Office Share Point Server 2007 Product Guide

June 2008

Guide for Microsoft Office SharePoint

Server 2007

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

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.

http://office.microsoft.com/en-us/default.aspx

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

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

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

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.


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

New

Preconfigured site templates are included for quickly creating,

customizing, deploying, and managing divisional portals, organization-

wide intranet portal sites, and corporate Internet presence Web sites.

Site Manager

New

Site Manager, which replaces the Portal Site Map administration page,

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

Sites

Enhanced

My Site personal sites has several significant enhancements including:

Social networking

Privacy controls

SharePoint Sites and Documents roll-up Web Parts

Colleagues and Memberships Web Parts



Social Networking

New

Office SharePoint Server 2007 has additional functionality that makes

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

Enhanced

Privacy Controls are used to control visibility of information in a My

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

Documents Roll-up

Web Part

New

The new SharePoint Sites roll-up Web Part lists all the SharePoint sites

that you are a member of.

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

Memberships Web

Parts

New

The new Colleagues and Memberships Web Parts lists people you

know, or who have interests in common with you, and people who

belong to common distribution lists and groups.

Site Directory

Enhanced

An important new Site Directory feature is the ―Scan for Broken Links‖

button that locates changed or deleted links to external content.



Real-Time Presence

and Communication

Enhanced

The Real-Time Presence Smart Tag icon, displayed virtually

everywhere a person’s name appears in Office SharePoint Server

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

Enhanced

Office SharePoint Server 2007 enhances several Notification Service

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

Authentication

Provider

New

Office SharePoint Server 2007 includes an LDAP pluggable provider for

authenticating users of Office SharePoint Server 2007. This is in

addition to the Active Directory provider included with Windows

SharePoint Services.

User Profiles

Enhanced

User profiles are significantly enhanced with these updated features:

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

Enhanced

The Profile Store is enhanced with:

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

Synchronization

Enhanced

Profile Synchronization supports the extended capabilities of the

Profile Store with enhanced scalability and performance.

Profile Directory

Import

Enhanced

Profile Directory Import supports the extended capabilities of the

Profile Store with enhanced scalability and performance.

Audience Targeting

Enhanced

Web Part pages, Web Parts, and content can be targeted to

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

Support

New

By default, all Office SharePoint portal, team site, and list pages

render on both International and North American mobile devices

(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

Workflow

Enhanced

Business document processing is a series of workflow applications

included with Office SharePoint Server 2007:

Document review

Document approval

Signature collection

East Asian document approval

Issue tracking

Custom routing for review and approval

Document

Management Site

Templates

New

Office SharePoint Server 2007 includes enhanced document

management site templates that can be used right away without

further customization:

Managed Document Library site template

Divisional Library site template

Translation Library site template

Managed Document

Library Site Template

New

Managed document libraries are large-scale document management

sites capable of storing the documents for an entire organization.

With managed document libraries, all business units can organize and

categorize information consistently.

Divisional Library Site

Template

New

The key features of the Divisional Library site template include:

Managed document libraries

Dashboards, KPIs, and other reporting

Translation Library

Site Template

New

The Translation Library site template is valuable for multinational and

public-sector organizations that need to translate documents into

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

system Client

Application

Integration

Enhanced

Office SharePoint Server 2007 has significantly enhanced document

management and related workflow features, including:

Document Information Panel

Document Action Bar

Document

Information Panel

New

The Document Information Panel makes editing document properties

an integral part of the Microsoft Office system document authoring

experience. InfoPanel encourages users to enter and update the

properties associated with each type of business document.

Document Action Bar

New

The Document Action Bar in the 2007 Microsoft Office system client

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

New

The Policy and Auditing features of Office SharePoint Server 2007

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

New

The core of the records management implementation in Office

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

Records

New

Office SharePoint Server 2007 records management features include

the ability for providing consistent, policy-based solutions for

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

New

Working in conjunction with Exchange Server 2007, managed mail

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

Policies

New

Behind each managed mail folder is a set of rules and mail

management policies, in addition to a written policy statement.

