    4. For Description, type Documents for internal review
    5. For Document Version History, click Yes.
    6. For Document Template, verify that the Microsoft Word Document is selected.
    7. Click Create.

  7. Create the Team Pictures picture library.

    1. Navigate to the Our Global Company site.
    2. Choose Site Actions→View All Site Content. Click Create.
    3. Under Libraries, click Picture Library.
    4. For Name, type Team Pictures
    5. For Description, type Photos of the Global/EFC team
    6. Click Create.

  8. Create the Our Global Wiki wiki page library.

    1. Choose Site Actions→View All Site Content. Click Create.
    2. Under Libraries, click Wiki Page Library.
    3. For Name, type Our Global Wiki
    4. For Description, type Our Global Company documentation in wiki format.
    5. Click Create.
    6. Click Our Global Wiki.
    7. Click Edit.
    8. At the end of the text, click and press Enter twice, type Contents and press Enter.
    9. Select the word “Contents,” and in the Ribbon, on the Format Text tab, click the Bold button, then click the Center button and then click the Save & Close button.

  9. Create the Our Global Blog web log.

    1. Choose Site Actions→View All Site Content. Click Create.
    2. Under Pages and Sites, click Sites And Workspaces.
    3. For Title, type Our Global Blog
    4. For Description, type Web log for Our Global Company.
    5. For URL Name, type blog
    6. For Template Selection, on the Collaboration tab, select Blog.
    7. Scroll down and click Create.

  10. Create a post in the Our Global Blog.

    1. On the right side of the Our Global Blog page, under Blog Tools, click the Create a post link.
    2. For Title, type Introduction to Our Global Blog.
    3. For Body, type Welcome to Our Global Blog. To facilitate communication among employees, we want to be sure that we are adopting technology that helps us accomplish this goal. Press Enter twice and type Feel free to submit posts to this blog on issues that you think will affect or interest your colleagues. Blog moderators will review and publish the posts in a timely manner.
    4. Scroll down and click Publish.

  11. Create the Managers and Site Owners discussion board.

    1. Navigate to Team Site > Our Global Company.
    2. Choose Site Actions→View All Site Content. Click Create.
    3. Under Communications, click Discussion Board.
    4. For Name, type Managers and Site Owners
    5. For Description, type Restricted discussion board
    6. Click Create.
    7. On the List tab, in the Settings group, click List Settings.
    8. On the List Settings page, in the Permissions and Management section, click Permission for this discussion board link.
    9. On the Permission Tools group, click Stop Inheriting Permissions.
    10. On the Edit tab, in the Inheritance group, click Stop Inheriting Permissions.
    11. On the Message from webpage message box, click OK.
    12. Check Team Site Visitors and Team Site Members.
    13. On the Edit tab, in the Modify group, click Remove User Permissions.
    14. On the Message from webpage message box, click OK.
    15. On the team site, from the welcome menu, choose Settings→Request Access.
    16. Click Send Request.

  12. Create a Welcome message in the Managers and Site Owners discussion board.

    1. Click Go back to site.
    2. On the Quick Launch bar, click the Managers and Site Owners discussion board link.
    3. On the Managers and Site Owners discussion board page, click the Add new discussion link.
    4. For Subject, type Welcome to the Managers and Site Owners Discussion Board.
    5. For Body, type This is a discussion board for managers and site owners to use to share information and ideas about how to develop the Our Global Company SharePoint sites. We hope that you will find this discussion board useful.
    6. Click Save.

  13. Create a Welcome message in the Team Discussions discussion list.

    1. In the Quick Launch bar, click Team Discussion.
    2. Click the Add new discussion link.
    3. For Subject, type Welcome!
    4. For Body, type Welcome to the Our Global Company discussion board. Here, you can share thoughts and ideas with other employees. If you have any questions about this forum, please contact your administrator.
    5. Click Save.

  14. Add the Corporate Website link to the Our Global Company page.

    1. On the Our Global Company page, choose Site Actions→View All Site Content.
    2. On the All Site Content page, click Create.
    3. Under Tracking, click Links.
    4. Under Name, type Site Links
    5. Under Description, type Site Links
    6. Click Create.
    7. Click Add new link.
    8. For URL, in the Type the Web address text box, type http://www.ourglobalcompany.com
    9. For Type the description, type Corporate website
    10. Click Save.

