Page 1
INDEX
435
AAccess 2007
integration with SharePoint,PDF:431-432
offline options, 343-344, 347-348
linking to SharePoint lists,346-347
moving databases toSharePoint, 345
publishing databases toSharePoint, 346
accessibilityof external structured
data, 41security for virtual team
content, 44adding content
to blogs, 200-202to wikis, 196
administrationCentral Administration,
110-112Shared Services
Administration, 113Site Settings Administration,
115types of, 110
advanced searches, 278-279alerts for searches, 277-278anchor text, calculating search
relevance, 256announcements, 38
news versus, 40application platforms, 54-55application servers, 116
application templates, 381applications
in MOSS 2007, 101Web applications, 102
approval requirements for content, 19-20
architecture (2007 MicrosoftOffice System), 61. See also informationarchitectures
ASP.NET 2.0, 63business intelligence (BI), 65business processes, 65collaboration services, 64Enterprise Content
Management (ECM), 64people, 64search, 64SQL Server, 63Windows Server 2003, 62Windows Workflow
Foundation, 63archives (SharePoint), 78ASP.NET 2.0, 63associations, 290
creating, 292-296audiences for Web parts,
configuring, 412-413auditing, 219-220authentication, Restore utility
and, 167author, filtering search results
by, 275authoritative pages, 272automatic classification
systems, 124
Bbackup and restore
options, 157backup files, examining,
163-166Backup utility, 159-162Backup/Restore tool,
157-159non-backed up items,
178-179Restore utility, 166-172scheduling backups, 173
command-line tools, 173-174
SQL Server Backup andRestore, 177
two-stage Recycle Bin,174-177
backup files, examining, 163-166
Backup utility, 159-162Backup/Restore tool, 157-159BDC (Business Data
Catalog), 42best bets items, calculating
search relevance, 256BI. See business intelligenceBizTalk Server 2006, 66blogs, 38, 198, 202
adding content to, 200-202creating, 198-200, 401-402
branding, 49browser compatibility
with SharePoint,PDF:425-427
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business datacrawling, 267as metadata, 418-420searching, 418in Web parts, 421-422
Business Data Catalog (BDC), 42
Business Data Web parts, 47business intelligence, 46, 349
considerations for, 376-377dashboards, 350Excel Services, 363-364, 375,
422-423adding to dashboards,
373-374benefits of, 369-371, 376core sections of, 364defining trusted file
locations, 367-369enabling, 365-366publishing workbooks,
371-373settings, 366-367
KPI (Key PerformanceIndicator) lists, 352-353
adding to dashboards, 361-363
benefits of, 376creating, 353-357indicators, creating,
357-361, 416-417Microsoft Office System
architecture, 65Report Center, 375scorecards, 351
business need for portals, 36-37
business objectives, 2, 5-8business owner, responsibilities
of, 14business process integration,
planning upgrades, 141business processes
Excel Services benefit to, 370
Microsoft Office Systemarchitecture, 65
436 Index
Ccalendar. See event listingsCentral Administration,
110-112Backup/Restore tool,
157-159central administrator,
responsibilities of, 15check-in/check-out
documents, 190offline files, 333requiring, 216-217, 332-333
client requirements, PDF:425browser compatibility,
PDF:425-427Office version compatibility,
PDF:427-434collaboration, 43-45, 58,
181-182blogs, 198, 202
adding content to, 200-202creating, 198-200
highly collaborative environ-ment, creating, 204
knowledge placement, challenges of, 183-184
Microsoft Exchange, 59Microsoft Office SharePoint
Server 2007 (MOSS), 61Microsoft Office System
architecture, 64Office Server Extensions, 59selecting tools for, 203-204SharePoint Portal
Server 2001, 60SharePoint Portal
Server 2003, 60SharePoint Team
Services, 59strategy development,
184-185team sites, 185-186
adding users to, 188creating, 186-188organization of, 189Web parts for, 189, 191
wikis, 191, 197adding new content, 196creating, 192-194editing content in, 194-195version control in, 195-196
Windows SharePointServices 2.0, 60
Windows SharePointServices 3.0, 61
collaborative applications,building withSharePoint, 82, 84-96
collaborative content, reviewrequirements, 20
command-line backup tools,scheduling backups,173-174
communication, 37-42in roll-out strategy, 22-25
community level information,183
conditional formatting in Excel, 371
configuringaudiences for Web parts,
412-413content sources for
crawling, 257adding new content
