For this task Use this worksheet To do this
Chapter overview: Plan overall design Determine sites worksheet (http://go.microsoft.com/fwlink/?LinkID=73282&clcid=0x409) Identify top-level sites needed for the solution and the features to investigate for each site. Chapter overview: Plan Web site structure and publishing (Office SharePoint Server) Article pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73316&clcid=0x409) Plan fields for content pages. Layout pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73317&clcid=0x409) Plan layout pages for Web pages. Master pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73318&clcid=0x409) Plan master pages for site collections. Site paths worksheet (http://go.microsoft.com/fwlink/?LinkId=73148&clcid=0x409) Record managed paths that need to be created for hosting collaboration sites. Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409) Record a plan for creating sites. Welcome pages worksheet (http://go.microsoft.com/fwlink/?LinkId=73320&clcid=0x409) Plan fields for welcome pages. Chapter overview: Plan for personalized content and sites People, profiles, and policies worksheet (http://go.microsoft.com/fwlink/?LinkID=73268&clcid=0x409) Plan connections, sources, people features, and audiences. Search properties worksheet (http://go.microsoft.com/fwlink/?LinkID=73272&clcid=0x409) Plan properties for search, mapping crawled properties to managed properties. Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409) Record a plan for creating sites. Chapter overview: Plan InfoPath Forms Services Data connections for form templates worksheet (http://go.microsoft.com/fwlink/?LinkId=73321&clcid=0x409) Plan InfoPath Forms Services data connections. Deploy administrator-approved form template (http://go.microsoft.com/fwlink/?LinkId=73322&clcid=0x409) Record information to plan administrator-approved form templates. Chapter overview: Plan for business intelligence Authentication methods worksheet (http://go.microsoft.com/fwlink/?LinkID=73278&clcid=0x409) Plan and record authentication methods to be allowed in your environment. Business data worksheet (http://go.microsoft.com/fwlink/?LinkID=73271&clcid=0x409) Plan for information architecture based on the taxonomy of key concepts and business processes. Crawl and query search features worksheet (http://go.microsoft.com/fwlink/?LinkID=73276&clcid=0x409) Plan and record crawl and search settings. Custom permission levels and groups worksheet (http://go.microsoft.com/fwlink/?LinkID=73134&clcid=0x409) Record custom permission levels and groups that need to be created. Estimate data capacity requirements worksheet (http://go.microsoft.com/fwlink/?LinkID=73274&clcid=0x409) Record information to help capacity planning. External data connections worksheet (http://go.microsoft.com/fwlink/?LinkId=73323&clcid=0x409) Plan for Excel Services by recording the names of .odc files and the locations of corresponding external data sources. Information architecture worksheet (http://go.microsoft.com/fwlink/?LinkID=73273&clcid=0x409) Plan information architecture based on the taxonomy of key concepts and business processes. Search properties worksheet (http://go.microsoft.com/fwlink/?LinkID=73272&clcid=0x409) Plan properties for search, mapping crawled properties to managed properties. Site and content security worksheet (http://go.microsoft.com/fwlink/?LinkId=73135&clcid=0x409) Record inherited and unique permissions, and record which groups need what level of access. Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409) Record a plan for creating sites. Site hierarchy planning tool (http://go.microsoft.com/fwlink/?LinkId=73143&clcid=0x409) Create a site hierarchy diagram in Microsoft Office Visio. Trusted data connection libraries worksheet (http://go.microsoft.com/fwlink/?LinkId=73324&clcid=0x409) Record the names of trusted data connection libraries. Trusted data providers worksheet (http://go.microsoft.com/fwlink/?LinkId=73325&clcid=0x409) Record the names of trusted data providers. Trusted file locations worksheet (http://go.microsoft.com/fwlink/?LinkId=73327&clcid=0x409) Record the names of trusted SharePoint sites, Universal Naming Convention paths, and Web sites. Chapter overview: Plan search (Office SharePoint Server) Search team worksheet (http://go.microsoft.com/fwlink/?LinkID=73621&clcid=0x409) Determine and record which team members will