Microsoft SharePoint 2007 Technologies

Microsoft SharePoint 2007 Technologies

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Planning, Design and Implementation

Kevin Laahs, Emer McKenna, Veli-Matti Vanamo

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Microsoft SharePoint 2007 Technologies


In the fall of 2006, Microsoft unleashed the third generation of Web-based
capabilities for information workers: Microsoft Office SharePoint Server
2007 and Windows SharePoint Services 3.0. The SharePoint technologies
deliver, to put it bluntly, an avalanche of features and opportunities for customers
and partners. Those of us working on SharePoint Products and Technologies
really think of 2007 as a watershed release that stands on the
shoulders of the core infrastructure to deliver real value across a broad spectrum
of scenarios, including collaboration, enterprise content management,
search, portals, business process, business intelligence, and the core development
platform. This wave of technology not only lets information workers
do things that they’ve never done before, but enables developers and IT organizations
to reach further than ever in servicing their customers.
The core promise of SharePoint Products and Technologies is that this
great breadth of capabilities is delivered within one framework: a consistent
set of tools and metaphors for end users, developers and administrators that
scale across scenarios of differing scope and complexity. For example, end
users can learn how to interact with one set of document library tools that are
consistently reused across their personal document libraries, their team’s
shared authoring space, their divisional document repository, and their intranet
and Internet publishing sites. As another example, developers can learn
one technology for building and deploying rich solutions across the same
spectrum of places, whether targeting towards executive KPI scorecards or
company-wide surveys.
Such a wave of capability naturally means that there is a lot to do, a lot
to know, and a lot to learn. It is very exciting to see knowledgeable experts
jump in to help; Kevin, Emer, and Veli are just such a group of smart and
passionate experts. I have had the privilege of working with them personally
for many years and have a great level of respect and appreciation for their
depth of knowledge, excitement for technology, and commitment to teaching
and learning. They have worked with SharePoint technologies since the
very first release, and this book represents another round of comprehensive
analysis and understanding, coupled with detailed and patient explanation.
The breadth of material provides great coverage across all of the SharePoint
capabilities, and the authors drill into rich practical detail by describing realworld
scenarios. This book stands as both a useful overview for initial learning
and an essential detailed reference manual for specific problem-solving
down the road.
If you are new to SharePoint Products and Technologies, then you have
selected an excellent resource to assist you in coming up to speed on this new
technology. If you are already familiar with previous releases, this book will
definitely introduce you to and guide you through the newest innovations in
the third generation of the technology. At the end of the day, this is all about
helping people be more productive. For the users of SharePoint technology
who find success in increased productivity, I am glad to have helped. For the
administrators and developers who leverage SharePoint technology to deliver
this success, I am grateful for the opportunity to have played a part. For
champions of technology like Kevin, Emer, and Veli, I am simply honored at
the passion and expertise that they demonstrate.
Rob Lefferts
Principal Group Program Manager
Windows SharePoint Services
Microsoft Corporation

When we approached Rob Lefferts to write the foreword for our third book
about SharePoint Technologies, we reflected on how long we had known
each other. Rob first met us during our preparation for Compaq’s SharePoint
Portal Server 2001 Academy, and he delivered the keynote for our first event
in early 2001. So we’ve known each other for nigh on seven years now.
More than seven years ago, Microsoft had some very grand plans for a
product that was code-named Tahoe. According to the marketing hype surrounding
what became SharePoint Portal Server 2001, it was to be all things
to all people. But it wasn’t. And there were some very good reasons for that,
because, just like a good scotch, it takes time to mature. Maturity comes
from the experience of learning and doing over time, and SharePoint is no
different in this regard. The experiences of the 2001 and 2003 releases of the
technology have helped shape the 2007 release. And it is a release that, from
a pure feature point of view, is much closer to the original goals of Tahoe.

