About the Book
As businesses attempt
to maximize every employee hour, knowledge management and collaboration
tools have become more popular. SharePoint Portal Server 2003 offers businesses
a secure enterprise portal solution for knowledge management, document
sharing, and user collaboration. Built as a hub for the Office 2003 desktop,
SharePoint makes it easy for users to get information, work together, and
make smarter, faster business decisions. Because the adoption of the 2001
version of the server was slow, Microsoft built the need for SharePoint
into the new Office 2003 applications. For instance, using FrontPage 2003
without SharePoint Portal Server 2003 allows only 60-70% of FrontPage functionality.
The power of SPS 2003 allows users to create and manage robust, easy-to-build
Web sites for collaboration on documents, projects and tasks, and allows
these sites to be leveraged throughout the organization. Features such
as document versioning, approval workflow, document profiling, and publishing
help improve information flow. Microsoft SharePoint Portal Server 2003
Unleashed fills the void readers have been looking for in previous books
on the topic with a complete reference written by experts with valuable
experience with enterprise-level solution design and implementation.
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Table of Contents
Introduction.
I. SHAREPOINT OVERVIEW.
1. SharePoint Portal Server 2003
and Windows SharePoint Services Technology Primer.
The "Old Way" of Managing Documents.
The Old Ways of Collaborating.
Providing Knowledge Management and
Collaboration Tools with Internet Technologies.
Meeting Market Demands with SharePoint.
Windows SharePoint Services and SharePoint
Portal Server 2003 Defined.
Comparing Windows SharePoint Services
and SharePoint Portal Server 2003.
Basic Windows SharePoint Services
Features.
Integrating SharePoint 2003 with Microsoft
Office Products.
Scaling SharePoint Portal Server 2003
by Creating Server Farms.
Single Sign-on with SharePoint Portal
Server 2003.
Windows SharePoint Services and SharePoint
Portal Server 2003 Management Tools.
Summary.
Best Practices.
2. What's New in SharePoint Portal
Server 2003 and Windows SharePoint Services.
Microsoft's Evolving Collaboration
and Document Management Strategy.
Clarifying the New and Revised Terminology
of SharePoint.
Getting to Know the New and Improved
Features for Administrators.
Exploring the New and Improved Features
for End Users.
Expanding the Customization and Development
Features.
Summary.
Best Practices.
3. Understanding Organizational
Uses of SharePoint Technologies.
Why Would an Organization Want to
Use SharePoint?
Sharing, Managing, and Finding Documents
Made Easier.
Finding Relevant Information.
Providing Efficiencies for Meetings.
Adding Value by Using Alerts.
Engaging in Online Discussions.
Getting Information from Users.
Informing Users with Announcements
and News Items.
Creating Sites to Meet the Needs of
the User Community.
Expanding SharePoint by Integrating
with Microsoft Office 2003 and Other Applications.
Replacing Corporate Intranets.
Hosting SharePoint Sites on the Internet.
Communicating with Partners and Customers
Through a SharePoint Extranet. Summary.
Best Practices.
II. TRANSFORMING BUSINESS GOALS
AND PROCESSES INTO A SHAREPOINT DESIGN.
4. Analyzing the Business Document
Management and Collaboration Goals and Expectations.
Preparing for the Discovery Process.
Reviewing the Goals for the Network
Environment.
Reviewing Knowledge Management Processes
Currently in Place.
Reviewing the Collaboration Practices
Currently in Place.
Summary.
Best Practices.
5. Planning and Designing the SharePoint
2003 Infrastructure.
Preparing for the Design Process.
Software Design Decisions.
Making Hardware Design Decisions.
Designing the Portal.
Providing Secure Access to SharePoint
2003 Sites.
Documenting the Design.
Summary.
Best Practices.
6. Planning and Designing the SharePoint
2003 User Environment.
Key Components of the User Environment
Design Process.
Portal Design Considerations.
Agreeing on Standard Top-Level Site
Features.
Designing the Site Groups.
Filling the Management Roles.
Planning for Microsoft Office Product
Integration.
Providing the Correct Level of Training.
Documenting the Design Decisions.
Summary.
Best Practices.
