Microsoft SharePoint Foundation 2010:

Basic

Frequently asked questions and instructor notes

Topic A0:   Classroom setup

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.

Hardware requirements

A host computer is needed to run server products in virtual machines. This computer should have:

·   A keyboard and a mouse

·   64-bit processor with four cores

·   8 GB RAM (developer or evaluation use requirement)

·   200 GB for system hard disk space

·   Windows Server 2008–compatible network interface card

·   DVD-ROM drive

·   Minimum graphics display capability of SVGA at 1024´768

The instructor’s computer and each student’s personal computer should have:

·   A keyboard and a mouse

·   1 gigahertz (GHz) or faster 32-bit (x86) or 64-bit (x64) processor

·   1 gigabyte (GB) RAM (32-bit) or 2 GB RAM (64-bit)

·   16 GB available hard disk space (32-bit) or 20 GB (64-bit)

·   DirectX 9 graphics device with WDDM 1.0 or higher driver

·   Windows 7–compatible network interface card

Software requirements

You will need the following software:

Host computer:

·   Host operating system of your choice and a virtual computer simulation program, such as Oracle’s VirtualBox

·   The 64-bit edition of Windows Server 2008 Standard, Enterprise, Data Center, or Web Server with SP2; or the 64-bit edition of Windows Server 2008 R2 Standard, Enterprise, Data Center, or Web Server

·   The 64-bit Standard Edition of Microsoft Exchange Server 2010 with Service Pack 1 (SP1)

·   The 64-bit edition of Microsoft SQL Server 2008 R2 Standard or Enterprise; or the 64-bit edition of Microsoft SQL Server 2008 Standard or Enterprise with Service Pack 1 (SP1) and Cumulative Update 2

·   SharePoint Foundation 2010

·   Microsoft Office 2010

·   Microsoft InfoPath 2010

·   Microsoft Silverlight 3


Student and instructor computers:

·   Windows 7 Professional or Ultimate (both versions support joining domains)

·   Microsoft Office 2010

·   Microsoft InfoPath 2010

·   Microsoft Silverlight 3

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

     Downloading the course setup data files from www.axzopress.com

   Downloading the Student Data files from www.axzopress.com
(if necessary)

·   A DHCP server to provide IP addresses to the student and instructor computers

Classroom setup instructions

Before you teach this course, you need to perform the following steps to set up a classroom server and each student computer. The steps to configure the classroom server take a considerable amount of time. We recommend that after you set up your classroom server the first time, you use your choice of computer imaging software to create an image of the classroom server for subsequent class setups.

Note that although the setup instructions were tested during the development of this course, the steps can be affected by changes that Microsoft and other software vendors make in the software and provide through updates.

Setting up the classroom server

You will be configuring a small-scale SharePoint deployment with Active Directory and the e‑mail and database servers installed in separate virtual machines on a single host computer. SharePoint Foundation will be installed on the same VM as the database server. Our steps use Oracle’s VirtualBox. Your steps will vary slightly if you are using another virtualization program.

Alternatively, you can skip the virtual machine steps and set up each server on its own physical computer. Note: At the time of this writing, Exchange Server 2010 SP1 and SharePoint Foundation 2010 were not compatible to reside on the same physical computer.

1   Install your host operating system and a virtual computer simulation program, such as VirtualBox, according to the software manufacturers’ instructions.

2   Create a Windows 2008 (64-bit) virtual machine called SPFBasicADDC.

·    Assign the VM 2 GB (2048 MB) of RAM.

·    Create a new hard disk.

·    Use dynamically expanding storage.

·    Assign 40 GB of disk space.

·    Enable Bridged Networking. (Within VirtualBox, select the virtual machine and click Settings. On the left, select Network. From the Attached to list, select Bridged Adapter. Click OK.)


3   Start the SPFBasicADDC VM and install Windows Server 2008 according to the software publisher’s instructions. Use the following variables:

·    Enter an Administrator password of !pass1234.

·    Set your time zone and correct the time, if necessary.

·    When configuring networking, choose the Work location.

·    Assign the server a static IP address on your classroom subnet.

·    Assign the address of a DNS server in your network.

·    Use Windows Update to download and install Windows Server 2008 updates.

·    Assign a computer name of SPFBasicADDC.

·    In Initial Configuration Tasks, check “Do not show this window at logon.”

