Windows SharePoint Services 3.0:
Advanced
Frequently asked questions and instructor notes
All our courses assume that each student has a personal computer to
use during the class. Our hands-on approach to learning requires that they do.
This topic gives information on how to set up the classroom to teach this
course. It includes minimum requirements for the students’ personal computers,
setup information for the first time you teach the class, and setup information
for each time that you teach after the first time you set up the classroom.
Hardware requirements
Classroom server computer hardware requirements
The server computer should have:
· A keyboard and a mouse
· A 2.5 MHz processor
· At least 2 GB RAM
· At least 10 GB of available hard drive space for installation
· A DVD/CD-ROM drive
· An XGA monitor (1024x768 minimum resolution support)
· Internet access
Instructor and student computer hardware requirements
Each student’s personal computer and the instructor computer should have:
· A keyboard and a mouse
· A Pentium 500 MHz (or higher) processor
· At least 256 MB RAM
· At least 4 GB hard drive
· A CD-ROM drive
· An XGA monitor (1024x768 minimum resolution support)
· Internet access
Software requirements
Classroom server software requirements
This course requires a classroom server to act as a domain controller. This server also needs to have DNS, DHCP, .NET Framework 3.0, Exchange Server 2003, SQL Server 2005, and SharePoint Services 3.0 installed. If you have access to an imaging utility, you might want to consider using it to create an image of the final server setup. You can then use the image to set up more quickly for subsequent classes.
· Microsoft Windows Server 2003 (Standard Edition) with Service Pack 2
· .NET Framework 3.0
· Microsoft Exchange Server 2003 with Service Pack 2
· Microsoft SQL Server 2005 Standard with Service Pack 2
· Microsoft Windows SharePoint Services 3.0
Note: The activities in this course have been keytested with the service packs available at the time the course was created. If you install a higher service pack, please be aware that the activities in the course have been tested with only the service packs listed.
Instructor and student computer software requirements
· Microsoft Windows XP Professional with Service Pack 2.0
· Microsoft Office 2007 Professional Edition with Service Pack 1
Network requirements
The following network components and connectivity are also required
for this course:
· Internet access, for the following purposes:
· Downloading the latest critical updates and
service packs from www.windowsupdate.com
· Downloading the Student Data files from www.axzopress.com (if necessary)
· Accessing external Web sites during class
activities
· LAN network connectivity is required between
the instructor and student computers and the classroom server.
First-time setup instructions
Setting up the classroom server
If you’re teaching this class after Windows SharePoint Services 3.0: Basic, you can use the classroom server set up for the Basic course. Complete the following steps and then skip to the “Creating the initial Web sites and components” section.
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1 Delete and re-create each Active Directory Student## and Instructor user account as described in step 15. Do not delete the SPSEARCH account. Make sure to delete the associated Exchange mailbox with each user account. |
Do not delete and re-create the SPSEARCH
account.2 Delete each of the SharePoint team Web sites created and used in the Windows SharePoint Services 3.0: Basic course. (In the Central Administration site, click Site Actions, and choose Site Settings. Delete sub-sites first before deleting parent sites.)
3 Complete steps 16, 20, 25, and 27 in this section.
The first time you teach this course, you need to perform the following steps to set up the classroom server computer.
1 Install Windows 2003 Server, Standard Edition with SP2 according to the software manufacturer’s instruction using the following variables:
a Create at least a 10 GB installation partition and format the partition to NTFS.
b Use per server licensing, allowing sufficient connections for your class.
c Enter OUTLANDER as the computer name and specify an administrator password of !pass1234.
d Set the date, time, and time zone for your area.
e Use Custom network settings:
· Enter 192.168.100.254 as the IP Address for the computer.
· Enter the default gateway address appropriate to your company.
· Enter 192.168.100.254 in the Preferred DNS server box to point the computer to itself as its DNS server.
f Leave the computer as part of the default workgroup.
g Restart the computer and log in as Administrator with a password of !pass1234.
h Change the screen resolution to 1024 by 768 pixels, and the Color quality setting to High (24 bit) or higher.
2 If Windows Server 2003 setup didn’t recognize your network card, you might have to install network drivers on this computer and configure the custom network settings described in step 1e after the operating system installation is complete.
