SharePoint 2007 Operations

Course 50149B: Three Day; Instructor-led

About this Course

This 5-day Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities. Every aspect of managing a SharePoint 2007 Server farm.  This includes integration with applications like IRM, Forefront, and Performance Point.  Learn the many ways to back up and restore SharePoint environments.

Audience Profile

This course is designed for individuals who access information on a Windows SharePoint team site or SharePoint site owners who are responsible for creating and managing a team website.  This includes managers, developers, designers, and every day knowledge workers, anyone that uses SharePoint sites and lists on an everyday basis.

At Course Completion

After completing this course, students will be able to:

This is everything you have been looking for when wanting to learn about the fundamentals of setting up, managing and maintaining a complex SharePoint environment.

Prerequisites

Before attending this course, students must have:

· Experience managing windows server environments.

· Understanding of database and web application architecture fundamentals.

Course Outline

Module 1: Introduction

Module 2: Overview

In this module, we are going to answer the all important questions of "What" and "Why" should we be using SharePoint. We are also going to look at the new and exciting features of SharePoint 2007.

Lessons

· What’s New in SharePoint 2007

· What is SharePoint?

After completing this module, students will be able to:

· Describe the various components of SharePoint.

· Understand what business processes SharePoint is designed to solve.

Module 3: Installing

In this module we are going to take a look at installing WSS and MOSS.

Lessons

· Install WSS

· Install MOSS

· Detach/Attach to SharePoint Farm

Lab : Installing

· Install WSS

· Install MOSS

· Detach/Attach to SharePoint Farm

After completing this module, students will be able to:

· Install WSS and MOSS.

· Detach and attach a server to a farm.

Module 4: SharePoint Architecture

In this module, we are going to take a semi-high level look at SharePoint Architecture.

Lab : Site Definitions

Create One of Each WSS/MOSS Site Definition

Lab : SharePoint Architecture

Explore a SharePoint config file

Lab : SharePoint Architecture

· Learn Content Database structure

· Use Sql Profiler to reverse engineer the web front end and stsadm

Lab : SharePoint Architecture

· Create a Customized Page

· Analyze a Customized Page

Lab : 12 Hive

Explore the 12 Hive

After completing this module, students will be able to:

· Describe the SharePoint architecture.

· Explain the structure of the 12 hive.

· How to reverse engineer SharePoint functionality.

· Describe what it means to have a customized or un-customized page.

Module 5: StsAdm

In this module we are going to take a look at the SharePoint administration tool called stsadm.

Lessons

· stsadm

Lab : Stsadm

Use StsAdm command line tool

Lab : Extend Stsadm

· Review the stsadm commands xml file

· Extend StsAdm

After completing this module, students will be able to:

· Find and execute stsadm commands.

· Extend stsadm with your own commands.

Module 6: SharePoint Services

In this module we are going to review the Services that can be assigned to servers in a SharePoint Farm.

Lessons

· Services

Lab : SharePoint Services

· Explore the SharePoint Services

After completing this module, students will be able to:

· Find SharePoint Services.

· Start and stop services.

· Assign roles to servers in your farm.

Module 7: PowerShell

In this module we will take a look at PowerShell and how it can help us to build more advanced scripts that possible with stsadm.

Lessons

· PowerShell

Lab : Install PowerShell

· Install PowerShell

· PowerShell Basics – Command Lets

· Variables

· Arrays

· White Loop

· If Statement

· Create An Object

· Static Properties

Lab : PowerShell With SharePoint

· Load SharePoint Dll into PowerShell

· Set PowerShell Execution Policy

· Enumerate Webs

· Create a site with PowerShell

· Create/Update an item with PowerShell

· Backup SharePoint with PowerShell

· Profiles and MySites script

After completing this module, students will be able to:

· Install PowerShell.

· Create PowerShell scripts.

· Learn to use SharePoint object model with PowerShell.

Module 8: General Operations Tasks

In this module we are going to take a look at several general operation tasks you will perform as an administrator of a SharePoint Farm.

Lessons:

· Master Site Directory

· Alternate Access Mappings

· External Service Connections

· Language Packs

· Email Settings

· Features And Solutions

· Migrating File Shares

Lab : Email Settings

· Configure the Outgoing Email Settings

· Load balance Email Load

· Configure the Incoming Email Settings

Lab : Distribution Groups

· Create Active Directory Distribution Groups

Lab : Migration File Shares

· Migrate a File Share

· Blocked File Types

· NTFS Permissions

Lab : Master Site Directory

· Setup the Master Site Directory

Lab : Alternate Access Mappings

· Configure Alternate Access Mappings

· Test Alternate Access Mappings

Lab : External Service Connections

· Records Center

· Document Conversion

Lab : Features and Solutions

· Features

· Solutions

After completing this module, students will be able to:

Configure the following:

• Email Settings
• Distribution Groups
• Migrating File Shares
• Master Site Directory
• Alternate Access Mapping
• External Service Connections

Module 9: Information Rights Management

SharePoint has the ability to tie into Windows RMS. This is configured on the Central Administration site and requires that you have the RMS Client installed. When setup correctly, document libraries will contain a custom action that allows you to configure IRM for each library. When using RMS, the documents will remain unencrypted in the content database, and will be encrypted when downloaded. This allows the indexing server to be able to index the content in the libraries for searching. As you will see on the next slide, SharePoint permissions map to IRM permissions.