·    In Server Manager, click Configure IE ESC and turn off IE ESC for administrators.

4   When the installation process is complete, use Device Manager to ensure that all devices are functioning correctly. You might have to download and install drivers for devices listed with a yellow question-mark icon.

5   Modify the server’s DNS server address to its own static IP address.

6   Use Server Manager to add the Active Directory Domain Services role.

7   Run dcpromo.exe. Use the following variables:

·    Create a new domain in a new forest.

·    Enter SPFBasic.class as the FQDN of the forest root domain.

·    Choose the Windows Server 2008 forest functional level.

·    Allow the wizard to install and configure the DNS server.

·    Click Yes to confirm that you understand that reliable name resolution will not occur outside the SPFBasic.class domain.

·    Accept the default database, log files, and SYSVOL folders.

·    Enter !pass1234 as the Directory Services Restore Mode Administrator password.

8   Enable network discovery and file sharing.

9   Use Active Directory Users and Computers to create a user account in the SPFBasic.class Active Directory domain for each student and the instructor.

·    Name each student user account student##, where ## is a number assigned to each account starting with 01.
Create a user account called instructor for the classroom instructor.

·    Set a password of !pass1234 on these accounts.

·    Clear “User must change password at next logon.”

·    Check “User cannot change password” and “Password never expires.”


Installing the 64-bit version of Exchange Server 2010, Standard Edition, with SP1

1   Create a Windows 2008 (64-bit) virtual machine called SPFBasicExchange.

·    Assign the VM 2 GB (2048 MB) of RAM.

·    Create a new hard disk.

·    Use dynamically expanding storage.

·    Assign 50 GB of disk space.

·    Enable Bridged Networking. (Within VirtualBox, select the virtual machine and click Settings. On the left, select Network. From the Attached to list, select Bridged Adapter. Click OK.)

2   Start the SPFBasicExch VM and install Windows Server 2008 according to the software publisher’s instructions. Use the following variables:

·    Enter an Administrator password of !pass1234.

·    Set your time zone and correct the time, if necessary.

·    When configuring networking, choose the Work location.

·    Assign the server a static IP address on your classroom subnet.

·    Assign the address of the AD DC as the DNS server.

·    Use Windows Update to download and install Windows Server 2008 updates.

·    Assign a computer name of SPFBasicExch and join the SPFBasic.class domain.

·    When you log back on, log on as spfbasic.class\administrator.

·    In Initial Configuration Tasks, check “Do not show this window at logon.”

·    In Server Manager, click Configure IE ESC and turn off IE ESC for administrators.

·    Enable network discovery and file sharing.

3   Use Server Manager to add all roles for the Web Server (IIS).

4   Run Exchange Server Setup.

5   If .NET Framework 3.5 SP1 isn’t already installed from Windows Updates, click “Step 1: Install .NET Framework 3.5 SP1” and follow these steps to install the .NET framework:

a   Internet Explorer opens and loads a page on the Microsoft downloads site. Click Download.

b   Click Run to download and run the .NET framework installation file.

c   Click Run again to install the .NET framework.

d   Close all open windows except for Exchange Server.

6   Click “Step 2: Install Windows PowerShell v2” and follow these steps to install the PowerShell component:

a   Internet Explorer opens and loads a page on the Microsoft support site. Scroll about halfway down the page to locate the “Windows Management Framework Core (WinRM 2.0 and Windows PowerShell 2.0)” heading.

b   Download the 64-bit Windows server package by clicking “Download the Windows Management Framework Core for Windows Server 2008 x64 Edition package now.”

c   Run and install the Windows Management Framework Core package.

d   Click Restart Now.


7   Log on as Administrator and then close Server Manager.

8   Use Windows PowerShell to install the required server components:

a   Click Start and choose All Programs, Administrative Tools, Windows PowerShell Modules. If prompted for administrator credentials, enter Administrator as the user name and !pass1234 as the password.

b   If, when running PowerShell, you receive the error “WARNING: File C:\Windows\system32\WindowsPowerShell\v1.0\Modules\PSDiagnostics\PSDiagnostics.psm1 cannot be loaded because the execution of scripts is disabled on this system,” enter Get-ExecutionPolicy.

