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Part Number: X05-92785
Course Number: 2095A
Released: 5/2001
Delivery Guide
Implementing Microsoft®
SharePoint
™
Portal
Server 2001
Information in this document is subject to change without notice. The names of companies,
products, people, characters, and/or data mentioned herein are fictitious and are in no way intended
to represent any real individual, company, product, or event, unless otherwise noted. Complying
with all applicable copyright laws is the responsibility of the user. No part of this document may
be reproduced or transmitted in any form or by any means, electronic or mechanical, for any
purpose, without the express written permission of Microsoft Corporation. If, however, your only
means of access is electronic, permission to print one copy is hereby granted.
Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual
property rights covering subject matter in this document. Except as expressly provided in any
written license agreement from Microsoft, the furnishing of this document does not give you any
license to these patents, trademarks, copyrights, or other intellectual property.
2001 Microsoft Corporation. All rights reserved.
Microsoft, Active Directory, Active X, FrontPage, JScript, MS-DOS, NetMeeting, Outlook, PowerPoint,
SharePoint, Windows, Windows NT, Visio, Visual Basic, Visual SourceSafe, Visual Studio, and Win32
are either registered trademarks or trademarks of Microsoft Corporation in the U.S.A. and/or other
countries.
Other product and company names mentioned herein may be the trademarks of their respective
owners.
*****************************Illegal for Non-Trainer
Use****************************
Course Number: 2095A
Part Number: X05-92785
Released: 5/2001
ImplementingMicrosoft®SharePoint™PortalServer2001 iii
CONTENTS
Introduction
Course Materials 2
Prerequisites 3
Course Outline 4
Microsoft Official Curriculum 5
Microsoft Certified Professional Program 6
Facilities 8
Module 1: Introduction to SharePoint PortalServer
Overview 1
Common Obstacles to Implementing an Effective Document Management
Solution 2
Introduction to SharePoint PortalServer 11
Using SharePoint PortalServer as an Effective Document Management
Solution 14
Review 28
Module 2: Installing and Configuring SharePoint PortalServer
Overview 1
Deploying SharePoint PortalServer 2
Advanced SharePoint PortalServer Setup Options 16
Post-Installation Issues 17
Installing the Client Components of SharePoint PortalServer 22
Lab A: Creating a Workspace 30
Accessing the Workspace 35
Securing SharePoint PortalServer and the Workspace 43
Using the SharePoint PortalServer Console 49
Lab B: Configuring SharePoint PortalServer 51
Review 62
Module 3: Configuring the Workspace
Overview 1
Planning a New Workspace 2
Creating and Configuring a Category 6
Creating a Document Profile and Document Profile Property 10
Creating Document Folders and Modifying Folder Properties 22
Interaction of Categories, Document Profiles, and Document Folders 29
Lab A: Organizing Documents 30
Review 41
Module 4: Adding Documents to the Workspace
Overview 1
Using, Configuring, and Administering Document Versioning 2
Managing Content and Document Folders 11
Lab A: Adding Documents to the Workspace 23
Review 33
iv ImplementingMicrosoft®SharePoint™PortalServer2001
Module 5: Publishing Documents
Overview 1
Publishing Documents without Approval Routing 2
Demonstration: Publishing Documents without Approval Routing 4
Publishing Documents with Approval Routing 5
Lab A: Approving Documents 16
Using Web Discussion to Review Documents 26
Review 28
Module 6: Adding and Managing External Content
Overview 1
Components of a SharePoint PortalServer Search 2
Adding Content Sources 13
Managing Content Sources 28
Lab A: Adding External Content to a Workspace 42
Review 48
Module 7: Searching for Content
Overview 1
Performing Searches by Using the Dashboard Site 2
Demonstration: Searching and Search Results 9
Optimizing Search Performance and Administering Search Features 14
Multimedia: The Search Process 18
Lab A: Searching for Content 28
Review 37
Module 8: Using the SharePoint PortalServer Dashboard Site
Overview 1
Introducing Digital Dashboard Technology 2
Default Dashboards 6
SharePoint PortalServer Discussions 14
SharePoint PortalServer Subscriptions 19
Customizing the Dashboard Site 33
Lab A: Using the SharePoint PortalServer Discussion and Subscription
Features 43
Lab B: Customizing the SharePoint PortalServer Dashboard Site 52
Review 56
Module 9: Managing SharePoint PortalServer
Overview 1
Examining the Web Storage System 2
Managing SharePoint PortalServer 6
Monitoring SharePoint PortalServer 22
Backing Up SharePoint PortalServer 27
Restoring SharePoint PortalServer 35
Lab A: Backing Up and Restoring SharePoint PortalServer 41
Review 47
ImplementingMicrosoft®SharePoint™PortalServer2001 v
Module 10: Examining an Enterprise-Level Implementation
Overview 1
Planning an Enterprise-Level Implementation 2
SharePoint PortalServer Deployment Scenarios 6
Duplicating a SharePoint PortalServer Computer 13
SharePoint PortalServer Deployment Methods and Considerations 22
Configuring SharePoint PortalServer for Multiple-Server Deployment 31
Lab A: Configuring an Index Workspace 43
Review 47
ImplementingMicrosoft®SharePoint™PortalServer2001 vii
About This Course
This section provides you with a brief description of the course, audience,
suggested prerequisites, and course objectives.
Description
The goal of this course is to provide students with the architectural concepts
and the skills necessary to deploy Microsoft
® SharePoint
™
PortalServer2001
as a search, intranet dashboard site, and document management solution. This
course will provide an overview of each of the major functions provided by
SharePoint Portal Server. It will not discuss how to programmatically extend
SharePoint PortalServer or how to use SharePoint PortalServer as a
development platform.
