백서 : Design and build sites for Office SharePoint Server 2007

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Abstract

This guide provides prescriptive guidance that can help you and your team build custom enterprise sites by using Microsoft Office SharePoint Server 2007 — such as company-wide portal sites or Internet presence sites. Custom sites based on Office SharePoint Server 2007 combine coded elements, such as workflows, document converters, and Web Parts, along with content, such as master pages, layout pages, graphics files, and Web pages. Best practices for developing these sites include setting up multiple environments for developing, integrating, piloting, and deploying coded elements and content from one environment to another. Therefore, coordinating the development and deployment of an enterprise site based on Office SharePoint Server 2007 is a complex activity. This guide describes the ways you can set up the multiple environments used in the development process and the methods for deploying content and code from one environment to another.

The content in this book is a copy of selected content in the Office SharePoint Server technical library (https://go.microsoft.com/fwlink/?LinkId=84739) as of the publication date. For the most current content, see the technical library on the Web.

Contents

About designing and building sites......................................................................................... 9

Determine your approach...................................................................................................... 10

Basic customization approach............................................................................................ 11

Intermediate customization approach.................................................................................. 11

Advanced customization approach..................................................................................... 12

Author-centric approach.................................................................................................. 12

Developer-centric approach............................................................................................ 13

See Also................................................................................................................. 14

Review of site elements........................................................................................................ 15

Elements of an Office SharePoint Server site...................................................................... 15

Authored site elements...................................................................................................... 15

Artifacts......................................................................................................................... 16

Master pages.............................................................................................................. 16

Layout pages.............................................................................................................. 16

Cascading style sheets................................................................................................ 17

Web content.................................................................................................................. 17

Tools used to deploy authored elements of sites............................................................. 17

Content deployment.................................................................................................... 18

Migration APIs............................................................................................................ 18

Solutions.................................................................................................................... 18

Typical developed elements of sites................................................................................... 19

Web Parts...................................................................................................................... 19

Workflows..................................................................................................................... 19

List definitions............................................................................................................... 20

Tools used to deploy developed elements of sites.......................................................... 20

Solutions.................................................................................................................... 20

Features..................................................................................................................... 20

See Also................................................................................................................. 20

Review of environments........................................................................................................ 21

Development environment.................................................................................................. 21

Software configuration management environment................................................................ 22

Integration environment...................................................................................................... 23

Authoring environment....................................................................................................... 23

Pilot environment............................................................................................................... 24

Production environment..................................................................................................... 24

Review of tools and processes............................................................................................. 26

Using software development and configuration management tools...................................... 27

Using integration and testing tools..................................................................................... 28

Using site design and customization tools.......................................................................... 28

Using solutions packaging and deployment tools............................................................... 29

Using content authoring and deployment tools.................................................................... 30

See Also................................................................................................................. 30

About development team roles.............................................................................................. 32

Architect........................................................................................................................... 32

Developer......................................................................................................................... 32

Designer........................................................................................................................... 33

Author............................................................................................................................... 33

Tester............................................................................................................................... 34

Administrator..................................................................................................................... 35

Customization scenarios....................................................................................................... 36

Corporate extranet site: An author-centric scenario.............................................................. 36

Customization tasks....................................................................................................... 37

The Contoso approach................................................................................................... 37

Enterprise Internet presence site: A developer-centric scenario............................................. 40

Customization tasks....................................................................................................... 41

The Blue Yonder Airlines approach.................................................................................. 42

See Also................................................................................................................. 44

Overview of upgrading from SharePoint Portal Server 2003 to Office SharePoint Server 2007 and new methods for common customizations.................................................................................................................. 45

About the upgrade process................................................................................................ 45

Step 1: Plan................................................................................................................... 46

Step 2: Prepare.............................................................................................................. 46

Step 3: Perform the upgrade........................................................................................... 47

Step 4: Perform post-upgrade steps............................................................................... 47

Best practices for customization..................................................................................... 47

Overview of common customizations................................................................................. 48

Customization: Specific designs for area pages.................................................................. 49

