Microsoft SharePoint 2003 Unleashed, 2/e

Description:

As businesses attempt to maximize every employee hour, knowledge management and collaboration tools like SharePoint 2003 have become more popular. Now businesses turn their attention to maximize this tool. Microsoft SharePoint 2003 Unleashed, Second Edition can show you how to do this. Revised based on reader feedback, this new edition delves into the power of SharePoint 2003 by going deep inside topics that include:

• Migrating to SharePoint 2003
• Planning and Implementing a SharePoint 2003 Environment
• Managing a SharePoint 2003 Environment
• Extending the SharePoint 2003 Environment

SharePoint 2003 technologies are designed to make it easier for everyone on a network to find and manage information. Microsoft SharePoint 2003 Unleashed, Second Edition makes it easier to get there.

 

 

Table of Contents:

Introduction.

      Book Highlights

I. SHAREPOINT 2003 OVERVIEW.

1. SharePoint Portal Server 2003 and Windows SharePoint Services Technology Primer.

      The Challenge of Managing Documents and Data

        The Drawbacks of Network Drives and File Folders

      New Collaboration Challenges

        The Complexities of Sharing Documents

      Providing Knowledge Management and Collaboration Toolswith Portals

      Meeting Market Demands with SharePoint

        Server Requirements

        Database Options

        Web Parts Defined

        Client Requirements

      Comparing Windows SharePoint Services and SharePoint Portal Server 2003

        Reviewing the Components of a Windows SharePoint Services Website

      An Overview of Windows SharePoint Services' Capabilities

        Creating a Windows SharePoint Services Document Workspace

        Exploring the Features of a Windows SharePoint Services Workspace

        An Overview of the Document Library Web Part

        Reviewing Additional Windows SharePoint Services Lists

      Exploring the Capabilities of SharePoint Portal Server 2003

        An Overview of Personal Sites on the Portal

        An Overview of Portal Areas

        SharePoint Portal Level Searching

        SharePoint Portal Server 2003 Audiences

      Integrating SharePoint 2003 with Microsoft Office Products

        Workspaces from Outlook

        Public Folder Integration with SharePoint

      Scaling SharePoint Portal Server 2003 by Creating Server Farms

      Backward Compatibility with SharePoint Portal Server 2001

      Single Sign-on with SharePoint Portal Server 2003

      Windows SharePoint Services and SharePoint Portal Server 2003 Management Tools

      Summary

      Best Practices

2. What's New in SharePoint Portal Server 2003 and Windows SharePoint Services.

      Microsoft's Evolving Collaboration and Document Management Strategy

        Understanding the Original SharePoint Team Services

        Understanding the Original SharePoint Portal Server

        What Happened to the First Generation SharePoint Products?

