Installation and User Manual Version 1.0.0.5
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Contents 1 2
3 4 5
6
Introduction ................................................................................................................................ 3 Installation Requirements............................................................................................................ 4 2.1 Recommended Hardware.................................................................................................. 4 2.2 Software Requirements..................................................................................................... 4 2.3 Permissions ....................................................................................................................... 4 Install Important Notice ............................................................................................................... 5 3.1 Deploy the Solution ........................................................................................................... 5 License Activation........................................................................................................................ 9 4.1 Offline Activation .............................................................................................................. 9 Configure Important Notice ....................................................................................................... 13 5.1 Activate the Site Collection Feature ................................................................................. 13 5.2 Add a user to the Manage Notices group......................................................................... 15 5.3 Manage Important Notices.............................................................................................. 18 5.3.1 Settings............................................................................................................... 19 5.3.2 Create a New Notice ........................................................................................... 21 5.3.3 Important Notice Dialog Window ........................................................................ 24 5.3.4 View Report ........................................................................................................ 25 Uninstall Important Notice ........................................................................................................ 26 6.1 Deactivate the Feature .................................................................................................... 26 6.2 Uninstall the Solution ...................................................................................................... 26
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1 Introduction Quickly distribute key business information and monitor acceptance with Important Notice for SharePoint 2007 – the perfect way to ensure your people receive and understand business critical information. With Important Notice you can distribute key business information to relevant staff then track who has read and accepted each notice, all through a familiar SharePoint interface. For this reason, Important Notice is the perfect tool for distributing notifications of new company policies, changes to working practises, financial results and other business critical announcements essential for meeting compliance standards. Alternatively, Important Notice can be used as an entry point to another system or content that has sensitive information and/or mandatory terms and conditions. Important Notice comes with fully automated reporting capabilities and useful functionality such as linking one or more documents to a notice, the ability to publish the notice on a specific page or site, and deciding the steps an employee is required to take in order to accept a notice.
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2 Installation Requirements Before proceeding with the Important Notice installation, please ensure the following requirements are met.
2.1
Recommended Hardware
Performance of Important Notice may vary depending on the available resources.
2.2
Web front-end servers and Application servers o Minimum Dual 2.8 GHz Pentium 4 CPU o Minimum 2Gb RAM Database servers o Minimum Dual 2.8 GHz Pentium 4 CPU o Minimum 2Gb RAM
Software Requirements
The following software MUST be installed on the server farm before proceeding with the installation.
2.3
Microsoft Office SharePoint Server 2007 (Standard or Enterprise) or Windows SharePoint Servers 3.0 Microsoft Internet Information Services (IIS) 6.0 or later Internet Explorer version 5.5 with Service Pack 2 or later .NET 3.5 Service Pack 1 or ASP.NET
Permissions
The following permissions are required to complete all the steps outlined in this installation manual.
Member of the local administrators group on the server where the setup wizard is run. Required to complete the installation and to add users to the Notice Manager group. Farm Administrator with rights to add solutions and manage solutions deployment. Required during installation and to upload/manage license keys in License Manager in order to activate a product licenses. A site collection administrator on the site collection where the product will be installed. Required to activate the Site Collection Feature.
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3 Install Important Notice This section outlines the procedure for installing Important Notice to a single Microsoft Office SharePoint Server 2007 or Windows SharePoint Services 3.0 farm.
3.1
Deploy the Solution
Follow these steps to install and deploy Important Notice to one or more web applications. 1. Open CCImportantNoticeInstaller.exe 2. Click Next
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3. The setup will perform a system check to ensure the server meets the installation requirements. If one of the checks fails, simple abort the installation and then resolve the issue before running the setup again.
Important:
When installing to a SharePoint farm running on Windows Server 2008 with User Account Control (UAC) enabled, the installation permissions must be elevated using the Right-click > Run as administrator option (see below).
Failure to do so will result in a System Check error for the Windows SharePoint Service Timer service check. 4. Click Next
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5. If you are installing Important Notice for the first time you will be prompted with the EULA acceptance window. Read and then agree to the terms of the licensing agreement by selecting I accept the terms in the License Agreement.
6. Click Next 7. Select the web application where you intend to deploy Important Notice
8. Click Next
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Note: If you need to install 1OrgChart to more than one web application, repeat the steps in section 3.1– Deploy the Solution for each web application. 9. When the installation is complete, click Next
10. Click Close to complete the installation
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4 License Activation 4.1
Offline Activation
Important: An offline license key is ONLY required when a product needs to be activated on a server that does not have internet connectivity e.g. when the SharePoint environment is behind a firewall that prevents internet access. If the product has already been activated please skip this section and proceed to Section 6 – Configure 1OrgChart To activate the license key offline you will need to generate a Unique Activation Number (UAN) and send this to Content and Code. The UAN is used by Content and Code to create a matching Offline License Key which can be used to activate the product on the same server farm. To generate and send a Unique Activation Number: 1. In SharePoint Central Administration click the Operations tab 2. Below the Content and Code Administration section click Manager Product Licenses
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3. Click 1OrgChart
4. Click Generate activation number
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5. Click Generate
6. Copy the Unique Activation Number and send it to licenses@contentandcode.com
Important: Once Content and Code have received your Unique Activation Number they will send you a new product key that can be used to activate the product offline.
