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Microsoft Office SharePoint Server 2007
Microsoft Office SharePoint Server 2007Information Architecture
Microsoft Office SharePoint Server 2007 Information Architecture
Prepared by
Microsoft
Version 1.0.0.0 Baseline
First published
17 March 2008
Copyright
This document and/or software (“this Content”) has been created in partnership with the National Health Service (NHS) in EnglRights to this Content are jointly owned by Microsoft and the NHS in England, although both Microsoft and the NHS are entitled to independently exertheir rights of ownership. Microsoft acknowledges the contribution of the NHS in England through their Common User Interface Readers are referred to www.cui.nhs.uk for further information on the NHS CUI Programme.
All trademarks are the property of their respective companies. Microsoft and Windows are either registerCorporation in the United States and/or other countries.
© Microsoft Corporation and Crown Copyright 2008
Disclaimer
At the time of writing this document, Web sites are referenced using active hyperlinks to the correct Web page. Due to the dytime, these links may become invalid. Microsoft is not responsible for the content of external Intern
The example companies, organisations, products, domain names, eassociation with any real company, organisation, product, domain name, e
Microsoft Office SharePoint Server 2007Version 1.0.0.0
This document and/or software (“this Content”) has been created in partnership with the National Health Service (NHS) in Englare jointly owned by Microsoft and the NHS in England, although both Microsoft and the NHS are entitled to independently exer
their rights of ownership. Microsoft acknowledges the contribution of the NHS in England through their Common User Interface for further information on the NHS CUI Programme.
All trademarks are the property of their respective companies. Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.
Crown Copyright 2008
At the time of writing this document, Web sites are referenced using active hyperlinks to the correct Web page. Due to the dytime, these links may become invalid. Microsoft is not responsible for the content of external Internet sites.
The example companies, organisations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organisation, product, domain name, e-mail address, logo, person, places, or events is intended or should be inferred.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Prepared by Microsoft
This document and/or software (“this Content”) has been created in partnership with the National Health Service (NHS) in England. Intellectual Property are jointly owned by Microsoft and the NHS in England, although both Microsoft and the NHS are entitled to independently exercise
their rights of ownership. Microsoft acknowledges the contribution of the NHS in England through their Common User Interface programme to this Content.
ed trademarks or trademarks of Microsoft
At the time of writing this document, Web sites are referenced using active hyperlinks to the correct Web page. Due to the dynamic nature of Web sites, in
mail addresses, logos, people, places, and events depicted herein are fictitious. No on, places, or events is intended or should be inferred.
Page ii
Microsoft Office SharePoint Server 2007Version 1.0.0.0
TABLE OF CONTENTS
1 Introduction ................................
1.1 What is Information Architecture?
1.2 Why Information Architecture is Important
1.3 Value Proposition ................................
1.4 Assumptions ................................
1.5 Prerequisites ................................
1.5.1 Knowledge Prerequisites
1.5.2 Infrastructure Prerequisites
1.6 Audience ................................
2 Using This Document ................................
2.1 Document Structure ................................
2.2 Getting Started ................................
3 Plan ................................................................
3.1 Plan and Design Site Hierarchy
3.1.1 Organisational Unit ................................
3.1.2 Topics ................................
3.1.3 Personalised Views
3.1.4 Projects ................................
3.1.5 Recommendations ................................
3.2 Plan the Structure of Site Collections and Sites
3.2.1 The Benefits of Using Site Collections
3.2.2 Site Collection Structure
3.2.3 Recommended Site Name and Purpose
3.3 Plan and Design Web Pages
3.3.1 Master Pages ................................
3.3.2 Content Pages ................................
3.3.3 Layout Pages ................................
3.4 Plan and Design Navigation
3.4.1 Global, Current and Breadcrumb Navigation
3.4.2 Web Parts and Navigation Controls
3.4.3 Recommendations ................................
3.5 Plan and Design Content Authoring and Approval
3.5.1 Content Authoring and Approval Process
3.5.2 Where and How Content Can Appear
3.6 Plan Audiences ................................
3.6.1 Key Audiences ................................
3.6.2 Content Targeting to Audiences
3.7 Plan Document Taxonomy and Metadata
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
ONTENTS
................................................................................................................................
What is Information Architecture? ................................................................
Why Information Architecture is Important ................................................................
................................................................................................
................................................................................................
................................................................................................
Knowledge Prerequisites ................................................................................................
Infrastructure Prerequisites ................................................................................................
................................................................................................................................
................................................................................................
................................................................................................
................................................................................................
................................................................................................
Plan and Design Site Hierarchy ................................................................................................
................................................................................................
................................................................................................................................
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................................................................................................
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Plan the Structure of Site Collections and Sites ................................................................
The Benefits of Using Site Collections ................................................................
Site Collection Structure ................................................................................................
Recommended Site Name and Purpose ................................................................
Plan and Design Web Pages ................................................................................................
................................................................................................
................................................................................................
................................................................................................
esign Navigation ................................................................................................
Global, Current and Breadcrumb Navigation ................................................................
Web Parts and Navigation Controls ................................................................
................................................................................................
nd Design Content Authoring and Approval ................................................................
Content Authoring and Approval Process ................................................................
Where and How Content Can Appear ................................................................
................................................................................................
................................................................................................
Content Targeting to Audiences ................................................................
Plan Document Taxonomy and Metadata ................................................................
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Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.7.1 Recording Stakeholders and Existing Documents
3.7.2 Planning Document Libraries
3.7.3 Planning Metadata and Content Types
3.7.4 Properties Integration with the 2007 Office Release
4 Develop ................................
4.1 Create Site Collection ................................
4.2 Develop Site Hierarchy
4.2.1 Add a Category to the Site Directory
4.2.2 Edit a Category in the Site Directory
4.2.3 Remove a Category from the Site Directory
4.2.4 Create Subsite ................................
4.2.5 Other Ways to Create Sites
4.2.6 Delete Subsite ................................
4.2.7 Edit Sites in the Site Directory
4.2.8 Approve or Reject Sites from the Site Directory
4.2.9 Remove a Site from the Site Directory
4.2.10 Configure Site Directory Settings
4.3 Develop Navigation................................
4.3.1 Global Navigation ................................
4.3.2 Current Navigation ................................
4.3.3 Breadcrumb Navigation
4.3.4 Web Parts ................................
4.4 Develop Web Pages ................................
4.4.1 Master Pages ................................
4.4.2 Content Pages ................................
4.4.3 Page Layouts ................................
4.5 Develop Document Libraries
4.5.1 Create a Document Library
4.5.2 Configure Approval................................
4.5.3 Configure Check-Out
4.5.4 Configure Versioning
4.5.5 Configure Information Rights Management
4.6 Develop Content Types
4.6.1 Create a Custom Document Content Type
4.6.2 Create Columns for the New Custom Content Type
4.6.3 Associate a Content Type with a Document Library
4.6.4 Implement and Update a Document Template
4.7 Develop Audiences ................................
4.7.1 Import Profiles ................................
4.7.2 Create an Audience
4.7.3 Target Content ................................
5 Stabilise ................................
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Recording Stakeholders and Existing Documents ................................
Planning Document Libraries ................................................................
Planning Metadata and Content Types ................................................................
Properties Integration with the 2007 Office Release ................................
................................................................................................................................
................................................................................................
................................................................................................
Add a Category to the Site Directory................................................................
Edit a Category in the Site Directory ................................................................
Remove a Category from the Site Directory ................................................................
................................................................................................
Other Ways to Create Sites ..............................................................................................
................................................................................................
Edit Sites in the Site Directory ................................................................
Approve or Reject Sites from the Site Directory ...............................................................
ite from the Site Directory ................................................................
Configure Site Directory Settings ................................................................
................................................................................................
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Breadcrumb Navigation ................................................................................................
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................................................................................................
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Develop Document Libraries ................................................................................................
Create a Document Library ...............................................................................................
................................................................................................
Out ................................................................................................
Configure Versioning ................................................................................................
Configure Information Rights Management ................................................................
Develop Content Types ................................................................................................
Create a Custom Document Content Type ................................................................
Create Columns for the New Custom Content Type ................................
Associate a Content Type with a Document Library ................................
Implement and Update a Document Template ................................................................
................................................................................................
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Create an Audience ................................................................................................
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Microsoft Office SharePoint Server 2007Version 1.0.0.0
5.1 Testing Considerations
5.2 Using Test Computers ................................
5.3 Test Procedures ................................
5.4 Supporting Documents
6 Deploy ................................
6.1 Backup and Restore ................................
6.1.1 Backup ................................
6.1.2 Restore ................................
6.2 Other Migration Tools ................................
APPENDIX A Templates ................................
APPENDIX B Other Resources
APPENDIX C Document Information
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
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Other Resources ................................................................................................
Document Information ............................................................................................
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Microsoft Office SharePoint Server 2007Version 1.0.0.0
1 INTRODUCTION
This guidance has been created to assist choice when planning, designingon Microsoft® Office SharePointof this document is to provide guidance on:
� The meaning of an information architecture in the context of the Microsoft Office system.
� The planning and design and the Microsoft Office
� The development and within a 2007 Office system environment.
This document should be used in conjunction with the Sample Data1 workbook and Informworksheets aid the planning, designarchitecture and are referred to throughout this document.
The following information is out of scope of this
� Recommendation of a specific information architecture for use by
� Recommendation of specific site and document
� Detailed recommendations on the use of workflows, information management policies, server field controls and style sheets
� Deployment guidance, including guidance on physical topologies, database design and how to define hardware requirementsOffice SharePoint Server 2007 Deployment Guide
It is recommended that this guide is nproject. This is because the vast majority of this guidance is SharePoint Server 2007 specific.
1.1 What is Information Architecture?Information architecture is a strucinformation is labelled, organised and made available to users. If plannedand adhered to correctly, an information an organisation.
In the context of this guidance, an SharePoint Server 2007 site, including presented. It also includes how content, including documents and records, will be classified and how metadata will be applied to 2007 Office system files, such as Word documents, through document information panels and document placeholders.
1 Information Architecture Worksheets http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspx
2 Information Architecture Worksheets http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspx
3 Microsoft Office SharePoint Server 2007 Deployment Guide http://www.microsoft.com/industry/healthcare/technology/hpo/serverbuild/moss2007deplo
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
NTRODUCTION
has been created to assist healthcare organisations in making the most appropriate choice when planning, designing, developing and implementing an information architecture based
Office SharePoint® Server 2007 and the 2007 Microsoft® Office systemis to provide guidance on:
The meaning of an information architecture in the context of SharePointsystem.
and design of an information architecture based on SharePoint Server 2007Office system.
development and implementation of a chosen information architecture or taxonomy within a 2007 Office system environment.
This document should be used in conjunction with the Information Architecture Worksheets Information Architecture Worksheets – Empty Workbook
worksheets aid the planning, design, development and implementation of an informationand are referred to throughout this document.
following information is out of scope of this guidance:
ecommendation of a specific information architecture for use by healthcare
ecommendation of specific site and document classifications
Detailed recommendations on the use of workflows, information management policies, controls and style sheets
Deployment guidance, including guidance on physical topologies, database design and how to define hardware requirements. Further guidance on this can be found inOffice SharePoint Server 2007 Deployment Guide3
recommended that this guide is not used if SharePoint Server 2007 is out of scope for the project. This is because the vast majority of this guidance is SharePoint Server 2007 specific.
What is Information Architecture? nformation architecture is a structured conceptual model that represents the way in which information is labelled, organised and made available to users. If planned, developed,
nformation architecture will provide consistency and standards across
In the context of this guidance, an information architecture includes how the information in a site, including Web pages, documents, lists, and data is organised and
d. It also includes how content, including documents and records, will be classified and how metadata will be applied to 2007 Office system files, such as Word documents, through document information panels and document placeholders.
Information Architecture Worksheets – Sample Data {R1}: http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspx
chitecture Worksheets – Empty Workbook {R2}: http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspx
Microsoft Office SharePoint Server 2007 Deployment Guide {R3}: http://www.microsoft.com/industry/healthcare/technology/hpo/serverbuild/moss2007deployment.aspx
Prepared by Microsoft
Page 1
organisations in making the most appropriate and implementing an information architecture based
system. The objective
SharePoint Server 2007 and
SharePoint Server 2007
implementation of a chosen information architecture or taxonomy
Information Architecture Worksheets – orkbook2.The
an information
healthcare organisations
Detailed recommendations on the use of workflows, information management policies,
Deployment guidance, including guidance on physical topologies, database design and how . Further guidance on this can be found in the Microsoft
if SharePoint Server 2007 is out of scope for the project. This is because the vast majority of this guidance is SharePoint Server 2007 specific.
tured conceptual model that represents the way in which developed, implemented
provide consistency and standards across
rchitecture includes how the information in a pages, documents, lists, and data is organised and
d. It also includes how content, including documents and records, will be classified and how metadata will be applied to 2007 Office system files, such as Word documents, through
http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspx
http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspx
yment.aspx
Microsoft Office SharePoint Server 2007Version 1.0.0.0
1.2 Why Information ArchitPlanning, designing and adhering to 2007 and the Microsoft Office system will help ensure the management and information distribution, areterminology across a healthcareusers to find and re-use information easily
SharePoint Server 2007 and the and site collections, which help support the implementation of a well designed information architecture. It is the task of information standards professionals, developers and site designers to ensure these are fully utilised. A successful information architecture project will result in the planning and design of:
� Site hierarchy – How site(s) will be structured and should be recorded in the
� Navigation – How site users will navigate through the site(s)the Plan Navigation worksheet
� Web pages – How data will be presented Plan Master Pages, Plan Content Pages (Article), Plan Content Pages (Welcome), Plan a Page Content Type and
� Content authoring and approvalthe content will go throughThis should be recorded in the Restrictions worksheets
� Personalised contentbe recorded in the Plan Audiences
� Document taxonomy and metadatashould be recorded in the Plan Document Libraries, Plan
The quality of the planning and design of an information architecture will also impact how maintainable and usable SharePoint Server 2007defining appropriate site structures, information they need. Failure to consider these elements during the planning phasefrequent modifications of the SharePoint Server 2007
1.3 Value PropositionThis document will equip a healthcaredesign, develop and implement an appropriate system information architecture. This will:
� Ensure the most productive user experience for the correctly planning, developingarchitecture, users will be able to
� Ensure the most effective management of shared documents and information
� Provide consistency in the way documents and other information
� Assist users in the discovery of existing documents and
� Enable an information architecture to be implemented quickly and effectively according to current best practices.
This guide consolidates the vast amount of public information available on and the Microsoft Office systemorganisation in moving to the Stanardized level of the Business Productivity Infrastructure Optimization (BPIO) model for
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Why Information Architecture is Important and adhering to an appropriate information architecture for
Office system will help ensure the operational goals, such as document management and information distribution, are effectively met. For example, using a consistent
healthcare organisation will help facilitate better communications, enable use information easily, and provide the basis for consistent processes.
the 2007 Office system include many features, such as content types and site collections, which help support the implementation of a well designed information
nformation architects, solution architects, IT professtandards professionals, developers and site designers to ensure these are fully utilised. A successful information architecture project will result in the planning and design of:
How site(s) will be structured and divided into a set of subsitesshould be recorded in the Site Classification and Site Structure worksheets
How site users will navigate through the site(s). This should be recorded in worksheet
How data will be presented on the site(s). This should be recorded in the Plan Content Pages (Article), Plan Content Pages (Welcome), Plan a and Plan Layout Pages worksheets
Content authoring and approval – How content will be authored, what approval process the content will go through, and what types of content can appear in specific areas of a site. This should be recorded in the Content Authoring and Approval and Plan Content
worksheets
content – How information will be targeted to groups of usersPlan Audiences worksheet
Document taxonomy and metadata – How documents will be classified and taggedshould be recorded in the Document Management Stakeholder, Analyse Document Usage, Plan Document Libraries, Plan a Document Content Type and Site Columns
The quality of the planning and design of an information architecture will also impact how SharePoint Server 2007 and the Microsoft Office system is. For example,
defining appropriate site structures, Web pages and navigation will ensure users can find the information they need. Failure to consider these elements during the planning phase
SharePoint Server 2007 solution after deployment.
Value Proposition healthcare IT professional with the knowledge to effectively plan,
and implement an appropriate SharePoint Server 2007 and Microsofinformation architecture. This will:
Ensure the most productive user experience for the end users and proposed scenario, developing and implementing the most appropriate information
, users will be able to accomplish their goals with minimal effort.
Ensure the most effective management of shared documents and information
Provide consistency in the way documents and other information are categorised
Assist users in the discovery of existing documents and information.
Enable an information architecture to be implemented quickly and effectively according to .
This guide consolidates the vast amount of public information available on SharePoint Server 2007system information architecture. This document will assist the the Stanardized level of the Business Productivity Infrastructure
Optimization (BPIO) model for the Enterprise Content Management capability.
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Page 2
an appropriate information architecture for SharePoint Server goals, such as document
effectively met. For example, using a consistent organisation will help facilitate better communications, enable
and provide the basis for consistent processes.
2007 Office system include many features, such as content types and site collections, which help support the implementation of a well designed information
rchitects, IT professionals, information standards professionals, developers and site designers to ensure these are fully utilised. A successful information architecture project will result in the planning and design of:
divided into a set of subsites. This worksheets
. This should be recorded in
. This should be recorded in the Plan Content Pages (Article), Plan Content Pages (Welcome), Plan a
will be authored, what approval process , and what types of content can appear in specific areas of a site.
Plan Content
How information will be targeted to groups of users. This should
How documents will be classified and tagged. This der, Analyse Document Usage, Site Columns worksheets
The quality of the planning and design of an information architecture will also impact how Office system is. For example,
pages and navigation will ensure users can find the information they need. Failure to consider these elements during the planning phase, will result in
solution after deployment.
IT professional with the knowledge to effectively plan, Microsoft Office
and proposed scenario. By information
accomplish their goals with minimal effort.
Ensure the most effective management of shared documents and information.
categorised.
Enable an information architecture to be implemented quickly and effectively according to
SharePoint Server 2007 This document will assist the healthcare
the Stanardized level of the Business Productivity Infrastructure
Microsoft Office SharePoint Server 2007Version 1.0.0.0
1.4 Assumptions Use of this guidance to design and plan a information architecture is based on the assumption that the
� The organisational goals to be achieved by Office system solution.
� The vision and scope of the solution
� The users, or user representatives, that will assist in the planning and design of an appropriate information architecture
1.5 Prerequisites
1.5.1 Knowledge Prerequisites
The reader of this guide should have a and Web based portal solutions. This includes awareness of Office system, as well as an understanding of Experience of designing and planning an information architecture is advantageousessential.
More information on SharePoint Server 20072007 product guide4.
1.5.2 Infrastructure Prerequisites
Two or more server farms should be used to provide separate staging and production environments when planning, developing, stabilising and deploying Where possible, the server farms should be already configured, with each server farm fulfilling one of two roles:
� Staging – The farm contains a site collection (a hierarchical set of sites that can be managed together) that is a copy of the production site collection; so be reviewed and tested before it is published.
� Production – The farm contains the site collection that presents the content to its intended audience, and it usually has tightened security.
Section 6 of this document includes informationa production environment.
1.6 Audience The guidance contained in this document is targeted at organisation:
� Information Architects and information standards professionals
� Solution Architects
� IT professionals, developers and site designers SharePoint Server 2007
4 Microsoft Office SharePoint Server 2007 product guidehttp://office.microsoft.com/en-us/sharepointserver/HA101680161033.aspx
5 Information on deploying and configuring a SharePoint Server 2007 {R5}: http://go.microsoft.com/fwlink/?LinkID=79589
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
this guidance to design and plan a SharePoint Server 2007 and Microsoftinformation architecture is based on the assumption that the healthcare organisation has defined:
The organisational goals to be achieved by SharePoint Server 2007 and Office system solution.
The vision and scope of the solution, including the business and user requirements.
The users, or user representatives, that will assist in the planning and design of an appropriate information architecture
Knowledge Prerequisites
of this guide should have a basic understanding of rich desktop software applications based portal solutions. This includes awareness of SharePoint Server 2007
as well as an understanding of Web pages, metadata, documents and records. Experience of designing and planning an information architecture is advantageous
SharePoint Server 2007 can be found in Microsoft Office Sh
Infrastructure Prerequisites
should be used to provide separate staging and production when planning, developing, stabilising and deploying SharePoint Server 2007
server farms should be already configured, with each server farm fulfilling one
The farm contains a site collection (a hierarchical set of sites that can be managed together) that is a copy of the production site collection; so that the content can be reviewed and tested before it is published.
The farm contains the site collection that presents the content to its intended audience, and it usually has tightened security.
includes information on migrating content from a staging
The guidance contained in this document is targeted at the following roles within
Information Architects and information standards professionals
IT professionals, developers and site designers who are planning a solution based on SharePoint Server 2007 and the Microsoft Office system.
Microsoft Office SharePoint Server 2007 product guide {R4}: us/sharepointserver/HA101680161033.aspx
nformation on deploying and configuring a SharePoint Server 2007 environment can be found in http://go.microsoft.com/fwlink/?LinkID=79589
Prepared by Microsoft
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Microsoft Office system organisation has defined:
and the Microsoft
the business and user requirements.
The users, or user representatives, that will assist in the planning and design of an
basic understanding of rich desktop software applications SharePoint Server 2007 and the 2007
pages, metadata, documents and records. Experience of designing and planning an information architecture is advantageous, but not
Microsoft Office SharePoint Server
should be used to provide separate staging and production SharePoint Server 20075.
server farms should be already configured, with each server farm fulfilling one
The farm contains a site collection (a hierarchical set of sites that can be that the content can
The farm contains the site collection that presents the content to its intended
content from a staging environment to
roles within a healthcare IT
who are planning a solution based on
environment can be found in Deployment for Office
Microsoft Office SharePoint Server 2007Version 1.0.0.0
2 USING THIS D
2.1 Document StructureThis document contains four sections that deal with the project lif
� Plan
� Develop
� Stabilise
� Deploy
Each section is based on the Microsoft IT Project Lifecycle as defined in the Microsoft Solutions Framework (MSF) Process Model, and the Microsoft Operations FrLifecycle is described in more detail in Overview7. The MSF Process Model and MOF describe a highbuilding, deploying and managing IT solutionsrange of IT projects.
Plan
Develop
Plan and Design Site Hierarchy
Plan and Design Content
Authoring and Approval
StabiliseTesting
Considerations
DeployBackup and Restore
Develop a Site Collection
Develop Document Libraries
Figure 1: MSF Process Model Phases and Document Structure
6 Microsoft Solutions Framework Core Whitepapershttp://www.microsoft.com/downloads/details.aspx?FamilyID=e481cb0b
7 MOF Executive Overview {R7}: http://www.microsoft.com/technet/itsolutions/cits/mo/mof/mofeo.mspx
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
DOCUMENT
Document Structure sections that deal with the project lifecycle, as illustrated in
Each section is based on the Microsoft IT Project Lifecycle as defined in the Microsoft Solutions Framework (MSF) Process Model, and the Microsoft Operations Framework (MOF). The IT Project Lifecycle is described in more detail in MSF Process Model Whitepaper6 and MOF Executive
The MSF Process Model and MOF describe a high-level sequence of activities for building, deploying and managing IT solutions and are flexible enough to accommodate a broad
Plan and Design Site Hierarchy
Plan the Structure of Site Collections and
Sites
Plan and Design Web Pages
Plan and Design Navigation
Plan and Design Content
Authoring and Approval
Testing Considerations
Backup and Restore
Other Migration Tools
Plan Audiences
Develop a Site Collection
Develop Site Hierarchy
Develop Navigation Develop Pages
Using Test Computers Test Procedures Supporting
Documents
Plan Document Taxonomy and
Metadata
Develop Document Libraries
Develop Content Types
Develop Audiences
: MSF Process Model Phases and Document Structure
s Framework Core Whitepapers {R6}: http://www.microsoft.com/downloads/details.aspx?FamilyID=e481cb0b-ac05-42a6-bab8-fc886956790e&DisplayLang=en
http://www.microsoft.com/technet/itsolutions/cits/mo/mof/mofeo.mspx
Prepared by Microsoft
Page 4
ecycle, as illustrated in Figure 1:
Each section is based on the Microsoft IT Project Lifecycle as defined in the Microsoft Solutions amework (MOF). The IT Project
MOF Executive level sequence of activities for
flexible enough to accommodate a broad
Plan and Design Navigation
Develop Pages
Supporting Documents
fc886956790e&DisplayLang=en
http://www.microsoft.com/technet/itsolutions/cits/mo/mof/mofeo.mspx
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Note
Although Figure 1 illustrates a sequential series of steps, it is possible to take an iterative approach to development. For example, once site navigation has been planned, it may be appropriate to experiment with creating navigation elements in more thorough planning process.
Within this document, each section considerations. Where appropriate, worksheets Empty Workbook {R2} are referencedconsiderations and assist in planningSharePoint Server 2007 information aworksheets can also be used during and after development to inform future IT professionals, developers, site designers and site completed example of each worksheet has also been made available Architecture Worksheets – Sample Data
2.2 Getting Started Before using this guidance, the fo
1. Define the scope Understand the goals of the project and the potential users of the and Microsoft Office system information architecture. This should have involved discussions with all the key stakeholders.
2. Analyse existing contentUnderstand what content is present within the who uses it.
To get started using this guidance
Task
1. Group the content Plan how the content will be organised. This includes considering what content can be grouped together, what site taxonomies should be used to help classify content2007.
2. Structure the content Plan how the items and groups of content relate to each other.users. This includes considering how users will navigate to find the content they require and whether orwill be able to add their own links to content.
3. Design content presentation Plan and design how Web pages across a considering what branding elements are needed, what navigation should be consistent across the organisationand how pages should be laid out.
4. Plan content creation Decide and record if users can author content, if content approval is required andwill occur.
5. Plan document taxonomy and metadataPlan how the documents used within a This includes considering what documenstore these groups of documents, and what metadata is needed to assist in document classification. It also includes considering what document based templates should be available across docum
6. Develop the Information ArchitectureDevelop the planned site hierarchies, navigation, site directories, Web pages and contenvironment.
7. Test the Information ArchitectureTest the developed site hierarchies, navigation, site directories, Web pages and content types.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
illustrates a sequential series of steps, it is possible to take an iterative approach to development. For example, once site navigation has been planned, it may be appropriate to experiment with creating navigation elements in SharePoint Server 2007. The lessons learnt frommore thorough planning process.
section of the Plan phase includes a description of the Where appropriate, worksheets within the Information Architecture Worksheets
referenced, and they should be used to record the resultand assist in planning decisions. This aims to ensure the fundamentals of a
information architecture are properly planned prior to development. worksheets can also be used during and after development to inform future IT professionals, developers, site designers and site administrators of the key decisions that have been made. completed example of each worksheet has also been made available in the Information
Sample Data {R1} workbook to act as an illustration.
the following tasks should have been completed:
Understand the goals of the project and the potential users of the SharePoint Server 2007Office system information architecture. This should have involved discussions y stakeholders.
Analyse existing content Understand what content is present within the healthcare organisation,
this guidance:
content will be organised. This includes considering what content can be grouped together, what site taxonomies should be used to help classify content, and how this will be implemented in SharePoint Server
n how the items and groups of content relate to each other. Think about how they will be made available to users. This includes considering how users will navigate to find the content they require and whether or
to content.
Plan and design how Web pages across a healthcare organisation will display content to users. This includes considering what branding elements are needed, what navigation should be consistent across the organisation
Decide and record if users can author content, if content approval is required and, if so, how content approval
Plan document taxonomy and metadata Plan how the documents used within a healthcare organisation will be organised and made available to users. This includes considering what documents can be grouped together, what document libraries are needed to
and what metadata is needed to assist in document classification. It also includes considering what document based templates should be available across document libraries.
Develop the Information Architecture Develop the planned site hierarchies, navigation, site directories, Web pages and content types in a staging
Test the Information Architecture Test the developed site hierarchies, navigation, site directories, Web pages and content types.
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illustrates a sequential series of steps, it is possible to take an iterative approach to development. For example, once site navigation has been planned, it may be appropriate to experiment
lessons learnt from this can enable a
a description of the relevant Information Architecture Worksheets –
record the results of the he fundamentals of a
rchitecture are properly planned prior to development. The worksheets can also be used during and after development to inform future IT professionals,
the key decisions that have been made. A Information
workbook to act as an illustration.
SharePoint Server 2007 Office system information architecture. This should have involved discussions
organisation, how it is used and
See Section
content will be organised. This includes considering what content can be grouped together, what SharePoint Server
3.1 and 3.2
Think about how they will be made available to users. This includes considering how users will navigate to find the content they require and whether or not they
3.3
organisation will display content to users. This includes considering what branding elements are needed, what navigation should be consistent across the organisation,
3.4
if so, how content approval 3.5
organisation will be organised and made available to users. ts can be grouped together, what document libraries are needed to
and what metadata is needed to assist in document classification. It also
3.7
ent types in a staging 4
5
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Task
8. Deploy the Information ArchitectureDeploy the tested site hierarchies, navigation, site directories, Web pages and content types environment.
Where possible, perform the following key activities
Plan if content should be targeted to groups of usersThis includes considering how to categorise users into groups (or audiences) and how content should be targeted to such groups.
Develop a sample set of audiences in a staging environmentThis step should be performed after planning if content should be targeted to groups of users (section
Implement audiences into a production environmentThis step should be performed after implementing a sample set of audiences into a staging environment (section 4.7).
Table 1: Getting Started
Links to related SharePoint Server 2007 topicsin APPENDIX B.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
the Information Architecture Deploy the tested site hierarchies, navigation, site directories, Web pages and content types to a production
key activities alongside those described above:
Plan if content should be targeted to groups of users This includes considering how to categorise users into groups (or audiences) and how content should be
sample set of audiences in a staging environment This step should be performed after planning if content should be targeted to groups of users (section
Implement audiences into a production environment This step should be performed after implementing a sample set of audiences into a staging environment
related SharePoint Server 2007 topics, such as the Business Data Catalog, can be found
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See Section
a production 6
This includes considering how to categorise users into groups (or audiences) and how content should be 3.6
This step should be performed after planning if content should be targeted to groups of users (section 3.6). 4.7
This step should be performed after implementing a sample set of audiences into a staging environment 6
, such as the Business Data Catalog, can be found
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3 PLAN
Planning and designing an information architecture for Office system involves considering site hierarchy, navigation, approval, and personalised contentare discussed in greater detail
Figure 2 illustrates the sequence of events required when planning and designing an information architecture.
Plan and Design Site Hierarchy
Organisational Unit
Plan and Design Web
PagesMaster Pages
Plan and Design
Navigation
Global , Current and Breadcrumb
Navigation
Plan and Design Content
Authoring and Approval
Content Authoring and
Approval Process
Plan Audiences Key Audiences
Plan Document Taxonomy
and Metadata
Record Stakeholders and
Existing Documents
The Benefits of Using Site Collections
Plan the Structure of
Site Collections and Sites
Properties Integration with the 2007 Office
Release
Figure 2: Sequence for Planning Information Architecture for
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Planning and designing an information architecture for SharePoint Server 2007involves considering site hierarchy, navigation, Web pages, content authoring and personalised content, as well as document taxonomies and metadata.
detail in the following sections.
the sequence of events required when planning and designing an information
Organisational Topics Personalised Views
Projects
Master Pages
Current and Breadcrumb
Navigation
Web Parts and Navigation Controls
Key Considerations
Content Pages Layout Pages
Content Authoring and
Approval Process
Where and How Content Can
Appear
Key AudiencesContent
Targeting to Audiences
Stakeholders and Existing
Documents
Document Libraries
Document Library Name and Purpose
Determine Metadata
The Benefits of Using Site Collections
Site Collection Structure
Site Name and Purpose
Properties Integration with
Office Release
ormation Architecture for SharePoint Server 2007 and the Microsoft Office System
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SharePoint Server 2007 and the Microsoft pages, content authoring and
taxonomies and metadata. Each of these
the sequence of events required when planning and designing an information
Decision
Recommendation
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.1 Plan and Design S
Site Hierarchy
Structure of Site
Collections and Sites
Once the vision and scope of the solution, including the project goals, has been definedimportant to decide how sites is known as a site hierarchy, taxonomy or site topology.
A site hierarchy should be based on organisationprojects. These are discussed further in the sections below.
3.1.1 Organisational Unit
A hierarchy mapped to organisational provides a logical approach for users when browsing existing security groups within the organisdelegated control of their own site structures, they can also assume the management burdenProviding organisational units with the ability departmental and user acceptance.
Figure 3 illustrates a departmentalised collections which store information related to a particular department.subsites.
Finance
Balance Sheets
Annual Reports
Figure 3: Departmental Site Collections
Rollup portal sites could also be used to aggregate and present summary information about related organisational units.
3.1.2 Topics
A hierarchy based on topics, or subject matterlogical navigation. Structuring sites around topics also ensures that related information is easy to find. For example, if site collections were used to group information by areas of the body, it would be poinformation on ‘ankle conditions
This site structure may be well suited to a field collaborate.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Plan and Design Site Hierarchy
PLAN
Web Pages NavigationContent
Authoring and Approval
Audiences
Once the vision and scope of the solution, including the project goals, has been definedsites will aggregate information and how these sites will be
site hierarchy, taxonomy or site topology.
based on organisational units, topics, personalised views and/are discussed further in the sections below.
Organisational Unit
hierarchy mapped to organisational units is the most common way of classifying sitesa logical approach for users when browsing a portal site for content, but curity groups within the organisation. If organisational units, such as departments, are
delegated control of their own site structures, they can also assume the management burdentional units with the ability to customise their own environment also assists in
departmental and user acceptance.
illustrates a departmentalised hierarchy. In this scenario, one portal contains several ation related to a particular department. Each site c
Healthcare Organisation Portal
Balance Sheets
SharePoint Site
Human Resources
Payroll
Site Collection
Rollup portal sites could also be used to aggregate and present summary information about related
A hierarchy based on topics, or subject matter (for example, medical condition)on. Structuring sites around topics also ensures that related information is easy to
find. For example, if site collections were used to group information by conditionsit would be possible to easily navigate from information on ‘foot conditions
ankle conditions’.
This site structure may be well suited to a healthcare organisation in which experts in a particular
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AudiencesDocument
Taxonomy and Metadata
Once the vision and scope of the solution, including the project goals, has been defined, it is will be classified. This
units, topics, personalised views and/or
ying sites. It not only portal site for content, but may also mirror ational units, such as departments, are
delegated control of their own site structures, they can also assume the management burden. e their own environment also assists in
one portal contains several site Each site collection has three
Human Resources
Policies
Rollup portal sites could also be used to aggregate and present summary information about related
), provides users with on. Structuring sites around topics also ensures that related information is easy to
conditions that affect certain foot conditions’ to
organisation in which experts in a particular
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.1.3 Personalised Views
It is also possible to base sites on personalised views. In this scenario, a site collection, or a site could be used to target information to a particular audience based on user preferences and memberships. For example, a site could be used solely to targ
The advantage of this approach is users only receive information pertinent to them. This should not only help to increase user productivity but should also
Note
It is also possible to target content within page could show different information to users depending on their job role. Audiences are discussed further in section 3.6.
3.1.4 Projects
Creating a hierarchy based on the projects carried out by an organisation has the obvious benefit of making all project related information available to project team members. Site used to group together similar projects, perhaps by size, in terms of staff resources, or the nature of the work taking place. Rollup portal sites could also be used to aggregate and present summary information about similar projects.
However, the disadvantage of this approach is that it may require lots of security related configuration each time a project site is created. This is because projects are likely to have team members who belong to different security groups.
3.1.5 Recommendation
There are numerous ways to classify sites
� If the organisational hierarchy is well structured and unlikely to changeclassified by organisational units.
� If teams from different organisational units sites should be classified by topics.
� If individuals tend to collaborate with others in a similar job roleroles, sites should be classified by personalised views.
� If teams from different organisational units collaborate oclassified by projects.
It is also possible to classify sites in more than one way. For example, it is possible to have site collections and/or sites for each organisational unit and for each project.
Action
Using the Site Classificationpreviously created business and user requirements, record the list of the sites required.
3.2 Plan the Structure of Site C
Site Hierarchy
Structure of Site
Collections and Sites
Once a site hierarchy has been chosen and a list of the sites to include has been determinedpossible to map this to SharePoint Server 2007set of sites that can be managed together
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Personalised Views
It is also possible to base sites on personalised views. In this scenario, a site collection, or a site could be used to target information to a particular audience based on user preferences and
a site could be used solely to target information to paediatricians.
The advantage of this approach is users only receive information pertinent to them. This should not increase user productivity but should also help to reduce network traffic.
It is also possible to target content within a Web page to multiple audiences. For example, a portal home page could show different information to users depending on their job role. Audiences are discussed
Creating a hierarchy based on the projects carried out by an organisation has the obvious benefit of making all project related information available to project team members. Site collections can be used to group together similar projects, perhaps by size, in terms of staff resources, or the nature of the work taking place. Rollup portal sites could also be used to aggregate and present summary information about similar projects.
wever, the disadvantage of this approach is that it may require lots of security related configuration each time a project site is created. This is because projects are likely to have team members who belong to different security groups.
Recommendations
here are numerous ways to classify sites:
he organisational hierarchy is well structured and unlikely to change,classified by organisational units.
eams from different organisational units regularly collaborate on specific subjectsites should be classified by topics.
tend to collaborate with others in a similar job role, rather than sites should be classified by personalised views.
eams from different organisational units collaborate on specific projects
It is also possible to classify sites in more than one way. For example, it is possible to have site collections and/or sites for each organisational unit and for each project.
Site Classification worksheet, record how sites should be classified. Based on the previously created business and user requirements, record the list of the sites required.
the Structure of Site Collections and Sites
PLAN
Web Pages NavigationContent
Authoring and Approval
Audiences
Once a site hierarchy has been chosen and a list of the sites to include has been determinedSharePoint Server 2007 site collections. A site collection is a hierarchical
set of sites that can be managed together and consists of a top-level site, and one or more
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It is also possible to base sites on personalised views. In this scenario, a site collection, or a site could be used to target information to a particular audience based on user preferences and
et information to paediatricians.
The advantage of this approach is users only receive information pertinent to them. This should not reduce network traffic.
Web page to multiple audiences. For example, a portal home page could show different information to users depending on their job role. Audiences are discussed
Creating a hierarchy based on the projects carried out by an organisation has the obvious benefit of collections can be
used to group together similar projects, perhaps by size, in terms of staff resources, or the nature of the work taking place. Rollup portal sites could also be used to aggregate and present summary
wever, the disadvantage of this approach is that it may require lots of security related configuration each time a project site is created. This is because projects are likely to have team
, sites should be
collaborate on specific subject matters,
, rather than across job
n specific projects, sites should be
It is also possible to classify sites in more than one way. For example, it is possible to have site
lassified. Based on the previously created business and user requirements, record the list of the sites required.
