Microsoft® Windows® SharePoint® Designer 2010: Level 1

Requirements

Hardware Requirements

You will need two servers for the classroom, plus one client computer for each student 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 setup section in this 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 the Data\Interactives folder on the CD-ROM that shipped with this course to practice the activities.

Note: Please note that an actual production environment would require at least twice as much available RAM and additional free disk space for day-to-day operations.

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

Platform Requirements

Software Requirements

Domain Controller/Mail Server

The following software is required for the server that will be used as the classroom domain controller and mail server.

Note: This setup uses Windows Server 2003 as the operating system for the Domain Controller/Mail Server because with Windows Server 2003 you can use the built-in POP3 service for your mailboxes. You can also set up the Domain Controller/Mail Server on a Windows Server 2008 machine, but in that case you will also need to install and configure Exchange Server as well.

Software Requirements

SharePoint Foundations Server

The following software is required for the computer that will be used as the SharePoint Foundations server.

Software Requirements

Student and Instructor Client Computers

The following software is required for the client computers:

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

Setup Instructions

Since the class setup requirements for this course are complex, simulations are provided for all the activities in the course. If you choose to, you can run the simulations provided to perform the activities in class or to review after class. A detailed description of the required setup is also provided for your reference, and for your use if you prefer to create a live environment for the class.

Note: You can run the simulations 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:\084699Data\Simulations folder and double-clicking the appropriate executable (EXE) file located in the appropriate activity folder.

Note: If you choose to, you can evaluate your understanding of a particular lesson by taking the assessment provided in the CD-ROM. To launch the assessment, on the screen, click the Assessment button and choose the respective lesson.

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

Create the Domain Controller/Mail Server

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

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

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

     

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

  3. Configure the network settings.

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

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

    4. 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. Verify that Application Server is checked, and 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.
    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. Choose Start→Run.
    2. Type dcpromo and press Enter.
    3. In the Active Directory Installation wizard, click Next twice.
    4. Verify that Domain Controller For A New Domain is selected and click Next.
    5. Verify that Domain In A New Forest is selected and click Next.
    6. For Domain Name, type ourglobalcompany.com and click Next.
    7. For Domain Default NetBIOS Name, type GLOBAL and click Next.
    8. To accept the default database locations and Shared System Volume, click Next twice.
    9. 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.
    10. Verify that Permissions Compatible Only With Windows 2000 Or Windows Server 2003 Operating Systems is selected, and click Next.
    11. For the Restore Mode Password, enter and confirm !Pass1234 and click Next.
    12. Review the settings, and click Next.
    13. Click Finish and then click Restart Now.
    14. 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 and click OK.
    5. Select DC and click New Domain.
    6. For Domain Name, type ourglobalcompany.com and click OK.
    7. Expand DC, and click ourglobalcompany.com.
    8. Click Add Mailbox, type administrator and click OK.
    9. If necessary, in the POP3 Service information box, check Do Not Show This Message Again, and click OK.
    10. Close the POP3 Service Management Console.

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

    User's Display Name Password Email Address
    central  !Pass1234  central@ourglobalcompany.com 
    user01 through user12 (or as many as required)  !Pass1234  user01@ourglobalcompany.com through user12@ourglobalcompany.com (or as many as required) 
    Susan Young  !Pass1234  syoung@ourglobalcompany.com 
    Bob Wheeler  !Pass1234  bwheeler@ourglobalcompany.com 
    Maria Miller  !Pass1234  mmiller@ourglobalcompany.com 

     

  9. Create mailboxes for all users.

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

Install Windows Server 2008

    Follow these steps to install Windows Server 2008 on the computer that will be used as the SharePoint Foundations server.

