PROFESSIONAL ShAREPOINt® 2010 AdmINIStRAtION

FOREWORd . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxxi

INtROductION . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxxiii

chAPtER 1 What’s New in SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

chAPtER 2 The New and Improved User Experience . . . . . . . . . . . . . . . . . . . . . . . . . .15

chAPtER 3 Architecture and Capacity Planning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59

chAPtER 4 Installing and Configuring SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . 85

chAPtER 5 Upgrading from SharePoint 2007 to SharePoint 2010 . . . . . . . . . . . . . . 113

chAPtER 6 Using the New Central Administration . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141

chAPtER 7 Understanding the Service Application Architecture . . . . . . . . . . . . . . 167

chAPtER 8 Securing and Managing Site Content . . . . . . . . . . . . . . . . . . . . . . . . . . . 195

chAPtER 9 Claims-Based Authentication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 227

chAPtER 10 Administering SharePoint 2010 with Windows PowerShell . . . . . . . . . 247

chAPtER 11 Managing Navigation and Understanding Governance . . . . . . . . . . . . 283

chAPtER 12 Configuring SharePoint 2010 for High Availability Backups . . . . . . . . 303

chAPtER 13 Using Features and Solution Packages . . . . . . . . . . . . . . . . . . . . . . . . . . 349

chAPtER 14 Configuring and Managing Enterprise Search . . . . . . . . . . . . . . . . . . . . .371

chAPtER 15 Monitoring SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 411

chAPtER 16 Managed Metadata Service Applications . . . . . . . . . . . . . . . . . . . . . . . . 445

chAPtER 17 Social Computing and SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . .471

chAPtER 18 Integrating the Office 2010 Clients with SharePoint 2010 . . . . . . . . . . . 511

chAPtER 19 The Office Web Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 551

chAPtER 20 PerformancePoint Services and Business Intelligence . . . . . . . . . . . . . 585

chAPtER 21 New Content Management Capabilities in SharePoint 2010 . . . . . . . . .617

chAPtER 22 Working with SharePoint Designer 2010 . . . . . . . . . . . . . . . . . . . . . . . . . 647

chAPtER 23 Branding SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 683

chAPtER 24 Business Connectivity Services in SharePoint 2010 . . . . . . . . . . . . . . . 723

chAPtER 25 Building Workflows in SharePoint 2010 . . . . . . . . . . . . . . . . . . . . . . . . . . 745

INdEx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 769

Professional

SharePoint® 2010 Administration

Professional

SharePoint® 2010 Administration

Todd Klindt Shane Young

Steve Caravajal

Professional sharePoint® 2010 administration

Published byWiley Publishing, Inc.10475 Crosspoint BoulevardIndianapolis, IN 46256www.wiley.com

Copyright © 2010 by Wiley Publishing, Inc., Indianapolis, Indiana

Published simultaneously in Canada

ISBN: 978-0-470-53333-8ISBN: 978-0-470-91245-4 (ebk)ISBN: 978-0-470-91237-9 (ebk)ISBN: 978-0-470-91236-2 (ebk)

Manufactured in the United States of America

10 9 8 7 6 5 4 3 2 1

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Limit of Liability/Disclaimer of Warranty: The publisher and the author make no representations or warranties with respect to the accuracy or completeness of the contents of this work and specifically disclaim all warranties, including without limitation warranties of fitness for a particular purpose. No warranty may be created or extended by sales or pro-motional materials. The advice and strategies contained herein may not be suitable for every situation. This work is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services. If professional assistance is required, the services of a competent professional person should be sought. Neither the pub-lisher nor the author shall be liable for damages arising herefrom. The fact that an organization or Web site is referred to in this work as a citation and/or a potential source of further information does not mean that the author or the publisher endorses the information the organization or Web site may provide or recommendations it may make. Further, readers should be aware that Internet Web sites listed in this work may have changed or disappeared between when this work was written and when it is read.

