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Microsoft® SharePoint 2010: Administrator’s Pocket Consultant

Book Description

Portable and precise, this pocket-sized guide delivers ready answers for the day-to-day administration of SharePoint 2010. Featuring easy-to-scan tables, step-by-step instructions, and handy lists, this book offers the streamlined, straightforward information you need to solve problems and get the job done-whether at your desk or in the field! Topics include deployment, site configuration, enterprise content management, search and indexing, workflows, shared service providers, information management policies, scalability, availability, security, logging and processing analysis, and backup and recovery.

Table of Contents

  1. Microsoft® SharePoint 2010: Administrator’s Pocket Consultant
  2. Dedication
  3. Acknowledgments
  4. Introduction
    1. Who Is This Book For?
    2. How Is This Book Organized?
    3. Conventions Used in This Book
    4. Questions and Support
  5. I. Deploying SharePoint Server 2010
    1. 1. Deploying SharePoint Server 2010
      1. Preparing for Installation
        1. Hardware and Software Requirements
        2. Considerations
        3. Prerequisites Installer
        4. Service Accounts
      2. Farm Topologies
      3. Installing the First SharePoint Foundation 2010 Server in the Farm
        1. Running the SharePoint Products and Technologies Preparation Tool
        2. Installing SharePoint Foundation 2010 Binaries
        3. Running the SharePoint 2010 Products Configuration Wizard
        4. Using the SharePoint Foundation 2010 Farm Configuration Wizard
        5. Performing a Scripted Deployment Using Windows PowerShell
        6. Understanding Databases Created During Installation
      4. Installing the First SharePoint Server 2010 Server in the Farm
        1. Running the Microsoft SharePoint Products and Technologies Preparation Tool
        2. Installing the SharePoint Server 2010 Binaries
        3. Running the SharePoint Products Configuration Wizard
        4. Using the SharePoint Server 2010 Farm Configuration Wizard
        5. Performing a Scripted Deployment Using Windows PowerShell
        6. Understanding Databases Created During Installation
      5. Post-Installation Configuration
        1. Configure Farm Administrators Group
        2. Configure Outgoing E-mail Settings
        3. Create a Web Application to Host Site Collections
        4. Configure Usage and Health Data Collection
        5. Configure Diagnostic Logging
        6. Install and Configure Remote BLOB Storage
          1. Provision a BLOB Data Store
          2. Install RBS
          3. Enable and Test RBS
          4. Configure RBS for Additional Content Databases
        7. Assigning IP Addresses to Web Applications
        8. Language Packs
          1. Prepare the Servers
          2. Install a Language Pack
          3. Re-Run the SharePoint Products Configuration Wizard
      6. Upgrading SharePoint Foundation to SharePoint Server
        1. Installing SharePoint Server 2010 Binaries
        2. Running the SharePoint Products Configuration Wizard
    2. 2. Scaling to a MultiServer Farm
      1. Preparing for Scaling Out to a Server Farm
        1. Single-Server Farm
        2. Two-Tier Farm
        3. Two-Tier Small Farm
        4. Three-Tier Small Farm Not Optimized for Search
        5. Three-Tier Small Farm Optimized for Search
        6. Medium Farm
        7. Large Farm
      2. Scaling Web Applications
        1. Adding a Web Server to the Farm
        2. Web Parts and Custom Code
        3. Internet Information Services
      3. Scaling System Services and Service Applications
        1. Service Application Architecture
        2. Scaling SharePoint Server 2010 Search
          1. Index Partition and Query Component
          2. Adding or Moving the Query Component to a Web Server
          3. Decision Points for Scaling Out Search
          4. Performance Metrics
          5. Redundancy and Availability
    3. 3. Configuring Core Operations
      1. Introducing Central Administration
        1. Central Administration Architecture
        2. Working with the Central Administration Web Application
      2. System Settings
        1. Servers
          1. Servers In Farm
          2. Manage Services On Server
        2. E-mail and Text Messages
          1. Outgoing E-mail Settings
          2. Incoming E-mail Settings
          3. Mobile Account
        3. Farm Timer Jobs
        4. Farm Management
      3. Database Management
        1. Content Databases
          1. Controlling Database Sizes
          2. Number of Site Collections per Content Database
          3. Content Database Status
