Introductionto Windows Share Point Services3.0

Microsoft Virtual Labs
®

Introduction to Windows
SharePoint Services 3.0

2 Introduction to Windows SharePoint Services 3.0

Introduction to Windows SharePoint
Services 3.0

Objectives
After completing this lab, you will be able to:
Describe the user interface changes in Microsoft® Windows® SharePoint® Services 3.0.
Configure the document collaboration features in Windows SharePoint Services 3.0.
Configure wikis, blogs, and Really Simple Syndication (RSS) feeds in Windows SharePoint
Services 3.0.
Configure project task tracking in Windows SharePoint Services 3.0.
Configure e-mail integration in Windows SharePoint Services 3.0.
Configure Microsoft Office Outlook® 2007 integration with Windows SharePoint Services 3.0.
Configure discussions and surveys in Windows SharePoint Services 3.0.

Scenario
You are the network administrator for Contoso, Ltd. The company has Windows SharePoint
Services version 2 deployed, but it is planning to deploy Windows SharePoint Services 3.0 to
provide enhanced collaboration between users in the company. In preparation for the migration, you
need to understand how to configure and use many of the new features available in Windows
SharePoint Services 3.0.

Lab Components
This lab includes two components:
Exercises—The exercises include detailed step-by-step instructions and are required. The
exercises cover the core information needed to meet the lab objectives.
Additional Tasks—The additional tasks are listed at the end of each exercise. You can perform
these tasks to extend your learning about the product. The additional tasks do not provide step-by-
step instructions, but the procedures are similar to the steps that you performed in the exercises.
The additional tasks are optional, but it is recommended that you complete them to gain a fuller
understanding of the product.

Introduction to Windows SharePoint Services 3.0 3

Computers
This lab uses three virtual machines performing the following roles:
3369A-3373A-SEA-DC1
• Domain controller
• Microsoft Exchange Server computer
3369A-3373A-SEA-SRV1
• Member server
• Server running Microsoft Windows SharePoint Services 3.0
3369A-3373A-SEA-CL1
• 2007 Microsoft Office system client

Estimated time to complete this lab: 90 minutes

Virtual Lab Console
This lab makes use of the Microsoft Virtual Lab Program, an application that allows you to run
multiple virtual machines online. During the lab, you will switch between different windows, each
containing a separate virtual machine running Microsoft Windows Server™ 2003 or Microsoft
Windows® XP.
Before you start the lab, familiarize yourself with the following basics of the Virtual Lab Console:
To switch the focus for your mouse and keyboard to the virtual machine, click inside the virtual
machine window.
To remove the focus from a virtual machine, move the mouse pointer outside the virtual machine
window.
To issue the CTRL+ALT+DELETE keyboard combination inside a virtual machine,
use RIGHT-ALT+DELETE instead. Virtual PC designates the RIGHT-ALT key as the Host key.
Select the machine you wish to perform tasks on by selecting it in “My Machines”

To Start the Lab
Before you can perform any of the lab exercises, you must log on to the computer. If an error
message warns you that the disk’s parent appears to have been modified, click OK to continue. This
error message appears when you move Virtual PC images between computers with different time-
zone settings.

Note These demonstrations have been developed using beta software. If a specific task results
in an error message or a time-out screen, try performing the task again. The task will most
likely be completed successfully at the second attempt.


Exercise 1: User Interface Changes in Windows SharePoint
Services 3.0
The user interface for Windows SharePoint Services 3.0 has been significantly redesigned to make
it easier for users to navigate between SharePoint sites, subsites, and lists. The user interface has
also been redesigned to provide a security-trimmed interface so that users can view only the options
on a page that they have permission to access. This exercise shows an overview of user interface
changes in Windows SharePoint Services 3.0.

User Interface Changes in Windows SharePoint Services 3.0

Tasks Detailed Steps

Click on SEA-CL1 under My Machines in the Virtual Lab console
Setup steps only.
Log on to SEA-CL1 by entering RIGHT-ALT+DEL as Qin with
the password Pa$$w0rd.
Log on to SEA-SRV1 as Administrator with the password
Pa$$w0rd.

Click Start, point to All Programs, and then click Internet
1. a.
On SEA-CL1, connect to the
Explorer.
IT site home page at
http://sea-srv1/sites/IT. In the Address bar, type http://sea-srv1/sites/IT, and then press
b.
ENTER.

