Bill English, MCTS, MVP, MCT, is an author and educator specializing in SharePoint technologies. He runs a leading training and consulting company, has written more than 10 books, and speaks at the Microsoft Office SharePoint Conference, Comdex, and other events.
Acknowledgments | p. xxvii |
Introduction | p. xxxi |
Introduction to SharePoint Products and Technologies | |
Introduction to Microsoft SharePoint Products and Technologies | p. 3 |
Comparison of Features in Windows SharePoint Services and SharePoint Portal Server 2003 | p. 5 |
Main Design Goals for SharePoint Products and Technologies | p. 6 |
Architecture and Design Decisions | p. 7 |
Important Features and Terminology Used in SharePoint Products and Technologies | p. 11 |
Security | p. 14 |
Site Administration | p. 18 |
Document and Content Storage | p. 18 |
Organizing Documents and Other Content | p. 19 |
Search Configuration and Usage | p. 19 |
Summary | p. 20 |
Installing Windows SharePoint Services | p. 21 |
Prerequisites | p. 22 |
Installing Windows SharePoint Services on a Single Machine with WMSDE | p. 27 |
Installing Windows SharePoint Services with SQL 2000 | p. 29 |
Installing Windows SharePoint Services into a Server Farm | p. 40 |
Uninstalling Windows SharePoint Services | p. 48 |
Summary | p. 52 |
Installing Microsoft Office SharePoint Portal Server 2003 | p. 53 |
Prerequisites | p. 54 |
Installing SharePoint Portal Server | p. 60 |
Migrating from WMSDE to SQL Server | p. 81 |
Installing the Component for Backward-Compatible Document Libraries | p. 82 |
Installing SharePoint Portal Server into a Non-Active Directory Environment | p. 86 |
Uninstalling SharePoint Portal Server 2003 | p. 86 |
Repairing SharePoint Portal Server | p. 88 |
Troubleshooting SharePoint Portal Server Installations | p. 89 |
Summary | p. 92 |
SharePoint Products and Technologies Architecture | |
Windows SharePoint Services Architecture | p. 95 |
Architectural Components | p. 96 |
Physical Configurations | p. 98 |
IIS Services Used by Windows SharePoint Services | p. 99 |
Changes Made by Windows SharePoint Services | p. 100 |
Web Part Pages | p. 104 |
Customization and Personalization for Web Parts | p. 105 |
Exporting Web Parts | p. 106 |
Handling Site Page Requests | p. 108 |
Templates | p. 109 |
The Web.Config File | p. 110 |
Summary | p. 112 |
SharePoint Portal Server Architecture | p. 113 |
Building on Windows SharePoint Services | p. 114 |
Changes to Front-End Components | p. 115 |
Changes to Back-End Database Components | p. 117 |
Physical Configurations | p. 118 |
Personal Sites vs. My Site | p. 119 |
User Profiles and Audiences | p. 120 |
Enabling and Configuring Single Sign-On Service | p. 121 |
Shared Services | p. 122 |
Summary | p. 123 |
Security Architecture for SharePoint Products and Technologies | p. 125 |
Authentication | p. 126 |
Authorization | p. 129 |
Code Access Security | p. 142 |
Communication Security | p. 145 |
Summary | p. 148 |
Architecting SharePoint Products and Technologies for Operating System Topologies | p. 149 |
Specific Requirements for Server and Client | p. 149 |
Authentication | p. 150 |
Administrative Rights | p. 151 |
User Account Mode | p. 152 |
Controlling Access to Sites | p. 152 |
Active Directory-Dependent Features | p. 153 |
Summary | p. 154 |
Planning and Deployment | |
Planning Your Information Structure Using Microsoft Office SharePoint Portal Server 2003 | p. 157 |
Key Information Management Features of SharePoint Portal Server 2003 | p. 158 |
Where to Start | p. 158 |
Key Decision Areas for SharePoint Portal Server 2003 | p. 160 |
