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About integrated enterprise About connected collaboration About personal contextAbout Windows SharePoint ServicesAbout deploying SharePoint Portal Server 2003 Microsoft Corporation. All rights reserved.
Note If you already have a certificate for your portal site, it is recommended that you assign that same certificate to SharePoint Portal Central Administration. If you do not have a certificate, you must request one and then assign it. 8. Click the certificate you want to use for SharePoint Portal Server Central administration, and then click Next. 9. In SSL port this web site should use, type a port number. Note This is a temporary port number needed to configure SSL. When you set the port for SharePoint Central Administration, you must use a different port number. Caution If you set this port to 443 and the portal site is also using 443, you will receive errors. It is strongly recommended that you choose a port number not used by the portal site. 10.Click Next. 11.Click Finish. 12.On the Directory Security tab of the SharePoint Central Administration Properties page, in the Secure communications section, click Edit. 13.In the Secure Communications dialog box, click Require secure channel (SSL), and then click OK. 14.On the SharePoint Central Administration Properties page, click OK.
After you configure SSL, you must run the following command (once only for the server farm) from a command prompt: %programfiles%\Common Files\Microsoft Shared\web server extensions\60\BIN\stsadm.exe -o setadminport -port port -ssl
Note If you use the same port that you used when configuring SSL, you will receive an error. If this occurs, run the command again using a different port number. Running this command will change the URL of the root central administration page (stored in the configuration database) to https:// instead of http:// to reflect that SSL has been enabled on the virtual server. To secure portal sites, an administrator can also enable SSL on virtual servers that host portal sites. After you update the port for SharePoint Portal Server Central Administration, you must modify the shortcut in your start menu to use the new port. 1. On the taskbar, click Start, point to All Programs, point to SharePoint Portal Server, and then point to SharePoint Central Administration. 2. Right-click SharePoint Central Administration, and then click Properties. 3. On the SharePoint Central Administration Properties page, click the Web Document tab, and change the port in the URL to use the updated port. 4. Click OK.
Use SharePoint Portal Server Data Backup and Restore To back up or restore an image successfully, the following accounts must have access to the directory containing the backup files: The service account for SQL Server must have write access to the directory. The search service and database access accounts for search must have write access to the directory. The current user must have write access to the directory. The current user must also have the following rights: Read access to all SQL Server databases Write access to all site databases and the configuration database Membership in the local administrators group on the document management server Administrator rights on the database server, either as a member of the local Administrators group or as a member of the SQL Server 2000 System Administrators server role On the taskbar, click Start, point to All Programs, point to SharePoint Portal Server, and then click SharePoint Portal Server Data Backup and Restore. Use SharePoint Portal Server Single Sign-On Administration To access the SharePoint Portal Server Single Sign-On Administration pages initially, before single sign-on is configured, you must be a member of the local Administrators group, and the user running the Stsadm.exe program must be a member of the db_owner database role on the configuration database for the operation to succeed. After single sign-on is configured, you must have the following rights: To access and change settings on the Manage server settings page and the Manage encryption key page, you must be both of the following: 1. A member of the single sign-on administrator account. For more information about this account, see Specifying Settings for Single Sign-On and Application Definitions. 2. A member of the local Administrators group.
You can view but not change the settings if you are a member of the single sign-on administrator account but not a member of the local Administrators group. To access the Manage settings for enterprise application definitions page and the Manage account information for enterprise application definitions page, you must be one of the following: o A member of the single sign-on administrator account. o A member of the enterprise application manager account. For more information about this account, see Specifying Settings for Single Sign-On and Application Definitions.
On the taskbar, click Start, point to All Programs, point to SharePoint Portal Server, and then click SharePoint Portal Server Single Sign-On Administration. Alternatively, on the SharePoint Portal Server Central Administration for server_name page, in the Component Configuration section, click Manage settings for single sign-on. 2003 Microsoft Corporation. All rights reserved.
What's new for content managers? The following are a just few of the new features for content managers: Lists and views Because SharePoint Portal Server is built on Microsoft Windows SharePoint Services, you can add predesigned and custom lists to all SharePoint sites. List managers can approve or reject items that are submitted to the list and add comments. List managers can also apply permissions to a list, allowing only specific users to make changes to the list. Support for list and site templates Users can save SharePoint lists as templates, and reuse them or distribute them to other sites. You can save sites as templates to capture best practices or to define a consistent look and feel. Areas The portal site is a hierarchy of rich subsites that enable content managers to add lists, images, and documents to one or more areas. Content managers can approve or reject items that are submitted to the area. In addition, security can be managed at the area level, allowing only specific users to make contributions or changes to the area. Portal site map Manage portal site areas and topics by dragging them in the portal site map in your Web browser. Create, move, rename, and delete areas by using the portal site map. Topic Assistant The Topic Assistant in the portal site can suggest listings to include in an area. Content managers can approve or reject these suggestions. As areas are added to the portal site, and listings are added to areas, the Topic Assistant continues to learn and suggest listings for each area. Site Directory To organize and display the sites in meaningful ways, you can create views that sort, filter, and group the sites. The Site Directory also offers Web Parts to display "Newest sites," "Sites I added," and "Spotlight Sites." The Site Directory can be configured to automatically approve sites for searching or to require approval for each site. News To make managing news listings easier, you can specify start and end dates for content display and automatically hide expired news items. As a content manager, you can vary the display of news listings from headlines to summaries to expanded views by modifying the properties of the Web Part. What's new for administrators? The following new features have been included to help administrators:
Architecture
Scalable, distributed architecture SharePoint Portal Server scales from a single server to a server farm with multiple front-end Web servers and back-end database servers. Front-end Web servers are stateless, so the load can be balanced across them to support the largest of organizations. You can deploy up to one hundred portal sites per server farm when using a shared services topology. Shared services Deliver shared services to multiple portal sites from a centrally managed and configured server farm. Shared services can include creating indexes and search, user profiles, audiences, alerts, and personal sites. Communicate with external partners by using an extranet If you work with external partners, or if you have users who need to access data from outside of your organization's firewall, you can use SharePoint Portal Server in an intranet/extranet environment. In this configuration, internal and external users can view and interact with the same content and data. You can also employ the antivirus protection and blocked file extension features to help protect your server integrity.
International
Support for multiple language sites Multiple language sites can be hosted on a single server or server farm running SharePoint Portal Server. Note that site language is independent from server language. Regional settings for each site Each site can have its own regional settings, such as time zone. New word breakers Word breakers for Czech, Finnish, Hungarian, and Portuguese are available, as well as the original set of SharePoint Portal Server 2001 word breakers for English, French, Spanish, Japanese, Thai, Korean, Chinese Traditional, and Chinese Simplified.
Management
Alerts The portal site now automatically identifies and optimizes alerts that have the potential for generating large numbers of results; it will deactivate any alert that generates an excessive number of results. Administrators can deactivate or delete any user's alerts and alert results. Misdirected e-mail messages can be prevented by locking e-mail address fields to use only user profile data. You can also customize the format of the alert results e-mail messages by using an .xsl file. Single sign-on Single sign-on allows you to store and map account credentials so that users don't have to sign on again when portal-based applications retrieve information from enterprise applications. Securely integrate enterprise applications Tight integration with Microsoft BizTalk Server 2002 enables rich and secure enterprise application integration using single sign-on. Connectors from Actional enable integration with PeopleSoft, SAP, and Siebel. Full-text searching The portal site delivers a scalable, high performance index creation and query handling infrastructure. By using a multiserver topology, you can manage your resources by propagating content indexes from the index management server to multiple dedicated search servers. Creating indexes of HTTPS protocol enables crawling of Web sites over SSL. In addition, protocol handlers for Windows SharePoint Services sites enable the portal site to crawl information in site pages, document libraries, lists, and list items. Ifilters now provide the ability to full-text search files created by Microsoft Office Publisher (.pub) and Microsoft Office Visio (.vsd) in addition to the existing capability to search files in Microsoft Office Word (.doc), Microsoft Office Excel (.xls), Microsoft Office PowerPoint (.ppt), MIME, XML, and HTML formats. Audiences Audiences allow organizations to target content to users based on their job role or task. Target Web Parts, news, lists, and list items to one or more specific audiences. Use your investment in Microsoft Active Directory directory service to easily create Audiences from existing distribution lists and security groups. Backup and restore Improved backup and restore enables flexible site recovery. Each site in a server farm can be individually backed up and restored. This feature can also be used for archiving inactive sites prior to deleting them. User profiles Easily create user profiles by importing properties and user data from Active Directory. User profiles make it easy to find people and enable content managers to target information by using audiences. Add properties to the flexible user profile for use by integrated applications or to enable portal site users to find people more easily. Inactive site management Site owners are periodically asked to confirm that their sites are in use or delete them. If multiple notices are sent to a site owner without any response, the administrator can specify that the site be automatically deleted.
Security
Standard Windows authentication and security methods You can use SharePoint Portal Server with any Microsoft Internet Information Services (IIS) 6.0 authentication method, connect to the database by using Microsoft Windows authentication or Microsoft SQL Server authentication, and integrate SharePoint Portal Server with Active Directory. SharePoint administrators group Allow members of a domain group to perform central administration tasks without granting them administrator rights to the local server computer. Manage users from SharePoint Central Administration Use the SharePoint Central Administration pages to add or delete users on all sites and assign site owners. Domain group support Use domain groups to control access to your site. Blocked file extensions Server administrators can block the upload of specific file types (for example, .mp3 or .exe files).
For a complete list of new administrator features, and information about using these features, see the Administrator's Guide for SharePoint Portal Server. 2003 Microsoft Corporation. All rights reserved.
Upgrade Considerations
Upgrading from Microsoft SharePoint Portal Server 2001
For information about upgrading from Microsoft SharePoint Portal Server 2001, see Upgrading from Microsoft SharePoint Portal Server 2001.
Related Topics
Upgrading from an Evaluation CopyUpgrading to an Evaluation CopyUpgrading from Microsoft SharePoint Portal Server 2001Upgrading from SharePoint Team Services 1.0 from MicrosoftQuick Installation Guide 2003 Microsoft Corporation. All rights reserved.
System Requirements
Before you install Microsoft Office SharePoint Portal Server 2003, ensure that you have installed the required hardware and software.
Server Requirements
Hardware Requirements The following are minimum hardware requirements for the server: Intel Pentium IIIcompatible 700-MHz processor 512 megabytes (MB) of random access memory (RAM) 550 MB free hard disk space Important The operating system partition and any partitions on which SharePoint Portal Server components will be installed, including the paths chosen during setup for program and data files, must be formatted as NTFS file system. Program and data file paths cannot point to removable or networked storage.
Note If you use Windows Network Load Balancing or another network load balancing solution that does not allow each front-end Web server to contact the other front-end Web servers, it is recommended that you install a second network interface card (NIC) to support this communication. Two NICs are recommended on front-end Web servers in a server farm. This is especially important if your search services are running on the front-end Web servers.
Note If you are planning to install SharePoint Portal Server 2003 on a 32-processor server, you must first apply an update to the .NET Framework. For more information, search for article 821157 in the Microsoft Knowledge Base. Before you install the update, make sure that you have the most recent version of the .NET Framework installed on the server. Disk Space Requirements SharePoint Portal Server 2003 requires the following amounts of disk space for installation and data storage. Installation requirements for disk space: 300 MB on your operating system hard disk drive 200 MB in the Program Files installation directory that is selected during Setup 75 MB in the Data Files installation directory that is selected during Setup Data storage after installation varies considerably depending upon usage, but the minimum recommendation is: 700 MB free disk space in the Data Files installation directory, including the 75 MB required for installation 2.0 GB free disk space in the directory used by Microsoft SQL Server 2000 or SQL Server 2000 Desktop Engine (MSDE 2000) to store data Note You specify this directory during installation of SQL Server 2000. If you choose the option to
install MSDE 2000 during installation of SharePoint Portal Server 2003, the directory is specified for you on your operating system drive. The optional server components for backward-compatible document libraries require the following additional amounts of disk space. Installation requirements: 150 MB on your operating system hard disk drive 70 MB in the Program Files installation directory that is selected during Setup 80 MB in the Data Files installation directory that is selected during Setup Data storage after installation varies considerably depending upon usage, but the minimum recommendation is: 250 MB free disk space in the Data Files installation directory, including the 80 MB required for installation Software Requirements The server must be running one of the following operating systems: Microsoft Windows Server 2003, Standard Edition, plus the latest service pack Microsoft Windows Server 2003, Enterprise Edition, plus the latest service pack Microsoft Windows Server 2003, Datacenter Edition, plus the latest service pack Microsoft Windows Server 2003, Web Edition, plus the latest service pack Note If you are running SharePoint Portal Server on Windows Server 2003, Web Edition, you must have Microsoft SQL Server installed on a separate computer. You cannot use SQL Server Desktop Engine for database storage. In addition, you can use the SharePoint Portal Server computer running Windows Server 2003, Web Edition as a front-end Web server only. You cannot use it as a search server or index management server. In addition to the operating system, the following operating system components must be installed on the computer running SharePoint Portal Server: Application Server with the following components: o Microsoft ASP.NET o Enable network COM+ access o Microsoft Internet Information Services (IIS) with the following components: Common Files Internet Information Services Manager World Wide Web Service with the following components: World Wide Web Service
Important Make sure that FrontPage 2002 Server Extensions is not selected. The following operating system components must be installed on the computer running the optional component for backward-compatible document libraries: Application Server with the following components: o Internet Information Services (IIS) with the following components: SMTP Service World Wide Web Service with the following components: Active Server Pages All non-English versions of the server components for backward-compatible document libraries for SharePoint Portal Server 2003 must be installed on servers with the matching regional settings. If the settings do not match, Setup fails. For more information about regional settings, see Windows Help. All servers in a server farm must run the same version and language of the operating system and (where applicable)
the same version and language of Microsoft SQL Server 2000, with the following exception the computer running SQL Server 2000 can run on any supported operating system for SQL Server 2000. All non-English versions of the server components for backward-compatible document libraries for SharePoint Portal Server 2003 must be installed on servers with the matching regional settings. If the settings do not match, Setup fails. For more information about regional settings, see Windows Help. If you are installing SharePoint Portal Server on a domain controller, you must install without the database engine. When installing on a domain controller, the option to install with the database engine is not available. Software Coexistence Issues The backward-compatible document library server component of SharePoint Portal Server cannot run on servers on which the following are installed: Microsoft Exchange Server (any version) Microsoft Office Server Extensions Note For small, medium, and large server farm deployments, the component for backward-compatible document libraries and SQL Server 2000 cannot be installed on the same computer. Database Requirements SharePoint Portal Server 2003 includes a version of Microsoft SQL Server 2000 Desktop Engine (MSDE 2000) with Service Pack 3. Note MSDE 2000 has limitations in terms of data size supported and other areas. If these limitations are exceeded, SharePoint Portal Server 2003 will not function correctly. For more information, see the MSDE 2000 documentation. SharePoint Portal Server 2003 requires one of the following database servers: Microsoft SQL Server 2000 Standard Edition, plus the latest service pack Microsoft SQL Server 2000 Enterprise Edition, plus the latest service pack Microsoft SQL Server 2000 Desktop Engine Note You must use the version of MSDE 2000 that SharePoint Portal Server 2003 installs. The database server can be running any of the supported operating systems for SQL Server 2000. For more information, see the documentation for SQL Server 2000. When installing SharePoint Portal Server 2003 on a domain controller, the option to install with the database engine is not available. You must have Microsoft SQL Server installed on the domain controller or on a separate computer.
Note Please refer to http://www.microsoft.com/security for any security bulletins related to your SQL Server 2000 or MSDE 2000 installation. Network Requirements SharePoint Portal Server is supported only on servers that are members of a Microsoft Windows NT 4.0, Windows 2000, or Windows Server 2003 domain. Notes You must install and operate SharePoint Portal Server 2003 in a domain environment. Installing and operating SharePoint Portal Server 2003 in a workgroup environment is not supported. All servers in a server farm must be members of the same domain. If the connection between a computer in
the server farm and the domain controller fails during Setup, the installation can fail. This can occur because a computer in the server farm is not connected to the network, is not configured properly, or is logged on with cached credentials. To avoid this problem, ensure that every computer in the server farm is properly configured and connected to the network. If you have a computer that is a member of a domain and is not currently connected to the network, you must install the Microsoft Loopback Adapter before running Setup. To install the Loopback Adapter, from Control Panel, open the Add Hardware Wizard. On the Select Network Adapter page of the wizard, in the Manufacturer list, click Microsoft. In the Network adapter list, click Microsoft Loopback Adapter. After completing the wizard, from Control Panel, open Network Conections. Right-click the network connection for Microsoft Loopback Adapter, and then click Properties to configure network connection properties. You must disable the Microsoft Loopback Adapter network connection before reconnecting to another network connection. If you are using Microsoft SQL Server 2000 Desktop Engine, you may have to restart the MSSQL$SHAREPOINTPORTAL service.
You cannot install and operate SharePoint Portal Server 2003 on a server with an existing installation of SharePoint Team Services 1.0 from Microsoft. It is not supported. You must uninstall SharePoint Team Services before installing SharePoint Portal Server 2003.
Client Requirements
Hardware Requirements The following are minimum hardware requirements for a computer running the client components for backward-compatible document libraries: Intel Pentium IIIcompatible 200-MHz processor 64 MB of RAM 50 MB hard disk space on Microsoft Windows 98 and Microsoft Windows NT 4.0; 30 MB disk space on Windows 2000, Windows XP, and Windows Server 2003 Note The disk can be formatted as NTFS, FAT, or FAT32. Software Requirements Computers running the client components for backward-compatible document libraries must be running one of the following operating systems: Microsoft Windows 98 Microsoft Windows NT 4.0, plus the latest service pack Microsoft Windows 2000 Professional, Server, or Advanced Server, plus the latest service pack Microsoft Windows XP Professional, plus the latest service pack Any version of Microsoft Windows Server 2003, plus the latest service pack Note Computers that are used by coordinators for backward-compatible document libraries must be running any version of Windows 2000, Windows XP Professional, or Windows Server 2003.
Note Installing the backward-compatible document library components on a computer that is a member of a Windows NT Server 4.0 domain will take considerably longer than installing on computers that are members of Windows 2000 or Windows Server 2003 domains. This delay does not occur when installing other components of SharePoint Portal Server 2003. The installation may take over an hour to complete, and the computer CPU may show no activity for some of this duration. This is expected, and when Setup is complete, you can use the product normally. In addition to the operating system, client computers must have the following installed: Microsoft Outlook Express 5.01 or later
Browser Requirements To access the portal site, computers must have one of the following Web browsers installed: Microsoft Internet Explorer 5.01, plus the latest service pack Internet Explorer 5.5, plus the latest service pack Internet Explorer 6.0, plus the latest service pack Netscape Navigator 6.2 or later Internet Explorer 5.2 for Mac OS X, plus the latest service pack Netscape Navigator 6.2 for Mac Netscape Navigator 6.2 for UNIX Computers running the client components for backward-compatible document libraries must have one of the following Web browsers installed: Microsoft Internet Explorer 5.01, plus the latest service pack. Internet Explorer 5.5, plus the latest service pack Internet Explorer 6.0 plus the latest service pack Netscape Navigator 6.02 or later
Note Microsoft Visual Basic Scripting support is required if you are running Windows 98, Windows 98 Second Edition, or Windows NT 4.0. If you choose the custom installation option for Internet Explorer when you are installing on Windows 98, Windows 98 Second Edition, or Windows NT 4.0, ensure that you install Visual Basic Scripting support. 2003 Microsoft Corporation. All rights reserved.
Security Planning
Additional information about this feature will be provided on the Web. For the latest information, see SharePoint Portal Server on Office Online. In Microsoft Office SharePoint Portal Server 2003, site groups offer a flexible method to help control access to content. A site group is a way to configure rights for users based on the kinds of tasks they perform. SharePoint Portal Server recognizes security policies in use on your organization's servers, file shares, and databases during searches. Security is important to help prevent users from finding documents to which they have no access when they perform searches in the portal site. In the portal site, SharePoint Portal Server uses default site groups to group users with a specific set of customizable rights. You can also create a custom site group for a specific area or list and assign a specific set of rights to it. In addition, by default, SharePoint Portal Server uses the default site groups included with Microsoft Windows SharePoint Services. Notes Installing and operating a SharePoint Portal Server computer is supported only if your server is a member of a domain, not a member of a workgroup. All servers in a server farm must be members of the same domain.
so data could be sniffed. To help secure the communications, it is recommended that you implement Secure Sockets Layer (SSL) or otherwise encrypt server-to-server communications.
Related Topics
About roles in the backward-compatible document libraryAbout security for portal areasAbout security in the backward-compatible document libraryAbout site group security in SharePoint Portal Server 2003 Microsoft Corporation. All rights reserved.
Language Considerations
Regional Language Options and the Language of Portal Sites
Each server in your server farm must include the regional language options to support the languages of all portal sites on that server.
Upgrade Considerations
When you upgrade to SharePoint Portal Server from SharePoint Portal Server 2001, you must upgrade your operating system to Microsoft Windows Server 2003. You must install the same language packs for Windows Server 2003 that were installed with your previous operating system.
Related Topics
Language Considerations for Windows SharePoint ServicesUpgrade Considerations 2003 Microsoft Corporation. All rights reserved.
Microsoft Office SharePoint Portal Server 2003 accessibility features and options
In addition to the Windows accessibility features and utilities described in the next section, the following features make Microsoft Office SharePoint Portal Server 2003 more accessible for people with disabilities. These features are available to everyone, without the need for additional accessibility aids.
Using Help
Some screen readers may not work with the expandable links in online Help. If you're having problems, try the following: Install Microsoft Internet Explorer 5 or later. For more information, visit the Microsoft Internet Explorer Web site. Note The hyperlinks in this topic go to the Web. You can switch back to Help at any time.
Your Web browser has features that improve the readability of pages. For information about the accessibility features provided by your Web browser, look for information in the browser's Help about how to customize your browser to display the fonts and colors that you prefer. If your browser is Microsoft Internet Explorer, look for "Accessibility" in the Help table of contents.
Windows 2000
Microsoft Windows 2000 includes several accessibility tools to help people with disabilities configure and use business computers quickly without additional software and hardware. Accessibility features from earlier versions of the Windows operating system are still included, and with the increased integration of Microsoft Active Accessibility, many assistive technology products simply work better. For more information about accessibility in Microsoft Windows 2000, visit http://www.microsoft.com/enable/products/.
Windows Me
Accessibility tools and features in Microsoft Windows Me offer people with disabilities greater immediate access and ease-of-use than ever before. Accessibility highlights include an expanded Accessibility menu and an enhanced Accessibility Wizard. For more information about accessibility in Windows Me, visit http://www.microsoft.com/enable/products/.
Windows 98
Microsoft Windows 98 offers enhanced hardware support, home networking capabilities, improved online experience, and new accessibility features. For more information about accessibility Microsoft Windows 98, visit http://www.microsoft.com/enable/products/.
Upgrading
If you use an assistive technology product, be sure to contact your assistive technology vendor to check compatibility with products on your computer before upgrading. Your assistive technology vendor can also help you learn how to adjust your settings to optimize compatibility with your version of Windows or other Microsoft products.
Customer service
You can contact the Microsoft Sales Information Center on a text telephone by dialing (800) 892-5234 between 6:30
A.M. and 5:30 P.M. Pacific time, Monday through Friday, excluding holidays.
Technical assistance
For technical assistance in the United States, you can contact Microsoft Product Support Services on a text telephone at (800) 892-5234 between 6:00 A.M. and 6:00 P.M. Pacific time, Monday through Friday, excluding holidays. In Canada, dial (905) 568-9641 between 8:00 A.M. and 8:00 P.M. eastern time, Monday through Friday, excluding holidays. Microsoft support services are subject to the prices, terms, and conditions in place at the time the service is used.
My Site tasks
My Site uses the keyboard shortcuts for Web Part Pages. For more information, see Web Part Page keyboard shortcuts. The lists and pages that you can create from My Site use the keyboard shortcuts for Windows SharePoint Services.
Note When you open the page, you must press the TAB key before using a keyboard shortcut. Some of the keyboard shortcuts for Site Settings are used for more than one command on the page. Press the keyboard shortcut twice to select the second command for the keyboard shortcut. When you use keyboard shortcuts to select a command, you must press ENTER to activate the command. Site Settings tasks ALT+U Manage usersALT+SManage security and additional settingsALT+B Manage alerts settingsManage crawls of Site Directory (press keyboard shortcut twice)ALT+P Change portal site properties and SharePoint site creation settings ALT+M Manage portal site structure ALT+G Manage top-level lists and document librariesALT+C Use Topic AssistantEnable or disable Topic Assistant (press keyboard shortcut twice)ALT+I Manage targeted links on My SiteALT+JImport SharePoint Portal Server 2001 dataALT+WChange document library settingsALT+ZDelete the document library associated with this portal siteALT+X Configure search and indexing ALT+NManage search
scopesALT+A Use search scope from another portal site ALT+Q Manage keywordsALT+K Manage profile databaseALT+D Manage audiences ALT+R Go to SharePoint Portal Server Central Administration
Note When you open the page, you must press the TAB key before using a keyboard shortcut. Some of the keyboard shortcuts for SharePoint Portal Server Central Administration are used for more than one command on the page. Press the keyboard shortcut until the link that you want is selected. When you use keyboard shortcuts to select a command, you must press ENTER to activate the command. SharePoint Portal Server Central Administration tasks ALT+I Select some of the server configuration links in the following order: Configure server topology Configure configuration database server Specify component settings database server Specify content database server Configure e-mail server settings Configure HTML viewer (in Component Configuration section) ALT+NCreate a portal siteALT+L List and manage portal sitesALT+C Select the following links in the Portal Site
and Virtual Server Configuration section: Extend an existing virtual server from the Virtual Server List page Configure virtual server settings from the Virtual Server List page Configure site quotas and locks from the Virtual Server List page ALT+G Select the following links, most of which are security configuration links: Configure alternate portal site URLs for intranet, extranet, and custom access (in previous section of page) Set SharePoint administrative group account Manage site collection owners Manage Web site users Manage blocked file types Configure antivirus settings ALT+S Select some of the component configuration links in the following order: Manage the Search Service Manage settings for single sign-on Manage shared services for the server farm Configure usage analysis processing ALT+DConfigure document libraries (Web Storage System-based)ALT+RConfigure diagnostic settings
Related Topics
Keyboard shortcuts for Windows SharePoint ServicesAbout accessibility for people with disabilities 2003 Microsoft Corporation. All rights reserved.
For procedures to install these configurations, see Deploying a Single Server Configuration.
Related Topics
Server Farm DeploymentsShared Services Deployments 2003 Microsoft Corporation. All rights reserved.
Recommendations
When specifying accounts, the following is recommended: Use the same account for the configuration database administration account for each server in the server farm. Use the same account for the application pool account for the portal site (MSSharePointPortalAppPool) for each server in the server farm. When restarting servers in a server farm, restart the computer running SQL Server 2000 first. Wait until this computer has restarted before restarting other servers. If you do not wait until the computer running SQL Server 2000 has restarted, services on other computers do not start, and you cannot use the portal site.
Related Topics
Single Server DeploymentsShared Services Deployments 2003 Microsoft Corporation. All rights reserved.
Related Topics
Single Server DeploymentsServer Farm Deployments 2003 Microsoft Corporation. All rights reserved.
To consolidate resources, you can customize your SharePoint Portal Server deployment to share services across multiple server farms. Shared services consolidates the common services of search, indexing, alerts, and user profile management onto a parent portal. The services are centrally managed from a single server for two or more server farms. The child portals in the organization can then provide content based on division or application without using up resources on the technical details of import and crawl. Only large server farms can provide shared services, which can then be used by any of these configurations: single server with SQL Server, small server farm, or child farm.
Related Topics
About the portal site About integrated enterprise About index and search services Server topologyServer farm deploymentsShared services deployments About Windows SharePoint Services 2003 Microsoft Corporation. All rights reserved.
A message appears listing the services that will be stopped. 5. If you want to stop the listed services and continue Setup, click OK. Setup installs Windows SharePoint Services, and then the Welcome to the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page appears. 6. On the welcome page, click Next. 7. On the End-User License Agreement page, select the I accept all of the terms in the license agreement check box, and then click Next. 8. On the Product Identification page, type the product key in the spaces provided, and then click Next.
The product key is located on the back of your SharePoint Portal Server CD case or on your Certificate of Authenticity. If the number that you type is not accepted, check the following: o If you are using the numeric keypad on your keyboard, ensure that NUM LOCK is on. o Ensure that you are not using the letter I for the number one. o Ensure that you are not using the letter O for the number zero. 9. On the Installation Type and File Location page, do the following: 1. Click Install without database engine. 2. If you want to specify a different file location, click Browse, and then specify a location. 3. Click Next. SharePoint Portal Server 2003 installs. This will take several minutes. 10. On the Microsoft Office SharePoint Portal Server 2003 page requesting account information, do the following: 1. In the Account name box, type the user account name to be used for administrative operations that create, modify, or grant access to the configuration or portal site databases. The account must be a member of the Power Users group on this server. The account must have the Database Creators and Security Administrators server roles on this SQL Server instance. In addition, the account must be a domain account if you have more than one server in your configuration. Specifying an account that is a member of the local Administrators group on the server on which you are installing SharePoint Portal Server is not recommended. Important The following user rights are granted automatically to this account (the configuration database administration account) on the local server: Replace a process level token, Adjust memory quotas for a process, and Log on as a service. If you change this account by using the Configure Server Farm Account Settings page, the rights are not revoked automatically for the previous account. However, you can remove these rights by using Local Security Settings. To open Local Security Settings, click Start, point to Administrative Tools, and then click Local Security Policy. Type the account name in the format DOMAIN\user_name. 2. In the Password box, type the password for the account. 3. Click Next. 11.On the Install Microsoft Office SharePoint Portal Server 2003 page, click Next. Setup installs the server components. This will take several minutes. 12. On the Completing the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page, click Finish.
2. In the Password box, type the password for the account. 3. In the Confirm Password box, type the password again. 3. Click OK. 2. On the Specify Configuration Database Settings for server_name page, do the following: 1. In the Database Connections section, click Create configuration database. 2. In the Configuration Database Server section, in the Database server box, type the name of the computer running Microsoft SQL Server. This is the server on which the configuration database will be stored. Note If you have a named SQL Server instance, specify both the name of the computer running SQL Server and the SQL Server instance name in the format server_name\SQL_instance_name. 3. In the Configuration Database Name section, do one of the following: If you want to use the default database name that is displayed, click Use default name. If you want to specify a name for the database, click Specify custom name, and then in the Custom Name box, type a name for the database. 4. Click OK. On the Configure Server Farm Account Settings page, do the following: 1. In the Contact E-mail Address section, in the E-mail address box, type the e-mail address that an external site administrator can contact if problems occur when SharePoint Portal Server crawls the external site. 2. In the Proxy Server Settings section, do one of the following: Click Do not connect by using a proxy server. Click Use the proxy server specified, and then specify the following: 1. In the Address box, type the address of the proxy server that you want SharePoint Portal Server to use while creating content indexes. 2. In the Port box, type the port number for the proxy server that you want SharePoint Portal Server to use while creating indexes of sites and servers. 3. If you do not want SharePoint Portal Server to use the proxy server when creating an index of local addresses, select the Bypass proxy server for local (intranet) addresses check box. 4. If you have specific addresses for which you do not want to use the proxy server, in the Do not use proxy server for addresses beginning with box, type the addresses. 3. Click OK. On the Configure Server Topology page, click Change Components. On the Change Component Assignments page, do the following: 1. In the Component Assignment section, select the Web, Search, and Index check boxes. 2. In the Job Server Component section, in the Job server list, select the server you are configuring as the job server. 3. Click OK. On the Configure Server Topology page, click Close.
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Site but on another virtual server, the URL includes the port number, for example, http://server_name :port_number/. 4. In the Owner section, do the following: 1. In the Account name box, type the account name for the site owner in the format DOMAIN\username. The site owner manages portal site content and user access. 2. In the E-mail address box, type the e-mail address for the portal site owner. 5. Click OK. 3. On the Create Portal Site Confirmation for server_name page, click OK to begin creating the portal site. The Operation Status page appears. Creation will take a few minutes. At the end of a successful portal site creation, the Operation Successful page appears. You can then further configure the portal site.
Optional: Install and configure the components for backward-compatible document libraries
You can install the components for backward-compatible document libraries on the computer running the Web, index, search, and job server components.
o Ensure that you are not using the letter I for the number one. o Ensure that you are not using the letter O for the number zero. 9. On the Document library component of Microsoft Office SharePoint Portal Server 2003 Setup page, specify the location on the server disk where you want to install the program and data files for the document library component. To change the installation location for these files, click Change Folder. Important You can only change the location for the program files if you are installing the optional components on a server that does not have SharePoint Portal Server installed. SharePoint Portal Server also installs additional required files on the operating system drive. Click Disk Information for information about the amount of disk space required and the amount remaining. If there are existing files in the installation paths, setup removes these files. The path must meet the following restrictions: o The path name can have a maximum length of 80 characters. o The path name can contain only characters in the lower ASCII range. o The path cannot point to a root directory. For example, E:\ is not allowed, but E:\Installation is allowed 10.Click Next. A message appears listing the services that will be stopped. 11.Click OK to stop the services and continue. The Component Progress page appears. 12.When the task completes, on the Completing the Document Library Setup Wizard page, click Finish. You might be prompted to restart your computer.
2. In the Document library description box, type the description for the document library. 3. In the Document library name box, type a word that will be used in the URL of the document library after the server name. For example, for a URL of http://AdventureWorks/Adventure, you would type Adventure. 4. In the Associated Portal Site section, in the Portal site list, select the portal site to associate with this document library. The portal site provides search capability and the ability to personalize alerts for users of the document library. Users can get to the document library from the Document Library area on the home page of the portal site. 5. In the Document Library Contact section, do the following: 1. In the Contact name box, type the name of the user or group to which you are assigning overall responsibility for the document library. 2. In Contact e-mail address box, type the e-mail address for the contact. The contact e-mail address can be that of an individual user or a group. This e-mail address will be used as the reply-to address for e-mail messages sent by the document library during document approval routes. 6. To limit the number of previous major versions of a document to retain when the document is approved, in the Document Versions section, select the Specify version limit check box, and then type a number in the Number of versions to retain box.
Note This setting does not affect the number of minor versions retained. 7. Click OK. The Operation Status page appears. After the document library is successfully created, the List and Manage Document Libraries page appears.
Related Topics
Server Farm Deployments 2003 Microsoft Corporation. All rights reserved.
Cluster IP is the virtual IP address that is the entry point to your server farm. This IP address will need to be mapped to a DNS entry so that you can type the name of the cluster from Microsoft Internet Explorer instead of typing the IP address. 2. In the Subnet mask box, type the subnet mask. Use the same subnet mask for this NIC as reported by IPCONFIG /ALL for this NIC. 3. In the Full Internet name box, type the DNS name. Note If you are using Microsoft Windows Internet Name Service (WINS) resolution, enter the WINS name without the domain extension. For example, enter server_farm instead of server_farm. organization.com. 4. In the Cluster operation section, click Unicast (the default choice). 5. Leave the Allow remote control check box at its default (cleared) setting. 5. On the Host Parameters tab, do the following: 1. In the Priority box, enter 1 on your first front-end Web and search server and 2 on your second front-end Web and search server. 2. In the Dedicated IP Configuration area, in the IP address box, type the address originally assigned to this front-end NIC. Note You are assigning two IP addresses to the front-end NIC. 3. In the Subnet mask box, type the subnet mask originally assigned to this front-end NIC. 4. Do not change any of the settings in the Initial host state section. 6. On the Port Rules tab, click Edit. 7. In the Filtering mode section, click Multiple host. 8. In the Affinity group, click None. Note SharePoint Portal Server works with affinity, if a third-party application requires it. 9. Click OK, and then click OK again. Note If you see a dialog box stating that you must enter the new address in the TCP/IP component, you have not completed all of the previous steps. Click OK, and then do the following before you proceed: 1. In the Properties dialog box for the front-end NIC, on the General tab, click Internet Protocol (TCP/IP), and then click Properties. 2. Click Advanced. 3. On the IP Settings tab, in the IP addresses section, click Add. 4. In the IP address box, type the virtual IP address. 5. In the Subnet mask box, type the subnet mask. 6. Click Add, and then click OK. 10.Restart the server. 11.Repeat the previous steps on both front-end Web and search servers. Ensure that you change the priority setting on each one to be unique. 12.Test network load balancing before installing SharePoint Portal Server: 1. Open a command prompt, and then ping the virtual name of the server farm from a client computer that is not part of the server farm. For example, if server_farm is the name you entered as the full Internet name or you are using WINS, you would type ping server_farm. Server_farm is the virtual server farm name in this example. 2. Ensure that you receive a reply. If you receive no reply, ping your server farm by using the virtual IP address for the server farm. The virtual IP address is the cluster IP address that you specified in a previous step. If you receive no reply, contact your network operations contact for DNS/WINS, routing, and static IP support. 3. Type ping virtual_server_farm_name -t. This performs a continuous ping. 4. On the first front-end Web and search server, do the following:
1. On the taskbar, click Start, point to Control Panel, point to Network Connections, and then click Local Area Connection for the NIC associated with network load balancing. 2. On the General tab, click Disable. 5. On the second front-end Web and search server, do the following: 1. On the taskbar, click Start, point to Control Panel, point to Network Connections, and then click Local Area Connection for the NIC associated with network load balancing. 2. On the General tab, click Disable. 6. On the client computer that is continuously pinging the virtual name of the server farm, you should see a message that the request timed out. 7. On the first front-end Web and search server, on the taskbar, click Start, point to Control Panel, point to Network Connections, right-click Local Area Connection for the NIC associated with network load balancing, and then click Enable. 8. On the client computer that is continuously pinging the virtual name of the server farm, you should see a reply to the ping within 10 seconds. If you do not see a reply, ensure that your network load balancing configuration and your network configuration are correct. 9. On the first front-end Web and search server, do the following: 1. On the taskbar, click Start, point to Control Panel, point to Network Connections, and then click Local Area Connection for the NIC associated with network load balancing. 2. On the General tab, click Disable. 10.On the client computer that is continuously pinging the virtual name of the server farm, you should see a message that the request timed out. 11.On the second front-end Web and search server, on the taskbar, click Start, point to Control Panel, point to Network Connections, right-click Local Area Connection for the NIC associated with network load balancing, and then click Enable. 12.On the client computer that is continuously pinging the virtual name of the server farm, you should see a reply to the ping within 10 seconds. If you do not see a reply, ensure that your network load balancing configuration and your network configuration are correct. 13.On the second front-end Web and search server, do the following: 1. On the taskbar, click Start, point to Control Panel, point to Network Connections, and then click Local Area Connection for the NIC associated with network load balancing. 2. On the General tab, click Disable. 14.On the client computer that is continuously pinging the virtual name of the server farm, you should see a message that the request timed out. 15.On the first front-end Web and search server, on the taskbar, click Start, point to Control Panel, point to Network Connections, right-click Local Area Connection for the NIC associated with network load balancing, and then click Enable. 16.On the second front-end Web and search server, on the taskbar, click Start, point to Control Panel, point to Network Connections, right-click Local Area Connection for the NIC associated with network load balancing, and then click Enable. 17.On the client computer that is continuously pinging the virtual name of the server farm, press CTRL+C to break the ping cycle. Note When the back-end NICs of the front-end Web servers and the client computers accessing them are on the same subnet, the back-end NICs will respond to the client computers instead of the load-balanced front-end NICs. This can cause performance to degrade. The back-end NICs will be flooded with traffic to client computers, and propagations to the front-end Web servers will be competing for bandwidth. Note It is recommended that you implement some type of health checking to monitor the front-end Web servers. The worker process recycles nightly. During this time, the front-end Web servers remain active in the network load-balanced cluster. The load balance solution continues to distribute the load to all computers, including those that will not respond because the worker process is recycling. To avoid this issue, it is recommended that you implement health checking to monitor the front-end Web servers and remove them from the server farm when they are not available.
create, modify, or grant access to the configuration or portal site databases. The account must be a member of the Power Users group on this server. The account must have the Database Creators and Security Administrators server roles on this SQL Server instance. In addition, the account must be a domain account if you have more than one server in your configuration. Specifying an account that is a member of the local Administrators group on the server on which you are installing SharePoint Portal Server is not recommended. Important The following user rights are granted automatically to this account (the configuration database administration account) on the local server: Replace a process level token, Adjust memory quotas for a process, and Log on as a service. If you change this account by using the Configure Server Farm Account Settings page, the rights are not revoked automatically for the previous account. However, you can remove these rights by using Local Security Settings. To open Local Security Settings, click Start, point to Administrative Tools, and then click Local Security Policy. Type the account name in the format DOMAIN\user_name. 2. In the Password box, type the password for the account. 3. Click Next. Setup will take a few moments. 11.On the Install Microsoft Office SharePoint Portal Server 2003 page, click Next. On completion, the Completing the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page appears. 12. Click Finish.
Note If you have a named SQL Server instance, specify both the name of the computer running SQL Server and the SQL Server instance name in the format server_name\SQL_instance_name. 3. In the Configuration Database Name section, do one of the following: To use the database name that is displayed, click Use default name. To specify a name for the database, click Specify custom name, and then in the Custom Name box, type a name for the database. 4. Click OK. 3. On the Configure Server Farm Account Settings page, do the following: 1. In the Contact E-mail Address section, in the E-mail address box, type the e-mail address that an external site administrator can contact if problems occur when SharePoint Portal Server crawls the external site. 2. In the Proxy Server Settings section, do one of the following: Click Do not connect using a proxy server. Click Use the proxy server specified below, and then specify the following: 1. In the Address box, type the address of the proxy server that you want SharePoint Portal Server to use while creating content indexes. 2. In the Port box, type the port number for the proxy server that you want SharePoint Portal Server to use while creating indexes of sites and servers. 3. If you do not want SharePoint Portal Server to use the proxy server when creating an index of local addresses, select the Bypass proxy server for local (intranet) addresses check box. 4. If you have specific addresses for which you do not want to use the proxy server, in the Do not use proxy server for addresses beginning with box, type the addresses. 3. Click OK. 4. On the Configure Server Topology page, click Change Components. 5. On the Change Component Assignments page, do the following: 1. In the Component Assignment section, select the Web and Search check boxes. Ensure that the Index check box is cleared for this server, and ensure that -none- appears for the job server component and that the box for the document library server is empty. 2. Click OK. 6. On the Configure Server Topology page, click Close.
2. On the Specify Configuration Database Settings for server_name page, do the following: 1. In the Database Connections section, click Connect to existing configuration database. 2. In the Configuration Database Server section, in the Database server box, type the name of the computer running Microsoft SQL Server. This is the server on which the configuration database will be stored. Note If you have a named SQL Server instance, specify both the name of the computer running SQL Server and the SQL Server instance name in the format server_name\SQL_instance_name. 3. In the Configuration Database Name section, do one of the following: If you want to use the default database name that is displayed, click Use default name. If you want to specify a name for the database, click Specify custom name, and then in the Custom Name box, type a name for the database. 4. Click OK. 3. On the Configure Server Topology page, click Change Components. 4. On the Change Component Assignments page, do the following: 1. Select the Index check box. Ensure that the Web and Search check boxes in the row for the index management and job server are cleared. 2. In the Job Server Component section, in the Job server list, select the server you are configuring as the job server. 3. Ensure that the box for the document library server is empty. 4. Click OK. 5. On the Configure Server Topology page, click Close.
Create a portal site from the first front-end Web and search server
1. On the SharePoint Portal Server Central Administration for server_name page, in the Portal Site and Virtual Server Configuration section, click Create a portal site. 2. On the Create Portal Site for server_name page, do the following: 1. In the Portal Creation Options section, click Create a portal. 2. In the Site Name section, in the Name box, type a name for the portal site. This name appears at the top of most portal site pages. 3. In the Site URL section, do the following: 1. In the Virtual Server list, click the virtual server for this portal site. 2. In the URL address box, type the URL that users will use to connect to the portal site. By default, this URL is http://server_name/. If you are not creating the portal site on the Default Web Site but on another virtual server, the URL includes the port number, for example, http://server_name :port_number/. 4. In the Owner section, do the following: 1. In the Account name box, type the account name for the site owner in the format DOMAIN\user_name. The site owner manages portal site content and user access. 2. In the E-mail address box, type the e-mail address for the portal site owner. 5. Click OK. 3. On the Create Portal Site Confirmation for server_name page, click OK to begin creating the portal site. The Operation Status page appears.
Extend the virtual server on the second front-end Web and search server
If you have two front-end Web servers, you must do the following on the second front-end Web server: 1. On the taskbar, click Start, point to All Programs, point to SharePoint Portal Server, and then click SharePoint Central Administration. 2. On the SharePoint Portal Server Central Administration for server_name page, in the Portal Site and Virtual Server Configuration section, click Extend an existing virtual server from the Virtual Server List page. 3. On the list of virtual servers, click Default Web Site. 4. On the Extend Virtual Server with Windows SharePoint Services page, in the Provisioning Options section, click Extend and map to another virtual server. 5. On the Extend and Map to Another Virtual Server page, in the Server Mapping section, select Default Web Site from the Host name or IIS virtual server name list. 6. In the Application Pool section, do the following: 1. Click Use an existing application pool. 2. From the application pool list, click MSSharePointPortalAppPool. 7. Click OK. 8. On the Refresh Config Cache on Other Web front end servers page, click OK.
Optional: Install and configure the components for backward-compatible document libraries
You can install the components for backward-compatible document libraries on a separate computer.
The product key is located on the back of your SharePoint Portal Server CD case or on your Certificate of Authenticity. If the number you type is not accepted, check the following: o If you are using the numeric keypad on your keyboard, ensure that NUM LOCK is on. o Ensure that you are not using the letter I for the number one. o Ensure that you are not using the letter O for the number zero. 9. On the Document library component of Microsoft Office SharePoint Portal Server 2003 Setup page, specify the location on the server disk where you want to install the program and data files for the document library component. Note You can choose the location for the program files only if you are installing the optional components on a server that does not have SharePoint Portal Server installed. To change the installation location for these files, click Change Folder. SharePoint Portal Server also installs additional required files on the operating system drive. Click Disk Information for information about the amount of disk space required and the amount remaining. If there are existing files in the installation paths, setup removes these files. The path must meet the following restrictions: o The path name can have a maximum length of 80 characters. o The path name can contain only characters in the lower ASCII range. o The path cannot point to a root directory. For example, E:\ is not allowed, but E:\Installation is allowed 10.Click Next. A message appears listing the services that will be stopped. 11.Click OK to stop the services and continue. The Component Progress page appears. 12.On the Completing the Document Library Setup Wizard page, click Finish. You might be prompted to restart your computer.
Use the first front-end Web and search server to configure the components for backward-compatible document libraries
1. Log on to the first front-end Web and search server, and then go to the SharePoint Portal Server Central Administration for server_name page. 2. On the SharePoint Portal Server Central Administration for server_name page, in the Server Configuration section, click Configure server topology. 3. On the Configure Server Topology page, click Change Components. 4. On the Change Component Assignments page, in the Document Library Server Component (Optional) section, in the Document library server box, type the address of the server to run the document library server component. 5. Click OK. 6. On the Configure Server Topology page, click Close.
page, you might need to synchronize the settings for the portal site server and the document library server. To do this, click Synchronize. 2. Click Create document library. 4. On the Create Document Library page, in the Name and Description section, do the following: 1. In the Document library friendly name box, type the display name for the library that you are creating.
Note The display name cannot exceed 100 characters in length. 2. In the Document library description box, type the description for the document library. 3. In the Document library name box, type a word that will be used in the URL of the document library after the server name. For example, for a URL of http://AdventureWorks/Adventure, you would type Adventure. 5. In the Associated Portal Site section, in the Portal site list, select the portal site to associate with this document library. The portal site provides search capability and the ability to personalize alerts for users of the document library. Users can get to the document library from the Document Library area on the home page of the portal site. 6. In the Document Library Contact section, do the following: 1. In the Contact name box, type the name of the user or group to which you are assigning overall responsibility for the document library. 2. In the Contact e-mail address box, type the e-mail address for the contact. The contact e-mail address can be that of an individual user or a group. This e-mail address will be used as the reply-to address for e-mail messages sent by the document library during document approval routes. 7. To limit the number of previous major versions of a document to retain when the document is approved, in the Document Versions section, select the Specify version limit check box, and then type a number in the Number of versions to retain box.
Note This setting does not affect the number of minor versions retained. 8. Click OK. The Operation Status page appears. After the document library is successfully created, the List and Manage Document Libraries page appears.
