Advanced sharepoint services solutions

Explorer appears as a ripped page with a check mark. Additionally, the name of the template is bold. Figure 8-12 shows an example. The ripped page icon means that the template has not yet been associated with an MCMS Template File. An MCMS Template File is added to the project using the New Item dialog and is essentially a specialized ASP.NET page. The MCMS Template File implements the layout of CHAPTER 8 ■ SHAREPOINT AND MICROSOFT CONTENT MANAGEMENT SERVER 345 the template and is bound to the template through the TemplateFile property of the template. Once the TemplateFile property is set, the icon changes from ripped to whole. The check mark icon appears because the template is currently checked out for editing. Templates may be checked out by a single developer to prevent anyone else from making changes. You can check a template in and out by right-clicking the template and selecting the appropriate menu item. The bold name appears next to the template because it has not been saved. Templates will not be available for creating content until they have been saved. I find it a good idea to save frequently while creating templates. Understanding Placeholders Once you have associated an MCMS Template File with a template, you must arrange placehold- ers on the design surface. Adding placeholders is actually a multistep process that begins by set- ting values in the PlaceholderDefinitions property of the template. The PlaceholderDefinitions property is used to create a collection that represents all the different kinds of content you want to add to the template. Because the PlaceholderDefinitions property is a collection, you must click the ellipsis associated with the property. Then you are presented with a dialog that allows you to create multiple definitions for the template. With CST installed, MCMS supports seven different types of placeholders: HTML, XML, Attachment, Image, Office Attachment, Office HTML, and Share- Point Document. Placeholder definitions are associated with the template, not the MCMS Template File. Their role is to define the set of possible content types in the template. Actually implementing the placeholder definition is accomplished by dragging and dropping controls from the tool- box onto the MCMS Template File design surface. When an MCMS Template File is opened in design mode, the toolbox will contain a Content Management Server palette. Figure 8-13 shows the Content Management Server palette in Visual Studio .NET. Figure 8-13. The Content Management Server palette CHAPTER 8 ■ SHAREPOINT AND MICROSOFT CONTENT MANAGEMENT SERVER346 When a placeholder control is dropped onto the design surface of the MCMS Template File, it must be bound to one of the placeholder definitions in the template. This is accomplished using the PlaceholderToBind property of the control. After binding the control, designing the template is a simple matter of arranging the controls on the design surface. Once the design is completed, you can save the templates and build the project. The HTML Placeholder Control The HTML Placeholder Control is truly the workhorse of MCMS templates. This control can con- tain any kind of content that can be represented in HTML. This means that authors can use this placeholder to insert text or graphics. Template designers use this control when they are unsure of exactly what kind of content an author may want to include. The Single Attachment Placeholder Control The Single Attachment Placeholder Control allows an author to upload a file into a web page and display a link. Authors use this placeholder to show links to files from a web page. During the authoring process, MCMS will upload and store the file in the MCMS database. The Single Image Placeholder Control The Single Image Placeholder Control allows an author to upload an image file to a web page. This control is used to show just one image on a page. If authors want to display multiple images, they generally use the HTML placeholder. As with documents, the image is uploaded to the MCMS database during the authoring process. The SharePoint Document Placeholder Control The SharePoint Document Placeholder Control is used to link a document from a WSS library to a web page. This is the placeholder to use if you want to provide links to a document or generate in-line content. During the authoring process, the target document is uploaded to the MCMS database, but running the document update utility regularly helps keep changes to the document synchronized. The Search Input and Search Results Controls The Search Input Control is used to add search capabilities to a web page. The Search Results Control is used to display the results of a search. The external sample pages that ship with CST utilize these controls. The Search Meta Tag Generator Control The Search Meta Tag Generator Control is used to generate data that can be used to index MCMS pages for searching. During the setup of the development environment, we created a link between the MCMS channel structure and the SPS search engine. When SPS indexes the MCMS channel structure, it collects keyword information from pages with this control. CHAPTER 8 ■ SHAREPOINT AND MICROSOFT CONTENT MANAGEMENT SERVER 347 Understanding User Controls Along with placeholder controls, MCMS templates also make use of user controls to add addi- tional functionality like navigation or visual elements. The most common example of a user control is a console, which is a standard part of every MCMS project. The Default Console is a user control that implements the MCMS authoring console on a template. The templates defined by CST created their own authoring consoles. These consoles are better suited to the mixed SharePoint/MCMS environment. Exercise 8-1. MCMS and SharePoint The CMS Connector for SharePoint Technologies provides a significant level of integration between MCMS and SharePoint