Microsoft® SharePoint® Foundation 2010: Level 2
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 in the course setup document to set up the live environment for students
to practice in class. Since the class setup requirements for this course are
very steep, we have also provided simulations for all the guided activities in
the course. If you choose to, you can run the simulations provided in
Data\Interactives folder on the CD-ROM that shipped with this course to practice
the activities.
- 64-bit, four-core processor, 2.5 GHz minimum per core is required for
installing the Windows Server 2008 where Microsoft SharePoint Foundation 2010
will be installed.
- Pentium IV 1 GHz CPU or higher for client systems.
- Minimum of 1 GB of RAM for each client computer.
- 80 GB of free hard disk space for installation of the Windows Server 2003
and Windows Server 2008.
- 40 GB or larger hard-disk drive for each student and instructor computer.
- You need to have an Internet connection because some of the software
components are installed from the Internet.
Platform Requirements
Platform Requirements
- Microsoft Windows Server 2003
Platform Requirements
- Microsoft Windows Server 2008
Software Requirements
Domain Controller/Mail Server
The following software is required for the server that will function as the
domain controller/mail server.
- Windows Server 2003 with Service Pack 2
Software Requirements
SharePoint Foundation 2010
The following software is required for installing SharePoint Foundation
2010.
- The 64-bit edition of Windows Server 2008 Enterprise with SP2. If you are
running Windows Server 2008 without SP2, the Microsoft SharePoint Products and
Technologies 2010 Preparation Tool installs Windows Server 2008 SP2
automatically.
- SharePoint Foundation 2010
- Microsoft .NET Framework version 3.5 SP1
Software Requirements
Client Computers
The following software is required for the instructor computer and each
student computer.
- Microsoft® Windows® XP Professional
- Microsoft .NET Framework 3.5, with Service Pack 1 installed
- Microsoft® Office® 2010 Professional or Professional Plus
- Microsoft Internet Explorer 8.0
- Microsoft Office SharePoint Designer 2010 in instructor and client
computers.
Setup Instructions
Note: You can use the detailed instructions provided in the class
set up section in the course setup document to set up the live environment for
students to practice the activities in class. Since the class setup requirements
for this course are very steep, we have also provided simulations for all the
guided activities in the course. If you choose to, you can run the simulations
provided in Data\Interactives folder on the CD-ROM that shipped with this course
to practice the activities.
There is a simulated version of all activities available on the CD-ROM
that shipped with this course. You can run the simulation s on any Windows
computer to review the activity after class or as an alternative to performing
the activity as a group in class. The activity simulation 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:\Data\Interactives folder and double-clicking the appropriate executable
(EXE) file.
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.
-
Install Microsoft Windows Server 2003, Standard or Enterprise Edition, with
the following parameters:
Parameter |
Value |
Computer Name |
DC |
Administrator Password |
!Pass1234 |
Workgroup Name |
WORKGROUP |
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.
|
-
Install Windows Server 2003 Service Pack 2. When prompted, restart the
computer and log on as Administrator.
-
Configure the network settings.
- Choose Start→Control Panel→Network Connections→Local Area
Connection.
- Click Properties, select Internet Protocol (TCP/IP), and
click Properties.
- Select the Use the following IP address option.
- 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
- Click OK twice, and then click Close.
-
Install additional Windows components.
- Choose Start→Control Panel→Add Or Remove Programs.
- Click Add/Remove Windows Components.
- If necessary, check the Application Server option, and then check
Email Services.
- Check Networking Services, and click Details.
- Check Domain Name System (DNS) and Windows Internet Name
Service (WINS), and click OK.
- Click Next.
- If prompted, provide the system files from the Windows Server 2003
installation media.
- When the installation is complete, click Finish, and then close
the Add Or Remove Programs control panel.
-
Promote the server to a domain controller.
- If necessary, insert the Windows Server 2003 installation DVD into the
DVD drive.
- Choose Start→Command Prompt.
- Type dcpromo and press Enter.
- Click Next twice.
- Verify that Domain Controller For A New Domain is selected and
click Next.
- Verify that Domain In A New Forest is selected and click
Next.
- For Full DNS name for new domain, type
ourglobalcompany.com and click Next.
- For Domain NetBIOS Name, type GLOBAL and click
Next.
- To accept the default database locations and Shared System Volume, click
Next twice.
- 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.
- Verify that Permissions Compatible Only With Windows 2000 Or Windows
Server 2003 Operating Systems is selected, and click Next.
- For the Restore Mode Password, enter and confirm !Pass1234
and click Next.
- Review the settings, and click Next.
- Click Finish.
- Click Restart Now.
- When the computer restarts, log on as Administrator.
-
Configure DNS.
- Choose Start→Administrative Tools→DNS.
- Expand DC→Forward Lookup Zones→ourglobalcompany.com.
- Choose Action→New Mail Exchanger.
- For Fully Qualified Domain Name Of The Mail Server, type
dc.ourglobalcompany.com and click OK.
- Choose Action→New Alias.
- For Alias, type mail.
- For Fully Qualified Domain Name Of The Target Host, type
dc.ourglobalcompany.com and click OK.
- Close the DNS Management Console.
-
Configure mail services.
- Choose Start→Administrative Tools→POP3 Service.
- Right-click DC and choose Properties.
- Verify that Authentication Method is set to Active Directory
Integrated.
- Uncheck Always Create An Associated User For New Mailboxes.
- Click OK.
- Select DC and click New Domain.