3 If your copy of Windows Server 2003 Standard Edition doesn’t include SP2, install SP2 for Windows Server 2003. You can do this from Microsoft’s Windows Update site. (Use caution allowing Windows Update to install any files newer than SP2, as this course wasn’t keytested using newer patches.)
4 Once the installation process is complete, use Device Manager to ensure that all devices function correctly. You might have to download and install drivers for devices listed with a yellow question mark icon.
Note: During the configuration steps of the server, setup might prompt you to insert the Windows Server 2003 CD in the CD-ROM drive. Insert the CD and click OK to proceed with the configuration. Close the Autorun Microsoft Windows Server 2003 family window by clicking Exit.
5 Promote the computer to an Active Directory domain controller for the outlander.class domain:
a In the Manage Your Server wizard, click “Add or remove a role.”
b On the Preliminary Steps page, click Next.
c In the Configuration Options box, select “Custom configuration” and click Next. (This box is displayed the first time you add a role.)
d From the Server Role list, select “Domain Controller (Active Directory)” and click Next.
e On the Summary of Selections page, to run the Active Directory Installation Wizard, click Next.
f In the Active Directory Installation Wizard, click Next.
g On the Operating System Compatibility page, click Next.
h Verify that “Domain Controller for a new domain” is selected and click Next.
i Verify that “Domain in a new forest” is selected and click Next.
j Specify the full DNS
name as outlander.class and click Next. (This
DNS suffix is private.)
k Click OK to acknowledge that Windows Server has appended the default NetBIOS name with a number due to a conflict. (This is because the default NetBIOS name of the server is the same as the default NetBIOS name of the domain.)
l Accept the default NetBIOS domain name by clicking Next.
m Accept the default database and log folders by clicking Next.
n Accept the default SYSVOL folder by clicking Next.
o Verify “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.
p Verify that “Permissions only compatible with Windows 2000 or Windows Server 2003 operating system” is selected and click Next.
q Specify the restore mode password as !pass1234.
r On the Summary page, click Next.
s If prompted, insert the Windows Server 2003 installation CD. Close the Autorun Microsoft Windows Server 2003 family window by clicking Exit.
t Click Finish.
u When prompted, click Restart Now.
v After the computer reboots and log back in as Administrator with a password of !pass1234.
w In the Configure Your Server Wizard, click Finish.
6 Install DHCP to lease IP address information to the instructor and student client computers.
a In the Manage Your Server wizard, click “Add or remove a role.”
b On the Preliminary Steps page, click Next.
c From the Server Role list, select “DHCP server” and click Next.
d On the Summary of Selections page, click Next.
e If prompted, insert the Windows Server 2003 installation CD. Close the Autorun Microsoft Windows Server 2003 family window by clicking Exit.
f In the New Scope Wizard, click Next.
g On the Scope Name page,
in the Name box, type Outlander.
In the Description box, type Scope for Outlander.
h Click Next.
i In
the Start IP address box, enter 192.168.100.200.
In the End IP address box, enter 192.168.100.240.
In the Subnet mask box, verify “255.255.255.0” is entered.
j Click Next.
k Click Next to skip the Add Exclusions page.
l If your class will continue past 8 days, on the Lease Duration page, under “Limited to” increase the Days value.
m Click Next.
n On the Configure DHCP Options page, verify “Yes, I want to configure these options now” is selected and click Next.
o Enter the default gateway address appropriate to your company and click Add, then click Next.
p On the Domain Name and DNS Servers page, in the “IP address” box, enter this computer’s IP address – 192.168.100.254 and click Add, then click Next.
q Click Next to skip WINS Servers configuration.
r On the Activate Scope page, verify “Yes, I want to activate this scope now” is selected and click Next.
s Click Finish twice.
7 Authorize the DHCP server in Active Directory.
a From Manage Your Server, click “Manage this DHCP Server.”
b In the console tree, right-click your outlander.outlander.class server and choose Authorize.
c Right-click your outlander.outlander.class server and choose Refresh. A green arrow should now be displayed on the server icon. Your scope’s status is listed as **Active** in the details pane.
d Close DHCP.
