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