Microsoft Office SharePoint Server 2007 administrators companion phần 1 ppt

Contents at a Glance Part I Planning Your Deployment and Installing Microsoft Office SharePoint Server 2007 1 Introducing Microsoft Office SharePoint Server 2007.. 721 Part V Upgrading

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Copyright © 2007 by Bill English

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Contents at a Glance

Part I

Planning Your Deployment and Installing Microsoft Office

SharePoint Server 2007

1 Introducing Microsoft Office SharePoint Server 2007 3

2 Architecture for Microsoft Office SharePoint Server 2007 21

3 Design Considerations and Deployment 49

4 Multilingual Planning, Deployment, and Maintenance 85

5 Installing Microsoft Office SharePoint Server 2007 119

Part II Administrating and Configuring Your Implementation 6 Performing Central Administration and Operations Configuration 147

7 Application Management and Configuration 189

8 Administrating Personalization and Portal Taxonomies 227

9 Document Management 307

10 Records Management in Microsoft Office SharePoint Server 2007 347

11 Web Content Management and Publishing Features 383

12 Administrating Data Connections 413

13 Performance Monitoring and Microsoft Operations Manager 2005 449

14 Information Security Policies 487

15 Managing Content Types 503

Part III Search, Indexing, and Shared Services Provider 16 Enterprise Search and Indexing Architecture and Administration 555

17 Enterprise Search and Indexing Deployment 619

18 Administrating Shared Services Providers 637

vi Contents at a Glance

Part IV

Integrating Additional Server Platforms

19 Publishing SharePoint Server 2007 Data to Mobile Devices

Through ISA Server 2006 663

20 Excel Services and Building Business Intelligence Solutions 691

21 Administrating Office Forms Server 2007 in Office

SharePoint Server 2007 721

Part V

Upgrading to Microsoft Office SharePoint Server 2007

22 Migrating from Content Management Server 2002 to

Microsoft Office SharePoint Server 2007 759

23 Upgrading from Microsoft Windows SharePoint Services 2.0 795

24 Upgrading from Microsoft SharePoint Portal Server 2003 837

25 Upgrading Site Customizations and Custom Site Definitions

to Microsoft Windows SharePoint Services 3.0 869

Part VI

Extending Microsoft Office SharePoint Server 2007

26 Introducing Features 899

27 Using Microsoft Office SharePoint Designer 2007 with

Microsoft Windows SharePoint Services 3.0 955

28 Implementing Microsoft Windows Workflow Services 1011

29 Microsoft Office SharePoint Server 2007 Web Parts 1045

30 Microsoft Office SharePoint Server 2007 Disaster Recovery 1073

31 Administrating Code Access Security 1101

Table of Contents

Acknowledgments xxxiii

Introduction xxxvii

Part I Planning Your Deployment and Installing Microsoft Office SharePoint Server 2007 1 Introducing Microsoft Office SharePoint Server 2007 3

Microsoft Office SharePoint Server 2007 Product Matrix 4

Portal Services 5

Search and Indexing 7

Content Management 8

Business Forms 10

Business Intelligence 10

Collaboration 11

Improvements in Windows SharePoint Services 3.0 12

Data Platform Improvements 13

Security Improvements 16

Administrator Platform Improvements 17

Summary 20

2 Architecture for Microsoft Office SharePoint Server 2007 21

Enterprise Architecture and Office SharePoint Server 2007 22

Modularity and Reusability 22

Extensibility 22

Scalability 23

Separation of Concerns 23

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viii Table of Contents

The 2007 Microsoft Office System Logical Architecture 23

A Strong Move Toward Service-Oriented Architecture 24

The Services of the 2007 Microsoft Office System 24

What Are the Operating System Services? 25

What Are the Database Services? 25

What Are the Workflow Services? 26

What Are the Supporting Services? 26

What Are the Core Services? 31

Application Pools and Office SharePoint Server 2007 43

Application Pool Architecture 44

Discussion of Application Pool Architecture and Office SharePoint Server 2007 Integration 46

Summary 47

3 Design Considerations and Deployment 49

Understanding the Design Life Cycle 50

Defining the Stakeholders 50

Creating a Problem Statement 51

Defining Objectives 52

Establishing an Administrative Model 52

Identifying Hardware and Software Costs 53

Defining Service Level Agreements 53

Defining Requirements 54

Obtaining Approvals and Implementing the Solution 54

Understanding Your Current Environment 54

Determining Staffing Needs 55

Surveying Current Content 55

Documenting the Network Infrastructure 56

Choosing Server Platforms 57

Identifying Infrastructure Dependencies 57

Windows Server Software 58

Active Directory 58

Domain Name System 58

E-Mail Servers 59

SQL Server 59

Table of Contents ix

Identifying Other Design Considerations 60

Deploying Web Front-End Servers 60

Deploying Query and Indexing Servers 60

Deploying Excel Calculation Services 61

Ensuring Availability and Performance 62

Implementing Web Front-End Load Balancing 62

Implementing Search and Query Server Load Balancing 62

Scaling Excel Calculation Services 63

Designing a Network Infrastructure 63

Considering User Location 64

Performing Capacity Planning 64

Organizing Your Content 65

Reorganizing and Consolidating SharePoint Services 2003 Content 65

Using Enterprise Content Management Services 66

Deploying SharePoint Portals 66

Managing Your Content 67

Using Site Collections 67

Deploying Self-Service versus Administratively Created Sites 68

Using Administrative Delegation 69

Using the Two-Stage Recycle Bin 69

Implementing Mobile Access 69

Connecting to External Data Sources 70

Planning Security 70

Planning and Implementing Security Accounts 70

Securing Internet Information Services 72

Understanding Critical Services Placement 75

Securing the Central Administration Interface 75

Securing SQL Server 76

Securing Extranets and Internet-Facing Collaborative Solutions 76

Extending Existing Web Applications 77

Deploying SharePoint Server Farms 77

Single-Server Deployment 78

Small Server Farms 78

Medium Server Farms 79

x Table of Contents

Large Server Farms 80

Multiple Farms 81

Summary 83

4 Multilingual Planning, Deployment, and Maintenance 85

Multilingual Support in Windows SharePoint Services 3.0 and SharePoint Server 2007 86

