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PROFESSIONAL ShAREPOINt® 2010 AdmINIStRAtION
FOREWORd . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxxi
INtROductION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxxiii
chAPtER 1 What’s New in SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
chAPtER 2 The New and Improved User Experience . . . . . . . . . . . . . . . . . . . . . . . . . .15
chAPtER 3 Architecture and Capacity Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
chAPtER 4 Installing and Configuring SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . 85
chAPtER 5 Upgrading from SharePoint 2007 to SharePoint 2010 . . . . . . . . . . . . . . 113
chAPtER 6 Using the New Central Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
chAPtER 7 Understanding the Service Application Architecture . . . . . . . . . . . . . . 167
chAPtER 8 Securing and Managing Site Content . . . . . . . . . . . . . . . . . . . . . . . . . . . 195
chAPtER 9 Claims-Based Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227
chAPtER 10 Administering SharePoint 2010 with Windows PowerShell . . . . . . . . . 247
chAPtER 11 Managing Navigation and Understanding Governance . . . . . . . . . . . . 283
chAPtER 12 Configuring SharePoint 2010 for High Availability Backups . . . . . . . . 303
chAPtER 13 Using Features and Solution Packages . . . . . . . . . . . . . . . . . . . . . . . . . . 349
chAPtER 14 Configuring and Managing Enterprise Search . . . . . . . . . . . . . . . . . . . . .371
chAPtER 15 Monitoring SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411
chAPtER 16 Managed Metadata Service Applications . . . . . . . . . . . . . . . . . . . . . . . . 445
chAPtER 17 Social Computing and SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . .471
chAPtER 18 Integrating the Office 2010 Clients with SharePoint 2010 . . . . . . . . . . . 511
chAPtER 19 The Office Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551
chAPtER 20 PerformancePoint Services and Business Intelligence . . . . . . . . . . . . . 585
chAPtER 21 New Content Management Capabilities in SharePoint 2010 . . . . . . . . .617
chAPtER 22 Working with SharePoint Designer 2010 . . . . . . . . . . . . . . . . . . . . . . . . . 647
chAPtER 23 Branding SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 683
chAPtER 24 Business Connectivity Services in SharePoint 2010 . . . . . . . . . . . . . . . 723
chAPtER 25 Building Workflows in SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . 745
INdEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 769
Professional
SharePoint® 2010 Administration
Professional
SharePoint® 2010 Administration
Todd Klindt Shane Young
Steve Caravajal
Professional sharePoint® 2010 administration
Published byWiley Publishing, Inc.10475 Crosspoint BoulevardIndianapolis, IN 46256www.wiley.com
Copyright © 2010 by Wiley Publishing, Inc., Indianapolis, Indiana
Published simultaneously in Canada
ISBN: 978-0-470-53333-8ISBN: 978-0-470-91245-4 (ebk)ISBN: 978-0-470-91237-9 (ebk)ISBN: 978-0-470-91236-2 (ebk)
Manufactured in the United States of America
10 9 8 7 6 5 4 3 2 1
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Library of Congress Control Number: 2010926844
Trademarks: Wiley, the Wiley logo, Wrox, the Wrox logo, Programmer to Programmer, and related trade dress are trade-marks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. SharePoint is a registered trademark of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc. is not associated with any product or vendor mentioned in this book.
I’d like to dedicate this book to my wife, Jill.
Without her support, strength, and tolerance for
how crazy book writing makes me, this would have
never been possible. Not only did she put up with
the hours I spent writing this book, and taking care
of our daughter, she was pregnant the whole time,
giving birth a couple of days before I submitted my
last content. Simply amazing. When our children
grow up well adjusted and normal it will be
because of her. Thanks Babe, love you so much.
—Todd
This book is dedicated to Baby Grant. Hi buddy.
You are nine months old as I write these words. I
hope one day you will knock the dust off this book
and read this, but since there is no cow that goes
moo or ghost that says boo it might be a few years
from now. When you do, realize you can be or do
anything you want in life. It just takes hard work
and dedication. Your mother and I love you.
—Shane
To Rosemary; my wife, companion, and friend.