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

Enhanced

Building on the Site Model platform services in Windows

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

Template

New

Enterprise portals provide a means for a business unit to create

and share content that is relevant to the ongoing operation of

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

Presence Site Template

New

Having a high-quality corporate presence Web site has become

a business imperative. It provides a means of communicating

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

Template

New

Application portals are SharePoint sites that bring together all of

the tools and information related to a particular LOB application

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

New

Roll-up portals are used to consolidate data and content from

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

Enhanced

Web content management includes tools, workflows, and

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

Deployment

Enhanced

The goal of the Web content publishing and deployment

features of Office SharePoint Server 2007 is to support

environments where distinct authoring, staging, and production

workflows are part of the formal Web publishing processes.

WYSIWYG Web Content

Editor

Enhanced

The Web-based authoring experience extends the SharePoint

user interface with additional commands and status indicators

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

Experience

New

While Windows SharePoint Services 2.0 and Microsoft Office SharePoint

Portal Server 2003 used common Microsoft Search technology, users

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

Enhanced Microsoft Search includes a revamped ranking engine developed in

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

User Experience

Enhanced

Microsoft Search provides a significantly enhanced user experience

including the following:

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

Enhanced

Microsoft Search permits many additional types of enterprise content and

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

Expertise

Searching

Enhanced

Support for searching for people and what they know has been

significantly enhanced. These features include:

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

Search

New

The Business Data Search feature of Office SharePoint Server 2007 makes

it easy to index and search any relational database or other information

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

Manageability

Enhanced

Microsoft Search includes an expanded and improved administration user

interface that makes the following possible:

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

Management

Enhanced

Improved Indexing Management controls provide better control over what

is to be indexed, how it is to be indexed, and when. These features include:

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

New

Content Scopes help users broaden or narrow the scope of their content

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

Programmability

Enhanced

Microsoft Search includes three categories of application programming

interfaces (APIs):

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

Technology and

Infrastructure:

Desktop to Server

Enhanced

Microsoft Search provides a single indexing and search infrastructure that

effectively scales from the desktop, through team sites and divisional

portal sites, to the largest corporate intranets, extranets, and Internet

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

Standards

Enhanced

Forms created with Microsoft Office InfoPath® 2007 are based on

XML schemas that you define to control the structure of the data

captured by the form. A completed form is an XML file that

complies with that structure, making it highly actionable.

Browser-based Forms

New

Microsoft Office Forms Server 2007 makes it possible to design

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”

Development Model

New

Forms designers can design their forms once and deploy them for

use both within the rich Office InfoPath 2007 client program and

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

New

The designer in Office InfoPath 2007 provides an easy way to

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”

Form Features

Enhanced

The designer in Office InfoPath 2007 helps forms designers define

validation, calculations, conditional formatting, and rules

declaratively, without having to write any code.



Integrated Deployment

Model for “No-code”

Forms

New

The Publish Wizard in Office InfoPath 2007 makes it easy to

publish forms that do not have any managed code components to

a Windows SharePoint Services library, while making the form

available as a browser-based form at the same time.

Native Support for Web

Services and Customer-

defined Schemas

Enhanced

Native support for Web services and customer-defined XML

schemas in Office Forms Server 2007 makes it easy to integrate

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

Enhanced

Forms designed with Office InfoPath 2007 support multiple views,

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

New

The Compatibility Checker helps forms designers validate those

features that need to work across the broadest range of Web

browsers.

Rich Administrative Tool

for Forms Deployment

and Management

New

For forms that have managed code, Office Forms Server 2007

provides a centralized administrative tool for deploying and

managing forms for use in the browser.

Single Sign-On (SSO)

Enhanced

The single sign-on feature permits a person to enter one name

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

Spreadsheets

New

Office Excel 2007 Services help information workers publish

spreadsheets to SharePoint sites, including spreadsheets that

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

Publishing

New

Office Excel 2007 provides an integrated publishing experience

that helps information workers easily choose what they want to

show and how users can interact with their published

spreadsheets.

Programmatic Access to

Published Spreadsheets

New

Excel Services provide a Web services model for

programmatically accessing published spreadsheets. Custom

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

New

Data Connection Libraries are new SharePoint document libraries

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

New

The Business Data Catalog makes it possible to include data from

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

Lists and Web Parts

New

Business Data SharePoint Lists and Web Parts store, analyze, and

display LOB application data retrieved through the Business Data

Catalog.

Business Data Actions

New

Business Data Actions are links that appear beside business

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

New

Data Connection Libraries centralize storage of Business Data

Catalog connections to external data making it easy to discover

new sources of data.

