Guide to Using Microsoft Office SharePoint Server 2007 Features

Guide for Microsoft Office SharePoint
Server 2007

June 2008

Abstract
This guide is designed to give you a solid understanding of the design goals and feature
set for Microsoft® Office SharePoint® Server 2007 and a familiarity with the product
implementation. It provides an overview of the solutions and benefits provided by Office
SharePoint Server 2007 as well as descriptions of new and improved features in the
areas of portal, search, content management, business processes, and business
intelligence. It also provides a hands-on tour of the product’s main feature areas and
concludes with useful information for administrators and developers.

The ultimate goal of this guide is to aid the reader in performing a thorough and effective
of Office SharePoint Server 2007. This guide is intended for anyone who is interested in
learning more about Office SharePoint Server 2007 and wants hands-on experience.

For the latest information about Office SharePoint Server 2007, go to
http://office.microsoft.com/en-us/default.aspx . For other product information resources,
refer to the ―For More Information‖ section at the end of this guide.

www.microsoft.com/office/preview/servers/sharepointserver i

Table of Contents
Introduction ..................................................................................................1
Resources Available for Evaluating Office SharePoint Server 2007 ....................... 2
How to Use This Guide ..................................................................................2
Overview of This Guide .................................................................................. 2
Product Overview ..........................................................................................4
Effectively Manage and Repurpose Your Information Assets ............................... 4
Accelerate Internal and External Shared Business Processes .............................. 5
Make Better-Informed Decisions through Centralized Access to Information ......... 5
Share Business Information Within and Outside Your Organization ...................... 6
Use a Single, Integrated Platform to Manage Intranet, Extranet, and Internet
Applications ................................................................................................. 7
Top 10 Benefits .............................................................................................8
Features at a Glance ....................................................................................10
Portal ........................................................................................................ 10
Content Management .................................................................................. 13
Document Management ............................................................................ 14
Records Management ............................................................................... 15
Web Content Management ........................................................................ 18
Search....................................................................................................... 21
Business Processes ..................................................................................... 25
Business Intelligence ................................................................................... 27
Architectural Overview ................................................................................30
Operating System and Database Services ...................................................... 31
Windows SharePoint Services ....................................................................... 31
Office SharePoint Server 2007: Applications and Services ................................ 32
Server Applications .................................................................................. 32
Shared Services ...................................................................................... 33
Installing Your Server ................................................................................34
Product Tour ...............................................................................................35
An Administrator’s Perspective ...................................................................37
A Developer’s Perspective ...........................................................................38
For More Information ..................................................................................39
Hardware and Software Requirements ........................................................39
Glossary ......................................................................................................40

www.microsoft.com/office/preview/servers/sharepointserver ii

Introduction
Welcome to the guide for Microsoft Office SharePoint Server 2007. The goal of this guide is to
help you gain sufficient knowledge and understanding of Office SharePoint Server 2007 to
evaluate this product from Microsoft.

Office SharePoint Server 2007 helps organizations gain better control and insight over their
content, streamline their business processes, and access and share information. In addition,
Office SharePoint Server 2007 gives IT professionals the tools they need for server
administration and application extensibility and interoperability. Office SharePoint Server
2007 helps you to:

Get more out of your information.
Streamline your business processes.
Simplify the way people work together.
Ease server administration, extensibility, and interoperability.

These benefits are further described in the Product Overview section of this guide. The Top
10 Benefits section highlights the most important ways Office SharePoint Server 2007 can
help your organization make better use of its business information and processes.

Features at a Glance details the new and enhanced features for this release of Office
SharePoint Server including:

Portal
Search
Content Management, including Document, Records, and Web Content
Business Processes
Business Intelligence

With this knowledge, you will be able to properly evaluate these new features and readily
describe their capabilities to your colleagues, clients, and business partners.

http://office.microsoft.com/en-us/sharepointserver/FX100492001033.aspx 1

Resources Available for Evaluating Office SharePoint Server
2007
Many resources are available to help you evaluate Office SharePoint Server 2007, including
the following:

Documentation will help you install Office SharePoint Server 2007.
The SharePoint Products and Technologies Web site at
http://www.microsoft.com/sharepoint offers a variety of white papers and other
resources.
The Microsoft MSDN® Web site at http://msdn.microsoft.com/sharepoint/ offers numerous
technical resources from a developer’s perspective about SharePoint Products and
Technologies.
The Microsoft TechNet Web site at http://www.microsoft.com/technet/ provides a
clearinghouse of resources to help you deploy, maintain, and support Office SharePoint
Server 2007.

Microsoft encourages you to use these resources as aids in installing and evaluating Office
SharePoint Server 2007.

How to Use This Guide
Overview of This Guide
This guide has the following sections. For best results, review them in order, as each section
builds on concepts presented in preceding sections.

Product Overview
Highlights key features of Office SharePoint Server 2007 and describes how these features
can benefit organizations that build and manage content-rich Web sites.

Top 10 Benefits
Identifies the top 10 business and technical benefits that Microsoft customers can realize
through their deployment and use of Office SharePoint Server 2007.

Features at a Glance
Provides information to help you understand, describe, and evaluate the new and enhanced
features of Office SharePoint Server 2007. This section will be of interest to anyone who
plans, builds, deploys, or manages business solutions using Office SharePoint Server 2007.


Architectural Overview
Describes the logical architecture of Office SharePoint Server 2007.

Installing Your Server
Provides step–by-step instructions for installing Office SharePoint Server 2007 in a single-
server environment so that you can evaluate product features. More information will be
available in a future release of this document.

Product Tour
Provides step-by-step instructions for configuring and demonstrating each new feature of
Office SharePoint Server 2007. More information will be available in a future release of this
document.

An Administrator’s Perspective
Provides information needed to plan, build, deploy, and manage an Office SharePoint Server
2007 solution. More information will be available in a future release of this document.

A Developer's Perspective
Introduces the tools that developers use to design and develop custom solutions using Office
SharePoint Server 2007. More information will be available in a future release of this
document.

For More Information
Provides links to sources of further information about Office SharePoint Server 2007, such as
white papers, community sites, and the Windows SharePoint Services Support Web site.


Product Overview
Office SharePoint Server 2007 is an integrated suite of server applications that improves
organizational effectiveness by providing comprehensive control over electronic content;
accelerating shared business processes; and facilitating better-informed decisions and
information-sharing across boundaries.

Effectively Manage and Repurpose Your Information Assets
Get more value from your content by providing comprehensive control over the storage,
security, distribution, reuse, and management of documents and other electronic content
such as Web pages, PDF files, and e-mail messages.

Control documents through detailed, extensible policy management
Define customized document management policies to control item-level access rights,
retention period, expiration actions, and document-auditing settings. Policy integration with
familiar client applications makes compliance transparent and easy for employees. Extensible
design helps organizations to modify product behavior to suit their unique business needs.

Centrally store, manage, and access documents across the enterprise
Organizations can store and organize all business documents and content in one central
location, and users have a consistent mechanism to navigate and find relevant information.
Default repository settings can be modified to add workflow, define retention policies, and
add new templates and content types.

Simplify content reuse and information repurposing
Submit work from collaborative sites to portals using tools that simplify content reuse and
publishing. Simplify management of multilingual content through document library templates
designed to maintain a relationship between original and translated versions of documents.
Use slide libraries as an easy way to share and reuse Microsoft Office PowerPoint ® 2007
slides.


Accelerate Internal and External Shared Business Processes
Make business process initiation, participation, tracking, and reporting easy and flexible by
providing a simple, consistent user experience through familiar client applications. Optimize
the way people, content, and processes interact within and across organizations.

