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Hochschule Rosenheim,
University of Applied Sciences
MASTER THESIS
Web Enabled ASEC PMO Support System
Author : Mr. Suneer Subhashchandra Dubal
Registration Number : 719220
First Supervisor : Prof. Dr.-Ing. Reiner Schell
Second supervisor : Prof. Werner Braatz
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DECLARATION
I hereby declare that this thesis is my own work and
effort and that it has not been submitted anywhere for any
award. Where other sources of information have been used,
they have been acknowledged.
Name: Suneer Subhashchandra Dubal
Date: 25th July, 2012
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ABSTRACT
SharePoint Server 2010 is an information portal from Microsoft. It helps
employees, clients and developers communicate and collaborate within the
company. SharePoint lets people share documents and files by storing them in
a central site making cooperation within the company trouble-free.
The focus of the thesis is to implement an Institution wide web based ASEC
Project Management Office (PMO) Support System which provides a
comprehensive solution to manage different activities, tasks handled by
different departments to fulfil their customer needs and Knowledge base and
training requirements. Moreover it provides easy to use interface for external
and internal users based on different permissions and roles with respect to
their departments.
The Site will be used internally and by various groups of users like Head of the
Department, Developers, Support Staff and System Administrators of the
company (ASEC). Each department will have functionality based on their daily
working and will be assign permissions from site to item level as and when
required byASEC PMO Support System itself. Anonymous users will also get
some browsing rights on the Site to view and register themselves as customers
of ASEC and can also browse and demand for different courses.
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ACKNOWLEDGEMENT
I would like to thank my supervisors, Prof. Dr.-Ing. Reiner Schell and Prof.
Werner Braatz, for his support and dedication for reviewing my master thesis.
I would also like to thank my father Dr. Subhash C. Dubal, for his support
during all the time I have been writing this thesis. Also to my mother Niruben
S. Dubal for the personalised recommendation and the encouragement given.
Finally, I would also like to thank to Ms. Minaxi Vasinav, for her patience. Her
invaluable advices have meant a lot to me. Without her support and
encouragement this thesis would probably not be what it is.
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Table of Contents1 Introduction ...................................................................................................................... 14
1.1 Scope ......................................................................................................................... 14
1.1.1 Scope includes ................................................................................................... 15
1.1.2 Scopes excludes ................................................................................................. 16
1.2 Ratified Stakeholders ................................................................................................ 16
1.3 Summary of Key Stakeholder or User Needs ............................................................ 16
1.4 Dependencies ............................................................................................................ 17
1.5 Assumption................................................................................................................ 17
2 Requirement Analysis ....................................................................................................... 19
2.1 General Business Requirement ................................................................................. 19
2.1.1 Product Perspective ........................................................................................... 19
2.1.2 Access Group ...................................................................................................... 20
2.1.3 Access Approval ................................................................................................. 21
2.1.4 Usability ............................................................................................................. 21
2.2 Business Requirement ............................................................................................... 22
2.2.1 Home page ......................................................................................................... 22
2.2.2 Common links on quick launch .......................................................................... 22
2.2.3 FAQ ..................................................................................................................... 23
2.2.4 Trainings ............................................................................................................. 23
2.2.5 Training Materials .............................................................................................. 23
2.2.6 Internal Wiki ....................................................................................................... 24
2.2.7 Various Proposals ............................................................................................... 24
2.3 Non-Functional Requirement.................................................................................... 25
2.3.1 Availability .......................................................................................................... 25
2.3.2 Capability ........................................................................................................... 25
2.3.3 Environment/System Requirements ................................................................. 25
2.3.4 Data Retention ................................................................................................... 25
2.3.5 Performance ...................................................................................................... 26
2.3.6 Scalability ........................................................................................................... 26
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2.3.7 Security Requirements ....................................................................................... 26
3 Technical Details ............................................................................................................... 28
3.1 Technical introduction: ............................................................................................. 28
3.2 Hardware Specification: ............................................................................................ 283.3 Software Specification............................................................................................... 28
3.3.1 OS Components ................................................................................................. 29
3.3.2 Database Components ....................................................................................... 29
3.3.3 SharePoint Specification .................................................................................... 30
3.3.4 Visual Studio Specification ................................................................................. 30
3.3.5 SharePoint Designer Specification ..................................................................... 30
