Microsoft Share Point Building Office 2003 Solutions 2nd Edition

Microsoft Share Point Building Office 2003 Solutions 2nd Edition

5750_FM_final.qxd 11/3/05 9:29 PM Page i Microsoft SharePoint Building Office 2003 Solutions, Second Edition Scot P Hillier 5750_FM_final.qxd 11/3/05 9:29 PM Page ii Microsoft SharePoint: Building Office 2003 Solutions, Second Edition Copyright © 2006 by Scot P Hillier All rights reserved No part of this work may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or by any information storage or retrieval system, without the prior written permission of the copyright owner and the publisher ISBN (pbk): 1-59059-575-0 Printed and bound in the United States of America Trademarked names may appear in this book Rather than use a trademark symbol with every occurrence of a trademarked name, we use the names only in an editorial fashion and to the benefit of the trademark owner, with no intention of infringement of the trademark Lead Editor: Jim Sumser Technical Reviewer: Judith M Myerson Editorial Board: Steve Anglin, Dan Appleman, Ewan Buckingham, Gary Cornell, Tony Davis, Jason Gilmore, Jonathan Hassell, Chris Mills, Dominic Shakeshaft, Jim Sumser Project Manager: Kylie Johnston Copy Edit Manager: Nicole LeClerc Copy Editors: Rebecca Rider, Nicole LeClerc Assistant Production Director: Kari Brooks-Copony Production Editor: Laura Cheu Compositor: Linda Weidemann, Wolf Creek Press Proofreader: Lori Bring Indexer: Tim Tate Artist: Kinetic Publishing Services, LLC Cover Designer: Kurt Krames Manufacturing Director: Tom Debolski Distributed to the book trade worldwide by Springer-Verlag New York, Inc., 233 Spring Street, 6th Floor, New York, NY 10013 Phone 1-800-SPRINGER, fax 201-348-4505, e-mail orders-ny@springer-sbm.com, or visit http://www.springeronline.com For information on translations, please contact Apress directly at 2560 Ninth Street, Suite 219, Berkeley, CA 94710 Phone 510-549-5930, fax 510-549-5939, e-mail info@apress.com, or visit http://www.apress.com The information in this book is distributed on an “as is” basis, without warranty Although every precaution has been taken in the preparation of this work, neither the author(s) nor Apress shall have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the information contained in this work The source code for this book is available to readers at http://www.apress.com in the Source Code section 5750_FM_final.qxd 11/3/05 9:29 PM Page iii Contents at a Glance About the Author xiii About the Technical Reviewer xv Acknowledgments xvii Introduction xix ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER ■CHAPTER 10 11 SharePoint Business Solutions SharePoint Products and Technologies Overview 17 SharePoint Portal Server Basics 47 SharePoint Content Development 85 Building Web Parts 119 The Microsoft Single Sign-On Service 161 Advanced Web Part Development 187 The Microsoft Office System 229 Programming SharePoint Services 277 Visual Studio 2005 and the Microsoft Office System 327 SharePoint Portal Server Administration 357 ■INDEX 375 iii 5750_FM_final.qxd 11/3/05 9:29 PM Page iv 5750_FM_final.qxd 11/3/05 9:29 PM Page v Contents About the Author xiii About the Technical Reviewer xv Acknowledgments xvii Introduction xix ■CHAPTER SharePoint Business Solutions Segmenting Information Workers Transactors Professionals Executives Information Worker Challenges System Complexity The Information Challenge The Process Challenge The Collaboration Challenge The Access Challenge The Management Challenge Understanding Business Scenarios Augmenting Personal Productivity Increasing Team Productivity Supporting Remote Workers 10 Integrating with Partners and Customers 10 Analysis and Design Considerations 11 Documenting the Business Vision 11 Documenting Policies and Practices 11 Managing Change 14 Technical Considerations 15 Server Requirements 15 Client Requirements 16 v 5750_FM_final.qxd vi 11/3/05 9:29 PM Page vi ■CONTENTS ■CHAPTER SharePoint Products and Technologies Overview 17 The Microsoft Office System 17 SharePoint and the Office System 18 Windows SharePoint Services 19 SharePoint Portal Server 23 Office 2003 24 Installation Considerations 25 Stand-Alone Server 27 Small Server Farm 27 Medium Server Farm 28 Large Server Farm 28 Exercise 2-1: Creating a Development Environment 29 Prerequisites 