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Microsoft® SharePoint® 2010

Book Description

Get the critical, in-depth information you need to administer SharePoint 2010. Led by SharePoint MVPs and featuring insights from the SharePoint community and members of the SharePoint Team at Microsoft, you'll discover how to plan, design, deploy, and manage strategic solutions using SharePoint 2010, Microsoft SQL Server, Windows PowerShell, and other key technologies. Topics include architecture, deployment scenarios, design considerations, security best practices, high availability, performance, centralized administration, disaster recovery, customization, solution development, and upgrade and migration strategies. Key solutions include building and managing a server farm, automating tasks, FAST search application management, enterprise and web content management, and business intelligence.

For customers who purchase an ebook version of this title, instructions for downloading the CD files can be found in the ebook.

Table of Contents

  1. Microsoft® SharePoint® 2010
  2. Dedication
  3. A Note Regarding Supplemental Files
  4. Acknowledgments
  5. Introduction
    1. How to Use This Book
    2. System Requirements
    3. About the Companion Media
    4. Support
    5. We Want to Hear from You
  6. I. The Basics
    1. 1. Understanding the Basics of Collaboration in SharePoint 2010
      1. Introducing SharePoint 2010 Capabilities
      2. Using SharePoint Sites and Templates
        1. Interacting with SharePoint Sites
        2. Site Creation in SharePoint 2010
      3. Editing Features in SharePoint 2010
        1. Rich Text Editing
        2. The SharePoint Ribbon
        3. SharePoint Dialog Boxes
        4. Creating Rich Themes
          1. Creating Themes Using the User Interface
          2. Creating Themes with Microsoft PowerPoint 2010
          3. Creating Themes Using Style Sheets
        5. Applying the Upgraded 2010 UI to All Sites
        6. Incorporating Rich Media Support
      4. Working with Lists and Libraries
        1. List Enhancements
        2. List Input Form
        3. List Templates
        4. Creating a List
        5. Managing List Columns
          1. Creating, Editing, and Deleting Columns
          2. Types of Columns
            1. Information Columns
            2. Lookup Columns
            3. Calculated Columns
          3. Indexing Columns
          4. Sorting and Filtering
          5. List Views
      5. Advanced List Concepts
        1. Large List Support
        2. Site Columns
          1. Creating a Site Column
          2. Modifying a Site Column
        3. Editing List Input Forms
          1. Modify Form Web Parts
          2. Modify Form Using InfoPath 2010
          3. Modify Form Using SharePoint Designer 2010
      6. Microsoft Office Integration
        1. SharePoint Workspace 2010
        2. Microsoft Word 2010
        3. Support for Other Microsoft Office Products
      7. Summary
    2. 2. Understanding the Architecture of SharePoint 2010
      1. Enterprise Architecture
        1. Modular
        2. Extensible
        3. Scalable
      2. Logical Architecture Components
        1. Service Architecture
        2. Operating System Services
        3. Database Services
        4. Workflow Services
        5. Supporting Services
          1. ASP.NET 3.5
          2. Web Parts
          3. Personalization
          4. Master Pages
          5. Provider Framework
        6. Core Services
          1. Storage
            1. Repository
            2. Metadata
            3. Versioning
            4. Backup
          2. Security
            1. Rights and Roles
            2. Rights Trimming
            3. Pluggable Authentication
            4. Claims-Based Authentication
          3. Management
            1. Administrative User Experience
            2. Delegation
            3. Provisioning
            4. Monitoring
            5. Multi-Tenancy
            6. Windows PowerShell
          4. Topology
          5. Site Model
          6. APIs
            1. Fields and Forms
            2. Web Services
            3. Client Object Model
            4. Features and Solutions
      3. Capabilities
        1. Sites
        2. Content
        3. Communities
        4. Search
        5. Composites
        6. Insights
      4. Deployment
        1. Server Roles
          1. Web Server Role
          2. Application Server Role
          3. Database Server Role
        2. Deployment Topologies
          1. Small Farm Deployment
          2. Medium Farm Deployment
          3. Large Farm Deployment
        3. Development and Testing Environments
          1. Configuration/Development Environment
          2. Dedicated Testing Environment
          3. Example Deployment
      5. Application Pools
        1. Understanding Application Pools
        2. Default SharePoint 2010 Application Pools
      6. Summary
  7. II. Installation and Implementation
    1. 3. Optimizing SQL Server for a SharePoint 2010 Implementation
      1. About SQL Server
        1. SQL Server Versions
          1. SQL Server 2008
          2. SQL Server 2005
        2. SQL Server Instances
          1. Default SQL Server Instance
          2. Named SQL Server Instance
        3. Types of Databases
          1. SQL Server System Databases
          2. SharePoint User Databases
        4. SQL Server Management Studio
        5. System Stored Procedures and Transact-SQL (T-SQL)
          1. sp_configure Stored Procedure
          2. ALTER DATABASE T-SQL Statement
        6. Windows PowerShell for SQL Server 2008
      2. Installing and Configuring SQL Server 2008 for SharePoint 2010
        1. SQL Server 2008 Editions
        2. SQL Server Hardware Requirements
        3. SQL Server Software Requirements
      3. Optimizing SQL Server for SharePoint 2010
        1. SQL Server Memory Settings
          1. Default Memory Settings
          2. Running Multiple Instances of SQL Server
        2. Database Files and Their Location
          1. Database Files
          2. Storage Options
          3. Default Database Location
        3. Model Database Settings
          1. Model Database Default Settings
          2. Modifying the Model Database Settings
            1. Initial Size of Model Database
            2. Recovery Model of Model Database
            3. Autogrowth Setting of Model Database
          3. Shrinking Your Content Databases
        4. Pre-Creating Your Content Databases
        5. Tempdb Database Settings
        6. SharePoint Content Database Recovery Model
