Microsoft SharePoint 2003 Unleashed

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Edition: 2nd
Format: Paperback
Pub. Date: 2005-09-07
Publisher(s): Sams Publishing
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Summary

"Microsoft SharePoint 2003 Unleashed details the vast feature set offered by the SharePoint 2003 products and discusses strategies and processes for best leveraging these features. The standard portal- and site-level features are covered for both the end user and administrators." "This book is for both IT professionals who need to plan, implement, and support a Windows SharePoint Services/SharePoint Portal Server 2003 infrastructure and for non-IT personnel (such as business consultants, business managers, project managers, and knowledge workers) who want to enhance business communications and information flow processes using a collaboration/knowledge management tool."--BOOK JACKET.

Author Biography

Colin Spence has been in the computer industry for over thirteen years and is a senior technology consultant and project manager for Convergent Computing. He focuses on the design, preparation, and execution of business processes in the enterprise.

Michael Noel (MCSE+I, MCSA) has significant experience in the computer industry and has been working with the latest in SharePoint, Windows, Exchange, and Security technologies since their early stages. Michael is the coauthor of SharePoint 2003 Unleashed, Windows Server 2003 Unleashed, and Exchange Server 2003 Unleashed and is working on his next title, ISA Server 2004 Unleashed.

Table of Contents

Introduction 1(1)
Book Highlights
2(1)
Part I SharePoint 2003 Overview
3(84)
SharePoint Portal Server 2003 and Windows SharePoint Services Technology Primer
5(32)
The Challenge of Managing Documents and Data
6(2)
The Drawbacks of Network Drives and File Folders
6(2)
New Collaboration Challenges
8(1)
The Complexities of Sharing Documents
9(1)
Providing Knowledge Management and Collaboration Tools with Portals
9(1)
Meeting Market Demands with SharePoint
10(4)
Server Requirements
11(1)
Database Options
12(1)
Web Parts Defined
12(1)
Client Requirements
13(1)
Comparing Windows SharePoint Services and SharePoint Portal Server 2003
14(3)
Reviewing the Components of a Windows SharePoint Services Website
15(2)
An Overview of Windows SharePoint Services' Capabilities
17(6)
Creating a Windows SharePoint Services Document Workspace
17(1)
Exploring the Features of a Windows SharePoint Services Workspace
18(2)
An Overview of the Document Library Web Part
20(2)
Reviewing Additional Windows SharePoint Services Lists
22(1)
Exploring the Capabilities of SharePoint Portal Server 2003
23(6)
An Overview of Personal Sites on the Portal
25(1)
An Overview of Portal Areas
26(1)
SharePoint Portal Level Searching
27(1)
SharePoint Portal Server 2003 Audiences
28(1)
Integrating SharePoint 2003 with Microsoft Office Products
29(1)
Workspaces from Outlook
29(1)
Public Folder Integration with SharePoint
30(1)
Scaling SharePoint Portal Server 2003 by Creating Server Farms
30(1)
Backward Compatibility with SharePoint Portal Server 2001
31(1)
Single Sign-on with SharePoint Portal Server 2003
31(1)
Windows SharePoint Services and SharePoint Portal Server 2003 Management Tools
31(2)
Summary
33(1)
Best Practices
34(3)
What's New in SharePoint Portal Server 2003 and Windows SharePoint Services
37(24)
Microsoft's Evolving Collaboration and Document Management Strategy
37(4)
Understanding the Original SharePoint Team Services
38(1)
Understanding the Original SharePoint Portal Server
38(1)
What Happened to the First Generation SharePoint Products?
39(1)
Microsoft's Current SharePoint Technology Direction
39(2)
Clarifying the New and Revised Terminology of SharePoint
41(3)
Replacing Roles with Site Groups
42(1)
Enhancing the Alerting Process
42(1)
Understanding the New Audience Feature
43(1)
Understanding Topics
43(1)
Getting to Know the New and Improved Features for Administrators
44(5)
Improvements in User and Group Management
45(1)
Improvements in Site Management
45(1)
Enhancements in SharePoint 2003 Security
46(1)
New Installation and Administration Features
47(1)
Introduction of Single Sign-On Capabilities
48(1)
Additional New Administrative and Management Features
48(1)
Exploring the New and Improved Features for End Users
49(6)
Expanding Document Management Capabilities
50(1)
Improvements in the Search Process
51(1)
Introducing Meeting Workspaces
52(1)
Taking Advantage of Personal Sites
52(1)
Integrating with Microsoft Office 2003
52(1)
Facilitating Personalization
53(1)
Taking Advantage of Lists
53(1)
Additional New and Enhanced End User Features
54(1)
Customizing and Enhancing SharePoint
55(5)
Using the Browser to Customize SharePoint
55(1)
Development Enhancements for Site Templates
56(1)
Expanding on Microsoft Office Components
57(1)
Improving on FrontPage 2003 Integration
58(1)
Enhancing and Expanding SharePoint with Third-Party Applications
59(1)
Summary
60(1)
Best Practices
60(1)
Understanding Organizational Uses of SharePoint Technologies
61(26)
Determining Who the Solution Is for and How They Will Use It
