book

SharePoint® 2007 and Office Development Expert Solutions

Name: SharePoint® 2007 and Office Development Expert Solutions
ISBN: 9780470097403

by Randy Holloway, Andrej Kyselica, Steve Caravajal

August 2007

Intermediate to advanced

348 pages

9h 38m

English

Wrox

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Copyright
About the Authors
Credits
Acknowledgments
Introduction
Who This Book Is ForWhat This Book CoversHow This Book Is StructuredWhat You Need to Use This BookConventionsSource CodeErratap2p.wrox.com
1. What's New for Developers in Microsoft Office SharePoint Server 2007?
1.1. SharePoint and Office — Developer Platforms1.1.1. Building Applications with Windows SharePoint Services1.1.2. SharePoint and ASP.NET1.2. New SharePoint Developer Features1.2.1. Portal Services1.2.2. Enterprise Search1.2.2.1. What's New with Search?1.2.2.2. The Business Data Catalog1.2.2.2.1. Integrating Back-End System Data with No Code1.2.2.2.2. Integrating Back-End System Data Using Custom Code1.2.3. Document and Content Management1.2.3.1. Improved Performance with Large Lists and Document Libraries1.2.3.2. Extensible Field Types1.2.3.3. Custom Site Columns1.2.3.4. Content Types1.2.4. Web Content Management1.2.5. Workflow Services1.3. Integration with Office 20071.3.1. Document Formats1.3.2. InfoPath Forms Services1.3.3. Enterprise Content Management1.4. SharePoint and Office Development in Visual Studio1.4.1. Web Part Development1.4.2. Business Intelligence Features1.4.2.1. Excel Services1.4.2.2. Report Center1.5. Integrating the Desktop with Enterprise Systems1.6. Summary
2. Understanding SharePoint 2007 Services and Architecture
2.1. SharePoint Content Services2.1.1. Business Data Catalog2.1.1.1. Business Data Catalog Metadata2.1.1.2. Object Model Support for Business Data Catalog2.1.2. Page Model for Web Content Management2.1.3. Document Converters for Content Management2.2. Search Services2.2.1. Shared Service Provider for Search2.2.2. Query Web Service2.3. SharePoint APIs and Application Services2.3.1. Microsoft.SharePoint Namespace2.3.2. FrontPage Server Extensions and WSS RPCs2.3.3. Excel Services2.3.3.1. Excel Web Access2.3.3.2. Excel Web Services2.3.3.3. Excel Calculation Services2.3.3.4. Infrastructure for Excel Services2.4. Mobile Application Services2.5. Architecting Your Applications with SharePoint 2007 Services2.5.1. SharePoint Tiers2.5.1.1. User Presentation Services in SharePoint2.5.1.2. Business Logic Services in SharePoint2.5.1.3. Data Services in SharePoint2.5.2. Service Orientation and Business Process Management in SharePoint2.5.2.1. Service Orientation in SharePoint2.5.2.2. Business Process Management in SharePoint2.6. Summary
3. Programming SharePoint Lists and Libraries
3.1. Understanding Lists and Libraries3.1.1. Creating a SharePoint List3.2. Programming SharePoint Lists3.2.1. Adding a List Item3.2.2. Deleting and Updating List Items3.3. Programming SharePoint Document Libraries3.3.1. Uploading a Document to a Library3.3.2. Creating a Document Library Folder3.4. Web Services for Lists and Libraries3.4.1. WSS Web Services3.4.2. Retrieving List Data via Web Services3.4.3. Creating a New List via Web Services3.5. Using RSS for List Data Retrieval3.6. Using List Events3.7. Summary
4. XML, Web Services, and Extensibility in Office 2007
4.1. Word 2007 Customization and XML Capabilities4.1.1. Content Controls4.1.2. Custom XML Parts4.1.3. Example: Creating a Word Document with a Custom XML Part and Content Controls4.1.3.1. Creating the Blank Status Report Document and Adding Content Controls4.1.3.2. Loading the XML Data Source with VBA4.1.3.3. Binding the Content Controls4.1.3.4. Automating the Process4.2. Office 2007's OpenXML File Formats4.2.1. Open Packaging Convention4.2.2. Exploring the Word OpenXML format (WordprocessingML)4.2.2.1. Content Types4.2.2.2. Relationship Files4.2.2.3. Document Metadata4.2.2.4. Exploring Word's Main Document Part (/word/document.xml)4.2.2.5. Formatted Text4.2.2.6. Hyperlinks4.2.2.7. Tables4.2.3. Example: MS Word Report Generation with OpenXML4.2.3.1. Creating the Template Document4.2.3.2. Populating the Template Document4.2.3.2.1. Step 1: Reading the Template Document4.2.3.2.2. Step 2: Loading the document.xml Part for Editing4.2.3.2.3. Step 3: Finding the XML Element Representing the Content Control Placeholder4.2.3.2.4. Step 4: Creating a Table4.2.3.2.5. Step 5: Replacing the document.xml4.2.3.2.6. Step 6: Routing the Resulting Document Archive4.2.3.3. Outputting the OpenXML Document in ASP.NET4.2.4. Exploring the Excel OpenXML format (SpreadsheetML)4.2.4.1. /xl/workbook.xml.rels4.2.4.2. /xl/worksheets/sheet1.xml4.2.4.3. /xl/sharedStrings.xml4.2.5. PowerPoint's OpenXML File Format (PresentationML)4.3. Customizing and Integrating Office Client Applications with Web Services4.3.1. Building the Core Project with Ribbon Icons4.3.2. Connecting to a Web Service to Load Retrieve Data to Load into Excel4.3.3. Adding a Custom Task Pane4.4. Summary
5. User Interface Development in SharePoint and Office 2007
5.1. Web Parts in SharePoint 20075.1.1. Building a Web Part5.1.2. Web Parts with Web Controls5.1.3. Features in SharePoint5.1.3.1. ExcelServerSite Feature5.2. Master Pages in SharePoint5.2.1. Updating a Master Page in SharePoint Designer5.2.2. Creating a Custom Master Page in SharePoint Designer5.3. Customizing the Office Ribbon5.4. Document Information Panel5.5. Summary

