Windows SYBEX TEST ENGINE MCTS · Marilyn Miller-White, MCT, MCTS, MCITP, is a trainer and...

Windows® SharePoint® Services 3.0 Confi gurationSTUDY GUIDE

Marilyn Miller-WhitePaul StorkKris Wagner

Covers All Exam Objectives

MCTS

Includes Real-World Scenarios, Hands-On Exercises, and Leading-Edge Exam Prep Software Featuring:

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Exam 70-631

SERIOUS SKILLS.

MCTS

Window

s® SharePoint

® Services 3.0 C

onfi guration

STUDY GUIDE

Miller-WhiteStork

Wagner

Exam 70-631

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C A T E G O R YCOMPUTERS/Certifi cation Guides

ISBN: 978-0-470-44931-8

The demand for qualifi ed SharePoint administrators is growing. Validate your expertise in this expanding career fi eld with certifi cation as a Microsoft Certifi ed Technology Specialist in Windows SharePoint Services 3.0 Confi guration. This in-depth study guide thoroughly covers all exam objectives for Exam 70-631 and prepares you to deploy, secure, and monitor Windows SharePoint Services 3.0. Inside, you’ll fi nd:

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Marilyn Miller-White, MCT, MCTS, MCITP, is a trainer and well-known author, as well as owner of White Consulting, a New Jersey–based consultancy and training company. She has been a presenter at Microsoft launch events for SQL Server 2005 and Visual Studio 2005, as well as a Technical Learning Guide and a presenter at TechEd. Paul Stork, MCT, MCTS, MCITP, is a SharePoint Server MVP who currently works as a trainer and consultant for Mindsharp. With over 20 years of experience, he is a much sought-after resource for SharePoint questions that involve both administration and development issues. Kris Wagner, MCP, MCSE, MCTS, MCITP, is a Microsoft SharePoint Solutions Architect currently working as a Senior Consultant for Slalom Consulting. Kris has over nine years of experience in SharePoint concept design, installation, and system delivery.

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MCTSWindows® SharePoint®

Services 3.0 ConfigurationStudy Guide

Marilyn Miller-White

Paul Papanek Stork

Kris Wagner

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Acquisitions Editor: Jeff KellumDevelopment Editor: Alexa MurphyTechnical Editors: Kris Wagner and Randy MullerProduction Editor: Angela SmithCopy Editors: Liz Welch and Linda RecktenwaldEditorial Manager: Pete GaughanProduction Manager: Tim TateVice President and Executive Group Publisher: Richard SwadleyVice President and Publisher: Neil EddeMedia Project Manager 1: Laura Moss-HollisterMedia Associate Producers: Josh Frank and Doug KuhnMedia Quality Assurance: Shawn PatrickBook Designers: Judy Fung and Bill GibsonProofreader: Word One New YorkIndexer: Ted LauxProject Coordinator, Cover: Lynsey StanfordCover Designer: Ryan Sneed

Copyright © 2009 by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

ISBN: 978-0-470-44931-8

No part of this publication may be reproduced, stored in a retrieval system or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning or otherwise, except as permitted under Sections 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, 222 Rosewood Drive, Danvers, MA 01923, (978) 750-8400, fax (978) 646-8600. Requests to the Publisher for permission should be addressed to the Permission Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, (201) 748-6011, fax (201) 748-6008, or online at www.wiley.com/go/permissions.

Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. No warranty may be created or extended by sales or promotional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the publisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Web site is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Web site may provide or recommendations it may make. Further, readers should be aware that Internet Web sites listed in this work may have changed or disappeared between when this work was written and when it is read.

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Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books.

Library of Congress Cataloging-in-Publication Data

Miller-White, Marilyn. MCTS : Windows sharepoint services 3.0 configuration study guide (70-631) / Marilyn Miller-White, Paul Stork, Kris Wagner. p. cm. ISBN 978-0-470-44931-8 (pbk.) 1. Intranets (Computer networks) — Examinations — Study guides. 2. Microsoft SharePoint (Electronic resource) — Examinations — Study guides. 3. Web servers — Examinations — Study guides. 4. Electronic data processing personnel — Certification — Study guides. I. Stork, Paul, 1952- II. Wagner, Kris, 1974- III. Title. TK5105.875.I6M58 2009 004.6'82—dc22 2009031425

TRADEMARKS: Wiley, the Wiley logo, and the Sybex logo are trademarks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. Windows and SharePoint are registered trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc., is not associated with any product or vendor mentioned in this book.

10 9 8 7 6 5 4 3 2 1

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To my family, my friends, and all who love learning

—Marilyn Miller-White

To all those who feel most alive when they are learning something new

—Paul Papanek Stork

For my partner Stacy, our kids, and my family

—Kris Wagner

Acknowledgments I always knew I wanted to be a teacher. There was no question — it was my passion. I am fortunate to live my passion and share my results with you. I have had the privilege to be on the forefront of many new advancements. My life centers on research, development, and education. This is what this book is all about — enabling you to develop and hone your skills in the exciting arena of Windows SharePoint Services 3.0 to build highly usable collaboration products for your organization.

This book is for you, my friend and reader — may you consume all the information that Paul, Kris, and I have put into this book to help your pass the 70 - 631 exam as well as help you understand WSS 3.0.

A very, very special set of thanks goes to all my family and friends who encouraged me to pursue this project and allowed me to neglect them during the process. Please chill the wine!