62(1)
Defining the Goals for the Implementation
62(2)
Network Upgrades May Be Required
64(1)
Sample Windows SharePoint Services Implementations
64(4)
Using Windows SharePoint Services with WMSDE
65(1)
Using Windows SharePoint Services with SQL Server 2000
66(1)
Windows SharePoint Services Server Farms
67(1)
Primary Uses of Windows SharePoint Services
68(3)
Collaborating with Workspaces
68(1)
Collaborating Using Team or Project Sites
69(1)
Searching in Windows SharePoint Services Sites
69(1)
Staying in Touch with Changes Through Alerts
70(1)
Sample SharePoint Portal Server 2003 Single Server Implementations
71(1)
Using SharePoint Portal Server 2003 on a Single Server with SQL Server 2000
72(1)
Sample SharePoint Portal Server 2003 Server Farm Implementations
72(2)
Standard Uses of SharePoint Portal Server 2003
74(5)
Making Department-Level Information Available Using Departmental Sites
74(1)
Using a SharePoint Portal to Replace an Intranet
75(1)
Communicating with Partners and Customers Through a SharePoint Extranet
75(1)
Hosting SharePoint Sites on the Internet
76(1)
Organizing Information into Areas
76(1)
Discovering Information Using Search
77(1)
Getting Information from Users
78(1)
Customizing the Personal Site to Meet Individual Needs
78(1)
Expanding SharePoint by Integrating with Other Applications
79(2)
Accessing Information Using the PivotView and SpreadSheet Components
79(1)
Incorporating Web Pages Using the Web Capture Web Part
79(1)
Retrieving Stock Quotes with the Quick Quote Web Part
80(1)
Accessing Microsoft Great Plains for Accounting Data
80(1)
Leveraging Complementary Microsoft Products with SharePoint 2003
81(1)
Leveraging Third-Party SharePoint Add-ons
81(3)
Data Roll-ups
82(1)
Enhanced Navigation Tools
83(1)
Workflow Solutions for SharePoint
84(1)
Summary
84(1)
Best Practices
84(3)
Part II Planning and Implementing a SharePoint 2003 Environment
87(186)
Planning and Designing the SharePoint 2003 Infrastructure
89(32)
Engaging in a Successful Design and Implementation Process
89(4)
Creating the Right Team for the Discovery Process
90(1)
Organizing Information for the Discovery and Design Process
91(1)
Compiling the Discovery Information
92(1)
High-Level Goals for the SharePoint 2003 Project
93(1)
Software Design Decisions
93(8)
Windows SharePoint Services Versus SharePoint Portal Server 2003
94(1)
Domain Account Mode or Account Creation Mode
94(1)
Choosing the Windows Server 2003 Platform
95(2)
Considering the Microsoft Small Business Server
97(1)
Choosing the Version of the SQL Database to Install
98(1)
Understanding SQL Server 2000 Licensing
99(1)
Choosing Between SQL Server Standard and Enterprise Editions
99(1)
Comparing MSDE and WMSDE
100(1)
Making Hardware Design Decisions
101(8)
Recommended Single Server Configuration
102(2)
Recommended Small Server Farm Configurations
104(1)
Medium and Large Server Farm Configuration Options
105(1)
Medium and Large Server Farm Load Balancing Options
106(1)
Designing Multiple Portal Sites and Using Shared Services
107(1)
Deciding on a Single Portal or Multiple Portals
107(1)
Using Shared Services to Manage Server Farms
108(1)
Backward-Compatible Library Design Considerations
108(1)
Calculating the Number of Users a Server Can Support
109(4)
Other Considerations in SharePoint Farm Sizing
112(1)
Capacity and Scaling Limits for Windows SharePoint Services
112(1)
Providing Secure Access to SharePoint 2003 Sites
113(5)
Securing the SharePoint 2003 Environment
114(1)
SharePoint 2003 Authentication Overview
115(1)
Determining Which Types of Files to Block
116(1)
Deciding Whether to Permit Anonymous Access
116(1)
Use of Microsoft Single Sign-On Service
117(1)
Backing Up the SharePoint 2003 Environment
117(1)
Virus Protection
117(1)
Summary
118(1)
Best Practices
118(3)
Planning and Designing the SharePoint 2003 User Environment
121(42)
Key Components of the User Environment Design Process
122(5)
Prioritizing the Goals for the Design of the SharePoint 2003 Environment
122(2)
Identify the Key Users
124(1)
Clarifying the Testing Process
125(2)
Designing the Windows SharePoint Services Environment
127(13)
Defining the Top-Level Sites
127(1)
Choosing Web Parts for the Sites
128(4)
Creating Custom Lists
132(1)
Crafting the Appropriate Groups and Security Settings for the Site Collection
132(5)
Defining the Site Management Roles
137(1)
Additional Decisions to Make for Site Collections
137(1)
Using Site Templates
138(1)
Using Site Definitions
139(1)
Designing the SharePoint Portal Server 2003 Portal Environment
140(16)
Replacing Existing Functionality with the Portal
141(1)
Defining the Areas for the Portal
141(6)
Designing Areas and Subareas for the Organization
147(2)
Controlling Access to Areas and Subareas on the Portal
149(2)
The Power of Personal Sites (My Sites)
151(2)
Controlling the Creation of Sites Through Self-Service Site Creation
153(1)
Using Portal Listings and Groups to Extend the Functionality of Areas
154(1)
Portal Level Lists and Libraries
154(1)
Providing Targeted Content in Portal Areas
154(1)
Considering Branding of the SharePoint 2003 Environment
