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Microsoft® SharePoint® 2010: Deploying Cloud-Based Solutions

Book Description

Take team collaboration to the cloud with Microsoft SharePoint Online. SharePoint expert Phil Wicklund shows you the benefits of maintaining SharePoint 2010 business solutions in either the public or private cloud, and provides step-by-step procedures on how to deploy to both. Ideal for SharePoint architects and IT professionals, this book also helps you determine the return on investment (ROI) for using cloud technology.

Table of Contents

  1. Microsoft® SharePoint® 2010: Deploying Cloud-Based Solutions
  2. Dedication
  3. SPECIAL OFFER: Upgrade this ebook with O’Reilly
  4. A Note Regarding Supplemental Files
  5. Introduction
    1. Who Should Read This Book
      1. Assumptions
    2. Who Should Not Read This Book
    3. Organization of This Book
      1. Part I, “Introducing SharePoint in the Cloud”
      2. Part II, “Deploying SharePoint in the Public Cloud”
      3. Part III, “Deploying SharePoint in a Private Cloud”
    4. Code Samples
    5. Acknowledgments
    6. Errata and Book Support
    7. We Want to Hear from You
    8. Stay in Touch
  6. I. Introducing SharePoint in the Cloud
    1. 1. Introducing Microsoft SharePoint Online
      1. What Is the Cloud?
        1. Running Applications On-Premises
        2. Application Service Provider
        3. Infrastructure as a Service
        4. Platform as a Service
        5. Software as a Service
      2. Why Deploy to the Cloud?
        1. Handling Variable Load
          1. On and Off Again
          2. Disposable Computing
          3. Growing Fast
          4. Unpredictable and Predictable Bursting
          5. Excess or Inadequate Capacity
        2. Cost of Ownership
          1. The Fixed-Cost Dilemma
          2. Three-Year Hardware Life Cycles
          3. Personnel Costs
        3. Business Agility
        4. Business Stability
      3. SharePoint in the Cloud
        1. SharePoint in the Public Cloud
          1. Office 365 Overview
            1. SharePoint Online
            2. Exchange Online
            3. Lync
            4. Office Professional Plus
          2. Other SharePoint Cloud Providers
        2. SharePoint in the Private Cloud
          1. Comparing the Typical Data Center with the Private Cloud
            1. Hyper-V Cloud Virtualization
            2. Systems Center Operations Manager
            3. Systems Center Opalis
            4. Systems Center Service Manager
            5. Systems Center Virtual Machine Manger
          2. Multitenancy in SharePoint 2010
            1. Site Subscriptions
            2. Feature Packs
            3. Host Header Site Collections
            4. Tenant Administration Sites
            5. Isolation of Services
            6. Isolation of Customizations
          3. SharePoint in a Hybrid Cloud
      4. SharePoint Online Features Overview
        1. Sites
        2. Communities
        3. Content
        4. Search
        5. Insights
        6. Composites
      5. Configuring and Customizing SharePoint Online
        1. Sandboxed Solutions
      6. User Management and Security in SharePoint Online
        1. Anonymous Users
        2. Cloud-Based Identity and Synchronization
        3. On-Premises Identity and Single Sign-On
        4. Partner Users and External Access
        5. Authorization in Office 365 and SharePoint Online
      7. Migrating from On-Premises to SharePoint Online
        1. Getting Ready for Migration
          1. Planning for Authentication and Authorization
          2. Version Compatibility
          3. Capacity Compatibility
          4. Planning for Downtime
          5. Customization Compatibility
        2. Content Migration Options
      8. Getting Around in SharePoint Online
    2. 2. Office 365 Feature Overview
      1. Office 365 Overview
        1. Introducing the Four Key Products of Office 365
        2. Office 365 System Requirements
        3. 99.9 Percent Availability
        4. Recovery Time Objective/Recovery Point Objective
        5. International Availability
        6. Service Administration
        7. Federated Identity and Single Sign-On
        8. Microsoft Office 365 Desktop Setup
        9. Anywhere Access
        10. Document Coauthoring
        11. Mobile Access
        12. Online Meetings
      2. Four Products in One
        1. Exchange Online
          1. Exchange Online User Subscriptions
          2. Deleted Item Recovery in Exchange Online
        2. Microsoft Outlook
