Index
Numbers | A | B | C | D | E | F | G | H | I | J | K | L | M | N | O | P | Q | R | S | T | U | V | W | X | Z
Numbers
12 hive directories, 292, 303, 306, 327
9s, levels of, 647
A
Acceptance, 177–178
Access 2007 Upsizing Wizard, 524
Access control, 494, 497–500
Accessibility, 297
Accessibility Kit for SharePoint (AKS), 297
Accuracy, in SLAs, 110
Actions, 328–329, 345
Active Crawls Web part, 400
Active Directory
collaborative personal sites and, 448
contact list integration in, 12
contract employees group in, 624
global groups of, 39
groups versus user accounts in, 152–156
SharePoint groups versus, 494–496
SharePoint Server 2007 administered by, 80
site collections and, 213
upgrading and, 702–703
user profiles and, 464, 481
workflows and, 216
Active Directory Universal groups, 470
Administrators, training of, 61
Adoption of change, rate of, 28–29
AdultContent element, in OpenSearch Description Documents, 386
Advanced Search, 208–210, 463
Aggregation of content, 13, 19–20
Alerts, 625
Aliases, database mirroring and, 652–653
Alpha process, in governance, 121
Alternate Access Mappings (AAM), 445, 545, 624–625
AlternateCSSUrl, 307, 358
Anonymous authentication, 503
Anonymous users, 718
Application definition files, in BDC, 541–543
Application pools, 616–617
Application programming Interfaces (APIs), 10–11
Application.master page, 296, 298, 300, 357
Approval process
for authoring in place, 352–353
in design life cycle, 82
in document management, 194–195, 204, 216–217
in governance, 123–124, 128
workflows for, 249, 264, 268, 272, 280
Architecture. See Information architecture
Archiving
in document management, 194–195, 200, 225–226
sites for, 235
ASP.NET, 7, 247, 321–322, 694
Assemblies element, 336
Assembly signing, 504–506
ATOM, in OpenSearch Description Documents, 387
Attribution element, in OpenSearch Description Documents, 385
Audiences
as Shared Service, 470
targeting, 294, 484
taxonomies and, 449–450
upgrading and, 701
usage combination with, 497
Auditing
design phase and, 78
in Enterprise Content Management, 16
policy for, 251–252
site collection, 15
Augmented Backus-Naur Form (ABNF) rules, 380
Authentication. See also Permissions; also Security
ASP.NET provision of, 7
client-server, 527–528
for Business Data Catalog (BDC), 543–544
forms-based, 79, 544
in document management, 194
in Reporting Services, 564–565
Kerberos, 527, 555, 565
RSS (Really Simply Syndication) viewer and, 349
Trusted Account, 555
Windows, 79, 555, 565
Authenticode signing, 504
Authoring in place, 352–353
Authority. See Power dynamics
Automatic Updates, 391
Automating, workflows for, 263
Autonomy, in power dynamics, 33
Availability, 648–661
best practices for, 710
fault tolerance and, 649–650
inter-farm Shared Services Providers and, 477
of SharePoint Servers, 654–661
of SQL Server, 650–654
search and, 376
Service Level Agreements (SLAs) for, 53, 110
B
Backup and restore
content database size and, 72
content replication by, 316
in design phase, 78
in Windows SharePoint Services 3.0, 5
of index server, 657
of My Sites, 472
scripted, 670
strategies for, 661–662
upgrading and, 692
Backward compatibility, 322
Barcodes, 252
Barracuda Software, LLC, 213, 317–318
Basic authentication, 503
BDC Meta Man tool, 474, 543
Best Bets, in search, 437
Best practices
caching as, 346
counters in, 734
definition of, 108
Dev systems code development as, 637
for application pools, 616–617
for archiving, 225–226
for audiences, 348, 470
for availability, 710
for collaborative personal sites, 448
for content databases, 617–623
for content deployment, 352
for content management, 258–260
for content types, 238
for customization, 294
for document conversions, 356–357
for document management, 204–207, 210, 212–213, 226–227
for Excel, 523, 528
for file grouping, 334
for InfoPath form, 256
for information context, 176
for lists and libraries, 709
for master pages, 361
for performance, 158, 734
for project management, 105
for publishing, 244, 466
for records management, 170
for Reports Library, 533
for resource location replication, 327
for Search Server 2008, 406–409
for Site Directories, 441
for SQL Server, 716
for System Center Operations Manager 2007, 738
for taxonomies and social networks, 458
for unstructured content, 236
for upgrading, 675
for user profiles, 483
for variations, 365, 370–371
for Web parts, 325, 696
for wildcard managed paths, 615
for workflows, 216–217, 269–270, 279
for zones, 623, 625
MSF (Microsoft Solutions Framework), 717
standards versus, 107
technology, 116–121
business objectives and, 116–118
financial and performance impacts and, 119
for excellence and innovation, 120
for growth, 121
for long and short term, 119
for merit and service, 120
for questions and issues, 120
for standardization, 121
taxonomies in, 118–119
technology-agnostic view for, 121
workflow and culture and, 116
BLOB (binary large object) caching, 346–347
Blogs, 12
for requirements gathering, 65
for social networking, 456–457
tacit knowledge capture by, 20
Bottlenecks, 158
Boundaries, in capacity planning, 710–717
hardware, 716–717
software, 711–715
Branding and customization, 289–310
control of, 291
for site and system master pages, 352
in design life cycle, 63, 70
in information architecture, 177
in project management, 141
methods for, 291–299
- cascading style sheets in, 296–297
- features, solutions, and object model in, 298–299
- master and content pages in, 295–296
- selecting, 292–294
- themes in, 297–298
- Web parts in, 299
native support for, 299–303
of Publishing sites, 343
reasons for, 290–291
SharePoint Designer 2007 for, 303–306, 309
user accounts and, 315
Visual Studio 2005 for, 306–310
Web parts for, 325–326
Broken links, upgrading and, 694
Budgeting and forecasting, 579
Build out production system, 84
Build readiness, in design life cycle, 83–86
Business Data Picker form, 546
Business intelligence, 37, 515–547. See also Reporting Services
Business Data Catalog for, 539–546
- application definition files for, 541–543
- authentication and security for, 543–544
- BDC columns for, 544–546
- Web parts in, 539–541
components of, 516–519
Excel for, 521–526
Excel Services for, 526–532
- client-server authentication in, 527–528
- Excel Calculation Services in, 526
- Excel Web Access in, 526
- Excel Web Access Web Parts in, 530–531
- Excel Web Services in, 526
- Excel workbooks published in, 528–530
- unsupported features in, 531–532
overview of, 515–516
Report Centers for, 532–539
- Data Connection Library in, 535–536
- KPI list in, 536–539
- Reports Library in, 533–535
scenarios of, 604–605
scorecards for, 605–608
- Business Scorecard Manager (BSM) for, 606–607
- Excel Services Scorecard for, 607
- KPI lists for, 606
- PerformancePoint monitoring for, 607–608
SharePoint Server 2007 integration with, 519–520
upgrading and, 682
Business process engineering, 107
Business requirements, 90, 92, 94–96, 139–141, 265–266, 427
Business Scorecard Accelerator, 605
Business Scorecard Manager (BSM) 2005, 520, 586, 606–607
C
.CAB file, 372
Cabinet Directive File (ddf), 312, 333–334
CabinetNameTemplate, 334
Caching
Global Assembly Cache (GAC) for, 280, 327, 336, 504, 506, 554
in publishing feature, 346–347
Page and Fragment, 294
site collections, 346
Calendars
Gantt view of, 93–94
governance team, 129
Callouts, feature, 332
Capacity planning, 707–730. See also Performance
boundaries in, 710–717
- hardware, 716–717
- software, 711–715
customization in, 709–710
in design life cycle, 53, 81, 85
overview of, 707–708
server and network hardware in, 710
software configuration in, 708–709
System Center Capacity Planner 2007 for, 717–722
Visual Studio 2008 Team Suite for, 722–730
- load tests in, 726–730
- Web tests in, 725–726
Cascading style sheets (CSS)
AlternateCSSUrl and, 307, 358
