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SharePoint 2007 Administration Configuration

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Version History
REVISION CHART Version
0.75 1.00 2.0

Author(s)
Scott Ellis Scott Ellis Pankaj Mathur

Description of Version
First Version Design Review Version Updates and changes for training use

Date Completed
8/28/2008 9/4/2009 3/5/2010

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Table of Contents
1 1.1 CENTRAL ADMINISTRATION: OPERATIONS ............................................................................................ 9 TOPOLOGY AND SERVICES.................................................................................................................... 9 1.1.1 Servers in farm ............................................................................................................................. 9 1.1.2 Services on server .......................................................................................................................10 1.1.2.1 Services Configuration ............................................................................................................... 11 1.1.2.1.1 Configure the Document Conversion Load Balancer Service .................................................. 11 1.1.2.1.2 Office SharePoint Server Search Service ................................................................................. 11 1.1.2.1.3 Windows SharePoint Services Help Search .............................................................................13 1.1.3 Outgoing e-mail settings ............................................................................................................14 1.1.4 Incoming e-mail settings ............................................................................................................14 1.1.5 Approve/reject distribution groups ............................................................................................15 1.2 SECURITY CONFIGURATION .................................................................................................................15 Service accounts .........................................................................................................................15 Information Rights Management ...............................................................................................16 Antivirus ......................................................................................................................................16 Blocked file types ........................................................................................................................16 Update farm administrator’s group............................................................................................17 Information Management Policy Configuration .........................................................................17 Manage settings for single sign-on ............................................................................................17

1.2.1 1.2.2 1.2.3 1.2.4 1.2.5 1.2.6 1.2.7 1.3

LOGGING AND REPORTING .................................................................................................................18 Diagnostic logging ......................................................................................................................18 Usage analysis processing ..........................................................................................................19 Information management policy usage reports .........................................................................19

1.3.1 1.3.2 1.3.3 1.4

UPGRADING AND MIGRATION ............................................................................................................20 Microsoft Content Management Server Migration ....................................................................20 Enable Enterprise Features .........................................................................................................20 Enable Enterprise Features .........................................................................................................20 Convert License Type ..................................................................................................................21

1.4.1 1.4.2 1.4.3 1.4.4 1.5

GLOBAL CONFIGURATION ...................................................................................................................21 Timer job status ..........................................................................................................................21 Timer job definitions ...................................................................................................................21 Master site directory settings .....................................................................................................22 Site directory links scan ..............................................................................................................22 Alternate access mappings .........................................................................................................22 Manage farm features................................................................................................................23 Quiesce farm ...............................................................................................................................23 Solutions management ...............................................................................................................23

1.5.1 1.5.2 1.5.3 1.5.4 1.5.5 1.5.6 1.5.7 1.5.8 1.6

BACKUP AND RESTORE ........................................................................................................................23 Perform a backup .......................................................................................................................23 Backup and restore history .........................................................................................................24 Restore from backup ...................................................................................................................24 Backup and restore job status ....................................................................................................24

1.6.1 1.6.2 1.6.3 1.6.4

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.....................................7..............................................1 2..................................................................................................2 SHAREPOINT SITE MANAGEMENT ...............................................................3 2........8.44 2....................................36 Manage Web application features ............................5...............................1 2............44 Manage the Web services proxy ............................................29 SHAREPOINT WEB APPLICATION MANAGEMENT ..............................................................................................1.......4 2.......................................1..........................2...........1....32 Define managed paths .............................................................................................................41 Manage form templates ............................................................................................40 Site collection list .......6 2................................................28 2 2..................................................................3......4 2...........................................43 Manage data connection files ........25 Default database server .........9 2.......................................2.1 New SSP .................................................33 Content databases ..............................................................42 Upload form template ........................4...............1.......1..5 2............3 Content deployment object status .7 2...............................................................................................1.27 1..................................45 2.....................................3 2...........33 Web application general settings ......................1...............7..........2..........................3 EXTERNAL SERVICE CONNECTIONS ...................1 2..4 INFOPATH FORMS SERVICES ...................................................................................................40 Document conversions .................1 CENTRAL ADMINISTRATION: APPLICATION MANAGEMENT ......................2 1......1..29 Create Web application .............................39 Site collection quotas and locks ...............................................................8 CONTENT DEPLOYMENT ......................2................................................40 2.....................................................40 Records Center ..............................................1 Content deployment paths and jobs ......................................................................37 Create site collection .................................................................................................................1 2............................................................................1 1.29 Extending Web Application .................8.............25 1..............5 2......................3 2.....................................................36 Web application list ...............................................................................................................................................................37 Delete site collection ...........................................1 New Path ....4.........................................................2 2..................................................................................................................4 2........................................42 Configure InfoPath Forms Services ...............1............................44 2.................................................................................................................................................................................25 Data Retrieval Service .......2...............1................................4..1..................2 2......................3..................3 2.................31 Remove SharePoint from IIS Web site ................................................................................44 2............29 Create or extend Web application .....36 2...............................................................2 Content deployment settings ........................................................1.............................................1 Create or configure this farm’s shared services ......................39 Site collection administrators ....26 1..............2.....................................35 Add Content Database................................................................47 Aivea Proprietary Information ................2 Grant or configure shared services between farms ...........1..............................................................................................8.....40 HTML viewer .2 2...........................................41 2...................................................2..5 OFFICE SHAREPOINT SERVER SHARED SERVICES ..........................................................................3................7........38 Quota templates ...................1 2......26 1........................................................................38 Site use confirmation and deletion ...............1....................................2 2.............................1...............2 2......................................6 2...............1 2.5 2...................................................1.....................................................................7 2..............................................................................1..............................4..............................8...........26 1........................8 2....................7 DATA CONFIGURATION .......................................32 Delete Web application .....5......5...........33 Web application outgoing e-mail settings ........................................................................................................4........................................................................................................................................................................................

...............................................6..............6...........................6..............1.........6 Check services enabled in this farm ...............................50 Policy for Web application .......3 Shared Service Providers with Search Enabled ......................................................................................................................................63 3.......................................................................................................1.................................1........1 Add profile property ...........................................................62 3...........................1 Edit Policy ...............................................1 Farm-level search settings .....................................................2 2.................................8...........................5 Published links to Office client applications ...............................................................................................2...................57 3.....................................7.........................................1.................63 3.........1........2 Crawler impact rules ........1....5 Managing Farm’s Share Services .....................................................................60 3..............................................68 3.................................................................1.............7.......1........55 2...........................1..........................2..............................................4.53 2.....4 Configure profile import ...........2....3 My Site Settings .........................................2 User Profile Properties .......4.............2........................1.........................................................1.64 3............................62 3.......................64 3..............................7......5........................7 SEARCH ..................1 Refresh ..1............................1 Manage search service .......................2...................................................................1...2...................63 3.......................2 3...........52 2............................2........7........................................2..............57 Change Default SSP ...1 Farm-Level Search Service .................................................................................8 View import log ..........1..............2...................................................................................2...65 3.....1.........1......................2..............................1....................56 2................................6.54 2............4 3.6.....1 User profiles and properties .....7.........................1 2..1.........................................................8 WORKFLOW MANAGEMENT .............2...................................2............................................2........................................................................................................70 Aivea Proprietary Information ...............1..............................................................................................3 3..................................................................................................56 Workflow Settings ...48 Self-service site management .......................1........1......................................................................................................................5.......................................................................................57 Creating a New SSP ......................................2.........1................................2.................................2....................66 3...3 View user profiles ....5 Start full import ...........2 Profile services policies ..1......................................1...............................52 Authentication providers .....2......................................................................................................................1...........................................................................6....................63 3........................................4 2........1 Add Rule ..........7..............2...........2.................................................1 2........................................4 Trusted My Site Host Locations ...............2.................................................................................................................1 3..........................1.........68 3...............................................1................67 3....53 2.....................................2 2....................65 3..60 Change Associations ............................................2 View profile properties ....................53 2..............................7...............2 Add user profile ................48 User permissions for Web application .....2 SHARED SERVICES ADMINISTRATION: MAIN SCREEN ..........1...................................................................................................47 Configure session state .............................................................................................................4 2............................................................................................1.............................53 2.......65 3...2 Query and Index Servers ...........70 3............................................................55 2........................1.............1......47 APPLICATION SECURITY .........................................................................................................................................................................................................54 2....3 2.......................................................................2.......6.........3 2.....51 Creation Unique Permission Levels ...............................................68 3..........1...........1 User Profiles and My Sites ....5.....................65 3...................................................2..51 Add Users ................1...........................52 Changing Web application authentication ....................5 2........................................................................................6 Start incremental import ..............6......................60 Restore SSP ......................................1 2......48 Security for Web Part pages .......7 View import connections ...................1 3 SHARED SERVICES ADMINISTRATION ..............................................................1.....

...........96 3...........................72 3.................................1.......................73 3.............2.....1.......4...2....................................3...........................................................3 Personalization site links .........................................................................78 3....................1...............................................80 3.....................................................2 View Audiences ........................................1....4 File Types ..........82 3...................1........................................1 Search Queries ...............................85 3..............................................3..........................1................................1.................6 OFFICE SHAREPOINT USAGE REPORTING ..............................................................97 3.........................................................................................2.......................................3..100 3.................3........................................3 Aivea Proprietary Information .................................................1 Add Audience Rule .............82 3.....3..........................76 3.......................2.............1 Crawl Settings .........3.............1................2..............83 3.............88 Edit Excel Services Settings ..........79 3..1...........1 Create Scope ............................6 Default Content Access Account .....................................1.......1.................................................................................3 Manage Crawl Rules ......3 Start Compilation.........3...........................................................1...........................3......77 3...3..........................6 3....................................................1...............................................1......................7 Metadata Property Mappings ...................................................................................5 Crawl Log ............................1......3.................................................86 3.....3...............................................................................................................2.....................4 3................7...........3 3.............................................71 SEARCH .........1............................82 3.............7.....................................................................1 Content sources and crawl schedules ........2...........72 3......................3.................5.......................................................71 Personalization services permissions ...1...4..................................................................84 3..93 3.1.................7........5........1.4................79 3............................................1..........83 3............................10 Search Result Removal .............................1.......................................3 Authoritative Pages ..........1.....Managing ...............................1..................97 Usage Reporting ........................................3..............................................7 3........................................2 Search Results...............................6..........5....................1........................................3........................97 3..................................94 3........................................................72 3.......................................................1 Specify a new Authoritative Pages ............................11 Reset Crawled Content ..............98 View applications...........92 Excel Services User-Defined Functions .................................79 3................................................................................................1............................................87 3.......85 3......................1 Create Audience......1...............2 Scopes ........1........3................2 Update Scopes/Updating .............................................2 3.................72 3................................................3.4................................................................................1 3......................5..........................1 View Audience Properties .....................................2.........................................................................3.......96 3..............................1 Search settings........4 EXCEL SERVICES SETTINGS ............................................1 Add Crawl Rule ..............................2 3............................................................................................................1..................3.3...................100 View Entities ...........1 New Managed Property .........................................2...............................................................................................................7 BUSINESS DATA CATALOG ...1 3.......................................2 Search usage reports ...........................................................................................................84 3.......3..........................................................1...........5 3....4.3........................95 3.....3........................8 Metadata Property Mappings ..........3...................................5........................5 AUDIENCES ...........................82 3.............................2 New Content Source ...............94 3.......................................................................................3............1 3...........98 Import application definition ..............................................83 3..........................3..........................................................1 View/ Create Scopes .................................................................................................92 Excel Services Trusted Data Providers ....7......90 Excel Services Trusted Data Connection Libraries .....................................................................................90 Adding Trusted File Location ...........................................................................1....................................1........1..........88 Excel Services Trusted File Locations ......1..............3...........................1.1.............................................3.........9 Search-based Alerts .............................1 3........4.......................................................................................

................102 3..................................................................5 Add Users/Groups...........................................1 Entity Information ....8....................................7.............8 Edit Profile page template .2 Customize _BusinessDataProfileTemplate....................7.102 3...........3............................................................................aspx before importing the application definition .............................104 3...................3.............3..7.......101 3........................103 3....6 Copy all permissions to descendants ...........................1 Customize _BusinessDataProfileTemplate..................103 3................................................................................................................8................104 Aivea Proprietary Information .....................................7.....4 Business Data Catalog permissions ........7...aspx after importing the application definition ......2 Actions to Add or Edit Entity ........................102 3.....

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such as changing the server farm topology.1 Central Administration: Operations The Operations are of the Central Administration windows is designed to provide a location for the Farm Administrator to manage the server or server farm. Aivea Proprietary Information . 1.1 Servers in farm This option lists the following information: o o o Version of the farm Configuration database server name Configuration database name In addition is provides a list of each server on the farm. and the option to Remove Server from the farm at any time.1 Topology and Services The Topology and Services section of the Operation Area focuses on defining the servers in the farm. There are 5 configuration choices within the Topology and Services area:      Servers in farm Services on server Outgoing e-mail settings Incoming e-mail settings Approve/reject distribution groups 1. the services associated to the servers.1. along with Services Running. specifying which services are running on each server. This section will cover the recommended settings for the Operations Area. along with e-mail communication settings. versions on the server. and changing settings that affect multiple servers or applications.

