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Microsoft SharePoint 2010 Unleashed

Microsoft SharePoint 2010 Unleashed

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Description

  • Copyright 2011
  • Edition: 1st
  • eBook (Watermarked)
  • ISBN-10: 0-13-264000-7
  • ISBN-13: 978-0-13-264000-8

Microsoft® SharePoint 2010 Unleashed

Michael Noel

Colin Spence

Using Microsoft SharePoint 2010 technologies, organizations can bring together, utilize, and collaborate with information from virtually any source. Microsoft SharePoint 2010 Unleashed is the most complete, practical resource for all administrators, managers, architects, users, and power users who want to make the most of this powerful platform.

Drawing on their experience implementing SharePoint solutions in hundreds of organizations, Michael Noel and Colin Spence cover all facets of succeeding with SharePoint: planning, deployment, migration, scalability, administration, security, Microsoft Office integration, workflow and dashboard development, and more.

Noel and Spence illuminate the newest SharePoint innovations, from new social networking features to improved search, helping you make the most of both SharePoint Foundation and SharePoint Server 2010. Using easy-to-understand, step-by-step examples, the authors help you streamline administration, optimize performance, control cost, and implement high-value solutions for collaboration, document management, and business intelligence.

  • Architect and implement SharePoint 2010, and migrate from legacy SharePoint servers
  • Perform advanced installations that maximize scalability
  • Monitor, back up, and restore SharePoint environments
  • Maintain the SQL Server databases on which SharePoint 2010 relies
  • Systematically improve edge, transport, and content security
  • Deploy SharePoint in extranets and alternative authentication scenarios
  • Create highly efficient virtualized SharePoint 2010 farms
  • Customize and manage libraries and lists for your specific requirements
  • Design and manage pages and sites for knowledge workers
  • Effectively manage metadata and content types
  • Integrate content using Office Web Apps and Excel, Access, and Visio Graphics Services
  • Create both out-of-the-box and customized SharePoint workflows
  • Develop custom solutions with SharePoint Designer 2010 and Visual Studio 2010
  • Create BI solutions with PerformancePoint and Business Connectivity Services
  • Govern your SharePoint ecosystem for maximum value

Michael Noel, MS-MVP, MCITP, is an internationally recognized technology expert, bestselling author, and well-known public speaker on a wide range of IT topics. He is the author of 17 books, including Exchange Server 2010 Unleashed, Windows Server 2008 R2 Unleashed, and Microsoft Forefront Unleashed. His books have been translated into more than a dozen languages. Colin Spence, MCP, MCTS SharePoint, has worked with SharePoint technologies for nearly a decade, helping hundreds of clients architect, implement, and manage customized SharePoint solutions. He speaks, publishes, and blogs regularly on SharePoint technologies. Noel and Spence are partners at Convergent Computing, a leading Microsoft partner in the San Francisco Bay area, and co-authors of SharePoint 2007 Unleashed.

ON THE WEB:

Download all examples and source code presented in this book from informit.com/title/9780672333255

Category: Microsoft Office 2010

Covers: Microsoft SharePoint 2010

User Level: Intermediate–Advanced

Sample Content

Table of Contents

Introduction

Part I Planning for and Deploying SharePoint Server 2010

Chapter 1 Introducing SharePoint 2010

Understanding the Capabilities of SharePoint 2010

    Exploring the SharePoint 1.0 Wave: SharePoint Team Services and SharePoint Portal Server 2001

    Exploring the SharePoint 2.0 Wave: Windows SharePoint Services 2.0 and SharePoint Portal Server 2003

    Exploring the SharePoint 3.0 Wave: Windows SharePoint Services 3.0 and Microsoft Office SharePoint Server 2007

    Exploring the Latest SharePoint 4.0 Wave: SharePoint Foundation Server and Microsoft SharePoint Server 2010

