Contents Overview 1 Configuring a Digital Dashboard Server 2 Deploying and Supporting Digital Dashboards 12 Personalizing and Customizing Digital Dashboards 18 Enabling Offline Use of Digital Dashboards 23 Lab A: Installing a Digital Dashboard Server Site 28 Review 32 Module 4: Creating and Deploying Digital Dashboards Information in this document is subject to change without notice. The names of companies, products, people, characters, and/or data mentioned herein are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. Complying with all applicable copyright laws is the responsibility of the user. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of Microsoft Corporation. If, however, your only means of access is electronic, permission to print one copy is hereby granted. 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Project Lead and Instructional Designer: Josh Barnhill Technical Lead: Chris Howd Technical Contributor: Howard Crow Program Manager: Phil Clark Graphic Artist: Andrea Heuston (Artitudes Layout and Design) Editing Manager: Lynette Skinner Editor: Elsa Leavitt Copy Editor: Kathy Toney (S&T Consulting) Production Manager: Miracle Davis Production Coordinator: Jenny Boe Production Tools Specialist: Julie Challenger Production Support: Ed Casper (S&T Consulting) Test Manager: Sid Benavente Testing Developer: Greg Stemp (S&T OnSite) Courseware Testing: Testing, Testing 123 Creative Director, Media/Sim Services: David Mahlmann Web Development Lead: Lisa Pease CD Build Specialist: David Myka (S&T Consulting) Manufacturing Manager: Rick Terek Operations Coordinator: John Williams Manufacturing Support: Laura King; Kathy Hershey Lead Product Manager, Release Management: Bo Galford Lead Product Manager, Knowledge Management Solutions: Janet Wilson Group Manager, Courseware Infrastructure: David Bramble Group Product Manager, Content Development: Dean Murray General Manager: Robert Stewart Module 4: Creating and Deploying Digital Dashboards iii Instructor Notes This module provides students with the skills necessary to create and deploy digital dashboards. At the end of this module, students will be able to: ! Install and configure a digital dashboard server that supports both Microsoft ® Windows ® 2000 file system–based and Microsoft SQL Server ™ –based digital dashboard solutions. ! Deploy and support a digital dashboard. ! Personalize and customize digital dashboards for individuals or corporate groups. ! Enable offline use of a digital dashboard. Materials and Preparation This section provides you with the required materials and preparation tasks that are needed to teach this module. Required Materials To teach this module, you need the following materials: ! Microsoft PowerPoint ® file 2017a_04.ppt ! Module 4, “Creating and Deploying Digital Dashboards” Preparation Tasks To prepare for this module, you should: ! Read all of the materials for this module. ! Read the instructor notes and margin notes for this module. ! Complete the lab. Presentation: 45 Minutes Lab: 15 Minutes iv Module 4: Creating and Deploying Digital Dashboards Module Strategy Use the following strategy to present this module: ! Configuring a Digital Dashboard Server Explain how to install and configure digital dashboard environments based on the two types of Web Part stores supported by the Digital Dashboard Resource Kit version 2.0: Windows 2000 file system and SQL Server. ! Deploying and Supporting Digital Dashboards Explain how to implement a digital dashboard. Describe the difference between personal and team digital dashboards. Explain how to access a digital dashboard by using Microsoft Outlook ® 2000. ! Personalizing and Customizing Digital Dashboards Explain how to personalize digital dashboards and how to customize digital dashboards. Explain how to enable digital dashboards to store user preferences. ! Enabling Offline Use of Digital Dashboards Introduce the concept of enabling offline use of digital dashboards. Explain how to enable offline use of Internet and intranet content and business data. Module 4: Creating and Deploying Digital Dashboards 1 Overview ! Configuring a Digital Dashboard Server ! Deploying and Supporting Digital Dashboards ! Personalizing and Customizing Digital Dashboards ! Enabling Offline Use of Digital Dashboards At the end of this module, you will be able to: ! Install and configure a digital dashboard server that supports both Microsoft ® Windows ® 2000 file system–based and Microsoft SQL Server ™ –based digital dashboard solutions. ! Deploy and support digital dashboards by using the four basic implementation models along with Microsoft Outlook ® 2000. ! Personalize and customize digital dashboards for individuals or for corporate groups. ! Enable offline use of a digital dashboard. Slide Objective To provide an overview of the module topics and objectives. Lead-in In this module, you will learn how to create and deploy digital dashboards. 