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SharePoint 2007: The Definitive Guide
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SharePoint 2007: The Definitive Guide
by Christopher J. Regan, Piotr Prussak, Christopher Pragash, Joris Poelmans, Nilesh
SharePoint 2007: The Definitive Guide
SharePoint 2007: The Definitive Guide
A Note Regarding Supplemental Files
Credits
Preface
Who This Book Is For
How This Book Is Organized
What You Need to Use this Book
Conventions Used in This Book
Using Code Examples
We’d Like to Hear from You
Safari® Books Online
Acknowledgments
1. Introducing Microsoft Office Sharepoint Server 2007
Collaboration
Features
Document collaboration
Wikis
Discussions
Blogs
Contacts
Calendars
Tasks
Email Integration
Outlook integration
Project management “lite”
Offline lists and documents
Portals
Features
Intranet template
News
Site directories
My Sites
People-finding
Social networking
Privacy
Enterprise Search
Features
Relevance
Business data search
Metadata
Customizable user experience
Extensibility
Enterprise Content Management
Features
Authoring
Workflow
Web publishing
Document management
Records Management
Policies
Multiple languages
Business Process and Forms
Features
Rich web forms
Self-service forms
Real-time data validation
Line-of-business actions
Pluggable Single Sign-On
Business Intelligence
Features
Excel Services
Report Center
Dashboards and KPIs
Business Data Web Parts
Business data in lists
SQL Reporting Services/AS Integration
Conclusion
2. Changes in the WSS Architecture
Microsoft Windows SharePoint Services Version 3.0
ASP.NET 2.0
Master Pages
Page Templates
Event Handlers
Site Definitions, Features, and Solutions
Internet-Style Security
Web Parts
Content Storage
Workflows
3. Installing SharePoint 2007
Introduction
Preinstallation
Licensing
Standard Versus Enterprise Edition
Hardware Requirements
Software Prerequisites
Client-side
Server-side
Installation
Post-Installation Tasks
4. Configuring a Multiserver Farm
Introduction
Planning for Scalability
Roles That Can Be Redundant
Roles That Cannot Be Redundant
Evaluating the Risks of Application Server Failures
Topologies
Implementing a Multiserver Farm
Before You Begin
Run Setup on the First Server
Recommended order of install
Steps
Conclusion
5. Designing SharePoint Sites
Introduction
Sites Versus Site Collections
Site Creation and Management
All Site Content
Document Center Site
News Site
The Report Center
Search
The Site Directory
Determining Which Type of Site to Create
Who Is the Target Audience?
What Site Content Will You Include?
Site Templates
Site Navigation
Establishing Site and Site Collection Access
Create a New Site Using Site Actions
Enabling Self-Service Site Creation
Create Sites and Site Collections from the Site Directory
Managing Sites from the Site Directory
View Site Collection Structure
Approving or Rejecting Sites
Deleting Sites
Editing Sites
Promoting a Top Site
Editing a Site Directly from the Site
Show New Categories on the Create Site Page
Add or Edit Site Directory Categories
Add a New Category
Edit or Delete Categories in Site Directory
Scan for Broken Links in Site Directory
Conclusion
6. Understanding the Datasheet and Explorer Views
Datasheet View
System Requirements and Browser Compatibility
Microsoft Office 2007
Microsoft Office 2003
Datasheet view availability in List Templates
Working with the Datasheet Table and Data
Types of errors
Table
Column
Row
Cell
Status bar
Toolbar
List
Document Library
Task Pane
Track this List in Access
Export to Access
Report with Access
Query list with Excel
Print with Excel
Chart with Excel
Create Excel Pivot Table Report
Explorer View
Explorer View Availability
Forms Folder
Check-In and Check-Out Capabilities
Security Behavior
Reader privileges
Workflow
Metadata
7. Applying Templates, Page Layouts, and Themes
Introduction
Site Templates
Default Site Templates
Collaboration Site Template
Meetings Site Templates
Enterprise Site Template
Publishing Site Template
Site Template and Page Layout Settings
Save a Site As a Site Template
Upload a Site Template into a Site Template Gallery
Change the Layout and Permissions in a Site Template Gallery
Delete a Site Template from a Site Template Gallery
Set Preferred Site Templates
What Is a Page Layout?
