Microsoft Office SharePoint Training Course

PresenterSherif Adel

Introducing MOSS 2007

• What is MOSS 2007.• SharePoint Version History.• MOSS 2007 vs. WSS 3.0.• Addressing collaborative challenges.

What is MOSS 2007.

Microsoft Office SharePoint

•Microsoft Office SharePoint Server 2007 provides a single, integrated location where employees can efficiently collaborate with team members, find organizational resources, search for experts and corporate information, manage content and workflow, and leverage business insight to make better-informed decisions.•Microsoft Office SharePoint Server 2007 is a web-based collaboration & Document Management Platform.•IIS based .•Bus Logic (Application Server Component ).•Storage (Sql server ).

What is MOSS 2007 ?

What is MOSS 2007 ?

Collaboration

•Allow teams to work together effectively, collaborate on and publish documents, maintain task lists, implement workflows, and share information through the use of wikis and blogs.

What is MOSS 2007 ?

Portals

•Create a personal MySite portal to share information with others and personalize the user experience and content of an enterprise Web site based on the user’s profile.

What is MOSS 2007 ?

Enterprise Search

•Quickly and easily find people, expertise, and content in business applications.

What is MOSS 2007 ?

Enterprise Content Management

•Create and manage documents, records, and Web content.

What is MOSS 2007 ?

Business Process and Forms.

•Create workflows and electronic forms to automate and streamline your business processes.

What is MOSS 2007 ?

Business Intelligence.

•Allow information workers to easily access critical business information, analyze and view data, and publish reports to make better-informed decisions.

What is MOSS 2007 ?

Extensibility

•1st party components.•3rd party component.

SharePoint Version History2000-2002 • Free: STS

2001

Retail: SPS 2001

2002-2003• Free:

WSS 2.0

Retail: SPS 2003

2006-2007• F

ree: WSS 3.0

Retail: MOSS 2007

Differences Between MOSS and WSS

Addressing collaborative challenges.

• Data Sharing.• “Reinventing the wheel.” – knowledgebase (FAQ, Help Desk, Wiki).

• Keeping Employee current.– Outlook, Announcement, Alerts ,Calendar.

• Team collaboration.– Task List, Blogs.

Planning for MOSS 2007Administration Levels

Tier 2 Admins(Shared Service Management, Searching, Indexing, Form, Excel Services )

Tier 3 Admins

(Site, Content Management ,Permissions, Security)

Planning for MOSS 2007MOSS Server Farm Topology

• The Physical Arrangement for the MOSS services in a Three Tier Architecture.

• First Tier: Web Front End (WFE) serves (IIS).• Second Tier: Application Server (Bus Logic) for

Indexing , Searching InfoPath form services, Excel services.

• Third Tier: SQL server.

Planning for MOSS 2007MOSS Server Farm Topology cont…

• Small Farm.– Standalone.• All tiers in one machine.• Limited to very small organizations.• Installs SQL server express.• 1GB RAM,1CPU,4GB Storage.

– Distributed Storage.• One server for SQL server database.• One server for MOSS and IIS.

Planning for MOSS 2007MOSS Server Farm Topology cont…

• Medium Farm.– Distributed WFE.• Database and Application in one server.• Two or more servers for IIS (WFE) using Network Load

Balancing (NLB) OOB with windows server 2003 and a single IP address for All WFE servers.

Planning for MOSS 2007MOSS Server Farm Topology cont…

• Large Farm.– Distributed WFE and Storage.• One or More Server for SQL server database connected

via Windows Clustering Service (WCE).• One or More Server for MOSS services you can assign

one server for Searching and Indexing and One for Excel services and InfoPath form services.• One or More WFE server connected via Network Load

Balancing (NLB).

Planning for MOSS 2007MOSS 2007 Integration.

• Other Microsoft Servers Integration.– Exchange Server.– Project Server.• Project Web Access (PWA)

Planning for MOSS 2007MOSS 2007 Integration cont...

• Office Integration.– Word – Excel – Access “Access List View”.– Power Point “Slide Library”.– Outlook “2 way”.– InfoPath “XML Form Library”.– SharePoint Designer.

Document Workspace.

Installing MOSS 2007

• Installation Models.• System Requirements.• Performing a clean Installation.• Running MOSS Configuration Wizard.

Installing MOSS 2007Installation Models

• Basic– Single server standalone.– Sql server 2005 express.

• Advanced– Complete (All services local and can expand).– Web Front End (Clustered).– Standalone

Installing MOSS 2007System Requirements.

• Hardware– 2.5 G.H CPU– 1 GB RAM– NTFS

• Software– Windows server 2003 sp1 … now windows 7– IIS 6 + SMTP– .NET Framework 3.0 and ASP.NET 2.0– Domain Controller is preferred with one service account for MOSS use

in Application Pool and SQL server database as dbcreator,securiyadmin.– http://www.petri.co.il/

how_to_install_active_directory_on_windows_2003.htm

Installing MOSS 2007Running MOSS Configuration Wizard.

• Installs the configuration Database• Installs and configure the Central Administration Web

Application.• NTLM vs. Kerberos• NTLM easy to configure.• Kerberos: More complicated.

More Secure. Enhanced Performance through caching. Delegation.

Building MOSS Sites

• SharePoint Terminology.• Post-Installation Tasks.• Building SSP and port 80 site.• Creating Subsites and Site Collection.• Deleting Sites.

Building MOSS SitesSharePoint Terminology.

Web Application

TLS

Sub site

CASSPMy SitePort 80

Site CollectionSharing TemplatesSite ColumnsContent TypesNavigationSecurityBackup

Building MOSS Sites

• Post Installation Tasks– Investigating CA site.– Running Services on Servers.