          1. What Is a Transaction Log?
          2. Full Recovery Model
          3. Simple Recovery Model
        7. Verifying Data Integrity Using DBCC CHECKDB
      4. Optimizing Outside of SQL Server
        1. Disk Storage Options
          1. Disk Storage Options
          2. NTFS Allocation Unit Size
          3. Monitoring SQL I/O with SQLIO.exe
      5. Summary
    2. 4. Installing SharePoint 2010
      1. Introducing SharePoint 2010 Installation Types
        1. SharePoint Intranet Editions
          1. SharePoint Foundation 2010
          2. SharePoint 2010
          3. FAST Search Server for SharePoint
          4. SharePoint 2010 Online
        2. SharePoint Internet Editions
          1. SharePoint 2010 for Internet Sites, Standard Edition
          2. SharePoint 2010 for Internet Sites, Enterprise Edition
          3. FAST Search Server 2010 for Internet Business
          4. SharePoint Online for Internet Services
        3. SharePoint Server Roles
          1. Web Front-End Server
          2. Application Servers
          3. Database Server
          4. Active Directory
      2. Preparing for SharePoint 2010 Installation
        1. Hardware Requirements
          1. Web/Application Server
          2. Database Server
        2. Software Requirements
          1. Operating System
          2. Database Server
          3. Web/Application Server
          4. Client Computers
            1. Level 1 Web Browsers
            2. Level 2 Web browsers
          5. Microsoft Office
          6. Microsoft Silverlight
        3. Active Directory
        4. SharePoint 2010 Preparation Tool
          1. Local Prerequisite Command-Line Installation
          2. Internet Prerequisite Graphical User Interface Installation
            1. Using the Prerequisiteinstaller.EXE GUI to install prerequisites
            2. Using the Setup.exe GUI to install prerequisites
      3. Performing SharePoint 2010 Installations
        1. SharePoint 2010 GUI Installations
          1. SharePoint 2010 Standalone Installation
            1. Phase One of SharePoint 2010 Standalone Edition Installation
            2. Phase Two of SharePoint 2010 Standalone Edition Installation
          2. SharePoint Foundation 2010 Standalone Installation
          3. SharePoint 2010 Complete Installation
            1. Phase One of SharePoint 2010 Complete Edition Installation
            2. Phase Two of SharePoint 2010 Complete Edition Installation
          4. SharePoint Foundation 2010 Complete Installation
        2. Performing a Command-Line Installation of SharePoint
          1. Installing the Prerequisites
          2. Installing the SharePoint Product Binaries
          3. Building the SharePoint Farm
          4. Installing and Provisioning the Service Applications
      4. Configuring a SharePoint 2010 Installation
        1. Running the Farm Configuration Wizard
        2. Renaming the Central Administration Database
      5. Uninstalling SharePoint 2010
      6. Summary
  8. III. Building and Managing a SharePoint Farm
    1. 5. Using Windows PowerShell to Perform and Automate Farm Administrative Tasks
      1. Using Windows PowerShell: The Basics
        1. What’s New in Windows PowerShell 2.0
        2. Windows PowerShell Architecture
        3. Installing Windows PowerShell
          1. Installing Windows PowerShell 2.0 and WinRM 2.0
          2. Working Within Your Execution Policy
        4. Managing Systems Remotely with WinRM
          1. Configuring for WinRM
          2. Meeting Requirements for SharePoint PowerShell Remoting
          3. Using WinRM Remoting
      2. Working with the SharePoint 2010 Management Shell
        1. Understanding cmdlets
          1. Working with Objects
          2. Understanding Properties and Methods
          3. Using Verbs
        2. Getting Help
          1. Help Files
          2. ISE Help
          3. Using Parameters
        3. cmdlets for SharePoint Foundation 2010
        4. cmdlets for SharePoint 2010
        5. Performing Basic Administrative Tasks
          1. Using the–whatif Parameter
          2. Generating Transcripts
      3. Examples of SharePoint Administrative Tasks
        1. Deploying SharePoint 2010 with Windows PowerShell Scripts
        2. Managing SharePoint Services
        3. Using Windows PowerShell During the Upgrade Process
          1. Preparing for an Upgrade
          2. Performing Post-Upgrade Tasks
      4. Summary
    2. 6. Managing SharePoint 2010 Using Central Administration
      1. Introducing Central Administration
      2. Navigating the Central Administration Home Page
        1. Central Administration Site Actions Menu
        2. Central Administration Breadcrumb Navigation Trail Icon
        3. Central Administration Browse Option
        4. Central Administration Page Option
      3. Performing Administrative Tasks Using Central Administration
        1. Application Management
          1. Managing Web Applications
          2. Using the Web Application Ribbon
          3. Creating a Web Application
            1. Public URL
          4. Database Name and Authentication
            1. Failover Server
            2. Search Server
            3. Service Application Connections
            4. Customer Experience Improvement Program
          5. Extending a Web Application
          6. Deleting or Removing a Web Application
          7. General Settings
            1. General Settings
            2. Resource Throttling
            3. Workflow Settings
            4. Outgoing E-mail
            5. Mobile Account
            6. SharePoint Designer
            7. Manage Features
            8. Managed Paths
          8. Service Connections
          9. Authentication Providers
          10. Self-Service Site Creation
          11. Blocked File Types
          12. User Permissions
          13. Web Part Security
          14. Policies for Web Applications
            1. Anonymous Policy
            2. Permission Policy
          15. Configuring Alternate Access Mappings
          16. Site Collections
            1. Create site collections
            2. Delete a site collection
            3. Confirm site use and deletion
            4. Specify quota templates
            5. Configure quotas and locks
            6. Change site collection administrators
            7. View all site collections
            8. Configure self-service site creation
          17. Service Applications
            1. Manage Service Applications
            2. Configure Service Application Associations
