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Microsoft® Office SharePoint® Server 2007 Administrator's Companion

Book Description

Get the definitive guide for administering Microsoft Office SharePoint Server 2007--with field-tested technical information and solutions developed by Microsoft Most Valuable Professionals (MVPs) with the Office SharePoint Server team. This comprehensive reference delivers all the information you need to plan, design, deploy, and manage strategic solutions using Office SharePoint Server 2007 and Microsoft Windows SharePoint Services. Topics include architecture; deployment scenarios; design considerations; security best practices; high availability; performance; centralized administration; disaster recovery; customization and solution development; and upgrade and migration strategies. Key solutions include building sites and integrating Windows Workflow Foundation Services, enterprise search, application management, records and document management, Microsoft Office Excel Calculation Services solutions and business intelligence, Microsoft Office Forms Server solutions, and mobile devices. The companion CD features a fully searchable eBook and job aids--everything you need to help build enterprise collaboration solutions that improve worker productivity, save time, and help reduce IT deployment and management costs.

Table of Contents

  1. Microsoft® Office SharePoint Server™ 2007 Administrator’s Companion
    1. SPECIAL OFFER: Upgrade this ebook with O’Reilly
    2. A Note Regarding Supplemental Files
    3. Acknowledgments
      1. Contacting the Author
    4. Introduction
      1. How to Use This Book
      2. What’s In This Book
        1. Part I : Planning Your Deployment and Installing Microsoft Office SharePoint Server 2007
        2. Part II: Administrating and Configuring Your Implementation
        3. Part III: Search, Indexing, and Shared Services Providers
        4. Part IV: Integrating Additional Server Platforms
        5. Part V: Upgrading to Microsoft Office SharePoint Server 2007
        6. Part VI: Extending Microsoft Office SharePoint Server 2007
      3. System Requirements
      4. About the Companion CD
      5. Support
    5. I. Planning Your Deployment and Installing Microsoft Office SharePoint Server 2007
      1. 1. Introducing Microsoft Office SharePoint Server 2007
        1. Microsoft Office SharePoint Server 2007 Product Matrix
          1. Portal Services
            1. My Site
            2. Knowledge Network
            3. Common Features
          2. Search and Indexing
          3. Content Management
            1. Web Content
            2. Records and Document Management
            3. Rights Management
          4. Business Forms
          5. Business Intelligence
          6. Collaboration
        2. Improvements in Windows SharePoint Services 3.0
          1. Data Platform Improvements
            1. Storage Improvements
            2. Multivalued Lookups
            3. List and Library Alignment
            4. Content Types
            5. Data Restore
          2. Security Improvements
          3. Administrator Platform Improvements
            1. Key Components of the Administration Platform
            2. Extranet Scenario Improvements
            3. Upgrade Improvements
            4. Upgrade Approaches
        3. Summary
      2. 2. Architecture for Microsoft Office SharePoint Server 2007
        1. Enterprise Architecture and SharePoint Server 2007
          1. Modularity and Reusability
          2. Extensibility
          3. Scalability
          4. Separation of Concerns
        2. The 2007 Microsoft Office System Logical Architecture
          1. A Strong Move Toward Service-Oriented Architecture
          2. The Services of the 2007 Microsoft Office System
          3. What Are the Operating System Services?
          4. What Are the Database Services?
          5. What Are the Workflow Services?
          6. What Are the Supporting Services?
            1. ASP.NET 2.0
              1. Page Rendering
              2. No Compile Pages
              3. Safe Controls List
              4. Master Pages
            2. Web Parts
            3. Personalization
            4. Master Pages
            5. Provider Framework
            6. Navigation
            7. Security
          7. What Are the Core Services?
            1. Storage Services
              1. Metadata
              2. Versioning
              3. Backup
            2. Security
              1. Rights and Roles
              2. Pluggable Authentication
              3. Per Item Security
              4. Rights Trimming
            3. Management
              1. Admin UX
              2. Provisioning
              3. Monitoring
            4. Topology
            5. Site Model
            6. APIs
              1. Fields and Forms
              2. Object Models and SOAP
              3. Deployment
        3. Application Pools and SharePoint Server 2007
          1. Application Pool Architecture
          2. Discussion of Application Pool Architecture and SharePoint Server 2007 Integration
        4. Summary
      3. 3. Design Considerations and Deployment
        1. Understanding the Design Life Cycle
          1. Defining the Stakeholders
          2. Creating a Problem Statement
          3. Defining Objectives
          4. Establishing an Administrative Model
          5. Identifying Hardware and Software Costs
          6. Defining Service Level Agreements
          7. Defining Requirements
          8. Obtaining Approvals and Implementing the Solution
        2. Understanding Your Current Environment
          1. Determining Staffing Needs
          2. Surveying Current Content
          3. Documenting the Network Infrastructure
          4. Choosing Server Platforms
            1. Physical Machines
            2. Virtual Machines
        3. Identifying Infrastructure Dependencies
          1. Windows Server Software
          2. Active Directory
          3. Domain Name System
          4. E-Mail Servers
          5. SQL Server
        4. Identifying Other Design Considerations
          1. Deploying Web Front-End Servers
          2. Deploying Query and Indexing Servers
          3. Deploying Excel Calculation Services
        5. Ensuring Availability and Performance
          1. Implementing Web Front-End Load Balancing
          2. Implementing Search and Query Server Load Balancing
          3. Scaling Excel Calculation Services
          4. Designing a Network Infrastructure
          5. Considering User Location
          6. Performing Capacity Planning
        6. Organizing Your Content
          1. Reorganizing and Consolidating SharePoint Services 2003 Content
            1. Multiple Content Types in a Single Document Library