     If the command returns “Restricted,” you must change the default execution policy setting. Enter Set-ExecutionPolicy RemoteSigned. Enter Y.

c   Type
ServerManagerCmd -ip d:\scripts\Exchange-Typical.xml
and press Enter. The script will install various required components. The installation counts from 0 to <100/100>.

d   When returned to the prompt, close Windows PowerShell Modules (type exit and press Enter).

e   Restart your server. (Click Start. Beside the Shutdown and Lock buttons, click the triangle button and choose Restart. From the Option list, select Application Installation (Planned). Click OK.)

9   Log on as Administrator and then close Server Manager.

10 Use the Windows PowerShell to set the NetTcpPortSharing service to start automatically:

a   Click Start and choose Windows PowerShell.

b   At the prompt, type
Set-Service NetTcpPortSharing -StartupType Automatic
and press Enter.

c   Type exit and press Enter.

11 Before installing Exchange Server 2010 with SP1, install the required updates. You’ll be prompted to restart your computer several times during this process. Note: The following updates were required at the time of this writing. If you run the Exchange Server setup program, it indicates which updates you need to install, and it does this by listing them as error messages in the setup dialog box.

·    Update for AD RMS clients authenticating federated identity providers in Windows Server 2008 or in Windows Vista. Select the x64 Windows Vista version. This hotfix is sent via email. You will receive a link and a password. (http://support.microsoft.com/?kbid=977624)

·    Microsoft Office 2010 Filter Packs. Download the file for 64-bit. (http://go.microsoft.com/fwlink/?LinkID=191548)

·    KB982867 – WCF: Enable WebHeader settings on RST/SCT. Download the file for Windows Vista x64. (http://code.msdn.microsoft.com/KB982867)

·    A .NET framework 2.0-based Multi-AppDomain application stops responding when you run the application. Download the file for x64 Vista/Win2K8. (http://code.msdn.microsoft.com/KB979744)

·    QFE for SharePoint issues – Perf Counter fix & User Impersonation. Download the x64 Vista version. (http://code.msdn.microsoft.com/KB979917)

·    FIX: ArgumentNullException exception error message when a .NET Framework 2.0 SP2-based application tries to process a response with zero-length content to an asynchronous ASP.NET Web service request: “Value cannot be null.” Download the x64 file. (http://support.microsoft.com/kb/973136)

·    RPC over HTTP clients cannot connect to the Windows Server 2008 RPC over HTTP servers that have RPC load balancing enabled. Select the x64 Windows Vista version. This hotfix is sent via email. You will receive a link and a password. (http://go.microsoft.com/fwlink/?LinkID=194843)

12 Reboot the computer and log in as spfbasic.class\administrator.

13 Run Exchange Setup again.

14 Click “Step 3: Choose Exchange Language option.” Then click “Install only languages from the DVD.”

15 Click “Step 4: Install Microsoft Exchange,” click Next, and use the following variables to install Exchange:

a   Select “I accept the terms in the license agreement” and click Next.

b   With No selected in the Error Reporting options, click Next.

c   With Typical Exchange Server Installation selected, click Next.

d   In the “Specify the name for this Exchange organization” box, enter SPFBasic and click Next.

e   On the Client Settings page, select No (if necessary) and click Next.

f    Click Next (do not check “The Client Access Server role will be Internet-facing”).

g   Select “I don’t wish to join the program at this time” and click Next. The readiness checks begin.

If you receive a warning about not being able to find the Active Directory, make sure you are logged in as spfbasic.class\
administrator and not as the local administrator.

h   On the Readiness Checks page, you will likely receive a warning message about not installing Exchange 2007 server roles and elevating privileges for the Exchange Trusted Administrators Subsystem to domain administrators. This is fine. If you receive any failure messages, correct the problems by following the on-screen instructions. You can leave this page of the wizard open and click Retry after correcting problems.

i    Click Install. The Progress page will display the installation progress. Depending on the speed of your server, the installation could take as long as an hour to finish.

j    Click Finish.

k   Close the Exchange Management Console.

16 Get critical updates for Microsoft Exchange.

17 Reboot the computer as prompted. Log in as spfbasic.class\administrator.

18 Using the Microsoft Exchange Management console, in the Actions pane for Server Configuration, enter your product key.

19 Using the Microsoft Exchange Management console, create a user mailbox for each student## account and the instructor account. There should be a User Mailbox already set up for the Administrator user.