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Trademarks: Wiley, the Wiley logo, Wrox, the Wrox logo, Programmer to Programmer, and related trade dress are trade-marks or registered trademarks of John Wiley & Sons, Inc. and/or its affiliates, in the United States and other countries, and may not be used without written permission. SharePoint is a registered trademark of Microsoft Corporation in the United States and/or other countries. All other trademarks are the property of their respective owners. Wiley Publishing, Inc. is not associated with any product or vendor mentioned in this book.

I’d like to dedicate this book to my wife, Jill.

Without her support, strength, and tolerance for

how crazy book writing makes me, this would have

never been possible. Not only did she put up with

the hours I spent writing this book, and taking care

of our daughter, she was pregnant the whole time,

giving birth a couple of days before I submitted my

last content. Simply amazing. When our children

grow up well adjusted and normal it will be

because of her. Thanks Babe, love you so much.

—Todd

This book is dedicated to Baby Grant. Hi buddy.

You are nine months old as I write these words. I

hope one day you will knock the dust off this book

and read this, but since there is no cow that goes

moo or ghost that says boo it might be a few years

from now. When you do, realize you can be or do

anything you want in life. It just takes hard work

and dedication. Your mother and I love you.

—Shane

To Rosemary; my wife, companion, and friend.

—STeve

AbOut thE AuthORS

tOdd KLINdt has been a professional computer nerd for 15 years, and was an amateur computer nerd before that. After finding out in college that his desire for food and shelter and his abilities at programming were not compatible, he decided to try being an administrator instead. He got his MCSE in 1997 and spent a lot of time taming Windows Server, Exchange Server, and the unlucky SQL Server here and there. In

2002 he was tasked with setting up a web page for his IT department. He couldn’t program, and he couldn’t design with HTML to save his life. He found SharePoint Team Services on an Office XP CD and decided to give it a shot. Turns out SharePoint was just what the doctor ordered. As each version of SharePoint was released, Todd became more and more enamored with it. In 2005 Todd was awarded Microsoft’s MVP award for Windows SharePoint Services. Since then he has written for a couple of SharePoint books, a couple of magazine articles, and had the pleasure of speaking in more places than he can believe. To pay the bills he’s a SharePoint consultant and trainer with SharePoint911. He can be found on Twitter dispensing invaluable SharePoint and relationship advice as @ToddKlindt. For the web 1.0 folks he also has a blog at http://www.toddklindt.com/blog. Todd lives in Ames, Iowa with his lovely wife Jill, their two daughters Lily and Penny, and their two feline masters, Carlos and Louise.

ShANE YOuNg has over 14 years experience architecting and administering large-scale server farms using Microsoft enterprise technologies. For the past six years, he has been working exclusively with SharePoint Products and Technologies as a consultant, author, and trainer. He has architected SharePoint solutions for clients ranging from 20 to 50,000 users. Shane has been awarded the SharePoint Server

MVP designation for five consecutive years. He is also a renowned speaker at national and inter-national Microsoft conferences. He is the author of several of the leading SharePoint 2007 and 2010 SharePoint Training courses, several Microsoft whitepapers, numerous books, and various SharePoint 2010 videos. You can contact Shane on Facebook, LinkedIn, Twitter@ShanesCows, via email at shane@sharepoint911.com, his blog at http://msmvps.com/shane or through his company’s website at http://www.SharePoint911.com. Shane lives in Cincinnati, Ohio with his wife Nicola, his son Grant, and their two dogs.

StEvE cARAvAjAL is a Principal Architect with the Microsoft Corporation. Steve has 23+ years experience in technology and product development, consulting, and training. At Microsoft, Steve’s focus includes architecting enterprise solutions that include SharePoint, Office, and custom .NET applications. He has been architect-ing, deploying and customizing SharePoint solutions for over 10 years. He holds

a Bachelor of Science degree in Chemistry and Mathematics, a Doctoral degree in Chemistry and Computer science, and he is an Adjunct Professor at a couple of local universities. Steve has several patents and published articles, speaks at conferences and has written two previous books: SharePoint 2007 and Office Development Expert Solutions, and Inside SharePoint 2007 Administration. He has also written and managed the development of numerous enterprise software applications in C++, Java and .NET.