sites. CST allows you to use content from WSS libraries when authoring, searching, and indexing MCMS pages. Additionally, you can participate in the authoring and publishing process through web parts hosted in WSS sites. In this exercise, you will create a template that uses an InfoPath form to generate in-line content. The template and form will create an employee profile page that will contain basic information about an employee. Creating the Employee Profile Template The first step in creating the employee profile page is to build a template. In this section, you will use the existing sample project that ships with CST to create a template. The template will host a SharePoint Document Placeholder that will convert InfoPath form information to in- line content. Follow these steps to create a new MCMS template: 1. Start Visual Studio .NET. 2. In the main menu, select File ➤ Open ➤ Project. 3. In the Open Project dialog, navigate to \Program Files\Microsoft Content Management Server\ Sample Data\CmsSharePointConnector\CmsSharePointConnector.sln and click the Open button. 4. In Visual Studio .NET, select View ➤ Other Windows ➤ MCMS Template Explorer. 5. In the Template Explorer, expand the CmsSharePointConnector folder. 6. Right-click the Internal folder and select New Template from the context menu. 7. Rename the new template EmployeeProfile. 8. Right-click the EmployeeProfile template and select Save from the context menu. 9. Right-click the EmployeeProfile template and select Properties from the context menu. 10. In the Properties window, click the ellipsis associated with the PlaceholderDefinitions property. CHAPTER 8 ■ SHAREPOINT AND MICROSOFT CONTENT MANAGEMENT SERVER348 11. In the Placeholder Definition Collection Editor, click the down arrow next to the Add button. 12. Select to add a SharePoint Document Placeholder definition to the template. 13. Change the name of the placeholder to EmployeeProfile. 14. Click the OK button to save your changes. 15. Select Project ➤ Add New Item from the main menu. 16. In the Add New Item dialog, open the Content Management Server folder. 17. Select the MCMS Template File item from the Templates list. 18. Name the file EmployeeProfile.aspx and click the Open button. 19. Select File ➤ Save All from the main menu. 20. In the Template Explorer, right-click the EmployeeProfile template and select Proper- ties from the context menu. 21. In the Properties window, click the ellipsis associated with the TemplateFile property. 22. In the Select File dialog, select the EmployeeProfile.aspx file and click the Select button. 23. Right-click the EmployeeProfile template and select Save from the context menu. 24. Select View ➤ Solution Explorer from the main menu. 25. Drag the CmsSpsConsole.ascx control from the Console folder in the Solution Explorer and drop it on the design surface of the EmployeeProfile.aspx page. 26. Select View ➤ Toolbox from the main menu. 27. In the toolbox, click on the Content Management Server palette. 28. Drag the SharePoint Document Placeholder control from the toolbox and drop it directly to the right of the Default Console control. 29. Right-click the SharePoint Document Placeholder control and select Properties from the context menu. 30. In the Properties window, drop down the list associated with the PlaceholderToBind property and select EmployeeProfile. 31. Select Build ➤ Build Solution from the main menu. 32. In the Template Explorer, right-click the EmployeeProfile template and select Check In from the context menu. 33. Exit Visual Studio .NET. CHAPTER 8 ■ SHAREPOINT AND MICROSOFT CONTENT MANAGEMENT SERVER 349 Creating the Employee Profile Form The next step in the project is to create the InfoPath form that will contain the employee profile. In this section, you will build a form with two views. The default view will be used to fill in the form; the second view will be used to generate the style sheet necessary to create the in-line content. Follow these steps to create the employee profile form: 1. Start Microsoft InfoPath and select File ➤ Design a Form from the main menu. 2. In the Design a Form pane, select New Blank Form. 3. In the Design Tasks pane, click the Layout link. 4. In the Layout pane, click the Table with Title layout. 5. When the table is inserted, click in the area marked Click to Add a Title. 6. Enter the text Employee Profile. 7. Click in the area marked Click to Add Form Content. 8. In the Layout pane, click the Two-Column Table layout. 9. Repeat this process until you have six two-column tables in the form. 10. In the left-hand column cells, enter labels for the form as Name, Title, Phone, E-Mail, Skills, and Other. 11. In the Layout pane, click the Controls link. 12. In the Controls pane, drag a Text Box control into each of the cells in the right-hand column. 13. Select Format ➤ Color Schemes from the main menu. 14. In the Color Schemes pane, select the Blue color scheme. 15. Select View ➤ Manage Views from the main menu. 16. In the Views pane, click the Add a New View link. 17. In the Add View dialog, name the new view Content and click the OK button. 18. In the Views pane, click the View 1 view. 19. Select Edit ➤ Select All from the main menu. 20. Select Edit ➤ Copy from the main menu. 21. In the Views pane, click the Content view. 22. Select Edit ➤ Paste from the main menu. 23. Right-click any of the text fields in the Content view and select Text Box Properties from the context menu. CHAPTER 8 ■ SHAREPOINT AND MICROSOFT CONTENT MANAGEMENT SERVER350 24. In the Text Box Properties dialog, click the Display tab. 25. On the Display tab, check the Read-Only box. 26. Click the OK button to save the changes. 27. Repeat the steps to set the Read-Only property for each text field. Figure 8-14 shows the final form. 28. Select File ➤ Extract Form Files from the main menu. 29. In the Browse for Folder dialog, select the My Documents folder. 