COM-registering UDF classes, 114 computername environment variable, workaround for, 73 connection string, for sample productpricing

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1 Index A AcceptChanges method, 94 Access (Microsoft), 71 action panes, 52, 60 actions Excel solutions and, 122 Word solutions and, 143, 154 Actions pane, 80 activation dependencies, 136, 168 Active Server Pages. See entries at ASP.NET activities adding to workflows, 332 WF/SharePoint Services and, 328 add-ins, 6 custom task panes and, 61 Office and, 38, 48 PowerPoint presentations and, for saving messages, Outlook and, , VSTO development and, 56 agenda items, PowerPoint add-in and, 190, 195 building, 203 examining site for, aggregators, 24 alerts, 24, 359 anonymous access, 295, 296, 314 application pages, 175 building custom, for document merging, 180 for document splitting, approval process workflow sample solution, createreviewtask activity and, 337 creating workflow templates and, deploying workflows and, 348 error handling and, 342 ifelse activity and, 334 ontaskreviewchanged activity and, 338 testing/debugging workflows and, 352 Article Page layout, 32 ASP.NET, 15 19, 215 hosting InfoPath forms and, 316 SharePoint user interface and, 26 ASP.NET web services loan application solution and, product-pricing spreadsheet solution and, 107 ASPX pages, 32 assemblies registering, 119 strong name for, 109 Assembly directive, 144 associations, workflows and, 328 authentication, 295 Kerberos, 296 NTLM, 294 Single Sign-on and, 314 authentication provider, specifying, 18 automation,

2 366 INDEX B backups, 22 Baginski, Todd S, 272 BDC (Business Data Catalog), 9, 29, 34, 262, 359 application definition for, , 363 Excel solutions and, 126 BDC Meta Man, 272, 363 BDCGenerator, 363 BeforeFormRegionShow method, 64 best practices ClsId/ProgId values, 113 code-access security, 119 blogs, 23 browsers, support for, 25 Business Data Catalog. See BDC Business Data Catalog Application Definition generators, 363 business intelligence, 34 business process, 33 business-data content, 29 C CAML (Collaborative Application Markup Language), 73 case management, 69 Click distance from an authoritative site item, 30 ClsId, 113 code-access security Full Trust security level and, 119 setting up, 96 code-behind document. See document-level projects CodePlex website, 256 collaboration, document fragments and, 8, Collaborative Application Markup Language (CAML), 73 COM add-ins, 37 COM-registering UDF classes, 114 computername environment variable, workaround for, 73 connection string, for sample productpricing database, 110 ConnectionManager class, 80, 88 connections, 70 managing, 83 synchronization process and, 88 connectivity status, Excel workbook solution and, 80 content controls (Word 2007), 47, 130, , 153 content creation, and, 24 content management, 31 content types, 20, 41, 130, 162, 164 creating, InfoPath forms and, 311 Open XML files and, 146 content, maintaining offline, displaying data in spreadsheet, 94 managing connections and, 83 synchronizing data and, visualizing data and, 96 Continue errors, 124 correlation tokens, 335, 336 createreviewtask activity, 337 creating Actions/Tasks panes, 80 application pages, content types, custom InfoPath forms, data sources, 299 DocumentSection feature, 166 features, 134 form libraries, 310, 312, 329 list definitions, smart document projects, 77 synchronization interface, 86 templates, for PowerPoint presentations, 214 UDF classes,