Create or Edit a Master Page
Set Preferred Page Layouts
Managing Site Themes and Images
Changing a Site’s Theme
Changing Default Images
Add a Company Logo Image
Change an Image on the Main Site Page
Conclusion
8. Creating Web Parts
Introduction
Default Web Parts
Content Editor Web Part
Form Web Part
Image Web Part
List View Web Part
Page Viewer Web Part
Site Users Web Part
XML Web Part
Select a Web Part Page
Customize a Web Part Page
Edit the Web Part Page Title Bar
Add a Web Part
Change the Layout of a Web Part Page
Connect Data in Web Parts
Types of Web Part Connections
Create or Edit Web Part Connections
Key Connection Submenu Commands
Provide Row To
Provide Data To
Get Sort/Filter From
Using the Configure Connection Dialog Box
Disconnect Web Parts
Using Content Editor Web Parts
Modifying a Content Editor Web Part
Using Form Web Parts
Connecting Form Web Parts
Customizing a Form Web Part
Using Image Web Parts
Image Web Part Properties
Connecting Image Web Parts
Using List View Web Parts
Connecting a List View Web Part to Another Web Part
Customizing a List or Library View
Custom Properties of the List View Web Part
Using Page Viewer Web Parts
Display Web Content in a Page Viewer Web Part
Using Site Users Web Parts
Adding Members to a Site Users Web Part Group
Using XML Web Parts
Custom Properties of the XML Web Part
Conclusion
9. Creating and Managing Document Workspaces and Libraries
Introduction
What Is the Significance of Document Libraries?
Utilizing Document Libraries
Creating a Document Library
Navigating to a Document Library
Uploading Documents to the Document Library
Uploading Documents from the Document Library
Uploading a single document using the document library Upload function
Uploading multiple documents using the document library Upload function
Uploading via the Explorer and Windows Explorer
Email-enabled document libraries
Organizing Documents
Organizing Documents
Creating custom columns
Creating a site column
Document library views
Creating views
Content types
Adding a new content type to a library
Document Management and Workflow
Document Management and Workflow
Workflow
Versioning and document approval
Document routing
Document Workspaces
Conclusion
10. Creating and Managing Meeting Workspaces
Introduction
Meeting Workspace Templates
Creating and Designing a Meeting Workspace Site
Creating a Meeting Workspace Site
Creating a Workspace Site When You Create an Event
Customizing a Meeting Workspace Site
Adding a List or Library to Your Workspace Site
Alternate Method of Adding a List or Library
Removing a List or Library View
Deleting a List or Library
Share Meeting Workspace Lists and Libraries
Other Ways to Modify a Meeting Workspace Site
Working with Pages in a Meeting Workspace Site
Adding a Web Page to a Meeting Workspace Site
Changing the Name of a Web Page
Changing the Order of Web Pages
Deleting a Web Page from a Meeting Workspace Site
Assigning and Tracking Tasks in a Meeting Workspace Site
Adding a Tasks List
Adding Tasks to a Tasks List
Updating Tasks in a Tasks List
Managing Attendees in a Meeting Workspace Site
Adding to the Attendees List in the Meeting Workspace Site
Editing the Attendees List
Deleting an Attendee from the List
Conclusion
11. Creating and Managing Discussions
Introduction
Discussion Group Views
Creating a SharePoint Discussion Board
Using the Default Discussion Board
Creating a New Discussion Board
Configuring a Discussion Board to Receive Emails
Starting the First Discussion
Customizing a Discussion Board
Creating a Custom View
Editing a View
Deleting a View
Participating in a Discussion
Starting a Discussion Thread
Replying to a Discussion Thread
Editing Discussion Thread Posts
Using the Discussion Board Rich Text Editor
Changing Your Personal View of a Discussion Board
Conclusion
12. Creating and Managing SharePoint Groups and Users
Introduction
Permission Groups
Adding and Configuring SharePoint Groups
Adding Users to a Group
Removing Users from a Group
Creating a New Group in SharePoint
Editing Group Permission Settings
Maintaining SharePoint Groups
Editing a Group List in Quick Launch
Configuring a Group Collection
Adding Groups to Summary Link Web Parts or Field Controls
Targeting Content Based on Group
Enabling Audience-Based Targeting in a List or Library
Displaying Targeted Items in a Separate Web Part
Targeting a Web Part to an Audience
Targeting Navigation Links to an Audience
Modifying Permissions to View Drafts by Group
Allowing Anonymous Users Access to SharePoint
Enabling Anonymous User Access to the Entire Site
Enabling Anonymous User Access to a List or Library
13. Creating and Managing Picture Libraries
Introduction
Slide Libraries
Creating Libraries
Creating a Picture Library
