Microsoft SharePoint 2007 Unleashed

Michael Noel, Colin Spence9780672329470, 0-672-32947-6

SharePoint provides a cost-effective, easy-to-implement solution for organizations interested in enhancing team collaboration, document management, and search functionality and in providing a portal to access corporate resources and intranet/extranet environments. The SharePoint 2007 family (consisting of Windows SharePoint Service 3.0 and Microsoft Office SharePoint Server 2007) build upon these features and toolsets and introduce a staggering array of new tools and capabilities that undeniably make SharePoint 2007 an enterprise-class solution. This new edition walks IT professionals, website designers, SharePoint administrators, and SharePoint power users through the design, implementation, and customization process. Exciting new capabilities such as workflow, records management, web content management, business processes, and business intelligence features are covered in depth. Best practices are provided for planning the architecture, scaling to meet the organization’s needs, migrating from SharePoint 2003, and managing the farm or multi-farm environment. Michael Noel, MCSE+I, MS-MVP, is a partner at Convergent Computing. Michael’s writings and worldwide public speaking experience leverage his real-world expertise in designing, deploying, and administering IT infrastructure for his clients. Colin Spence, MCP, is a partner at Convergent Computing, an Oakland, California, consulting company, and has been a contributing author to severalbestselling Unleashed books. Part I: SharePoint 2007 Overview, Planning, and Implementation provides an introduction to SharePoint 2007 technologies and covers the architecture process. Details on installing SharePoint 2007 and processes for migrating from SharePoint 2003 are included. Part II: Using SharePoint 2007 Technologies covers the core feature set of SharePoint 2007 that power users and administrators will need to master, including libraries, lists, designing and managing pages, workspaces, and sites. Part III: Managing a SharePoint Environment provides best practices on managing and administering the SharePoint infrastructure, securing the environment, maintaining and managing the environment and databases, and backing up and restoring the SharePoint 2007 environment. Part IV: Extending the SharePoint Environment goes into detail on the topics of configuring email-enabled content, Exchange Server integration, enabling presence information with Office Communication Server 2007, and securing remote access with ISA Server 2006. In addition, chapters are included on using SharePoint Designer 2007.

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Table of contents :
Microsoft SharePoint 2007 Unleashed……Page 1
Table of Contents……Page 6
Introduction……Page 26
Part I: SharePoint 2007 Overview, Planning, and Implementation……Page 28
1 Introducing SharePoint 2007……Page 30
Understanding the Business Needs and Drivers for SharePoint 2007……Page 31
Collaborating with SharePoint 2007……Page 40
Presenting and Navigating Content in SharePoint 2007……Page 45
Managing Content in SharePoint 2007……Page 47
Finding Information with SharePoint Indexing and Search……Page 49
Comparing the Versions of SharePoint……Page 51
Integrating Office 2007 Components with SharePoint 2007……Page 54
Administering and Monitoring SharePoint 2007……Page 57
Best Practices……Page 61
Understanding SharePoint Design Components……Page 64
Architecting the SharePoint SQL Database Environment……Page 69
Architecting Server and Farm Layout……Page 71
Examining Real World SharePoint 2007 Deployments……Page 72
Best Practices……Page 77
Understanding Scalability for SharePoint……Page 78
Scaling Logical SharePoint Components……Page 81
Utilizing and Understanding Clustering for SharePoint……Page 82
Choosing the Right Clustering Technology for SharePoint……Page 84
Scaling SQL Server with High Availability Alternatives……Page 86