            2. Per-Item Security and Benefits for Consolidation
          2. Using Enterprise Content Management Services
          3. Deploying SharePoint Portals
            1. Deploying Corporate Portals
            2. Deploying Personal Portals (My Site)
        7. Managing Your Content
          1. Using Site Collections
          2. Deploying Self-Service versus Administratively Created Sites
            1. Understanding Self Service Site Creation
            2. Understanding Administratively Created Sites
          3. Using Administrative Delegation
          4. Using the Two-Stage Recycle Bin
          5. Implementing Mobile Access
          6. Connecting to External Data Sources
        8. Planning Security
          1. Planning and Implementing Security Accounts
          2. Securing Internet Information Services
            1. Anonymous Authentication
            2. Integrated Authentication
            3. Basic Authentication
            4. .NET Forms-Based Authentication
            5. Pluggable Authentication
          3. Understanding Critical Services Placement
          4. Securing the Central Administration Interface
          5. Securing SQL Server
          6. Securing Extranets and Internet-Facing Collaborative Solutions
          7. Extending Existing Web Applications
        9. Deploying SharePoint Server Farms
          1. Single-Server Deployment
          2. Small Server Farms
          3. Medium Server Farms
          4. Large Server Farms
          5. Multiple Farms
            1. Using Interfarm Shared Services
        10. Summary
      4. 4. Multilingual Planning, Deployment, and Maintenance
        1. Multilingual Support in Windows SharePoint Services 3.0 and SharePoint Server 2007
          1. Preparing Front-End Servers for Multiple Languages
          2. Installing Additional Language Files
        2. Selecting a Product Installation Language
          1. Understanding Language Template Packs
          2. Installing Language Packs on Front-End Servers
          3. Uninstalling Language Packs
          4. Hosting Sites in Different Languages
        3. Creating a Variation Hierarchy of Web Sites
          1. Managing Variation Settings
          2. Planning Considerations
        4. Incorporating Variation Concepts into Planning
        5. Planning Variation Configurations
          1. Configuring the Variation System
            1. Variation Home
            2. Automatic Creation
            3. Recreate Deleted Target Page
            4. Update Target Page Web Parts
            5. Notification
            6. Resources
          2. Designating Source and Target Sites with Variation Labels
          3. Building Sites with the Variation Hierarchy
          4. Propagating Content from Source to Target Sites
          5. Managing Variation Sites
            1. Customize Web Parts for Variation Sites
            2. Managing Corrections
            3. Customizing Search for Variation Sites
            4. Removing Variation Hierarchy and Sites
              1. Removing a Site
              2. Removing a Variation Hierarchy
              3. Removing Redirection Functionality
        6. Managing Translations
          1. Local Translation Management Tools
          2. What Is a Translation Management Library?
          3. Creating a Translation Management Library
          4. Uploading a Document
          5. Completing the Translation Management Workflow Process
          6. Customizing a Translators List
          7. Forwarding to External Translation Services
          8. Identifying Content Needing Translation
          9. Using Variation Packaging for Export and Import
        7. Deploying Content
        8. Summary
      5. 5. Installing Microsoft Office SharePoint Server 2007
        1. The Product Feature Matrix
        2. Hardware Recommendations
        3. Preparing for Installation
          1. Web/Application Server
          2. Database Server
          3. Active Directory
            1. Accounts Requirements
        4. User and Service Accounts
        5. Installing SharePoint Server 2007
        6. Running Through the Installation
          1. Advanced Options
          2. Installation Complete
        7. The Configuration Wizard
          1. Server Farm Connection
          2. Create a New Farm
          3. Create the Central Administration Web Application
          4. Complete Wizard Input
          5. Moving to Central Administration
        8. Understanding the Default Databases and Changes from the Database Structure in SharePoint Portal Server 2003
        9. Modifying Your Farm
          1. Adding Servers to Your Farm
        10. Understanding How Your Server Has Changed as a Result of Installing SharePoint Server 2007
        11. File System Changes
          1. Registry Changes
          2. Web Sites and Application Pools
        12. Removing Servers from Your Farm
        13. Installing Windows SharePoint Services 3.0
          1. Running Through the Installation
            1. WFE Installation
            2. Stand-Alone Installation
        14. Uninstalling SharePoint Server 2007
        15. Uninstalling Windows SharePoint Services 3.0
        16. Summary
    6. II. Administrating and Configuring Your Implementation
      1. 6. Performing Central Administration and Operations Configuration
        1. Introducing Central Administration
        2. Using the Central Administration Home Page
          1. Performing Administrative Tasks
          2. Understanding the Farm Topology View
            1. How Many Servers?
            2. Choosing Server Roles and Services
            3. Configuring Services
        3. Using the Central Administration Operations Page
          1. Farm-Level Server Management
            1. Servers In Farm
            2. Services On Server
            3. Outgoing E-Mail Settings
            4. Incoming E-Mail Settings
              1. Setting Up Key Components
              2. Configuring Incoming E-Mail Settings
              3. Configuring Sites to Receive E-Mail
          2. Security Configuration
            1. Service Accounts
            2. Information Rights Management
            3. Antivirus
            4. Blocked File Types
            5. Update Farm Administrator’s Group
            6. Information Management Policy Configuration
            7. Manage Settings for Single Sign-On
          3. Logging and Reporting
          4. Upgrade and Migration
          5. Global Configuration
            1. Job Service
            2. Site Management
            3. Farm Settings
          6. Backup and Restore
          7. Data Configuration
          8. Content Deployment
            1. Content Deployment Settings
            2. Content Deployment of Paths and Jobs
        4. Scenario: Expanding a Server Farm
          1. Configuring the Server Farm