Related Topics
Server Farm Deployments 2003 Microsoft Corporation. All rights reserved.
3. Click Properties. 4. On the Cluster Parameters tab, do the following: 1. In the IP address box, type the cluster IP. Cluster IP is the virtual IP address that is the entry point to your server farm. This IP address will need to be mapped to a DNS entry so that you can type the name of the cluster from Microsoft Internet Explorer instead of typing the IP address. 2. In the Subnet mask box, type the subnet mask. Use the same subnet mask for this NIC as reported by IPCONFIG /ALL for this NIC. 3. In the Full Internet name box, type the DNS name. Note If you are using Microsoft Windows Internet Name Service (WINS) resolution, enter the WINS name without the domain extension. For example, enter server_farm instead of server_farm. organization.com. 4. In the Cluster operation section, click Unicast (the default choice). 5. Leave the Allow remote control check box at its default (cleared) setting. 5. On the Host Parameters tab, do the following: 1. In the Priority box, enter 1 on your first front-end Web server and 2 on your second front-end Web server. 2. In the Dedicated IP Configuration area, in the IP address box, type the address originally assigned to this front-end NIC. Note You are assigning two IP addresses to the front-end NIC. 3. In the Subnet mask box, type the subnet mask originally assigned to this front-end NIC. 4. Do not change any of the settings in the Initial host state section. 6. On the Port Rules tab, click Edit. 7. In the Filtering mode section, click Multiple host. 8. In the Affinity group, click None. Note SharePoint Portal Server works with affinity, if a third-party application requires it. 9. Click OK, and then click OK again. Note If you see a dialog box stating that you must enter the new address in the TCP/IP component, you have not completed all of the previous steps. Click OK, and then do the following before you proceed: 1. In the Properties dialog box for the front-end NIC, on the General tab, click Internet Protocol (TCP/IP), and then click Properties. 2. Click Advanced. 3. On the IP Settings tab, in the IP addresses section, click Add. 4. In the IP address box, type the virtual IP address. 5. In the Subnet mask box, type the subnet mask. 6. Click Add, and then click OK. 10.Restart the server. 11.Repeat the previous steps on all front-end Web servers. Ensure that you change the priority setting on each one to be unique. 12.Test network load balancing before installing SharePoint Portal Server: 1. Open a command prompt, and then ping the virtual name of the server farm from a client computer that is not part of the server farm. For example, if server_farm is the name you entered as the full Internet name or you are using WINS, you would type ping server_farm. Server_farm is the virtual server farm name in this example. 2. Ensure that you receive a reply. If you receive no reply, ping your server farm by using the virtual IP address for the server farm. The virtual IP address is the cluster IP address that you specified in a previous step. If you receive no reply, contact your network operations contact for DNS/WINS, routing, and static IP support.
3. Type ping virtual_server_farm_name -t. This performs a continuous ping. 4. On the first front-end Web server, do the following: 1. On the taskbar, click Start, point to Control Panel, point to Network Connections, and then click Local Area Connection for the NIC associated with network load balancing. 2. On the General tab, click Disable. 5. On the second front-end Web server, do the following: 1. On the taskbar, click Start, point to Control Panel, point to Network Connections, and then click Local Area Connection for the NIC associated with network load balancing. 2. On the General tab, click Disable. 6. On the client computer that is continuously pinging the virtual name of the server farm, you should see a message that the request timed out. 7. On the first front-end Web server, on the taskbar, click Start, point to Control Panel, point to Network Connections, right-click Local Area Connection for the NIC associated with network load balancing, and then click Enable. 8. On the client computer that is continuously pinging the virtual name of the server farm, you should see a reply to the ping within 10 seconds. If you do not see a reply, ensure that your network load balancing configuration and your network configuration are correct. 9. On the first front-end Web server, do the following: 1. On the taskbar, click Start, point to Control Panel, point to Network Connections, and then click Local Area Connection for the NIC associated with network load balancing. 2. On the General tab, click Disable. 10.On the client computer that is continuously pinging the virtual name of the server farm, you should see a message that the request timed out. 11.On the second front-end Web server, on the taskbar, click Start, point to Control Panel, point to Network Connections, right-click Local Area Connection for the NIC associated with network load balancing, and then click Enable. 12.On the client computer that is continuously pinging the virtual name of the server farm, you should see a reply to the ping within 10 seconds. If you do not see a reply, ensure that your network load balancing configuration and your network configuration are correct. 13.On the second front-end Web server, do the following: 1. On the taskbar, click Start, point to Control Panel, point to Network Connections, and then click Local Area Connection for the NIC associated with network load balancing. 2. On the General tab, click Disable. 14.On the client computer that is continuously pinging the virtual name of the server farm, you should see a message that the request timed out. 15.On the first front-end Web server, on the taskbar, click Start, point to Control Panel, point to Network Connections, right-click Local Area Connection for the NIC associated with network load balancing, and then click Enable. 16.On the second front-end Web server, on the taskbar, click Start, point to Control Panel, point to Network Connections, right-click Local Area Connection for the NIC associated with network load balancing, and then click Enable. 17.On the client computer that is continuously pinging the virtual name of the server farm, press CTRL+C to break the ping cycle. Note When the back-end NICs of the front-end Web servers and the client computers accessing them are on the same subnet, the back-end NICs will respond to the client computers instead of the load-balanced front-end NICs. This can cause performance to degrade. The back-end NICs will be flooded with traffic to client computers, and propagations to the front-end Web servers will be competing for bandwidth. Note It is recommended that you implement some type of health checking to monitor the front-end Web servers. The worker process recycles nightly. During this time, the front-end Web servers remain active in the network load-balanced cluster. The load balance solution continues to distribute the load to all computers, including those that will not respond because the worker process is recycling. To avoid this issue, it is recommended that you implement
health checking to monitor the front-end Web servers and remove them from the server farm when they are not available.
following: 1. In the Account name box, type the user account name to be used for administrative operations that create, modify, or grant access to the configuration or portal site databases. The account must be a member of the Power Users group on this server. The account must have the Database Creators and Security Administrators server roles on this SQL Server instance. In addition, the account must be a domain account if you have more than one server in your configuration. Specifying an account that is a member of the local Administrators group on the server on which you are installing SharePoint Portal Server is not recommended. Important The following user rights are granted automatically to this account (the configuration database administration account) on the local server: Replace a process level token, Adjust memory quotas for a process, and Log on as a service. If you change this account by using the Configure Server Farm Account Settings page, the rights are not revoked automatically for the previous account. However, you can remove these rights by using Local Security Settings. To open Local Security Settings, click Start, point to Administrative Tools, and then click Local Security Policy. Type the account name in the format DOMAIN\user_name. 2. In the Password box, type the password for the account. 3. Click Next. 11.On the Install Microsoft Office SharePoint Portal Server 2003 page, click Next. Note It may take up to one minute for the Next button to become active. 12. On the Completing the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page, click Finish.
Server and the SQL Server instance name in the format server_name\SQL_instance_name. 3. In the Configuration Database Name section, do one of the following: If you want to use the default database name that is displayed, click Use default name. If you want to specify a name for the database, click Specify custom name, and then, in the Custom Name box, type a name for the database. You might specify a custom configuration database name so that you can host multiple server farms on a single SQL Server instance. 4. Click OK. 3. On the Configure Server Farm Account Settings page, do the following: 1. In the Contact E-mail Address section, in the E-mail address box, type the e-mail address that an external site administrator can contact if problems occur when SharePoint Portal Server crawls the external site. 2. In the Proxy Server Settings section, do one of the following: Click Do not connect by using a proxy server. Click Use the proxy server specified, and then specify the following: 1. In the Address box, type the address of the proxy server that you want SharePoint Portal Server to use while creating content indexes. 2. In the Port box, type the port number for the proxy server that you want SharePoint Portal Server to use while creating indexes of sites and servers. 3. If you do not want SharePoint Portal Server to use the proxy server when creating an index of local addresses, select the Bypass proxy server for local (intranet) addresses check box. 4. If you have specific addresses for which you do not want to use the proxy server, in the Do not use proxy server for addresses beginning with box, type the addresses. 3. Click OK. 4. On the Configure Server Topology page, click Change Components. 5. On the Change Component Assignments page, select the Web check box for the first front-end Web server. Ensure that the Search and Index check boxes are cleared for the first front-end Web server, and ensure that -none- appears for the job server component and that the box for the document library server is empty. 6. Click OK. 7. On the Configure Server Topology page, click Close.
3. Click OK. 2. On the Specify Configuration Database Settings for server_name page, do the following: 1. In the Database Connections section, click Connect to existing configuration database. In the following steps, you should choose the same server, instance, and database name that you specified when you created the configuration database. 2. In the Configuration Database Server section, in the Database server box, type the name of the computer running Microsoft SQL Server. This is the server on which the configuration database is stored. Note If you have a named SQL Server instance, specify both the name of the computer running SQL Server and the SQL Server instance name in the format server_name\SQL_instance_name. 3. In the Configuration Database Name section, do one of the following: If you want to use the default database name that is displayed, click Use default name. If you want to specify a name for the database, click Specify custom name, and then, in the Custom Name box, type a name for the database. 4. Click OK. 3. On the Configure Server Farm Account Settings page, do the following: 1. In the Contact E-mail Address section, in the E-mail address box, type the e-mail address that an external site administrator can contact if problems occur when SharePoint Portal Server crawls the external site. 2. In the Proxy Server Settings section, do one of the following: Click Do not connect by using a proxy server. Click Use the proxy server specified, and then specify the following: 1. In the Address box, type the address of the proxy server that you want SharePoint Portal Server to use while creating content indexes. 2. In the Port box, type the port number for the proxy server that you want SharePoint Portal Server to use while creating indexes of sites and servers. 3. If you do not want SharePoint Portal Server to use the proxy server when creating an index of local addresses, select the Bypass proxy server for local (intranet) addresses check box. 4. If you have specific addresses for which you do not want to use the proxy server, in the Do not use proxy server for addresses beginning with box, type the addresses. 3. Click OK. 4. On the Configure Server Topology page, click Change Components. 5. On the Change Component Assignments page, select the Web check box for the second front-end Web server. Ensure that the Search and Index check boxes are cleared for the second front-end Web server, and ensure that -none- appears for the job server component and that the box for the document library server is empty. 6. Click OK. 7. On the Configure Server Topology page, click Close.
This account is an existing Windows account that is used as the default account when creating a content index of content sources. The account must have read access to the content being crawled. 2. In the Password box, type the password for the account. 3. In the Confirm Password box, type the password again. 2. In the Portal Site Application Pool Identity section, do the following: 1. In the User name box, type the account name in the format DOMAIN\user_name. 2. In the Password box, type the password for the account. 3. In the Confirm Password box, type the password again. 3. Click OK. 2. On the Specify Configuration Database Settings for server_name page, do the following: 1. In the Database Connections section, click Create configuration database. 2. In the Configuration Database Server section, in the Database server box, type the name of the computer running Microsoft SQL Server. This is the server on which the configuration database will be stored. Note If you have a named SQL Server instance, specify both the name of the computer running SQL Server and the SQL Server instance name in the format server_name\SQL_instance_name. 3. In the Configuration Database Name section, do one of the following: If you want to use the default database name that is displayed, click Use default name. If you want to specify a name for the database, click Specify custom name, and then, in the Custom Name box, type a name for the database. You might specify a custom configuration database name so that you can host multiple server farms on a single SQL Server instance. 4. Click OK. 3. On the Configure Server Farm Account Settings page, do the following: 1. In the Contact E-mail Address section, in the E-mail address box, type the e-mail address that an external site administrator can contact if problems occur when SharePoint Portal Server crawls the external site. 2. In the Proxy Server Settings section, do one of the following: Click Do not connect by using a proxy server. Click Use the proxy server specified, and then specify the following: 1. In the Address box, type the address of the proxy server that you want SharePoint Portal Server to use while creating content indexes. 2. In the Port box, type the port number for the proxy server that you want SharePoint Portal Server to use while creating indexes of sites and servers. 3. If you do not want SharePoint Portal Server to use the proxy server when creating an index of local addresses, select the Bypass proxy server for local (intranet) addresses check box. 4. If you have specific addresses for which you do not want to use the proxy server, in the Do not use proxy server for addresses beginning with box, type the addresses. 3. Click OK. 4. On the Configure Server Topology page, click Change Components. 5. On the Change Component Assignments page, select the Search check box for the first search server. Ensure that the Web and Index check boxes are cleared for the first search server, and ensure that -noneappears for the job server component and that the box for the document library server is empty. 6. Click OK. 7. On the Configure Server Topology page, click Close.
On the second search server, after you click Finish on the Completing the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page, the Configure Server Farm Account Settings page appears. Using an instance of Internet Explorer that is running on the computer that you have designated as the second search server, do the following: 1. On the Configure Server Farm Account Settings page, do the following: 1. In the Default Content Access Account section, do the following: 1. In the User name box, type the account name in the format DOMAIN\user_name. This account is an existing Windows account that is used as the default account when creating a content index of content sources. The account must have read access to the content being crawled. 2. In the Password box, type the password for the account. 3. In the Confirm Password box, type the password again. 2. In the Portal Site Application Pool Identity section, do the following: 1. In the User name box, type the account name in the format DOMAIN\user_name. 2. In the Password box, type the password for the account. 3. In the Confirm Password box, type the password again. 3. Click OK. 2. On the Specify Configuration Database Settings for server_name page, do the following: 1. In the Database Connections section, click Connect to existing configuration database. In the following steps, you should choose the same server, instance, and database name that you specified when you created the configuration database. 2. In the Configuration Database Server section, in the Database server box, type the name of the computer running Microsoft SQL Server. This is the server on which the configuration database is stored. Note If you have a named SQL Server instance, specify both the name of the computer running SQL Server and the SQL Server instance name in the format server_name\SQL_instance_name. 3. In the Configuration Database Name section, do one of the following: If you want to use the default database name that is displayed, click Use default name. If you want to specify a name for the database, click Specify custom name, and then, in the Custom Name box, type a name for the database. 4. Click OK. 3. On the Configure Server Farm Account Settings page, do the following: 1. In the Contact E-mail Address section, in the E-mail address box, type the e-mail address that an external site administrator can contact if problems occur when SharePoint Portal Server crawls the external site. 2. In the Proxy Server Settings section, do one of the following: Click Do not connect by using a proxy server. Click Use the proxy server specified, and then specify the following: 1. In the Address box, type the address of the proxy server that you want SharePoint Portal Server to use while creating content indexes. 2. In the Port box, type the port number for the proxy server that you want SharePoint Portal Server to use while creating indexes of sites and servers. 3. If you do not want SharePoint Portal Server to use the proxy server when creating an index of local addresses, select the Bypass proxy server for local (intranet) addresses check box. 4. If you have specific addresses for which you do not want to use the proxy server, in the Do not use proxy server for addresses beginning with box, type the addresses. 3. Click OK. 4. On the Configure Server Topology page, click Change Components. 5. On the Change Component Assignments page, select the Search check box for the second search server. Ensure that the Web and Index check boxes are cleared for the second search server, and ensure that
-none- appears for the job server component and that the box for the document library server is empty. 6. Click OK. 7. On the Configure Server Topology page, click Close.
4. If you have specific addresses for which you do not want to use the proxy server, in the Do not use proxy server for addresses beginning with box, type the addresses. 3. Click OK. 4. On the Configure Server Topology page, click Change Components. 5. On the Change Component Assignments page, do the following: 1. Select the Index check box. Ensure that the Web and Search check boxes in the row for the index management and job server are cleared. 2. In the Job Server Component section, in the Job server list, select the server you are configuring as the job server. 3. Ensure that the box for the document library server is empty. 4. Click OK. 6. On the Configure Server Topology page, click Close.
3. 4. 5. 6.
7. 8.
Virtual Server Configuration section, click Extend an existing virtual server from the Virtual Server List page. On the list of virtual servers, click Default Web Site. On the Extend Virtual Server page, in the Provisioning Options section, click Extend and map to another virtual server. On the Extend and Map to Another Virtual Server page, in the Server Mapping section, select Default Web Site from the Host name or IIS virtual server name list. In the Application Pool section, do the following: 1. Click Use an existing application pool. 2. From the application pool list, click MSSharePointPortalAppPool. Click OK. On the Refresh Config Cache on Other Web front end servers page, click OK.
Optional: Install and configure the components for backward-compatible document libraries
You can install the components for backward-compatible document libraries on a separate computer.
component. Note If you are installing the optional components on a server that already has SharePoint Portal Server installed, you cannot choose the location for the program files. If you are installing the optional components on a server that does not have SharePoint Portal Server installed, you can choose the location for the program files. You can change the installation location for these files by clicking Change Folder. SharePoint Portal Server also installs additional required files on the operating system drive. Click Disk Information for information about the amount of disk space required and the amount remaining. If there are existing files in the installation paths, Setup removes these files. The path must meet the following restrictions: o The path name can have a maximum length of 80 characters. o The path name can contain only characters in the lower ASCII range. o The path cannot point to a root directory. For example, E:\ is not allowed, but E:\Installation is allowed. 10.Click Next. A message that lists services that will be stopped appears. 11.Click OK to stop the services and continue. The Component Progress page appears. 12.On the Completing the Document Library Setup Wizard page, click Finish. You might be prompted to restart your computer.
Use the first front-end Web server to configure the components for backward-compatible document libraries
1. Log on to the first front-end Web server, and then go to the SharePoint Portal Server Central Administration for server_name page. 2. On the SharePoint Portal Server Central Administration for server_name page, in the Server Configuration section, click Configure server topology. 3. On the Configure Server Topology page, click Change Components. 4. On the Change Component Assignments page, in the Document Library Server Component (Optional) section, in the Document library server box, type the address of the server to run the document library server component. 5. Click OK. 6. On the Configure Server Topology page, click Close.
Note The display name cannot exceed 100 characters in length. 2. In the Document library description box, type the description for the document library. 3. In the Document library name box, type a word that will be used in the URL of the document library after the server name. For example, for a URL of http://AdventureWorks/Adventure, you would type Adventure. 5. In the Associated Portal Site section, in the Portal site list, select the portal site to associate with this document library. The portal site provides search capability and the ability to personalize alerts for users of the document library. Users can get to the document library from the Document Library area on the home page of the portal site. 6. In the Document Library Contact section, do the following: 1. In the Contact name box, type the name of the user or group to which you are assigning overall responsibility for the document library. 2. In the Contact e-mail address box, type the e-mail address for the contact. The contact e-mail address can be that of an individual user or a group. This e-mail address will be used as the reply-to address for e-mail messages sent by the document library during document approval routes. 7. To limit the number of previous major versions of a document to retain when the document is approved, in the Document Versions section, select the Specify version limit check box, and then type a number in the Number of versions to retain box.
Note This setting does not affect the number of minor versions retained. 8. Click OK. The Operation Status page appears. After the document library is successfully created, the List and Manage Document Libraries page appears.
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Server Farm Deployments 2003 Microsoft Corporation. All rights reserved.
Security Considerations
The portal site application pool for the child server farm is a member of the db_owner database role in SQL Server on the profile, component settings, and content databases for the parent portal site. The configuration database administration account for the child server farm is a member of the db_owner database role in SQL Server on the configuration database for the parent server farm.
The portal site and document library URLs are generated from the alternate access setting list for the child server farm. Search results use URLs from the alternate access setting list for the parent server farm. Changing an entry in the alternate access setting list (such as changing a default URL, or adding or changing an extranet URL) requires you to do this on both the child server farm and parent server farm. The alternate access entry list in the parent server farm should be a superset of the alternate access entry lists in all child server farms. Each child server farm must keep alternate access entries for its portal sites and document libraries up-to-date.
For more information about alternate access settings, see About Alternate Portal Access Settings.
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Shared Services Deployments 2003 Microsoft Corporation. All rights reserved.
About the Expiration of Trial Software and the Server Date and Time
The evaluation version of Microsoft Office SharePoint Portal Server 2003 has an evaluation period of 120 days. The evaluation period begins when the evaluation copy of SharePoint Portal Server is installed. After 120 days, the following error message appears in the event application log: "The evaluation period on this version of SharePoint Portal Server has expired." Server and export data will not be available. Users who search for items on the portal site receive an error message telling them that the search service is unavailable and to contact the administrator of the portal site. If you are upgrading to SharePoint Portal Server from a server that has an expired copy of the evaluation version of SharePoint Portal Server, you can recover the server and export data that you need to upgrade by changing the date and time on your server to a date within the evaluation period, and then exporting any data that you want to preserve to another server.
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Upgrading from an Evaluation CopyUpgrade Considerations 2003 Microsoft Corporation. All rights reserved.
o Ensure that you are not using the letter O for the number zero. 9. On the Installation Type and File Location page, do the following: 1. Click Install with database engine. 2. To specify a different file location, click Browse, and then specify a location. 3. Click Next. Setup installs SharePoint Portal Server and the SQL Server Desktop Engine. 10. On the Install Microsoft Office SharePoint Portal Server 2003 page, click Next. 11.On the Completing the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page, click Finish.
This account must be a domain account. This account is added to the Administrator site group for the portal site. The portal owner manages portal content and user access. 2. In the E-mail address box, type the e-mail address for the portal owner. 5. Click OK. 3. On the Create Portal Confirmation for Server server_name page, click OK to begin creating the portal. The Operation Status page appears. At the end of a successful portal creation, the Operation Successful page appears. You can then further configure the portal.
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System Requirements 2003 Microsoft Corporation. All rights reserved.
A message about services that will be stopped appears. 5. If you want to stop the listed services and continue Setup, click OK. Setup installs Windows SharePoint Services, and then the Welcome to the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page appears. 6. On the Welcome to the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page, click Next. 7. On the End-User License Agreement page, select the I accept all of the terms in the license agreement check box, and then click Next. 8. On the Product Key page, type the product key in the spaces provided, and then click Next. The product key is located on the back of your SharePoint Portal Server CD case or on your Certificate of Authenticity. If the number that you type is not accepted, check the following: o If you are using the numeric keypad on your keyboard, ensure that NUM LOCK is on. o Ensure that you are not using the letter I for the number one. o Ensure that you are not using the letter O for the number zero. 9. On the Installation Type and File Location page, do the following: 1. Click Install without database engine.
2. To specify a different file location, click Browse, and then specify a location. Note If the file locations you specified do not exist, you will be prompted to create them. On the message that appears, click Yes to create the location, or click No to choose another location. 3. Click Next. Microsoft Office SharePoint Portal Server 2003 installs. 10. On the Microsoft Office SharePoint Portal Server 2003 page requesting account information, do the following: 1. In the Account name box, type the user account name to be used for administrative operations that create, modify, or grant access to the configuration or portal site databases. The account must be a member of the Power Users group on this server. The account must have the Database Creators and Security Administrators server roles on this SQL Server instance. In addition, the account must be a domain account if you have more than one server in your configuration. Specifying an account that is a member of the local Administrators group on the server on which you are installing SharePoint Portal Server is not recommended. Important The following user rights are granted automatically to this account (the configuration database administration account) on the local server: Replace a process level token, Adjust memory quotas for a process, and Log on as a service. If you change this account by using the Configure Server Farm Account Settings page, the rights are not revoked automatically for the previous account. However, you can remove these rights by using Local Security Settings. To open Local Security Settings, click Start, point to Administrative Tools, and then click Local Security Policy. Type the account name in the format DOMAIN\user_name. 2. In the Password box, type the password for the account. 3. Click Next. 11.On the Install Microsoft Office SharePoint Portal Server 2003 page, click Next. Note It may take up to one minute for the Next button to become active. 12. On the Completing the Microsoft Office SharePoint Portal Server 2003 Setup Wizard page, click Finish.
2. On the Specify Configuration Database Settings for server_name page, do the following: 1. In the Database Connections section, do one of the following: If no configuration database exists, click Create configuration database. If a configuration database already exists, click Connect to existing configuration database. 2. In the Configuration Database Server section, in the Database server box, type the name of the computer running SQL Server. This is the server on which the configuration database will be stored. Note If you have a named SQL Server instance, specify both the name of the computer running SQL Server and the SQL Server instance name in the format server_name\SQL_instance_name. 3. In the Configuration Database Name section, do one of the following: If you want to use the default database name that is displayed, click Use default name. If you want to specify a name for the database, click Specify custom name, and then in the Custom Name box, type a name for the database. 4. Click OK. The database and server are configured. 3. On the Configure Server Farm Account Settings page, do the following: 1. In the Contact E-mail Address section, in the E-mail address box, type the e-mail address that an external site administrator can contact if problems occur when SharePoint Portal Server crawls the external site. 2. In the Proxy Server Settings section, do one of the following: Click Do not connect by using a proxy server. Click Use the proxy server specified, and then specify the following: 1. In the Address box, type the address of the proxy server that you want SharePoint Portal Server to use while creating content indexes. 2. In the Port box, type the port number for the proxy server that you want SharePoint Portal Server to use while creating indexes of sites and servers. 3. If you do not want SharePoint Portal Server to use the proxy server when creating an index of local addresses, select the Bypass proxy server for local (intranet) addresses check box. 4. If you have specific addresses for which you do not want to use the proxy server, in the Do not use proxy server for addresses beginning with box, type the addresses. 3. Click OK. 4. On the Configure Server Topology page, click Change Components. 5. On the Change Component Assignments page, do the following: 1. In the Component Assignment section, select a check box to assign a component to a server. You can assign more than one component to each server. 2. In the Job Server Component section, in the Job server list, select a job server. 3. If you have installed the server component for backward-compatible document libraries, in the Document Library Server Component (Optional) section, in the Document library server box, type the name of the server to run the document library server component. 4. Click OK. 6. On the Configure Server Topology page, click Close. 7. On the SharePoint Portal Server Central Administration for server_name page, in the Portal Site and Virtual Server Configuration section, click Create a portal site. 8. On the Create Portal Site for server_name page, do the following: 1. In the Portal Creation Options section, click Create a portal. 2. In the Site Name section, in the Name box, type a name for the portal site. This name appears at the top of most portal site pages. 3. In the Site URL section, do the following: 1. In the Virtual Server list, click the virtual server for this portal site. 2. In the URL address box, type the URL that users will use to connect to the portal site.
By default, this URL is http://server_name/. If you are not creating the portal site on the Default Web Site but on another virtual server, the URL includes the port number, for example, http://server_name :port_number/. 4. In the Owner section, do the following: 1. In the Account name box, type the account name for the site owner in the format DOMAIN\user_name. This account must be a domain account. This account is added to the Administrator site group for the portal site. The site owner manages portal site content and user access. 2. In the E-mail address box, type the e-mail address for the portal site owner. 5. Click OK. 9. On the Create Portal Site Confirmation for server_name page, click OK to begin creating the portal site. The Operation Status page appears. At the end of a successful portal site creation, the Operation Successful page appears. You can then further configure the portal site.
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System Requirements 2003 Microsoft Corporation. All rights reserved.
The product key is located on the back of your SharePoint Portal Server CD case or on your Certificate of Authenticity. If the number you type is not accepted, check the following: o If you are using the numeric keypad on your keyboard, ensure that NUM LOCK is on. o Ensure that you are not using the letter I for the number one. o Ensure that you are not using the letter O for the number zero. 9. On the Document library component of Microsoft Office SharePoint Portal Server 2003 Setup page, type the location on the server where you want to install the program and data files for the document library component. Note You can only choose the location for the program files if you are installing the optional components on a server that does not have SharePoint Portal Server installed. You can change the installation location for these files by clicking Change Folder. SharePoint Portal Server also installs additional required files on the operating system drive. Click Disk Information for information about the amount of disk space required and the amount remaining. If there are existing files in the installation paths, setup removes these files. The path must meet the following restrictions: o The path name can have a maximum length of 80 characters. o The path name can contain only characters in the lower ASCII range. o The path cannot point to a root directory. For example, E:\ is not allowed, but E:\Installation is allowed 10.Click Next. A message appears listing the services that will be stopped. 11.Click OK to stop the services and continue. The Component Progress page appears. 12. On the Completing the Document Library Setup Wizard page, click Finish. You might be prompted to restart your computer. After the setup wizard completes the setup, you must perform the following steps to make the optional document library component functional. 1. Change component assignments for the server farm. 2. Create a document library. 3. Manage security for a backward-compatible document library.
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System Requirements 2003 Microsoft Corporation. All rights reserved.
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System Requirements 2003 Microsoft Corporation. All rights reserved.
Windows repairs SharePoint Portal Server. 7. In the successful completion message box, click OK. 2003 Microsoft Corporation. All rights reserved.
A message appears listing services that will be stopped. 7. To stop the services and continue, click OK. The Component Progress page appears, and Windows repairs the component for backward-compatible document libraries. 8. On the Completing the Document Library Setup Wizard page, click Finish. 9. If you are prompted to restart the computer, click Yes. 2003 Microsoft Corporation. All rights reserved.
Repair the client components for backward-compatible document libraries by using Control Panel
1. Log on to the client computer as a user with administrator privileges. 2. Click Start, point to Control Panel, and then click Add or Remove Programs. 3. In the Add or Remove Programs dialog box, click Client for Microsoft Office SharePoint Portal Server 2003. 4. Click Change. 5. On the Welcome to the Client Components Setup Wizard page, click Next. 6. On the Maintenance Mode Options page, click Repair the client components of the document management component of SharePoint Portal Server, and then click Next. 7. On the Ready to Repair the Program page, click Install. The Install Client Components progress page appears, and Windows repairs the client components. 8. On the Completing the Client Components Setup Wizard page, click Finish.
Repair the client components for backward-compatible document libraries from the command line
1. On the taskbar, do one of the following: Click Start, point to All Programs, point to Accessories, and then click Command Prompt. Or Click Start, and then click Run. In the Open field type cmd and click OK. 2. At the command prompt, type "path\setup" /f "path\SPSClient.msi", where path is the path to the setup.exe and SPSClient.msi files. Include the switch /f to repair the client components. For example, to repair the client components, where setup.exe and SPSClient.msi are in E:\Client Files, you
would type E:\Client Files\setup" /f "E:\Client Files\SPSClient.msi. Note If you have removed one or more of the installation prerequisites, you cannot repair the client components unless you disable the prerequisite check. You can disable the prerequisite check by adding DISABLEPREREQ=1 to the command line. To disable the prerequisite check in the preceding example, you would type E:\Client Files\setup" /f "E:\Client Files\SPSClient.msi" DISABLEPREREQ=1. 2003 Microsoft Corporation. All rights reserved.
Note When you remove SharePoint Portal Server 2003 or the component for backward-compatible document libraries from a server, some files and registry keys are not removed. For a list of the data that is not removed, search for article 821956 in the Microsoft Knowledge Base. 2003 Microsoft Corporation. All rights reserved.
7. To stop the services and continue, click OK. The Component Progress page appears, and Windows removes the component for backward-compatible document libraries. 8. On the Completing the Document Library Setup Wizard page, click Finish. 9. If you are prompted to restart the computer, click Yes. 2003 Microsoft Corporation. All rights reserved.
Uninstall the client components for backward-compatible document libraries by using Control Panel
1. Log on to the client computer as a user with administrator privileges. 2. Click Start, point to Control Panel, and then click Add or Remove Programs. 3. In the Add or Remove Programs dialog box, click Client for Microsoft Office SharePoint Portal Server 2003. 4. Click Remove. 5. In the confirmation message box, click Yes to remove the client components.
Uninstall the client components for backward-compatible document libraries by using the command line
1. In the task bar do one of the following: Click Start, point to Programs, point to Accessories, and then click Command Prompt or Click Start, then click Run. In the Open field type cmd and click OK. 2. Type "path\setup" switch "path\SPSClient.msi" where path is the path to the setup.exe and SPSClient.msi files. Use the /x switch to remove the client components. For example, to remove the client components, where setup.exe and SPSClient.msi are in E:\Client Files, you
would type E:\Client Files\setup" /x "E:\Client Files\SPSClient.msi. Note If you have removed one or more of the installation prerequisites, you cannot remove the client components unless you disable the prerequisite check. You disable the prerequisite check by adding DISABLEPREREQ=1 to the command line. To disable the prerequisite check in the preceding example, you would type E:\Client Files\setup" /x "E:\Client Files\SPSClient.msi" DISABLEPREREQ=1. 2003 Microsoft Corporation. All rights reserved.
Note Upgrade to the final release of SharePoint Portal Server 2003 is supported only from SharePoint Portal Server 2003 Beta 2 Technical Refresh for the following language versions of SharePoint Portal Server 2003: English, French, German, and Japanese. The language version before and after the upgrade must be the same.
Important Upgrading to SharePoint Portal Server 2003 is recommended only if your server farm contains data that cannot be easily migrated without upgrading. If possible, install SharePoint Portal Server 2003 without upgrading.
Before Upgrading
Before upgrading, do the following: Follow the procedures in the Backup and Restore section of the Microsoft Office SharePoint Portal Server 2003 Administrator's Guide to back up your server or server farm. Ensure that the content indexes are selected in the SharePoint Portal Server Data Backup and Restore utility. Preserve modifications to .css files by saving the files named sps.css to another location. You will use them to overwrite the version of the files installed during the upgrade. For more information, see Restoring Customizations After Upgrading. Ensure that each computer in the server farm is a member of the same domain, and that the domain controller is correctly configured and connected to the network. Disable all monitoring tools, such as Microsoft Operations Manager 2000, and all antivirus tools until the upgrade is completed. If you do not disable these tools, the upgrade may fail. Uninstall Microsoft Office Components for SharePoint Products and Technologies. If Microsoft Office Components for SharePoint Products and Technologies is installed on the server, you must uninstall it before continuing. If you are upgrading from SharePoint Portal Server 2003 Beta 2 Technical Refresh to the final retail version of SharePoint Portal Server 2003, make sure that you have the CD product key ready before continuing.
Important You must enter the CD product key when prompted. If you click Cancel on that page, the upgrade will fail and you must restore your server to the most recent backup image. Running the upgrade program from a network share is not supported. The upgrade must be run from the CD or copied to the local computer and run from the command line.
Note Running upgrade from a network share is not supported. Upgrade must be run from the CD or copied to the local computer and run from the command line.
Important If you are upgrading from SharePoint Portal Server 2003 Beta 2 Technical Refresh to the final retail version of SharePoint Portal Server 2003, make sure that you have the CD product key ready before continuing. You must enter the CD product key when prompted. If you click Cancel on that page, upgrade will fail and you will have to restore your server to the most recent backup image. 2. If you are upgrading a server farm installation from the \SPS\Upgrade folder of the SharePoint Portal Server 2003 CD, run "stopservices.cmd". You must run "stopservices.cmd" on each server of your server farm at this time. 3. From the Autorun window that appears when you insert the SharePoint Portal Server 2003 CD, click Upgrade. Follow the instructions. If you are upgrading from the command line on the local computer and only the \SPS\Upgrade directory is copied to the local computer, you must specify the path to the copies of the CD files when running SPSUpgrade.exe from the command line. The command line syntax is SPSUpgrade \\fileserver\directory for CD files. If all of the files on the CD are copied to the local computer, simply run SPSUpgrade.exe from the local computer.
Note When you are asked to restart Windows before upgrade is finished, restart the computer that you are upgrading. Upgrade will continue automatically after you restart. Do not upgrade any other computers until upgrade is finished on the current computer. For single-server installations, restart the computer upon completion of the upgrade application. For server farm installations, click Finish on the final page of the upgrade application. You will be prompted to restart the computer. Restart each computer only after upgrade has completed on all computers in the server farm. Each time you run upgrade, on the final page of upgrade, you must provide the current user name and password for the configuration database administration account. Entering a new or different user name and password for the account is not supported.
If upgrade cannot complete for any reason, check the upgrade log files and resolve any issues. Then restart upgrade from the CD without using the Autorun window.
Important After you have successfully upgraded to SharePoint Portal Server 2003, it is recommended that you back up all of the servers in the server farm and restore them to computers with new, non-upgraded installations of SharePoint Portal Server 2003. This reduces the amount of obsolete information on your servers, such as unused files, data, or registry keys.
Upgrading from a Beta Version of SharePoint Portal Server 2003 Previously Upgraded from SharePoint Portal Server 2001
Upgrading to the final release of SharePoint Portal Server 2003 from any beta version of SharePoint Portal Server 2003 that was upgraded from SharePoint Portal Server 2001 can result in loss of data or reduced functionality, and is not supported. To upgrade to the final release of SharePoint Portal Server 2003, you must perform an upgrade directly from SharePoint Portal Server 2001 to the final release of SharePoint Portal Server 2003. Any changes made after the upgrade to the beta version of SharePoint Portal Server 2003 will be lost.
Upgrading the Optional Document Library Components from a Previous Version of SharePoint Portal Server 2003
If you are upgrading to SharePoint Portal Server 2003 from a previous version of SharePoint Portal Server 2003 that included the optional document library components, you must also upgrade the optional document library components: 1. Insert the SharePoint Portal Server 2003 CD into your CD drive.
Note Installing the document library components from a network share is not supported. You must use the CD or copy the files to your local computer and install from there. 2. On the taskbar, click Start, and then click My Computer. 3. In My Computer, browse to the Optional\Server directory on the CD, and then click Setup.exe.
Note After the optional document library components are upgraded, all existing workspaces are upgraded. The status of the upgraded workspaces is available in Event Viewer. Wait until all workspaces are upgraded before using backward-compatible document libraries.
Upgrading of services and application pool accounts, which occurs at the end of the overall upgrade process, can take as long as 30 to 45 minutes on server farms with large numbers of users or large amounts of data. Do not cancel the upgrade when this occurs. The upgrade should complete successfully.
The other template files are located under the folder at: <drive>:\Program Files\Common Files\Microsoft Shared\Web Server Extensions\60\Template\Admin\1033
If you save all of the files in these folders that you have customized, you will retain all of the customizations for your portal site. 2003 Microsoft Corporation. All rights reserved.
Upgrading from SharePoint Portal Server 2001 to SharePoint Portal Server 2003
Supported upgrade scenarios from SharePoint Portal Server 2001 Upgrade from SharePoint Portal Server 2001 Service Pack 2 or later to SharePoint Portal Server 2003 is supported
in the following circumstances: Upgrade from all versions of SharePoint Portal Server 2001 Service Pack 2 or later is supported, including evaluation versions. The language version for SharePoint Portal Server 2003 must be the same as the language version for SharePoint Portal Server 2001. English, French, German, Spanish, Italian, and Japanese are supported. You must upgrade the operating system from Windows 2000 Server to Windows Server 2003 after exporting data from SharePoint Portal Server 2001 and before completing the upgrade of SharePoint Portal Server.
Note Upgrading to the final release of SharePoint Portal Server 2003 from any beta version of SharePoint Portal Server 2003 that was upgraded from Microsoft SharePoint Portal Server 2001 can result in loss of data or reduced functionality, and is not supported. To upgrade to the final release of SharePoint Portal Server 2003, you must perform an upgrade directly from SharePoint Portal Server 2001 to the final release of SharePoint Portal Server 2003. Any changes made after the upgrade to the beta version of SharePoint Portal Server 2003 will be lost. Backing up and restoring SharePoint Portal Server 2001 Before you upgrade to SharePoint Portal Server 2003, you must back up and restore the SharePoint Portal Server 2001 server computer's settings to another computer running SharePoint Portal Server 2001. For more information on backup and restore in SharePoint Portal Server 2001, see Administrator's Help for SharePoint Portal Server 2001. Important Do not use the Windows Backup utility to back up the server. Although the backup process is completed, the utility does not back up all required data for SharePoint Portal Server 2001. A subsequent restore using this utility fails. You must be a member of the local administrators group to complete this procedure. 1. On the taskbar, click Start, point to All Programs, point to Accessories, and then click Command Prompt. 2. Change directories to the SharePoint Portal Server \Bin directory. The location of this directory depends on the location of the SharePoint Portal Server installation directory. 3. Specify a network access account with rights to the computer to which you plan to restore this installation of SharePoint Portal 2001. To specify this account, type MSDMBack /a domain\user_password and then press ENTER. You need to specify this account only once. 4. Type MSDMBack /b path_to_backup_file_name [password] and then press ENTER. The /b switch indicates that this is a backup procedure. For example, if you want to back up to the C:\DailyBackup directory, and you want the backup file name to be AdventureBackup1, the path_to_backup_file_name parameter is C:\BackupDaily\AdventureBackup1. The DailyBackup directory must exist and the AdventureBackup1 file must not exist before you run the script. The MSDMBack utility displays a dialog box with a status bar. If you want to cancel the backup process, click Abort. 5. On the taskbar of the computer to which you are restoring SharePoint Portal 2001, click Start, select All Programs, select Accessories, and then click Command Prompt. 6. Change directories to the SharePoint Portal Server \Bin directory. The location of this directory depends on the location of the SharePoint Portal Server installation directory. 7. Type MSDMBack /r path_to_backup_file_name [password] [/o] The /r switch indicates that this is a restore procedure. The optional /o switch indicates that the restoration should put the full-text indexes in the original location of the backup source, not in the current default location. For example, if you want to restore from the AdventureBackup1 file in the C:\DailyBackup directory, the
path_to_backup_file_name parameter is C:\BackupDaily\AdventureBackup1. The MSDMBack utility displays a dialog box with a status bar. If you want to cancel the restore process, click Abort. 8. Create scheduled content source updates. The backup image does not include any scheduled content source updates from Windows 2000 Scheduled Tasks. You must recreate these content sources on the restored server. You must also restore any shortcuts to workspaces in My Network Places. Exporting data from SharePoint Portal Server 2001 Before you export data from SharePoint Portal Server 2001, there are several considerations: You cannot export data from SharePoint Portal Server 2001 after you have upgraded your operating system to Windows Server 2003. If you export data to an external hard disk, search data is not exported unless the search service account has write access to that location. Ensure that all category names for SharePoint Portal Server 2001 are 100 characters or less in length and do not use the following names: o Projects o Topics o News o Divisions o Resources o Strategy o Locations You must rename all categories that are longer than 100 characters or that use these names. If you do not rename these categories, they will not be properly imported as areas for SharePoint Portal Server 2003. You must be a member of the local administrators group to complete this procedure. To export data from SharePoint Portal Server 2001: 1. Create the folder that you want to use to store exported data from the SharePoint Portal Server 2001 computer. 2. Insert the SharePoint Portal Server 2003 CD into your CD-ROM drive. 3. Click Exit, and then browse to the root directory of the CD by using My Computer. 4. On the root directory of the SharePoint Portal Server 2003 CD, double-click Upgrade.exe. 5. On the Export Server Data page, type the location of the folder that you want to use to store exported data. If you want, you can help protect the security of this information by typing a password. 6. Click Next. 7. When your data is exported, a message appears telling you that you must install Windows Server 2003. Click OK. Upgrading your server to Windows Server 2003 and installing related components. You must be a member of the local administrators group to complete this procedure. 1. Install Windows Server 2003. For more information on installing Windows Server 2003, see the documentation for Windows Server 2003. 2. Install the same language packs for Windows Server 2003 that were installed with your previous operating system. 3. On the taskbar, click Start, select Administrative Tools, and then click Computer Management. 4. On the Computer Management page, click Services and Applications, and then click Services. 5. In the Services list, right-click World Wide Web Publishing Service, click Properties, and then under Startup type, click Automatic. 6. In the Services list, right-click World Wide Web Publishing Service, and then click Start. 7. On the taskbar, click Start, select Control Panel, and then click Add or Remove Programs.
8. On the Add or Remove Programs page, click Add/Remove Windows Components. 9. In the Windows Component Wizard, click Application Server in the components list, and then click Details . 10.On the Application Server page, select ASP.NET, and then click OK. 11.Click Next to begin installation of ASP.NET. 12.After installation, click Finish and then close the Add or Remove Programs page. 13.On the taskbar, click Start, select Administrative Tools, and then click Internet Information Services (IIS) Manager. 14.On the IIS Manager page, click the server, and then click Web Service Extensions. 15.In Web Service Extensions, click ASP.NET, and then click Allow. Installing SharePoint Portal Server You must be a member of the local administrators group to complete this procedure.
Note If the SharePoint Portal Server 2001 configuration that you are upgrading to SharePoint Portal Server 2003 has more than 15 workspaces, you must configure your SharePoint Portal Server 2003 server in a shared services configuration. For more information, see the Administrator's Guide. 1. Insert the SharePoint Portal Server 2003 CD into your CD-ROM drive. 2. At the message that appears that asks you to read this documentation before upgrading to SharePoint Portal Server 2003, click OK. 3. Click Exit, and then browse to the root directory of the CD by using My Computer. 4. On the root directory of the SharePoint Portal Server 2003 CD, double-click Upgrade.exe. 5. The Upgrade Progress page shows the progress of installation. The document management components are installed, followed by the installation of SharePoint Portal Server 2003. Note It is strongly recommended that you monitor the progress of installation until it is complete. Delays during Setup can lead to errors in the installation. Also, to avoid errors, install SharePoint Portal Server to the default location. Troubleshooting problems with upgrade installations of SharePoint Portal Server2003 Upgrading from Microsoft SharePoint Portal Server 2001 can be difficult, and occasional problems may occur. The following problems are relatively common, but if you follow the instructions below your upgrade should succeed. If the overall progress bar stops progressing, store.exe may have stopped responding. To check and fix this problem: 1. In Windows Task Manager, on the Processes tab, check the resources used by store.exe. If the CPU resources for store.exe are at 0 for more than a minute, the program has stopped responding. 2. Open a command prompt window, and then type net stop msexghangeis /y. Wait one minute to allow this change to occur. 3. In Windows Task Manager, click store.exe, and then click End Process. 4. In the command prompt window, type net start msdmserv. Wait a few minutes, and upgrade will continue. 6. On the Configure Server Farm Account Settings page, under Default Content Access Account, select Configure Default Content Access Account, and then type a user name and password for an account to use when crawling content sources. The account must have rights to read the content being crawled. Note If this page does not appear correctly, click Start on the taskbar, click Run, type iisreset, and then click OK. Then refresh the page. Importing data from SharePoint Portal Server 2001
Important If you are upgrading to a deployment that uses a document management server with a different URL than you used for SharePoint Portal Server 2001, you must change the name of the document management server before importing data from SharePoint Portal Server 2001. If you do not change the name, the links to areas will be broken. You must be a member of the SharePoint administrators group or the local administrators group to complete this procedure. 1. On the title bar of the portal site, click Site Settings. 2. On the Site Settings page, in the Portal Site Content section, click Import SharePoint Portal Server 2001 data. 3. On the Import SharePoint Portal Server 2001 Data page, type the location of the import file, and then click OK.
Related Topics
Upgrading from an Evaluation CopyUpgrading to an Evaluation CopyUpgrading from SharePoint Team Services Upgrade ConsiderationsQuick Installation Guide 2003 Microsoft Corporation. All rights reserved.
Related Topics
Upgrading from Microsoft SharePoint Portal Server 2001 2003 Microsoft Corporation. All rights reserved.
Related Topics
Managing Site Groups and Permissions
"CentralAdminAppPool Application Pool Account" section later in this document on the CentralAdminAppPool application pool before performing the following procedure. Note If you change the user name of the configuration database administration account, add the new account as a member of the local Administrators group on the document library server.
5. In the IIS_WPG Properties dialog box, click Add. 6. Add the user. 3. Change the CentralAdminAppPool application pool identity to the new configuration database administration account. For more information, see "CentralAdminAppPool Application Pool Account" later in this document. 4. Open a command prompt, type iisreset, and then press ENTER. 4. Change the configuration database administration account. 1. On the SharePoint Portal Server Central Administration for server_name page, in the Server Configuration section, click Configure Server Farm Account Settings. 2. On the Configure Server Farm Account Settings page, in the Configuration Database Administration Account section, do the following: 1. Select the Specify account check box. 2. If you are changing the user name, in the User name (DOMAIN\user name) box, type the new user name. 3. In the Password box, type the password for the account. 4. In the Confirm password box, type the password again. 3. Click OK. 5. Optionally, revoke rights from the old configuration database administration account. 1. Revoke the Replace a process level token, Adjust memory quotas for a process, and Log on as a service rights from the old account. To do this: 1. On the taskbar, click Start, point to Administrative Tools, and then click Local Security Policy. 2. In Local Security Settings, under Security Settings, expand the Local Policies node. 3. Click User Rights Assignment. 4. In the details pane, do the following for the policies Replace a process level token, Adjust memory quotas for a process, and Log on as a service: 1. Double-click the policy. 2. On the properties page for the policy, click the old account. 3. Click Remove. 4. Click OK to close the properties page. 2. Remove the old account from the IIS_WPG, SPS_WPG, and STS_WPG local groups. To do this, repeat the following procedure for each of the three groups: 1. On the taskbar, click Start, point to Administrative Tools, and then click Computer Management. 2. In the console tree, under the System Tools node, expand the Local Users and Groups node. 3. Click Groups. 4. Double-click IIS_WPG, SPS_WPG, or STS_WPG. 5. In the properties dialog box for the group, click the old account to remove. 6. Click Remove. 7. Click OK to close the dialog box. 3. Revoke rights to the search service from the old account. Do the following on each search server: 1. Copy srchperm.vbs from the SPS\Files\PFiles\SPS\Bin directory on the SharePoint Portal Server CD to the search server. 2. Open command prompt. 3. Navigate to the location of srchperm.vbs on the search server. 4. Type cscript //h:cscript and then press ENTER. 5. Type srchperm.vbs REMOVE DOMAIN\user_name and then press ENTER, where DOMAIN\user_name is the old account. 4. Remove the security permissions for the old account from SQL Server. To do this: 1. On the computer running SQL Server, open SQL Server Enterprise Manager. 2. Expand the Microsoft SQL Servers node. 3. Expand the SQL Server Group node.