Audience
This course is intended for information technology (IT) professionals,
Microsoft Office administrators, and Microsoft Certified Solution Providers.
Student Prerequisites
This course requires that students meet the following prerequisites:
Familiarity with Windows 2000 file system security (groups, settings, and
permissions).
Familiarity with document management systems.
Familiarity with the use of Windows applications and Internet browsers.
Working knowledge of Microsoft Office 2000.
Course Objectives
After completing this course, the student will be able to:
Install SharePoint PortalServer and the client components of SharePoint
Portal Server.
Configure the SharePoint PortalServer computer by using Microsoft
Windows
® 2000 file security settings and SharePoint PortalServer roles.
Configure the SharePoint PortalServer workspace by adding categories,
document profiles, and document folders.
Use the document properties and metadata to organize workspace content.
Use the SharePoint PortalServer dashboard site to access content and
demonstrate the digital dashboard architecture.
Customize the layout of the SharePoint PortalServer dashboard site by
modifying properties of the digital dashboard.
Add documents to the SharePoint PortalServer workspace and control user
access to documents by using standard and enhanced folders.
Add metadata for search-specific information.
Create and structure indexes for searching content in SharePoint Portal
Server.
viii ImplementingMicrosoft®SharePoint™PortalServer2001
Create a document approval process for their organization.
Use Web Discussions to add editorial suggestions to documents.
Implement dashboard site security and maintain the digital dashboard site.
Optimize a SharePoint PortalServer computer and SharePoint PortalServer
dashboard site for searches and content access.
Find documents that are stored on multiple servers and data stores, such as
Web servers, file shares, other SharePoint PortalServer computers,
Microsoft Exchange servers, and Lotus Notes servers.
ImplementingMicrosoft®SharePoint™PortalServer2001 ix
Course Timing
The following schedule is an estimate of the course timing. Your timing may
vary.
Day 1
Start End Module
9:00 9:30 Introduction
9:30 10:30 Module 1: Introduction to SharePoint PortalServer
10:30 10:45 Break
10:45 11:15 Module 1: Introduction to SharePoint PortalServer (continued)
11:15 12:00 Module 2: Installing and Configuring SharePoint PortalServer
12:00 1:00 Lunch
1:00 1:15 Lab A: Creating a Workspace
1:15 2:00 Module 2: Installing and Configuring SharePoint PortalServer
(continued)
2:00 2:45 Lab B: Configuring SharePoint PortalServer
2:45 3:00 Break
3:00 4:00 Module 3: Configuring the Workspace
4:00 4:30 Lab A: Organizing Documents
4:30 5:00 Module 4: Adding Documents to the Workspace
Day 2
Start End Module
9:00 9:30 Day 1 review
9:30 10:00 Lab A: Adding Documents to the Workspace
10:00 10:15 Break
10:15 10:45 Module 5: Publishing Documents
10:45 11:15 Lab A: Approving Documents
11:15 12:15 Module 6: Adding and Managing External Content
12:15 1:15 Lunch
1:15 1:45 Lab A: Adding External Content to a Workspace
1:45 2:45 Module 7: Searching for Content
2:45 3:00 Break
3:00 3:45 Lab A: Searching for Content
3:45 5:00 Module 8: Using the SharePoint PortalServer Dashboard Site
x ImplementingMicrosoft®SharePoint™PortalServer2001
Day 3
Start End Module
9:00 9:30 Day 2 review
9:30 10:00 Module 8: Using the SharePoint PortalServer Dashboard Site
(continued)
10:00 10: 15 Break
10:15 11:00 Lab A: Using the SharePoint PortalServer Discussion and
Subscription Features
11:00 11:30 Lab B: Customizing the SharePoint PortalServer Dashboard Site
11:30 12:00 Module 9: Managing SharePoint PortalServer
12:00 1:00 Lunch
1:00 2:45 Module 9: Managing SharePoint PortalServer (continued)
2:45 3:00 Break
3:00 3:30 Lab A: Backing Up and Restoring SharePoint PortalServer
3:30 4:30 Module 10: Examining an Enterprise-Level Implementation
4:30 5:00 Lab A: Configuring an Index Workspace
[...].. .Implementing Microsoft®SharePoint™PortalServer2001 xi Trainer Materials Compact Disc Contents The Trainer Materials compact disc contains the following files and folders: Default.htm This file opens the Trainer Materials Web... instructional strategy for the course and presentation tips and caveats To open the presentation, on the Trainer Materials Web page, click Trainer Preparation Presentation xii ImplementingMicrosoft®SharePoint™PortalServer2001 Student Materials Compact Disc Contents The Student Materials compact disc contains the following files and folders: Default.htm This file opens the Student Materials Web... to view the Student Materials Web page Wordview This folder contains the Word Viewer that is used to view any Word document (.doc) files that are included on the compact disc Implementing Microsoft®SharePoint™PortalServer2001 xiii Document Conventions The following conventions are used in course materials to distinguish elements of the text Convention Use Indicates an introductory page This symbol... choice Indicates a procedure with sequential steps In syntax statements, specifies that the preceding item may be repeated Represents an omitted portion of a code sample xiv ImplementingMicrosoft®SharePoint™PortalServer2001 THIS PAGE INTENTIONALLY LEFT BLANK .
Managing SharePoint Portal Server 6
Monitoring SharePoint Portal Server 22
Backing Up SharePoint Portal Server 27
Restoring SharePoint Portal Server 35
Lab. Backing Up and Restoring SharePoint Portal Server 41
Review 47
Implementing Microsoft® SharePoint™ Portal Server 2001 v
Module 10: Examining an