Service Applications

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    Table of Contents

    SharePoint RTM - IT PRO - Service Applications ...................................................................... 1

    Exercise 1 Adding, Configuring, and Consuming the Managed Metadata Service Application ..................................... 2

    Exercise 2 Review People Configuration and My Sites ................................................................................................ 10

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    SharePoint RTM - IT PRO - Service

    Applications

    Objectives After completing this lab, you will be better able to:

    Configure the new Managed Metadata Service Application Associate the Managed Metadata Service Application with a Web

    Application

    Manage the Metadata Service by adding your own custom Groups andTerm Sets

    Import a group into the Enterprise Term Store within the Metadata Service Utilize the Managed Metadata Service Application within a list Configure My Site settings Create a My Site

    Scenario Now that you have installed SharePoint, it is time to start to take a look atconfiguring some of the features and functionality that can be found in Central

    Administration, such as the new Managed Metadata Service Application, and

    My Sites.

    Estimated Time to

    Complete This Lab45 Minutes

    Computers used in this

    Lab

    demo2010a

    The password for the Administrator account on all computers in this lab is:

    pass@word1

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    Exercise 1

    Adding, Configuring, and Consuming the Managed

    Metadata Service Application

    ScenarioIn this exercise you will learn how to add, configure and consume the managed metadata service application.

    Tasks Detailed Steps

    Complete the following

    tasks on:

    Demo2010a

    1. Creating a NewManaged Metadata

    Service Application

    a. Open Central Administration by clicking Start > All Programs > MicrosoftSharePoint 2010 Products > SharePoint 2010 Central Administration.

    b. Under the Application Management section, click Manage Service Applications.

    c. In the Ribbon, click New > Managed Metadata Service.

    d. Fill out the Create New Managed Metadata Service page: For Name, enter Enterprise Term Store

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    Tasks Detailed Steps

    For Database Name, enter Metadata_Enterprise_Term_Store

    For Application Pool select Use existing application pool. Choose SharePoint Web Services Default from the drop down.

    For Content Type hub: enter http://portal.contoso.com.

    Click OK.

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    Tasks Detailed Steps

    2. Managing theMetadata Service

    a. Click on Application Management in the Quick Launch.b. Under the Service Applications header, click on Manage service applications.

    c. In the list of Service Applications, select the first line for Enterprise Term Store.Do not click the link itself instead, click anywhere in the row to select it.

    d. In the Ribbon click Manage:e. When the page refreshes, hover over Enterprise Term Store, click the dropdown

    and select New Group.f. Type Pets and press Enter.

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    Tasks Detailed Steps

    g. Click on Pets and from the drop down click New Term Set.

    h. Type Dogs and press Enter.i. Click on Pets and select New Term Set from the dropdown.j. Type Cats and press Enter.

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    Tasks Detailed Steps

    k. Click on Dogs and from the drop down select Create Term.l. Type Boxer and press Enter.m. Type German Shepherd and press Enter.n. Type Puggle and press Enter.o. Click on Cats and from the drop down select Create Term.p. Type House Cat and press Enter.q. Type Skinny Cat and press Enter.r. Type Fat Cat and press Enter.

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    Tasks Detailed Steps

    3. Adding a Group byImporting it

    a. In the Taxonomy Term Store menu on the left, select Enterprise Term Store.b. In the Properties section of the page, right-click on View a sample import file.c. Click Save Target As

    d. In the Save As box, choose Desktop and click Save. This will save a sample .csvfile (called ImportTermSet.csv) to the desktop, which you will use to import terms

    into the term store. Click Close on the Download complete dialogue box.