On the IT Home page, on the top navigation bar, click IT Admins.
2. a.
Use the top navigation bar
links and the site breadcrumbs On the IT Admins home page, under Documents, click Network
b.
to navigate from the IT home Documentation.
page to the IT Admins site and
Point out the site breadcrumb just above the Network
c.
then to the Network
Documentation name.
Documentation document
Click IT Admins to return to the IT Admins home page.
d.
library.

On the IT Admins home page, under IT Admins, point out the top
3. a.
Add the IT Procedures subsite
link bar. Click Home.
under the IT Admins site to
the top navigation bar. Click View All Site Content on the Quick Launch bar.
b.
Under Sites and Workspaces, point out the ITProcedures subsite.
c.
On the All Site Content page, click Home.
d.
Click Site Actions, and then click Site Settings.
e.
On the Site Settings page, under Look and Feel, click Top link bar.
f.
On the Top Link Bar page, click New Link.
g.
On the New Link page, in the Type the Web address box, type
h.
http://sea-srv1/sites/IT/ITProcedures.
In the Type the description box, type IT Procedures, and then click
i.
OK.
On the Top Link Bar page, click New Link.
j.
On the New Link page, in the Type the Web address box, type
k.
http://sea-srv1/sites/Sales.
In the Type the description box, type Sales, and then click OK.
l.
m. Under Team Site, click Home. Notice that both the IT Admins


subsite and the Sales team site links are now listed on the top link
bar.


(continued)

User Interface Changes in Windows SharePoint Services 3.0


On the top navigation bar, click IT Procedures.
4. a.
Configure the IT Procedures
subsite to use the same top On the IT Procedures home page, click Site Actions, and then click
b.
navigation bar as the parent Site Settings.
site.
On the Site Settings page, click Top link bar.
c.
On the Top Link Bar page, click Stop Inheriting Links.
d.
On the Top Link Bar page, click Home.
e.
Above IT Procedures, in the top level breadcrumb, click IT.
f.

On the IT page, click Site Actions, and then click Site Settings.
5. a.
On the IT Admin home page,
enable the tree view in the left Under Look and Feel, click Navigation Options.
b.
navigation pane.
On the Navigation Options page, select the Enable Tree View check
c.
box, and then click OK.
Under IT, click Home.
d.

On the IT Home page, click Welcome Qin Hong at the top of the
6. a.
To test the security-trimmed
page, and then click Sign in as a Different User.
interface, log on to the IT Web
site as Greg Weber and as In the authentication dialog box, log on as Contosogreg with the
b.
Arlene Huff. password Pa$$w0rd.
Greg is a site member
• Confirm that the Site Actions tab is not visible, but the Add new
c.
with contributor access, so announcement link is.
the links to create new
On the IT Home page, click Welcome Greg Weber at the top of the
d.
announcements and links
page, and then click Sign in as a Different User.
are available, but the Site
In the authentication dialog box, log on as Contosoarlene with the
Actions option is not. e.
password Pa$$w0rd.
Arlene is a site visitor, and
•
Confirm that the Site Actions tab and the Add new announcement
f.
she has only reader access
to the site, so none of the link are both unavailable.
links for creating new On the IT Home page, click Welcome Arlene Huff at the top of the
g.
content are displayed for page, and then click Sign in as Different User.
her.
In the authentication dialog box, log on as Contosoqin with the
h.
password Pa$$w0rd.

Additional Tasks
If time permits, complete the following tasks to learn more about the user interface changes in
Windows SharePoint Server 3.0:
Add a link to http://support.microsoft.com to the top navigation bar. You can add links to any Web
sites to the top navigation bar.
Access the IT Procedures subsite and configure it with a unique top navigation bar rather than
inheriting the navigation bar from the parent site.


Exercise 2: Document Collaboration
Windows SharePoint Services 3.0 provides enhanced document management functionality. New
features include content approval, enforcement of content versioning, configuration of check-out
restrictions, and support for multiple content types. Another new feature is the two-level Recycle
Bin. This exercise shows some of the document management and collaboration features available in
Windows SharePoint Services 3.0.

