Sharepoint 2007 : the definitive guide

817 Pages·2007·31.179 MB·English

by  James Pyles, et al

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, and Christopher J. Regan
Beijing • Cambridge • Farnham • Köln • Paris • Sebastopol • Taipei • Tokyo
SharePoint 2007: The Definitive Guide
byJamesPyles,ChristopherM.Buechler,BobFox,MurrayGordon,MichaelLotter, JasonMedero,
Nilesh Mehta, Joris Poelmans, Christopher Pragash, Piotr Prussak, and Christopher J. Regan
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ISBN-10: 0-596-52958-9
ISBN-13: 978-0-596-52958-1
[M]
Table of Contents
Credits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
Preface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
1. Introducing Microsoft Office SharePoint Server 2007 . . . . . . . . . . . . . . . . . . . . 1
Collaboration 1
Portals 11
Enterprise Search 17
Enterprise Content Management 22
Business Process and Forms 25
Business Intelligence 27
2. Changes in the WSS Architecture . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Microsoft Windows SharePoint Services Version 3.0 30
3. Installing SharePoint 2007. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Preinstallation 43
Installation 49
Post-Installation Tasks 56
4. Configuring a Multiserver Farm. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Planning for Scalability 61
Topologies 65
Implementing a Multiserver Farm 67
5. Designing SharePoint Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Sites Versus Site Collections 80
Site Creation and Management 81
v
Determining Which Type of Site to Create 85
Create a New Site Using Site Actions 89
Enabling Self-Service Site Creation 91
Create Sites and Site Collections from the Site Directory 94
Managing Sites from the Site Directory 95
Show New Categories on the Create Site Page 101
Add or Edit Site Directory Categories 103
Scan for Broken Links in Site Directory 106
6. Understanding the Datasheet and Explorer Views . . . . . . . . . . . . . . . . . . . . 108
Datasheet View 108
Explorer View 132
7. Applying Templates, Page Layouts, and Themes . . . . . . . . . . . . . . . . . . . . . . 135
Site Templates 136
Default Site Templates 136
Site Template and Page Layout Settings 142
Managing Site Themes and Images 152
8. Creating Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
Default Web Parts 161
Select a Web Part Page 167
Customize a Web Part Page 168
Connect Data in Web Parts 171
Using Content Editor Web Parts 178
Using Form Web Parts 180
Using Image Web Parts 183
Using List View Web Parts 185
Using Page Viewer Web Parts 189
Using Site Users Web Parts 190
Using XML Web Parts 192
9. Creating and Managing Document Workspaces and Libraries. . . . . . . . . . . 195
What Is the Significance of Document Libraries? 196
Organizing Documents 205
Document Management and Workflow 213
Document Workspaces 218
vi | Table of Contents
10. Creating and Managing Meeting Workspaces . . . . . . . . . . . . . . . . . . . . . . . . 223
Meeting Workspace Templates 223
Creating and Designing a Meeting Workspace Site 224
Customizing a Meeting Workspace Site 228
Working with Pages in a Meeting Workspace Site 236
Assigning and Tracking Tasks in a Meeting Workspace Site 241
Managing Attendees in a Meeting Workspace Site 245
11. Creating and Managing Discussions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
Discussion Group Views 248
Creating a SharePoint Discussion Board 250
Customizing a Discussion Board 254
Participating in a Discussion 263
12. Creating and Managing SharePoint Groups and Users . . . . . . . . . . . . . . . . . 270
Permission Groups 270
Adding and Configuring SharePoint Groups 273
Maintaining SharePoint Groups 280
Targeting Content Based on Group 283
Allowing Anonymous Users Access to SharePoint 291
13. Creating and Managing Picture Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Slide Libraries 296
Creating Libraries 296
Add Content to a Picture Library 299
Editing and Managing Images in a Picture Library 301
Adding Images from a Picture Library to a Web Page 307
14. Creating and Managing Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Creating Lists 317
Managing List Templates 334
Managing Large Lists 339
15. Business Intelligence and SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 342
The Report Center 343
Creating and Customizing Dashboards 345
Excel Services Web Access 345
Table of Contents | vii
External Data Sources 348
Filter Web Part Information 350
Using Key Performance Indicators (KPIs) 351
Performance Management 352
Data Analysis and Reporting 354
Data Warehousing 356
16. Sharing Contacts and Meetings with Outlook . . . . . . . . . . . . . . . . . . . . . . . . 363
SharePoint, Outlook 2007, and Collaboration 364