155(1)
Determining Which Content Sources to Search and Index
155(1)
Filling the Management Roles
156(2)
Additional High-Level Management Tasks
157(1)
Planning for Microsoft Office Product Integration
158(1)
Providing the Correct Level of Training
158(1)
Documenting the Design Decisions
159(1)
Summary
160(1)
Best Practices
160(3)
Installing SharePoint Portal Server 2003 and Windows SharePoint Services
163(40)
Laying the Foundation with Windows Server 2003
164(4)
What's New in Windows Server 2003
164(1)
Enhancements to Internet Information Services 6.0
165(1)
Deciding Whether to Upgrade to Windows Server 2003 from a Previous Version
166(1)
Upgrading from Previous Versions of SharePoint Products
167(1)
Installing Windows Server 2003
168(10)
Configuring the Server as an Application Server
170(1)
Enabling HTTP Compression
171(1)
Activating Remote Administration
172(2)
Running and Configuring the Windows Update
174(1)
Installing Windows Server 2003 SP1
175(2)
Configuring the Automatic Update Process
177(1)
Installing Windows SharePoint Services with WMSDE
178(3)
Installing Windows SharePoint Services to Connect to an Existing SQL Database
181(3)
Installing SharePoint Portal Server 2003 and MSDE
184(3)
Installing SharePoint Portal Server 2003 and SQL Server 2000
187(5)
Installing SQL Server 2000
187(2)
Install SQL Server SP4
189(1)
Installing SharePoint Portal Server 2003 After SQL
190(2)
Installing SharePoint Portal Server 2003 to Connect to an External SQL Database
192(1)
Installing SharePoint Portal Server 2003 in AD Account Creation Mode
193(1)
Additional Features on the Installation CD
193(1)
Running the Microsoft Baseline Software Analyzer After the Server Is Configured
194(1)
Coexistence with Other Microsoft Server Products
195(1)
Troubleshooting the Base Installation of SharePoint
196(3)
Using the SharePoint Configuration Analyzer
197(1)
Checking the Event Viewer for Errors
197(1)
Check the Services Running
198(1)
Check IIS 6.0
198(1)
Review Internet Explorer Settings
199(1)
Uninstalling SharePoint 2003
199(1)
Document the Server Configuration
200(1)
Summary
200(1)
Best Practices
201(2)
Configuring Client Access to SharePoint Resources
203(40)
Four Different Options for Configuring SharePoint 2003 Client Access
204(4)
Restricting SharePoint 2003 Access to Internal Users
204(1)
Allowing External Access to SharePoint 2003 to Employees
205(1)
Allowing External Access to SharePoint 2003 to Employees and Partners
206(1)
Allowing External Access to SharePoint 2003 to Employees, Partners, and Customers
207(1)
Additional Client Access Decisions
208(1)
Deciding Whether to Support Non-Windows Platforms
208(1)
Deciding Whether to Support Non-Microsoft Browsers
208(1)
Deciding Whether to Support SharePoint Portal Server 2001 Document Libraries
208(1)
SharePoint 2003 Client Access Requirements
209(4)
Hardware Requirements and Recommendations
210(1)
Comparing Internet Explorer and Netscape Navigator Web browsers
211(2)
Client Requirements for Accessing SharePoint 2001 Document Libraries
213(1)
Using Internet Explorer 6.0 to Access SharePoint 2003 Sites
213(11)
Basic Settings to Apply to Internet Explorer 6.0
214(1)
Managing Temporary Internet Files
215(1)
History Feature in Internet Explorer 6.0
216(1)
Making Sites Available Offline to Empower Mobile Users
217(3)
Fine-Tuning Offline SharePoint 2003 Sites
220(2)
Using Web Content Zones in Internet Explorer 6.0
222(1)
Using Discussions in Internet Explorer
223(1)
Exploring Other Internet Explorer 6.0 Features
224(1)
Using Netscape Navigator 7.2 to Access SharePoint 2003 Sites
224(2)
Using Netscape Composer to Create Web Pages
226(1)
Using My Network Places to Access SharePoint 2003 Sites
226(1)
Using Word 2003 to Access SharePoint 2003 Sites
227(2)
Configuring an HTML Viewer for SharePoint 2003
229(5)
Providing Anonymous Access
234(3)
Installing the Client Components for Backward-Compatible Document Libraries
237(1)
Providing Support to Clients
238(1)
Summary
239(1)
Best Practices
240(3)
Migrating from SharePoint 2001 to SharePoint 2003
243(30)
Understanding the Changes in the SharePoint 2003 Technologies
243(3)
SharePoint 2003 Storage Technologies
244(1)
Differences in Customization and Development Technologies
244(1)
Modifications in Services for Managing Documents
245(1)
Improving on Scalability and Management Features
245(1)
Developing the Migration Strategy
246(1)
Migrating Team Services Sites to Windows SharePoint Services
247(14)
Configuring the SharePoint Team Services Server Prior to Migration
248(2)
Configuring the Destination Server Settings
250(5)
Additional Items to Check/Verify
255(1)
Using In-Place Migration to Migrate from Team Services to Windows SharePoint Services
256(2)
Using a Parallel Migration Strategy to Migrate from Team Services to Windows SharePoint Services
258(1)
Using the SharePoint Migration Tool to Migrate Sites
259(2)
Migrating from SharePoint Portal Server 2001 to SharePoint Portal Server 2003
261(2)
Things to Be Aware of When Migrating from SharePoint Portal Server 2001 to SharePoint Portal Server 2003
261(1)
