Microsoft Content Management Server 2002: A Complete Guide

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Overview

Praise for Microsoft Content Management Server 2002

“This is one of those rare books that you will read to learn about the product and keep re-reading to find those tidbits that you missed before. Need to know how to setup CMS? Microsoft Content Management Server 2002: A Complete Guide will tell you. Need to know how the information is being processed before the user views it? Microsoft Content Management Server 2002: A Complete Guide will tell you. A great book no matter what your experience level is with Content Management Server.”

—Gary Bushey, SharePoint Portal Server MVP

“A concise and accurate guide to Microsoft’s enterprise development tool for content-centric applications. An invaluable resource for any developer who wants to get the best out of Microsoft Content Management Server.”

—Ed Robinson, Lead Program Manager, Microsoft Corporation

“Content management is a complex, multifaceted application area, and Microsoft’s CMS Server is a complex product. This book sets out everything you could possibly need or want to know about CMS. The title could easily be The CMS Resource Kit since it will be an essential addition to the library of any IT professional or developer working on content management and Microsoft’s CMS.”

—Thomas Lee, Chief Technologist, QA

Content Management Server (CMS) is fast becoming a vital content-management tool that helps administrators and developers handle the ever-increasing amount of content on their Web sites. However, an authoritative source of product information has been missing . . . until now.

Microsoft Content Management Server 2002: A Complete Guide is the first book that explains how to effectively unlock the power of CMS. Administrators and developers alike will learn how to enhance their Web servers’ scalability, flexibility, and extensibility by using CMS features and API to manage content on the Microsoft platform.

This thorough reference explains the product architecture, then shows you how to create and edit content and use the workflow. Topic coverage includes CMS administration and security, the Publishing API, deployment options, site configuration, and template development. A running example is used throughout the book to illustrate how important CMS features are implemented in real-world Web site development. Inside you’ll find answers to such questions as:

  • Chapter 6: How do you customize workflow?
  • Chapter 10: How do you develop for Microsoft Content Management Server (CMS) 2002 using Visual Studio .NET?
  • Chapter 17: How do you establish user rights?
  • Chapter 22: How do you best deploy CMS according to your organization’s needs, size, and resources?
  • Chapter 32: How do you publish dynamic data?

Books in the Microsoft Windows Server System Series are written and reviewed by the world’s leading technical authorities on Microsoft Windows Technologies, including principal members of Microsoft’s Windows and Server Development Teams. The goal of the series is to provide reliable information that enables administrators, developers, and IT professionals to architect, build, deploy, and manage solutions using the Microsoft Windows Server System. The contents and code of each book are tested against, and comply with, commercially available code. Books published as part of the Microsoft Windows Server System Series are an invaluable resource for any IT professional or student working in today’s Windows environment.

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Product Details

Meet the Author

Bill English, MCSE, MCT, CTT+, MVP, GSEC, is the owner of Networknowledge (www.networknowledge.com) and an author, trainer, and consultant on Microsoft's SharePoint and Exchange platforms. His books include Exchange 2000 Server (Osborne McGraw-Hill, 2001), MCSE Microsoft® Exchange 2000 Server Administration Readiness Review Exam 70-224 (Microsoft Press, 2001), Exchange 2000 Server Administration (Osborne McGraw-Hill, 2001), and Microsoft® Exchange 2000 Server Administrator's Companion (Microsoft Press, 2000). Bill was named a SharePoint Portal Server MVP (Most Valuable Professional) by Microsoft and has presented at Comdex, the Microsoft Exchange Conference, and the Microsoft Certified Trainer Readiness Event for Microsoft Exchange trainers.

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Read an Excerpt

Microsoft Content Management Server 2002 is intended to be an outstanding reference on this emerging product. This book takes an in-depth look at CMS 2002 and outlines all areas of this product: from architecture to content authoring and publishing. In addition, we have chapters that detail how to create a site framework, administer a site, secure the site, and deploy the site in a production environment. There are several chapters on the Publishing API and how to extend CMS in your environment.

While most of this book is written for the developer in your organization, there are key chapters that will assist your infrastructure team in installing and monitoring a CMS 2002 production server.