3 INDEX 367 web-enabled forms, 296 web parts, 215 web references, 198, 251 web services, workflow templates, XML schemas, 159 CRM (customer relationship management), 34 cross-domain server connections, 293, 309 custom code workflow process, 34 customer relationship management (CRM), 34 customized pages, 16 customxml elements, 164 D dashboards, 13, 35, 359 data connection libraries, 359 data connections, for InfoPath forms, 294, 307, 309, 315 data sources creating, 299 for custom task forms, 344 databases for line-of-business applications, 263 for loan application solution, 300 product-pricing spreadsheet solution and, 105, 110 DataManager class, DataSet deleting/adding connections and, 83 designing for Excel workbook solution, 78 default master page, 15 dehydrating workflows, 329 Deployment Files directory, workflows and, 331 deployment options, for document/code-behind assembly distribution, 97 development environment requirements, 10 DHTML applications, 35 digital dashboards, 13, 35 discussion boards, 24 document fragments, 8, document-level projects, 71 creating, 77 deployment options for, 97 VSTO development and, 65 document libraries, , 358 document templates, merging list data with, DocumentSection feature, building, 165 creating, 166 deploying/testing, 172 domain templates, 294 downloading BusinessFax.docx, 151 GetSalesTax method, 113 Office Compatibility Pack, 40 Product Pricing Calculator spreadsheet, 103 ProductTest database, 105 schemas for the Open XML files, 44, 148, 225 source code, 175 utilities, 360 Visual Studio snippets, 45 Windows SharePoint Services Tools, 73 DrawingML, 228 DynamicPowerPoint web part, E Ecma International, 39 Edit Control Block custom action, 168 editing content offline, displaying data in spreadsheet, 94 managing connections and, 83 Find it faster at

4 368 INDEX synchronizing data and, visualizing data and, 96 element manifests, , 168 content creation and, 24 Outlook solutions and, 9, Enterprise Content Management tool, 361 enterprise search service, 359 error handling, workflows and, 342 event handlers, 21 examples from the real world automating presentations, 189, 211 combining forms and workflows, 324 data repositories, 261 document fragments, 157 message data, 239 InfoPath forms, 292 maintaining content across multiple sites, 69 solution planning, 360 Excel, 49 compatibility mode and, 104 version 2007, workbook solution and, 96 VSTO history and, 52 Excel functions, 49 Excel Services, 8, 35, 101, 359 Continue errors and, 124 publishing spreadsheets to, 102, Excel solutions, 7, 357 future trends in, 363 maintaining content across multiple sites via workbooks, product-pricing spreadsheets, visualizing data and, 96 Excel worksheets, 70 exception handling, 124 F feature.xml file, features, 22, 130, , 158, 165 creating, 134 defining, , deploying, , 172 installing, 141 Features directory, workflows and, 331 form libraries attaching to workflows, 351 creating, 310, 312, 329 form regions Outlook form development and, 49, VSTO development and, 62 Form Services, 10 FormRegionHelper class, 63 forms, 9 custom, incorporating workflows into, 10, , 358 web-enabled, Forms Server, 33 forms services, 359 FrontPage, 13 Full Trust security level, assemblies and, 119 full-trust templates, 294 G GAC (global assembly cache), 109, 119 GetChanges method, 89 GetListCollectionCompleted method, 85 GetListItems method, 93 global assembly cache (GAC), 109, 119 GotDotNet website, 256 graphics, document fragments and, 183

5 INDEX 369 H hardware issues, PowerPoint presentations and, 213, 229 high-authority sites, 30 hops, 293 HTTP basic authentication, 296 I ICustomTaskPaneConsumer interface, 61 ifelse activity, 334 IIS sites, 28 InfoPath, 33 InfoPath solutions, 9 custom forms and, incorporating workflows and, loan-application, web-enabled forms and, InitData method, 80 inspectors, 243, instances, workflows and, 328 Internet connectivity, Excel workbook solution and, 80 Internet Presence Web Site template, 31 Internet search, 29 IsOnline() method, 80 Issue Tracking list type, 212 issues, PowerPoint presentations and, 212, items, 146, 163, 223 K Kerberos authentication, 296 KPIs (key performance indicators), 35 L LDAP provider, 19 legal defenses, 33 libraries, 19, 198 line-of-business (LOB) systems, 7, 9, , 323 Business Data Catalog and, 262, database for, 263 line-of-business interoperability (LOBi), 363 list data maintaining across multiple sites, merging into Word documents, 8, step-by-step process of merging, list definitions, 70 creating, deploying, 76 list templates, 72 lists, 19, 198, 328, 358 Lists DataTable, for Excel workbook solution, 78 managing connections and, 83 saving changes and, 89 Lists.asmx web service, Live Search, 29 loan application sample solution, database for, 300 form for, 296 test environment for, 329 web service for, LOB. See line-of-business (LOB) systems LOBi (line-of-business interoperability), 363 Local/Local deployment model, 97 Local/Network deployment model, 97 low-authority sites, 30 Find it faster at

