Home Page Icon
Home Page
Table of Contents for
Cover
Close
Cover
by The Microsoft SharePoint Community Experts, Bill English
Microsoft® Office SharePoint® Server 2007 Administrator's Companion
Microsoft® Office SharePoint Server™ 2007 Administrator’s Companion
SPECIAL OFFER: Upgrade this ebook with O’Reilly
A Note Regarding Supplemental Files
Acknowledgments
Contacting the Author
Introduction
How to Use This Book
What’s In This Book
Part I : Planning Your Deployment and Installing Microsoft Office SharePoint Server 2007
Part II: Administrating and Configuring Your Implementation
Part III: Search, Indexing, and Shared Services Providers
Part IV: Integrating Additional Server Platforms
Part V: Upgrading to Microsoft Office SharePoint Server 2007
Part VI: Extending Microsoft Office SharePoint Server 2007
System Requirements
About the Companion CD
Support
I. Planning Your Deployment and Installing Microsoft Office SharePoint Server 2007
1. Introducing Microsoft Office SharePoint Server 2007
Microsoft Office SharePoint Server 2007 Product Matrix
Portal Services
My Site
Knowledge Network
Common Features
Search and Indexing
Content Management
Web Content
Records and Document Management
Rights Management
Business Forms
Business Intelligence
Collaboration
Improvements in Windows SharePoint Services 3.0
Data Platform Improvements
Storage Improvements
Multivalued Lookups
List and Library Alignment
Content Types
Data Restore
Security Improvements
Administrator Platform Improvements
Key Components of the Administration Platform
Extranet Scenario Improvements
Upgrade Improvements
Upgrade Approaches
Summary
2. Architecture for Microsoft Office SharePoint Server 2007
Enterprise Architecture and SharePoint Server 2007
Modularity and Reusability
Extensibility
Scalability
Separation of Concerns
The 2007 Microsoft Office System Logical Architecture
A Strong Move Toward Service-Oriented Architecture
The Services of the 2007 Microsoft Office System
What Are the Operating System Services?
What Are the Database Services?
What Are the Workflow Services?
What Are the Supporting Services?
ASP.NET 2.0
Page Rendering
No Compile Pages
Safe Controls List
Master Pages
Web Parts
Personalization
Master Pages
Provider Framework
Navigation
Security
What Are the Core Services?
Storage Services
Metadata
Versioning
Backup
Security
Rights and Roles
Pluggable Authentication
Per Item Security
Rights Trimming
Management
Admin UX
Provisioning
Monitoring
Topology
Site Model
APIs
Fields and Forms
Object Models and SOAP
Deployment
Application Pools and SharePoint Server 2007
Application Pool Architecture
Discussion of Application Pool Architecture and SharePoint Server 2007 Integration
Summary
3. Design Considerations and Deployment
Understanding the Design Life Cycle
Defining the Stakeholders
Creating a Problem Statement
Defining Objectives
Establishing an Administrative Model
Identifying Hardware and Software Costs
Defining Service Level Agreements
Defining Requirements
Obtaining Approvals and Implementing the Solution
Understanding Your Current Environment
Determining Staffing Needs
Surveying Current Content
Documenting the Network Infrastructure
Choosing Server Platforms
Physical Machines
Virtual Machines
Identifying Infrastructure Dependencies
Windows Server Software
Active Directory
Domain Name System
E-Mail Servers
SQL Server
Identifying Other Design Considerations
Deploying Web Front-End Servers
Deploying Query and Indexing Servers
Deploying Excel Calculation Services
Ensuring Availability and Performance
Implementing Web Front-End Load Balancing
Implementing Search and Query Server Load Balancing
Scaling Excel Calculation Services
Designing a Network Infrastructure
Considering User Location
Performing Capacity Planning
Organizing Your Content
Reorganizing and Consolidating SharePoint Services 2003 Content
Multiple Content Types in a Single Document Library
Per-Item Security and Benefits for Consolidation
Using Enterprise Content Management Services
Deploying SharePoint Portals
Deploying Corporate Portals
Deploying Personal Portals (My Site)
Managing Your Content
Using Site Collections
Deploying Self-Service versus Administratively Created Sites
Understanding Self Service Site Creation
Understanding Administratively Created Sites
Using Administrative Delegation
Using the Two-Stage Recycle Bin
Implementing Mobile Access
Connecting to External Data Sources
Planning Security
Planning and Implementing Security Accounts
Securing Internet Information Services
Anonymous Authentication
Integrated Authentication
Basic Authentication
.NET Forms-Based Authentication
Pluggable Authentication
Understanding Critical Services Placement
Securing the Central Administration Interface
Securing SQL Server
Securing Extranets and Internet-Facing Collaborative Solutions
Extending Existing Web Applications
Deploying SharePoint Server Farms
Single-Server Deployment
Small Server Farms
Medium Server Farms
Large Server Farms
Multiple Farms
Using Interfarm Shared Services
Summary
4. Multilingual Planning, Deployment, and Maintenance
Multilingual Support in Windows SharePoint Services 3.0 and SharePoint Server 2007
Preparing Front-End Servers for Multiple Languages
Installing Additional Language Files
Selecting a Product Installation Language
Understanding Language Template Packs
Installing Language Packs on Front-End Servers
Uninstalling Language Packs
Hosting Sites in Different Languages
Creating a Variation Hierarchy of Web Sites
Managing Variation Settings
Planning Considerations
Incorporating Variation Concepts into Planning
Planning Variation Configurations
Configuring the Variation System
Variation Home
Automatic Creation
Recreate Deleted Target Page
Update Target Page Web Parts
Notification
Resources
Designating Source and Target Sites with Variation Labels
Building Sites with the Variation Hierarchy
Propagating Content from Source to Target Sites
Managing Variation Sites
Customize Web Parts for Variation Sites
Managing Corrections
Customizing Search for Variation Sites
Removing Variation Hierarchy and Sites
Removing a Site
Removing a Variation Hierarchy
Removing Redirection Functionality
Managing Translations
Local Translation Management Tools
What Is a Translation Management Library?
