MS Office SharePoint Portal Server 2003 Customer Guide Final

Microsoft Office SharePoint Portal Server 2003
Customer Evaluation Guide

September 2003
For more information:

The information contained in this document represents the current view of Microsoft Corp. on the issues
discussed as of the date of publication. Because Microsoft must respond to changing market conditions, it
should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee
the accuracy of any information presented after the date of publication.
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Contents
September 2003................................................................................................................... ......................1
For more information:....................................................................................................... ........................1
Contents.................................................................................................................................. ...................2
Abstract................................................................................................................................... ...................1
Introducing Microsoft Office SharePoint Portal Server 2003....................................................... ..........4
Product Overview................................................................................................................ ......................5
Top 10 Product Benefits.................................................................................................................. ..........8
SharePoint Portal Server 2003 Features....................................................................................... .........16
Tour............................................................................................................................................. ..............25
Server Installation.................................................................................................................................. .26
Portal Configuration.............................................................................................................................. ..33
Configure Portal Home Page...................................................................................... ...........................37
Creating Sites and Libraries................................................................................................... ................42
Personalization Configuration..................................................................................... ...........................52
Integration......................................................................................................................... .....................57
Appendix A: Windows SharePoint Services and SharePoint Portal Server 2003 Integration With the
Microsoft Office System................................................................................................................. .........63
Appendix B: Windows SharePoint Services Features...................................................................... ....71
Appendix C: System Requirements....................................................................................................... .78
Abstract
Many sites and portal solutions lack end-to-end access to organizations’ institutional information, which is
typically housed in disparate sites, sources, resources and formats. A large portion of this information is
locked up in “islands” across an organization, such as these:
 Line-of-business databases, such as SAP financial systems and Siebel customer relationship
management systems, which require specialized training and permissions to access and use
 Enterprise project resource files, which also require specialized access
 Locally hosted and managed team and document collaboration sites
 Individual users’ hard disks and minds
Existing collaboration tools do not connect these information sources:
 Top-down monolithic solutions, which provide control in the form of centralized management and
administration, have proven hard for businesspeople and end users to utilize, because the tools lack the
flexibility and agility to work together and get work done.
 Bottom-up, isolated solutions serve the short-term purpose of allowing end users and businesspeople to
work together, but they create other islands of information that are disconnected from the rest of the
enterprise. As a result, businesses suffer because users are unlikely to discover information, use and
reuse it, and share it across other teams and projects. Such isolation also is less than ideal from an
information technology (IT) perspective, because those offline systems are not backed up and, therefore,
are unlikely to be restored in an outage. They are vulnerable to virus attacks and cannot be archived.
 Both top-down and bottom-up solutions still exclude the end user — even though 80 percent of an
organization’s information lives on individual hard disks and in personal files. And studies have shown that
employees get 50 percent to 75 percent of their relevant information directly from other people.1
The challenge to businesses is huge. Currently, many business users make critical decisions about individual
and team productivity, revenue generation, and cost reduction without incorporating key pieces of information;
it’s usually just too difficult to get the information using current tools.
In addition, when IT departments need to corral information from disparate sites, sources, resources and
formats, they either lack the tools they need to aggregate, organize and expose that information to the rest of
the company in an easily usable manner, or the available tools are difficult to use. In addition, the available
ongoing administration and maintenance tools require expensive programming expertise.
Furthermore, developers — both in-house and partners — often are asked to tie together information to build
custom applications from hundreds of back-end sources, but they frequently lack the myriad skills that are
required to tap those stores. Few developers have the knowledge to access the many back ends and
1
“The Knowledge Worker Investment Paradox,” Gartner Inc., July 17, 2002
Microsoft Office SharePoint Portal Server 2003 1 Customer Guide

protocols that exist. Custom applications also introduce the specter of ongoing support, maintenance and
upgrading.
Finally, end users have difficulty using the specialized information access tools; they want the familiar
applications that they use every day, such as Microsoft® Office, the Microsoft Outlook® messaging and
collaboration client, and Web browsers.
Clearly, a need exists to aggregate all of the information from back-end sources — enterprise project
resources, line-of-business databases, team collaboration sites and individual end-users’ desktops — to make
it accessible to everyone in an organization. This would allow the following:
 Business users could make more informed decisions by having all of an organization’s information readily
available.
 IT departments would have a simple method to manage, administer and track IT-hosted, business-user-
and end-user-focused sites and resources.
 Developers could use a common platform with easily understood services and tools to unlock information
tied up in multiple back-end stores.
 End-users could employ the tools that they are accustomed to using to do their jobs.
Microsoft SharePoint™ Products and Technologies provide the ability to

connect people, processes and data from a single aggregative console, taking
advantage of user-friendly Web services and applications. SharePoint Products
and Technologies deliver highly scalable collaboration solutions with flexible deployment and management
tools; provide out-of-the-box value to business users and end users; and serve as a platform for developing
extended applications for IT and corporate developers. Microsoft Windows® SharePoint Services delivers
sites for team collaboration, productivity and information-sharing, facilitating large numbers of smart teams.
Microsoft Office SharePoint Portal Server 2003 connects these sites, people, knowledge and business
processes, facilitating smart organizations.
SharePoint Portal Server 2003 enables organizations to create and manage

team and personal sites, seamlessly integrate with previously disconnected sites,
and collaborate with one another. Customers are able to locate and organize
applications, teams and people, as well as integrate and provision collaboration sites from one place. In
addition, SharePoint Portal Server 2003 can serve as a large and flexible enterprise solution through which
users can access contextually relevant information. Customers receive personal sites with public and private
views, as well as a rich team collaboration experience with Office 2003 and knowledge management tools
across personal, team and enterprise spaces.

SharePoint Portal Server 2003 is built on Windows SharePoint Services, the engine for
creating SharePoint sites that enable information sharing and document collaboration,
increasing individual and team productivity. It is a key piece of the Information Worker
Infrastructure that Microsoft Windows Server™ 2003 delivers and provides additional team services and sites
to Office 2003 and other desktop applications, as well as providing a platform for application development.
Both Windows SharePoint Services and SharePoint Portal Server 2003 sites take file storage tasks, such as
saving and sharing information, to a new level. They provide communities for team collaboration, empowering
users to work together on documents, tasks, contacts, events and other projects. They enable team and site
managers to easily manage site content and activity, and the environments are designed for straightforward
and flexible deployment, administration and application development.
Together, SharePoint Products and Technologies deliver highly scalable collaboration solutions with flexible
deployment and management tools. They provide out-of-the-box value and serve as a platform for
development of extended applications. Windows SharePoint Services delivers sites for team collaboration,
productivity and information-sharing, facilitating large numbers of smart teams. SharePoint Portal Server 2003
connects these sites, people, knowledge and business processes, facilitating smart organizations.

Introducing Microsoft Office SharePoint Portal Server 2003
Welcome to the Microsoft Office SharePoint Portal Server 2003 customer guide. This guide provides an
overview of the collaboration solution that SharePoint Portal Server 2003 offers and design goals of the
product, a description of the new and improved product features, and a hands-on tour of the main feature
areas. The purpose of this document is to give customers a solid understanding of the design goals and
feature set for SharePoint Portal Server 2003 and a familiarity with the product implementation.
This release of SharePoint Portal Server 2003 takes full advantage of the new Microsoft Windows Server
2003 operating system technologies and the Microsoft .NET application development framework, which is
delivered as part of Windows Server 2003. This development work has greatly increased the reliability and
scalability of the portal to allow even the largest organization to deploy one platform that supports people,
teams and the enterprise as a whole. SharePoint Portal Server 2003 is built on top of Microsoft Windows
SharePoint Services (previously called SharePoint Team Services), providing rich collaborative functionality
throughout. This tight integration makes the creation of, participation in and management of team-based
applications a seamless experience.
Resources Available for Customers

Many resources are available to help you use SharePoint Portal Server 2003. The following resources also
are available:
• Online documentation is available to help install SharePoint Portal Server 2003 along with the Tour
section of this document.
• The SharePoint Products and Technologies Web site, at http://www.microsoft.com/sharepoint/, offers a

variety of white papers and other resources.
• The Microsoft MSDN® Web site offers numerous technical resources from a developer perspective about
SharePoint Products and Technologies at http://msdn.microsoft.com/sharepoint/.
• The Microsoft TechNet Web site provides a clearinghouse of resources to help you deploy, maintain and
support SharePoint Portal Server 2003 at http://www.microsoft.com/technet/.
• SharePoint Portal Server 2003 is tightly integrated with Windows Server 2003 and the Microsoft Office
System business productivity applications. To obtain customer guides for these products, please contact
Microsoft.
Microsoft encourages you to use these documents as aids in installing and using SharePoint Portal Server
2003.

Product Overview
Microsoft Office SharePoint Portal Server 2003 was designed with the following goals in mind for medium-
sized to large enterprise organizations: integration, collaboration, and personalization and customization. It
enables organizations to develop an intelligent portal that seamlessly connects users, teams and knowledge
so people can leverage relevant information across business processes to help them work and collaborate
more efficiently. To meet the scalability and performance requirements for medium-sized to large
organizations, SharePoint Portal Server 2003 was designed to scale to 1 million users registered
simultaneously in Active Directory® and perform with 250 pages per second throughput.
At the foundation of SharePoint Portal Server 2003 is Windows SharePoint Services, which SharePoint Portal
Server 2003 leverages to create portal pages for people, information and organizations. Windows SharePoint
Services is the engine for creating Web sites that enable information-sharing and document collaboration,
increasing individual and team productivity. It is also a key piece of the Information Worker Infrastructure that
Windows Server 2003 delivers, providing team services and sites to Microsoft Office System desktop
programs, as well as serving as a platform for application development. SharePoint sites take file storage
tasks, from saving to sharing information, to a new level. They provide communities for team collaboration,
empowering users to work together on documents, tasks, contacts, events and other projects. They enable
team and site managers to easily manage site content and activity, and the environments are designed for
straightforward and flexible deployment, administration and application development.
Ultimately, Windows SharePoint Services delivers sites for team collaboration and productivity, facilitating
large numbers of smart places. SharePoint Portal Server 2003 connects these places, people, knowledge and
business processes, facilitating smart organizations. Although these sites are specific to SharePoint Portal
Server 2003, they utilize technologies such as Web Parts and Document Libraries that the Windows
SharePoint Services platform delivers. This solution provided by SharePoint Products and Technologies
greatly reduces the time and cost associated with development, training and support. SharePoint Portal
Server 2003 further extends the capabilities of Windows SharePoint Services sites with its organization and
management tools, and it enables teams to share their site information with an entire organization.
Organizations can enable users to create and manage their own rich and easy-to-build SharePoint sites and
allow these sites to be discovered throughout the organization.
Moreover, SharePoint Products and Technologies add entire classes of functionality to the enterprise,
connecting people, teams and knowledge across business processes. SharePoint Portal Server 2003
integrates information from various systems into one solution with extremely flexible deployment options and
management tools. Organizations can start small with one server and then build their portal presences by
using a division-driven, bottom-up deployment methodology. When additional capacity is needed, they can
simply increase the number of servers with services to meet the demand. Alternatively, it is also possible to
implement a top-down deployment portal structure, with federated portal services to meet the needs of

organizations of any size. Organizations can accomplish this by installing SharePoint Portal Server 2003 in a
server farm configuration using a multitiered architecture.
Integration: Putting Information to Work
SharePoint Portal Server 2003 enables a single point of access to multiple systems such as Microsoft Office
System programs, business intelligence and project management systems, and existing line-of-business
applications, including third-party and industry-specific applications such as those from SAP AG, PeopleSoft
Inc. and Siebel Systems Inc. The portal is built on a scalable, highly distributed architecture with flexible tools
for deployment, development and management, enabling it to grow with an organization’s needs. The overall
portal integration features allow users to harness information to make better use of their existing corporate
data. Users can extract and reuse timely and relevant information from systems and reports and quickly
locate and access documents, projects and best practices from across the company. In addition to its search
technology (developed by Microsoft Research), which provides the most accurate relevancy-ranked search
results available, the portal enables users to organize documents and information by topic and browse for
relevant content. To help users make better use of the data, alerts automatically notify users when information
has been added or changed.
The latest version of SharePoint Portal Server 2003 continues to enhance integration with Microsoft Office
System programs. Users can create document and meeting sites from Microsoft Outlook 2003, and
collaboration around live documents stored in SharePoint sites is enabled directly in Microsoft Office System
programs. Other SharePoint site information, such as task lists, links and team member presence, is also
available in Microsoft Office System program task panes.
Collaboration: Connecting Collaborative People and Spaces
SharePoint Portal Server 2003 provides a powerful collaboration environment for individuals, teams and
divisions. It enables organizations to aggregate, organize, find and provision SharePoint sites across the
enterprise. SharePoint sites for teams, documents and meetings also can be extended to customers and
partners, augmenting the reach and efficiency of existing collaboration methods. SharePoint Portal Server
2003 further facilitates end-to-end collaboration by delivering familiar document and content collaboration
tools. Document versioning, approval workflow, check-in and checkout, document profiling, and publishing
facilitate easy collaboration on documents, projects and tasks. In addition, SharePoint Portal Server 2003
enables information workers to easily find and leverage people, teams and existing best practices instead of
duplicating the work of others.

Personalization and Customization: Tailoring and Targeting Information to Be More
Productive
SharePoint Portal Server 2003 enables IT departments and users to customize and personalize the portal
experience. Relevant content, such as line-of-business and Microsoft Office System programs, Web services,
news, sales and other company data, is delivered to the portal through Web Parts. Users inside an
organization can use the Web Part galleries to add information to a portal site such as a My Site without
extensive Web development knowledge. They also can personalize the organizational or divisional pages
within secure boundaries set by IT departments, and the portal remembers those views and displays them
from any computer that the user accesses. In addition, IT departments can “lock down” specific Web Parts or
page zones to enable specified users to control content. Organizations can also use the portal to distribute
important information to all employees.
The portal also enables users to find relevant information quickly through customization and personalization
of portal content and layout, as well as by Audience Targeting. Audience Targeting enables delivery of
information and updates via notifications or Web Parts to individuals based on their organizational roles, team
memberships, interests, security groups or any other definable membership criteria. Users can create and
manage personal sites called My Site and personalize them with Web Parts, links that they choose to share
with colleagues, and links that they maintain for personal use.

Top 10 Product Benefits
SharePoint Portal Server 2003 brings these top 10 benefits to an organization:
1. A complete view of a business

Users can access all the information, documents and applications that they use throughout the day through
SharePoint Portal Server 2003. They can find and reuse timely and relevant information from systems and
reports, and quickly locate and access documents, projects and best practices by searching or browsing — all
through the portal.
Web Parts enable users to assemble a view of complementary information from multiple sources, so they can
view customer information from customer relationship management (CRM) systems, Outlook, file shares and
Web sites, all at the same time.
Figure 1. Portal Home Page
2. Relevant information at the user’s fingertips

SharePoint Portal Server 2003 enables users to be more productive by providing immediate access to up-to-
date, relevant information. Users can organize all the information, documents and applications that they
access throughout the day in a single view on their My Site. With single sign-on, SharePoint Portal Server
2003 provides direct access to those sections of an application that users are most interested in, without
requiring them to remember a password. Audience Targeting enables IT managers to customize an
experience for the user based on a specific role, hierarchy or interests, pushing relevant news, links,
documents, applications and Web services to the user’s portal. And users can sign up for alerts to find out
when information has been created or updated anywhere inside the portal.

