View Larger Image	Colin Spence, Michael Noel Sams, Paperback, Published April 2007, 900 pages, ISBN 0672329476
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Read an excerpt: Chapter 3: Planning Redundancy and Scaling the SharePoint Environment       Reprinted with permission from Sams Publishing. Copyright © Pearson Education, Sams Publishing. Written permission from the publisher is required for any use of this material.

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• Sams

SharePoint provides a cost-effective, easy-to-implement solution for organizations interested in enhancing team collaboration, document management, and search functionality and in providing a portal to access corporate resources and intranet/extranet environments. The SharePoint 2007 family (consisting of Windows SharePoint Service 3.0 and Microsoft Office SharePoint Server 2007) build upon these features and toolsets and introduce a staggering array of new tools and capabilities that undeniably make SharePoint 2007 an enterprise-class solution.

This new edition walks IT professionals, website designers, SharePoint administrators, and SharePoint power users through the design, implementation, and customization process. Exciting new capabilities such as workflow, records management, web content management, business processes, and business intelligence features are covered in depth. Best practices are provided for planning the architecture, scaling to meet the organization's needs, migrating from SharePoint 2003, and managing the farm or multi-farm environment.

Michael Noel, MCSE+I, MS-MVP, is a partner at Convergent Computing. Michael's writings and worldwide public speaking experience leverage his real-world expertise in designing, deploying, and administering IT infrastructure for his clients.

Colin Spence, MCP, is a partner at Convergent Computing, an Oakland, California, consulting company, and has been a contributing author to several bestselling Unleashed books.

Part I: SharePoint 2007 Overview, Planning, and Implementation provides an introduction to SharePoint 2007 technologies and covers the architecture process. Details on installing SharePoint 2007 and processes for migrating from SharePoint 2003 are included.

Part II: Using SharePoint 2007 Technologies covers the core feature set of SharePoint 2007 that power users and administrators will need to master, including libraries, lists, designing and managing pages, workspaces, and sites.

Part III: Managing a SharePoint Environment provides best practices on managing and administering the SharePoint infrastructure, securing the environment, maintaining and managing the environment and databases, and backing up and restoring the SharePoint 2007 environment.

Part IV: Extending the SharePoint Environment goes into detail on the topics of configuring email-enabled content, Exchange Server integration, enabling presence information with Office Communication Server 2007, and securing remote access with ISA Server 2006. In addition, chapters are included on using SharePoint Designer 2007.