  1. Install Microsoft Windows Server 2008, Standard or Enterprise Edition.

  2. Install Windows Server 2008 Service Pack 2. When prompted, restart the computer and log on as GLOBAL\Administrator.

  3. Choose Start→Control Panel→Network and Sharing Center.

  4. In the Tasks section, click the Manage network connection link.

  5. Right-click Local Area Connection and choose Properties.

  6. Select Internet Protocol Version 4 (TCP/IPv4).

  7. Click Properties.

  8. Select the Use the following IP address radio button.

  9. Enter the following in the respective text boxes.

  10. Click OK.

  11. Click Close.

  12. Close the window.

  13. Right-click My Computer and choose Properties.

  14. In the Computer name, domain and workgroup settings section, click the change settings link.

  15. In the System Properties dialog box, click Change.

  16. In the Computer Name / Domain Changes dialog box, in the Computer Name text box, type OGC

  17. Click More.

  18. In the Primary DNS suffix of this computer text box, type ourglobalcompany.com and click OK.

  19. In the Computer Name / Domain Changes dialog box, in the Member of section, select the Domain radio button and, in the text box, type ourglobalcompany.com

  20. Click OK.

  21. In the Windows Security dialog box, type the username as GLOBAL\Administrator and the password as !Pass1234

  22. Click OK.

  23. In the Computer Name / Domain Changes message box, click OK.

  24. In the Computer Name / Domain Changes message box, click OK.

  25. Close all the windows.

  26. In the Microsoft Windows message box, click Restart Now.

Install SQL Server 2008 on Windows Server 2008

    Follow these steps to install install SQL Server 2008 on Windows Server 2008.

  1. Insert the SQL Server installation CD.

  2. In the SQL Server Installation Center wizard, click the Installation link.

  3. Click the New SQL Server stand-alone installation or add features to an existing installation link.

  4. In the Setup Support Rules page, click OK.

  5. In the Product key page, select the Enter the product key radio button and enter the product key.

  6. Click Next.

  7. In the Setup Support files page, click Install.

  8. In the Setup Support Rules page, click Next.

  9. In the Feature Selection page, in the Features Section, select the following options.

  10. In the Instance Configuration page, verify whether the Default instance radio button is selected and click Next.

  11. In the Instance Configuration page, verify whether the Default instance radio button is selected and click Next.

  12. In the Disk Space Requirements page, click Next.

  13. In the Server Configuration page, in the Service Accounts tab, in the SQL Server Agent row, in the Account Name column, from the drop-down list, select <<Browse>>.

  14. In the Select User, Computer or Group dialog box, click Advanced.

  15. In the Windows Security message box, type the username as GLOBAL\Administrator and password as !Pass1234and click OK.

  16. In the Select User, Computer or Group dialog box, click Find Now.

  17. From the search results, select Administrator and click OK.

  18. Click OK.

  19. In the Server Configuration page, in the Password column, type the domain administrator password.

  20. In the SQL Server Database Engine row, in the Account Name column, select Global\Administrator and type the domain administrator password.

  21. In the SQL Server Analysis Service row, in the Account Name column, select Global\Administrator and type the domain administrator password.

  22. In the SQL Server Integration Services 10.0 row, in the Account Name column, select Global\Administrator and type the domain administrator password.

  23. Click Next.

  24. In the Database Engine Configuration page, in the Authentication Mode section, select the Mixed Mode radio button.

  25. Enter and confirm the domain password.

  26. Click Add.

  27. In the Select User, Computer or Group dialog box, click Advanced.

  28. In the Windows Security message box, type the domain administrator username and password and click OK.

  29. In the Select User, Computer or Group dialog box, click Find Now.

  30. From the search results, select Administrator and click OK.

  31. Click OK.

  32. Click Next.

  33. In the Analysis Service Configuration page, click Add.

  34. In the Select User, Computer or Group dialog box, click Advanced.

  35. In the Windows Security message box, type the domain administrator username and password and click OK.

  36. In the Select User, Computer or Group dialog box, click Find Now.

  37. From the search results, select Administrator and click OK.

  38. Click OK.

  39. Click Next.

  40. In the Error and Usage Reporting page, click Next.

  41. In the Installation Rules page, click Next.

  42. In the Ready to Install page, click Install.

  43. In the Installation Progress page, click Next.

  44. In the Complete page, click Close.

  45. Close the SQL Server Installation Center window.

Install Microsoft® Windows® SharePoint® Foundation 2010 on Windows Server 2008

    Follow these steps to install Microsoft® Windows® SharePoint® Foundation 2010 on Windows Server 2008.

  1. Download the Microsoft SharePoint Foundation 2010 setup file to Microsoft Windows SharePoint Foundation.

  2. Run the SharePoint Foundation 2010 setup file.

  3. On the Microsoft SharePoint Foundation 2010 Start page, under Install, click the Install Software Prerequisites hyperlink.

