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Special Edition Using Microsoft® SharePoint Portal Server

Book Description

Special Edition Using Microsoft SharePoint Portal Server is a must-have reference on collaboration using Microsoft's document and collaboration server. The book helps advanced users and administrators understand collaboration, SPS's architecture, using SPS, and finally how to administer the server in their business setting. Topics covered include: defining collaboration, what SPS can do for you, planning back-end infrastructure, planning for SPS security, and daily administration.

Table of Contents

  1. Copyright
  2. About the Authors
  3. Acknowledgments
  4. We Want to Hear from You!
  5. Introduction
  6. Overview
    1. Introducing SharePoint
      1. Understanding SharePoint Portal Server Benefits
      2. Architectural Framework
      3. Planning Design Goals
      4. SharePoint Portal Server and SharePoint Team Services
      5. Finding the Right Document
      6. Automatic Routing and Approval
      7. Aggregating Information Sources
      8. Summary
    2. SharePoint Portal Server Features and Capabilities
      1. Three Main Features
      2. Seamless Administration
      3. Rich Enterprise Search
      4. Document Management Lifecycle
      5. Integrated Document Management
      6. Document Profiles
      7. Integrated Security
      8. Indexing Engine
      9. Dashboard Site and Web Parts
      10. Client Extensions
      11. Requirements and Limitations
      12. Summary
    3. Overview of the Workspace and Dashboard
      1. Dashboard Overview
      2. Workspace Overview
      3. Approval Process Types
      4. Bypassing and Canceling the Approval Process
      5. Configuring the Workspace
      6. Using Web Folders
      7. Summary
    4. Overview of Document Management
      1. The Document Management Process
      2. Using Drafts
      3. Administration Based on Folder Type
      4. Comparing Standard to Enhanced Folders
      5. Core Document Management Components
      6. Associating Metadata with Documents
      7. Role-Based Security
      8. Additional Document Management Key Features
      9. Accessing Web Discussions
      10. Summary
    5. Overview of Indexing and Searching Content
      1. The End-User Experience
      2. Design Goals
      3. Building the Index
      4. Using Properties to Enhance Documents
      5. Categories—A Different View on Information
      6. Best Bets
      7. Language Dependencies
      8. Index Propagation
      9. Searching for Data
      10. Ranking Results
      11. Subscriptions—A Way to Search into the Future
      12. Summary
  7. SharePoint Planning, Design, and Administration
    1. Capacity Planning Within Your Environment
      1. Understanding the Requirements
      2. Reviewing the Number of Servers
      3. Server Deployment Recommendations
      4. Example Server Scenarios
      5. Planning Required Server Hardware
      6. Planning the Client
      7. Monitoring and Managing Performance
      8. Monitoring Using Standard Performance Counters
      9. Search and Index Resource Tuning
      10. Setting the Bar on Acceptable Performance
      11. Maximum Throughput Recommendations
      12. Special Considerations
      13. Summary
    2. Installation And Configuration
      1. Preface
      2. Server Requirements
      3. Windows 2000 Required Updates
      4. Prerequisites for Installing SharePoint Portal Server
      5. Client Requirements
      6. Dashboard Site Requirements
      7. Coexistence Issues
      8. Deployment Planning Considerations
      9. Installation of SharePoint Portal Server
      10. Installing the Client Components of SharePoint Portal Server
      11. Using Unattended Installation Options for the Client
      12. Overview of Common Administrative Tasks
      13. Summary
    3. Managing the Servers
      1. Introduction
      2. Server Management Tasks
      3. The General Settings Page
      4. Load Option Settings
      5. Proxy Server Options
      6. Access Account Options
      7. Location of Data Store and Log Files
      8. Exchange Server 5.5 Options
      9. Other Settings Tab
      10. Starting and Stopping Services
      11. Advanced Topics
      12. Troubleshooting
      13. Summary
    4. Managing the Workspace
      1. Introduction to the Workspace
      2. The Dashboard
      3. Holistic Workspace Management
      4. High-Level Role of the Workspace Coordinator
      5. Administering Multiple Workspaces
      6. Workspace Management Considerations
      7. Managing Critical Workspace Components
      8. Managing the Workspace Capacity Planning Process
      9. Modifying and Managing Global Workspace Settings
      10. Troubleshooting
      11. Chapter Summary
    5. Managing Folders And Documents
      1. Managing Folders Within the Workspace
      2. Creating and Configuring Your Folder Hierarchy
      3. Managing Documents Within the Workspace
      4. Using Folders and Docume nts Through the Dashboard Site
      5. Planning for Folder and Document Management
      6. Troubleshooting
      7. Real World Example: Choosing a Document Management Strategy
      8. Summary
    6. Planning and Managing Security
      1. SharePoint Security Concepts
      2. Permissions
      3. Planning and Implementing Security
      4. Security for Content in the Workspace
      5. Security for Content Outside the Workspace
