Guide for Microsoft Office SharePoint
Server 2007



June 2008
Abstract
This guide is designed to give you a solid understanding of the design goals and feature
set for Microsoft® Offic...
Table of Contents
Introduction ..............................................................................................
Introduction
Welcome to the guide for Microsoft Office SharePoint Server 2007. The goal of this guide is to
help you gain ...
Resources Available for Evaluating Office SharePoint Server
2007
Many resources are available to help you evaluate Office ...
Architectural Overview
Describes the logical architecture of Office SharePoint Server 2007.

Installing Your Server
Provid...
Product Overview
Office SharePoint Server 2007 is an integrated suite of server applications that improves
organizational ...
Accelerate Internal and External Shared Business Processes
Make business process initiation, participation, tracking, and ...
Quickly connect people and information
SharePoint Enterprise Search incorporates business data and information about peopl...
Enhance customer and partner relationships
With smart, standards-based, electronic forms–driven solutions, you can collect...
Top 10 Benefits
Office SharePoint Server 2007 provides an integrated suite of easy-to-use server applications
that boost o...
document repositories help organizations store and organize business documents in one
central location.

6. Connect people...
Features at a Glance
Features at a Glance provides information that will help you understand, describe, and
evaluate the n...
Feature Area           Features
Social Networking      Office SharePoint Server 2007 has additional functionality that mak...
Feature Area           Features
Real-Time Presence     The Real-Time Presence Smart Tag icon, displayed virtually
and Comm...
Feature Area             Features
Profile Store            The Profile Store is enhanced with:
Enhanced
                  ...
Document Management
With the new document management components of Office SharePoint Server 2007,
SharePoint Products and ...
Feature Area              Features
                          workflow processes with the document management features of
 ...
Feature Area          Features
Policy and Auditing   The Policy and Auditing features of Office SharePoint Server 2007
New...
Feature Area           Features
E-mail Content as      Office SharePoint Server 2007 records management features include
R...
Web Content Management
A key goal for Office SharePoint Server 2007 is the complete integration of Microsoft Content
Manag...
Feature Area                   Features
Corporate Internet             Having a high-quality corporate presence Web site h...
Feature Area              Features
Authoring and Approval    Web content management includes tools, workflows, and
Enhance...
Search
The search component of Office SharePoint Server 2007 has been significantly enhanced by
this release of SharePoint...
Feature Area        Features
Uniform, Scalable   Microsoft Search provides a significantly enhanced user experience
User E...
Feature Area      Features
People and        Support for searching for people and what they know has been
Expertise
      ...
Feature Area        Features
Indexing            Improved Indexing Management controls provide better control over what
Ma...
Business Processes
Microsoft Office Forms Server 2007 helps organizations streamline forms-driven business
processes with ...
Feature Area               Feature Description
Integrated Deployment      The Publish Wizard in Office InfoPath 2007 makes...
Business Intelligence
Office SharePoint Server 2007 helps organizations provide business intelligence (BI)
capabilities to...
Business Data Catalog       The Business Data Catalog makes it possible to include data from
New                         b...
Report Center Web Sites   Office SharePoint Server 2007 includes out-of-the-box Web sites
New                       optimi...
Architectural Overview
This section describes the key components of Office SharePoint Server 2007, how they relate
to each...
Operating System and Database Services
Office SharePoint Server 2007 is built on the technologies and services provided by...
In addition, Windows SharePoint Services, a feature of Windows Server 2003, implements the
collaboration features of the 2...
Shared Services
Conceptually similar to Shared Services in SharePoint Portal Server 2003, the Shared
Services component ha...
Installing Your Server
Consult the readme file included with Office SharePoint Server 2007 for information about
installin...
Product Tour
More information will be available:

       See the LABMOSS©




       See the Accelerators

              M...
http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx   36
An Administrator’s Perspective
More information on this document.




http://office.microsoft.com/en-us/sharepointserver/F...
A Developer’s Perspective
Consult the Software Developer Kit (SDK) included with Office SharePoint Server 2007 for
informa...
For More Information
Visit the Microsoft Office 2007 Preview Center at http://office.microsoft.com/en-
us/default.aspx . T...
Glossary
Published: April 25, 2008
Microsoft Operations Framework 4.0 http://technet.microsoft.com/en-us/library/cc506049(...
The addition, modification, or removal of approved, supported, or baselined hardware, network,
        software, applicati...
The person or organization that commissions and funds a project. References: Build SMF, Deploy
        SMF, Envision SMF, ...
Health model
       A model that defines whether a system is healthy—operating within normal limits—or if it has
       fa...
SMF

Milestone
       A project synchronization point. Major milestones mark the transition of projects from one phase
   ...
Policy
         A deliberate plan of action to guide decisions and achieve rational outcomes. (This definition deals
     ...
Office Share Point Server 2007 Product Guide
Office Share Point Server 2007 Product Guide
Office Share Point Server 2007 Product Guide
Office Share Point Server 2007 Product Guide
Office Share Point Server 2007 Product Guide
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Office Share Point Server 2007 Product Guide

  1. 1. Guide for Microsoft Office SharePoint Server 2007 June 2008
  2. 2. Abstract This guide is designed to give you a solid understanding of the design goals and feature set for Microsoft® Office SharePoint® Server 2007 and a familiarity with the product implementation. It provides an overview of the solutions and benefits provided by Office SharePoint Server 2007 as well as descriptions of new and improved features in the areas of portal, search, content management, business processes, and business intelligence. It also provides a hands-on tour of the product’s main feature areas and concludes with useful information for administrators and developers. The ultimate goal of this guide is to aid the reader in performing a thorough and effective of Office SharePoint Server 2007. This guide is intended for anyone who is interested in learning more about Office SharePoint Server 2007 and wants hands-on experience. For the latest information about Office SharePoint Server 2007, go to http://office.microsoft.com/en-us/default.aspx . For other product information resources, refer to the ―For More Information‖ section at the end of this guide. www.microsoft.com/office/preview/servers/sharepointserver i
  3. 3. Table of Contents Introduction ..................................................................................................1 Resources Available for Evaluating Office SharePoint Server 2007 ....................... 2 How to Use This Guide ..................................................................................2 Overview of This Guide .................................................................................. 2 Product Overview ..........................................................................................4 Effectively Manage and Repurpose Your Information Assets ............................... 4 Accelerate Internal and External Shared Business Processes .............................. 5 Make Better-Informed Decisions through Centralized Access to Information ......... 5 Share Business Information Within and Outside Your Organization ...................... 6 Use a Single, Integrated Platform to Manage Intranet, Extranet, and Internet Applications ................................................................................................. 7 Top 10 Benefits .............................................................................................8 Features at a Glance ....................................................................................10 Portal ........................................................................................................ 10 Content Management .................................................................................. 13 Document Management ............................................................................ 14 Records Management ............................................................................... 15 Web Content Management ........................................................................ 18 Search....................................................................................................... 21 Business Processes ..................................................................................... 25 Business Intelligence ................................................................................... 27 Architectural Overview ................................................................................30 Operating System and Database Services ...................................................... 31 Windows SharePoint Services ....................................................................... 31 Office SharePoint Server 2007: Applications and Services ................................ 32 Server Applications .................................................................................. 32 Shared Services ...................................................................................... 33 Installing Your Server ................................................................................34 Product Tour ...............................................................................................35 An Administrator’s Perspective ...................................................................37 A Developer’s Perspective ...........................................................................38 For More Information ..................................................................................39 Hardware and Software Requirements ........................................................39 Glossary ......................................................................................................40 www.microsoft.com/office/preview/servers/sharepointserver ii