Document Collaboration


On the IT page, on the top link bar, click IT Admins.
1. a.
Access the Network Documentation
document library on the IT Admins On the IT Admins page, under Documents, click Network
b.
site, and configure the following Documentation.
settings:
On the Network Documentation page, click Settings, and then
c.
Enable content approval.
• click Document Library Settings.
Enable major and minor
• d. On the Customize Network Documentation page, click
document versions. Versioning settings.
Configure permissions so that
• In the Content Approval section, click Yes.
e.
all users with edit permissions
In the Document Version History section, click Create major
f.
can see draft items.
and minor (draft) versions.
Require that users check out
•
In the Draft Item Security section, click Only users who can
g.
documents before editing them.
edit items.
Configure a list or library to
•
In the Require Check Out section, click Yes.
h.
support multiple document
Click OK.
i.
types.
In the site breadcrumb, click Network Documentation.
j.

Rest the cursor on Network Configuration, and then click the
2. a.
Check out the Network
Configuration document and down arrow that appears.
modify it. Save the document as Click Edit in Microsoft Office Word.
b.
version 1.1, and then view the
In the Internet Explorer dialog box, click OK.
c.
version history for the document.
d. After the document opens in Office Word, add some content to
the document, and then click Save.
Close the Office Word document, and in the Microsoft Office
e.
Word dialog box, click Yes.
In the Check In dialog box, ensure 1.1 Minor version (draft)
f.
is selected, and then click OK. On the Network Configuration
menu, click Version History.
On the site breadcrumb, click Network Documentation.
g.
h. Close Internet Explorer.


(continued)



Log off of SEA-CL1, and then log on as Contosogreg with the
3. a.
To test content approval, log on as
password Pa$$w0rd.
Greg and modify the Server
Configuration document. Notice b. Open Internet Explorer and connect to http://sea-srv1/
that the approval status for the sites/IT.
document is pending. Log on as Qin
Click IT Admins, and then click Network Documentation.
c.
and approve the document revision.
Rest the mouse pointer on Server Configuration, and then
d.
click the down arrow that appears.
Click Edit in Microsoft Office Word.
e.
f.
g. After the document opens in Word, add some content to the
document, and then click Save.
Close the Office Word document, and in the Microsoft Office
h.
Word dialog box, click Yes.
In the Check In dialog box, click 2.0 Major version (publish),
i.
and then click OK.
On the IT Home page, click Welcome Greg Weber at the top
j.
of the page, and then click Sign in as Different User.
In the authentication dialog box, log on as Contosoqin with
k.
Click Network Documentation, and access the Server
l.
Configuration document menu. Click Approve/reject.
m. Under Approval Status, click Approved, and then click OK.

On the Network Documentation page, click Upload.
4. a.
While logged on as Qin, upload a
picture to the Network In the Upload Document section, click Browse.
b.
Documentation document library.
In the Choose file dialog box, open My Pictures, open Sample
c.
Pictures, and then click Sunset.
Click Open, and then click OK.
d.
On the Network Documentation: Sunset page, click Check In.
e.
Under IT Admins, click Home.
f.

On SEA-SRV1, click Start, point to Administrative Tools,
5. a.
On the SharePoint 3.0 Central
and then click SharePoint 3.0 Central Administration.
Administration Application
Management page, ensure that the On the Central Administration page, click Application
b.
Recycle Bin is enabled, and then Management on the top links bar.
configure the Recycle Bin settings
On the Application Management page, click Web application
c.
to delete all items from the Recycle
settings.
Bin after 60 days.
On the Web Application Settings page, scroll down to the
d.
Recycle Bin section.
Under Delete items in the Recycle Bin, change the value to 60
e.
days, and then click OK.


(continued)



