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Microsoft® Office SharePoint® Server 2007: The Complete Reference

Microsoft® Office SharePoint® Server 2007: The Complete Reference

Authors: David Sterling

Published: September 2007

eISBN: 9780071596664 0071596666 | ISBN: 9780071493284

Contents

Acknowledgments

Introduction

1 MOSS: The Complete Reference

Origins of SharePoint

The Birth of SharePoint Technologies

SharePoint Today

Anatomy of SharePoint

Summary

2 SharePoint Architecture

Breakdown of the Architecture

SharePoint Core

SharePoint Server Roles

SharePoint Shared Services

SharePoint Sites and Pages

Features and Solutions

Personalization

Services

Summary

3 The Business Side of SharePoint

SharePoint Governance

Site Governance

Site Policies

Site Templates

Content Governance and Education of Users

Methodology Overview

Breakdown of the Steps

Summary

4 Installation Planning

Planning Your Install

Planning the Network and Validating Connectivity

Choosing the Authentication Method

Domain Account and Active Directory Creation Modes

SharePoint Server Configurations

Single Server

Small Server Farm

Medium Server Farm

Large Server Farm

SharePoint Backup and Disaster Recovery Planning

Server Farm Summary

Hardware Requirements

Using Virtual Machines

Software Requirements

Web and Application Servers

SQL Server

Development Systems

Summary

5 Installing SharePoint

Installation Issues to Avoid

Set Up Windows Network and Windows Load Balancing

Testing the Network

Setting Up Load Balancing

Testing Load Balancing

Stopping Load Balancing

Step-by-Step Installation Checklists

Active Directory Accounts (Server Farm) Installation Checklist

SQL Server (Server Farm) Installation Checklist

Web/Application Servers (Server Farm) Installation Checklist

Complete Installation (Single Server) Installation Checklist

Step 1: Defining SharePoint Domain Accounts

Creating Accounts and SharePoint Administrators Group

Step 2: Installing the Operating System

Install the OS (All Server Types)

Post Install (Servers Joining an Existing Domain)

Step 3: Installing Internet Information Services

Install IIS Using the Wizard

Install IIS Using Manual Configuration

Upgrading from an Existing Windows 2000 Server

Step 4: Install .NET Frameworks

Set Up IIS to Use the Correct Framework

Step 5: Installing AD, DNS, and DHCP (Development Only)

Adding Domain Accounts

Step 6: Install E-mail Services (Development Only)

Step 7: Run Windows Update

Step 8: Install SQL Server (SQL Server in Farm or Development)

Installing SQL Server 2005

Account Setup in SQL

Apply SQL Server Service Pack 1

Apply SQL Server Service Pack 2

Step 9: Install Visual Studio (Development or QA)

Software Installation

Post Install

Adding Workflow Extensions

Apply the Visual Studio Service Packs 1 & 2

Prepare for SharePoint

Step 10: Install Microsoft Office (Development or QA)

Step 11: Installing SharePoint 3.0

Basic Install Overview (Single Server)

Advanced Install Overview (Server Farm Members)

Step 12: Install SharePoint Extensions for Visual Studio

Summary

6 Post-Install Configuration

Administrative Tasks

Where to Start

Adding the Application Pool Accounts to SQL

Checking for Install Errors

SQL Settings and Correcting Common Errors

Where to Now?

Overview of the SharePoint Administration Command-Line Tool

Overview of SharePoint 3.0 Central Administration

Post Install Administrative Tasks

Step-by-Step Configuration

Adding Servers to the Farm

Assigning Services to Servers

Setting Incoming E-mail Settings

Setting Outgoing E-mail Settings

Creating SharePoint Sites and Setting Up Shared Services

Configure Workflow Settings

Configure Session Throttles for InfoPath Forms Service (MOSS Only)

Add/Change Excel Services Trusted Locations (MOSS Only)

Service Level Settings for Shared Services (MOSS Only)

Create Alternate Access Mapping

Check Services Enabled in this Farm

Diagnostic Logging Settings (Optional)

Enable SSO in the Farm (Optional)

Add Antivirus Protection (Optional)

Post-Configuration Steps

Update Application Settings

Enable Enterprise Features (MOSS Only)

Check the System Event Logs

Joining an Existing Server Farm

Removing a Server from the Farm

Starting Windows Load Balancing Services

Repairing or Uninstalling SharePoint

Repairing

Uninstalling

Summary

7 Exploring SharePoint Central Administration

Using Central Administration

Central Administration Home

Central Administration Operations

Backup and Restore

Perform a Backup

Backup and Restore History

Backup and Restore Job Status

Data Configuration

Default Database Server

Data Retrieval Service

Content Deployment (MOSS Only)