A stand along Index server should only run one service to ensure optimal performance: o Office SharePoint Server Search Aivea Proprietary Information . Roles available by default are: o o o o o Single Server or Web Server for small server farms All services run on this server Web Server for medium server farms Web application and Search Query services run on this server Search Indexing Search Indexing service runs on this server Excel Calculation Excel Calculation service runs on this server Custom Services you choose run on this server We recommend the following configurations for your servers.1.1. For each Web Server the following services should be enabled.2 Services on server This option gives the administrator the option to review the services running on each server in the farm. Recommended that you configure your Web Servers and Index Servers at this step to retain the roles they are planned to be supporting. These services will support optimal load balancing: o o o o o o o Document Conversions Launcher Service Document Conversions Load Balancer Service Excel Calculation Services Office SharePoint Server Search Windows SharePoint Services Help Search Windows SharePoint Services Incoming E-Mail Windows SharePoint Services Web Application The implementation of an Index Server as a stand alone server is recommended to be implemented.

com Farm Search Service Account The search service will run using this account. E-mail Address: Example: someone@example. Selecting Server This option allows you to select the specific server you want to target.1 Configure the Document Conversion Load Balancer Service You can configure the Document Conversions Load Balancer Service on a stand-alone server or on one server in a farm. it points to a load balancer server that distributes the work. or 8093 1. Query and Indexing Use this option to specify if you want to use this server for search queries or indexing or both.2. then the HTTPS option should be applied here.2. You will check each option depending on if this function is being performed: Use this server for indexing content  Use this server for serving search queries  Contact E-mail Address Specify an e-mail address that external site administrators can contact if problems arise when their site is being crawled. 8092.1. It is recommended you use a port such as: 8091.1. Setting or changing this account affects all index and query servers in the server farm.1. Communication Scheme Specify the scheme that the Load Balancer will use for communication.1.1 Services Configuration 1. There is 6 areas to configure.1. Port Number Specify the port number the Load Balancer will use for communication. This should match the scheme in the configuration xml file for the load balancer service.2 Office SharePoint Server Search Service Each server running the Search Service should be configured independently.1. It is recommended that you use the default HTTP. When you configure the load balancer service. This setting applies to all servers in the farm.2. Aivea Proprietary Information . If you are planning to apply certificates.

Use information about the local server load to select the appropriate indexer performance level.0\Data\Office Server\Applications Indexer Performance Indexing information can place a large load on the local SQL Server database and might slow down the responsiveness of the local SharePoint sites. Otherwise. select no dedicated web front end for crawling.exe -o editssp. reducing the maximum allowed indexing activity will slow down the speed at which items are indexed. Username: Example: SearchAdmin Index Server Default File Location The search index will be located at this path by default on this server. Examples of built-in accounts are Local Service and Network Service.The farm search service account must not be a built-in account for security reasons and for it to access the database and content index. and therefore might cause search results to be outdated. you can specify a different path when you create a Shared Services Provider. This should be a unique account created specifically to support the Search Configuration and not an administrative account created to manage the farm. Crawling through a dedicated web front end will reduce the impact of crawling on the other web front ends in the farm. If your index server is not running other shared services. For index servers. and Maximum. it is recommended to enable the web front end role on this computer and use it as the dedicated web front end for crawling. Partly reduced. Web Front End And Crawling Use this option to specify a dedicated web front end for crawling. However. To change this index file location for an existing Shared Services Provider. these services may not work as expected. use the command stsadm. Default index file location: Example: C:\Program Files\Microsoft Office Servers\12. The three options provided are: Reduced.   Use all web front end computers for crawling Use a dedicated web front end computer for crawling Aivea Proprietary Information . It is recommended to use the Partly Reduced option. If your index server is also running the Excel Calculation service or other shared services.

giving it read-only access to all content. Aivea Proprietary Information . do not use an administrator account. then based on both performance and need change this schedule to optimize based on availability of new content and impact of performance on the Index servers. passwords. and any other information will be sent in clear text.1. and do not use accounts that can modify content. The search service account must not be a built-in account in order to access the database. User names. To use SQL authentication.1.3 Windows SharePoint Services Help Search Use this page to configure Windows SharePoint Services Search Service Settings. Examples of built-in accounts are Local Service and Network Service. Warning: this page is not encrypted for secure communication. Example: SearchRead Search Database Use of the default database server and database name is recommended for most cases. specify the credentials which will be used to connect to the database. NOTE: There is a warning provided at the top of this menu page. Indexing schedule: This option is used to configure the Index schedule for your servers. Service Account The search service will run using this account.2. For proper search functionality and information security. The account will be added to the Full Read policy. It is recommended that you start with a Every 15 Minutes schedule. Example: SearchAdministrator Content Access Account The search service will access all content using this account.1. Use of Windows authentication is strongly recommended.

Advanced mode is necessary only if you are not using the SMTP service to receive incoming e-mail. and groups will need to be configured individually with their own e-mail addresses. Aivea Proprietary Information .4 Incoming e-mail settings Use this page to change the e-mail settings for this server. the e-mail drop folder is set automatically to the folder specified by the SMTP service. When incoming email settings are set to automatic mode. E-mail drop folder: Example: c:\inetpub\mailroot\drop Directory Management Service The Microsoft SharePoint Directory Management Service connects SharePoint sites to your organization's user directory in order to provide enhanced e-mail features. you need to specify the e-mail drop folder. In automatic mode. ensure you enable here. E-Mail Drop Folder Windows SharePoint Services checks periodically for incoming e-mail messages from the SMTP service. Next personalize the From address and Reply-to address. and administrator notifications. Enable Incoming E-Mail If enabled. When using advanced mode.1.3 Outgoing e-mail settings Configuring the default outgoing e-mail settings configures the default outgoing e-mail settings for all Web applications. This service also creates contacts in your organization's user directory allowing people to find e-mail enabled SharePoint lists in their address book. and configure the Microsoft SharePoint Directory Management Web Service. Character set: This by default should be set to 65001 (Unicode UTF-8) 1. Sites.1. SharePoint sites can receive e-mail and store incoming messages in lists. invitations. all required settings are retrieved automatically. Note: When incoming e-mail settings are set to advanced mode you need to ensure that the log on account for the Windows service "Windows SharePoint Services Timer" has modify permissions on the e-mail drop folder. You can enable or disable incoming email. This service provides support for the creation and management of e-mail distribution groups from SharePoint sites. specify e-mail options.1. This setting specifies the folder in which to look for e-mail messages. lists. If this servers is to received e-mail. Specify the Outbound SMTP mail server to use for Windows SharePoint Services e-mail-based notifications for alerts.

Aivea Proprietary Information . if this is being changed.2. 1. Safe E-Mail Servers Specify whether to restrict the set of e-mail servers that can route mail directly to this server farm.1. then enter the new credentials. Incoming E-Mail Server Display Address Specify the e-mail server address that will be displayed in Web pages when users create an incoming e-mail address for a site. Alternatively you can configure this server farm to use a remote SharePoint Directory Management Web Service. Recommend leaving default. change the associated Web application pool. these are linked to a web application pool. This is used to update any account changes or adjustments that need to be made after the servers have been configured.5 Approve/reject distribution groups Use this page to change any SharePoint Directory Management Service Approved groups. This list will remain empty as the recommended setting for the Microsoft SharePoint Directory Management Service was not to utilize this option. 1.As we are not recommending SharePoint Management Service create distribution groups we suggest turning this option to NO.1 Service accounts Credential Management Windows services and web applications in the farm are configured upon start to use an account.2 Security Configuration 1. or group. To use the Directory Management Service you need to provide the SharePoint Central Administration application pool account with write access to the container you specify in the Active Directory. This is done by selecting the component to update. For web applications. This setting is often used in conjunction with the Microsoft SharePoint Directory Management Web Service to provide a more friendly e-mail server address for users to type. list. This setting can help ensure the authenticity of e-mail stored in SharePoint sites.

3 Antivirus Use this page to configure settings for virus scanning. This can be activated and configured on any server running it. he or she will see an error. Instead of adding an additional server to the farm. 1.2. and whether you want your virus scanner to attempt to clean infected documents. as part of the OS. This is recommended to defend and protect your servers from viruses.4 Blocked file types Use this page to prevent specific file types from being saved or retrieved from any site on this server.{doc}) are blocked automatically. 1. you may want to decrease the number of seconds. Antivirus Time Out We recommend using a Time out duration of 300 by default.1. and will not be able to save or retrieve the file. You must install virus scanning software on all Web servers that are hosting documents before these settings can take effect. Antivirus Settings Specify when you want documents stored in document libraries and lists to be virus scanned.2. if the server response time is slow while scanning. If server response time is slow while scanning. Windows Server 2003 SP1 has the Rights Management Service. you must delete it from both the global and Web application lists. Aivea Proprietary Information .2 Information Rights Management IRM helps protect sensitive files from being misused or distributed without permission once they have been downloaded from this server. filename. NOTE: To allow a file type that is currently blocked. you may want to decrease the number of threads allowed for virus scanning. If a user tries to save or retrieve a blocked file type.2. Antivirus Threads You can specify the number of execution threads on the server that the virus scanner may use. the recommended is that it is activated on the Active Directory server to support SharePoint. Filenames that include braces (for example.

Barcodes can also be used to search for documents. Aivea Proprietary Information .2. It is recommended to leave all of these option default and enabled for general use. Microsoft Available Expiration: Automatic scheduling of content for processing. Labels can also be used to search for documents. and content types. 1. Microsoft Available Barcodes: Generates unique identifiers that can be inserted in Microsoft Office documents. and expiry of content that has reached its due date.7 Manage settings for single sign-on Use this page to manage single sign-on settings and enterprise application definitions.2. libraries. Microsoft Available Auditing: Audits user actions on documents and list items to the Audit Log.6 Information Management Policy Configuration This list displays all of the available information management policy feature for use within lists. unless you need to change or update any single sign-on changes.2. Personal accounts for staff should not be used in this group or given access at this level. Labels: Generates labels that can be inserted in Microsoft Office documents to ensure that document properties or other important information are included when documents are printed. It is recommended to use defaults. SharePoint needs to be configured to utilize the single sign-on server that is deployed to your network.5 Update farm administrator’s group Members of this group have full access to all settings in the farm. Administration accounts such as FarmAdmin or MOSS Administrator should be applied to this group for ease of management of the server. To deactivate these select the Availability option and decommission any option new wanted as part of the IMP options. It is recommended that you utilize this functionality to limit the impact of credential management of your farm. They can also take ownership of any content site.Update farm administrator's group Information management policy configuration Manage settings for single sign-on 1. 1.

anonymous information about your server will be sent to Microsoft to help us improve SharePoint Products and Technologies. The default is Yes. You can change the settings for any single category. Event Throttling Use these settings to control the severity of events captured in the Windows event log and the trace logs.1 Diagnostic logging Sign up for the Customer Experience Improvement Program The Customer Experience Improvement Program is designed to improve the quality. If enabled.1. reliability.3. and how long to capture events to a single log file. or for all categories.3 Logging and Reporting This section is used to activate and manage usage reporting and diagnostic logging on your SharePoint server farm. As the severity decreases. you may set the maximum number of log files to maintain. During the initial launch of your SharePoint servers. You will need to select a category. Error Reporting has two sub options that need to be considered. First is the option to Collect error reports. With your permission. it is recommended during your initial launch period all events be tracked. It is recommended to activate these only as needed. Learn about using the trace log. I am willing to participate anonymously in the Customer Experience Improvement Program (Not recommended for this deployment) Error Reports Error reports are created when your system encounters hardware or software problems. the number of events logged will increase. Updating all categories will lose the changes to individual categories. and deactivate one analysis is completed or review period in finished. it is recommended to have this option enabled. Note: The location you specify must exist on all servers in the farm. This changes the computer's error reporting behavior to automatically send reports to Microsoft without prompting users when they log on”. then based on resulting review and determination this be tailored back to only show critical issues based on your needs. It is not recommended to choose the option to “Ignore errors and don't collect information”. 1. and performance of Microsoft Products and Technologies. It is recommended that you use the Periodical approach. Additionally. you will need to make a determination of “Periodically download a file that can help identify system problems” or “Change this computer's error collection policy to silently send all reports. Trace Log If you enabled tracing you may want the trace log to go to a certain location. Microsoft and its partners actively use these reports to improve the reliability of your software. Aivea Proprietary Information .

identify the location to store log files. Daily reporting is recommended to keep the report size manageable. You will need to fine tune this based on need. 1. Important: Before changing the log file location. 1. Web Application Specify the web application for which you want to configure information management policy usage reports. and the number of items subject to these policies. Number of minutes to use a log file Number of minutes specified must be between 1 and 1440. Schedule Recurring Reports This option is used to determine how frequently you want the server to create reports of which policies are being used. This should be targeted around traffic times to determine usage. Aivea Proprietary Information . By default you should create 1 log. Logging Settings Special log files are used to run usage analysis processing efficiently.3.3 Information management policy usage reports This option allows you to create reporting around your IMP process.Path It is recommended that you define a path location that has adequate storage space for large logs as needed. It is recommended to use 96 log files.3. Use these settings to enable logging. at which time you should create the corresponding amount to team members. and change this based on criticality of the reporting needs. this should be a location with adequate space to support your logging efforts. unless you need to divide the review among separate individuals. click Show me more information to review security requirements. Recommended to have the initial setting to 30 minutes. Path Example: C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\LOGS Enter a number between 1 and 30 for the number of log files to create. in each site collection. Processing Settings Specify whether to enable usage processing on Web server computers. and a location with strong security. As these logs can contain mission crital and sensitive information.2 Usage analysis processing Use this page to enable and configure usage analysis processing. As you will not be implementing this in the initial phase it will not need to be adjusted. and set the time of day to run usage processing. Path Example: C:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\12\LOGS Number of log files Number of log files to use must be between 1 and 1024. This is a dropdown that will allow you to select each web application to apply reporting.

