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Planning worksheets for Office SharePoint Server 2007

Updated: February 26, 2009

Applies To: Office SharePoint Server 2007

Updated: 2009-02-26

In this article:

This article provides links to worksheets that you can use to record information that you gather and decisions that you make as you plan your deployment of Microsoft Office SharePoint Server 2007. Use these worksheets in conjunction with — not as a substitute for — Planning and architecture for Office SharePoint Server 2007.

Planning worksheets by task

For this task Use this worksheet To do this

Plan overall design

Determine sites worksheet (http://go.microsoft.com/fwlink/?LinkID=73282&clcid=0x409)

Identify top-level sites needed for the solution and the features to investigate for each site.

Plan Web site structure and publishing (Office SharePoint Server)

Article pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73316&clcid=0x409)

Plan fields for content pages.

Layout pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73317&clcid=0x409)

Plan layout pages for Web pages.

Master pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73318&clcid=0x409)

Plan master pages for site collections.

Site paths worksheet (http://go.microsoft.com/fwlink/?LinkId=73148&clcid=0x409)

Record managed paths that need to be created for hosting collaboration sites.

Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409)

Record a plan for creating sites.

Welcome pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73320&clcid=0x409)

Plan fields for welcome pages.

Plan for personalized content and sites

People, profiles, and policies worksheet (http://go.microsoft.com/fwlink/?LinkID=73268&clcid=0x409)

Plan connections, sources, people features, and audiences.

Search properties worksheet (http://go.microsoft.com/fwlink/?LinkID=73272&clcid=0x409)

Plan properties for search, mapping crawled properties to managed properties.

Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409)

Record a plan for creating sites.

Plan InfoPath Forms Services

Data connections for form templates worksheet (http://go.microsoft.com/fwlink/?LinkId=73321&clcid=0x409)

Plan InfoPath Forms Services data connections.

Deploy administrator-approved form templates worksheet (http://go.microsoft.com/fwlink/?LinkId=73322&clcid=0x409)

Record information to plan administrator-approved form templates.

Plan for business intelligence

Authentication methods worksheet (http://go.microsoft.com/fwlink/?LinkID=73278&clcid=0x409)

Plan and record authentication methods to be allowed in your environment.

Business data worksheet (http://go.microsoft.com/fwlink/?LinkID=73271&clcid=0x409)

Plan for information architecture based on the taxonomy of key concepts and business processes.

Crawl and query search features worksheet (http://go.microsoft.com/fwlink/?LinkID=73276&clcid=0x409)

Plan and record crawl and search settings.

Custom permission levels and groups worksheet (http://go.microsoft.com/fwlink/?LinkID=73134&clcid=0x409)

Record custom permission levels and groups that need to be created.

Estimate data capacity requirements worksheet (http://go.microsoft.com/fwlink/?LinkID=73274&clcid=0x409)

Record information to help capacity planning.

External data connections worksheet (http://go.microsoft.com/fwlink/?LinkId=73323&clcid=0x409)

Plan for Excel Services by recording the names of .odc files and the locations of corresponding external data sources.

Information architecture worksheet (http://go.microsoft.com/fwlink/?LinkID=73273&clcid=0x409)

Plan information architecture based on the taxonomy of key concepts and business processes.

Search properties worksheet (http://go.microsoft.com/fwlink/?LinkID=73272&clcid=0x409)

Plan properties for search, mapping crawled properties to managed properties.

Site and content security worksheet (http://go.microsoft.com/fwlink/?LinkId=73135&clcid=0x409)

Record inherited and unique permissions, and record which groups need what level of access.

Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409)

Record a plan for creating sites.

Site hierarchy planning tool (http://go.microsoft.com/fwlink/?LinkId=73143&clcid=0x409)

Create a site hierarchy diagram in Microsoft Office Visio.

Trusted data connection libraries worksheet (http://go.microsoft.com/fwlink/?LinkId=73324&clcid=0x409)

Record the names of trusted data connection libraries.

Trusted data providers worksheet (http://go.microsoft.com/fwlink/?LinkId=73325&clcid=0x409)

Record the names of trusted data providers.