AbOut thE tEchNIcAL EdItORS

jENNIFER mASON has dedicated the last seven years to working with SharePoint. She started out as an intern focused on SharePoint and eventually began working as a full-time SharePoint consultant. She is currently working as a Senior SharePoint Consultant with the team at SharePoint911. Her focus has been on strategy, project planning, project management, governance, and best practices for implementing business solutions using SharePoint Technologies. She has worked with a range of companies at differ-ent points in the lifecycles of their SharePoint implementation. She is passionate about SharePoint, and loves using the out of the box features to bring immediate ROI to the organization. Jennifer is involved in the SharePoint community and is one of the founding members of the Columbus Ohio SharePoint Users Group. You can learn more about Jennifer by viewing her blog at http://www.sharepoint911.com/blogs/jennifer/default.aspx.

jEFF dEvERtER has been working with SharePoint since 2003, which was early in the “v2” prod-uct line. He has been involved in several disciplines within SharePoint, including System Planning and Architecture, Governance and Taxonomy, end user development, Security Planning and Implementation, and Training.

Jeff is currently the architect of Rackspace Hosting’s SharePoint offering. Before joining Rackspace, Jeff worked with Fortune 100 Financial Services companies including World Savings (Golden West Financial) and USAA (United Services Automobile Association), where he worked as an Enterprise Architect over Collaboration and Enterprise Search.

cREdItS

AcquISItIONS EdItORPaul Reese

PROjEct EdItORSara Shlaer

tEchNIcAL EdItORSJennifer MasonJeff DeVerter

cONtRIbutINg AuthORSBill BaerDarrin BishopChris CaravajalRandy DrisgillRyan KellerJennifer MasonLarry RiemannLaura RogersJohn Ross

PROductION EdItOREric Charbonneau

cOPY EdItORLuann Rouff

EdItORIAL dIREctORRobyn B . Siesky

EdItORIAL mANAgERMary Beth Wakefield

ASSOcIAtE dIREctOR OF mARKEtINgDavid Mayhew

PROductION mANAgERTim Tate

vIcE PRESIdENt ANd ExEcutIvE gROuP PubLIShERRichard Swadley

vIcE PRESIdENt ANd ExEcutIvE PubLIShERBarry Pruett

ASSOcIAtE PubLIShERJim Minatel

PROjEct cOORdINAtOR, cOvERLynsey Stanford

cOmPOSItORCraig Johnson, Happenstance Type-O-Rama

PROOFREAdERSNancy Bell and Beth Prouty

INdExERJohnna VanHoose Dinse

cOvER dESIgNERMichael E . Trent

cOvER ImAgE© Loic Bernard/istockphoto

AcKNOWLEdgmENtS

thANKS AgAIN NIcOLA . You should get some kind of Wife of the Year award as you deal with me writing these darn books or working around the clock to meet some insane deadline. I never under-stood how you did it and now you also manage to take care of our new son Grant as well. Just crazy if you ask me. I love both of you more than you can imagine.

I wasn’t going to call out the dogs, Tyson and Pugsley, but since they are staring at me right now I feel I have to. Thanks boys! You have kept my feet warm all of the long nights it took to get this book out the door.

A big shout out goes to my friends at Microsoft. There are far too many to name but all of you have been part of my 2010 learning curve and I couldn’t have written this book without each of you being along for my journey. I look forward to working with all of you for years to come.

To my fellow authors Todd and Steve: When do we write the next one? HA. Every time we finish one of these things you promise me never again. I will say it now: You guys are liars. So let’s get to work. Next one we will blame on Steve.

I want everyone who reads this to know I think Jennifer Mason is one of the most amazing people I have ever met. She was the primary tech editor on this book and also a contributing author. How she managed to make heads or tails of all the details of SharePoint 2010 we threw at her I will never know. Of course, I still haven’t figured out how she ate donkey meat either, so I guess I will live unknowing. If she ever runs for president be sure to vote for her. Thanks Jen.