Figure 2. Private view of a My Site page
3. Sharing knowledge across an organization

SharePoint Portal Server 2003 makes it easy for business units, teams and individuals to contribute content
to the portal. Business units can integrate their SharePoint Portal Server 2003 portal into the enterprise portal,
enabling them to share knowledge with other business units. Teams can easily make the content in their
SharePoint sites discoverable through the portal by browsing or searching. And users can publish documents
and best practices to the rest of the organization by adding them to the public view of their personal sites.
4. Finding and leveraging an organization’s intellectual capital

The industry-leading search technology (developed by Microsoft Research) in SharePoint Portal Server 2003
lets users locate documents, project plans and best practices in file shares, Web sites, Microsoft Exchange
Public Folders, Lotus Notes, Windows SharePoint Services sites and databases instead of having to re-create
existing information. And users can find more than just documents and Web sites; SharePoint Portal Server
2003 provides access to the people and teams that contribute knowledge to an organization. Links take users
to My Sites and SharePoint sites so they can investigate other contributions from the experts. Users can also
organize information, documents and sites, enabling them to find a wealth of relevant information by
browsing.
5. Finding, aggregating and provisioning SharePoint sites

SharePoint Portal Server 2003 leverages Windows SharePoint Services sites to create portal pages for
people, information and organizations. The portal becomes a collaborative experience by extending the
capabilities of Windows SharePoint Services sites, enabling users to organize, manage and provision
SharePoint sites from the portal. Teams can also publish information in their sites, sharing their best practices
with the entire organization.

Figure 3. SharePoint Portal Server Site Directory
6. Creating self-service portals

SharePoint Portal Server 2003 enables users to create self-service portals for employees, partners and
customers. Employees can access human resources (HR) systems and sign up for benefits using the same
portal that they use every day to access people, teams and knowledge. Because SharePoint Portal Server
2003 is so easy to use, organizations can deploy it as an extranet and enable customers and partners to
place and track their own orders or search for support documents, improving customer satisfaction while
reducing support costs.
7. Automation of business processes

SharePoint Portal Server 2003 helps relevant information find those who need it through Alerts and Audience
Targeting. Alerts notify users when any relevant document, SharePoint site, person or application has been
added or changed. SharePoint Portal Server 2003 can even alert users when a specific expert or team adds
new information to the portal. Audience Targeting enables IT groups to push relevant information and
applications to a group of users with similar job roles, titles or interests. Audiences can be created from
Microsoft Active Directory, distribution lists, hierarchies or any other criteria that users define.
8. Speeding adoption by using familiar interfaces and tools

New technologies often fail because they are too hard to use, and few employees have time to attend lengthy
training courses. SharePoint Portal Server 2003 speeds user adoption and lowers training costs by using a
familiar browser interface and allowing users to perform portal tasks such as provisioning a Document
Workspace, searching the portal from within Microsoft Word and receiving portal alerts in Outlook in their
Microsoft Office System programs. IT professionals can create Web Parts that expose information,
applications and Web Services by using familiar tools such as Microsoft Visual Studio® .NET and Microsoft
FrontPage® 2003.

9. Reduced development time and cost with out-of-the-box portal services
Users can deploy SharePoint Portal Server 2003 right out of the box without any additional development
work. Portal services such as search, SharePoint site management, topics and news, and My Sites are
available immediately. Web Parts that provide read/write access to applications such as Microsoft Excel also
are available right out of the box, lowering development costs.
10. Easy deployment with flexible options

Regardless of whether an organization wants to take a top-down or bottom-up deployment approach to portal
development, SharePoint Portal Server 2003 has a model that fits its needs. The portal is built on a scalable,
highly distributed architecture that can be deployed on a single box or server farm. Users can link Windows
SharePoint Services sites, business unit portals and the enterprise portal at any time, enabling knowledge to
be shared across an organization. What’s more, through shared services, users can deploy enterprisewide
services such as search, indexing, audience management and My Site hosting in one central place and then
consume them from other portal sites.

Top 10 Product Improvements
The following list provides an overview of the top 10 product improvements for those upgrading to SharePoint
Portal Server 2003 from SharePoint Portal Server 2001. Subsequent sections provide a detailed list of all new
product features.
1. Out-of-the-box portal experience

As with SharePoint Portal Server 2001, installing SharePoint Portal Server 2003 results in a full-featured
portal offering right out of the box. However, SharePoint Portal Server 2003 improves the out-of-box
experience with new functionality, including news; sites directory; topic areas; personal sites (My Site);
Audience Targeting; easy searching and browsing to find people, teams and information; and site provisioning
to provide the necessary structure to create connected collaboration spaces, all making for a great new portal
experience. Because SharePoint Portal Server 2003 is built on top of Windows SharePoint Services,
customers will receive the many collaborative features found in Windows SharePoint Services sites right out
of the box as well.
2. Performance, scalability and Web farm deployments

SharePoint Portal Server 2003 supports a distributed architecture and optimal portal performance by offering
flexible deployments through the ability to support server farms with distributed job servers, database servers,
search and indexing functionality, and multiple Web front ends. Through Shared Services, enterprisewide
services such as searching and personal sites can be provided from one central location and consumed in
multiple portal farms. In addition, SharePoint Portal Server 2003 can scale to 1 million users registered
simultaneously in Active Directory and perform with 250 pages per second throughput.
3. Personal sites (My Site)

My Sites have a private view so that users are able to access personal content such as unfinished documents
and customized news and links, as well as a public view that enables users to publish content such as
presentations and finished reports to other users. Public profile information can be synchronized from
directory sources such as Active Directory to allow users throughout an organization to find the expertise
necessary to accomplish business tasks.

Figure 4. Public view of My Site
4. Integration of line-of-business applications with the portal

The deep integration between Microsoft BizTalk® Server and SharePoint Portal Server 2003 means that IT
managers can easily leverage any of the more than 300 available BizTalk Server application connectors.
SharePoint Portal Server 2003 delivers rich code samples for applications from vendors such as SAP, Siebel
and PeopleSoft.
5. Single sign-on
SharePoint Portal Server 2003 provides content and access to applications based on user credentials that are
stored in SharePoint Portal Server 2003. Single sign-on allows the mapping of account credentials so that
users do not have to sign on again when portal-based applications retrieve information from business
applications such as third-party enterprise resource planning and CRM systems.
6. Web Part pages and managed .NET Object Model and Web services
SharePoint Portal Server 2003 provides additional Web Parts and Web Part flexibility through personalization
and the ability of end users to customize portal pages in ways that make sense for them by simply dragging
and dropping Web Parts onto a page. With Microsoft Office FrontPage 2003, there is full support for Web
Parts and Web Part pages, including adding, editing and customizing Web Parts, Web Part zones, and
custom Web Part pages inside SharePoint Portal Server 2003. SharePoint Portal Server 2003 is built on
Microsoft ASP.NET, which dramatically reduces the number of lines of code necessary for similar operations
with ASP, in addition to being more responsive, scalable and secure. In addition, customers will find many
Web Parts to choose from in the Web Parts galleries that ship with SharePoint Portal Server 2003, as well as
online at http://www.microsoft.com/sharepoint/.
7. Topics
SharePoint Portal Server 2003 includes topics that provide intuitive navigation for finding and browsing all
types of content, from documents and people to sites based on Windows SharePoint Services. A document or

link can appear in several topics, and topics can include documents stored in SharePoint Portal Server 2003
and links to information from additional content sources. Topic security is hierarchical as well as distributed
and granular so subject matter experts can own and publish the topics most relevant to them.
Figure 5. SharePoint Portal Server Topic Page
8. Active Directory integration and Office integration

SharePoint Portal Server 2003 uses Active Directory searches (or “crawls”) to capture user profiles. Once
those are stored, users can add profile information and also create alerts to see when those subscribed
publish or change information. Users can manage their profile information from the portal.
Users can move seamlessly between desktop programs. They have the ability to create and manage sites
such as Document Workspaces, add news and events, search, and receive notifications in their browser.
Users have a better experience with Microsoft Office XP than with previous versions of Office because of
check-in/check-out from Office programs and World Wide Web Distributed Authoring and Versioning
(WebDAV)-accessible sites. Finally, the Office suite integration with Microsoft Office System applications
provides the best user experience with features such as uploading multiple documents, editing lists in grid
mode and creating custom lists from a spreadsheet.
9. Search
SharePoint Portal Server 2003 provides a full-text search option to search document text and document
properties for the keywords that the user enters. Not only can users search for information, but they can
browse and search for people, teams and other sites on the portal.
10. Key Windows SharePoint Services-shared features

SharePoint Portal Server 2003 includes document libraries in Personal sites, Team sites and Topic Areas.
These support the full features of SharePoint document libraries including versioning, simple routing and
approval functionality. Users can check in and check out documents as well as revert to previous document

versions, all from their familiar productivity applications. SharePoint Portal Server 2003 also offers rich lists for
calendar items, announcements, links and tasks, and custom lists providing flexibility and usability for all
purposes. In addition, Windows SharePoint Services provides Meeting and Document Workspaces for
document discussion and meeting items. These sites, created using tested templates, allow organizations to
work together better and can be created directly in Office 2003 programs.
Figure 6. Windows SharePoint Services Team Site

SharePoint Portal Server 2003 Features
Integration Features
• Users can access line-of-business applications (including third-party and industry-specific applications),
project management systems, business management systems and Microsoft Office System applications
through the portal, with single sign-on capabilities.
• SharePoint Portal Server scales and manages portals for the largest organizations, integrating previously
disconnected Web sites into one consistent experience.
• Information can be organized, managed and secured by topic; users can browse or search for that
information.
Table 1. Integration Features
Feature Description
.NET platform integrates information from various systems into one solution.
Team sites Team sites are integrated with the portal because they can be provisioned
New directly from the portal and appear in the site registry for easy
discoverability and scheduled indexing. Team sites can be connected to
the portal to enable such things as searching the portal from the team
site, clicking on names in the team site to get to user profile pages in the
portal, and inserting simple links to add information from the team site to
categories and personal sites on the portal.
Active Directory integration SharePoint Portal Server 2003 performs Active Directory crawls to
New capture user profiles. Once those are stored, users can add profile
information and also create alerts to profiles to see when their subscribed
person publishes or changes information. Users can manage their profile
information from the portal. This integration easily helps users create
Audiences from existing distribution lists and security groups.
.NET Enterprise SharePoint Portal Server 2003 centralizes information from different
New systems by using the Microsoft .NET Platform, Visual Studio .NET,
ASP.NET, Common Language Runtime, Web Forms and Web Part
pages, and a secure infrastructure.
ASP.NET ASP.NET dramatically reduces the number of lines of code required to do
New similar operations with ASP, in addition to being more responsive,
scalable and secure. ASP.NET has many new features that make
developing portal applications easier. For example, session states now
work in a server farm running SharePoint Portal Server 2003, and
ASP.NET code makes it much easier to both service and initiate Simple
Object Access Protocol (SOAP) application programming interface (API)
calls, allowing customers to leverage SharePoint Portal Server 2003
collaborative services in their applications.
Group-based security In SharePoint Portal Server 2003, groups can be used to control access
to content. SharePoint Portal Server 2003 also offers the option of
denying a user access to pages, sites and libraries based on group
membership or role.
Flexible people profile By providing a directory of people that is searchable, relational and
schema updatable, SharePoint Portal Server 2003 delivers a method to leverage
people and skill sets. People profiles include not only organizational
New
information such as contact information but also published information
such as related links and recent documents shared by the profile owner.
Profile properties can also be imported from Active Directory.

Feature Description
BizTalk application adapters Deep integration with BizTalk allows developers to easily access any of
New the more than 300 available application connectors via Web services
calls. SharePoint Portal Server 2003 delivers rich code samples for
applications from vendors such as SAP, Siebel and PeopleSoft.
Single sign-on and SharePoint Portal Server 2003 provides content and access to
credential mapping applications based on user credentials that are stored in it. This allows
users to go to one location to get all the information that is important and
New
relevant to them. Single sign-on allows the mapping of account
credentials so users do not have to sign on again when portal-based
applications retrieve information from business applications such as third-
party enterprise resource planning and CRM systems.
SharePoint Portal Server 2003 provides enterprise business solutions that grow with an organization’s
needs.
Topics SharePoint Portal Server 2001 provided Topics by which to organize and
Enhanced discover content. This functionality is enhanced in SharePoint Portal
Server 2003 with Topics that provide intuitive navigation for finding and
browsing all types of content, from documents to people to sites based on
Windows SharePoint Services. Each Topic can have a fully functional
Windows SharePoint Services site associated with it so users can use
Windows SharePoint Services to manage their collaboration while
highlighting documents and links on the flexible Topic page. Topic security
is hierarchical as well as distributed and granular to allow subject matter
experts to own and publish the Topics that are most relevant to them.
Flexible topic hierarchy The topic hierarchy is flexible and can be reorganized by simply dragging
New and dropping the whole or parts of the topic hierarchy. Top-level Topics
are added to the portal navigation for quick links to the Topics the
organization uses most.
Scalable, distributed In SharePoint Portal Server 2001, users were able to distribute searching
architecture and indexing functionality to create a distributed architecture. SharePoint
Portal Server 2003 supports more growth options and a distributed
Enhanced
architecture by providing support for flexible deployments through the
ability to support server farms, distributed job server and database server,
distributed search and indexing functionality, multiple Web front ends,
integration with team sites, and a centralized jumping-off point for all the
decentralized team sites and resources in the enterprise. Through Shared
Services, enterprisewide services such as search and personal sites can
be provided from one central location and consumed in multiple portal
farms.
Increased availability Availability is improved by the use of a flexible architecture using multiple
Enhanced servers, by the availability services provided in the Windows Server
System, and by the improved management functions included in
SharePoint Portal Server 2003.
Scalable, multiserver A farm can be administrated from a sophisticated Web-based user
topology management interface (UI) that shows the membership and roles of the entire farm.
Administration is consistent throughout SharePoint Products and
New
Technologies.
Distributed security SharePoint Portal Server 2003 takes the ability provided in SharePoint
Enhanced Portal Server 2001 to distribute security on a folder-by-folder basis one
step further. Ownership of the portal hierarchy can be distributed
throughout the organization to topic matter experts for the most efficient
administration of content and layout.

