Microsoft SharePoint: Building Office 2007 Solutions in C# 2005 / Edition 1

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Overview

Microsoft SharePoint: Building Office 2007 Solutions in C# 2005 is the third edition of Scot Hilliers market-leading SharePoint book. This book features extensive updates to the previous edition, with a complete focus on SharePoint 2007 and its integration with the 2007 Microsoft Office System. It also features new approaches for using SharePoint to improve business efficiency as well as new workflow solutions for SharePoint and BizTalk, plus a new chapter on building a SharePoint solution from start to finish.

With this book, you'll gain intermediate-level guidance for designing and deploying business solutions based on Microsoft SharePoint 2007 technologies. Hillier defines the business cases and scenarios for these technologies. He also reviews the installation, configuration, and administration of business solutions based on Microsoft SharePoint technologies, and provides programming instruction, guidance, and examples for custom web parts and solutions.

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Editorial Reviews

From Barnes & Noble
The Barnes & Noble Review
SharePoint MVP Scot Hillier has just published the definitive guide to building production applications with SharePoint 2007, Office 2007, and C#. Whether you use SharePoint for content management, collaboration, process automation, or business scorecarding, this is the book you want.

Hillier covers every stage of SharePoint 2007 development, from business cases through design, coding, customization, and support. You'll master the use of metadata for document management. You'll learn to create workflow solutions with SharePoint Designer and Visual Studio, and BI solutions that integrate with Excel or SQL Server. From leveraging Office's XML file formats to providing single sign-on, it's here. There's even help with administering SharePoint server farms.

If your weapon of choice is VB, not C#, check out Hillier's Microsoft SharePoint: Building Office 2007 Solutions in VB 2005. The insights are the same, but with VB2005 code instead. Thanks, Scot, for taking the trouble. Bill Camarda, from the April 2007 Read Only

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Product Details

  • ISBN-13: 9781590598092
  • Publisher: Apress
  • Publication date: 2/15/2007
  • Series: Expert's Voice in Sharepoint Series
  • Edition number: 1
  • Pages: 544
  • Product dimensions: 1.10 (w) x 9.21 (h) x 6.14 (d)

Meet the Author

Scot Hillier is an independent consultant focused on SharePoint, Microsoft Office, and .NET technologies. Scot has authored eight books on Microsoft technologies over the last 10 years, as well as numerous articles appearing in magazines and online. In addition to writing, Scot often presents nationally to analysts, decision makers, and developers. Scot is a former U.S. Navy submarine officer and graduate of the Virginia Military Institute. When not working, Scot can be found at home with his family, playing games and taking walks. Scot can be reached at scot@shillier.com, and more information about his books is available at SharePointstuff.com.

