scorecards solution accelerator administrator guide
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Scorecards Solutio
SharePoint Admi
Accelerator
istrators Guide
Prepared by
Microsoft
Version 2.0.0.0 Baseline
First published
28 May 2008
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Copyright
This document and/or software (this Content) haRights to this Content are jointly owned by Micros
heir rights of ownership. Microsoft acknowledges
Readers are referred to www.cui.nhs.uk or furthe
All trademarks are the property of their respective
Corporation in the United States and/or other cou
Microsoft Corporation and Crown Copyright 20
Disclaimer
At the time of writing this document, Web sites ar
time, hese links may become invalid. Microsoft is
The example companies, organisations, products,
association with any real company, organisation,
Scorecard
Version 2.
s been created in partnership with the National Health Service (NHS) in Eoft and the NHS in England, although both Microsoft and the NHS are enti
the contribution of the NHS in England through their Common User Interfa
r information on the NHS CUI Programme.
companies. Microsoft and Windows are either registered trademarks or tr
tries.
9
referenced using active hyperlinks to the correct Web page. Due to the d
not responsible for the content of external Internet sites.
domain names, e-mail addresses, logos, people, places, and events depi
roduct, domain name, e-mail address, logo, person, places, or events is i
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
Prepared by Microsoft
gland. Intellectual Propertyled to independently exercise
ce programme to this Content.
demarks of Microsoft
ynamic nature of Web sites, in
cted herein are fictitious. No
tended or should be inferred.
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Scorecard
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TABLE OF CONTEN
1 Introduction .......................
1.1 Value Proposition .........
1.2 Prerequisites ................
1.2.1 Knowledge Prerequi
1.2.2 Infrastructure Prere
1.2.3 Planning .................
1.3 Audience ......................
2 Installing the Scorecards
2.1 Verifying the Installatio
3 Configuring the Scorecar
3.1 Activating SharePoint F
3.1.1 Activating Excel Ser
3.1.2 Setting Trusted File
3.1.3 Activating SharePoi
3.2 Adding as a Subsite to
3.3 Other Ways to Create
4 Removing the Scorecards
APPENDIX A Document InfoPART I Terms and Abbrevia
PART II References .........
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
S
..............................................................................
..............................................................................
..............................................................................
isites .....................................................................
uisites ..................................................................
..............................................................................
..............................................................................
olution Accelerator ...........................................
............................................................................
s Solution Accelerator ......................................
unctionality ...........................................................
vices .....................................................................
Locations ..............................................................
t Features ............................................................
an Existing Portal .................................................
ites .......................................................................
Solution Accelerator .........................................
mation .................................................................tions .....................................................................
..............................................................................
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1 INTRODUCTIO
This guidance has been creat
configuration of the Scorecard
Office SharePoint
Server 200
templates that provide a simplperformance of their business
The objective of this documen
Installing the Scorec
Configuring the Scor
Removing the Scorec
1.1 Value Propositi
This document is provided as
Scorecards Solution Acceleraneeded to install and configur
environment. This will enable
effectively.
1.2 Prerequisites
1.2.1 Knowledge Pre
The reader must have:
A basic understanding
Familiarity with the ad
Experience of installing and c
but not essential.
1.2.2 Infrastructure
The healthcare organisation
Office SharePoint Ser
Enterprise Client Acce
SharePoint Server 20
available inActive DirIt is advantageous to have sit
Information on activating repo
1Active Directory Design Guide {R1}:
http://www.microsoft.com/industry/he
2Active Directory Migration Guide {R
http://www.microsoft.com/industry/he
3Configure usage reporting {R3}: htt
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
N
ed to assist healthcare organisations with the ins
s Solution Accelerator; a software deliverable for
7. This piece of software includes SharePoint Se
e way for Chief Executives and department headthrough the use of IT.
t is to provide guidance on:
rds Solution Accelerator
cards Solution Accelerator
ards Solution Accelerator
n
a quick start to enable healthcare organisations
or. It will equip a healthcare IT professional withthe Scorecards Solution Accelerator on a Shar
he Scorecards Solution Accelerator to be imple
requisites
of command-line operations
inistration of SharePoint Server 2007
nfiguring SharePoint Server 2007 Site Definition
rerequisites
ust have:
er 2007
ss Licenses (CALs)
7 configured to use Active Directory. Active Dir
ctory Design Guide
1
andActive Directory Migratusage reports configured and available, but not
rts can be found in Configure usage reporting3.