AudiencesDocument
Taxonomy and Metadata
Once a site hierarchy has been chosen and a list of the sites to include has been determined, it is site collections. A site collection is a hierarchical
and one or more
Microsoft Office SharePoint Server 2007Version 1.0.0.0
subsites. Top-level Web sites can have multiple subsites, and subsites themselves can have multiple subsites, down as many levels as required. The entire structure of a topall of its subsites is called a site collection.
Using top-level Web sites and subsites it is possible to divide content into distinmanageable site collections.
Recommendation
A separate site collection should be planned for each of the site types listed in templates available with SharePoint Server 2007 should be used to create site collections, as they have been designed to address a ra
Site Type Description
Portal site This can aggregate information based on the structure and size of the healthcare Portal site is a single location, visited by most people once or more per day, but probably only at a read
Internet site Customer-facing site which style elements, such as fonts, colours and images.
Team site related to a Portal or Internet site
A site for a team to quickly organise, author, and share information related to a specific portal or Internet site. In comparison to a Portal site, a visited by only certain groups. It is likely to have lots of readwith people uploading documents and making changes to information.
Document Center site A site to centrally manage documents.
Records Center site A site designed for records management.
Table 2: Site Collection Recommendations
Action
Using the Site Classificationin Table 2 are required.
Note
The Collaboration Portal site templateServer 2007, includes a Site Directory siteclassification (defined in the Site Classificationnavigation and the future creation of sites. which allow sites to be groupedsite categories are Division or Region. However, these categories can be removed and custom categories can be added to reflect the planned site classification. be found in the Microsoft Office SharePoint Server 2007 product gu
If a site template other than a Collaboration Portal for a Site Directory site one level below the top
The Collaboration Portal will also automatically activate libraries, content types, master pages, page layouts site template without the Publishing feature, features8 for information on how to do this
Business requirements should be analysed For example, if it has been decided that sites will be classified by organisation unit, the next step is
8 Enable publishing features {R8}: http://office.microsoft.com/en-us/sharepointserver/HA101577721033.aspx?pid=CH1017829
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
level Web sites can have multiple subsites, and subsites themselves can have multiple subsites, down as many levels as required. The entire structure of a top
ed a site collection.
level Web sites and subsites it is possible to divide content into distin
A separate site collection should be planned for each of the site types listed in Tabletemplates available with SharePoint Server 2007 should be used to create site collections, as they have been designed to address a range of needs.
Description
can aggregate information based on the structure and size of the organisation (for example, a roll-up site or main home page). A
Portal site is a single location, visited by most people once or more per day, but probably only at a read-only level.
facing site which is usually branded and characterised by consistent style elements, such as fonts, colours and images.
A site for a team to quickly organise, author, and share information related to portal or Internet site. In comparison to a Portal site, a Team site is
visited by only certain groups. It is likely to have lots of read-write operations with people uploading documents and making changes to information.
site to centrally manage documents.
A site designed for records management.
Site Classification worksheet as a starting point, decide how many of each site type listed are required.
he Collaboration Portal site template, available by default when creating a site collection a Site Directory site one level below the top-level site. This will enable the site
Site Classification worksheet) to be made visible to usersnavigation and the future creation of sites. This is made possible by the use of Site Directory
sites to be grouped according to their purpose. During the site creation process, Division or Region. However, these categories can be removed and custom categories
can be added to reflect the planned site classification. More information on Site DirectorMicrosoft Office SharePoint Server 2007 product guide {R4}.
other than a Collaboration Portal is planned to be used at the site collection level, plan one level below the top-level site.
will also automatically activate the Publishing feature, enabling libraries, content types, master pages, page layouts and multilingual sites. If a site collection
ublishing feature, it will have to be manually activated. See on how to do this.
should be analysed to help determine how best to separate site collections. For example, if it has been decided that sites will be classified by organisation unit, the next step is
us/sharepointserver/HA101577721033.aspx?pid=CH101782971033
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level Web sites can have multiple subsites, and subsites themselves can have multiple subsites, down as many levels as required. The entire structure of a top-level Web site and
level Web sites and subsites it is possible to divide content into distinct, separately
Table 2. The default site templates available with SharePoint Server 2007 should be used to create site collections, as they have
Recommended Site Template
Collaboration Portal
usually branded and characterised by consistent Publishing Portal
A site for a team to quickly organise, author, and share information related to eam site is
Team Site
Document Center
Records Center
worksheet as a starting point, decide how many of each site type listed
when creating a site collection in SharePoint . This will enable the site
to be made visible to users, assisting in Site Directory categories,
site creation process, the default Division or Region. However, these categories can be removed and custom categories
More information on Site Directory categories can
used at the site collection level, plan
Publishing feature, enabling centralised and multilingual sites. If a site collection is based on a
See Enable publishing
to help determine how best to separate site collections. For example, if it has been decided that sites will be classified by organisation unit, the next step is
71033
Microsoft Office SharePoint Server 2007Version 1.0.0.0
to decide what size of organisational unit (own site collection. If the business requirements state that each subcontrol of navigation, content types, for each sub-department.
3.2.1 The Benefits of Using Site Coll
Site collections provide a number of benefits that subsites do not:
� A portal site and site collections things, this allows data to be baresilience.
� The size of sites can be limited Without a quota, users can build sites that adversely affect performance.
� Scalability can be enhancedthe system might have performance problems as the number of subsites increases. By using site collections, up to 1 million sites performance.
Using site collections to group intranet or
� Site designers. A unified user experienceuser interface elements, such as and managed at the site
� Administrators. A site collection provides a unified mechanism for administration. For example, site security, policies, and features can be managed for an entire site collection. Site collection usage reports, audit log reports, and other data can help administrators track site security and performance.
� Authors. A site collection hasand other features which
� Users. A site collection's unified navigation, branding, and search tools provide a Web site experience.
A level of consistency across site collections also makes the to manage. For example, it will reduce the chances of exposing sensitive internal information that exists within non
3.2.2 Site Collection
When planning site collections, plan how planned to be five levels deepbottom-level site of the site collectionhttp://moss.contoso.com/subsite/subsite2/subsite3/subsite4/subsite5
In contrast, if information within a site collection can be easily grouped, users are more likely to find the content they require if a hierarchy two levels deep subsites below it), than if no hierarchy is created at all.
Recommendation
Plan site hierarchies to be no more than three levels deep (also has a subsite). This will elogical navigation whilst at the same time not being too linearof content.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
to decide what size of organisational unit (for example, department, sub-department) requires own site collection. If the business requirements state that each sub-department requires tight control of navigation, content types, Web Parts and workflows, consider creating a site collection
The Benefits of Using Site Collections
ite collections provide a number of benefits that subsites do not:
portal site and site collections can be separated into two databases. Amongst other data to be backed up on different schedules and will
can be limited by assigning a quota (in MB) to every site collection. Without a quota, users can build sites that adversely affect performance.
can be enhanced. Although the main portal site can hold up to 2,000 subsites, system might have performance problems as the number of subsites increases. By
using site collections, up to 1 million sites can be built without adversely affecting
collections to group intranet or Internet sites content and features provide benefits for:
A unified user experience can be created for all sites in ainterface elements, such as master pages and site collection images, can be modified
ite collection level.
. A site collection provides a unified mechanism for administration. For example, site security, policies, and features can be managed for an entire site collection.
collection usage reports, audit log reports, and other data can help administrators track site security and performance.
. A site collection has shared content types, Web Parts, page layoutswhich provide a consistent authoring experience across a site collection
. A site collection's unified navigation, branding, and search tools provide a
A level of consistency across site collections also makes the SharePoint Server 2007to manage. For example, it will reduce the chances of Internet facing site collections exposing sensitive internal information that exists within non-Internet facing site collections.
Structure
ions, plan how hierarchical they will be. If a site collections’ hierarchy is planned to be five levels deep, users would struggle to navigate from the top-level site to the
of the site collection, for example, http://moss.contoso.com/ to subsite/subsite2/subsite3/subsite4/subsite5.
In contrast, if information within a site collection can be easily grouped, users are more likely to find the content they require if a hierarchy two levels deep is created (with a top-level site and distinct subsites below it), than if no hierarchy is created at all.
to be no more than three levels deep (that is, a top-level site with a subsite. This will ensure that sites are hierarchically organised enough to provide users with
logical navigation whilst at the same time not being too linear. It will also help to ensure
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department) requires its department requires tight
s and workflows, consider creating a site collection
Amongst other cked up on different schedules and will also help improve
to every site collection. Without a quota, users can build sites that adversely affect performance.
. Although the main portal site can hold up to 2,000 subsites, system might have performance problems as the number of subsites increases. By
without adversely affecting
nternet sites content and features provide benefits for:
for all sites in a site collection as ges, can be modified
. A site collection provides a unified mechanism for administration. For example, site security, policies, and features can be managed for an entire site collection.
collection usage reports, audit log reports, and other data can help administrators track
page layouts, workflows, across a site collection.
. A site collection's unified navigation, branding, and search tools provide a consistent
SharePoint Server 2007 portal easier nternet facing site collections accidentally
nternet facing site collections.
If a site collections’ hierarchy is level site to the to
In contrast, if information within a site collection can be easily grouped, users are more likely to find level site and distinct
level site with a subsite, which tes are hierarchically organised enough to provide users with
ensure efficient crawling
Microsoft Office SharePoint Server 2007Version 1.0.0.0
The Site Structure worksheet can be used to record site planning decisworksheet are:
� Site – The name of the site.
� Parent Site – The site directly above the current site in the site collection's hierarchy.
� Purpose – The purpose of the current site. For example, for a site based on the Report Center site template, ‘a site to record status information for current research projects being conducted by neurologists.
� Template – The site template to use when creating the site, such as PART I of APPENDIX A
Note
Once a site has been other areas of a portal. Where appropriate, in the templates will be used. More information on custom site templates can be found in site template9.
� Primary Users – The group(s) of users the site is primarily intended for, such as ‘biomedical scientists’.
� Site Owner – The individual or team responsible for administering the site.
Action
For each planned site collection,planning decisions. Enter each site on a separate row of the rollup sites, make sure they are recorded. worksheet for each site collection. Add other columns where appropriate. To assist in conceptualising the structure of site collections and sites, consider creating a hierarchical diagram that complimebrainstorming and the development andcategories that will be created in the Site Directory to help users find the sites that have been planned. If a site template other thacollection level, plan for a Site Directory site one level below the topworksheet.
3.2.3 Recommended
Sites should be named consistently across a be named after a department, such as ‘Neurology’, name other sites in the same way, for example, ‘Pathology’ and not ‘Pathologist Informationwhat content is likely to reside within it. It also simplifie
Site names should:
� Be concise. Names should ‘Neurology central sitenavigation elements longer and more confusing.
� Adequately describe the content of the site
� Not include special characters such as
� Not use abbreviations or acronymsmay confuse the user.
� Be no more than 30 characters
9 Save a site as a site template {R9}:
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
worksheet can be used to record site planning decisions. The columns in this
he name of the site.
he site directly above the current site in the site collection's hierarchy.
he purpose of the current site. For example, for a site based on the Report a site to record status information for current research projects being
conducted by neurologists.’
he site template to use when creating the site, such as ‘Record CenterAPPENDIX A for a description of site templates.
Once a site has been created and customised, it can be saved as a site template and reother areas of a portal. Where appropriate, in the Template column, record what custom site templates will be used. More information on custom site templates can be found in
The group(s) of users the site is primarily intended for, such as .
The individual or team responsible for administering the site.
For each planned site collection, use the Site Structure worksheet to record site and subsite planning decisions. Enter each site on a separate row of the Site Structure worksheet.
make sure they are recorded. If planning multiple site collections, use a separate worksheet for each site collection. Add other columns where appropriate. To assist in conceptualising the structure of site collections and sites, consider creating a hierarchical diagram that compliments the Site Structure worksheet(s). This will assist in
development and implementation of the chosen site hierarchy.will be created in the Site Directory to help users find the sites that have been
If a site template other than the Collaboration Portal site template is planned to be used at the site collection level, plan for a Site Directory site one level below the top-level site in the
Recommended Site Name and Purpose
Sites should be named consistently across a healthcare organisation. For example, if each site will be named after a department, such as ‘Neurology’, name other sites in the same way, for example,
Pathologist Information’. This will ensure users know the purpose of a site and what content is likely to reside within it. It also simplifies site administration.
Names should not contain superfluous words, for example,‘Neurology central site’. The additional words are unlikely to add value and will make navigation elements longer and more confusing.
describe the content of the site.
ot include special characters such as ‘&’, ‘%’, ‘-’ or ‘$’.
bbreviations or acronyms (unless they are universally or locally may confuse the user.
no more than 30 characters.
: http://office.microsoft.com/en-us/help/HA101577791033.aspx
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ions. The columns in this
he site directly above the current site in the site collection's hierarchy.
he purpose of the current site. For example, for a site based on the Report a site to record status information for current research projects being
Record Center’. See,
it can be saved as a site template and re-used in column, record what custom site
templates will be used. More information on custom site templates can be found in Save a site as a
The group(s) of users the site is primarily intended for, such as
The individual or team responsible for administering the site.
worksheet to record site and subsite worksheet. If planning
If planning multiple site collections, use a separate
To assist in conceptualising the structure of site collections and sites, consider creating a worksheet(s). This will assist in
implementation of the chosen site hierarchy. Also record the will be created in the Site Directory to help users find the sites that have been
the Collaboration Portal site template is planned to be used at the site level site in the Site Structure
organisation. For example, if each site will be named after a department, such as ‘Neurology’, name other sites in the same way, for example,
will ensure users know the purpose of a site and
for example, use ‘Neurology’, not The additional words are unlikely to add value and will make
unless they are universally or locally understood). This
us/help/HA101577791033.aspx
Microsoft Office SharePoint Server 2007Version 1.0.0.0
� Be understood by the users. Where possible, conduct research within organisation to ensure the suggested site names correlate, to a certain extent, with the terms currently used.
� Be consistent not only in wording (as above) but also in format. For example, ensure that upper case and lower case wording is used consistentl
Table 3 below provides examples of site names that do and dorecommendations. The examples given are for illustrative purposes only.
Conforming Site Names
Cardiology
Haematology
Pathology
Radiology
Neurology
Occuptational Health
Table 3: Examples of Conforming and Non-Conforming Site Names
Action
In the Site Structure worksheet, fill in the that will be used to makeentering the description of the site, as outlined in section
3.3 Plan and Design
Site Hierarchy
Structure of Site
Collections and Sites
Within a SharePoint Server 2007 site, Web pages can be created to present content. For example, Web pages can be created within able to add content to such pages. T
The planning and design of Webcontent, determining where authors features are available.
The elements that are used to form a
� Master pages
� Content pages
� Layout pages
� Style sheets
� Web Parts
� Server field controls.
Separating a SharePoint Server 2007 Web greater control over design andseparately from the design of the site's content pages.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
understood by the users. Where possible, conduct research within theorganisation to ensure the suggested site names correlate, to a certain extent, with the
consistent not only in wording (as above) but also in format. For example, ensure that upper case and lower case wording is used consistently.
examples of site names that do and do not conform to the recommendations. The examples given are for illustrative purposes only.
Non-Conforming Site Names
Cardiology Main Website
Haematology-Home
PTH
Radiology&RelatedInformation
Nervous System Site
Occupation health
Conforming Site Names
worksheet, fill in the Purpose column appropriately to record the information that will be used to make the site discoverable in SharePoint, This information will be used when entering the description of the site, as outlined in section 4.2.4.
Plan and Design Web Pages
PLAN
Web Pages NavigationContent
Authoring and Approval
Audiences
Within a SharePoint Server 2007 site, Web pages can be created to present content. For example, Web pages can be created within a News site to display separate news articles. able to add content to such pages. Thus, Web pages act as an alternative to documents.
Web pages therefore includes designing the appearance of published authors can add content on pages, and controlling which authoring
that are used to form a SharePoint Server 2007 Web page are:
SharePoint Server 2007 Web page into these elements provides site designers with over design and navigation. For example, a site's branding can be designed
separately from the design of the site's content pages.
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the healthcare organisation to ensure the suggested site names correlate, to a certain extent, with the
consistent not only in wording (as above) but also in format. For example, ensure that
to the
record the information information will be used when
AudiencesDocument
Taxonomy and Metadata
Within a SharePoint Server 2007 site, Web pages can be created to present content. For example, news articles. Authors are then
hus, Web pages act as an alternative to documents.
includes designing the appearance of published can add content on pages, and controlling which authoring
provides site designers with navigation. For example, a site's branding can be designed
Microsoft Office SharePoint Server 2007Version 1.0.0.0
This section of the guide will only consider three types of page record decisions for each of the
� Master Pages
� Content Pages
� Layout Pages
These are discussed further in the sections
Recommendation
When planning and designing
� Design pages that have clearly distinct areas of page and page specific content in the centre.page to focus on.
� Make the more important information more prominent on the page. For example, the most important text (such as an article title), should either be larger, bolder, in a more distinct colour or nearer the top of the page.
� For long or complex pages, ensure thdown the page. This helps users locate relevant content if following several search results.
� Use a simple and consistent colour scheme throughout the distinguish between different types of content (for example, which text is a hyperlink).
� Do not add unnecessary content. Users may become distracted or struggle to find what they are looking for.
� Where possible, conduct research within page designs look usable from the users’ perspective.
3.3.1 Master Pages
The master page defines the outer frame of the Web page and contains thepages in a SharePoint Server 2007illustrates the outer frames of a page
Figure 4: Master Page with the Outer Frames
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
This section of the guide will only consider three types of page element and thereforeeach of these:
These are discussed further in the sections below.
When planning and designing Web pages:
Design pages that have clearly distinct areas of content. For example, navigation at the top of the page and page specific content in the centre. This will allow users to quickly decide which areas of the
Make the more important information more prominent on the page. For example, the most important text (such as an article title), should either be larger, bolder, in a more distinct colour or nearer the top
For long or complex pages, ensure the user is able to read a summary of the content without scrolling This helps users locate relevant content if following several search results.
Use a simple and consistent colour scheme throughout the Web pages to make it easier for users todistinguish between different types of content (for example, which text is a hyperlink).
Do not add unnecessary content. Users may become distracted or struggle to find what they are
Where possible, conduct research within the healthcare organisation to ensure the suggested page designs look usable from the users’ perspective.
The master page defines the outer frame of the Web page and contains the componentsSharePoint Server 2007 site, or site collection, share. The example below,
illustrates the outer frames of a page.
Indicated
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herefore you should
For example, navigation at the top of the This will allow users to quickly decide which areas of the
Make the more important information more prominent on the page. For example, the most important text (such as an article title), should either be larger, bolder, in a more distinct colour or nearer the top
e user is able to read a summary of the content without scrolling This helps users locate relevant content if following several search results.
pages to make it easier for users to distinguish between different types of content (for example, which text is a hyperlink).
Do not add unnecessary content. Users may become distracted or struggle to find what they are
anisation to ensure the suggested Web
components that all example below, in Figure 4,
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In SharePoint Server 2007 there are:
� Site master pages – Theseand visitors when viewing published pages.
� System master pagesauthors. They are also used in some team site templates, such as the Wiki Site and the Document Workspace.
Recommendation
Use the same site master page across all sites in a site collection to provide consistent branding and user interface.
Use the same master page style for site and system master pages. For example, if default.master is used for site master pages, use it for system master pages also. This will provide a consistent experience for users.
Master pages for all sites in a sitsite in the site collection. Typically, master pages include:
� Branding elements, such as corporate logos and colour schemes.
� Shared navigation elements.
� Shared features, such as search
� Links to Cascading Style fonts.
Action
Using the information that was recorded in the the Site column of the Plan Master Pagesinformation for each site:
1. In the Master Page column, list the name of the site master page and system master page to use in the site, such as ‘BlueBand.MasterAPPENDIX A.
2. In the Custom? column:
� If the master page will be customised for the current site, select
� If an existing template will be used for the master page, type the name of the template intothe Based on section
� If a new custom template will be used for the master page, section.
� If the master page will not be custom for the current site, select
� If master page section.
� If the master page will be applied at the current siteblank.
3. Optionally, in the Notessuch as which CSS file to use
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
there are:
These are used on published Web pages and are and visitors when viewing published pages.
System master pages – These supply the layout of pages visible to site designers and also used in some team site templates, such as the Wiki Site and the
Document Workspace.
Use the same site master page across all sites in a site collection to provide consistent branding and user
Use the same master page style for site and system master pages. For example, if default.master is used for site master pages, use it for system master pages also. This will provide a consistent experience for
Master pages for all sites in a site collection are stored in the Master Page Gallery in the topsite in the site collection. Typically, master pages include:
Branding elements, such as corporate logos and colour schemes.
Shared navigation elements.
Shared features, such as search commands and Help commands.
tyle Sheets (CSS). These control page appearance, colo
Using the information that was recorded in the Site Structure worksheet, list the name of each site in Plan Master Pages worksheet. Using this worksheet, fill in the following
information for each site:
column, list the name of the site master page and system master page to use BlueBand.Master’. The master pages available are shown in
column:
If the master page will be customised for the current site, select Yes.
If an existing template will be used for the master page, type the name of the template intosection.
If a new custom template will be used for the master page, type None
If the master page will not be custom for the current site, select No.
will be inherited from its parent site, type Parent into the
If the master page will be applied at the current site level, leave the Inherits from
Notes column, record instructions about how to customise the master page, such as which CSS file to use.
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are visible to site users
the layout of pages visible to site designers and also used in some team site templates, such as the Wiki Site and the
Use the same site master page across all sites in a site collection to provide consistent branding and user
Use the same master page style for site and system master pages. For example, if default.master is used for site master pages, use it for system master pages also. This will provide a consistent experience for all
e collection are stored in the Master Page Gallery in the top-level
control page appearance, colours, and
worksheet, list the name of each site in worksheet. Using this worksheet, fill in the following
column, list the name of the site master page and system master page to use . The master pages available are shown in PART II of
If an existing template will be used for the master page, type the name of the template into
None into the Based on
into the Inherits from
Inherits from section
instructions about how to customise the master page,
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.3.2 Content Pages
A content page is also known as ‘page content type’. consists of text, images and other content, all of which are stored as an entry in a Pages library. Each content page (for example,example, Figure 5 illustrates the columns that
Figure 5: Example Columns for an Article Page
When creating a page, it is possible to inherit a data structure (a series of columns) from a page content type, for example an Article Page. It
1. What columns should be added to default content pages
2. What columns should be used for each type of page (Page).
3. Whether or not the default content pages are suitable,types that may be required.
SharePoint Server 2007 includes three page conten
� Article Page – The primary content page type. This page is designed for generalWeb page content. It includes:
� Columns for images and image captions
� A column for page content
� Columns for links to display with the page
� A byline column
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
A content page is also known as ‘page content type’. Each content page in SharePoint Server 2007consists of text, images and other content, all of which are stored as an entry in a Pages library.
for example, an Article Page) will have columns associated with it.illustrates the columns that an Article Page may contain.
Article Page
it is possible to inherit a data structure (a series of columns) from a page Article Page. It is therefore important to plan:
hat columns should be added to default content pages.
columns should be used for each type of page (for example, a Department Article
the default content pages are suitable, and if not, the custom page content required.
includes three page content types:
he primary content page type. This page is designed for generalWeb page content. It includes:
Columns for images and image captions
A column for page content
Columns for links to display with the page
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SharePoint Server 2007 consists of text, images and other content, all of which are stored as an entry in a Pages library.
columns associated with it. For
it is possible to inherit a data structure (a series of columns) from a page
a Department Article
custom page content
he primary content page type. This page is designed for general-purpose
Microsoft Office SharePoint Server 2007Version 1.0.0.0
� Welcome Page – This is usually
� Columns for images to display
� A column for page content
� Columns for links to display with the page
� Redirect Page – A page to redirect the reader to another page.content within a SharePoint Server 2007planning at this stage.
As all three page content types inherit from the generic
� Columns to schedule the page's start and end dates
� Columns describing contact information for the author
� An image to display with the page when it is listed in a table of contents or other list
� Audience targeting information
Recommendation
Use the default page content types wand Welcome Page content tauthors and site designers can control the appearance of their content by using HTML and the framework. By doing so, completely new
Action
Use the Plan Content Pages (Article)needed. Enter each type of page into the heading section of each column. For each page, place a tick next to each column that is required. If a column Confidential?), add it in the first colum
If creating a new page content type, use the information about the custom content type.
Follow the same process for planning types of pUse the Plan Content Pages (Page Content Type worksheet
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
his is usually the home page of a publishing site. It includes:
Columns for images to display
A column for page content
Columns for links to display with the page
page to redirect the reader to another page. This is SharePoint Server 2007 portal has moved and, therefore
planning at this stage.
As all three page content types inherit from the generic page content type, they all also include:
the page's start and end dates
Columns describing contact information for the author
An image to display with the page when it is listed in a table of contents or other list
Audience targeting information
Use the default page content types where possible. The primary content column in both content types is the Page Content column. As this can hold any HTML content,
uthors and site designers can control the appearance of their content by using HTML and the completely new custom content types are not required.
Plan Content Pages (Article) worksheet to plan the types of Article Pages that will be needed. Enter each type of page into the heading section of each column. For each page, place a tick next to each column that is required. If a column is needed that is not available (for example,
add it in the first column of the Plan Content Pages (Article) worksheet.
If creating a new page content type, use the Plan a Page Content Type worksheet to record information about the custom content type.
Follow the same process for planning types of pages based on the Welcome Page content type. Plan Content Pages (Welcome) worksheet to record this information. Also use the
worksheet to record any custom content types that are needed.
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the home page of a publishing site. It includes:
typically created if therefore, may not require
age content type, they all also include:
An image to display with the page when it is listed in a table of contents or other list
he primary content column in both the Article Page any HTML content,
uthors and site designers can control the appearance of their content by using HTML and the CSS
ages that will be needed. Enter each type of page into the heading section of each column. For each page, place a
that is not available (for example, worksheet.
worksheet to record
ages based on the Welcome Page content type. worksheet to record this information. Also use the Plan a
to record any custom content types that are needed.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.3.3 Layout Pages
A layout page is an Active Server Page (providing field controls into which the contents are displayed. The two examples below, and Figure 7, illustrate two different layouts for the default Article Page:
Figure 6: Article Page with Image on Left
Figure 7: Article Page with Image on Right
Important
Layout pages are only available if the Publishing feature is activated. This will be done automatically if certain site templates (for example, Collaboration Portal) are used. It is possibfeature manually; more information on how to do this can be found in
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Active Server Page (.aspx file) that defines the layout for a content page by providing field controls into which the contents are displayed. The two examples below,
, illustrate two different layouts for the default Article Page:
Layout pages are only available if the Publishing feature is activated. This will be done automatically if certain site templates (for example, Collaboration Portal) are used. It is possible to activate the Publishing feature manually; more information on how to do this can be found in Enable publishing features
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layout for a content page by providing field controls into which the contents are displayed. The two examples below, Figure 6
Layout pages are only available if the Publishing feature is activated. This will be done automatically if le to activate the Publishing
Enable publishing features {R8}.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Because a layout page must display content that is stored in the columns of a page content type (or ‘content page’), it must be designed for a particular content type. For example, a layoutassociated with the Article Page content type would have several field controls, including:
� A Page Content field control to hold the contents of the Page Content column
� A Page Image field control to hold the image from the Page Image column
Although a layout page must be designed for a single content type, a content type can be associated with multiple layouts.
SharePoint Server 2007 includes a set of page layouts for tcontent types. The layouts include
Page Layout
Article Page with body only
Article Page with image on left
Article Page with image on right
Article Page with summary links
Welcome Page with summary links
Welcome Page with table of contents
Welcome splash page
Table 4: Page Layouts
If the page content types and layouts that are included with there are no additional planning steps needed. Authors will be able to choose page types and associated layouts when they create new pages. However, if new fields are added to a page content type or if custom content types are created for publishing pageplanned to reflect the new or changed content types. column to the default Article Page content type, a ‘Confidential?’ field control will need to be added to the associated layout pages
Action
To plan layouts for Article Pages, Welcome Pages and othLayout Pages worksheet. Create a separate worksheet for each page content type, such as Article Page. For each page type, list its associated layout pages, provide descriptions of the layouts, and add notes on customising or creating the layout pages. Where appropriate, create diagram(s) to illustrate the planned layout page(s). This will assist in design as well as development and
As it is possible to modify a layout page by adding CSS(such as, Web Parts and Web Part zones
� Level of control given to
� Restrictions to impose on
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Because a layout page must display content that is stored in the columns of a page content type (or ‘content page’), it must be designed for a particular content type. For example, a layoutassociated with the Article Page content type would have several field controls, including:
A Page Content field control to hold the contents of the Page Content column
A Page Image field control to hold the image from the Page Image column
Although a layout page must be designed for a single content type, a content type can be associated with multiple layouts.
includes a set of page layouts for the Welcome Page and Article Page content types. The layouts include those listed in Table 4:
Page Elements
A basic page with a title and page content area.
A page with a title, page content, a page image on the left, and areas for a byline, article date, and image caption.
A page with a title, page content, a page image on the right, and areas for a byline, article date, and image caption.
A page with a title, page content, article date, byline, and a Summary Links Web Part, in which site authors can add a list of hyperlinks.
A welcome page with content and image areas, along with two Summary Links Web Parts.
A welcome page with content and image areas, along with a Table of Contents Web Part to display a hyperlinked table of contents of the site.
A simple welcome page with an image and two Summary Links Web Parts in which authors can add hyperlinks.
the page content types and layouts that are included with SharePoint Server 2007there are no additional planning steps needed. Authors will be able to choose page types and associated layouts when they create new pages. However, if new fields are added to a page content type or if custom content types are created for publishing pages, layout pages should be planned to reflect the new or changed content types. For example, after adding a ‘Confidential?’ column to the default Article Page content type, a ‘Confidential?’ field control will need to be added to the associated layout pages. This allows display of the contents of that column.
To plan layouts for Article Pages, Welcome Pages and other page content types, use the worksheet. Create a separate worksheet for each page content type, such as Article
Page. For each page type, list its associated layout pages, provide descriptions of the layouts, and add notes on customising or creating the layout pages.
te, create diagram(s) to illustrate the planned layout page(s). This will assist in development and implementation.
As it is possible to modify a layout page by adding CSS files and Microsoft ASP.NET 2.0 controls Web Part zones) it is important to consider the:
given to authors of page layouts
impose on authors of page layouts.
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Because a layout page must display content that is stored in the columns of a page content type (or ‘content page’), it must be designed for a particular content type. For example, a layout page that is associated with the Article Page content type would have several field controls, including:
A Page Content field control to hold the contents of the Page Content column
A Page Image field control to hold the image from the Page Image column
Although a layout page must be designed for a single content type, a content type can be
he Welcome Page and Article Page
A page with a title, page content, a page image on the left, and areas for a byline, article
A page with a title, page content, a page image on the right, and areas for a byline, article
A page with a title, page content, article date, byline, and a Summary Links Web Part, in
A welcome page with content and image areas, along with two Summary Links Web Parts.
Table of Contents Web Part to
A simple welcome page with an image and two Summary Links Web Parts in which authors
SharePoint Server 2007 are to be used, there are no additional planning steps needed. Authors will be able to choose page types and associated layouts when they create new pages. However, if new fields are added to a page
s, layout pages should be For example, after adding a ‘Confidential?’
column to the default Article Page content type, a ‘Confidential?’ field control will need to be added the contents of that column.
er page content types, use the Plan worksheet. Create a separate worksheet for each page content type, such as Article
Page. For each page type, list its associated layout pages, provide descriptions of the layouts, and
te, create diagram(s) to illustrate the planned layout page(s). This will assist in
and Microsoft ASP.NET 2.0 controls
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Table 5 shows layout restriction recommendations for high, moderate and low control of authoring environments:
Level of Control Typical Site
High Internet presence
Medium Intranet portal site
Low Divisional or team portal site
Table 5: Layout Restrictions
Having a high level of control will restrict authors from customising pages. In contrast, a low level of control will provide authors with the ability to customise pages as they see fit. A medium level of control sits in between these and providing authors with the ability to customise a page.
Recommendation
The business and user requirements should be reviewed to decide which type of control is most suitable. Where appropriate, key stakeholders within the ensure an appropriate level of control is defined.
Action
In the Restrictions column of the will be placed on layout pages. Edit the worksheet for each page content type on which restrictions must be placed.
Note
It is often too difficult tprocess. It is usually more appropriate to allow site administrators or authors to choose the appropriate page layout when they create a page. For this reason, which pages will use thplanned page layouts do not need to be recorded.
3.4 Plan and Design Navigation
Site Hierarchy
Structure of Site
Collections and Sites
Navigation planning and design includes planning and designing the user experience for SharePoint Server 2007 portal sitesnavigation elements directly onto their pages. Navigation decisions are a key component of any SharePoint Server 2007 information architecture and are closely related to decisions about the structure of sites. These are discussed further in the sections below.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
shows layout restriction recommendations for high, moderate and low control of authoring
ite Restriction Recommendations
Internet presence � Strict limitations on editing field controls� Other field control limitations, such as no hyperlinks from image
field controls � Web Parts are placed directly on the layout page and not in Web
Part zones
ntranet portal site � Moderate or no limitations on editing field controls� Web Part zones containing Web Parts, but authors are restricted
from adding/removing Web Parts
Divisional or team portal site � No limitations on editing field controls � Web Part zones allowed
Having a high level of control will restrict authors from customising pages. In contrast, a low level of control will provide authors with the ability to customise pages as they see fit. A medium level of control sits in between these and can enable site administrators to control layout pages whilst providing authors with the ability to customise a page.
The business and user requirements should be reviewed to decide which type of control is most suitable. Where appropriate, key stakeholders within the healthcare organisation should be consulted to help ensure an appropriate level of control is defined.
column of the Plan Layout Pages worksheet, record what authoring restrictions will be placed on layout pages. Edit the worksheet for each page content type on which restrictions
It is often too difficult to plan all the Web pages that are required at this stage in the planning process. It is usually more appropriate to allow site administrators or authors to choose the appropriate page layout when they create a page. For this reason, which pages will use thplanned page layouts do not need to be recorded.
Plan and Design Navigation
PLAN
Web Pages NavigationContent
Authoring and Approval
Audiences
Navigation planning and design includes planning and designing the user experience for portal sites, and deciding whether or not authors will be able to insert
navigation elements directly onto their pages. Navigation decisions are a key component of any information architecture and are closely related to decisions about the
These are discussed further in the sections below.
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shows layout restriction recommendations for high, moderate and low control of authoring
limitations on editing field controls ther field control limitations, such as no hyperlinks from image
Web Parts are placed directly on the layout page and not in Web
editing field controls ones containing Web Parts, but authors are restricted
Having a high level of control will restrict authors from customising pages. In contrast, a low level of control will provide authors with the ability to customise pages as they see fit. A medium level of
can enable site administrators to control layout pages whilst
The business and user requirements should be reviewed to decide which type of control is most suitable. organisation should be consulted to help
record what authoring restrictions will be placed on layout pages. Edit the worksheet for each page content type on which restrictions
o plan all the Web pages that are required at this stage in the planning process. It is usually more appropriate to allow site administrators or authors to choose the appropriate page layout when they create a page. For this reason, which pages will use the
AudiencesDocument
Taxonomy and Metadata
Navigation planning and design includes planning and designing the user experience for and deciding whether or not authors will be able to insert
navigation elements directly onto their pages. Navigation decisions are a key component of any information architecture and are closely related to decisions about the
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.4.1 Global, Current
3.4.1.1 Global Navigation
Global navigation typically provides links to the primary sites in a portal site and appears at the top of each page. This allows users to switch from one primary site to anotherthe portal. Figure 8 shows an example:
Figure 8: Global Navigation
By default, all subsites one level below the topnavigation. However, this can be fully customised to meet the needs of the In addition, a subsite's owners can ovedefine different global navigation settings for their subsite and the sites below it.
Recommendation
A consistent global navigation scheme This will ensure a consistent user experienceregardless of which subsite they are in.
Do not customise global navigation to reflect the security level of each user, or groups of users.SharePoint Server 2007 does this automatically by only providing users with navigation links to the areas they are authorised to access.
If customising global navigation, ensure it includes:
� A Site Title that informs the user
� A way to navigate back to the home pageof how lost they may get within a subsite
� A way to navigate to other important areas of the portmuch longer to find content in other subsites.
� A way to search. This provides users with a way page design.
Action
Using the Site Structurewhether each site will have unique global navigation (that is, it will be customised for that particular site) or will inherit its global navigation from its parent. If the site has unique globspecify which subsites and additional sites to display.
It is possible to customise global navigation by modifying master pages, see section 3.3.1
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Current and Breadcrumb Navigation
Global Navigation
Global navigation typically provides links to the primary sites in a portal site and appears at the top This allows users to switch from one primary site to another, from any location
shows an example:
By default, all subsites one level below the top-level site of a portal site are added to the global navigation. However, this can be fully customised to meet the needs of the healthcareIn addition, a subsite's owners can override the global navigation settings of the topdefine different global navigation settings for their subsite and the sites below it.
consistent global navigation scheme should be developed and implemented across a consistent user experience, and allow users to navigate to other sites within the portal
regardless of which subsite they are in.
Do not customise global navigation to reflect the security level of each user, or groups of users.does this automatically by only providing users with navigation links to the areas
they are authorised to access.
If customising global navigation, ensure it includes:
the user about the site they are visiting.
back to the home page. Amongst other things, this reassures users that regardless of how lost they may get within a subsite, they can always go to a logical starting point.
A way to navigate to other important areas of the portal site. Without this, users are likely to take much longer to find content in other subsites.
A way to search. This provides users with a way to quickly find content and is therefore key to
Site Structure worksheet as a starting point, in the Plan Navigation worksheet, record site will have unique global navigation (that is, it will be customised for that particular
site) or will inherit its global navigation from its parent. If the site has unique globspecify which subsites and additional sites to display.
It is possible to customise global navigation by modifying master pages. For more information on 3.3.1.
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Global navigation typically provides links to the primary sites in a portal site and appears at the top from any location within
level site of a portal site are added to the global healthcare organisation.
rride the global navigation settings of the top-level site and define different global navigation settings for their subsite and the sites below it.
across a SharePoint site. and allow users to navigate to other sites within the portal
Do not customise global navigation to reflect the security level of each user, or groups of users. does this automatically by only providing users with navigation links to the areas
this reassures users that regardless they can always go to a logical starting point.
al site. Without this, users are likely to take
find content and is therefore key to Web
worksheet, record site will have unique global navigation (that is, it will be customised for that particular
site) or will inherit its global navigation from its parent. If the site has unique global navigation,
For more information on
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.4.1.2 Current Navigation
Current navigation, which is called to important content in the current site and in related sites. This sitewith links to related content and compliments global navigation. It is common for current navigatito appear on the left of each page in a portal site.
