book

Real World SharePoint® 2007: Indispensable Experiences from 16 MOSS and WSS MVPs

Name: Real World SharePoint® 2007: Indispensable Experiences from 16 MOSS and WSS MVPs
ISBN: 9780470168356

by Scott Hillier, Robert Bogue, Adam Buenz, Andrew Connell, Stacy Draper, Luis Du Solier Grinda, Todd Klindt, Jason Medero, Dustin Miller, Shane Perran, Joris Poelmans, Heather Solomon, Nick Swan, Jan Tielens, Mike Walsh, Shane Young

August 2007

Beginner

502 pages

14h 43m

English

Wrox

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Copyright
About the Authors
Credits
Foreword
Introduction
Who This Book Is ForHow This Book Is StructuredWhat You Need to Use This BookConventionsSource CodeErratap2p.wrox.com
1. Introduction to SharePoint
1.1. Looking at the Old and New1.2. Installing WSS 3.01.3. Licensing1.4. The Components of the Standard Web Site1.4.1. Libraries and Lists1.4.2. Web Parts1.5. Options Within Lists1.5.1. Views1.5.1.1. Creating a View1.5.1.2. Amending the Home Page1.5.2. Folders1.6. Security1.6.1. Permission Level1.6.2. Anonymous Access1.7. The Home Page — Again1.7.1. Web Part Connections1.7.2. A Few Nice Improvements1.8. Interaction with Browsers and Clients1.9. WSS 3.0 and Office 2007 Working Together1.9.1. Access 20071.9.2. Excel 20071.9.3. Outlook 20071.10. Ways to See What's New1.10.1. Alerts1.10.2. RSS Feeds1.10.3. Search Functions1.11. Additional Areas of Interest1.11.1. Customizing a Site1.11.2. Virus Checking1.11.3. Backup/Restore1.11.4. Workflow1.11.5. Wikis and Blogs1.12. For More Information1.13. Summary
2. Configuring Forms Based Authentication
2.1. Creating a Simple User Store2.1.1. Creating a Database Using aspnet_regsql.exe2.1.2. Preparing to Use the Web Site Administration Tool2.1.2.1. Creating a Project in Visual Studio 20052.1.2.2. Connecting to the ASP.NET Application Database2.1.3. Working with the Web Site Administration Tool2.2. Creating SharePoint Applications2.2.1. Modifying the Host File2.2.2. Creating Two Sites that Point to the Same Content2.2.2.1. Creating the Intranet Site2.2.2.2. Creating an Internet Site2.2.3. Modifying web.config Files2.2.3.1. Modifying Central Administration web.config2.2.3.2. Modifying My Site Host Site web.config2.2.3.3. Modifying the SSP web.config2.2.3.4. Modifying the aspnet web.config2.3. Configuring SharePoint for FBA, Authentication Providers, and Permissions2.3.1. Setting FBA and Authentication Providers for Intranet2.3.2. Setting FBA and Authentication Providers for the Personalization2.3.3. Setting Permissions2.3.3.1. Setting Site Collection Administrator2.3.3.2. Adding ASP.NET Application Database Users to the Intranet Site2.3.3.3. Setting Personalization Permissions2.3.4. Creating a login.aspx2.4. Building a Custom Application to Manage Users in the Application Database2.4.1. ASP.NET Objects and Methods2.4.2. Getting a Head Start with the Toolbox2.4.3. Development Tip2.5. Active Directory for Application Mode as a User Store2.6. Custom Providers2.7. Consider Using Internet Security and Acceleration Server2.8. Summary
3. Understanding SharePoint Administration
3.1. Central Administration3.1.1. Backups3.1.2. Restore3.1.3. New Operational Features3.1.3.1. Incoming Email3.1.4. Web Applications3.1.5. Alternate Access Mappings and Zones3.1.5.1. Zones and Authentication Methods3.2. STSADM3.2.1. Introduction to STSADM3.2.2. Using STSADM3.2.3. Backup and Recovery with STSADM3.2.4. Managing Web Applications and Zones with STSADM3.2.5. Feature Management with STSADM3.2.6. Tricks with STSADM3.3. Summary
4. Developing Publishing Sites the Smart and Structured Way
4.1. Conventional Approach to Developing a Publishing Site4.2. Challenges Presented by the Conventional Approach4.2.1. Creating the Site Infrastructure with the SharePoint Browser Interface4.2.2. Creating Site Layout Files with Office SPD 20074.3. A Better Approach to Developing Publishing Sites4.3.1. The Feature and Solution Framework4.3.1.1. Understanding Features4.3.1.2. Understanding Solutions4.3.1.3. Benefits of Features and Solutions4.3.2. Using Features and Solutions to Deploy Site Infrastructure and Layout Files4.3.2.1. Creating a Feature4.3.2.2. Creating Site Columns with Features4.3.2.3. Creating Content Types with Features4.3.2.4. Provisioning Files with Features4.3.2.5. Module Node Overview4.3.2.6. File Node Overview4.3.2.7. Property Node Overview4.3.2.8. Testing the Site Infrastructure and Layout File Feature4.3.3. Disadvantages to Using Features and Solutions for Deployment4.3.3.1. Tedious to Build4.3.3.2. No Debugging Support4.3.3.3. Provisioning Files Requires Double Development4.3.3.4. Feature Deactivation and Solution Retraction Leaves Artifacts4.3.4. Advantages to Using Features and Solutions for Deployment4.3.4.1. Keep Layout Files Uncustomized4.3.4.2. Easy Deployment to Multiple Sites4.3.4.3. Easy Deployment to Multiple Environments4.3.4.4. Fully Utilize Source Control Management4.3.4.5. Full Control of Site Column and Content Types4.4. Tips, Tricks, and Traps4.4.1. Trick: Visual Studio 2005 XML Schema Cache4.4.1.1. Adding the SharePoint XML Schema One File at a Time4.4.1.2. Adding the SharePoint XML Schema to the Visual Studio 2005 XML Schema Cache4.4.2. Trick: Leveraging MSBuild with MakeCab.EXE to Create Automated Solution Packages4.4.3. Tip: Use the SharePoint API4.4.4. Trick: AC's WCM Custom Commands for STSADM.EXE4.4.5. Trap: Publishing Field Types4.4.6. Trap: Site Column Updates Don't Take Effect4.4.7. Trap: Content Type Updates Don't Cascade4.5. Parting Thoughts4.6. Summary
5. Using SharePoint Designer 2007
5.1. Appreciating SharePoint Designer5.2. Using SPD for Web Design5.2.1. Standards Compliance5.2.2. Designing for Accessibility5.2.3. IntelliSense for JavaScript and CSS5.2.3.1. Interacting with JavaScript in Code View5.2.3.2. Interacting with CSS in Code View5.3. Using SPD for SharePoint Sites5.3.1. Master Pages5.3.1.1. Modifying the default.master for a Team Site5.3.2. The Data View Web Part5.3.2.1. Connecting to a SharePoint List5.3.2.2. Conditional Formatting5.3.2.3. Connecting to an RSS Feed and Passing Parameters5.3.2.4. Connecting to a Web Service5.4. Customized (Unghosted) and Uncustomized (Ghosted) Pages5.5. There's So Much More5.6. Summary