        Microsoft's Current SharePoint Technology Direction

      Clarifying the New and Revised Terminology of SharePoint

        Replacing Roles with Site Groups

        Enhancing the Alerting Process

        Understanding the New Audience Feature

        Understanding Topics

      Getting to Know the New and Improved Features for Administrators

        Improvements in User and Group Management

        Improvements in Site Management

        Enhancements in SharePoint 2003 Security

        New Installation and Administration Features

        Introduction of Single Sign-On Capabilities

        Additional New Administrative and Management Features

      Exploring the New and Improved Features for End Users

        Expanding Document Management Capabilities

        Improvements in the Search Process

        Introducing Meeting Workspaces

        Taking Advantage of Personal Sites

        Integrating with Microsoft Office 2003

        Facilitating Personalization

        Taking Advantage of Lists

        Additional New and Enhanced End User Features

      Customizing and Enhancing SharePoint

        Using the Browser to Customize SharePoint

        Development Enhancements for Site Templates

        Expanding on Microsoft Office Components

        Improving on FrontPage 2003 Integration

        Enhancing and Expanding SharePoint with Third-Party Applications

      Summary

      Best Practices

3. Understanding Organizational Uses of SharePoint Technologies.

      Determining Who the Solution Is for and How They Will Use It

      Defining the Goals for the Implementation

      Network Upgrades May Be Required

      Sample Windows SharePoint Services Implementations

        Using Windows SharePoint Services with WMSDE

        Using Windows SharePoint Services with SQL Server 2000

        Windows SharePoint Services Server Farms

      Primary Uses of Windows SharePoint Services

        Collaborating with Workspaces

        Collaborating Using Team or Project Sites

        Searching in Windows SharePoint Services Sites

        Staying in Touch with Changes Through Alerts

      Sample SharePoint Portal Server 2003 Single Server Implementations

        Using SharePoint Portal Server 2003 on a Single Server with SQL Server 2000

      Sample SharePoint Portal Server 2003 Server Farm Implementations

      Standard Uses of SharePoint Portal Server 2003

vMaking Department-Level Information Available Using Departmental Sites

        Using a SharePoint Portal to Replace an Intranet

        Communicating with Partners and Customers Through a SharePoint Extranet

        Hosting SharePoint Sites on the Internet

        Organizing Information into Areas

        Discovering Information Using Search

        Getting Information from Users

        Customizing the Personal Site to Meet Individual Needs

      Expanding SharePoint by Integrating with Other Applications

        Accessing Information Using the PivotView and SpreadSheet Components

        Incorporating Web Pages Using the Web Capture Web Part

        Retrieving Stock Quotes with the Quick Quote Web Part

        Accessing Microsoft Great Plains for Accounting Data

      Leveraging Complementary Microsoft Products with SharePoint 2003

      Leveraging Third-Party SharePoint Add-ons

        Data Roll-ups

        Enhanced Navigation Tools

        Workflow Solutions for SharePoint

      Summary

      Best Practices

II. PLANNING AND IMPLEMENTING A SHAREPOINT 2003 ENVIRONMENT.

4. Planning and Designing the SharePoint 2003 Infrastructure.

      Engaging in a Successful Design and Implementation Process

        Creating the Right Team for the Discovery Process

        Organizing Information for the Discovery and Design Process

        Compiling the Discovery Information

        High-Level Goals for the SharePoint 2003 Project

      Software Design Decisions

        Windows SharePoint Services Versus SharePoint Portal Server 2003

        Domain Account Mode or Account Creation Mode

        Choosing the Windows Server 2003 Platform

        Considering the Microsoft Small Business Server

        Choosing the Version of the SQL Database to Install

        Understanding SQL Server 2000 Licensing

        Choosing Between SQL Server Standard and Enterprise Editions

        Comparing MSDE and WMSDE

      Making Hardware Design Decisions

        Recommended Single Server Configuration

        Recommended Small Server Farm Configurations

        Medium and Large Server Farm Configuration Options

        Medium and Large Server Farm Load Balancing Options

        Designing Multiple Portal Sites and Using Shared Services

        Deciding on a Single Portal or Multiple Portals

        Using Shared Services to Manage Server Farms

        Backward-Compatible Library Design Considerations

      Calculating the Number of Users a Server Can Support

        Other Considerations in SharePoint Farm Sizing

        Capacity and Scaling Limits for Windows SharePoint Services

      Providing Secure Access to SharePoint 2003 Sites

        Securing the SharePoint 2003 Environment

        SharePoint 2003 Authentication Overview

        Determining Which Types of Files to Block

        Deciding Whether to Permit Anonymous Access

        Use of Microsoft Single Sign-On Service

        Backing Up the SharePoint 2003 Environment

        Virus Protection

      Summary

      Best Practices

5. Planning and Designing the SharePoint 2003 User Environment.

      Key Components of the User Environment Design Process

        Prioritizing the Goals for the Design of the SharePoint 2003 Environment

        Identify the Key Users

        Clarifying the Testing Process

      Designing the Windows SharePoint Services Environment

        Defining the Top-Level Sites

        Choosing Web Parts for the Sites

        Creating Custom Lists

        Crafting the Appropriate Groups and Security Settings for the Site Collection

        Defining the Site Management Roles

        Additional Decisions to Make for Site Collections

        Using Site Templates

        Using Site Definitions

      Designing the SharePoint Portal Server 2003 Portal Environment

        Replacing Existing Functionality with the Portal

        Defining the Areas for the Portal

        Designing Areas and Subareas for the Organization

        Controlling Access to Areas and Subareas on the Portal

        The Power of Personal Sites (My Sites)

