Microsoft SharePoint Technologies

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ISBN: 9781555583019 | 1555583016
Cover: Paperback
Copyright: 11/17/2004

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"Microsoft SharePoint Technologies" provides an in-depth examination of the tasks involved in planning, designing and deploying the product in the enterprise: from the user's perspective, the administrator's perspective, and the application developer's perspective. It looks at how readers can maximize their investment by integrating the SharePoint Portal Server with other enterprise applications in their environment.

Foreword

xvii

Preface

xix

Acknowledgments

xxi

Part I Introduction to SharePoint Products and Technologies

How Did We Get Here?

(10)

From whence we came

(5)

Wasn't Exchange meant to be the collaboration platform?

(4)

What else was going on?

(1)

2003---A vintage year for collaboration

(2)

The collaboration ecosystem

(1)

Delivering the strategy

(3)

Exchange Server 2003

(1)

Windows SharePoint Services and SPS

(1)

Live Communications Server

(1)

Windows SharePoint Services

(40)

Providing the foundation for collaboration

(1)

Main architectural ingredients

(2)

A WSS site---major components and structures

(3)

Introducing Web Part Pages and Web Parts

(1)

Introducing site definitions, configurations, and custom templates

(2)

Lists

(4)

Views

(2)

Libraries

(3)

Document templates

(1)

Managing library items

(2)

Accessing WSS content

(5)

Actions

(1)

Alerts

(1)

A brief look at site management

(1)

Security

(8)

Site creation and user management

(1)

User rights

(1)

Site groups

(1)

Cross-site groups

(1)

Becoming a member of a site

(2)

Requesting access

(1)

Subsite permissions

(1)

Per-list permissions

(1)

Authentication

(1)

Anonymous access

(1)

Other considerations

(1)

SQL tables and WSS sites

(8)

SQL databases

(1)

Configuration database

(1)

Initial site creation

(3)

User information

(3)

``Office'' Integration

(34)

Building on the framework

(1)

General WSS enhancements with Office

(7)

Uploading multiple items into a library

(2)

Creating new items in a library

(2)

Using the Outlook Address Book

(3)

Saving Office documents to WSS libraries

(5)

Property promotion

(3)

Opening and saving documents through Office applications

(2)

Working with WSS lists and Excel/Access

(4)

Importing or saving from Excel to a list

(1)

The Datasheet view

(2)

Synchronizing with Excel

(1)

The Shared Workspace task pane

(2)

Document workspaces

(4)

Meeting workspaces

(1)

Linking lists to Outlook

(3)

InfoPath and form libraries

(2)

Alerts and Outlook

(1)

Exchange public folders and WSS libraries

(1)

Outlook Web Access Web Parts

(3)

SharePoint Portal Server

(26)

Differentiating WSS and SPS

(1)

Major SPS components

(1)

What does SPS require of WSS?

(2)

Portal areas

(4)

A word about SPS URLs

(2)

Portal content navigation

(2)

Portal listings and news

(2)

Security

101

(1)

Site directory

102

(2)

Connecting team sites to a portal site

104

(1)

Alerts

105

(2)

Enterprise application integration

107

(6)

Single sign-on

110

(3)

People and Personalization

113

(14)

Site personalization

114

(2)

Profiles

116

(3)

Personal sites (My Site)

119

(3)

Audience targeting

122

(1)

Smart Tag and Presence information

123

(4)

127

(40)

Terminology

127

(1)

Major search components

128

(3)

Searching with WSS

131

(5)

Searching with SPS

136

(3)

Implementation and management options

139

(13)

Content indexes

139

(4)

Content sources

143

(3)

Content source groups and search scopes

146

(6)

What does it all mean to the end user?

152

(1)

Combining WSS and SPS search

153

(4)

Two indexing engines = two lots of resources

156

(1)

Monitoring and customizing the search experience

157

(2)

Tweaking the Search Web Parts

157

(1)

Using the Search page: search.aspx

158

(1)

Calling the Search Web Service

158

(1)

Using the SPS Object Model

158

(1)

Shared Services considerations

159

(8)

Deploying a hierarchy of portal sites

159

(8)

Part II Planning, Deployment, and Operations

SharePoint Products and Technologies Architecture

167

(32)

Windows Server 2003 and IIS

167

(8)

Windows Server 2003 editions

167

(1)

Introduction to IIS 6.0

168

(3)

ASP.NET processing in IIS 6.0

171

(3)

Network load balancing

174

(1)

SharePoint Products and Technologies architecture

175

(3)

Building on top of IIS and ASP.NET

176

(2)

WSS architecture

178

(4)

Physical architecture components

180

(2)

SPS architecture

182

(5)

Physical architecture components

183

(4)

SPS Shared Services

187

(1)

Database services

188

(3)

Database communication

189

(1)

Database security options

190

(1)

Security architecture

191

(8)

Authentication and authorization

192

(2)

Data communication security options

194

(5)

Planning SharePoint Features

199

(36)

Getting to know the requirements

199

(1)

Solving your deployment jigsaw puzzle---which core server products might you need?