2 Module 4: Creating and Deploying Digital Dashboards # ## # Configuring a Digital Dashboard Server ! Installing a File System–based Digital Dashboard Environment ! Configuring a File System–based Digital Dashboard Environment ! Installing a SQL Server–based Digital Dashboard Environment ! Configuring a SQL Server–based Digital Dashboard Environment The Digital Dashboard Resource Kit version 2.0 includes installation wizards for installing the two sample digital dashboards: one based on the Windows 2000 file system and one based on SQL Server version 7.0. You can use the installed digital dashboards, along with sample Web Parts, as the foundation for your own digital dashboards. The following sections explain how to install and configure network servers to support the file system and SQL Server sample digital dashboards. You should always back up your Internet Information Services (IIS) metadata before running one of the digital dashboard installation wizards. The metadata can be found in the WINNT\System32\Inetsrv directory, in a file named Metabase.bin. If there is a problem during setup that results in the metadata becoming corrupted, you can restore it by using the backup file. Slide Objective To outline the topics related to configuring a digital dashboard server. Lead-in You can use either of the two sample digital dashboards included with the Digital Dashboard Resource Kit as the foundation for your digital dashboard. Important Module 4: Creating and Deploying Digital Dashboards 3 Installing a File System–based Digital Dashboard Environment Components of a File System–based Digital Dashboard Components of a File System–based Digital Dashboard Web Part Storage Web Page Storage Providing Information During Installation Installing the File System Sample Digital Dashboard Installing the File System Sample Digital Dashboard \Factory\*.* \Factory\*.* \Dashboards\ \Dashboards\ Files copied to your computer Files copied to your computer File system–based digital dashboards store Web Parts and digital dashboards on a network server by using the Windows 2000 file system. Digital dashboards are represented by folders in the file system that contain Web Parts. These folders also contain a set of properties called Web Distributed Authoring and Versioning (WebDAV) properties that are required for both digital dashboard folders and Web Parts. Whereas digital dashboard folders and Web Parts appear to be normal folders and files in the file system, they can be created only by using the digital dashboard user interface (UI) or the Web Part Builder add-in to Microsoft Visual InterDev ® version 6.0 because of the special properties associated with these files and folders. After they are created, however, you can use the Windows file system to copy, move, and delete both digital dashboard folders and Web Parts—as long as they remain in a root digital dashboard folder after you copy or move them. Components of a File System–based Digital Dashboard A file system–based digital dashboard requires two root folders: ! Digital dashboard folder. This component is an NTFS file system folder and IIS virtual root that is used to physically store Web Part files and digital dashboard properties. ! Factory folder. This component is an NTFS folder and IIS virtual root that stores components used by the digital dashboard factory while rendering a digital dashboard view. Slide Objective To illustrate the components needed to install a file system–based digital dashboard environment. Lead-in A digital dashboard can store Web Parts in the Windows 2000 file system. 4 Module 4: Creating and Deploying Digital Dashboards Installing a File System Sample Digital Dashboard The most straightforward way to install a digital dashboard based on the Windows file system is to install the Windows File System Sample Digital Dashboard (included with the Digital Dashboard Resource Kit). To install the Windows File System Sample Digital Dashboard: 1. On the Digital Dashboard Resource Kit compact disc, run the Ddrk_fs.msi file. 2. Follow the instructions provided by the installation wizard. Providing Information During Installation During installation, you will be asked to provide the following information: ! Web site server. You must specify the IIS server that will be used to support your digital dashboard site. The default value is Default Web Site. ! Virtual root name. You must provide a name for the folder and virtual root that is used to store digital dashboard factory files. The default virtual root name is Factory. ! WebDAV server name. You must provide the name of the virtual root folder that users will use to connect to a digital dashboard. The default value is Dashboards. Your responses are recorded in the IIS Metabase.bin file and are used by components of the file system digital dashboard and your digital dashboard server. If you modify virtual root directory names after the initial installation, you should reinstall the Windows File System Sample Digital Dashboard to update the IIS metadata settings. Files Copied to Your Server Setup copies the following files to your computer. File Description \Dashboards\ The root folder that will contain digital dashboards. It is registered in IIS as a virtual folder with Write, Directory Browsing, and Script Execution permissions enabled. \Factory\*.