Creating a Translation Management Library
Uploading a Document
Completing the Translation Management Workflow Process
Customizing a Translators List
Forwarding to External Translation Services
Identifying Content Needing Translation
Using Variation Packaging for Export and Import
Deploying Content
Summary
5. Installing Microsoft Office SharePoint Server 2007
The Product Feature Matrix
Hardware Recommendations
Preparing for Installation
Web/Application Server
Database Server
Active Directory
Accounts Requirements
User and Service Accounts
Installing SharePoint Server 2007
Running Through the Installation
Advanced Options
Installation Complete
The Configuration Wizard
Server Farm Connection
Create a New Farm
Create the Central Administration Web Application
Complete Wizard Input
Moving to Central Administration
Understanding the Default Databases and Changes from the Database Structure in SharePoint Portal Server 2003
Modifying Your Farm
Adding Servers to Your Farm
Understanding How Your Server Has Changed as a Result of Installing SharePoint Server 2007
File System Changes
Registry Changes
Web Sites and Application Pools
Removing Servers from Your Farm
Installing Windows SharePoint Services 3.0
Running Through the Installation
WFE Installation
Stand-Alone Installation
Uninstalling SharePoint Server 2007
Uninstalling Windows SharePoint Services 3.0
Summary
II. Administrating and Configuring Your Implementation
6. Performing Central Administration and Operations Configuration
Introducing Central Administration
Using the Central Administration Home Page
Performing Administrative Tasks
Understanding the Farm Topology View
How Many Servers?
Choosing Server Roles and Services
Configuring Services
Using the Central Administration Operations Page
Farm-Level Server Management
Servers In Farm
Services On Server
Outgoing E-Mail Settings
Incoming E-Mail Settings
Setting Up Key Components
Configuring Incoming E-Mail Settings
Configuring Sites to Receive E-Mail
Security Configuration
Service Accounts
Information Rights Management
Antivirus
Blocked File Types
Update Farm Administrator’s Group
Information Management Policy Configuration
Manage Settings for Single Sign-On
Logging and Reporting
Upgrade and Migration
Global Configuration
Job Service
Site Management
Farm Settings
Backup and Restore
Data Configuration
Content Deployment
Content Deployment Settings
Content Deployment of Paths and Jobs
Scenario: Expanding a Server Farm
Configuring the Server Farm
Configuring the Farm Services
Configuring Network Load Balancing
Summary
7. Application Management and Configuration
SharePoint Web Application Management
Hosting a Web Application
Creating a Web Application
Extending a Web Application
Why Use a Separate Application Pool for Each Web Application?
Creating a Database for Each Web Application
Creating a New Web Application
Creating a New Web Application Using Application Management
Creating a New Web Application Through SSP Creation
Assigning a Port Number or Host Header
Choosing a Security Configuration
Creating a Load-Balanced URL
Configuring the Application Pool
Reset Internet Information Services
Database Name and Authentication
Search Server
Assigning Additional Worker Processes to an Application Pool
Provisioning a Web Application
Creating a New Site Collection
Creating a New SSP
Mapping a Web Application to an Existing Site Collection
Additional Web Application Management Settings
Remove SharePoint From IIS Web Site
Delete Web Application
Define Managed Paths
Web Application Outgoing E-Mail Settings
Web Application Settings
Content Databases
Manage Web Application Features
Web Application List
SharePoint Site Management
Create Site Collection
Delete Site Collection
Site Use Confirmation And Deletion
Quota Templates
Site Collection Quotas And Locks
Applying a Site Collection Lock
Applying a Quota Template
Site Collection Administrators
Site Collection List
Application Security
Security For Web Part Pages
Self-Service Site Management
User Permissions for Web Applications
Policy for Web Applications
Authentication Providers
External Service Connections
Records Center
HTML Viewer
Document Conversions
Workflow Management
Summary
8. Administrating Personalization and Portal Taxonomies
Understanding Taxonomies
What Is Taxonomy?