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Table of Contents


About the Author     xvii
About the Technical Reviewer     xix
Acknowledgments     xxi
Introduction     xxiii
SharePoint Business Solutions     1
The SharePoint Marketplace     1
Segmenting Information Workers     2
Transactors     2
Professionals     2
Executives     3
Grouping Information Workers     3
Individuals     3
Departmental Teams     3
Divisional Groups     4
Enterprise     4
Extended Enterprise     4
Information Worker Challenges     4
The System Challenge     5
The Information Challenge     6
The Process Challenge     6
The Collaboration Challenge     6
The Access Challenge     7
The Management Challenge     8
The Regulatory Challenge     9
Understanding Business Scenarios     9
Increasing Individual Productivity     9
Increasing Team Productivity     10
Increasing Divisional and Enterprise Productivity     11
Supporting Remote Workers     12
Integrating with Partners andCustomers     13
Complying with Regulations     14
Analysis and Design Considerations     15
Documenting the Business Vision     15
Documenting Policies, Practices, and Regulations     16
Project and Design Documents     18
Managing Change     18
SharePoint Overview, Planning, and Installation     21
Windows SharePoint Services     21
Document Libraries     22
Lists     23
Web Parts and Custom Development     24
Site Creation and Branding     25
Microsoft Office 2007     25
Document Panels     26
Working Offline, While Mobile, or With Peers     26
Microsoft Office 2007 Suites     27
Microsoft Office SharePoint Server     27
Portal Features     28
Enterprise Content Management     28
Business Intelligence     29
Shared Services     30
MOSS Versions     30
Installation Considerations     30
User Capacity Planning     30
Storage Capacity Planning     31
Access and Authentication Planning     31
Limitations     33
Deployment Architectures     34
Creating a Development Environment     35
Prerequisites     36
Installing Virtual Server 2005     37
Creating the VPC Images     38
Creating the Domain Controller     41
Creating the Database Server     46
Installing Windows SharePoint Services     48
Installing Microsoft Office SharePoint Server     55
Creating a Test Client     64
SharePoint Fundamentals     65
Managing Users     65
Understanding Permission Levels and SharePoint Groups     67
Configuring Anonymous Access     70
Understanding Security Policies     70
Managing Site Structure     71
Working with Sites     72
Working with Lists     73
Configuring E-Mail-Enabled Lists     79
Working with Pages     80
Understanding Alerts and RSS Feeds     81
Understanding Features     82
Understanding Authentication Options     83
Extending Web Applications     84
Using Forms Authentication     84
Using Web Single Sign-On     90
Using Active Directory Account Creation Mode     90
Extending Web Applications Outside the Firewall     90
Working with Alternate Access Mappings     90
Enabling Secure Sockets Layer     91
Creating a Secure Internet Site     91
Extending the Web Application     92
Creating an Alias     92
Installing Certificate Services     93
Requesting a New Certificate     94
Creating a New Certificate     96
Installing the New Certificate     96
Configuring Forms Authentication     97
Adding a New Incoming URL     100
Testing Secure Access     100
SharePoint Shared Services     103
Creating and Managing Shared Services Providers     103
Configuring Search     105
Crawling Content Sources     105
Including File Types     106
Understanding Search Scopes     108
Using Keywords and Best Bets     109
Reporting on Search Usage     109
Using Audiences     109
Understanding User Profiles     111
Personalization with My Site     116
Using My Site     117
Customizing My Site     118
Publishing Links     119
Using Excel Services      119
Configuring Excel Services     119
Using Parameters in Excel Services     121
Using Data Connections     123
Using Excel Web Services     124
Creating User-Defined Functions     124
Integrating the Business Data Catalog     125
Understanding Metadata     126
Uploading the Application Definition     136
Using BDC Information     138
Custom Solutions with Excel Services     141
Trusting a Document Library     141
Creating the Mileage Calculator Spreadsheet     142
Creating the New Project     143
Coding the Application     143
SharePoint Content Development and Management     147
Understanding Site Collection Templates     147
Adding and Editing Pages     149
Using Web Parts     151
Connecting Web Parts     153
Modifying the Site Look and Feel     154
Customizing Site Navigation     154
Using Themes and Styles     154
Customizing with the SharePoint Designer     155
Understanding Contributor Mode     156
Adding a New Page     157
Working with Data Sources      159
Working with Data Views     162
Understanding the Impact of Customization     162
Saving Customized Templates     164
Creating Site Templates     164
Creating List Templates     165
Using the Publishing Feature     165
Creating a Public Internet Site     165
Creating and Approving Pages     168
Using an Alternate Style Sheet     171
Understanding Master Pages and Page Layouts     171
Editing the Default Master Page     171
Creating New Page Layouts     174
Creating New Master Pages     176
Enabling Site Variations     180
Using Content Deployment     181
Web Content Management     182
Creating a New Site     182
Activating and Configuring the Publishing Feature     183
Creating a New Welcome Page     187
Defining Site Columns     188
Defining the Content Type     188
Creating the Page Layout     189
Editing the Page Layout     189
Publishing the Page Layout     191
Using the Page Layout     191
SharePoint Document, Form, and Records Management     193
Working with Content Types, Lists, and Libraries     193
Understanding Site and List Columns     195
Working with Views     196
Using New Content Types     198
Configuring Document Library Enhancements     200
Working with InfoPath and Form Libraries     203
Creating Template Parts     203
Importing Word and Excel Documents     207
Using Data Connection Libraries     209
Developing with Visual Studio Tools for Applications     210
Understanding InfoPath Forms Services     216