          18. Databases
            1. Manage Content Databases
            2. Specify the default database server
            3. Configure the data retrieval service
        2. System Settings
          1. Servers
            1. Servers In Farm
            2. Manage services on server
          2. E-Mail And Text Messages (SMS)
            1. Configure Outgoing E-mail Settings
            2. Configure Incoming E-mail Settings
            3. Configure Mobile Account
          3. Farm Management
            1. Configure Alternate Access Mappings
            2. Manage Farm Features
            3. Manage Farm Solutions
            4. Manage user solutions
            5. Configure Privacy Options
            6. Configure Cross-Firewall Access Zones
        3. Monitoring
          1. Health Analyzer
            1. Review problems and solutions
            2. Review rule definitions
          2. Timer Jobs
            1. Review Job Definitions
            2. Check Job Status
          3. Reporting
            1. View Administrative Reports
            2. Configure diagnostic logging
            3. Configure Usage and Health Data Collection
            4. View Health Report
            5. View Web Analytics Reports
            6. Review information management policy usage reports
        4. Backup and Restore
          1. Farm Backup and Restore
            1. Perform a Backup
            2. Restore From a Backup
            3. Configure Backup Settings
            4. View Backup and Restore History
            5. Check Backup and Restore Job Status
          2. Granular Backup
            1. Perform a Site Collection Backup
            2. Export a Site or List
            3. Recover data from an unattached content database
            4. Check Granular Backup Job Status
        5. Security
          1. Users
            1. Manage the Farm Administrators Group
            2. Approve or Reject Distribution Groups
            3. Specify Web Application User Policy
          2. General Security
            1. Configure Managed Accounts
            2. Configure Service Accounts
            3. Configure Password Change Settings
            4. Specify Authentication Providers
            5. Manage Trusts
            6. Manage Antivirus Settings
            7. Define Blocked File Types
            8. Manage Web Part Security
            9. Configure Self-Services Site Creation
          3. Information Policy
            1. Configure Information Rights Management
            2. Configure Information Management Policy
        6. Upgrade and Migration
          1. Upgrade and Patch Management
            1. Convert Farm License Type
            2. Enable Enterprise Features
            3. Enable Features on Existing Sites
            4. Check Product and Patch Installation Status
            5. Review Database Status
            6. Check Upgrade Status
        7. General Application Settings
          1. External Service Connections
            1. Configure Send to Connections
            2. Configure Document Conversions
          2. InfoPath Forms Services
          3. Site Directory
            1. Configure the Site Directory
            2. Scan Site Directory Links
          4. SharePoint Designer
          5. Search
            1. Farm-Wide Search Administration
            2. Crawler Impact Rules
          6. Content Deployment
            1. Configure Content Deployment
            2. Configure Content Deployment Paths and Jobs
            3. Check Deployment of Specific Content
        8. Configuration Wizards
          1. Launch the Farm Configuration Wizard
      4. Summary
    3. 7. Scaling Out a SharePoint Farm
      1. History of SharePoint Farms
      2. Services Federation
        1. Single and Cross-Farm Services
        2. Services Applications Logical Architecture
          1. Internet Information Services
          2. Web Applications
          3. Application Pools
        3. Service Application Proxy Groups
        4. Publishing Service Applications
      3. Scaling Service Applications Architecture
        1. Web Tier
        2. Application Tier
        3. Database Tier
      4. Identifying a Logical Location of Services on Servers
        1. Planning Service Applications Architecture
        2. Planning Topology Architecture
      5. Configuring Service Applications
        1. Starting and Stopping a Service
        2. Deploying Service Applications to an Existing Web Application
        3. Creating a Custom Application Proxy Group for a Web Application
        4. Creating a New Instance of a Service Application
        5. Modifying the Application Pool of a Deployed Service Application
        6. Modifying the Service Applications in the Default Application Proxy Group
        7. Publishing Service Applications
      6. Publishing Service Applications to Remote Farms
        1. Step 1: Exchange Trust Certificates with the Remote Farm
          1. Exporting the Root Certificate from the Consuming Farm
          2. Exporting the STS Certificate from the Consuming Farm
          3. Exporting the Root Certificate from the Publishing Farm
          4. Copying the Exported Certificates
          5. Establishing Trust on the Consuming Farm
          6. Importing the Root Certificate and Creating a Trusted Root Authority on the Consuming Farm
          7. Establishing Trust on the Publishing Farm
          8. Importing the Root Certificate and Creating a Trusted Root Authority on the Publishing Farm
          9. Importing the STS Certificate and Creating a Trusted Service Token Issuer on the Publishing Farm
          10. Setting Up and Enabling the Application Discovery And Load Balance Service Application
        2. Step 2: Explicitly Publish the Service Application
        3. Step 3: Explicitly Connect the Service Application
      7. Topologies for SharePoint 2010
        1. Server Roles
          1. Web Server
          2. Application Server
          3. Database Server
        2. Scaling Out a Farm with Server Groups
          1. Contoso Pharmaceutical Small Farm Topologies
            1. Description of the two-Tier Approach
            2. Description of the three-Tier Approach
            3. Recommendations
          2. Contoso Medium Farm Topology
            1. Description
            2. Recommendations
      8. Summary
    4. 8. Information Management Policies
      1. Introducing Records Management and Information Management Policies
        1. What Is Records Management?
        2. Compliance Requirements Document
        3. Records Management Roles