6. a.
Test the use of the Recycle On SEA-CL1, access the Network Documentation document library
Bin by deleting and restoring on the IT Admins home page.
documents and folders from Access the menu for Network Configuration and click Delete.
b.
the Network Documentation
In the Microsoft Internet Explorer dialog box, click OK.
c.
document library.
d. Repeat steps b and c to delete the Server Configuration.doc file.
Click Settings, and then click Document Library Settings.
e.
On the Customize Network Documentation page, click Delete this
f.
document library.
g.
On the Quick Launch bar, click Recycle Bin.
h.
i. On the Recycle Bin page, select the check box for the Network
Documentation folder. Then click Restore Selection.
In the Microsoft Internet Explorer dialog box, click OK.
j.
Click IT Admins, and then click View All Site Content.
k.
Under Document Libraries, click Network Documentation.
l.
m. On the Network Documentation page, click Settings, and then click
Document Library Settings.
Click General settings, and then select Yes in the Navigation
n.
section. Click Save.
Click IT Admins, and then click Network Documentation. Ensure
o.
that the Sunset picture has been restored.
Click Recycle Bin, click the check box for Server
p.
Configuration.docx and click Restore Selection. In the Internet
Explorer dialog box, click OK.
q. Select the check box for Network Configuration.doc, and then click
Delete Selection. In the Internet Explorer dialog box, click OK.
r. To restore the file that was deleted from the site Recycle Bin, click
Home.
On the IT site home page, click Site Actions, and then click Site
s.
Settings.
On the Site Settings page, under Site Collection Administration,
t.
click Site collection recycle bin.
On the Site Collection Recycle Bin page, under Select a View, click
u.
Deleted from end user Recycle Bin.
v. Select the check box for Network Configuration.docx, and then click
Restore Selection.
w. In the Internet Explorer dialog box, click OK.
Click IT Admins, and then click Network Documentation. Ensure
x.
that all files have been restored.
y. Close Internet Explorer and log off.


Additional Tasks
If time permits, complete the following tasks to learn more about the document collaboration
features in Windows SharePoint Server 3.0:
Change the settings for the Network Documentation library to not require users to check out
documents before editing them. On WPG-CL1, edit one of the documents in the document library
without checking out the document. While you have the document open on WPG-CL1, view the
document properties in the document library.
Access the version history page for the Server Configuration.doc file, and delete the 1.1 version of
the document.
On the SharePoint 3.0 Central Administration page, disable the Recycle Bin option. Create a new
document in the Network Documentation document library, and then test the effect of deleting a
document.


Exercise 3: Wikis, Blogs, and RSS
Another way that Windows SharePoint Services 3.0 provides enhanced collaboration is with new
options for interacting with content on a SharePoint site. These options include wikis, blogs, and
Really Simple Syndication (RSS). This exercise shows how to create and use these new features.

Task 3-1: Configuring a Wiki Document Library
A wiki site is a Web site that can be modified by any user who has contributor access. In this part of
the exercise, you will see how to create and use a Wiki document library.

Configuring a Wiki Document Library


On SEA-CL1, log on as Qin with the password Pa$$w0rd.
Setup step only.

1. a.
Create a document library on the IT In Internet Explorer, connect to http://sea-srv1/
Admins site by using a Wiki Page sites/IT/ITAdmins.
Library. Click Site Actions, and then click Create.
b.
Under Libraries, click Wiki Page Library.
c.
On the New page, in the Name box, type IT Admins Wiki
d.
Library.
In the Description box, type Use this library for ad hoc
e.
documentation, and then click Create.

On the IT Admins Wiki Library page, click New.
2. a.
Add new wiki page named
Troubleshooting Links to the wiki On the New Wiki Page page, in the Name box, type
b.
library. Add a link to the Microsoft Troubleshooting Links.
Help and Support site to the wiki page.
Under Wiki Content, click the text field and then click the
c.
Font Size button (the uppercase A with the arrow). Click
4 – Example Text.
Type Links to Microsoft Troubleshooting sites, and then
d.
press ENTER twice.
Type Microsoft Help and Support Site and press ENTER.
e.
Type http://support.microsoft.com and press ENTER.
Click Create.
f.
On the Quick Launch bar, click IT Admins Wiki Library.
g.


(continued)

Configuring a Wiki Document Library


Click Welcome Qin Hong at the top of the page, and then
3. a.
Log on as Greg Weber, and add a link
click Sign in as Different User.
to the IT Procedures SharePoint site on
the wiki page created by Qin. In the authentication dialog box, log on as Contosogreg
b.
with the password Pa$$w0rd.
Under Documents, click IT Admins Wiki Library.
c.
d. On the IT Admins Wiki Library page, click
Troubleshooting Links.
On the Troubleshooting Links page, under Site Actions,
e.
click Edit Page.
Under the Microsoft Help and Support Site link, type
f.
Links to IT Procedures and press ENTER. Type
http://sea-srv1/sites/it/ITprocedures. After typing the
URL, press ENTER.
Click OK.
g.
On the top-level menu, click IT Admins.
h.


Task 3-2: Creating a Blog Web Site
A blog is a site designed to help users share information by contributing new posts to the site or
commenting on existing content. In this portion of the exercise, you will see how to create and use a
blog Web site.