Boost employee productivity by simplifying everyday business activities
Take advantage of workflows to automate and gain more visibility into common business
activities like document review and approval, issue tracking, and signature collection.
Integration with familiar client applications, e-mail, and Web browsers simplifies the user
experience. End users can easily define and model their own processes using familiar
Microsoft tools.

Extend business processes across the organization
Enhance your relationships with customers, partners, and suppliers by making forms-based
business processes easily accessible to them, even if they haven’t installed client software.
Built-in validation rules and integration with Microsoft information rights management (IRM)
help to ensure that critical business information can be collected with enhanced security and
accuracy.

Focus on strategic, value-added tasks instead of redundant activities
Information gathered using electronic forms can be integrated easily into line-of-business
(LOB) systems, stored in document libraries, used to start workflow processes, or submitted
to Web services. This helps users avoid duplicate efforts and costly errors from manual data
entry, and it helps ensure they have access to accurate, real-time data.

Make Better-Informed Decisions through Centralized Access
to Information
Provide a single, integrated location where employees can efficiently find organizational
resources, access corporate knowledge, and leverage business insight in order to make
better-informed decisions.

Present business-critical information in one central location
Create live, interactive business intelligence (BI) portals that assemble and display business
information from disparate sources, using integrated BI capabilities such as dashboards, Web
Parts, key performance indicators (KPIs), and business data connectivity technologies.
Centralized Report Center sites give users a single place to find the latest reports,
spreadsheets, or KPIs.


Quickly connect people and information
SharePoint Enterprise Search incorporates business data and information about people with
documents and Web pages to provide more comprehensive results. Tools for query hit
highlighting, duplicate collapsing, ―did you mean‖ spelling correction, and alerts help users
locate what they want within search results.

Unlock business data
Out-of-the-box (OOB) connectors provide accessibility to data in SAP and Siebel systems.
With the Business Data Catalog, IT can create a pool of connections to business systems,
which can be reused easily by business users to create personalized, interactive views into
back-end data from browsers—all without writing any code.

Leverage your unstructured business networks to drive better decisions
Employees can use new knowledge management tools to get the most from their powerful
unstructured business networks, both inside and outside their organizations, by connecting
with people more quickly and efficiently. By exploring these undocumented business
relationships and finding subject matter experts, individuals can make better decisions more
quickly.

Work when and where you want
With offline access to SharePoint lists and document libraries, you can free yourself from the
limitations of corporate network connectivity.

Share Business Information Within and Outside Your
Organization
Simplify and help boost the security and efficiency of collaboration and knowledge sharing
within and across organizational boundaries.

Broadly share business data while helping to protect sensitive information
Excel Services running on Office SharePoint Server 2007 provides access to real-time,
interactive Microsoft Office Excel® 2007 spreadsheets from a Web browser. Use these
spreadsheets to maintain and efficiently share one central, up-to-date version, while helping
to protect any proprietary information, such as financial models, embedded in documents.


Enhance customer and partner relationships
With smart, standards-based, electronic forms–driven solutions, you can collect business
information from customers, partners, and suppliers through a Web browser. Lightweight
Directory Access Protocol (LDAP) integration and support for other pluggable authentication
providers makes it easier to implement extranet SharePoint environments, improving
connectivity outside your organization.

Effectively manage and share business insight
Report Center provides a centralized location to access business-critical information. It
simplifies control and sharing of reports, Office Excel spreadsheets, KPIs, and dashboards
within organizations and teams. Users can define personalized reports and dashboards,
browse reports by category, or view a calendar of upcoming reports and subscribe to ones
that are relevant.

Use a Single, Integrated Platform to Manage Intranet,
Extranet, and Internet Applications
Office SharePoint Server 2007 provides a scalable enterprise platform that can grow with
your business without the need for costly add-ons. IT staff can spend more time on the
strategic tasks only they can perform and help drive enhanced business value and positive
change throughout your organization.

Boost employee productivity through innovative, enterprise-wide solutions
Make use of powerful development tools and an open, scalable architecture with support for
Web services and interoperability standards, including XML and Simple Object Access Protocol
(SOAP), to build and extend applications that incorporate business system information and
integrated workflow.

Simplify site staging and content deployment
Use OOB site-starter templates for common Web sites, with Area and Page Layout templates
and preconfigured navigation. Configure content deployment paths between different
computers or the same computer. Schedule processes that define the scope of content and
the frequency of recurring deployments.

Get the tools you need to ease deployment, management, and system
administration
Robust system-monitoring and usage-tracking tools help to isolate and solve problems faster,
and improve the operational efficiency of the system infrastructure.


Top 10 Benefits
Office SharePoint Server 2007 provides an integrated suite of easy-to-use server applications
that boost organizational effectiveness and optimize the way that people, content, processes,
and business applications interact. Here are the top 10 ways Office SharePoint Server 2007
can help your organization:

1. Provide a simple, familiar, and consistent user experience.
Office SharePoint Server 2007 is tightly integrated with familiar client applications, e-mail,
and Web browsers to provide a consistent user experience that simplifies how people interact
with content, processes, and business data. Employees can easily use services to accomplish
business activities without having to depend on IT staff.

2. Boost employee productivity by simplifying everyday business activities.
Take advantage of OOB workflows for initiating, tracking, and reporting common business
processes such as document review and approval, issue tracking, and signature collection—
without any coding. Modifying and extending these OOB processes is made easy through
tools like Microsoft Visual Studio® and Microsoft Office SharePoint Designer 2007 (the next
release of Microsoft Office FrontPage® 2003).

3. Help meet regulatory requirements through comprehensive control over content.
Help ensure your sensitive business information can be controlled and managed effectively—
and reduce litigation risk for your organization—by specifying retention and auditing policies
for business records in accordance with compliance regulations. IRM and the content control
mechanisms help protect proprietary and confidential information, even when users aren’t
connected to a server.

4. Effectively manage and repurpose content to gain increased business value.
Business users can easily author content for Web sites and submit it for approval and
scheduled deployment to the Internet. Managing multilingual content is simplified in Office
SharePoint Server 2007 through new document library templates specifically designed to
maintain a relationship between the original and translated versions of a document.

5. Simplify organization-wide access to structured and unstructured information
across disparate systems.
Give users access to business data in common LOB systems like SAP and Siebel through OOB
connectors in Office SharePoint Server 2007. Users can also create personalized interactions
with business systems by dragging predefined, configurable back-end connections. Managed


document repositories help organizations store and organize business documents in one
central location.

6. Connect people with information and expertise.
SharePoint Enterprise Search incorporates business data with information about people,
documents, and Web pages to produce comprehensive, relevant results. Rich search
functionality like duplicate collapsing, spelling correction, and alerts improves the relevance
of the results and helps users easily find what they need within the search results.

7. Accelerate business processes and maintain control of your electronic forms
environment.
Use smart, electronic forms-driven solutions to collect critical business information from
customers, partners, and suppliers through a Web browser without coding any custom
applications. Built-in data validation rules help you accurately and consistently gather data
that can be directly integrated into back-end systems, avoiding redundancy and errors
resulting from manual data re-entry.

8. Share business data while preserving its consistency and helping to protect
sensitive information.
Give employees access to real-time, interactive Office Excel spreadsheets from a Web
browser through Excel Services running on Office SharePoint Server 2007. Use these
spreadsheets to maintain and efficiently share one central, up-to-date version while helping
to protect any proprietary information embedded in the documents.

9. Facilitate better-informed decisions by presenting business-critical information in
one central location.
Make it easy to create live, interactive BI portals that assemble and display business-critical
information from disparate sources, using integrated BI capabilities such as dashboards, Web
Parts, scorecards, KPIs, and business data connectivity technologies. Centralized Report
Center sites give users a single place for locating the latest reports, spreadsheets, or KPIs.