200

(8)

WSS or SPS 2003?

200

(2)

Microsoft Content Management Server 2002

202

(3)

Microsoft Office Project Server 2003

205

(1)

Microsoft BizTalk Server 2004

206

(1)

Live Communications Server 2003

207

(1)

Choosing the right account mode for WSS

208

(1)

Performing site-usage analysis

208

(4)

Retiring old sites with site-collection use confirmations

212

(3)

Setting site quota limits

215

(2)

Considering SPS Shared Services

217

(2)

Using SPS user profiles

219

(2)

Planning SPS search architecture

221

(5)

Which content types to index

222

(1)

Planning content indexes and content sources

223

(2)

Planning search scopes

225

(1)

Impact of Web Parts

226

(7)

Review of out-of-the-box functionality

226

(1)

Overview of custom Web Parts

227

(1)

Impact of Web Parts on the deployment

228

(4)

Managing and supporting custom Web Parts

232

(1)

Impact of customizations

233

(2)

Planning the Deployment Architecture

235

(28)

Overview of deployment sizing

235

(8)

Performance-testing methodology

236

(1)

Estimating required throughput for SharePoint Products and Technologies

237

(2)

Recommended application limits

239

(4)

Global deployment considerations

243

(3)

Addressing multiple languages

243

(1)

Distributed or regionalized server deployment

244

(2)

Sizing Windows SharePoint Services

246

(6)

Web front-end scalability

246

(1)

SQL server impact

247

(2)

Network impact

249

(1)

Choosing the right hardware topology

249

(2)

High-availability considerations

251

(1)

Sizing SPS 2003

252

(4)

Differences with Windows SharePoint Services

252

(2)

Choosing the right hardware topology

254

(2)

Search Service scalability

256

(1)

Disk subsystem planning

256

(2)

Database sizing

257

(1)

Search index sizing

258

(1)

Planning backup and restore

258

(5)

Out-of-the-box backup options

259

(1)

Backup-disk subsystem impact

260

(1)

Third-party backup solutions

261

(2)

Deploying SharePoint Technologies

263

(30)

Preparing for deployment

263

(12)

Preparing service accounts

263

(3)

Preparing the DNS architecture

266

(2)

Configuring the operating system for SharePoint deployment

268

(2)

Changing SQL Server ports

270

(1)

Configuring IIS for SharePoint Products and Technologies

271

(4)

Deploying Windows SharePoint Services

275

(8)

Installing Windows SharePoint Services

275

(1)

Configuring account and database settings

276

(2)

Configuring server settings and defaults

278

(1)

Extending virtual servers with Windows SharePoint Services

279

(2)

Server farm considerations

281

(1)

Configuring Windows SharePoint Services features

282

(1)

Deploying SharePoint Portal Server 2003

283

(9)

Installing SharePoint Portal Server 2003

283

(4)

Configuring account and database settings

287

(1)

Configuring SharePoint Portal Server topology

288

(1)

Server farm considerations

288

(2)

Creating SharePoint portal sites

290

(1)

Configuring Portal Server settings

291

(1)

Service packs and hotfixes

292

(1)

Migrating Data to SharePoint Products and Technologies

293

(34)

Migrating within SharePoint Products and Technologies

293

(9)

Tools and technologies to migrate between environments

294

(2)

Using Smigrate to move WSS spaces

296

(2)

Using STSADM to move content

298

(2)

When a company's structure changes

300

(2)

Approaching migrations from other platforms

302

(7)

Addressing functionality gaps and the user experience

303

(2)

Data structure

305

(2)

Versions and metadata

307

(1)

Identity mapping

308

(1)

Migration tools and technologies

309

(5)

Building a migration framework

309

(2)

Community effort: Custom SharePoint import/export tools

311

(3)

Commercial offerings

314

(1)

Migrating from legacy environments with the custom import/export tools

314

(13)

What data to move across

314

(2)

Migrating from Windows File Shares

316

(4)

Migrating from Exchange Public Folders

320

(2)

Migrating from Lotus QuickPlace

322

(2)

Migrating from Documentum eRoom

324

(3)

Supporting and Managing a SharePoint Deployment

327

(22)

Supporting SharePoint Products and Technologies

327

(9)

Planning a support strategy

327

(3)

Planning an operational model

330

(2)

Planning Service-Level Agreements

332

(2)

Expected support-call volume

334

(1)

Staffing an operational team

335

(1)

Proactive support strategy

336

(3)

Pathway to production

336

(1)

Active monitoring

337

(2)

Passive analyzing

339

(1)

Performance monitoring

339

(4)

Monitoring strategy

339

(1)

Identifying future bottlenecks

340

(3)

Managing SharePoint Products and Technologies

343

(6)

Managing sites and portal areas

343

(1)

Managing Search

344

(1)

Other common management tasks

344

(1)

Common support issues

345

(4)

Part III Customizing and Extending SharePoint

Introduction to SharePoint Development

349

(16)

Development architecture overview

349

(6)

IIS

352

(1)

Internet server API

352

(1)

ASP.NET handler

353

(2)

Enabling ASP.NET applications to coexist with SharePoint

355

(2)

SharePoint page rendering and Web Part overview

357

(2)

SharePoint site definitions and templates

359

(2)

SharePoint OM

361

(2)

SharePoint Web services

363

(1)

Developing SharePoint applications

363

(2)

Web Part Development

365

(72)

What is a Web Part?

