SharePoint 2007 User’s Guide Learning Microsoft’s Collaboration and Productivity Platform phần 3 ppsx

On the Site Settings page, in the Look and Feel section, click the Navigation link.. On the Site Settings page, in the Site Collection Administration section, click the SearchScopes link

n Note By default, when you create a new site using the Create Site link in the Site Directory, the site will be ated as a subsite under the Site Directory site This is often not where you would want to create subsites Technicaladministrators have the ability to change this setting.

cre-Publishing Portal

The Publishing Portal is the second type of portal template available to technical administratorswhen they are creating a new SharePoint portal This portal includes a structure designed to sup-port Internet or intranet sites focused on information publishing and consumption This portal hassite and site collection features enabled to support an information publishing–centric solution and

is designed to allow for easy creation of web-based content

The publishing portal, shown in Figure 3-9, has a very different look than the collaborationportal we discussed previously The publishing portal is also different in that, by default, users areonly able to create subsites within it based on the Publishing Site with Workflow template All othertemplates are disabled

When a publishing portal is created, it includes only two default subsites: a press release site and

a search site In this section, we will discuss these sites as well as the publishing portal home site

Figure 3-9.The default publishing portal

Publishing Portal Home Site

When you go to the home page of a publishing portal you are presented with the site shown in

Figure 3-9 The only element initially visible on the home page is text listing the key management

tasks necessary to configure your publishing site However this site page also includes several

com-ponents on the home page that support the publishing of web content These items initially do not

contain any data, so they are not initially visible These components allow you to add content to the

site home page and add links to other available information These linking capabilities are provided

through the use of two Summary Links web parts included on the page The components included

on the publishing home page can be seen in Figure 3-10

Figure 3-10.The publishing portal content area

The publishing portal home page also includes a press releases viewing web part that presentsthese items located in the Press Release subsite You can manage this information and add additionalcontent as necessary We will discuss updating site pages and managing web parts in Chapter 8.Press Release Site

The Press Releases site in a publishing portal is provided to allow you to manage press releases andmake them available to site users The Press Release site includes a content area where press releasetext can be entered, and like the home page, it includes two places where you can add summarylinks that can be used to navigate to additional items Figure 3-11 depicts the Press Release site

Figure 3-11.The Press Release site

Search Site

The Search site within a publishing portal is only made accessible by performing a search using thesearch tools at the top of the publishing portal home page There is no link to this site in the naviga-tion menu the way there is in the collaboration portal we discussed earlier You access this site byperforming a search Figure 3-12 depicts the Search site default page

Figure 3-12.The Search site

The Search site in the publishing portal provides similar capabilities as the Search site in thecollaboration portal in that you can view search results and perform either a simple or advanced

content search The main difference between these two search sites is that the publishing portal

Search site does not include the ability to perform a people search

MOSS Navigation Enhancements

In Chapter 2, we discussed the various elements available in WSS sites that can be used to support

users navigating within and between sites As part of that discussion, we explained how to use and

manage both the site navigation bar and the Quick Launch area When MOSS is part of your

Share-Point environment, these tools are enhanced, providing additional usage capabilities as well as

additional customization options In this section, we will discuss each of these navigation

enhance-ments in detail

Navigation Bar

Without MOSS in your environment, the navigation bar lists only the subsites contained within an

existing site, as we described in Chapter 2 You have the ability to inherit the options from the parent

site or list the subsites under the site currently being viewed Beyond that, your customization of the

navigation bar without MOSS is limited to adding, editing, and removing the links that are listed

When your SharePoint environment includes MOSS, the navigation bar is enhanced to providedrop-down menu capabilities The navigation bar drop-down menus are available by default when

you create your SharePoint environment based on the Collaboration Portal template and allow you

to hover over a menu option in the navigation bar to present a list of items contained within the

highlighted site This can be seen in Figure 3-13 Listing nested items in this way provides quicker

access to these resources

Figure 3-13.MOSS navigation bar

The navigation bar drop-down menu can be configured to show any combination of lists,libraries, and subsites located within a listed site You can specify if only subsites should be dis-

played or if other types of site content items should be included, and you can tailor the listed items

individually as well We will discuss managing these navigation elements later in this chapter