          4. Read-Only Content Databases
          5. Database Location on SQL Server Physical Disk
        2. Default Database Server
        3. Data Retrieval Service
      4. Configuring Send To Connections
        1. Site Subscription Settings
        2. Configuring the Content Organizer in the Destination Site
        3. Send To Connections
        4. Allow Manual Submissions
    4. 4. Building and Managing Web Applications
      1. Web Application Architecture
        1. Managing a Web Application
        2. Application Pools
        3. Content Databases
      2. Creating and Extending Web Applications
        1. Create a Web Application
        2. Extending a Web Application
        3. Deleting a Web Application
        4. Deleting an Extended Zone
      3. Managing Web Applications
        1. Configuring Web Applications
          1. General Settings
          2. Resource Throttling
          3. Workflow
          4. Outgoing E-mail
          5. Mobile Account
        2. SharePoint Designer 2010 Governance
          1. Manage Features
          2. Managed Paths
      4. Alternate Access Mappings
        1. Configure Alternate Access Mapping
          1. Edit Public URLs
          2. Edit Default Internal URL/Add Internal URL
          3. Map To External Resources
    5. 5. Creating and Managing Site Collections
      1. Site Creation Modes
        1. Determining Which Mode to Use
        2. Enabling Self-Service Site Creation
        3. Site Use Confirmation and Deletion
      2. Creating Site Collections
        1. Creating a Site Collection Through Central Administration
        2. Creating a Site Collection Using the Self-Service URL
      3. Site Settings
        1. Regional Settings
        2. Creating and Managing Document Libraries
          1. Create a Document Library
          2. Configuring Document Library Versioning Settings
          3. Configuring Document Library Advanced Settings
          4. Configuring Other General Settings
          5. Managing Acceptable Document Types and Sizes
          6. Setting Size Limitations on Documents
          7. Using Content Types in Document Libraries
        3. Creating and Managing Lists
          1. Site Columns (Field Definitions)
          2. Content Types
          3. List Forms
        4. Sandboxed Solutions
        5. User Alerts
        6. Discussions
        7. RSS (Really Simple Syndication)
          1. Managing RSS Settings for a List
        8. Recycle Bin
          1. End User Recycle Bin
          2. Site Collection Recycle Bin
          3. Managing the Site Collection Recycle Bin
          4. Recycle Bin Settings
        9. Portal Site Connection
        10. Information Management Policies
          1. Creating Information Management Policies
          2. Associate an Information Management Policy with a Document Library
        11. SharePoint Designer Settings
          1. Configure SharePoint Designer Settings for a Site Collection
      4. Site Collection Security
        1. Site Collection Administrators and Site Owners
        2. People and Groups
          1. Create a Custom Site Group
          2. View Group Permissions
          3. Nesting Active Directory Groups in SharePoint Groups
          4. Default Permission Levels
          5. Create a Custom Permission Level
          6. Add a User to a Site
          7. Modify User Properties and Permissions
        3. List and Library Security
          1. Check Permissions
    6. 6. Configuring Service Applications
      1. Service Application Architecture
        1. Service Application Topologies
      2. Deploying and Managing Service Applications
        1. Edit Service Application Connections for a Web Application
          1. Edit an Application Connection Group
        2. Manage Administrators of a Service Application
        3. Delete a Service Application
        4. Publish a Service Application
        5. Connect to a Service Application on a Remote Farm
      3. Service Applications in SharePoint Server 2010
        1. Access Services
          1. Configuring Access Services
        2. Business Connectivity Services
        3. Excel Services
          1. Configuring Excel Services
          2. Adding a Trusted File Location
          3. Add a Trusted Data Connection Library
          4. Register a User-Defined Function Assembly
        4. Managed Metadata Service
        5. PerformancePoint Services
          1. Manage the PerformancePoint Services Application
          2. Configure Trusted Content Locations
          3. Add a Trusted Content Location
        6. Search Service
          1. Add a Content Source
          2. Add a Crawl Rule
          3. Start a Full Crawl
        7. Secure Store Service
        8. Security Token Service
