SharePoint Project Phase 1 And 2

SharePoint SharePoint

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Marcelo SolangonMarcelo [email protected]@setfocus.com

(201) 289-2667(201) 289-2667

SetFocus SharePoint Master’s Program

Configuration and Installation

Configure Windows Server 2003 as an Application server, enable the SMTP Service, and install the .NET Framework 2.0 and .NET Framework 3.0.

Install SQL Express 2005 that will be utilized to host the SharePoint configuration and Central Administration site database.

Install WSS 3.0 with Service Pack 1 and complete the Initial configuration steps.

Configure e-mail, logging, and search. Create and configure a Shared Service Provider (SSP)

in MOSS. Enable search within PDF files.

Project Phase 1

SharePoint Central Administration

SharePoint Solution Project

Acme, Inc. – a Large Towing Services Company

Acme, Inc. Solution Portal

Project PreparationStudy Microsoft’s Best Practices for

SharePoint Object Disposal

Project Phase 1

Objectives Create a new site collection for Acme Inc. Solution Portal, a Solution Site Template

and a Developer Knowledge Base. Enable SharePoint features to provide additional functionality to a site collection.

Project Deliverables Intranet Portal will be accessible by evaluator on port 100 using windows

authentication and the BI SQL account credentials. Solution Portal site collection will be accessible by evaluator on port 100 under the

managed path /solutions/ using windows authentication and the BI SQL account credentials. Site will be accessible via the URL http://[virtual machine]/solutions.

Solution Portal contains a Developer Knowledge Base wiki. Solution Portal contains a site template to create new Solution sub-sites. Create a SharePoint Group for all Solution Managers. SharePoint features will be enabled to add additional functionality to the

Solutions site.

Project Phase 1

Milestone 1: Configure Farm and Create a New Intranet Website. Ensure all out-of-the-box Farm Features are activated. Enable Usage Analysis Processing and Logging. Enable recurring policy usage reports to run every Sunday night at 9pm. Enable Scan documents on upload. Enable Attempt to clean infected documents. Ensure Self-Service Site Creation is turned OFF. Set Search Indexer performance to Reduced. Ensure Search Based Alerts are enabled. Set Full Crawl for once a week on Sunday nights. Set Incremental Crawl to every 20 minutes. Start a Full Crawl to populate the index. Ensure user profile import is connected to Active Directory. Schedule incremental import at 2am on the 1st day of each month. Enable advanced usage analysis processing. Enable Search Query Logging. Create a New Web Application in port 100 with NTLM Authentication.

Project Phase 1

Project Phase 1

Project Phase 1

Milestone 2: Create a new Solution Site Collection Define Managed Paths. Create a new explicit inclusion called “Solutions” under the default web

Application. Create a new quota template called “Solution Quota”. Set Site Use Confirmation and Deletion. Create a new Site Collection called “Solution Portal”. Activate the Office SharePoint Server Publishing Infrastructure feature.

Milestone 3: Create Developer Knowledge Base Create a new Wiki Page Library called “Developer Knowledge Base” off

the root of the Solution Portal.

Project Phase 1

Project Phase 1

Project Phase 1

Milestone 4: Create Solution Site Template Create a new sub-site called “Solution Site Template” using the Blank Site Template

in the Home Page. Create the following Lists on the Solution Site:

A Calendar List for integration into Outlook. An Issues List to track bug and issues that need to be fixed. A Help Wiki List to provide support for end users. An Announcements List to provide news and information.

Save the site as a template in the Site Template Gallery.

Milestone 5: Create a New Solution Managers Group Create a new Group in the Solution Portal called “Solution Managers”. Give them Full

Control of the site. Add at least one user to the “Solutions Managers” group. Turn on Office SharePoint Server Publishing Infrastructure, Office SharePoint Server

Search Web Parts, and Office SharePoint Server Standard Site Collection Features of the Solutions Portal.

Project Phase 1

Project Phase 2

Objectives Create custom metadata to track information about a Solution. Setup

development environment to create and deploy SharePoint solutions to the Farm. Use Search Web Parts to display helpful information on Solutions elsewhere in the Solution Portal.

Project Deliverables Setup the development environment to create and deploy SharePoint

solutions to the Farm. Utilize a series of web parts that perform search results or display Solution

items in different portions of the site. Add a Search Results Web Part to the page that uses a fixed keyword

search for items that use the Solution Content Type. Add a Managed Property for the SiteTemplate site column. Add a new Search Scope to search on the SiteTemplate site column. Add a Keyword and Best Bet to the Site Collection.

Milestone 6: Create Solution Content Type At the root of the Solutions site collection, in the Site Collection

Site Settings, create the following site columns:

SiteName – Single line of text, required SiteUrl – Hyperlink, required SiteTemplate – Single line of text, optional SiteDescription – Single line of text, optional

Create a new Site Content Type called “Solution” inheriting from List parent and Item content type. Include the four new site columns.

Project Phase 2

Project Phase 2

Project Phase 2

Project Phase 2

Milestone 7: Setup Development Environment Configure the web.configs to allow debugging and display stack traces. Create an environment variable to stsadm on the command line and point

it to the full path of the ststadm.exe in the 12 hive. Install WSPBuilder from CodePlex.

Milestone 8: Add a Search Managed Property Perform a full search crawl - make sure solutions site collection is part of

the crawl. Create a new Managed Property. Choose the ows_SiteTemplate element

and perform another full crawl.

Project Phase 2

Project Phase 2

Milestone 9: Add “Saved” Searches to a Page Add Search Core Results Web Part to the page. Modify the Web Part to add a Fixed Keyword Query: SiteTemplate:Solution From the Results Query Options area, in the Cross-Web Part query ID

dropdown, choose any dropdown option except User Query. Create a Keyword and Best Bet for the word “Solution”.

Milestone 10: Keywords and Best Bets Add a new Search keyword titled “Solution Portal” with keyword phrase:

“solution” and Synonyms: “application;Sharepoint project;proof of concept”. Add a Best Bet with the URL: http://virtualmachinename/solutions.

Milestone 11: Enable Access from the Extranet Create a FBA database using Visual Studio and add a user account. Extend the Solution web application using the Extranet Zone for extranet

users. Allow extranet users to access the Solution Portal site from port 200 and

enable Forms Based Authentication.

Project Phase 2

Project Phase 2

Project Phase 2

Project Phase 2