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7. Click Upload license key
8. Click Upload 9. If the license key matches the server where the UAN was generated, the license file will activate the product automatically and take you to the Product License Manger page (below).
Note: A tick is displayed next to each product on the Product License Manger page that has been activated. The Product License Manger page also includes details of the product, including the edition, version and expiration date (if a trial license is installed).
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5 Configure Important Notice 5.1
Activate the Site Collection Feature
1. Follow these steps to activate the Important Notice site collection feature 2. Go to Site Actions > Site Settings > Modify All Site Settings
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3. Under Site Collection Administration, click Site Collection Features
4. Locate Important Notice Administration 5. Click Activate
Congratulations! Important Notice is now available and ready to use. Important Notice is now installed and available within Site Settings > Site Administration > Manage Important Notices
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5.2
Add a user to the Manage Notices group
For a user to create and manage a new notice, the user will need to be a member of the Manage Notice group. To add a user to the manage notice group, follow these steps. 1. Click Site Actions > Site Settings > Modify All Site Settings 2. Under the section Users and Permissions select People and Groups
3. In the left navigation titled Groups, select More
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4. Click the Important Notice Managers group
5. Click New > Add Users
6. Enter the account name of the user(s) you wish to have permissions to Create and Modify their own notices.
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7. In the Give Permissions section, select Add users to a SharePoint group 8. Ensure the Important Notice Managers group is selected
9. Click OK
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5.3
Manage Important Notices
The Manage Important Notices page is used to create, modify, delete and track your notices. To manage important notices, follow these steps. 1. Click Site Actions > Site Settings > Modify All Site Settings
2. In the section Site Administration click Manage Important Notices
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5.3.1
Settings
To configure the general settings within Important Notice, follow these steps: 1. On the Manage Important Notices page, select Settings
2. Fill in and edit the information you wish to change Option
Description
Dialog Title
Specify the title that will be displayed to users in the Important Notice dialog window
Acceptance Checkbox
Specify the text that will be displayed next to the Acceptance Criteria checkbox in the Important Notice dialog window
Notice Dialog Item Limit
In the Important Notice dialog window, display items in batches of the specified size
Remind me later
Decide whether the Remind Me Later button will be available for users. The Remind Me Later button enables users to dismiss a notice and be reminded again in the future
Style
Specify the location of the Cascaded Style Sheet (CSS) used for the style of the Important Notice dialog box
Summary Item Limit
On the Manage Important Notice page, display items in batches of the specified size
Summary Email Report
Enable a summary report for all important notices and define how frequently Users/Groups will receive the report
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5.3.2
Create a New Notice
To create a new notice, follow these steps: 1. On the Manage Important Notices screen, click New Notice
2. Select and Fill in the information to configure your notice
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Option
Description
Title
Type a title for this notice. Make the name descriptive, such as “New Travel Policy”, so that site visitors will know what to expect when they see this notice
Body
Type the details of your notice. The body text will be displayed to the users If the notice is regarding one of more documents that must be read, please use the References option later in this forum.
Scope
Select the location where the notice will be displayed in the current site location.
Audience
Select the users and groups that will receive the notice
Attach References
Add one or more documents, list items, pages or other URLS to this notice (e.g. a policy document)
Publish Date
Select a date and time when the notice will be published and ready to display to users.
Expiry Date
Select a date and time that the important notice will expire and no longer be displayed to users.
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Option
Description
Frequency
Select how often the notice will be displayed to users.
Acceptance Criteria
Select what a user must do in order to accept that they have read and understand a notice.
Report
Enable a summary report for this notice and define how frequently you want to receive the report.
3. Click OK Congratulations! You have now created your first important notice.
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5.3.3
Important Notice Dialog Window
When a user visits a page where an important notice has been published, the Important Notice Dialog Window will be display on the page.
Item
Description
1
Pagination to navigate between pages when there are more items
2
The notice title. Click on the title to display the notice description/summary for that item.
3
The notice description.
4
The date that notice will expire (i.e. not be displayed to the user if they haven’t already accepted it).
5
The attached reference for the notice. Click on the link to open the document(s) and/or item(s).
6
Confirmation box requires the user to select before accepting
7
Accept button
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Item
5.3.4
Description
8
List of active notices
9
Remind me later button allows the user to read the notice at a more convenient time. Notices will be displayed again according to the frequency set when creating the notice.
View Report
To view the report of your notice follow these steps: 1. Once a notice is created, you will automatically be returned to the Manage Important Notices page where your notice(s) will be available to view and modify. 2. Select the notice you wish to view followed by Show Report
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6 Uninstall Important Notice 6.1
Deactivate the Feature
1. Open the top level site in your site collection 2. Go to Site Actions > Site Settings > Modify All Site Settings 3. Below the section Site Collection Administration, click Site Collection Features
4. For the Notice Administration feature, click Deactivate
5. When prompted with a warning, click Deactivate this feature
6.2
Uninstall the Solution
To completely uninstall Important Notice from your farm, log onto the server from which you installed Important Notice and locate your installation file and follow these steps. Š Content and Code Ltd www.contentandcode.com
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1. 2.
Run CCImportantNoticeInstalled.exe Click Next
3.
Once the system check is complete, click Next
4. 5.
Select Uninstall Click Next
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6. Once the uninstall is complete, click Next 7. The details of the uninstall procedure will be displayed
8. Click Close
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