Using SharePoint for Collaboration and Document Management

    Integrating Deeply with Microsoft Office Applications

    Libraries and Lists as Data Management and Collaboration Tools

    Organizing Collaborating with SharePoint Site Collections and Sites

    Deploying SharePoint Websites with Comprehensive Web Content Management

Outlining Improvements in SharePoint 2010

    Understanding the Scalable Service Application Model in SharePoint 2010

    Outlining Search Improvements in SharePoint 2010

    Accessing the Improved Administration, Monitoring, and Backup Tools

    Using the Improved Backup and Restore Tools

    Gaining Storage Flexibility with the Remote BLOB Storage Option

    Using the Improved Interface and Ribbon Integration

Securing SharePoint 2010 with New Security Enhancements

    Protecting SharePoint 2010 with Transport Security Options

    Protecting SharePoint Data with Storage Security Options

    Protecting SharePoint Web Access on the Edge UsingAdvanced Tools

    Protecting SharePoint Content with Antivirus Options

Leveraging Metadata and Content Types

Social Networking Tool Advances

Working with Office Web Apps

Creating Powerful and Flexible Workflows

Developing Applications Using Visual Studio

Leveraging Business Intelligence Tools in SharePoint 2010

Governing the SharePoint Environment

Summary

Best Practices

Chapter 2 Architecting a SharePoint 2010 Deployment

Understanding the SharePoint Server Roles

    Understanding the Database Server Role

    Understanding the Web Server Role

    Service Application Roles

    Search Service Application Role

    Inbound Email Server Role

    SharePoint Central Admin Server Role

Understanding the Reasons for Deploying Multiple Farms

    Deploying Test Farms

    Deploying Development Farms

    Deploying Extranet or Intranet Farms

    Deploying Global or Distributed Multifarm Environments

    Planning for Multiple Farms

Choosing the Right Hardware for SharePoint

    Hardware Requirements for the SQL Database Role Servers

    Hardware Requirements for Service Application Roles

    Hardware Requirements for Web Role Servers

Determining Optimal Operating System Configuration

    Windows Server 2008 R2 Operating System for SharePoint

Planning for Database and Additional Software

    Database Software

    Backup Software

    Antivirus Software

    Index iFilters

Examining Real-World SharePoint 2010 Deployments

    Viewing a Sample Single-Server SharePoint Deployment

    Viewing a Sample Small SharePoint Farm

    Viewing a Sample Mid-Sized SharePoint Farm

    Viewing a Sample Large SharePoint Farm

Addressing Common Business Issues with SharePoint Features

    Addressing the Redundant Re-creation of Documents with SharePoint

    Addressing the Inability to Efficiently Search Across Different Types of Content

    Addressing Inefficient Means of Document Collaboration with SharePoint Document Libraries

    Addressing the Excessive Use of Email Attachments/Ability to Know When Documents Have Been Modified