Steps for Migrating from SharePoint Portal Server 2001 to SharePoint Portal Server 2003
261(2)
Using the SharePoint Portal Server Upgrade Tool (Upgrade.exe)
263(1)
Addressing Elements That Are Not Directly Migrated
263(6)
Differences in Role and Rights Definitions
264(1)
Features and Customizations of SharePoint Team Services That Do Not Directly Migrate
265(3)
Features and Customizations of SharePoint Portal Server 2001 That Do Not Directly Migrate
268(1)
Common Migration Issues and What To Do About Them
269(2)
Migrating Sites When Using Secure Sockets Layer (SSL) Connections
269(1)
Migrating Sites over a Proxy Server Connection
269(1)
Migrating Sites Across Domains
269(1)
SharePoint Migration Tool Errors
270(1)
Alerts Were Not Restored
270(1)
Incorrect Creation Times on Surveys and Other Lists
270(1)
Incorrect Site Language on the Restored Site
270(1)
More Views Exist Than on My Original Site
270(1)
Currency Formats Change After Migration
270(1)
Entries Have the Created By or Modified By Fields Attributed to the Wrong Person
271(1)
Summary
271(1)
Best Practices
271(2)
Part III Using SharePoint 2003 Technologies
273(246)
Using Word 2003, Excel 2003, and Outlook 2003 with SharePoint Technologies
275(42)
Addressing Information Islands
276(1)
Reviewing the Components of the New Microsoft Office 2003 System
276(4)
The Core Office Applications: Word 2003, Excel 2003, and Outlook 2003
277(1)
Specialized Communications Applications: PowerPoint 2003, Publisher 2003, Project 2003, and Visio 2003
277(1)
Customized Database Tool: Access 2003
277(1)
Website Editing Tool: FrontPage 2003
277(1)
New and Powerful Forms Creation Tool: InfoPath 2003
278(1)
New Note-Taking Application: OneNote 2003
278(1)
Server Components of the Office System 2003
278(1)
Microsoft Office System 2003 Bundles
278(1)
Using Office 2003 with SharePoint
279(1)
Using Office 2000 and XP with SharePoint
280(1)
Word 2000 and XP's Collaborative Features
280(1)
Reviewing the Integration Between Word 2003 and SharePoint 2003
281(18)
Other Shared Workspace Features
285(7)
Creating a Document Workspace
292(2)
Office 2003 Products and Versioning
294(3)
Keeping the SharePoint Version of the Document in Sync with the Network Version
297(1)
Saving a Word Document as a Web Page
298(1)
Exploring Excel 2003's Integration with SharePoint
299(7)
Excel 2000 and XP Collaborative Features
299(1)
Excel 2003 Integration with SharePoint
300(1)
Publishing a List to SharePoint from Excel 2003
300(4)
Importing Excel 2003 Data to a SharePoint List
304(2)
Understanding Outlook 2003 Integration with SharePoint
306(8)
Outlook as a Document-Management and Collaboration Solution
306(1)
Outlook 2003 Integration with SharePoint 2003
307(1)
Creating a Meeting Workspace from Outlook 2003
308(3)
Exporting Events to Outlook 2003
311(1)
Sharing Contacts Between Outlook 2003 and SharePoint 2003
312(2)
Summary
314(1)
Best Practices
314(3)
Using Other Office 2003 Products with SharePoint Technologies
317(32)
Working with Project 2003 and SharePoint
318(7)
Advantages of the Shared Workspace Task Pane in Project 2003
318(2)
Publishing Project 2003 Gantt Charts on SharePoint 2003
320(3)
Enterprise Use of Microsoft Project 2003
323(2)
Integrating Visio and SharePoint
325(1)
Using PowerPoint 2003 and SharePoint
326(2)
An Overview of OneNote
328(1)
An Overview of Publisher 2003
329(2)
Using Access 2003 with SharePoint 2003
331(6)
Creating an Access Database and Linking it to SharePoint 2003
332(2)
Exporting Data to Access 2003 from SharePoint 2003
334(3)
InfoPath Integration with SharePoint
337(6)
FrontPage 2003 and SharePoint
343(3)
Benefits of Using Live Communications Server 2005
346(1)
Summary
347(1)
Best Practices
348(1)
Managing and Using SharePoint Libraries
349(44)
Understanding Sites, Workspaces, Libraries, and Lists
349(1)
Comparing Sites and Workspaces
350(6)
Comparing Document Libraries and Lists
353(2)
Working with Document Libraries
355(1)
Different Types of SharePoint Libraries
355(1)
Creating Document Libraries
356(14)
Tools Available in a Document Library
357(2)
Populating the Document Library
359(1)
Working with Documents in the Library
360(2)
Identifying Documents with Metadata
362(4)
Using Views in Document Libraries
366(4)
Restricting Access to Documents and Libraries
370(3)
Managing Site Security with Site Groups
370(2)
Providing Access to a Specific List Using Per-List Permissions
372(1)
Tracking Document History Using Versioning
373(3)
Using Check-In/Check-Out with Versions to Manage Document Modifications
374(1)
Restoring a Document to a Prior Version
375(1)
Using SharePoint Picture Libraries
376(7)
Creating a Picture Library
376(1)
Using the Picture Library
377(1)
Tools Available in the Picture Library
378(2)
Accessing Additional Tools Within the Library
380(1)
Picture Properties
381(1)
Different Views Available
382(1)
Using a Backward-Compatible Document Library
383(5)
Creating a Backward-Compatible Document Library
383(2)
Editing Settings for a Backward-Compatible Document Library
385(1)
Managing Security for a Backward-Compatible Document Library
385(2)
Publishing Documents to a Backward-Compatible Document Library
