1. Microsoft Virtual Labs
®
Microsoft Office SharePoint
Server 2007 Enterprise Features
Administration

2. Microsoft Office SharePoint Server 2007 Enterprise Features Administration
Table of Contents
Microsoft Office SharePoint Server 2007 Enterprise Features Administration..................... 1
Exercise 1 Configure Office Forms Server 2007...........................................................................................................2
Exercise 2 Excel Services Settings ................................................................................................................................4
Conclusion.....................................................................................................................................................................9

3. Microsoft Office SharePoint Server 2007 Enterprise Features Administration
Microsoft Office SharePoint Server 2007
Enterprise Features Administration
In completing this lab, you will learn about:
Objectives • The administration of Forms Server and Excel Services, components of
the Enterprise edition of SharePoint Server 2007.
Estimated Time to 90 Minutes
Complete This Lab
Computer used in this Lab MOSS
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4. Microsoft Office SharePoint Server 2007 Enterprise Features Administration
Exercise 1
Configure Office Forms Server 2007
Scenario
This lab will help familiarize you with administering the enterprise features of Microsoft Office SharePoint Server
2007 – Forms Server and Excel Services.
Tasks Detailed Steps
Complete the following a. Login using the following credentials:
6 tasks on: • Username: administrator
• Password: pass@word1
MOSS • Log on to: LITWAREINC
1. Login and Open IE b. Wait for the Warmup Script to complete and the popup window to close.
c. Open Internet Explorer and wait for the portal homepage to load.
2. Launch SharePoint a. Click Start, All Programs, Microsoft Office Server, SharePoint 3.0 Central
Central Administration
Administration site b. Click Application Management for the first part of this lab to manage the features
of Forms Server
3. View the Upload a. In the InfoPath Forms Services section, click Upload forms template
forms template b. In the Deploy Form Template, note that you can browse to a InfoPath Form
screen template (.xsn) file to upload. You can validate that the form template is acceptable
to be uploaded to the server by clicking the Verify button. For example, you can
see if a form has been correctly published to be browser-enabled.
Note: With Office Forms Server, form templates (.xsn files) created in InfoPath 2007
design mode can be converted into Web-enabled form templates that run through
SharePoint.
Note: The administrator deploys form templates that contain business logic. These
form templates contain a compiled, managed code DLL or require full trust. To deploy
a form template to users, you must complete upload it and activate it.
c. In the Upgrade section, note that you can have the Office Forms Server update
existing form templates with changes. You can also enable users currently filling
out a form to continue to use the previous (existing) browser-based form until they
finish the process or terminate those sessions immediately.
d. Click Cancel
4. View the Manage a. You are now in the Manage form templates area where you can see a list of all
form templates the available form templates. This list includes the templates shipped with
screen SharePoint Server 2007 as well as any custom templates uploaded by
administrators.
Note: To make the form b. Hover over a template and select the down arrow to see the options.
template available to c. From this pull-down menu, you can activate or deactivate the form to/from a site
users, the form must be collection or quiesce the form so that users who are filling out the form can
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5. Microsoft Office SharePoint Server 2007 Enterprise Features Administration
Tasks Detailed Steps
activated to a site complete it, but then future users will not be able to use the “old” form.
collection.
After doing so, this form
template will then be
available for users to
access.
5. View the Manage a. Click on the Application Management link again to return to the InfoPath
Web service proxy Forms Services section and click on the Manage Web service proxy link
screen b. The Manage Web Service Proxy page appears.
c. This page allows an administrator to decide if the data connection files that contain
proxy references should be followed by the Forms server.
d. The use of a proxy can be toggled for communication between the Forms and web
services or the end user forms.
6. View the Manage a. Click on the Application Management link again to return to the InfoPath
data connection files Forms Services section and click on the Manage data connection files link.
screen b. The Manage Data Connection Files page will appear, this page allows you to
manage your current data connections or upload a new data connection file.
c. Universal Data Connection (UDC) files contain all the information and
parameters needed to form a data connection in an easy to create, read, and edit
XML format
d. UDC files might contain a connection string and query information to a backend
SQL server, a SharePoint list, or many other varieties of data sources.
e. These files once uploaded give the Forms server access to these data sources to
draw data into the Forms themselves.