Table of Contents

Introduction1

Part I SharePoint 2007 Overview, Planning, and Implementation

1 Introducing SharePoint 2007 5

Understanding the Business Needs and Drivers for SharePoint 2007 . 6

Organizing and Streamlining Document Management . 7

Collecting and Organizing Data with Lists . 9

Providing Collaborative Structure with Workspaces, Pages, and Sites 13

Personalizing SharePoint Server 2007 with Personal Sites 15

Collaborating with SharePoint 2007 15

Leveraging Workflow for Enhanced Collaboration . 15

Enhancing Calendaring . 16

Blogging with SharePoint 2007 . 16

Using Wikis for User-Generated Content 17

Determining User Presence Information . 17

Accepting Emails Directly into Site Content 19

Presenting and Navigating Content in SharePoint 2007 20

Using the Sites Directory to Find Information . 21

Managing Content in SharePoint 2007 22

Restricting Data Abilities Using Information Rights Management . 22

Assigning Retention and Auditing Policies 23

Finding Information with SharePoint Indexing and Search . 24

Using Improved SharePoint Search Capabilities . 24

Creating and Managing Search Scopes . 25

Comparing the Versions of SharePoint . 26

Detailing the Specific SharePoint 2007 Products 26

Outlining Key Features Differences Between WSS and MOSS 27

Integrating Office 2007 Components with SharePoint 2007 29

Integrating Outlook 2007 29

Using Word 2007 with SharePoint Sites 30

Managing Excel 2007 and Excel Services for SharePoint 31

Customizing SharePoint Content with SharePoint Designer 2007 . 31

Administering and Monitoring SharePoint 2007 32

Backing Up and Restoring SharePoint 32

Using the SharePoint Best Practices Analyzer . 33

Monitoring a SharePoint Environment with the SharePoint

Management Pack for Microsoft Operations Manager 2005 . 34

Securing the SharePoint Environment with ISA Server 2006 35

Summary . 36

Best Practices 36

2 Planning and Architecting a SharePoint 2007 Deployment 39

Understanding SharePoint Design Components 39

Viewing SharePoint Components from a High Level 40

SharePoint Farm . 41

Shared Services Providers . 41

Excel Calculation Servers . 42

Search Servers 42

Index Servers 42

Web Servers .  . 42

Database Servers . 42

Content Databases   43

Web Applications   . 43

Site Collections .  43

SharePoint Sites . 43

Root Site . 43

Managed Paths 43

Site Content . 44

Architecting the SharePoint SQL Database Environment . 44

Choosing SQL Server Version for SharePoint 2007 . 44

Understanding SQL Server 2005 Components . 45

Architecting Server and Farm Layout 46

Designing the Farm . 46

Designing Shared Services Providers 46

Determining Server Role Placement . 47

Examining Real World SharePoint 2007 Deployments 47

Viewing a Sample Single-Server SharePoint Deployment . 47

Viewing a Sample Small SharePoint Farm . 48

Viewing a Sample Mid-Sized SharePoint Farm . 49

Viewing a Sample Large SharePoint Farm . 50

Summary 52

Best Practices . 52

3 Planning Redundancy and Scaling the SharePoint Environment .53

Understanding Scalability for SharePoint . 53

Mapping SharePoint Functionality to Business Needs . 54

Planning for Capacity with SharePoint . 54

Gauging Content Growth 55

Scaling Logical SharePoint Components . 56

Scaling Out with Site Collections 56

Scaling Out with IIS Virtual Servers and Web Applications 56

Utilizing and Understanding Clustering for SharePoint . 57

Understanding Active/Passive Clustering 59

Understanding the Active/Active Clustering Mode . 59

Choosing the Right Clustering Technology for SharePoint 59

Choosing Microsoft Cluster Service for SharePoint . 60

Choosing Network Load Balancing for SharePoint . 61

Scaling SQL Server with High Availability Alternatives 61

Log Shipping .  . 62

Windows 2003 and SQL Server 2005 Clustering . 62

Database Mirroring .  64

Choosing the Appropriate SQL Server High Availability Alternative 65

Scaling Across a SharePoint Farm 66

Defining Farm Server Components 66

Utilizing Shared Services Across SharePoint Farms 67

Justifying and Deploying Business Portals 68

Leveraging Various SharePoint Components for a Portal Solution .  68

Leveraging Full Portal Collaboration with Office 2007/2003 Technologies . 69

Managing Business Processes with BizTalk Server 2006 69

Improving Communications and Collaboration with Exchange Server 2007 Integration   . 69

Addressing Common Business Issues with SharePoint Features . 70

Addressing the Redundant Re-creation of Documents with SharePoint . 70

Addressing the Inability to Efficiently Search Across Different Types of Content . 70

Addressing Inefficient Means of Document Collaboration with SharePoint Document Libraries 71

Addressing the Excessive Use of Email Attachments/Ability to Know When Documents Have Been Modified . 72

Addressing Difficulty Organizing or Classifying Content . 72

Addressing Access to Line-of-Business Application Information 73

Using SharePoint for Sharing Information with Partners, Vendors, and/or Clients . 74