6. Customizing and Branding the SharePoint 2007 Interface
6.1. An Overview of SharePoint 2007 Customization Options6.1.1. Out-of-the-Box, "No Code Required" Customization6.1.2. Developer-Focused Customizations6.1.2.1. Master Pages6.1.2.2. Page Layouts6.1.2.3. Cascading Style Sheets6.1.2.4. Site Templates6.1.2.5. Site Definitions6.2. Choosing Customization Options that Are Right for Your Organization6.2.1. Matching Business Needs with Customization Paths6.3. Practical Customization Solutions that Work in the Real World6.3.1. Getting Started6.3.2. Understanding Custom Master Pages6.3.2.1. Creating and Specifying a Custom Master Page6.3.3. Using SPURL to Specify Site or Site Collection Relative Paths6.3.3.1. Specifying Site and Collection Relative Paths with SPURL6.3.4. Specifying an Alternate Style Sheet6.3.4.1. Specifying and Modifying an Alternate Style Sheet6.3.5. Controlling Content Creation with Page Layouts6.3.5.1. Creating a Custom Page Layout6.4. CSS and SharePoint6.4.1. Understanding the Relevance of CSS6.4.2. What Is CSS?6.4.3. Utilizing CSS with SharePoint6.4.4. Personally Utilizing CSS6.4.5. Understanding Where the Styles Are Stored6.5. CSS Core Concepts6.5.1. The CSS Statement6.5.2. Grouping6.5.2.1. Grouping the Selectors6.5.2.2. Grouping the Declaration Properties6.5.3. Inheritance6.5.4. Contextual Selectors6.5.5. Cascading6.5.6. Multiple Classes for a Single Element6.6. Location, Reference, and Override Order6.6.1. Where to Store Your CSS Files6.6.1.1. On the Web Server6.6.1.2. In the Content Database6.6.2. How to Reference the CSS Files in Your Code or in the Site6.6.2.1. Including Styles in the Master Page6.6.2.2. Adding Styles Directly to the Master Page6.6.2.3. Importing Styles into the Master Page6.6.2.4. Linking Styles to the Master Page6.6.2.5. Using Site Settings to Reference a CSS File6.6.2.6. Testing Your Styles in the Browser6.7. You Are Ready to Start Styling!6.7.1. How to Override SharePoint Styles6.7.1.1. How to Identify Selectors, IDs, and Class Names for a SharePoint Style6.7.1.2. How to Find Declarations for a SharePoint Style6.7.1.3. How to Change the Declarations of Your Copy of the SharePoint Style6.8. Navigation6.9. Applying What You Have Learned6.9.1. Step One: Master Pages6.9.2. Step Two: Master CSS File6.9.3. Step Three: Division-Specific CSS Files6.9.4. Step Four: Alter Subsite Settings6.9.5. Step Five: Sit Back and Relax!6.10. Summary
7. Understanding Web Parts
7.1. Web Part History7.2. Key Concepts of Web Parts7.3. Your Development Environment7.4. The Traditional Hello World Example7.4.1. Writing the Code7.4.2. Deploying the Web Part7.4.2.1. Deploying to the BIN Folder7.4.2.2. Deploying to the Global Assembly Cache7.4.2.3. Differences Between the GAC and the BIN Folder7.4.2.4. The Assembly Name7.4.3. Trusting the Web Part7.4.4. Advertising the Web Part7.4.5. Testing the Web Part7.4.6. Debugging the Web Part7.4.7. Process of Building, Deploying, and Testing7.5. Using HTML and Controls in Web Parts7.5.1. Building HTML in Web Parts7.5.1.1. Rendering Opening Tags7.5.1.2. Rendering Closing Tags7.5.1.3. Writing Attributes7.5.1.4. An Example: The TableDemo Web Part7.5.2. Using Controls in Web Parts7.5.2.1. Simple Calculator Example7.5.2.2. Getting Started with the SimpleCalculator Class7.5.2.3. Declaring the Web Control Variables7.5.2.4. Overriding the CreateChildControls Method7.5.2.5. Adding Event Handlers7.5.2.6. The Full SimpleCalculator Code7.5.2.7. Using the SimpleCalculator Web Part7.5.2.8. Manually Rendering the Web Controls7.6. Building Connectable Web Parts7.6.1. Connectable Web Part Scenarios7.6.2. Using the Out-of-the-Box