4. 5. 6. 7. 8. 9.
Expand the (local) (Windows NT) node. Expand the Security node. Click Logins. In the details pane, right-click the name of the old account, and then click Properties. Click the Server Roles tab. In the Server Role section, clear the Database Creators and Security Administrators check boxes. 10.Click the Database Access tab. 11. Remove the db_owner database role from the configuration database and from the profile (_PROF), component settings (_SERV), and content (_SITE) databases for each portal site. You must also remove the database role from the single sign-on database, if that database exists. Do the following for each database: 1. In the Specify which databases can be accessed by this login section, select the database. 2. In the Database roles for database_name section, clear the db_owner check box. 12.Click OK. 13.Close SQL Server Enterprise Manager.
7. In the Password box, type the password for this user name. Your password is protected and can be used only to access the resources for the purpose of crawling content. 8. In the Confirm password box, type the password for this user name again. 9. To prevent Basic authentication from being used, select the Do not allow Basic authentication check box. 10.Click OK.
Settings for Single Sign-On and Application Definitions. 5. Restore the encryption key. For more information, see Restoring the Encryption Key. Note If you need to change only the password of the service account, you need to follow only the third step, specifying the new password and restarting the service on the job server and on all front-end Web servers. 2003 Microsoft Corporation. All rights reserved.
5. On the Extend Virtual Server page, in the Provisioning Options section, click Extend and map to another virtual server . 6. On the Extend and Map to Another Virtual Server page, in the Application Pool section, click Use an existing application pool. 7. Click OK. Enable anonymous access for the virtual server 1. On the taskbar, click Start, point to Administrative Tools, and then click Internet Information Services (IIS) Manager. 2. In Internet Information Services (IIS) Manager, click the node for the computer containing the portal site, click the node for Web Sites, and then click the virtual server. 3. On the Action menu, click Properties. 4. Click the Directory Security tab. 5. In the Authentication and access control section, click Edit. 6. On the Authentication Methods page, select the Enable anonymous access check box, and then click OK. 7. Click OK. After you finish these steps, you can manage anonymous access from the Site Settings page. Users can access the portal anonymously by typing http://portal:port number. To access the portal while using normal authentication, users can still access the portal by typing http://portal.
2. Type iisreset and then press ENTER. 2003 Microsoft Corporation. All rights reserved.
View site group membership for a user or cross-site group On the Web site you want to manage, click Site Settings. On the Site Settings page, under Administration, click Manage users. The users and cross-site groups added to the Web site and the site groups they are a member of are displayed on the Manage Users page. From the Manage Users page, you can change which site group a user or cross-site group is a member of. Change site group membership for a user or cross-site group 1. On the Manage Users page, select the check box next to the user or cross-site group name you want to change. 2. Click Edit Site Group of Selected Users. 3. In the Site Group Membership area, select the site group you want the user or cross-site group to be a member of. 4. Click OK. You can also add new users and cross-site groups to your site from the Manage Users page. Add a new user or cross-site group 1. On the Manage Users page, click Add Users. 2. In the Step 1: Choose Users section specify the users that you would like to add, separated by semicolons. You can enter: o E-mail addresses (for example, someone@example.com) o User names (for example, DOMAIN\user_name) o Microsoft Active Directory directory service security group names (for example, DOMAIN\security_group_name) o Domain group names (for example, DOMAIN\group_name) o Cross-site group names (for example, Accounting) Notes o When running Windows SharePoint Services in a server farm, you cannot add local accounts. o Local accounts must exist before you attempt to add them. Windows SharePoint Services does not create local accounts like SharePoint Team Services v1.0 does. In the Step 2: Choose Permissions section, select the site group that the user or group will belong to, and then click Next. In the Step 3: Confirm Users section, verify the e-mail addresses, user names, and display names. In the Step 4: Send E-mail section, if you want to send an invitation, select Send the following e-mail to let these users know they've been added, and type the subject and body text information to send in the e-mail message. Click Finish.
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You can delete users or cross-site groups from all site groups by using the Manage Users page. Note that this does not delete the user or cross-site group account, but does remove all rights to the Web site. Add all users from an e-mail distribution list Note To complete the steps in this section you must have a Windows SharePoint Services-compatible address book program such as Microsoft Office Outlook 2003 installed on the computer you are running. 1. On the Web site you want to manage, click Site Settings. 2. On the Site Settings page, in the Administration section, click Manage Users. 3. On the Manage Users page, click Add Users. 4. In the Step 1: Choose Users section, click Address Book. 5. Select the distribution list you want to add from the address book.
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Note You can add only distribution lists that reside on the same e-mail server as your current e-mail account. For example, in Outlook, the names of distribution lists that reside on the same e-mail server appear in bold text. The list of users from the distribution list appears in the Users field. In the Step 2: Choose Permissions section, select the site group to which you want to add the members of the distribution list, and then click Next. In the Step 3: Confirm Users section, verify the e-mail addresses, user names, and display names. In the Step 4: Send E-mail section, if you want to send an invitation, select Send the following e-mail to let these users know they've been added, and type the subject and body text information to send in the e-mail message. Click Finish.
Note Adding or removing users from the e-mail distribution list will not add or remove them from the site. You must manually add or remove users from the site after changing your distribution list membership. Delete a user or cross-site group from all site groups 1. On the Manage Users page, select the check box next to the user or cross-site group you want to delete. 2. Click Remove Selected Users. 3. On the confirmation message that appears, click OK to remove the users.
3. On the Manage Site Collection Owners page, in the Site URL box, type the URL to the site, and then click View. The information for the current site owner and secondary owner is automatically filled in on the page when you click View. 4. In the Site Owner section, in the User name box, type the account name for the new owner. 5. If you have a new secondary contact name, type the account name in the Secondary Owner section. 6. Click OK. If you are an administrator on the server computer, and need to change the owner of a site that you do not have administrative access to, you can make the change from the SharePoint Central Administration page. Add a new site user or group 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the SharePoint Central Administration page, in the Security Configuration section, click Manage Web site users. 3. On the Manage Web Site Users page, in the Site URL box, type the URL to the site, and then click View. 4. In the Add a User section, specify the users that you would like to add, separated by semicolons. You can enter: o E-mail addresses (for example, someone@example.com) o User names (for example, DOMAIN\name) o Microsoft Active Directory directory service security group names (for example, DOMAIN\security_group_name) o Domain group names (for example, DOMAIN\group_name) o Cross-site group names (for example, Accounting) Notes o When running Windows SharePoint Services in a server farm, you cannot add local accounts. o Local accounts must exist before you attempt to add them. Windows SharePoint Services does not create local accounts like SharePoint Team Services v1.0 does. 5. In the Display name box, type the full name. 6. In the E-mail address box, type the e-mail address. 7. In the Site group box, select a site group to which to add the user or group, and then click Add User. You can also delete a user or change a user's site group membership from this page. Delete a site user or change site group membership 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the SharePoint Central Administration page, under Security, click Manage Web site users. 3. On the Manage Web Site Users page, in the Site URL box, type the URL to the site, and then click View. 4. In the Change Existing User section, in the Account name box, type the user account you want to change or delete, and then click View user. 5. To change site group membership, select the check box for the site group you want the user to be a member of, and then click Update. 6. To remove the user from all site groups, click Delete User.
For example, to add User1 as an administrator for http://server1/site1 in domain account mode, you would type:
stsadm.exe -o adduser url http://server1/site1 userlogin DOMAIN1\User1 -useremail user1@domain.com -username "User 1" -role administrator
You use the deleteuser operation to remove users from a site. The deleteuser operation takes the url and userlogin parameters. To remove User1 from http://server1/site1, you would type:
stsadm.exe -o deleteuser url http://server1/site1 userlogin DOMAIN1\User1
You can assign a user to a site group from the command line by using the userrole operation. The userrole operation takes the url, userlogin, role, and add or delete parameters. For example, to add the user User1 to the Contributor site group for site http://server1/site1, you would type:
stsadm.exe -o userrole url http://server1/site1 userlogin DOMAIN1\User1 -role contributor -add
Note that this does not remove the user from any site groups they were previously members of.
Related Topics
For information about creating, editing, or deleting site groups and controlling Web site permissions, see Managing Site Groups and Permissions. For more information about security, see "Windows SharePoint Services Security Model" in the Windows SharePoint Services Administrator's Guide . With Windows SharePoint Services, you can set quotas and determine how many new user accounts can be created for each virtual server. For more information about setting quotas, see Configuring Site Quotas and Locks. 2003 Microsoft Corporation. All rights reserved.
Member, Web Designer, Content Manager, and Administrator. In addition, SharePoint Portal Server allows you to edit the rights assigned to a site group, create a new site group, or delete an unused site group. You manage site groups in SharePoint Portal Server with either HTML Administration pages or the command-line administration tool. Note that you cannot change the rights assigned to the Guest and Administrator site groups, and you cannot assign users directly to the Guest site group. Note It is possible to add user accounts to an area without assigning them to a site group. SharePoint Portal Server includes the following site groups by default: Guest Has limited rights to view pages and specific page elements. Use this site group to give users access to a particular page or list without granting them rights to view the entire site. You cannot add users explicitly to the Guest site group; users who are given access to lists or document libraries by way of per-list permissions are automatically added to the Guest site group. You cannot customize or delete the Guest site group. Reader Has rights to view items, view pages, and perform searches. A reader cannot create Web sites. The ability to create portal sites requires the Create Site permission, which a reader doesn't have. Members, however, can create their own personal sites. Member Has Reader rights, plus rights to add items, personalize Web Parts, use alerts, and create personal sites. Contributor Has all rights of the Members site group plus the following: Edit Items, Delete Items, Manage Personal Views, and Browse Directories. Contributors cannot create new areas, but they can add and edit area listings and content to existing areas. In contrast to Microsoft Windows SharePoint Services, the SharePoint Portal Server contributor cannot create cross-site groups. Content Manager Has all Contributor rights, plus the following: Cancel Checkout, Add and Customize Pages, Create Area, and Manage Area rights. Web Designer Has all Content Manager rights, plus the Apply Style Sheets and Manage Portal Site rights. Web Designers can cancel check-out, delete items, manage areas, add and customize pages, define and apply themes and borders, and link style sheets. They can modify the structure of the site and create new area listings and content (which includes SharePoint Portal Server lists and document libraries). Administrator Has all Web Designer rights, plus the following: Manage Area Permissions, Manage Alerts, Manage User Profiles, Manage Audiences, and Manage Search. The Administrator site group cannot be customized or deleted, and there must always be at least one member of the Administrator site group. Members of the Administrator site group always have access to, or can grant themselves access to, any item on the portal site. SharePoint Portal Server maintains a list of site groups for your Web site. SharePoint Portal Server only maintains a set of site groups for the portal site. If a user is added to a site group, that user has rights to all areas that site group is assigned rights to. By default, all site groups and rights are inherited from the root area. For a complete list of user rights and to see which are included in each site group by default, see User Rights and Site Groups.
1. Navigate to the area for which you want to view permissions, and then in the Actions list, click Manage Security. 2. The Manage Security Settings for Area Area Name page displays the users and groups that have access to the area, and shows the permissions level each user or group is assigned. You can change the area permissions for all members of a particular site group or for a user by modifying site group or user permissions. Change area permissions for a particular site group 1. Navigate to the portal area for which you want to change permissions, and then in the Actions list, click Manage Security. 2. On the Manage Security Settings for Area Area Name page, select the check box next to the site group you want to change. 3. Click Edit. 4. On the Edit Rights on Area Area Name page, select the level of permissions to allow, and then click OK. You can also grant permissions to individual users, or to user groups, instead of to all members of a site group. Remember that when you grant users or groups permissions to a specific area on your portal site, they are added to the Guest site group if they are not already members of the site. Note that members of the Guest site group cannot navigate to a page within the site unless you give them the exact page URL. Assign area permissions to a specific user or group 1. From your site, navigate to the area for which you want to assign permissions, and then in the Actions list, click Manage Security. 2. On the Manage Security Settings for Area Area Name page, click New User. 3. In the Users or Groups section, type the network domain name or e-mail address for the user or group you want to assign permissions. 4. In the Rights section, select the level of permissions for the user or group. 5. Click OK. If you want to restrict your area to a specific set of users, you must both grant access to the individual users and remove access from other site members. Remove area permissions for a user, group, or site group 1. Navigate to the area for which you want to remove permissions, and then in the Actions list, click Manage Security. 2. On the Manage Security Settings for Area Area Name page, select the check box next to the site group, user, or group you want to remove permissions for, click Remove Permissions, and then click OK. If you no longer want to use custom permissions for a particular area, you can reset the permissions to use the portal site's general permissions.
virtual server. 6. On the Extend and Map to Another Virtual Server page, in the Server Mapping section, select the original portal you want to configure anonymous access for (for example, Default Web Site). In the Application Pool section, click Use an existing application pool, and then select MSSharePointPortalAppPool. 7. Click OK. If an authentication dialog box appears prompting you for credentials, type the user name and password of the account used by MSSharePointPortalAppPool, and then click OK. Repeat this step for any subsequent authentication dialogs that appear. Enable anonymous access for the virtual server in IIS 1. Click Start, point to All Programs, point to Administrative Tools, and then click Internet Information Services (IIS) Manager. 2. Expand local computer, and then click Web Sites. 3. Right-click the Web site you just created for anonymous access, and then click Properties. 4. Click the Directory Security tab. 5. In the Authentication and access control section, click Edit. 6. In the Authentication Methods dialog box, select the Enable anonymous access check box. 7. Click OK to apply the change, and then close the Authentication Methods dialog box. 8. Click OK again to close the properties dialog box. Enable anonymous access for the portal site 1. On your portal site, click Site Settings. 2. On the Site Setting page, in the General Settings section, click Manage security and additional settings . 3. On the Manage security and additional settings page, in the Users and Permissions section, click Change anonymous access settings. 4. On the Anonymous Access page, select a level of access to allow. Ensure that the setting is not set to Nothing. 5. Click OK. Configure alternate access mapping 1. On your portal site, click Site Settings. 2. On the Site Settings page, in the General Settings section, click Go to SharePoint Portal Server central administration. 3. On the SharePoint Portal Server Central Administration page, in the Portal Site and Virtual Server Configuration section, click Configure alternate portal site URLs for intranet, extranet, and custom access. 4. On the Configure Alternate Portal Access Settings page, rest the pointer on the site for which you want to change the access settings, click the arrow that appears, and then click Edit. 5. On the Change Alternate Access Setting page, in the Custom URL box, type the anonymous access URL (for example, http://portal name:anonymous port number), and then click OK to save the changes. Note You check your anonymous access settings by opening your browser and typing http://portal:8080. You should not be prompted for credentials. Perform an iisreset 1. Click Start, and then click Run. 2. In the Open box, type cmd, and then click OK. 3. In the command prompt window, type iisreset, and press ENTER.
Areas, content and search The user has View Area and View Pages rights for specific areas and also has search rights for the portal site. Nothing Anonymous access for the entire portal site is turned off: users cannot access the portal site anonymously, although it is configured.
Change anonymous access for the portal site 1. On your portal site, click Site Settings. 2. On the Site Settings page, in the General Settings section, click Manage security and additional settings. 3. On the Manage security and additional settings page, in the Users and Permissions section, click Change anonymous access settings. Note This link only appears after anonymous access is configured for the portal site. 4. On the Change Anonymous Access Settings page, in the Anonymous Access section, specify the parts of your site that anonymous users can access. Choose either areas and content, or areas, content, and search. 5. Click OK. 6. Perform an iisreset.
Note You always configure anonymous access to the portal site or enable anonymous access to an individual area from the original authenticated server. The anonymous virtual server is used for anonymous access only.
4. On the Manage Security Settings for Area Area Name page, select the check box next to the site group for which you want to customize permissions, and then click Edit. 5. On the Edit Rights on Area Area Name page, select the permissions you want to assign to the users and groups, and then click OK. The Manage Security Settings for Area Area Name page appears, and the site group or user for which you customized the permissions is listed as having Custom rights to the area. If you want to return to using the same permissions as the parent area, you can use the Manage Security Settings for Area Area Name page. Reset permissions to the default state 1. Log on as a user with Manage Area Permissions rights to the area. 2. Navigate to the area for which you want to reset permissions. 3. In the Actions list, click Manage Security. 4. On the Manage Security Settings for Area Area Name page, click Inherit permissions from the parent Web site. Note The Inherit permissions from the parent Web site link does not appear unless the area permissions have already been customized.
Related Topics
For information about assigning users to site groups, see Managing Users and Cross-Site Groups. For more information about self-service site creation, see Configuring Self-Service Site Creation. 2003 Microsoft Corporation. All rights reserved.
You can control anonymous access at the virtual server level and at the Web site level. At the virtual server level, you can enable or disable anonymous access in IIS. For more information about configuring anonymous access in Internet Information Services (IIS), see Configuring Authentication. If you have enabled anonymous access for a virtual server, you can configure anonymous access for each Web site on that virtual server. To do so, you use the Site Administration page for the Web site. Change anonymous access for a Web site 1. On your site, click Site Settings. 2. Under Administration, click Go to Site Administration. 3. Under Users and Permissions, click Manage anonymous access. 4. To enable or disable anonymous access to the site, in the Anonymous Access section, under Anonymous users can access, select one of the following: o Entire Web site o Lists and libraries o Nothing 5. Click OK.
site group. So, Joe User can be a member of both the Contributor and Moderator site groups at the same time. The following table lists some tasks you may want to delegate, as well as the user rights required to perform those tasks. Task to delegate User right required Adding users to the site Manage Site Groups Changing user site groups Manage Site Groups Adding, editing, or removing lists Manage Lists Approving items to be added to a list Manage Lists Creating, deleting, or merging subsites Create Subsites Adding ASP, ASPx, or HTML pages to a site Add and Customize Pages Break a document check-out or force a check-in Cancel Check-Out
Important You must be a member of the Web Designer or Administrator site groups for a site to change request access settings for a list. Configure access requests for a list or document library 1. Browse to the list, and then in the Actions list, click Modify settings and columns. 2. Under General Settings, click Change permissions for this list/document library. 3. On the Change Permissions: List_Name page, on theActions list, click Manage request access. 4. Select or clear the Allow requests for access check box to enable or disable requests. 5. Click OK.
Related Topics
For information about creating, editing, and deleting site groups, see "Managing Site Groups and Permissions" in the Windows SharePoint Services Administrator's Guide. For the complete list of rights available in Windows SharePoint Services, see User Rights and Site Groups. 2003 Microsoft Corporation. All rights reserved.
2. Click Delete Selected Members. 3. On the confirmation message, click OK. 2003 Microsoft Corporation. All rights reserved.
for your front-end Web server or single server running Windows SharePoint Services. 11.Click OK to close the Computer dialog box. 12.Repeat steps 9 through 11 for any additional front-end Web servers in your server farm. Note You do not need to add the IP addresses for the back-end database servers in your server farm. 13.Click OK to close the Relay Restrictions dialog box. 14.Click OK to close the Properties dialog box.
Using HTML Administration to Configure E-Mail Settings for Windows SharePoint Services
You use the Configure Default E-mail Server Settings page to specify e-mail settings for your server. Specify e-mail settings for a server or server farm 1. On the SharePoint Central Administration page, under Server Configuration, click Configure default e-mail server settings. 2. In the Outbound SMTP server box, type the name of the SMTP mail server to use for sending messages. 3. In the From e-mail address box, type the e-mail address to send e-mail messages from. This address appears in the From box of any e-mail messages from the server. No e-mail messages are sent to this address, so you can use an unmonitored e-mail address if you want. 4. In the Reply-to e-mail address box, type the e-mail address that users can reply to. If a user replies to an e-mail message from the server, it will be sent to this address. You should use an address that is monitored for the reply-to address. 5. In the Character set box, select the character set to use. 6. Click OK. You can also specify e-mail settings for a particular virtual server. The virtual server settings override the settings specified on the SharePoint Central Administration pages. Use these steps when you want a virtual server to use a different SMTP server for alerts than the one specified in the server settings. Specify e-mail settings for a virtual server 1. On the SharePoint Central Administration page, under Virtual Server Configuration, click Configure virtual server settings. 2. On the Virtual Server List page, click the name of the virtual server you want to configure. 3. Under Virtual Server Management, click Virtual server e-mail settings. 4. In the Mail Settings section, in the Outbound SMTP server box, type the name of the SMTP mail server to use for sending messages. 5. In the From address box, type the e-mail address to send e-mail messages from. This address appears in the From box of any e-mail messages from the server. No e-mail messages are sent to this address, so you can use an unmonitored e-mail address if you want. 6. In the Reply-to address box, type the e-mail address that users can reply to. If a user replies to an e-mail message from the server, it will be sent to this address. You should use an address that is monitored for the reply-to address. 7. In the Character set box, select the character set to use. 8. Click OK.
For example, to configure the e-mail settings to use the server \\SMTPServer, and to use someone@example.com as both the from and reply-to address, you would use syntax similar to the following.
stsadm.exe -o email -outsmtpserver SMTPServer -fromaddress someone@example.com -replytoaddress someone@example.com -codepage 65001
To set the http://myserver virtual server to use codepage 65001, you would use syntax similar to the following.
stsadm.exe -o email -outsmtpserver SMTPServer -fromaddress someone@example.com -replytoaddress someone@example.com -codepage 65001 -url http://server_name
You control settings for usage analysis processing from the SharePoint Central Administration page. You must be an administrator of the local server computer or a member of the SharePoint administrators group to configure usage analysis settings. Note When you configure usage analysis processing for a server, it takes effect for any existing virtual servers. If you later add a virtual server, you must configure usage analysis processing again to enable usage analysis for the new virtual server. Configure usage analysis processing for a server 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. Under Component Configuration, click Configure usage analysis processing. 3. In the Logging Settings section, select the Enable logging check box. 4. In the Log file location box, type the location to store the log file. The default location for the log file is c:\Windows\system32\LogFiles\STS. 5. In the Number of log files to create box, type a number between 1 and 30. In general, you should use a number that is one to three times the number of database servers in your server farm, with a maximum number of 30 log files. 6. In the Processing Settings section, select the Enable usage analysis processing check box. 7. Under Run processing between these times daily, specify the range of times to start the usage analysis log processing. In the Start box, select the earliest time of day to begin running log processing. In the End box, select the latest time to begin running log processing. 8. Click OK.
Related Topics
For more information about viewing usage reports, see "Analyzing Web Site Usage" in the Windows SharePoint Services Administrator's Guide. For more information about configuring and viewing quota information, see "Configuring Site Quotas and Locks" in the Windows SharePoint Services Administrator's Guide. 2003 Microsoft Corporation. All rights reserved.
process to take up. By default, the number of threads is set to 5, which should be sufficient for even a large number of sites. The default number of threads is recommended, but you can adjust the number of threads if you are experiencing performance issues. 9. Click OK.
For example, to set the avtimeout property to 200, you would use the following syntax:
stsadm.exe -o setproperty -pn avtimeout -pv 200
For more information about setting properties using the command line, see "Introducing the Administration Tools for Windows SharePoint Services" in the Windows SharePoint Services Administrator's Guide. 2003 Microsoft Corporation. All rights reserved.
.msi .msp .mst .ops .pcd .pif .prf .prg .reg .scf .scr .sct .shb .shs .url .vb .vbe .vbs .wsc .wsf .wsh
Microsoft Windows Installer package Windows Installer patch Visual Test source files Microsoft Office profile settings file Photo CD image or Microsoft Visual Test compiled script Shortcut to MS-DOS program System file Program source file Registration entries Windows Explorer command file Screen saver Windows Script Component Windows shortcut Shell Scrap Object Uniform Resource Locator (Internet shortcut) VBScript file VBScript Encoded Script file VBScript file Windows Script Component Windows Script file Windows Script Host Settings file
The list of file extensions is controlled for the entire server or server farm and is recorded in the configuration database . Because the list of blocked file types is maintained by file extension, all files that use a file extension on the list cannot be uploaded or downloaded, irrespective of the file's intended use. If .asp is on the list of extensions to block, the feature blocks all .asp files on the server, even if they're used to support Web site features on another server in the server farm. If a file ends in a period (.), the preceding characters are checked against the list of blocked file extensions as well. For example, if .exe is on the list of blocked file extensions, a file called "filename.exe." is also blocked. The following list shows different ways of representing the same file, all of which are blocked if the .hta extension is on the list of blocked file extensions: filename.hta filename.hta. filename.hta.{3050F4D8-98B5-11CF-BB82-00AA00BDCE0B} filename.hta::$DATA You can determine which files are blocked for Web sites on your servers by modifying the list of blocked file extensions. You can block additional file extensions (up to 1024 file types) by adding them to the list in the SharePoint Central Administration pages, or remove a block by deleting the file extension from the list. When you change the list of file extensions, the change affects both new files being added to a Web site and files already posted to a Web site. For example, if a document library contains a .doc file, and you add the .doc file extension to the list of blocked file extensions, users will no longer be able to open the .doc file in the document library. Users will be able to rename or delete a file with a blocked file extension, but will not be able to perform any other actions. Add or remove a file type from the list of blocked file extensions 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the SharePoint Central Administration page, under Security Configuration, click Manage blocked file types. 3. On the Manage List of Blocked File Types page, perform one of the following actions: o To add a file type, click in the list and type the extension.
o To delete a file type, delete the file extension from the list. 4. Click OK. 2003 Microsoft Corporation. All rights reserved.
Caution Incorrectly editing the registry may severely damage your system. Before making changes to the registry, you should back up any valued data on the computer. 1. On the taskbar, click Start, and then click Run. 2. Type regedit and then click OK. 3. In Registry Editor, navigate to HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\HTTP\Parameters. 4. Right-click Parameters, point to New, and then click DWORD Value. A new DWORD value appears. 5. Name the DWORD value MaxEndpoints. 6. Right-click MaxEndpoints, and then click Modify. 7. In the Value data box, type the number (less than or equal to 100) of Web sites that you want to create. Ensure that Base is specified as Decimal. 8. Click OK. 9. Close Registry Editor. 10. Restart the server. You can access the Create Portal Site for server_name page from multiple locations: On the SharePoint Portal Server Central Administration for server_name page, in the Portal Site and Virtual Server Configuration section, click Create a portal site. On the SharePoint Portal Server Central Administration for server_name page, in the Portal Site and Virtual Server Configuration section, click List and manage portal sites. On the Manage Portal Sites page, click Create Portal Site.
By default, this URL is http://server_name/. If you choose a virtual server that has a port number not equal to 80, you will see the port number as part of the URL, e.g., http://server_name:port_number/ 5. In the Owner section, do the following: 1. In the Account name box, type the account name for the portal site owner in the format DOMAIN\user_name. The portal site owner manages content and user access. 2. In the E-mail address box, type the e-mail address for the portal site owner. 6. Click OK. 7. On the Create Portal Site Confirmation for server_name page, click OK to begin creating the portal site. Caution Any custom content that you have added to the virtual server since its creation will be made unavailable once you start creating the portal site. The Operation Status page appears. At the end of successful portal site creation, the Operation Successful page appears. You can then further configure the portal site. Note If you create a portal site on an existing virtual server that is stopped, portal creation will succeed, but the portal site will not be accessible. To access the portal site, you must start the virtual server in IIS. 2003 Microsoft Corporation. All rights reserved.
5. Prevent Members from creating a personal site By default, members of the Member site group are given the right to create a personal site (My Site). All site groups except Reader can create personal sites. If you want to revoke this right, copy the rights from the Reader site group and create a site group with those permissions (View Area, View Pages, and Search). Assign groups or individual users to this new site group to prevent them from creating a personal site. For information about creating a site group, see Creating a Site Group.
Related Topics
Granting Access to the Portal SiteEditing Rights for a Site Group 2003 Microsoft Corporation. All rights reserved.
This hierarchy allows your users to have a main working site for the entire team, plus individual working sites or shared sites for side projects. Top-level Web sites and subsites allow different levels of control over the features and settings for sites. The administrator of a site collection can control settings and features for both the top-level Web site and any subsites beneath it. For example, an administrator of a site collection can: Add, delete, or change user permissions View usage statistics Change regional settings Manage Web Part and template galleries Manage Web discussions and alerts Change the site name and description, theme, and home page organization Configure settings, such as regional settings, for the top-level Web site and all subsites The administrator of a subsite can control settings and features only for that subsite, and the administrator of the next subsite down can control settings and features for only that subsite. For example, an administrator of a subsite can:
Add, delete, or change user permissions, if unique permissions have been set (for more information, see Managing Site Groups and Permissions) View usage analysis data Change regional settings Manage Web discussions and alerts Change the site name and description, theme, and home page organization
Allowing Users to Create Their Own Top-Level Web Sites and Subsites
Depending on the amount of customization and control you want to allow your users, you can let them create either top-level Web sites or subsites. The Self-Service Site Creation feature gives users the ability to create top-level Web sites on their own. For more information, see Configuring Self-Service Site Creation. Users can also create subsites of any site for which they have the Create Subsites right. The Create Subsites right is included in the Administrator site group by default, so any member of the Administrator site group for a site can create a subsite of that site. You can assign this right to other site groups by using the Manage Site and Workspace Creation page. For more information about managing site and workspace creation, see Managing Site Groups and Permissions.
Secondary Owner section, type the user name and e-mail address for a secondary owner and administrator of the new site. 8. If you are using quotas, in the Quota Template section, select a quota template to use. 9. In the Site Language section, select the language to use for the top-level Web site. 10.Click OK. The site owner can select a template for the site when first browsing to the URL, or you can browse to the URL on the confirmation page and select one yourself. You must alert the site owner and secondary owner when you have created the site with the URL. They are not notified automatically when you create a site.
Creating Subsites
You can create a subsite of a current site by using the Manage Sites and Workspaces page. Create a subsite 1. On a site, click Site Settings. 2. Under Administration, click Manage sites and workspaces. 3. On the Manage Sites and Workspaces page, click Create. 4. On the New SharePoint Site page, in the Title and Description section, type the title and description for the new subsite. 5. In the URL name box, type the URL for your subsite. 6. In the User Permissions section, select either Use same permissions as parent site or Use unique permissions. Select Use same permissions as parent site if you want to share users with the parent site, or Use unique permissions if you want to maintain a separate list of users for your subsite. For more information, see Managing Site Groups and Permissions. 7. In the Language section, select the language to use. 8. Click Create. 9. On the Template Selection page, select a template to use, and then click OK.
The createweb operation requires the url parameter and takes the following optional parameters: lcid, sitetemplate, title, description, and unique (used to specify unique permissions for the subsite). To create a subsite called subsite1 under the site you just created, you would use syntax similar to the following:
For more information about using the createsite and createweb operations, see Command-Line Operations. 2003 Microsoft Corporation. All rights reserved.
Configuring Authentication
You configure authentication for Web sites based on Microsoft Windows SharePoint Services by configuring authentication methods in Internet Information Services (IIS). Windows SharePoint Services uses the authentication method you specify for a virtual server in IIS to control authentication for all top-level Web sites and subsites of that virtual server. Windows SharePoint Services works with the following authentication methods in IIS: Anonymous authentication Basic authentication Integrated Windows authentication Certificates authentication (SSL) You can change authentication methods for virtual servers hosting Web sites based on Windows SharePoint Services, and you can change the authentication method used for the SharePoint Central Administration site. You can also enable Secure Sockets Layer (SSL) security in IIS to help protect your sites or the administration port for your server.
Replace the port number in the example syntax with the port number you want to use for remote administration. Run this command on each Web front-end server in your server farm. Note that this step is for server farms only; you do not need to change the administration port if you are running Windows SharePoint Services on a single server. 2. Configure the administration pages to use SSL by using syntax similar to the following:
stsadm.exe o setadminport ssl
If you have a server farm, you must run this command on each Web front-end server in your server farm. Note If you want a more secure administration port, it is recommended that you also use your firewall or the IIS IP and domain restrictions feature to restrict access to the administration port. With either the firewall or IP and domain restrictions, you can specify that requests from unauthorized IP addresses or network domain names be ignored. For more information about configuring IP and domain restrictions in IIS, see the IIS Help system. For more information about configuring your firewall to reject unauthorized requests, see the documentation for your firewall.
Related Topics
For more information about authentication methods or SSL, see "Windows SharePoint Services Security Model" in the Windows SharePoint Services Administrator's Guide. For more information about using command-line operations such as setadminport, see Command-Line Operations. 2003 Microsoft Corporation. All rights reserved.
"Creating Sites and Subsites" in the Windows SharePoint Services Administrator's Guide. To configure settings and perform administration tasks for a virtual server, use the Virtual Server Settings page in HTML Administration. Open the Virtual Server Settings page 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. Under Virtual Server Configuration, click Configure virtual server settings. 3. On the Virtual Server List page, click the name of the virtual server you want to configure.
Enable or disable event handlers. For more information, see Binding to a Document Library Event Handler. Specify general settings for a virtual server 1. On the Virtual Server Settings page, under Virtual Server Management, click Virtual server general settings. 2. In the Default Time Zone section, select the time zone to use for all sites and subsites under the virtual server. 3. In the Default Quota Template section, select the quota template to use as a default for sites. If there are no templates, you can create a template by using the Manage Quota Templates page. Note that when you specify a default template for the virtual server, you can still select a different template when you create a site. 4. In the Person Name Smart Tag and Presence Settings section, select Yes or No next to Enable Person Name smart tag and Online Status for members to show that information for all sites under the virtual server. 5. In the Maximum Upload Size section, type the maximum file size to allow. 6. In the Alerts section, specify settings for alerts: o Select On or Off to enable or disable alerts for all sites under this virtual server. o If you choose to enable alerts, and want to limit the number of alerts that users can create, under Maximum number of alerts that a user can create, select Unlimited, or type the number of alerts to allow. o If you choose to enable alerts, specify the times to send immediate, daily, or weekly alerts. 7. In the Web Page Security Validation section, specify the following settings: o Select On or Off to enable or disable Web Page Security Validation. o To set the expiration time, select After, and then type the length of time to wait before the validations expire, or select Never to keep the validations from expiring. In the Send User Name and Password in E-Mail section, select Yes or No to control this option. 8. 9. In the E-Mail Enabled Document Libraries section, specify the following options: o Next to Document libraries on this virtual server can accept e-mail attachments, select Yes or No . o In the Public folder server name and root path box, type the name of the Microsoft Exchange server and the path to the root folder for Exchange public folders on that server. o If you choose to enable e-mail attachments, specify the frequency and times to check for e-mail attachments in the public folder. 10.In the Event Handlers section, select On or Off to enable or disable event handlers. 11.Click OK. 2003 Microsoft Corporation. All rights reserved.
Enabling Quotas
The quota feature is disabled by default in Windows SharePoint Services there are no default quota values or templates. To enable quotas, you use the following methods: To use quotas for your server or server farm, you create a quota template. To use quotas for a particular virtual server, you assign a default quota template to that virtual server. To use quotas for a particular site collection, you assign a quota template to the site collection when you create the site collection. To use a set of quota values for a single site only, you can apply specific quota limits to the site itself, independent of any quota template. You can reverse your decision to use quotas at any point in the hierarchy. For example, applying a default quota template to a virtual server does not mean that all site collections under that virtual server must use the quota
limits it only means that they can. Settings that you apply to a single site can be cleared if you no longer want to use quotas.
To update all sites that use a quota template, you must run the query for all content databases in the server farm. When you delete a quota template, the template is removed from the configuration database, but any site collections created using that template retain the quota values. If you want to remove quotas from all sites using a particular quota template, you must use the object model or perform an SQL query. For more information about using the Windows SharePoint Services object model, see the Windows SharePoint Services Software Development Kit.
Delete a quota template 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the Central Administration page, in the Component Configuration section, click Manage quotas and locks. 3. On the Manage Quotas and Locks page, click Manage Quota Templates. 4. On the Manage Quota Templates page, in the Template name section, select Edit an existing template. 5. In the Template to modify box, select the quota template you want to delete. 6. Click Delete. When you click OK, the template is removed from the list of available templates, and the page is refreshed. You can change individual quota values in a template. The new values apply only to new site collections created using the quota template. The changed values are not applied to existing sites unless you use the object model to update the values in the database. Change an existing quota template 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the Central Administration page, in the Component Configuration section, click Manage quotas and locks. 3. On the Manage Quotas and Locks page, click Manage Quota Templates. 4. On the Manage Quota Templates page, in the Template name section, select Edit an existing template. 5. In the Template to modify box, select the quota template you want to change. 6. Update the options you want to change, and then click OK. When you click OK, the template is updated, and the page is refreshed.
possible to lock a site simply by changing the quota value. If you already have quotas set for a particular site, and you want to update the value, be sure to check the site's current quota levels before making the change. For example, suppose the current quota level for site storage is 25 MB, and a site has 21 MB. If you change the value to 20 MB, the site will be locked as soon as you save the change. To prevent locking a site accidentally, be sure to check the current storage or invited user count for the site before making a change to the quota values. If you do not know what the existing quota values are for a site, you can use the SharePoint Central Administration page to view the current values and the current data (storage used and number of users) for the site. View current quota values and data for a site collection 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the Central Administration page, in the Component Configuration section, click Manage quotas and locks. 3. On the Manage Quotas and Locks page, click Manage site collection quotas and locks. 4. In the Select a Top-level Web Site section, type the URL in the Enter the top-level Web site URL box, and then click View Data. 5. In the Site Quota Information section, view the settings listed to see the quota settings and current values. To view the current data for a site collection, you can also use the Site Collection Usage Summary page for the top-level Web site. View quota data for a site 1. On the site collection you want to view data for, click Site Settings. 2. Under Administration, click Go to Site Administration. 3. Under Site Collection Administration, click View site collection usage summary. After you have checked the site quota data, you can change the quota values for a site. Note that this action does not change the quota template, and the change does not affect any site except the site you specify. Change quota values for a site 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the Central Administration page, in the Component Configuration section, click Manage quotas and locks. 3. On the Manage Quotas and Locks page, click Manage site collection quotas and locks. 4. In the URL of Top-level Web Site section, type the URL in the Enter the top-level Web site URL box, and then click View Data. 5. In the Site Quota Information section, change the Limit storage to a maximum of __ MB amount, Send warning e-mail when site storage reaches __ MB amount. 6. Click OK.
Managing Locks
You can use locks to stop sites from exceeding your storage quota limits, and to block all users from accessing a site if necessary. Sites are locked to block new content automatically when they exceed the maximum storage quota. You can also lock a site manually to block all access, if, for example, it is in violation of your site use policies. Depending on the type of lock, the result of a locked site is different: When a site is locked for exceeding a storage quota limit, users who attempt to upload new content see a disk full error. When a site is locked manually to block all access, users who attempt to view the site will see an access denied message. When a site is locked manually to block new content, users who attempt to add content see a disk full error.
Sites can be unlocked by different methods, depending on the reason for the lock. Site administrators can unlock sites by themselves if the sites are locked for exceeding quota limits. Only a server administrator can clear a manual lock. The following table lists the lock reasons and methods for unlocking sites. Server administrator action to Lock reason Site administrator action to unlock unlock Delete excess site content or Storage limit exceeded Change the quota value. documents. Clear the Adding content prevented Manual lock by server administrator None. or No access lock. If you need to lock a site and deny all users access to it, either temporarily or permanently, you do so by using the Manage Site Collection Quotas and Locks page. Lock a site manually 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the Central Administration page, in the Component Configuration section, click Manage quotas and locks. 3. On the Manage Quotas and Locks page, click Manage site collection quotas and locks. 4. In the URL of Top-level Web Site section, type the URL in the Enter the top-level Web site URL box, and then click View Data. 5. In the Site Lock Information section, select Adding content prevented or No access. 6. If you lock a site with Adding content prevented or No access, you must type an explanation in the Additional lock information box. 7. Click OK. When a site has been locked manually, you can unlock it by using the Manage Site Collection Quotas and Locks page. Unlock a site 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the Central Administration page, in the Component Configuration section, click Manage quotas and locks. 3. On the Manage Quotas and Locks page, click Manage site collection quotas and locks. 4. In the URL of Top-level Web Site section, type the URL in the Enter the top-level Web site URL box, and then click View Data. 5. In the Site Lock Information section, select Not locked, and then click OK.
Related Topics
Quota data is captured along with the usage analysis data for a site. For more information about the usage analysis process, see Configuring Usage Analysis. 2003 Microsoft Corporation. All rights reserved.
When you enable Self-Service Site Creation, that path is the default path for sites that your users create. For example, a user can create "MyTeamSite" under /sites on Server 1. Using the defaults, the path for this site would be similar to the following: http://server/sites/MyTeamSite. You can use the default /sites path for users' Self-Service Site Creation sites, or you can create additional paths. You specify which URL paths are available for users to create sites under by adding managed paths. If you do add more URL paths for Self-Service Site Creation to use, when users go to the Scsignup.aspx page, they see a drop-down box listing the various paths available, and they can choose which path to create their site under. For more information about defining a URL path, see Managing Paths.
You can disable Self-Service Site Creation by using the disablessc operation. The disablessc operation takes only the URL parameter. So, to disable Self-Service Site Creation for MyServer, the syntax would be:
This document is created with the unregistered version of CHM2PDF Pilot stsadm -o disablessc -url http://MyServer
Related Topics
For more information about using command-line operations, see Command-Line Operations. 2003 Microsoft Corporation. All rights reserved.
you configure the server farm to provide shared services, you must decide which portal site you want to be the parent portal site based on that criteria.
Security Consideration
Adding a content source to the parent portal site for crawling child portal sites causes ASPX pages to be crawled by default. The crawling account is, by default, an administrator-level account. This account might be able to access information that other users cannot access. The result is that data included in the content index as a result of using the administrator-level account will be accessible to any person who can use search on the portal site. To prevent this, do not add a content source to the parent portal site that causes ASPX pages to be crawled. If you do add a content source, create a rule to configure the content source so that it is crawled with a user account that has Read rights. For information about creating a rule, see Adding a Rule That Includes or Excludes Content.
To achieve the same behavior for a remote portal site, modify the content source for the remote portal site and add a site path rule. o If you want to crawl Web pages and other URLs referenced by URL listings on the remote portal site, modify the content source responsible for crawling the remote portal site. Specify the site hops as 1, allowing the indexing to hop from the remote portal site to index URLs referenced in the listing. o To enable alerts per list items, add a site path rule for the URL of the remote portal site and select the Allow alerts for individual SharePoint list items check box.
These guidelines can be helpful when managing the crawl of portal sites that use the shared services of the indexing portal site. To achieve the same results as an internally managed crawl, configure these settings on the portal site sharing its search service.
Sample Scenario
1. Create a parent portal site on the parent server farm that has the following: o User Profiles populated from a directory o Audience definitions o Content indexes for each portal site using shared services o Centralized alert store o Single sign-on database 2. Create child portal sites on the child server farm and attach them to the shared services of the parent portal site. Each child portal site contains only site information (areas, lists, etc.) and sources shared data from the parent portal site. The job server, indexing, alerts, and classification are provided by the parent server farm.
Related Topics
Providing Shared Services Using Shared Services 2003 Microsoft Corporation. All rights reserved.
parent portal site. If each child portal site uses a different application pool account (by default, they all share one application pool account), you must add each child portal site application pool account. Click Select accounts or groups to select a user or security group from Microsoft Active Directory directory service. 5. Click OK. 6. On the message box that appears, click OK. You can now configure the child server farm to use shared services. For more information, see Using Shared Services.
Configure the parent server farm to crawl the child portal site and to return alerts
As the final step of configuring shared services, configure the parent portal site to crawl content on the child portal site and to return alerts. Do the following: 1. Create a Web site content source that points at the child portal site. For information about creating a content source, see Adding a Content Source. When you create the content source, use the following parameters: o Specify the address as http://child_portal_site_URL. o Specify the crawl configuration as This site - follow links to all pages on this site. o If you have enabled advanced search administration mode, create a new source group describing the child portal site. Note You could add the site to the Site Directory and suggest the site for crawling, but that limits the options for scoping. 2. Create a Site Directory content source that points at the child portal site. o On the Configure Search and Indexing page, do one of the following: If you have enabled advanced search administration, in the Other Content Sources section, click Add content source. On the Add Content Source page, select a content index, click SharePoint Portal Server Site Directory, and then click Next. If you have not enabled advanced search administration, in the Site Directory section, click Add Site Directory content source. o Specify the address as http://child_portal_site_URL. o Create a source group that describes the child portal site. 3. Create a rule to allow alerts on individual SharePoint list items. For information about creating a rule, see Adding a Rule That Includes or Excludes Content. When you create the rule, use the following parameters: o Create the rule in the same content index as the Web site content source. o Specify the path as http://child_portal_site_URL/sites/*. o For the crawl configuration, select the Allow alerts for individual SharePoint list items check box. 2003 Microsoft Corporation. All rights reserved.
4. On the message box that appears, click OK. 2003 Microsoft Corporation. All rights reserved.
Configuring the Portal Site That Hosts Personal Sites for Search
In a shared services environment, if you specify a personal site provider and you want to include content from the personal sites in search results, complete the following procedure. For more information about shared services, see About Shared Services.
Configure the portal site that hosts personal sites for search
1. On the Site Settings page, in the Search Settings and Indexed Content section, click Configure search and indexing. 2. On the Configure Search and Indexing page, in the Other Content Sources section, click Manage content sources. 3. On the Manage content sources page, rest the pointer on the People content source, and then click the arrow that appears. 4. On the menu that appears, click Edit. 5. On the Existing Web page or Web site content source page, in the Crawl Configuration section, do the following: 1. Click Custom - specify page depth and site hops. 2. Select the Limit site hops check box. 3. Type 1 in the box for the number of site hops. 6. Click OK. 7. On the Manage content sources page, rest the pointer on the People content source, and then click the arrow that appears. 8. On the menu that appears, click Start Full Update. 2003 Microsoft Corporation. All rights reserved.
Configuration section, click Configure server topology. 2. On the Configure Server Topology page, click Change Components. 3. On the Change Component Assignments page, in the Document Library Server Component (Optional) section, delete the entry in the Document library server box. 4. Click OK. 3. Update the alternate portal access settings from http to https. For more information, see Editing Alternate Portal Access Settings. 4. Add the document library server to the server farm topology. Ensure that you specify an https address for the URL. For more information, see "Change component assignments for the server farm" earlier in this document. 5. Connect all document libraries to the configuration database. For more information, see Connecting a Document Library to the Configuration Database. 2003 Microsoft Corporation. All rights reserved.
Remove the optional document library server from the server farm
To remove an optional document library server from the server farm, do the following: 1. Delete or disconnect all document libraries (Web Storage System-based) before removing the document library server. For more information, see Deleting a Document Library or Disconnecting a Document Library from the Configuration Database. 2. Remove the entry for the document library server from the Change Component Assignments page. For more information, see Changing Component Assignments for the Server Farm. Note If you attempt to remove the entry for the document library server before deleting or disconnecting the document libraries, the Document Library Server Deactivation Warning page appears. 3. If the server server is running the optional component for backward-compatible document libraries only, you must also do the following: 1. On the SharePoint Portal Server Central Administration for server_name page, in the Server Configuration section, click Configure server topology. 2. On the Configure Server Topology page, click Remove Server. 3. On the Remove Server from Server Farm page, in the Select server list, select the name of the server that you want to remove from the server farm, and then click OK.
3. On the Configure Server Topology page, click Remove Server. 4. On the Remove Server from Server Farm page, in the Select server list, select the name of the server that you want to remove from the server farm, and then click OK.
3. 4. 5. 6. 7.
Caution Incorrectly editing the registry may severely damage your system. Before making changes to the registry, you should back up any valued data on the computer.
