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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
Planning and Implementing a SharePoint 2003 Environment
Planning and Designing the SharePoint 2003 Infrastructure
Engaging in a Successful Design and Implementation Process
Software Design Decisions
Making Hardware Design Decisions
Calculating the Number of Users a Server Can Support
Providing Secure Access to SharePoint 2003 Sites
Summary
Best Practices
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
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
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
Summary
Best Practices
Maintaining SharePoint Environments
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
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
Extending the SharePoint 2003 Environment
Customizing and Personalizing the SharePoint Experience
Customizing a Personal Site
Using FrontPage to Modify SharePoint 2003 Pages
Customizing a Departmental Site
Summary
Best Practices
Working with SharePoint Web Parts
Working with Web Parts
Understanding Web Part Pages
Exploring the Portal Web Parts
Downloading Additional Web Parts
Summary
Best Practices
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
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