·    Under Recipient Configuration, right-click Mailbox and choose New Mailbox. Select User Mailbox. Select Existing users and click Add. Add users from the spfbasic.class Active Directory.

·    Accept the default mailbox settings.

Installing Microsoft SQL Server 2008 R2 (x64) or Microsoft SQL Server 2008 with SP1 and Cumulative Update 2 (x64)

1   Create a Windows 2008 (64-bit) virtual machine called SPFBasicSQL.

·    Assign the VM 2 GB (2048 MB) of RAM.

·    Create a new hard disk.

·    Use dynamically expanding storage.

·    Assign 40 GB of disk space.

·    Enable Bridged Networking. (Within VirtualBox, select the virtual machine and click Settings. On the left, select Network. From the Attached to list, select Bridged Adapter. Click OK.)

2   Start the SPFBasicSQL VM and install Windows Server 2008 according to the software publisher’s instructions. Use the following variables:

·    Enter an Administrator password of !pass1234.

·    Set your time zone and correct the time, if necessary.

·    When configuring networking, choose the Work location.

·    Assign the server a static IP address on your classroom subnet.

·    Assign the address of the AD DC as the DNS server.

·    Use Windows Update to download and install Windows Server 2008 updates.

·    Assign a computer name of SPFBasicSQL-SP and join the SPFBasic.class domain.

·    When you log back on, log on as spfbasic.class\administrator.

·    In Initial Configuration Tasks, check “Do not show this window at logon.”

·    Turn off IE ESC for administrators.

·    Enable network discovery and file sharing.

3   Install Microsoft SQL Server 2008 R2 (x64) or Microsoft SQL Server 2008 with SP1 and Cumulative Update 2 (x64).

·    Disable Windows Firewall, or open the appropriate ports for remote access. (See http://go.microsoft.com/fwlink/?LinkId=94001 if you want to open individual ports.)

·    Using the SQL Server Installation Center, under Planning, run the System Configuration Checker. All items should pass. If they don’t, make corrections and run the check again.

·    Under Installation, add a New SQL Server stand-alone installation.

·    When prompted, install the Setup Support Files.

·    Select all features.

·    Accept the default instance.

·    Use the NT AUTHORITY\SYSTEM account for all SQL Server services accounts.

·    Add Domain Admins (SPFBASIC\Domain Admins) as SQL Server administrators.

·    Add Domain Admins (SPFBASIC\Domain Admins) as Analysis Services administrators.

·    Install the SharePoint integration mode default configuration.

·    Don’t check either of the error and usage reporting settings.

·    Search for product updates.

4   If it’s not included in the version of SQL Server 2008 you just installed, install SQL Server 2008 Service Pack 1.

5   Install Cumulative Update package 2 for SQL Server 2008 Service Pack 1. At the time of this writing, this hotfix is sent via email. You will receive a link and a password. (http://support.microsoft.com/kb/970315)

6   Configure the SQL Server 2008.

a  Verify Windows authentication is enabled:

  i  Open the Microsoft SQL Server Management Studio and connect to SPFBASICSQL-SP.

ii  Open the Properties page of the SQL server.

iii  Select Security and verify the Windows Authentication mode option is selected

iv  Close the Server Properties dialog box.

b  Grant database creation rights to domain accounts.

  i  In Microsoft SQL Server Management Studio, expand Security and right-click Logins.

ii  Select New Login and add a new login for each student account and the instructor account. You need to add the accounts from the SPFBasic.class location. On Server roles, check the securityadmin and dbcreator options for each account.

iii  Close Microsoft SQL Server Management Studio.

Installing and configuring SharePoint Foundation 2010

You will install SharePoint Foundation 2010 on the same virtual machine as SQL Server.

1   You must download and install an update for Windows Server 2008 and Windows Server 2008 R2 before you install SharePoint Foundation 2010. (The update is a hotfix for the .NET Framework 3.5 SP1 that is installed by the Preparation tool. It provides a method to support token authentication without transport security or message encryption in WCF.)

·    KB979917 - QFE for Sharepoint issues - Perf Counter fix & User Impersonation (http://go.microsoft.com/fwlink/?LinkId=192577).

   For Windows Server 2008 SP2, download the Windows6.0-KB979917-x64.msu (Vista) file.

