Essential SharePoint 2007: A Practical Guide for Users, Administrators and Developers

Jeff Webb0-596-51407-7, 978-0-596-51407-5

If you’re considering the vastly improved 2007 version of SharePoint, this concise, practical and friendly guide will teach you how to get the most from the latest version of Microsoft’s information-sharing and collaboration platform. Essential SharePoint 2007 demonstrates how your business can use SharePoint to control documents, structure workflow, and share information over the Web using standard tools business users already know — Microsoft Office and Internet Explorer. Written in a conversational tone by internationally recognized SharePoint consultant and trainer Jeff Webb, this book helps SharePoint administrators, site owners, and power users quickly gain the skills necessary to perform a wide variety of tasks for intranet and extranet web sites, and explains what’s new in SharePoint 2007 for experienced SharePoint 2003 administrators. Essential SharePoint 2007 teaches you how to: Use SharePoint 2007 with Outlook, Word and Excel, and as a document management tool, replacing, for example, shared network drives with libraries Build and customize sites, lists, libraries and web parts for intranets and extranets Use SharePoint 2007 for team communication through blogs, wikis, surveys, and RSS and email alerts Build a SharePoint workflow application Create and program web parts in order to deliver custom services and data to a site Deploy and administer SharePoint 2007 Each chapter ends with a summary of best practices advocated by the author, and the first few chapters of the book are ideal as training materials for end users. Later chapters give developers and administrators tools not only to keep company sites running smoothly, but also to customize and extend them. The book also contains several appendices with a glossary of terms and hard-to-find information. Essential SharePoint 2007 is a one-stop task-oriented guide for learning what’s necessary to make this tool a vital part of team productivity.

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Table of contents :
Essential SharePoint 2007, Second Edition……Page 1
Table of Contents……Page 6
Who This Book Is For……Page 10
How This Book Is Organized……Page 11
What’s New?……Page 13
Using Code Examples……Page 14
Safari® Books Online……Page 15
Acknowledgments……Page 16
How Does This Help Me Do My Job?……Page 18
What Types of Sites Can I Create?……Page 20
What Software Do I Need?……Page 22
What Other Software Do I Need?……Page 23
Try It……Page 25
Parts of a Page……Page 26
Creating a Test Site……Page 27
Changing the Top Link Bar and Quick Launch……Page 28
Adding Content……Page 30
Uploading Large Groups of Files……Page 31
Controlling Access to a Site……Page 33
Grouping Users……Page 34
Putting SharePoint to Work……Page 36
Creating a Company Phone List……Page 37
Replacing Network Drives with Libraries……Page 41
Using Document Version Control……Page 42
Best Practices……Page 45
Setting Client Security……Page 47
Editing, Saving, and Sharing Documents……Page 50
Using the Task Pane……Page 52
Working Offline in Office 2007……Page 53
Working Offline in Office 2003……Page 54
Resolving Conflicting Updates……Page 55
Editing Lists in Excel……Page 56
Editing Lists Offline and Resolving Conflicts……Page 57
Importing Data into SharePoint from Excel……Page 59
Viewing SharePoint Calendars from Outlook……Page 61
Creating a Meeting Workspace……Page 63
Creating Different Types of Workspaces……Page 65
Linking to an Existing Workspace……Page 66
Sharing Contacts with Outlook……Page 67
Exporting Contacts from Outlook to SharePoint……Page 68
Linking SharePoint Contacts to Outlook……Page 69
Editing Shared Contacts from Outlook……Page 70
Best Practices……Page 71
Choosing a Location and Template……Page 73
Creating Site Collections……Page 76
Creating Subsites……Page 77
Choosing a Template……Page 78
Changing Link Bar Tabs in WSS……Page 80