Feature Description
Scalable, multiserver SharePoint Portal Server 2003 functionality can be distributed to multiple
indexing and query handling servers to allow flexibility of architecture and optimization of services.
Front-end SharePoint Portal Server 2003 servers can provide access to
New
the portal, while back-end servers run gathering and indexing.
SharePoint Portal Server offers easy access to relevant information across multiple systems.
Full-text search SharePoint Portal Server 2003 provides a full-text search option to search
Enhanced document text and document properties for the keywords that the user
enters. SharePoint Portal Server 2003 finds all documents that match the
search and returns a list of results. For a more specific search, users can
use the Advanced Search option to find search criteria in specific
document properties, such as author. Users can also use a search scope
to search only a specific set of documents, such as a folder for press
releases or a supplier’s Web site. In SharePoint Portal Server 2003,
searching is enhanced by being able to search more sources, such as
people.
Content sources By using a wizard to add a content source, administrators have greater
Enhanced control of how content is indexed, can identify the location of the content
that should be made available for searching, and can link that content to
the portal site. SharePoint Portal Server 2003 then indexes information
from each content source for quick searches from the portal site. The
addition of content sources makes the portal site the easiest place to find
information, regardless of the content’s location or format.
Topic Assistant Categorizing documents can be a time-consuming task. To simplify the

Enhanced process, SharePoint Portal Server 2003 provides an automated
categorization tool called the Topic Assistant. After the user has
categorized a few representative documents for each category, the Topic
Assistant compares those sample documents with the uncategorized
documents and then automatically selects the best category matches.
The Topic Assistant also continues to learn and suggest items for each
Topic.
Document profiles Document profiles offer a way to add searchable information to help
describe or identify a document more clearly. By default, a profile includes
basic properties such as author and title. Users can easily add custom
properties such as account number or project manager to capture
additional information that makes it easier to organize and find
documents in an organization.
Highlights and Best Bets This feature enables users with appropriate permissions to tag individual
Enhanced documents or pages as most appropriate for specific queries or areas.
The Highlights feature makes items visible either by displaying the
specially tagged documents prominently when browsing categories or by
advancing them as Best Bets at the top of the search results list. The
management tools for keyword Best Bets are easy to use and intuitive for
the end users and Topic owners.
Ranking SharePoint Portal Server 2003 offers an advanced probabilistic ranking
Enhanced algorithm, based on information retrieval achievements by Microsoft
Research. This algorithm guarantees that the documents most relevant to
a user’s query are returned at the top of the list of search results,
providing increased user efficiency and satisfaction.

Feature Description
Schema support SharePoint Portal Server 2003 provides simplified schema management
Enhanced facilities that are compatible with Office 2003 through the use of
promotion and demotion. Users define document profiles and associated
properties. The SharePoint Portal Server 2003 search service can then
automatically identify and index new schema elements to make those
schema elements mappable and searchable.
Notifications on the portal Users can specify to receive immediate, daily or weekly Alert Results
and e-mail rollups rollups for content included in the portal site index. New capabilities
include alerts about people, news, lists, list items and the Sites Directory.
New and Enhanced
SharePoint Portal Server 2003 has updated capabilities for categories,
search queries, documents and backward-compatible document libraries.
Alerts for people, news, It is possible to receive alerts for a variety of atomic portal items. Users
topics, documents, Windows can request alerts about a person who is relevant to their work and be
SharePoint Services folder, notified any time that person publishes a new document or changes his or
lists items and Site Directory her profile. SharePoint Portal Server 2003 provides enhanced alert
capability through the ability to summarize alerts on the user’s personal
Enhanced
page, as well as the ability to subscribe to a person.
Crawling wide range of SharePoint Portal Server 2003 has additional searching (or “crawling”)
sources capabilities that are enhanced over those provided in SharePoint Portal
Enhanced Server 2001. SharePoint Portal Server 2003 uses protocol handlers and
the gatherer to crawl and provide searching over data from diverse
content sources. Out of the box, SharePoint Portal Server 2003 can crawl
documents from these sources:
• Windows SharePoint Services sites
• Hypertext Transfer Protocol over Secure Socket Layer (HTTPS) sites
• File systems
• Web sites
• Computers running Exchange 2003 Server, Exchange 2000 Server
and Exchange Server 5.5
• Lotus Notes servers
• Other SharePoint Portal Server 2003 workspaces
SharePoint Portal Server 2003 also can search any content source that
can be accessed programmatically via the search software development
kit (SDK) protocol handler extensions.
.NET Query provider SharePoint Portal Server 2003 uses Structured Query Language (SQL)
Enhanced full-text extensions. Queries are submitted using SOAP. More information
can be found in the SharePoint Portal Server 2003 SDK.
Grouping results by author, SharePoint Portal Server 2003 search functionality is sortable, thorough
site, date and category and integrated. Users can collapse or expand the results by site while
New pivoting the view by date, person or site. Search results return all results
necessary for information workers to find and leverage information.
Pinning Every item can be tagged to My Site so that a link for all pinned items
New appears on My Site. This allows users to easily store links of all items of
interest in one location.

Feature Description
iFilters for Office, Microsoft SharePoint Portal Server 2003 includes additional iFilters. The iFilters
Visio®, Microsoft Publisher, shipped with the product include filters for Office documents, Visio,
MIME, XML and HTML Publisher, HTML files, Extensible Markup Language (XML) files, Tag
content Image File Format (TIFF) files and text files. The TIFF filter enables
SharePoint Portal Server 2003 to crawl the textual content of saved fax
Enhanced
data based on optical character recognition (OCR) technology.
SharePoint Portal Server 2003 uses the Multipurpose Internet Mail
Extensions (MIME) filter that ships with Windows 2003 when filtering
messages from Exchange public folders. SharePoint Portal Server 2003
also supports third-party and custom file types, such as the Adobe
Portable Document Format (PDF) filter.
Adaptive crawling Adaptive crawling goes one step further than reviewing the time stamp on
Enhanced documents. During crawls, the algorithm for adaptive crawling gathers
statistics about the rate of change for each document. In subsequent
adaptive crawls, the algorithm targets only documents that are likely to
have changed, which results in lower consumption of network bandwidth.
Word breakers In addition to the word breakers provided with SharePoint Portal Server
Enhanced 2001, SharePoint Portal Server 2003 includes word breakers for
Brazilian, Czech, Finnish, Hungarian, Polish, Russian and Turkish. Word
breakers allow SharePoint Portal Server 2003 to provide high-quality full-
text indexing and query support for multiple languages.
Collaboration Features
• Wizard-based administration enables information workers to create SharePoint sites and invite co-
workers, partners and customers to join with appropriate levels of access.
• Users can search file servers, Web servers, Exchange public folders, Lotus Notes and databases for
relevant information.
• Users can check in and check out content, create new Document Workspaces, and see member
presence information from Microsoft Office System applications or the Web front end. Automatic
versioning, approval routing, profiling and metadata capturing of documents facilitate content
collaboration.
Table 2. Collaboration Features
Feature Description
SharePoint Portal Server 2003 helps facilitate end-to-end collaboration.
Web sites based on SharePoint Portal Server 2003 allows users to create Web sites based on
Windows SharePoint Windows SharePoint Services directly from the portal. These sites provide a
Services place on the intranet where teams can communicate, share documents and
work together on a project.
New
Add/delete/edit site to The Sites Directory included with SharePoint Portal Server 2003 provides a
Sites Directory “white-pages” view of all the sites important to an organization. Users can enter
New sites, and SharePoint Portal Server 2003 provides a link to all team sites that
have been provisioned from the portal.

Feature Description
SharePoint Portal Server 2003 facilitates individual empowerment.
Rich site template Windows SharePoint Services allows users to create a Web site by selecting a
New template that best suits the project. SharePoint Portal Server 2003 includes a
diverse collection of templates to meet business needs. Users can create sites
to facilitate document collaboration, meeting organization, teams or projects.
Users also can create personal sites. By default, each site template features a
custom set of collaboration features from Windows SharePoint Services.
Creating sites from Team sites can be created directly from an Office 2003 document or from a
Office 2003 or from portal page. The SharePoint Portal Server 2003 provisioning of team sites
portal allows these options:
New • Aggregation and location of team sites
• Reuse of Windows SharePoint Services Web Parts
• Use of existing collaboration methodologies such as e-mail and virtual
teleconferencing
Personalization of Individuals can customize any existing team site; their individual changes are
Windows SharePoint stored as part of their user profiles and will be available during subsequent visits
Services sites to the site.
New
Rich site support The UI is modeled after the traditional ease of use found in Web-based
(save to, drag and applications. With minimal or no training, users can create, post and find
drop any list type) information while working in a productive, collaborative way with their
colleagues.
New
SharePoint Portal Server 2003 allows users to create team community through a single place to capture
ideas, information, communication and documents.
Multiple file upload Users can upload one or many files into a SharePoint Portal Server 2003 list
New through the multiple file upload feature.
Rich list editing SharePoint Portal Server 2003 builds on the great list capabilities of SharePoint
features Portal Server 2001, enabling the rapid capture and editing of team contact lists
and the creation of discussions, surveys and Document Libraries. These
Enhanced
capabilities allow for the easy creation of digital workplaces that facilitate
collaboration among teams.
Web storage system- The Web storage system Document Library features in SharePoint Portal
based document Server 2001 (such as versioning, check-in and checkout, document publishing,
libraries and approval routing) also are available in the document management portion of
SharePoint Portal Server 2003.
Discussions Through Web discussions, users can conduct online discussions about a
document without modifying it. Instead of using e-mail to discuss a document or
trying to capture conversations about a document, authors and reviewers can
now communicate with each other through Web discussions. Simultaneous
discussions about a document can occur even if one person has the document
checked out. Comments and replies are grouped and stored as threaded
conversations.

Feature Description
SharePoint Portal Server 2003 assists managers by aggregating information and customizing content and
layout of information relevant to the team.
Web Parts Topic and area owners, and team site managers can organize their site and
Enhanced area pages to best suit the project at hand. With simple drag-and-drop
technology, a manager can easily populate a team home page with the
documents, lists and Web site links that the team needs to be effective.
SharePoint Portal Server 2003 provides additional Web Parts and Web Part
flexibility through personalization. Microsoft Office FrontPage 2003 offers full
support for Web Parts and Web Part pages including adding, editing and
customizing Web Parts, Web Part zones and custom Web Part pages. A new
XML data view Web Part brings data from external sources, such as databases
and Web Services, into SharePoint sites. In addition, developers can build
reusable components, and end users can easily implement those components
and customize Web pages within the standards that their IT staff has developed
without needing extensive knowledge of Web publishing methods.
Surveys A feature of SharePoint sites is the ability to create rich surveys whose results
New are automatically calculated and made available. Users now have the ability to
select all answers that apply to a survey question or to respond on a rating
scale.
Document libraries SharePoint Portal Server 2003 includes a Document Library that supports
Enhanced versioning, routing and approval functionality. Users can check in and check out
documents as well as revert to previous document versions, all from their
familiar productivity applications.
Picture libraries Thumbnail views of pictures are now supported in SharePoint Portal Server
New 2003 lists.
Editing in grid mode Users can use familiar Excel commands such as Fill when editing a list. This
New feature facilitates the editing of list and Document Library metadata by enabling
users to edit list data in a familiar Excel grid mode format.
Creating a list from a Custom lists can be created from Excel spreadsheets by using the spreadsheet
spreadsheet data as the source of columns and choices.
Personalization and Customization Features

• Portal pages are tailored for each user based on their identity and role. Navigation bars change to display
relevant options on each portal page based on user permissions.
• Content can be targeted in Web Parts for the organization, division, audience or individual.
• Users can personalize content and layout of SharePoint sites by using the familiar functionality of Web-
based tools, such as drag-and-drop.
Table 3. Personalization and Customization Features
Feature Description
SharePoint Portal Server 2003 helps empower employees by enabling end-user personalization of content.
Personalized views SharePoint Portal Server 2003 stores a personalized view of the portal for each
New user. This enables the user to configure the site in the way that works for him or
her and to access the same view and layout in each portal visit.

Feature Description
Customized layout In SharePoint Portal Server 2001, the dashboard provided one set of zones in
Enhanced which to place Web Parts. SharePoint Portal Server 2003 delivers new page
design and layout features that allow users to customize SharePoint sites exactly
as they need them. It offers full support for Web Parts and Web Part pages
including adding, editing and customizing Web Parts, Web Part zones and custom
Web Part pages. This allows for flexible design within a page instead of the
traditional three-column view.
Personalized In SharePoint Portal Server 2001, personalization was limited to Web Part login
selection of Web awareness and the Personal Dashboard page. Now users can add Web Parts to
Parts the Web Part pages for which they have personalization rights, and they can
overlay fixed pages with their own customizations. Because the Web Part library is
Enhanced
owned and maintained by a central IT organization, the Web Parts available to end
users can be tested before end users implement them. In addition, the portal
administrator can lock down certain pages or Web Parts that are necessary for
each user so that he or she has a consistent Web experience.
Alerts Users are notified of changes made to items to which they have subscribed,
Enhanced including documents, sites, people, news, lists, list items and the Sites Directory.
Users can decide whether alerts should be sent via e-mail and if they should
receive a notification for each change or a daily summary.
Alerts integration Alerts, previously knows as Subscription Notifications, sent from SharePoint
with Outlook Products and Technologies via e-mail can be managed in one place and are given
special handling by Microsoft Office Outlook 2003.
New
My Site My Site is an individual SharePoint Portal Server 2003 site that provides
New personalized and customized information. My Site has both a public and private
view, so users are able to store personal content that only they can view (such as
unfinished documents, news content and links), as well as public content to push
information to other users. My Site provides quick access to resources that users
need to do their work, such as links to documents, people or Web sites, as well as
personal alerts created to track changes to content in the portal and the
organization as a whole. Public profile information can be synchronized from
directory sources such as Active Directory.
My Site Web Parts My Site pages can be customized with Web Parts such as Documents by me, My
New Links, My News and Exchange Server 2003 Inbox, Tasks and Calendar Views.
Documents by me creates a list of recently authored documents. My Links (public
and private) allows users to publish links to their site that are visible only to them
or to a broader (defined) audience. My News is a Web Part in which news is
aggregated for each user based on interests and audience. Exchange Server
2003 Inbox, Tasks and Calendar Views expose a user’s Exchange information.
SharePoint Portal Server 2003 allows users to present specific applications and content based on the
user’s functional group and organizational role.
Audiences Contentis organized and targeted to Audiences in the portal so that users receive
New information that is most relevant to them. Links, Web Parts, lists and news items
all can be targeted to one or more specific Audiences. Examples of Audiences are
“everyone in Building One” or “all employees in the finance division.”
Audience rules Users can create Audiences by using simple rules based on Active Directory
New security groups and distribution groups. These criteria can be used alone or in a
combination of up to six clauses for complex and flexible rules. These Audience
rules allow for flexible and dynamic Audiences throughout the organization and for
the targeting of Web Parts and content to the appropriate Audience.