        Controlling the Creation of Sites Through Self-Service Site Creation

        Using Portal Listings and Groups to Extend the Functionality of Areas

        Portal Level Lists and Libraries

        Providing Targeted Content in Portal Areas

        Considering Branding of the SharePoint 2003 Environment

        Determining Which Content Sources to Search and Index

      Filling the Management Roles

        Additional High-Level Management Tasks

      Planning for Microsoft Office Product Integration

      Providing the Correct Level of Training

      Documenting the Design Decisions

      Summary

      Best Practices

6. Installing SharePoint Portal Server 2003 and Windows SharePoint Services.

      Laying the Foundation with Windows Server 2003

        What's New in Windows Server 2003

        Enhancements to Internet Information Services 6.0

        Deciding Whether to Upgrade to Windows Server 2003 from a Previous Version

        Upgrading from Previous Versions of SharePoint Products

      Installing Windows Server 2003

        Configuring the Server as an Application Server

        Enabling HTTP Compression

        Activating Remote Administration

        Running and Configuring the Windows Update

        Installing Windows Server 2003 SP1

        Configuring the Automatic Update Process

      Installing Windows SharePoint Services with WMSDE

      Installing Windows SharePoint Services to Connect to an Existing SQL Database

      Installing SharePoint Portal Server 2003 and MSDE

      Installing SharePoint Portal Server 2003 and SQL Server 2000

        Installing SQL Server 2000

        Install SQL Server SP4

        Installing SharePoint Portal Server 2003 After SQL

      Installing SharePoint Portal Server 2003 to Connect to an External SQL Database

      Installing SharePoint Portal Server 2003 in AD Account Creation Mode

      Additional Features on the Installation CD

      Running the Microsoft Baseline Software Analyzer After the Server Is Configured

      Coexistence with Other Microsoft Server Products

      Troubleshooting the Base Installation of SharePoint

        Using the SharePoint Configuration Analyzer

        Checking the Event Viewer for Errors

        Check the Services Running

        Check IIS 6.0

        Review Internet Explorer Settings

      Uninstalling SharePoint 2003

        Document the Server Configuration

      Summary

      Best Practices

7. Configuring Client Access to SharePoint Resources.

      Four Different Options for Configuring SharePoint 2003 Client Access

        Restricting SharePoint 2003 Access to Internal Users

        Allowing External Access to SharePoint 2003 to Employees

        Allowing External Access to SharePoint 2003 to Employees and Partners

        Allowing External Access to SharePoint 2003 to Employees, Partners, and Customers

      Additional Client Access Decisions

        Deciding Whether to Support Non-Windows Platforms

        Deciding Whether to Support Non-Microsoft Browsers

        Deciding Whether to Support SharePoint Portal Server 2001 Document Libraries

      SharePoint 2003 Client Access Requirements

        Hardware Requirements and Recommendations

        Comparing Internet Explorer and Netscape Navigator Web browsers

      Client Requirements for Accessing SharePoint 2001 Document Libraries

      Using Internet Explorer 6.0 to Access SharePoint 2003 Sites

        Basic Settings to Apply to Internet Explorer 6.0

        Managing Temporary Internet Files

        History Feature in Internet Explorer 6.0

        Making Sites Available Offline to Empower Mobile Users

        Fine-Tuning Offline SharePoint 2003 Sites

        Using Web Content Zones in Internet Explorer 6.0

        Using Discussions in Internet Explorer

        Exploring Other Internet Explorer 6.0 Features

      Using Netscape Navigator 7.2 to Access SharePoint 2003 Sites

        Using Netscape Composer to Create Web Pages

      Using My Network Places to Access SharePoint 2003 Sites

      Using Word 2003 to Access SharePoint 2003 Sites

      Configuring an HTML Viewer for SharePoint 2003

      Providing Anonymous Access

      Installing the Client Components for Backward-Compatible Document Libraries

      Providing Support to Clients

      Summary

      Best Practices

8. Migrating from SharePoint 2001 to SharePoint 2003.

      Understanding the Changes in the SharePoint 2003 Technologies

        SharePoint 2003 Storage Technologies

        Differences in Customization and Development Technologies

        Modifications in Services for Managing Documents

        Improving on Scalability and Management Features

      Developing the Migration Strategy

      Migrating Team Services Sites to Windows SharePoint Services

        Configuring the SharePoint Team Services Server Prior to Migration

        Configuring the Destination Server Settings

        Additional Items to Check/Verify

        Using In-Place Migration to Migrate from Team Services to Windows SharePoint Services