30. Click the OK button to extract the form files. 31. Select File ➤ Publish from the main menu. 32. When the Publishing Wizard starts, click the Next button. 33. On the next screen, select to publish the form to a SharePoint form library and click the Next button. 34. On the next screen, accept the default option to create a new form library and click the Next button. 35. On the next screen, enter the address of the Test MCMS site you created in SharePoint. 36. On the next screen, name the new library Profiles and click the Next button. 37. Click the Finish button to publish the form. 38. Close the wizard and exit InfoPath when you are done. Figure 8-14. The Employee Profile form CHAPTER 8 ■ SHAREPOINT AND MICROSOFT CONTENT MANAGEMENT SERVER 351 Adding the Style Sheet to the Catalog Once you have extracted the style sheet from the InfoPath form, it must be added to the style sheet catalog. This process involves saving the extracted style sheet and making edits to the catalog.xml file. This process will make the style sheet available to authors who are using your template. Follow these steps to add the style sheet to the catalog: 1. Open the Window File Explorer and navigate to the My Documents folder. 2. Locate the file Content.xsl. This is the style sheet that creates the Content view of the InfoPath form. 3. Copy the file Content.xsl into the folder \Program Files\Microsoft Content Management Server\ Server\IIS_CMS\WssIntegration\Dialogs\WssDocumentFinder\TemplateCatalog. 4. In this same directory, right-click the file catalog.xml and select Edit with Visual Studio .NET 2003 from the context menu. 5. In Visual Studio .NET, select Edit ➤ Find and Replace ➤ Find. 6. In the Find dialog, type FileExt="contentxml" and click the Find Next button. 7. Add the following code to create a new template definition for the Employee Profile form: ■Caution Be sure to put the contents of the tag on a single line. It is broken in the following listing due to space constraints. Also replace the [drive] token with your drive letter. Displays the employee profile in line. [drive]:\Program Files\Microsoft Content Management Server\Server\IIS_CMS\WssIntegration\Dialogs\WssDocumentFinder \TemplateCatalog\Content.xsl 8. Select File ➤ Save All from the menu and exit Visual Studio .NET. Creating an Employee Profile Once the style sheet is available from the catalog, you can create a new page. The content for the new page will be entered in the InfoPath form and saved in the form library. After the con- tent is saved, you will create a new MCMS page based on the content. Follow these steps to create a new employee profile: 1. In the Internet Explorer, navigate to the test MCMS site you created in SharePoint. 2. On the Test MCMS home page, click the Documents and Lists link. CHAPTER 8 ■ SHAREPOINT AND MICROSOFT CONTENT MANAGEMENT SERVER352 3. On the Documents and Lists page, click the link for the Profiles form library. 4. On the Profiles library page, click the Fill Out This Form link. 5. When the InfoPath form opens, fill it out with information about yourself. 6. When you have filled out the form, select File ➤ Save from the main menu. 7. In the Save as dialog, save the file as My Profile. 8. Close InfoPath and return to the Test MCMS site. 9. On the Test MCMS site home page, drop down the menu on the left-hand side of the MCMS Page Listing web part and select Switch to Edit Mode. 10. Drop down the same menu again and select Go To This Channel to access the Internal Channel on MCMS. 11. In the authoring console, select Create New Page. 12. On the Select Template Gallery, select the Internal folder. 13. On the Select template page, click the Select icon associated with the EmployeeProfile template. 14. In the SharePoint Library placeholder, click the paperclip icon. 15. In the Placeholder Properties window, type the complete address of your Test MCMS site into the Type the URL for a Site field. 16. Click the OK button to accept the site entry. 17. Select the Profiles library from the list of available libraries. 18. When the list of files appears, click the My Profile.xml file. 19. Be sure the Allow Document Update Tool to Update This File box is checked and click the Next button. 20. In the layout list, select Employee Profiles. 21. Click the Finish button to accept the changes. 22. In the authoring console, click the Save New Page link. 23. In the Create New Page window, enter My Profile in the Name field and click the Same As Name button. 24. Click the OK button to save the changes. 25. In the authoring console, click the Approve link to immediately publish the page. Index 353 ■A ACA (Server Configuration Application) hosting 321 Act methods initiating business activity 198 AddAttachment method Lists web service 63 AddDocLibMenuItems function 41 AddList method Lists web service 63 AddListMenuItems function 41 ADMIN directory description 2 advanced functoids 289 AggregateView attribute View element 18 Aggregation attribute Field element 23 AIR module description 199–200 AllowedHyperLink attribute Field element 23 AllowedMultiVote attribute Field element 23 AllUsersWebPart element adding a non-list web part to a page 20–21 as child of File element 17 AlternateCSS attribute Project element 6–8 AlternateHeader attribute Project element 6, 8–9 Analysis Services. See SQL Analysis Services Application Integration and Rendering module. See AIR module Archive Folder Name WSSLib Transport property Receive Ports folder 298 Area class using tree views effectively 163 AreaManager class using tree views effectively 163 areas and listings adding to TreeView control 181–183 asynchronous data retrieval understanding 166–167 Attachments type description 30–31 Audience property Container web part 174 AudienceManager class GetUserAudienceIDs method 170 AudienceNameID class 170 audiences grouping list items exercise coding web part 187–192 deploying 192–193 starting project 186–187 improving