  4. 4. Introduction Welcome to the guide for Microsoft Office SharePoint Server 2007. The goal of this guide is to help you gain sufficient knowledge and understanding of Office SharePoint Server 2007 to evaluate this product from Microsoft. Office SharePoint Server 2007 helps organizations gain better control and insight over their content, streamline their business processes, and access and share information. In addition, Office SharePoint Server 2007 gives IT professionals the tools they need for server administration and application extensibility and interoperability. Office SharePoint Server 2007 helps you to: Get more out of your information. Streamline your business processes. Simplify the way people work together. Ease server administration, extensibility, and interoperability. These benefits are further described in the Product Overview section of this guide. The Top 10 Benefits section highlights the most important ways Office SharePoint Server 2007 can help your organization make better use of its business information and processes. Features at a Glance details the new and enhanced features for this release of Office SharePoint Server including: Portal Search Content Management, including Document, Records, and Web Content Business Processes Business Intelligence With this knowledge, you will be able to properly evaluate these new features and readily describe their capabilities to your colleagues, clients, and business partners. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 1
  5. 5. Resources Available for Evaluating Office SharePoint Server 2007 Many resources are available to help you evaluate Office SharePoint Server 2007, including the following: Documentation will help you install Office SharePoint Server 2007. The SharePoint Products and Technologies Web site at http://www.microsoft.com/sharepoint offers a variety of white papers and other resources. The Microsoft MSDN® Web site at http://msdn.microsoft.com/sharepoint/ offers numerous technical resources from a developer’s perspective about SharePoint Products and Technologies. The Microsoft TechNet Web site at http://www.microsoft.com/technet/ provides a clearinghouse of resources to help you deploy, maintain, and support Office SharePoint Server 2007. Microsoft encourages you to use these resources as aids in installing and evaluating Office SharePoint Server 2007. How to Use This Guide Overview of This Guide This guide has the following sections. For best results, review them in order, as each section builds on concepts presented in preceding sections. Product Overview Highlights key features of Office SharePoint Server 2007 and describes how these features can benefit organizations that build and manage content-rich Web sites. Top 10 Benefits Identifies the top 10 business and technical benefits that Microsoft customers can realize through their deployment and use of Office SharePoint Server 2007. Features at a Glance Provides information to help you understand, describe, and evaluate the new and enhanced features of Office SharePoint Server 2007. This section will be of interest to anyone who plans, builds, deploys, or manages business solutions using Office SharePoint Server 2007. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 2
  6. 6. Architectural Overview Describes the logical architecture of Office SharePoint Server 2007. Installing Your Server Provides step–by-step instructions for installing Office SharePoint Server 2007 in a single- server environment so that you can evaluate product features. More information will be available in a future release of this document. Product Tour Provides step-by-step instructions for configuring and demonstrating each new feature of Office SharePoint Server 2007. More information will be available in a future release of this document. An Administrator’s Perspective Provides information needed to plan, build, deploy, and manage an Office SharePoint Server 2007 solution. More information will be available in a future release of this document. A Developer's Perspective Introduces the tools that developers use to design and develop custom solutions using Office SharePoint Server 2007. More information will be available in a future release of this document. For More Information Provides links to sources of further information about Office SharePoint Server 2007, such as white papers, community sites, and the Windows SharePoint Services Support Web site. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 3
  7. 7. Product Overview Office SharePoint Server 2007 is an integrated suite of server applications that improves organizational effectiveness by providing comprehensive control over electronic content; accelerating shared business processes; and facilitating better-informed decisions and information-sharing across boundaries. Effectively Manage and Repurpose Your Information Assets Get more value from your content by providing comprehensive control over the storage, security, distribution, reuse, and management of documents and other electronic content such as Web pages, PDF files, and e-mail messages. Control documents through detailed, extensible policy management Define customized document management policies to control item-level access rights, retention period, expiration actions, and document-auditing settings. Policy integration with familiar client applications makes compliance transparent and easy for employees. Extensible design helps organizations to modify product behavior to suit their unique business needs. Centrally store, manage, and access documents across the enterprise Organizations can store and organize all business documents and content in one central location, and users have a consistent mechanism to navigate and find relevant information. Default repository settings can be modified to add workflow, define retention policies, and add new templates and content types. Simplify content reuse and information repurposing Submit work from collaborative sites to portals using tools that simplify content reuse and publishing. Simplify management of multilingual content through document library templates designed to maintain a relationship between original and translated versions of documents. Use slide libraries as an easy way to share and reuse Microsoft Office PowerPoint ® 2007 slides. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 4
  8. 8. Accelerate Internal and External Shared Business Processes Make business process initiation, participation, tracking, and reporting easy and flexible by providing a simple, consistent user experience through familiar client applications. Optimize the way people, content, and processes interact within and across organizations. Boost employee productivity by simplifying everyday business activities Take advantage of workflows to automate and gain more visibility into common business activities like document review and approval, issue tracking, and signature collection. Integration with familiar client applications, e-mail, and Web browsers simplifies the user experience. End users can easily define and model their own processes using familiar Microsoft tools. Extend business processes across the organization Enhance your relationships with customers, partners, and suppliers by making forms-based business processes easily accessible to them, even if they haven’t installed client software. Built-in validation rules and integration with Microsoft information rights management (IRM) help to ensure that critical business information can be collected with enhanced security and accuracy. Focus on strategic, value-added tasks instead of redundant activities Information gathered using electronic forms can be integrated easily into line-of-business (LOB) systems, stored in document libraries, used to start workflow processes, or submitted to Web services. This helps users avoid duplicate efforts and costly errors from manual data entry, and it helps ensure they have access to accurate, real-time data. Make Better-Informed Decisions through Centralized Access to Information Provide a single, integrated location where employees can efficiently find organizational resources, access corporate knowledge, and leverage business insight in order to make better-informed decisions. Present business-critical information in one central location Create live, interactive business intelligence (BI) portals that assemble and display business information from disparate sources, using integrated BI capabilities such as dashboards, Web Parts, key performance indicators (KPIs), and business data connectivity technologies. Centralized Report Center sites give users a single place to find the latest reports, spreadsheets, or KPIs. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 5
  9. 9. Quickly connect people and information SharePoint Enterprise Search incorporates business data and information about people with documents and Web pages to provide more comprehensive results. Tools for query hit highlighting, duplicate collapsing, ―did you mean‖ spelling correction, and alerts help users locate what they want within search results. Unlock business data Out-of-the-box (OOB) connectors provide accessibility to data in SAP and Siebel systems. With the Business Data Catalog, IT can create a pool of connections to business systems, which can be reused easily by business users to create personalized, interactive views into back-end data from browsers—all without writing any code. Leverage your unstructured business networks to drive better decisions Employees can use new knowledge management tools to get the most from their powerful unstructured business networks, both inside and outside their organizations, by connecting with people more quickly and efficiently. By exploring these undocumented business relationships and finding subject matter experts, individuals can make better decisions more quickly. Work when and where you want With offline access to SharePoint lists and document libraries, you can free yourself from the limitations of corporate network connectivity. Share Business Information Within and Outside Your Organization Simplify and help boost the security and efficiency of collaboration and knowledge sharing within and across organizational boundaries. Broadly share business data while helping to protect sensitive information Excel Services running on Office SharePoint Server 2007 provides access to real-time, interactive Microsoft Office Excel® 2007 spreadsheets from a Web browser. Use these spreadsheets to maintain and efficiently share one central, up-to-date version, while helping to protect any proprietary information, such as financial models, embedded in documents. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 6
