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II. SharePoint Core Administration
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II. SharePoint Core Administration
by Ben Curry
Microsoft® SharePoint® Products and Technologies Administrator's Pocket Consultant
Microsoft® SharePoint® Products and Technologies Administrator's Pocket Consultant
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Acknowledgments
Introduction
For Whom Is This Book Designed?
How Is This Book Organized?
Conventions Used in This Book
Questions and Support
I. SharePoint Products and Technologies Fundamentals
1. Overview of SharePoint Products and Technologies Administration
SharePoint Products and Your Hardware
Memory
CPU
Disk Drives
Applications and Services
Operating System Services
Windows SharePoint Services 3.0
Microsoft Office SharePoint Server 2007
Administration Overview
Graphical Administration Tool
Command-Line Tool
2. Deploying SharePoint Products and Technologies
Preparing for Installation
Software Requirements
Security Accounts
SQL Server Security Accounts
Installing the First Windows SharePoint Services Server in the Farm
Active Directory Account Creation Mode
Using the Configuration Wizard
Central Administration Setup
Start the Windows SharePoint Services Search Service
Configure the Farm Administrators Group
Configure Outgoing E-mail Settings
Create a Web Application to Host Site Collections
Create a Site Collection at the Root of the Web Application
Update IIS Configuration
Assigning IP Addresses to Web Applications
Perform a Backup
Understanding the Databases Created During Installation
Installing the First SharePoint Server 2007 Server in the Farm
The Installation Wizard
Advanced
SharePoint Products and Technologies Configuration Wizard
Central Administration Post-Installation Tasks
SharePoint Server Databases Created During Installation
IIS Web Applications Created During Installation
Upgrading Windows SharePoint Services to SharePoint Server
II. SharePoint Core Administration
3. Central Administration
Server Farm Operations
Defining SharePoint Server 2007 Farm Services
E-mail Configuration
Outgoing E-mail Settings
Incoming E-mail Settings
Managing Service Accounts
Enabling Information Rights Management
Updating the Farm Administrator's Group
Understanding Timer Jobs
Alternate Access Mappings
Quiesce Farm
Application Management
Creating Web Applications
Defining Managed Paths
Configuring Web Application Outgoing E-mail Settings
Managing Content Databases
SharePoint Server Document Conversion
Workflow Settings
4. Creating Site Collections
Site Creation Modes
Determining Which Mode to Use
Enabling Self-Service Site Creation
Enabling Self-Service Site Creation
Site Use Confirmation and Deletion
Enabling Site Use Confirmation and Deletion
Enabling Site Use Confirmation and Deletion
Creating Site Collections
Creating a Site Collection from Central Administration
Creating a Site Collection from Central Administration
Creating a Site Collection from Central Administration
Creating a Site Collection Through the Self-Service URL
Site Collection Quotas and Locks
Quota Template Management
Creating a New Quota Template
Modifying an Existing Quota Template
Site Locks
Changing the Lock Status of a Site Collection
Site Collection Administrators
Creating Subsites and Workspaces
Creating a Subsite or Workspace
Creating a Subsite or Workspace
Site Settings
Users and Permissions
Creating a Custom Site Group
Creating a Custom Site Group
Adding a User to a Site
Modifying User Properties and Permissions
Regional Settings
Creating Document Libraries
Creating a Document Library
Creating a Document Library
Managing Check In and Check Out Settings
Set a Document Library to Require Check Out
Managing Acceptable Document Types and Sizes
Adding a File to the Blocked File Types List
Setting Size Limitations on Documents
Using Content Types in Document Libraries
Adding a Content Type to a Document Library
Creating and Managing Lists
Creating a List
Creating a List
Shared List Columns (Field Definitions)
Creating a Shared List Column
Adding a Shared List Column to a List
Content Types
Creating a New Content Type
User Alerts
Creating an Alert
Creating an Alert
Managing Alerts for the Current User
Discussions
Creating a Discussion
Creating a Discussion
Creating a Discussion Topic
Posting a Reply to a Discussion Topic
RSS (Really Simple Syndication)
Viewing a List Using RSS
Viewing a List Using RSS
Recycle Bin
User-Level Recycle Bin
Administrator-Level Recycle Bin
Restore an Item from the User-Level Recycle Bin
Delete an Item from the User-Level Recycle Bin
Managing the Site Collection Recycle Bin
Recycle Bin Settings
5. Customizing Sites
Using the Default Site Collection Templates
Collaboration Site Templates
Meeting Site Templates
Enterprise Site Templates
Publishing Site Templates
Customizing the Default Templates
Modifying the Common Look And Feel
