Microsoft SharePoint Products and Technologies
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Published: June 9, 2004
Contents
Acknowledgments
Introduction
Part I Introduction to SharePoint Products and Technologies
1) Introduction to Microsoft SharePoint Products and Technologies
Comparison of Features in Windows SharePoint Services and SharePoint Portal Server 2003
Main Design Goals for SharePoint Products and Technologies
Consistent Experience for Users, Developers, and IT Professionals
Consistency and Integration with the .NET Framework
Integrated Storage Strategy
Trustworthy Computing Initiative: Security and Reliability
Architecture and Design Decisions
Integrated Storage
ASP.NET Web Part Pages and Web Parts
Common Collaboration Management Services
Site Creation and Management Services
Integrated Search Solution
Personalization and Audience-Targeted Information and Applications
Subscriptions and Alerts
Simple Single-Server Configurations and Highly Scalable Server Farm Configurations
Important Features and Terminology Used in SharePoint Products and Technologies
SharePoint Sites and Site Collections
Single-Server Scenario
Server Farm Scenario
Portal Sites
Security
Site Groups and Rights
Cross-Site Groups, Local Groups, and Domain Groups
Authentication
Authorization
Site Administration
Document and Content Storage
Organizing Documents and Other Content
Search Configuration and Usage
Summary
2) Installing Windows SharePoint Services
Prerequisites
Hardware and Software Requirements
Application Coresidency and Configuration Considerations
Installing Windows SharePoint Services on a Single Machine with WMSDE
- Avoiding Installation Issues
Installing Windows SharePoint Services with SQL 2000
Installing Windows SharePoint Services with SQL Server on the Same Computer
Upgrading from WMSDE to SQL Server
Installing Windows SharePoint Services into a Server Farm
Server Farm with Multiple Host Names Deployment
Preparing the Servers
Hardware and Software Requirements
Installing and Configuring Windows SharePoint Services
Install Windows SharePoint Services with the Remote SQL Server Option
Uninstalling Windows SharePoint Services
Uninstall Windows SharePoint Services Completely from a Server
Removing Windows SharePoint Services from a Virtual Server
Summary
3) Installing Microsoft Office SharePoint Portal Server 2003
Prerequisites
Hardware and Software Requirements
Application Coresidency and Installation Considerations
Installing SharePoint Portal Server
- Automated Installations
Migrating from WMSDE to SQL Server
Installing the Component for Backward-Compatible Document Libraries
Install the Component for Backward-Compatible Document Libraries
Installing the Client Components for Backward-Compatible Document Libraries
Repairing the Client Components for Backward-Compatible Document Libraries
Installing SharePoint Portal Server into a Non–Active Directory Environment
Uninstalling SharePoint Portal Server 2003
- Uninstall SharePoint Portal Server
Repairing SharePoint Portal Server
Troubleshooting SharePoint Portal Server Installations
“Error 502” Error Message When Trying to Access SharePoint Central Administration Pages
The Configure Server Farm Account Settings Page Does Not Appear
Summary
Part II SharePoint Products and Technologies Architecture
4) Windows SharePoint Services Architecture
Architectural Components
Improvements over SharePoint Team Services
Front-End Web Servers
Back-End Databases
Physical Configurations
IIS Services Used by Windows SharePoint Services
Virtual Servers
Application Pools
Authentication
ASP.NET
Changes Made by Windows SharePoint Services
Request Handler
Extending Virtual Servers
Application Pools in Windows SharePoint Services
Web Part Pages
Web Parts
Web Part Zones
Customization and Personalization for Web Parts
- Customization vs. Personalization
Exporting Web Parts
- Description Files
Handling Site Page Requests
Routing Page Requests
Rendering .ASPX Pages
Templates
Saving Database Space
Increasing Performance
The Effects of Customization
The Web.Config File
Summary
5) SharePoint Portal Server Architecture
