Implementing and Maintaining SharePoint Services 3.0 and MOSS 2007

This course is designed for system administrators, network administrators, system engineers, and those responsible for architecting, implementing and maintaining a SharePoint installation, upgrade, update, patching, administration, configuration, provisioning, testing, SharePoint backup, restore, security and governance. It covers provisioning SharePoint for all potential functionality but does not dive deeply into any one area. It is designed for administrators to be able to answer the question: “how do we implement this in SharePoint?” This course focuses on SharePoint creation and provisioning so it is functional and ready for further customization, configuration and enhancement by management, site administrators and developers as the company may require.

This course is designed for IT Systems Administrators and Engineers and/or persons responsible for implementing and administering enterprise applications. Participants should have knowledge of SharePoint products and technologies. A high level of understanding of some or all of the following: Server 2003 Network Infrastructure, Active Directory, IIS 6.0, IE 7, SQL Server 2005, and Office 2007 is recommended. 

Is is expected students will have at least a year working in a Microsoft enterprise network and application environment

Recommended:

Active Directory Administration Skills as taught in: HH9108 Active Directory Administration

Windows Server Administration skills as taught in HH9208 Implementing, Managing and Troubleshooting Windows Servers and Infrastructure

Best – MCSE Server 2003 Certification

This course is not for people with little or no knowledge of SharePoint and/or the enterprise network and application environment.

Upon completion, the participant will understand how SharePoint sits in the enterprise, what out-of-the-box capabilities are available, understand the function and configuration for Central Administration Operations and Applications management. They will know how to install, configure, update, backup, restore and plan for disaster recovery operations In SharePoint. They will also have an understanding of web applications, site collections, sites and services, site actions and configurations, features, solutions for SharePoint and a working knowledge of content management, business intelligence and enterprise search in SharePoint.

A Real World Environment to work in

The classroom environment will closely simulate the real world. Each participant will have their own SharePoint Server, SQL Server and client.  Presently, an environment is planned that would use two virtual machines: a SharePoint server running WSS/MOSS and SQL Server 2005, SP2, with analysis and reporting services and a client machine running XP, SP2 and Office Pro 2007. The class will have a common domain controller, DNS and file server.  

What this course does not cover

This course will not cover SharePoint Designer or Visual Studio. Other than OOB templates, look and feel themes and master page templates, no customization will be covered. This course does not dive into master pages, layout pages, XML files and formats, web parts and custom functionality. This course does not dive into Business Intelligence or Business Process Management. It does not cover making Sites look and feel like the company, branding,  .NET enhancements, custom workflows. This course does not cover customized search or dive deeply into customized enterprise content management.

 

Course Content

Day 1

Mod 1 - Overview of the SharePoint Technologies

1.       How SharePoint is being used by organizations today – types of deployments

2.       Planning Considerations for testing, staging and deploying SharePoint – Information Architecture – SharePoint architecture

3.       Site hierarchy – considerations for physical architecture and site design – local vs geo deployments

4.       WSS vs MOSS contrast in capabilities and versions

5.       Planning session around a requirements document for Litware Inc – team effort, in class, whiteboard exercise; document results for future exercises.

Mod 2 - Installing, Upgrading and Deploying SharePoint

1.       Environments – creating a test installation; components of the SharePoint deployment (AD,, SQL, IIS, Servers, .NET and ASP.NET)

2.       Requirements for install, upgrade; service accounts (naming and passwords), domain, smtp server, sql server, database names (taxonomy)

3.       New requirements – Slipstreaming installations (req’d Server 2008)

4.       Hotfixes and SP1 requirements

5.       Upgrade scenarios; In-place, clean install and gradual upgrade

6.       Planning migration 2003 to 2007; pre-migration tasks; content migration overview; prescan.exe

7.       Farm scenarios; requirements for farm deployment

8.       Ready a server for SharePoint installation; prep server with IIS provisioning for asp.net, stop default web site, install .NET 3.0, unpack SP1 to folder for slipstream install, check availability of SQL Server, check DNS, check SMTP Server, 

9.       Install of WSS3.0 and MOSS 2007

 

Day 2

Mod 3 - What changes result from Installation and Configuration plus a guide for the SharePoint       Administrator and accidental DBA’s “Everything you wanted to know about SQL Server but were afraid to ask!”