6 370 INDEX M managed code, 38, 47, 313 manifests, master pages, 15, 26 Merge Sections custom action, 158, 170 Microsoft Excel. See Excel Services InfoPath See entries at InfoPath Office Compatibility Pack, 40 SharePoint Server. See SharePoint Server Visual Basic for Applications, 37 Windows Workflow Foundation. See Windows Workflow Foundation Microsoft Access, 71 Microsoft Office, 3 11, 37 50, 357 development history of, 37 future trends in, 363 version 2003 and, 6, 51 Microsoft Outlook. See Outlook solutions Microsoft PowerPoint. See PowerPoint Microsoft Visual Studio Tools for Office. See VSTO Microsoft Word. See entries at Word mobile devices, SharePoint user interface and, 26 modifications, workflows and, 329 MOSS. See SharePoint Server mscoree.dll warning, 115 multi-hop problem, 293 multitier web applications, 295 My Sites, 29, 359 N named ranges, for spreadsheet cells, 116, 124.NET methods, incorporating into Excel Services, 102, 108 Network/Network deployment model, 98 no-code workflow process, 34 NTLM authentication, 294 O OBA (Office Business Applications), 6, 363 objectives lists, PowerPoint add-in and, 190, 195 building, 200 examining site for, Office add-ins, 38, 48 Office Business Applications (OBA), 6 Office Business Applications Developer portal, 363 Office Compatibility Pack (Microsoft), 40 Office File Converter, 40 Office Forms Server, 293, 309, 310 Office Migration Planning Manager (OMPM), 40 Office UI licensing, 364 Office. See Microsoft Office offline list content, maintaining, displaying data in spreadsheet, 94 managing connections and, 83 synchronizing data and, visualizing data and, 96 OFS (Outlook Form Storage), 62 OMPM (Office Migration Planning Manager), 40 ontaskreviewchanged activity, 338 Open XML files, 5, 38, document fragments and, 158, 163 document templates and, 146 PowerPoint presentations and, 223 Word and, 357 Orcas (Visual Studio), 71, 363 Outlook 2007, 24 Outlook form regions, 48, 62, Outlook Form Storage (OFS), 62

7 INDEX 371 Outlook solutions, 9, 357 message data, future trends in, 363 line-of-business application integration, P Packaging namespace, 45, 144 page authors, web-content management and, 31 Page Layout, 31 panes, searching/viewing data and, 80 parts (pieces of content), 146, 163, 223 Personal sites, 29, 359 personalizing SharePoint Server, 359 PIAs (primary interop assemblies), 47, 51 pictures, document fragments and, 183 policies, Rights Management Services and, 33 portals, 13, 28 PowerPoint solutions, 8, 357 add-in for building slides from content, server-side building of slides from content, 9, PresentationML, 41, 47, 223 presentations. See PowerPoint solutions press-release pages, 31 primary interop assemblies (PIAs), 47, 51 privacy policies, My Sites and, 29 product-pricing spreadsheet sample solution, profile pages, configuring, 273 profile store, 28 ProgId, 113 Projects DataTable, for Excel workbook solution, 78, 87 displaying data in spreadsheet and, 94 saving changes and, 89 Projects feature, activating, 76 Projects lists creating, managing, 83 providers, 18 public classes for loan application solution web service, 302 for LoanWF, 332 Q queries, search activity reports and, 30 R real-world examples. See examples from the real world Really Simple Syndication (RSS), 24, 359 records management, 31, 33, 359 Records Repository, 33 recycle bin, 22 regasm command, 113, 114 regulatory compliance, 33 rehydrating workflows, 329 relevance list, 30 Report Center, 35 repository, RequestService method, 60 requirements, development environment and, 10 resources for further reading, 36, 50 actions, adding to user interface, 171 Business Data Catalog, 35, 287 content management, 32 content types, 21 databases, attaching, 301 document fragments, 184 Ecma International, 39 message data, 260 Excel Services alerts, 124 Excel solutions, 126 Find it faster at