4 Web Application Development ........................................................................................ 32
4.1 Web Application Creation ......................................................................................... 32
4.2 Site Collection ............................................................................................................ 34
4.2.1 Site Collection Creation ..................................................................................... 34
4.3 Lists and Libraries ...................................................................................................... 36
4.3.1 Site Pages ........................................................................................................... 36
4.3.2 Department ........................................................................................................ 36
4.3.3 FAQ ..................................................................................................................... 37
4.3.4 FAQ View ............................................................................................................ 37
4.3.5 Training .............................................................................................................. 38
4.3.6 Training Transactions ......................................................................................... 38
4.3.7 Customer Details ................................................................................................ 39
4.3.8 Customer Queries .............................................................................................. 40
4.3.9 Training Materials .............................................................................................. 40
4.3.10 Wiki Documents ................................................................................................. 41
4.3.11 Wiki Library ........................................................................................................ 41
4.3.12 Proposals ............................................................................................................ 42
4.4 Permissions ............................................................................................................... 43
4.4.1 Site Permissions ................................................................................................. 43
4.4.2 Department Permissions ................................................................................... 43
4.4.3 FAQ Permissions ................................................................................................ 44
4.4.4 Training Permissions .......................................................................................... 44
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4.4.5 Training Transaction Permissions ...................................................................... 44
4.4.6 Customer Details Permissions ........................................................................... 45
4.4.7 Customer Queries Permission ........................................................................... 45
4.4.8 Site Pages Permission ........................................................................................ 464.4.9 Training Material Permission ............................................................................. 46
5 Web parts and Workflows ................................................................................................ 48
5.1 CheckCustomerTrainigForFAQ Web part .................................................................. 48
5.2 Manage FAQ Web page and web part ...................................................................... 50
5.3 Training Trans Permissions Workflow ....................................................................... 51
5.4 FAQ Workflow ........................................................................................................... 52
5.5 Customer query and notification SharePoint Designer workflow ............................ 53
6 Configuring Site to another Computer ............................................................................. 55
6.1 Creating a back-up .................................................................................................... 55
6.2 Restoring a database to other computer .................................................................. 56
6.3 Managing Site Content Database .............................................................................. 58
6.4 Adding a Solution to Web Application ...................................................................... 59
6.5 Configuring Security Settings .................................................................................... 60
6.6 Refresh the Web application ..................................................................................... 61
7 Testing the Site ................................................................................................................. 63
7.1 Anonymous Access: ................................................................................................... 63
7.2 Customer Access: ...................................................................................................... 65
7.3 Support Staff Access: ................................................................................................. 67
7.4 Developer Access: ..................................................................................................... 68
7.5 HOD Access: .............................................................................................................. 70
7.6 Administrator Access: ............................................................................................... 73
8 Conclusion ........................................................................................................................ 75
9 Bibliography ...................................................................................................................... 78
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LIST OFABBREVIATIONS
AdministratorAsean Softech Engineering Centre
Business Resource Development
Central Administration
Enterprise Resource Planning
Frequently Asked Questions
Head Of the Department
Project Management OfficeSystem Development Life Cycle
SharePoint
Sequel Query Language
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LIST OFFIGURES
Figure 1: Manage Web Application ................................................................................. 32
Figure 2: New Button for Creating Web Application ................................................ 33
Figure 3: Create New Web Application Pop-up Window ........................................ 33
Figure 4: Create Site Collection Pop-up Window ....................................................... 34
Figure 5: Blank SharePoint Site .......................................................................................... 35
Figure 6: Check Customer Training For FAQ Web Part ............................................ 48
Figure 7: Check Customer Training For FAQ site view ............................................. 49
Figure 8: Manage FAQ Web page and Web Part ......................................................... 50
Figure 9: Training transaction Permission Workflow Design ................................ 51
Figure 10: Training transaction Permission Workflow Coding ............................. 51
