Microsoft Office Sharepoint Server 2007 Best Practices
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Apply best practices for the design and deployment of SharePoint Server 2007 and optimize your operational efficiency and results. This guide captures the field-tested solutions, real-world lessons, and candid advice of practitioners across the range of business and technical scenarios and across the IT life cycle. Gain expert insights on what works, where to make tradeoffs, and how to implement the best decisions for your organisation.
Table of Contents
- Acknowledgments
- Introduction
- Part I Planning and Designing
- 1 Introducing Microsoft Office SharePoint Server 2007
- Windows SharePoint Services 30
- Delegation of Administration
- Provisioning of Web Applications
- Backup and Restore
- Security
- Storage
- Server Farm Topology
- Site Model
- Application Programming Interfaces
- Collaboration
- Wikis
- SharePoint Server 2007 Standard
- Search and Indexing
- Shared Services Providers
- Portals
- Site Collection Auditing
- Enterprise Content Management
- SharePoint Server 2007 Enterprise
- Forms Server 2007
- Excel Calculation Services
- Business Data Catalog
- SharePoint Server 2007 for Internet Sites
- How Can SharePoint Server Help My Organization’
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- viii Table of Contents
- Collaboration
- Content Aggregation
- Content Organization
- Content Presentation
- Content Publishing
- Summary
- 2 Change, Power, and Conflict
- Understanding Change in a Corporate Environment
- Common Types of Change in a Corporate Environment
- How Different Individuals Accept Change
- Managing Environmental Change
- Understanding Power Dynamics and Change
- Understanding Specific Changes that SharePoint Introduces
- Information Access Changes
- Breaking Down Information Kingdoms
- Document Development and Collaboration
- End-Users as Web Site Administrators and Creators
- End-Users as Security Agents
- Strong Governance and Potential Conflicts
- Knowing Where to Put Information
- Knowing How Information Is to Be Handled
- Knowing Who Makes Which Decisions
- Summary
- 3 SharePoint Server 2007 Design Life Cycle
- Overview of Frameworks that Can Be Used with SharePoint Server 2007
- Information Technology Infrastructure Library
- Structure versus Freedom
- Process Models
- Best of Both Worlds
- Define Stakeholders
- Training
- Administrators
- Developers
- End-Users
- Help Desk
- Gathering Requirements
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- Table of Contents ix
- I Need versus I Want
- Elicitation Techniques
- Modeling Requirements
- Agreeing on Requirements
- Dealing with Requirements Creep
- Major Milestone 1: Design Phase
- Mapping Functional Requirements to Design Features
- Common Functional Design Questions
- Understanding How to Implement Technical Requirements
- The 25 Most Common Design Questions
- Dependencies
- Define Performance and Capacity Requirements
- Contingency Factors
- Test Initial Design
- Approval
- Major Milestone 2: Build Readiness
- Prototype Approved by Stakeholders
- Design Constraints
- Build Out Production System
- Test Production Build
- Refinement of System
- Major Milestone 3: Operational Readiness
- Disaster Recovery Testing
- Operating and Supporting
- Summary
- Additional Resources
- 4 Defining Business Requirements
- Requirements
- Business Requirements
- Functional Requirements
- Constraints or Nonfunctional Requirements
- Testing Requirements
- Technical Specifications or Requirements
- Bridging the Gap Between Business Need and Technology Solution
- Characteristics of Good Requirements
- Implementing Requirements Traceability and a Requirements Matrix
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- x Table of Contents
- How Many Requirements per Project’
- Establishing Subprojects in Parallel
- Establishing Subprojects in Sequence
- Implementing Iterative Project Management
- Using Hybrid Methodologies
- Using Requirements to Solve Problems
- Deciding Whether to Pursue the Solution
- Developing the Project Charter
- Managing Change Control
- Governance Defined
- Business Drivers: The Building Blocks of a Business Strategy
- Negotiating Service Level Agreements
- Summary
- Additional Resources
- 5 SharePoint Server 2007 and Governance
- Governance Best Practices
- Fit the Organization s Existing Workflow and Culture
- Keep Technology Aligned with Business Objectives