• Building Shared Service Provider (SSP)used to manage features that should be centrally managed.

– Building port 80 Web Application– Building SSP Web Application– Building My Site

Building MOSS Sites

• Site collection vs. Sub Sites.• Sub sites shares: Permissions Inheritance, Navigation and backup).• Site Collection: are logical containers that are separated by managed paths.• Changing TLS look & Feel (Logo, Welcome Image, and Theme) .• Creating Team Site.• Creating blank Site.• Creating Site Directory Site (Activating Publishing Feature) • Deleting Sub Site.• Adding Site to the Top Navigation bar.• Creating Managed Paths (What is? URL Namespace used for site collection).

Types of Managed Paths (Explicit vs Wildcard)• http://msdn.microsoft.com/en-us/library/bb802766.aspx• http://manish-sharepoint.blogspot.com/2009/02/using-managed-path-with-i

mplicit.html

Managing MOSS Security• MOSS 2007 Security Model “Rule Based Access Security”(RBAS).

Local/DomainUser/Group Accounts

SharePoint GroupsOwnersMembersVisitors

Permission LevelFull ControlDesignApprove

Permissions Levels CatsListSitePersonal

Managing MOSS Security

• User Permissions for Web Application.• Site collection administrators.• Peoples and Groups.• Adding and Removing Groups from SharePoint

Groups.• Site Permissions and Permissions Levels.• Permission Inheritance.• Create a new permission Level.

Administrating MOSS 2007 Sites • Personalization.

– Personal Features• Personal Views• Web Parts

– Personal Sites• My Site

(Self Study How to Configure My Site Feature?)• User Profile

(Self Study How to Configure My Site Feature?)

• Managed Paths and Site Collections• Creating new managed path.• Creating new site collection under new MP.• Explicit Vs. Wildcard MP.

Working With Lists And Libraries

• Investigating Most Common List Templates.• Navigating Views ,Settings , Alerts and Actions. • Workshop Creating FAQ List and Adding it to

My Links List.• (Self Study Creating Wikis and Blogs)

Managing Content TypesUnderstanding Content Types ECB

• What are content types?– Reusable objects to describe data

• Lists • Libraries

• Content Type Scope• Site Collection • Site• List or Library

• Content Type Usage.• Document Template• Columns• Workflow

Managing Content TypesCreating New Content Types

• Creating new “Change Request” Host Document Library

• Creating Site Columns for “CRID” and “Project Name” and New Group

• Creating new Content Type Inherit from Document Base Content type

• Attaching our new content type to doc library

Implementing MOSS 2007 Search

• Understand Search Arc.• Configuring Search Parameters.• Creating Search Center.• Monitoring Search.

Understanding MOSS 2007 Search

• Content Sources.– SharePoint Sites.– External Web Sites.– File Shares.– Exchange Public Folders– BDC

• Scopes.• Managed Properties.• Usage Reports.

MOSS 2007 Development• Installing Visual Studio 2008• Integration SharePoint and .NET• What You Develop for Windows SharePoint Services.

Assembly-Based Solutions ASP.NET Resources Schemas

• MOSS 2007 Object Model http://msdn.microsoft.com/en-us/library/ms473633.aspx

• Server and Site Architecture: Object Model Overview.• CAML query.• Site Navigator Application.• MOSS web services.• Querying List Using Web Services.

MOSS 2007 DevelopmentServer Architecture

MOSS 2007 Development Site Architecture

MOSS 2007 Development Web Parts Development

• Building blocks for custom SharePoint web parts.

MOSS 2007 Development Web Parts Development

• Creating simple “Quote of The Day” web part.• Using SPGridView control.• Using SPView.RenderAsHTML() Methos• Understanding web part connections.• Creating filter consumer/filter provider web

parts.• Leveraging built-in some web parts.

MOSS 2007 Development

• MOSS Event Handlers.• Creating MOSS Log Event Handler Sample.• MOSS Timer Jobs.• Creating Tasks Monitoring Timer Job Sample.• Introducing List Definitions.

MOSS 2007 DevelopmentMOSS 2007 Workflows

• Introducing Windows Workflow Foundation WWF.• SharePoint As Hosting Environment .• Creating Vacation Request SharePoint Sequential

Workflow Template.• Using Custom New and Display forms in the Vacation

Requests custom list using List Item Content Type and ASPX pages.

• Customizing the Task Edit form by applying a new Content Type based on Workflow Task and ASPX Pages.

MOSS 2007 DevelopmentMOSS 2007 Workflows Cont….

• Creating Vacation Request SharePoint State Machine Workflow Template.

• Building the Vacation Requests as a InfoPath form library based on the Vacation Request Content Type inherited from Form Content Type.

• Using InfoPath to create the Task Edit Form and integrate it with the workflow.

MOSS 2007 DevelopmentMOSS 2007 Workflows Cont….

• Manually deploy a workflow template.• Workflow Association. • Workflow Instance • Programmatically add a workflow association.• SPWorkflowAssociation class.• Programmatically Start a workflow instance on

a list item.• SPWorkflowManager class.

MOSS 2007 DevelopmentBranding and Customization

• Introducing SharePoint Designer.• SharePoint Master Pages.• Ghosting (Uncustomized) vs. Unghosting (Customized)• Designer Pros and Conc.• Deploying and Applying Master Page.– Master Page Feature (Moss Only using Publishing

Infrastructure Feature).– SharePoint Designer (Wss and Moss).– Site Definition and List Definition (Wss and Moss).