Creating a Blog Web Site


Click Welcome Greg Weber at the top of the page, and then
1. a.
On the Sites and Workspaces page,
create a new SharePoint site named
ITBlog and using the Blog (Web In the authentication dialog box, log on as Contosoqin with
b.
Log) template. the password Pa$$w0rd.
c. On the IT Admins home page, on the Quick Launch bar, click
View All Site Content.
On the All Site Content page, click Create.
d.
On the Create Page, under Web Pages, click Sites and
e.
Workspaces.
On the New SharePoint Site page, in the Title box, type IT
f.
Blog.
In the URL name box, type ITBlog.
g.
Under Select a template, click Blog, and then click Create.
h.

To create a new blog entry, click Make a new Post.
2. a.
Create a new blog entry informing all
IT department members of the On the Posts: New Item page, in the Title box, type IT
b.
upcoming golf tournament. Department Updates.
In the Body box, type Important: The IT department golf
c.
tournament is scheduled for next Saturday.
In the Category list, click Category 1.
d.
Click Publish.
e.

Click Welcome Qin Hong at the top of the page, and then
3. a.
Sign in as Greg and comment on the
existing blog entry.
In the authentication dialog box, log on as ContosoGreg with
b.
c. Under the IT Department Updates blog entry, click
Comments.
In the Title box, type Who is bringing the drinks?
d.
In the Body box, type I will bring the snacks.
e.
Click Submit Comment.
f.
In the top breadcrumb, click Home to return to the IT Home
g.
page.


Task 3-3: Configuring RSS Feeds
RSS has become a standard way of aggregating content from the Web. By integrating RSS feeds for
each SharePoint list, Windows SharePoint Services 3.0 provides a push mechanism for forwarding
information to end users. In this portion of the exercise, you will see how to configure an RSS feed.

Configuring RSS Feeds


1. a.
Access the Network Documentation
document library and subscribe to the
library as an RSS feed. Use In the authentication dialog box, log on as ContosoQin with
b.
Microsoft Office Outlook® 2007 as the password Pa$$w0rd.
the RSS client.
On the IT Home page, click IT Admins, and then click
c.
Network Documentation.
Click Actions, and then click View RSS Feed.
d.
e. On the RSS Feed for IT Admins: Network Documentation
page, select the URL in the Address box and press Ctrl-C.
Click Start, and then click E-mail. In Microsoft Outlook
f.
dialog box, right-click RSS Feeds and click Add a New RSS
Feed.
In the New RSS Feed dialog box, click the text box and press
g.
Ctrl-V. Click Add.
Click Yes in the Microsoft Office Outlook dialog box.
h.
i. In the IT Admins Network Documentation folder, click the
message from Greg Weber. Then click View article.
Close the Network Documentation: Server Configuration
j.
window, and then close Office Outlook.
k. Return to the IT home page.

Additional Tasks
If time permits, complete the following tasks to learn more about using wikis, blogs and RSS in
On SEA-CL1, access the wiki site that you created, and upload a graphic from the My Pictures
folder to the wiki site. Access the site as a different user to view the graphics entry.
Access the Network Documentation library by using Microsoft Internet Explorer®. Create a new
document in the document library. Start Office Outlook 2007, and confirm that you have received
the RSS feed with the link to the new document.


Exercise 4: Project Task Tracking
Windows SharePoint Services has been redesigned to provide more tools for project management
within a SharePoint site. The new tools include Project Tasks lists and Issue Tracking lists. In this
exercise, you will see the project task management options available in Windows SharePoint
Services 3.0.

Project Task Tracking


Click IT Admins on the top navigation bar.
1. Access the IT Admins home page.

Click Site Actions, and then click Create.
2. a.
Create a new Project Tasks list
named Deployment Tasks. On the Create page, under Tracking, click Project Tasks.
b.
On the New page, in the Name box, type Deployment Tasks,
c.
and then click Create.

Create a new task named Define On the Deployment Tasks page, click New.
3. a.
hardware requirements, assign it to On the Deployment Tasks: New Item page, in the Title box,
b.
Greg Weber, and configure a due type Define hardware requirements.
date two weeks from today.
In the Assigned to box, type Greg.
c.
In the Description box, type Define hardware requirements
d.
for deploying Windows SharePoint Services 3.0.
In the Due Date section, click the calendar button, choose a
e.
date two weeks from today, and then click OK.