presentation with 169–176 Authoring Connector interface authoring and publishing content in MCMS 331 AuthoringInfo attribute Field element 23 ■B balanced scorecard exercise creating a strategy map 274 defining scorecard 273–274 defining scorecard elements 272–273 introduction 271–272 mapping the scorecard 274–276 viewing the scorecard 276 Base WSSLib Transport property Send Ports folder 298 BaseAddress property WebClient class 59 BaseType attribute Field element 23 List element 15 ListTemplate element 13 BaseViewID attribute View element 18 Batch element 69 attributes 70 BinaryWriter class accessing binary data 56 binding an orchestration 298–299 BizTalk Editor working with message schemas 287–291 BizTalk Explorer configuring ports 296–298 BizTalk Mapper functoids table of categories 289 BizTalk Server 2004. See BTS BLOB data returning from WSS 56 Body attribute NavBar element 10 ■INDEX354 breadcrumb navigation using 164–166 BSA (Business Scorecards Accelerator) creating a development environment 258–259 configuring scorecard web service 260–261 creating a test scorecard site collection 261–263 installing client components 263 installing core files 259–260 creating business scorecards defining a scorecard 264–265 defining a strategy map 266–267 defining cubes and sources 263–264 defining scorecard elements 264 mapping the scorecard 265–266 scorecard security 267 data sources cubes 257 data warehouses 254–256 introduction 253 understanding business scorecards 258 BTS (BizTalk Server) architecture BTS adapters 277–279 BTS pipelines 279 orchestrations 279 creating BizTalk solutions deploying orchestrations 296–299 developing orchestrations 291–296 introduction 286–287 message schemas 287–291 setting up a development environment creating a test BizTalk site collection 285–286 installing BizTalk Server 2004 280–284 installing required updates 280 installing the WSS Adapter 284–285 introduction 279 BTS adapters table 278 business scorecards understanding 258 Business Scorecards Accelerator. See BSA button types supported by Toolbar control 110 ■C Call Orchestration orchestration shape 291 Call Rules orchestration shape 291 CAML (Collaborative Markup Language) customizing WSS sites 1 CAML fragment returned by GetListCollection method, Lists web service 63–67 CanToggleHidden attribute Field element 23 CAS engine introduction 198–199 Case element 30 Catalog attribute ListTemplate element 13 Choice type using list items in fields 26 Citreq method RPC POST format 81 ClassInfo attribute Field element 23 Cmd attribute Method element 70 CMS Connector for SharePoint Technologies. See CST CmsSharePointConnector solution understanding 342–343 Collaborative Markup Language. See CAML ColName attribute Field element 23 Commas attribute Field element 23 Integer type 26 Comments attribute View element 224 Compensate orchestration shape 291 computed fields introduction 27–30 configuration database 51 Configuration element attributes 5 Construct Message orchestration shape 291 understanding 295–296 Container web part Audience property 174 targeting a web page 175–176 CONTAINS predicate 148 content database 51 Content Editor web part working with 41–43 Context and Action Service engine. See CAS engine conversion functoids 289 Counter type description 31 CreateChildControls method adding server controls 103 creating Toolbar control instance 110 CredentialCache class DefaultCredentials property 60 Credentials property WebClient class 59 CrossProjectLink type description 31 CST (CMS Connector for SharePoint Technologies) working with WSS and MCMS 319 cube creation exercise creating a new cube 270–271 creating dimensions 268–270 creating new database 267–268 cubes 257 culture directory description 2 key files 2–3 WEBTEMPXML template file 4 cumulative functoids 289 Currency types attributes 26 Custom Project Wizard creating 130–131 exercise 137–138 programming 132–136 VSZ and VSDR files 131–132 custom site definition exercise accessing task information 45–47 adding helper function 49–50 creating basic site template 43–44 creating new menu item 44–45 exporting task to MS Outlook 47–49 using new site definition 50 Custom_AddDocLibMenuItems function 41 Custom_AddListMenuItems function 41 customizing SPS navigation introduction 159–161 performance issues 166–168 using themes 161–162 using tree views effectively 162–163 customizing SPS search customizing search results 154–157 generating custom displays 158–159 introduction 145–146 modifying query behavior 157–158 QueryProvider class 149–154 sending parameters to Search.aspx 146–149 CustomJSUrl attribute Project element 6 ■D data cleansing 255 Data element as child of List element 22 Data property IRegion interface 215–217 data warehouses cubes 257 understanding 254–256 database functoids 289 date/time functoids 289 DateInUtc element query options 67 DayTime types Format attribute 26 Decide orchestration shape 291 understanding 294–295 Decimals attribute Currency type 26 Field element 23 Number type 26 Default attribute DocumentTemplate element 14 List element 15 ListTemplate element 13 Default element 30 DefaultCredentials property CredentialCache class 60 DefaultDescription element as child of MetaData element 23 DefaultReferenceSchemaName attribute View element 224 DefaultView attribute View element 18 DefaultViewName attribute View element 224 Delay orchestration shape 291 Delete method RPC POST format 81 DeleteAttachment method Lists web service 63 DELETEFIELD method RPC POST format 81 DeleteList method Lists web service 63 RPC POST format 81 DeleteView method RPC POST format 81 Description attribute Configuration element 5 DocumentTemplate element 14 Field element 23 List element 15 ListTemplate element 13 designing IBF solutions 208 DialogView method RPC GET format 74, 77–80 dimemensions, fact tables 255 Dir attribute Field element 23 Direction attribute List element 15 DirName field Doc Table 55 DisableAttachments