Aivea Proprietary Information . you cannot switch back to use only the Standard features.1 Microsoft Content Management Server Migration Use this page to start a migration. it is recommended that you configure a separate installation and deploy Office SharePoint Server Trial. Content Migration.gov/IMPReports/Forms/AllItems. Path Example: http://. If you wish to develop your own template you will need to store it in a location and link in through the “use a custom report template” option. Check the 'Enable all sites' checkbox to make these features available to all sites in the installation. it is recommended to follow this process to enable Enterprise features for this SharePoint installation. 1. For evaluation purposes.4 Upgrading and Migration This section is used to in 4 general methods.4. Once you have upgraded to Enterprise.To schedule an immediate one-time reporting job. click "Create Reports Now".4.4. and updating of SharePoint license type. Once this has been performed newly created sites will have these features and you do not need to run this operation again for new sites. check the status of a migration. 1. You need to do this only once for each installation. select the corresponding radio button.2 Enable Enterprise Features As your organization starts implementing Enterprise functionality. As a migration is being discussed is another document this is not covered this material.3 Enable Enterprise Features Currently installed Office SharePoint Server features may not be available on all sites in this SharePoint installation. 1. This is only if you are performing a migration scheme. The report for each site collection will be stored as a separate file. and view migration reports. 1. It is recommended that you use the default report format initially. enabling of features and activation of Enterprise features.aspx Report Template Specify the template you want to use for creating reports. Report File Location Specify where you want to store reports.

Type in the 25 character license key for the new license.5. 1. Aivea Proprietary Information . 1. 1.5. So it is recommended to either activate this option after initial installation. Either changing keys.2 Timer job definitions Use this queue to rename. You will find this key printed on your Client Access License Agreement.4.5 Global Configuration This section is used to define your global options for your farm. It is recommended that the Farm Administrator review this area on a regular rotation to identify any failed or timer job complications. 1. or Disable any timer job as needed.This operation may take a long time to complete depending on the number of sites in your SharePoint installation. From here you have the option to filter by Service or Web Application for easier access. or updating a Standard license to and Enterprise.1 Timer job status Use queue is used by the administrator to review all timer jobs.4 Convert License Type This option gives you the ability to update your license at any time. or early in the site creation process.

5.4 Site directory links scan Choose views to scan: This scan will look for broken links in views of the site directory. Separate multiple views by commas. By default this timer job is scheduled to run daily. Aivea Proprietary Information . Site Creation Metadata Specify what information is required to be filled in by new site creators. and will be added to the list of items to select from via the Change button on the other URL mapping pages. Example: http://[ServerName]/sitedirectory/lists/siteslist/allitems.3 Master site directory settings This option is recommended for ease of navigation long-term. The name you supply must be unique within that list. Note: The site directory is updated when the site directory timer job is next run. Example: http://farm/sitedirectory. The URL for this resource must be unique in the farm. External Resource Mapping To define a URL mapping for a resource outside of SharePoint. This will change entries in the site directory to match the actual site title and description. navigation of your sites will become easier to document. By deploying and enforcing a best in practices Site Directory. It is recommended to enforce all sites be listed to ensure easy transition if you choose to deepen the view of all sites at a later date. 1.5. The name you supply will be the identifier for this set of mappings. 1. you must supply a unique name.5 Alternate access mappings Use this configuration screen to provide alternate URL mapping of public to Internal url’s. Site Directory Location Please enter the path to the master Site Directory where you would like to capture all new site collections.1. Update Site Properties Specify whether the Site Directory Links Scan automatically updates link titles and descriptions. and select a zone for that initial URL. Note: The site directory is updated when the site directory timer job is next run. By default this timer job is scheduled to run daily. Enter URLs to site directory views that you want to scan for broken links.aspx.5. Also provides a method to map to External Resources. initial URL.

7 Quiesce farm Quiesce to take the farm gradually offline for maintenance. you must submit the solution package to the solution store in the configuration database by using the stsadm -o addsolution command.6 Backup and Restore This section is used to configure and perform SharePoint based backup processes. you can use this solution management page to view the status of your solutions or deploy your solution to the entire server farm.5. Quiesce the farm to stop accepting new user sessions for long running operations. To start a backup.6 Manage farm features Use page is used to activate and manage any farm level features. 1.8 Solutions management This page has a list of the Solutions in the farm. click View History and provide a path for backup history location.6. click Continue to Backup Options.1 Perform a backup This window is used to perform the actual backup process. Aivea Proprietary Information . This is critical to maintain any features that are farm wide. 1. Before you can deploy a solution package. 1. After a solution is added to the solution store. Select the items you want to backup now. 1.1. As this will be a new deployment there will not be any solutions to consider.5.5. To see a list of previous backups.

6. 1. It is recommended that this location have adequate storage. Differential . 1.Once you make your selection of the component to be backed up. Backup Content Specify content to include in the backup.4 Backup and restore job status Use this page to view the backup or restore job status.backs up all changes to the selected content since the last full backup. This will identify the selected component: Farm\WSS_Administration\Web Application\SharePoint_AdminContent_52ad6098d231-4edc-bd6d-d341f139505d Type of Backup Specify which type of backup to start: Full . 1.3 Restore from backup This option allows the administrator to locate the backup files to be utilized for the backup process.2 Backup and restore history This option allows the administrator to define a unique backup file location. Aivea Proprietary Information . and each object is backed up to an individual file in that subdirectory. security. Backup File Location Specify where to store the backup files. Each backup job is stored in a separate subdirectory at the location you specify. and management defined.backs up the selected content with all history.6.6.

Web Application Select a Web application.1.1 Default database server Content Database Server It is recommended to use this page to set the default content database server. 1.7 Data Configuration 1. This setting applies to the following data retrieval services:  OLEDB Aivea Proprietary Information . When you extend new web applications.7. the content databases for those web applications are created on the default content database server unless you specify a different server. This setting applies to the following data retrieval services:     Windows SharePoint Services OLEDB SOAP Passthrough XML-URL Limit Response Size The size of the SOAP response that the data source returns to the data retrieval service can be limited with this setting.7. Enable Data Retrieval Services The set of data retrieval services on this server can be disabled so that no query requests will be processed. This setting applies to the following data retrieval services:  OLEDB Update Support Support for update queries can be controlled with this setting. Database Username and Password Use this section only if you are using SQL Server authentication to connect to SQL Server. in which case you should leave these fields blank. It is strongly recommended that you use Windows authentication instead.2 Data Retrieval Service It is recommended to use his page to configure your settings for the data retrieval services. Specify the size limit in kilobytes (KB).

refresh this page and click the link in the Status column to view updated status information.8 Content Deployment 1.1. Once a path is created. and the schedule on which the deployment should occur. After running a content deployment job. The source and destination site collections can be in the same farm or in different farms. Content deployment is managed using paths and jobs: A content deployment path defines a relationship between a source and destination site collection for content deployment. jobs can be created and associated with the path to begin deploying content. This is a recommended method to allow content from one site collection into another site collection. This setting applies to the following data source controls:     SPXmlDataSource XmlUrlDataSource SoapDataSource AggregateDataSource 1.Data Source Time-out The data retrieval service will time out if the data source does not respond within the duration you specify. This can be utilized to support the Finance and HR departments with allowing cross site deployment of policy and report documents.8.1 New Path Name and Description Specify the name and description of the content deployment path. 1. and defines the specific content to be deployed from the source to the destination. This setting applies to the following data retrieval services:      OLEDB SOAP Passthrough XML-URL SoapDataSource XmlUrlDataSource Enable Data Source Controls The set of data source controls on this server can be disabled so that no query requests will be processed. Aivea Proprietary Information . Specify the timeout in seconds.8. A job is associated with a path.1 Content deployment paths and jobs This page is used to manage content deployment jobs and paths.

In addtion defining security and configuration files. and membership). Even with this setting enabled. User Names Specify whether or not to deploy the user names associated with content. and it must be running an administration Web application for the farm. Aivea Proprietary Information . This server must have enough available disk space to store the incoming jobs. The specified account must have SharePoint Central Administration credentials on the destination server. 1. This will be used to configure your servers to accept incoming or outgoing connections. the remote farm will need to authenticate to Central Administration to deploy content. Security Information Specify whether you want to deploy security information (such as ACLs. Accept Content Deployment Jobs Specify whether you want to permit this server farm to receive content deployment jobs from another farm. Destination Web application and site collection Specify the URL for the destination Web application and site collection. Click Connect to connect to the destination server and specify settings for this path. Destination Central Administration Web Application Specify the URL for the Destination Central Administration Server. Authentication Information Specify the authentication method and credentials you want to use for the destination server. Import Server Specify the server you want to receive incoming content deployment jobs. These will be activated once you connect in the Authentication step above. It is recommended to use the default settings for your credentials.2 Content deployment settings These settings apply to all content deployment paths and jobs. roles.Source Web Application and Site Collection Specify the Web application and site collection on the source server. This server will experience additional load when a content deployment job runs.8.

and it must be running an administration Web application for the farm. Temporary Files Specify where you want to store temporary files for content deployment jobs. Aivea Proprietary Information . This folder must have enough available disk space to store all the content that is deployed at one time. content deployment can only occur if the connection between source and destination farms is encrypted by using the HTTPS protocol. These files are automatically deleted when the deployment job is finished. Example Path: C:\WINDOWS\TEMP\ContentDeployment Reporting Specify the number of reports you want to keep for each content deployment job that originates from this farm.8.Export Server Specify the server to which you want to send outgoing content deployment jobs. Connection Security By default. Type the URL of the object below. and then click Check Status. This server must have enough available disk space to store the outgoing jobs. 1. If you deploy content over a connection that is not encrypted. This server will experience additional load when a content deployment job runs. This will not be poluated unless deployments have been established. the user name and password you use to authenticate with the destination farm could be intercepted by malicious users. as could the content you are deploying. The oldest reports will automatically be deleted to make room for new ones.3 Content deployment object status Use this page to check the deployment status for a particular object.

Aivea Proprietary Information . This option will reuse the content database from an existing Web application.2 Central Administration: Application Management The Application Management of the Central Administration windows is designed to help you configure settings for applications and components that are installed on the server or server farm. This section will cover the configuration and best practices relating to your options. it will be automatically created on all servers in the farm. Adding a SharePoint Web Application Creating a new Web application is the most common option.1. example of a standard naming convention. you create a new database to store data. It is recommended to create a new IIS web site for each new Web application. 19840 for Shared Service and Administration sites.1.1. configuration.1 Create Web application Use this page to create a new Windows SharePoint Services Web application IIS Web Site First option is to determine between using an existing IIS web site or create a new one to serve the Windows SharePoint Services application. and management of your farm Web applications. If an IIS setting is not present. Choose Extend an existing web application if you need to have separate IIS Web Sites that expose the same content to users. 2. 2. Example: SharePoint – yoursitename – port# Port that should be used is depending on your communication configuration or IT practices. Common port assignments are 80 for internal and external facing collaboration sites.1 SharePoint Web Application Management The SharePoint Web Application Management section of the Application Management Area focuses on the creation. and define the authentication method used to connect the SharePoint application to that database. this will create a basic site. Description should be intuitive. This is typically used for extranet deployments where different users access content using different domains. When creating a new SharePoint Web application. 2. then update it using the standard IIS tools.1 Create or extend Web application Use this page to create a new Windows SharePoint Services application or to extend an existing application to another IIS Web Site.

it is set to the current server name and port. NTLM authentication will work with any application pool account and the default domain configuration. it can be reactivated in the Permissions of the Collaboration Site. and then run "iisreset /noforce" on each Web server. This URL domain will be used in all links shown on pages within the web application. Create new application pools for top level collaboration sites. By default. This defines the account and credentials that will be used by this service. it needs to be fully documented. As no Secure Sockets Layer (SSL) usage will be deployed at this time this should remain NO. Kerberos requires the application pool account to be Network Service or special configuration by the domain administrator. Security Configuration Kerberos is the recommended security configuration to use with Integrated Windows authentication. Aivea Proprietary Information .Host Header must be the complete header name which you want to be present in your final site. a manual reset after all site creations will be a better process. Application Pool Choose the application pool to use for the new web application. you must add the certificate on each server using the IIS administration tools. and organize in the management queue less challenging. Use a uniform naming convention for all application pools. Authentication: It is not recommended to use the Predefined Network Service account. or sites that require added levels of security or administration. It at a later time the need to open to an external anonymous audience arises. If at a later time SSL is deployed. If this option is not selected and you have more than one server in the farm. Reset Internet Information Services It is recommended to use the automatic restart for your IIS. It is recommended that you leave the path default as it will follow a best practices naming. this will make future administration easier. Load Balanced URL The load balanced URL is the domain name for all sites users will access in this SharePoint Web application. you must wait until the IIS web site is created on all servers. the web application will be inaccessible from this IIS Web Site. It is recommended to re-use existing common application pools. The new IIS site will not be usable until that is completed. Until this is done. The local server must be restarted manually for the process to complete. use this section to allow SharePoint to restart IIS on other farm servers. If you are creating multiple sites. Allow Anonymous is not recommended to be deployed at this level. If for any reason this is changed. you should associate the appropriate Administration account to the Site Collection and application pool.