Feature Description
News item creation News items and announcements can be created and edited with rich text in the
and rich-text editing portal using a browser. The rich-text capabilities are new in SharePoint Portal
Server 2003. These items can either be posted directly or by linking to a news
Enhanced
source. Also, posting of new items can require approval depending on the
permissions of the submitter.
Link listing Users can contribute links to pages to which they have access, and the owner of
submission and those pages can approve those links to be visible to others. This allows users to be
approval content contributors in the areas in which they have expertise.
New
SharePoint Portal Server 2003 offers one place that remembers who users are and how they work.
Personalization The personalization object model enables programmatic access to personalization
object model features.
New

Tour
Welcome to the tour section of the customer guide. The goal of this tour is to provide a straightforward walk-
through of the installation procedures and to guide the user through a subset of the rich functionality that the
portal can provide. We’ve included a CD with a sample team site, populated with documents and other data to
provide a richer tour experience.
The tour is divided into the following sections:
Installation. SharePoint Portal Server 2003 has the richest out-of-the-box experience in the portal market.
The guide walks through installation of Windows Server 2003, Microsoft SQL Server™ (if using SQL
Server), SharePoint Portal Server 2003 and key Microsoft Office System components.
Collaboration. SharePoint Portal Server 2003 is a superset of Windows SharePoint Services and provides
the best team site integration available. The tour walks through creating and importing team sites and
creating libraries to store critical business documents and data.
Personalization. SharePoint Portal Server 2003 has very rich personalization services including My Sites,
links targeting, Web Part targeting and other features.
Configuration. The tour will guide the user through many of the configuration options such as security, Web
Parts, adding metadata, and configuring areas and topics.
Integration. SharePoint Portal Server 2003 offers the richest Microsoft Office System integration in the
industry, and the tour will walk users through integration examples.
Search. Although many portal solutions offer advanced searching as a separate product to purchase,
SharePoint Portal Server 2003 provides industry-leading search out of the box.
Microsoft Office SharePoint Portal Server 2003 requires Windows Server 2003. For the richest possible tour
experience and to showcase as many of the new product features as possible, we recommend a client
computer with Office 2003 installed. To complete the tour, we recommend that you install and configure the
products on two computers as shown in Table 5. The goal of this tour is to allow a reviewer to quickly explore
the powerful portal and collaboration features available in Microsoft Office SharePoint Portal Server 2003.
For additional information please refer to the administration guide or contact your Microsoft contact.

Table 4. Recommended configuration for SharePoint Portal Server 2003 Product Tour
Computer 1: Office SharePoint Portal Computer 2: Windows XP Client

Server 2003
Microsoft Windows Server 2003 Microsoft Windows XP operating system
ASP.NET Microsoft Windows XP Service Pack 1
Microsoft Internet Information Services (IIS) Microsoft Office 2003
Microsoft Office SharePoint Portal Server Microsoft Internet Explorer
2003
Microsoft Windows SharePoint Services
Microsoft SQL Server 2000 Standard or
Enterprise Edition with Service Pack 3
Microsoft Internet Explorer
Server Installation
The following sections will walk you through the installation and configuration of your server to review the
features in SharePoint Portal Server 2003. For the optimal user experience, you will need software for
Windows Server 2003, Microsoft SQL Server 2000 Standard or Enterprise Edition with Service Pack 3,
Microsoft Office SharePoint Portal Server 2003 and Windows SharePoint Services, Microsoft Office 2003 and
Microsoft Office FrontPage 2003.
Windows Server 2003

To install Windows Server 2003, follow these steps:
1. Prepare system for installation (new system by installing BIOS or other hardware configuration utilities)
and format disk with NTFS file system.
2. Insert Windows Server 2003 CD.
3. At setup notification screen, select <ENTER>.
4. At the Welcome to Setup screen, select <ENTER>.
5. During setup, join your computer to a domain.
6. System Activation: After installation, obtain a valid IP address and connect to the Internet. Click on the
system activation icon and select “Yes, let’s activate Windows over the Internet now.” Or, if you are not
connected to the Internet, select, “Yes, I want to telephone a customer service representative to activate
Windows.” Select “Next.” At the “R register with Microsoft?” screen, decide whether you would like to
register. If you would, follow the instructions on the screen. If you choose not to register, select “No” and
then “Next.” When you have successfully activated the software, click on “Close.”
Internet Information Services 6.0 and ASP.NET Installation

IIS 6.0 and ASP.NET are not automatically installed when you install a new Windows Server 2003 server.
Follow these steps to install IIS 6.0 and ASP.NET.
1. Navigate to the Control Panel and select “Add or Remove Programs.”

2. Select “Add/Remove Windows Components.”

3. Highlight “Application Server” and click on “Details.”
4. Select the “ASP.NET” checkbox. Verify that the “Internet and Information Services” box is checked.
5. Highlight “Internet and Information Services” and click on “Details.”
6. Highlight “World Wide Web Service” and click on “Details.”
7. Click to enable “World Wide Web Service” checkboxes if they are not already enabled as shown in Figure
7.
Figure 7. World Wide Web Service installation

8. Click on “OK” until you get back to the Windows Components Wizard, and then click on “Next” to start the
installation; insert the Windows Server 2003 CD if it is not already in drive. When the splash screens pops
up for additional configuration tasks, click on “Exit.”
9. Click on “Finish” on the Completing the Windows Components Wizard.
10. Restart your computer.
Note: To complete the rest of the tour setup, we recommend that your computer be a member of a domain.
You must be logged on as a local computer administrator. You may use a domain user that has local
administrator privileges, or you may use the local administrator account.
Microsoft SQL Server 2000 Standard or Enterprise Edition With Service Pack 3
SharePoint Portal Server 2003 supports both Standard and Enterprise Editions of Microsoft SQL Server 2000.
Follow these steps to install Microsoft SQL Server 2000 Standard or Enterprise Edition with Service Pack 3.
Insert the Microsoft SQL Server 2000 Standard or Enterprise Edition CD.
Select “SQL Server 2000 Components” on the autorun screen.
Select “Install Database Server.”

Follow the prompts to create a new instance of SQL Server on your local computer.
Accept the default settings and click on “Next” until you are prompted to enter your user information. Enter
your name and company and click on “Next.”
Accept the license agreement and enter your SQL CD key.
On each ensuing screen except the user credentials dialog box, you may accept the default and select “Next.”
On the screen asking for user credentials, “Use domain account” is selected by default. If you are logged on
as a domain user with administrator privileges, enter that account information here. If you are logged on
as the local administrator account, enter that account information here. In this case you will enter your
computer name in the “Domain” field.
At the end of setup, click on “Finish.”
Insert the Microsoft SQL Server 2000 Service Pack 3 CD, or you can download SP3 from
http://www.microsoft.com/sql/downloads/2000/sp3.asp.
Install SP3, accepting all defaults.
At the end of setup, click on “Finish” to restart your computer and complete the installation.
SharePoint Portal Server 2003 Installation

The following steps install SharePoint Portal Server 2003, Windows SharePoint Services and the SQL
runtime engine.
Note: Internet Explorer also must be configured to bypass local addresses. To do this, open Internet Explorer
and click on “Tools,” then on “Internet Options.” On the Connections tab, click on the “LAN Settings” button.
Make sure the “Bypass proxy server for local addresses” checkbox is enabled. Click on “OK” twice to close
Internet Explorer properties. Close Internet Explorer.
1. Insert the SharePoint Portal Server 2003 CD.

2. On the splash screen, select “Install Microsoft Office SharePoint Portal Server 2003.”
3. On the screen for “Install Microsoft Office SharePoint Portal Server 2003,” the following options should be
enabled:
• Microsoft Windows SharePoint Services Required
• SharePoint Portal Server 2003 Required
• SQL Server Desktop Engine — May Be Required
If all options are OK, select “Next.”
4. A dialog box will inform you that certain services on your computer will be stopped for the installation.
Click on “OK” to proceed with the installation.

Figure 8. Services that will stop during installation
5. Click on “Next” on the first screen in the Welcome to the Microsoft Office SharePoint Portal Server 2003
Setup Wizard. This wizard helps you install Microsoft Office SharePoint Portal Server 2003.
6. Agree to the End User License Agreement.
7. The product key screen should have a product key already entered. Click on “Next” to proceed.
8. At the Installation Type and File Location screen, select “Install without database engine” with the default
file locations as shown in Figure 9:
• Programs: C:\Program Files\SharePoint Portal Server
• Data: C:\Program Files\SharePoint Portal Server\DATA

Figure 9. Installation Type and File Location
9. Select “Next.”
10. Select “OK” in the “Microsoft SharePoint Portal Server setup has completed successfully” dialog box.
SharePoint Portal Server 2003 Setup Wizard

1. Completing the Microsoft Office SharePoint Portal Server 2003 Setup Wizard walks you through creating
a new portal. Click on “Finish.”
2. Configure server farm account settings:
• E-mail address. Enter an e-mail address for the administrator, one that external site administrators
can contact if problems arise when SharePoint Portal Server 2003 crawls their site.
• Enter default content access account. Enter the user name and password and confirm the
password for the account that you would like to use to index content. This account must have read
access to the content being indexed.
Select “Save.”
3. Create a portal for Server revguide (or whatever your preferred portal name is) as shown in Figure 10.
• In the Site Name box, type the name of the portal. The site name appears at the top of most portal
pages.
• In the virtual server list, select the existing virtual server on the machine that will host the new portal.
In most cases, the virtual server will be the default Web site.

• In the URL box, enter the URL that visitors will use to connect to the portal. For example, for our
portal the URL will be http://revguide/.
• Specify the portal owner in the portal owner dialog box. This person manages portal content and user
access. In the account name box, type the account for the portal owner. In the
e-mail address box, type the e-mail address for the portal manager. Select “OK.”
Figure 10. Create portal dialog box
4. In the Create Portal Confirmation for the server, you will receive the following message:
“You have chosen to create a new portal in a virtual server that is not empty. Any custom information that
you have added to this virtual server since its creation will be made unavailable. Are you sure you want to
continue? To continue creating the portal, click OK. To cancel creation of the portal, click Cancel.”
Click on “OK.”
5. Portal creation is completed, and the admin page is opened as shown in Figure 11.

Figure 11. Operation Successful
6. Now that the portal has been created, the reader should establish file entries for each computer that will
be accessing the portal for URL name (e.g., http://revguide/) and local IP address.
Install Office 2003 on Client Computer

SharePoint Portal Server 2003 provides the richest Office integration available. On the machine that you will
use to access the portal, install Office 2003 using the following steps:
1. Insert the CD.

2. Follow the instructions.
3. Click on “Finish” when you are done.
Install FrontPage 2003 on Client Computer

SharePoint Portal Server 2003 is fully integrated with FrontPage 2003, allowing editing and management of
sites quickly and easily via an intuitive graphical interface. On the machine that you will use to access the
portal, install FrontPage 2003 using the following steps:
1. Insert the CD.

2. Follow the instructions.
3. Click on “Finish” when you are done.

Portal Configuration
Now it’s time to configure your server so that all the rich functionality of SharePoint Portal Server 2003 and
Windows SharePoint Services is available. The next three steps create the basic configuration you will need
to review SharePoint Portal Server 2003.
• Configuring SMTP and SharePoint Portal Server 2003 e-mail settings to provide portal integration with
corporate e-mail systems
• Adding users and site groups as a basis for defining portal security
• Managing audiences to provide a personalized experience for the users
SMTP and SharePoint Portal Server 2003 E-Mail Settings

1. Go to Site Settings.
Figure 12. Portal home page

2. Go to SharePoint Portal Server Central Administration.
3. Select “Configure e-mail server settings” and enter the information shown in Table 5.

Table 5. SMTP settings
Field Information to Be Entered

Outbound SMTP Server: Enter the valid SMTP relay server on which your SharePoint
Portal Server machine has permissions to relay e-mail. If you
do not have one available, enter the server name of the
SharePoint Portal Server machine and configure SMTP server
on the machine. Do this by configuring SMTP Server using
Program – Administrative Tools – Internet Information Services
(IIS).
From Address: Enter valid SMTP address
Reply-to Address: Enter valid SMTP address
Character Set: 65001 (Unicode UTF-8)
4. Select “Submit.”
Add Users and Site Groups

SharePoint Portal Server 2003 integrates with Windows security and the Active Directory. The steps below
walk you through setting up users and site groups.
1. Add local users to the local group if the SharePoint Portal Server is a member of a domain.
2. Add local users to the local group if no domain security groups are available.
3. Go to Site Settings.
4. Select “manage users.”
5. Within the Add Users section, do the following:
6. Choose users. Enter aliases for each user, separated by a semicolon. Select “Next.”
7. Select site roles. Assign a site role (e.g., “contributor”) to each user. Select “Next.”
8. Confirm users. Confirm users by adding e-mail addresses if appropriate. Select “Next.”
9. Send e-mail. You may choose to send e-mail to users to let them know they have been added to the site.
Select “Next.”
10. You can use both user aliases and security groups to assign permissions. For example, if you want to
grant contributor rights to the local user group, you would enter <computer name>/users for the alias, and
select the contributor site role, and select “Next.”
Manage Audiences
Managing Audiences is part of the advanced personalization capability of SharePoint Portal Server 2003.
Links, Web Parts and other content can be targeted to members of Audiences. An Audience can be defined in
the portal or imported from Exchange distribution lists.
Go to Site Settings.
Select “manage Audiences” (bottom of page).

Select “Create Audience.”
Enter name and description for the Audience, select a rules option (either “members satisfy all of the rules” or
“members satisfy any of the rules”), and select “OK.”
Add Audience Rule page.
Select “users” (your choices will be “Users” or “Property”; “Property” has a drop-down menu) in the Operand
section. Then select “member of” in operator section (your choices will be “Reports under” and “Member
of”), and type the name of the group in the value field. (Note: Some selections require valid domains or
they cannot be entered. A property, such as department, does not.)
Select “OK.”
Import Sample Vitamin Team Site

The ability to import and export team sites easily is one of the powerful information management capabilities
of SharePoint Portal Server 2003. This part of the tour will walk the user through importing a site. This data in
the team site is used to illustrate other features such as searching later in the tour, as well as illustrate how
you can do site-level moves and restorations.
1. Go to http://www.reviewsharepoint.com/vitaminsite.fwp to download the site data.
2. When prompted, save the file “vitaminsite.fwp” to the root of c:\.
3. Create a SharePoint site.
A. From the home page, select “Sites” in the top navigation bar of the page.
Figure 13. Top navigation bar

B. Under “actions” on the left, select “Create Site.”
C. Call the site “Vitamins.”
D. Enter “Vitamins” into the URL name.
E. Enter an e-mail address.
F. Select “OK.”
G. For the “Add link to New Site” page, leave the defaults as they appear and select “OK.”
H. Very Important: DO NOT Select a template here. Simply close the browser window by clicking on
the “X” in the upper right-hand corner. The importing process will fail if the site has any template
selected.
I. Follow the steps below to “Restore the SharePoint site.”
4. Restore the SharePoint site

A. Open a command prompt window.
1. Click on “Start” and then select “Run.”
2. Type “cmd” and click on “OK.”
B. To change to the directory with the site migration utility, copy the text between the quotes and then
paste using a right-mouse click in the command window “cd Program Files\Common Files\Microsoft
Shared\Web Server Extensions\60\Bin.”
C. Select “Enter.”
D. Begin importing the site by copying the text in quotes and right-click-pasting it into your command
window. (Note: If your server URL is not revguide, please change the command line before pasting)
“smigrate.exe -r -w http://revguide/sites/vitamins -f c:\vitaminsite.fwp.”
E. Select “Enter.” Importing should begin; the command line will display the status. Once importing is
complete, you should be able to access your new team site.
Team sites have both a shared view, which is the default view for users coming to the site, and a personal
view, which is the view for each individual who has modified the site for his or her own purposes. For each
Web Part, the site designer can decide if users should be allowed to minimize, close or change zones as
appropriate to enforce the site goals. Figure 14 shows the shared view of our Vitamin Sales site.
Figure 14. Shared view of site

Figure 15 shows the personal view of our Vitamin Sales site as configured by one user.