10. Provide a single, integrated platform to manage intranet, extranet, and Internet
applications across the enterprise.
Office SharePoint Server 2007 has an open, scalable, services-oriented architecture that
provides support for interoperability standards including XML and SOAP, which makes it
easier to integrate with existing processes and applications. You also get powerful, IT-focused
tools and templates for building and extending applications that incorporate business system
information and integrated workflow.


Features at a Glance
Features at a Glance provides information that will help you understand, describe, and
evaluate the new and enhanced features of Office SharePoint Server 2007. This section will
be of interest to anyone who plans, builds, deploys, or manages business solutions using
Office SharePoint Server 2007.

Portal
The portal components of Office SharePoint Server 2007 include features that are especially
useful for designing, deploying, and managing enterprise intranet portals, corporate Internet
presence Web sites, and divisional portal sites.

The portal components also make it easy to connect to people within the organization that
have the right skills, knowledge, and project experience. Office SharePoint Server 2007
simplifies the way in which people work together.

Feature Area Features
Portal Site Templates Preconfigured site templates are included for quickly creating,
New customizing, deploying, and managing divisional portals, organization-
wide intranet portal sites, and corporate Internet presence Web sites.

Site Manager Site Manager, which replaces the Portal Site Map administration page,
New is a Web-based drag-and-drop tool for managing a SharePoint site’s
navigation, security access, and general look and feel.

Site Manager unifies site management tasks for portal and Web sites,
including management of areas, pages, listings, SharePoint site lists,
and their component parts.

Site Manager supports the bulk creation, editing, reorganization, and
deletion of areas, as well as the viewing of relationships between
pages.

My Site Personal My Site personal sites has several significant enhancements including:
Sites
Social networking
Enhanced
Privacy controls

SharePoint Sites and Documents roll-up Web Parts

Colleagues and Memberships Web Parts


Social Networking Office SharePoint Server 2007 has additional functionality that makes
New it easier to discover social networking connections between
employees.

Public My Site pages can include Social Networking Web Parts that use
information about your organization, communities, and electronic
communications. This can help you identify colleagues with common
interests and produce better, more relevant search results.

In addition, Social Networking helps establish personal connections by
finding people you work or communicate with as well as people who
have something in common with you, such as common distribution
lists, group and SharePoint site memberships, or common
responsibilities and skills.

Social Networking gives you the option of using user profile
information from Microsoft Active Directory®, LOB applications, or e-
mail and other forms of electronic communication.

Privacy Controls Privacy Controls are used to control visibility of information in a My
Enhanced Site public view. Authorizations to view selected public content on a
My Site personal site include ―My Manager,‖ ―My Workgroup,‖ ―My
Colleagues,‖ and ―Everyone.‖

SharePoint Sites and The new SharePoint Sites roll-up Web Part lists all the SharePoint sites
Documents Roll-up
that you are a member of.
Web Part
New The new Documents roll-up Web Part lists the documents you have
published across a collection of SharePoint sites. This Web Part also
supports more general capabilities for querying and filtering the
documents stored in a collection of SharePoint sites.

Colleagues and The new Colleagues and Memberships Web Parts lists people you
Memberships Web
know, or who have interests in common with you, and people who
Parts
New belong to common distribution lists and groups.

Site Directory An important new Site Directory feature is the ―Scan for Broken Links‖
Enhanced button that locates changed or deleted links to external content.


Real-Time Presence The Real-Time Presence Smart Tag icon, displayed virtually
and Communication
everywhere a person’s name appears in Office SharePoint Server
Enhanced
2007, tells you in real time whether a person is online and available
for a telephone or audio conference call, instant messaging, or two-
way video conversation.

Notification Service Office SharePoint Server 2007 enhances several Notification Service
Enhanced features:

Filtering conditions can trigger more relevant alerts to users.

An extensible platform sends customizable e-mail alerts to users.

Users participating in a workflow automatically receive e-mail
alerts without subscribing in advance to workflow notifications.

Users can send content of a changed item in a SharePoint list or
document library along with details of what was changed.

LDAP Pluggable Office SharePoint Server 2007 includes an LDAP pluggable provider for
Authentication
authenticating users of Office SharePoint Server 2007. This is in
Provider
New addition to the Active Directory provider included with Windows
SharePoint Services.

User Profiles User profiles are significantly enhanced with these updated features:
Enhanced
Profile Store

Profile Synchronization

Profile Directory Import

In addition to defining audiences using Active Directory–based
properties, audiences can now be defined using properties imported
from LOB applications such as human resources (HR) or professional
services automation (PSA) solutions.

User profile information is also used by the Notification Service to
target alerts, by Social Networking to deduce common interests and
other properties, and by the Memberships Web Part to display
distribution list and group membership information.


Profile Store The Profile Store is enhanced with:
Enhanced
Multi-valued properties bound to a taxonomy or a list of values
from Office SharePoint Server 2007.

Property-level security controls by person or group.

Open and closed vocabularies.

Per-site property extensions (federated property store).

Profile Profile Synchronization supports the extended capabilities of the
Synchronization
Profile Store with enhanced scalability and performance.
Enhanced
Profile Directory Profile Directory Import supports the extended capabilities of the
Import
Profile Store with enhanced scalability and performance.
Enhanced
Audience Targeting Web Part pages, Web Parts, and content can be targeted to
Enhanced distribution lists and groups in addition to SharePoint audiences.

Audiences in Office SharePoint Server 2007 benefit from the richer
collections of properties available in the Profile Store.

Mobile Device By default, all Office SharePoint portal, team site, and list pages
Support
render on both International and North American mobile devices
New
(including Web-enabled mobile phones) using a simplified text-only
format.

Content Management
The new and enhanced content management features in Office SharePoint Server 2007 fall
within three areas:

Document management
Records management
Web content management

Windows SharePoint Services provides core document management functionality: major and
minor versioning, check-in/check-out document locking, rich descriptive metadata, workflow,
content type–based policies, auditing, and role-based-access controls at the document
library, folder, and individual document levels.

Office SharePoint Server 2007 builds on these capabilities to deliver enhanced authoring,
business document processing, Web content management and publishing, records
management, policy management, and support for multilingual publishing.


Document Management
With the new document management components of Office SharePoint Server 2007,
SharePoint Products and Technologies no longer simply provide a platform for document
collaboration. Office SharePoint Server 2007 becomes a full-featured solution for managing
business documents.

Enhanced document libraries in Windows SharePoint Services provide the foundation for the
new document management features described below.

Business Document Business document processing is a series of workflow applications
Workflow
included with Office SharePoint Server 2007:
Enhanced
Document review

Document approval

Signature collection

East Asian document approval

Issue tracking

Custom routing for review and approval

Document Office SharePoint Server 2007 includes enhanced document
Management Site
management site templates that can be used right away without
Templates
New further customization:

Managed Document Library site template

Divisional Library site template

Translation Library site template

Managed Document Managed document libraries are large-scale document management
Library Site Template
sites capable of storing the documents for an entire organization.
New
With managed document libraries, all business units can organize and
categorize information consistently.

Divisional Library Site The key features of the Divisional Library site template include:
Template
Managed document libraries
New
Dashboards, KPIs, and other reporting

Translation Library The Translation Library site template is valuable for multinational and
Site Template
public-sector organizations that need to translate documents into
New
multiple languages. The translation library integrates customizable


workflow processes with the document management features of
Office SharePoint Server 2007 to help translators manage multiple
translations of a document.