Create another task named Identify On the Deployment Tasks page, click New.
4. a.
project team, and assign it to Qin. On the Deployment Tasks: New Item page, in the Title box,
b.
Configure the task with a high type Identify project team.
priority, due one week from today.
In the Priority list, choose (1) High.
c.
In the Assigned to box, type qin.
d.
e.
date one week from today, and then click OK.


(continued)



Click Welcome Qin Hong, and then click Sign in as
5. a.
Log on to the site as Greg, and
Different User.
configure a view to show only the
tasks assigned to Greg. Edit the task In the authentication dialog box, log on as ContosoGreg with
b.
to change the status to 50 percent the password Pa$$w0rd.
complete.
In the Deployment Tasks list, click the down arrow next to
c.
6. Filter the list view to show only high- Project Tasks.
priority items.
Click My Tasks. The view is filtered to include only the tasks
d.
assigned to Greg Weber.
Click Define hardware requirements. On the Deployment
e.
Tasks, Define hardware requirements page, click Edit item.
In the Task Status section, click In Progress.
f.
In the % Complete section, type 50, and then click OK.
g.
Click My Tasks, and then click Project Tasks.
h.
Click the blue line next to Identify Project Team and drag it
i.
to the right.
Click Project Tasks, and then click All Tasks.
j.
Click the Priority column header, and then click (1) High.
k.
Click the Priority column header, and then click Clear filter
l.
from Priority.

7. a.
Sign on to the site as Qin, and create
click Sign in as a Different User.
an Issue Tracking list named
Deployment Issues. In the authentication dialog box, log on as ContosoQin with
b.
Click IT Admins on the top navigation bar.
c.
Click Site Actions, and then click Create.
d.
On the Create page, under Tracking, click Issue Tracking.
e.
On the New page, in the Name box, type Deployment Issues,
f.
and then click Create.

Create a new item named Budget On the Deployment Issues page, click New.
8. a.
sign-off required in the list. Assign On the Deployment Issues: New Item page, in the Title box,
b.
the item to Qin, and configure a due type Budget sign-off required.
date of one week from today.
In the Assigned to box, type qin.
c.
In the Priority list, click (1) High.
d.
e.
date one week from today, and then click OK.


(continued)



On the Deployment Issues page, click Actions, and then click
9. a.
Configure an alert on the Issue
Alert Me.
Tracking list so that you are notified
every time a change occurs in the list. On the New Alert page, confirm that Change Type is set to
b.
All changes.
Also confirm that Send Alerts for These Changes is set to
c.
Anything changes.
Click OK.
d.

10. Create a new calendar item named a.
Weekly Project Status Meetings On the IT Admins home page, click Calendar.
b.
that will occur weekly for 10 weeks.
Click New.
c.
On the Calendar: New Item page, in the Title box, type
d.
Weekly Project Status Meetings.
In the Recurrence section, click Make this a repeating
e.
event.
On the Calendar: New Item page, in the Recurrence section,
f.
click Weekly, and then click End after 10 occurrence(s).
In the Start Date box, choose a date within the next week, and
g.
then click OK.
Confirm that Weekly Project Status Meeting is listed in the
h.
calendar.
i.

Additional Tasks
If time permits, complete the following tasks to learn more about project tracking in Windows
SharePoint Server 3.0:
Assign another task to Qin on the Issue Tracking list. Confirm that Qin receives the e-mail
message indicating that the task has been assigned.
On the Deployment Tasks page, on the Action menu, click Export to Spreadsheet. Open the file in
Microsoft Office Excel®, and examine the data and options that are exported.


Exercise 5: E-Mail Integration
Windows SharePoint Services 3.0 provides new features for integrating e-mail with the SharePoint
sites, giving users additional options for monitoring and interacting with Windows SharePoint
Services content. In this exercise, you will see how e-mail functionality is built into Windows
SharePoint Services 3.0.

Note Because these labs are being performed on beta software, some steps may take longer
than expected. For example, in this lab, sending a message from Microsoft Office Outlook can
take 1 to 2 minutes.

E-Mail Integration


1. a.
Send an e-mail message from the On the IT Admins page, on the Quick Launch bar, click
People and Groups.
Windows SharePoint Services site to
Qin Hong and Greg Weber. b. On the Peoples and Groups: IT Members page, select the
Greg Weber and Qin Hong check boxes.
Click Actions, and then click E-mail Users.
c.
d. On the e-mail form, type Test message from Qin in the
Subject box, and then click Send.
e. Open Outlook, and confirm that Qin received the message.