Deploying a Team Collaboration Solution with SharePoint . 74

Outlining Business Needs for the Team Collaboration Solution 74

Implementing a Team Collaboration Solution with SharePoint 75

Outlining Ideas for Using the Team Collaboration Solution . 75

Deploying a Corporate Intranet Solution with SharePoint . 76

Meeting Business Needs with the Corporate Intranet Solution . 76

Implementing the Corporate Intranet Solution 77

Ideas for Using the Corporate Intranet Solution . 78

Deploying a Customer Extranet Solution with SharePoint . 79

Meeting the Business Needs of the Customer Extranet Solution . 79

Implementing the Customer Extranet Solution . 81

Outlining Ideas for Using the Corporate Extranet Solution 81

Summary 82

Best Practices . 83

4 Planning the SharePoint 2007 User Environment 85

Key Components of the User Environment Design Process 86

Prioritizing the Goals for the Design of the SharePoint 2007 Environment 86

Identify the Key Users . 86

Documenting the Design Decisions . 87

Designing the Windows SharePoint Services Environment 88

Design Options for Site Collections . 89

Planning Groups and Security Settings for Windows SharePoint Services 3.0 .  94

Designing the SharePoint Server 2007 Environment . 96

Choosing the Right Site Template . 96

Planning Groups and Security Settings for SharePoint Server 2007   . 97

Additional Design Decisions for SharePoint Server 2007 98

Customizing the Site Directory . 101

Designing My Sites . 103

Planning the Desktop Configuration . 104

Adopting Windows Vista . 104

Browser Options . 104

Planning for Microsoft Office Product Integration 106

Reviewing Lessons Learned from Previous SharePoint Implementations . 107

Adoption Patterns for SharePoint 107

Planning Architecture Upgrades Based on Usage 108

Typical Problems Encountered 110

Staffing for SharePoint Support . 110

Summary .  . 111

Best Practices   112

5 Installing Windows SharePoint Services and Microsoft Office SharePoint Server 2007 115

Examining SharePoint Installation Prerequisites 116

Defining Hardware Prerequisites for SharePoint 2007 116

Examining Software Requirements for SharePoint 2007 . 116

Outlining Additional Prerequisites . 117

Installing the SharePoint Server Operating System . 118

Installing Windows Server 2003 Base OS . 118

Updating and Patching the Operating System 120

Installing the SharePoint Database Platform 122

Installing the Prerequisite IIS Admin Tool . 123

Installing SQL Server 2005 . 124

Installing Microsoft Office SharePoint Server 2007 . 128

Installing SharePoint 2007 IIS Prerequisites . 128

Installing .NET Framework 3.0 129

Installing the MOSS 2007 Package . 130

Configuring Services on the Server 134

Create the First Web Application . 136

Configuring Farm Shared Services 137

Creating the First Site Collection . 139

Installing Windows SharePoint Services 3.0 141

Performing WSS Prerequisite Tasks . 141

Installing WSS 3.0 on a Single Server . 141

Summary 143

Best Practices 143

6 Migrating from SharePoint 2003 to SharePoint 2007 145

Formulating a Migration Strategy . 145

Outlining Supported Migration Scenarios . 146

Assessing Site Migration Readiness . 146

Creating a Prototype Test Environment 147

SQL Database Upgrade Considerations . 148

Examining SharePoint 2007 Migration Paths . 148

Examining the In-Place Upgrade Approach . 148

Examining the Gradual Migration Approach . 148

Considering Alternative Migration Strategies . 149

Performing an In-Place Upgrade of a SharePoint Environment . 150

Installing .NET Framework 3.0 . 150

Running the Pre-Upgrade Scan Tool 151

Correcting Pre-Upgrade Scan Tool Issues . 153

Performing the Upgrade   . 153

Resetting Unghosted Sites to SharePoint 2007 Site Definitions . 157

Performing a Gradual Migration . 158

Adding Additional Servers to the Upgrade Farm . 160