I would like to send my heartfelt appreciation to the other two members of the team, Paul and Kris. Without their exceptional knowledge and input, this book would not have the special quality of being both a study guide and an implementation guide.

Thanks to the Wiley team, and especially acquisitions editor Jeff Kellum and development editor Alexa Murphy, for helping me through this process and always being there when I needed guidance. The team at Wiley has worked long hours to bring you such a professional fi nished product.

And speaking of professional products, thanks to the Microsoft Offi ce SharePoint Services team for giving us such a unique collaboration product. I have enjoyed working with you for this version of the product and know the next version will be even more awesome.

— Marilyn Miller - White

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First I want to thank Marilyn White, my fellow author, and Jeff Kellum, an acquisitions editor for Wiley, who fi rst approached me about working on this project. Your belief that I had knowledge to share is what made all this possible. Marilyn, it is always a delight working on projects with you, even when it ’ s writing books. Jeff, your continuing faith and occasional gentle prodding kept me on track to get my chapters written.

I also want to thank the rest of the team at Wiley, especially development editor Alexa Murphy, copyeditors Liz Welch and Linda Recktenwald, and production editor Angela Smith. Your skillful editing of my writing made the knowledge that I tried to impart that much easier to understand. I couldn ’ t have done this without you.

Finally, I want to thank Kris Wagner, who was the technical reviewer for my chapters and also a coauthor of the book. We couldn ’ t have done this without you, Kris. I hope I ’ ve made a new friend whom I ’ ll keep for many years.

— Paul Papanek Stork

First I would like to thank my partner Stacy for letting me miss many weekend plans, nightly television dates, and walks with our dogs Resin, Cody, and Little Bit.

Thank you to all my close friends whom I have not seen in months. Thank you to my parents (Toni, Nancy, Nene, Mark, Richard, and Ron) for supporting and pushing me in every way possible. Special thanks to my friends, Gaurav Issar and Asif Rehmani, for providing me with the last bit of motivation I needed to fi nish this book. Thank you to Jeff Kellum at Wiley for giving me this opportunity and thank you to the other authors Marilyn White and Paul Stork, this has truly been an amazing experience.

And fi nally I would like to thank Dave Cutler and the Slalom Consulting family, for supporting me in my SharePoint adventures.

— Kris Wagner

iv Acknowledgments

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About the AuthorsMarilyn Miller-White, a SharePoint 2007 MCTS, SQL Server 2005 MCTS and MCITP, MCT, MODL, MCDBA, and MCSE, is the owner of White Consulting, a New Jersey–based consultancy specializing in database and systems training and solutions.

With a master’s degree in education and a passion for learning, Marilyn began teaching computer science in New Jersey’s schools and colleges. While teaching, she decided to branch out to both the government and private sectors, specializing in designing database, programming, and systems solutions to support the growing needs of her customers.

She has been training and implementing Microsoft technologies for customers throughout North America for over ten years. An early achiever on both the Windows 2003 and SQL Server 2005 platforms, she is often called upon to speak on Microsoft solutions. She has presented at Microsoft launch events for SQL Server 2005 and Visual Studio 2005. In June 2006, 2007, 2008, and 2009 she was a Technical Learning Guide at Tech Ed North America (NA).

She has authored two MCITP study guides under the Sybex label: MCITP Developer: Microsoft SQL Server 2005 Data Access Design and Optimization Study Guide (70-442) and MCITP Administrator: Microsoft SQL Server 2005 Optimization and Maintenance Study Guide (70-444).

Most recently she has been specializing in SharePoint development and training. At TechEd NA 2007 and 2008, she presented an instructor-led lab session on customized Visual Studio workfl ows. Marilyn has been training and consulting since January 2007 in a variety of SharePoint venues. When not in the fi eld — or on the road, or in the air — she is writing and performing technical editing.

Marilyn enjoys working with customers and assisting them with their solutions. She loves to travel, especially to Washington and Texas where she can include a visit with her children. When home, she enjoys attending concerts and plays, scrapbooking, listening to classical music, and the company of her cats, Holly and Sequel.

Paul Papanek Stork, a Microsoft SharePoint Server MVP, MCT, MCSE+I, MCSA, MCSD, MCDBA, MCITP, MCPD), is a senior instructor and principal consultant for Mindsharp, one of the preeminent SharePoint training fi rms in North America. Paul has been working full time in the computer industry since the mid-1980s. After obtaining an MBA in 1995, he began specializing in training and consulting on Microsoft products. Over the last 15 years he has passed numerous Microsoft certifi cation exams and earned an extensive list of Microsoft certifi cations on everything from NT 3.5 to his latest certifi cations on WSS and MOSS.

Paul has developed expertise as an administrator, developer, and database administrator (DBA). His primary area of expertise has always been Microsoft application servers. Since coming to work for Mindsharp several years ago, Paul has focused primarily on SharePoint technologies.

Paul has worked for a variety of companies, including religious nonprofi t organizations, a local government, a regional bank, a university, and several consulting and training fi rms.

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His knack for quickly learning new technologies allows Paul to work on the “bleeding edge” of technology. His breadth of knowledge makes him a much sought after resource for SharePoint questions that cross the traditional boundaries of administration, development, and design. Paul maintains an active blog at http://sharePoint.mindsharpblogs.com/pauls.

In July 2008 Paul was awarded a Most Valuable Professional (MVP) award by Microsoft in recognition of his work: writing, speaking at conferences, and supporting the SharePoint community.