As no Secure Sockets Layer (SSL) usage will be deployed at this time this should remain NO. or this action will not succeed. If at a later time SSL is deployed. If an IIS setting that you wish to change is not shown here. it will be automatically created on all servers in the farm.Database Name and Authentication Use of the default database server and database name is recommended for most cases. Refer to the administrator's guide for advanced scenarios where specifying database information is required. the web application will be inaccessible from this IIS Web Site. To use SQL authentication. This allows you to serve the same content on another port or to a different audience. Example: SharePoint – yoursitename – port# Ensure you choose a compliant and uniform Host Header. If you opt to create a new IIS web site. Security Configuration Kerberos is the recommended security configuration to use with Integrated Windows authentication. then update it using the standard IIS tools.1. Until this is done.2 Extending Web Application Use this page to extend a web application onto another IIS Web Site. that web site must exist on all servers in the farm and have the same description. 2. It at a later time the need to open to an external anonymous audience arises. you can use this option to create the basic site. NTLM authentication will work with any application pool account and the default domain configuration. Database naming convention should also be maintained at this level.1. Example: WSS_yoursitename_Content Use of Windows authentication is strongly recommended. IIS Web Site Choose between using an existing IIS web site or create a new one to serve the Windows SharePoint Services application. If you select an existing IIS web site. it can be reactivated in the Permissions of the Collaboration Site. Aivea Proprietary Information . Web Application Select the Web application in which you plan to extend. Allow Anonymous is not recommended to be deployed at this level. Kerberos requires the application pool account to be Network Service or special configuration by the domain administrator. specify the credentials which will be used to connect to the database. you must add the certificate on each server using the IIS administration tools.

or actually delete the IIS Web site. Aivea Proprietary Information . all IIS metabase entries referring to these Web sites will be deleted. By default. If you choose delete.1. Deletion Options Decide if you would like to delete the content databases associated with this web application. Deletion Options Decide if you would like to remove the association of the IIS Web site with this Web application. even if other non-SharePoint applications are using them. Web Application Select a Web application. including all of its content and settings. it is set to the current server name and port. If you choose to delete these databases.3 Delete Web application This page allows you to delete an entire Windows SharePoint Services application. or actually delete the IIS Web site. 2.Load Balanced URL The load balanced URL is the domain name for all sites users will access in this SharePoint Web application. even if other nonSharePoint applications are using them. all IIS metabase entries referring to these Web sites will be deleted. This URL domain will be used in all links shown on pages within the web application. Decide if you would like to remove the association of the IIS Web site with this Web application. If you choose delete. all of the sites in them will be lost unless you restore the database from a backup. Web Application Select a Web application. 2.1.2 Remove SharePoint from IIS Web site Use this page to remove Windows SharePoint Services from an IIS Web site.

It is recommended that you use the location of the home location of the headquarters or central location of your office.4 Define managed paths Use this page to specify which paths in the URL namespace are managed by Windows SharePoint Services.1.1. or all paths subordinate to the specified path. invitations. which will open a new browser window with that URL. Default Quota Template Aivea Proprietary Information . Default Time Zone Choose the time zone for sites that get created on this web application. Use the Check URL button to ensure that the path you include is not already in use for existing sites or folders.2. 2. Mail Settings Specify the SMTP mail server to use for Windows SharePoint Services e-mail-based notifications for alerts.1.6 Web application general settings Use this page contains settings which apply to all site collections in the web application. You can include an exact path. Web Application Select a Web application. All top level sites should be root.5 Web application outgoing e-mail settings Use the settings on this page to configure the e-mail settings for this web application. As this is common as a centralized time. Web Application Select a Web application. Add a New Path Specify the path within the URL namespace to include. Included Paths This list specifies which paths within the URL namespace are managed by Windows SharePoint Services. Personalize the From address and Reply-to address. and administrator notifications. 2. Web Application Select a Web application.

This may need to be increased for teams such as Finance or HR who depend heavily on automated alerting. or content. No single file. RSS Settings Specify the server-wide settings for RSS feeds. If you have not defined a quota for your sites by this step. A good max size is 100mb. This is recommended to be YES by default. It is recommended to have this On and set a expiration of 30 minutes for sites. Maximum Upload Size Specify the maximum size to allow for a single upload to any site. and will usually support all departments and sites. This is a hard limit in SharePoint and SQL and cannot be changed. This works in conjuction with your Microsoft Office Communication System. The RSS functionality is a recommended tool or function that can be used in conjuction with Alerting and notifications. It is recommended to that the option to accept user name and password remain off. Blog API Settings Choose whether or not to enable the MetaWeblog API for this Web application. online presence information is displayed next to member names and the Person Name smart tag appears when users hover over a member name anywhere on this site. If this option is turned off. however you will need to adjust this depending on the size needs of the site and departments working within the site. Send User Name and Password in E-Mail Specify whether to send users their user name and password by e-mail. Person Name Smart Tag and Presence Settings With Person Name smart tag and Online Status enabled. you can click Quota Templates to define new quota templates. requiring the user to retry his operation. This is listed under the SharePoint Site Management section of this guide.Select the quota template used by default for all site collections. a new user can't access the site until an Aivea Proprietary Information . The default of YES is recommended. group of files. The default of 500 is considered acceptable for medium to large companies. Alerts Specify the default settings for e-mail alerts on this Web application. It is recommended to allow Alerts. in addition limiting the amount of alerts is critical. this will ensure the currently configured authentication method will be used. NOTE: Maximum size allowed is 2047mb or 2gb in size. Web Page Security Validation Security validations expire after a configurable amount of time. can be uploaded if the combined size is greater than this setting.

If this is turned off. Turning off the Recycle Bins will empty all the Recycle Bins in the Web application. It is recommended to ensure optimal storage capacity.administrator changes the user's password and notifies him or her of the new password. Change Log Specify how long entries are kept in the change log. Click a content database name to change its properties. Ensure to use correct naming conventions. Recycle Bin Specify whether the Recycle Bins of all of the sites in this Web application are turned on.7 Content databases Use this page to manage content databases for this web application. Aivea Proprietary Information .1. but limit its overall impact on storage and performance of the supporting servers. Defining the retention of the Recycle Bin will be based on your Retention plan and governance. 2. users cannot bind document libraries to backward-compatible event handlers. Log storage of 15 days is recommended. New Content Databases should be added as needed or prior to limits being reached. The second stage Recycle Bin stores items that end users have deleted from their Recycle Bin for easier restore if needed. 30 days is considered standard and recommended to offer the function. Backward-Compatible Event Handlers Turn on or off backward-compatible event handlers for this Web application. Administrators find that 50% of the overall live site quota offers sufficient recovery time for users.

Use of Windows authentication is strongly recommended.1.1.2. Web Application Select a Web application. 2.9 Web application list Use list will provide you a list of all web applications on your farm. To use SQL authentication. this will open that application. Database Capacity Settings Specify capacity settings for this database. Aivea Proprietary Information . Refer to the administrator's guide for advanced scenarios where specifying database information is required. By selecting to either Activate or Deactivate the feature it will be enabled for your Web Application. Database Name and Authentication Use of the default database server and database name is recommended for most cases. Standard settings here are recommended. Search Server This identifies the Search Server assigned to support this database. 2.7.1.8 Manage Web application features Use this page allows you to manage web application features.1 Add Content Database Use this page to create a new content database or to add an existing content database to this web application. You can access each by selecting it. specify the credentials which will be used to connect to the database.

Web Site Address Specify the URL name and URL path to create a new site. Follow standard web url practices for the naming convention. or choose to create a site at a specific path.1 Create site collection Use this page to create a new top-level Web site. a new URL Path can be added dynamically here. Any managed path changes should be fully documented and comply with the governance plan. It is recommended that the use of the Collaboration Portal be used for each top level site. Template Selection At this step you will need to make determination of the required site template. 2. go to the Manage Quota Templates page. If the managed path is not as needed. Web Application Select a Web application. Keeping it small and intuitive.2. To add a new quota template.2. Quota Template Select a predefined quota template to limit resources used for this site collection. Secondary Site Collection Administrator Specify the secondary administrator for this Web site collection.2 SharePoint Site Management The SharePoint Site Management section of the Application Management Area focuses on the creation and management of site collections on your farm. however. Primary Site Collection Administrator Specify the administrator for this Web site collection. The title will be displayed on each page in the site. it is recommended to make the change prior to this step. Title and Description Type a title and description for your new site. Aivea Proprietary Information .

Deleting this site collection will permanently destroy      documents and document libraries. Additionally. including surveys. and user information. Web Application Select a Web application. subsites of this Web site.2. their contents.2. Critical warning: Deletion at this level cannot be recovered. you can also specify whether to delete the site collection automatically after sending a specific number of confirmation notices. lists and list data. Site Collection Select a Site Collection. announcements. Specify whether site owners must confirm that their site collection is still in use. discussions. Aivea Proprietary Information . site configuration and settings.2 Delete site collection Use the settings on this page to completely delete a top-level site and any subsites of that site on this web application.2. Confirmation and Automatic Deletion Settings It is not recommended to use the automatic deletion functionality by default. except for recovery from a backup. and sites that are designated a temorary. configure automatic deletion for unused Web site collections. events.3 Site use confirmation and deletion Use this page to require site owners to confirm that their Web site collections are in use. If notifications are enabled. Warning All content and subwebs will be lost. Once this is selected the information will populate in the lower pane. This option is useful on test sites. roles and security information relating to the site. and how frequently to send e-mail confirmation notifications. Please ensure you performa backup prior to deleting any Site Collection. 2.

Suggested quotas are:  Personalization Sites  Project Sites  Document Workspaces  Meeting Sites  Blogs Determining the size of each quota will depend on the impact of the template and the departments utiltizing the sites. an e-mail is sent to the site administrator to inform them of the issue.2. 2. or to change one of the individual quota settings. Site Quota Information Use this section to modify the quota template on this Web site collection.2.4 Quota templates Use this page to create or modify a quota template. or to clear a lock set by an application or caused by exceeding a quota. and a warning level. or to change the lock status. Template Name Edit an existing quota template. you can start from a blank template or modify an existing template. When the warning level or maximum storage level is reached. Aivea Proprietary Information . Site Lock Information Use this section to view the current lock status. Site Collection Select a Site Collection. For a new template. It is recommended to fully utilize quotas. and set the maximum amount of storage.5 Site collection quotas and locks Use this page to change the quota template or individual quota values for a Web site collection. Storage Limit Values Specify whether to limit the amount of storage available on a site.2. or create a new template.

2.6 Site collection administrators Use this page to view and change the primary and secondary site collection administrators for a site collection. you will want to assign it now. 2. As site collection administrators. and external document conversions. enter the URL and a display name for a Records Center server.7 Site collection list Use this page to review the site collections on this farm. and configure the HTML Viewer service. you must configure each Web application to use a domain user account. Ensure the address has the /_vti_bin/officialfile. Primary Site Collection Administrator The primary site collection administrator is displayed.1 Records Center Use this section to connect to a Records Center. Unless the Records Center is configured to allow records to be anonymously submitted. and then click OK to save the change. As a Records Center will implemented on this farm. Aivea Proprietary Information .3. Type a user name.2.asmx on the end.3 External Service Connections Use this section to configure Records Center connections. 2. change. 2. html viewers. these users receive any quota or auto-deletion notices and have full control over all content in the site collection. Site Collection Select a Site Collection.2.3.2 HTML viewer Use this page to view.2. Note the Records Center needs to be created prior to this step.

Word. and managing all data connections. Server Location This path specifies where you have installed the HTML Viewer application. You can use a remote server or the server running Windows SharePoint Services. These will include InfoPath. Maximum Cache Size Enter the maximum size for the HTML Viewer cache in megabytes (MB). Aivea Proprietary Information . Conversion Schedule Specify how often the Document Conversion timer job should run. 2.Turn on HTML Viewer Select this checkbox to turn on the HTML Viewer service for the document libraries on Windows SharePoint Services. Load Balancer Server Specify the Load Balancer with which to associate this Web application. Enable Document Conversions You can allow files to be converted from one type to another on this site. Web Application Specify the web application for which you want to configure document conversions. and XML documents. Timeout Length The integer number of seconds the service will wait for HTML Viewing to complete.3 Document conversions Use this page to customize the usage of Document conversion. and assigning of a specific server to support this functional request.3. configuring the services. Converter Settings Customize installed converters. This cache counts against the size of the content database. Maximum File Size The integer size in kilobytes (KB) of the largest file the service will view in HTML. This will include the upload of templates into the farm gallery.4 InfoPath Forms Services Use this section to configure your usage of InfoPath Form Services for your farm. 2.

1 Manage form templates It is recommended to manage all InfoPath Form templates from this gallery. Embedded SQL Authentication Forms that connect to data bases may embed SQL username and password in the connection string. However monitoring is recommended to ensure this does not cause an impact on server performance.4. Uncheck this box to block forms from using embedded SQL credentials. Data Connection Response Size It is recommended that this be set to no more that 3000 kilobytes.4. User Browser-enabled Form Templates It is recommended that you allow user to use browserenable form templates. Quiesce. Functions will include the ability to Activate. The connection string can be read in cleartext in the UDC file associated with the solution. Data Connection Timeouts Specify default and maximum timeouts for data connections from browser-enabled form.2 Configure InfoPath Forms Services Use this page to configure your farm InfoPath Form Services. or in the solution manifest. The defaults are configured for a best practice. and Remove the forms as needed. The connection timeout can be changed by code in the form template. HTTP data connections If data connections in browser-enabled form templates require Basic Authentication or Digest Authentication. however if you are using forms that are large or having attachments inbedded in the submission process you can increase this. and render form templates that are browser-enabled by users. Specify the maximum size of responses data connections are allowed to process. Deactivate. Authentication to data sources (user form templates) Aivea Proprietary Information . 2. Check this box to require an SSL-encrypted connection for these authentication types. but will never exceed the maximum timeout specified. a password will be sent over the network.2.

In addition use this to determine how the server sill handle any current sessions. or actively terminate them. Upgrade Set the behavior if the server contains a previous version of this form template with the same Form ID. It is recommended to in most cases allow the completion to ensure no lost data. This option also allows the server to complete any current filing sessions. The use of the Quiese feature in Manage form templates will support this request.Data connection files can contain authentication information. such as an explicit username and password or a Microsoft Office Single Sign-On Application ID. Aivea Proprietary Information .3 Upload form template Use this page to upload any InfoPath Forms into your gallery. 2.4. Cross-Domain Access for User Form Templates Form templates can contain data connections that access data from other domains. Thresholds Specify the thresholds at which to end user sessions and log error messages. Select this check box to allow user form templates to access data from another domain. Check this box to allow user form templates to use this authentication information. Form Session State Form session state stores data necessary to maintain a user session. File attachment data in the form will receive an additional 50 percent of session state space. Upload Form Template Browse to the form template you intend to add to the server.

