Microsoft® InfoPath® 2010

Requirements

Hardware Requirements

Windows 2003 Server and Active Directory Domain Controller

For this course, you will need one computer to run Windows Server 2003 and Active Directory Services. This system should have the following configuration:

Hardware Requirements

Windows 2008 Server and SharePoint 2010 Server

For this course, you will need one computer to run Windows Server 2008 and SharePoint 2010 Server. This system should have the following configuration:

Hardware Requirements

Classroom Computers

You will need one client computer for each student and one for the instructor. These computers should have the following configuration:

Platform Requirements

Platform Requirements

Platform Requirements

Software Requirements

Windows 2003 Server and Active Directory Domain Controller

Software Requirements

Windows 2008 Server and SharePoint 2010 Server

Software Requirements

On Student Computers This course was developed using the production version of Microsoft® Office Professional Plus 2010. If other versions are used, you might notice some slight differences when keying in the course. This course was developed using the Windows XP operating system. If you use Windows Vista or Windows 7, you might notice some slight differences when keying in the course.

Setup Instructions

Set Up Windows Server 2003 and Configure Active Directory Services

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

    Parameter  Value 
    Computer Name   DC 
    Administrator Password   P@ssw0rd 
    Workgroup Name   Company 

     

  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 COMPANY 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 Systemsa is selected, and click Next.
    12. For the Restore Mode Password, enter and confirm P@ssw0rd 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.

  8. Create a domain user account for each student in the class. (This course was developed using a first name of Student, a last name of a two-digit number represented by ## and user logon names of Student## with a password of p@ssw0rd. For instance, the instructor was Student00, the first student was Student01, and so on.)

  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.

Set Up Windows Server 2008 and SharePoint 2010 Server

  1. Insert the Windows Server 2008 DVD.

  2. On the press any key to continue screen, press any key.

  3. In the Install Windows wizard, on the Windows Server 2008 page, click Next.

  4. In the Install Windows wizard, click Install now.

  5. If necessary, on the Type Your Product Key For Activation page, enter the product key.

  6. On the Select the operating system you want to install page, select Windows Server 2008 Enterprise (Full Installation) with 64-bit architecture and click Next.

  7. On the Please read the license terms page, check the I accept the license terms check box and click Next.

  8. On the Which type of installation do you want page, click Custom (advanced).

  9. On the Where do you want to install Windows page, specify the settings to create an 80 GB NTFS partition and click Next to install Windows Server 2008.

  10. If necessary, choose the partition that you specified and click Next.

  11. Observe that the installation is in progress and the machine does an auto restart.

  12. Click OK and enter the password as p@ssw0rd

  13. The Windows server displays a message that the password is changed. Click OK.

  14. Close the Initial Configuration Tasks and Server Manager windows.

  15. Install Service Pack 2 (Windows 6.0 KB948465–X64)®.

    1. In the Install Windows Server Service Pack wizard, on the Welcome to Windows® Server Service Pack 2 page, click Next.
    2. Read the licence terms page, check the I accept the licence terms check box, and click Next.
    3. Verify that the Automatically restart the computer check box is checked and click Install.
    4. After the machine restarts, press Ctrl+Alt+Del and log on as Administrator and click Close to close the Initial Configuration Tasks wizard.
    5. Close the Server Manager and Install Windows Server Service Pack windows.

  16. 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.

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

  18. 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. Log in to the Windows Server 2008 as COMPANY\Administrator with password p@ssw0rd
    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 COMPANY\Administrator. Choose Welcome→Sign Out, and then click Yes.

  19. 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 company\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. Choose COMPANY\Administrator→Sign Out and then click Yes.

On Each Student Workstation

  1. Complete the installation of Windows XP Professional on a blank hard drive.

    1. On the Welcome screen, press Enter.
    2. Accept the license agreement.
    3. Create a 20 GB partition.
    4. Format the partition using the NTFS File System (Quick) format.
    5. If necessary, modify the regional and language options.
    6. Enter your name and organization.
    7. Enter the product key.
    8. Enter the appropriate computer name and administrator password for each computer in the classroom. For example:

      • Computer name is Computer00 with a password of <null password>
      • Computer name is Computer01 with a password of <null password>
      • Computer name is Computer02 with a password of <null password>

    9. Set the correct date, time, and time zone.
    10. In the Network Settings window, select Custom Settings.
    11. Select Internet Protocol (TCP/IP) and click Properties.
    12. Select Use The Following IP Address and type the appropriate IP address for each computer in the classroom. For example:

      • 192.168.40.210 for Computer00
      • 192.168.40.211 for Computer01
      • 192.168.40.212 for Computer02

    13. Type the following information:

      • Subnet Mask: 255.255.255.0
      • Default Gateway: 192.168.40.1

    14. Select Use The Following DNS Server Addresses and enter the following information:

      • Preferred DNS Server: 192.168.40.200

    15. Configure the computer to be a member of a domain.

      1. Select Yes, Make This Computer A Member Of The Following Domain.
      2. In the text box, type Company.

    16. Enter the authorized name and password to join the domain.

      • User name: Company\Administrator
      • Password: password

    17. On the Network Welcome screen, click Next.
    18. Verify that Add The Following User is selected and type the corresponding user name for each computer in the classroom. For example:

      • Student00 for Computer00
      • Student01 for Computer01
      • Student02 for Computer02

    19. In the User Domain field, type Company.
    20. For the access level setting, select Other: Administrator.

  2. Log on to the Company domain as Student## with the password of password.

  3. On Windows XP Professional, install Service Pack 2. Use the Service Pack installation defaults.

  4. Add printers.

    1. Choose Start→Printers and Faxes.
    2. Under Printer Tasks, click Add a Printer and follow the prompts.

    If you do not have a physical printer installed, right-click the printer and choose Pause Printing to prevent any print error messages.