attribute List element 15 ■INDEX 355 DisableWebDesignFeatures attribute Project element 6 Display method RPC GET format 74, 75–77 DisplayElement element 29 DisplayImage attribute Field element 23 DisplayName attribute DocumentTemplate element 14 Field element 23 ListTemplate element 13 View element 18 DisplayNameSrcField attribute Field element 23 DisplayPattern element 27 DisplayPost method RPC POST format 81, 84–86 Div attribute Field element 24 Number type 26 Docs table columns and data types 52–53 using 54–56 document web service exercise adding web reference 93 coding web service 93–94 retrieving document identifier 94–95 setting document properties 95 uploading file to library 94 creating IIS web site 90–91 creating web service client 96–98 creating WSS team site 89–90 deploying web service 96 starting the web service project 91–92 using web service 98 documents accessing binary information 56–59 Docs table 52–56 downloading and uploading 59–61 introduction 51–52 working with document properties 61–70 DocumentTemplate attribute ListTemplate element 13 DontSaveInTemplate attribute ListTemplate element 13 DownloadData method WebClient class 59 DownloadFile method WebClient class 59, 60 DTS (Data Transformation Services) 255 ■E enlisting an orchestration 298–299 Enterprise Performance Management. See EPM entities views returned by web services to IBF 197–198 Entity element attributes 224 EPM (Enterprise Performance Management) 253 Error Threshold WSSLib Transport property Receive Ports folder 298 EventSinkAssembly attribute List element 15 EventSinkClass attribute List element 15 EventSinkData attribute List element 15 Execute method QueryProvider class 149 exercises 1-1 custom site definition 43–50 2-1 building a document web service 89–98 2-2 building a site explorer 96–101 3-1 advanced web part techniques 136–143 4-1 tree view navigation exercise 176–186 4-2 grouping list items by audience 186–193 5-1 creating IBF solutions 231–246 5-2 creating smart tag recognizer 246–252 6-1 creating a simple cube 267–271 6-2 creating a balanced scorecard 271–276 7-1 using the WSS Adapter 299–317 8-1 MCMS and SharePoint 347–352 ExportList method RPC GET format 74 RPC POST format 81 Expression orchestration shape 291 Expression property Message Assignment orchestration shape 295 Extension WSSLib Transport property Send Ports folder 298 ■F fact tables 255 FailIfEmpty attribute View element 18 Field element attributes 23–25 Field element 69 FieldRef attribute Field element 24 FieldRef element 27 Fields element Field child element 23 FieldSwitch element 29 File element introduction 17 ■INDEX356 File type description 31 FileDialog attribute View element 18 FileStream class accessing binary data 56 FillInChoice attribute Field element 24 Filterable attribute Field element 24 Folder element query options 67 ForcedDisplay attribute Field element 24 Form element understanding 37 Format attribute DayTime types 26 Field element 24 FPModified attribute View element 18 FreeForm attribute View element 18 FromBaseType attribute Field element 24 functoids. See BizTalk Mapper functoids ■G GenerateQueryString method SearchResult web part 157 Get methods returning views for entities 198 GetAllSubWebCollection method Web table web service 88 GetAttachmentCollection method Lists web service 63 GetList method Lists web service 63, 65 GetListAndView method Lists web service 63 GetListCollection method Lists web service 63 GetListItemChanges method Lists web service 63 GetListItems method Lists web service 63, 66, 67 GetListTemplates method Web table web service 88 GetProSchema method RPC GET format 74 GetUsageBlob method RPC GET format 74 GetUserAudienceIDs method AudienceManager class 170 GetWeb method Web table web service 88 GetWebCollection method Web table web service 88 Group orchestration shape 292 Guid type description 31 ■H HeaderImage attribute Field element 24 Headers property WebClient class 59 Hidden attribute Configuration element 5 Field element 24 ListTemplate element 13 View element 18 HiddenList attribute ListTemplate element 13 HitCounter method RPC GET format 74 HostProxy property IRegion interface 215, 217 HostType property IRegion interface 215, 217 HTML Placeholder Control 346 HTMLEncode attribute Field element 24 ■I IBF (Information Bridge Framework) building IBF compliant web services 208–214 building IBF metadata defining entities and views 223–225 describing web services in metadata 220–221 importing search metadata 221–223 introduction 218–219 understanding IBF use of metadata 225–226 building IBF solutions building IBF compliant web services 208–214 designing 208 introduction 207–208 building user interfaces Data Property 215–217 introduction 214–215 creating a development environment 200–202 client installation 203–204 configuring Outlook 206–207 installing IBF client 205–206 installing Metadata Designer and Resource Kit 206 installing PIA assemblies 204–205 server installation 202–203 ■INDEX 357 IBF (continued) deploying IBF solutions 226–227 introduction 195–196 key concepts 196–197 AIR module 199–200 CAS engine 198–199 IBF compliant web services 197–198 metadata and metadata service 198 role of smart technologies 200 smart tags building 227–231 deploying 231 IBF solution exercise creating metadata project 239 adding a transformation 242–243 adding an action 243–244 adding an operation 242 adding blank schema 240 adding ports 241–242 adding search capability 244 creating the entity 240–241 importing metadata 239–240 testing the solution 244–245 creating user interface 237–239 creating web service 231–233 defining data elements 233–234 defining web methods 234–235 generating web service metadata 236–237 testing 235–236 prerequisites 231 ID attribute Configuration element 5 Method element 70 NavBar element 10 Template element 5 IE web controls installing 104–107 introduction 103–104 Image attribute ListTemplate element 13 IMAGES directory