Pro SharePoint 2003 Development Techniques

414 Pages·2006·13.196 MB·English

by  Margriet Bruggeman

CYAN YELLOW
MAGENTA BLACK
PANTONE 123 CV
BOOKS FOR PROFESSIONALS BY PROFESSIONALS® THE EXPERT’S VOICE® IN SHAREPOINT
Companion
eBook
Pro SharePoint 2003 Available
Development Techniques
Pro
S
Dear Reader,
h
First of all, thanks for your interest in this book. We have been working with
SharePoint technology since the beta release of SharePoint Portal Server 2001 a Pro
and have seen the product evolve to SharePoint Products and Technologies
r
2003. Because we were awarded with the SharePoint Most Valuable Professional
e
title, we were one of the first to work with that release, and we considerit to be a
major improvement. P
SharePoint 2003
With the passing of time, new and interesting topics related to SharePoint
o
products and technologies have arisen, and Pro SharePoint 2003 Development
Techniques is the first to cover them. This book discusses the landscape of i
n
SharePoint 2003 development today and beyond, integrating all of the new
technologies that have already become or will soon become mainstream. t
This book takes current technologies and applies them in a SharePoint
2
context. This includes ASP.NET 2.0, SQL Server 2005, Reporting Services, 0 Development Techniques
InfoPath, and BizTalk 2006 support for SharePoint. Also covered is software fac- 0
Nikander Bruggeman
tories, a new software development paradigm that is gaining ground rapidly, 3
and Margriet Bruggeman,

coauthors of and the DSL tools for Visual Studio .NET 2005. This book explains how to do the D
popular Ajax-style web development within web parts and discusses how to e
Microsoft SharePoint
use Atlas in SharePoint environments. v
Products and Technologies
e
2003 Resource Kit This book also addresses how to develop SharePoint workflow applications l
with Windows Workflow Foundation technology and contains a very detailed o
Developer’s Guide to the p
discussion of SharePoint impersonation, elevation, and delegation techniques.
Windows SharePoint m
Services v3 Platform You’ll also learn about domain-specific languages, the guidance automation
e
toolkit, Web Services for Remote Portlets, and more.
Microsoft Office SharePoint n
We are glad you are interested in this book. We will consider the book to be Learn how to apply contemporary development
Portal Server 2007 t
Administrator’s Companion successful if the contemporary development techniques presented here are able T techniques in SharePoint solutions
to assist you in your daily activities as a SharePoint developer. Enjoy the read! e
c
Nikander & Margriet Bruggeman h
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Companion eBook
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RELATED TITLE e
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SOURCECODEONLINE
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ISBN 1-59059-761-3 m Margriet Bruggeman
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US $49.99 2
Shelve in
.NET
User level:
Intermediate–Advanced 6 89253 59761 3 9 781590 597613
this print for content only—size & color not accurate spine = 0.79" 416 page count
Bruggeman_761-3FRONT.fm Page i Tuesday, October 24, 2006 8:36 AM
Pro SharePoint 2003
Development Techniques

