Microsoft SharePoint : Building Office 2003 Solutions

by Hillier, Scot P.

• ISBN13: 9781590595756
• ISBN10: 1590595750
• Edition: 2nd
• Format: Paperback
• Copyright: 2005-12-19
• Publisher: Springer-Verlag New York Inc

Summary

This detailed second edition is Scot Hilliers follow-up to his market-leading SharePoint book. The new version includes extensive updates to the previous edition, with emphasis on Visual Studio Tools for Office 2005 and new approaches for using SharePoint to improve business efficiency. Also featured are new workflow solutions for SharePoint and BizTalk, and a new chapter on building a SharePoint solution from start to finish.In this second edition, Hilliers goal remains to provide intermediate-level guidance for those who want to design and deploy business solutions based on Microsoft SharePoint technologies. Hillier defines the business cases and scenarios for these technologies. He 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.

Table of Contents

About the Author	xiii
About the Technical Reviewer	xv
Acknowledgments	xvii
Introduction	xix
SharePoint Business Solutions	1	(16)
Segmenting Information Workers	2	(1)
Transactors	2	(1)
Professionals	2	(1)
Executives	2	(1)
Information Worker Challenges	3	(4)
System Complexity	3	(1)
The Information Challenge	4	(1)
The Process Challenge	5	(1)
The Collaboration Challenge	5	(1)
The Access Challenge	6	(1)
The Management Challenge	6	(1)
Understanding Business Scenarios	7	(4)
Augmenting Personal Productivity	8	(1)
Increasing Team Productivity	9	(1)
Supporting Remote Workers	10	(1)
Integrating with Partners and Customers	10	(1)
Analysis and Design Considerations	11	(4)
Documenting the Business Vision	11	(1)
Documenting Policies and Practices	11	(3)
Managing Change	14	(1)
Technical Considerations	15	(2)
Server Requirements	15	(1)
Client Requirements	16	(1)
SharePoint Products and Technologies Overview	17	(30)
The Microsoft Office System	17	(1)
SharePoint and the Office System	18	(11)
Windows SharePoint Services	19	(4)
SharePoint Portal Server	23	(1)
Office 2003	24	(1)
Installation Considerations	25	(2)
Stand-Alone Server	27	(1)
Small Server Farm	27	(1)
Medium Server Farm	28	(1)
Large Server Farm	28	(1)
Exercise 2-1: Creating a Development Environment	29	(18)
Prerequisites	30	(1)
Installing Windows Server 2003 on SPSController	30	(5)
Configuring Remote Desktop Administration on SPSController	35	(1)
Installing Windows Server 2003 on SPSPortal	36	(2)
Installing SQL Server 2000 on SPSPortal	38	(1)
Installing SPS on SPSPortal	39	(6)
Installing Visual Studio .NET 2003 on SPSPortal	45	(1)
Preparing SPSClient	45	(2)
SharePoint Portal Server Basics	47	(38)
Understanding Portal Structure	47	(7)
Topics and Areas	47	(4)
WSS Team Sites	51	(1)
Self-Service Site Creation	52	(2)
Managing Users	54	(6)
Understanding Site Groups	54	(2)
Adding Users	56	(2)
Active Directory Account Creation Mode	58	(1)
Understanding User Profiles	58	(2)
Libraries	60	(13)
Document Libraries	60	(4)
Backward-Compatible Document Libraries	64	(7)
Form Libraries	71	(2)
Image Libraries	73	(1)
Lists	73	(2)
Announcements	74	(1)
Links	74	(1)
Contacts	74	(1)
Events	75	(1)
Tasks	75	(1)
Issues	75	(1)
Alerts	75	(1)
Discussions	76	(1)
Surveys	77	(1)
Searching	78	(1)
Exercise 3-1: SPS Basics	78	(7)
Cleanup	78	(2)
Designing the Area Structure	80	(1)
Adding Users	81	(1)
Creating the Site Structure	81	(1)
Migrating Documents	82	(3)
SharePoint Content Development	85	(34)
Customizing Portal Content	85	(13)
Site Membership	85	(4)
Audiences	89	(2)
Understanding Web Parts	91	(5)
Templates	96	(2)
Personalization with My Site	98	(12)
Using My Site	98	(1)
Customizing My Site	99	(1)
Customizing with Microsoft FrontPage	100	(1)
Designing a New Page	101	(3)
Working with Data Sources	104	(2)
Working with Data Views	106	(1)
Creating and Consuming a Web Service in FrontPage	107	(3)
Using Web Components	110	(1)
Understanding Ghosted Pages	110	(1)
Exercise 4-1: Building an Executive Dashboard	110	(9)
Preparing Data Sources	111	(2)
Building the Team Site	113	(6)
Building Web Parts	119	(42)
Web Part Basics	119	(9)
The WebPart Class	120	(1)
The Web Part Life Cycle	121	(2)
Web Part Properties	123	(2)
Rendering Web Parts	125	(3)
Deploying Web Parts	128	(14)
Understanding Strong Names	129	(2)
Building the Web Part	131	(1)
Code Access Security	132	(8)
Deployment Packages	140	(2)
Using Web Part Pages	142	(2)
Adding Web Parts to a Page	142	(1)
Debugging Web Parts	143	(1)
Exercise 5-1: Building a Simple Web Part	144	(6)
Creating the New Project	144	(1)
Modifying the Web Part Description File	145	(1)
Coding the Web Part	146	(2)
Deploying the Web Part	148	(2)
Exercise 5-2: Adding Child Controls to Web Parts	150	(11)
Creating the New Project	150	(1)