description 2 ImageURL attribute Configuration element 5 ImageUrl property TreeView control 110 IncludeMandatoryColumns element query options 67 Index attribute OperationInstance element 224 TransformationInstance element 225 Information Bridge Framework. See IBF InputOperationIndex attribute TransformationInstance element 225 InputOperationOutputSchemaIndex attribute TransformationInstance element 225 Integer type attributes 26 Internet Explorer. See IE IRegion interface properties 215 IsList attribute View element 224 Items collection Toolbar control 110 ■J JoinColName attribute Field element 24 JoinType attribute Field element 24 ■K Kaplan, Robert balanced scorecard methodology 253 ■L LAYOUTS directory description 2 LCID attribute Field element 24 Leaf field Doc table 55 line-of-business systems. See LOB systems List attribute Field element 24 View element 18 List element attributes 15–16 child elements 22 SCHEMAXML file 22 ListDir attribute Project element 6 Listen orchestration shape 292 lists definition adding lists to site definitions 37 basic field data types 26 computed fields 27–30 Content Editor web part 41–43 Field element 23–25 introduction 21–23 miscellaneous field types 30–32 shortcut menus 37–41 understanding Form element 37 understanding Toolbar element 34–37 understanding View element 32–34 using list items in fields 26–27 working with Lists table 70–72 RPC (Remote Procedure Calls) 74 SQL queries 73–74 UserData table 72 ■INDEX358 Lists table columns and data types 70–71 tp_ServerTemplate field 73 Lists web service methods 63 working with document properties 61–70 ListTemplate element 12 attributes 13 ListTemplates element 12 ListVersion attribute Batch element 70 LOB systems 195, 196 updating with Put methods 198 logical functoids 289 Lookup type using list items in fields 26 Loop orchestration shape 292 understanding 294–295 ■M maps (BTS) validating 289 mathematical functoids 289 Max attribute Currency type 26 Field element 24 Number type 26 MaxLength attribute Field element 24 Text type 26 MCMS (Microsoft Content Management Server) architecture 319–320 authoring and publishing content 331–334 using content from WSS libraries 337–342 using MCMS Pages web parts 334–337 creating a development environment creating MCMS accounts 323–324 creating MCMS database 324–325 creating web sites 321–322 installing MCMS 325–331 introduction 320–321 setting upload limits 322–323 installation configuring MCMS database 327–328 configuring search settings and indexing content 329–330 creating a test WSS site 331 installing additional components 328 installing core server files 325–326 installing CST 328 installing service pack 1 326–327 installing web controls 325 testing installation 330–331 introduction 319 MCMS and SharePoint exercise 347–352 adding style sheet to catalog 351 creating employee profile 351–352 creating employee profile form 349–350 creating employee profile template 347–349 MCMS templates CmsSharePointConnector solution 342–343 understanding 343–345 understanding placeholders 345–346 user controls 347 MCMS Page Listing web part 334–336 MCMS Pages in Production web part 334–336 MCMS Pages Waiting for Approval web part 334–336 measures, fact tables 255 MeetingInstanceID element query options 67 Message Assignment orchestration shape 292 understanding 295–296 message construction (BTS) understanding 295–296 message schemas (BTS) introduction 287–288 promoting schema properties 289–290 validating schemas and maps 290–291 MessageBox database 279 MetaData element as child of List element 22–23 metadata explorer 198–199 Metadater Designer installing 206 Method element 69 attributes 70 Microsoft Content Management Server. See MCMS Microsoft Office Information Bridge Framework. See IBF Microsoft Outlook configuring for IBF 206–207 Microsoft.InformationBridge.Framework.Int erfaces library building user interfaces 214 IRegion interface 215 Microsoft.InformationBridge.Framework.UI. Interop library building user interfaces 214 Microsoft.InformationBridge.Framework.UI. Search.Metadata.Xml file caution 222 locating 221 Microsoft.Office.Interop.SmartTag namespace building smart tags 228 ■INDEX 359 Microsoft.SharePoint.Portal.Audience namespace AudienceManager class 170 Min attribute Currency type 26 Field element 24 Number type 26 MODLISTSETTINGS method RPC POST format 81 ModStat type using list items in fields 26 Modules element 16 MtgKeep method RPC POST format 81 MtgMove method RPC POST format 81 Mult attribute Field element 24 Number type 26 MultiPage control IE web controls 103 using 114–118 MultipleMtgDataList attribute ListTemplate element 13 MustSaveRootFiles attribute ListTemplate element 13 ■N Name attribute DocumentTemplate element 14 Field element 24 List element 15 ListTemplate element 13 NavBar element 10 NavBarLink element 10 Template element 5 View element 18, 224 Namespace WSSLib Transport property Send Ports folder 298 NavBar element attributes 10 NavBarLink element attributes 10 NavBars element 9–10 NavigateUrl property TreeView control 109 NegativeFormat attribute Field element 24 Integer type 26 NEWFIELD method RPC POST format 81 NewList method RPC POST format 81 NewView method RCP POST format 82 NewViewPage method RCP POST format 82 NewWebPage method RCP POST format 82 Node attribute Field element 24 NoEditFromBreak attribute Field element 24 Norton, David balanced scorecard methodology 253 Note type description 31 NumLines attribute Field element 24 ■O Office Web Components. See OWC OnError attribute Batch element 70 ONETXML file ListTemplates element 12 NavBars element 9–10 Project element 6 related to WEBTEMPXML template file by Configuration element 14 OnQuickLaunch attribute ListTemplate element 13 OpenRead method WebClient class 59 OpenWrite method WebClient class 59 OperationInstance element attributes 224 understanding IBF use of metadata 225 OperationMetadataSolutionName attribute OperationInstance