387(1)
Maintaining Control Using Approval Routing
387(1)
Protecting Document Libraries from Malicious Use
388(1)
Summary
389(1)
Best Practices
390(3)
Managing and Using SharePoint Lists
393(46)
Understanding SharePoint Lists
394(1)
Insight to the Default SharePoint Lists
394(1)
Specialized Lists for Meeting Workspaces
395(1)
Creating, Modifying, and Accessing SharePoint Lists
395(8)
Creating a List
395(2)
Creating Customized Lists
397(1)
Accessing New Lists
398(1)
Accessing Existing Lists
399(2)
Keeping the List Up-to-Date---Adding, Changing, and Deleting List Items
401(2)
Standard Actions That Apply to Most Lists
403(9)
Enhancing the Basic Properties of a List with the Modify Settings and Columns Page
406(6)
Benefiting from Alerts
412(4)
Using Alerts Outside Lists
413(1)
Setting Alerts on the Portal
414(2)
Using the Approve/Reject View for Controlling the Publication of List Items
416(1)
Using Announcements to Keep Users Informed
417(6)
Creating a New Announcement to Share Information with Other Users
418(1)
Adding a News Listing on the Portal
419(4)
Maintaining Information About People with the Contacts List
423(2)
Adding Contacts to a Contacts List
423(1)
Adding a Contacts List to a Portal Area
423(2)
Creating SharePoint Discussion Boards
425(2)
Default SharePoint Discussion Boards
425(1)
Working with SharePoint Discussion Boards
425(1)
Starting and Participating in a Discussion
426(1)
Filtering Discussion Detail
427(1)
Using the Links List to Provide and Share Shortcuts
427(1)
Adding Items to a Links List
428(1)
Planning Events Using SharePoint
428(3)
Creating a New Event
428(1)
Linking Events to Microsoft Outlook 2003
429(2)
Getting Things Done with Tasks
431(1)
Constructing a Task Item
431(1)
Special Task Views to Assist in Task Management
431(1)
Managing Problem Resolution with an Issues List
432(3)
Creating and Assigning an Issue Item
433(1)
Tracking, Resolving, and Reporting Issues
434(1)
Special Lists for Meeting Workspace Sites
435(1)
Adding Lists to Meeting Workspace Sites
436(1)
Summary
436(1)
Best Practices
437(2)
Using SharePoint Workspaces
439(28)
Working with Document Workspaces
439(5)
Creating a Document Workspace Using the SharePoint Browser-Based Interface
440(3)
Using Microsoft Office 2003 to Create a Document Workspace
443(1)
Taking Advantage of the Members Web Part
443(1)
Defining a SharePoint Meeting Workspace
444(3)
Reviewing the Five Different Meeting Workspace Templates
444(3)
Creating Meeting Workspaces
447(7)
Using the Create Page from an Existing Site
448(1)
Creating a Meeting Workspace from a SharePoint Event
448(2)
Creating a Meeting Workspace Site from Sites and Settings
450(1)
Using SharePoint Portal's Sites Directory to Create a Meeting Workspace Site
450(2)
Creating a Meeting Workspace Site from Outlook 2003
452(2)
Using Outlook 2003 to Create Meeting Workspaces for Recurring Meetings
454(1)
Reviewing the Standard Meeting Lists
454(3)
Creating a Template from a Meeting Workspace
457(1)
Linking an Event to a Meeting Workspace
458(1)
Making Changes to Meeting Workspace Sites
459(4)
Differentiating Attendees and Users in a Meeting Workspace Site
459(1)
Granting Attendees and Users Rights in a Meeting Workspace Site
459(1)
Using Outlook to Add/Remove the Attendees of Outlook Meeting Workspace Sites
460(1)
Using SharePoint Services to Add/Remove/Update Meeting Workspace Site Attendees
460(2)
Changing the Date, Time, or Location in a Meeting Workspace Site
462(1)
Removing the Link Between a Meeting Workspace Site and an Outlook 2003 Meeting or a SharePoint Event
462(1)
Working with Multiple Meeting Workspaces
463(1)
Adding Web Parts and Pages to Multiple Meeting Workspace Sites
463(1)
Removing a Meeting from a Multiple Meeting Workspace Site
464(1)
Summary
464(1)
Best Practices
464(3)
Using SharePoint Technologies for Storage, Indexing, and Centralized Information Access
467(52)
Using Document Libraries for Managing Content
468(1)
Using Areas to Organize Information
469(7)
Planning and Designing the Site/Area Structure
469(2)
Organizing Information into a Hierarchical Site View
471(2)
Auto-Organization Using the Topic Assistant
473(3)
Using Content Sources to Include Information in Search Results
476(7)
Dealing with Content Source Security
476(1)
Expanding the Knowledge Base by Adding Content Sources
476(6)
Using Source Groups to Organize Content Sources
482(1)
Facilitating Search with Content Indexes
483(14)
Filtering and Word-Breaking Documents
483(3)
Crawling Secure and Protected Data
486(1)
Planning for Content Indexes
486(2)
Adding a New Content Index to the Server
488(1)
Propagating Content Indexes
488(2)
Using Advanced Search Administration Mode to Enhance Search Flexibility
490(1)
Planning for Content Index Updates
491(2)
Performing a Manual Content Index Update
493(1)
Defining Rules That Include or Exclude Content from Crawls
493(4)
Utilizing Search Scopes for Content Searching
497(3)
Creating and Editing Search Scopes to Narrow What Is Searched
498(2)
Enabling the Current Site to be Associated with Another Portal Site for Searching
500(1)
Using Keywords and Best Bets to Mark Relevant Items