- For Domain Name, type ourglobalcompany.com and click
OK.
- Expand DC, and click ourglobalcompany.com.
- Click Add Mailbox, type administrator, and click
OK.
- If necessary, in the POP3 Service information box, check Do
Not Show This Message Again, and click OK.
- Close the POP3 Service Management Console.
-
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 |
-
Create mailboxes for all users.
- Choose Start→Administrative Tools→POP3 Service.
- Open the POP3 Service control panel.
- Expand DC and select ourglobalcompany.com.
- Click Add Mailbox.
- For Mailbox Name, type central.
- If necessary, in the POP3 Service information box, check Do
Not Show This Message Again, and click OK.
- Click OK.
- Repeat for all other user names that you added in the previous step
using the User Name as the Mailbox Name.
- Close the POP3 Service control panel.
-
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:
-
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 |
Note: |
The Microsoft SharePoint Foundation 2010 software will be
installed on the Windows Server 2008 system with the computer name
WSS. |
-
When prompted, restart the computer and log in as
GLOBAL\Administrator.
-
Install Microsoft .NET Framework 3.5 SP1.
- Download or copy the Microsoft .NET Framework 3.5 SP1 setup file to
Microsoft Windows SharePoint Foundation. You can place it in a folder such
as Software on the hard drive.
- In Windows Explorer, navigate to the location of the Microsoft .NET
Framework 3.5 SP1 setup file, and double-click the file name.
- If necessary, click Run.
- Check the I have read and accept the terms of the licensing
agreement check box.
- Click Install.
- If necessary, provide the Internet connection.
- If necessary, click the icon on the taskbar to monitor the installation.
- When the installation is complete, click Exit.
-
Download Internet Explorer 8.0 and perform a typical installation of
Internet Explorer 8.0.
-
Install Microsoft SharePoint Foundation 2010.
- Download or copy the Microsoft SharePoint Foundation 2010 setup file to
Microsoft Windows SharePoint Foundation. You can place it in a folder such
as Software on the hard drive.
- In Windows Explorer, navigate to the location of the Microsoft
SharePoint Foundation 2010 setup file, and double-click the file name.
- Click Install software prerequisites.
- Click Next.
- Check I accept the terms of this agreement and click Next.
- In the Microsoft SharePoint 2010 Products Preparation Tool, click
Finish. The system will be rebooted.
- Login to the Windows Server 2008 as GLOBAL\Administrator with
password !Pass1234.
- The Microsoft SharePoint 2010 Products Preparation Tool will perform an
automated configuration of the installed prerequisites. Click Finish.
- In Windows Explorer, navigate to the location of the Microsoft
SharePoint Foundation 2010 setup file, and double-click the file name.
- In the Install section, click Install SharePoint
Foundation.
- In the Microsoft SharePoint Foundation 2010 dialog box, check
I accept the terms of this agreement and click Continue.
- In the Microsoft SharePoint Foundation 2010 dialog box, click
Standalone.
- 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.
- In the SharePoint Products Configuration Wizard dialog box, click
Next.
- To acknowledge that some services will be restarted, in the
SharePoint Products Configuration Wizard dialog box, click
Yes.
- When the wizard is completed, click Finish.
- 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.
-
Configure Microsoft SharePoint Foundation 2010.
- Choose Start→All Programs→Microsoft SharePoint 2010
Products→SharePoint 2010 Central Administration.
- On the Quick Launch bar, click the Security link.
- Under Security, in the Users section, click Manage the
farm administrators group.
- Click New and choose Add Users.
- In the Grant Permissions dialog box, in the Users/Groups
text box, type global\domain admins and click OK.
- Click New and choose Add Users.
- In the Grant Permissions dialog box, in the Users/Groups
text box, type GLOBAL\Administrator and click OK.
- Click New and choose Add Users.
- In the Grant Permissions dialog box, in the Users/Groups
text box, type GLOBAL\user 06 and click OK. The user with user
name GLOBAL\user 06 will have administrator rights over the Central
Administration site and will play the role of a site collection
administrator in certain activities.
- Click New and choose Add Users.
- In the Grant Permissions dialog box, in the Users/Groups
text box, type WSS\Administrator and click OK.
- Click New and choose Add Users.
- In the Grant Permissions dialog box, in the Users/Groups
text box, type GLOBAL\Central and click OK.
- Navigate to the Central Administration page and select the
System Settings tab.
- Under E-Mail and Text Messages (SMS), click the Configure
outgoing e-mail settings link.
- For Outbound SMTP Server, type dc.ourglobalcompany.com
- For From address, type administrator@ourglobalcompany.com
- For Reply-to address, type
administrator@ourglobalcompany.com and click OK.
- Choose GLOBAL\Administrator→Sign Out, and then click Yes.
Configure the SharePoint Environment
Follow these steps to configure the SharePoint environment:
-
Log in as GLOBAL\Administrator.
-
Create the Our Global Company subsite.
- Start Internet Explorer.
- In the Address bar, type http://wss and press
Enter.
- Click the All Site Content link.
- Click Create.
- Under Pages and Sites, click the Sites And Workspaces
link.
- For Title, type Our Global Company
- For Description, type Our Global Company's SharePoint site
- For URL name, type global
- In the Permissions section, select the Use unique
permissions option.
- Click Create.
- On the Set Up Groups for this Site page, under Visitors to
this site, select Create a new group, and assign user01 as
the visitor and and central, user01 to user12 as the owners of the
site.
-
On the course CD-ROM, open the 084_697 folder. Then, open the Data folder.