—STeve
AbOut thE AuthORS
tOdd KLINdt has been a professional computer nerd for 15 years, and was an amateur computer nerd before that. After finding out in college that his desire for food and shelter and his abilities at programming were not compatible, he decided to try being an administrator instead. He got his MCSE in 1997 and spent a lot of time taming Windows Server, Exchange Server, and the unlucky SQL Server here and there. In
2002 he was tasked with setting up a web page for his IT department. He couldn’t program, and he couldn’t design with HTML to save his life. He found SharePoint Team Services on an Office XP CD and decided to give it a shot. Turns out SharePoint was just what the doctor ordered. As each version of SharePoint was released, Todd became more and more enamored with it. In 2005 Todd was awarded Microsoft’s MVP award for Windows SharePoint Services. Since then he has written for a couple of SharePoint books, a couple of magazine articles, and had the pleasure of speaking in more places than he can believe. To pay the bills he’s a SharePoint consultant and trainer with SharePoint911. He can be found on Twitter dispensing invaluable SharePoint and relationship advice as @ToddKlindt. For the web 1.0 folks he also has a blog at http://www.toddklindt.com/blog. Todd lives in Ames, Iowa with his lovely wife Jill, their two daughters Lily and Penny, and their two feline masters, Carlos and Louise.
ShANE YOuNg has over 14 years experience architecting and administering large-scale server farms using Microsoft enterprise technologies. For the past six years, he has been working exclusively with SharePoint Products and Technologies as a consultant, author, and trainer. He has architected SharePoint solutions for clients ranging from 20 to 50,000 users. Shane has been awarded the SharePoint Server
MVP designation for five consecutive years. He is also a renowned speaker at national and inter-national Microsoft conferences. He is the author of several of the leading SharePoint 2007 and 2010 SharePoint Training courses, several Microsoft whitepapers, numerous books, and various SharePoint 2010 videos. You can contact Shane on Facebook, LinkedIn, Twitter@ShanesCows, via email at [email protected], his blog at http://msmvps.com/shane or through his company’s website at http://www.SharePoint911.com. Shane lives in Cincinnati, Ohio with his wife Nicola, his son Grant, and their two dogs.
StEvE cARAvAjAL is a Principal Architect with the Microsoft Corporation. Steve has 23+ years experience in technology and product development, consulting, and training. At Microsoft, Steve’s focus includes architecting enterprise solutions that include SharePoint, Office, and custom .NET applications. He has been architect-ing, deploying and customizing SharePoint solutions for over 10 years. He holds
a Bachelor of Science degree in Chemistry and Mathematics, a Doctoral degree in Chemistry and Computer science, and he is an Adjunct Professor at a couple of local universities. Steve has several patents and published articles, speaks at conferences and has written two previous books: SharePoint 2007 and Office Development Expert Solutions, and Inside SharePoint 2007 Administration. He has also written and managed the development of numerous enterprise software applications in C++, Java and .NET.
AbOut thE tEchNIcAL EdItORS
jENNIFER mASON has dedicated the last seven years to working with SharePoint. She started out as an intern focused on SharePoint and eventually began working as a full-time SharePoint consultant. She is currently working as a Senior SharePoint Consultant with the team at SharePoint911. Her focus has been on strategy, project planning, project management, governance, and best practices for implementing business solutions using SharePoint Technologies. She has worked with a range of companies at differ-ent points in the lifecycles of their SharePoint implementation. She is passionate about SharePoint, and loves using the out of the box features to bring immediate ROI to the organization. Jennifer is involved in the SharePoint community and is one of the founding members of the Columbus Ohio SharePoint Users Group. You can learn more about Jennifer by viewing her blog at http://www.sharepoint911.com/blogs/jennifer/default.aspx.
jEFF dEvERtER has been working with SharePoint since 2003, which was early in the “v2” prod-uct line. He has been involved in several disciplines within SharePoint, including System Planning and Architecture, Governance and Taxonomy, end user development, Security Planning and Implementation, and Training.
Jeff is currently the architect of Rackspace Hosting’s SharePoint offering. Before joining Rackspace, Jeff worked with Fortune 100 Financial Services companies including World Savings (Golden West Financial) and USAA (United Services Automobile Association), where he worked as an Enterprise Architect over Collaboration and Enterprise Search.
