Cover image for Microsoft® Office SharePoint® Server 2007 Best Practices

Microsoft® Office SharePoint® Server 2007 Best Practices

Author Bill English , Ben Curry
Release Date: 2008/06/01
ISBN: 9780735625389
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Book Description

Get field-tested best practices and proven techniques for designing, deploying, operating, and optimizing Microsoft Office SharePoint Server 2007 and Windows SharePoint Services 3.0. Part of the new Best Practices series for IT professionals from Microsoft Press®, this guide is written by leading SharePoint MVPs and Microsoft SharePoint team members who ve worked extensively with real-world deployments and customers. You ll find out how to deploy the software, design your environment, manage content, analyze and view data, perform disaster recovery, monitor performance, and more. You'll learn how to create SharePoint sites that help your organization collaborate, take advantage of business insights, and improve productivity with practical insights from the experts.

Key Book Benefits:

Delivers authoritative, field-tested best practices for working with Microsoft SharePoint solutions Covers the full IT lifecycle, from planning, design, and deployment through operations and support Includes a CD with job aids, utilities, and a fully searchable eBook

Table of Contents

  1. Microsoft® Office SharePoint® Server 2007 Best Practices
    1. SPECIAL OFFER: Upgrade this ebook with O’Reilly
    2. A Note Regarding Supplemental Files
    3. Acknowledgments
    4. Introduction
      1. Why We Wrote This Book
      2. Best Practices versus Design
      3. Who This Book Is For?
      4. How This Book Is Organized
      5. What This Book is Not
      6. System Requirements
      7. How You Can Contact Us
      8. Support for This Book
    5. I. Planning and Designing
      1. 1. Introducing Microsoft Office SharePoint Server 2007
        1. Windows SharePoint Services 3.0
          1. Delegation of Administration
          2. Provisioning of Web Applications
          3. Backup and Restore
          4. Security
          5. Storage
            1. Site Columns
            2. Item Versioning
          6. Server Farm Topology
          7. Site Model
          8. Application Programming Interfaces
            1. Web Services
            2. Fields and Forms
          9. Collaboration
          10. Wikis
        2. SharePoint Server 2007 Standard
          1. Search and Indexing
          2. Shared Services Providers
          3. Portals
          4. Site Collection Auditing
          5. Enterprise Content Management
        3. SharePoint Server 2007 Enterprise
          1. Forms Server 2007
          2. Excel Calculation Services
          3. Business Data Catalog
        4. SharePoint Server 2007 for Internet Sites
        5. How Can SharePoint Server Help My Organization?
          1. Collaboration
          2. Content Aggregation
            1. Portals
            2. Search
            3. Knowledge Transfer
          3. Content Organization
          4. Content Presentation
          5. Content Publishing
        6. Summary
      2. 2. Change, Power, and Conflict
        1. Understanding Change in a Corporate Environment
          1. Common Types of Change in a Corporate Environment
          2. How Different Individuals Accept Change
          3. Managing Environmental Change
        2. Understanding Power Dynamics and Change
        3. Understanding Specific Changes that SharePoint Introduces
          1. Information Access Changes
          2. Breaking Down Information "Kingdoms"
          3. Document Development and Collaboration
          4. End-Users as Web Site Administrators and Creators
          5. End-Users as Security Agents
        4. Strong Governance and Potential Conflicts
          1. Knowing Where to Put Information
          2. Knowing How Information Is to Be Handled
          3. Knowing Who Makes Which Decisions
        5. Summary
      3. 3. SharePoint Server 2007 Design Life Cycle
        1. Overview of Frameworks that Can Be Used with SharePoint Server 2007
          1. Information Technology Infrastructure Library
            1. Microsoft Solutions Framework
            2. Microsoft Operations Framework
          2. Structure versus Freedom
          3. Process Models
          4. Best of Both Worlds
        2. Define Stakeholders
        3. Training
          1. Administrators
          2. Developers
          3. End-Users
          4. Help Desk
        4. Gathering Requirements
          1. "I Need" versus "I Want"