Create a Slide Library
Add Content to a Picture Library
Editing and Managing Images in a Picture Library
Requiring Check Out in a Picture Library
Checking Out, Editing, and Checking In an Image
Enabling Versioning in a Picture Library
Adding Images from a Picture Library to a Web Page
Adding an Image with the Page Image Field Control
Setting the Properties of an Image in the Page Image Field Control
Adding an Image in the Page Content Field Control Using HTML
Adding an Image in a Content Editor Web Part Using the Source Editor
14. Creating and Managing Lists
Introduction
Creating Lists
Creating a List Using a List Template
Creating a Custom List
Adding a Column to a List
Notes on Creating a Lookup Column
Notes on Creating a Calculated Column
Creating a List Based on Spreadsheet Data
Creating a Project Task List
Adding Tasks to a Project Task List
Viewing a Project Task List
Editing and Deleting Tasks in a Project Tasks List
Creating and Modifying RSS Support for Lists
Managing List Templates
Creating a List Template
Modifying List Template Properties
Downloading a List Template to Your Hard Drive
Uploading a List Template to a SharePoint Site
Deleting a List Template from a List Template Gallery
Managing Large Lists
Indexing a List Column
Creating a Filtered View of an Indexed Column
Adding an Indexed Column to an Existing Filtered View
15. Business Intelligence and SharePoint
Introduction
The Report Center
Creating and Customizing Dashboards
Excel Services Web Access
Touring Excel Services Web Access
External Data Sources
Filter Web Part Information
Using Key Performance Indicators (KPIs)
Performance Management
Data Analysis and Reporting
Data Management
Document Management
Data Analysis Publication
Data Warehousing
Exporting a Table from Access to SharePoint
Exporting Data from SharePoint to Access
Editing Data Linked from Access to SharePoint
Moving an Access Database to SharePoint
16. Sharing Contacts and Meetings with Outlook
Introduction
SharePoint, Outlook 2007, and Collaboration
SharePoint, Outlook, and OneNote 2007
Outlook 2007 and SharePoint My Site
Enabling Email Support in Central Administration
Enabling Incoming Email Support
Configuring Email Support During Site Creation
Enabling Email Support for Lists and Libraries
Enabling Email Support for an Announcements List
Enabling Email Support for a Calendar List
Enabling Email Support for a Discussion Board
Enabling Email Support for a Library
Sending an Email to a List or Library
Synchronizing SharePoint and Outlook Documents
Outlook Web Access
Using Email Servers
Conclusion
17. Creating, Editing, and Managing Word Documents with SharePoint
Introduction
Content Types and Document Libraries
Enabling Document Library Support for Multiple Content Types
Adding a Content Type to a Document Library
Creating a Content Type
Changing the Order of Content Types
Associating a Document Template to a Content Type
Adding a Column to a Content Type
Managing Document Library Workflow
Configuring Workflow in a Document Library
Using Workflow in a Document Library
SharePoint, Word 2007, and Collaboration
Comparing Document Versions
Adding an Entry to Your SharePoint Blog from Word
18. Creating, Editing, and Managing Excel Documents with SharePoint
Introduction
Office Excel 2007 and Excel Services
Publishing and Viewing an Excel Workbook in an Excel Web Access Web Part
Enabling Trusted File Locations in Central Administration
Publishing an Excel Workbook to a SharePoint Document Library
Working with Excel Web Access Data in Office Excel 2007
Saving Excel Workbooks from Excel Services
Saving Excel Snapshots from SharePoint Excel Services
Opening an Excel Workbook or Snapshot from Excel Web Access
Printing from Excel Services
Printing from Internet Explorer
Printing a Saved Excel Workbook or Snapshot
Printing a Saved Excel Workbook or Snapshot Using Quick Printing
Connecting a List View Web Part to Excel Web Access Web Part
Connecting Web Parts Using an Excel Workbook URL
Connecting Web Parts by Using an Excel Named Item
Finding and Calculating in Excel Services
Calculating and Recalculating in Excel Services
Finding Values with Excel Services
19. Creating in SharePoint Designer 2007
Introduction
Master Pages
Customizing Sharepoint Sites
Building SharePoint Applications
Creating Basic Workflows
Managing SharePoint Sites
Conclusion
20. InfoPath and SharePoint
Introduction
Improvements in InfoPath 2007
InfoPath Forms Architecture
Configuring InfoPath Forms Services
Manage Form Templates
Configure InfoPath Forms Services
InfoPath and SharePoint Integration Overview
Forms Deployment
Publishing to the Form Library
Publishing InfoPath Forms As a Site Content Type
Administrative Deployment
Preparing the Form for Administrative Deployment
