Overview Which Version of SharePoint Do I Have? System Requirements Installation Configuration Using the Web Part Licensing and Activation For more information about Service Pack 2, read KB.12558: How To Tell What Version of SharePoint 2007 Is Running On Your Environment . About Installing the Grant Management Solutions Accelerator Bamboo Grant Management Solution Accelerator Web Part Setup Program Uninstalling the Web Part Installed Files and Code Access Security Support The Grant Management Solution Accelerator setup program consists of a collection of Web Parts that are used in the top level master template as well as the grant project template. The only Web Part that is specific to this Solution Accelerator is the Site Creation Web Part. This Administration Guide section, except for the following installation section, documents information specific to the Site Creation Web Part. For similar information about the other Web Parts installed for this Solution Accelerator, please see the respective application notes for each Web Part. See Grant Management Solution Accelerator Setup for the location of each Web Part’s application notes. The product setup page provides links to the various installation programs for the Solution Accelerator. It also contains information about each Grant Management Solution Accelerator system component and a link to view the product Application Notes. To access the product setup page: 1. Unzip the contents of your Bamboo Storefront download. Be sure that all files and subfolders are selected to be extracted. The folder hierarchy contains a file at the root of the extraction folder named “Setup.hta”. It also contains the following folders: \docs – Contains the product Application Notes in PDF and MHT formats. Grants Management Solution Accelerator for SharePoint 2007 Release 1.4 (SA02) System Requirements System Requirements Operating System Microsoft Windows Server 2003 Server -Microsoft Windows SharePoint Services or Microsoft Windows SharePoint Portal Server 2003 (with SP1 or SP2) -Microsoft Windows SharePoint Services V3 or Microsoft Office SharePoint Server 2007 With Service Pack 2 -Outlook/Exchange for automatic Email notifications using Bamboo’s Alert + Web Part. Browser Microsoft Internet Explorer 6 or greater is recommended for Advanced Administration features Installation About Installing the Grant Management Solutions Accelerator Bamboo Grant Management Solution Accelerator Web Part Setup Program Page 1 of 8 Simple Print 1/17/2011 http://store.bamboosolutions.com/OnlineDoc/Print.aspx?NodeID=3178
Transcript
� Overview
� Which Version of SharePoint Do I Have?
� System Requirements
� Installation
� Configuration
� Using the Web Part
� Licensing and Activation
For more information about Service Pack 2, read KB.12558: How To Tell What Version of SharePoint 2007 Is Running On Your Environment.
About Installing the Grant Management Solutions Accelerator
Bamboo Grant Management Solution Accelerator Web Part Setup Program
Uninstalling the Web Part
Installed Files and Code Access Security
Support
The Grant Management Solution Accelerator setup program consists of a collection of Web Parts that are used in the top level master template as well as the grant
project template. The only Web Part that is specific to this Solution Accelerator is the Site Creation Web Part. This Administration Guide section, except for the
following installation section, documents information specific to the Site Creation Web Part. For similar information about the other Web Parts installed for this
Solution Accelerator, please see the respective application notes for each Web Part. See Grant Management Solution Accelerator Setup for the location of each Web
Part’s application notes.
The product setup page provides links to the various installation programs for the Solution Accelerator. It also contains information about each Grant Management
Solution Accelerator system component and a link to view the product Application Notes.
To access the product setup page:
1. Unzip the contents of your Bamboo Storefront download. Be sure that all files and subfolders are selected to be extracted.
The folder hierarchy contains a file at the root of the extraction folder named “Setup.hta”. It also contains the following folders:
� \docs – Contains the product Application Notes in PDF and MHT formats.
Grants Management Solution Accelerator for SharePoint 2007 Release 1.4 (SA02)
System Requirements
System Requirements
Operating System Microsoft Windows Server 2003
Server -Microsoft Windows SharePoint Services or Microsoft Windows
SharePoint Portal Server 2003 (with SP1 or SP2)
-Microsoft Windows SharePoint Services V3 or Microsoft Office
SharePoint Server 2007 With Service Pack 2
-Outlook/Exchange for automatic Email notifications using
Bamboo’s Alert + Web Part.