1. On the taskbar, click Start, and then click Run. 2. In the Run window, type regedit, and then click OK. 3. Browse to the following key: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Eventlog\Application\SharePoint Portal Server 4. Double-click the EventMessageFile string value, and then copy the text in the Value data box. 5. Browse to the following key: HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Eventlog\Application 6. Right-click the folder for the Application key, point to New, and then click Key. 7. Type SharePoint Portal Administration Service for the name of the key, and then click OK. 8. Right-click the new key, point to New, and then click String Value. 9. Type EventMessageFile for the name of the string value. 10.Double-click the EventMessageFile string value and paste the value data text from step 4. 11.Close Registry Editor. 2003 Microsoft Corporation. All rights reserved.
site. The default URL for team site creation is http://server_name/_layouts/language/scsignup.aspx. If you have previously typed an entry in the URL box and want to return to the default, leave the URL box blank. 5. In the Custom Cascading Style Sheet section, in the Location of cascading style sheet file box, type the location of the cascading style sheet file that you want to use for this portal site. If the file location is a local relative path (for example, /_layouts/1033/blue.css), you must copy the cascading style sheet file to that location on each front-end Web server. For better performance, it is recommended that you copy the file to the _layouts folder on each front-end Web server. 6. Click OK. 2003 Microsoft Corporation. All rights reserved.
Restore a Portal Site to a Different Server Farm If you want to move a portal site from Server A on one server farm to Server B on a second server farm, you would do the following: 1. Create a virtual server on Server B. 2. On Server B, go to the Create Portal Site for Server Server B page and select the option to restore a portal site. 3. Specify the name of the server that stores the content database. 4. Specify the name of the content database. If the name of the portal site you are restoring is MyPortalSite, the name of the content database is MyPort1_SITEDB. 5. Specify the name of the server that stores the user profile database. 6. Specify the name of the user profile database. 7. Specify the name of the server that stores the services database. 8. Specify the name of the services database. 9. Select the virtual server you created on Server B. The following limits apply to the number of portal sites supported on a server farm: If the server farm is not part of a shared services environment, the server farm supports up to 15 portal sites. If the server farm provides or uses shared services, the server farm supports up to 100 portal sites. Internet Information Services (IIS) limits the number of Web sites running on one server to 64. To create more than 64 Web sites on a front-end Web server in a server farm that provides or uses shared services, you must modify a registry setting. For more information, see Creating a Portal Site. Restore a Portal Site from the Create Portal Site for Server server_name Page You can access the Create Portal Site for Server server_name page from multiple locations: On the SharePoint Portal Server Central Administration for Server server_name page, in the Portal Site and Virtual Server Configuration section, click Create a portal site. On the SharePoint Portal Server Central Administration for Server server_name page, in the Portal Site and Virtual Server Configuration section, click List and manage portal sites. On the Manage Portal Sites page, click Create Portal Site. Note You can also click Restore Portal Site to get to that task directly. This option restores the portal site without restoring the search configuration and content indexes. The information in the databases in restored, but the default search configuration for new portal sites is used. To fully restore a portal, you will have to follow the procedure described in the later section "Restore a Portal Site from the SharePoint Portal Server Data Backup and Restore Program."
Regardless of how you restore the portal site, alternate access settings are not backed up but are stored by the configuration database. If you restore to the same deployment, these settings will be intact. If not, you must reconfigure alternate access settings. Restore a Portal Site from SharePoint Portal Server Central Administration 1. On the SharePoint Portal Server Central Administration for Server server_name page, in the Portal Site and Virtual Server Configuration section, click Create a portal site. 2. On the Create Portal Site page, in the Portal Creation Options section, click Restore a portal. 3. In the Restore Portal From Database section, do the following: 1. In the Site database server list, select the content database server. 2. In the Site database name box, type the name of the content database from which you want to restore the portal site. The name of the database ends in _SITEDB. 3. In the User profile database server list, select the database server that hosts the user profile database. 4. In the User profile database name box, type the name of the user profile database from which you will restore user profile information for the portal. 5. In the Services database server list, select the database server that hosts the services database. 6. In the Services database name box, type the name of the services database from which you will restore services for the portal. 4. In the Site URL section, do the following: 1. In the Virtual Server list, click the existing virtual server on this server that hosts the portal site. 2. In the URL box, type the URL that users use to connect to the portal site. By default, this URL is http://server_name/. 5. Click OK. 6. On the SharePoint Portal Server Central Administration for Server server_name page, in the Portal Site and Virtual Server Configuration section, click Create a portal site. 7. In the Portal Creation Options section, click Create a portal. At the end of successful portal site creation, the Operation Successful page appears. You can then further configure the portal site. Restore a Portal Site from the SharePoint Portal Server Data Backup and Restore Program
Note Some information for the portal site is not restored, and must be configured after restore has completed. This includes proxy settings, the configuration database, e-mail settings, and various registry settings described in the documentation. 1. Create a virtual server on Server B. 2. On Server B, on the taskbar, click Start, point to All Programs, point to SharePoint Portal Server, and then click SharePoint Portal Server Data Backup and Restore. 3. In the Microsoft Office SharePoint Portal Server 2003 Backup and Restore window, click the Restore tab. The Microsoft Office SharePoint Portal Server 2003 Backup and Restore dialog box opens. 4. In the Manifest file box, specify the location of the manifest file. You can also click Browse to find the location of the manifest file. The manifest file is the XML file that is in the directory that you specified for the backup files when you backed up the server. The file name is the prefix you specified for the backup file names. For example, if the file name you specified as the prefix for the backup file names was Adventure, the name of the manifest file would be Adventure.XML. 5. In the tree view, expand Available components by clicking the plus sign, expand Portal sites, and then
6. 7. 8.
9.
click the portal that you want to restore. Select the SITEDBS component, and click Edit. Specify the virtual server created in the first step, the URL for the portal site, and the database server name and database names for the site database, the user profile database, and the services database. Click OK. For each TEAMDBS component: 1. Select the component, and click Edit. 2. Specify the database server name and database name for the TEAMDBS component, and then click OK . 3. Make sure the check box next to the component is selected. For each INDEX component: 1. Select a component, and click Edit. 2. Specify the content index server to use for this component.
Note The backup image corresponding to the job server must be restored to the current job server in the server farm. The server for that component is selected for you and cannot be changed. 3. Make sure the check box next to the component is selected. 10.After every component is selected, click Restore. All databases are restored, the portal site is created, the team databases are added to the virtual server, and all content indexes on the appropriate servers are restored.
Configuring Usage Analysis Managing Unused Web Sites Configuring E-Mail-Enabled Document Libraries
For more information about scheduling timed jobs from the command-line, see Command-Line Properties.
Viewing Subsites
If you are a member of the Administrator site group for a site, you can view a list of subsites from the Manage Sites and Workspaces page in Site Settings. This list displays only the immediate set of subsites for the current site (one level down). View the list of immediate subsites for a site 1. On the site, click Site Settings.
2. On the Site Settings page, under Administration, click Manage sites and workspaces. If you are a site collection administrator, you can see the full list of subsites for the site collection (any subsites of the top-level Web site, plus any of their subsites) by using the View Site Hierarchy page in Site Administration. View the entire list of subsites within a site collection 1. On the top-level Web site for the site collection, click Site Settings. 2. On the Site Settings page, under Administration, click Go to Site Administration. 3. Under Site Collection Administration, click View site hierarchy.
Deleting a Subsite
Depending on your administrative access level, you can use different methods to delete a subsite: If you are a member of the Administrator site group for the subsite you want to delete, you can use the Delete This Site page in Site Administration. If you are a member of the Administrator site group for the site one level up from the subsite you want to delete, you can use the Manage Sites and Workspaces page in Site Settings for your subsite.
Caution You cannot recover a subsite unless you have a backup version of the subsite. For more information about backing up a site, see "Backing Up and Restoring Databases by Using the SQL Server 2000 Tools" in the Windows SharePoint Services Administrator's Guide. Delete a subsite using the Delete This Site page 1. On the subsite, click Site Settings. 2. On the Site Settings page, under Administration, click Go to Site Administration.
3. Under Management and Statistics, click Delete this site. 4. On the confirmation page, click Delete. To delete a subsite from the Manage Sites and Workspaces page, you must use the Site Settings page for the site immediately above the subsite you want to delete. Delete a subsite using the Manage Sites and Workspaces page 1. On the site above the subsite you want to delete, click Site Settings. 2. On the Site Settings page, under Administration, click Manage Sites and Workspaces. 3. On the Manage Sites and Workspaces page, next to the subsite you want to delete, click the Delete icon. 4. On the confirmation page, click Delete.
The enumsites and enumsubwebs operations provide the list of sites and subsites as XML text. For example, a list of sites generated by running enumsites would look like:
<Sites Count="2"> <Site URL="http://site_name1" Owner="DOMAIN\userA"/> <Site URL="http://site_name2" Owner="DOMAIN\userB"/> </Sites>
The deletesite and deleteweb operations also take only the url parameter and follow the same syntax:
stsadm.exe -o deletesite -url <URL>stsadm.exe -o deleteweb -url <URL>
The renameweb operation takes the url and newname parameters. The syntax for renameweb is as follows:
stsadm.exe -o renameweb -url <URL> -newname <new subsite name>
For more information about using the command-line operations, see Command-Line Operations.
Related Topics
Part of managing sites and subsites is creating sites when you need to. For more information, see "Creating Sites and
Subsites" in the Windows SharePoint Services Administrator's Guide. You can also delete unused sites automatically. For more information, see Managing Unused Web Sites. 2003 Microsoft Corporation. All rights reserved.
Managing Paths
When you extend a virtual server, create a top-level Web site, or configure Self-Service Site Creation, you may also need to define managed paths. Managed paths allow you to perform two important tasks: Indicate which pieces of the URL namespace are controlled by Microsoft Windows SharePoint Services. Many organizations installing Windows SharePoint Services already have a Web server or server farm in use, and must be able to identify areas of the existing URL namespace that should not be managed by Windows SharePoint Services. For example, if you have a Web application on your Web server already, and you install Windows SharePoint Services, you need a way to tell Windows SharePoint Services not to attempt to control content in or settings for that path. Specify paths to use for Self-Service Site Creation. You can restrict Self-Service Site Creation users to specific paths when they create sites. By default, the path /sites is created and added as a path for Self-Service Site Creation users when you enable Self-Service Site Creation. You can create other paths for Self-Service Site Creation users, or remove the /sites path when you manage paths. There are two categories of paths you can manage: included and excluded paths. An included path indicates that Windows SharePoint Services manages that path. An excluded path indicates that the path is managed by a different application, and that Windows SharePoint Services should leave it alone. Included paths can be further broken down into the following two types: Explicit inclusions Includes only the specific path you set. Use explicit inclusions, for example, if you want Windows SharePoint Services to manage a specific path, such as /portal, but not any possible sites below it, such as /portal/webapp. Wildcard inclusions Includes any sites below the path you set, so you don't have to add them individually. This is the type of inclusion to use for Self-Service Site Creation, when you want users to be able to create top-level Web sites underneath a specific path, such as /sites. Note Web server performance declines linearly with the number of inclusions and exclusions. You can minimize the performance impact by using wildcard inclusions rather than many explicit inclusions, and by putting as many excluded applications under the same excluded path as possible. The following table lists example URLs and explains the types of paths. Path type Example URL Path name Explicit inclusion http://server1/site1 /site1
Wildcard inclusion
http://server1/sites/*
/sites/*
Exclusion
http://server1/webapp
/webapp
Comments Identifies the Web site at /site1 as a Windows SharePoint Services site. Identifies all sites below the /sites/ path as Windows SharePoint Services sites. Indicates that the /webapp directory is not handled by Windows SharePoint Services.
/*
Indicates an explicit inclusion for the top-level Web site. Only the top-level Web site is a Windows SharePoint Services site, not any other sites below the top-level Web site. Indicates a wildcard inclusion for the top level of the virtual server. Every directory under the specified path is a Windows SharePoint Services top-level Web site.
Included and excluded paths are used only for directories, not pages in a Web site, and they are recursive (for example, if you exclude /mango, Windows SharePoint Services will ignore any URL beginning with /mango/ or equal to /mango). Exclusions take precedence over inclusions, so if you accidentally set a particular path to be both included and excluded, the path will be excluded. Inclusions are evaluated by length; longer URLs are checked before shorter URLs, so an inclusion for http://server1/sites/teams will be evaluated before an inclusion for http://server1/teams. You can manage paths by using either HTML Administration pages or the command line.
You can also remove an included or excluded path by using the command line. For example, to remove an exclusion for the site at http://server1/hrweb/webapp, you would use syntax like the following:
stsadm -o deletepath -url http://server1/hrweb/webapp
Related Topics
For more information about how managed paths affect extending a virtual server, creating sites, or allowing users to create sites by using Self-Service Site Creation, see Extending Virtual Servers, "Creating Sites and Subsites," and "Configuring Self-Service Site Creation" in the Windows SharePoint Services Administrator's Guide. 2003 Microsoft Corporation. All rights reserved.
Note If for any reason the e-mail notification cannot be queued (for example, the SMTP server is down), the count is not incremented. For example, if three notices have been sent, and when it is time for the fourth notice to be sent the next week, the SMTP server is down, the fourth notification is not sent that day, and the count is not incremented. The next week, when the database is checked again, the fourth notice is sent, and the process continues from there. The confirmation and automatic deletion feature relies on the Microsoft SharePoint Timer service to carry out the timed jobs. The times and intervals you specify here follow the same rules as any other SharePoint Timer service job in Windows SharePoint Services. For more information, see Scheduling Timed Jobs.
4. Click OK.
Configuring Site Use Confirmation and Automatic Deletion from the Command Line
You can also configure confirmation and automatic deletion from the command line by using the setproperty operation and the following properties: delete-web-send-email, dead-site-notify-after, dead-site-num-notifications, dead-site-auto-delete, and job-dead-site-delete. For more information, see Command-Line Properties.
Caution Template files include personal information such as server URLs and user account names. Only share template files with trusted users and groups.
When a user creates a new list, he or she selects a list template to use in creating the list. Windows SharePoint Services includes many list templates by default, and users can customize an existing list and save the customized list as a new list template. List templates created by other users or software vendors can also be imported to the site collection template gallery. You must have the Manage Lists right to create a list template. The Manage Lists right is included in the Web Designer and Administrator site groups by default. To add or import a list template to the site collection gallery, you must have the Add Item right for the list template gallery, which is included by default in the Web Designer and Administrator site groups for the top-level Web site in a site collection. A list template is a file that includes all of the design information about the list, such as: The columns and fields in the list. Any views created for the list. List content (optional). List templates do not include: Security settings, such as a list of users or groups with permissions to the list from which the template was created. Lookup field links. Although lists can contain lookup fields that reference data in another list, that other list (and its data) is not included when you save a list template. List templates are stored as files with the .stp extension.
Creating Templates
Members of the Administrator site group for a site can create a template based on that site. Create a site template 1. On the site, click Site Settings. 2. Under Administration, click Go to Site Administration. 3. Under Management and Statistics, click Save site as template. 4. In the File name box, type the filename to use for the site template file. 5. In the Template title box, type the title you want to use for the template in the site template gallery. 6. In the Template description box, type a description for the site template. 7. If you want to include the existing site content, select the Include content check box. 8. Click OK. You must be a member of the Web Designer or Administrator site group to be able to create a list template. Create a list template
1. 2. 3. 4. 5. 6. 7. 8.
Navigate to the list you want to save as a template. Under Actions, click Modify settings and columns. On the Customize <List Name> page, under General Settings, click Save list as template. In the File name box, type the filename to use for the template file. In the Template title box, type the title you want to use for the template in the list template gallery. In the Template description box, type a description for the template. If you want to include the existing content, select the Include content check box. Click OK.
1. 2. 3. 4. 5.
On the top-level Web site, click Site Settings. Under Administration, click Go to Site Administration. Under Site Collection Galleries, click Manage list template gallery. On the List Template Gallery page, click the Edit icon next to the template name. On the List Template Gallery: <Name> page, click Delete.
The deletetemplate operation takes the required title parameter and the optional lcid parameter. To delete a template from the central template gallery, you would use the following syntax:
stsadme.exe -o deletetemplate -title <template title> -lcid <language>
Note After you add or delete a template from the central template gallery, you need to restart the Web service in Internet Information Services (IIS). You can restart all of IIS at once by running iisreset on the command line, or just restart the specific Web sites in Internet Information Services (IIS) Manager. If you are in a server farm environment, you must restart the Web services for each front-end Web server in your server farm. The enumtemplates operation takes the optional lcid parameter. To list all templates in the central template gallery, you would use the following syntax:
stsadm.exe -o enumtemplates
To list only templates for a specific language, you would use the following syntax:
stsadm.exe -o enumtemplates -lcid <language>
For more information about command-line parameters, see Command-Line Parameters. For a list of valid locale IDs (LCIDs), see Regional and Language Settings.
This document is created with the unregistered version of CHM2PDF Pilot <DOMAIN\username> -owneremail <someone@example.com> -sitetemplate _GLOBAL_#2
Note To find the template ID for a global template, you can use the enumtemplates operation.
Sharing Templates
You can share list and site templates with users outside of your site collection by giving them a copy of the .stp template file. You can give them a copy of the template file, just like any other file, by sending it in an e-mail message, posting it to a network share or Web site, or making a copy on a disk. If the users are members of the Administrator or Web Designer site groups for their sites, they have the Add Item right for the site and list template galleries, and can add the site or list template to their site or list template gallery, and start using it. To create a copy of a template, you must perform the following steps: 1. Create the template. 2. Navigate to the template gallery (whether site or list), right-click the file, and then click Save As to save the file to a network share or your local computer.
3. 4. 5. 6. 7.
For more information about working with site definitions, see the Windows SharePoint Services Software Development Kit.
If you are adding a new virtual server to an existing server, you must create the virtual server first. This means creating a folder on your hard disk (usually under the \Inetpub folder) to store the virtual server's files, and then adding the virtual server in Internet Information Services (IIS). Create a virtual server 1. Click Start, point to All Programs, point to Administrative Tools, and then click Internet Information Services (IIS) Manager. 2. Click the plus sign (+) next to the server name you want to add a virtual server to. 3. Right-click the Web Sites folder, click New, and then click Web site. 4. Click Next. 5. In the Description box, type the description of your virtual server, and then click Next. 6. In the Enter the IP address to use for this Web site box, click All Unassigned. Note You can create multiple virtual servers by using IIS Host Headers with All Unassigned if necessary, but IP-bound virtual servers are not supported. 7. In the TCP port this Web site should use (Default: 80) box, type the port number to assign to the virtual server. You do not need to assign a host header, because the hosting is being handled through Windows SharePoint Services. 8. Click Next. 9. In the Path box, type or browse to the path on your hard disk where the site content will go. 10.If you do not want to allow anonymous access to your virtual server, clear the Allow anonymous access to this Web site check box. 11.Click Next. 12.On the Web Site Access Permissions panel, select the permissions to use, and then click Next. The default permissions, Read and Run Scripts (such as ASP), are recommended. The Execute (such as ISAPI applications or CGI) permission will be added automatically to the appropriate folders by Windows SharePoint Services. 13. Click Finish. For more information about creating new Web sites on servers running the Windows Server 2003 family, see the Adding Sites topic in the Help system for Internet Information Services.
Extending a Virtual Server that is Already Running Microsoft FrontPage 2002 Server Extensions
If you have an existing virtual server running FrontPage 2002 Server Extensions that you would like to upgrade to Windows SharePoint Services, you must uninstall FrontPage Server Extensions and then extend the virtual server. If
you wish to preserve the content from your FrontPage 2002 Server Extensions-based site, use the smigrate.exe tool to migrate the content to your new Windows SharePoint Services-based site before uninstalling. For information on smigrate, see "Migrating and Upgrading Web Sites" in the Windows SharePoint Services Administrator's Guide.
the root of the virtual server, but you can specify a custom URL path instead. Which quota template to apply, if you are using quotas on your server (optional). The language to use for the default top-level Web site (select from the set of Windows SharePoint Services languages installed on your server). Which site template to apply to the top-level Web site (optional). On the command line, you can specify which template to apply to the top-level Web site in the same command that you use to extend the virtual server. You can choose the template from HTML Administration pages as well, but you must navigate to the site to do so.
After you extend the virtual server, you can specify default settings for top-level Web sites created under that virtual server. For more information, see Configuring Virtual Servers. The following sections show you how to extend a virtual server using HTML Administration pages or the command line. You can use either method to extend a virtual server and connect to or create a content database. Note You can also extend a virtual server by using a script during a quiet installation. For more information, see "Performing a Quiet Installation" in the Windows SharePoint Services Administrator's Guide.
section. 11.In the Site Language section, select the language to use. 12.Click OK. The virtual server is extended, a site is created at the root of the virtual server, and the browser window returns to the Virtual Server Settings page, where you can configure default settings for new top-level Web sites. When you connect to an existing content database, you do not need to create a top-level Web site. After you extend the virtual server, the virtual server hosts the existing sites in the database. Extend and connect to an existing content database by using HTML Administration pages 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. Click Extend or upgrade virtual server. 3. On the Virtual Server List page, click the virtual server you want to extend. 4. On the Extend Virtual Server page, click Extend and connect to existing content database. 5. On the Extend and Connect to Existing Content Database page, in the Server Mapping section, in the Host name or IIS virtual server name box, select the name of the host or virtual server that you want to use. 6. In the Application Pool section, select either Use an existing application pool or Create a new application pool. Notes o When using Windows SharePoint Services with SharePoint Portal Server, re-use the MSSharePointPortalServerAppPool application pool created by SharePoint Portal Server. This application pool can be managed by clicking on Configure Server Farm Account Settings in SharePoint Portal Server Central Administration. o In most other installations, it is recommended that you create a new application pool for each virtual server, so that they run in separate processes. This application pool should use a domain account, but it does not need to have database creation rights in Microsoft SQL Server the administration virtual server account creates any databases required. 7. If you selected Use an existing application pool, select the application pool to use. If you selected Create a new application pool, enter the new application pool name, user name, and password to use. 8. Click Submit. The virtual server is extended and can now provide the same content as the other virtual servers pointing to that content database. You can add a new top-level Web site to the virtual server if you need to, and it will be hosted by any virtual server that is connected to the content database.
The donotcreatesite parameter allows you to extend a virtual server and create a content database without a top-level Web site. Use this parameter when you are setting up a server farm and hosting sites with URLs like http://server_name/site1, http://server_name/site2, and so on. (To use this site naming scheme, you must create a wildcard inclusion for the path under which you create the sites. For more information about inclusions, see Managing Paths.) The sitetemplate parameter allows you to extend a virtual server, create a top-level Web site, and apply a site template to the top-level Web site during site creation. If you do not use the sitetemplate parameter, the site owner can choose a site template when he or she first browses to the site. To extend a virtual server and use the default content database server and default application pool, use the following syntax:
Stsadm o extendvs -url <url> -ownerlogin DOMAIN\username -owneremail someone@example.com [-ownername <full name>]
To extend a virtual server, specify a content database name and server, and create a new application pool, use the following syntax:
stsadm -o extendvs -url <url> -ownerlogin DOMAIN\user -owneremail someone@example.com [-ownername <full name>] -ds <database server name> [-du <database user name> -dp <password>] -dn <database name> -lcid <lcid> -sitetemplate sts -apcreatenew -apidname <application pool name> -apidtype <configurableid/NetworkService/LocalService/LocalSystem> -apidlogin <DOMAIN\name> -apidpwd <password>
Note that the -du and -dp parameters are not needed if you are using Windows authentication to connect to the SQL Server databases. If you are in a server farm environment, you can use the extendvsinwebfarm operation. The extendvsinwebfarm operation uses the following syntax:
stsadm -o extendvsinwebfarm -url <url> -vsname <virtualservername> [-apcreatenew] [-apidname <app pool id>] [-apidtype <configurableid/NetworkService/LocalService/LocalSystem>] [-apidlogin <app pool user account>] [-apidpwd <app pool password>]
Related Topics
For more information about the extendvs and extendvsinwebfarm operations, see Command-Line Operations. After you have extended a virtual server, you can configure settings for the virtual server. For more information, see Configuring Virtual Servers. As your organization's use of Windows SharePoint Services grows, you may find that you need additional database capacity for your site content. You can create additional content databases to store site data. For more information, see Managing Content Databases. 2003 Microsoft Corporation. All rights reserved.
Members of the Administrator and Web Designer site groups for a site can determine whether document versioning is enabled for a particular document library. To enable document versioning, you use the settings page for that document library. Enable versioning for a document library 1. Navigate to the list, and on the left link bar, click Modify settings and columns. 2. On the Customize "Document Library" page, click Change general settings. 3. On the Document Library Settings page, in the Document Versions section, under Create a version each time you edit a file in this document library?, click Yes. 4. Click OK.
groups (or members of any site group with the Cancel Check-out right) for a site can override a document check-out if necessary, and force the document to be checked in with the previous version. To force a document to be checked in, you use the same command as the user would use to check in a document normally. Cancel a check-out and return to the previous version 1. Navigate to the document, click the down arrow next to the document's title, and then click Check In. 2. On the Check In page, select Discard changes and undo check out, and then click OK. 3. On the confirmation message that appears, click OK to check in the document. 2003 Microsoft Corporation. All rights reserved.
Caution If you are using the SharePoint Migration Tool to migrate and upgrade a site from SharePoint Team Services v1.0 or FrontPage 2002 Server Extensions from Microsoft to Windows SharePoint Services, be aware that several features or types of customizations supported in these environments will not migrate properly or will not work in a migrated site. For a list of items that you must re-create or work around, see "Upgrade Considerations" in the Windows SharePoint Services Administrator's Guide. You can migrate a site to a new virtual server, to a new top-level Web site on an existing virtual server, or to a subsite under an existing top-level Web site. No matter what level the site is, when you restore the site, you must create a blank site at the destination without applying a site template. For more information about creating a new virtual server, see Extending Virtual Servers. For more information about creating sites, see Creating Sites and Subsites. Follow the steps to create the site, but when prompted to select a site template, close the browser window and do not apply any template (including the Blank Site template) or the restore operation will fail. Note Some of the steps in this topic require changing settings in Microsoft Internet Information Services (IIS) or Microsoft SQL Server. To complete the steps that use IIS, you must be logged on as a member of the Administrators group on the local computer, or you must be logged on using an account that is both a member of the SharePoint administrators group and that has been granted permissions to administer IIS. To complete the steps that use SQL Server, you must be logged on using an account that is a member of the db_owner role in SQL Server.
Migrating Windows SharePoint Services Sites to Another Server Running Windows SharePoint Services
If you use the SharePoint Migration Tool to migrate a site based on Windows SharePoint Services to another server running Windows SharePoint Services, the following information is not migrated to the new site: Security settings including: rights, site groups and memberships, cross-site groups, anonymous access setting, and whether or not permissions are inherited from the parent site. SharePoint Central Administration settings for the server or virtual server. Personalizations including personal views. Web Part customizations made through Modify My Web Part instead of Modify Shared Web Part.
The computer on which you are running the SharePoint Migration Tool trusts the certificate authority that issued the SSL certificate. The hostname you provide when running the SharePoint Migration Tool matches the hostname on the SSL certificate. The certificate is valid (for example, it cannot be expired).
If the computer on which you are running the SharePoint Migration Tool does not trust the certificate authority that issued the SSL certificate, you will need to add the certificate authority to your list of trusted certificates by following the steps in the following procedure. Add certificate authority to list of trusted certificates 1. Browse to the destination https site. The Security Alert window appears, indicating that the site certificate was issued by a company you do not yet trust. 2. In the Security Alert window, click View Certificate. 3. In the Certificate window, click the Certification Path tab. 4. Click the parent certificate of the selected certificate. The parent certificate will have a red and white "X" through it. 5. Click View Certificate. 6. In the second Certificate window, click Install Certificate. 7. In the Certificate Import Wizard, click Next. 8. In the Certificate Store window, choose either: o Automatically select the certificate store based upon the type of certificate: Choose this option if you want the new certificate to be kept in the default store for that kind of certificate. o Place all certificates in the following store: Choose this option if you want to specify the store in which the new certificate will be kept. After choosing this option, click the Browse button and specify the desired store. 9. Click Next. 10.Click Finish. 11.In the Root Certificate Store window, click Yes.
If you are migrating a site based on Windows SharePoint Services to a new location, you can set the site to read-only by locking the site. For more information about locking a site, see Configuring Site Quotas and Locks. 1. On the original server, click Start, point to All Programs, point to Administrative Tools, and then click Microsoft SharePoint Administrator. 2. On the Server Administration page, click Set list of available rights. 3. Clear all of the check boxes except for the Browse, View Lists, and View Web Document Discussions check boxes. 4. Click Submit. Turn off blocked file extensions in the original site (Windows SharePoint Services only) 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. Under Security Configuration, click Manage blocked file types. 3. In the list of blocked file types, delete the file types you want to include in the backup. 4. Click OK. Caution The list of blocked file extensions affects all sites on the server or in the server farm, not just the site you are migrating. After migrating, you must specify the blocked file settings again to restore this protection for any sites on the server or server farm. Increase the paging file size If you are migrating a large site or running the SharePoint Migration Tool directly on a front-end Web server, it is recommended that you increase the paging file size for the server to at least 1 GB. 1. Click Start, point to All Programs, point to Administrative Tools, and then click Computer Management. 2. In the console tree, right-click Computer Management (Local), and then select Properties. 3. On the Advanced tab, under Performance, click Settings. 4. In the Performance Options dialog box, under Virtual memory, click Change. 5. In the Drive list, click the drive that contains the paging file you want to change. 6. Under Paging file size for selected drive, select Custom size, and then type 1024 in the Initial Size (MB) box. 7. Specify a larger number in the Maximum Size (MB) box, and then click Set. This sets the paging file to a minimum of 1 gigabyte (GB).
This procedure is optional. Turn on anonymous user access only if you want to migrate anonymous access settings. 1. Click Start, point to All Programs, point to Administrative Tools, and then click Internet Information Services (IIS) Manager. 2. Double-click the server name that is running Windows SharePoint Services. 3. Double-click Web Sites. 4. Right-click the virtual server that you are restoring to, and then click Properties. 5. On the Directory Security tab, under Authentication and access control, click Edit. 6. Select the Enable anonymous access check box, and then click OK. 7. Click OK. After the IIS settings are configured, you can change quota limits by using SharePoint Central Administration. Double a quota limit 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. Under Component Configuration, click Manage quotas and locks. 3. On the Manage Quotas and Locks page, click Manage site collection quotas and locks. 4. Enter the URL of the site collection, and then click View Data. 5. In the Site Quota Information Section, double the amount of storage allowed for the Limit site storage to a maximum of option. 6. Click OK. If you know that the original site contains files that have file extensions on the blocked file extensions list, you must unblock those file extensions before you migrate the site. If you do not remove those file extensions from the blocked list, the files will not be migrated with the rest of the site content. Disable full-text searching in SQL Server 2000 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the SharePoint Central Administration page, under Component Configuration, click Configure full-text search. 3. Clear the Enable full-text search and index component check box. 4. Click OK. Turn off blocked file extensions on the destination server 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. Under Security Configuration, click Manage blocked file types. 3. In the list of blocked file types, delete the file types you want to allow. 4. Click OK. If you want to continue blocking these file types after the site has been migrated, you must add the file extensions back to this list after the migration is completed. Note that this list of blocked file extensions affects all sites on the server or in the server farm, not just the site you are migrating.
However, uploading files larger than 50 MB may cause problems, depending on your available system resources. If you greatly increase the maximum file size and then attempt to upload a very large file, the upload may fail or the server may stop responding. The file size at which Windows SharePoint Services may stop responding depends on the hardware you are using and usage patterns. For example, an installation that includes a front-end Web server with 512 MB of RAM and a back-end server with 1 GB of RAM may be able to handle files up to about 128 MB. In general, it is the amount of available memory that determines how large of a file can be uploaded - for a temporary solution, such as when you are running the SharePoint Migration Tool, you can set the maximum upload size to handle files about one quarter of the size of the physical memory for your server. Change the virtual server settings for maximum uploads and alerts 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. Under Virtual Server Configuration, click Configure virtual server settings. 3. On the Virtual Server List page, click the name of the virtual server that contains the destination site. 4. On the Virtual Server Settings page, under Virtual Server Management, click Virtual server general settings. 5. In the Maximum Upload Size section, in the Maximum upload size box, type the maximum size you want to allow. 6. In the Alerts section, under Maximum number of alerts that a user can create, select Unlimited number. 7. Click OK.
Be sure to not use the -sitetemplate parameter. You can also use the SharePoint Central Administration, Site Administration, and Create pages to create a destination site without applying a template. To do so, begin creating the site collection, top-level site, or subsite as usual, but when you get to the page where you are asked to select a template, close the browser window without making a selection. Do not apply any template (including the Blank Site template) or the restore operation will fail.
Smigrate.exe takes the following parameters: Parameter Description -w Web site URL. Required.
-f
Example values A valid URL, such as http://myserver/site1 or https://myserver/site1. A filename, or full path to a filename, with the .fwp extension. For example, backup.fwp, c:\backup.fwp, or \\myserver\folder\backup.fwp. Note The file name extension is optional. If you do not specify the .fwp extension, it will be added automatically. none
-r -e
-x
-y
-u
-pw
Restores a site to a new location. Excludes subsites during backup. none Optional. Excludes security during restore. Optional. For use when migrating from SharePoint Team Services v1.0 none to Windows SharePoint Services only. Overwrites an existing backup file. none Optional. The user name for the Web site administrator. This parameter is required if your site supports only Basic authentication. Note that if the current logged on user has sufficient rights to perform the migration, the current user's credentials are used to perform the migration instead of the A valid user name, in the form one specified with the -u parameter. If DOMAIN\name. you want the migration to be performed by a specific account, log on as that account before migrating. Alternatively, you can change your Internet settings so that your computer does not automatically try to authenticate when you connect to Web sites. The password for the Web site A valid password. Use "*" to be administrator. Optional. prompted to type a password.
Note If Internet Explorer Enhanced Security is enabled on your server, you must specify the u and pw parameters. To back up a site, you use Smigrate.exe with the following parameters:
smigrate.exe -w Web_site_URL -f backup_filename [-e -y -u user_name -pw password]
For example, to create a backup of http://myserver/site1 to a file called backup.fwp at the root of the c:\ drive,
without including any subsites of the Web site, you would type the following:
smigrate.exe -w http://myserver/site1 -f c:\backup.fwp -e
Note If your site has a space in the URL, enclose the URL in quotation marks ("). For example, to back up http://myserver/my site, type "http://myserver/my site". To restore a site, you use Smigrate.exe with the following parameters:
smigrate.exe -r -w Web_site_URL -f backup_filename [-u user_name -pw password]
For example, to restore the above site to http://yourserver/site2, you would type the following:
smigrate.exe -r -w http://yourserver/site2 -f c:\backup.fwp
If you are logged on with an account that does not have specific permissions to the destination Web site, you can specify a site administrator user name and password that has the appropriate permissions. For example, to restore a site and specify the administrator user name and password, you would use the following syntax:
smigrate.exe -r -w Web_site_URL -f backup_filename -u site_administrator_user_account -pw password
When you migrate a site from SharePoint Team Services v1.0 to Windows SharePoint Services, you can also use the x parameter during restore, which allows you to determine whether or not to preserve the security settings for the Web site (user accounts and site groups). You can run the SharePoint Migration Tool from any computer running Microsoft Windows 2000 Service Pack 3 or later. The tool can be copied to another computer and used even if Windows SharePoint Services is not installed. Note The upgrade and migration from SharePoint Team Services v1.0 to Windows SharePoint Services is not full fidelity, and some data may be lost because of changes in the functionality between versions. You can view the smigrate.log file to see which items migrated successfully and which did not. The smigrate.log file is stored in the %temp% directory for your user account. If a log file already exists from a previous backup or restore, a log file will be created using the next available name (such as smigrate_1.log, smigrate_2.log, and so on). To restore a site based on SharePoint Team Services v1.0 to a server running Windows SharePoint Services, and exclude the security information, you use Smigrate.exe with the following parameters:
smigrate.exe -r -w Web_site_URL -f backup_filename -x
If your site does not migrate as expected, refer to the following list to understand issues or find solutions: When using the SharePoint Migration Tool to backup my SharePoint Team Services v1.0 site, I get the message: The server administration programs and the server extensions on the Web server are not compatible. The server is too old to use with this administration program. Please consult the section in the Administration Guide on Migrating and Updating Web Sites for more information. To migrate sites from SharePoint Team Services v1.0 to Windows SharePoint Services, you must verify that the server hosting the original site has been updated to work with the SharePoint Migration Tool. To download this update, go to the SharePoint Team Services Version 1.0 Update page. To install this update, you must be a member of the local Administrators group on the server. When using the SharePoint Migration Tool to restore a site, I get the following error message: Server error: A site template has already been applied to this site. Once a template has been applied, the site must be deleted and recreated in order to apply a different template. To restore to a site, you must first create a blank site without applying a template. To create a destination site with no template, begin creating the site collection, top-level site, or subsite as usual, but when you get to the page where you are asked to select a template, close the browser window without making a selection. Do not apply any template (including the Blank Site template) or the restore operation will fail. After you have created a blank site with no template, you can use the SharePoint Migration Tool to restore to that site. How do I determine if there were errors during migration? Check the SharePoint Migration Tool log file for errors. The smigrate.log file is stored in the %temp% directory for your user account. If a log file already exists from a previous backup or restore, new log files will be created using the next available name (such as smigrate_1.log, smigrate_2.log, and so on). Search the log entries for the following error messages: cannot, could not, failure, server error, timed out, unable to, and the server sent a response. Alerts from unavailable users were not restored. If a user account no longer exists at restore time, or if the account was a local account, the alerts for that user account cannot be restored. Survey creation times are incorrect. Creation times for surveys are not preserved during migration. This applies to all list types, but is most visible for surveys. The site language is incorrect. When you restore a site, the language of the restored site must match that of the backed up site. Be sure that the language you need is available on the server you are restoring to. There are too many views. If your site was migrated from SharePoint Team Services v1.0 to Windows SharePoint Services, the restored site contains both the views from the original site and the default views for Windows SharePoint Services. The restored SharePoint Team Services v1.0 views are listed after the default Windows SharePoint Services views. You can remove any views that you do not want. I get an error message when I try to back up or restore a site through a proxy server. If your firewall or proxy server requires authentication, you may not be able to back up or restore a site. Some of my currency formats changed after migration. When migrating a site from SharePoint Team Services v1.0 to Windows SharePoint Services, Windows SharePoint Services converts some obsolete currencies to their modern equivalents. For example, German Deutschmarks are converted to Euros. However, only the format of the currency field is changed. The value for each entry is not altered and must be manually converted by using the desired conversion rate. Some of the entries have the fields Created By or Modified By attributed to the wrong person.
When you migrate a Web site, the SharePoint Migration Tool attributes any content created by users who are not currently members of the source site to the user who performed the site migration. This problem can happen easily if you migrate to a new site, and then migrate from there to yet another site. The second time you run the SharePoint Migration Tool, it is possible that there will be content from a user from the source site who is not a member of first destination site. After that content is migrated to the second destination site, the content will be attributed to the user who performed the second migration. To resolve this problem, make sure that all team members are listed on the User Information page (Userinfo.aspx) of the source site before migrating. This problem occurs only when migrating Windows SharePoint Services sites to another server running Windows SharePoint Services. The lookup column I created is blank after I migrated the site. If you have a lookup column with the Get information from option set to User Information, the field will show up as blank in the restored site. This problem occurs only when migrating Windows SharePoint Services sites to another server running Windows SharePoint Services. This problem can happen easily if you migrate to a new site, and then migrate from there to yet another site. The second time you run the SharePoint Migration Tool, it is possible that the lookup field looked up a user from the source site who is not a member of the first destination site. When that content is migrated to the second destination site, if the SharePoint Migration Tool cannot find the user name in the second destination site, the lookup column is left blank. To resolve this problem, make sure that all team members are listed on the User Information page (Userinfo.aspx) of the source site before migrating. The properties of library folders have the wrong information in fields such as Created By or Created. The SharePoint Migration tools does not preserve library folder information such as Created, Created By, Modified, and Modified By. This problem occurs only when migrating Windows SharePoint Services sites to another server running Windows SharePoint Services. Some of the properties for files in my library are blank after migration. If the files were uploaded to the library using a multiple file upload utility such as the one provided in Office 2003 or using a Windows SharePoint Services-compatible Web page editor such as Office FrontPage 2003, any custom properties that use a default value will be blank after migration. I no longer get alerts for changes in library folders The SharePoint Migration tool does not preserve alerts for library folders. This problem occurs only when migrating Windows SharePoint Services sites to another server running Windows SharePoint Services. The migrated site is larger than the original site The size of the restored site will be larger than the original site due to an increase in the size of Web Part Pages. If the original site is near the size quota allowed on the destination server, you may need to increase the quota on the destination server or delete some site content. This problem occurs only when migrating Windows SharePoint Services sites to another server running Windows SharePoint Services. Properties for my basic page or Web Part Page such as Modified or Modified By have changed after site migration. Properties such as Modified or Modified By are not preserved for basic pages or Web Part Pages. This problem occurs only when migrating Windows SharePoint Services sites to another server running Windows SharePoint Services. The creation date and time for Web discussions have changed after migration. The SharePoint Migration Tool does not preserve creation time and date for Web discussions during migration. This problem occurs only when migrating Windows SharePoint Services sites to another server running Windows SharePoint Services. A user keeps getting alerts for changes to the site, but he or she isn't allowed access to the site. The SharePoint Migration Tool migrates alerts to the new site, however, does not migrate site permissions. To
resolve this problem, use the SharePoint administration pages to assign the user to a site group on the new site. If you don't want to give the user access to the site, you must manually delete any alerts that he or she created. This problem occurs only when migrating Windows SharePoint Services sites to another server running Windows SharePoint Services. The version numbers on my documents have changed after migration. If you have a library with Document Versions enabled, the versions are numbered sequentially after migration. Deleting a version of a document from the library causes the original version numbers to be non-sequential. This problem occurs only when migrating Windows SharePoint Services sites to another server running Windows SharePoint Services. The files that I had checked out are checked in after migration. File checkout status is not preserved during migration. My user information from the source site didn't get migrated. The user information for the user who performs the migration is not copied to the destination site if he or she is already listed on the the User Information page (Userinfo.aspx) of the destination site. The text direction for a list has changed. The SharePoint Migration Tool does not preserve the default text direction (right-to-left or left-to-right) during migration. To resolve this problem, you must manually change the text direction for lists after migration. This problem occurs only when migrating Windows SharePoint Services sites to another server running Windows SharePoint Services. After migration, one of the lookup columns for a library has one more entry than there are files. After migration, an extra entry exists if a lookup field in a library references files in the same library. Some folders marked as unbrowsable did not migrate. Windows SharePoint Services uses the _private folder to store unbrowsable files and folders. FrontPage 2002 Server Extensions and SharePoint Team Services v1.0 allowed you to mark additional folders as unbrowsable. When you use the SharePoint Migration Tool to migrate a site that has multiple unbrowsable folders, only the _private folder and any files in the _private folder, are restored. If you want to migrate a site that contains additional folders marked as unbrowsable, move the files from those additional folders into the _private folder before migrating. Note You can only see the _private folder and its contents when you open the site in a program compatible with Windows SharePoint Services such as Office Word 2003 or Office FrontPage 2003.
In addition, when you migrate a site from SharePoint Team Services v1.0 to Windows SharePoint Services, there are some features or customizations that do not migrate. For a list of these items, see "Upgrade Considerations" in the Windows SharePoint Services Administrator's Guide. 2003 Microsoft Corporation. All rights reserved.
5. 6. 7. 8. 9.
global settings check box to specify different settings for the virtual server. In the Enable Data Retrieval Services section, select Enable these data retrieval services. In the Limit Response Size section, in the Response size limit box, specify the size, in kilobytes (KB), to use as the upper size limit for responses from the data retrieval services. To allow updatable queries, in the Update Support section, select the Enable update query support check box. In the Data Source Time-out section, in the Request time-out box, specify the length of time to allow the data retrieval service to respond before timing out, in seconds. Click OK.
And to remove Service1 from the list of services that may allow data updates, you would use the following syntax:
stsadm.exe -o removedrservice -servicename Service1 -setting update
For more information about command-line operations, see Command-Line Operations. 2003 Microsoft Corporation. All rights reserved.
Note On a server farm, you should install custom Web Parts identically on each front-end Web server. Use the SharePoint Configuration Analyzer utility to check each virtual server's Web Part configuration. For more information, see Using SharePoint Configuration Analyzer.
Related Topics
For information about installing, upgrading, and deleting custom Web Parts, along with descriptions of other Web Part configuration tasks at the virtual server level, see Managing Web Parts on Virtual Servers. For information about using SharePoint Configuration Analyzer, see Using SharePoint Configuration Analyzer. For information about managing a site collection Web Part Gallery, see Managing a Site Collection Web Part Gallery. 2003 Microsoft Corporation. All rights reserved.
You can remove a Web Part from the gallery if you want to make it unavailable to users. If a user has already used a Web Part in the site, and you delete the Web Part from the site gallery, the Web Part will remain on the Web Part Page and will still work. However, if an administrator on the server computer removes the Web Part assembly that contains the Web Part from the server, or marks the assembly as unsafe in the Web.config file for the server, the Web Part will no longer run, and the user will see an error message. Remove a Web Part from the Web Part gallery 1. On the Web Part Gallery page, next to the Web Part you want to remove, click the Edit icon. 2. On the Web Part Gallery: <Web Part Name> page, click Delete. 3. Click OK to delete the Web Part.
Related Topics
For an overview of Web Parts, see About Web Parts. For information about installing, upgrading, and deleting custom Web Parts, along with descriptions of other central administration Web Part configuration tasks, see Managing Web Parts on Virtual Servers. 2003 Microsoft Corporation. All rights reserved.
Stsadm.exe to add Web Parts from a Web Part package to one or more virtual servers. In addition to installing the Web Part assemblies, .dwp files, and resources needed by Web Parts, Stsadm.exe puts a copy of the Web Part package in the configuration database. In a server farm configuration, you use this centrally located Web Part package when installing the Web Parts from other servers. Note The Wppackager tool is an alternative method of packaging and installing custom Web Parts. This unsupported tool is available on the Microsoft Download Center at SharePoint Products and Technologies Tool: wppackager for packaging and deploying Web Parts. A whitepaper on this tool is published at Using Wppackager to Package and Deploy Web Parts for Microsoft SharePoint Products and Technologies. An important decision when adding a new Web Part assembly is whether to install it to the global assembly cache (GAC) or to the Bin directory (C:\inetpub\wwwroot\bin for the default virtual server). The Bin directory is the more secure option. When installed in the Bin directory, an assembly is only available to the virtual server. Because the administrator controls the trust level for the virtual server, assemblies installed in the Bin directory will run, by default, at a lower level of trust, such as WSS_Minimal, than they would in the GAC. (By default, assemblies installed in the GAC run at Full trust.) In some IIS configurations, you must install assemblies in the GAC. For example, when you configure an IIS virtual server, extended by using Windows SharePoint Services, that has a host header name, you must install Web Part assemblies in the GAC. But generally, you should install custom Web Parts in the Bin directory, and you should demand of your developer community that they develop Web Parts that work properly under the trust level that you want to enforce on your virtual servers. Verification After installing Web Parts to each server, you can verify your installation by using the SharePoint Configuration Analyzer tool. Along with verifying that IIS and Windows SharePoint Services configurations are compatible, this tool reports on errors in Web Part and Web Control assemblies installations, mismatches between SafeControls lists (in web.config files) and the Web Parts that they reference, and Web Part assemblies that are missing from your server but referenced from pages in the database. After installing a new Web Part assembly, using SharePoint Configuration Analyzer to check the installation, and fixing any errors, you should run SharePoint Configuration Analyzer again with the Save state information option selected. When you select Save state information, SharePoint Configuration Analyzer creates a reference XML file that it uses to reconstruct the mappings between global unique identifiers (GUIDs) and type names, so that it can report the more readable type names of Web Parts in its reports. For information about installing and using SharePoint Configuration Analyzer, see Using SharePoint Configuration Analyzer.