Run the 084697dd.exe self-extracting file located within. This will install a
folder named 084697Data on your C drive. This folder contains all the setup
and data files that you will use to complete this course.
-
Upload C:\084697Data\Setup\Welcome.docx to the Our Global Company >
Shared Documents library.
-
Create the EFC Status Reports document library.
- Choose Site Actions→New Document Library.
- For Name, type EFC Status Reports
- For Description, type For storing project status reports
- If necessary, for Document Template, select Microsoft Word
Document.
- Click Create.
-
Create the Review document library.
- Choose Site Actions→New Document Library.
- For Name, type Review
- For Description, type Documents for internal review
- For Document Version History, click Yes.
- If necessary, for Document Template, select Microsoft Word
Document.
- Click Create.
- Upload the files C:\084697Data\Setup\EFC Draft Implementation
Plan##.docx to this library. For Version Comments, type Original
draft
-
Create the Team Pictures picture library.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Libraries, click Picture Library.
- For Name, type Team Pictures
- For Description, type Photos of the Global/EFC team
- Click Create.
-
Create the Our Global Wiki wiki page library.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Libraries, click Wiki Page Library.
- For Name, type Our Global Wiki
- For Description, type Our Global Company documentation in wiki
format
- Click Create.
- Click Our Global Wiki.
- Click the Edit button.
- At the end of the text, press Enter two times, type
Contents and press Enter.
- 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.
-
Create the Our Global Blog web blog.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Pages and Sites, click Sites And Workspaces.
- For Title, type Our Global Blog
- For Description, type Web log for Our Global Company
- For URL name, type blog.
- For Template Selection, select Blog.
- In the Permissions section, select the Use unique
permissions option.
- Click Create.
- On the Set Up Groups for this Site page, select Create a new
group and assign user01 as the visitor and add user06 and
central as the members and owners of the site.
Note: Specific users are assigned specific permissions
throughout the course to perform certain activities.
-
Create a post in the Our Global Blog page.
- On the right side of the Our Global Blog page, under Blog
Tools, click Create a post.
- For Title, type Introduction to Our Global Blog
- 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 two
times 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.
- Scroll down and click Publish.
-
Create the Managers and Site Owners discussion board.
- Navigate to Team Site > Our Global Company.
- Choose Site Actions→View All Site Content. Click Create.
- Under Communications, click Discussion Board.
- For Name, type Managers and Site Owners
- For Description, type Restricted discussion board
- Click Create.
- On the List tab, in the Settings group, click List
Settings.
- In the Permissions and Management section, click the
Permissions for this discussion board link.
- On the Permission Tools tab, click Stop Inheriting
Permissions.
- On the Message from webpage message box, click OK.
- Click Grant Permissions.
- Check Our Global Company Visitors and Our Global Company
Members.
- Click Remove User Permissions.
- Click OK.
- Choose Welcome→Request Access.
- Click Send Request.
-
Create a Welcome message in the Managers and Site Owners discussion
board.
- Click Go back to site.
- In the Managers and Site Owners discussion board, click the
Add new discussion link.
- For Subject, type Welcome to the Managers and Site Owners
Discussion Board.
- 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.
- Click Save.
-
Create a Welcome message in the Team Discussions discussion list.
- On the Quick Launch bar, click Team Discussion.
- Click the Add new discussion link.
- For Subject, type Welcome!
- 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.
- Click Save.
-
Add the Corporate Website link to the Our Global Company
page.
- On the Our Global Company page, choose Site Actions→View All
Site Content.
- Click Create.
- Under Tracking, click Links.
- Under Name, type Site Links
- Under Description, type Site Links
- Click Create.
- Click Add new link.
- For URL, in the Type the Web address text box, type
http://www.ourglobalcompany.com
- For Type the description, type Corporate website
- Click Save.
-
Configure permissions for student access to the SharePoint environment.
- Navigate to the Team site.
- Select the Home tab.
- Choose Site Actions→Site Settings.
- Under Users And Permissions, click the People and groups
link.
- On the People And Groups - Team Site Members page, click
New→Add Users.
- Click the Browse icon.
- In the Find box, type user and click the Search
icon.
- Select user01 through user12 and click Add.
- Click OK.
- For Personal Message, type Welcome to SharePoint. As a team
site member, you can view, add, update, and delete items throughout the team
site.
- Click OK.
-
Configure permissions for instructor access to the SharePoint environment.
- Choose Site Actions→Site Settings.
- Under Users And Permissions, click the People and groups
link.
- On the Quick Launch bar, click Team Site Owners.
- On the People And Groups: Team Site Owners page, click
New.
- Type central
- Click OK.
- Choose GLOBAL\Administrator→Sign Out, and then click Yes.
Create and Share the Backup Folder
-
On the Windows Server 2008 machine, create a folder Backup and
enable sharing for Everyone.
-
Give Co-owner permission to Everyone.
Enable Incoming EMail Settings in Central Administration
-
On the Windows Server 2008 machine, login as Administrator and
choose Start→All Programs→Microsoft SharePoint 2010 Products→SharePoint
2010 Central Administration.
-
Select the System Settings tab.
In the E-Mail and Text Messages (SMS) section, click the
Configure incoming e-mail settings link.
-
In the Enable Incoming E-Mail section, under Enable sites on this
server to receive e-mail, select Yes.
-
If necessary, in the Incoming E-Mail Server Display Address section,
in the E-mail server display address text box, type
dc.ourglobalcompany.com
In the E-mail drop folder text box, type
C:\inetpub\mailroot\drop
-
Click OK.
