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Microsoft SharePoint 2010 Unleashed

by: Michael Noel, Colin Spence

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On-line Price: TBAPaperbackpackage, 984

Retail Price: TBA

Publisher: SAMS,30.11.10

Category: Sharepoint 2010 Level:

ISBN: 0672333252
ISBN13: 9780672333255

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THIS ITEM HAS GONE OUT OF PRINT. FOR 'SharePoint 2013 Unleashed', PLEASE PERFORM A NEW SEARCH USING THE FOLLOWING ISBN13: 9780672337338

A thorough revision of the bestselling book on SharePoint, Microsoft's increasingly popular set of collaboration technologies.


# SharePoint makes it easier for people to collaborate online, and is poised to explode in usage with the 2010 version
# Contains all the information an administrator needs to know to set up and manage SharePoint
# Fully updated for all the new features of SharePoint 2010, and tested against the final release code
# Previous editions have been bestsellers



Table of Contents

top


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

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  9/21/2010



About the Authors

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Michael Noel, MS-MVP, MCITP, is an internationally recognized technology expert, bestselling author, and well-known public speaker on a broad range of IT topics. He has authored 17 major industry books that have been translated into more than a dozen languages worldwide. Significant titles include SharePoint 2007 Unleashed, Exchange Server 2010 Unleashed, Windows Server 2008 R2 Unleashed, Forefront Unleashed, and many more. Currently a partner at Convergent Computing (www.cco.com) in the San Francisco Bay area, Michael's writings and extensive public speaking experience across six continents leverage his real-world expertise helping organizations realize business value from information technology infrastructure.

Colin Spence, MCP, MCTS SharePoint, is a partner at Convergent Computing (www.cco.com) and has worked with SharePoint technologies for nearly a decade. He has worked with hundreds of clients architecting, implementing, configuring, and supporting SharePoint solutions that meet their unique business requirements. Colin has authored several bestselling books on SharePoint products for the Sams Publishing Unleashedseries, including SharePoint 2003, 2007, and now 2010. He contributes to numerous blogs and publications and speaks regularly on SharePoint technologies