  10. 10. Enhance customer and partner relationships With smart, standards-based, electronic forms–driven solutions, you can collect business information from customers, partners, and suppliers through a Web browser. Lightweight Directory Access Protocol (LDAP) integration and support for other pluggable authentication providers makes it easier to implement extranet SharePoint environments, improving connectivity outside your organization. Effectively manage and share business insight Report Center provides a centralized location to access business-critical information. It simplifies control and sharing of reports, Office Excel spreadsheets, KPIs, and dashboards within organizations and teams. Users can define personalized reports and dashboards, browse reports by category, or view a calendar of upcoming reports and subscribe to ones that are relevant. Use a Single, Integrated Platform to Manage Intranet, Extranet, and Internet Applications Office SharePoint Server 2007 provides a scalable enterprise platform that can grow with your business without the need for costly add-ons. IT staff can spend more time on the strategic tasks only they can perform and help drive enhanced business value and positive change throughout your organization. Boost employee productivity through innovative, enterprise-wide solutions Make use of powerful development tools and an open, scalable architecture with support for Web services and interoperability standards, including XML and Simple Object Access Protocol (SOAP), to build and extend applications that incorporate business system information and integrated workflow. Simplify site staging and content deployment Use OOB site-starter templates for common Web sites, with Area and Page Layout templates and preconfigured navigation. Configure content deployment paths between different computers or the same computer. Schedule processes that define the scope of content and the frequency of recurring deployments. Get the tools you need to ease deployment, management, and system administration Robust system-monitoring and usage-tracking tools help to isolate and solve problems faster, and improve the operational efficiency of the system infrastructure. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 7
  11. 11. Top 10 Benefits Office SharePoint Server 2007 provides an integrated suite of easy-to-use server applications that boost organizational effectiveness and optimize the way that people, content, processes, and business applications interact. Here are the top 10 ways Office SharePoint Server 2007 can help your organization: 1. Provide a simple, familiar, and consistent user experience. Office SharePoint Server 2007 is tightly integrated with familiar client applications, e-mail, and Web browsers to provide a consistent user experience that simplifies how people interact with content, processes, and business data. Employees can easily use services to accomplish business activities without having to depend on IT staff. 2. Boost employee productivity by simplifying everyday business activities. Take advantage of OOB workflows for initiating, tracking, and reporting common business processes such as document review and approval, issue tracking, and signature collection— without any coding. Modifying and extending these OOB processes is made easy through tools like Microsoft Visual Studio® and Microsoft Office SharePoint Designer 2007 (the next release of Microsoft Office FrontPage® 2003). 3. Help meet regulatory requirements through comprehensive control over content. Help ensure your sensitive business information can be controlled and managed effectively— and reduce litigation risk for your organization—by specifying retention and auditing policies for business records in accordance with compliance regulations. IRM and the content control mechanisms help protect proprietary and confidential information, even when users aren’t connected to a server. 4. Effectively manage and repurpose content to gain increased business value. Business users can easily author content for Web sites and submit it for approval and scheduled deployment to the Internet. Managing multilingual content is simplified in Office SharePoint Server 2007 through new document library templates specifically designed to maintain a relationship between the original and translated versions of a document. 5. Simplify organization-wide access to structured and unstructured information across disparate systems. Give users access to business data in common LOB systems like SAP and Siebel through OOB connectors in Office SharePoint Server 2007. Users can also create personalized interactions with business systems by dragging predefined, configurable back-end connections. Managed http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 8
  12. 12. document repositories help organizations store and organize business documents in one central location. 6. Connect people with information and expertise. SharePoint Enterprise Search incorporates business data with information about people, documents, and Web pages to produce comprehensive, relevant results. Rich search functionality like duplicate collapsing, spelling correction, and alerts improves the relevance of the results and helps users easily find what they need within the search results. 7. Accelerate business processes and maintain control of your electronic forms environment. Use smart, electronic forms-driven solutions to collect critical business information from customers, partners, and suppliers through a Web browser without coding any custom applications. Built-in data validation rules help you accurately and consistently gather data that can be directly integrated into back-end systems, avoiding redundancy and errors resulting from manual data re-entry. 8. Share business data while preserving its consistency and helping to protect sensitive information. Give employees access to real-time, interactive Office Excel spreadsheets from a Web browser through Excel Services running on Office SharePoint Server 2007. Use these spreadsheets to maintain and efficiently share one central, up-to-date version while helping to protect any proprietary information embedded in the documents. 9. Facilitate better-informed decisions by presenting business-critical information in one central location. Make it easy to create live, interactive BI portals that assemble and display business-critical information from disparate sources, using integrated BI capabilities such as dashboards, Web Parts, scorecards, KPIs, and business data connectivity technologies. Centralized Report Center sites give users a single place for locating the latest reports, spreadsheets, or KPIs. 10. Provide a single, integrated platform to manage intranet, extranet, and Internet applications across the enterprise. Office SharePoint Server 2007 has an open, scalable, services-oriented architecture that provides support for interoperability standards including XML and SOAP, which makes it easier to integrate with existing processes and applications. You also get powerful, IT-focused tools and templates for building and extending applications that incorporate business system information and integrated workflow. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 9
  13. 13. Features at a Glance Features at a Glance provides information that will help you understand, describe, and evaluate the new and enhanced features of Office SharePoint Server 2007. This section will be of interest to anyone who plans, builds, deploys, or manages business solutions using Office SharePoint Server 2007. Portal The portal components of Office SharePoint Server 2007 include features that are especially useful for designing, deploying, and managing enterprise intranet portals, corporate Internet presence Web sites, and divisional portal sites. The portal components also make it easy to connect to people within the organization that have the right skills, knowledge, and project experience. Office SharePoint Server 2007 simplifies the way in which people work together. Feature Area Features Portal Site Templates Preconfigured site templates are included for quickly creating, New customizing, deploying, and managing divisional portals, organization- wide intranet portal sites, and corporate Internet presence Web sites. Site Manager Site Manager, which replaces the Portal Site Map administration page, New is a Web-based drag-and-drop tool for managing a SharePoint site’s navigation, security access, and general look and feel. Site Manager unifies site management tasks for portal and Web sites, including management of areas, pages, listings, SharePoint site lists, and their component parts. Site Manager supports the bulk creation, editing, reorganization, and deletion of areas, as well as the viewing of relationships between pages. My Site Personal My Site personal sites has several significant enhancements including: Sites Social networking Enhanced Privacy controls SharePoint Sites and Documents roll-up Web Parts Colleagues and Memberships Web Parts http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 10
  14. 14. Feature Area Features Social Networking Office SharePoint Server 2007 has additional functionality that makes New it easier to discover social networking connections between employees. Public My Site pages can include Social Networking Web Parts that use information about your organization, communities, and electronic communications. This can help you identify colleagues with common interests and produce better, more relevant search results. In addition, Social Networking helps establish personal connections by finding people you work or communicate with as well as people who have something in common with you, such as common distribution lists, group and SharePoint site memberships, or common responsibilities and skills. Social Networking gives you the option of using user profile information from Microsoft Active Directory®, LOB applications, or e- mail and other forms of electronic communication. Privacy Controls Privacy Controls are used to control visibility of information in a My Enhanced Site public view. Authorizations to view selected public content on a My Site personal site include ―My Manager,‖ ―My Workgroup,‖ ―My Colleagues,‖ and ―Everyone.‖ SharePoint Sites and The new SharePoint Sites roll-up Web Part lists all the SharePoint sites Documents Roll-up that you are a member of. Web Part New The new Documents roll-up Web Part lists the documents you have published across a collection of SharePoint sites. This Web Part also supports more general capabilities for querying and filtering the documents stored in a collection of SharePoint sites. Colleagues and The new Colleagues and Memberships Web Parts lists people you Memberships Web know, or who have interests in common with you, and people who Parts New belong to common distribution lists and groups. Site Directory An important new Site Directory feature is the ―Scan for Broken Links‖ Enhanced button that locates changed or deleted links to external content. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 11