2. Web services. manage and configure the Share Services on the this farm or between farms.4.1 Create or configure this farm’s shared services Use this page to manage shared services providers (SSPs). It is not recommended to use a proxy.for shared services. From this page. 2. Category Specify the category of this file. and admin pages . control which SSP is used by each Web application.4 Manage data connection files Use this page to upload and dedicated form data connections. and reconnect the pieces of an SSP as part of database recovery. The data connections must be defined in universal data connection (UDC) files and they must be enabled to use a proxy. SSPs provide the infrastructure databases.5 Manage the Web services proxy Use this page to define if proxies are applied to any Web application. Select File Browse to the data connection file you intend to upload. Enable the Web service proxy Use the proxy for data connections between InfoPath forms and Web services. Web Accessibility Select whether clients such as Microsoft Office InfoPath can access this file over HTTP. Enable the Web service proxy for user forms Use the proxy for data connections in user forms 2. If a proxy is needed for the farm. Aivea Proprietary Information . create new SSPs.4.5. select the Web application that will be effected.5 Office SharePoint Server Shared Services Use these setting to create. 2.

1. For security reasons a new Web application is recommended for any new SSP you create. the selected Web application cannot have an application pool that uses Network Service as its process account. To host My Sites at a location other than the root. A Web application is required for the SSP administration site. SSP Service Credentials It is recommended that you use a unique credential set for all SSP authentication. the admin site. change the Relative URL. select from the Web applications in the drop down list. Select an existing Web application from the list or click "Create a new Web application". If a new Web application is needed. select the "Create a new Web application" link. Users will be able to navigate to the SSP administration site by typing this Web site address (URL) into their browsers. NOTE: For server farm installations. descriptive name for this Shared Services Provider. SSP Name Specify a unique. This Web application will be used to host personal sites and profile pages. Example: SSPAdmin Specify the credentials for the SSP Web services to use for inter-server communication and for running SSP-scoped timer jobs. To use an existing Web application.1 New SSP The Shared Services Provider (SSP) is the set of resources such as databases. We recommend using a different Web application than the one used for the SSP administration site. My Site Location A Web application is required for My Sites. and Web service hosting used by shared services.2.5. This name will be used to identify this SSP in administration pages. so that you can backup and restore My Sites independently. Aivea Proprietary Information . Ensure you use a solid naming convention to allow for the SSP Name to support the easy association.

SSP Database Each SSP requires a database for service specific data. specify the credentials that will be used to connect to the SSP Database. Use of Windows authentication is strongly recommended. SSL for Web Services Use Secure Sockets Layer (SSL) to protect communications to and from Web services. NOTE: Changing the index server will reset the index. To use SQL authentication. Use of Windows authentication is strongly recommended. To move the index without a reset STSAdm must be used. a separate database is required for frequently changing search related data. Refer to the Office SharePoint Server TechCenter on TechNet for advanced scenarios where specifying database information is required. you must add the certificate on each server using the IIS administration tool. the Web services will not be available. Use of the default database server and database name is recommended for most cases. Specify the path on the index server where the indexes will be located. Until this is done. NOTE: If you choose to use SSL. Aivea Proprietary Information . Index Server Select the index server which will crawl content in all Web applications associated with this SSP. specify the credentials that will be used to connect to the SSP Database Search Database In addition to the SSP database. Use of the default database server and database name is recommended for most cases. Refer to the Office SharePoint Server TechCenter on TechNet for advanced scenarios where specifying database information is required. To use SQL authentication.

it is recommended to leave this enabled at all times. however for higher level of security as 30 minute setting is recommended. Timeout Specify the duration (in minutes) after which the session should timeout. 2.5.5.5.4 Configure session state Use this options to configure the session state stores specific user session information and is required for some Office SharePoint Server applications.2 Grant or configure shared services between farms It is recommended to use this page to configure shared services between server farms allows Web applications from one server farm to use shared services from another server farm Farm Configuration Select how this farm participates in inter farm shared services. By default it is set to 60 minutes. The following issues were found in your farm. Enable Session State. Aivea Proprietary Information . Example: 2. It is enabled when a Shared Service Provider is created.2.3 Check services enabled in this farm Use this page to check for any errors of services within your farm.

2.1 Security for Web Part pages Use this options to configure the session state stores specific user session information and is required for some Office SharePoint Server applications. a site collection must be at the root level of the Web application. Web Application Select a Web application. Users can search.2. so any user or group assigned to that permission level can create a subsite of that site. This is due to security concerns. Web Part Connections This options will allow you to specify whether to allow users to connect Web Parts by passing data or values from a source Web Part to a target Web Part.2 Self-service site management You can enable users to create their own top-level Web sites by using the Self-Service Site Management page. and preview Web Parts and add them to Web Part Pages. Enable Self-Service Site Creation It is recommended to have this option set to Off. Online Web Part Gallery It is recommended to prevent users from accessing the Online Web Part Gallary. 2. This will lessen the amount of overhead administration. you may need to specify some additional settings to enable the online Web Part gallery.6 Application Security Use this section to configure the security for specific Web applications. It is recommended to allow users to create connections.6. Learn about specifying a proxy server. Self-Service Site Creation allows users with the Aivea Proprietary Information . browse. Web Application Select a Web application.6. This options specifies whether to allow users access to the online Web Part gallery. NOTE: If your server is behind a proxy server or firewall. NOTE: Users can also create subsites of any site for which they have the Create Subsites permission. It is enabled when a Shared Service Provider is created. To turn on the Self-Service Site Management feature for a particular Web application. The Create Subsites permission is included in the Full Control permission level by default.

NOTE When you enable Self-Service Site Creation.aspx). The announcement provides a link to the site creation page (scsignup."Use Self-Service Site Creation" permission to create sites in defined URL namespaces. To require users of Self-Service Site Creation to supply a secondary contact name on the signup page. Example: http://server_name/_layouts/scsignup. an announcement will be added to the Announcements list on the home page of the top-level Web site in the root site collection for the Web application. select Require secondary contact. Aivea Proprietary Information .aspx in the _layouts directory.

Permissions It is recommended to leave all permissions levels enabled. To enable a permission. This will allow for the highest level of flexibility when creating functional security groups.2. It is enabled when a Shared Service Provider is created. Use the check boxes to specify which permissions can be used in permission levels within this web application. select the check box next to the permission name. clear the check box next to the permission name. Aivea Proprietary Information . Web Application Select a Web application. or granular secuity groups around job duties. To disable a permission.3 User permissions for Web application Use this options to configure the session state stores specific user session information and is required for some Office SharePoint Server applications. Use the Select All check box to select or clear all permissions.6.

if additional Web applications are deployed to support site-collections these optios may be considered. This is done if Security is not being managed at the Site Collection level. 2. group names. Our recommendation is having only one Web application for all sites. Select the Zone The security policy will apply to requests made through the specified zone. To apply a policy to all zones. Separate with semi-colons.4 Policy for Web application Use this option to create unique security policies for each Web application.6. All zone policies are only valid for Windows users. Aivea Proprietary Information . Choose Permissions This option allows you to specify the specific permission set to apply. Anonymous User Policy As it is not recommended that anonymous user access be enabled. Choose Users You can enter user names.1 Add Users Web Application Select a Web application. The default recommendation for this deployment will not require any changes to these options.4. this will not active or greyed out by default.2. select "(All zones)". If you choose to make changes please follow the recommendations below. or e-mail addresses.6.

6.6.5 Authentication providers Use this options to add additional authentication methods to your Web application. Aivea Proprietary Information . Learn about configuring authentication. If Kerberos has been enabled at a later time. This option also gives the capability to edit the existing authentication method for each Web application. Anonymous Access You can enable anonymous access for sites on this server or disallow anonymous access for all sites.4.config file for this zone. IIS Authentication Settings NTLM is configured by default with this deployment. Authentication Type Choose the type of authentication you want to use for this zone. NTLM authentication will work with any application pool account and the default domain configuration. As following the recommendations this option will not need to be changed. Enabling anonymous access allows site administrators to turn anonymous access on.2 Creation Unique Permission Levels This option will not be utilized in this deployment. 2. If method is changed please follow the next steps.6.1 Changing Web application authentication Choose the desired Zone in which you want to alter.2.5. however the usage of this if Web application level of security is implemented at a later time. Disabling anonymous access blocks anonymous users in the web. this option may be different then the screen shot provided. Web Application Select a Web application. This by default should not be enabled at anytime. Manage Permission Policy Levels Use this to create granular permission levels beyond the defaults available. 2. It is recommended to not adjust these unless a unique security need is determined. Zone These authentication settings are bound to the following zone. Kerberos requires the application pool account to be Network Service or special configuration by the domain administrator.

Aivea Proprietary Information .Client Integration It is recommended to leave Client Integration on for all Web applications. Disabling client integration will remove features which launch client applications. and Shared Service Providers with Search Enabled.7 Search 2.1.1 Farm-Level Search Service The Manage Search Service area of Search allows for the configuration of three main functions. Farm-Level Search Settings. Some authentication mechanisms (such as Forms) don't work well with client applications. 2.1 Manage search service The Manage Search Service area of Search allows for the configuration of three main functions.7.1 Farm-level search settings Contact E-mail Address Specify an e-mail address that external site administrators can contact if problems arise when their site is being crawled. Farm-Level Search Settings. Query and Index Servers. 2. In this configuration.1.7. and Shared Service Providers with Search Enabled. users will have to work on documents locally and upload their changes.7. Query and Index Servers.1. 2.

Crawler impact rules define the number of documents to request simultaneously and the amount of time to wait between requests during an update of a content source. Timeout Settings Type the amount of time that the search server will wait while connecting to other services. This should be used to lessen the impact of a document heavy site during your crawls. 2. request fewer documents simultaneously or set a delay between requests.7. 2.2. This can be altered later to optimize the impact of the crawl. It is recommended for best performance to use a 60 second timeout and acknowledgement time.7.2 Crawler impact rules Use this page to manage crawler impact rules. So this option should not be adjusted per our recommendation.1. Aivea Proprietary Information .1. Do not include the protocol (for example 'http://').1. A setting of 8 documents at a time is considered best practice.1 Add Rule Site Type the name of a site.1. Request Frequency Indicate how the crawler will request documents from this site.Proxy Server Settings It is recommended not use a Proxy server. For minimal impact.

Select the SSP link to go the the SSP window.3 Shared Service Providers with Search Enabled This area will identify the SSP assigned to your Search Service.1. next to the Search service.1.7.7. To access the Search service to change configuration. select the Office SharePoint Server Search Indexing and Query. This will take you back to the Service configuration window. in addition provide a dynamic link to the service. 2.2 Query and Index Servers This option will allow the configuration or addition of additional Query and Index Servers. Aivea Proprietary Information .2.

By default these workflows cannot add code. User-Defined Workflows We are recommending that users cannot assemble new workflows out of building blocks deployed to the site. Workflow Task Notifications Set options for how users without access to the site are notified of pending workflow tasks. They can only reuse code already deployed by the administrator. This provides them a notification. that can be used to either correct the action.8.1 Workflow Settings Use this options to will give you the ability to change global workflow settings below.2. or request rights to the site. Web Application Select a Web application.8 Workflow Management 2. It is recommended to allow alerts to be issued to users who do not have access to the site. However it is recommended that only workflows deployed by the administrator be used. Aivea Proprietary Information .

and Web service hosting used by shared services. SSPs provide the infrastructure .1 Managing Farm’s Share Services From this page. and reconnect the pieces of an SSP as part of database recovery. descriptive name for this Shared Services Provider. Warning: this configuration page is not encrypted for secure communication. The major services that are handled by the SSP are:  Profiles and Audiences  My Sites  Search  All of Excel Services  All of the BDC (Business Data Catalog) 3. A Web application is required for the SSP administration site. this is critical if additional SSP’s are created overtime. Select an existing Web application from the list or click "Create a new Web application". and admin pages .databases. control which SSP is used by each Web application. SSP Name Specify a unique. the admin site. passwords. create new SSPs. Aivea Proprietary Information .for shared services. It is recommended to use a descriptive name identifying the association. Web services. and any other information will be sent in clear text.2 Creating a New SSP The Shared Services Provider (SSP) is the set of resources such as databases.1.1. For more information. It is recommended to use existing Web Applications as this limits overhead. User names.3 Shared Services Administration Use this page to manage shared services providers (SSPs). contact your administrator. 3.

specify the credentials that will be used to connect to the SSP Database. and will only be visible by Farm Administrators. Example: _Shared_Services Use of Windows authentication is strongly recommended. Example of the credential naming convention: SQLAdmin or DBAdmin Search Database In addition to the SSP database. This is a multiple reasons for this. If alternate servers are needed to be implemented for this ensure the SSPAdmin account has the appropriate privileges for administration. a dedicated Web application will not impact general performance of your Site Collections. Second is to limit impact of performance. Use of the default database server and database name is recommended for most cases. In addition this allows for the backup and restore My Sites independently. Aivea Proprietary Information .NOTE: For server farm installations. This Web application will be used to host personal sites and profile pages. SSP Service Credentials Specify the credentials for the SSP Web services to use for inter-server communication and for running SSP-scoped timer jobs. This account is only used for SSP administration. To host My Sites at a location other than the root. As My Sites will be more active. My Site Location A Web application is required for My Sites. this is a secure page. It is recommended that a new Web application is created for My Sites. allowing the SSP to administrated independently of the My Sites. First is that this allows for a higher level of security. change the Relative URL. Users will be able to navigate to the SSP administration site by typing this Web site address (URL) that you see on the screen into their browsers. a separate database is required for frequently changing search related data. Example: SSPAdmin or SSPAdministrator SSP Database Each SSP requires a database for service specific data. Database name should be easily identifiable in comparision to other SharePoint databases. For higher level of security the use of the SQL authentication can be utilized. It is recommended to have an independent account for SSP administration. the selected Web application cannot have an application pool that uses Network Service as its process account.