Summary | p. 183 |
Capacity Planning | p. 185 |
Topology Planning | p. 185 |
SharePoint Products and Technologies Licensing Guidelines | p. 188 |
Logical Deployment Considerations | p. 198 |
Planning Services and User Accounts | p. 198 |
Planning Roles, Groups, and Rights | p. 202 |
Planning Search | p. 204 |
Planning for Growth | p. 210 |
Choosing the Farm Design | p. 216 |
Performance Considerations | p. 220 |
Testing for Capacity | p. 222 |
Summary | p. 235 |
Performance Monitoring in Microsoft Office SharePoint Portal Server 2003 | p. 237 |
Monitoring Server Farm Performance | p. 237 |
Microsoft SQL Server | p. 244 |
Logs | p. 244 |
Usage Analysis Processing | p. 246 |
Operation Management | p. 249 |
Summary | p. 269 |
Deployment Scenarios | |
Deploying a Single Server and a Small Server Farm | p. 273 |
Single Server | p. 273 |
Small Farm | p. 277 |
Summary | p. 280 |
Deploying Medium and Large Server Farms | p. 281 |
Topologies | p. 281 |
Summary | p. 315 |
Installing and Configuring Windows SharePoint Services in an Extranet | p. 317 |
Setting Up an Intranet and Extranet Deployment | p. 318 |
Summary | p. 338 |
Shared Services | p. 339 |
Multiple Portal Sites | p. 339 |
Use Intra-Farm Shared Services | p. 341 |
Configuring Shared Services | p. 343 |
Adding Portal Sites | p. 345 |
Recovery Considerations | p. 347 |
Inter-Farm Shared Services | p. 348 |
Summary | p. 349 |
Administration of Windows SharePoint Services | |
Configuring Windows SharePoint Services | p. 353 |
The Management User Interface for Windows SharePoint Services | p. 353 |
Authentication | p. 375 |
Server Farm Configuration | p. 379 |
Summary | p. 403 |
Windows SharePoint Services Site Administration | p. 405 |
Using Templates | p. 406 |
Site Creation Process | p. 419 |
Allowing Access to Websites | p. 421 |
Managing Site Creation Rights | p. 437 |
Statistics | p. 438 |
Managing Alerts | p. 441 |
Summary | p. 447 |
Administration of Microsoft Office SharePoint Portal Server 2003 | |
Configuring SharePoint Portal Server 2003 | p. 451 |
A Quick System Overview | p. 452 |
SharePoint Central Administration | p. 452 |
Creating Additional Application Pools | p. 477 |
Summary | p. 480 |
Managing SharePoint Portal Server 2003 | p. 481 |
Administering Portal Site Settings | p. 482 |
General Settings | p. 482 |
Portal Site Content | p. 497 |
Search Settings And Indexed Content | p. 502 |
User Profile, Audiences, And Personal Sites | p. 502 |
Changing Owners of Portal Sites | p. 507 |
Summary | p. 508 |
Information Management in SharePoint Products and Technologies | |
Working with Documents in SharePoint Products and Technologies | p. 511 |
Understanding the Document Storage Options | p. 512 |
Uploading Documents into a Document Library | p. 533 |
Check-In/Check-Out Processes | p. 541 |
Editing Documents in the Document Library | p. 545 |
Content Approval | p. 547 |
Summary | p. 552 |
Working with Information Components in SharePoint Products and Technologies | p. 553 |
Lists | p. 554 |
Topics | p. 567 |
Areas | p. 573 |
Keywords and Keyword Best Bets | p. 579 |
Document Metadata | p. 582 |
Summary | p. 583 |
The Architecture of the Gatherer | p. 585 |
Default Indexes | p. 585 |
Role of the Gatherer | p. 586 |
The Indexing Process | p. 586 |
Adding File Types to the Indexing Process | p. 594 |
The Architecture of Index Updates | p. 595 |
Index Builds | p. 597 |
The Gatherer Log | p. 602 |
Index Propagation | p. 603 |
Summary | p. 605 |
Managing External Content in Microsoft Office SharePoint Portal Server 2003 | p. 607 |