Figure 11: FAQ Workflow Design .................................................................................... 52
Figure 12: FAQ Workflow Coding .................................................................................... 52
Figure 13: Customer Query and Notification ............................................................... 53
Figure 14: Taking backup of SharePoint Database ..................................................... 55
Figure 15: Restoring database to another computer .................................................. 56
Figure 16: Filling General information of the Database Restore ............................ 56
Figure 17: Setting Restore Database Properties ............................................................ 57
Figure 18: add a content database to a Web Application (SharePoint Site) ....... 58
Figure 19: Deploy.bat file code .......................................................................................... 59
Figure 20: Successful Deploy of the ***.WSP files........................................................ 59
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Figure 21: using web application as a System Account ............................................ 60
Figure 22: ASEC PMO Support System--> Home Page ........................................... 61
Figure 23: Home Page for anonymous user .................................................................. 63
Figure 24: Customer Registration for Anonymous Users ......................................... 64
Figure 25: Various Training Programs offered ............................................................ 64
Figure 26: FAQs for Customer1 ......................................................................................... 65
Figure 27: Customer Query Window .............................................................................. 66
Figure 28: Training Material for Customer1 ................................................................ 66
Figure 29: Support Staff Members read only rights to the Proposals ................... 67
Figure 30: Developers read only access to Manage FAQs ........................................ 68
Figure 31: Developers Contribute access to all training material ......................... 68
Figure 32: Developers access to upload new training Materials ........................... 69
Figure 33: HODs access to add New FAQ Pop-up Window .................................... 70
Figure 34: HODs access to add New Proposal .............................................................. 70
Figure 35: Proposal List view by hodpmo ...................................................................... 71
Figure 36: Proposal View Format ...................................................................................... 71
Figure 37: Adding new training transactions by hodpmo ....................................... 72
Figure 38: HODs access all Training Transactions ..................................................... 72
Figure 39: Administrator User Permissions ................................................................... 73
Figure 40: Administrator Wiki Documents ................................................................... 73
Figure 41: hodpmo Wiki Documents .............................................................................. 73
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LIST OFTABLES
Table 1 : Ratified Stake Holders ......................................................................................... 16
Table 2: Access Group ........................................................................................................... 20
Table 3: Hardware Specification ....................................................................................... 28
Table 4: OS Components ...................................................................................................... 29
Table 5: Database Components .......................................................................................... 29
Table 6: SharePoint Specification ...................................................................................... 30
Table 7: Visual Studio Specification ................................................................................. 30
Table 8: SharePoint Designer Specification ................................................................... 30
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INTRODUCTION
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1 IntroductionThe purpose of this document is to collect, analyze, and define high-level needs and
features of the ASEC PMO Support System. It focuses on the capabilities needed by the
stakeholders and the target users, and why these needs exist. The details of how the
Application ASEC PMO Support System fulfills these needs are detailed in the use-case and
supplementary specifications.
1.1 ScopeThe purpose of this thesis is to implement an Institution wide web based ASEC PMO Support
System which provides a comprehensive solution to manage different activities, tasks
handled by different departments to fulfil their customer needs and Knowledge base and
training requirements. Moreover it provides easy to use interface for external and internal
users based on different permissions and roles with respect to their departments.
The ASEC PMO Support System will be used internally and by various groups of users likeHODs, Developers, Support Staff and System Administrators of ASEC. Each department will
have functionality based on their daily working and will be assign permissions from site to
item level as and when required by PMO system itself. Anonymous users will also get some
browsing rights on PMO system to view and register themselves as customers of ASEC and
browse and demand for different courses.
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The application and process will provide several key business benefits:
Provide better and more accurate way of managing different projects, trainingsand customers.
Set the stage for introducing a more structured training and FAQ process. Provide a centralized application for all level of users. Provide a basis for management decision regarding application development,
Proposals, trainings & FAQs
Due to project timeframe constraints the proposed system will be developed in single
phases, this BRD will document the business requirement/features of phase 1 only of the
project.
1.1.1 Scope includes Ability to manage FAQs with role based access. Ability to logically and interactively capture the customer queries and
feedbacks and manage contents/FAQs accordingly.
Ability to view and register trainings for customer. Real time Update & notification ability to update HODs for customer
queries and alert if not attained in 24 hours.
Integrate & present Online Help
The above highlights the main requirements for Phase 1 of the PMO Support Management
system development project. Section 2 of this document details these requirements,
organizing them as much as possible into functional or logical sub sections.
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1.1.2 Scopes excludesThe following are out of scope for the Phase 1 implementation.
Other Reporting needs and printing needs. Custom Branding and Navigation of SharePoint Site. Data Migration/Mining/Trending capacity Additional Attributes & related Workflows - e.g. Access control attributes,
Course fees payment and external email notifications to customers.
