SharePoint Portal Server

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SharePoint Portal Server

• Step by Step Directions
• Charlotte County Public Schools
• 2007

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Generic Directions

• These directions apply to all schools in our
  county
• Central Middle School is used as an example only

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SharePoint Portal Server

• There is one main page per school
• Teachers / Faculty will have two options
• 1. To personalize the view of your schools
  home page. By designing a personal view you have
  the opportunity to change the layout and web
  parts you 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.
• 2. Make another page for your class, team, or
  personal web space

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School Page
The school page is designed 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 is configured for the needs
of the particular school. Remember that your
configured view of the school web page will be
what you see only. Therefore, if you do not
receive pertinent information is it because you
removed this information from their view.
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Personalize Home View

• The following slides will take you step by step
  to personalize you view of your schools site.
• This presentation uses Central Middle school as
  an example only. If you work in another school,
  please click on your home school.

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Open SharePoint
To open the SharePoint site type Charlotte in the
address bar of Internet Explorer and click enter.
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Open SharePoint
Click Sites
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Open SharePoint
To display all sites under the portal area click
All Items
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Open SharePoint
Now choose your school example - Central
Middle School.
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Open SharePoint
Main page for CMS is opened
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Personalize Home Page View
1. Right click on Modify My Page to bring up
the command box. 2. Click on design this page.
(This will give you the ability to move and
delete items that you do not wish to see.)
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Personalize Home Page View
3. Move the mouse over the tool bar on the item
you wish to move, example Announcements. Hold
the mouse button down and drag the selected item
to another place on the screen. 4. Release the
mouse button.
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Personalize Home Page View
Note Announcements are now placed at the bottom
of this field.
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Personalize Home Page View
To add an additional outside link to your view.
(Microsoft updates the possibilities monthly)
1. Left click Modify My Page select Add Web
Parts and select Browse
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Personalize Home Page View
2. The dialog box Add Web Parts opens
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Personalize Home Page View
3. Scroll down the dialog box Add Web Parts to
bring up Page Viewer Web Parts
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Personalize Home Page View
4. Choose the top box to place my web part in. 5.
After dragging the selected item to the position
you have chosen, release the left mouse button.
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Personalize Home Page View
5. Select the link open the tool pane which
will change the dialog box on the left hand side
of the screen.
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Personalize Home Page View
6. Type in the URL (Web address) in the space
provided. Example www. google.com (You may type
any address you choose)
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Personalize Home Page View
7. Click ok and apply to make the changes active.
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Personalize Home Page View
www.google.com is part of your view of
CMS. Remember the changes will not be seen by
others. The only rights that you have are for
your own view. (To delete this change click the x)
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Personalize Home Page View Add Weather
Add another outside link that is updated by
Microsoft monthly. Example Add a weather link
1. Right click "Modify My Page link and select
Add Web Parts and select Browse.
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Personalize Home Page View Add Weather
2. The dialog box appears on the right hand side
of the screen.
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Personalize Home Page View Add Weather
3. Use the scroll box to the right hand side to
view all available options. Select MSNBC
WEATHER.
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Personalize Home Page View Add Weather
4. Right click and hold the left mouse button and
drag the selected item to the position of your
choice. Release the left mouse button.
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Personalize Home Page View Add Weather
5. At the Microsoft prompt to agree to their
terms and conditions - Select accept.
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Personalize Home Page View Add Weather
6. Left click Select a location.
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Personalize Home Page View Add Weather
7. Type in the zip code of the weather you wish
to view
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Personalize Home Page View Add Weather
8. After typing the zip code select GO.
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Personalize Home Page View Add Weather
9. To verify the setting (Fahrenheit) and select
OK.
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Personalize Home Page View Add Weather
Now the weather is a part of my home school
site. 10. To undo all changes made select
Modify My Page to open the dialog box and
select Reset Page Content. This will reset the
page back to original view.
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Personalize Home Page View Add Weather
11. At the prompt asking if you are sure that
this is what you wish to do. Click OK and the
weather will be deleted and you home page will be
back to the original view.
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To Make a Personal Web Page

• The SharePoint portal is designed 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.