lthcare/technology/hpo/security/activedirectory.aspx
}:
lthcare/technology/hpo/security/activedirectory.aspx
://technet.microsoft.com/en-us/library/cc262541.aspx
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Page 1
allation and
use with Microsoft
rver 2007 site
s to track the
to begin to use the
the knowledgePoint Server 2007
ented quickly and
s is advantageous,
ectory guidance is
ion Guide
2
essential.
http://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://technet.microsoft.com/en-us/library/cc262541.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://technet.microsoft.com/en-us/library/cc262541.aspxhttp://technet.microsoft.com/en-us/library/cc262541.aspxhttp://technet.microsoft.com/en-us/library/cc262541.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspx -
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1.2.3 Planning
Before configuring the Scorec
about the Scorecard site(s) to
Ref Name
P1 Site Title
P2 Site Description
P3 Site URL
P4 Scorecard Site Template
P5 Site Users
P6 Parent Navigation
P7 Global Navigation (or Top Link
Bar)
P8 Site Directory Classification
Table 1: Planning
1.3 Audience
The guidance contained in thi
and SharePoint Administrator
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
ards Solution Accelerator, the following informati
be created:
Required Information
The title of the subsite. The site title appears at the top of the sit
navigational elements that help users to find and open the site.
The description of the subsite. The site description appears at t
page and helps users understand the purpose of the new site.
The URL at which the subsite will be created (for example, http:
The template the site will be created from, as listed in section 2.
The users of the subsite. User permissions can be inherited fro
unique to a scorecard subsite.
Whether or not the subsite will be displayed in the Quick Launc
its parent site.
Whether or not the navigation elements that appear at the top o
inherited from a parent site or be unique to a scorecard subsite.
What categories, if any, within the Sites Directory will be used
a SharePoint site collection.
document is targeted at IT professionals, Netw
within a healthcare organisation.
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Page 2
n should be known
es Web page and in
e top of the sites Web
//contoso.com/scorecard).
1.
a parent site or be
and Global Navigation of
f each page will be
classify the subsite within
rk Administrators
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Scorecard
Version 2.
2 INSTALLING T
ACCELERATO
Installing the Scorecards Solu
line administration of SharePocommand-line tool (Office Sh
To install the Scorecards S
1. Copy the Healthcare.
2. On the taskbar, click
3. In the Run dialog box,
4. Click OK. The Comm
5. At the command prom
CD C:\Program File
extensions\12\Bin
6. Add the solution to the
stsadm -o addsolut
4Stsadm command-line tool (Office S
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
HE SCORECARDS SOLUTION
tion Accelerator requires the use of the Stsadm t
int Server 2007. For more information regardingrePoint Server)
4.
lution Accelerator:
corecards.wsp file into a temporary folder,such
tart, and then click Run.
type cmd.
nd Prompt window displays.
pt, change directory to the Bin folder by typing th
s\Common Files\Microsoft Shared\ eb serv
solution store by typing the following:
ion -filename C:\Temp\Healthcare.Scoreca
harePoint Server) {R4}: http://technet.microsoft.com/en-us/li
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ool, for command-
Stsadm, see Stsadm
as, C:\Temp.
e following:
er
rds.wsp
rary/cc261956.aspx
http://technet.microsoft.com/en-us/library/cc261956.aspxhttp://technet.microsoft.com/en-us/library/cc261956.aspxhttp://technet.microsoft.com/en-us/library/cc261956.aspxhttp://technet.microsoft.com/en-us/library/cc261956.aspx -
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Scorecard
Version 2.
7. Deploy the solution fil
servers and the Globa
stsadm -o deployso
allowgacdeployment
8. Restart Internet Infor
iisreset
9. Close the Command
2.1 Verifying the In
Once the installation has com
should be available on your S
Healthcare Care Servi
Healthcare Clinical Se
Healthcare Primary C
Healthcare Managem
Healthcare Blank Sco
To verify the installation:
1. Click Start >AllProg
Administration.
2. On the top navigation
3. On the Application Ma
Create site collectio
4. In the Template Sele
Healthcare templates
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
s from the configuration database to individual fr
l Assembly Cache (GAC) by typing the following:
ution -name Healthcare.Scorecards.wsp -
force
ation Services (IIS) by typing the following:
rompt window.
tallation
pleted, the following additional SharePoint Serve
harePoint site:
ces Scorecard Site
rvices Scorecard Site
re Services Scorecard Site
nt Services Scorecard Site
ecard Site
ams >AdministrativeTools > SharePoint 3.0
bar, click Application Management.
nagement page, in the SharePoint Site Manag
.
tion section, click the Enterprise tab to verify th
are available.