ERPs management for ASEC
1.2 Ratified StakeholdersTable 1 : Ratified Stake Holders
Project/Business Sponsor Asean Softech Engineering Centre,
Vadodara
Project Lead Ms. Minaxi Vaisnav
Business Analysis Suneer Dubal
Developer Suneer Dubal
1.3 Summary of Key Stakeholder or User NeedsThere are currently several existing manual process involved in managing FAQs, queries,
Help, a complex access rights management etc. moreover customers queries and demandsare not maintained properly and replied irregularly or missed. A system which helps
different users to search and manage respected data according to their roles and
registration.
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1.4 Dependencies The system is dependent on users updating /completing any incorrect content after
rollout.
1.5 Assumption Groups and Lists/Libraries/Columns and their types are static names and will not
be changed later.
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Requirement Analysis
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2 Requirement Analysis2.1 General Business RequirementThe general business requirement is to develop an internet and intranet based web solution
that will be ASECs PMO Support system used to add, track and maintain customers,
trainings and documentation online, replacing the manual process currently in use.
Other requirements for this solution other than those explicitly concerning its functionality,
e.g. those relating to security, scalability, performance, archiving, extensibility, etc. are not
documented in this document.
2.1.1 Product PerspectiveThis product is a new application/system to be developed. It is not a component of a larger
system(s) and does not, at this present time interface with other application(s). This productis independent and totally self-contained. However it is intended to replace the current
manual system and it is important that the system is designed to allow future enhancements
and also to integrate smoothly with new interfaces.
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demand of HOD a system administrator can give access rights on particular data. While
support staff will have read right majority content and will give proper information to
HODs/other users as and when required. Each customer will have some anonymous access
on site to brose few forms/data to get enquiry or registration, once attended a course he/shecan view/download content for that course/training only.
2.1.3 Access ApprovalAccess to the application PMO Support system shall by departments; each business
department shall have an HOD. All requests to access a Department shall be approved by
System Admin / Owner only on HOD approval.
2.1.4 UsabilityThe proposed system is a web based application, it shall be designed in a user friendly way,
this means that it must be implemented in a user oriented context providing easy to use
inter terms of:
Ease and effectiveness of navigation. Effectiveness of presentation, i.e., the process of adding an item does not take
too long. The add new interface should be interactive and not a long list of
questions in a form, fields should be displayed or not displayed depending on
the questioning logic.
Where possible questions that represent users selections should be displayed
in a way that is does not clutter the page/screen and it is understandable to
user what is needed to be done is completed the question.
Ease of learning, appropriate error messages to inform user of what they aredoing wrong.
Visual hierarchy - all the mandatory fields are identifiable as mandatory.
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2.2 Business RequirementThis section details the business solution for the proposed system at a more granular level. It
also uses use cases where necessary to describe the sequence of interactions between the
user/actor and the system necessary to deliver the solution that satisfies the goal/scope of the
project.
2.2.1 Home pageHome page link Site Pages/Home.aspx is anonymously accessible. Any registered or non-
registered user can access this page.
2.2.2 Common links on quick launch1. FAQ Link:- A link redirecting to listing page of all available FAQs should be shown.
However only registered users should allowed going on page. Anonymous users
should be re-directed back to the home page.
2. Trainings Link:- Training links should also be visible to all users but only should beaccessible to users who are registered and have attended at least one training.
3. Customer Queries:- Customer queries should also be accessible to registered usersfor queries, questions, help etc.
4. Customer Registration:- A link accessible to all users for a new registration form.Where a user can fill details and submit for new customer registration.
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2.2.3 FAQFAQs would be accessible to all registered users.
Customers: Customers who are registered and have attended at least one training. The
department for which customer has attended the training; he/she can view FAQs from that
respective department only. However if a user has attended training of multiple
departments he/she can view FAQs for all those departments.
2.2.4 TrainingsAll trainings should be visible to all users so that registered customers can browse and viewall trainings of all departments.
If he/she is interested to attend any training, they can put a query to the system and based
on available training schedules HOD can put that customer as attendee in to the training
transaction list.
Once added as trainee to any training transaction a customer should then browse the FAQs
and training materials of the department under which he / she has attended the training.
2.2.5 Training MaterialsTraining material should be a common document repository where all departments can
store their training related documents, spreadsheets, presentations, diagrams, snapshots etc.
This repository should also keep track of training for which it has been created and used.
