A
AAM (Alternate Access Mapping), settings, 694-695
Access 2007
exporting list information to databases, 381-382
input request emails, 382-383
linking list information to databases, 380
reporting tools, 385
SharePoint 2007 lists, creating 385
Access view (document library), 272
Actions menu (document libraries), 174
Alert Me option, 178
Connect to Outlook option, 176, 370-371
Export to Spreadsheet option, 177
Open with Windows Explorer option, 176
View in Datasheet option, 176
View RSSFeed option, 177
active/active clustering, 59
active/passive clustering, 59
AD (Active Directory)
linking Exchange Server 2007 to forest, 640-641
Office Communications Server 2007
domain preparation, 659
installation, 655-658
preparing forest, 658-659
Add Digital Signatures option (Word 2007, Prepare menu), 345
administration, SharePoint 2007
administrative access, Run As command, 523-524
administrator passwords, changing, 592
backup and restoration, 32-33
best practices analyzer, 33-34
ISA Server 2006, 35
MOM, 34
administrative tools
Central Admin tool, 481
application management, 493-503
Backup and Restore category, 490
content deployment, 492-493
Data Configuration category, 492
Global Configuration category, 487-489
Logging and Reporting category, 484-486
Security Configuration category, 484
Topology and Services category, 482
Upgrade and Migration category, 486-487
Internet Information Services (IIS) Manager, 516
Office Communications 2007, 670
adding users, 671
client component, 674-675
components, 671
configuring users, 671
instant messenger filter, 673
server settings, 673
Shared Services Administration page, 504
audiences, 510
Business Data Catalog, 512-513
Excel Services settings, 510-512
search settings, 507
usage reporting, 507
user profiles, 504-507
Site Settings Administration tool, 469-470
Galleries category, 474
Look and Feel category, 472
Site Administration category, 476
Site Collection category, 478-479
users and permissions, 470-471
SQL Server Management Studio, 516
STSADM tool, 514-515
adoption processes (reviewing previous SharePoint implementations), user environment design process, 107
Advanced Document Properties option (Word 2007), 341
advanced migration strategies, SharePoint 2003 to 2007, 149-150
split migration paths, 165
staging server setup, 163
standby server upgrade, 165
STSADM command-line tool, 163-164
Advanced option (InfoPath Form Options window), 751
Alert Definitions dialog box, 709
Alert Me option
Actions menu, 178
Edit menu, 194
Shared Workspace task pane (Word 2003), 339
alerts
search-based alerts, SharePoint Server 2007 for Search, 455
Alerts Properties dialog, 710
All Documents view (View menu), 180
Analysis Services, SQL Server database, 45
Announcements lists, 11, 204-205
applications
Central Admin tool management, 493
external service connections, 501-503
InfoPath Forms Services, 499
search settings, 497
security, 501
shared services, 500
site management, 496-497
web application, 493-496
workflow management, 503
filtering need, 682-683
information access issues, 73
integration, corporate intranet, 77
managing, SharePoint Services design process, 91-94
Web, 43
Approval workflow template (SharePoint Server), 717
architecture
design components, 46
farm, 46
server role placement, 47
SSP (Shared Services Providers), 46-47
SQL Server database
component basics, 45-46
version selection, 44-45
upgrades (user environment design process), 108-109
archiving event logs, maintenance schedules, 589
ASP.NET web parts, application information access issues, 73
aspx pages, excluding from indexing, 440
asymmetrical encryption. See Private Key encryption
attachments, email changes, 72
audiences
Shared Services Administration, 510
targeting, document library settings, 251-253
auditing
server security, file access, 537-538
site collections, Records Center, 401-402
SQL Server 2005, installation security, 531-532
auditing tools, content management, 23
authentication
Kerberos, 131
PKI via smartcards, 557
Authoritative pages, SharePoint Server 2007 for Search, 459
Authorize Group dialog, 660
Autodiscover services, 642
Automatic Updates Client (WSUS), 539
automating backups, STSADM command-line backup utility, 610-618
Availability services, 642
B
Backup and Restore category, Central Admin tool, 490
backups, 595
automating, 610-618
Central Admin Tool, 596, 600-604
example of, 625
maintenance schedules, daily tasks, 585
Recycle Bin, 596-600
SharePoint 2007 administration, 32-33
Site Backup tool, workflows, 739
STSADM command-line backup utility, 596
automating backups via custom scripts, 610-618
scheduling custom scripts via Windows Scheduler, 618-619
site collection backups, 608
validating, monthly maintenance tasks, 590
base columns, 234
Best Practices Analyzer, 33-34
BI (Business Intelligence)
Excel Services, 766-767
filter web parts, 771-774
KPI, 768-771
BITS (Background Intelligent Transfer Service), 539
BizTalk Server 2006, portal deployment, 69
blank sites, creating, 303
blog sites, creating, 306-308
blogs, SharePoint collaboration, 16
Browser option (InfoPath Form Options window), 748
Business Data Catalog
Shared Services Administration, 512-513
Business Intelligence. See BI (Business Intelligence)
business issues
application information access, 73
content organization, 72-73
document collaboration, 71
email attachment changes, 72
excessive email traffic, 74
multiple searches, 70-71
recreating documents, 70
business needs, SharePoint 2007, 6-7
collaborative structure, 13-14
data list organization, 9-12
document library, 7-9
Personal Sites, 15
business processes, BizTalk Server 2006, 69
C
CA (certificate authority), SSL encryption
internal, 688-692
third-party, 686-688
cache profiles, 423-425
calculation servers, Excel, 42
Calendar lists, 210-212
calendars
collaboration, 16
columns, 234
Outlook 2007 connections, 378
CAS (Client Access Server)
Exchange Server 2007 planning, 642-643
cells, defining (Excel 2007), 353
Central Admin Tool, 481, 596, 600
application management
external service connections, 501-503
InfoPath Forms Services, 499
search settings, 497
security, 501
shared services, 500
site management, 496-497
web application, 493-496
workflow management, 503
Backup and Restore category, 490
backups, 600-602
content deployment, 492-493
Data Configuration category, 492
Global Configuration category, 487-489
Logging and Reporting category, 484-486
restores, 602-604
Security Configuration category, 484
Topology and Services category, 482
Upgrade and Migration category, 486-487
Certificate Services (Windows Server 2003), 555-556
certificates
Office Communications 2007 configuration, 667-668
PKI (Public Key Infrastructure), 685
SSL
encryption, 686-692
exporting/importing, 696-698
installation, 695-696
Check Out option (Word 2007, Server menu), 346
check-in/out process (Edit menu), 186
basic check-out process, 187
discarding check-outs, 190
local drafts check-out process, 188-189
overriding check outs, 190
Choice filter, 314
Client Access Server. See CAS
client components, Office Communications Server 2007, 674-675
CLIENT2 (IPsec Security Monitor), 562
cluster resources, 60
clustering
scalability, 57-61
Windows 2003 and SQL Server 2005, 62-64
CMS (Content Management Server) 2002, tools of, 408-410
collaboration
Exchange Server 2007, 69-70
Microsoft Office, 69
organizational structure, 13-14
SharePoint 2007, 15-19
team sites, 74-75
users, 6
Collaboration tab
options list, 284
site creation, 303-308
Collect Feedback workflow template (SharePoint Server), 717
Collect Signatures workflow template (SharePoint Server), 717
collections (sites), creating, 284-285
Column Ordering link, document libraries, 268
columns
document libraries, 262-268
site libraries, 232-235
command-line, administering using STSADM tool, 514-515
communications
document library
incoming email, 257-258
RSS, 258-262
Exchange Server 2007, 69-70
intranet deployment, 76
RTC (real-time communications)
configuring presence, 650-652
Live Communications Server 2005, 675-676
Office Communications Server 2007 adminstration, 671-673
Office Communications Server 2007 client component, 674-675
Office Communications Server 2007 installation, 655-670
UC (unified communications), 652-655
team collaboration sites, 74
Compare option (Word 2007, Server menu), 346
Compatibility option (InfoPath Form Options window), 751