  15. Create the HR subsite.

    1. Start Internet Explorer.
    2. In the Address box, type http://wss/global and press Enter.
    3. Scroll down and click All Site Content.
    4. Click Create.
    5. Under Pages and Sites, click the Sites And Workspaces link.
    6. For Title, type HR
    7. For Description, type HR subsite
    8. For URL name, type hr
    9. Click Create.

  16. Create the Interview Feedback## document library.

    1. Choose Site Actions→New Document Library.
    2. For Name, type Interview Feedback## where ## represents the student number.
    3. For Description, type For storing interview feedback.
    4. For Document Template, verify that the Microsoft Word Document is selected.
    5. Click Create.
    6. Upload Employment of Relatives Policy.doc, List of candidates selected.xlsx, and List of Colleges.xlsx from the C:\084696Data\Setup folder.

    17. Note:

    While creating the Interview Feedback## document library, in place of ##, substitute the student numbers based on the number of students taking the course.

  17. Create the Recruitment subsite.

    1. Start Internet Explorer.
    2. In the Address box, type http://wss/global/hr and press Enter.
    3. Click All Site Content.
    4. Click Create.
    5. Under Pages and Sites, click the Sites And Workspaces link.
    6. For Title, type Recruitment
    7. For Description, type Recruitment subsite
    8. For URL name, type recruitment
    9. Scroll down and click Create.

  18. Configure permissions for student access to the SharePoint environment.

    1. Navigate to the Our Global Company site.
    2. Select the Home tab.
    3. Choose Site Actions→Site Settings.
    4. Under Users And Permissions, click People and groups.
    5. On the People And Groups - Team Site Members page, click New→Add Users.
    6. Click the Browse icon.
    7. In the Find box, type user and click the Search icon.
    8. Select user01 through user12 and click Add.
    9. Click OK.
    10. For Personal Message, type Welcome to SharePoint. As a team site member, you can view, add, update, and delete items throughout the team site.
    11. Click OK.

  19. Configure permissions for instructor access to the SharePoint environment.

    1. Click Site Actions→Site Settings.
    2. Under Users And Permissions, click People and groups.
    3. On the Quick Launch bar, click Team Site Owners.
    4. On the People And Groups: Team Site Owners page, click New.
    5. In the Users/Groups text box, type Central
    6. Click OK.
    7. Click GLOBAL\Administrator→Sign Out, and then click Yes.

Create the Instructor and Student Computers

    Follow these steps to create the instructor and student computers:

  1. Install Windows XP Professional with the following parameters:

  2. Download Internet Explorer 8.0 and perform a typical installation of Internet Explorer 8.0.

  3. Install and activate Microsoft Office 2010 Professional or Professional Plus.

  4. To install the course data files, insert the course CD-ROM and click the Data Files button. This will install a folder named 084696Data on your C drive. This folder contains all the data files that you will use to complete this course.

  5. Log on to the GLOBAL domain as user## (password !Pass1234).

  6. For the Internet Explorer home page, to http://wss/default.aspx

    1. Start Internet Explorer.
    2. Choose Tools→Internet Options.
    3. In the Home Page section, for Address, type http://wss/default.aspx and click OK.
    4. Close Internet Explorer.

  7. Configure Microsoft Office Outlook 2010.

    1. Open Microsoft Office Outlook 2010.
    2. In the Outlook 2010 Startup wizard, click Next.
    3. Click Next.
    4. Verify that the correct email address is displayed and click Next.
    5. Verify that Internet e-mail is selected and click Next.
    6. In the User Information section, enter the user name and email address information.
    7. In the Server Information section, enter the incoming and outgoing mail servers as dc.ourglobalcompany.com
    8. In the Logon Information section, enter the user name and password.
    9. If necessary, click Test Account Settings.
    10. Click Close.
    11. Click Next.
    12. Click Finish.
    13. Click OK.
    14. Restart Microsoft Office Outlook 2010.
    15. When prompted to synchronize RSS feeds, click Yes.
    16. When prompted about Desktop Search, check Do not show this message again, and click No.
    17. Log off.

    8. Note: If you are not prompted to synchronize RSS Feeds, perform the following step to add RSS Feeds.

  8. Add RSS Feed to Outlook.

    1. Open Microsoft Outlook.
    2. Choose File→Options.
    3. In the Outlook Options dialog box, on the left pane click Advanced.
    4. On the right pane, in the RSS Feed section, check the Synchronize RSS Feeds to the Common Feed List (CFL) in Windows check box and click OK.