Figure 15. Personal view of site
Configure Portal Home Page

The portal serves as the information aggregation point for the organization. The next five steps walk you
through adding content and functionality to the portal structure.
Web Parts
The home page is composed of a collection of Web Parts and links to other areas of the portal. You can easily
customize the look and feel of the parts on this page. The following steps will show you how to move the
“Events” Web Part above the “News” Web Part on the page.
1. Navigate to the portal home page.
2. Select “Edit Page” under “Actions.”
3. Select “Modify Shared Page” in the upper right-hand corner.
4. Select “Design this page.”
5. The page now changes to Edit mode.
6. Drag and drop the “Events” Web Part above the “News” Part (note the yellow bar indicates the Web Part
is ready to be dropped).

Figure 16. Editing home page
7. Click on “View Page” in the left-hand navigation bar to save it, then click on “Refresh” in the browser tool
bar to see your changes.
Flexible Portal Structure

SharePoint Portal Server 2003 allows administrators to easily change the structure of the portal with simple
drag-and-drop operations. The following example shows how to move one of the Topics to the top navigation
bar.
1. From the Portal home page, choose “Topics.”
2. Click on “Manage portal site.”
3. Click on the icon next to “Projects,” and drag it up to drop as the first item under “Home” (the yellow bar
shows when the item is ready to be dropped).

Figure 17. Topics
4. Select “Return to Site.”
Notice that the “Projects” Topic is now on the top navigation bar. We will explore how to create new Topics
next.
Topics
Create a new topic called “Portal Vendors.”
Click on “Topics.”
Under “Actions,” select “Edit Page.”
Click “Create Subarea” underneath the “Actions” heading.
Enter the title “Portal Vendors.”

Figure 18. Creating an area
Select “OK.”
Areas
Areas are found under Topics in SharePoint Portal Server 2003. The next section shows you how to create a
new area under the “Portal Vendors” Topic called “Pure Play Portals.”
1. From the portal home page, select “Topics” from the top navigation bar.

Figure 19. Topics
2. Select “Portal Vendors.”
3. Select “Edit Page.”
4. Select “Create Subarea.”
5. Enter “Pure Play Portals” as the title.
6. Select “OK.”
This area is now ready to be populated with links, documents, Web Parts and other important information
relevant to the category.
Adding an Alert
Users can set alerts for any number of portal items such as people, news, topics, document, Windows
SharePoint Services folder, lists items and Sites Directory; when items are changed or discovered, alerts can
be sent via e-mail or captured in My Site in the alert summary.
Add an alert for the Pure Play Vendors area.
1. Select “Alert Me” from the left navigation bar.
2. Select “OK” on the Add Area Alert Page as shown in Figure 20.

Figure 20. Adding an alert
We will see alert notifications later in the tour after we make some changes to the area page.
Creating Sites and Libraries

Creating sites and libraries allows you to see the site and storage capabilities of SharePoint Products and
Technologies as well as the rich feature set available right out of the box. It also shows the connected
collaboration capabilities of SharePoint Products and Technologies through the ability to provision a site from
the portal, to connect the site to the portal via the Site Directory and search for discoverability, and to reuse
site templates.
Windows SharePoint Services Document Libraries and Team Sites
The first step to creating a new Document Library is to create a site that will house or be the repository for the
new Document Library.
Create a Site From the Portal
From the home page, select “Sites” in the top navigation bar.
Figure 21. Portal top navigation bar

Under “actions” on the left, select “Create Site.”
Call the site “Reviews.”
Enter “Reviews” into the URL name.
Enter an e-mail address.
Select “OK.”
For the “Add link to New Site” page, leave the defaults as they appear and select “OK.”
Select Team Site (the default) and select “OK.”
Figure 22. Site creation dialog box
Your new site is now created. Because it was provisioned from the SharePoint portal, it is findable and
searchable from the SharePoint Portal Server 2003 Sites Directory. Figure 23 shows the Site Review site in
the Sites Directory.

Figure 23. Site Directory
Also, you can choose to make the site a Spotlight Site so that it is featured in the Sites Directory and
searches. Here’s how to do this for our Site Review site.
Making a Site a Spotlight Site
1. Select “Manage Sites” on the left-hand navigation bar.
2. Click on the drop-down menu that appears when you hover over “Site Reviews” and select “Edit Item.”
3. Select the “Spotlight Site” checkbox as shown in Figure 24 and then select “Save and Close.”

Figure 24. Making a site a Spotlight Site
4. Select the Summary view from the left-hand navigation bar; note that Site Reviews is now listed under
Spotlight Sites.
This site has a default Document Library called “Shared Documents.” You can select this library and begin
uploading documents right away. The next steps show you how to create a Document Library called
“SharePoint Portal Review.”
Create a Document Library
Figure 25. Creating a Document Library
1. Click on “Create” at the top of the page.

2. Select “Document Library” from the Document Libraries category.
3. Enter “SharePoint Portal Review” in the name field.

4. In “Document Versions,” select “Yes” for “Create a new version each time a file is checked in.”
Figure 26. New document library

5. Select the “Create” button.
Now, upload a few documents to your new library.
Select “Upload Document.”
If you are running Office 2003, you will have the option “(Upload Multiple…).” Select this option or select the
Browse button to upload a single file.

Figure 27. Upload Document dialog box
Your documents are now available on the site. Now we can associate any document with a portal area. To do
this, follow these steps:
Click on the drop-down list for the document that you just uploaded to the Document Library and select
“Submit to Portal Area” as shown in Figure 28.
Figure 28. Submit to Portal Area selection

In the Location portion of the Add Listing form, select “Change Location.”

Expand the Topics tree until you find the “Pure Play Portals” area that we added earlier; select the checkbox and then
select “OK.”
Figure 29. Change Location dialog box

Select “OK” on the Add Listing page.
Navigate to the Pure Play Vendors area page by selecting “Up to Reviewers Guide”; select the “Portal
Vendors” Topic on the left-hand navigation bar and then select “Pure Play Vendors” to see how the
document is now listed on the associated area page.
Top-Level Security Access
Document security is assigned at the Document Library level. This section shows how to assign security to
your new library.
From the Portal Reviews Site home page, select the “SharePoint Portal Review” library under the
“Documents” quick-launch category on the left.
Select the “Modify settings and columns” option on the left navigation bar.
Select “Change permissions for this Document Library.”
Select “Add Users.”

Figure 30. Click to add users
Add users and select their permissions.
Select “Next.”
Confirm the users and select “Finish.”
Adding a Document Library Web Part

Creating and saving Web Parts with SharePoint Portal Server 2003 is easy to do and allows users to create
reusable lists and libraries. The following steps walk you through an example of creating a list and dragging it
on the page as a Web Part.
1. Go to the “Reviews” site that you created earlier.

2. Click on “Create” on the top navigation bar.
3. Click on “Custom List.”
4. Add the name “Things to do.”
5. Click on “Create.”
6. Click on “Home” on the top navigation bar.
7. Click on “Modify Shared Page,” click on “Add Web Parts,” then click on “Browse.”
8. Click on “Next” to navigate to your new Web Part.
9. Drag “Things to do” under the announcements.
10. Close the “add Web Parts” menu.
Create a Survey
Surveys are a powerful and useful feature of SharePoint Portal Server 2003 team sites. You can quickly
develop a survey and send a link to a large audience via e-mail. The tool allows graphical views of the
responses, and access to the survey can be customized by role. Creating a survey follows the same process
as creating a list or other item in a team site. The steps below demonstrate this feature.
Go to the Vitamin team site imported earlier in the tour.

Click on “Q3 promotion review.” You can see the number of responses received.
Click on “Show a Graphical summary of responses.”
Let’s add a question:

1. Click on “Modify survey and questions.”
2. Click on “Add a question.”

3. Type “Please provide any additional feedback.”
4. Select “Multiple lines of text.”
5. Click on “Finish.”
Change the Logo

In addition to personalizing and customizing SharePoint using Web Parts, changing the look and feel of
SharePoint Portal Server 2003 is made easy through integration with FrontPage 2003. Let’s go back to the
Vitamin team site and add a logo to the site.
Open the link titled “contoso_pharm.”
Figure 31. Document Library for Vitamin sales
Right-click on the graphic and choose “copy.”
Go back to the site and click on the “Edit in FrontPage” icon.
Figure 32. Internet Explorer navigation bar
Now you can right-click on the house graphic and replace it with the Contoso graphic.
Click on “Save.”
SharePoint Portal Server 2003 sites are, in essence, FrontPage 2003 Web sites. This enables you to take
advantage of the rich page creation, editing and design capabilities that FrontPage 2003 has to offer. More
information on FrontPage 2003 and its rich features can be found at http://www.microsoft.com/frontpage/.
Threaded Discussion Groups

Discussion threads are built right into the team sites. Go back to the Vitamin team site and walk through the
discussion feature.
1. Click on “General Discussion.” Each discussion shows as a collapsed list item.
2. Click on “New Discussion.”
3. Type “Sales Strategies” in the subject line.

4. Type “What are your most effective sales strategies?” in the text box.
Set Calendar View as Default

SharePoint Portal Server 2003 provides users with the ability to select from many different views of their data.
One of the most popular views is the Calendar View. The steps below illustrate making the Calendar View the
default.
1. Go to the Vitamins team site, which you imported earlier in the tour.
2. On the home page, click on “Events.”
3. Click on “Modify settings and columns.”
4. Go down to “Views” and click on “Calendar.”
5. Click on the check box “Make this the default view.”
Windows SharePoint Services Document Library Profile (Metadata) Columns

Documents that are saved in Document libraries can be tagged with valuable information to make them easier
to find, organize and manage. Let’s create a profile field called “Document Status” to track the publication
status of these review documents.
1. From the SharePoint Portal Review Document Library, select “Modify settings and columns.”
2. Select “Add a new column” from the Columns category.
3. Enter “Document Status” as the column name.
4. Select the option “Choice (menu to choose from).”
5. In the “Require that this column contains information” area, select “Yes” to make this a required field. Now
documents without this field cannot be checked into the library, although they can be uploaded.
6. On separate lines, enter “Draft,” “In Review” and “Published” as the options, as shown in Figure 33.

Figure 33. Add Column dialog box
7. Leave the rest of the default options as they appear and select “OK.”
Future document uploads trigger a prompt to enter the profile fields before checking the document in.
Personalization Configuration
Now that we have the portal and site infrastructure in place, let’s have fun with enhancing a My Site to show
off the personalization features. The next five steps walk you through personalizing a My Site page with Web
Parts and content.
Personalize My Site
A user’s “My Site” is configured the first time a user accesses the feature.
Figure 34. My Site Navigation

1. Select “My Site” from the top right side of the home page.
2. “Creating my site” is displayed with a message that the process could take 10 to 20 seconds.
3. If you have Office 2003 installed, you will receive a pop-up asking if you would like to set this site as your
default personal site. Select “Yes.”

4. The site is displayed as “Domain\Username.” If you are using a domain account with a preferred name
set in the Active Directory, this information will be automatically crawled and your site will display your
preferred name instead of Domain\Username.
Figure 35. My Site

By default, “My Site” takes you to your private view. This view is designed for each user to personalize as his
or her personal Web-based workspace. Notice that your alerts include one for the Pure Play Vendors area
that we created earlier in the tour.
Add a Web Part to Your Site
1. Select “Personalize this page” in the upper right-hand area of the page. (If you are logged on as a Site
Administrator, the link will say “Modify My Page.”)
2. Select “Add Web Parts” from the pull-down menu, and then “Browse.”
3. Drag and drop the “Page Viewer” Web Part (you may need to click on “Next” to see the remainder of the
list) to the top zone on your personal site.

Figure 36. Add Web Part
Configure the Web Part
Click on “Open the tool pane” in the new Web Part.
Figure 37. Page Viewer dialog box

Enter a URL for your favorite site, for example, http://www.microsoft.com/.
Click on “OK.”
The page will refresh and you will see the Web site in the Page Viewer Web Part.
Add a Link to Your Personal Site
1. In the “My Links Summary” Web Part, select “Add new link.”
2. Add the title “Contoso Vitamin Web Site.”
3. Enter a URL on the next line.
4. Select the option “Share this link on my profile.” This option allows you to share links on your public
profile. This will be explained in more detail in the next section of the tour.

5. Select “OK.”
Public View
Users of SharePoint Portal Server 2003 have both a private and public presence on the portal. Let’s explore
the public view.
Select “Public” on the left navigation pane. Your screen should be similar to the one pictured below in Figure
38.
Figure 38. Public My Site
Editing the Public Profile
1. Select “Edit My Profile.”
2. Add some text in the “About me” field. Notice that you can edit it with rich-text tools.

3. Add phone information and then select “Save and Close.”
Figure 39. Editing the user’s profile
Shared links from the private view will show up in the public view. As you can see, the link created in the last
exercise is displayed.
Your public profile is where others in the organization can learn about the types of documents you author,
your reporting chain and other useful information. Information from the Active Directory can be automatically
synchronized with the portal and populated in the Organization Web Part.

Integration
SharePoint Portal Server 2003 integrates with Office 2003, other Microsoft applications and other enterprise
applications. The following three steps walk you through using Office 2003 integration to see the powerful
end-user experience that integration provides.
Office 2003
Saving and Sharing Documents
Saving documents to team sites and to your personal site is extremely easy when Office 2003 is combined
with SharePoint Portal Server 2003. Let’s save a new document to our “My Site” Shared Documents folder on
the portal.
Open Microsoft Word and type some text.
Select “File-Save.”
Select “My Site.”
Select “Shared Documents” from the list of Document Libraries.
The document is now available to anyone with access to the portal from your public profile’s “Shared
Documents” link.
Checking In Documents and Saving Metadata
Documents can be saved and checked in directly from Office 2003. Try saving the document created above to
the Portal Reviews Document Library you created earlier in the tour.
1. Select the custom document property field.
2. Select “File-Save As.”
3. In the “File name” box, enter http://revguide/site/review/ and select “Enter.”
4. The list of Document Libraries available should be on the screen.
5. Select the “SharePoint Portal Review” library.
6. Select “Save.”

