SharePoint Portal Server

1
SharePoint Portal Server

• Bringing Microsoft together

2
Central Middle School
To open the SharePoint site all you need to do is
type Charlotte in the address bar of your
internet explorer and click enter.
3
Central Middle School
I will then click the link Sites.
4
Central Middle School
To display all sites under the portal area I will
click All Items.
5
Central Middle School
Now that I have all sites in the portal displayed
I will choose Central Middle School.
6
Central Middle School
Main Page for CMS
7
SharePoint

• You will have one main page per school
• Teachers / Faculty will have two options
• 1. To personalize their view of the main
  page.
• 2. Make another page for their class,
  team, or personal web space.

8
SharePoint Portal

• By designing your personal view you will have the
  opportunity to change the layout and web parts
  that you will see when you view the page.
• This will enable you to receive bulletins, links,
  documents, and important dates that the school
  administration wishes you to get.

9
School Page
The school page is designed to allow you to view
bulletins, pertinent information handed down from
administrators, training information, calendars
of local school events, and any other information
that could be stored electronically which will
reduce the wasted need of copied materials. Each
schools home web page will be configured to that
particular school. Please remember that your
configured view of the school web page will be
what you see. Confusion on the collegiate level
that uses sharepoint is that many individuals say
that they did not receive pertinent information
because they removed this information from their
view.
10
How SharePoint is used

• Administrators of each school will specify how
  they wish for their default web page to be
  configured. I will be meeting with each of the
  administrators to configure the default view.
• The next few slides will demonstrate how your
  personal view is seen and configured.
• I will use the CMS web page and two teachers
  accounts to show you how the different views are
  used.

11
Central Middle School
As you can see this is the default view of
CMS. With a teacher logged on I will make
adjustments to the view. These changes are only
for that particular teacher.
12
Central Middle School
I will right click on Modify My Page to bring
up the command box. I then click on design this
page. This will give me the ability to move and
delete items that I dont wish to see.
13
Central Middle School
I move my mouse over the tool bar on the item I
wish to move. While holding the mouse button down
I will drag the selected item to another place on
the screen. After I have picked where I wish to
move the item I will release the mouse button.
14
Central Middle School
The item is now placed at the bottom of this
field.
15
Central Middle School
I will now add an additional outside link to my
view. Microsoft will be updating the
possibilities monthly. I will add an outside
link to my page.
16
Central Middle School
I will left click Modify My Page select Add
Web Parts and select Browse
17
Central Middle School
This will open the dialog box Add Web Parts
18
Central Middle School
I will scroll down the dialog box Add Web Parts
to bring up Page Viewer Web Parts
19
Central Middle School
I choose the top box to place my web part
in. After I drag the selected item to the
position I have chosen, I will release the left
mouse button.
20
Central Middle School
I will then select the link open the tool pane
which will change the dialog box on the left hand
side of the screen.
21
Central Middle School
I will then type in the URL (Web address) in the
space provided. I like google.com.
22
Central Middle School
Next I will select ok and apply to make my
changes active.
23
Central Middle School
As you can see google.com is now added to my view
of CMS. Remember the changes that I do will not
be seen by others. The only rights that you have
are for your own view.
24
How SharePoint is used

• When adding a web part remember that I can type
  in any address that you wish.
• We will now view the CMS page with another users
  account.
• Note that none of the changes we made will be
  seen by the other user.

25
Central Middle School
26
Central Middle School
I will now add another outside link that
Microsoft updates monthly. I like to know what
the weather is so I will add a weather link.
27
Central Middle School
By right clicking the "Modify My Page link I
will Select Add Web Parts and then select
Browse.
28
Central Middle School
This will again bring up the dialog box to the
right hand side of the screen.
29
Central Middle School
By using the scroll box to the right hand side
you can view all available options. I will select
MSNBC WEATHER.
30
Central Middle School
I will right click and hold the left mouse button
while dragging the selected item to the position
of my choice. After I have completed this I will
release the left mouse button.
31
Central Middle School
After I have done this, I will be prompted by
Microsoft to agree to their terms and conditions.
Please select Accept.
32
Central Middle School
I will then need to left click Select a
location.
33
Central Middle School
I will then be prompted to type in the zip code
that I wish to see.
34
Central Middle School
After I type in the zip code I will select GO.
35
Central Middle School
I will then need to verify the setting and select
OK.
36
Central Middle School
This will show my active personal view of my
portal site.
37
Central Middle School
If I wish to undo all changes that I have done I
can select Modify My Page to open the dialog
box and select Reset Page Content. This will
reset the page back to original view.
38
Central Middle School
You will be asked if you are sure that this is
what you wish to do. Click OK.
39
Central Middle School
Your web site will be restored to its original
view.
40
SharePoint