In the first part of the book, we cover introductory information and the fundamentals of CMS 2002. This part has a short introduction to CMS 2002, discusses how to install CMS 2002, and then outlines the architecture for CMS 2002 in Chapter 3. Chapter 4 gives a sample outline on how to plan for a CMS 2002 implementation.

The second part of the book covers content authoring and publishing activities. We start this part by discussing the Web Author; then we move on to discussing publishing workflow in CMS 2002 and the Authoring Connector. This part is chock-full of examples and instructions on how to complete these tasks.

The third part of the book focuses on creating the site framework. We’ll show you how to create a new CMS site and how to structure the channel, template galleries, and resource galleries hierarchies in your site. We also have inserted an excellent chapter on how to develop for CMS using Visual Studio .NET, with special attention paid to how a CMS project is different from a generic project. This part also includes several chapters that focus on templates, including a chapter on template-based page processing, one on creating templates, and other chapters that discuss planning, creating, and debugging CMS templates. Finally, we’ll discuss working with placeholders in Visual Studio .NET, creating dynamic navigation elements, and connected postings.

The fourth part of this book focuses on site administration and security. Hence, we discuss how to work with containers, how to set up user security, how to use the Server Configuration Application, and how to secure access to your CMS site.

In Part V, we focus on site deployment issues, such as using the Site Deployment Manager and discussing various site deployment scenarios.

Part VI is for the folks who love the nitty-gritty and the details of CMS 2002. In this part, we cover PAPI, obtaining contexts, traversing channels, managing postings, manipulating postings, and finding CMS assets.

In Part VII, we discuss how to extend the functionality of CMS 2002. We cover topics like developing custom controls, customizing the Web Author console in Visual Studio .NET, extending the publishing workflow, publishing dynamic data in CMS, and building a Web service for CMS.

Part VIII is for those who administer a CMS 2002 server but don’t code in the CMS environment. In this part, we cover capacity planning and performance monitoring issues, to help you run your servers more smoothly and efficiently. We also provide tips on troubleshooting.

Part IX has migration information for those of you who need to migrate from CMS 2001 to CMS 2002.

Complete source code for the examples in this book is available for download at www.awprofessional.com/titles/0321194446.

No technical book has ever been written that can answer all the questions for every reader who picks it up. But this book will be able to answer most of your questions and show you how to install, manage, troubleshoot, extend, configure, and develop for CMS 2002.

Also, when it comes to purchasing a book, most readers evaluate the strength of a book, in part, based on who the authors are. Rarely has such a strong author team been assembled to write a book on a specific product. One of our authors works on the CMS team for Microsoft. Three other authors are very experienced developers, including one who is responsible for a nationwide CMS rollout on the CMS 2002 platform. By adding to that the direct support and enthusiasm of the CMS team at Microsoft, and three technical editors, we believe this book will be the benchmark work on CMS 2002.

We trust that you will find this book to be an excellent reference as you work toward a full CMS deployment in your organization.