Kris Wagner, MCP, MCSE, MCTS, and MCITP, has over 15 years of experience in the IT sector delivering web-based client applications. For the past 9 years he has been architecting, deploying, and supporting enterprise SharePoint solutions. Kris became a Microsoft SharePoint evangelist by helping in the community, running SharePoint-focused events such as SharePoint Saturday—Chicago, and actively maintains his blog at http://www.sharepointkris.com.

Kris has a deep passion for SharePoint, and his dedication shows through his delivery of solutions and customer satisfaction. He has been involved in the delivery and deployment of over 200 SharePoint installations.

Kris currently lives in Chicago with his partner Stacy, their three dogs, and their bird Max. Kris works for Slalom Consulting as a Microsoft Solutions Architect and Slalom’s SharePoint Practice Lead for Chicago.

vi About the Authors

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Contents at a GlanceIntroduction xxi

Assessment Test xxxi

Chapter 1 Getting Started with the Windows SharePoint Services 3.0 Platform 1

Chapter 2 Integrating Windows SharePoint Services in the Network 45

Chapter 3 Installing and Deploying Windows SharePoint Services 3.0 95

Chapter 4 Configuring the Windows SharePoint Services 3.0 Environment 147

Chapter 5 Building and Configuring the Windows SharePoint Services 3.0 Topology 211

Chapter 6 Configuring Lists and Managing Documents 263

Chapter 7 Configuring Authentication and Security 311

Chapter 8 Administering the Implementation 371

Chapter 9 Managing Customization 397

Chapter 10 Extending Windows SharePoint Services 427

Chapter 11 Monitoring Windows SharePoint Services 447

Chapter 12 Upgrading Windows SharePoint Services 3.0 from Windows SharePoint Services 2.0 487

Appendix About the Companion CD 525

Glossary 529

Index 539

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ContentsIntroduction xxi

Assessment Test xxxi

Chapter 1 Getting Started with the Windows SharePoint Services 3.0 Platform 1

Overview of Windows SharePoint Services 3.0 3What Is Microsoft WSS 3.0? 4Why Use WSS 3.0? 9

Understanding the Technology Features of WSS 3.0 12Administration Model Enhancements 12Compliance Features Enhancements 14Operational Tools and Capabilities Enhancements 14Network Support Enhancements 14Extensibility Enhancements 15

Planning, Planning, and Planning a WSS 3.0 Solution 15Determining the Purpose of the Solution 16Determining User Needs 18Determining the Number and Types of Users 21

Planning and Understanding the Logical Architecture 23Understanding the Logical Architecture Components 23Understanding the Deployment Architecture 29

Summary 35Exam Essentials 35Review Questions 36

Chapter 2 Integrating Windows SharePoint Services in the Network 45

Understanding the Physical Architecture 46Configuring a Stand-Alone Installation 47Configuring a Farm Installation 50Understanding Web Browser Support 54

Planning for Availability 56Defining Server Redundancy requirements 57Planning for a Minimum Level of Availability 59

Planning for Extranet Environments 65Planning an Edge Firewall Topology 66Planning a Multihomed Topology 66Planning a Back-to-Back Perimeter Topology 67Planning a Split Back-to-Back Topology 68

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x Contents

Planning the Internet Security and Acceleration Server Implementation 69

Planning for and Designing a Secure Infrastructure 79Securing the Web Front-End Servers 79Securing the Application Servers for WSS 3.0 81Securing the Database Servers for WSS 3.0 81Securing Other Features in WSS 3.0 81Securing Ports and Protocols 83


Chapter 3 Installing and Deploying Windows SharePoint Services 3.0 95

Implementing Security Requirements 96Creating Security Accounts 97Configuring Security for Extranet Environments 98

Installing WSS 3.0 on a Stand-Alone Computer 98Verifying Hardware and Software Requirements 98Configuring the Server as a Web Server 99Installing Microsoft .NET Framework 3.0 101Enabling ASP.NET 2.0 102Installing and Configuring WSS 3.0 with WID 102Running the SharePoint Products and Technologies

Configuration Wizard 104Performing Postinstallation Tasks 106

Installing WSS 3.0 in a Server Farm 114Verifying Hardware and Software Requirements 114Configuring the Server as a Web Server 115Installing the Microsoft .NET Framework 3.0 116Enabling ASP.NET 2.0 117Installing and Configuring WSS 3.0 on All Servers

in the Farm 118Starting the WSS 3.0 Search Service 127

Reviewing the Installation 133Inspecting the File System Changes 134Reviewing Registry Entries 135Examining IIS Changes 136Viewing Database Changes 136


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Contents xi

Chapter 4 Configuring the Windows SharePoint Services 3.0 Environment 147

Introducing Central Administration 148The Central Administration Pages 149Security 150

Using the Central Administration Home Page 152Using the Administrator Tasks Web Part 152Using the Farm Topology Web Part 155Using the Resources Web Part 156

Configuring Services 156Central Administration 157Windows SharePoint Services Search 157Windows SharePoint Services Incoming Mail 158Windows SharePoint Services Web Application 159

Using Central Administration to Create and Manage Web Applications 159

Creating a Web Application 160Creating a DNS Entry for the Host Header 165Configuring Web Application Settings 166Configuring Additional Settings 171Configuring Web Application Security 176

Creating a Site Collection 186Managing Your Site Collection in Central Administration 190Extending Your Web Application 193