Enabling Email Support in Central Administration 366
Configuring Email Support During Site Creation 369
Enabling Email Support for Lists and Libraries 370
Outlook Web Access 378
Using Email Servers 379
17. Creating, Editing, and Managing Word Documents with SharePoint . . . . . 381
Content Types and Document Libraries 382
Managing Document Library Workflow 387
SharePoint, Word 2007, and Collaboration 391
18. Creating, Editing, and Managing Excel Documents with SharePoint . . . . . 393
Office Excel 2007 and Excel Services 394
Publishing and Viewing an Excel Workbook
in an Excel Web Access Web Part 395
Working with Excel Web Access Data in Office Excel 2007 401
Printing from Excel Services 405
Connecting a List View Web Part to Excel Web Access Web Part 407
Finding and Calculating in Excel Services 409
19. Creating in SharePoint Designer 2007 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 412
Customizing SharePoint Sites 415
20. InfoPath and SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 433
Improvements in InfoPath 2007 434
InfoPath Forms Architecture 436
Configuring InfoPath Forms Services 437
InfoPath and SharePoint Integration Overview 440
Forms Deployment 442
Administrative Deployment 446
viii | Table of Contents
Property Promotion and Property Demotion 450
Document Information Panel 454
21. Designing SharePoint My Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 462
Using Your My Site 463
Adding Basic Information to My Site 465
Adding a Site Tab to My Site 470
Managing Your My Site 471
Configuring Privacy Groups in My Site 474
Managing My Colleagues in My Site 478
Customizing My Site with Role-Based Templates 483
22. Applying Security to Your SharePoint Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . 485
Topology Design Considerations 485
Server Hardening 490
SharePoint Authentication 494
Utilizing Encryption 498
Levels of Administrative Rights 507
SharePoint Site Permissions and Groups 508
Object Security Functionality 511
Protecting SharePoint Sites with Microsoft ISA Server 517
Antivirus Usage 517
Other Security Considerations 519
Maintaining a Secure Environment 521
23. SharePoint Administration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 524
Common Central Administration Tasks 525
Top-Level Site Administration 548
Site Administration 550
24. Upgrading from SharePoint Portal Server 2003 . . . . . . . . . . . . . . . . . . . . . . . 554
Supported Topologies 556
Prerequisites for Upgrade 556
Perform Preupgrade Steps 557
Possible Upgrade Options 561
Gradual Upgrade 575
Upgrading the Portal Using Database Migration 596
Perform Post-Upgrade Steps 598
Common Issues 600
Table of Contents | ix
25. Using Server-Side and Client-Side Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . 606
Web Parts for Power Users and Business Users 607
Web Part Architecture 615
Web Parts for Administrators 618
Web Parts for Web Masters and Web Developers 622
26. Using SharePoint Web Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 639
Services Associated with MOSS and WSS 640
Invoking Web Services 647
Utilizing Web Services with Visual Studio 655
Related APIs 658
Programming Custom Web Services 660
27. Using SharePoint Server for Search . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 663
Search from the End User’s Perspective 664
Different Features of Search 675
Architecture of Indexing and Search 677
Administering Search Services 680
Advanced Configuration Options 683
Extensibility Options Associated with Search 693
28. Using the SharePoint Object Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 697
Exploring the Microsoft.SharePoint Namespace 698
Deploying Customizations with SharePoint Solutions 723
Working with the Microsoft Office SharePoint Server 2007 Class Libraries 725
29. Web Content Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 739
Architecture 740
Content Publishing 754
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 765
x | Table of Contents
Credits
1
JamesPyles, currently a technical writer for Aquent Studios in Boise, Idaho, is the
author of PC Technician Street Smarts: A Real World Guide to CompTIA A+ Skills
(Sybex) and numerous other technical works. He has also been a SharePoint site
administrator for a software group at Micron Technologies. He regularly reviews
books on operating systems, web design, and programming for various web and
print publications, including Linux Pro Magazine. James can be reached at http://
www.wiredwriter.net.
ChristopherM.Buechler,CISSP,SSCP,MCSE,MCSA,MCDBA,isacofounderand
Chief Technology Officer of BSD Perimeter, a company providing IT security ser-
vices, including firewall support, vulnerability assessment, and penetration testing.