Using the Document Conversions Service     220
Understanding Records Management     221
InfoPath and SharePoint     222
Prerequisites     223
Creating a Customer Issues Site     223
Creating the Customer Issues Form     224
Publishing the Form     226
Configuring the Form Library     227
Using the New Form     228
Document and Records Management     229
Prerequisites     229
Defining Site Columns     229
Defining Site Content Types     230
Creating the Document Library     232
Creating the Records Repository     233
Configuring the Records Repository     233
Archiving a Document     234
Creating a Hold Category     235
SharePoint Custom Features and Workflows     237
Building Custom Features     237
Understanding the Feature Architecture     237
Adding Actions to Menus and Toolbars     240
Using Custom Action Pages     243
Using Tokens to Retrieve Information     247
Adding New Files to a Site     248
Understanding Feature Receivers     249
Receiving Site, List, and Item Events     253
Building and Using Workflows     257
Using Built-In Workflows     258
Creating Custom Workflows in Visual Studio     259
Creating Workflows in SharePoint Designer     265
Creating Custom Activities     266
Considering Workflow Options     272
Building an Employee Performance Review Workflow     273
Creating the InfoPath Workflow Forms     273
Creating the Workflow Project     281
Publishing the Forms     281
Developing the Project     282
Coding the Project     287
Building the Project     291
Deploying the Workflow     291
Using the Workflow     294
SharePoint Business Intelligence Solutions     295
Understanding Report Center     295
Using Scorecards     296
Using Reports     297
Understanding Data Source Options     300
Using SharePoint Lists as Data Sources     300
Using Spreadsheets as Data Sources     302
Using Cubes as Data Sources     303
Integrating SQL Reporting Services     308
Reporting Services Web Parts     310
SQL Server 2005 Service Pack 2     311
Creating a Dashboard     312
Installing the AdventureWorks Data Warehouse     312
Building and Deploying a Cube     313
Browsing the Cube in Excel     316
Adding the Data Connection     317
Creating a Report     318
Building the Dashboard     319
SharePoint and Microsoft Office     321
Managing Document Information     321
Utilizing the Document Management Information Panel     321
Using the Research Library     323
Working with Quick Parts     324
Creating Custom Document Information Panels     326
Going Offline     327
Going Mobile      329
Using the Office Open XML File Formats     332
Understanding Document Packages     333
Using System.IO.Packaging     336
Developing with Visual Studio Tools for Office     341
Creating a Development Environment     341
Creating Office 2007 Add-Ins     343
Creating Office 2007 Task Panes     347
Deploying VSTO 2005 SE Solutions     350
Using the Office Open File Formats     353
Starting the Project     354
Coding WordCleaner.Worker     355
Creating the Worker.aspx Page     359
Coding the Worker.aspx Page     360
Creating the Feature.xml file     361
Creating the Elements.xml file     362
Creating the Install.bat file     362
Activating and Using the Feature     363
SharePoint Web Parts     355
Web Part Basics     365
Web Part Properties     366
Rendering Web Parts     367
The Web Part Life Cycle     369
Deploying Web Parts     373
Understanding Deployment Options     373
Building the Web Part     375
Code Access Security     376
Creating Solution Packages      381
Using Custom Web Parts     384
Using Client-Side Script     384
Building Connectable Web Parts     387
Building Custom Connection Interfaces     387
Using Standard Connection Interfaces     389
Custom Editor Parts     396
Creating an Editor Part     397
Using an Editor Part     398
A Complete Web Part     399
Installing the AdventureWorks Database     400
Creating the New Project     400
Coding the Web Part     401
Deploying the Web Part     404
Using the Web Part     407
Connectable Web Parts     408
Adding the Filter Property     409
Adding the Callback Method     409
Modifying the SQL Statement     409
Building and Deploying the Web Part     410
Creating the Contact List     410
Programming SharePoint Services     411
Understanding Site Definitions     411
Creating a New Site Definition     412
Customizing the Site Definition     416
Understanding the SharePoint Object Model     421
Getting Started with the Object Model     421
Accessing Site Collections and Sites     423
Elevating Permissions     424
Accessing Lists and List Items     425
Accessing User Information     426
Using SharePoint Web Services     428
Working with Site Data     429
Working with List Data     429
Using the Single Sign-On Service     435
Setting Up SSO     435
Using SSO in Code     440
Creating a Site Definition     443
Copying the Site Definition     443
Modifying the Configurations Section     444
Modifying the Modules Section     446
Using the Site Definition     446
Building a Site Explorer     446
Adding the Web Reference     447
Returning All Sites     447
Adding Child Sites     449
Running the Sample     449
SharePoint Operations and Administration     451
Using Backup and Restore     451
Creating a Target Folder     451
Performing a Backup     453
Performing a Restore     454
Using Logs and Reports     454
Working with the Unified Logging Service     455
Working with Portal Usage Reporting      456
Working with Information Management Policy Usage Reports     458
Configuring Caching Options     459
Understanding Cache Profiles     460
Configuring Output Caching     461
Configuring Object and Disk Caching     462
Using Windows Rights Management     463
Preparing for RMS Installation     464
Installing the RMS Server     465
Configuring RMS in the SharePoint Farm     467
Using RMS with Documents     467
Configuring Antivirus Protection     468
Quiescing the Farm     469
Cleaning Up Unused Sites     470
Implementing Quotas and Locks     472
Using the Command-Line Utility     473
Creating a Log Viewer Feature     474
Creating the ULSLogViewer Page     474
Creating the Feature File     483
Creating the Manifest File     483
Deploying the Feature     484
Index     487
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