          2. Elicitation Techniques
          3. Modeling Requirements
          4. Agreeing on Requirements
          5. Dealing with Requirements Creep
        5. Major Milestone 1: Design Phase
          1. Mapping Functional Requirements to Design Features
          2. Common Functional Design Questions
          3. Understanding How to Implement Technical Requirements
          4. The 25 Most Common Design Questions
          5. Dependencies
          6. Define Performance and Capacity Requirements
          7. Contingency Factors
          8. Test Initial Design
          9. Approval
        6. Major Milestone 2: Build Readiness
          1. Prototype Approved by Stakeholders
          2. Design Constraints
          3. Build Out Production System
            1. Prepare Dependencies
            2. Document SharePoint Server 2007 Installation
          4. Test Production Build
          5. Refinement of System
            1. Pilot Users
            2. Fix Bugs
        7. Major Milestone 3: Operational Readiness
          1. Disaster Recovery Testing
        8. Operating and Supporting
        9. Summary
        10. Additional Resources
      4. 4. Defining Business Requirements
        1. Requirements
          1. Business Requirements
          2. Functional Requirements
          3. Constraints or Nonfunctional Requirements
          4. Testing Requirements
          5. Technical Specifications or Requirements
        2. Bridging the Gap Between Business Need and Technology Solution
        3. Characteristics of Good Requirements
        4. Implementing Requirements Traceability and a Requirements Matrix
        5. How Many Requirements per Project?
          1. Establishing Subprojects in Parallel
          2. Establishing Subprojects in Sequence
          3. Implementing Iterative Project Management
          4. Using Hybrid Methodologies
        6. Using Requirements to Solve Problems
          1. Deciding Whether to Pursue the Solution
          2. Developing the Project Charter
            1. Project Information
            2. Project Scope
            3. High-Level Project Requirements
            4. Business Justification: Making Sure Your Project Meets a Business Need
            5. Success Criteria
            6. Key Deliverables
            7. Technology Strategy
            8. Roles
            9. Project Milestones and Deadlines
            10. Operations Strategy and Deployment Plan
          3. Managing Change Control
          4. Governance Defined
          5. Business Drivers: The Building Blocks of a Business Strategy
        7. Negotiating Service Level Agreements
        8. Summary
        9. Additional Resources
      5. 5. SharePoint Server 2007 and Governance
        1. Governance Best Practices
          1. Fit the Organization’s Existing Workflow and Culture
          2. Keep Technology Aligned with Business Objectives
          3. Define and Manage the Organization’s High-Level Information Taxonomy
          4. Simple Is Beautiful in the World of Taxonomies
          5. Keep the Organization Aware of the Financial and Performance Impacts of Its Technology Decisions
          6. Balance Long-Term and Short-Term Views When Making Technology Decisions
          7. Encourage Excellence and Innovation
          8. Guide Through Merit and Service
          9. Handle Questions and Issues Quickly, Concisely, and Effectively
          10. Maintain a Technology-Agnostic Viewpoint
          11. Start Small and Grow Over Time, Intentionally
          12. Standardize Enterprise-Wide Information with Minimal Intrusion
        2. Getting a Technology Governance Team Started
          1. Assign the Governance Team
          2. Evaluate Organizational Goals and Business Drivers
          3. Evaluate Current and Planned Business Initiatives
          4. Define the Business Requirements
            1. Evaluate the Technology Base
            2. Develop, Publish, and Maintain a Technology Roadmap
          5. Evaluate Existing Governance and Oversight Processes, Documents, and Activities
        3. Create an Effective Governance Team Site
          1. Membership Management
          2. Governance Team Roles in SharePoint
            1. Governance Team Ex-Officio Members
            2. Governance Team Approvers and Sponsors
            3. Governance Team Readers
          3. SharePoint Lists Included in the Governance Team Site
            1. Governance Team Calendar
            2. Governance Team Task List
            3. Governance Team Issues List
            4. Governance Team Contacts List
            5. Governance Team Documents Library
            6. Governance Team Forums
        4. Summary
        5. Additional Resources
      6. 6. Project Plans for a SharePoint Server 2007 Deployment
        1. Understanding Microsoft’s SharePoint Server 2007 Deployment Plan
        2. The Envisioning Stage
        3. The Planning Stage
          1. Assemble Project Teams and Define Roles