Site Actions Menu

We discussed the Site Actions menu in Chapter 2; this menu is different for sites created from the

MOSS site templates, as shown in Figure 3-14

Figure 3-14.The MOSS Site Actions menu

The MOSS Site Actions menu provides you with more direct access to several of the availablesite management features than the WSS Site Actions menu does These alterations are designed toprovide faster access to some of the most frequently needed site management functions This menualso exposes some additional capabilities introduced as part of MOSS The additional options avail-able in the MOSS Site Actions bar follow:

• Edit Page: This option places the page in edit mode, allowing you to update the information

made available

• Create Page: A link is available enabling you to create a new page within the current site.

Selecting this link will take you to the Create Page screen, where you can enter the necessaryinformation to create a new site page This page will be created in the Pages documentlibrary We will discuss managing pages in detail in Chapter 8

• Create Site: A link is available to initiate the process of creating a new site within the current

site Selecting this option will navigate you to the New SharePoint Site page, where you canenter the information necessary to create a new site under the current site

• Show Page Editing Toolbar: This option is used to present the page editing bar that includes

the options necessary to manage the current page This bar is available for any page thatrequires content management and approval for publishing We will discuss managing pagesand the page editing toolbar in Chapter 8

• View All Site Content: This option can be used to navigate to the All Site Content page, similar

to clicking the View All Site Content link in the Quick Launch area

• View Reports: This option includes a submenu of options that enable you to view content

information related to you:

• Checked Out to Me: Presents documents and pages checked out to the current user in

the current site and all subsites

• Last Modified by Me: Presents documents and pages that the current user last modified

in the current site and all subsites

• Pending Approval: Includes documents and pages that the current user has submitted

for approval but that are still pending final approval in the current site and all subsites

• My Tasks: Lists all tasks assigned to the current user in this site and its subsites.

• All Draft Documents: Lists all of the documents and pages in this site and its subsites

that are pending approval before being published for use by site users

• Going Live Within Next Seven Days: Lists all documents and pages in this site and its subsites

that have been approved and are scheduled to be published within the next seven days

• Expiring Within Next Seven Days: Lists all documents and pages in this site and all

sub-sites that are scheduled to expire within the next seven days

• Site Settings: While this option is available in the WSS Site Action menu, on MOSS pages, this

option includes a submenu allowing for one-click access to several of the site managementoptions The options available in the submenu follow:

• Modify All Site Settings: Navigates you to the Site Settings page.

• People and Groups: Takes you directly to the People and Groups page.

• Modify Navigation: Takes you directly to the Site Navigation Settings page We will

dis-cuss this page and modifying navigation options in more detail later in this chapter

• Modify Pages Library Settings: Takes you directly to the Customization screen for

man-aging the Pages library in the current site This is the library created to hold site pages

• Manage Content and Structure: Navigates you to the Site Content and Structure page, where

you can manage your overall SharePoint site structure We will discuss the Site Content andStructure page in more detail later in this chapter

n Note The Site Actions menu for sites created from the WSS site templates we discussed in Chapter 2 will

ini-tially appear as we described in Chapter 2 Activating the Office SharePoint Server Publishing site feature will

change the Site Actions menu so that it includes the options we have described here

Quick Launch

With MOSS in place, items listed in the Quick Launch area are more customizable than they are with

just WSS You still have the ability to add, edit, and remove items from Quick Launch as we discussed

in Chapter 2, but site administrators are also given the ability to determine if the Quick Launch area

should do the following:

• Display the same navigation items as the parent site: The Quick Launch area will list the same

items as its parent’s Quick Launch area

• Display the current site, the navigation items below the current site, and the current site’s lings: The Quick Launch area will list sites that are children of the same parent site as the

sib-current site

• Display only the navigation items below the current site: Quick Launch items for the current

site should be listed as they are in WSS-only SharePoint environments

These options allow you to tailor the Quick Launch area based on the needs of the site We willdescribe how to make this update in the “Navigation Management” section of this chapter

Navigation Management

The customizations that can be made to the navigation bar and the Quick Launch area that we havebeen discussing are all made through a single Navigation Settings management screen in yourMOSS environment The options that can be updated through the Navigation Settings page include:

