Table of Contents
Part I SharePoint 2007 Overview, Planning, and Implementation
Understanding the Business Needs and Drivers for SharePoint 2007
Organizing and Streamlining Document Management
Collecting and Organizing Data with Lists
Providing Collaborative Structure with Workspaces, Pages, and Sites
Personalizing SharePoint Server 2007 with Personal Sites
Collaborating with SharePoint 2007
Leveraging Workflow for Enhanced Collaboration
Using Wikis for User-Generated Content
Determining User Presence Information
Accepting Emails Directly into Site Content
Presenting and Navigating Content in SharePoint 2007
Using the Sites Directory to Find Information
Managing Content in SharePoint 2007
Restricting Data Abilities Using Information Rights Management
Assigning Retention and Auditing Policies
Finding Information with SharePoint Indexing and Search
Using Improved SharePoint Search Capabilities
Creating and Managing Search Scopes
Comparing the Versions of SharePoint
Detailing the Specific SharePoint 2007 Products
Outlining Key Features Differences Between WSS and MOSS
Integrating Office 2007 Components with SharePoint 2007
Using Word 2007 with SharePoint Sites
Managing Excel 2007 and Excel Services for SharePoint
Customizing SharePoint Content with SharePoint Designer 2007
Administering and Monitoring SharePoint 2007
Backing Up and Restoring SharePoint
Using the SharePoint Best Practices Analyzer
Securing the SharePoint Environment with ISA Server 2006
2 Planning and Architecting a SharePoint 2007 Deployment
Understanding SharePoint Design Components
Viewing SharePoint Components from a High Level
Architecting the SharePoint SQL Database Environment
Choosing SQL Server Version for SharePoint 2007
Understanding SQL Server 2005 Components
Architecting Server and Farm Layout
Designing Shared Services Providers
Determining Server Role Placement
Examining Real World SharePoint 2007 Deployments
Viewing a Sample Single-Server SharePoint Deployment
Viewing a Sample Small SharePoint Farm
Viewing a Sample Mid-Sized SharePoint Farm
Viewing a Sample Large SharePoint Farm
3 Planning Redundancy and Scaling the SharePoint Environment
Understanding Scalability for SharePoint
Mapping SharePoint Functionality to Business Needs
Planning for Capacity with SharePoint
Scaling Logical SharePoint Components
Scaling Out with Site Collections
Scaling Out with IIS Virtual Servers and Web Applications
Utilizing and Understanding Clustering for SharePoint
Understanding Active/Passive Clustering
Understanding the Active/Active Clustering Mode
Choosing the Right Clustering Technology for SharePoint
Choosing Microsoft Cluster Service for SharePoint
Choosing Network Load Balancing for SharePoint
Scaling SQL Server with High Availability Alternatives
Windows 2003 and SQL Server 2005 Clustering
Choosing the Appropriate SQL Server High Availability Alternative
Scaling Across a SharePoint Farm
Defining Farm Server Components
Utilizing Shared Services Across SharePoint Farms
Justifying and Deploying Business Portals
Leveraging Various SharePoint Components for a Portal Solution
Leveraging Full Portal Collaboration with Office 2007/2003 Technologies
Managing Business Processes with BizTalk Server 2006
Improving Communications and Collaboration with Exchange Server 2007 Integration
Addressing Common Business Issues with SharePoint Features
Addressing the Redundant Re-creation of Documents with SharePoint
Addressing the Inability to Efficiently Search Across Different Types of Content
Addressing Inefficient Means of Document Collaboration with SharePoint Document Libraries
Addressing the Excessive Use of Email Attachments/Ability to Know When Documents Have Been Modified
Addressing Difficulty Organizing or Classifying Content
Addressing Access to Line-of-Business Application Information
Using SharePoint for Sharing Information with Partners, Vendors, and/or Clients
Deploying a Team Collaboration Solution with SharePoint
Outlining Business Needs for the Team Collaboration Solution
Implementing a Team Collaboration Solution with SharePoint
Outlining Ideas for Using the Team Collaboration Solution
Deploying a Corporate Intranet Solution with SharePoint