Upgrading Site Collections Using the Gradual Approach . 160

Finalizing the Gradual Migration . 162

Performing Advanced Migrations .  . 163

Setting Up the Staging Server 163

Exporting and Importing Sites Using STSADM . 163

Upgrading the Standby Server to SharePoint 2007 165

Using ISA Server 2006 to Provide for Split Migration Paths 165

Summary   . 165

Best Practices 166

Part II Using SharePoint 2007 Technologies

7 Using Libraries and Lists in SharePoint 2007 169

SharePoint 2007 Libraries .  . 170

Using SharePoint 2007 Libraries . 171

Edit Menu Options for Documents 181

Other Types of Libraries in SharePoint 2007 194

SharePoint 2007 Lists . 202

Using SharePoint 2007 Lists . 203

Summary 222

Best Practices 222

8 Managing Libraries and Lists in SharePoint 2007 225

Planning Lists and Libraries 226

Planning Library Configurations . 227

Planning List Configurations 230

Using Site Columns 232

Using Content Types . 235

Creating Libraries in SharePoint 2007 241

Creating a Document Library 242

Creating Other Libraries . 243

Configuring Document Library Settings . 244

Document Library Settings . 244

Document Library Permissions and Management . 253

Document Library Communications 257

Customizing SharePoint 2007 Libraries 262

Creating Columns in Document Libraries . 262

Column Ordering . 268

Column Indexing . 268

Creating Views in Document Libraries 269

Creating Lists in SharePoint 2007 272

Customizing SharePoint 2007 Lists 273

Versioning Settings for a List 274

Advanced Settings for a List 274

Managing Lists and Libraries 276

Summary .  . 280

Best Practices .  . 280

9 Designing and Managing Pages, Workspaces, and Sites in SharePoint 2007   .283

Planning Pages, Workspaces, and Sites . 284

Creating Pages and Workspaces in SharePoint 2007 292

Creating Basic Pages 293

Creating Web Part Pages 294

Creating Workspaces in SharePoint 2007 296

Creating Sites from the Collaboration Tab 303

Team Site 303

Blank Site 303

Wiki Site . 304

Blog Site 306

Creating Sites from the Enterprise Tab . 309

Document Center . 310

Records Center . 312

Personalization Site . 312

Site Directory . 315

Report Center 320

Search Center . 321

Creating Sites from the Publishing Tab . 323

Configuring the Look and Feel of Sites . 323

Basic Customizations Using Icons and Master Pages . 324

Navigation Settings . 324

Site Themes . 326

Save Site as a Template 326

Reset to Site Definitions . 328

Mobile Pages 328

Using the Galleries . 330

Web Part Gallery 330

Summary   333

Best Practices .  . 333

10 Using Word, Excel, and Excel Services with SharePoint 2007 335

Overview of the New File Types in Office 2007 336

Using Word 2007 and 2003 with SharePoint 2007 . 336

Strategies for “Mixed'Word (2007, 2003, and Earlier) Environments .  336

Using Word 2003 with SharePoint 2007 . 339

Using Word 2007 341

Using Excel with SharePoint 2007 . 348

Using Excel 2003 with SharePoint 2007 348

Using Excel 2007 with SharePoint 2007 352

Excel Services in SharePoint 2007 359

Excel Services Settings in Shared Services Administration 359

Using the Excel Web Access Web Part . 360

Supported and Unsupported Features When Loading a

Workbook in Excel Services 362

Summary 364

Best Practices . 364

11 Leveraging Additional Office 2007 Products in a SharePoint 2007 Environment .367

Using Outlook 2007 with SharePoint 2007 . 367

Using Outlook 2003 with SharePoint 2007 368

Using Outlook 2007 with SharePoint 2007 370

Using Access 2007 with SharePoint 2007 379

Linking List Information to an Access 2007 Database 380

Exporting List Information to an Access 2007 Database . 381

Creating Email from Access 2007 Requesting Input 382

Reporting Tools in Access 2007 . 385

Creating SharePoint 2007 Lists in Access 2007 . 385