The third generation of SharePoint Technologies targets six major solution
areas and leverages core infrastructure features delivered in the Windows
Server 2003 operating system. In addition to the significant enhancement of
collaboration, portal, and search, we see a focus on business intelligence,
business process, and enterprise content management. All of these solution
areas integrate exceptionally well with each other and with the core platform
services provided by Windows SharePoint Services V3.0.

All of us work in HP Services and are involved with SharePoint in many
different ways—from consulting with our customers to presenting at industry
conferences to working on our own internal knowledge systems, which
heavily leverage SharePoint Technologies. Our experiences working with
SharePoint and its complementary products have helped us assimilate its
value and shape the content for this book, and we certainly hope that our
experiences go a long way toward jump-starting yours.

So what does the book contain? Well, certainly not everything, and we
apologize if the area that you are most interested in is not covered. What we
have tried to do is to first articulate what the major features are; how they
help integrate people, processes, and information; and the subsequent value
they can bring to your organization. We tend to view the functionality from
a position of its practicality in large enterprises, and many of our opinions
reflect that bias. We believe we give an honest view of both the good things
and the things that just might need a little more maturing before they can
live happily in this space. We then explain the important considerations for
when you plan your deployment and, subsequently, how you can build upon
the base features to customize and extend the platform for your specific business

SharePoint has come a long way in the last seven years, and Microsoft
has done a great job of listening to and acting upon the experiences of their
customers and partners. So for those of you who currently use SharePoint,
there should be no danger of you having a seven-year itch—and for those of
you that have not yet ventured into this technolog, you can rest assured that
a mature platform awaits you should you wish to hop on board.
Kevin, Emer, and Veli

A feeling of community is essential for people’s experiences to be leveraged to
the fullest. Only when you feel a true part of a community do you contribute
to as well as consume the community experience. In HP, we are fortunate to
have such a community, and we’d therefore like to thank everyone who is a part of it.

Our community extends outside of HP to our customers and partners
and obviously in the SharePoint space to Microsoft. We have many great
friends at Microsoft, and we call them friends due to the strength of the
working relationships we have with them and the fun we have together on
the occasions we get to meet up in person. Thanks to Rob Lefferts for writing
the foreword and to everyone else we know in the SharePoint and Exchange
space—you know who you are!
There is a major community in the industry who should not go unmentioned.
In this day and age of information ubiquity, all of you who take the
time to share your experiences via blogs, wikis, and so forth have contributed
to our knowledge, and for that, we thank you.

Finally, we would like to acknowledge the plethora of people who have
shown us much patience during the creation of this book; it was greatly
appreciated. We hope the end result is worth any frustration that we caused!

Personal Acknowledgments
All of you know me too well. You know that you can’t trust me when I say
“never again.” However, I know I can trust you to support me when I do
break my word, so thanks to everyone for that. Thanks also to Emer and Veli
for persevering and getting this book done, especially through the hardest of
times. And to my wife, Wendy, and my children, Jenny and Euan—as usual,
you didn’t complain with about the late nights and lost weekends, so thanks;
it won’t happen again. J

Writing a book shares some parallels to the childbirth experience, in that as
you are going through the actual labor, you often find yourself saying (or in
some cases screaming), “Never again!” and you don’t find yourself particularly
fond of the folks yelling at you to push. However, once the labor part is
over and you are holding your little bundle of joy, or finished product in
book terms, your brain immediately starts playing tricks on you, making you
think “That wasn’t so bad after all.” Such is life; without this distortion of
memory, the human race would most likely be extinct, and bookshelves
would probably be considerably lighter. So, without further ado, let the
acknowledgements begin.
First off, I would like to thank Kevin for patiently waiting on me to finish
my section, even though it was months after his work was complete.
Thanks to Veli for finding the motivation to write despite his heartache.
Thanks to Alan Rose for handling the production of the book and being as
wonderful to work with as ever. Thanks to Paul White and Frank Curran,
two wonderful teachers who are a big part of the reason I am in this industry
at all. Thanks to my mum, dad, and sisters for keeping me motivated and
reminding me of all the good times ahead. Thanks to Starbucks for keeping
me awake in the wee hours of the morning; my only regret is that I didn’t buy
shares in the company before I started writing.
Regardless of my opening statement, childbirth is and always will be a
miraculous and incredibly satisfying experience comparable to none. Everyday,
I continue to be overwhelmed with the joy and sense of purpose that my
two beautiful little girls bring to my life; thank you, Caoimhe and Niamh,
for always making my heart sing. And last, but by no means least, I would
like to thank my husband Michael for being so supportive and keeping me
grounded during this process; you are and always will be my rock! I love you.