sources, 261-267existing content sources,
258-260electronic form submit
locations, 317-319links to records repository,
236-237metadata properties, 270-271records management,
221-237consistency, 49-51
in page layout, 128consolidation, 45-48content
addingto blogs, 200-202to wikis, 196
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editing in wikis, 194-195searchable content
discussions, 253documents, 250lists, 253people locations, 253structured business data,
253-254types of, 248-249Web applications, 251-252Web sites, 252
Content Approval setting (version control), 211-212
Content by Query Web part,site collections and, 105
content conversion in roll-outstrategy, 22, 28-30
content database migration, 147Content Editor, 38-39content management, 3,
16-21. See also ECM(enterprise contentmanagement)
Web content management,54
content movement. Seeworkflow
content organization in information architec-tures, 123
content ownership in site archi-tecture design, 126
Content Query Web part, 46content sources
configuring for crawling, 257adding new content
sources, 261-267existing content sources,
258-260types of, 255
content types, 50, 130-132adding to document
libraries, 229-233defining, 223-228site collections and, 105
Index 437
corporate information, cate-gories of, 183, 203-204
corporate Internet presencedeployment example,120-121
corporate intranet deploymentexample, 119
corporate portals. See portalscrawl schedules, 268crawled properties
(metadata), 270crawling, 255
business data, 267configuring content sources
for, 257adding new content
sources, 261-267existing content sources,
258-260Exchange public folders, 264file shares, 263Lotus Notes databases,
264-267people locations, 263SharePoint sites, 262Web sites, 263
credibility (of content), 17-21custom lists, 191custom workflows with
Office SharePointDesigner, 301
checking status of, 307-309creating, 301-305testing, 305-306
customizationsbackup/restore options, 179planning upgrades, 146sample forms (InfoPath),
310-313
Ddashboards, 350
adding Excel Services to,373-374
adding KPI lists to, 361-363data types. See metadata
Data View Web part, 47-48database administration in site
architecture design, 127database migration, 147database servers, 116database services
for MOSS 2007, 100SQL Server, 63
database storage (SharePoint),75
databasesAccess
moving to SharePoint, 345publishing to
SharePoint, 346accessing, 41SharePoint, 80-82
building collaborativeapplications, 82, 84-96
deleted items, restoring, 174-177, 399-400
demoted sites, 272density of search term,
calculating search relevance, 256
departmental deploymentexample, 118-119
Deployment for Office SharePointServer 2007, 32
deployment options, 116-121design principles for page
layout, 128-129developer source control
(SharePoint), 76diagramming site
architecture, 127“Did You Mean” assistant, 414differential backups, 160DIP (Document Information
Panel), 218disaster recovery
backup and restore options, 157
backup files, examing, 163-166
Backup utility, 159-162
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Backup/Restore tool, 157-159
non-backed up items, 178-179
Restore utility, 166-172scheduling backups,
173-177planning, 155-156
documentation for, 156-157
discussion threads, 190discussions, searching, 253Document Center, 219Document Information Panel
(DIP), 218document libraries, 43,
190, 209adding
Content Types to, 229-233files to, 393-395metadata to, 396-399
business data as metadata,418-420
check-out, requiring, 332-333
creating, 382-383item-level security, setting,
386-388offline options in
Outlook 2007, 336-339document management,
208-209Document Center, 219Document Information
Panel (DIP), 218document libraries, 209item-level security, 210version control, 210-217workflow, 217
document routing. Seeworkflow
document templates, 50Document Version History
setting (version control),212, 214
438 Index
documentationfor disaster recovery
planning, 156-157site architecture, 127
documentsreferencing, 45-48searching, 250
DR. See disaster recoveryDraft Item Security setting
(version control), 214-216
dumps (SharePoint), 78
EECM (Enterprise Content
Management), 64, 207-208
document management, 209Document Center, 219Document Information
Panel (DIP), 218document libraries, 209item-level security, 210version control, 210-217workflow, 217
records management, 219auditing, 219-220configuring, 221-237Information Management