Using Project 2007 with SharePoint 2007 . 386

Using Visio 2007 with SharePoint 2007 387

Link SharePoint List Data to Shapes . 387

Leveraging SharePoint 2007 to Publish Visio 2007 Files . 388

Using Visio 2007 for Quick Gantt Charts 389

Using Visio with SharePoint 2007 Tasks Lists . 390

Using PowerPoint 2007 with SharePoint 2007 . 391

Using OneNote 2007 with SharePoint 2007 392

Summary 394

Best Practices 394

12 Implementing Records Management and Enabling Web Content Management in SharePoint 2007   397

Implementing Records Management in SharePoint 2007 . 398

Creating the Records Center . 399

Configuring a Records Center as an External Service Connection 400

Enabling Auditing for the Site Collection 401

Creating Site Collection Policies 403

Using Content Types to Ensure Proper Categorization in the Records Center 403

Creating Additional Document Libraries in the Records Center 406

Modifying the Record Routing List to Route Content Types . 406

Email Content as Records . 407

Enabling Web Content Management in SharePoint 2007 408

Publishing Templates 410

Publishing Sites 410

Edit Content in the Field Controls . 413

Leveraging Reusable Content 416

Choosing a Different Master Page for a Publishing Site 416

Modifying the Master Page . 417

Creating Master Pages and Page Layouts . 421

Cache Profiles 423

Working with Site Variations 425

Document Conversion 427

Web Publishing and Deployment 428

Summary 432

Best Practices . 432

13 Benefiting from the Enhanced Search Capabilities in SharePoint 2007 435

Comparing Search Functionality in Different Versions of SharePoint 2007 .  . 436

Windows SharePoint Services 3.0 Search Service 437

Testing Windows SharePoint Services Search Functionality 438

Excluding .aspx Pages from Indexing . 440

Rebuilding the Index . 441

SharePoint Server 2007 Search Capabilities . 442

Managing Search Configuration Settings in SharePoint Server 2007 . 444

Search Services in SharePoint Server 2007 . 444

Configuring Search Settings 445

Search Usage Reports . 460

Search Settings for a Site Collection . 461

Create Keywords and Best Bets 461

Modifying the Default Search Pages . 462

Adding IFilters . 463

Summary . 465

Best Practices . 466

Part III Managing a SharePoint Environment

14 Managing and Administering SharePoint Infrastructure 469

Administering Windows SharePoint Services Site Settings 469

Users and Permissions . 470

Look and Feel 472

Galleries 474

Site Administration . 476

Site Collection Administration 478

Operations Management with the SharePoint Central Admin Tool . 481

Topology and Services . 482

Security Configuration 484

Logging and Reporting 484

Upgrade and Migration 486

Global Configuration 487

Backup and Restore . 490

Data Configuration . 492

Content Deployment 492

Application Management with the SharePoint Central Admin Tool . 493

SharePoint Web Application Management 493

SharePoint Site Management 496

Search . 497

InfoPath Forms Services . 499

Office SharePoint Server Shared Services . 500

Application Security 501

External Service Connections 501

Workflow Management . 503

Managing Shared Services in SharePoint 2007 . 504

User Profiles and My Sites 504

Search . 507

Office SharePoint Usage Reporting . 507

Audiences 510

Excel Services Settings . 510

Business Data Catalog 512

Using Additional Administration Tools for SharePoint 513

Command-Line Administration of SharePoint Using the STSADM Tool 514

Working with the Internet Information Services Manager Tool . 516

SQL Administration for SharePoint 516

Summary 517

Best Practices 517

15 Securing a SharePoint Environment 519

Identifying Isolation Approaches to SharePoint Security 519

Isolating SharePoint Data with Separate SharePoint Lists . 520

Isolating SharePoint Through Deployment of Separate Sites or Site Collections . 520