    Addressing Difficulty Organizing or Classifying Content

    Addressing Access to Line-of-Business Application Information

    Using SharePoint for Sharing Information with Partners, Vendors, and Clients

Deploying a Team Collaboration Solution with SharePoint

    Outlining Business Needs for the Team Collaboration Solution

    Implementing a Team Collaboration Solution with SharePoint

    Outlining Ideas for Using the Team Collaboration Solution

Deploying a Corporate Intranet Solution with SharePoint

    Meeting Business Needs with the Corporate Intranet Solution

    Implementing the Corporate Intranet Solution

    Ideas for Using the Corporate Intranet Solution

Deploying a Customer Extranet Solution with SharePoint

    Meeting the Business Needs of the Customer Extranet Solution

    Implementing the Customer Extranet Solution

    Outlining Ideas for Using the Corporate Extranet Solution

Summary

Best Practices

Chapter 3 Installing a Simple SharePoint Server 2010 Farm

Examining SharePoint Installation Prerequisites

    Defining Hardware Prerequisites for SharePoint 2010

    Examining Software Requirements for SharePoint 2010

    Service Account Requirements

    Outlining Additional Prerequisites

    Database Role Prerequisites

    FAST Search Requirements

Installing the SharePoint Server Operating System

    Installing Windows Server 2008 R2

Installing SQL Server 2008 R2

    Installing SQL Server 2008 R2

    Creating a Windows Firewall Port Exception for SQL Server

    Enabling TCP/IP in SQL Configuration Manager

Installing Microsoft SharePoint Server 2010

    Running the Prerequisite Check for SharePoint 2010

    Installing the SharePoint 2010 Binaries

    Running the SharePoint 2010 Configuration Wizard

    Running the Initial Farm Configuration Wizard

Summary

Best Practices

Chapter 4 Advanced SharePoint 2010 Installation and Scalability

Creating an Installation Checklist

    Conceptualizing and Architecting a SharePoint Farm

    Installing SharePoint 2010

    Configuring SharePoint 2010

Installing SharePoint 2010 Using PowerShell

    Examining a PowerShell Script for Provisioning a Farm

    PowerShell for Provisioning Service Applications

Understanding Scalability for SharePoint

    Mapping SharePoint Functionality to Business Needs

    Gauging Content Growth

Scaling Logical SharePoint Components

    Scaling Out with Site Collections

    Scaling Out with Web Applications

Summary

Best Practices

Chapter 5 Migrating from Legacy SharePoint to SharePoint Server 2010

Formulating a Migration Strategy

    Examining the In-Place Upgrade Scenario

    Examining the Database Attach Scenario

    Examining Alternative Approaches and Third-Party Migrations

Planning for an Upgrade to SharePoint 2010

    Understanding Supported Upgrade Scenarios

    Assessing Site Migration Readiness with the Pre-Upgrade Check Tool

    Creating a Prototype Test Environment

    SQL Database Upgrade Considerations

Examining SharePoint 2010 Migration Paths

Performing an In-Place Upgrade of a SharePoint Environment

    Installing SharePoint 2010 Prerequisites

    Running the Upgrade

    Running the Configuration Wizard

Performing a Database Attach Upgrade

    Understanding the Steps to Perform a Database Attach Upgrade

Using Visual Upgrade

    Previewing the SharePoint 2010 Visuals in a Site

    Understanding the My Site Automatic Visual Upgrade

Summary

Best Practices

Part II Administering and Maintaining SharePoint Server 2010

Chapter 6 Managing and Administering SharePoint 2010 Infrastructure

Operations Management with the SharePoint Central Administration Tool

    Administering Application Management Tasks in SPCA

    Administering System Setting Tasks in SPCA

    Administering Monitoring Tasks in SPCA

    Reviewing Backup and Restore Settings in SPCA

    Reviewing Security Settings in SPCA

    Reviewing Upgrade and Migration Settings in SPCA

    Reviewing General Application Settings in SPCA

Using the Configuration Wizard’s Page in SPCA

Administering Site Collections and Sites

Using Additional Administration Tools for SharePoint

    Command-Line Administration of SharePoint Using the STSADM Tool

    Working with the Internet Information Services Manager Tool

    SQL Server Administration for SharePoint

Summary

Best Practices

Chapter 7 Leveraging PowerShell for Command-Line SharePoint Administration and Automation

Understanding Windows PowerShell Concepts

    Getting Started with Windows PowerShell

    Using PowerShell to Display “Hello World!”

    Using the Integrated Scripting Environment

    Site Collections, Sites, and Webs

    The SharePoint Software Development Kit (SDK)

