List of Figures

Chapter 1: Overview of SharePoint Products and Technologies Administration

Figure 1-1: SharePoint Server provides a full suite of functionality for business.

Figure 1-2: Microsoft Office SharePoint Server 2007 builds on and depends on the foundation laid by Windows SharePoint Services.

Figure 1-3: Always add the Central Administration URL to the Intranet zone or Trusted Sites zone in your browser.

Figure 1-4: You must manually configure Portal Site connections to enable breadcrumb trails to the Portal URL.

Figure 1-5: Site collections exist within Web applications. Web applications store their content in associated content databases.

Figure 1-6: A medium server farm introduces SQL Clustering for database redundancy, dedicated Web front-end servers for user requests, and a middle tier of application servers for Excel Calculation Services, Query, and Indexing.

Figure 1-7: Central Administration provides a single location to perform both Windows SharePoint Services and SharePoint Server tasks.

Figure 1-8: Shared Services is a separate and isolated administration interface.

Chapter 2: Deploying SharePoint Products and Technologies

Figure 2-1: To create the first server in a farm, select No, I Want To Create A New Server Farm.

Figure 2-2: Specify unique configuration database settings.

Figure 2-3: Select an easy-to-remember administration TCP port number when configuring the SharePoint Central Administration Web Application.

Figure 2-4: Configure the Search Database, Database Authentication, and Indexing Schedule to match your specific requirements.

Figure 2-5: Create or extend Web applications in Central Administration > Application Management.

Figure 2-6: You should always create a site collection in the root of a new Web application.

Figure 2-7: To assign an IP Address to a Web application in IIS Manager, right-click on the Web site name, choose Properties, and then choose the Web Site tab.

Figure 2-8: If not using the default server name, you should modify the internal URL when assigning IP addresses to Web applications.

Figure 2-9: Several SQL Server databases are created during Windows SharePoint Services installation.

Figure 2-10: Select No, I Want To Create A New Server Farm when installing the first server in a farm. Doing so creates the configuration database.

Figure 2-11: Name the configuration database intelligently.

Figure 2-12: Change the default IP address of the Central Administration Web application.

Figure 2-13: When configuring the Windows SharePoint Services search database in a SharePoint Server 2007 server farm, use an easily identifiable name.

Figure 2-14: You create a Web Application from Central Administration > Application Management > Create Or Extend Web Application.

Figure 2-15: After successfully creating a Web Application, select the easily overlooked option to create the first site collection.

Figure 2-16: When you create Web applications, give meaningful names and descriptions to the root site collection.

Figure 2-17: Create individual application pools in IIS Manager for a highly secured SharePoint Server installation.

Figure 2-18: You can only upgrade Windows SharePoint Services 3.0 to the SharePoint Server equivalent installation type.

Chapter 3: Central Administration

Figure 3-1: To access Windows SharePoint Services topology settings, browse from the Home tab and select a server to view under the Farm Topology Web Part.

Figure 3-2: To access SharePoint Server 2007 Services, browse to the Services On Server option under Topology And Services.

Figure 3-3: Verify that you are managing the correct server before starting or stopping services.

Figure 3-4: You need to create an Organizational Unit in Active Directory for the Directory Management service to create contacts that correlate to Document Libraries and lists.

Figure 3-5: Carefully enter the location for the OU to contain distribution lists and contacts, and always use the FQDN for the incoming mail SMTP server.

Figure 3-6: To change an application pool identity, first select a Web service and then the desired application pool.

Figure 3-7: Use caution when adding or customizing permissions for server Farm Administrators.

Figure 3-8: You can view and modify current timer job definitions from Central Administration > Operations > Global Settings > Timer Job Definitions.

Figure 3-9: You must add an alternate access mapping for each additional URL that you configure for a Web application.

Figure 3-10: To add public URLs for a Web application, choose Edit Public URLs in the Alternate Access Mappings management interface.

Figure 3-11: You must define an alternate access mapping for every URL to which a Web application will serve content.

Figure 3-12: To edit the default internal URL, simply select the hyperlink of the Web application to modify.

Figure 3-13: Be sure to select the correct Web application from the drop-down menu.