First and foremost, I want to extend my thanks to Kevin and Emer on persevering
with my ever-moving dates and changing content. You guys never
gave up and helped me in every way possible, so thanks for letting me share
this book with you once again.
Thank you to my wife Audrey, for her understanding and hard work
during the long evenings and sleepless nights. Thanks to my family for motivation
and encouragement throughout the years.
This book found me in between two personal life events: the birth of
our first son and the unexpected departure of my father. As in a book, in life
there is a beginning and an ending. And so I wish to welcome my son Christian
Kullervo and say farewell to my father Kullervo.

Table of Contents
Foreword xv
Preface xvii
Acknowledgements xviii
Personal Acknowledgments xix
1 2007 Microsoft Office System 1
1.1 Introducing the 2007 Microsoft Office System 1
1.1.1 Investing in Solution Areas 3
1.1.2 Collaboration 5
1.1.3 Portal 6
1.1.4 Search 6
1.1.5 Enterprise Content Management 7
1.1.6 Business Processes 8
1.1.7 Business Intelligence 9
2 Windows SharePoint Services V3.0 11
2.1 A Necessary Platform 11
2.2 Main Architectural Ingredients 13
2.2.1 3-Tier Architecture 13
2.2.2 The Site Framework: Web Applications and
Site Collections 15
2.2.3 Site Storage—Configuration and Content Databases 19
2.3 Rendering Sites 22
2.3.1 Master Pages, Page Layouts, and Content Pages 22
2.3.2 Site Definitions, Site Templates, and Features 23
2.3.3 Navigation 26
2.4 Storage 29
2.4.1 Metadata—Introducing Content Types and
Site Columns 29
2.4.2 Administration—Folders, Recycle Bin, and AutoCopy 32
2.4.3 Versioning—A Major and Minor Enhancement 34
2.4.4 Search 37
2.5 Security Model 37
2.5.1 Authorization 37
2.5.2 Authentication 42
2.5.3 Granular Permissions 42
2.5.4 Security-Trimmed User Interface 43
3 Collaboration 45
3.1 Wikis, Blogs, and RSS (Really Simple Syndication) 45
3.1.1 Wikis 46
3.1.2 Blogs 51
3.1.3 RSS 53
3.2 Mobile Access 55
3.3 E-Mail and WSS 3.0 58
3.3.1 Outgoing E-Mail 58
3.3.2 Incoming E-Mail—Now We’re Talking! 58
3.3.3 Directory Management Service 62
4 Microsoft Office SharePoint Server 2007 69
4.1 Shared Services 69
4.2 MOSS extensions to WSS 3.0 70
4.2.1 Administration Additions 70
4.2.2 MOSS Permissions and Groups 71
4.2.3 MOSS Features 72
4.2.4 MOSS Web Parts 75
4.2.5 MOSS Templates 77
4.3 Business Data Catalog 81
4.3.1 Application Definition File 82
4.3.2 Importing an Application Definition File 85
4.3.3 BDC Web Parts 86
4.3.4 BDC and Lists 87
5 Enterprise Content Management 89
5.1 Document Management 90
5.1.1 Compliance 90
5.1.2 Auditing 91
5.1.3 Information Management Policies 93
5.1.4 Rights Management 96
5.2 Records Management 97
5.2.1 Records Repository Site 99
5.2.2 Web Service and Populating the Repository 101
5.2.3 E-mail and Records 103
5.2.4 Holds 105
5.3 Web Content Management 106
5.3.1 Publishing Site Templates 107
5.3.2 Creating Pages and Modifying Content 109
5.3.3 Content Deployment 111
6 Search 115
6.1 A Common Search Engine 116
6.1.1 The Core Engine 116
6.1.2 Goals for the Search Experience 119
6.2 Configuring Search 120
6.2.1 Managing Search 120