• Subsite and Page Display Options: Allows you to select if links to subsites and pages available in

the site should be automatically placed in the navigation bar When this option is set, the gation bar selections will include drop-down menus listing the subsites under the listed sites

navi-• Sort Method: Used to determine if navigation headers and links within the site should be

automatically sorted alphabetically or if sorting should be done manually

• Global Navigation Display: Identifies if the navigation bar displayed in the site should be

inherited from the site’s parent or if it should list the subsites under the current site

• Current Navigation Display: Used to determine if Quick Launch should inherit its listed

items from the parent site, list the current site’s siblings, or list the items contained withinthe current site

• Navigation Item Editing and Sorting: Allows you to edit the navigation headers and links that

will be made available in the navigation bar and the Quick Launch area This includes theability to add, edit, and delete links and headers from these locations The navigation barediting options will only be available for editing when the site is not inheriting its navigationbar from its parent site

Use the following steps to update these navigation options:

1. Navigate to the site where you wish to manage the navigation

2. Navigate to the Site Settings page

3. On the Site Settings page, in the Look and Feel section, click the Navigation link

4. On the Site Navigation Settings page, update the following items as necessary:

a In the Subsites and Pages section, identify if subsites and pages should be displayed inthe navigation bar

b In the Sorting section, identify if the navigation options in the site should be cally sorted or manually sorted

automati-c If sorting is set to automatic, in the Automatic Sorting section, select the item attribute

to sort by and the desired sort order

d For non-top-level sites, in the Global Navigation section, identify if the global navigationshould be inherited from the parent site or if it should list items under the current site

e For non-top-level sites, in the Current Navigation section, identify if the Quick Launcharea should be inherited from the parent site, if it should list the current site and its sib-lings, or if it should list items within the current site

f In the Navigation Editing and Sorting section, use the options provided in the GlobalNavigation section, if included, and the Current Navigation section to manage the listednavigation items This can include reordering available options if manual sorting isenabled and adding, editing, or deleting headers or links

g Once all options have been appropriately updated, click the OK button

The navigation updates are saved

n Caution Deleting a header in the Navigation Editing and Sorting section will also remove all items contained

within the header If you wish to keep the items listed under a header that will be deleted, you need to move the

items under a different header before deleting the header

MOSS Search

MOSS provides extensive content indexing and searching capabilities to a SharePoint environment

These capabilities allow users to search for and find sites, documents, people, and site content

(such as lists, libraries, list items, and documents) and any other indexed enterprise content (such

as public folders or network file shares) that are pertinent to their needs Users can perform simple

searches and advanced searches

Performing Simple Searches

MOSS simple searches work similarly to WSS only searches in that you select the content across

which to search, called a content source, and enter the search criteria into the search box on the

page A content source is a defined set of information sources

The main difference between the WSS search and the MOSS simple search is that the MOSSsearch allows for searching across all SharePoint indexed content, not just the information in the

current site This indexed content can include information stored in SharePoint as well as any other

information in the enterprise being indexed by SharePoint SharePoint can index content in

Share-Point, Exchange, file server shares, databases, and web sites By default, a simple search will search

across all available content sources

Performing Advanced Searches

Clicking the Advanced Search link in the search area of a site page takes you to the Advanced Search

page The advanced search allows you to find content using more refined search options and

crite-ria The Advanced Search page allows you to perform two types of advanced searches: site searches

and people searches The site search allows you to locate content within your environment based

on a refined set of searching options The people search allows you to search for people based on a

refined set of searching options

The advanced search also allows you to the select specific types of items (such as specifying thatthe author is Tony Smith or the title contains the words “Yearly Budget” for site searches or that the

department is Human Resources for people searches) Figure 3-15 shows the Advanced Search page

Figure 3-15.The Advanced Search page

To perform an advanced search, follow these steps:

1. Navigate to the Advanced Search page by clicking the Advanced Search link on a site’s page

2. For site searches, on the Advanced Search page, enter the appropriate search criteriainformation:

a Enter text in the appropriate search box, depending on if the search should be across allwords entered, exact phrasing, any word entered, or none of the words entered

b Select the search scopes over which to search

c Select the types of objects over which to search

d Enter the search property restrictions This is used to identify the attributes of the items

to search across and the values to search for When specifying search properties, youmust select the type of constraint to use For example, if you are looking for all materialsauthored by Tim, you would select the Author property, choose the Contains constraint,

and type Tim into the search box.