Choosing the Appropriate SQL Server High Availability Alternative……Page 90
Scaling Across a SharePoint Farm……Page 91
Justifying and Deploying Business Portals……Page 93
Addressing Common Business Issues with SharePoint Features……Page 95
Deploying a Team Collaboration Solution with SharePoint……Page 99
Deploying a Corporate Intranet Solution with SharePoint……Page 101
Deploying a Customer Extranet Solution with SharePoint……Page 104
Summary……Page 107
Best Practices……Page 108
4 Planning the SharePoint 2007 User Environment……Page 110
Key Components of the User Environment Design Process……Page 111
Designing the Windows SharePoint Services Environment……Page 113
Designing the SharePoint Server 2007 Environment……Page 121
Planning the Desktop Configuration……Page 129
Planning for Microsoft Office Product Integration……Page 131
Reviewing Lessons Learned from Previous SharePoint Implementations……Page 132
Summary……Page 136
Best Practices……Page 137
5 Installing Windows SharePoint Services and Microsoft Office SharePoint Server 2007……Page 140
Examining SharePoint Installation Prerequisites……Page 141
Installing the SharePoint Server Operating System……Page 143
Installing the SharePoint Database Platform……Page 147
Installing Microsoft Office SharePoint Server 2007……Page 153
Installing Windows SharePoint Services 3.0……Page 166
Best Practices……Page 168
Formulating a Migration Strategy……Page 170
Outlining Supported Migration Scenarios……Page 171
Examining SharePoint 2007 Migration Paths……Page 173
Performing an In-Place Upgrade of a SharePoint Environment……Page 175
Performing a Gradual Migration……Page 183
Performing Advanced Migrations……Page 188
Summary……Page 190
Best Practices……Page 191
Part II: Using SharePoint 2007 Technologies……Page 192
7 Using Libraries and Lists in SharePoint 2007……Page 194
SharePoint 2007 Libraries……Page 195
SharePoint 2007 Lists……Page 227
Best Practices……Page 247
8 Managing Libraries and Lists in SharePoint 2007……Page 250
Planning Lists and Libraries……Page 251
Creating Libraries in SharePoint 2007……Page 266
Configuring Document Library Settings……Page 269
Customizing SharePoint 2007 Libraries……Page 287
Creating Lists in SharePoint 2007……Page 297
Customizing SharePoint 2007 Lists……Page 298
Managing Lists and Libraries……Page 301
Best Practices……Page 305
9 Designing and Managing Pages, Workspaces, and Sites in SharePoint 2007……Page 308
Planning Pages, Workspaces, and Sites……Page 309
Creating Pages and Workspaces in SharePoint 2007……Page 317
Creating Sites from the Collaboration Tab……Page 328
Creating Sites from the Enterprise Tab……Page 334
Configuring the Look and Feel of Sites……Page 348
Using the Galleries……Page 355
Best Practices……Page 358
10 Using Word, Excel, and Excel Services with SharePoint 2007……Page 360
Using Word 2007 and 2003 with SharePoint 2007……Page 361
Using Excel with SharePoint 2007……Page 373
Excel Services in SharePoint 2007……Page 384
Best Practices……Page 389
Using Outlook 2007 with SharePoint 2007……Page 392
Using Access 2007 with SharePoint 2007……Page 404
Using Project 2007 with SharePoint 2007……Page 411
Using Visio 2007 with SharePoint 2007……Page 412
Using PowerPoint 2007 with SharePoint 2007……Page 416
Using OneNote 2007 with SharePoint 2007……Page 417
Best Practices……Page 419
12 Implementing Records Management and Enabling Web Content Management in SharePoint 2007……Page 422
Implementing Records Management in SharePoint 2007……Page 423
Enabling Web Content Management in SharePoint 2007……Page 433
Best Practices……Page 457
13 Benefiting from the Enhanced Search Capabilities in SharePoint 2007……Page 460
Comparing Search Functionality in Different Versions of SharePoint 2007……Page 461
Windows SharePoint Services 3.0 Search Service……Page 462
SharePoint Server 2007 Search Capabilities……Page 467
Summary……Page 490
Best Practices……Page 491
Part III: Managing a SharePoint Environment……Page 492
Administering Windows SharePoint Services Site Settings……Page 494