2007 Microsoft Office Office SharePoint Server 2007 has significantly enhanced document
system Client
management and related workflow features, including:
Application
Integration Document Information Panel
Enhanced
Document Action Bar

Document The Document Information Panel makes editing document properties
Information Panel
an integral part of the Microsoft Office system document authoring
New
experience. InfoPanel encourages users to enter and update the
properties associated with each type of business document.

Document Action Bar The Document Action Bar in the 2007 Microsoft Office system client
New applications tells users that the current document is governed by a
business policy or workflow and what action they are expected to
take. For example, ―Not for distribution outside the company‖ or ―You
have a task assigned to you.‖

Records Management
Every organization, whether privately held, publicly traded, or not-for-profit, needs a
disciplined approach to record keeping. Proper records management is vital to an
organization’s knowledge management, legal defense, and regulatory compliance.

Records management is the process of collecting, managing, and disposing of corporate
records (information deemed important for the history, knowledge, or legal defense of a
company) in a consistent and uniform manner based on the company’s policies. These
policies are shaped by the type of work the organization does, the kinds of legal risks it faces,
and the laws and regulations that govern it.

Office SharePoint Server 2007 introduces a new set of features for creating and supporting
formal records management capabilities in your organization.


Policy and Auditing The Policy and Auditing features of Office SharePoint Server 2007
New include:

Content-type and policy-based document retention and
expiration schedules.

Auditing and reporting of policy-based actions.

Support for labeling and barcoding without physically modifying
a document.

Integrated Windows Rights Management Services (RMS).

Records Repository The core of the records management implementation in Office
New SharePoint Server 2007 is a stable, scalable, and efficient repository
built on Windows SharePoint Services.

The Records Repository in Office SharePoint Server 2007 includes
several important features:

Specialized Records Repository site template

A records vault with capabilities that help ensure the integrity of
the files stored in the repository

Information management policies that consistently and uniformly
enforce the labeling, auditing, and expiration of records

Hold capabilities that make it possible for IT, lawyers, and
records managers to apply one or more holds that suspend the
records management policies on items to help ensure that they
remain unchanged during litigation, audits, or other
investigations

Records Collection Interface that helps people and automated
systems easily submit content to a records repository—
supporting ―write only‖ access without requiring direct access to
the records in the repository

Record routing that enables automated routing of content to its
proper location within the records management system, based
on its content type

Extensibility for solutions requiring additional capabilities beyond
those available in Office SharePoint Server 2007


E-mail Content as Office SharePoint Server 2007 records management features include
Records
the ability for providing consistent, policy-based solutions for
New
managing e-mail content across Microsoft Office Outlook® 2007,
Microsoft Exchange Server 2007, and Office SharePoint Server 2007.

This is accomplished through two new features:

Managed mail folders

Mail management policies

Managed Mail Folders Working in conjunction with Exchange Server 2007, managed mail
New folders help records managers and compliance officers manage the
e-mail in individual mailboxes more effectively by defining a set of
standard folders, each with an explicit business purpose, in which
individual employees can file their e-mail.

These folders can be deployed to individual information workers
based on their roles within the organization, so people who fill
equivalent roles across a company can have similar top-level filing
structures in their mailboxes.

Mail Management Behind each managed mail folder is a set of rules and mail
Policies
management policies, in addition to a written policy statement.
New
Policies can be applied to any e-mail folder—such as Inbox, Drafts,
and Sent Items—and a default policy can be applied to other folders
that are not explicitly named.

Policy statements appear at the top of each folder view in Office
Outlook 2007 and Microsoft Outlook Web Access. These statements
help records managers, compliance officers, and IT to communicate
the policies associated with folders in a way that makes sense to
employees and that no one can claim they never saw.


Web Content Management
A key goal for Office SharePoint Server 2007 is the complete integration of Microsoft Content
Management Server 2002 functionality, and further significant enhancement of the Web
content management functionality, with the collaboration, portal, search, document
management, and records management features of the new Office SharePoint Server 2007.

Site Modeling Building on the Site Model platform services in Windows
Enhanced SharePoint Services, Office SharePoint Server 2007 includes
support for several new enterprise site templates:

Enterprise portal

Corporate Internet presence site

Application portal

Roll-up portal

Enterprise Portal Site Enterprise portals provide a means for a business unit to create
Template
and share content that is relevant to the ongoing operation of
New
an enterprise, division, or business unit. This content usually
consists of a relatively small amount of static content on the
operations of the division and a large amount of internally
created content that is a byproduct of the ongoing operations of
the business unit.

The key features of the enterprise portal or divisional portal site
templates include:

Managed document libraries

Dashboards, KPIs, and reports

Team and project collaboration sites


Corporate Internet Having a high-quality corporate presence Web site has become
Presence Site Template
a business imperative. It provides a means of communicating
New
important company information to customers, partners,
investors, and potential employees.

Some of the key features of the corporate Internet presence
site template are tools and workflow to create and manage Web
content for:

Products and services descriptions

Company news

Annual reports and public filings

Career information

Application Portal Site Application portals are SharePoint sites that bring together all of
Template
the tools and information related to a particular LOB application
New
such as HR, enterprise resource planning (ERP), customer
relationship management (CRM), or professional services
automation (PSA).

The application portal site template includes features for:

Searching and finding information in LOB applications.

Security-enhanced, authenticated access to data and
content stored in these systems.

The ability to quickly and easily analyze, report, and
summarize data from LOB applications.

Roll-up Portal Site Template Roll-up portals are used to consolidate data and content from
New several applications or locations and present it in an integrated
format that’s easy to understand.

The Roll-up portal site template includes a feature that
consolidates information from:

Search

Global site directory

Personalization and My Site personal sites

Knowledge and expertise found anywhere in the
organization


Authoring and Approval Web content management includes tools, workflows, and
Enhanced services for the end-to-end content management of content
authoring and approval processes. These include:

Check-in/checkout

Content moderation

Content routing, review, and approval workflows

Publishing schedules

Web Publishing and The goal of the Web content publishing and deployment
Deployment
features of Office SharePoint Server 2007 is to support
Enhanced
environments where distinct authoring, staging, and production
workflows are part of the formal Web publishing processes.

WYSIWYG Web Content The Web-based authoring experience extends the SharePoint
Editor
user interface with additional commands and status indicators
Enhanced
for in-context Web page authoring.

Rather than entering content in an edit form, the author
remains in the context of the Web page and enters new content
using a feature-rich no-install Web content editor.

The editor supports cascading style sheets (CSS) extended with
custom styles, tables, and spelling checker with automatic
language detection. The editor also integrates with the built-in
pickers for images and links.


Search
The search component of Office SharePoint Server 2007 has been significantly enhanced by
this release of SharePoint Products and Technologies. The new features provide a consistent
and familiar search experience, increased relevance of search results, new functions to search
for people and expertise, ability to index and search data in LOB applications, and improved
manageability and extensibility.

Consistent Search While Windows SharePoint Services 2.0 and Microsoft Office SharePoint
Experience
Portal Server 2003 used common Microsoft Search technology, users
New
found the two search environments to be quite different from one
another. In addition, administrators needed to use different tools to
configure and manage each environment.

Office SharePoint Server 2007 and Windows SharePoint Services now use
a common implementation of Microsoft Search. Both users and admini-
strators use a common set of tools to configure and use Microsoft Search.

Relevance Microsoft Search includes a revamped ranking engine developed in
Enhanced
collaboration with Microsoft Research and MSN Internet Search. It is
specifically tuned for the unique requirements of searching enterprise
content and LOB application data. These requirements include:

Searching document content and LOB application data in addition to
Web content.
Producing high-relevance search results despite the lack of rich linking
information available in document content and LOB application data.
High security and content access controls.

