Contents Overview 1 Introducing Digital Dashboard Technology 2 Default Dashboards 6 SharePoint Portal Server Discussions 14 SharePoint Portal Server Subscriptions 19 Customizing the Dashboard Site 33 Lab A: Using the SharePoint Portal Server Discussion and Subscription Features 43 Lab B: Customizing the SharePoint Portal Server Dashboard Site 52 Review 56 Module 8: Using the SharePoint Portal Server Dashboard Site Information in this document is subject to change without notice. The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Complying with all applicable copyright laws is the responsibility of the user. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Microsoft Corporation. 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Module 8: Using the SharePoint Portal Server Dashboard Site iii Instructor Notes This module introduces the student to digital dashboards and the SharePoint Portal Server dashboard site and teaches students how to administer discussions, administer subscriptions, and customize dashboard sites. After completing this module, students will be able to:  Define dashboard site, digital dashboard, and Web Part.  Name the default dashboard site dashboards that are included with Microsoft ® SharePoint ™ Portal Server 2001, and describe the functionality that is provided by each dashboard.  Administer discussions.  Administer subscriptions.  Customize a dashboard site. Materials and Preparation This section provides the materials and preparation tasks that you need to teach this module. Required Materials To teach this module, you need Microsoft PowerPoint ® file 2095a_08.ppt. Preparation Tasks To prepare for this module, you should:  Read all of the materials for this module.  Complete the lab. Presentation: 105 Minutes Labs: 75 Minutes iv Module 8: Using the SharePoint Portal Server Dashboard Site Demonstration This section provides demonstration procedures that will not fit in the margin notes or are not appropriate for the student notes. Creating a Web Part 1. Log on to the instructor machine as Judy Lew with the username JudyLe and a password of password. 2. Open Microsoft Outlook ® . 3. On the View menu, click Folder List. 4. Expand Public Folders. 5. Right-click All Public Folders, and then click New Folder. 6. In the Name box, type Company Calendar 7. In the Folder contains box, select Contact Items, and then click OK. 8. Open Internet Explorer and navigate to the Adventure Works workspace Home dashboard. 9. In Adventure Works Home dashboard title bar, click Content. 10. On the Content in “Home” customization page, under Import or Create, click Create a New Web Part. 11. On the Settings for “New Part” page, in the Name box, type Company Calendar 12. In the Should this Web Part have a fixed height section, click Yes, and then type 310 13. In the Should this Web Part have a fixed width section, click Yes, and then type 410 14. Select Get content from the following link, and type http://london/public/company calendar/?cmd=contents&view=monthly 15. At the end of the Advanced Settings section, click Save. 16. On the Content in “Home” page, click Save. 17. Explain the results. Module 8: Using the SharePoint Portal Server Dashboard Site v Module Strategy Use the following strategy to present this module:  Introducing Digital Dashboard Technology Define digital dashboard, dashboard site, and Web Part. Next, describe the benefits of dashboard technology, and discuss the functions of the SharePoint Portal Server dashboard site.  Default Dashboards Describe the seven SharePoint Portal Server default dashboards: Home, Categories, Document Library, Management, Search, Subscriptions, and Document Inspection.  SharePoint Portal Server Discussions Explain that SharePoint Portal Server Discussion features allow users to collaborate on documents internal and external to the workspace by sharing ideas with one another. Discuss the two ways of accessing the discussion topics: using the SharePoint Portal Server dashboard site, and by using the Collaboration toolbar available in Microsoft Office 2000 or later products. Describe the various options for administering and managing discussions.  SharePoint Portal Server Subscriptions Provide an overview of subscriptions. Discuss how they are implemented and used; and how a coordinator manages, administers, and monitors them.  