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6. Microsoft Office SharePoint Server 2007 Enterprise Features Administration
Exercise 2
Excel Services Settings
Tasks Detailed Steps
Complete the following a. Click on the Application Management link and look at the Office SharePoint
5 tasks on: Server Shared Services section of the Application Management page, click
Create or configure this farm’s shared services.
MOSS
1. View the Trusted
File Locations
b. Select SharedServices1 (Default) to access the Shared Service Provider (SSP).
c. To specify a “trusted location” directory path, click Trusted file locations.
d. Note the existing trusted locations in the list.
e. Instead of adding a trusted file location, you will look at an existing trusted file
location.
f. Hover over http://moss.litwareinc.com in the Address list.
Note that you can either Edit or Delete the trusted file
location.
Select Edit. You can also edit the entry by clicking on it
directly.
Note: Note that you can specify the address and location type of the trusted file
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7. Microsoft Office SharePoint Server 2007 Enterprise Features Administration
Tasks Detailed Steps
location. Also – instead of adding each address, you can specify that all child libraries
are trusted by checking the Children Trusted checkbox
2. View the External a. Scroll down and observe the Session Management, Workbook Properties, and
Data sections External Data sections Hover over a template and select the down arrow to see
the options.
b. In the External Data section, under Allow external data, you can set the Trust
level for external data sources. If you select None no external data refresh will be
allowed on the server for Excel workbooks published in this location
c. You can also set warnings for refreshing the data in the Warn on Refresh and
Stop When Refresh on Open Fails sections.
Note: You can also manage session timeout and maximum workbook and chart sizes
that can be opened by Excel Services. In addition, the trust level for external data
sources is set here.
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8. Microsoft Office SharePoint Server 2007 Enterprise Features Administration
Tasks Detailed Steps
Note: You can also set the calculation behavior for how frequently Excel Calculation
Services computes formulae (file, manual, automatic or automatic except data tables).
Note that all of the settings except the File setting override the workbook settings.
Administrators can lock down whether user-defined functions can be called from
workbooks in this trusted location.
d. Click Cancel at the bottom of the screen to exit. Click SharedServices1 in the
upper left to continue.
3. Create a Data a. Launch IE and go to http://moss.litwareinc.com
Connection Library b. Click Site Actions | Site Settings | Modify All Site Settings.
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9. Microsoft Office SharePoint Server 2007 Enterprise Features Administration
Tasks Detailed Steps
c. Under Site Administration, click Site libraries and lists
d. Click Create new content
e. Under Libraries, click Data Connection Library
f. Create a new data connection library using the following values:
Name: DCL
Document template: Microsoft Office Data Connection
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10. Microsoft Office SharePoint Server 2007 Enterprise Features Administration
Tasks Detailed Steps
g. Click Create
h. You have now created a new data connection library. To add this as a trusted
library, go back to the SharePoint Central Administration site, and click
SharedServices1
i. Under Excel Services Settings, click Trusted data connection libraries
j. Click Add Trusted Data Connection Library
k. In the address text box, type http://moss.litwareinc.com/DCL
l. Click OK
m. Click the Home tab
4. View the Trusted a. Click Trusted data providers.
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11. Microsoft Office SharePoint Server 2007 Enterprise Features Administration
Tasks Detailed Steps
data providers screen
Note: You can specify the
types of data providers
that can be used for
external data sources in
Excel 2007 workbooks on
the server.
b. Note the different types of data providers that are listed. You can add a Trusted
Data Provider by clicking Add Trusted Data Provider. Note the different data
provider types: OLE DB, ODBC, ODBC DSN.
c. Click Cancel
d. Click the Home tab.
5. View the User- a. Click User-defined functions assemblies.
Defined Functions
screen
Note: You can enable
consumers of Excel
Services to take advantage
of user-defined functions
(UDF) by registering the
user defined function
assemblies with Excel
Services. Each assembly
can be enabled for loading b. Click Add user defined function assembly
and calling by Excel Note: Note that here you would specify the assembly name, assembly location,
Services, or disabled. whether it is enabled, and a description (optional).
c. Click Cancel
d. Click the Home tab
Conclusion
In this lab, you learned about the administration of the enterprise features of Microsoft Office SharePoint Server
2007 – Forms Server and Excel Services.
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