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Discovery Lab 4: Line-of-Business Application Integration and Reporting Business Scenario The IT Pro has created a portal site for the R&D department The R&D department is now using the portal site for all new documents and collaboration, and all their existing content is now indexed and searchable The IT department has recently developed a new payroll application allowing employees to review their payroll information. Objectives After completing this Discovery Lab, you will be able to: Configure and use Single Sign-On Configure user profiles Deploy a new ASP.Net application Deploy and use SQL Server Reporting Web Parts Prerequisites To complete this Discovery Lab you are required to have completed Discovery Lab 1 and Discovery Lab 3 Estimated time to complete this Discovery Lab: 90 minutes Exercise 4.1 Configuring Single Sign-On Service and Creating a User Profile Property Single Sign-On is a new feature in SharePoint Portal Server 2003 that provides storage and mapping of credentials such as account names and passwords so that the portal-site–based applications can retrieve information from the third-party applications and back-end systems, for example, Enterprise Resource Planning (ERP) and Customer Relations Management (CRM) systems. The IT department has developed a new application that allows employees to view their payroll information. Since this information is highly confidential it has been developed with its own security credentials. This exercise will show you how to deploy an application using SharePoint Portal Server as well as configure and use Single Sign-On. Creating Accounts and Groups Logon to the SERVER using Administrator Click Start -> All Programs -> Administrative Tools -> Active Directory Users and Computers. Open tree node named Contoso.com. Right click Users and select New -> User Create user SPSSSOService using an appropriate password Add SPSSSOService user to the local administrators group, SPS_WPG and STS_WPG groups Right click Users and select New -> Group Create group called PayStubUsers Add Jack Major to the PayStubUsers group Starting the Microsoft Single Sign-On Service Log off server and then log back on using CONTOSO\SPSSSOService account to the computer running SharePoint Portal Server so that the security changes you made take effect. Note: If you are unable to login to the SERVER using CONTOSO\SPSSSOService ensure that you have added CONTOSO\SPSSSOService to the local administrator group. Click Start -> Administrative Tools -> Services Right-click Microsoft Single Sign-on Service and select Properties. Change the Startup type to Automatic. Stop the service by clicking Stop if the service is started. Click the Log On tab at the top. Select This account and enter SPSSSOService@contoso.com and enter the corresponding password. Click the General tab at the top. Click Start to start the service. Click OK to close the window. Configuring the Single Sign-On Service Logon to the SERVER using SPSSSOService Navigate to SharePoint Portal Server Central Administration by clicking Start -> All Program -> SharePoint Portal Server -> SharePoint Central Administration Under the section Component Configuration, click Manage Settings for Single Sign-On Under the section Server Settings, click Manage Server Settings Specify the following: User name for Single Sign-On Settings: CONTOSO\SPSSSOService User name for Enterprise Application Definition Settings: CONTOSO\SPSSSOService Database Settings Server name: SERVER Database Settings Database name: SSO Time Out Settings Ticket time out: 10 Time Out Settings Purge audit log records older than: 10 Click OK. Creating an application definition for PayStubDataCacheModel There are two primary types of enterprise application definitions used within Microsoft Single Sign-On Service, as follows: Individual enterprise application definitionsIn this scenario, individual users know and can manage their own credentials stored within the enterprise application definition. Group enterprise application definitionsIn this scenario, the individual user does not know his or her credentials stored within the enterprise application definition, but is associated with a managed group account. Logon to the SERVER using SPSSSOService if you have not already done so Navigate to SharePoint Portal Server Central Administration by clicking on Start -> All Program -> SharePoint Portal Server -> SharePoint Central Administration Under the section Component Configuration, click on Manage Settings for Single Sign-On Click Manage settings for Enterprise Application Definitions. Click New Item. Specify the following: Display name: Paystub Application name: PayStubDataCacheModel Email Address: info@contoso.com Account type: Group Field 1 Display name: SQL Server account name Field 1 Mask: No Field 2 Display Name: SQL Server password Field 2 Mask: Yes Click OK. Configuring account information for payroll receipt application Logon to the SERVER using SPSSSOService if you have not already done so Navigate to SharePoint Portal Server Central Administration by clicking on Start -> All Program -> SharePoint Portal Server -> SharePoint Central Administration Under the section Component Configuration, click on Manage Settings for Single Sign-On Click Manage account information for an application definition. Specify the following: Enterprise application definition: Paystub. Group user name: CONTOSO\PayStubUsers. Click OK. For SQL Server account name enter sa For SQL Server password enter p@ssword1 Click OK Exercise 4.2 Configure the Payroll Receipt Sample Application Web Part Configuring the sample application Web Part Logon to the SERVER using Administrator Click Start -> All Programs -> Microsoft SQL Server -> Enterprise Manager Open tree on left side and right click on (local)(Windows NT) Click Properties Click the Security tab Change the Authentication from Windows Only to SQL Server and Windows Expand the tree node (local)(Windows NT) Right-click on Databases and click New Database… Enter Name: PayStubData Click OK Drag the Microsoft.SharePoint.Portal.PayStub.dll file from C:\Discovery Labs\ PayrollReceipts\Paystub\Source\bin\Debug to C:\Windows\Assembly Click Start -> All Programs -> Microsoft SQL Server -> Query Analyzer Login using sa and p@ssword1 as the password Select Paystubdata as the database from the top toolbar Click File->Open navigate to C:\Discovery Labs\PayrollReceipts\Paystub open DataCachePayStub_DBSetup.sql click the Execute Query icon(green arrow pointing left) Click File->Open navigate to C:\Discovery Labs\PayrollReceipts\Paystub open DataCachePayStub_DataSetup.sql click the Execute Query icon(green arrow pointing left) Using Windows Explorer open the C:\inetpub\wwwroot\research\web.config file in Notepad Add the following to the safe controls section: Note: The text for this change is available in the “C:\Discovery Labs\ WebConfig” directory in a file called Web.Config.txt Open a command prompt and type iisreset Close all Microsoft Internet Explorer windows Deploying the sample application Web Parts Browse to the Contoso Research and Development portal site and logon as CONTOSO\Jack with the corresponding password Click the My Site link on the top right of the portal site page, if this is the first time you will have to wait as the site is created Add the Payroll Web Parts to the page by selecting Modify My Page -> Add Web Parts -> Import Click the Browse button, navigate to the C:\Discovery Labs\ PayrollReceipts\Paystub directory, and then select the Microsoft.SharePoint.Portal.PayStub.PayStubDataCacheModelSummaryView.dwp file, click Open Click the Upload button Drag Payroll Receipt Summary View Web Part onto the My Site page Note: If you receive an error specifying that the Web Part is unsafe you have made a mistake in the changes to the Web.Config. Common mistakes are caused by the Web.Config being case sensitive, also miss typing the PublicKeyToken. Click the Browse button, navigate to the C:\Discovery Labs\ PayrollReceipts\Paystub directory, and then select the Microsoft.SharePoint.Portal.PayStub.PayStubDataCacheModelDetailedView.dwp file. Click Open Click the Upload button Drag Payroll Receipt Detail View Web Part onto the My Site page Click the down arrow on the Payroll Receipt Summary View Web Part and then click Modify My Web Part Expand the Miscellaneous section, and enter the following information and then click Apply Database Server and optional Instance Name: SERVER Database Name: Paystubdata Click the down arrow on the Payroll Receipt Detail View Web Part and then click Modify My Web Part Expand the Miscellaneous section, and enter the following information and then click Apply Database Server and optional Instance Name: SERVER Database Name: Paystubdata The Payroll Receipt sample application should now display sample payroll data. Selecting a data range will display detailed payroll data in the Payroll Receipt Detailed View Web Part. Exercise 4.3Deploy and Configure SQL Server Reporting Web Parts In this Discovery Lab we will install SQL Server Reporting Web Parts to help demonstrate how installation and inter-Web Part communication can be configured. The sample report Note: Installing and understand Web Part installation is covered in more detail in Walkthough 5. The individual SharePoint Portal Server reports are covered in more detail in walk though 6. Installing a Web Part Logon to the SERVER using Administrator Open Windows Explorer and navigate to C:\Discovery Labs\SQL Reporting Right-click installWebPart.cmd it should contain the following set STSADMDIR=C:\Program Files\Common Files\Microsoft Shared\web server extensions\60\BIN "%STSADMDIR%\stsadm.exe" -force -o addwppack -filename rewebparts.CAB Pause Browse to the Contoso Research and Development Divisional Portal site login as Administrator and click Early Stage R&D On the left side under the section Actions click Edit Page On the top right click Modify Shared Page -> Add Web Parts -> Browse Click Virtual Server Gallery Drag the Report Explorer and Report Viewer Web Part to the Middle Left Zone Click the down arrow and then Modify Shared Web Part on the Report Explorer Web Part On the right side in the Configuration section enter Report Manager URL enter http://server/reports/ In the Start Path enter / Click Apply Click the down arrow Connections -> Show reports in -> Report Viewer On the left side under the section Actions click View Page Click on Adventure Works and then Company Sales Notice the Company Sales report displayed in the Report Viewer Conclusion Congratulations you have now have an understanding on how to configure Single Sign-On, deploy enterprise application through the portal site as well as deploy Web Parts. 16 Discovery Lab 4: Line-of-Business Application Integration and Reporting Discovery Lab 4: Line-of-Business Application Integration and Reporting 15 L L