Title, Description, and Icon
Tree View
Site Theme
Top Link Bar
Quick Launch
Saving a Site as a Template
Resetting a Site
Managing the Site Template Gallery
Exporting a Site Template
Adding a Site Template
Editing and Deleting Site Templates
Managing the Central Template Gallery
Listing the Templates in the Central Gallery
Adding a Template to the Central Gallery
Deleting a Template from the Central Gallery
Web Part Pages
Creating a Web Part Page
Editing a Web Part Page
Editing the Web Part Page Title Bar
Adding Web Parts on Web Part Page
Add Web Part Advanced Options
Web Parts
Editing Web Parts
Appearance
Layout
Advanced
Connecting Web Parts
Web Part Galleries
Managing Web Parts
Previewing a Web Part
New
Editing Web Parts
Importing Web Parts
Importing Web Part Assembly Files
Adding Web Parts Using Stsadm.exe
Deleting Web Part Packages Using Stsadm.exe
Adding Web Part Assembly Files to the Bin
Web Part Maintenance View
6. Using Workflows and Information Management Policies
Automating Document Management in SharePoint Server 2007
Workflow Automation
Information Management Policies
Creating and Configuring Workflows
Creating a New Workflow
Creating a New Workflow
Creating a New Workflow
Starting a Workflow
Completing a Workflow Assignment
Canceling a Running Workflow
Canceling a Running Workflow
Approval Workflow
Enabling Content Approval on a List or Library
Enabling Content Approval on a List or Library
Configuring an Approval Workflow
Collect Feedback Workflow
Collect Signatures Workflow
Adding a Digital Signature Line to a Document
Adding a Digital Signature Line to a Document
Starting a Collect Signatures Workflow
Three-State Workflow
Configuring a List for the Three-State Workflow
Adding a Custom Choice Column to a List
Configuring a Three-State Workflow
Translation Management Workflow
Activating the Translation Management Workflow
Activating the Translation Management Workflow
Configuring a Translation Management Workflow
The Translators List
Starting a Translation Management Workflow
Disposition Approval Workflow
Configuring a Disposition Approval Workflow
Starting a Disposition Approval Workflow
Completing a Disposition Approval Workflow
Custom Workflows
Creating Workflows Using SharePoint Designer
Creating Workflows Using SharePoint Designer
Monitoring and Reporting on Workflows
Viewing the Status of a Single Workflow
Viewing the Status of a Single Workflow
Viewing the Performance of All Workflows on a List
Monitoring Workflows in the Site Collection
Defining Information Management Policies
Label Policy
Auditing Policy
Expiration Policy
Barcodes Policy
Creating Policies
To Create an Information Management Policy
To Create an Information Management Policy
Creating Policy Templates
Creating a Site Collection Policy Template
Creating a Site Collection Policy Template
Applying a Site Collection Policy
Using Content Types
Understanding Content Types
Configuring Workflows on a Content Type
Associating a Workflow with a Content Type
Associating a Workflow with a Content Type
Configuring Information Management Policies on a Content Type
Associating an Information Management Policy with a Content Type
Associating an Information Management Policy with a Content Type
Tracking Information Management Policy Use
Viewing the Audit Reports
Viewing the Audit Reports
Viewing the Audit Reports
Enabling Information Management Policy Usage Reporting
Viewing Policy Reports
7. Implementing Security for SharePoint Products
Securing Web Applications
Internet Information Services
Secure Sockets Layer
Integrated Authentication
Basic Authentication
Enabling Anonymous Access
Configuring User Permissions for Web Applications
Configuring Antivirus Settings
Managing Single Sign-on
Configuring Blocked File Types
Updating the Farm Administrator's Group
Site Collection Security
Site Collection Administrators
Permission Levels
Users and User Groups
Site Access Groups
Enabling Folder and Per-Item Permissions
Server Farm Security
Surface Area
Server Placement
III. Working with SharePoint Server 2007
8. Deploying SharePoint Server Shared Services
Creating a Shared Services Provider
Web Application Creation
Editing a Shared Services Provider
Changing Web Application Associations
Configuring Shared Services
Assigning Administrators
Managing User Profiles
Defining Import Sources and Connections
Setting the Default Import Source
Configuring Custom Import Sources
Viewing Import Log
Modifying User Profiles
Configuring User Profile Properties
Adding New Properties
Using Personalization Services
Published Links to Office Client Applications
Personalization Site Links
Configuring Audiences
Creating Audiences
Using Audiences
Office SharePoint Usage Reporting
9. Configuring SharePoint Server Portals
Creating Departmental Portals
Creating Corporate Intranet Portals
Creating a Corporate Intranet Portal
Creating a Corporate Intranet Portal
Creating a Corporate Intranet Portal
Customizing Portal Navigation