Building on Windows SharePoint Services
Additional Services
Administration Service
SharePoint Portal Alert Service
Microsoft SharePoint Portal Server Search Service
Microsoft Single Sign-On Service
Changes to Front-End Components
- Front-End Servers
Changes to Back-End Database Components
Configuration Database
Additional Databases
Physical Configurations
Single Server
Server Farms
Personal Sites vs. My Site
User Profiles and Audiences
Populating the User Profile Database
Creating Audiences
Enabling and Configuring Single Sign-On Service
- Authentication with Single Sign-On
Shared Services
- Database Access in Shared Services
Summary
6) Security Architecture for SharePoint Products and Technologies
Authentication
Authorization
Authorization in Windows SharePoint Services
Authorization in SharePoint Portal Server
Code Access Security
- SharePoint Products and Technologies Code Access Security Policies
Communication Security
Communication with Microsoft SQL Server
Communication Between Index and Search Servers
Using Firewalls to Protect the SharePoint Sites
Using SSL for Extranet Deployments
Summary
7) Architecting SharePoint Products and Technologies for Operating System Topologies
Specific Requirements for Server and Client
Server Requirements
Client Requirements
Authentication
Administrative Rights
User Account Mode
Controlling Access to Sites
Active Directory–Dependent Features
- Active Directory Application Mode
Summary
Part III Planning and Deployment
8) Planning Your Information Structure Using Microsoft Office SharePoint Portal Server 2003
Key Information Management Features of SharePoint Portal Server 2003
Where to Start
Key Decision Areas for SharePoint Portal Server 2003
Planning Search
Planning Alerts
Planning Topics and Areas
Planning Keywords and Keyword Best Bets
Planning User Profiles
Planning Audiences
Planning Personal Sites
Planning Windows SharePoint Services Team Sites
Planning and Managing Properties
Summary
9) Capacity Planning
Topology Planning
- Common Infrastructure Requirements
SharePoint Products and Technologies Licensing Guidelines
SQL Server Licensing Guidelines
Deploying a Single Server with MSDE
Deploying a Single Server Using SQL
Small Server Farm
Load-Balanced Medium Server Farm
Highly Available Medium Server Farm with SQL Cluster
Minimum Large Server Farm with a SQL Cluster
Windows SharePoint Services Server Farm (Optional)
Maximum Large Server Farm with a SQL Cluster
Logical Deployment Considerations
Planning Services and User Accounts
Planning Services Accounts
Planning User Accounts
Planning the Corporate Portal Site
Planning Additional Portals
Planning Roles, Groups, and Rights
Planning Search
Overview of Search Functionality
Planning Alerts
Planning User Profiles
Planning Audiences
Planning for Growth
- Estimating System Requirements
Choosing the Farm Design
Single-Server Design and Performance
Medium Server Farm Design and Performance
Large Server Farm Design and Performance
Adding Capacity
Performance Considerations
Testing for Capacity
Selecting the Stress Test Tool
Tools Used When Performing Load Simulations
Scenarios for Load Stress Testing
Testing Methodology
Generating Load and Interpretation of the Results
Summary
10) Performance Monitoring in Microsoft Office SharePoint Portal Server 2003
Monitoring Server Farm Performance
General Counters
SharePoint Portal Server Counters
Microsoft SQL Server
Logs
- Internet Information Services (IIS) Logs
Usage Analysis Processing
- Usage Analysis Processing Reports
Operation Management
Architectural Components
Monitoring and Alerting Requirements
Monitoring Performance Counters
Microsoft Operations Manager
Hardware Monitoring
Network Infrastructure
Analyzing Logs
Monitoring Custom Web Parts
Indirect Monitoring
Summary
Part IV Deployment Scenarios
11) Deploying a Single Server and a Small Server Farm
Single Server
Windows SharePoint Services
SharePoint Portal Server 2003
Database Automation and Maintenance
Migrating from WMSDE to SQL Server 2000
Small Farm
Windows SharePoint Services
SharePoint Portal Server 2003
Summary
12) Deploying Medium and Large Server Farms