e If you want to search across more than one property, select And or Or after the enteredsearch property, and enter an additional property into the next property line The Andoption identifies that content should be returned only if both constraints are met, whilethe Or option specifies that content should be returned if any constraint is met

3. For People searches, click the People tab, and either enter the details to search in the generalsearch box or click the Search Options link and enter the appropriate search criteria informa-tion including any combination of First Name, Last Name, Department, Title, Responsibilities,Skills, and Memberships

4. Once all search requirements have been entered, click the Search button to perform thesearch

The search results page will be presented containing references to all items satisfying thesearch criteria.

Working with Search Results

Whether you perform a simple or advanced MOSS search, the results that meet the search criteria are

listed on the search results page Search results are listed with the name of the item returned along

with the author, the date the item was last modified, and a view of sections in the item containing the

entered text You can click any of the listed results to access the associated item You can also click the

Alert Me link to configure an alert for the search that was performed We will discuss alerts in more

detail in Chapter 9

Search Scopes

Search scopes define a subset of indexed content to search across They are used to limit the content

across which a search is performed For example, search scopes would be useful if a company’s legal

department frequently searches for contracts and contract amendments and these items are stored

within a specific set of locations either in SharePoint or some other indexed locations To help the

legal group, so that when they perform a search they do not get back items in locations other than

the contract and amendment stores, you can configure a search scope that only includes the

loca-tions where these items are known to be saved This will allow the legal staff to select this scope when

performing a search, automatically limiting the returned items to items in the defined locations

Search scopes can be selected for simple or advanced searches, as we discussed previously

They are managed by site collection administrators from the Site Settings page of the top-level site

Creating Search Scopes

To create a new search scope, follow these steps:

1. Navigate to the Site Settings page for the top-level site in the portal

2. On the Site Settings page, in the Site Collection Administration section, click the SearchScopes link

3. On the View Scopes page, click the New Scope link

4. On the Create Scope page, provide the following information:

a In the Title and Description section, enter the title for the new search scope This title isthe name used to list the search scope in the simple and advanced search screens Youcan also enter an optional search scope description

b In the Display Groups section, select the display groups in which the search scopeshould be displayed By default, you can select to present the search scope in the Searchdrop-down, and you can select to present the search scope in the Advanced Search

c In the Target Results Page section, you can select the search results page to use whensearching against the search scope You have the option to either use the default searchresults page or enter the path to a separate search results page

d Once all information has been entered, click the OK button

5. On the View Scope page, click the Edit Properties and Rules link for the newly listed searchscope

6. On the Scope Properties and Rules page, in the Rules section, click the New Rule link

7. On the Add Scope Rule page, provide the following information:

a In the Scope Rule Type, select the type of rule to add Rules are used to identify the tent across which an associated search should be performed

con-b For Web Address Rules, in the Web Address section, select the type of web address toenter, and enter the address You can use the Web Address section to define a network,web, or exchange public folder source These items can be entered as a folder path, ahost name, or a domain name

c For Property Query Rules, in the Property Query section, select the property to use todetermine the scope and the value for the property to search across

d For Web Address and Property Query Rules, in the Behavior section, select the rule ditions as results being included that match unless excluded by another rule, all itemsincluded must match the rule, or that items matching this rule should be excluded

con-e Once all information has been appropriately entered, click the OK button

You are returned to the Scope Properties and Rules page, and a search scope update is initiated.After the next content indexing cycle, the search scope will be made available as defined when youcreated it

You can also create a new search scope by making a copy of an existing search scope This isdone by hovering over a listed search scope on the View Scope page and clicking the Make Copyoption from the drop-down item’s list You can then edit the copy of the scope created

Editing Search Scopes

Follow these steps to edit a search scope:

1. Navigate to the Site Settings page for the top-level site in the portal

2. On the Site Settings page, in the Site Collection Administration section, click the SearchScopes link

3. On the View Scopes page, hover over the search scope to edit, and click the Edit Propertiesand Rules link

4. On the Scope Properties and Rules page, do as follows:

a To update Scope Settings, click the Change Scope Settings link in the Scope Settingssection In the Edit Scope section, update the listed information as appropriate, andclick the OK button

b To update rules, you can click an existing rule to update the rule You can click the NewRule link to create a new rule Click the Delete All rules link to remove all existing rules.The search scope is updated, and you are returned to the Scope Properties and Rules section.Deleting Search Scopes

To delete a search scope, follow these steps:

1. Navigate to the Site Settings page for the top-level site in the portal

2. On the Site Settings page, in the Site Collection Administration section, click the SearchScopes link

3. On the View Scopes page, hover over the rule to delete, and select the Delete option

4. On the deletion confirmation screen, click the OK button

The Search Scope is deleted, and the View Scopes page is updated to reflect the change

Search Keywords and Best Bets

Search keywords enable site collection administrators to create definitions for specific words or

phrases These definitions are displayed when a site user performs a search including the keywords

in the search criteria Keywords enable an organization to present important details about specific

topics

Created keywords can be enhanced by associating Best Bet links Best Bets are references tospecific materials that are related to keywords Best Bet links are listed on the search results page

when a search’s criteria include the associated keywords Best Bets allow an organization to assign

important relevant materials to specific possible search phrases to make sure important items are

prominently displayed

For example, keywords and Best Bets would be valuable when you know people will performsearches for travel expense policies You can create a keyword called “travel expenses” and associate

Best Bet links that reference the travel expenses policy site and a the travel reimbursement system

By doing this, you are guaranteeing that searches containing the phrase “travel expenses” will

prominently list links to the travel expense policy site and the travel reimbursement system

Adding Search Keywords

To add a search keyword, follow these steps:

1. Navigate to the Site Settings page for the top-level site in the portal

2. On the Site Settings page, in the Site Collection Administration section, click the Search words link

Key-3. On the Manage Keywords page, click the Add Keyword link

4. On the Add Keywords page, enter the following information:

a In the Keyword Information section, enter the keyword phrase and any synonyms forthe entered phrase

b In the Best Bets section, to add Best Bets, click the Add Best Bet link; enter the Best BetURL, title, and description into the Add Best Bet window, and click the OK button Youcan then order the Best Bet options that you have added

c In the Keyword Definition section, you can enter optional text to display along withkeywords on the search results page

d In the Contact section, enter the name of the contact person for the keywords This isthe individual to contact if the review date is passed

e In the Publishing section, enter the Start Date, the optional End Date identifying whenthe keywords should be available in the search results, and the Review Date when thekeywords should be reviewed by the contact

f Once all information has been entered, click the OK button

The keyword is entered, and you are returned to the Manage Keywords page

Editing Search Keywords

Edit an existing search keyword as follows:

1. Navigate to the Site Settings page for the top-level site in the portal

2. On the Site Settings page, in the Site Collection Administration section, click the Search words link

Key-3. On the Manage Keywords page, hover over the keyword to edit, and click the Edit option.

4. On the Edit Keyword page, update the following information as necessary:

a In the Keyword Information section, update the keyword phrase and any synonyms forthe entered phrase

b In the Best Bets section, to add Best Bets, click the Add Best Bet link; enter the Best BetURL, title, and description into the Add Best Bet window; and click the OK button Toremove a Best Bet, click the Remove link next to the Best Bet that you want to remove

To reorder Best Bets, change the Order value

c In the Keyword Definition section, you can update the optional text to display alongwith keywords on the search results page

d In the Contact section, update the name of the contact person for the keywords

e In the Publishing section, update the Start Date, the optional End Date identifyingwhen the keywords should be available in the search results, and the Review Date whenthe keywords should be reviewed by the contact

f Once all information has been updated appropriately, click the OK button

The keyword is updated, and you are returned to the Manage Keywords page

Deleting Search Keywords

To delete a search keyword, follow these steps:

1. Navigate to the Site Settings page for the top-level site in the portal

2. On the Site Settings page, in the Site Collection Administration section, click the Search words link

Key-3. On the Manage Keywords page, hover over the keyword to delete, and click the Delete option