        9. State Service
        10. Visio Graphics Service
        11. Usage and Health Data Collection Service
        12. User Profile Service
        13. Web Analytics Service
        14. Word Automation Service
          1. Configuring the Word Automation Service
  6. II. Configuring SharePoint Server 2010
    1. 7. Web Parts, Features, and Solutions
      1. Installing and Configuring Web Parts
        1. Web Part Architecture
        2. Web Parts and Pages
          1. Creating a Content Page and Adding Web Parts
          2. Creating Web Part Pages and Adding Web Parts
        3. Deleting and Closing Web Parts
        4. Web Part Connections
        5. Web Part Properties and Personalization
      2. Installing and Configuring Features
        1. Feature Architecture
        2. Feature Life Cycle
          1. Installing Features
          2. Activating and Deactivating Features
            1. Managing Features From Central Administration
            2. Activating and Deactivating Features in a Site Collection
            3. Activating and Deactivating Features in a Site
            4. Activating and Deactivating Features Using Stsadm.Exe
            5. Activating and Deactivating Features Using Windows PowerShell
          3. Uninstalling Features
            1. Uninstalling Via STSADM
            2. Uninstalling Via Windows PowerShell
      3. Managing Solutions
        1. Full-Trust Solutions
        2. Managing Full-Trust Solutions
          1. Adding and Inspecting Full-Trust Solutions Using STSADM
          2. Adding and Inspecting Full-Trust Solutions Using Windows PowerShell
        3. Deploying Full-Trust Solutions
          1. Deploying Solutions Using stsadm.exe
          2. Deploying Full-Trust Solutions Using Central Administration
          3. Deploying Full-Trust Solutions Using Windows PowerShell
        4. Retracting Full-Trust Solutions
          1. Retracting Solutions Using stsadm.exe
          2. Retracting Solutions Using Central Administration
          3. Retracting Solutions Using Windows PowerShell
        5. Deleting Full-Trust Solutions
          1. Deleting Full-Trust Solutions Using stsadm.exe
          2. Deleting Full-Trust Solutions Using Central Administration
          3. Deleting Full-Trust Solutions Using Windows PowerShell
        6. Upgrading Full-Trust Solutions
          1. Upgrading Full-Trust Solutions Using stsadm.exe
          2. Upgrading Full-Trust Solutions Using Windows PowerShell
        7. Managing Sandboxed Solutions
          1. Uploading, Activating, and Renaming Sandboxed Solutions
          2. Sandboxed Solution Monitoring
          3. Sandboxed Solution Load Balancing
          4. Blocking Sandboxed Solutions
    2. 8. Configuring the Search Service Application
      1. Farm-Wide Search Settings
      2. Managing Crawler Impact Rules
      3. Creating the Search Service Application
      4. Examining the Search Administration Page
      5. Creating and Managing Content Sources
      6. Creating and Managing Crawl Rules
        1. Crawl Rule Paths
        2. Exclude/Include Options
        3. Crawl Rule Authentication
      7. Managing Server Name Mappings
      8. Managing File Types
      9. Managing the Search Application Topology
        1. Crawl Databases
        2. Crawl Component
        3. Property Database
        4. Index Partition and Query Component
      10. Managing Host Distribution Rules
      11. Troubleshooting Search with Crawl Logs
    3. 9. Managing the Search Experience
      1. Configuring the Thesaurus and Noise Word Files
        1. Noise Word Files
        2. Configuring the Thesaurus
      2. Defining Authoritative Pages
      3. Federated Queries
        1. Federated Location Management
          1. Add New Location or Edit a Location
            1. General Information
            2. Location Information
          2. Display Information
            1. Restrictions and Credentials Information
          3. Download and Import an FDL file
          4. Copy a Federated Location
          5. Delete a Federated Location
          6. Export a Federated Location
      4. Managed Properties
      5. Creating and Managing Search Scopes
      6. Search Results Removal
      7. Site Collection Search Management
        1. Configuring the Master Page Query Box Control
        2. Site Collection Search Scope Management
      8. Working with Keywords and Best Bets
      9. Creating and Customizing Search Centers
        1. Customizing the Enterprise Search Center
        2. Creating New Search Pages
        3. Creating New Tabs
        4. Configuring Custom Page Access
      10. Customizing Search Pages
        1. Query Pages
        2. Search Box Web Part
        3. Advanced Search Pages