Complete the Wizard page (Maintenance Plan Wizard), 582
Component Service Account dialog, 664
components, 39
architecture, 46
farm, 46
server role placement, 47
SSP (Shared Services Providers), 46-47
content databases, 43
Database server, 42
Excel calculation server, 42
Index server, 42
managed paths, 43
nested infrastructure hierarchy, 40-41
portal deployment, 68
root site, 43
scalability, 56-57
Search server, 42
server farm, 41
SharePoint installation prerequisites, 117-118
SharePoint site, 43
site collections, 43
site content, 44
SQL Server database, 45-46
SSP (Shared Services Providers), 41-42
Web applications, 43
Web server, 42
conditional formatting, forms, 757
configurations
document libraries, 244
advanced settings, 248-249
audience targeting, 251-253
best practices, 246
communications, 257-262
item scheduling, 249
privileges, 253-257
versioning, 246-248
libraries, 227-230
lists, 230-232
Configure InfoPath Forms Services (Forms Server), 764
Connect to a Server Farm dialog, 159
Connect to Outlook option (Actions menu), 176
connections, ISA Server 2006 verification, 711-712
Connectivity Verification Details dialog, 712
contacts
columns, 234
management, 654
content
customer extranet use, 80
databases, 43
management, SharePoint 2007, 22-23
organization, 72-73
content types
document libraries, categorizing, 403-405
creating, 237-239
modifying, 239-240
uses, 236-237
lists, 231
route content types, modifying Record Routing lists, 406
Copy Shortcut command (Outlook 2007), 372
copy-only backups, SQL databases, 621
corporations, intranet deployment, 76-79
crawl logs, SharePoint Server 2007 for Search, 451
Create Document Workspace option (Edit menu), 186
Create page, site creation
Collaboration tab, 303-308
Enterprise tab, 310-322
Publishing tab, 323
Create Table window (Excel 2007), exporting tables to SharePoint lists, 356
Create View option (View menu), 181
CSS (Cascading Style Sheets), web content management, 409
Current User Filter (filter web parts), 774
Custom lists, 220
Custom Send To Destination, document library settings, 248-249
customers, extranet deployment, 79-82
customizing
libraries
Column Ordering link, 268
columns, 262-268
creating veiws, 269-272
indexing column, 268
lists, 273-276
workflows, SharePoint Server, 724-726, 729
D
daily tasks (maintenance schedules), 585-588
dashboards
customization, 707
Report Center sample, 774
Data Configuration category, Central Admin tool, 492
Data Connection libraries, 200
data lists, organization, 9-12
data validation (forms), InfoPath, 758
Database Engine components, SQL Server database, 45
Database servers, 42
databases
content, 43
mirroring, SQL Server scalability, 64-65
platform installation, 122
IIS Admin tool server installation, 123
SQL Server architecture, 44-46
Datasheet view, 351-352
Custom lists, 220
document library, 272
Define CleanupHistory Task page (Maintenance Plan Wizard), 581
Define Database Check Integrity Task page (Maintenance Plan Wizard), 579
Define Rebuild Index Task page (Maintenance Plan Wizard), 580
Define Reorganize Index Task page (Maintenance Plan Wizard), 580
Define Update Statistics Task page (Maintenance Plan Wizard), 581
Delayed or Immediate Request dialog, 686
Delete Items in the Recycle Bin setting (Recycle Bin), 600
Delete option (Edit menu), 184
deleting site collections, STSADM command-line backup utility, 609
deployment
customer extranet, 79-82
Exchange Server 2007 scenario, 644-645
farms
large, 50-51
mid-sized, 49-50
small, 48-49
intranets
business needs, 76-77
implementation, 77-78
uses, 78-79
portals
BizTalk Server 2006, 69
components, 68
Exchange Server 2007, 69-70
Microsoft Office collaboration, 69
single-server, 47-48
team collaboration sites, 74-75
design components, 39
architecture, 46-47
content databases, 43
Database server, 42
Excel calculation server, 42
Index server, 42
managed paths, 43
nested infrastructure hierarchy, 40-41
root site, 43
Search server, 42
server farm, 41
SharePoint site, 43
site collections, 43
site content, 44
SSP (Shared Services Providers), 41-42
Web applications, 43
Web server, 42
Designer (SharePoint)
restores, 606-607
SharePoint sites, editing, 740-741
styles, applying new styles in, 740
workflows
adding web part zones, 741
editing in, 737-742
executing in, 736
site management tools, 738-739
Site Summary reports, 739
standard actions, 731
standard conditions, 731
standard operands, 731
designing
Desktop configuration, 104-105
SharePoint Server environments
customizing Site Directory, 101
Enterprise Edition decisions, 98-101
groups/security, 97
My Sites design, 103
site template selection, 96-97
SharePoint Services environments, 88
groups/security, 94-95
site collection options, 89-94
user environment
Desktop configuration, 104-105
documentation, 87
identifying key users, 87
Microsoft Office product integration, 106-107
prioritizing goals, 86-87
reviewing previous implementations, 107-110
SharePoint Server, 96-103
SharePoint Services, 88-95
Desktop configuration design process, 104-105
Destination section (SQL Server Management Studio), SQL database backups, 623
differential backups, SQL databases, 621
differential partial backups, SQL databases, 621
Digital Signatures option (InfoPath Form Options window), 750
directories
creating, 315-320
finding site information, 21
Directory Management Service, enabling email, 635
discarding check-outs (Edit menu), 190
Discussion Board lists, 12, 207-208
Discussion Board Settings, 636
disk space, checking (maintenance schedules), 588-589
Disposition Approval workflow template (SharePoint Server), 717
division options (site directories), 319-320
docm files, opening/viewing in Word 2003, 337-338
document center sites, creating, 310-311
Document Information tab (Shared Workspace task pane), 340
document libraries, 7-9, 170-171, 635
Actions menu, 174
Alert Me option, 178
Connect to Outlook option, 176
Export to Spreadsheet option, 177
Open with Windows Explorer option, 176
View in Datasheet option, 176
View RSSFeed option, 177
categorizing via content types, Records Center, 403, 405
customizing
Column Ordering link, 268
columns, 262-268
creating views, 269-272
indexing column, 268
Edit menu
Alert Me option, 194
check-in/out process, 186-190
Create Document Workspace option, 186
Delete option, 184
Download a Copy option, 186
Edit in Microsoft Office Application option, 184
Edit Properties option, 182
Email a Link option, 186
Manage Permissions option, 182-184
Other Location option, 184-185
overriding check-outs, 190
Send To option, 184
versioning, 191
View Properties option, 181
workflows, 192
enabled email, 635-636
Hold Reports, 399
management, 276-280
Missing Properties, 399
New menu, 173
planning, 226
configurations, 227-230
content types, 235-240
site columns, 232-235
Quick Launch menu changes, 171
Records Pending Submission, 399
selection, 226-227
setting configurations, 244
advanced settings, 248-249
audience targeting, 251-253
best practices, 246
communications, 257-262
item scheduling, 249
privileges, 253-257
versioning, 246-248
Settings menu, 180
SharePoint Server
customizing workflows, 724-726, 729
predefined workflows, 717
types of, 194
Unclassified Records, 399
Upload menu, 173
View menu, 180-181
Document Management Information option (Word 2007, Server menu), 348
Document Management task pane (Word 2007), 342
Document Properties option (Word 2007), 341
document workspaces, 297-299
documentation
updating, monthly maintenance tasks, 591
user environment design, 87
documents
better control, 6
columns, 234
conversion, SharePoint Server, 427-428
recreating, 70
team collaboration sites, 75
Documents tab (Shared Workspace task pane), 339
docx files, opening/viewing in Word 2003, 337-338
Download a Copy option (Edit menu), 186
drivers, SharePoint 2007, 6-7
collaborative structure, 13-14
data list organization, 9-12
document libraries, 7-9
Personal Sites, 15
drizzling, 539
Dublin Core metadata element sets, 238
E
ECS (Excel Calculation Services), 359
Edge Server roles, Exchange Server 2007, 642
Edge Transport roles, Exchange Server 2007 planning, 643
Edge Transport Server roles, 639
Edit Excel Services settings (Excel Services, Shared Services Administration), 359
Edit Filter dialog, 706
Edit in Microsoft Office Application option (Edit menu), 184
Edit menu
document libraries
Alert Me option, 194
check-in/out process, 186-190
Create Document Workspace option, 186