          1. SharePoint Administrator
          2. Compliance Officers
          3. Records Managers
          4. Content Managers
          5. Information Workers
        4. The File Plan
        5. What Are Information Management Policies?
        6. Planning Document Policies
        7. Policy Metadata
      2. Implementing and Configuring Information Management Policies
        1. Defining a Retention Policy
          1. Auditing
          2. Barcodes
          3. Labeling
        2. Generating Information Management Policy Usage Reports
        3. Viewing Information Management Usage Reports
          1. Viewing the Policies Report
          2. Viewing the Policy Usage Report
      3. Implementing and Configuring a Records Center
        1. Creating and Managing a Content Type
        2. Creating the Records Center
          1. Setup Tasks And File Plan Creation
          2. Common Records Management Tasks
          3. Content Organizer Rules
        3. Creating Records Libraries
        4. Defining Required Metadata
        5. Applying Information Management Policies
        6. Creating Content Organizer Rules
        7. Creating a Farm Level Send To Option
        8. Placing a Hold on Records
        9. Generating a File Plan Report
        10. Generating an Audit Report
      4. Implementing and Managing In Place Records
        1. Implementing In Place Records at the Site Collection
        2. Configuring In Place Records in a List or Library
          1. Managing In Place Records in a List or Library
          2. Managing Information Management Policies with In Place Records Activated
      5. Summary
  9. IV. Organizing, Publishing, and Finding Information
    1. 9. Organizing Information
      1. Developing an Information Architecture with Sharepoint 2010
        1. Value of Information
        2. What Is Putability?
        3. What Is Findability?
          1. How Well Is Findability Understood?
          2. The Paradox of Findability as a Corporate Strategy
          3. The Opportunity Cost of a Poor Information Process and Architecture
      2. SharePoint 2010, Putability, and Findability
      3. Putability and the Managed Metadata Service
      4. Building an Information Architecture
        1. Business Taxonomy
        2. Information Architecture, Governance, and Requirements
          1. Governance
          2. Requirements
        3. Putability and Operational Taxonomies
          1. Dublin Core
          2. Darwin Information Typing Architecture
          3. Other Taxonomies
        4. Usability and Tool Development
        5. Use of SharePoint and Maintenance
      5. An Information Organization Project
        1. Phase 0: Information Organization Assessment
        2. Phase 1: Business Requirements Development
        3. Phase 2: Technical Requirements and Project Charter
        4. Phase 3: Audit and Analysis
        5. Phase 4: Development of Putability and Findability
        6. Phase 5: Governance and Maintenance
      6. SharePoint 2010 Tools to Organize Information
      7. Summary
    2. 10. Collaboration and Portals
      1. Using Collaboration Sites
        1. Collaboration Site Templates
        2. Meetings Workspace Site Templates
        3. Enabling Collaboration Features
        4. Planning for Collaboration
          1. Web Applications
          2. Managed Paths
          3. Provisioning
            1. Self-Service Site Creation
            2. Request-based site creation
        5. Integration with SharePoint Workspace 2010
      2. Choosing to Use Portal Sites
        1. Portal Site Scenarios
          1. Collaboration
          2. Publishing
          3. Records Management
          4. Project Implementation Scenario
        2. Publishing Portal Features
      3. The Benefits of Enterprise Wikis
      4. Sharing Knowledge: The Social Experience
        1. Social Features
          1. My Sites
          2. Blogs and Wikis
          3. Social Tagging
          4. Expertise Tagging
          5. Social Search
          6. Ratings
        2. Integrating with the Outlook Social Connector
      5. Creating an Information Repository with the User Profile Service
        1. Uses and Benefits of the User Profile Service
          1. User Profiles
          2. Organization Profiles
          3. Profile Synchronization for User Profile Services
          4. Audiences
          5. My Site Host
          6. My Site
          7. Social Tags and Notes
        2. User Profile Service Architecture
          1. Web Front-End Servers
          2. Application Servers
          3. Databases
        3. Setting Up and Configuring the User Profile Service
          1. Starting the User Profile Service
          2. Editing an Existing User Profile Service Application
          3. Delegating Administration of a User Profile Service Application
          4. Creating User Sub-types
          5. Creating User Profile Properties
          6. Editing and Deleting Existing User Profile Properties
          7. Editing Profile Policies
          8. Creating and Configuring Audiences
        4. Profile Synchronization
          1. Starting User Profile Synchronization Service
          2. Creating New Profile Synchronization Connection
          3. Editing Profile Synchronization Connection Filters
          4. Creating an Organization Profile
        5. Setting Up My Sites
          1. Configuring the My Site Settings
          2. Configuring User Permissions
      6. Summary
    3. 11. Search Server 2010 and FAST Search: Architecture and Administration
      1. Introducing Enterprise Search
      2. Search Architecture
        1. Search Tools
          1. Language Detection
          2. Word Breakers
          3. Custom Dictionaries
          4. iFilters
          5. Connectors
        2. Search Components and Processes
      3. Farm and Application Configuration
        1. Search Support Staff
        2. Farm-Wide Search Settings
        3. Managing Crawler Impact Rules
        4. Creating Search Applications
        5. Configuring the Search Application
          1. Publishing the Service
          2. Delegating Administration
          3. Modifying Properties
      4. Configuring Crawls
        1. Creating and Managing Content Sources
        2. Creating and Managing Crawl Rules
        3. Using Server Name Mappings
        4. Controlling Host Distribution
        5. Managing File Types
        6. Resetting the Index
      5. Managing Crawls
        1. Global Crawl Management
        2. Content Source Crawl Management
        3. User Crawl Management
