Creating Client Extranets with Sharepoint 2003

Description

Creating Client Extranets with SharePoint 2003 is a guide for creating client-facing extranets using SharePoint 2003. This book serves as a how-to for building full-featured extranets using SharePoint 2003 and .NET technologies. If you already have experience developing and deploying business applications in .NET, then this book will help you master the intricacies of SharePoint 2003 development and customization.

This is the only book of its kind - one designed to help you build a functioning client extranet from start to finish, avoiding many inherent traps in SharePoint development. It contains numerous valuable tips, tricks, and traps. And it offers various working code samples to help you get up to speed quickly using the SharePoint object model and Web Services. It uniquely focuses on SharePoint as a corporate development platform, while other books tend to focus only on end-user features.

CONTENTS:

Mark E. Gerow
Creating Client Extranets
with SharePoint 2003
Creating Client Extranets with SharePoint 2003
Copyright © 2006 by Mark E. Gerow
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Contents
About the Author . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xiii
About the Technical Reviewer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xvii
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xix
■CHAPTER 1 SharePoint Extranet Architectures and Components . . . . . . 1
Requirements of a Secure SharePoint Extranet . . . . . . . . . . . . . . . . . . . . . . . 1
Provide User-Level Authentication and Authorization . . . . . . . . . . . . . 1
Encrypt Data Sent over the Internet . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Hide the Identity of the SharePoint Server from Internet Users . . . . . 2
Allow Employees to Access the Extranet
Without Re-Authenticating . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Extranet Configuration Scenarios . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Scenario 1: No Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Scenario 2: Windows Authentication Without SSL . . . . . . . . . . . . . . . . 3
Scenario 3: Windows Authentication with SSL . . . . . . . . . . . . . . . . . . . 4
Scenario 4: Windows Authentication with ISA 2004 Server . . . . . . . . 4
Scenario 5: Windows Authentication
with ISA Server 2004 and SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Installing SharePoint As an Extranet. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Installing an Extranet Domain Controller . . . . . . . . . . . . . . . . . . . . . . . . 7
Configuring a One-Way Trust Relationship . . . . . . . . . . . . . . . . . . . . . 10
Installing Microsoft Certificate Services . . . . . . . . . . . . . . . . . . . . . . . 14
Installing Internet Security and Acceleration Server 2004 . . . . . . . 16
Installing Windows SharePoint Services . . . . . . . . . . . . . . . . . . . . . . . 18
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
■CHAPTER 2 Configuring ISA Server, WSS, and IIS with SSL . . . . . . . . . . . 25
Configuring IIS and SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Creating a Certificate Request . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Submitting the Certificate Request to
Microsoft Certificate Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Installing the Certificate on IIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Testing WSS and SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 vii
Configuring ISA and WSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Exporting the Certificate from IIS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Importing the Certificate into ISA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Publishing a Secure WSS Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Providing an Access Rule from ISA to WSS Server . . . . . . . . . . . . . . 42
Enabling WSS to Access the Internet . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Testing ISA Server and Our WSS Site . . . . . . . . . . . . . . . . . . . . . . . . . 44
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
■CHAPTER 3 Windows SharePoint Services Backup and
Recovery Techniques . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Configuring SQL Server Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Identify the Names of Configuration and Content Databases . . . . . 46
Schedule Periodic Backups Using SQL Server
Enterprise Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Back Up SQL Server Backup Files to Tape . . . . . . . . . . . . . . . . . . . . . 49
Restoring from a SQL Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Using STSADM Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Automating STSADM Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Restoring from an STSADM Backup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Using the SPBackup Utility to
Automate STSADM Backups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
SMIGRATE Backup/Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Backing Up SharePoint's Configuration Files . . . . . . . . . . . . . . . . . . . . . . . . 55
Using Visual SourceSafe (VSS) for Backup . . . . . . . . . . . . . . . . . . . . . 56
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
■CHAPTER 4 Creating the Custom Building Blocks . . . . . . . . . . . . . . . . . . . . . 59
Authorization Class and Web Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Returning a List of Active Directory Groups to Which