1.       IIS additions; File system additions; SQL Database additions

2.       Accidental DBA guide or How to talk with your SQL DBA about SharePoint:

a.       SQL Server and databases

b.      Getting information from the databases

c.       Managing SharePoint databases

Mod 4 - Configure and provisioning SharePoint and Services for enterprise use

1.       Central Administration – Home page - configurations

2.       Central administration - Operations page - configuration

3.       Central Administration – Application Management page – configuration

4.       Shared Service Provider configuration

5.       IIS Manager; web apps; web sites and properties

6.       Using STSADM as an admin tool

7.       Provisioning SharePoint with features and solutions; template installation

8.       Monitoring SharePoint; PerfMon; 3rd party tools; Logs – location and reading; retention

9.       So you install, upgrade, restore, migration goes south on you and you call Microsoft, what now??!! What to expect when getting help; what logs are needed; always have a good backup, etc. They will ask for these first!

 

Day 3

Mod 5 - Building and provisioning Web Applications, Site Collections and Sites

1.       Site hierarchy per the information architecture planning strategy

2.       Creating a Web Application to host Sites and site collections

3.       Creating the Top Level Site at the Root – site templates

4.       Site composition – site template , master page, layout page, web parts, quick launch, navigation, libraries, lists. Calendars, etc.

5.       Creating site collections with subsite (also called webs)

6.       Site Actions, security trimming

Mod 6 - Configuring Authentication, Access and Security

1.       Farm authentication – at install; Web policies; inheritance and custom permissions

2.       The SharePoint Security Model; web policy; web access using FBA, SSO, ADAM

3.       Security using ISA 2006 and IAG; Keeping SharePoint safe with ForeFront Security and antivirus

4.       Users in SharePoint; built in groups and their functionality; permissions available for creating custom groups and configuring individual site permissions.

5.       AD and site access groups; planning for user profiles and profile services

6.       Creating and managing audiences and targeting specific content to an audience

7.       Personalization – My Sites; user profiles; global customization for My Sites; My Site Hosts template;

8.       Content access and restrictions

 

Day 4

Mod 7 - Provisioning and Managing Search and Navigation

1.       Based on Information Architecture and how users search for information

2.       Search configuration; how search works and Search Server 2008

3.       Difference between Internet search and SharePoint search

4.       People as resources – AD users and metadata, LDAP sources

5.       Defining content; sites; lists; libraries; folders; file system

6.       Search filters; iFilters for specific doc types(i.e.PDF’s)

7.       Crawling content; creating the index

8.       Search architecture; Query servers, index servers

Mod 8 - Provisioning for Enterprise Content Management

1.       Governance – HIPPA, SOX, DoD (5015 procedure for records management)

2.       Records management; web content management

3.       Record Center; Document Center; Reports

4.       The Publishing Portal – Internet facing

5.       Content Types, libraries and Records management

6.       Record Routing and Information Management Policies (auditing, expiry, barcoding,lLabeling)

7.       Site collection auditing

8.       Translation workflows and management for global distribution of web portal content; enable variations and language labeling for variations

 

Day 5

Mod 9 – Planning and provisioning for Business Intelligence and enterprise process management

1.       Reports template; web part pages

2.       BI Components; Business Data Catalog; Excel Services

3.       PerformancePoint Server 2007 – building dashboards

4.       Web parts, KPI, business data templates – displaying SQL data and Excel spreadsheets in SharePoint

5.       Configuring SharePoint and Reporting services for report publishing to SharePoint

Mod 10 – Planning for and testing Disaster Recovery and Business Continuity

1.       The difference between disaster recovery and business continuity

2.       Plan DR based on SLA

3.       Saving documents: versioning and recycle bin

4.       Backup SharePoint – Central Admin and STSADM; full fidelity and no full fidelity

5.       Restore SharePoint – Central Admin and STSADM

6.       Scripting STSDM to create faster recovery

7.       IT Site Delete Capture feature

8.       Database actions: log shipping and data base mirroring with SharePoint