Advanced Search Administration Mode | p. 608 |
Creating and Managing Content Sources | p. 609 |
Working with Content Indexes | p. 617 |
Managing and Editing Search Scopes and Source Groups | p. 621 |
Windows SharePoint Services Search and MSSearch | p. 623 |
The Topic Assistant | p. 623 |
Manage Crawls of Site Directory | p. 623 |
Manage Keywords and Best Bets | p. 624 |
End-User Experience | p. 625 |
Attribute Mapping for Advanced Search | p. 628 |
Summary | p. 628 |
Personalization Services in SharePoint Products and Technologies | p. 629 |
User Profiles | p. 630 |
Audiences | p. 640 |
Personal Sites | p. 647 |
Portal Site Alerts | p. 653 |
Summary | p. 660 |
Information Security Policies for SharePoint Products and Technologies | p. 661 |
Password Policies | p. 662 |
Personal Use of Sites | p. 664 |
Information Storage Policies | p. 665 |
Administrative Policies | p. 666 |
Logging Events | p. 666 |
Authorized Web Parts and Applications | p. 667 |
Change Control | p. 667 |
Information Privacy | p. 668 |
Data Classification Schemes | p. 669 |
Extranet Considerations | p. 670 |
Summary | p. 670 |
Securing SharePoint Products and Technologies | |
Firewall Considerations for SharePoint Portal Server Deployments | p. 673 |
ISA Server 2000 Web Publishing | p. 674 |
ISA Server 2000 Server Publishing | p. 689 |
Summary | p. 691 |
Single Sign-On in SharePoint Portal Server 2003 | p. 693 |
Single Sign-On Architecture | p. 694 |
Configuring Single Sign-On | p. 697 |
Managing Single Sign-On | p. 707 |
Creating a Web Part That Uses Single Sign-On | p. 716 |
Summary | p. 722 |
Securing an Extranet Using SSL and Certificates | p. 723 |
Enabling SSL for a SharePoint Portal Server 2003 | p. 724 |
Troubleshooting | p. 742 |
Summary | p. 747 |
Maintaining a Server in Windows SharePoint Services | |
Disaster Recovery in SharePoint Products and Technologies | p. 751 |
Backup and Restore Utilities | p. 752 |
Recovering SharePoint Sites and Personal Sites | p. 759 |
Recovering Portal Sites | p. 763 |
Restoring the Backward-Compatible Document Library | p. 766 |
Recovering Different Types of Servers | p. 767 |
Recovering Different Server Topologies | p. 774 |
Repairing SharePoint Portal Server | p. 781 |
Uninstalling SharePoint Portal Server | p. 782 |
Writing a Disaster Recovery Plan | p. 782 |
Summary | p. 786 |
Usage Analysis Tools in SharePoint Products and Technologies | p. 787 |
Managing Usage Analysis | p. 788 |
Analyzing Website Usage | p. 792 |
Internet Information Services (IIS) Logs | p. 794 |
Viewing Website Reports Using FrontPage | p. 795 |
Troubleshooting | p. 798 |
Summary | p. 798 |
Default Tools to Customize Windows SharePoint Services | p. 799 |
Customizing Web Part Pages | p. 800 |
Other Customizations | p. 811 |
Themes | p. 816 |
Summary | p. 817 |
Working with Web Parts | p. 819 |
Basic Customization of Dynamic Web Parts | p. 820 |
Adding New Web Parts | p. 828 |
Purpose and Use of Each Built-In Web Part | p. 830 |
Managing Settings for Web Part Pages | p. 838 |
Working with Web Part Galleries | p. 839 |
Summary | p. 848 |
Using Microsoft Office FrontPage 2003 to Customize SharePoint Products and Technologies Sites | p. 849 |
SharePoint Products and Technologies Fundamentals | p. 850 |
Browser-Based Customization | p. 852 |
How to Edit Sites in FrontPage 2003 | p. 852 |
Caveats to Editing SharePoint Portal Server Sites in FrontPage 2003 | p. 855 |
Most Common Changes Made in FrontPage 2003 | p. 864 |
Advanced Customization | p. 879 |
Working with the Data Source Catalog | p. 889 |