Figure 9: Current Navigation
By default, current navigation shows a site's pages and its sibling sites; the sites that share the same parent site. This enables users to easily navigate to content in the current site or to a site on the same level in the site hierarchy. Portal site administrators can fully custonavigation.
Recommendation
Implement a consistent approach to current navigation across a portal site. This will provide a consistent user experience and allow users to visit. A recommended approach is to have no more than Discussions) within current navigation. Providing clear and simple navigation will help userinformation efficiently.
Do not customise current navigation toSharePoint Server 2007 does this automatically by only providing users with navigation links to the areas they are authorised to access.
It is also recommended that if customisation occurs:
� Items that are related logicallyarticle). This will increase the chances of users finding the content they require.
� Site links use a larger or bolder font than lists, libraries and other will maintain a sense of hierarchy for the user
Action
Using the Site Structurewhether each site will have unique from its parent. If the site will have unique current navigation, specify whether to display its subsites, its peer sites, or additional sites. Also specify whether
It is also possible to customise current navigation by modifying on master pages, see section
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Current Navigation
Current navigation, which is called ‘Quick Launch’ in default site templates, typically provides links to important content in the current site and in related sites. This site-level navigation provides users with links to related content and compliments global navigation. It is common for current navigatito appear on the left of each page in a portal site. Figure 9 shows an example:
ion shows a site's pages and its sibling sites; the sites that share the same parent site. This enables users to easily navigate to content in the current site or to a site on the same level in the site hierarchy. Portal site administrators can fully customise current
Implement a consistent approach to current navigation across a portal site. This will provide a consistent user experience and allow users to easily navigate to a site’s pages and sibling sites in each site they
proach is to have no more than five links below each heading (within current navigation. Providing clear and simple navigation will help user
Do not customise current navigation to reflect the security level of each user, or groups of users. does this automatically by only providing users with navigation links to the areas
they are authorised to access.
It is also recommended that if customisation occurs:
ms that are related logically, are also related visually (for example, a news site and a sample news . This will increase the chances of users finding the content they require.
Site links use a larger or bolder font than lists, libraries and other items that reside within them. This will maintain a sense of hierarchy for the user, and assist in navigation.
Site Structure worksheet as a starting point, in the Plan Navigation worksheet, record site will have unique current navigation settings or will inherit its current navigation
from its parent. If the site will have unique current navigation, specify whether to display its subsites, its peer sites, or additional sites. Also specify whether or not to include links to the site's Web pages.
possible to customise current navigation by modifying master pages. For more information on master pages, see section 3.3.1.
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in default site templates, typically provides links level navigation provides users
with links to related content and compliments global navigation. It is common for current navigation
ion shows a site's pages and its sibling sites; the sites that share the same parent site. This enables users to easily navigate to content in the current site or to a site on
mise current
Implement a consistent approach to current navigation across a portal site. This will provide a consistent navigate to a site’s pages and sibling sites in each site they
below each heading (for example, within current navigation. Providing clear and simple navigation will help users find
reflect the security level of each user, or groups of users. does this automatically by only providing users with navigation links to the areas
site and a sample news . This will increase the chances of users finding the content they require.
items that reside within them. This
worksheet, record current navigation settings or will inherit its current navigation
from its parent. If the site will have unique current navigation, specify whether to display its subsites, to the site's Web pages.
For more information
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.4.1.3 Breadcrumb Navigation
Breadcrumb navigation displays a dynamically generated set of links at the top of Web pages, to show users their current position in the site hierarchy. Most master pages have a single breadcrumb navigation control. 11 show examples of breadcrumb navigation:
Figure 10: Breadcrumb Navigation Control in Design Mode
Recommendation
When developing and implementing custom
� Place it at the top of the page to ensure users see it. Just like a page number in a book, it helps the user understand where they are in relation to other areas. It also helps distinguish it from the core content of the page.
� Use a small font (for example,them too much from the main content of the page.
� Bolden the last item. Making the current page more obvious to the user will increase the chances of them acknowledging their current location.
� Use a simple separator between each level. Recommended separators are
Action
Using the Site Structurewhether each site will have default or customised breadcrumb navigation. If the site is to have custom breadcrumb navigation, record what customisations are required
3.4.2 Web Parts and Navigation Controls
Using Microsoft® Office SharePointadded to a layout page. The following are available as Web Parts or Navigation Controls:
� Summary Links
� Table of Contents
� Content Query
When a user creates a page within SharePoint Server 2007 using a customised layout pageWeb Parts added to the layout page a Table of Contents Web Part to add links to other sites. However, Content Query Navigation Control is added to a layout page and able to customise the control.
Note
Layout Pages are only available if the Publishing information.
Action In the Plan Layout PagesControls each layout page will have:
� Summary Links
� Table of Contents
� Content Query Record any customisations that are required. Each of these will now be discussed in the sections below.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
eadcrumb Navigation
displays a dynamically generated set of links at the top of Web pages, to show users their current position in the site hierarchy. Most master pages have a single breadcrumb navigation control. Breadcrumb navigation is enabled by default. Figure
amples of breadcrumb navigation:
: Breadcrumb Navigation Control in Design Mode Figure 11: Breadcrumb Navigation Control in Preview Mode
implementing custom breadcrumb navigation:
it at the top of the page to ensure users see it. Just like a page number in a book, it helps the user understand where they are in relation to other areas. It also helps distinguish it from the core
for example, size 8-10 point). This will ensure the user can see it without distracting them too much from the main content of the page.
Bolden the last item. Making the current page more obvious to the user will increase the chances of them acknowledging their current location.
Use a simple separator between each level. Recommended separators are ‘>’,
Structure worksheet as a starting point, in the Plan Navigation worksheet,site will have default or customised breadcrumb navigation. If the site is to have
custom breadcrumb navigation, record what customisations are required
and Navigation Controls
SharePoint® Designer 2007, Web Parts and Navigation Controls The following are available as Web Parts or Navigation Controls:
When a user creates a page within SharePoint Server 2007 using a customised layout pageadded to the layout page can also be customised. For example, the user
Web Part to add links to other sites. However, if a Table of Contents or ontrol is added to a layout page and then configured, users will not be
Layout Pages are only available if the Publishing feature is activated; see section 3.3.3
Plan Layout Pages worksheet(s), record which of the following Web Partsut page will have:
Record any customisations that are required. Each of these will now be discussed in the sections
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displays a dynamically generated set of links at the top of Web pages, to show users their current position in the site hierarchy. Most master pages have a single
Figure 10 and Figure
: Breadcrumb Navigation Control in Preview Mode
it at the top of the page to ensure users see it. Just like a page number in a book, it helps the user understand where they are in relation to other areas. It also helps distinguish it from the core
10 point). This will ensure the user can see it without distracting
Bolden the last item. Making the current page more obvious to the user will increase the chances of
‘/’ and ‘:’.
worksheet, record site will have default or customised breadcrumb navigation. If the site is to have
and Navigation Controls can be The following are available as Web Parts or Navigation Controls:
When a user creates a page within SharePoint Server 2007 using a customised layout page, the . For example, the user can customise
if a Table of Contents or configured, users will not be
3.3.3 for more
of the following Web Parts or Navigation
Record any customisations that are required. Each of these will now be discussed in the sections
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.4.2.1 Summary Links
The Summary Links Web Part include a Summary Links Web Partinclude links to portal pages appearing as secondfor example, a Document CenterDesign Mode within Office SharePoint Designer
Figure 12: Summary Links Web Part in Design
More information on Summary Links Link Web Part or a Summary Link field contro
3.4.2.2 Table of Contents
The Table of Contents Web Partinclude a Table of Contents Web Partinclude a set of hierarchical links relating to key areas of a site collection. example of a Table of Contents Web Part in Design
Figure 13: Table of Contents Web Part in Design Mode
3.4.2.3 Content Query
The Content Query Web Part a Content Query Web Part. Typically, the pages or other items based on a custom query. For example, if it is desirable to present medical articles within a news site, it would be possible to add a Content Query Welcome Page layout so that new articles are highlighted on
Figure 14 shows an example of a ContentSharePoint Designer 2007:
Figure 14: Content Query Web Part in Design Mode
10 Use and configure a Summary Link Web Part or a Summary Link field controlhttp://office.microsoft.com/en-gb/sharepointserver/HA101551681033.aspx?pid=CH101782981033
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Summary Links
Web Part can be added to a layout page, so that pages using that layout include a Summary Links Web Part. Typically, the Summary Links Web Part is customised to
portal pages appearing as second-level and third-level menu items inside a center, Document Center. Figure 12 shows an example of a Summary Links Web Part in
Office SharePoint Designer 2007:
: Summary Links Web Part in Design Mode
More information on Summary Links Web Parts can be found in Use and configure a Summary Link Web Part or a Summary Link field control10.
Table of Contents
Web Part can be added to a layout page, so that pages using that layout Web Part. Typically, the Table of Contents Web Part
a set of hierarchical links relating to key areas of a site collection. Figure example of a Table of Contents Web Part in Design Mode within Office SharePoint Designer
: Table of Contents Web Part in Design Mode
nt Query
can be added to a layout page so that pages using that layout include . Typically, the Content Query Web Part is customised
pages or other items based on a custom query. For example, if it is desirable to present medical articles within a news site, it would be possible to add a Content Query Web Part Welcome Page layout so that new articles are highlighted on that page.
example of a Content Query Web Part in Design Mode within
Query Web Part in Design Mode
Use and configure a Summary Link Web Part or a Summary Link field control {R10}: gb/sharepointserver/HA101551681033.aspx?pid=CH101782981033
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using that layout is customised to
level menu items inside a center, a Summary Links Web Part in
Use and configure a Summary
a layout page, so that pages using that layout Typically, the Table of Contents Web Part is customised to
Figure 13 shows an Office SharePoint Designer 2007.
layout page so that pages using that layout include is customised to provide links to
pages or other items based on a custom query. For example, if it is desirable to present medical Web Part to the sites’
within Office
gb/sharepointserver/HA101551681033.aspx?pid=CH101782981033
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.4.3 Recommendations
If planning to add navigation controls to a layout page and clinks), there are several points
� Number of links. Too many navigation make it hard for site users to locate critical information. a SharePoint portal which are relevant for the visitors of the current pageincorporate ideas from the
� Inheriting parent site's navigation or customisingworkers to easily navigate to the other sites in the site collection. However, it could distract them, or provide links they may neremove all links which are unlikely to be needed by the future incorporate ideas from the potential users
� Showing or hiding peer siteshierarchy. For example, are peers. Showing peer sites on the current navigation can imply they have a similar purpose as the current site. However, if users of a site are not likely to want to visit peer sites, do not display them.
� Allowing or preventing authors to insert navigthis privilege reduces the control portal administrators have over the portal site's navigation. However, it facilitates collaborative working and may increase user adoption. use the business and user requirbe able to insert navigation Web Parts or not. potential users of the site
� Security sensitive navigation linksthat is linked from the site navigation, the user will not see the link.planning navigation links,
� Customised master pages. customise the appearance and functionality of navigation elements within master pages. However, this will require a basic understanding of Web pages. Therefore, before committing to customising master pages, read Custom Master Page and Page Layouts for a Web Content Management
3.5 Plan and Design C
Site Hierarchy
Structure of Site
Collections and Sites
The first step in planning content content. The second step is tothird step is to determine what content can appear in
11 How to Create a SharePoint Server 2007 Custom Master Page and Page Layouts for a{R11}: http://msdn2.microsoft.com/en
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Recommendations
If planning to add navigation controls to a layout page and configure them (for examplepoints that must be considered, including:
. Too many navigation links could make a site confusingmake it hard for site users to locate critical information. Therefore, only add links to areas of a SharePoint portal which are relevant for the visitors of the current page
from the potential users of the site.
Inheriting parent site's navigation or customising. Inheriting navigation will enable workers to easily navigate to the other sites in the site collection. However, it could distract
or provide links they may never need to use. Therefore, when inheriting navigation, remove all links which are unlikely to be needed by the future users of the site.incorporate ideas from the potential users of the site.
Showing or hiding peer sites. A peer site is one which is in the same level in the site hierarchy. For example, http://moss.contoso.com/site1 and http://moss.are peers. Showing peer sites on the current navigation can imply they have a similar purpose as the current site. However, if users of a site are not likely to want to visit peer
not display them.
Allowing or preventing authors to insert navigation Web Parts. Providing users with this privilege reduces the control portal administrators have over the portal site's navigation. However, it facilitates collaborative working and may increase user adoption. use the business and user requirements of the project to determine whether authors should be able to insert navigation Web Parts or not. Gather and incorporate ideas from
of the site.
avigation links. If a user does not have permissions to a site othat is linked from the site navigation, the user will not see the link. Therefore, when planning navigation links, do not record which users or groups will need to
Customised master pages. Office SharePoint Designer 2007 can be used customise the appearance and functionality of navigation elements within master pages. However, this will require a basic understanding of Web pages. Therefore, before
to customising master pages, read How to Create a SharePoint ServeCustom Master Page and Page Layouts for a Web Content Management
Plan and Design Content Authoring and Approval
PLAN
Web Pages NavigationContent
Authoring and Approval
Audiences
in planning content authoring and approval is to determine if users o plan if, and how, content will go through an approval process. The
third step is to determine what content can appear in specific areas of a site.
How to Create a SharePoint Server 2007 Custom Master Page and Page Layouts for a Web Content Management Site microsoft.com/en-us/library/bb727372.aspx#MOSS2007CustomMasterPageWCM_MasterPages
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for example, by adding
links could make a site confusing, but too few could only add links to areas of
a SharePoint portal which are relevant for the visitors of the current page. Gather and
. Inheriting navigation will enable workers to easily navigate to the other sites in the site collection. However, it could distract
when inheriting navigation, users of the site. Gather and
ich is in the same level in the site http://moss.contoso.com/site2
are peers. Showing peer sites on the current navigation can imply they have a similar purpose as the current site. However, if users of a site are not likely to want to visit peer
. Providing users with this privilege reduces the control portal administrators have over the portal site's navigation. However, it facilitates collaborative working and may increase user adoption. Therefore,
ements of the project to determine whether authors should Gather and incorporate ideas from the
f a user does not have permissions to a site or page Therefore, when need to see each link.
can be used to further customise the appearance and functionality of navigation elements within master pages. However, this will require a basic understanding of Web pages. Therefore, before
How to Create a SharePoint Server 2007 Custom Master Page and Page Layouts for a Web Content Management Site11.
pproval
AudiencesDocument
Taxonomy and Metadata
if users need to author ow, content will go through an approval process. The
Web Content Management Site us/library/bb727372.aspx#MOSS2007CustomMasterPageWCM_MasterPages
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.5.1 Content Authoring and Approval P
By default, users with Contributeapproval process, in the form of content moderation or an approval workflow, can be created to allow these modifications to be controlled
The amount of control required type of content being published, who the content will become visible towill be published.
The control levels are:
� None – After an author submits content for publishing it will immediatelyothers. Also, if a document library is configured to support major and minor versions of content and no content moderation is used, users who have Read permissions will be able to see minor versions of the content.
� Simple moderation –Approver group after an author submits it for publishing.
� Approval workflow –of the built-in workflow features, such as automaapproval tasks to approvers' task lists and letting authors track the status of the approval process.
Consideration should be given regarding the likely visitors to the site collection, site or page when planning content authoring approval. For example, an Internet facing site should have tighter content authoring control than an intranet site.
Note
IT professionals, developers or site designersinformation about creating custom workflows can be found in
Action
Taking the above factors into account, uswhich level of control is most appropriate for each site collection, site, or page (where necessary). other types of control are in the Notes column.
3.5.2 Where and How
It is also possible to control where and how content willThis is achieved by configuring site settings for the site templates or page layouts use. For example, it is possiblethem from using a Meeting templateinformation pertinent to meetingstext always appears in the centre
Action
Use the Plan Content Restrictionshave restrictions applied to them.
12 Introduction to workflows {R12}: http://office.microsoft.com/en-gb/sharepointdesigner/HA101005871033.aspx?pid=CH100
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Content Authoring and Approval Process
ontribute permissions will be able to modify the content of a page.approval process, in the form of content moderation or an approval workflow, can be created to
modifications to be controlled.
The amount of control required in the approval process depends on many factors, including the type of content being published, who the content will become visible to, and how often the content
fter an author submits content for publishing it will immediatelyothers. Also, if a document library is configured to support major and minor versions of content and no content moderation is used, users who have Read permissions will be able to see minor versions of the content.
– This requires content to be manually approved by a member of the Approver group after an author submits it for publishing.
This workflow automates the approval process and takes advantage in workflow features, such as automatically sending e-mail to approvers, adding
approval tasks to approvers' task lists and letting authors track the status of the approval
Consideration should be given regarding the likely visitors to the site collection, site or page when g content authoring approval. For example, an Internet facing site should have tighter
content authoring control than an intranet site.
IT professionals, developers or site designers can also develop their own custom approval workflow. More information about creating custom workflows can be found in Introduction to workflows
Taking the above factors into account, use the Content Authoring and Approvalhich level of control is most appropriate for each site collection, site, or page (where necessary).
are required, such as approving/rejecting sites on the site directory, record this
ow Content Can Appear
It is also possible to control where and how content will appear on a site by introducing restrictions. configuring site settings for the site templates or page layouts is possible to allow authors to use a publishing site template
template; a template designed to help plan, record and share information pertinent to meetings. Similarly, it is possible to force users to use a page layout w
centre of the page, as opposed to the left or right side.
Plan Content Restrictions worksheet to record which site templates and page layouts will have restrictions applied to them.
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permissions will be able to modify the content of a page. An approval process, in the form of content moderation or an approval workflow, can be created to
depends on many factors, including the and how often the content
fter an author submits content for publishing it will immediately become visible to others. Also, if a document library is configured to support major and minor versions of content and no content moderation is used, users who have Read permissions will be able
content to be manually approved by a member of the
This workflow automates the approval process and takes advantage mail to approvers, adding
approval tasks to approvers' task lists and letting authors track the status of the approval
Consideration should be given regarding the likely visitors to the site collection, site or page when g content authoring approval. For example, an Internet facing site should have tighter
can also develop their own custom approval workflow. More Introduction to workflows12.
Content Authoring and Approval worksheet to record hich level of control is most appropriate for each site collection, site, or page (where necessary). If
required, such as approving/rejecting sites on the site directory, record this
site by introducing restrictions. configuring site settings for the site templates or page layouts that authors will
to allow authors to use a publishing site template whilst restricting plan, record and share
a page layout where right side.
record which site templates and page layouts will
667661033
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.6 Plan Audiences
Site Hierarchy
Structure of Site
Collections and Sites
An information architecture should include information about users and groups of users (audiences). By planning for audiencesas relevant as possible to users
In SharePoint Server 2007, it is possible to create and manage up to 10,000 audiencescontent to them, in all of the site collections that use that shared service.
3.6.1 Key Audiences
Audiences can be based on one or more rules. This includes
� Active Directory user informationis a member of
� SharePoint property information, such as hire date, first name and work phonedefined in the user’s My
As an example, it would be possible to which has:
� An Active Directory rule specifying that the user must be a member of the group
� A SharePoint property rule specifynumber
� A SharePoint property rule specifying that the user must have a hire date
Users could be added to this audience if they satisfy one, two
More information on configuring user information in Directory How To...13.
Using the example, consider how best to important groups within a healthcarethere should be a list of audiences that meet the needs of the groups of users who are using each site collection.
Recommendation
Consult other members of the planned adequately reflect the
Action
Use the Audience and Audience audiences.
13 Active Directory How To... {R13}: http://technet2.microsoft.com/windowsserver/en/library/89a2508a
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
udiences
PLAN
Web Pages NavigationContent
Authoring and Approval
Audiences
An information architecture should include information about users and groups of users (audiences). By planning for audiences, it is possible to personalise information to ensure that it is
to users.
, it is possible to create and manage up to 10,000 audiencesin all of the site collections that use that shared service.
udiences
Audiences can be based on one or more rules. This includes rules based on:
user information, such as who the user reports to and what
SharePoint property information, such as hire date, first name and work phoneMy Site section of a SharePoint Server 2007 portal
As an example, it would be possible to plan an audience called ‘New Paediatricians
rule specifying that the user must be a member of the
SharePoint property rule specifying that the user must have 0118 in their work telephone
SharePoint property rule specifying that the user must have a hire date
Users could be added to this audience if they satisfy one, two, or all of the above rules.
mation on configuring user information in Active Directory can be found in
Using the example, consider how best to plan a small number of audiences that reflect the healthcare organisation. By the end of the audience planning process,
there should be a list of audiences that meet the needs of the groups of users who are using each
Consult other members of the healthcare organisation to ensure the sample set of audiences that are adequately reflect the way the organisation works and the way it is organised
Audience Rules columns in the Plan Audiences worksheet
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AudiencesDocument
Taxonomy and Metadata
An information architecture should include information about users and groups of users it is possible to personalise information to ensure that it is
, it is possible to create and manage up to 10,000 audiences, and target
and what group the user
SharePoint property information, such as hire date, first name and work phone. These are portal
aediatricians in Reading’
rule specifying that the user must be a member of the paediatricians
must have 0118 in their work telephone
SharePoint property rule specifying that the user must have a hire date later than 2007
or all of the above rules.
can be found in Active
a small number of audiences that reflect the organisation. By the end of the audience planning process,
there should be a list of audiences that meet the needs of the groups of users who are using each
e sample set of audiences that are the way it is organised.
worksheet to record planned
d274578558991033.mspx?mfr=true
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.6.2 Content Targeting to
Using audiences, it is possible to target content
� A List item or Web Part
� Links published to Office client applications
� My Site navigation bar
� Trusted My Site host locations
This ensures that users receive information that is pertinent to them. pages used by more than one group of users, for exampleare discussed in the sections below
3.6.2.1 List Item or Web Part
A List Item is an item (such as a document or spreadsheet) which resides in a list. Web Part can be targeted to a specific set of audiences
Action
Use the Plan Audienceswhich audiences.
See PART III of APPENDIX Atotal amount of Web Parts available.
The Web Parts built into the Tpreconfigured Web Part templates to create their unique layout and design.
3.6.2.2 Links Published to Office
It is possible to target one or more of an audience. This list of links, available from the Services Administration page, is used to provide links to Office Server sites from within Office client applications. For example, it is possible for sites, document libraries and data coto be added to this list and appear as a choice whenever someone within a specific audience shares a document from an Office client application.
This enables:
� Users to use the same personal site from multiple client computers
� Data collection libraries to be added to the list and appear in Microsoft
� Document libraries to be visible whenever saving documents froapplication
When planning the initial deployment of information on links published to Office client applications can be found in content14.
Action
Use the Plan AudiencesOffice Applications’ page
14 Configure targeted content {R14}: http://technet.microsoft.com/en
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
argeting to Audiences
it is possible to target content through:
List item or Web Part
Links published to Office client applications
My Site navigation bar
host locations
This ensures that users receive information that is pertinent to them. Targeting contentmore than one group of users, for example, a home page. Each of the above itemsin the sections below.
tem or Web Part
tem is an item (such as a document or spreadsheet) which resides in a list. Web Part can be targeted to a specific set of audiences.
Plan Audiences worksheet to record which List Items and Web Parts will target content to
APPENDIX A for a list of standard SharePoint Web Parts. This list is a subset of the total amount of Web Parts available.
Team Site template are derived from the List View Web PartWeb Part templates to create their unique layout and design.
ublished to Office Client Applications
one or more of the links on a ‘Links Published to Office Applications’ page to , available from the User Profiles and My Site section of the Shared
Services Administration page, is used to provide links to Office Server sites from within Office client applications. For example, it is possible for sites, document libraries and data co
list and appear as a choice whenever someone within a specific audience shares a document from an Office client application.
Users to use the same personal site from multiple client computers
ction libraries to be added to the list and appear in Microsoft®
Document libraries to be visible whenever saving documents from any Office client
When planning the initial deployment of SharePoint Server 2007, consider each information on links published to Office client applications can be found in Configure targeted
Plan Audiences worksheet to record the links that will be added to the ‘Links Published to page, and the relevant audience for each link.
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Targeting content is useful on age. Each of the above items
tem is an item (such as a document or spreadsheet) which resides in a list. Any List Item or
Parts will target content to
This list is a subset of the
are derived from the List View Web Part, and use
the links on a ‘Links Published to Office Applications’ page to section of the Shared
Services Administration page, is used to provide links to Office Server sites from within Office client applications. For example, it is possible for sites, document libraries and data connection libraries
list and appear as a choice whenever someone within a specific audience
® Office Excel® 2007
m any Office client
, consider each of the above. More Configure targeted
will be added to the ‘Links Published to
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.6.2.3 My Site Navigation
It is possible to add My Site links to personalipersonalization site is used to target content toon which one or more links can be added. relevant for one group of users others (for example, nurses). Athat they appear only for users for whom the personali
Figure 15: My Site Navigation Bar
For more information on personali
Action
Use the Plan Audiencesaudience for each link.
3.6.2.4 Trusted My Site
In some scenarios, such as when there can have access to one or more My Site host locations. In these scenarios, SSP administrators are required to manage a list of Trusted My Site host locations across all SSPs, and target each location to the audiences who need
Action
Use the Plan Audiencesanticipated SSPs and the need for users to see personali
More information on planning
3.6.2.5 Recommendations
To ensure content is targeted to audiences effectively:
� Do not filter out content fromnot be able to navigate to sites without the rifilter out such groups.
� Only target content on sites or pages that
� Consider the likely traffic each site will attract and plan appropriately. For example, be worthwhile targeting content on In contrast, it may not be worthwhile targeting content on small audiences infrequently
15 Configure personalization sites {R15
16 Plan Shared Services Providers {R16
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
avigation Bar
It is possible to add My Site links to personalization sites in the My Site navigation bar. used to target content to audiences and includes a My Site navigatilinks can be added. In some scenarios, a personalization site might be of users (for example, doctors) within a healthcare organi
A Shared Service Provider (SSP) administrator can target links so that they appear only for users for whom the personalised content in the site is relevant
on personalization sites, see Configure personalization sites
Plan Audiences worksheet to record each of the personalization site links and the relevant
Trusted My Site Host Locations
In some scenarios, such as when there are geographically distributed shared servicescan have access to one or more My Site host locations. In these scenarios, SSP administrators are required to manage a list of Trusted My Site host locations across all SSPs, and target each location to the audiences who need to view those locations.
Plan Audiences worksheet to record Trusted My Site host locations based on the number of anticipated SSPs and the need for users to see personalised information across SSPs.
planning SSPs is available in Plan Shared Services Providers
Recommendations
To ensure content is targeted to audiences effectively:
content from audiences that are unable to access a site not be able to navigate to sites without the right permissions, thus, it is not necessary to
Only target content on sites or pages that are accessed by more than one audience.
Consider the likely traffic each site will attract and plan appropriately. For example, worthwhile targeting content on a home page used by lots of users, several times a day.
it may not be worthwhile targeting content on a page that will beaudiences infrequently.
R15}: http://technet.microsoft.com/en-us/library/cc262716.aspx
R16}: http://technet.microsoft.com/en-us/library/cc263276.aspx
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ation sites in the My Site navigation bar. A audiences and includes a My Site navigation bar,
ation site might be organisation but not
administrator can target links so ed content in the site is relevant.
personalization sites15.
ation site links and the relevant
shared services, some users can have access to one or more My Site host locations. In these scenarios, SSP administrators are required to manage a list of Trusted My Site host locations across all SSPs, and target each
worksheet to record Trusted My Site host locations based on the number of ed information across SSPs.
Plan Shared Services Providers16.
site anyway. Users will hus, it is not necessary to
more than one audience.
Consider the likely traffic each site will attract and plan appropriately. For example, it would a home page used by lots of users, several times a day.
a page that will be used by two
us/library/cc263276.aspx
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.7 Plan Document
Site Hierarchy
Structure of Site
Collections and Sites
Planning document taxonomy and metadata includes deciding how documents will be classifiedand how metadata can be applied to documents to assist in classification. classifying documents include:
� Ensures records are named in a consistent manner over time
� Assists in the retrieval of all documents relating to a particular function or activity
� Helps determine appropriate security and access
� Helps distribute responsibility for management of a particular set of documents
� Helps determine appropriate retention and disposition periods
The steps involved in planning document taxonomies and metadata are:
1. Recording stakeholders and existing documents.
2. Planning document libraries
3. Planning metadata and content types.
4. Properties integration with the 2007 Office release.
3.7.1 Recording Stakeholders and
The first step in planning document taxonomies and metadata is to uare currently being used.
Action
Use the Document Management Stakeholders and Participantsstakeholders. Record each stakeholderinformation in the Notes
Use the Analyse Document Usagecurrently use. The information to record includes:
� Document type, such as
� Purpose of each document type, such as
� Author role of each document type, such as
� Format of the document (for example, docto another, record that in
� User role of each document type, such as
� Other roles that apply to the document's life cycle, such as
� How readers view the document, such as from a Web page or a file share
� Location of the document, such as
The location question could have multiple answers, such asclient computer or when it is
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
ocument Taxonomy and Metadata
PLAN
Web Pages NavigationContent
Authoring and Approval
Audiences
Planning document taxonomy and metadata includes deciding how documents will be classifiedand how metadata can be applied to documents to assist in classification. The classifying documents include:
named in a consistent manner over time
Assists in the retrieval of all documents relating to a particular function or activity
Helps determine appropriate security and access
Helps distribute responsibility for management of a particular set of documents
elps determine appropriate retention and disposition periods
The steps involved in planning document taxonomies and metadata are:
Recording stakeholders and existing documents.
Planning document libraries, including document library name(s) and purpose(s)
Planning metadata and content types., including document content types and site columns
roperties integration with the 2007 Office release.
takeholders and Existing Documents
The first step in planning document taxonomies and metadata is to understand what documents
Document Management Stakeholders and Participants worksheet to determine key stakeholders. Record each stakeholder’s name, role and contact details. Add any supporting
otes column.
Analyse Document Usage worksheet to ask each stakeholder about the documents they currently use. The information to record includes:
Document type, such as ‘medical research note’, ‘patient record’, ‘internal memo
Purpose of each document type, such as ‘stores patient data’
Author role of each document type, such as ‘doctor’, or ‘paediatrician’
Format of the document (for example, doc or pdf). If the document is transformed from one format to another, record that information
User role of each document type, such as ‘nurse‘ or ‘general practitioner’
Other roles that apply to the document's life cycle, such as ‘medical record reviewer
How readers view the document, such as from a Web page or a file share
Location of the document, such as ‘client computer’, ‘Web server’, or ‘file server
The location question could have multiple answers, such as, when a document is authored on a or when it is published to a Web server.
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AudiencesDocument
Taxonomy and Metadata
Planning document taxonomy and metadata includes deciding how documents will be classified, benefits of
Assists in the retrieval of all documents relating to a particular function or activity
Helps distribute responsibility for management of a particular set of documents
, including document library name(s) and purpose(s).
document content types and site columns.
nderstand what documents
worksheet to determine key s name, role and contact details. Add any supporting
worksheet to ask each stakeholder about the documents they
internal memo’
pdf). If the document is transformed from one format
medical record reviewer’
file server’
when a document is authored on a
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.7.2 Planning Document
Using the completed Analyse Document Usagewill be classified and in which document libraries thecollection of files on SharePoint Server 2007
Table 6 lists typical uses of document libraries in
Library
Library in a team site
Library in a portal area
Library in a Document Center site
Library in a Records Repository
Library in an Internet site (HTML)
Library in an Internet site (hybrid)
Translation management document library
Slide library
Table 6: Typical Document Library Uses
3.7.2.1 Recommendations
When deciding how to group documents togetherthat were made in section 3.1 Structure worksheet. For example, if sites are to be classified by depalibraries that will store document
In some circumstances, a document may need to be more than one site. For example, a need to be published to a document library in organisation, plan separate document librariesof such documents. More information on{R12}.
Where possible, try to minimise the amount of document libraries, whilst ensuring there is a separation between the distinct groups of documents. This document library views, which the All Documents view, which is provided by default, allows users to see all ofdocument library. In the same document library, users to see only those documenttwo separate libraries. More information on document library views can be found in the change a view17.
17 Create or change a view{R17}: http://office.microsoft.com/en-gb/sharepointserver/H
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
ocument Libraries
Analyse Document Usage worksheet, it is possible to define how documents will be classified and in which document libraries they will be stored. A document library is a
SharePoint Server 2007 that enables sharing amongst site users.
lists typical uses of document libraries in SharePoint Server 2007.
Purpose
Facilitates easy sharing of content among medical-orientated as versioning and moderation) and searching of medical-related content
Facilitates storage of medical-related content that is intended for a wider audiis similar to a library in a team site, but is typically implemented with a morereview and approval process.
A large-scale library that typically acts as an organisation-widehistorical archive. It includes features to help users navigate, search, and manage a large number of medical-related documents in a deep hierarchy.
Facilitates specialised records management and can be useful for patientLibraries retain documents, metadata, and associated audits and are meant to be readonly.
Stores Web pages that are to be incorporated in a healthcaresite.
Stores content that is available for downloading from a healthcare
Translation management document library Translates documents if the healthcare organisation works in multiple languages. type of library includes a specialised translation workflow and views that show multiple language versions of the same document or all documents in a particular language.
Supports sharing, managing, and reusing of Microsoft Office PowerPoint 2007 slideswithin a healthcare organisation.
Recommendations
deciding how to group documents together, ensure it fits with the site classification and the planned site collections and sites recorded in the
For example, if sites are to be classified by department, plan document documents related to each department.
In some circumstances, a document may need to be stored in more than one document library, in . For example, a research paper stored in a team site document library
a document library in an Internet facing site. If this is applicable to document libraries. Consider using a workflow to automate the moving
More information on workflows can be found in Introduction to workflows
Where possible, try to minimise the amount of document libraries, whilst ensuring there is a separation between the distinct groups of documents. This can be facilitated by the use of
which allow users to group the documents on certain criteriawhich is provided by default, allows users to see all of
In the same document library, a Patient Records view could be only those documents pertaining to patient records. This would avoid the need to have
More information on document library views can be found in the
gb/sharepointserver/HA100215771033.aspx?pid=CH101471921033
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it is possible to define how documents will be stored. A document library is a
haring amongst site users.
orientated peers, content control (such related content.
ontent that is intended for a wider audience. This typically implemented with a more stringent
wide knowledge base or includes features to help users navigate, search, and manage a large
and can be useful for patient-related records. retain documents, metadata, and associated audits and are meant to be read-
healthcare Internet or intranet Web
healthcare Web site.
works in multiple languages. This ed translation workflow and views that show multiple
language versions of the same document or all documents in a particular language.
PowerPoint 2007 slides
, ensure it fits with the site classification decisions site collections and sites recorded in the Site
rtment, plan document
more than one document library, in document library may
If this is applicable to the workflow to automate the moving Introduction to workflows
Where possible, try to minimise the amount of document libraries, whilst ensuring there is a can be facilitated by the use of
ain criteria. For example, which is provided by default, allows users to see all of the documents in a
could be created to allow This would avoid the need to have
More information on document library views can be found in the Create or
A100215771033.aspx?pid=CH101471921033
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Action
Conduct research with the appropriate listed in each Analyse Document UsageServer 2007 document library. For example, some patient health information could be required to be managed centrally or be presented in Web Pages rather than as a document. For all documents that can be stored in SharePoint Server 2007, use the
� Which type of document library is most suitable
Note
Once a document library has library template for use in other areas of a portal. This can save recreating views, columns and other settings for each document library. Thus, in the Library column of the Plan Document Libraries worksheet, record which custom document library templates will be used.
� What the document library should be called
� What site the document library should reside in
� The document type to be used in the library
� Whether or not the document will require approv
� What type of document versioning is required
� If document check-in and check
� If Information Rights Management (IRM) is required. For more information on IRM, see Plan Information Rights Management
If a document needs to be stored in moreseparate document libraries in the
3.7.2.2 Document Library Name and Purpose
Document libraries should be named consistently across a each document library will be named after Files’, you should name other not ‘Mumps Information’. This will ensure users know the purpose of what content is likely to reside within it
Plan document library names that:
� Are concise. Do not contain superfluous wordsadd any value and will
� Adequately describe the content
� Do not include special characters such as
� Do include abbreviations or acronymsThis may confuse the user.
� Are no more than 30 characters
� Are understood by the users. Where possible, conduct research within organisation to ensure the suggestewith the terms currently used.
� Are consistent not only in wording (as above) but also in format. For example, ensure that upper case and lower case wording is used consistently. For simplicity, the first letter in each word and lower case for all other letters.
18 Plan Information Rights Managementhttp://technet2.microsoft.com/Office/f/?en
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Conduct research with the appropriate healthcare representative to determine which documents Analyse Document Usage worksheet should and should not be stored in a SharePoint
Server 2007 document library. For example, some patient health information could be required to be y or be presented in Web Pages rather than as a document. For all documents that
can be stored in SharePoint Server 2007, use the Plan Document Libraries worksheet to record:
Which type of document library is most suitable
Once a document library has been created and customised, it can be saved as a document library template for use in other areas of a portal. This can save recreating views, columns and other settings for each document library. Thus, in the Library column of the Plan Document
worksheet, record which custom document library templates will be used.
What the document library should be called
What site the document library should reside in
The document type to be used in the library
Whether or not the document will require approval
What type of document versioning is required
in and check-out is required
If Information Rights Management (IRM) is required. For more information on IRM, see Plan Information Rights Management18
If a document needs to be stored in more that one document library in more than one site, plan separate document libraries in the Plan Document Libraries worksheet.
Document Library Name and Purpose
Document libraries should be named consistently across a healthcare organisation. For example, if will be named after the documents to be stored, such as ‘
name other libraries in the same way, for example, ‘Mumps Research Files’. This will ensure users know the purpose of each document library
what content is likely to reside within it, as well as simplifying site administration.
names that:
. Do not contain superfluous words, for example, ‘for use bywill make navigation elements longer and more confusing.
Adequately describe the content to be stored in the document library.
Do not include special characters such as ‘&’, ‘%’, ‘-’ or ‘$’.
bbreviations or acronyms (unless they are universally or locally understood)This may confuse the user.
Are no more than 30 characters.
Are understood by the users. Where possible, conduct research within organisation to ensure the suggested document library names correlate, to a certain extent, with the terms currently used.
Are consistent not only in wording (as above) but also in format. For example, ensure that upper case and lower case wording is used consistently. For simplicity, the first letter in each word and lower case for all other letters.
Plan Information Rights Management {R18}: http://technet2.microsoft.com/Office/f/?en-us/library/073bfc71-7b01-4b77-bdc3-ac018889d54b1033.mspx
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representative to determine which documents worksheet should and should not be stored in a SharePoint
Server 2007 document library. For example, some patient health information could be required to be y or be presented in Web Pages rather than as a document. For all documents that
worksheet to record:
been created and customised, it can be saved as a document library template for use in other areas of a portal. This can save recreating views, columns and other settings for each document library. Thus, in the Library column of the Plan Document
worksheet, record which custom document library templates will be used.