    Get-Command and Get-Help

    The First SharePoint Cmdlet

    Verbs and Nouns

    Working with Variables, Function, and Cmdlets

    PowerShell Command Piping

    Formatting Results

    PowerShell—The New STSADM

SharePoint Administration with PowerShell

    The Naming of PowerShell Cmdlets

    Retrieving Site Collections and Sites with PowerShell

    Modifying Site Collection Properties with PowerShell

    Working with Solutions and Features

    Deploying a Custom Solution with Features

    PowerShell Backup and Restore Options

    Automating Site Collection Backup and Restore

    Exporting SharePoint Sites and Content

    Importing Exported Content

    Monitoring SharePoint Databases and Site Collection Usage

    Managing Content Databases and Site Collections

    Analyzing Events in the Event Log

Cataloging the Best Scripts to Automate SharePoint Administration

    Automating Creation of Web Applications and Site Collections

    Creating Site Structures On-the-Fly

    Automating Site Collection Backups with PowerShell

    Automatic Solution Installation

Understanding Advanced PowerShell Topics

    Remote SharePoint Administration with PowerShell

Beyond Built-In SharePoint PowerShell Cmdlets

    Creating Custom Functions with PowerShell

    Functions and Parameters

    Using the SharePoint .NET API to Extend PowerShell

    Retrieving SharePoint Lists with PowerShell

    Creating New Lists and Document Libraries

    Modify List Properties

    Creating List Items On-the-Fly

    Managing Backend Systems with PowerShell

    Windows PowerShell Snap-In for IIS 7.5

    Windows PowerShell Server Management Cmdlets

    Automate User Provisioning with PowerShell

Summary

Best Practices

Chapter 8 Leveraging and Optimizing Search in SharePoint 2010

Outlining the Capabilities of SharePoint 2010 Search

Deploying a Native SharePoint 2010 Search Service Application

Define Content Sources

Search Scopes

Federating Search

Keywords and Best Bets

Customizing the Search User Interface

    Creating Search Centers

    Assign Search Pages to the Scopes

    Creating Custom Search Pages

    Customize the Refinement Panel

Installing FAST Search Server 2010 for SharePoint

Deploying FAST Search Service Applications

Customizing the FAST Search User Interface

    Sorting Search Results

    User Contexts

Uninstalling FAST Search Server 2010 for SharePoint

Summary

Best Practices

Chapter 9 Managing and Maintaining SQL Server in a SharePoint Environment

Monitoring SQL Server in a SharePoint Environment

    Windows Management Instrumentation

    Event Logs

    Dynamic Management Views

    Reliability and Performance Monitor

    Activity Monitor

    Data Collectors

Maintaining SQL Server in a SharePoint Environment

    Checking and Repairing Database Integrity

    Monitoring and Reducing Fragmentation

    Shrinking Data Files

    Creating SQL Server Maintenance Plans

Managing SharePoint Content Databases

    Adding a Content Database

    Creating a Site Collection in a Specific Content Database

    Moving Site Collections Between Content Databases

Externalizing BLOB Storage in SharePoint 2010

    Understanding BLOBs

    BLOB Storage in SharePoint

    Introducing Remote BLOB Storage

    RBS Versus EBS

    Installing and Configuring RBS

    Migrating and Moving BLOBs Between BLOB Stores

Summary

Best Practices

Chapter 10 Backing Up and Restoring a SharePoint Environment

Backing Up and Recovering SharePoint Components

Using the Recycle Bin for Recovery

    Understanding the Two Stages of the Recycle Bin

    Enabling Recycle Bin Functionality in SharePoint

Using SharePoint Central Administration for Backup and Restore

    Back Up Using Central Administration

    Farm Configuration Backup

Performing Granular Backup Using the SharePoint Central Administration

    Backing Up a Site Collection

    Export a Site or List Using the Central Admin Console

Restoring SharePoint Using SharePoint Central Administration

    Restore Farm Configuration Using Central Administration

    Recovering Data from an Unattached Content Database

Using SharePoint 2010 Management PowerShell for Backup and Restore

    Backing Up the Farm Configuration Using PowerShell

    Backing Up an Entire Web Application

    Restoring a Site Collection

    Import Site or List

    Importing a Site

Backing Up Internet Information Services v7 Configuration

SQL Backup Tools

    SQL Server Backup Methods

    Understanding the SQL Server Recover Models

Summary

Best Practices

Chapter 11 Monitoring a SharePoint 2010 Environment

Using the SharePoint Health Analyzer

    Reviewing SharePoint Health Analyzer Settings

    Modifying Health Analyzer Job Definitions

Using SharePoint’s Native Reporting Capabilities

    Reviewing and Creating Reports

    Optimizing Usage Data Collection Log Settings

    Modifying Diagnostic Log Settings

Understanding Timer Jobs for SharePoint 2010

    Modifying Timer Jobs

    Monitoring Timer Jobs

Using System Center Operations Manager to Simplify Management of SharePoint 2010

    Taking a Closer Look at System Center Operations Manager

    Installing SCOM Management Packs for SharePoint 2010

    Installing Additional Management Packs for SharePoint Farms

    Monitoring SharePoint Functionality and Performance with SCOM

Establishing Maintenance Schedules for SharePoint

    Outlining Daily Maintenance Tasks

    Performing Weekly SharePoint Maintenance

    Performing Monthly Maintenance Tasks

    Performing Quarterly Maintenance Tasks

    Summary of Maintenance Tasks and Recommendations

Summary

Best Practices

Part III Securing, Protecting, and Optimizing SharePoint Architecture

Chapter 12 Virtualizing SharePoint Components

Microsoft’s Virtualization Support Story

    SharePoint Virtualization Support

Virtualization Infrastructure Requirements and Recommendations

Software Recommendations and Licensing Notes

Virtualization of SharePoint Roles

    Virtualization of the Web Role

    Virtualization of the Application Roles

    Virtualization of the Search Role

    Virtualization of a Server with All Three Roles

    Virtualization of the Database Role

Exploring Sample Virtualized SharePoint 2010 Architecture

Virtual Machine Management with System Center Virtual Machine Manager

    Exploring the VMM Console

    Exploring the Self-Service Portal

    Provisioning Farm Members from Virtual Server Templates

Summary

Best Practices

Chapter 13 Deploying SharePoint for Extranets and Alternative Authentication Scenarios