          1. Outlook 2010
          2. Instant Messaging and Presence
          3. Remote Device Wipe
          4. Delegate Access (Send on Behalf Permissions)
          5. Inbox Rules
          6. Information Rights Management
          7. Size of the Personal Archive
          8. Directory Synchronization
        3. Rolling Legal Hold (Single Item Recovery)
          1. Migration and Coexistence
        4. Lync Online
          1. Lync Online Features
            1. Instant Messaging
            2. Presence
            3. Office Outlook and SharePoint Online
            4. Lync-to-Lync Audio and Video Calls
            5. File Transfer
            6. Remote Access
            7. Distribution Lists
            8. Lync External Connectivity
          2. Lync Online/Lync Server On-Premises
          3. Lync Online with Exchange and SharePoint On-Premises
          4. Administration: Lync Online Control Panel
        5. SharePoint Online
        6. Microsoft Office Professional
      3. Licensing and Purchasing Office 365
        1. Office 365 for Professionals and Small Businesses (P1)
        2. Office 365 for Midsized Businesses and Enterprises
          1. Kiosk Plans (K1 and K2)
          2. Enterprise Plans (E1–E4)
          3. Licensing Office 365 Enterprise with an EA
        3. Office 365 for Education (EDU)
        4. Final Overview of Licensing
      4. Administering Office 365
        1. Managing Licenses
        2. Creating Users
        3. Editing Users
        4. Deleting Users
        5. Administering SharePoint Online
        6. Administering Exchange Online
          1. Exchange Online Control Panel
          2. Forefront Online Protection for Exchange Administration Center
        7. Office Professional Plus Deployment Options
          1. Deploying via Office 365 Portal
          2. Deploying via Network Share
          3. Deploying via Group Policy Computer Startup Script
        8. Remote PowerShell
    3. 3. Planning for SharePoint Online
      1. Planning SharePoint Online Core Capabilities
        1. Administration
        2. Sites and Site Collections
        3. Site Templates
        4. Site Collection Space Allocation
        5. Languages
        6. User Profiles
          1. User Profile Properties
          2. User Profile Policies
            1. What Information Should Be Required?
            2. What Information Should Your Users Be Allowed to Update?
            3. What Information Should Be Hidden from Other Users?
        7. Audiences
        8. Social Capabilities of SharePoint Online
          1. Rating
          2. Tagging
          3. My Sites
            1. Which Users Can Create My Sites?
            2. Does the User Have the Ability to Perform Tagging?
            3. Can the User Add Colleagues?
        9. InfoPath Forms Services
        10. Managed Metadata
        11. Office Web Apps
        12. Public-Facing Websites
      2. Planning Your Information Architecture
        1. IA Basics: Sites and Subsites
        2. Storing Information in Lists and Libraries
          1. Libraries
          2. Lists
        3. Categorizing Your Information with Content Types
        4. Discoverability of Information in SharePoint Online
          1. Global and Current Navigation
          2. Discovering Information Through Its Metadata
          3. Discovering Information with Search
            1. Plan Search and Metadata
            2. Plan Search Scopes
            3. Plan Search Results Look and Feel
            4. Plan Search Keywords and Best Bets
            5. Plan Search Result Security Trimming
      3. Planning User Management and Security
        1. User Accounts in Office 365
        2. External Access with Share Site
        3. Team Site Access
        4. Single Sign-On
        5. Permission Levels and Group Membership
      4. Planning Customizations
        1. Supported Tools
        2. Plan Branding
        3. Plan Page Customization
        4. Plan Workflows
      5. Planning User Training
        1. Who?
        2. What?
        3. Where?
        4. When?
      6. Planning Ongoing Maintenance and Governance
        1. Ongoing Maintenance
        2. Governance
          1. Why?
          2. What?
          3. How?
          4. Who?
  7. II. Deploying SharePoint in the Public Cloud
    1. 4. Administering SharePoint Online
      1. Managing Site Collections
        1. Creating a New Private Site Collection
        2. Creating a New Public-Facing Website
        3. Deleting a Site Collection or Website
        4. Viewing the Properties of a Website