cREdItS
AcquISItIONS EdItORPaul Reese
PROjEct EdItORSara Shlaer
tEchNIcAL EdItORSJennifer MasonJeff DeVerter
cONtRIbutINg AuthORSBill BaerDarrin BishopChris CaravajalRandy DrisgillRyan KellerJennifer MasonLarry RiemannLaura RogersJohn Ross
PROductION EdItOREric Charbonneau
cOPY EdItORLuann Rouff
EdItORIAL dIREctORRobyn B . Siesky
EdItORIAL mANAgERMary Beth Wakefield
ASSOcIAtE dIREctOR OF mARKEtINgDavid Mayhew
PROductION mANAgERTim Tate
vIcE PRESIdENt ANd ExEcutIvE gROuP PubLIShERRichard Swadley
vIcE PRESIdENt ANd ExEcutIvE PubLIShERBarry Pruett
ASSOcIAtE PubLIShERJim Minatel
PROjEct cOORdINAtOR, cOvERLynsey Stanford
cOmPOSItORCraig Johnson, Happenstance Type-O-Rama
PROOFREAdERSNancy Bell and Beth Prouty
INdExERJohnna VanHoose Dinse
cOvER dESIgNERMichael E . Trent
cOvER ImAgE© Loic Bernard/istockphoto
AcKNOWLEdgmENtS
thANKS AgAIN NIcOLA . You should get some kind of Wife of the Year award as you deal with me writing these darn books or working around the clock to meet some insane deadline. I never under-stood how you did it and now you also manage to take care of our new son Grant as well. Just crazy if you ask me. I love both of you more than you can imagine.
I wasn’t going to call out the dogs, Tyson and Pugsley, but since they are staring at me right now I feel I have to. Thanks boys! You have kept my feet warm all of the long nights it took to get this book out the door.
A big shout out goes to my friends at Microsoft. There are far too many to name but all of you have been part of my 2010 learning curve and I couldn’t have written this book without each of you being along for my journey. I look forward to working with all of you for years to come.
To my fellow authors Todd and Steve: When do we write the next one? HA. Every time we finish one of these things you promise me never again. I will say it now: You guys are liars. So let’s get to work. Next one we will blame on Steve.
I want everyone who reads this to know I think Jennifer Mason is one of the most amazing people I have ever met. She was the primary tech editor on this book and also a contributing author. How she managed to make heads or tails of all the details of SharePoint 2010 we threw at her I will never know. Of course, I still haven’t figured out how she ate donkey meat either, so I guess I will live unknowing. If she ever runs for president be sure to vote for her. Thanks Jen.
To all of the contributors along the way: I owe you a debt of gratitude. Your additions, ideas, reviews, etc. are a huge part of this book and I am guessing it is impossible for me to express my thanks, so I will not even try. You guys were amazing. Jeff, you get a little extra thank you for get-ting those tech edits done overnight during the final push. You must have had a time machine or something; I couldn’t have done it.
Normally I would also thank all of the employees of SharePoint911 for their help, but each of them ended up pitching in to get this book out the door so they got thanked in the previous paragraph. Cannot give them too much praise, it might go to their heads.
To the entire team at Wiley: Thanks for letting me be part of another successful book project.
Last but not least is Sara. You should be nominated for sainthood after seeing this book through. The frantic pace at the end, translating our chapters from rubbish into English, and being patient with our childlike attention spans are your three miracles. Where do I sign you up? Thanks Sara.
I love you little Sparky!
—Shane
xvi
AcKNOWLEdgmENtS
WhAt cAN I SAY thAt ShANE ALREAdY hASN’t? There was a large cast of people who came together to make possible the book you’re holding in your hand, or the e-book that’s on your screen. While Steve, Shane, and I are the pretty faces of the book, the other folks are the show ponies. None of this could have been possible without them.
First I want thanks some friends who helped write chapters. Darrin Bishop was the brains behind the PowerShell chapter. He’s not that bad, for a developer. I also want to send a shout out to Bill Baer for helping with the chapter on high availability. Bill knows more about keeping SharePoint running than I know period. I can only imagine his hat is the secret to his powers.
My fellow SharePoint911ers deserve a round of applause as well. They helped tremendously, picking up the slack when we needed help. Thanks everyone.
Once the chapters were written, the tech editors, Jen and Jeff, had to try to sort out the mess that was sent to them, which was no small feat. Thanks for keeping us honest.
At some point I probably should acknowledge those other jokers whose names follow mine on the cover, Shane and Steve. I can’t believe after having written one book together already we convinced ourselves to do it again. If I’m going to write a book, I want it to be with those yahoos. They’re great to bounce ideas off of, and when my motivation is low, one of them is always ready and will-ing to mock me until I get back into action. Thanks guys. Couldn’t have done it without you. You ready to start our next one yet?