Figure 40. Save document to site
7. Select “Document Status” from the pull-down menu.
8. Select “OK” to save and check the document into the library.
Create a Document Workspace Using Office 2003

As a member of the Microsoft Office System of products, SharePoint Portal Server 2003 has deep integration
with Word 2003 as well as Excel 2003 and PowerPoint® 2003. This example demonstrates how easy it is to
create a new document and team collaboration workspace directly from Office applications. In this example,
we’ll use Microsoft Word.
Create a new Word 2003 document.

Type any text, for example, “New Vitamin Sales Promotion.”
Save the document.
Click on “View” and then on “Task Pane” (as shown in Figure 41 below).

Figure 41. View task pane
On the task pane, click on the top pull-down menu and select “Shared Workspace,” as shown in Figure 42.
Figure 42. Create Shared Workspace
You should see your server name in the “Location for new workspace” pull-down menu. If it is not
there, select “Type New URL” and enter the URL name (http://revguide).
Click on “Create.”
To access your new Document Workspace, click on the link at the top of the right task pane.

Your document is now posted in a custom workspace designed to provide an easy way to collect
feedback and collaborate with your peers. Now, that’s connected collaboration!
Search
SharePoint Portal Server 2003 offers advanced searching capabilities developed in the labs of Microsoft
Research. Results are returned for documents, people, team sites and TIFF files (including OCR capabilities),
and are relevancy-ranked and organized into rich views to make discovering content much easier.
By default, OCR/TIFF indexing is turned off in the product. To enable the feature, do the following:
1. Go to the “Support\Tools” directory on the SharePoint Portal Server CD.
2. Copy the tiff_ocr_on.reg file to the server (if the CD isn’t in the server drive).
3. Double-click on the tiff_ocr_on.reg file to set the appropriate registry key.
Note: SharePoint Portal Server 2003 also can index PDF files. To configure your server to do PDF filtering,
you must install the iFilter for Adobe Acrobat (available on Adobe Systems Inc.’s Web site) according to the
directions in the SharePoint Portal Server 2003 administrator guide.
To ensure that the content you migrated over in the Vitamins site is indexed, follow these steps:
1. From the home page of the portal, click on “Site Settings.”
2. Under the “Search Settings and Indexed Content” section, click on “Configure Search and Indexing.”
3. Next to the item called “Start non portal content update,” click on “Full.” This will update the index for the
Vitamins site.
4. After one or two minutes, click on “Refresh”; the page should read “Idle” for nonportal content crawling.
Searching From the Portal
From the home page, put your cursor in the search box and type “multivitamin.” Your results should be similar
to those shown in Figure 43.

Figure 43. Search results
Notice that you receive results for sites, documents and people, and can organize the results by author, date
or area by clicking on the corresponding links in the left navigation bar. By using SQL Server as the database
server, you also have full-text search capability, so all indexed documents with the text “multivitamin” in the
document also are returned by search. Figure 44 shows the same search organized by author.
Figure 44. Search results sorted by author

Summary
We hope you have found the tour a valuable way to view the out-of-the-box experience, collaboration,
personalization, integration and search features of SharePoint Portal Server 2003, and have learned how to
configure many of the application’s rich features. We encourage you to refer to the product documentation
and to visit http://www.microsoft.com/sharepoint/ for the latest updates and information.

Appendix A: Windows SharePoint Services and
SharePoint Portal Server 2003 Integration With the
Microsoft Office System
Windows SharePoint Services and Microsoft Office SharePoint Portal Server 2003 constitute the latest
version of Microsoft SharePoint Products and Technologies. Windows SharePoint Services is a set of services
for Windows Server 2003 that enables users to communicate and share work in a highly connected
computing environment. SharePoint Portal Server 2003 is a server product built upon Windows SharePoint
Services that provides advanced customization options and categorization and search capabilities across
multiple SharePoint sites. Because of this foundation, both Windows SharePoint Services and SharePoint
Portal Server 2003 integrate with Microsoft Office 2003 editions.
SharePoint Products and Technologies put the power of the Web at the user’s fingertips, so users can share
files and information and communicate more effectively with their co-workers. Users can easily create and
use a SharePoint site for any purpose. For example, a user can create a site to serve as the primary Web site
for a team, or build a site to help users meet short-term or long-term shared work goals. The standard types of
SharePoint sites include shared documents, contacts, calendars, task lists, discussions, and other powerful
information-sharing and visualization tools.
Sharing access to documents and information is only part of what users can do with Windows SharePoint
Services. Microsoft Office 2003 editions are closely integrated with Windows SharePoint Services, so features
from Windows SharePoint Services can be used in Office 2003 applications. Many important Windows
SharePoint Services features are integrated with Office 2003 menus and features. Users can even create
SharePoint sites from their Office 2003 applications as part of their regular work routine, making them more
productive without requiring extensive training or specialized technical knowledge.
The information below describes how Windows SharePoint Services and SharePoint Portal Server 2003 work
together with versions of Microsoft Office. In addition, it describes the levels of integration between
SharePoint and Office 2000, Office XP and Office 2003. Office 2000 provides basic integration with Windows
SharePoint Services, while Office XP provides some additional integration features. However, it’s the
Microsoft Office 2003 editions, the latest version of Microsoft Office, that provide enhanced integration with
Windows SharePoint Services and SharePoint Portal Server 2003.
Good, Better, Best

Windows SharePoint Services and Microsoft Office are natural partners in a productive, connected computing
environment. Microsoft is committed to integrating the power of work-sharing tools and the Web into the
productivity programs that most users already know. Microsoft Office 2000, Microsoft Office XP and Microsoft
Office 2003 editions represent increasing levels of integration between the Microsoft Office suite and
Windows SharePoint Services.

 File-saving integration. Microsoft Office 2000 provides basic integration with Windows SharePoint
Services. Users can open and save files stored on SharePoint sites from their Office 2000 programs and
receive alerts in Microsoft Outlook 2000.
 Basic data integration. Microsoft Office XP provides additional data integration between SharePoint
sites and Microsoft Office, so users can export data to lists and view properties and metadata for files
stored on SharePoint sites.
 Contextual integration. Microsoft Office 2003 adds rich contextual integration between Microsoft Office
and Windows SharePoint Services, integrating SharePoint fully into the business tasks that users perform
every day.
Good: Microsoft Office 2000

Microsoft Office 2000 provides simple file-saving integration with Windows SharePoint Services. Microsoft
Office 2000 users can interact with documents on SharePoint sites from their Office programs. However,
users of Office 2000 cannot use some features of Windows SharePoint Services, and they may have to do
more work to use other features.
A company may want to use Microsoft Office 2000 with Windows SharePoint Services if any of the following
conditions are true:
 Older workstations are not being upgraded.

 Upgrades are planned but have not been carried out.
 The company does not have full control over the end-user environment. For example, partners and
customers may access services through an extranet, or telecommuters may access the corporate intranet
from their home computers.
Microsoft Office 2000 with Windows SharePoint Services is a good choice for users who occasionally share
work with team members or who create documents of interest to other users in an organization or company.
Windows SharePoint Services can help those users interact with team members and publish their documents
where other users can find them. However, if a company requires more sophisticated sharing tools, Microsoft
Office XP or Microsoft Office 2003 are better choices.
Better: Microsoft Office XP

Microsoft Office XP is the first version of Microsoft Office designed specifically to take advantage of
SharePoint Products and Technologies. Office XP introduces basic data integration with Windows SharePoint
Services, including interactive access to data stored on SharePoint sites. However, users of Office XP cannot
take full advantage of some of the new features of Windows SharePoint Services (for example, Document
Workspace sites, Meeting Workspace sites and shared attachments).
Office XP is a good choice for users who occasionally need to use features of Windows SharePoint Services.
For example, users who occasionally share document creation work with a team can use many of the
document management features of SharePoint, including the ability to check in, check out and publish
documents. In addition, Office XP is a good choice for users who want to use SharePoint sites to share their

data. However, if users share work extensively, need to access and analyze data stored on SharePoint sites,
or want to use FrontPage to customize their SharePoint sites, Office 2003 Editions are a better choice.
Best: Microsoft Office Professional Edition 2003

Microsoft Office Professional Edition 2003 is the latest version of Microsoft Office and the best choice for
users who want to take full advantage of integration with Windows SharePoint Services and SharePoint Portal
Server 2003.
The main advantage of using Office 2003 with Windows SharePoint Services is the close integration between
the two. Office 2003 makes using Windows SharePoint Services easy, so a company can get the most out of
its investment in both Windows SharePoint Services and Microsoft Office. With Office 2003, users can take
advantage of Windows SharePoint Services to create documents, organize team meetings and activities,
access and analyze data from SharePoint sites, and customize SharePoint sites using Microsoft Office
FrontPage 2003. Users can also use the superior data integration between Office 2003 and Windows
SharePoint Services, moving data to and from the SharePoint site and creating databases linked to data
stored on SharePoint sites.
Two new programs in Microsoft Office 2003 editions also are integrated with SharePoint Products and
Technologies: Microsoft Office OneNote 2003 and Microsoft Office InfoPath 2003. With the OneNote note-
taking program, users can gather and organize pieces of information from multiple sources. Windows
SharePoint Services recognizes the OneNote file format, so users can store and search OneNote files on
SharePoint sites, and can share sections of a OneNote notebook with other users by saving it to a SharePoint
site. With the InfoPath information-gathering program, teams and organizations can develop and deploy
dynamic forms that connect people to line-of-business applications and business processes. With InfoPath,
users can use customer-defined data standards to accurately and efficiently gather information. InfoPath can
also store and aggregate forms in SharePoint Document Library sites.
In addition, Windows SharePoint Services is integrated with Microsoft Office Project Server 2003, part of the
Microsoft Office System. Project Server 2003 can use Windows SharePoint Services for document
management, risk management and issue tracking. The Web Access feature in Project Server 2003 uses
Windows SharePoint Services to create and track documents, risks and issues, and link them to a project or
to specific project tasks on a SharePoint site.
Companies that do not plan to upgrade or that have not yet upgraded their workstations to Office 2003 may
want to consider providing Microsoft Office 2003 editions to users who can get the most value out of Windows
SharePoint Services. For example, Office 2003 is a good choice for teams with members in different
locations. The tight integration between Windows SharePoint Services sharing tools and Microsoft Office
2003 editions can help these users significantly improve their productivity. Office 2003 editions are also a
good choice for analysts and other users who need live, up-to-date access to data. These users can use
Microsoft Office 2003 to analyze and manipulate live data stored on SharePoint sites to be more effective in
their work. In addition, Microsoft Office 2003 provides the best support for Extensible Markup Language

(XML) of any version of Microsoft Office. Companies that want to use XML to automate and streamline their
business processes should consider using Microsoft Office 2003 with Windows SharePoint Services.
Document Workspace Sites

Most companies still use e-mail and file shares as their primary document-sharing tools. When a user creates
a document, he or she e-mails the document or a link to the document to co-authors and reviewers. This
method can lead to confusion about who has the authoritative version of a document. If the document is
stored on a file share, it can be difficult to identify the source of changes and to roll the document back to a
previous version if the changes are not approved. With Microsoft Office 2003, a user can create a Document
Workspace site and a shared attachment when sending a document via e-mail to other users for review. A
Document Workspace site is a SharePoint site that holds information relevant to the shared work on a
document, including information stored in SharePoint lists (for example, members, tasks, links and related
documents). A shared attachment is a document that is stored on a SharePoint site and linked to a file
attachment in an e-mail message. When a user creates a shared attachment, Windows SharePoint Services
stores the document, and the user can configure the Document Workspace site to track document versions.
When this feature is enabled, users can view previous versions of the document, and the document owner
can roll back changes if necessary.
Meeting Workspace Sites

A Meeting Workspace site is similar to a Document Workspace site, in that Meeting Workspace sites are full-
featured SharePoint sites. However, where a Document Workspace site is prepopulated with information
relevant to shared documents, a Meeting Workspace site is prepopulated with information relevant to
meetings. Users of Office 2003 can create a Meeting Workspace site automatically as part of scheduling or
requesting a meeting in Outlook, so users can share work effectively without having to take the time to set up
a Web site or make a request to the IT department and wait for the IT staff to fulfill it. Users also can create
Meeting Workspace sites for recurring meetings, so team members can track progress for ongoing tasks or
projects.
Other New Features in Windows SharePoint Services

The following features of Windows SharePoint Services also are integrated with Microsoft Office 2003.
 Improved document management. Windows SharePoint Services includes enhanced document

management capabilities. When an Office 2003 user saves a document, metadata about that document is
automatically saved to the SharePoint site. In addition, Windows SharePoint Services tracks versions of
Office documents that are stored on SharePoint sites and provides document checkout and check-in
features on the File menu in Office 2003 applications.
 Office Template Pack. Additional templates and tools that extend the features of Windows SharePoint
Services are available in the Office Template Pack for Microsoft Office 2003. The Office Template Pack
includes templates that can be used to access Microsoft Great Plains® data through Windows SharePoint
Services, as well as additional data-calculation Web Parts.

