v
Contents
Foreword xv
Preface xvii
Acknowledgements xviii
Personal Acknowledgments xix
1 2007 Microsoft Office System 1
1.1 Introducing the 2007 Microsoft Office System 1
1.1.1 Investing in Solution Areas 3
1.1.2 Collaboration 5
1.1.3 Portal 6
1.1.4 Search 6
1.1.5 Enterprise Content Management 7
1.1.6 Business Processes 8
1.1.7 Business Intelligence 9
2 Windows SharePoint Services V3.0 11
2.1 A Necessary Platform 11
2.2 Main Architectural Ingredients 13
2.2.1 3-Tier Architecture 13
2.2.2 The Site Framework: Web Applications and
Site Collections 15
2.2.3 Site Storage—Configuration and Content Databases 19
2.3 Rendering Sites 22
2.3.1 Master Pages, Page Layouts, and Content Pages 22
2.3.2 Site Definitions, Site Templates, and Features 23
2.3.3 Navigation 26
2.4 Storage 29
vi Contents
2.4.1 Metadata—Introducing Content Types and
Site Columns 29
2.4.2 Administration—Folders, Recycle Bin, and AutoCopy 32
2.4.3 Versioning—A Major and Minor Enhancement 34
2.4.4 Search 37
2.5 Security Model 37
2.5.1 Authorization 37
2.5.2 Authentication 42
2.5.3 Granular Permissions 42
2.5.4 Security-Trimmed User Interface 43
3 Collaboration 45
3.1 Wikis, Blogs, and RSS (Really Simple Syndication) 45
3.1.1 Wikis 46
3.1.2 Blogs 51
3.1.3 RSS 53
3.2 Mobile Access 55
3.3 E-Mail and WSS 3.0 58
3.3.1 Outgoing E-Mail 58
3.3.2 Incoming E-Mail—Now We’re Talking! 58
3.3.3 Directory Management Service 62
4 Microsoft Office SharePoint Server 2007 69
4.1 Shared Services 69
4.2 MOSS extensions to WSS 3.0 70
4.2.1 Administration Additions 70
4.2.2 MOSS Permissions and Groups 71
4.2.3 MOSS Features 72
4.2.4 MOSS Web Parts 75
4.2.5 MOSS Templates 77
4.3 Business Data Catalog 81
4.3.1 Application Definition File 82
4.3.2 Importing an Application Definition File 85
4.3.3 BDC Web Parts 86
4.3.4 BDC and Lists 87
5 Enterprise Content Management 89
5.1 Document Management 90
5.1.1 Compliance 90
Contents vii
Contents
5.1.2 Auditing 91
5.1.3 Information Management Policies 93
5.1.4 Rights Management 96
5.2 Records Management 97
5.2.1 Records Repository Site 99
5.2.2 Web Service and Populating the Repository 101
5.2.3 E-mail and Records 103
5.2.4 Holds 105
5.3 Web Content Management 106
5.3.1 Publishing Site Templates 107
5.3.2 Creating Pages and Modifying Content 109
5.3.3 Content Deployment 111
6 Search 115
6.1 A Common Search Engine 116
6.1.1 The Core Engine 116
6.1.2 Goals for the Search Experience 119
6.2 Configuring Search 120
6.2.1 Managing Search 120
6.2.2 Content Sources, Crawl Rules, Site Hit Frequencies 122
6.2.3 Search Scopes 123
6.2.4 Managing Properties 126
6.3 Consuming Search 128
6.3.1 Search Query Syntax 129
6.3.2 Relevance, Best Bets, and Keywords 131
6.3.3 Search Results Page and Search Web Parts 132
6.3.4 Search Tabs and Searching the BDC 137
6.3.5 Making Sense of Searches through Search Reports 140
6.3.6 More than One Search! 141
7 People 143
7.1 The SharePoint User Profile 144
7.1.1 Populating the User Profile 144
7.1.2 User Profile Properties 147
7.1.3 Searching the Profile 149
7.2 Personal Portal—A User’s View 152
7.2.1 By Me—My Site 153
