Microsoft® Office Programs and SharePoint® Products and Technologies Integration – Fair, Good, Better, Best

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“Better” with the Microsoft Office 2003 Editions

Microsoft Office 2003 Editions provide a very good level of integration with Windows SharePoint Services, allowing users to create documents, organize team meetings and activities, access and analyze data from SharePoint sites, and use FrontPage 2003 to customize lists or Web Parts on SharePoint sites. Users can also use the data integration between the Office 2003 Editions and Windows SharePoint Services to move data to and from the SharePoint site and create databases linked to data stored on SharePoint sites.

“Best” with the 2007 Microsoft Office Suites

The 2007 Microsoft Office Suites provide the best level of rich, contextual integration with Windows SharePoint Services and Office SharePoint Server, allowing users to interact with SharePoint sites without leaving their Office programs and to have two-way synchronization with collaborative information and documents as well as business data stored on SharePoint sites.

Achieving the Best by Upgrading Both Clients and Servers

If you are currently using Office 2000, Office XP, or Office 2003 with Windows SharePoint Services 2.0 or SharePoint Portal Server 2003, and you upgrade to Windows SharePoint Services 3.0 or Office SharePoint Server 2007, your client integration experience with Office and SharePoint integration features will not change. The converse, upgrading your Office programs to 2007 but continuing to work with Windows SharePoint Services 2.0 or SharePoint Portal Server 2003, results in less than the best user experience due to the following shortcomings:

Cannot search files stored in the new 2007 OpenXML-based file formats.
No file type icons in the Document Library for the new 2007 file formats.
Cannot add users to a Windows SharePoint Services 2.0 site using the Address Book button.
Cannot maintain 2-way synchronization between an Excel 2007 native file and a SharePoint List. For more information, refer to the “Writeback to SharePoint” section on the Excel Team Blog’s “Deprecated features for Excel 2007” entry.

Therefore, to achieve the best user experience with Office and SharePoint integration features, you must upgrade the clients to a 2007 Microsoft Office Suite, namely, Office Professional Plus 2007 or Office Enterprise 2007 and the servers to either Windows SharePoint Services 3.0 or Office SharePoint Server 2007.

Overview of Office and SharePoint Integration Features

Office 2000 vs. Office XP vs. Office 2003 Editions
with Windows SharePoint Services 3.0 or Office SharePoint Server 2007

The following table shows the richness of the integration features of Office 2000 versus Office XP versus the Office 2003 Editions with Windows SharePoint Services 3.0 and Office SharePoint Server 2007. These integration features are identical to what you would experience with Windows SharePoint Services 2.0 and SharePoint Portal Server 2003 as previously described in the Good, Better, Best Office and SharePoint Integration whitepaper or webpage.

Feature	Office 2000	Office XP	Office 2003 Editions
Save and open files from SharePoint sites	Yes (Excel, FrontPage, PowerPoint, Microsoft Project, Word)	Yes (Excel, FrontPage, PowerPoint, Microsoft Project, Visio, Word)	Enhanced (Excel, FrontPage, InfoPath, OneNote, Outlook, PowerPoint, Microsoft Project, Publisher, Visio, Word)
Create new documents in Web browser	No	Yes (Excel, FrontPage, PowerPoint, Word)	Yes (Excel, FrontPage, InfoPath, PowerPoint, Microsoft Project, Publisher, Word)
Collect metadata automatically	No	No	Enhanced (Excel, PowerPoint, Word)
Promote and demote file properties and metadata automatically	Data stored, but not displayed (Excel, FrontPage, PowerPoint, Word)	Yes (Excel, FrontPage, PowerPoint, Word)	Enhanced (Excel, FrontPage, InfoPath, PowerPoint, Visio, Word)
Track document versions	No. Use Web browser to view and manage document versions.	No. Use Web browser to view and manage document versions.	Enhanced (Excel, PowerPoint, Visio, Word)
Check-out and check-in documents	No. Use Web browser to manually check-out and check-in documents.	No. Use Web browser to manually check-out and check-in documents.	Enhanced (Excel, PowerPoint, Visio, Word). Use Web browser to manually check-out and check-in other types of documents.
Manage Microsoft Project documents, risks, and issues	No	No	Yes
Upload multiple documents	No	No	Yes
Inline discussions	Yes	Yes	Yes
Microsoft Office Components for SharePoint	No	No	Yes
Person Names Smart Tag	No	No	Yes
Integration with Microsoft Business Solutions	No	No	Yes