There might be case when a single training scheduled at different years might contain
different course material i.e. MS Office 2000 and MS Office 2010 will have different
course materials and structure.
Training based security should be maintained here also, if a user has attended any training
then only he/she can view respected trainings course material.
Entire document library will be managed by HODs and all documents should be keeping
multiple file versions.
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2.2.6 Internal WikiThis module will be only accessible to HODs. HOD will use this module to manage FAQs
and Trainings.
Here also department wise edit permission should be given to respected HODs, however
they can see other departments FAQs and trainings but they cannot update them.
2.2.7 Various ProposalsASEC maintains different forms layout to keep track of various proposals comes and
demanded to ASEC for any project or training. An HOD of a department verifies the
proposal and can take further action on that proposal. In proposal forms few attributes are
common like company, proposal makers designation etc. but though a proposal maker can
write proposal in enhanced rich text format to include diagrams, figures and tables.
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2.3 Non-Functional Requirement2.3.1 AvailabilityThis subsection specifies the following requirements associated with the time that the
system must available for use. At the moment there are not users accessing the system from
SQL or claims authentication only anonymous or AD users are allowed.
The system shall be available for use 24 hours per day and 7 days per week expect during
maintenance when the downtime period will be communicated users.
2.3.2 Capability
The system shall be able to cater for simultaneous users within the periods
2.3.3 Environment/System Requirements
The system shall be developed on ASECs existing application development
environment/platform and shall comply with existing system & environment requirements.
2.3.4Data Retention
This subsection specifies the following requirements associated with the length of time data
must be retained and requirements for its archival and destruction.
The system shall comply with ASECs data archiving process and policy
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2.3.5 PerformanceThis subsection specifies the following requirements associated with the performance.
Maximum response time of 5 seconds or less for all pages. Is to view page 5s at most for
search
The system shall be an on-line system, which can be viewed using Internet Explorer 7 and
above
The system shall be accessible from any computer connected on ASECs Network
2.3.6 Scalability
The system shall be scalable to accommodate unrestricted growth in the number of users;
attachment size should be limited to 50 MB; however no limit for document size uploaded in
document repository.
2.3.7 Security RequirementsThis subsection documents the security requirements that specify the extent to which the
system shall protect itself against unauthorized access.
The system must comply to ASECs Access Control Policy and Standard
If not in the SDLC process, secure coding techniques must be employed to project the system
against web application vulnerabilities such as SQL injections.
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Technical Details
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3 Technical Details3.1 Technical introduction:
ASEC PMO support system is web based SharePoint site which can be hosted on
any intranet or internet LAN/WAN network which hosts SharePoint Server.
However the site is fundamentally designed to work only with windows
authentication.
3.2 Hardware Specification:This section describes only the specification on which this site was developed and
hosted. However any server supporting SharePoint version also may host this site.
Table 3: Hardware Specification
Processor Intel Core i3 & i52100 3.10 GHz
HDD 500GB
RAM 8 GB
3.3 Software SpecificationThis section also describes different software / programs used to develop this
solution. However any supported software / program with this solution and
compatible version may also support.