the Current User Belongs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Creating the Authorization Web Service . . . . . . . . . . . . . . . . . . . . . . . 62
Create a Web Service Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
Create a Class to Query Active Directory . . . . . . . . . . . . . . . . . . . . . . 63
Modify the Web Service to Use the Authorization Class . . . . . . . . . . 64
Test the Web Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Base Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Create a New Web Part Project Called Base . . . . . . . . . . . . . . . . . . . 69
Add a Reference to the Authorization Web Service
Created Earlier . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
■CONTENTS viii
Update the PreRender() Method to Hide the
Web Part If Necessary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Add the Necessary Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Add the Optional Debugging Text to the
RenderWebPart() Method . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Update the AssemblyInfo.vb File to Reference a
Strong-Name Key File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Update the Webpart1.dwp File to Set the Title and Description . . . . . . 74
Compile the Web Part into a Cabinet (CAB) File . . . . . . . . . . . . . . . . . 74
Testing the Base Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
SQL and XML Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Creating the SQL Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Add a Reference to Base Web Part DLL Created Earlier . . . . . . . . . 78
Inheriting from the Base Web Part Class . . . . . . . . . . . . . . . . . . . . . . 79
Add the Necessary Web Part Properties . . . . . . . . . . . . . . . . . . . . . . . 79
Update the RenderWebPart() Method to Display Results . . . . . . . . . 81
Creating the XML Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Add the Necessary Web Part Properties . . . . . . . . . . . . . . . . . . . . . . . 84
Update the RenderWebPart() Method to Display Results
and Optional Debug Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Testing the XML Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
■CHAPTER 5 Creating a TreeView Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Jtree JavaScript Library . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Installing and Compiling the Sample Code . . . . . . . . . . . . . . . . . . . . . . . . . 93
Building the TreeView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
A Bit of Pseudo-Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Document Libraries and the SharePoint Object Model . . . . . . . . . . . 95
Iterating Through the Document Libraries, Folders, and Files . . . . . 95
Formatting the Output to Produce the TreeView . . . . . . . . . . . . . . . 100
Creating the Web Part Properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
■CHAPTER 6 Integrating with Non-SharePoint Data Sources . . . . . . . . . 107
Selecting an Architecture That Meets Our Security Needs . . . . . . . . . . . 108
XML and XSLT . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Just the Basics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Northwind Orders Example Revisited . . . . . . . . . . . . . . . . . . . . . . . . 110
■CONTENTS ix
Formatting the Northwind Orders Data Using XSLT . . . . . . . . . . . . 113
Displaying Northwind Orders with the XML Web Part . . . . . . . . . . 116
XML Cache Loader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
XML Cache Loader Metadata . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Cache Loader Source Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Scheduling the XML Cache Loader . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Additional XSLT Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
■CHAPTER 7 Customizing Site Navigation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Customizing the Quick Launch . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Modifying OWS.css to Alter the Quick Launch Menu . . . . . . . . . . . 125
Modifying Default.aspx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Replacing the Quick Launch with a Custom Server Control . . . . . . . . . . 130
Obtaining a List of All Document Libraries and Lists
for the Current User . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Creating an XSLT to Format MyQuickLaunch . . . . . . . . . . . . . . . . . . 133
Deploying the Server Control . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Placing the Server Control on the Page . . . . . . . . . . . . . . . . . . . . . . 136
Creating a My Extranets Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Creating the MyExtranets.aspx ASP.NET Application . . . . . . . . . . . 137
Writing the MyExtranets Program . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Formatting the Output . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Displaying the List in a Page Viewer Web Part . . . . . . . . . . . . . . . . . 143
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
■CHAPTER 8 Creating Custom Site Templates . . . . . . . . . . . . . . . . . . . . . . . . . 145
Five Methods of Site Definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
The Big Picture - Creating a Site Template . . . . . . . . . . . . . . . . . . . . . . . . 148
Copying the STS Folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Modifying WEBTEMP.XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Modifying ONET.XML . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Adding Document Libraries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Adding Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Modifying Default.aspx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Changing the Page Heading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Removing the Quick Launch Menu . . . . . . . . . . . . . . . . . . . . . . . . . . 157