8 372 INDEX features, 23 InfoPath forms, 322 list items, updating, 254 maintaining content across multiple sites, 100 Office Business Applications, 6 Office Migration Planning Manager, 40 Open XML files, 235 Outlook form regions, 65 PowerPoint presentations, 209 project resources, embedding, 248 providers, 19 RSS, 24 security policies, 221 shims, 115 smart documents, 65 Visual Studio 2005 Tools for Office Second Edition, 53 Visual Studio 2007 Tools for Office, 54 Visual Studio Tools for Office, 53, 66 Visual Studio Tools for Office 2003, 52 web-content management, 32 web part packages, 221 Windows Workflow Foundation, 27 Word solutions, 155 workflows, 353 restore process, 22 restricted templates, 294 ribbon, 38, 47 customizing via VSTO, 58 Outlook add-in and, PowerPoint add-in and, 190, Ribbon Support item, 48 Ribbon1.vb file, 59 Ribbon1.xml file, 59 Rights Management Services (RMS), 33 rights-trimmed user interface, 26 RMS (Rights Management Services), 33 RSS feeds, 24, 359 runs, 43 S sandbox execution, 10 SaveChanges method, 90 scenarios. See solutions schedules, workflows and, 328 schemas, 20 for the Open XML files, downloading, 44, 148, 225 XML, 50, 159 scorecards, 35 search activity reports, 30 search services, 358, 359 SectionedDocument.xsd file, 159 SectionMerge class, 181 security. See also authentication architectures of, 295 lists/libraries and, 19 security-trimmed interface, 19 sequential workflows, 328 server-side builds, for PowerPoint presentations, 9, servers cross-domain connections and, 293, 309 document generation, 38, virtual, 28 Settings DataTable, for Excel workbook solution, 78, 86 shared column definitions, 20 shared service providers (SSPs), 28 shared services, 28 SharePad application, 256 SharePoint history of, 13 new features of, services of, 358 SharePoint Designer, 15 SharePoint Portal Server (SPS), 14 SharePoint providers, 18 SharePoint Server, 4, Business Data Catalog and, 262 services of, 359

9 INDEX 373 workflows and, 326 SharePoint Services, 4, content, maintaining across multiple sites, and, 9 list data, merging into Word documents, 8, services of, 358 workflows and, 328 SharePoint Solution Generator tool, 73, 360 SharePoint Team Services (STS), 14 shims, 115 Single Sign-on (SSO), 296, 314, 359 site content, PowerPoint presentations and, 8 sites, new features and, 23 slide libraries, PowerPoint add-in and, 190, 195 displaying list of, 205 examining site for, slide presentations. See PowerPoint solutions smart clients, 6, 38 smart documents, 6, 48, 71 creating, 77 deployment options for, 97 VSTO development and, 65 social networking, 29 software issues, PowerPoint presentations and, 213, 232 Solution Explorer (Visual Studio), 78 solutions, 3 11 add-in for building slides from content (PowerPoint solutions), document fragments (Word solutions), message data (Outlook solutions), Excel workbooks for maintaining offline list content (Excel solutions), line-of-business application integration (Outlook solutions), product-pricing spreadsheet (Excel solutions), services/tools for, web-enabled forms (InfoPath solutions), workflows, incorporating into forms (InfoPath solutions), Split into Sections custom action, 158, 174 splitter class, 178 SpreadsheetML, 44 spreadsheets incorporating into custom applications, 102, 122 integrating into enterprise systems, 7, publishing to Excel Services, 35, 102, UDF classes, incorporating into, 115 SPS (SharePoint Portal Server), 14 SQL Server 2005 database, 105 SQL Server Analysis Services, 35 SQL Server databases, 22 SQL Server Reporting Services, 35 SSO (Office Single Sign-on), 296, 314, 359 SSPs (shared service providers), 28 state-machine workflows, 328 step controls, 195, stored procedures for loan application solution, 301 for product-pricing spreadsheet solution, 105 stories (WordprocessingML), 43.STP files, 72 strong names, for assemblies, 109 STS (SharePoint Team Services), 14 Swan, Nick, 272 Find it faster at