Topologies
Preparing for Deploying a Farm
Configuring Network Load Balancing
Installing and Configuring SQL Server
Installing Internet Information Services and SharePoint Portal Server
Configuring the SharePoint Portal Server System Architecture
Creating Portal Sites
Summary
13) Installing and Configuring Windows SharePoint Services in an Extranet
Setting Up an Intranet and Extranet Deployment
Preparing the Servers
Planning for Scale
Next Steps
Summary
14) Shared Services
Multiple Portal Sites
Use Intra-Farm Shared Services
Configuring Shared Services
Adding Portal Sites
Recovery Considerations
Inter-Farm Shared Services
Summary
Part V Administration of Windows SharePoint Services
15) Configuring Windows SharePoint Services
The Management User Interface for Windows SharePoint Services
Using the SharePoint Central Administration Pages
Command-Line Administration
Authentication
- Authentication Methods
Server Farm Configuration
Setting the Administrative Group for Windows SharePoint Services
Configuring Default E-mail Settings
Manage Site Owners and Users
Configuring Antivirus Protection
Configuring Site Quotas and Locks
Managing and Customizing Search
Understanding Search in Windows SharePoint Services
Configuring Blocked File Extensions
Summary
16) Windows SharePoint Services Site Administration
Using Templates
Team Site Template
Blank Site Template
Document Workspace
Meeting Workspace Sites
Customizing, Saving, and Using Templates
Site Creation Process
Creating Subsites
Creating Sites and Subsites from the Command Line
Allowing Access to Websites
User Rights Available for Windows SharePoint Services
Defining Site Groups
Customizing Rights for Site Groups
Using HTML Administration Pages to Manage Site Groups
Using the Command Line to View Site Groups
Assigning Per-List Permissions
Controlling Access for All Authenticated Users
Controlling Anonymous Access to a Website
Creating Unique Permissions for a Subsite
Managing Site Creation Rights
- Security and User Rights
Statistics
- Analyzing Website Usage
Managing Alerts
Customizing the Message Text for Alerts
Configuring and Managing Alerts
Summary
Part VI Administration of Microsoft Office SharePoint Portal Server 2003
17) Configuring SharePoint Portal Server 2003
A Quick System Overview
SharePoint Central Administration
Granting Administrative Access to the Portal Server Farm
The SharePoint Portal Server Central Administration Page
Server Configuration
Security Configuration
Component Configuration
Running the Office HTML Viewer Windows Installer Package
Portal Site and Virtual Server Configuration
Creating Additional Application Pools
- Creating Portal Sites
Summary
18) Managing SharePoint Portal Server 2003
Administering Portal Site Settings
General Settings
Manage Users
Manage Security And Additional Settings
Users And Permissions
Manage Alerts Settings
Portal Site Content
Manage Portal Site Structure
Manage Top-Level Lists and Document Libraries
Manage Targeted Links on My Site
Import Microsoft SharePoint Portal Server 2001 Data
Search Settings And Indexed Content
User Profile, Audiences, And Personal Sites
Manage Profile Database
Manage Audiences
Manage Personal Sites
Changing Owners of Portal Sites
Summary
Part VII Information Management in SharePoint Products and Technologies
19) Working with Documents in SharePoint Products and Technologies
Understanding the Document Storage Options
Form Libraries
Picture Libraries
Performance Considerations
Content-Related Considerations
Document Libraries
Creating Document Libraries
Security of Document Libraries
Uploading Documents into a Document Library
Outside an Office Application
Within an Office Application
Blocked File Types
Modifying Columns
Check-In/Check-Out Processes
About Document Versioning
About Checking Documents In and Out
Editing Documents in the Document Library
Content Approval
- Approval Routing in a Backward-Compatible Document Library
Summary
20) Working with Information Components in SharePoint Products and Technologies
Lists
List Management
List Templates
Topics
- Listings
Areas
Create, Modify, or Delete an Area