Figure 3-14: To edit the configuration of a content database, single-click the hyperlinked database name.

Figure 3-15: If you wish to select a load balancer server, choose it from the drop-down menu.

Chapter 4: Creating Site Collections

Figure 4-1: Verify that you are creating the site collection in the correct Web application before continuing.

Figure 4-2: Always give your site the shortest name possible because of the 254-character URL limit.

Figure 4-3: When creating a new quota template, choose a name that is easily identified with the function.

Figure 4-4: Modify the lock status from Central Administration > Application Management > Site Collection Quotas And Locks.

Figure 4-5: A subsite can be created based on any template, like the Basic Meeting Workspace.

Figure 4-6: Give meaningful names to site groups.

Figure 4-7: You can edit permissions of users on an individual basis when necessary.

Figure 4-8: The document library creation page.

Figure 4-9: Each blocked file type must be on a separate line.

Figure 4-10: You can add multiple content types for use in a single document library or list.

Figure 4-11: You must specify the list template when creating a list.

Figure 4-12: Site columns can be used in a site and all of its subsites.

Figure 4-13: Carefully name new content types.

Figure 4-14: The New menu of the Calendar list now shows the EventAttendee content type.

Figure 4-15: Select the type of alert you wish to receive.

Figure 4-16: You can filter alerts based on task assignments and modifications.

Figure 4-17: To manage alerts for the currently logged in user, go to My Settings from the user action drop-down menu.

Figure 4-18: You can manage your personal alerts from a single location.

Figure 4-19: Team discussions provide a centralized place to share ideas.

Chapter 5: Customizing Sites

Figure 5-1: The built-in editor enables nontechnical personnel to edit and maintain Web content.

Figure 5-2: The Site Actions menu is available only to users with elevated permissions.

Figure 5-3: The Look And Feel settings contain basic customization options.

Figure 5-4: Choose Site Templates from the Galleries settings.

Figure 5-5: The Edit icon in the template gallery is similar to the icon used in the Web Parts gallery.

Figure 5-6: Enter Edit Page from the Site Actions toolbar.

Figure 5-7: The Browse drop-down list box allows you to select among Browse, Search, and Import.

Figure 5-8: To edit a Web Part, select Modify Shared Web Part from the edit menu.

Figure 5-9: Select Connections to get the image from the Eighth Wonder list.

Figure 5-10: After selecting a list, you can then select from the column choices.

Figure 5-11: To manage your Web Parts, browse to the list's Settings > Gallery Settings.

Figure 5-12: Select the object to manage and choose Remove, Edit, or Inherit from the Actions menu.

Figure 5-13: Copy the assembly tag in the Web Part description file.

Figure 5-14: You can open the Web.config file using IIS manager.

Figure 5-15: Copy the first Safe Control entry in the Web.config file.

Figure 5-16: Paste the copy of the Safe Control into the Web.config file.

Figure 5-17: Replace the underlined text with the highlighted text.

Figure 5-18: Copy the .dll file to the Bin directory using IIS Manager.

Figure 5-19: The Web Part Maintenance page allows you to remove Web Parts from a broken page.

Chapter 6: Using Workflows and Information Management Policies

Figure 6-1: To create a new workflow, browse to Site > Document Center > Settings > Workflow Settings > Add Or Change A Workflow.

Figure 6-2: You can start a workflow on an individual item by selecting Workflows in the drop-down menu.

Figure 6-3: Create a workflow from the Workflows selection page.

Figure 6-4: Start a workflow from the workflow Start page.

Figure 6-5: Users receive workflow assignment e-mails with a link and instructions to the task.

Figure 6-6: Workflow task details can be opened from e-mail.

Figure 6-7: You can route tasks serially or in parallel, but not both.

Figure 6-8: If you allow users to start manually, then they can change these values.

Figure 6-9: Indicate when to cancel the workflow, if required.

Figure 6-10: View workflow status on the Workflow History page.

Figure 6-11: You must fill out the information for suggested signer, suggested signer's title, and e-mail address.

Figure 6-12: You can add a manager, for example, to be notified when workflows begin.

Figure 6-13: Select the choice and initial status for each state of the workflow.

Figure 6-14: You have very granular control when specifying the initiation behavior.