In Internet Explorer, click IT Admins on the top navigation
2. a.
Assign an SMTP address to the
bar, and then click Network Documentation.
Network Documentation folder to
accept e-mail. Use an SMTP alias of b. On the Network Documentation page, click Settings, and then
Netdocs. Send a test message to the click Document Library Settings.
folder’s SMTP address.
Under Communications, click E-mail settings.
c.
d. In the E-Mail section, click Yes, and then in the E-mail
address box, type Netdocs.
In the E-Mail Attachments section, click Save all
e.
attachments in folders grouped by e-mail subject.
In the E-Mail Message section, click Yes, and then click OK.
f.
In Outlook, open a new message. In the To box, type
g.
Netdocs@wss.contoso.com.
h. In the Subject box, type Server Documentation.
Click Attach File, and then attach the Server Configuration
i.
file from the My Documents folder.
Click Send.
j.
In Internet Explorer, click IT Admins, and then click
k.
Network Documentation. Open the Server Documentation
folder and confirm that the Server Configuration attachment
and the Server Documentation e-mail messages were both
saved in this folder.


(continued)

E-Mail Integration


3. a.
Configure the Deployment Tasks
bar, and then click Deployment Tasks on the Quick Launch
task list so that an e-mail message is
sent to users when they are assigned bar.
a task. Assign a task to Qin, and Click Settings, and then click List Settings.
b.
confirm that Qin receives the e-mail
Under General Settings, click Advanced Settings.
c.
message.
In the E-Mail Notification section, click Yes, and then click
d.
OK.
In the site breadcrumb, click Deployment Tasks.
e.
Click New, and then click New Item. Create a new item with
f.
the title Test e-mail notification and assign it to Qin. Click
OK.
Switch to Office Outlook, click Send/Receive, and confirm
g.
that Qin received the e-mail message about the new task.

Additional Tasks
If time permits, complete the following tasks to learn more about the e-mail integration features in
Modify the Calendar list settings on the IT Admins home page to use an e-mail address of
ITCalendar@wss.contoso.com.
On SEA-CL1, schedule a new meeting and send the invitation to the IT Calendar SMTP address.
Ensure that the meeting request is displayed in the calendar on the IT Admins site.


Exercise 6: Outlook Integration and Offline Support
Office Outlook 2007 is tightly integrated with Windows SharePoint Services in several ways. In
effect, Office Outlook 2007 has become a second client for accessing Windows SharePoint
Services data. In this exercise, you will see how Office Outlook integrates with Windows
SharePoint Services 3.0 and how it provides offline support.

Outlook Integration and Offline Support


1. a.
Synchronize the Network Documents
bar, and then click Network Documentation on the Quick
document library with Office
Outlook. Modify the Network Launch bar.
Configuration document in the IT Click Settings and then click Document Library Settings.
b.
Admins folder, and upload the
Under General Settings, click Versioning Settings.
c.
document back to the server.
d. On the Document Library Versioning Settings: Network
Documentation page, in the Require Check Out section, click
No and then click OK.
Click IT Admins and then click Network Documentation.
e.
Click Actions, and then click Connect to Outlook.
f.
In the Microsoft Office Outlook dialog box, click Yes.
g.
Expand the IT Admins- Network Documentation folder in
h.
Office Outlook.
Double-click Network Configuration. In the Opening Mail
i.
Attachment dialog box, click Open.
In Microsoft Word, click Edit Offline.
j.
In the Edit Offline message, click OK.
k.
l. Make some changes to the document, and then close it.
m. In the Microsoft Office Word dialog box, click Yes.
In the Edit Offline dialog box, click Update.
n.
In the Check In dialog box, click OK.
o.
Close Word.
p.


(continued)

Outlook Integration and Offline Support


2. a.
Synchronize the Deployment Tasks In Internet Explorer, on the Quick Launch bar, click
Deployment Tasks.
task list in Windows SharePoint
Services with Office Outlook. Edit Click Actions, and then click Connect to Outlook.
b.
the Define Hardware Requirements
c.
task, and save it back to the task list.
Under My Tasks, click To-Do Bar Task List.
d.
Double-click Identify Project Team.
e.
Change the Status to Completed.
f.
In the text box, type Project team has been identified, and
g.
then click Save and Close.

