scorecards solution accelerator administrator guide

8/4/2019 Scorecards Solution Accelerator Administrator Guide

1/16

Scorecards Solutio

SharePoint Admi

Accelerator

istrators Guide

Prepared by

Microsoft

Version 2.0.0.0 Baseline

First published

28 May 2008


2/16

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.

Page ii


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Scorecard

Version 2.

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 .........


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S

..............................................................................

..............................................................................

..............................................................................

isites .....................................................................

uisites ..................................................................

..............................................................................

..............................................................................

olution Accelerator ...........................................

............................................................................

s Solution Accelerator ......................................

unctionality ...........................................................

vices .....................................................................

Locations ..............................................................

t Features ............................................................

an Existing Portal .................................................

ites .......................................................................

Solution Accelerator .........................................

mation .................................................................tions .....................................................................

..............................................................................


Page iii

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Scorecard

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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


.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


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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Scorecard

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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


.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.


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

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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


.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


Page 3

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

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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


.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.


Page 4

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


.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


Page 5

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

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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.


.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.


Page 6

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


.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.


Page 7

tion must be trusted

Central

ovider (Shared

ed File Location.

xt box.


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Scorecard

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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


.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.


Page 8

/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


.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 {


Page 9

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).


.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


Page 10

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

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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


.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.


Page 12

nds.

o removal of the

d in the Microsoft

e following:er

-immediate

llowing:

override


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Scorecard

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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


R3. Microsoft TechNet: Share

http://technet.microsoft.co

R4. Microsoft TechNet: Share

http://technet.microsoft.co

R5. Microsoft Office SharePoi


tecture.aspx

R6. MSDN: How to: Create or

http://msdn.microsoft.com

R7. MSDN: Windows ShareP

http://msdn.microsoft.com

Table 3: References


.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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