-filename specifies the path to the cabinet file containing the Web Parts and associated resources. -url optionally specifies the URL of the virtual server on which to install the Web Parts. To install the Web Parts on every virtual server on a server, omit the -url parameter. -globalinstall tells Stsadm.exe to install the Web Parts in the global assembly cache (GAC) rather than in the Bin directories of each virtual server. Assemblies installed in the GAC are available to all applications on the server. This is less secure than installing in Bin directories because it potentially grants a higher level of permission to your assemblies across a
larger scope than might be necessary. Notes o Web Parts must be strongly named to be installed in the GAC. If one or more Web Parts in the Web Part package are not strongly named, the Web Part package will be installed in the Bin directory and not in the GAC. For more information, see the topic Code Access Security for Developers in the SharePoint Products and Technologies 2003 Software Development Kit . o If you specify both the URL of a single virtual server and the -globalinstall parameter, the Web Part will only appear in the Web Part Gallery of the virtual server that you specified. However, the assembly will be installed in the GAC, will run at the Full Trust level by default, and will be available from other applications. In a server farm configuration, if a Web Part package has already been installed on one front-end server, you can install the Web Part Package on another server from the configuration database by using the following syntax:
stsadm.exe -o addwppack -name <name of Web Part Package> [-url <URL>] [-globalinstall]
-name specifies the name of a Web Part Package. -url optionally specifies the URL of the virtual server on which to install the Web Parts. To install the Web Parts on every virtual server on the server, omit the-url parameter. -globalinstall specifies to install the Web Parts in the global assembly cache (GAC) rather than in the Bin directories of each virtual server. Use this flag consistently on all front-end servers of a server farm.
To enumerate the Web Part packages installed on a virtual server, use the following syntax:
stsadm.exe -o enumwppacks [-name <name of Web Part Package>] [-url <URL>]
-name specifies the name of a Web Part package. Omitting this parameter specifies to list all Web Part packages for the virtual server or virtual servers. -url optionally specifies the URL of the virtual server for which to enumerate the Web Part packages. If -url is omitted, Stsadm.exe enumerates Web Part packages on every virtual server on the server.
Configuration Analyzer. Installation Installing an upgraded Web Part package is similar to installing a new package. Use the Stsadm.exe command line tool to upgrade the Web Part package.
Verification As with new Web Parts packages, after upgrading Web Parts to each server, you can verify your installation by using the SharePoint Configuration Analyzer tool. After upgrading a Web Part assembly, using SharePoint Configuration Analyzer to check the upgrade, and fixing any errors, you should run SharePoint Configuration Analyzer again with the Save state information option selected. When you select Save state information, SharePoint Configuration Analyzer creates a reference XML file that it uses to reconstruct the mappings between GUIDs and type names, so that it can report the more readable type names of Web Parts in its reports.
-filename specifies the path to the cabinet file containing the Web Parts. -force instructs Stsadm.exe to overwrite an existing Web Part package with a new version. -url optionally specifies the URL of the virtual server on which to upgrade the Web Parts. If -url is omitted, Stsadm.exe upgrades the Web Parts in the Bin folder of every virtual server on the server. On servers where the Web Parts were not installed, this is equivalent to a new installation. -globalinstall specifies to install the Web Parts in the global assembly cache (GAC) rather than in the Bin directories of each virtual server.
In a server farm, if a Web Part package has already been upgraded on one front-end server, you can upgrade the Web Part package from another server by using the following syntax, where -name specifies the name of the Web Part package:
stsadm.exe -o addwppack -name <name of Web Part Package> -force [-url <URL>] [-globalinstall]
When you upgrade a Web Part assembly that is currently in the global assembly cache, if you omit the -globalinstall parameter, the Web Part assembly will be moved to the Bin folder. When you upgrade a Web Part assembly that is currently in the Bin folder, adding the -globalinstall parameter will move the upgraded assembly to the global assembly cache.
assembly. Deleting Web Parts that are in use will break the functionality of Web pages that are dependent on the Web Part. Failing to notify your user community could result in support calls as pages stop working as expected. To find all owners of pages containing a Web Part on a virtual server, use the SharePoint Configuration Analyzer tool, which lists each Web Part installed on a virtual server and, for each Web Part, lists all of the pages that contain an instance of the Web Part in a Web Part Zone. Using this information, contact owners of pages containing Web Parts that are to be deleted, so that they can remove instances of that Web Part from their pages. For more information about SharePoint Configuration Analyzer, see Using SharePoint Configuration Analyzer. Note Because SharePoint Configuration Analyzer does not report on the Web Parts that have been added to each site collection gallery, you should also contact all site administrators of site collection galleries to warn them to remove Web Parts that you are deleting from these galleries. Deletion Use the Stsadm.exe tool to delete a Web Part assembly. Verification After deleting Web Part assemblies from each server, you can verify the operation using the SharePoint Configuration Analyzer tool. By using this tool, you can find unwanted Web Part assemblies that remain on virtual servers along with pages that refer to deleted assemblies.
-name specifies the name of the Web Part package. -url optionally specifies the URL of the virtual server on which to delete the Web Parts. If -url is omitted, Stsadm.exe deletes the Web Parts from the Bin folder of every virtual server on the server or from the global assembly cache.
Note When you delete the last instance of a Web Parts package on a server or server farm, Stsadm.exe also deletes the Web Part package from the configuration database.
2. In the web.config file, modify the following line, which is contained in the <SharePoint> element
<OnlineLibrary Url="http://Server/Path"/>
Where Server is the server hosting the online gallery and Path is the path to the .aspx page that implements the online gallery. 3. Save and close the web.config file. 4. Repeat steps 1 through 3 for each virtual server for which you want to specify an online Web Part gallery.
Allowing Access to the Online Web Part Gallery from Behind a Proxy Server or Firewall
If your server is behind a proxy server or firewall, you must also edit the web.config file for each virtual server for which you want to enable an online Web Part gallery that is implemented outside of your firewall. In a server farm environment, you must edit this file for each virtual server in every front-end Web server in the server farm. 1. On your Web front-end server computer, open Notepad, navigate to the folder containing the virtual server for which you want to enable the online Web Part gallery, and then open the web.config file under the following directory: \Inetpub\wwwroot 2. In the web.config file, add the following lines.
<system.net> <defaultProxy> <proxy proxyaddress="http://Proxy_Server:port" bypassonlocal = "true"/> </defaultProxy> </system.net>
Where Proxy_Server:port is the proxy server or firewall used for your environment. 3. Save and close the web.config file. 4. Repeat steps 1 through 3 for each virtual server for which you want to enable access to the online Web Part gallery.
The following example sets the safe mode attributes to their default values:
<SharePoint> <SafeMode MaxControls="50" CallStack="False" /> </SharePoint> <system.web> <customErrors mode="On" /> </system.web>
Note A Web Part must implement caching to take advantage of the server or database cache. Developing Web Parts that use caching is described in the SharePoint Products and Technologies 2003 Software Development Kit .
This document is created with the unregistered version of CHM2PDF Pilot </SharePoint>
For a full discussion of setting trust levels, see the topic "Code Access Security For Administrators" in the SharePoint Products and Technologies 2003 Software Development Kit .
Related Topics
For an overview of Web Parts, see About Web Parts. For information on using SharePoint Configuration Analyzer, see Using SharePoint Configuration Analyzer. For information on managing a site collection Web Part Gallery, see Managing a Site Collection Web Part Gallery. For information on developing custom Web Parts, see SharePoint Products and Technologies 2003 Software Development Kit . 2003 Microsoft Corporation. All rights reserved.
o /<wssroot>/ o /<wssroot>/_vti_bin o /<wssroot>/_layouts o /<wssroot>/ o /<wssroot>/wpresources o /<wssroot>/_wpresources All security policy files that are referred to from the root Web.config file. All IIS and Windows SharePoint Services log files. The application and server event logs, which are copied to a tab-delimited file. List of all Web Parts and Web Controls listed in the SafeControls list. For each Web Part type found in the database, a list of the pages that contain an instance of that Web Part. List of all Web Part packages installed in the Global Assembly Cache (GAC) and \bin directories. List of all files contained within the main application root.
Note SharePoint Configuration Analyzer also lists general information about the Web server and SQL databases used by Windows SharePoint Services. Some of this information is sensitive. Because of this, you should view the output results of SharePoint Configuration Analyzer by using the administrator's account used to run SharePoint Configuration Analyzer.
specified site collection. 3. To package the SharePoint Configuration Analyzer results in a Microsoft cabinet (.cab) file, click Package results into .cab file. When you select this option, SharePoint Configuration Analyzer creates a .cab file named " VirtualServerName_PortNumber_AnalyzerPackage_time.cab" and stores it in the SharePoint Configuration Analyzer's results folder. The CAB file includes copies of the log files, configuration files, and other data that you specified. Note Along with optionally creating a .cab file, SharePoint Configuration Analyzer always creates a folder, named "VirtualServerName_PortNumber_AnalyzerPackage_time, that contains the set of data it finds. 4. Click Explore results to view the expanded results folder when SharePoint Configuration Analyzer finishes. Note If you don't select Explore results, you can view the expanded results by clicking the message "Last analysis folder: MyServerName_PortNumber_AnalyzerPackage_time" in the status bar at the bottom of the SharePoint Configuration Analyzer window after you run SharePoint Configuration Analyzer.
Retrieve IIS and SharePoint Services log files Retrieves all log files generated by IIS and all files with .log and .txt extensions generated by Windows SharePoint Services.
Retrieves the application and server event logs and stores them in tab-delimited files for easy viewing in a spreadsheet program such as Microsoft Excel. Note Depending on the size of the server event log files, this operation could take SharePoint Configuration Analyzer a long time to complete. Verifies all Web Parts and Web Controls assemblies found in the SafeControls list (taken from the application root's web.config file). Verification includes: Making sure the assemblies exist. Determining the location of each assembly (the GAC or the Local_drive:\inetpub\wwwroot\bin directory). Listing all public Web Part and Web Control types contained in these assemblies. Reporting any conflicts between the assembly location and the Web server configuration (such as installing DLLS in the \bin directory in some IIS configurations). After the assemblies have been verified, SharePoint Configuration Analyzer performs additional steps to find discrepancies between the use of Web Parts, as reflected in the database, and the Web Part assemblies listed in the web.config file. SharePoint Configuration Analyzer lists all pages with one of these database errors: Web Part instances on pages that are not accounted for in the assemblies listed in the SafeControls list. Uncompressed Web Parts. An uncompressed Web Part is one in which the properties of the Web Part are written directly in a Web page, rather than referenced from a .dwp file. When a page with an uncompressed Web Part is saved, Windows SharePoint Services removes the Web Part properties and other markup from the page and saves that data. Although uncompressed Web Parts are not errors, if a user gets an error when trying to view a Web Part, but the Web Part assembly is properly installed and configured, this could indicate an uncompressed Web Part for which the markup is insufficient to initialize the Web Part. Note The scope of the database scan is dependent on the value of the Site collection path field.
If you select Verify SafeControl assemblies, you can select Create Web Part usage report to generate, for each Web Part installed on the virtual server, a list of the pages that contain an instance of that Web Part. For example, it is useful to generate this list before upgrading a Web Part to a newer version so that you can contact all users of the Web Part before upgrading it. This option is deselected by default because it may take a long time to complete. Create Web Part usage report The Web Part usage report is displayed in the Analysis Results pane and is also stored in an XML file named WebPartUsageReport.xml. Note If you are running SharePoint Configuration Analyzer on a server farm, select this option on only one of the front-end Web servers. This will generate a complete usage report covering all sites on the server farm. Because the Create Web Part usage report option is the most resource-intensive task, generating this report on multiple front-end servers will slow down your server farm environment needlessly. Web Parts have a type name, such as Microsoft.SharePoint.Sample.WebPart, along with a globally unique identifier (GUID) value. Some configuration errors, such as a missing assemblies, make it difficult for SharePoint Configuration Analyzer to associate a GUID with its related type name. When you select Save state information, SharePoint Configuration Analyzer creates a reference XML file, named VirtualServerName_PortNumber _VirtualServerStateData.xml. In subsequent sessions, SharePoint Configuration Analyzer uses this file to reconstruct the mappings between GUIDs and type names, and reports the more readable type names in error messages and Web Part usage reports. For best results, run SharePoint Configuration Analyzer with Save state information selected after installing Windows SharePoint Services to create a "snapshot" of the installed Web Parts, and repeat this each time that you install or update Web Parts packages to keep the state information up to date. Note When using SharePoint Configuration Analyzer in a server farm environment, you should run SharePoint Configuration Analyzer with Save state information selected on every virtual server. Lists all Web Part packages installed in the GAC or Local_drive:\inetpub\wwwroot\bin directory. To also retrieve the packages, click Retrieve packages, and they will be added to the results folder and CAB file. Note that Retrieve packages is cleared by default because this option can be time-consuming. Lists all files contained within the main application root (for example, c:\inetpub\wwwroot).
example, if SharePoint Portal Server and Microsoft SQL Server are installed on the same server, each can have different noise word lists. Tip If you want to include all words in the content index, even noise words, you should delete all entries from the noise word file for the language you are using. Leave the empty file in the data directory. If you delete the file, the neutral noise word file will prevent noise words from being included in the index. Recommendation If you remove words from the noise word file, it is highly recommended that you reset the content index (for more information about resetting the index, see Resetting a Content Index). When you remove a noise word from the list, queries will issue the term as valid, but the documents that were included in the index prior to the change will not have any occurrences of the term due to noise word removal. When you add a noise word, any query that is run after the word is added will have the term removed. The result of this is that the term will not return query results.
Note Do not change the case of the tags in the XML file. Only the XML tag is uppercase. All other tags are lowercase. For example, the <replacement> tag must remain lowercase. Thesaurus files contain the following types of thesaurus entries: Replacement set A replacement set specifies a pattern that is replaced by a substitution or substitutions in a search query. For example, you can add a replacement set where "W2K" is the pattern and "Windows 2000" is the substitution. If users query for "W2K," SharePoint Portal Server returns only search results containing "Windows 2000." It does not return results containing "W2K." Each replacement set is enclosed within a <replacement> tag. Within the replacement tag, you specify one or more patterns by enclosing them in a <pat> tag. You specify one or more substitutions by enclosing them in a <sub> tag. Patterns and substitutions can contain a word or a sequence of words. For the above example, you would add the following lines:
<replacement> <pat>W2K</pat> <sub>Windows 2000</sub> </replacement>
You can have more than one substitution for each pattern. By default, patterns are case sensitive. For example, if your thesaurus file contains the preceding entry and a user searches for "w2k," SharePoint Portal Server does not necessarily return search results containing "Windows 2000." SharePoint Portal Server does not recognize "w2k" as "W2k" because the case of the text differs. You can specify that patterns are case sensitive or case insensitive by adding a tag to the thesaurus file for your language. For example, if you specify that patterns are case insensitive, the <pat> and <sub> terms will match query terms regardless of the case of the query term. For information about adding the case tag to the thesaurus file, see "Edit a thesaurus file" later in this section. A query with a CONTAINS FORMSOF thesaurus works as described previously. For more information about the CONTAINS FORMSOF syntax, see the Microsoft SharePoint Products and Technologies 2003 Software Development Kit. The type of query that the portal site uses by default is called FREETEXT. FREETEXT queries automatically activate the thesaurus. However, if you type your search term or terms in double quotation marks, SharePoint Portal Server disables the FREETEXT query and does not consult the thesaurus. As a result, SharePoint Portal Server returns results based on the exact search term or terms within the double quotation marks. If the thesaurus replaces one word of a phrase with another word, a FREETEXT query returns results for the new version of the entire phrase. For the replacement set shown earlier, the following table shows results based on different user input typed in the search interface on the portal site. This example assumes that the thesaurus is set as case sensitive, but search is set as not case sensitive. Search results include documents User input Thesaurus consulted that contain
W2k or W2K or w2k or w2K w2k Yes (FREETEXT query) No results are returned for Windows 2000 because the pattern in the thesaurus is uppercase W2K. w2k or W2K or W2k or w2K Windows 2000 or windows 2000 or case combinations (such as wInDows 2000) or w2k or W2k or w2K No results are returned for W2K. W2K or w2k or W2k or w2K Windows 2000 (and case combinations as shown above) or Server (and case combinations such as server or SeRvEr) or W2K Server (and case combinations) No results are returned for W2K operating system. W2K Server or w2k Server or W2k Server or w2K Server or W2K server or w2k server or W2k server or w2K server Note In each of the previous examples, the case sensitivity setting for search is specified as false. Otherwise, all the case differences become significant when doing the pattern matching. If you have two replacement sets with similar patterns being matched, the longer of the two takes precedence. For example, if you have the following two replacement sets, "Internet Explorer" takes precedence over "Internet":
<replacement> <pat>Internet</pat> <sub>intranet</sub> </replacement>
"w2k"
No
W2K
"W2K"
No
W2K Server
"W2K Server"
No
and
<replacement> <pat>Internet Explorer</pat> <sub>IE</sub> <sub>IE 5</sub> </replacement>
For the replacement sets shown above, the following table shows results based on different user input typed in the search interface on the portal: Search results include documents User input Thesaurus consulted that contain Intranet or intranet or case combinations (such as iNtranEt) No results are returned for IE or IE 5 . IE or IE 5 (and case combinations such as iE or Ie 5) No results are returned for Internet or Internet Explorer or intranet. Expansion set An expansion set is a group of substitutions that are synonyms of each other. Queries containing matches in one substitution are expanded to include all other substitutions in the set. For example, you can add an expansions set where "writer," "author," and "journalist" (the substitutions) are synonyms. If you then query for "author," SharePoint Portal Server also returns search results containing "writer" or "journalist." Each expansion set is enclosed within an <expansion> tag. Within the expansion tag, you specify one or more substitutions enclosed by a <sub> tag. For the preceding example, you would add the following lines:
<expansion> <sub>writer</sub> <sub>author</sub> <sub>journalist</sub> </expansion>
Internet
Internet Explorer
You can also configure the following two options: Weighting Substitution entries support weighting. Weighting enables you to rank certain words higher in search results by giving those words a higher value relative to the other words in the substitution set. You can specify a value between 0 and 1. For example, you can weight the following substitutions as shown:
<expansion> <sub weight="0.8">Internet Explorer</sub> <sub weight="0.2">IE</sub> <sub weight="0.9">IE5</sub> </expansion>
Stemming You can specify stemming in pattern and substitution entries. Word stemming maps a linguistic stem to all matching words. For example, in English, the stem "buy" matches "bought," "buying," and "buys." You can specify stemming by adding "**" at the end of the string. SharePoint Portal Server returns matches for variations of the word you enter when you specify stemming.
For example, you can make queries for "run" also return "running," "jog," and "jogging." You would modify the expansion set as shown:
<expansion> <sub weight="0.5">run**</sub> <sub weight="0.5">jog**</sub> </expansion>
If you query for "run" or "running," you get search results for "jog," "jogging," and so on. If you query for "running," you get the same results as for "run." If your thesaurus file includes the pattern <pat> Stefan ran to the store** </pat> or the substitution <sub> Stefan ran to the store**</sub>, the query will return the following strings or search will add them to the query: Stefan runs to the store Stefan running to the store Stefan ran to the store Stefan runs to the stores Stefan running to the stores Stefan ran to the stores If you create a thesaurus file that contains large numbers of multi-word expansions or substitutions, and you create a custom query page that uses the CONTAINS search predicate, there is a query performance degradation because each multi-word substitution or expansion is treated as a phrase. Phrasal queries are much more expensive to execute that non-phrasal queries. This should not apply to FREETEXT predicate queries. Edit a thesaurus file 1. Open the file in Microsoft Notepad. If double-byte character set (DBCS) characters are used, you must save the files in Unicode. 2. If you are editing the thesaurus file for the first time, remove the following two comment lines at the beginning and end of the file, respectively: <!--Commented out --> 3. If you want the patterns to be case insensitive, add the following tag at the beginning of the file: <case caseflag="false"></case> If you later want the patterns to be case sensitive, change false to true in the tag, as shown: <case caseflag="true"></case> 4. Add, modify, or delete a replacement set, expansion set, weighting, or stemming. Note Entries you add to the thesaurus file should not contain only special characters or be noise words. You can, however, have blank entries. For example, if you want to ensure that queries for a specific word, such as windows, return no results, you would have an entry as follows:
<replacement> <pat>windows</pat> <sub></sub> </replacement>
5. Save the file and close Notepad. 2003 Microsoft Corporation. All rights reserved.
Create a View
If you want SharePoint Portal Server to use the same security settings as the Notes database, you need a Lotus Notes view that contains the Lotus Notes and Windows Server 2003 user names. If this view does not exist, your Lotus Notes administrator must create one to map the Notes user names to the Windows user names. The format of the Notes user name is the same as that of Owner column in the typical Notes Address Book. The view must be sorted on the Notes user name column. Important The view must be marked as a Shared View so that all clients can access it. The database upon which this view is built contains the security mappings and should be protected accordingly. However, it must be accessible to members of the Administrator site group for SharePoint Portal Server. For example, your Lotus Notes administrator can create a database with a view named NotesToWindows with two columns: NotesID and WindowsID. The NotesID column contains the Notes user name, and the WindowsID column contains the Windows Server 2003 user name. When you install the protocol handler, you need to know the name of this view (NotesToWindows) and the two columns (NotesID and WindowsID). You can use any database and server, as long as the user can access them from the Lotus Notes client by using the account and password that you specify when configuring the protocol handler. Configure the protocol handler You must run the Lotus Notes Index Setup Wizard to complete this step. Before you run this program, you must know the following: Location of the notes.ini file on your SharePoint Portal Server computer You need the full path name (for example, D:\lotus\domino\notes.ini). Location of the Notes installation directory on your SharePoint Portal Server computer You need the full path name (for example, D:\lotus\domino\notes). Notes user password This password is associated with the default Notes account on the Notes client. The protocol handler uses this password to access the Notes server.
Note You are not required to supply a password if the Notes user does not need a password to access the Notes server from the Notes client installed on the SharePoint Portal Server computer. If you want SharePoint Portal Server to use the same security settings as the Notes database, you must know this additional information: Name of the Notes server that contains the view mapping the Notes user name to the Windows user name. Name of the Notes database file that contains the view. Name of the view that maps the Notes user names to the Windows user names. In the example from the section "Create a View," the view name is NotesToWindows. Name of the columns in the view that map to the Notes and Windows user names. In the example from the section "Create a View," the two columns are NotesID and WindowsID, respectively.
3. Type the Notes user password in the Password box. 4. Type the Notes user password again in the Confirm Password box. 5. If you do not want SharePoint Portal Server to use the same security settings as the Notes database, select the Ignore Lotus Notes security while building an index check box and go to step 7. 6. Click Next. 6. On the Specify Lotus Notes Owner Field to Windows User Name Mapping page: 1. Type the name of your Notes server in the Lotus Notes server name box. This is the Notes server that is hosting the view that maps Notes user names to Windows user names. 2. Type the Notes database file name in the Lotus Notes database file name box. The database file has an .nsf extension. 3. Type the name of the view in the View name box. This is the name of the view that contains the Notes and Windows ID columns. 4. Type the name of the Notes ID column in the Lotus Notes field name column title box. This is the title of the column in the view. 5. Type the name of the Windows user name column in the Windows user name column title box. This is the title of the column in the view. 6. Click Next. 7. On the Completing the Lotus Notes Index Setup Wizard page, click Finish. If the wizard fails for any reason, you must restart the SharePointPSSearch service before attempting to run the wizard again. The wizard displays only one error message for any error in the entries. Add full control permission to the Lotus Notes installation directory for the SPS_WPG group 1. On the taskbar, click Start, and then click My Computer. 2. Browse to the installation directory for Lotus Notes. 3. Right-click the directory and click Properties. 4. On the Notes Properties page, click the Security tab. 5. Click Add. 6. Type SPS_WPG, and then click OK. 7. In Group or user names, click SPS_WPG and then in Permissions for Users, in Full Control, select Allow. 8. Click OK. After you configure the protocol handler, a member of the Administrator site group or a user with the Manage Search right can add a content source for the Lotus Notes database and include it in a content index. The option to add a Lotus Notes content source is available after configuring the Lotus Notes protocol handler on the Add Content Source page. For more information, see Adding a Content Source. Reconfiguration of the protocol handler is required if the Notes installation changes or if Notes security settings change (for example, if you add, change, or remove user records, or you switch user identifiers). In addition, if you change the security mapping, you must stop and start the SharePointPSSearch service for the changes to be effective. For more information about the security mapping, see the "Prepare Lotus Notes for use with SharePoint Portal Server" section. The protocol handler provides Number and Text property types and resolves numeric and string types to these two types. When you create a content source for Lotus Notes and map SharePoint Portal Server properties to Notes properties, the property type for each Notes property is displayed. The property type for each SharePoint Portal Server property is not displayed. Important If you map a number to a string (or a string to a number), no error message appears. SharePoint Portal Server crawls the Lotus Notes database and includes the content in the content index according to the Notes property types. Queries use the property types from SharePoint Portal Server. If the type has been mismatched, the query returns no results. 2003 Microsoft Corporation. All rights reserved.
Account
SharePoint Portal Server uses the configuration database administration account when connecting to the configuration database and when propagating indexes from index management servers to search servers. This account must be a member of the local Administrator group on the search server. The index management server crawls content to include it in a content index. The search server executes queries. You propagate a content index from the index management server to another server to free resources for other processes on the destination server. The destination server can be a dedicated search server, or it can be a server that is also running other components. You can dedicate one server to creating and updating content indexes and another server to processing queries. You create the content index on the first server (the index management server) and propagate the content index to the second server (the search server). You limit the resource-intensive processes to the server dedicated to indexing without affecting the performance of your server dedicated to searching.
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Configuring Server Farm Account Settings 2003 Microsoft Corporation. All rights reserved.
1. Select the Specify account check box. 2. In the User name (DOMAIN\user name) box, type the account name in the format DOMAIN\user_name. 3. In the Password box, type the password for the account. 4. In the Confirm Password box, type the password again. 5. In the Portal Site Application Pool Identity section, do the following: 1. Select the Change account settings check box. 2. In the User name (DOMAIN\user name) box, type the account name in the format DOMAIN\user_name. 3. In the Password box, type the password for the account. 4. In the Confirm Password box, type the password again. 6. In the Proxy Server Settings section, do one of the following: o Click Do not connect by using a proxy server. o Click Use the proxy server specified, and then specify the following: 1. In the Address box, type the address of the proxy server that you want SharePoint Portal Server to use while creating full-text indexes. 2. In the Port box, type the port number for the proxy server that you want SharePoint Portal Server to use while creating indexes of sites and servers. 3. If you do not want SharePoint Portal Server to use the proxy server when creating an index of local addresses, select the Bypass proxy server for local (intranet) addresses check box. 4. If you have specific addresses for which you do not want to use the proxy server, in the Do not use proxy server for addresses beginning with box, type the addresses. 7. Click OK. 2003 Microsoft Corporation. All rights reserved.
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Propagating a Content IndexStopping Index Propagation 2003 Microsoft Corporation. All rights reserved.
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Adding a Site Hit Frequency RuleEditing a Site Hit Frequency RuleDeleting a Site Hit Frequency RuleMoving a Site Hit Frequency Rule 2003 Microsoft Corporation. All rights reserved.
between document requests. SharePoint Portal Server requests one document per site at one time, and then waits for the specified amount of time before making additional requests. In the Time to wait in seconds box, type the time to wait between document requests. The minimum time to wait between document requests is one second. The maximum time to wait between document requests is 999 seconds. If the frequency is too high, SharePoint Portal Server can overload some Web sites with requests. Consider specifying lower frequency rates for Internet sites over which you have no control and higher frequency rates for intranet sites over which you do have control. 6. Click OK. 2003 Microsoft Corporation. All rights reserved.
Areas are suggested by the Topic Assistant the next time the content index is crawled. The examples in your training set are used to organize other items into areas based on the words and properties of those examples. The more similar the words and properties of other items are to those in certain areas of the training set, the more likely those items are to be placed in the same area by the Topic Assistant. A single item is often added to more than one area. The items organized by the Topic Assistant are displayed in the areas selected by the Topic Assistant, but must first be approved by an area manager before they can be used in searches and targeted content. This enables you to avoid the automatic approval of items that do not belong in the area suggested by the Topic Assistant. Add areas to the training set of the Topic Assistant Before you can use the Topic Assistant, you must include areas in the training set that is used by the Topic Assistant to add documents to areas when crawling the content index. 1. Click Site Settings, and in the Portal Site Content section, click Manage portal site structure. 2. On the Portal Site Map page, rest the pointer on a area that you want to use when training the Topic Assistant, and then, on the drop-down menu that appears, click Edit. 3. On the Change Settings page, click the Search tab. 4. In the Topic Assistant section, click Yes under Include in Topic Assistant. 5. Click OK. 6. Repeat for as many areas as you want to include in the training set.
Note Areas in the training set must have at least ten documents, and you must include at least two areas in the training set. The more areas you include, the more accurate the Topic Assistant is when organizing other items in the portal into areas. Enable and train the Topic Assistant 1. Click Site Settings, and in the Portal Site Content section, click Use Topic Assistant. 2. On the Use Topic Assistant page, in the Enable Topic Assistant section, select the Enable Topic Assistant check box. The other controls on the page are now available. 3. In the Training Status section, the most recent training time and the current status of the Topic Assistant are listed. To train the Topic Assistant, click Train Now. Note Items are not automatically categorized until the next time you crawl the content index. 4. In the Precision section, select the precision of the Topic Assistant. Higher precision results in fewer documents organized into areas. Lower precision results in more documents with less accuracy. 5. Click OK.
Related Topics
Create or delete areaAbout areas About searchAbout content indexes 2003 Microsoft Corporation. All rights reserved.
Mapping this property to another property 1. On the Manage Properties of Crawled Content page, click the group containing the property you want to view, and then click the name of the property. 2. In the Mapping to Other Properties section, select Map to another property, and then select the property you want to use instead of this property. To select a property that is not listed, select Other and then click Select a property. Note Only properties of the same type are available for mapping. 3. On the Map Property page, click the group containing the property you want to map to this property, and then click the property. 4. Click OK to return to the Edit Property page for the original property.
Note After you map a property to another property, the options for the mapped property are not available since it is treated as the other property. Excluding a property from the content index SharePoint Portal Server hides properties that are not set to be used in search or alerts. These are typically system properties of documents. You can decide to exclude any property. This can help improve performance during searches by excluding unnecessary information. 1. On the Manage Properties of Crawled Content page, click the group containing the property you want to exclude from the content index, and then click the property name. 2. In the Property Exclusion section, select Hide this property and do not use in search or alerts. The search and alerts options are marked as unavailable, and the property is hidden on the Manage Properties of Crawled Content page. 3. Click OK. Changing the search options You can choose how properties are displayed in search. 1. On the Manage Properties of Crawled Content page, click the group containing the property for which you want to change the search options, and then click the property name. 2. In the Search Options section, select Include this property in Advanced Search options to allow users to perform advanced searches using this property. 3. Select Include this property in the content index to include this property in the content index, so you can search for items based on this property. 4. Select Allow property to be displayed to make this property available for display in custom search applications. 5. Select Display this property in item details in search results to display this property in the Item details section for each item in search results. 6. Click OK. Changing the alerts options You can choose how properties are displayed in alerts. 1. On the Manage Properties of Crawled Content page, click the group containing the property for which you want to change the display options, and then click the property name. 2. In the Alerts Options section, select Use this property when alerts determine if the object has changed to show an item as changed when the value for this property is changed.
Note If you change this option and then run a full update of the content index, alert e-mail messages will
be sent to users for items with this property even if those items have not changed. To avoid sending unnecessary e-mail messages after making this change, you can run an incremental update instead, which sends alert e-mail messages only for items that have changed. Your next full update will still send unnecessary alert e-mail messages. To run a full update after changing this option without sending unnecessary alert e-mail messages, you have two options: You can reset all of your content indexes and then run full updates on them. You can also stop the SharePoint Portal Alert service, run full updates on all of your content indexes, and then delete all alert e-mail messages in the queue before restarting the service. Because alert e-mail messages will not be sent during either option even if documents are changed, it is recommended that you make all of the changes at the same time when few people are using the portal site. 3. Select Include this property in alert e-mail messages to include this property in alert e-mail messages. 4. Click OK. Deleting a property To delete a property, on the Edit Property page, click Delete. 2003 Microsoft Corporation. All rights reserved.
Certificates, and then click Add. 6. In the Certificates snap-in dialog box, click Computer account, and then click Next. 7. In the Select Computer dialog box, click Local computer: (the computer this console is running on), and then click Finish. 8. Click Close to close the Add Standalone Snap-in dialog box. 9. Click OK to close the Add/Remove Snap-in dialog box. 10.Expand the Certificates (Local Computer) node. 11.Right-click Personal, point to All Tasks, and then click Import. 12.On the Welcome to the Certificate Import Wizard page, click Next. 13.On the File to Import page, specify the location of the certificate in the File name box, and then click Next. Note The certificate must be a Personal Information Exchange type certificate (*.pfx). Important Each client certificate that you want to use for crawling must have a unique "issued to" name. 14.On the Password page, type the password for the certificate in the Password box, and then click Next. 15.On the Certificate Store page, do the following: 1. Click Place all certificates in the following store. 2. In the Certificate store box, specify Personal. 3. Click Next. 16.On the Completing the Certificate Import Wizard page, click Finish. 17.Click OK to close the message box. 6. Ensure that the Certificate Authority is listed in the Trusted Root Certification Authorities certificate store. To avoid being challenged for the validity of the certificate, you must have the Certificate Authority listed in the Trusted Root Certification Authorities certificate store. You can check to see if the Certificate Authority is listed by doing the following on the index management server: 1. Open the Certificates snap-in that you created in step 5 (Import the certificate to the Personal certificate store for the Local Computer). 2. Expand the Certificates (Local Computer) node. 3. Expand the Personal node, and then click Certificates. 4. In the detail pane, double-click the client certificate that you imported. The Certificate dialog box appears. 5. On the General tab, if there is a red circle with an X in it next to Certificate Information, the Certificate Authority is not listed in the Trusted Root Certification Authorities certificate store. If the Certificate Authority is not listed in the Trusted Root Certification Authorities certificate store, do the following on the index management server on which the index containing the content source that requires the certificate is located: 1. Open the Certificates snap-in that you created in step 5 (Import the certificate to the Personal certificate store for the Local Computer). 2. Expand the Certificates (Local Computer) node. 3. Right-click Trusted Root Certification Authorities, point to All Tasks, and then click Import. 4. On the Welcome to the Certificate Import Wizard page, click Next. 5. On the File to Import page, specify the location of the certificate in the File name box, and then click Next. Note The certificate must be a Personal Information Exchange type certificate (*.pfx). 6. On the Password page, type the password for the certificate in the Password box, and then click Next. 7. On the Certificate Store page, do the following:
1. Click Place all certificates in the following store. 2. In the Certificate store box, specify Trusted Root Certification Authorities. 3. Click Next. 8. On the Completing the Certificate Import Wizard page, click Finish. 9. Click OK to close the message box. 7. Specify permissions for the certificate. There is a tool called WinHTTPCertCfg.exe that you use to specify permissions for a certificate. You can download this tool from the Microsoft Download Center. This tool enables the account specified to use the private key to access the Web site that you want to crawl. In the following procedure, use the configuration database administration account for DOMAIN\account. 1. Download WinHTTPCertCfg.exe to the index management server on which the index containing the content source that requires the certificate is located. 2. Open command prompt. 3. Navigate to the location of WinHTTPCertCfg.exe. 4. Type WinHttpCertCfg.exe -g -c LOCAL_MACHINE\MY -s certificate_name -a DOMAIN\account and then press ENTER. 8. Add a rule that includes or excludes content on the content index that you want to use a certificate for crawling. For more information, see Adding a Rule That Includes or Excludes Content. 9. Start a full update of the content source. For more information, see Starting a Full Update of a Content Source. 2003 Microsoft Corporation. All rights reserved.
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Adding a Server Name Mapping Editing a Server Name MappingDeleting a Server Name Mapping 2003 Microsoft Corporation. All rights reserved.
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Adding a File Type Deleting a File Type 2003 Microsoft Corporation. All rights reserved.
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Adding a Rule That Includes or Excludes ContentEditing a Rule that Includes or Excludes ContentDeleting a Rule That Includes or Excludes ContentMoving a Rule that Includes or Excludes Content 2003 Microsoft Corporation. All rights reserved.
To follow complex links (URLs that include question marks (?) followed by parameters), select the Include complex URLs (URLs that contain question marks (?)) check box. Following complex links includes additional content in the content index. 5. If the path contains SharePoint lists, in the Crawl Configuration section, optionally do the following: o To allow alerts on individual SharePoint list items, select the Allow alerts for individual SharePoint list items check box. By default, SharePoint lists are crawled as one item. If you do not select the Allow alerts for individual SharePoint list items check box, alerts for the list will be sent if any item in the list is changed. o To crawl each SharePoint list item individually, click Crawl individual SharePoint list items. 6. In the Specify Authentication section, do one of the following: o To use the default content access account, click Use default crawling account. o If the default crawling account cannot access this path, click Specify crawling account, and then do the following: 1. In the Account box, type the user name or ID that can access the resources in this URL space. Examples are user_name, user_name@org, or DOMAIN\user_name. 2. In the Password box, type the password for this user name. Your password is protected and can be used only to access the needed resources for the purpose of crawling content. 3. In the Confirm password box, type the password for this user name again. 4. To prevent Basic authentication from being used, select the Do not allow Basic authentication check box. The server will attempt to use NTLM authentication. If NTLM authentication fails, the server will attempt to use Basic authentication unless the Do not allow Basic authentication check box is selected. If the check box is selected, the server will attempt to use NTLM authentication only. Important Clearing the Do not allow Basic authentication check box may cause your password to be transmitted without encryption. o To use a client certificate for authentication, click Specify client certificate, and then select a certificate from the list. For more information about using client certificates, see Using Client Certificates When Crawling Content. 7. Click OK. Add a rule that includes or excludes content (when advanced search administration is enabled) 1. On the Site Settings page, in the Search Settings and Indexed Content section, click Configure search and indexing. 2. On the Configure Search and Indexing page, in the Content Indexes section, click the name of the content index for which you want to create a rule. Note For enhanced security, portal site Web Part Pages are excluded from the content index by default. To include this content, click the Portal_Content index and edit the rule applying to ASPX pages. 3. On the Manage Index Properties page, in the Rules to Exclude and Include Content section, click Manage rules to exclude and include content. 4. On the Exclude and Include Content for content_index_name page, click New Rule. Note If you reached this page by clicking the Portal_Content index because you want to include portal site Web Part Pages in the content index, edit the rule that has the format http://server_name/*.aspx. 5. On the Add Rule page, in the Path box, type a path for the content affected by this rule. You can use general expressions and wildcard characters to define which resources are subject to this update rule. For example: o "http://server1/folder*" contains all Web resources with a URL that starts with "http://server1/folder" o "http://gw?web*" contains resources such as "http://gwaweb2/file.htm" and "http://gwbweb3/file.htm "
o "*.doc" contains every Microsoft Word document encountered 6. In the Crawl Configuration section, do one of the following: o To exclude all documents in this URL space, click Exclude all items in this path. If you select this option, when the search component encounters a resource within this space, it will neither crawl the resource nor follow links contained within the resource. You can optionally select the Apply this rule to both the crawled address and the address displayed in search results check box. o To include all documents in this URL space, click Include all items in this path. If you select this option, you can also do the following: To suppress the inclusion in the index of items in this path but allow content to be crawled to find linked content that can be included in the index, select the Include linked content, but do not include source check box. To follow complex links (URLs that include question marks (?) followed by parameters), select the Include complex URLs (URLs that contain question marks (?)) check box. Following complex links includes additional content in the content index. 7. If the path contains SharePoint lists, in the Crawl Configuration section, optionally do the following: o To allow alerts on individual SharePoint list items, select the Allow alerts for individual SharePoint list items check box. By default, SharePoint lists are crawled as one item. If you do not select the Allow alerts for individual SharePoint list items check box, alerts for the list will be sent if any item in the list is changed. o To crawl each SharePoint list item individually, select the Crawl individual SharePoint list items check box. In the Specify Authentication section, do one of the following: 8. o To use the default content access account, click Use default crawling account. o If the default crawling account cannot access this path, click Specify crawling account, and then do the following: 1. In the Account box, type the user name or ID that can access the resources in this URL space. Examples are user_name, user_name@org, or DOMAIN\user_name. 2. In the Password box, type the password for this user name. Your password is protected and can be used only to access the needed resources for the purpose of crawling content. 3. In the Confirm password box, type the password for this user name again. 4. To prevent Basic authentication from being used, select the Do not allow Basic authentication check box. The server will attempt to use NTLM authentication. If NTLM authentication fails, the server will attempt to use Basic authentication unless the Do not allow Basic authentication check box is selected. If the check box is selected, the server will attempt to use NTLM authentication only. Important Clearing the Do not allow Basic authentication check box may cause your password to be transmitted without encryption. o To use a client certificate for authentication, click Specify client certificate, and then select a certificate from the list. For more information about using client certificates, see Using Client Certificates When Crawling Content. 9. Click OK. 2003 Microsoft Corporation. All rights reserved.
Following complex links includes additional content in the content index. 6. If the path contains SharePoint lists, in the Crawl Configuration section, optionally do the following: o To allow alerts on individual SharePoint list items, select the Allow alerts for individual SharePoint list items check box. By default, SharePoint lists are crawled as one item. If you do not select the Allow alerts for individual SharePoint list items check box, alerts for the list will be sent if any item in the list is changed. o To crawl each SharePoint list item individually, click Crawl individual SharePoint list items. 7. In the Specify Authentication section, do one of the following: o To use the default content access account, click Use default crawling account. o If the default crawling account cannot access this path, click Specify crawling account, and then do the following: 1. In the Account box, type the user name or ID that can access the resources in this URL space. Examples are user_name, user_name@org, or DOMAIN\user_name. 2. In the Password box, type the password for this user name. Your password is protected and can be used only to access the needed resources for the purpose of crawling content. 3. In the Confirm password box, type the password for this user name again. 4. To prevent Basic authentication from being used, select the Do not allow Basic authentication check box. The server will attempt to use NTLM authentication. If NTLM authentication fails, the server will attempt to use Basic authentication unless the Do not allow Basic authentication check box is selected. If the check box is selected, the server will attempt to use NTLM authentication only. Important Clearing the Do not allow Basic authentication check box may cause your password to be transmitted without encryption. o To use a client certificate for authentication, click Specify client certificate, and then select a certificate from the list. For more information about using client certificates, see Using Client Certificates When Crawling Content. 8. Click OK. Edit a rule that includes or excludes content (when advanced search administration is enabled) 1. On the Site Settings page, in the Search Settings and Indexed Content section, click Configure search and indexing. 2. On the Configure Search and Indexing page, in the Content Indexes section, click the name of the content index for which you want to edit a rule. Note For enhanced security, portal site Web Part Pages are excluded from the content index by default. To include this content, click the Portal_Content index and edit the rule applying to ASPX pages. 3. On the Manage Index Properties page, in the Rules to Exclude and Include Content section, click Manage rules to exclude and include content. 4. On the Exclude and Include Content for content_index_name page, rest the pointer on the rule or group of rules, and then click the arrow that appears. Note If you reached this page by clicking the Portal_Content index because you want to include portal site Web Part Pages in the content index, edit the rule that has the format http://server_name/*.aspx. 5. On the menu that appears, click Edit. 6. On the Edit Rule page, in the Crawl Configuration section, do one of the following: o To exclude all documents in this URL space, click Exclude all items in this path. If you select this option, when the search component encounters a resource within this space, it will neither crawl the resource nor follow links contained within the resource.
You can optionally select the Apply this rule to both the crawled address and the address displayed in search results check box. o To include all documents in this URL space, click Include all items in this path. If you select this option, you can also do the following: To suppress the inclusion in the index of items in this path but allow content to be crawled to find linked content that can be included in the index, select the Include linked content, but do not include source check box. To follow complex links (URLs that include question marks (?) followed by parameters), select the Include complex URLs (URLs that contain question marks (?)) check box. Following complex links includes additional content in the content index. 7. If the path contains SharePoint lists, in the Crawl Configuration section, optionally do the following: o To allow alerts on individual SharePoint list items, select the Allow alerts for individual SharePoint list items check box. By default, SharePoint lists are crawled as one item. If you do not select the Allow alerts for individual SharePoint list items check box, alerts for the list will be sent if any item in the list is changed. o To crawl each SharePoint list item individually, click Crawl individual SharePoint list items. 8. In the Specify Authentication section, do one of the following: o To use the default content access account, click Use default crawling account. o If the default crawling account cannot access this path, click Specify crawling account, and then do the following: 1. In the Account box, type the user name or ID that can access the resources in this URL space. Examples are user_name, user_name@org, or DOMAIN\user_name. 2. In the Password box, type the password for this user name. Your password is protected and can be used only to access the needed resources for the purpose of crawling content. 3. In the Confirm password box, type the password for this user name again. 4. To prevent Basic authentication from being used, select the Do not allow Basic authentication check box. The server will attempt to use NTLM authentication. If NTLM authentication fails, the server will attempt to use Basic authentication unless the Do not allow Basic authentication check box is selected. If the check box is selected, the server will attempt to use NTLM authentication only. Important Clearing the Do not allow Basic authentication check box may cause your password to be transmitted without encryption. o To use a client certificate for authentication, click Specify client certificate, and then select a certificate from the list. For more information about using client certificates, see Using Client Certificates When Crawling Content. 9. Click OK. 2003 Microsoft Corporation. All rights reserved.
Note It is possible to have a site restriction with no path rules, but it is not possible to have site path rules without a site restriction. 2003 Microsoft Corporation. All rights reserved.
About Updates
Additional information about this feature will be provided on the Web. For the latest information, see SharePoint Portal Server on Office Online. 2003 Microsoft Corporation. All rights reserved.
You can schedule automatic updates of an index. For more information, see Creating a Search Schedule. 2003 Microsoft Corporation. All rights reserved.
and indexing. 2. On the Configure Search and Indexing page, in the Content Indexes section, click Manage content indexes. 3. On the Manage Content Indexes page, rest the pointer on the index name, and then click the arrow that appears. 4. On the menu that appears, click Start Incremental Update. You can schedule automatic updates of an index. For more information, see Creating a Search Schedule. 2003 Microsoft Corporation. All rights reserved.
Note The 16-MB limit applies only to the text in the document. The file size of the document does not matter. For example, you can have a document containing graphics that has a file size of 32 MB, but the 16-MB limit applies only to the text in that document. SharePoint Portal Server includes filters for the following: Microsoft Office documents, Microsoft Publisher files, Visio files, HTML files, Tagged Image File Format (TIFF) files, and text files. Word-breaking the document A word breaker is a component that determines where the word boundaries are in the stream of characters in the query or in the document being crawled. SharePoint Portal Server provides word breakers for English, French, Spanish, Japanese, Thai, Korean, Chinese Traditional, and Chinese Simplified. The Windows 2000 Server Indexing Service word breakers are used for Dutch, Italian, Swedish, and German. When SharePoint Portal Server crawls documents that are in multiple languages, the customized word breaker for each language enables the resulting terms to be more accurate for that language. If no word breaker is available for a particular language, the neutral word breaker is used. Words are broken at neutral characters such as spaces and punctuation marks. Creating and updating an index uses processor and disk resources intensively. The indexing process can take a significant amount of time if a large amount of text in the content is being crawled.
Related Topics
Creating a Content Index Editing the Properties of a Content Index Starting a Full Update of a Content IndexStarting an Incremental Update of a Content IndexStarting an Adaptive Update of a Content IndexPausing an Update of a Content IndexResuming an Update of a Content IndexStopping an Update of a Content IndexResetting a Content IndexDeleting a Content Index Viewing the Gatherer Log for a Content Index 2003 Microsoft Corporation. All rights reserved.
check box. Administrators can view the gatherer log by using a Microsoft Visual Basic script file. Administrators might want to back up old versions of the gatherer log for statistical purposes or trend analysis. For more information about how to view the log by using a Visual Basic script file, see ToolsHowTo.txt in the Support\Tools directory on the SharePoint Portal Server CD. You can also view the gatherer log for a content source. For more information, see Viewing the Gatherer Log for a Content Source. 2003 Microsoft Corporation. All rights reserved.
Security Consideration
Most content source types that ship with Microsoft Office SharePoint Portal Server 2003 have custom protocol handlers that enable SharePoint Portal Server to determine which users have rights to access documents. The exception to this is the content source for Web pages or Web sites. When crawling a page or site that uses the HTTP or HTTPS protocol, SharePoint Portal Server cannot determine which users can access documents. If HTTPS or other restricted HTTP content is successfully crawled (that is, if the crawling account has access to the content), the content, including a document summary, is returned in search results. Users may see results for documents that they do not have rights to access. These users will be prompted to enter credentials if they click the results for which they do not have access. This exception does not apply to the following content that uses the HTTP or HTTPS protocol: When you are crawling a workspace in SharePoint Portal Server 2001. When you are crawling a SharePoint Team Services 1.0 site or Windows SharePoint Services site and the crawling account is an administrator on the SharePoint site.
These crawls, although using the HTTP or HTTPS protocols, are able to determine which users can access documents so that content is not exposed to unauthorized users in search results.