Configuring Alternate Access Mappings 197Summary 200Exam Essentials 200Review Questions 202

Chapter 5 Building and Configuring the Windows SharePoint Services 3.0 Topology 211

Planning the Site Collection Hierarchy 212One Site or a Hierarchy? 212Determining Site Objectives 214Identifying the Site Environment 214Mapping User Needs to SharePoint Capabilities 215Other Considerations 216

Creating Sites 217SharePoint Site Templates 218Creating a Subsite 225

Managing Sites and Site Collections Using Site Settings 227Changing a Site’s Look and Feel 228Configuration Galleries 238Managing Sites 239

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xii Contents

Managing Site Collections 249Summary 254Exam Essentials 254Review Questions 255

Chapter 6 Configuring Lists and Managing Documents 263

Understanding Document Management 264Defining Governance 265

Areas to Address in Your Governance Plan 266Items to Consider in Your Governance Plan 266

Defining Metadata 267Creating and Maintaining Lists 268

Understanding the Included Lists 269Creating and Customizing Lists 270Maintaining Lists by Implementing Settings 273

Creating and Maintaining Libraries 281Understanding the Included Libraries 281Creating and Customizing Libraries 282Maintaining Libraries by Implementing Settings 284

Submitting Content to Lists and Libraries 292Introducing and Creating Content Types 293

Modifying the Content Type 296Adding the Content Type to the Library 297

Creating and Implementing Workflows 299What Are Workflows? 299Combining Workflow and WSS 3.0 300


Chapter 7 Configuring Authentication and Security 311

SharePoint Security Overview 312Authentication 313Authorization 313

Planning Security 329Authentication Providers 329Active Directory Groups 330SharePoint Administrative Groups 333

Managing Content Security 336Breaking Security Inheritance on a Subsite 338Breaking Security Inheritance on a List or Library 341

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Contents xiii

Breaking Security Inheritance on a Folder, Item, or Document 343

Securing Documents with Information Rights Management 347

Implementing User Security 348Adding and Removing Users 348Managing Access Requests 349Anonymous Access 353

Implementing Web Application Security 358Understanding Code Access Security 358

Trust Levels 359Code Access Security 359Web Solution Packages 360


Chapter 8 Administering the Implementation 371

Understanding Central Administration 372Home Page 373Operations Page 374Application Management Page 375

Site Collection Administration 376Managing the WSS 3.0 Recycle Bin 377Managing Portal Site Connections in WSS 3.0 379

Backup and Restore Using the Operations Page 380Directory Permissions 381

Administering WSS 3.0 Using Stsadm 383Stsadm Location 384Stsadm Considerations 384Stsadm Operations and Parameters 384


Chapter 9 Managing Customization 397

Introducing Customization and Branding 398Understanding Where Content Is Stored 398Understanding Page Requests 401

Understanding Master Pages 401Understanding Master Page Controls 402

Indentifying Strategies for Customization 406Customizing with SharePoint Designer 407

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xiv Contents

Configuring Code Access Security 416Summary 417

Exam Essentials 418Review Questions 419

Chapter 10 Extending Windows SharePoint Services 427

Introducing Features 428What Are Features? 428Feature Components 429The Creation and Deployment Process of Features 430Using Features in Site Definitions 431

Understanding Web Parts 432Adding a Web Part to a Page 433Removing a Web Part from a Page 434Moving a Web Part 435Using Web Parts to Customize Pages 438


Chapter 11 Monitoring Windows SharePoint Services 447

Why Monitoring Is Important 448Maintaining Performance 448Troubleshooting Errors 449

Maintaining SQL Performance 449Limiting SQL Database Size 449Controlling Database Activity 454SQL Server Maintenance 458

Using Performance Monitor with WSS Metrics 458Generating a Performance Baseline 458Creating Alerts 462Common WSS Counters 464

Troubleshooting Problems with Logs and the Event Viewer 469Diagnostic Logging and Event Throttling 470Configuring Usage Analysis Processing 472Interpreting the IIS Logs 473

Microsoft Operations Manager (MOM) 2005 and WSS 475WSS 3.0 Management Pack for MOM 2005 476Configuring MOM 2005 for WSS 477


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Contents xv

Chapter 12 Upgrading Windows SharePoint Services 3.0 from Windows SharePoint Services 2.0 487

Upgrade Approaches 488In-Place Upgrade 490Gradual Upgrade 491Database Migration Upgrade 492Choosing the Best Approach 494

Handling Customizations 495Customized Pages 495Custom Web Parts and Other Coding 497Custom Site Definitions 497Site Themes 498

The Upgrade Process 498Preparing for the Upgrade 498Performing an In-Place Upgrade 503Performing a Gradual Upgrade 506Performing a Database Migration 510Post-Upgrade Tasks 513


Appendix About the Companion CD 525

Glossary 529

Index 539

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Table of ExercisesExercise 2.1 Checking to See if ASP.NET Is Enabled . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Exercise 2.2 Configuring Surface Area Settings in SQL Server 2005 . . . . . . . . . . . . . . 53

Exercise 3.1 Installing and Configuring IIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Exercise 3.2 Installing Microsoft .NET Framework 3.0. . . . . . . . . . . . . . . . . . . . . . . . . . 101

Exercise 3.3 Enabling ASP.NET 2.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Exercise 3.4 Installing and Configuring WSS 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Exercise 3.5 Running the SharePoint Products and Technologies Configuration Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Exercise 3.6 Adding Your WSS 3.0 Site to the List of Trusted Sites . . . . . . . . . . . . . . . 107