Figure 6-15: The Middle State behavior page looks similar to the Initial State page, but use caution when creating the custom message, as it should be clear which stage the user is in.

Figure 6-16: Translation management workflows are used to track translations of documents and Web pages.

Figure 6-17: Disposition Approval Workflow Task.

Figure 6-18: You can create custom workflows in SharePoint Designer 2007.

Figure 6-19: When creating custom workflows you can define initiation parameters.

Figure 6-20: Local variables are used to temporarily store values for a workflow.

Figure 6-21: Be sure to intelligently name the workflow step so that users can quickly identify it.

Figure 6-22: The Workflow Status page displays general information, tasks, and workflow history.

Figure 6-23: Current site collection workflows can be seen from Portal > Site Settings > Site Collection Workflows.

Figure 6-24: Always enter an easy-to-understand description when creating policies.

Figure 6-25: To view auditing reports, browse to the Site Collection > Site Actions > Audit Log Reports.

Chapter 7: Implementing Security for SharePoint Products

Figure 7-1: To edit the default Internal URL, select the hyperlink.

Figure 7-2: Verify the Web application before modifying authentication providers.

Figure 7-3: Changing the Web application security settings affects what permission levels are available for site collections within that Web application.

Figure 7-4: If a permission level isn't available, check the Web application security settings for the host Web application.

Figure 7-5: You must define the logon account and set the service to automatic.

Figure 7-6: The Select Site Collection Web page shows the association of content databases and Site Collections.

Figure 7-7: Select Permission Levels from the drop-down menu.

Figure 7-8: You must select People and Groups from the drop-down menu to manage the default site groups.

Figure 7-9: You can only add All Authenticated Users to the Visitors group.

Figure 7-10: Select Manage Permissions from the drop-down menu to view object permissions.

Figure 7-11: The TCP port number used by Central Administration appears after the "-" in the URL.

Figure 7-12: Isolate the Web front ends and SQL Server traffic to reduce the external surface area available to hackers.

Chapter 8: Deploying SharePoint Server Shared Services

Figure 8-1: You create a Shared Services Provider in Central Administration, under Application Management.

Figure 8-2: Create a new Web application in Central Administration for your Shared Services Provider.

Figure 8-3: Complete the host header information, even if you plan on using assigned IP addresses.

Figure 8-4: Carefully name your SSP content databases because they cannot be renamed.

Figure 8-5: Use a standard URI scheme and naming convention to make access easy for your users.

Figure 8-6: Name each SSP database so it can be identified easily for backup, restore, and management functions.

Figure 8-7: Give the Index directory a name that is similar to the SSP Search database name.

Figure 8-8: Select the Change Associations tab to modify default Web application associations.

Figure 8-9: Verify you are modifying the correct SSP before re-associating Web applications.

Figure 8-10: Select the drop-down menu and click on Open Shared Services Admin Site to configure an SSP.

Figure 8-11: You configure the default import source from Profile And Import Settings.

Figure 8-12: Select Current Domain or Entire Forest to define an import source.

Figure 8-13: To view and create import connections, select View Import Connections.

Figure 8-14: After importing user profiles, you can view individual profile details by selecting View User Profiles.

Figure 8-15: Filter the list based on criteria that best fit your environment.

Figure 8-16: Select Add Profile Property from the User Profiles Properties interface.

Figure 8-17: Select New Property from the View Profile Properties interface.

Figure 8-18: You can add, modify, or delete language-specific display names from a user-friendly interface.

Figure 8-19: The Date property allows user input through a drop-down calendar control.

Figure 8-20: The Date Time property shows the hour and minute drop-down controls.

Figure 8-21: The HTML property type provides an HTML editor for user entry.

Figure 8-22: The Person property requires a valid user from the directory service to be entered.

Figure 8-23: The database-link icon represents a mapped directory property.

Figure 8-24: The Choice List Settings menu only appears after selecting Allow Choice List.

Figure 8-25: Use the user description only when necessary because it increases the size of the page.

Figure 8-26: The example of a custom property, StringM, does not allow the user to change the privacy setting, but Description Input allows the change through the privacy setting drop-down.

Figure 8-27: Check Defined Choice List and select Add A New Choice… to add choices.