• You will have one main page per school
• Teachers / Faculty will have two options
• 1. To personalize their view of the main
  page
• 2. Make another page for their class,
  team, or personal web space

41
SharePoint

• By making a new web page you will have the
  ability to control who sees your web page and
  what information goes on your web page.
• The link http//rhhs/sites/aplus will allow you
  to view a new personal page that was used for
  instructional purposes. Students could receive
  test, worksheets, etc. from this page.

42
SharePoint

• I have designed the SharePoint portal to allow
  teachers to design and implement pages as they
  need them. Remember these pages could be used
  for team collaboration, teaching aids, or a
  personal data warehouse.
• The site that will allow you to link to other
  sites will be http//charlotte.
• The site labeled teachers allows you to make
  your own site.
• Please follow the steps outlined before to get to
  the teachers web site. I will show these steps
  again.

43
Central Middle School
To open the SharePoint site all you need to do is
type Charlotte in the address bar of your
internet explorer and click enter.
44
Central Middle School
I will then click the link Sites.
45
Central Middle School
To display all sites under the portal area I will
click All Items.
46
Central Middle School
Now that I have all sites in the portal displayed
I will choose Teachers.
47
Central Middle School
This is the main page for the teachers web site.
Teachers will create their own web sites from
this page.
48
Central Middle School
I will need to click the link Create to open
the create link. As you can see this page
offers many different options, however any
changes to this main page will allow everyone to
see them.
49
Central Middle School
We will need to make another web page before we
facilitate the use of the other links. Scroll to
the bottom of the web page and select Sites and
Workplaces.
50
Central Middle School
I will give the title of my web page anything
that I feel pertains to what I will be using it
for.
51
Central Middle School
Next I will give the URL of the web page my last
name. You can give any name to the URL listing
that you wish. I labeled my class web site
Aplus which related to the class I was
teaching.
52
Central Middle School
I will then use the scroll bar at the right hand
side of the screen to display the other choices
on the page. If I wish to change the rights on
my page I would select Use unique
permissions. When finished click Create.
53
Central Middle School
The next page of setting up a personal web page
is displayed. I will need to choose which type of
web page I wish to use. If I need to scroll down
the options I can use the arrow keys.
54
SharePoint

• The link http//tech/sites/thebench/default.aspx
• Will allow you to view the different types of web
  sites that are available through the templates
  available.
• Use the links to the right hand side of the page
  to view each template.

55
Personal Web Page
For this example I will choose Document
Workspace I wish to store all information that I
use in my class to allow students to retrieve
data as they need it.
56
Personal Web Page
I will then need to reposition the web page by
using the scroll bars at the bottom and the left
to show the OK button.
57
Personal Web Page
As you can see I have completed the set up of my
new web page.
58
Setting up your Personal view

• After completing the steps to setting up your web
  page you will now perform some of the most common
  task that will be used with the personal web
  pages.
• Uploading documents
• Surveys
• Discussion Boards
• Links
• Security. (Who is allowed to see my page)

