Synopses & Reviews
Essential SharePoint® 2007 focuses on utilizing Microsoft Office SharePoint 2007 to improve collaboration and decision-making, streamline processes, and solve real-world business problems. Three leading SharePoint consultants systematically address the crucial success factors, intangibles, and "gotchas" in SharePoint deployment–showing exactly how to maximize business value and reduce project risk.
Drawing on their unsurpassed experience, the authors walk you through planning and architecting successful SharePoint solutions around the unique needs of your business. Next, they address the operational support and end-user functionality needed to make SharePoint 2007 work–with special attention given to the organizational and political issues that can make or break your project. Learn how to:
- Define optimal, workable collaboration strategies
- Build SharePoint applications people want to use
- Architect SharePoint infrastructure for superior performance, reliability, and value. Provide your customers with state-of-the-art sites, blogs, and wikis
- Use SharePoint content management to integrate documents, records, and Web content, and make it all searchable
- Implement forms-based workflow to optimize virtually any business process
- Quickly build business intelligence solutions using Web-base dashboards and server-based Excel Services
- Organize and staff SharePoint support teams
- Migrate efficiently from SharePoint 2003
Whether you're a project manager, consultant, analyst, line-of-business executive, or developer, this book helps you align your SharePoint project with your business strategy–and deliver quantifiable results fast.
Preface
Chapter 1 Your Collaboration Strategy: Ensuring Success
Chapter 2 Office SharePoint Server 2007: High-Impact Collaboration
Across the Extended Enterprise
Chapter 3 Introduction to the 2007 Office System as a Collaboration
and Solutions Platform
Chapter 4 SharePoint Architecture Fundamentals
Chapter 5 Planning Your Information Architecture
Chapter 6 Planning Your Move from SharePoint 2003 to 2007:
Upgrade or Rebuild?
Chapter 7 Disaster Recovery Planning
Chapter 9 Enterprise Content Management: Documents,
Records, and Web
Chapter 10 Enterprise Search
Chapter 11 Making Business Processes Work: Workflow and Forms
Chapter 12 Office 2007: Offline Options for MOSS 2007
Chapter 13 Providing Business Intelligence
Appendix A SharePoint User Tasks
Appendix B OS/Browser/Office Compatibility
Index
Synopsis
Essential SharePoint(R) 2007 focuses relentlessly on utilizing Microsoft Office SharePoint Server 2007 to improve collaboration and decision-making, streamline processes, and solve real-world business problems. Three leading SharePoint consultants systematically address the crucial success factors, intangibles, and gotchas in SharePoint deployment, helping you maximize value and reduce risk.The authors walk you through planning and architecting successful SharePoint solutions around your business, hands-on, Next, they address the operational support and end-user functionality needed to make SharePoint 2007 work -- with special attention to make-or-break organizational and political issues. Coverage includes: Defining collaboration strategies; building attractive, usable applications; architecting infrastructure; leveraging SharePoint content management and business intelligence; migrating from SharePoint 2003, and much more. Essential SharePoint(R) 2007 was written for everyone involved in SharePoint 2007 projects: IT and line managers, consultants, analysts, project leaders, and developers.
Synopsis
“This book will become a mainstay in your SharePoint library. You will find yourself reaching for it whenever you run into a difficult situation or need extra guidance on how to use the new SharePoint product set.”
– From the Foreword by Thomas Rizzo, Senior Director, SharePoint Product Management, Microsoft
The Only Book That’s Completely Focused on Maximizing the Business Value of SharePoint 2010 Solutions
Essential SharePoint® 2010 approaches Microsoft SharePoint Server 2010 from a strict business value perspective, explaining exactly how to plan and implement SharePoint solutions to achieve superior business results.
The authors are leading enterprise SharePoint consultants and draw on their unsurpassed experience to focus on the SharePoint features that offer the most real-world value. You’ll find practical advice about how to succeed with knowledge management, business intelligence, and process improvement, and how to derive value from new innovations such as social tagging and mashups.