Adding Top and Bottom Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Adding a Breadcrumb Server Control to Default.aspx . . . . . . . . . . . . . . . 159
■CONTENTS x
Creating a Server Control Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Writing the Breadcrumb Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Deploying the Breadcrumb Server Control . . . . . . . . . . . . . . . . . . . . 162
Adding the Server Control to the Default.aspx Page . . . . . . . . . . . . 162
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Additional Resource . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
■CHAPTER 9 Automating Site Creation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Object Model Classes Related to Site Creation . . . . . . . . . . . . . . . . . . . . . 165
Creating a Console Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Creating the Project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Writing the Program . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Testing from a Command Window . . . . . . . . . . . . . . . . . . . . . . . . . . . 172
Creating a Driver Application to Process Multiple Sites . . . . . . . 173
Extending the SharePoint Site Creation Process . . . . . . . . . . . . . . . . . . . . 177
ExecuteUrl Site Template Option . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Creating CreateSitesWeb Under LAYOUTS . . . . . . . . . . . . . . . . . . . . 177
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
■CHAPTER 10 Putting It All Together . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Install and Configure Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Active Directory One-Way Trust . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
IIS and SSL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
ISA . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Configure Backup and Recovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
STS Backup and Restore . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
SMIGRATE . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Build/Install Custom Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Installing the Server Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
Installing the ASP.NET Web Services . . . . . . . . . . . . . . . . . . . . . . . . . 190
Installing the ASP.NET Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 190
Customize/Install Template(s) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191
Publish Data to Extranet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192
Add Sites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Add Internal and External Users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
■CONTENTS xi
■CHAPTER 11 Conclusion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Windows SharePoint Services (WSS) 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . 199
Windows Workflow Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200
Visual Studio 2005 and .NET 2.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202
Turning the Organization Inside Out . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203
Beyond Extranets: Just Give Me the Data . . . . . . . . . . . . . . . . . . . . . 203
■APPENDIX ADDITIONAL RESOURCES . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205
SharePoint - Advanced SharePoint Services Solutions . . . . . . . . . 205
SharePoint Products and Technologies . . . . . . . . . . . . . . . . . . . . . . . 205
Backup and Restore Options for WSS . . . . . . . . . . . . . . . . . . . . . . . . 206
Configuring Authentication in WSS . . . . . . . . . . . . . . . . . . . . . . . . . . 206
Installing and Configuring a Windows Server 2003
Enterprise Certification Authority . . . . . . . . . . . . . . . . . . . . . . . . . 206
Microsoft on SSL Certificates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
Publishing Windows SharePoint Services with ISA . . . . . . . . . . . . . 207
Reverse Proxy Configurations for Windows SharePoint
Services and Internet Security and Acceleration Server . . . . . . 207
Reverse Proxy Configurations for Windows SharePoint
Services and Internet Security and Acceleration Server . . . . . . 208
Yahoo! SharePoint Group . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Yahoo! SharePointDiscussions Group . . . . . . . . . . . . . . . . . . . . . . . . 208
Document Library Browser 1.2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
SharePoint Products and Technologies Web
Component Directory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
Adding Web Parts Programmatically in SharePoint . . . . . . . . . . . . 209
Architectural Overview of WSS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 209
SharePoint Products and Technologies . . . . . . . . . . . . . . . . . . . . . . . 210
WSS Administrator's Guide . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
WSS with Service Pack 2 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
WSS Software Development Kit (SDK) . . . . . . . . . . . . . . . . . . . . . . . 211
XML Spy Home Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Stylus Studio Home Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
W3 Org Home Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
W3 Schools Home Site . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 212
■INDEX. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213
■CONTENTS xii