  15. 15. Feature Area Features Real-Time Presence The Real-Time Presence Smart Tag icon, displayed virtually and Communication everywhere a person’s name appears in Office SharePoint Server Enhanced 2007, tells you in real time whether a person is online and available for a telephone or audio conference call, instant messaging, or two- way video conversation. Notification Service Office SharePoint Server 2007 enhances several Notification Service Enhanced features: Filtering conditions can trigger more relevant alerts to users. An extensible platform sends customizable e-mail alerts to users. Users participating in a workflow automatically receive e-mail alerts without subscribing in advance to workflow notifications. Users can send content of a changed item in a SharePoint list or document library along with details of what was changed. LDAP Pluggable Office SharePoint Server 2007 includes an LDAP pluggable provider for Authentication authenticating users of Office SharePoint Server 2007. This is in Provider New addition to the Active Directory provider included with Windows SharePoint Services. User Profiles User profiles are significantly enhanced with these updated features: Enhanced Profile Store Profile Synchronization Profile Directory Import In addition to defining audiences using Active Directory–based properties, audiences can now be defined using properties imported from LOB applications such as human resources (HR) or professional services automation (PSA) solutions. User profile information is also used by the Notification Service to target alerts, by Social Networking to deduce common interests and other properties, and by the Memberships Web Part to display distribution list and group membership information. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 12
  16. 16. Feature Area Features Profile Store The Profile Store is enhanced with: Enhanced Multi-valued properties bound to a taxonomy or a list of values from Office SharePoint Server 2007. Property-level security controls by person or group. Open and closed vocabularies. Per-site property extensions (federated property store). Profile Profile Synchronization supports the extended capabilities of the Synchronization Profile Store with enhanced scalability and performance. Enhanced Profile Directory Profile Directory Import supports the extended capabilities of the Import Profile Store with enhanced scalability and performance. Enhanced Audience Targeting Web Part pages, Web Parts, and content can be targeted to Enhanced distribution lists and groups in addition to SharePoint audiences. Audiences in Office SharePoint Server 2007 benefit from the richer collections of properties available in the Profile Store. Mobile Device By default, all Office SharePoint portal, team site, and list pages Support render on both International and North American mobile devices New (including Web-enabled mobile phones) using a simplified text-only format. Content Management The new and enhanced content management features in Office SharePoint Server 2007 fall within three areas: Document management Records management Web content management Windows SharePoint Services provides core document management functionality: major and minor versioning, check-in/check-out document locking, rich descriptive metadata, workflow, content type–based policies, auditing, and role-based-access controls at the document library, folder, and individual document levels. Office SharePoint Server 2007 builds on these capabilities to deliver enhanced authoring, business document processing, Web content management and publishing, records management, policy management, and support for multilingual publishing. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 13
  17. 17. Document Management With the new document management components of Office SharePoint Server 2007, SharePoint Products and Technologies no longer simply provide a platform for document collaboration. Office SharePoint Server 2007 becomes a full-featured solution for managing business documents. Enhanced document libraries in Windows SharePoint Services provide the foundation for the new document management features described below. Feature Area Features Business Document Business document processing is a series of workflow applications Workflow included with Office SharePoint Server 2007: Enhanced Document review Document approval Signature collection East Asian document approval Issue tracking Custom routing for review and approval Document Office SharePoint Server 2007 includes enhanced document Management Site management site templates that can be used right away without Templates New further customization: Managed Document Library site template Divisional Library site template Translation Library site template Managed Document Managed document libraries are large-scale document management Library Site Template sites capable of storing the documents for an entire organization. New With managed document libraries, all business units can organize and categorize information consistently. Divisional Library Site The key features of the Divisional Library site template include: Template Managed document libraries New Dashboards, KPIs, and other reporting Translation Library The Translation Library site template is valuable for multinational and Site Template public-sector organizations that need to translate documents into New multiple languages. The translation library integrates customizable http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 14
  18. 18. Feature Area Features workflow processes with the document management features of Office SharePoint Server 2007 to help translators manage multiple translations of a document. 2007 Microsoft Office Office SharePoint Server 2007 has significantly enhanced document system Client management and related workflow features, including: Application Integration Document Information Panel Enhanced Document Action Bar Document The Document Information Panel makes editing document properties Information Panel an integral part of the Microsoft Office system document authoring New experience. InfoPanel encourages users to enter and update the properties associated with each type of business document. Document Action Bar The Document Action Bar in the 2007 Microsoft Office system client New applications tells users that the current document is governed by a business policy or workflow and what action they are expected to take. For example, ―Not for distribution outside the company‖ or ―You have a task assigned to you.‖ Records Management Every organization, whether privately held, publicly traded, or not-for-profit, needs a disciplined approach to record keeping. Proper records management is vital to an organization’s knowledge management, legal defense, and regulatory compliance. Records management is the process of collecting, managing, and disposing of corporate records (information deemed important for the history, knowledge, or legal defense of a company) in a consistent and uniform manner based on the company’s policies. These policies are shaped by the type of work the organization does, the kinds of legal risks it faces, and the laws and regulations that govern it. Office SharePoint Server 2007 introduces a new set of features for creating and supporting formal records management capabilities in your organization. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 15
  19. 19. Feature Area Features Policy and Auditing The Policy and Auditing features of Office SharePoint Server 2007 New include: Content-type and policy-based document retention and expiration schedules. Auditing and reporting of policy-based actions. Support for labeling and barcoding without physically modifying a document. Integrated Windows Rights Management Services (RMS). Records Repository The core of the records management implementation in Office New SharePoint Server 2007 is a stable, scalable, and efficient repository built on Windows SharePoint Services. The Records Repository in Office SharePoint Server 2007 includes several important features: Specialized Records Repository site template A records vault with capabilities that help ensure the integrity of the files stored in the repository Information management policies that consistently and uniformly enforce the labeling, auditing, and expiration of records Hold capabilities that make it possible for IT, lawyers, and records managers to apply one or more holds that suspend the records management policies on items to help ensure that they remain unchanged during litigation, audits, or other investigations Records Collection Interface that helps people and automated systems easily submit content to a records repository— supporting ―write only‖ access without requiring direct access to the records in the repository Record routing that enables automated routing of content to its proper location within the records management system, based on its content type Extensibility for solutions requiring additional capabilities beyond those available in Office SharePoint Server 2007 http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 16
  20. 20. Feature Area Features E-mail Content as Office SharePoint Server 2007 records management features include Records the ability for providing consistent, policy-based solutions for New managing e-mail content across Microsoft Office Outlook® 2007, Microsoft Exchange Server 2007, and Office SharePoint Server 2007. This is accomplished through two new features: Managed mail folders Mail management policies Managed Mail Folders Working in conjunction with Exchange Server 2007, managed mail New folders help records managers and compliance officers manage the e-mail in individual mailboxes more effectively by defining a set of standard folders, each with an explicit business purpose, in which individual employees can file their e-mail. These folders can be deployed to individual information workers based on their roles within the organization, so people who fill equivalent roles across a company can have similar top-level filing structures in their mailboxes. Mail Management Behind each managed mail folder is a set of rules and mail Policies management policies, in addition to a written policy statement. New Policies can be applied to any e-mail folder—such as Inbox, Drafts, and Sent Items—and a default policy can be applied to other folders that are not explicitly named. Policy statements appear at the top of each folder view in Office Outlook 2007 and Microsoft Outlook Web Access. These statements help records managers, compliance officers, and IT to communicate the policies associated with folders in a way that makes sense to employees and that no one can claim they never saw. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 17
  21. 21. Web Content Management A key goal for Office SharePoint Server 2007 is the complete integration of Microsoft Content Management Server 2002 functionality, and further significant enhancement of the Web content management functionality, with the collaboration, portal, search, document management, and records management features of the new Office SharePoint Server 2007. Feature Area Features Site Modeling Building on the Site Model platform services in Windows Enhanced SharePoint Services, Office SharePoint Server 2007 includes support for several new enterprise site templates: Enterprise portal Corporate Internet presence site Application portal Roll-up portal Enterprise Portal Site Enterprise portals provide a means for a business unit to create Template and share content that is relevant to the ongoing operation of New an enterprise, division, or business unit. This content usually consists of a relatively small amount of static content on the operations of the division and a large amount of internally created content that is a byproduct of the ongoing operations of the business unit. The key features of the enterprise portal or divisional portal site templates include: Managed document libraries Dashboards, KPIs, and reports Team and project collaboration sites http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 18