Create and Share the Sites Folder
-
On the Windows Server 2008 machine, create a folder Sites under the
Backup folder and enable sharing for Everyone.
-
Give the Co-owner permission to Everyone.
Create Site Collections in Microsoft SharePoint Foundation
-
Create the hr site collection.
- On the Windows Server 2008 machine, login as Administrator and
choose Start→All Programs→Microsoft SharePoint 2010 Products→SharePoint
2010 Central Administration.
- On the Application Management page, in the Site
Collections section, click the Create site collections link.
- On the Create Site Collection page, in the Title and
Description section, in the Title text box, type Human
Resource
- In the Title and Description section, in the Description
text box, type Human Resource site collection
- In the Web Site Address section, in the URL text box, type
hr
- In the Primary Site Collection Administrator section, in the
User name text box, type user06 and press Enter.
- In the Secondary Site Collection Administrator section, in the
User name text box, type GLOBAL\Administrator and press
Enter.
- Scroll down and click OK.
- Click OK.
- Access the http://wss/sites/hr site and choose Site Actions→Site
Settings.
- In the Users and Permissions section, click the Site
collection administrators link, and add the user central,
mcalla, rbaker, bwheeler, and user01 to
user12 as site collection administrators.
-
Create the finance site collection.
- On the Central Administration site, on the Application
Management page, in the Site Collections section, click the
Create site collections link.
- On the Create Site Collection page, in the Title and
Description section, in the Title text box, type Finance
- In the Title and Description section, in the Description
text box, type Finance site collection
- In the Web Site Address section, in the URL text box, type
finance
- In the Primary Site Collection Administrator section, in the
User name text box, type user06 and press Enter.
- In the Secondary Site Collection Administrator section, in the
User name text box, type GLOBAL\Administrator and press
Enter.
- Click OK two times.
- Access the http://wss/sites/finance site and choose Site Actions→Site
Settings.
- In the Users and Permissions section, click the Site
collection administrators link, and add the user central,
rbaker, mcalla, and bwheeler, user01 to user12 as
site collection administrators.
-
Create the corcom## site collection.
Note: ## represents the individual numbers assigned to students
in the classroom, such as 01-12. While creating the Corcom## site collection,
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.
- On the Central Administration site, on the Application
Management page, in the Site Collections section, click the
Create site collections link.
- On the Create Site Collection page, in the Title and
Description section, in the Title text box, type Corporate
Communications Site Collection
- In the Title and Description section, in the Description
text box, type Corporate Communications Site Collection
- In the Web Site Address section, in the URL text box, type
corcom##
- In the Primary Site Collection Administrator section, in the
User name text box, type user06 and press Enter.
- In the Secondary Site Collection Administrator section, in the
User name text box, type GLOBAL\Administrator and press
Enter.
- Click OK two times.
- Access the http://wss/sites/corcom## site and choose Site
Actions→Site Settings.
- In the Users and Permissions section, click the Site
collection administrators link, and add the user central,
rbaker, mcalla, and bwheeler, user01 to user12 as
site collection administrators.
-
In the Our Global Company team site, add new links.
- On the Our Global Company team site, in the Lists section,
click Site Links.
- Click the add new link link.
- In the URL section, in the Type the Web address text box,
type http://wss/sites/finance
- In the URL section, in the Type the description text box,
type Finance Site Collection
- Click Save.
- On the Our Global Company team site, in the Lists section,
click Site Links.
- Click the add new link link.
- In the URL section, in the Type the Web address text box,
type http://wss/sites/hr
- In the URL section, in the Type the description text box,
type Human Resource Site Collection
- Click Save.
Create a Product Library## Document Library on the Human Resource Site
Collection
-
Navigate to the Human Resource site collection.
-
Choose Site Actions→New Document Library.
-
On the New page, in the Name text box, type Product
Library##
-
In the Description text box, type Product Library
-
In the Document Template section, from the Document Template
drop-down list, select the Microsoft Excel 97–2003 spreadsheet option.
-
Click Create.
Create an Interview Feedback## Document Library on the Human Resource Site
Collection
-
Navigate to the Human Resource site collection.
-
Choose Site Actions→New Document Library.
-
On the New page, in the Name text box, type Interview
Feedback##
-
In the Description text box, type Interview feedback for the post
of HR executive
-
In the Document Template section, from the Document Template
drop-down list, select the Microsoft Excel 97–2003 spreadsheet option.
-
Click Create.
-
On the Interview Feedback## page, select the Documents tab.
Click New Folder.
-
On the New Folder dialog box, in the Name text box, type
Documents on Interview Feedback## and click Save.
-
On the Interview Feedback## page, click the Documents on
Interview Feedback## folder icon.
-
Upload the Interviewers Feedback.xlsx, List of candidates selected.xlsx,
and List of Colleges.xlsx documents from the C:\084697Data\Managing
Document Libraries folder.
Create an HR Review Meeting## Document Library on the Human Resource Site
Collection
-
Navigate to the Human Resource site collection.
-
Choose Site Actions→New Document Library.
-
On the New page, in the Name text box, type HR Review
Meeting##
-
In the Description text box, type HR review meeting
-
In the Document Template section, from the Document Template
drop-down list, select the Microsoft Excel 97–2003 spreadsheet option.
-
Click Create.
Create the Recruitment Subsite.
-
Create the Recruitment subsite.
- Access the Human Resource site collection.