Isolating SharePoint with Separate Host Headers and Virtual Servers 520

Isolating SharePoint with Separate Physical Servers or Networks . 521

Physically Securing SharePoint Servers . 521

Restricting Physical Access to Servers . 521

Restricting Login Access . 522

Using the Run As Command for Administrative Access . 523

Securing SharePoint Access by Using Smartcards 524

Securing SharePoint's SQL Server 2005 Installation . 525

Windows Versus SQL Server Authentication 525

Understanding the SA Account and Setting a Strong Password . 527

Minimize SQL Server 2005 Attack Surface . 528

Managing Services and Connections to Reduce Surface Attack 529

Using SQL Server Security Logs . 531

Hardening SharePoint Server Security 533

Hardening a Server with the Security Configuration Wizard in

Windows Server 2003 Service Pack 1 533

Using Security Templates to Secure a SharePoint Server . 534

Shutting Off Unnecessary Services . 535

File-Level Security for SharePoint Servers 536

Exploring NT File System Security . 536

Auditing File Access to SharePoint Servers . 537

Securing a SharePoint Farm Using Windows Server Update Services 538

Understanding the Background of WSUS: Windows Update . 539

Deploying the Automatic Updates Client 539

Understanding the Development of Windows Server

Update Services 539

Examining WSUS Prerequisites 540

Installing a Windows Server Update Services System . 540

Setting WSUS Options . 542

Synchronizing a WSUS Server . 542

Approving WSUS Software Patches 543

Automatically Configuring WSUS Clients via Group Policy 545

Deploying Security Patches with WSUS 547

Verifying Security Using the Microsoft Baseline Security

Analyzer (MBSA) 547

Installing MBSA 548

Scanning for Security Vulnerabilities with MBSA 549

Viewing MBSA Security Reports . 549

Deploying Transport-Level Security for SharePoint . 551

Realizing Security by Deploying Multiple Layers of Defense . 551

Understanding Encryption Basics 551

Using Virtual Private Networks to Secure Access to SharePoint . 552

Examining VPN Tunnels 552

Reviewing Tunneling Protocols . 552

Outlining the PPTP and L2TP Protocols 553

Detailing the L2TP/IPsec Secure Protocol 553

Examining Integration Points Between SharePoint and Public Key

Infrastructure . 554

Understanding Private Key Versus Public Key Encryption 554

Using SSL Certificates for SharePoint 2007 554

Using Windows Server 2003 Certificate Services for

SharePoint Servers . 555

Examining Smartcards PKI Authentication for SharePoint 557

Examining the Encrypting File System (EFS) 557

Integrating PKI with Non-Microsoft Kerberos Realms 557

Examining IPsec for Internal SharePoint Encryption . 558

Reviewing the IPsec Principle 558

Detailing Key IPsec Functionality 558

Understanding IPsec NAT Traversal 559

Configuring Simple IPsec Between SharePoint Servers . 560

Viewing the IPsec Security Monitor 560

Establishing an IPsec Policy on the SharePoint Server . 561

Establishing an IPsec Policy on the Client . 562

Verifying IPsec Functionality in Event Viewer 562

Summary .  . 564

Best Practices   . 564

16 Maintaining and Monitoring SharePoint 2007 Environments and Databases .567

Managing a SharePoint Server Remotely . 567

Using the Remote Desktop for Administration to Administer a SharePoint Server 568

Using the Remote Control Add-on for Active Directory Users and Computers 569

Using Microsoft Operations Manager (MOM) 2005 to Simplify Management of SharePoint   . 570

Taking a Close Look at Microsoft Operations Manager (MOM) .  570

Downloading and Extracting the SharePoint 2007 Management Pack for MOM 2005 . 571