        4. Results Pages
        5. Results Pages Functionality
        6. Search Web Parts Configurations
          1. Search Core Results
          2. Federated Result
          3. Top Federated Result
          4. Search Best Bets
          5. Search Paging
          6. Search Statistics
          7. Related Queries
          8. Search Summary
          9. Refinement Panel
      11. Working with Query Reporting
      12. Local Search Configuration Options
        1. Searchable Columns
        2. Site-Level Crawl Rules
        3. Crawl Options for Lists and Libraries
        4. Related Links Scope
    4. 10. Enterprise Content Types and Metadata
      1. Understanding Enterprise Content Management
      2. Configuring the Managed Metadata Service
        1. Creating the Content Type Syndication Hub Web Application
        2. Creating the Content Type Syndication Hub Site Collection
        3. Activating the Content Type Syndication Hub
        4. Creating the Managed Metadata Service Application
        5. Modifying the Managed Metadata Service Connection
        6. Associating Managed Metadata Service Applications
        7. Publishing the Managed Metadata Service Application
        8. Starting the Managed Metadata Web Service
        9. Administrators for Management Metadata Services
      3. Managed Taxonomies, Folksonomies, and Term Sets
        1. Enterprise Metadata: The Term Store
          1. Managed Metadata Roles
        2. Assigning Term Store Administrators
        3. The Term Store Management Tool
          1. Metadata Groups
          2. Managed Term Set
          3. Managed Terms
          4. Arranging Managed Terms or Term Sets Into a Hierarchy
          5. Term Synonyms
          6. Keywords
          7. Converting Managed Keywords into Managed Terms
          8. Importing Managed Term Sets
      4. Enterprise Content Types
        1. Creating Content Types
        2. Dealing with Content Type Dependencies
      5. Consuming Metadata
        1. Working with Site Columns
        2. Managed Metadata Site Columns
        3. Managed Metadata and the Document Information Panel
          1. Using the Default Document Information Panel
          2. Creating a Custom Document Information Panel
        4. Metadata Navigation Settings
    5. 11. Document Management
      1. Managing Documents in SharePoint 2010
        1. What Is Document Management?
        2. Document Collaboration
        3. Document Libraries
      2. Document IDs and Sets
        1. Document IDs
        2. Document Sets
      3. List and Library Relationships
        1. Check In/Check Out
        2. Content Types
      4. Document Version Control
        1. Content Approval
        2. Major Versioning
        3. Major and Minor Versioning
        4. Version Pruning
        5. Draft Item Security
      5. Workflows
        1. Assigning Workflow Settings
      6. Inbound E-mail
        1. Grouping Submissions
        2. Allowing Contributions from Outside the Organization
      7. Offline Support
      8. The Document Center
        1. Content Organizer and Send To Functionality
        2. Metadata Navigation and Filtering
    6. 12. Records Management
      1. Information Management Policies
        1. Retention
        2. Nonrecords
        3. Records
        4. Auditing
        5. Document Bar Codes
        6. Document Labels
      2. In Place Records Management
        1. Allowing Record Declaration at the List and Library Level
          1. Manual Record Declaration
          2. Automatic Declaration
      3. The Records Center
        1. Planning for the Records Center
          1. Configuring the Farm Send to Action
          2. Configuring the Content Organizer Rules and Permissions
        2. Managing the Records
          1. Discover and Hold Records
          2. Generate a File Plan Report
          3. Generate an Audit Report
    7. 13. Portals and Collaboration
      1. Publishing Infrastructure
        1. Enabling the Publishing Infrastructure
        2. Master Pages
        3. Page Layouts
        4. SharePoint Designer 2010 Access
        5. Themes
        6. Large Pages Library
        7. Navigation
    8. 14. User Profiles and My Sites
      1. Creation and Maintenance Tasks in the User Profile Service
      2. Service Administration
      3. Profile Property Administration
      4. Profile Synchronization
      5. Enabling Social Features for Users and Groups
      6. Social Tags and Note Boards
      7. My Site Settings
        1. Setup of My Sites Web Sites
        2. Adding or Deleting a Trusted My Site Host Location
        3. Personalization Site Links
        4. Links to the Microsoft Office 2010 Client Applications
  7. III. Operating SharePoint Server 2010