Browser Microsoft Internet Explorer 6 or greater is recommended for
Advanced Administration features
Installation
About Installing the Grant Management Solutions Accelerator
Bamboo Grant Management Solution Accelerator Web Part Setup Program
� \msi – Contains the product installation executables.
� \msi\cab – Contains the cabinet files that can be used for manual installs.
� \misc – Contains the SharePoint Site and List templates for the solution.
� \res - Contains the runtime files used by the setup.hta application.
These subfolders contain the complete installation and documentation sets for the various Web Parts used by the product:
� \HW05.R1.SL – Alert+ Web Part
� \HW24.R1.SL – List Rollup Web Part
2. Find the Setup.bat file located at the root of the extraction folder.
3. Double-click this file to launch the setup page.
The setup page contains links to the various product installation routines beneath the Components header in the left margin. Click on any of these links to get a
description of the component to appear in the right text area of the page. Most of the installs you can launch with a single click of the Install button that appears
beneath the component description.
The Site Creation Web Part can be uninstalled using the Add and Remove Programs in the Control Panel.
The following files are installed as part of the Bamboo Solutions’ Site Creation Web Part package. For a listing of the installed files per installed Web Part, please
reference the application notes for each Web Part, respectively. See Grant Management Solution Accelerator Setup for the location of each Web Part’s application
notes.
The installation process also updates your web.config file. If you cannot install the Web Part using the automated process and plan to install it manually, be sure to
The following PermissionSet and CodeGroup markup may be installed by wppackager. For complete details on code access permissions within SharePoint, read the
code access security whitepaper listed in the References section.
For a listing of the code access security information per installed Web Part, please reference the application notes for each Web Part, respectively. See Grant
Management Solution Accelerator Setup for the location of each Web Part’s application notes.
This Web Part requires Medium security level setting in your web.config file. The following security is needed if a If you must install this web part manually, the
following security is needed if a custom security policy file is to be implemented:
SharePoint Grant Management Solution Accelerator for Grantees Configuring
Error Log Files
Support
Create a New Top Level Master Site
The Top Level Master Site is your landing page for viewing all grant information on one easy to read page. You only need to create one master site. To create a
Master site:
1. If you use SharePoint WSS, from your current site or top level site, click Create (WSS) Select “Sites and Workspaces” in the Web Pages section.
2. If you use SharePoint Portal Server click Create Site
Uninstalling the Web Part
Installed Files for the Site Creation Web Part
Filename Type Purpose
Bamboo.SiteCreation.dll Assembly Web Part Assembly
Bamboo.Licensing.dll Licensing Licensing installed in the gac
Bamboo.SiteCreation.SPv2.cab
Bamboo.SiteCreation.SPv3.cab
In case you need to install this Web Part
manually.
install.ini Install
PackagerFile.XML Install
Code Access Security for the Site Creation Web Part
3. On the form that appears, enter the Grant Application Site Title and its description.
4. Enter the Web Site Address for this Grant Application Site.
5. Choose Use unique permissions.
6. Click Create.
7. If you use SharePoint Portal Server you will see this screen. Click OK.
8. On the Template Selection page that appears, Select “Bamboo.GrantMasterSite”
9. Click OK Button.
Configuring the Site Creation Web Part
The Site Creation Web Part allows you to automatically link your active grant sub-sites back to the top level site. The Bamboo Site Creation Web Part must to be
installed on the server before you can configure this Web Part.
1. Click Create new Grant Site from the menu on the left banner.
2. Click Modify Shared Web Part.
3. Check that the following selections have been made in the tool pane.
4. Click Apply and OK buttons.
Create a New Grant site
Create a new grant site for each active grant. Each grant project site can be accessed from the top level site or by directly accessing the grant project site page.