If Information Rights Management (IRM) is required. For more information on IRM, see Plan
that one document library in more than one site, plan
organisation. For example, if , such as ‘Measles Research Mumps Research Files’ and each document library and
site administration.
or use by’. This is unlikely to make navigation elements longer and more confusing.
(unless they are universally or locally understood).
Are understood by the users. Where possible, conduct research within the healthcare names correlate, to a certain extent,
Are consistent not only in wording (as above) but also in format. For example, ensure that upper case and lower case wording is used consistently. For simplicity, use upper case for
ac018889d54b1033.mspx
Microsoft Office SharePoint Server 2007Version 1.0.0.0
� Precede each document library name with the site name. For example, document libraries within a Pathology site could be called ‘Pathology Organ Research’, or ‘Pathology TisResearch’. This will aid users when they are saving files from Microsoft 2007 Office system applications to save them to t
For more information on document management, see
Table 7 below provides examples of recommendations. The examples given are for illustrative purposes only.
Conforming Library Names
Neurology Research Papers
Radiology Patient Notes
Cardiology Patient Complaints
Haemotology Staff Records
Pathology Expenditure Reports
Table 7: Examples of Conforming and Non-Conforming Site Names
Action
Record what document libraries are needed in the in the identifying which document libraries are needed, update the may be needed. For example, if documents are to be presented to external customers, it is advisable to have one site to author and review contentThe result of this exercise will be a clear pbe stored and who will access them.
3.7.3 Planning Metadata
After planning how documents will be classified into document librariesdetermine the metadata for eacinformation to a file or documentand retrieval of documents and information. metadata to store in a document library by:
� Creating document content types; document templates that have metadata fields defined, and associating them with easier to apply metadata as the content type only needs to be created once and can then be applied to several document librari
� Adding site columns for integrating metadata into the search process
� Adding columns to each document library
It is best practice to plan, developof these can be created once,productive approach, it also ensures consistencolumns to each document library can be very time consuming. For this reason, document content types and site columns are discussedto document libraries can be found
19 Document management roadmap {20 More information on an example metadata industry standardhttp://dublincore.org/documents/dces/This standard is available by default when making content types in
21 Add a column to a library {R21}: http://office.microsoft.com/en-gb/sharepointserver/HA101754741033.aspx?pid=CH102360031033#2
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Precede each document library name with the site name. For example, document libraries within a Pathology site could be called ‘Pathology Organ Research’, or ‘Pathology Tis
This will aid users when they are saving files from Microsoft 2007 Office system save them to the correct site and document library.
For more information on document management, see Document management roadmap
examples of document library names that do and do norecommendations. The examples given are for illustrative purposes only.
Non-Conforming Library Names
Neurology Research Papers for Clinicians
Notes from Radiology Actions
CDY Patient Complaints
Haemotology Staff Records & Related Staff Information
Pathology expenditure Reports
Conforming Site Names
Record what document libraries are needed in the in the Plan Document Librariesidentifying which document libraries are needed, update the Site Structure worksheet as new sites may be needed. For example, if documents are to be presented to external customers, it is advisable to have one site to author and review content, and a separate site to publish content.
exercise will be a clear picture of how documents will be classified, where they will be stored and who will access them.
etadata and Content Types
After planning how documents will be classified into document libraries, the next step is to determine the metadata for each library. Metadata20 allows a user to attach supplemental information to a file or document, without affecting its contents. This will help improve the storage and retrieval of documents and information. In SharePoint Server 2007, it is possible to
a document library by:
reating document content types; document templates that have metadata fields defined, with a document library or several document libraries
easier to apply metadata as the content type only needs to be created once and can then be applied to several document libraries.
Adding site columns for integrating metadata into the search process.
Adding columns to each document library.
, develop and implement site columns and document content types. Both and applied to multiple document libraries. Not only is this a
it also ensures consistency across document libraries. In contrast, adding columns to each document library can be very time consuming. For this reason, document content
discussed in the sections below. More information on adding columns to document libraries can be found in Add a column to a library21.
{R19}: http://technet.microsoft.com/en-us/library/cc263142.aspx
metadata industry standard, (Simple Dublin Core) can be found athttp://dublincore.org/documents/dces/ This standard is available by default when making content types in SharePoint Server 2007.
gb/sharepointserver/HA101754741033.aspx?pid=CH102360031033#2
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Precede each document library name with the site name. For example, document libraries within a Pathology site could be called ‘Pathology Organ Research’, or ‘Pathology Tissue
This will aid users when they are saving files from Microsoft 2007 Office system
Document management roadmap19.
ot conform to the
onforming Library Names
Neurology Research Papers for Clinicians
Haemotology Staff Records & Related Staff Information
Document Libraries worksheet. When worksheet as new sites
may be needed. For example, if documents are to be presented to external customers, it is and a separate site to publish content.
icture of how documents will be classified, where they will
the next step is to allows a user to attach supplemental
without affecting its contents. This will help improve the storage it is possible to define the
reating document content types; document templates that have metadata fields defined, y or several document libraries. This makes it
easier to apply metadata as the content type only needs to be created once and can then
and document content types. Both Not only is this a
In contrast, adding columns to each document library can be very time consuming. For this reason, document content
More information on adding columns
us/library/cc263142.aspx
can be found at {R20}:
gb/sharepointserver/HA101754741033.aspx?pid=CH102360031033#2
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.7.3.1 Planning Document
It is possible to associate a content type with a list or library. of settings that can be appliedmanagement of the metadata and behaviour way.
Different document types may need to be memos, agendas and minutes documents)stored with each of these document types would be very different. In addition, very different workflows may need to be assigned for each type of document, metadata columns for use with each content type can be definedAmongst other things, this will the New command on the document library.Introduction to Content Types22
Figure 16 illustrates the metadata column, the user would be able to store metadata.
Figure 16: Content Type Based on Dublin Core
Document libraries and lists can contain multiple content types. For example, a library can contain both the documents and the graphics related to a project. When a list or library contains multiple content types:
� The New command in that list or library lets users create new items of all the associated content types.
� The columns associated with all available content typ
Recommendation
New content types should be based on makes development and implementation simpler. For example, columns is created, it would be possible to create a child custom content type, Leaflet’, based on this.
22 Introduction to Content Types {R22
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
ocument Content Types
It is possible to associate a content type with a list or library. A content type is a reusable collection ied to certain categories of content. Content types enable
the metadata and behaviour of a document or item type in a centrali
may need to be stored in the same document library memos, agendas and minutes documents). However, the metadata that may be
each of these document types would be very different. In addition, very different may need to be assigned to each type of document. By creating different content types
metadata columns for use with each content type can be definedAmongst other things, this will also allow users to create new memos, agendas or minutes
command on the document library. More information on content types can be found in 22.
metadata columns associated with one content type. Fthe user would be able to store metadata.
: Content Type Based on Dublin Core
Document libraries and lists can contain multiple content types. For example, a library can contain s and the graphics related to a project. When a list or library contains multiple
The New command in that list or library lets users create new items of all the associated
The columns associated with all available content types are displayed.
New content types should be based on appropriate existing content types. This provides consistency and implementation simpler. For example, if a custom content type
, it would be possible to create a child custom content type, ‘Patient Information
R22}: http://msdn2.microsoft.com/en-us/library/ms472236.aspx
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A content type is a reusable collection Content types enable the
a document or item type in a centralised, reusable
(for example, that may be gathered and
each of these document types would be very different. In addition, very different By creating different content types
metadata columns for use with each content type can be defined. memos, agendas or minutes using
More information on content types can be found in
For each metadata
Document libraries and lists can contain multiple content types. For example, a library can contain s and the graphics related to a project. When a list or library contains multiple
The New command in that list or library lets users create new items of all the associated
appropriate existing content types. This provides consistency and if a custom content type ‘Leaflet’ with 10
Patient Information
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Action
Use the Analyse Document Uplan document content types. First, review each document typDocument Usage worksheet to determine if there is an existing content type available for documents of that type. If a core content type (such as Docthe Content Type column of the
If a core content type is not sufficient,
Action
Fill in a separate Plan a Document C
1. Enter the document type from the
2. Using the completed worksheet, enter the site types are available in the site in which they are defined and in all subsites below that site.
3. Enter the parent content type. This will be either a core or custom content type. Where possible new content types shoCore Columns document. This will automatically populate the content type with useful columns, such as ‘Name’ and lines of text’. It will also reduce the chances of key columns, such as the creator of the document, not being added to the content type.
4. In the Plan Columns
a. Enter each column inherited from the each entry.
b. For each additional column, enter the name of a precreated. Keep in mind that the name of a column is important, because it can communicate the column's purpose. Along with the names of the additional columns, enter their types and indicate whether or not they are new.column is mandatory or not.
5. In the Plan Templateof the template to associate with this content type along with its type (such as .Docx) and a brief description of the purpose of the template. If the template is not inherited from the parent content type, in the New? field, type
6. If required, also determine the workflows and information management policies for each content type. Guidance on these areas is out of scope of this document. However, more information on workflows can be found in management policies can be found in
23 Introduction to information management policies http://office.microsoft.com/en-gb/sharepointserver/HA101
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Document Usage worksheet(s) and Plan a Document Content plan document content types. First, review each document type listed in the completed
worksheet to determine if there is an existing content type available for documents of that type. If a core content type (such as Document) is sufficient, enter the content type name in
column of the Analyse Document Usage worksheet.
If a core content type is not sufficient, plan new document content types.
Plan a Document Content Type worksheet for each new content type:
ter the document type from the Analyse Document Usage worksheet.
Using the completed Site Structure worksheet as a guide, in the Plan a Document Content Typeenter the site for which the new content type will be defined. Keep in mind that content
types are available in the site in which they are defined and in all subsites below that site.
Enter the parent content type. This will be either a core or custom content type. Where possible new content types should be inherited from an existing core content type, for example, Dublin Core Columns document. This will automatically populate the content type with useful columns,
and ‘Contributor‘ as well as the appropriate column type, for example, . It will also reduce the chances of key columns, such as the creator of the document,
not being added to the content type.
Plan Columns table of the Plan a Document Content Type worksheet:
Enter each column inherited from the parent content type. In the New? column, type
For each additional column, enter the name of a pre-defined column or of a column that will be created. Keep in mind that the name of a column is important, because it can communicate the
umn's purpose. Along with the names of the additional columns, enter their types and indicate whether or not they are new. In the Required/Optional columns, specify if the column is mandatory or not.
Plan Template section of the Plan a Document Content Type worksheet, enter the name of the template to associate with this content type along with its type (such as .Docx) and a brief description of the purpose of the template. If the template is not inherited from the parent content
field, type Yes.
If required, also determine the workflows and information management policies for each content type. Guidance on these areas is out of scope of this document. However, more information on workflows can be found in Introduction to Workflows {R12} and more information on information management policies can be found in Introduction to information management policies
Introduction to information management policies {R23}:
gb/sharepointserver/HA101735291033.aspx?pid=CH100948701033
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Plan a Document Content Type worksheet to e listed in the completed Analyse
worksheet to determine if there is an existing content type available for documents ument) is sufficient, enter the content type name in
worksheet for each new content type:
Plan a Document Content Type will be defined. Keep in mind that content
types are available in the site in which they are defined and in all subsites below that site.
Enter the parent content type. This will be either a core or custom content type. Where possible uld be inherited from an existing core content type, for example, Dublin
Core Columns document. This will automatically populate the content type with useful columns, as well as the appropriate column type, for example, ‘Multiple
. It will also reduce the chances of key columns, such as the creator of the document,
worksheet:
column, type No for
defined column or of a column that will be created. Keep in mind that the name of a column is important, because it can communicate the
umn's purpose. Along with the names of the additional columns, enter their types and columns, specify if the
worksheet, enter the name of the template to associate with this content type along with its type (such as .Docx) and a brief description of the purpose of the template. If the template is not inherited from the parent content
If required, also determine the workflows and information management policies for each content type. Guidance on these areas is out of scope of this document. However, more information on
more information on information Introduction to information management policies23.
735291033.aspx?pid=CH100948701033
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3.7.3.2 Planning Site C
When a document content typemapped as columns in the destination library.defined in the document content type, a column of ‘Author
In some circumstances the document library may need additional desirable to have a ‘Notes’ column in the document libraryRather than manually adding asite column called ‘Notes’ which can be used across
Action
Use the Site Columns worksheetwhich document library(s) the columns will be added to.
3.7.3.3 Recommendation
When planning the metadata for each content type and document library, it is important to consider content storage and retrieval. For example, defining many content types, each with many columns is likely to ensure rapid retrieval. However, it may be very file and add the appropriate metadata. In contrast, by having too few content types and columns will make it easy for users to save the file, but difficult to retrieve. We therefore recommend:
� Use between 3 and 15 c
� Use the default columns of Name and Title where possible. Alternatively, a metadata standard such as Simple Dublin Core could be followed.
� Use a Comments or Notes column to allow users to add additional information that wouldotherwise not be captured.
� Use 2007 Microsoft Office system applications, such as Microsoft Word to bind the metadata to placeholders within the document. This will allow users to create a document as normal, whilst automatically adding metadata to the dofound in section 3.7.4.
When adding new columns to a custom content type, ensure they:
� Are unique
� Clearly describe the data to be en
� Are understood by the users. Where possible, conduct research within a organisation to ensure the suggested site names correlate, to a certain extent, with the terms currently used
� Have names that are:
� Concise
� Do not include special characters such as ‘&’, ‘%’, ‘
� Are no more than 30 characters
Examples of metadata columns that conform to these recommendations are:
� Creator
� Contributor
� Date Created
� Date Modified
� Subject
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Columns
content type is sent to the destination document library, the metadata values are columns in the destination library. For example, if a metadata value of ‘Author’ is
defined in the document content type, a column of ‘Author’ will be automatically
document library may need additional columns. For example, it maycolumn in the document library, but not in the document content type.
Rather than manually adding a ‘Notes’ column to each document library, it is best practiceotes’ which can be used across multiple document libraries.
worksheet to record the name and type of each site column. Also specify document library(s) the columns will be added to.
Recommendation
When planning the metadata for each content type and document library, it is important to consider content storage and retrieval. For example, defining many content types, each with many columns is likely to ensure rapid retrieval. However, it may be very time consuming for the user to save the file and add the appropriate metadata. In contrast, by having too few content types and columns will make it easy for users to save the file, but difficult to retrieve. We therefore recommend:
Use between 3 and 15 columns for each content type.
Use the default columns of Name and Title where possible. Alternatively, a metadata standard such as Simple Dublin Core could be followed.
Use a Comments or Notes column to allow users to add additional information that wouldotherwise not be captured.
Use 2007 Microsoft Office system applications, such as Microsoft Word to bind the metadata to placeholders within the document. This will allow users to create a document as normal, whilst automatically adding metadata to the document. More information can be
When adding new columns to a custom content type, ensure they:
Clearly describe the data to be entered by users, for example, ‘Patient Forename’
Are understood by the users. Where possible, conduct research within a organisation to ensure the suggested site names correlate, to a certain extent, with the
Do not include special characters such as ‘&’, ‘%’, ‘-’ or ‘$’
Are no more than 30 characters
metadata columns that conform to these recommendations are:
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he metadata values are For example, if a metadata value of ‘Author’ is
automatically created.
columns. For example, it may be but not in the document content type.
best practice to plan a document libraries.
record the name and type of each site column. Also specify
When planning the metadata for each content type and document library, it is important to consider content storage and retrieval. For example, defining many content types, each with many columns
time consuming for the user to save the file and add the appropriate metadata. In contrast, by having too few content types and columns will make it easy for users to save the file, but difficult to retrieve. We therefore recommend:
Use the default columns of Name and Title where possible. Alternatively, a metadata
Use a Comments or Notes column to allow users to add additional information that would
Use 2007 Microsoft Office system applications, such as Microsoft Word to bind the metadata to placeholders within the document. This will allow users to create a document
cument. More information can be
tered by users, for example, ‘Patient Forename’
Are understood by the users. Where possible, conduct research within a healthcare organisation to ensure the suggested site names correlate, to a certain extent, with the
Microsoft Office SharePoint Server 2007Version 1.0.0.0
� Description
� Language
� Format
� Notes
It is important that a consistent approach to metadata is applied across a For example, if ‘Contributor’ is used for one content type, it should be used across all content types. This will:
� Make it clearer to users wha
� Reduce the amount of time required to find documents and information because indexing, searching and browsing content should be improved.
� Facilitate better information sharing
� Reduce the amount of document duplication
3.7.4 Properties Integration with the 2007 Office Release
In the 2007 Microsoft Office system, when a user is editing a document from a SharePoint Server 2007 document management server, a document, as shown in Figure reflects the document's properties on the server.is easily visible to the user.
Figure 17: Document Information Panel
Note
This feature is not available in earlier versions of Microsoft Office.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
It is important that a consistent approach to metadata is applied across a healthcareFor example, if ‘Contributor’ is used for one content type, it should be used across all content types.
Make it clearer to users what metadata to enter
Reduce the amount of time required to find documents and information because indexing, searching and browsing content should be improved.
Facilitate better information sharing
Reduce the amount of document duplication
gration with the 2007 Office Release
In the 2007 Microsoft Office system, when a user is editing a document from a SharePoint Server 2007 document management server, a Document Information Panel is shown at the top of the
Figure 17. The Document Information Panel displays an editable form that reflects the document's properties on the server. Thus, the metadata associated with the document
This feature is not available in earlier versions of Microsoft Office.
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healthcare organisation. For example, if ‘Contributor’ is used for one content type, it should be used across all content types.
Reduce the amount of time required to find documents and information because indexing,
gration with the 2007 Office Release
In the 2007 Microsoft Office system, when a user is editing a document from a SharePoint Server is shown at the top of the displays an editable form that
Thus, the metadata associated with the document
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Authors using Microsoft Office documents through the use of property controlssection 3.7.3, as well as the metadata values associated with the documentdocument’s body, as shown in
Figure 18: Property Control
Document properties can be inserted into multiple areas of a document. For example, if the document properties include a doctor’s name, this name can be inserted into the title page, the footer, or anywhere else the name particular patient, the Doctor Name property can be updated on the document management server; this updated doctor name will be reflected in every instance of this property that has been inserted into a document.
It is also possible to configure a document template that includes control properties that will be used as content type metadata. Microsoft® Office Word, Microsoftusers to exploit the metadata structure present in SharePoint Server 2007.
It is also possible to use the Document Information Panel to utilise other SharePoint Server 2007 functionality, including:
� Workflow
� Document check-in and check
� Integration between Excel 2007 and ExcelServer 2007
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Authors using Microsoft Office Word 2007 can also insert properties defined on the server into their documents through the use of property controls. This allows the metadata columns, as planned in
, as well as the metadata values associated with the document, to be placed into the as shown in Figure 18 below.
Document properties can be inserted into multiple areas of a document. For example, if the document properties include a doctor’s name, this name can be inserted into the title page, the footer, or anywhere else the name is used in the document. If a new doctor is assigned to a particular patient, the Doctor Name property can be updated on the document management server; this updated doctor name will be reflected in every instance of this property that has been inserted
It is also possible to configure a document template that includes control properties that will be used as content type metadata. Thus, using 2007 Office system client applications, such as
Office Word, Microsoft® Office Excel® and Microsoft® Office InfoPathusers to exploit the metadata structure present in SharePoint Server 2007.
It is also possible to use the Document Information Panel to utilise other SharePoint Server 2007
in and check-out
Integration between Excel 2007 and Excel® Services in Microsoft® Office SharePoint
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Word 2007 can also insert properties defined on the server into their . This allows the metadata columns, as planned in
to be placed into the
Document properties can be inserted into multiple areas of a document. For example, if the document properties include a doctor’s name, this name can be inserted into the title page, the
is used in the document. If a new doctor is assigned to a particular patient, the Doctor Name property can be updated on the document management server; this updated doctor name will be reflected in every instance of this property that has been inserted
It is also possible to configure a document template that includes control properties that will be Thus, using 2007 Office system client applications, such as
Office InfoPath®, it is possible for
It is also possible to use the Document Information Panel to utilise other SharePoint Server 2007
Office SharePoint®
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4 DEVELOP
The Develop phase involves developing the solution components that have been defined in the planning phase. This includes developing site hierarchies, navigation, pages, content types and audiences. sections. It is advised that a staging environment that mirrors the production environmefor development.
Figure 19 illustrates the critical components which an IT professional responsible for developing the SharePoint Server 2007 information architecture needs to
Create Site Collection
Develop Navigation
Develop Site Hierarchy
Add a Category to the Site Directory
Develop Pages
Master Pages
Develop Document Libraries
Create a Document Library
Develop Content Types
Create a Custom Document
Content Type
Develop Audiences
Import Profiles
Global Navigation
Delete Subsite
Figure 19: Sequence for Developing an Information Archi
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
The Develop phase involves developing the solution components that have been defined in the ncludes developing site hierarchies, navigation, pages, document libraries,
Each of these are discussed in greater detail in the following It is advised that a staging environment that mirrors the production environme
the critical components which an IT professional responsible for developing the SharePoint Server 2007 information architecture needs to follow.
Add a Category to the Site Directory
Master Pages Content Pages Page Layouts
Edit a Category in the Site Directory
Remove a Category from
the Site Directory
Create a Document Library
Configure Approval
Create a Custom Document
Content Type
Create Columns for the New
Custom Content Type
Import ProfilesCreate an Audience
Target Content
Global Navigation
Current Navigation
Breadcrumb Navigation Web Parts
Create Subsite
Delete SubsiteEdit Sites in the Site Directory
Approve or Reject Sites in
the Site Directory
Configure Check-Out
Configure Versioning
Associate a Content Type
with a Document Library
Implement and Update a Document Template
Remove a Site from the Site Directory
: Sequence for Developing an Information Architecture based on SharePoint Server 2007 and the 2007 Office S
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The Develop phase involves developing the solution components that have been defined in the document libraries,
Each of these are discussed in greater detail in the following It is advised that a staging environment that mirrors the production environment is used
the critical components which an IT professional responsible for developing the
Web Parts
Create Subsite Other Ways to Create Sites
Configure Versioning
Configure Information
Rights Management
Implement and
Document
Remove a Site from the Site
Configure Site Directory Settings
the 2007 Office System
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Recommendation
Develop the elements described in staging environment should match the production environment as closely as possible. The use of virtualisation software can be useful in
The following sections assumeappropriately configured. More can be found in Deployment for Office SharePoint Server 2007
4.1 Create Site Collection
Site Collection Site Hierarchy
It is assumed that a Web application has been created. This option was chosen when installing SharePoint Server 2007 Standard or Enterprise Edition. More information on creating Web applications applications (Windows SharePoint Ser
Use the information contained in the in the creation of each planned site collection. Each site collection will have an individual worksheet.
To create a site collection:
1. Click Start > All ProgramsAdministration.
2. On the top navigation bar, click
3. On the Application ManagementCreate site collection
4. On the Create Site Collectionin which the site collection is to be created on the drop-down menu.
24 Create or extend Web applications (Windows SharePoint Services) http://technet.microsoft.com/en-us/library/cc287954.aspx
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
evelop the elements described in Figure 19 in a staging environment. To achieve beststaging environment should match the production environment as closely as possible. The use of virtualisation software can be useful in staging environments, and can significantly reduce costs.
The following sections assume a staged environment has SharePoint Server 2007More information on deploying and configuring SharePoint Server 2007
Deployment for Office SharePoint Server 2007 {R5}.
Create Site Collection
DEVELOP
Navigation Web PagesDocument Libraries
Content Types
It is assumed that a Web application has been created. This is done automatically if the basic setup option was chosen when installing SharePoint Server 2007 Standard or Enterprise Edition. More information on creating Web applications manually can be found in Create or extend Web applications (Windows SharePoint Services)24.
contained in the Site Structure worksheets, completed in section in the creation of each planned site collection. Each site collection will have an individual
Programs > Administrative Tools > SharePoint Central
On the top navigation bar, click Application Management.
Management page, in the SharePoint Site ManagementCreate site collection.
Create Site Collection page, in the Web Application section, if the Web application
in which the site collection is to be created is not specified, click Change Web Applicationmenu.
Create or extend Web applications (Windows SharePoint Services) {R24}: us/library/cc287954.aspx
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in a staging environment. To achieve best results, the staging environment should match the production environment as closely as possible. The use of
environments, and can significantly reduce costs.
SharePoint Server 2007 deployed and SharePoint Server 2007
Content Types Audiences
done automatically if the basic setup option was chosen when installing SharePoint Server 2007 Standard or Enterprise Edition. More
Create or extend Web
worksheets, completed in section 3.2, to assist in the creation of each planned site collection. Each site collection will have an individual
Central
SharePoint Site Management section, click
section, if the Web application Change Web Application
Microsoft Office SharePoint Server 2007Version 1.0.0.0
5. If presented with the Selectsite collection will be created.
6. On the Create Site Collection
a. In the Title and Description The title should match the information entereStructure worksheet.
b. In the Web Site Address
c. In the Template Selectionappropriate tab, and then select the desired site template. templates that are available are listed in selected, a description for that template appears in the
d. In the Primary Site Collection AdministratorDOMAIN\username) for the user who will be the site collection administrator.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Select Web Application page, click the Web application in which the site collection will be created.
Create Site Collection page:
Title and Description section, enter a title and description for the site collection. title should match the information entered in the Site Collection
worksheet.
Web Site Address section, enter a URL.
Template Selection section, select a language from the dropappropriate tab, and then select the desired site template. The common default site
are available are listed in PART I of APPENDIX A. When a template is selected, a description for that template appears in the Template Selection
Primary Site Collection Administrator section, enter the user name (in the form username) for the user who will be the site collection administrator.
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page, click the Web application in which the
section, enter a title and description for the site collection. Site Collection column of the Site
from the drop-down list, click the common default site
When a template is Template Selection section.
section, enter the user name (in the form username) for the user who will be the site collection administrator.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
e. To identify a user as the secondary owner of the new top(recommended), in the user name for the secondary administrator of the site collection.
f. If quotas will be used to limit resource use for site collections, in the section, select a templa
7. Click OK. A top-level site will automatically be created.
8. Repeat this process until each site collection, as defined in the has been created.
4.2 Develop Site Hierarchy
Site Collection Site Hierarchy
A site hierarchy can be developed From the Site Actions menu, it is possible to create and delete subsite(s).
A Site Directory provides a central location from which administrators can view, manage, and access all of the Web sites that are associated with a portal site. From a Site Directory site, administrators can view both the portal structure and individual sitreject new sites, and edit or delete site links.
The Site Directory also enables administrators to the Site Classification and Site Structurecategories which group sites. site. It is possible to modify a site Directory.
4.2.1 Add a Category
When a new site is created, as outlined in section using the categorisation(s) that recorded in section 3.2 to assist in creating Site Directory categories. Directory categories can be found in{R4}.
To add a category to the Site Directory:
1. On the home page, click
2. On the Site Actions menu
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
To identify a user as the secondary owner of the new top-level Web site mended), in the Secondary Site Collection Administrator
user name for the secondary administrator of the site collection.
If quotas will be used to limit resource use for site collections, in the a template from the Select a quota template list.
level site will automatically be created.
Repeat this process until each site collection, as defined in the Site Structure
Hierarchy
DEVELOP
Navigation Web PagesDocument Libraries
Content Types
developed through the Site Actions menu and the use of the Site Directory. it is possible to create and delete subsite(s).
Site Directory provides a central location from which administrators can view, manage, and access all of the Web sites that are associated with a portal site. From a Site Directory site, administrators can view both the portal structure and individual sites within the portal, approve or reject new sites, and edit or delete site links.
The Site Directory also enables administrators to develop the chosen site hierarchySite Structure worksheets. This is made possible through the use of
Categories allow users to easily navigate to all sites within a portal It is possible to modify a site hierarchy by adding, editing or deleting categories in the Site
a Category to the Site Directory
When a new site is created, as outlined in section 4.2.4, it will be possible to categorise the site that are added to the Site Directory. Use the information that was
to assist in creating Site Directory categories. More information on Site egories can be found in the Microsoft Office SharePoint Server 2007 product guide
To add a category to the Site Directory:
click the Sites link on the top navigation bar to open the Site Directory.
menu at the top-right of the page, click Edit Page.
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level Web site section, enter the
If quotas will be used to limit resource use for site collections, in the Quota Template
Site Structure worksheet,
Content Types Audiences
through the Site Actions menu and the use of the Site Directory.
Site Directory provides a central location from which administrators can view, manage, and access all of the Web sites that are associated with a portal site. From a Site Directory site,
es within the portal, approve or
hierarchy, as recorded in ble through the use of
allow users to easily navigate to all sites within a portal by adding, editing or deleting categories in the Site
, it will be possible to categorise the site Use the information that was
More information on Site Microsoft Office SharePoint Server 2007 product guide
to open the Site Directory.
.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3. In the editable version of the Site Directory page, iNew Category.
4. On the Create Column
a. Type a name for the new category in the Organisation Unit/Department/Topic/Project/Personalised view). Also ensure that the Choice (menu to c
b. Type a description of the category into the
c. Specify whether or not (for example, the organisational units).
d. Use the options and text box to decide how the choices will be displayed, if choices can be filled in by the user
e. If the new category is to be added to the default view, select the option.
5. Click OK. The new category Site Directory page.
6. Repeat the above steps for all site classifications defined in the worksheet.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
version of the Site Directory page, in the Categories section, click
Column page:
ype a name for the new category in the Column name text box (for example Organisation Unit/Department/Topic/Project/Personalised view). Also ensure that the
(menu to choose from) option is selected.
Type a description of the category into the Description text box.
whether or not the column contains information and enter the (for example, the organisational units).
and text box to decide how the choices will be displayed, if choices can by the user and what the default value is.
If the new category is to be added to the default view, select the Add to default view
. The new category (for example, Organisational Unit) will now be shown on t
Repeat the above steps for all site classifications defined in the Site Classification
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section, click Create
box (for example Organisation Unit/Department/Topic/Project/Personalised view). Also ensure that the
the column contains information and enter the desired choices
and text box to decide how the choices will be displayed, if choices can
Add to default view
ll now be shown on the
Site Classification
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.2.2 Edit a Category
Modifying a category in the Site Dirmade available to users when theorganisational unit, it would be possible to modify an existing category (named ‘Organisational Unit’ and Department’. Use the information that was recorded in section Directory categories.
To modify a category in the Site Directory:
1. On the home page, click
2. On the Site Actions menu, click
3. In the editable version of the Site Directory page, and Categories.
4. On the Settings menu, click
5. On the Customize Sitesexample, Region).
6. On the Change Column:Sites
a. Type a new name for the category iUnit/Topic/Personalised view
b. Type a new description of the category into the
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Edit a Category in the Site Directory
in the Site Directory allows the site hierarchy, as defined in section when they classify a site. For example, if sites are to be classified by
nit, it would be possible to modify an existing category (such as,‘Organisational Unit’ and to have values of ‘Cardiology Department’ and ‘Haematology
Use the information that was recorded in section 3.2 to assist in creating Site
To modify a category in the Site Directory:
On the home page, click the Sites link on the top navigation bar to open the Site Directory.
menu, click Edit Page.
version of the Site Directory page, in the Categories section,
menu, click List Settings.
Customize Sites page, in the Columns section, click the category to edit (for
Change Column:Sites page:
me for the category in the Column name box (for exampleUnit/Topic/Personalised view/Project).
iption of the category into the Description text box
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, as defined in section 3.2, to be if sites are to be classified by
such as, Region) to be have values of ‘Cardiology Department’ and ‘Haematology
to assist in creating Site
to open the Site Directory.
section, click Edit Sites
section, click the category to edit (for
box (for example, Organisation
text box.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
c. Specify if the column contains inorganisational units Cardiology and Radiology
d. Use the options and text box to decide how the choices will be displayed, if choices can be filled in by the user
7. Click OK to save the changes.
4.2.3 Remove a Category
Removing a category in the Site Directory allows the site made available to users when they classify a site. For example, if sites are to be classified by organisational unit, it would be possible to remove any unwanted existing categories (Division). When a new site is created, remaining classifications. Use the information that was recorded in section Site Directory categories.
Note
Removing a category will not delete any sites. However, it may leave some sites unclassified. For more information on classifying existing sites by site25.
To remove a category from the Site Directory:
1. On the home page, click
2. On the Site Actions menu, click
3. In the editable version of the Site Directory page, in the and Categories.
25 Add a link to an existing site {R25}:http://office.microsoft.com/en-us/sharepointserver/HA10090631
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Specify if the column contains information and enter the choices (for example, organisational units Cardiology and Radiology)
and text box to decide how the choices will be displayed, if choices can by the user and what the default value is.
to save the changes.
Remove a Category from the Site Directory
Removing a category in the Site Directory allows the site hierarchy, as defined in section made available to users when they classify a site. For example, if sites are to be classified by
nit, it would be possible to remove any unwanted existing categories (When a new site is created, users will only be able to categorise sites according the
Use the information that was recorded in section 3.2
Removing a category will not delete any sites. However, it may leave some sites unclassified. For more classifying existing sites by adding them to the Site Directory, see Add a link to an existing
ove a category from the Site Directory:
On the home page, click the Sites link on the top navigation bar to open the Site Directory.
menu, click Edit Page.
version of the Site Directory page, in the Categories section, c
us/sharepointserver/HA100906311033.aspx?pid=CH100963401033
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formation and enter the choices (for example, the
and text box to decide how the choices will be displayed, if choices can
, as defined in section 3.2, to be made available to users when they classify a site. For example, if sites are to be classified by
nit, it would be possible to remove any unwanted existing categories (for example, e sites according the
to assist in creating
Removing a category will not delete any sites. However, it may leave some sites unclassified. For more Add a link to an existing
to open the Site Directory.
section, click Edit Sites
1033.aspx?pid=CH100963401033
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4. On the Settings menu, click
5. On the Customize Sitesexample, Region).
6. On the Change Column: Sites
7. Repeat the above steps for all categoriesin the Site Classification
4.2.4 Create Subsite
Subsites are created within topCentral Administration. Use the subsites, including any rollup sites that have been plannedworksheet describes a subsite.
To create a subsite:
1. Navigate to the locationhttp://moss.contoso.com
2. Perform one of the following
� On the Site Actions
� Click View All Site Content
3. Under Web Pages, click
4. On the New SharePoint Site page, i
a. Type a title for the new site. The tisubsite Web page and in navigational elements that help users to find and open the site.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
menu, click List Settings.
Customize Sites page, in the Columns section, click the category to delete (for
Change Column: Sites page, click Delete.
above steps for all categories that do not match the site classification recorded Site Classification worksheet.
Subsites are created within top-level sites and subsites and cannot be created within SharePoint Use the Site Structure worksheet created in section 3.2
, including any rollup sites that have been planned. Each row in the Site Structureworksheet describes a subsite.
Navigate to the location of the existing site, for example, the site collection URL of contoso.com/ as created in section 4.1.
one of the following actions:
Site Actions menu, click Create.
View All Site Content and then click Create.
, click Sites and Workspaces.
On the New SharePoint Site page, in the Title and Description section
ype a title for the new site. The title is a required field and appears at the top of the Web page and in navigational elements that help users to find and open the
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section, click the category to delete (for
match the site classification recorded
cannot be created within SharePoint 3.2 to assist in creating Site Structure
of the existing site, for example, the site collection URL of
section:
appears at the top of the Web page and in navigational elements that help users to find and open the
Microsoft Office SharePoint Server 2007Version 1.0.0.0
b. Enter information describing the the Purpose column from the at the top of the subsite site.
5. In the Web Site Addressautomatically provided.
Tip
To avoid potential problems with updating or modifying the site, do not enter any of the following special characters as part of the URL
6. In the Template Selectionselect the desired site template. listed in PART I of APPENDIX Atemplate appears in the
Note
If the required site template is not availablethe site collection level
7. In the Permissions section,
� Use same permissions as parent site new site.
� Use Unique Permissions
Note
Unique permissions can be configured after all on the New SharePoint Site
8. In the Navigation section, select whether Launch navigation area
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Enter information describing the purpose of the new site in the Descriptioncolumn from the Site Structure worksheet to help. The description appears
subsite Web page and helps users understand the purpose of the new
Web Site Address section, type a URL for the new site. The first part of the URL iautomatically provided.
To avoid potential problems with updating or modifying the site, do not enter any of the following special characters as part of the URL: / \\ : * ? " < > | # \t { } %
Template Selection section, select a language, click the appropriate tab, and then select the desired site template. The common default site templates that
APPENDIX A. When a template is selected, a description for that template appears in the Template Selection section.
site template is not available, the Publishing feature may not havethe site collection level, see section 3.3.3 for more information.
section, select one of the following options:
Use same permissions as parent site if the users of the parent site are to access the
Use Unique Permissions to configure different permissions.
Unique permissions can be configured after all the appropriate information has been entered New SharePoint Site page.
section, select whether or not the new subsite will be visible in the area of the parent site or in the top link bar.
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Description box. Use The description appears
Web page and helps users understand the purpose of the new
section, type a URL for the new site. The first part of the URL is
To avoid potential problems with updating or modifying the site, do not enter any of the following
a language, click the appropriate tab, and then that are available are
. When a template is selected, a description for that
may not have been activated at
if the users of the parent site are to access the
appropriate information has been entered
ill be visible in the Quick
Microsoft Office SharePoint Server 2007Version 1.0.0.0
By default, the Quick Launch is displayed on the left side of most userbelow the View All Site Contenttabs across the top of all pages.
9. In the Navigation Inheritancefrom the parent site, or bar.
Note
This setting also affects whether of the parent site.
10. In the Site Categories Note
The options below will only be presented if a Site collection. The Division and Region categories Server 2007 and will be present if the Site Directory categories havein sections 4.2.1, 4.2.2
a. Specify whether or not on the Site Directory template.
b. If the new subsite will be listed in the site directory, use the Division and Region
11. Click Create. If the new subsite will have the same permission as its parent site, the new site will be created. If the new subsite will have unique permissions, the Set Up Groups for this Site page appears
12. If the Set Up Groups for this Site
a. Select whether to create new groups or use existing groups for visitors, members, and owners of this site
� If Create a new group the new SharePoint group, or type a new name, and add the appropriate people. Click the check mark icon to verify any names that are typed, or click the Address Book icon to browse more names.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
By default, the Quick Launch is displayed on the left side of most user-facing pages directly View All Site Content link. The top link bar appears as one or more hyperlinked
tabs across the top of all pages.
Navigation Inheritance section, select Yes if the new site will inherit its top link bar or select No if the new site will have its own set of links on the top link
This setting also affects whether or not the new site appears as part of the breadcrumb navigation
Site Categories section:
The options below will only be presented if a Site Directory site was created when creating the site The Division and Region categories are example categories that come with SharePoint
will be present if the Site Directory categories have not been modified, as outlined 4.2.2 and 4.2.3.
or not the new subsite will be visible in the site directory; a site based on the Site Directory template.