custom, 360–361
for Publishing sites, 343
in branding and customization, 296–297, 301, 304
in content management, 233
in master pages, 358–359
in style library, 344, 358
Visual Studio 2005 and, 309
Catalog zones, 320
Categories Web part, 438
Central Administration
application pool for, 616
availability and, 660–661
backup in, 668
configuration and change management plan in, 87
end users as Web site creators versus, 39
External Service Connection in, 250
farm administrator access to, 4
in index server, 657
interface of, 5, 618
maintenance in, 161
Master Site Directory in, 438
My Sites and, 472
of SharePoint, 41
Official Records Repository and, 221
Policy for Web Applications feature in, 624
purpose of, 4
records management and, 171, 450
Reporting Services and, 555–556, 565
Search Server 2008 and, 397
server configuration in, 149
service accounts and, 501
site collections and, 350, 443
solutions and, 312
technical requirements and, 71
Universal Data Connection (UDC) files in, 536
Web applications and, 74, 480, 663
Centrality, in power dynamics, 33
Certificate authorities (CA), 504
Change, 23–50
governance conflicts and, 44–49
- in decision making, 47–49
- in information handling, 45–47
- in information location, 44–45
in corporate environment
- acceptance of, 25, 27–29
- at desktop level, 25–26
- managing, 29–32
- SharePoint understanding and, 24
- types of, 26–27
information architecture and, 175
management of, 53, 87
power dynamics and, 32–35
resistance to, 144–146
SharePoint introduction of, 35–44
- in document collaboration, 38–39
- in end users as security agents, 43–44
- in end users as Web site creators, 39–41
- in information access, 35–37
- information kingdom breakdown in, 38
Change control, 106–107, 142. See also Versioning
Charter, project, 95, 102–106
Classification of information, 491
Clickthrough reports, 567
Client Access License (CAL), 526
Client applications, workflows and, 283–285
Clustered servers, 159, 650–651
Code Access Security (CAS), 77, 504–513
assembly signing in, 504–506
in manifext.xml, 511
safe controls in, 506–507
Solution Manifest file and, 334
trust levels for, 507–511
Web parts and, 327, 511–513, 554
CodeAccessSecurity element, 336
Code-free custom workflows, 276–277
CodePlex site, 279
Coexistence strategies, 141–142, 457–458
Collaboration. See also Publishing sites
access to sites for, 497
application pool for, 616
Collaboration Portal for, 14, 244, 273, 348–349, 438
document management versus, 191
in Windows SharePoint Services 3.0, 11–12
information architecture and, 169
Internet and, 75
self-organizing, 40
SharePoint and, 18–19, 27, 38–39
SharePoint versus file servers for, 199
site collection creation and, 445
Communication strategy, 27, 146–147
Compatibility, backward, 322
Competitive environment, as business driver, 109
Computer-based training (CBT), 62
Concise requirements, 96
Confidentiality, 490–493
Configuration management, 52, 87
Conflicts, governance, 44–49
Connection zones, 320
Connectors, 376, 435
Constraints, 83, 91
Contact element, in OpenSearch Description Documents, 383
Contacts list, 12, 130
Content
aggregation of, 13, 19–20
approval process for, 204
crawling, 70–71, 76
database size for, 72–73
Enterprise Content Management for, 15–16
in recovery planning, 645
intranet and extranet access to, 74
list and item levels of, 667–668
location of, 72
migration of, 72
movement of, 171
navigation structure for, 161
organization of, 20–21
presentation of, 21–22
publishing of, 22
recovery of, 662–668
- lists and items in, 667–668
- Shared Services Providers in, 664
- site collections in, 665–666
- Web applications in, 662–663
test environment replication of, 316–318
type planning for, 75
Content databases
as migration method, 678–679, 681, 686, 697, 700–701
best practices for, 617–623
Recycle Bin and, 667
SQL Server recovery tools for, 669–670
Web applications restore and, 663
Content Editor Web part (CEWP), 709
Content management, 229–261. See also Publishing sites
best practices for, 258–260
document management and, 236–244
- content types in, 236–240
- integrated information rights management in, 242–244
- item-level security in, 242
- versioning in, 240–242
e-mail management and, 257–258
examples of, 232–235
forces for, 231–232
forms management and, 254–257
in branding and customization, 295–296
infrastructure for, 312–313
overview of, 15–16
records management and, 249–254
structured versus unstructured, 230–231
Web content management and, 244–249
Content Query Web part (CQWP), 709
Content Source Details feature, 398
Content Translation Management tools, 371–373
Content types
business intelligence, 534
confidentiality of, 491–493
expiration policy for, 224
for item-level storage, 180
GUIDs for, 207
in document management, 236–240
Reporting Services, 558–560, 564
taxonomies and, 446
workflows associated with, 282
ContentType element, 330
Contextual requirements gathering, 65
Contingency factors, in design life cycle, 81–82
Continuity of service, 53
Conversions, document
availability of, 659–660
in Enterprise content management, 246–247
on index server, 657
Publishing sites and, 356–357
Cookie-based credentials, 399
Corporate environment
acceptance of change in, 25, 27–29
best practices for, 116
change types in, 26–27
desktop level change in, 25–26
managing change in, 29–32
SharePoint understanding and, 24
Cost cutting, 26
Counters, performance, 730–734
Crawler Impact Rule link, 400
Crawling content
findability topologies for, 427–437
- Federated Location Definition technology for, 431–437
- scaling index and query servers for, 427–431
in design life cycle, 70–71, 76
of user profiles, 482
scheduling of, 433
Creation, in document life cycle, 193, 195, 197–199
Credentials, form or cookie-based, 399
Creep, requirements, 67
Cultural change, 27
Currencies, in reports, 574–575
Current Navigation, 343
Custom Actions, in Features, 328–330
Custom development testing, 85
Custom workflows, 277–280
Custom.master page, 357–358
Customers, as stakeholders, 60
Customizations. See also Branding and customization
c
apacity planning and, 709–710
of master pages, 141
upgrading, 695–697, 702
CustomJSUrl, 307
D
Dashboards, 37
Dashboard Designer for, 586–598
- data sources for, 589–590
- in PerformancePoint Server, 586–587
- KPIs (Key Performance Indicators) of, 595–596
- MDX (Multidimensional Expression) queries for, 594
- reports from, 570, 590–594
- security and, 596–598
- Web part pages from, 588–589
- workspaces of, 602–604
deploying, 598–600
for business intelligence, 531–535, 538
interacting with, 600–602
SharePoint Server 2007 as, 644
Data Connection Library, 535–536
Data elements, 206–207
Data Form Web parts (DFWP), 226
Data mining add-in, for Excel, 522
Data objects, lower-level, 180–181
Databases
content
- as migration method, 678–679, 681, 697, 700–701
- best practices for, 617–623
- Recycle Bin and, 667
- SQL Server recovery of, 669–670
management of, 87
mirroring of, 651–653
servers for, 315
Debugging, 86, 314
Decommissioning servers, 697
Dedicated farm topology, 637–638
Default Search Crawl, 482
Default Web site, 683
Default Workflow Start Values, 267
Default.master page, 357–358
Definition, requirements, 95
Delay signing assemblies, 505–506
DelegateControl element, 329
Deliverables, 105. See also Project management
DeliverPoint 2007, 213
Delivery, Service, 53
Denial of service (DoS) attacks, 326
Department of Defense (DOD) 5015.2 add-on pack, 170, 228
Departments, as stakeholders, 60
Dependencies
feature stapling and, 308
in build out production system, 84
in design life cycle, 80–81
recovery and, 647
Deployment, 133–163
envisioning stage of, 134–136
implementation and configuration management and, 161–162
of branding and customization, 303
of content, 249, 351–357
