Microsoft SharePoint: Building Office 2007 Solutions in VB 2005 Book

About the Author     xvii
About the Technical Reviewer     xix
Acknowledgments     xxi
Introduction     xxiii
SharePoint Business Solutions     1
The SharePoint Marketplace     1
Segmenting Information Workers     2
Transactors     2
Professionals     2
Executives     3
Grouping Information Workers     3
Individuals     3
Departmental Teams     3
Divisional Groups     4
Enterprise     4
Extended Enterprise     4
Information Worker Challenges     4
The System Challenge     5
The Information Challenge     6
The Process Challenge     6
The Collaboration Challenge     6
The Access Challenge     7
The Management Challenge     8
The Regulatory Challenge     9
Understanding Business Scenarios     9
Increasing Individual Productivity     9
Increasing Team Productivity     10
Increasing Divisional and Enterprise Productivity     11
Supporting Remote Workers     12
Integrating with Partners andCustomers     13
Complying with Regulations     14
Analysis and Design Considerations     15
Documenting the Business Vision     15
Documenting Policies, Practices, and Regulations     16
Project and Design Documents     18
Managing Change     18
SharePoint Overview, Planning, and Installation     21
Windows SharePoint Services     21
Document Libraries     22
Lists     23
Web Parts and Custom Development     24
Site Creation and Branding     25
Microsoft Office 2007     25
Document Panels     26
Working Offline, While Mobile, or With Peers     26
Microsoft Office 2007 Suites     27
Microsoft Office SharePoint Server     27
Portal Features     28
Enterprise Content Management     28
Business Intelligence     29
Shared Services     30
MOSS Versions     30
Installation Considerations     30
User Capacity Planning     30
Storage Capacity Planning     31
Access and Authentication Planning     31
Limitations     33
Deployment Architectures     34
Creating a Development Environment     35
Prerequisites     36
Installing Virtual Server 2005     37
Creating the VPC Images     38
Creating the Domain Controller     41
Creating the Database Server     46
Installing Windows SharePoint Services     48
Installing Microsoft Office SharePoint Server     55
Creating a Test Client     64
SharePoint Fundamentals     65
Managing Users     65
Understanding Permission Levels and SharePoint Groups     67
Configuring Anonymous Access     70
Understanding Security Policies     70
Managing Site Structure     71
Working with Sites     72
Working with Lists     73
Configuring E-Mail-Enabled Lists     79
Working with Pages     80
Understanding Alerts and RSS Feeds     81
Understanding Features     82
Understanding Authentication Options     83
Extending Web Applications     84
Using Forms Authentication     84
Using Web Single Sign-On     90
Using Active Directory Account Creation Mode     90
Extending Web Applications Outside the Firewall     90
Working with Alternate Access Mappings     90
Enabling Secure Sockets Layer     91
Creating a Secure Internet Site     91
Extending the Web Application     92
Creating an Alias     92
Installing Certificate Services     93
Requesting a New Certificate     94
Creating a New Certificate     96
Installing the New Certificate     96
Configuring Forms Authentication     97
Adding a New Incoming URL     100
Testing Secure Access     100
SharePoint Shared Services     103
Creating and Managing Shared Services Providers     103
Configuring Search     105
Crawling Content Sources     105
Including File Types     106
Understanding Search Scopes     108
Using Keywords and Best Bets     109
Reporting on Search Usage     109
Using Audiences     109
Understanding User Profiles     111
Personalization with My Site     116
Using My Site     117
Customizing My Site     118
Publishing Links     119
Using Excel Services      119
Configuring Excel Services     119
Using Parameters in Excel Services     121
Using Data Connections     123
Using Excel Web Services     124
Creating User-Defined Functions     124
Integrating the Business Data Catalog     125
Understanding Metadata     126
Uploading the Application Definition     136
Using BDC Information     138
Custom Solutions with Excel Services     141
Trusting a Document Library     141
Creating the Mileage Calculator Spreadsheet     142
Creating the New Project     143
Coding the Application     143
SharePoint Content Development and Management     147
Understanding Site Collection Templates     147
Adding and Editing Pages     149
Using Web Parts     151
Connecting Web Parts     153
Modifying the Site Look and Feel     154
Customizing Site Navigation     154
Using Themes and Styles     154
Customizing with the SharePoint Designer     155
Understanding Contributor Mode     156
Adding a New Page     157
Working with Data Sources      159
Working with Data Views     162
Understanding the Impact of Customization     162
Saving Customized Templates     164
Creating Site Templates     164
Creating List Templates     165
Using the Publishing Feature     165
Creating a Public Internet Site     165
Creating and Approving Pages     168
Using an Alternate Style Sheet     171
Understanding Master Pages and Page Layouts     171
Editing the Default Master Page     171
Creating New Page Layouts     174
Creating New Master Pages     176
Enabling Site Variations     180
Using Content Deployment     181
Web Content Management     182
Creating a New Site     182
Activating and Configuring the Publishing Feature     183
Creating a New Welcome Page     187
Defining Site Columns     188
Defining the Content Type     188
Creating the Page Layout     189
Editing the Page Layout     189
Publishing the Page Layout     191
Using the Page Layout     191
SharePoint Document, Form, and Records Management     193
Working with Content Types, Lists, and Libraries     193
Understanding Site and List Columns     195
Working with Views     196
Using New Content Types     198
Configuring Document Library Enhancements     200
Working with InfoPath and Form Libraries     203
Creating Template Parts     203
Importing Word and Excel Documents     207
Using Data Connection Libraries     209
Developing with Visual Studio Tools for Applications     210