          2. Review Technical Requirements
          3. Review Preliminary End-User and Business Requirements
          4. Determine Preliminary Design Objectives
          5. Identify Coexistence Strategies
          6. Establish Test Lab Environment
          7. Perform Risk Analysis
          8. Define Communication Strategy
          9. Define Education Strategy
          10. Review Client Hardware and Software
          11. Create Governance Plan with Mission, Vision, and Strategy
          12. Plan Server Configuration
          13. Plan Security
            1. Managing Permissions Using Active Directory Groups versus Active Directory User Accounts
          14. Plan for Performance
          15. Plan Failover and Disaster Recovery
          16. Plan for Localization
          17. Plan Integration
          18. Plan Maintenance
          19. Plan Content and Navigation Structure
        4. Deployment, Implementation, and Configuration Management
        5. Post-Implementation Operations, Optimization, and Business Review
        6. Summary
        7. Additional Resources
      7. 7. Developing an Information Architecture
        1. Common Goals
        2. Architecture Forethought
        3. Information Architecture Foundations
          1. Publishing
          2. Collaboration
          3. Records Management
          4. Content Movement
          5. Opportunity Defined
          6. Going Vertical
          7. Shared Services
        4. Information Arrangement
        5. Information Context
        6. User Interface and Branding
        7. Usability and Acceptance
        8. Emergent Capability
        9. Information Architecture Building Blocks
          1. Lower-Level Data Objects
          2. Macro Example
          3. Micro Permutations
          4. Provisioning
          5. Self-Service
        10. Summary
        11. Additional Resources
    6. II. Building
      1. 8. Document Management
        1. What Is a Document?
        2. What Is Document Management?
        3. The Document Life Cycle
          1. Creation
        4. Should SharePoint Replace File Servers?
          1. Location
          2. Filing
          3. Retrieval
            1. Mapping the Features of SharePoint Server 2007 to Your Information Architecture
            2. Metadata Results Depend on How You Create Them
          4. Security
          5. Workflow and Approval
          6. Distribution
            1. Location of the Finished Document
            2. Permissions to the Document
            3. Using the Send To Feature in SharePoint
          7. Retention
          8. Archiving
        5. Other Best Practices Concerning Documents and Document Libraries
        6. Working with the SharePoint Server 2007 DoD 5015.2 Add-On Pack
        7. Summary
        8. Additional Resources
      2. 9. Enterprise Content Management
        1. What Is Enterprise Content Management?
          1. Structured versus Unstructured Content
          2. New Legal Requirements
          3. Other Driving Forces
          4. Scenarios
            1. Small and Medium Business Market
            2. Content-Driven Internet Sites
            3. Collaborative Intranet Sites
            4. Content Archiving Sites
        2. SharePoint ECM Technologies
          1. Document Management
            1. Content Types
            2. Versioning
            3. Item-Level Security
            4. Integrated Information Rights Management
          2. Web Content Management
            1. Publishing and Publishing Infrastructure Features
            2. Page Layouts and Field Controls
            3. Document Converters
            4. ASP.NET 2.0 Master Pages
            5. Reusable Content and Image Libraries
            6. Approval Workflow
            7. Content Deployment
          3. Records Management
            1. Records Center
            2. Information Management Policies
            3. Record Routing
            4. Holds
          4. Forms Management
            1. Forms Library
            2. InfoPath Forms Services
          5. E-mail Management
        3. SharePoint ECM Best Practices
          1. Combine Centralized and Local Governance
          2. Develop Document Plans
          3. Don’t Migrate All Legacy Content
          4. Store Large Media Files in External Storage
          5. Add iFilters to Index Unstructured Content
        4. Summary
        5. Additional Resources
      3. 10. Business Processes and Workflows
        1. Identifying Workflow Candidates
          1. Adapt the Technology to Business Requirements
        2. Overview of Out-of-the-box Workflows
          1. Workflow Configuration Options
          2. Workflow History
          3. Which Workflow History List?
        3. Publishing Workflows
        4. Workflow Deployment Considerations
          1. Should You Disable Custom Workflows?
        5. The Other Side of the Coin: Code-free Custom Workflows
        6. Custom Workflow Considerations