Connectable Web Parts7.6.3. Text Communication Example7.6.3.1. Defining the Connection Interface7.6.3.2. The SimpleProvider Class7.6.3.3. The SimpleConsumer Class7.6.3.4. Using the SimpleProvider and SimpleConsumer Web Parts7.7. Building Web Parts the Smart Way7.7.1. Introducing the Web User Control Technique7.7.1.1. Building the Web User Control7.7.1.2. Deploying the Web User Control7.7.1.3. Building the Wrapper Web Part7.7.2. Introducing the SmartPart7.7.2.1. Using the SmartPart7.7.3. Connectable Web User Controls7.7.3.1. Building the EmployeeGrid Control7.7.3.2. Building the OrderGrid Control7.7.3.3. The Connectable Controls in Action7.8. Summary
8. Creating Workflows in WSS
8.1. What Is a Workflow?8.2. Workflow Options8.2.1. Manual Workflow8.2.2. Out-of-the-Box Workflows8.2.3. SharePoint Designer 20078.2.4. Event Receivers8.2.5. Custom Workflows with Visual Studio8.3. SharePoint Background8.3.1. Lists and Libraries8.3.2. Content Types8.3.3. Universal Logging Service8.3.4. The Feature Mechanism8.4. Filling the Toolbox8.5. Creating a Workflow8.5.1. Content Types8.5.2. Creating a Workflow Project in Visual Studio8.5.3. Completing the Create Task Activity8.5.4. Completing OnTaskChanged8.5.5. Completing the Code Activity8.5.6. Completing the Delete Task Activity8.6. Modifying the Feature to Deploy the Workflow8.6.1. feature.xml8.6.2. workflow.xml8.6.3. install.bat8.7. Associating the Workflow to a Document Library8.8. Testing the Workflow8.9. Debugging Workflows8.9.1. Fault Handlers8.9.2. Logging Messages8.9.3. Breakpoints and Attaching to a Process8.9.4. Common Exceptions8.10. Summary
9. Creating Workflow in SharePoint Server 2007
9.1. Standard Workflow Templates in MOSS 20079.2. Using InfoPath 20079.2.1. Deploying InfoPath Templates to SharePoint 20079.2.2. Using Browser-Enabled InfoPath Forms9.2.3. Using External Data Connections in InfoPath Forms9.2.4. Extending Your InfoPath Templates with Code9.3. Building Custom MOSS Workflow Solutions with Visual Studio 20059.3.1. SPD Workflow Authoring versus Visual Studio 2005 Workflow Development9.3.2. Extending the Actions within SPD9.3.2.1. Building a Custom Activity in Visual Studio 20059.3.2.2. Deploying the Activity Assembly9.3.2.3. Making the Assembly Available for SPD 20079.3.3. Building a Custom Workflow with Visual Studio 20059.3.3.1. Structure of a Workflow Project9.3.3.2. Building a Simple Workflow9.4. Troubleshooting and Debugging SharePoint Workflows9.5. Adding Custom InfoPath Workflow Forms9.5.1. Modifying the Workflow Assembly9.5.2. Design the Task Form9.5.3. Change workflow.xml9.6. Workflow Tips and Tricks9.6.1. Parsing Information from a Custom Initiation or Modification Form9.6.2. Setting Custom Status Information for a Workflow9.6.3. Adding Multiple Approvers9.6.4. Workflow Security Considerations9.7. Summary
10. Using the Business Data Catalog
10.1. It's All About Entities10.2. Describing the Application Definition File for AdventureWorks 200010.3. Using Out-of-the-Box Business Data10.3.1. Business Data Web Parts10.3.2. Business Data in Lists and Libraries10.3.2.1. Custom Views10.3.2.2. Workflow10.3.3. Searching Business Data10.3.4. User Profile Importer10.3.5. Custom Solutions10.4. Application Definition File Hints and Tips10.5. Creating Web Services to Use with the BDC10.6. BDC Meta Man10.7. Completing the Data Life Cycle10.8. Summary
11. Using Excel Services