  4. On the Welcome to the Microsoft SharePoint Foundation 2010 Products Preparation Tool page, click Next.

  5. The Microsoft SharePoint Products Preparation Tool installs the following prerequisites:

  6. On the License terms for software products page, check the I accept the terms of the License Agreement(s) check box and click Continue.

  7. On the Installation Complete page, click Finish.

  8. Run the SharePoint Foundation 2010 setup file.

  9. On the Microsoft SharePoint Foundation 2010 page, under Install, click the Install SharePoint Foundation hyperlink.

  10. On the Read the Microsoft Software License terms page, check the I agree the terms of the agreement check box and click Continue.

  11. In the choose the installation you want page, click Standalone.

  12. In the Run configuration Wizard page, verify that the Run the SharePoint Products Configuration Wizard Now check box is checked and click Close.

  13. In the SharePoint Products Configuration Wizard, click Next.

  14. In the SharePoint Products Configuration Wizard message box, click Yes.

  15. Click Finish.

  16. Exit Microsoft SharePoint Foundation 2010.

Configure EMail Settings in Microsoft® Windows® SharePoint® Foundation 2010

  1. Choose Start→All Programs→Microsoft SharePoint 2010 Products→SharePoint 2010 Central Administration.

  2. On the left navigation section of the page, in the Central Administration section, click the System Settings link.

  3. Under the E-Mail and Text Messages (SMS) section, click the Configure outgoing e-mail settings link.

  4. In the Outbound SMTP Server text box, type dc.ourglobalcompany.com

  5. In the From address text box, type central@ourglobalcompany.com

  6. In the Reply-to address text box, type central@ourglobalcompany.com and click OK.

  7. Under the E-Mail and Text Messages (SMS) section, click the Configure incoming e-mail settings link.

  8. Under the Enable sites on this server to receive e-mail? section, select the Yes radio button.

  9. In the E-mail server display address text box, type ourglobalcompany.com

  10. In the E-mail drop folder text box, type c:\inetpub\mailroot\drop and click OK.

  11. Click GLOBAL\Administrator→Sign Out, and then click Yes.

Create a Web Application and Site Collection for the Instructor

    To create a web application and site collection for the instructor:

  1. Choose Start→All Programs→Microsoft SharePoint 2010 Products→SharePoint 2010 Central Administration.

  2. In the Application Management section, click Manage Web Applications.

  3. To create a new web application, in the Web Applications tab, in the Contribute group, click New.

  4. In the Create New Web Application page, in the IIS Web Site section, in the Name text box, select the existing text and type OGC

  5. In the Application Pool section, in the Select a security account for this application pool section, select the Predefined radio button.

  6. Click OK.

  7. In the Application Created message box, click the Create Site Collection link.

  8. In the Title text box, type Our Global Company

  9. In the Primary Site Collection Administrator section, next to the User name text box, click Browse.

  10. In the Select People dialog box, in the Find text box, type Administrator and click Search.

  11. Select Global\administrator and click OK.

  12. In the Secondary Site Collection Administrator section, next to the User name text box, click Browse.

  13. In the Select People dialog box, in the Find text box, type central and click Search.

  14. Select Global\central and click OK.

  15. In the Create Site Collection page, click OK.

  16. In the Top Level Site Successfully Created message box, click OK.

  17. Note:

    In the Top Level Site Successfully Created message box, observe that the URL to the top level site appears. Make a note of the URL to the top level site that appears in the message box. This URL will be needed in the course activities to access the site.

Create a Web Application and Site Collection for Each Student

    To create a web application and site collection for each student:

  1. In the SharePoint 2010 Central Administration page, in the Application Management section, click Manage Web Applications.

  2. To create a new web application, in the Web Applications tab, in the Contribute group, click New.

  3. In the Create New Web Application page, in the IIS Web Site section, in the Name text box, select the existing text and type OGC1

  4. Note:

    The web application name should be unique for each student. While creating individual web applications for the students, the web application name should start from ogc1 to ogc12 (or as required).

  5. In the Application Pool section, in the Select a security account for this application pool section, select the Predefined radio button.