Preparing Front-End Servers for Multiple Languages 86

Installing Additional Language Files 87

Selecting a Product Installation Language 87

Understanding Language Template Packs 88

Installing Language Packs on Front-End Servers 89

Uninstalling Language Packs 90

Hosting Sites in Different Languages 90

Creating a Variation Hierarchy of Web Sites 91

Managing Variation Settings 92

Planning Considerations 92

Incorporating Variation Concepts into Planning 94

Planning Variation Configurations 96

Configuring the Variation System 96

Designating Source and Target Sites with Variation Labels 99

Building Sites with the Variation Hierarchy 102

Propagating Content from Source to Target Sites 103

Managing Variation Sites 104

Managing Translations 106

Local Translation Management Tools 106

What Is a Translation Management Library? 107

Creating a Translation Management Library 107

Uploading a Document 111

Completing the Translation Management Workflow Process 112

Customizing a Translators List 113

Forwarding to External Translation Services 113

Identifying Content Needing Translation 114

Using Variation Packaging for Export and Import 114

Deploying Content 116

Summary 118

Table of Contents xi

5 Installing Microsoft Office SharePoint Server 2007 119

The Product Feature Matrix 120

Hardware Recommendations 121

Preparing for Installation 122

Web/Application Server 122

Database Server 122

Active Directory 123

User and Service Accounts 123

Installing SharePoint Server 2007 127

Running Through the Installation 127

Advanced Options 129

Installation Complete 131

The Configuration Wizard 131

Server Farm Connection 132

Create a New Farm 133

Create the Central Administration Web Application 134

Complete Wizard Input 135

Moving to Central Administration 136

Understanding the Default Databases and Changes from the Database Structure in SharePoint Portal Server 2003 136

Modifying Your Farm 139

Adding Servers to Your Farm 139

Understanding How Your Server Has Changed as a Result of Installing SharePoint Server 2007 140

File System Changes 140

Registry Changes 141

Web Sites and Application Pools 141

Removing Servers from Your Farm 142

Installing Windows SharePoint Services 3.0 142

Running Through the Installation 142

Uninstalling SharePoint Server 2007 143

Uninstalling Windows SharePoint Services 3.0 144

Summary 144

xii Table of Contents

Part II

Administrating and Configuring Your Implementation

6 Performing Central Administration and

Operations Configuration 147

Introducing Central Administration 148

Using the Central Administration Home Page 149

Performing Administrative Tasks 150

Understanding the Farm Topology View 153

Using the Central Administration Operations Page 156

Farm-Level Server Management 157

Security Configuration 164

Logging and Reporting 170

Upgrade and Migration 172

Global Configuration 172

Backup and Restore 174

Data Configuration 174

Content Deployment 175

Scenario: Expanding a Server Farm 181

Configuring the Server Farm 181

Configuring the Farm Services 183

Configuring Network Load Balancing 185

Summary 188

7 Application Management and Configuration 189

SharePoint Web Application Management 191

Hosting a Web Application 191

Creating a New Web Application 194

Provisioning a Web Application 204

Additional Web Application Management Settings 205

SharePoint Site Management 212

Create Site Collection 213

Delete Site Collection 214

Site Use Confirmation and Deletion 215

Quota Templates 216

Table of Contents xiii

Site Collection Quotas and Locks 216

Site Collection Administrators 217

Site Collection List 218

Application Security 218

Security for Web Part Pages 219

Self-Service Site Management 220

User Permissions for Web Applications 220

Policy for Web Applications 221

Authentication Providers 222

External Service Connections 223

Records Repository 224

HTML Viewer 224

Document Conversions 225

Workflow Management 225

Summary 226

8 Administrating Personalization and Portal Taxonomies 227

Understanding Taxonomies 229

What Is Taxonomy? 229

Industry Best Practices for Developing a Taxonomy 233

Taxonomy Considerations in Office SharePoint Server 2007 234

Personalization in Office SharePoint Server 2007 239

User Profiles 239

My Sites 239

Configuring Personalization Settings in SSP 239

Configuring and Customizing User Profiles 241

Importing User Profiles 242

Viewing and Editing User Profiles 246

Managing Profile Properties 249

Configuring Profile Property Policies 251

Deleting User Profiles 252

Managing My Sites 253

User Rights for My Site Creation 255

Creating My Sites 257

Social Networking in My Sites 260

xiv Table of Contents

Configuring My Home 260

Configuring My Profile 271

Configuring User Alerts 276

Navigating to Users' My Sites 276

Publishing Links to Office Clients 277

Personalization Links 278

Setting Quotas for My Sites 279

Creating My Sites with Duplicate User Names 281

Deleting My Sites 281

Personalization Sites 282

Searching for People 284

Configuring and Managing Audiences 287

Creating Audiences 287

Setting Audience Compilation Schedule 294

Updating Existing Audiences 295

Targeting Content Using Audiences 296

Introduction to Knowledge Networks 297

Overview of Knowledge Network for Office SharePoint Server 2007 298

Installing and Configuring Knowledge Network for Office SharePoint Server 2007 298