11.1. Excel 2007 Improvements and Features11.2. Overview of Excel Services11.2.1. Unsupported Features in Excel Services11.3. Excel Services Architecture11.3.1. WFE Layer11.3.1.1. Excel Web Services11.3.1.2. Excel Web Access11.3.2. Application Server Layer (ECS)11.4. Enabling and Configuring Excel Services11.4.1. Enabling Excel Services11.4.2. Creating a Shared Services Provider11.4.3. Configuring Excel Services11.4.3.1. Edit Excel Services Settings11.4.3.2. Trusted File Locations11.4.3.3. Trusted Data Connection Libraries11.4.3.4. Trusted Data Providers11.4.3.5. User-Defined Function Assemblies11.5. Publishing Data11.5.1. Publishing Static Worksheets11.5.2. Publishing Dynamic Worksheets11.6. Using the EWA Web Part11.6.1. Finding Information11.6.2. Updating Data11.6.3. Opening a Local Copy11.6.4. Creating a KPI List11.7. For More Information11.8. Summary
12. Securing SharePoint Communication
12.1. The Breadth of SharePoint Security12.2. Steps to SharePoint Security12.3. Secure the Communication Layer12.3.1. Differences Between SSL and IPSec for SharePoint12.3.1.1. Architectural Differences Between SSL and IPSec12.3.1.2. Using a Mixed-Mode IPSec and SSL Solution12.3.1.3. Setting Up IPSec No Fallback Isolation Between SharePoint Servers12.3.1.4. Creating IPSec Reusable Batch Files12.3.1.5. Kerberos Authentication in SharePoint12.3.1.6. Setting Up Kerberos Authentication for SharePoint12.3.2. Certificate Solutions for Serving Clients12.3.2.1. Using and Understanding Microsoft Certificate Services12.3.2.2. Using SelfSSL to Create Self-Signed Certificates for SharePoint12.4. ISA Server and SharePoint12.4.1. Setting Up SSL Bridging with ISA Server for SharePoint12.4.1.1. Setting Up Alternate Access Mappings (AAM)12.4.1.2. Using an Exported SSL Certificate12.4.1.3. Creating a Publishing Rule through the SharePoint Publishing Wizard12.4.2. ISA and Link Translation12.4.3. Creating Connection Verification for SharePoint Server Health Monitoring12.4.4. Managing ISA through Scripts12.4.5. Using a Managed Language with ISA Server Development12.5. Summary
13. Using Information Rights Management
13.1. Laying the Foundation13.2. Planning Rights Management Services13.3. Identifying RMS Client Technologies13.3.1. RMS Machine Certificates and Lockboxes13.3.2. Rights Account Certificates/Client Licensor Certificates13.3.3. RMS Licenses13.3.4. RMS Client Deployment13.4. Managing Your RMS Server13.4.1. Administering the RMS Server13.4.2. Securing Your RMS Server13.4.2.1. Protecting Your RMS Databases13.4.2.2. Managing RMS Accounts and Groups13.5. IRM Integration13.5.1. Configuring IRM Within SharePoint13.5.2. IRM Integration into SharePoint Document Libraries and Lists13.5.3. Developing Custom IRM Protectors13.5.4. The IRM Protection Process Within SharePoint13.5.5. Sample IRM Integration with SharePoint Scenarios13.6. Summary
14. Upgrading from SPS 2003 to MOSS 2007 Using the Gradual Method
14.1. In-Place Upgrade14.2. Gradual Upgrade14.3. Database Migration14.4. The Big Ideas! Portal14.4.1. Branding14.4.2. Navigation "Enhancements"14.4.3. My Sites14.4.4. The Portal Site Directory14.4.5. Custom FrontPage Site Template14.4.6. Custom Site Template14.4.7. Sales Administration Site with a List Application14.4.8. Office Web Components14.4.9. Dataview Web Parts14.4.10. That's not All!14.4.11. Using a Couple of Analysis Tools14.5. Performing the Upgrade Using the Gradual Method14.5.1. A Rundown of the Gradual Upgrade Process14.5.2. Server Requirements14.5.3. Installing MOSS14.5.4. Configuring MOSS14.5.5. Upgrading Your Sites14.6. Reviewing the Upgraded Portal14.6.1. Branding Is Gone14.6.2. Changes Unique to the Portal14.6.3. Search14.6.4. Security Confusion14.6.5. Unghosted Pages14.6.6. Custom Definitions14.6.7. Web Parts14.7. Finalizing the Upgrade14.7.1. The Finalizing Process14.7.2. Removing the Old14.8. Summary