Delete option, 184
Download a Copy option, 186
Edit in Microsoft Office Application option, 184
Edit Properties option, 182
Email a Link option, 186
Manage Permissions option, 182, 184
Other Location option, 184-185
Send To option, 184
versioning, 191
View Properties option, 181
workflows, 192
Excel 2007, 352
Edit Properties option (Edit menu), 182
EFS (Encrypting File System), 557
acceptance into content, 19
Access 2007 input requests, 382-383
as records, Records Center, 407
attachment changes, 72
document libraries, 257-258, 635-636
enabling
configuring server role, 633-635
Directory Management Service, 635
SMTP Server Service installation, 632
excessive traffic issues, 74
Exchange Server 2007
server roles, 639-640
significant changes, 638-639
Email a Link option (Edit menu), 186
Email Attachments option (InfoPath Form Options window), 750
Encrypt Document option (Word 2007, Prepare menu), 345
encryption
EFS (Windows Server 2003), 557
IPsec
functionality of, 558
NAT-T, 559
policy establishment, 561-562
principles of, 558
Security Monitor, 560
server configuration, 560
verifying functionality via Event Viewer, 563-564
Private Key encryption, 554
Public Key encryption, 554
SSL, 684-685
forced encryption, 692
internal certificate authority, 688-692
third-party certificate authority, 686-688
transport-level security, 551
end user/functional design documents (user environment design process), 87
Enterprise Edition (SharePoint Server), design process decisions, 98-101
enterprise root CA, 689
enterprise subordinate CA, 689
Enterprise tab
options list, 284-285
Records Center creation, 399
site creation
document center sites, 310-311
personalization sites, 312-314
records center sites, 312
report center sites, 320
search center sites, 321-322
site directories, 315-320
event logs, archiving, 589
Event Viewer
filtering events, 588
IPsec, verifying functionality, 563-564
monitoring, maintenance schedules, 586-588
EWA (Excel Web Access), 359-361
EWS (Excel Web Services), 359, 362
Excel 2003
accessing Excel 2007 documents, 349
Datasheet view, 351-352
file format conversions, 348
Web Browser feature, viewing, 350-351
Excel 2007, 348
accessing files in Excel 2003, 349
calculation server, 42
cells, defining, 353
Create Table window, exporting tables to SharePoint lists, 356
Edit menu, 352
Excel 2003 file format conversions, 348
SharePoint 2007 and Office 2007 integration, 31
tables
exporting to SharePoint lists, 356
importing from SharePoint lists, 358
web browsers, publishing to, 353-355
Excel Services, 766-767
ECS (Excel Calculation Services), 359
EWA (Excel Web Access), 359-361
EWS (Excel Web Services), 359
unsupported services, 363-364
Web Browser view supported services, 362
loading workbooks in, 362
Shared Services Administration settings, 359-360, 510-512
Excel Viewer program, 337
Exchange Server 2007, 638
environment planning
CAS (Client Access Server), 642-643
Edge Transport role, 643
Hub Transport role, 643-644
linking to Active Directory forest, 640-641
Mailbox Server role, 641-642
sample deployment scenario, 644-645
Unified Messaging role, 644
portal deployment, 69-70
server roles, 639-640
SharePoint integration, 646-647
significant changes, 638-639
SMTP Server Service installation, 632
Explorer view (View menu), 180
Export to Spreadsheet option (Actions menu), 177
exporting
Excel 2007 tables to SharePoint lists, 356
list information to Access 2007 databases, 381-382
External User Access Configuration dialog, 665
externals services, Central Admin tool, 501-503
extranet customers
business needs, 79-81
implementation, 81
uses, 81-82
F
failover, 58
Farm Administrators:SharePoint Service design process, 94
farms, 41
deployment
large, 50-51
mid-sized, 49-50
small, 48-49
designing, 46
scalability
defining server components, 66-67
shared services, 67-68
security, WSUS, 538-539
SharePoint 2007 installation, 137-138
FBA (forms-based authentication), 699
Federation dialog, 670
Field Controls (publishing sites), editing content, 413-414
file backups, SQL databases, 621
file extensions
docm, 337-338
docx, 337-338
xslx, 336
file formats, Open Office XML, 336
file group backups, SQL databases, 621
file systems, maintaining integrity, 590
FileFormatConverters.exe, 337
filter web parts, 771-774
filters
Business Data Catalog filter, 314
Choice filter, 314
Date filter, 314
document library settings, 252-253
ISA traffic logs, 706-707
Page Field filter, 314
property filters, SharePoint Server 2007 for Search, 443
Query String (URL) filter, 315
SharePoint List filter, 315
SQL Server 2005 Analysis Services filter, 315
Text filter, 315
Find All command (Outlook 2007), 373
firewalls, critical role in infrastructure, 681-682
Form libraries, 195
Form Options window (InfoPath)
Advanced option, 751
Browser option, 748
Compatibility option, 751
Digital Signatures option, 750
Email Attachments option, 750
Offline option, 750
Open and Save option, 749
Preview option, 750
Programming option, 750
Property Promotion option, 750
Security and Trust option, 750
Versioning option, 751
forms
digital signatures, 750
Forms Server, 762
functionality configuration options, 764
publishing to, 764-765
InfoPath
conditional formatting, 757
creating in, 746-747
data validation, 758
design basics, 748-751
external data source connections, 760-762
publishing forms to SharePoint, 753-754
Rules, Programming, and Logic Inspector, 759-760
template file components, 747
libraries, creating, 752
SharePoint, creating form libraries, 752
Forms Server, 762-765
Forward command (Outlook 2007), 372
full backups, SQL databases, 621
full-text indexing, recreating documents solution, 70
functional design/end user design documents (user environment design process), 87
G - H
galleries, 330-331
Galleries category, Site Settings Administration tool, 474
Gantt charts, creating in Visio 2007, 389
Gantt view, document library, 272
Geographical Information dialog, 687
Global Configuration category, Central Admin tool, 487, 489
goals, prioritizing (user environment design process), 86-87
gradual upgrades, SharePoint 2003 to 2007 migration, 148, 158-162
Group Policy, WSUS client configuration, 545
groups/security
SharePoint Server design process, 97
SharePoint Services design process, 94-95
hardware, SharePoint installation prerequisites, 116
heartbeats, 60
hierarchy trees, sites, 20-21
Hold Reports document library, 399
Holds lists, 399
host headers, isolation (security), 520
HTTP (Hypertext Transfer Protocol), Internet exploits, 684
Hub Transport Server roles, 640, 643-644
IFilters (SharePoint Server 2007 for Search), 463, 465
IIS (Internet Information Services)
configuration, 662-663
Internet Information Services (IIS) Manager, 516
virtual servers, 56-57
IIS Admin tool, installation on server, 123
IM (instant messaging), 653-654, 673
implementation
corporate intranet, 77-78
customer extranet, 81
implementation plans (user environment design process), 88
Import Spreadsheet lists, 12, 222
importing Excel 2007 tables from SharePoint lists, 358
in-place upgrades, SharePoint 2003 to 2007 migration, 148
.NET Framework 3.0 installation, 150-151
Pre-Upgrade Scan tool, 151-153
resetting unghosted site formatting, 157
upgrade process, 153-155
Incoming Email Settings dialog, 633
Index servers, 42
indexing
aspx pages, excluding from, Search Service (SharePoint Services 3.0), 440
document library columns, 268
rebuilding indexes, Search Service (SharePoint Services 3.0), 441-442
recreating documents solution, 70
SharePoint 2007
creating search scopes, 25-26
improved capabilities, 24-25
InfoPath
Form Options window, 748-751
forms
conditional formatting, 757
creating, 746-747
data validation, 758
design basics, 748-751
external data source connections, 760-762
publishing forms to SharePoint, 753-754
Rules, Programming, and Logic Inspector, 759-760
template file components, 747
Rules, Programming, and Logic Inspector, 759-760
InfoPath Forms Services, Central Admin tool, 499
information rights management. See IRM
infrastructure
administrative tools
Central Admin tool, 481-503
Internet Information Services (IIS) Manager, 516
Shared Services Administration page, 504-507, 510-513
Site Settings Administration tool, 469-479
SQL Server Management Studio, 516
STSADM tool, 514-515
architecture, 46-47
content databases, 43
Database server, 42
Excel calculation server, 42
hierarchy, 40-41
