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August 29, 2006

Making Sense of SharePoint Portal Server Architecture

Learn the basics of SharePoint's portal structure
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Portal Listings
Portal listings are available only in SharePoint Portal Server, so you might not be familiar with them if you're new to the product. A portal listing is simply a special type of list that's available only on a portal area. Portal listings are a vehicle for displaying information inside a portal area, such as a piece of news. Listings are at the core of information aggregation; they reduce data-entry duplications and provide a consistent presentation layer for your users. Portal listings include the following features:

  • Each portal area contains one, and only one, portal-listing list—a list of all the portal listings. That is, the portal-listing list is the container, and the portal listings are the items in the container.
  • The content of a portal listing can be either a URL or an RTF document.
  • Portal listings can be grouped.
  • Portal listings can have an associated image and icon.
  • Each item in a portal listing can be filtered from view by using SharePoint's audience feature.
  • Each item can have defined publishing dates, so that the item is removed from display in the portal area after the item's expiration date.
  • You can set portal listings so that new items must be approved before they're displayed.
  • Listings from one portal area can be displayed on any other portal area by using different Web Parts, depending how you want to use them.

As I mentioned, portal listings let you target a specific audience for each item in a listing. When you add a new portal listing to the portal area, you need to choose the audience(s) to target. Be aware that an audience's main purpose is to filter items only; an audience isn't equivalent to security permissions.

For each portal-listing item that you create, you can either reference an existing document reference (i.e., by a URL pointing to the document's location) or enter the RTF document itself. SharePoint Portal Server search will index only the portal-listing information, not any document reference. (For in-depth information about SharePoint's search capabilities, see "Making Sense of SharePoint Search," September 2006, InstantDoc ID 50623.) When you add a new portal-listing item to the portal area and your intent is to reference a document, it's a good practice to enter a description of that reference. Note that search results don't honor audiences.

Unfortunately, portal-listing items are more difficult to remove from a portal area than to add to it. For example, when you create a new Windows SharePoint Services site, you have the option to create any number of portal-listing items in any portal area you have permissions to. If the Windows SharePoint Services site containing these portal-listing items is deleted, the portal listings aren't automatically removed; you need to delete them manually. This situation applies to all portal-listing items that use a reference. If the reference is no longer valid, the portal listing item isn't automatically removed.

Moving On
As you've seen, SharePoint Portal Server incorporates the basic elements of Windows SharePoint Services within the larger framework of a portal area. Becoming familiar with the concepts of portal areas, portal permissions, and portal listings will help you take your first steps in planning and putting together a SharePoint portal for your organization. You'll also need to get a handle on SharePoint Portal Server visual elements, such as Web Parts, and the essentials of developing a navigational structure—which I'll cover in my next article.

SHAREPOINT PORTAL SERVER RESOURCES

Exchange & Outlook Administrator Articles
"Making Sense of SharePoint Search," InstantDoc ID 50623
"Office 2003 and SharePoint: Better Together," InstantDoc ID 44156
"SharePoint Offers a Different Outlook," InstantDoc ID 44778

Windows IT Pro Articles
"Collaborate with Us," InstantDoc ID 43567
"Update on WSS and SharePoint Portal Server," InstantDoc ID 43856

Web Resources
"Collaboration Finds a Solid Platform with Windows Server 2003 R2 Enterprise Edition,"
Windows IT Pro On-Demand Web Seminar https://event.on24.com/eventRegistration/EventLobbyServlet?target=registration.jsp&eventid=5 876&sessionid=1&key=6183D8055A796EF5AB6A78FB0C20B237&partnerref=eventscentral&r eferrer=&sourcepage=register

MSD2D.com SharePoint Community
http://www.msd2d.com

Books
Microsoft SharePoint Products and Technologies Resource Kit, by Bill English with the Microsoft SharePoint Teams, Microsoft Press, 2004

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