Content preview from Real World SharePoint® 2007: Indispensable Experiences from 16 MOSS and WSS MVPs

Chapter 8. Creating Workflows in WSS

by Robert Bogue

Wow! That's all you can say when you look at the capabilities of Windows SharePoint Services 3.0 (WSS 3.0) and Microsoft Office SharePoint Server 2007 (MOSS 2007) — particularly when you evaluate the product's capability to facilitate, coordinate, and track business processes in your enterprise. Although the "SharePoint Vision" has always been about providing more connectivity with Office documents between people, between steps, and between systems, SharePoint has made significant progress in this regard with the latest release compared to previous releases, and when compared to competitive products.

This chapter covers a lot of ground as I help you to understand the options for creating workflows, the fundamentals of workflow, the limitations of workflow, and some ways to make workflow work for your organization.

Largely, this chapter won't be covering how to use Microsoft's Windows Workflow Foundation (WF), upon which SharePoint's workflow functionality is based. Some essential topics are covered only enough to place the SharePoint implementation of WF into perspective. If you need a comprehensive reference to WF, you'll want to pick up another book on workflow, such as Professional Windows Workflow Foundation by Todd Kitta (Wiley Publishing, Inc., 2007).

What Is a Workflow?

A workflow is a set of reactions to a set of external stimuli. The first stimulus is "start," but there may be many more stimuli during the workflow that control ...

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Real World SharePoint® 2007: Indispensable Experiences from 16 MOSS and WSS MVPs

by Scott Hillier, Robert Bogue, Adam Buenz, Andrew Connell, Stacy Draper, Luis Du Solier Grinda, Todd Klindt, Jason Medero, Dustin Miller, Shane Perran, Joris Poelmans, Heather Solomon, Nick Swan, Jan Tielens, Mike Walsh, Shane Young

Chapter 8. Creating Workflows in WSS

What Is a Workflow?

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and much more.