SharePoint 2007: The Definitive Guide: Using, Customizing, and Managing SharePoint 2007

by James Pyles, Christopher M. Buechler, Bob Fox, Murray Gordon, Michael Lotter

Overview

For any organization that wants to use Windows SharePoint Services to share and collaborate on Microsoft Office documents, this book shows administrators of all levels how to get up and running with this powerful and popular set of collaboration tools.

Microsoft Windows SharePoint Services technology in Office 2007 is an integrated set of services designed to connect people, information, processes, and systems both within and beyond the organizational firewall. SharePoint 2007: The Definitive Guide provides a detailed discussion of all Sharepoint features, applications and extensions. You learn how to build Sharepoint sites and site collections, along with ways to administrate, secure, and extend Sharepoint. This book teaches you how to:

• Get up to speed on SharePoint, including ways to create lists, libraries, discussions and surveys
• Integrate email, use web parts, track changes with RSS, and use database reporting services
• Customize your personal site, create sites and areas, and organize site collections
• Integrate with Office applications, including Excel, Word, Outlook, Picture Manager, and InfoPath
• Install, deploy, maintain and secure SharePoint
• Brand a portal, using your corporate style sheet, designing templates, and building site definitions
• Extend SitePoint, such as creating client side and server side web parts, using the SharePoint class library and SharePoint web services

Each chapter starts with a "guide" that lets you know what it covers before you dive in. The book also features a detailed reference section that includes information on compatibility, command line utilities, services, and CSS styles. Why wait? Get a hold of SharePoint 2007: The Definitive Guide today!

Product Details

ISBN-13:	9780596529581
Publisher:	O'Reilly Media, Incorporated
Publication date:	09/15/2007
Series:	Definitive Guides Series
Pages:	820
Product dimensions:	7.04(w) x 9.10(h) x 1.49(d)

About the Author

James Pyles is a technical writer at Aquent Studios in Boise, Idaho. The author of PC Technician Street Smarts: A Real World Guide to CompTIA A+ Skills (Sybex) and numerous other technical works, James regularly reviews books on operating systems, web design, and programming for various web and print publications. He served as a SharePoint site administrator for a software group at Micron Technologies. You can reach him at http://www.wiredwriter.net.

Christopher M. Buechler, CISSP, SSCP, MCSE, MCSA, MCDBA, is a cofounder and Chief Technology Officer of BSD Perimeter, a company providing IT security services, including firewall support, vulnerability assessment, and penetration testing.



He also serves as Network Manager for a regional bank, handling its network security and infrastructure. As an independent consultant, and in past positions in his decade-long career, he has provided security, network, and other services for organizations in the public and private sector, ranging from small organizations to Fortune 500 companies and large public sector organizations. He can be reached at http://ChrisBuechler.com.

Bob Fox, MCP, MCTS, is currently Technical Lead, SharePoint Technologies, at B&R Business Solutions, LLC. He is a Microsoft Windows SharePoint Services MVP, and his MVP blogcan be viewed at http://bobfox.net/splog.



Bob writes: "I have been working as an IT Professional since the mid 90s...I have spent a great deal of time working as a Systems Administrator dealing mainly with Microsoft Technologies. For the past five years my primary focus/passion has been Microsoft SharePoint Services."



"I specialize in Deployment, Portal and Site Customization, Administration, and Collaboration Solutions. I have in the past worked for such companies as Merrill Lynch, BISYS Retirement Services, Educational TestingService, and Pfizer, to name a few. I am based out of Lawrenceville, NJ, where I live with my wife, Barbara, and our children, Zachary and Sarah."

Murray Gordon is the Director of Technology at Cambar Solutions (www. cambarsolutions.com), a premier consulting company committed to value chain improvement through best practice consulting and technology innovation. He brings more than 10 years of technology consulting and solutions architecture experience to bear. In addition to his other duties, it is his charge to guide Cambar Solutions' primary focus of providing strategic business-driven technology solutions.