500(7)
Adding Keywords to Enhance Searching
500(1)
Modifying and Deleting Keywords
501(2)
Highlighting Items by Adding Them as Keyword Best Bets
503(1)
Modifying and Deleting Keyword Best Bets
504(1)
Using Keyword Views to Manage Keywords and Best Bets
505(2)
Locating Information Using SharePoint Portal Server 2003 Search
507(6)
Performing a Simple Search to Find Information
507(4)
Expanding the Search Query Using Advanced Search
511(2)
Differences Between Windows SharePoint Services Search and Portal Sites Directory Search
513(3)
Features and Limitations of Microsoft SQL Server 2000 Full-Text Searching
514(1)
Enabling Windows SharePoint Services Search
514(2)
Common Issues and Explanation and/or Resolution
516(1)
Information Added to Areas Is Not Being Returned in Search Results
516(1)
Crawling Content Is Much Slower Than Expected
516(1)
Inability to Create and Manage Content Indexes
516(1)
Items in a Content Source Are Not Included in Search Result
516(1)
Windows SharePoint Services Does Not Display the Search Box
517(1)
Summary
517(1)
Best Practices
517(2)
Part IV Managing a SharePoint 2003 Environment
519(148)
Implementing and Validating SharePoint Security
521(48)
Understanding Internal SharePoint Security Components
522(3)
Reviewing SharePoint Site Groups
522(1)
Limiting and Controlling Access to SharePoint Lists
523(2)
Managing Anonymous Access to SharePoint Sites
525(1)
Identifying Isolation Approaches to SharePoint Security
525(2)
Isolating SharePoint Data with Separate SharePoint Lists
526(1)
Isolating SharePoint Through Deployment of Separate Sites or Site Collections
526(1)
Isolating SharePoint with Separate Host Headers and Virtual Servers
526(1)
Isolating SharePoint with Separate Physical Servers or Networks
527(1)
Physically Securing SharePoint Portal Servers
527(3)
Restricting Physical Access to Servers
527(1)
Restricting Login Access
527(1)
Using the Run As Command for Administrative Access
528(2)
Securing SharePoint Access by Using Smartcards
530(1)
Hardening SharePoint Server Security
530(3)
Hardening a Server with the Security Configuration Wizard in Windows Server 2003 Service Pack 1
531(1)
Utilizing Security Templates to Secure a SharePoint Server
532(1)
Shutting Off Unnecessary Services
532(1)
File-Level Security for SharePoint Servers
533(3)
Exploring NT File System Security
534(1)
Comparing Share-Level Security Versus NTFS Security
534(1)
Auditing File Access to SharePoint Servers
535(1)
Securing a SharePoint Farm Using Software Update Services
536(11)
Understanding the Background of SUS: Windows Update
537(1)
Deploying the Automatic Updates Client
537(1)
Understanding the Development of Software Update Services
537(1)
Defining SUS Prerequisites
538(1)
Installing a Software Update Services Server
538(1)
Setting SUS Options
539(3)
Synchronizing an SUS Server
542(1)
Approving SUS Software Patches
543(1)
Automatically Configuring SharePoint Servers and Client to Use SUS Via Group Policy
544(2)
Deploying Security Patches with SUS
546(1)
Verifying Security Using the Microsoft Baseline Security Analyzer (MBSA)
547(3)
Installing MBSA
547(1)
Scanning for Security Vulnerabilities with MBSA
548(1)
Viewing MBSA Security Reports
549(1)
Securing the SharePoint Portal Server 2003's SQL Server Database
550(4)
SA Account and Strong Password
550(2)
Choosing Between SQL Windows Authentication or SQL Server Mixed Mode Authentication
552(1)
Enabling SQL Server Security Logs
552(2)
Allocating SQL Server Ports
554(1)
Deploying Transport-Level Security for SharePoint
554(1)
Realizing Security by Deploying Multiple Layers of Defense
554(1)
Understanding Encryption Basics
555(1)
Using Virtual Private Networks to Secure Access to SharePoint
555(2)
Examining VPN Tunnels
555(1)
Reviewing Tunneling Protocols
556(1)
Outlining the PPTP and L2TP Protocols
556(1)
Detailing the L2TP/IPSec Secure Protocol
556(1)
Examining Integration Points Between SharePoint and Public Key Infrastructure
557(4)
Understanding Private Key Versus Public Key Encryption
557(1)
Reviewing Certificates for SharePoint Portal Server 2003
558(1)
Utilizing Windows Server 2003 Certificate Services for SharePoint Servers
558(2)
Examining Smartcards PKI Authentication for SharePoint
560(1)
Examining the Encrypting File System (EFS)
561(1)
Integrating PKI with Non-Microsoft Kerberos Realms
561(1)
Examining IP Security (IPSec) for Internal SharePoint Encryption
561(2)
Reviewing the IPSec Principle
561(1)
Detailing Key IPSec Functionality
562(1)
Understanding IPSec NAT Transversal
562(1)
Configuring Simple IPSec Between SharePoint Servers
563(4)
Viewing the IPSec Security Monitor
564(1)
Establishing an IPSec Policy on the SharePoint Server
564(1)
Establishing an IPSec Policy on the Client
565(1)
Verifying IPSec Functionality in Event Viewer
565(2)
Summary
567(1)
Best Practices
567(2)
Securing Remote Access to SharePoint 2003 with ISA Server 2004
569(28)
Understanding the Internet Security and Acceleration (ISA) Server 2004
569(1)
Outlining the Need for ISA Server 2004 in SharePoint Environments
570(3)
Outlining the High Cost of Security Breaches