If the new subsite will be listed in the site directory, use the options Region of the subsite.
. If the new subsite will have the same permission as its parent site, the new site will be created. If the new subsite will have unique permissions, the Set Up Groups for
pears, where it is possible to set up groups for the subsite.
Set Up Groups for this Site page appears:
to create new groups or use existing groups for visitors, members, and and complete the required information:
Create a new group is selected, either accept the automatically created name for the new SharePoint group, or type a new name, and add the appropriate people. Click the check mark icon to verify any names that are typed, or click the Address Book icon to browse more names.
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facing pages directly link. The top link bar appears as one or more hyperlinked
the new site will inherit its top link bar n set of links on the top link
the new site appears as part of the breadcrumb navigation
Directory site was created when creating the site are example categories that come with SharePoint
t been modified, as outlined
the new subsite will be visible in the site directory; a site based
to specify the
. If the new subsite will have the same permission as its parent site, the new site will be created. If the new subsite will have unique permissions, the Set Up Groups for
it is possible to set up groups for the subsite.
to create new groups or use existing groups for visitors, members, and
either accept the automatically created name for the new SharePoint group, or type a new name, and add the appropriate people. Click the check mark icon to verify any names that are typed, or click the Address
Microsoft Office SharePoint Server 2007Version 1.0.0.0
In the Visitors to this Siteto the Visitors group, which provides the group members with permission to read the content on the site, by default.
� If Use an existing group the list.
If there are several SharePoint groups, the list may be abbreviated. Click see the full list.
b. Click OK.
13. Repeat this process until each subbeen created.
A hierarchy will automatically be created depending on the location of the site in which the above steps are performed. For example, if within ‘newsitecollection > subsite’ and a new site is created it will create a three tiered hierarchy of ‘newsitecolle
When a new site is created, as outlined above it will be possible to categorise the site in the Directory. This will help with site classification.
4.2.5 Other Ways to Create Sites
Administrators or developers can create sit
� Using a command-line operationsites command and parameters. For more information, see or a Site Collection26.
� Programmatically. For more information, see the Microsoft(WSS) Developer Center
� With a compatible Web design programUsing a Web design program that is compatible with WSS allows the creation and customisation of sites. For more inform
26 How to: Create or Delete a Site or a Site Collect
27 Windows SharePoint Services Developer Center
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
tors to this Site section, it is also possible to add all authenticated users to the Visitors group, which provides the group members with permission to read the content on the site, by default.
Use an existing group is selected, select the appropriate SharePoint group from
If there are several SharePoint groups, the list may be abbreviated. Click see the full list.
Repeat this process until each subsite, as planned for in the Site Structure
omatically be created depending on the location of the site in which the above steps are performed. For example, if within ‘newsitecollection > subsite’ and a new site is created it will create a three tiered hierarchy of ‘newsitecollection > subsite > subsubsite’.
When a new site is created, as outlined above it will be possible to categorise the site in the This will help with site classification.
Other Ways to Create Sites
Administrators or developers can create sites:
line operation. Administrators can create sites by using the create sites command and parameters. For more information, see How to: Create or Delete a Site
. For more information, see the Microsoft Windows SharePoint Services (WSS) Developer Center27.
With a compatible Web design program, for example, Office SharePoint Designer 2007. Using a Web design program that is compatible with WSS allows the creation and customisation of sites. For more information, see Help in the program.
How to: Create or Delete a Site or a Site Collection {R26}: http://msdn2.microsoft.com/en-gb/library/ms448720.aspx
Windows SharePoint Services Developer Center {R27}: http://msdn2.microsoft.com/en-us/sharepoint/default.aspx
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section, it is also possible to add all authenticated users to the Visitors group, which provides the group members with permission to read
SharePoint group from
If there are several SharePoint groups, the list may be abbreviated. Click More... to
Site Structure worksheet, has
omatically be created depending on the location of the site in which the above steps are performed. For example, if within ‘newsitecollection > subsite’ and a new site is created it
ction > subsite > subsubsite’.
When a new site is created, as outlined above it will be possible to categorise the site in the Site
. Administrators can create sites by using the create How to: Create or Delete a Site
Windows SharePoint Services
SharePoint Designer 2007. Using a Web design program that is compatible with WSS allows the creation and
gb/library/ms448720.aspx
us/sharepoint/default.aspx
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.2.6 Delete Subsite
When a site collection is created, depending on the template used, one or more subsites may have been automatically created. Use the subsites that should be deleted.
To delete a subsite:
1. On the Site Actions menu, c
2. In the right-hand pane,
3. On the Actions menu, click
4. Repeat the above steps for all sites that are not required.
4.2.7 Edit Sites in the Site Directory
From the Site Directory, site administrators can edit a site by changing the site name, movingto another location, or changing permissions for a site.
The Template column of the Site Structurethe Site Directory template. The what links require editing.
To edit a site in a Site Directory:
1. On the home page, click
2. In the Site Directory, click
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
When a site collection is created, depending on the template used, one or more subsites may have automatically created. Use the Site Structure worksheet created in section
subsites that should be deleted.
menu, click Manage Content and Structure.
hand pane, select the subsites to be deleted (for example, Document Center).
menu, click Delete.
steps for all sites that are not required.
in the Site Directory
From the Site Directory, site administrators can edit a site by changing the site name, movingto another location, or changing permissions for a site.
Site Structure worksheet will help determine which sites are based on the Site Directory template. The Notes column of the Site Structure worksheet will help determ
To edit a site in a Site Directory:
click the Sites link on the top navigation bar to open the Site Directory.
In the Site Directory, click View All Site Content.
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When a site collection is created, depending on the template used, one or more subsites may have worksheet created in section 3.2 to identify
(for example, Document Center).
From the Site Directory, site administrators can edit a site by changing the site name, moving a site
worksheet will help determine which sites are based on worksheet will help determine
open the Site Directory.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3. Click the Sites folder.
4. Point to the site that needs to the menu displays.
5. To make changes to the site name or location, click
6. On the Edit Sites page
� In the Title section
� In the Description
� Classify the site by selecting created.
� In the URL section, use the textthe site.
� In the Top Site section, specify
� In the Tasks and Tools
� In the Owner section
� From Link Status status:
� OK
� Broken
� Indeterminate
7. Click OK to save the changes.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
needs to be edited and click the drop-down arrow that appears
To make changes to the site name or location, click Edit Item.
On the Edit Sites page, modify the site appropriately:
section, type a new name for the site.
Description section, type a new description for the site.
by selecting the appropriate categories that have previously
section, use the text boxes to specify the Web address and
section, specify whether or not the site is a top-level site
Tasks and Tools section, specify whether or not the site is a top task
section, type the user name of the owner of the site.
Link Status drop-down menu, select one of the following to categorise the
Indeterminate
to save the changes.
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arrow that appears so that
previously been
eb address and description for
level site.
the site is a top task.
one of the following to categorise the link
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.2.8 Approve or Reject Sites
Sites that are added by administrators are approved by default. Sites that are added by others are set to Pending and must be approved or rejected by a site administrator.
In the Content Authoring and Approvalapproved or rejected by administrators.
To approve or reject a site in the Site Directory:
1. On the home page, click the
2. In the Site Directory, click
3. Click the Sites folder.
4. Point to the site that needs to appears so that the menu displays.
5. On the menu, click Approve/reject
6. On the Approve/Reject
� To approve the site,
� To reject the site, select
� To leave the site pending, approved or rejected
4.2.9 Remove a Site
To remove a site from the Site Directory:
1. On the home page, click the
2. In the Site Directory, click
3. Click the Sites folder.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Approve or Reject Sites from the Site Directory
Sites that are added by administrators are approved by default. Sites that are added by others are and must be approved or rejected by a site administrator.
Content Authoring and Approval worksheet, use the Notes column to find out ifdministrators.
To approve or reject a site in the Site Directory:
On the home page, click the Sites link on the top navigation bar to open the Site Directory.
In the Site Directory, click View All Site Content.
folder.
needs to be approved or rejected, and click the dropappears so that the menu displays.
Approve/reject.
Reject page, in the Approval Status section, do one of the following
To approve the site, select the Approved option
select the Rejected option
To leave the site pending, select the Pending option. This will allow the site to be approved or rejected
Remove a Site from the Site Directory
To remove a site from the Site Directory:
On the home page, click the Sites link on the top navigation bar to open the Site Directory.
In the Site Directory, click View All Site Content.
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Sites that are added by administrators are approved by default. Sites that are added by others are
column to find out if sites will be
link on the top navigation bar to open the Site Directory.
drop-down arrow that
e of the following:
. This will allow the site to be
link on the top navigation bar to open the Site Directory.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4. Point to the site that is to menu displays.
5. On the menu, click Delete Item
6. When the confirmation message appears, click
4.2.10 Configure Site Directory
It is possible to configure Site Directadded to the Site Directory. It is also possible to force the site creator to describe the site by selecting at least one value from onecreated, it is correctly classified.
To configure Site Directory settings:
1. Navigate to the top-level site of the site collection (for example,
2. On the Site Actions menu, c
3. On the Site Settings page, under settings.
4. On the Site Directory Settings Enforce listing new sites in Site Directory
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
is to be deleted and click the drop-down arrow that appears so that the
Delete Item.
When the confirmation message appears, click OK to remove the site.
Site Directory Settings
It is possible to configure Site Directory settings so that every site that is addedadded to the Site Directory. It is also possible to force the site creator to describe the site by selecting at least one value from one, or all, categories. This will ensure that when a new s
it is correctly classified.
To configure Site Directory settings:
level site of the site collection (for example, http://moss.
menu, click Site Settings > Modify All Site Settings
page, under Site Collection Administration, click
Site Directory Settings page, in the Site Creation Metadata section, select the Enforce listing new sites in Site Directory option.
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arrow that appears so that the
ory settings so that every site that is added, is automatically added to the Site Directory. It is also possible to force the site creator to describe the site by
categories. This will ensure that when a new site is
http://moss.contoso.com/).
Modify All Site Settings.
click Site directory
section, select the
Microsoft Office SharePoint Server 2007Version 1.0.0.0
5. Specify how many categorisations users must apply when creating a site.
6. Click OK.
4.3 Develop Navigation
Site Collection Site Hierarchy
4.3.1 Global Navigation
Global navigation (or ‘top link bar’) SharePoint Server 2007 portal. By default, all subsites one level below the topsite are added to the global navigation. Thus to are required.
However, it is possible to configure global navigation. section 3.4.1.1 to assist.
Important
Depending on which site template the site collectionthe links described in the procedures in the sections below will vary.
For example, the Site Actions menu will be one of the following:
Figure 20: Site Actions Menu – Small Version
4.3.1.1 Add, Edit or Delete
Use the information that was recorded in section delete from global navigation on each site.
To add, edit or delete a site from the global navigation:
1. Navigate to the top-level site of the site created in section 4.1.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
categorisations users must apply when creating a site.
avigation
DEVELOP
Navigation Web PagesDocument Libraries
Content Types
Global Navigation
op link bar’) helps form the master page(s) that are used throughout a portal. By default, all subsites one level below the top-
site are added to the global navigation. Thus to develop and implement global navigation no steps
However, it is possible to configure global navigation. Use the information that was recorded in
Depending on which site template the site collection and site has been created from, the links described in the procedures in the sections below will vary.
For example, the Site Actions menu will be one of the following:
Small Version Figure 21: Site Actions Menu – Large Version
elete Site From Global Navigation
Use the information that was recorded in section 3.4.1.1 to help determine what sites to add, edit or delete from global navigation on each site.
To add, edit or delete a site from the global navigation:
level site of the site collection, for example, http://moss.
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categorisations users must apply when creating a site.
Content Types Audiences
helps form the master page(s) that are used throughout a -level site of a portal
implement global navigation no steps
information that was recorded in
has been created from, the appearance of
help determine what sites to add, edit or
http://moss.contoso.com/ as
Microsoft Office SharePoint Server 2007Version 1.0.0.0
2. On the Site Actions menu, click Modify All Site Settings
3. Click the appropriate link:
� Under Look and Feel
� Under Look and Feel
4. If presented, do one of the following:
� To add a new link, click possible to link to specified external sites
� To edit a link, click the
� To delete a link, click the
Alternatively, in the Global Navigationbelow the current siteheading:
� To add a new link, Add Link. Type the Link dialog box.
� To add a new heading, click audience for the heading in the
� To edit a customised link, click Note
It is not possible to edit the links that are automatically created (for example, a News from the Site Navigation Settings page. Instead, navigate to the Site Settings page of the subsite (for example, description, and
� To hide a link, click the appropriate site and click
� To delete a custom link or heading, click Navigation (or top
5. Click OK.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
menu, click Site Settings. If presented with a larger menu, Modify All Site Settings.
lick the appropriate link:
Look and Feel, click Top link bar
Look and Feel, click Navigation
If presented, do one of the following:
To add a new link, click New Link. Type the URL and a description for the link. It is possible to link to specified external sites, or pages that are anywhere in the portal site.
To edit a link, click the Edit button . Make any necessary changes to the description.
To delete a link, click the Edit button , and then click Delete.
Global Navigation section, select the Display the navigation items below the current site option. Then do one of the following under the Global Navigation
To add a new link, which will appear below any Headings that have been created,. Type the title, URL, description and audience for the link in the
To add a new heading, click Add Heading. Type the title, URL, description and audience for the heading in the Navigation Link dialog box.
To edit a customised link, click Edit.
It is not possible to edit the links that are automatically created (for example, a News from the Site Navigation Settings page. Instead, navigate to the Site Settings page of the subsite (for example, http://moss.contoso.com/subsite) and under Look and Feel
and icon.
To hide a link, click the appropriate site and click Hide.
To delete a custom link or heading, click Delete. When a link is deleted from the Global op link bar), any links contained under that link are also deleted.
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. If presented with a larger menu, also click
. Type the URL and a description for the link. It is or pages that are anywhere in the portal site.
. Make any necessary changes to the description.
Display the navigation items Global Navigation
any Headings that have been created, click iption and audience for the link in the Navigation
itle, URL, description and
It is not possible to edit the links that are automatically created (for example, a News subsite) from the Site Navigation Settings page. Instead, navigate to the Site Settings page of the
ok and Feel, click Title,
When a link is deleted from the Global that link are also deleted.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.3.1.2 Configure Order of
The information recorded in section navigation for each site.
To manually configure the order of sites within global navigation:
1. Navigate to the top-level site of the site collection, for example, created in section 4.1.
2. On the Site Actions menu, clickModify All Site Settings
3. Click the appropriate link:
� Under Look and Feel
� Under Look and Feel
4. Do one of the following:
� If within a Top Link Bar page, cdrop-down lists to change the order in which the links appear on the top link bar.
� If within a Site Navigation Settings manually option. Use the the Global Navigation
5. Click OK.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
rder of Sites In Global Navigation
he information recorded in section 3.4.1.1 will help determine the order of sites in global
To manually configure the order of sites within global navigation:
level site of the site collection, for example, http://moss.
menu, click Site Settings. If presented with a larger menu, Modify All Site Settings.
lick the appropriate link:
Look and Feel, click Top link bar
Look and Feel, click Navigation
Do one of the following:
If within a Top Link Bar page, click Change Order. In the Link Orderto change the order in which the links appear on the top link bar.
Site Navigation Settings page, in the Sorting section, select . Use the Move Up and Move Down buttons to organise links under
Global Navigation heading.
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tes in global
moss.contoso.com/ as
If presented with a larger menu, also click
Link Order section, use the to change the order in which the links appear on the top link bar.
select the Sort buttons to organise links under
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.3.1.3 Unique Global
The information recorded in section global navigation and what the unique global navigation should be
To allow unique global navigation
1. Navigate to the subsite, for example, 4.2.4.
2. On the Site Actions menu, click Modify All Site Settings
3. Click the appropriate link:
� Under Look and Feel
� Under Look and Feel
4. If presented, click Stop Inheriting Links
� To add a new link, click possible to link to specified external sites
� To edit a link, click the
� To delete a link, click the
Alternatively, do one of the following under the
� To add a new link, Add Link. Type the Link dialog box.
� To add a new heading, click audience for the heading in the
� To edit a customised link, click Note
It is not possible to edit the links that are automatically created (for example, a News Subfrom the Site Navigation Settings navigate to the Site Settings page of the subsite (for example,
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
lobal Navigation
The information recorded in section 3.4.1.1 will help determine which subsite should have unique global navigation and what the unique global navigation should be.
To allow unique global navigation for a subsite:
Navigate to the subsite, for example, http://moss.contoso.com/site, as created in section
menu, click Site Settings. If presented with a larger menu, All Site Settings.
lick the appropriate link:
Look and Feel, click Top link bar
Look and Feel, click Navigation
Stop Inheriting Links and do one of the following:
To add a new link, click New Link. Type the URL and a description for the link. It is possible to link to specified external sites, or pages that are anywhere in the portal site.
To edit a link, click the Edit button . Make any necessary changes to the description.
To delete a link, click the Edit button , and then click Delete.
Alternatively, do one of the following under the Global Navigation heading:
To add a new link, which will appear below any Headings that have been created, . Type the title, URL, description and audience for the link in the
To add a new heading, click Add Heading. Type the title, URL, description and audience for the heading in the Navigation Link dialog box.
To edit a customised link, click Edit.
It is not possible to edit the links that are automatically created (for example, a News Sube Navigation Settings page. To edit the links that are automatically created,
navigate to the Site Settings page of the subsite (for example,
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should have unique
, as created in section
If presented with a larger menu, also click
. Type the URL and a description for the link. It is or pages that are anywhere in the portal site.
. Make any necessary changes to the description.
heading:
which will appear below any Headings that have been created, click itle, URL, description and audience for the link in the Navigation
itle, URL, description and
It is not possible to edit the links that are automatically created (for example, a News Sub-site) To edit the links that are automatically created,
Microsoft Office SharePoint Server 2007Version 1.0.0.0
http://moss.contoso.comicon.
� To hide a link, click the appropriate site and click
� To delete a custom link or heading, click Navigation (or top
5. Click OK.
By using Office SharePoint Designerfunctionality of global navigation. For example,
� Customise CSSs
� Modify the data sourceglobal navigation.
� Modify the menu style of the navigation. For example, fly
For more information, see Get started with basic site customizations
4.3.2 Current Navigation
Current navigation (or ‘Quick Launch’) helps form the master page(s) that are used throughout a SharePoint Server 2007 portal. By default, current navigation shows a site's pages and its sibling sites; the sites that share the same parent site. Thus tono steps are required.
However, it is possible to configure current navigation. section 3.4.1.2 to assist.
Note
Depending on which site template the site collection has been created from, the links described in the procedures in the sections below will vary.
4.3.2.1 Add, Edit or Delete a
Use the information that was recorded in section delete from current navigation on each site.
To add, edit or delete a site from the current navigation:
1. Navigate to the site which requires custom current navigation, for example, http://moss.contoso.com
2. On the Site Actions menu, click Modify All Site Settings
28 Get started with basic site customizationshttp://office.microsoft.com/en-us/sharepointdesigner/HA101741431033.aspx?pid=CH100667691033
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
contoso.com/subsite) and under Look and Feel, click Title,
To hide a link, click the appropriate site and click Hide.
To delete a custom link or heading, click Delete. When a link is deleted from Global op link bar), any links contained under that link are also deleted.
arePoint Designer 2007, it is possible to further customise the appearance and functionality of global navigation. For example, it is possible to:
Modify the data source. For example, it is possible to trim the number of sites shown in
Modify the menu style of the navigation. For example, fly-out menus can be selected.
Get started with basic site customizations28.
Current Navigation
‘Quick Launch’) helps form the master page(s) that are used throughout a portal. By default, current navigation shows a site's pages and its sibling
sites; the sites that share the same parent site. Thus to develop and implement curr
However, it is possible to configure current navigation. Use the information that was recorded in
Depending on which site template the site collection has been created from, the links described in the procedures in the sections below will vary.
elete a Site from Current Navigation
Use the information that was recorded in section 3.4.1.2 to help determine what sites to add, edit or delete from current navigation on each site.
To add, edit or delete a site from the current navigation:
to the site which requires custom current navigation, for example, contoso.com/ as created in section 4.2.4.
menu, click Site Settings. If presented with a larger menu, Modify All Site Settings.
Get started with basic site customizations {R28}: us/sharepointdesigner/HA101741431033.aspx?pid=CH100667691033
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, description, and
When a link is deleted from Global ar), any links contained under that link are also deleted.
e the appearance and
to trim the number of sites shown in
can be selected.
‘Quick Launch’) helps form the master page(s) that are used throughout a portal. By default, current navigation shows a site's pages and its sibling
implement current navigation
Use the information that was recorded in
Depending on which site template the site collection has been created from, the links described in the
to help determine what sites to add, edit or
to the site which requires custom current navigation, for example,
If presented with a larger menu, also click
us/sharepointdesigner/HA101741431033.aspx?pid=CH100667691033
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3. Click the appropriate link:
� Under Look and Feel
� Under Look and Feel
4. If presented, do one of the following:
� To add a new link, New Link. Type the URL and a description for the link. Select the heading the new link will appear under from the
� To edit a link, click the and the heading under which the link w
� To remove a link, click the
� To add a new heading, click
� To edit a heading, click the description.
� To remove a heading, click the
Alternatively, do one of the following under the
� To add a new link, Add Link. Type the Link dialog box.
� To add a new heading, click audience for the heading in the
� To edit a customised link, click Note
It is not possible to edit the links that are automatically created (for example, a News from the Site Navigation Settings page. Instead, navigate tosubsite (for example, description, and
� To hide a link, click the appropriate site and click
� To delete a custom link, click Navigation (or Quick Launch), any links contained under that heading are also deleted.
5. Click OK.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
lick the appropriate link:
Look and Feel, click Quick Launch
Look and Feel, click Navigation
If presented, do one of the following:
To add a new link, which will appear below any Headings that have been created, . Type the URL and a description for the link. Select the heading the new link
will appear under from the Heading drop-down box.
To edit a link, click the Edit button . Make any necessary changes to the description and the heading under which the link will appear.
To remove a link, click the Edit button , and then click Delete.
To add a new heading, click New Heading. Type the URL and a description for the link.
To edit a heading, click the Edit button . Make any necessary changes to the
To remove a heading, click the Edit button , and then click Delete
Alternatively, do one of the following under the Current Navigation heading:
To add a new link, which will appear below any Headings that have been created, . Type the title, URL, description and audience for the link in the
To add a new heading, click Add Heading. Type the title, URL, description and e for the heading in the Navigation Link dialog box.
To edit a customised link, click Edit.
It is not possible to edit the links that are automatically created (for example, a News from the Site Navigation Settings page. Instead, navigate to the Site Settings page of the subsite (for example, http://moss.contoso.com/subsite) and under Look and Feel
and icon.
To hide a link, click the appropriate site and click Hide.
To delete a custom link, click Delete. When a heading is deleted from the Current Navigation (or Quick Launch), any links contained under that heading are also deleted.
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which will appear below any Headings that have been created, click . Type the URL and a description for the link. Select the heading the new link
. Make any necessary changes to the description
. Type the URL and a description for the link.
. Make any necessary changes to the
Delete.
heading:
which will appear below any Headings that have been created, click itle, URL, description and audience for the link in the Navigation
itle, URL, description and
It is not possible to edit the links that are automatically created (for example, a News subsite) the Site Settings page of the
Look and Feel, click Title,
heading is deleted from the Current Navigation (or Quick Launch), any links contained under that heading are also deleted.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.3.2.2 Configure Order of
The information recorded in section navigation for each site.
To manually configure the order of sites within current navigation:
1. Navigate to the site which requires custom cur
2. On the Site Actions menu, click Modify All Site Settings
3. Click the appropriate link:
� Under Look and Feel
� Under Look and Feel
4. Do one of the following:
� If within a Quick Launchdrop-down lists to change the order in which the links appear on the Quick Launch bar.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
rder of Sites in Current Navigation
The information recorded in section 3.4.1.2 will help determine the order of sites in cur
To manually configure the order of sites within current navigation:
Navigate to the site which requires custom current navigation.
menu, click Site Settings. If presented with a larger menu, Modify All Site Settings.
lick the appropriate link:
Look and Feel, click Quick Launch
Look and Feel, click Navigation
of the following:
If within a Quick Launch page, click Change Order. In the Link Orderto change the order in which the links appear on the Quick Launch bar.
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will help determine the order of sites in current
If presented with a larger menu, also click
Link Order section, use the to change the order in which the links appear on the Quick Launch bar.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
� If within a Site Navigation Settingsmanually option. Use the the Current Navigation
5. Click OK.
4.3.2.3 Unique Current
The information recorded in section current navigation.
To configure a subsite to not inherit current navigation settings from
1. Navigate to the subsite.
2. On the Site Actions menu, click Modify All Site Settings
3. Click the appropriate link:
� Under Look and Feel
� Under Look and Feel
4. If presented with the Current Navigation
� To display the current site, its siblings and the items below the current site, select the Display the current site, the navigation items below the current, and the current site’s siblings option.
� To display only the navigation items below the current site, select the navigation items below the current site
Alternatively, if presented with the the Navigation Editing and Sor
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Site Navigation Settings page, in the Sorting section, select . Use the Move Up and Move Down buttons to organise links under
Current Navigation heading.
urrent Navigation
The information recorded in section 3.4.1.2 will help determine which subsite should have unique
To configure a subsite to not inherit current navigation settings from the
Navigate to the subsite.
menu, click Site Settings. If presented with a larger menu, Modify All Site Settings.
lick the appropriate link:
Look and Feel, click Quick Launch
Look and Feel, click Navigation
Current Navigation section, do one of the following:
To display the current site, its siblings and the items below the current site, select the Display the current site, the navigation items below the current, and the current
option.
play only the navigation items below the current site, select the navigation items below the current site option.
Alternatively, if presented with the Site Navigation Settings page, do one of the following in Navigation Editing and Sorting section:
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select the Sort buttons to organise links under
will help determine which subsite should have unique
parent site:
. If presented with a larger menu, also click
section, do one of the following:
To display the current site, its siblings and the items below the current site, select the Display the current site, the navigation items below the current, and the current
play only the navigation items below the current site, select the Display only the
do one of the following in
Microsoft Office SharePoint Server 2007Version 1.0.0.0
� To add a new link, Add Link. Type the Link dialog box.
� To add a new heading, click audience for the heading in the
� To edit a link or heading, click
� To delete a link, click
As with global navigation, it is possible to further customicurrent navigation by using Office SharePoint Designerstarted with basic site customizations
4.3.3 Breadcrumb Navigation
By using Office SharePoint Designer 2007control on master pages. For example, breadcrumb navigation can be removed from a page.
The information recorded in section are required for breadcrumb navigation
To modify or delete breadcrumb navigation in Office SharePo
1. In Office SharePoint Designer 2007, on the that contains the master page with the breadcrumb navigation that requires modification or deletion (for example,
2. Click the plus sign (+) next to the masterpages folder.
3. Double-click the master page that requires modification.
Note
Master pages have a .master file extension.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
To add a new link, which will appear below any Headings that have been created, . Type the title, URL, description and audience for the link in the
To add a new heading, click Add Heading. Type the title, URL, description and audience for the heading in the Navigation Link dialog box.
To edit a link or heading, click Edit.
To delete a link, click Delete.
As with global navigation, it is possible to further customise the appearance and functionality ofcurrent navigation by using Office SharePoint Designer 2007. For more information, see started with basic site customizations {R28}.
Breadcrumb Navigation
using Office SharePoint Designer 2007, it is possible to configure the breadcrumb navigation control on master pages. For example, breadcrumb navigation can be removed from a
he information recorded in section 3.4.1.2 will help determine the modifications or deletionsbreadcrumb navigation elements on each sites’ master page.
To modify or delete breadcrumb navigation in Office SharePoint Designer 2007:
In Office SharePoint Designer 2007, on the File menu, click Open Site that contains the master page with the breadcrumb navigation that requires modification or
(for example, http://moss.contoso.com).
he plus sign (+) next to the _catalogs folder to expand it, and then expand
click the master page that requires modification.
Master pages have a .master file extension.
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which will appear below any Headings that have been created, click itle, URL, description and audience for the link in the Navigation
tle, URL, description and
e the appearance and functionality of . For more information, see Get
it is possible to configure the breadcrumb navigation control on master pages. For example, breadcrumb navigation can be removed from a master
modifications or deletions that
int Designer 2007:
Open Site and select the site that contains the master page with the breadcrumb navigation that requires modification or
and then expand the
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4. If presented with a dialog box, click
5. With the master page open in Office SharePoint Designer 2007, doublePlaceHolderBreadcrumb
6. In the Tag Properties
7. Right-click the master page in
8. If the Check In dialog box appears, click
All pages that use the customised master page will now display the new breadcrumb navigation.
For more information on customising breadcrumb navigation via Office SharePoint Designer see Modify the default SharePoint content placeholders
29 Modify the default SharePoint content placeholdershttp://office.microsoft.com/en-us/sharepointdesigner/HA101651201033.aspx?pid=CH100
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
If presented with a dialog box, click Yes to check out the master page for editing
With the master page open in Office SharePoint Designer 2007, doublePlaceHolderBreadcrumb placeholder.
task pane, modify the breadcrumb navigation.
click the master page in the Folder List navigation pane and click
dialog box appears, click OK.
All pages that use the customised master page will now display the new breadcrumb navigation.
For more information on customising breadcrumb navigation via Office SharePoint Designer Modify the default SharePoint content placeholders29.
Modify the default SharePoint content placeholders {R29}: us/sharepointdesigner/HA101651201033.aspx?pid=CH100667701033
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for editing.
With the master page open in Office SharePoint Designer 2007, double-click the
navigation pane and click Check In.
All pages that use the customised master page will now display the new breadcrumb navigation.
For more information on customising breadcrumb navigation via Office SharePoint Designer 2007,
667701033
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.3.4 Web Parts
A Content Query, Summary Links or Table of Contents You can also prevent authors from inserting navigation Web Parts by configuring permissions for navigation Web Parts. Do this by
1. Adding the Web Part to a Web Part
2. Finding the appropriate
3. Adding a Content Query, Summary Links or Table
4. Configuring permissions for
These actions are discussed below.Important
The site which hosts the page layout must havthese Web Parts to be added. ThiCollaboration Portal) are used. It is possible to activate on how to do this can be found in
4.3.4.1 Adding the Web
To insert a Content Query, Summary Links orlayout, the Web Part must be available in the Web Parts Gallery of the topcollection.
The information recorded in section Query, Summary Links or Table of Contents Web Parts
To add a Web Part to the Web Parts Gallery:
1. Navigate to the top-level site in the site collection, for example, as created in sect
2. On the Site Actions menu, click
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Content Query, Summary Links or Table of Contents Web Part can be addedprevent authors from inserting navigation Web Parts by configuring permissions for
his by:
dding the Web Part to a Web Parts Gallery.
iate page layout
Adding a Content Query, Summary Links or Table of Contents Web Part
ermissions for navigation Web Parts.
are discussed below.
The site which hosts the page layout must have the SharePoint Publishing feature activated in order for s to be added. This will be done automatically if certain site templates (
used. It is possible to activate the Publishing feature manuallyon how to do this can be found in Enable publishing features {R8}.
eb Part to a Web Parts Gallery
a Content Query, Summary Links or Table of Contents Web Part into a publishing page must be available in the Web Parts Gallery of the top-level site in the site
The information recorded in section 3.4.2 will help determine which top-level sites require Content Query, Summary Links or Table of Contents Web Parts to be added to their Web Part galleries
to the Web Parts Gallery:
level site in the site collection, for example, as created in sect
menu, click Site Settings > Modify All Site Settings
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can be added to a page layout. prevent authors from inserting navigation Web Parts by configuring permissions for
of Contents Web Part.
SharePoint Publishing feature activated in order for s will be done automatically if certain site templates (for example,
eature manually; more information
into a publishing page level site in the site
level sites require Content added to their Web Part galleries.
level site in the site collection, for example, as created in section 4.1.
Modify All Site Settings.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3. On the Site Settings page, u
4. Click New.
5. Do one of the following:
� If the Content Query Web Part is missing from the gallery,Microsoft.SharePoint.Publishing.WebControls.ContentByQueryWebPart
� If the Summary Link Web Part is missing from the gallery,Microsoft.SharePoint
� If the Table of Contents Web Part is missing from the gallery,Microsoft.SharePoint.Publishing.WebControls.SummaryLinkWebPart
6. Click Populate Gallery
4.3.4.2 Finding the Appropriate
Once the Web Parts have been added to the appropriate Web Parts Gallery, identify the page layout that will have the Web Parts added to it. Plan Layout Pages worksheetParts added to them.
To identify the appropriate page layout which will have the navigation Web Part added to it:
1. Browse to the publishing site
2. On the Site Actions menu
3. In the Page Layout section, scroll through the available page layouts for the site and make a note of the appropriate page layout.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
page, under Galleries, click Web Parts.
one of the following:
If the Content Query Web Part is missing from the gallery, select the Microsoft.SharePoint.Publishing.WebControls.ContentByQueryWebPart
If the Summary Link Web Part is missing from the gallery, select the Microsoft.SharePoint.Publishing.WebControls.SummaryLinkWebPart
If the Table of Contents Web Part is missing from the gallery, select Microsoft.SharePoint.Publishing.WebControls.SummaryLinkWebPart
Populate Gallery.
Appropriate Page Layout
Once the Web Parts have been added to the appropriate Web Parts Gallery, identify the page layout that will have the Web Parts added to it. The information recorded in section
worksheet will help determine what page layouts will have navigation W
To identify the appropriate page layout which will have the navigation Web Part added to it:
publishing site.
menu, click Create Page.
section, scroll through the available page layouts for the site and make a note of the appropriate page layout.
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the Microsoft.SharePoint.Publishing.WebControls.ContentByQueryWebPart option.
the .Publishing.WebControls.SummaryLinkWebPart option.
elect the Microsoft.SharePoint.Publishing.WebControls.SummaryLinkWebPart option.
Once the Web Parts have been added to the appropriate Web Parts Gallery, identify the page The information recorded in section 3.4.2 and in the
e layouts will have navigation Web
To identify the appropriate page layout which will have the navigation Web Part added to it:
section, scroll through the available page layouts for the site and make
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.3.4.3 Adding a Content Query, Summary Links or Table of Contents Web Part
A layout page can contain one or more Content Query, Summary Links and Table of Contents Web Parts. This section describes how to add one or more of them to a page layout.
4.3.4.3.1 Adding a Conte
By adding a Content Query Webcustom query will appear on every publishing page that is created from that page layout.
The information recorded in section determine what page layouts will have Content Query Web Parts added
To add a Content Query Web Part
1. Follow the steps outlined in section
2. In Office SharePoint Designer 2007, on the that contains the page layout where the Content Query Web Part is to be displayedexample, http://moss.contoso.com
3. Click the plus sign (+) next to the masterpages folder.
4. Double-click the page layout which will have the Content Query Web Part added to it.
Note
Page layouts have an .aspx file exbrowser. This can make it difficult to find the ‘Site Directory Home’ is right-clicking an .aspx appears in the browser
5. On the Task Panes menu, click
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Adding a Content Query, Summary Links or Table of Contents Web
can contain one or more Content Query, Summary Links and Table of Contents Web Parts. This section describes how to add one or more of them to a page layout.
Adding a Content Query Web Part
Web Part to a page layout, links to pages or other items based on a custom query will appear on every publishing page that is created from that page layout.
The information recorded in section 3.4.2 and in the Plan Layout Pages worksheetdetermine what page layouts will have Content Query Web Parts added to them.
uery Web Part to a page layout:
Follow the steps outlined in section 4.3.4.1 and 4.3.4.2.
In Office SharePoint Designer 2007, on the File menu, click Open Site that contains the page layout where the Content Query Web Part is to be displayed
contoso.com).
Click the plus sign (+) next to the _catalogs folder to expand it, and then expand the
click the page layout which will have the Content Query Web Part added to it.
Page layouts have an .aspx file extension. The filename may differ to the title browser. This can make it difficult to find the correct .aspx file for a page layout‘Site Directory Home’ is displayed in a browser, the file is stored as TabViewPageLayout.aspx. By
file, and then selecting Properties on the shortcut menuappears in the browser can be seen in the Title box.
menu, click Web Parts.
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Adding a Content Query, Summary Links or Table of Contents Web
can contain one or more Content Query, Summary Links and Table of Contents Web Parts. This section describes how to add one or more of them to a page layout.
Part to a page layout, links to pages or other items based on a custom query will appear on every publishing page that is created from that page layout.
worksheet will help them.
Open Site and select the site that contains the page layout where the Content Query Web Part is to be displayed (for
and then expand the
click the page layout which will have the Content Query Web Part added to it.
name may differ to the title that is displayed in a for a page layout. For example, whilst
TabViewPageLayout.aspx. By on the shortcut menu, the name that
Microsoft Office SharePoint Server 2007Version 1.0.0.0
6. In the Web Parts task pane, browse the gallery for the appropriate Web site, such as Home Gallery, for the
Tip
If the Content Query Web Part is not visible, make sure that the Web are correct. To change the filtechange which Web Parts in the current gallery are displayed in the list.
7. Drag the Content Query Web Partin the page.
8. On the File menu, click
9. Click Yes when the Site Definition Page Warningcreated based on the customised page layout will include the Content Query Web Part.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
task pane, browse the gallery for the appropriate Web site, such as , for the Content Query Web Part.
Web Part is not visible, make sure that the Web Part gallery and filter correct. To change the filter settings, click Filter, and then click an option in the
change which Web Parts in the current gallery are displayed in the list.
Content Query Web Part onto the content placeholder. The Web Part is inserted
, click Save.
Site Definition Page Warning dialog box appears.created based on the customised page layout will include the Content Query Web Part.
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task pane, browse the gallery for the appropriate Web site, such as
art gallery and filter settings , and then click an option in the Show list to
onto the content placeholder. The Web Part is inserted
dialog box appears. Any page that is created based on the customised page layout will include the Content Query Web Part.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.3.4.3.2 Adding a Summary
By adding a Summary Links Web Part to a page layout, a list of hyperlinks will appear on every publishing page that is created from that page layout.
The information recorded in sectiondetermine what page layouts will have Summary Links Web Parts added
To add a Summary Link Web Part to a page layout:
1. Follow the steps outlined in section
2. In Office SharePoint Designer 2007, on the that contains t the page layout where the summary links is to be displayedhttp://moss.contoso.com
3. Click the plus sign (+) next to the masterpages folder.
4. Double-click the page layout which will have the Summary Links Web Part added to it. The page layout opens for editing.
Note
Page layouts have an .aspx file extension.browser. This can make it difficult to find the correct ‘Site Directory Home’ is displayed in right-clicking an .aspx file, and thappears in the browser
5. On the Task Panes menu, click
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Summary Links Web Part
By adding a Summary Links Web Part to a page layout, a list of hyperlinks will appear on every publishing page that is created from that page layout.
section 3.4.2 and in the Plan Layout Pages worksheet will help determine what page layouts will have Summary Links Web Parts added to them.
ink Web Part to a page layout:
Follow the steps outlined in section 4.3.4.1 and 4.3.4.2.
ePoint Designer 2007, on the File menu, click Open Site that contains t the page layout where the summary links is to be displayed
contoso.com).