8 Enable IIS and ASP.NET.
a Open Control Panel, Add or Remove Programs.
b Click “Add/Remove Windows Components.”
c In the Windows Components Wizard, select (but don’t check) “Application Server.”
d Click Details.
e Check ASP.NET.
f Select (but don’t clear) “Internet Information Services (IIS)” and click Details.
g Check “NNTP Service” and “SMTP Service.”
h Click OK to close the Internet Information Services (IIS) dialog box.
i Click OK to close the Application Server dialog box.
j Click Next.
k Click Finish.
9 Use Add/Remove Windows
Components to uninstall “Internet Explorer Enhanced Security Configuration.” Close
Add or Remove Programs when finished.
10 From Internet Information Services (IIS) Manager, enable Integrated Windows authentication for Default Web site.
a Click Start, and choose Administrative Tools, Internet Information Services (IIS) Manager.
b In the navigation pane, right-click Web Sites and choose Properties.
c Activate the Directory Security tab.
d Under “Authentication and access control,” click Edit.
e Under Authenticated access, check “Integrated Windows authentication.”
f Click OK twice
g Close Internet Information Services (IIS) Manager.
11 Install the Windows Server 2003 support tools with the default options.
a On your Windows Server 2003 installation CD-ROM, browse to Support\Tools folder.
b Double-click SUPTOOLS.MSI.
c Follow the prompts in the Windows Support Tools Setup Wizard.
d When finished, close the Windows Explorer window and exit out of the Autorun Microsoft Windows Server 2003 family window.
12 Install .NET Framework 3.0
a Download .NET Framework 3.0 from Microsoft’s Web site.
b Run the setup program.
c Use Windows Update to install any updates to the .NET Framework.
13 Install Exchange Server 2003 Standard Edition.
a In the Microsoft Exchange Server 2003 dialog box, under Deployment, click “Exchange Deployment Tools.”
b In the Exchange Server Deployment Tools box, click “Deploy the first Exchange 2003 server.”
c Click “New Exchange 2003 Installation.”
d Follow the “New Exchange
2003 Installation” checklist to install Exchange. Check each item as you
complete it and go in order.
During Forest Prep, Domain Prep, and Exchange Setup, if a message appears
indicating the compatibility issue, click Continue.
During Domain Prep, when prompted, click OK to acknowledge Pre-Windows 2000
Compatible Access.
e For the actual installation of the Exchange program, use the following variables:
· Typical installation
· New Exchange Organization
· Organization Name – Outlander
· Accept the default install path
f Close all open windows when installation is complete.
14 Install Service Pack 2 for Microsoft Exchange by using the default options.
a If a message appears indicating the compatibility issue, click Continue.
b When the installation is complete, click Finish.
15 Create user accounts in the outlander.com Active Directory for the instructor, each student, and SharePoint Search.
a Name each student account
student##, where ## is a number assigned to each account starting with
01.
Create an account called instructor for the classroom instructor.
Create an account called
SPSEARCH for the SharePoint Service service.
b Set passwords for these accounts to !pass1234.
c Clear “User must change password at next logon.”
d Check “Password never expires.”
e Create an Exchange mailbox for each user except the SPSEARCH account.
16 Add the instructor account and each student## account to the Domain Admins group.
17 Install SQL Server 2005:
a Under Install, click “Server components, tools, Books Online, and Samples.”
b Accept the license agreement and click Next.
c Click Install.
d Click Next twice.
e Verify the system configuration checks are successful and click Next.
f Accept the default name and organization.
g Check all services except “Analysis Services,” and click Next.
h Select “Default instance” and click Next.
i Select “Use the built-in System account” and click Next.
j Verify “Windows Authentication Mode” is selected and click Next twice.
k Verify “Install the default configuration” is selected and click Next.
l Click Next to skip error reporting.
m Click Install.
n Click Next.
o Click Finish.
18 Install SQL Server 2005 Service Pack 2 using the default options.
· In the SQL Server 2005 User Provisioning Tool for Vista, grant outlander\administrator the SQL Server SysAdmin role.
· When finished, restart the computer.
19 Configure the SQL Server 2005.
a Verify Windows authentication is enabled:
1 Open the SQL Server Management Studio.
2 Connect to Outlander
3 Open the Properties page of the SQL server.
4 Select the Security page and verify the “Windows Authentication mode” option is selected
5 Close the SQL Server Properties dialog box.
b Grant database creation rights to domain accounts.