Modifying Portal Navigation Settings
Configuring Top-Level Portal Navigation
Configuring Portal Subsite Navigation
Using the Site Directory
Creating Sites Beneath the Site Directory
Adding Links to the Site Directory
Managing the Site Directory Using the Sites List
Finding Broken Links
Scanning for Broken Links at the Site Collection Level
Scanning for Broken Links from Central Administration
Modifying the Sites List
Changing the Options for Division and Region in the Site Directory
Adding a Custom Category to the Site Directory
Configuring the Site Map Web Part's Content Options
Configuring the Site Map Web Part's Organization Options
Using the Reports Center
Creating a KPI List
Creating a KPI List
Creating Key Performance Indicators
Creating a KPI Using Data in SharePoint List
Creating an Indicator Using Data in Excel Workbook
Creating an Indicator Using Data Using Manually Entered Information
Configuring Common KPI Properties
Creating Dashboards
Configuring Dashboards
Using Online Editing in Portals
Using the Page Drop-Down Menu
Advanced Editing Using the Content Editor
Managing Content and Structure
Navigating to the Site Content And Structure Page
Navigating to the Site Content And Structure Page
View the Content And Structure Reports
Copying or Moving Items Using the Content And Structure Page
Deleting Items Using the Content And Structure Page
Selecting Multiple Items Using the Content And Structure Page
Discarding Checkout Using the Content And Structure Page
Showing Related Resources Using the Content And Structure Page
Using Internet Portals
Creating an Internet Portal by Applying the Publishing Template
Creating an Internet Portal by Applying the Publishing Template
Enabling Anonymous Access in Central Administration
Enabling Anonymous Access for a Site Collection
Enabling ASP.NET Forms-Based Authentication
Managing My Sites
Personalizing the Top Link Bar from the Shared Services Provider
Choosing a My Site Naming Format
10. Configuring Office SharePoint Server Enterprise Content Management
Understanding and Working with Content Types
Creating Content Types
Creating Content Types
Creating Content Types
Working with Site Columns
Creating and Using Document Information Panels
Creating a Custom Document Information Panel
Creating a Custom Document Information Panel
Creating a Custom Document Information Panel
Updating a Custom Document Information Panel When the Associated Content Type Changes
Updating a Document Information Panel Schema from InfoPath
Updating a Document Information Panel Schema from SharePoint
Dealing with Content Type Dependencies
Creating and Using Document Parsers
Managing Official Records
Setting Up a File Plan
Creating Record Routing Types
Creating Record Routing Types
Configuring the Default Send To Location
Sending Content from a SharePoint Site
Managing Holds
Managing Web Content
Working with Master Pages and Page Layouts
Creating a Page Layout in SharePoint Designer 2007
Creating a Page Layout in SharePoint Designer 2007
Deploying Page Layouts
Customizing the Authoring Experience
Customizing the Page Editing Toolbar
Customizing the HTML Editor Field Control
Customizing the Asset Picker
Converting Documents into Web Pages
Enabling Document Conversions for a Web Application
Configuring a Document Converter
Managing Electronic Forms
Creating Browser-Compatible InfoPath Forms
Deploying Forms That Do Not Require Full Trust
Deploying Forms That Require Full Trust
Preparing a Form Template for Deployment
Preparing a Form Template for Deployment
Uploading a Prepared Form Template to an InfoPath Forms Services Server
Activating a Form Template to a Site Collection from Central Administration
Activating a Form Template to a Site Collection from Site Settings
11. Configuring Office SharePoint Server Excel Calculation Services
Getting Started with Excel Calculation Services
Key Planning Concepts
Implementation Checklist
Configuring Excel Servers in the Farm
Enabling Excel Calculation Services
Enabling Excel Calculation Services
Enabling Excel Calculation Services
Single-Server and Small Farm Deployment
Dedicated Excel Server Deployment
Configuring a Dedicated Excel Calculation Server
Configuring a Dedicated Excel Calculation Server
Load-Balanced Excel Server Deployment
Configuring Trusted File Locations
Creating a Trusted File Location
Trusted Location Settings
Location
Session Management
Workbook Properties
Calculation Behavior
External Data
User-Defined Functions
Workbook Security
Publishing Office Excel 2007 Workbooks
Publishing a Workbook to Excel Calculation Services
Publishing a Workbook to Excel Calculation Services
Publishing a Workbook to Excel Calculation Services
Configuring Excel Calculation Services Publishing Options
Restricting Visibility
Defining Parameters
Opening Excel Workbooks in the Browser
Viewing a Workbook in the Browser
Viewing a Workbook in the Browser