■ ■ ■
Nikander Bruggeman and
Margriet Bruggeman
Bruggeman_761-3FRONT.fm Page ii Tuesday, October 24, 2006 8:36 AM
Pro SharePoint 2003 Development Techniques
Copyright © 2006 by Nikander Bruggeman and Margriet Bruggeman
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Bruggeman_761-3FRONT.fm Page iii Tuesday, October 24, 2006 8:36 AM
Contents at a Glance
About the Authors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ix
About the Technical Reviewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiii
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
■ CHAPTER 1 Incorporating .NET 2.0 in SharePoint . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
■ CHAPTER 2 Using Ajax and Atlas in Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
■ CHAPTER 3 SQL Server 2005 Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . 93
■ CHAPTER 4 Windows Workflow Foundation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
■ CHAPTER 5 Software Factories and Web Part Connections . . . . . . . . . . . . . . . . 175
■ CHAPTER 6 Web Services for Remote Portlets . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
■ CHAPTER 7 InfoPath . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
■ CHAPTER 8 Impersonation and Elevation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
■ BIBLIOGRAPHY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371
■ INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
iii
Bruggeman_761-3FRONT.fm Page iv Tuesday, October 24, 2006 8:36 AM
Bruggeman_761-3FRONT.fm Page v Tuesday, October 24, 2006 8:36 AM
Contents
About the Authors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .ix
About the Technical Reviewer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xi
Acknowledgments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .xiii
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xv
■ CHAPTER 1 Incorporating .NET 2.0 in SharePoint . . . . . . . . . . . . . . . . . . . . . . 1
SharePoint Products and Service Packs . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Installing Windows SharePoint Services and ASP.NET 2.0 . . . . . . . . . . . . 2
Data Stores . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
How to Configure ASP.NET 2.0. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Things to Remember . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Creating Web Parts via Visual Studio .NET 2005 . . . . . . . . . . . . . . . . . . . . 9
Enhancing Development of Web Parts with the
Guidance Automation Toolkit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Guidance Package Development . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Installing and Using the Web Part Library Template. . . . . . . . . . . . . 13
Guidance Automation Toolkit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Creation of the Web Part Library Template . . . . . . . . . . . . . . . . . . . . 22
ASP.NET 2.0 Server Controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
The FileUpload Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
The BulletedList Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
The Wizard Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
■ CHAPTER 2 Using Ajax and Atlas in Web Parts . . . . . . . . . . . . . . . . . . . . . . . 35
What Are Ajax and Atlas? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Ajax Frameworks for ASP.NET . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Creating Web Services in Windows SharePoint Services . . . . . . . . . . . . . 40
v
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vi ■ CONTENTS
JavaScript in Web Parts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
The Content Editor Web Part. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Web Part Tokens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Rendering JavaScript Within a Web Part. . . . . . . . . . . . . . . . . . . . . . 48
JavaScript On-Demand Loading. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Debugging JavaScript . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Remote Calls Prior to Atlas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Retrieving Data via XMLHttpRequest . . . . . . . . . . . . . . . . . . . . . . . . . 53
Web Service Behavior . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Web Service Message Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Plain Text. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
HTML Response . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
XML Message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
JSON Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Installing Atlas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Building a Performance Counter Web Part . . . . . . . . . . . . . . . . . . . . . . . . 61
Building a Company Contact Web Part Using Atlas and JSON . . . . . . . . 73
Building an Autocompletion Web Part . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Client-Side Connectable Web Parts and Atlas . . . . . . . . . . . . . . . . . . . . . . 83
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
■ CHAPTER 3 SQL Server 2005 Reporting Services . . . . . . . . . . . . . . . . . . . . . 93
Introducing Reporting Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Building a Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Viewing a Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Reporting Services Extensions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Data Processing Extension Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Developing a Custom Data Extension. . . . . . . . . . . . . . . . . . . . . . . . 112
Deployment of a Custom Data Extension. . . . . . . . . . . . . . . . . . . . . 125
Using the Custom Data Extension. . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Delivering Extension Example . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
SQL Server Report Pack for SharePoint Portal Server 2003 . . . . . . . . . 133
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
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■ CONTENTS vii
■ CHAPTER 4 Windows Workflow Foundation . . . . . . . . . . . . . . . . . . . . . . . . . 143
Getting to Know Windows Workflow Foundation . . . . . . . . . . . . . . . . . . 143
Activities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Workflow Styles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Installing Windows Workflow Foundation . . . . . . . . . . . . . . . . . . . . . . . . 151
Visual Studio 2005 Designer for Windows Workflow Foundation . . . . . 152
Creating a Simple Workflow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154