Index server, 42
managed paths, 43
root site, 43
Search server, 42
server farm, 41
SharePoint site, 43
site collections, 43
site content, 44
SSP (Shared Services Providers), 41-42
Web applications, 43
Web server, 42
input request emails, Access 2007, 382-383
Inspect Document option (Word 2007, Prepare menu), 345
installation
database platform, 122
IIS Admin tool server installation, 123
Office Communications Server 2007
Active Directory integration, 655-658
Administrative tools, 670
certificate configuration, 667-668
configuring server, 664-665
domain preparation, 659
IIS server configuration, 662-663
preparing Active Directory forest, 658-659
server deployment, 663-664
server validation, 669-670
services, 669
setup and administrative privileges, 660-662
operating system installation
updates and patches, 120-122
Windows Server 2003, 118-120
prerequisitives
base components, 117-118
hardware levels, 116
software requirements, 116-117
SharePoint Server 2007
.NET Framework 3.0, 129
farm shared services configuration, 137-138
MOSS 2007 package, 130-134
prerequisites, 128
services configuration, 134-136
single site collection, 139
web application creation, 136-137
SSL certificate, 695-696
WSS, 141-143
instant messaging. See IM
integration
applications, corporate intranet, 77
Exchange Server 2007, 646-647
SharePoint 2007 with Office 2007, 29-31
Integration Services, SQL Server databases, 45
internal certificate authority, SSL encryption, 688-692
Internal Publishing Details dialog, 700
Internet
SSL encryption, 685
forced encryption, 692
internal certificate authority, 688-692
third-party certificate authority, 686-688
traffic risks, 683-685
Internet Explorer 7, RSS feed subscriptions, 374
Internet Information Services. See IIS
Internet Security and Acceleration Server 2006. See ISA Server 2006
IPsec (IPSecurity), 558
functionality of, 558, 563-564
L2TP, 553
NAT-T, 559
policy establishment, 561-562
principles of, 558
Security Monitor, 560
server configuration, 560
IRM (information rights management), 22
ISA Dashboard customization, 707
ISA Server 2006
basics, 680
monitoring
alerts, 708-710
connectivity verification, 711-712
Dashboard customization, 707
services activity, 710-711
securing sites, 693
exporting/importing SSL certificate, 696-698
generating publishing rule, 699-704
setting Alternate Access Mapping (AAM), 694-695
SSL certificate installation, 695-696
SharePoint administration, 35
SharePoint need, 680
application-layer filtering, 682-683
firewall role, 681-682
security breach cost, 681
SSL encryption, 685
forced encryption, 692
third-party certificate authority, 686-692
traffic logging, 705-707
web traffic risks, 683-685
isolation (security), 520-521
Issue Tracking lists, 215
J - K - L
joint projects, customer extranet, 80
Kerberos
authentication, 131
PKIintegration, 557
KPI (Key Performance Indicators), 10, 768
creating, disk space status information, 768
L2TP (Layer 2 Tunneling Protocol), 553
Languages and Translators lists, 220
Launcher Service Settings dialog box, 135
layouts (page), creating for publishing sites, 421-422
LCS (Live Communication Server), 653, 675-676
libraries
creating, 241
document libraries, 242-243
options, 243-244
customizing
Column Ordering link, 268
columns, 262-268
creating views, 269-272
indexing column, 268
Data Connection libraries, 200
document collaboration, 71
document libraries, 170, 242-243
Actions menu, 174-178
categorizing via content types, Records Center, 403-405
configuring, 244-253
creating via Records Center, 406
customizing workflows, 724-726, 729
Hold Reports, 399
Missing Properties, 399
New menu, 173
predefined workflows, 717
Quick Launch menu changes, 171
Records Pending Submission, 399
Settings menu, 180
types of, 194
Unclassified Records, 399
Upload menu, 173
View menu, 180-181
workflows, 192
management, 276-280
naming conventions, 227
page libraries, 412
Picture libraries, 198-199
planning, 226
configurations, 227-230
content types, 235-240
site coumns, 232-235
Report libraries, 200
RSS feed subscriptions, 373-374
selection, 226-227
setting configurations
communications, 257-262
document library, 244-253
privileges, 253-257
slide libraries, 201-202
templates, 228
Translation Management libraries, 200
Wiki Page libraries, 195-196
License Agreement dialog, 129
linking
list information to Access 2007 databases, 380
SharePoint data to shapes (Visio 2007), 387
List Template Gallery, 255
lists, 202
Announcement lists, 204-205
Calendar lists, 210-212
Contacts lists, 206-207
content types, 231
creating, 272-273
Custom lists, 220
customizing, 273-276
Discussion Board lists, 207-208
enabled email, 636-638
Excel 2007, importing/exporting tables from, 356-358
exporting information to Access 2007 databases, 381-382
Holds, 399
Import Spreadsheet lists, 222
isolation (security), 520
Issue Tracking lists, 215
KPI lists, 220
Languages and Translators lists, 220
linking information to Access 2007 databases, 380
Links, 399
Links lists, 208-209
management, 276-280
naming conventions, 231
Project Tasks lists, 214
Records Center, 399
Reusable Content lists, 416
RSS feed subscriptions, 373-374
selection, 226-227
SharePoint 2007 lists, creating in Access 2007, 385
Submitted Email Records lists, 400
Survey lists, 216-219
Tasks lists, 212-214, 390-391, 400
templates, 231
types of, 203
Live Communications Server. See LCS (Live Communications Server)
local drafts check-out process (Edit menu), 188-189
Logging and Reporting category, Central Admin tool, 484-486
logins, restricting access, 522
logs
crawl logs, SharePoint Server 2007 for Search, 451
installation security, SQL Server 2005, 531-532
shipping, SQL Server scalability, 62
traffic logs, ISA Server 2006
customizing filters, 706-707
monitoring, 705-706
Look and Feel category, Site Settings Administration tool, 472
M
Mailbox Server roles, 640-642
Main Service Account dialog, 663
Maintenance Plan Wizard, 577-582
maintenance plans, SQL Server, 576
Maintenance Plan Wizard, 577-582
viewing in, 583-584
maintenance schedules
daily tasks, 585-588
monthly tasks, 590-591
quarterly tasks, 591-592
weekly tasks, 588-589
Manage Data Connection Files (Forms Server), 764
Manage Form Templates (Forms Server), 764
Manage Permissions option (Edit menu), 182-184
Manage the Web Service Proxy (Forms Server), 764
managed paths, 43
management
SharePoint 2007 content, 22-23
Management Packs, MOSS, 571-572
Mark as Final option (Word 2007, Prepare menu), 345
Mark as Unread command (Outlook 2007), 372
master pages, publishing sites
choosing for, 416-417
creating for, 421
modifying for, 417-420
MBSA (Microsoft Baseline Security Analyzer), 547-549
meeting workspaces, 299-301
Meetings tab, options list, 284
Message Options command (Outlook 2007), 373
metadata
content organization, 72
Dublin Core element set, 238
property mappings, SharePoint Server 2007 for Search, 453-455
Microsoft Cluster Service. See MSCS
Microsoft Office SharePoint Server. See MOSS
Microsoft Operations Manager. See MOM
Microsoft Update, 120-122
migration
Central Admin tool, 486-487
SharePoint 2003 to 2007
advanced scenarios, 149-150, 163-165
gradual approach, 148, 158-162
in-place upgrade approach, 148-157
prototype test environment, 147
readiness assessment, 146-147
SQL database upgrade, 148
strategy formulation, 145-146
supported scenarios, 146
MIS (Mobile Information Server), 653
Missing Properties document library, 399
Mixed Mode Authentication. See SQL Server Authentication mode
MMC (Microsoft Management Console), 568
mobile pages, 328
Modify this View option (View menu), 181
MOM (Microsoft Operations Manager), 570
functionality of, 571
Management Packs, 572
manual agent installations, 573-575
monitoring SharePoint functionality/performance, 575
SharePoint 2007 administration, 34
monitoring
ISA Server 2006
alerts, 708-710
connectivity verification, 711-712
Dashboard customization, 707
services activity, 710-711
ISA traffic logs, 705-706
monthly tasks (maintenance schedules), 590-591
MOSS (Micosoft Office SharePoint Server), 115
key features, 27-28
Management Packs, 571-572
SharePoint 2007 installation, 130-134
MSCS (Microsoft Cluster Service), 58-61
multi-layered security, 551
My Sites
design process, 103
setting configuration, 504-507
N - O
naming conventions
libraries, 227
lists, 231
NAT-T (Network Address Translation-Traversal), IPsec, 559
navigation, SharePoint 2007, 20-21