The book includes comprehensive, “in the trenches” guidance on planning, architecture, governance, training, and other key issues most SharePoint books ignore. The authors identify success factors, intangibles, and “gotchas,” helping you systematically reduce project risk and time-to-value ratio. Learn how to
- Customize your best portal or collaboration strategy
- Sustain a portal for continual, measurable value
- Leverage the new community and social features in SharePoint 2010
- Succeed with enterprise content management
- Streamline business processes with Workflow and Forms
- Choose the right roles for Web collaboration, search, and Microsoft Office
- Plan for secure external collaboration
- Migrate smoothly from SharePoint 2007
- Train and communicate for a successful launch
Whether you’re a business leader, IT manager, architect, analyst, developer, or consultant, this book will help you tightly align SharePoint projects with business strategy to deliver outstanding results.
About the Author
Scott Jamison is an expert on information worker technologies, collaborative applications, and software + services. He has more than 15 years of experience helping customers solve business problems through technology solutions, currently at Microsoft as Director of Enterprise Architecture. Scott has worked with SharePoint since 2001, recently participating as an architect on Microsoft’s developer advisory council helping design features for SharePoint Server 2007. Scott is a recognized thought leader and published author with several books, including Essential SharePoint 2007. Scott holds degrees in business and computer science.
Mauro Cardarelli is a recognized technology expert in Knowledge
Management and Business Intelligence-based solutions. He has over 18
years of experience in the IT industry, half of which have been spent working
as a Microsoft-focused technology consultant. He has worked with a
number of Fortune 500 companies, and his solutions have been mentioned
in multiple Microsoft case studies. In 2006, he founded Jornata
(www.jornata.com), a business and technology services provider that helps
companies achieve exceptional performance through the effective use of
Microsoft technologies. His primary responsibilities at Jornata include
application architecture and development as well as client-focused
technology evangelism. Mauro is a frequent speaker and author on
Microsoft-related technologies. He received a bachelor of science degree
in electrical engineering from Tufts University.
Susan Hanley is an independent consultant and president of her own
firm, Susan Hanley LLC (www.susanhanley.com), where she specializes
in the design and development of portal solutions and knowledge management
consulting. Sue has more than 25 years of experience as a technology
consultant, holding leadership positions at Dell, Plural, and American
Management Systems, Inc. (AMS). Sue served as a member of
Microsoft’s Partner Advisory Council for Portals and Collaboration for
more than four years. She is a frequent writer and speaker on the topic of
building communities of practice and measuring the value of knowledge
management. In September 1997, she was recognized by Consultants
News as one of the key “knowledge leaders” at major consulting firms. Sue
has given top-rated presentations at many conferences in the United States
and Europe. Her byline articles have appeared in Knowledge
Management Review, Management Consultant International, DM Review,
Information Week, and The Cutter IT Journal. Sue is also a featured
author in several books on knowledge management. Sue has an MBA
from the University of Maryland at College Park and a BA in psychology
from Johns Hopkins University.
Table of Contents
'
Foreword xix
Preface xxi
Acknowledgments xxv
About the Authors xxvii
About the Contributors xxix
Part I: Planning 1
Chapter 1: Getting Started 3
Reader’s Guide 4
Planning a Successful SharePoint Solution Strategy 5
Key Points 19
Chapter 2: Introduction to the SharePoint 2010 Platform 21
Microsoft’s Collaboration Evolution 23
Current Versions of SharePoint Products and Technologies 26
Microsoft SharePoint Server 2010 and Office 2010 27
SharePoint 2010: What’s New? 32
Comparing SharePoint Foundation to Microsoft SharePoint Server 2010 34
SharePoint: The File Share Killer 35
SharePoint: The Access and Excel Killer 45
Key Points 57
Chapter 3: SharePoint 2010: Architecture Fundamentals 61
Functional Overview 61
SharePoint Fundamentals 65
SharePoint Lists, Libraries, and Items 78
Pages 80
Navigation 81
Understanding SharePoint Administration 84
Physical Deployment Options 89
Key Points 94
Chapter 4: Planning for Governance 97
Why Is Governance Planning So Important? 97