 Presence Control. When Office 2003 is installed on a workstation, it enhances Windows SharePoint
Services with the Presence Control smart tag. The Presence Control smart tag provides information about
the availability of members of a SharePoint team wherever their names appear on a SharePoint Web site,
such as whether team members are online, available for an instant messaging session or able to share a
whiteboard. The Presence Control smart tag simplifies sharing and communication among team
members.
 Improved integration with Microsoft Outlook. Users typically use e-mail to share much of their work,
so Windows SharePoint Services provides extensive integration with Microsoft Outlook 2003. Users can
synchronize their personal Outlook 2003 calendar and contact list with contacts and calendars stored on
a SharePoint site. In addition, when they receive a Windows SharePoint Services Alert, the Alert contains
additional information that Outlook 2003 can use to run enhanced rules for sorting and filing Alerts.
 Improved integration with Microsoft Excel. New integration features with Microsoft Excel 2003 enable
users to access, analyze and manipulate data stored on SharePoint sites. Excel 2003 provides two-way
synchronization between Excel spreadsheets and SharePoint lists. In addition, users can export Excel
data to a SharePoint site as a custom list.
 Improved integration with Microsoft Access. Users can now use Microsoft Access 2003 to create
database tables that are linked to lists contained on SharePoint sites.
 Improved integration with Microsoft FrontPage. Users can now use Microsoft FrontPage 2003 to
modify and customize SharePoint sites. With FrontPage 2003, users can manage List Views, edit pages,
add Web Parts to pages and create templates for SharePoint sites. FrontPage 2003 also includes
reporting capabilities for tracking and reporting site page data and usage statistics.
 Creation of data-driven Web Parts. Users also can use FrontPage 2003 to create data-driven Web
Parts that connect to a variety of back-end data sources and present that data live on a SharePoint site.
 Solution packages. FrontPage 2003 can be used to create site solution packages that can be easily
deployed. For example, a user can create a team solution package for a company that fits company
requirements and intranet standards, and then deploy the package wherever a team needs a SharePoint
site. FrontPage 2003 includes solution packages that can be used to add Web logs, news and reviews,
and issue tracking to SharePoint sites.
 Microsoft InfoPath 2003 integration. InfoPath 2003 is a new Microsoft Office 2003 program that can be
used to create rich XML-aware forms for gathering and sharing information, and InfoPath solutions can be
published to SharePoint Document Libraries. In addition, users can use SharePoint Business Document
Libraries to launch InfoPath and automatically aggregate data from a group of similar InfoPath documents
stored in SharePoint. For example, if a team uses InfoPath to store status reports in a SharePoint
Document Library, a team member can create an aggregate status report to gather the data from multiple
status reports in the library.
Comparison of Integration Features

The following tables compare the integration features between Windows SharePoint Services and each
version of Microsoft Office.
Table 6. General Integration Features
Feature Office 2000 Office XP Office 2003
Save and open files from Yes (Excel, Yes (Excel, Enhanced (Excel,
SharePoint sites PowerPoint, Word) PowerPoint, Word) FrontPage, InfoPath,
Outlook, PowerPoint,

Project, Visio, Word)
Metadata automatically No No Yes (Excel,
saved PowerPoint, Word)
File properties and Data stored but not Yes (Excel, Enhanced (Excel,
metadata automatically displayed (Excel, PowerPoint, Word) InfoPath, PowerPoint,
promoted and demoted PowerPoint, Word) Word)
Document version No No Enhanced (Excel,
tracking InfoPath, PowerPoint,
Word)
Document check-in and No No Enhanced (Excel,
checkout InfoPath, PowerPoint,
Word)
Microsoft Project No No Yes
document, risk and issue
management
Multiple document No No Yes
upload
Inline discussions Yes Yes Yes
Microsoft Office No No Yes
components for
SharePoint
Online Presence smart No No Yes
tag
Microsoft Business No No Yes
Solutions integration
Table 7. Document Workspace Sites

Shared attachments No No Outlook attachments
Automatic creation of No No Yes, with shared
Document Workspace attachments
sites
Document Workspace No No Yes (Excel,
task pane PowerPoint, Word)
Document updates for No No Yes (Excel,
shared attachments PowerPoint, Visio,
Word)
View and edit a shared Yes Yes Yes
attachment
Table 8. Meeting Workspace Sites

Automatic creation of No No Yes (Outlook meeting,
Meeting Workspace sites or from SharePoint

events list)
Table 9. Outlook Integration

Synchronize calendar No No Yes (Outlook)
and contacts
Alerts Yes Yes Improved (alerts on
lists, more Alert
information)
Alert integration with No No Yes (Outlook)
Outlook
Table 10. Excel Integration

Two-way synchronization No No Yes
with SharePoint lists
Export data as No Yes Yes
SharePoint list
Export data as custom No No Yes
list
Table 11. Access Integration

Link table to SharePoint No No Yes
list
Table 12. FrontPage Integration

Edit and customize No No Yes
Windows SharePoint
Services Web sites
Create, edit and save No No Yes
data-driven Web Part
pages
Solution packages No No Yes
Browse and search Web No No Yes
Part galleries
Manage List Views No No Yes
Create templates No No Yes
Web Part connections No No Yes
Back up and restore site No No Yes

Table 13. InfoPath Integration
Business Document N/A N/A Yes
Library
Edit documents in N/A N/A Yes
InfoPath
Aggregate business N/A N/A Yes
reports

Appendix B: Windows SharePoint Services Features
The following are new and improved features in Windows SharePoint Services:
Table 14. Microsoft Windows SharePoint Services Features
Microsoft Windows SharePoint Services Features
Feature Area New or Feature Name Description
Improved
Administration NEW Inactive Site Site owners are automatically notified if their
Notification site has been inactive for a specified period. If
multiple notices are sent to the site owner and
the site remains inactive, the administrator can
specify that the site be automatically deleted.
Administration NEW Blocked File Server administrators can block the uploading of
Extensions Support specific file types (for example, MP3 or EXE
files).
Administration Improved Browser and Administrators can use the browser or the
Command Line command line to manage their sites and site
Administration Tools collections.
Administration NEW Comprehensive This feature enables rich scenarios for writing
Administrative Object custom management tools to manage Windows
Model SharePoint Services sites.
Administration Improved Usage Statistics and Usage information helps site owners determine
Analysis how many users are hitting each site.
Administration Improved List all sites in a site This feature displays the list of all sites in a site
collection collection for simplified management.
Administration NEW Manage Users from Administrators can use the SharePoint Central
SharePoint Central Administration pages to manage users on all
Administration sites.
Administration NEW Move SharePoint SharePoint Team Services 1.0 sites can be
Team Services 1.0 moved to Windows SharePoint Services sites
sites to Windows using a command line migration tool
SharePoint Services (Smigrate.exe).
Administration NEW Regional settings for Each site can have its own regional settings,
each site such as time zone.
Administration NEW Self-Service Site Users can create sites on demand without
Creation involving the IT department.
Administration NEW Integrated People Administrators can browse their organizational
Picker address book to choose the users to add to a
SharePoint site.
Administration NEW Windows SharePoint Members of a domain group can perform central
Services admin group administration tasks without having to be given
administrator rights to the local server
computer.
Administration Improved Create site groups Administrators can create cross-site groups that
can be used with all sites in a site collection.
Administration NEW Move Windows Administrators can use the site migration tool to
SharePoint Service move existing Windows SharePoint Services
sites sites to another server.
Administration NEW Site level backup and Each site in a server farm can be individually
restore backed up and restored. This feature can be
used for archiving inactive sites before their
deletion.
Administration Improved Windows SharePoint Administrators can set quotas for site storage
Services Site Quotas size and generate automatic notifications for the
Admin and site owner when a site reaches its size limit.
Notifications

Improved
Alerts NEW Alerts integration Alerts, previously known as Subscription
with Outlook Notifications, sent from SharePoint Products and
Technologies via e-mail can be managed in one
place and are given special handling by Outlook
2003. Outlook has enhanced rules that enable
sorting and filing of alerts into special folders.
Alerts Improved Alerts on Lists and Users can be notified of changes in a list,
List items including all additions, edits and deletions to the
list or list items.
Alerts Improved Alert Results change Alert Results now include information on which
information item in a SharePoint list changed and which
user made the change.
Alerts Improved Alert Results e-mail Users can specify to receive immediate, daily or
weekly Alert Results rollups for lists and list
items on a SharePoint site.
Browser-Based NEW All lists in Windows Each list in a site is a Web Part that allows easy
Customization SharePoint Services customization and personalization using the
sites are Web Parts browser.
Browser-Based Improved Apply a theme from Users will be able to apply a theme to their
Customization the browser SharePoint site. FrontPage 2003 can be used for
more advanced types of themes.
Browser-Based NEW Browser-based tool The Web Parts tool pane allows users to
Customization pane customize Web Parts or drag and drop new Web
Parts onto a page.
Browser-Based NEW Change logo of site Users can easily change the site logo on the
Customization home page using the Web Part tool pane.
Browser-Based NEW Create new Web Part New blank Web Part pages can be created from
Customization page the “Create” page.
Browser-Based Improved Home page and site Users can update the home page content and
Customization customization layout using the Web Parts tool pane.
Customization NEW Calendar View as The Calendar View can now be set as the
default for lists default view for lists.
Discussion NEW Threaded View Users can expand and collapse discussions and
Boards view conversations in a threaded layout.
Document NEW Block unsafe file Administrators can prevent suspicious file types
Libraries types from being uploaded to the server.
Document NEW Check-in/Checkout This feature allows users to lock a file while
Libraries files editing it to prevent others from overwriting or
editing it inadvertently.
Document NEW View all documents in Users can view all documents in a Document
Libraries a Document Library Library, including subfolders.
Document NEW Create folders in a Users can create folders to organize content in a
Libraries Document Library Document Library.
Document NEW Support for Web Users and applications can now interact with
Libraries Folders using HTTP their SharePoint Document Libraries just as they
DAV would any other file share.
Document NEW HTML views of Office This feature enables users browsing Windows
Libraries documents SharePoint Services sites to access Office
documents and data without requiring Office to
be on the client computer.
Document NEW Versioning Document and picture versioning creates a
Libraries backup copy of a file whenever it is saved to the
library. This feature is helpful for maintaining a
version history of a file, or restoring files that
have been inadvertently deleted.

Improved
Document NEW Create a Document Users can use Word 2003 to create a Document
Workspace Workspace from Workspace on a Windows SharePoint Services
within a word server for collaboration on a document.
document or a Document Workspaces can also be created via
SharePoint Document the browser in a SharePoint Document Library.
Library
Document NEW Add tasks to a Users can add tasks to a Document Workspace
Workspace Document Workspace from within a Word 2003 task pane.
Meeting NEW Create Meeting This feature delivers a place for managing
Workspace Workspaces from meetings and their collateral such as attendees,
Outlook 2003 or a agendas, documents, decisions and action
SharePoint events list items. Meeting Workspaces are an option when
creating meeting invitations in Outlook.
Attendee tracking is propagated to the
SharePoint site automatically. Meeting
Workspaces can also be created from SharePoint
event lists.
Meeting NEW Work with Meeting Users can use the browser to contribute to the
Workspace workspaces Meeting Workspaces.
FrontPage NEW Customize and This feature delivers new page design and
Integration enhance SharePoint layout features that allow users to customize
sites in FrontPage SharePoint sites exactly as they need them. It
includes full support for Web Parts and Web Part
pages, including adding, editing and customizing
Web Parts, Web Part zones, and custom Web
Part pages. A new XML Stylesheet Language
(XSL) data view Web Part brings data from
external sources, such as databases and Web
services, into SharePoint sites.
FrontPage NEW FrontPage solution Sites can be packaged for deployment in every
Integration packages location in an organization using FrontPage
2003 solution packages. Web log, News and
Reviews, and Issue Tracking solution packages
are available out of the box.
FrontPage NEW Browse and search Users can browse and search Web Part Libraries
Integration Web Part Libraries to locate Web Parts for use in a Web Part Page.
FrontPage Improved Manage List Views in SharePoint List Views can be created, edited and
Integration FrontPage 2003 deleted in FrontPage 2003.
FrontPage NEW Create Templates Site and list templates can be created using the
Integration browser or FrontPage 2003.
FrontPage NEW and Create, edit and save Users can use FrontPage 2003 to create, edit
Integration Improved Web Part pages and save Web Part pages to a Windows
SharePoint Services site.
FrontPage NEW Design-time preview Users can preview their Web Parts in FrontPage
Integration of Web Parts 2003 before publishing them.
FrontPage NEW Web Part connections Users can build new user interfaces by creating
Integration Web Part connections between Web Parts on the
same page and across pages using FrontPage
2003.
FrontPage NEW Backup and Restore Users can back up and restore their Windows
Integration Site SharePoint Services site using the FrontPage
client.
InfoPath NEW InfoPath 2003 InfoPath 2003 (previously known as “XDocs”)
Integration integration with supports publishing a solution package into a
SharePoint Form SharePoint Form Library. Key properties from
Libraries the InfoPath documents are promoted into the
Form Library so they can be sorted and filtered,
enabling the creation of custom views and
editing via a SharePoint list.

Improved
InfoPath NEW Create a SharePoint Users can create and use a Form Library in
Integration Form Library Windows SharePoint Services for prebuilt
InfoPath 2003 solution packages, such as a
status report XML Form.
InfoPath NEW Edit a document in SharePoint Form Libraries can launch InfoPath
Integration InfoPath 2003 2003 to automatically aggregate a number of
InfoPath files that are in the SharePoint Form
Library and create a single report. For example,
users could create a rollup status report that
combines the information from many individual
status reports.
Infrastructure NEW Run multiple Administrators can exclude part of the URL
applications on a name space on a virtual server so that Windows
virtual server SharePoint Services does not overwrite data for
a Web application. This allows Windows
SharePoint Services to coexist with other
applications on a single virtual server.
International Improved Additional localized Windows SharePoint Services languages now
languages match supported languages for Office 2003.
International Improved Support for multiple Multiple language sites can be hosted on a
language sites single server or server farm running Windows
SharePoint Services. Note that site language is
independent from server language.
International NEW Per-Site Regional This feature offers support for regional settings
Settings such as language, time zone, currency type,
international calendar formats and other locale
settings on a per-site basis.
Lists NEW Issue Tracking Issue tracking lists can be used to maintain a
history on a specific issue.
Lists NEW Calculated fields Users can create calculated fields for defining
field values in lists.
Lists NEW Calculated values Users can automatically calculate the value of a
field using similar operators to those in Excel.
For example, a user can calculate an event date
plus seven days.
Lists NEW Calculated views Users can create a filtered view using a
calculated value. For example, a user can view
items that are marked with the current date
plus one day.
Lists NEW New field types New field types are available for multivalued
fields, Calculated Fields and Rich Text fields.
Lists NEW Change field types This feature allows users to change field types
after creation to meet the evolving needs of
users in SharePoint lists.
Lists NEW Rich Datasheet With Office 2003 installed on the user’s
viewing and editing computer, List Views are enhanced with the
“Edit in Datasheet” option. This option offers a
rich clientside editor for lists, which allows fast
spreadsheet style editing with add row, copy
and paste, and “fill-down,” as well as richer view
filtering and sorting options.
Lists NEW Edit list data using Users can use Excel and Access to edit, analyze
Excel and Access and synchronize data with SharePoint lists.
Lists NEW Apply permissions to Administrators can allow only specific users to
a list change a SharePoint list.
Lists NEW Rich text in multiline This feature allows users to add rich text
text fields formatting to list items to capture and
communicate importance and emphasis.