          1. Extending SharePoint Designer 2007 Workflows
          2. Deployment Configuration and Custom Workflows
        7. Workflow Deployment Options
          1. Workflows Deployed to a Document Library
          2. Workflows and Document Libraries: Many to One
          3. Workflow Naming Conventions
        8. Workflows and Client Applications
          1. Invoking Workflows: Clients
        9. Security Considerations
        10. Summary
        11. Additional Resources
      4. 11. Branding and Customization
        1. Overview of SharePoint Branding
          1. Why Customize Branding?
          2. Who Controls Branding?
          3. What Method Should I Use?
            1. Criteria for Selecting a Customization Method
              1. Understanding Where Changes Are Stored
              2. Security, Audiences, and Performance
              3. Publishing versus Nonpublishing
            2. Branding Methodologies
              1. Master Pages and Content Pages
              2. Cascading Style Sheets
              3. Themes
              4. Features, Solutions, and the Object Model
              5. Web Parts
        2. Native Support for Branding
          1. Title, Description, and Icon
          2. Publishing Support for Branding
            1. Master Pages in Publishing Sites
            2. Alternate CSS URL
            3. Navigation
            4. Page Layouts
        3. Branding with SharePoint Designer 2007
          1. Master Pages
          2. Publishing Layout Pages
          3. Site Templates
        4. Branding Using Visual Studio 2005
          1. Site Definitions
            1. Custom Site Definitions
            2. Feature Site Template Association
          2. Master Pages
          3. Cascading Style Sheets
          4. Solutions
        5. Hybrid Approaches: SharePoint Designer and Visual Studio
        6. Summary
        7. Additional Resources
      5. 12. Web Parts, Features, and Solutions Management
        1. Content and Infrastructure
        2. Developer’s Role in SharePoint
        3. Environments
          1. Development Environment
          2. Test Environment
            1. Separate Database Server
            2. Multiple Web Front-End Servers
            3. Shared Services for SharePoint Server 2007
            4. Multiple User Accounts and Varying Permissions
          3. Test Environment Content Replication
            1. Replication via Backup and Restore
            2. Replication via Export/Import
            3. Replication via Other Methods
        4. Web Parts
          1. Web Part Infrastructure
          2. Web Part Manager
          3. Web Part Zone
          4. Editor Zone and Tool Parts
          5. Web Parts
          6. ASP.NET and Windows SharePoint Services 3.0 Web Parts
          7. Legacy and ASP.NET Web Parts
          8. Web Part Connections
          9. Web Parts with User Controls
          10. Web Part Verbs
          11. Customization and Personalization with Web Parts
            1. Branding and Customization/Personalization
            2. Provide a Consistent Method for Customizing and Personalizing a Web Part
            3. Properties and View/Control States
          12. Web Part Execution Environments
          13. Resource Locations
        5. Features
          1. Feature Element Types
            1. Custom Action Definitions
            2. DelegateControl Element
            3. Module Element
            4. Field and ContentType Element
            5. ListTemplate and ListInstances Elements
            6. FeatureSiteTemplateAssociate Element
            7. Workflow Element
            8. Executable Elements
          2. Feature Events
        6. Solutions
          1. Cabinet Directive File (.ddf)
          2. Solution Manifest File
            1. FeatureManifests Element
            2. SiteDefinitionManifests Element
            3. Assemblies Element
            4. TemplateFiles and RootFiles Elements
            5. CodeAccessSecurity Element
        7. Sample Web Part (Available Online)
        8. Summary
        9. Additional Resources
      6. 13. Creating and Managing Publishing Sites
        1. Publishing Infrastructure and Publishing Features
          1. Publishing Infrastructure
            1. Site Settings
            2. Content
          2. Publishing Feature
            1. Site Actions
            2. Site Settings and Caching
        2. Portals and Publishing
        3. Leveraging Publishing Sites
          1. Document Center
          2. News Site
          3. Sites Directory
        4. Choosing a Content Deployment Strategy
          1. Authoring in Place with Approval
          2. Publishing Tools
          3. Document Conversions
        5. Managing Master and Layout Pages
        6. Search Considerations for Public Sites
        7. Supporting Localization
          1. Unique Language Sites
          2. Variations
            1. Best Practices for Troubleshooting the Variation Process