7.2.2 SharePoint Sites Web Part 155
7.2.3 Colleague Tracker Web Part 156
7.2.4 About Me—My Profile 156
viii Contents
7.2.5 For Me—Audiences and Personalization Sites 159
7.3 People Picker and Cross Forest Operations 161
8 Business Intelligence 163
8.1 Excel Services 164
8.1.1 Publishing Excel Workbooks 165
8.1.2 Viewing Workbooks in the Browser 166
8.1.3 Interacting with WorkBooks via Excel Web Access 168
8.2 Key Performance Indicators (KPIs) 169
8.2.1 Creating SharePoint KPIs 170
8.2.2 Displaying KPIs 171
8.3 Dashboards and Report Center Templates 171
9 Office and Exchange Integration 175
9.1 Outlook 2007 175
9.1.1 Synchronization Process 176
9.1.2 Lists 177
9.1.3 Libraries 179
9.2 Word 2007 180
9.3 PowerPoint 2007 182
9.4 Excel 2007 183
9.5 Access 2007 183
9.6 InfoPath 2007 184
9.7 My SharePoints—Navigating Sites, Opening, and Saving items 184
9.8 Accessing SharePoint Document Libraries through OWA 2007 185
10 Planning the SharePoint Deployment 189
10.1 Getting to Know the Requirements 189
10.2 Planning SharePoint Features 190
10.2.1 Authentication Providers 190
10.2.2 Enterprise Search Scoping 191
10.2.3 User Profiles and My Sites 192
10.2.4 RSS Feeds 193
10.2.5 Impact of Web Parts 194
10.3 Overview of Deployment Sizing 195
10.3.1 Performance Testing Methodology 196
10.3.2 Estimating Required Throughput for SharePoint 197
10.3.3 Recommended Application Limits 200
10.4 Sizing SharePoint Server 2007 203
Contents ix
Contents
10.4.1 Web Front-End Scalability 204
10.4.2 SQL Server Impact 205
10.4.3 Choosing Your Deployment Hardware Topology 206
10.4.4 High Availability Considerations 207
10.4.5 Network Impact 208
10.5 Disk Subsystem Planning 209
10.5.1 Database Sizing 210
10.5.2 Search Index Sizing 210
10.6 Global Deployment Considerations 211
10.6.1 Addressing Multiple Languages 211
10.6.2 Distributed or Regionalized Server Deployment 212
10.7 Preparing for Software Deployment 213
10.7.1 Service Accounts 213
10.7.2 Preparing Your DNS Architecture 215
10.7.3 SQL Server Configuration 216
10.7.4 Quota Management 217
10.8 Planning Backup and Restore 218
10.8.1 Out-of-the-Box Backup Options 218
10.8.2 Third-Party Backup Solutions 218
10.9 Planning Data Migrations 219
10.9.1 When Company Structures Change 219
10.9.2 Preparing for Cross-Platform Migrations 220
10.9.3 Addressing Functionality Changes 221
10.10 Planning Support for SharePoint 222
10.10.1 Planning a Support Strategy 222
10.10.2 Planning an Operational Model 224
10.10.3 Planning Service Level Agreements 226
10.10.4 Expected Support Call Volume 228
10.10.5 Staffing an Operational Team 229
10.10.6 Pathway to Production 230
10.10.7 Active Monitoring 231
10.10.8 Passive Analyzing 232
10.11 Performance Monitoring 232
10.11.1 Monitoring Strategy 233
10.11.2 Identifying Future Bottlenecks 234
11 Introduction to SharePoint Development 237
11.1 Development Architecture Overview 237
11.2 Microsoft Office SharePoint Designer 2007 243
11.3 Microsoft Visual Studio 2005 249
11.4 Windows SharePoint Services 3.0 Solution Framework 253
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