Flat Taxonomies
Hierarchical Taxonomies
Network Taxonomies
Faceted Taxonomies
Industry Best Practices for Developing a Taxonomy
Tools for Determining Taxonomies
Resources for Planning and Developing Taxonomies
Taxonomy Considerations in SharePoint Server 2007
Scale Considerations when Designing your Taxonomy
Personalization in SharePoint Server 2007
User Profiles
My Sites
Configuring Personalization Settings in SSP
Configuring and Customizing User Profiles
Importing User Profiles
Viewing and Editing User Profiles
Managing Profile Properties
Configuring Profile Property Policies
Deleting User Profiles
Managing My Sites
User Rights for My Site Creation
Creating My Sites
Changing a User’s Default My Site Location
Moving My Sites
Customizing My Sites
Social Networking in My Sites
Configuring My Home
Adding and Managing Colleagues
Adding Colleagues
Colleague Alerts
Configuring Memberships
Creating Private Documents in My Sites
Creating a Personal Blog
Configuring My Profile
Configuring User Details
Adding Responsibilities and Skills
Configuring User Alerts
Navigating to Users’ My Sites
Publishing Links to Office Clients
Personalization Links
Using Personalization Links for My Site Navigation
Setting Quotas for My Sites
Creating My Sites with Duplicate User Names
Deleting My Sites
Personalization Sites
Searching for People
Configuring and Managing Audiences
Creating Audiences
Set Audience Rules
Setting Audience Compilation Schedule
Updating Existing Audiences
Targeting Content Using Audiences
Targeting Web Parts
Targeting List Items
Introduction to Knowledge Networks
Overview of Knowledge Network for SharePoint Server 2007
Installing and Configuring Knowledge Network for SharePoint Server 2007
Installing Knowledge Network
Configuring Knowledge Network Server for Office SharePoint Server 2007
Knowledge Network Database Configuration
Knowledge Network Job Configuration
Knowledge Network Manage Members Configuration
Knowledge Network Portal Feature
Summary
9. Document Management
Understanding Informal and Formal Communications
Informal Communication
Formal Communication
The Importance of Document Libraries
Working with Document Libraries
Opening a Document Library
Adding Documents to the Library
Adding Documents by Using the Upload Commands
Adding Documents by Using Explorer View
Adding Documents by Using WebDAV
Working With Documents in the Document Library
Checking Out and Editing Documents
Checking In Documents
Requiring Check Out
Managing Document Versioning
Understanding Major and Minor Versions
Setting Version Limits
Comparing Versions
Approving and Publishing Documents
Using Permissions to Control Viewing of Versions
Marking Documents As Final
Using Document Management Site Templates
Document Center
Document Workspace
Managing Documents and Workflow
Creating Metadata
Creating a New Document Library Column
Choosing Column Data Types
Setting Metadata Values
Editing the Existing Metadata of a Document
Document Information Panel
Creating Site Columns
Creating a New Site Column
Adding an Existing Site Column
Defining Workflow
Standard Workflows
Creating a Document Workflow
Completing the Workflow
Monitoring the Workflow
Using Document Templates
Converting Documents
The Load Balancer Service
The Launcher Service
Configuring Document Conversion
Performing a Conversion
Integrating with 2007 Microsoft Office System Clients
Working with Document Security
Using Document Inspector
Using Digital Signatures
Enabling Support for Digital Signatures
Using a Signature Line
Creating a Digital Signature Placeholder
Digitally Signing a Document with a Placeholder
Digitally Signing a Document Without a Placeholder
Viewing Digital Signatures
Item-Level Permissions
Rights Management Services
Summary
10. Records Management in Microsoft Office SharePoint Server 2007
Introduction to Enterprise Records Management
Representative Regulations
The Records Management Plan
The Compliance Requirements Document
Records Management Roles
SharePoint Administrators
Compliance Officers
Records Managers
Content Managers
Information Workers
The File Plan
Setting Up Records Management in SharePoint Server 2007
Creating and Managing Content Types
Creating the Records Center
Creating Document Libraries
Defining Metadata
Defining Information Management Policies
Expiration
Auditing
Labeling
Barcoding
Form Conversion for Archiving
Configuring the Record Routing Document Library
Managing Documents in the Records Center
Placing a Hold on Documents
Exempting a Document from Expiration Policy
Configuring Security on the Records Center
Configuring User and Group Permissions
Configuring Policy Settings in Central Administration
Creating Policy Templates
Submitting Content to the Records Center
Submitting Content from Microsoft Exchange and Outlook
Submitting Content Using Managed Mail Folders
Submitting Content Automatically Through Custom Workflow
Submitting Content Programmatically Using the Records Repository Web Service
Configuring Document Retention and Disposal
Using the Disposition Approval Workflow
Configuring Information Management Policy Reporting
Configuring Audit Log Reports
Configuring Site Collection Auditing
Configuring Information Management Policy Usage Reporting
Viewing Policy Reports
Summary
11. Web Content Management and Publishing Features
Understanding Web Content Management Sites
New Permission Levels and Security Groups
Separating Content and Presentation
Using Variations
Administering Web Content Management Sites
Creating Publishing Sites
Configuring the Welcome Page
Configuring Master Page Settings
Managing the Master Page And Page Layout Gallery
Configuring Master Page Gallery Permission Inheritance
Managing Site Content and Structure
Reusable Content
Content and Structure Reports List
Configuring Navigation Settings
Assigning SharePoint Groups and Permission Levels
Smart Client Content Authoring
Configuring Document Conversion Services
Document Converters
Configuring Content Caching
Configuring Cache Profiles
Enabling Page Output Caching
Enabling Disk Caching
Publishing a Site Collection
Enable the Publishing Feature on the Farm
Summary
12. Administrating Data Connections
What Is the Business Data Catalog?