Murray is also a co-author of MCPD Self-Paced Training Kit (Exam 70-547): Designing and Developing Web-Based Applications Using the Microsoft .NET Framework and MCTS Self-Paced Training Kit (Exam 70-529): Microsoft .NET Framework 2.0 Distributed Application Development (both by Microsoft Press).

Michael Lotter is a SharePoint Solution Architect and Microsoft Certified Technology Specialist, currently working for B&R Business Solutions (www.bandrsolutions.com). He travels throughout the country doing SharePoint and InfoPath solution based contract work.

Jason Medero, MCP, MCT, MCTS, MVP (WSS), is a systems architect with a concentration in Microsoft Office SharePoint Server (MOSS) and its related Microsoft technologies. He is a managing partner of B&R Business Solutions, a central New Jersey-based firm specializing in SharePoint and surrounding technologies, infrastructure, real-time communications (OCS), and application development.



Jason is an active member of the SharePoint User Group in New York City, where he sits on the speaker selection committee. He also contributes his SharePoint knowledge as a mentor for some of the popular forums (MSD2D, MSDN). You can visit his blog at www.sharepointblogs.com/JasonMedero or his company's page at www.bandrsolutions.com.

Nilesh Mehta, current President of NGenious Solutions, Inc., is a recognized senior architect in Microsoft solutions, specializing in Microsoft's Office, SharePoint Server, Project Server, Exchange Server, and Active Directory technologies. He can be reached at http://www.ngenioussolutions.com.

Joris Poelmans is currently Application Group Manager at Dolmen (www.dolmen.be), a leading Belgian IT services company and Microsoft Gold Partner. His main competence area is Information Worker solutions, where he currently focuses on the SharePoint Products and Technologies platform. In October 2005, he was given the Microsoft MVP award for Windows SharePoint Services. He can be contacted through his blog at http://jopx.blogspot.com.

Christopher Pragash has more than 11 years of IT experience and has been predominently focused on Microsoft solutions. Under his current capacity as a Senior SharePoint Architect, Christopher has implemented portals based on Microsoft SharePoint technologies. His expertise in Microsoft SharePoint Technologies ranges from helping organizations translate business requirements into SharePoint solutions, building the solution, and training SharePoint administrators and developers.

Piotr Prussak, usually a journeyman consultant, is currently serving as Enterprise Architect for a manufacturing company in New Jersey. When not involved in architecture, he works with SharePoint technologies, which he's been working with since 2000. He's been involved with the SharePoint developer community for the last five years, worked with early betas of all releases of SharePoint, and uses SharePoint for fun wherever he goes. He can be reached at http://spsdreamjob.spaces.live.com/.

Christopher J. Regan, MCP, MCTS, MCT, currently serves as a Managing Partner of B&R Business Solutions, a central New Jersey-based Microsoft Partner that specializes in Microsoft SharePoint Server-centric solutions and custom development. Prior to his founding of B&R, Chris worked as the Director of Information Systems for a private pharmaceutical marketing company, where he managed a global staff of IT professionals.