Related Topics
Adding a Content Source Editing a Content Source Deleting a Content Source Starting a Full Update of a Content SourceStarting an Incremental Update of a Content SourceStopping an Update of a Content SourceViewing the Gatherer Log for a Content SourceConfiguring the Lotus Notes Protocol HandlerAbout the site directory 2003 Microsoft Corporation. All rights reserved.
Security Consideration
Most content source types that ship with Microsoft Office SharePoint Portal Server 2003 have custom protocol handlers that enable SharePoint Portal Server to determine which users have rights to access documents. The exception to this is the content source for Web pages or Web sites. When crawling a page or site that uses the HTTP or HTTPS protocol, SharePoint Portal Server cannot determine which users can access documents. If HTTPS or other restricted HTTP content is successfully crawled (that is, if the crawling account has access to the content), the content, including a document summary, is returned in search results. Users may see results for documents that they do not have rights to access. These users will be prompted to enter credentials if they click the results for which they do not have access. This exception does not apply to the following content that uses the HTTP or HTTPS protocol: When you are crawling a workspace in SharePoint Portal Server 2001. When you are crawling a SharePoint Team Services 1.0 site or Windows SharePoint Services site and the crawling account is an administrator on the SharePoint site. These crawls, although using the HTTP or HTTPS protocols, are able to determine which users can access documents so that content is not exposed to unauthorized users in search results.
Note If you select Include content source in adaptive updates, changes will show up more quickly in search results, but updates will use more server resources. 4. If you have enabled advanced search administration mode, you can select a source group. In the Source Group section, do one of the following: If you want to create a new source group for this content source, in the Source group box, type a description of the source group for this content source. If you want to use an existing source group for this content source, click one of the existing source groups. 5. Click Finish. After the content source is created, the Created Exchange Server folder content source page appears. You can use this page to further configure the content source. Add a file share as a content source 1. To create a content source that crawls a file share, click File share, and then click Next. 2. On the Add Content Source: File share page, in the Address and Description section, do the following: 1. In the Address box, type the address of the file share to include in the content index, for example, \\myserver\shareddocs or file://myserver/shareddocs. Note If you are creating a content source that is in a different domain from the portal site, ensure that you type the address with the trailing slash, for example, \\myserver\shareddocs\ or file://myserver/shareddocs/. The crawl may fail if you do not include the trailing slash. In addition, you might need to create a rule that includes or excludes content. For more information, see About Rules That Include or Exclude Content. 2. In the Description box, type the description of the file share. 3. In the Crawl Configuration section, do the following: 1. Click This folder and all subfolders or This folder only.
2. To include this content source in adaptive updates, select the Include content source in adaptive updates check box.
Note If you select Include content source in adaptive updates, changes will show up more quickly in search results, but updates will use more server resources. 4. If you have enabled advanced search administration mode, you can select a source group. In the Source Group section, do one of the following: If you want to create a new source group for this content source, in the Source group box, type a description of the source group for this content source. If you want to use an existing source group for this content source, click one of the existing source groups. 5. Click Finish. After the content source is created, the Created File share content source page appears. You can use this page to further configure the content source. Add a Web page or Web site, SharePoint Portal Server portal site, or Windows SharePoint Services site as a content source 1. To create a content source that crawls a Web page or Web site, SharePoint Portal Server portal site, or Windows SharePoint Services site, click Web page or Web site, and then click Next. 2. On the Add Content Source: Web page or Web site page, in the Address and Description section, do the following: 1. In the Address box, type the address of the Web site, portal site, or SharePoint site to include in the content index, for example, http://example.microsoft.com/mypage.htm or http://example.microsoft.com. 2. In the Description box, type the description of the content source. 3. In the Crawl Configuration section, do one of the following: 1. Click This site - follow links to all pages on this site. Note If you are creating a content source for a portal site or a SharePoint site, you should select the default This site - follow links to all pages on this site option. Click This page only. Click Custom - specify page depth and site hops. If you click the custom option, you can limit the page depth and the site hops. To do this, select the Limit page depth and Limit site hops check boxes, and then specify the limits. The page depth is the number of links followed within sites. A site hop occurs when a link from one Web site leads to another Web site. If you specify that the number of site hops on a Web site content source is unlimited, Microsoft Office SharePoint Portal Server 2003 can access an unlimited number of sites through the initial site. If you chose to reduce the page depth, three full updates must occur before any previously-crawled pages are excluded. 2. To include this content source in adaptive updates, select the Participate in adaptive updates check box.
Note If you select Participate in adaptive updates, changes will show up more quickly in search results, but updates will use more server resources. 4. If you have enabled advanced search administration mode, you can select a source group. In the Source Group section, do one of the following: If you want to create a new source group for this content source, in the Source group box, type a description of the source group for this content source. If you want to use an existing source group for this content source, click one of the existing source
groups. 5. Click Finish. After the content source is created, the Created Web page or Web site content source page appears. You can use this page to further configure the content source. Add a Site Directory as a content source 1. To create a content source that crawls sites in the Site Directory of another portal site, click SharePoint Portal Server Site Directory, and then click Next. 2. On the Add Content Source: Site Directory page, in the Address and Description section, do the following: 1. In the Address box, change the address for the site directory if necessary. By default, the address for the site directory is http://server_name/. 2. In the Description box, type the description of the content source. 3. In the Crawl Configuration section, to include this content source in adaptive updates, select the Participate in adaptive updates check box.
Note If you select Participate in adaptive updates, changes will show up more quickly in search results, but updates will use more server resources. 4. In the Source Group section, do one of the following: If you want to create a new source group for this content source, in the Source group box, type a description of the source group for this content source. If you want to use an existing source group for this content source, click one of the existing source groups. 5. Click Finish. After the content source is created, the Created Site Directory content source page appears. You can use this page to further configure the content source. Add a Lotus Notes database as a content source Note This option is only available if you have properly configured the Lotus Notes protocol handler. For more information, see Configuring the Lotus Notes Protocol Handler. 1. To create a content source that crawls a Lotus Notes database, click Lotus Notes, and then click Next. 2. On the New Notes Content Source page, in the Name and Information section, do one of the following: To select a server from the list, click This server appears on the list below, and click the server name. To specify the server name, click I will specify the server name, and then type the server name. 3. Click Next. 4. On the New Notes Content Source page, in the Database section, select a database from the Pick a database list. 5. Click Next. 6. On the New Notes Content Source page, in the Map Lotus Notes properties to search results column section, do the following: 1. In the Pick the title property list, click a property to use as the title of the document. 2. In the Pick the author property list, click a property to use as the author of the document. 7. Click Next. 8. On the New Notes Content Source page, in the Name and Information section, in the Name box, type a name for the content source. 9. If you have enabled advanced search administration mode, you can select a source group. In the Source Group section, do one of the following: If you want to create a new source group for this content source, in the Source Group box, type a
description of the source group for this content source. If you want to use an existing source group for this content source, click one of the existing source groups. 10.Click Next. After the content source is created, the Lotus Notes content source page appears. You can use this page to further configure the content source. 5. If you want to start an update immediately, do the following: 1. On the Created content_source_type content source page, select the Start update now check box. 2. Click OK. Note The default content access account and proxy setting must be specified correctly for a content source to be crawled. These settings are typically specified during the installation process. 2003 Microsoft Corporation. All rights reserved.
Note If you select Include content source in adaptive updates, changes will show up more quickly in search results, but updates will use more server resources. 3. If you have enabled advanced search administration mode, you can select a source group. In the Source Group section, do one of the following: If you want to create a new source group for this content source, in the Source group box, type a description of the source group for this content source. If you want to use an existing source group for this content source, click one of the existing source groups. 4. Do one of the following: Click OK. Click Advanced. On the content_source_type content source page, you can specify scheduled updates, specify rules to include or exclude content, or start an update. Edit a file share content source 1. In the Address and Description section, in the Description box, type the description of the file share. 2. In the Crawl Configuration section, do the following: 1. Click This folder and all subfolders or This folder only. 2. To include this content source in adaptive updates, select the Include content source in adaptive updates check box.
Note If you select Include content source in adaptive updates, changes will show up more quickly in search results, but updates will use more server resources. 3. If you have enabled advanced search administration mode, you can select a source group. In the Source Group section, do one of the following: If you want to create a new source group for this content source, in the Source group box, type a description of the source group for this content source. If you want to use an existing source group for this content source, click one of the existing source groups. 4. Do one of the following: Click OK. Click Advanced. On the content_source_type content source page, you can specify scheduled updates, specify rules to include or exclude content, or start an update. Edit a Web page or Web site, SharePoint Portal Server portal site, or Windows SharePoint Services site content source 1. In the Address and Description section, in the Description box, type the description of the content source. 2. In the Crawl Configuration section, do the following: 1. Do one of the following: Click This site - follow links to all pages on this site. Note If you are creating a content source for a portal site or a SharePoint site, you should select the default This site - follow links to all pages on this site option. Click This page only. Click Custom - specify page depth and site hops. If you click the custom option, you can limit the page depth and the site hops. To do this, select the Limit page depth and Limit site hops check boxes, and then specify the limits. The page depth is the number of links followed within sites. A site hop occurs when a link from one Web site leads to another Web site. If you specify that the number of site hops on a Web site content source be unlimited, Microsoft Office SharePoint Portal Server 2003 can access an unlimited number of sites through the initial site. If you chose to reduce the page depth, three full updates must occur before any previously-crawled pages are excluded. 2. To include this content source in adaptive updates, select the Participate in adaptive updates check box.
Note If you select Participate in adaptive updates, changes will show up more quickly in search results, but updates will use more server resources. 3. If you have enabled advanced search administration mode, you can select a source group. In the Source Group section, do one of the following: If you want to create a new source group for this content source, in the Source group box, type a description of the source group for this content source. If you want to use an existing source group for this content source, click one of the existing source groups. 4. Do one of the following: Click OK. Click Advanced. On the content_source_type content source page, you can specify scheduled updates, specify rules to include or exclude content, or start an update. Edit a Site Directory content source 1. In the Address and Description section, in the Description box, type the description of the content source.
2. In the Crawl Configuration section, to include this content source in adaptive updates, select the Participate in adaptive updates check box.
Note If you select Participate in adaptive updates, changes will show up more quickly in search results, but updates will use more server resources. 3. Do one of the following: Click OK. Click Advanced. On the content_source_type content source page, you can specify scheduled updates, specify rules to include or exclude content, or start an update. Edit a Lotus Notes database as a content source 1. In the Name and Information section, in the Name box, type a name for the content source. 2. In the Map Lotus Notes properties to search results column section, do the following: 1. In the Pick the title property list, click a property to use as the title of the document. 2. In the Pick the author property list, click a property to use as the author of the document. 3. If you have enabled advanced search administration mode, you can select a source group. In the Source Group section, do one of the following: If you want to create a new source group for this content source, in the Source Group box, type a description of the source group for this content source. If you want to use an existing source group for this content source, click one of the existing source groups. Edit the default content sources SharePoint Portal Server installs three content sources by default: This portal, Site Directory, and People. If you install the document management component, a content source is also created for the document library that is associated with a portal. 1. In the Address and Description section, in the Description box, type the description of the content source. 2. In the Crawl Configuration section, to include this content source in adaptive updates, select the Participate in adaptive updates check box.
Note If you select Participate in adaptive updates, changes will show up more quickly in search results, but updates will use more server resources. 3. If you have enabled advanced search administration mode, you can select a source group. In the Source Group section, do one of the following: If you want to create a new source group for this content source, in the Source group box, type a description of the source group for this content source. If you want to use an existing source group for this content source, click one of the existing source groups. Note You cannot edit the source group for Site Directory. 4. Do one of the following: Click OK. Click Advanced. On the content_source_type content source page, you can specify scheduled updates, specify rules to include or exclude content, or start an update. 2003 Microsoft Corporation. All rights reserved.
2. In the Starting time list, click a starting time for the update. 3. If you want to repeat the task within the time frame of a day, do the following: 1. Select the Repeat task check box. 2. In the Task interval (minutes) box, type a number to determine how many minutes elapse before the update starts again. 3. In the Task duration (minutes) box, type a number to determine the time period during which the update repeats. 4. In the Schedule interval (weeks) box, type how often you want the weekly schedule to repeat. 5. On the list of weekdays, select the check box for the day of the week on which you want the update to run. By default, if you select Weekly and want to repeat the task, the content source is updated starting at 12 A.M. every 5 minutes for 24 hours (1440 minutes), and the update repeats on the day of the week on which you create the schedule. 8. Click OK. 2003 Microsoft Corporation. All rights reserved.
3. In the Task duration (minutes) box, type a number to determine the time period during which the update repeats. 4. In the Schedule interval (weeks) box, type how often you want the weekly schedule to repeat. 5. On the list of weekdays, select the check box for the day of the week on which you want the update to run. By default, if you select Weekly and want to repeat the task, the content source is updated starting at 12 A.M. every 5 minutes for 24 hours (1440 minutes), and the update repeats on the day of the week on which you create the schedule. 9. Click OK. 2003 Microsoft Corporation. All rights reserved.
By default, if you select Daily and want to repeat the task, the content source is updated starting at 12 A.M. every 5 minutes for 24 hours (1440 minutes), and the update repeats every day. For example, you can schedule a crawl that runs every five minutes every day during business hours. To do this, schedule a daily update starting at 9:00 A.M. Select the Repeat task check box, specify a Task interval of 5 minutes, specify a Task duration of 480 minutes (8 hours), and specify a Schedule interval of 1 day. The crawl runs every day every 5 minutes between 9 A.M. and 5 P.M. Schedule weekly updates 1. In the Schedule type list, click Weekly. 2. In the Starting time list, click a starting time for the update. 3. If you want to repeat the task within the time frame of a day, do the following: 1. Select the Repeat task check box. 2. In the Task interval (minutes) box, type a number to determine how many minutes elapse before the update starts again. 3. In the Task duration (minutes) box, type a number to determine the time period during which the update repeats. 4. In the Schedule interval (weeks) box, type how often you want the weekly schedule to repeat. 5. On the list of weekdays, select the check box for the day of the week on which you want the update to run. By default, if you select Weekly and want to repeat the task, the content source is updated starting at 12 A.M. every 5 minutes for 24 hours (1440 minutes), and the update repeats on the day of the week on which you create the schedule. 4. Click OK. 2003 Microsoft Corporation. All rights reserved.
It is recommended that all files be stored on the same computer as the Web Storage System, although they can be on separate partitions. For optimal performance, place the log files on dedicated physical volumes. In addition, store the indexes on drives formatted for the NTFS file system. 2003 Microsoft Corporation. All rights reserved.
Manage keywords
Keywords are used to mark specific items as more relevant for a particular word included in search, so that they show up more prominently in search results. Administrators create keywords for common searches, and then add keyword Best Bets for each keyword that are items most relevant to that search. You can create additional keywords under existing keywords based on subject matter. This is useful for organizing keywords, but the keyword Best Bets for lower-level keywords do not appear in search results for the higher-level keywords. When a user types a keyword or synonym for a keyword in the search box, its keyword Best Bets are shown with the highest relevance in search results. These items are also identified with a distinctive icon as keyword Best Bets. To create keywords, you must have the create area right. To edit and delete keywords, you must have the manage area right. To add, edit, and delete keyword best bets, you must have the add items, edit items, and delete items rights.
the list shows the keyword with which it is associated, the user who created it, and its status. You can organize the list into groups by using any of these properties. To organize by groups, click the property in the Group by list. You can filter the view to show only items with a particular status by clicking Filter on the toolbar, and then clicking a status in the Status list that appears on the page. You can also choose whether to include the description for each keyword Best Bet by clicking Show More or Show Less on the toolbar. From this view, to add a keyword Best Bet click Add Keyword Best Bet on the toolbar. To edit or delete keyword Best Bets, or change the status of a keyword Best Bet, click the item and then click the appropriate action. You can view information about the keyword for a keyword Best Bet by clicking the keyword property for the keyword Best Bet. This also displays contact information for the person who created the keyword. Pending This is similar to the Keyword Best Bets view, but shows only keyword Best Bets that are marked as pending approval. Rejected This is similar to the Keyword Best Bets view, but shows only keyword Best Bets that are rejected. Archived This is similar to the Keyword Best Bets view, but shows only keyword Best Bets that are marked for archiving.
Related Topics
Create, edit, and delete keywordsAdd, edit, and delete keyword Best BetsApprove, reject, and archive keyword Best BetsAbout search 2003 Microsoft Corporation. All rights reserved.
Note To minimize unnecessary duplication of keywords, you are warned whenever you add a synonym that already exists for another keyword. 5. In the Parent Keyword section, click Change parent keyword to change the location of this keyword and place it under a different keyword. In the Keyword Chooser window, select the keyword under which to place this keyword, and then click OK . 6. In the Dates section, you see when this keyword was created and who created it, as well as when it was last modified and who modified it. Note This information cannot be changed, but may be useful for managing this keyword. 7. Click the Publishing tab of the Edit Keyword page to view or change the publishing settings for this keyword. 8. In the Keyword Approval section, for Require approval to publish new keywords, select Yes if you want to require approval to publish new keyword Best Bets and keywords added to this keyword from everyone except the keyword manager. Select No to approve keyword Best Bets automatically for all users. 9. For Automatically approve all keywords added by keyword manager, select Yes to automatically approve all keyword Best Bets and keywords added to this keyword by the keyword manager. Select No to require that the keyword manager approve all items manually. 10.Click OK. Delete a keyword 1. Click Site Settings, and in the Search Settings and Indexed Content section, click Manage keywords. 2. On the Keywords page, point to the keyword, click the arrow on the bar that appears, and then click Delete on the menu that appears. 3. On the confirmation message that appears, click OK. Note Deleting a keyword also deletes the keywords and keyword Best Bets that are added to that keyword. Delete a keyword only if you also intend to delete its keywords and keyword Best Bets.
Related Topics
Add, edit, and delete keyword Best BetsApprove, reject, and archive keyword Best BetsManage keywordsAbout search 2003 Microsoft Corporation. All rights reserved.
7. In the Dates section, you see when this keyword Best Bet was created and who created it, as well as when it was last modified and who modified it. Note This information cannot be changed, but it may be useful for managing this keyword Best Bet. 8. Click the Publishing tab to view or change the publishing settings for this keyword Best Bet. 9. In the Approval Status section, select a status for this keyword Best Bet. 10.Click OK. Delete keyword Best Bet 1. Click Site Settings, and in the Search Settings and Indexed Content section, click Manage keywords. 2. On the Keywords page, point to the keyword Best Bet, click the arrow on the bar that appears, and then click Delete on the menu that appears. 3. On the confirmation message that appears, click OK.
Related Topics
Approve, reject, and archive keyword Best BetCreate, edit, and delete keywordsManage keywordsAbout search 2003 Microsoft Corporation. All rights reserved.
Related Topics
Create, edit, and delete keywordsAdd, edit, and delete keyword Best BetsManage keywordsAbout search 2003 Microsoft Corporation. All rights reserved.
Related Topics
Adding and Editing Search Scopes Deleting Search Scopes About Search 2003 Microsoft Corporation. All rights reserved.
Related Topics
Deleting Search ScopesManaging Search Scopes About Search 2003 Microsoft Corporation. All rights reserved.
Related Topics
Adding and Editing Search ScopesManaging Search Scopes About Search 2003 Microsoft Corporation. All rights reserved.
1. On the title bar, click Site Settings. 2. On the Site Settings page, in the Search Settings and Indexed Content section, click Manage crawls of Site Directory. 3. In the drop-down list next to the site that you want to approve, click Do not crawl this site. The site is rejected and is not crawled. The site will not appear in search results. 4. To reject multiple sites, select the check box next to each site that you want to reject, and then click Do not crawl this site in the Edit Multiple drop-down list on the toolbar. Require approval for crawling 1. On the title bar, click Site Settings. 2. On the Site Settings page, in the Search Settings and Indexed Content section, click Manage crawls of Site Directory. 3. In the drop-down list next to the site that you want to approve, click Require approval for crawling. The status of the site is set to pending and the site is not crawled. The site does not appear in search results. 4. To require approval for crawling for multiple sites, select the check box next to each site that you want to reject, and then click Require approval for crawling in the Edit Multiple drop-down list on the toolbar.
Related Topics
About the Site DirectorySearch the Site DirectoryAdd a link to a siteManaging Search ScopesManaging Content Sources 2003 Microsoft Corporation. All rights reserved.
1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the Central Administration page, under Server Configuration, click Set default content database server. 3. In the Content Database Server section, fill in the database server name. If you are using Microsoft SQL Server authentication, you must also supply the administrator account user name and password. 4. Click OK. You can create multiple content databases for each virtual server. There are two situations in which you create a new content database: when you extend a new virtual server, and when your other content databases are getting full. You use a different method to create the content databases in each of these cases. In most cases, you create a content database when you extend a virtual server. For information about extending a virtual server and creating a content database, see Extending a Virtual Server. When you extend a virtual server, the warning level is set to 9,000 sites, and the maximum is set to 15,000 sites. To change this after the virtual server is extended, you use the Manage Content Databases page. You can also create additional content databases by using this page. Create a new content database for a virtual server 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the Central Administration page, under Virtual Server Configuration, click Configure virtual server settings. 3. On the Virtual Server List page, click the virtual server you want to configure. 4. On the Virtual Server Settings page, under Virtual Server Management, click Manage content databases. 5. On the Manage Content Databases page, under Content Databases, click Add a content database. 6. In the Database Information section, select either Use default content database server or Specify database server settings. If you select Specify database server settings, fill in the database server name and database name. If you are using SQL Server authentication, you must also supply the administrator account user name and password. 7. In the Database Capacity Settings section, type a number in the Number of sites before a warning event is generated box. 8. Type a number in the Maximum number of sites that can be created in this database box. 9. Click OK. You can also change database connection settings and warning and maximum site levels for a content database. Change settings for a content database 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the Central Administration page, under Virtual Server Configuration, click Configure virtual server settings. 3. On the Virtual Server List page, select the virtual server you want to configure. 4. On the Virtual Server Settings page, under Virtual Server Management, click Manage content databases. 5. On the Manage Content Databases page, under Content Databases, click the database you want to change. 6. To change database status, in the Database Status box, select Ready or Offline. 7. To change the number of sites allowed for a content database, in the Database Capacity Settings section,
enter a new warning and maximum number. 8. Click OK. If you want to remove a content database, you do so from the Manage Content Databases page as well. Note that when you remove a content database, the site data stored in that database is not deleted. You can reconnect to the content database later to restore the sites. Remove a content database 1. Click Start, point to All Programs, point to Administrative Tools, and then click SharePoint Central Administration. 2. On the Central Administration page, under Virtual Server Configuration, click Configure virtual server settings. 3. On the Virtual Server List page, select the virtual server you want to configure. 4. On the Virtual Server Settings page, under Virtual Server Management, click Manage content databases. 5. On the Manage Content Databases page, under Content Databases, select the database you want to change. 6. On the Manage Content Database Settings page, in the Remove Content Database section, select the Remove content database check box. 7. Click OK. You can reconnect to a content database that you have removed by adding it again. To reconnect to an existing content database, you need to use the same database server and database name. There are additional steps if you are reconnecting to a content database after restoring the database to a new server farm. For more information, see "Backing Up and Restoring Databases by Using the SQL Server 2000 Tools" in the Windows SharePoint Services Administrator's Guide. 2003 Microsoft Corporation. All rights reserved.
for the database. 4. Click OK. Disconnect from the configuration database Before you disconnect from the configuration database, you must: 1. Delete any portal sites associated with the server (for example, an index management server would not have any portal sites associated with it). For more information, see Deleting a Portal Site. If the server that you want to remove has a SQL Server instance that is used for the content database, component settings database, or profile database for one or more portal sites, you must delete those portal sites before you disconnect. If the SQL Server instance is used for the default content database or default component settings database, and the server is not the last server in the server farm to be disconnected, you must change the default content database and default component settings database to a SQL Server instance on another computer. For more information, see Specifying Content Database Settings and Specifying Settings for the Component Settings Database. If the server that you want to remove has no SQL Server instance on it, there is no need to delete any portal site. 2. Remove all component assignments from the server. For more information, see Changing Component Assignments for the Server Farm. 3. Ensure that the server does not provide Simple Mail Transfer Protocol (SMTP) services globally or to individual virtual servers. To disconnect from the configuration database, do the following: 1. In the Database Connections section, click Disconnect from configuration database. 2. Click OK. 2003 Microsoft Corporation. All rights reserved.
If you are using single sign-on in a shared services scenario, the user credentials stored in the parent server farm are available to the administrators of all child server farms. It is recommended that you run applications using single sign-on on the parent portal site only and use an iFrame in the application for child portal sites. You should disable the single sign-on service on child server farms.
Security Recommendations for Storing the Backup Copy of the Encryption Key
You should store the backup disk for the encryption key in a safe place. The encryption key is used as part of the encryption process for each of the credentials. Since it is the key that decrypts the encrypted credentials stored in the database, the backup copy of the key should not be stored with the backup copy of the database. Note If a user obtains a copy of both the database and the key, the user names and passwords may be compromised.
Related Topics
Specifying Settings for Single Sign-On and Application DefinitionsCreating the Encryption KeyManaging Account Information for an Application Definition 2003 Microsoft Corporation. All rights reserved.
Management. 2. In the console tree, under the System Tools node, expand the Local Users and Groups node. 3. Click Groups. 4. Double-click STS_WPG. 5. In the STS_WPG Properties dialog box, click Add. 6. Add the user. o The account must be a member of the local group SPS_WPG on all servers running SharePoint Portal Server in the server farm. To make the user a member of SPS_WPG 1. On the taskbar, click Start, point to Administrative Tools, and then click Computer Management. 2. In the console tree, under the System Tools node, expand the Local Users and Groups node. 3. Click Groups. 4. Double-click SPS_WPG. 5. In the SPS_WPG Properties dialog box, click Add. 6. Add the user. o The account must be a member of the public database role on the SharePoint Portal Server configuration database. Note On a single server deployment, if the single sign-on service runs under an account that is a member of the local Administrators group, you do not need to ensure that the user has the public right on the configuration database. However, for security reasons it is recommended that you do not run the service under an account that is a member of the local Administrators group. To assign rights on the configuration database 1. On the SQL Server computer, open SQL Server Enterprise Manager. 2. Expand the Microsoft SQL Servers node. 3. Expand the SQL Server Group node. 4. Expand the (local) (Windows NT) node. 5. Expand the Security node. 6. Click Logins, and then do one of the following: If the logon name does not exist, right-click Logins, click New Login, and then in the Name box, type the account for the user in the format DOMAIN\user_name. If the logon name already exists, right-click the logon name, and then click Properties. 7. Click the Database Access tab. 8. In the Specify which databases can be accessed by this login section, select the check box for the configuration database. 9. In the Database roles for database_name section, select the public check box. 10.Click OK. 11.Close SQL Server Enterprise Manager. o The account must be a member of the Server Administrators server role on the Microsoft SQL Server instance where the single sign-on database is located. Note On a single server deployment, if the single sign-on service runs under an account that is a member of the local Administrators group, you do not need to ensure that the user is a member of Server Administrators server role on the Microsoft SQL Server instance where the single sign-on database is located. However, for security reasons it is recommended that you do not run the service under an account that is a member of the local Administrators group. To make the user a member of the Server Administrator role 1. On the SQL Server computer, open SQL Server Enterprise Manager. 2. Expand the Microsoft SQL Servers node. 3. Expand the SQL Server Group node. 4. Expand the (local) (Windows NT) node.
5. Expand the Security node. 6. Click Logins, and then do one of the following: If the logon name does not exist, right-click Logins, click New Login, and then in the Name box, type the account for the user in the format DOMAIN\user_name. If the logon name already exists, right-click the logon name, and then click Properties. 7. Click the Server Roles tab. 8. Select the Server Administrators check box. 9. Click OK. 10.Close SQL Server Enterprise Manager. 4. Enterprise application manager account Determine the Windows Global group or account that will be used to give access to application definitions. o This account or members of this group have rights to create, modify or delete application definitions from the single sign-on administration pages. o This account or members of this group do not have rights to configure single sign-on. Only members of the single sign-on administrator account can configure single sign-on. o Rights that this user or members of this group have are automatically contained in the single sign-on administrator account. o This account or group is entered in the Account name box in the Enterprise Application Definition Settings section on the Manage Server Settings for Single Sign-On page. Notes If you change the job server to another server, you must reconfigure single sign-on. After changing the job server, you must delete the entire registry key HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\ssosrv\Config on the old job server. If you reconfigure single sign-on and you want to change the account that you specified for managing the single sign-on service (the single sign-on administrator account), the user who reconfigures the single sign-on service and the single sign-on run-as user must be a member of both the current account that manages the service and the new account that you want to specify. Important You cannot configure single sign-on or manage the encryption key remotely. To configure single sign-on or manage the encryption key, go to the computer running as the job server and specify the settings locally.
Important The account can be a group account or an individual user account. It cannot be a local domain group or a distribution list. o The format of the account is DOMAIN\group_name or DOMAIN\user_name. 4. In the Enterprise Application Definition Settings section, in the Account name box, type the name of the enterprise application manager account that can set up and manage application definitions. o Important The account can be a group account or an individual user account. It cannot be a local domain group or a distribution list. o The format of the account is DOMAIN\group_name or DOMAIN\user_name. 5. In the Database Settings section, do the following: 1. In the Server name box, type the name of the database server on which you want to store the settings and account information for single sign-on. 2. In the Database name box, type the name of the single sign-on database. If the database does not exist, it is created. 6. In the Time Out Settings section, do the following: 1. In the Ticket time out (in minutes) box, type the number of minutes to wait before allowing a ticket, or access token, to time out. 2. In the Delete audit log records older than (in days) box, type the number of days to hold records in the audit log before deleting. Note The audit log is overwritten after the number of days you specify. Because the log contains a record of any illicit operations or logon attempts, it is recommended that you maintain backup copies of the logs. The logs reside in the single sign-on database and are automatically backed up when you back up this database. Note Information about attempts to obtain the name of the single sign-on database or the name of the computer running SQL Server on which the single sign-on database is stored is not included in the audit log. 7. Click OK. 8. If a message box appears stating that you have reconfigured single sign-on, click OK. 2003 Microsoft Corporation. All rights reserved.
Important You cannot undo this operation. Remove this account from all application definitions Note This option is not available for application definitions that use group accounts. 1. Click Delete stored credentials for this account from all enterprise application definitions. 2. Click OK. 3. To remove the user credentials from all application definitions, click OK on the confirmation message box. 2003 Microsoft Corporation. All rights reserved.
group credentials. 5. Click OK. After the key is created, you should back it up. For information about backing up the encryption key, see Backing Up the Encryption Key. 2003 Microsoft Corporation. All rights reserved.
Security Recommendations for Storing the Backup Copy of the Encryption Key
You should lock up the backup disk for the encryption key in a safe place. The encryption key is the encryption key that is used as part of the encryption process for each of the credentials. Because it is the key that decrypts the encrypted credentials stored in the database, the backup copy of the key should not be stored with the backup copy of the database. If a user obtains a copy of both the database and the key, the user names and passwords could be compromised. Important You cannot manage the encryption key remotely. To manage the encryption key, go to the computer running as the job server and specify these settings locally.
2. 3. 4. 5. 6.
2. 3. 4. 5. 6.
1. Type a display name for each field to remind you of the required information. 2. To ensure that sensitive information, such as a password, is not displayed when viewing account information, click Yes for Mask. For example, for SAP credentials you might enter the following: o Field 1 = SAP user name o Field 2 = SAP password (select Yes for the Mask option) o Field 3 = SAP system number o Field 4 = SAP client number o Field 5 = language 7. Click OK. 2003 Microsoft Corporation. All rights reserved.
2. 3. 4. 5.
The display name is what the user sees. 2. In the E-mail Contact box, type an e-mail address for users to contact for this application. 6. In the Account Information section, select one or more fields to map to the required logon information for this application definition. If necessary, see the documentation provided with the enterprise application to identify the required information and its appropriate order. 1. Type a display name for each field to remind you of the required information. The display names for the fields will appear on the logon page for the application. 2. To ensure that sensitive information, such as a password, is not displayed when viewing account information, click Yes for Mask?. 7. Click OK. 2003 Microsoft Corporation. All rights reserved.
2. 3. 4. 5.
If a user is accessing the portal site from the extranet URL of http://AdventureWorks.adventure-works.com, he or she will get search results returned for content on Server1, but the user will get an error when he or she clicks the links for the results. You define an alternate access setting entry for http://Server1 as follows:Mapping Name Server1Default URL http://Server1Intranet URL Blank. Any blank entry defaults to the default URL.Extranet URL http://AdventureWorks.adventure-works.comCustom URL https://AdventureWorksPartners.adventure-works.com Custom URLs can be intranet or extranet URLs. In addition, you can use Secure Sockets Layer (SSL) in any of the URL entries. For this mapping to take effect, you must recrawl the content on Server1. Until you do this, the user will have the same search experience as above. After you recrawl the content on Server1, when a user performs a search, one of the following occurs: If a user is accessing the portal site from the intranet URL that is specified in the access settings list, he or she will get search results returned for content on Server1 and will be able to click the links for the results to access a document. If a user is accessing the portal site from the extranet URL that is specified in the access settings list (i.e., http://AdventureWorks.adventure-works.com), he or she will get search results returned for content on AdventureWorks.adventure-works.com and will be able to click the links for the results to access a document. If you are using shared services, where portal site services are shared across server farms, the following applies for alternate access settings: You must manually synchronize the alternate access entries for the parent server farm and all child server farms. If you add, change, or delete an alternate access setting entry on the child server farm, you must add, change, or delete that entry on the parent server farm. The portal site and document library URLs are generated from the alternate access setting list for the child server farm. Search results use URLs from the alternate access setting list for the parent server farm. Changing an entry in the alternate access setting list (such as changing a default URL, or adding or changing an extranet URL) requires you to do this on both the child server farm and parent server farm. The alternate access entry list in the parent server farm should be a superset of the alternate access entry lists in all child server farms. Each child server farm must keep alternate access entries for its portal sites and document libraries up-to-date.
Note If the server farm administrator enters an invalid URL on the Configure Alternate Portal Access Settings page, the My Site and Alert Me links in a child portal site will be broken.
Related Topics
Creating Alternate Portal Access SettingsEditing Alternate Portal Access SettingsDeleting Alternate Portal Access Settings 2003 Microsoft Corporation. All rights reserved.
5. 6. 7. 8.
Related Topics
Adding and Editing Active Directory ServerDeleting Active Directory ServerImporting User ProfilesManaging User Profiles 2003 Microsoft Corporation. All rights reserved.
Note To import user profile information from one or multiple domains, on the Configure Profile Import page, click Custom source in the Source section. Next, you must add, edit, or delete connections to the servers running Active Directory for the custom domains. Add Active Directory server 1. On the Manage Connections page, click New Connection. 2. In the Connection Settings section on the Add Connection page, type a domain name in the Domain name box. Note By default, a domain controller is automatically detected for you. To select a controller, click Select a domain controller and type a domain controller name in the Domain controller name box for the Active Directory server that you want to add. 3. To access this server by using a Secure Sockets Layer (SSL) secure connection, select the Use SSL-secured connection check box. 4. To limit the amount of time spent attempting to access a server that is not responding, type a value in the Time out box. 5. In the Search Settings section, type a name in the Search base box. If you do not enter anything in the Search base box, Microsoft Office SharePoint Portal Server enters the appropriate information. 6. In the User filter box, you can add query clauses to further filter the user profile data that you are importing. The default value in the User filter box is a specific Lightweight Directory Access Protocol (LDAP) query. 7. In the Scope section, select how deeply in the Active Directory server to search for user profiles to import. You can limit the scope by selecting One level or search more deeply by clicking Subtree. 8. Type a value in the Page size box to limit the amount of data imported in each user profile. 9. Type a value in the Page time out box to limit the amount of time spent attempting to access a server that is not responding. Edit Active Directory server 1. On the Manage Connections page, click the server that has the properties you want to edit, and then click Edit. 2. In the Connection Settings section on the Add Connection page, you can type a new name in the Domain controller name box, if the Select a domain controller option is selected. 3. To change whether this server uses a Secure Sockets Layer (SSL) secure connection, select or clear the Use SSL-secured connection check box.
4. To change the time spent waiting for a response from the domain controller, type a new value in the Time out box. 5. To add another node to the search base, type the distinguished name of the new node in the Search base box. For more information about distinguished names in Active Directory, see the documentation for Active Directory. 6. To expand or restrict the number of user profiles that you are importing, type a new clause in the User filter box, or delete an existing clause. 7. To change the depth to use when searching for user profiles to import, select One level or Subtree. 8. Type a new value in the Page size box to limit the amount of data imported in each user profile. 9. Type a new value in the Page time out box to change the amount of time spent attempting to access a server that is not responding.
Related Topics
Deleting Active Directory ServerManaging Active Directory ConnectionsImporting User ProfilesConfiguring Import SettingsManaging User Profiles 2003 Microsoft Corporation. All rights reserved.
Related Topics
Adding and Editing Active Directory ServerManaging Active Directory ConnectionsImporting User Profiles Managing User Profiles 2003 Microsoft Corporation. All rights reserved.
Related Topics
Importing User ProfilesManaging Active Directory ConnectionsAdding and Editing Active Directory Server Managing User Profiles 2003 Microsoft Corporation. All rights reserved.
Related Topics
Configuring Import SettingsManaging Active Directory Connections Managing User Profiles 2003 Microsoft Corporation. All rights reserved.
Related Topics
Adding and Editing User Profiles Importing User Profiles Adding and Editing Profile Properties 2003 Microsoft Corporation. All rights reserved.
Related Topics
Importing User ProfilesDeleting User Profiles Adding and Editing Profile Properties Deleting Profile Properties Managing User Profiles 2003 Microsoft Corporation. All rights reserved.
Note If you delete a user profile for a user that remains in Active Directory directory service, that user profile is automatically recreated the next time user profiles are imported.
Related Topics
Adding and Editing User Profiles Adding and Editing User Profile Properties Deleting Profile PropertiesManaging User Profiles 2003 Microsoft Corporation. All rights reserved.
column next to the Property Name. Repeat until the property is in the desired location.
Related Topics
Adding and Editing Profile PropertiesDeleting Profile Properties Managing User Profiles 2003 Microsoft Corporation. All rights reserved.
Note When you add or edit a property mapping, you must run a full import before the changes take effect. Add a profile property 1. In the User Profile, Audiences, and Personal Sites section of the Sites Settings page, click Manage profile database. 2. In the User Profile Properties section on the Manage Profile Database page, click Add profile property. -orIn the User Profile Properties section on the Manage Profile Database page, click View profile properties. On the View Profile Properties page, click New Property. 3. In the Property Settings section of the Add User Profile Property page, type a name for the property in the Name box. Note This name is not displayed on the user profile, but is used programatically whenever the property is accessed by Microsoft Office SharePoint Portal Server 2003. 4. Type a display name for the property in the Display name text box. The display name is the name for the property that is shown on the personal and public views of the user profile. 5. Select a property type in the Type list and if applicable, type the length in the Length box. Important These define the acceptable values for this property, and cannot be changed once the property is created. 6. In the View Settings section, select one of the following options: o Click Public -- All users of the site can view the settings for this property to allow anyone to view the settings for the property.
Note You must first select this option if you want to display the property in the Details section of the public view of user profiles. o Click Private -- Only the user and users with the Manage Profile right can view the settings for this property to hide the settings from most users. 7. In the Edit Settings section, select one of the following options: o Click Allow users to edit this property to allow users without the Manage Profile right to edit the value
of this property.
Note You must first select this option if you want to display this property in the Edit My Profile page. o Click Do not allow users to edit this property so that only users with the Manage Profile right will be able to edit the value of the property. 8. In the Display Settings section, you can choose whether the property appears in the public view of user profiles or on the Edit My Profile page: o Click Show in the Details section of the user profile to display the property in the Details section of the public view of user profiles.
Note To show the property in the Details section of user profiles, you must first make sure that the property is made public in the View Settings section of this page. o Click Show on the Edit My Profile page to display the property on the Edit My Profile page.
Note To show the property on the Edit My Profile page, you must first make sure that you allow users to edit this property by changing the setting in the Edit Settings section of this page. 9. In the Aliasing section, click Alias to treat this property the same as the user name and account name when searching for items, targeting items to users, and displaying items in the My Documents Web Part of personal sites.
Note To use this property as an alias, you must first make sure that the property is made public in the View Settings section of this page. 10.In the Active Directory Import Mapping section, click a property in the Active Directory property to map list to map this property to a property in Microsoft Active Directory directory service. 11.Click OK. Edit a profile property 1. In the User Profile, Audiences, and Personal Sites section of the Sites Settings page, click Manage profile database. 2. In the User Profile Properties section on the Manage Profile Database page, click View profile properties. 3. On the View Profile Properties page, click the property you want to edit, and then click Edit. 4. To change the display name for this property, type the new display name. 5. In the View Settings section, select one of the following options: o Click Public -- All users of the site can view the settings for this property to allow anyone to view the settings for the property.
Note You must first select this option if you want to display the property in the Details section of the public view of user profiles. o Click Private -- Only the user and users with the Manage Profile right can view the settings for this property to hide the settings from most users. 6. In the Edit Settings section, select one of the following options: o Click Allow users to edit this property to allow users without the Manage Profile right to edit the value of this property.
Note You must first select this option if you want to display this property in the Edit My Profile page. o Click Do not allow users to edit this property so that only users with the Manage Profile right will be able to edit the value of the property. 7. In the Display Settings section, you can choose whether the property appears in the public view of user
profiles or on the Edit My Profile page: o Click Show in the Details section of the user profile to display the property in the Details section of the public view of user profiles.
Note To show the property in the Details section of user profiles, you must first make sure that the property is made public in the View Settings section of this page. o Click Show on the Edit My Profile page to display the property on the Edit My Profile page.
Note To show the property on the Edit My Profile page, you must first make sure that you allow users to edit this property by changing the setting in the Edit Settings section of this page. 8. In the Aliasing section, click Alias to treat this property the same as the user name and account name when searching for items, targeting items to users, and displaying items in the My Documents Web Part of personal sites.
Note To use this property as an alias, you must first make sure that the property is made public in the View Settings section of this page. 9. In the Active Directory Import Mapping section, click a property in the Active Directory property to map list to map this property to a property in Microsoft Active Directory directory service. 10.Click OK.
Related Topics
Deleting Profile PropertiesViewing Profile Properties Managing User Profiles 2003 Microsoft Corporation. All rights reserved.
Note If you delete a property, all user profiles with values for that property lose the associated values. There is no way to recover this information, so be very careful when deleting profile properties.
Related Topics
Adding and Editing User Profile PropertiesViewing Profile Properties Managing User Profiles 2003 Microsoft Corporation. All rights reserved.
Managing Audiences
Audiences allow you to target content to users based on their jobs or tasks in an organization. You can target content to users based on the values of properties that are contained in user profiles, the reporting structure of your organization, or Microsoft Active Directory directory service groups to which users belong. Membership in audiences is determined by including the users in your organization that have properties that match audience rules, or are members of security groups or distribution lists that match audience rules. Since the rules or users that match them can change over time, audiences must be compiled regularly to determine current membership. Members of an audience see content targeted to that audience.
Related Topics
Creating and Editing Audiences Deleting Audiences Viewing Audience Membership Compiling Audiences About Audiences 2003 Microsoft Corporation. All rights reserved.
Related Topics
Managing Audience Rules Deleting Audiences Viewing Audience Membership Compiling Audiences About Audiences 2003 Microsoft Corporation. All rights reserved.
Deleting Audiences
Deleting an audience does not delete content, but no longer targets that content to members of that audience. If that content is only targeted to that audience, it is no longer seen on the site.
Delete an audience
1. On the View Audiences page, click the audience in the list, and then click Delete. 2. You can also delete one or more audiences by selecting the check boxes next to each audience you want to delete, and then clicking Delete on the toolbar. 3. On the confirmation message that appears, click OK.
Related Topics
Creating and Editing Audiences Viewing Audience Membership About Audiences 2003 Microsoft Corporation. All rights reserved.
Compiling Audiences
Changes made to audiences and audience rules are not reflected in audience membership until the audience is compiled. When you compile an audience, the property values in user profiles and membership in distribution lists, security groups, and reporting structure are checked to see if they match the audience rules you have created. Users that match the audience rules for an audience are included in that audience and receive content targeted to that audience. You can set a compilation schedule so that audiences are compiled automatically at regular intervals. You can also start a compilation at any other time if you must update an audience before the next scheduled compilation. From the Manage Audiences page, you can start a compilation and set a compilation schedule. You can also view the compilation status and most recent compilation time, and see the number of uncompiled audiences. Start compilation On the Manage Audiences page, click Start compilation. All of the audiences are compiled automatically. The compilation status is displayed on the Manage Audiences page. Specify compilation schedule 1. On the Manage Audiences page, click Specify compilation schedule. 2. On the Specify Compilation Schedule page, click Enable scheduling to turn on audience scheduling. 3. Select a start time from the Start at drop-down list. 4. To schedule compilations at this time every day, select Every day. 5. To schedule compilations on certain days of the week, select Every week on, and then select the days you want to compile audiences. 6. To schedule compilations once a month, select Every month on this date, and then select the day of the month on which to compile audiences. 7. Click OK.
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Managing Audience Rules Managing Audiences Viewing Audience Membership About Audiences 2003 Microsoft Corporation. All rights reserved.
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Creating and Editing Audiences Deleting Audiences Compiling Audiences About Audiences 2003 Microsoft Corporation. All rights reserved.
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Adding and Editing Audience Rules Deleting Audience Rules Viewing Audience Membership About Audiences 2003 Microsoft Corporation. All rights reserved.
Note If you select the Member of operator, only users in the group that have a corresponding user profile will be included in the audience. Add audience rule 1. On the View Audience Properties page, in the Audience Rules section, click Add rule. 2. On the Add Audience Rule page, click User to add a rule based on distribution list membership, security group, or reporting structure, or click Property to create a rule based on a user property. 3. If you clicked Property, click the relevant property in the drop-down list. 4. In the Operator drop-down list, click an operator to indicate how you want to compare the user or property with a given value. 5. In the Value drop-down list, type a value to which to compare the user or property selected for this rule. 6. Click OK. Edit audience rule 1. On the View Audience Properties page, click the audience rule. 2. Click User to base the rule on distribution list membership, security group, or reporting structure, or click Property to base the rule on a user property. 3. To change the property to include in the query for this rule, click the new property from the drop-down list. 4. To change the operator you use to compare the user or property for this rule, click the new operator from the Operator drop-down list. 5. To change the value to which you compare the user or property for this rule, type the new value in the Value drop-down list. 6. Click OK.
Related Topics
Managing Audience Rules Deleting Audience Rules Viewing Audience Membership Compiling Audiences About Audiences 2003 Microsoft Corporation. All rights reserved.
Related Topics
Adding and Editing Audience Rules Managing Audience Rules Deleting Audiences 2003 Microsoft Corporation. All rights reserved.
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Add an alertView and manage My Alerts Delete an alert Manage alerts settings for all users 2003 Microsoft Corporation. All rights reserved.
Note The friendly name cannot exceed 100 characters in length. 2. In the Document library description box, type the description for the document library. 3. In the Document library name:http://server_name/ box, type a word to use in the URL of the document library after the server name. For example, for a URL of http://AdventureWorks/Adventure, you would type Adventure. 4. In the Associated Portal Site section, from the Portal site list, select the portal site to associate with this document library. The portal site provides search capability and the ability to personalize alerts for users of the backward-compatible document library. By default, users can get to the document library from the Document Library area on the home page of the portal site. If an area named Document Library already exists, the area for the document library you create uses the document library friendly name. For example, if you create a document library with a friendly name of Markets, the area name will be Markets if there is already an area named Document Library. In this example, if an area named Markets already exists, a number is appended to the name, i.e., Markets1. To create a document library that is not associated with a portal site, select None. A document library that is not associated with a portal site can be used as a stand-alone document library. 5. In the Document Library Contact section, do the following: 1. In the Contact name box, type the name of the user or group to which you are assigning overall responsibility for the document library. 2. In the Contact e-mail address box, type the e-mail address for the contact.
The contact e-mail address can be that of an individual user or a group. This e-mail address is used as the reply-to address for e-mail messages sent by the document library during document approval routes. 6. In the Document Versions section, to limit the number of previous major versions of a document to retain when the document is approved, select the Specify version limit check box, and then type a limit in the Number of versions to retain box.