Property Promotion and Property Demotion
Configuring Property Promotion
Configuring Property Demotion
Using Property Demotion
Document Information Panel
Creating a Sample Content Type
Designing an InfoPath Form for the Demo Content Type
Conclusion
21. Designing SharePoint My Sites
Introduction
Using Your My Site
Tracking Members
Tracking Links
Tracking Document Approval
Storing and Sharing Documents
Storing and Sharing Information on My Site
Creating Workspaces in My Site
Adding Basic Information to My Site
Describing Yourself to My Site
Adding a Web Part to My Site
Learning More About My Site
Adding a Site Tab to My Site
Creating a Site Tab for a Site Where You Are a Member
Creating a Site Tab for a Site Where You Are Not a Member
Managing Your My Site
Adding Views to a My Site Web Part
Filtering Site Tabs on Your My Site Web Part Bar
Deleting a Site Tab from Your My Site Web Part Bar
Viewing Tasks in My Site
Configuring Privacy Groups in My Site
Restricting Views of Your My Site
Testing Restricted Views
Managing My Colleagues in My Site
Adding a Member to My Colleagues
Removing a Colleague from My Workgroup
Setting Alerts in My Colleagues
Organizing Colleagues Using Functional Groups
Deleting Members in My Colleagues
Customizing My Site with Role-Based Templates
22. Applying Security to Your SharePoint Site
Topology Design Considerations
Environment-Specific Security Guidance
Internal team or department
Internal IT-hosted
External secure collaboration
External anonymous access
Network Topology Design Considerations
Topology design for externally accessible sites
Topology design for team or department sites
Data Segregation Considerations
External secure collaboration and external anonymous access sites security considerations
Internal team or department or IT-hosted site security considerations
Secure Topology Design Checklists
Server Hardening
Windows Server Hardening
Use only NTFS filesystems
Update your server
Security Configuration Wizard
Additional references
Internet Information Services Hardening
Limit installed services
Inetpub directory placement
Limit anonymous access
Additional references
SQL Server Hardening
Additional SQL Server security references
SharePoint Authentication
Windows Authentication Provider
NT LAN Manager (NTLM)
Kerberos
Forms Authentication Provider
SQL Server authentication
LDAP server authentication
Active Directory
Web SSO with ADFS
Multiple Authentication Providers
Use of Client Certificates
Single Sign On
Utilizing Encryption
Site SSL Encryption
Proper use of SSL encryption
Enabling SSL encryption
Intra-Server IPsec Encryption
Disk Encryption
Levels of Administrative Rights
Farm/Server Administrative Rights
Shared Services Provider (SSP) Administrative Rights
Site Collection Administrative Rights
SharePoint Site Permissions and Groups
SharePoint Site Permission Levels
Full control
Design
Contribute
Manage hierarchy
Read
Restricted read
View only
Limited access
Creating and Editing Permission Levels of Groups
SharePoint Groups
Object Security Functionality
Site-Level Permissions
Configuring site level permissions
Advanced Permissions
Library-Level Permissions
Permission inheritance
Removal of permissions
Modification of permissions
Access requests
Folder-Level Permissions
Document-Level Permissions
List-Level Permissions
Item-Level Permissions
Protecting SharePoint Sites with Microsoft ISA Server
Antivirus Usage
File-Level Antivirus
SharePoint VSAPI Antivirus
Antivirus Vulnerabilities
Other Security Considerations
Network Security
Physical Security
Admittance authentication and restrictions
Facility considerations
User Security Awareness Training
Host Intrusion Prevention Systems
Maintaining a Secure Environment
Patch Management
Vulnerability Assessment
Professional vulnerability assessment
Conclusion
23. SharePoint Administration
Introduction
Common Central Administration Tasks
Operations Page
Services on server
Outgoing Email Settings
Incoming Email Settings
Antivirus
Blocked File Types
Information Management Policy Configuration
Information Policy Usage Reports
Usage analysis processing
Alternate access mapping
SharePoint backup and restore
Information Rights Management
Application Management Page
Creating web applications
Define Managed Paths
Web Application General Settings
Creating a site collection
Quota templates
Authentication providers
Workflow Settings
Top-Level Site Administration
Site Administration
Conclusion
24. Upgrading from SharePoint Portal Server 2003
Introduction
Supported Topologies
Prerequisites for Upgrade
Perform Preupgrade Steps
Possible Upgrade Options
In-Place Upgrade
Gradual Upgrade
Gradual Upgrade
Upgrade sites
Create a new web application to host upgraded sites
Upgrade Site Collections.