- Define and Manage the Organization s High-Level Information Taxonomy
- Simple Is Beautiful in the World of Taxonomies
- Keep the Organization Aware of the Financial and Performance
- Impacts of Its Technology Decisions
- Balance Long-Term and Short-Term Views When
- Making Technology Decisions
- Encourage Excellence and Innovation
- Guide Through Merit and Service
- Handle Questions and Issues Quickly, Concisely, and Effectively
- Maintain a Technology-Agnostic Viewpoint
- Start Small and Grow Over Time, Intentionally
- Standardize Enterprise-Wide Information with Minimal Intrusion
- Getting a Technology Governance Team Started
- Assign the Governance Team
- Evaluate Organizational Goals and Business Drivers
- Evaluate Current and Planned Business Initiatives
- Define the Business Requirements
- Evaluate Existing Governance and Oversight Processes,
- Documents, and Activities
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- Table of Contents xi
- Create an Effective Governance Team Site
- Membership Management
- Governance Team Roles in SharePoint
- SharePoint Lists Included in the Governance Team Site
- Summary
- Additional Resources
- 6 Project Plans for a SharePoint Server 2007 Deployment
- Understanding Microsoft s SharePoint Server 2007 Deployment Plan
- The Envisioning Stage
- The Planning Stage
- Assemble Project Teams and Define Roles
- Review Technical Requirements
- Review Preliminary End-User and Business Requirements
- Determine Preliminary Design Objectives
- Identify Coexistence Strategies
- Establish Test Lab Environment
- Perform Risk Analysis
- Define Communication Strategy
- Define Education Strategy
- Review Client Hardware and Software
- Create Governance Plan with Mission, Vision, and Strategy
- Plan Server Configuration
- Plan Security
- Plan for Performance
- Plan Failover and Disaster Recovery
- Plan for Localization
- Plan Integration
- Plan Maintenance
- Plan Content and Navigation Structure
- Deployment, Implementation, and Configuration Management
- Post-Implementation Operations, Optimization, and Business Review
- Summary
- Additional Resources
- 7 Developing an Information Architecture
- Common Goals
- Architecture Forethought
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- xii Table of Contents
- Information Architecture Foundations
- Publishing
- Collaboration
- Records Management
- Content Movement
- Opportunity Defined
- Going Vertical
- Shared Services
- Information Arrangement
- Information Context
- User Interface and Branding
- Usability and Acceptance
- Emergent Capability
- Information Architecture Building Blocks
- Lower-Level Data Objects
- Macro Example
- Micro Permutations
- Provisioning
- Self-Service
- Summary
- Additional Resources
- Part II Building
- 8 Document Management
- What Is a Document’
- What Is Document Management’
- The Document Life Cycle
- Creation
- Should SharePoint Replace File Servers’
- Location
- Filing
- Retrieval
- Security
- Workflow and Approval
- Distribution
- Retention
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- Table of Contents xiii
- Archiving
- Other Best Practices Concerning Documents and Document Libraries
- Working with the SharePoint Server 2007 DoD 50152 Add-On Pack
- Summary
- Additional Resources
- 9 Enterprise Content Management
- What Is Enterprise Content Management’
- Structured versus Unstructured Content
- New Legal Requirements
- Other Driving Forces
- Scenarios
- SharePoint ECM Technologies
- Document Management
- Web Content Management
- Records Management
- Forms Management
- E-mail Management
- SharePoint ECM Best Practices
- Combine Centralized and Local Governance
- Develop Document Plans
- Don t Migrate All Legacy Content
- Store Large Media Files in External Storage
- Add iFilters to Index Unstructured Content
- Summary
- Additional Resources
- 10 Business Processes and Workflows
- Identifying Workflow Candidates
- Adapt the Technology to Business Requirements
- Overview of Out-of-the-box Workflows
- Workflow Configuration Options
- Workflow History
- Which Workflow History List’
- Publishing Workflows
- Workflow Deployment Considerations
- Should You Disable Custom Workflows’
- The Other Side of the Coin: Code-free Custom Workflows
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- xiv Table of Contents
- Custom Workflow Considerations
- Extending SharePoint Designer 2007 Workflows
- Deployment Configuration and Custom Workflows
- Workflow Deployment Options
- Workflows Deployed to a Document Library