Policies, 220-221terminology, 208-209Web content management,
237-240publishing sites, 240-244
editingoffline files in Word, 333-336wiki content, 194-195, 403workflows, 411
electronic forms (InfoPath),309-310
adding workflow to, 320-325configuring submit locations,
317-319for Content Types, 131customizing sample forms,
310-313
planning upgrades, 141-142publishing as Web forms,
325-327publishing to SharePoint,
313-317email messages, planning
upgrades, 142-143employee roles/responsibilities
in collaboration process, 203-204
as governance processes, 13-15
enabling Excel Services, 365-366
end users in information architectures, 124
Enterprise ContentManagement (ECM),64, 207-208
document management, 209Document Center, 219Document Information
Panel (DIP), 218document libraries, 209item-level security, 210version control, 210-217workflow, 217
records management, 219auditing, 219-220configuring, 221-237Information Management
Policies, 220-221terminology, 208-209Web content management,
237-240publishing sites, 240-244
enterprise search feature, 45.See also searches
event listings, 38Excel, 81
integration with SharePoint,PDF:430-431
Excel Calculation Engine, 364Excel Services, 363-364, 375,
422-423adding to dashboards,
373-374
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benefits of, 369-371, 376core sections of, 364enabling, 365-366publishing workbooks,
371-373settings, 366-367trusted file locations,
defining, 367-369Excel Web Access Web
part, 364Excel Web Services, 364Excel workbooks, publishing,
422-423Exchange public folders,
crawling, 264exclusions in standard text
searches, 275executive sponsor,
responsibilities of, 14expiration policies, 221external structured data,
accessing, 41extranets, 53
Ffarms, 108
Central Administration, 110, 113
deployment options, 116-121file extension, filtering search
results by, 276file shares, 73-79
crawling, 263SharePoint, 73-80
file system, offline options,331-336
filename, calculating searchrelevance, 256
filtering views, 390filters, property filters in
standard text searches,275-276
five-server deployment, 118folders, Site Columns
versus, 134
Index 439
forms. See electronic forms(InfoPath)
four-server deployment, 117full backups, 160
Ggovernance board,
responsibilities of, 14governance processes, 3, 12-16gradual upgrades, 147Groove 2007, 66
integration with SharePoint,PDF:433
offline options, 340-341, 343synchronization with,
341-342synchronizer role, passing
to members, 342-343Groove Management
Server, 66Groove Relay Server, 66guiding principles as gover-
nance processes, 13
HHelp system, searching, 255highly collaborative environ-
ment, creating, 204hyperlink click distance,
calculating search relevance, 256
IiFilters, 255implementation strategy
business objectives, 5-8content management, 16-21elements of, 3governance processes, 12-16importance of, 2key stakeholders, 3-5metrics program, 8-12roll-out strategy, 21-32
in-place upgrades, 146-147incentives in roll-out strategy,
22, 31-32
inclusions in standard textsearches, 275
indexes, 254-255. See alsocrawling
indicators in KPI lists, creating,357-361
individuals, team site value to, 185
InfoPath 2007 electronicforms, 309-310
adding workflow to, 320-325configuring submit locations,
317-319customizing sample forms,
310-313integration with SharePoint,
PDF:432publishing, 423
as Web forms, 325-327to SharePoint, 313-317
InfoPath Forms Services, limitations, 327
information architecturescomponents of, 123-124defined, 123maintaining, 135-136manual versus automatic
systems, 124metadata architecture, 125,
129-130Content Types, 130-132Site Columns, 132-135
page layout, 125, 128-129site architecture, 125-128
Information ManagementPolicies, 220-221. Seealso retention policies
Information Worker Products, 65
initiating workflows, 296instances, 290Internet presence, 54
deployment example, 120-121
intranets, 52-53deployment example, 119
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IT department, responsibilitiesof, 15
item-level security, 210setting, 386-388
J–KKey Performance Indicator
(KPI) lists, 352-353adding to dashboards,
361-363benefits of, 376creating, 353-357
indicators, 357-361, 416-417
key stakeholders, 2-5keywords
calculating search relevance, 256
improving search relevance,272, 274
for standard text searches, 274
knowledge placement, challenges of, 183-184