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Table of Contents

Preface
About the Authors
Pt. I CMS Fundamentals 1
Ch. 1 Introduction to Content Management Server 3
Ch. 2 Installing Microsoft Content Management Server 11
Ch. 3 CMS Architecture 27
Ch. 4 Planning a Content Management Server Engagement 55
Pt. II Content Authoring and Publishing 75
Ch. 5 The Web Author 77
Ch. 6 Publishing Workflow 117
Ch. 7 Authoring Connector 141
Pt. III Creating Site Framework 169
Ch. 8 Creating a New CMS Site 171
Ch. 9 Setting Up Site Structure 201
Ch. 10 Developing for CMS Using Visual Studio .NET 225
Ch. 11 Template-Based Page Processing 245
Ch. 12 Designing Templates 259
Ch. 13 Working with Placeholders in Visual Studio .NET 285
Ch. 14 Creating Dynamic Navigation 307
Ch. 15 Connected Postings 333
Pt. IV Site Administration and Security 351
Ch. 16 Working with Containers 353
Ch. 17 Setting Up User Rights 393
Ch. 18 Using the Server Configuration Application 411
Ch. 19 Managing User Access 439
Ch. 20 Securing a CMS Site 469
Pt. V Site Deployment 505
Ch. 21 Site Deployment Manager 507
Ch. 22 Deployment Scenarios 533
Pt. VI Publishing API 551
Ch. 23 Introducing PAPI 553
Ch. 24 Obtaining Context 579
Ch. 25 Traversing Channels 597
Ch. 26 Managing Postings 669
Ch. 27 Manipulating Placeholders 721
Ch. 28 Searching for CMS Assets 749
Pt. VII Extending CMS 777
Ch. 29 Developing Custom Controls for CMS 779
Ch. 30 Customizing the Web Author Console 813
Ch. 31 Extending the Publishing Workflow 837
Ch. 32 Publishing Dynamic Data in CMS 853
Ch. 33 Web Services 865
Pt. VIII CMS Performance 915
Ch. 34 Performance Planning 917
Ch. 35 Performance Testing and Capacity Planning 941
Ch. 36 Tips and Techniques 959
Pt. IX Moving Forward with CMS 979
Ch. 37 Upgrading or Migrating Your Site to Content Management Server 2002 981
Pt. X Appendixes 1005
App. A HTTP Reference 1007
App. B Publishing API Reference 1023
Index 1053
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Preface

Microsoft Content Management Server 2002 is intended to be the benchmark book on this emerging product. This book takes an in-depth look at CMS 2002 and outlines all areas of this product: from architecture to content authoring and publishing. In addition, we have chapters that detail how to create a site framework, administer a site, secure the site and deploy the site in a production environment. There are several chapters on the Publishing API and how to extend CMS in your environment.

While most of this book is written for the developer in your organization, there are key chapters on that will assist your infrastructure team on installing and monitoring a CMS 2002 production server.

In Part I, we cover introductory information and the fundamentals of CMS 2002 Server. This section has a short introduction to CMS 2002, then discusses how to install CMS 2002 and the outlines the architecture for CMS 2002 in Chapter 3. The following chapter gives a sample outline on how to plan for a CMS 2002 implementation.

Part II covers content authoring and publishing activities. We start this section by discussing the Web Author, then we move on to discussing publishing workflow in CMS 2002 and the Authoring Connector. This section is chalked full of examples and instruction on how to complete these tasks.

Part III focuses on creating the site framework. We'll show you how to create a new CMS site and how to structure the channel, template galleries and resource galleries hierarchies in your site. We also have inserted an excellent chapter on how to develop for CMS using Visual Studio .NET with special attention paid to how a CMS project is different from a genericproject. This section also includes several chapters that focus on templates, including a chapter on template-based page processing, one on creating templates and other chapters that discuss planning, creating and debugging CMS templates. Finally, we'll discuss working with placeholders in Visual Studio .NET, creating dynamic navigation elements and connected postings.

Part IV of this book focuses on Site Administration and Security. Hence, we'll focus on how to work with containers, how to setup user security, how to use the Server Configuration application and how to secure access to your CMS site.

In Part V, we've focused on site deployment issues, such as using the Site Deployment Manager and discussing various site deployment scenarios.

Part VI is for the folks who love the nitty-gritty and the details of CMS 2002. In this section, we've covered PAPI, obtaining contexts, traversing channels, managing postings, manipulating postings and finding CMS assets.

In the following section of the book, we discuss how to extend the functionality of CMS 2002 Server. We covered topics like developing custom controls, customizing the Web Author console in Visual Studio .NET, extending the publishing workflow, publishing dynamic data in CMS and building a web service for CMS.

Part VIII is for those who administer a CMS 2002 Server but who don't code in the CMS environment. In this section, we've covered capacity planning and performance monitoring issues to help you run your servers more smoothly and efficiently.

Part IX has a single troubleshooting chapter and Part X has migration information for those of you who need to migrate from CMS 2001 to CMS 2002.

Every technical book that has ever been written has not been able to answer all the questions for every reader who picks it up. But this book will be able to answer most of your questions and show you how to install, manage, troubleshoot, extend, configure and develop for CMS 2002 Server.