          2. Configuring the Farm Services
          3. Configuring Network Load Balancing
        5. Summary
      2. 7. Application Management and Configuration
        1. SharePoint Web Application Management
          1. Hosting a Web Application
            1. Creating a Web Application
            2. Extending a Web Application
            3. Why Use a Separate Application Pool for Each Web Application?
            4. Creating a Database for Each Web Application
          2. Creating a New Web Application
            1. Creating a New Web Application Using Application Management
            2. Creating a New Web Application Through SSP Creation
            3. Assigning a Port Number or Host Header
            4. Choosing a Security Configuration
            5. Creating a Load-Balanced URL
            6. Configuring the Application Pool
            7. Reset Internet Information Services
            8. Database Name and Authentication
            9. Search Server
            10. Assigning Additional Worker Processes to an Application Pool
          3. Provisioning a Web Application
            1. Creating a New Site Collection
            2. Creating a New SSP
            3. Mapping a Web Application to an Existing Site Collection
          4. Additional Web Application Management Settings
            1. Remove SharePoint From IIS Web Site
            2. Delete Web Application
            3. Define Managed Paths
            4. Web Application Outgoing E-Mail Settings
            5. Web Application Settings
            6. Content Databases
            7. Manage Web Application Features
            8. Web Application List
        2. SharePoint Site Management
          1. Create Site Collection
          2. Delete Site Collection
          3. Site Use Confirmation And Deletion
          4. Quota Templates
          5. Site Collection Quotas And Locks
            1. Applying a Site Collection Lock
            2. Applying a Quota Template
          6. Site Collection Administrators
          7. Site Collection List
        3. Application Security
          1. Security For Web Part Pages
          2. Self-Service Site Management
          3. User Permissions for Web Applications
          4. Policy for Web Applications
          5. Authentication Providers
        4. External Service Connections
          1. Records Center
          2. HTML Viewer
          3. Document Conversions
        5. Workflow Management
        6. Summary
      3. 8. Administrating Personalization and Portal Taxonomies
        1. Understanding Taxonomies
          1. What Is Taxonomy?
            1. Flat Taxonomies
            2. Hierarchical Taxonomies
            3. Network Taxonomies
            4. Faceted Taxonomies
          2. Industry Best Practices for Developing a Taxonomy
            1. Tools for Determining Taxonomies
            2. Resources for Planning and Developing Taxonomies
          3. Taxonomy Considerations in SharePoint Server 2007
            1. Scale Considerations when Designing your Taxonomy
        2. Personalization in SharePoint Server 2007
          1. User Profiles
          2. My Sites
          3. Configuring Personalization Settings in SSP
        3. Configuring and Customizing User Profiles
          1. Importing User Profiles
          2. Viewing and Editing User Profiles
          3. Managing Profile Properties
          4. Configuring Profile Property Policies
          5. Deleting User Profiles
        4. Managing My Sites
          1. User Rights for My Site Creation
          2. Creating My Sites
            1. Changing a User’s Default My Site Location
            2. Moving My Sites
            3. Customizing My Sites
          3. Social Networking in My Sites
          4. Configuring My Home
            1. Adding and Managing Colleagues
              1. Adding Colleagues
              2. Colleague Alerts
            2. Configuring Memberships
            3. Creating Private Documents in My Sites
            4. Creating a Personal Blog
          5. Configuring My Profile
            1. Configuring User Details
              1. Adding Responsibilities and Skills
          6. Configuring User Alerts
          7. Navigating to Users’ My Sites
          8. Publishing Links to Office Clients
          9. Personalization Links
            1. Using Personalization Links for My Site Navigation
          10. Setting Quotas for My Sites
          11. Creating My Sites with Duplicate User Names
          12. Deleting My Sites
        5. Personalization Sites
        6. Searching for People
        7. Configuring and Managing Audiences
          1. Creating Audiences
            1. Set Audience Rules
          2. Setting Audience Compilation Schedule
          3. Updating Existing Audiences
          4. Targeting Content Using Audiences
            1. Targeting Web Parts
            2. Targeting List Items
        8. Introduction to Knowledge Networks
        9. Overview of Knowledge Network for SharePoint Server 2007
        10. Installing and Configuring Knowledge Network for SharePoint Server 2007
          1. Installing Knowledge Network
          2. Configuring Knowledge Network Server for Office SharePoint Server 2007
          3. Knowledge Network Database Configuration
          4. Knowledge Network Job Configuration
          5. Knowledge Network Manage Members Configuration
            1. Knowledge Network Portal Feature
        11. Summary
      4. 9. Document Management
        1. Understanding Informal and Formal Communications
          1. Informal Communication
          2. Formal Communication
        2. The Importance of Document Libraries
        3. Working with Document Libraries
          1. Opening a Document Library
          2. Adding Documents to the Library
            1. Adding Documents by Using the Upload Commands
            2. Adding Documents by Using Explorer View
            3. Adding Documents by Using WebDAV
          3. Working With Documents in the Document Library
            1. Checking Out and Editing Documents
            2. Checking In Documents
            3. Requiring Check Out
          4. Managing Document Versioning
            1. Understanding Major and Minor Versions
            2. Setting Version Limits
            3. Comparing Versions
            4. Approving and Publishing Documents
            5. Using Permissions to Control Viewing of Versions
            6. Marking Documents As Final
          5. Using Document Management Site Templates
            1. Document Center
            2. Document Workspace
        4. Managing Documents and Workflow
          1. Creating Metadata
            1. Creating a New Document Library Column
            2. Choosing Column Data Types
            3. Setting Metadata Values