Click the plus sign (+) next to the _catalogs folder to expand it, and then
click the page layout which will have the Summary Links Web Part added to it. The page layout opens for editing.
Page layouts have an .aspx file extension. The filename may differ to the title browser. This can make it difficult to find the correct .aspx file for a page layout‘Site Directory Home’ is displayed in a browser, the file is stored as TabViewPageLayout.aspx. By
aspx file, and then selecting Properties on the shortcut menu, the name that appears in the browser can be seen in the Title box.
menu, click Web Parts.
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By adding a Summary Links Web Part to a page layout, a list of hyperlinks will appear on every
worksheet will help them.
Open Site and select the site that contains t the page layout where the summary links is to be displayed (for example,
then expand the
click the page layout which will have the Summary Links Web Part added to it. The
name may differ to the title that is displayed in a for a page layout. For example, whilst
browser, the file is stored as TabViewPageLayout.aspx. By on the shortcut menu, the name that
Microsoft Office SharePoint Server 2007Version 1.0.0.0
6. In the Web Parts task pane, browse through the gallery for the appropriate Web site, such as Home Gallery, for the
Tip
If the Summary Link Web Part is not visible, make sure that the Web are correct. To change the filterchange which Web Parts in the current gallery are displayed in the list.
7. Drag the Summary Link Web Partin the page.
8. To modify the layout or appearance of the Summary Link Web Partin Design view, and then click
9. In the Summary Link Web Partthen click OK.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
task pane, browse through the gallery for the appropriate Web site, such , for the Summary Link Web Part.
Web Part is not visible, make sure that the Web Part gallery and filter correct. To change the filter settings, click Filter, and then click an option in the
change which Web Parts in the current gallery are displayed in the list.
Summary Link Web Part onto the content placeholder. The Web Part is inserted
To modify the layout or appearance of the Summary Link Web Part, rightview, and then click Web Part Properties on the shortcut menu.
Summary Link Web Part dialog box, change the properties where appropriate, and
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task pane, browse through the gallery for the appropriate Web site, such
art gallery and filter settings , and then click an option in the Show list to
onto the content placeholder. The Web Part is inserted
right-click the Web Part on the shortcut menu.
dialog box, change the properties where appropriate, and
Microsoft Office SharePoint Server 2007Version 1.0.0.0
10. On the File menu, click
11. Click Yes when the Site Definition Page Warningcreated based on the customised page layout will include the Summary Links Web Part.
4.3.4.3.3 Adding a Table of C
The Table of Contents Web Part can be added to a page layout to allow the site map to appear on every publishing page that is created from that page layout.
The information recorded in section determine what page layouts will have Table of Contents Web Parts added to them.
Note
Typically, a Web Part is added to a Web Part zone. However, in the following proceduis not used. This is based on the assumption that every publishing page created from the page layout should show the same version of the Web Part.
To add a Table of Contents Web Part to a page layout:
1. Follow the steps outlined in section
2. In Office SharePoint Designer 2007, on the that contains the page layout where the Table of Contents Web Part is to be displayedexample, http://moss.contoso.com
3. Click the plus sign (+) next to the masterpages folder.
4. Double-click the page layout which will have the Table of Contents Web Part added to it.
Note
Page layouts have an .aspx file extension. browser. This can make it difficult to find the correct ‘Site Directory Home’ is displayed inright-clicking an .aspx file, and then selecting appears in the browser
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
, click Save.
Site Definition Page Warning dialog box appears.created based on the customised page layout will include the Summary Links Web Part.
able of Contents Web Part
The Table of Contents Web Part can be added to a page layout to allow the site map to appear on every publishing page that is created from that page layout.
The information recorded in section 3.4.2 and in the Plan Layout Pages worksheet will help determine what page layouts will have Table of Contents Web Parts added to them.
Typically, a Web Part is added to a Web Part zone. However, in the following proceduis not used. This is based on the assumption that every publishing page created from the page layout should show the same version of the Web Part.
To add a Table of Contents Web Part to a page layout:
Follow the steps outlined in section 4.3.4.1 and 4.3.4.2.
In Office SharePoint Designer 2007, on the File menu, click Open Site that contains the page layout where the Table of Contents Web Part is to be displayed
contoso.com).
Click the plus sign (+) next to the _catalogs folder to expand it, and then
click the page layout which will have the Table of Contents Web Part added to it.
Page layouts have an .aspx file extension. The filename may differ to the title browser. This can make it difficult to find the correct .aspx file for a page layout‘Site Directory Home’ is displayed in a browser, the file is stored as TabViewPageLayout.aspx. By
aspx file, and then selecting Properties on the shortcut menu, the name that appears in the browser can be seen in the Title box.
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dialog box appears. Any page that is created based on the customised page layout will include the Summary Links Web Part.
The Table of Contents Web Part can be added to a page layout to allow the site map to appear on
worksheet will help determine what page layouts will have Table of Contents Web Parts added to them.
Typically, a Web Part is added to a Web Part zone. However, in the following procedure, a Web Part zone is not used. This is based on the assumption that every publishing page created from the page layout
Open Site and select the site that contains the page layout where the Table of Contents Web Part is to be displayed (for
then expand the
click the page layout which will have the Table of Contents Web Part added to it.
name may differ to the title that is displayed in a for a page layout. For example, whilst
browser, the file is stored as TabViewPageLayout.aspx. By on the shortcut menu, the name that
Microsoft Office SharePoint Server 2007Version 1.0.0.0
5. On the Task Panes menu, click
6. In the Web Parts task pane, browse through the gallery for the appropriate Web sitas Home Gallery, for the
Tip
If the Table of Contents Web Part is not visible, make sure that the Web settings are correct. To change the filterlist to change which Web Parts in the current gallery are displayed in the list.
7. Drag the Table of Contents Web Partinserted in the page.
8. To preview the page layout with the Table of Contents Web Part in it, click Browser on the Common
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
menu, click Web Parts.
task pane, browse through the gallery for the appropriate Web sit, for the Table of Contents Web Part.
If the Table of Contents Web Part is not visible, make sure that the Web Part gallery and filter correct. To change the filter settings, click Filter, and then click an option in the
list to change which Web Parts in the current gallery are displayed in the list.
Table of Contents Web Part onto the content placeholder. The Web Part is
To preview the page layout with the Table of Contents Web Part in it, click Common toolbar. The page is displayed in the browser.
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task pane, browse through the gallery for the appropriate Web site, such
art gallery and filter , and then click an option in the Show
list to change which Web Parts in the current gallery are displayed in the list.
onto the content placeholder. The Web Part is
To preview the page layout with the Table of Contents Web Part in it, click Preview in toolbar. The page is displayed in the browser.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
9. On the File menu, click
10. Click Yes when the Site Definition Page Warning created based on the customised page layout will include the Table of Contents Web Part.
4.3.4.4 Configuring Permissions for
After Web Parts have been added to on them. This will allow Web Partyou also want to prevent authors gallery permissions.
The information recorded in theworksheet will help determine
To configure Web Parts gallery permissions:
1. Navigate to the top-level site in the site collection (for example,
2. On the Site Actions menu, click
3. On the Site Settings page, u
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
, click Save.
Site Definition Page Warning dialog box appears.created based on the customised page layout will include the Table of Contents Web Part.
ermissions for Navigation Web Parts
Web Parts have been added to layout pages, you may also want to include Web Part zones Web Parts to be added to a page at the time of provisioningauthors inserting navigation Web Parts, you must configure
The information recorded in the Restrictions and Notes column of the Plan Layout Pagesworksheet will help determine which restrictions to apply on navigation Web Part
To configure Web Parts gallery permissions:
level site in the site collection (for example, http://moss.
menu, click Site Settings > Modify All Site Settings
page, under Galleries, click Web Parts.
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dialog box appears. Any page that is created based on the customised page layout will include the Table of Contents Web Part.
include Web Part zones to be added to a page at the time of provisioning. However, if
you must configure Web Parts
Plan Layout Pages Web Parts.
moss.contoso.com/)
Modify All Site Settings.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4. On the Settings menu, click
5. Under Permissions and Management,
6. On the Permissions: Web Part Gallery page, select the users or groupto configure permissions (
7. On the Actions menu, click
8. On the Edit Permissions: Web Part Gallery page in the select the permission level for the user
9. Click OK.
4.4 Develop Web Pages
Site Collection Site Hierarchy
4.4.1 Master Pages
Using the completed Plan Master Pwill use. By default, a site will inherit the master page from its parent site andis required. However, it is possible for a site to use a different outpage.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
menu, click Gallery Settings.
Permissions and Management, click Permissions for this gallery
On the Permissions: Web Part Gallery page, select the users or groupsto configure permissions (for example, Approvers).
menu, click Edit User Permissions.
On the Edit Permissions: Web Part Gallery page in the Choose Permissions select the permission level for the users or groups (for example, Full Control).
Pages
DEVELOP
Navigation Web PagesDocument Libraries
Content Types
Plan Master Pages worksheet, it is possible to define the master page a site will use. By default, a site will inherit the master page from its parent site and, therefore, is required. However, it is possible for a site to use a different out-of-the-box or custom master
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gallery.
s for whom you wish
Choose Permissions section, Full Control).
Content Types Audiences
it is possible to define the master page a site therefore, no action
box or custom master
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.4.1.1 Out-of-the-Box
In the Plan Master Pages worksheet, if in the box master page is to be used. column of the Plan Master Pages
To use an out-of-the-box master page:
1. Navigate to the site which
2. On the Site Actions menu, click
3. Under Look and Feel, click
4. In the Site Master Page
� To specify that the site uses a different master page, select the page to be used by the site and all sites that inherit from it appropriate master page from the dr
� To specify that all subsites inherit the new setting, select the inherit this Site Master Page setting
5. To select the most appropriate CSS,
a. Do one of the following:
� To inherit a different CSS from the parent of the current site select the Alternate CSS URL from parent of this site
� To use a CSS file for the current publishing site and all subsites, select the a CSS file to be used by this publishing site and all sites that inherit from it option, and use the
b. To ensure all subsites inherit the new CSS, select the this alternate CSS URL
6. Click OK.
4.4.1.2 Custom Master Pages
In the Plan Master Pages worksheet, if in the master page is to be used. In the copy, paste and edit is specified.
This section outlines how to develop template.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
ox Master Pages
worksheet, if in the Custom? column No is selected, then an outbox master page is to be used. The type of master page to use is specified in the
ages worksheet.
box master page:
Navigate to the site which is to have a different master page than its parent.
menu, click Site Settings.
, click Master page.
Site Master Page section, do one of the following:
To specify that the site uses a different master page, select the Specify as master page to be used by the site and all sites that inherit from it option, and appropriate master page from the drop-down list.
To specify that all subsites inherit the new setting, select the Reset all subsites to inherit this Site Master Page setting option.
To select the most appropriate CSS, in the Alternate CSS URL section:
o one of the following:
ifferent CSS from the parent of the current site select the Alternate CSS URL from parent of this site option.
To use a CSS file for the current publishing site and all subsites, select the a CSS file to be used by this publishing site and all sites that inherit from it
use the Browse button to find the CSS file.
To ensure all subsites inherit the new CSS, select the Reset all subsites to inherit this alternate CSS URL option.
Custom Master Pages
worksheet, if in the Custom? column Yes was selectedIn the Custom? column, in the Based on section, the master page to
and edit is specified.
develop and implement a custom master page based on an existing
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, then an out-of-the-specified in the Master Page
have a different master page than its parent.
Specify as master option, and choose the
Reset all subsites to
section:
ifferent CSS from the parent of the current site select the Inherit
To use a CSS file for the current publishing site and all subsites, select the Specify a CSS file to be used by this publishing site and all sites that inherit from it
Reset all subsites to inherit
was selected, then a custom section, the master page to
based on an existing
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.4.1.2.1 Create a Custom
To create a master page, it is advised that the site administrator saves existing master page, such as Default.master.
Recommendation
Store new master pages in the same folder as existing master pages. This makes master pages easy to find and manage.
Note
When a master page is copied, all content pages that are attached to the original master page (in tcase, Default.master), remain attached to the original master page and not to the copy.
If unwanted changes are made to master page to the site definition. For more information, see definition30.
To copy and paste an existing master page:
1. In Office SharePoint Designer 2007, on the which is to use a custom master page
2. In the Folder List, right
3. Right-click the masterpage
A new master page named default_copy(1).master appears.
4.4.1.2.2 Customise Styles
In the Plan Master Pages worksheet, the customisations. It is possible to customisSharePoint Designer 2007.
To customise the style of a master page
1. Follow the steps outlined in section
30 Reset a customized page to the site definitionhttp://office.microsoft.com/en-us/sharepointdesigner/HA101741451033.aspx
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
ustom Master Page
To create a master page, it is advised that the site administrator saves and edits s Default.master.
Store new master pages in the same folder as existing master pages. This makes master pages easy to
When a master page is copied, all content pages that are attached to the original master page (in tcase, Default.master), remain attached to the original master page and not to the copy.
unwanted changes are made to a master page (such as Default.master), it is possible to reset to the site definition. For more information, see Reset a customized page to the site
To copy and paste an existing master page:
In Office SharePoint Designer 2007, on the File menu, click Open Site use a custom master page (for example, http://moss.contoso.com
, right-click Default.master, and then click Copy.
masterpage folder, and then click Paste.
A new master page named default_copy(1).master appears.
Styles
worksheet, the Notes column will contain details of CSS style It is possible to customise the style of a master page using the CSS tools in Office
customise the style of a master page:
Follow the steps outlined in section 4.4.1.2.1.
Reset a customized page to the site definition {R30}: us/sharepointdesigner/HA101741451033.aspx
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and edits a copy of an
Store new master pages in the same folder as existing master pages. This makes master pages easy to
When a master page is copied, all content pages that are attached to the original master page (in this case, Default.master), remain attached to the original master page and not to the copy.
, it is possible to reset the eset a customized page to the site
Open Site and select the site contoso.com).
column will contain details of CSS style using the CSS tools in Office
Microsoft Office SharePoint Server 2007Version 1.0.0.0
2. Click default_copy(1).master.
3. If the Apply Styles task pane is not visible, on the
4. In the Apply Styles task pane, Selection.
Each style applied to the area where the cursor is located is outlined in blue, and a preview of the style appears inside the outline.
In the example below, div.msApply Styles task pane, three styles that are applied to div.mstop style, Div.ms-titleareaframe, defines the background colour.
Note
Because styles are caselowercase div.ms-titleareaframe
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Click default_copy(1).master.
task pane is not visible, on the Task Panes menu, click
In the Apply Styles task pane, on the Options menu, click Show Styles Used On
Each style applied to the area where the cursor is located is outlined in blue, and a preview of the style appears inside the outline.
, div.ms-titleareaframe has been selected in the Design view. In the Apply Styles task pane, three styles that are applied to div.ms-titleareaframe appear. The
titleareaframe, defines the background colour.
Because styles are case-sensitive, the uppercase Div.ms-titleareaframe is different from the titleareaframe.
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menu, click Apply Styles.
Show Styles Used On
Each style applied to the area where the cursor is located is outlined in blue, and a preview
Design view. In the titleareaframe appear. The
is different from the
Microsoft Office SharePoint Server 2007Version 1.0.0.0
5. Right-click the style that is to be modified, and then click is the number of instances in which the style is applied on the pag
6. After all instances of the style have been selected, rightModify Style.
7. In the Modify Style dialog box, make the desired changes, and then click
More information on applying custom style sheets can be found in SharePoint site31.
It is possible to reset the site definition to ignore any style customisee Reset a customized page to the site
4.4.1.2.3 Customise Content
By default, most of the content on master pages, such as Default.master, is not coded on the page but instead comes from ASP.NET SharePoint Web controls. For example, the text appears in the leftmost region of the default home page (defaulcontent placeholder control that retrieves the content from the server. The text appear inside HTML tags in Code view.
In the Plan Master Pages worksheet, the custom content for content placeholders.
31 Apply a custom style sheet to a SharePoint sitehttp://office.microsoft.com/en-us/sharepointdesigner/HA101691741033.aspx
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
click the style that is to be modified, and then click Select All X Instance(s)is the number of instances in which the style is applied on the page, for example,
After all instances of the style have been selected, right-click the style again, and then click
dialog box, make the desired changes, and then click
More information on applying custom style sheets can be found in Apply a custom style sheet to a
It is possible to reset the site definition to ignore any style customisations. For more information, Reset a customized page to the site definition {R30}.
ontent Placeholders
By default, most of the content on master pages, such as Default.master, is not coded on the page but instead comes from ASP.NET SharePoint Web controls. For example, the text appears in the leftmost region of the default home page (default.aspx), is supplied by an ASP.NET content placeholder control that retrieves the content from the server. The text appear inside HTML tags in Code view.
worksheet, the Notes column will contain the details necustom content for content placeholders.
Apply a custom style sheet to a SharePoint site {R31}: us/sharepointdesigner/HA101691741033.aspx
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Instance(s) (where X e, for example, 3).
click the style again, and then click
dialog box, make the desired changes, and then click OK.
Apply a custom style sheet to a
ations. For more information,
By default, most of the content on master pages, such as Default.master, is not coded on the page but instead comes from ASP.NET SharePoint Web controls. For example, the text ‘Team Site‘ that
is supplied by an ASP.NET content placeholder control that retrieves the content from the server. The text ‘Team Site’ does not
needed to create
Microsoft Office SharePoint Server 2007Version 1.0.0.0
To create custom content for content placeholders:
1. In Office SharePoint Designer 2007, on the appropriate site (for example,
2. In the Folder List task panedefault_copy(1).master,
3. To open the Master PageMaster Page.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
o create custom content for content placeholders:
In Office SharePoint Designer 2007, on the File menu, click Open Site appropriate site (for example, http://moss.contoso.com).
task pane, right-click the appropriate master page, for example default_copy(1).master, and then click Open.
Master Page toolbar, on the View menu, point to Toolbars
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Open Site and select the
the appropriate master page, for example
Toolbars, and then click
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4. To select the content placeholder that is to be modified
� Select the content placeholder from the design view of the master page.
� On the Master Pageand then click the appropriate content placeholder.
5. Right-click the content placeholder and use the shortcut menu to customise the content placeholder as appropriate.
6. On the File menu, click
7. Click Yes when the Site Definition Page Warning
More information on how to locate and modify default content placeholders can be found in the default SharePoint content placeholders
It is possible to reset the site definition to ignore any content placeholder customiinformation, see Reset a customized page to the site definition
4.4.1.2.4 Add a New Content
It is possible to add a new content region to a master page by adding a content placeholder in Office SharePoint Designer 2007. contain details of the master pages that require content regions to be added to them.
Note
Content placeholders cannot be inserted inside other content placeholders.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
placeholder that is to be modified, do one of the following:
Select the content placeholder from the design view of the master page.
Page toolbar, click the drop-down arrow to the right of the and then click the appropriate content placeholder.
click the content placeholder and use the shortcut menu to customise the content placeholder as appropriate.
, click Save.
Site Definition Page Warning dialog box appears.
More information on how to locate and modify default content placeholders can be found in the default SharePoint content placeholders {R29}.
It is possible to reset the site definition to ignore any content placeholder customiReset a customized page to the site definition {R30}.
ontent Region to a Master Page
It is possible to add a new content region to a master page by adding a content placeholder in Office SharePoint Designer 2007. In the Plan Master Pages worksheet, the Notescontain details of the master pages that require content regions to be added to them.
Content placeholders cannot be inserted inside other content placeholders.
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do one of the following:
Select the content placeholder from the design view of the master page.
arrow to the right of the Region box,
click the content placeholder and use the shortcut menu to customise the content
alog box appears.
More information on how to locate and modify default content placeholders can be found in Modify
It is possible to reset the site definition to ignore any content placeholder customisations. For more
It is possible to add a new content region to a master page by adding a content placeholder in Notes column will
contain details of the master pages that require content regions to be added to them.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
To add a content placeholder:
1. In Office SharePoint Designer 2007, on the appropriate site (for example
2. In the Folder List task panedefault_copy(1).master,
3. Right-click an empty area of the page in Design view, and then click ASP.NET Content Regions
4. In the Manage Content Regionsthe new content region, and then click
Note
If the Add button is not visibleMicrosoft ASP.NET Content Regions
5. Click Close. A new content pl
It is possible to reset the site definition to ignore any content region customiinformation, see Reset a customized page to the site definition
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
To add a content placeholder:
In Office SharePoint Designer 2007, on the File menu, click Open Site appropriate site (for example, http://moss.contoso.com).
In the Folder List task pane, right-click the appropriate master page, for example default_copy(1).master, and then click Open.
click an empty area of the page in Design view, and then click Manage Microsoft ASP.NET Content Regions on the shortcut menu.
Manage Content Regions dialog box, in the Region name text the new content region, and then click Add.
button is not visible, make sure a placeholder was not selected before clicking Microsoft ASP.NET Content Regions on the shortcut menu.
. A new content placeholder appears.
It is possible to reset the site definition to ignore any content region customisations. Reset a customized page to the site definition {R30}.
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Open Site and select the
the appropriate master page, for example
Manage Microsoft
text box, type a name for
t selected before clicking Manage
ations. For more
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.4.1.2.5 Apply the New
After creating a custom master page, it is possible to make it the default master page for an entire site in Office SharePoint Designer 2007Custom? columns will contain details of
To apply a new custom master page:
1. In Office SharePoint Designer 2007, on the appropriate site (for example,
2. In the Folder List task pane, in the new default master, and then click
Note
The Set as Default Master Page
3. If the content regions in the new default master match the content regions in the site's content pages, when the Otherwise, click No.
More information on content regions and content placeholders can be found inSharePoint content placeholders
Note
When a new master page is set as the default master page, all of the pages that are attached to the current version of Default.master, including the pages that already exist in the sitpages that are attached to Default.master, will be attached to the new master page.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
ew Custom Master Page
After creating a custom master page, it is possible to make it the default master page for an entire in Office SharePoint Designer 2007. In the Plan Master Pages worksheet, the
will contain details of which master page each site should use.
To apply a new custom master page:
In Office SharePoint Designer 2007, on the File menu, click Open Site appropriate site (for example, http://moss.contoso.com).
task pane, in the masterpage folder, right-click the page that is to be the new default master, and then click Set as Default Master Page.
Master Page command is not available on the current default
If the content regions in the new default master match the content regions in the site's when the Set as Default Master Page dialog box displays,
More information on content regions and content placeholders can be found in SharePoint content placeholders {R29}.
When a new master page is set as the default master page, all of the pages that are attached to the current version of Default.master, including the pages that already exist in the site as well as any new pages that are attached to Default.master, will be attached to the new master page.
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After creating a custom master page, it is possible to make it the default master page for an entire worksheet, the Master Page and
master page each site should use.
Open Site and select the
click the page that is to be the
current default master page.
If the content regions in the new default master match the content regions in the site's dialog box displays, click Yes.
Modify the default
When a new master page is set as the default master page, all of the pages that are attached to the e as well as any new
pages that are attached to Default.master, will be attached to the new master page.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.4.2 Content Pages
Use the Plan Content Pages (Article)modify content pages (also known as page content types).
To modify a content page:
1. Using the identity of an administrative user, open the SharePoint site that will host the page content type.
2. Click Site Actions, and then Modify All Site Settings
3. On the Site Settings page,
4. On the Site Content Type Gallery page, click the appropriate content page (Layout Content Typeavailable.
5. On the Site Content Type
6. In the Column name text box, enter a name for the column. specify the type of information.
7. Click OK.
8. Repeat steps 5 to 7 for all columns that are needed.
9. Repeat steps 1 to 8 for all content pages.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Plan Content Pages (Article) and Plan Content Pages (Welcome) worksheets to help content pages (also known as page content types).
Using the identity of an administrative user, open the SharePoint site that will host the page
, and then Site Settings. If presented with a larger menu, Modify All Site Settings.
page, under Galleries, click Site content types.
On the Site Content Type Gallery page, click the appropriate content page (Layout Content Types). By default, Article Page, Redirect Page and W
Site Content Type page, click Add from new site column.
text box, enter a name for the column. Select one of the options tospecify the type of information.
7 for all columns that are needed.
for all content pages.
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worksheets to help
Using the identity of an administrative user, open the SharePoint site that will host the page
If presented with a larger menu, also click
On the Site Content Type Gallery page, click the appropriate content page (under Page Welcome Page are
Select one of the options to
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.4.3 Page Layouts
As outlined previously, a page content type Page content type can use the 'article page with body only' or 'article page with image on left' page layout.
Use the information recorded in the determine whether or not the page layouts in SharePoint Server 2007 is to be used News, Topics, Sites, or My Sites page 2007 and follow the steps below
Note
Layout Pages are only available if the Publishing information.
To edit a page layout in Office
1. In the browser, go to the site which requires the new page layout.
2. On the Site Actions menu, click
3. Click the Pages document library.
Note
It is also possible to browse directly tohttp://moss.contoso.com
The Pages document library is created automatically by the all of the pages in a site that are cdisplays which page layout was used for a specific page.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
page content type can have several page layouts. For example, the Article Page content type can use the 'article page with body only' or 'article page with image on left' page
information recorded in the Notes column of the Plan Layout Pages worksheetpage layouts require customisation. If a page layout already included
is to be used without customisation, no steps are required. My Sites page requires customisation, use Office SharePoint Designer
follow the steps below.
Layout Pages are only available if the Publishing feature is activated; see section 3.3.3
Office SharePoint Designer 2007:
In the browser, go to the site which requires the new page layout.
menu, click View All Site Content.
document library.
also possible to browse directly to the pages document library, for example,contoso.com/pages/forms/allitems.aspx.
The Pages document library is created automatically by the Publishing feature and contains all of the pages in a site that are created from page layouts. The Page Layout column displays which page layout was used for a specific page.
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several page layouts. For example, the Article Page content type can use the 'article page with body only' or 'article page with image on left' page
worksheet to a page layout already included
no steps are required. If a Home, SharePoint Designer
3.3.3 for more
the pages document library, for example,
ublishing feature and contains reated from page layouts. The Page Layout column
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4. Click the desired page layout, such as ArticleRightOffice SharePoint Designer
Alternatively, browse directly tohttp://your_top_level_site/_catalogs/masterpage/page_layout_file_namehttp://moss.contoso.com
It is then possible to customise the page layout by adding custom content, inserting a page and inserting a content field. These will now be discussed.
4.4.3.1 Insert a Page Field or Content Field
Details of the page field, or content fieldof the Plan Layout Pages worksheet.
Note
If a default page content type has been customisedeach new column. For example, if a new column called ‘page content type, the page layout should have a
To insert page fields or content fields into editable regions in a page layout:
1. With the page layout open in will have new content added to it
2. Click the arrow that appears, and then click placeholder for editing.
3. If the Toolbox is not visible, on the
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Click the desired page layout, such as ArticleRight.aspx, and then click Office SharePoint Designer.
directly to: http://your_top_level_site/_catalogs/masterpage/page_layout_file_name
contoso.com/_catalogs/masterpage/articleright.aspx.
e the page layout by adding custom content, inserting a page These will now be discussed.
Insert a Page Field or Content Field
or content field, to add to a page layout are detailed in the worksheet.
ault page content type has been customised, a content field should be addedeach new column. For example, if a new column called ‘Healthcare Image’ has been added to the Article page content type, the page layout should have a ‘Healthcare Image’ content field to reflect this.
To insert page fields or content fields into editable regions in a page layout:
With the page layout open in Office SharePoint Designer 2007, click the placeholder which will have new content added to it.
ick the arrow that appears, and then click Create Custom Content to unlock the placeholder for editing.
is not visible, on the Task Panes menu, click Toolbox.
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, and then click Edit in Microsoft
http://your_top_level_site/_catalogs/masterpage/page_layout_file_name, for example,
e the page layout by adding custom content, inserting a page field
detailed in the Notes column
should be added to the page layout for Image’ has been added to the Article
Image’ content field to reflect this.
To insert page fields or content fields into editable regions in a page layout:
, click the placeholder which
to unlock the
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4. From the Page Fieldspage field or contents field to be inserted into the editable region.onto the page.
Note
If the items in the Page Fieldsbeing edited. Page fields and content fields are available only for page layouts.
The columns that were added to a page content type in section will be displayed in the
5. From the File menu, click
4.4.3.2 Add Custom C
It is possible to edit a page layout like any other page that is attached to a master page. When custom content is added to a page layout, that content appears on all publishing pages that are subsequently created from that page layout.
Details of the custom content to add to a page layout Layout Pages worksheet.
To add custom content to a page layout:
1. With the page layout open in will have new content added to it.
2. Click the arrow that appears, and then click placeholder for editing.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Page Fields or Content Fields section of the SharePoint Controlspage field or contents field to be inserted into the editable region. The control is inserted
Page Fields section of the Toolbox are not visible, it is likely a page layout is not being edited. Page fields and content fields are available only for page layouts.
The columns that were added to a page content type in section 4.4.2 (for example, New Column A) will be displayed in the Content Fields section.
menu, click Save.
Content to a Page Layout
It is possible to edit a page layout like any other page that is attached to a master page. When custom content is added to a page layout, that content appears on all publishing pages that are subsequently created from that page layout.
tom content to add to a page layout are detailed in the Notes
To add custom content to a page layout:
With the page layout open in Office SharePoint Designer 2007, click the placeholder which t added to it.
Click the arrow that appears, and then click Create Custom Content to unlock the placeholder for editing.
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SharePoint Controls, drag the The control is inserted
are not visible, it is likely a page layout is not being edited. Page fields and content fields are available only for page layouts.
(for example, New Column A)
It is possible to edit a page layout like any other page that is attached to a master page. When custom content is added to a page layout, that content appears on all publishing pages that are
Notes column of the Plan
, click the placeholder which
to unlock the
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3. Edit this section of the page by using the features that are commonly useFor example:
� Tables – Click Insert
� Graphics – Click and drag images from the
� Text – Click, and then type
� Web Part zone – Insert a Web Part zone to give visitor remove Web Parts, such as views of document libraries and lists.
� Web Parts – Insert views of document libraries, lists, and more
Recommendation
When creating a table that will be added to an existing page, first create the table on a blank page. This will allow the table
4. On the File menu, click
5. Click Yes when the Site Definition Pa
4.4.3.3 Associate a Page
It is sometimes necessary to associate a page layout with a different page content type. the page layouts to associate with a page content typeworksheet.
To associate the page layout with a content type:
1. On the Site Actions menu,
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Edit this section of the page by using the features that are commonly use
Insert Table on the Table menu to create tables to help align content.
Click and drag images from the Images folder into this section of the page.
and then type, where text should appear.
Insert a Web Part zone to give visitors to the page the option to add or remove Web Parts, such as views of document libraries and lists.
Insert views of document libraries, lists, and more, into the page.
When creating a table that will be added to an existing page, first create the table on a blank page. will allow the table to be created without existing placeholders being modified
menu, click Save.
Site Definition Page Warning dialog box appears.
age Layout with a Page Content Type
It is sometimes necessary to associate a page layout with a different page content type. page layouts to associate with a page content type are detailed in the Plan Layout Pages
To associate the page layout with a content type:
menu, click Site Settings > Modify All Site Settings
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Edit this section of the page by using the features that are commonly used to edit pages.
menu to create tables to help align content.
folder into this section of the page.
ors to the page the option to add or remove Web Parts, such as views of document libraries and lists.
into the page.
When creating a table that will be added to an existing page, first create the table on a blank page. being modified.
dialog box appears.
It is sometimes necessary to associate a page layout with a different page content type. Details of Plan Layout Pages
Settings.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
2. Under Galleries, click
3. Select Edit Properties
4. In the Associated Content Type
4.5 Develop Document Libraries
Site Collection Site Hierarchy
This section aims to describe how to worksheet created in section 3.7.2created, as outlined in section
4.5.1 Create a Document Library
Use the Plan Document Librarieseach planned document library
Note
To create a document library, is to be created.
To create a library in a Meeting Workspace site, follow the procedure for customising Meeting Workspace sites. More information can be found in
The e-mail options discussed in the procedure below are not available by default for wiki page libraries.Rather than adding content via e
To create a document library:
1. Navigate to the site which will have the document library (for example, http://moss.contoso.com
32 Customize a Meeting Workspace sitehttp://office.microsoft.com/en-us/sharepointserver/HA100663671033.aspx?pid=CH
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
, click Master pages and page layouts.
Edit Properties from the drop-down menu for the appropriate page layout.
Associated Content Type section, select the appropriate content type
Document Libraries
DEVELOP
Navigation Web PagesDocument Libraries
Content Types
This section aims to describe how to develop document libraries. Use the Plan Document Libraries3.7.2 to assist. It is assumed that the appropriate sites have been
lined in section 4.1.
Document Library
Plan Document Libraries worksheet, as outlined in section 3.7.2, to assist in the creation of document library. Each library will have a separate row in the worksheet
To create a document library, the user must have permission to manage lists on the site where the library
To create a library in a Meeting Workspace site, follow the procedure for customising Meeting Workspace sites. More information can be found in Customize a Meeting Workspace site32.
discussed in the procedure below are not available by default for wiki page libraries.Rather than adding content via e-mail, users will be able to edit wiki library pages using a Web browser.
To create a document library:
Navigate to the site which will have the document library (for example, contoso.com/teamsite)
Customize a Meeting Workspace site {R32}: us/sharepointserver/HA100663671033.aspx?pid=CH101181631033#2
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the appropriate page layout.
section, select the appropriate content type
Content Types Audiences
Plan Document Libraries the appropriate sites have been
to assist in the creation of in the worksheet.
lists on the site where the library
To create a library in a Meeting Workspace site, follow the procedure for customising Meeting Workspace
discussed in the procedure below are not available by default for wiki page libraries. mail, users will be able to edit wiki library pages using a Web browser.
101181631033#2
Microsoft Office SharePoint Server 2007Version 1.0.0.0
2. Click View all Site Content
3. On the Site Content Type Gallery page, click Tip
In most circumstances, the
4. Under Libraries, click
5. In the Name text box, type a name for the document libraryInbound Patients.
Note
The name appears at the top of the library page, becomes part of theand appears in navigational elements that help users to find and open the library.
6. In the Description box, type a description of the purpose of the library. The description is optional.
Note
The description appears at the library is to be enabled tolibrary into the description, so that people can easily find it.
7. To add a link to this library on the Quick Launch
8. To enable people to add files to the library by sending them as attachments to emessages, in the Incoming Ethe E-mail address box
Note
The Incoming E-mail e-mail. For more information
33 Introduction to incoming e-mail {R33
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
View all Site Content.
On the Site Content Type Gallery page, click Create.
In most circumstances, the Site Actions menu can be used to complete the first two steps.
, click Document Library.
box, type a name for the document library, for example, Gastroenterology
The name appears at the top of the library page, becomes part of the address for the library page, and appears in navigational elements that help users to find and open the library.
box, type a description of the purpose of the library. The description is
The description appears at the top of the library page and underneath the name of the library. If the be enabled to receive content by e-mail, it is helpful to enter the e
description, so that people can easily find it.
this library on the Quick Launch, in the Navigation section
people to add files to the library by sending them as attachments to eIncoming E-mail section, click Yes and type the address for the library
box.
section only displays if the site has been enabled to receive content by For more information, see Introduction to incoming e-mail33.
R33}: http://office.microsoft.com/en-us/sharepointserver/HA100823061033.aspx
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complete the first two steps.
for example, Gastroenterology
address for the library page, and appears in navigational elements that help users to find and open the library.
box, type a description of the purpose of the library. The description is
underneath the name of the library. If the the e-mail address of the
section, select Yes.
people to add files to the library by sending them as attachments to e-mail and type the address for the library in
section only displays if the site has been enabled to receive content by
us/sharepointserver/HA100823061033.aspx
Microsoft Office SharePoint Server 2007Version 1.0.0.0
9. To create a version each time a file is checked into the libHistory section, click Yes
Later, it is possible to specify whetherstored, and how many versions of each
10. In the Document Templatetemplate for files that are created in the library
11. Click Create.
4.5.2 Configure Approval
Use the Require Approval column in the section 3.7.2, to assist in the configuration of approval.
To configure approval on a document library:
1. Navigate to the document library (for example, http://moss.contoso.com
2. On the Settings menu, click
3. On the Customise page, under
4. On the Document Library Versioning Settings page, in the select Yes.
5. Click OK. Each document added to the document library will have a Pending status until is approved or rejected
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
To create a version each time a file is checked into the library, in the DocumentYes.
Later, it is possible to specify whether both major and minor versions of documents are and how many versions of each are tracked.
Template section, select the default file type that is to be used as a template for files that are created in the library, from the drop-down list.
Configure Approval
column in the Plan Document Libraries worksheets, as outlined in , to assist in the configuration of approval.
To configure approval on a document library:
Navigate to the document library (for example, .com/Library1/Forms/Allitems.aspx).
menu, click Document Library Settings.
On the Customise page, under General Settings, click Versioning settings
On the Document Library Versioning Settings page, in the Content Approval
document added to the document library will have a Pending status until ed by an approver.
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Document Version
of documents are
to be used as a .
worksheets, as outlined in
Versioning settings.
Content Approval section,
document added to the document library will have a Pending status until it
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.5.3 Configure Check
Use the Require check-outs? section 3.7.2, to assist in the configuration of the check
To configure document check
1. Navigate to the document library (for example, http://moss.contoso.com
2. On the Settings menu, click
3. On the Customise page, under
4. On the Document Librclick Yes.
5. Click OK. When a user tries to open a document from the document libraryasked to check-out the document.
4.5.4 Configure Versioning
Use the Versioning Method column in the section 3.7.2, to assist in the configuration of
To configure document versio
1. Navigate to the document library (for example, http://moss.contoso.com
2. On the Settings menu, click
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Configure Check-Out
column in the Plan Document Libraries worksheets, as outlined in, to assist in the configuration of the check-out of documents.
To configure document check-out on a document library:
Navigate to the document library (for example, contoso.com/Library1/Forms/Allitems.aspx).
menu, click Document Library Settings.
On the Customise page, under General Settings, click Versioning settings
On the Document Library Versioning Settings page, in the Require Check Out
When a user tries to open a document from the document libraryout the document.
Versioning
column in the Plan Document Libraries worksheets, as outlined in , to assist in the configuration of document versioning.
To configure document versioning on a document library:
Navigate to the document library (for example, contoso.com/Library1/Forms/Allitems.aspx).
menu, click Document Library Settings.
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worksheets, as outlined in
Versioning settings.
Require Check Out section,
When a user tries to open a document from the document library, they will be
worksheets, as outlined in
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3. On the Customise page, under
4. On the Document Library Versioning Settings page, in the section, decide whether to create major or minor versionsnumber of versions to retain.