element 224 OperationName attribute OperationInstance element 224 orchestrations 279 deploying 296–299 developing 291–296 shapes table 291–292 OrderedList attribute List element 15 OrderedView attribute View element 18 Outlook configuring for IBF 206 Overwrite WSSLib Transport property Send Ports folder 298 OWC (Office Web Components) 279 ■P PageView objects contained within MultiPage control 114–115 Paging element query options 67 ■INDEX360 Parallel Actions orchestration shape 292 understanding 294–295 Path attribute DocumentTemplate element 14 ListTemplate element 13 View element 18 Percentage attribute Field element 24 Number type 26 PIA assemblies installing 204–205 PIAAttribute attribute Field element 24 PITarget attribute Field element 25 PlaceholderDefinitions property MCMS templates 345 placeholders 345–346 Polling Interval WSSLib Transport property Receive Ports folder 298 Port Configuration Wizard configuring ports 296 Port orchestration shape 292 understanding 292–293 Prefix attribute NavBar element 10 Presence attribute Field element 25 Primary Interop Assemblies. See PIA assemblies PrimaryKey attribute Field element 25 PrivateList attribute List element 15 Project element AlternateCSS attribute 6–8 AlternateHeader attribute 6, 8–9 attributes 6 Property n Name WSSLib Transport property Send Ports folder 298 Property n Source Namespace WSSLib Transport property Send Ports folder 298 Property n Source WSSLib Transport property Send Ports folder 298 Put methods updating LOB systems 198 ■Q Query element creating 67 QueryOptions element creating using Visual Basic Net 68 options 67–68 QueryProvider class customizing search results 154 using 149–154 QueryString property WebClient class 59 QueryTemplateFromPart property SearchResult web part 157 QueryTemplateOrderByPart property SearchResult web part 157 QueryTemplateSelectPart property SearchResult web part 157 QueryTemplateWherePart property SearchResult web part 157 QuickLaunchUrl attribute List element 15 ■R ReadOnly attribute Field element 25 View element 18 Receive orchestration shape 292 understanding 293–294 Receive Ports folder WSSLib Transport properties 298 Recognize2 function building smart tags 229 Recurrence type description 31 RecurrenceRowset attribute View element 18 references IBF XML data 197–198 ReferenceSchemaName attribute ViewLocator element 224 RenderView method RPC GET format 74 RenderXMLUsingPattern attribute Field element 25 ReorderFields method RCP POST format 82 Required attribute Field element 25 required groups (BTS) creating 280–281 table 281 Resource Kit installing 206 WSDL to Metadata tool 220–221 ResponseHeaders property WebClient class 59 RichText attribute Field element 25 Role Link orchestration shape 292 RootWebOnly attribute List element 15 ListTemplate element 13 RowLimit attribute View element 18 ■INDEX 361 RPC (Remote Procedure Calls) GET format 74–80 POST format 80–86 runQuery method Web Forms User Control 128 ■S Save method RCP POST format 82, 82–83 SCHEMAXML file List element 22 SchemaName attribute View element 224 schemas and maps (BTS) validating 289 scientific functoids 289 Scope attribute View element 18 Scope orchestration shape 292 scorecards. See balanced scorecards; BSA Sealed attribute Field element 25 Search Input Control 346 search keywords 147 Search Meta Tag Generator Control 346 Search Results Control 346 search scopes specifying 147–148 search types 148 SearchResultManagement web part customizing search results 154–155 SearchResults web part customizing search results 154–155 SecurityBits attribute ListTemplate element 13 Select Case statement example of using 111 SELECT statements writing 73–74 SelectedItem property ToolbarDropDownList class 111 Send orchestration shape 292 understanding 293–294 Send Ports folder WSSLib Transport properties 298 SeparateLine attribute Field element 25 Separator attribute NavBar element 10 Server Configuration Application. See ACA server controls to web part interfaces 103 SharePoint Document Placeholder Control 346 SharePoint Portal Server. See SPS shortcut menus 37–41 ShowAddressBookButton attribute Field element 25 ShowField attribute Field element 25 ShowHeaderUI attribute View element 18 ShowInEditForm attribute Field element 25 ShowInFileDLG attribute Field element 25 ShowInNewForm attribute Field element 25 Single Attachment Placeholder Control 346 Single Image Placeholder Control 346 Single Sign-On service. See SSO service Site Address Name WSSLib Transport property Receive Ports folder 298 Site Address URL WSSLib Transport property Receive Ports folder 298 Send Ports folder 298 Site Application Pool Identity 321 site definition adding lists to 37 creating 3–6 customizing 6 alternative header 8–9 alternative style sheet 6–8 configurations and modules 14–21 list and document templates 12–14 site navigation 9–12 folders 2 key files 1 site explorer exercise adding child sites 100–101 adding web reference 99 returning all sites 99–100 starting project 98–99 Site Folder Name WSSLib Transport property Send Ports folder 298 SiteId field Doc Table 55 SiteProvision method RCP POST format 82 sites and subsites adding to TreeView control 183–184 Sites table 86–87 smart tag recognizer exercise deploying smart tag 251–252 finishing recognizer 250–251 initializing recognizer 247–249 recognizing terms 249–250 starting project 246–247 smart tags building 227–231 deploying 231 smart technologies 195 role of in IBF 200 ■INDEX362 SmartTagInitialize function building smart tags 228 Sortable attribute Field element 25 SPS (SharePoint Portal Server) 3 advanced solutions customizing navigation 159–169 customizing search engine 145–159 grouping list items by audiences exercise 186–193 improving presentation with audiences 169–176 tree view navigation exercise 176–186 SQL Analysis Services required by BSA scorecards 258 setting up BTS development environment 279 SQL directory description 2 SQL queries writing 