Content Deployment Paths and Jobs

Content Deployment Settings

Check Deployment of Specific Content

Application Management

SharePoint Web Application Management

SharePoint Site Management

Create Site Collection

Delete Site Collection

Site Use Confirmation and Deletion

Quota Templates

Site Collection Quotas and Locks

Site Collection Administrators

Site Collection List

Application Security

Security for Web Part Pages

Self-Service Site Management

User Permissions for Web Application

Policy for Web Application

Authentication Providers

External Service Connections

Records Center

HTML Viewer

Document Conversions

Office Search (MOSS Only)

Manage Search Service

InfoPath Forms Services (MOSS Only)

Manage Form Templates

Configure InfoPath Forms Services

Upload Form Template

Manage Data Connection Files

Manage the Web Service Proxy

Office SharePoint Server Shared Services (MOSS Only)

Create or Configure This Farm’s Shared Services

Grant or Configure Shared Services Between Farms

Check Services Enabled in this Farm

Configure Session State

Workflow Management (MOSS Only)

Workflow Settings

Shared Service Provider Administration

Summary

8 SharePoint Site Administration

Site Collection Site Administration Group

Users and Permissions

View Existing Users and Groups

Add/Modify User/Security Group to Site or Site Group

Delete User/Security Group to Site or Group

Add/Modify SharePoint Site Group

Enable/Disable Site Permissions

Manage Permissions Level Groups

Site Collection Administrators

Advanced Permissions

Look and Feel Group

Master Page (MOSS)

Title, Description, and Icon

Navigation (MOSS)

Page Layouts and Site Templates (MOSS)

Welcome Page (MOSS)

Tree View

Site Theme

Top Link Bar (WSS)

Quick Launch (WSS)

Save Site as Template (WSS)

Reset to Site Definition

Searchable Columns (MOSS)

Galleries Group

Master Pages (WSS)

Site Content Types

Site Columns

Site Templates

List Templates

Web Parts

Workflows

Master Pages and Page Layouts (MOSS)

Site Administration Group

Regional Settings

Site Libraries and Lists

Site Usage Reports

User Alerts

RSS

Search Visibility

Sites and Workspaces

Site Features

Delete This Site

Related Links Scope Settings (MOSS)

Site Output Cache (MOSS)

Content and Structure (MOSS)

Content and Structure Logs (MOSS)

Site Collection Administration Group

Search Settings (MOSS)

Search Scopes (MOSS)

Search Keywords (MOSS)

Recycle Bin

Site Directory Settings (MOSS)

Site Collection Usage Reports (MOSS)

Site Collection Features

Site Hierarchy

Portal Site Connection

Site Connection Audit Settings (MOSS)

Audit Log Reports (MOSS)

Site Collection Policies (MOSS)

Site Collection Output Cache (MOSS)

Site Collection Cache Profiles (MOSS)

Site Collection Object Cache (MOSS)

Variations (MOSS)

Variation Labels (MOSS)

Variation Logs (MOSS)

Translatable Columns (MOSS)

9 Exploring the SharePoint User Interface

SharePoint for Users

Where to Start

Site Components

Site Templates

Exploring Sites

Creating Sites

Using the Recycle Bin

Summary

10 Working with MOSS Sites, Office Workspaces, and Site Pages

Site Topology in MOSS

Creating MOSS Sites (Portal Level)

Setting Site Creation Permissions

Using the MOSS Site Content and Structure Page

Creating MOSS Sub Sites (Site Directory)

Creating Workspace Sites from Microsoft Office

Creating Pages

Accessing Pages

Creating a Basic Page

Creating a Web Part Page

Creating a Publishing Page (MOSS)

Publishing Pages, Editing, and Workflow (MOSS)

Summary

11 SharePoint Lists and Libraries

Anatomy of a SharePoint List

The Administrative Side of Lists

List Settings

List Columns

Create Columns

Edit Columns

Add from Existing Site Columns

Column Ordering

Indexed Columns

Content Types

List Views

Create/Edit View

Using a SharePoint List

Creating a List View Web Part and Setting the View

Using Libraries

Migrating Documents to SharePoint

SharePoint List Types

Summary

12 Web Parts in SharePoint

SharePoint Web Parts

Common Web Part Properties

Accessing Web Part Properties

Exercise: Connecting Web Parts

Exercise: Creating the Custom Lists

Exercise: Creating the List View Web Parts

Exercise: Connecting the Web Parts

Core Parts

Content Editor Web Part

Form Web Part

Image Web Part

Page Viewer Web Part

Relevant Documents

Site Users

User Tasks

XML Web Part

MOSS Web Parts

Site Aggregator Web Part

Content Query Web Part

I Need To... Web Part

RSS Viewer Web Part

Summary Link Web Part

Table of Contents Web Part

This Week in Pictures Web Part

Filter Web Parts

Search Web Parts

Categories Web Part

Sites in Category Web Part

Top Sites Web Part

Contact Details Web Part

Summary

13 The MOSS My Site

My Home Personal View

My Profile Public View

My Site Web Parts

Creating the User Blog (My Blog)