be involved in planning and implementing your search solution. Plan to crawl content worksheet (http://go.microsoft.com/fwlink/?LinkId=73748&clcid=0x409) For each content source, determine what and when to crawl. Chapter overview: Plan communication (Office SharePoint Server) Chapter overview: Plan document management Analyze document usage worksheet (http://go.microsoft.com/fwlink/?LinkID=73284&clcid=0x409) Record information gathered when analyzing document usage. Content type worksheet (http://go.microsoft.com/fwlink/?LinkID=73288&clcid=0x409) Plan a content type. Document libraries worksheet (http://go.microsoft.com/fwlink/?LinkID=73306&clcid=0x409) Plan libraries based on sites and on document types. Document management stakeholders and participants worksheet (http://go.microsoft.com/fwlink/?LinkID=73285&clcid=0x409) Identify document management planning stakeholders and record document management practices. Policy worksheet (http://go.microsoft.com/fwlink/?LinkID=73307&clcid=0x409) Plan information management policies for content types. Plan records management (Office SharePoint Server) Document library for retaining records worksheet (http://go.microsoft.com/fwlink/?LinkID=73298&clcid=0x409) Plan a document library for retaining records. Record categories worksheet (http://go.microsoft.com/fwlink/?LinkID=73300&clcid=0x409) Plan record categories. Records management stakeholders and participants worksheet (http://go.microsoft.com/fwlink/?LinkId=73330&clcid=0x409) Identify records management planning stakeholders and analyze records management practices. Records routing table worksheet (http://go.microsoft.com/fwlink/?LinkID=73303&clcid=0x409) Design the records routing table. Chapter overview: Plan site and content security (Office SharePoint Server) Administrators and owners worksheet (http://go.microsoft.com/fwlink/?LinkId=73126&clcid=0x409) Record owners for each site collection and site. Custom permission levels and groups worksheet (http://go.microsoft.com/fwlink/?LinkID=73134&clcid=0x409) Record custom permission levels and groups that need to be created. Site and content security worksheet (http://go.microsoft.com/fwlink/?LinkId=73135&clcid=0x409) Record inherited and unique permissions, and record which groups need what level of access. Chapter overview: Plan for site creation and maintenance (Office SharePoint Server) Site creation worksheet (http://go.microsoft.com/fwlink/?LinkId=73138&clcid=0x409) Record a plan for creating sites. Site maintenance worksheet (http://go.microsoft.com/fwlink/?LinkId=73146&clcid=0x409) Record the plan for maintaining sites, including quota values and automatic deletion choices. TBD Chapter overview: Design server farms and topologies (Office SharePoint Server) Availability plan worksheet (http://go.microsoft.com/fwlink/?LinkId=73333&clcid=0x409) Identify redundancy requirements and plan availability options for server roles. TBD Chapter overview: Design logical architecture Authentication methods worksheet (http://go.microsoft.com/fwlink/?LinkID=73278&clcid=0x409) Plan and record authentication methods to be allowed in your environment. Web application authentication settings worksheet (http://go.microsoft.com/fwlink/?LinkId=73334&clcid=0x409) Plan authentication settings for individual Web applications. Chapter overview: Plan for and design security (Office SharePoint Server) Single sign-on enterprise application definition worksheet (http://go.microsoft.com/fwlink/?LinkId=73335&clcid=0x409) Plan settings for individual enterprise application definitions (used with single sign-on). Single sign-on server farm settings worksheet (http://go.microsoft.com/fwlink/?LinkId=73336&clcid=0x409) Plan farm-level single sign-on settings. Chapter overview: Plan for performance and capacity (Office SharePoint Server) Estimate data capacity requirements worksheet (http://go.microsoft.com/fwlink/?LinkID=73274&clcid=0x409) Record information to help capacity planning. Estimate peak throughput worksheet (http://go.microsoft.com/fwlink/?LinkId=73337&clcid=0x409) Record each type of site access to determine peak throughput required. TBD Chapter overview: Plan for and design database storage and management Estimate data capacity requirements worksheet (http://go.microsoft.com/fwlink/?LinkID=73274&clcid=0x409) Record information to help capacity planning.
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