Note This setting does not affect the number of minor versions retained. 7. Click OK. The Operation Status page appears. After the document library is successfully created, the List and Manage Document Libraries page appears. By default, everyone is a reader on the document library. A user who is a member of the local Administrators group on the server is a coordinator by default. If the identity for CentralAdminAppPool is a domain account, that account is a coordinator on the document library. In a single-server configuration, the user who creates the document library (this user must be a member of the local Administrators group) is a coordinator. You can also create a document library from the Site Settings page for a portal site if you are an administrator on the server farm. However, this option is displayed only if there is no document library already associated with the portal site. Each portal site can have only one document library associated with it. To create a document library from the Site Settings page, do the following: 1. On the Site Settings page, in the Optional Document Libraries section, click Create a portal document library for this portal. 2. Go to step 3 in the preceding procedure and continue. 2003 Microsoft Corporation. All rights reserved.
Edit the settings for a document library 1. Navigate to the Change Document Library Settings page by doing one of the following: o On the SharePoint Portal Server Central Administration for server_name page, in the Component Configuration section, click Configure document libraries (Web Storage System-based) . On the List and Manage Document Libraries page, click Edit to the right of the document library that you want to change. o On the Site Settings page, in the Optional Document Libraries section, click Change document library settings. 2. On the Change Document Library Settings page, in the Name and Description section, in the Document library description box, you can change the description for the document library. If you are a server farm administrator, you can change the name in the Document library friendly name box. 3. In the Document Library Contact section, you can do the following: 1. In the Contact name box, change the name of the user or group to which you are assigning overall responsibility for the document library. 2. In Contact e-mail address box, change the e-mail address for the contact. The contact e-mail address can be that of an individual user or a group. This e-mail address is used as the reply-to address for e-mail messages sent by the document library during document approval routes. 4. In the Specify version limit check box, you can change the limit in the Number of versions to retain box.
Note This setting does not affect the number of minor versions retained. 5. In the Document Library Tasks section, there are links from which you can do the following: o Manage document library security. For more information, see Manage Security for a Backward-Compatible Document Library. o Manage document profiles. For more information, see Create a Document Profile. o Manage content sources. For more information, see Managing Content Sources. Note If you click the links to navigate away from the Change Document Library Settings page before saving your changes, you may lose the changes. 6. Click OK. 2003 Microsoft Corporation. All rights reserved.
How It Works
The Microsoft SharePoint Timer service controls when the public folder is checked for new attached documents. When the SharePoint Timer service event runs, the service checks the public folder for new documents and inserts them into the document library. The SharePoint Timer service simply inserts documents. It does not update, overwrite, or delete documents. If the same document is added to the public folder more than once, it will also appear more than once in the document library. However, each document in the document library will have a unique file name (which is automatically generated by adding numbers, such as "1", to the end of the file name, so that filename.doc when added again becomes filename1.doc). You can use this feature with any document library, or any list based on a document library template such as a custom document library, except picture library, which is not supported. The data sent to the document library along with the document is fixed. Any additional fields (even required fields) that you specify in the document library properties are ignored when documents are inserted.
For more information about managing public folders and managing user access in Exchange 2000, see the Microsoft Exchange 2000 documentation.
5. In the E-Mail-Enabled Document Libraries section, next to Document libraries on this virtual server can accept e-mail attachments, click Yes. 6. In the Public folder server and root path box, type the path to the root folder on the Exchange server that hosts public folders. Note You must specify the server name for the public folder server, not the fully-qualified domain name. For example, use http://server_name/public, not http://server_name.domain.company_name.com/public. 7. Under Check for new e-mail in the public folder, specify how frequently the public folders are checked for attachments by selecting one of the following: o Every ___ minutes Type the number of minutes to wait before checking again. o Hourly between ___ and ___ minutes past the hour Type the times between which you want to check. For example, between 10 and 20 past the hour would specify that the public folder is checked at a random time between 1:10 and 1:20, 2:10 and 2:20, and so on. Specifying the range allows each Web server to process e-mail attachments at different times within the range, so that all of the front-end Web servers in a server farm do not check the Exchange server at the same time. o Daily between ___ and ___ Type the times between which to process daily e-mail attachments. The default value is hourly, between 0 and 59 minutes past the hour. 8. Click OK. If this feature has been enabled at the virtual server level, any administrator (or other user with the Manage Lists Permissions right) of any site on that virtual server can configure a document library to link to a public folder. Configure a document library to allow e-mail insertion 1. Navigate to the document library you want to use. 2. Under Actions, click Modify settings and columns. 3. Under General Settings, click Change advanced settings. 4. On the Document Library Advanced Settings: Library name page, under E-Mail Settings, in the Public folder address box, type the path to the Exchange public folder you want to link to. This path is relative to the path specified on the Virtual Server General Settings page. For example, if the virtual server has http://server_name/public as the root path for public folders, and the full path to the folder is http://server_name/public/folder_name, you would type /folder_name in the Public folder address box. 5. Click OK. 2003 Microsoft Corporation. All rights reserved.
table explains the rights required to work with discussion comments within different environments in a Web site: Right Required Right Required (Web Right Required (List Action (Document or Site Page) View and Form pages) Attachment) View discussions View Pages View Items View Items Insert a discussion Add and Customize Pages Add Items Manage Lists Edit a discussion Edit Items Edit Items Manage Lists Delete a discussion Delete Items Delete Items Manage Lists Close a discussion Add and Customize Pages Manage Lists Manage Lists Close an item and replies Add and Customize Pages Manage Lists Manage Lists Activate a discussion Add and Customize Pages Manage Lists Manage Lists For more information about which site groups include these rights, see User Rights and Site Groups. Anyone with rights to view discussions (from View items on up) can close his or her own discussion items. When discussions are marked closed, they are not deleted from the database, and therefore there is no risk of losing important information. If the discussion is needed again, it can be restored by using the Activate command.
Adding accounts and groups to the Reader site group for personal sites You can decide which users can view personal sites by adding accounts and groups to the Reader site group. 1. Click Site Settings, and then in the User Profile, Audiences, and Personal Sites section, click Manage personal sites. 2. On the Manage Personal Sites page, in the Default Reader Site Group section, type the accounts or groups that you want to add to the Reader site group in the text box, separating accounts and groups by using commas. 3. You can also select accounts or groups to add to the Reader site group by clicking Edit. The Default Reader Site Group page appears. On the Default Reader Site Group page, in the Find by list, click the option for the name or alias of the user or security group for which you are searching. Type the text for the name or alias for which you are searching, and click Find. All names or aliases starting with that text are returned in search results. In the Results box, click the users or aliases that you want to add, and then click Add. Search for and add as many users as you want, and then click OK.
4. 5. 6. 7.
The Default Reader Site Group page is closed. 8. Click OK. Managing site settings for individual personal sites 1. On the navigation bar, click Site Settings. 2. On the Site Settings page, in the User Profile, Audiences, and Personal Sites section, click Manage profile database. 3. On the Manage Profile Database page, in the Profile and Import Settings section, click View user profiles. 4. Click the account name for the personal site that you want to manage, and then click Manage Personal Site .
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About My Site 2003 Microsoft Corporation. All rights reserved.
Note Users can also see targeted content on the home page of the portal site and in areas in the portal site map. Content added to the Home area is displayed on the home page of the portal site. Targeted content added to other areas appears in only those areas in the portal site map. Though as an administrator you can manage targeted content for personal sites from the portal site map just as you do targeted content for the default portal page, you can also manage targeted content from the Targeted Links on My Site page. This page is a list view of all listings in that area.
Views
By default, the Targeted links on My Site page uses a view that organizes all of the content targeted to personal sites by groups. You also have the following views: All Items This view shows all items. New Requests This view shows items that are requested by users, but not yet rejected or approved. Rejected Content This view shows items that are rejected. Archived Content This view shows expired items that you are saving, possibly to use again at a later date. Expired Content This view shows items that passed their expiration date, and have yet to be deleted or moved to the archive. Suggestions This view shows items that are suggested as being relevant to this area by the topic assistant. You can change the status of any item from the menu that appears when you select each item. Add an item to target to audiences in personal sites 1. Click Site Settings, and in the Portal Site Content section, click Manage targeted links on My Site. 2. On the Targeted links on My Site page, click Add Listing to target a link to the Links for You Web Part on My Site. 3. On the Add Listing page, in the Title and Description section, type a title and description for the listing.
4. In the Content section, for existing items, click Existing listing and type the address for the location of the item. If you are adding a completely new item, click Add a listing by entering text and then click Open Text Editor. Type and format the text for the item, and then click OK. 5. In the Group section, you can click the group to which you want to assign this listing. By default, listings are in the General group. The other group options are Best Bet and Expert. 6. In the Image section, you can decide to type an address for an image to represent this listing when it appears in the portal site. 7. In the Audience section, select the audience you want to target from the Available audiences list, and then click Add. Note If the list of available audiences is long, you can type part of the audience name into the Find audiences that start with text box to go directly to the audience in the list. You can select more than one audience. 8. On the Add Listing page, click OK. Edit an item to target to audiences in personal sites 1. On the Targeted links on My Site page, click the arrow next to the item you want to edit, and then click Edit. 2. On the Change Settings page, in the Title and Description section, you may change the title and description. 3. In the Address section, you may change the location of the listing if the listing has moved. 4. In the Location section, Targeted links on My Site is selected. Do not change this setting if you want this item to be targeted to the Links for You Web Part on My Site. Note If this is a news item that you would prefer to target to the News for You Web Part, click Change location and then select the News area or one of its subareas. If it's an item you want to target to the home page of the portal, you can change the area to Home or one of its subareas. If you change this to any other area, this item is not targeted to any users on the home page or in My Site. 5. Click the Publishing tab to change the dates during which the item is targeted, as well as to set the approval status of the item. 6. To target this item to another audience, click the Display tab, and then in the Audience section, select the new audience you want to target from the Available audiences list and click Add. To stop targeting an audience, select it and click Remove. You can also change the group and image for this listing from this tab. 7. Click the Search tab, and then click Yes to include this listing in search results. To remove this listing from search results, click No. 8. Click OK. Add a person In addition to documents, news, and other items, you can target user profiles for certain people in your organization to a specific audience. This is a useful way to provide information to a team about a manager or new employee. 1. In the Actions list, click Add Person. 2. On the Add Person page, in the Name and Description section, click Select person. 3. On the Select a person page, in the Find by section, click name of user to search by the display name of the user, or alias of user to search by the account name, and then type the name for which to search. 4. Click Find. The names that match your search appear in the Results list. 5. Click the name of the person you want to add, and then click Add. 6. Click OK. 7. On the Add Person page, type a description, assign the person to a group, and target an audience just as you would with any other listing. 8. Click OK.
Note Editing a person is exactly like editing any other targeted item in the portal.
Related Topics
Add a News Item to the Portal SiteUse Audiences to Target ContentTarget an Item to an Audience Show Targeted Items to Portal Users About My Site 2003 Microsoft Corporation. All rights reserved.
5. Restore the encryption key, if you have configured the single-sign on service.
2. 3. 4. 5. 6. 7. 8.
Index management or job server restore data to a server with the same name 1. Remove the index management server from the server farm topology by removing it from the component assignments. 2. Remove the index management server from the server farm. 3. Install SharePoint Portal Server on the newly built server. 4. Add the index management server to the server farm. 5. Add the index management server to the server farm topology by adding it to the component assignments. Add it as a content index server and as the job server, if applicable. 6. Restore the index management components to the server. 7. If the server is also a job server, and you are using the single sign-on service in your deployment, configure the single sign-on service, and then restore the encryption key. Index management or job server restore data to a server with a new name 1. Install SharePoint Portal Server on the newly built server. 2. Add the index management server to the server farm. 3. Add the index management server to the server farm topology by adding it to the component assignments. Add it as a content index server and as the job server, if applicable. 4. Remove the old index management server from the server farm topology by removing it from the component assignments.
5. Remove the old index management server from the server farm. 6. Restore the index management components to the server. 7. If the server is also a job server, and you are using the single sign-on service in your deployment, configure the single sign-on service, and then restore the encryption key. Database server restore data to a server 1. Disconnect each server in the server farm from the configuration database. 2. Install SQL Server 2000 Service Pack 3 on the server for the configuration database, if necessary. 3. Re-create the configuration database on the server using the SharePoint Portal Server Central Administration pages. 4. Re-connect all servers to the newly created configuration database and assign proper components to each server. 5. On all front-end Web servers, un-extend the virtual servers used previously by portal sites. 6. Restore the portal sites, including site databases, user profile databases, and services databases for the server from the backup image. Note If some of these databases are on other servers, those servers must be reconfigured for the deployment of SharePoint Portal Server 2003. 7. Restore the single sign-on database from the backup image and then reconfigure the single sign-on service, if you are using the single sign-on service in your deployment. 8. On each Web server, open a command prompt and type iisreset. Database server migrate a single server installation using SQL Server 2000 Desktop Engine to a SQL Server 2000 server on a server farm 1. Back up everything on your existing database server. 2. Install SharePoint Portal Server on the newly built server, choosing the SQL Server 2000 option. 3. Create a configuration database. 4. Restore all of your components. Use the Edit button on the Restore tab to specify the settings for each component, including the new name for the server. Server farm restore data to all servers on the farm Data is restored to servers using the same name as the failed servers. 1. Install SharePoint Portal Server on each newly built server. Note You do not need to install SharePoint Portal Server on the database server. 2. Install the server and client components for backward-compatible document libraries on the newly built document library server. 3. Configure the farm topology but add only one Web server. 4. Restore the data. Use the Edit button on the Restore tab to specify the server for the restore operation. Backup and restore will recreate portal sites, SharePoint sites, and document libraries. Note During restore, you will be asked to provide virtual server names and port numbers for portal sites and server names for document libraries. It is strongly recommended that you use the same settings for both portal sites and document libraries, which are provided by default. If you change the virtual server name for the portal site or the server name for the document library associated with that site, you will have to manually reconnect the document library in SharePoint Portal Server Central Administration. Using the same settings also ensures that other applications referring to the portal site can still access the portal site. 5. Configure the single sign-on service, if it is part of your deployment. 6. Restore the encryption key, if you have configured the single-sign on service.
7. Add additional Web servers and extend the IIS virtual server for each site. Restore data to the Web server If at least one Web server on the server farm is still active, add additional Web servers to the server farm and extend the IIS virtual server for each site. Restore data to the search server 1. Install SharePoint Portal Server on the newly built server. You can use a server with the same name as the failed server or with a new name. 2. Add the search server to the server farm. Note If a different name was used for the new server, the old server should be removed from the server farm. 3. Add the search server to the server farm topology by adding it to the component assignments.
Related Topics
Backing Up DataRestoring DataChanging Component Assignments for the Server FarmRemoving a Server from the Server FarmAdding a Server to the Server FarmSpecifying Configuration Database SettingsDeleting a Document LibrarySpecifying Settings for Single Sign-On and Application Definitions 2003 Microsoft Corporation. All rights reserved.
Backing Up Data
You can back up all server farm components or individual components. Important You must install the Microsoft SQL Server 2000 client tools on the front-end Web server from which you run the backup and restore process in a server farm. To back up or restore an image successfully, the following accounts must have access to the directory containing the backup files: The service account for SQL Server must have write access to the directory. The search service and database access accounts for search must have write access to the directory. The current user must have write access to the directory. The current user must also have the following rights: The user is a member of the Local Administrators group on the document library server. The user is a member of the SPS_WPG group or Administrators group on the content index servers. The user is a member of the db_owner database role on the configuration database and site databases.
Back Up Data
1. Click Start, point to All Programs, point to SharePoint Portal Server, and then click SharePoint Portal Server Data Backup and Restore. The Microsoft Office SharePoint Portal Server 2003 Backup and Restore dialog box opens. 2. Click the Backup tab. 3. In the Backup location and name box, do the following: 1. Type or browse to the location where you want to store the backup files. 2. After the folder name, type the file name that will be the prefix for each backup file. 4. In the tree view, expand Available components by clicking the plus sign. 5. Click the components that you want to back up. 6. In the Backup comment box, type a comment. 7. Optionally, select the Overwrite existing files check box. 8. Click Backup. 9. On the successful completion message box, click OK.
You must choose one of the following for the type of data to back up: /all Backs up all data from all portal sites and team databases./teamdbs Backs up all team databases. /ssodb Backs up all data from single sign-on databases./doclib Backs up all data from document libraries./portal portalUrl Backs up the portal site with the specified portalUrl. You may also add the following optional parameter to the /portal portalUrl parameter:/service Backs up a specific service, either sitedbs or index. The following parameters are added next:/file backupfilepath\fileprefix This required parameter specifies the files that contain the backup image. backupfilepath is the directory to the location of backup files, and fileprefix is the first few characters in the file names of the backup files./overwrite This optional parameter overwrites any previous backup image. o Run the backup and restore program with the following command line parameters: spsbackup /DMLocalPath LocalPath LocalPath is the local path of the document library server where you want to temporarily hold the backup image. 2003 Microsoft Corporation. All rights reserved.
Restoring Data
You can restore all server farm components or individual components. Important You must install the Microsoft SQL Server 2000 client tools on the front-end Web server from which you run the backup and restore process in a server farm. To back up an image successfully, the following accounts must have write access to the directory containing the backup files. To restore an image, the following accounts must have read access: The service account for SQL Server The search service and database access accounts for search The current user The current user must also have the following rights: Membership in the local administrators group on the document management server Administrator rights on the database server, either as a member of the local administrators group or as a member of the SQL Server 2000 System Administrators server role
Note Some information is not restored, and must be configured after restore has completed. This includes proxy settings, the configuration database, e-mail settings, and various registry settings described in the documentation. Alternate access settings are not backed up, but are stored by the configuration database. If you restore to the same deployment and the configuration database is on a different server in that same deployment, these settings will be intact. Otherwise, you will have to reconfigure alternate access settings. Information on front-end Web servers is not backed up and restored by this procedure, and should be backed up manually. This includes custom templates, assemblies, Web parts, and style sheets.
Restore data
1. On the taskbar, click Start, point to All Programs, point to SharePoint Portal Server, and then click SharePoint Portal Server Data Backup and Restore. The Microsoft Office SharePoint Portal Server 2003 Backup and Restore dialog box opens. 2. Click the Restore tab. 3. In the Manifest file box, specify the location of the manifest file. You can also click Browse to find the location of the manifest file. The manifest file is the XML file that is in the directory that you specified for the backup files when you backed up the server. The file name is the prefix you specified for the backup file names. For example, if the file name you specified as the prefix for the backup file names was Adventure, the name of the manifest file would be Adventure.XML. 4. In the tree view, expand Available components by clicking the plus sign. 5. Click the components that you want to restore. Components that are ready to be restored are labelled as Ready in the Restore Item column. If a component is labelled as Parameters Needed, you cannot select the check box for the component. You must click the component, click Edit, and then provide the missing parameters.
If a component is labelled as Dependent Item, you must first select the check box for the component on which it is dependent. This is typically the SITEDBS component corresponding to the portal site. 6. Click Restore. Caution Restore will overwrite existing data. Ensure that you have verified that each backup image corresponds to the correct component.
Important When you restore the document library component, it restores all of the document libraries in the most recent backup image. Document libraries created since the most recent backup are not included, and will be lost. Make sure that you backup all document libraries before restoring the document library component. 7. On the confirmation message box, click OK. 8. On the successful completion message box, click OK. 2003 Microsoft Corporation. All rights reserved.
Optimizing Performance
Additional information about this feature will be provided on the Web. For the latest information, see SharePoint Portal Server on Office Online. 2003 Microsoft Corporation. All rights reserved.
4. On the Virtual Server Settings page, under Virtual Server Management, click Virtual server general settings. 5. On the Virtual Server General Settings page, in the Event Handlers section, next to Event handlers are, select On. 6. Click OK. After the feature is enabled, you can write code to handle the events, and then specify the code to use for a particular document library in the document library settings. Enable document library events for a specific document library 1. On the appropriate Web site, navigate to the document library you want to monitor. 2. Under Actions, click Modify columns and settings. 3. Under General Settings, click Change advanced settings. 4. In the Event Handler section, in the Assembly name box, type the strong name of the assembly containing the event handler class. 5. In the Class Name box, type the full class name for the event handler. Note The Class Name value is case sensitive. 6. In the Properties box, list any appropriate properties for the event handler. 7. Click OK. Note Be aware that event settings are preserved when a document library is saved as a list template. For more information about templates, see "Working with Templates" in the Windows SharePoint Services Administrator's Guide. 2003 Microsoft Corporation. All rights reserved.
Event ID Description contains Response Event Event Type Event Source Event Category Event ID Description contains Response
1000 substring '#50068' Change the content database Web site capacity settings or add more content databases. Database capacity warning reached Warning Windows SharePoint Services 2.0 None 1000 substring '#50069' Either change the content database Web site capacity settings or add more content databases.
Services Events
When the following errors occur with Web parts, the SharePoint Timer Services, STSWel, or W3WP, they should be investigated and troubleshooted. When these events occur, Windows SharePoint Services services are still available but certain components on one server may not be functioning normally. Error Web Part rendering failure Provider Name Application Provider Type Windows NT Event Log Event Type Error Source Name Windows SharePoint Services 2.0 Description contains Substring 'VerifySafeControls failed for guid Error Provider Name Provider Type Event Number Event Type Source Name Description contains Error Provider Name Provider Type Event Number Event Type Source Name Description contains Error Provider Name Provider Type Event Number Event Type Source Name Description contains Web Part unsafe control detected Application Windows NT Event Log 1000 Error Windows SharePoint Services 2.0 Substring 'Unsafecontrol exception (GetTypeFromGuid)' OWSTimer and STSWel error Application Windows NT Event Log 1000 Error Windows SharePoint Services 2.0 Substring owstimer.exe W3WP error Application Windows NT Event Log 1000 Error Windows SharePoint Services 2.0 Substring w3wp.exe
HTML transformation server is an optional component for a server farm running Windows SharePoint Services. An HTML transformation server runs an HTML viewer service such as Microsoft Office 2003 HTML Viewer. If an HTML transformation server is configured, the events in this category should be configured and monitored. Event HTML launcher started Provider Name Application Provider Type Windows NT Event Log Source Name Microsoft.Office.HtmlTrans.Launcher Description contains substring 'start' Event Provider Name Provider Type Event Number Source Name Description contains Event Provider Name Provider Type Event Number Source Name Description contains Event Provider Name Provider Type Event Number Source Name Description contains Event Provider Name Provider Type HTML load balancer stopped Application Windows NT Event Log 0 Microsoft.Office.HtmlTrans.LoadBalancer Substring 'stop' HTML launcher1 stopped Application Windows NT Event Log 0 Microsoft.Office.HtmlTrans.Launcher Substring 'stop' HTML load balancer 1 started Application Windows NT Event Log 0 Microsoft.Office.HtmlTrans.LoadBalancer Substring 'start' HTML transformation server CPU usage Processor - % Processor Time-_Total-3.0-minutes Windows NT Performance Counter
All servers All servers All servers All servers All servers All servers All servers
Memory: % Committed Bytes in Use > 80% Memory: Available Mbytes < 50MB Processor: % Processor Time: _Total (CPU Utilization) > 80% Current Connections - Error 2000 Disk usage <10% System: Processor Queue Length > 10 Memory Pages/second >220
You can also create a script to ping each front-end Web server to make sure that each port is responding, including the SharePoint Central Administration port. You can use the MOM scripts to create a URL monitoring rule and script to do this automatically. Note that the monitoring accounts must be able to access each port to be able to ping them. If you want to understand the system load and service usage status for each server, you can also monitor the following System Monitor counters. Server Type Perfmon Counter Process (w3wp)\% Processor Time Front-end Web server Process (w3wp)\Private Bytes Process (w3wp)\Working Set Front-end Web server Process (w3wp)\Handle Count Front-end Web server .NET CLR Memory\# Bytes in All Heaps Front-end Web server .NET CLR Memory\Large Object Heap Size Front-end Web server .NET CLR Memory\% Time in GC Front-end Web server ASP.NET\Worker Process Restarts Back-end database server Process(sqlservr)\% Processor Time Back-end database server Process(sqlservr)\Working Set Back-end database server SQLServer:General Statistics\User Connections Back-end database server SQLServer:Locks\Number of Deadlocks/sec Back-end database server SQLServer:Locks\Lock Waits/sec Back-end database server SQLServer:Locks\Lock Wait Time (ms) Back-end database server SQLServer:SQL Statistics\Batch Requests/sec 2003 Microsoft Corporation. All rights reserved.
Related Topics
Customize Your SiteModify Shared Web PartsModify Pages on My Site 2003 Microsoft Corporation. All rights reserved.
name, style sheet location, thumbnail, preview, and description of each theme that is available through the browser. This XML file is used to render the theme selection page. You can modify this XML file (by opening it in any editor, such as Notepad) to include a custom theme on the Apply Theme to Web page. You must be a member of the local administrators group for the server to edit this file. For more information about creating a theme and adding it to the list of themes in Office FrontPage 2003, see the Office FrontPage 2003 Help system. Add a custom theme to the list of available themes 1. On the top link bar, click Site Settings. 2. In the Customization section, click Apply theme to site. 3. In the Address bar on the browser, replace the file name themeweb.aspx with spthemes.xml. 4. For example, if the Address bar showed http://server_name/_layouts/1033/themeweb.aspx, you would change the path to http://server_name/_layouts/1033/spthemes.xml. 5. Edit the XML file and add a new section for your custom theme, similar to the following: - <Templates> <TemplateID>newtemplateid</TemplateID> <DisplayName>NewTemplateDisplayName</DisplayName> <Description>Description</Description> <Thumbnail>../images/image.png</Thumbnail> <Preview>../images/image.gif</Preview> </Templates> For more information about customizing Web site elements in a Windows SharePoint Servicescompatible Web page editor, see the Help system for the Web page editor.
Perform administrative tasks such as creating Web sites, adding users, creating roles, and so on.
For more information about advanced customizations, see the Windows SharePoint Services Software Development Kit. 2003 Microsoft Corporation. All rights reserved.
Customizing Help
Web sites based on Microsoft Windows SharePoint Services are fully customizable you can add any type of Web page to the site, and all kinds of interactive content to the pages. To complement this flexibility in the site, the Help system for Windows SharePoint Services was designed to be customizable. So, when you customize the pages available on a Web site, you can also customize the Help available for those pages by adding topics that contain information specific to your organization. For example, you might want to customize Help when: You change the behavior of a default Web site page and want to explain how users can interact with the modified page. You add a new page to the site with a form that users must fill out and you want to provide assistance for particular fields in the form. You want to explain your organization's Web site policies, processes, or structure to new users of the site. You must have administrator rights to the server computer to add topics to the Windows SharePoint Services Help system.
The Help system for Windows SharePoint Services consists of Help topic files plus special files such as the table of contents, index, glossary, and other files. When you add custom content to the Help system, consider updating these special files as well to contain references to your new content.
Related Topics
For more information about creating or customizing templates, see "Working with Templates" in the Windows SharePoint Services Administrator's Guide. For more information about distributing Web Parts, see Managing Web Parts on Virtual Servers. 2003 Microsoft Corporation. All rights reserved.
Character Limitations
The following sections contain the character limitations that apply to various user-specified parameters in Microsoft Office SharePoint Portal Server 2003.
Portal Site
Portal site name The portal site name is limited to 80 Unicode characters. The portal site name can consist of all alphanumeric characters except for the following: \ / : * ? " < > | Portal site description The portal site description is limited to 200 Unicode characters. The portal site description can consist of all alphanumeric characters, as well as the following: # % * + \ | " ? $ @ [ ] { } Portal site logo The URL for the portal site logo is limited to 256 ASCII characters. The URL for the portal site logo can consist of all alphanumeric characters except for the following: # % * + \ | " ? > < $ @ [ ] { } The following file formats are supported for the graphics file: .gif, .bmp, .jpg, and .png. TIFF files are not supported. Portal site URL The URL for the portal site is limited to 255 characters for the entire URL, including virtual directories. Account name for portal site owner The account name is limited to 128 characters. E-mail address for portal site owner The e-mail address is limited to 255 characters. Location for creating SharePoint sites The URL for creating sites from the Site Directory is limited to 2,048 ASCII characters. In addition, no component of the URL, such as the virtual directory or virtual server, can exceed 128 characters. The URL must end with /_layouts/language/scsignup.aspx.
Content Index
Content index name The content index name must be less than 50 characters. The content index name cannot contain the following characters: + ~ # ' % * ( ) = [ ] { } | \ " < > . ? / @ & or the euro symbol or a space. 2003 Microsoft Corporation. All rights reserved.
Command-Line Operations
This topic lists and explains the operations you can perform with Stsadm.exe. For detailed information about the required and optional parameters, including short forms of the parameters, see Command-Line Parameters. For more information about using the command-line tool, see "Introducing the Administration Tools for Windows SharePoint Services" in the Windows SharePoint Services Administrator's Guide. Note To use stsadm.exe, you must be a member of the local Administrators group for the server computer. You can also get a list of the command-line operations by typing stsadm.exe -help on the command line. Syntax help for specific operations is available by typing stsadm.exe -help <operation name>. Operations in This Topic addpath addtemplate adduser addwppack backup binddrservice createadminvs createsite createsiteinnewdb createweb deleteadminvs deleteconfigdb deletepath deletesite deletetemplate
deleteuser deleteweb deletewppack disablessc disablestsisapis email enablessc enablestsisapis enumroles enumsites enumsubwebs enumtemplates enumusers enumwppacks extendvs
extendvsinwebfarm getadminport getproperty removedrservice renameweb restore setadminport setconfigdb setproperty siteowner unextendvs uninstall upgrade userrole
addpath
Adds a defined path (inclusion or exclusion) to a virtual server. For more information, see Managing Paths. Required parameters Optional parameters -url <none> -type Sample syntax:
stsadm.exe -o addpath -url <url> -type <exclusion/explicitinclusion/wildcardinclusion>
addtemplate
Adds a site template to the template gallery. Note If you want the changes to the template list to take effect immediately, run the iisreset command after you run the addtemplate operation. Required parameters Optional parameters
adduser
Adds a user account to the specified site and assigns it to the specified site group. Use the siteadmin parameter to register the user as the site administrator. Required parameters Optional parameters -url -userlogin -useremail -role -username Sample syntax:
stsadm -o adduser -url <url> -userlogin <DOMAIN\username> -useremail <someone@example.com> -role <site group name> -username <user's display name> [-siteadmin]
-siteadmin
addwppack
Adds a Web Part package to your server Web Part gallery. Use the globalinstall parameter to install the Web Parts in the global assembly cache (GAC) rather than in the Bin directories of each virtual server. Assemblies installed in the GAC are available to all applications on the server. The url parameter optionally specifies the URL of the virtual server on which to install the Web Parts. To install the Web Parts on every virtual server on a server, omit theurl parameter. Use the force parameter to overwrite an existing Web Part package with a new version, or to repair a Web Part package by reinstalling it. Use the lcid parameter to specify a language for the Web Part package. Use filename to specify the path to the cabinet file containing the Web Parts and associated resources. If the Web Part package has already been installed on another server in a server farm configuration, you can install the Web Part package from the configuration database by using the name parameter. Required parameters Optional parameters -url -globalinstall either -filename or -name -force -lcid Sample syntax:
stsadm.exe -o addwppack -filename <Web Part Package filename> [-url <url> -globalinstall -force -lcid <language>]
backup
Creates a backup of the site at the specified URL. Use the overwrite parameter to replace an existing backup file. Required parameters Optional parameters -url -overwrite -filename Sample syntax:
stsadm.exe -o backup -url <url> -filename <filename> [-overwrite]
binddrservice
Registers a data retrieval service for the list of data retrieval services that pertain to a specific setting on the Data Retrieval Services Settings page. Specify the service name and then the setting. Settings include enabled, responsesize, timeout, and update. Required parameters Optional parameters -servicename <none> -setting Sample syntax:
stsadm.exe -o binddrservice -servicename <service name> -setting <enabled/responsesize/timeout/update>
createadminvs
Creates the administration virtual server for Microsoft Windows SharePoint Services. Use the admapid... parameters to create a new application pool for IIS, or to specify the application pool to use for the administration virtual server. Required parameters Optional parameters -admapcreatenew -admapidname <none> -admapidtype -admapidlogin -admapidpwd Sample syntax:
stsadm.exe -o createadminvs [-admapcreatenew] [-admapidname <app pool id>] [-admapiptype <configurableid/NetworkService/LocalService/LocalSystem>] [-admapidlogin <app pool user account>] [-admapidpwd <app pool password>]
createsite
Creates a site at the specified URL with the specified user as owner and administrator. If you do not specify the template to use, the owner can choose the template when he or she first browses to the site. Required parameters Optional parameters
-ownername -lcid -url -sitetemplate -ownerlogin -title -owneremail -description -quota Sample syntax:
stsadm.exe -o createsite -url <url> -ownerlogin <DOMAIN\username> -owneremail <someone@example.com> [-ownername <display name>] [-lcid <language>] [-sitetemplate <site template>] [-title <title>] [-description <description>] [-quota <quota template>]
Note You must specify the -lcid option when using a non-English template.
createsiteinnewdb
Creates a site at the specified URL and creates a new content database with the username and password you specify. If you do not specify the template to use, the owner can choose the template when he or she first browses to the site. Required parameters Optional parameters -ownername -databaseuser -databasepassword -databaseserver -databasename -url -lcid -ownerlogin -sitetemplate -owneremail -title -description -secondarylogin -secondaryemail -secondaryname Sample syntax:
stsadm.exe -o createsiteinnewdb -url <url>
This document is created with the unregistered version of CHM2PDF Pilot -ownerlogin <DOMAIN\username> -owneremail <someone@example.com> [-ownername <owner's name>] [-databaseuser <databaseusername>] [-databasepassword <databasepassword> [-databaseserver <databaseserver>] [-databasename <databasename>] [-lcid <language>] [-sitetemplate <site template>] [-title <title>] [-description <description>] [-secondarylogin <DOMAIN\username>] [-secondaryemail <someone@example.com>] [-secondaryname <secondary owner's name>]
Note You must specify the -lcid option when using a non-English template.
createweb
Creates a subsite at the specified URL. If you do not specify the template to use, the owner can choose the template when he or she first browses to the site. Use the unique parameter to specify unique permissions for the subsite. Required parameters Optional parameters -lcid -sitetemplate -url -title -description -unique Sample syntax:
stsadm.exe -o createweb -url <url> [-lcid <language>] [-sitetemplate <site template>] [-title <title>] [-description <description>] -unique]
Note You must specify the -lcid option when using a non-English template.
deleteadminvs
Deletes the administration virtual server for Windows SharePoint Services. Required parameters Optional parameters <none> <none> Sample syntax:
stsadm.exe -o deleteadminvs
deleteconfigdb
Deletes the configuration database for Windows SharePoint Services. Required parameters Optional parameters <none> <none> Sample syntax:
stsadm -o deleteconfigdb
deletepath
Removes an included or excluded path from the list of paths managed by Windows SharePoint Services.
deletesite
Deletes the specified site. To delete users from Active Directory directory services, specify true for the deleteadaccounts parameter. Required parameters Optional parameters -url <none> -deleteadaccounts Sample syntax:
stsadm.exe -o deletesite -url <url> -deleteadaccounts <true/false>
deletetemplate
Deletes the specified site template. Required parameters -title Sample syntax:
stsadm.exe -o deletetemplate -title <template title> [-lcid <language>]
deleteuser
Deletes the specified user. Required parameters -url -userlogin Sample syntax:
stsadm -o deleteuser -url <url> -userlogin <DOMAIN\username>
deleteweb
Deletes the specified subsite. Required parameters -url Sample syntax:
stsadm.exe -o deleteweb -url <url>
deletewppack
Removes the Web Parts in a Web Part package from a virtual server. When you delete the last instance of a Web Parts package on a server or server farm, Stsadm.exe also deletes the Web Part package from the configuration database.
The parameter name specifies the name of the Web Part package. The parameter url optionally specifies the URL of the virtual server on which to delete the Web Parts. If url is omitted, Stsadm.exe deletes the Web Parts from the Bin folder of every virtual server on the server or from the global assembly cache. Use the lcid parameter to remove a particular language version of a Web Part package. Required parameters Optional parameters -url -name -lcid Sample syntax:
stsadm -o deletewppack -name <name of Web Part package> [-url <url> -lcid <language>]
disablessc
Disables Self-Service Site Creation for the specified virtual server. Required parameters Optional parameters -url <none> Sample syntax:
stsadm -o disablessc -url <url>
disablestsisapis
Disables the Windows SharePoint Services ISAPI extensions. This operation is used by the Setup program for Windows SharePoint Services. Required parameters Optional parameters <none> <none> Sample syntax:
stsadm -o disablestsisapis
email
Sets the e-mail configuration settings for your server, or for a specific virtual server (when you use the url parameter). Required parameters Optional parameters -outsmtpserver -fromaddress -url -replytoaddress -codepage Sample syntax:
stsadm.exe -o email -outsmtpserver <SMTP server> -fromaddress <someone@example.com> -replytoaddress <someone@example.com> -codepage <codepage> [-url <url>]
enablessc
Enables Self-Service Site Creation for the specified virtual server. Required parameters Optional parameters -url -requiresecondarycontact Sample syntax:
stsadm -o enablessc -url <url> [-requiresecondarycontact]
enablestsisapis
Enables the Windows SharePoint Services ISAPI extensions. This operation is used by the Setup program for Windows SharePoint Services. Required parameters Optional parameters <none> <none> Sample syntax:
stsadm -o enablestsisapis
enumroles
Lists the site groups that are available for use in a particular site or subsite. Required parameters Optional parameters -url <none> Sample syntax:
stsadm -o enumroles -url <URL>
enumsites
Lists all of the sites that have been created under a particular virtual server. The url parameter must be the URL of a virtual server. Required parameters Optional parameters -url <none> Sample syntax:
stsadm -o enumsites -url <URL>
enumsubwebs
Lists the subsites that have been created under a particular site. Required parameters Optional parameters -url <none> Sample syntax:
stsadm -o enumsubwebs -url <URL>
enumtemplates
Lists the site templates that are available. Required parameters <none> Optional parameters -lcid
Sample syntax:
stsadm.exe -o enumtemplates [-lcid <language>]
enumusers
Lists the users of a particular site or subsite. Required parameters -url Sample syntax:
stsadm.exe -o enumusers -url <url>
enumwppacks
Lists the Web Part Packages currently in your server Web Part gallery. Required parameters Optional parameters -name <none> -url Sample syntax:
stsadm -o enumwppacks [-name <name of Web Part Package>] [-url <URL>]
extendvs
Extends a virtual server with Windows SharePoint Services and creates a new content database. Note Extending a virtual server creates a site but does not require the createsite parameter. Use the donotcreatesite parameter if you do not want to create a site when you extend the virtual server. Required parameters Optional parameters
-ownername -databaseuser (du) -databaseserver (ds) -databasename (dn) -databasepassword (dp) -url -ownerlogin -owneremail -lcid -sitetemplate -donotcreatesite -apcreatenew -apidname -apidtype -apidlogin -apidpwd Sample syntax:
stsadm -o extendvs -url <url> -ownerlogin <DOMAIN\username> -owneremail <someone@example.com> [-ownername <display name>] [-du <database user>] [-ds <database server>] [-dn <database name>] [-dp <database user password>][-lcid <lcid>] [-sitetemplate <site template>] [-donotcreatesite] [-apcreatenew] [-apidname <app pool name>] [-apidtype <configurableid/NetworkService/LocalService/LocalSystem>] [-apidlogin <DOMAIN\username>] [-apidpwd <app pool password>]
extendvsinwebfarm
Extend a virtual server with Windows SharePoint Services for use in a server farm. This operation does not create a new content database, but allows you to connect to an existing virtual server (vsname) and use the same content database. Required parameters Optional parameters -apcreatenew -apidname -url -apidtype -vsname -apidlogin -apidpwd
Sample syntax:
stsadm -o extendvsinwebfarm -url <url> -vsname <virtual server name> [-apcreatenew] [-apidname <app pool name>] [-apidtype <configurableid/NetworkService/LocalService/LocalSystem>] [-apidlogin <DOMAIN\username>] [-apidpwd <app pool password>]
getadminport
Returns the administration port for Windows SharePoint Services. Required parameters Optional parameters <none> <none> Sample syntax:
stsadm -o getadminport
getproperty
Returns the property value for the specified property name. For a list of valid properties, see Command-Line Properties. Required parameters Optional parameters -propertyname (pn) -url Sample syntax:
stsadm -o getproperty -pn <property name> [-url <url>]
removedrservice
Removes a data retrieval service from the list of data retrieval services that pertain to a specific setting on the Data Retrieval Services Settings pages. Specify the service name, and then the setting. Settings include enabled, responsesize, timeout, and update. Required parameters Optional parameters -servicename <none> -setting Sample syntax:
stsadm.exe -o removedrservice -servicename <service name> -setting <enabled/responsesize/timeout/update>
renameweb
Renames the specified subsite. Required parameters -url -newname Sample syntax:
stsadm.exe -o renameweb -url <url> -newname <new subsite name>
Optional parameters
restore
Restores a Web site from a backup file. Use the overwrite parameter to replace any existing Web site at the new location. Required parameters Optional parameters -url -overwrite -filename Sample syntax:
stsadm.exe -o restore -url <url> -filename <filename> [-overwrite]
setadminport
Sets the port number for the administration virtual server for Windows SharePoint Services. Use the ssl parameter to specify a Secure Sockets Layer (SSL) connection to the port. Use the admap... parameters to specify the IIS application pool to use or to create a new IIS application pool for the administration virtual server. Required parameters Optional parameters -ssl -admapcreatenew -admapidname -port -admapidtype -admapidlogin -admapidpwd Sample syntax:
stsadm.exe -o setadminport -port <port> [-ssl] [-admapcreatenew] [-admapidname <app pool id>] [-admapiptype <configurableid/NetworkService/LocalService /LocalSystem>] [-admapidlogin <app pool user account>] [-admapidpwd <app pool password>]
setconfigdb
Creates the configuration database or specifies the connection to an existing configuration database. Setting the configuration database is required before a virtual server can be extended. Required parameters Optional parameters
-connect -databaseuser (du) -databasepassword (dp) -databasename (dn) -databaseserver (ds) -hh -adcreation -addomain -adou Sample syntax:
stsadm.exe -o setconfigdb [-connect] -ds <database server> [-du <database user>] [-dp <database user password>] [-dn <database name>] [-hh] [-adcreation] [-addomain <AD domain> [-adou <AD OU>]
setproperty
Sets the specified property with the specified value. Use the url property to specify a virtual server or site collection to apply the property to, or omit the url parameter to apply the property at the server or server farm level. For a list of valid properties, see Command-Line Properties. Required parameters Optional parameters -propertyname (pn) -url -propertyvalue (pv) Sample syntax:
stsadm.exe -o setproperty -pn <property name> -pv <property value> [-url <url>]
siteowner
Sets the owner or secondary owner of a site collection. Either the ownerlogin or secondownerlogin parameter must be used. Required parameters Optional parameters -url either -ownerlogin or -secondownerlogin Sample syntax:
stsadm.exe -o siteowner -url <url> -secondownerlogin <DOMAIN\username>] [-ownerlogin <DOMAIN\username> |
unextendvs
Removes Windows SharePoint Services from a particular virtual server. Use the deletecontent parameter to delete the content databases for the virtual server. Required parameters Optional parameters
-deletecontent
uninstall
Uninstalls Windows SharePoint Services from the default virtual server at port 80. Any other virtual servers that were extended with Windows SharePoint Services will not be unextended. Uninstall removes the Windows SharePoint Services ISAPI extensions and any virtual directories or other files from the virtual server. It does not delete the content databases unless you include the deletecontent parameter. This operation is used by the Setup program for Windows SharePoint Services. Required parameters Optional parameters <none> -deletecontent Sample syntax:
stsadm.exe -o uninstall [-deletecontent]
upgrade
Upgrades the server or the specified virtual server with Windows SharePoint Services. This operation is used by the Setup program for Windows SharePoint Services. Required parameters Optional parameters <none> -url Sample syntax:
stsadm.exe -o upgrade [-url <url>]
userrole
Specifies the site group membership for a user. Use the add and delete parameters to specify whether to add the user to a site group or remove the user from a site group. Required parameters Optional parameters -url -add -userlogin -delete -role Sample syntax:
stsadm.exe -o userrole -url <url> -userlogin <DOMAIN\username> -role <site group name> [-add] [-delete]
Command-Line Parameters
The following table lists and explains the parameters you can use with operations for Stsadm.exe. For detailed information about the operations, including sample syntax, see Command-Line Operations. For more information about using the command-line tool, see "Introducing the Administration Tools for Windows SharePoint Services" in the Windows SharePoint Services Administrator's Guide. Parameter Short form Definition Sample values Specifies that new user accounts are created in adcreation Microsoft Active Directory directory service. Specifies that the user is added to a site group when add the userrole operation is run. The Active Directory addomain domain. Specifies that a new application pool is created in admapcreatenew Internet Information Services (IIS). This value must be a The user name to use for Microsoft Windows user running processes in the admapidlogin name, and must be qualified administrative application with a domain name, for pool. example DOMAIN\name. The administrative admapidname application pool ID. The password that admapidpwd corresponds to the admapidlogin. The identity type to use for (configurableid/ admapidtype the administrative NetworkService/LocalServi application pool. ce/LocalSystem) The Active Directory adou organizational unit (OU). Specifies that a new application pool is created in apcreatenew -apnew Internet Information Services (IIS). This value must be a The user name to use for Windows user name, and apidlogin -apl running processes in the must be qualified with a application pool. domain name, for example DOMAIN\name. apidname The application pool ID.
apidpwd
The password that corresponds to the apidlogin. (configurableid/ The identity type to use for NetworkService/LocalServi the application pool. ce/LocalSystem) The language codepage to This value must be a valid use for e-mail messages. codepage, such as 65001. Connects to an existing database, rather than creating a new one. The name of the Microsoft The default database name SQL Server database or is automatically generated Microsoft SQL Server based on the machine name, 2000 Desktop Engine virtual server, and subsite. (Windows) (WMSDE) For example, database used for Windows SharePoint_collab_stsid. SharePoint Services data. The password that corresponds to the administrator user name for the SQL Server database or WMSDE database. The server on which the The default is the local Windows SharePoint machine name. For example, Services collaboration SQL_01. database exists. The administrator user name for the SQL Server database or WMSDE database. Specifies that the user is deleted from a site group when the userrole operation is run. Specifies that users are deleted from Active Directory directory service when the deletesite operation is run. Specifies that the content databases are deleted when a virtual server is unextended or Windows SharePoint Services is uninstalled. The site or template Any text string. description. Specifies that no site is created when a virtual server is extended.
databasename
-dn
databasepassword
-dp
databaseserver
-ds
databaseuser
-du
delete
deleteadaccounts
deletecontent
description donotcreatesite
-desc
force
filename
-f
fromaddress
globalinstall
hh
lcid
overwrite
Specifies that an existing Web Part package is overwritten when the addwppack operation is run. A valid file name for a file, A full path and file name, template, or Web Part such as package. C:\Myfiles\Filename.htm. The e-mail address to use as This value must be a valid a From address on server e-mail address, in the form messages, such as alert someone@example.com. notifications. Specifies that, when the addwppack operation is run, the Web Part package is installed in the global assembly cache (GAC) rather than in the Bin directories of each virtual server. Assemblies installed in the GAC are available to all applications on the server.. Specifies that the server is in a server farm hosting configuration. No database is created and the virtual server is extended by connecting to existing content database. You must specify an existing SQL connection string to the configuration database when you use this parameter. The locale ID for sites created on this virtual A locale ID, for example server. Default is the install 1033. language for Windows SharePoint Services. The name of a Web Part package. The new name to use when renaming a subsite. For a list of available The operation to perform. operations, see Command-Line Operations. The SMTP server to use for outgoing messages. Specifies that any existing backup files or existing Web sites will be overwritten during backup or restore.
owneremail
ownerlogin
The site owner's user account. The site owner's display name. The port to use for SharePoint Central Administration. -pn -pv -qt A valid property name. A valid property value.
This value must be a valid e-mail address, in the form someone@example.com. This value must be a Windows user name, and must be qualified with a domain name, for example DOMAIN\name.
An integer, such as 80. For names, see Command-Line Properties. For more information, see Command-Line Properties.
replytoaddress
secondarylogin
-sl
-sn -svc
The quota template to apply A quota template name. For to sites created on the virtual example, personalquotas. server. The e-mail address that This value must be a valid users can reply to when they e-mail address, in the form receive server messages. someone@example.com. Specifies that users must supply a secondary contact when they create a new site. A valid site group name. For example, reader. This value must be a valid The secondary site owner's e-mail address, in the form e-mail address. someone@example.com. This value must be a Windows user name, and The secondary site owner's must be qualified with a user account. domain name, for example DOMAIN\name. The secondary site owner's display name. The name of a data retrieval For example, Service1. service. Any of the following values: A setting for data retrieval enabled, responsesize, services. timeout, update. Specifies that the user is an administrator of the site.