4. On the deletion confirmation screen, click the OK button

The keyword is deleted, and the Manage Keywords page is refreshed to reflect the change

Searchable Columns

By default in a SharePoint environment, all list and library columns are searched across when asearch is performed Site administrators can select list and library columns within specific sites thatshould not be included in searches This allows you to track information in a list or library columnbut not have that information used when searches are performed As an example, this would beuseful when a list or library has a general comment field expected to contain information that, ifsearched within, would result in inappropriate items returned By removing this field from thesearchable columns, you ensure the information it contains will not contaminate search results.Use the following steps to update searchable columns:

1. Navigate to the Site Settings page for the site where you wish to update column searching

2. On the Site Settings page, in the Look and Feel section, click the Searchable Columns link

3. On the Search Settings for Fields page, check or uncheck the NoCrawl box in front of theappropriate listed columns, and click the OK button

The searchable columns are updated, and you are returned to the Site Settings page

Search Settings

Site collection administrators also have the ability to change general search settings within the

SharePoint environment This includes identifying if custom scopes and Search Center features

should be made available and identifying what page to use as the search results page By default,

custom scopes and the Search Center are enabled in a SharePoint environment

To modify the search settings, follow these steps:

1. Navigate to the Site Settings page for the top-level site

2. On the Site Settings page, in the Site Collection Administration section, click the SearchSettings link

3. On the Search Settings page, you can select to use Search Center or the standard searchresults page Next, click the OK button

The search settings changes are saved, and you are returned to the Site Settings page

Managing Site Look and Feel

In Chapter 2, we discussed how you can tailor the look and feel of your SharePoint environment by

leveraging site templates, updating the site logo, and changing site themes MOSS provides

addi-tional look and feel management tools that give you more control over the layout of your SharePoint

environment These tools allow you to perform the following actions:

• Define a custom welcome page: The welcome page is the page presented as the portal home

page when you navigate to a site

• Restrict site and page templates that can be used within a site: You can force users to use only

a subset of the available site templates when creating sites or page layouts when addingpages within a site

• Select from additional site templates provided as part of MOSS: Several new site templates

that provide varied looks are introduced with MOSS

• Set master pages used by sites: Master pages are the core site and page definitions used to

determine pages’ overall layout and design

Defining the Welcome Page

The welcome page is the initial page displayed when you navigate to a site MOSS provides

capabili-ties to SharePoint that allow you to select the site’s welcome page Instead of the initial page being

the site’s default.aspx page, you can have the entry page be any other page created within the site

In fact, the initial welcome pages for many of the MOSS sites we mentioned earlier are not the

stan-dard default.aspx pages, instead they are pages located in the Pages library within the site Being

able to change the welcome page for a site to be a page within a site library allows you to apply

con-tent approval and management rules to this page as you would other site concon-tent

To update the default welcome page for a site, follow these steps:

1. Navigate to the Site Settings page for the site where you wish to update the welcome page

2. On the Site Settings page, in the Look and Feel section, click the Welcome Page link

3. On the Site Welcome Page screen, enter the URL for the welcome page for the site, or clickthe Browse button to select the appropriate page Next, click the OK button

The site welcome page is updated, and you are returned to the Site Settings page.

n Note Updating the welcome page within a site is only available when the Office SharePoint Server Publishingfeature is active We discussed managing site features in Chapter 2 and will discuss the additional site featuresprovided with MOSS later in this chapter

Page Layouts and Site Templates

MOSS gives site owners the ability to control page layouts and site templates used within a sitewhen creating pages and subsites For page layouts, you can choose if people creating new pagescan select from any available layout or if only specific page layouts should be made available foruse You can also determine if subsites under the current site should be limited to using the speci-fied page layouts This capability is useful in situations where the site should only contain a specifictype of content, such as press release sites For press release sites, you can restrict the available pagetemplates to include only those meeting your organization’s press release formatting requirements.With site templates, you have a similar ability as with page layouts in that you can select if sub-sites created under the current site can leverage any of the available site templates or if only specificsite templates should be made available for use You can also determine if these settings should beinherited by subsites under the current site These capabilities are useful when you need to delegatesite creation rights to users but want to restrict their options An example where this would be thecase is when you have an Enterprise Projects site under which users will create a site to manageeach project You can create a template for project sites that includes the resources that should beincluded as part of a project site You can then restrict the list of available site templates in theEnterprise Projects site to only the project site template you created This ensures all project siteswill be created based on the appropriate template