Table of Contents

Credits; Preface; Who This Book Is For; How This Book Is Organized; What You Need to Use this Book; Conventions Used in This Book; Using Code Examples; We'd Like to Hear from You; Safari® Books Online; Acknowledgments; Chapter 1: Introducing Microsoft Office Sharepoint Server 2007; 1.1 Collaboration; 1.2 Portals; 1.3 Enterprise Search; 1.4 Enterprise Content Management; 1.5 Business Process and Forms; 1.6 Business Intelligence; 1.7 Conclusion; Chapter 2: Changes in the WSS Architecture; 2.1 Microsoft Windows SharePoint Services Version 3.0; Chapter 3: Installing SharePoint 2007; 3.1 Introduction; 3.2 Preinstallation; 3.3 Installation; 3.4 Post-Installation Tasks; Chapter 4: Configuring a Multiserver Farm; 4.1 Introduction; 4.2 Planning for Scalability; 4.3 Topologies; 4.4 Implementing a Multiserver Farm; 4.5 Conclusion; Chapter 5: Designing SharePoint Sites; 5.1 Introduction; 5.2 Sites Versus Site Collections; 5.3 Site Creation and Management; 5.4 Determining Which Type of Site to Create; 5.5 Create a New Site Using Site Actions; 5.6 Enabling Self-Service Site Creation; 5.7 Create Sites and Site Collections from the Site Directory; 5.8 Managing Sites from the Site Directory; 5.9 Show New Categories on the Create Site Page; 5.10 Add or Edit Site Directory Categories; 5.11 Scan for Broken Links in Site Directory; 5.12 Conclusion; Chapter 6: Understanding the Datasheet and Explorer Views; 6.1 Datasheet View; 6.2 Explorer View; Chapter 7: Applying Templates, Page Layouts, and Themes; 7.1 Introduction; 7.2 Site Templates; 7.3 Default Site Templates; 7.4 Site Template and Page Layout Settings; 7.5 Managing Site Themes and Images; 7.6 Conclusion; Chapter 8: Creating Web Parts; 8.1 Introduction; 8.2 Default Web Parts; 8.3 Customize a Web Part Page; 8.4 Using Content Editor Web Parts; 8.5 Using Form Web Parts; 8.6 Using Image Web Parts; 8.7 Using List View Web Parts; 8.8 Using Page Viewer Web Parts; 8.9 Using Site Users Web Parts; 8.10 Using XML Web Parts; 8.11 Conclusion; Chapter 9: Creating and Managing Document Workspaces and Libraries; 9.1 Introduction; 9.2 What Is the Significance of Document Libraries?; 9.3 Organizing Documents; 9.4 Document Management and Workflow; 9.5 Document Workspaces; 9.6 Conclusion; Chapter 10: Creating and Managing Meeting Workspaces; 10.1 Introduction; 10.2 Meeting Workspace Templates; 10.3 Creating and Designing a Meeting Workspace Site; 10.4 Customizing a Meeting Workspace Site; 10.5 Working with Pages in a Meeting Workspace Site; 10.6 Assigning and Tracking Tasks in a Meeting Workspace Site; 10.7 Managing Attendees in a Meeting Workspace Site; 10.8 Conclusion; Chapter 11: Creating and Managing Discussions; 11.1 Introduction; 11.2 Discussion Group Views; 11.3 Creating a SharePoint Discussion Board; 11.4 Customizing a Discussion Board; 11.5 Participating in a Discussion; 11.6 Conclusion; Chapter 12: Creating and Managing SharePoint Groups and Users; 12.1 Introduction; 12.2 Permission Groups; 12.3 Adding and Configuring SharePoint Groups; 12.4 Maintaining SharePoint Groups; 12.5 Targeting Content Based on Group; 12.6 Allowing Anonymous Users Access to SharePoint; Chapter 13: Creating and Managing Picture Libraries; 13.1 Introduction; 13.2 Slide Libraries; 13.3 Creating Libraries; 13.4 Add Content to a Picture Library; 13.5 Editing and Managing Images in a Picture Library; 13.6 Adding Images from a Picture Library to a Web Page; Chapter 14: Creating and Managing Lists; 14.1 Introduction; 14.2 Creating Lists; 14.3 Managing List Templates; 14.4 Managing Large Lists; Chapter 15: Business Intelligence and SharePoint; 15.1 Introduction; 15.2 The Report Center; 15.3 Creating and Customizing Dashboards; 15.4 Excel Services Web Access; 15.5 External Data Sources; 15.6 Filter Web Part Information; 15.7 Using Key Performance Indicators (KPIs); 15.8 Performance Management; 15.9 Data Analysis and Reporting; 15.10 Data Warehousing; Chapter 