1 Expand the Security folder under the SQL server name and right-click Logins.
2 Choose New Login and add a new login for each student account and the instructor account. On Server Roles, check the dbcreator and sysadmin options for each account.
3 Close SQL Server Management Studio.
20 Create a folder on Outlander called Web Parts. Share the folder as webparts. Grant Domain Users Full Control of this folder.
21 Install Windows SharePoint Services 3.0. Use the Advanced option to perform a Web Front End installation.
22 Run the SharePoint Configuration Wizard. If not specified below, accept the defaults.
a Click Yes to allow services to be restarted, if necessary.
b Select “No, I want to create a new server farm.”
c Configure the database server.
· As the name of the database server, enter outlander.
· As the database name, enter OutlanderDB.
· Enter outlander.class\administrator as the user name.
· Enter !pass1234 as the password.
d If prompted, using the command prompt, restart IIS.
23 Extend the Web application.
a Click Application Management.
b Under SharePoint Web Application Management, click “Create or extend Web application.”
c Click “Extend an existing Web application.”
d From Web Application, click “Change Web Application.”
e Click SharePoint Central Administration v3
f Click OK.
24 Set the default time zone for the SharePoint Services server to the correct time zone for your location.
a From the Application Management page of Central Administration, under SharePoint Web Application Management, click Web Application General Settings.
b From the Web Application list, select http://outlander.
c From the Select time zone list, select the correct time zone for your location.
d Click OK.
25 Configure outgoing e-mail settings.
a In the Web application drop-down list, select “Change web application.” In the Select Web Application window, click SharePoint Central Administration v3.
b If the outgoing e-mail settings aren’t automatically filled in, use the following values:
– Outbound SMTP server: 192.168.100.254
– From address: administrator@outlander.class
– Reply-to address: administrator@outlander.class
– Character set: 65001 (Unicode UTF-8)
c Click
OK.
26 On the Home page, under Farm topology, click outlander. Start the Windows SharePoint Services Help Search service using outlander.class\SPSEARCH as the Service and Content Access Accounts.
27 Check to see if you have an immediate job timer definition:
a On the Operations page, under Global Configuration, click “Timer job definitions.”
b If “Immediate Alerts” doesn’t appear in the list, create an immediate job timer definition:
1) Open a command prompt window and enter:
cd c:\program files\common files\microsoft shared\web server ► extensions\12\bin
(The ► symbol indicates the command continues on the next line.)
2) At the command prompt, enter:
stsadm.exe -o setproperty -url http://outlander -pn ►
alerts-enabled -pv true
3) At the command prompt, enter:
stsadm.exe -o setproperty -url http://outlander -pn ►
job-immediate-alerts -pv "every 2 minutes"
Creating the initial Web sites and components
1 Create the first of two class sites:
a Click Site Actions.
b Choose Site Settings.
c Under Site Administration, click “Sites and workspaces.”
d Click Create.
e In the Title box, type “Sales and Marketing”
f In the URL box, type “salesandmarketing”
g Verify Team Site is selected.
h Under Navigation Inheritance, select “No”
i Click Create.
2 Grant the instructor and all student## user accounts Full Control of the Sales and Marketing Team Web site.
a Under Site Actions, choose Site Settings.
b Under Users and Permissions, click “People and groups.”
c Click Site Permissions.
d Click Actions and select Edit Permissions. Click OK.
e Click New.
f Click Add Users
g In the Users/Groups box, type each of the student user accounts as outlander.class\student##. Separate each user account with a semi-colon. Remember to add the instructor account.
h Under Give Permission, select “Give users permission directly.” Check Full Control.
i Verify that “Send welcome e-mail to the new users” is checked.
j In the Personal Message box, type “You are a member of the Sales and Marketing site’s administrator group.”
k Click OK.
3 If you don’t have the data
CD that came with this manual, download the Student Data files for the course.
You can download the data directly to student machines, to a central location
on your own network, or to a disk.
a Connect
to www.axzopress.com.
b Under Downloads, click
Instructor-Led Training.
c Browse the subject
categories to locate your course. Then click the course title to display a list
of available downloads. (You can also access these downloads through our
Catalog listings.)
d Click the link(s) for downloading the Student Data files, and follow the instructions that appear on your screen.