Meeting Business Needs with the Corporate Intranet Solution
Implementing the Corporate Intranet Solution
Ideas for Using the Corporate Intranet Solution
Deploying a Customer Extranet Solution with SharePoint
Meeting the Business Needs of the Customer Extranet Solution
Implementing the Customer Extranet Solution
Outlining Ideas for Using the Corporate Extranet Solution
4 Planning the SharePoint 2007 User Environment
Key Components of the User Environment Design Process
Prioritizing the Goals for the Design of the SharePoint 2007 Environment
Documenting the Design Decisions
Designing the Windows SharePoint Services Environment
Design Options for Site Collections
Planning Groups and Security Settings for Windows SharePoint Services 3.0
Designing the SharePoint Server 2007 Environment
Choosing the Right Site Template
Planning Groups and Security Settings for SharePoint Server 2007
Additional Design Decisions for SharePoint Server 2007
Customizing the Site Directory
Planning the Desktop Configuration
Planning for Microsoft Office Product Integration
Reviewing Lessons Learned from Previous SharePoint Implementations
Adoption Patterns for SharePoint
Planning Architecture Upgrades Based on Usage
Staffing for SharePoint Support
5 Installing Windows SharePoint Services and Microsoft Office SharePoint Server 2007
Examining SharePoint Installation Prerequisites
Defining Hardware Prerequisites for SharePoint 2007
Examining Software Requirements for SharePoint 2007
Outlining Additional Prerequisites
Installing the SharePoint Server Operating System
Installing Windows Server 2003 Base OS
Updating and Patching the Operating System
Installing the SharePoint Database Platform
Installing the Prerequisite IIS Admin Tool
Installing Microsoft Office SharePoint Server 2007
Installing SharePoint 2007 IIS Prerequisites
Installing the MOSS 2007 Package
Configuring Services on the Server
Create the First Web Application
Configuring Farm Shared Services
Creating the First Site Collection
Installing Windows SharePoint Services 3.0
Performing WSS Prerequisite Tasks
Installing WSS 3.0 on a Single Server
6 Migrating from SharePoint 2003 to SharePoint 2007
Formulating a Migration Strategy
Outlining Supported Migration Scenarios
Assessing Site Migration Readiness
Creating a Prototype Test Environment
SQL Database Upgrade Considerations
Examining SharePoint 2007 Migration Paths
Examining the In-Place Upgrade Approach
Examining the Gradual Migration Approach
Considering Alternative Migration Strategies
Performing an In-Place Upgrade of a SharePoint Environment
Running the Pre-Upgrade Scan Tool
Correcting Pre-Upgrade Scan Tool Issues
Resetting Unghosted Sites to SharePoint 2007 Site Definitions
Performing a Gradual Migration
Adding Additional Servers to the Upgrade Farm
Upgrading Site Collections Using the Gradual Approach
Finalizing the Gradual Migration
Performing Advanced Migrations
Exporting and Importing Sites Using STSADM
Upgrading the Standby Server to SharePoint 2007
Using ISA Server 2006 to Provide for Split Migration Paths
Part II Using SharePoint 2007 Technologies
7 Using Libraries and Lists in SharePoint 2007
Using SharePoint 2007 Libraries
Edit Menu Options for Documents
Other Types of Libraries in SharePoint 2007
8 Managing Libraries and Lists in SharePoint 2007
Planning Library Configurations
Creating Libraries in SharePoint 2007
Configuring Document Library Settings
Document Library Permissions and Management
Document Library Communications
Customizing SharePoint 2007 Libraries
Creating Columns in Document Libraries
Creating Views in Document Libraries
Creating Lists in SharePoint 2007
Customizing SharePoint 2007 Lists
Versioning Settings for a List
9 Designing and Managing Pages, Workspaces, and Sites in SharePoint 2007
Planning Pages, Workspaces, and Sites
Creating Pages and Workspaces in SharePoint 2007
Creating Workspaces in SharePoint 2007
Creating Sites from the Collaboration Tab
Creating Sites from the Enterprise Tab
Creating Sites from the Publishing Tab
Configuring the Look and Feel of Sites
Basic Customizations Using Icons and Master Pages
10 Using Word, Excel, and Excel Services with SharePoint 2007
