Microsoft SharePoint 2010 Unleashed
Published on 21. October 2010
Book
Paperback/Softback
1008 pages
978-0-672-33325-5 (ISBN)
Description
Microsoft (R) 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
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
More details
Persons
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.
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.
Content
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
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