30 Installing Windows Server 2003 on SPSController 30 Configuring Remote Desktop Administration on SPSController 35 Installing Windows Server 2003 on SPSPortal 36 Installing SQL Server 2000 on SPSPortal 38 Installing SPS on SPSPortal 39 Installing Visual Studio NET 2003 on SPSPortal 45 Preparing SPSClient 45 ■CHAPTER SharePoint Portal Server Basics 47 Understanding Portal Structure 47 Topics and Areas 47 WSS Team Sites 51 Self-Service Site Creation 52 Managing Users 54 Understanding Site Groups 54 Adding Users 56 Active Directory Account Creation Mode 58 Understanding User Profiles 58 Libraries 60 Document Libraries 60 Backward-Compatible Document Libraries 64 Form Libraries 71 Image Libraries 73 5750_FM_final.qxd 11/3/05 9:29 PM Page vii ■CONTENTS Lists 73 Announcements 74 Links 74 Contacts 74 Events 75 Tasks 75 Issues 75 Alerts 75 Discussions 76 Surveys 77 Searching 78 Exercise 3-1: SPS Basics 78 Cleanup 78 Designing the Area Structure 80 Adding Users 81 Creating the Site Structure 81 Migrating Documents 82 ■CHAPTER SharePoint Content Development 85 Customizing Portal Content 85 Site Membership 85 Audiences 89 Understanding Web Parts 91 Templates 96 Personalization with My Site 98 Using My Site 98 Customizing My Site 99 Customizing with Microsoft FrontPage 100 Designing a New Page 101 Working with Data Sources 104 Working with Data Views 106 Creating and Consuming a Web Service in FrontPage 107 Using Web Components 110 Understanding Ghosted Pages 110 Exercise 4-1: Building an Executive Dashboard 110 Preparing Data Sources 111 Building the Team Site 113 vii 5750_FM_final.qxd viii 11/3/05 9:29 PM Page viii ■CONTENTS ■CHAPTER Building Web Parts 119 Web Part Basics 119 The WebPart Class 120 The Web Part Life Cycle 121 Web Part Properties 123 Rendering Web Parts 125 Deploying Web Parts 128 Understanding Strong Names 129 Building the Web Part 131 Code Access Security 132 Deployment Packages 140 Using Web Part Pages 142 Adding Web Parts to a Page 142 Debugging Web Parts 143 Exercise 5-1: Building a Simple Web Part 144 Creating the New Project 144 Modifying the Web Part Description File 145 Coding the Web Part 146 Deploying the Web Part 148 Exercise 5-2: Adding Child Controls to Web Parts 150 Creating the New Project 150 Modifying the Web Part Description File 150 Coding the Web Part 151 Deploying the Web Part 156 ■CHAPTER The Microsoft Single Sign-On Service 161 Setting Up SSO 161 Setting the Security Policy 167 Using SSO in a Web Part 168 Programmatic Administration 172 Viewing the Audit Log 175 Exercise 6-1: Using Single Sign-On 176 Prerequisites 176 Creating the Application Definition 176 Entering the Credentials 177 Creating the Web Part 177 Deploying the Web Part 182 Assigning Permissions 184 5750_FM_final.qxd 11/3/05 9:29 PM Page ix ■CONTENTS ■CHAPTER Advanced Web Part Development 187 Client-Side Web Parts 187 Using ActiveX Controls 187 Using Script Files 188 Building Connectable Web Parts 189 Connection Interfaces 190 Connection Life Cycle 192 Using Transformers 199 Custom Tool Parts 200 Default Tool Parts 201 Creating a Tool Part 202 Exercise 7-1: Using Terminal Services 203 Setting Up Terminal Services 203 Creating the New Web Page 205 Creating the Web Part 207 Deploying the Web Part 208 Exercise 7-2: Connectable Web Parts 209 Creating the Project 209 Implementing the Interfaces 210 Defining the Properties 210 Creating the Child Controls 211 Coding the Web Part Life Cycle 212 Using the Web Part 219 Exercise 7-3: Custom Tool Parts 223 Building the Basic Web Part 223 The Custom Tool Part 224 Using the Tool Part 228 ■CHAPTER The Microsoft Office System 229 Office Integration 229 Document Management 229 Document Workspaces 231 Meeting Workspaces 235 Contacts and Calendars 236 Linked Lists 236 Developing Office Solutions 238 XML Support 238 Smart Documents 241 Research Library 250 ix ... i Microsoft SharePoint Building Office 2003 Solutions, Second Edition Scot P Hillier 5750_FM_final.qxd 11/3/05 9:29 PM Page ii Microsoft SharePoint: Building Office 2003 Solutions, Second Edition. .. ■CHAPTER ■CHAPTER ■CHAPTER 10 11 SharePoint Business Solutions SharePoint Products and Technologies Overview 17 SharePoint Portal Server Basics ... Page vi ■CONTENTS ■CHAPTER SharePoint Products and Technologies Overview 17 The Microsoft Office System 17 SharePoint and the Office System