To all of the contributors along the way: I owe you a debt of gratitude. Your additions, ideas, reviews, etc. are a huge part of this book and I am guessing it is impossible for me to express my thanks, so I will not even try. You guys were amazing. Jeff, you get a little extra thank you for get-ting those tech edits done overnight during the final push. You must have had a time machine or something; I couldn’t have done it.

Normally I would also thank all of the employees of SharePoint911 for their help, but each of them ended up pitching in to get this book out the door so they got thanked in the previous paragraph. Cannot give them too much praise, it might go to their heads.

To the entire team at Wiley: Thanks for letting me be part of another successful book project.

Last but not least is Sara. You should be nominated for sainthood after seeing this book through. The frantic pace at the end, translating our chapters from rubbish into English, and being patient with our childlike attention spans are your three miracles. Where do I sign you up? Thanks Sara.

I love you little Sparky!

—Shane

xvi

AcKNOWLEdgmENtS

WhAt cAN I SAY thAt ShANE ALREAdY hASN’t? There was a large cast of people who came together to make possible the book you’re holding in your hand, or the e-book that’s on your screen. While Steve, Shane, and I are the pretty faces of the book, the other folks are the show ponies. None of this could have been possible without them.

First I want thanks some friends who helped write chapters. Darrin Bishop was the brains behind the PowerShell chapter. He’s not that bad, for a developer. I also want to send a shout out to Bill Baer for helping with the chapter on high availability. Bill knows more about keeping SharePoint running than I know period. I can only imagine his hat is the secret to his powers.

My fellow SharePoint911ers deserve a round of applause as well. They helped tremendously, picking up the slack when we needed help. Thanks everyone.

Once the chapters were written, the tech editors, Jen and Jeff, had to try to sort out the mess that was sent to them, which was no small feat. Thanks for keeping us honest.

At some point I probably should acknowledge those other jokers whose names follow mine on the cover, Shane and Steve. I can’t believe after having written one book together already we convinced ourselves to do it again. If I’m going to write a book, I want it to be with those yahoos. They’re great to bounce ideas off of, and when my motivation is low, one of them is always ready and will-ing to mock me until I get back into action. Thanks guys. Couldn’t have done it without you. You ready to start our next one yet?

And finally, Sara. Every word Shane wrote about Sara is true. If I get to vote for sainthood, Saint Sara will be a reality. Thanks for your guidance, Sara.

—Todd

WELL, I guESS WE (tOdd, ShANE ANd I) didn’t learn our lesson, and we wrote another book together. Working with these guys is like herding cats, excepts cats are easier. Having said that, I would do it again, but this time I would ask Todd and Shane to actually write something. It’s been great guys; let’s do it again.

Besides these two jokers, our technical editors, Jen and Jeff, deserve a lot of credit for keeping us honest. And a very special thanks to Sara, our editor; she is the person that brought it all together. Suffice it to say that without her this book wouldn’t have happened. Putting up with Shane and Todd is extremely difficult, and Sara handled it well. Needless to say that we were behind schedule most of the time but Sara always provided the encouragement and kick in the pants when we needed it, and in a way that wasn’t as painful as it might have been. So Sara, thank you so much for all your help.

Finally, how can I possibly thank enough the most important person in my life, my wife Rosemary. She always stands beside me, even when I overextend myself and end up being really grumpy. Being together for 33 years seems like only yesterday; I hope she will put up with me for at least 33 more.