Area Architecture
Area Security
Keywords and Keyword Best Bets
Creating and Managing Keywords
Views of Keywords and Keyword Best Bets
Approval and Publishing
Document Metadata
Summary
21) The Architecture of the Gatherer
Default Indexes
Role of the Gatherer
The Indexing Process
Protocol Handlers
Filters
Plug-Ins
Building the Catalogs
Adding File Types to the Indexing Process
The Architecture of Index Updates
Word Lists
Shadow Indexes
Master Merge
Balancing Resources
Index Builds
Full Update
Incremental Update
Incremental (Inclusive) Update
Adaptive Update
Frequency of Updates
Starting an Update
Updates and Permissions
The Gatherer Log
Viewing Gatherer Logs
Saving Gatherer Logs
Index Propagation
Preparing for Propagation of an Index
Security During Propagation
Propagating a SharePoint Portal Server 2003 Content Index
Stopping the Propagation of a Content Index
Summary
22) Managing External Content in Microsoft Office SharePoint Portal Server 2003
Advanced Search Administration Mode
Creating and Managing Content Sources
Default Content Sources
Creating a New Content Source
Crawling Web Content Sources
Managing Rules for Including or Excluding Content
Working with Content Indexes
Creating a Content Index
Editing the Properties of a Content Index
Managing Content Indexes
Managing and Editing Search Scopes and Source Groups
Adding a Search Scope
Using Search Scopes from Other Portal Sites
Windows SharePoint Services Search and MSSearch
The Topic Assistant
Manage Crawls of Site Directory
Manage Keywords and Best Bets
End-User Experience
- Crafting the Result Set Using the Thesaurus
Attribute Mapping for Advanced Search
Summary
23) Personalization Services in SharePoint Products and Technologies
User Profiles
Adding User Profiles
Importing User Profiles
LDAP Search Filters
Managing User Profile Properties
Audiences
Managing Audiences
Compiling Audiences
Viewing Audience Membership
Managing Audience Rules
Show Targeted Items to Portal Site Users
Personal Sites
Personal Site Views
Personal Site Navigation
Private View
Public View
Managing Personal Sites
Portal Site Alerts
Manage Portal Site Alerts Settings
SharePoint Site Alerts
Troubleshooting Alerts
Summary
24) Information Security Policies for SharePoint Products and Technologies
Password Policies
Personal Use of Sites
Information Storage Policies
Administrative Policies
Logging Events
Authorized Web Parts and Applications
Change Control
Information Privacy
Data Classification Schemes
Extranet Considerations
Summary
Part VIII Securing SharePoint Products and Technologies
25) Firewall Considerations for SharePoint Portal Server Deployments
ISA Server 2000 Web Publishing
Assumptions
Setting Up a Web Publishing Rule
SSL Bridging
Configuring Link Translation
Delegation of Basic Authentication
ISA Server 2000 Server Publishing
- Setting Up a Server Publishing Rule
Summary
26) Single Sign-On in SharePoint Portal Server 2003
Single Sign-On Architecture
How Single Sign-On Works
Security Recommendations Regarding the Topology of the Server Farm
Configuring Single Sign-On
Step 1: Set Up Single Sign-On Accounts
Step 2: Enable the Single Sign-On Service on the Job Server
Step 3: Configure the Single Sign-On Settings on the Job Server
Step 4: Create an Application Definition
Step 5: Provide Account Information for an Application Definition
Step 6: Enable the Single Sign-On Service on the Front-End Web Servers
Managing Single Sign-On
Editing an Application Definition
Deleting an Application Definition
Managing Account Information for an Application Definition
Creating the Encryption Key
Backing Up the Encryption Key
Restoring the Encryption Key
Enabling Auditing for the Encryption Key
Disabling the Single Sign-On Service
Creating a Web Part That Uses Single Sign-On
Summary
27) Securing an Extranet Using SSL and Certificates
Enabling SSL for a SharePoint Portal Server 2003
**Troubleshooting **
Obtaining and Installing the Certificate Authority Root
Common Name Does Not Resolve
Certificate Is Not Trusted
Inheritance Overrides Not Accepted
Home Page of the Portal Site Does Not Appear