He also serves as Network Manager for a regional bank, handling its network secu-
rity and infrastructure. As an independent consultant, and in past positions in his
decade-longcareer,hehasprovidedsecurity,network,andotherservicesfororgani-
zationsinthepublicandprivatesector,rangingfromsmallorganizationstoFortune
500 companies and large public sector organizations. He can be reached at http://
ChrisBuechler.com.
Bob Fox, MCP, MCTS, is currently Technical Lead, SharePoint Technologies, at
B&RBusinessSolutions,LLC.HeisaMicrosoftWindowsSharePointServicesMVP,
and his MVP blog can be viewed at http://bobfox.net/splog. Bob writes: “I have been
working as an IT Professional since the mid 90s...I have spent a great deal of time
working as a Systems Administrator dealing mainly with Microsoft Technologies.
Forthepastfiveyearsmyprimaryfocus/passionhasbeenMicrosoftSharePointSer-
vices. I specialize in Deployment, Portal and Site Customization, Administration,
and Collaboration Solutions. I have in the past worked for such companies as Mer-
rill Lynch, BISYS Retirement Services, Educational Testing Service, and Pfizer, to
nameafew.IambasedoutofLawrenceville,NJ,whereIlivewithmywife,Barbara,
and our children, Zachary and Sarah.”
xi
Murray Gordon is the Director of Technology at Cambar Solutions (www.
cambarsolutions.com), a premier consulting company committed to value chain
improvement through best practice consulting and technology innovation. He brings
more than 10 years of technology consulting and solutions architecture experience to
bear. In addition to his other duties, it is his charge to guide Cambar Solutions’ pri-
maryfocusofprovidingstrategicbusiness-driventechnologysolutions. Murrayisalso
acoauthorofMCPDSelf-PacedTrainingKit(Exam70-547):DesigningandDeveloping
Web-Based Applications Using the Microsoft .NET Framework and MCTS Self-Paced
Training Kit (Exam 70-529): Microsoft .NET Framework 2.0 Distributed Application
Development (both by Microsoft Press).
MichaelLotter is a SharePoint Solution Architect and Microsoft Certified Technol-
ogy Specialist, currently working for B&R Business Solutions (www.bandrsolutions.
com). He travels throughout the country doing SharePoint and InfoPath solution-
based contract work. You can reach Michael [email protected].
JasonMedero, MCP, MCT, MCTS, MVP (WSS), is a systems architect with a con-
centration in Microsoft Office SharePoint Server (MOSS) and its related Microsoft
technologies. He is a managing partner of B&R Business Solutions, a central New
Jersey–based firm specializing inSharePointandsurroundingtechnologies,infrastruc-
ture,real-timecommunications(OCS),andapplicationdevelopment. Jasonisanactive
memberoftheSharePointUserGroupinNewYorkCity,wherehesitsonthespeaker
selection committee. He also contributes his SharePoint knowledge as a mentor for
some of the popular forums (MSD2D, MSDN). You can visit his blog at www.
sharepointblogs.com/JasonMedero or his company’s page atwww.bandrsolutions.com.
NileshMehta, current President of NGenious Solutions, Inc., is a recognized senior
architectinMicrosoftsolutions,specializinginMicrosoft’sOffice,SharePointServer,
Project Server, Exchange Server, and Active Directory technologies. He can be
reached athttp://www.ngenioussolutions.com.
JorisPoelmansiscurrentlyApplicationGroupManageratDolmen(www.dolmen.be),
aleadingBelgianITservicescompanyandMicrosoftGoldPartner.Hismaincompe-
tenceareaisInformationWorkersolutions,wherehecurrentlyfocusesontheShare-
Point Products and Technologies platform. In October 2005, he was given the
Microsoft MVP award for Windows SharePoint Services. He can be contacted
through his blog athttp://jopx.blogspot.com.
ChristopherPragashhasmorethan11yearsofITexperienceandhasbeenpredomi-
nentlyfocusedonMicrosoftsolutions.UnderhiscurrentcapacityasaSeniorShare-
PointArchitect,ChristopherhasimplementedportalsbasedonMicrosoftSharePoint
technologies.HisexpertieseinMicrosoftSharePointTechnologiesrangesfromhelp-
ing organizations translate business requirements into SharePoint solutions, build-
ing the solution, and training SharePoint administrators and developers.
xii | Credits