            2. Content Translation Management Tools
              1. External Services
              2. Internal Translation Services Tools
        8. Summary
        9. Additional Resources
      7. 14. Understanding and Implementing Microsoft Search Server 2008
        1. Search Server 2008 Features and Benefits
        2. Understanding OpenSearch Standards
          1. OpenSearch Description Documents
            1. OpenSearchDescription Element
            2. ShortName Element
            3. LongName Element
            4. Description Element
            5. URL Element
            6. Contact Element
            7. Tags Element
            8. Image Element
            9. Query Element
            10. Developer Element
            11. Attribution Element
            12. SyndicationRight Element
            13. AdultContent Element
            14. Language Element
            15. InputEncoding Element
            16. OutputEncoding Element
            17. AutoDiscovery of RSS/Atom
          2. OpenSearch Response Elements
          3. totalResults Element
          4. startIndex Element
          5. itemsPerPage Element
        3. Installing Search Server 2008
          1. Preparing for the Installation
          2. Other Information
          3. Conducting the Installation
          4. Administrating Search Server 2008
        4. Building Federated Location Definition Files and Integrating Search Server 2008 with Live Search
        5. Best Practices for Implementing Search Server 2008
        6. Summary
        7. Additional Resources
    7. III. Deploying
      1. 15. Implementing an Optimal Search and Findability Topology
        1. Findability: What Is It and Why Is It Important to You?
          1. Information Overload
          2. The Long Tail
          3. Relevance, Precision, and Recall
            1. Power Law Distribution
          4. What Are Users Really Seeking?
            1. Mooers’ Law: The People Problem
            2. Understanding Information Maturity Gradations
          5. Taxonomies and Social Networks
          6. Governance, Search, and Findability
        2. Business Requirements and Search
        3. Designing Crawl and Query Topologies
          1. Scaling Out Your Index and Query Servers
            1. When to Scale Out with More Index Servers
            2. When to Scale Out with More Query Servers
            3. Planning the Thesaurus and Noise Word Files
          2. When to Use the Federated Query Features
            1. Scenario: You need to conserve bandwidth
            2. Scenario: You need to display the content in the results set, but the remote index’s robots.txt file blocks SharePoint’s crawler
            3. Scenario: You need to see results from a content source only when certain keywords and/or keyword patterns are entered by the user
            4. Scenario: Content at the content source changes very often, and those changes must immediately be reflected in the result set. You can crawl and index the content source
            5. Scenario: Content at the content source changes frequently, but those changes need not be reflected quickly in the result set. You can crawl and index the content source
            6. Scenario: You need to tightly define which URLs from the remote index will appear in the result set
            7. Scenario: You need to have queries executed under different security contexts to different remote indexes to receive security-trimmed results within the FLD’s result Web part
            8. Scenario: You need to have content in the result set that is not indexed locally at the remote site or server
            9. Scenario: The remote index is intermittently available when users execute queries. You are able to crawl and index the content source’s content
            10. Scenario: The remote index does not return results in RSS or Atom or the presentation of the results is not usable within the FLD Web part
            11. Scenario: The content needs to be available in the result set, but the query frequency of the content is not sufficient to justify the resources needed to crawl and index that content
            12. Scenario: You have more than 250,000 start addresses and/or 500 content sources that you need to include in the result set, and you do not want to or cannot build a second Shared Services Provider in
            13. Scenario: You have too many FLDs in your result set, and the usability of the result set interface has diminished significantly
            14. Scenario: Best Bet–type results have several content items and are easily displayed within either the Best Bet Web part or the FLD Web part
            15. Scenario: Scoping effects are needed on a remote content source that you are not crawling and indexing
            16. Scenario: You have created FLD files to federate queries in your SharePoint Server 2007 implementation, but the results are returned too slowly from the remote index and users are complaining