            4. Editing the Existing Metadata of a Document
            5. Document Information Panel
          2. Creating Site Columns
            1. Creating a New Site Column
            2. Adding an Existing Site Column
          3. Defining Workflow
            1. Standard Workflows
            2. Creating a Document Workflow
            3. Completing the Workflow
            4. Monitoring the Workflow
          4. Using Document Templates
          5. Converting Documents
            1. The Load Balancer Service
            2. The Launcher Service
            3. Configuring Document Conversion
            4. Performing a Conversion
        5. Integrating with 2007 Microsoft Office System Clients
        6. Working with Document Security
          1. Using Document Inspector
          2. Using Digital Signatures
            1. Enabling Support for Digital Signatures
            2. Using a Signature Line
            3. Creating a Digital Signature Placeholder
            4. Digitally Signing a Document with a Placeholder
            5. Digitally Signing a Document Without a Placeholder
            6. Viewing Digital Signatures
          3. Item-Level Permissions
          4. Rights Management Services
        7. Summary
      5. 10. Records Management in Microsoft Office SharePoint Server 2007
        1. Introduction to Enterprise Records Management
        2. Representative Regulations
        3. The Records Management Plan
          1. The Compliance Requirements Document
          2. Records Management Roles
            1. SharePoint Administrators
            2. Compliance Officers
            3. Records Managers
            4. Content Managers
            5. Information Workers
          3. The File Plan
        4. Setting Up Records Management in SharePoint Server 2007
          1. Creating and Managing Content Types
          2. Creating the Records Center
          3. Creating Document Libraries
          4. Defining Metadata
          5. Defining Information Management Policies
            1. Expiration
            2. Auditing
            3. Labeling
            4. Barcoding
            5. Form Conversion for Archiving
          6. Configuring the Record Routing Document Library
        5. Managing Documents in the Records Center
          1. Placing a Hold on Documents
          2. Exempting a Document from Expiration Policy
        6. Configuring Security on the Records Center
          1. Configuring User and Group Permissions
          2. Configuring Policy Settings in Central Administration
        7. Creating Policy Templates
        8. Submitting Content to the Records Center
          1. Submitting Content from Microsoft Exchange and Outlook
          2. Submitting Content Using Managed Mail Folders
          3. Submitting Content Automatically Through Custom Workflow
          4. Submitting Content Programmatically Using the Records Repository Web Service
        9. Configuring Document Retention and Disposal
          1. Using the Disposition Approval Workflow
        10. Configuring Information Management Policy Reporting
          1. Configuring Audit Log Reports
          2. Configuring Site Collection Auditing
          3. Configuring Information Management Policy Usage Reporting
          4. Viewing Policy Reports
        11. Summary
      6. 11. Web Content Management and Publishing Features
        1. Understanding Web Content Management Sites
          1. New Permission Levels and Security Groups
          2. Separating Content and Presentation
          3. Using Variations
        2. Administering Web Content Management Sites
          1. Creating Publishing Sites
          2. Configuring the Welcome Page
          3. Configuring Master Page Settings
          4. Managing the Master Page And Page Layout Gallery
            1. Configuring Master Page Gallery Permission Inheritance
          5. Managing Site Content and Structure
            1. Reusable Content
            2. Content and Structure Reports List
          6. Configuring Navigation Settings
          7. Assigning SharePoint Groups and Permission Levels
        3. Smart Client Content Authoring
          1. Configuring Document Conversion Services
          2. Document Converters
        4. Configuring Content Caching
          1. Configuring Cache Profiles
          2. Enabling Page Output Caching
          3. Enabling Disk Caching
        5. Publishing a Site Collection
          1. Enable the Publishing Feature on the Farm
        6. Summary
      7. 12. Administrating Data Connections
        1. What Is the Business Data Catalog?
        2. Understanding the Business Data Catalog Architecture
          1. Metadata
          2. Business Data Catalog APIs
        3. Implementing BDC Security Options
          1. Authentication Methods
          2. Authorization
          3. Central Security and Auditing
        4. Managing Data Connections
          1. Deploying Metadata Package
          2. Business Data Actions
        5. How to Use Business Data Catalog Features
          1. Business Data Web Parts
          2. Business Data in Lists
          3. Business Data and User Profiles
            1. Importing Data from the BDC into the Profile Database
            2. Mapping Profile Properties to BDC Data
          4. Business Data and My Site
          5. Connection Reuse in Excel, SharePoint, InfoPath, and Reporting Services
          6. Business Data Catalog and Search
            1. Adding a Content Source
            2. Mapping Crawled Properties
            3. Customizing the End-User Experience
        6. Summary
      8. 13. Performance Monitoring and Microsoft Operations Manager 2005
        1. Understanding System Monitor
          1. System Monitor
          2. Counter Logs
          3. Trace Logs
          4. Alerts
        2. Preparing to Monitor Performance
          1. Monitoring Processor Utilization
          2. Monitoring Memory Utilization
          3. Monitoring Disk Utilization
          4. Monitoring Network Utilization
            1. Monitoring at the Data-Link Layer
            2. Monitoring at the Network Layer
            3. Monitoring at the Transport Layer
            4. Monitoring at the Presentation Layer
            5. Baselining Your SharePoint Server 2007 Install
        3. Working with the Performance Tool
          1. Customizing the Display
          2. Additional Features
        4. Microsoft Operations Manager 2005 and SharePoint Server 2007
        5. Microsoft Operations Manager 2005 Architecture
          1. Microsoft Operations Manager 2005 Components
            1. Microsoft Operations Manager 2005 Management Server
            2. Managed Computers and Agents
            3. User Interfaces
              1. Administrator Console
              2. Operator Console
              3. Reporting Console