570(1)
Outlining the Critical Role of Firewall Technology in a Modern Connected Infrastructure
571(1)
Understanding the Growing Need for Application Layer Filtering
572(1)
Outlining the Inherent Threat in SharePoint Web Traffic
573(1)
Understanding Web (HTTP) Exploits
573(1)
Securing Encrypted (Secure Sockets Layer) Web Traffic
574(1)
Publishing and Customizing SharePoint Web Server Publishing Rules
574(12)
Using the Web Server Publishing Wizard to Publish a SharePoint Site
575(1)
Exploring the General Tab Options
576(1)
Understanding the Action Tab
577(1)
Exploring the From Tab Options
577(1)
Outlining To Tab Options
577(1)
Exploring the Traffic Tab and Filtering HTTP Packets
578(3)
Understanding Listener Tab Configuration Options
581(1)
Viewing Public Name Options
582(1)
Understanding Paths Tab Options
582(1)
Exploring the Bridging Tab
583(1)
Understanding the Users Tab
584(1)
Outlining Schedule Tab Options
584(1)
Exploring the Link Translation Tab
584(2)
Configuring SSL to SSL Bridging for Secured Websites
586(1)
Working with Third-Party Certificate Authorities
586(1)
Installing a Local Certificate Authority and Using Certificates
586(1)
Modifying a Rule to Allow for End-to-End SSL Bridging
586(1)
Logging ISA Traffic
587(2)
Examining ISA Logs
587(1)
Customizing Logging Filters
588(1)
Monitoring ISA from the ISA Console
589(6)
Customizing the ISA Dashboard
589(1)
Monitoring and Customizing Alerts
590(2)
Monitoring Session and Services Activity
592(2)
Creating Connectivity Verifiers
594(1)
Summary
595(1)
Best Practices
595(2)
Managing and Administering a SharePoint Infrastructure
597(24)
Performing Common Administrative Tasks in a SharePoint Site
597(6)
Adding and Managing Users
598(1)
Creating Pages in a SharePoint Site
599(1)
Changing the Settings for a Library or List Web Part
600(1)
Adding and Modifying Web Parts
600(3)
Administering SharePoint Farm Settings
603(2)
Adjusting Server Component Assignments
603(1)
Modifying SMTP Server Settings
604(1)
Connecting to an HTML Viewer Server
604(1)
Managing SharePoint Portals and Sites
605(6)
Using SharePoint Management Tools for Managing Sites
606(1)
Integrating SharePoint with Active Directory
606(2)
Working with Virtual Servers
608(2)
Modifying Portal Settings
610(1)
Configuring and Administering SharePoint Search
611(3)
Adding and Managing Content Sources
611(1)
Handling Noise Files
612(1)
Enabling and Understanding Advanced Search
612(2)
Administering SharePoint's SQL Databases
614(4)
Administering SQL Server Data Files and File Groups
614(1)
Configuring Automatic Database File Growth
614(1)
Separating Transaction Logs from the Database Volume
614(2)
Administering a SharePoint SQL Database in a Real-World Scenario
616(2)
Summary
618(1)
Best Practices
619(2)
Maintaining SharePoint Environments
621(30)
Maintaining a SharePoint Portal and Site Environment
621(4)
Diagnosing SharePoint Via SharePoint Logs and Events
621(1)
Analyzing SharePoint Site Usage Data
622(2)
Identifying and Deleting Unused SharePoint Sites
624(1)
Maintaining SharePoint's SQL Server Database
625(8)
Establishing a SQL Server Maintenance Plan
625(1)
Creating a Maintenance Plan
626(6)
Viewing Maintenance Plans
632(1)
Auditing the SharePoint Server Environment
633(4)
Understanding Auditing Policies
633(1)
Tracking Logon and Logoff Events
634(1)
Monitoring Resource Access
634(1)
Monitoring Files and Folders on a SharePoint Server
635(2)
Managing a SharePoint Server Remotely
637(2)
Using the Remote Desktop for Administration to Administer a SharePoint Server
637(1)
Using the Remote Control Add-on for Active Directory Users and Computers
638(1)
Using Telnet for Remote Access Management
639(1)
Updating and Monitoring SharePoint Servers
639(2)
Using Microsoft Operations Manager (MOM) 2005 to Simplify Management of SharePoint
639(1)
Utilizing Windows Update to Patch SharePoint
640(1)
Utilizing Software Update Services for SharePoint Patch Management
640(1)
Making Use of Various Patch Management Tools
641(1)
Establishing Maintenance Schedules for SharePoint
641(7)
Outlining Daily Maintenance Tasks
641(3)
Performing Weekly SharePoint Maintenance
644(2)
Performing Monthly Maintenance Tasks
646(1)
Performing Quarterly Maintenance Tasks
647(1)
Summary of Maintenance Tasks and Recommendations
648(1)
Summary
648(1)
Best Practices
649(2)
Backing Up and Restoring SharePoint
651(16)
Backing Up and Recovering SharePoint Components
651(2)
Backing Up with the SharePoint Backup and Restore Utility
652(1)
Understanding the SharePoint Backup XML Manifest
652(1)
Backing Up and Restoring with FrontPage 2003
653(4)
Backing Up SharePoint Sites Using FrontPage 2003
654(1)
Deleting and Re-creating Sites in Anticipation of a Full Restore
655(1)
Restoring Sites from FrontPage Backups
655(2)
Backing Up SharePoint Sites with Templates
657(2)
Backing Up a Site to a Template
657(1)
Restoring Site Templates
657(2)
Using STSADM to Move or Back Up Site Collections
659(2)
Backing Up Site Collections with STSADM
659(1)
Deleting a Site Collection in Advance of a STSADM Restore
660(1)
Restoring SharePoint Site Collections Using the STSADM Utility