—STeve

cONtENtS

Foreword xxxi

IntroductIon xxxiii

WhAt’S NEW IN ShAREPOINt 2010 chAPtER 1: 1

installation 1System Requirements 1

Installation Options 2

Upgrade and Patching Options 3

Central administration 5service applications 7Windows identity foundation and Claims 8Health and Monitoring 8

Health Analyzer 9

Timer Jobs 10

Reporting 10

Managing sharePoint 2010 with Windows Powershell 10Managed accounts 11recovering from Disaster 11The new and improved User experience 12summary 13

thE NEW ANd ImPROvEd uSER ExPERIENcE 1chAPtER 2: 5

Browser support 16Changes to the sharePoint 2010 User interface 17Creating a site 20lists and libraries in sharePoint 2010 21

Creating Lists and Libraries 22

Working with Lists 22

Working with Libraries 26

Columns = Metadata 29

Creating Views 32

Working with sharePoint Pages 39Exploring Edit Mode 40

Working with Web Parts 45

xviii

ConTenTs

Using site Templates in sharePoint 2010 48Multilingual User interface 51

Installation and Configuration of SharePoint 2010 Language Packs 51

Using the Multilingual User Interface 52

summary 58

ARchItEctuRE ANd cAPAcItY PLANNINg 5chAPtER 3: 9

What’s in a name? 60SharePoint Foundation 60

SharePoint Server 2010 61

Search Server 2010 62

Fast Search Server 2010 63

SharePoint Online 63

other servers 64Windows Server 64

Windows Vista and 7 66

SQL Server 66

E-mail Servers 66

Hardware requirements 68Web Servers 69

Application Servers 70

SQL Servers 71

Mixing and Matching Servers 72

Other Hardware Notes 75

Virtualization 76

Terminology 76Controlling Deployments 80

Blocking Rogue Deployments 80

Registering SharePoint Servers in Active Directory 80

HTTP Throttling 80

Large List Throttling 81

summary 83

INStALLINg ANd cONFIguRINg ShAREPOINt 2010 8chAPtER 4: 5

The Prerequisites installer 86running setup.exe 88

Choosing Your Installation Type 89

Using the sharePoint 2010 Wizards 95Configuration Wizard 96

Central Administration Wizard 99

xix

ConTenTs

Central administration Post-setup Configuration 101Outgoing E-Mail 101

Secure Store Service 101

Configuring a Search Schedule 101

Monitoring Drive Space 102

Other Thinking Points 102

step-by-step install 102The Environment 103

The Install 103

Creating something Users Can Use 108Creating a New Managed Account 109

Creating a Web Application 109

Creating a Site Collection 111

Add Users 112

summary 112

uPgRAdINg FROm ShAREPOINt 2007 chAPtER 5: tO ShAREPOINt 2010 113

Upgrade Considerations 113What Can You Upgrade? 114

Unsupported Scenarios 116

Upgrade Best Practices 117

in-Place Upgrade 117Planning Your In-Place Upgrade 117

Performing the In-Place Upgrade 119

In-Place Upgrade Improvements 126

Database attach 128Hybrid Upgrades 132Database attach with aaM redirect 133other Upgrade options 134

Visual Upgrade 134

Mitigating Downtime with Read-Only Databases 137

Patching sharePoint 2010 138summary 140

uSINg thE NEW cENtRAL AdmINIStRAtION 14chAPtER 6: 1

a Quick overview of the new Central administration interface 141first Things first 143

The Farm Configuration Wizard 144

Managed Accounts 144

xx

ConTenTs

Central administration Categories 146Application Management 146

System Settings 150

Monitoring 152

Backup and Restore 155

Security 156

Upgrade and Migration 159

General Application Settings 160

Configuration Wizards 166

summary 166

uNdERStANdINg thE SERvIcE APPLIcAtION chAPtER 7: ARchItEctuRE 167

farewell to the shared services Provider 168service application fundamentals 170

The Connection Structure 170

Connecting across Farms 175

Service Applications As a Framework 176

service application administration 177Creating a New Instance of a Service Application 177

Using the Ribbon to Manage Service Applications 179

Managing Service Application Groups 182

Multi-Tenancy in sharePoint 2010 188Segmentation of Data and Processing 188

Creating a Site Subscription 190

Multi-Tenant Use Cases 191

Partitioning in the Enterprise 191

summary 193

SEcuRINg ANd mANAgINg SItE cONtENt 19chAPtER 8: 5

reviewing the Terminology 196administration Hierarchy in sharePoint 2010 197

Server or Server Farm Administrators 197

Service Application Administrators 199

Site Collection Administrators 199

Site Administration 201

Administration Beneath the Site Level 201

Understanding Permissions 201

xxi

ConTenTs

Permission levels 205Creating a New Permission Level Based on an Existing Permission Level 208