- Choose Site Actions→New Site.
- For Title, type Recruitment
- For Description, type Recruitment subsite
- For URL name, type recruitment
- In the Permissions section, select the Use unique
permissions option.
- Click Create.
- On the Set Up Groups for this Site page, in the Visitors to
this Site section, select Create a new group and assign
user02 as the visitor and add user07 as a member and also add
mcalla, GLOBAL\Administrator, rbaker, bwheeler,
and central, user01 to user12 as owners of the site.
- Click OK.
-
On the Recruitment subsite, create the Resume Database##
document library.
- Access the Recruitment subsite.
- Choose Site Actions→New Document Library.
- For Name, type Resume Database##
- For Description, type Document repository for Resumes
- For Document Version History, click Yes.
- For Document Template, select Microsoft Word Document.
- Click Create.
- Upload the file C:\084697Data\Setup\Jeff Pike.resume.doc to this
library. For Version Comments, type Original draft.
- Upload the file C:\084697Data\Setup\Jay Adams.doc to this library. For
Version Comments, type Original draft.
- Upload the file C:\084697Data\Setup\Jim Hance.doc to this library. For
Version Comments, type Original draft.
-
On the Recruitment subsite, create the Policy## document
library.
- Access the Recruitment subsite.
- Choose Site Actions→New Document Library.
- For Name, type Policy##
- For Description, type Resignation Policy
- For Document Version History, click Yes.
- For Document Template, select Microsoft Excel 97–2003
spreadsheet.
- Click Create.
-
On the Recruitment subsite, create the Employee Lists## list.
- Access the Recruitment subsite.
- Click the Lists link.
- Under All Site Content, click Create.
- Under Custom Lists, click Custom List.
- For Name, type Employee Lists##
- For Description, type Employee Lists
- Click Create.
- Access the Employee Lists## list and click Add new item.
- In the Title section, type Our Global Company Employee
List.
- Click Attach File and upload the file
C:\084697Data\Setup\Employee List of Our Global Company.docx to this list.
- Click Attach File and upload the file C:\084697Data\Setup\Draft
Employee List of Our Global Company.docx to this list.
- Click Save.
-
On the Recruitment subsite, create the Confirmed Employees##
list.
- Access the Recruitment subsite.
- Click the Lists link.
- Under All Site Content, click Create.
- Under Custom Lists, click Custom List.
- For Name, type Confirmed Employees##
- For Description, type Name and profiles of confirmed
employees
- Click Create.
- Access the Confirmed Employees## list, and click the Add new
item link.
- In the Title section, type Confirmed Employees of Our Global
Company.
- Click Attach File and upload the file
C:\084697Data\Setup\Confirmed Employee List of Our Global Company.docx to
this list.
- Click Attach File and upload the file C:\084697Data\Setup\Draft
Confirmed Employee List of Our Global Company.docx to this list.
- Click Save.
-
Create the Employees and Managers## discussion board.
- Access the Recruitment subsite.
- Choose Site Actions→View All Site Content. Click Create.
- Under Communications, click Discussion Board.
- For Name, type Employees and Managers##
- For Description, type Discussion Board for employees and
managers
- Scroll down and click Create.
-
Create the Internal Job Openings announcement.
- Access the Recruitment subsite.
- Choose Site Actions→View All Site Content. Click Create.
- Under Communications, click Announcements.
- For Name, type Internal Job Openings
- For Description, type Announcement Board for internal job
openings
- Click Create.
- Access the Internal Job Openings announcement and click the
Add new announcement link.
- In the Title section, type Internal Job Opening
- In the Body section, type Project Leads Required!
- Click Save.
-
Create the Employee Referral Scheme announcement.
- Access the Recruitment subsite.
- Choose Site Actions→View All Site Content. Click Create.
- Under Communications, click Announcements.
- For Name, type Employee Referral Scheme
- For Description, type Announcement Board for Employee Referral
Scheme
- Click Create.
- Access the Employee Referral Scheme announcement and click the
Add new announcement link.
- In the Title section, type Exciting Employee Referral
Scheme
- In the Body section, type Please refer your candidate and
enjoy exciting perks.
- Click Save.
-
On the Recruitment subsite, create the New Candidate
Application## form library.
- Access the Recruitment subsite.
- Choose Site Actions→View All Site Content. Click Create.
- Under Libraries, click Form Library.
- For Name, type New Candidate Application##
- For Description, type InfoPath form for new candidate
- For Document Version History, click Yes.
- If necessary, for Document Template, select Microsoft InfoPath
form.
- Click Create.
- Upload the file C:\084697Data\Setup\Pica Gudio.xml to this library. For
Version Comments, type Original draft.
- Upload the file C:\084697Data\Setup\Jay Adams.xml to this library. For
Version Comments, type Original draft.
- Upload the file C:\084697Data\Setup\Don Hall.xml to this library. For
Version Comments, type Original draft.
- Upload the file C:\084697Data\Setup\Jim Hance.xml to this library. For
Version Comments, type Original draft.
-
Add the Employee Lists01 list as a web part.
- Access the Recruitment subsite.
- Choose Site Actions→Edit Page.
- Select the Insert tab. In the Web Part group, click Web
Part.
- In the Lists and Libraries section, select the Employee
Lists01 option and click Add.
- Click Save & Close.
Create the Benefits and Compensation Subsite.
-
Create the Benefits and Compensation subsite.
- Access the Human Resource site collection.
- Choose Site Actions→New Site.