6. SharePoint Application Services
6.1. InfoPath Forms Services6.1.1. Deploying Forms Services6.1.2. Creating a Custom Form6.1.3. Extending a Custom Form6.1.3.1. Conditional Formatting in InfoPath Forms6.1.3.2. Creating a Dynamic Lookup on a Form6.1.4. Publishing a Custom Form6.2. Services for Reporting and Dashboards6.2.1. Publishing a Report6.2.2. Creating Dashboards for Reports6.3. Records Management in SharePoint6.3.1. Records Hold Scenario6.3.2. Automation of Records Retention6.4. Summary
7. Building Business Intelligence Applications with SharePoint and Office
7.1. Excel Business Intelligence Features7.1.1. Data Visualization in Excel 20077.1.2. Accessing Data Sources7.1.2.1. Relational Data Sources7.1.2.2. Centralizing Connection Management7.1.2.3. Publishing the Data Connection Library7.1.2.4. Analysis Services Integration7.1.2.5. XML for Analysis (XMLA) Support7.1.2.6. Offline Cube Support7.1.2.7. Key Performance Indicators (KPIs)7.2. Excel Services7.2.1. Architecture7.2.1.1. Limitations7.2.2. Configuring Excel Services7.2.2.1. Excel Services Settings7.2.2.2. Trusted File Locations7.2.2.3. Trusted Data Connection Libraries and Providers7.2.3. Using Excel Services7.2.4. Excel Web Services7.2.4.1. API Overview7.2.4.2. Example: Reusing Business Logic Built into Excel Worksheets7.2.4.3. More on Excel Web Services7.2.4.3.1. Setting and Reading Values7.2.4.3.2. Controlling Calculation7.2.4.3.3. Refreshing Worksheet Data7.2.4.3.4. Saving Workbooks from Excel Services7.2.5. Troubleshooting Excel Services7.3. Summary
8. Creating Custom Workflows for Windows SharePoint Services and Office SharePoint Server
8.1. Windows Workflow Foundation Architecture8.1.1. Workflow Activities8.1.2. Workflow Markup8.1.2.1. XML File8.1.2.2. Code File(s)8.1.3. Workflow Execution8.2. Workflow Fundamentals and Types8.3. Windows SharePoint Services and Workflow Capability8.3.1. Workflow Templates8.3.2. Workflow Instances8.3.3. Authoring and Deploying a Workflow8.3.4. Associating a Workflow8.3.5. Instantiating a Workflow8.3.6. Workflow Forms8.4. Office SharePoint Server and Workflow Capability8.4.1. Predefined Templates8.4.2. InfoPath Workflow Form Advantages8.5. Creating Custom Workflows with SharePoint Designer8.5.1. Content Approval Workflow Scenario8.5.2. Creating the Content Approval Workflow: Exercise and Tutorial8.5.3. Creating the Content Approval Workflow: Review8.5.4. Quality Assurance Testing Scenario8.5.5. Creating the Quality Assurance Testing Scenario: Exercise and Tutorial8.5.6. Creating the Quality Assurance Testing Scenario: Review8.6. Creating Custom Workflows with Visual Studio Designer8.6.1. Content Approval Workflow Scenario8.6.2. Creating the Content Approval Workflow: Exercise and Tutorial8.6.3. Custom Workflow Debugging8.6.4. Creating the Content Approval Workflow: Review8.7. Summary
9. Web Content Management in Office SharePoint Server