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ont-end Web
immediate -
r 2007 site templates
Central
ment section, click
at the five
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Scorecard
Version 2.
Recommendation
It is recommended that the si
existing portal, and that Scor
follow the instructions in Micr
create a Collaboration Portal.
5Microsoft Office SharePoint Server
http://www.microsoft.com/industry/h
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
te templates in the Scorecards Solution Accelerator ar
ecard sites are created as subsites. If you do not have
osoft Office SharePoint Server 2007 Information Archi
.
007 Information Architecture {R5}:
ealthcare/technology/hpo/knowledgeworker/moss2007infor
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e used within an
an existing portal,
tecture5
guidance to
ationarchitecture.aspx
http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspx -
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Scorecard
Version 2.
3 CONFIGURING
ACCELERATO
3.1 Activating SharTo ensure a Scorecard site is
require activation.
3.1.1 Activating Exc
To activate Excel Services:
1. Click Start > All Prog
Administration.
2. On the top navigation
3. UnderTopology and
4. On the Services on S
status of Excel Calcul
Action column.
Note
If prompted, enter the
5. Click OK.
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
THE SCORECARDS SOLUTIO
ePoint Functionalitycreated correctly, Excel Services and certain Sh
l Services
ams > Administrative Tools > SharePoint 3.0
bar, click Operations.
Services, click Services on server.
rver page, underStart Services in the table be
tion Services is started. If the status is Stopped,
credentials of an administrative user.
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rePoint features
Central
low, verify that the
, click Start in the
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Scorecard
Version 2.
3.1.2 Setting Truste
To allow the Excel Services to
by SharePoint.
To add a trusted file locatio
1. Click Start > All Prog
Administration.
2. In the Quick Launch,
Services1 in this exa
3. UnderExcel Service
4. On the Excel Service
5. In the Location sectio
a. Type the URL for t
b. Select the Childre
6. Leave all other setting
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
File Locations
use the Excel files stored in a location, that loca
:
ams > Administrative Tools > SharePoint 3.0
lick the link to the appropriate Shared Service Pr
ple):
Settings, click Trusted file locations.s Trusted File Locations page, click Add Trust
n:
he site (P3 from section 1.2.3) in the Address te
n trusted check box.
as default and click OK.
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tion must be trusted
Central
ovider (Shared
ed File Location.
xt box.
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Scorecard
Version 2.
3.1.3 Activating Sha
To activate the SharePoint f
1. Navigate to the locatio
2. On the SiteActions
3. UnderSiteCollection
4. Ensure Healthcare S
not active, click Activ
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
ePoint Features
eatures required by the Scorecard sites:
n of the existing top-level site, for example, http:
enu, click Site Settings > Modify All Site Setti
Administration, click Site collection features.
orecards Site Feature Dependencies status is
te.
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/server_name/.
gs.
set to Active. If it is
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Scorecard
Version 2.
3.2 Adding as a Su
The Scorecard site should be
must be created through top-l
SharePoint 3.0 Central Admin
To create a subsite:
Note
Some sections in the proced
at the parent site level and w
1. Navigate to the locatio
http://server_name/.
2. On the SiteActions
3. In the Title and Desc
a. Type a title for the
b. Enter information
from section 1.2.3)
4. In the Web Site Addr
Tip
To avoid potential pro
following special char
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
site to an Existing Portal
created as a subsite within an existing SharePoi
vel sites and their subsites, they cannot be crea
istration.
re below may not be available. They can depend on t
hether or not a Site Directory site has been created.
n of the existing site, for example, the site collect
enu, click Create Site.
iption section:
new site (P1 from section 1.2.3).
escribing the purpose of the new site in the Des
.
ss section, type a URL for the new site (P3 fro
blems with updating or modifying the site, do not use a
cters as part of the URL: / \\ : * ? " < > | # \t {
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t portal. Subsites
ted through
he site template used
ion URL of
cription box (P2
section 1.2.3).
space or any of the
%
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5. In the Template Sele
Scorecard site templa
for that template appe
6. In the Permissions s
Use same permis
new site.
Use Unique Perm
Note
Unique permissio
on the New Share
7. If shown, in the Navig
the navigation of its p
By default, the Quick
below the View All Si
tabs across the top of
8. In the Navigation Inhbar from the parent sit
1.2.3).
