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Essential SharePoint 2007, 2nd Edition

Book Description

If you're considering the vastly improved 2007 version of SharePoint, this concise, practical and friendly guide will teach you how to get the most from the latest version of Microsoft's information-sharing and collaboration platform. Essential SharePoint 2007 demonstrates how your business can use SharePoint to control documents, structure workflow, and share information over the Web using standard tools business users already know -- Microsoft Office and Internet Explorer. Written in a conversational tone by internationally recognized SharePoint consultant and trainer Jeff Webb, this book helps SharePoint administrators, site owners, and power users quickly gain the skills necessary to perform a wide variety of tasks for intranet and extranet web sites, and explains what's new in SharePoint 2007 for experienced SharePoint 2003 administrators. Essential SharePoint 2007 teaches you how to:

  • Use SharePoint 2007 with Outlook, Word and Excel, and as a document management tool, replacing, for example, shared network drives with libraries

  • Build and customize sites, lists, libraries and web parts for intranets and extranets

  • Use SharePoint 2007 for team communication through blogs, wikis, surveys, and RSS and email alerts

  • Build a SharePoint workflow application

  • Create and program web parts in order to deliver custom services and data to a site

  • Deploy and administer SharePoint 2007

  • Each chapter ends with a summary of best practices advocated by the author, and the first few chapters of the book are ideal as training materials for end users. Later chapters give developers and administrators tools not only to keep company sites running smoothly, but also to customize and extend them. The book also contains several appendices with a glossary of terms and hard-to-find information.

    Essential SharePoint 2007 is a one-stop task-oriented guide for learning what's necessary to make this tool a vital part of team productivity.