And finally, Sara. Every word Shane wrote about Sara is true. If I get to vote for sainthood, Saint Sara will be a reality. Thanks for your guidance, Sara.
—Todd
WELL, I guESS WE (tOdd, ShANE ANd I) didn’t learn our lesson, and we wrote another book together. Working with these guys is like herding cats, excepts cats are easier. Having said that, I would do it again, but this time I would ask Todd and Shane to actually write something. It’s been great guys; let’s do it again.
Besides these two jokers, our technical editors, Jen and Jeff, deserve a lot of credit for keeping us honest. And a very special thanks to Sara, our editor; she is the person that brought it all together. Suffice it to say that without her this book wouldn’t have happened. Putting up with Shane and Todd is extremely difficult, and Sara handled it well. Needless to say that we were behind schedule most of the time but Sara always provided the encouragement and kick in the pants when we needed it, and in a way that wasn’t as painful as it might have been. So Sara, thank you so much for all your help.
Finally, how can I possibly thank enough the most important person in my life, my wife Rosemary. She always stands beside me, even when I overextend myself and end up being really grumpy. Being together for 33 years seems like only yesterday; I hope she will put up with me for at least 33 more.
—STeve
cONtENtS
Foreword xxxi
IntroductIon xxxiii
WhAt’S NEW IN ShAREPOINt 2010 chAPtER 1: 1
installation 1System Requirements 1
Installation Options 2
Upgrade and Patching Options 3
Central administration 5service applications 7Windows identity foundation and Claims 8Health and Monitoring 8
Health Analyzer 9
Timer Jobs 10
Reporting 10
Managing sharePoint 2010 with Windows Powershell 10Managed accounts 11recovering from Disaster 11The new and improved User experience 12summary 13
thE NEW ANd ImPROvEd uSER ExPERIENcE 1chAPtER 2: 5
Browser support 16Changes to the sharePoint 2010 User interface 17Creating a site 20lists and libraries in sharePoint 2010 21
Creating Lists and Libraries 22
Working with Lists 22
Working with Libraries 26
Columns = Metadata 29
Creating Views 32
Working with sharePoint Pages 39Exploring Edit Mode 40
Working with Web Parts 45
xviii
ConTenTs
Using site Templates in sharePoint 2010 48Multilingual User interface 51
Installation and Configuration of SharePoint 2010 Language Packs 51
Using the Multilingual User Interface 52
summary 58
ARchItEctuRE ANd cAPAcItY PLANNINg 5chAPtER 3: 9
What’s in a name? 60SharePoint Foundation 60
SharePoint Server 2010 61
Search Server 2010 62
Fast Search Server 2010 63
SharePoint Online 63
other servers 64Windows Server 64
Windows Vista and 7 66
SQL Server 66
E-mail Servers 66
Hardware requirements 68Web Servers 69
Application Servers 70
SQL Servers 71
Mixing and Matching Servers 72
Other Hardware Notes 75
Virtualization 76
Terminology 76Controlling Deployments 80
Blocking Rogue Deployments 80
Registering SharePoint Servers in Active Directory 80
HTTP Throttling 80
Large List Throttling 81
summary 83
INStALLINg ANd cONFIguRINg ShAREPOINt 2010 8chAPtER 4: 5
The Prerequisites installer 86running setup.exe 88
Choosing Your Installation Type 89
Using the sharePoint 2010 Wizards 95Configuration Wizard 96
Central Administration Wizard 99
xix
ConTenTs
Central administration Post-setup Configuration 101Outgoing E-Mail 101
Secure Store Service 101
Configuring a Search Schedule 101
Monitoring Drive Space 102
Other Thinking Points 102
step-by-step install 102The Environment 103
The Install 103
Creating something Users Can Use 108Creating a New Managed Account 109
Creating a Web Application 109
Creating a Site Collection 111
Add Users 112
summary 112
uPgRAdINg FROm ShAREPOINt 2007 chAPtER 5: tO ShAREPOINt 2010 113
Upgrade Considerations 113What Can You Upgrade? 114
Unsupported Scenarios 116
Upgrade Best Practices 117
in-Place Upgrade 117Planning Your In-Place Upgrade 117
Performing the In-Place Upgrade 119
In-Place Upgrade Improvements 126
Database attach 128Hybrid Upgrades 132Database attach with aaM redirect 133other Upgrade options 134