.NET Framework
in-place SharePoint 2003 to 2007 migration, 150-151
SharePoint 2007 installation, 129
network isolation (security), 521
New menu (document libraries), 173
NLB (Network Load Balancing), 47, 57, 61
Notification Services, SQL Server databases, 46
NTFS (NTFile System), server security, 536
OC (Office Communicator), 655
OCS (Office Communications Server), 653-655
administering environment
adding users, 671
components, 671
configuring users, 671
instant messenger filter, 673
server settings, 673
client component, 674-675
installation
Active Directory integration, 655-658
Administrative tools, 670
certificate configuration, 667-668
configuring server, 664-665
domain preparation, 659
IIS server configuration, 662-663
preparing Active Directory forest, 658-659
server deployment, 663-664
server validation, 669-670
services, 669
setup and administrative privileges, 660-662
Office 2007
backwards compatibility, 336
Excel 2007
accessing files in Excel 2003, 349
Create Table window, 356
defining cells, 353
Edit menu, 352
exporting tables to SharePoint lists, 356
file format conversions, 348
importing tables from SharePoint lists, 358
integration with SharePoint 2007, 31
Open Snapshot option, 355
publishing to web browsers, 353-355
Open Office XML file format, 336
Outlook 2007, SharePoint 2007 integration with, 29, 654
SharePoint 2007, integration with, 106-107
SharePoint Designer 2007, integration with, 31
Word 2003, 336
mixed Word environments, 337
opening/viewing docm files, 337-338
opening/viewing docx files, 337-338
Shared Workspace task pane, 339-340
Word 2007, 336
Advanced Document Properties option, 341
Document Management task pane, 342
Document Properties option, 341
Inspect Document menu, 345
integration with SharePoint 2007, 30
mixed Word environments, 337
Prepare menu, 345
publishing files, 342-344
saving files, 342-344
Server menu, 346-348
Office Compatibility Pack
Excel 2003, file format conversion, 348
mixed Word environments, file handling in, 337
Office SharePoint Server 2007, 26-27
Office SharePoint Server for Search 2007, 27
Office SharePoint Server Search (SharePoint Server 2007 for Search), 444
Offline option (InfoPath Form Options window), 750
OneNote 2007, 392
Open and Save option (InfoPath Form Options window), 749
Open command (Outlook 2007), 372
Open Snapshot option (Excel 2007, Web Browser view), 355
Open with Windows Explorer option (Actions menu), 176
operations, Central Admin tool, 481
Backup and Restore category, 490
content deployment, 492-493
Data Configuration category, 492
Global Configuration category, 487-489
Logging and Reporting category, 484-486
Security Configuration category, 484
Topology and Services category, 482
Upgrade and Migration category, 486-487
Options page (WSUS), 542
organization, document content, 72-73
OS (operating systems), server installation
updates and patches, 120-122
Windows Server 2003, 118-120
Other Location option (Edit menu), 184-185
Outlook 2007, 367-368
calendar connections, 378
Connect to Outlook option (SharePoint, Actions menu), 370-371
Copy Shortcut command, 372
Find All command, 373
Forward command, 372
Mark as Unread command, 372
Message Options command, 373
Open command, 372
Print command, 372
Remove from Offline Copy command, 373
Reply command, 372
RSS feed subscriptions, 373-377
Send/Receive settings, 378
SharePoint 2007 integration, 29, 654
task connections, 377
overriding check-outs (Edit menu), 190
Overwrite media section (SQL Server Management Studio), SQL database backups, 623
OWA (Outlook Web Access), Exchange Server 2007 integration, 646
P
Page menu (SharePoint Server), 412
pages
basic pages, creating, 293
creating, 285-287
layouts
columns, 234
publishing sites, creating for, 421-422
libraries, 412
planning, 284-290
Web Part pages, creating, 294-296
partial backups, SQL databases, 621
passwords
Administrator passwords, changing, 592
SA accounts, 527-528
patches
operating system installation, 120-122
WSUS
approving for, 543
deploying via, 547
paths, managing, 43
performance, monitoring via MOM, 575
permissions
document library, 253
assignment, 256-257
templates, 254-255
page permissions, planning, 287-288
site permissions, planning, 287-288
Site Settings Administration tool, 470-471
workspace permissions, planning, 287-288
Personal Sites, 15
personalization sites, creating, 312-314
physical server security
isolation, 521
restricting
login access, 522
physical access, 521
Run As command for Administrative access, 523-524
smartcards, 524
Picture libraries, 198-199
PKI (Public Key Infrastructure), 554, 557, 685
planning lists and libraries, 226
configuration, 227-232
content types, 235-240
selection, 226-227
site columns, 232-235
creating, 6
deployment
BizTalk Server 2006, 69
components, 68
Exchange Server 2007, 69-70
Microsoft Office collaboration, 69
PowerPoint 2007, 391
PPTP (Point-To-Point Tunneling Protocol), 553
Pre-Upgrade Scan tool in-place SharePoint 2003 to 2007 migration, 151-153
Prepare menu (Word 2007), 345
prerequisites
SharePoint installation, 128
base components, 117-118
hardware levels, 116
software requirements, 116-117
WSS installation, 141
presence information, 17-19, 650-652
Preview option (InfoPath Form Options window), 750
Print command (Outlook 2007), 372
prioritizing goals (user environment design process), 86-87
Private Key encryption, 554
privileges, document library, 253-254
assignment, 256-257
templates, 254-255
products, SharePoint 2007, 26-27
programmatic tasks, SharePoint migration, 147
Programming option (InfoPath Form Options window), 750
Project 2007, 386
Project Tasks lists, 214
projects
customer extranet, 80
management, team collaboration sites, 75
Properties option (Word 2007, Prepare menu), 345
property filters, SharePoint Server 2007 for Search, 443
Property Promotion option (InfoPath Form Options window), 750
prototypes, SharePoint 2003 to 2007 migration, 147
public folders, Exchange Server 2007 integration, 647
Public Key encryption, 554
Public Key Infrastructure. See PKI (Public Key Infrastructure)
publishing
columns, 234
files, Word 2007, 342-344
forms to Forms Server, 764-765
InfoPath forms to SharePoint, 753-754
rules, ISA Server 2006, 699-704
sites, 410-411
Field Controls, editing content, 413-414
master pages, 416-421
page layouts, 421-422
page libraries, 412
templates, 410
Visio 2007 files to SharePoint, 388
web browsers, Excel 2007, 353-355
workbooks, Excel 2007, 355
Publishing tab
options list, 284-285
site creation, 323
Q - R
quarterly tasks (maintenance schedules), 591-592
Query String (URL) filter, 315, 773
Ready to Deploy dialog, 664
Ready to Install dialog, 126
real-time communications. See RTC
Really Simple Syndication. See RSS
Record Routing lists, 399, 406
Records Center
creating, 399
document libraries
categorization via content types, 403-405
creating, 406
Hold Reports, 399
Missing Properties, 399
Records Pending Submission, 399
Unclassified Records, 399
email content as records, 407
external service connections, 400-401
lists
Holds lists, 399
Links lists, 399
Record Routing lists, 399, 406
Records Center lists, 399
Submitted Email Records lists, 400
Tasks lists, 400
site collections
auditing, 401-402
policy creation, 403
Records Center lists, 399
records center sites, creating, 312
records management, 398
Records Centers
as external service connections, 400-401
creating, 399
document libraries, 403-406
email content as records, 407
Hold Reports, 399
Holds lists, 399
Links lists, 399
Missing Properties, 399
modifying Record Routing lists via route content types, 406
Record Routing lists, 399
Records Center lists, 399
Records Pending Submission, 399
site collections
auditing, 401-402
policy creation, 403
Submitted Email Records lists, 400
Tasks lists, 400
Unclassified Records, 399
Records Management Plans, 398
Retention Policies, 398
Records Pending Submission document library, 399
recovery, SQL databases, 624
Recycle Bin, 596-600
region options (site directories), 319-320
Reliability section (SQL Server Management Studio), SQL database backups, 624
remote access, ISA Server 2006
basics, 680
monitoring, 707-712
securing sites, 693-704
SharePoint need, 680-683
SSL encryption, 685-692
traffic logging, 705-707
web traffic risks, 683-685
Remote Control Add-on for Active Directory Users and Computers, 569
Remote Desktop for Administration, 568-569
remote management