Understanding the Business Data Catalog Architecture
Metadata
Business Data Catalog APIs
Implementing BDC Security Options
Authentication Methods
Authorization
Central Security and Auditing
Managing Data Connections
Deploying Metadata Package
Business Data Actions
How to Use Business Data Catalog Features
Business Data Web Parts
Business Data in Lists
Business Data and User Profiles
Importing Data from the BDC into the Profile Database
Mapping Profile Properties to BDC Data
Business Data and My Site
Connection Reuse in Excel, SharePoint, InfoPath, and Reporting Services
Business Data Catalog and Search
Adding a Content Source
Mapping Crawled Properties
Customizing the End-User Experience
Summary
13. Performance Monitoring and Microsoft Operations Manager 2005
Understanding System Monitor
System Monitor
Counter Logs
Trace Logs
Alerts
Preparing to Monitor Performance
Monitoring Processor Utilization
Monitoring Memory Utilization
Monitoring Disk Utilization
Monitoring Network Utilization
Monitoring at the Data-Link Layer
Monitoring at the Network Layer
Monitoring at the Transport Layer
Monitoring at the Presentation Layer
Baselining Your SharePoint Server 2007 Install
Working with the Performance Tool
Customizing the Display
Additional Features
Microsoft Operations Manager 2005 and SharePoint Server 2007
Microsoft Operations Manager 2005 Architecture
Microsoft Operations Manager 2005 Components
Microsoft Operations Manager 2005 Management Server
Managed Computers and Agents
User Interfaces
Administrator Console
Operator Console
Reporting Console
Web Console
Management Packs
MOM Management Packs
Rules
Alerts
Knowledge
Tasks
Views
Using MOM 2005 to Monitor SharePoint Server 2007
Deploying the MOM 2005 Management Packs for SharePoint Server 2007
Identifying Computers to Manage
Increasing the Size of Log Files
Disabling Event Log Replication on Clustered Servers
Considering Slow or Expensive Network Links
Installing Microsoft Operations Manager 2005 Agents
Installing Management Packs
Supplementary Management Packs
Key Monitoring Scenarios
Summary
14. Information Security Policies
Password Policies
Personal Use of Sites
Information Storage Policies
Administrative Policies
Logging Events
Authorized Web Parts and Applications
Change Control
Information Privacy
Data Classification Schemes
Extranet Considerations
Summary
15. Managing Content Types
Introducing Content Types
Understanding Metadata
Default Content Types
Understanding the Content Type Inheritance Model
Understanding Content Type IDs
Creating Content Types
Permissions for Creating and Modifying Content Types
Creating a New Content Type at the Site Level
Configuring Columns for Content Types
Configuring a Required Column
Configuring Document Libraries
Configuring Document Libraries for Multiple Content Types
Adding a Content Type
Changing the Template
Adding Columns to a Document Library Content Type
Removing a Content Type from a Document Library
Setting the Document Templates Order and the Default Content Type
Configuring Document Library Views for Multiple Content Types
Associating Documents with Content Types
Uploading Multiple Documents to a Multiple Content Type Document Library
Versioning and Modifications to Existing Content Types
Creating Content Types when Deploying InfoPath Forms
Extending Content Types
Attaching Workflow to a Content Type
Using the Built-in Workflows
Using SharePoint Designer 2007
Using Content Types to Format E-Mails
Searching by Using Content Types
Summary
III. Search, Indexing, and Shared Services Provider
16. Enterprise Search and Indexing Architecture and Administration
Understanding the Microsoft Vision for Search
Crawling Different Types of Content
Desktop Search
Intranet Search
Enterprise Search
Internet Search
Architecture and Components of the Microsoft Search Engine
Crawler Process
Indexer Process
Understanding and Configuring Relevance Settings
Click Distance
Hyperlink Anchor Text
URL Surf Depth
URL Matching
Automatic Metadata Extraction
Automatic Language Detection
File Type Relevance Biasing
Search Administration
Creating and Managing Content Sources
Administrating Crawl Rules
Specifying a Particular Account to Use When Crawling a Content Source
Crawling Complex URLs
Crawler Impact Rules
SSP-Level Configurations for Search
Managing Index Files
Continuous Propagation
Resetting Index Files
Troubleshooting Crawls Using the Crawl Logs
Working with File Types
Creating and Managing Search Scopes
Creating and Defining Scopes
Web Address Scope Type
Property Query Scope Type
Content Source and All Content Scopes
Global Scopes
Site Collection Scopes
Removing URLs from the Search Results
Understanding Query Reporting
The Client Side of Search
Executing Queries to Query the Index
