Getting Started with Microsoft SharePoint Online Software from Time Warner Cable Business Class

Transcription

1 Getting Started with Microsoft SharePoint Online Software from Time Warner Cable Business Class A Guide for Administrators

2 Microsoft SharePoint provides a simple and economical way for users to increase office productivity by sharing documents with everyone who needs it including coworkers, vendors, customers and business partners. To start using SharePoint, the following administrative tasks need to be performed: 1. Activate and setup SharePoint licenses (page 3). 2. Update DNS records (page 4). 3. Assign user permissions (page 5). 4. For employees that will use Internet Explorer to access SharePoint from the Online Software portal site, a single-sign-on fix will have to be installed (page 8). For information on SharePoint setup activities for users, see the Getting Started with Microsoft SharePoint: User Guide available at Requirements In order to use SharePoint, you company will need a domain name and ability to modify the DNS records. If you need to purchase a domain name, please call us at , option 1. System requirements of user computers include: Internet connection, broadband speeds recommended Web browser: Internet Explorer 6.0 or later or Firefox 3.0 or later GSG Page 2

3 Activate & Setup Microsoft SharePoint To get started, you will need to perform the following activities through the Online Software portal: 1. Activate your company s Online Software account. 2. Activate licenses for SharePoint. 3. Assign SharePoint to users. The following table provides a summary of how to perform these steps. For detailed instructions, see the Online Software Portal Quick Start Guide for Administrators at Step Start With Instructions Activate Account Welcome 1. Click on link to Online Software portal. 2. Create a portal password. 3. Read agreement and click Accept. Activate SharePoint Licenses Assign SharePoint to Users Online Software portal home page Online Software portal home page 1a. To activate complimentary licenses of SharePoint, go to the Getting Started section and click on the green action button beside SharePoint. 1b. To purchase SharePoint licenses, click on the ADD SERVICES button on the top navigation bar and click on the link for SharePoint on the left side. Click on the ORDER NOW button beside the option you wish to buy. 2. Enter the number of licenses in the Quantity column. 3. Select Checkout. 4. After reviewing the order, select Place Order. 5. Review agreement and click Accept. 6. Enter domain name and other information as requested. See table below for details. 1. If needed, add users by clicking on Add Users link. 2. Click on MANAGE ACCOUNT button on the top navigation bar and select Services to get to the Manage Services page. 3. Click on Microsoft SharePoint. 4. Click on the ASSIGN SERVICE button. 5. Select each user that is to be assigned to this service. 6. Click the SUBMIT button. 7. Enter user details as requested. See table below for details. An explanation of information required to activate and assign SharePoint is provided in the table below. Data Field Primary Domain SharePoint Sub- Domain Display Name User Alias Explanation A domain name is required (e.g., 123-company.net is the domain name in the address, jill.smith@123- company.net and website address, All Microsoft services will use this domain name. Enter the name that you wish to use for your SharePoint account. This name will be part of the URL that your company will use to access SharePoint. For example, the sub-domain is intranet in this example SharePoint URL How a user s name is displayed in the address book and outgoing (e.g., Jill Smith or Smith, Jill). What appears before sign of a user s address (e.g., jill.smith is the alias in the address jill.smith@123-company.net). This alias is used by all Microsoft services assigned to this user. GSG Page 3

4 Update DNS Records In order for your SharePoint site to be accessed over the Internet, the A record (also known as host record) needs to be added to the DNS where your domain name is hosted. The A record links a domain or sub-domain to an IP address to allow a web browser to locate the website. If you host your domain with Time Warner Cable Business Class, you can create an A record by logging into your DNS management page at and following the instructions in the DNS User Guide available at In the IP Address field, enter: For further assistance, please contact us at If you host your domain with another company, contact the DNS provider directly if you need assistance in updating your DNS records. *NOTE: It will typically take 1 to 24 hours before the DNS changes are propagated over the Internet and your SharePoint site becomes accessible. GSG Page 4

5 Assigning User Permissions Users are by default assigned administrative rights. Follow the steps in this section to change user permissions. 1. Go to the Online Software home page or else login at 2. Click on Microsoft SharePoint in the My Services section of the Home page to go to the SharePoint site. 3. Click on Site Actions at the top-right corner to view a drop-down list of options. Select Site Settings. GSG Page 5

6 4. In the Users and Permissions section, select Advanced Permissions to access a list of users and their permission rights. 5. Click on the name of a user to access the Edit Permissions page for that user. john.doe@acmeco.com sally.smith@acmeco.com SHARED\acmeco_johndoe SHARED\acmeco_sallysmith Full Control Full Control GSG Page 6

7 6. Select (or de-select) the checkbox beside each permission that you wish to assign (or un-assign). The following describes each option: Full Control gives user complete control and is the default permission given to users. Design gives user the right to view, add, update, approve and customize SharePoint. Contribute gives user the ability to contribute and manage content to SharePoint. Read gives user read only privileges. 7. Click OK to save changes. GSG Page 7

8 Applying Single Sign-On Fix (Internet Explorer) If a user accesses Microsoft SharePoint using the Online Software Portal with Internet Explorer, a registry entry will have to be created by following the steps in this section. Note that the person performing these steps will need administrator rights to the computer. 1. Go to the Online Software Home page or login at 2. In the Setting Up Services section, click on the SharePoint Single-Sign-On Fix link under Microsoft SharePoint. If the following Security Warning appears Do you want to view only the webpage content that was delivered securely? select No. 3. When prompted, select the Open With or Run option. NOTE: You will need the ability to open WinZip files. For more information on this application, please see 4. Double click the Sharepoint.reg file. If you receive a security question about opening this file, click Yes. 5. Click Yes when the confirmation pop-up window appears. 6. Click OK to proceed when the second confirmation pop-up window appears. Still need help? Refer to the links available in the Setting Up Services or the Support sections in the Online Software portal home page. If you still need help setting up Online Software, contact us at GSG Page 8