Follow these steps to update page layout and site template settings:

1. Navigate to the Site Settings page for the site where you wish to update the page layouts andsite templates settings

2. On the Site Settings page, in the Look and Feel section, click the Page Layouts and Site plates link

Tem-3. On the Page Layout and Site Template Settings page, do the following:

a In the Subsite Templates section, select “Subsites can use any site template” or “Subsitescan only use the following site templates”, and choose the templates that should bemade available You can also indicate if you want to reset all subsites to inherit thesepreferred subsite template settings

b In the Page Layouts section, select “Pages in this site can use any layout” or “Pages inthis site can only use the following layouts”, and choose the layouts that should bemade available You can also indicate if you want to reset all subsites to inherit thesepreferred page layout settings

c Once all of the options are appropriately updated, click the OK button

The page layout and site template settings are saved, and you are returned to the Site Settingspage

n Note The page layout and site template options are only available when the Office SharePoint Server

Publish-ing Infrastructure site collection feature is enabled We discussed managPublish-ing site collection features in Chapter 2

We will discuss the site collection features introduced with MOSS later in this chapter

Master Pages and Style Sheets

Master pages define the general structure and layout of SharePoint site pages SharePoint pages are

designed to leverage master pages, so that sets of pages can have the same structure and layout and

so that any changes to this structure and layout can be made in a central place The changes made

will apply to all of the associated pages When you make a change to a master page, such as adding a

logo or changing the page format, that change is reflected across all of the site pages that are

associ-ated with that master page

Style sheets are used in conjunction with master pages to define the specific color schemes,fonts, and backgrounds used in the site pages Site managers have the ability to change the style

sheet used by a site to change the colors, fonts, and backgrounds within the site This allows site

managers to easily update SharePoint to conform to their organization’s corporate identity

Update master pages and the style sheet for a site as follows:

1. Navigate to the Site Settings page for the site where you wish to update the master page andstyle sheet settings

2. On the Site Settings page, in the Look and Feel section, click the Master Page link

3. On the Site Master Page Settings page, make the following selections:

a In the Site Master Page section, select the master page to use in this site, and select if allsubsites should inherit this Site Master Page setting

b In the System Master Page section, select the master page to use for form and viewpages within the site, and select if all subsites should inherit this System Master Pagesetting

c In the Alternate CSS URL section, specify if the default style sheet should be used for thesite or if an alternative style sheet should be used If you specify to use an alternativestyle sheet, you must specify the file to reference and select if you want to reset all sub-sites within this site to use the defined alternate style sheet

d Once all of the necessary changes have been made, click the OK button

The changes you made are saved, and you are returned to the Site Settings page

MOSS Site Templates

In Chapter 2, we discussed the standard Team Site, Document Workspace, Wiki Site, Meeting

Work-space, and Blog Site templates When MOSS is introduced, additional site templates are also made

available These MOSS templates are provided to assist in the creation of sites that combine various

SharePoint capabilities to meet specific purposes In this section, we will discuss these MOSS

tem-plates, their purposes, and their layouts In some cases, we have already seen sites based on MOSS

site templates These sites were included as the standard sites created as part of the collaboration

and publishing portals

Document Center Template

Earlier in this chapter, we discussed the Document Center site that is created as part of the ration portal; Figure 3-2 shows the Document Center site The Document Center template allowsyou to create sites designed to be central locations to manage documents These sites includeresources and configurations that support managing large volumes of content

collabo-The content area of a site created from the Document Center template is broken down into aleft and right zone where the content elements are placed Figure 3-16 shows the content area struc-ture of a document center site

Figure 3-16.A Document Center site content area

The Document Center site template includes the components listed in Table 3-1

Table 3-1.Document Center Template Components

Item Type In Quick Launch In Content Area

Libraries and Lists

Web Parts

Relevant Documents Relevant Documents web part N/A Yes (left zone)