- For Title, type Benefits and Compensation
- For Description, type Benefits and Compensation subsite
- For URL name, type bc
- In the Permissions section, select the Use unique
permissions option.
- Click Create.
- On the Set Up Groups for this Site page, in the Visitors to
this Site section, select Create a new group and assign
user03 as the visitor and add user08 as a member and also add
rbaker, mcalla, GLOBAL\Administrator, bwheeler,
and central, user01 to user12 as owners of the site.
- Click OK.
-
On the Benefits and Compensation subsite, create the Work
Environment## document library.
- Access the Benefits and Compensation subsite.
- Choose Site Actions→New Document Library.
- For Name, type Work Environment##
- For Description, type Work Environment documents
- For Document Version History, click Yes.
- For Document Template, select Microsoft® Excel
spreadsheet.
- Click Create.
- Upload the file C:\084697Data\Setup\Work Environment Sheet1.xlsx to this
library. For Version Comments, type Original draft.
- Upload the file C:\084697Data\Setup\Work Environment Sheet2.xlsx to this
library. For Version Comments, type Original draft.
-
On the Benefits and Compensation subsite, create the Benefits
Library## document library.
- Access the Benefits and Compensation subsite.
- Choose Site Actions→New Document Library.
- For Name, type Benefits Library##
- For Description, type Benefits Library documents
- For Document Version History, click Yes.
- For Document Template, select Microsoft Word document.
- Click Create.
- Upload the file C:\084697Data\Setup\Benefits Library.doc to this
library. For Version Comments, type Original draft.
- Upload the file C:\084697Data\Setup\Draft Benefits Library.doc to this
library. For Version Comments, type Original draft.
-
On the Benefits and Compensation subsite, create the HR Committee
Meetings list.
- Access the Benefits and Compensation subsite.
- Click the Lists link.
- Under All Site Content, click Create.
- Under Custom Lists, click Custom List.
- For Name, type HR Committee Meetings
- For Description, type HR Committee Meetings
- Click Create.
- Access the HR Committee Meetings announcement and click the
Add new item link.
- In the Title section, type HR Committee Meetings
Participants
- Click Attach File and from the C:\084697Data\Setup folder, attach
the List of Participants in HR Committee Meetings-October 2007.docx file.
- Click Save.
-
On the Benefits and Compensation subsite, create the Compensation
Review Task list.
- Access the Benefits and Compensation subsite.
- Click the Lists link.
- Under All Site Content, click Create.
- Under Custom Lists, click Custom List.
- For Name, type Compensation Review Task
- For Description, type Compensation Review Task
- Click Create.
- Access the Compensation Review Task announcement and click the
Add new item link.
- In the Title section, type Compensation Review Task
- Click Attach File and from the C:\084697Data\Setup folder,
attach the Employee List of Our Global Company.docx file.
- Click Save.
-
Create the Employees and Managers discussion board.
- Access the Benefits and Compensation subsite.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Communications, click Discussion Board.
- For Name, type Employees and Managers
- For Description, type Discussion Board for employees and
managers
- Click Create.
-
Create the Employee of the Month announcement.
- Access the Benefits and Compensation subsite.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Communications, click Announcements.
- For Name, type Employee of the Month
- For Description, type Employee of the Month
- Click Create.
- Access the Employee of the Month announcement and click the
Add new announcement link.
- In the Title section, type Employee of the Month
- In the Body section, type Haas, Jonathan
- Click Save.
-
Create the Holiday Benefits announcement.
- Access the Benefits and Compensation subsite.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Communications, click Announcements.
- For Name, type Holiday Benefits
- For Description, type Holiday Benefits
- Click Create.
- Access the Holiday Benefits announcement and click the Add new
announcement link.
- In the Title section, type Holiday Benefits
- In the Body section, type Holiday benefits coming soon. Watch
this space!
- Click Save.
Create the Budget Subsite
-
Create the Budget subsite.
- Access the Finance site collection.
- Choose Site Actions→New Site.
- For Title, type Budget
- For Description, type Budget subsite
- For URL name, type budget
- In the Permissions section, select the Use unique
permissions option.
- Click Create.
- On the Set Up Groups for this Site page, in the Visitors to
this Site section, select Create a new group and assign
user04 as the visitor and add user09 as a member and also add
schandler, rbaker, mcalla, GLOBAL\Administrator,
bwheeler, and central, user01 to user12 as owners of the
site.
- Click OK.
-
On the Budget subsite, create the Purchase Budget Library##
document library.
- Access the Budget subsite.
- Choose Site Actions→New Document Library.
- For Name, type Purchase Budget Library##
- For Description, type Purchase Budget Library
- For Document Version History, click Yes.
- For Document Template, select Microsoft Word document.
- Click Create.
-
On the Budget subsite, create the Cash Budget Library##
document library.
- Access the Budget subsite.
- Choose Site Actions→New Document Library.
- For Name, type Cash Budget Library##
- For Description, type Cash Budget Library
- For Document Version History, click Yes.
- For Document Template, select Microsoft Word document.
- Click Create.
-
On the Budget subsite, create the Purchase List list.
- Access the Budget subsite.
- Click the Lists link.
- Under All Site Content, click Create.
- Under Custom Lists, click Custom List.
- For Name, type Purchase List
- For Description, type Purchase List
- Click Create.
-
On the Budget subsite, create the Orders List list.
- Access the Budget subsite.
- Click the Lists link.
- Under All Site Content, click Create.
- Under Custom Lists, click Custom List.