Specific new content relevance algorithms include:

Click distance
Hyperlink anchor text

URL surf depth

URL text matching

Automated metadata extraction
Automatic language detection

File type relevancy biasing

Enhanced text analysis


Uniform, Scalable Microsoft Search provides a significantly enhanced user experience
User Experience
including the following:
Enhanced
Improved rendering of search results

Hit highlighting

Duplicate and near-duplicate collapsing

Improved Best Bets keyword searching (including support for keyword
definitions)

Automatic generation of ―Do you mean‖ synonym search keywords

New Search Center for initiating queries and browsing search results

Enhanced query syntax including support for implicit industry
standards for full text and property-based searching

Ability to subscribe to a search query and receive e-mail alerts when
changes occur in the results of a persisted search query

Ability to reuse and adapt the query and search results Web Parts to
more easily create customized search solutions for your organization

Content Sources Microsoft Search permits many additional types of enterprise content and
Enhanced LOB application data to be searched, including:

LOB application data and reports indexed and retrieved through the
Business Data Catalog.

Enhanced user profile or people-based search.

People-based searching for colleagues and other people who share a
set of common interests.

Improved threaded-discussion searching.

Continued support for third-party repositories using custom protocol
handlers and IFilters.

More information about Business Data Catalog can be found in the BI
functions in the Features at a Glance section.


People and Support for searching for people and what they know has been
Expertise
significantly enhanced. These features include:
Searching
Enhanced Support for indexing and searching any LDAP directory.

Dedicated Search Center tab for searching for people.

Returning SharePoint groups and Active Directory distribution lists in
search results.

People search results grouped by ―social distance‖ from you and your
common interests.

Search result refinement by properties such as department.

Business Data The Business Data Search feature of Office SharePoint Server 2007 makes
Search
it easy to index and search any relational database or other information
New
store accessible by ADO.NET or a Web service; for example, data in a
CRM system.

There is no need to write custom protocol handlers or IFilters or create
searchable HTML representations of information in a database.

Search results from Business Data Search can be highly customized and
fully integrated with search scopes and other Search Center features.

Search Microsoft Search includes an expanded and improved administration user
Manageability
interface that makes the following possible:
Enhanced
Broad support for all search and indexing scenarios

Central control of resource-intensive operations

SharePoint sites that subscribe to a central search service

Easy configuration and management of indexing and search by
corporate IT operations staff

Office SharePoint Server 2007 supports the centralized management
of distributed indexing and search services within a SharePoint server
farm. This makes it possible for very large collections of business data
and document content to be indexed and searched without
significantly increasing operations overhead.


Indexing Improved Indexing Management controls provide better control over what
Management
is to be indexed, how it is to be indexed, and when. These features include:
Enhanced
Improved crawl rules and crawl log.

One index per shared indexing service, removing the need to worry
about managing discrete indexes.

Multiple start addresses per content source.

An entirely new browsable, filterable index log.

Explicit SharePoint content source type.

Decoupling of content sources from scopes.

From a performance perspective, Microsoft Search indexes Windows
SharePoint Services sites more efficiently using the change log feature
in Windows SharePoint Services platform services.

Content Scopes Content Scopes help users broaden or narrow the scope of their content
New search. Office SharePoint Server 2007 search scopes are now decoupled
from content sources and can be based on arbitrary content properties
such as URL, type, and author. Search scopes can be based in simple or
multiple rules such as ―All Marketing Plans on the North American Sales
Web Site.‖

In addition, search scopes can be defined globally over the entire
SharePoint environment, or on an individual SharePoint site basis.

Extensibility and Microsoft Search includes three categories of application programming
Programmability
interfaces (APIs):
Enhanced
Data access: protocol handlers and IFilters

Query object model, APIs, Web services, and reusable Search Center
Web Parts

Administration object model and APIs

These APIs provide coherent, comprehensive, and backward-compatible
programmable access to the Microsoft Search features.

Common Search Microsoft Search provides a single indexing and search infrastructure that
Technology and
effectively scales from the desktop, through team sites and divisional
Infrastructure:
Desktop to Server portal sites, to the largest corporate intranets, extranets, and Internet
Enhanced presence Web sites.


Business Processes
Microsoft Office Forms Server 2007 helps organizations streamline forms-driven business
processes with easy-to-use, intelligent, XML-based electronic forms that integrate smoothly
with existing systems. This security-enhanced, client/server platform provides rapid-solution
creation and deployment, centralizes form management and maintenance, and helps to
extend business processes to customers, partners, and suppliers.

Feature Area Feature Description
Built on the XML Industry Forms created with Microsoft Office InfoPath® 2007 are based on
Standards
XML schemas that you define to control the structure of the data
Enhanced
captured by the form. A completed form is an XML file that
complies with that structure, making it highly actionable.

Browser-based Forms Microsoft Office Forms Server 2007 makes it possible to design
New Web-capable forms in Office InfoPath 2007 and distribute them
on corporate intranets, extranets, or the Internet. Users can fill
out forms in a browser with no download or client components
needed.

“Design Once” Forms designers can design their forms once and deploy them for
Development Model
use both within the rich Office InfoPath 2007 client program and
New
through a Web browser. Office Forms Server 2007 automatically
converts the form into ASP.NET Web forms, with no additional
work from the designer.

Form Import Wizard The designer in Office InfoPath 2007 provides an easy way to
New convert forms designed in Microsoft Office Excel and Microsoft
Office Word into rich Office InfoPath 2007 forms. The Form
Import Wizard handles the conversion of form fields, repeating
tables, rich text boxes, and other elements, dynamically
generating the underlying XML structure for the new form.

Advanced “No-code” The designer in Office InfoPath 2007 helps forms designers define
Form Features
validation, calculations, conditional formatting, and rules
Enhanced
declaratively, without having to write any code.


Integrated Deployment The Publish Wizard in Office InfoPath 2007 makes it easy to
Model for “No-code”
publish forms that do not have any managed code components to
Forms
New a Windows SharePoint Services library, while making the form
available as a browser-based form at the same time.

Native Support for Web Native support for Web services and customer-defined XML
Services and Customer-
schemas in Office Forms Server 2007 makes it easy to integrate
defined Schemas
Enhanced form data with many back-end systems using Web services. This
is true for forms filled out in both Office InfoPath 2007 and the
browser.

Multiple Form Views Forms designed with Office InfoPath 2007 support multiple views,
Enhanced which can be made available selectively in either the browser or
Office InfoPath 2007. For example, a loan application form might
include a main view for an applicant to fill in data using a
browser, and another view visible only to the loan officer, who
uses the rich Office InfoPath 2007 client to review and approve
the application.

Compatibility Checker The Compatibility Checker helps forms designers validate those
New features that need to work across the broadest range of Web
browsers.

Rich Administrative Tool For forms that have managed code, Office Forms Server 2007
for Forms Deployment
provides a centralized administrative tool for deploying and
and Management
New managing forms for use in the browser.

Single Sign-On (SSO) The single sign-on feature permits a person to enter one name
Enhanced and password to use a variety of back-end applications. It is used
for integrating back-office systems and LOB applications that
require separate credentials database.

Office SharePoint Server 2007 single sign-on services support the
use of custom as well as third-party pluggable credential
providers.

Note: Office SharePoint Server 2007 offers an additional
pluggable authentication provider model for authenticating user
access to Office SharePoint Server 2007 features.


Business Intelligence
Office SharePoint Server 2007 helps organizations provide business intelligence (BI)
capabilities to every employee, so they can share, control, and reuse business information in
order to make better business decisions. The BI features in Office SharePoint Server 2007
provide Web and programmatic access to published Office Excel spreadsheets, programmatic
reuse of critical LOB data, and easy development of Web-based BI dashboards that can
incorporate rich, data-bound KPIs, Web Parts, and published spreadsheets.