   For Windows Server 2008 R2, download the Windows6.1-KB979917-x64.msu (Win7) file.

2   Download the data files for course setup from www.axzopress.com.

3   Create a folder called Images at the root of C:. Share the folder as Images, allowing Domain Users Read rights. Copy the following data files from the course setup download to the Images folder:

·    Course Setup\logo01.jpg

·    Course Setup\bay leaves.jpg

     If you don’t have the Student Data CD that came with this course, you can download the Course Setup files from the AxzoPress Web site.

4   Install the SMTP feature.

a   In Server Manager, select Features.

b   Click Add Features.

c   Check SMTP Server and click Add Required Features.

d   Click Next and click Install.

e   Click Close.

5   Run the SharePoint Foundation 2010 setup file.

·    Under Install, click “Install software prerequisites.” The preparation tool installs the following prerequisite software, if it’s not already installed:

   Windows Server 2008 Service Pack 2

   Application Server role, Web Server (IIS) role

   SQL Server 2008 Native Client

   Microsoft .NET Framework 3.5 SP1

   Hotfix for Microsoft Windows (KB976394)

   Windows PowerShell 2.0

   Windows Identify Foundation (KB974405)

   Microsoft Sync Framework Runtime v1.0 (x64)

   Microsoft Chart Controls for the Microsoft .NET Framework 3.5

   Microsoft Filter Pack 2.0

   Microsoft SQL Server 2008 Analysis Services ADOMD.NET

   Microsoft Server Speech Platform Runtime (x64)

   Microsoft Server Speech Recognition Language – TELE(en-US)

   SQL 2008 R2 Reporting Services SharePoint 2010 Add-in

·    Install SharePoint Foundation as a server farm, complete server type, accepting the default data location.

·    Run the SharePoint Products Configuration Wizard. Use the following variables to configure SharePoint:

   Create a new server farm

   The database server is SPFBasicSQL-SP.SPFBasic.class

   The Database Access Account is SPFBasic.class\Administrator. The password is !pass1234.

   Enter !pass1234 as the Farm Security passphrase.

   Accept the default SharePoint Central Administration Web Application settings.

6   Use the Initial Farm Configuration Wizard to configure the SharePoint Farm, using the following variables:

·    Don’t participate in the Customer Experience Improvement Program.

·    Use the Server Farm Configuration Wizard to configure your SharePoint Farm and create your top-level site.

·    For the Service Account, use the existing managed account, SPFBASIC\Administrator.

·    For the Title of your site, enter Outlander.

·    Verify that Team Site is selected and click OK.

7   Configure the outgoing e‑mail settings:

a   On the Central Administration, System Settings page, click “Configure outgoing e-mail settings.”

b   In the Outbound SMTP server box, enter the SPFBasicExch server’s IP address.

c   In the From address box, enter administrator@spfbasic.class.

d   In the Reply to box, enter administrator@spfbasic.class.

e   Click OK.

8   Exit SharePoint Foundation 2010 setup.

9   In IIS, select SharePoint -80. Double-click SMTP E-mail. In the E-mail address box, type administrator@spfbasic.class. In the SMTP Server box, type the IP address of your Exchange server. Click Apply.

10 On the Exchange Server, create a new receive connector for SharePoint.

a   In the Exchange Management Console, under Server Configuration, Hub Transport, right-click in Receive Connectors and choose New Receive Connector.

b   In the Name box, type SharePoint and click Next.

c   In the FQDN box, type SPFBasicExch.SPFBasic.class and click Next.

d   In Remote Network Settings, click X to delete the default address range.

e   Click Add. Enter the IP address of your SPFBasicSQL-SP computer and click OK.

f    Click New.

g   Click Finish. Close the Exchange Management Console.

Creating the SharePoint sites for activities

Students will use the Sales and Marketing and Site## sites for class activities. Students will use the Administration site for independent practice activities.

1   In Internet Explorer, enter http://spfbasicsrvsql-sp/ in the Address bar. Use the Site Actions, New Site menu to create a subsite under Outlander:

·    Create a Team site called Sales and Marketing with a URL of salesandmarketing.

·    Under User Permissions, select “Use unique permissions.”

·    After you click Create, in the Members of this Site section, select “Create a new group.” Title the group Class. Add all student## accounts and the instructor account to this group. Students will have Contribute permissions on all SharePoint sites used in class.