Configure the Default Click Action to Open in a Browser
The Excel Web Access Web Part
Adding an Excel Web Access Web Part to a Dashboard
Adding an Excel Web Access Web Part to a Dashboard
Configuring Excel Services Settings
Modifying Excel Services Settings
Modifying Excel Services Settings
Modifying Excel Services Settings
Security
File Access Method
Connection Encryption
Load Balancing
Load-Balancing Scheme
Retry Interval
Session Management
Memory Utilization
Workbook Cache Location
External Data
Configuring Trusted Data Connection Libraries
Configuring a Data Connection Library as Trusted
Configuring a Data Connection Library as Trusted
Configuring a Data Connection Library as Trusted
Configuring Trusted Data Providers
Adding a Trusted Data Provider
Adding a Trusted Data Provider
Adding a Trusted Data Provider
Configuring User-Defined Function Assemblies
Configuring a User-Defined Function Assembly
Configuring a User-Defined Function Assembly
Configuring a User-Defined Function Assembly
12. Configuring SharePoint Server Search and Indexing
Creating and Managing Content Sources and Crawl Settings
Content Source Types
Crawl Settings
Crawl Rules
Managing File Types
Crawl Logs
Metadata Property Mappings
Server Name Mappings
Search Results Removal
Creating and Managing Search Scopes
Configuring Crawler Impact Rules
Configuring Relevance Settings Through Authoritative Pages
Configuring the Thesaurus and Noise Word Files
Configuring the Thesaurus
Configuring the Noise Word File
Working with Query Reporting
Understanding Query Reporting
Working with Keywords and Best Bets
IV. SharePoint Performance and Operations
13. Scaling Out to a SharePoint Technologies Server Farm
Preparing for Scaling Out to a Server Farm
Windows SharePoint Services Farm Topology Examples
Small Farm
Medium Farm
Large Farm
SharePoint Server Farm Topology Examples
Small Farm
Medium Farm
Large Farm
Enterprise Farm
Scaling Out Windows SharePoint Services
Adding Web Front-End Servers
Web Parts and Custom Code
Internet Information Services
Configuring Multiple Windows SharePoint Services Search Servers
Scaling Out SharePoint Server
Adding Web Front-End Servers
Deploying Multiple SharePoint Server Query Servers
Deploying Multiple SharePoint Server Index Servers
Scaling SharePoint Server Excel Calculation Services
Adding and Load Balancing Document Converter Services
Creating Multiple Shared Services Providers
Intra-Farm Shared Services
Inter-Farm Shared Services
Configuring Multiple My Site Providers
14. Backup and Restore of SharePoint Products and Technologies
Content Recovery
Document Versioning
Configuring the Recycle Bin
Configuring the Recycle Bin Global Settings
Modifying the Global Recycle Bin Settings for a Web Application
Configuring the Second Stage of the Recycle Bin
Configuring the Second Stage of the Recycle Bin
Managing the Recycle Bin in a Site Collection
Using the Migration Tool
Disaster Recovery
Using Central Administration Backup and Restore
Performing a Farm-Level Backup from the GUI
Performing a Farm-Level Backup from the GUI
Deleting a Failed Backup/Restore Job
Restoring Items from an Existing Backup
Command-Line Farm-Level Backup and Restore
Automating SharePoint Products and Technologies Backups
Automating SharePoint Products and Technologies Backups
Restoring a Server Farm from a Farm-Level Backup
Command-Line Site Collection Backup and Restore
Restoring Application Server Roles to the Farm
Restoring Index Servers
Resetting and Re-crawling All Content Sources After a Failure
Restoring a Shared Services Provider and the Associated Content Index
Restoring Query Servers
Generic Application Servers
Backing Up Other Required Content
Operating System Files
IIS Metabase
Backing Up the IIS Metabase
Backing Up and Restoring the IIS Metabase from the Command Line
15. Logging and Processing Analysis
Using Performance Monitor
Monitoring Performance Objects
Monitoring Performance Objects
Monitoring Performance Objects
Counter Logs
Configuring Counter Logs
Configuring Counter Logs
Trace Logs
Alerts
Performance Monitoring Best Practices
Baselining Your Servers
Windows Server 2003 Critical Counters
CPU
Memory
Disk
SharePoint Server Counters
Internet Information Services (IIS) Logging
Configuring Event Logs and Diagnostic Logging
Selecting the Type of Events to Log
Selecting the Type of Events to Log
Selecting the Type of Events to Log
Event Throttling
Configuring Event Logging
Configuring Event Logging
Configuring Logging and Reporting
Trace Logs
Site Collection Auditing
Best Practices Analyzer for Windows SharePoint Services and SharePoint Server
A. Command-Line Options
Index
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Upgrading Windows SharePoint Services to SharePoint Server
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3. Central Administration
Part II. SharePoint Core Administration
Chapter 3
Chapter 4
Chapter 5
Chapter 6
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