Also, when it comes to purchasing a book, most readers evaluate the strength of a book, in part, based on who the authors are. Rarely has such a strong author team been assembled to write a book on a specific product. One of our authors works on the CMS team for Microsoft. Three other authors are very experienced developers including one who is responsible for a nation-wide CMS rollout on the CMS 2002 platform. Coupled with the direct support and enthusiasm of the CMS team at Microsoft, and three technical editors, we believe this book will be the benchmark work on CMS 2002.

We trust that you will find this book to be an excellent reference as you work toward a full CMS deployment in your organization.

Read More Show Less

Introduction

Microsoft Content Management Server 2002 is intended to be an outstanding reference on this emerging product. This book takes an in-depth look at CMS 2002 and outlines all areas of this product: from architecture to content authoring and publishing. In addition, we have chapters that detail how to create a site framework, administer a site, secure the site, and deploy the site in a production environment. There are several chapters on the Publishing API and how to extend CMS in your environment.

While most of this book is written for the developer in your organization, there are key chapters that will assist your infrastructure team in installing and monitoring a CMS 2002 production server.

In the first part of the book, we cover introductory information and the fundamentals of CMS 2002. This part has a short introduction to CMS 2002, discusses how to install CMS 2002, and then outlines the architecture for CMS 2002 in Chapter 3. Chapter 4 gives a sample outline on how to plan for a CMS 2002 implementation.

The second part of the book covers content authoring and publishing activities. We start this part by discussing the Web Author; then we move on to discussing publishing workflow in CMS 2002 and the Authoring Connector. This part is chock-full of examples and instructions on how to complete these tasks.

The third part of the book focuses on creating the site framework. We'll show you how to create a new CMS site and how to structure the channel, template galleries, and resource galleries hierarchies in your site. We also have inserted an excellent chapter on how to develop for CMS using Visual Studio .NET, with special attention paid tohow a CMS project is different from a generic project. This part also includes several chapters that focus on templates, including a chapter on template-based page processing, one on creating templates, and other chapters that discuss planning, creating, and debugging CMS templates. Finally, we'll discuss working with placeholders in Visual Studio .NET, creating dynamic navigation elements, and connected postings.

The fourth part of this book focuses on site administration and security. Hence, we discuss how to work with containers, how to set up user security, how to use the Server Configuration Application, and how to secure access to your CMS site.

In Part V, we focus on site deployment issues, such as using the Site Deployment Manager and discussing various site deployment scenarios.

Part VI is for the folks who love the nitty-gritty and the details of CMS 2002. In this part, we cover PAPI, obtaining contexts, traversing channels, managing postings, manipulating postings, and finding CMS assets.

In Part VII, we discuss how to extend the functionality of CMS 2002. We cover topics like developing custom controls, customizing the Web Author console in Visual Studio .NET, extending the publishing workflow, publishing dynamic data in CMS, and building a Web service for CMS.

Part VIII is for those who administer a CMS 2002 server but don't code in the CMS environment. In this part, we cover capacity planning and performance monitoring issues, to help you run your servers more smoothly and efficiently. We also provide tips on troubleshooting.

Part IX has migration information for those of you who need to migrate from CMS 2001 to CMS 2002.

Complete source code for the examples in this book is available for download.

No technical book has ever been written that can answer all the questions for every reader who picks it up. But this book will be able to answer most of your questions and show you how to install, manage, troubleshoot, extend, configure, and develop for CMS 2002.

Also, when it comes to purchasing a book, most readers evaluate the strength of a book, in part, based on who the authors are. Rarely has such a strong author team been assembled to write a book on a specific product. One of our authors works on the CMS team for Microsoft. Three other authors are very experienced developers, including one who is responsible for a nationwide CMS rollout on the CMS 2002 platform. By adding to that the direct support and enthusiasm of the CMS team at Microsoft, and three technical editors, we believe this book will be the benchmark work on CMS 2002.

We trust that you will find this book to be an excellent reference as you work toward a full CMS deployment in your organization.

Read More Show Less

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