Microsoft SharePoint: Building Office 2003 Solutions

498 Pages·2004·13.216 MB·English

by  Scot P. Hillier (auth.)

Microsoft SharePoint:
Building Office
2003
Solutions
SCOT P. HILLIER
APress Media, LLC
Microsoft SharePoint: Building Office 2003 Solutions
Copyright e 2004 by Scot P Hillier
Originally published by Apress in 2004
All rights reserved. No part of this work may be reproduced or transmitted in any form or by any
means, electronic or mechanical, including photocopying, recording. or by any information storage
or retrieval system, without the prior written permission of the copyright owner and the publisher.
ISBN 978-1-59059-338-7 ISBN 978-1-4302-0715-3 (eBook)
DOI 10.1007/978-1-4302-0715-3
'Ii"ademarked names may appear in this book. Rather than use a trademark symbol with every
occurrence of a trademarked name, we use the names only in an editorial fashion and to the
benefit of the trademark owner, with no intention of infringement of the trademark.
Technical Reviewer: Seth Bates
Editorial Board: Steve Anglin, Dan Appleman, Gary Cornell, James Cox, Tony Davis,
John Franklin, Chris Mills, Steve Rycroft, Dominic Shakeshaft, Julian Skinner, Jim Sumser,
Karen Watterson, Gavin Wray, John Zukowski
Assistant Publisher: Grace Wong
Project Manager: Kylie Johnston
Copy Editor: Rebecca Rider
Production Manager: Karl Brooks
Production Editor: Janet Vail
Proofreader: liz Welch
Compositor: ContentWorks
Indexer: Kevin Broccoli
Artist: Kinetic Publishing Services, U.C
Cover Designer: Kurt Krames
Manufacturing Manager: Tom Debolski
The information in this book is distributed on an "as is" basis, without warranty. Although every
precaution has been taken in the preparation of this work, neither the author(s} nor Apress shall
have any liability to any person or entity with respect to any loss or damage caused or alleged to
be caused directly or indirectly by the information contained in this work.
For Nan, whose heart knows no boundaries
Contents at a Glance
About the Author ..................................................x i
About the Technical Reviewer ...................................x iii
Acknowledgments ....................................................x v
Introduction .....................................................x vii
Chapter 1 SharePoint Business Solutions ......................1
Chapter 2 SharePoint Products and Technologies Overview ... 21
Chapter 3 SharePoint Portal Server Basics ...................5 3
Chapter 4 SharePoint Content Development ....................9 7
Chapter 5 Building Web Parts ................................1 39
Chapter 6 The Microsoft Single Sign-On Service ............1 91
Chapter 7 Advanced Web Part Development .................... 223
Chapter 8 The Microsoft Office System ...................... 275
Chapter 9 Programming SharePoint Services ..................3 33
Chapter 10 SharePoint Portal Server
Administration .....................................3 91
Chapter 11 Office Solution Accelerators .................... .413
Index ..............................................................4 71
v
Contents
About the Author ..................................................x i
About the Technical Reviewer ...................................x iii
Acknowledgments ....................................................x v
Introduction .....................................................x vii
Chapter 1 Share Point Business Solutions ................ 1
A Brief History of Portals ........................................1
End-User Challenges ................................................4
Understanding Business Scenarios .................................8
Analysis and Design Considerations ..............................1 1
Technical Considerations ..........................................1 8
Chapter 2 SharePoint Products and
Technologies Overview ......................... 21
Windows Server 2003 Information Worker Infrastructure ........ 21
SharePoint Services ............................................... 24
Office 2003 ........................................................ 26
SharePoint Portal Server .........................................2 8
Exercise 2-1: Creating a Development Environment ..............3 4
Chapter 3 SharePoint Portal Server Basics ............ 53
Understanding Portal Structure ...................................5 3
Managing Users .....................................................6 1
Libraries ...........................................................6 8
Exercise 3-1: SPS Basics .........................................8 9
Chapter 4 Share Point Content Development ............. 97
Customizing Portal Content .......................................9 7
Personalization with My Site ....................................1 13
Customizing with Microsoft FrontPage ...........................1 16
Exercise 4-1: Building an Executive Dashboard ................1 28
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Contents
Chapter 5 Building Web Parts ............................ 139
Web Part Basics ..................................................1 39
Deploying Web Parts ..............................................1 51
Using Web Part Pages .............................................1 68
Exercise 5-1: Building a Simple Web Part ......................1 71
Exercise 5-2: Adding Child Controls to Web Parts .............1 78
Chapter 6 The Microsoft Single Sign-On Service .... 191
Setting Up SSO ....................................................1 91
Setting the Security Policy .....................................1 99
Using SSO in a Web Part ......................................... 200
Programmatic Administration .....................................2 05
Viewing the Audit Log ............................................2 09
Exercise 6-1: Using Single Sign-On .............................2 10
Chapter 7 Advanced Web Part Development ............. 223
Client-Side Web Parts ............................................2 23
Building Connectable Web Parts .................................2 26
Custom Tool Parts ................................................ 240
Exercise 7-1: Using Terminal Services .........................2 43
Exercise 7-2: Connectable Web Parts ............................2 51
Exercise 7-3: Custom Tool Parts ................................ 268
Chapter 8 The Microsoft Office System ................ 275
Office Integration ...............................................2 75
Developing Office Solutions .....................................2 86
Exercise 8-1: Building a Smart Document .......................3 07
Exercise 8-2: Building a Research Service .....................3 22
Chapter 9 Programming SharePoint Services ........... 333
Document Workflow ................................................3 33
Accessing Portal Site and User Information ....................3 45
Using SharePoint Web Services ...................................3 49
Exercise 9-1: Creating a Workflow Engine ......................3 51
Exercise 9-2: Building a Site Collection Web Part ...........3 63
Exercise 9-3: Building a Global Task Web Part ................3 75
Exercise 9-4: Building an Identity Web Part ..................3 85
viii
Contents
Chapter 10 SharePoint Portal Server
Administration .................................. 391
Back Up and Restore ..............................................3 91
Site Usage Analysis ..............................................3 93
Cleaning Up Unused Sites ........................................3 94
Managing the Search Service .....................................3 97
Exercise 10-1: Establishing Secure Access .....................4 03
Chapter 11 Office Solution Accelerators ............... 413
The Microsoft Office System Accelerator for Proposals .......4 14
The Microsoft Office System Accelerator for Recruiting ......4 22
Exercise 11-1: The Accelerator for Proposals .................4 27
Exercise 11-2: The Accelerator for Recruiting ................4 41
Index ............................................................ 471
ix
About the Author
ScOT HILLIER is the Vice President of DataLan Corporation, a Microsoft Gold
Certified partner located in White Plains, New York. Scot is the author of seven
books on Microsoft Technologies written over the last ten years. In addition to
writing, Scot can often be found presenting to analysts, decision makers, and
developers; most recently, he appeared at the NASDAQ stock exchange with
Mark Templeton, CEO of Citrix Systems, to support the launch of the MetaFrame
Access suite. When not working, Scot can be found at home with his family play
ing games and taking walks. Scot can be reached at shillier@datalan. com and
support for this book may be found at www. sharepointstuff. com.
xi
About the Technical
Reviewer
SETH BATES is a Software Architect for DataLan Corporation, a Microsoft Gold
Certified partner in Collaborative Solutions located in White Plains, New York.
He has over six years of experience engineering business solutions primarily
using Microsoft technologies. With experience in all phases of the software
engineering life cycle, Seth provides a broad mix of analysis, design, and imple
mentation expertise to his work. Seth lives in Carmel, New York, with his wife,
their new son, and their dog.
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