Web Access to Published Office Excel 2007 Services help information workers publish
Spreadsheets
spreadsheets to SharePoint sites, including spreadsheets that
New
incorporate powerful new client capabilities such as data
visualization and richer PivotTable views and PivotChart views.
Users require no additional software to access these interactive
spreadsheets in a Web browser, and all calculations are
performed on the server.

Integrated, Flexible Office Excel 2007 provides an integrated publishing experience
Publishing
that helps information workers easily choose what they want to
New
show and how users can interact with their published
spreadsheets.

Programmatic Access to Excel Services provide a Web services model for
Published Spreadsheets
programmatically accessing published spreadsheets. Custom
New
applications can send data to Excel Services for server-side
calculation, and the results are returned to the custom application
without exposing the spreadsheet’s business logic.

Data Connection Libraries Data Connection Libraries are new SharePoint document libraries
New in which organizations can centrally publish connection files to
make it easy for users to find and use the data sources they
need. Data connection files are easy to create and update, and
solution designers can easily reuse them from within the 2007
Microsoft Office system client applications, such as forms in Office
InfoPath 2007.


Business Data Catalog The Business Data Catalog makes it possible to include data from
New back-end systems in SharePoint lists, Web Parts, pages, and
search results.

The Business Data Catalog deeply integrates external data into
the Office SharePoint Server 2007 user experience, gives access
to external data exposed by ADO.NET and Web services, and
permits the display and analysis of external data through
Business Data Web Parts and Business Data SharePoint lists.

External data was formerly used to enhance the information
available in user profiles, for example, information from a human
resources application or employee skills database. External data
added to User Profiles can be automatically indexed and searched
in the same manner as user directory information.

External data can also be used in custom applications using the
Business Data Catalog runtime and administration APIs.

Business Data SharePoint Business Data SharePoint Lists and Web Parts store, analyze, and
Lists and Web Parts
display LOB application data retrieved through the Business Data
New
Catalog.

Business Data Actions Business Data Actions are links that appear beside business
New objects from the Business Data Catalog. These links can, for
example, open Web pages, display the user interfaces of LOB
applications, or launch Office InfoPath 2007 forms. These actions
are easy to create with no custom coding.

Business Data Actions menus also appear in SharePoint lists and
search results.

Data Connection Libraries Data Connection Libraries centralize storage of Business Data
New Catalog connections to external data making it easy to discover
new sources of data.

Dashboards Office SharePoint Server 2007 makes it easy to create rich BI
New dashboards that incorporate dynamic KPIs, Office Excel 2007
workbooks, and Microsoft SQL™ Server Reporting Services
reports.


Report Center Web Sites Office SharePoint Server 2007 includes out-of-the-box Web sites
New optimized for report access and management. These sites, hosted
by the new Report Center, provide consistent management of
reports, spreadsheets, and data connections.

Excel Services Excel Services Management is a centralized management service
Management
for configuring and managing Excel Services used by other
New
components of Office SharePoint Server 2007.

Office SharePoint Server 2007 can refresh external data,
recalculate a workbook, and render it with a high-fidelity, Web-
based user interface in an Excel Services Web Part. Based on
publishing parameters, it will render a complete Office Excel 2007
workbook, selected worksheets, or a region within a worksheet.

Developers can leverage Excel Services Web services to calculate
a complex model built in Office Excel 2007 and display the results
to a user working on a Web-based user interface or custom
desktop application.


Architectural Overview
This section describes the key components of Office SharePoint Server 2007, how they relate
to each other and to the platform, and collaboration services provided by Windows SharePoint
Services (version3).

The high-level architecture is illustrated in Figure 1.

Figure 1. Office SharePoint Server 2007 Architecture


Operating System and Database Services
Office SharePoint Server 2007 is built on the technologies and services provided by Microsoft
Windows Server™ 2003 Service Pack 1 (SP1) and SQL Server 2005 (as well as SQL Server
2000).

The core and development-platform operating system services include:

Microsoft .NET 2.0 Framework which comprises:
ASP.NET 2.0 master pages, content pages, and Web Parts
Pluggable service-provider models for personalization, membership, navigation, and
enhanced security
Database access services
Internet Information Services
Windows Workflow Foundation
Windows desktop indexing and search services

SQL Server is the relational database used for storing all content, data and configuration
information used by Office SharePoint Server 2007. SQL Server 2005 is recommended; SQL
Server 2005 Express is included as a default part of the installation. SQL Server 2000 can be
used as an alternative.

Windows SharePoint Services
Windows SharePoint Services (version 3) builds on the operating system and database
services to support requirements ranging from a team site for a workgroup, to large
enterprise portal solutions serving over 100,000 employees and staff (such as Office
SharePoint Server 2007), to a corporate Internet portal supporting millions of users.

Windows SharePoint Services platform services provide the following security-enhanced,
scalable, reliable, high-performance capabilities:

Storage
Management
Deployment
Site Model
Extensibility


In addition, Windows SharePoint Services, a feature of Windows Server 2003, implements the
collaboration features of the 2007 release of Office SharePoint Products and Technologies:

Document collaboration
Wikis and Blogs
Really Simple Syndication (RSS) support
Discussions
Project task management
Contacts, Calendars, and Tasks
E-mail integration
Integration with the 2007 Microsoft Office system client applications
Offline support for SharePoint lists and document libraries, using Office Outlook 2007 as
the offline client application.

Office SharePoint Server 2007: Applications and Services
Architecturally, Office SharePoint Server 2007 consists of a common set of Shared Services
that support five server application components.

Server Applications
Office SharePoint Server 2007 comprises five application components:

Portal
Search
Content management
Business process
Business intelligence

Each of these is built upon the platform services and collaboration components of Windows
SharePoint Services and the Shared Services components of Office SharePoint Server 2007.


Shared Services
Conceptually similar to Shared Services in SharePoint Portal Server 2003, the Shared
Services component has been completely restructured and redesigned in the Office
SharePoint Server 2007 using a new services provider model.

Shared Services include virtually all of the services that are used by multiple applications in
Office SharePoint Server 2007:

Full-text and property indexing and search services
Business Data Catalog
Notification service for generating alerts
User profile store
Audiences
Usage reporting
Single sign-on services


Installing Your Server
Consult the readme file included with Office SharePoint Server 2007 for information about
installing your server. Planning a Microsoft Windows SharePoint Services 3.0 (WSS)
installation or a Microsoft Office SharePoint Server 2007 (MOSS) installation for a large
enterprise can be a very complex undertaking. Determining the most cost-effective topology,
hardware, and bandwidth requirements is not a trivial task and involves selecting from a
variety of configuration options. In choosing the option that best fits your organization’s
needs, you need to answer the following questions:

1. What is the minimum hardware you need to deploy?

2. Where and how should you deploy the hardware?

3. How can you optimize your deployment to meet your organization’s
requirements for availability and performance?

4. How will growing capacity needs affect the topology?

The SharePoint Capacity Planning Tool, now available as a free download on the Microsoft
Download Center, helps you effectively answer these questions, and helps you balance your
organization’s needs for capacity and performance with its need to keep costs under control.
This new tool extends Microsoft System Center Capacity Planner 2007 so that you can use
Capacity Planner’s analysis and simulation features to plan your WSS or MOSS deployment.

The SharePoint Capacity Planning Tool is a general-purpose modeling tool that complements
SharePoint’s deployment planning documentation. With this tool and the analysis it provides,
you can get a head start on planning your SharePoint topology. After you provide the tool
with basic information about your organization, the tool provides a first approximation of
the topology your organization needs.