How Do I Create a Governance Plan? 100
What Is in the Governance Plan? 100
Key Points 121
Chapter 5: Planning Your Information Architecture 123
Getting Started 125
Site Architecture 129
Page Architecture 135
Metadata Architecture 138
Maintaining Your Information Architecture 161
Key Points 161
Chapter 6: Making Enterprise Content Management Work: Documents and Records 163
Getting Started with ECM 164
What’s New for ECM in SharePoint 2010? 165
Document Management 167
Records Management 186
Key Points 199
Chapter 7: Getting Social: Leveraging Community Features 201
Getting Started: Developing a Strategy for SharePoint Community Features 202
Social Networking: Engaging People 217
Social Data: Enhancing Value with User Contributed Content 223
Social Sites: Providing a Structure for Collaborative Conversations 230
Key Points 237
Chapter 8: Planning Your Security Model 239
Overview of SharePoint Security Elements 240
Defining and Documenting SharePoint Security 252
Maintaining Your Security Model 263
Key Points 268
Chapter 9: Getting Ready to Launch: Planning for Training and Communications 271
Training 272
Communications 282
Key Points 289
Part II: Optimizing 291
Chapter 10: Making Search Work: Content, People, Data 293
Search as a Business Capability 293
Using Search 294
How SharePoint Search Works 300
Analyzing and Designing Search 303
Configuring Search 312
Monitoring and Enhancing Search 319
SharePoint 2010 Search: What’s New? Limitations? Flavors? 319
Key Points 322
Chapter 11: Making Business Processes Work: Workflow and Forms 325
Getting Started with Workflow 325
Workflow Terminology 327
Using the Provided Workflows 328
Creating Custom Workflows with SharePoint Designer 2010 338
Designing Workflows with Visio 2010 354
Using InfoPath 2010 to Create Electronic Forms 360
Key Points 371
Chapter 12: Putting Your Site on the Web 373
Why SharePoint for Internet-facing Web Sites? 374
Web Content Management: The Basics 375
Content Deployment: Key Terms and Architecture 380
What Has Improved in SharePoint 2010 Web Content Management? 382
Richer User Experience 383
Additional Features 385
Customizing the User Experience (UX) 389
Putting It All Together: A WCM Strategy 395
Key Points 397
Chapter 13: Making Business Intelligence Work 399
Getting Started with Business Intelligence 400
Which Presentation Tool Is Right for You? 405
Excel Services 406
PerformancePoint Services 411
Visio Services 414
Putting It All Together 415
Key Points 417
Chapter 14: Composite Applications with Business Connectivity Services 419
What Is a Composite Application? 420
Introducing Business Connectivity Services 420
BCS Components 421
Types of BCS Solutions 422
Getting Started with BCS 423
Using an External Data column 432
Building a Composite Application 432
Key Points 436
Chapter 15: Office 2010 Client Applications 439
What’s New in Office 2010? 440
Office Client Applications That Connect with SharePoint 2010 441
SharePoint Workspace: Taking a SharePoint Site Offline 444
Documents and Data Caching 450
Backstage 457
Other Clients: Office Web Applications and Office Mobile Applications 459
Key Points 462
Chapter 16: Planning for Disaster Recovery: Backing Up and Restoring 465
Disaster Recovery Planning 466
Backup and Restore Options 467
What’s Not Covered in a SharePoint Backup 484
Key Points 486
Part III: Migrating 487
Chapter 17: Planning Your Move from SharePoint 2007 to 2010 489
You’re Ready to Deploy SharePoint 2010: Now What? 489
Planning Your Upgrade 490
Upgrade and Migration Options 502
What Plan Is Best for You? 505
Upgrade Considerations 507
Key Points 511
Appendix A: SharePoint User Tasks 513
1. Create a New Team Site or Workspace 514
2. Create a List or Document Library 516
3. Apply Security to a Site or Workspace 518
4. Apply Security to Lists or Document Libraries 519
5. Create a View 521
6. Add Web Parts to a Page 523
7. Add Files to a Document Library 525
8. Save a File from Office to SharePoint 527
9. Add Metadata and Standardized Document Templates to a Document Library for Better Content Tagging 529
10. Recover a Document from the Recycle Bin 531
11. Building and Contributing to a Blog 532
12. Build a Wiki 534
13. Expose List Data as an RSS Feed 535
14. Sign In as a Different User 536
15. Enhance a Site’s Navigation 537
16. Work with a Document Offline 539
17. Document Routing 540
18. Filter and Target List Content Using an Audience 543
19. Find Content by Using Search 544
20. Manage “My” Information 544
21. Create a List of Key Performance Indicators 546
22. Make Use of Business Data 547
23. Publish an Excel Workbook for Web Rendering 550
24. Publish an InfoPath Form for Web Rendering 552
Key Points 552
Index 555\n
'