Debugging a Workflow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158
Creating an Activity. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Creating Workflows for SharePoint 2003 . . . . . . . . . . . . . . . . . . . . . . . . . 162
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
■ CHAPTER 5 Software Factories and Web Part Connections . . . . . . . . . 175
Introducing Software Factories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Background on Domain-Specific Languages . . . . . . . . . . . . . . . . . . . . . 176
Components of a Software Factory . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
Using DSL Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Web Part Connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179
The Cell Interface Pair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181
The Row Interface Pair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
The List Interface Pair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
The Filter Interface Pair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
The ParamsOut Interface Pair. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
The ParamsIn Interface Pair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
What Else Do You Need to Know? . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Creating a Connectable Web Part. . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Creating the Web Part Connection Language . . . . . . . . . . . . . . . . . . . . . 197
Installation of the DSL Toolkit for Visual Studio .NET 2005. . . . . . 197
Creating a Domain Model . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Validation. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223
Text Templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Deploying the Web Part Connection Language. . . . . . . . . . . . . . . . 250
Using the Web Part Connection Language. . . . . . . . . . . . . . . . . . . . 253
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 257
Bruggeman_761-3FRONT.fm Page viii Tuesday, October 24, 2006 8:36 AM
viii ■ CONTENTS
■ CHAPTER 6 Web Services for Remote Portlets . . . . . . . . . . . . . . . . . . . . . . . 259
Getting to Know WSRP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 259
Approaches for User Interface Reuse . . . . . . . . . . . . . . . . . . . . . . . . . . . . 260
Common WSRP Architectures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
WSRP Benefits and Drawbacks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Delving Deeper into the WSRP Specification . . . . . . . . . . . . . . . . . . . . . . 267
Configuring a WSRP Consumer for SharePoint 2003 Portals . . . . . . . . . 277
Implementing a WSRP Producer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 286
■ CHAPTER 7 InfoPath . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
InfoPath Walkthrough . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Supporting Multiple InfoPath Form Templates . . . . . . . . . . . . . . . . . . . . 292
Data Binding with InfoPath . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 294
Updating and Saving an InfoPath Form Programmatically . . . . . . . . . . . 297
Using a Submit Button . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Integration Between InfoPath, SharePoint, and
BizTalk Server 2006 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 304
Message Processing Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Windows SharePoint Services Adapter Overview. . . . . . . . . . . . . . 306
Working with the Windows SharePoint Services Adapter . . . . . . . 308
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 327
■ CHAPTER 8 Impersonation and Elevation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
LogonUser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 329
Encrypting Sensitive Data via DPAPI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Using the SecureString Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
Storing Sensitive Information in an Encrypted Way . . . . . . . . . . . . 338
Single Sign-On . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 339
RevertToSelf . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Creating a New AppDomain . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347
Enterprise Services COM+ Component . . . . . . . . . . . . . . . . . . . . . . . . . . 352
Queued Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 358
Delegation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 366
Summary . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
■ BIBLIOGRAPHY . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371
■ INDEX . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373
Bruggeman_761-3FRONT.fm Page ix Tuesday, October 24, 2006 8:36 AM
About the Authors
■ NIKANDER BRUGGEMAN started his career building web sites using HTML,
CGI, and Perl. Later, when JavaScript 1.0 was released, he built numerous
web sites based on LiveWire technology while working for a Netscape-
oriented company. Nikander then moved to a company that special-
izes in Microsoft technology. Currently, Nikander is an independent
consultant, specializing in building .NET applications using the latest
Microsoft technology. His current work includes software design,
development, consulting, and training, and he has worked for compa-
nies such as Universal Music, Arvato-Bertelsmann, Coca-Cola, Shell, Intel, and Sara Lee/DE. He
was given the prestigious Most Valuable Professional (MVP) award from Microsoft for his work
on the SharePoint Portal Server platform. Nikander has coauthored several other SharePoint
books and has written numerous articles. He lives in the heart of Amsterdam, and when not
developing software or writing about it, he loves to watch sports and movies. Nikander can be
reached via [email protected].
■ MARGRIET BRUGGEMAN began her professional career as a quality
assurance engineer. She then became a software developer, architect,
consultant, and trainer. Margriet is an independent consultant special-
izing in building .NET applications using the latest Microsoft technology.
She has worked for companies such as Interpay, Ericsson, Ford, Corus,
Interpolis, and SNS Reaal. Margriet has written numerous articles,
coauthored multiple SharePoint books, and was awarded the prestig-
ious Most Valuable Professional (MVP) award from Microsoft for her
work on the SharePoint Portal Server platform. Margriet is very fond of animals, and when not
busy doing IT-related activities, she can be found near dogs, cats, horses, rabbits, birds, and
other fuzzy creatures. Margriet can be reached via [email protected].
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