5. Click OK. The document library will no
4.5.5 Configure Information Rights Management
Use the Require Information Rights Management?worksheets, as outlined in section management on the document library
To configure Information Rights Management
1. Navigate to the document library (http://moss.contoso.com
2. From the Settings menu, click
3. On the Customise page, under Management.
4. On the Information Rights Management (IRM) Settings page, permission to documents in this library on download
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
On the Customise page, under General Settings, click Versioning settings
On the Document Library Versioning Settings page, in the Document Version History section, decide whether to create major or minor versions, and whether or not to number of versions to retain.
The document library will now have version control.
Configure Information Rights Management
Require Information Rights Management? column in the Plan Document Librariesworksheets, as outlined in section 3.7.2, to assist in the configuration of information rights management on the document library.
Information Rights Management on a document library:
Navigate to the document library (for example, contoso.com/Library1/Forms/Allitems.aspx).
menu, click Document Library Settings.
On the Customise page, under Permissions and Management, click Information Rights
On the Information Rights Management (IRM) Settings page, select the permission to documents in this library on download option.
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settings.
Document Version History and whether or not to limit the
Plan Document Libraries information rights
Information Rights
the Restrict
Microsoft Office SharePoint Server 2007Version 1.0.0.0
5. Describe the IRM policy by typing a description.
6. Use the options and text boxes at the bottom of the (IRM) section to define
7. Click OK. The document library will now to it.
4.6 Develop Content
Site Collection Site Hierarchy
Content types are a reusable group of settings for a category of contentthe form of a Word document)handle content in a consistent way across a site collection. By defining content types for specific kinds of documents or information products, a these groups of content is managed in a consistent way.
Content types can be created for sites, or for lists and libraries. A content type is available to all those sites below it, but not to those above it. Thus, a content type created at the top level of a site collection is available to all sites in the site collection.
Using the Plan a Document Cfor document libraries.
4.6.1 Create a Custom
The following steps outline how to create a documcan be followed for alternative content types, including list, folder, page layout and publishing content types.
The Plan a Document Content Type
To create a document content type:
1. Using the identity of an administrative user, open the SharePoint site that will host the content type.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Describe the IRM policy by typing a permission policy title and permission
ext boxes at the bottom of the Information Rights Management section to define the restrictions that will be applied to documents in this library.
The document library will now enforce restrictions on documents that are added
ontent Types
DEVELOP
Navigation Web PagesDocument Libraries
Content Types
Content types are a reusable group of settings for a category of content (for example, document) that will enable healthcare organisations to organise, manage, and
handle content in a consistent way across a site collection. By defining content types for specific kinds of documents or information products, a healthcare organisation can ensure that each of
t is managed in a consistent way.
Content types can be created for sites, or for lists and libraries. A content type is available to all those sites below it, but not to those above it. Thus, a content type created at the top level of a site
available to all sites in the site collection.
Content Type worksheet, it is possible to create custom content types
ustom Document Content Type
The following steps outline how to create a document content type at the site level. Similar steps can be followed for alternative content types, including list, folder, page layout and publishing
Content Type worksheets detail what sites require a content type.
create a document content type:
Using the identity of an administrative user, open the SharePoint site that will host the
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permission policy
Information Rights Management will be applied to documents in this library.
enforce restrictions on documents that are added
Content Types Audiences
for example, a Memo in organisations to organise, manage, and
handle content in a consistent way across a site collection. By defining content types for specific organisation can ensure that each of
Content types can be created for sites, or for lists and libraries. A content type is available to all those sites below it, but not to those above it. Thus, a content type created at the top level of a site
it is possible to create custom content types
ent content type at the site level. Similar steps can be followed for alternative content types, including list, folder, page layout and publishing
worksheets detail what sites require a content type.
Using the identity of an administrative user, open the SharePoint site that will host the
Microsoft Office SharePoint Server 2007Version 1.0.0.0
2. On the Site Actions menuModify All Site Settings
3. On the Site Settings page,
4. On the Site Content Type Gallery page, click
5. On the New Site Content Type
6. In the Select Parent content type fromcategory, for example,
7. In the Parent Content Type example, Document.
Recommendation
Each document content type should type, or from a content type that is descended from the Document content type. This will ensure that the basic columns for the document types, such as Title and Created By, are present.
8. In the Put this site content type intoname.
9. Click OK to create the content type.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
menu, click Site Settings. If presented with a larger menu, also click Modify All Site Settings.
page, under Galleries, click Site content type.
On the Site Content Type Gallery page, click Create.
New Site Content Type page, enter a Name and Description for the content type.
Select Parent content type from drop-down list, select the appropriate content type category, for example, Document Content Types.
Parent Content Type drop-down list, select the appropriate content type, for
Each document content type should inherit its settings directly from the core Document content or from a content type that is descended from the Document content type. This will ensure
that the basic columns for the document types, such as Title and Created By, are present.
t this site content type into section, select New group and enter an appropriate
to create the content type.
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If presented with a larger menu, also click
for the content type.
down list, select the appropriate content type
down list, select the appropriate content type, for
inherit its settings directly from the core Document content or from a content type that is descended from the Document content type. This will ensure
that the basic columns for the document types, such as Title and Created By, are present.
and enter an appropriate
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.6.2 Create Columns
Using the Plan a Document Content Typeappropriate columns for use with the new document content type. Plan a Document Content Type
To create columns for a document content type:
1. On the Site Content Type page, which appears after creating a custom content type, click Add from new site column
2. On the New Site Column
3. In the Group section, select
4. Click OK.
5. To add additional columnsand use the drop-down menu to select the group that NewColumnGroup.
The columns that have been created for the content typein any associated document library.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
olumns for the New Custom Content Type
Plan a Document Content Type worksheet, it is possible to create and assappropriate columns for use with the new document content type. The Plan Columns Plan a Document Content Type worksheet, details the columns to add for each content type.
To create columns for a document content type:
On the Site Content Type page, which appears after creating a custom content type, click Add from new site column.
Column page, enter a column name without any spaces.
section, select New group and enter an appropriate name in the text box.
To add additional columns, repeat steps 1 to 4. However, in step 3, selectdown menu to select the group that was previously created
created for the content type will appear as document library document library.
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ustom Content Type
it is possible to create and associate the Plan Columns section of the
details the columns to add for each content type.
On the Site Content Type page, which appears after creating a custom content type, click
page, enter a column name without any spaces.
and enter an appropriate name in the text box.
select Existing group created, for example,
document library columns
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.6.3 Associate a Content
The Document Libraries Required to UType worksheets detail what content
To associate an out-of-the-box
1. Navigate to the appropriate document library.
2. On the Settings menu, clic
3. Under Content Types
Note
If the list or library is not set up to allow multiple content types, the appear on the Customise page.
4. In the Select Content Typesfrom the Select Site content types from
5. In the Available Site Content TypesAdd to move the selected conte
6. To add additional content types, repeat steps 4 and 5.
7. When all of the content types that are to be added appear in the section, click OK.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
ontent Type with a Document Library
Libraries Required to Use Content Type column in the Plan a Document what content types are to be associated with a document library.
box or custom content type with a document library:
Navigate to the appropriate document library.
menu, click Document Library Settings.
Types, click Add from existing site content types.
If the list or library is not set up to allow multiple content types, the Content Typesappear on the Customise page.
Content Types section, select the appropriate group of site content types Select Site content types from drop-down list.
Available Site Content Types list, select the appropriate content type, and then click to move the selected content type to the Content types to add list.
To add additional content types, repeat steps 4 and 5.
When all of the content types that are to be added appear in the Content types to add
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ibrary
Document Content types are to be associated with a document library.
or custom content type with a document library:
Content Types section does not
select the appropriate group of site content types
the appropriate content type, and then click list.
Content types to add
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.6.4 Implement and
Once a content type has been associated with a document library and the appropriate columns have been configured, it is also possible to connect a document template to content type metadata. Three steps are required in order t
1. Create a document template
2. Associate the document template with the new content type
3. Update the document template and connect it to the appropriate metadata
These are described in the following sectionsand libraries described in sections
4.6.4.1 Create a Document
It is possible to create a document
The Plan Template section of the templates to use with the document libraries specified in the Content Type column.
Note
The procedure below details how to create a document template from a blank template. If creating document template from an existing document,
To create a template from a blank template:
1. In Microsoft Office Word 2007, c
2. Select Blank document
3. Make the appropriate changes to the margin settings, page size and orientation, styles, and other formats. It is also possible to add instructional text, content controls picker) and graphics. More information on adding instructional text,protection to a document template can be found in
4. Click the Microsoft Office Button
5. In the Save As dialog box, document template’), selthen click Save.
34 Add content controls to a template {
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
and Update a Document Template
content type has been associated with a document library and the appropriate columns it is also possible to connect a document template to content type metadata.
hree steps are required in order to do this:
Create a document template.
Associate the document template with the new content type.
Update the document template and connect it to the appropriate metadata
following sections. For simplicity, the example document content types and libraries described in sections 4.6.1 to 4.6.3 are referred to.
ocument Template
document template from a blank template or an existing document.
section of the Plan a Document Content Type worksheet, details the document templates to use with the document libraries specified in the Document Libraries Required to Use
The procedure below details how to create a document template from a blank template. If creating plate from an existing document, only follow steps 3 to7.
To create a template from a blank template:
Word 2007, click the Microsoft Office Button , and then click
Blank document and click Create.
Make the appropriate changes to the margin settings, page size and orientation, styles, and other formats. It is also possible to add instructional text, content controls
More information on adding instructional text, context controls and protection to a document template can be found in Add content controls to a template
Microsoft Office Button , and then click Save As.
dialog box, give the new template a file name (for example, ‘, select Word Template from the Save as type drop
{R34}: http://office.microsoft.com/en-us/word/HA100307541033.aspx#3
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content type has been associated with a document library and the appropriate columns it is also possible to connect a document template to content type metadata.
Update the document template and connect it to the appropriate metadata.
the example document content types
template from a blank template or an existing document.
details the document Document Libraries Required to Use
The procedure below details how to create a document template from a blank template. If creating a
, and then click New.
Make the appropriate changes to the margin settings, page size and orientation, styles, and other formats. It is also possible to add instructional text, content controls (such as, a date
context controls and Add content controls to a template34.
for example, ‘Memo drop-down list, and
us/word/HA100307541033.aspx#3
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Note
It is possible to save the template as
� A Word 2007 Template (.dotx file)
� A Word Macro-Enabled Template
� A Word 97-2003 Template
6. Close the template.
4.6.4.2 Associate Document
The Plan Template section of the templates to use with specific
To associate a document template with a content type:
1. Navigate to the site which hosts the content type.
2. On the Site Actions menModify All Site Settings
3. On the Site Settings page,
4. Click on the appropriate content type, for example,
Note
If a link it not displayed for the appropriate content type, click the corresponding link in the column.
5. On the Site Content Type page, under
6. On the Site Content Type Advanced Settings page, in the select Upload a new document templatetemplate created previously.
7. Click OK.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
It is possible to save the template as any of the following:
A Word 2007 Template (.dotx file)
Enabled Template (.dotm file)
2003 Template (.dot file)
ocument Template with a Content Type
section of the Plan a Document Content Type worksheet details the document specific content types.
ment template with a content type:
Navigate to the site which hosts the content type.
menu, click Site Settings. If presented with a larger menu, also click Modify All Site Settings.
On the Site Settings page, under Galleries, click Site content types.
Click on the appropriate content type, for example, MyNewContentType
If a link it not displayed for the appropriate content type, click the corresponding link in the
On the Site Content Type page, under Settings, click Advanced settings
On the Site Content Type Advanced Settings page, in the Document TemplateUpload a new document template and click Browse to locate the document
template created previously.
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worksheet details the document
If presented with a larger menu, also click
MyNewContentType.
If a link it not displayed for the appropriate content type, click the corresponding link in the Source
Advanced settings.
Document Template section, to locate the document
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.6.4.3 Update the Document Metadata
If following sections 4.6.4.1 to embedded in it. Because of this,section 4.6.2. To enable this, the next step is to properties to the document text
The Notes column, of the Plan Templatedetails the metadata binding for the document content type
To add new properties to the document:
1. Navigate to the All Documentsdrop-down menu appears, s
2. If prompted with a warning click OK.
3. When the Word document opens, enter values into the fields in the Panel, which appears above the body of the document.
Note
The fields that appear
� Columns inherited from the parent content type, as chosen in section
� Customised columns, as created in section
4. Click the Microsoft Office Button
5. In the Save As dialog box, give and then click Save
To add the new properties to the document
1. In Word 2007, click the
2. Click Quick Parts to access
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
ocument Template and Connect the Appropriate
to 4.6.4.2, the document currently will not have the content type embedded in it. Because of this, the document will not show the new columns that were added in
. To enable this, the next step is to add new properties to the document, to the document text, and upload the modified template to the site content type gallery.
Plan Template section, in the Plan a Document Content Typemetadata binding for the document content type.
properties to the document:
All Documents view of the appropriate document library and click down menu appears, select the appropriate content type.
warning message that indicates that some files can harm
When the Word document opens, enter values into the fields in the Document Information , which appears above the body of the document.
that appear in the Document Information Panel are determined by
inherited from the parent content type, as chosen in section 4.6.1
ustomised columns, as created in section 4.6.2
Microsoft Office Button , and then click Save As
dialog box, give the document a file name (for example, ‘
To add the new properties to the document text:
lick the Insert tab to display the Insert ribbon.
to access the drop-down menu.
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ppropriate
have the content type show the new columns that were added in
new properties to the document, add template to the site content type gallery.
Content Type worksheet
view of the appropriate document library and click New. If a
message that indicates that some files can harm your computer,
Document Information
are determined by:
4.6.1
for example, ‘Memo 1.docx’),
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3. Point to Document PropertyThe property, for example,
4. Click the Microsoft Office Buttondrive.
To upload the modified document template to the site content type gallery:
1. Navigate to the site hosting the content type.
2. On the Site Actions menuModify All Site Settings
3. On the Site Settings page,
4. Click on the appropriate content type, for example,
Note
If a link is not displayed for the appropriate content type, click the corresponding link in the column.
5. On the Site Content Type page, under
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Document Property and click the property to insert, for example, The property, for example, NewColumA, will be added to the document.
Microsoft Office Button , and then click Save to save the document to a hard
To upload the modified document template to the site content type gallery:
Navigate to the site hosting the content type.
menu, click Site Settings. If presented with a larger menu, also click Modify All Site Settings.
On the Site Settings page, under Galleries, click Site content types.
Click on the appropriate content type, for example, MyNewContentType
not displayed for the appropriate content type, click the corresponding link in the
On the Site Content Type page, under Settings, click Advanced settings
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and click the property to insert, for example, NewColumnA. ded to the document.
to save the document to a hard
To upload the modified document template to the site content type gallery:
If presented with a larger menu, also click
MyNewContentType.
not displayed for the appropriate content type, click the corresponding link in the Source
Advanced settings.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
6. On the Site Content Type Advanced Settings page, in the select Upload a new document templatedocument template saved previously.
7. Click OK. The metadata from the content type is now connected to the document template. Thus, the text that is typed into the document.
4.7 Develop Audiences
Site Collection Site Hierarchy
Before developing audiences, user profiles must be imported.
4.7.1 Import Profiles
To import profiles:
1. Click Start > All ProgramsAdministration.
2. In the Quick Launch, click the
3. Under User Profiles and
4. On the User Profiles and Properties page, click
5. On the Configure Profile Import page, in the imported from one of the following:
� Current domain
� Entire Forest
� Custom source
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
On the Site Content Type Advanced Settings page, in the Document TempUpload a new document template and click Browse to locate the modified
document template saved previously.
The metadata from the content type is now connected to the document template. Thus, the text that is typed into the Document Information Panel will now appear in the
udiences
DEVELOP
Navigation Web PagesDocument Libraries
Content Types
audiences, user profiles must be imported.
Programs > Administrative Tools > SharePoint Central
In the Quick Launch, click the appropriate Shared Service, for example,
and My Sites, click User profiles and properties
On the User Profiles and Properties page, click Configure profile import
On the Configure Profile Import page, in the Source section, specify the data will be imported from one of the following:
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Document Template section, to locate the modified
The metadata from the content type is now connected to the document template. Document Information Panel will now appear in the
Content Types Audiences
Central
Shared Service, for example, SharedServices1.
properties.
import.
section, specify the data will be
Microsoft Office SharePoint Server 2007Version 1.0.0.0
6. In the Default Access Account appropriate directory.
Note
This account needs to also have Manage User Profiles rights. To verify this, click on Personalization services permissionspage. It is advised that the SharePoint Administrator account is used.
7. Click OK.
8. On the User Profiles and Properties page, click
9. After import is complete, on the User Profiles and Properties page, click to view the import results.
It is now possible to create audiences.
4.7.2 Create an Audience
The Plan Audiences worksheet details the audiences to create.
Note
Audiences should not be created until a profile import has been completed. For more information, see section 4.7.1.
To create an audience:
1. Click Start > All ProgramsAdministration.
2. In the Quick Launch, click the
3. Under Audiences, click
4. On the Manage Audiences page, click
5. In the Properties section
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Default Access Account section, specify an account that has read access to the
This account needs to also have Manage User Profiles rights. To verify this, click on Personalization services permissions under User Profiles and My Sites page. It is advised that the SharePoint Administrator account is used.
On the User Profiles and Properties page, click Start full import.
After import is complete, on the User Profiles and Properties page, click import results.
It is now possible to create audiences.
udience
worksheet details the audiences to create.
Audiences should not be created until a profile import has been completed. For more information, see
Programs > Administrative Tools > SharePoint Central
In the Quick Launch, click the appropriate Shared Service, for example,
, click Audiences.
On the Manage Audiences page, click Create audience.
section, enter a Name, Description and Owner.
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specify an account that has read access to the
This account needs to also have Manage User Profiles rights. To verify this, click on on the SSP Admin
After import is complete, on the User Profiles and Properties page, click View user profiles
Audiences should not be created until a profile import has been completed. For more information, see
Central
Shared Service, for example, SharedServices1.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
6. In the Add Audience Rule one of the following:
� Active Directory user property
� SharePoint property
7. If Property was selected
a. Use the property dropfor example, Work phone
b. In the operator section, select the most appropriate operator, for example,
c. In the Value section, type in an appropriate value, for example,
8. On the View Audience Properties steps 6-7 to add a new rule. Repeat this until all appropriate rules for the audience have been added. Audiences must now be compi
9. Using the breadcrumb navigation
10. On the Manage Audiences page, click
11. After compilation is complete, on the view the results.
Recommendation
Repeat the above steps for only because Active Directory configuration is likely to differ between stagiThis would require audiences to be manually added
4.7.3 Target Content
Using the Plan Audiences workshee
� List items or Web Parts
� Links published to Office
� My Site navigation bars
� Trusted My Site host locations
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Add Audience Rule page, in the operand section, specify if the rule will be based on
Active Directory user property – select User
SharePoint property – select Property
was selected:
Use the property drop-down box to specify the property that the rule will be based on, Work phone.
section, select the most appropriate operator, for example,
section, type in an appropriate value, for example, 0118
View Audience Properties page, click Add Rule to add any additional rules. Follow to add a new rule. Repeat this until all appropriate rules for the audience have
Audiences must now be compiled before they can be used.
Using the breadcrumb navigation, click Manage Audiences.
On the Manage Audiences page, click Start compilation.
After compilation is complete, on the Manage Audiences page, click on
only a small sample of audiences if using a staging environmentconfiguration is likely to differ between staging and production environments.
e audiences to be manually added rather than migrated to the production environment.
ontent
worksheet it is possible to targeted content to groups of users
List items or Web Parts
Links published to Office client applications
My Site navigation bars
Trusted My Site host locations
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section, specify if the rule will be based on
down box to specify the property that the rule will be based on,
section, select the most appropriate operator, for example, Contains.
0118.
to add any additional rules. Follow to add a new rule. Repeat this until all appropriate rules for the audience have
ed before they can be used.
page, click on View audiences to
if using a staging environment. This is ng and production environments.
rather than migrated to the production environment.
to groups of users through:
Microsoft Office SharePoint Server 2007Version 1.0.0.0
4.7.3.1 Target Content via
The List Items and Web PartsWeb Parts to be used to target content to
To configure a list item or Web Part to target a specific audience:
1. Navigate to the page which displays the Web Part.
2. On the Site Actions menu
3. Click edit, and then click
4. In the Web Parts tool pane, expand the
5. In the Target Audiences Paediatricians in Reading
6. Click OK.
7. Repeat steps 1 to 6 for all Web Parts that will target content to audiences.
4.7.3.2 Target Content via
The Office Client Links column ofused to target content to audiences.
To configure a link published to Office client
1. Click Start > All ProgramsAdministration.
2. In the Quick Launch, click the
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Target Content via List Items or Web Parts
columns in the Plan Audiences worksheet details the list items and arts to be used to target content to audiences.
To configure a list item or Web Part to target a specific audience:
Navigate to the page which displays the Web Part.
menu, click Edit Page.
click Modify Shared Web Part.
pane, expand the Advanced section.
Target Audiences text box, enter the name of the audience, for example, aediatricians in Reading.
for all Web Parts that will target content to audiences.
Target Content via Links Published to Office Client A
column of Plan Audiences worksheet details the Office Client Links to be used to target content to audiences.
To configure a link published to Office client applications to target a specific audience:
Programs > Administrative Tools > SharePoint Central
In the Quick Launch, click the appropriate Shared Service, for example,
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worksheet details the list items and
text box, enter the name of the audience, for example, New
for all Web Parts that will target content to audiences.
Applications
worksheet details the Office Client Links to be
applications to target a specific audience:
Central
Shared Service, for example, SharedServices1.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
3. Under User Profiles and My Sites
4. Click New > New Item
5. In the URL section, type in the URL and description of the site, document library or data connection library that will have targeted content.
6. In the target audience content.
Note
The document library will appear as a choice whenever someone within the specific audience, for example, New Paediatricians in Reading, shares a document from an Office client
7. Repeat steps 4 to 6 for all links published to office applications that will target content to audiences.
4.7.3.3 Target Content via
The Personalization Site Links site links to be used to target content to audiences.
To add personalization site navigation links to the My Site horizontal navigation bar:
1. Click Start > All ProgramsAdministration.
2. In the Quick Launch, click the
3. Under User Profiles and
4. Click New > New Item
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
User Profiles and My Sites, click Published links to Office client applications
New Item.
section, type in the URL and description of the site, document library or data connection library that will have targeted content.
target audience section, type the name of the audience which will receive targeted
The document library will appear as a choice whenever someone within the specific audience, for aediatricians in Reading, shares a document from an Office client
6 for all links published to office applications that will target content to
Target Content via My Site Navigation Bars
inks column of the Plan Audiences worksheet details the personalization site links to be used to target content to audiences.
To add personalization site navigation links to the My Site horizontal navigation bar:
Programs > Administrative Tools > SharePoint Central
In the Quick Launch, click the appropriate Shared Service, for example,
and My Sites, click Personalization site links.
Item.
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Published links to Office client applications.
section, type in the URL and description of the site, document library or data
type the name of the audience which will receive targeted
The document library will appear as a choice whenever someone within the specific audience, for aediatricians in Reading, shares a document from an Office client application.
6 for all links published to office applications that will target content to
worksheet details the personalization
To add personalization site navigation links to the My Site horizontal navigation bar:
Central
Shared Service, for example, SharedServices1.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
5. In the URL section, type in the URL of the personali
6. In the Owner section, type the name of the owner of the group. It is advised that the SharePoint administrator is used.
7. In the Target Audience content.
8. Repeat steps 4 to 7 for all personalization site navigation links that need to appear in audience My Site navigation bars. The added link will appear as a navigation link between My Home and My Profile on the navigation bar.
Note
A link to the portal home page can be addedusers to easily navigate from their My Site to the portal home page. Alternatively, page can be added to My Sites through the use of home page...35 for more information
4.7.3.4 Trusted My Site
The Trusted My Site Host LocationSite host locations to be used to target content to audiences.
To manage a list of Trusted My Site host locations and target each location to audiences:
1. Click Start > All ProgramsAdministration.
2. In the Quick Launch, click the
3. Under User Profiles and
4. Click New > New Item
35You do not see a link to the home page...
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
section, type in the URL of the personalization site.
section, type the name of the owner of the group. It is advised that the SharePoint administrator is used.
Target Audience section, type the name of the audience which will receive targeted
for all personalization site navigation links that need to appear in audience My Site navigation bars. The added link will appear as a navigation link between My Home and My Profile on the navigation bar.
A link to the portal home page can be added to My Sites by following the above procedure. This will allow users to easily navigate from their My Site to the portal home page. Alternatively, a link to the portal home page can be added to My Sites through the use of portal site connections (see You d
for more information).
Trusted My Site Host Locations
ocation column of the Plan Audiences worksheet details the to be used to target content to audiences.
manage a list of Trusted My Site host locations and target each location to audiences:
Programs > Administrative Tools > SharePoint Central
In the Quick Launch, click the appropriate Shared Service, for example,
and My Sites, click Trusted My Site host locations
Item.
You do not see a link to the home page...{R35}: http://support.microsoft.com/kb/924464
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section, type the name of the owner of the group. It is advised that the
section, type the name of the audience which will receive targeted
for all personalization site navigation links that need to appear in audience My Site navigation bars. The added link will appear as a navigation link between
to My Sites by following the above procedure. This will allow a link to the portal home
You do not see a link to the
worksheet details the Trusted My
manage a list of Trusted My Site host locations and target each location to audiences:
Central
Shared Service, for example, SharedServices1.
Trusted My Site host locations.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
5. In the URL section, type in the URL of the
6. In the Target Audiencespecified location.
Audiences will receive targeted content for the appropriate SSP.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
section, type in the URL of the Trusted My Site host location
udiences section, type the name of the audience which need to view the
Audiences will receive targeted content for the appropriate SSP.
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Trusted My Site host location.
which need to view the
Microsoft Office SharePoint Server 2007Version 1.0.0.0
5 STABILISE
The Stabilise phase involves testing the solution components, issues that are found. It is advised environment is used for testing. This will ensure the solution components are used and tested under realistic environmental conditions.
Figure 22 illustrates the critical components which an IT professional responsible for stabilising the SharePoint Server 2007 information architecture needs to determine.
Testing Considerations
Using Test Computers
Test Procedures
Supporting Documents
Figure 22: Sequence for Stabilising SharePoint Server 2007
5.1 Testing Considerations
STABILISE
Testing Considerations
Using Test Computers
Testing is an important part of any software deployment project and has a number of benefits. Testing allows the administrator to be comfortable with or configuration changes that are about to be made. It is also important to allow the administrator to identify any potential issues that could be introduced, and to plan for them prior to implementation in a production environment.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
The Stabilise phase involves testing the solution components, and resolving and prioritising any It is advised that a staging environment that mirrors the production
nvironment is used for testing. This will ensure the solution components are used and tested under realistic environmental conditions.
the critical components which an IT professional responsible for stabilising the information architecture needs to determine.
SharePoint Server 2007
Testing Considerations
STABILISE
Test Procedures
Supporting Documents
Testing is an important part of any software deployment project and has a number of benefits. Testing allows the administrator to be comfortable with the information architectureor configuration changes that are about to be made. It is also important to allow the administrator to identify any potential issues that could be introduced, and to plan for them prior to implementation
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resolving and prioritising any that a staging environment that mirrors the production
nvironment is used for testing. This will ensure the solution components are used and tested
the critical components which an IT professional responsible for stabilising the
Testing is an important part of any software deployment project and has a number of benefits. ormation architecture implementation
or configuration changes that are about to be made. It is also important to allow the administrator to identify any potential issues that could be introduced, and to plan for them prior to implementation
Microsoft Office SharePoint Server 2007Version 1.0.0.0
5.2 Using Test Computers
STABILISE
Testing Considerations
Using Test Computers
Before SharePoint Server 2007infrastructure, they should be tested in a controlled environment using test computers that arepresentative of those used in the and the 2007 Office system, a test plan that contains Some example test objectives are:
� Verify that the user expeelements) is as expected. If the installation tailors navigation to audiences, ensure this occurs as expected
� Verify that content types work as expected, including any use of document templates
� Verify that SharePoint Server 2007affect the performance of any other application software
When testing SharePoint Server 2007to ensure that no adverse effects are experienced.
5.3 Test Procedures
STABILISE
Testing Considerations
Using Test Computers
The test procedures should give the processes, procedures and endinclude installing or deploying SharePoint Server 2007 {R5}.
The healthcare IT professional should during the course of this document.
The SharePoint 2007 Test Data Population TooServer 2007 server infrastructure with test data, such as documents, list and sites.
36 SharePoint 2007 Test Data Population Tool
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Computers
STABILISE
Test Procedures
Supporting Documents
SharePoint Server 2007 and the 2007 Office system are implemented in the infrastructure, they should be tested in a controlled environment using test computers that arepresentative of those used in the healthcare organisation. When testing SharePoint Server 2007
a test plan that contains the testing objectives should be followedSome example test objectives are:
Verify that the user experience (as configured with sites, Web pages and navigation elements) is as expected. If the installation tailors navigation to audiences, ensure this
Verify that content types work as expected, including any use of document templates
SharePoint Server 2007 performs as expected, and that it does not adversely affect the performance of any other application software
SharePoint Server 2007 and 2007 Office system, follow a defined process for testing adverse effects are experienced.
Test Procedures
STABILISE
Test Procedures
Supporting Documents
The test procedures should give the healthcare IT professional the ability to run through all and end-user activities that would be carried out in production. Th
SharePoint Server 2007, as outlined in Deployment for Office .
IT professional should also test the configuration that was planned and developed during the course of this document.
SharePoint 2007 Test Data Population Tool36 can be used to populate the test server infrastructure with test data, such as documents, list and sites.
SharePoint 2007 Test Data Population Tool {R36}: http://www.codeplex.com/sptdatapop
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are implemented in the production infrastructure, they should be tested in a controlled environment using test computers that are
SharePoint Server 2007 should be followed.
pages and navigation elements) is as expected. If the installation tailors navigation to audiences, ensure this
Verify that content types work as expected, including any use of document templates
performs as expected, and that it does not adversely
, follow a defined process for testing
IT professional the ability to run through all that would be carried out in production. This should
Deployment for Office
planned and developed
populate the test SharePoint server infrastructure with test data, such as documents, list and sites.
Microsoft Office SharePoint Server 2007Version 1.0.0.0
5.4 Supporting Documents
STABILISE
Testing Considerations
Using Test Computers
SharePoint Server 2007 has performance and capacity limitsrequired in order to achieve acfound in the Plan for software boundaries (Office SharePoint Server)and capacity requirements for Windows SharePoint Services collaboration environments (Office SharePoint Server)38.
During stabilisation, critical events may occur that impact the performance of 2007. It is important to be able to diagnose these events and respond to them. More information on detecting and responding to critical Server 2007 Management Pack Guide
37 Plan for software boundaries (Office SharePoint Server)
38 Estimate performance and capacity requirements for Windows SharePoint Services collaboration environments (Office SharePoint Server) {R38}: http://technet.microsoft.com/en
39 SharePoint Server 2007 Management Pack Guide
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Supporting Documents
STABILISE
Test Procedures
Supporting Documents
has performance and capacity limits, and it is useful to be aware of what is required in order to achieve acceptable performance. More information on these subjects can be
Plan for software boundaries (Office SharePoint Server)37 and Estimate performance and capacity requirements for Windows SharePoint Services collaboration environments (Office
critical events may occur that impact the performance of SharePoint Server . It is important to be able to diagnose these events and respond to them. More information on
detecting and responding to critical SharePoint Server 2007 events can be found in the Server 2007 Management Pack Guide39.
Plan for software boundaries (Office SharePoint Server) {R37}: http://technet.microsoft.com/en-us/library/cc262787.aspx
pacity requirements for Windows SharePoint Services collaboration environments (Office http://technet.microsoft.com/en-us/library/cc261795.aspx
SharePoint Server 2007 Management Pack Guide {R39}: http://go.microsoft.com/fwlink/?LinkID=94824&clcid=0x409
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and it is useful to be aware of what is ceptable performance. More information on these subjects can be
Estimate performance and capacity requirements for Windows SharePoint Services collaboration environments (Office
SharePoint Server . It is important to be able to diagnose these events and respond to them. More information on
events can be found in the SharePoint
us/library/cc262787.aspx
pacity requirements for Windows SharePoint Services collaboration environments (Office
http://go.microsoft.com/fwlink/?LinkID=94824&clcid=0x409
Microsoft Office SharePoint Server 2007Version 1.0.0.0
6 DEPLOY
Once the solution has been stabilisedDuring the Deploy phase, the core solution components are deployed for more widespread application and use, and the deployment is stabilised through ongoing monitoring.
Figure 23 illustrates the recommended deploying SharePoint Server 2007
Backup and Restore(Required)
Backup
Other Migration Tools(Optional)
Figure 23: Sequence for Deploying SharePoint Server 2007
To deploy the solution into a production environment aproduction environment should be
1. Running setup and selecting
2. Running the SharePoint Products and Technologies Configuration Wizard to create a new farm, configuration database and farm services
3. Creating Web applications for the Shared Services Provider and fneeded.
4. Creating the Shared Services Provider.
More information on deploying SharePoint Server 2007 {R5}.
To deploy the solution into a production environmentstaging environment. The existing data can be categorised into:
� Content – This is data stored in the Content database, typically created through the user interface or using tools such as hierarchies, site directories, nonplus any documents, files or list items stored within lists or libraries.
� Code – This includes items such as assemblies, XML files and other components related to custom development that reside outside of the content database, on the file system of the SharePoint Web servers. These are typically created using tools such as Visual Studio 2005, and includes custom Web Parts, field controls and site definitions.
It is possible to migrate audiences by using the Backup and Restore tool and specifying to backup and restore the farm. However, as production environments, only a small sample of audiences environment. In this case, audiences must be manually added to a production environment. To do this, follow the steps highlighted in section
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Once the solution has been stabilised, it is possible to deploy it into a production environment. During the Deploy phase, the core solution components are deployed for more widespread application and use, and the deployment is stabilised through ongoing monitoring.
recommended tasks which a healthcare IT professional responsible for SharePoint Server 2007 may need to perform.
Backup Restore
SharePoint Server 2007
To deploy the solution into a production environment an appropriate SharePoint Server should be setup and ready for use. This requires:
Running setup and selecting Complete Server Installation.
Running the SharePoint Products and Technologies Configuration Wizard to create a new farm, configuration database and farm services.
Creating Web applications for the Shared Services Provider and for other content as
Creating the Shared Services Provider.
More information on deploying SharePoint Server 2007 can be found in Deployment for Office .
To deploy the solution into a production environment, all data must be migrated from the existing staging environment. The existing data can be categorised into:
This is data stored in the Content database, typically created through the user interface or using tools such as Office SharePoint Designer. It includes site hierarchies, site directories, non-custom master pages, page layouts and content types;
ny documents, files or list items stored within lists or libraries.
This includes items such as assemblies, XML files and other components related to custom development that reside outside of the content database, on the file system of the
eb servers. These are typically created using tools such as Visual Studio and includes custom Web Parts, field controls and site definitions.
It is possible to migrate audiences by using the Backup and Restore tool and specifying to backup and restore the farm. However, as Active Directory configurations may differ in staging and
only a small sample of audiences should have been created environment. In this case, audiences must be manually added to a production environment. To do this, follow the steps highlighted in section 4.7.
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it is possible to deploy it into a production environment. During the Deploy phase, the core solution components are deployed for more widespread application and use, and the deployment is stabilised through ongoing monitoring.
IT professional responsible for
SharePoint Server 2007
Running the SharePoint Products and Technologies Configuration Wizard to create a new
or other content as
Deployment for Office
all data must be migrated from the existing
This is data stored in the Content database, typically created through the Web . It includes site
custom master pages, page layouts and content types;
This includes items such as assemblies, XML files and other components related to custom development that reside outside of the content database, on the file system of the
eb servers. These are typically created using tools such as Visual Studio and includes custom Web Parts, field controls and site definitions.
It is possible to migrate audiences by using the Backup and Restore tool and specifying to backup configurations may differ in staging and
ave been created in a staging environment. In this case, audiences must be manually added to a production environment. To do
Microsoft Office SharePoint Server 2007Version 1.0.0.0
6.1 Backup and Restore
DEPLOY
Backup and Restore
Other Migration Tools
To migrate content from the content database within a staging environment to a content database in a production environment, the Backup and used. Using the Backup and Restore feature it is possible to move farms, Web applications, content databases, and Project databases from one server farm ((for example, production).
6.1.1 Backup
Site hierarchies, site directories, any documents, files or list items stored within lists or libraries can be backed up.
To perform a backup:
Note
It is assumed that the destination server has a different name. It is also assumed2007 has only been installed once on the destination server, and has been configured appropriately.
1. In the staging environment, click SharePoint Central Administration
2. Click Operations on the top navigation bar.
3. On the Operations page, under
4. In the Perform a Backup required farm, Web application example, WSS_Content
Note
It is possible to select all farm components by Audiences are backed up.
5. Click Continue to Backup Options
6. In the Start Backup – Step 2 of 2: Select Backup Options page, in the section, select Full.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
estore
To migrate content from the content database within a staging environment to a content database the Backup and Restore feature of SharePoint Server 2007
Using the Backup and Restore feature it is possible to move farms, Web applications, content databases, and Project databases from one server farm (for example, staging) to another
ite hierarchies, site directories, non-custom master pages, page layouts and content types; plus any documents, files or list items stored within lists or libraries can be backed up.
It is assumed that the destination server has a different name. It is also assumed that SharePoint Server 2007 has only been installed once on the destination server, and has been configured appropriately.
In the staging environment, click Start > All Programs > AdministrativeAdministration.
on the top navigation bar.
On the Operations page, under Backup and Restore, click Perform a
In the Perform a Backup – Step 1 of 2: Select component to Backup page, Web application (for example, moss.contoso.com), content database
WSS_Content), or project database item.
It is possible to select all farm components by selecting the Farm option. This will ensure that Audiences are backed up.
Continue to Backup Options.
Step 2 of 2: Select Backup Options page, in the Type of backup
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To migrate content from the content database within a staging environment to a content database SharePoint Server 2007 can be
Using the Backup and Restore feature it is possible to move farms, Web applications, staging) to another
custom master pages, page layouts and content types; plus any documents, files or list items stored within lists or libraries can be backed up.
that SharePoint Server 2007 has only been installed once on the destination server, and has been configured appropriately.
Administrative Tools >
backup.
Step 1 of 2: Select component to Backup page, select the , content database (for
. This will ensure that
Type of backup
Microsoft Office SharePoint Server 2007Version 1.0.0.0
7. In the Backup File Location \\backup\SharePoint.
Note
The SharePoint application pool account and the SQL server permissions on the file share specified as the backup location.