Dashboards

New

Office SharePoint Server 2007 makes it easy to create rich BI

dashboards that incorporate dynamic KPIs, Office Excel 2007

workbooks, and Microsoft SQL™ Server Reporting Services

reports.


Report Center Web Sites

New

Office SharePoint Server 2007 includes out-of-the-box Web sites

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

Management

New

Excel Services Management is a centralized management service

for configuring and managing Excel Services used by other

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/

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

http://www.microsoft.com/downloads/details.aspx?familyid=6D94E307-67D9-41AC-B2D6-0074D6286FA9&displaylang=en

http://www.microsoft.com/downloads/details.aspx?familyid=6D94E307-67D9-41AC-B2D6-0074D6286FA9&displaylang=en

http://www.microsoft.com/downloads/details.aspx?familyid=05e0dd12-8394-402b-8936-a07fe8afaffd&displaylang=en

http://www.microsoft.com/downloads/details.aspx?familyid=05e0dd12-8394-402b-8936-a07fe8afaffd&displaylang=en



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/.



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



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 Configuration Management SMF

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 Configuration Management SMF

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

Configuration Management SMF

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


Reporting The collection, production, and distribution of information about IT services. Reference: Service Monitoring and Control SMF

Request for Change (RFC) A formal change request, including a description of the change, components affected, business need, cost estimates, risk assessment, resource requirements, and approval status. Reference: Change and Configuration Management SMF

Resolution completion The point in the control process where manual/automatic action has been taken and all recording and incident management have been completed. Reference: Service Monitoring and Control SMF

Return on investment (ROI) The ratio of money gained or lost on an investment relative to the amount of money invested. The ROI is used to evaluate which projects to pursue, and to manage benefit projections during a project to ensure that realized benefits will be close to the predicted benefits. Reference: Financial Management SMF

RFC See Request for Change.

Risk

The possibility of adverse effects on business or IT objectives. Risk is measured in terms of impact and likelihood. Reference: Governance, Risk, and Compliance SMF

Risk assessment A systematic method to identify the assets of an information-processing system, the threats to those assets, and the vulnerability of the system to those threats. In the context of regulatory compliance, risk assessment is the process of assessing the level of compliance and compliance inadequacies within an organization. Reference: Governance, Risk, and Compliance SMF

Risk management An organization’s efforts to address risk in the IT environment. Reference: Governance, Risk, and Compliance SMF

Risk value A part of the RFC that captures the assessments of risk for a change. Reference: Change and Configuration Management SMF

Role A set of responsibilities in an IT organization. Depending on the effort required and the size of the organization, a single person might perform a single role or multiple roles, or a single role might be performed by multiple persons. Reference: Team SMF

Role type

A generic variation of the term role, used to indicate that a particular role might be similar and serve roughly the same purposes in different IT organizations, but be called by different names. Reference: Team SMF

Root cause

The specific reason that most directly contributes to the occurrence of a service or system error. Reference: Problem Management SMF

Rule A predetermined policy that describes the provider (the source of data), the criteria used to

identify a matching condition, and the response (the execution of an action). Reference: Service Monitoring and Control SMF


Scope A view of the project’s vision limited by constraints such as time and resources. Solution scope describes a solution’s features and deliverables. Project scope describes the work to be performed by the team. References: Build SMF, Envision SMF, Project Plan SMF

Scope Complete Milestone The milestone that occurs at the end of the IT lifecycle Deliver Phase when all features are complete and the solution is ready for external testing and stabilization. This milestone gives customers and users, operations and support personnel, and key project stakeholders an

opportunity to evaluate the solution and identify any remaining issues that need to be addressed before beginning the transition to stabilization and ultimately to release. Reference: Build SMF

Service A collection of features and functions that enable a business process. Reference: Customer Service SMF

Service catalog A comprehensive list of IT services, including priorities of the business and corresponding SLAs. Reference: Business/IT Alignment SMF

Service Desk

A functional team within Customer Service that customers can engage directly when they have concerns or questions about IT services. Reference: Customer Service SMF

Service Fulfillment request A Service Desk request to gain access to additional features or services offered through the IT Service Catalog. Reference: Customer Service SMF

Service level agreement (SLA) A written agreement documenting the required levels of service. The SLA is agreed on by the IT service provider and the business, or by the IT service provider and a third-party provider. SLAs should list the metrics and measures that both sides use to define success. Reference:

Business/IT Alignment SMF

Service Level Management The process of defining and managing performance through monitoring, reporting, and reviewing the required, agreed-upon level of service. Reference: Business/IT Alignment SMF

Service management function (SMF) A core part of MOF that provides operational guidance for Microsoft technologies employed in computing environments for information technology applications. SMFs help organizations to achieve mission-critical system reliability, availability, supportability, and manageability of IT solutions. Reference: MOF Overview

Service map A representation of a service from the perspective of the business and user that shows critical dependencies, settings, and areas of responsibility. Reference: Change and Configuration Management SMF

Service portfolio An internal repository that defines IT services and categorizes them as currently in service, in queue to be developed, or in queue to be decommissioned. All services identify the business processes or function they support. Reference: Business/IT Alignment SMF

Service window The span of time during which maintenance of an IT service can be completed without affecting

the availability specified in the SLA. Reference: Operations Management SMF

Solution


A coordinated delivery of technologies, documentation, training, and support designed to successfully respond to a unique customer’s business problem. Solutions typically combine people, processes, and technology to solve problems. References: Build SMF, Envision SMF, Project Plan SMF

Stakeholders Individuals or groups with an interest in the outcome of a project—although their goals and priorities are not always identical to the customer’s. Examples of stakeholders include departmental managers who will be affected by the solution, IT staff who are responsible for

running and supporting the solution, and functional managers who contribute resources to the project team. References: Build SMF, Deploy SMF, Envision SMF, Project Plan SMF

Team A group of people linked with a common purpose, generally for conducting complex tasks that have interdependent subtasks. Reference: Team SMF

Team of peers A concept related mostly to project teams, where each role on the project team owns a quality goal for success. In effect, the roles on the team are interdependent peers of one another. Reference: Team SMF

Test role The goal of Test is to make sure that all issues are known and addressed prior to releasing the product. An issue is anything that prevents the product from meeting its requirements. This could be a fault in the code that development writes, otherwise known as a bug, a deviation in the specification that program management owns, or a defect with the documentation that user education produces. Reference: Build SMF

Threshold/criteria A configurable value above which something is true and below which it is not. Reference: Service Monitoring and Control SMF

Total cost of ownership (TCO) The total cost of an item over its useful lifetime. TCO analysis attempts to include all of the direct and indirect costs of an item. TCO takes into account not only the purchase price, but also implementation and training costs, management costs, and support costs. Reference: Financial Management SMF

Triage The process of prioritizing and rationalizing bugs and issues with the solution. Priorities assigned to the bugs indicate how critical it is to fix them. Rationalizing is the process of determining the severity of a bug and whether the bug must be fixed for the current release. Reference: Stabilize SMF

Underpinning contract (UC) A legally binding contract in place of or in addition to an SLA. This is a contract with a third-party service provider on which service deliverables for the SLA have been built. Reference: Business/IT Alignment SMF

Unit testing The testing of individual solution components. Reference: Stabilize SMF

Use case Description of an individual task performed in a use scenario. References: Build SMF, Project Plan SMF

Use scenario Description of a particular activity that a user tries to accomplish, such as processing a transaction or checking e-mail. References: Build SMF, Project Plan SMF


User Experience role

The User Experience role focuses on enhancing user performance so that users are as productive as possible with the product. To accomplish this, user education acts as the advocate for the end user of the product, much like product management acts as the customer advocate to the team. Reference: Build SMF

Users The people who interact with a solution to perform their jobs. References: Build SMF, Deploy SMF,

Envision SMF, Project Plan SMF

Value realization The identification of target benefits, their definition, monitoring, and realization as a result of a business change. Reference: Financial Management SMF

Virtual team A group of individuals who work across time, space, and organizational boundaries with links strengthened by webs of communication technology. Both dedicated and project teams can be virtual. Reference: Team SMF

Vision

The description of the fundamental goals of a solution. References: Build SMF, Envision SMF, Project Plan SMF

Vision/scope document A document created by the project team defines an unlimited view of the solution and identifies the parts of the vision that a project team can accomplish within its constraints. References: Envision SMF

Work instruction Prescriptive guidance that precisely describes how a specific work activity should be completed. Reference: Operations Management SMF

Zero bug bounce

The point at which Development has no open bugs to fix. Although it is highly likely that Test will report additional bugs in the future, zero bug bounce is the first indication that the process of stabilizing of a solution is nearing an end. Reference: Stabilize SMF


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