Upgrade considerations for custom area page templates................................................. 49

Best practices for customizing subsites.......................................................................... 49

Customization: Custom authentication................................................................................ 49

Upgrade considerations for custom authentication solutions............................................ 50

Best practices for customizing authentication methods.................................................... 50

Customization: Specific navigation scheme........................................................................ 50

Upgrade considerations for navigation............................................................................ 50

Best practices for customizing navigation........................................................................ 51

Customization: Customized look and feature set for a template........................................... 51

Upgrade considerations for custom site definitions.......................................................... 51

Upgrade considerations for themes and .css files............................................................ 51

Upgrade considerations for Web Parts............................................................................ 52

Best practices for creating custom features, master pages and page layouts, or for creating custom site definitions.................................................................................................................................. 52

Resources for upgrading from Content Management Server 2002........................................... 53

Set up the server environments............................................................................................. 55

Set up the software configuration management environment................................................... 57

Set up the development environment..................................................................................... 59

System requirements......................................................................................................... 59

Software requirements....................................................................................................... 60

Installing Office SharePoint Server 2007 and other software................................................. 61

Set up the integration environment......................................................................................... 62

Hardware and software requirements.................................................................................. 62

Installing Office SharePoint Server 2007 and other software................................................. 62

Importing test data............................................................................................................ 63

Overview of testing............................................................................................................ 63

Set up the authoring environment.......................................................................................... 65

Hardware and software requirements.................................................................................. 65

Installing Office SharePoint Server 2007 and other software................................................. 65

Set up the pilot environment.................................................................................................. 66

Hardware and software requirements.................................................................................. 66

Installing Office SharePoint Server 2007 and other software................................................. 66

Overview of testing............................................................................................................ 67

Deploy customizations......................................................................................................... 70

About the two classes of customizable site elements.......................................................... 71

Deploying developed site elements.................................................................................... 72

Deploying authored site elements....................................................................................... 74

See Also................................................................................................................. 77

Deploying authored site element customizations.................................................................... 78

Deploying content by using the content deployment feature................................................ 80

What is the content deployment feature?......................................................................... 80

When to use the content deployment feature................................................................... 81

Deploy content by using content deployment jobs........................................................... 81

Deploying content by using content deployment packages................................................. 82

What is a content deployment package?......................................................................... 82

When to use a content deployment package.................................................................... 83

Create a content deployment package by using the Stsadm command-line tool................ 83

Saving a content deployment package to the software configuration management system 84

Importing a content deployment package by using the Stsadm command-line tool............ 84

Deploying content by using solution packages................................................................... 85

What is a solution package?........................................................................................... 85

When to use a solution package..................................................................................... 85

See Also................................................................................................................. 86

Deploying developed site element customizations................................................................. 87

Deploying developed site elements by using solution packages.......................................... 88

What is a solution package?........................................................................................... 89

When to use solution packages...................................................................................... 89

Deploy a solution by using Central Administration............................................................ 90

Create a solution package.............................................................................................. 91

Manually create a solution package.............................................................................. 91

Walkthrough: Generating and deploying a custom Web Part solution package............ 94

Create a solution package by using the SharePoint Solution Generator.......................... 99

Performing custom actions while the site is being provisioned.................................. 100

Create a solution package by using WSPBuilder......................................................... 100

Import a solution package by using the Stsadm command-line tool................................ 101

Deploy a solution package by using the Stsadm command-line tool............................... 101

Deploying developed site elements by using Features....................................................... 102

What is a Feature?........................................................................................................ 103

When to use Features................................................................................................... 104

Create a Feature package............................................................................................. 104

Manually deploy a Feature............................................................................................ 106

Install and activate a Feature by using the Stsadm command-line tool............................. 106

See Also................................................................................................................ 107

Solution package components............................................................................................ 108

Solution element.............................................................................................................. 109

FeatureManifest element.................................................................................................. 109

Assembly element........................................................................................................... 109

ApplicationResourceFile element...................................................................................... 110

CodeAccessSecurity element........................................................................................... 111