Trusted file locations worksheet (http://go.microsoft.com/fwlink/?LinkId=73327&clcid=0x409)

Record the names of trusted SharePoint sites, Universal Naming Convention paths, and Web sites.

Plan search (Office SharePoint Server)

Search team worksheet (http://go.microsoft.com/fwlink/?LinkID=73621&clcid=0x409)

Determine and record which team members will be involved in planning and implementing your search solution.

Plan to crawl content worksheet (http://go.microsoft.com/fwlink/?LinkId=73748&clcid=0x409)

For each content source, determine what and when to crawl.

Plan communication (Office SharePoint Server)

Plan document management

Analyze document usage worksheet (http://go.microsoft.com/fwlink/?LinkID=73284&clcid=0x409)

Record information gathered when analyzing document usage.

Content type worksheet (http://go.microsoft.com/fwlink/?LinkID=73288&clcid=0x409)

Plan a content type.

Document libraries worksheet (http://go.microsoft.com/fwlink/?LinkID=73306&clcid=0x409)

Plan libraries based on sites and on document types.

Document management stakeholders and participants worksheet (http://go.microsoft.com/fwlink/?LinkID=73285&clcid=0x409)

Identify document management planning stakeholders and record document management practices.

Policy worksheet (http://go.microsoft.com/fwlink/?LinkID=73307&clcid=0x409)

Plan information management policies for content types.

Plan records management

Document library for retaining records worksheet (http://go.microsoft.com/fwlink/?LinkID=73298&clcid=0x409)

Plan a document library for retaining records.

Record categories worksheet (http://go.microsoft.com/fwlink/?LinkID=73300&clcid=0x409)

Plan record categories.

Records management stakeholders and participants worksheet (http://go.microsoft.com/fwlink/?LinkId=73330&clcid=0x409)

Identify records management planning stakeholders and analyze records management practices.

Records routing table worksheet (http://go.microsoft.com/fwlink/?LinkID=73303&clcid=0x409)

Design the records routing table.

Plan site and content security (Office SharePoint Server)

Administrators and owners worksheet (http://go.microsoft.com/fwlink/?LinkId=73126&clcid=0x409)

Record owners for each site collection and site.

Custom permission levels and groups worksheet (http://go.microsoft.com/fwlink/?LinkID=73134&clcid=0x409)

Record custom permission levels and groups that need to be created.

Site and content security worksheet (http://go.microsoft.com/fwlink/?LinkId=73135&clcid=0x409)

Record inherited and unique permissions, and record which groups need what level of access.

Plan for site creation and maintenance (Office SharePoint Server)

Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409)

Record a plan for creating sites.

Site maintenance worksheet (http://go.microsoft.com/fwlink/?LinkId=73146&clcid=0x409)

Record the plan for maintaining sites, including quota values and automatic deletion choices.

Book Excerpt: Design server farms and topologies (Office SharePoint Server)

Availability plan worksheet (http://go.microsoft.com/fwlink/?LinkId=73333&clcid=0x409)

Identify redundancy requirements and plan availability options for server roles.

Design logical architecture

Authentication methods worksheet (http://go.microsoft.com/fwlink/?LinkID=73278&clcid=0x409)

Plan and record authentication methods to be allowed in your environment.

Web application authentication settings worksheet (http://go.microsoft.com/fwlink/?LinkId=73334&clcid=0x409)

Plan authentication settings for individual Web applications.

Plan for and design security (Office SharePoint Server)

Single sign-on enterprise application definition worksheet (http://go.microsoft.com/fwlink/?LinkId=73335&clcid=0x409)

Plan settings for individual enterprise application definitions (used with single sign-on).

Single sign-on server farm settings worksheet (http://go.microsoft.com/fwlink/?LinkId=73336&clcid=0x409)

Plan farm-level single sign-on settings.

Plan for performance and capacity (Office SharePoint Server)

Estimate data capacity requirements worksheet (http://go.microsoft.com/fwlink/?LinkID=73274&clcid=0x409)

Record information to help capacity planning.