Importing the Management Pack File into MOM 2005 572

Allowing Manual Agent Installs on the MOM Server 573

Installing the MOM Agent on the SharePoint Server . 573

Monitoring SharePoint Functionality and Performance with MOM   575

Establishing a SQL Server Maintenance Plan . 576

Creating a Maintenance Plan 577

Viewing Maintenance Plans 582

Establishing Maintenance Schedules for SharePoint 584

Outlining Daily Maintenance Tasks . 585

Performing Weekly SharePoint Maintenance . 588

Performing Monthly Maintenance Tasks . 589

Performing Quarterly Maintenance Tasks 591

Summary of Maintenance Tasks and Recommendations 591

Summary 592

Best Practices 592

17 Backing Up and Restoring a SharePoint Environment 595

Backing Up and Recovering SharePoint Components 595

Using and Administering the Recycle Bin . 597

Examining the Two Stages of the Recycle Bin 597

Enabling Recycle Bin Functionality in SharePoint 599

Using the SharePoint Central Admin Tool Backup and Restore Options 600

Performing a Backup Using the SharePoint Central Admin Tool . 600

Restoring SharePoint Using the Central Admin Tool . 602

Backing Up and Restoring with SharePoint Designer 2007 . 604

Backing Up SharePoint Sites Using SharePoint Designer 2007 . 605

Deleting and Re-creating Sites in Anticipation of a Full Restore 606

Restoring Sites from SP Designer Backups . 607

Using STSADM to Move or Back Up Site Collections . 608

Backing Up Site Collections with STSADM 608

Deleting a Site Collection in Advance of a STSADM Restore . 609

Restoring SharePoint Site Collections Using the STSADM Utility 610

Automating Backups Using a Custom Script That Invokes STSADM 610

Scheduling the Custom STSADM Backup Script Using Windows Scheduler . 618

Backing Up Internet Information Services Configuration 620

Performing SQL Database—Level Backups and Restores 620

Understanding SQL Server Backup Methods 621

Understanding SQL Server Recovery Models 624

Examining a Real-World SharePoint Database Backup Scenario . 625

Summary . 626

Best Practices .  . 627

18 Configuring Email-Enabled Content and Exchange Server Integration 631

Enabling Incoming Email Functionality in SharePoint 632

Installing the SMTP Server Service on the SharePoint Server . 632

Configuring the Incoming Email Server Role on the SharePoint Server . 633

Using the Directory Management Service 635

Working with Email-Enabled Content in SharePoint 2007 . 635

Using Email-Enabled Document Libraries . 635

Configuring Email-Enabled Lists 636

Understanding Microsoft Office Exchange Server 2007 . 638

Outlining the Significant Changes in Exchange Server 2007 638

Outlining Exchange Server 2007 Server Roles 639

Planning for an Exchange Server 2007 Environment 640

Planning for Exchange Active Directory Design . 640

Planning for the Mailbox Server Role . 641

Planning for the Client Access Server Role 642

Planning for the Edge Transport Role . 643

Planning for the Hub Transport Role 643

Planning for the Unified Messaging Role 644

Understanding a Sample Deployment Scenario 644

Integrating Exchange 2007 with SharePoint 2007 645

Using an Exchange Server as an Outgoing Email Server for SharePoint .  . 646

Linking to Calendars, Contacts, and Inbox Items in Exchange 2007 from SharePoint Sites . 646

Using SharePoint 2007 to Replace Exchange Public Folders 647

Summary 647

Best Practices 647

19 Enabling Presence Information in SharePoint with Microsoft Office Communications Server 2007 .  649

Configuring Presence Within SharePoint 650

Enabling Presence Information on a Web Application . 651

Examining Presence Functionality Within a SharePoint Site Collection . 652

Understanding Microsoft's Unified Communications Strategy 652

Outlining the History of the Unified Communications Products 652

Exploring the Office Communications Server 2007 Product Suite 653

Viewing the Communicator Client 655

Installing Office Communications Server 2007 655

Extending the AD Schema 655

Preparing the AD Forest . 658

Prepping the Domain 659

Delegating Setup and Administrative Privileges 660

Configuring IIS on the Server . 662

Deploying an OCS 2007 Server . 663

Configuring the Server 664

Configuring Certificates for OCS . 667

Starting the OCS Services on the Server 669

Validating Server Functionality . 669

Installing the Admin Tools . 670

Exploring Office Communications Server Tools and Concepts 671

Administering Office Communications Server . 671

Adding Users to OCS . 671

Configuring User Settings from the OCS Admin Tool 671

Configuring Server Settings from the OCS Admin Tool . 673

Using the Instant Messenger Filter in OCS 2007 . 673

Installing and Using the Communicator 2007 Client 674

Using the Communicator 2007 Client 674

Installing the Communicator 2007 Client . 674

Installing and Configuring Live Communications Server 2005 SP1 . 675

Installing Live Communications Server 2005 SP1 . 675

Examining the Communicator 2005 Client . 676

Summary 677

Best Practices 677

20 Providing Secured Remote Access to SharePoint Using ISA Server 2006 679

Understanding the Internet Security and Acceleration Server 2006 . 680

Outlining the Need for ISA Server 2006 in SharePoint Environments 680

Outlining the High Cost of Security Breaches 681

Outlining the Critical Role of Firewall Technology in a Modern Connected Infrastructure .  681