MMC, 568
Remote Control Add-on for Active Directory Users and Computers, 569
Remote Desktop for Administration, 568-569
WSH, 568
Remove from Offline Copy command (Outlook 2007), 373
Reply command (Outlook 2007), 372
report center sites, creating, 320
Report Center, sample dashboards, 774
Report libraries, 200
Reporting Services, SQL Server databases, 45
reporting tools (Access 2007), 385
reports, 234
Search Usage Reports (SharePoint Server 2007 for Search), 460
security reports viewing in MBSA, 549
Site Summary reports, workflows, 739
workflow reports, accessing in SharePoint Server, 722
Reports to Generate page (Maintenance Plan Wizard), 582
Request File Summary dialog, 687
restoration, SharePoint 2007 administration, 32-33
restores, 595
Central Admin Tool, 596, 600-604
Recycle Bin, 596-600
SQL databases, 596
STSADM command-line backup utility, 596, 608
deleting site collections, 609
site collections, 610
Restrict Permission option (Word 2007, Prepare menu), 345
restricting
login access, 522
server access, physical access, 521
Retention Policies, 398
Reusable Content lists, 416
Review dialog, 132
reviewing previous SharePoint implementations (user environment design process)
adoption patterns, 107
planning architecture upgrades, 108-109
staffing support, 110-111
typical problems, 110
root sites, 43
route content types (Records Center), modifying Record Routing lists, 406
RSS (Really Simple Syndication) feeds, 8
document library communcations, 258-262
Internet Explorer 7, subscribing from, 374
libraries, subscribing from, 373-374
lists, subscribing from, 373-374
Outlook 2007, subscribing from, 373-377
RTC (real-time communications), 649
configuring presence, 650
site collection functionality, 652
web applications, 651
Live Communications Server 2005, 675-676
Office Communications Server 2007
administering environment, 671-673
client component, 674-675
installation, 655-670
UC (unified communications)
Office Communications Server 2007 Product Suite, 653-655
Office Communicator, 655
product history, 652-653
Rules, Programming, and Logic Inspector (InfoPath), 759-760
Run As command, administrative access, 523-524
Run Compatibility Checker option (Word 2007, Prepare menu), 345
SA accounts
SQL Server 2005 installation security, 527-528
strong passwords, 527-528
Save as Template page, 254
saving
files, Word 2007, 342-344
sites as templates, 326
scalability
capacity planning, 54-55
clustering, 57-61
components, 56-57
farms
defining server components, 66-67
shared services, 67-68
mapping system load, 54
planning content growth, 55-56
SQL Server, 61
clustering, 62-64
database mirroring, 64-65
high availability alternative, 65-66
log shipping, 62
Scheduler (Windows), scheduling backups, 618-619
scheduling
backups, 618-619
document library settings, 249
maintenance
daily tasks, 585-588
monthly tasks, 590-591
quarterly tasks, 591-592
weekly tasks, 588-589
Schema File Location dialog, 656
scopes, SharePoint Server 2007 for Search, 457-459
scripting, WSH, 568
search center sites, creating, 321-322
search pages (SharePoint Server 2007 for Search), modifying, 462-463
Search servers, 42
Search Service (SharePoint Services 3.0), 437
aspx pages, excluding from indexing, 440
rebuilding indexes, 441-442
search functionality comparisons, 436
testing functionality, 438-440
Search Usage Reports (SharePoint Server 2007 for Search), 460
searches
alerts, SharePoint Server 2007 for Search, 455
Central Admin tool, 497
centralized, 6
corporate intranet, 76
creating scopes, 25-26
customer extranet, 79
multiple, 70-71
settings, 507
SharePoint 2007
creating search scopes, 25-26
improved capabilities, 24-25
Second Stage Recycle Bin (Recycle Bin), 600
Secure Sockets Layer. See SSL
security
Administator passwords, changing, 592
application-specific settings, 501
Certificate Services (Windows Server 2003), 555-556
Encrypt Document option (Word 2007, Prepare menu), 345
encryption, 551
EFS (Windows Server 2003, 557
IPsec, 558-564
Private Key encryption, 554
Public Key encryption, 554
farms, WSUS, 538-539
ISA Server 2006
basics, 680
monitoring, 707-712
securing sites, 693-704
SharePoint need, 680-683
SharePoint Server administration, 35
SSL encryption, 685-692
traffic logging, 705-707
web traffic risks, 683-685
isolation, 520-521
MBSA, 547-549
multi-layered security, 551
Restrict Permission option (Word 2007, Prepare menu), 345
servers
auditing file access, 537-538
NTFS security, 536
restricting login access, 522
restricting physical access, 521
Run As command for Administrative access, 523-524
Security Configuration Wizard, 533-534
security templates, 534-535
smartcards, 524
smartcards, PKI authentication, 557
SQL Server 2005 installations
auditing, 531-532
minimizing attack surface, 528-531
SA accounts, 527-528
security logs, 531-532
SQL Server Authentication mode, 526-528
SQL Server Surface Area Configuration tool, 528-531
Windows Authentication mode, 525-526
SSL certificates, 554-555
transport-level, 551
VPN, 552-553
Security and Trust option (InfoPath Form Options window), 750
Security Configuration category, Central Admin tool, 484
Security Configuration Wizard (Windows Server 2003 Service Pack 1), server security, 533-534
Security Monitor (IPsec), 560
security reports viewing in MBSA, 549
security templates, server security, 534-535
security/groups
SharePoint Server design process, 97
SharePoint Services design process, 94-95
Select Computer dialog, 698
Select Maintenance Task Order page (Maintenance Plan Wizard), 579
Select Plan Properties page (Maintenance Plan Wizard), 582
Send To option (Edit menu), 184
Send/Receive settings (Outlook 2007), 378
server farms, 41
deployment
large, 50-51
mid-sized, 49-50
small, 48-49
designing, 46
scalability, defining components, 66-67
SharePoint 2007 installation, 137-138
Server menu (Word 2007), 346-348
server roles, Exchange Server 2007, 639-640
Server Subject Name dialog, 668
Server Type dialog, 130
SERVER7 (IPsec Security Monitor), 560-562
servers
Database, 42
Excel calculation, 42
Index, 42
configuration between, 560
policy establishment, 561-562
Office Communications Server 2007
deployment, 663-664
validation, 669-670
operating system installation
updates and patches, 120-122
Windows Server 2003, 118-120
role placement, 47
Search, 42
security
auditing file access, 537-538
NTFS security, 536
restricting login access, 522
restricting physical access, 521
Run As command for Administrative access, 523-524
Security Configuration Wizard, 533-534
security templates, 534-535
smartcards, 524
single-server deployment, 47-48
synchronizing, WSUS, 542-543
virtualization, 116
Web, 42
Service Account dialog, 125
services
ISA Server 2006 monitoring, 710-711
Office Communications 2007, 669
shared
audiences, 510
Business Data Catalog, 512-513
Excel Services settings, 510-512
scalability, 67-68
search settings, 507
usage reporting, 507
user profiles, 504-507
SharePoint 2007 installation, 134-136
Services for Server dialog, 134
Set Target Web Application dialog, 160
Settings menu (document libraries), 180
Setup Delegation Wizard Welcome dialog, 660
shapes (Visio 2007), linking SharePoint data to, 387
shared services
Central Admin tool, 500
scalability, 67-68
Shared Services Administration page
audiences, 510
Business Data Catalog, 512-513
Excel Services settings, 359-360, 510-512
search settings, 507
usage reporting, 507
user profiles, 504-507
Shared Services Providers. See SSPs
Shared Workspace task pane, 339-340
SharePoint 2003, migration to SharePoint 2007
advanced scenarios, 149-150, 163-165
gradual approach, 148, 158-162
in-place upgrade approach, 148-157
prototype test environment, 147
readiness assessment, 146-147
SQL database upgrade, 148
strategy formulation, 145-146
supported scenarios, 146
SharePoint 2007
administration
backup and restoration, 32-33
best practices analyzer, 33-34
ISA Server 2006, 35
MOM, 34
business needs, 6-7
collaborative structure, 13-14
data list organization, 9-12
document library, 7-9
Personal Sites, 15
collaboration
advanced calendar function, 16
blogs, 16
email acceptance into content, 19
leveraging workflow, 15
presence information, 17-19
content management
auditing tools, 23
IRM (information rights management), 22
integration with Office 2007
Excel 2007, 31
Outlook 2007, 29
SharePoint Designer 2007, 31
Word 2007, 30
migration from SharePoint 2003
advanced scenarios, 149-150, 163-165