KPI (Key PerformanceIndicator) lists, 352-353
adding to dashboards, 361-363
benefits of, 376creating, 353-357
indicators, 357-361, 416-417
Llanguage, calculating search
relevance, 257launch strategy in roll-out
strategy, 22, 27-28LCS (Live Communications
Server), 59, 66Level 1 Web browsers,
PDF:426Level 2 Web browsers,
PDF:426Line of Business (LOB), 58
440 Index
linkingto records repository,
configuring, 236-237to SharePoint lists from
Access, 346-347from wikis, 404
lists, 102. See alsoSharePoint lists
creating, 382-383custom lists, 191item-level security, setting,
386-388searching, 253sharing as RSS feeds,
404-405task lists, 190views, creating, 389-390
Live Communications Server(LCS), 59, 66
LOB (Line of Business), 58local drafts of offline files,
331-332location, filtering search results
by, 275Lotus Notes databases,
crawling, 264-267
Mmaintenance
Excel Services benefits, 371of information architectures,
135-136major version numbers, 210,
212, 214managed properties
(metadata), 271manually creating information
architectures, 124members, training
requirements, 26metadata
addingto document libraries,
396-399to documents, 218
business data as, 418-420
calculating search relevance, 256
content conversion and, 30in Content Types, 130defining, 222-223
metadata architecture, 125,129-130
Content Types, 130-132Site Columns, 132-135
metadata design in informationarchitectures, 124
metadata properties, configuring, 270-271
metrics program (measuringsuccess of MOSS implementation), 3, 8-12. See also businessintelligence
Microsoft Excel. See ExcelMicrosoft Exchange, collabora-
tion platform, 59Microsoft Exchange
Server 2007, 66Microsoft .NET 2.0
Framework, 99Microsoft Office Forms
Server 2007, 66Microsoft Office SharePoint
Server 2007. See MOSSMicrosoft Office SharePoint
Server for Search, 66Microsoft Office System, 57
architecture, 61ASP.NET 2.0, 63business intelligence
(BI), 65business processes, 65collaboration services, 64Enterprise Content
Management (ECM), 64people, 64search, 64SQL Server, 63Windows Server 2003, 62Windows Workflow
Foundation, 63
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Microsoft SQL Server, 100migrating content
database, 147minor version numbers, 210,
212, 214MOSS (Microsoft
Office SharePointServer 2007), 36, 61
components of, 99-102implementation strategy
business objectives, 5-8content management,
16-21elements of, 3governance processes,
12-16importance of, 2key stakeholders, 3-5metrics program, 8-12roll-out strategy, 21-32
out-of-the-box workflows,291-292
checking status of, 300creating associations with,
292-296testing, 296-300
MOSS (Microsoft OfficeSharePoint Server 2007)Enterprise, 36, 65, 70, 380
MOSS (Microsoft OfficeSharePoint Server 2007)Standard, 36, 65, 70, 380
moving Access databases toSharePoint, 345
MySite pages, 415-416
NN-server deployment, 118naming conventions, 188navigation
settings, 406-408in site architecture
design, 127
Index 441
new features of SharePoint,planning upgrades, 145
news, announcements versus, 40
OOBA (Office Business
Application), 55Office, 66
compatibility withSharePoint,PDF:427-434
saving files to SharePoint, 396
searches within, 279-281Office Business Application
(OBA), 55Office Communications
Server, 66Office Communicator, 66Office Server Extensions 59Office SharePoint
Designer, 301workflows
checking status of, 307-309
creating, 301-305testing, 305-306
Office SharePoint Server 2007,comparing to WindowsSharePoint Services 3.0,69-72
offline content, planningupgrades, 143
offline options, 329, 408-409in Access 2007, 343-344,
347-348linking to SharePoint lists,
346-347moving databases to
SharePoint, 345publishing databases to
SharePoint, 346SharePoint lists, 344
comparison of, 330for file system, 331-336
in Groove 2007, 340-343synchronization with,
341-342synchronizer role, passing
to members, 342-343in Outlook 2007, 336, 340
document libraries, 336-339
SharePoint lists, 339-340system requirements, 331
Oleson, Joel, 73OneNote, integration with
SharePoint, PDF:433operating system services,
Windows Server 2003, 62operating systems for
MOSS 2007, 99optimizing searches, 17-18organization, team site value
to, 186organizational level
information, 183out-of-the-box MOSS 2007
workflows, 291-292checking status of, 300creating associations with,
292-296testing, 296-300
Outlook 2007integration with SharePoint,
PDF:428-429offline options, 336, 340
document libraries, 336-339
