Setup

Task 1 – Create SharePoint Site

In this task, you will create a sub site for this lab in your SharePoint on-premise site.

1. Navigate to your top-level SharePoint site, e.g., https://intranet.contoso.com.
2. From Site Actions, choose New Site.
3. Choose the Team Site template.
4. Enter Lab03 for the name of the site to create.
   1. The site will be created at https://intranet.contoso.com/Lab03.
5. Click Create to create the site.
6. After the site is created, navigate back to the top level site; e.g.: https://intranet.contoso.com.
7. From Site Actions, choose Site Settings.
8. Under the Site Collection Administration section, click Site collection features.
9. Ensure that the SharePoint Server Enterprise Site Collection Features feature is activated.
   1. This feature is required for the Visio-based workflow visualization feature.
10. Ensure that the SharePoint Server Publishing Infrastructure feature is activated.
    1. This feature creates the appropriate security groups for approval workflows, e.g. the Approvers group.
11. Navigate back to the site you created for this lab; e.g.: https://intranet.contoso.com/Lab03.
12. From Site Actions, choose Site Settings.
13. Under the Site Actions section, click Manage site features.
14. Activate the SharePoint Server Publishing feature.

Task 2 – Create SharePoint Online Site

In this task, you will create a sub site for this lab in your SharePoint Online site.

1. Navigate to your top-level SharePoint Online site, e.g., https://contoso.sharepoint.com.
2. From Site Actions, choose New Site.
3. Choose the Team Site template.
4. Enter Lab03 for the name of the site to create.
5. Click Create to create the site.
6. After the site is created, navigate back to the top level site; e.g.: https://contoso.sharepoint.com.
7. From Site Actions, choose Site Settings.
8. Under the Site Collection Administration section, click Site collection features.
9. Ensure that the SharePoint Server Enterprise Site Collection Features feature is activated.
   1. This feature is required for the Visio-based workflow visualization feature.
10. Ensure that the SharePoint Server Publishing Infrastructure feature is activated.
    1. This feature creates the appropriate security groups for approval workflows, e.g. the Approvers group.
11. Navigate back to the site you created for this lab; e.g.: https://contoso.sharepoint.com/Lab03.
12. From Site Actions, choose Site Settings.
13. Under the Site Actions section, click Manage site features.
14. Activate the SharePoint Server Publishing feature.
    Note:

    You have to be an administrator on your SharePoint Online website to perform the tasks in this lab, e.g., creating and publishing a SharePoint Designer workflow to the SharePoint Online site.

    You will also need an account that is a member of the Approvers group in order to approve workflow items.

Task 3 – Upload Prerequisite Solutions

In this task, you will prepare for the lab by uploading a solution both locally and to SharePoint Online that will create the list you need for the rest of the tasks in this lab.

1. Launch Internet Explorer and navigate to your top-level SharePoint site, for example, https://intranet.contoso.com.
2. Click SiteActions >> Site Settings.

3. Under Galleries, click on the Solutions link to view the site collection’s SolutionGallery.

4. Click on the Solutions tab in the ribbon to view the Upload Solution button.

5. Click the Upload Solution button.
6. Browse to C:\%Office365TrainingKit%\Labs\3.1\Source\After\Visual Studio\Workflow.Setup.wsp and click Open and OK.

7. In the Solution Gallery – Activate Solution dialog, click the Activate button on the Ribbon to activate the solution.

   Note:

   Activating the solution will close the dialog automatically.

8. Browse to the Lab03 site.
9. Click Site Actions >> Site Settings and under the Site Actions group choose Manage Site Features.
10. Activate the Workflow.Setup Feature1 feature.
11. The Non-Standard Business Purchase Requests list should now be visible in the Quick Launch.
12. Upload the same solution to SharePoint Online by navigating to your top-level SharePoint Online site, e.g., https://contoso.sharepoint.com and performing steps 2-11.