  22. 22. Feature Area Features Corporate Internet Having a high-quality corporate presence Web site has become Presence Site Template a business imperative. It provides a means of communicating New important company information to customers, partners, investors, and potential employees. Some of the key features of the corporate Internet presence site template are tools and workflow to create and manage Web content for: Products and services descriptions Company news Annual reports and public filings Career information Application Portal Site Application portals are SharePoint sites that bring together all of Template the tools and information related to a particular LOB application New such as HR, enterprise resource planning (ERP), customer relationship management (CRM), or professional services automation (PSA). The application portal site template includes features for: Searching and finding information in LOB applications. Security-enhanced, authenticated access to data and content stored in these systems. The ability to quickly and easily analyze, report, and summarize data from LOB applications. Roll-up Portal Site Template Roll-up portals are used to consolidate data and content from New several applications or locations and present it in an integrated format that’s easy to understand. The Roll-up portal site template includes a feature that consolidates information from: Search Global site directory Personalization and My Site personal sites Knowledge and expertise found anywhere in the organization http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 19
  23. 23. Feature Area Features Authoring and Approval Web content management includes tools, workflows, and Enhanced services for the end-to-end content management of content authoring and approval processes. These include: Check-in/checkout Content moderation Content routing, review, and approval workflows Publishing schedules Web Publishing and The goal of the Web content publishing and deployment Deployment features of Office SharePoint Server 2007 is to support Enhanced environments where distinct authoring, staging, and production workflows are part of the formal Web publishing processes. WYSIWYG Web Content The Web-based authoring experience extends the SharePoint Editor user interface with additional commands and status indicators Enhanced for in-context Web page authoring. Rather than entering content in an edit form, the author remains in the context of the Web page and enters new content using a feature-rich no-install Web content editor. The editor supports cascading style sheets (CSS) extended with custom styles, tables, and spelling checker with automatic language detection. The editor also integrates with the built-in pickers for images and links. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 20
  24. 24. Search The search component of Office SharePoint Server 2007 has been significantly enhanced by this release of SharePoint Products and Technologies. The new features provide a consistent and familiar search experience, increased relevance of search results, new functions to search for people and expertise, ability to index and search data in LOB applications, and improved manageability and extensibility. Feature Area Features Consistent Search While Windows SharePoint Services 2.0 and Microsoft Office SharePoint Experience Portal Server 2003 used common Microsoft Search technology, users New found the two search environments to be quite different from one another. In addition, administrators needed to use different tools to configure and manage each environment. Office SharePoint Server 2007 and Windows SharePoint Services now use a common implementation of Microsoft Search. Both users and admini- strators use a common set of tools to configure and use Microsoft Search. Relevance Microsoft Search includes a revamped ranking engine developed in Enhanced collaboration with Microsoft Research and MSN Internet Search. It is specifically tuned for the unique requirements of searching enterprise content and LOB application data. These requirements include: Searching document content and LOB application data in addition to Web content. Producing high-relevance search results despite the lack of rich linking information available in document content and LOB application data. High security and content access controls. Specific new content relevance algorithms include: Click distance Hyperlink anchor text URL surf depth URL text matching Automated metadata extraction Automatic language detection File type relevancy biasing Enhanced text analysis http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 21
  25. 25. Feature Area Features Uniform, Scalable Microsoft Search provides a significantly enhanced user experience User Experience including the following: Enhanced Improved rendering of search results Hit highlighting Duplicate and near-duplicate collapsing Improved Best Bets keyword searching (including support for keyword definitions) Automatic generation of ―Do you mean‖ synonym search keywords New Search Center for initiating queries and browsing search results Enhanced query syntax including support for implicit industry standards for full text and property-based searching Ability to subscribe to a search query and receive e-mail alerts when changes occur in the results of a persisted search query Ability to reuse and adapt the query and search results Web Parts to more easily create customized search solutions for your organization Content Sources Microsoft Search permits many additional types of enterprise content and Enhanced LOB application data to be searched, including: LOB application data and reports indexed and retrieved through the Business Data Catalog. Enhanced user profile or people-based search. People-based searching for colleagues and other people who share a set of common interests. Improved threaded-discussion searching. Continued support for third-party repositories using custom protocol handlers and IFilters. More information about Business Data Catalog can be found in the BI functions in the Features at a Glance section. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 22
  26. 26. Feature Area Features People and Support for searching for people and what they know has been Expertise significantly enhanced. These features include: Searching Enhanced Support for indexing and searching any LDAP directory. Dedicated Search Center tab for searching for people. Returning SharePoint groups and Active Directory distribution lists in search results. People search results grouped by ―social distance‖ from you and your common interests. Search result refinement by properties such as department. Business Data The Business Data Search feature of Office SharePoint Server 2007 makes Search it easy to index and search any relational database or other information New store accessible by ADO.NET or a Web service; for example, data in a CRM system. There is no need to write custom protocol handlers or IFilters or create searchable HTML representations of information in a database. Search results from Business Data Search can be highly customized and fully integrated with search scopes and other Search Center features. Search Microsoft Search includes an expanded and improved administration user Manageability interface that makes the following possible: Enhanced Broad support for all search and indexing scenarios Central control of resource-intensive operations SharePoint sites that subscribe to a central search service Easy configuration and management of indexing and search by corporate IT operations staff Office SharePoint Server 2007 supports the centralized management of distributed indexing and search services within a SharePoint server farm. This makes it possible for very large collections of business data and document content to be indexed and searched without significantly increasing operations overhead. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 23
  27. 27. Feature Area Features Indexing Improved Indexing Management controls provide better control over what Management is to be indexed, how it is to be indexed, and when. These features include: Enhanced Improved crawl rules and crawl log. One index per shared indexing service, removing the need to worry about managing discrete indexes. Multiple start addresses per content source. An entirely new browsable, filterable index log. Explicit SharePoint content source type. Decoupling of content sources from scopes. From a performance perspective, Microsoft Search indexes Windows SharePoint Services sites more efficiently using the change log feature in Windows SharePoint Services platform services. Content Scopes Content Scopes help users broaden or narrow the scope of their content New search. Office SharePoint Server 2007 search scopes are now decoupled from content sources and can be based on arbitrary content properties such as URL, type, and author. Search scopes can be based in simple or multiple rules such as ―All Marketing Plans on the North American Sales Web Site.‖ In addition, search scopes can be defined globally over the entire SharePoint environment, or on an individual SharePoint site basis. Extensibility and Microsoft Search includes three categories of application programming Programmability interfaces (APIs): Enhanced Data access: protocol handlers and IFilters Query object model, APIs, Web services, and reusable Search Center Web Parts Administration object model and APIs These APIs provide coherent, comprehensive, and backward-compatible programmable access to the Microsoft Search features. Common Search Microsoft Search provides a single indexing and search infrastructure that Technology and effectively scales from the desktop, through team sites and divisional Infrastructure: Desktop to Server portal sites, to the largest corporate intranets, extranets, and Internet Enhanced presence Web sites. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 24
  28. 28. Business Processes Microsoft Office Forms Server 2007 helps organizations streamline forms-driven business processes with easy-to-use, intelligent, XML-based electronic forms that integrate smoothly with existing systems. This security-enhanced, client/server platform provides rapid-solution creation and deployment, centralizes form management and maintenance, and helps to extend business processes to customers, partners, and suppliers. Feature Area Feature Description Built on the XML Industry Forms created with Microsoft Office InfoPath® 2007 are based on Standards XML schemas that you define to control the structure of the data Enhanced captured by the form. A completed form is an XML file that complies with that structure, making it highly actionable. Browser-based Forms Microsoft Office Forms Server 2007 makes it possible to design New Web-capable forms in Office InfoPath 2007 and distribute them on corporate intranets, extranets, or the Internet. Users can fill out forms in a browser with no download or client components needed. “Design Once” Forms designers can design their forms once and deploy them for Development Model use both within the rich Office InfoPath 2007 client program and New through a Web browser. Office Forms Server 2007 automatically converts the form into ASP.NET Web forms, with no additional work from the designer. Form Import Wizard The designer in Office InfoPath 2007 provides an easy way to New convert forms designed in Microsoft Office Excel and Microsoft Office Word into rich Office InfoPath 2007 forms. The Form Import Wizard handles the conversion of form fields, repeating tables, rich text boxes, and other elements, dynamically generating the underlying XML structure for the new form. Advanced “No-code” The designer in Office InfoPath 2007 helps forms designers define Form Features validation, calculations, conditional formatting, and rules Enhanced declaratively, without having to write any code. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 25
  29. 29. Feature Area Feature Description Integrated Deployment The Publish Wizard in Office InfoPath 2007 makes it easy to Model for “No-code” publish forms that do not have any managed code components to Forms New a Windows SharePoint Services library, while making the form available as a browser-based form at the same time. Native Support for Web Native support for Web services and customer-defined XML Services and Customer- schemas in Office Forms Server 2007 makes it easy to integrate defined Schemas Enhanced form data with many back-end systems using Web services. This is true for forms filled out in both Office InfoPath 2007 and the browser. Multiple Form Views Forms designed with Office InfoPath 2007 support multiple views, Enhanced which can be made available selectively in either the browser or Office InfoPath 2007. For example, a loan application form might include a main view for an applicant to fill in data using a browser, and another view visible only to the loan officer, who uses the rich Office InfoPath 2007 client to review and approve the application. Compatibility Checker The Compatibility Checker helps forms designers validate those New features that need to work across the broadest range of Web browsers. Rich Administrative Tool For forms that have managed code, Office Forms Server 2007 for Forms Deployment provides a centralized administrative tool for deploying and and Management New managing forms for use in the browser. Single Sign-On (SSO) The single sign-on feature permits a person to enter one name Enhanced and password to use a variety of back-end applications. It is used for integrating back-office systems and LOB applications that require separate credentials database. Office SharePoint Server 2007 single sign-on services support the use of custom as well as third-party pluggable credential providers. Note: Office SharePoint Server 2007 offers an additional pluggable authentication provider model for authenticating user access to Office SharePoint Server 2007 features. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 26
  30. 30. Business Intelligence Office SharePoint Server 2007 helps organizations provide business intelligence (BI) capabilities to every employee, so they can share, control, and reuse business information in order to make better business decisions. The BI features in Office SharePoint Server 2007 provide Web and programmatic access to published Office Excel spreadsheets, programmatic reuse of critical LOB data, and easy development of Web-based BI dashboards that can incorporate rich, data-bound KPIs, Web Parts, and published spreadsheets. Feature Area Feature Description Web Access to Published Office Excel 2007 Services help information workers publish Spreadsheets spreadsheets to SharePoint sites, including spreadsheets that New incorporate powerful new client capabilities such as data visualization and richer PivotTable views and PivotChart views. Users require no additional software to access these interactive spreadsheets in a Web browser, and all calculations are performed on the server. Integrated, Flexible Office Excel 2007 provides an integrated publishing experience Publishing that helps information workers easily choose what they want to New show and how users can interact with their published spreadsheets. Programmatic Access to Excel Services provide a Web services model for Published Spreadsheets programmatically accessing published spreadsheets. Custom New applications can send data to Excel Services for server-side calculation, and the results are returned to the custom application without exposing the spreadsheet’s business logic. Data Connection Libraries Data Connection Libraries are new SharePoint document libraries New in which organizations can centrally publish connection files to make it easy for users to find and use the data sources they need. Data connection files are easy to create and update, and solution designers can easily reuse them from within the 2007 Microsoft Office system client applications, such as forms in Office InfoPath 2007. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 27
  31. 31. Business Data Catalog The Business Data Catalog makes it possible to include data from New back-end systems in SharePoint lists, Web Parts, pages, and search results. The Business Data Catalog deeply integrates external data into the Office SharePoint Server 2007 user experience, gives access to external data exposed by ADO.NET and Web services, and permits the display and analysis of external data through Business Data Web Parts and Business Data SharePoint lists. External data was formerly used to enhance the information available in user profiles, for example, information from a human resources application or employee skills database. External data added to User Profiles can be automatically indexed and searched in the same manner as user directory information. External data can also be used in custom applications using the Business Data Catalog runtime and administration APIs. Business Data SharePoint Business Data SharePoint Lists and Web Parts store, analyze, and Lists and Web Parts display LOB application data retrieved through the Business Data New Catalog. Business Data Actions Business Data Actions are links that appear beside business New objects from the Business Data Catalog. These links can, for example, open Web pages, display the user interfaces of LOB applications, or launch Office InfoPath 2007 forms. These actions are easy to create with no custom coding. Business Data Actions menus also appear in SharePoint lists and search results. Data Connection Libraries Data Connection Libraries centralize storage of Business Data New Catalog connections to external data making it easy to discover new sources of data. Dashboards Office SharePoint Server 2007 makes it easy to create rich BI New dashboards that incorporate dynamic KPIs, Office Excel 2007 workbooks, and Microsoft SQL™ Server Reporting Services reports. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 28
  32. 32. Report Center Web Sites Office SharePoint Server 2007 includes out-of-the-box Web sites New optimized for report access and management. These sites, hosted by the new Report Center, provide consistent management of reports, spreadsheets, and data connections. Excel Services Excel Services Management is a centralized management service Management for configuring and managing Excel Services used by other New components of Office SharePoint Server 2007. Office SharePoint Server 2007 can refresh external data, recalculate a workbook, and render it with a high-fidelity, Web- based user interface in an Excel Services Web Part. Based on publishing parameters, it will render a complete Office Excel 2007 workbook, selected worksheets, or a region within a worksheet. Developers can leverage Excel Services Web services to calculate a complex model built in Office Excel 2007 and display the results to a user working on a Web-based user interface or custom desktop application. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 29
  33. 33. Architectural Overview This section describes the key components of Office SharePoint Server 2007, how they relate to each other and to the platform, and collaboration services provided by Windows SharePoint Services (version3). The high-level architecture is illustrated in Figure 1. Figure 1. Office SharePoint Server 2007 Architecture http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 30
  34. 34. Operating System and Database Services Office SharePoint Server 2007 is built on the technologies and services provided by Microsoft Windows Server™ 2003 Service Pack 1 (SP1) and SQL Server 2005 (as well as SQL Server 2000). The core and development-platform operating system services include: Microsoft .NET 2.0 Framework which comprises: ASP.NET 2.0 master pages, content pages, and Web Parts Pluggable service-provider models for personalization, membership, navigation, and enhanced security Database access services Internet Information Services Windows Workflow Foundation Windows desktop indexing and search services SQL Server is the relational database used for storing all content, data and configuration information used by Office SharePoint Server 2007. SQL Server 2005 is recommended; SQL Server 2005 Express is included as a default part of the installation. SQL Server 2000 can be used as an alternative. Windows SharePoint Services Windows SharePoint Services (version 3) builds on the operating system and database services to support requirements ranging from a team site for a workgroup, to large enterprise portal solutions serving over 100,000 employees and staff (such as Office SharePoint Server 2007), to a corporate Internet portal supporting millions of users. Windows SharePoint Services platform services provide the following security-enhanced, scalable, reliable, high-performance capabilities: Storage Management Deployment Site Model Extensibility http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 31
  35. 35. In addition, Windows SharePoint Services, a feature of Windows Server 2003, implements the collaboration features of the 2007 release of Office SharePoint Products and Technologies: Document collaboration Wikis and Blogs Really Simple Syndication (RSS) support Discussions Project task management Contacts, Calendars, and Tasks E-mail integration Integration with the 2007 Microsoft Office system client applications Offline support for SharePoint lists and document libraries, using Office Outlook 2007 as the offline client application. Office SharePoint Server 2007: Applications and Services Architecturally, Office SharePoint Server 2007 consists of a common set of Shared Services that support five server application components. Server Applications Office SharePoint Server 2007 comprises five application components: Portal Search Content management Business process Business intelligence Each of these is built upon the platform services and collaboration components of Windows SharePoint Services and the Shared Services components of Office SharePoint Server 2007. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 32