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3.3.1 OS ComponentsTable 4: OS Components
Operating System Windows Server 2008 R2 or Windows 7 Ultimate
Operating System Type 64 bit
Operating System Version 6.1.7601 Service Pack 1 build 7601
3.3.2 Database ComponentsTable 5: Database Components
Microsoft SQL Server 2008 R2 Microsoft SQL Server 2008 (SP1) -
10.0.2531.0 (X64) Express Edition
(64-bit) on Windows NT 6.1
(Build 7601: Service Pack 1)
Microsoft SQL Server Management Studio 10.50.1617.0
Microsoft Analysis Services Client Tools 10.50.1617.0
Microsoft Data Access Components(MDAC)
6.1.7601.17514
Microsoft MSXML 3.0 6.0
Microsoft Internet Explorer 9.0.8112.16421
Microsoft .NET Framework 2.0.50727.5456
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3.3.3 SharePoint SpecificationTable 6: SharePoint Specification
Microsoft SharePoint Foundation 2010 14.0.6029.1000
Security Update for Microsoft SharePoint Foundation
2010 (KB2553365) 64-Bit Edition
14.0.6120.5005
Microsoft SharePoint 2010 Service Pack 1 (SP1) 14.0.6029.1000
Microsoft SharePoint Foundation 2010 1033 Lang
Pack
14.0.6029.1000
Update for Microsoft SharePoint Foundation 2010
(KB2553014)
14.0.6106.5000
Microsoft SharePoint Foundation 2010 Core 14.0.6029.1000
Security Update for Microsoft SharePoint Foundation
2010 (KB2553365) 64-Bit Edition
14.0.6120.5005
Security Update for Microsoft SharePoint Foundation
2010 (KB2553413) 64-Bit Edition
14.0.6114.5002 Superseded
3.3.4 Visual Studio SpecificationTable 7: Visual Studio Specification
Component Specification
Microsoft Visual Studio 2010 Professional ENU Version 10.0.40219.1 SP1 Rel
Microsoft .Net Framework Version 4.0.30319 SP1 Rel
Microsoft Visual C# 2010 Require .Net 2.0
Microsoft Visual Web Developer 2010 Require .Net 2.0
Microsoft Visual Studio 2010 Team Explorer Require .Net 2.0
Microsoft Visual Studio 2010 SharePoint Developer
Tools
Require .Net 2.0
3.3.5 SharePoint Designer SpecificationTable 8: SharePoint Designer Specification
Microsoft SharePoint Designer 2010 Version 14.0.6112.5000 (64 bit)
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Web Application
Development
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4 Web Application Development4.1 Web Application Creation
In your Central Administration, go to application management (CA Application
Management), under Web Application heading a link named Manage Web Applications
click on it.
Figure 1: Manage Web Application
This will open manage page for web applications. In top left corner there is option for new
web application. Click on, it will open new web application page with options.
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Figure 2: New Button for Creating Web Application
Figure 3: Create New Web Application Pop-up Window
Choose authentication Classic mode, New IIS website, Port, Authentication Provider =
NTLM, Allow anonymous access = no, SSL = no, new application pool, with a predefined
Network Service and DB name with windows authentication. This will create a new web
application and a new Database in your SharePoint database instance.
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4.2 Site Collection4.2.1 Site Collection Creation
Go to Central Administrator Application Management Under Site Collections
Click on Create Site Collections.
Figure 4: Create Site Collection Pop-up Window
Choose Blank Site template and give title as ASEC PMO Support System.
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Figure 5: Blank SharePoint Site
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4.3 Lists and LibrariesCreated following lists and libraries as specified in tables
4.3.1 Site Pages
Multiple lines of text
Person or Group
Person or Group
Person or Group
4.3.2 Department
Single line of text
Single line of text
Person or Group
Person or Group
Person or Group
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4.3.3 FAQ
Single line of text
Number
Multiple lines of text
Multiple lines of text
Lookup
Person or Group
Person or Group
4.3.4 FAQ ViewCreate FAQ view as below and delete default view created by list.
Question Number 1
Question 2
Answer3
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4.3.5 Training
Single line of text
Multiple lines of text
Lookup
Person or Group
Person or Group
4.3.6 Training Transactions
Single line of text
Lookup
Date and Time
Date and Time
Person or Group
Person or Group
Person or Group
Person or Group
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4.3.7 Customer Details
Single line of text
Single line of text
Single line of text
Single line of text
Single line of text
Single line of text
Single line of text
Single line of text
Single line of text
Single line of text
Single line of text
Single line of text
Multiple lines of text
Single line of text
Single line of text
Single line of text
Single line of text
Hyperlink or Picture
Multiple lines of text
Person or Group
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Person or Group
4.3.8 Customer Queries
Single line of text
Choice
Multiple lines of text
Multiple lines of text
Person or Group
Person or Group
4.3.9 Training Materials
Single line of text
Multiple lines of text
Number
Person or Group
Person or Group
Person or Group
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4.3.10 Wiki Documents
Single line of text
Lookup
Person or Group
Person or Group
Person or Group
4.3.11 Wiki Library
Single line of text
Person or Group
Person or Group
Person or Group
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4.3.12 Proposals
Single line of text
Single line of text
Date and Time
Hyperlink or Picture
Single line of text
Single line of text
Multiple lines of text
Person or Group
Person or Group
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4.4 PermissionsFollowing section shows what permissions are set for site, lists and libraries.