- authoring in place and, 352–353
- document conversions in, 356–357
- overview of, 351–352
- tools in, 353–356
of dashboards, 598–600
of geographically dispersed Shared Services, 484–487
of PerformancePoint Server 2007, 579
of RSWebparts.cab, 554
of Web content, 317
of workflows, 273–275, 280–283
planning stage of, 136–161
- client hardware and software review in, 149
- coexistence strategies in, 141–142
- communication strategy in, 146–147
- content and navigation structure in, 161
- design objectives in, 141
- disaster recovery plan in, 159
- education strategy in, 147–148
- end-user and business requirements in, 139–141
- governance plan in, 149
- integration in, 160
- localization in, 159–160
- maintenance in, 161
- overview of, 136–137
- performance in, 158
- project teams and roles in, 137–138
- risk analysis in, 143–146
- security in, 150–158
- server configuration in, 149–150
- technical requirements in, 138
- test lab for, 142–143
policy definitions and, 511
review after, 162–163
Description Documents. See OpenSearch Description Documents (DDoc)
Description element, in OpenSearch Description Documents, 381
Design life cycle, 51–88
build readiness milestone in, 83–86
deployment planning stage and, 141
design phase milestone in, 67–82
- approval in, 82
- common questions in, 72–80
- contingency factors in, 81–82
- dependencies in, 80–81
- functional requirements mapped to, 68–71
- performance and capacity requirements in, 81
- technical requirements in, 71–72
- testing in, 82
frameworks of
- Information Technology Infrastructure Library (ITIL) in, 52–55
- process models in, 56–59
- structure versus freedom in, 55–56
operating and supporting in, 86–88
operational readiness milestone in, 86
requirements gathering in, 63–67
stakeholders and, 60–61
training and, 61–63
Desk, Service, 52
Dev system, 637
Developer element, in OpenSearch Description Documents, 385
Developers, training of, 62
Development environment, 313–314
Dewey Decimal System, as taxonomy, 117–118
Diagnostic logging, 4
Directory Management Services, 12, 470
Disaster recovery. See also Backup and restore
deployment planning and, 159
in service level agreements, 110
overview of, 668–670
testing, 86
Disk size, in upgrading, 692–693
Distributed administrative architecture, 135
Distributed File System (DFS), 166
Distributed management model, 4
Distributed server environments, 577–578
Distribution
as business driver, 109
in document management, 194–195, 218–223
Document Center, 16, 170, 349
Document conversions
availability of, 659–660
in Enterprise content management, 246–247
on index server, 657
Publishing sites and, 356–357
Document Information Panel (DIP), 149, 238
BDC columns and, 545–546
in Enterprise Content Management, 16
metadata collected through, 7, 18
taxonomies and, 446
Document libraries, 11
as publishing tool, 353
for requirements gathering, 65
governance team, 130–131
Reporting Services content types and, 560, 569
Visual Studio 2005 and, 572–574
workflows and, 264–265, 280–282
Document management, 22, 191–228, 236–244
best practices for, 226–227, 258
content types in, 236–240
conversions in, 246–247, 356–357
description of, 192–195
- overview of, 192–193
- SharePoint features for, 195
- steps in, 193–194
- systems for, 193
DoD 5015.2 add-on pack for, 228
integrated information rights management in, 242–244
item-level security in, 242
life cycle in, 196–199
SharePoint versus file servers for, 199–226
- archiving in, 225–226
- distribution in, 218–223
- filing in, 205–207
- location in, 202–205
- overview of, 199–202
- retention in, 224–225
- retrieval in, 208–211
- security in, 212–215
- workflow and approval in, 216–217
versioning in, 240–242
Documentation
geographically dispersed environments and, 487
of installation, 84
of resource locations, 327
repository for, 87
requirements matrix as, 98
DocumentConverter element, 332
Domain controllers, 483, 578
Drag-and-drop documents, 140
Driving forces, in change, 145–146
Dundas Chart for SharePoint, 520
E
Early adopters, in adoption of change, 28
Early majority, in adoption of change, 29
ECM Starter Kit, 171
Economies of scale, 677
Editor zones, 320
Education, deployment planning and, 147–148
Elicitation techniques, 64–65
Contact element and, 383
in content management, 257–258
in design phase, 77
list integration with, 12
Emergent capability, 178
Empowerment, 34
Enesys Software, Inc., 570
Engineering, requirements (RE), 63
Enterprise content management. See Content management
Enterprise FilePlan, 170
Entities
in Business Data Catalog (BDC), 473, 544
Product List, 539
Unified dimensional model (UDM) for, 517
Environmental change, 29–32
Environments
development, 314
test, 314–318
Web part execution, 327
Envisioning stage of deployment, 134–136
Excel 2007
for business intelligence, 521–526
PerformancePoint Server 2007 and, 584–586
Excel Services, 526–532
client-server authentication in, 527–528
Dashboard Designer and, 590–591
Excel Calculation Services in, 17, 473, 478, 526, 528, 636, 657–658
Excel Web Access in, 526, 528–531
Excel Web Services in, 526
Excel workbooks published in, 528–530
PerformancePoint Server 2007 and, 604
scorecards of, 607
Trusted Data Connection Libraries of, 535, 587
unsupported features in, 531–532
Executives, as stakeholders, 60
Expertise, in power dynamics, 33
Expiration policy, 224, 252. See also Retention
Explicit knowledge, 20, 457
Explicit managed paths, 444, 615
Exporting and importing, content replication by, 316–317
Extensibility, in SLAs, 110
Extranets. See also Internet sites; also Intranet sites
description of, 612
scenarios for, 625–627, 631–634
Shared Services Providers (SSP) in, 484
trusted users and, 612
Web applications and, 613–625
- application pool best practices in, 616–617
- content database best practices in, 617–623
- site collections in, 613–616
- zones in, 623–625
F
Failover, 159, 651, 653
Fault tolerance, 649–650, 668
Feature Site Template Association, 493
Feature stapling, 308, 331, 493
FeatureManifests element, 335
Features, 328–332
description of, 311
element types in, 328–332
events of, 332
FeatureSiteTemplateAssociate element, 331
Federated indexing, 70
Federated Location Definition files
building, 379, 401–406
business requirements and, 427
crawling content and, 431–437
exporting, 379
in Search Server 2008 administration, 397
query template and, 382
Federated queries, 376
Field controls, 11, 245–246
Field element, 330
File Copy command, 333
File servers, SharePoint versus
archiving in, 225–226
distribution in, 218–223
filing in, 205–207
location in, 202–205
overview of, 199–202
retention in, 224–225
retrieval in, 208–211
security in, 212–215
workflow and approval in, 216–217
Filing, in document management, 194–195, 205–207
Financial management, 53
Findability, 204–205, 208, 413–460. See also Search and indexing
business requirements and, 427
crawl and query topologies for, 427–437
- Federated Location Definition technology for, 431–437
- scaling index and query servers for, 427–431
geographically dispersed environments and, 487
governance and, 426–427
information overload and, 414–417
Long Tail concept in, 417–418
overview of, 413–414
relevance, precision, and recall in, 418–422
social network support for, 451–459
- Groove workspace for, 452–456
- Membership Web part for, 459
- My Sites and user profiles for, 457–459
- wikis and blogs for, 456–457
taxonomies and social networks for, 425–426
taxonomy support for, 438–451
- by audiences, 449–450
- by content types and DIP, 446
- by galleries, 451
- by Master Site Directory, 438–441
- by My Sites and personalization, 447–449
- by Records Centers, 450
- by scopes, 450
- by Summary Links Web part, 446
- by URL and managed paths, 442–445
users real needs in, 422–425