        4. Scheduling Crawls
      6. Reviewing and Troubleshooting Crawls
        1. Using Crawl Logs
        2. Using Crawl Reports
        3. Diagnostic Logging
      7. Managing the Search Service Topology
        1. Scaling Considerations
        2. Modifying the Topology
        3. Crawl Databases
        4. Crawl Components
        5. Property Databases
        6. Index Partitions and Query Components
      8. FAST Search Server 2010 for SharePoint
        1. Introducing FAST Search Server 2010
        2. Architecture and Topology
          1. SharePoint WFE Servers
          2. SharePoint Application Servers
          3. FAST Application Servers
          4. Database Servers
          5. Scaling FAST Application Layer (Cluster)
          6. Indexing Connectors
            1. Web content
            2. Database CONTENT
            3. Lotus Notes Content
            4. Line-of-Business Data Content
      9. Summary
    4. 12. Using Windows PowerShell to Manage Search Services and FAST Search
      1. Working with Basic Search
      2. Using Enterprise Search
        1. Creating and Managing Search Application Topology
          1. Configuring the Search Administration Component
          2. Provision Crawl Topology and Crawl Components
          3. Provision Query Topology and Query Components
        2. Administering Content Sources
          1. Scheduling Content Sources
          2. Creating and Deleting Content Sources
          3. Starting and Stopping Content Source Crawling
        3. Modifying Authoritative Pages and Search Metadata
          1. Configuring Authoritative Pages
          2. Maintaining Metadata Categories and Properties
      3. Deploying and Managing FAST Search with Windows PowerShell
        1. Using the FAST Search Server 2010 for SharePoint Shell
        2. cmdlets for FAST Search Server 2010 for SharePoint
        3. Adding FAST Search Server 2010 for SharePoint to a SharePoint 2010 Installation
          1. Creating and Configuring the Content SSA
          2. Creating and Configuring a Query SSA
      4. Summary
    5. 13. Customizing the Search Results and Search Center
      1. Benefits of the Search Features
      2. Introducing SharePoint Search
      3. Improving the User Experience
        1. Contextual Promotions
          1. Adding User Context Metadata
          2. Using Managed Keywords
          3. Adding Best Bets
          4. Adding Visual Best Bets
          5. Advanced User Contexts
          6. Using Language Detection
        2. Customizing the User Interface
          1. Choosing and Customizing the Search Center
          2. Customizing the Enterprise Search Center
        3. Creating New Search Pages
          1. Creating New Tabs
          2. Configuring Custom Page Access
      4. Customizing Search Pages
        1. Query Pages
        2. Search Box Web Part
        3. Advanced Search Pages
        4. Customizing the Results Presentation
          1. Refinement Panel
          2. Search Core Results
        5. Customizing Search Results Metadata
      5. Improving Search Quality
        1. Linguistics
          1. Tokenization and Normalization
          2. Spelling and Pronunciation
            1. Spell-Tuning
            2. Excluding Words from Spell Check
          3. Lemmatization
          4. Entity Extraction
        2. Creating Search Rules
        3. Rank Profile
        4. XRANK
        5. Search Quality Summary
      6. Improving Collection Quality
        1. Preventing Content Errors
        2. Diagnosing Content Issues
      7. Summary
    6. 14. Administering Enterprise Content Management
      1. Document Management
        1. Document Libraries
          1. Creating a Document Library
          2. Adding Documents to a Library
          3. Adjusting Document Library Settings
        2. Versioning
          1. Requiring Check-in/Check-out and Content Approval
          2. Draft Item Security
        3. Information Management Policy
          1. Retention
          2. Auditing
          3. Barcodes
          4. Labels
        4. Opening and Saving Documents in a Document Library
        5. Metadata Navigation and Filtering
          1. Configuring Navigation Hierarchies
          2. Configuring Key Filters
          3. Configuring Automatic Column Indexing
        6. The Content Organizer
          1. Configuring the Content Organizer
          2. Setting Up Content Organizer Rules
        7. Document Sets
        8. Location-Based Metadata Default Values
        9. Document Center Template
      2. Enterprise Metadata Management
        1. Content Types and Columns
        2. Managed Metadata Fields
        3. Term Store and Term Sets
          1. Term Store Management, Groups, and Scoping
          2. Configuring Groups
          3. Configuring Term Sets and Terms
        4. Content Type Syndication
          1. Setting Up a Content Type Syndication Hub
          2. Setting Up the Managed Metadata Service
          3. Publishing Content Types from the Hub
          4. Configure Content Type Publishing in Subscribed Site Collections
      3. Records Management
        1. Records Management and Upfront Preparation
        2. Records Management Features
        3. Improved Records Center Site
        4. In-Place Records Management
          1. Site and List Level Declaration Settings
          2. Declare a Record Within a Library
          3. Document Compliance Details
        5. eDiscovery and Hold
          1. Configuring Holds
          2. Placing a Hold on a Document
          3. Performing eDiscovery
          4. Viewing Hold Reports
        6. Retention
          1. Library-Based Retention
          2. File Plan Report
        7. Scalability
      4. Web Content Management
        1. Accessibility and Markup
        2. Content Query
        3. Ratings
        4. Folders
        5. Page Authoring
        6. Themes and Branding
      5. Digital Asset Management
        1. New Content Types
        2. Video Streaming Infrastructure
        3. User Interface
      6. Summary
    7. 15. Administering Web Content Management and Publishing
      1. Publishing Site Types and Features
        1. Choosing the Right Site Type
        2. Enabling Publishing Features
        3. Publishing Workflows
        4. Branding
        5. Using Variations
        6. SharePoint 2010 Platform Enhancements
      2. Administering Publishing Sites
        1. Security and Permissions
        2. Site Structure and Navigation
        3. The SharePoint Page Model
          1. Master Pages
          2. Page Layouts