SharePoint lists, 339-340owners, training requirements,
27
Ppage layout, 125, 128-129people, locations of
crawing, 263searching, 253
permissions, setting, 383-385Personal Information
Management (PIM), 59
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personalization capabilities, 18MySite pages, 415-416
physical deployment options.See deployment options
PIM (Personal InformationManagement), 59
planningdisaster recovery, 155-156
documentation for, 156-157
upgrades, 140-141business process
integration, 141electronic forms/workflow
processes, 141-142new features, 145offline content, 143portal structure, 144-145SharePoint 2003
customizations, 146unstructured content
storage (email messages), 142-143
user readiness, 145when to upgrade, 143-144
platforms. See applicationplatforms
policies, as governanceprocesses, 13
portalsapplication platforms, 54-55business need for, 36-37collaboration, 43-45communication, 37-42consistency, 49-51consolidation, 45-48construction overview, 109definition of, 35extranets, 53Internet presence, 54intranets, 52-53structure of, planning
upgrades, 144-145portlets. See Web parts
442 Index
PowerPoint, integration withSharePoint, PDF:431
procedures, as governanceprocesses, 13
property filters in standard textsearches, 275-276
protocol handlers, 255published content, review
requirements, 19publishing
Access databases toSharePoint, 346
electronic forms toSharePoint, 313-317
Excel workbooks, 371-373,422-423
InfoPath forms, 423Web forms, 325-327
Publishing Sites, 209, 240-244
Q–Rqualitative metrics, 9quantitative metrics, 10quotas, site collections and, 105
Really Simple Syndication. SeeRSS feeds
rebuilds, 147records, review requirements, 20records management, 208, 219
auditing, 219-220configuring, 221-237Information Management
Policies, 220-221records repository
configuring links to, 236-237creating, 233-236
Recycle Bindeleted files, restoring,
399-400settings for, 174-177
reference materials, reviewrequirements, 20
referencing documents, 45-48relevance (of content), 17-21
relevance (of searches), 414calculating, 256-257improving, 269
authoritative pages, 272demoted sites, 272keywords, 272, 274metadata properties,
configuring, 270-271search scopes, 269-270
removing workflows, 411-412Report Center, 375Require Check-Out setting
(version control), 216-217
requirementsclient requirements,
PDF:425browser compatibility,
PDF:425-427Office version compatibili-
ty, PDF:427-434server requirements,
PDF:425requiring Site Columns,
guidelines for, 133-134responsibilities. See employee
roles/responsibilitiesRestore utility, 166-172restoring deleted items,
174-177, 399-400result collapsing, calculating
search relevance, 257retention policies, 50-51
for Content Types, 131site collections and, 105
review requirements for content, 19-20
rewards. See incentivesroles. See employee
roles/responsibilitiesroll-out strategy, 3, 21-32
communications in, 22-25content conversion, 28-30incentives in, 31-32launch strategy in, 27-28
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training, 25-27user support in, 30-31
routing. See workflowRSS feeds, 40-41, 46
sharing lists as, 404-405
Ssample forms (InfoPath),
customizing, 310-313saving
Office files to SharePoint, 396
searches, 277-278schedules
backups, 173command-line tools,
173-174SQL Server Backup and
Restore, 177two-stage Recycle Bin,
174-177crawl schedules, 268
scope, filtering search resultsby, 269-270, 275
scorecards, 351scrolling in page layout, 129search query reports, 282search results reports, 282search scopes, 269-270, 275search sponsor, need for, 248searchable content, types of,
248-249discussions, 253documents, 250lists, 253people locations, 253structured business data,
253-254Web applications, 251-252Web sites, 252
searches, 414-415advanced searches, 278-279alerts, 277-278on business data, 418content sources, configuring
for crawling, 257-267
Index 443
by Content Type, 131crawl schedules, 268“Did You Mean” assistant, 414enterprise search feature, 45Help system, 255indexes, 254-255Microsoft Office System
architecture, 64within Office, 279-281optimizing, 17-18relevance improvements,
269, 414authoritative pages, 272calculating relevance,
256-257demoted sites, 272keywords, 272, 274metadata properties,
configuring, 270-271search scopes, 269-270
saving, 277-278search sponsor, need for, 248searchable content