Managing Results
Adding Properties to Advanced Search in SharePoint Server 2007
Modifying Other Search Web Parts
Server Name Mappings
Thesaurus
Expansion Sets
Replacement Sets
Noise Word File
Managing Keywords
Working with the Result Set
Receiving Notifications from Search Results
Customizing the Search Results Page
Search Box
Search Core Results
Results Collapsing
Finding People in the Search Center
Summary
17. Enterprise Search and Indexing Deployment
Enterprise Search Administration
End-User Experience
Enterprise Administration for Farms
Farm-Level Search Settings
Query and Index Servers
Shared Services Providers with Search Enabled
Choosing a Search Implementation Topology Model
Role of the Index Server
Role of the WFE Server
Role of the Query Server
Role of the Database Server
Sample Deployment Scenarios
Collaboration Sites
Enterprise Portal Deployments
Internet-Facing Site
Disabling Search at the List Level
Summary
18. Administrating Shared Services Providers
Introduction to the Shared Services Provider
Configuring an SSP
Managing Shared Services Providers
Configuring User Profiles, Audiences, and Personal Sites Settings
Configuring User Profiles And Properties
Configuring Profile Services Policies
Configuring My Site Settings
Specifying Trusted My Site Host Locations
Specifying Published Links To Office Client Applications
Configuring Personalization Site Links
Configuring Personalization Services Permissions
Configuring Search Settings
Configuring Portal Usage Reporting Settings
Configuring Audiences Settings
Using Audiences to Target Content
Configuring Excel Services Settings
Configuring Business Data Catalog Settings
Managing SSPs at the Farm Level
Creating a New SSP
Modifying Web Application Associations
Configuring Inter-Farm Shared Services
Restoring an SSP
Summary
IV. Integrating Additional Server Platforms
19. Publishing SharePoint Server 2007 Data to Mobile Devices Through ISA Server 2006
Designing a Secure Mobile Infrastructure
Understanding Firewall Configurations
Using ISA Server 2006 with SharePoint Server 2007 Implementations
Configuring Servers for Secure Mobile Access to SharePoint Data
Configuring Windows Mobile Devices to Access SharePoint
Summary
20. Excel Services and Building Business Intelligence Solutions
Understanding Excel Services Components
Excel Calculation Services
Excel Web Access
Excel Web Services
Excel Calculation Service Proxy
The Report Center Template
Configuring Excel Services
Enabling Excel Services
Configuring a Trusted Connection
Publishing Workbooks to Excel Services
Limiting the Area That Can Be Viewed
Defining Parameters
Working with Spreadsheets Through Excel Web Access
Viewing a Spreadsheet in the Browser
Commands Available Within the Browser
Open in Excel 2007
Open Snapshot in Excel 2007
Reload Workbook
Refresh Selected Connection/Refresh All Connections
Calculate Workbook
Find
Analyzing Data in the Browser
Working with Tables and AutoFilters
Working with PivotTables
Unsupported Features
Using Excel Services in Dashboards
The Excel Web Access Web Part
Key Performance Indicators Web Parts
Filter Web Parts
Configuring Security
File Access Security
Data Access Security
User Access Security
Performance Considerations
Scaling Excel Services
Enabling Components
Enhancing Throughput
Modifying the Default TCP Settings
Limiting the Number and Duration of Open Sessions
Accessing Data from Other Sources
Trusted Data Providers
User-Defined Function Assembly
Summary
21. Administrating Office Forms Server 2007 in Office SharePoint Server 2007
Office Forms Server 2007 Features and Enhancements
Office Forms Server 2007 Architecture
Configuring Office Forms Server 2007
Authentication, Security, and Forms Server 2007 Web Services Proxy
Deploying Forms Server 2007
Planning Deployment
Form Types and Forms Server 2007
Understanding User-Deployed Forms
Choosing a Where to Deploy Forms
Single Site Collection Content Type—User Deployment
Farm Wide Content Type—Administrative Approved Deployment
Verifying and Uploading the Form
Activating the Form to a Site Collection
Understanding Security Permissions
Some Common Rules
Using Forms that Contain Code
Classic COM-Based Code—InfoPath COM-Based Solutions
Managed Code Forms—InfoPath Managed Code-Based Solutions
Using InfoPath Forms in Custom ASP.NET Pages
Controls Available to Forms Server Forms
Understanding Browser Compatibility Issues
Data Connections Used with Forms Server
Forms Server 2007 Compatibility with InfoPath 2003
Compatibility with Existing InfoPath 2003 Forms
Using New InfoPath Forms
Summary
V. Upgrading to Microsoft Office SharePoint Server 2007
22. Migrating from Content Management Server 2002 to Microsoft Office SharePoint Server 2007
Why Migrate?
