Sharepoint Portal Server Basics

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Sharepoint Portal Server Basics
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Introduction

• Sharepoint server belongs to Microsoft family of
  servers
• Integrated suite of server capabilities
• Hosted Application i.e. runs on a windows
  server O/S
• Support for Intranet, extranet access available
• Improves organizational effectiveness by sharing
  information, content management

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Beneficiaries of Sharepoint

• Business Manager
• Can access contents (files) that are confidential
  from remote place if provided with proper
  credentials
• Minimizes operation cycle time and travel time
• IT Professional
• High availability, security of artifacts
• Simplicity in accessing contents
• End user
• Alerts through email
• Dash boards to compare results
• Message boards to discuss matters

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Features

• Document Management
• Can create, upload, modify, check in and check
  out, delete documents
• Centrally store documents and access them from
  anywhere.
• User Management
• Create users, groups, change password
• Content Management
• Can create sites and sub sites for every entity
  like testing team, development team, guests etc
  and provide contents appropriate for them

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Architecture
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Creating a Top level site

• Follow these steps to create a top level site
• Open IIS and create a virtual directory and
  assign a port number other than 80 (as it will be
  used by http request)
• In the sharepoint administration, click on
  Extend Virtual Server under server
  administration, click Ok in the new page that was
  opened after giving administrator details,
  sharepoint server details
• Click on Create Content db under server
  administration. In the landing page click ok,
  after selecting server and db.

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Top level site contd

• Select the virtual server that was created
  (virtual directory port will be listed)
• Give a name for the site and click OK
• The url for the site will be displayed
• Click on the url.
• A new window will be opened with the template
  selection screen
• Select a template for the site and give OK

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Logging in to a sharepoint site
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Sample Site
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Managing Users

• Add the users to the sharepoint portal group
• Go to Computer Management
• Select users and groups
• Under groups, select Sharepoint user group and
  right click on it to add new user.
• In the new user dialog box, give the user details
  as DomainName\UserName and press OK. That user
  will be associated to the group
• We can also create local users in the computer
  and make them access sharepoint

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Users (Contd..)

• Log in to the sharepoint site
  http//servernameportnumber/site/default.aspx as
  an administrator
• Navigate to Settings tab in the top of the site
• Click on Manage Users
• Click on Add Users and give the user details,
  email Id, select the sharepoint group to which
  the user will be associated and click Ok.
• Email will be sent to the user along with the
  link to the sharepoint site

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Managing Groups

• Users can be assigned to the default groups
  present in sharepoint
• Administrator Has overall control of the site
• Contributor Can contribute items for the site
• Web Designer Can add new pages
• Reader Can only view the contents
• We can also add new groups and assign access
  rights for the groups
• Click on Manage groups in the Settings page and
  click on Add New Group to add new group

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Creating Sub sites

• To add a new sub site, click on the Create link
• Click on Sites link on the page
• Give a name for the sub site and click OK
• Choose a template for the site and the new site
  will open up
• Go to Site administration page and click on add
  users
• Enter user detail and associate the user with the
  Administrator group

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Configuring Email Server

• Open Sharepoint central administration window
• Click on Configure email settings link under
  Server Configuration
• Give name for the smtp server
• Click Ok
• Now all mails related to the sites operation will
  be routed via the email server specified.

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Databases used

• Configuration DB
• This is the database that contains all
  configuration information related to the server
  database connection etc
• Content DB
• This database contains the sites, subsites data
• For each site a new content db is created
• Component Services DB
• This contains details regarding the sharepoint
  services like alerts, messages, site quota,
  content db details etc

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Creating Site Templates

• Choose a sharepoint site that we need to save as
  a template
• Go to Site Administration page
• Click on Save Site as Template link
• It will ask a name for the template and an option
  to save the data of the site page too. Give a
  name for the template
• The site will be saved as a template and can be
  used while creating a new sharepoint site

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Viewing Statistics

• In the site administration page, we have options
  for
• Viewing site usage
• Who have accessed the site
• When the site has been accessed
• How many hits have been there for this site
• Viewing site quota
• How much space available for a site
• How many users can be created for a site
• How many users have been added
• How many space has been used, by which module etc

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Web Parts

• Web parts enhance the sites functionality
• They are all additional component that can be
  added to the site
• We can add custom parts to the site
• Custom parts can be created using visual studio
  and they can be saved as dwp files
• Search, Browse, Upload are few of the available
  web parts
• They can be added by administrator, using Site
  Settings -gt Add Web Parts link

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Anonymous Access

• Go to Sharepoint administration console
• Click on Anonymous Access setting
• Give the portal name for which anonymous access
  need to be given
• Check the Allow Anonymous Access check box and
  give OK
• We need to be careful before giving anonymous
  access as anyone will be able to crawl through
  the site content

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Intranet / Extranet setting

• We can give separate intranet name or extranet
  name for the portal site
• Click on Configure Site settings for intranet /
  extranet access on the central administration
  page
• Give the sharepoint url for the default url
• Give names for intranet (inside a company),
  extranet (outside a company) accesses and give Ok
• Now we can access the portal site using the new
  names given

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Back up and Restore

• There is a sharepoint Back Up Restore utility
  that allows us to take back up of a sharepoint
  database, portal site and restore the same in
  another machine or in the same machine in case of
  any calamity
• This is for disaster recovery

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Back Up

• The available components are listed and we can
  select a component and take a back up.
• Back up will create two files XML configuration
  file that tells about the server from which back
  up was taken, status of the operation etc
• Back up file with an extension SPB (Share Point
  Backup) that has the data

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Restore

• Available components that are ready for restore
  will be listed
• We need to mention a configuration file (XML
  file) to restore
• Once the information about XML file is given and
  component for restore is selected, restore will
  begin
• The status will be communicated to the
  administrator

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Back up / Restore Command line utility

• The following tool comes along with sharepoint
• They are located in the bin folder in the path
  where sharepoint is installed
• Spsbackup takes back up of all sites and dbs
• Spsadm takes back up of windows sharepoint
  service site collections
• Smigrate migration and upgradation tool used
  for migrating database or portal site from one
  system to another or from one version to another

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Third Party Recovery tool

• Veritas Back Up Exec10.0
• Sharepoint server level back up
• CA Brightstor ARC Serve Back Up
• Back up and restore of sharepoint db hosted on
  various SQL server across enterprise
• Advanced document level back up and restore
  support
• Ave Point DocAve
• Item level back up and restore
• CommVault GA Galaxy
• SPS 2003 DB level backup and recovery
• Webstore back up and support