Finder method, for Business Data Catalog, 473
Firewalls, for intranets, 628–629
Forecasting and budgeting, 579
Formal authority, 33
Form-based credentials, 399
Forms management, 11, 254–257
Forms Services, 16, 478
Forms-based authentication, 7, 79, 503, 544
Forums, for governance team, 131
FrontPage 2003, 695
Fully Qualified Domain Name (FQDN), 445
Functional requirements, 90–91
G
Galleries, for taxonomies, 451
Gantt view, of calendars, 93–94
Gap analysis, 125
GenericWebPart wrapper class, 321
Geopolitical environment, as business driver, 109
Ghosting, 293. See also Branding and customization
Global Assembly Cache (GAC), 280, 327, 336, 504, 506, 554
Global Catalog, 470
Global Navigation, 343, 468–470
Global Sites Directory, 20, 351
Global Stapler, 493
Governance, 113–132
best practices for, 258
conflicts in, 44–49
- in decision making, 47–49
- in information handling, 45–47
- in information location, 44–45
findability and, 426–427
for provisioning sites, 275
in deployment planning, 138, 149
in project management, 107–108
information architecture and, 175
overview of, 113–116
scopes and, 450
team site for, 126–131
- lists for, 129–131
- membership management for, 127
- roles for, 127–128
technology best practices in, 116–121
- business objectives and, 116–118
- financial and performance impacts and, 119
- for excellence and innovation, 120
- for growth, 121
- for long and short term, 119
- for merit and service, 120
- for questions and issues, 120
- for standardization, 121
- taxonomies in, 118–119
- technology-agnostic view for, 121
- workflow and culture and, 116
technology team for, 121–126
upgrading and, 689
Gradual migration method, 676–678, 680, 691–693
Groove workspaces, 452–456, 458
Group Adoption and Identification Job Aid, 38
Group elicitation techniques, 64
Groups, SharePoint, 77
H
Hardware
capacity planning for, 710, 716–717
review of, 149
upgrading and, 685–688
Hardware load balancing (HLB), 315, 656, 710
Help Desk, training of, 63
Hide Custom Action element, 329
Hierarchies, variations and, 365, 368
High availability (HA), designing for. See Availability; Recovery
HIPAA (Health Insurance Portability and Accountability Act), 75, 232, 646
HiSoftware, Inc., 297
History
for reports, 568
for workflows, 267, 269–272
Holds, in records management, 253–254
Hub-based model, for Web parts, 322
Hybrid project management, 101
Hyper-V system, 657
I
Identifiable requirements, 97
IdEnumerator method, for Business Data Catalog, 473
Idioms, 421
iFilters, for unstructured content, 260
IIS (Internet Information Services)
BLOB (binary large object) caching in, 346–347
compression of, 722
default Web site in, 683
logging of, 5
provisioning sites of, 4
timeout settings for, 694
Image element, in OpenSearch Description Documents, 383–384
Image libraries, 248–249, 344, 354–355
Image Upload Web Part, 337
Incident management, 52, 88
Indexing. See Search and indexing
Indexoffset attribute, 382
InfoPath 2007, 7, 238, 254, 256–257
Information architecture, 75, 135, 165–188
arrangement in, 175–176
building blocks of, 178–187
- example of, 181–182
- lower-level data objects in, 180–181
- micro permutations of, 182–186
- overview of, 178–180
- provisioning in, 186–187
- self-service in, 187
context in, 176–177
emergent capability in, 178
forethought in, 166–167
foundations of, 167–175
- collaboration in, 169
- content movement in, 171
- overview of, 167–168
- publishing in, 168–169
- records management in, 169–170
- shared services in, 173–175
- vertical segments in, 172–173
goals of, 165–166
interface and branding in, 177
overview of, 165
SharePoint features mapped to, 209–211
upgrading and, 690
usability and acceptance in, 177–178
Information management policies, 18, 251–252
Information maturity gradations, 423–425
Information overload, 414–417
Information Rights Management (IRM), 225, 242–244
Information Technology Infrastructure Library (ITIL), 52–55, 60
Inheritance, 237, 499–500
Innovation, diffusion of, 27
Innovators, in adoption of change, 28, 37
In-place migration method, 675–676, 680
InputEncoding element, in OpenSearch Description Documents, 385, 387
Integrated authentication, 503
Integration, in deployment, 85, 160
Integrity, 494–500
access control and permissions in, 497–500
Active Directory groups versus, 494–496
Intellectual property, 119
Inter-farm Shared Services, 474–479
Internal Translation Services tools, 372–373
International Council of Systems Engineeering, 64
International Engineering Consortium, 646
Internet Assigned Numbers Authority (IANA), 382, 387
Internet Explorer, 377–379
Internet sites. See also Extranets; also Intranet sites
content-driven, 233–234
description of, 611
scenarios for, 625–627, 635–638
SharePoint Server 2007 for, 17
trusted users and, 612
Web applications and, 613–625
- application pool best practices in, 616–617
- content database best practices in, 617–623
- site collections in, 613–616
- zones in, 623–625
zones and Web application extended to, 75
Intra-farm Shared Services, 474–479
Intranet sites. See also Extranets; also Internet sites
collaborative, 234–235
content access by, 74
description of, 611
scenarios for, 625–630
trusted users and, 612
Web applications and, 613–625
- application pool best practices in, 616–617
- content database best practices in, 617–623
- site collections in, 613–616
- zones in, 623–625
Isolation
application pool for, 616
physical, 634
zone, 631–633
Issues list, of governance team, 130
Item versioning, 8
Item-level security, 242
Item-level storage, 180–181
itemsPerPage element, for search, 389
Iterative project management, 100–101
J
JavaScript, 304, 307
K
Kerberos authentication, 79, 503, 527, 555, 565
Keyword queries, 419–420
Keyword query, 376, 379
Knowledge
base of, 87
tacit and explicit, 457–458, 464
transfer of, 20
KPIs (Key Performance Indicators), 22
for business intelligence, 532, 534, 536–539
in Dashboard Designer, 595–596
in scorecards, 606
strategy maps and, 591
L
Labeling policy, 251–252
Laggards majority, in adoption of change, 29
Language element, in OpenSearch Description Documents, 386
Languages. See Localization
Late majority, in adoption of change, 29
Latency, 478
LDAP (Lightweight Directory Access Protocol), 464, 481
Legacy Web parts, 321–322
Legal requirements, 231
Licensing, 515, 526
Life cycle. See Design life cycle
ListInstances element, 331
Lists
as content level, 667–668
BDC (Business Data Catalog) Web parts, 473
best practices for, 709
contact, 12, 130
enumerating large, 227
for governance team, 129–131
for item-level storage, 180–181
history, 269–272
reusable content, 344, 354–355
SharePoint sites and, 570–571
ListTemplate element, 331
Live Search, 401–406
Load balancing, 315, 376, 653, 655–656, 660, 710
Load tests, in Visual Studio 2008 Team Suite, 726–730
Local Service account, 502
Localization. See also Search and indexing
in project management, 159–160
language sites in, 363–364
of My Sites, 485
translation management in, 371–373
variation process for, 308, 364–373
Location, in document management, 193, 195, 202–205
Locked-down computing environment, 113
Logging, design phase and, 78
Long Tail concept, in findability, 417–418
LongName element, in OpenSearch Description Documents, 381
Lower-level data objects, 180–181
M
Maintenance, 161, 298, 303, 327
Malicious code, 326
Manage Model Item Security option, 566
Managed paths
for intranets and extranets, 614–616
for taxonomies, 442–445
in information architecture, 179, 185–186
relative URL, 472
upgrading and, 689
Manifest file, in solutions, 334–337
Manifext.xml, 511
Market environment, as business driver, 109
Master pages, 357–361
ASP.NET 2.0, 247
best practices for, 361
cascading style sheets in, 358–359
custom, 141, 357–358
default, 357–358
default PerformancePoint, 599
for Publishing sites, 344