Visual Upgrade 134
Mitigating Downtime with Read-Only Databases 137
Patching sharePoint 2010 138summary 140
uSINg thE NEW cENtRAL AdmINIStRAtION 14chAPtER 6: 1
a Quick overview of the new Central administration interface 141first Things first 143
The Farm Configuration Wizard 144
Managed Accounts 144
xx
ConTenTs
Central administration Categories 146Application Management 146
System Settings 150
Monitoring 152
Backup and Restore 155
Security 156
Upgrade and Migration 159
General Application Settings 160
Configuration Wizards 166
summary 166
uNdERStANdINg thE SERvIcE APPLIcAtION chAPtER 7: ARchItEctuRE 167
farewell to the shared services Provider 168service application fundamentals 170
The Connection Structure 170
Connecting across Farms 175
Service Applications As a Framework 176
service application administration 177Creating a New Instance of a Service Application 177
Using the Ribbon to Manage Service Applications 179
Managing Service Application Groups 182
Multi-Tenancy in sharePoint 2010 188Segmentation of Data and Processing 188
Creating a Site Subscription 190
Multi-Tenant Use Cases 191
Partitioning in the Enterprise 191
summary 193
SEcuRINg ANd mANAgINg SItE cONtENt 19chAPtER 8: 5
reviewing the Terminology 196administration Hierarchy in sharePoint 2010 197
Server or Server Farm Administrators 197
Service Application Administrators 199
Site Collection Administrators 199
Site Administration 201
Administration Beneath the Site Level 201
Understanding Permissions 201
xxi
ConTenTs
Permission levels 205Creating a New Permission Level Based on an Existing Permission Level 208
Creating a Permission Level from Scratch 209
Editing an Existing Permission Level 210
Deleting a Permission Level 211
security Groups 211SharePoint Security Groups 212
Active Directory Groups 218
SharePoint Security Groups versus Active Directory Groups 218
Special Groups and Authentication Options 218
Granting Permissions 220Granting Access to a Top-Level Site 220
Breaking Inheritance and Granting User Access 222
Editing User Access 223
Managing Access Requests 223
Web application Policy 224summary 225
cLAImS-bASEd AuthENtIcAtION 22chAPtER 9: 7
Claims-Based identity 227User Access Challenge 228
User Information Storage Challenge 228
Solution 228
Using Claims Identity for Authentication 229
sharePoint authentication options 231Classic Mode 231
Claims-Based 232
Creating Claims-Based Web applications 232Configuring CBA with Windows Authentication 232
Configuring Anonymous Access 235
Converting to CBA from CMA 237
Configuring Forms-Based Authentication 238
summary 246
AdmINIStERINg ShAREPOINt 2010 WIth WINdOWS chAPtER 10: POWERShELL 247
introduction to Windows Powershell 248Microsoft sharePoint 2010 Management shell and other Hosts 248
Microsoft SharePoint 2010 Management Shell 248
Using Other Windows PowerShell Hosts 249
xxii
ConTenTs
Commands 252Cmdlets 252
Functions 252
Scripts 253
Native Commands 253
Basic Powershell 253Listing the SharePoint Commands 254
PowerShell Help 255
PowerShell Variables 255
PowerShell Pipeline 258
Controlling Output 259
Using sharePoint Commands 261Working with the Farm 261
Retrieving Farm Configuration Information 264
Working with Web Applications 264
Working with Site Collections 268
Working with Webs 273
Working with Objects below the Web Level 275
Disposing of SharePoint Variables 279
summary 281
mANAgINg NAvIgAtION ANd uNdERStANdINg chAPtER 11: gOvERNANcE 283
navigation 284Understanding the Different Types of Navigation 284
Bread Crumbs 285
Portal Site Connection 286
Tree View 286
Team Site Navigation 287
Publishing Site Navigation 291
Workspace Navigation 293
Next Steps 293
sharePoint Governance 294What Is Governance? 294
Getting Started with Governance 294
Governance Team 295
Defining Policies and Procedures 296
Infrastructure 298
Information Architecture 298
Development and Customization 299
Support and Availability 300
Selling the Need for Governance 300
summary 301
xxiii
ConTenTs
cONFIguRINg ShAREPOINt 2010 chAPtER 12: FOR hIgh AvAILAbILItY bAcKuPS 303
Determining Your Business requirements 303Content recovery 305