Each active grant site is a sub-site of the top level site. To create a new grant site:
1. Bamboo List Rollup Web Part must be installed before creating the new Grant Site.
2. Click Create new Grant Site from the menu on the left banner.
3. On the form that appears, enter the Grant Title and its description. Then click Create to create the new site.
4. By default, permissions for the new site are inherited from the top level site. This means that everyone who can access the top level site will also be able to
access the new site. If you want to modify the access settings for your new Grant site, then navigate to the site and click Site Settings from the menu on the
left banner.
Column Name Value
Site Template Bamboo.GrantProject
Link List Links
URL Column URL
Link Title Grant Title
Link Description Notes
Rollup lists to master site Checked
Selected Rollup Lists Open Issues, Active Tasks, Upcoming Events, Grant Contacts, Budgets are selected by default.
6. Replace the default grant logo with one specific for the new grant site.
Add your Logo to the Top Level Site
1. Click Modify Shared Page on the Home Page of the top level site, and then select Modify Shared Web Parts.
2. Click Site Image.
3. Type a URL or path of the image in the Image Link Text box.
4. Click Apply, and then OK.
If you encounter any errors in the process of using this web part, refer to the error logs located in C:\Windows\Temp or C:\Local User\Local Settings\Temp on the
server.
For a listing of the location of the error log files per installed Web Part, please reference the application notes for each Web Part, respectively. See Grant
Management Solution Accelerator Setup for the location of each Web Part’s application notes.
The Grant Management Solution Accelerator provides a top level site that provides a central document library and contacts list for your staff. It also provides
management views of important information from all your active grants. When users login to the grant management portal, they land on the Main Home page
(Figure 7). The Main Home page includes links to each grant project area.
Figure 7 – Top Level Site Home Page
Upload Documents to Your Top Level Site
1. Documents are stored in the document library called Shared Documents in the top level site. To access this library, click Shared Documents on the menu
displayed in the left banner of any top level site page.
2. Click Upload Document… to upload a file from your computer to the Shared Documents library.
3. Browse for the file(s) to upload. When selected, click OK. Note: You can choose to upload several files at once, if desired.
Add a New Announcement to a Grant
1. On the Home page for the grant, click Add new Announcement.
2. In the form displayed, fill in the required information, then click Save and Close.
3. To cancel the announcement, click Go Back to List. No data you’ve entered on the form will be saved.
Upload Documents to a Grant
1. Documents are stored in one of four document libraries on the grant site: Pre-Award, Post-Award, Close-out, and Templates and Forms. Click the library
you want to upload a file to.
2. On the page displayed, click Upload Document… to upload a file from your computer to the Shared Documents library.
3. Browse for the file to upload. When selected, click OK. Note: You can choose to upload several files at once, if desired.
1. From a Grant Project Home page, click the Budget Transaction menu on the left banner. The Budget Transaction list page appears. Click the New Item
button. The Budget Transaction form is displayed.
2. Fill in the required information, then click Save and Close.
3. To cancel the new Budget Transaction item, click Go Back to List. No data you’ve entered on the form will be saved.
4. The new Budget Transaction item is listed and included in the calculation of the totals displayed in the list. The new item also appears in the Budget
Transaction Rollup on the Top Level Site.
Add a New Task on a Grant Site
1. From a Grant Project Home page, click the Tasks menu on the left banner. The tasks list page appears. Click the New Item button. The tasks form is
displayed.
OR
Click Add new item beneath the Current Tasks list.
2. Fill in the required information, then click Save and Close.
3. To cancel the new task, click Go Back to List. No data you’ve entered on the form will be saved.
4. When you navigate back to the Home page for the grant, the new task is listed in the group for the assigned resource. It also appears in the Active Task Rollup
on the Top Level Site.
Add a New Issue on a Grant Site
1. On the Home page for the grant, click the Issue Tracker menu on the left banner. The issues list page appears. Click the New Item button. The issues form
is displayed.
OR
Click Add new item beneath the Open Issues list. The issues form is displayed.
2. Fill in the required information, then click Save and Close.
3. To cancel the new issue, click Go Back to List. No data you’ve entered on the form will be saved.
4. When you navigate back to the Home page for the grant, the new issue appears in the Open Issues list. It also appears in the Open Issues Rollup on the Top
Level Site until it is closed.