4 Upload the following data files from the Student Data\Unit_05 folder to the Shared Documents library on the Sales and Marketing Team Web site. (Because you don’t have Microsoft Office 2007 installed on this computer, you won’t be able to use the multiple file upload feature.)
· Business letter.docx
· cakes.jpg
· logo03.jpg
· Sales Proposal.dotx
· Spices sales.xlsx
a On the Quick Launch bar, under Documents, click Shared Documents.
b Click Upload.
c Click Browse and navigate to the Student Data\Unit_05 folder.
d Select a file to upload and click Open.
e Click OK.
f Repeat steps b through e for each file.
5 Create a discussion item under Team Discussion:
a On
the Quick Launch bar, under Discussions, click Team Discussion.
b Click
New.
c In the Title box, type
“Expansion into specialty teas”
d In the Body box, type “From the vantage point of your job role at Outlander Spices, please list any pros or cons of adding specialty teas as a new product line.”
e Click OK.
6 On the Sales and Marketing Team Web site, create a survey called “Post-Training survey” with the following questions. Use the default survey and question settings, and use the “Choice (menu to choose from)” answer type for all questions.
· Question 1: Did the training program meet your objectives?
Answer choices:
– Yes, absolutely
– Not sure
– Not at all
– No opinion
· Question 2: How was the pace of the program?
Answer choices:
– Too fast
– Just perfect
– Not sure
– Too slow
· Question 3: Did you get enough time to practice in class?
Answer choices:
– Yes, absolutely
– Not sure
– Not at all
– No opinion
· Question 4: Did you get enough assistance from the facilitator during classroom exercises?
Answer choices:
– Yes, absolutely
– Not sure
– Not at all
– No opinion
a Click Site Actions and choose Create,
b Under Tracking, click Survey.
c In the Name box, enter “Post-Training Survey.”
d Click Next.
e Use the New Question page to enter each of the questions. Click New Question to enter the next question. Click Finish when you’ve entered all four questions.
7 On the Sales and Marketing Team Web site, create a new contacts list called Customers:
a Click Site Actions and choose Create.
b Under Communications, click Contacts.
c In the Name box, enter Customers.
d Click Create.
8 On the Sales and Marketing Team Web site, create a new event using the following information:
· Title: Annual Sales Conference
· Location: Downtown convention center
· Start time: (Use the day of your class at 2pm)
· End time: (Use the day of your class at 8pm)
· Repeat the event for the next three days.
a On the Quick Launch bar, click Calendar
b Click New (or choose New, New Item).
c Enter the event information in the corresponding boxes.
d Click OK.
9 Create the second class site:
a Return to Central Administration
b Click Site Actions.
c Choose Site Settings.
d Under Site Administration, click “Sites and workspaces.”
e Click Create.
f In the Title box, type “Technicians”
g In the URL box, type “technicians”
h Verify Team Site is selected.
i Under Navigation Inheritance, select “No”
j Click Create.
10 Grant the instructor and student## user accounts Full Control of the Technicians Team Web site.
a Under Site Actions, choose Site Settings.
b Under Users and Permissions, click “People and groups.”
c Click Site Permissions.
d Click Actions and choose Edit Permissions. Click OK.
e Click New, and choose Add Users.
f In the Users/Groups box, type each of the student user accounts as outlander.class\student##. Separate each user account with a semi-colon. Remember to add the instructor account.
g Under Give Permission, select “Give users permission directly.” Check Full Control.
h Verify that “Send welcome e-mail to the new users” is selected.
i In the Personal Message box, type “You are a member of the Technicians site’s administrator group.”
j Click OK.
11 Close Internet Explorer.
Setting up the instructor and student computers
If you’re teaching this class after Windows SharePoint Services 3.0: Basic, you don’t need to reinstall the Windows XP operating system or Microsoft Office 2007, Professional Edition on the student and instructor computers. You just need to complete the following steps:
1 Log off Student## and Instructor accounts from all Windows XP computers. Restart the computers.
2 To configure Outlook 2007, log on to each computer using the corresponding Student## account and complete step 6 below.
3 Replace the C:\Student Data folder with the data files from this course.
4 Complete step #5 below to
install Microsoft Office Suite Service Pack 1 on the student and instructor
computers.