Important The SharePoint Capacity Planning Tool can be considered for planning physical topologies with the
understanding that it is both limited by the input it considers and possible lack of key architectural considerations unique to
any deployment. No capacity planning exercise is complete without the involvement of experienced architects, systems
integrators, and/or engineers for deployments greater than one server or 2000 users.

In particular, this tool does not consider extranet topologies, authentication methods other than NTLM and Anonymous,
Forms, Excel Services, BDC, and other system dependencies outside the core infrastructure. The tool does not model high-
end scenarios such as multi-terabyte Web applications or multiple Web applications. You should consult with knowledgeable
architects and engineers about information architecture, database sizing, number of databases, site collection sizing and
structuring, and other logical structures.


Product Tour
More information will be available:

See the LABMOSS©

See the Accelerators

Microsoft Connect http://connect.microsoft.com/


An Administrator’s Perspective
More information on this document.


A Developer’s Perspective
Consult the Software Developer Kit (SDK) included with Office SharePoint Server 2007 for
information about developing solutions with Office SharePoint Server 2007.

More information available in this document.

Download the MOSS SDK or the WSS SDK
Download the MOSS SDK: http://www.microsoft.com/downloads/details.aspx?familyid=6D94E307-67D9-
41AC-B2D6-0074D6286FA9&displaylang=en
Download the WSS SDK: http://www.microsoft.com/downloads/details.aspx?familyid=05e0dd12-8394-
402b-8936-a07fe8afaffd&displaylang=en
Technical diagrams and other supplemental documentation

http://technet.microsoft.com/en-us/library/cc263199(TechNet.10).aspx


For More Information
Visit the Microsoft Office 2007 Preview Center at http://office.microsoft.com/en-
us/default.aspx . This Web site features the latest news and information about the 2007
Microsoft Office system, including product information, case studies, white papers,
information about related technologies, and more.

Community :
http://clubmoss2007.org
http://sharepointerol.blogspot.com/
http://www.microsoft.com/click/SharePointDeveloper/
http://www.facebook.com/group.php?gid=5859009954
http://1j1s.blogspot.com/
http://msdn.microsoft.com/en-us/library/bb931736.aspx
http://www.codeplex.com/Default.aspx
http://blogs.msdn.com/sharepoint/default.aspx
http://msdn.microsoft.com/fr-fr/magazine/default.aspx

Newly published content for Office SharePoint Server 2007

Hardware and Software Requirements
For complete system requirements, visit http://www.microsoft.com/.


Glossary
Published: April 25, 2008
Microsoft Operations Framework 4.0 http://technet.microsoft.com/en-us/library/cc506049(TechNet.10).aspx

Accountability
A way of organizing IT work that ensures the right work gets done by assigning someone who is
held accountable for whether it gets done and how. Reference: Team SMF

Action/Response
A script, program, command, application start, or any other required remedial response that
minimizes the impact of service incidents or system events . Reference: Service Monitoring and
Control SMF

Aggregation
In a Service Monitoring and Control (SMC) tool, a function that makes it possible to treat a series
of similar events as a single event. Reference: Service Monitoring and Control SMF

Alert
A notification that an IT service event requiring attention has occurred. Reference: Service
Monitoring and Control SMF

Availability Management
The process of managing a service or application so that it is accessible when users need it.
Availability is typically measured in percentage of uptime; downtime refers to periods of system
unavailability. Reference: Reliability Management SMF

Baseline
A known state by which something is measured or compared. Baselines make managing change in
complex projects possible. References: Build SMF, Deploy SMF

Benefit Management
A process that identifies the benefits contributed by IT—their definition, monitoring, and
realization as a result of a business change. This process ensures that a business change achieves
its outcomes. Reference: Financial Management SMF

Bottom-up scheduling
A type of scheduling in which team members representing each role generate time estimates and
schedules for deliverables. Each team’s schedule is integrated into a master project schedule.
References: Build SMF, Project Plan SMF

Bug convergence
The point at which the number of bugs fixed exceeds the number of bugs reported. Bug
convergence is the first indication that a solution is becoming stable. Reference: Stabilize SMF

Business continuity planning
The process for planning and practicing the response of IT to a disaster or disruptive event. These
activities span the organization, affecting Finance, Operations, and HR functions. Reference:
Reliability Management SMF

Capacity Management
In the context of IT, capacity refers to the processing or performance capability of a service or
system. Capacity Management is the process used to ensure that current and future business IT
needs are met in a cost-effective manner. This process is made up of three sub-processes:
business, service, and resource capacity management. Reference: Reliability Management SMF

Change


The addition, modification, or removal of approved, supported, or baselined hardware, network,
software, application, environment, system, desktop build, or associated documentation.
Reference: Change and Configuration Management SMF

Change advisory board (CAB)
A cross-functional group set up to evaluate change requests for business need, priority,
cost/benefit, and potential impacts to other systems or processes. Reference: Change and
Configuration Management SMF

Change category
Measurement of a change’s release impact on IT and the business. The change complexity and
resources required, including people, money, and time, are measured to determine the category.
Reference: Change and Configuration Management SMF

Change log
A log of requests for change (RFCs) submitted for all changes in a service, which tracks the
progress of each change from submission through review, approval, implementation, and closure.
A change log can be managed manually, with a document or spreadsheet, or it can be managed
automatically with a tool. Reference: Change and Configuration Management SMF

Change Manager
The role that has the overall management responsibility for the change management process in
the IT organization. Reference: Change and Configuration Management SMF

Compliance
An application of risk management that ensures that IT conforms with governmental regulations,
laws, and company-specific policies—in other words, a means to ensure that the organization is
actually doing what it has said it will do. Reference: Governance, Risk, and Compliance SMF

Conceptual design
A solution design process that involves understanding the business requirements and defining the
features that users need to do their jobs. Product Management takes the lead in creating the
conceptual design, which begins during Envisioning and continues through Project Planning.
Reference: Build SMF, Project Plan SMF

Configuration item (CI)
An IT component that is under configuration management control. Each CI can be composed of
other CIs. CIs may vary widely in complexity, size, and type, from an entire system (including all
hardware, software, and documentation) to a single software module or a minor hardware
component. Reference: Change and Configuration Management SMF

Configuration management system (CMS)
A set of tools that are used to manage IT service management data such as changes, releases,
known errors, and incidents. References: Problem Management SMF, Change and Configuration
SMF

Contingency
A process that prepares an organization to respond coherently to unplanned incidents. Reference:
Governance, Risk, and Compliance SMF

Correlation
In a Service Monitoring and Control (SMC) tool, a function that groups events together or defines
an event’s relationship with other events that together represent an impact. Reference: Service
Monitoring and Control SMF

CSR
See Customer Service Representative. Reference: Customer Service SMF

Customer


The person or organization that commissions and funds a project. References: Build SMF, Deploy
SMF, Envision SMF, Project Plan SMF

Customer Service Representative (CSR)
A front-line contact person on the Service Desk team. Reference: Customer Service SMF

Dedicated team
A team that exists for ongoing work, with no specific end time in mind. An example of a dedicated
team might be an operations team that shares ongoing maintenance for an IT service or IT
component. Reference: Team SMF

Definitive software library (DSL)
A secure software library where all versions of software CIs that the CAB has approved for
deployment are held in their definitive, quality-controlled form. Reference: Change and

Demand management
The process of aligning an organization’s supply of IT resources to meet service demands
forecasted by the business. Reference: Business/IT Alignment SMF

Development role
The role of Development is to build and unit-test the code for a solution. Development provides
input into high-level designs, evaluates technologies, and develops proof-of-concept prototypes to
validate potential solutions and to mitigate development risks early in the development process.
Development also provides low-level product and feature design, estimates the effort required to
deliver on that design, and then builds the product. Reference: Build SMF