Figure 8-28: To change the order of a property, select the up and down arrows.

Figure 8-29: To publish links to Office client applications, select the administration link.

Figure 8-30: The description shows as the tab name on the Top Link Bar.

Figure 8-31: Select the New Audience tab to create global audiences.

Figure 8-32: You must enable Usage Analysis Processing in Central Administration before you can enable SSP usage reporting.

Chapter 9: Configuring SharePoint Server Portals

Figure 9-1: Create an Intranet Portal by applying the Collaboration Portal site template.

Figure 9-2: Use Modify Navigation to directly access a site's navigation settings.

Figure 9-3: The Navigation configuration page for a subsite shows which navigation controls are affected by Global Navigation and which by Current Navigation.

Figure 9-4: You can add headings and links to customize site navigation across your portal.

Figure 9-5: Links added beneath headings appear in a drop-down menu. (Note the relationship to Figure 9-4.)

Figure 9-6: Links are grouped together beneath their heading in the Quick Launch. (Note the relationship to Figure 9-4.)

Figure 9-7: The news site's Global Navigation has been configured to display its subsites, and the Current Navigation is displaying its subsites and siblings.

Figure 9-8: Check the List This New Site in the Site Directory check box to add a site to the Site Directory at creation.

Figure 9-9: Links added to the Top Tasks category are displayed in the I Need To… Web Part on the Portal Welcome page.

Figure 9-10: Several options for managing the Site Directory are only available from the Sites List's drop-down menu.

Figure 9-11: To change several of the Site Directory settings you must alter the List Settings of the Sites List.

Figure 9-12: You can add custom categories, such as this one named Company, to the Category Web Part that is displayed on the Sites main page.

Figure 9-13: The Select icon allows you to choose values directly from an Excel spreadsheet.

Figure 9-14: The Page Editing tool bar allows you to interact with pages and initiate workflows.

Figure 9-15: From the drop-down menu, available under Modified Date, you can view, restore, or unpublish a version.

Figure 9-16: Clicking on the Edit Content link opens the Content Editor tool bar, which provides advanced editing capabilities within the browser.

Figure 9-17: Manage Site Content And Structure allows you to copy and move between sites and to create new pages and sites.

Chapter 10: Configuring Office SharePoint Server Enterprise Content Management

Figure 10-1: Create a new content type from Site Content Types in Site Settings.

Figure 10-2: The DocParse.xml file maps file extensions to the PROGIDs of document parsers recognized by SharePoint Server.

Figure 10-3: A Records Center site is created from the Records Center site template.

Figure 10-4: You should add custom record types, such as Legal Documents.

Figure 10-5: Add columns as necessary, such as Filing Date for legal documents.

Figure 10-6: From the Holds list, choose New to add an item to the list.

Figure 10-7: From the Holds properties page, you can search for items to add to the hold, view holds, or release holds.

Figure 10-8: Select New > SharePoint Content > SharePoint Publishing in SharePoint Designer 2007.

Figure 10-9: The Page Editing Toolbar.

Figure 10-10: The Asset Picker is used by several of the publishing field controls for selecting images and documents.

Figure 10-11: The Design Checker task pane shows compatibility errors and warnings.

Chapter 11: Configuring Office SharePoint Server Excel Calculation Services

Figure 11-1: Excel Calculation Services in a small farm deployment.

Figure 11-2: Excel Calculation Services in a dedicated server deployment.

Figure 11-3: Excel Calculation Services in a load-balanced deployment.

Figure 11-4: Publishing a workbook to Excel Calculation Services.

Figure 11-5: The Show tab in the Excel Services Options dialog box.

Figure 11-6: The Add Parameters dialog box.

Figure 11-7: Excel Web Access Web Part properties.

Figure 11-8: Adding a Trusted Data Provider.

Figure 11-9: Adding the User-Defined Function Assembly.

Chapter 12: Configuring SharePoint Server Search and Indexing

Figure 12-1: The Search Settings link in the Shared Services Provider interface.

Figure 12-2: The Crawl Rule interface.

Figure 12-3: The Manage File Types screen.

Figure 12-4: Add File Type page showing the file extension input box.