in branding and customization, 294–296, 300–301
Management page for, 343
SharePoint Designer 2007 for, 303–304
site definitions and, 307
SPWebPartManager, 319
System Master Page and, 352
themes and, 360–361
Visual Studio 2005 and, 308–309
Master Site Directories, 350–351, 438–441
Matrix, requirements, 98–99
MDX (Multidimensional Expression) queries, 594
Media files, best practices for, 259–260
Medium server farm, 648–649
Meta Man tool, BDC, 474, 543
Microsoft Business Data Catalog Definition Editor, 543
Microsoft Dynamics CRM Analytics Foundation, 520
Microsoft Office Document Image Writer, 562
Microsoft Operations Framework (MOF), 54–55
Microsoft Solutions Framework (MSF), 53–54
Microsoft Virtual PC, 314
Microsoft XPS Document Writer, 562
Migration, 72, 78, 139–140, 231, 259. See also Upgrading
Milestones, design life cycle. See also Project management
build readiness, 83–86
design phase, 67–82
- approval in, 82
- common questions in, 72–80
- contingency factors in, 81–82
- dependencies in, 80–81
- technical requirements in, 71–72
- testing in, 82
functional requirements mapped to, 68–71
operational readiness, 86
performance and capacity requirements in, 81
MIME (Multipurpose Internet Mail Extension), 382–384
Mirroring, database, 651–653
Module element, 329–330
Monitoring Central Web site, 586
Monitoring Server, 603
Mooers' Law, 422
MOSS (Microsoft Office SharePoint Server) 2007, 473, 501
MSF (Microsoft Solutions Framework), 717
Multilingual solutions. See Localization
My Sites
as Shared Service, 470–472
design phase and, 74
designing, 479–481
for social networking, 457–459
Global Navigation for, 468–470
limitations of, 496
migrating to, 78
regional providers of, 484–486
taxonomies and, 447–449
N
Naming conventions, 282–283, 617
NavBar elements, 330
Navigation, 141, 161, 302, 343, 468–470
Network load balancing (NLB), 315, 653, 655
Network Service account, 503
Networking. See also Social networking
capacity planning for, 710
configuring, 81
on private networks, 626–628
Systems and Network Administration for, 87
News Web part, 470
NIST guidelines, 75
No-go decision, 162
Noise words, 118, 430–431
Nonfunctional requirements, 91
Non-publishing pages, 357
NTLM Windows Authentication, 79
O
Object cache, site collections, 346–347
Object model, 298–299, 314
Object-oriented programming (OOP), 473
Objects
BLOB (binary large object) caching for, 346–347
lower-level data, 180–181
orphaned, 693
Office Applications, Published Links to, 466–468
Office data connection (ODC) files, 527, 535–536
Office Document Image Writer, 562
Office platform, upgrading, 681–682
Official File Web Service, 170–171
Official Records Repository, 221–223
One Note, 260
Online analysis processing (OLAP) PivotTable, 528
Open source custom workflows, 279
OpenSearch Description Documents (DDoc)
AdultContent element in, 386
Attribution element in, 385
Contact element in, 383
Description element in, 381
Developer element in, 385
findability and, 396
Image element in, 383–384
in document management, 196–198, 207, 212
InputEncoding element in, 387
Language element in, 386
LongName element in, 381
OpenSearch Description element in, 380
OutputEncoding element in, 387
overview of, 379–380
Query element in, 384–385
RSS and ATOM autodiscovery in, 387
ShortName element in, 381
SyndicationRight element in, 386
Tags element in, 383
URL element in, 381–383
OpenSearch Response elements, 388
Operational readiness, in design life cycle, 86
Optical Character Recognition (OCR) technologies, 226
Organizational Units (OUs), 152, 166, 481
Orphaned objects, 693
Outlook 2007, 13, 234, 270
Out-of-the-box workflows, 265–272
configuration options for, 267–269
history lists for, 269–272
overview of, 266–267
OutputEncoding element, in OpenSearch Description Documents, 385, 387
Oversight processes, 125–126
OWSTimer.exe tool, 280
P
Page and Fragment cache, 294
Page layouts, 16
choosing, 361
in branding and customization, 302–303
in content management, 245–246
publishing, 304–305
Page libraries, 353, 355
Pageoffset attribute, 382
Pain points, 64
Parallel workflows, 266, 268–269
Parallel, subprojects in, 99
People Search, 19
Perfmon.exe tool, 735
Performance, 81, 730–738. See also Capacity planning
best practices for, 119, 734
caching and, 347
counters for, 730–734
customization and, 294
deployment planning and, 158
guidelines for acceptable, 712–714
Perfmon.exe tool for monitoring, 735
Reporting Services and, 568–569
requirements for, 81
System Center Operations Manager 2007 and, 735–738
- best practices for, 738
- overview of, 735–736
- reports on, 738
- - SharePoint Server 2007 monitored by, 737
- Windows SharePoint Services 3.0 monitored by, 736–737
testing, 85
PerformancePoint Server 2007, 578–604
components of, 579–581
Dashboard Designer in. See Dashboards
Excel add-in in, 584–586
for business intelligence, 520, 523
overview of, 553, 578–579
Planning Administration Console (PAC) in, 581–582
Planning Business Modeler (PMB) in, 583–584
scorecards and, 607–608
Permcalc.exe tool, 511
Permissions
at site collection level, 242
attributes for, 507–508
default security, 507
default trust level, 508
Discovery reporting of, 213
document management and, 212, 219–220
extranets and, 633
for Active Directory groups, 152–156, 624–625
for documents library, 353
for My Sites, 472, 479
for report model, 567
for Report Viewer Web part, 562–563
for style library, 354
for user accounts, 152–156
for workflows, 270
granular, 6
group accounts for, 150–151
in Dashboard Designer, 596–598
in integrity, 497–500
in SharePoint deployment, 215
in test environment, 315
on BDC entities, 544
Web part, 511–513
PermissionsSite collections, 499–500
Personalization
branding versus, 290
taxonomies and, 447–449
test environments and, 315
Web parts for, 325–326
Personalization Site Links, 468–469
Personnel environment, as business driver, 109
Phased project management, 99–100
Pilot users, 85
PivotTables and PivotCharts, Excel, 521, 528, 590
Placeholder control, 302
Planning Administration Console (PAC), 581–582
Planning Business Modeler (PMB), 583–584
Planning stage of deployment, 136–161
client hardware and software review in, 149
coexistence strategies in, 141–142
communication strategy in, 146–147
content and navigation structure in, 161
design objectives in, 141
disaster recovery plan in, 159
education strategy in, 147–148
end-user and business requirements in, 139–141
governance plan in, 149
integration in, 160
localization in, 159–160
maintenance in, 161
overview of, 136–137
performance in, 158
project teams and roles in, 137–138
risk analysis in, 143–146
security in, 150–158
server configuration in, 149–150
technical requirements in, 138
test lab for, 142–143
Policy for Web Applications feature, 624–625
Portals, 14–15
content aggregation and, 19
design phase and, 74
intranet sites as, 611
publishing sites and, 347–348
site sprawl and, 186
Post-completion workflow activities, 268
Power dynamics, 32–35
Power law distribution, 420–422
Power users, 47
Precision, findability and, 418–422
Pre-production testing, 30
Prescan.exe tool, 691–692, 701
Presentation of content, 21–22
PRIME API, 366–370
Private networks, 626–628
Problem management, 52, 88
Process change, 26
Process models, in design life cycle, 56–59
ProClarity solution, 520, 590, 606–607
Product List Entities, 539
Profile replication solution, 484
Profiles, 19, 346. See also Users
Project management, 101–109. See also Deployment
business drivers in, 108–109
change control in, 106–107
for upgrading, 677
governance in, 107–108
hybrid, 101
iterative, 100–101
phased, 99–100
phases in, 101–102
project charter in, 95, 102–106
requirement numbers in, 99–101
Proof of concept (PoC), 30, 136
Prototypes, 65, 82–83, 177
Provisioning
information architecture and, 186–187