    1. 15. Configuring Policies and Security
      1. Server Farm Security
        1. Farm Administrators
        2. Password and Account Management
          1. Managed Accounts
          2. Password Management
            1. Global Password Management Settings
            2. Configuring Automatic Password Changes
          3. Service Account Management
          4. Farm Passphrase
        3. Information Policies
          1. Information Rights Management
          2. Information Management Policies
      2. Web Application Security
        1. SSL and Assigned IP Addresses
          1. Configuring SSL
          2. Binding the Certificate to the Internet Information Services Site
          3. Modifying Alternate Access Mappings
        2. Authentication
          1. Windows Integrated Authentication
            1. Kerberos
            2. NTLM
          2. Basic Authentication
          3. Anonymous Access
        3. Web Application User Permissions
        4. Secure Store Service
        5. Blocked File Types
        6. Self-Service Site Creation
        7. Antivirus Settings
      3. Web Application Policies
        1. Zones
        2. Web Application Permission Policies
          1. Creating Policies
          2. Applying Policies
        3. SharePoint Designer 2010 Governance
    2. 16. Monitoring, Logging, and Availability
      1. Windows Server 2008
        1. Event Viewer
        2. Monitoring Tools
        3. Windows Task Manager
        4. Internet Information Services
      2. SharePoint Server 2010
        1. SharePoint Server 2010 Health Analyzer
        2. Monitoring
        3. Health Analyzer
          1. Review Problems and Solutions
          2. Review Rule Definition
        4. Timer Jobs
          1. Review Job Definitions
          2. Check Job Status
        5. Reporting
          1. Creating the Logs
          2. Viewing the Logs
        6. Web Analytics
          1. Configuring Web Analytics
          2. View Web Analytics Reports
        7. Diagnostic Logging
      3. SQL 2008 Server
    3. 17. Upgrading to SharePoint Server 2010
      1. Planning Tools
        1. Farm Planning
          1. Pre-upgrade Checker
          2. Local Only
          3. Rule Files
          4. Test-SPContentDatabase
        2. Web Enumeration
      2. In-Place Upgrade
        1. Installing the Prerequisites and Binaries
        2. Post In-Place Upgrade Tasks
          1. Upgraded Shared Services
          2. New Service Applications
      3. Database Attach Upgrade
      4. Upgrading Sites and Site Collections
    4. 18. Backup and Restore
      1. Server Farm Backup and Recovery
        1. Preparing for Server Farm Backups
        2. Farm Backup and Restores Using Central Administration
          1. Content and Configuration Backup
          2. Content and Configuration Restore
        3. Farm Backup and Restore Using Windows PowerShell
          1. Back Up a Server Farm
          2. Restore a Server Farm
        4. Farm Backup and Restore Using Stsadm.exe
          1. Restoring a Server Farm from a Farm-Level Backup
          2. Automating SharePoint Products and Technologies Backups
      2. Service and Web Application Backup and Restore
      3. Granular Backup and Restore
        1. Site Collection Backup and Restore
          1. Central Administration
          2. Windows PowerShell
          3. Stsadm.exe
        2. Recovering from an Unattached Content Database
  8. A. Working with Windows PowerShell and SharePoint 2010
    1. SharePoint 2010 Management Shell
    2. Working with Commands
      1. Working with Cmdlets
        1. Executing an Command
        2. Applying Parameters to a Cmdlet
        3. Setting Privileges for Working with SharePoint
        4. Using the Get-Help Cmdlet
        5. Using the Pipeline
        6. Filtering and Sorting Objects
          1. Using the Where-Object Cmdlet
          2. Using the Limit Parameter
          3. Using the Filter Parameter
          4. Using the Sort-Object Command
        7. Formatting Objects
        8. Discovering Commands
        9. Common Naming Rules
        10. Tab Completion
        11. Get-Help
        12. Get-Command
      2. Working with Functions
    3. Working with SharePoint Cmdlets
      1. Farms
      2. Servers
      3. Web Applications
      4. Managing Sites
        1. Create New Sites
        2. List Sites
        3. Back Up Sites
        4. Remove Sites
      5. Managing Webs
        1. Creating Webs
        2. Listing Webs
        3. Removing Webs
      6. Assigning Resources
        1. Modifying Properties
        2. Changing a Property
        3. Discovering Object Properties and Methods
    4. SharePoint Cmdlet Listing
  9. B. About the Author
  10. Index
  11. About the Author
  12. Copyright