10 374 INDEX synchronizing data, 70, architecting the process of, interface for, 86 testing the Excel workbook solution and, 96 T task forms, creating custom, task panes, 38, 48, 80 PowerPoint add-in and, 193, Save Message add-in and, 241, 249 VSTO development and, 60 tasks, new features and, 24 team sites, 358 template parts, 293, 297 templates, 20, 362 InfoPath, 294, 310 merging list data with, for PowerPoint presentations, 214, 225 workflow, 34, 328, testing content types, 132 Excel workbook solution, 95 features, web parts, 274 web services, 306, 309 workflows, 352 text ranges, 43 ThisAddin class, 57 ThisAddin file, 57 tools. See utilities trusted location, 118 U UDC data connections, 294, 309, 315 UDC files, 294, 315 UDF classes creating, deploying/com-registering, 114 incorporating into spreadsheets/enhancing, 115 UDF methods, 113, 117, 125 UdfClass class, 110 UdfMethod attribute, 108, 110, 112 UDFs (user-defined functions), 108 uncustomized pages, 16 UpdateListItems method, 89 UpdateSyncStats method, 86 user controls, PowerPoint add-in and, user-defined functions (UDFs), 108 user interface, of SharePoint Services, 25 user-profile store, 28 users business intelligence for, 34 search activity reports and, 30 utilities, Business Data Catalog Application Definition generators, 363 Enterprise Content Management tool, 361 SharePoint Solution Generator tool, 73, 360 Windows SharePoint Services 3.0 tools, 362 V VBA (Visual Basic for Applications), 5, 37 versioning, 22 virtual servers, 28 Visual Basic for Applications (VBA), 5, 37 Visual Studio debugging/testing managed code in, 313 document-level projects and, 71 Orcas release and, 71, 363 Solution Explorer window of, 78

11 INDEX 375 Visual Studio 2005 extensions for Windows SharePoint Services 3.0, 362 Visual Studio Tools for Office. See VSTO visualizations, building in Excel, 96 VSTO (Visual Studio Tools for Office), 5, 47, future release of, 363 history of, 51 Outlook add-in project, creating, 241 PowerPoint add-in project, creating, 191 versions/compatibility and, 54 W warnings, mscoree.dll and, 115 web applications, 28 web browsers, 25 web-content management, 31, 359 web controls, 217, 219 web-enabled forms, connecting to web service, 307 creating, 296 web parts, 16, 358 debugging, 222 deploying, 220 hosting InfoPath forms and, 319 for PowerPoint presentations, 9, testing, 274 web references, 111 adding to applications, 123 creating, 198, 251 web service proxy, 296 web services building custom, calling, 283 deploying/testing, 278 InfoPath forms, connecting to, 307 for loan application solution, PowerPoint add-in and, 198 product-pricing spreadsheet solution and, 104, 107 testing, 306, 309 Windows forms sample application and, 123 WF. See Windows Workflow Foundation wikis, 23 Windows forms, PricingApp sample application and, 122 Windows Integrated Security, 295, 314 Windows SharePoint Services 3.0 tools, 362 Windows SharePoint Services. See SharePoint Services Windows Workflow Foundation (WF), 26 building workflows and, 323 SharePoint implementation of, 327 workflow templates and, 34 WindowsBase.dll, 45 wizards, PowerPoint add-in and, Word content controls and, 130, , 153 VSTO history and, 52 XML parts and, Word solutions, 8, 357 document fragments and, future trends in, 363 list data merges, WordML, 52 WordprocessingML, 43 workflow templates, 34 creating, SharePoint Services process and, 328 workflows, incorporating into forms, 10, , 358 adding workflows and, 332 creating workflow templates and, Find it faster at

12 376 INDEX custom forms and, deploying workflows and, 348 Enterprise Content Management tool and, 361 error handling and, 342 testing/debugging workflows and, 352 WSS. See SharePoint Services X.xlsx file extension, 104 XML Microsoft Office 2003 and, 51 Outlook form regions and, 62 ribbon customizations and, 59, 192, XML parts document templates and, list data merges and, XML schemas attaching to Word documents, 160 creating, 159 XmlConvert class, 152 XmlFormViewer control, 316, 319 Z.zip file extension, 40, 146, 163, 223 zones, 1