site collections, 272–273, 275
Web applications, 4–5
Published Links to Office Applications, 466–468
Publishing, 22
branding and, 294, 300–303
Excel workbooks, 528–530
information architecture and, 168–169
infrastructure of, 76
layout pages, 304–305
to Excel Services, 525
workflows, 272–273
Publishing Portal, 14, 244, 272–273, 468–470
Publishing sites, 339–374
access to, 498
content deployment strategy for, 351–357
- authoring in place and, 352–353
- document conversions in, 356–357
- overview of, 351–352
- tools in, 353–356
features for, 341, 345–347
infrastructure of, 340–345
leveraging, 348–351
localization in, 363–373
- language sites in, 363–364
- variations in, 364–373
master and layout pages for, 357–361
- best practices for, 361
- cascading style sheets in, 358–359
- default and custom, 357–358
- themes and, 360–361
overview of, 339–340
portals and, 347–348
search and, 363
Q
Queries, MDX (Multidimensional Expression), 594
Query element, in OpenSearch Description Documents, 384–385
Query language, 435
Query servers, 427–431, 658
Quick launch navigation, 343
R
Radical project management, 100
Rapid project management, 100
Real-time logging, 5
Recall, findability and, 418–422
Receive element, 332
Recently Completed Crawls Web parts, 401
Records Centers, 271, 349, 450, 498
Records management, 22, 75
document management versus, 192
in content management, 249–254
information architecture and, 169–170
recovery and, 645
repositories for, 16
Recovery, 643–671. See also Availability; also Backup and restore
backup and restore strategies for, 661–662
disasters and, 668–670
high availability and, 648–661
- fault tolerance and, 649–650
- of SharePoint Servers, 654–661
- of SQL Server, 650–654
of content, 662–668
- lists and items in, 667–668
- Shared Services Providers in, 664
- site collections in, 665–666
- Web applications in, 662–663
planning for, 644–648
- content determination in, 645
- recovery point objective in, 644
- recovery time objective in, 644
- Service Level Agreements (SLAs) in, 646–648
- stakeholder education in, 645–646
Recovery point objective (RPO), 644, 662, 668
Recovery time objective (RTO), 644, 661, 668
Recruiting and retention, 109
Recycle Bin, 5, 667–668
Refreshing, in SLAs, 110
Regenerate Model option, 567
Regulatory environment, as business driver, 108
Release management, 53
Relevance
engine for, 376
findability and, 418–422
in power dynamics, 33
Reliability, process isolation for, 616
Remote access, zones for, 18
Remote index, 434–435, 437. See also Findability
Report Centers, 37, 532–539
Data Connection Library in, 535–536
KPI list in, 536–539
Reports Library in, 533–535
Report Explorer Web part, 553
Reporting Services, 549–604. See also Business intelligence
authentication in, 564–565
data source configuration in, 563–564
distributed server environments and, 577–578
overview of, 549–552
PerformancePoint Server 2007 for, 578–604
- components of, 579–581
- Dashboard Designer in. See Dashboards
- Excel add-in in, 584–586
- overview of, 578–579
- Planning Administration Console (PAC) in, 581–582
- Planning Business Modeler (PMB) in, 583–584
- Planning Server operational and business reports in, 583
report file configuration in, 567–569
report model configuration in, 565–567
security for, 569–570
SharePoint integration with, 552–563
- content types in, 558–560
- PerformancePoint Server 2007 for, 553
- SQL Server 2005 native mode for, 553–554
- SQL Server SharePoint Integrated mode for, 552–558
- Web parts for, 560–563
SharePoint sites and, 570–577
- Report Builder for authoring and, 575–576
- reporting against lists and, 570–571
- versioning and, 577
- Visual Studio 2005 for authoring and, 571–575
upgrading and, 682
Requirements, 89–112
business, 90, 125, 139–141, 265–266, 427
characteristics of, 96–98
constraints or nonfunctional, 91
contextual, 65
for problem solving, 101–109
- business drivers in, 108–109
- change control in, 106–107
- governance in, 107–108
- project charter in, 102–106
- project management phases for, 101–102
for service level agreements, 109–112
functional, 84, 90–91
gap between business and technical, 94–96
gathering of, 63–67
legal, 231
per project, 99–101
performance and capacity, 81
Service Level (SLRs), 53
technical, 71–72, 91–94, 138
technology-agnostic, 89, 92, 96, 121, 134
testing, 91
traceability of, 98–99
Resistance to change, 144–146
Response time, in SLAs, 110
Restraining forces, in change, 145–146
Retention
Enterprise Content Management policies for, 16
in document management, 194–195, 224–225
in service level agreements, 110
recruiting and, 109
Retrieval systems. See Document management; Findability; Search and indexing
Reusable content, 248–249, 344, 354–355
Rights Management Services (RMS), 242–244
Risks, 81–82, 143–146
Roadmap, technology, 125
Root Web site, 9
RootFiles element, 336
Routing, 81, 253
RSS (Really Simple Syndication), 12, 19, 21, 349, 387
RSWebparts.cab, 554, 560, 569, 604
S
Sarbanes-Oxley Act of 2002, 249, 257, 646
Scalability
in branding, 303
in search, 376
of index and query servers, 427–431
Scope creep, 98
Scopes
for remote content sources, 437
for taxonomies, 450
search, 463, 559
Scorecards, for business intelligence
Business Scorecard Manager (BSM) for, 606–607
Excel Services Scorecard for, 607
KPI lists for, 606
PerformancePoint monitoring for, 607–608
Screened subnet, 612, 629–630. See also Extranets; also Intranet sites
Search and indexing, 375–409. See also Findability
Advanced Search Web parts for, 208–210
as Shared Service, 463–464
availability of, 657
content aggregation for, 20
designing, 70
in geographically dispersed environments, 487
itemsPerPage element for, 389
need for, 76
of publishing sites, 363
on Reporting Services content types, 559
OpenSearch Description Documents for, 379–387
- AdultContent element in, 386
- Attribution element in, 385
- Contact element in, 383
- Description element in, 381
- Developer element in, 385
- Image element in, 383–384
- InputEncoding element in, 387
- Language element in, 386
- LongName element in, 381
- OpenSearch Description element in, 380
- OutputEncoding element in, 387
- overview of, 379–389
- Query element in, 384–385
- RSS and ATOM autodiscovery in, 387
- ShortName element in, 381
- SyndicationRight element in, 386
- Tags element in, 383
- URL element in, 381–383
OpenSearch Response elements for, 388
overview of, 13, 19
query server and, 658
requirements modeling for, 65
Search Server 2008 for
- administration of, 396–401
- best practices for, 406–409
- features of, 375–379
- Live Search integration with, 401–406
Search Server 2008 installation for, 389–401
- conducting, 391–396
- overview of, 389
- preparing for, 390
server farm topology and, 636
startIndex element for, 389
totalResults elements for, 388
unstructured content, 260
upgrading and, 700
Secure Sockets Layer (SSL), 624
Security, 489–513
Central Administration placement and, 660
Code Access Security (CAS) for, 504–513
- assembly signing in, 504–506
- business intelligence and, 554
- design life cycle and, 77
- of solutions, 334, 336
- safe controls in, 506–507
- trust levels for, 507–511
- Web parts and, 327, 511–513
confidentiality in, 490–493
controls for, 79
customization and, 294
Dashboard Designer and, 596–598
default Web application policies in, 500–503
deployment planning and, 150–158
end users as agents of, 43–44
for Business Data Catalog (BDC), 543–544
for extranets, 612, 631–634
for intranets, 626–630
for publishing tools, 355
for Reporting Services, 564, 569–570
for workflows, 285–286
in document management, 194–195, 212–215
in service level agreements, 110
in Windows SharePoint Services 3.0, 6–7
integrity in, 494–500
- access control and permissions in, 497–500
- Active Directory groups versus, 494–496