Installing Knowledge Network 300

Configuring Knowledge Network Server for Office SharePoint Server 2007 300

Knowledge Network Database Configuration 302

Knowledge Network Job Configuration 302

Knowledge Network Manage Members Configuration 303

Summary 306

9 Document Management 307

Understanding Informal and Formal Communications 307

Informal Communication 308

Formal Communication 308

The Importance of Document Libraries 309

Working with Document Libraries 311

Opening a Document Library 311

Table of Contents xv

Adding Documents to the Library 312

Working with Documents in the Document Library 316

Managing Document Versioning 318

Using Document Management Site Templates 322

Managing Documents and Workflow 323

Creating Metadata 323

Creating Site Columns 329

Defining Workflow 330

Using Document Templates 335

Converting Documents 336

Integrating with 2007 Microsoft Office System Clients 338

Working with Document Security 339

Using Document Inspector 340

Using Digital Signatures 341

Item-Level Permissions 344

Rights Management Services 345

Summary 346

10 Records Management in Microsoft Office SharePoint Server 2007 347

Introduction to Enterprise Records Management 348

Representative Regulations 349

The Records Management Plan 349

The Compliance Requirements Document 350

Records Management Roles 350

The File Plan 351

Setting Up Records Management in SharePoint Server 2007 353

Creating and Managing Content Types 354

Creating the Records Center 355

Creating Document Libraries 357

Defining Metadata 358

Defining Information Management Policies 359

Configuring the Record Routing Document Library 363

Managing Documents in the Records Center 365

Placing a Hold on Documents 365

Exempting a Document from Expiration Policy 368

xvi Table of Contents

Configuring Security on the Records Center 369

Configuring User and Group Permissions 370

Configuring Policy Settings in Central Administration 371

Creating Policy Templates 372

Submitting Content to the Records Center 373

Submitting Content from Microsoft Exchange and Outlook 375

Submitting Content Using Managed Mail Folders 375

Submitting Content Automatically Through Custom Workflow 375

Submitting Content Programmatically Using the Records Repository Web Service 376

Configuring Document Retention and Disposal 377

Using the Disposition Approval Workflow 377

Configuring Information Management Policy Reporting 379

Configuring Audit Log Reports 379

Configuring Site Collection Auditing 380

Configuring Information Management Policy Usage Reporting 381

Viewing Policy Reports 382

Summary 382

11 Web Content Management and Publishing Features 383

Understanding Web Content Management Sites 384

New Permission Levels and Security Groups 385

Separating Content and Presentation 385

Using Variations 386

Administering Web Content Management Sites 386

Creating Publishing Sites 387

Configuring the Welcome Page 387

Configuring Master Page Settings 389

Managing the Master Page And Page Layout Gallery 390

Managing Site Content and Structure 392

Configuring Navigation Settings 395

Assigning SharePoint Groups and Permission Levels 397

Smart Client Content Authoring 398

Configuring Document Conversion Services 398

Document Converters 400

Table of Contents xvii

Configuring Content Caching 400

Configuring Cache Profiles 401

Enabling Page Output Caching 402

Enabling Disk Caching 404

Publishing a Site Collection 404

Enable the Publishing Feature on the Farm 407

Summary 412

12 Administrating Data Connections 413

What Is the Business Data Catalog? 414

Understanding the Business Data Catalog Architecture 415

Metadata 416

Business Data Catalog APIs 419

Implementing BDC Security Options 420

Authentication Methods 421

Authorization 423

Central Security and Auditing 423

Managing Data Connections 425

Deploying Metadata Package 426

Business Data Actions 431

How to Use Business Data Catalog Features 434

Business Data Web Parts 434

Business Data in Lists 437

Business Data and User Profiles 439

Business Data and My Site 442

Connection Reuse in Excel, SharePoint, InfoPath, and Reporting Services 442

Business Data Catalog and Search 443

Summary 448

13 Performance Monitoring and Microsoft Operations Manager 2005 449

Understanding System Monitor 450

System Monitor 450

Counter Logs 451

xviii Table of Contents

Trace Logs 452

Alerts 453

Preparing to Monitor Performance 454

Monitoring Processor Utilization 454

Monitoring Memory Utilization 455

Monitoring Disk Utilization 456

Monitoring Network Utilization 458

Working with the Performance Tool 461

Customizing the Display 463

Additional Features 465

Microsoft Operations Manager 2005 and SharePoint Server 2007 467

Microsoft Operations Manager 2005 Architecture 468

Microsoft Operations Manager 2005 Components 468

MOM Management Packs 477

Rules 478

Alerts 478

Knowledge 479

Tasks 479

Views 479

Using MOM 2005 to Monitor SharePoint Server 2007 479

Deploying the MOM 2005 Management Packs for SharePoint Server 2007 480

Identifying Computers to Manage 481

Increasing the Size of Log Files 481

Disabling Event Log Replication on Clustered Servers 481

Considering Slow or Expensive Network Links 482

Installing Microsoft Operations Manager 2005 Agents 482

Installing Management Packs 482

Supplementary Management Packs 482

Key Monitoring Scenarios 484

Summary 485

14 Information Security Policies 487

Password Policies 490

Personal Use of Sites 493

Table of Contents xix

Information Storage Policies 495

Administrative Policies 496

Logging Events 496

Authorized Web Parts and Applications 497

Change Control 498

Information Privacy 498

Data Classification Schemes 499

Extranet Considerations 500

Summary 501

15 Managing Content Types 503

Introducing Content Types 503

Understanding Metadata 506

Default Content Types 506

Understanding the Content Type Inheritance Model 508

Understanding Content Type IDs 512

Creating Content Types 513

Permissions for Creating and Modifying Content Types 514

Creating a New Content Type at the Site Level 514

Configuring Columns for Content Types 518

Configuring Document Libraries 521

Configuring Document Library Views for Multiple Content Types 528

Associating Documents with Content Types 529

Uploading Multiple Documents to a Multiple Content Type Document Library 532

Versioning and Modifications to Existing Content Types 532

Creating Content Types when Deploying InfoPath Forms 534

Extending Content Types 534

Attaching Workflow to a Content Type 534

Using Content Types to Format E-Mails 541

Searching by Using Content Types 545

Summary 550

xx Table of Contents

Part III

Search, Indexing, and Shared Services Provider

16 Enterprise Search and Indexing Architecture

and Administration 555

Understanding the Microsoft Vision for Search 556

Crawling Different Types of Content 556

Desktop Search 557

Intranet Search 557

Enterprise Search 557

Internet Search 558