Understanding Extranets for Collaborating with Partners, Vendors, and Clients

Outlining Common Extranet Scenarios and Topologies

    Outlining Business Requirements and Extranet Considerations

    Understanding Common Partner, Vendor, and Client Extranet Scenarios

    Examining Common Deployment Topologies

Understanding SharePoint 2010 Extranet Security

    Understanding Classic-Mode Authentication

    Understanding Claims-Based Authentication

Implementing Authentication Scenarios

    Configuring Mixed-Mode Authentication Scenarios

    Configuring Multiple Authentication Scenarios

    Multiple Authentication Versus Mixed Authentication

    Using Alternate Access Mappings in Extranet Deployments

    Understanding Host-Named Site Collections

    Examining Mobile Administration for SharePoint Extranets

Implementing a Partner Extranet Solution

    Creating the Extranet Web Application

    Creating an Extranet Site Collection

    Configuring Authentication Providers

    Creating an Extranet Service Application Proxy Group

    Validating the Partner Extranet Solution

Upgrading an Existing Extranet Solution from SharePoint 2007

Security Consideration for SharePoint Extranet Solutions

Resources

Summary

Best Practices

Chapter 14 Protecting SharePoint with Advanced Antivirus and Edge Security Solutions

Understanding the Forefront Edge Line of Products

    Understanding the Difference Between Forefront UAG and Forefront TMG

Outlining the Need for the Forefront Edge Line for SharePoint Environments

    Outlining the High Cost of Security Breaches

    Outlining the Critical Role of Firewall Technology in a Modern Connected Infrastructure

    Understanding the Growing Need for Application Layer Filtering

Outlining the Inherent Threat in SharePoint Web Traffic

    Understanding Web (HTTP) Exploits

    Securing Encrypted (SSL) Web Traffic

    Securing SharePoint Traffic with SSL Encryption

Securing SharePoint Sites with Forefront TMG 2010

    Configuring the Alternate Access Mapping Setting for the External URL

    Creating a SharePoint Publishing Rule Using Forefront TMG

    Monitoring Forefront TMG Using the Logging Feature

Securing SharePoint Sites Using Forefront UAG

    Architecting Forefront UAG

    Creating a SharePoint Application Within a UAG Trunk

Protecting SharePoint 2010 from Viruses Using Forefront Protection 2010 for SharePoint

    Installing Forefront Protection for SharePoint

    Using Forefront Protection 2010 for SharePoint 2010

Summary

Best Practices

Chapter 15 Implementing and Validating SharePoint 2010 Security

Identifying Isolation Approaches to SharePoint Security

    Isolating SharePoint Data with Separate SharePoint Lists

    Isolating SharePoint Through Deployment of Separate Sites or Site Collections

    Isolating SharePoint with Separate Web Applications

    Isolating SharePoint with Separate Physical Farms

Physically Securing SharePoint Servers

    Restricting Physical Access to Servers

    Restricting Login Access

    Physically Securing SharePoint Access by Using Smartcards

Securing SharePoint’s SQL Server Installation

    Windows Versus SQL Server Authentication

    Windows Authentication Mode

    SQL Server Authentication Mode

    Determining Which Authentication Mode to Utilize

    Minimize SQL Server Attack Surface

    Using SQL Server Security Logs

Utilizing Security Templates to Secure a SharePoint Server

    Shutting Off Unnecessary Services

File-Level Security for SharePoint Servers

    Exploring NT File System Security

    Auditing File Access to SharePoint Servers

Verifying Security Using the Microsoft Baseline Security Analyzer

    Scanning for Security Vulnerabilities with MBSA

    Viewing MBSA Security Reports

Deploying Transport-Level Security for SharePoint

    Realizing Security by Deploying Multiple Layers of Defense

    Understanding Encryption Basics

    Using Virtual Private Networks to Secure Access to SharePoint

    Examining VPN Tunnels

    Reviewing Tunneling Protocols

    Outlining the PPTP and L2TP Protocols

    Detailing the L2TP/IPsec Secure Protocol

Examining Integration Points Between SharePoint and Public Key Infrastructure

    Understanding Private Key Versus Public Key Encryption

    Using SSL Certificates for SharePoint 2010

    Utilizing Active Directory Certificate Services for SharePoint Servers

    Examining Smartcards PKI Authentication for SharePoint

Using IPsec for Internal SharePoint Encryption

    Reviewing the IPsec Principle

    Detailing Key IPsec Functionality

    Setting Up the Monitoring Environment for IPsec Communications

    Establishing an IPsec Policy on the SharePoint Server

    Verifying IPsec Functionality in Event Viewer

Summary

Best Practices

Chapter 16 Configuring Email-Enabled Content, Presence, and Exchange Server Integration