In Internet Explorer, click IT Admins, and then click
3. a.
Synchronize the Windows
Calendar.
SharePoint Services calendar with
Office Outlook. Click Actions, and then click Connect to Outlook.
b.
c.
d. Close Office Outlook.
In Internet Explorer, click IT Admins.
e.


Exercise 7: Discussions and Surveys
Windows SharePoint Services provides several enhancements to the discussion boards and surveys
available in earlier versions. In this exercise, you will see the new discussion and survey features
available in Windows SharePoint Services 3.0.

Discussions and Surveys


On the IT Admins home page, click Site Actions, and then click
1. a.
Create a new discussion
Create.
board named ITDiscussion.
Configure the discussion On the Create Page page, under Communications, click Discussion
b.
board with an SMTP Board.
address.
On the New page, in the Name field, type IT Discussion.
c.
In the E-Mail section, click Yes, and then in the E-mail address box,
d.
type ITDiscussion.
Click Create.
e.

Click New.
2. a.
Create a new item in the
discussion board. In the Subject box, type Project team discussion.
b.
In the Body box, type Any volunteers to join the team?
c.
Highlight the text, click the Font Color button, and select a different
d.
color.
Click OK.
e.

Click Welcome Qin Hong, and then click Sign in as Different User.
3. a.
Log on as Greg, and respond
to the discussion. Sign in as ContosoGreg with the password Pa$$w0rd.
b.
On the IT Admins page, on the Quick Launch bar, click IT
c.
Discussion.
Click Project Team Discussion, and then click Reply.
d.
In the Body box, type I am interested, and then click OK.
e.
In the View field in the upper right corner, click Threaded.
f.

Click Welcome Greg Weber, and then click Sign in as Different
4. a.
Download the discussion to
User.
Office Outlook, and then
post a reply to Greg’s Sign in as ContosoQin with the password Pa$$w0rd.In the site
b.
message. breadcrumb, click IT Discussion.
Click Actions, and then click Connect to Outlook.
c.
d.
Double-click the response from Greg, and then click Post Reply.
e.
In the message body, type Thanks Greg. Then click Post.
f.
g. Close the message and close Office Outlook.
On the IT Discussion page, click Project Team Discussion.
h.
i. On the IT Discussion page, point out the reply from Qin. Notice that
the reply is marked as having been e-mailed to the discussion group.
Click IT Admins.
j.


(continued)



On the IT Admins page, on the Quick Launch bar, click Surveys.
5. a.
Create a new survey named
Golf Survey. Configure the On the All Site Content page, click Create Survey.
b.
server to ask several
On the Create Page page, click Survey.
c.
questions, and then configure
In the Name box, type Golf Survey.
d.
question branching.
Under Allow multiple responses, click Yes, and then click Next.
e.
In the Question box, type Are you coming to the golf tournament?
f.
Select Choice (menu to choose from) as the answer type.
g.
Under Additional Question Settings, click Yes.
h.
Highlight Enter Choice #1 and type Yes, I am.
i.
Highlight Enter Choice #2 and type No, I am not.
j.
Highlight Enter Choice #3 and type I am not sure.
k.
Click Next question.
l.
m. Under The type of answer to this question is, click Page Separator.
Click Next Question.
n.
In the Question box, type You know that the deadline is next
o.
Friday?
Select Choice (menu to choose from) as the answer type.
p.
In the Additional Question Settings section, highlight Enter Choice
q.
#1, and type Yes.
Highlight Enter Choice #2, and type No.
r.
Delete Enter Choice #3 and then click Finish.
s.
On the Customize Golf Survey page, scroll down to the Questions
t.
section.
Click Are you coming to the golf tournament?
u.
On the Edit Question page, scroll down to the Branching logic
v.
section. In the list next to I am not sure, click You know that the
deadline is next Friday?, and then click OK.
w. In the site breadcrumb, click Golf Survey.


(continued)



Click Respond to this Survey.
6. a.
Respond to the survey twice
to explore the question On the Golf Survey: New Item page, click Yes, I am, and then click
b.
branching feature. Next page.
Click Save.
c.
On the Golf Survey page, click Respond to this Survey.
d.
On the Golf Survey: New Item page, click I am not sure, and then
e.
click Next page.
Click Yes, and then click Finish Survey.
f.

Introductionto Windows Share Point Services3.0

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