  6. Click OK.

  7. In the Application Created message box, click the Create Site Collection link.

  8. In the Title text box, type Our Global Company

  9. In the Primary Site Collection Administrator section, next to the User name text box, click Browse.

  10. In the Select People dialog box, in the Find text box, type Administrator and click Search.

  11. Select Global\administrator and click OK.

  12. In the Secondary Site Collection Administrator section, next to the User name text box, click Browse.

  13. In the Select People dialog box, in the Find text box, type user01 and click Search.

  14. Select Global\user01 and click OK.

  15. In the Create Site Collection page, click OK.

  16. In the Top Level Site Successfully Created message box, click OK.

  17. Note:

    In the Top Level Site Successfully Created message box, observe that the URL to the top level site appears. Make a note of the URL to the top level site that appears in the message box. This URL will be needed in the course activities to access the site. These URL's should be provided to each student.

  18. Follow steps 1–16 to create as many individual web applications and site collections as there are students in class.

Configure User Permissions for the Top Level Site of the Instructor

    In order to perform the activities in Lesson 7, site access permissions need to be provided to the following users: Susan Young, Maria Miller and Bob Wheeler. To provide them with access to the top level site of the instructor, the following steps need to be performed.

  1. Launch Internet Explorer and open the top level site created for the instructor using the URL you noted when the site was created.

  2. Click Site Actions and choose Site Permissions.

  3. In the Name column, click the OGC Owners link.

  4. Click New and choose Add Users.

  5. In the Grant Permissions dialog box, in the Users/Groups section, click the Browse button.

  6. In the Select People and Groups - Webpage Dialog dialog box, in the Find text box, type Susan and click the Search icon.

  7. Select Susan Young and click Add ->.

  8. Similarly, add the users, Bob Wheeler and Maria Miller.

  9. Click OK.

  10. In the Grant Permissions dialog box, in the Personal Message text box, type Welcome to SharePoint. As a team site member, you can view, add, update, and delete items throughout the team site and click OK.

  11. At the top-right corner of the window, click the Global\administrator drop-down list and choose Sign Out.

Set Up the Instructor and Student Computers

    Follow these steps to set up and configure the instructor and student computers:

  1. Install Windows XP Professional with the following settings.

  2. Install Windows XP Service Pack 2.

  3. Assign the user as Administrator to the local machine.

    1. Open the Computer Management console.
    2. Expand Local Users And Groups.
    3. Click Groups.
    4. Double-click Administrators.
    5. Click Add.
    6. Click Advanced.
    7. Click Find Now.
    8. Select the user name for the computer.
    9. Click OK three times.
    10. Close the Computer Management console.

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

  5. Install and activate Microsoft Windows® SharePoint Designer 2010.

  6. Install Microsoft .NET Framework 3.5 SP1 (Service Pack 1).

  7. On the course CD-ROM, run the 084699dd.exe self-extracting file located within. This will install a folder named 084699Data on your C drive. This folder contains all the setup and data files that you will use to complete this course.

  8. Configure Microsoft Office Outlook 2010 for the instructor and student systems.

    1. Log on to the GLOBAL domain at each student system as user## (password: !Pass1234) (at the instructor computer, log on as central).
    2. Open Microsoft Office Outlook 2010.
    3. In the Outlook 2010 Startup wizard, click Next.
    4. Click Next.
    5. Verify that the correct email address is displayed and click Next.
    6. If necessary, check Manually Configure Server Settings, provide the outgoing and incoming mail server names (dc.ourglobalcompany.com), and click Next.
    7. Click Next and then click Finish.
    8. Restart Microsoft Office Outlook 2010.
    9. When prompted to synchronize RSS feeds, click Yes.
    10. When prompted about Desktop Search, check Do not show this message again, and click No.
    11. Choose Actions→Junk E-mail→Junk E-mail Options.
    12. In the Junk E-mail Options dialog box, select the Safe Senders tab.
    13. Click Add and in the Add address or domain dialog box, type central@ourglobalcompany.com and click OK.
    14. In the Junk E-mail Options dialog box, click OK.
    15. Log off.

  9. Similarly, configure Microsoft Office Outlook 2010 in the instructor's computer for the following user logins: