Microsoft Sharepoint

by Hillier, Scot P.

• ISBN13: 9781590598139
• ISBN10: 159059813X
• Format: Paperback
• Copyright: 2007-04-25
• Publisher: Apress

Summary

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

Table of Contents

About the Author	p. xvii
About the Technical Reviewer	p. xix
Acknowledgments	p. xxi
Introduction	p. xxiii
SharePoint Business Solutions	p. 1
The SharePoint Marketplace	p. 1
Segmenting Information Workers	p. 2
Transactors	p. 2
Professionals	p. 2
Executives	p. 3
Grouping Information Workers	p. 3
Individuals	p. 3
Departmental Teams	p. 3
Divisional Groups	p. 4
Enterprise	p. 4
Extended Enterprise	p. 4
Information Worker Challenges	p. 4
The System Challenge	p. 5
The Information Challenge	p. 6
The Process Challenge	p. 6
The Collaboration Challenge	p. 6
The Access Challenge	p. 7
The Management Challenge	p. 8
The Regulatory Challenge	p. 9
Understanding Business Scenarios	p. 9
Increasing Individual Productivity	p. 9
Increasing Team Productivity	p. 10
Increasing Divisional and Enterprise Productivity	p. 11
Supporting Remote Workers	p. 12
Integrating with Partners and Customers	p. 13
Complying with Regulations	p. 14
Analysis and Design Considerations	p. 15
Documenting the Business Vision	p. 15
Documenting Policies, Practices, and Regulations	p. 16
Project and Design Documents	p. 18
Managing Change	p. 18
SharePoint Overview, Planning, and Installation	p. 21
Windows SharePoint Services	p. 21
Document Libraries	p. 22
Lists	p. 23
Web Parts and Custom Development	p. 24
Site Creation and Branding	p. 25
Microsoft Office 2007	p. 25
Document Panels	p. 26
Working Offline, While Mobile, or With Peers	p. 26
Microsoft Office 2007 Suites	p. 27
Microsoft Office SharePoint Server	p. 27
Portal Features	p. 28
Enterprise Content Management	p. 28
Business Intelligence	p. 29
Shared Services	p. 30
MOSS Versions	p. 30
Installation Considerations	p. 30
User Capacity Planning	p. 30
Storage Capacity Planning	p. 31
Access and Authentication Planning	p. 31
Limitations	p. 33
Deployment Architectures	p. 34
Creating a Development Environment	p. 35
Prerequisites	p. 36
Installing Virtual Server 2005	p. 37
Creating the VPC Images	p. 38
Creating the Domain Controller	p. 41
Creating the Database Server	p. 46
Installing Windows SharePoint Services	p. 48
Installing Microsoft Office SharePoint Server	p. 55
Creating a Test Client	p. 64
SharePoint Fundamentals	p. 65
Managing Users	p. 65
Understanding Permission Levels and SharePoint Groups	p. 67
Configuring Anonymous Access	p. 70
Understanding Security Policies	p. 70
Managing Site Structure	p. 71
Working with Sites	p. 72
Working with Lists	p. 73
Configuring E-Mail-Enabled Lists	p. 79
Working with Pages	p. 80
Understanding Alerts and RSS Feeds	p. 81
Understanding Features	p. 82
Understanding Authentication Options	p. 83
Extending Web Applications	p. 84
Using Forms Authentication	p. 84
Using Web Single Sign-On	p. 90
Using Active Directory Account Creation Mode	p. 90
Extending Web Applications Outside the Firewall	p. 90
Working with Alternate Access Mappings	p. 90
Enabling Secure Sockets Layer	p. 91
Creating a Secure Internet Site	p. 91
Extending the Web Application	p. 92
Creating an Alias	p. 92
Installing Certificate Services	p. 93
Requesting a New Certificate	p. 94
Creating a New Certificate	p. 96
Installing the New Certificate	p. 96
Configuring Forms Authentication	p. 97
Adding a New Incoming URL	p. 100
Testing Secure Access	p. 100
SharePoint Shared Services	p. 103
Creating and Managing Shared Services Providers	p. 103
Configuring Search	p. 105
Crawling Content Sources	p. 105
Including File Types	p. 106
Understanding Search Scopes	p. 108
Using Keywords and Best Bets	p. 109
Reporting on Search Usage	p. 109
Using Audiences	p. 109
Understanding User Profiles	p. 111
Personalization with My Site	p. 116
Using My Site	p. 117
Customizing My Site	p. 118
Publishing Links	p. 119
Using Excel Services	p. 119
Configuring Excel Services	p. 119
Using Parameters in Excel Services	p. 121
Using Data Connections	p. 123
Using Excel Web Services	p. 124
Creating User-Defined Functions	p. 124
Integrating the Business Data Catalog	p. 125
Understanding Metadata	p. 126
Uploading the Application Definition	p. 136
Using BDC Information	p. 138
Custom Solutions with Excel Services	p. 141
Trusting a Document Library	p. 141
Creating the Mileage Calculator Spreadsheet	p. 142
Creating the New Project	p. 143
Coding the Application	p. 143
SharePoint Content Development and Management	p. 147
Understanding Site Collection Templates	p. 147
Adding and Editing Pages	p. 149
Using Web Parts	p. 151
Connecting Web Parts	p. 153
Modifying the Site Look and Feel	p. 154
Customizing Site Navigation	p. 154
Using Themes and Styles	p. 154
Customizing with the SharePoint Designer	p. 155
Understanding Contributor Mode	p. 156
Adding a New Page	p. 157
Working with Data Sources	p. 159
Working with Data Views	p. 162
Understanding the Impact of Customization	p. 162
Saving Customized Templates	p. 164
Creating Site Templates	p. 164
Creating List Templates	p. 165
Using the Publishing Feature	p. 165
Creating a Public Internet Site	p. 165
Creating and Approving Pages	p. 168
Using an Alternate Style Sheet	p. 171
Understanding Master Pages and Page Layouts	p. 171
Editing the Default Master Page	p. 171
Creating New Page Layouts	p. 174
Creating New Master Pages	p. 176
Enabling Site Variations	p. 180
Using Content Deployment	p. 181
Web Content Management	p. 182
Creating a New Site	p. 182
Activating and Configuring the Publishing Feature	p. 183
Creating a New Welcome Page	p. 187
Defining Site Columns	p. 188
Defining the Content Type	p. 188
Creating the Page Layout	p. 189
Editing the Page Layout	p. 189
Publishing the Page Layout	p. 191
Using the Page Layout	p. 191
SharePoint Document, Form, and Records Management	p. 193
Working with Content Types, Lists, and Libraries	p. 193
Understanding Site and List Columns	p. 195
Working with Views	p. 196
Using New Content Types	p. 198
Configuring Document Library Enhancements	p. 200
Working with InfoPath and Form Libraries	p. 203
Creating Template Parts	p. 203
Importing Word and Excel Documents	p. 207
Using Data Connection Libraries	p. 209
Developing with Visual Studio Tools for Applications	p. 210
Understanding InfoPath Forms Services	p. 216
Using the Document Conversions Service	p. 219
Understanding Records Management	p. 221
InfoPath and SharePoint	p. 222
Prerequisites	p. 223
Creating a Customer Issues Site	p. 223
Creating the Customer Issues Form	p. 224
Publishing the Form	p. 226
Configuring the Form Library	p. 227
Using the New Form	p. 228
Document and Records Management	p. 229
Prerequisites	p. 229
Defining Site Columns	p. 229
Defining Site Content Types	p. 230
Creating the Document Library	p. 232
Creating the Records Repository	p. 233
Configuring the Records Repository	p. 234
Archiving a Document	p. 235
Creating a Hold Category	p. 235
SharePoint Custom Features and Workflows	p. 237
Building Custom Features	p. 237
Understanding the Feature Architecture	p. 237
Adding Actions to Menus and Toolbars	p. 240
Using Custom Action Pages	p. 244
Using Tokens to Retrieve Information	p. 248
Adding New Files to a Site	p. 248
Understanding Feature Receivers	p. 250
Receiving Site, List, and Item Events	p. 254
Building and Using Workflows	p. 258
Using Built-in Workflows	p. 259
Creating Custom Workflows in Visual Studio	p. 260
Creating Workflows in SharePoint Designer	p. 266
Creating Custom Activities	p. 267
Considering Workflow Options	p. 273
Building an Employee Performance Review Workflow	p. 275
Creating the InfoPath Workflow Forms	p. 275
Creating the Workflow Project	p. 282
Publishing the Forms	p. 283
Developing the Project	p. 284
Coding the Project	p. 289
Building the Project	p. 293
Deploying the Workflow	p. 293
Using the Workflow	p. 296
SharePoint Business Intelligence Solutions	p. 297
Understanding Report Center	p. 297
Using Scorecards	p. 298
Using Reports	p. 299
Understanding Data Source Options	p. 302
Using SharePoint Lists as Data Sources	p. 302
Using Spreadsheets as Data Sources	p. 304
Using Cubes as Data Sources	p. 305
Integrating SQL Reporting Services	p. 310
Reporting Services Web Parts	p. 312
SQL Server 2005 Service Pack 2	p. 313
Creating a Dashboard	p. 314