4.4.1 Site Permissions
4.4.2 DepartmentPermissions
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4.4.3 FAQ Permissions
4.4.4 Training Permissions
4.4.5 Training Transaction Permissions
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4.4.6 Customer Details Permissions
4.4.7 Customer Queries Permission
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4.4.8 Site Pages Permission
4.4.9 Training Material Permission
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Web Parts and
Workflows
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5 Web parts and Workflows5.1 CheckCustomerTrainigForFAQ Web partThis web part is created to check if the current user has registered for any training and is a
customer? Or member of any other user group then customer. Based on it web part will
redirect response. This is hidden web part placed on FAQs list view page.
Figure 6: Check Customer Training For FAQ Web Part
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Figure 7: Check Customer Training For FAQ site view
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5.2 Manage FAQ Web page and web partCreate an .aspx page in SharePoint designer into Wiki Library and insert FAQ list view web
part to it and allow inline editing on that web part.
Figure 8: Manage FAQ Web page and Web Part
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5.3 Training Trans Permissions WorkflowThis workflow will assign customers and other users individual item level permission on
training transactions and training materials.
Figure 9: Training transaction Permission Workflow Design
Figure 10: Training transaction Permission Workflow Coding
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5.4 FAQ WorkflowThis workflow will check trainings attended and will assign rights based on it to FAQs to
customers as well as HODs for respective departments. All other users will get read rights.
Figure 11: FAQ Workflow Design
Figure 12: FAQ Workflow Coding
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5.5 Customer query and notification SharePoint Designerworkflow
This workflow will check new customer query and will also check has HOD replied to
query or not. If no reply given it will send two notifications before 2 and 1 hours of 24
hours after new query.
Figure 13: Customer Query and Notification
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Configuring SharePoint
Site to other Computer
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6 Configuring Site to anotherComputer
Assumption: SharePoint Server 2010, SQL Server 2008 R2, Windows Server 2008 R2 data
centre is installed. This configuration is used for developer members and also for the
intranet users of the company.
6.1 Creating a back-upCreate Back-up of SharePoint Site database using SQL Server Management Studio 2008 R2 and save
the file as ASEC_Date_Month_Year.bak. (Done by the Administrator only)
Figure 14: Taking backup of SharePoint Database
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6.2 Restoring a database to other computerRestore the Database in another computer where it has to be configured and give the database
name.
Figure 15: Restoring database to another computer
Figure 16: Filling General information of the Database Restore
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Figure 17: Setting Restore Database Properties
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6.3 Managing Site Content DatabaseNow open the Central Administration as System Account.
Click on Application ManagementOn Database Section Click Manage Content
Databases. Remove the current database (e.g. WSS_Content_1234) of the web application.
Click on add a content database.
Figure 18: add a content database to a Web Application (SharePoint Site)
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6.4 Adding a Solution to Web ApplicationNow add a solution to the Web Application. For this run Command Prompt (as an administrator)
launch file Deploy.bat. After successfully completing click on Central AdministratorSystem
SettingsManage Farm Solutions to check the ***.wsp is successfully deployed or not.
Figure 19: Deploy.bat file code
Figure 20: Successful Deploy of the ***.WSP files
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6.5 Configuring Security SettingsFor that Click on CA Security Users Specify web application user policy.
Click
add users
Select web application and click Next
add users, give permission tofull control, and set account as system account Click Finish.
Figure 21: using web application as a System Account
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6.6 Refresh the Web applicationRefresh web application (e.g. asec:1234/Site Pages/Home.aspx)
Figure 22: ASEC PMO Support System--> Home Page
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Testing the Site
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7 Testing the SiteThe testing is based on the user access rights. From 7.1 to 7.6 the access to the Site increases.
7.1 Anonymous Access:Home page link Site Pages/Home.aspx (here http://asec:1234/Site Pages/Home.aspx) is
anonymously accessible. Any registered or non-registered user can access this page.
Figure 23: Home Page for anonymous user
Anonymous User can also have an access to Customer Registration and Various Training
Details.
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Figure 24: Customer Registration for Anonymous Users
Figure 25: Various Training Programs offered
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7.2 Customer Access:Customers have all access of anonymous user. The department for which customer has
attended the training; he/she can view FAQs from that respective department only.
However if a user has attended training of multiple departments he/she can view FAQs for
all those departments.
Also if a customer has a query, it can be solved by New Query link.
Figure 26: FAQs for Customer1
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Figure 27: Customer Query Window
Customer can view only those training related documents which have been attended by a
customer.