    Table of Contents

    1. Essential SharePoint 2007, 2nd Edition
    2. Preface
      1. Who This Book Is For
      2. How This Book Is Organized
      3. What's New?
      4. Conventions Used in This Book
      5. Using Code Examples
      6. Samples, Comments, and Questions
      7. SafariĀ® Books Online
      8. Acknowledgments
    3. 1. Using SharePoint
      1. How Does This Help Me Do My Job?
      2. What Types of Sites Can I Create?
      3. What Software Do I Need?
        1. What Other Software Do I Need?
        2. Try It
      4. Parts of a Page
        1. Creating a Test Site
        2. Editing a Page
        3. Changing the Top Link Bar and Quick Launch
        4. Adding Content
        5. Uploading Large Groups of Files
      5. Creating Sites
        1. Controlling Access to a Site
        2. Removing Users and Editing Permissions
        3. Grouping Users
      6. Putting SharePoint to Work
        1. Creating a Company Phone List
        2. Replacing Network Drives with Libraries
        3. Using Document Version Control
      7. Best Practices
    4. 2. Word, Excel, and Outlook
      1. Setting Client Security
      2. Editing, Saving, and Sharing Documents
        1. Using the Task Pane
        2. Working Offline in Office 2007
        3. Working Offline in Office 2003
        4. Resolving Conflicting Updates
        5. Requiring Check Out to Avoid Conflicts
      3. Editing Lists in Excel
        1. Viewing SharePoint Lists in Excel
        2. Editing Lists Offline and Resolving Conflicts
        3. Importing Data into SharePoint from Excel
      4. Viewing SharePoint Calendars from Outlook
      5. Organizing Meetings from Outlook
        1. Creating a Meeting Workspace
        2. Creating Different Types of Workspaces
        3. Linking to an Existing Workspace
      6. Sharing Contacts with Outlook
        1. Creating Contact Lists
        2. Exporting Contacts from Outlook to SharePoint
        3. Linking SharePoint Contacts to Outlook
        4. Editing Shared Contacts from Outlook
      7. Best Practices
    5. 3. Creating Sites
      1. Choosing a Location and Template
        1. Creating Site Collections
        2. Creating Subsites
        3. Choosing a Template
      2. Customizing Site Navigation
        1. Changing Link Bar Tabs in WSS
        2. Adding Links to Quick Launch in WSS
        3. Changing the Link Bar and Quick Launch in MOSS
        4. Adding a Help Tab
        5. Adding Tree View Navigation
      3. Summarizing Content with Web Parts
      4. Adding Other Pages
      5. Setting Security (Controlling Access)
        1. Using the Site Users Web Part
        2. Using Active Directory Security Groups
        3. Working with SharePoint Groups
      6. Changing the General Appearance
      7. Creating Custom Themes
      8. Applying Stylesheets
      9. Creating and Using Site Templates
        1. How to Develop Custom Templates
        2. Saving a Site As a Custom Template
        3. Using and Deploying Custom Templates
        4. Viewing and Editing Template Files
        5. Replacing a Built-in Template
      10. Best Practices
    6. 4. Creating Lists
      1. Using Built-in List Templates
      2. Adding Columns
        1. Adding Columns to Gather Information
        2. Adding Calculated Columns
        3. Adding a Choice, Lookup, and Yes/No Columns
        4. Why Use a Lookup?
      3. Adding Site Columns
        1. Customizing Site Columns
        2. Creating New Site Columns
        3. Creating Master Lists
      4. Creating Views
        1. Creating Report Views for Issue Tracking
        2. Formatting Views
      5. Renaming a List and Changing Other Settings
        1. Changing Email and Attachment Settings
        2. Approval and Change History
      6. Controlling Access to Lists
      7. Editing List Pages
        1. Simplifying the New Item Form
        2. Making It Easier to Submit Items
        3. Providing Feedback After Submitting
        4. Resetting the List Forms
      8. Saving the List As a Template
      9. Deploying List Templates
      10. Best Practices
    7. 5. Creating Libraries
      1. Using the Built-in Library Templates
        1. Choosing a Document Template
        2. Removing Unneeded Document Templates
      2. Changing Library Settings
        1. Turning On Versioning and Approval
        2. Approving Documents
        3. Granting Approve Permission
        4. Changing the Document Template
      3. Adding Content Types
      4. Organizing Libraries
        1. Organizing Documents with Folders
        2. Organizing Documents with Views
        3. Combining Approaches
      5. Saving a Library As a Template
      6. Creating Library Applications
        1. Project Applications
        2. Task Applications
        3. Document Control Applications
        4. Archive Applications
      7. Best Practices
    8. 6. Building Pages
      1. Using the Built-in Web Parts
      2. Customizing List View Web Parts
        1. Connecting Summary/Detail Views
        2. Converting a List View to a Data View
        3. Moving Web Parts to Other Pages
        4. Converting a List View to a Drop-Down List
        5. Exporting Web Parts
        6. Importing and Deploying Web Parts
      3. Creating Client-Side Web Parts
        1. Including Repeated Elements
        2. Including Images and Flash Animations
        3. Displaying Pages in Frames
        4. Performing XSL Transformations
      4. Filtering Lists and Libraries in MOSS
        1. Filtering Based on the Current User
        2. Creating Custom Filters
        3. Saving Filter Options
        4. Using Passed-in Filters
      5. Connecting to Data with WSRP in MOSS
      6. Modifying Master Pages
        1. Swapping the Master Page in MOSS
        2. Editing the Master Page
        3. Deploying Master Pages
      7. Best Practices
    9. 7. Creating My Sites, Blogs, and Wikis
      1. Creating My Sites in MOSS
        1. Using My Sites for Training
        2. Controlling Who Has a My Site
        3. Setting the Site Quota
        4. Managing User's My Sites
      2. Creating Blogs
        1. Creating Blogs Without My Sites