Improved
Lists NEW New Event Calendar Users can view information in any SharePoint
Views list that has a date and time column using the
calendar monthly, weekly and daily view.
Lists NEW Recurring Events This feature allows users to create events that
recur weekly or monthly.
Lists NEW List Moderation This feature gives SharePoint list owners the
ability to approve or reject items that are
submitted to the list and add comments. Users
contributing to the moderated list can see their
submitted items and their status. Users
browsing a moderated list see only approved
items.
Lists NEW Fast actions on items Actions for list items are context-sensitive and
make users’ common tasks faster from
SharePoint lists.
Lists Improved Grouping by type List types are grouped together, making it easier
for users to find lists.
Lists Improved Single create page Users can go to the same page to create any
for all lists SharePoint list, such as discussion lists,
Document Libraries and other lists.
Lists NEW Add and remove Users will be able to add attachments to list
attachments to list items that may include HTML pages, documents
items and images.
Lists NEW Picture Library Picture Libraries can be used to store photos
and graphics, which can be viewed as
Thumbnails, a filmstrip or a standard files list.
Lists NEW Auto-Generated Windows SharePoint Services automatically
Thumbnail and generates Thumbnail and Filmstrip Views for
Filmstrip Views items in image libraries.
Lists NEW Aggregation views An aggregative view gives the user the ability to
total data in a number field and display the
value. The user can choose aggregate
calculations for a group, subgroup or entire
view.
Lists NEW Calendar View Users can view information in any SharePoint
list that has a date and time column using
Calendar View.
Lists NEW Column Totals This feature automatically totals numeric values
in a column.
Lists NEW Create advanced This feature adds calculations to filtered views.
filters
Lists NEW Group-by view Group-by ability allows for compound
operations, such as grouping by one column and
sorting by another column so that sorting is
done in each specified group. It also provides a
threaded view of the grouping.
Lists Improved List Paging and Item Users can set the number of items to be
Limits displayed per page.
Lists NEW Personal List Views This feature enables each user of a SharePoint
site to create his or her own list views, which
are not visible to other users.
Office 2003 Improved File open and save Users of Excel, Word, PowerPoint, InfoPath,
Integration integration FrontPage and Outlook can open files from and
save files to SharePoint sites.
Office 2003 Improved Metadata Promotion File properties and metadata from Excel, Word,
Integration PowerPoint and InfoPath documents are
automatically copied and updated in SharePoint
libraries.
Office 2003 NEW Multiple Document User can upload multiple documents to a
Integration Upload Document Library with a single action.

Improved
Office 2003 NEW Events and Contacts Event and Contact lists can be viewed in
Integration lists are synchronized Outlook, and items hosted on a Windows
with Outlook SharePoint Services site can be dragged onto a
user’s personal calendar in Outlook.
Office 2003 NEW Shared Attachments This feature allows users to send documents as
Integration attachments that are hosted in a SharePoint
site. Local copies of Shared Attachments can be
updated with the updated copy on the
SharePoint site.
Office 2003 NEW Microsoft Business Office extends Windows SharePoint Services
Integration Solutions integration with templates for Great Plains and Web Parts
for data (DataCalc, Web Clipper). These are
available as an Office Template Pack to enhance
Windows SharePoint Services.
Office 2003 NEW Windows SharePoint This task pane in Excel, Word and PowerPoint
Integration Services Task Pane shows information about the status of
documents stored in SharePoint Document
Libraries. The task pane displays data from the
SharePoint site, such as presence of team
members, document status and properties,
related links, related documents, and tasks.
Picture NEW Create a Picture Users can share a collection of digital pictures or
Libraries Library graphics using a Picture Library.
Picture NEW New picture editing Users can view and edit pictures in a SharePoint
Libraries tool Picture Library by using a new image-editing
tool from Office 2003.
Picture NEW View Thumbnails In a Picture Library, users can use different
Libraries views to see their pictures.
Presence NEW User presence User presence is indicated everywhere a
member name appears in a Windows SharePoint
Services Site. The presence menu integrates
with Active Directory/Exchange and Windows
Messenger to offer information such as
free/busy status, office location, and manager.
Menu actions include Send E-mail and Schedule
Meeting. Presence is also indicated in Office
2003 applications wherever a reconcilable name
is identified.
Extensibility NEW .NET Frameworks Sites are built on ASP.NET and are extensible by
using the .NET Framework.
Extensibility NEW Document Library Users can use events in Document Libraries to
Events build custom actions.
Extensibility NEW E-mail Integrated Users can send a document to a library using
Document Libraries e-mail.
Extensibility NEW Object Model The Object Model can be used to create custom
solutions on the SharePoint platform.
Extensibility NEW SOAP Layer SOAP access to the object model provides
remote programmability.
Search Improved Per-Site Level Full- SQL Server full-text indexing provides sitewide
Text Indexing search.
Search Improved Search scoped to the Users can search both list items and documents
site level using SQL Server full-text indexing.
Security Improved Domain group Site administrators can use domain groups to
support control access to a site.
Security Improved Rights and site group User can create custom site groups based on
enforcement granular rights.

Improved
Security and NEW and Authentication Windows SharePoint Services supports Windows
Authentication Improved support authentication support for Anonymous, Basic,
Integrated Windows Authentication, Digest and
Advanced Digest Authentication, and Certificates
Authentication (SSL).
Setup Improved All Documents, SQL Server is used to store all site data
Metadata and Site including documents allowing site backup and
Data Stored in SQL restore to take advantage of SQL Server
Server backup.
Setup NEW Cloud namespace Administrators can install and configure
support Windows SharePoint Services to allow a server
farm to host several sites with the same IP
address but multiple site names and separate
content.
Setup NEW Clustered SQL Server Multiple SQL Servers can be added to the Web
storage farm to support clustering.
Setup NEW Create site from Administrators can use top-level Web sites and
global admin subsites to divide site content into distinct and
separately manageable sites. Top-level Web
sites can have multiple levels of subsites. The
entire structure of a top-level Web site and its
subsites is called a Web site collection.
Setup NEW Select Site Template Users can choose the site template for a new
site when the site is created.
Setup NEW Load-balanced Web Stateless front-end Web servers allow for load
front ends balancing against a single back-end SQL Server.
Setup NEW Web Farm Serving This feature supports Web farm configuration
Multiple Host Names including multiple front-end Web servers and
multiple back-end SQL Servers.
Surveys NEW Ratings Scale Users can respond to questions using a scale.
Surveys NEW Select All option This feature gives users the ability to select all
answers that apply to a survey question.
Templates NEW Libraries for Web Users can store Web Parts, List Templates and
Parts, List Templates Site Templates in libraries for use by all sites in
and Site Templates the site collection.
Templates NEW List Templates SharePoint lists can be saved as templates and
reused or distributed to other sites.
Templates NEW Site Templates Sites can be saved as templates to capture best
practices and to define a consistent look and
feel.
Web Improved Inline discussions Users can participate in discussions inline with
Discussions Excel, Word and PowerPoint document content.
Discussions are stored in the Windows
SharePoint Services server.

Appendix C: System Requirements
The following sections list the hardware and software requirements (including the recommended
configuration for the operating system) for SharePoint Portal Server 2003.
SharePoint Portal Server 2003 Hardware Requirements
SharePoint Portal Server 2003 must be installed on a computer with at least an Intel
Pentium III-compatible 700MHz processor.
The minimum memory requirement is 512 MB of RAM.
The operating system partition and any partitions on which SharePoint Portal Server 2003
components will be installed, including the paths chosen during setup for program and data files,
must be formatted using the NTFS file system.
Program and data file paths cannot point to removable or networked storage.
SharePoint Portal Server 2003 Disk Space Requirements
SharePoint Portal Server 2003 requires the following amounts of disk space for installation and data
storage.
Installation requirements for disk space are these:
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 the following:
• 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.
SharePoint Portal Server 2003 Software Requirements
This section outlines the operating system and browsers supported for SharePoint Portal Server
2003.
The following operating systems are supported for SharePoint Portal Server 2003:
• Microsoft Windows Server 2003, Standard Edition, and the latest service pack
• Microsoft Windows Server 2003, Enterprise Edition, and the latest service pack
• Microsoft Windows Server 2003, Datacenter Edition, and the latest service pack
• Microsoft Windows Server 2003, Web Edition, and the latest service pack
Note: If you are running SharePoint Portal Server 2003 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.
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 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 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.
To access the portal site, computers must have one of the following Web browsers installed:
Microsoft Internet Explorer 5.01, and the latest service pack
Microsoft Internet Explorer 5.2 for Mac OS X, and the latest service pack
Netscape Navigator 6.2 or later

Netscape Navigator 6.2 for Mac
Netscape Navigator 6.2 for UNIX
To manage portal sites and areas, computers must have one of the following Web browsers installed:
Database Requirements
SharePoint Portal Server 2003 includes a version of Microsoft SQL Server 2000 Desktop Engine 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, and the latest service pack
• Microsoft SQL Server 2000 Enterprise Edition, and 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 2003 is supported only on servers that are members of a Microsoft
Windows NT® 4.0, Windows 2000 or Windows Server 2003 domain.

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.
Software Coexistence Issues
Microsoft Visual Studio is supported on a server running SharePoint Portal Server 2003 if you are
using Microsoft Visual Studio .NET 2003 or later. You can use Visual Studio .NET 2002 on a server
running SharePoint Portal Server 2003 by installing the update available from Microsoft Product
Support Services. Search for article 822837 in the Microsoft Knowledge Base at
http://support.microsoft.com/.
Note: When installing any version of Visual Studio .NET, you are prompted to add Microsoft Office
FrontPage 2003 Server Extensions. Do not add these components on a server with SharePoint Portal
Server 2003. On an existing installation of Visual Studio .NET, ensure that FrontPage Server
Extensions are not present before installing Windows SharePoint Services or SharePoint Portal
Server 2003.
The backward-compatible document library server component of SharePoint Portal Server 2003
cannot run on servers on which the following are installed:
Microsoft Exchange Server (any version)
Microsoft FrontPage Server Extensions
Note: For small, medium-sized and large server farm deployments, the component for backward-
compatible document libraries and SQL Server 2000 cannot be installed on the same computer.
Optional Server Components for Backward-Compatible Document Libraries:

Hardware Requirements
The optional server components for backward-compatible document libraries must be installed on a
computer with at least an Intel Pentium III-compatible 700MHz processor.
The minimum memory requirement is 512 MB of RAM.
The operating system partition and any partitions on which the server components for backward-
compatible document libraries for SharePoint Portal Server 2003 will be installed, including the paths
chosen during setup for program and data files, must be formatted using the NTFS file system.
Program and data file paths cannot point to removable or networked storage.

Disk Space Requirements
The optional server components for backward-compatible document libraries require the following
amounts of disk space:
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 of free disk space in the Data Files installation directory, including the 80
MB required for installation.

Software Requirements
The following operating systems are supported for the server components for backward-compatible
document libraries for SharePoint Portal Server 2003:
Microsoft Windows Server 2003, Standard Edition, and the latest service pack
Microsoft Windows Server 2003, Enterprise Edition, and the latest service pack
Microsoft Windows Server 2003, Datacenter Edition, and the latest service pack
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.
Client Hardware Requirements for Backward-Compatible Document Libraries
The following are the minimum hardware requirements for a computer running the client components
for backward-compatible document libraries:
Intel Pentium Pro 200MHz processor
64 MB of RAM
50 MB of hard disk space on Microsoft Windows 98, Windows 98 Second Edition and Windows NT
4.0; 30 MB of hard disk space on Windows 2000, Windows XP and Windows Server 2003

Note: The disk can be formatted as NTFS, FAT or FAT32.
Client Software Requirements for Backward-Compatible Document Libraries
Computers running the client components for backward-compatible document libraries must be
running one of the following operating systems:
Microsoft Windows 98 or Windows 98 Second Edition
Microsoft Windows NT 4.0, and the latest service pack
Any version of Microsoft Windows 2000, and the latest service pack
Microsoft Windows XP Professional, and the latest service pack
Any version of Microsoft Windows Server 2003, and the latest service pack
Note: Computers used by coordinators for backward-compatible document libraries must be running
any version of Windows 2000, Windows XP Professional or any version of Windows Server 2003.
In addition to the operating system, client computers must have the following installed:
Microsoft Outlook Express 5.01 or later
Microsoft Internet Explorer 5.01 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.
Client Browser Requirements for Backward-Compatible Document Libraries
Computers running the client components for backward-compatible document libraries must have one
of the following Web browsers installed:

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.

MS Office SharePoint Portal Server 2003 Customer Guide Final

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Existing collaboration tools do not connect these information sources:

Microsoft Office SharePoint Portal Server 2003 1 Customer Guide

Microsoft SharePoint™ Products and Technologies provide the ability to

SharePoint Portal Server 2003 enables organizations to create and manage

Microsoft Office SharePoint Portal Server 2003 2 Customer Guide

Microsoft Office SharePoint Portal Server 2003 3 Customer Guide

Resources Available for Customers

• The SharePoint Products and Technologies Web site, at http://www.microsoft.com/sharepoint/, offers a

Microsoft Office SharePoint Portal Server 2003 4 Customer Guide

Microsoft Office SharePoint Portal Server 2003 5 Customer Guide

Integration: Putting Information to Work

Collaboration: Connecting Collaborative People and Spaces

Microsoft Office SharePoint Portal Server 2003 6 Customer Guide

Microsoft Office SharePoint Portal Server 2003 7 Customer Guide

1. A complete view of a business

Figure 1. Portal Home Page

2. Relevant information at the user’s fingertips

Microsoft Office SharePoint Portal Server 2003 8 Customer Guide

3. Sharing knowledge across an organization

4. Finding and leveraging an organization’s intellectual capital

5. Finding, aggregating and provisioning SharePoint sites

Microsoft Office SharePoint Portal Server 2003 9 Customer Guide

6. Creating self-service portals

7. Automation of business processes

8. Speeding adoption by using familiar interfaces and tools

Microsoft Office SharePoint Portal Server 2003 10 Customer Guide

10. Easy deployment with flexible options

Microsoft Office SharePoint Portal Server 2003 11 Customer Guide

1. Out-of-the-box portal experience

2. Performance, scalability and Web farm deployments

3. Personal sites (My Site)

Microsoft Office SharePoint Portal Server 2003 12 Customer Guide

4. Integration of line-of-business applications with the portal

Microsoft Office SharePoint Portal Server 2003 13 Customer Guide

Figure 5. SharePoint Portal Server Topic Page

8. Active Directory integration and Office integration

10. Key Windows SharePoint Services-shared features

Microsoft Office SharePoint Portal Server 2003 14 Customer Guide

Figure 6. Windows SharePoint Services Team Site

Microsoft Office SharePoint Portal Server 2003 15 Customer Guide

Microsoft Office SharePoint Portal Server 2003 16 Customer Guide

Microsoft Office SharePoint Portal Server 2003 17 Customer Guide

Topic Assistant Categorizing documents can be a time-consuming task. To simplify the

Microsoft Office SharePoint Portal Server 2003 18 Customer Guide

Microsoft Office SharePoint Portal Server 2003 19 Customer Guide

Table 2. Collaboration Features

Microsoft Office SharePoint Portal Server 2003 20 Customer Guide

Microsoft Office SharePoint Portal Server 2003 21 Customer Guide

Personalization and Customization Features

Table 3. Personalization and Customization Features

Microsoft Office SharePoint Portal Server 2003 22 Customer Guide

Microsoft Office SharePoint Portal Server 2003 23 Customer Guide

Microsoft Office SharePoint Portal Server 2003 24 Customer Guide

The tour is divided into the following sections:

Microsoft Office SharePoint Portal Server 2003 25 Customer Guide

Computer 1: Office SharePoint Portal Computer 2: Windows XP Client

Windows Server 2003

Internet Information Services 6.0 and ASP.NET Installation

1. Navigate to the Control Panel and select “Add or Remove Programs.”