Exercise 3.7 Configuring Proxy Server Settings to Bypass the Proxy Server for Local Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Exercise 3.8 Configuring the SMTP Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Exercise 3.9 Configuring Incoming Email Settings in Central Administration . . . . . . 110

Exercise 3.10 Configuring Outgoing Email Settings in Central Administration . . . . . . 112

Exercise 3.11 Performing Administrator Tasks Using Central Administration . . . . . . . 113

Exercise 3.12 Installing and Configuring IIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115

Exercise 3.13 Installing Microsoft .NET Framework 3.0. . . . . . . . . . . . . . . . . . . . . . . . . . 117

Exercise 3.14 Enabling ASP.NET 2.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Exercise 3.15 Installing WSS 3.0 on the First Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119


Exercise 3.17 Adding the Central Administration Website as a Trusted Site . . . . . . . . 125

Exercise 3.18 Configuring Proxy Server Settings to Bypass the Proxy Server for Local Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Exercise 3.19 Installing WSS 3.0 on Additional Servers . . . . . . . . . . . . . . . . . . . . . . . . . 126


Exercise 3.21 Starting the WSS Search Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Exercise 3.22 Configuring the SMTP Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130

Exercise 3.23 Configuring Incoming Email Settings in Central Administration . . . . . . 131

Exercise 3.24 Configuring Outgoing Email Settings in Central Administration . . . . . . 132

Exercise 3.25 Performing Administrator Tasks Using Central Administration . . . . . . . 133

Exercise 4.1 Installing a Certificate for the Central Administration Site . . . . . . . . . . . 150

Exercise 4.2 Maintaining and Customizing Administrator Tasks . . . . . . . . . . . . . . . . . 152

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Exercise 4.3 Creating a New Web Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Exercise 4.4 Creating a DNS Alias for Intranet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Exercise 4.5 Configuring General Settings for Your Web Application. . . . . . . . . . . . . 168

Exercise 4.6 Defining a Wildcard Inclusion Managed Path . . . . . . . . . . . . . . . . . . . . . . 172

Exercise 4.7 Managing User Permissions by Creating a Web Application Policy . . . 180

Exercise 4.8 Configuring Authentication Providers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Exercise 4.9 Creating a Root Site Collection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Exercise 4.10 Extending a Web Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 194

Exercise 4.11 Creating a DNS Alias for Extranet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

Exercise 5.1 Creating a Subsite. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 225

Exercise 5.2 Changing a Site’s Title, Description, and Icon. . . . . . . . . . . . . . . . . . . . . . 229

Exercise 5.3 Applying a Theme. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232

Exercise 5.4 Adding a Manual Link to the Top Link Bar . . . . . . . . . . . . . . . . . . . . . . . . . 233

Exercise 5.5 Creating a Template from an Existing Site . . . . . . . . . . . . . . . . . . . . . . . . 234

Exercise 5.6 Overriding the Default Regional Settings . . . . . . . . . . . . . . . . . . . . . . . . . 242

Exercise 5.7 Restoring a Deleted List from the Recycle Bin . . . . . . . . . . . . . . . . . . . . . 249

Exercise 6.1 Creating a Custom List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 271

Exercise 6.2 Creating the HR Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 283

Exercise 6.3 Modifying Settings for the HR Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . 291

Exercise 6.4 Creating the Vacation Form Content Type. . . . . . . . . . . . . . . . . . . . . . . . . 294

Exercise 6.5 Modifying the Vacation Form Content Type by Adding a Status Column . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 297

Exercise 6.6 Creating a Workflow for Vacation Form Approval . . . . . . . . . . . . . . . . . . 300

Exercise 7.1 Creating a New Permission Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322

Exercise 7.2 Copying an Existing Permission Level . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324

Exercise 7.3 Creating a SharePoint Group. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327

Exercise 7.4 Adding a User to the Farm Administrators Group . . . . . . . . . . . . . . . . . . 333

Exercise 7.5 Changing a Site Collection Administrator in Central Administration. . . 334

Exercise 7.6 Adding More than Two Site Collection Administrators . . . . . . . . . . . . . . 336

Exercise 7.7 Assigning Unique Security to a Subsite . . . . . . . . . . . . . . . . . . . . . . . . . . 338

Exercise 7.8 Creating Unique Groups for a Subsite . . . . . . . . . . . . . . . . . . . . . . . . . . . . 340

Exercise 7.9 Assigning Unique Security to a List or Library . . . . . . . . . . . . . . . . . . . . . 342

Exercise 7.10 Assigning Unique Security to a Subsite . . . . . . . . . . . . . . . . . . . . . . . . . . 344

xviii Table of Exercises

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Exercise 7.11 Adding Users to the Top-Level Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 348

Exercise 7.12 Enabling Anonymous Access for a Web Application Zone . . . . . . . . . . . 355

Exercise 7.13 Setting Up Anonymous Access to a Site . . . . . . . . . . . . . . . . . . . . . . . . . . 355

Exercise 7.14 Setting Up Anonymous Access to a List . . . . . . . . . . . . . . . . . . . . . . . . . . 356

Exercise 8.1 Navigating to the Central Administration Page. . . . . . . . . . . . . . . . . . . . . 376

Exercise 8.2 Restoring a Deleted File from the Recycle Bin . . . . . . . . . . . . . . . . . . . . . 378