16: Sharing Contacts and Meetings with Outlook; 16.1 Introduction; 16.2 SharePoint, Outlook 2007, and Collaboration; 16.3 Enabling Email Support in Central Administration; 16.4 Configuring Email Support During Site Creation; 16.5 Enabling Email Support for Lists and Libraries; 16.6 Outlook Web Access; 16.7 Using Email Servers; 16.8 Conclusion; Chapter 17: Creating, Editing, and Managing Word Documents with SharePoint; 17.1 Introduction; 17.2 Content Types and Document Libraries; 17.3 Managing Document Library Workflow; 17.4 SharePoint, Word 2007, and Collaboration; Chapter 18: Creating, Editing, and Managing Excel Documents with SharePoint; 18.1 Introduction; 18.2 Office Excel 2007 and Excel Services; 18.3 Publishing and Viewing an Excel Workbook in an Excel Web Access Web Part; 18.4 Working with Excel Web Access Data in Office Excel 2007; 18.5 Printing from Excel Services; 18.6 Connecting a List View Web Part to Excel Web Access Web Part; 18.7 Finding and Calculating in Excel Services; Chapter 19: Creating in SharePoint Designer 2007; 19.1 Introduction; 19.2 Customizing Sharepoint Sites; 19.3 Conclusion; Chapter 20: InfoPath and SharePoint; 20.1 Introduction; 20.2 Improvements in InfoPath 2007; 20.3 InfoPath Forms Architecture; 20.4 Configuring InfoPath Forms Services; 20.5 InfoPath and SharePoint Integration Overview; 20.6 Forms Deployment; 20.7 Administrative Deployment; 20.8 Property Promotion and Property Demotion; 20.9 Document Information Panel; 20.10 Conclusion; Chapter 21: Designing SharePoint My Sites; 21.1 Introduction; 21.2 Using Your My Site; 21.3 Adding Basic Information to My Site; 21.4 Adding a Site Tab to My Site; 21.5 Managing Your My Site; 21.6 Configuring Privacy Groups in My Site; 21.7 Managing My Colleagues in My Site; 21.8 Customizing My Site with Role-Based Templates; Chapter 22: Applying Security to Your SharePoint Site; 22.1 Topology Design Considerations; 22.2 Server Hardening; 22.3 SharePoint Authentication; 22.4 Utilizing Encryption; 22.5 Levels of Administrative Rights; 22.6 SharePoint Site Permissions and Groups; 22.7 Object Security Functionality; 22.8 Protecting SharePoint Sites with Microsoft ISA Server; 22.9 Antivirus Usage; 22.10 Other Security Considerations; 22.11 Maintaining a Secure Environment; 22.12 Conclusion; Chapter 23: SharePoint Administration; 23.1 Introduction; 23.2 Common Central Administration Tasks; 23.3 Top-Level Site Administration; 23.4 Site Administration; 23.5 Conclusion; Chapter 24: Upgrading from SharePoint Portal Server 2003; 24.1 Introduction; 24.2 Supported Topologies; 24.3 Prerequisites for Upgrade; 24.4 Perform Preupgrade Steps; 24.5 Possible Upgrade Options; 24.6 Gradual Upgrade; 24.7 Upgrading the Portal Using Database Migration; 24.8 Perform Post-Upgrade Steps; 24.9 Common Issues; Chapter 25: Using Server-Side and Client-Side Web Parts; 25.1 Introduction; 25.2 Web Parts for Power Users and Business Users; 25.3 Web Part Architecture; 25.4 Web Parts for Administrators; 25.5 Conclusion; Chapter 26: Using SharePoint Web Services; 26.1 Introduction; 26.2 Services Associated with MOSS and WSS; 26.3 Invoking Web Services; 26.4 Utilizing Web Services with Visual Studio; 26.5 Related APIs; 26.6 Programming Custom Web Services; 26.7 Conclusion; Chapter 27: Using SharePoint Server for Search; 27.1 Introduction; 27.2 Different Features of Search; 27.3 Architecture of Indexing and Search; 27.4 Administering Search Services; 27.5 Advanced Configuration Options; 27.6 Extensibility Options Associated with Search; 27.7 Conclusion; Chapter 28: Using the SharePoint Object Model; 28.1 Exploring the Microsoft.SharePoint Namespace; 28.2 Deploying Customizations with SharePoint Solutions; 28.3 Working with the Microsoft Office SharePoint Server 2007 Class Libraries; 28.4 Conclusion; Chapter 29: Web Content Management; 29.1 Introduction; 29.2 Architecture; 29.3 Content Publishing; 29.4 Conclusion; Colophon;