Adding Links to Quick Launch in WSS……Page 81
Changing the Link Bar and Quick Launch in MOSS……Page 82
Adding a Help Tab……Page 83
Adding Tree View Navigation……Page 84
Summarizing Content with Web Parts……Page 85
Adding Other Pages……Page 86
Setting Security (Controlling Access)……Page 87
Using the Site Users Web Part……Page 88
Working with SharePoint Groups……Page 89
Changing the General Appearance……Page 91
Creating Custom Themes……Page 92
Applying Stylesheets……Page 93
How to Develop Custom Templates……Page 94
Saving a Site As a Custom Template……Page 95
Using and Deploying Custom Templates……Page 96
Viewing and Editing Template Files……Page 97
Replacing a Built-in Template……Page 98
Best Practices……Page 99
Using Built-in List Templates……Page 100
Adding Columns……Page 102
Adding Columns to Gather Information……Page 103
Adding Calculated Columns……Page 104
Adding a Choice, Lookup, and Yes/No Columns……Page 105
Why Use a Lookup?……Page 107
Adding Site Columns……Page 108
Creating New Site Columns……Page 109
Creating Master Lists……Page 112
Creating Report Views for Issue Tracking……Page 113
Formatting Views……Page 116
Renaming a List and Changing Other Settings……Page 118
Approval and Change History……Page 119
Controlling Access to Lists……Page 120
Editing List Pages……Page 122
Simplifying the New Item Form……Page 123
Providing Feedback After Submitting……Page 125
Saving the List As a Template……Page 127
Best Practices……Page 129
Using the Built-in Library Templates……Page 130
Removing Unneeded Document Templates……Page 131
Changing Library Settings……Page 133
Turning On Versioning and Approval……Page 134
Approving Documents……Page 135
Changing the Document Template……Page 136
Adding Content Types……Page 138
Organizing Libraries……Page 140
Organizing Documents with Folders……Page 141
Organizing Documents with Views……Page 142
Combining Approaches……Page 143
Creating Library Applications……Page 144
Project Applications……Page 145
Task Applications……Page 146
Document Control Applications……Page 148
Archive Applications……Page 149
Best Practices……Page 150
Using the Built-in Web Parts……Page 152
Customizing List View Web Parts……Page 155
Connecting Summary/Detail Views……Page 156
Converting a List View to a Data View……Page 157
Moving Web Parts to Other Pages……Page 159
Converting a List View to a Drop-Down List……Page 160
Exporting Web Parts……Page 162
Importing and Deploying Web Parts……Page 163
Including Repeated Elements……Page 165
Including Images and Flash Animations……Page 167
Displaying Pages in Frames……Page 168
Performing XSL Transformations……Page 170
Filtering Lists and Libraries in MOSS……Page 172
Filtering Based on the Current User……Page 173
Creating Custom Filters……Page 174
Saving Filter Options……Page 175
Using Passed-in Filters……Page 176
Connecting to Data with WSRP in MOSS……Page 177
Swapping the Master Page in MOSS……Page 178
Editing the Master Page……Page 179
Deploying Master Pages……Page 181
Best Practices……Page 182
Creating My Sites in MOSS……Page 183
Using My Sites for Training……Page 184
Controlling Who Has a My Site……Page 185
Setting the Site Quota……Page 186
Managing Users’ My Sites……Page 189
Creating Blogs……Page 191
Creating Blogs Without My Sites……Page 193
Blocking Blogs……Page 194
Creating Wikis……Page 195
Organizing a Wiki……Page 196
Adding Links to Quick Launch……Page 197
Creating Navigational Pages……Page 198
Creating Wiki Libraries……Page 199
Controlling Access……Page 200
Best Practices……Page 201
Enabling Email and Workflow……Page 202
Receiving Alerts……Page 203
Managing Alerts……Page 204
Emailing Task Assignments……Page 205
Changing the From Address……Page 206
Sending Reminders for Urgent or Overdue Tasks……Page 207
Sending Scheduled Announcements……Page 208
Emailing from Libraries……Page 209
Emailing to Libraries……Page 210
Allowing Incoming Email……Page 211
Enabling Email for a Library……Page 213
Creating Workflows……Page 214
Creating a Three-State Workflow……Page 216
