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Setting up Windows SharePoint Services

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Configuring key settings

1.      Start ?SharePoint Central Administration? console under Administration Tools

2.      Set the SharePoint administration group

a.       Under ?Security Configuration,? click Set SharePoint administration group

b.      Enter the name of the group that should have full access to all SharePoint sites

c.       Click OK

3.      Configure blocked file types

a.       Under ?Security Configuration? click Manage blocked file types

b.      Edit the list as you see fit

?        If you plan on storing EXE, scripts, html, or similar pages on any SharePoint site you will need to remove those file extensions from this list.

4.      Set the e-mail server

?        SharePoint can send out alerts to users when items in SharePoint change.

a.       Under ?Server Configuration? click Configure default e-mail server settings

b.      Enter in the DNS name for your e-mail server in the Outbound SMTP server field

c.       Enter in the e-mail address you wish users to see on the From and To line when they receive or reply to messages

?        The server specified must accept e-mail from the SharePoint server.? The address specified should be valid, but SharePoint doesn?t require its own mailbox.? This address can be added to an existing mailbox or group or an existing address can be entered.

d.      Click OK

5.      Enable analysis processing

?        This can be used to report or view which site are and aren?t being used, who accesses them the most, and what the most commonly accessed files and lists on the sites are.

a.       Under ?Component Configuration? click Configure usage analysis processing

b.      Click Enable logging

c.       Click Enable usage analysis processing

?        The defaults for both options should be fine.

6.      Close the SharePoint Central Administration page

Creating a SharePoint Site

By default, a basic site will be created on the server that only the person who installed SharePoint, local Administrators, and members of the SharePoint administrator?s group can access.? The default site will look like the image below.

Customizing the default site

Setting permissions

1.      Goto http://<DNS name for the SharePoint server> or http://localhost if you are on the SharePoint server

?        It is highly suggested that you add http://*.<domain name> to the Trusted Sites list on all of your client computers.? This can easily be done with a GPO, see http://www.jsifaq.com/subn/tip6600/rh6644.htm for steps on how to do this.

?        If users are prompted for their username and password, they will become annoyed quickly.? In addition, whenever users open or try to save a document to SharePoint, they will be prompted for their credentials again unless the SharePoint server is in their Trusted Sites list.?

2.      Click on Site Settings at the top center of the page

3.      Click Manage users under ?Administration?

4.      On the Manage Users page, click Add Users

5.      In the Step 1 box, enter in the group of users that should have access to the default SharePoint site in the format of <domain>\<pre-Windows 2000 name>

?        I would suggest using the Domain Users group or some other group that includes all internal users or those that should be able to access the SharePoint site by default.

6.      Under Step 2 choose ?Reader?

?        The Address Book button requires that Outlook is installed on the machine you are currently using.? It allows you to select uses or groups from the GAL when granting access.? This requires you to be running Exchange 200x.

7.      Click Next

8.      Under Step 4 if ?Send the following e-mail to let users know they?ve been added? is checked, uncheck it.

9.      Click Finish

10.  Repeat steps 4 though 9 to add other users with access

?        In step 5 you might want to give a group of users who should be able to modify SharePoint sites ?Web Designer? access in step 6.

11.  Click Site Settings when you are done adding users and groups

Changing the title of the site

1.      Under Site Settings, click Change site title and description under the ?Customization? section

2.      Enter the title you want to show up on the main or root page

?        On all sub-site, those under the main site, there will be a link in the upper right hand corner that will say ?Up to <title>?, in the example above it will say ?Up to Company Portal.?

3.      Click OK

 

Setting up Windows SharePoint Services

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Copyright Stephen Bryant 2008