About SQL Server Snapshots 306
Content Storage Overview 306
The Recycle Bin 306
Versioning 310
Exporting and Importing Sites, Lists, and Libraries 312
Backing Up and Restoring Site Collections 318
Restoring Content with Unattached Content Database Data Recovery 321
Disaster recovery 324Backup and Restore for Disaster Recovery 325
Backing Up and Restoring Content Databases 326
Backing Up and Restoring Service Applications 334
Backing Up and Restoring a Farm 335
Backing Up and Restoring Configuration Settings 337
Warm Standby Solutions 340
High availability 341Load Balancing 341
SQL Server Database Mirroring 341
Failover Clustering 344
Read-Only Mode 344
HTTP Request Monitoring and Throttling 345
Gradual Site Delete 347
summary 348
uSINg FEAtuRES ANd SOLutION PAcKAgES 34chAPtER 13: 9
Using sharePoint 2010 features 350Defining Scope 350
Activating and Deactivating Features 351
Managing Features 351
Creating a Feature 356
solutions 359Managing Farm Solutions 359
Managing Sandbox Solutions 365
Creating Solutions 365
summary 369
xxiv
ConTenTs
cONFIguRINg ANd mANAgINg ENtERPRISE SEARch 37chAPtER 14: 1
The Different Versions of search 372sharePoint foundation search 372
Setting Up Foundation Search 373
Search Results 375
User Interface Features 377
Site Search Administration 377
sharePoint server and search server 378Search Server versus SharePoint Server 378
Configuration and Scale 379
Adding a Server to the Search Topology 381
Scaling Up with Crawl Databases 384
The Search UI 390
Search Administration 395
Other Search Features 406
fasT search 408Thumbnails 409
Scrolling Preview 409
Similar Results 409
User Context 409
Visual Best Bets 409
Promote/Demote Documents 410
summary 410
mONItORINg ShAREPOINt 2010 41chAPtER 15: 1
Unified logging service 411Trace Logs 412
Correlation IDs 417
Developer Dashboard 419
Logging Database 420
Health Analyzer 431
Timer Jobs 436
summary 443
mANAgEd mEtAdAtA SERvIcE APPLIcAtIONS 44chAPtER 16: 5
advantages of the Managed Metadata service 446new Managed Metadata service features 446
Column Types 447
Content Types 447
Filtering 448
xxv
ConTenTs
Getting started with the Managed Metadata service 448The Service Applications Architecture 448
Configuring Managed Metadata Services 448
Connecting to a Web Application 452
Managed Metadata services 452Getting Started with Managed Metadata 452
Using Managed Metadata in Sites 456
Column-Specific Term Sets 459
Key Usability Features 459
Metadata Navigation 461
Content Types 463Creating and Publishing Content Types 465
summary 469
SOcIAL cOmPutINg ANd ShAREPOINt 2010 47chAPtER 17: 1
The User Profile service application 472User Profiles and Properties 472
Synchronization 477
Organizations 479
Audiences 479
Tags and notes 484Tagging 484
The Note Board 486
Tag Profiles 487
My sites 488Setting Up My Sites 488
My Sites User Experience 493
Wikis and Blogs 501Wikis 501
Blogs 502
ratings 505Turning on Ratings 505
The Ratings Timer Job 505
outlook 2010 social Connector 506People search 507
People Search Configuration 507
Performing a People Search 507
The People Search Results Page 508
summary 509
xxvi
ConTenTs
INtEgRAtINg thE OFFIcE 2010 cLIENtS WIth chAPtER 18: ShAREPOINt 2010 511
office 2010 application Commonalities 512Connecting to SharePoint from within Microsoft Office 2010 Applications 512
Connecting to Office 2010 from SharePoint 2010 517
integrating sharePoint 2010 with Word 2010 519Comparing Document Versions 519
Document Barcodes 520
Quick Parts 520
Blogging in Microsoft Word 521
integrating sharePoint 2010 with excel 522Importing Spreadsheets into SharePoint 522
Exporting to Excel 524
Chart Web Part 525
Publishing to Excel Services 525
Excel Web Access Web Part 525
integrating sharePoint 2010 with PowerPoint 525Slide Libraries 526
Broadcasting Slide Shows 526
PowerPoint Service Application 527
integrating sharePoint 2010 with outlook 527Managing SharePoint Alerts 528
SharePoint Lists and Libraries 528
Calendars and Meetings 529
integrating sharePoint 2010 with infoPath 530InfoPath Forms Services in Central Administration 531
InfoPath Form Web Part 532
Customizing the Document Information Panel 533
