| Course OutlineModule 1: Overview This chapter gives students a general overview of the features and benefits of using the Business Portal module in an integrated environment. Lessons - Business Portal Training Objectives
- Business Portal Features and Benefits
- Business Portal Components
After completing this chapter, students will be able to: Module 2: Business Portal Configuration and PrerequisitesThis chapter focuses on the setup procedures for the Business Portal module. Lessons - Business Portal Setup Training Objectives
- Business Portal Hardware Configurations
- Business Portal System Requirements
- Network Environment
- SQL Server Configuration
- Installation Preparation
- Web Server Setup
Lab : Check your network for the required platforms, servers, applications and service packs required for a Business Portal installationAfter completing this chapter, students will be able to: Customize settings for the Business Portal module Verify all required platforms, servers, applications and service packs required for a Business Portal installation
Module 3: Business Portal InstallationThis chapter defines the ways that transactions can be entered and posted in Business Portal. You explore the different types of transactions, receipts and deposits that may be entered in this module. This chapter explains how each type of transaction may update the cash balance in the general ledger, the checkbook balance in Business Portal or both. Lessons - How to install Business Portal server on your network
- The step-by-step process of installation
- The services that need to installed and running when you install Business Portal
- Setting up Windows SharePoint Services
Lab : Windows SharePoint Services Installation and SetupLab : Business Portal 3.0 InstallationAfter completing this chapter, students will be able to: Module 4: Business Portal Post Installation ActivitiesThis chapter examines the steps necessary to start Business Portal. The process to configure Business Portal is covered in detail. Time is spent discussing Post Installation performance tuning. Lessons - Configuring, starting and removing Business Portal
- Business Portal performance tuning
Lab : Configure Business Portal for Secure Web SitesLab : Configure Terminal Services for Business PortalLab : Workstation configuration for Internet Explorer Browser SettingsLab : Start up Business PortalAfter completing this chapter, students will be able to: Module 5: Business Portal AdministrationThis chapter examines navigating Business Portal pages and the functions that each type of portal page provides. Business Portal roles are covered in detail; creating roles, adding users to roles, modifying roles and deleting roles... Time is also spent discussing query creation and query administration. Lessons - Site Settings and Windows SharePoint Services
- Managing Business Portal Users
- Business Portal Roles
- Business Portal Queries
- Query Administration
Lab : Add users to the Business PortalLab : Assign users to an advanced roleLab : Modifying a user: name, roles and data permissionsLab : Remove a userLab : Portal Roles: create, modify and data permissionsLab : Queries: create, modify and save or print resultsLab : Query Administration: move, remove and share queriesAfter completing this chapter, students will be able to: Add users and roles to Business Portal Create and modify portal queries Perform Business Portal query administration
Module 6: PersonalizationThis chapter discusses Web pages and parts. By actively participating in this chapter, students will learn how to create different kinds of web pages and web parts; how web part properties affect web pages; integrating web parts and creating web parts that publish and subscribe. Lessons - Predefined web pages and parts
- Types of pages and web parts
- How to change web part properties
- How to create a menu web part or page
- Creating a portal page with integrated web parts
- How to create a result viewer web part or page
- How to create publishing and subscriber web parts
- How to edit existing pages and parts
Lab : Create a Portal Page with web partsAfter completing this chapter, students will be able to: Module 7: Event Publishing and SubscribingThis chapter discusses the process for creating portal pages with web parts that publish and subscribe. Working with primary and simple lists, the results viewer and how to establish communication between web parts is covered in detail. Lessons - Creating a portal page with web parts that Publish and Subscribe
- Creating multiple Subscribers and Publishers
- Adding Web Parts from the toolbar
- Working with Primary and Simple Lists
- Setting up a Results Viewer
- Establishing communication between web parts
- Modifying existing pages and web parts
Lab : Create a Portal PageLab : Setting up the Primary Publishing ListLab : Setting up the Form Results ViewerLab : Setting up the Rich List Result ViewerLab : Establishing Communication between web partsLab : Modifying the Primary Publishing List web partLab : Modifying the Form Viewer Web PartLab : Modifying the Rich List Result Viewer Web PartAfter completing this chapter, students will be able to: Module 8: Site Content ManagementThis chapter focuses Site Content Management and how to leverage Windows SharePoint Services to create personalized web content for users. Setup and modification of Site Content is covered in detail. Lessons - Leveraging Windows SharePoint Services to create personalized web content for users
- Setup and modifying Site Content
Lab : Creating New Site ContentLab : Modifying Site ContentAfter completing this chapter, students will be able to: Module 9: Key Performance Indicators (KPIs)This chapter discusses understanding Key Performance Indicators and how to add a KPI to your Business Portal installation. KPI types and queries are also covered during in detail. Lessons - Understand how to add KPIs to your Business Portal Installation
- How to use KPI queries in Business Portal
- Understand the different types of KPIs you can create
Lab : Install the Key Performance Indicator applicationLab : Create a KPILab : Setup Alert RangesLab : Add a KPI Web Part to a Business Portal pageAfter completing this chapter, students will be able to: Understand Key Performance Indicators and how to use them in Business Portal installation Understand KPI queries and create and use queries in Business Portal Differentiate between KPI types
Module 10: Implementation ScenariosThis chapter discusses the different types of implementation scenarios that can be done with the Business Portal. Lessons - HR Portal
- Sales Portal
- Finance Portal
- Executive Portal
- Company Portal (Intranet)
- Customer Portal (Extranet)
After completing this chapter, students will be able to: Module 11: Appendix: WSS Admin PagesThis appendix discusses Windows SharePoint Services Administration pages. Lessons - Manage Site Users
- Manage User Groups
- Managing Web Part Catalogs
- Managing Web Discussions
- Managing List Template Gallery
- Managing Sites and Workspaces
- Managing Web Part Gallery
- Managing General Settings
Lab : Add and delete a new user or cross-site groupLab : Manage web part catalogsLab : Manage web discussions threadsLab : Manage List Template Gallery; adding and removing templatesLab : Manage Site Template Gallery; adding and removing templatesLab : Manage Web Part Gallery: adding and removing web partsLab : Change regional settingsLab : Managing alertsAfter completing this chapter, students will be able to: |
| |