Exercise 8.3 Connecting to Another SharePoint Portal . . . . . . . . . . . . . . . . . . . . . . . . . 380

Exercise 8.4 Backing Up Using Backup and Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . 381

Exercise 8.5 Using the Central Administration Operations Backup and Restore GUI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 382

Exercise 8.6 Using the Stsadm backup Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 385

Exercise 8.7 Using the Stsadm restore Command . . . . . . . . . . . . . . . . . . . . . . . . . . . . 386

Exercise 8.8 Using the Stsadm migrateuser Command. . . . . . . . . . . . . . . . . . . . . . . . 386

Exercise 8.9 Using the Stsadm setadminport Command. . . . . . . . . . . . . . . . . . . . . . . 387

Exercise 9.1 Viewing a Master Page in SharePoint Designer 2007. . . . . . . . . . . . . . . . 403

Exercise 9.2 Customizing a Master Page Using SharePoint Designer 2007 . . . . . . . . 407

Exercise 9.3 Customizing a Web Part Page Using SharePoint Designer 2007 . . . . . . 411

Exercise 10.1 Add a Web Part to Your SharePoint Page . . . . . . . . . . . . . . . . . . . . . . . . . 434

Exercise 10.2 Remove a Web Part from Your SharePoint Page. . . . . . . . . . . . . . . . . . . . 435

Exercise 10.3 Move a Web Part to Another Web Part Zone. . . . . . . . . . . . . . . . . . . . . . . 438

Exercise 11.1 Creating a Site Collection Quota Template . . . . . . . . . . . . . . . . . . . . . . . . 449

Exercise 11.2 Creating Site Collections in a Content Database . . . . . . . . . . . . . . . . . . . 452

Exercise 11.3 Managing Database Quotas and Locks . . . . . . . . . . . . . . . . . . . . . . . . . . . 456

Exercise 11.4 Adding a Counter to Performance Monitor . . . . . . . . . . . . . . . . . . . . . . . . 459

Exercise 11.5 Creating a Counter Log . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 461

Exercise 11.6 Setting a Performance Counter Alert . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 463

Exercise 11.7 Configuring the IIS Logs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 474

Exercise 12.1 Running the Pre-upgrade Scan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 501

Exercise 12.2 Performing an In-Place Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 504

Exercise 12.3 Performing a Gradual Upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 506

Exercise 12.4 Performing a Database Migration Upgrade. . . . . . . . . . . . . . . . . . . . . . . . 511

Table of Exercises xix

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Introduction With the release of SQL Server 2005, Microsoft changed its certifi cation program to contain three primary series: Technology, Professional, and Architect. The Technology Series of certifi cations are intended to allow candidates to target specifi c technologies and are the basis for obtaining the Professional Series and Architect Series of certifi cations. The certifi cations contained within the Technology Series consist of one to three exams, focus on a specifi c technology, and do not include job - role skills. By contrast, the Professional Series of certifi cations focus on a job role and are not necessarily focused on a single technology, but rather a comprehensive set of skills for performing the job role being tested. The Architect Series of certifi cations offered by Microsoft are premier certifi cations that consist of passing a review board composed of previously certifi ed architects. To apply for the Architect Series of certifi cations, you must have a minimum of 10 years of industry experience.

When obtaining a Technology Series certifi cation, you are recognized as a Microsoft Certifi ed Technology Specialist (MCTS) on the specifi c technology or technologies that you have been tested on. The Professional Series certifi cations include Microsoft Certifi ed IT Professional (MCITP) and Microsoft Certifi ed Professional Developer (MCPD). Passing the review board for an Architect Series certifi cation will allow you to become a Microsoft Certifi ed Architect (MCA).

This book has been developed to give you the critical skills and knowledge you need to prepare for the exam requirement for obtaining the MCTS: Windows SharePoint Services 3.0, Confi guring (Exam 70 - 631).

The Microsoft Certified Professional Program

Since the inception of its certifi cation program, Microsoft has certifi ed more than 3 million people. As the computer network industry continues to increase in both size and complexity, this number is sure to grow — and the need for proven ability will also increase. Certifi cations can help companies verify the skills of prospective employees and contractors.

Microsoft has developed its Microsoft Certifi ed Professional (MCP) program to give you credentials that verify your ability to work with Microsoft products effectively and professionally. Several levels of certifi cation are available based on specifi c suites of exams. Microsoft has recently created a new generation of certifi cation programs:

Microsoft Certified Technology Specialist (MCTS) The MCTS can be considered the entry - level certifi cation for the new generation of Microsoft certifi cations. The MCTS cer-tifi cation program targets specifi c technologies instead of specifi c job roles. You must take and pass one to three exams.

Microsoft Certified IT Professional (MCITP) The MCITP certifi cation is a Professional Series certifi cation that tests network and systems administrators on job roles, rather than

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xxii Introduction

only on a specifi c technology. The MCITP generally consists of passing one to three exams, in addition to obtaining an MCTS - level certifi cation.

Microsoft Certified Professional Developer (MCPD) The MCPD certifi cation is a Profes-sional Series certifi cation for application developers. Similar to the MCITP, the MCPD is focused on a job role rather than on a single technology. The MCPD generally consists of passing one to three exams, in addition to obtaining an MCTS - level certifi cation.

Microsoft Certified Architect (MCA) The MCA is Microsoft ’ s premier certifi cation series. Obtaining the MCA requires a minimum of 10 years of experience and requires the candidate to pass a review board consisting of peer architects.