The value must be in the form name#configuration. If you do not specify the configuration, configuration 0 is the default (for example, STS#0). The list of available templates can be customized to include templates you create. Values available in a default installation include: STS#0 (Team Site) STS#1 (Blank Site) STS#2 (Document Workspace) sitetemplate -st The template to apply to the MPS#0 (Basic Meeting new site. Workspace) MPS#1 (Blank Meeting Workspace) MPS#2 (Decision Meeting Workspace) MPS#3 (Social Meeting Workspace) MPS#4 (Multipage Meeting Workspace) Note If you added a template to the central template gallery, you must specify the template name as _GLOBAL_#number, where number refers to the template ID. ssl title type unique url -t Specifies that Secure Sockets Layer (SSL) encryption is used for the administration port. The template or site title Type of path to add or remove. Specifies that the subsite uses unique permissions. The URL to the virtual server, site, or subsite.
useremail
An e-mail address.
userlogin
A user account.
username
-u
A user name.
This value must be a valid e-mail address, in the form someone@example.com. This value must be a Windows user name, and must be qualified with a domain name, for example DOMAIN\name. Always use the short form for this parameter (u). This value must be either a Windows user account name or a Windows group account name, and can be qualified with a domain name, for example DOMAIN\name.
vsname
The virtual server name. 2003 Microsoft Corporation. All rights reserved.
Command-Line Properties
This topic lists and explains the properties that can be set on the command line by using the Stsadm.exe tool with the getproperty and setproperty operations. To see the current value of a property, you use the getproperty operation. To set the value for a property, you use the setproperty operation. The following examples show the syntax to use when getting or setting a property:
stsadm.exe -o getproperty -pn <property name> [-url <url>] stsadm.exe -o setproperty -pn <property name> -pv <property value> [-url <url>]
Some properties are available for the entire server, and are called server properties. Some are only available for an individual virtual server. When you get or set a server property, you can omit the url parameter. You must include the url parameter to get or set virtual server properties. For more information about setting properties, see "Introducing the Administration Tools for Windows SharePoint Services" in the Windows SharePoint Services Administrator's Guide.
Alert Properties
Use these properties to configure alerts for your server. Specify whether alerts are enabled, whether users are limited as to the number of alerts they can create, and if so, the maximum number of alerts. You can also specify the times to send out immediate, daily, and weekly alerts. For more information about alerts, see Managing Alerts. Property name Values alerts-enabled true/false alerts-limited true/false alerts-maximum A numerical value. A phrase that includes the frequency interval and time job-daily-alerts range to send out notifications. For example "daily between 22:00:00 and 06:00:00". A phrase that includes the frequency interval and time job-immediate-alerts range to send out notifications. For example "every 5 minutes between 0 and 59".
job-weekly-alerts
A phrase that includes the frequency interval and time range to send out notifications. For example "weekly between Fri 22:00:00 and Mon 06:00:00".
Antivirus Properties
Use these properties to configure antivirus protection for your server. Specify whether users can download infected files to their client computers, whether antivirus cleaning is enabled, whether the download and upload scans are enabled, the timeout time for scanning, and the number of threads to take up with antivirus processes. For more information about using antivirus scanning, see Configuring Antivirus Protection. Property name Values avallowdownload yes/no avcleaningenabled yes/no avdownloadscanenabled yes/no avnumberofthreads A numerical value, the number of threads to use. avtimeout A numerical value, in seconds. avuploadscanenabled yes/no
General Properties
Use the following properties to specify general settings for a virtual server. Specify how long (in days) to display the
New icon for items added to a Web site, the default quota template and default time zone for Web sites, the maximum size for files posted to Web sites, and whether Web Discussions are enabled for the virtual server. For more information about specifying virtual server general settings, see Configuring Virtual Servers. Property name Values days-to-show-new-icon A numerical value (number of days). defaultquotatemplate A quota template name. A time zone (numerical). For a list of valid time zones, defaulttimezone see Regional and Language Settings. max-file-post-size A numerical value, in megabytes (MB). webdocdisc-allow yes/no
If you want the job to start at a specific time, set the beginning and end times to the same time, for example: "daily between 16:55:21 and 16:55:21". Note This property can be set only to "daily", not to "weekly" or "immediate". 2003 Microsoft Corporation. All rights reserved.
Guest
The Guest site group is designed to be combined with per-list permissions on particular lists to give guest users access to a specific list, without giving them access to the entire site. The Guest site group cannot be customized or deleted. Command-line name Rights included by default guest None
Reader
The Reader site group allows a user to view items in lists and document libraries, view pages in the site, and create a site using Self-Service Site Creation. Command-line name Rights included by default Use Self-Service Site Creation reader View Pages View Items
Contributor
The Contributor site group allows a user to interact with Web Parts and lists and document libraries. They can also create and manage personal views and cross-site groups, and personalize Web Part Pages. Command-line name Rights included by default All rights included in the Reader site group, plus: Add Items Add/Remove Private Web Parts Browse Directories contributor Create Cross-Site Groups Delete Items Edit Items Manage Personal Views Update Personal Web Parts
Web Designer
The Web Designer site group allows a user to customize the Web site using the HTML tools or a Web page editor compatible with Windows SharePoint Services, such as Microsoft Office FrontPage 2003. For example, Web Designers can create lists from within the site or add new pages to the site by using a Web page editor. Command-line name Rights included by default All rights included in the Contributor site group, plus: Add and Customize Pages Apply Themes and Borders web designer Apply Style Sheets Cancel Check-out Manage Lists
Administrator
The Administrator site group allows a user to have complete control over a Web site. Members of the Administrator site group can configure settings, manage users and site groups, and view usage analysis data. Command-line name Rights included by default All rights included in the Web Designer site group, plus: Create Subsites administrator Manage List Permissions Manage Site Groups View Usage Data
User Rights
Windows SharePoint Services includes 21 rights, which are used in the five default user site groups. You can change which rights are included in a particular site group (except for the Guest and Administrator site groups) or create a new site group to contain a specific list of rights.
Add Items
Grants permission to add items to lists or add documents to document libraries. Site groups included in by default Dependent rights Contributor, Web Designer, Administrator View Items, View Pages
Browse Directories
Grants permission to browse the directory structure of a Web site. Site groups included in by default Dependent rights Contributor, Web Designer, Administrator View Pages
Cancel Check-out
Grants permission to cancel the check-out action performed by another user. Site groups included in by default Dependent rights Web Designer, Administrator View Pages
Create Subsites
Grants permission to create a new subsite or workspace site, such as a Document Workspace site or Meeting Workspace site. Site groups included in by default Dependent rights Reader, Contributor, Web Designer, Administrator View Pages
Delete Items
Grants permission to delete list items and documents from the Web site. Site groups included in by default Dependent rights Contributor, Web Designer, Administrator View Items, View Pages
Edit Items
Grants permission to edit existing list items and documents in the Web site. Site groups included in by default Dependent rights Contributor, Web Designer, Administrator View Items, View Pages
Manage Lists
Grants permission to create, edit, or delete lists and change their settings. Site groups included in by default Dependent rights Web Designer, Administrator View Items, View Pages, Manage Personal Views
View Items
Grants permission to view items in lists, documents in document libraries, and Web discussion comments. Site groups included in by default Dependent rights Reader, Contributor, Web Designer, Administrator View Pages
View Pages
Grants permission to browse pages in the Web site. Site groups included in by default Reader, Contributor, Web Designer, Administrator Dependent rights None
\inetpub Note All directories enclosing the content root will grant LIST permissions to these accounts. Users Administrators \inetpub\wwwroot\_vti_pvt SYSTEM IIS_WPG Internet Guest Account (IUSR_*) Users Administrators web.config SYSTEM IIS_WPG Internet Guest Account (IUSR_*) Users Administrators SYSTEM wpresources\web.config IIS_WPG IUSR_* Internet Guest Account (IUSR_*) Read & Execute, Read Full Control Full Control Read & Execute, Read Special Permissions Read & Execute, Read Full Control Full Control Read & Execute, Read, Special Permissions Special Permissions Read & Execute, Read Full Control Full Control Read & Execute, Read, Special Permissions Special Permissions
Windows Directory
Windows SharePoint Services also changes permissions for two folders in the Microsoft Windows directory (%WinDir%). Windows directory User Permissions Administrators SYSTEM %temp% STS_WPG Network Service (for a domain controller only) Full Control Full Control Read, Write Read, Write
Network Service (for a domain Read, Write controller only) 2003 Microsoft Corporation. All rights reserved.
\BIN\LCID\
*.xml XML files used to map default values appwpresweb.config Configuration file adminweb.config Configuration file for the administrative virtual server gacwpresweb.config Configuration file layoutsweb.config Configuration file for the _layouts directory web.config Configuration file for virtual servers wss_mediumtrust.config Configuration file wss_minimaltrust.config Configuration file *.asmx SOAP protocol receptors *.aspx Form pages Global.asax ASP.NET namespace definition *.xml XML file for managed code *.DLL Core binary files for managed code web.config Configuration file \ISAPI\BIN STSSOAP.DLL Binary file Contains binary files for the /_vti/_bin used for SOAP code virtual directory. *.css *.htm \ISAPI\HELP\LCID\STS\HTML Contains Help files and support files used in the Help system. *.js layout.swf \ISAPI\HELP\LCID\STS\IMAGES Contains images used in the Help system. *.gif
\CONFIG
\ISAPI
\ISAPI_VTI_ADM
\ISAPI\_VTI_AUT
ADMIN.DLL Binary file used Contains Microsoft Office for administration from Office FrontPage 2003 legacy binary files. FrontPage 2003 AUTHOR.DLL Binary file used Contains Office FrontPage 2003 for authoring from Office legacy binary files. FrontPage 2003 Contains all site templates and core Web site files.
\TEMPLATE
\TEMPLATE\LCID\MPS
Contains files that are copied to the root of the Web site upon instantiation *.aspx Form pages with a Meeting Workspace template (for example, default.aspx). Contains files used for Web Part Pages in Meeting Workspaces. spstd1.aspx Form page
\TEMPLATE\LCID \MPS\DOCTEMP\SMARTPGS\
\TEMPLATE\LCID\MPS\LISTS
Contains the actual lists used in the Meeting Workspace templates, along with schema definition and default views. *.aspx Form pages Contains files used for the Agenda list. SCHEMA.XML Schema file
\TEMPLATE\LCID \MPS\LISTS\AGENDA
\TEMPLATE\LCID \MPS\LISTS\DECISION
\TEMPLATE\LCID \MPS\LISTS\DOCLIB
Contains files used for document libraries in the Meeting Workspace templates.
\TEMPLATE\LCID \MPS\LISTS\MEETINGS
MoveToDt.ASPX Form page SCHEMA.XML Schema file *.aspx Form pages SCHEMA.XML Schema file *.aspx Form pages SCHEMA.XML Schema file *.aspx Form pages SCHEMA.XML Schema file
\TEMPLATE\LCID \MPS\LISTS\OBJECTIV
\TEMPLATE\LCID \MPS\LISTS\PEOPLE
\TEMPLATE\LCID \MPS\LISTS\TEXTBOX
Contains files used for the Things to Bring list. Contains files used for lists in the Meeting Workspace templates.
\TEMPLATE\LCID\MPS\XML
Contains the available lists in the Meeting Workspace templates, base *.XML XML files for site types for fields (onet.xml), and the schema and views standard view template for new views. Contains files that are copied to the default.aspx Default home page root of the Web site upon instantiation for sites based on Team Site with the Team Site template (for templates example, default.aspx). Contains the default document templates. Contains document templates for Office FrontPage 2003. bpstd.aspx _blankpage.htm FPTMPL.HTM Default document templates for FrontPage documents FILELIST.XML MASTER03.CSS MASTER03.HTM MASTER03.XML
\TEMPLATE\LCID\STS
\TEMPLATE\LCID \STS\DOCTEMP\PPT
Contains document templates for PPTMPL.HTM Microsoft Office PowerPoint 2003. PPTMPL.POT PRES.XML PREVIEW.WMF SLIDE001.HTM *.aspx
\TEMPLATE\LCID \STS\DOCTEMP\SMARTPGS
_smartpage.htm _webpartpage.htm
\TEMPLATE\LCID \STS\DOCTEMP\WORD
WDTMPL.DOC WDTMPL.HTM
FILELIST.XML SHEET001.HTM SHEET002.HTM \TEMPLATE\LCID \STS\DOCTEMP\XL Contains document templates for Microsoft Office Excel 2003. SHEET003.HTM STYLE.CSS TABSTRIP.HTM XLTMPL.HTM XLTMPL.XLS TEMPLATE.XML Default document templates for XML documents
\TEMPLATE\LCID \STS\DOCTEMP\XMLFORMS\BL Contains document templates for ANK Microsoft Office InfoPath 2003.
\TEMPLATE\LCID\STS\DWS
Contains files that are copied to the default.aspx Default home page root of the Web site upon instantiation for Document Workspaces with a Document Workspace template. Contains the actual lists along with schema definition and default views. Contains files used for the Announcements list. *.aspx Form pages SCHEMA.XML Schema file *.aspx Form pages
\TEMPLATE\LCID\STS\LISTS
\TEMPLATE\LCID \STS\LISTS\ANNOUNCE
\TEMPLATE\LCID \STS\LISTS\CONTACTS
*.aspx Form pages Contains files used for custom lists. SCHEMA.XML Schema file Contains files used for data sources for lists. Contains files used for the Discussion Board list. SCHEMA.XML Schema file
*.aspx Form pages \TEMPLATE\LCID \STS\LISTS\DOCLIB Contains files used for document libraries. *.HTM Dialog boxes SCHEMA.XML Schema file *.aspx Form pages \TEMPLATE\LCID \STS\LISTS\EVENTS Contains files used for the Events list. EVENT.ICS Event form SCHEMA.XML Schema file \TEMPLATE\LCID \STS\LISTS\FAVORITE Contains files used for the Favorites list. *.aspx Form pages SCHEMA.XML Schema file *.aspx Form pages SCHEMA.XML Schema file *.aspx Form pages SCHEMA.XML Schema file *.aspx Form pages Contains files used for the Issues list. SCHEMA.XML Schema file \TEMPLATE\LCID \STS\LISTS\LISTTEMP Contains files used for the list template gallery. *.aspx Form pages SCHEMA.XML Schema file *.aspx Form pages \TEMPLATE\LCID \STS\LISTS\TASKS Contains files used for the Tasks list. SCHEMA.XML Schema file TASK.ICS Task form \TEMPLATE\LCID \STS\LISTS\VOTING *.aspx Form pages Contains files used for surveys. SCHEMA.XML Schema file *.aspx Form pages \TEMPLATE\LCID \STS\LISTS\WEBTEMP Contains files used for the site template gallery. *.HTM Dialog boxes SCHEMA.XML Schema file \TEMPLATE\LCID \STS\LISTS\WPLIB Contains files used for the Web Part gallery. *.aspx Form pages SCHEMA.XML Schema file
\TEMPLATE\LCID \STS\LISTS\GRIDLIST
\TEMPLATE\LCID \STS\LISTS\IMGLIB
\TEMPLATE\LCID \STS\LISTS\ISSUE
\TEMPLATE\LCID \STS\LISTS\WPLIB\DWP
*.dwp Default Web Parts in the site collection Web Part gallery *.aspx Form pages
\TEMPLATE\LCID \STS\LISTS\XMLFORM
Contains files used for form libraries. *.HTM Dialog boxes SCHEMA.XML Schema file Contains the available lists in the site template, base types for fields (onet.xml), and the standard view template for new views.
\TEMPLATE\LCID\STS\XML
\TEMPLATE\LCID\XML
\TEMPLATE\ADMIN\LCID
Contains the XML files with base list *.XML XML templates used in and field types defined for all site all site templates for a particular templates. language *.aspx, *.css, *.js Contains files used for the site Administration pages, styles, and administration pages. JavaScript files SmartNav.htm
\TEMPLATE\ADMIN\LCID \aspnet_client\system_web\Version
\TEMPLATE\ADMIN\LCID\BIN
\TEMPLATE\ADMIN\LCID\XML
Contains binary files used for the site *.DLL - Core binaries administration pages. adminleftnavbar.sts.xml XML file for the left link bar (Action menu Contains XML files used for the site and Views list) administration pages. setuperror.htm Setup messages Contains images shared by all pages *.gif, *.jpg, *.png on the server, addressed by the virtual directory /_layouts/images. Addressed by the virtual directory /_layouts, this directory contains language subdirectories that contain the forms for creating lists, site administration pages, and so on. These directories are shared by all sites. Global.asax ASP.NET namespace definition *.aspx Form pages web.config Configuration file
\TEMPLATE\IMAGES
\TEMPLATE\LAYOUTS
*.aspx Form pages *.css Style sheets *.htm Dialog boxes Contains forms for creating lists, site administration pages, and so on, for a *.htc Menu control specific language. *.js JavaScript files *.xml XML templates *.xsd XML definitions \TEMPLATE\LAYOUTS\LCID \IMAGES Contains images used in the default site pages for a specific language. Contains form pages and scripting files for Meeting Workspaces. *.gif, *.jpg
\TEMPLATE\LAYOUTS\LCID
\TEMPLATE\LAYOUTS\LCID \MPS
Note This folder is added only if MEETINGS.JS JavaScript file you have used a Meeting Workspace template. Contains style sheets shared by all site templates for a particular language. *.CSS Style sheets Addressable by the virtual directory /_layouts/styles. Microsoft.SharePoint.ApplicationPag Contains core binary files. es.dll Core binary Contains stored procedures for Microsoft SQL Server. Contains the list of themes. *.SQL Stored procedures for SQL Server THEMES.INF Themes list *.gif Images *.css Style sheets
\TEMPLATE\LAYOUTS\LCID \STYLES
\TEMPLATE\THEMES\Theme
theme.INF Theme definition file theme.utf8 Theme file for UTF8 encoding
\TEMPLATE\XML
\TEMPLATE\XML\HELP
Contains XML files used by the Help STS.XML Context-sensitive system. Help mapping file
All other Web site files are stored in the content and configuration database. 2003 Microsoft Corporation. All rights reserved.
Language Considerations
You use two methods to control the language settings available for Web sites based on Microsoft Windows SharePoint Services: Language template packs Language template packs allow you to use site templates designed for specific languages. When you create a site based on a site template in a language template pack, the navigation and pages for that site are displayed in that language. Regional settings Regional settings allow you to control how dates, times, and lists are displayed in a particular Web site. Regional settings do not control the language used for the navigation or pages in the site. For more information about regional settings, see Configuring Regional Settings.
When you create a site, you choose which language it is displayed in. You cannot display a site in more than one language, or change which language is used. If you need to create a site that can display more than one language, for example if you needed a site for both English and Spanish speakers, use the following method: 1. Install the language packs that you need (in this example, US English and Spanish) to your server. 2. Create sites based on each language pack you need (for example, one site in US English, one in Spanish). 3. Customize one of the sites to include the strings you need from the other site. For example, on the US English site, use a Web page editor compatible with Windows SharePoint Services to edit the navigation strings to include both the English strings and the strings from the Spanish site. In this example, "Home" would become "Home/Pagina principal". 4. Save the customized site as a site template, if you expect to use it again. Because Windows SharePoint Services uses Unicode encoding, the strings from all of the languages should display correctly on the site you customize.
Language IDs
The Language ID determines the language used for text on pages in the Web site (such as the text on the Site Settings page). The languages available for site creation depend on the language template packs you have installed to your server or server farm. Web sites based on Windows SharePoint Services can be created in the following languages. ID Language ID Language 1025 Arabic 1041 Japanese 1028 Chinese - Traditional 1042 Korean 1029 Czech 1043 Dutch 1030 Danish 1044 Norwegian 1031 German 1045 Polish 1032 Greek 1046 Portuguese - Brazilian 1033 English 1049 Russian 1034 Spanish 1053 Swedish 1035 Finnish 1054 Thai 1036 French 1055 Turkish 1037 Hebrew 2052 Chinese - Simplified 1038 Hungarian 2070 Portuguese 1040 Italian 3076 Chinese - Hong Kong SAR Windows SharePoint Services also supports input and display of text in the following languages, but not site creation. ID Language ID Language 1026 Bulgarian 1048 Romanian 1050 Croatian 2074 Serbian 1061 Estonian 1051 Slovak 1081 Hindi with Indic PT 1060 Slovenian 1062 Latvian 1058 Ukrainian 1063 Lithuanian
Locale IDs
The Locale ID controls the numbering, sorting, calendar, and time formatting for the Web site. You can change the locale for a Web site by using the Regional Settings page. Web sites based on Windows SharePoint Services can be set to the following Locale IDs. ID Locale ID Locale 1078 Afrikaans 1037 Hebrew 1052 Albanian 1081 Hindi 5121 Arabic (Algeria) 1038 Hungarian 15361 Arabic (Bahrain) 1039 Icelandic 3073 Arabic (Egypt) 1057 Indonesian 2049 Arabic (Iraq) 1040 Italian (Italy) 11265 Arabic (Jordan) 2064 Italian (Switzerland) 13313 Arabic (Kuwait) 1041 Japanese 12289 Arabic (Lebanon) 1099 Kannada 4097 Arabic (Libya) 1087 Kazakh 6145 Arabic (Morocco) 1111 Konkani 8193 Arabic (Oman) 1042 Korean 16385 Arabic (Qatar) 1088 Kyrgyz (Cyrillic) 1025 Arabic (Saudi Arabia) 1062 Latvian 10241 Arabic (Syria) 1063 Lithuanian 7169 Arabic (Tunisia) 1071 Macedonian (FYROM) 14337 Arabic (U.A.E.) 2110 Malay (Brunei Darussalam) 9217 Arabic (Yemen) 1086 Malay (Malaysia) 1067 Armenian 1102 Marathi 2092 Azeri (Cyrillic) 1104 Mongolian (Cyrillic) 1068 Azeri (Latin) 1044 Norwegian (Bokmal) 1069 Basque 2068 Norwegian (Nynorsk) 1059 Belarusian 1045 Polish 1026 Bulgarian 1046 Portuguese (Brazil) 1027 Catalan 2070 Portuguese (Portugal) 3076 Chinese (Hong Kong SAR) 1094 Punjabi 5124 Chinese (Macau SAR) 1048 Romanian 2052 Chinese (PRC) 1049 Russian 4100 Chinese (Singapore) 1103 Sanskrit 1028 Chinese (Taiwan) 3098 Serbian (Cyrillic) 1050 Croatian 2074 Serbian (Latin) 1029 Czech 1051 Slovak 1030 Danish 1060 Slovenian 1125 Divehi 11274 Spanish (Argentina) 2067 Dutch (Belgium) 16394 Spanish (Bolivia) 1043 Dutch (Netherlands) 13322 Spanish (Chile) 3081 English (Australia) 9226 Spanish (Colombia) 10249 English (Belize) 5130 Spanish (Costa Rica) Spanish (Dominican 4105 English (Canada) 7178 Republic) 9225 English (Caribbean) 12298 Spanish (Ecuador)
6153 8201 5129 13321 7177 11273 2057 1033 12297 1061 1080 1065 1035 2060 3084 1036 5132 6156 4108 1110 1079 3079 1031 5127 4103 2055 1032 1095
English (Ireland) English (Jamaica) English (New Zealand) English (Philippines) English (South Africa) English (Trinidad) English (United Kingdom) English (United States) English (Zimbabwe) Estonian Faeroese Farsi Finnish French (Belgium) French (Canada) French (France) French (Luxembourg) French (Monaco) French (Switzerland) Galician Georgian German (Austria) German (Germany) German (Liechtenstein) German (Luxembourg) German (Switzerland) Greek Gujarati
17418 4106 18442 2058 19466 6154 15370 10250 20490 3082 1034 14346 8202 1089 1053 2077 1114 1097 1092 1098 1054 1055 1058 1056 2115 1091 1066
Spanish (El Salvador) Spanish (Guatemala) Spanish (Honduras) Spanish (Mexico) Spanish (Nicaragua) Spanish (Panama) Spanish (Paraguay) Spanish (Peru) Spanish (Puerto Rico) Spanish (Spain) Spanish (Traditional Sort) Spain Spanish (Uruguay) Spanish (Venezuela) Swahili Swedish Swedish (Finland) Syriac Tamil Tatar Telugu Thai Turkish Ukrainian Urdu Uzbek (Cyrillic) Uzbek (Latin) Vietnamese
Time Zones
Web sites based on Windows SharePoint Services can be set to any of the time zones recognized by Microsoft Windows Server 2003. Code Time zone Code Time zone (GMT-12:00) Eniwetok, (GMT+02:00) Helsinki, 39 59 Kwajalein Riga, Tallinn (GMT-11:00) Midway (GMT+02:00) Jerusalem 26 16 27 Island, Samoa (GMT+03:00) Baghdad (GMT+03:00) Kuwait, 15 (GMT-10:00) Hawaii 74 Riyadh (GMT+03:00) Moscow, St. 14 (GMT-09:00) Alaska 51 Petersburg, Volgograd (GMT-08:00) Pacific Time 13 56 (GMT+03:00) Nairobi (US and Canada); Tijuana 38 (GMT-07:00) Arizona 25 (GMT+03:30) Tehran
12 55 11 37 36
24 54
(GMT+04:00) Abu Dhabi, Muscat (GMT+04:00) Baku, Tbilisi, Yerevan 48 (GMT+04:30) Kabul (GMT+05:00) Ekaterinburg (GMT+05:00) Islamabad, Karachi, Tashkent (GMT+05:30) Calcutta, Chennai, Mumbai, New Delhi (GMT+05:45) Kathmandu 46 (GMT+06:00) Almaty, Novosibirsk (GMT+06:00) Astana, Dhaka (GMT+06:00) Sri Jayawardenepura (GMT+06:30) Yangon (Rangoon) (GMT+07:00) Bangkok, Hanoi, Jakarta (GMT+07:00) Krasnoyarsk (GMT+08:00) Beijing, Chongqing, Hong Kong SAR, Urumqi (GMT+08:00) Irkutsk, Ulaan Bataar (GMT+08:00) Kuala Lumpur, Singapore (GMT+08:00) Perth 75 (GMT+08:00) Taipei (GMT+09:00) Osaka, Sapporo, Tokyo 72 (GMT+09:00) Seoul (GMT+09:00) Yakutsk 19 (GMT+09:30) Adelaide (GMT+09:30) Darwin (GMT+10:00) Brisbane (GMT+10:00) Canberra, Melbourne, Sydney (GMT+10:00) Guam, Port Moresby
(GMT-06:00) Central Time 58 (US and Canada) (GMT-06:00) Mexico City 47 (GMT-06:00) Saskatchewan (GMT-05:00) Bogota, Lima, Quito (GMT-05:00) Eastern Time (US and Canada) (GMT-05:00) Indiana (East) (GMT-04:00) Atlantic Time (Canada) (GMT-04:00) Caracas, La Paz (GMT-04:00) Santiago (GMT-03:30) Newfoundland 8 (GMT-03:00) Brasilia (GMT-03:00) Buenos Aires, Georgetown (GMT-03:00) Greenland 23
35 10 34 9 33 65 28 32 60 30 29 53 31 2
62 71 66 61 22 64 45 63 21
(GMT-02:00) Mid-Atlantic 73 (GMT-01:00) Azores (GMT-01:00) Cape Verde Is. (GMT) Casablanca, Monrovia (GMT) Greenwich Mean Time : Dublin, Edinburgh, Lisbon, London (GMT+01:00) Amsterdam, Berlin, Bern, Rome, Stockholm, Vienna (GMT+01:00) Belgrade, Bratislava, Budapest, Ljubljana, Prague 20 70 44 18
76
43
3 57
(GMT+01:00) Brussels, 42 Copenhagen, Madrid, Paris (GMT+01:00) Sarajevo, Skopje, Sofija, Vilnius, 68 Warsaw, Zagreb (GMT+01:00) West Central 41 Africa (GMT+02:00) Athens, Istanbul, Minsk (GMT+02:00) Bucharest (GMT+02:00) Cairo (GMT+02:00) Harare, Pretoria 17 40 67
(GMT+10:00) Hobart (GMT+10:00) Vladivostok (GMT+11:00) Magadan, Solomon Is., New Caledonia (GMT+12:00) Auckland, Wellington (GMT+12:00) Fiji Islands, Kamchatka, Marshall Is. (GMT+13:00) Nuku'alofa
69 7 5 49 50
Currency IDs
Web sites based on Windows SharePoint Services can be set to use the following currencies. ID Currency ID Currency 1,254 .. 5121 4106 Q1,254 (Guatemala) (Arabic-Algeria) 1,254 .. 15361 18442 L. 1254 (Honduras) (Arabic-Bahrain) 1,254 .. HK$1,254 (Hong Kong 3073 3076 (Arabic-Egypt) SAR) 1,254 .. 2049 1038 1 254 Ft (Hungary) (Arabic-Iraq) 1,254 .. 11265 1081 1,254 (India) (Arabic-Jordan) 1,254 .. 13313 6153 IR1,254 (Ireland) (Arabic-Kuwait) 1,254 .. 12289 1037 1,254 (Israel) (Arabic-Lebanon) 1,254 .. 4097 1041 1,254 (Japan) (Arabic-Libya) 1,254 .. 6145 1042 1,254 (Korea) (Arabic-Morocco) 1,254 .. 8193 2058 $1,254 (Mexico) (Arabic-Oman) 1,254 .. 16385 5129 $1,254 (New Zealand) (Arabic-Qatar) 1,254 .. 1025 19466 C$ 1254 (Nicaragua) (Arabic-Saudi Arabia) 1,254 .. 10241 1044 kr 1 254 (Norway) (Arabic-Syria) 1,254 .. 7169 1056 Rs 1,254 (Pakistan) (Arabic-Tunisia)
14337 9217 11274 3081 3079 16394 1046 3084 4105 13322 9226 5130 1029 1030 7178 17418 -2 -1 1065 1032
B/. 1,254 (Panama) Gs 1.254 (Paraguay) 1,254 (People's Republic of China) S/. 1,254 (Peru) 1 254 z (Poland) 1 254. (Russia) $1,254 (Singapore) 1 254 Sk (Slovakia) 1.254 SIT (Slovenia) R 1,254 (South Africa) 1.254 kr (Sweden) SFr. 1'254 (Switzerland) NT$1,254 (Taiwan) 1,254 (Thai) 1.254 TL (Turkey) 1,254 (United Kingdom) $1,254 (United States) $U 1.254 (Uruguay) Bs 1.254 (Venezuela) 1,254 (Vietnamese)
$1,254 (Australia) 10250 S 1.254 (Austria) 1045 $b 1.254 (Bolivia) 1049 R$ 1.254 (Brazil) 4100 1 254 $ (Canada) 1051 $1,254 (Canada) 1060 $ 1.254 (Chile) 7177 $ 1.254 (Colombia) 1053 C1.254 (Costa Rica) 2055 1 254 K (Czech 1028 Republic) kr 1.254 (Denmark) 1054 RD$1,254 (Dominican 1055 Republic) C1254 (El Salvador) 2057 1,254 (European 1033 Union) 1,254 (European 14346 Union) 1,254 (Farsi) 8202 1.254 (Greece) 1066 2003 Microsoft Corporation. All rights reserved.
All of these operations take several other parameters. For more information about these operations, see Command-Line Operations. 2003 Microsoft Corporation. All rights reserved.
You can use the object model to enumerate the sites owned by particular users, find out how many users or how many files are being added to sites, or determine trends and perform capacity planning to decide when it is time to add another server to your server farm. You want to make site creation conditional based on billing information or generate custom pages based on billing information. For example, you can use a billing application to verify billing information before a user can create a site. Or, you can use contact or billing information to generate a custom page that shows which sites belong to which site owners. You want to make site access conditional based on billing or employment status. You can use the quota mechanisms to automatically lock a site if a customer or group is not current in its billing, and only allow access when the billing charges are rationalized. Or if a user is no longer part of your organization, you can lock all sites owned by that user until you determine what to do with the sites. For more information about quotas and locking sites, see Configuring Site Quotas and Locks.
For more information about the administrative object model and using it to perform administrative tasks, see the Windows SharePoint Services Software Development Kit. 2003 Microsoft Corporation. All rights reserved.
Glossary
A B C D E F G H I J K L M N P Q R S T U V W A Back to top access control list (ACL)A list of users or groups and their security permissions. Identifies who can update, modify, or delete an object on a computer or resource on the network.Active Server Pages (ASP pages)A technology that allows Web developers to combine scripts and HTML code to create dynamic Web content and Web-based applications.administration portThe Internet Information Services (IIS) virtual server and port used for SharePoint Central Administration.alertA feature that notifies a user by e-mail when there is a change to an item, document, list, or document library on the Web site.Anonymous authenticationAn authentication method that provides access to users who do not have user accounts on the server computer.anonymous user accessThe ability to gain access to a Web server on which one does not have an account. Usually, anonymous users have more restricted access rights than users with accounts.application poolIn Internet Information Services (IIS), a group of one or more URLs served by a worker process.approval processThe process of reviewing a document before publishing it.approval routeThe path through which a document is approved.approveTo accept a submitted item for publication.approverA user who has permission to approve or reject documents in a specified folder.area A classification for grouping content by user-defined criteria such as page contents, file types, or a similar distinction.audienceA custom group used to target content to people based on membership within the group.authenticationThe process of proving that a user is who he or she claims to be.authorizationThe process of determining what a user is permitted to do. B Back to top
Basic authenticationAuthentication protocol supported by most Web servers and browsers. Transmits the user name and password in clear text. C Back to top
cacheA special memory subsystem in which frequently used data values are duplicated for quick access.Certificate authenticationAn authentication method that provides security for TCP/IP connections. Also known as Secure Sockets Layer (SSL).character setA group of alphabetic, numeric, and other characters that have some relationship in common. For example, the standard ASCII character set includes letters, numbers, symbols, and control codes that make up the ASCII code scheme. See also code page. check in To release the lock for editing and enable other users to view the updated file or check out the file.check out To lock a file while editing it to prevent others from overwriting or editing it inadvertently. Only the user who checks out a document can edit the document.check-in form The form that displays when a user checks in a document to a backward-compatible document library. The form contains a box for check-in comments, an option to publish a document, and a drop-down menu for selecting a document profile.clear text Unencrypted, non-machine-dependent ASCII text in readable form.code page An ordered set of characters in which a numeric index (code point) is associated with each character of a particular writing system. There are separate code pages for different writing systems, such as Western European and Cyrillic.code point A numeric value in Unicode or in a code page that corresponds to a character. For example, in the Western European code page, 132 is the code point for the character ; however, in another code page, the code point 132 might correspond to a different character.Common Gateway Interface (CGI)A standard method of extending Web server functionality by executing programs or scripts on a Web server in response to Web browser requests, such as in form processing. Use of CGI can make a Web page more dynamic.component settings databaseA database that stores service information for each portal site in a deployment.configuration databaseThe Microsoft SQL Server or MSDE database that contains the configuration information that applies across all servers in a deployment of SharePoint Products and Technologies, such as virtual server information.configuration propertyA property that allows an administrator to control Windows SharePoint Services settings.connection typeThe type of Web Part connection. For example, the Provide Row To connection type passes a row of data from one Web Part
to another Web Part, and the Get Filter From connection type gets a value from one Web Part and filters the data in another Web Part based on that value.content databaseThe Microsoft SQL Server, MSDE, or WMSDE database that contains the content for one or more SharePoint sites.content indexThe full-text index, pointer to the property store, and other data that describes content across content sources, scopes, and servers.content sourceA starting point for crawling a file system, database, or Web site.crawlTo search content to include it in a content index.cross-site groupA custom security group that applies to more than one Web site. A cross-site group can be assigned to a site group as if it was a single user.customizeTo change the layout, view, content, etc. for a group of users. D Back to top
datasheet viewA view of a SharePoint list that allows you to modify multiple values.dictionaryA defined list of values for a property.Digest Access authenticationAn authentication method that transmits user names and passwords in a secure format.discussion serverA computer that stores discussion text and information about the location of the file being discussed.discussion threadIn a discussion board or Web discussions, a series of messages or comments in which replies are nested under the message or comment instead of being arranged in chronological or alphabetical order.document libraryA folder where a collection of files is stored and where the files frequently use the same template. Each file in a library is associated with user-defined information that is displayed in the content listing for that library.document profileA set of properties applied to similar documents in the backward-compatible document library.Document Workspace siteA Web site based on the Document Workspace template that workspace members use for discussing, editing, and working together on a document. E Back to top
encryptionA method used to scramble the content of a file or data packet to make the data unreadable without the decryption key.encryption keyA block of data that is used to encrypt or decrypt information.encryption, 128-bitA high level of encryption that uses a 128-bit key to scramble the contents of a file or data packet to make the data unreadable without the decryption key.encryption, 40-bitA low level of encryption that uses a 40-bit key to scramble the contents of a file or data packet to make the data unreadable without the decryption key.enhanced folderA folder in a backward-compatible document library that supports document management tasks such as check-in, check-out, versioning, approval, and publishing.enterprise applicationA back-end business application that SharePoint Portal Server 2003 connects to by using the application definition Web Part.enterprise application integrationThe process of bringing data or functions from an enterprise application together with data or functions from another enterprise application.extendTo apply Windows SharePoint Services to a virtual server.extranetAn external Web site for an organization; usually secured so that only authorized users can access it. F Back to top
file allocation table (FAT)A common format for file cataloging used by MS-DOS and Microsoft Windows operating systems to manage files on a hard disk; a physical method of storing and accessing files from a hard disk. The FAT contains a list of all files on the physical or logical drive.File Transfer Protocol (FTP)A protocol that is used to copy files to or from a Web server.firewallA security system that uses a proxy server outside of an organization's network to protect the network against external threats, such as malicious users or corrupt files.FrontPage Server ExtensionsA set of programs and scripts that support authoring in Microsoft Office FrontPage and that extend the functionality of a Web server.full-text indexA resource that is compiled to enable full-text search of documents, document properties, and content that are stored outside the document library but are made available through content sources. G galleryA collection of Web Parts, list templates, or site templates. H Back to top Back to top
HighlightA listing or document selected as the best recommendation for a specific portal area.home pageThe main page of a Web site. A home page usually has links to other pages, both inside and outside the site.hyperlinkA colored and underlined block of text or a graphic that a user clicks to go to a file, a location in a file, an HTML page on the World Wide Web, or an HTML page on an intranet. Hyperlinks can also go to newsgroups and to Gopher, Telnet, and FTP sites.
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IFilterA component that can interpret a file format, such as the Microsoft Word document format, for the purpose of crawling the text content of files for inclusion in the full-text index.index propagationThe process of distributing an index from a content index server to one or more Web servers for the purposes of providing search.Integrated Windows authenticationAn authentication method that encrypts user names and passwords in a multiple-transaction interaction between client and server. Also known as Windows NT Challenge/Response authentication.InternetThe worldwide collection of networks and gateways that use the TCP/IP suite of protocols to communicate with one another. If you have access to the Internet, you can retrieve information from millions of sources, including schools, governments, businesses, and individuals.Internet Information Services (IIS)Software services from Microsoft that support Web site creation, configuration, management, and other Internet functions. Internet Information Services include Network News Transfer Protocol (NNTP), File Transfer Protocol (FTP), and Simple Mail Transfer Protocol (SMTP).Internet Server Application Programming Interface (ISAPI)A Web server application-development interface, developed by Process Software and Microsoft, that can be used in place of CGI.intranetA private network for an organization based on Internet protocols such as TCP/IP.ISAPISee Internet Server Application Programming InterfaceitemAn entry in a list or portal area. An item can contain content or be a link to content stored elsewhere. J Back to top
job serverA server that hosts shared jobs.JScriptAn object-based scripting language distantly and loosely related to Java. JScript code is inserted directly into an HTML page. K keywordMetadata that facilitates effective search queries on content included in a full-text index.keyword synonymsWords that are identified as having the same or similar meaning as a specific keyword. L Back to top Back to top
listA Web site component that stores and displays information that users can add to by using their browsers. Requires a Web server that is running Windows SharePoint Services or SharePoint Portal Server 2003.local administrators groupThe group of users who have permission to perform administration tasks on the local server computer. The permissions for this group are set by using the administration tools for the operating system.locale ID (LCID)A 32-bit value defined by Microsoft Windows that identifies a particular language. The LCID consists of a language ID, a sort ID, and reserved bits. For example, the LCID for U.S. English is 1033, and the LCID for Japanese is 1041. M Back to top
Meeting Workspace siteA Web site based on a Meeting Workspace site template that is used for planning, posting, and working together on meeting materials and following up after a meeting or series of meetings.metadataData about data. For example, the metadata for a file can include the title, subject, author, and size of the file.Microsoft SQL Server 2000 Desktop Engine (MSDE 2000)A data store based on Microsoft SQL Server technology, but designed and optimized for use on smaller computer systems, such as a single-user computer or a small workgroup server. Previously known as Microsoft Data Engine.Microsoft SQL Server 2000 Desktop Engine (Windows) (WMSDE 2000)A version of MSDE 2000 designed specifically for Windows SharePoint Services.multihostingThe ability of a Web server to support more than one Internet address and more than one home page. Also called multihoming.My SiteThe name of a personal site created on a portal site. N Back to top
network domainA group of users in a network who share a common set of shared resources, such as server disk drives and printers. A large network may have several domains based on the needs of each set of users.NTFS file systemAn advanced file system designed for use specifically with Microsoft Windows NT and later operating systems. NTFS allows for stronger security and more flexible file management methods than FAT. See also file allocation table (FAT). P Back to top
parallel approvalA type of approval route where a document is routed to multiple approvers at the same time.personal
siteA site, named "My Site," created by an individual on a portal site.personal viewA view of a list, SharePoint document library, or Web Part Page that is available only to a particular user. The personal view of a Web Part Page uses a combination of shared property values and personalized property values. Changes made to a personal view apply only to the list, library, or page in that view and are therefore visible to that user only.personalizeTo change the layout, view, content, etc. for yourself but not for others.personalized Web PartA shared Web Part that has been modified by a user in personal view. The changes made to a personalized Web Part are visible only to the user who made the changes.private Web PartA Web Part added to a Web Part Page by a user who is working on the page in personal view. Private Web Parts are available only to the user who added or imported the Web Part.property weightingThe ability to manipulate the rank of a search result by assigning more importance to particular property values. For example, a file that matches a search term in the title might rank higher than a file that matches the search term only in the text. Q Back to top
quiet installationAn installation started with the /q command-line option that runs without generating any user prompts. Also known as unattended installation.quotaA value that limits the amount of storage or number of users for a Web site.quota templateA predefined set of quotas to apply to a site or to all sites on a virtual server. R Back to top
rankThe relevance of a file to a search query.rank coercionThe ability to rank a file at the top of search results for a given search query.remote hostA Web server on a separate server computer. A remote host is connected to other servers by a network connection.rightsFile-level and folder-level permissions that allow access to a Web site.roleSee site group. S Back to top
scopeThe range and depth of a search on the portal site.scripting languageA programming language designed specifically for Web site programming. Examples include JScript and Microsoft Visual Basic Scripting Edition (VBScript).Secure Sockets Layer (SSL)A proposed open standard that was developed by Netscape Communications for establishing a secure communications channel to prevent the interception of critical information, such as credit card numbers.serial approvalA type of approval route where a document is routed to one approver after another.server farmA central group of network servers maintained by an enterprise or an Internet service provider (ISP). A server farm provides a network with load balancing, scalability, and fault tolerance. In some configurations, multiple servers may appear to users as a single resource.Setupsts.exeThe setup program for Windows SharePoint Services.shared servicesPortal services that are shared across server farms.shared viewA view of a list, document library, or Web Part Page that every user with the appropriate permissions on a site can see. The shared view of a Web Part Page uses shared property values. Changes made to a shared view apply to the list, library, or page as it appears to all users.shared Web PartA Web Part added to a Web Part Page by a user who is working on the page in shared view. Shared Web Parts are available to all users of a Web Part Page who have the appropriate permissions.single sign-onAn authentication process that permits a user to enter one name and password to access multiple applications.siteA group of related Web pages that is hosted by an HTTP server on the World Wide Web or an intranet. The pages in a Web site typically cover one or more topics and are interconnected through links. Most Web sites have a home page as their starting point.site collectionA set of Web sites on a virtual server that have the same owner and share administration settings. Each site collection contains a top-level Web site and can contain one or more subsites. There can be multiple site collections on each virtual server.site groupA custom security group that applies to a specific Web site. Users are assigned to site groups to grant them permissions on a SharePoint site.SMTP mail serverAn e-mail server that uses the Simple Mail Transfer Protocol (SMTP). SMTP is a member of the TCP/IP suite of protocols that governs the exchange of electronic mail between message transfer agents.Spotlight SiteA listing or document selected as the best recommendation in the Site Directory.SQL Server computerA computer running Microsoft SQL Server with a configured database.static Web PartA Web Part that is added to a Web page (.aspx file) and that is not in a Web Part zone.subsiteA complete Web site stored in a named subdirectory of the top-level Web site. Each subsite can have administration, authoring, and browsing permissions that are independent from the top-level Web site and other subsites.surveyA Web site component that presents users with a set of questions specified by the creator of the survey and collects user responses. Results are tallied in a graphical summary. A survey requires a Web server that is running Windows SharePoint Services or SharePoint Portal Server 2003.
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TelnetA protocol that enables an Internet user to log on to and enter commands on a remote computer linked to the Internet, as if the user were using a text-based terminal directly attached to that computer. Telnet is frequently used to gain remote access to UNIX Web servers.tool paneA task pane on a Web Part Page used to browse, search for, and import Web Parts from Web Part galleries, and to modify custom and common Web Part properties.tool partA control in the tool pane that allows users to set properties, execute commands, invoke wizards, and manipulate Web Parts on a Web Part Page.Topic AssistantA tool used to categorize content into areas automatically.top-level Web siteThe default, top-level site provided by a Web server or virtual server. To gain access to the top-level Web site, you supply the URL of the server without specifying a page name or subsite. U Back to top
Uniform Resource Locator (URL)An address that specifies a protocol (such as HTTP or FTP) and a location of an object, document, World Wide Web page, or other destination on the Internet or an intranet. For example: http://www.microsoft.com/.usage analysisData collected to evaluate how a Web site is being used, such as visitor user names, number of visits to each page, and the types of Web browsers used.user localeA setting that determines formats and sort orders for date, time, currency, and so on. Also known as regional settings.user profileA collection of properties known about a person within a portal site and related data such as documents the person has written, teams the person belongs to, and links the person has shared. V Back to top
vCardThe Internet standard for creating and sharing virtual business cards.versioningThe process of creating a backup copy of a document or picture whenever a revision is saved to the library.virtual serverA virtual computer that resides on an HTTP server but appears to the user as a separate HTTP server. Several virtual servers can reside on one computer, each capable of running its own programs and each with individualized access to input and peripheral devices. Each virtual server can have its own domain name and IP address.Visual Basic Scripting Edition (VBScript)A subset of the Microsoft Visual Basic for Applications programming language optimized for Web-related programming. As with Microsoft JScript, code for VBScript is embedded in HTML files. W Back to top
Web addressThe path to an object, document, file, page, or other destination. An address can be a URL (Web address) or a UNC path (network address) and can include a specific location within a file, such as a Word bookmark or an Excel cell range. Also known as address.Web discussionComments that users attach to Web pages and documents. Known as Web discussions to differentiate them from discussion boards. Web discussions require a Web server that is running SharePoint Team Services or Windows SharePoint Services.Web farmSee server farm .Web PartA modular unit of information that consists of a title bar, a frame, and content. Web Parts are the basic building blocks of a Web Part Page. A Web Part is the combination of a Web Part Description (.dwp) file and a Web Part assembly (.dll) file. All Web Parts are based on Web Custom Controls.Web Part description (.dwp) fileAn XML file that defines default property settings for installing a Web Part, including references to any other files required to run and display the part.Web Part infrastructureThe programming architecture used to work with Web Parts and Web Part Pages.Web Part PageA special type of Web page that contains one or more Web Parts. A Web Part Page consolidates data, such as lists and charts, and Web content, such as text and images, into a dynamic information portal built around a common task or special interest.Web Part zone A container with a set of properties that can be configured to control the organization and format of Web Parts on a Web Part Page. Web Part zones can also be used to provide protection against changes to Web Parts.Web serverA computer that hosts Web pages and responds to requests from browsers. URLs for files hosted on a Web server begin with http://. Also known as an HTTP server.WMSDESee Microsoft SQL Server 2000 Desktop Engine (Windows).word breakerA search technology used to separate text into individual words for implementing search queries. 2003 Microsoft Corporation. All rights reserved.