Enabling Incoming Email Functionality in SharePoint

    Installing the SMTP Server Service on the SharePoint Server

    Configuring the Incoming Email Server Role on the SharePoint Server

    Using the Directory Management Service

Working with Email-Enabled Content in SharePoint 2010

    Using Email-Enabled Document Libraries

Understanding Microsoft Exchange Server 2010

    Outlining the Significant Changes in Exchange Server 2010

    Outlining Exchange Server 2010 Server Roles

Planning for an Exchange Server 2010 Environment

    Planning for Exchange Active Directory Design

    Planning for the Mailbox Server Role

    Planning for the Client Access Server Role

    Planning for the Edge Transport Role

    Planning for the Hub Transport Role

    Planning for the Unified Messaging Role

Integrating Exchange 2010 with SharePoint 2010

    Using an Exchange Server as an Outgoing Email Server for SharePoint

    Linking to Calendars, Contacts, and Inbox Items in Exchange 2010 from SharePoint Sites

    Using SharePoint 2010 to Replace Exchange Public Folders

Enabling Presence Information in SharePoint with Microsoft Communications Server 2010

    Configuring Presence Within SharePoint

    Enabling Presence Information on a Web Application

    Examining Presence Functionality within a SharePoint Site Collection

Summary

Best Practices

Chapter 17 Safeguarding Confidential Data in SharePoint 2010

Understanding the Threats to SharePoint Data

SQL Server Database Mirroring for SharePoint Farms

    Understanding Operating Modes

    Understanding Transaction Safety Levels

Examining Supported Topologies

    Single Data Center High-Availability Model

    Cross-Site High-Availability Model

    Multiple-Farm Cross-Site Model

Outlining Database Mirroring Requirements

    Examining Supported SQL Server Editions

    Considering Security Requirements

    Examining Supported Databases

    Considering Performance and Scalability

Enabling SQL Database Mirroring

    Exploring the High-Level Steps Involved with Setting Up a Database Mirror

    Backing Up the Databases to Be Mirrored

    Restoring the Databases onto the Mirror Server

    Configuring Security and Enabling Mirroring

Using SQL Transparent Data Encryption (TDE)

    Understanding the Problem

    Encryption Solutions

    Understanding How TDE Works

    Understanding the TDE Key Hierarchy

    Understanding TDE Requirements and Limitations

Enabling TDE for SharePoint Content Databases

    Creating the Database Master Key (DMK)

    Creating the TDE Certificate

    Back Up the TDE Cert

    Creating the DEK

    Encrypt the DB

    Monitoring Progress

    Restoring the TDE Encrypted DB to Another Server

Using Active Directory Rights Management Services (AD RMS) for SharePoint Document Libraries

    Understanding Prerequisites and Limitations of AD RMS

    Installing AD RMS

    Modifying the RMS Certification Pipeline

    Enabling IRM Support in SharePoint Central Admin

    Enabling IRM Support on an Individual Document Library

Summary

Best Practices

Part IV Using SharePoint 2010 Technologies for Collaboration and Document Management

Chapter 18 SharePoint Foundation Versus SharePoint Server 2010

Clarifying the Different SharePoint Products from a High Level

    An Overview of Licensing

    Database Requirements of SharePoint Foundation 2010 and SharePoint Server 2010

    Business Applications for Different Versions of SharePoint 2010

Feature Comparison Between SharePoint Foundation 2010 and SharePoint Server 2010 for Farm Administrators

    Service Applications Available in the Different Versions of SharePoint 2010

    Reviewing the Central Administration Tools on the Home Page in SharePoint Foundation 2010 and SharePoint Server 2010

    Comparing General Application Settings in SharePoint Foundation 2010 and SharePoint Server 2010 Enterprise

    Site Collection Options in SharePoint Foundation 2010 and SharePoint Server 2010

    Site Settings Compared in SharePoint Foundation 2010 and SharePoint Server 2010

    Document Library and List Options in SharePoint Foundation 2010 and SharePoint Server 2010

    Web Parts Available in SharePoint Foundation 2010 and SharePoint Server 2010

Summary

Best Practices

Chapter 19 Using Libraries and Lists in SharePoint 2010

Empowering Users Through SharePoint 2010 Libraries

    Using the View All Site Content Page in SharePoint 2010

    A Brief Tour of a Document Library

    Adding Documents to a Document Library

Working with the Other Standard Tools in a Document Library

    Working with the New Document and Upload Document Tools

    Pros and Cons of the New Folder Tool

    Using the Edit Document Tool, Check Out, Check In, and Discard Check Out Tools

    Reviewing the View Properties and Edit Properties Tools

    Using the Version History Tool

    Using the Document Permissions Tool

    Using the Delete Button and Recycle Bins

    Reviewing the E-mail a Link and Alert Me Tools

    Understanding the Download a Copy, Send To, Manage Copies, and Go To Source Tools