    e. Click the Enterprise Term Store dropdown in the left pane and click New Group.f. Type Locations and press Enter.g. Click on Locations and select Import Term Set from the drop down.h. In the pop up window, click Browsei. Choose the file ImportTermSet.csv from the Desktop and click Openj. Click OKk. Click the arrows to expand the PoliticalGeography section and its term-sets to

    see all of the Terms that were imported

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    Tasks Detailed Steps

    4. Consuming the Termsfrom a List

    a. In the web browser, open http://portal.contoso.comb. Click Site Actions > View all site contentc. In the Document Libraries section, click Documentsd. In the Ribbon, click on the Library tab under the Library Tools bare. Within the Ribbon, click on Create Column

    f. In the Create Column window, enter the following:g. Column Name = Type of Dogh. Type = Managed Metadatai. Scroll down the page to the Term Set Settings, where Use a managed term set: isselected.j. Drill down in the Enterprise Term Store tree and select Dogs

    k. Scroll down and click OKl. In the Ribbon click the Documents tab.m. Click Upload Document.n. Click Browse.o. Browse to C:\ITPro\SampleDocs,select Document 1 and click Open.p. Click OK.q. On the Documents Document 1.docx screen, look at the Type of Dog field. Click

    the tag icon to the right of the field.

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    Tasks Detailed Steps

    r. Now you can browse the Dogs portion of the Term Store. Choose a Type of Dog,click Select >>, and click OK.

    s. Click Save in the Document Document 1.docx window to save the document inthe Document library.

    t. You have successfully created a Term Store in Central Administration andconsumed terms from the term store in a list on the portal site.

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    Exercise 2

    Review People Configuration and My Sites

    ScenarioIn this exercise you will learn how to review people configuration and my sites

    Tasks Detailed Steps

    Complete the following

    tasks on:

    Demo2010a

    1. Review Peopleconfiguration

    a. Open Central Administration by entering http://demo2010a:2010 in yourbrowser.

    b. From the Application Management section, click Manage service applications.c. From the list of Service Applications, click on User Profile Service Application.d. In the Ribbon, click Manage.Note: If you review the Manage Profile Service: User Profile Service Application page

    you will notice several familiar links. Many of the configuration settings that were

    available from the Shared Service Provider (SSP) page in MOSS 2007 are now on this

    screen.

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    Tasks Detailed Steps

    2. Configure My Sites Note: Just as in MOSS 2007, by default all authenticated users have access to create aMy Site. In this section you will remove this permission from all authenticated usersand give it only to Domain Administrators.

    a. Within the People section, click Manage User Permissions. (Not to be confusedwith Managed User Properties.)

    b. When the window opens, make sure NT AUTHORITY\Authenticated Users isselected and deselectCreate Personal Site.

    c. In the To add an account box, type domain admins and click Add. The namewill resolve to CONTOSO\domain admins and will be added below.

    d. Select CONTOSO\domain admins in the Account, Group or Claim: box, thencheck Create Personal Site in the Permissions box below:

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    Tasks Detailed Steps

    e. Click OK.f. On the Manage Profile Service: User Profile Service Application page, under the

    My Site Settings section, click Setup My Sites. (Note: You wont be changing any

    settings on this screen, only reviewing the existing settings.)

    Note: While reviewing this screen, you will notice that when the Farm Configuration

    Wizard created the People Service Application, it configured the

    http://intranet.contoso.com Web Application to host My Sites. The My Site Host site

    collection was created at http://intranet.contoso.com:80/my, and the My Sites will behosted under the managed path my/personal. The only thing left is to confirm that

    Self Service Site Creation is on.

    g. On the Quick Launch bar, click Application Management.h. In the Web Application section, click Manage web applications.i. Select Intranet from the list of Web Applicationsj. In the Ribbon, click Self-Service Site Creation.k. Verify that Self-Service Site Creation is set to On.l. Click OK.m. My Sites are ready to go. You can test out the creation of a My Site and explore its

    functionality.

    n. In the web browser, type http://portal.contoso.com in the address bar and hitEnter

    o. Near the top right corner of the screen click on System Account.p. In the menu, click My Site.

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    Tasks Detailed Steps

    q. On the My Site landing page, click the My Content link above the Ribbon toprovision the rest of the My Site libraries and lists.

    r. Click System Account in the upper right and select My Profile to view the profilepage.

    s. Spend a few minutes exploring the new My Site and profile page as well.