          3. Field Controls
          4. Web Parts
        4. SharePoint Designer Settings
        5. Control and Insight from Analytics
          1. Configuring Analytics
          2. Analytics Reports
      3. Authoring and Publishing Web Content
        1. Web-based Content Authoring
        2. Smart Client Content Authoring
          1. Configuring Document Conversion Services
          2. Custom Document Converters
        3. Web Parts in Publishing Pages
          1. Content Query Web Part
        4. Digital Media and Asset Libraries
          1. Asset Libraries
          2. Using Media from Within Microsoft Office Applications
          3. Rich Media Within Publishing Sites
        5. Reusable Content
      4. Configuring Content Caching
        1. Content Caching Overview
        2. BLOB Cache
          1. Planning for BLOB Cache
            1. Choosing File Types to be Cached
            2. Planning for Storage
          2. Configuring BLOB Cache
          3. Bit Rate Throttling
        3. Page Output Cache
          1. Output Cache Considerations
            1. Pros of Using Output Cache
            2. Cons of Using Output Cache
          2. Output Cache Concepts
            1. Cache Policies
            2. Cacheability
            3. Cache Profiles
            4. Creating New Cache Profiles
          3. Configuring Output Cache
            1. Configuring Output Cache at the Web Application Level
            2. Configuring Output Cache at the Site Collection Level
            3. Configuring Output Cache at the Site Level
            4. Configuring Output Cache at the Page Level
        4. Object Cache
          1. Object Cache Considerations
          2. Configuring Object Cache
            1. Configuring Object Cache at the Web Application Level
            2. Configuring Object Cache at the Site Collection
            3. Flushing Object Cache
      5. Managing Content Deployment
        1. Content Deployment Concepts
          1. Content Deployment Paths
          2. Content Deployment Jobs
          3. Content Deployment Security
        2. Content Deployment Considerations
          1. Determine Whether to Use Content Deployment
          2. Determine the Number of Farms
          3. Plan for Export and Import Servers
          4. Plan for Content Deployment Job Scheduling
          5. Plan for Large Jobs
          6. Plan for Change Log Settings
          7. Deploy to an Empty Site Collection for Initial Deployment
        3. Configuring Content Deployment
          1. Configure Content Deployment Settings
          2. Create Content Deployment Path
          3. Create Content Deployment Job
          4. Configure a Quick Deploy Job
      6. Summary
    8. 16. Securing Information
      1. Introducing SharePoint Security
      2. Securing a SharePoint Farm
        1. Farm Administrators Group
        2. Service Account Configurations
        3. Approving or Rejecting Distribution Groups
        4. Configuring Information Rights Management
        5. Configuring Information Management Policies
          1. Labels
          2. Barcodes
          3. Retention
      3. Securing a Web Application
        1. Zones
        2. Authentication Providers
        3. How Zones, Web Applications, and Security Work Together to Provide Secure Solutions
        4. Changing Authentication Providers for a Web Application
        5. Managing Web Part Security
        6. Self-Service Site Creation
      4. Securing Site Collections
        1. Custom Site Collection Policies
        2. Auditing Activities in a Site Collection
        3. Security Trimming for Navigation
        4. Site Collection Administrators
      5. Securing Sites
        1. Indexing Site and List Content
        2. Site Permissions and Permission Inheritance
          1. Permission Overview
          2. Permission Dependencies
          3. Permission Level Inheritance
          4. Groups
          5. Using Active Directory Groups for SharePoint Security
      6. Securing Lists
        1. Content Approval
        2. Versioning Settings
        3. Draft Item Security
      7. Windows PowerShell Security
      8. Service Application Permissions
      9. Summary
    9. 17. Data Protection, Recoverability, and Availability
      1. Introducing Disaster Recovery
        1. The Importance of Redundancy
        2. The Role of Backups
          1. Storing Backups
          2. Types of SharePoint Backups
        3. Restores
      2. Disaster Recovery Planning
        1. Education
          1. Server Operating System
          2. SQL Server
          3. Internet Information Services
          4. Third-Party Software
          5. Network Components
          6. Central Administration
          7. Web Front-End Servers
          8. Search Server
          9. Service Applications
        2. Documentation
          1. SharePoint-Dependent Documentation
            1. Operating System
            2. SQL Server
            3. Internet Information Services
          2. SharePoint Component Documentation
            1. Central Administration
            2. Web Front-End
            3. Search Service
            4. Service Applications
        3. Preparation
      3. Using SharePoint 2010 Disaster Recovery Tools
        1. Versioning
        2. The Two-Stage Recycle Bin
        3. Central Administration
        4. Windows PowerShell
        5. STSADM
        6. SQL Server Backups
        7. Read-Only Content Databases
        8. Unattached Content Databases
      4. Performing Backups and Restores
        1. Using Central Administration
        2. Using Windows PowerShell
          1. Using the Backup-SPFarm and Restore-SPFarm cmdlets
            1. Parameters Specific to the Backup-SPFarm Cmdlet
            2. Parameters Specific to the Restore-SPFarm Cmdlet
          2. Using the Backup-SPConfigurationDatabase cmdlet
          3. Using the Restore-SPFarm cmdlet to Restore Only Farm Configuration Information
          4. Using the Backup-SPSite and Restore-SPSite cmdlets
          5. Using the Export-SPWeb cmdlet
          6. Using the Import-SPWeb cmdlet
          7. Sample Windows PowerShell Backup and Restore Commands
        3. Using STSADM
          1. Catastrophic Backups
          2. Catastrophic Restores
          3. Site Collection Backups
          4. Site Collection Restores
          5. Site and Subsite Exports
          6. Site and Subsite Imports
          7. Sample STSADM Backup and Restore Commands
        4. Example of Performing a SharePoint 2010 Farm Backup and Restore
