Creating additional users in active directory

Creating users is a good place to start with a SharePoint site as the users you create here can be used for permission levels (explained later in this guide).

First log into your Server via remote desktop connection (details for the IP, username and password will be included in your welcome email) and open the server manager (this can be found next to the start menu icon on the taskbar).

From here on the left hand side expand the “Roles” tab, then the “Active Directory Domain Services”, then “Active Directory Users and Computers”, your client and finally select users:

As you can see users and other groups are held completely separately making creating, editing and deleting users simple. Important users not to remove are “sp admin” and “ftp admin”. To create a new user select “More Actions”, “New” and “User”.

After filling out the details select next and you will be taken to the password collection step.

Passwords must meet the following minimum requirements:

* Not contain the user’s account name or parts of the user’s full name that exceed two consecutive characters
* Be at least seven characters in length

Contain characters from three of the following four categories:

* English uppercase characters (A through Z)
* English lowercase characters (a through z)
* Base 10 digits (0 through 9)
* Non-alphabetic characters (for example, !, $, #, %)
* Complexity requirements are enforced when passwords are changed or created.

Once you have created the password select ok and the new user will be created within active directory.

Creating a Web application

Before you can create your site you will need to create a web application to run it from. There are no limits to how many web applications you can make except the resources available to your server

First open Manage Web Application from the central administration.

From here you can see any existing web applications and create new ones by selecting new from the top right hand side. This will open up the following configuration window:

I will now include a breakdown of each section and what to change, optional changes and selections that should not be changed. For anything that can be changed please make sure to read the notes under each section before making any changes.

Authentication – keep the same

IIS Web Site – You can use existing sites you have created within your SharePoint farm; however for any new site additions you should always create a new IIS web site.

Port should only be used if you intend to use IP as a host header or you would like the domain to include this port (e.g. would become if you selected port 155). If you do include a port you will need to add access to this via windows firewall (this can be found in server management).

Host Header must be included for SharePoint Designer and certain web features to function correctly.

Path should be left as default.

Security Configuration – can be changed.

Public URL – Can be changed.

Application Pool – this section should not be altered.

Database Name and Authentication – Specifically must be changed.

Database server must stay the same.

Database name must be changed to include your client ID at the beginning of the database name (e.g. if you client id is #11525 and you wanted the database to be called workbase you would change the database name to something similar to #11525_workbase).

You need to select SQL authentication and place in the SQL login details you have been provided.

Failover Server – can be changed.

Search server – can be changed.

Service Application Connections – can be changed, be warned these directly affect functionality.

Customer Experience Improvement Program – can be changed.

Once you have selected your options and have selected ok after 2-3 minutes you should see the following popup:

After selecting ok you will see your new web application listed alongside any existing web applications.

Creating a site collection

Having created a web application for your site you can now create the top level for site access. First from the central administration page of SharePoint select create site collections.

You will see the following page from which you can setup a new site collection

Unlike the web application all of the details can be altered to your own design. Important things to make note of are selecting the correct web application and the primary and secondary site administrator. With the users you have created in active directory previously you can add whichever users you wish for the site collection to have full access.

Once you have selected the options you will see the following page:

If you select ok you will be taken back to central administration, click on the URL provided to be taken to the site you just created.

Adding user permissions and creating new user groups

First open your target site and sign in as the Primary or secondary site administrator. An example of a blank site is as follows:

In the top left there is a site actions tab if you left click on this and then click on the site permissions you will be taken to the following page:

From here you can see any groups currently active on this site. These can be edited, deleted or new permission groups can be created with varying levels of control. In this example if we select TEST members.

As you can see currently there are no users attached to this site as members. If you select ”new” and “add users” you are shown the following pop out:

From here you can either add users by typing their names or if you select the book function highlighted in red on the right you can search for registered users. Once you have done this select ok and the group you are currently viewing will be automatically updated, those users will now be able to log into the site using the details you setup in active directory.

Editing SharePoint Sites

You can edit your pages via traditional means (FTP files etc.). There are 2 features that are very useful for designing and making changes you your sites. To access either browser based editing or edit in SharePoint Designer this can be done from any page via the site actions tab. SharePoint designer is a free package with SharePoint server with complex web design features. Other Site actions available from the site actions tab are creating a new site (which will create a subsite below the current site) and new pages for your current site.