Architecture and Components of the Microsoft Search Engine 558

Crawler Process 561

Indexer Process 562

Understanding and Configuring Relevance Settings 563

Click Distance 563

Hyperlink Anchor Text 564

URL Surf Depth 565

URL Matching 565

Automatic Metadata Extraction 565

Automatic Language Detection 565

File Type Relevance Biasing 566

Search Administration 566

Creating and Managing Content Sources 566

SSP-Level Configurations for Search 577

Managing Index Files 578

Troubleshooting Crawls Using the Crawl Logs 579

Working with File Types 582

Creating and Managing Search Scopes 584

Removing URLs from the Search Results 594

Understanding Query Reporting 595

The Client Side of Search 597

Executing Queries to Query the Index 598

Managing Results 599

Adding Properties to Advanced Search in SharePoint Server 2007 600

Modifying Other Search Web Parts 601

Table of Contents xxi

Server Name Mappings 601

Thesaurus 602

Noise Word File 604

Managing Keywords 604

Working with the Result Set 606

Receiving Notifications from Search Results 608

Customizing the Search Results Page 609

Results Collapsing 612

Finding People in the Search Center 613

Summary 617

17 Enterprise Search and Indexing Deployment 619

Enterprise Search Administration 619

End-User Experience 621

Enterprise Administration for Farms 622

Farm-Level Search Settings 623

Query and Index Servers 627

Shared Services Providers with Search Enabled 627

Choosing a Search Implementation Topology Model 628

Role of the Index Server 628

Role of the WFE Server 628

Role of the Query Server 631

Role of the Database Server 631

Sample Deployment Scenarios 631

Collaboration Sites 632

Enterprise Portal Deployments 632

Internet-Facing Site 634

Disabling Search at the List Level 634

Summary 636

18 Administrating Shared Services Providers 637

Introduction to the Shared Services Provider 637

Configuring an SSP 638

Managing Shared Services Providers 640

Configuring User Profiles, Audiences, and Personal Sites Settings 642

Configuring Search Settings 648

xxii Table of Contents

Configuring Portal Usage Reporting Settings 648

Configuring Audiences Settings 650

Configuring Excel Services Settings 653

Configuring Business Data Catalog Settings 654

Managing SSPs at the Farm Level 654

Creating a New SSP 655

Modifying Web Application Associations 656

Configuring Inter-Farm Shared Services 657

Restoring an SSP 659

Summary 659

Part IV Integrating Additional Server Platforms 19 Publishing SharePoint Server 2007 Data to Mobile Devices Through ISA Server 2006 663

Designing a Secure Mobile Infrastructure 664

Understanding Firewall Configurations 665

Using ISA Server 2006 with SharePoint Server 2007 Implementations 668

Configuring Servers for Secure Mobile Access to SharePoint Data 671

Configuring Windows Mobile Devices to Access SharePoint 688

Summary 690

20 Excel Services and Building Business Intelligence Solutions 691

Understanding Excel Services Components 692

Excel Calculation Services 692

Excel Web Access 692

Excel Web Services 693

Excel Calculation Service Proxy 693

The Report Center Template 693

Configuring Excel Services 693

Enabling Excel Services 694

Configuring a Trusted Connection 694

Table of Contents xxiii

Publishing Workbooks to Excel Services 696

Limiting the Area That Can Be Viewed 698Defining Parameters 699Working with Spreadsheets Through Excel Web Access 700

Viewing a Spreadsheet in the Browser 700Commands Available Within the Browser 702Analyzing Data in the Browser 703Unsupported Features 704Using Excel Services in Dashboards 705

The Excel Web Access Web Part 705Key Performance Indicators Web Parts 706Filter Web Parts 707Configuring Security 707

File Access Security 707Data Access Security 708User Access Security 710Performance Considerations 710

Scaling Excel Services 711Modifying the Default TCP Settings 715Limiting the Number and Duration of Open Sessions 716Accessing Data from Other Sources 717

Trusted Data Providers 719User-Defined Function Assembly 719Summary 720

21 Administrating Office Forms Server 2007 in Office

SharePoint Server 2007 721

Office Forms Server 2007 Features and Enhancements 722

Office Forms Server 2007 Architecture 723Configuring Office Forms Server 2007 725

Authentication, Security, and Forms Server 2007 Web Services Proxy 729

Deploying Forms Server 2007 731

Planning Deployment 732Form Types and Forms Server 2007 734Understanding User-Deployed Forms 735

xxiv Table of Contents

Choosing a Where to Deploy Forms 739Single Site Collection Content Type—User Deployment 740Farm Wide Content Type—Administrative Approved Deployment 745Understanding Security Permissions 749Some Common Rules 750Using Forms that Contain Code 750Using InfoPath Forms in Custom ASP.NET Pages 752Controls Available to Forms Server Forms 752Understanding Browser Compatibility Issues 753Data Connections Used with Forms Server 754Forms Server 2007 Compatibility with InfoPath 2003 755Compatibility with Existing InfoPath 2003 Forms 755Using New InfoPath Forms 756Summary 756

Part V

Upgrading to Microsoft Office SharePoint Server 2007

22 Migrating from Content Management Server 2002 to

Microsoft Office SharePoint Server 2007 759

Why Migrate? 760End Users Can Do More Without Developer Assistance 760Out-of-the-Box Features Replace Customizations 762SharePoint Has More Built-In Capabilities 762Customization in SharePoint Is Less Intensive 762Understanding the Two-Part Migration Process 763Content Migration Phase 763Code Migration Phase 764Understanding Migration Options 765Side-by-Side Migration Option 765In-Place Migration Option 765Incremental Migration Option 766Understanding the Different Types of Migration Tasks 766Administrator-Oriented Migration Tasks 766Developer-Oriented Migration Tasks 766

Table of Contents xxv

SharePoint Server 2007 Content Migration 767

Creating Migration Profiles 768Running Content Migration Jobs 770CMS Assessment Tool 771

Installing and Running the CMS Assessment Tool 772Reviewing CMS Assessment Tool-Generated Reports 779Summary of Migration Steps 788

Planning the Migration 788Preparing for Migration 789Migrating Content Management Server 2002 to

SharePoint Server 2007 791Testing and Deployment 793Summary 793

23 Upgrading from Microsoft Windows SharePoint Services 2.0 795

Understanding Your Upgrade Options 796

In-Place Upgrade 797Gradual Upgrade 798Content Database Migration 798Planning Your Upgrade 799

Microsoft FrontPage Customizations 801Organizing and Resizing Content Databases 802Pre-Upgrade Tasks 803

The Upgrade Process 807

Task 1: Installing Windows SharePoint Services 3.0Binaries—In-Place/Gradual Upgrade Approach 808Task 2: Running the Prescan Tool 811Task 3: Running the SharePoint Products And Technologies

Configuration Wizard 814Task 4a: Upgrading and Migrating Windows SharePoint

Services 2.0 Web Sites—In-Place Upgrade Approach 818Task 4b: Upgrading and Migrating Windows SharePoint