Error
A fault, bug, or behavior issue in an IT service or system. Reference: Problem Management SMF

Event
An occurrence within the IT environment detected by a service monitoring tool. Reference:
Service Monitoring and Control SMF

Evidence
Testable proof that policies and processes are working as expected. Reference: Governance, Risk,
and Compliance SMF

Forward Schedule of Change (FSC)
A record of upcoming approved changes, which may help you understand the impact that already-
approved changes might have on any new proposed changes, and vice versa. This can also be
accomplished using the service portfolio described in the Business/IT Alignment SMF. Reference:
Change and Configuration Management SMF

Functional specification
The repository for the set of technical documents that detail every element of the solution
deliverables, explaining in exact and specific terms what the team is building and deploying. The
functional specification is the final technical document against which every development team
member will build. Reference: Build SMF

Functional testing
Testing a completed solution against the functional specification. Reference: Stabilize SMF

Governance
IT governance is led by senior management and consists of activities that clarify who holds the
power to make decisions, determine accountability for actions and responsibility for outcomes,
and address how expected performance will be evaluated. The process of developing and
managing IT policies for a business or organization is one aspect of applying IT governance.
Reference: Governance, Risk, and Compliance SMF


Health model
A model that defines whether a system is healthy—operating within normal limits—or if it has
failed or degraded. It is categorized by availability, configuration, performance, or security.
Reference: Service Monitoring and Control SMF

Incident
Failure of a service or component to provide a feature it was designed to deliver. Reference:
Customer Service SMF

Incident Resolution request
A Service Desk request to resolve the failure of a service or feature. Reference: Customer Service
SMF

Information request
A Service Desk request to gain additional information about an existing service. This does not
include activating new features or providing new services. Reference: Customer Service SMF

Integration testing
Testing individual, united-tested components of a solution integrated with other components.
Reference: Stabilize SMF

Interim milestone
An early progress indicator that segments large work efforts into manageable portions.
References: Build SMF, Envision SMF, Project Plan SMF

IT alignment
A state that occurs when the technical and business goals and strategies of the IT organization
completely match the goals and strategies of the overall business.

IT asset
Any company-owned information, system, or machine that is used in the course of business
activities. Reference: Governance, Risk, and Compliance SMF

IT control
A specific activity performed by people or systems designed to ensure that business objectives are
met. References: Governance, Risk, and Compliance SMF, Service Monitoring and Control SMF

IT service continuity management
The process of assessing and managing IT risks that can significantly affect the delivery of
services to the business. Reference: Reliability Management SMF

IT service strategy
The plan that aligns an organization’s objectives, policies, and procedures into a cohesive
approach to deliver services that support business strategy. Reference: Business/IT Alignment
SMF

Known error
A service or system error that has been observed and documented in a known error database.
Reference: Problem Management SMF

Known error database
A subsection of the knowledge base or overall Configuration Management System (CMS) that
stores known service or system errors and their associated root causes, workarounds, and fixes.
Reference: Problem Management SMF

Logical design
A solution design process that uses the conceptual design and the current state of the technology
infrastructure to define a new architecture at a high level. References: Build SMF, Project Plan


SMF

Milestone
A project synchronization point. Major milestones mark the transition of projects from one phase
to the next phase, and transfer primary responsibility from one role to another role. References:
Build SMF, Envision SMF, Project Plan SMF

Mitigation
Processes or activities that are established for the purpose of reducing the potential consequences
of a risk by reducing the likelihood or impact of the risk. Reference: Governance, Risk, and
Compliance SMF

MOF
Microsoft® Operations Framework (MOF) 4.0 delivers practical guidance for everyday IT practices
and activities, helping users establish and implement reliable, cost-effective IT services. It
encompasses the entire IT lifecycle by integrating
MOSS
Microsoft® Office SharePoint Server 2007.

New Service request
A Service Desk request to gain a new service or feature. Reference: Customer Service SMF

Operating level agreement (OLA)
An internal agreement between one or more of the IT teams that support the requirements set
forth in the service level agreements (SLAs). Reference: Business/IT Alignment SMF

Operational costs
The costs resulting from the day-to-day running of IT services—for example, staff costs, hardware
maintenance, and electricity—and relating to repeating payments whose effects can be measured
within a short time frame, usually less than the 12-month financial year. Also referred to as non-
discretionary spend. Reference: Financial Management SMF

Operations guide
An Operations Plan containing prescriptive work instructions for operating IT services. Reference:
Operations Management SMF

Operations log
A log containing records that list when operational work has been completed and by whom.
Reference: Operations Management SMF

Operations plan
A plan that lists the operational work (tasks) required to operate IT services, the sequence in
which the tasks must be executed (including dependencies), recurrence, and prerequisites and
requirements for execution. Reference: Operations Management SMF

Personas
Descriptions of various types of users and their job functions, including operations staff.
Reference: Project Plan SMF

Physical design
A solution design process that describes the desired architecture in greater detail than the logical
design. It also defines the hardware configurations and software products to be used. As a general
rule, the physical design should contain enough detail to enable the team to begin work on the
project plan. References: Build SMF, Project Plan SMF

Pilot test
A test conducted by a subset of users in a production environment. The pilot group uses the
solution, providing feedback and reporting any bugs it finds. References: Deploy SMF, Stabilize
SMF


Policy
A deliberate plan of action to guide decisions and achieve rational outcomes. (This definition deals
with human-readable descriptions of desired behavior, not machine-readable descriptions.)
Reference: Policy SMF

Post-implementation review (PIR)
A review that occurs after release of a new or updated service. This review evaluates and
measures the success of the release in the production environment. Reference: Change and

Problem
A scenario describing symptoms that have occurred in an IT service or system that threatens its
availability or reliability. Reference: Problem Management SMF

Process
Interrelated tasks that, taken together, produce a defined, desired result.

Product Management role
The goal of the Product Management role is customer satisfaction. The product management role
is positioned to achieve this by acting as the customer advocate to the team and as the team
advocate to the customer. Reference: Build SMF

Program Management role
The role and focus of Program Management is to meet the quality goal of delivering the product
within project constraints. To meet this goal, program management owns and drives the
functional specification, the schedule, the features, and the budget for the project. Program
management ensures that the right product is delivered at the right time. Reference: Build SMF

Project team
A team that is formed for a project, with a specific start date and end date in mind. An example of a
project team might be one formed to build a new IT service. Reference: Team SMF

Quiet period
During deployment, the period between the Deployment Stable Interim Milestone and the
Deployment Complete Milestone. During this period, the project team is no longer active but does
respond to issues as Operations and Support escalate them to the team. Typical quiet periods last
from 15 to 30 days. Reference: Deploy SMF

RACI
A list of activities for which the person in a the job role is Responsible, Accountable, Consulted, or
Informed about that activity. Reference: Change and Configuration Management SMF

Release
A collection of one or more changes that includes new and/or changed configuration items that
are tested and then introduced into the production environment. Reference: Change and

Release Management role
The Release Management role is responsible for managing the activities of the release
management process for the IT organization, including creating the deployment and site-
preparation checklist. Reference: Build SMF

Release Manager
The role that is responsible for managing the activities of the release management process for the
IT organization. Reference: Change and Configuration Management SMF

Release Readiness Review
The final management checkpoint and approval step before deploying a release. Reference:
Deliver LPO


Guide to Using Microsoft Office SharePoint Server 2007 Features

Guide to Using Microsoft Office SharePoint Server 2007 Features

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Guide to Using Microsoft Office SharePoint Server 2007 Features