Understanding InfoPath Forms Services     216
Using the Document Conversions Service     219
Understanding Records Management     221
InfoPath and SharePoint     222
Prerequisites     223
Creating a Customer Issues Site     223
Creating the Customer Issues Form     224
Publishing the Form     226
Configuring the Form Library     227
Using the New Form     228
Document and Records Management     229
Prerequisites     229
Defining Site Columns     229
Defining Site Content Types     230
Creating the Document Library     232
Creating the Records Repository     233
Configuring the Records Repository     234
Archiving a Document     235
Creating a Hold Category     235
SharePoint Custom Features and Workflows     237
Building Custom Features     237
Understanding the Feature Architecture     237
Adding Actions to Menus and Toolbars     240
Using Custom Action Pages     244
Using Tokens to Retrieve Information     248
Adding New Files to a Site     248
Understanding Feature Receivers     250
Receiving Site, List, and Item Events     254
Building and Using Workflows     258
Using Built-in Workflows     259
Creating Custom Workflows in Visual Studio     260
Creating Workflows in SharePoint Designer     266
Creating Custom Activities     267
Considering Workflow Options     273
Building an Employee Performance Review Workflow     275
Creating the InfoPath Workflow Forms     275
Creating the Workflow Project     282
Publishing the Forms     283
Developing the Project     284
Coding the Project     289
Building the Project     293
Deploying the Workflow     293
Using the Workflow     296
SharePoint Business Intelligence Solutions     297
Understanding Report Center     297
Using Scorecards     298
Using Reports     299
Understanding Data Source Options     302
Using SharePoint Lists as Data Sources     302
Using Spreadsheets as Data Sources     304
Using Cubes as Data Sources     305
Integrating SQL Reporting Services     310
Reporting Services Web Parts     312
SQL Server 2005 Service Pack 2     313
Creating a Dashboard     314
Installing the AdventureWorks Data Warehouse     314
Building and Deploying a Cube     315
Browsing the Cube in Excel     318
Adding the Data Connection     319
Creating a Report     320
Building the Dashboard     321
SharePoint and Microsoft Office     323
Managing Document Information     323
Utilizing the Document Management Information Panel     323
Using the Research Library     325
Working with Quick Parts     326
Creating Custom Document Information Panels     328
Going Offline     329
Going Mobile      331
Using the Office Open XML File Formats     335
Understanding Document Packages     335
Using System.IO.Packaging     339
Developing with Visual Studio Tools for Office     343
Creating a Development Environment     344
Creating Office 2007 Add-Ins     346
Creating Office 2007 Task Panes     349
Deploying VSTO 2005 SE Solutions     352
Using the Office Open File Formats     355
Starting the Project     356
Coding WordCleaner.Worker     356
Creating the Worker.aspx Page     361
Coding the Worker.aspx Page     362
Creating the Feature.xml file     363
Creating the Elements.xml file     364
Creating the Install.bat file     365
Activating and Using the Feature     366
SharePoint Web Parts     367
Web Part Basics     367
Web Part Properties     368
Rendering Web Parts     369
The Web Part Life Cycle     371
Deploying Web Parts     375
Understanding Deployment Options     375
Building the Web Part     377
Code Access Security     378
Creating Solution Packages      384
Using Custom Web Parts     386
Using Client-Side Script     387
Building Connectable Web Parts     390
Building Custom Connection Interfaces     390
Using Standard Connection Interfaces     392
Custom Editor Parts     399
Creating an Editor Part     400
Using an Editor Part     401
A Complete Web Part     402
Installing the AdventureWorks Database     403
Creating the New Project     403
Coding the Web Part     404
Deploying the Web Part     407
Using the Web Part     410
Connectable Web Parts     411
Adding the Filter Property     412
Adding the Callback Method     412
Modifying the SQL Statement     413
Building and Deploying the Web Part     413
Creating the Contact List     413
Programming SharePoint Services     415
Understanding Site Definitions     415
Creating a New Site Definition     416
Customizing the Site Definition     420
Understanding the SharePoint Object Model     424
Getting Started with the Object Model     425
Accessing Site Collections and Sites     427
Elevating Permissions     428
Accessing Lists and List Items     429
Accessing User Information     430
Using SharePoint Web Services     432
Working with Site Data     433
Working with List Data     433
Using the Single Sign-On Service     439
Setting Up SSO     439
Using SSO in Code     445
Creating a Site Definition     447
Copying the Site Definition     448
Modifying the Configurations Section     449
Modifying the Modules Section     450
Using the Site Definition     451
Building a Site Explorer     451
Adding the Web Reference     452
Returning All Sites     452
Adding Child Sites     453
Running the Sample     454
SharePoint Operations and Administration     455
Using Backup and Restore     455
Creating a Target Folder     455
Performing a Backup     457
Performing a Restore     457
Using Logs and Reports     458
Working with the Unified Logging Service     458
Working with Portal Usage Reporting      460
Working with Information Management Policy Usage Reports     462
Configuring Caching Options     463
Understanding Cache Profiles     463
Configuring Output Caching     465
Configuring Object and Disk Caching     466
Using Windows Rights Management     467
Preparing for RMS Installation     468
Installing the RMS Server     469
Configuring RMS in the SharePoint Farm     471
Using RMS with Documents     471
Configuring Antivirus Protection     472
Quiescing the Farm     473
Cleaning Up Unused Sites     474
Implementing Quotas and Locks     476
Using the Command-Line Utility     477
Creating a Log Viewer Feature     478
Creating the ULSLogViewer Page     478
Creating the Feature File     487
Creating the Manifest File     488
Deploying the Feature     488
Index     491