Internet and, 75, 635–638
item-level, 242
Manage Model Item Security option for, 566
process isolation for, 616
remote index and, 435
search and, 363
site collection creation and, 445
usability versus, 626
Self Service Site Management, 147
Self-Service Site Creation (SSSC)
for publishing sites, 351
information architecture and, 167, 187
site collection organization and, 440
social networking and, 458
Semi-trusted users, 612, 631
Sequence, subprojects in, 99–100
Serial workflows, 266, 268–269
Servers. See also File servers; also SharePoint Server 2007, overview of; also SQL Server
administrators of, 47
availability of, 650–661
clustering of, 650–651
control of, 318
database, 315
decommissioning, 697
deployment planning and, 149–150
distributed environments for, 577–578
farm topology for
- dedicated, 637–638
- design life cycle and, 78–79
- medium server, 648–649
- overview of, 9
- shared, 635–636
- split, 628–629, 634
in capacity planning, 710
index, 427–431, 657
Monitoring, 603
query, 427–431, 658
Software Update, 391
Web front-end (WFE), 315, 343, 363, 392, 560, 577–578, 650
Service level agreements (SLAs), 53
capacity planning and, 714
content database size and, 72
in recovery planning, 646–648
Recycle Bin and, 667
requirements of, 109–112
versioning and, 668
Service support, 52
Set Variable command, 333
Shared farm topology, 635–636
Shared Services, 461–488
application pool for, 616
audiences as, 470
Business Data Catalog as, 473–474
content databases migration method for, 700–701
designing, 479–484
Excel Services as, 473
geographically dispersed deployments of, 484–487
in test environment, 315
information architecture and, 173–175
intra-farm versus inter-farm, 474–479
My Sites as, 470–472
overview of, 461–462
Personalization Site Links as, 468–469
Published Links to Office Applications as, 466–468
search as, 463–464
upgrading and, 689, 697–701
user profiles as, 464–466
Shared Services Provider Administration Web Application, 74
Shared Services Providers (SSP)
backup and restore of, 657
design life cycle and, 77, 80
in extranet, 484
in information architecture, 173
overview of, 13–14
recovery of, 664
Search Server 2008 interface and, 396
server configuration in, 149
Web applications and, 476
SharePoint Capacity Modeling tool, 710
SharePoint Designer 2007, 76
code-free custom workflows and, 265–266, 269–270
for branding and customization, 296, 303–306
for layout pages, 357
for master pages, 300–301, 357
search interface and, 376
upgrading customizations and, 695
Visual Studio with, 303, 309
workflows created in, 277–279
SharePoint Files Wizard, 452
SharePoint Object Model, 10, 314
SharePoint Products and Technologies Configuration Wizard, 654, 691
SharePoint Server 2007 Software Development Kit (SDK), 171
SharePoint Server 2007, overview of, 3–22
benefits of, 17–22
- collaboration as, 18–19
- content aggregation as, 19–20
- content organization as, 20–21
- content presentation as, 21–22
- content publishing as, 22
Enterprise Edition of, 3, 16–17
for Internet sites, 17
Standard Edition of, 3, 13–16
Windows SharePoint Services 3.0 and, 4–13
- application programming Interfaces of, 10–11
- backup and restore in, 5
- collaboration in, 11–12
- delegation of administration in, 4
- security in, 6–7
- server farm topology in, 9
- site model of, 9–10
- storage in, 7–8
- Web application provisioning in, 4–5
- wikis in, 12–13
ShortName element, in OpenSearch Description Documents, 381
Simulations, 721
Single Sign-On (SSO) service, 7, 527
Site actions, in publishing feature, 345
Site and System master page, 300
Site collections, 77. See also Content databases
administrators for, 495–496, 499
at URL namespace, 443
auditing of, 15
caching, 346
capacity planning and, 709
documents library for, 344
in content deployment, 351–352
in information architecture, 179, 185–186
in Web applications, 613–616
lists and items in, 667–668
moving, 620–623
provisioning, 272–273, 275
Publishing Portal and, 272
recovery of, 665–666
reusable content list and, 354
security of, 212–213
Self-Service Site Creation (SSSC) and, 440
upgrading and, 689, 702
variations and, 366
workflows integrated with, 264
Site columns
for item-level storage, 180
overview of, 7–8
unstructured content managed by, 232, 236–238
Site Content and Structure tool, 369, 372
Site definitions, 306–308, 364
Site Directories. See Master Site Directories
Site Master Page, 358, 361
Site model, 9–10
Site sprawl, 186
Site templates, 305–306, 308
SiteDefinitionsManifests element, 335–336
Small and medium sized business (SMB), 232
SMS (Systems Management Services), 199
Social networking
findability and, 425–426
Groove workspace for, 452–456
Membership Web part for, 459
My Sites and user profiles for, 457–459
wikis and blogs for, 456–457
Social system, for change diffusion, 28
Software
capacity planning and, 708–709, 711–715
review of, 149
Software Update Server (SUS) for, 391
Solution Explorer, 327
Solutions, 332–337
Cabinet Directive File in, 333–334
description of, 312
manifest file in, 334–337
Visual Studio 2005 and, 309
Source-based routing, 81
Specific requirements, 96
Specifications. See Requirements
SpecificFinder method, for Business Data Catalog, 473
Spiral process model, 57–58
Spiral project management, 100
Split farm topology, 628–629, 634
Spreadsheets, 590. See also Excel Services
SPSiteBuilder program, 317
SPWebPartManager master page, 319
SQL Analytics, 37
SQL Reporting Services, 80
SQL Server
as dependency, 67
availability of, 650–654
best practices for, 716
bottlenecks and, 80
content databases recovered by, 669–670
transaction logs in, 694
upgrading, 681–682
Web applications restored by, 662–663
SQL Server 2005 Analysis Services (SSAS), 517, 521, 527, 532, 537, 582
SQL Server 2005 Integration Services (SSIS), 520
SQL Server 2005 native mode, 553–554, 570
SQL Server Management Studio Object Explorer, 570
SQL Server Service Pack 2, 550–552
SQL Server SharePoint Integrated mode, 551–558, 570
SQLPersonalizationProvider class, 321
SSL (Secure Sockets Layer), 445
Stability, in SLAs, 110
Stakeholders
content database size and, 72
design life cycle and, 60–61
in approval process, 82–83
recovery planning and, 645–646
requirements and, 93, 95
technical governance and, 108
upgrading and, 690
Standardization, best practices for, 121
Standards. See also OpenSearch Description Documents (DDoc)
as governance templates, 126
best practices versus, 107
US Department of Defense (DOD) 5015.2, 170, 228
startIndex element, 384–385, 389
Storage
best practices for, 259–260
design phase and, 80
in Windows SharePoint Services 3.0, 7–8
item-level, 180–181
management of, 87
of customization changes, 292–293
Strategy maps, 591, 593–594
Stress testing, 722
Strong name signing, 504–505
Structural change, 26
Stsadm.exe command-line tool, 316, 554, 619–621, 652, 666, 693
Style library, 344
Subprojects, 99–100
Subscriptions, Reporting Services and, 556–558
Subsites, in information architecture, 179
Subsystems Web part, 397
Summary Links Web part, 446
Synchronization, 59, 524–526
SyndicationRight element, in OpenSearch Description Documents, 386
System Center Capacity Planner 2007, 717–722
System Center Operations Manager 2007 (SCOM)
best practices for, 738
counters monitored by, 734
overview of, 735–736
reports from, 738
SharePoint Server 2007 monitored by, 737
Windows SharePoint Services 3.0 monitored by, 736–737
System Master Page, 358, 360–361
System of systems (SoS), 67, 650
System Status Web part, 400
Systems and Network Administration, 87
Systems monitoring, 87
T
Tacit knowledge, 20, 457–458, 464
Tagging systems. See Taxonomies
Tags element, in OpenSearch Description Documents, 383
Task lists, 129, 267
Taxonomies, 37, 438–451
as best practice, 113, 118–119
audiences and, 449–450
