Microsoft SharePoint Products and Technologies Resource Kit

by English, Bill

• ISBN13: 9780735618817
• ISBN10: 073561881X
• Edition: 1st
• Format: Paperback
• Copyright: 2004-06-09
• Publisher: Microsoft Press

Summary

This exhaustive, 1000+ page reference delivers all the information you need to plan, design, deploy, and manage strategic solutions using Microsoft SharePoint Portal Server 2003 and Microsoft Windowsr SharePoint Services. Topics include architecture; capacity planning; deployment scenarios, including small, medium, and large server farms; configuring administration; working with SPPT; security features; maintenance and disaster recovery; customization and solution development; using SharePoint with other Microsoft products; and upgrading/migration strategies. The companion CD-ROM features a fully searchable eBook, plus tools, scripts, and job aids-everything you need to help save time and reduce ownership and support costs.

Author Biography

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.

Table of Contents

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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