Customizing the Dashboard Site Describe how to create a personal dashboard. Show how to create and import Web Parts. Discuss how to modify the properties on individual Web Parts, such as appearance, caching behavior, and how to change the layout and style of dashboards. Module 8: Using the SharePoint Portal Server Dashboard Site 1 Overview  Introducing Digital Dashboard Technology  Default Dashboards  SharePoint Portal Server Discussions  SharePoint Portal Server Subscriptions  Customizing the Dashboard Site *****************************I LLEGAL FOR N ON -T RAINER U SE ***************************** After completing this module, you will be able to:  Define dashboard site, digital dashboard, and Web Part.  Name the default dashboard site dashboards that are included with Microsoft ® SharePoint ™ Portal Server 2001, and describe the functionality that is provided by each dashboard.  Administer discussions.  Administer subscriptions.  Customize a dashboard site. Topic Objective To provide an overview of the module topics and objectives. Lead-in In this module, you will learn about Microsoft Digital Dashboard technology, how to use discussions and subscriptions, and how to customize the dashboard site. 2 Module 8: Using the SharePoint Portal Server Dashboard Site    Introducing Digital Dashboard Technology  Digital Dashboard Terminology  Benefits of Digital Dashboard Technology  Using the SharePoint Portal Server Dashboard Site *****************************I LLEGAL FOR N ON -T RAINER U SE ***************************** SharePoint Portal Server uses Microsoft Digital Dashboard technology to provide a centralized, Web-based interface for authoring, searching, and managing information that is stored in the Web Storage System. To understand how SharePoint Portal Server uses digital dashboard technology, it is useful to know the terminology, components, and benefits of this technology. Topic Objective To outline this topic. Lead-in Microsoft SharePoint Portal Server uses digital dashboard technology. Module 8: Using the SharePoint Portal Server Dashboard Site 3 Digital Dashboard Terminology SharePoint Portal Server Dashboard Site Dashboard Site Dashboard Site Digital Dashboard Digital Dashboard Digital Dashboard Web Part Web Part Web Part Dashboard Factory Dashboard Factory Dashboard Factory Client Browser *****************************I LLEGAL FOR N ON -T RAINER U SE ***************************** What is the difference between a digital dashboard, a dashboard site, and a Web Part? In Microsoft Digital Dashboard technology the following definitions apply:  Dashboard site. A Web site, an entire collection of pages including the window and subsequent dashboards, used by an organization to distribute information to users on a network.  Digital Dashboard. A Web page that assembles a collection of Web Parts into a modular view for presentation to a user in a Web browser.  Web Part. A Web Part wraps Web-based content such as Extensible Markup Language (XML), Hypertext Markup Language (HTML), and scripting into a reusable component that displays information in a dashboard. For example, a dashboard site home page may have a category browser Web Part, a company news Web Part, and an external news Web Part.  Dashboard Factory. A Dashboard Factory is the code engine that resides on the server and renders the view of a dashboard to a client browser based on properties that control output such as layout, style and content. Topic Objective To define dashboard site, digital dashboard, and Web Part in the context of Microsoft Digital Dashboard technology. Lead-in Before we discuss digital dashboard sites, it may be helpful to define dashboard site, dashboard, Web Part, and dashboard factory. 4 Module 8: Using the SharePoint Portal Server Dashboard Site Benefits of Digital Dashboard Technology Reusable Web Parts Reusable Web Parts Customize the Dashboard site Customize the Dashboard site *****************************I LLEGAL FOR N ON -T RAINER U SE ***************************** Digital dashboard technology supports multiple underlying file systems, Microsoft SQL Server ™ and Web Storage System platforms such as SharePoint Portal Server and Exchange 2000. Because the SharePoint Portal Server dashboard site uses digital dashboard technology, it exploits the following functionality: Reusable Web Parts You can develop and reuse customized Web Parts for SharePoint Portal Server. Because SharePoint Portal Server components are packaged as Web Parts, you can reuse components from other SharePoint Portal Server custom dashboards developed by Microsoft or third party developers. Extensibility The dashboard site is extensible. For example, you can customize the dashboard site by adding Web Parts such as a stock ticker or a pivot table from Microsoft Excel to enhance the user experience and increase productivity. Topic Objective To present the benefits of digital dashboard technology. Lead-in The benefits of digital dashboard technology include reusable Web Parts for developing custom dashboard sites, and scalability. [...]