- Workflows and Document Libraries: Many to One
- Workflow Naming Conventions
- Workflows and Client Applications
- Invoking Workflows: Clients
- Security Considerations
- Summary
- Additional Resources
- 11 Branding and Customization
- Overview of SharePoint Branding
- Why Customize Branding’
- Who Controls Branding’
- What Method Should I Use’
- Native Support for Branding
- Branding with SharePoint Designer 2007
- Branding Using Visual Studio 2005
- Hybrid Approaches: SharePoint Designer and Visual Studio
- Summary
- Additional Resources
- 12 Web Parts, Features, and Solutions Management
- Content and Infrastructure
- Developer s Role in SharePoint
- Environments
- Development Environment
- Test Environment
- Test Environment Content Replication
- Web Parts
- Web Part Infrastructure
- Web Part Manager
- Web Part Zone
- Editor Zone and Tool Parts
- Web Parts
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- Table of Contents xv
- ASPNET and Windows SharePoint Services 30 Web Parts
- Legacy and ASPNET Web Parts
- Web Part Connections
- Web Parts with User Controls
- Web Part Verbs
- Customization and Personalization with Web Parts
- Web Part Execution Environments
- Resource Locations
- Features
- Feature Element Types
- Feature Events
- Solutions
- Cabinet Directive File (ddf)
- Solution Manifest File
- Sample Web Part (Available Online)
- Summary
- Additional Resources
- 13 Creating and Managing Publishing Sites
- Publishing Infrastructure and Publishing Features
- Publishing Infrastructure
- Publishing Feature
- Portals and Publishing
- Leveraging Publishing Sites
- Document Center
- News Site
- Sites Directory
- Choosing a Content Deployment Strategy
- Authoring in Place with Approval
- Publishing Tools
- Document Conversions
- Managing Master and Layout Pages
- Search Considerations for Public Sites
- Supporting Localization
- Unique Language Sites
- Variations
- Summary
- Additional Resources
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- 14 Understanding and Implementing Microsoft Search Server 2008
- Search Server 2008 Features and Benefits
- Understanding OpenSearch Standards
- OpenSearch Description Documents
- OpenSearch Response Elements
- totalResults Element
- startIndex Element
- itemsPerPage Element
- Installing Search Server 2008
- Preparing for the Installation
- Other Information
- Conducting the Installation
- Administrating Search Server 2008
- Building Federated Location Definition Files and Integrating
- Search Server 2008 with Live Search
- Best Practices for Implementing Search Server 2008
- Summary
- Additional Resources
- Part III Deploying
- 15 Implementing an Optimal Search and Findability Topology
- Findability: What Is It and Why Is It Important to You’
- Information Overload
- The Long Tail
- Relevance, Precision, and Recall
- What Are Users Really Seeking’
- Taxonomies and Social Networks
- Governance, Search, and Findability
- Business Requirements and Search
- Designing Crawl and Query Topologies
- Scaling Out Your Index and Query Servers
- When to Use the Federated Query Features
- Findability Tools in SharePoint Server 2007
- Findability Tools that Support Taxonomies and Push
- Needs for Administrators
- Findability Tools that Support Social Networks and Pull Needs for Users
- Summary
- Additional Resources
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- Table of Contents xvii
- 16 Leveraging Shared Services Providers
- What Shared Services Are Provided with SharePoint Server 2007′
- Search
- User Profiles
- Published Links to Office Applications
- Personalization Site Links
- Audiences
- My Sites
- Excel Services
- Business Data Catalog
- Intra-Farm versus Inter-Farm Shared Services
- Designing Intra-Farm Shared Services
- Designing Inter-Farm Shared Services
- Designing Shared Services
- My Sites
- Surfacing User Information via Profiles
- Audience Targeting
- SSPs in the Extranet
- Geographically Dispersed Deployments
- Regional My Site Providers
- Search and Indexing
- Summary
- Additional Resources
- 17 Optimizing Information Security
- Confidentiality
- Information Classification
- Content Types
- Integrity
- SharePoint Groups versus Active Directory Groups
- Access Control and Permissions Levels
- Authenticity
- User Authentication
- Code Access Security
- Summary
- Additional Resources
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- 18 Business Intelligence and Reporting
- The Microsoft BI Big Picture
- BI Integration with SharePoint Server 2007