Lessons

• Information Rights Management
• SharePoint IRM

Lab : Information Rights Management

• Install Information Rights Management (IRM)
• Configure IRM
• Use IRM

After completing this module, students will be able to:

• Describe IRM
• Understand how to install Windows Rights Management Server
• Understand how to configure SharePoint to use Windows RMS

Module 10: Antivirus

In this module we will review setting up Antivirus for SharePoint 2007.

Lessons

· Microsoft ForeFront

Lab : Forefront

• Install Microsoft Forefront
• Configure Microsoft ForeFront

After completing this module, students will be able to:

• Install ForeFront
• Configure ForeFront
• Configure SharePoint to work with ForeFront

Module 11: Information Management Policy

In this module we are going to explore the features of the Information Management Policy Feature of SharePoint 2007.

Lab : Information Management Policy

• Create a basic policy (Manual)
• Use a policy

After completing this module, students will be able to:

· Configure Document Built in Policies

Module 12: Single Sign On

In this module we are going to review the Single Sign On product that comes with SharePoint 2007.

Lessons

· Single Sign On

Lab : Single Sign On

• Learn how to Configure Single Sign On
• Program web parts to use Single Sign On

After completing this module, students will be able to:

• Enable SharePoint SSO
• Configure SSO
• Add SSO Applications
• Add credentials to an SSO application

Module 13: Logging Settings

In this module we will review some debugging tools.

Lab : Logging Settings

· Learn to Debug SharePoint via Log Files

After completing this module, students will be able to:

• Find the log files
• Configure SharePoint to do verbose logging
• Be able to quickly find errors using Excel

Module 14: Usage Analysis Processing

In this module we will review Usage Analysis Processing.

Lessons

· Usage Analysis Processing

Lab : Usage Analysis Processing

• Enable Usage Analysis Processing (UAP)
• Use UAP

After completing this module, students will be able to:

• Enable UAP
• Configure log processing

Module 15: Content Deployment

In this module we are going to look at the Content Deployment features of SharePoint 2007.

Lab : Content Deployment

• Setup Content Deployment Path and Jobs
• Quick Deployment
• Debug Content Deployment

After completing this module, students will be able to:

• Setup Content Deployment
• Deploy content via jobs
• Setup Quick Deploy
• Work with Variations

Module 16: Backup Restore

In this module we will review all the various ways to backup SharePoint 2007. We will also look at Disaster Recovery and High Availability Techniques.

Lessons

• Disaster Recover Techniques
• Restore Techniques
• Backup Techniques

Lab : Backup Central Administration

· Use Central Administration to Backup and Restore (Farm)

Lab : Backup SQL Server

· Use SQL Server to Backup SharePoint

Lab : Backup Stsadm

• Use stsadm to backup and restore a Farm
• Use stsadm to export a site collection
• Use stsadm to export a single site

Lab : Backup Site List Template

• Create a List Template
• Create a Site Template
• Create a Site from the new Site Template
• Create a List from the new List Template

Lab : Backup SharePoint Designer

• SharePoint Designer Backup (Web Package)
• SharePoint Designer Backup (Content Migration)
• SharePoint Designer Backup (Site Template)

After completing this module, students will be able to:

• How to backup and restore with Central Administration
• How to backup and restore with stsadm
• How to backup and restore with SQL Server
• How to backup and restore with Site Templates
• How to backup and restore with SharePoint Designer
• How to backup and restore with List Templates

Module 17: Timer Jobs

In this module we will review the various timer jobs that are setup by SharePoint and executed by the Timer Server (OWSTimer.exe).

Lessons

· Timer Jobs

Lab : Timer Jobs

• Explore SharePoint Timer Jobs
• Disable a job
• Disable the Timer Service

After completing this module, students will be able to:

• Where to view timer job definitions and status
• How to change a timer job schedule

Module 18: Shared Service Provider

In this module we are going to review the Shared Services feature of SharePoint.

Lessons

· Shared Services

Lab : Shared Service Provider

• Create an Shared Service Provider (SSP)
• Configure multiple SSPs
• Configure global “My Sites”

After completing this module, students will be able to:

· Describe all the features of Shared Service Providers

· The best practice way of installing an SSP

Module 19: Application Security

In this module we are going review several aspect of SharePoint Security.