Services 2.0 Web Sites—Gradual Upgrade Approach 821Task 4c: Performing a Content Database Migration 827

xxvi Table of Contents

Post-Upgrade Tasks 830Completing the Windows SharePoint Services 3.0 Installation 830Confirming Upgraded Sites 831Finishing the Upgrade Process 833Redistributing Content or Sites as Needed 834Summary 834

24 Upgrading from Microsoft SharePoint Portal Server 2003 837

Understanding Upgrade Options 838Planning the Upgrade 840Deprecated Features 843Listings 846Sites Directory 847Search 849Shared Services 850Performing Pre-Upgrade Tasks 854Performing the Upgrade Process 857Task 1: Installing SharePoint Server 2007

Binaries—In-Place/Gradual Upgrade Approach 857Task 2: Running the Prescan.exe Tool 858Task 3: Running the SharePoint Products And Technologies

Configuration Wizard 859Task 4a: Performing In-Place Upgrade of SharePoint Portal

Server 2003 Web Sites 862Task 4b: Performing a Gradual Upgrade 864Task 4c: Performing the Content Database Migration 866Performing Post-Upgrade Tasks 867Summary 868

25 Upgrading Site Customizations and Custom Site Definitions

to Microsoft Windows SharePoint Services 3.0 869

Windows SharePoint Services 2.0 Site Definitions and Unghosting 870Custom Site Definitions 873Exploring Windows SharePoint Services 3.0 Site Definitions 875Windows SharePoint Services 2.0 Site Definitions versus

Windows SharePoint Services 3.0 Site Definitions 879

Table of Contents xxvii

Upgrading Your Customized Windows SharePoint Services 2.0

Site Definitions to Windows SharePoint Services 3.0 880

Changing a Windows SharePoint Services 2.0 Site Definition toIncorporate Version 3.0 Functionality 887Upgrading Existing Sites with an Upgrade Schema Definition File 889Upgrading Customized Pages 893The _Layouts Virtual Directory 895Upgrading Web Parts 895Summary 896

Part VI

Extending Microsoft Office SharePoint Server 2007

26 Introducing Features 899

Understanding the Default Feature Files 900

Configuring Feature Components 901

Feature.xml File 901Element files 903Resource Files 906Administering Feature Scope 908

Using Stsadm.exe and Feature Commands 925Permissions for Deploying Features 927Adding Feature Files to a Web Server File Location 927Installing Features 928Activating Features 928Using Activation Dependencies and Scopes 929

xxviii Table of Contents

Deploying Features by Using Solutions 930Deactivating and Uninstalling Features 934Updating an Existing Feature 936Accessing Information with the Feature Object Model 937Creating an Event Handler Feature 938Synchronous and Asynchronous Events 939Building the Solution 940Implementing Feature Events 945Instantiating the SPFeatureReceiver Class Provisioning Callouts 946Including Features in Site Definitions 948Creating a Custom Site Definition 949Adding a Feature to the Site Definition 950Removing a Feature from ONET.XML File 952Summary 953

27 Using Microsoft Office SharePoint Designer 2007 with

Microsoft Windows SharePoint Services 3.0 955

What Is Office SharePoint Designer 2007? 956When Do You Use SharePoint Designer 2007? 957Working with SharePoint Designer 2007 957Opening SharePoint Sites 957Getting to Know SharePoint Designer 2007 958Configuring Contributor Settings 962Adding Contributor Settings to Site Templates 970Creating New Files 970Understanding Master Pages 971Content Pages 972Customize Master Pages 977Customizing a Web Site 981Cascading Style Sheets, WYSIWYG, and Tools 981Site Definition 990Revert To Template 992Working with Data Integration 992The Data Source Library 993Using the Data Form Web Part 1002

Table of Contents xxix

Viewing Reports 1007

Summary 1010

28 Implementing Microsoft Windows Workflow Services 1011

Benefits of Windows Workflow Foundation 1011

Tools for Extending the Workflow Model 1012

Understanding Workflow Architecture 1012

Activity Management 1014Storing Source Files in Document Libraries 1015Workflow Markup Language 1016Compiling Source Files 1016Windows Workflow Authoring 1018

Comparing SharePoint Designer 2007 and Visual Studio

2005 Designer 1019

What Is the Same 1019What Is Different 1020Considerations 1021Building a Workflow by Using SharePoint Designer 2007 1023

Creating a Workflow 1023Customizing the Workflow Initiation Settings 1025Configuring the Predefined Conditions and Activities 1026Generating the Workflow Definition Template and Deploying

the Workflow 1035Using Custom Activities in SharePoint Designer 2007 1037Extending Built-In Business Document Workflows 1039Deploying a Workflow Created with Visual Studio 2005 Designer 1040

Pre-Deployment Tasks 1040Performing Deployment and Activation 1042Post-Deployment Tasks 1042Summary 1043

29 Microsoft Office SharePoint Server 2007 Web Parts 1045

Creating and Modifying Web Part Pages 1045

Adding Web Parts to a Page 1047Using the Web Part Gallery and Advanced Options 1049

xxx Table of Contents

Arranging Web Parts on a Page 1051Methods of Arranging Web Parts 1052Removing Web Parts 1052Modifying Web Part Settings 1052Connecting Web Parts 1055Customizing and Personalizing Web Parts 1056Summary of Built-In Web Parts 1057Libraries 1057Communications 1059Tracking 1059Content Rollup 1060Dashboard 1062Filters 1063Miscellaneous 1066Outlook Web Access 1068Site Directory 1070Summary 1071

30 Microsoft Office SharePoint Server 2007 Disaster Recovery 1073

Understanding and Documenting Your Environment 1074Documenting Your Infrastructure and Plan for Disaster 1074Documenting Your Server Farm Configuration 1076Documenting Your Farm Installation 1080Testing Your Disaster Recovery Plan 1081Backing Up and Restoring SharePoint Server 2007 1081Performing Content Recovery 1082Performing Disaster Recovery 1087Implementing Fault Tolerance 1094Summary 1100

31 Administrating Code Access Security 1101

Architecture and Terminology 1101Identity-Based Security 1102Code Access Security 1102Calculating Permissions for Assemblies 1104