Figure 28: Training Material for Customer1
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7.3 Support Staff Access:Support Staff members have all access of anonymous users and customers except no access
for training material. Additionally support staff members have read only access to the
proposals.
Figure 29: Support Staff Members read only rights to the Proposals
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7.4 Developer Access:Developer Members have all access of Support Staff members. Additionally members have
read only access to all FAQs and contribute access to Training Materials.
Figure 30: Developers read only access to Manage FAQs
Figure 31: Developers Contribute access to all training material
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Figure 32: Developers access to upload new training Materials
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7.5 HOD Access:HODs have all access of Developer Members. Additionally HODs have contributed access to
view training transactions and also to add new training transactions in the list. Moreover
HODs, can add new proposals and Manage FAQ, can contribute Wiki documents. But has
no access to Administrator Only.
Figure 33: HODs access to add New FAQ Pop-up Window
Figure 34: HODs access to add New Proposal
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Figure 35: Proposal List view by hodpmo
Figure 36: Proposal View Format
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Figure 37: Adding new training transactions by hodpmo
Figure 38: HODs access all Training Transactions
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7.6 Administrator Access:Administrator has all access of the SharePoint Site (e.g. ASEC PMO Support System). Only
administrator has access to Wiki document and Manage FAQ. Apart from this User
permission can be arranged only by administrator.
Figure 39: Administrator User Permissions
Figure 40: Administrator Wiki Documents
Figure 41: hodpmo Wiki Documents
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Conclusion
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8 ConclusionThe objective of this thesis is to implement an Institution wide web based ASEC PMO
Support System which provides a comprehensive solution to manage different activities,tasks handled by different departments to fulfil their customer needs and Knowledge base
and training requirements by using SharePoint 2010. SharePoint 2010 is developed in such
user friendly manners that even a person without any technical skills can benefit from it to
the full extent.
The application and process will provide several key business benefits:
Provide better and more accurate way of managing different projects, trainingsand customers.
Set the stage for introducing a more structured training and FAQ process. Provide a centralized application for all level of users. Provide a basis for management decision regarding application development,
Proposals, trainings and FAQs.
During the project, a fictitious example has been created for testing purpose only. The real
implementation will be done by the company administrator.
This product is a new application/system to be developed. It is not a component of a larger
system(s) at this present time. This product is independent and totally self-contained. The
system is designed to allow future enhancements and also to integrate smoothly with new
interfaces.
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The followings are future implementations that will gain company site value to the top most
in the market.
Other Reporting needs and printing needs. Custom Branding and Navigation of SharePoint Site. Data Migration/Mining/Trending capacity Additional Attributes and related Workflows - e.g. Access control attributes,
Course fees payment and external email notifications to customers.
ERPs management for ASEC Groups and Lists/Libraries/Columns and their types are static names that can
be changed later to dynamic needs.
Finally, I would personally recommend Microsoft SharePoint Server 2010 to any extranet
site development as SharePoint has emerged as one of the top extranet solutions that
companies are considering. SharePoint is not only a collaboration website, but a framework
that developers can use to build entire applications. Out of the box, SharePoint includes
document management, search, change notification, and list functionality while
maintaining a high ease of use through its UI customization options. To finish out our
requirements list, all SharePoint content is stored within a SQL Server database, so security
can be well-controlled.
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Bibliography
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9 Bibliography
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3. Dan Holme; Alistair Matthews 2011, MCTS EXAM 70-667 Configuring MicrosoftSharePoint 2010, Microsoft Press.
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5. Dave Milner 2010, Pro ASP.NET SharePoint 2010 Solutions, Apress.
6. Wictor Wilen 2011, SharePoint 2010 Web Parts in Action, Manning PublicationsCo..
7. Paul J. Galvin; Udayakumar Ethirajulu 2012, Professional Workflow in SharePoint2010Real World Business Workflow Solutions, John Wiley & Sons, Inc.
8. Steven Mann 2011, PowerShell for SharePoint 2010 HowTo, Pearson Education,Inc.
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10.Jennifer Mason; Christian Buckley; Brian T. Jackett; Wes Preston 2012, MicrosoftSharePoint 2010 Creating and Implementing Real World Projects, OReilly Media,
Inc. Published with the authorization of Microsoft Corporation
11.Robert Garrett 2011, Pro SharePoint 2010 Administration, Apress.
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