Upgrading the Portal Using Database Migration
Preparing the New Office SharePoint Server 2007 Environment
Adding Databases to the Web Application
Perform Post-Upgrade Steps
Revert to a Previous Version Site (Office SharePoint Server)
Checklist for Reviewing Upgraded Sites
Web Parts
Styles and Appearance
Areas
Customized (unghosted) pages
Common Issues
Known Issues for Preupgrade Scanning
Upgrade is blocked if you use “localhost” as your server name
Known Issues for In-Place Upgrade
Known Issues for Gradual Upgrade
Known Issues for Database Migration
Known Issues for Customized Sites
25. Using Server-Side and Client-Side Web Parts
Introduction
Web Parts for Power Users and Business Users
Web Parts and MOSS
Built-in Web Parts
Web Part Architecture
Physical Resources
Web Parts for Administrators
Installing Web Parts
Troubleshooting Web Parts for Administrators
Web Parts for Web Masters and Web Developers
Using Web Parts on Pages
Web Part Configuration
Configuring Connected Web Parts
Development Environment for MOSS
Developing Web Parts with Visual Studio 2005
Visual Studio 2005 Extensions for WSS
Behind the scenes
Building Web Parts from Scratch
Developing Complex Web Parts
Conclusion
26. Using SharePoint Web Services
Introduction
Services Associated with MOSS and WSS
Key Elements and Data Structures
Invoking Web Services
Using Microsoft Office to Call Web Services
Using WebService Studio
Changing a Web Service Configuration with MOSS and IIS
Utilizing Web Services with Visual Studio
Related APIs
FrontPage RPC
WebDAV
Programming Custom Web Services
Conclusion
27. Using SharePoint Server for Search
Introduction
Search from the End User’s Perspective
Search Elements Across Pages
Using Search
Search Web Parts and Search Center
Different Features of Search
Architecture of Indexing and Search
Architecture of Indexing and Search
Data flow across processes
Backup of indexes
Server architecture
Administering Search Services
Advanced Configuration Options
Advanced Configuration Options
Application Management: Manage Search Service
MOSS Content Source configuration
Authoritative pages
Search Query/Results Monitoring
Search Configuration in Sites and Site Collections
Adding Custom Column to Search
Extensibility Options Associated with Search
Extensibility Options Associated with Search
Specialized SQL syntax
URL syntax
Conclusion
28. Using the SharePoint Object Model
Exploring the Microsoft.SharePoint Namespace
Accessing a Site Collection with SPSite
Accessing a Site Collection from Within a Web Part
Accessing a Specific Site with SPWeb
Handling Files and Folders in SharePoint
Working with Web Parts and Web Part Pages
Accessing SharePoint Lists and Libraries Through Code
Using the Enhanced Events Framework to Back Up SharePoint Sites Upon Deletion
Implementing a Security Rollup Web Part
Handling Authorization Information: The ISecurableObject Interface
Running Code with Elevated Privileges
Implementing an Auditing Solution in WSS 3.0
Performing Cross Site Queries with Microsoft.SharePoint.SPSiteDataQuery
The Features Framework
Deploying Customizations with SharePoint Solutions
Visual Studio 2005 Extensions for WSS
Working with the Microsoft Office SharePoint Server 2007 Class Libraries
Developing Against the Business Data Catalog
Building Custom Search Applications with Microsoft.Office.Server.Search.Query
User Profiles and the My Site
InfoPath Forms Services: Using the XMLFormView Control
Conclusion
29. Web Content Management
Introduction
Architecture
Creating and Configuring a SharePoint WCM-Enabled Site
Create a WCM-Enabled Site
Customizing a WCM-Enabled Site
Creating a Custom Master Page
Creating a Custom Layout Page
Customizing the Navigation
Creating a Welcome Page
Creating an Article Page
Configuring Anonymous Access
Content Publishing
Content Deployment
Content Scheduling
Site Variations
Smart Client Authoring
Configuring document converters for SharePoint 2007
Using document conversion
Conclusion
Index
About the Authors
Colophon
Copyright
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A Note Regarding Supplemental Files
SharePoint 2007: The Definitive Guide
James Pyles
Christopher M. Buechler
Bob Fox
Murray Gordon
Michael Lotter
Jason Medero
Nilesh Mehta
Joris Poelmans
Christopher Pragash
Piotr Prussak
Christopher J. Regan
Beijing • Cambridge • Farnham • Köln • Sebastopol • Tokyo
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