Table of Contents xxxi

Stack Walk Modifiers 1105

Declarative Security 1106

Setting a Secure Default Policy 1109

Configuring Security Settings in the Web.config File 1110

The SafeControls Section 1110

The securityPolicy Section 1112

The trust Element 1113

Understanding Security Policy Files 1114

The SecurityClasses and CodeGroup Sections 1114

The NamedPermissionSets Section 1118

Creating Policy Files 1119

Partially Trusted Callers 1122

Calculating the Required Assembly Permission Set 1122

Summary 1127

About the Author 1129

Index 1133

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Acknowledgments

The book that you’re holding in front of you is the result of many people working long

hours As the principle author on this book project, I am indebted to those who worked

so hard to make this book a reality While my name is on the cover, my efforts pale in

com-parison to others who worked to make this book a reality

First, I’d like to thank my editors at Microsoft Press for their hard work, persistence, and

patience throughout this project I think this is the fourth or fifth book project I’ve

worked on with them since 2000, and all the Press editors have been outstanding people

with whom to work I’ll start by thanking Martin DelRe, the acquisitions editor for this

project He and I started talking about a SharePoint Server 2007 book in mid-2005, and

without his persistence, help, and wisdom in navigating the currents inside Microsoft,

this book might not have happened

Maureen Zimmerman lent her usual expertise in getting the project off to a great start

Karen Szall has seen this project through to completion and didn’t ride my case when we

were way behind getting chapters to her Karen, thanks for knowing when to push and

when not to—that’s a mark of a great editor Melissa von Tschudi-Sutton has been an

incredibly great person with whom to work She was my day-to-day point of contact at

Press for this project and was timely, professional, and genuinely fun to work with

Mel-issa, I hope we can work together on another project in the future

Needless to say, I didn’t write all 31 chapters in this book There were a number of

coau-thors and contributing aucoau-thors The coaucoau-thors on this book were Penny Coventry, Daniel

Webster, Steve Smith, Milan Gross, Kathryn Hughes, and Nikkander and Margriet

Bruggeman The contributing authors for this book included Ben Curry, Laura Derbes

Rogers, Brett Lonsdale, Andrew Connell, Chris McCain, Ken Sproule, William Jackson,

Graham Tyler, Mark Schneider, and Rick Taylor You can view their bios on the About the

Authors page in the back of the book

There were several advantages to working with such a talented group of individuals First,

I can say that this book is really an international effort While it made for interesting

tim-ing on some e-mail messages and chapter deliveries, it was also great to be able to leverage

the talent of great authors and thought leaders from across the globe for this book

xxxiv Acknowledgments

Second, each author was selected to write because she or he had a particular interest inthe subjects they wrote on and demonstrated expertise in that subject area There’s nopossible way I could have produced all of this quality material on my own There is somereally good content in this book, as you'll discover by reading it Every author did a greatjob

Third, there were times when I needed several authors to collaborate to ensure theyweren’t writing overlapping content One of the big challenges in working with a largeauthor crew like this is to ensure that we don’t miss any major topics in the book, that weemphasize the right topics for the intended audience, and that we don’t write overlappingcontent Every time I asked these folks to work together to ensure the right content wasbeing written in the right chapter, they jumped in without complaining and got the issueresolved Not only is that a sign of true professionals, but also the mark of great individ-uals Thank you all for being really great authors with whom to work

There were also a number of people on the product team who offered significant tance in answering questions via e-mail or in person at conferences I’d like to thank theproduct team members, including Cheryl Jenkins, Arpan Shah, Avi Shmueli, Sid Shah,Dan Evers, Sage Kitamon, Luca Bandinelli, Daniel Kogen, Brenda Carter, Joel Oleson,John Norby, Keith Bankston, Samantha Robertson, Steve Tullis, Richard Riley, BradStevenson, Mike Fitzmaurice, Dmitriy Meyerzon, and Mircea Neagovici-Negoescu I want

assis-to personally thank each of you because without your individual assistance at differenttimes during this project, this book would not have the quality of technical detail that ithas Thank you all for giving us great assistance in writing this book!

I’d also like to thank Mitch Tulloch for doing a great job technical editing this book andRoger LeBlanc for copy editing this book Catching mistakes and making us sound muchbetter than we (natively) write, these two guys added significant value to this book

I also want to thank the SharePoint MVPs for their continued participation in this ing software product I am truly honored to be numbered with such an outstandingbunch of people who are very talented and technically savvy I’ve learned from readingyour e-mails and posts during the beta cycle I’ve picked up tips and tricks from youguys—some of which probably found their way into this book I can’t think of a bettergroup of people from whom to learn My challenge now is just to keep up with you all!Also, I genuinely enjoy the process of writing and editing a book and I enjoy meeting thosewho read the book One way for us to meet is by participating together in this book’s Web

excit-site at http://admincompanion.mindsharp.com It is run entirely on SharePoint Server 2007.

At first, the site will be a read-only site, but we’ll work to build interactivity into the site assoon as possible I’ll be visiting there too, so I look forward to seeing and meeting you (vir-tually anyway!)

Acknowledgments xxxv

Back here in the frozen tundra of Minnesota (where summer is the six best days of the

year <grin>), I want to stop and give a special ‘thank you’ to my wife, Kathy Writing is

always time consuming—more so when the author travels as much as I do I’ve learned

that a good author needs a good support structure, and for me that support structure is

my wife Kathy, thanks for being a great friend, a life-long companion, and a person who

loves me unconditionally

I also want to mention several couples whose friendship I enjoy and depend on when

times get tough: Mark and Marcia Schneider, Jay and Dawn Herman, Dave and Merle

McGauvran, Rolf and Sandy Engwall, and Scott and Andrea Preissler Life’s greatest

ful-fillments are found in relationships, not technology, and I’m blessed to have you all in my

life

Contacting the Author

You’re always welcome to contact me at any time by e-mail at bill@mindsharp.com My

(virtual) door is always open, and I will try to respond to your e-mail within 72 hours of

receiving it Thank you for reading this book I hope you enjoy reading it as much as we

enjoyed writing it!