              4. Web Console
            4. Management Packs
        6. MOM Management Packs
          1. Rules
          2. Alerts
          3. Knowledge
          4. Tasks
          5. Views
        7. Using MOM 2005 to Monitor SharePoint Server 2007
        8. Deploying the MOM 2005 Management Packs for SharePoint Server 2007
          1. Identifying Computers to Manage
          2. Increasing the Size of Log Files
          3. Disabling Event Log Replication on Clustered Servers
          4. Considering Slow or Expensive Network Links
          5. Installing Microsoft Operations Manager 2005 Agents
          6. Installing Management Packs
        9. Supplementary Management Packs
        10. Key Monitoring Scenarios
        11. Summary
      9. 14. Information Security Policies
        1. Password Policies
        2. Personal Use of Sites
        3. Information Storage Policies
        4. Administrative Policies
        5. Logging Events
        6. Authorized Web Parts and Applications
        7. Change Control
        8. Information Privacy
        9. Data Classification Schemes
        10. Extranet Considerations
        11. Summary
      10. 15. Managing Content Types
        1. Introducing Content Types
          1. Understanding Metadata
          2. Default Content Types
          3. Understanding the Content Type Inheritance Model
          4. Understanding Content Type IDs
        2. Creating Content Types
          1. Permissions for Creating and Modifying Content Types
          2. Creating a New Content Type at the Site Level
          3. Configuring Columns for Content Types
            1. Configuring a Required Column
          4. Configuring Document Libraries
            1. Configuring Document Libraries for Multiple Content Types
            2. Adding a Content Type
            3. Changing the Template
            4. Adding Columns to a Document Library Content Type
            5. Removing a Content Type from a Document Library
            6. Setting the Document Templates Order and the Default Content Type
          5. Configuring Document Library Views for Multiple Content Types
          6. Associating Documents with Content Types
          7. Uploading Multiple Documents to a Multiple Content Type Document Library
          8. Versioning and Modifications to Existing Content Types
          9. Creating Content Types when Deploying InfoPath Forms
        3. Extending Content Types
          1. Attaching Workflow to a Content Type
            1. Using the Built-in Workflows
            2. Using SharePoint Designer 2007
          2. Using Content Types to Format E-Mails
        4. Searching by Using Content Types
        5. Summary
    7. III. Search, Indexing, and Shared Services Provider
      1. 16. Enterprise Search and Indexing Architecture and Administration
        1. Understanding the Microsoft Vision for Search
        2. Crawling Different Types of Content
          1. Desktop Search
          2. Intranet Search
          3. Enterprise Search
          4. Internet Search
        3. Architecture and Components of the Microsoft Search Engine
          1. Crawler Process
          2. Indexer Process
        4. Understanding and Configuring Relevance Settings
          1. Click Distance
          2. Hyperlink Anchor Text
          3. URL Surf Depth
          4. URL Matching
          5. Automatic Metadata Extraction
          6. Automatic Language Detection
          7. File Type Relevance Biasing
        5. Search Administration
          1. Creating and Managing Content Sources
            1. Administrating Crawl Rules
              1. Specifying a Particular Account to Use When Crawling a Content Source
              2. Crawling Complex URLs
            2. Crawler Impact Rules
          2. SSP-Level Configurations for Search
          3. Managing Index Files
            1. Continuous Propagation
            2. Resetting Index Files
          4. Troubleshooting Crawls Using the Crawl Logs
          5. Working with File Types
          6. Creating and Managing Search Scopes
            1. Creating and Defining Scopes
              1. Web Address Scope Type
              2. Property Query Scope Type
              3. Content Source and All Content Scopes
            2. Global Scopes
            3. Site Collection Scopes
          7. Removing URLs from the Search Results
          8. Understanding Query Reporting
        6. The Client Side of Search
          1. Executing Queries to Query the Index
        7. Managing Results
          1. Adding Properties to Advanced Search in SharePoint Server 2007
          2. Modifying Other Search Web Parts
          3. Server Name Mappings
          4. Thesaurus
            1. Expansion Sets
            2. Replacement Sets
          5. Noise Word File
          6. Managing Keywords
          7. Working with the Result Set
          8. Receiving Notifications from Search Results
          9. Customizing the Search Results Page
            1. Search Box
            2. Search Core Results
          10. Results Collapsing
          11. Finding People in the Search Center
        8. Summary
      2. 17. Enterprise Search and Indexing Deployment
        1. Enterprise Search Administration
        2. End-User Experience
        3. Enterprise Administration for Farms
          1. Farm-Level Search Settings
          2. Query and Index Servers
          3. Shared Services Providers with Search Enabled
        4. Choosing a Search Implementation Topology Model
          1. Role of the Index Server
          2. Role of the WFE Server
          3. Role of the Query Server
          4. Role of the Database Server
        5. Sample Deployment Scenarios
          1. Collaboration Sites
          2. Enterprise Portal Deployments
          3. Internet-Facing Site
        6. Disabling Search at the List Level
        7. Summary
      3. 18. Administrating Shared Services Providers
        1. Introduction to the Shared Services Provider
        2. Configuring an SSP
        3. Managing Shared Services Providers
          1. Configuring User Profiles, Audiences, and Personal Sites Settings
            1. Configuring User Profiles And Properties
            2. Configuring Profile Services Policies
            3. Configuring My Site Settings
            4. Specifying Trusted My Site Host Locations
            5. Specifying Published Links To Office Client Applications
            6. Configuring Personalization Site Links
            7. Configuring Personalization Services Permissions
          2. Configuring Search Settings
          3. Configuring Portal Usage Reporting Settings
          4. Configuring Audiences Settings
            1. Using Audiences to Target Content
          5. Configuring Excel Services Settings
          6. Configuring Business Data Catalog Settings
