Getting Started with the SharePoint Guidance

Are you new to the SharePoint Guidance? After installing the SharePoint Guidance, the best way to get familiar with the SharePoint Guidance is to do the following:
  1. Install the Training Management Application Including Version 1 of the Registration Approval Workflow.
  2. Install Training Management Upgrade Features.
  3. Install Version 2 of the Registration Approval Workflow.
  4. Install Contoso Theme Feature.

Install the Training Management Application Including Version 1 of the Registration Approval Workflow

The following procedures demonstrate how to install the Training Management application.
The first procedure demonstrates the steps you must complete in Visual Studio.
The second procedure demonstrates the steps you must complete in SharePoint and in the operating system to configure the Web site and create the local users.

This procedure builds and deploys the Contoso Training Management application in Visual Studio

To build and deploy the Contoso Training Management application in Visual Studio
  1. In Visual Studio 2008, open Contoso.RI.sln.
  2. Right-click the Contoso.TrainingManagement project and select Properties. Select Debug.
  3. Specify the URL of the site collection where the project will be deployed. The default is http://localhost.
  4. In Visual Studio, right click on the Contoso.RI solution, and click Build Solution.
  5. Right-click the Contoso.TrainingManagement project and select Deploy.
    1. You need to be the admin to the SharePoint server PC and the SharePoint site that you set in the previous step.
    2. Make sure that the Contoso.TrainingManagement/pkg folder and Contoso.TrainingManagement/bin/Debug folder are not read only.

The next procedure demonstrates the steps you must complete in the operating system and in SharePoint. For demonstration purposes the name of the site collection is Home.

To configure the Contoso Training Management application and create the users
  1. Open a command window and run iisreset.
  2. Open Internet Explorer.
  3. Browse to the Root Web of your Site Collection.
  4. Create a new Site. Name the site Training Management. Use the Training Management Site Definition site template under the Contoso tab. It is recommended to set the URL for the site to http://localhost/training
  5. In Windows, create two local Windows users named spgmanager and spgemployee.
  6. On the SharePoint site, click the Training Management tab. Click the Site Actions tab. Click Site Settings.
  7. In the Users and Permissions column, select People and groups.
  8. On the People and Groups page, click Groups on the left.
  9. Go to the Contoso Employees group and add the spgemployee user.
  10. Go to the Contoso Managers group and add the spgmanager user.

The next procedure demonstrates the steps to install the Registration Approval Workflow.

To install the Registration Approval Workflow
  1. In Visual Studio 2008, right-click the Contoso.TrainingManagement.Workflows.RegistrationApproval project and select Properties. Select Debug.
  2. Specify the URL of the Training Management site created in Step 4 of the procedure above. For example: http://localhost/training.
  3. Right-click the Contoso.TrainingManagement.Workflows.RegistrationApproval project and select Deploy.
    1. You need to be the admin to the SharePoint server PC and the SharePoint site that you set in the previous step.
    2. Make sure that the Contoso.TrainingManagement.Workflows.RegistrationApproval/pkg folder and Contoso.TrainingManagement.Workflows.RegistrationApproval/bin/Debug folder are not read only.

Install Training Management Upgrade Features

This procedure demonstrates the steps you must complete to install the Contoso Training Management upgrade solution. Use the following steps to run the upgrade solution after the Contoso Training Management SharePoint site is created. The upgrade solution demonstrates guidance on how to update various site elements with new functionality and bug fixes. These are the elements that the upgrade changes as well as the elements that remain unchanged:
  • Site columns. Adds a new site column named Instructor.
  • Content types. Adds a new field named Instructor to the TrainingCourse content type.
  • Web Parts. Adds a Web Part property named ShowTransactionGridLines to the TrainingBudgetWebPart. It removes a ShowLogin Web Part from the DirectReportsWebPart.
  • Files and modules. Adds an image to the trainingdashboard.aspx and managerdashboard.aspx pages.
  • Application pages. Adds an image to the registrationapproval.aspx page.
  • User controls. Modifies the DirectReports.ascx user control to add an AlternatingItemStyle property to the DataList control.
  • List item event handlers. Although the upgrade does not change any list item event handlers, it does include some special handling that is required to account for the new version number.
  • Workflows. Modifies the workflow to contain a new custom code activity in the ifElseApprovalActivity to log to the workflow history list.
  • Custom actions. Makes no changes to custom actions.
  • List templates. Makes no changes to list templates.
  • List definitions. Makes no changes to list definitions.
  • List instances. Makes no changes to list instances.

To install the Contoso Training Management upgrade feature
  1. Deactivate the Training Management Web feature on the training site.
  2. Open a command prompt.
  3. Change directory to installpath\SPG\Source\Contoso.RI\Contoso.TrainingManagement\bin.
  4. Run setup.bat /uninstall using the setup.bat file of the Contoso Training Management solution.
  5. Open Contoso.RI.Upgrade.sln in Visual Studio 2008.
  6. In Visual Studio, go to the properties of the Contoso.TrainingManagement project and, in the Debug section, specify the URL of the site collection where the project will be deployed. The default is http://localhost.
  7. In Visual Studio, right click on the Contoso.TrainingManagement project, and click Deploy.
  8. Activate the Training Management Web feature on the training site.

Install Version 2 of the Registration Approval Workflow

This procedure demonstrates the steps you must complete to install the Registration Approval Workflow v2. This process allows live instances of the Registration Approval Workflow v1 to continue working, and allow new workflow instances to be based on v2. This side-by-side functionality is frequently necessary for workflows.

To install version 2 of the registration approval workflow
  1. Manually set Contoso.TrainingManagement.Workflows.RegistrationApproval v1 to No New Instances. To disable any new workflow instances, go to the list settings for the Registrations list and browse to the Workflow settings. Click Remove a workflow. Find Registration Approval v1, and set it to No New Instances.
  2. In Visual Studio 2008, right-click the Contoso.TrainingManagement.Workflows.RegistrationApproval project and select Properties. Select Debug.
  3. Specify the URL of the Training Management site.
  4. Right-click the Contoso.TrainingManagement.Workflows.RegistrationApproval project and select Deploy.
    1. You need to be the admin to the SharePoint server PC and the SharePoint site that you set in the previous step.
    2. Make sure that the Contoso.TrainingManagement.Workflows.RegistrationApproval/pkg folder and Contoso.TrainingManagement.Workflows.RegistrationApproval/bin/Debug folder are not read only.

Install Contoso Theme Feature

To install the Contoso Theme feature
This procedure demonstrates the steps you must complete to install the Contoso Theme. Use the following steps to apply the Contoso Theme feature after the Contoso Training Management SharePoint site is created.
  1. Open Contoso.RI.UpgradeTheme.sln in Visual Studio 2008.
  2. In Visual Studio, go to the properties of the Contoso.RI.UpdateTheme project and, in the Debug section, specify the URL of the Training Management SharePoint site to deploy the project in the Start browser with URL field.
  3. In Visual Studio, right click on the Contoso.RI.UpdateTheme project, and click Deploy.

Last edited Nov 4, 2008 at 7:48 PM by svappaji, version 33

Comments

GildaT Mar 2, 2009 at 11:54 AM 
The WSS Extensions for Visual Studio 2008 are needed to follow this Tutorial.