Bill English

MCSE, MCSA, MVP

Maple Grove, Minnesota

November, 2006

Introduction

Welcome to the Microsoft Office SharePoint Server 2007 Administrator’s Companion! If

you’re reading this introduction, chances are good that you’re interested in Office

Share-Point Server 2007 administration As you might suspect, this book is filled with ideas,

tips, “how-tos,” and best practices on planning, deploying, and administrating a

Share-Point Server 2007 farm

But despite the title, we have not assumed that only administrators will pick up this book

and use it You might be a project manager, an information management specialist, a

net-work or SharePoint architect, a developer, a Web designer, or a power user who wants to

learn more about SharePoint Server 2007 administration, design, and best practices We

have written this book with a wide variety of interested readers in mind:

■ Architects will find good information in these pages about how to design a

SharePoint implementation

■ Power users will benefit greatly from reading about site administration, the site

templates that are available, and the Web Parts that ship with this product

■ Content creators will learn how to use document libraries to their full advantage.

■ Project managers will find this a handy reference when working with

SharePoint-oriented projects

■ Information management specialists will find ideas about best practices for

implementation when building taxonomies

■ Compliance specialists can learn how SharePoint Server 2007 works with record

and document management with a view to meeting compliance requirements

■ Web content managers will learn how to publish a Web site from a staging area to

a production area, even if multiple languages are involved in the process

■ Developers will be interested not only in the Microsoft Office SharePoint Designer

and workflow information, but also in how to build sites using features

As you can see, there is solid information in this book for a wide variety of professionals

who will interface with SharePoint Server 2007

xxxviii Introduction

How to Use This Book

This book contains not only great information about designing, deploying, and ing a SharePoint Server 2007 implementation, but also elements like tips, ideas, and bestpractices

manag-Look for book elements such as the following:

Real World

Everyone can benefit from the experiences of others Real World sidebars containelaboration on a theme or background based on the experiences of others whoused this product during the beta testing period

Note Notes include tips, alternative ways to perform a task, or some tion that needs to be highlighted

informa-On the CD On the CD readeraids point to additional information that is vided on the book’s companion CD

pro-Best Practices Best Practices provide advice for best practices that this book’s authors have gained from our own technical experience

Security Alert Nothing is more important than security when it comes to a computer network Security elements should be carefully noted and acted on

Planning As we stress throughout the book, proper planning is fundamental to the smooth operation of any network These boxes contain specific and useful hints to make that process go smoothly

Important Boxes marked Important shouldn’t be skipped (That’s why they’re called Important.) Here you’ll find security notes, cautions, and warnings to keep you and your network out of trouble

Introduction xxxix

What’s In This Book

Microsoft Office SharePoint Server 2007 Administrator’s Companion is divided into six

parts, as follows:

Part I: Planning Your Deployment and Installing Microsoft Office

SharePoint Server 2007

Part I of this book contains five chapters Chapter 1 introduces SharePoint Server 2007

Chapter 2 covers the architecture of SharePoint Server 2007 It discusses how Microsoft

Internet Information Services (IIS) and SharePoint Server 2007 work together to provide

a solid foundation for the features and benefits that ship with SharePoint Server 2007 In

addition, it covers the core, supporting, database, workflow, and operating system

ser-vices that underlie SharePoint Server 2007 and create the environment in which

Share-Point Server 2007 can function effectively

For those needing to understand how to design and architect a SharePoint Server 2007

deployment, Chapter 3 is the chapter you’ll want to read This chapter discusses the

design and architectural choices that you should consider before you implement a

Share-Point Server 2007 deployment It covers defining objectives and requirements You’ll take

a look at your current infrastructure and what this means to a SharePoint Server 2007

deployment This chapter outlines the system dependences of SharePoint Server 2007

and then finishes with some security best practices for your SharePoint Server 2007

deployment

Chapter 4 focuses on the multilingual architecture and planning considerations that you

should think through if you’re going to be working in a deployment that crosses multiple

languages and localizations

Chapter 5 is the chapter you’ll need to read if you want to learn how to install SharePoint

Server 2007 This chapter presents the product matrix and the hardware and software

requirements you’ll need to meet before you install SharePoint Server 2007 It also

describes how to add and remove servers from your farm, the changes that SharePoint

Server 2007 makes to your servers, and how to uninstall SharePoint Server 2007 too, in

case you ever need to do that

xl Introduction

Part II: Administrating and Configuring Your Implementation

Part II begins with Chapter 6 There are two parts to Central Administration: operationsand application management This chapter covers the operations side of Central Admin-istration As part of this discussion, you’ll look at the Home page in Central Administra-tion and at the main administration and configuration areas such as topologymanagement, security configuration, logging and reporting, global configuration, anddata configuration

Chapter 7 focuses on the application management side of Central Administration Thischapter looks at how to create new Web applications, what the best practices are, how tomanage Web applications, and how to configure core farm services It also discussesapplication security, workflow management, and external service connections

Once you’ve finished with Central Administration and configuring core and farm vices, you’ll turn your attention to administrating personalization features and taxono-mies in Chapter 8 You’ll start by looking at what taxonomies are, and then discuss some

ser-of the best practices on how to build them You’ll also look at managing My Sites Thischapter also provides an extended discussion about the Knowledge Network softwarethat can be downloaded and installed with the SharePoint Server 2007 platform It fin-ishes with a discussion about how user profiles and audiences work in SharePoint Server2007

The next two chapters focus on records and document management Chapter 9 includes

a robust discussion on enterprise records management, including an extended sion on the records repositories in SharePoint Server 2007 It also discusses how to securerecords repositories and how to submit content to a records repository

discus-Chapter 10 focuses on document management It discusses document workflow, ment metadata, document versioning, and how the Microsoft Office client fits into theoverall picture It also discusses the document management site template

docu-Chapter 11 shifts gears once again and discusses the staging and publication model forSharePoint Server 2007 This chapter illustrates and describes how to stage a “roughdraft” Web site and then how to publish that Web site to the public You’ll also learn how

to publish individual Web Parts and how to set publishing schedules

Chapter 12 introduces the new Business Data Catalog (BDC) The BDC is a new featurethat is heavily used by a number of other components in the SharePoint Server 2007 fam-ily You’ll learn how to create a BDC, how to manage data connections within the BDC,and how to use BDC’s features This chapter also offers some best practices when itcomes to creating and using the BDC