        4. Findability Tools in SharePoint Server 2007
          1. Findability Tools that Support Taxonomies and Push Needs for Administrators
            1. Master Site Directory
            2. URL/Managed Paths
            3. Content Types and the Document Information Panel
            4. Summary Links Web Part
            5. My Site and My Site Personalization
            6. Audiences
            7. Scopes
            8. Records Centers
            9. Galleries
          2. Findability Tools that Support Social Networks and Pull Needs for Users
            1. Microsoft Office Groove
            2. Wikis and Blogs
            3. Social Networking, My Site, and User Profiles
            4. Membership Web Part
        5. Summary
        6. Additional Resources
      2. 16. Leveraging Shared Services Providers
        1. What Shared Services Are Provided with SharePoint Server 2007?
          1. Search
          2. User Profiles
          3. Published Links to Office Applications
          4. Personalization Site Links
            1. Exposing Publishing Portal Sites in the My Site Global Navigation
          5. Audiences
          6. My Sites
          7. Excel Services
          8. Business Data Catalog
        2. Intra-Farm versus Inter-Farm Shared Services
          1. Designing Intra-Farm Shared Services
          2. Designing Inter-Farm Shared Services
        3. Designing Shared Services
          1. My Sites
          2. Surfacing User Information via Profiles
          3. Audience Targeting
          4. SSPs in the Extranet
        4. Geographically Dispersed Deployments
          1. Regional My Site Providers
          2. Search and Indexing
        5. Summary
        6. Additional Resources
      3. 17. Optimizing Information Security
        1. Confidentiality
          1. Information Classification
          2. Content Types
        2. Integrity
          1. SharePoint Groups versus Active Directory Groups
            1. Site Collection Administrators
            2. Active Directory Group Membership
            3. My Site Functionality Limitations
          2. Access Control and Permissions Levels
            1. Defining Access Scenarios
            2. Web Application Security Policies
            3. Site Collection Administrators
            4. Permission Levels and Inheritance
        3. Authenticity
          1. User Authentication
          2. Code Access Security
            1. Assembly Signing
              1. What Should Be Strong Named
              2. What Must Be Strong Named
              3. What Should Not Be Strong Named
              4. Delay Signing Assemblies
            2. Safe Controls
              1. Adding Safe Control Entry Manually
              2. Adding Safe Control Entry Using WSP
            3. Code Access Security Trust Levels in SharePoint
              1. Default Security Permissions in SharePoint
              2. Default Trust Levels in SharePoint
              3. Setting the Trust Level for a Web Application
              4. Adding a Custom Trust Level Configuration
              5. Adding Policy Definitions During Deployment
            4. Web Part Permissions
        4. Summary
        5. Additional Resources
      4. 18. Business Intelligence and Reporting
        1. The Microsoft BI Big Picture
        2. BI Integration with SharePoint Server 2007
        3. Core BI Features in SharePoint and Office
          1. Excel
            1. Excel Add-ins
            2. Office BI Integration with SharePoint Lists
              1. Excel-to-SharePoint and Data Synchronization
              2. SharePoint-to-Excel and Data Synchronization
          2. Excel Services
            1. Authentication Between Client and Server
            2. Publishing Excel Workbooks
            3. Configuring Excel Web Access Web Parts
            4. Unsupported Features in Excel Services
          3. SharePoint Report Center
            1. Reports Library
              1. Creating Reports
              2. Dashboards
            2. Data Connection Library
              1. ODC Files
              2. UDC Files
            3. KPI List
        4. Business Data Catalog
          1. BDC Web Parts
          2. Creating Application Definition Files