  36. 36. Shared Services Conceptually similar to Shared Services in SharePoint Portal Server 2003, the Shared Services component has been completely restructured and redesigned in the Office SharePoint Server 2007 using a new services provider model. Shared Services include virtually all of the services that are used by multiple applications in Office SharePoint Server 2007: Full-text and property indexing and search services Business Data Catalog Notification service for generating alerts User profile store Audiences Usage reporting Single sign-on services http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 33
  37. 37. Installing Your Server Consult the readme file included with Office SharePoint Server 2007 for information about installing your server. Planning a Microsoft Windows SharePoint Services 3.0 (WSS) installation or a Microsoft Office SharePoint Server 2007 (MOSS) installation for a large enterprise can be a very complex undertaking. Determining the most cost-effective topology, hardware, and bandwidth requirements is not a trivial task and involves selecting from a variety of configuration options. In choosing the option that best fits your organization’s needs, you need to answer the following questions: 1. What is the minimum hardware you need to deploy? 2. Where and how should you deploy the hardware? 3. How can you optimize your deployment to meet your organization’s requirements for availability and performance? 4. How will growing capacity needs affect the topology? The SharePoint Capacity Planning Tool, now available as a free download on the Microsoft Download Center, helps you effectively answer these questions, and helps you balance your organization’s needs for capacity and performance with its need to keep costs under control. This new tool extends Microsoft System Center Capacity Planner 2007 so that you can use Capacity Planner’s analysis and simulation features to plan your WSS or MOSS deployment. The SharePoint Capacity Planning Tool is a general-purpose modeling tool that complements SharePoint’s deployment planning documentation. With this tool and the analysis it provides, you can get a head start on planning your SharePoint topology. After you provide the tool with basic information about your organization, the tool provides a first approximation of the topology your organization needs. Important The SharePoint Capacity Planning Tool can be considered for planning physical topologies with the understanding that it is both limited by the input it considers and possible lack of key architectural considerations unique to any deployment. No capacity planning exercise is complete without the involvement of experienced architects, systems integrators, and/or engineers for deployments greater than one server or 2000 users. In particular, this tool does not consider extranet topologies, authentication methods other than NTLM and Anonymous, Forms, Excel Services, BDC, and other system dependencies outside the core infrastructure. The tool does not model high- end scenarios such as multi-terabyte Web applications or multiple Web applications. You should consult with knowledgeable architects and engineers about information architecture, database sizing, number of databases, site collection sizing and structuring, and other logical structures. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 34
  38. 38. Product Tour More information will be available: See the LABMOSS© See the Accelerators Microsoft Connect http://connect.microsoft.com/ http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 35
  39. 39. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 36
  40. 40. An Administrator’s Perspective More information on this document. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 37
  41. 41. A Developer’s Perspective Consult the Software Developer Kit (SDK) included with Office SharePoint Server 2007 for information about developing solutions with Office SharePoint Server 2007. More information available in this document. Download the MOSS SDK or the WSS SDK Download the MOSS SDK: http://www.microsoft.com/downloads/details.aspx?familyid=6D94E307-67D9- 41AC-B2D6-0074D6286FA9&displaylang=en Download the WSS SDK: http://www.microsoft.com/downloads/details.aspx?familyid=05e0dd12-8394- 402b-8936-a07fe8afaffd&displaylang=en Technical diagrams and other supplemental documentation http://technet.microsoft.com/en-us/library/cc263199(TechNet.10).aspx http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 38
  42. 42. For More Information Visit the Microsoft Office 2007 Preview Center at http://office.microsoft.com/en- us/default.aspx . This Web site features the latest news and information about the 2007 Microsoft Office system, including product information, case studies, white papers, information about related technologies, and more. Community : http://clubmoss2007.org http://sharepointerol.blogspot.com/ http://www.microsoft.com/click/SharePointDeveloper/ http://www.facebook.com/group.php?gid=5859009954 http://1j1s.blogspot.com/ http://msdn.microsoft.com/en-us/library/bb931736.aspx http://www.codeplex.com/Default.aspx http://blogs.msdn.com/sharepoint/default.aspx http://msdn.microsoft.com/fr-fr/magazine/default.aspx http://technet.microsoft.com/en-us/library/cc326108(TechNet.10).aspx Newly published content for Office SharePoint Server 2007 http://technet.microsoft.com/en-us/library/cc262043(TechNet.10).aspx Hardware and Software Requirements For complete system requirements, visit http://www.microsoft.com/. http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 39
  43. 43. Glossary Published: April 25, 2008 Microsoft Operations Framework 4.0 http://technet.microsoft.com/en-us/library/cc506049(TechNet.10).aspx Accountability A way of organizing IT work that ensures the right work gets done by assigning someone who is held accountable for whether it gets done and how. Reference: Team SMF Action/Response A script, program, command, application start, or any other required remedial response that minimizes the impact of service incidents or system events . Reference: Service Monitoring and Control SMF Aggregation In a Service Monitoring and Control (SMC) tool, a function that makes it possible to treat a series of similar events as a single event. Reference: Service Monitoring and Control SMF Alert A notification that an IT service event requiring attention has occurred. Reference: Service Monitoring and Control SMF Availability Management The process of managing a service or application so that it is accessible when users need it. Availability is typically measured in percentage of uptime; downtime refers to periods of system unavailability. Reference: Reliability Management SMF Baseline A known state by which something is measured or compared. Baselines make managing change in complex projects possible. References: Build SMF, Deploy SMF Benefit Management A process that identifies the benefits contributed by IT—their definition, monitoring, and realization as a result of a business change. This process ensures that a business change achieves its outcomes. Reference: Financial Management SMF Bottom-up scheduling A type of scheduling in which team members representing each role generate time estimates and schedules for deliverables. Each team’s schedule is integrated into a master project schedule. References: Build SMF, Project Plan SMF Bug convergence The point at which the number of bugs fixed exceeds the number of bugs reported. Bug convergence is the first indication that a solution is becoming stable. Reference: Stabilize SMF Business continuity planning The process for planning and practicing the response of IT to a disaster or disruptive event. These activities span the organization, affecting Finance, Operations, and HR functions. Reference: Reliability Management SMF Capacity Management In the context of IT, capacity refers to the processing or performance capability of a service or system. Capacity Management is the process used to ensure that current and future business IT needs are met in a cost-effective manner. This process is made up of three sub-processes: business, service, and resource capacity management. Reference: Reliability Management SMF Change http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 40
  44. 44. The addition, modification, or removal of approved, supported, or baselined hardware, network, software, application, environment, system, desktop build, or associated documentation. Reference: Change and Configuration Management SMF Change advisory board (CAB) A cross-functional group set up to evaluate change requests for business need, priority, cost/benefit, and potential impacts to other systems or processes. Reference: Change and Configuration Management SMF Change category Measurement of a change’s release impact on IT and the business. The change complexity and resources required, including people, money, and time, are measured to determine the category. Reference: Change and Configuration Management SMF Change log A log of requests for change (RFCs) submitted for all changes in a service, which tracks the progress of each change from submission through review, approval, implementation, and closure. A change log can be managed manually, with a document or spreadsheet, or it can be managed automatically with a tool. Reference: Change and Configuration Management SMF Change Manager The role that has the overall management responsibility for the change management process in the IT organization. Reference: Change and Configuration Management SMF Compliance An application of risk management that ensures that IT conforms with governmental regulations, laws, and company-specific policies—in other words, a means to ensure that the organization is actually doing what it has said it will do. Reference: Governance, Risk, and Compliance SMF Conceptual design A solution design process that involves understanding the business requirements and defining the features that users need to do their jobs. Product Management takes the lead in creating the conceptual design, which begins during Envisioning and continues through Project Planning. Reference: Build SMF, Project Plan SMF Configuration item (CI) An IT component that is under configuration management control. Each CI can be composed of other CIs. CIs may vary widely in complexity, size, and type, from an entire system (including all hardware, software, and documentation) to a single software module or a minor hardware component. Reference: Change and Configuration Management SMF Configuration management system (CMS) A set of tools that are used to manage IT service management data such as changes, releases, known errors, and incidents. References: Problem Management SMF, Change and Configuration SMF Contingency A process that prepares an organization to respond coherently to unplanned incidents. Reference: Governance, Risk, and Compliance SMF Correlation In a Service Monitoring and Control (SMC) tool, a function that groups events together or defines an event’s relationship with other events that together represent an impact. Reference: Service Monitoring and Control SMF CSR See Customer Service Representative. Reference: Customer Service SMF Customer http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 41