- Core BI Features in SharePoint and Office
- Excel
- Excel Services
- SharePoint Report Center
- Business Data Catalog
- BDC Web Parts
- Creating Application Definition Files
- Authentication and Security
- BDC Columns
- Summary
- Additional Resources
- 19 Extending Business Intelligence
- Reporting Services
- How Does Reporting Services Work with SharePoint’
- Integrating Reporting Services with SharePoint
- SQL Server 2005 Reporting Services Native (Default) Mode
- SQL Server 2005 Reporting Services SharePoint Integrated Mode
- Reporting Services Content Types
- Adding Reporting Services Content Types to Document Libraries
- Reporting Services Web Parts
- Other Reporting Services Features Within SharePoint
- Data Source Configuration
- Reporting Services, Authentication, and Data Sources
- Report Model Configuration
- Report File Configuration
- Security Considerations
- Securing Reporting Services Native Mode and SharePoint Integrated Mode
- 570
- Creating, Publishing, and Deploying Reports to SharePoint Sites
- Reporting Against SharePoint Lists with Reporting Services
- Use Visual Studio 2005 to Create and Author Reports
- Authoring Reports with SQL Server 2005 Reporting Services Report Builder
- Report Versioning
- Distributed Server Environment Consideration
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- Table of Contents xix
- Running Reporting Services on a Domain Controller
- PerformancePoint Server 2007
- PerformancePoint Server 2007 Components in a Nutshell
- Planning Administration Console
- PerformancePoint Planning Server Operational and Business Reports Requirements
- Planning Business Modeler
- PerformancePoint Add-in for Excel
- Dashboard Designer: Presenting PerformancePoint Server 2007
- Working with Dashboard Designer
- Dashboards
- Configure Data Sources
- Creating Reports
- Excel Services Report
- Reporting Services Reports
- Strategy Map Reports
- Using MDX Queries
- KPIs
- Security and Dashboard Designer
- Deploying Dashboards to SharePoint Sites
- Adding PerformancePoint Dashboard Items to SharePoint Sites
- Interacting with Dashboards Within SharePoint Sites
- Saving a Dashboard Designer Workspace
- Business Intelligence Use Case Scenarios
- Scorecards: Which Technology Works Best’
- Summary
- Additional Resources
- 20 Intranet, Extranet, and Internet Scenarios
- Web Applications: The Foundation
- Application Pool Best Practices
- Content Database Best Practices
- What s in a Zone’
- Scenarios
- Intranet Scenarios
- Extranet Scenarios
- Internet Scenarios
- Summary
- Additional Resources
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- xx Table of Contents
- Part IV Operating
- 21 Data Protection, Recovery, and Availability
- Planning for Recovery
- What Are You Protecting’
- Stakeholder Education
- Service Level Agreements
- Designing for High Availability
- Fault Tolerance and High Availability
- SQL Server
- SharePoint Servers
- Backup and Restore Strategies
- Recovery Time Objective
- Recovery Point Objective
- Recovering Content
- Web Applications
- Shared Services Providers
- Site Collections
- Lists and Items
- Recovering from Disasters
- Summary
- Additional Resources
- 22 Upgrading from SharePoint Portal Server 2003 to
- SharePoint Server 2007
- Overview of the Four Migration Methods
- In-Place Upgrade
- Gradual Upgrade
- Content Database Migration
- User Copy
- Pre-upgrade Tasks
- Upgrading SQL and Office Platforms
- SharePoint Tasks
- Upgrading Customizations
- Post-upgrade Tasks
- Upgrading Shared Services
- Shared Services in SharePoint Portal Server 2003
- Combining Migration Methods
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- Table of Contents xxi
- Upgrading Between Active Directory Forests
- When to Use the Different Upgrade Methods
- Summary
- Additional Resources
- 23 Capacity Planning and Performance Monitoring
- Capacity Planning
- Software Configuration
- Customization
- Server and Network Hardware
- Boundaries
- Capacity Planning Solution Tool
- Visual Studio 2008 Team Suite
- Performance Monitoring
- Perfmonexe
- System Center Operations Manager 2007
- Summary
- Additional Resources
- Glossary
- About the Authors
- Index
| Book Details | |
| Title: | Microsoft Office Sharepoint Server 2007 Best Practices |
| Publisher: | MICROSOFT PRESS |
| Author: | Curry Et Al |
| Edition: | Paperback |
| ISBN: | 8120336224 |
| EAN: | 9788120336223 |












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