... or later 6 Module 8: Using the SharePoint Portal Server Dashboard Site Default Dashboards Topic Objective To outline this topic Lead-in The SharePoint Portal Server dashboard site includes seven default dashboards The Home Dashboard The Categories Dashboard The Document Library Dashboard The Management Dashboard The Search Dashboard The Subscriptions Dashboard The Document Inspection Dashboard *****************************ILLEGAL... USE***************************** A dashboard site is automatically created for the workspace during the SharePoint Portal Server setup process Dashboard sites are organized around workspaces, and there may be multiple dashboard sites in a single organization Function of the SharePoint Portal Server Dashboard Site The SharePoint Portal Server dashboard site enables users to: Use the example dashboard site home page shown on the slide.. .Module 8: Using the SharePoint Portal Server Dashboard Site 5 Using the SharePoint Portal Server Dashboard Site Topic Objective To present the function of a SharePoint Portal Server dashboard site Subscriptions Lead-in A dashboard site provides SharePoint Portal Server users with resource management capability and access to information... USE***************************** The SharePoint Portal Server dashboard site includes seven default dashboards: Home, Categories, Document Library, Management, Search, Subscriptions, and Document Inspection Each of these dashboards is composed of multiple Web Parts Module 8: Using the SharePoint Portal Server Dashboard Site 7 The Home Dashboard Topic Objective To present the default Home dashboard included in the SharePoint Portal. .. Portal Server dashboard site Lead-in The Home Dashboard contains Web Parts and links to the other dashboards *****************************ILLEGAL FOR NON-TRAINER USE***************************** The Home page of the dashboard site is the default dashboard of the Share Point Portal Server dashboard site The home page contains Web Parts and links, exposed as tabs, to the other dashboards, with the exception... documents as HTML files and can be managed independently from the documents You can access the discussion topics through the SharePoint Portal Server dashboard site or view them using the Collaboration toolbar in Microsoft Office applications You can also index the discussion topics Module 8: Using the SharePoint Portal Server Dashboard Site 15 Using Discussions Topic Objective To provide an overview of... SharePoint Portal Server properties page on the General tab The same SMTP server is used for all workspaces on a SharePoint Portal Server The server you specify is only validated as being an active server on the network It is not validated to be a functioning SMTP server Module 8: Using the SharePoint Portal Server Dashboard Site 29 Scheduled Tasks For Delivery Of E-Mail Notifications The three tasks... refresh the memory cache Module 8: Using the SharePoint Portal Server Dashboard Site 11 The Search Dashboard Topic Objective To present the Search dashboard information Lead-in The Search dashboard displays the user’s search results *****************************ILLEGAL FOR NON-TRAINER USE***************************** When a user executes a search, the results are displayed on the Search dashboard The. .. the top of the search results view Note After subscriptions have been created, they are not updated if the document, folder, or category to which they pertain is deleted or moved In these cases the user will stop receiving notifications Module 8: Using the SharePoint Portal Server Dashboard Site 21 Using Subscriptions with the Dashboard Site Topic Objective To present information about using subscriptions... the SharePoint Portal server and render the HTML view of discussion topics to client browsers Any client with a compatible browser can access discussion topics using this method Note You cannot create inline discussions from the SharePoint Portal Server Dashboard site However, you can view inline discussions and create discussions about a document 16 Module 8: Using the SharePoint Portal Server Dashboard . represented in the dashboard site home page. 6 Module 8: Using the SharePoint Portal Server Dashboard Site    Default Dashboards  The Home Dashboard  The Categories. in the SharePoint Portal Server dashboard site. Lead-in The Home Dashboard contains Web Parts and links to the other dashboards. 8 Module 8: Using the SharePoint