  45. 45. The person or organization that commissions and funds a project. References: Build SMF, Deploy SMF, Envision SMF, Project Plan SMF Customer Service Representative (CSR) A front-line contact person on the Service Desk team. Reference: Customer Service SMF Dedicated team A team that exists for ongoing work, with no specific end time in mind. An example of a dedicated team might be an operations team that shares ongoing maintenance for an IT service or IT component. Reference: Team SMF Definitive software library (DSL) A secure software library where all versions of software CIs that the CAB has approved for deployment are held in their definitive, quality-controlled form. Reference: Change and Configuration Management SMF Demand management The process of aligning an organization’s supply of IT resources to meet service demands forecasted by the business. Reference: Business/IT Alignment SMF Development role The role of Development is to build and unit-test the code for a solution. Development provides input into high-level designs, evaluates technologies, and develops proof-of-concept prototypes to validate potential solutions and to mitigate development risks early in the development process. Development also provides low-level product and feature design, estimates the effort required to deliver on that design, and then builds the product. Reference: Build SMF Error A fault, bug, or behavior issue in an IT service or system. Reference: Problem Management SMF Event An occurrence within the IT environment detected by a service monitoring tool. Reference: Service Monitoring and Control SMF Evidence Testable proof that policies and processes are working as expected. Reference: Governance, Risk, and Compliance SMF Forward Schedule of Change (FSC) A record of upcoming approved changes, which may help you understand the impact that already- approved changes might have on any new proposed changes, and vice versa. This can also be accomplished using the service portfolio described in the Business/IT Alignment SMF. Reference: Change and Configuration Management SMF Functional specification The repository for the set of technical documents that detail every element of the solution deliverables, explaining in exact and specific terms what the team is building and deploying. The functional specification is the final technical document against which every development team member will build. Reference: Build SMF Functional testing Testing a completed solution against the functional specification. Reference: Stabilize SMF Governance IT governance is led by senior management and consists of activities that clarify who holds the power to make decisions, determine accountability for actions and responsibility for outcomes, and address how expected performance will be evaluated. The process of developing and managing IT policies for a business or organization is one aspect of applying IT governance. Reference: Governance, Risk, and Compliance SMF http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 42
  46. 46. Health model A model that defines whether a system is healthy—operating within normal limits—or if it has failed or degraded. It is categorized by availability, configuration, performance, or security. Reference: Service Monitoring and Control SMF Incident Failure of a service or component to provide a feature it was designed to deliver. Reference: Customer Service SMF Incident Resolution request A Service Desk request to resolve the failure of a service or feature. Reference: Customer Service SMF Information request A Service Desk request to gain additional information about an existing service. This does not include activating new features or providing new services. Reference: Customer Service SMF Integration testing Testing individual, united-tested components of a solution integrated with other components. Reference: Stabilize SMF Interim milestone An early progress indicator that segments large work efforts into manageable portions. References: Build SMF, Envision SMF, Project Plan SMF IT alignment A state that occurs when the technical and business goals and strategies of the IT organization completely match the goals and strategies of the overall business. IT asset Any company-owned information, system, or machine that is used in the course of business activities. Reference: Governance, Risk, and Compliance SMF IT control A specific activity performed by people or systems designed to ensure that business objectives are met. References: Governance, Risk, and Compliance SMF, Service Monitoring and Control SMF IT service continuity management The process of assessing and managing IT risks that can significantly affect the delivery of services to the business. Reference: Reliability Management SMF IT service strategy The plan that aligns an organization’s objectives, policies, and procedures into a cohesive approach to deliver services that support business strategy. Reference: Business/IT Alignment SMF Known error A service or system error that has been observed and documented in a known error database. Reference: Problem Management SMF Known error database A subsection of the knowledge base or overall Configuration Management System (CMS) that stores known service or system errors and their associated root causes, workarounds, and fixes. Reference: Problem Management SMF Logical design A solution design process that uses the conceptual design and the current state of the technology infrastructure to define a new architecture at a high level. References: Build SMF, Project Plan http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 43
  47. 47. SMF Milestone A project synchronization point. Major milestones mark the transition of projects from one phase to the next phase, and transfer primary responsibility from one role to another role. References: Build SMF, Envision SMF, Project Plan SMF Mitigation Processes or activities that are established for the purpose of reducing the potential consequences of a risk by reducing the likelihood or impact of the risk. Reference: Governance, Risk, and Compliance SMF MOF Microsoft® Operations Framework (MOF) 4.0 delivers practical guidance for everyday IT practices and activities, helping users establish and implement reliable, cost-effective IT services. It encompasses the entire IT lifecycle by integrating MOSS Microsoft® Office SharePoint Server 2007. New Service request A Service Desk request to gain a new service or feature. Reference: Customer Service SMF Operating level agreement (OLA) An internal agreement between one or more of the IT teams that support the requirements set forth in the service level agreements (SLAs). Reference: Business/IT Alignment SMF Operational costs The costs resulting from the day-to-day running of IT services—for example, staff costs, hardware maintenance, and electricity—and relating to repeating payments whose effects can be measured within a short time frame, usually less than the 12-month financial year. Also referred to as non- discretionary spend. Reference: Financial Management SMF Operations guide An Operations Plan containing prescriptive work instructions for operating IT services. Reference: Operations Management SMF Operations log A log containing records that list when operational work has been completed and by whom. Reference: Operations Management SMF Operations plan A plan that lists the operational work (tasks) required to operate IT services, the sequence in which the tasks must be executed (including dependencies), recurrence, and prerequisites and requirements for execution. Reference: Operations Management SMF Personas Descriptions of various types of users and their job functions, including operations staff. Reference: Project Plan SMF Physical design A solution design process that describes the desired architecture in greater detail than the logical design. It also defines the hardware configurations and software products to be used. As a general rule, the physical design should contain enough detail to enable the team to begin work on the project plan. References: Build SMF, Project Plan SMF Pilot test A test conducted by a subset of users in a production environment. The pilot group uses the solution, providing feedback and reporting any bugs it finds. References: Deploy SMF, Stabilize SMF http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 44
  48. 48. Policy A deliberate plan of action to guide decisions and achieve rational outcomes. (This definition deals with human-readable descriptions of desired behavior, not machine-readable descriptions.) Reference: Policy SMF Post-implementation review (PIR) A review that occurs after release of a new or updated service. This review evaluates and measures the success of the release in the production environment. Reference: Change and Configuration Management SMF Problem A scenario describing symptoms that have occurred in an IT service or system that threatens its availability or reliability. Reference: Problem Management SMF Process Interrelated tasks that, taken together, produce a defined, desired result. Product Management role The goal of the Product Management role is customer satisfaction. The product management role is positioned to achieve this by acting as the customer advocate to the team and as the team advocate to the customer. Reference: Build SMF Program Management role The role and focus of Program Management is to meet the quality goal of delivering the product within project constraints. To meet this goal, program management owns and drives the functional specification, the schedule, the features, and the budget for the project. Program management ensures that the right product is delivered at the right time. Reference: Build SMF Project team A team that is formed for a project, with a specific start date and end date in mind. An example of a project team might be one formed to build a new IT service. Reference: Team SMF Quiet period During deployment, the period between the Deployment Stable Interim Milestone and the Deployment Complete Milestone. During this period, the project team is no longer active but does respond to issues as Operations and Support escalate them to the team. Typical quiet periods last from 15 to 30 days. Reference: Deploy SMF RACI A list of activities for which the person in a the job role is Responsible, Accountable, Consulted, or Informed about that activity. Reference: Change and Configuration Management SMF Release A collection of one or more changes that includes new and/or changed configuration items that are tested and then introduced into the production environment. Reference: Change and Configuration Management SMF Release Management role The Release Management role is responsible for managing the activities of the release management process for the IT organization, including creating the deployment and site- preparation checklist. Reference: Build SMF Release Manager The role that is responsible for managing the activities of the release management process for the IT organization. Reference: Change and Configuration Management SMF Release Readiness Review The final management checkpoint and approval step before deploying a release. Reference: Deliver LPO http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 45

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