  5. Run the Internet Connection Wizard to set up the Internet connection as appropriate for your environment, if you did not do so during installation.

  6. Display known file type extensions.

    1. Right-click Start and choose Explore to open Windows Explorer.
    2. Choose Tools→Folder Options.
    3. On the View tab, in the Advanced Settings list box, uncheck Hide Extensions For Known File Types.
    4. Click Apply and then click OK.
    5. Close Windows Explorer.

  7. Perform a complete installation of Microsoft® Office Professional Plus 2010.

  8. In the User Name dialog box, click OK to accept the default user name and initials.

  9. Activate Microsoft Office 2010 and install any updates.

  10. If necessary, minimize the Language bar.

  11. Press Ctrl+Alt+Delete.

  12. Log on to the Company domain as Student## with a password of password.

  13. Configure Microsoft® Outlook® 2010.

    1. Choose Start→Outlook 2010.
    2. On the Microsoft Outlook Startup page, click Next.
    3. On the E-Mail Accounts page, verify that Yes is selected and click Next.
    4. On the Auto Account Setup page, click Next.
    5. If necessary, in the Security Alert dialog box, click Yes.
    6. On the Configuring page, click Finish.

Download and Install Microsoft Windows Desktop Search Tool 4.0

    Download and install Microsoft Windows Desktop Search Tool 4.0 from the Microsoft Download Center.

Create a Windows Live ID Login for Each Student

  1. Open Internet Explorer and navigate to http://home.live.com.

  2. Click Sign Up.

  3. In the Security Alert message box, click OK.

  4. Enter the sign in details.

  5. Close the Internet Explorer window.

Download and Install Internet Explorer 8

  1. Download Internet Explorer 8 from the Microsoft website.

  2. Run the downloaded file.

  3. In the Install Windows Internet Explorer 8 wizard, select I do not want to participate right now and click Next.

  4. Click I accept.

  5. On the Get the latest updates page, click Next.

  6. On the Internet Explorer installation is complete page, click Restart now (recommended).

  7. Once the installation is complete, log in as the respective student user.

For the Instructor

  1. Verify that there are enough user names. There should be one for you as well as one for each student in the class.

  2. Assign students to work in pairs.

  3. Provide a place card identifying each student's user name.

  4. On the Exchange server, grant Administrator rights to Student00.

    1. Choose Start→All Programs→Administrative Tools→Active Directory Users And Computers.
    2. In the Active Directory For Users and Computers window, in the users list, right-click Student00 and choose Properties.
    3. In the Student00 Properties dialog box, select the Member Of tab and click Add.
    4. In the Select Groups window, click Advanced and then click Find Now.
    5. In the Search Results list, select Enterprise Admin.
    6. Click OK twice.
    7. Click Apply and then click OK.
    8. Close the Active Directory User and Computers.

Before Every Class

  1. Log on to the Company domain as the Student## user with a password of password.

  2. Delete the C:\084569Data folder.

  3. Extract a fresh copy of the course data files from the CD-ROM provided with the course manual, or download the data files from http://elementkcourseware.com.

Data File Setup

  1. Log on to each Student workstation as an Administrator.

  2. On each Student workstation and on the Instructor workstation, open the course CD-ROM, and run the 084569dd.exe self-extracting file located within. This will install a folder named 084569Data on the C: drive. This folder contains all the data files that students will use to complete this course. If your course did not come with a CD, please go to http://elementkcourseware.com to download the data files.

  3. Provide place cards identifying each student's user name (Student##). The entire class should be able to see the cards.

  4. Before you begin, assign students to work in pairs.

Customize the Windows Desktop

    Customize the Windows desktop to display the My Computer and My Network Places icons on the student and instructor systems.

  1. Right-click the desktop and choose Properties.

  2. Select the Desktop tab.

  3. Click Customize Desktop.

  4. In the Desktop Items dialog box, check My Computer and My Network Places.

  5. Click OK and then click Apply.

  6. Close the Display Properties dialog box.

Configure the SharePoint Environment

  1. Log in as COMPANY\Administrator.

  2. Create the Our Global Company subsite.

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

  3. 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.

  4. 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, choose New→Add Users.
    6. Click the Browse icon.
    7. In the Find box, type user and click the Search icon.
    8. Select student01 through student12 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.

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

    1. Choose 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. Choose COMPANY\Administrator→Sign Out and then click Yes.