Tracking Workflow History……Page 219
Creating Workflows in MOSS……Page 221
Adding Document Management Workflows to a Library……Page 222
Viewing Workflow Reports……Page 224
Best Practices……Page 225
RSS at a Glance……Page 226
Using the MOSS RSS Viewer Web Part……Page 227
Modifying Feeds……Page 228
Using Rollups……Page 230
Modifying the Site Aggregator……Page 231
Displaying Custom Site Pages……Page 233
Targeting Frames……Page 235
Providing Site Maps……Page 236
Maintaining the Site Directory……Page 238
Creating Site Maps in WSS……Page 239
Best Practices……Page 240
What Software Do You Need?……Page 241
Using Form Libraries……Page 242
Understanding Form Libraries……Page 243
Designing a Form……Page 245
Creating a Form Library……Page 247
Emailing Form Data……Page 248
Customizing Forms……Page 250
Adding Controls……Page 251
Creating Rules……Page 252
Hiding Controls……Page 253
Making a Form Read-Only……Page 254
Populate a Control from a List……Page 255
Adding Bound Controls……Page 256
Filtering Data……Page 258
Validating Data……Page 260
Preventing Changes to Form Templates……Page 261
Using InfoPath Forms Services……Page 262
Publishing Browser-Compatible Templates……Page 263
Managing Templates from Central Administration……Page 265
Programming InfoPath……Page 267
Installing and Choosing the Language……Page 268
Adding Code to a Form in VSTA……Page 269
Setting Trust……Page 270
Best Practices……Page 271
What to Build When………Page 273
Developing Under Windows XP……Page 275
Writing User Controls for SmartPart……Page 277
Preparing to Develop Rendered Web Parts……Page 279
Configuring the Server for Development……Page 280
Using the Visual Studio Web Part Extensions……Page 281
Debugging Web Parts……Page 282
Converting Existing Projects……Page 283
Deploying Old-Style Web Parts……Page 285
Programming Rendered Web Parts……Page 286
Creating Web Part Appearance……Page 288
Adding Child Controls……Page 291
Working on the Client Side……Page 293
Using Scripts with Web Controls……Page 294
Importing Script Blocks……Page 297
Understanding Event Order……Page 299
Adding Properties……Page 301
Exporting Web Parts……Page 304
Adding Menus……Page 306
Customizing the Property Task Pane……Page 307
Connecting Parts……Page 309
Deploying Web Parts……Page 312
Best Practices……Page 313
Choosing an Approach……Page 314
From VBA……Page 316
From .NET……Page 317
Using Web Services……Page 320
From VBA……Page 321
Working with Lists……Page 323
Retrieving attachments……Page 324
Performing queries……Page 325
From .NET……Page 327
.NET Programming Tips……Page 328
Using the Admin Service……Page 331
Using URL Commands……Page 333
Getting GUIDs……Page 334
Using SharePoint objects……Page 335
Using web services (VBA)……Page 336
Executing URL Commands……Page 337
Using RPC……Page 338
Preparing a Page for RPC……Page 339
Combining multiple methods……Page 342
Creating lists……Page 343
Creating pages……Page 344
Best Practices……Page 345
Installing SharePoint……Page 346
Before You Begin……Page 348
Preinstall Checklist……Page 350
Installing WSS……Page 351
Installing MOSS……Page 353
Creating a Web Application and Top-Level Site……Page 355
Removing SharePoint……Page 357
Enabling Internet Access……Page 360
Enabling Anonymous Access……Page 363
Enabling Forms-Based Authentication……Page 364
Using Zones……Page 367
Enabling Self-Service Site Creation……Page 370
Scheduling Backups……Page 371
Auditing Activity……Page 374
Enabling PDFs and Other File Types……Page 377
Best Practices……Page 378
Before You Upgrade……Page 380
Reviewing Your Existing Installation……Page 381
Running Prescan……Page 382
Performing a Trial Upgrade……Page 383
Reviewing Upgrade Issues……Page 386
Performing an In-Place Upgrade……Page 387
Performing a Side-by-Side Upgrade……Page 388
Completing the Upgrade Process……Page 389
Upgrading 2007 Editions……Page 390
Office Versions……Page 391
StsAdm Commands……Page 393
PSConfig Commands……Page 407
Server Files and Locations……Page 409
Content Not Stored in Database……Page 416
CSS Styles……Page 417
Glossary……Page 420
Index……Page 424