6.2.2 Content Sources, Crawl Rules, Site Hit Frequencies 122
6.2.3 Search Scopes 123
6.2.4 Managing Properties 126
6.3 Consuming Search 128
6.3.1 Search Query Syntax 129
6.3.2 Relevance, Best Bets, and Keywords 131
6.3.3 Search Results Page and Search Web Parts 132
6.3.4 Search Tabs and Searching the BDC 137
6.3.5 Making Sense of Searches through Search Reports 140
6.3.6 More than One Search! 141
7 People 143
7.1 The SharePoint User Profile 144
7.1.1 Populating the User Profile 144
7.1.2 User Profile Properties 147
7.1.3 Searching the Profile 149
7.2 Personal Portal—A User’s View 152
7.2.1 By Me—My Site 153
7.2.2 SharePoint Sites Web Part 155
7.2.3 Colleague Tracker Web Part 156
7.2.4 About Me—My Profile 156
7.2.5 For Me—Audiences and Personalization Sites 159
7.3 People Picker and Cross Forest Operations 161
8 Business Intelligence 163
8.1 Excel Services 164
8.1.1 Publishing Excel Workbooks 165
8.1.2 Viewing Workbooks in the Browser 166
8.1.3 Interacting with WorkBooks via Excel Web Access 168
8.2 Key Performance Indicators (KPIs) 169
8.2.1 Creating SharePoint KPIs 170
8.2.2 Displaying KPIs 171
8.3 Dashboards and Report Center Templates 171
9 Office and Exchange Integration 175
9.1 Outlook 2007 175
9.1.1 Synchronization Process 176
9.1.2 Lists 177
9.1.3 Libraries 179
9.2 Word 2007 180
9.3 PowerPoint 2007 182
9.4 Excel 2007 183
9.5 Access 2007 183
9.6 InfoPath 2007 184
9.7 My SharePoints—Navigating Sites, Opening, and Saving items 184
9.8 Accessing SharePoint Document Libraries through OWA 2007 185
10 Planning the SharePoint Deployment 189
10.1 Getting to Know the Requirements 189
10.2 Planning SharePoint Features 190
10.2.1 Authentication Providers 190
10.2.2 Enterprise Search Scoping 191
10.2.3 User Profiles and My Sites 192
10.2.4 RSS Feeds 193
10.2.5 Impact of Web Parts 194
10.3 Overview of Deployment Sizing 195
10.3.1 Performance Testing Methodology 196
10.3.2 Estimating Required Throughput for SharePoint 197
10.3.3 Recommended Application Limits 200
10.4 Sizing SharePoint Server 2007 203
10.4.1 Web Front-End Scalability 204
10.4.2 SQL Server Impact 205
10.4.3 Choosing Your Deployment Hardware Topology 206
10.4.4 High Availability Considerations 207
10.4.5 Network Impact 208
10.5 Disk Subsystem Planning 209
10.5.1 Database Sizing 210
10.5.2 Search Index Sizing 210
10.6 Global Deployment Considerations 211
10.6.1 Addressing Multiple Languages 211
10.6.2 Distributed or Regionalized Server Deployment 212
10.7 Preparing for Software Deployment 213
10.7.1 Service Accounts 213
10.7.2 Preparing Your DNS Architecture 215
10.7.3 SQL Server Configuration 216
10.7.4 Quota Management 217
10.8 Planning Backup and Restore 218
10.8.1 Out-of-the-Box Backup Options 218
10.8.2 Third-Party Backup Solutions 218
10.9 Planning Data Migrations 219
10.9.1 When Company Structures Change 219
10.9.2 Preparing for Cross-Platform Migrations 220
10.9.3 Addressing Functionality Changes 221
10.10 Planning Support for SharePoint 222
10.10.1 Planning a Support Strategy 222
10.10.2 Planning an Operational Model 224
10.10.3 Planning Service Level Agreements 226
10.10.4 Expected Support Call Volume 228
10.10.5 Staffing an Operational Team 229