End Users Can Do More Without Developer Assistance
Out-of-the-Box Features Replace Customizations
SharePoint Has More Built-In Capabilities
Customization in SharePoint Is Less Intensive
Understanding the Two-Part Migration Process
Content Migration Phase
Code Migration Phase
Understanding Migration Options
Side-by-Side Migration Option
In Place Migration Option
Incremental Migration Option
Understanding the Different Types of Migration Tasks
Administrator-Oriented Migration Tasks
Developer-Oriented Migration Tasks
SharePoint Server 2007 Content Migration
Creating Migration Profiles
Running Content Migration Jobs
CMS Assessment Tool
Installing and Running the CMS Assessment Tool
Reviewing CMS Assessment Tool–Generated Reports
Site Summary Report
Publishing API Usage Summary Report
Publishing API Class Usage Report
Placeholder Control Usage Report
User Methods Calling Publishing API Report
Methods Returning Publishing API Report
Classes with Publishing API Fields Report
Workflow Event Handling Report
User Classes with Publishing API Parents Report
Placeholders per Template Report
Template vs. Placeholder Control Report
Web Author Consoles Report
Http Modules Report
Output Cache Settings Report
Project Line Count Report
ASP.NET Control Usage Report
CMS Repository Size Report
Channel Information Report
Gallery Information Report
Template Information Report
Template Property Definition Report
Placeholder Definition Usage Report
Posting Information Report
Posting Custom Properties Report
Duplicate Posting Names Report
Site Analyzer Results Report
Pre-Migration Analyzer Results Report
Summary of Migration Steps
Planning the Migration
Run the CMS Assessment Tool
Stop Current Development and Determine Site Migration Order
Run the SharePoint Server 2007 Content Migration Tool
Preparing for Migration
Upgrade Content Management Server 2001 or 2002 to Content Management Server 2002 Service Pack 2
Upgrade Content Management Server Web Site Application to ASP.NET 2.0
Master Pages
Navigation Providers
Refactor Business Logic from Templates to Class Libraries
Perform Test Migrations
Migrating Content Management Server 2002 to SharePoint Server 2007
Run the SharePoint Server 2007 Content Migration Tool
Apply Master Pages for Site Branding
Upgrade Unbranded Page Layouts
Migrate Custom Placeholders and Other Controls
Update Navigation Providers
Migrate Data Abstraction Layer Code
Testing and Deployment
Summary
23. Upgrading from Microsoft Windows SharePoint Services 2.0
Understanding Your Upgrade Options
In-Place Upgrade
Gradual Upgrade
Content Database Migration
Planning Your Upgrade
Microsoft FrontPage Customizations
Organizing and Resizing Content Databases
Pre-Upgrade Tasks
The Upgrade Process
Task 1: Installing Windows SharePoint Services 3.0 Binaries—In-Place/Gradual Upgrade Approach
Task 2: Running the Prescan Tool
Task 3: Running the SharePoint Products And Technologies Configuration Wizard
Task 4a: Upgrading and Migrating Windows SharePoint Services 2.0 Web Sites—In-Place Upgrade Approach
Task 4b: Upgrading and Migrating Windows SharePoint Services 2.0 Web Sites—Gradual Upgrade Approach
Task 4c: Performing a Content Database Migration
Post-Upgrade Tasks
Completing the Windows SharePoint Services 3.0 Installation
Confirming Upgraded Sites
Deprecated Features
Revert Web Site
Finishing the Upgrade Process
Redistributing Content or Sites As Needed
Summary
24. Upgrading from Microsoft SharePoint Portal Server 2003
Understanding Upgrade Options
Planning the Upgrade
Deprecated Features
Areas
Listings
Sites Directory
Search
Shared Services
My Site
SharePoint Portal Server Alerts
User Profiles and Audiences
Permissions
Single Sign-On
E-Mail Enabled Document Libraries
Custom Branding and Cascading Style Sheets (CSS)
Performing Pre-Upgrade Tasks
Performing the Upgrade Process
Task 1: Installing SharePoint Server 2007 Binaries—In-place/Gradual Upgrade Approach
Task 2: Running the Prescan.exe Tool
Task 3: Running the SharePoint Products And Technologies Configuration Wizard
Task 4a: Performing In-Place Upgrade of SharePoint Portal Server 2003 Web Sites
Task 4b: Performing a Gradual Upgrade
Task 4c: Performing the Content Database Migration
Performing Post-Upgrade Tasks
Summary
25. Upgrading Site Customizations and Custom Site Definitions to Microsoft Windows SharePoint Services 3.0
Windows SharePoint Services 2.0 Site Definitions and Unghosting