How Do You Become Certified on Windows SharePoint

Services 3.0?

Attaining a Microsoft certifi cation has always been a challenge. In the past, students have been able to acquire detailed exam information — even most of the exam questions — from online “ brain dumps ” and third - party “ cram ” books or software products. For the new generation of exams, this is simply not the case.

Microsoft has taken strong steps to protect the security and integrity of its new certifi cation tracks. Now prospective candidates must complete a course of study that develops detailed knowledge about a wide range of topics. It supplies them with the true skills needed, derived from working with the technology being tested.

The new generations of Microsoft certifi cation programs are heavily weighted toward hands - on skills and experience. It is recommended that candidates have troubleshooting skills acquired through hands - on experience and working knowledge.

Fortunately, if you are willing to dedicate the time and effort to learn Windows SharePoint Services 3.0, you can prepare yourself well for the exam by using the proper tools. By working through this book, you can successfully meet the exam requirements to pass the Windows SharePoint Services 3.0, Confi guring exam.

This book is part of a complete series of Microsoft certifi cation Study Guides, published by Sybex Inc., that together cover the new MCTS, MCITP, MCPD exams, as well as the core MCSA and MCSE operating system requirements. Please visit the Sybex website at www.sybex.com for complete program and product details.

MCTS Exam Requirements

Candidates for MCTS certifi cation on Windows SharePoint Services 3.0 – Confi guration must pass only the 70 - 631 exam. Many Other MCTS certifi cations may require up to three exams. For a more detailed description of the Microsoft certifi cation programs, including a list of all the exams, visit the Microsoft Learning Web site at www.microsoft.com/learning/mcp .

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Introduction xxiii

The Windows SharePoint Services 3.0, Configuring Exam

The Windows SharePoint Services 3.0, Confi guring exam covers concepts and skills related to deploying, confi guring, administering, and monitoring Windows SharePoint Services 3.0.

This exam captures the skills needed to implement and manage a Windows SharePoint Services 3.0 environment. Since Windows SharePoint Services 3.0 interacts with web and database services, you need to also have a basic understanding of these services to be an effective WSS 3.0 administrator. Each chapter of this book is based on specifi c objectives for the Windows SharePoint Services 3.0, Confi guring exam.

Microsoft provides exam objectives to give you a general overview of possible areas of coverage on the Microsoft exams. Keep in mind, however, that exam objectives are subject to change at any time without prior notice and at Microsoft ’ s sole discretion. Please visit the Microsoft Learning Web site ( www.microsoft.com/learning/mcp ) for the most current listing of exam objectives.

Types of Exam Questions

In an effort to both refi ne the testing process and protect the quality of its certifi cations, Microsoft has focused its newer certifi cation exams on real experience and hands - on profi ciency. There is a greater emphasis on your past working environments and responsibilities and less emphasis on how well you can memorize. In fact, Microsoft says that certifi cation candidates should have hands - on experience before attempting to pass any certifi cation exams.

Microsoft will accomplish its goal of protecting the exams ’ integrity by regularly adding and removing exam questions, limiting the number of questions that any individual sees in a beta exam, limiting the number of questions delivered to an individual by using adaptive testing, and adding new exam elements.

Exam questions may be in a variety of formats: depending on which exam you take, you ’ ll see multiple - choice questions, as well as select - and - place and prioritize - a - list questions. Simulations and case study – based formats are included as well. You may also fi nd yourself taking what ’ s called an adaptive format exam . Let ’ s take a look at the types of exam questions and examine the adaptive testing technique, so you ’ ll be prepared for all of the possibilities.

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xxiv Introduction

With the release of Windows 2000, Microsoft stopped providing a detailed score breakdown. This is mostly because of the various and complex ques-tion formats. Previously, each question focused on one objective. Recent exams, such as the Windows Server 2008 Active Directory exam, however, contain questions that may be tied to one or more objectives from one or more objective sets. Therefore, grading by objective is almost impossible. Also, Microsoft no longer offers a score. Now you will only be told if you pass or fail.

Multiple - Choice Questions

Multiple - choice questions come in two main forms. One is a straightforward question followed by several possible answers, of which one or more is correct. The other type of multiple - choice question is more complex and based on a specifi c scenario. The scenario may focus on several areas or objectives.

Select - and - Place Questions

Select - and - place exam questions involve graphical elements that you must manipulate to successfully answer the question. For example, you might see a diagram of a computer network, as shown in the following graphic taken from the select - and - place demo downloaded from Microsoft ’ s website.

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Introduction xxv

A typical diagram will show computers and other components next to boxes that contain the text “ Place here. ” The labels for the boxes represent various computer roles on a network, such as a print server and a fi le server. Based on information given for each computer, you are asked to select each label and place it in the correct box. You need to place all of the labels correctly. No credit is given for the question if you correctly label only some of the boxes.

In another select - and - place problem you might be asked to put a series of steps in order, by dragging items from boxes on the left to boxes on the right and placing them in the correct order. One other type requires that you drag an item from the left and place it under an item in a column on the right.

For more information on the various exam question types, go to www.microsoft.com/learning/mcpexams/policies/innovations.asp .

Simulations

Simulations are the kinds of questions that most closely represent actual situations and test the skills you use while working with Microsoft software interfaces. These exam questions include a mock interface on which you are asked to perform certain actions according to a given scenario. The simulated interfaces look nearly identical to what you see in the actual product, as shown in this example:

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xxvi Introduction

Because of the number of possible errors that can be made on simulations, be sure to consider the following recommendations from Microsoft:

Do not change any simulation settings that don ’ t pertain to the solution directly.