Customizing SharePoint List Forms 534
integrating sharePoint 2010 with Microsoft Visio 536Visio Graphics Service Configuration 536
Visio Web Access Web Part 536
integrating sharePoint 2010 with onenote 537integration with access 2010 and access services 538
SharePoint Data As a Table 538
Access Services 540
sharePoint 2010 Workspace 543Publishing links to office Client applications 545Managing office 2010 and sharePoint through Group Policy 546summary 549
xxvii
ConTenTs
thE OFFIcE WEb APPLIcAtIONS 55chAPtER 19: 1
oWa overview 551Web Technology Utilized by OWA 552
Accessibility Features 553
Architecture 554
Deployment 554Installing SharePoint 2010 Server and Preparing for OWA 555
Service Activation 557
Feature Activation 558
oWa installation 558Single-Server Farm Install 558
Multiple-Server Farm Install 579
oWa Powershell activation 579summary 584
PERFORmANcEPOINt SERvIcES ANd buSINESS chAPtER 20: INtELLIgENcE 585
PPs features and Terminology 586PPs installation and Configuration 587
PerformancePoint Service Application and Proxy 588
Secure Store Service Application and Proxy 594
Installing the Business Intelligence Center Website 597
Installing PerformancePoint Dashboard Designer 600
introduction to Dashboard Designer 601Creating an Analytic Chart Report and Dashboard 603
Reusing Designer Objects 608
Promoting PerformancePoint Objects across Environments 609
importing PerformancePoint server 2007 Content to PerformancePoint services 2010 612
Planning 612
Dashboard Designer Tasks and Necessary Permissions 613
Preparation before Running the Wizard 613
Using the Import Wizard 614
summary 616
NEW cONtENt mANAgEmENt cAPAbILItIES IN chAPtER 21: ShAREPOINt 2010 617
Managed Metadata 618SharePoint 2010 Metadata Service and Enterprise Content Types 618
Establishing the “Right” Metadata 619
xxviii
ConTenTs
Document sets 621Configuring and Creating Document Sets 622
Customizing the Document Set 628
Document iD service and iDs 629Configuring the Document ID Service 630
Content organizer 635Configuring the Content Organizer 635
summary 646
WORKINg WIth ShAREPOINt dESIgNER 2010 64chAPtER 22: 7
Who should Use sharePoint Designer? 648introduction to sharePoint Designer 2010 649
Requirements for Using SPD 2010 649
overview of the new UX 650Bread Crumbs, Tabs, and Navigation 653
The File Tab 654
Checking and Changing the Current User 654
restricting access to sharePoint Designer 655What Can You Do with sharePoint Designer 2010? 658
Data Sources 658
Views and Forms 664
Workflows 670
Branding 677
summary 681
bRANdINg ShAREPOINt 2010 68chAPtER 23: 3
What is Branding? 683Understanding Your requirements 684sharePoint Versions and Publishing 684
Creating a Publishing Site Collection 685
Activating Publishing on a Team Site Collection 687
Changing the Welcome Page on a Site Collection 689
Types of sharePoint sites: internet versus intranet 690Branding Basics for sharePoint 2010 694
Themes 695
Master Pages 703
Page Layouts 710
Cascading Style Sheets 713
Where to Find Branding Features 714
xxix
ConTenTs
Customization and Solution Packages 716
Controlling Access to Branding in SharePoint 717
summary 721
buSINESS cONNEctIvItY SERvIcES IN chAPtER 24: ShAREPOINt 2010 723
Capability overview 724architecture 726
Service Applications 726
Connectors and the Connector Framework 728
BDC Client and Server Runtime 728
External Content Types 729
Security 730
Creating a BCs solution 731Creating an External Content Type 732
Creating an External List 738
service applications That Use BCs 741Search Service 741
User Profile Service 742
Design Considerations for BCs solutions 742Upgrading the Business Data Catalog to BCs 743summary 744
buILdINg WORKFLOWS IN ShAREPOINt 2010 74chAPtER 25: 5
Why Use Workflow? 746Windows Workflow foundation 746Workflow Basics 747
Terminology 747
Workflow Association Types 748
Using the Ribbon 748
Workflow Initialization 750
Configuring Workflows Using the Browser 751Out-of-the-Box Templates 751
Microsoft Office 2010 Integration 753
Creating a SharePoint 2010 Workflow for a Real World Scenario 753
Editing/Deleting Workflows 757