Customizing and Personalizing the SharePoint Experience
by Michael Noel, Colin Spence
Microsoft® SharePoint™ 2003 Unleashed, Second Edition
- Copyright
- About the Authors
- Acknowledgments
- Tell Us What You Think!
- Introduction
- SharePoint 2003 Overview
- SharePoint Portal Server 2003 and Windows SharePoint Services Technology Primer
- The Challenge of Managing Documents and Data
- New Collaboration Challenges
- Providing Knowledge Management and Collaboration Tools with Portals
- Meeting Market Demands with SharePoint
- Comparing Windows SharePoint Services and SharePoint Portal Server 2003
- An Overview of Windows SharePoint Services' Capabilities
- Exploring the Capabilities of SharePoint Portal Server 2003
- Integrating SharePoint 2003 with Microsoft Office Products
- Scaling SharePoint Portal Server 2003 by Creating Server Farms
- Backward Compatibility with SharePoint Portal Server 2001
- Single Sign-on with SharePoint Portal Server 2003
- Windows SharePoint Services and SharePoint Portal Server 2003 Management Tools
- Summary
- Best Practices
- 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
- Customizing and Enhancing SharePoint
- Summary
- Best Practices
- Understanding Organizational Uses of SharePoint Technologies
- Determining Who the Solution Is for and How They Will Use It
- Defining the Goals for the Implementation
- Network Upgrades May Be Required
- Sample Windows SharePoint Services Implementations
- Primary Uses of Windows SharePoint Services
- Sample SharePoint Portal Server 2003 Single Server Implementations
- Sample SharePoint Portal Server 2003 Server Farm Implementations
- Standard Uses of SharePoint Portal Server 2003
- Expanding SharePoint by Integrating with Other Applications
- Leveraging Complementary Microsoft Products with SharePoint 2003
- Leveraging Third-Party SharePoint Add-ons
- Summary
- Best Practices
- SharePoint Portal Server 2003 and Windows SharePoint Services Technology Primer
- Planning and Implementing a SharePoint 2003 Environment
- Planning and Designing the SharePoint 2003 Infrastructure
- Planning and Designing the SharePoint 2003 User Environment
- Key Components of the User Environment Design Process
- Designing the Windows SharePoint Services Environment
- Designing the SharePoint Portal Server 2003 Portal Environment
- Filling the Management Roles
- Planning for Microsoft Office Product Integration
- Providing the Correct Level of Training
- Documenting the Design Decisions
- Summary
- Best Practices
- Installing SharePoint Portal Server 2003 and Windows SharePoint Services
- Laying the Foundation with Windows Server 2003
- Installing Windows Server 2003
- 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
- Additional Features on the Installation CD
- Running the Microsoft Baseline Software Analyzer After the Server Is Configured
- Coexistence with Other Microsoft Server Products
- Troubleshooting the Base Installation of SharePoint
- Uninstalling SharePoint 2003
- Summary
- Best Practices
- Configuring Client Access to SharePoint Resources
- 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 7.2 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
- Summary
- Best Practices
- 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
- Using SharePoint 2003 Technologies
- Using Word 2003, Excel 2003, and Outlook 2003 with SharePoint Technologies
- Addressing Information Islands
- 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
- Exploring Excel 2003's Integration with SharePoint
- Understanding Outlook 2003 Integration with SharePoint
- Summary
- Best Practices
- Using Other Office 2003 Products with SharePoint Technologies
- Working with Project 2003 and SharePoint
- Integrating Visio and SharePoint
- Using PowerPoint 2003 and SharePoint
- An Overview of OneNote
- An Overview of Publisher 2003
- Using Access 2003 with SharePoint 2003
- InfoPath Integration with SharePoint
- FrontPage 2003 and SharePoint
- Benefits of Using Live Communications Server 2005
- Summary
- Best Practices
- Managing and Using SharePoint Libraries
- Understanding Sites, Workspaces, Libraries, and Lists
- Comparing Sites and Workspaces
- Creating Document Libraries
- Restricting Access to Documents and Libraries
- Tracking Document History Using Versioning
- Using SharePoint Picture Libraries
- Using a Backward-Compatible Document Library
- Protecting Document Libraries from Malicious Use
- Summary
- Best Practices
- Managing and Using SharePoint Lists
- Understanding SharePoint Lists
- Creating, Modifying, and Accessing SharePoint Lists
- Standard Actions That Apply to Most Lists
- Benefiting from Alerts
- Using the Approve/Reject View for Controlling the Publication of List Items
- Using Announcements to Keep Users Informed
- Maintaining Information About People with the Contacts List
- Creating SharePoint Discussion Boards
- Using the Links List to Provide and Share Shortcuts
- Planning Events Using SharePoint
- Getting Things Done with Tasks
- Managing Problem Resolution with an Issues List
- Special Lists for Meeting Workspace Sites
- Summary
- Best Practices
- Using SharePoint Workspaces
- Working with Document Workspaces
- Defining a SharePoint Meeting Workspace
- Creating Meeting Workspaces
- Reviewing the Standard Meeting Lists
- Creating a Template from a Meeting Workspace
- Linking an Event to a Meeting Workspace
- Making Changes to Meeting Workspace Sites
- Working with Multiple Meeting Workspaces
- Summary
- Best Practices
- 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
- Using Word 2003, Excel 2003, and Outlook 2003 with SharePoint Technologies
- Managing a SharePoint 2003 Environment
- 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 the SharePoint Portal Server 2003's 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
- Securing Remote Access to SharePoint 2003 with ISA Server 2004
- Understanding the Internet Security and Acceleration (ISA) Server 2004
- Outlining the Need for ISA Server 2004 in SharePoint Environments
- Outlining the Inherent Threat in SharePoint Web Traffic
- Publishing and Customizing SharePoint Web Server Publishing Rules
- Configuring SSL to SSL Bridging for Secured Websites
- Logging ISA Traffic
- Monitoring ISA from the ISA Console
- Summary
- Best Practices
- Managing and Administering a SharePoint Infrastructure
- Maintaining SharePoint Environments
- Backing Up and Restoring SharePoint
- Backing Up and Recovering SharePoint Components
- Backing Up and Restoring with FrontPage 2003
- Backing Up SharePoint Sites with Templates
- Using STSADM to Move or Back Up Site Collections
- Migrating SharePoint Site Data Using the SMIGRATE Utility
- Performing SQL Database Level Backups and Restores
- Summary
- Best Practices
- Implementing and Validating SharePoint Security
- Extending the SharePoint 2003 Environment
- Customizing and Personalizing the SharePoint Experience
- Working with SharePoint Web Parts
- Scaling SharePoint for Enterprise Environments
- 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
- 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
Chapter 20. Customizing and Personalizing the SharePoint Experience
IN THIS CHAPTER
An entire book could easily be written on customizations alone, so one chapter cannot cover the whole spectrum of possibilities. A primary goal of this chapter is to show how quickly and easily the standard Web Parts can be customized without requiring any HTML or XML programming. This chapter covers personal sites, and some of the customizations that can be performed relatively quickly and easily. Some of the customization possibilities when using FrontPage 2003 are covered as well. Finally several examples are given of several standard Web Parts can be customized and used to meet the needs of different types of users.
The examples used do not walk through each step of the process in many cases. The chapter assumes that the reader is familiar with the basic steps required to find and add Web Parts to a page, can navigate between pages and sites, and understands the basic SharePoint 2003 terminology.
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