To move the index without a reset STSAdm must be used. NOTE: Changing the index server will reset the index. If additional servers are running the Index Service. the Web services will not be available. If OK is selected you will need to ensure to fully configure your new SSP. Specify the path on the index server where the indexes will be located. Example of the credential naming convention: SQLAdmin or DBAdmin Index Server Select the index server which will crawl content in all Web applications associated with this SSP. and ensure all other Central Administration configurations comply with the new association. Until this is done. SSL for Web Services Use Secure Sockets Layer (SSL) to protect communications to and from Web services. specify the credentials that will be used to connect to the SSP Database. Aivea Proprietary Information . Database name should be easily identifiable in comparision to other SharePoint databases. Example: _Shared_Services_Search Use of Windows authentication is strongly recommended. or subsiquent configuration changes. If this is the first SSP you have created you will not get this warning. WARNING: This warning is an advisory that prior association to another SSP has been configured. you must add the certificate on each server using the IIS administration tool. For higher level of security the use of the SQL authentication can be utilized. If alternate servers are needed to be implemented for this ensure the SSPAdmin account has the appropriate privileges for administration. You should only get this warning if the associated has been established during the intial configuration. then the drop down will allow the selection of a specific resource. This should be accessible by SharePoint. and have adequate space for future growth of the index logs. If only one server is running the Index Service this option will be greyed out.Use of the default database server and database name is recommended for most cases. NOTE: If you choose to use SSL. As this is not being utilized in this deployment this option should remain No.

Users will be able to navigate to the SSP administration site by typing this Web site address (URL) into their browsers. 3. must be accessible for many features to work correctly. Web applications are automatically associated with the default SSP to ensure access to shared farm services. Shared Services Provider Select the shared services provider with which Web applications will automatically be associated.4 Change Associations The association defines which shared services are used by a Web application. 3. passwords. that site will be used as this SSP's administration site. 3. A Web application may be associated to one SSP. User names. Warning: this page is not encrypted for secure communication.Your new SSP should now be listed in the Manage this Farm’s Shared Services window. and any other information will be sent in clear text.3 Change Default SSP Shared farm services. Web applications Select the Web applications which will be associated with the selected shared services provider. For more information. If the Web application you select contains an SSP site. Shared Services Provider Select the shared services provider with which the Web applications will be associated.1. Select an existing Web application from the list or click "Create a new Web application".1. such as Search. NOTE: For server farm installations. contact your administrator. the selected Web application cannot have an application pool that uses Network Service as its process account. Aivea Proprietary Information . This name will be used to identify this SSP in administration pages.5 Restore SSP Use this page to create a Shared Services Provider using an SSP database that you have restored from a backup. but each SSP may have multiple Web applications associated with it. SSP Name Specify a unique. descriptive name for this Shared Services Provider.1. A Web application is required for the SSP administration site.

Aivea Proprietary Information . Until you restore personal sites to the selected Web application. Refer to the Office SharePoint Server TechCenter on TechNet for advanced scenarios where specifying database information is required. This database must already exist. To use SQL authentication. you can create a new Web application for hosting personal sites. To use SQL authentication. which may be located on the original farm. the restored SSP will continue to use the existing location. specify the credentials that will be used to connect to the SSP Database. a separate database is required for frequently changing search related data. Use of Windows authentication is strongly recommended. Specify the server and name of the database this SSP is to connect to. Alternatively.My Site Location A Web Application is required for My Sites. specify the credentials that will be used to connect to the SSP Database. You can also select an existing Web application on this farm where you have already restored personal sites. Search Database In addition to the SSP database. This Web application will be used to host personal sites and profile pages. SSP Database Each SSP requires a database for service specific data. SSP Service Credentials Specify the credentials for the SSP Web services to use for inter-server communication and for running SSP-scoped timer jobs. Use of the default database server and database name is recommended for most cases. By default. new personal sites will be created when users try to access them.

SSL for Web Services Use Secure Sockets Layer (SSL) to protect communications to and from Web services. the Web services will not be available.Index Server Select the index server which will crawl content in all Web applications associated with this SSP. profiles. To move the index without a reset STSAdm must be used. the administration of the following areas can be addressed:  User Profiles and My Sites  Search  Excel Services Settings  Audiences  Office SharePoint Usage Reporting  Business Data Catalog 3. you must add the certificate on each server using the IIS administration tool. and My Sites. and have adequate space for future growth of the index logs. Until this is done. If only one server is running the Index Service this option will be greyed out. If additional servers are running the Index Service. NOTE: Changing the index server will reset the index. NOTE: If you choose to use SSL. As this is not being utilized in this deployment this option should remain No. Aivea Proprietary Information . Specify the path on the index server where the indexes will be located.1 User Profiles and My Sites This section should be used to customize your personalization.2. This should be accessible by SharePoint. 3. then the drop down will allow the selection of a specific resource.2 Shared Services Administration: Main Screen From this page.

1.1.1.2.1 User profiles and properties User profiles provide detailed information about individuals in your organization. User profiles are presented to users in three distinct views:    The personal view shows the user his or her properties and related items that only he or she can see.3 View user profiles Use this page to manage the user profiles in this Shared Service Provider.2.2 Add user profile Use this page to add a user profile by typing manual values to create a profile. This also allows the review of Active accounts.2. The public view shows users the profiles of other users. 3. From this page you can also manage a user's personal site.1. Aivea Proprietary Information . The edit view appears when changes are being made to a user profile. as well as documents and other items related to that user.3. 3.1. and Profiles Missing from Import.1.1 Refresh This option is used to refresh the Settings menu. A user profile organizes and displays all of the properties that are related to each user.1. 3.2. this is done for accounts that are not imported into SharePoint.

1.5 Start full import This option allows the forces start of a full import of profiles. Perform a full import regularly so that users who have been deleted from data source can be removed from the user profile database.2. Incremental Import Schedule Specify when and how often to import information about users whose records have changed since the last update.3. It is recommended to do a incremental update daily during normal updates and backup times.1. the account must have the Replicate Changes permission for Active Directory directory services provided by Windows 2000 Server. This is recommended to be used if a schema change has been applied to the Active Directory. Default Access Account Enter the account name and password for a default account that can access the source. Contact the domain administrator to request the proper security changes.2. That permission is not required for Windows Server 2003 Active Directory. This will need to be defined prior to configuring the remainder of the import. When choosing Use Default Content Access Account verify that the account has access to the source. Full Import Schedule Specify when and how often to import the complete user data set. LDAP Directory and the Business Data Catalog. It is recommended to do a full update weekly.1. NOTE: For an Active Directory directory service connection that enables "Server Side Incremental". Use this page to manage the list of connections to import sources such as Active Directory. This should match your desired import and backup routines that you perform. 3. The default account will be used for connections that do not specify an import access account. Aivea Proprietary Information .1.4 Configure profile import Use this page to configure settings for importing user profiles from Active Directory or LDAP compliant directory service. you must have detailed information about your directory service structure and the correct syntax for mapping properties. Source Important: To successfully complete this task.

2.8 View import log Use this page to review crawl logs.1.2.3. Critieria can be applied to only look at specific logs of interest.1. Aivea Proprietary Information .1.2. LDAP Directory and the Business Data Catalog. 3. This use is recommended if significant changes have been made and an immediate update to the profiles is needed.1.7 View import connections Use this page to manage the list of connections to import sources such as Active Directory.2.2 User Profile Properties Use the below links to manage the properties of user profiles.6 Start incremental import This option allows the forced start of a incremental import. 3.1. 3.1.1.

The option to allow the user to override should not be selected by default. it is recommended not to enable this option. whether the property is displayed on the Edit Details page.2. This will be dependent on the property being created. The name will be used programmatically for the property by the user profile service. Policy Settings Specify the privacy policy you want applied to this property. the default privacy must be set to Everyone and the User can override check box must not be selected. and whether changes to the property's values are displayed in the Colleague Tracker web part. NOTE: These display settings will obey the user's privacy settings. while the display name is the label used when the property is shown.1 Add profile property Use this page to add a property for user profiles. Display Settings Specify whether or not the property is displayed in the profile properties section on the My Site profile page. Select the Replicate check box if you want the property to display in the user info list for all sites. It is recommended to give as detailed as possible descriptor to eliminate any possible confusion or misunderstanding about the desired content requests. Edit Settings It is recommended not to allow user to change the values for properties in their user profile. Location User Description Specify a description for this property that will provide instructions or information to users. After the property is created the only property setting you can change is the display name. Aivea Proprietary Information .3. This option allows for the allowance of such a request. To replicate properties. Organization. Property Settings Specify property settings for this property. This description appears on the Edit Details page.1. Examples: Functional Unit.2. Site.

Alias properties must be public.1. you will be able to read and import directory attributes that are not normally viewable by all users. Property Import Mapping Specify the field to map to this property when importing user profile data. Mapped properties cannot be modified by users. Profile properties can also be mapped to Application Entity Fields exposed by the Business Data Catalog.2. NOTE: The selection of directory service properties is disabled because the portal is in an untrusted domain or no directory service import is configured yet. you will be able to read and import directory attributes that are not normally accessible by users. targeting items to a user. Only index a property if it will contain relevant information for people finding or if you want the data displayed in people search results. organize. Indexed properties are crawled by the search engine and become part of the People search scope schema. or displaying items in the Documents Web Part of the personal site for a user. Aivea Proprietary Information .Search Settings It is recommended to have all properties Indexed by default. Profile properties can be mapped to Active Directory or LDAP compliant directory services. Mapping a multi-valued field to a single value property is allowed. 3. When importing from a Business Data Catalog source you can import data from associated entity fields by selecting the association. If you are using a high privilege account for profile import. delete or map user profile properties. Aliased properties are treated as equivalent to the user name and account name when searching for items authored by a user. SECURITY NOTE: If you are using a high privilege account to import.2 View profile properties Use this page to add. importing will attempt to get only the first value.2. edit. make sure the appropriate default privacy setting is selected. NOTE: The selection of directory service properties may be disabled if the shared service provider is in an untrusted domain or if profile import is not configured.

create a new site collection at the desired location using the My Site Host site template. These settings will affect user profiles and My Sites. These settings will only effect My Sites on this specific Shared Service Provider. Personal Site Services Setting a personal site provider allows you to use a designated site to host personal sites. All users accessing personal sites for this Shared Service Provider will be automatically redirected to the server you specify. NOTE: To change the location hosting personal sites. you must manually transfer their contents to the new location. default privacy setting.2. default privacy setting. Aivea Proprietary Information .2. and whether or not the user can change the privacy setting for items of this type. These settings will affect user profiles and My Sites.2. 3.For adding a new property see the previous section and Adding a New Property. 3.2 Profile services policies Use this page to manage the policy for Profile Services. If there are any existing personal sites. Select the policy.2. Policy Settings You can specify the privacy policy.3 My Site Settings Use this page to manage the policy for Profile Services. and whether or not the user can change the privacy for this item.1 Edit Policy Specify the policy you want applied to this item. 3. Preferred Search Center Setting the preferred search center allows you to control which search center users are taken to when they execute a search from the My Site profile page.

Personal Site Location Select the location at which to create personal sites. Recommended Example: personal_site Existing personal sites will not be affected. Site Naming Format Select the format to use to name new personal sites. Recommended that you use the first option User name (do not resolve conflicts). Existing personal sites will not be affected. Language Options This option will allow you the option to select whether users are allowed to choose the language of their personal site. It is not recommended that this is selected unless the staff is fully versed in the languages, this will eliminate confusion or possible future issues.

The list of languages offered to users will correspond with the installed language packs on the hosting server. Multiple Deployments It is recommended that this option be used. However, it is recommended that you implement a profile replication solution before enabling My Site to support global deployments. Without a profile replication solution in place users that have their My Site hosted on a different Shared Service Provider will have a disconnected user experience. Multiple My Site deployments can exist in the same environment allowing for specific users to have their My Site hosted by a different Shared Service Provider, this is common with global deployments. When a user's My Site is hosted by a Shared Service Provider other than this one, that user will be blocked from using My Site related personalization features provided by this Shared Service Provider. The loss of functionality includes the ability to add users to their Colleagues list, the use of My Links and viewing people search results grouped by social distance. Enabling My Site to support global deployments, will allow a users who's My Site is hosted by a different Shared Service Provider to perform actions such as adding colleagues and links to their default My Site and viewing people search results grouped by social distance. To associate specific users with different Shared Service Providers use the Trusted My Site hosts list.

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Default Reader Site Group Enter the accounts that will be added as Readers in the personal site when it is created. Verify that the accounts have the correct Personalization services permissions to use personal features and create personal sites. Also, verify that the public page has the correct permissions by browsing to the permissions page on the My Site Host. NOTE: Changes to the default reader site group will only affect personal sites created after the change.

3.2.4 Trusted My Site Host Locations
Use this list to identify trusted My Site host locations, serviced by other Shared Service Providers. Apply audiences to identify which user's My Sites are hosted in that location.

This used when Multiple Deployments has not been enabled or configured. If that option is being utilized this option does not need to be configured.

3.2.5 Published links to Office client applications
Use this list to publish links to SharePoint sites and lists when opening and saving documents from Office client applications. Links published here will show up under the My SharePoints tab when opening and saving documents . Use audiences to specify if a link should only be published to a specific set of users.

It is recommended to use this to lessen the impact of navigation, also can be utilized for specific groups to allow for team, group, or project specific publishing locations.