2   On the Sales and Marketing site, use the Site Actions, New Site menu to create two subsites:

·    A Team site called Internet Sales with a URL of internetsales. Use the same permissions as the parent site.

·    A Team site called National Sales with a URL of nationalsales. Use the same permissions as the parent site. (Navigate back up to Sales and Marketing to create this subsite.)

3   Navigate back up to Outlander, and create a second subsite:

·    A Team site called Administration with a URL of administration. Use unique permissions.

·    In the Members of this Site section, select “Use an existing group.” Choose More… from the list and then choose Class.

4   On the Administration site, use the Site Actions, New Site menu to create two subsites:

·    A Team site called Accounting with a URL of accounting. Use the same permissions as the parent site.

·    A Team site called Human Resources with a URL of humanresources. Use the same permissions as the parent site. (Navigate back up to Administration to create this subsite.)

5   As a subsite of Outlander, create a Team site for each student in the class. These sites should be at the same level as the Sales and Marketing and Administration Team sites. Each student will work on his or her own site during class activities. Use the following variables:

·    Title: Site ## (use 00 for the instructor)

·    URL name: site## (use 00 for the instructor)

·    Use unique permissions.

·    Add each student to the Site ## Members group of his or her own site. Add the instructor account to the Site 00 Members group.

Setting up content on the Sales and Marketing Team site

1   Go to the Sales and Marketing Team site.

2   Create an empty Contact list called Sales Team Contacts.

     When prompted, install Microsoft Silverlight to improve the creation experience.

3   In the Team Discussion board, create two discussions and a reply, using the following information:

·    Subject for topic 1: How to meet annual targets

·    Subject for topic 2: How to meet the aggressive annual sales targets

·    Reply text for “How to meet annual targets”: Sales of individual spices vary between regions. You need to study the factors that affect the
sales of spices in your region and then create a sales plan based on
these factors.

4   Create a discussion board called Discussion on Market Research.

5   In the Discussion on Market Research board, create the following discussion items:

a   New Discussion:

·   Subject: Objectives

·   Body: What are our objectives for the Market Research?

b   New Discussion:

·   Subject: Types of Market Research

·   Body:

Primary Research:
   Direct mail questionnaires
   Telephone surveys
   Behavioral observations
   Test marketing
   Experiments

Secondary Research:
   Mail surveys
   Books
   Magazines

c   New Discussion:

·   Subject: Budget

·   Body: How much money should be invested in the market research?

d   New Discussion:

·   Subject: Timetables

·   Body: How should we time ourselves?

6   Install Microsoft Office Standard 2010 and Microsoft InfoPath 2010 on the server, so you can create a list from an Excel file and configure form libraries using InfoPath forms.

7   Using the file “Spice price list.xlsx,” create an Import Spreadsheet list called Spice Price List. Use the named range “Prices.” The Spice price list file is in the Course Setup folder of the setup data files download.

8   Using the file “Customers.xlxs,” create an Import Spreadsheet list called Customer Contacts. Use the Name Range “Customers.” The Customers file is in the Course Setup folder of the setup data files download.

9   Create a wiki library called Sales Materials.

10 Create a form library called Outlander Spices Forms.

11 Allow management of content types in the Outlander Spices Forms library.

a   On the Library Tools | Library tab, click Library Settings.

b   Under General Settings, click Advanced settings.

c   Under “Allow management of content types?” click Yes.

d   Click OK.

12 Publish Absence Request Form.xsn and Travel Request Form.xsn to the library:

a   Open InfoPath Designer 2010.

b   Open the file Absence Request Form. It is in the Course Setup folder of the setup data files download.

c   Choose File, Publish. Click SharePoint Server. Click OK.

d   Click Save to save the file locally.

e   Enter the location of your SharePoint server as http://spfbasicsql‑sp/ and click Next.

f    With Site Content Type (advanced) selected, click Next. Click Next again.

g   Absence Request Form is entered in the Name box. A description of the form is entered as well. Click Next.

h   Enter http://spfbasicsql-sp/salesandmarketing/
Outlander%20Spices%20Forms/

i    Click Next twice.

j    Click Publish. Click Close.

k   Close the Absence Report file.

l    Repeat these steps for Travel Request Form.xsn, using Travel Request Form instead of Absence Request Form. Enter this description: You must fill out and submit this form for all business-reimbursable travel.

m  Close InfoPath Designer 2010.