          1. Performing a Farm-Level Backup Using Windows PowerShell
          2. Using Central Administration to Restore Your Windows PowerShell Backup
          3. Using SQL Server for Backups and Restores
      5. High-Availability Options in SharePoint 2010
        1. SQL Database Mirroring
          1. Asynchronous Database Mirroring
          2. Synchronous Database Mirroring
        2. SQL Server Transaction Log Shipping
        3. Combining Database Mirroring and Log Shipping
        4. SQL Snapshots
        5. SQL Server Failover Clustering
      6. Ensuring a Full Farm Recovery
      7. Summary
  10. V. Advanced Topics
    1. 18. Aggregating External Data Sources
      1. What Are the Business Connectivity Services?
      2. Using the Business Data Connectivity Service Application and Model
        1. Business Data Connectivity Layer
          1. BDC Administration
          2. BDC Runtime
        2. External Content Types
        3. BDC Models and Resource Files
      3. Understanding the BCS Security Options
        1. Authentication Modes
        2. Authorization
      4. Managing Data Connections
        1. Setting BCS Permissions
        2. Configuring Profile Page Creation
        3. Creating BDC Models
        4. Importing BDC Models
        5. Creating a Profile Page
        6. Creating External Data Actions
        7. Modifying BDC Objects
        8. Using External System Throttling
      5. Building Composite Solutions
        1. External Lists
        2. Business Data Web Parts
        3. External Data Columns
        4. External Data Search
          1. Adding a Content Source
          2. Mapping Crawled Properties
          3. Customizing the End-User Experience
        5. External Data and User Profiles
      6. Summary
    2. 19. Web Parts and Their Functionality in SharePoint 2010
      1. Introducing Web Parts
      2. Before You Begin Developing Web Parts
      3. Managing Web Parts
        1. Adding Web Parts
        2. Editing Web Parts
          1. Appearance
          2. Layout
          3. Advanced
        3. Connecting Web Parts
      4. Exploring New and Improved Out-of-the-Box Web Parts
        1. Lists And Libraries Web Parts
        2. Business Data Web Parts
          1. Business Data Actions
          2. Business Data Catalog Filter
          3. Business Data Item
          4. Status Indicator
        3. Content Rollup Web Parts
        4. Document Sets Web Parts
        5. Filter Web Parts
        6. Forms Web Parts
        7. Media And Content Web Parts
        8. Outlook Web App Web Parts
        9. Search Web Parts
          1. Advanced Search Box
          2. Dual Chinese Search
          3. Federated Results
          4. Refinement Panel
          5. Search Core Results
          6. Related Queries
          7. Search Action Links
          8. Search Best Bets
          9. Search Paging
          10. Search Statistics
          11. Top Federated Results
        10. Social Collaboration Web Parts
      5. Other Web Parts
        1. The Data View Web Part
        2. PerformancePoint Services in SharePoint 2010 Web Parts
          1. Reports
          2. Scorecard
          3. Filter
          4. StackSelector
        3. Web Analytics
        4. Office Client Web Parts
          1. Excel Web Access
          2. InfoPath Form
          3. WSRP Viewer
        5. Silverlight Web Part
      6. Summary
    3. 20. Publishing SharePoint 2010 to Mobile Devices
      1. Introducing SharePoint Mobile in 2010
        1. Microsoft Office Mobile 2010
        2. SharePoint Workspace Mobile 2010
        3. Microsoft Office Web Applications
          1. Installing Office Web Applications
          2. Checking the Status of Office Web Application Services
          3. Activating Services and Creating Application Proxies
          4. Activating Site Collection Features
          5. Controlling Service-Specific Settings
            1. Excel Services
            2. PowerPoint Service
            3. Word Viewing Service
          6. PowerPoint Broadcast Slide Show Setup
            1. Starting a Broadcast
            2. Using Group Policy to Adjust Broadcast Service Settings
        4. Mobile Search
        5. Mobile Views
          1. Supported Web Parts, Pages, Lists, Libraries, and Columns
          2. List Settings for Mobile Views
      2. Previewing Mobile Access Device Options
        1. Windows Phone
        2. Other Devices
      3. Setting Up SMS Alerts
        1. Mobile Account Prerequisites
        2. Configuring a Mobile Account at the Farm Level
        3. Configuring a Mobile Account at the Web Application Level
        4. Configuring a Mobile Account Using Windows PowerShell
      4. Exploring Mobile Access Scenarios
        1. Anonymous Mobile Browser Access
        2. Authenticated Cross-Firewall Access
        3. Authenticated Secure Gateway Access
      5. Examining Common Firewall Configurations
        1. Edge Firewall
        2. Multi-homed Firewall
        3. Back-to-Back Firewall
        4. Secure Access Gateway Configuration
      6. Setting Up UAG for SharePoint
        1. Important Considerations
          1. Alternate Access Mappings
          2. Public Host Names
        2. Setting Up SharePoint for Cross-Firewall Access
        3. Creating Application Portal Trunk in UAG
        4. Publishing SharePoint Through a Portal Trunk in UAG
          1. Adding a SharePoint Site as an Application to a Portal Trunk
          2. Enabling Mobile Access for a SharePoint Link in a Portal Trunk
      7. Summary
    4. 21. Business Intelligence, Reporting Services, and PerformancePoint Services
      1. Decision Making and BI
      2. Establishing a Common Language
        1. Applying KPIs to Goals
        2. Creating Scorecards with KPIs
        3. Understanding Dashboards
      3. SQL Server Reporting Services 2008
        1. What’s New in SQL Server Reporting Services 2008
          1. Report Authoring
          2. Report Processing and Rendering
          3. Architecture and Tool Changes
        2. Understanding the Architecture of SQL Server Reporting Services 2008
          1. Clients Tier
          2. SharePoint Tier
          3. Report Server Tier
            1. Memory Management
            2. Log Files
          4. Data Tier
          5. Detailed Architectural Overview and Common Scenarios
        3. Installing and Configuring SQL Server Reporting Services 2008
          1. Configuring Reporting Services
          2. Configuring Report Server Integration with SharePoint Central Administration
        4. Deploying and Managing Reports