Estimate peak throughput worksheet (http://go.microsoft.com/fwlink/?LinkId=73337&clcid=0x409)

Record each type of site access to determine peak throughput required.

Plan for and design database storage and management

Estimate data capacity requirements worksheet (http://go.microsoft.com/fwlink/?LinkID=73274&clcid=0x409)

Record information to help capacity planning.

Planning worksheets by title

Use this worksheet For this task To do this

Administrators and owners worksheet (http://go.microsoft.com/fwlink/?LinkId=73126&clcid=0x409)

Plan site and content security (Office SharePoint Server)

Record owners for each site collection and site.

Analyze document usage worksheet (http://go.microsoft.com/fwlink/?LinkID=73284&clcid=0x409)

Plan document management

Record information gathered when analyzing document usage.

Article pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73316&clcid=0x409)

Plan Web site structure and publishing (Office SharePoint Server)

Plan fields for content pages.

Authentication methods worksheet (http://go.microsoft.com/fwlink/?LinkID=73278&clcid=0x409)

Plan for business intelligence

Design logical architecture

Plan and record authentication methods to be allowed in your environment.

Availability plan worksheet (http://go.microsoft.com/fwlink/?LinkId=73333&clcid=0x409)

Book Excerpt: Design server farms and topologies (Office SharePoint Server)

Identify redundancy requirements and plan availability options for server roles.

Business data worksheet (http://go.microsoft.com/fwlink/?LinkID=73271&clcid=0x409)

Plan for business intelligence

Plan for information architecture based on the taxonomy of key concepts and business processes.

Content type worksheet (http://go.microsoft.com/fwlink/?LinkID=73288&clcid=0x409)

Plan document management

Plan a content type.

Crawl and query search features worksheet (http://go.microsoft.com/fwlink/?LinkID=73276&clcid=0x409)

Plan for business intelligence

Plan search (Office SharePoint Server)

Plan and record crawl and search settings.

Custom permission levels and groups worksheet (http://go.microsoft.com/fwlink/?LinkID=73134&clcid=0x409)

Plan for business intelligence

Plan site and content security (Office SharePoint Server)

Record custom permission levels and groups that need to be created.

Data connections for form templates worksheet (http://go.microsoft.com/fwlink/?LinkId=73321&clcid=0x409)

Plan InfoPath Forms Services

Plan InfoPath Forms Services data connections.

Deploy administrator-approved form templates worksheet (http://go.microsoft.com/fwlink/?LinkId=73322&clcid=0x409)

Plan InfoPath Forms Services

Record information to plan administrator-approved form templates.

Determine sites worksheet (http://go.microsoft.com/fwlink/?LinkID=73282&clcid=0x409)

Plan overall design

Identify top-level sites needed for the solution and the features to investigate for each site.

Document libraries worksheet (http://go.microsoft.com/fwlink/?LinkID=73306&clcid=0x409)

Plan document management

Plan libraries based on sites and on document types.

Document library for retaining records worksheet (http://go.microsoft.com/fwlink/?LinkID=73298&clcid=0x409)

Plan records management

Plan a document library for retaining records.

Document management stakeholders and participants worksheet (http://go.microsoft.com/fwlink/?LinkID=73285&clcid=0x409)

Plan document management

Identify document management planning stakeholders and record document management practices.

Estimate data capacity requirements worksheet (http://go.microsoft.com/fwlink/?LinkID=73274&clcid=0x409)

Plan for business intelligence

Plan for performance and capacity (Office SharePoint Server)

Plan for and design database storage and management

Record information to help capacity planning.

Estimate peak throughput worksheet (http://go.microsoft.com/fwlink/?LinkId=73337&clcid=0x409)

Plan for performance and capacity (Office SharePoint Server)

Record each type of site access to determine peak throughput required.

External data connections worksheet (http://go.microsoft.com/fwlink/?LinkId=73323&clcid=0x409)

Plan for business intelligence

Plan for Excel Services by recording the names of .odc files and the locations of corresponding external data sources.

Information architecture worksheet (http://go.microsoft.com/fwlink/?LinkID=73273&clcid=0x409)

Plan for business intelligence

Plan information architecture based on the taxonomy of key concepts and business processes.