Understanding the Growing Need for Application-Layer Filtering 682

Outlining the Inherent Threat in SharePoint HTTP Traffic . 683

Understanding Web (HTTP) Exploits 684

Securing Encrypted (Secure Sockets Layer) Web Traffic 684

Securing Access to SharePoint with Secure Sockets Layer Encryption . 685

Installing a Third-Party Certificate Authority on a SharePoint Server 686

Using an Internal Certificate Authority for SharePoint Certificates . 688

Forcing SSL Encryption for SharePoint Traffic 692

Securing SharePoint Sites with ISA Server 2006 693

Configuring the Alternate Access Mapping Setting for the External URL . 694

Installing an SSL Certificate on a SharePoint Server 695

Exporting and Importing the SharePoint SSL Certificate to the ISA Server . 696

Creating a SharePoint Publishing Rule 699

Logging ISA Traffic . 705

Examining ISA Logs 705

Customizing Logging Filters . 706

Monitoring ISA from the ISA Console 707

Customizing the ISA Dashboard 707

Monitoring and Customizing Alerts . 708

Monitoring Session and Services Activity 710

Creating Connectivity Verifiers . 711

Summary 713

Best Practices 713

21 Using Designer 2007 to Extend SharePoint 2007 Workflows and Customize the User Experience .715

Workflow Basics in SharePoint 2007 716

Configuring Workflow Settings . 716

Predefined Workflows 717

Deciding Where to Add the Workflow 718

Using a Predefined Workflow 718

Accessing Reports About Workflows . 722

Creating a Three-State Workflow . 723

Creating a New Customized Workflow . 724

Authoring Workflows Using SharePoint Designer 2007 . 729

Preparing to Create a Workflow in Designer 2007 . 730

Creating a Designer 2007 Workflow . 732

Executing a Designer 2007 Workflow . 736

Additional Designer 2007 Tools 737

Site Management Tools 738

Editing Standard SharePoint 2007 Sites . 740

Summary 742

Best Practices 742

22 Exploring Business Process and Business Intelligence Features in SharePoint 2007 .745

Using InfoPath 2007 with SharePoint 2007 and Forms Server 2007 . 746

Preparing to Create InfoPath 2007 Forms 746

File Components of a Form Template . 747

Form Design Basics . 748

InfoPath Forms Basics in SharePoint 2007 . 752

Making the Forms Smarter . 757

Extending the Reach of Forms with Forms Server 2007 . 762

Configuring Forms Server Functionality . 764

Publishing to a Forms Server . 764

Business Intelligence in SharePoint 2007 766

Excel Services . 766

Key Performance Indicators 768

Filter Web Parts 771

The Report Center and Sample Dashboard 774

Summary 775

Best Practices   . 776

Index 777

Jun 4, 2007     SharePointGuy from Burlington, VT
A must have for MOSS Administrators and Architects
Anyone who works with MOSS, or even WSS v3 should have this on the desk. The authors start with a good overview of what SharePoint is, what problems it was designed to solve, and how it does so. Then the authors go into the planning that should occur prior to beginning a deployment, (remember that with SharePoint the three most important issues in deploying and architecting are planning, planning, and planning), then into installing the system. Anyone planning to rollout a significant SharePoint deployment would do well to read and study the first section of this book. At almost 800 pages this book is quite weighty, but deservedly so.

The following sections go through the various parts of the product. Given the breadth of SharePoint it is hard to conceive of any one book that can cover the full gamut, however this one comes close. If I have any criticism of this book it is that there is not enough depth, there is little or no coverage of development topics, and there are parts where they say that something can be done, but go into no explanation as to who to do it, even if it is pointing in the right direction. The first two complaints are a bit unfair in that this is not a development book, and, again given the richness and depth of the product, there is no way that a single piece of literature can give all the details, even though this book comes as close as is humanly possible. The last is a very irritating thing to me. Often all I need to learn a new technology is a simple, Hello World type approach, getting some traction, then doing the research to get where I want to get to.

Other than that this book covers all the important areas such as Records Management, Search, Office integration, management of deployments, and on and on. With all l that is in this book, and minimum research, an administrator will have the information necessary to do most of what he or she needs to accomplish, as well as how to keep that system running at optimal levels.

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