content types and DIP for, 446
for findability, 425–426
galleries for, 451
high level, 116–118
My Sites and personalization for, 447–449
of Master Site Directories, 350, 438–441
Records Centers for, 450
scopes for, 450
standards in, 126
Summary Links Web part for, 446
URL and managed paths for, 442–445
Technical requirements, 91–96, 138
Technology environment, as business driver, 109
Technology-agnostic requirements, 89, 92, 96, 121, 134
TemplateFiles element, 336
Templates, 305–306, 308, 381
Testing
environments for, 314–318
in design life cycle, 82
information architecture and, 175
lab for, 142–143
load, 726–730
of build-out production system, 84–85
of disaster recovery plan, 86
pre-production, 30
requirements, 91
stress, 722–724
Web, 725–726
Themes
in branding, 297–298
master pages and, 360–361
Thesaurus, 421, 430–431
Timeout settings, 569, 694
Tool zone, Web parts
Top-level sites (TLS), 9, 273, 438, 440, 613. See also Site collections
totalResults elements, for search, 388
Traceability, of requirements, 97–99
Training, in design life cycle, 61–63
Transaction log shipping, 654
Transaction logs, upgrading and, 694
Transferable requirements, 96
Translation. See Localization
Trend analysis charts, 591
Triggers, 404–405
Troubleshooting, 346, 352, 370–371
Trusted Account authentication, 555
Trusted Data Connection Libraries, 535, 587
Trusted My Site Host Location, 485
Trusted users, 612
Turn-key solutions, 97
U
Unghosted files, 293. See also Branding and customization
Unified dimensional model (UDM), for business entities, 517
Unique requirements, 96
Universal Data Connection (UDC) files, 535–536
Unused Site Deletion functionality, 235
Update Target Page Web part, 367
Upgrading, 673–705
Active Directory forests and, 702–703
customizations, 695–697
migration methods for, 675–681
- combining, 701–702
- content database, 678–679, 681
- gradual, 676–678, 680
- in-place, 675–676, 680
- selection criteria for, 703–705
- user copy, 679–681
Shared Services, 697–701
SharePoint tasks before, 682–695
- backup checks in, 692
- broken links planning in, 694
- communication planning in, 690–691
- default Web site and, 683
- disk space checks in, 692–693
- feature updates and, 683–685
- hardware choices in, 685–688
- orphaned objects in, 693
- Prescan.exe and, 691–692
- reviews in, 685
- SQL transaction logs in, 694
- timeout settings in, 694
- URL topology in, 689–690
SQL and Office platform upgrades in, 681–682
tasks after, 697
URL (Uniform Resource Locator), 4
relative path for, 472
taxonomies and, 442–445
upgrading and topology of, 689–690
URL element, in OpenSearch Description Documents, 381–383
US Department of Defense (DOD) 5015.2 standards, 170, 228
Usability, 177–178, 436, 626
User copy migration method, 679–681, 686, 690, 694, 697
User experience honeycomb, 418
Users
anonymous, 718
as stakeholders, 60
authentication of, 503–504
capacity planning and, 709
deployment planning and, 139–141
findability and, 422–425
interface for, 177
pilot, 85
profiles for
- for social networking, 457–459
- shared Service, 464–466
- upgrading and, 701
service level agreements and, 110
test environment accounts of, 315
training of, 62–63
trusted and semi-trusted, 612, 631
Web parts controls for, 324
V
Variations, in localization, 308, 364–373
as planning issue, 365
best practices for, 370–371
PRIME API for, 366–370
translation management tools for, 371–373
Verifiable requirements, 96
VeriSign certificate authority, 504
Versioning
best practices for, 213
content protection and, 668
in document management, 240–242
pruning options for, 76, 203
publishing containers and, 356
Reporting Services and, 577
Virtual private networks (VPNs), 626–628
Virtualization, 314, 637, 657
Visibility, in power dynamics, 33
Visio 2007, 260, 591, 594
Visual Basic for Application Macros, 531
Visual Studio 2005, 10
for branding and customization, 291, 306–310 for master and layout pages, 357 Reporting Services and, 549, 560, 562, 567, 570–575 resource location replication in, 327 search interface and, 376 upgrading customizations and, 695 workflows and, 265–266, 278–279
Visual Studio 2008 Team Suite
availability and, 710
load tests in, 726–730
overview of, 722–724
Web tests in, 725–726
Visual Studio Team Services, 139, 200
W
Waterfall process model, 56–57
Web applications
application pool best practices in, 616–617
availability of, 655–656
content database best practices in, 617–623
design phase and, 74
in information architecture, 179, 185–186
Internet and, 75
policies for, 6–7, 480, 500–503
provisioning of, 4–5
recovery of, 662–663
security policies for, 498
Shared Services Providers and, 476
site collections in, 613–616
trust levels for, 509
zones in, 623–625
Web Content Deployment, 22, 317
Web content management, 233, 244–249, 312
Web front-end (WFE) servers, 315, 343, 363, 392, 560, 577–578, 650
Web parts, 318–328
Active Crawls, 400
Advanced Search, 208–210
ASP.NET, 321–322
BDC (Business Data Catalog), 473, 539–541
best practices for, 696
capacity planning and, 709–710
Categories, 438
Code Access Security (CAS) and, 511–513
connections of, 322–324
customization and personalization with, 325–326
Dashboard Designer and, 588–589
Data Form, 226
description of, 311, 320–321
Excel Web Access, 529–531
execution environments of, 327
for KPIs, 538–539
Image Upload, 337
in branding and customization, 299
information, 349
infrastructure of, 318
News, 470
permissions attributes for, 508
Recently Completed Crawls, 401
Report Explorer, 553
Report Viewer, 552–553, 561–563
Reporting Services, 560–563, 569
resource locations for, 327–328
sample of, 337
Subsystems, 397
Summary Links, 446
System Status, 400
to organize content, 21
to present content, 21
tool zone for
Update Target Page, 367
user controls for, 324
verbs of, 324–325
Web Part Manager for, 319
Web Part Zone for, 320
Web Services, 11
Web sites
Dashboard Designer and, 591
default, 683
end users as creators of, 39–41
Monitoring Central, 586
PerformancePoint Server 2007 and, 604
timeout settings for, 694
Web tests, in Visual Studio 2008 Team Suite, 725–726
WebDav, 270
Wikis, 12–13
benefits of, 18
for requirements gathering, 65
for social networking, 456–457
tacit knowledge capture by, 20
Wildcard managed paths, 444, 614–615
Windows Authentication, 79, 555, 565
Windows Server 2008 Hyper-V, 314
Windows SharePoint Services 3.0, 4–13
application programming Interfaces of, 10–11
backup and restore in, 5
collaboration in, 11–12
delegation of administration in, 4
orphaned objects and, 693
Outlook 2007 synchronization with, 13
security in, 6–7
server farm topology in, 9
site model of, 9–10
storage in, 7–8
System Center Operations Manager 2007 and, 736–737
Web application provisioning in, 4–5
wikis in, 12–13
Windows SharePoint Services Solution Package, 309
Windows Workflow Foundation, 249
Workflow element, 331
Workflows, 263–287
approval, 249
best practices for, 116
candidates for, 264–266
client applications and, 283–285
code-free custom, 276–277
custom, 277–280
deployment of, 273–275, 280–283
for Publishing sites, 345
in document management, 194–195, 200, 216–217
organization-wide, 77
out-of-the-box, 266–272
- configuration options for, 267–269
- history lists for, 269–272
- overview of, 266–267
PerformancePoint Server 2007 and, 604
publishing, 272–273
security for, 285–286
SharePoint changes in, 27
unstructured content managed by, 232
user training on, 63
Workspaces
Dashboard Designer, 602–604
Groove, 452–456
WSP (SharePoint Solution), 506–507
X
XML Web Services, 10
XPS Document Writer, 562
Z
Zones
extended, 75
for remote access, 18
in information architecture, 179
in Web applications, 623–625
isolation with, 631–633
My Sites mapped to, 480
policies applied to, 150
Web part, 320
© Microsoft. All Rights Reserved.