- For Name, type Orders List
- For Description, type Orders List
- Click Create.
-
On the Budget subsite, create the Category## list.
- Access the Budget subsite.
- Click the Lists link.
- Under All Site Content, click Create.
- Under Custom Lists, click Custom List.
- For Name, type Category##
- For Description, type Business Venture Category
- Click Create.
-
Create the Document Category and the Document Type columns.
- On the Category## list, select the List tab and in the
Settings group, click List Settings.
- On the List Settings page, in the Columns section, click
the Create column link.
- On the Create Column page, in the Name and Type section,
in the Column Name text box, type Document Category
- Click OK.
- On the List Settings page, in the Columns section, click
the Create column link.
- On the Create Column page, in the Name and Type section,
in the Column Name text box, type Document Type
- Click OK.
-
Add items to the Category## list.
- On the Category## page, click the Add new item link.
- In the Title text box, type Sales
- In the Document Category text box, type New Venture
- In the Document Type text box, type JV where “JV”
represents the term Joint Venture.
- Click Save.
- On the Category## page, click the Add new item link.
- In the Title text box, type Production
- In the Document Category text box, type JV
- In the Document Type text box, type JV
- Click Save.
-
On the Budget subsite, create the Repository## list.
- Access the Budget subsite.
- Click the Lists link.
- Under All Site Content, click Create.
- Under Custom Lists, click Custom List.
- For Name, type Repository##
- For Description, type Business Repository
- Click Create.
-
Create the Organization, Document Type, and the Number of
Documents columns.
- On the Repository## list, select the List tab, and in the
Settings group, click List Settings.
- On the List Settings page, in the Columns section, click
the Create column link.
- On the Create Column page, in the Name and Type section,
in the Column Name text box, type Organization
- Click OK.
- On the List Settings page, in the Columns section, click
the Create column link.
- On the Create Column page, in the Name and Type section,
in the Column Name text box, type Document Type
- Click OK.
- On the List Settings page, in the Columns section, click
the Create column link.
- On the Create Column page, in the Name and Type section,
in the Column Name text box, type Number of Documents
- Click OK.
-
Add items to the Repository## list.
- On the Repository## page, click the Add new item link.
- In the Title text box, type JV
- In the Organization text box, type OGC
- In the Document Type text box, type JV
- In the Number of Documents text box, type 10
- Click Save.
- On the Repository## page, click the Add new item link.
- In the Title text box, type EFC
- In the Organization text box, type EFC
- In the Document Type text box, type JV
- In the Number of Documents text box, type 5
- Click Save.
-
Create the Orders and Purchases Discussion Board discussion board.
- Access the Budget subsite.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Communications, click Discussion Board.
- For Name, type Orders and Purchases
- For Description, type Discussion Board for Orders and
Purchases
- Click Create.
-
Create the Purchase List Announcements announcement.
- Access the Budget subsite.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Communications, click Announcements.
- For Name, type Purchase List Announcements
- For Description, type Purchase List Announcements
- Click Create.
-
Create the List of New Suppliers announcement.
- Access the Budget subsite.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Communications, click Announcements.
- For Name, type List of New Suppliers
- For Description, type List of New Suppliers
- Click Create.
Create the Profitability Ratios Subsite.
-
Create the Profitability Ratios subsite.
- Access the Finance site collection.
- Choose Site Actions→New Site.
- For Title, type Profitability Ratios
- For Description, type Profitability Ratios subsite
- For URL name, type pr
- In the Permissions section, select the Use unique
permissions option.
- Click Create.
- On the Set Up Groups for this Site page, in the Visitors to
this Site section, select Create a new group and assign
user05 as the visitor and add user01 as a member and also add
bwheeler, rbaker, GLOBAL\Administrator, mcalla,
and central, user01 to user12 as owners of the site.
- Click OK.
-
On the Profitability Ratios subsite, create the Monthly Turnover
Reports document library.
- Access the Profitability Ratios subsite.
- Choose Site Actions→New Document Library.
- For Name, type Monthly Turnover Reports
- For Description, type Monthly Turnover Reports
- For Document Version History, click Yes.
- For Document Template, select Microsoft Word document.
- Click Create.
-
On the Profitability Ratios subsite, create the Equity
Holders document library.
- Access the Profitability Ratios subsite.
- Choose Site Actions→New Document Library.
- For Name, type Equity Holders
- For Description, type Equity Holders
- For Document Version History, click Yes.
- For Document Template, select Microsoft Word document.
- Click Create.
-
On the Profitability Ratios subsite, create the Preference
Holders document library.
- Access the Profitability Ratios subsite.
- Choose Site Actions→New Document Library.
- For Name, type Preference Holders
- For Description, type Preference Holders
- For Document Version History, click Yes.
- For Document Template, select Microsoft Word document.
- Click Create.
-
On the Profitability Ratios subsite, create the Sales Books
List list.
- Access the Profitability Ratios subsite.
- Click the Lists link.
- Under All Site Content, click Create.
- Under Custom Lists, click Custom List.
- For Name, type Sales Books List
- For Description, type Sales Books List
- Click Create.
-
On the Profitability Ratios subsite, create the Cash Books
List list.
- Access the Profitability Ratios subsite.
- Click the Lists link.
- Under All Site Content, click Create.
- Under Custom Lists, click Custom List.
- For Name, type Cash Books List
- For Description, type Cash Books List
- Click Create.
-
Create the Stakeholders' Discussion Board discussion board.
- Access the Profitability Ratios subsite.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Communications, click Discussion Board.