Overview of the New File Types in Office 2007
Using Word 2007 and 2003 with SharePoint 2007
Strategies for “Mixed” Word (2007, 2003, and Earlier) Environments
Using Word 2003 with SharePoint 2007
Using Excel with SharePoint 2007
Using Excel 2003 with SharePoint 2007
Using Excel 2007 with SharePoint 2007
Excel Services in SharePoint 2007
Excel Services Settings in Shared Services Administration
Using the Excel Web Access Web Part
Supported and Unsupported Features When Loading a Workbook in Excel Services
11 Leveraging Additional Office 2007 Products in a SharePoint 2007 Environment
Using Outlook 2007 with SharePoint 2007
Using Outlook 2003 with SharePoint 2007
Using Outlook 2007 with SharePoint 2007
Using Access 2007 with SharePoint 2007
Linking List Information to an Access 2007 Database
Exporting List Information to an Access 2007 Database
Creating Email from Access 2007 Requesting Input
Reporting Tools in Access 2007
Creating SharePoint 2007 Lists in Access 2007
Using Project 2007 with SharePoint 2007
Using Visio 2007 with SharePoint 2007
Link SharePoint List Data to Shapes
Leveraging SharePoint 2007 to Publish Visio 2007 Files
Using Visio 2007 for Quick Gantt Charts
Using Visio with SharePoint 2007 Tasks Lists
Using PowerPoint 2007 with SharePoint 2007
Using OneNote 2007 with SharePoint 2007
12 Implementing Records Management and Enabling Web Content Management in SharePoint 2007
Implementing Records Management in SharePoint 2007
Configuring a Records Center as an External Service Connection
Enabling Auditing for the Site Collection
Creating Site Collection Policies
Using Content Types to Ensure Proper Categorization in the Records Center
Creating Additional Document Libraries in the Records Center
Modifying the Record Routing List to Route Content Types
Enabling Web Content Management in SharePoint 2007
Edit Content in the Field Controls
Choosing a Different Master Page for a Publishing Site
Creating Master Pages and Page Layouts
13 Benefiting from the Enhanced Search Capabilities in SharePoint 2007
Comparing Search Functionality in Different Versions of SharePoint 2007
Windows SharePoint Services 3.0 Search Service
Testing Windows SharePoint Services Search Functionality
Excluding .aspx Pages from Indexing
SharePoint Server 2007 Search Capabilities
Managing Search Configuration Settings in SharePoint Server 2007
Search Services in SharePoint Server 2007
Search Settings for a Site Collection
Modifying the Default Search Pages
Part III Managing a SharePoint Environment
14 Managing and Administering SharePoint Infrastructure
Administering Windows SharePoint Services Site Settings
Site Collection Administration
Operations Management with the SharePoint Central Admin Tool
Application Management with the SharePoint Central Admin Tool
SharePoint Web Application Management
Office SharePoint Server Shared Services
Managing Shared Services in SharePoint 2007
Office SharePoint Usage Reporting
Using Additional Administration Tools for SharePoint
Command-Line Administration of SharePoint Using the STSADM Tool
Working with the Internet Information Services Manager Tool
SQL Administration for SharePoint
15 Securing a SharePoint Environment
Identifying Isolation Approaches to SharePoint Security
Isolating SharePoint Data with Separate SharePoint Lists
Isolating SharePoint Through Deployment of Separate Sites or Site Collections
Isolating SharePoint with Separate Host Headers and Virtual Servers
Isolating SharePoint with Separate Physical Servers or Networks
Physically Securing SharePoint Servers
Restricting Physical Access to Servers
Using the Run As Command for Administrative Access
Securing SharePoint Access by Using Smartcards
Securing SharePoint’s SQL Server 2005 Installation
Windows Versus SQL Server Authentication
Understanding the SA Account and Setting a Strong Password
Minimize SQL Server 2005 Attack Surface
Managing Services and Connections to Reduce Surface Attack
Using SQL Server Security Logs
Hardening SharePoint Server Security
Hardening a Server with the Security Configuration Wizard in Windows Server 2003 Service Pack 1
Using Security Templates to Secure a SharePoint Server
Shutting Off Unnecessary Services
