Course Overview
The two-day Microsoft Business Portal course explores the installation and setup required to manage business portal. Business Portal training is recommended for anyone who plans to implement, use, maintain, consult, or support Microsoft Business Portal.
Audience
Customers wanting to learn the basic features and to develop a working knowledge of the typical day-to-day procedures required to effectively use Microsoft Business Portal.
Skills Gained
After completing this course, students should be able to:
- Install and configure the setup of Business Portal to fit your business needs
- Create Business Portal roles, add users to a role and modify that role
- Perform query creation and query administration
- Understand process for creating a Portal Page with web parts that publish and subscribe
- Setup and modify site content in Business Portal
- Add KPIs to your Business Portal installation and customise KPI queries
- Understand different types of Business Portal implementations
Prerequisites
Before attending this course, students should have:
- General knowledge of Microsoft(R) Windows(R)
- General knowledge of Microsoft SharePoint Services
- Understanding of Microsoft Great Plains ERP System
- Microsoft(R) SQL Server(R) experience
Course Outline
Chapter 1: Overview
This chapter gives students a general overview of the features and benefits of using the Business Portal module in an integrated environment.
Main Topics
- Business Portal Training Objectives
- Business Portal Features and Benefits
- Business Portal Components
After completing this chapter, students should be able to:
- Identify the features and benefits available when using Business Portal.
- Discuss the key features and benefits that Business Portal offers
Chapter 2: Business Portal Configuration and Prerequisites
This chapter focuses on the setup procedures for the Business Portal module.
Main Topics
- Business Portal Setup Training Objectives
- Business Portal Hardware Configurations
- Business Portal System Requirements
- Network Environment
- SQL Server Configuration
- Installation Preparation
- Web Server Setup
Labs
Check your network for the required platforms, servers, applications and service packs required for a Business Portal installation After completing this chapter, students should be able to:
- Customise settings for the Business Portal module
- Verify all required platforms, servers, applications and service packs required for a Business Portal installation
Chapter 3: Microsoft Business Portal Configuration and Prerequisites
This chapter defines the ways that transactions can be entered and posted in Business Portal. You explore the different types of transactions, receipts and deposits that may be entered in this module. This chapter explains how each type of transaction may update the cash balance in the general ledger, the checkbook balance in Business Portal or both.
Main Topics
- How to install Business Portal server on your network
- The step-by-step process of installation
- The services that need to installed and running when you install Business Portal
- Setting up Windows SharePoint Services
Labs
- Windows SharePoint Services Installation and Setup
- Business Portal 2.5 Installation
After completing this chapter, students should be able to:
- Install and setup Windows SharePoint Services
- Install Business Portal 2.5
Chapter 4: Microsoft Business Portal Post Installation Activities
This chapter examines the steps necessary to start Business Portal. The process to configure Business Portal is covered in detail. Time is spent discussing Post Installation performance tuning.
Main Topics
- Configuring, starting and removing Business Portal
- Business Portal performance tuning
Lab
- Configure Business Portal for Secure Web Sites
- Configure Terminal Services for Business Portal
- Workstation configuration for Internet Explorer Browser Settings
- Start up Business Portal
After completing this chapter, students should be able to:
- Configure, start and remove Business Portal
- Configure Internet Explorer to access Business Portal
Chapter 5: Microsoft Business Portal Administration
This chapter examines navigating Business Portal pages and the functions that each type of portal page provides. Business Portal roles are covered in detail; creating roles, adding users to roles, modifying roles and deleting roles. Time is also spent discussing query creation and query administration.
Main Topics
- Site Settings and Windows SharePoint Services
- Managing Business Portal Users
- Business Portal Roles
- Business Portal Queries
- Query Administration
Lab
- Add users to the Business Portal
- Assign users to an advanced role
- Modifying a user: name, roles and data permissions
- Remove a user
- Portal Roles: create, modify and data permissions
- Queries: create, modify and save or print results
- Query Administration: move, remove and share queries
After completing this chapter, students should be able to:
- Add users and roles to Business Portal
- Create and modify portal queries
- Perform Business Portal query administration
Chapter 6: Personalisation
This chapter discusses Web pages and parts. By actively participating in this chapter, students learn how to create different kinds of web pages and web parts; how web part properties affect web pages; integrating web parts and creating web parts that publish and subscribe.
Main Topics
- Predefined web pages and parts
- Types of pages and web parts
- How to change web part properties
- How to create a menu web part or page
- Creating a portal page with integrated web parts
- How to create a result viewer web part or page
- How to create publishing and subscriber web parts
- How to edit existing pages and parts
Labs
Create a Portal Page with web parts
Chapter 7: Event Publishing and Subscribing
This chapter discusses the process for creating portal pages with web parts that publish and subscribe. Working with primary and simple lists, the results viewer and how to establish communication between web parts is covered in detail.
Main Topics
- Creating a portal page with web parts that Publish and Subscribe
- Creating multiple Subscribers and Publishers
- Adding Web Parts from the toolbar
- Working with Primary and Simple Lists
- Setting up a Results Viewer
- Establishing communication between web parts
- Modifying existing pages and web parts
Labs
- Create a Portal Page
- Setting up the Primary Publishing List
- Setting up the Form Results Viewer
- Setting up the Rich List Result Viewer
- Establishing Communication between web parts
- Modifying the Primary Publishing List web part
- Modifying the Form Viewer Web Part
- Modifying the Rich List Result Viewer Web Part
After completing this chapter, students should be able to:
- Create a portal page with necessary web parts that will publish and subscribe
Chapter 8: Site Content Management
This chapter focuses Site Content Management and how to leverage Windows SharePoint Services to create personalized web content for users. Setup and modification of Site Content is covered in detail.
Main Topics
- Leveraging Windows SharePoint Services to create personalized web content for users
- Setup and modifying Site Content
Labs
- Creating New Site Content
- Modifying Site Content
After completing this chapter, students should be able to:
- Set up and modify Site Content in Business Portal Installations
Chapter 9: Key Performance Indicators (KPIs)
This chapter discusses understanding Key Performance Indicators and how to add a KPI to your Business Portal installation. KPI types and queries are also covered during in detail.
Main Topics
- Understand how to add KPIs to your Business Portal Installation
- How to use KPI queries in Business Portal
- Understand the different types of KPIs you can create
Labs
- Install the Key Performance Indicator application
- Create a KPI
- Setup Alert Ranges
- Add a KPI Web Part to a Business Portal page
After completing this chapter, students should be able to:
