Essential SharePoint 2007: A Practical Guide for Users, Administrators and Developers

Essential SharePoint 2007, Second Edition
	Table of Contents
	Preface
		Who This Book Is For
		How This Book Is Organized
		What’s New?
		Conventions Used in This Book
		Using Code Examples
		Samples, Comments, and Questions
		Safari® Books Online
		Acknowledgments
	Using SharePoint
		How Does This Help Me Do My Job?
		What Types of Sites Can I Create?
		What Software Do I Need?
			What Other Software Do I Need?
			Try It
		Parts of a Page
			Creating a Test Site
			Editing a Page
			Changing the Top Link Bar and Quick Launch
			Adding Content
			Uploading Large Groups of Files
		Creating Sites
			Controlling Access to a Site
			Removing Users and Editing Permissions
			Grouping Users
		Putting SharePoint to Work
			Creating a Company Phone List
			Replacing Network Drives with Libraries
			Using Document Version Control
		Best Practices
	Word, Excel, and Outlook
		Setting Client Security
		Editing, Saving, and Sharing Documents
			Using the Task Pane
			Working Offline in Office 2007
			Working Offline in Office 2003
			Resolving Conflicting Updates
			Requiring Check Out to Avoid Conflicts
		Editing Lists in Excel
			Viewing SharePoint Lists in Excel
			Editing Lists Offline and Resolving Conflicts
			Importing Data into SharePoint from Excel
		Viewing SharePoint Calendars from Outlook
		Organizing Meetings from Outlook
			Creating a Meeting Workspace
			Creating Different Types of Workspaces
			Linking to an Existing Workspace
		Sharing Contacts with Outlook
			Creating Contact Lists
			Exporting Contacts from Outlook to SharePoint
			Linking SharePoint Contacts to Outlook
			Editing Shared Contacts from Outlook
		Best Practices
	Creating Sites
		Choosing a Location and Template
			Creating Site Collections
			Creating Subsites
			Choosing a Template
		Customizing Site Navigation
			Changing Link Bar Tabs in WSS
			Adding Links to Quick Launch in WSS
			Changing the Link Bar and Quick Launch in MOSS
			Adding a Help Tab
			Adding Tree View Navigation
		Summarizing Content with Web Parts
		Adding Other Pages
		Setting Security (Controlling Access)
			Using the Site Users Web Part
			Using Active Directory Security Groups
			Working with SharePoint Groups
		Changing the General Appearance
		Creating Custom Themes
		Applying Stylesheets
		Creating and Using Site Templates
			How to Develop Custom Templates
			Saving a Site As a Custom Template
			Using and Deploying Custom Templates
			Viewing and Editing Template Files
			Replacing a Built-in Template
		Best Practices
	Creating Lists
		Using Built-in List Templates
		Adding Columns
			Adding Columns to Gather Information
			Adding Calculated Columns
			Adding a Choice, Lookup, and Yes/No Columns
			Why Use a Lookup?
		Adding Site Columns
			Customizing Site Columns
			Creating New Site Columns
			Creating Master Lists
		Creating Views
			Creating Report Views for Issue Tracking
			Formatting Views
		Renaming a List and Changing Other Settings
			Changing Email and Attachment Settings
			Approval and Change History
		Controlling Access to Lists
		Editing List Pages
			Simplifying the New Item Form
			Making It Easier to Submit Items
			Providing Feedback After Submitting
			Resetting the List Forms
		Saving the List As a Template
		Deploying List Templates
		Best Practices
	Creating Libraries
		Using the Built-in Library Templates
			Choosing a Document Template
			Removing Unneeded Document Templates
		Changing Library Settings
			Turning On Versioning and Approval
			Approving Documents
			Granting Approve Permission
			Changing the Document Template
		Adding Content Types
		Organizing Libraries
			Organizing Documents with Folders
			Organizing Documents with Views
			Combining Approaches
		Saving a Library As a Template
		Creating Library Applications
			Project Applications
			Task Applications
			Document Control Applications
			Archive Applications
		Best Practices
	Building Pages
		Using the Built-in Web Parts
		Customizing List View Web Parts
			Connecting Summary/Detail Views
			Converting a List View to a Data View
			Moving Web Parts to Other Pages
			Converting a List View to a Drop-Down List
			Exporting Web Parts
			Importing and Deploying Web Parts
		Creating Client-Side Web Parts
			Including Repeated Elements
			Including Images and Flash Animations
			Displaying Pages in Frames
			Performing XSL Transformations
		Filtering Lists and Libraries in MOSS
			Filtering Based on the Current User
			Creating Custom Filters
			Saving Filter Options
			Using Passed-in Filters
		Connecting to Data with WSRP in MOSS
		Modifying Master Pages
			Swapping the Master Page in MOSS
			Editing the Master Page
			Deploying Master Pages
		Best Practices
	Creating My Sites, Blogs, and Wikis
		Creating My Sites in MOSS
			Using My Sites for Training
			Controlling Who Has a My Site
			Setting the Site Quota
			Managing Users’ My Sites
		Creating Blogs
			Creating Blogs Without My Sites
			Requiring Approval for Comments
			Blocking Blogs
		Creating Wikis
			Organizing a Wiki
			Adding Links to Quick Launch
			Creating Navigational Pages
			Using Views to Organize Wiki Libraries
			Creating Wiki Libraries
			Controlling Access
		Best Practices
	Enabling Email and Workflow
		Receiving Alerts
			Creating Alerts for Others
			Managing Alerts
		Emailing Task Assignments
		Changing the From Address
		Time-Driven Alerts
			Sending Reminders for Urgent or Overdue Tasks
			Sending Scheduled Announcements
		Emailing from Libraries
		Emailing to Libraries
			Allowing Incoming Email
			Enabling Email for a Library
		Creating Workflows
			Creating a Three-State Workflow
			Tracking Workflow History
		Creating Workflows in MOSS
			Adding Document Management Workflows to a Library
			Using the Document Management Workflows
			Viewing Workflow Reports
		Best Practices
	RSS, Rollups, and Site Maps
		RSS at a Glance
			Using the MOSS RSS Viewer Web Part
			Modifying Feeds
		Using Rollups
			Modifying the Site Aggregator
			Displaying Custom Site Pages
			Targeting Frames
		Rollups Without MOSS
		Providing Site Maps
			Maintaining the Site Directory
			Creating Site Maps in WSS
		Best Practices
	Gathering Data with InfoPath
		What Software Do You Need?
		Using Form Libraries
			Understanding Form Libraries
			Designing a Form
			Creating a Form Library
			Emailing Form Data
		Customizing Forms
			Adding Controls
			Setting Conditional Formatting
			Creating Rules
			Testing a Form
			Hiding Controls
		Making a Form Read-Only
		Populate a Control from a List
			Creating a Data Connection
			Adding Bound Controls
			Filtering Data
		Validating Data
		Preventing Changes to Form Templates
		Using InfoPath Forms Services
			Publishing Browser-Compatible Templates
			Checking for Browser Compatibility
			Converting Forms to Pages
			Managing Templates from Central Administration
		Programming InfoPath
			Installing and Choosing the Language
			Adding Code to a Form in VSTA
		Setting Trust
			Getting Values from Controls
			Writing Browser-Compatible Code
		Best Practices
	Programming Web Parts
		What to Build When...
		What to Download
		Creating Hosted Web Parts
			Developing Under Windows XP
			Writing User Controls for SmartPart
			Deploying User Controls As Web Parts
		Preparing to Develop Rendered Web Parts
			Configuring the Server for Development
			Using the Visual Studio Web Part Extensions
			Debugging Web Parts
		Converting Existing Projects
			Converting from SharePoint to ASP.NET Web Parts
			Deploying Old-Style Web Parts
		Programming Rendered Web Parts
		Creating Web Part Appearance
		Adding Child Controls
		Working on the Client Side
			Using Scripts with Web Controls
			Importing Script Blocks
		Understanding Event Order
		Adding Properties
		Exporting Web Parts
		Adding Menus
		Customizing the Property Task Pane
		Connecting Parts
		Deploying Web Parts
		Best Practices
	Consuming SharePoint Services
		Choosing an Approach
		Using the Office Object Model
			From VBA
			From .NET
		Using Web Services
			From VBA
			VBA Programming Tips
			Working with Lists
				Adding attachments
				Retrieving attachments
				Deleting attachments
				Performing queries
			From .NET
			.NET Programming Tips
			From ASP.NET
			Using the Admin Service
		Using URL Commands
			Getting GUIDs
				Using SharePoint objects
				Using web services (.NET)
				Using web services (VBA)
			Executing URL Commands
		Using RPC
			Preparing a Page for RPC
			Common RPC Tasks
				Identifying lists
				Combining multiple methods
				Querying lists
				Creating lists
				Creating pages
				Deleting items
				Deleting lists
		Best Practices
	Administering SharePoint
		Installing SharePoint
			Before You Begin
			Preinstall Checklist
			Installing WSS
			Installing MOSS
			Creating a Web Application and Top-Level Site
			Removing SharePoint
		Enabling Internet Access
		Enabling Anonymous Access
		Enabling Forms-Based Authentication
		Using Zones
		Enabling Self-Service Site Creation
		Scheduling Backups
		Restoring
		Auditing Activity
		Enabling PDFs and Other File Types
		Best Practices
	Upgrading
		Before You Upgrade
			Reviewing Hardware
			Reviewing Your Existing Installation
			Running Prescan
			Performing a Trial Upgrade
			Reviewing Upgrade Issues
			Preparing Users
		Performing an In-Place Upgrade
		Performing a Side-by-Side Upgrade
		Performing a Database Migration
		Completing the Upgrade Process
		Upgrading 2007 Editions
	Reference Tables
		Office Versions
		StsAdm Commands
		PSConfig Commands
		PreScan Commands
		Server Files and Locations
		Content Not Stored in Database
		CSS Styles
	Glossary
	Index