8. Click OK.
9. On the Backup and Restore Status page, click progress.
10. Once the backup is done,
11. Repeat steps 1 to 10 for all farms, Web applications, content databases or project databases that require migration.
6.1.2 Restore
Site hierarchies, site directories, nonany documents, files or list items stored within lists or libraries can be restored.
To perform a restore:
Important
If the Web application, that will have content restored to itsame name as the Web application that has been backed up, content may be overwritten.
1. In the production environment, click SharePoint Central Administration
2. Click Operations on the top navigation bar.
3. On the Operations page, un
4. On the Restore from Backup: Step 1 of 4: Select Backup FileLocation, enter the UNC path to the backup folder, for example,
5. Click OK.
6. On the Restore from Backup target backup package.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Backup File Location section, enter a backup location for example,
The SharePoint application pool account and the SQL server account must have appropriate permissions on the file share specified as the backup location.
On the Backup and Restore Status page, click Refresh to see the jobs currently in
Once the backup is done, Completed will show in the progress column.
10 for all farms, Web applications, content databases or project databases that require migration.
Site hierarchies, site directories, non-custom master pages, page layouts and content types; plus or list items stored within lists or libraries can be restored.
that will have content restored to it, has a site collection or a database with the application that has been backed up, content may be overwritten.
In the production environment, click Start > All Programs > AdministrativeAdministration.
on the top navigation bar.
On the Operations page, under Backup and Restore, click Restore from
Restore from Backup: Step 1 of 4: Select Backup File page, under , enter the UNC path to the backup folder, for example, \\backup
On the Restore from Backup – Step 2 of 4: Select Backup to Restore page, target backup package.
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section, enter a backup location for example,
account must have appropriate
to see the jobs currently in
column.
10 for all farms, Web applications, content databases or project
custom master pages, page layouts and content types; plus or list items stored within lists or libraries can be restored.
has a site collection or a database with the application that has been backed up, content may be overwritten.
Administrative Tools >
from backup.
page, under Backup File backup\SharePoint.
Step 2 of 4: Select Backup to Restore page, select the
Microsoft Office SharePoint Server 2007Version 1.0.0.0
7. Click Continue Restore Process
8. On the Restore from Backup required farm, Web application example, WSS_Content
9. Click Continue Restore Process
10. On the Restore from Backup Options section, select
11. If presented with the Login names and passwordspassword for the Web applications listed on the page.which was used when creating thsufficient SQL Server permissions to restore the database.
12. In the New names section, to create copies for the restored content, specify the Web application URL and name, the database server name, the file location on the server, and the new names for the new databases.
13. Click OK.
14. On the Backup and Restore Statusprogress.
15. When the recovery has finished, click
16. Type iisreset into the Run
17. If errors appear, more information can be founpreviously specified.
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Continue Restore Process.
On the Restore from Backup – Step 3 of 4: Select Component to Restore page, farm, Web application (for example, moss.contoso.com), content database WSS_Content), or project database item to restore.
Continue Restore Process.
On the Restore from Backup – Step 4 of 4: Select Restore Options page, in the section, select New Configuration.
Login names and passwords section, enter the user name and password for the Web applications listed on the page. This is the user name and password which was used when creating the Web application. The user name account must ha
permissions to restore the database.
section, to create copies for the restored content, specify the Web application URL and name, the database server name, the file location on the server, and the new names for the new databases.
On the Backup and Restore Status page, click Refresh to see the jobs currently in
When the recovery has finished, click Start > Run.
Run dialog box and click OK.
ppear, more information can be found in the Sprestore.log file at the UNC path
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Step 3 of 4: Select Component to Restore page, select the , content database (for
Step 4 of 4: Select Restore Options page, in the Restore
section, enter the user name and This is the user name and password
lication. The user name account must have
section, to create copies for the restored content, specify the Web application URL and name, the database server name, the file location on the server, and
to see the jobs currently in
prestore.log file at the UNC path
Microsoft Office SharePoint Server 2007Version 1.0.0.0
6.2 Other Migration
DEPLOY
Backup and Restore
Other Migration Tools
As described at the start of section production environment using:
� STSADM – A command line tool that can access the complete set of 2007 operations. More information on STSADM can be found in (Office SharePoint Server)
� The Content Deployment tool information on the Content Deployment tool can be found in
� The Content Migration Application Programming Interfacefor migrating content between Content Migration API can be found in
� Solutions and FeaturesVisual Studio to be packaged and migrated. can be found in Solutions and Web Part Packages
40 Stsadm command-line tool (Office SharePoint Server)
41 Plan content deployment {R41}: http://technet2.microsoft.com/Office/f/?en
42 Content Migration Overview {R42}:
43 Solutions and Web Part Packages {
44 Working with Features {R44}: http://msdn2.microsoft.com/en
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
igration Tools
As described at the start of section 6.1, it is also possible to migrate content from a staging to a roduction environment using:
A command line tool that can access the complete set of SharePoint Server More information on STSADM can be found in Stsadm command
(Office SharePoint Server)40.
The Content Deployment tool accessible via Central Administrationinformation on the Content Deployment tool can be found in Plan content deployment
The Content Migration Application Programming Interface – A simple and flexible API for migrating content between SharePoint Server 2007 sites. More information on the Content Migration API can be found in Content Migration Overview 42.
Solutions and Features – This enables code that has been developed in tools such as Visual Studio to be packaged and migrated. More information on Solutions and Features
Solutions and Web Part Packages43 and Working with Features
line tool (Office SharePoint Server) {R40}: http://technet.microsoft.com/en-us/library/cc261956.aspx
http://technet2.microsoft.com/Office/f/?en-us/library/edcdacca-8013-460e-95a0-d2b83b6cc7ef1033.mspx
: http://msdn2.microsoft.com/en-us/library/ms453426.aspx
{R43}: http://msdn2.microsoft.com/en-us/library/ms413687.aspx
http://msdn2.microsoft.com/en-us/library/ms413687.aspx
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t is also possible to migrate content from a staging to a
SharePoint Server Stsadm command-line tool
accessible via Central Administration – More Plan content deployment41.
A simple and flexible API More information on the
This enables code that has been developed in tools such as More information on Solutions and Features
Working with Features44.
us/library/cc261956.aspx
d2b83b6cc7ef1033.mspx
us/library/ms413687.aspx
Microsoft Office SharePoint Server 2007Version 1.0.0.0
APPENDIX A This appendix includes a description of the core Site Templates, Master Page Templates and Web Parts available within SharePoi
PART I Site Templates
Category Template
Collaboration Blank Site
Blog Site
Document Workspace
Team Site
Wiki Site
Enterprise Document Center
My Site Host
Personalization
Records Center
Search Center
Search Center with Tabs
Site Directory
Meeting Basic Meeting Workspace
Blank Meeting Workspace
Decision Meeting Workspace
Multipage Meeting Workspace
Social Meeting Workspace
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
TEMPLATES
This appendix includes a description of the core Site Templates, Master Page Templates and Web Parts available within SharePoint Server 2007.
Site Templates
Purpose
A blank site for customisation.
A site for a person or team to post ideas, observations, and expertise that site visitors can comment on.
Document Workspace A site for colleagues to work together on a document. It provides a document library for storing the primary document and supporting files, a tasks list for assigning toand a links list to point to resources related to the document.
A site for a team to quickly organise, author, and share information. It provides a document library and lists for managing announcements, calendar items, tasks, and discussions.
A site for a community to brainstorm and share ideas. It provides be quickly edited to record information and then linked together through keywords.
A site to centrally manage documents in a healthcare organisation.
A site used for hosting personal sites. The home page will always redirect to the user's My Site.
A site for delivering personalised views, data, and navigation from a site collection into My Site. It includes personalisation specific Web Parts and navigation that is optimised for My Site sites.
A site designed for records management. Records managers can configure the routing table to direct incoming files to specific locations. The site prevents records from being modified after they are added to it.
A site for delivering the SharePoint Server 2007 search experience. The site includes pages for search results and advanced searches.
Search Center with Tabs A site for delivering the search experience. The welcome page includes a search box with two tabs: one for general searches, and another for searches for information about people. It is possible to add and customise tabs to focus on other search scopes or result types.
A site for listing and categorising other sites in a healthcare
Basic Meeting Workspace A site to plan, organise, and capture the results of a meeting. It provides lists for managing the agenda, meeting attendees, and documents.
Blank Meeting Workspace A blank meeting site for customisation.
A site for meetings that track status or make decisions. It provides lists for creating tasks, storing documents, and recording decisions.
A site to plan a meeting, and to capture the meeting's decisions and other results. It provides lists for managing the meeting agenda and attendees, along with two blank pages for customisation.
A site to plan social occasions.
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This appendix includes a description of the core Site Templates, Master Page Templates and Web
A site for a person or team to post ideas, observations, and expertise that site visitors
site for colleagues to work together on a document. It provides a document library for storing the primary document and supporting files, a tasks list for assigning to-do items, and a links list to point to resources related to the document.
site for a team to quickly organise, author, and share information. It provides a document library and lists for managing announcements, calendar items, tasks, and
A site for a community to brainstorm and share ideas. It provides Web pages that can be quickly edited to record information and then linked together through keywords.
organisation.
home page will always redirect to the user's
A site for delivering personalised views, data, and navigation from a site collection into My Site. It includes personalisation specific Web Parts and navigation that is optimised
A site designed for records management. Records managers can configure the routing table to direct incoming files to specific locations. The site prevents records from being
A site for delivering the SharePoint Server 2007 search experience. The site includes
A site for delivering the search experience. The welcome page includes a search box two tabs: one for general searches, and another for searches for information about
people. It is possible to add and customise tabs to focus on other search scopes or
hcare organisation.
A site to plan, organise, and capture the results of a meeting. It provides lists for managing the agenda, meeting attendees, and documents.
A site for meetings that track status or make decisions. It provides lists for creating
A site to plan a meeting, and to capture the meeting's decisions and other results. It provides lists for managing the meeting agenda and attendees, along with two blank
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Category Template
Publishing Collaboration Portal
News Site
Publishing Portal
Table 8: Default Site Templates
PART II Master Page Templates
Master Page Name Description
default.master � Provides a top navigation band and a vertical navigation section� Navigation uses a light blue colour scheme
BlueBand.master � Provides a top navigation band and a vertical navigation section
� Navigation uses a blue colour scheme
BlackBand.master � Provides a top navigation band and a vertical navigation section� Navigation uses a black colour scheme
BlueGlassBand.master � Provides a top navigation band and a vertical navigation section� Navigation
BlueVertical.master � Provides only a vertical navigation section� Navigation uses a blue colour scheme
BlackVertical.master � Provides only a vertical navigation section� Navigation uses a black colour scheme
BlueTabs.master � Provides top navigation by using tabs and a vertical navigation section� Navigation uses a blue colour scheme
OrangeSingleLevel.master � Provides a top navigation bar that shows a single level of navigation and a vertical navigation section that does not inc
� Navigation uses an orange colour scheme
BlackSingleLevel.master � Provides a top navigation bar that shows a single level of navigation and a vertical navigation section that does not include flyouts
� Navigation uses a black colour scheme
Table 9: Default Master Page Templates
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Purpose
A starter site hierarchy for an intranet divisional portal. It includes a home page, a News site, a Site Directory, a Document Center, and a Search Center with Tabs. Typically, this site has an equal number of contributors and readers. Collaboration portals often include subsites based on templates in the Collaboration category.
A blank site for expanding the Web site and quickly publishing Web pages. Contributors can work on draft versions of pages and publish visible to readers. The site includes document and image libraries for storing Web publishing assets.
A starter site hierarchy for an Internet-facing site or a large intranet portal. This site can be customised easily to supply distinctive branding. It includes a home page, a sample press releases subsite, a Search Center, and a login page. Typically, this site has many more readers than contributors. This site enables content approval workflows by default for a more focontrolled publishing process. It also restricts the rights of anonymous users to only be able to see content pages, but not to be able to view SharePoint Server 2007 application pages.
Master Page Templates
Description
Provides a top navigation band and a vertical navigation section Navigation uses a light blue colour scheme
Provides a top navigation band and a vertical navigation section
Navigation uses a blue colour scheme
Provides a top navigation band and a vertical navigation section Navigation uses a black colour scheme
Provides a top navigation band and a vertical navigation section Navigation uses a blue glass colour scheme
Provides only a vertical navigation section Navigation uses a blue colour scheme
Provides only a vertical navigation section Navigation uses a black colour scheme
Provides top navigation by using tabs and a vertical navigation section Navigation uses a blue colour scheme
Provides a top navigation bar that shows a single level of navigation and a vertical navigation section that does not include flyouts Navigation uses an orange colour scheme
Provides a top navigation bar that shows a single level of navigation and a vertical navigation section that does not include flyouts Navigation uses a black colour scheme
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A starter site hierarchy for an intranet divisional portal. It includes a home page, a News site, a Site Directory, a Document Center, and a Search Center with Tabs.
and readers. Collaboration portals often include subsites based on templates in the Collaboration category.
A blank site for expanding the Web site and quickly publishing Web pages. Contributors can work on draft versions of pages and publish them to make them visible to readers. The site includes document and image libraries for storing Web
facing site or a large intranet portal. This site can to supply distinctive branding. It includes a home page, a sample
press releases subsite, a Search Center, and a login page. Typically, this site has
This site enables content approval workflows by default for a more formal and controlled publishing process. It also restricts the rights of anonymous users to only be able to see content pages, but not to be able to view SharePoint Server 2007
Provides a top navigation bar that shows a single level of navigation and a vertical navigation section
Provides a top navigation bar that shows a single level of navigation and a vertical navigation section
Microsoft Office SharePoint Server 2007Version 1.0.0.0
PART III Web Parts
Web Part Name Description
General SharePoint Web Parts
Content Editor Web Part This can be used to add formatted text, tables, hyperlinks, and images to a Web Part Page.
Form Web Part This can be used to connect to and filter a column of data in another Web Part. Both Web Parts must run on the same server.
Image Web Part This can be used to add a picture or graphic to a Web Part Page.
<List View> Web Part This can be used to Parts, including other List View Web Parts.
Note
The Web Part does not appear with the name ‘List View’. When a list is created, a Web Part is automatically created ancause the automatic creation of a Web Part called Patient Data Web Part in the Site Name gallery. The Web Part automatically displays the data contained in the Patient Data list.
Page Viewer Web Part This can be used to display a Web page, file, or folder on a Web Part Page.
Site Users Web Part This can be used to display a list of users and groups who have permission to use a site. The Site Users Web Part automatically appearto any Web Part page.
XML Web Part This can be used to display Extensible Markup Language (XML) and apply Extensible Stylesheet Language Transformations (XSLT) to the XML before the con
Team Site Template Web Parts
Announcements This can be used to share news, status, and other short bits of information with team members.
Calendar This can be used to display upcoming events or team schedules.
Links This can be
Shared Documents This can be used to share files from the default document library with site users.
Tasks This can be used to assign a task to a user, specify its due date and priority, and indicate its status and progress.
Team Discussion This can be used to provide a forum topic discussions.
Table 10: SharePoint Web Parts
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Description
This can be used to add formatted text, tables, hyperlinks, and images to a Web Part Page.
This can be used to connect to and filter a column of data in another Web Part. Both Web Parts must run on the same server.
This can be used to add a picture or graphic to a Web Part Page.
This can be used to display, and edit, list or library data on a site. It can also be connected to other Web Parts, including other List View Web Parts.
The Web Part does not appear with the name ‘List View’. When a list is created, a Web Part is automatically created and named after the list. For example, creating a list called Patient Data will cause the automatic creation of a Web Part called Patient Data Web Part in the Site Name gallery. The Web Part automatically displays the data contained in the Patient Data list.
This can be used to display a Web page, file, or folder on a Web Part Page.
This can be used to display a list of users and groups who have permission to use a site. The Site Users Web Part automatically appears on the home page of a Document Workspace site. It can also be added to any Web Part page.
This can be used to display Extensible Markup Language (XML) and apply Extensible Stylesheet Language Transformations (XSLT) to the XML before the content is displayed.
This can be used to share news, status, and other short bits of information with team members.
This can be used to display upcoming events or team schedules.
This can be used to post hyperlinks to Web pages.
This can be used to share files from the default document library with site users.
This can be used to assign a task to a user, specify its due date and priority, and indicate its status and
This can be used to provide a forum topic discussions.
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This can be used to add formatted text, tables, hyperlinks, and images to a Web Part Page.
This can be used to connect to and filter a column of data in another Web Part. Both Web Parts must
display, and edit, list or library data on a site. It can also be connected to other Web
The Web Part does not appear with the name ‘List View’. When a list is created, a Web Part is d named after the list. For example, creating a list called Patient Data will
cause the automatic creation of a Web Part called Patient Data Web Part in the Site Name gallery. The Web Part automatically displays the data contained in the Patient Data list.
This can be used to display a list of users and groups who have permission to use a site. The Site Users s on the home page of a Document Workspace site. It can also be added
This can be used to display Extensible Markup Language (XML) and apply Extensible Stylesheet tent is displayed.
This can be used to share news, status, and other short bits of information with team members.
This can be used to share files from the default document library with site users.
This can be used to assign a task to a user, specify its due date and priority, and indicate its status and
Microsoft Office SharePoint Server 2007Version 1.0.0.0
APPENDIX B This section includes links to related SharePoint Server 2007 topics.
PART I Business Data CatalogThis can be used to integrate with a including Line of Business (LOB) applications, databases and Web services.
Skill or Technology Area
Resource Location
Introduction to Business Data Catalog features
http://office.microsoft.com/enus/sharepointserver/HA102200501033.aspx?pid=CH100948691033
Business Data Catalog http://msdn2.microsoft.com/enus/library/ms563661.aspx
Add connections to the Business Data Catalog
http://technet2.microsoft.com/Office/f/?enus/library/e6a2593e7cdff749df1c1033.mspx
Table 11: Resources for Business Data Catalog
PART II Users, Groups and Security
Skill or Technology Area
Resource Location
Plan site and content security
http://technet2.microsoft.com/Office/f/?enus/library/85a1866e9ea61905c6d41033.mspx
Plan for people and user profiles
http://technet2.microsoft.com/Office/enus/library/267523c2d75f1e2f66031033.mspx?mfr=true
Managing security and permissions
http://office.microsoft.com/engb/sharepointserver/CH101248581033.aspx?pid=CH100305511033
Table 12: Resources for Site and Content Security
PART III Alerts for Lists and Libraries
Skill or Technology Area
Resource Location
Plan outgoing e-mail http://technet2.microsoft.com/Office/f/?enus/library/754016518a636f0b072d1033.mspx
Create an alert or subscribe to an RSS feed
http://office.microsoft.com/engb/sharepointserver/HA102487581033.aspx
Table 13: Resources for Configuring Alerts for Lists and Libraries
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
OTHER RESOURCES
This section includes links to related SharePoint Server 2007 topics.
Business Data Catalog This can be used to integrate with a healthcare organisations existing information architecture, including Line of Business (LOB) applications, databases and Web services.
Resource Location Description
http://office.microsoft.com/en-us/sharepointserver/HA102200501033.aspx?pid=CH100948691033
Provides an overview of the Business Data
http://msdn2.microsoft.com/en-us/library/ms563661.aspx
Provides an overview of the Business Data Catalog and links to Business Data Catalog features, concepts, metadata models, samples and more.
http://technet2.microsoft.com/Office/f/?en-us/library/e6a2593e-4526-4780-8377-7cdff749df1c1033.mspx
Provides guidance on how to add a connection to the Business Data Catalog.
: Resources for Business Data Catalog
Groups and Security
Resource Location Description
http://technet2.microsoft.com/Office/f/?en-us/library/85a1866e-2743-4f98-a1ac-9ea61905c6d41033.mspx
Provides an overview of site and content security as well as links to useful resources.
http://technet2.microsoft.com/Office/en-us/library/267523c2-703f-455e-bbb5-d75f1e2f66031033.mspx?mfr=true
Provides an overview of people aas links to other useful resources that can assist in planning people and user profiles.
http://office.microsoft.com/en-gb/sharepointserver/CH101248581033.aspx?pid=CH100305511033
Provides a useful set of help topics to enable a site administrator to perform typical security tasks, from changing the portal site owner to managing SharePoint groups.
: Resources for Site and Content Security
Alerts for Lists and Libraries
Resource Location Description
http://technet2.microsoft.com/Office/f/?en-us/library/75401651-ef01-4348-878e-8a636f0b072d1033.mspx
Provides an overview of outgoing email and discusses how administrators can configure alerts to automatically notify users. Links to useful resources are also provided.
http://office.microsoft.com/en-gb/sharepointserver/HA102487581033.aspx
Provides an overview of alerts and RSS feeds, as well as a walkthrough of how to configure alerts for a list or library.
Alerts for Lists and Libraries
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existing information architecture,
Provides an overview of the Business Data Catalog.
Provides an overview of the Business Data Catalog and links to Business Data Catalog features, concepts, metadata models, samples and more.
Provides guidance on how to add a connection to the Business Data Catalog.
Provides an overview of site and content security as well as links to useful resources.
Provides an overview of people and profiles, as well as links to other useful resources that can assist in planning people and user profiles.
Provides a useful set of help topics to enable a site administrator to perform typical security tasks, from changing the portal site owner to managing
Provides an overview of outgoing email and iscusses how administrators can configure alerts to automatically notify users. Links to useful resources
Provides an overview of alerts and RSS feeds, as well as a walkthrough of how to configure alerts for
Microsoft Office SharePoint Server 2007Version 1.0.0.0
APPENDIX C
PART I Terms and Abbreviations
Abbreviation Definition
ASPX Active Server Page
CSS Cascading Style Sheet
HTML Hypertext Markup Language
IRM Information Rights Management
LOB Line of Business
MOF Microsoft
MSF Microsoft Solutions Framework
PDF Portable Document Format
SSP Shared Service Provider
UI User Interface
UNC Uniform Naming Convention
URL Uniform Resource Locator
VSe Visual Studio Extensions
WSS Windows SharePoint
XML Extensible Markup Language
XSLT Extensible Stylesheet Language Transformations
Table 14: Terms and Abbreviations
PART II Definitions
Term Definition
Audience A group of users within an organisation, such as nurses, doctors
Author Someone who regularly contribute
Content Page A content type for a
(Also known as Page Content Type and Page Layout
Content Type A reusable collection of settings to apply tomanagement of metadata and behaviours of a document or item type in a centralised, reusable way.
Current best practice Current best change or be revised due to changes to products, changes in technology, or simply the additional field deployment experience that comes over time.
Current navigation (aka Quick Launch)
A navigation element which provides links to important content in the site default
Global navigation A navigation element which typically appears towards the top of a links to the primary sites in a portal.
Layout Page An Active Server Pages (controls into which the contents of page are displayed
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
DOCUMENT INFORMATION
Terms and Abbreviations
Definition
Active Server Page
Cascading Style Sheet
Hypertext Markup Language
Information Rights Management
Line of Business
Microsoft Operations Framework
Microsoft Solutions Framework
Portable Document Format
Shared Service Provider
User Interface
Uniform Naming Convention
Uniform Resource Locator
Visual Studio Extensions
Windows SharePoint Services
Extensible Markup Language
Extensible Stylesheet Language Transformations
Definitions
Definition
A group of users within an organisation, such as nurses, doctors or researchers
Someone who regularly contributes to the creation of Web page content.
A content type for a Web page. It defines the columns that an instance of a content page uses.
(Also known as Page Content Type and Page Layout Content Type)
A reusable collection of settings to apply to a certain category of content. management of metadata and behaviours of a document or item type in a centralised, reusable
Current best practice is used rather than best practice, as over time best practice guidance may change or be revised due to changes to products, changes in technology, or simply the additional field deployment experience that comes over time.
A navigation element which provides links to important content in the site default, it also provides links to related sites.
A navigation element which typically appears towards the top of a Web page to provide users with links to the primary sites in a portal.
An Active Server Pages (.aspx) page that defines a layout for a content page by providing field controls into which the contents of page are displayed.
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or researchers.
page content.
page. It defines the columns that an instance of a content page uses.
certain category of content. This enables the management of metadata and behaviours of a document or item type in a centralised, reusable
practice is used rather than best practice, as over time best practice guidance may change or be revised due to changes to products, changes in technology, or simply the additional
A navigation element which provides links to important content in the site that the user is visiting. By
page to provide users with
) page that defines a layout for a content page by providing field
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Term Definition
List Item An item, su
Master Page A Webconsistent look and feel between pages.
Page Content Type See Content Page
Quick Launch See Current navigation
Site A central location where lists, libraries, pages, communications and tracking information can be added.
Site Administrator Someone who is responsible for the maintenance and administration of sites and site collectionsThis includes site security
Site Collection A hierarchical set of sites that can be managed together and consists of a topmore subsites.
Site Designer Someone who is responsible for the design of sites and interface and navigation.
Site Directory A site which enables sites to be classified
Site Owner The individual or team responsible for administering the site
SharePoint Portal One or more site collections that reside within a
SharePoint Web Application An application which is accessed over an to store datadatabase.
Tagging The process of applying relevant term(s) or keyword(s) to a piece of information, such as a document, to help better describe it. This assists in the
Top Link Bar See Global navigation.
User Someone who uses a site
Web Part An ASP.NET server control which is added to a Web Part Zone on a
Table 15: Definitions
PART III References
Reference Document
R1. Information Architecture Worksheets http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchitecture.aspx
R2. Information Architecture Worksheets http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/ecture.aspx
R3. Microsoft Office SharePoint Server 2007 Deployment Guidehttp://www.microsoft.com/industry/healthcare/technology/hpo/serverbuild/moss2007deployment.aspx
R4. Microsoft Office Online: Microsoft Office SharePoint Server 2007 product guide:http://office.microsoft.com/en
R5. Microsoft TechNet: Microsoft Office System: http://go.microsoft.com/fwlink/?LinkID=79589
R6. MSF Process Model White Paperhttp://www.microsoft.com/downloads/details.aspx?FamilyID=e481cb0bfc886956790e&DisplayLang=en
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Definition
An item, such as a document or spreadsheet, which resides in a list.
Web page template that defines the look and feel for the outside areas of a page. This enables a consistent look and feel between pages.
Content Page
See Current navigation
A central location where lists, libraries, pages, communications and tracking information can be added.
Someone who is responsible for the maintenance and administration of sites and site collectionsThis includes site security, and the data and users associated.
A hierarchical set of sites that can be managed together and consists of a topmore subsites.
Someone who is responsible for the design of sites and Web pages. This includes the user interface and navigation.
A site which enables sites to be classified.
The individual or team responsible for administering the site.
One or more site collections that reside within a Web application and can be centrally managed.
An application which is accessed over an Internet or intranet based network. It includes a database to store data, and the authentication method used to connect a SharePoint application to the database.
The process of applying relevant term(s) or keyword(s) to a piece of information, such as a document, to help better describe it. This assists in the classification and search of information.
See Global navigation.
Someone who uses a site.
An ASP.NET server control which is added to a Web Part Zone on a Web Part
References
Information Architecture Worksheets – Sample Data http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchit
Information Architecture Worksheets – Empty Workbook http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchit
Microsoft Office SharePoint Server 2007 Deployment Guide http://www.microsoft.com/industry/healthcare/technology/hpo/serverbuild/moss2007deployment.aspx
Microsoft Office Online: Microsoft Office SharePoint Server 2007 product guide: http://office.microsoft.com/en-us/sharepointserver/HA101680161033.aspx
Microsoft Office System: Deployment for Office SharePoint Server 2007:http://go.microsoft.com/fwlink/?LinkID=79589
MSF Process Model White Paper http://www.microsoft.com/downloads/details.aspx?FamilyID=e481cb0b-ac05-42a6-bab8-fc886956790e&DisplayLang=en
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page template that defines the look and feel for the outside areas of a page. This enables a
A central location where lists, libraries, pages, communications and tracking information can be
Someone who is responsible for the maintenance and administration of sites and site collections.
A hierarchical set of sites that can be managed together and consists of a top-level site and one or
pages. This includes the user
application and can be centrally managed.
or intranet based network. It includes a database and the authentication method used to connect a SharePoint application to the
The process of applying relevant term(s) or keyword(s) to a piece of information, such as a classification and search of information.
Web Part page.
Version
http://www.microsoft.com/industry/healthcare/technology/hpo/knowledgeworker/moss2007informationarchit1.0.0.0
moss2007informationarchit1.0.0.0
http://www.microsoft.com/industry/healthcare/technology/hpo/serverbuild/moss2007deployment.aspx 1.0.0.0
Deployment for Office SharePoint Server 2007:
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Reference Document
R7. MOF Executive Overviewhttp://www.microsoft.com/technet/itsolutions/cits/mo/mof/mofeo.mspx
R8. Microsoft Office Online: Enable publishing features:http://office.microsoft.com/en
R9. Microsoft Office Online: Save a site as a site template:http://office.microsoft.com/en
R10. Microsoft Office Online: Use and configure a Summary Link Web Part or a Summary Link field controlhttp://office.microsoft.com/en
R11. MSDN: How to Create a SharePoint Server 2007 Custom Master Page and Page Layouts foContent Management Site:http://msdn2.microsoft.com/enus/library/bb727372.aspx#MOSS2007CustomMasterPageWCM_MasterPages
R12. Microsoft Office Online: Introduction to workflows:http://office.microsoft.com/en
R13. Microsoft TechNet: Microsoft Windows Server TechCenter: Active Directory How To...:http://technet2.microsoft.com/windowsserver/en/library/89a250d274578558991033.mspx?mfr=true
R14. Microsoft TechNet: SharePoint Server TechCenterhttp://technet.microsoft.com/en
R15. Microsoft TechNet: Microsoft Office System: http://technet.microsoft.com/en
R16. Microsoft TechNet: Microsoft Office System: http://technet.microsoft.com/en
R17. Microsoft Office Online: Create or change a view:http://office.microsoft.com/en
R18. Microsoft TechNet: Microsoft Office System: Plan Information Rights Management:http://technet2.microsoft.com/Office/f/?en
R19. Microsoft TechNet: Microsoft Office Systehttp://technet.microsoft.com/en
R20. Dublin Core Metadata Initiative:http://dublincore.org/documents/dces/
R21. Microsoft Office Online: Add a column to a libraryhttp://office.microsoft.com/en
R22. MSDN: Introduction to Content Types:http://msdn2.microsoft.com/en
R23. Microsoft Office Online: Introduction to http://office.microsoft.com/en
R24. Microsoft TechNet: WindowsSharePoint Services): http://technet.microsoft.com/en
R25. Microsoft Office Online: Add a http://office.microsoft.com/en
R26. MSDN: How to: Create or Delete a http://msdn2.microsoft.com/en
R27. MSDN: Windows SharePoint Services Developer Center:http://msdn2.microsoft.com/en
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
MOF Executive Overview http://www.microsoft.com/technet/itsolutions/cits/mo/mof/mofeo.mspx
Enable publishing features: http://office.microsoft.com/en-us/sharepointserver/HA101577721033.aspx?pid=CH101782971033
Microsoft Office Online: Save a site as a site template: http://office.microsoft.com/en-us/help/HA101577791033.aspx
Microsoft Office Online: Use and configure a Summary Link Web Part or a Summary Link field controlhttp://office.microsoft.com/en-gb/sharepointserver/HA101551681033.aspx?pid=CH101782981033
MSDN: How to Create a SharePoint Server 2007 Custom Master Page and Page Layouts foContent Management Site: http://msdn2.microsoft.com/en-us/library/bb727372.aspx#MOSS2007CustomMasterPageWCM_MasterPages
Office Online: Introduction to workflows: http://office.microsoft.com/en-gb/sharepointdesigner/HA101005871033.aspx?pid=CH100667661033
hNet: Microsoft Windows Server TechCenter: Active Directory How To...: http://technet2.microsoft.com/windowsserver/en/library/89a2508a-8446-4d61-9cd9-d274578558991033.mspx?mfr=true
SharePoint Server TechCenter: Configure targeted content: http://technet.microsoft.com/en-us/library/cc262334.aspx
Microsoft Office System: Configure personalization sites: http://technet.microsoft.com/en-us/library/cc262716.aspx
Microsoft Office System: Plan Shared Services Providers: http://technet.microsoft.com/en-us/library/cc263276.aspx
Microsoft Office Online: Create or change a view: http://office.microsoft.com/en-gb/sharepointserver/HA100215771033.aspx?pid=CH101471921033
Microsoft TechNet: Microsoft Office System: Plan Information Rights Management: http://technet2.microsoft.com/Office/f/?en-us/library/073bfc71-7b01-4b77-bdc3-ac018889d54b1033.mspx
Microsoft Office System: Document management roadmap: http://technet.microsoft.com/en-us/library/cc263142.aspx
Dublin Core Metadata Initiative: http://dublincore.org/documents/dces/
Microsoft Office Online: Add a column to a library: http://office.microsoft.com/en-gb/sharepointserver/HA101754741033.aspx?pid=CH102360031033#2
MSDN: Introduction to Content Types: http://msdn2.microsoft.com/en-us/library/ms472236.aspx
Microsoft Office Online: Introduction to information management policies: http://office.microsoft.com/en-gb/sharepointserver/HA101735291033.aspx?pid=CH100948701033
Microsoft TechNet: Windows SharePoint Services 3.0: Create or extend Web applications (Windows
http://technet.microsoft.com/en-us/library/cc287954.aspx
Microsoft Office Online: Add a link to an existing site: http://office.microsoft.com/en-us/sharepointserver/HA100906311033.aspx?pid=CH100963401033
MSDN: How to: Create or Delete a Site or a Site Collection: http://msdn2.microsoft.com/en-gb/library/ms448720.aspx
MSDN: Windows SharePoint Services Developer Center: http://msdn2.microsoft.com/en-us/sharepoint/default.aspx
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MSDN: How to Create a SharePoint Server 2007 Custom Master Page and Page Layouts for a Web
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gb/sharepointserver/HA100215771033.aspx?pid=CH101471921033
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A101754741033.aspx?pid=CH102360031033#2
gb/sharepointserver/HA101735291033.aspx?pid=CH100948701033
SharePoint Services 3.0: Create or extend Web applications (Windows
us/sharepointserver/HA100906311033.aspx?pid=CH100963401033
Microsoft Office SharePoint Server 2007Version 1.0.0.0
Reference Document
R28. Microsoft Office Online: Get started with basic site customizations:http://office.microsoft.com/en
R29. Microsoft Office Online: Modify the default SharePoint content placeholders:http://office.microsoft.com/en
R30. Microsoft Office Online: Reset a customized page to the site definition:http://office.microsoft.com/en
R31. Microsoft Office Online: Apply a custom style sheet to a SharePoint site:http://office.microsoft.com/en
R32. Microsoft Office Online: Customize a Meeting Workspace site: http://office.microsoft.com/en
R33. Microsoft Office Online: Introduction to incoming http://office.microsoft.com/en
R34. Microsoft Office Online: Add content controls to a template:http://office.microsoft.com/en
R35. Microsoft Help and Suport: You do not see a link to the home page of the portal site in a personal site that you created in SharePoint Server 2007:http://support.microsoft.com/kb/924464
R36. Codeplex: SharePoint 2007 Test Data Population Tool: http://www.codeplex.com/sptdatapop
R37. Microsoft TechNet: Microsoft Office System: Plan for software boundaries (Office SharePoint Server):http://technet.microsoft.com/en
R38. Microsoft TechNet: Microsoft Office System: Estimate performance and capacity requirements for Windows SharePoint Services collaboration environments (Office SharePoint Server):http://technet.microsoft.com/en
R39. Microsoft Office SharePoint Server 2007 Management Pack Guide:http://go.microsoft.com/fwlink/?LinkID=94824&
R40. Microsoft TechNet: Stsadm commandhttp://technet.microsoft.com/en
R41. Microsoft TechNet: Microsoft Office http://technet2.microsoft.com/Office/f/?en
R42. MSDN: Content Migration Overview:http://msdn2.microsoft.com/en
R43. MSDN: Solutions and Web Part Packages: http://msdn2.microsoft.com/en
R44. MSDN: Working with Features: http://msdn2.microsoft.com/en
Table 16: References
Microsoft Office SharePoint Server 2007 Information Architecture 1.0.0.0 Baseline
Microsoft Office Online: Get started with basic site customizations: http://office.microsoft.com/en-us/sharepointdesigner/HA101741431033.aspx?pid=CH100667691033
Microsoft Office Online: Modify the default SharePoint content placeholders: http://office.microsoft.com/en-us/sharepointdesigner/HA101651201033.aspx
Microsoft Office Online: Reset a customized page to the site definition: http://office.microsoft.com/en-us/sharepointdesigner/HA101741451033.aspx
Microsoft Office Online: Apply a custom style sheet to a SharePoint site: http://office.microsoft.com/en-us/sharepointdesigner/HA101691741033.aspx
Microsoft Office Online: Customize a Meeting Workspace site: http://office.microsoft.com/en-us/sharepointserver/HA100663671033.aspx?pid=CH101181631033#2
Microsoft Office Online: Introduction to incoming e-mail http://office.microsoft.com/en-us/sharepointserver/HA100823061033.aspx
Microsoft Office Online: Add content controls to a template: http://office.microsoft.com/en-us/word/HA100307541033.aspx#3
Microsoft Help and Suport: You do not see a link to the home page of the portal site in a personal site that reated in SharePoint Server 2007:
http://support.microsoft.com/kb/924464
Codeplex: SharePoint 2007 Test Data Population Tool: http://www.codeplex.com/sptdatapop
Microsoft TechNet: Microsoft Office System: Plan for software boundaries (Office SharePoint Server):http://technet.microsoft.com/en-us/library/cc262787.aspx
Microsoft TechNet: Microsoft Office System: Estimate performance and capacity requirements for Windows SharePoint Services collaboration environments (Office SharePoint Server): http://technet.microsoft.com/en-us/library/cc261795.aspx
Microsoft Office SharePoint Server 2007 Management Pack Guide: http://go.microsoft.com/fwlink/?LinkID=94824&clcid=0x409
Microsoft TechNet: Stsadm command-line tool (Office SharePoint Server): http://technet.microsoft.com/en-us/library/cc261956.aspx
Microsoft TechNet: Microsoft Office System: Plan content deployment: http://technet2.microsoft.com/Office/f/?en-us/library/edcdacca-8013-460e-95a0-d2b83b6cc7ef1033.mspx
Content Migration Overview: http://msdn2.microsoft.com/en-us/library/ms453426.aspx
MSDN: Solutions and Web Part Packages: http://msdn2.microsoft.com/en-us/library/ms413687.aspx
MSDN: Working with Features: http://msdn2.microsoft.com/en-us/library/ms413687.aspx
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Microsoft Help and Suport: You do not see a link to the home page of the portal site in a personal site that
Microsoft TechNet: Microsoft Office System: Plan for software boundaries (Office SharePoint Server):
Microsoft TechNet: Microsoft Office System: Estimate performance and capacity requirements for Windows
d2b83b6cc7ef1033.mspx