Lessons

• Custom Authentication
• Code Access Security
• Securing Communications
• SharePoint Security

Lab : Application Security

• Application Pools
• Web Application Security
• Site\List\Item level Security
• SSL Security

Lab : Custom Authentication

· Change the default Authentication Method of SharePoint to use a custom Membership Provider (ASP.NET 2.0)

After completing this module, students will be able to:

• Setup Application Pool security
• Set web application policy
• Understand site\list\item inheritance
• Be able to enable SSL on a site

Module 20: Info Path Services

In this module we are going to take an in-depth view at InfoPath Forms Services!

Lessons

• InfoPath and Windows Workflow
• InfoPath Forms Services
• Best Practices
• InfoPath 2007

Lab : InfoPath Services

• Review MOSS Forms
• Publish/Upload a Form to Forms Library
• Verify/Upload/Activate a Form with IFS

After completing this module, students will be able to:

• Create InfoPath forms from various sources
• Upload user forms to libraries
• Upload Administrator approved forms
• Use forms in ASP.NET 2.0 applications

Module 21: Business Data Catalog

In this module we will take a look at the Business Data Catalog of MOSS!

Lessons:

· Business Data Catalog

Lab : Business Data Catalog

• Import an application definition file
• Utilize BDC web parts
• Utilize Filter web parts

Lab : BDC Application Definition Files

• Review BDC Schema
• Create a BDC File (manually)
• Create a BDC File (Code Gen)

Lab : BDC Permissions

• DataSource Permission Errors
• Application Permission Errors
• Entity Permission Errors

Lab : BDC Authentication

• Modify BCD to Use Database Credentials
• Modify BDC to Use Single Sign On
• Custom Single Sign On Solution

Lab : BDC Profiles

• Search and BDC Integration
• BDC Entity Profile

After completing this module, students will be able to:

• Create an application definition file
• Import an application definition file
• Troubleshoot data source and BDC Permissions
• Setup Indexed BDC data
• Customize BDC profile pages

Module 22: Search

In this module we are going to explore SharePoint Search! This includes an overview of the different search versions, how to setup search, program to the object model and web service APIs, perform searches and how to extend search's capabilities!

Lessons

• Performing Searches
• Tuning Search
• Search Overview
• Extending Search

Lab : Search

• Create Content Source
• Create Crawl Schedules
• Crawl All Scopes
• Create Crawl Rule
• Create Search Scopes
• Add a File Type
• Set Default Access Account
• Query Crawl Logs

Lab : Tuning Search

• Relevance
• Keyword and Best Bets
• Thesaurus
• Noise Words

Lab : Customizing Search

· Customize Search Results

After completing this module, students will be able to:

• Create Content Sources
• Create Crawl Schedules
• Create Crawl Rules
• Create Search Scopes
• What the difference is between the static and dynamic algorithms
• Understand how to tune search

Module 23: Excel Services

In this module we will review Excel Services!

Lessons

· Excel Services

Lab : Excel Services

· Learn to use Excel Services

· Create/Publish to Excel Services

· Configure Excel Services

· Shared Data Connections

· Single Sign On Data Connections

· Customize XLViewer.aspx

After completing this module, students will be able to:

· Setup and configure Excel Services

· Use the Excel Services Web Parts

· Use the Excel Services Object Model

· Use the Excel Services Web Service

· Create User Defined Functions

Module 24: User Profiles MySites

In this module we are going to explore User Profiles and administering them!

Lessons

· My Sites

· User Profile Overview

· User Profile Settings

Lab : User Profiles

· Configure User Profiles (Active Directory)

· Configure Import Connections

· Configure Profile Properties

Lab : MySites

· Create your my Site

· Your Profile

· Colleagues

· Colleagues - Tracking Changes

· Explore Memberships

· Explore In Common With

· Documents

· Configuring My Calendar Web Part

· RSS Viewer

· Personal vs. Shared Views

· My Links

After completing this module, students will be able to:

· Configure User Profiles

· Configure Import Connections

· Add User Profile properties

Module 25: Performance Optimization Lessons

· Capacity Planning

· Performance Optimization Techniques

Lab : Performance Optimization

· Database Tuning (Recovery Mode)

· Database Tuning (TempDB)

· Database Tuning (Indexes)

· Warm-up Scripts and Application Pool Timeout

After completing this module, students will be able to:

· Optimize SharePoint solutions

Module 26: Updating The Farm

Lessons

· Service Packs

Lab : Updating The Farm

· Upgrade to SP2

After completing this module, students will be able to:

· Apply a SharePoint Service Pack

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