Installing the AdventureWorks Data Warehouse	p. 314
Building and Deploying a Cube	p. 315
Browsing the Cube in Excel	p. 318
Adding the Data Connection	p. 319
Creating a Report	p. 320
Building the Dashboard	p. 321
SharePoint and Microsoft Office	p. 323
Managing Document Information	p. 323
Utilizing the Document Management Information Panel	p. 323
Using the Research Library	p. 325
Working with Quick Parts	p. 326
Creating Custom Document Information Panels	p. 328
Going Offline	p. 329
Going Mobile	p. 331
Using the Office Open XML File Formats	p. 335
Understanding Document Packages	p. 335
Using System.IO.Packaging	p. 339
Developing with Visual Studio Tools for Office	p. 343
Creating a Development Environment	p. 344
Creating Office 2007 Add-Ins	p. 346
Creating Office 2007 Task Panes	p. 349
Deploying VSTO 2005 SE Solutions	p. 352
Using the Office Open File Formats	p. 355
Starting the Project	p. 356
Coding WordCleaner.Worker	p. 356
Creating the Worker.aspx Page	p. 361
Coding the Worker.aspx Page	p. 362
Creating the Feature.xml file	p. 363
Creating the Elements.xml file	p. 364
Creating the Install.bat file	p. 365
Activating and Using the Feature	p. 366
SharePoint Web Parts	p. 367
Web Part Basics	p. 367
Web Part Properties	p. 368
Rendering Web Parts	p. 369
The Web Part Life Cycle	p. 371
Deploying Web Parts	p. 375
Understanding Deployment Options	p. 375
Building the Web Part	p. 377
Code Access Security	p. 378
Creating Solution Packages	p. 384
Using Custom Web Parts	p. 386
Using Client-Side Script	p. 387
Building Connectable Web Parts	p. 390
Building Custom Connection Interfaces	p. 390
Using Standard Connection Interfaces	p. 392
Custom Editor Parts	p. 399
Creating an Editor Part	p. 400
Using an Editor Part	p. 401
A Complete Web Part	p. 402
Installing the AdventureWorks Database	p. 403
Creating the New Project	p. 403
Coding the Web Part	p. 404
Deploying the Web Part	p. 407
Using the Web Part	p. 410
Connectable Web Parts	p. 411
Adding the Filter Property	p. 412
Adding the Callback Method	p. 412
Modifying the SQL Statement	p. 413
Building and Deploying the Web Part	p. 413
Creating the Contact List	p. 413
Programming SharePoint Services	p. 415
Understanding Site Definitions	p. 415
Creating a New Site Definition	p. 416
Customizing the Site Definition	p. 420
Understanding the SharePoint Object Model	p. 424
Getting Started with the Object Model	p. 425
Accessing Site Collections and Sites	p. 427
Elevating Permissions	p. 428
Accessing Lists and List Items	p. 429
Accessing User Information	p. 430
Using SharePoint Web Services	p. 432
Working with Site Data	p. 433
Working with List Data	p. 433
Using the Single Sign-On Service	p. 439
Setting Up SSO	p. 439
Using SSO in Code	p. 445
Creating a Site Definition	p. 447
Copying the Site Definition	p. 448
Modifying the Configurations Section	p. 449
Modifying the Modules Section	p. 450
Using the Site Definition	p. 451
Building a Site Explorer	p. 451
Adding the Web Reference	p. 452
Returning All Sites	p. 452
Adding Child Sites	p. 453
Running the Sample	p. 454
SharePoint Operations and Administration	p. 455
Using Backup and Restore	p. 455
Creating a Target Folder	p. 455
Performing a Backup	p. 457
Performing a Restore	p. 457
Using Logs and Reports	p. 458
Working with the Unified Logging Service	p. 458
Working with Portal Usage Reporting	p. 460
Working with Information Management Policy Usage Reports	p. 462
Configuring Caching Options	p. 463
Understanding Cache Profiles	p. 463
Configuring Output Caching	p. 465
Configuring Object and Disk Caching	p. 466
Using Windows Rights Management	p. 467
Preparing for RMS Installation	p. 468
Installing the RMS Server	p. 469
Configuring RMS in the SharePoint Farm	p. 471
Using RMS with Documents	p. 471
Configuring Antivirus Protection	p. 472
Quiescing the Farm	p. 473
Cleaning Up Unused Sites	p. 474
Implementing Quotas and Locks	p. 476
Using the Command-Line Utility	p. 477
Creating a Log Viewer Feature	p. 478
Creating the ULSLogViewer Page	p. 478
Creating the Feature File	p. 487
Creating the Manifest File	p. 488
Deploying the Feature	p. 488
Index	p. 491
Table of Contents provided by Ingram. All Rights Reserved.