        4. Managing SSPs at the Farm Level
          1. Creating a New SSP
          2. Modifying Web Application Associations
          3. Configuring Inter-Farm Shared Services
        5. Restoring an SSP
        6. Summary
    8. IV. Integrating Additional Server Platforms
      1. 19. Publishing SharePoint Server 2007 Data to Mobile Devices Through ISA Server 2006
        1. Designing a Secure Mobile Infrastructure
          1. Understanding Firewall Configurations
          2. Using ISA Server 2006 with SharePoint Server 2007 Implementations
        2. Configuring Servers for Secure Mobile Access to SharePoint Data
        3. Configuring Windows Mobile Devices to Access SharePoint
        4. Summary
      2. 20. Excel Services and Building Business Intelligence Solutions
        1. Understanding Excel Services Components
          1. Excel Calculation Services
          2. Excel Web Access
          3. Excel Web Services
          4. Excel Calculation Service Proxy
          5. The Report Center Template
        2. Configuring Excel Services
          1. Enabling Excel Services
          2. Configuring a Trusted Connection
        3. Publishing Workbooks to Excel Services
          1. Limiting the Area That Can Be Viewed
          2. Defining Parameters
        4. Working with Spreadsheets Through Excel Web Access
          1. Viewing a Spreadsheet in the Browser
          2. Commands Available Within the Browser
            1. Open in Excel 2007
            2. Open Snapshot in Excel 2007
            3. Reload Workbook
            4. Refresh Selected Connection/Refresh All Connections
            5. Calculate Workbook
            6. Find
          3. Analyzing Data in the Browser
            1. Working with Tables and AutoFilters
            2. Working with PivotTables
          4. Unsupported Features
        5. Using Excel Services in Dashboards
          1. The Excel Web Access Web Part
          2. Key Performance Indicators Web Parts
          3. Filter Web Parts
        6. Configuring Security
          1. File Access Security
          2. Data Access Security
          3. User Access Security
        7. Performance Considerations
          1. Scaling Excel Services
            1. Enabling Components
            2. Enhancing Throughput
          2. Modifying the Default TCP Settings
          3. Limiting the Number and Duration of Open Sessions
        8. Accessing Data from Other Sources
          1. Trusted Data Providers
          2. User-Defined Function Assembly
        9. Summary
      3. 21. Administrating Office Forms Server 2007 in Office SharePoint Server 2007
        1. Office Forms Server 2007 Features and Enhancements
          1. Office Forms Server 2007 Architecture
        2. Configuring Office Forms Server 2007
        3. Authentication, Security, and Forms Server 2007 Web Services Proxy
        4. Deploying Forms Server 2007
          1. Planning Deployment
          2. Form Types and Forms Server 2007
          3. Understanding User-Deployed Forms
          4. Choosing a Where to Deploy Forms
          5. Single Site Collection Content Type—User Deployment
          6. Farm Wide Content Type—Administrative Approved Deployment
            1. Verifying and Uploading the Form
            2. Activating the Form to a Site Collection
        5. Understanding Security Permissions
          1. Some Common Rules
          2. Using Forms that Contain Code
            1. Classic COM-Based Code—InfoPath COM-Based Solutions
            2. Managed Code Forms—InfoPath Managed Code-Based Solutions
          3. Using InfoPath Forms in Custom ASP.NET Pages
          4. Controls Available to Forms Server Forms
          5. Understanding Browser Compatibility Issues
          6. Data Connections Used with Forms Server
          7. Forms Server 2007 Compatibility with InfoPath 2003
          8. Compatibility with Existing InfoPath 2003 Forms
          9. Using New InfoPath Forms
        6. Summary
    9. V. Upgrading to Microsoft Office SharePoint Server 2007
      1. 22. Migrating from Content Management Server 2002 to Microsoft Office SharePoint Server 2007
        1. Why Migrate?
          1. End Users Can Do More Without Developer Assistance
          2. Out-of-the-Box Features Replace Customizations
          3. SharePoint Has More Built-In Capabilities
          4. Customization in SharePoint Is Less Intensive
        2. Understanding the Two-Part Migration Process
          1. Content Migration Phase
          2. Code Migration Phase
        3. Understanding Migration Options
          1. Side-by-Side Migration Option
          2. In Place Migration Option
          3. Incremental Migration Option
        4. Understanding the Different Types of Migration Tasks
          1. Administrator-Oriented Migration Tasks
          2. Developer-Oriented Migration Tasks
        5. SharePoint Server 2007 Content Migration
          1. Creating Migration Profiles
          2. Running Content Migration Jobs
        6. CMS Assessment Tool
          1. Installing and Running the CMS Assessment Tool
          2. Reviewing CMS Assessment Tool–Generated Reports
            1. Site Summary Report
            2. Publishing API Usage Summary Report
            3. Publishing API Class Usage Report
            4. Placeholder Control Usage Report
            5. User Methods Calling Publishing API Report
            6. Methods Returning Publishing API Report
            7. Classes with Publishing API Fields Report
            8. Workflow Event Handling Report
            9. User Classes with Publishing API Parents Report
            10. Placeholders per Template Report
            11. Template vs. Placeholder Control Report
            12. Web Author Consoles Report
            13. Http Modules Report
            14. Output Cache Settings Report
            15. Project Line Count Report
            16. ASP.NET Control Usage Report
            17. CMS Repository Size Report
            18. Channel Information Report
            19. Gallery Information Report
            20. Template Information Report
            21. Template Property Definition Report
            22. Placeholder Definition Usage Report
            23. Posting Information Report
            24. Posting Custom Properties Report
            25. Duplicate Posting Names Report
            26. Site Analyzer Results Report
            27. Pre-Migration Analyzer Results Report
        7. Summary of Migration Steps
          1. Planning the Migration
            1. Run the CMS Assessment Tool
            2. Stop Current Development and Determine Site Migration Order
            3. Run the SharePoint Server 2007 Content Migration Tool
          2. Preparing for Migration
            1. Upgrade Content Management Server 2001 or 2002 to Content Management Server 2002 Service Pack 2