9.1. Content Management9.2. Web Content Management9.2.1. Key Web Content Management Features9.2.2. Publishing Templates and Publishing Sites9.3. Creating a WCM Web Portal: Exercise and Tutorial9.3.1. Part 1 — Creating a New Web Application and a New Publishing Site Collection9.3.2. Part 2 — Extending the Web Application into the Internet Zone and Configuring Anonymous Access9.3.3. Part 3 — Restricting the Viewability of Specific Web Site Content from the Internet Zone9.4. WCM Site Content and Structure9.5. Web Content Management Architecture and Page Structure9.5.1. Templates9.5.1.1. Master Pages9.5.1.2. Page Layouts9.5.1.3. Master Page and Page Layout Gallery9.5.2. Other Key WCM Components9.5.2.1. Field Controls9.5.2.2. Content Types9.5.2.3. Page Content9.6. Authoring, Approving, and Publishing New Pages9.6.1. Authoring9.6.2. Content Approval9.6.3. Authoring, Approving, and Publishing: Exercise and Tutorial9.6.3.1. Part 1 — Creating a Custom Content Type9.6.3.2. Part 2 — Creating a Page Layout9.6.3.3. Part 3 — Authoring a Web Page Using a Custom Page Layout and Approving the Content9.7. Site Variations9.7.1. Preparing for Implementing Variations9.7.2. Content Publishing with Variations Enabled9.7.3. Creating Site Variations: Exercise and Tutorial9.8. Content Deployment9.9. Summary
10. Content Management and Workflow Scenario
10.1. Document Workflow for the Press Release10.1.1. Defining the Press Release Content Type10.1.2. Building the Initial Press Release Document Template10.1.3. Uploading the Document Template to the Content Type Definition10.1.4. Creating a Document Library Based on the Press Release Content Type10.1.5. Embedding Metadata Properties in the Template Document10.1.6. Completing the Template Document10.1.7. Creating a Custom Document Information Panel10.1.8. Defining Approval Workflow10.1.9. Packaging the Content Type10.2. Publishing Web Content from Documents10.2.1. Configuring a Web Publishing Site10.2.2. Document Converters for Web Publishing10.2.2.1. Configuring Document Conversion in SharePoint10.2.2.2. Publishing Documents for Conversion10.2.2.3. Manually Converting Document Content10.2.2.4. Integrating Workflow for Document Conversions10.2.3. Extending a Document Publishing Scenario10.3. Summary

Overview

Features end-to-end scenarios for using Office 2007 and SharePoint 2007, from generating Office documents programmatically to integrating document-based workflows with line of business applications or Web sites

Takes an in-depth look at integrating the information worker products from Microsoft into broader solutions for the enterprise

Some of the topics covered include building a workflow solution with Office and SharePoint 2007; programming SharePoint lists, items, and libraries; building Business Intelligence (BI) including Excel BI, Excel and Access Reporting, and SharePoint integration; using Web Content Management with SharePoint; and more

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