      4. PerformancePoint Services 2010
        1. What’s New in PerformancePoint Services 2010
        2. Understanding the Architecture of PerformancePoint Services 2010
        3. Installing and Configuring PerformancePoint Services 2010
          1. Creating a PerformancePoint Service Application
          2. Creating a Secure Store Service
          3. Defining an Unattended Service Account
          4. Adding a PerformancePoint Service Application
          5. Defining SharePoint Locations as Trusted Data Source Locations
          6. Defining SharePoint Locations as Trusted Content Locations
        4. Upgrading PerformancePoint Server 2007
        5. Migrating Content to Another SharePoint 2010 Location
      5. Summary
    5. 22. Upgrading to SharePoint 2010
      1. Introduction to SharePoint 2010 Upgrades
        1. Philosophy
        2. How It Works
      2. SharePoint 2010 Upgrade Types
        1. SharePoint 2010 Upgrade Scenarios
        2. Special Cases
        3. SharePoint 2010 Upgrade Paths
          1. Supported Upgraded Topologies
          2. Upgrade Restrictions
      3. Preparing to Upgrade to SharePoint 2010
        1. Ten Best Practices for Upgrading to SharePoint 2010
        2. Backing Up and Testing Your SharePoint Farm
          1. Backing Up Your Current SharePoint Farm
          2. Testing Your SharePoint Farm Backups
        3. Running the Pre-Upgrade Checker Tool
      4. SharePoint 2010 Upgrade Considerations
        1. Upgrade Process Considerations
        2. Upgrading the SharePoint User Interface
        3. Upgrading Features
        4. Five Steps to a Successful Upgrade to SharePoint 2010
      5. Performing a Database Attach Upgrade
        1. Preparing the New Farm Environment for the Upgrade
          1. Creating and Configuring the New SharePoint 2010 Environment
            1. Installing SharePoint 2010
            2. Duplicating your Web Applications and Farm Configurations
            3. Manually Transfering all Farm Customizations
          2. Verifying the New SharePoint 2010 Environment
        2. Attaching Your Existing Content Databases to Your New SharePoint 2010 Farm
          1. Verifying That You Have the Required SQL Server Permissions
          2. Associating the Existing Content Databases with Their New Web Applications
            1. Windows PowerShell Test-SPContentDatabase cmdlet
            2. STSADM –O AddContentDB Command
          3. Verifying That the Upgrade Operation Was Successful
      6. Performing an In-Place Upgrade
        1. Installing the In-Place Upgrade
        2. Configuring the In-Place Upgrade
        3. Performing a Hybrid Upgrade Approach
          1. Hybrid Approach 1: Read-Only Databases
          2. Hybrid Approach 2: Detach Databases
        4. Upgrading from SharePoint Portal Server 2003
      7. Performing Post-Upgrade Configurations
        1. Shared Service Provider Upgrade
          1. Taxonomy Data and Photo Store for Profile Services
          2. Upgraded InfoPath Form Templates
        2. Security Configurations
      8. Summary
    6. 23. Creating and Managing Workflows
      1. Understanding Human Workflows
      2. Understanding System Workflows
      3. Workflows in SharePoint 2010
        1. Workflow Stages and Forms
        2. SharePoint 2010 Workflow Types by Packaging and Deployment
        3. SharePoint 2010 Workflow Types by Associations
        4. SharePoint 2010 Workflow Improvements
          1. Workflow Modeling Tool Improvements
          2. Site Workflows
          3. Reusable Declarative Workflows
          4. Impersonation in Declarative Workflows
          5. Timer-Based Execution
          6. Workflow List Events
          7. Pluggable Workflow Service
          8. Improved Compliance Capabilities
        5. Predefined Workflows of SharePoint 2010
          1. Collect Feedback Workflow
          2. Approval Workflow
          3. Disposition Approval Workflow
          4. Collect Signatures Workflow
          5. Three-state Workflow
          6. Translation Management
      4. Workflow Modeling and Development Tools
        1. Microsoft Visio 2010
        2. SharePoint Designer 2010
          1. Improvements in SharePoint Designer 2010
          2. Creating and Deploying Workflows in SharePoint Designer 2010
          3. Importing Workflows from Visio 2010
        3. Visual Studio 2010
          1. Visual Studio Workflow Project Types
          2. Standard Workflow Activities in Visual Studio
          3. Creating Workflows in Visual Studio
        4. Workflow Modeling Tools Comparison
      5. Planning for Workflow Deployment
        1. Identify Roles Involved
          1. Architects
          2. Workflow Developers
          3. Information Workers
          4. Farm Administrators
          5. Site Collection Administrators
          6. List Administrators
          7. Site Users
        2. Security Considerations
          1. Workflows Run as Administrators
          2. Impersonation in Declarative Workflows
          3. Permissions to Start Workflow
        3. Information Disclosure
          1. Task Notifications to Users Without Access
          2. Workflow Tasks and Workflow History
          3. Tampering with Tasks and Workflow History Items
      6. Setting Up Workflow Configurations
        1. Web Application Configurations
          1. Enabling or Disabling User-Defined Workflows
          2. Configuring Task Notification for Unauthorized Users
        2. Preserving Workflow History
      7. Deploying Workflows
        1. Deploying Predefined Workflows
        2. Deploying Declarative Workflows
        3. Deploying Custom Workflows
        4. Activating a Workflow
        5. Adding a Workflow Association
          1. Associating a Workflow with a List or Library
          2. Associating a Workflow with a Site Content Type
          3. Associating a Workflow with a Site
          4. Starting and Verifying the Workflow
      8. Monitoring Workflows
        1. Workflow Status
          1. Workflow Status for List or Library Workflows
          2. Workflow Status for Site Workflows
        2. Workflow Reports
          1. Viewing Site Collection Workflow Usage Summary
          2. Viewing Workflow Performance Analysis Reports
      9. Troubleshooting Workflow Issues
        1. Detecting Workflow Errors
        2. Resolving Workflow Errors
          1. Predefined Workflows
          2. SharePoint Designer 2010 Workflows
          3. Visual Studio 2010 Custom Workflows
      10. Summary
  11. Index
  12. About the Authors
  13. Copyright