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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

Page numbers preceded by PDF: indicate pages on the website (www.awprofessional.com/title/0321421744).

www.awprofessional.com/title/0321421744

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



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


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


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



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


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


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



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,


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



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


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


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



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



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



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



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


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



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



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


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


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



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