File-Level Security for SharePoint Servers
Exploring NT File System Security
Auditing File Access to SharePoint Servers
Securing a SharePoint Farm Using Windows Server Update Services
Understanding the Background of WSUS: Windows Update
Deploying the Automatic Updates Client
Understanding the Development of Windows Server Update Services
Installing a Windows Server Update Services System
Approving WSUS Software Patches
Automatically Configuring WSUS Clients via Group Policy
Deploying Security Patches with WSUS
Verifying Security Using the Microsoft Baseline Security Analyzer (MBSA)
Scanning for Security Vulnerabilities with MBSA
Deploying Transport-Level Security for SharePoint
Realizing Security by Deploying Multiple Layers of Defense
Understanding Encryption Basics
Using Virtual Private Networks to Secure Access to SharePoint
Outlining the PPTP and L2TP Protocols
Detailing the L2TP/IPsec Secure Protocol
Examining Integration Points Between SharePoint and Public Key Infrastructure
Understanding Private Key Versus Public Key Encryption
Using SSL Certificates for SharePoint 2007
Using Windows Server 2003 Certificate Services for SharePoint Servers
Examining Smartcards PKI Authentication for SharePoint
Examining the Encrypting File System (EFS)
Integrating PKI with Non-Microsoft Kerberos Realms
Examining IPsec for Internal SharePoint Encryption
Detailing Key IPsec Functionality
Understanding IPsec NAT Traversal
Configuring Simple IPsec Between SharePoint Servers
Viewing the IPsec Security Monitor
Establishing an IPsec Policy on the SharePoint Server
Establishing an IPsec Policy on the Client
Verifying IPsec Functionality in Event Viewer
16 Maintaining and Monitoring SharePoint 2007 Environments and Databases
Managing a SharePoint Server Remotely
Using the Remote Desktop for Administration to Administer a SharePoint Server
Using the Remote Control Add-on for Active Directory Users and Computers
Using Microsoft Operations Manager (MOM) 2005 to Simplify Management of SharePoint
Taking a Close Look at Microsoft Operations Manager (MOM)
Downloading and Extracting the SharePoint 2007 Management Pack for MOM 2005
Importing the Management Pack File into MOM 2005
Allowing Manual Agent Installs on the MOM Server
Installing the MOM Agent on the SharePoint Server
Monitoring SharePoint Functionality and Performance with MOM
Establishing a SQL Server Maintenance Plan
Establishing Maintenance Schedules for SharePoint
Outlining Daily Maintenance Tasks
Performing Weekly SharePoint Maintenance
Performing Monthly Maintenance Tasks
Performing Quarterly Maintenance Tasks
Summary of Maintenance Tasks and Recommendations
17 Backing Up and Restoring a SharePoint Environment
Backing Up and Recovering SharePoint Components
Using and Administering the Recycle Bin
Examining the Two Stages of the Recycle Bin
Enabling Recycle Bin Functionality in SharePoint
Using the SharePoint Central Admin Tool Backup and Restore Options
Performing a Backup Using the SharePoint Central Admin Tool
Restoring SharePoint Using the Central Admin Tool
Backing Up and Restoring with SharePoint Designer 2007
Backing Up SharePoint Sites Using SharePoint Designer 2007
Deleting and Re-creating Sites in Anticipation of a Full Restore
Restoring Sites from SP Designer Backups
Using STSADM to Move or Back Up Site Collections
Backing Up Site Collections with STSADM
Deleting a Site Collection in Advance of a STSADM Restore
Restoring SharePoint Site Collections Using the STSADM Utility
Automating Backups Using a Custom Script That Invokes STSADM
Scheduling the Custom STSADM Backup Script Using Windows Scheduler
Backing Up Internet Information Services Configuration
Performing SQL Database–Level Backups and Restores
Understanding SQL Server Backup Methods
Understanding SQL Server Recovery Models
Examining a Real-World SharePoint Database Backup Scenario
Part IV Extending the SharePoint Environment
18 Configuring Email-Enabled Content and Exchange Server Integration
Enabling Incoming Email Functionality in SharePoint
Installing the SMTP Server Service on the SharePoint Server
Configuring the Incoming Email Server Role on the SharePoint Server
Using the Directory Management Service