59
Uploading Documents
To upload documents I will select the link
Documents on the right hand pane.
60
Uploading Documents
This will open another page that will give me
options that can be done with the Documents
link. I wish to store all worksheets that I make
here. I will first select the link Create
Document Library.
61
Uploading Documents
I will then select the link Document Library.
62
Uploading Documents
I will then need to name my new document
library. I will label this Science 6th grade. You
also have the option to give a brief
description. The next option gives me the
opportunity to display the document library on my
main page.
63
Uploading Documents
I chose to display the library on the main
page. The next option allows me to hold a backup
copy of the documents whenever they are opened.
This is good to avoid accidental deleting or
wrong changes.
64
Uploading Documents
The last option has to do with what type of
Microsoft program I wish to use when I create a
document directly from the portal site. I will
use Word as my default program. We will see why
this is used later.
65
Uploading Documents
After I have reviewed all my settings I will
click Create to create the new document library.
66
Uploading Documents
My new document library is complete and I am
ready to use it. If I wish to create a new
document within the portal I will select New
Document. As stated earlier the Word program
will be initiated.
67
Uploading Documents
Microsoft Word editor will be initiated. Type
your document.
68
Uploading Documents
After completing your document you will need to
click the save button. You will be prompted to
label your document. Click save after you have
finished naming your document.
69
Uploading Documents
You will need to close out Word and hit the F5
key to refresh the screen. After this you will
see your document. Notice its labeled as to who
turned the document in. This is use full when
having students turn in work electronically.
70
SharePoint Portal Server

• Surveys
• Discussion Boards
• Links
• And security will be done

71
Surveys

• We can use surveys for numerous things.
• Getting team members opinions of topics.
• Asking questions to students
• Now we will see the step by step procedures I
  will use to make a survey.

72
Central Middle School
I will now need to go back to the main page. I
will click Home in the top portion of the page.
73
Central Middle School
I will then select the survey key.
74
Central Middle School
Like making a document library the steps will be
the same. I will select Create Survey.
75
Central Middle School
I will then select the survey link.
76
Central Middle School
Again all options similar as making the Document
library. I will scroll to the bottom of the page
using the scroll bars located at the bottom and
right hand side.
77
Central Middle School
In the survey option pane notice the choices that
are available. You can choose whether or not to
show survey results or allow multiple
responses. Click next.
78
Central Middle School
The next choices are standard choices. I ask
that you click on each to see how the answer
choices are displayed. I will use a yes / no for
this example.
79
Central Middle School
After completing the question I will select
either Next Question or Finish.
80
Central Middle School
The next page allows me to modify specific
changes to the survey. For our example we will
leave everything default. I will select the
Home link to return to my page.
81
Central Middle School
Notice how the created survey is displayed in the
bottom right hand corner. Lets click on the link.
82
Central Middle School
I will then need to click on the Respond to this
Survey.
83
Central Middle School
I will need to leave the check mark checked if
the answer is yes or uncheck the box if the
answer is no. After I have completed I will click
on Save and close.
84
Central Middle School
I, being the administrator of the page can view
the responses. When I have finished I again will
need to click the Home link at the top left
hand corner of the page.
85
Discussion Boards

• Setting up the discussion board is the same steps
  as configuring a document workspace.
• You will notice that once you have the basics
  down this process pretty much repeats itself.

86
Links
To add a link I simply click the Add new link
in the bottom right hand of the screen.
87
Links
This will trigger the next link to appear. I
will type in my favorite link in the box labeled
URL.
88
Links
The next box allows me to label the link.
89
Links
When I have finished I will select Save and
Close.
90
Links
You will notice that the label I gave is
displayed on the main page.
91
SecurityTo configure security we will need to
follow a few simple steps. For all students to
have rights remember ccps\studentsFor all
teachers to have right type ccps\teachers
92
Security
To give permissions to view your web site select
Add new Member link.
93
Security
Click on the Address Book link to open Outlook.
This will allow you to specify who you wish to
have rights. Again if you wish all teachers
simply type ccps\teachers and if you wish all
students type ccps\students
94
Security
You will then need to choose what rights they
will have and scroll to the bottom and select
next.
95
Security
The next page will allow you the option to e-mail
the individuals you have just given rights. Once
you have verified all the information you will
need to scroll to the bottom and click Finish.
96
SharePoint

• These are the basic steps to using SharePoint. We
  will have further class offerings throughout the
  year for specific interests that you may have.
  If you have further questions after this class
  please feel free to contact Statesmen Computers.