10.10.6 Pathway to Production 230
10.10.7 Active Monitoring 231
10.10.8 Passive Analyzing 232
10.11 Performance Monitoring 232
10.11.1 Monitoring Strategy 233
10.11.2 Identifying Future Bottlenecks 234
11 Introduction to SharePoint Development 237
11.1 Development Architecture Overview 237
11.2 Microsoft Office SharePoint Designer 2007 243
11.3 Microsoft Visual Studio 2005 249
11.4 Windows SharePoint Services 3.0 Solution Framework 253
11.4.1 Solution File Composition 258
11.4.2 Building a Solution File using makecab.exe 259
11.4.3 Building a Solution File Using Visual Studio CAB
Project Template 261
11.4.4 Building a Solution File Using Visual Studio Extensions
for WSS 3.0 263
12 SharePoint Programmability 267
12.1 Custom Web Pages and Web Applications in SharePoint 267
12.1.1 Custom Web Pages 268
12.1.2 Best Practices for Creating Custom Web Pages 270
12.1.3 Accessing the SharePoint Object Model with Inline Code 271
12.1.4 Applying the Layouts Branding 273
12.1.5 Inheriting Master Page from Current Site 274
12.1.6 Storing Code behind Custom Web Pages 276
12.1.7 Create the Assembly File 278
12.1.8 Create the Web Form 280
12.1.9 Custom Web Applications 280
12.2 The Object Model 284
12.2.1 WSS 3.0 Object Model 284
12.2.2 Retrieving SharePoint Data 286
12.2.3 Adding Content to SharePoint 288
12.2.4 Removing Content from SharePoint 292
12.2.5 Using Elevated Privileges 294
12.2.6 SharePoint Server 2007 Object Model 296
12.3 Web Services 299
12.3.1 Working with Web Services 303
13 Building and Deploying Web Parts 309
13.1 Introduction 309
13.2 What is a Web Part? 309
13.2.1 Creating a Web Part Page 311
13.2.2 Adding, Modifying, and Arranging Web Parts 313
13.3 Microsoft Office SharePoint Server 2007 Web Parts 316
13.3.1 SharePoint Designer Data View Web Part 317
13.3.2 Data Source Library 318
13.3.3 Linked Data Sources 320
13.3.4 Creating a Data View with a Linked Data Source 322
13.3.5 SharePoint Server 2007 Content Query Web Part 325
13.3.6 Exercise Preparation 338
13.3.7 Content Query Web Part Exercise 338
13.4 Creating Custom Web Parts 341
13.4.1 Getting Started 342
13.4.2 Coding the Web Parts 347
13.4.3 Creating the Second Web Part 350
13.4.4 Deploying the Web Part 351
13.5 Coding Web Parts 353
13.5.1 Web Part Rendering Process 354
13.5.2 Web Part Properties and Methods 355
13.5.3 Implementing Child Controls 358
13.5.4 Customizing the Web Part Menu 361
13.5.5 Tool Panes and Editor Parts 362
13.6 Connecting Web Parts 367
13.6.1 Connection Interfaces 368
13.7 Debugging Web Parts 374
13.8 Packaging and Deploying Web Parts 375
13.8.1 Packaging the Web Part 376
13.8.2 Step 2: Package the solution 376
14 Branding your SharePoint 2007 Sites 383
14.1 What is Branding? 383
14.2 Branding Pain Points in SharePoint Portal Server 2003 384
14.3 SharePoint 2007 Enhancements 387
14.3.1 Enterprise Content Management 388
14.3.2 Master Pages 391
14.3.3 SharePoint Master Pages 392
14.3.4 Application.master—the Nemesis of Branding! 399
14.3.5 Page Layouts 400
14.3.6 Publishing Page Rendering 402
14.3.7 Navigation 402
14.4 Customizing the Color Scheme 406
14.4.1 Creating Custom Style Sheets 409
14.5 Themes 411