13 Add the new content types to the Outlander Spices Forms library.

a   On the Form Library Setting page, under Content Type, click “Add from existing site content types.”

b   With Absence Request Form selected, click Add.

c   Scroll and select Travel Request Form, and click Add.

d   Click OK.

14 Remove the default blank form from the Outlander Spices Forms library.

a   On the Form Library Setting page, under Content Type, click Form.

b   Under Settings, click “Delete this content type.”

c   Click OK.

15 Create a picture library called Stock Photos. Upload cakes.jpg and cookies.jpg. They are in the Course Setup folder of the setup data files download.

16 Create a survey called Employee Satisfaction Survey. Use More Options to configure the survey so that multiple responses are not allowed.

     Create the following questions:

·    Question: How would you rate your satisfaction with your job at this time?

     Choice (menu to choose from)

     Required response: Yes

     Drop-down menu choices:

               Extremely satisfied

               Very satisfied

               Somewhat satisfied

               Neither satisfied nor dissatisfied

               Somewhat dissatisfied

               Very dissatisfied

               Extremely dissatisfied

     Default value: Extremely satisfied

·    Question: What is your overall opinion of Outlander Spices?

     Multiple lines of text

     Required response: Yes

     Number of lines for editing: 15

     Rich text

·    Question: How comfortable are you with your physical work environment?

     Choice (menu to choose from)

     Require a response: Yes

      Drop-down menu choices:

               Extremely comfortable

               Very comfortable

               Somewhat comfortable

               Neither comfortable nor uncomfortable

               Somewhat uncomfortable

               Very uncomfortable

               Extremely uncomfortable

     Default value: Extremely comfortable

17 Create a blog called Tradeshows. Use tradeshows as the URL. Use More Options to display the site in the Quick Launch bar of the parent site.

18 In the Tradeshow blog, change the three default Categories to In-state, Out-of-state, and International.

19 Use the text in the “blog post.txt” file to create a blog post in the In-state category of Tradeshows. It is in Course Setup folder of the setup data files download

20 On the Sales and Marketing site, create a project tasks list called Business Systems Manager Implementation.

21 Add the following tasks to the Business Systems Manager Implementation project tasks list:

Design the solution

Prepare for implementation

Prepare test environment

Install software in test environment

     Start the first task on the day of class. Set the start dates of the other three tasks to 1 week from the previous task. Set the due dates to 14 days past each task’s start date.

Setting up content on the Administration Team site

1   Go to the Administration Team site.

2   Create a document library called Approved Customer Correspondence.

3   Create a picture library called Company Logos.

4   Create a wiki page library called Outlander Admin.

5   Create a form library called Invoice Requests.

6   Allow management of content types in the Invoice Requests form library.

7   Use InfoPath Designer 2010 to publish “Invoice Request Form” (It is in the Course Setup folder of the setup data files download.) as a new Site Content Type called Invoice Request.

     Enter this description: This form must be filled out for all invoice requests.

     The location of the form template is http://spfbasicsql-sp/administration/invoice%20requests/.

8   Make Invoice Request the only content type available in the Invoice Requests form library.

9   Create a survey called Benefits. Use More Options to set “Show user names in survey results” to No and to forbid multiple responses.

     Create the following questions, and require a response to each one except the final question:

·    Question: Are you a full-time employee? (Check if Yes.)

     Yes/No (check box)

·    Question: Which health plan do you subscribe to?

     Radio Button Choices:

               Single

               Single with children

               Family

               None

     Default value: Family

·    Question: Do you believe your out-of-pocket contribution to your plan is reasonable?

     Drop-Down Menu Choices:

               Low contribution for value

               Reasonable contribution for value

               High contribution for value

     Default value: Reasonable contribution for value

·    Question: Suggestions/comments

     10 lines of enhanced rich text

     (Response not required)

10 Create a blog called Updates from the Admin Team. Use updates as the URL.

11 Change the Updates in the Admin Team blog’s categories to: Human Resources, Accounting, and Information Technology.

12 Create a blog post called Software Upgrades in the Information Technology category of the Updates from the Admin Team blog. The file “Software blog post.txt,” contains the title and body for this post. It is in the Course Setup folder of the setup data files download.