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3.2.6 Personalization site links
Use this list to add personalization site navigation links to the My Site horizontal navigation bar. Links added here will show up as navigation links between My Home and My Profile on the navigation bar. Use audiences to specify if a link should only appear for a specific set of users.

3.2.7 Personalization services permissions
Use this page to control access to Shared Service Rights. Includes the linking to additional permissions configuration screens. The defaults applied here at the time you configured your SSP are the recommended settings to leave in-place.

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3.1. or delete content sources.3.3 Search This section is utilized in the configuration and reporting of your Search for SharePoint.1 Search settings This section is utilized in the configuration and reporting of your Search for SharePoint. and Search usage reports. Search settings.1 Content sources and crawl schedules Use this page to add.3. and Search usage reports. Search settings. 3. It is broken into two functional areas.1. and to manage crawls. It is broken into two functional areas.3.1. It is broken into two functional areas.3. Search settings. 3. edit. Aivea Proprietary Information . and Search usage reports.1 Crawl Settings This section is utilized in the configuration and reporting of your Search for SharePoint.

3.3.1.1.2 New Content Source
Use this page to add a content source. Name Type a name to describe this content source. Content Source Type Select what type of content will be crawled. NOTE: This cannot be changed after this content source is created since other settings depend on it. There are 5 basic options for crawl sources:  SharePoint Sites  Web Sites  File Shares  Exchange Public Folders  Business Data Depending on option that you select you will need to populate the desired fields. This will also dynamically change the Start Addresses option and Crawl Settings below. Staggering your crawl schedules and grouping based on availability and priority is of the upmost importance. To limit the impact on your Index Server, and provide high availability to search results is critical. Start Addresses  SharePoint Sites Type the URLs from which the search system should start crawling. This includes all Office SharePoint Server sites and Windows SharePoint Services sites. It is recommended that you group like higher availability sites. This allows for schedules to be tailored around the content sources. In addition sites with content that is not updated regularly can be set to a limited schedule to not impact the daily operation. Crawl Settings Specify the behavior for crawling this type of content. This is the recommended option for most sites. Selecting to crawl everything under the hostname will also crawl all the SharePoint Sites in the server.

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Web Sites Type the URLs from which the search system should start crawling. It is recommended that you group like web sites, or higher availability sites. This allows for schedules to be tailored around the content sources. This includes any content, from a single web page to an entire web site. Crawl Settings Specify the behavior for crawling this type of content. It is recommended to crawl only within the server of each starting address, unless you can validate where the hops to other servers will be directed. Page depth specifies how far to follow each series of links, starting from each link in the content source . Server hops occur when a link from on Web site leads to a site/page on another server.  File Shares Type the URLs from which the search system should start crawling. This includes contents of a file share, such as documents and other files. Security that is applied to file shares should be taken into consideration prior to performing this action. Crawl Settings Specify the behavior for crawling this type of content. It is recommended to crawl the subfolders only if you know the content of the folders. As this can expand the volume of miss hits, or miss categorized files. Choose which folders to include in the crawl.

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 Exchange Public Folders Type the URLs from which the search system should start crawling. Multiple folders can be defined in one schedule, this allows for independent schedules for multiple users or folders. This adds to the ability to provide higher availability to key exchange data. This includes messages, discussions and collaborative content. Crawl Settings Specify the behavior for crawling this type of content. It is recommended to crawl the subfolders only if you know the content of the folders. As this can expand the volume of miss hits, or miss categorized files. Choose which folders to include in the crawl.  Business Data Catalog

Select whether to crawl all applications in the Business Data Catalog, or include only selected applications in this content source. It is critical to understand the content that is stored in your Business Data Catalog; as the option to crawl entire, can impact your performance of your Index Server depending on load. If you can break out each application or structure your schedules to limit impact this is recommended. An application may be included in only one Business Data content source. Applications Select whether to crawl all applications in the Business Data Catalog, or include only selected applications in this content source. Before selecting to crawl an entire BDC, ensure the total volume of the data is appropriate for your requirements. It is the recommended setting. An application may be included in only one Business Data content source.

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3. It is recommended only to force a full crawl if a major change has been applied to an existing schedule. or the need for the search data mandates its immediate need. Start Full Crawl Select "Start full crawl of this content source" and click "OK" to start a full crawl of this content source. It is recommended to define a Full and Incremental crawls for all sources. Create Schedule This option can be chosen for either the Full or Incremental Crawls.3 Manage Crawl Rules Use this page to include or exclude paths from being crawled and specify authentication accounts.1.1. and routine every 15 and 30 increments. Aivea Proprietary Information . It is recommended you create unique schedules to best approach your data sources. 3. It is not recommended to force a full crawl during operational hours. The order listed is the order in which the rules are applied while content is being crawled. Overlap or heavy indexing during operational hours is not recommended and full or multiple indexes should not be ran at the same time to lessen the overall burden on the Index Servers. Common schedules include a daily.Crawl Schedules Select the crawl schedules for this content source. or during a period when the impact could burden operational readiness.

ensure you are aware the application of this wildcard states all items within and sub of this location will be effected.3.1.1. Exclude: This option allows the exclusion of content under a site or structure that could be currently indexed. This includes the ability to search links without including the content. This will limit the possibility of overlapping or redundant rules being implemented. Include: This option is used to allow the expansion or handling of common indexing exceptions. This allows for specific targeted exclusions of sensitive data or information. If your choosing to use the * in your path.3.   Aivea Proprietary Information .1 Add Crawl Rule Test Path Use this option to test a url link and determine if a current rule currently supports the request. Path Type the path affected by this rule.3. or SharePoint sites that employ the use of links lists as a method of navigation. This is commonly used for outside websites. Crawl Configuration Select whether items in the path are excluded from or included in the content index.

This option is a server specific credential. Aivea Proprietary Information .3.   3.Managing Use this page to specify file types to include in the content index. or may impact the performance of your index. Specify client certificate. This is critical to update this with new file types.  Use the default authentication. the authentication option will only be active if defining an inclusion option. It is recommended this only be used if the content resides on that server.1.Specify Authentication Type an account name and password for an account that can access the content specified. this should be only used if the content rule is focusing on content on the SharePoint server itself. This options should be content specific such as a Content Admin. or files that do not have indexable content may cause bad results. These options will be grayed out if the configuration options is and exclusion. Any file type not included in this list will not be included in the index process. This is the SharePoint server administrator credentials. or unique file types that are specific to your organization or not present on this list. Specify a different content access account.1. It is not recommended to include all file types.4 File Types . or account created in AD specifically for this and other similar crawl rules. as databases.

Warnings. Reporting cannot be exported out from this screen. Changes to properties will take effect after the next full crawl. It is critical to avoid crawling unpublished versions of documents.1. Use this page to create and modify managed properties and map crawled properties to managed properties.3. Additional logs are available by selecting the Hostname of interest.7 Metadata Property Mappings Crawled properties are automatically extracted from crawled content. Users can perform queries over managed properties. and Totals for specific crawl sources. 3.6 Default Content Access Account Specify an account to use as the default account when crawling content.3.3.5 Crawl Log This log and reporting feature. Errors. This account must have read access to the content being crawled. Additional filtering and sorting conditions can be applied to locate target specific information.1. It is recommended that a specific AD user account should be created for this process. provide the administrator a method to locate Successful Crawls.1. 3.1.1. however content can be printed or saved via the browser being utilized. Examples: ContentAccessAdmin or ContentAdmin This is also crucial as the deactivation or changing of passwords on this account could have substantial effects to the access of the data.3. ensure that this account is not an administrator on the target server. Aivea Proprietary Information . In addition review of the site can be done by selecting the URL of the item.1.

and select the type of information you want to store in this property.1 New Managed Property Use this page to view and change the settings of this property. Mappings to crawled properties A list of crawled properties mapped to this managed property is shown. A managed property can get a value from a crawled property based on the order specified using the Move Up and Move Down buttons or from all the crawled properties mapped. Also identifying the type of information is being provided in the property itself. This will be populated after the property goes live.1.7. Content using this property This section displays the number of items found with this property. Aivea Proprietary Information . This will be grayed out during initial configuration of the property. map it to a managed property. Name and type Type a name for this property. General default is Text for most properties. Description should be detailed in providing a understanding of the function of the property. You may need to contact a additional source of information if you are not sure of the property type.3.1.3. Property name needs to be unique for each property. To use a crawled property in the search system.

however the recommendation is to include the field if you believe it will be a property used in the Advanced Search feature of SharePoint Search. This will be property specific.Use in scopes Indicates whether this property will be available for use in defining search scopes. Aivea Proprietary Information .

This is recommended if you have a corrupt Index.1. Example: http://.1. This is recommended to be used if a source or URL is included that should be invisible to the search results. Activating them before a crawl is complete may result in excessive alerts being sent to subscribers.3.doc Crawl rules will be created to exclude the specified URLs from future crawls.8 Metadata Property Mappings Use this page to create server name mappings to override how SharePoint Portal Server displays search results or how users access content after you crawl some documents 3. After a reset.3.1. 3. Search-based alerts must be activated to enable users to subscribe to and receive them.1. To undo this action.gov/finance/executivepay. It is recommended that you deactivate search alerts during the reset so as to prevent alerts subscribers from receiving unwanted e-mail. 3.1. they should be reactivated when the crawl is completed.9 Search-based Alerts Use this page to activate or deactivate Search-based alerts.10 Search Result Removal URLs To Remove Type the URLs you want to remove from search results.3. Aivea Proprietary Information . delete the crawl rule and start a full crawl of the content source with which this URL was crawled.1.11 Reset Crawled Content Resetting the crawled content will erase the content index.3. It is recommended that this remain active.1. These URLs will be removed from search results immediately. search results will not be available until crawls have been run.1.3. They are Active by default. or a significant change has been applied to Search Settings that is forcing the re-index of all content sources. NOTE: If Search-based alerts are deactivated during catalog reset.

3. or choose to use the default.2 Scopes This section is utilized in the configuration of Scopes for your Search for SharePoint.2.3. Aivea Proprietary Information . It is recommended that the use of the default page be applied to all scopes.1.1 Create Scope Title and Description Type a unique title and description for your scope. It is broken into two functional areas.3.1. Target Results Page Specify a specific search results page to send users to for results when they search in this scope.1. The title is displayed in the search dropdown. The order in which the search scopes appear in this list is the order in which they will appear in the search scope list next to the Search box. 3.1 View/ Create Scopes Use this page to view and manage search scopes.1. search results pages. and elsewhere. unless the intent is to direct to a specific Search Results page due to sensitivity of the content or the intent is to promote a specific resource.2. View and Create Scopes.3. advanced search. and Scope reports.3.

3.2. This is recommended to be used if significant additions or changes have been made to Scope configurations. Aivea Proprietary Information . and Search usage reports.1.3.2 Update Scopes/Updating Use this feature to force a manual update of Scopes.3 Authoritative Pages This section is utilized in the configuration and specification of Authoritative Pages in Search for SharePoint.3.1. 3. Search settings. It is broken into two functional areas.

3. Example: entering http://archive/ will demote the rank of all URLs that begin with http://archive/. If unchecked. Type the URLs of those sites here. Search Queries Search Results Aivea Proprietary Information .3. There might be many authoritative Web pages in your environment. and Adobe PDF format. URLs typed in this section are treated as prefix matches. These reports can be exported out in both Excel. You also have the option of specifying second and third-level authorities in the lower text boxes. Search Reports are broken into two categories. one per line. Use this in the intentional demotion of non-critical or crucial search results. Refresh Now? Ranking re-calculation will start as soon as you click OK. Common usage is to focus on Archive locations or File Shares that are nonessential. This information should be utilized to make your Searching more effective. Enter one full URL per line.3. Example: http://intranet/site-directory. Non-authoritative Sites You can specify that all content from certain sites be ranked lower than that of all other sites. Recommended this be used when trying to promote HR. Search uses this list to calculate the rank of every page in the index.html. Finance.1 Specify a new Authoritative Pages Use this page to specify authoritative Web pages. and index process. Authoritative Web Pages Authoritative pages are those that link to the most relevant information. Search uses these lists to enhance the overall ranking of results.2 Search usage reports Use Search usage reports to review key data on usage and reporting focused on Search. This is commonly unchecked and performed with the general schedule updates.3. ranking calculations will occur later according to a predetermined schedule. Type the most valuable in the topmost text box.1.3. or specific important file locations within search results.

3.3. and have five general reports that can be generated.      Queries Over Previous 30 Days Queries Over Previous 12 Months Top Query Origin Site Collections Over Previous 30 Days Queries Per Scope Over Previous 30 Days Top Queries Over Previous 30 Days Aivea Proprietary Information .2.1 Search Queries Search Queries focus on query results.

3.2 Search Results Search Results focus on results.3. and have five general reports that can be generated.      Search Results Top Destination Pages Queries with Zero Results Most Clicked Best Bets Queries with Zero Best Bets Queries with Low Clickthrough Aivea Proprietary Information . so it is recommended to set a manual date in the Search Administrators calendar to perform a save out of all significant reports. Reports are displayed only for the previous 30 days.2.

business planners. Aivea Proprietary Information . Using Excel Services. 3. This uses the Web application credentials to access the file. or there might have been insufficient usage to result in any values for the report.1 Edit Excel Services Settings This section is utilized in the configuration of Excel Services. communication and web service settings. you can easily reuse and share Excel workbooks on Office SharePoint Server 2007 portals and dashboards. Security Excel Services authentication. This shared service enables you to load.NOTE: No data is available for some reports as Usage analysis might have been enabled only recently. NOTE: You can control which data is displayed.4.  Connection Encryption It is recommended to set to Not required as this will not be necessary as the data is not being presented to an outside source. or engineers can create content in Excel and share it with others by using an Office SharePoint Server 2007 portal and dashboard—without writing custom code.4 Excel Services Settings This section covers the configuration of your Excel Services. Example: Financial analysts. and you can maintain a single version of your Excel workbook. It is recommended that Excel Services be utilized only in mission critical areas. calculate.  File Access Method It is recommended the usage of Process account for access. 3. and display Excel workbooks on Office SharePoint Server 2007. It is critical that Excel Services is enabled in the Server Services to utilize this functionality. or reporting as it takes significant server resources to support this function.