14.5.1 Creating a Custom Theme 415
14.5.2 To Theme or Not to Theme 418
14.6 Site Title, Description, and Icon 420
14.7 Basic Branding Exercises 421
14.7.1 Browser Customizations 422
14.7.2 Branding the entire site (continues from
previous exercise) 423
15 Site Definitions and Templates 429
15.1 Defining Site Definitions, Site Templates, and Custom Templates 429
15.1.1 Site Definitions 431
15.1.2 Site Templates 435
15.1.3 Custom Site Definitions and Custom Site Templates 441
15.1.4 Feature Stapling 441
15.1.5 .STP Files 444
15.1.6 Portal Site Definitions (Also Known as
Virtual Site Definitions) 446
15.1.7 Application Templates 447
15.2 Dissecting ONET.XML 447
15.2.1 The Project Element 448
15.2.2 NavBars 449
15.2.3 Configurations Element 450
15.3 Site Definition Solution Files 454
15.4 Site Definition Branding Exercise 456
16 Features 463
16.1 What is a Feature? 463
16.2 SharePoint 2007 Features 464
16.3 Feature Architecture 466
16.3.1 Element Manifests 471
16.3.2 Defining Modules 473
16.3.3 Defining Custom Actions 475
16.3.4 Feature Properties 479
16.3.5 Activation Dependencies 479
16.4 Feature Receivers 482
16.5 Feature Lifecycle 483
16.5.1 Creating a Feature 485
16.5.2 Installing a Feature 486
16.5.3 Activating a Feature 487
16.5.4 Deactivating a Feature 490
16.5.5 Uninstalling a Feature 491
16.6 Feature Stapling 492
16.7 Deploying Features using the Solution Framework 493
16.8 Branding Using Features Exercise 496
16.8.1 Branding Scenario 498
16.8.2 Create the Feature Receiver 506
16.8.3 Create the Branding Feature Set 507
17 Events 513
17.1 What is an Event? 513
17.1.1 Event Receivers 515
17.1.2 SPWebEventReceiver 516
17.1.3 SPItemEventReceiver 520
17.1.4 SPListEventReceiver 528
17.1.5 Additional Event Receivers 531
17.1.6 Support for WSS 2.0 Events 532
17.2 Working with Events 533
17.2.1 Creating an Event Handler 533
17.2.2 Deploying an Event Handler 534
17.2.3 Registering an Event Handler 534
17.2.4 Registering Event Handlers using Features 536
17.2.5 Registering Event Handlers using Content Types 540
17.2.6 Registering Event Handlers using the Object Model 543
17.2.7 Removing Event Handler Registrations using
the Object Model 543
17.3 Working with Document Libraries—Event Exercise 545
17.3.1 Create and Deploy the Event Handler 548
17.3.2 Register the Event Handler 551
17.3.3 Testing the Event Handler 553
18 InfoPath Forms Services and Workflow 557
18.1 What is InfoPath Forms Services? 557
18.1.1 Microsoft Office Forms Server 2007 559
18.2 Configuring InfoPath Forms Services 560
18.3 Introduction to InfoPath 2007 570
18.3.1 What is a Form Template? 570
18.3.2 Form Template Designer 571
18.3.3 Template Parts 573
18.4 Data Connections 574
18.5 Creating a Browser-Enabled Form Template 578
18.6 Deploying and Managing InfoPath Forms 585
18.6.1 User Form Template Deployment 586
18.6.2 Administrator-Deployed Form Templates 596
18.7 Document Information Panel 603
18.8 Adding Code to a Form Template 607
18.9 Workflow and SharePoint Server 2007 616
18.9.1 Windows Workflow Foundation 618
18.9.2 Workflow in Windows SharePoint Services 619


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