Layout pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73317&clcid=0x409)

Plan Web site structure and publishing (Office SharePoint Server)

Plan layout pages for Web pages.

Master pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73318&clcid=0x409)

Plan Web site structure and publishing (Office SharePoint Server)

Plan master pages for site collections.

People, profiles, and policies worksheet (http://go.microsoft.com/fwlink/?LinkID=73268&clcid=0x409)

Plan for personalized content and sites

Plan connections, sources, people features, and audiences.

Policy worksheet (http://go.microsoft.com/fwlink/?LinkID=73307&clcid=0x409)

Plan document management

Plan information management policies for content types.

Record categories worksheet (http://go.microsoft.com/fwlink/?LinkID=73300&clcid=0x409)

Plan records management

Plan record categories.

Records management stakeholders and participants worksheet (http http://go.microsoft.com/fwlink/?LinkId=73330&clcid=0x409)

Plan records management

Identify records management planning stakeholders and analyze records management practices.

Records routing table worksheet (http://go.microsoft.com/fwlink/?LinkID=73303&clcid=0x409)

Plan records management

Design the records routing table.

Search properties worksheet (http://go.microsoft.com/fwlink/?LinkID=73272&clcid=0x409)

Plan for personalized content and sites

Plan for business intelligence

Plan search (Office SharePoint Server)

Plan properties for search, mapping crawled properties to managed properties.

Single sign-on enterprise application definition worksheet (http://go.microsoft.com/fwlink/?LinkId=73335&clcid=0x409)

Plan for and design security (Office SharePoint Server)

Plan settings for individual enterprise application definitions (used with single sign-on).

Single sign-on server farm settings worksheet (http://go.microsoft.com/fwlink/?LinkId=73336&clcid=0x409)

Plan for and design security (Office SharePoint Server)

Plan farm-level single sign-on settings.

Site and content security worksheet (http://go.microsoft.com/fwlink/?LinkId=73135&clcid=0x409)

Plan for business intelligence

Plan site and content security (Office SharePoint Server)

Record inherited and unique permissions; record which groups need what level of access.

Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409)

Plan for personalized content and sites

Plan for business intelligence

Plan for site creation and maintenance (Office SharePoint Server)

Plan Web site structure and publishing (Office SharePoint Server)

Record a plan for creating sites.

Site hierarchy planning tool (http://go.microsoft.com/fwlink/?LinkId=73143&clcid=0x409)

Plan for business intelligence

Create a site hierarchy diagram in Microsoft Office Visio.

Site maintenance worksheet (http://go.microsoft.com/fwlink/?LinkId=73146&clcid=0x409)

Plan for site creation and maintenance (Office SharePoint Server)

Record the plan for maintaining sites, including quota values and automatic deletion choices.

Site paths worksheet (http://go.microsoft.com/fwlink/?LinkId=73148&clcid=0x409)

Plan Web site structure and publishing (Office SharePoint Server)

Record managed paths that need to be created for hosting collaboration sites.

Trusted data connection libraries worksheet (http://go.microsoft.com/fwlink/?LinkId=73324&clcid=0x409)

Plan for business intelligence

Record the names of trusted data connection libraries.

Trusted data providers worksheet (http://go.microsoft.com/fwlink/?LinkId=73325&clcid=0x409)

Plan for business intelligence

Record the names of trusted data providers.

Trusted file locations worksheet (http://go.microsoft.com/fwlink/?LinkId=73327&clcid=0x409)

Plan for business intelligence

Record the names of trusted SharePoint sites, Universal Naming Convention paths, and Web sites.

Web application authentication settings worksheet (http://go.microsoft.com/fwlink/?LinkId=73334&clcid=0x409)

Design logical architecture

Plan authentication settings for individual Web applications.

Welcome pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73320&clcid=0x409)

Plan Web site structure and publishing (Office SharePoint Server)

Plan fields for welcome pages.

Download this book

This topic is included in the following downloadable book for easier reading and printing:

See the full list of available books at Downloadable content for Office SharePoint Server 2007.

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