Aivea Proprietary Information . It is recommended that you do not adjust this setting during the initial configuration. Revisit this option if needed after performance has been validated. This is premature optimization. It is recommended that you do not adjust this setting during the initial configuration. It is not recommended to assign a Unattended Service Account to your Excel Services. Revisit this option if needed after performance has been validated. and could be counterproductive or cause issues. This is premature optimization. and could be counterproductive or cause issues. We recommend the usage of configured Data Connections. and could be counterproductive or cause issues. This is premature optimization. Session Management Behavior of Excel Calculation Services sessions. and Data Connection Libraries. Workbook Cache Settings related to caching workbook files on disk and in memory. It is recommended that you do not adjust this setting during the initial configuration. This is premature optimization. Revisit this option if needed after performance has been validated. Memory Utilization Allocation of memory on Excel Calculation Services. and could be counterproductive or cause issues. It is recommended that you do not adjust this setting during the initial configuration.Load Balancing Load balancing of Excel Services sessions across Excel Calculation Services processes. External Data Handling external data connections in Excel Calculation Services. Revisit this option if needed after performance has been validated.

or Web folder from which a server running Excel Services is permitted to access workbooks. Excel Services denies requests to open files that are not stored in one of the trusted locations. Session Management Behavior of Excel Calculation Services sessions using workbooks from this location.4.2 Excel Services Trusted File Locations This is a list of Excel workbook file locations that you consider trustworthy.2. and could be counterproductive or cause issues. Trust is recommended if folder structures are being utilized within the location. This is premature optimization. network file share. Location Type: There is three location types:  Windows SharePoint Services (Sharepoint Site Location)  UNC (full UNC Path)  HTTP (web site and location) Trust Children: It is recommended to limit trust. Description: It is recommended that this optional field be populated with a description at all times to assist with the identification and purpose of the trusted location. 3.1 Adding Trusted File Location Utilize this option to add trusted file locations to allow Excel Services to access these files as a trustworthy location. Location A Windows SharePoint Services location. It is recommended that you do not adjust this setting during the initial configuration. Aivea Proprietary Information .3.4. Revisit this option if needed after performance has been validated.

and could be counterproductive or cause issues. as a notification advising of accessing a external data source. This is premature optimization. and could be counterproductive or cause issues. Allow External Data: It is recommended that this option be selected to Trusted data connection libraries only. Revisit this option if needed after performance has been validated. It is recommended that this option not be selected by default.Workbook Properties Behavior of workbooks from this location in Excel Calculation Services sessions. User-Defined Functions Calling user-defined functions in Excel Calculation Services for workbooks from this location. Revisit this option if needed after performance has been validated Calculation Behavior Calculation modes in Excel Calculation Services for workbooks from this location. This is premature optimization. and could be counterproductive or cause issues. This option is only adjusted if utilizing External Data locations on this trusted location. This is premature optimization. Warn on Refresh: It is recommended that you have this notification warning enabled. It is recommended that you do not adjust this setting during the initial configuration. Revisit this option if needed after performance has been validated External Data Handling external data connections in Excel Calculation Services for workbooks from this location. It is recommended that you do not adjust this setting during the initial configuration. It is recommended that you do not adjust External Data Cache Lifetime setting during the initial configuration. Stop When Refresh on Open Fails: It is recommended that this be enabled to advise that the refresh will not be available on this data. a validation of the data itself be performed to Aivea Proprietary Information .

Examples:  SQLOLEDB OLE DB Microsoft SQL Server OLEDB Driver  SQLOLEDB. 3. and the detailed description explaining the type and purpose of the connection.1 OLE DB Microsoft SQL Server OLEDB Driver (MDAC SQL Server 2000)  SQL Server ODBC Microsoft SQL Server ODBC Driver (MDAC)  SQL Server ODBC DSN Microsoft SQL Server ODBC DSN Driver (MDAC) Aivea Proprietary Information . or perform an action that could be detrimental to the SharePoint servers. Location A data connection library from which workbooks opened in Excel Services are permitted to access data connection description files.4. This allows for the proper management and updating of any connection at a later time. It is critical that this is a validated full address.ensure that any User-Defined functions will not cause harm. 3. It is recommended that all external connections be configured here using the Trusted Data Connections Library.3 Excel Services Trusted Data Connection Libraries This is a list of data connection library locations that you consider trustworthy.4.4 Excel Services Trusted Data Providers This is the list of data providers that can be used for external data sources in Excel workbooks on this server. Provider An external data provider that workbooks opened in Excel Services are permitted to use. and description should be provided for each provider. A unique but easily identifiable ID.

SampleApplication. Examples:  SampleCompany. Aivea Proprietary Information . this is the recommended process when performing maintenance or simply deactivating an older assembly that could be utilized at a later time. or disabled. Each assembly can be enabled for loading and calling by Excel Services. Assembly details Settings for a .NET assembly that contains User-Defined Functions.dll  \\MyNetworkServer\UDFs\SampleUdf. Enabling Assembly option is used to de-active an assembly without removing it from the list.Examples of completed providers: 3.SampleUdf  C:\UDFs\SampleUdf.dll It is recommended that you use the File Path to identify assembly locations.5 Excel Services User-Defined Functions This is the list of user-defined function assemblies that are registered with Excel Services.4.

Procurement. or the public properties in their user profiles. 3. distribution list. Properties Type a unique and identifiable name. distribution list. These audiences will be defined based on many facets: Windows security group.3.5. should assist the users to determine if the audience if correct for their needs.1 Create Audience Use this option to create your defined audiences that your users will then utilize from there sites. Audiences allow the ability to target content to users based on their job or task.5 Audiences Use this page to manage and compile audiences. as defined by their membership in a Windows security group. and organizational reporting structure are examples. organizational reporting structure. Example: General Counsel. Big Hill Team A detailed description for this audience. Users in an audience will see audience-specific content on the site that is not available to other users. Aivea Proprietary Information .

Make your determination. Select User to create a rule based on a Windows security group. distribution list. Value Specify a single value to compare. This value will be dynamic based on the Operand and Operator. There is no default. It is recommended that you map out your rules prior to creating the audience. as they should be fully vetted.1 Add Audience Rule Operand Based on the method of selecting either the user or property to base the rule on Operator will dynamically change based on this selection. 3. Aivea Proprietary Information . or Reports Under.Specify whether you want users to be included in the audience that satisfy all the rules of this audience or any of the rules of this audience. Select Property and select a property name to create a rule based on a user profile property The Operator will change dynamically based on your selection. or organizational hierarchy. It is recommended to use the Member Of as your default option.1.5. The Operator will change to either Member Of. as it will be dependent on the Property requested.

5. 3. This area allows the review. and view audience membership.2.5. filtering. Aivea Proprietary Information . creation. add and edit audiences.1 View Audience Properties Use this option to view and edit specific audiences.2 View Audiences Use this page to view audience properties.3. and deleting of audiences. edit.

These logs can be significant in size and as such space availability for them should be considered before usage. This is broken into two categories:   Advanced usage analysis processing.1 Usage Reporting Usage Reporting functionality must be enabled to provide reporting for items such as Search and Usage Reports. Search query logging. As this is not a server intensive process.3.3 Start Compilation Use this page to specify a schedule for audience compilation. daily updates are recommended. Aivea Proprietary Information . It is key to be aware the Usage Reporting creates log files that supporting the reporting methods.3.2 of this document. 3. and provides information to help them improve the effectiveness of their site.6. When advanced usage analysis processing is enabled a daily schedule will process usage logs and provide the results to reports available from the site settings page of every site. Schedule Specify when and how often to compile audiences. WARNING: Detailed usage analysis processing requires usage logging to be enabled. It is recommended that compilations are scheduled to update regularly. but Windows SharePoint Services usage logging is disabled for this farm. Processing Settings Advanced usage analysis processing allows content owners of site collections and sites to understand how their site is being used. Configuration of the Usage Analysis Processing is covered in section 1.6 Office SharePoint Usage Reporting 3.5.

it will either be a Model or Resource. In addition it is important to understand that only one Application definition can be inplace per database. It is broken into two functional areas. It is recommended that any Application definition file be fully tested in a sandbox prior to being applied to your SharePoint environment.7. and Search usage reports. authentication mode. Application Definition An application definition describes a database or web service. search.2 of this document for more on Search Reporting. 3.7 Business Data Catalog This section is used to configure and manage your SharePoint Business Data Catalogs. and other information. etc. definitions of available entities. prior to import so that the relationship can be effectively used. File Type Choose the type of application definition file to import. you can use its entities in lists.1 Import application definition This section is utilized in the configuration and reporting of your Search for SharePoint. Resources to import Choose resources to import Aivea Proprietary Information . Updating of the Application definition requires the removal of the existing definition and then importing of the new definition file. See section 3. web parts.Central Administration > Operations > Usage Analysis Processing Search Query Logging When you enable search query logging. attributes. After you upload an application definition to the Business Data Catalog. therefore it is critical to have all tables.3. It includes connection settings. outlined fully. records of queries will be stored in the Shared Services Provider database. This will be dependant on the type of definition you are supplying. You can view search query data in usage reports available from the top-level site in a site collection or from the Shared Services Administration page. It is critical that the relation is created on the database side. Search settings. 3. user profiles and custom applications.

ExampleBDC XML file: Aivea Proprietary Information .

3.3 View Entities Use this to review all Entities that have been imported into the system.On a successful import you will be directed to the Application Information. and further configuration of the Application.2 View applications Use this to review any Application Definition that has been imported into the system. 3. Manage Permissions Export Application Definition Delete Application Along with identifying the Entities affiliated to the Application. The ability to View the Entity and Manage Permissions at an Entity level is optional at this level. This page allows review of the Application attributes.7.7. Aivea Proprietary Information . It also allows the access to review the Application Information.

Options include the Management of Permissions. Aivea Proprietary Information .1 Entity Information From the Entity Information window. Performing or Adding Actions.3. you once again have actions that can be performed in order to customize or configure the Entity. It is recommended that any changes to the Entity be fully documented and tested prior to addition or changing of settings. adjusting Relationships.3. and reviewing Filters.7.

5 Add Users/Groups Choose Users You can enter person names.7.4 Business Data Catalog permissions Use this option to manage permissions for all Business Data Catalogs.3. Aivea Proprietary Information . or email addresses.2 Actions to Add or Edit Entity Options for changing the Actions or Adding Actions to an Entity. group names.7.7.3. There is four general actions that can be performed from this menu:     Add Users/Groups Remove Selected Users Modify Permissions of Selected Users Copy all permissions to descendants 3. 3.

display a product name along with any associated data about that product such as a description or list price. to customize the default look and feel of profile pages. NOTE: Default actions for entities can be defined by your administrator in the application definition file. except through manual correction to each entry.Multiple users or groups can be added at one time. builds a business data item from identifiers in the URL and sends it to connected Web Parts. Choose Permissions Choose permissions to assign to these users/groups. that user's rights will be overwritten. it is critical that permissions are applied as needed and should be done by groups as a best practice. make the specific selection of which permissions you would like to effect. You get different results depending on whether you customer a profile page template before or after you import the application definition. 3. selection beyond this are not reversible. the process of automatically creating default profile pages for these entities is skipped. This Web Part. separate them with semi-colons. The name of the template page used to create business data profiles is _BusinessDataProfileTemplate. Administrators can modify the template page. Business data profiles are created automatically for each entity or business item using the Business Data Item Builder Web Part. for example. 3.     Edit Execute Select in Clients Set Permissions NOTE: If you add a user that already exists.8 Edit Profile page template This option allows the customization of the Profile Template Page. Aivea Proprietary Information . used only for business data profiles. In this case. This will force inheritance to descendants. then make the choice to copy permissions. either directly within the browser or by using Microsoft Office SharePoint Designer 2007.aspx.7. You will be warned that this effect will replace permissions of descendants. that display details about a business data item defined in the BDC. when the application definition file is imported. with unique URLs. Here are the two scenarios for customizing the profile page template: Business data profile pages are essentially Web Part pages.6 Copy all permissions to descendants This option should not be selected as a default option. There are four types of rights. Business data profiles may.

(Note that if a file already exists with that name when the application definition is imported.aspx.8. and SalesOrder. This means that if you want to make changes to _BusinessDataProfileTemplate.aspx. you should makes these changes before the application definition is imported (or updated and reimported).3. These profile pages are copied from _BusinessDataProfileTemplate.1 Customize _BusinessDataProfileTemplate.aspx. a number is appended to the file name and incremented until the file name is unique — for example.8.aspx.aspx.2 Customize _BusinessDataProfileTemplate. and SalesOrder. Customer. and SalesOrder.aspx. a profile page is created for each entity that is imported. if the application definition contains entities called Product.aspx that apply to all of the profile pages for all of the entities. and SalesOrder. and those changes will appear on all of the profile pages for products. Customer. 3.aspx. etc.aspx.aspx after importing the application definition Profile pages are created automatically for each entity when the BDC administrator imports an application definition. For example.aspx. profile pages are created that are called Product.aspx before importing the application definition When the BDC administrator imports an application definition.aspx.) Aivea Proprietary Information .aspx. if the application definition contains entities called Product. Customer. such as Product. Customer. Customer 2. For example. Customer1. profile pages are created that are called Product. Customer. You can customize any of these profile pages.