Working with Email-Enabled Content in SharePoint 2007
Using Email-Enabled Document Libraries
Configuring Email-Enabled Lists
Understanding Microsoft Office Exchange Server 2007
Outlining the Significant Changes in Exchange Server 2007
Outlining Exchange Server 2007 Server Roles
Planning for an Exchange Server 2007 Environment
Planning for Exchange Active Directory Design
Planning for the Mailbox Server Role
Planning for the Client Access Server Role
Planning for the Edge Transport Role
Planning for the Hub Transport Role
Planning for the Unified Messaging Role
Understanding a Sample Deployment Scenario
Integrating Exchange 2007 with SharePoint 2007
Using an Exchange Server as an Outgoing Email Server for SharePoint
Linking to Calendars, Contacts, and Inbox Items in Exchange 2007 from SharePoint Sites
Using SharePoint 2007 to Replace Exchange Public Folders
19 Enabling Presence Information in SharePoint with Microsoft Office Communications Server 2007
Configuring Presence Within SharePoint
Enabling Presence Information on a Web Application
Examining Presence Functionality Within a SharePoint Site Collection
Understanding Microsoft’s Unified Communications Strategy
Outlining the History of the Unified Communications Products
Exploring the Office Communications Server 2007 Product Suite
Viewing the Communicator Client
Installing Office Communications Server 2007
Delegating Setup and Administrative Privileges
Configuring Certificates for OCS
Starting the OCS Services on the Server
Validating Server Functionality
Exploring Office Communications Server Tools and Concepts
Administering Office Communications Server
Configuring User Settings from the OCS Admin Tool
Configuring Server Settings from the OCS Admin Tool
Using the Instant Messenger Filter in OCS 2007
Installing and Using the Communicator 2007 Client
Using the Communicator 2007 Client
Installing the Communicator 2007 Client
Installing and Configuring Live Communications Server 2005 SP1
Installing Live Communications Server 2005 SP1
Examining the Communicator 2005 Client
20 Providing Secured Remote Access to SharePoint Using ISA Server 2006
Understanding the Internet Security and Acceleration Server 2006
Outlining the Need for ISA Server 2006 in SharePoint Environments
Outlining the High Cost of Security Breaches
Outlining the Critical Role of Firewall Technology in a Modern Connected Infrastructure
Understanding the Growing Need for Application-Layer Filtering
Outlining the Inherent Threat in SharePoint HTTP Traffic
Understanding Web (HTTP) Exploits
Securing Encrypted (Secure Sockets Layer) Web Traffic
Securing Access to SharePoint with Secure Sockets Layer Encryption
Installing a Third-Party Certificate Authority on a SharePoint Server
Using an Internal Certificate Authority for SharePoint Certificates
Forcing SSL Encryption for SharePoint Traffic
Securing SharePoint Sites with ISA Server 2006
Configuring the Alternate Access Mapping Setting for the External URL
Installing an SSL Certificate on a SharePoint Server
Exporting and Importing the SharePoint SSL Certificate to the ISA Server
Creating a SharePoint Publishing Rule
Monitoring ISA from the ISA Console
Monitoring and Customizing Alerts
Monitoring Session and Services Activity
Creating Connectivity Verifiers
21 Using Designer 2007 to Extend SharePoint 2007 Workflows and Customize the User Experience
Workflow Basics in SharePoint 2007
Deciding Where to Add the Workflow
Accessing Reports About Workflows
Creating a Three-State Workflow
Creating a New Customized Workflow
Authoring Workflows Using SharePoint Designer 2007
Preparing to Create a Workflow in Designer 2007
Creating a Designer 2007 Workflow
Executing a Designer 2007 Workflow
Additional Designer 2007 Tools
Editing Standard SharePoint 2007 Sites
22 Exploring Business Process and Business Intelligence Features in SharePoint 2007
Using InfoPath 2007 with SharePoint 2007 and Forms Server 2007
Preparing to Create InfoPath 2007 Forms
File Components of a Form Template
InfoPath Forms Basics in SharePoint 2007
Extending the Reach of Forms with Forms Server 2007
Configuring Forms Server Functionality
Business Intelligence in SharePoint 2007