Creating a Permission Level from Scratch 209

Editing an Existing Permission Level 210

Deleting a Permission Level 211

security Groups 211SharePoint Security Groups 212

Active Directory Groups 218

SharePoint Security Groups versus Active Directory Groups 218

Special Groups and Authentication Options 218

Granting Permissions 220Granting Access to a Top-Level Site 220

Breaking Inheritance and Granting User Access 222

Editing User Access 223

Managing Access Requests 223

Web application Policy 224summary 225

cLAImS-bASEd AuthENtIcAtION 22chAPtER 9: 7

Claims-Based identity 227User Access Challenge 228

User Information Storage Challenge 228

Solution 228

Using Claims Identity for Authentication 229

sharePoint authentication options 231Classic Mode 231

Claims-Based 232

Creating Claims-Based Web applications 232Configuring CBA with Windows Authentication 232

Configuring Anonymous Access 235

Converting to CBA from CMA 237

Configuring Forms-Based Authentication 238

summary 246

AdmINIStERINg ShAREPOINt 2010 WIth WINdOWS chAPtER 10: POWERShELL 247

introduction to Windows Powershell 248Microsoft sharePoint 2010 Management shell and other Hosts 248

Microsoft SharePoint 2010 Management Shell 248

Using Other Windows PowerShell Hosts 249

xxii

ConTenTs

Commands 252Cmdlets 252

Functions 252

Scripts 253

Native Commands 253

Basic Powershell 253Listing the SharePoint Commands 254

PowerShell Help 255

PowerShell Variables 255

PowerShell Pipeline 258

Controlling Output 259

Using sharePoint Commands 261Working with the Farm 261

Retrieving Farm Configuration Information 264

Working with Web Applications 264

Working with Site Collections 268

Working with Webs 273

Working with Objects below the Web Level 275

Disposing of SharePoint Variables 279

summary 281

mANAgINg NAvIgAtION ANd uNdERStANdINg chAPtER 11: gOvERNANcE 283

navigation 284Understanding the Different Types of Navigation 284

Bread Crumbs 285

Portal Site Connection 286

Tree View 286

Team Site Navigation 287

Publishing Site Navigation 291

Workspace Navigation 293

Next Steps 293

sharePoint Governance 294What Is Governance? 294

Getting Started with Governance 294

Governance Team 295

Defining Policies and Procedures 296

Infrastructure 298

Information Architecture 298

Development and Customization 299

Support and Availability 300

Selling the Need for Governance 300

summary 301

xxiii

ConTenTs

cONFIguRINg ShAREPOINt 2010 chAPtER 12: FOR hIgh AvAILAbILItY bAcKuPS 303

Determining Your Business requirements 303Content recovery 305

About SQL Server Snapshots 306

Content Storage Overview 306

The Recycle Bin 306

Versioning 310

Exporting and Importing Sites, Lists, and Libraries 312

Backing Up and Restoring Site Collections 318

Restoring Content with Unattached Content Database Data Recovery 321

Disaster recovery 324Backup and Restore for Disaster Recovery 325

Backing Up and Restoring Content Databases 326

Backing Up and Restoring Service Applications 334

Backing Up and Restoring a Farm 335

Backing Up and Restoring Configuration Settings 337

Warm Standby Solutions 340

High availability 341Load Balancing 341

SQL Server Database Mirroring 341

Failover Clustering 344

Read-Only Mode 344

HTTP Request Monitoring and Throttling 345

Gradual Site Delete 347

summary 348

uSINg FEAtuRES ANd SOLutION PAcKAgES 34chAPtER 13: 9

Using sharePoint 2010 features 350Defining Scope 350

Activating and Deactivating Features 351

Managing Features 351

Creating a Feature 356

solutions 359Managing Farm Solutions 359

Managing Sandbox Solutions 365

Creating Solutions 365

summary 369

xxiv

ConTenTs

cONFIguRINg ANd mANAgINg ENtERPRISE SEARch 37chAPtER 14: 1

The Different Versions of search 372sharePoint foundation search 372

Setting Up Foundation Search 373

Search Results 375

User Interface Features 377

Site Search Administration 377

sharePoint server and search server 378Search Server versus SharePoint Server 378