discussions, 253documents, 250lists, 253people locations, 253structured business data,
253-254types of, 248-249Web applications, 251-252Web sites, 252
site collections and, 105standard text searches, tips
for, 274-276URL searches, tips for, 276usage reports, 282-284usage reviews, 248for Web parts, 392
Securable Objects (SO), 210security
authentication, Restore utility and, 167
of Excel Services, 371item-level security, 210
setting, 386-388
permissions, setting, 383-385searchable content and, 249in site architecture
design, 126for virtual team content, 44
security trimming, 256, 385selecting
collaboration tools, 203-204upgrade type, 149-150
serversrequirements, PDF:425roles of, 116
servicescollaboration services, 64database services, 63operating system services, 62web page services, 63workflow services, 63
shared scopes, 269shared service providers
(SSPs), 103, 107-109,113-114
shared services in MOSS 2007,101-102
Shared ServicesAdministration, 113
SharePoint. See also MOSS;WSS 3.0
archives, 78client requirements,
PDF:425browser compatibility,
PDF:425-427Office version compatibili-
ty, PDF:427-434database storage, 75databases, 80-82
building collaborativeapplications, 82, 84-96
developer source control, 76file sharing, 73-80Office SharePoint
Server 2007, comparingto Windows SharePointServices, 69-72
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publishing electronic formsto, 313-317
server requirements,PDF:425
upgradingplanning, 140-146potential problems,
150-152selecting upgrade type,
149-150steps for, 152-153types of upgrades, 146-148
versions of, 36, 52Windows SharePoint
Services 3.0, comparingto Office SharePointServer 2007, 69-72
SharePoint Designer. SeeOffice SharePointDesigner
SharePoint Files Tool (Groove 2007), synchro-nization with, 341-342
passing synchronizer role tomembers, 342-343
SharePoint listslinking from Access, 346-347offline options
in Access 2007, 344in Outlook 2007, 339-340
SharePoint Server 2001, 60SharePoint Server 2003, 60SharePoint Server Document
Center, Windows 2003R2 File Share versus, 74
SharePoint sites, crawling, 262SharePoint Team Services
(STS), collaboration, 59SharePoint Web UI, adding
files to documentlibraries, 393
sharing lists as RSS feeds, 404-405
signing in as different user,405-406
single server deployment, 117
444 Index
site architecture, 125-128site collections, 102
Publishing Sites, 209Site Settings Administration,
114-116sites and, 103-105
Site Columns, 130, 132-135creating, 222-223
site directory, 45, 186categories, adding, 186
Site Settings Administration,115
site templates, 49, 192site/page owner, responsibilities
of, 15sites, 102
adding Web parts to, 391-392
navigation settings, 406-408permissions, setting, 383-385publishing sites, 240-244site collections and, 103-105Site Settings Administration,
114-116team sites, 185-186
adding users to, 188creating, 186-188, 381-382organization of, 189Web parts for, 189, 191
SO (Securable Objects), 210spbackup.log file, 164, 172spbackup.xml file, 164-166spbrtoc.xml file, 163-164speed (locating information) in
page layout, 128sprestore.log file, 172SQL Server, 100
Microsoft Office Systemarchitecture, 63
SQL Server Backup andRestore, 177
SSPs (shared serviceproviders), 103, 107-109, 113-114
stakeholders. See keystakeholders
standard text searches, tips for,274-276
status of workflows, checkingcustom workflows with
Office SharePointDesigner, 307-309
out-of-the-boxworkflows, 300
strategic goals, scorecards for, 351
strategy development for col-laboration, 184-185. Seealso implementationstrategy
structured business data,searching, 253-254
STS. See SharePoint TeamServices
stsadm.exe utility, 173-174submit locations for electronic
forms, configuring, 317-319
synchronization. See alsooffline options
with Groove 2007, 341-342passing synchronizer role
to members, 342-343planning upgrades, 143
synchronizers, 342passing role to members,
342-343system requirements for offline
options, 331
Ttactical goals, dashboards
for, 350tagging. See metadatatask lists, 190taxonomies, 18. See also infor-
mation architecturesplanning upgrades, 144-145
team sites, 185-186adding users to, 188creating, 186-188, 381-382organization of, 189Web parts for, 189, 191
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teamsteam site value to, 186virtual team workspaces,
43, 183creating, 381-382on intranets, 53permissions, setting,
383-385templates, 103, 106-107