            2. Upgrade Content Management Server Web Site Application to ASP.NET 2.0
              1. Master Pages
              2. Navigation Providers
              3. Refactor Business Logic from Templates to Class Libraries
            3. Perform Test Migrations
          3. Migrating Content Management Server 2002 to SharePoint Server 2007
            1. Run the SharePoint Server 2007 Content Migration Tool
            2. Apply Master Pages for Site Branding
            3. Upgrade Unbranded Page Layouts
            4. Migrate Custom Placeholders and Other Controls
            5. Update Navigation Providers
            6. Migrate Data Abstraction Layer Code
          4. Testing and Deployment
        8. Summary
      2. 23. Upgrading from Microsoft Windows SharePoint Services 2.0
        1. Understanding Your Upgrade Options
          1. In-Place Upgrade
          2. Gradual Upgrade
          3. Content Database Migration
        2. Planning Your Upgrade
          1. Microsoft FrontPage Customizations
          2. Organizing and Resizing Content Databases
        3. Pre-Upgrade Tasks
        4. The Upgrade Process
          1. Task 1: Installing Windows SharePoint Services 3.0 Binaries—In-Place/Gradual Upgrade Approach
          2. Task 2: Running the Prescan Tool
          3. Task 3: Running the SharePoint Products And Technologies Configuration Wizard
          4. Task 4a: Upgrading and Migrating Windows SharePoint Services 2.0 Web Sites—In-Place Upgrade Approach
          5. Task 4b: Upgrading and Migrating Windows SharePoint Services 2.0 Web Sites—Gradual Upgrade Approach
          6. Task 4c: Performing a Content Database Migration
        5. Post-Upgrade Tasks
          1. Completing the Windows SharePoint Services 3.0 Installation
          2. Confirming Upgraded Sites
            1. Deprecated Features
            2. Revert Web Site
          3. Finishing the Upgrade Process
          4. Redistributing Content or Sites As Needed
        6. Summary
      3. 24. Upgrading from Microsoft SharePoint Portal Server 2003
        1. Understanding Upgrade Options
        2. Planning the Upgrade
          1. Deprecated Features
            1. Areas
          2. Listings
          3. Sites Directory
          4. Search
          5. Shared Services
            1. My Site
            2. SharePoint Portal Server Alerts
            3. User Profiles and Audiences
            4. Permissions
            5. Single Sign-On
            6. E-Mail Enabled Document Libraries
            7. Custom Branding and Cascading Style Sheets (CSS)
        3. Performing Pre-Upgrade Tasks
        4. Performing the Upgrade Process
          1. Task 1: Installing SharePoint Server 2007 Binaries—In-place/Gradual Upgrade Approach
          2. Task 2: Running the Prescan.exe Tool
          3. Task 3: Running the SharePoint Products And Technologies Configuration Wizard
          4. Task 4a: Performing In-Place Upgrade of SharePoint Portal Server 2003 Web Sites
          5. Task 4b: Performing a Gradual Upgrade
          6. Task 4c: Performing the Content Database Migration
        5. Performing Post-Upgrade Tasks
        6. Summary
      4. 25. Upgrading Site Customizations and Custom Site Definitions to Microsoft Windows SharePoint Services 3.0
        1. Windows SharePoint Services 2.0 Site Definitions and Unghosting
          1. Custom Site Definitions
          2. Exploring Windows SharePoint Services 3.0 Site Definitions
          3. Windows SharePoint Services 2.0 Site Definitions versus Windows SharePoint Services 3.0 Site Definitions
        2. Upgrading Your Customized Windows SharePoint Services 2.0 Site Definitions to Windows SharePoint Services 3.0
          1. Changing a Windows SharePoint Services 2.0 Site Definition to Incorporate Version 3.0 Functionality
          2. Upgrading Existing Sites with an Upgrade Schema Definition File
          3. Upgrading Customized Pages
          4. The _Layouts Virtual Directory
          5. Upgrading Web Parts
        3. Summary
    10. VI. Extending Microsoft Office SharePoint Server 2007
      1. 26. Introducing Features
        1. Understanding the Default Feature Files
        2. Configuring Feature Components
          1. Feature.xml File
          2. Element Files
            1. Element Examples
            2. Table of Elements
          3. Resource Files
        3. Administering Feature Scope
          1. Element Scoping
          2. An Example of a Site Collection-Scoped Feature
        4. Creating Features in Visual Studio 2005
          1. Creating the Project Class Library
          2. Creating the Feature.xml File
            1. Associating Schema to a Feature
            2. Generating the Feature GUID
            3. Defining the Feature Scope and Other Feature Attributes
          3. Creating Feature Element Files
            1. Adding Toolbar Items
            2. Adding a Menu Item
              1. Creating the Menu File
              2. Linking to a New Menu Item
          4. Adding Element Files to the Feature.xml File
          5. Installing and Activating a Feature
        5. Deploying Features
          1. Using Stsadm.exe and Feature Commands
          2. Permissions for Deploying Features
          3. Adding Feature Files to a Web Server File Location
          4. Installing Features
          5. Activating Features
          6. Using Activation Dependencies and Scopes
          7. Deploying Features by Using Solutions
            1. Steps for Creating a Solution Package
            2. Creating the Manifest.xml File
            3. Creating the Diamond Directive File (.ddf)
            4. Generate the CAB and WSP File
            5. Deploying the Solution
          8. Deactivating and Uninstalling Features
          9. Updating an Existing Feature
        6. Accessing Information with the Feature Object Model
        7. Creating an Event Handler Feature
          1. Synchronous and Asynchronous Events
          2. Building the Solution
            1. Creating a New Project Class Library
            2. Adding a Reference
            3. Signing the Project
            4. Creating the Feature.xml and Elements.xml Files
            5. Deploying and Testing a Feature
        8. Implementing Feature Events
          1. Instantiating the SPFeatureReceiver Class Provisioning Callouts
            1. Creating the Feature Event File
            2. Configuring the Feature.xml File for Feature Event
        9. Including Features in Site Definitions
          1. Creating a Custom Site Definition
          2. Adding a Feature to the Site Definition
          3. Removing a Feature from ONET.XML File
        10. Summary
      2. 27. Using Microsoft Office SharePoint Designer 2007 with Microsoft Windows SharePoint Services 3.0