The first time you teach this course, you need to perform the following steps to set up the instructor’s and each student’s computer.
1 Install Windows XP with Service Pack 2 on an NTFS partition according to
the software manufacturer’s instructions.
a Enter the computer name as Instructor for the instructor computer and Student## for the student computers, where ## is the number assigned to each student such as 01 and 02. Set the Administrator password to !pass1234.
b Set the date, time, and zone for your area.
c Use Typical network settings to obtain IP information from the classroom DHCP server.
d Join the instructor and the student computers to the outlander.class domain. Use the outlander.class\administrator credentials to join.
e When prompted by the Network Identification Wizard, add the appropriate student## account from the outlander.class domain. Make it a standard user.
f Log on to the domain as the appropriate student## user.
g Don’t turn on Automatic Updates
h Verify that the Theme is set to Windows XP.
i Change the screen resolution to 1024 by 768 pixels, and the Color quality setting to High (24 bit) or higher.
2 Display file extensions.
a Start Windows Explorer.
b Choose Tools, Folder Options and activate the View tab.
c Clear “Hide extensions for known file types,” and click OK.
d Close Windows Explorer.
3 If your copy of Windows XP didn’t include Service Pack 2, install it now using the default options.
4 Perform a default installation of Microsoft Office 2007, Professional Edition. Activate Office by starting any of the Office applications.
5 If your copy of Microsoft Office 2007, Professional Edition didn’t include Microsoft Office Suite Service Pack 1 (SP1), install it now. (Microsoft Office Suite SP1 requires Windows Installer 3.1 — http://support.microsoft.com/kb/942101.)
6 Configure Microsoft Office Outlook 2007.
a Click Start and choose All Programs, Microsoft Office, Microsoft Office Outlook 2007.
b In the Outlook 2007 Startup box, click Next.
c With Yes selected, click Next to configure an E-mail account.
d Auto Account Setup should fill in the appropriate Student ## information. If it doesn’t, fill in Student ## for the name and Student##@outlander.class for the e-mail address.
e Click Next.
f Click Finish.
g Choose Tools, Options, and on the Preferences tab, click Junk E-mail. Select “No Automatic Filtering,” and click OK twice.
h Close Outlook.
7 If you don’t have the data
CD that came with this manual, download the Student Data files for the course.
You can download the data directly to student machines, to a central location
on your own network, or to a disk.
a Connect
to www.axzopress.com.
b Under Downloads, click
Instructor-Led Training.
c Browse the subject
categories to locate your course. Then click the course title to display a list
of available downloads. (You can also access these downloads through our
Catalog listings.)
d Click the link(s) for downloading the Student Data files, and follow the instructions that appear on your screen.
8 Copy the Student Data folder to the root of C:.
On all classroom computers
Due to changes in daylight savings time in the United States, the
time between the SharePoint Services Calendar entries and their display in
Outlook 2007 could be off by an hour. Read http://support.microsoft.com/gp/cp_dst
for additional information and to download patches for the classroom computers.
(Select “IT Professional — I manage a computer network.”)
Setup instructions for every class
If you’re reteaching this class and have the computers set up from the end of the previous course, you don’t need to reinstall the computers. You can perform the following steps:
On the classroom server:
1 Delete and recreate the Exchange mailbox for all students.
2 Delete the SharePoint Web sites and workspaces that the students have created as part of this course.
3 Remove the SharePoint Web parts students imported during class.
4 Recreate clean sites and workspaces by following the “Creating the initial Web sites and components” section of setup.
On the instructor and student computers:
1 Delete the contents of the
Student Data folder, if necessary.
2 Copy clean data files to
the Student Data folder. (See the download instructions in the preceding
section.)
3 In Outlook 2007, delete any e-mails from the course.
4 Remove any connections to SharePoint sites from all Microsoft Office 2007 applications.
5 Ensure that every student can log in to the domain by using the student accounts created in Active Directory.
Topic B: Frequently asked questions
There are no frequently asked questions for this course at this time.
Topic C: Course notes
In class setup, we create the activity sites within the same Web application and site collection as the Central Administration site for simplicity’s sake. In a production environment, Microsoft recommends creating site collections in a Web application or applications separate from the Central Administration Web application.
Topic D: Additional information
There is no additional information for this course at this time.