        2. Requiring Approval for Comments
        3. Blocking Blogs
      3. Creating Wikis
        1. Organizing a Wiki
        2. Adding Links to Quick Launch
        3. Creating Navigational Pages
        4. Using Views to Organize Wiki Libraries
        5. Creating Wiki Libraries
        6. Controlling Access
      4. Best Practices
    10. 8. Enabling Email and Workflow
      1. Receiving Alerts
        1. Creating Alerts for Others
        2. Managing Alerts
      2. Emailing Task Assignments
      3. Changing the From Address
      4. Time-Driven Alerts
        1. Sending Reminders for Urgent or Overdue Tasks
        2. Sending Scheduled Announcements
      5. Emailing from Libraries
      6. Emailing to Libraries
        1. Allowing Incoming Email
        2. Enabling Email for a Library
      7. Creating Workflows
        1. Creating a Three-State Workflow
        2. Tracking Workflow History
      8. Creating Workflows in MOSS
        1. Adding Document Management Workflows to a Library
        2. Using the Document Management Workflows
        3. Viewing Workflow Reports
      9. Best Practices
    11. 9. RSS, Rollups, and Site Maps
      1. RSS at a Glance
        1. Using the MOSS RSS Viewer Web Part
        2. Modifying Feeds
      2. Using Rollups
        1. Modifying the Site Aggregator
        2. Displaying Custom Site Pages
        3. Targeting Frames
      3. Rollups Without MOSS
      4. Providing Site Maps
        1. Maintaining the Site Directory
        2. Creating Site Maps in WSS
      5. Best Practices
    12. 10. Gathering Data with InfoPath
      1. What Software Do You Need?
      2. Using Form Libraries
        1. Understanding Form Libraries
        2. Designing a Form
        3. Creating a Form Library
        4. Emailing Form Data
      3. Customizing Forms
        1. Adding Controls
        2. Setting Conditional Formatting
        3. Creating Rules
        4. Testing a Form
        5. Hiding Controls
      4. Making a Form Read-Only
      5. Populate a Control from a List
        1. Creating a Data Connection
        2. Adding Bound Controls
        3. Filtering Data
      6. Validating Data
      7. Preventing Changes to Form Templates
      8. Using InfoPath Forms Services
        1. Publishing Browser-Compatible Templates
        2. Checking for Browser Compatibility
        3. Converting Forms to Pages
        4. Managing Templates from Central Administration
      9. Programming InfoPath
        1. Installing and Choosing the Language
        2. Adding Code to a Form in VSTA
      10. Setting Trust
        1. Getting Values from Controls
        2. Writing Browser-Compatible Code
      11. Best Practices
    13. 11. Programming Web Parts
      1. What to Build When . . .
      2. What to Download
      3. Creating Hosted Web Parts
        1. Developing Under Windows XP
        2. Writing User Controls for SmartPart
        3. Deploying User Controls As Web Parts
      4. Preparing to Develop Rendered Web Parts
        1. Configuring the Server for Development
        2. Using the Visual Studio Web Part Extensions
        3. Debugging Web Parts
      5. Converting Existing Projects
        1. Converting from SharePoint to ASP.NET Web Parts
        2. Deploying Old-Style Web Parts
      6. Programming Rendered Web Parts
      7. Creating Web Part Appearance
      8. Adding Child Controls
      9. Working on the Client Side
        1. Using Scripts with Web Controls
        2. Importing Script Blocks
      10. Understanding Event Order
      11. Adding Properties
      12. Exporting Web Parts
      13. Adding Menus
      14. Customizing the Property Task Pane
      15. Connecting Parts
      16. Deploying Web Parts
      17. Best Practices
    14. 12. Consuming SharePoint Services
      1. Choosing an Approach
      2. Using the Office Object Model
        1. From VBA
        2. From.NET
      3. Using Web Services
        1. From VBA
        2. VBA Programming Tips
        3. Working with Lists
          1. Adding attachments
          2. Retrieving attachments
          3. Deleting attachments
          4. Performing queries
        4. From .NET
        5. .NET Programming Tips
        6. From ASP.NET
        7. Using the Admin Service
      4. Using URL Commands
        1. Getting GUIDs
          1. Using SharePoint objects
          2. Using web services (.NET)
          3. Using web services (VBA)
        2. Executing URL Commands
      5. Using RPC
        1. Preparing a Page for RPC
        2. Common RPC Tasks
          1. Identifying lists
          2. Combining multiple methods
          3. Querying lists
          4. Creating lists
          5. Creating pages
          6. Deleting items
          7. Deleting lists
      6. Best Practices
    15. 13. Administering SharePoint
      1. Installing SharePoint
        1. Before You Begin
        2. Preinstall Checklist
        3. Installing WSS
        4. Installing MOSS
        5. Creating a Web Application and Top-Level Site
        6. Removing SharePoint
      2. Enabling Internet Access
      3. Enabling Anonymous Access
      4. Enabling Forms-Based Authentication
      5. Using Zones
      6. Enabling Self-Service Site Creation
      7. Scheduling Backups
      8. Restoring
      9. Auditing Activity
      10. Enabling PDFs and Other File Types
      11. Best Practices
    16. A. Upgrading
      1. Before You Upgrade
        1. Reviewing Hardware
        2. Reviewing Your Existing Installation
        3. Running Prescan
        4. Performing a Trial Upgrade
        5. Reviewing Upgrade Issues
        6. Preparing Users
      2. Performing an In-Place Upgrade
      3. Performing a Side-by-Side Upgrade
      4. Performing a Database Migration
      5. Completing the Upgrade Process
      6. Upgrading 2007 Editions
    17. B. Reference Tables
      1. Office Versions
      2. StsAdm Commands
      3. PSConfig Commands
      4. PreScan Commands
      5. Server Files and Locations
      6. Content Not Stored in Database
      7. CSS Styles
    18. Glossary
    19. About the Author
    20. Colophon
    21. Copyright