DwpFile element.............................................................................................................. 111

Resource element............................................................................................................ 111

SiteDefinitionManifest element......................................................................................... 111

RootFile element.............................................................................................................. 112

TemplateFile element....................................................................................................... 112

See Also................................................................................................................ 112

Feature roadmap pages...................................................................................................... 113

Sites and subsites roadmap................................................................................................ 114

Before you begin............................................................................................................. 114

General overviews........................................................................................................ 114

About information architecture....................................................................................... 114

About site collections and sites..................................................................................... 115

About navigation.......................................................................................................... 115

Determine information architecture.................................................................................... 115

Create site collections and sites....................................................................................... 115

Customize navigation....................................................................................................... 116

See Also................................................................................................................ 116

Page design roadmap......................................................................................................... 117

Before you begin............................................................................................................. 118

General overviews........................................................................................................ 118

About master pages..................................................................................................... 118

About navigation.......................................................................................................... 118

About layout pages...................................................................................................... 118

About Web Parts and field controls............................................................................... 118

Customize master pages.................................................................................................. 119

Configure navigation........................................................................................................ 119

Customize layout pages................................................................................................... 120

Incorporate Web Parts..................................................................................................... 120

Use the Content Query Web Part................................................................................... 121

Customize the styles used on page elements.................................................................... 121

Customize tools used by authors...................................................................................... 121

Document management roadmap........................................................................................ 123

Before you begin............................................................................................................. 124

Create content types........................................................................................................ 124

Define columns............................................................................................................ 125

Add metadata.............................................................................................................. 125

Add information management policies........................................................................... 125

Associate workflows..................................................................................................... 126

Create document libraries................................................................................................. 126

Associate content types with document libraries................................................................ 127

Add content to document libraries.................................................................................... 127

Manage content permissions............................................................................................ 127

See Also................................................................................................................ 127

InfoPath Forms Services roadmap....................................................................................... 128

Before you begin............................................................................................................. 128

Plan form template design............................................................................................ 128

Plan form template deployment..................................................................................... 129

Plan server supportability and maintenance.................................................................... 129

Configure InfoPath Forms Services.................................................................................. 129

Design form templates..................................................................................................... 129

Overviews and demos for form template developers...................................................... 129

Form design considerations.......................................................................................... 130

Managed code development......................................................................................... 130

Data connections and data connection libraries.............................................................. 130

Deploy form templates.................................................................................................... 130

Additional resources........................................................................................................ 131

Workflows roadmap............................................................................................................ 132

Before you begin............................................................................................................. 132

Configure the workflows included with Office SharePoint Server 2007................................ 133

Design custom workflows in Office SharePoint Designer 2007........................................... 133

Design custom workflow forms in Office InfoPath 2007..................................................... 134

Develop custom workflows in Visual Studio 2005.............................................................. 135

Use partner workflow tools............................................................................................... 136

Business intelligence roadmap............................................................................................ 137

Before you begin............................................................................................................. 137

Connect to business data by using data connection libraries.............................................. 137

Add a trusted file location............................................................................................. 138

Configure the Single Sign-On service............................................................................. 138

Add a trusted data provider.......................................................................................... 138

Add a trusted data connection library............................................................................ 138

Connect to data in line-of-business applications................................................................ 139

Configure security for the Business Data Catalog........................................................... 139

Create application definitions........................................................................................ 139

Import application definitions........................................................................................ 139

Design business data actions....................................................................................... 140

Display business data in lists and Web Parts.................................................................... 140

Create business data sites............................................................................................... 141

Records management roadmap........................................................................................... 143

Before you begin............................................................................................................. 144

Create the Records Center site......................................................................................... 144

Create a Records Center site......................................................................................... 145

Create document libraries.............................................................................................. 145

Define columns............................................................................................................ 145

Implement information management policies.................................................................. 145

Implement the record routing table................................................................................. 146

Connect active document sites to the Records Center site................................................. 146

Configure active document sites for records management................................................. 146

See Also................................................................................................................ 146