Figure 12-5: The default crawl log screen showing successes, warnings, and errors from completed crawls of content sources.

Figure 12-6: The Crawl Log page reveals crawl history messages related to a specific content source.

Figure 12-7: The Metadata Property Mappings page.

Figure 12-8: The Crawled Properties View of the Metadata Property Mappings page.

Figure 12-9: The configuration options for a crawled property.

Figure 12-10: The New Managed Property page.

Figure 12-11: The View Scopes page.

Figure 12-12: The Create Scope page.

Figure 12-13: The View Scopes page with the new scope added.

Figure 12-14: The Add Scope Rule page with the Property Query option button selected.

Figure 12-15: The URLs To Remove input box allows you to instantly remove content from the index.

Figure 12-16: The View Scopes page.

Figure 12-17: The Edit Scope Display Group page.

Figure 12-18: The scopes selection list from the search Web Part's properties.

Figure 12-19: Selecting the Colors scope as the default scope for the Search Dropdown Scopes display group.

Figure 12-20: The Add Crawler Impact Rule page.

Figure 12-21: The Specify Authoritative Pages input boxes.

Figure 12-22: The Search Queries Report page.

Figure 12-23: The Manage Keywords page.

Figure 12-24: The Add Keyword page.

Figure 12-25: The Add Best Bet-Web Page Dialog box.

Figure 12-26: An illustration of the Apple query term that is a synonym for the Banana Best Bet.

Chapter 13: Scaling Out to a SharePoint Technologies Server Farm

Figure 13-1: A small farm consists of a single server hosting all applications, except SQL Server.

Figure 13-2: A medium farm has multiple WFE servers.

Figure 13-3: A large farm could have multiple SQL Server installations for performance.

Figure 13-4: Placing the Query service on both WFE servers provides redundancy for searching should the Index server fail.

Figure 13-5: When moving Excel Calculation Services from the WFE servers, the WFE servers automatically proxy requests to the application servers.

Figure 13-6: Although you can have multiple SQL Clusters in a single farm, you should only do so when absolutely necessary.

Figure 13-7: Simply turn off the server in IIS Manager and do not include it in DNS or load-balancing solutions when you wish not to serve specific Web applications on a server.

Figure 13-8: Assign an IP address to each NIC and the corresponding IP to each Web application in IIS Manager.

Figure 13-9: You can add Search servers to increase search and indexing performance in large Windows SharePoint Services farms.

Figure 13-10: You should change the index file location to suit your specific requirements.

Figure 13-11: Select Edit Properties from the drop-down menu.

Figure 13-12: Choose the new Index server in the drop-down menu.

Figure 13-13: You can start crawls individually, or select Start All Crawls to build the index.

Figure 13-14: The Excel Calculation Services Web Proxy communicates with and load balances Excel Calculation Services.

Chapter 14: Backup and Restore of SharePoint Products and Technologies

Figure 14-1: You should select at least two Major Versions for every document library if you want to use versioning as a content recovery method.

Figure 14-2: Verify that you are in the correct Web application before changing Recycle Bin settings.

Figure 14-3: Consider 20% of live site quota for a second-stage starting point.

Figure 14-4: Click on a stage to manage deleted content for users.

Figure 14-5: To back up or restore SharePoint Products content, browse to Central Administration > Operations > Backup And Restore.

Figure 14-6: Select the component or set of components you want to back up.

Figure 14-7: You must select New Configuration or Same Configuration to continue. Selecting Same Configuration overwrites your existing content.

Figure 14-8: Resetting all crawled content does not automate the rebuilding of the content index.

Figure 14-9: Right-click on the IIS Server name to begin the backup and restore process.

Chapter 15: Logging and Processing Analysis

Figure 15-1: The default view of Windows System Monitor with Performance Logs And Alerts expanded.

Figure 15-2: The Performance tool displayed with options for Counter Logs.

Figure 15-3: Alerts can send messages, start performance logging, and run programs.

Figure 15-4: Select Enable Logging and click the Properties tab to view or change the log file location.

Figure 15-5: These are the default settings for Diagnostic Logging.

Figure 15-6: You can specify which events to audit for documents and items, as well as lists, libraries, and sites.