        1. What Is Office SharePoint Designer 2007?
          1. When Do You Use SharePoint Designer 2007?
        2. Working with SharePoint Designer 2007
          1. Opening SharePoint Sites
          2. Getting to Know SharePoint Designer 2007
            1. The Main Work Area
            2. Working with Views
          3. Configuring Contributor Settings
            1. General
            2. Folders
            3. Creating Pages
            4. Editing
            5. Formatting
            6. Images
            7. SharePoint
          4. Adding Contributor Settings to Site Templates
          5. Creating New Files
        3. Understanding Master Pages
          1. Content Pages
            1. Content Placeholders
            2. Master Page Tokens
            3. The Difference Between Application, Content, and Form Pages
          2. Customize Master Pages
        4. Customizing a Web Site
          1. Cascading Style Sheets, WYSIWYG, and Tools
            1. Auto Style Mode
            2. Manual Style Mode
            3. CSS IntelliSense
            4. CSS Link Server Control
            5. CSS Layouts
          2. Site Definition
          3. Revert To Template
        5. Working With Data Integration
          1. The Data Source Library
            1. Adding a SharePoint List or Library
            2. Adding a Database Connection
            3. Adding an XML File
            4. Adding a Server-side Script or RSS Feed
            5. Adding an XML Web service
            6. Creating a New Business Data Catalog View
            7. Adding a Linked Source
            8. Connecting to Another Data Source Library
          2. Using the Data Form Web Part
        6. Viewing Reports
        7. Summary
      3. 28. Implementing Microsoft Windows Workflow Services
        1. Benefits of Windows Workflow Foundation
        2. Tools for Extending the Workflow Model
        3. Understanding Workflow Architecture
          1. Activity Management
          2. Storing Source Files in Document Libraries
          3. Workflow Markup Language
          4. Compiling Source Files
        4. Windows Workflow Authoring
        5. Comparing SharePoint Designer 2007 and Visual Studio 2005 Designer
          1. What Is the Same
          2. What Is Different
          3. Considerations
        6. Building a Workflow by Using SharePoint Designer 2007
          1. Creating a Workflow
          2. Customizing the Workflow Initiation Settings
          3. Configuring the Predefined Conditions and Activities
            1. Conditions
            2. Activities
              1. Core Actions
              2. Task Actions
            3. Adding Conditional Branches to the Workflow
          4. Generating the Workflow Definition Template and Deploying the Workflow
          5. Using Custom Activities in SharePoint Designer 2007
          6. Extending Built-in Business Document Workflows
        7. Deploying a Workflow Created with Visual Studio 2005 Designer
          1. Pre-Deployment Tasks
          2. Performing Deployment and Activation
          3. Post-Deployment Tasks
        8. Summary
      4. 29. Microsoft Office SharePoint Server 2007 Web Parts
        1. Creating and Modifying Web Part Pages
          1. Adding Web Parts to a Page
          2. Using the Web Part Gallery and Advanced Options
            1. Browse
            2. Search
            3. Import
            4. Web Part Galleries
            5. Web Part List Filtering
            6. Exporting Web Parts
        2. Arranging Web Parts on a Page
          1. Methods of Arranging Web Parts
          2. Removing Web Parts
          3. Modifying Web Part Settings
            1. Web Part Properties
            2. List Views
        3. Connecting Web Parts
        4. Customizing and Personalizing Web Parts
        5. Summary of Built-In Web Parts
          1. Libraries
            1. Document Library
            2. Form Library
            3. Wiki Page Library
            4. Picture Library
            5. Data Connection Library
            6. Translation Management Library
            7. Slide Library
            8. Reports Library
          2. Communications
            1. Announcements
            2. Contacts
            3. Discussion Board
          3. Tracking
            1. Links
            2. Calendar
            3. Tasks
            4. Project Tasks
            5. Issue Tracking
            6. Survey
            7. iView Web Part
            8. WSRP Consumer
          4. Content Rollup
            1. Colleague Tracker
            2. Colleagues
            3. In Common Between Us
            4. Memberships
            5. My Links
            6. SharePoint Documents
            7. My Workspaces
            8. Recent Blog Posts
            9. Site Aggregator
          5. Dashboard
            1. Key Performance Indicators
            2. KPI Details
          6. Filters
            1. Choice Filter
            2. Current User Filter
            3. Date Filter
            4. Filter Actions
            5. Page Field Filter
            6. Query String (URL) Filter
            7. SharePoint List Filter
            8. SQL Server 2005 Analysis Services Filter
            9. Text Filter
            10. Filter Connections
          7. Miscellaneous
            1. Content Query
            2. RSS Viewer
            3. Summary Link
            4. Table of Contents
            5. Contact Details
            6. Content Editor
            7. Form
            8. Image Web Part
            9. Page Viewer
            10. Relevant Documents
            11. Site Users
            12. User Tasks
            13. XML
          8. Outlook Web Access
          9. Site Directory
            1. Categories
            2. Sites in Category
            3. Top Sites
        6. Summary
      5. 30. Microsoft Office SharePoint Server 2007 Disaster Recovery
        1. Understanding and Documenting Your Environment
          1. Documenting Your Infrastructure and Plan for Disaster
            1. Network and System Administrators
            2. Operating System
            3. Third-Party Software
            4. Network Components
          2. Documenting Your Server Farm Configuration
            1. Central Administration
            2. WFE Servers
            3. Search Server
            4. Shared Services Provider
            5. Excel Calculation Services
          3. Documenting Your Farm Installation
            1. Server Documentation
            2. Post-Installation Changes
          4. Testing Your Disaster Recovery Plan
        2. Backing Up and Restoring SharePoint Server 2007
          1. Performing Content Recovery
            1. Document Versioning
            2. Two-Stage Recycle Bin for Documents and Lists
            3. Command-Line Tool stsadm.exe
              1. Site Migration
              2. Site Backup and Restore
          2. Performing Disaster Recovery
            1. SharePoint Server Native Backup and Restore
              1. File Location
              2. User Interface
            2. Farm-Level Backup and Restores with stsadm.exe
              1. Backups
              2. Restoring
              3. Restoring to an Alternate Server Farm
            3. SQL Server Backup and Restore
            4. Internet Information Services Backup and Restore
          3. Implementing Fault Tolerance
            1. Web Application Load Balancing
            2. Application Server Load Balancing and Fault Tolerance
            3. SQL Server Clustering
            4. SQL Transaction Log Shipping
            5. SQL Database Mirroring
            6. Hardware Load Balancing
            7. Storage Area Networks
        3. Summary
      6. 31. Administrating Code Access Security
        1. Architecture and Terminology
          1. Identity-Based Security
          2. Code Access Security
            1. Permissions
            2. Security Evidence
            3. Security Policies
          3. Calculating Permissions for Assemblies
          4. Stack Walk Modifiers
          5. Declarative Security
        2. Setting a Secure Default Policy
        3. Configuring Security Settings in the Web.config File
          1. The SafeControls Section
          2. The securityPolicy Section
          3. The trust Element
        4. Understanding Security Policy Files
          1. The SecurityClasses and CodeGroup Sections
            1. Permissions
            2. Membership Conditions
            3. Understanding Code Groups
          2. The NamedPermissionSets Section
        5. Creating Policy Files
        6. Partially Trusted Callers
        7. Calculating the Required Assembly Permission Set
        8. Summary
    11. A. About the Authors
      1. Bill English
      2. Coauthors
      3. Contributing Authors
    12. Index
    13. SPECIAL OFFER: Upgrade this ebook with O’Reilly