Introduction xli

For readers who want information on Microsoft Operations Manager (MOM) 2005 and

SharePoint Server 2007, Chapter 13 focuses on performance monitoring using MOM

2005 You’ll learn what a Management Pack is and how to install it You’ll also learn about

the performance monitoring basics and how to troubleshoot problems indicated by

counters whose readings land outside of normal behavior This is an important topic for

any administrator

Chapter 14, “Information Security Policies,” is one that you’ll be tempted to overlook It

is full of dry, boring stuff that you’ll never use—until you need to help your managers

fig-ure out new information security policies in light of a SharePoint Server 2007

implemen-tation Because information security policies form the foundation for security in our

environments, you should read this chapter and get up to speed on some of the policies

that you should consider implementing when you deploy SharePoint Server 2007

The last chapter in this section on administration and configuration is Chapter 15, which

focuses on two new elements: content types and features In this chapter, you’ll learn

what content types and features are, how to work with them, and how to use them

effec-tively in a SharePoint Server 2007 deployment

Part III: Search, Indexing, and Shared Services Providers

Part III of the book focuses on the core services provided by the new Shared Services

Pro-vider (SSP) Chapter 16 focuses on the enterprise search and indexing architecture In

addition, this chapter covers the core technologies on search administration, such as

cre-ating content sources, site path rules, site hit frequency rules, search scopes,

manage-ment properties and other details to search administration

Chapter 17 is a follow up to Chapter 16 It discusses search topology models, sample

deployment scenarios, and using Search as a feature

Chapter 18 focuses on the other administrative options for shared services, including

interfarm shared services It also discusses design and planning issues surrounding

changing SSP associations and running multiple SSPs in a single farm

Part IV: Integrating Additional Server Platforms

This part of the book focuses on integrating additional server platforms into SharePoint

Server 2007 Chapter 19 is a robust chapter on displaying SharePoint Server 2007

tech-nologies on mobile devices Included in this chapter is a discussion of the Microsoft

Office Project Server 2007 mission, its architecture, and how to install it in a SharePoint

Server 2007 environment In addition, you’ll learn how to set up and use Office Project

Server 2007 in your environment

xlii Introduction

Another server platform that can be nicely integrated with SharePoint Server 2007 isMicrosoft Office Excel Calculation Services, which is discussed in Chapter 20 This chap-ter explains how to install and configure Excel Calculation Services, provides an overview

of the components, and discusses how the server interacts with spreadsheets—both thoseconsumed over the Web and those published to the server Moreover, you’ll learn aboutthe Dashboard Web Parts and performance considerations as you work with this serverproduct

Forms now becomes a core feature and component of SharePoint Server 2007, so anentire chapter is devoted to Microsoft Office Forms Server 2007 In Chapter 21, you willlearn about the new features in this server product as well as how to create forms that will

be useful to your environment

Part V: Upgrading to Microsoft Office SharePoint Server 2007

Chapter 22 focuses on upgrading from previous versions of SharePoint Products andTechnologies to the 2007 versions This chapter discusses the tricky upgrade process tomove from Microsoft Content Management Server 2001 or 2002 to Web content manage-ment on SharePoint Server 2007 It discusses how to prepare your site, how to createmigration paths, and how to migrate your Web content The chapter then outlines thepost-migration tasks that should be performed to finish the migration correctly

Chapter 23 focuses on Microsoft Windows SharePoint Services and looks at how toupgrade from version 2.0 to version 3.0 This discussion does not include information onhow to upgrade from SharePoint Portal Server 2003 to SharePoint Server 2007 becausethose scenarios are covered in Chapter 24

Because custom site definitions are a part of many deployments, the need to upgradethose site definitions will be high So Chapter 25 discusses how to migrate site definitions

to SharePoint Server 2007

Part VI: Extending Microsoft Office SharePoint Server 2007

The final part of the book deals with extending SharePoint Server 2007 Chapter 26 startsthis effort by looking at using features to build Windows SharePoint Services sites Chap-ter 27 looks at how to use the SharePoint Designer 2007 to customize and brand sites inSharePoint Server 2007

Chapter 28 drills down into the creation of workflows in SharePoint Server 2007 Whilethe farm management of workflows is discussed earlier in this book, how to create work-flows in the standard site UI and how to build them in SharePoint Designer are discussed

in this chapter

Introduction xliii

The next chapter is one that many have wished would have been written in the last set of

books on SharePoint Chapter 29 will focus on providing an overview of the more

com-monly used Web Parts that ship “in the box” with SharePoint Server 2007 You’ll learn

how to create and modify Web Part pages, how to add and remove Web Parts from a page,

and how to configure the more common settings for Web Parts In addition, the chapter

provides a summary of over 30 common Web Parts that ship with SharePoint Server

2007

Disaster recovery is always saved for the end of a book It’s a tradition, right? So Chapter

30 focuses on disaster recovery methods for SharePoint Server 2007 You’ll learn how to

use the built-in tools to both back up and restore a SharePoint Server 2007 farm, as well

as about fail-over scenarios, IIS backup and restore procedures, and best practices when

it comes to backup and restore

Finally, Chapter 31 looks at a little-known issue that will grow in importance for

admin-istrators and that is Code Access Security (CAS) Increasingly, adminadmin-istrators will be

asked to manage security for code just as they are tasked with securing information

resources Chapter 31 is the first chapter in an administrator’s book that we know of that

focuses completely on this topic from an administrator’s perspective Be sure to read this

chapter You’ll need these skills in your toolbox moving forward

System Requirements

The following are the minimum system requirements to run the companion CD provided

with this book:

■ Microsoft Windows XP, with the latest service pack installed and the lastest

updates installed from Microsoft Update Service

■ CD-ROM drive

■ Internet connection

■ Display monitor capable of 1024 x 768 resolution

■ Microsoft Mouse or compatible pointing device

■ Adobe Reader for viewing the eBook (Adobe Reader is available as a download at

http://www.adobe.com)

About the Companion CD

The companion CD contains the fully searchable electronic version of this book,

addi-tional chapter materials you might find useful, as well as the book’s glossary We’ve also

included several white papers we found useful while we were writing this book