        Using a Parallel Migration Strategy to Migrate from Team Services to Windows SharePoint Services

        Using the SharePoint Migration Tool to Migrate Sites

      Migrating from SharePoint Portal Server 2001 to SharePoint Portal Server 2003

        Things to Be Aware of When Migrating from SharePoint Portal Server 2001 to SharePoint Portal Server 2003

        Steps for Migrating from SharePoint Portal Server 2001 to SharePoint Portal Server 2003

        Using the SharePoint Portal Server Upgrade Tool (Upgrade.exe)

      Addressing Elements That Are Not Directly Migrated

        Differences in Role and Rights Definitions

        Features and Customizations of SharePoint Team Services That Do Not Directly Migrate

        Features and Customizations of SharePoint Portal Server 2001 That Do Not Directly Migrate

      Common Migration Issues and What To Do About Them

        Migrating Sites When Using Secure Sockets Layer (SSL) Connections

        Migrating Sites over a Proxy Server Connection

        Migrating Sites Across Domains

        SharePoint Migration Tool Errors

        Alerts Were Not Restored

        Incorrect Creation Times on Surveys and Other Lists

        Incorrect Site Language on the Restored Site

        More Views Exist Than on My Original Site

        Currency Formats Change After Migration

        Entries Have the Created By or Modified By Fields Attributed to the Wrong Person

      Summary

      Best Practices

III. Using SharePoint 2003 Technologies.

9. Using Word 2003, Excel 2003, and Outlook 2003 with SharePoint Technologies.

        Addressing Information Islands

      Reviewing the Components of the New Microsoft Office 2003 System

        The Core Office Applications: Word 2003, Excel 2003, and Outlook 2003

        Specialized Communications Applications: PowerPoint 2003, Publisher 2003, Project 2003, and Visio 2003

        Customized Database Tool: Access 2003

        Website Editing Tool: FrontPage 2003

        New and Powerful Forms Creation Tool: InfoPath 2003

        New Note-Taking Application: OneNote 2003

        Server Components of the Office System 2003

        Microsoft Office System 2003 Bundles

        Using Office 2003 with SharePoint

      Using Office 2000 and XP with SharePoint

        Word 2000 and XP's Collaborative Features

      Reviewing the Integration Between Word 2003 and SharePoint 2003

        Other Shared Workspace Features

        Creating a Document Workspace

        Office 2003 Products and Versioning

        Keeping the SharePoint Version of the Document in Sync with the Network Version

        Saving a Word Document as a Web Page

      Exploring Excel 2003's Integration with SharePoint

        Excel 2000 and XP Collaborative Features

        Excel 2003 Integration with SharePoint

        Publishing a List to SharePoint from Excel 2003

        Importing Excel 2003 Data to a SharePoint List

      Understanding Outlook 2003 Integration with SharePoint

        Outlook as a Document-Management and Collaboration Solution

        Outlook 2003 Integration with SharePoint 2003

        Creating a Meeting Workspace from Outlook 2003

        Exporting Events to Outlook 2003

        Sharing Contacts Between Outlook 2003 and SharePoint 2003

      Summary

      Best Practices

10. Using Other Office 2003 Products with SharePoint Technologies.

      Working with Project 2003 and SharePoint

        Advantages of the Shared Workspace Task Pane in Project 2003

        Publishing Project 2003 Gantt Charts on SharePoint 2003

        Enterprise Use of Microsoft Project 2003

      Integrating Visio and SharePoint

      Using PowerPoint 2003 and SharePoint

      An Overview of OneNote

      An Overview of Publisher 2003

      Using Access 2003 with SharePoint 2003

        Creating an Access Database and Linking it to SharePoint 2003

        Exporting Data to Access 2003 from SharePoint 2003

      InfoPath Integration with SharePoint

      FrontPage 2003 and SharePoint

      Benefits of Using Live