III. INSTALLATION, CONFIGURATION,
AND MANAGEMENT OF A SHAREPOINT ENVIRONMENT.
7. Installing SharePoint Portal
Server 2003 and Windows SharePoint Services.
Laying the Foundation with Windows
Server 2003.
Installing Windows Server 2003 and
Windows SharePoint Services.
Installing Windows SharePoint Services
with WMSDE.
Installing Windows SharePoint Services
to Connect to an Existing SQL Database.
Installing SharePoint Portal Server
2003 and MSDE.
Installing SharePoint Portal Server
2003 and SQL Server 2000.
Installing SharePoint Portal Server
2003 to Connect to an External SQL Database.
Installing SharePoint Portal Server
2003 in AD Account Creation Mode.
Running the Microsoft Baseline Software
Analyzer After the Server Is Configured.
Troubleshooting the Base Installation
of SharePoint.
Uninstalling SharePoint 2003.
Summary.
Best Practices.
8. Configuring Client Access to
SharePoint 2003.
Four Different Options for Configuring
SharePoint 2003 Client Access.
Additional Client Access Decisions.
SharePoint 2003 Client Access Requirements.
Client Requirements for Accessing
SharePoint 2001 Document Libraries.
Using Internet Explorer 6.0 to Access
SharePoint 2003 Sites.
Using Netscape Navigator 7.1 to Access
SharePoint 2003 Sites.
Using My Network Places to Access
SharePoint 2003 Sites.
Using Word 2003 to Access SharePoint
2003 Sites.
Configuring an HTML Viewer for SharePoint
2003.
Providing Anonymous Access.
Installing the Client Components for
Backward-Compatible Document Libraries.
Providing Support to Clients.
Best Practices.
9. Using the Microsoft Office 2003
System with SharePoint Technologies.
Reviewing the Components of the New
Microsoft Office 2003 System.
Using Office 2000 and XP with SharePoint.
Reviewing the Integration Between
Word 2003 and SharePoint 2003.
Excel and SharePoint.
Outlook 2003 and SharePoint.
Using Access 2003 with SharePoint
2003.
InfoPath and SharePoint.
FrontPage 2003 and SharePoint.
Working with Project 2003 and SharePoint.
Integrating Visio and SharePoint.
Using PowerPoint 2003 and SharePoint.
An Overview of OneNote.
An Overview of Publisher 2003.
Benefits of Using Live Communications
Server.
Summary.
Best Practices.
10. Implementing and Validating
SharePoint Security.
Understanding Internal SharePoint
Security Components.
Identifying Isolation Approaches to
SharePoint Security.
Physically Securing SharePoint Portal
Servers.
Hardening SharePoint Server Security.
File-Level Security for SharePoint
Servers.
Securing a SharePoint Farm Using Software
Update Services.
Verifying Security Using the Microsoft
Baseline Security Analyzer (MBSA).
Securing SharePoint Portal Server
2003 SQL Server Database.
Deploying Transport-Level Security
for SharePoint.
Using Virtual Private Networks to
Secure Access to SharePoint.
Examining Integration Points Between
SharePoint and Public Key Infrastructure.
Examining IP Security (IPSec) for
Internal SharePoint Encryption.
Configuring Simple IPSec Between SharePoint
Servers.
Summary.
Best Practices.
11. Managing and Administering a
SharePoint Infrastructure.
Performing Common Administrative Tasks
in a SharePoint Site.
Administering SharePoint Farm Settings.
Managing SharePoint Portals and Sites.
Configuring and Administering SharePoint
Search.
Administering SharePoint's SQL Databases.
Backing Up and Recovering SharePoint
Components.
Summary.
Best Practices.
12. Maintaining SharePoint Servers
and Systems.
Maintaining a SharePoint Portal and
Site Environment.
Maintaining SharePoint's SQL Server
Database.
Auditing the SharePoint Server Environment.
Managing a SharePoint Server Remotely.
Updating and Monitoring SharePoint
Servers.
Establishing Maintenance Schedules
for SharePoint.
Summary.
Best Practices.
13. Migrating from SharePoint 2001
to SharePoint 2003.