Operations Management with the SharePoint Central Admin Tool……Page 506
Application Management with the SharePoint Central Admin Tool……Page 518
Managing Shared Services in SharePoint 2007……Page 529
Using Additional Administration Tools for SharePoint……Page 538
Best Practices……Page 542
Identifying Isolation Approaches to SharePoint Security……Page 544
Physically Securing SharePoint Servers……Page 546
Securing SharePoint’s SQL Server 2005 Installation……Page 550
Hardening SharePoint Server Security……Page 558
File-Level Security for SharePoint Servers……Page 561
Securing a SharePoint Farm Using Windows Server Update Services……Page 563
Verifying Security Using the Microsoft Baseline Security Analyzer (MBSA)……Page 572
Deploying Transport-Level Security for SharePoint……Page 576
Using Virtual Private Networks to Secure Access to SharePoint……Page 577
Examining Integration Points Between SharePoint and Public Key Infrastructure……Page 579
Examining IPsec for Internal SharePoint Encryption……Page 583
Configuring Simple IPsec Between SharePoint Servers……Page 585
Best Practices……Page 589
Managing a SharePoint Server Remotely……Page 592
Using Microsoft Operations Manager (MOM) 2005 to Simplify Management of SharePoint……Page 595
Establishing a SQL Server Maintenance Plan……Page 601
Establishing Maintenance Schedules for SharePoint……Page 609
Best Practices……Page 617
Backing Up and Recovering SharePoint Components……Page 620
Using and Administering the Recycle Bin……Page 622
Using the SharePoint Central Admin Tool Backup and Restore Options……Page 625
Backing Up and Restoring with SharePoint Designer 2007……Page 629
Using STSADM to Move or Back Up Site Collections……Page 633
Performing SQL Database–Level Backups and Restores……Page 645
Summary……Page 651
Best Practices……Page 652
Part IV: Extending the SharePoint Environment……Page 654
18 Configuring Email-Enabled Content and Exchange Server Integration……Page 656
Enabling Incoming Email Functionality in SharePoint……Page 657
Working with Email-Enabled Content in SharePoint 2007……Page 660
Understanding Microsoft Office Exchange Server 2007……Page 663
Planning for an Exchange Server 2007 Environment……Page 665
Integrating Exchange 2007 with SharePoint 2007……Page 670
Best Practices……Page 672
19 Enabling Presence Information in SharePoint with Microsoft Office Communications Server 2007……Page 674
Configuring Presence Within SharePoint……Page 675
Understanding Microsoft’s Unified Communications Strategy……Page 677
Installing Office Communications Server 2007……Page 680
Exploring Office Communications Server Tools and Concepts……Page 696
Installing and Using the Communicator 2007 Client……Page 699
Installing and Configuring Live Communications Server 2005 SP1……Page 700
Best Practices……Page 702
20 Providing Secured Remote Access to SharePoint Using ISA Server 2006……Page 704
Outlining the Need for ISA Server 2006 in SharePoint Environments……Page 705
Outlining the Inherent Threat in SharePoint HTTP Traffic……Page 708
Securing Access to SharePoint with Secure Sockets Layer Encryption……Page 710
Securing SharePoint Sites with ISA Server 2006……Page 718
Logging ISA Traffic……Page 730
Monitoring ISA from the ISA Console……Page 732
Best Practices……Page 738
21 Using Designer 2007 to Extend SharePoint 2007 Workflows and Customize the User Experience……Page 740
Workflow Basics in SharePoint 2007……Page 741
Authoring Workflows Using SharePoint Designer 2007……Page 754
Additional Designer 2007 Tools……Page 762
Best Practices……Page 767
22 Exploring Business Process and Business Intelligence Features in SharePoint 2007……Page 770
Using InfoPath 2007 with SharePoint 2007 and Forms Server 2007……Page 771
Business Intelligence in SharePoint 2007……Page 791
Summary……Page 800
Best Practices……Page 801
A……Page 802
B……Page 804
C……Page 805
D……Page 808
E……Page 811
F……Page 813
G – H……Page 814
I……Page 815
J – K – L……Page 817
M……Page 819
N – O……Page 820
P……Page 822
Q – R……Page 823
S……Page 826
T……Page 833
V……Page 834
W……Page 835
X – Y – Z……Page 837