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

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

White Paper

April 2007

For the latest information, go to http://www.microsoft.com/office for Office and http://www.microsoft.com/sharepoint for SharePoint.

The information contained in this document represents the current view of Microsoft Corporation on the issues discussed as of the date of publication. Because Microsoft must respond to changing market conditions, this document should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information presented after the date of publication. The information represents the product at the time this document was printed and should be used for planning purposes only. Information is subject to change at any time without prior notice.

This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT.

Microsoft, Excel, InfoPath, MSDN, the Office logo, Outlook, PivotChart, PivotTable, PowerPoint, SharePoint, SQL Server, Visual Studio, Windows, Windows Server, and Windows Vista are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners.

Abstract

This paper describes how different versions of Office programs work together with the 2003 and 2007 versions of SharePoint technologies. Although an overview of the integration features of Office 2000 versus Office XP with Windows SharePoint Services 3.0 and Office SharePoint Server 2007 is provided, the paper’s focus is on the integration features of the Office 2003 Editions versus the 2007 Office Suites with the 2007 SharePoint technologies.

The increasing levels of functional capabilities have been deemed “fair” for Office 2000, “good” for Office XP, “better” for the Office 2003 Editions, and “best” for the 2007 Office Suites in terms of how they work together with SharePoint.

A detailed comparison of how the Office 2003 Editions versus the 2007 Office Suites, namely, Office Professional Plus 2007 and Office Enterprise 2007, work with Windows SharePoint Services 3.0 and Office SharePoint Server 2007 will be provided.

The paper concludes that in order to realize the best user experience with Office and SharePoint integration features, the client programs must be upgraded to a 2007 Microsoft Office Suite, namely, Office Professional Plus 2007 or Office Enterprise 2007 and the server technologies must be upgraded to either Windows SharePoint Services 3.0 or Office SharePoint Server 2007.

Abstract iii

Table of Contents iv

Introduction 1

“Fair” with Microsoft Office 2000 1

“Good” with Microsoft Office XP 1

“Better” with the Microsoft Office 2003 Editions 1

“Best” with the 2007 Microsoft Office Suites 1

Achieving the Best by Upgrading Both Clients and Servers 1

Overview of Office and SharePoint Integration Features 3

Office 2000 vs. Office XP vs. Office 2003 Editions

with Windows SharePoint Services 3.0 or Office SharePoint Server 2007 3

Office 2003 Editions vs. 2007 Office Suites

with Windows SharePoint Services 3.0 or Office SharePoint Server 2007 4

SharePoint Integration Features Not Available in Office Standard 2007 5

Office FrontPage 2003 vs. Office SharePoint Designer 2007
with Windows SharePoint Services 3.0 or Office SharePoint Server 2007 5

Details of Office and SharePoint Integration Features 7

Enterprise Content Management 7

Excel Services 11

Electronic Forms 14

Outlook and SharePoint Integration 17

Access and SharePoint Integration 19

Groove and SharePoint Integration 22

Conclusion 24

For More Information 25

2007 Microsoft Office System 25

Microsoft SharePoint Products and Technologies 25

Appendix 26

Client Program, Server License, and Client Access License Requirements 26

Introduction

Microsoft Office client programs and SharePoint products and technologies are natural partners in a productive, networked computing environment. Microsoft is committed to integrating the power of work sharing tools and the Web into the productivity applications that most users already know. Microsoft Office 2000, Microsoft Office XP, the Microsoft Office 2003 Editions, and the 2007 Microsoft Office Suites provide increasing levels of integration between Microsoft Office programs and SharePoint products and technologies. The varying levels of integration can be summarized as fair, good, better, and best and is further explained in the following sections, each of which provides an overview of integration features between a specific version of the Microsoft Office programs and the 2007 version of SharePoint products and technologies.

“Fair” with Microsoft Office 2000

Microsoft Office 2000 provides simple file operations against and basic interactions with Windows SharePoint Services, allowing users to open and save documents on SharePoint sites from their Office 2000 applications and receive alerts in Outlook 2000.

“Good” with Microsoft Office XP

Microsoft Office XP provides a good level of data integration with Windows SharePoint Services, including interactive access to data stored on SharePoint sites, allowing users to export list data to Excel XP and view properties and metadata for files stored on SharePoint sites.

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