Add a New Event for Your Grant
1. On the Home page for the grant, click the Events menu option on the left banner. The Events list is displayed. Click New item. The new event form is
displayed.
OR
Click Add new item below the Grant Project Calendar. The new event form is displayed.
2. In the form displayed, fill in the required information. When ready, click Save and Close.
3. To cancel the new event, click Go Back to List. No data you’ve entered on the form will be saved.
4. When you navigate back to the Home page for the grant, the new event appears in the Grant Project Calendar. It also appears in the Upcoming Events on the
Top Level Site if it occurs in the next two weeks.
Add a New Contact or Resource on a Grant Site
1. On the Home page for the grant, click the Contacts menu option on the left banner. The Contact/Resources list is displayed. Click New item. The new
contact/resource form is displayed.
OR
Click Add new item below the Contacts/Resources list displayed on the Home page. The new contact/resource form is displayed.
2. In the form displayed, fill in the required information, then click Save and Close.
3. To cancel the new contact/resource, click Go Back to List. No data you’ve entered on the form will be saved.
4. When you navigate back to the Home page for the grant, the new contact/resource appears in the Contacts/Resources list. It also appears in the Contacts
Rollup on the Top Level Site.
For trials, no license key is required. For more information on our licensing, refer to http://store.bamboosolutions.com/BambooMainWeb/FAQ.aspx.
Once purchased, the product licensing is controlled through a separate license key and activation program installed on the server where SharePoint Central
Administration is installed. To license Bamboo products, you must:
1. Install the Bamboo Web License Manager on the SharePoint server where SharePoint Central Administration is installed (just install one time - not for each
product that you install).
2. From Bamboo Web License Manager, locate the product you want to activate, enter in your license key(s) and activate the product on the servers you want the
product to run - all from one place. You can activate the license online or via email.
You can also check the licensing status of Bamboo products you installed to determine whether a product trial will soon expire or whether the product has been
deactivated or not.
You must be a machine and SharePoint Farm administrator to install and run the Bamboo Web License Manager.
1. On the server where SharePoint Central Administration is installed, then from the Setup program screen, click the Bamboo Web License Manager component
button, then click Install.
2. Click Next to continue.
3. The program performs some system checks to determine whether your server is ready for installation. Click Next to continue.
4. The program is restricted to only install the Bamboo Web License Manager on the server where it detects the SharePoint Central Administration has been
installed. This Web application should be already selected for you as well as the Automatically activate this feature check box. Click Next to continue.
5. The Bamboo Web License Manager is then installed on the server. Click Next to view a details screen of the installation.
For troubleshooting and additional information, see the Knowledge Base or log into My Bamboo.
TOP
1. Open SharePoint Central Administration (make sure you have the proper access rights to log in), click Operations under the Central Administration section of
the left navigation bar.
2. Under the Bamboo Solutions Corporation section, click Bamboo Web License Manager. Note: If you have not yet installed any Bamboo products, the
Web License Manager does not show any products.
3. Expand the Individual Products or Suites section (depending on the product you want to license), locate your product, and click the product name to view
the license status or click the drop-down arrow to Activate/Deactivate or view the Status.
� If you want to activate the product without viewing the status, click Activate/Deactivate from the drop-down (see screenshot above).
� If you are viewing the licensing Status, then click the status to activate or deactivate the license.
5. Do one of the following:
� To activate online, type or copy and paste the license key into the field provided and click Activate.
� To activate by email, enter the license key and select the Activate by E-mail check box, then click Activate.
6. If you choose to activate by email, click the [email protected] email address and send the License Key and Machine Key to Bamboo Support.
Our Support Team will reply with an activation key that you will then type into the boxes provided. Then click Activate.
7. Your product has now been activated and is ready for use.
8. Optional Step: Click the Choose License Server(s) link. This page allows you to select all the web front end servers you may want to install Bamboo
products on. However, this is optional. Please read the license servers page to determine your selections. Click OK, after you have made your selections.