- For Name, type Stakeholders' Discussion Board
- For Description, type Stakeholders' Discussion Board
- Click Create.
-
Create the Quarterly Profit announcement.
- Access the Profitability Ratios subsite.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Communications, click Announcements.
- For Name, type Quarterly Profit
- For Description, type Quarterly Profit
- Click Create.
-
Create the E.P.S. (Earnings Per Share) announcement.
- Access the Profitability Ratios subsite.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Communications, click Announcements.
- For Name, type E.P.S. (Earnings Per Share)
- For Description, type E.P.S. (Earnings Per Share)
- Click Create.
Create the Q4 Audit## Project Task List on the Finance Site Collection
-
Need top-level step.
- Access the Finance site collection.
- Choose Site Actions→View All Site Content.
- Click Create.
- Under Tracking, click Project Tasks.
- For Name, type Q4 Audit##
- For Description, type Q4 Audit Project Task List
- Click Create.
- On the Items tab, in the New group, click New Item.
- In the Title text box, type Q4 Audit Deadline
- In the Assigned To text box, type mcalla and press
Enter.
- In the Start Date text box, type 10/01/2010
- In the Due Date text box, type 12/31/2010
- Click Save.
Create Instructor and Student Computers
Follow these steps to create instructor and student computers:
-
Install Windows XP Professional with the following parameters:
- Computer Name:
- Students: computer 01 through computer 12
- Instructor: central
- If there are more than twelve students taking the course, install the
clients based on the number of students taking the course and substitute
the computer name based on the number of students taking the course.
- Administrator Password: !Pass1234
- Domain: ourglobalcompany.com
- IP Address:
- Students: 192.168.1.1 through 192.168.1.12
- Instructor: 192.168.1.101
- If there are more than twelve students taking the course, substitute
the IP address based on the number of students taking the course.
- Subnet Mask: 255.255.255.0
- Default Gateway: 192.168.1.200
- Preferred DNS Server: 192.168.1.200
-
Perform a typical installation of Internet Explorer 8.0.
-
Install and activate Microsoft Office 2010 Professional Plus.
-
On the course CD-ROM, open the 084_697 folder. Then, open the Data folder.
Run the 084697dd.exe self-extracting file located within. This will install a
folder named 084697Data on your C drive. This folder contains all the setup
and data files that you will use to complete this course.
-
Log on to the GLOBAL domain as user## (password !Pass1234).
-
Set the Internet Explorer home page to http://wss/default.aspx.
- Start Internet Explorer.
- Choose Tools→Internet Options.
- In the Home Page section, for Address, type
http://wss/default.aspx and click OK.
- Close Internet Explorer.
-
Configure Microsoft Office Outlook 2010 on all student computers for the
user name matching the student number and for the users user06, mcalla, and
bwheeler.
- Open Microsoft Office Outlook 2010.
- In the Outlook 2010 Startup wizard, click Next.
- Click Next.
- Verify that the correct email address is displayed and click
Next.
- Verify that Internet e-mail is selected and click Next.
- In the User Information section, enter the user name and email
address information.
- In the Server Information section, enter the incoming and
outgoing mail servers as dc.ourglobalcompany.com
- In the Logon Information section, enter the user name and
password.
- If necessary, click Test Account Settings.
- Click Close.
- Click Next.
- Click Finish.
- Click OK.
- Restart Microsoft Office Outlook 2010.
- When prompted to synchronize RSS feeds, click Yes.
- When prompted about Desktop Search, check Do not show this message
again, and click No.
- Log off.
-
Install Microsoft .NET Framework 3.5 SP1.
- Download or copy the Microsoft .NET Framework 3.5 sp1 setup file to the
computer. You can place it in a folder such as Software on the hard
drive.
- In Windows Explorer, navigate to the location of the Microsoft .NET
Framework 3.5 sp1 setup file, and double-click the file name.
- Click Run.
- Check the I have read and accept the terms of the licensing
agreement check box.
- Click Install.
- If necessary, provide the Internet connection.
- If necessary, click the icon on the taskbar to monitor the installation.
- When the installation is complete, click Exit.
-
On the instructor machine, from the InfoPath application,
publish the NewCandidateApplicationForm.xsn form
template in the New Candidate Application form library from
the C:\084697Data\Setup\ folder.
- Choose Start→All Programs→Microsoft
Office→Microsoft InfoPath Designer 2010.
- Choose File→Open.
- In the Open in Design Mode dialog
box, navigate to the C:\084698Data\Documents folder and open the NewCandidateApplicationForm form template.
- If necessary, in the message box click OK.
- Choose File→Publish.
- In the Publish section,
click the SharePoint Server button.
- In the Save As dialog box,
click Save.
- In the Publishing Wizard,
in the Enter the location of your SharePoint or InfoPath
Forms Services site text box, type http://wss/sites/hr/recruitment and
click Next.
- In the Publishing Wizard,
under What do you want to create or modify,
verify that the Form Library option is
selected and click Next.
- Under What do you want to do,
select Update the form template in an existing form
library.
- In the Form library to update section,
select New Candidate Application and click Next.
- In the Publishing Wizard,
click Next.
- In the Publishing Wizard,
verify the form information and click Publish.
- In the Publishing Wizard,
check the Open this form library check
box and click Close.
Install Microsoft Office SharePoint Designer 2010
-
On the instructor machine, install the Microsoft Office SharePoint Designer
2010 application.
-
Perform the installation accepting the default
settings.