Modifying the Web Part Description File	150	(1)
Coding the Web Part	151	(5)
Deploying the Web Part	156	(5)
The Microsoft Single Sign-On Service	161	(26)
Setting Up SSO	161	(6)
Setting the Security Policy	167	(1)
Using SSO in a Web Part	168	(4)
Programmatic Administration	172	(3)
Viewing the Audit Log	175	(1)
Exercise 6-1: Using Single Sign-On	176	(11)
Prerequisites	176	(1)
Creating the Application Definition	176	(1)
Entering the Credentials	177	(1)
Creating the Web Part	177	(5)
Deploying the Web Part	182	(2)
Assigning Permissions	184	(3)
Advanced Web Part Development	187	(42)
Client-Side Web Parts	187	(2)
Using ActiveX Controls	187	(1)
Using Script Files	188	(1)
Building Connectable Web Parts	189	(11)
Connection Interfaces	190	(2)
Connection Life Cycle	192	(7)
Using Transformers	199	(1)
Custom Tool Parts	200	(3)
Default Tool Parts	201	(1)
Creating a Tool Part	202	(1)
Exercise 7-1: Using Terminal Services	203	(6)
Setting Up Terminal Services	203	(2)
Creating the New Web Page	205	(2)
Creating the Web Part	207	(1)
Deploying the Web Part	208	(1)
Exercise 7-2: Connectable Web Parts	209	(14)
Creating the Project	209	(1)
Implementing the Interfaces	210	(1)
Defining the Properties	210	(1)
Creating the Child Controls	211	(1)
Coding the Web Part Life Cycle	212	(7)
Using the Web Part	219	(4)
Exercise 7-3: Custom Tool Parts	223	(6)
Building the Basic Web Part	223	(1)
The Custom Tool Part	224	(4)
Using the Tool Part	228	(1)
The Microsoft Office System	229	(48)
Office Integration	229	(9)
Document Management	229	(2)
Document Workspaces	231	(4)
Meeting Workspaces	235	(1)
Contacts and Calendars	236	(1)
Linked Lists	236	(2)
Developing Office Solutions	238	(17)
XML Support	238	(3)
Smart Documents	241	(9)
Research Library	250	(5)
Exercise 8-1: Building a Smart Document	255	(14)
Prerequisites	256	(1)
Setting Up the Project	256	(1)
Creating the XML Schema	257	(1)
Creating the Control Sets	258	(8)
Deploying the Smart Document	266	(3)
Exercise 8-2: Building a Research Service	269	(8)
Prerequisites	269	(1)
Starting the Project	269	(1)
Creating the Registration Response	270	(2)
Creating the Query Response	272	(3)
Using the Custom Service	275	(2)
Programming SharePoint Services	277	(50)
Document Workflow	277	(10)
Capturing Events	278	(4)
Manipulating Documents	282	(5)
Accessing Portal Site and User Information	287	(5)
Accessing Site Collections	287	(1)
Accessing Lists and List Items	288	(1)
Accessing User Information	289	(1)
Understanding Data Caching	290	(2)
Using SharePoint Web Services	292	(2)
Exercise 9-1: Creating a Workflow Engine	294	(9)
Prerequisites	294	(2)
Building the Workflow Engine	296	(6)
Debugging the Solution	302	(1)
Exercise 9-2: Building a Site Collection Web Part	303	(10)
Prerequisites	303	(1)
Creating the Project	304	(2)
Defining the Properties	306	(1)
Creating the Child Controls	306	(2)
Creating the Helper Functions	308	(1)
Rendering the Web Part	309	(4)
Using the Web Part	313	(1)
Exercise 9-3: Building a Global Task Web Part	313	(9)
Prerequisites	313	(1)
Creating the Project	314	(2)
Creating the Child Controls	316	(1)
Changing the Identity	317	(1)
Rendering the Web Part	318	(3)
Using the Web Part	321	(1)
Exercise 9-4: Building an Identity Web Part	322	(5)
Creating the Project	322	(1)
Creating the Child Controls	323	(1)
Rendering the Web Part	324	(1)
Updating the User Information	325	(1)
Using the Web Part	326	(1)
Visual Studio 2005 and the Microsoft Office System	327	(30)
The ASP.NET 2.0 Web Parts Framework	328	(9)
Understanding the Web Parts Control Set	328	(2)
Building Custom Web Parts	330	(3)
Using Web Parts in a Page	333	(2)
Personalizing Web Parts	335	(2)
Using Visual Studio Tools for Office	337	(5)
Understanding Project Types	337	(2)
Adding Smart Tags to Documents	339	(3)
Exercise 10-1: Building a Web Part Page	342	(7)
Creating the New Project	342	(1)
Adding Site Membership	342	(1)
Creating the Logo Web Part	343	(1)
Creating the Text Web Part	344	(1)
Creating the Link Web Part	344	(1)
Creating the Business Card	345	(3)
Testing the Solution	348	(1)
Exercise 10-2: Building a Smart Document	349	(8)
Setting Up the Project	349	(1)
Creating the XML Schema	350	(1)
Creating the Invoice Template	351	(1)
Coding the Solution	352	(4)
Testing the Solution	356	(1)
SharePoint Portal Server Administration	357	(18)
Back Up and Restore	357	(2)
Site Usage Analysis	359	(1)
Cleaning Up Unused Sites	360	(2)
Managing the Search Service	362	(5)
Defining External Content Sources	363	(1)
Scheduling Content Crawls	363	(1)
Creating Keywords	364	(1)
Enabling Online Presence	365	(1)
Managing Quotas and Locks	366	(1)
Exercise 11-1: Establishing Secure Access	367	(8)
Creating an Alias	367	(2)
Enabling Secure Sockets Layer (SSL)	369	(6)
Index	375