My Calendar Web Part (OWA)

My Contacts Web Part (OWA)

My Inbox Web Part (OWA)

My Mail Folder Web Part (OWA)

My Tasks Web Part (OWA)

Colleague Tracker

Colleagues

Get Started with My Site

In Common Between Us

Memberships

My Links

My Pictures

My SharePoint Sites

My Workspaces

Recent Blog Posts

SharePoint Documents

Creating Sub Sites in the My Site

User Personal Settings, Login and Out, and My Links

Using SharePoint Alerts

Summary

14 Site Columns, Content Types, and Content Management

Site Columns

Creating a Site Column

Changing a Site Column

Using a Site Column

Site Content Types

Exercise: Creating a Content Type

Dublin Core Columns

Site Content Types and InfoPath

Creating InfoPath Site Content Types

Updating InfoPath Site Content Types

Enterprise Content Management in SharePoint

ECM Components in SharePoint

Master Pages and Branding

Building a Master Page

Page Layout and Publishing Pages

Setting Up a Page Layout Page

Choosing a Content Type

Building a Page Layout Page

Web Content Authoring

Extending the Page Editing Toolbar

Smart Client Authoring

Creating Variations

SharePoint Content Deployment

Creating Custom Field Controls for Publishing

Page Caching and Controls

Developing Pages and Vary By Handlers

Summary

15 SharePoint Site Definitions

Windows SharePoint Services Sites

Content Storage

WSS Site Template Types

Microsoft Office SharePoint Server Sites

Portal Site Definitions

Enterprise Site Definitions

Records Center and Information Management Policies

Creating Sites Using Microsoft Office

Creating a New Site Definition with the User Interface

Using a Site Template Defined in the SharePoint UI

Creating a New Site Definition in SharePoint Designer

Creating a Site Template Using Designer

Creating a New Site Definition in Visual Studio

Deploying a Site Definition from Visual Studio

Customizing and Branding the SharePoint User Interface

Out-of-the-Box Modifications

Custom Modifications

Creating and Customizing SharePoint Master Pages

Creating and Customizing SharePoint Page Layouts

Customizing the My Site Template

Using a Different Default Master for the My Site

Removing the Organization Part on the My Site Person Page

Summary

16 SharePoint Workflow Tools

Who Does What?

Background on Windows Workflow Foundation

How SharePoint Implements Workflow Foundation

SharePoint Workflow Basics

Workflow Limitations

Configuring SharePoint Workflow

Using User Based Workflow

Starting a Workflow Manually

Workflow and Microsoft Office

Building Workflows Using SharePoint Designer

Preparing to Build the Workflow

Building the Workflow

Verifying the Workflow

Editing an Existing Workflow

Starting Workflow from Microsoft Office

Summary

17 Features and Solutions

Anatomy of a Feature

Solutions

Feature Manifest File

Elements Manifest File

Solution Manifest File

WSP File

Building a Feature

Assembling a Feature

Deploying the Feature

Problems Deploying Features

Building Complex Features

Summary

18 SharePoint Object Model and Web Services

Developing Against SharePoint

Referencing the SharePoint Object Model

SharePoint Security and Impersonation

Using Impersonation

Retrieving Impersonation Account from Registry

Retrieving Impersonation Account from Web.Config

Writing to the System Event Log

The SharePoint Site and Web Architecture

Connecting to a SharePoint Site

Connecting to a List

Using List Columns

Searching for a List Item

Creating a New List and Adding Items

Extracting a Document from a Library

Using SharePoint Web Services

Referencing Web Services

Example: Using the SharePoint Search Web Service

Microsoft Office Search

What Is Office Search?

How Search Works

Tweaking Search

Building Custom Search Tools

Summary

19 Building Event Receivers

What Receivers Are For

Anatomy of Event Receivers

Event Properties

Creating an Event Receiver

Building the Project

Deploying the Event Receiver

Pre-setup for Testing the Event Receiver

Testing and Debugging the Event Receiver

Deleting the Event Receiver

Summary

20 Building Web Parts

Anatomy of a Web Part

How Web Parts Work

Building Web Part Solutions

Methods for Building Web Parts

Building a One-off Web Part

Building a Web Part Solution

Fixing Common Loading Problems

Debugging

Removing a Web Part Solution

Building Web Parts in Visual Studio 2005

Using the Web Part Solution to Create a Farm Deployment Package

Removing a Web Part Solution Deployed by Visual Studio

Using MSBuild to Build WSP Files Automatically

Summary

A: The STSAdm Command Tool

Schedule Parameter

Extending the STSAdm Tool

B: Setting Up Application Authentication

Scope of Authentication

Selecting the Authentication Method

Choosing the Authentication Method on Create or Extend

Setting Non-Windows-Based Authentication Methods

Index