Configuration and Scale 379

Adding a Server to the Search Topology 381

Scaling Up with Crawl Databases 384

The Search UI 390

Search Administration 395

Other Search Features 406

fasT search 408Thumbnails 409

Scrolling Preview 409

Similar Results 409

User Context 409

Visual Best Bets 409

Promote/Demote Documents 410

summary 410

mONItORINg ShAREPOINt 2010 41chAPtER 15: 1

Unified logging service 411Trace Logs 412

Correlation IDs 417

Developer Dashboard 419

Logging Database 420

Health Analyzer 431

Timer Jobs 436

summary 443

mANAgEd mEtAdAtA SERvIcE APPLIcAtIONS 44chAPtER 16: 5

advantages of the Managed Metadata service 446new Managed Metadata service features 446

Column Types 447

Content Types 447

Filtering 448

xxv

ConTenTs

Getting started with the Managed Metadata service 448The Service Applications Architecture 448

Configuring Managed Metadata Services 448

Connecting to a Web Application 452

Managed Metadata services 452Getting Started with Managed Metadata 452

Using Managed Metadata in Sites 456

Column-Specific Term Sets 459

Key Usability Features 459

Metadata Navigation 461

Content Types 463Creating and Publishing Content Types 465

summary 469

SOcIAL cOmPutINg ANd ShAREPOINt 2010 47chAPtER 17: 1

The User Profile service application 472User Profiles and Properties 472

Synchronization 477

Organizations 479

Audiences 479

Tags and notes 484Tagging 484

The Note Board 486

Tag Profiles 487

My sites 488Setting Up My Sites 488

My Sites User Experience 493

Wikis and Blogs 501Wikis 501

Blogs 502

ratings 505Turning on Ratings 505

The Ratings Timer Job 505

outlook 2010 social Connector 506People search 507

People Search Configuration 507

Performing a People Search 507

The People Search Results Page 508

summary 509

xxvi

ConTenTs

INtEgRAtINg thE OFFIcE 2010 cLIENtS WIth chAPtER 18: ShAREPOINt 2010 511

office 2010 application Commonalities 512Connecting to SharePoint from within Microsoft Office 2010 Applications 512

Connecting to Office 2010 from SharePoint 2010 517

integrating sharePoint 2010 with Word 2010 519Comparing Document Versions 519

Document Barcodes 520

Quick Parts 520

Blogging in Microsoft Word 521

integrating sharePoint 2010 with excel 522Importing Spreadsheets into SharePoint 522

Exporting to Excel 524

Chart Web Part 525

Publishing to Excel Services 525

Excel Web Access Web Part 525

integrating sharePoint 2010 with PowerPoint 525Slide Libraries 526

Broadcasting Slide Shows 526

PowerPoint Service Application 527

integrating sharePoint 2010 with outlook 527Managing SharePoint Alerts 528

SharePoint Lists and Libraries 528

Calendars and Meetings 529

integrating sharePoint 2010 with infoPath 530InfoPath Forms Services in Central Administration 531

InfoPath Form Web Part 532

Customizing the Document Information Panel 533

Customizing SharePoint List Forms 534

integrating sharePoint 2010 with Microsoft Visio 536Visio Graphics Service Configuration 536

Visio Web Access Web Part 536

integrating sharePoint 2010 with onenote 537integration with access 2010 and access services 538