Records Center Template

The Records Center site template is used to create sites designed to track and store all types of pany records These records may be in the form of documents or e-mail correspondence This site isconfigured to receive e-mail messages or have documents directly uploaded

com-Records center sites contain the resources necessary and are structured to enable you to figure rules that will allow items added either via e-mail or directly posted to be properly

con-categorized and routed to the appropriate storage locations This is handled using the SharePoint

document workflow capabilities A record center site includes a Records Routing list that can is used

to identify the types of records that will be tracked and the routing rules content should follow This

site also contains several libraries where the content can be routed based on its status:

Hold Reports: Location for items that should be held before final processing Reports may need

to be held for a variety of business reasons, such as waiting for a date to be reached or for somefinal, required business approval before it can be released

Missing Properties: Location for items that are missing attributes These items require a review

by individuals who have the information needed to populate the missing attributes before theitem continues through its routing process

Records Pending Submission: Location for routing records that are waiting on final submission.

Unclassified Reports: Location for storing items that do not meet any record routing rules These

are items that fall outside of the expected records or that cannot be automatically classified

These libraries, in conjunction with their supporting lists within the site, are used to categorizeand route records Their information is verified to make sure it is accurate and complete prior to

being placed in a final storage location To configure proper routing of information into these

vari-ous libraries or other libraries you might create within a Record site, you would use the SharePoint

workflow capabilities to create the appropriate routing rules We will discuss the SharePoint

work-flow capabilities in detail in Chapter 7

Figure 3-17 shows the default Record Center site, and the components that make up this siteare listed in Table 3-2

Figure 3-17.A Record Center site

Table 3-2.Record Center Template Components

Item Type In Quick Launch In Content Area

Libraries and Lists

Submission

Records

The Record Center site template includes a two-zone content area (with a left and a right zone),similar to that of the Document Center template This area contains the items needed to get youstarted working with a record center Figure 3-18 depicts the content area of a Record Center site

Figure 3-18.A Record Center site content area

Personalization Site Template

The Personalization Site template is used to create a site that presents information specific to theuser accessing the site You can configure a personalization site to target information to specific sets

of users This is done by creating personalized views of available information Personalization sitesprovide easy access to the current user’s My Site by placing a link to their My Site in the site’s naviga-tion bar Personalization sites can also be pinned to your My Site making them available in the MySite’s menu bar We will discuss My Site and personalization features in more detail in Chapter 9

The creation of the personalized views of information in the personalization site is handledthrough filters you apply within the site The initial configuration of these sites includes an initial

set of filters Figure 3-19 depicts the default layout of a personalization site, and Table 3-3 describes

the elements making up a personalization site

Figure 3-19.A personalization site

Table 3-3.Personalization Site Template Components

Item Type In Quick Launch In Content Area

Libraries and Lists

Web Parts

Profile Property Filter Current User Filter N/A Yes (top zone, hidden)

Personalization Sites

A personalization site’s content area is made up of a four-zone structure used to store and age information This structure includes a top zone, left and right zones below the top zone, and a

man-bottom zone located below all of the other zones This structure allows for significant flexibility when

organizing information within the site Figure 3-20 depicts the content area for a personalization site

Figure 3-20.A personalization site content area

Site Directory Template

The Site Directory template can be used to create a site used to list and categorize sites within theSharePoint environment We discussed the site directory created as part of the default collaborationportal earlier in this chapter In that section, we described the general breakdown of the site direc-tory and the following three default views of sites provided in the site directory:

• Categories: Lists the categories and category values to which sites have been assigned and

allows for the selection of a category value to view the associated sites

• Top Sites: Lists the sites that have been flagged as Top Sites or sites that are of note

• Site Map: Used to view a list of all available sites within the environment

Figure 3-8 depicts the default layout of the site directory, and Table 3-4 lists the componentsmaking up the site directory

Table 3-4.Site Directory Tempate Components

Item Type In Quick Launch In Content Area

Libraries and Lists

Web Parts

Tool Part

A site directory site is designed to show different pages based on the tab selected The tab bar,the site description, and the page name information all fall outside of web part zones in the content

area This means that these items cannot be moved or removed from the page However, web part

zones are also available that allow these pages to be customized Figure 3-21 shows the content area

for the site directory

Figure 3-21.A site directory content area