Portal Site or Test Page Fails to Display on One or More Front-End Web Servers
Summary
Part IX Maintaining a Server in Windows SharePoint Services
28) Disaster Recovery in SharePoint Products and Technologies
Backup and Restore Utilities
General Overview
The Stsadm.exe Utility
The SharePoint Migration Tool
SharePoint Portal Server Data Backup and Restore Utility
The SPBackup.exe Utility
SAN Snapshoting
Recovering SharePoint Sites and Personal Sites
Backing Up Site Collections
Restoring Site Collections
Backing Up and Restoring Personal Sites
Recovering Individual SharePoint Sites
Recovering Portal Sites
Restoring the Backward-Compatible Document Library
Recovering Different Types of Servers
Backing Up and Restoring Front-End Web Servers
Backing Up and Restoring Search Servers
Backing Up and Restoring Index Management Servers
Backing Up Databases by Using SQL Server Backup Tools
Recovering Different Server Topologies
Hot Server Farm Swapping via SQL Log Shipping
Troubleshooting a Single-Server Restore
Recovering a Server Farm
Repairing SharePoint Portal Server
Uninstalling SharePoint Portal Server
Writing a Disaster Recovery Plan
- Best Practices
Summary
29) Usage Analysis Tools in SharePoint Products and Technologies
Managing Usage Analysis
Analyzing Website Usage
Internet Information Services (IIS) Logs
Configuring the Log Files
Setting Up Logging
Viewing Website Reports Using FrontPage
**Troubleshooting **
Summary
30) Default Tools to Customize Windows SharePoint Services
Customizing Web Part Pages
Shared View vs. Personal View
Web Part Page Zones
Web Part Page Creation
Security for Web Parts and Web Part Pages
Other Customizations
Serverwide Configurations
Site-Level Customization
List and Library Configurations
Remove !New Tag from New Items
Themes
- Areas
Summary
31) Working with Web Parts
Basic Customization of Dynamic Web Parts
Appearance Properties
Layout Properties
Advanced Properties
Custom Properties
Adding New Web Parts
Browse and Search
Import
Purpose and Use of Each Built-In Web Part
<Site Name> Gallery
Online Gallery
Connecting Web Parts
Managing Settings for Web Part Pages
**Working with Web Part Galleries **
Web Part Page Gallery
<Site Name> Gallery
Virtual Server Gallery
Online Gallery
Web Part Assembly Deployment
Summary
32) Using Microsoft Office FrontPage 2003 to Customize SharePoint Products and Technologies Sites
SharePoint Products and Technologies Fundamentals
Web Parts
Lists
Libraries
Areas
Personal Sites
Views
Browser-Based Customization
How to Edit Sites in FrontPage 2003
Opening a Site
Becoming Familiar with FrontPage 2003
Instant Updates
Caveats to Editing SharePoint Portal Server Sites in FrontPage 2003
Web Part Display
Moving or Backing Up Websites
Working with Areas and Sub-Areas
Editing Personal Sites
Changing Styles
FrontPage 2003 Features Disabled when Editing a SharePoint Portal Server 2003 Site
FrontPage 2003 Features to Understand when Editing a SharePoint Portal Server 2003 Site
Additional FrontPage 2003 Features that Can Be Disabled when Editing a SharePoint Portal Server 2003 Site
Most Common Changes Made in FrontPage 2003
Web Page Changes
Lists and Document Library Views
Advanced Customization
Repeating the Same Content on Multiple Pages
Advanced Find and Replace
Themes
Image Tracing
Adding Effects to Your Pages with Behaviors
Layers (Absolute Positioning)
Working with the Data Source Catalog
Adding a Data Source
Referencing External Catalogs
Searching for Data Sources
Deleting Data Sources
Working with Data
Data Views
Adding a Data View
Formatting the Data View
Grouping, Filtering, and Sorting
Working with Hierarchies
Windows SharePoint Services-Based Lists as Data Views
Using Reports to Measure Site Use and Performance
Summary
33) The Windows SharePoint Services Object Model
Microsoft.SharePoint Namespace
- The SPSite Class
Microsoft.SharePoint.Administration Namespace
The AddWPPack Method
The EnumWPPack Method
The Log Method
Microsoft.SharePoint.Dsp Namespace
Microsoft.SharePoint.Meetings Namespace
- The SPMeeting Class
Microsoft.SharePoint.Security Namespace
- The SharePointPermission Class