When related information has not been provided, assume that the default settings are used.

Make sure that your entries are spelled correctly.

Close all the simulation application windows after completing the set of tasks in the simulation.

The best way to prepare for simulation questions is to spend time working with the graphical interface of the product on which you will be tested.

Case Study – Based Questions

Case study – based questions fi rst appeared in the MCSD program. These questions present a scenario with a range of requirements. Based on the information provided, you answer a series of multiple - choice and select - and - place questions. The interface for case study – based questions has a number of tabs, each of which contains information about the scenario. At present, this type of question appears only in most of the Design exams.

Microsoft will regularly add and remove questions from the exams. This is called item seeding . It is part of the effort to make it more difficult for individuals to merely memorize exam questions that were passed along by previous test - takers.

Tips for Taking the MCTS: Windows SharePoint Services 3.0,

Configuring Exam

Here are some general tips for achieving success on your certifi cation exam:

Arrive early at the exam center so that you can relax and review your study materials. During this final review, you can look over tables and lists of exam - related information.

Read the questions carefully. Don ’ t be tempted to jump to an early conclusion. Make sure you know exactly what the question is asking.

Answer all questions. If you are unsure about a question, then mark it for review and come back to it at a later time.

On simulations, do not change settings that are not directly related to the question. Also, assume default settings if the question does not specify or imply which settings are used.

For questions you ’ re not sure about, use a process of elimination to get rid of the obviously incorrect answers first. This improves your odds of selecting the correct answer when you need to make an educated guess.

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Introduction xxvii

Exam Registration

You may take the Microsoft exams at any of more than 1,000 Authorized Prometric Testing Centers (APTCs) around the world. For the location of a testing center near you, call Prometric at 800 - 755 - EXAM (755 - 3926). Outside the United States and Canada, contact your local Prometric registration center.

Find out the number of the exam you want to take, and then register with the Prometric registration center nearest to you. At this point, you will be asked for advance payment for the exam. The exams are $125 each and you must take them within one year of payment. You can schedule exams up to six weeks in advance or as late as one working day prior to the date of the exam. You can cancel or reschedule your exam if you contact the center at least two working days prior to the exam. Same - day registration is available in some locations, subject to space availability. Where same - day registration is available, you must register a minimum of two hours before test time.

You may also register for your exams online at www.prometric.com .

When you schedule the exam, you will be provided with instructions regarding

appointment and cancellation procedures, ID requirements, and information about the testing center location. In addition, you will receive a registration and payment confi rmation letter from Prometric.

Microsoft requires certifi cation candidates to accept the terms of a nondisclosure agreement before taking certifi cation exams.

Who Should Read This Book? If you want to acquire a solid foundation in confi guring Windows SharePoint Services 3.0 and your goal is to prepare for the exam by learning how to use and manage the new operating system, this book is for you. You ’ ll fi nd clear explanations of the fundamental concepts you need to grasp and plenty of help to achieve the high level of professional competency you need to succeed in your chosen fi eld.

If you want to become certifi ed as an MCTS, this book is defi nitely for you. However, if you just want to attempt to pass the exam without really understanding Windows SharePoint Services 3.0, this Study Guide is not for you. It is written for people who want to acquire hands - on skills and in - depth knowledge of confi guring WSS 3.0.

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xxviii Introduction

What ’ s in the Book? What makes a Sybex Study Guide the book of choice for hundreds of thousands of MCTSs? We take into account not only what you need to know to pass the exam, but what you need to know to take what you ’ ve learned and apply it in the real world. Each book contains the following:

Objective - by - Objective Coverage of the Topics You Need to Know Each chapter lists the objectives covered in that chapter.

The topics covered in this Study Guide map directly to Microsoft ’ s official exam objectives. Each exam objective is covered completely.

Assessment Test Directly following this introduction is an Assessment Test that you should take. It is designed to help you determine how much you already know about Win-dows SharePoint Services 3.0. Each question is tied to a topic discussed in the book. Using the results of the Assessment Test, you can fi gure out the areas where you need to focus your study. Of course, we do recommend you read the entire book.

Exam Essentials To highlight what you learn, you ’ ll fi nd a list of Exam Essentials at the end of each chapter. The Exam Essentials section briefl y highlights the topics that need your particular attention as you prepare for the exam.

Glossary Throughout each chapter, you will be introduced to important terms and con-cepts that you will need to know for the exam. These terms appear in italic within the chapters, and at the end of the book, a detailed Glossary gives defi nitions for these terms, as well as other general terms you should know.

Review Questions, Complete with Detailed Explanations Each chapter is followed by a set of Review Questions that test what you learned in the chapter. The questions are writ-ten with the exam in mind, meaning that they are designed to have the same look and feel as what you ’ ll see on the exam. Question types are just like the exam, including multiple choice, exhibits, and select - and - place.

Hands - on Exercises In each chapter you ’ ll fi nd exercises designed to give you the impor-tant hands - on experience that is critical for your exam preparation. The exercises support the topics of the chapter, and they walk you through the steps necessary to perform a particular function.

Real World Scenarios Because reading a book isn ’ t enough for you to learn how to apply these topics in your everyday duties, we have provided Real World Scenarios in special side-bars. These explain when and why a particular solution would make sense, in a working environment you ’ d actually encounter.

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