* The digital dashboard factory folder. This folder contains a set of files that support dynamic rendering of the digital dashboard at run time. During installation, these files are copied to the \Inetpub\Wwwroot\Factory folder (or to another subfolder whose name you specify). The operating system used to support a file system–based digital dashboard site can be any version of Windows 2000 Server. Windows 2000 Professional can be used to develop Web Parts and can be used to connect Visual InterDev to the server hosting a digital dashboard site, but it should not be used as a digital dashboard site host. This is because a client-side digital dashboard does not support a full implementation of the digital dashboard architecture. Note Module 4: Creating and Deploying Digital Dashboards 5 Configuring a File System–based Digital Dashboard Environment ! Verifying Server Configuration ! Verifying the Digital Dashboard Factory Configuration Files $ Verifying the Dashboard_const.inc file $ Verifying the Factory_const.inc file After installation is complete, your digital dashboard site is fully configured. However, if you encounter problems during installation or while using the Web Part Builder software, use Event Viewer to review the event log and verify IIS settings on your server to ensure that the configuration is accurate and complete. Verifying Server Configuration When you install the Windows File System Sample Digital Dashboard, two IIS virtual root folders are placed on your server. By default the two folders are named Factory and Dashboards and are located at C:\Inetpub\Wwwroot\Factory and C:\Inetpub\Wwwroot\Dashboards. By using Internet Services Manager, ensure that both of these folders have been set up with the following check boxes selected: Read, Write, Directory browsing, Log visits, and Index this resource. For the Factory folder, ensure that Scripts Only appears in the Execute Permissions box, and ensure that Medium (Pooled) appears in the Application Protection box. For the Dashboards folder, ensure that Scripts Only appears in the Execute Permissions box, and ensure that Low (IIS Process) appears in the Application Protection box. Use Event Viewer to modify the property settings of the Application, Security, and System logs so that the Overwrite events as needed check box is selected. If you experience problems with Visual InterDev while using the Web Part Builder add-ins, confirm that Service Pack 3 for Visual InterDev was installed before installing the Web Part Builder. Slide Objective To outline the topics associated with configuring a file system–based digital dashboard environment. Lead-in If you encounter problems during installation, you should verify the server configuration and the digital dashboard factory configuration files. Note 6 Module 4: Creating and Deploying Digital Dashboards Verifying the Digital Dashboard Factory Configuration Files You should verify the configuration settings for two files that are related to digital dashboard factory configuration. Verifying the Dashboard_const.inc File An include (.inc) file named Dashboard_const.inc is located in the C:\Inetpub\Wwwroot\Factory folder. This file should be configured as follows: <% Const stPortalServer = "http://server_name" Const stPortalVRoot = "Dashboards" Const stDashVRoot = "dashboards/Your_Startup_Dashboard/" %> You can modify the value being assigned to the stDashVRoot parameter to enable an automatic redirect from the http://server_name/factory location to your default digital dashboard. (Note the trailing / in the example listing above.) Enabling automatic redirection enables users to connect to a default corporate digital dashboard by using Microsoft Internet Explorer 5 to browse to the http://server_name/factory location rather than connect directly to your digital dashboard site. You can change which digital dashboard the users see by changing the value assigned to the stDashVRoot parameter. The stPortalVRoot parameter contains the root folder location where your digital dashboards are stored. The DBList.asp file uses this parameter to determine where to create new digital dashboard folders. The stPortalServer parameter identifies your digital dashboard server. Verifying the Factory_const.inc File The Factory_const.inc file is used by the Web Part Builder to determine which digital dashboard factory is used to process the digital dashboard folders. The Factory_const.inc file is created only if you have more than one digital dashboard factory installed on your digital dashboard server—if, for example, you installed more than one of the sample digital dashboards. [...]