Understanding the Changes in the SharePoint
2003 Technologies.
Developing the Migration Strategy.
Migrating Team Services Sites to Windows
SharePoint Services.
Migrating from SharePoint Portal Server
2001 to SharePoint Portal Server 2003.
Addressing Elements That Are Not Directly
Migrated.
Common Migration Issues and What To
Do About Them.
Summary.
Best Practices.
IV. IMPLEMENTING SHAREPOINT TECHNOLOGIES.
14. Using SharePoint Technologies
for Storage, Indexing, and Centralized Information Access.
Using Document Libraries for Managing
Content.
Using Areas to Organize Information.
Using Content Sources to Include Information
in Search Results.
Facilitating Search with Content Indexes.
Utilizing Search Scopes for Content
Searching.
Using Keywords and Best Bets to Mark
Relevant Items.
Locating Information Using SharePoint
Portal Server 2003 Search.
Differences Between Windows SharePoint
Services Search and Portal Sites Directory Search.
Common Issues and Explanation and/or
Resolution.
Summary.
Best Practices.
15. Managing and Using Document
Workspaces and Document Libraries.
Identifying the Differences Between
Sites, Workspaces, and Libraries.
Creating and Using Document Libraries.
Using a Backward-Compatible Document
Library.
Collaborating Using Document Workspaces.
Restricting Access to Documents and
Libraries.
Tracking Document History Using Versioning.
SharePoint Document Collaboration
Using Microsoft Office 2003.
Protecting Document Libraries from
Malicious Use.
Summary.
Best Practices.
16. Using SharePoint Technologies
for Discussion Boards and Document Discussions.
Understanding SharePoint Web Discussions.
Working with SharePoint Web Discussions.
Understanding and Creating SharePoint
Discussion Boards.
Working with SharePoint Discussion
Boards.
Common Discussion Issues.
Summary.
Best Practices
17. Using SharePoint Technologies
for Document Management and Version Control.
Defining a SharePoint Meeting Workspace.
Using SharePoint to Manage Events.
Creating Meeting Workspaces.
Making Changes to the Meeting Workspace
Site.
Working with Multiple Meeting Workspaces.
Customizing the Meeting Workspace
Site.
Using Alerts to Be Notified of Changes.
SharePoint Meeting and Event Integration
with Outlook 2003.
Common Meeting Workspace Issues.
Summary.
Best Practices.
18. Using SharePoint Technologies
for Managing Lists.
Understanding SharePoint Lists.
Creating, Modifying, and Accessing
SharePoint Lists.
Using Views to Customize the Display.
Providing Access to a List on a Web
Page Using the List View Web Part.
Finding Out More About Specific SharePoint
List Types.
Special Lists for Meeting Workspace
Sites.
Integrating SharePoint Lists with
Microsoft Office 2003 Applications.
Common List Issues with Resolution
or Explanation.
Summary.
Best Practices.
19. Customizing and Personalizing
the SharePoint Experience.
Customizing a Personal Site.
Using FrontPage to Modify SharePoint
2003 Pages.
Customizing Standard Web Parts for
Business Use.
Summary.
Best Practices.
V. EXPANDING THE USE OF SHAREPOINT
TECHNOLOGIES THROUGHOUT THE ENTERPRISE.
20. Creating Scalability for an
Enterprise SharePoint Environment.
Understanding Scalability for SharePoint.
Scaling Logical SharePoint Components.
Utilizing and Understanding Clustering
for SharePoint.
Choosing the Right Clustering Technology
for SharePoint.
Understanding Microsoft Cluster Service
(MCCS) Clustering for SharePoint's SQL Database.
Scaling the SharePoint SQL Server
2000 Database Structure.
Scaling Across a SharePoint Farm.
Summary.
Best Practices.
21. Consolidating SharePoint Technologies
into a Collaboration and Communications Environment.
Justifying and Deploying Business
Portals.
Addressing Common Business Issues
with SharePoint Features.
Deploying a Team Collaboration Solution
with SharePoint.
Deploying a Corporate Intranet Solution
with SharePoint.
Deploying a Customer Extranet Solution
with SharePoint.
Summary.
Best Practices.
Index. |