Custom Site Definitions
Exploring Windows SharePoint Services 3.0 Site Definitions
Windows SharePoint Services 2.0 Site Definitions versus Windows SharePoint Services 3.0 Site Definitions
Upgrading Your Customized Windows SharePoint Services 2.0 Site Definitions to Windows SharePoint Services 3.0
Changing a Windows SharePoint Services 2.0 Site Definition to Incorporate Version 3.0 Functionality
Upgrading Existing Sites with an Upgrade Schema Definition File
Upgrading Customized Pages
The _Layouts Virtual Directory
Upgrading Web Parts
Summary
VI. Extending Microsoft Office SharePoint Server 2007
26. Introducing Features
Understanding the Default Feature Files
Configuring Feature Components
Feature.xml File
Element Files
Element Examples
Table of Elements
Resource Files
Administering Feature Scope
Element Scoping
An Example of a Site Collection-Scoped Feature
Creating Features in Visual Studio 2005
Creating the Project Class Library
Creating the Feature.xml File
Associating Schema to a Feature
Generating the Feature GUID
Defining the Feature Scope and Other Feature Attributes
Creating Feature Element Files
Adding Toolbar Items
Adding a Menu Item
Creating the Menu File
Linking to a New Menu Item
Adding Element Files to the Feature.xml File
Installing and Activating a Feature
Deploying Features
Using Stsadm.exe and Feature Commands
Permissions for Deploying Features
Adding Feature Files to a Web Server File Location
Installing Features
Activating Features
Using Activation Dependencies and Scopes
Deploying Features by Using Solutions
Steps for Creating a Solution Package
Creating the Manifest.xml File
Creating the Diamond Directive File (.ddf)
Generate the CAB and WSP File
Deploying the Solution
Deactivating and Uninstalling Features
Updating an Existing Feature
Accessing Information with the Feature Object Model
Creating an Event Handler Feature
Synchronous and Asynchronous Events
Building the Solution
Creating a New Project Class Library
Adding a Reference
Signing the Project
Creating the Feature.xml and Elements.xml Files
Deploying and Testing a Feature
Implementing Feature Events
Instantiating the SPFeatureReceiver Class Provisioning Callouts
Creating the Feature Event File
Configuring the Feature.xml File for Feature Event
Including Features in Site Definitions
Creating a Custom Site Definition
Adding a Feature to the Site Definition
Removing a Feature from ONET.XML File
Summary
27. Using Microsoft Office SharePoint Designer 2007 with Microsoft Windows SharePoint Services 3.0
What Is Office SharePoint Designer 2007?
When Do You Use SharePoint Designer 2007?
Working with SharePoint Designer 2007
Opening SharePoint Sites
Getting to Know SharePoint Designer 2007
The Main Work Area
Working with Views
Configuring Contributor Settings
General
Folders
Creating Pages
Editing
Formatting
Images
SharePoint
Adding Contributor Settings to Site Templates
Creating New Files
Understanding Master Pages
Content Pages
Content Placeholders
Master Page Tokens
The Difference Between Application, Content, and Form Pages
Customize Master Pages
Customizing a Web Site
Cascading Style Sheets, WYSIWYG, and Tools
Auto Style Mode
Manual Style Mode
CSS IntelliSense
CSS Link Server Control
CSS Layouts
Site Definition
Revert To Template
Working With Data Integration
The Data Source Library
Adding a SharePoint List or Library
Adding a Database Connection
Adding an XML File
Adding a Server-side Script or RSS Feed
Adding an XML Web service
Creating a New Business Data Catalog View
Adding a Linked Source
Connecting to Another Data Source Library
Using the Data Form Web Part
Viewing Reports
Summary
28. Implementing Microsoft Windows Workflow Services
Benefits of Windows Workflow Foundation
Tools for Extending the Workflow Model
Understanding Workflow Architecture
Activity Management
Storing Source Files in Document Libraries
Workflow Markup Language
Compiling Source Files
Windows Workflow Authoring
Comparing SharePoint Designer 2007 and Visual Studio 2005 Designer
What Is the Same
What Is Different
Considerations
Building a Workflow by Using SharePoint Designer 2007
Creating a Workflow
Customizing the Workflow Initiation Settings
Configuring the Predefined Conditions and Activities
Conditions
Activities
Core Actions
Task Actions
Adding Conditional Branches to the Workflow
Generating the Workflow Definition Template and Deploying the Workflow
Using Custom Activities in SharePoint Designer 2007