      6. Other SharePoint Portal Servers
      7. Internet/Intranet Security
      8. Subscription Notifications and Discussions
      9. Managing Security
      10. Troubleshooting
      11. Real World Example: Additional Security Considerations
      12. Summary
    7. Creating Categories
      1. Overview of Categories
      2. Designing a Category Structure
      3. Creating Top Level Categories
      4. Categorizing Documents
      5. Auto Categorizing Documents
      6. Manual Categorization
      7. Categorizing Links Outside the Workspace
      8. Category Best Bets
      9. Managing Categories
      10. Using Categories
      11. Troubleshooting
      12. Summary
    8. Backup, Restore, and Duplication
      1. Designing a Backup and Restore Strategy
      2. Data Availability Requirements
      3. Backup Process
      4. Before Backing Up the Server
      5. Backup Procedures
      6. Verifying Backups
      7. Managing Backups
      8. Restore Process
      9. Restore Procedures
      10. Duplicating Server
      11. Develop Support Operations
      12. Developing a Complete Backup and Restore Model
      13. Troubleshooting
      14. Summary
  8. Customizing SharePoint
    1. Customizing Dashboards
      1. Dashboard and Web Parts
      2. Storing Dashboards and Web Parts
      3. Customizing Dashboards Through the Portal
      4. Customizing Quick Links, News, and Announcements Out-of-the-Box Web Parts
      5. Creating Sub-dashboards
      6. Add Existing Web Parts
      7. Customizing Web Parts
      8. Personal Dashboards
      9. Create Web Part Gallery
      10. Optimizing Dashboard Performance
      11. Configure Web Part Caching
      12. Dashboard Definition Caching
      13. Full-Page Caching
      14. Creating Web Parts
      15. Using Office XP
      16. Using Microsoft Office XP Developer
      17. Summary
    2. Create Web Parts Using Your Existing Code
      1. Integrating with SharePoint Portal Server
      2. Unstructured and Semi-Structured Data
      3. Structured Data
      4. Employee Locator Web Part (Version 1)
      5. Employee Locator Web Part (Version 2)
      6. Employee Locator Web Part (Version 3)
      7. Active Directory Lookup Web Part
      8. Active Directory Connection
      9. Summary
    3. Using WebDAV Protocol to Create Web Parts
      1. Web Storage System
      2. WebDAV Protocol
      3. Mkcol Sample Code
      4. PROPPATCH Sample Code
      5. PROPFIND Sample Code
      6. MOVE and COPY Sample Code
      7. LOCK Sample Code
      8. Customized Documents Folder Web Part
      9. Further Readings
      10. Summary
    4. Customizing SharePoint Using XML and XSL
      1. XML and XSL
      2. “Hello World” Web Part
      3. “Breaking Updates” Web Part
      4. Web Storage System SDK
      5. “Tips” Web Part
      6. View List of All the Tips
      7. Summary
  9. Planning and Managing Indexing
    1. Configuring SPS to Crawl Other Content Sources
      1. General Overview
      2. How Microsoft SPS Crawls
      3. The Crawling Process
      4. Functional Considerations
      5. Performance Considerations
      6. Security Considerations
      7. Troubleshooting
      8. Summary
    2. Managing Indexing
      1. Index Housekeeping
      2. Specifying Location of the Index
      3. Optimizing Search Results
      4. Indexing and Search Resource Usage
      5. Keeping the Index Up-to-Date
      6. Excluding Content
      7. Checking for Errors While Indexing
      8. Auto Categorization
      9. Performance Counters
      10. Searching Other Document Formats
      11. Larger Deployments
      12. Setting Up a Dedicated Indexing Server
      13. Summary
  10. Real World Scenarios
    1. Example Scenario 1—Planning a Deployment
      1. Planning a Deployment for ABC Company
      2. Business Goals and Requirements
      3. Building the Technical Support Organization
      4. Makeup of a Typical Technical Support Organization
      5. Hardware Vendor Selection
      6. Solutions Architecture
      7. Security Plan Development
      8. Developing the Workspace
      9. Preparing the Dashboard Site
      10. Addressing Change Management
      11. Preparing for Go-Live
      12. Documenting the System Landscape
      13. Planning for Support After Go-Live
      14. Summary
    2. Example Scenario 2—Single Business Unit Solution
      1. Deploying SharePoint for a Single Business Unit—Overview
      2. Leveraging Team Services at SmallTime
      3. Sharing Content and Facilitating Searching at SmallTime
      4. Providing Robust Search Services for SmallTime
      5. Creating a Simple Document Management System for SmallTime
      6. Collaborating at SmallTime
      7. Summary
    3. Example Scenario 3—Enterprise-Wide Solution
      1. Deploying SharePoint Portal Server Enterprise-Wide
      2. How to Approach an Enterprise Deployment
      3. Solutions Architecture Challenges
      4. Performance Requirements
      5. Scalability Requirements
      6. Security Requirements
      7. Administration Requirements
      8. Technical Support Organization Challenges
      9. Getting to Your Data—Physical Challenges
      10. Basic Data Challenges
      11. Summary
  11. Troubleshooting
    1. Troubleshooting
      1. The SharePoint Solution Stacks
      2. Troubleshooting and the Phases of Implementation
      3. General Troubleshooting Approach
      4. Our Detailed Troubleshooting Approach
      5. Summary
  12. Index