365

(2)

Creating a Web Part Page

367

(1)

Adding, modifying, and arranging Web Parts

368

(12)

Adding Web Parts

369

(4)

Modifying Web Parts

373

(5)

Arranging Web Parts

378

(2)

Removing a Web Part from a Web Part Page

380

(1)

Creating a simple Web Part

380

(12)

Web Part component files

381

(1)

Getting started

382

(4)

Coding the Web Parts

386

(5)

Deploying the Web Part

391

(1)

Web Part infrastructure

392

(2)

Web Part rendering process

392

(2)

Web Part properties and methods

394

(23)

Implementing child controls

397

(3)

Customizing the Web Part menu

400

(4)

Tool Panes and Tool Parts

404

(13)

Web Part connections

417

(20)

Connection interfaces

418

(2)

Connection processing

420

(17)

Deploying and Debugging Web Parts

437

(30)

Code Access Security

437

(9)

Trust level

438

(1)

Policy files

439

(7)

CAS implementation

446

(5)

Raising the trust level for all SharePoint sites

447

(1)

Deploying Web Parts to the GAC

447

(1)

Create a custom policy file

448

(3)

Deploying Web Parts

451

(11)

Packaging Web Parts

453

(1)

Creating a cabinet file

454

(2)

Deploying a Web Part Package

456

(4)

Web Part Galleries

460

(2)

Debugging Web Parts

462

(5)

Configuring SharePoint Server

464

(1)

Configuring a remote computer

465

(2)

Customizing SharePoint Using FrontPage 2003

467

(84)

Microsoft Office FrontPage 2003

467

(1)

Editing a SharePoint site with FrontPage 2003

467

(1)

Features of FrontPage 2003

468

(17)

WYSIWYG editing

469

(1)

Quick Tag tools

470

(2)

Image tracing

472

(1)

Table and cell layout

473

(1)

Themes

474

(2)

Dynamic templates

476

(9)

Web Part and list integration

485

(13)

Web Part Pages

486

(1)

Web Part zones

487

(1)

Web Parts

488

(6)

Lists and libraries

494

(4)

Data views

498

(22)

Data sources and Data views

499

(1)

The Data Source Catalog

499

(5)

Inserting the Data view

504

(1)

Selecting the table style

505

(3)

View style options

508

(1)

Adding fields to the Data view

508

(3)

Formatting the Data view

511

(1)

Filtering data

511

(2)

Sorting and grouping data

513

(2)

Conditional formatting

515

(1)

Web Part formatting

516

(1)

Inserting subviews

517

(1)

Connecting Data views

518

(1)

Converting lists to Data views

519

(1)

Customizing menus

520

(8)

Customizing the navigational structure

520

(3)

Collapsing navigation bars

523

(5)

Web Packages

528

(1)

Web Log Web Packages

529

(16)

What is blogging?

530

(1)

Functionality overview

531

(10)

Creating a Web log site

541

(1)

Setting up your Web log site

542

(3)

Ghosting and FrontPage 2003

545

(2)

Setting up your site to restrict access through FrontPage

547

(1)

FrontPage 2003 features disabled when editing an SPS site

548

(3)

Customizing and Extending SharePoint

551

(78)

Basic customizations

551

(7)

Changing the title of the Web Part Page

553

(1)

Replacing the logo

554

(2)

Merging the SPS horizontal menu bars

556

(2)

Customizing the SharePoint stylesheets

558

(7)

Creating the custom stylesheet

560

(1)

Removing the logo that appears on the menu bar

561

(1)

Changing the background color of the top menu bar

562

(1)

Reducing the height of the menu bar

562

(2)

Removing the background color associated with the search boxes

564

(1)

Custom themes

565

(3)

Site definitions

568

(27)

ONET.XML

570

(21)

Site-definition banners and footers

591

(1)

WEBTEMP.XML

592

(3)

Creating a custom site definition

595

(1)

Custom templates

596

(5)

Site definition advantages

600

(1)

Site definition disadvantages

600

(1)

Custom template advantages

600

(1)

Custom template disadvantages

600

(1)

SharePoint object model overview

601

(8)

Creating a SharePoint ASP.NET Web application

603

(2)

Coding a SharePoint application

605

(4)

Leveraging the event architecture

609

(11)

Accessing SharePoint data using Web Services

620

(8)

Conclusion

628

(1)

Index

629

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Microsoft SharePoint Technologies

Summary

Table of Contents

Supplemental Materials