    A High-Level Overview of Workflows

    How to Use the Publish, Unpublish, and Cancel Approval Tools

    Using the I Like It and Tags & Notes Tools

Empowering Users Through SharePoint 2010 Lists

    Differentiating Lists from Libraries

    Reviewing Several Common Lists Found in a Team Site Template

    Examining the Tools in an Announcements List

    Adding a Column in a List and Updating a List Item

    Creating a View in a List

Summary

Best Practices

Chapter 20 Customizing and Managing Libraries and Lists to Meet Business Requirements

Planning the List and Library Ecosystem

    Understanding the Range of List and Library Options

Creating Lists and Libraries

    Making Basic Decisions About the List or Library

Mastering the Library Tab from the Ribbon

    Creating and Managing Views

    Synching Content to SharePoint Workspace

    Connect to Office Options

    Connect to Outlook Export to Excel and Open with Explorer Buttons

    Modify Form Web Parts Tools

    Edit Library Tool

Document Library Settings Page Tools Reviewed

    Versioning Settings

    Advanced Settings Examined from a Library Design Standpoint

    Validation Settings

    Column Default Value Settings

    Manage Item Scheduling

    Rating Settings

    Audience Targeting

    Metadata Navigation

    Per-Location View Settings

    Form Settings Tool

Permissions and Management Tools for Lists and Libraries

    Delete This Document Library

    Save Document Library as Template

    Permissions for This Document Library

    Manage Files That Have No Checked-In Version

    Workflow Settings

Document Sets Compared to Folders as Organizational Tools in Document Libraries

    Enabling Document Sets from Site Collection Features

Content Organizer as a Document Routing Tool

Summary

Best Practices

Chapter 21 Designing and Managing Pages and Sites for Knowledge Workers

Understanding Site Collection Options

    Designing the Site and Site Collection Wireframe

Creating a Site Collection

Reviewing the Scope of an Existing Site Collection

Controlling Who Can Create Sites

Creating Pages and Sites

    Creating Pages

Reviewing the Users and Permissions Tools

Reviewing the Galleries Tools

Reviewing the Site Administration Tools

Reviewing the Look and Feel Tools

Reviewing the Site Actions Tools

An Overview of Site Collection Administration Tools

Understanding and Using Site Variations

    Reviewing Site Features and Site Collection Features

Audience Targeting Explained and Demonstrated

Summary

Best Practices

Chapter 22 Managing Metadata and Content Types in SharePoint 2010

Effectively Using Metadata in Lists and Libraries

Working with Metadata in a Word 2010 Document and Document Libraries

Reviewing the Column Choices in SharePoint 2010

    An Introduction and Practical Application of Calculated Columns

    Leveraging Validation Settings

    Enforcing Unique Values in Columns

Differences in Multiple Lines of Text Columns in Libraries and Lists

Working with Lookup Columns in Document Libraries

    Testing Enforce Relationship Behavior

Setting Metadata Standards with Default Values

    Setting Default Values from the Settings Page

Site Columns Practical Applications

Content Types Practical Applications

    Considering the Dublin Core Content for Taxonomy Inspiration

Creating and Using Managed Metadata

    Adding Managed Metadata in a List

Content Type Syndication Hubs

Metadata as a Navigation Aid

Enabling the Developer’s Dashboard for Troubleshooting

Summary

Best Practices

Chapter 23 Leveraging Social Networking Tools in SharePoint 2010

Reviewing the Components of a Healthy My Site Configuration

    High-Level Review of Steps Required to Create a New My Site Host

    High-Level Review of Steps Required to Create a New User Profile Service Application