Working with Data | p. 902 |
Windows SharePoint Services-Based Lists as Data Views | p. 920 |
Using Reports to Measure Site Use and Performance | p. 923 |
Summary | p. 924 |
The Windows SharePoint Services Object Model | p. 925 |
Microsoft.SharePoint Namespace | p. 926 |
Microsoft.SharePoint.Administration Namespace | p. 926 |
Microsoft.SharePoint.Dsp Namespace | p. 929 |
Microsoft.SharePoint.Meetings Namespace | p. 930 |
Microsoft.SharePoint.Security Namespace | p. 931 |
Microsoft.SharePoint.SoapServer Namespace | p. 933 |
Microsoft.SharePoint.Utilities Namespace | p. 934 |
Microsoft.SharePoint.WebControls Namespace | p. 936 |
Microsoft.HtmlTrans.Interface Namespace | p. 938 |
Summary | p. 940 |
The SharePoint Portal Server Object Model | p. 941 |
Introduction | p. 941 |
The Microsoft.SharePoint.Portal Namespace | p. 942 |
Microsoft.SharePoint.Portal.Topology | p. 942 |
Microsoft.SharePoint.Portal.UserProfiles | p. 943 |
Microsoft.SharePoint.Portal.WebControls | p. 948 |
Other Namespaces | p. 949 |
Summary | p. 950 |
Building Applications Using Windows SharePoint Services Data | p. 951 |
Using Windows SharePoint Services Components | p. 951 |
Sharing Windows SharePoint Services Component Data with ASP.NET | p. 952 |
Summary | p. 986 |
Building Applications for Microsoft Office SharePoint Portal Server 2003 | p. 987 |
SharePoint Portal Server Web Services | p. 987 |
Summary | p. 999 |
Using Visual Studio .NET to Create Web Parts | p. 1001 |
Web Part Architecture | p. 1001 |
Strong-Naming Assemblies | p. 1005 |
Code Access Security | p. 1007 |
Creating a Web Part | p. 1011 |
Debugging Web Parts | p. 1015 |
Creating Child Controls on a Web Part | p. 1018 |
Web Part Tools | p. 1022 |
Summary | p. 1023 |
Microsoft Office 2003 Integration with SharePoint Products and Technologies | |
Windows SharePoint Services with the Microsoft Office System | p. 1027 |
Windows SharePoint Services and Microsoft Office Integration Features | p. 1028 |
Microsoft Office Access 2003 Integration | p. 1029 |
Microsoft Office Excel 2003 Integration | p. 1030 |
Integration with Outlook | p. 1031 |
Integration with FrontPage | p. 1032 |
Summary | p. 1036 |
Using Microsoft Office InfoPath with SharePoint Products and Technologies | p. 1037 |
InfoPath Form Templates | p. 1038 |
Form Libraries | p. 1042 |
Integrating InfoPath Forms with Web Services for SharePoint Portal Server | p. 1064 |
Summary | p. 1066 |
Microsoft Outlook 2003 Integration with SharePoint Products and Technologies | p. 1067 |
Viewing SharePoint Products and Technologies Data in Outlook | p. 1068 |
Transferring Outlook Data to a SharePoint Site | p. 1073 |
Document and Meeting Workspace Sites | p. 1076 |
Managing Alerts | p. 1082 |
Managing Integration Features in Outlook | p. 1082 |
Additional Outlook Integration Opportunities | p. 1086 |
Summary | p. 1086 |
Upgrading and Migrating to SharePoint Products and Technologies | |
Integrating Exchange Server 2003 with SharePoint Products and Technologies | p. 1089 |
Using the Exchange Web Parts | p. 1090 |
Displaying Exchange Data in a Page Viewer Web Part | p. 1093 |
Creating an E-Mail-Enabled Document Library | p. 1094 |
Summary | p. 1097 |
Upgrading and Migrating to SharePoint Products and Technologies | p. 1099 |
Migration Strategies | p. 1103 |
Upgrading a SharePoint Team Services Website to Windows SharePoint Services | p. 1103 |
Upgrading to SharePoint Portal Server 2003 | p. 1114 |
Migration Tools | p. 1131 |
Summary | p. 1132 |
Glossary | p. 1133 |
Index | p. 1143 |
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