gradual approach, 148, 158-162
in-place upgrade approach, 148-157
prototype text environment, 147
readiness assessment, 146-147
SQL database upgrade, 148
strategy formulation, 145-146
supported scenarios, 146
navigation, 20-21
searching information
creating search scopes, 25-26
improved capabilities, 24-25
sites, 43
version comparison
products and technologies, 26-27
WSS and MOSS, 27-28
workflow configuration, 716-717
SharePoint Central Admin Tool, 596, 600-604
SharePoint Central Admin Web Application dialog, 159
SharePoint Designer
restores, 606-607
SharePoint 2007
editing sites, 740-741
Office 2007 integration, 31
styles, applying new styles in, 740
workflows
adding web part zones, 741
editing in, 737-742
executing in, 736
Site Backup tool, 739
site management tools, 738-739
Site Summary reports, 739
standard actions, 731
standard conditions, 731
standard operands, 731
SharePoint List filter, 315, 773
SharePoint Portal, predefined workflows, 718-720
SharePoint Server
design process, 96
customizing Site Directory, 101
Enterprise Edition decisions, 98-101
groups/security, 97
My Sites design, 103
site template selection, 96-97
document libraries
customizing workflows, 724-726, 729
preconfigured workflows, 717
form libraries, creating, 752
installation, 128
farm shared services configuration, 137-138
MOSS 2007 package, 130-134
.NET Framework 3.0, 129
prerequisites, 128
services configuration, 134-136
single site collection, 139
web application creation, 136-137
page libraries, 412
Page menu, 412
search functionality comparisons, 436
Tools menu, 412
web content management
cache profiles, 423-425
CSS, 409
document conversion, 427-428
editing Field Control content, 413
publishing sites, 410-422
publishing templates, 410
Reusable Content lists, 416
site templates, 409
site themes, 409
site variations, 425-426
web publishing/deployment, 428-431
Workflow menu, 412
workflows
accessing reports, 722
adding in, 718
restrictions, 718
templates, 717
SharePoint Server 2007 for Search, 442
default search pages, modifying, 462-463
IFilters, adding, 463-465
keywords/best bets, 461
Office SharePoint Server Search, 444
property filters, 443
search configuration settings management, 444
search functionality comparisons, 436
search settings, configuring, 445
Authoritative pages, 459
content sources, 446-448
crawl logs, 451
crawl rules, 448-450
file types, 450-451
metadata property mappings, 453-455
resetting crawled content, 456
scopes, 457-459
search result removal, 456
search-based alerts, 455
server name mappings, 455
Search Usage Reports, 460
site collection search settings, 461
SharePoint Server Search (Office), SharePoint Server 2007 for Search, 444
SharePoint Services, 26
form libraries, creating, 752
Search Service, 437
excluding aspx pages from indexing, 440
rebuilding indexes, 441-442
search functionality comparisons, 436
testing functionality, 438-440
three-state workflows, 723-724
SharePoint Team Services (STS) Administration, 514
signatures (digital), Word 2007, 345
Single Sign on Settings dialog, 702
single site collection, SharePoint 2007 installation, 139
single-servers, deployment, 47-48
Site Administration category, Site Settings Administration tool, 476
Site Backup tool, workflows, 739
Site Collection category, Site Settings Administration tool, 478-479
Site collection Recycle Bin. See Second Stage Recycle Bin (Recycle Bin)
Site Settings Administration tools, 469
Galleries category, 474
Look and Feel category, 472
Site Administration category, 476
Site Collection category, 478-479
users and permissions, 470-471
Site Summary reports, workflows, 739
sites
Collaboration tab, creating via (Create page), 303-308
collections, 43
appearance administration, 472
Application Management configuration, 91-94
auditing, Records Center, 401-402
backups, STSADM command-line backup utility, 608
component scalability, 56
creating, 284-285
deleting, STSADM command-line backup utility, 609
isolated deployments (security), 520
multiple web applications, 89
policy creation, Records Center, 403
restores, STSADM command-line backup utility, 610
search settings, SharePoint Server 2007 for Search, 461
configuring, 323-326
content, 44
directories, 21
creating, 315-320
design process, 101
division/region options, 319-320
Enterprise tab (Create page), creating via
document center sites, 310-311
personalization sites, 312-314
records center sites, 312
report center sites, 320
search center sites, 321-322
site directories, 315-320
hierarchy tree, 20-21
ISA Server 2006 security, 693-694
exporting/importing SSL certificate, 696-698
generating publishing rule, 699-704
setting Alternate Access Mapping (AAM), 694-695
SSL certificate installation, 695-696
library columns, 232-235
mobile pages, 328
planning, 284-290
Publishing tab (Create page), creating via, 323
resetting definitions, 328
subsites, creating, 285-287
team sites
collaboration deployment, 74-75
document collaboration, 71
excessive email traffic issues, 74
templates
creating, 287
saving as, 326
selecting (SharePoint Server design process), 96-97
web content management, 409
top-level sites, creating, 285-287
slide libraries, 201-202
smartcards
PKI authentication, 557
server security, 524
software
SharePoint installation requirements, 116-117
Specific Configuration Database Settings dialog, 131
split web traffic, advanced migration scenarios, 165
spreadsheets, Import Spreadsheet lists, 222
SQL databases
recovery, 624
SQL Server
agents, starting, 584
Analysis Services filter, 315, 774
Authentication mode, 526-528
databases
architectures, 44-46
platform installation, 122-124, 127
upgrade considerations, 148
maintenance plans, 576-584
scalability, 61
clustering, 62-64
database mirroring, 64-65
high availability alternative, 65-66
log shipping, 62
security
auditing, 531-532
minimizing attack surface, 528-531
SA accounts, 527-528
security logs, 531-532
SQL Server Authentication mode, 526-528
SQL Server Surface Area Configuration tool, 528-531
Windows Authentication mode, 525-526
SQL Server Express, 122
SQL Server Management Studio, 516, 622-624
SQL Server Surface Area Configuration tool, 528-531
SSL (Secure Sockets Layer)
certificates, 554-555
exporting/importing, 696-698
installation, 695-696
encryption, 684-685
forced encryption, 692
internal certificate authority, 688-692
third-party certificate authority, 686-688
SSP (Shared Services Providers), 41-42, 46-47
staging servers, advanced migration scenarios, 163
stand-alone root CA, 689
stand-alone subordinate CA, 689
standby servers, advanced migration scenarios, 165
starting/stopping SQL Server agents, 584
storage limits, quarterly maintenance tasks, 592
strong passwords, SA accounts, 527-528
STS (SharePoint Team Services) Administration, 514
STSADM command-line backup utility, 596
administering command-line, 514-515
advanced migration scenarios, 163-164
backups, 608
automating via custom scripts, 610-618
scheduling custom scripts via Windows Scheduler, 618-619
deleting site collections, 609
restores, 610
Submitted Email Records lists, 400
subsites, creating, 285-287
support, staffing (user environment design process), 110
symmetrical encryption. See Public Key encryption
SYN Attack Properties dialog, 710
synchronizing servers, WSUS, 542-543
T
tables (Excel 2007), importing/exporting from SharePoint, 356-358
Tape Drive section (SQL Server Management Studio), SQL database backups, 624
target servers, configuring content deployment settings, 429-431
tasks
columns, 234
lists, 10-11, 212-214, 390-391, 400
Outlook 2007 connections, 377
team collaboration sites, 75
team sites
collaboration deployment, 74-75
creating, 303
document collaboration solution, 71
excessive email traffic issues, 74
technologies
clustering, 59-61
SharePoint 2007, 26-27
templates
blog sites, 306
document library, 254-255
form templates, file components, 747
libraries, 228
lists, 231
publishing templates, 410
server security, 534-535
sites
creating, 287
saving as, 326
workflows, SharePoint Server, 717
Terminal Services Remote Administration Mode. See Remote Desktop for Administration
test environments, SharePoint 2003 to 2007 migration, 147
testing documents (user environment design process), 88
themes (sites), web content management, 409
third-party certificate authority, SSL encryption, 686-688
three-state workflows, 723-724
Tools menu (SharePoint Server), 412