Microsoft.SharePoint.SoapServer Namespace
- The Alerts Service
Microsoft.SharePoint.Utilities Namespace
The SPProperty Bag Class
The SPEncode Class
Microsoft.SharePoint.WebControls Namespace
The SPControl Class
The FormDigest Control Class
Adding a FormDigest Control Programmatically
Adding an AdminFormDigest Control
The Theme Control
Microsoft.HtmlTrans.Interface Namespace
Using the Microsoft.HtmlTrans.Interface Namespace
Implementing Custom Document Conversion
Summary
34) The SharePoint Portal Server Object Model
Introduction
The Microsoft.SharePoint.Portal Namespace
Microsoft.SharePoint.Portal.Topology
Microsoft.SharePoint.Portal.UserProfiles
Microsoft.SharePoint.Portal.WebControls
Other Namespaces
Summary
35) Building Applications Using Windows SharePoint Services Data
Using Windows SharePoint Services Components
- Sharing Windows SharePoint Services Component Data
Sharing Windows SharePoint Services Component Data with ASP.NET
The Business Requirements
The Technical Requirements
The Sample Setup Process
Summary
36) Building Applications for Microsoft Office SharePoint Portal Server 2003
SharePoint Portal Server Web Services
Visual Studio .NET Setup
AreaService Web Service
Search Web Service
UserProfileService Web Service
Summary
37) Using Visual Studio .NET to Create Web Parts
Web Part Architecture
Web Parts
Placing Web Parts
Web Part Pages
Web Part Page Rendering
Web Part Rendering
Page States Explained
Strong-Naming Assemblies
Code Access Security
Creating a Web Part
- Deploying a Web Part
Debugging Web Parts
Using the CallStack Attribute
Using Tracing in ASP.NET
Creating Child Controls on a Web Part
- Web Part Caching
Web Part Tools
Summary
Part X Microsoft Office 2003 Integration with SharePoint Products and Technologies
38) Windows SharePoint Services with the Microsoft Office System
Windows SharePoint Services and Microsoft Office Integration Features
Microsoft Office Access 2003 Integration
Microsoft Office Excel 2003 Integration
Integration with Outlook
Integration with FrontPage
- WYSIWYG XSLT Web Editor
Summary
39) Using Microsoft Office InfoPath with SharePoint Products and Technologies
InfoPath Form Templates
Form Libraries
Creating a Form Library
Modifying an Existing Form Library
Creating and Modifying a Form Library View
Working with Forms in the Form Library
Merging Forms in a Form Library
Relinking a Form to Its Form Library
Deploying Fully Trusted Forms
Submitting a Form Programmatically
Integrating InfoPath Forms with Web Services for SharePoint Portal Server
Summary
40) Microsoft Outlook 2003 Integration with SharePoint Products and Technologies
Viewing SharePoint Products and Technologies Data in Outlook
Folder Home Pages
Linking Events and Contacts in Outlook 2003
Transferring Outlook Data to a SharePoint Site
Creating a New List from Outlook Data
Importing Outlook Data from the Address Book
Document and Meeting Workspace Sites
Controlling Where a User Can Create Workspace Sites
Working with Meeting Workspace Sites from Outlook
Working with Document Workspace Sites from Outlook
Managing Alerts
Managing Integration Features in Outlook
Additional Outlook Integration Opportunities
Summary
Part XI Upgrading and Migrating to SharePoint Products and Technologies
41) Integrating Exchange Server 2003 with SharePoint Products and Technologies
Using the Exchange Web Parts
Configuring the Exchange Web Parts
Understanding the Two OWA Modes
Displaying Exchange Data in a Page Viewer Web Part
Creating an E-Mail-Enabled Document Library
Configuring the Exchange Public Folder
Configuring Windows SharePoint Services
Summary
42) Upgrading and Migrating to SharePoint Products and Technologies
Migration Strategies
Upgrading a SharePoint Team Services Website to Windows SharePoint Services
Step 1: Backing Up the SharePoint Team Services Websites
Step 2: Restoring the Windows SharePoint Team Services Website
Upgrading to SharePoint Portal Server 2003
Upgrading Web Parts to the Microsoft .NET Framework
Migrating SharePoint Portal Server 2001 Document Library Information to Windows SharePoint Services
Migration Tools
Summary
Glossary
Index