Extending Built-in Business Document Workflows
Deploying a Workflow Created with Visual Studio 2005 Designer
Pre-Deployment Tasks
Performing Deployment and Activation
Post-Deployment Tasks
Summary
29. Microsoft Office SharePoint Server 2007 Web Parts
Creating and Modifying Web Part Pages
Adding Web Parts to a Page
Using the Web Part Gallery and Advanced Options
Browse
Search
Import
Web Part Galleries
Web Part List Filtering
Exporting Web Parts
Arranging Web Parts on a Page
Methods of Arranging Web Parts
Removing Web Parts
Modifying Web Part Settings
Web Part Properties
List Views
Connecting Web Parts
Customizing and Personalizing Web Parts
Summary of Built-In Web Parts
Libraries
Document Library
Form Library
Wiki Page Library
Picture Library
Data Connection Library
Translation Management Library
Slide Library
Reports Library
Communications
Announcements
Contacts
Discussion Board
Tracking
Links
Calendar
Tasks
Project Tasks
Issue Tracking
Survey
iView Web Part
WSRP Consumer
Content Rollup
Colleague Tracker
Colleagues
In Common Between Us
Memberships
My Links
SharePoint Documents
My Workspaces
Recent Blog Posts
Site Aggregator
Dashboard
Key Performance Indicators
KPI Details
Filters
Choice Filter
Current User Filter
Date Filter
Filter Actions
Page Field Filter
Query String (URL) Filter
SharePoint List Filter
SQL Server 2005 Analysis Services Filter
Text Filter
Filter Connections
Miscellaneous
Content Query
RSS Viewer
Summary Link
Table of Contents
Contact Details
Content Editor
Form
Image Web Part
Page Viewer
Relevant Documents
Site Users
User Tasks
XML
Outlook Web Access
Site Directory
Categories
Sites in Category
Top Sites
Summary
30. Microsoft Office SharePoint Server 2007 Disaster Recovery
Understanding and Documenting Your Environment
Documenting Your Infrastructure and Plan for Disaster
Network and System Administrators
Operating System
Third-Party Software
Network Components
Documenting Your Server Farm Configuration
Central Administration
WFE Servers
Search Server
Shared Services Provider
Excel Calculation Services
Documenting Your Farm Installation
Server Documentation
Post-Installation Changes
Testing Your Disaster Recovery Plan
Backing Up and Restoring SharePoint Server 2007
Performing Content Recovery
Document Versioning
Two-Stage Recycle Bin for Documents and Lists
Command-Line Tool stsadm.exe
Site Migration
Site Backup and Restore
Performing Disaster Recovery
SharePoint Server Native Backup and Restore
File Location
User Interface
Farm-Level Backup and Restores with stsadm.exe
Backups
Restoring
Restoring to an Alternate Server Farm
SQL Server Backup and Restore
Internet Information Services Backup and Restore
Implementing Fault Tolerance
Web Application Load Balancing
Application Server Load Balancing and Fault Tolerance
SQL Server Clustering
SQL Transaction Log Shipping
SQL Database Mirroring
Hardware Load Balancing
Storage Area Networks
Summary
31. Administrating Code Access Security
Architecture and Terminology
Identity-Based Security
Code Access Security
Permissions
Security Evidence
Security Policies
Calculating Permissions for Assemblies
Stack Walk Modifiers
Declarative Security
Setting a Secure Default Policy
Configuring Security Settings in the Web.config File
The SafeControls Section
The securityPolicy Section
The trust Element
Understanding Security Policy Files
The SecurityClasses and CodeGroup Sections
Permissions
Membership Conditions
Understanding Code Groups
The NamedPermissionSets Section
Creating Policy Files
Partially Trusted Callers
Calculating the Required Assembly Permission Set
Summary
A. About the Authors
Bill English
Coauthors
Contributing Authors
Index
SPECIAL OFFER: Upgrade this ebook with O’Reilly
Search in book...
Toggle Font Controls
Playlists
Add To
Create new playlist
Name your new playlist
Playlist description (optional)
Cancel
Create playlist
Sign In
Email address
Password
Forgot Password?
Create account
Login
or
Continue with Facebook
Continue with Google
Sign Up
Full Name
Email address
Confirm Email Address
Password
Login
Create account
or
Continue with Facebook
Continue with Google
Next
Next Chapter
Microsoft® Office SharePoint Server™ 2007 Administrator’s Companion
Add Highlight
No Comment
..................Content has been hidden....................
You can't read the all page of ebook, please click
here
login for view all page.
Day Mode
Cloud Mode
Night Mode
Reset