          3. Authentication and Security
            1. Securing Entities
          4. BDC Columns
            1. BDC List Columns and Alternate Access Mappings
            2. Client Interaction: Document Information Panel
        5. Summary
        6. Additional Resources
      5. 19. Extending Business Intelligence
        1. Reporting Services
          1. How Does Reporting Services Work with SharePoint?
            1. SQL Server 2005 Service Pack 2
            2. Reporting Services Add-in for Microsoft SharePoint Technologies
        2. Integrating Reporting Services with SharePoint
          1. SQL Server 2005 Reporting Services Native (Default) Mode
          2. SQL Server 2005 Reporting Services SharePoint Integrated Mode
            1. Configure Reporting Services in Central Administration
            2. Configure Reporting Services in Site Settings
            3. Managing Report Subscriptions
          3. Reporting Services Content Types
          4. Adding Reporting Services Content Types to Document Libraries
          5. Reporting Services Web Parts
            1. Report Viewer Web Part and User Permissions
            2. Configuring the Report Viewer Web Part
        3. Other Reporting Services Features Within SharePoint
          1. Data Source Configuration
          2. Reporting Services, Authentication, and Data Sources
          3. Report Model Configuration
          4. Report File Configuration
        4. Security Considerations
          1. Securing Reporting Services—Native Mode and SharePoint Integrated Mode
        5. Creating, Publishing, and Deploying Reports to SharePoint Sites
          1. Reporting Against SharePoint Lists with Reporting Services
          2. Use Visual Studio 2005 to Create and Author Reports
            1. Option 1: Deploy a Report Model and Data Source to SharePoint
            2. Option 2: Deploy a Report to a SharePoint Document Library
          3. Authoring Reports with SQL Server 2005 Reporting Services Report Builder
          4. Report Versioning
        6. Distributed Server Environment Consideration
          1. Running Reporting Services on a Domain Controller
        7. PerformancePoint Server 2007
          1. PerformancePoint Server 2007 Components in a Nutshell
          2. Planning Administration Console
          3. PerformancePoint Planning Server Operational and Business Reports Requirements
          4. Planning Business Modeler
          5. PerformancePoint Add-in for Excel
          6. Dashboard Designer: Presenting PerformancePoint Server 2007
            1. Deploying the Dashboard Designer Executable
        8. Working with Dashboard Designer
          1. Dashboards
          2. Configure Data Sources
          3. Creating Reports
          4. Excel Services Report
          5. Reporting Services Reports
          6. Strategy Map Reports
          7. Using MDX Queries
          8. KPIs
        9. Security and Dashboard Designer
        10. Deploying Dashboards to SharePoint Sites
          1. Adding PerformancePoint Dashboard Items to SharePoint Sites
        11. Interacting with Dashboards Within SharePoint Sites
        12. Saving a Dashboard Designer Workspace
        13. Business Intelligence Use Case Scenarios
          1. Scorecards: Which Technology Works Best?
        14. Summary
        15. Additional Resources
      6. 20. Intranet, Extranet, and Internet Scenarios
        1. Web Applications: The Foundation
          1. Application Pool Best Practices
          2. Content Database Best Practices
          3. Moving Site Collections
          4. What’s in a Zone?
        2. Scenarios
          1. Intranet Scenarios
            1. Private Network
            2. Split Farm
            3. Screened Subnet
          2. Extranet Scenarios
            1. Zone Isolation
            2. Physical Isolation
          3. Internet Scenarios
            1. Shared Farm
            2. Dedicated Farm
        3. Summary
        4. Additional Resources
    8. IV. Operating
      1. 21. Data Protection, Recovery, and Availability
        1. Planning for Recovery
          1. What Are You Protecting?
          2. Stakeholder Education
          3. Service Level Agreements