13 Create a project tasks list called Business System Implementation. Create the following tasks so that the number of tasks entered equals the number of students in your class. Assign each student## account a task.

     Start the first task on the day of class. Set start dates of the other three tasks to 1 day from the previous task. Set the due dates to 2 days past each task’s start date.

     Design the solution

     Prepare for implementation

     Prepare test environment

     Install software in test environment

     Implement data feeds

     Implement a business system in test environment

     Schedule test jobs

     Prepare production environment

     Install software in production environment

     Install systems monitor

     Enable change tracking interface

     Train operators

     Create solution maintenance plan

     Schedule production jobs

     Design feedback cycle

     Implement feedback cycle

     If there aren’t enough tasks for the number of students in your class, add more tasks.

14 Open the Calendar. Add the following events for the week of class (the days aren’t important; the events just need to appear during the week of class):

·    Title: Benefits Seminar

     Location: Auditorium

     Time: 9 AM to 11 AM

     Description: You will receive your benefits brochure and signup paperwork at this meeting.

     Category: Meeting

·    Title: Sales weekly update

     Location: Conference Room F

     Time: 3 PM to 4 PM

     Category: Meeting

·    Title: Inventory

     Location: Warehouse

     Description: The warehouse will be closed during inventory.

     Category: Work hours

     All Day Event

15 Open the Tasks list. Add a task assigned to each student in your class:

·    Title: Student ## Report

     Assigned To: Student##

     Start Date: The day of class

     Due Date: The day after class

Setting up the instructor computer and each student computer

1   Install Windows 7 Professional or Ultimate on an NTFS partition according to the software manufacturer’s instructions and using the following variables:

·    Enter student## as the user name (instructor on the instructor computer).

·    Accept the default computer name.

·    Specify a password and password hint of !pass1234.

·    Enter the product key.

·    Use recommended settings for Windows updates.

·    Set the date, time, and zone for your area.

·    Select the Work network.

2   Install the latest critical updates and service packs from Windows Update.

3   Use Device Manager to ensure that all devices are functioning correctly. You might have to download and install drivers for devices listed with a yellow question-mark icon.

4   Set each computer’s network connection to use the DNS server service on the SPFBasicADDC computer.

5   Join the SPFBasic.class domain. Log on as spfbasic.class\student##.

6   Turn on network discovery, file and printer sharing, and public folder sharing.

7   Install Microsoft Office 2010 Standard Edition.

8   Start and configure Outlook 2010 on each student computer.

·    Connect to the Exchange Server.

·    Install the security certificate for the Exchange Server.

9   Install Microsoft InfoPath 2010.

10 Install Microsoft Silverlight.

11 Install Adobe Reader.

12 Using Internet Explorer, connect to
http://spfbasicsql-sp/salesandmarketing.

     In the “Discussion on Market Research” discussion, add the following replies (you can use the instructor computer to sign in as each student## account that requires a reply):

a   Replies to the Objectives item:

·   Student01: Reduce business risks.

·   Student02: Find out the current and upcoming problems in the market.

b   Replies to the Types of Market Research item:

·   Student01: Primary research is more expensive.

·   Student02: Secondary research is simple to conduct.

c   Reply to the Budget item:

·   Student01: To allocate a small percentage of gross sales for the most recent year.

d   Replies to the Timetables item:

·   Student01: Prepare a realistic time frame to complete the market research process.

·   Student02: Establish target dates that will allow the best accessibility to your market.

13 If you have the data disc that came with this manual, locate the Student Data folder on it and copy it to the desktop of each student computer.

     If you don’t have the data disc, you can download the Student Data files for the course:

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. You can download the files directly to student machines or to a central location on your own network.

e   Create a folder named Student Data on the desktop of each student computer.

f    Double-click the downloaded zip file(s) and drag the contents into the Student Data folder.

14 Close all open windows and log off Windows 7.

 

Topic B:   Frequently asked questions

There are no frequently asked questions for this course at this time.

 

Topic C:   Course notes

The steps to configure the classroom server take a considerable amount of time. We recommend that after you set up your classroom server the first time, you use your choice of computer imaging software to create an image of the classroom server for subsequent class setups.

 

Topic D:   Additional information

There is no additional information for this course at this time.