application templates, 381for Content Types, 130document templates, 50for page layout, 128site templates, 49, 192,
381-382workflow templates, 290
testing workflowscustom workflows with
Office SharePointDesigner, 305-306
out-of-the-box workflows,296-300
three-server deployment, 117title extraction, calculating
search relevance, 257title of document, calculating
search relevance, 256topologies, 116-121training in roll-out strategy, 22,
25-27troubleshooting backup/restore
process, 172trusted file locations, defining
for Excel Services, 367-369
two-server deployment, 117two-stage Recycle Bin, 174-177
Uunstructured content storage,
planning upgrades, 142-143
unsupported Web browsers,PDF:427
Index 445
upgradesplanning, 140-141
business process integration, 141
electronic forms/workflowprocesses, 141-142
new features, 145offline content, 143portal structure, 144-145SharePoint 2003
customizations, 146unstructured content
storage (email messages), 142-143
user readiness, 145when to upgrade, 143-144
potential problems, 150-152steps for, 152-153types of, 146, 148
content database migration, 147
gradual upgrades, 147in-place upgrades, 146-147rebuilds, 147selecting, 149-150
Upload menu (SharePoint Web UI), adding files todocument libraries, 393
URL depth, calculating searchrelevance, 257
URL searches, tips for, 276URL text matching, calculating
search relevance, 257usability (of content), 16-19usage reports (searches),
282-284usage reviews (searches), 248user readiness, planning
upgrades, 145user support in roll-out
strategy, 22, 30-31users
responsibilities of, 15signing in as different user,
405-406
Vversion control, 190, 210-217
Groove 2007 offline optionsand, 341
in wikis, 195-196version history, searches
and, 251views
creating, 389-390filtering, 390
virtual team workspaces, 43,183. See also team sites
creating, 381-382on intranets, 53permissions, setting, 383-385
vision statement, as governanceprocess, 13
visitors, training requirements, 26
W–ZWCM (Web content manage-
ment), 54, 208, 237-240publishing sites, 240-244
Web 2.0, 191Web applications, 102
searching, 251-252Web browsers. See browsersWeb content management
(WCM), 54, 208, 237-240
publishing sites, 240-244Web forms, publishing,
325-327Web Front End (WFE)
servers, 116Web logs. See blogsweb page services,
ASP.NET 2.0, 63Web Part Framework, 63Web parts, 38
adding to sites, 391-392audiences for, configuring,
412-413backup/restore options,
178-179
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Page 12
business data in, 421-422KPI list Web parts, adding to
dashboards, 361-363searching for, 392for team sites, 189, 191
Web sitescrawling, 263searching, 252
WF (Windows WorkflowFoundation), 289
Microsoft Office Systemarchitecture, 63
WFE (Web Front End)servers, 116
wikis, 191, 197adding new content, 196creating, 192-194, 402-403editing content in,
194-195, 403version control in, 195-196
Windows 2003 R2 File Share,SharePoint ServerDocument Center versus, 74
Windows Explorer, adding filesto document libraries,394-395
Windows Server 2003,Microsoft Office Systemarchitecture, 62
Windows SharePoint Services 2.0, 60
Windows SharePoint Services 3.0 (WSS 3.0),36, 58, 61, 65, 67
comparing to OfficeSharePoint Server 2007,69-72
features of, 67, 100-101tasks requiring, 379workflow in, 289-290
446 Index
Windows WorkflowFoundation (WF), 289
Microsoft Office Systemarchitecture, 63
Wordediting offline files in,
333-336integration with SharePoint,
PDF:429-430workbooks (Excel), publishing,
371-373, 422-423workflow, 217, 287, 289
adding to electronic forms,320-325
for Content Types, 131custom workflows with
Office SharePointDesigner, 301
checking status of, 307-309
creating, 301-305testing, 305-306
editing, 411initiating, 409-411out-of-the-box MOSS 2007
workflows, 291-292checking status of, 300creating associations with,
292-296testing, 296-300
removing, 411-412terminology, 289-291
workflow deployment, site col-lections and, 105
workflow processesplanning upgrades, 141-142in site architecture
design, 127workflow services,
Windows WorkflowFoundation, 63
workflow templates, 290workspaces. See virtual team
workspacesWSS 3.0 (Windows SharePoint
Services 3.0), 36, 58, 61,65, 67
comparing to OfficeSharePoint Server 2007,69-72
features of, 100-101tasks requiring, 379workflow in, 289-290
Page numbers preceded by PDF: indicate pages on the website (www.awprofessional.com/title/0321421744).