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Personal Web Page
To open the SharePoint site type Charlotte in the
address bar of Internet Explorer and click enter.
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Personal Web Page
Click the link Sites.
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Personal Web Page
To display all sites under the portal area click
All Items.
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Personal Web Page
Choose Teacher Pages
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Personal Web Page
This is the main page for the teachers web site.
Teachers will create their own web sites from
this page.
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Personal Web Page
Click the link Create to open the create
link. This page offers many different options,
however any changes to this main page will allow
everyone to see them.
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Personal Web Page
First make another web page before you can use of
the other links. Scroll to the bottom of the web
page and select Sites and Workplaces.
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Personal Web Page
Give your page a title.
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Personal Web Page
Next give the URL of the web page your last name
this will make it easy to remember. 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.
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Personal Web Page
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.
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Personal Web Page
The next page of setting up a personal web page
is displayed. Choose which type of web page you
wish to use. Scroll down to see the different
options.
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.
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Personal Web Page
For this example choose Document Workspace This
will create a storage place information that you
use in your class to allow students to retrieve
data as they need it.
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Personal Web Page
Reposition the web page by using the scroll bars
at the bottom and the left to show the OK
button.
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Personal Web Page
Now you have completed the set up of your new web
page.
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Setting up your Personal view

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

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Uploading Documents
To upload documents select the link Documents
on the right hand pane.
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Uploading Documents
This will open another page that will give you
options that can be done with the Documents
link. To store all worksheets that you
make. First select the link Create Document
Library.
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Uploading Documents
Select the link Document Library.
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Uploading Documents
Name the document library. I will label this
Science 6th grade. You also have the option to
give a brief description.
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Uploading Documents
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.
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Uploading Documents
The last option has to do with what type of
Microsoft program you wish to use when you create
a document directly from the portal site. Choose
Word as the default program.
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Uploading Documents
After reviewing all the settings click Create.
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Uploading Documents
The Document is now ready to use. To create a new
document within the portal select New
Document. Word will be opened and you may type
your document.
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Uploading Documents
After completing the document click the save
button. You will be prompted to label your
document. Click save after you have finished
naming your document.
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Uploading Documents
Close out Word and hit the F5 key to refresh the
screen. The document appears. Notice its
labeled as to who turned the document in. This is
useful when having students turn in work
electronically.
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Uploading Documents
You may also upload documents by clicking on
Explorer View and you may drag and drop several
files at one time.
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To Create A Survey
Click Home in the top portion of the page.
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To Create A Survey
Select the survey key.
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To Create A Survey
Select Create Survey.
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To Create A Survey
Select the survey link.
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To Create A Survey
Scroll to the bottom of the page using the scroll
bars located at the bottom and right hand side.
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To Create A Survey
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.
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To Create A Survey
The next choices are standard choices. Click on
each to see how the answer choices are
displayed. I will use a yes / no for this example.
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To Create A Survey
Type in the question Select either Next Question
or Finish.
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To Create A Survey
The next page allows you to modify specific
changes to the survey. For our example we will
leave everything default. Select the Home link
to return to my page.
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To Create A Survey
Notice the created survey is displayed in the
bottom right hand corner. Click on the link.
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To Create A Survey
Click on the Respond to this Survey.
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To Create A Survey
Leave the check mark checked if the answer is yes
or uncheck the box if the answer is no. After
completing the survey click on Save and close.
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To Create A Survey
Being the administrator of the page, you can view
the responses. When finished click the Home
link at the top left hand corner of the page.
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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.

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To Add Links
To add a link simply click the Add new link in
the bottom right hand of the screen.
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To Add Links
1. Type in a link in the box labeled URL. 2.
Label the link 3. Type any notes you may need
about the link
4. When finished select save and close
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To Add Links
Notice that the label you gave is displayed on
the main page.
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Security

• To configure security we will need to follow a
  few simple steps.
• For all students to have rights remember
  ccps\students
• For all teachers to have right type ccps\teachers

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Security
To give permissions to view your web site select
Add new Member link.
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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
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Security
You will then need to choose what rights they
will have and scroll to the bottom and select
next. Unless you desire them to make changes,
click Reader only.
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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.
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SharePoint

• These are the basic steps to using SharePoint.
• If you have further questions contact Statesmen
  Computers.