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
tion section, click the Enterprise tab, and then
e (P4 from section 1.2.3). When a template is se
ars in the Template Selection section.
ction, select one of the following options (P5 in s
sions as parent site if the users of the parent si
issions to configure different permissions.
s can be configured after all the appropriate informati
Point Site page.
ation section, select whether or not the new sub
rent site (P6 in section 1.2.3).
aunch is displayed on the left side of most user-
e Content link. The top link bar appears as one
all pages.
ritance section, specify whether the new site wie, or to have its own set of links on the top link b
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elect the desired
lected, a description
ection 1.2.3):
te are to access the
n has been entered
ite will be visible in
acing pages directly
or more hyperlinked
ll inherit its top linkr (P7 in section
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Scorecard
Version 2.
4 REMOVING TH
ACCELERATO
The Scorecards Solution Acc
Note
Any sites created using any
Scorecards Solution Acceler
Office SharePoint Server
To remove the Scorecards
1. On the taskbar, click
2. In the Run dialog box,
3. Click OK. The Comm
4. At the command promCD C:\Program File
extensions\12\Bin
5. Retract the solution fr
stsadm -o retracts
6. Delete the solution file
stsadm -o deleteso
7. Restart Internet Infor
iisreset
8. Close the Command
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
E SCORECARDS SOLUTION
lerator can be removed by using Stsadm comm
f the Scorecard Site templates must be deleted prior t
tor. More information on deleting subsites can be fou
007 Information Architecture guidance {R5}.
olution Accelerator:
tart, and then click Run.
type cmd.
nd Prompt window displays.
pt, change directory to the Bin folder by typing ths\Common Files\Microsoft Shared\ eb serv
m the solution store by typing the following:
olution -name Healthcare.Scorecards.wsp
s from the front-end Web servers by typing the f
ution -name Healthcare.Scorecards.wsp -
ation Services (IIS) by typing the following:
rompt window.
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nds.
o removal of the
d in the Microsoft
e following:er
-immediate
llowing:
override
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Version 2.
APPENDIX A
PART I Terms and
Abbreviation DefinCAL Client
GAC Global
IIS Internet
URL Uniform
Table 2: Terms and Abbreviations
PART II Reference
Reference Document
R1. Active Directory Design G
http://www.microsoft.com
R2. Active Directory Migration
http://www.microsoft.com
R3. Microsoft TechNet: Share
http://technet.microsoft.co
R4. Microsoft TechNet: Share
http://technet.microsoft.co
R5. Microsoft Office SharePoi
http://www.microsoft.com
tecture.aspx
R6. MSDN: How to: Create or
http://msdn.microsoft.com
R7. MSDN: Windows ShareP
http://msdn.microsoft.com
Table 3: References
Solution Accelerator SharePoint Administrators Guide
.0.0 Baseline
DOCUMENT INFORMATION
Abbreviations
itionccess License
Assembly Cache
Information Services
Resource Locator
uide:
industry/healthcare/technology/hpo/security/activedirectory.aspx
Guide:
industry/healthcare/technology/hpo/security/activedirectory.aspx
Point Server TechCenter: Configure usage reporting:
m/en-us/library/cc262541.aspx
Point Server TechCenter: Stsadm command-line tool (Office Shar
m/en-us/library/cc261956.aspx
nt Server 2007 Information Architecture:
industry/healthcare/technology/hpo/knowledgeworker/moss2007i
Delete a Site or a Site Collection:
/en-gb/library/ms448720.aspx
int Services Developer Center:
/en-us/sharepoint/default.aspx
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Version
1.0.0.0
1.0.0.0
ePoint Server):
formationarchi
1.0.0.0
http://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://msdn.microsoft.com/en-gb/library/ms448720.aspxhttp://msdn.microsoft.com/en-us/sharepoint/default.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspxhttp://technet.microsoft.com/en-us/library/cc262541.aspxhttp://technet.microsoft.com/en-us/library/cc261956.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://msdn.microsoft.com/en-gb/library/ms448720.aspxhttp://msdn.microsoft.com/en-us/sharepoint/default.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspxhttp://technet.microsoft.com/en-us/library/cc262541.aspxhttp://technet.microsoft.com/en-us/library/cc261956.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspxhttp://technet.microsoft.com/en-us/library/cc261956.aspxhttp://technet.microsoft.com/en-us/library/cc262541.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspxhttp://msdn.microsoft.com/en-us/sharepoint/default.aspxhttp://msdn.microsoft.com/en-gb/library/ms448720.aspxhttp://www.microsoft.com/industry/healthcare/technology/hpo/security/activedirectory.aspx
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