Reviewing the User Profile Service Application Settings

    Forefront Identity Manager’s Involvement in Synchronization

    Reviewing the Setup My Sites Link in the My Site Settings Section

    Reviewing Other Configuration Tools in the My Sites Settings Section

    Managing Social Notes and Tags

Restricting User Access to and Creation of My Site Sites

Mapping a SharePoint Profile Field to Active Directory

User Profile Job Review

    Activity Feed Settings

Components of My Sites

    Creating and Exploring a My Site

    Using Bookmarklets

Summary

Best Practices

Chapter 24 Governing the SharePoint 2010 Ecosystem

The Importance of Governance

Creating the Governance Plan

    Reviewing the Vision and Scope Documents

    Visually Mapping the Governance Strategy

    Defining Governance Roles and Responsibilities

Governing the Farm

Governing Site Collections and Sites

Records Management in SharePoint

    Records Declarations

The Governance Cycle

Summary

Best Practices

Part V Leveraging Office Applications with SharePoint

Chapter 25 Using Office 2010 Applications with SharePoint 2010

Support for Earlier Versions of Office with SharePoint 2010

    Using Office 2007 Applications with SharePoint 2010

The Basics of Saving a Word Document to a SharePoint Document Library

    Working with Backstage in Word 2010

    Accessing SharePoint Templates from Word 2010

Creating Shortcuts to SharePoint 2010

    Using the Connect to Office Tool to Create Shortcuts

    Manually Add a Shortcut to the SharePoint Sites Folder

    Manually Create a Network Location Shortcut

Coauthoring Word 2010 and PowerPoint 2010 Documents Stored in SharePoint 2010

Using SharePoint Workspace with SharePoint 2010

Connecting SharePoint 2010 Content to Outlook 2010

    Connecting Task Lists to Outlook 2010

    Connecting Calendars to Outlook 2010

Creating Meeting Workspaces from Outlook 2007 and Outlook 2010

    Modifying Outlook 2010 to Allow Creation of Meeting Workspaces

Summary

Best Practices

Chapter 26 Extending SharePoint 2010 with Excel Services, Access Services, and Visio Graphics Services

Working with Excel Data in SharePoint 2010

Getting to Know the Excel Services Service Application

    Managing the Excel Service Application

Publishing to Excel Services

    Allowing Parameter Input in Excel Web Access

Access Services Overview

    Creating an Access Web Database Site

Visio Graphics Services Overview

Summary

Best Practices

Chapter 27 Office Web Apps Integration with SharePoint 2010

Planning for Office Web Apps Use

    Server Prerequisites and Licensing Considerations

    Browser Support of Office Web Apps

    Planning to Support Multiple Versions of the Office Rich Client

    Mobile Device Support

Installing and Configuring Office Web Apps for SharePoint 2010

    Reviewing Central Administration Settings for the PowerPoint Service Application and Word Viewing Service Application

    Verifying the Site Collection Features Are Enabled for Office Web Apps

    Verifying the Settings in the Document Library

    Set the Default Open Behavior for Site Collections in Central Administration

Testing Office Web Apps Functionality

    Testing Word Access via Office Web Apps

    Testing Excel Access via Office Web Apps

    Testing PowerPoint Access via Office Web Apps

    Testing OneNote Access via Office Web Apps

Summary

Best Practices

Chapter 28 Out-of-the-Box Workflows and Designer 2010 Workflows

Defining Workflows in the Business Environment

    Considering Alerts as Basic Workflows

Reviewing the Workflow-Related Settings in Central Administration and Site Settings

    Reviewing the Site Settings Tools for Workflows

Testing the Three-State Workflow

An Overview of Other Standard Workflows

Verifying the Web Application Settings for SharePoint Designer 2010 Use

Downloading and Installing SharePoint Designer 2010

Creating a Reusable Workflow from SharePoint Designer 2010

Summary

Best Practices

Part VI Extending the SharePoint Environment

Chapter 29 Application Development with SharePoint Designer 2010 and Visual Studio 2010

Deciding Whether Development Is Required to Meet Business Needs

    Planning the Development Project

Evolutions in the SharePoint Platform for Developers

    Designer 2010 Enhancements

    Visual Studio 2010 Enhancements

Considering SharePoint Designer 2010 for Development

    Common Development Tasks

Creating a Workflow-Based Application in SharePoint Designer 2010

    Testing the Workflow

    Extending the Capabilities of the Application

Using Visual Studio 2010 with SharePoint 2010

    Getting Started with Visual Studio 2010

Developing a Visual Web Part

    Packaging a Visual Web Part

Summary

Best Practices

Chapter 30 Business Intelligence in SharePoint 2010 with PerformancePoint Services

PerformancePoint Services Overview

    Getting Started with a PerformancePoint Service Application

Understanding Dashboard Designer

Creating Dashboards in Dashboard Designer

    Data Connections Defined

    KPIs Defined

    Indicators Defined

    Scorecards Defined

    Reports Defined

    Dashboards Defined

Building a Sample Dashboard in Dashboard Designer

    Preparing the Data Sources

    Creating Data Connections

    Creating Key Performance Indicators

    Creating a Scorecard

    Creating a Report

    Creating a Dashboard

Summary

Best Practices

Chapter 31 Business Intelligence in SharePoint 2010 with Business Connectivity Services

External Content Types

    Options for Building BCS Entities

    Installing SharePoint Designer

    Preparing to Build External Content Types

    Defining the External Content Type

    Creating an External Content Type for a Related Item

Consuming External Content Types

    External Lists

    External Data

    Writing to External Content Types

    Business Connectivity Services Web Parts

Summary and Conclusion

Best Practices

9780672333255    TOC    9/21/2010

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