660(1)
Migrating SharePoint Site Data Using the SMIGRATE Utility
661(1)
Backing Up the Site Data Using SMIGRATE
662(1)
Restoring the Site Data Using SMIGRATE
662(1)
Performing SQL Database Level Backups and Restores
662(4)
Understanding SQL Server Backup Methods
663(1)
Understanding SQL Server Recovery Models
664(2)
Examining a Real-World SharePoint Database Backup Scenario
666(1)
Summary
666(1)
Best Practices
666(1)
Part V Extending the SharePoint 2003 Environment
667(74)
Customizing and Personalizing the SharePoint Experience
669(26)
Customizing a Personal Site
669(11)
Configuring My Calendar
671(2)
Adding Items to My Links
673(1)
Using Portal Alerts
674(2)
Adding My Inbox to the Personal Site
676(2)
Adding a Document-Management Page to the Personal Site
678(2)
Using FrontPage to Modify SharePoint 2003 Pages
680(11)
Using FrontPage 2003 to Add Visual Impact to a Website
680(6)
Adding Clip Art to a SharePoint 2003 Site
686(2)
Inserting Web Components in FrontPage 2003
688(3)
Customizing a Departmental Site
691(3)
Changing the Theme of the Site
691(3)
Summary
694(1)
Best Practices
694(1)
Working with SharePoint Web Parts
695(16)
Working with Web Parts
695(3)
Adding Web Parts to SharePoint Sites
696(1)
Modifying Web Part Views
697(1)
Understanding Web Part Pages
698(3)
Creating a Web Part Page
698(1)
Working with Web Part Page Zones
699(2)
Exploring the Portal Web Parts
701(5)
Using the Content Editor Web Part
702(1)
Creating Customized XML Web Parts
702(2)
Adding Exchange Mailbox Web Parts
704(1)
Working with the Page Viewer Web Part
705(1)
Outlining Differences in WSS Site Web Parts
705(1)
Downloading Additional Web Parts
706(2)
Working with Third-Party Web Part Vendors
706(1)
Utilizing Additional Office Web Parts
707(1)
Importing Web Parts into a SharePoint Gallery
707(1)
Creating Custom Web Parts
708(1)
Summary
708(1)
Best Practices
709(2)
Scaling SharePoint for Enterprise Environments
711(30)
Understanding Scalability for SharePoint
711(2)
Mapping SharePoint Functionality to Business Needs
712(1)
Planning for Capacity with SharePoint
712(1)
Gauging Content Growth
713(1)
Scaling Logical SharePoint Components
713(2)
Scaling Out with Site Collections
714(1)
Scaling Out with Virtual Servers
714(1)
Utilizing and Understanding Clustering for SharePoint
715(2)
Understanding the Active/Passive Clustering Mode
716(1)
Understanding the Active/Active Clustering Mode
717(1)
Choosing the Right Clustering Technology for SharePoint
717(2)
Choosing the Microsoft Cluster Service for SharePoint
718(1)
Choosing Network Load Balancing for SharePoint
718(1)
Understanding Microsoft Cluster Service (MCCS) Clustering for SharePoint's SQL Database
719(1)
Single-Instance Failover Configuration
719(1)
Multiple-Instance Failover Configuration
719(1)
Scaling the SharePoint SQL Server 2000 Database Structure
720(1)
Understanding SQL Server Versions
720(1)
Optimizing Disk Layout for SharePoint's SQL Database
721(1)
Utilizing Log Shipping to Scale SQL Server
721(1)
Scaling Across a SharePoint Farm
721(4)
Defining Farm Server Components
722(1)
Utilizing Shared Services Across SharePoint Farms
722(1)
Designing a Small SharePoint Farm
723(1)
Designing a Medium-Sized SharePoint Farm
724(1)
Designing a Large SharePoint Farm
724(1)
Justifying and Deploying Business Portals
725(2)
Leveraging Various SharePoint Components for a Portal Solution
725(1)
Leveraging Full Portal Collaboration with Office 2003 Technologies
726(1)
Managing Business Processes with BizTalk Server 2002
726(1)
Improving Communications and Collaboration with Exchange Server 2003 Integration
726(1)
Addressing Common Business Issues with SharePoint Features
727(4)
Addressing the Redundant Re-Creation of Documents with SharePoint
728(1)
Addressing the Inability to Efficiently Search Across Different Types of Content
728(1)
Addressing Inefficient Means of Document Collaboration with SharePoint Document Libraries
728(2)
Addressing the Excessive Use of Email Attachments/Ability to Know When Documents Have Been Modified
730(1)
Addressing Difficulty Organizing or Classifying Content
730(1)
Addressing Access to Line-of-Business Application Information
730(1)
Using SharePoint for Sharing Information with Partners, Vendors, and/or Clients
731(1)
Deploying a Team Collaboration Solution with SharePoint
731(2)
Outlining Business Needs for the Team Collaboration Solution
732(1)
Implementing a Team Collaboration Solution with SharePoint
732(1)
Outlining Ideas for Using the Team Collaboration Solution
732(1)
Deploying a Corporate Intranet Solution with SharePoint
733(3)
Meeting Business Needs with the Corporate Intranet Solution
733(2)
Implementing the Corporate Intranet Solution
735(1)
Ideas for Using the Corporate Intranet Solution
735(1)
Deploying a Customer Extranet Solution with SharePoint
736(3)
Meeting the Business Needs of the Customer Extranet Solution
736(2)
Implementing the Customer Extranet Solution
738(1)
Outlining Ideas for Using the Corporate Extranet Solution
738(1)
Summary
739(1)
Best Practices
739(2)
Index 741

Excerpts

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