... permissions on digital dashboards and Web Parts For more information on using the Administration digital dashboard, see the Building and Deploying Digital Dashboards white paper that is included with the Digital Dashboard Resource Kit 14 Module 4: Creating and Deploying Digital Dashboards Personal Digital Dashboards A personal digital dashboard gives the user total control over all aspects of the digital. .. customizing a digital dashboard for personal use, see the Building and Deploying Digital Dashboards white paper that is included with the Digital Dashboard Resource Kit For more information on creating a Web Part that includes content customization support, see module 3, Creating Web Parts,” in course 2017A, Creating Web Parts for Digital Dashboards 22 Module 4: Creating and Deploying Digital Dashboards. .. in which your digital dashboard will be used and supported ! User access and deployment You must consider how to deploy your digital dashboards so that users will be able to access their digital dashboards in an easy and consistent manner Module 4: Creating and Deploying Digital Dashboards 13 Digital Dashboard Implementation and Support Slide Objective To describe the four models of digital dashboard... appearance and contents of a digital dashboard from within the digital dashboard environment Digital dashboards can store user-set preferences so users will be presented with the same customized digital dashboard each time that they access it Module 4: Creating and Deploying Digital Dashboards 19 Personalizing Digital Dashboards Slide Objective To outline the topics associated with personalizing digital dashboards. .. files, and then click Open Module 4: Creating and Deploying Digital Dashboards ! To view your digital dashboard 1 In the Project Explorer pane, right-click My Dashboard 2 On the shortcut menu, click View Dashboard ! To design Web Parts for your digital dashboard • Design your own personalized digital dashboard by using the digital dashboard customization pages and the Web Part Builder 31 32 Module 4: Creating. .. Module 4: Creating and Deploying Digital Dashboards Review Slide Objective To reinforce module objectives by reviewing key points ! Configuring a Digital Dashboard Server Lead-in ! Deploying and Supporting Digital Dashboards ! Personalizing and Customizing Digital Dashboards ! Enabling Offline Use of Digital Dashboards The review questions cover some of the key concepts taught in the module 1 What are... Corporation, and then click Yes 11 Close the digital dashboard 29 30 Module 4: Creating and Deploying Digital Dashboards Exercise 2 Creating a Digital Dashboard Site on a Windows 2000 Server In this exercise, you will create a new Visual InterDev project, import Extensible Markup Language (XML) Web Part files to your digital dashboard, view your digital dashboard, and design Web Parts for your digital dashboard... create personal digital dashboards, see the Building and Deploying Digital Dashboards white paper that is included with the Digital Dashboard Resource Kit Team Digital Dashboards A team digital dashboard is very similar to a personal digital dashboard, except that a team digital dashboard gives control over the digital dashboard to a team Users outside of the team cannot access the team digital dashboard... your digital dashboard site—the sample digital dashboards that you install by using the Digital Dashboard Resource Kit—you should include an Administration subdashboard You can use an Administration subdashboard to navigate through a list of the digital dashboards that are installed at your site, create and delete digital dashboards and Web Parts, set properties of digital dashboards and Web Parts, and. .. available Web Parts and digital dashboards on a server, select and reconfigure items, apply custom settings, and then persist those changes in the database as user- and profile-specific properties Note For more information about the SQL Server 7.0 Sample Digital Dashboard, see the SQL Server Digital Dashboard DDRK Documentation reference document and the Building and Deploying Digital Dashboards white . Note 12 Module 4: Creating and Deploying Digital Dashboards # ## # Deploying and Supporting Digital Dashboards ! Digital Dashboard Implementation and Support. navigating between digital dashboards and selecting individual Web Parts. Note 14 Module 4: Creating and Deploying Digital Dashboards Personal Digital Dashboards