top-level sites, creating, 285-287
Topology and Services category, Central Admin tool, 482
traffic, logging via ISA Server 2006, 705-707
training plans (user environment design process), 88
transaction log backups, SQL databases, 621
Transaction Log section (SQL Server Management Studio), SQL database backups, 624
Translation Management libraries, 200
Translation Management workflow template (SharePoint Server), 717
transport-level security, 551
troubleshooting
business issues
application information access, 73
content organization, 72-73
document collaboration, 71
email attachment change, 72
excessive email traffic, 74
multiple searches, 70-71
recreating documents, 70
ISA access, 707
Trusted Data Connection Libraries settings (Excel Services, Shared Services Administration), 360
Trusted Data Providers settings (Excel Services, Shared Services Administration), 360
Trusted File Locations settings (Excel Services, Shared Services Administration), 360
U
UC (unified communications)
Office Communications Server 2007, 653-654
administering environment, 671-673
client component, 674-675
installation, 655-670
product history, 652-653
Unclassified Records document library, 399
unghosted sites
resetting formatting, 157
SharePoint migration, 146-147
Unified Messaging roles, Exchange Server 2007 planning, 644
Unified Messaging Server roles, 640
updates
documentation, monthly maintenance tasks, 591
operating system installation, 120-122
Upgrade and Migration category, Central Admin tool, 486-487
Upgrade dialog box, 153
upgrades, architectures (user environment design process), 108-109
Upload Form Templates (Forms Server), 764
Upload menu (document libraries), 173
UPS (uninterruptible power supply) battery, testing, 590
URL (universal resource locators), AAM, 694-695
usage reporting, Shared Services Administration, 507
user environment design process
Desktop configuration, 104-105
documentation, 87
Microsoft Office product integration, 106-107
prioritizing goals, 86-87
reviewing previous implementations
adoption patterns, 107
planning architecture upgrades, 108-109
staffing support, 110
typical problems, 110
SharePoint Server
customizing Site Directory, 101
Enterprise Edition decisions, 98-101
groups/security, 97
My Sites design, 103
site template selection, 96-97
SharePoint Services, 88
groups/security, 94-95
site collection options, 89-94
User-defined Function Assemblies settings (Excel Services, Shared Services Administration), 360
users
collaboration, 6
Office Communications Server 2007, 671
presence information, 17-19
profile configuration, 504-507
Site Settings Administration tool, 470-471
V
validating form data, InfoPath, 758
verification, ISA Server 2006 monitoring, 711-712
Verification dialog box, 665
Edit menu (document libraries), 191
library configuration setting, 246-248
lists, 274
Versioning option (InfoPath Form Options window), 751
versions (SharePoint)
products and technologies, 26-27
WSS and MOSS, 27-28
video conferencing, 653
View Digital Signatures option (Word 2007, Prepare menu), 345
View in Datasheet option (Actions menu), 176
View menu (document libraries)
All Documents view, 180
Create View option, 181
Explorer view, 180
Modify this View option, 181
View Properties option (Edit menu), 181
View RSSFeed option (Actions menu), 177
View Version History option (Word 2007, Server menu), 346
View Workflow Tasks option (Word 2007, Server menu), 348
views, document library, 269
Access, 272
Datasheet, 272
Gantt, 272
standard, 270-271
virtual servers
IIS, 56-57
isolation (security), 520
virtualization of servers, 116
Visio 2007
Gantt charts, creating, 389
linking SharePoint data to shapes, 387
publishing files to SharePoint, 388
task lists, 390-391
Vista (Windows), Desktop configuration design process, 104
VPN (virtual private networks), security, 552-553
W
WCAG (Web Content Accessibility Guidelines), workflows, 738
web
applications, 43
Central Admin tool, 493-496
presence information, 651
SharePoint 2007 installation, 136-137
conferencing, 653
SSL encryption, 685
forced encryption, 692
internal certificate authority, 688-692
third-party certificate authority, 686-688
traffic risks, 683
HTTP exploits, 684
SSL encryption, 684-685
Web Browser view
Excel 2003, 350-351
Excel 2007, Open Snapshot option, 355
web browsers
Desktop configuration design process, 104-105
Excel 2007, publishing to, 353-355
web content management
cache profiles, 423-425
CMS2002, 409-410
corporate intranet, 77
CSS, 409
document conversion, 427-428
publishing sites, 410-411
choosing master pages, 416-417
creating master pages, 421
creating page layouts, 421-422
editing Field Control content, 413-414
modifying master pages, 417-420
page libraries, 412
publishing templates, 410
Reusable Content lists, 416
site templates, 409
site themes, 409
site variations, 425-426
web publishing/deployment, 428-431
Web Farm FQDN dialog, 664
Web Listener dialog, 702
Web Part galleries, 330-331
Web Part pages, 294-296
web parts
SharePoint migration, 147
workbook data, accessing, 360-361
zones, adding workflows to, 741
Web servers, 42
weekly tasks (maintenance schedules)
archiving event logs, 589
checking disk space, 588-589
verifying hardware components, 589
Wiki Page libraries, 195-196
Wiki sites, creating, 304-305
Windows Authentication mode, SQL Server 2005 installation security, 525-526
Windows Microsoft Update, 122
Windows Scheduler, scheduling backups, 618-619
Windows Server 2003
Certificate Services, 555-556
EFS, 557
operating system installation, 118-120
R2 Edition Unleashed, 118
Service Pack 1, Security Configuration Wizard, 533-534
Windows SharePoint Services 3.0, 26
Windows SharePoint Services. See WSS
Windows Update (WSUS), 539
Windows Vista. See Vista (Windows)
wizards
Maintenance Plan Wizard
Complete the Wizard page, 582
Define Cleanup History Task page, 581
Define Database Check Integrity Task page, 579
Define Rebuild Index Task page, 580
Define Reorganize Index Task page, 580
Define Update Statistics Task page, 581
Reports to Generate page, 582
Select Maintenance Task Order page, 579
Select Plan Properties page, 582
SQL Server maintenance plans, 577-582
Security Configuration Wizard (Windows Server 2003 Service Pack 1), 533-534
Word 2003, 336
docm files, opening/viewing, 337-338
docx files, opening/viewing, 337-338
mixed Word environments, 337
SharePoint usage in, Shared Workspace task pane, 339-340
Word 2007, 336
mixed Word environments, 337
Prepare menu, 345
Server menu
Check Out option, 346
Compare option, 346
Document Management Information option, 348
View Version History option, 346
View Workflow Tasks option, 348
Advanced Document Properties option, 341
Document Management task pane, 342
Document Properties option, 341
Office 2007 integration, 30
publishing files, 342-344
saving files, 342-344
Word Viewer program, 337
workbooks
Excel Services, loading in, 362
publishing to, Excel 2007, 355
web parts, accessing via, 360-361
Workflow menu (SharePoint Server), 412
workflows
configuration settings, 503
creating/managing, advantages of, 715-716
Edit menu (document libraries), 192
enhanced collaboration, 15
processing, corporate intranet, 77
SharePoint, settings configuration, 716-717
SharePoint Designer
adding web part zones, 741
editing in, 737-742
executing in, 736
Site Backup tool, 739
site management tools, 738-739
Site Summary reports, 739
standard actions, 731
standard conditions, 731
standard operands, 731
SharePoint Portal, predefined workflows, 718-720
SharePoint Server
accessing reports, 722
adding in, 718
customizing workflows, 724-726, 729
predefined workflows, 717
restrictions, 718
workflow templates, 717
SharePoint Services, three-state workflows, 723-724
workspaces, 296
creating, 285-287
document workspaces, 297-299
managing, 301
meeting workspaces, 299-301
planning, 284-290
WSH (Windows Scripting Host), 568
WSS (Windows SharePoint Services), 40, 115
installation, 141-143
key features, 27-28
WSUS (Windows Server Update Services)
automatic client configuration via Group Policy, 545
Automatic Updates Client, 539
configuring, 542
development of, 539
farm security, 538-539
hardware prerequisites, 540
installation, 540-541
server synchronization, 542-543
software patches
approving, 543
deploying, 547
Windows Update, 539
X - Y - Z
xslx file extension, 336
zip files, 336. See also Open Office XML file format