73–74 SqlDataReader class accessing binary information 56 SSO service utilizing for IBF compliant web services 212 staging areas 255 star schema 255 Start Orchestration orchestration shape 292 StorageTZ attribute Field element 25 Stream class accessing binary data 56 string functoids 289 StripWS attribute Field element 25 STS template configurations 4–5 STS Template element 5 configurations 14 Suffix attribute NavBar element 10 SuppressNameDisplay attribute Field element 25 Suspend orchestration shape 292 Switch element 29 System.Xml namespace building user interfaces for IBF 214 ■T Tab objects contained within TabStrip control 114–115 TabStrip control IE web controls 103 using 114–118 Target property TreeView control 109 TargetResultListID property SearchResultManagement web part 156 team site creation adding a non-list web part to a page 20–21 changing visible lists 18–19 WebPartPopulation module 19–20 Template element ID attribute 5 Name attribute 5 Template Explorer creating new templates 344 Terminate orchestration shape 292 Text property TreeView control 109 Text type MaxLength attribute 26 TextOnly attribute Field element 25 THEMES directory description 2 Threaded attribute View element 18 Threading type description 32 Throw Exception orchestration shape 292 ThumbnailSize attribute List element 15 Title attribute Configuration element 5 List element 15 Project element 6 tool part listing audiences in 171–172 Toolbar control ButtonClick event 111 IE web controls 103 using 110–114 Toolbar element understanding 34–37 ToolbarDropDownList class SelectedItem property 111 tp_ServerTemplate field Lists table 73 Transform orchestration shape 292 understanding 295–296 TransformationInstance element attributes 225 TransformationName attribute OperationInstance element 224 TransformationInstance element 225 tree view of site collection creating 88–89 TreeView control creating tree view of site collection 88–89 IE web controls 103 navigation exercise coding web part 177–185 ■INDEX 363 TreeView control (continued) deploying web part 185–186 prerequisites 176 starting project 177 using 107–110 Type attribute Configuration element 5 DocumentTemplate element 14 Field element 25 List element 16 ListTemplate element 13 View element 18 ■U Unique attribute ListTemplate element 13 UPDATEFIELD method RCP POST format 82 UpdateList method Lists web service 63 UpdateListItems method Lists web service 63, 69 UpdateView method RCP POST format 82 UploadData method WebClient class 59, 60 UploadFile method WebClient class 59 UploadValues method WebClient class 59 Url attribute List element 16 NavBarLink element 10 View element 18 URL type description 32 URLEncode attribute Field element 25 List element 16 URLEncodeAsURL attribute Field element 25 User Control Designer 118–121 User type description 32 UserData table columns and data types 72 ■V Version attribute Batch element 70 VersioningEnabled attribute List element 16 View element as child of File element 17 as child of Views element 32 attributes 18, 224 understanding 32–34 View Name WSSLib Transport property Receive Ports folder 298 Viewable attribute Field element 25 ViewBody element 34, 35 ViewFields element 32 ViewLocator element ReferenceSchemaName attribute 224 ViewName attribute Batch element 70 views IBF entity information as 197–198 Visual Studio NET building IBF compliant web services 208–214 creating BizTalk solutions 286–299 installing IE web controls 104–107 Lists web service accessing 62 methods 63 metadata explorer 198–199 TreeView control navigation exercise coding web part 177–185 Web Forms User Controls 118–136 VisualStyling property IRegion interface 215, 217–218 VSDR files 131–132 VSZ files 131–132 ■W Web Authoring interface authoring and publishing content in MCMS 331–334 Web Forms User Controls building exercise 138–139 coding exercise 139–141 creating a Custom Project Wizard 130–136 hosting and deploying 121–125 solution lifecycle 125–126 User Control Designer 118–121 web part properties 126–130 web part advanced techniques exercise building host web part 141–142 building Web Forms User Control 138–139 coding Web Forms User Control 139–141 creating Custom Project Wizard 137–138 deploying 142–143 introduction 136–137 prerequisites 137 IE Web Controls 103–118 Web Forms User Controls 118–136 WebBarPage element as child of File element 17 ■INDEX364 WebClient class members 59 WebImageHeight attribute List element 16 WebImageWidth attribute List element 16 WebPart web part customizing search results 154 WebPartOrder attribute View element 18 WebPartZoneID attribute View element 18 Webs table associated web service 88–89 Webs table 86–87 WEBTEMPXML template file creating new web template file 4 related to ONETXML file by Configuration element 14 WebTemplate field Webs tables 87 WebUrlFromPageUrl method Web table web service 88 WHERE clause 148–149 wildcard searches example 158 Windows SharePoint Services. See WSS WSDL to Metadata tool describing web services in metadata 220–221 WSS (Windows SharePoint Services) customizing site structures 1 site definition folders 2 using content from libraries 337–342 working with MCMS 319 WSS Adapter installing 284–285 WSS Adapter exercise building and deploying the solution 314 binding and starting orchestration 316–317 configuring send and receive ports 315–316 testing the solution 317 building InfoPath forms creating the request form 304–305 creating the response form 306–307 creating the WSS site 304 creating message schemas 299–300 creating a schema map 303–304 promoting schema properties 300–301 validating schema 301–303 creating the orchestration 307–308 configuring orchestration 308–311 creating orchestration ports 311–313 creating the send pipeline 313–314 WSSMode property web part 178 ■X XML data IBF sends as references 197–198 XML directory description 2 XMLForm attribute DocumentTemplate element 14 xName attribute Field element 25 ■INDEX 365