Microsoft SharePoint 2003 Unleashed
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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.
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 622. 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.
Lynn Langfeld has been in the computer industry for more than 20 years with a background in application programming, business analysis, and end-user systems. Lynn is currently a senior business and technology consultant focusing on knowledge management, collaboration, and business processes.
Colin Spence has been in the computer industry for more than 14 years and is a senior business and technology consultant and project manager focusing on the design, preparation, and execution of business processes in enterprise projects and technology solutions, including numerous SharePoint technology implementations. He is a partner at Convergent Computing, an Oakland, California, consulting company, and has been a contributing author to Sams Publishing books on Exchange 2000, Windows Server 2003, and Exchange Server 2003.
Michael Noel, MCSE+I, MCSA Michael Noel has been in the computer industry for more than 10 years and has been working with the latest in SharePoint, Windows, and Exchange technologies since the early versions of the software. Michael is the coauthor of Windows Server 2003 Unleashed and Exchange Server 2003 Unleashed by Sams Publishing and has also been a contributing writer of books on Windows 2000, Exchange 2000, and Microsoft Operations Manager. Currently a Senior Consultant at Convergent Computing in the San Francisco Bay Area, Michael brings a wealth of hands-on knowledge and experience to his writing and public speaking engagements.