        2. Designing for High Availability
          1. Fault Tolerance and High Availability
          2. SQL Server
            1. Clustering
            2. Database Mirroring
            3. Transaction Log Shipping
          3. SharePoint Servers
            1. Windows SharePoint Services Web Application
            2. Index
            3. Query
            4. Excel Calculation Services
            5. Document Conversions
            6. Central Administration
        3. Backup and Restore Strategies
          1. Recovery Time Objective
          2. Recovery Point Objective
        4. Recovering Content
          1. Web Applications
            1. Restoring Web Applications via SQL Server Restore
            2. Restoring Web Applications via Central Administration
          2. Shared Services Providers
          3. Site Collections
          4. Lists and Items
        5. Recovering from Disasters
        6. Summary
        7. Additional Resources
      2. 22. Upgrading from SharePoint Portal Server 2003 to SharePoint Server 2007
        1. Overview of the Four Migration Methods
          1. In-Place Upgrade
            1. Advantages
            2. Disadvantages
          2. Gradual Upgrade
            1. Advantages
            2. Disadvantages
          3. Content Database Migration
            1. Advantages
            2. Disadvantages
          4. User Copy
            1. Advantages
            2. Disadvantages
        2. Pre-upgrade Tasks
          1. Upgrading SQL and Office Platforms
          2. SharePoint Tasks
            1. Deprecated Features
            2. Perform a Full Exam of Your SharePoint Portal Server 2003 Environment
            3. Decide Which Hardware You Will Use for Your SharePoint Server 2007 Implementation
            4. Upgrading from 32-Bit SharePoint Portal Server 2003 to 64-Bit SharePoint Server 2007
            5. Do You Need to Redo Your URL Topology in SharePoint Server 2007?
            6. Develop a Communication Plan to Inform Users and Management About Migration Activities
            7. Understand When and How to Use Prescan.exe
            8. Ensure Your SharePoint Portal Server 2003 and SQL Backups Are Working
            9. If You Choose to Perform a Gradual Upgrade, Ensure You Have Enough SQL Disk Space
            10. Be Sure that You Have Removed All Orphaned Objects from the SQL Database
            11. Increase the Web Site and ASP.NET Timeout Settings
            12. Plan for Broken Links
            13. Increase the SQL Transaction Log File Size
        3. Upgrading Customizations
        4. Post-upgrade Tasks
        5. Upgrading Shared Services
          1. Shared Services in SharePoint Portal Server 2003
        6. Combining Migration Methods
        7. Upgrading Between Active Directory Forests
        8. When to Use the Different Upgrade Methods
        9. Summary
        10. Additional Resources
      3. 23. Capacity Planning and Performance Monitoring
        1. Capacity Planning
          1. Software Configuration
          2. Customization
          3. Server and Network Hardware
          4. Boundaries
            1. Software Boundaries
            2. Hardware Boundaries
          5. Capacity Planning Solution Tool
          6. Visual Studio 2008 Team Suite
            1. Creating Web Tests
            2. Creating a Load Test
        2. Performance Monitoring
          1. Perfmon.exe
          2. System Center Operations Manager 2007
        3. Summary
        4. Additional Resources
    9. Glossary
    10. About the Authors
      1. Principal Authors
      2. Co-Author
      3. Contributing Authors
      4. Content Contributors
    11. Additional Resources for IT Professionals from Microsoft Press
      1. Windows Server
      2. Windows Client
      3. SQL Server 2005
      4. Exchange Server 2007
      5. Scripting
      6. Related Titles
    12. More Great Resources for IT Professionals from Microsoft Press
      1. Administrator’s Pocket Consultant
      2. Administrator’s Companion
      3. Resource Kit
      4. Self-Paced Training Kit
    13. Index
    14. SPECIAL OFFER: Upgrade this ebook with O’Reilly
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