SharePoint Data As a Table 538

Access Services 540

sharePoint 2010 Workspace 543Publishing links to office Client applications 545Managing office 2010 and sharePoint through Group Policy 546summary 549

xxvii

ConTenTs

thE OFFIcE WEb APPLIcAtIONS 55chAPtER 19: 1

oWa overview 551Web Technology Utilized by OWA 552

Accessibility Features 553

Architecture 554

Deployment 554Installing SharePoint 2010 Server and Preparing for OWA 555

Service Activation 557

Feature Activation 558

oWa installation 558Single-Server Farm Install 558

Multiple-Server Farm Install 579

oWa Powershell activation 579summary 584

PERFORmANcEPOINt SERvIcES ANd buSINESS chAPtER 20: INtELLIgENcE 585

PPs features and Terminology 586PPs installation and Configuration 587

PerformancePoint Service Application and Proxy 588

Secure Store Service Application and Proxy 594

Installing the Business Intelligence Center Website 597

Installing PerformancePoint Dashboard Designer 600

introduction to Dashboard Designer 601Creating an Analytic Chart Report and Dashboard 603

Reusing Designer Objects 608

Promoting PerformancePoint Objects across Environments 609

importing PerformancePoint server 2007 Content to PerformancePoint services 2010 612

Planning 612

Dashboard Designer Tasks and Necessary Permissions 613

Preparation before Running the Wizard 613

Using the Import Wizard 614

summary 616

NEW cONtENt mANAgEmENt cAPAbILItIES IN chAPtER 21: ShAREPOINt 2010 617

Managed Metadata 618SharePoint 2010 Metadata Service and Enterprise Content Types 618

Establishing the “Right” Metadata 619

xxviii

ConTenTs

Document sets 621Configuring and Creating Document Sets 622

Customizing the Document Set 628

Document iD service and iDs 629Configuring the Document ID Service 630

Content organizer 635Configuring the Content Organizer 635

summary 646

WORKINg WIth ShAREPOINt dESIgNER 2010 64chAPtER 22: 7

Who should Use sharePoint Designer? 648introduction to sharePoint Designer 2010 649

Requirements for Using SPD 2010 649

overview of the new UX 650Bread Crumbs, Tabs, and Navigation 653

The File Tab 654

Checking and Changing the Current User 654

restricting access to sharePoint Designer 655What Can You Do with sharePoint Designer 2010? 658

Data Sources 658

Views and Forms 664

Workflows 670

Branding 677

summary 681

bRANdINg ShAREPOINt 2010 68chAPtER 23: 3

What is Branding? 683Understanding Your requirements 684sharePoint Versions and Publishing 684

Creating a Publishing Site Collection 685

Activating Publishing on a Team Site Collection 687

Changing the Welcome Page on a Site Collection 689

Types of sharePoint sites: internet versus intranet 690Branding Basics for sharePoint 2010 694

Themes 695

Master Pages 703

Page Layouts 710

Cascading Style Sheets 713

Where to Find Branding Features 714

xxix

ConTenTs

Customization and Solution Packages 716

Controlling Access to Branding in SharePoint 717

summary 721

buSINESS cONNEctIvItY SERvIcES IN chAPtER 24: ShAREPOINt 2010 723

Capability overview 724architecture 726

Service Applications 726

Connectors and the Connector Framework 728

BDC Client and Server Runtime 728

External Content Types 729

Security 730

Creating a BCs solution 731Creating an External Content Type 732

Creating an External List 738

service applications That Use BCs 741Search Service 741

User Profile Service 742

Design Considerations for BCs solutions 742Upgrading the Business Data Catalog to BCs 743summary 744

buILdINg WORKFLOWS IN ShAREPOINt 2010 74chAPtER 25: 5

Why Use Workflow? 746Windows Workflow foundation 746Workflow Basics 747

Terminology 747

Workflow Association Types 748

Using the Ribbon 748

Workflow Initialization 750

Configuring Workflows Using the Browser 751Out-of-the-Box Templates 751

Microsoft Office 2010 Integration 753

Creating a SharePoint 2010 Workflow for a Real World Scenario 753

Editing/Deleting Workflows 757