        5. Managing Site Collection Administrators
        6. Managing Site Collection Disk and Resource Quotas
        7. Enabling External Access to Site Collections
      2. Configuring InfoPath Forms Services
        1. InfoPath Forms Services
        2. InfoPath Web Service Proxy
      3. Configuring User Profiles
        1. Manage User Permissions
        2. Profiles, Profile Properties, and Profile Policies
        3. Audiences
        4. Managing My Sites
          1. Setting Up My Sites
          2. Configuring Trusted Host Locations
          3. Personalization Sites and Linking to Office Client Applications
          4. Managing Social Tags and Notes
      4. Configuring the Managed Metadata Term Store
        1. What Is Metadata?
        2. Content Types and Site Columns
        3. Managed Metadata
          1. Managed Terms
          2. Managed Keywords
        4. Managing the Term Store
          1. Adding Term Store Administrators
          2. Adding Supported Languages
          3. Creating a New Group
          4. Assigning Group Managers and Contributors
          5. Creating a New Term Set
          6. Creating a Hierarchy of Terms and Managing Existing Terms
          7. Creating Term Labels
          8. Importing Terms
          9. Changing Keywords into Managed Terms
    2. 5. Identity Management and Authentication
      1. Identity Management Technologies and Techniques
        1. Authentication Sources
          1. Authentication from a Web Browser
          2. Authenticating from Rich Client Applications
        2. Creating Cloud Identity User Accounts for Office 365
        3. Office 365 Desktop Setup and the Sign-In Assistant
        4. Two-Factor Authentication
          1. Planning for Two-Factor Authentication with Single Sign-On
          2. Deploying Two-Factor Authentication for SharePoint Online
        5. DirSync
        6. ADFS 2.0 and Single Sign-on
        7. Partner Access and External Sharing
        8. Password Management
      2. Configuring Identity Federation and Synchronization
        1. Federation Roadmap
          1. Phase 1: Plan for Identity Federation
          2. Phase 2: Create Internal and Perimeter Federation Farms
          3. Phase 3: Verify domains and Use PowerShell to configure a federation trust
          4. Phase 4: Configure Active Directory Synchronization
        2. Planning Your ADFS 2.0 Deployment
          1. Planning Your Internal Federation Farm
          2. Planning Your Perimeter Network
          3. Configuring Single Sign-On in 12 Easy Steps
      3. Managing Identities with Remote PowerShell
        1. Creating a New User
        2. Assigning a License to a User
        3. Removing a User
        4. Resetting a User’s Password
        5. Blocking a User
        6. Disabling Password Expiration for a User
        7. Disabling Strong Password Strength Requirements
        8. Adding a New Security Group
        9. Adding Users to a Security Group
        10. Deleting a Security Group
    3. 6. Migrating to SharePoint Online
      1. Migration Scenarios
      2. Migration Techniques
        1. Manual Migration Through the User Interface
          1. Migrating a Site, List, or Library by Saving Them as Templates
          2. Migrating Documents Through Windows Explorer
        2. Mail and Restore Content Database
        3. Migration Agents Used with SharePoint Online Dedicated
        4. SharePoint Web Services
      3. Supported Items and Migration Gotchas
        1. Managed Paths
        2. Capacity and Threshold Constraints
        3. Authentication Providers
        4. Unsupported Customizations
        5. Unsupported SharePoint 2010 Features
      4. Planning for Migration Downtime
    4. 7. Introduction to Customizing and Developing in SharePoint Online
      1. Developing Against the Cloud vs. On-Premises
        1. Development for On-Premises
        2. Development for SharePoint Online Standard
        3. Development for SharePoint Online Dedicated
      2. Customization Tools
        1. Customization Tools: The Browser
        2. Customization Tools: SharePoint Designer
          1. Designing and Branding Sites with SharePoint Designer
          2. Connections to Data
          3. Interactive, Data-Rich User Interface Elements
          4. SharePoint Designer Access
          5. Deployment with SharePoint Designer
        3. Customization Tools: Office InfoPath
          1. Customizing the Out-of-the-Box Edit Forms by Using InfoPath
          2. Publishing an InfoPath Form to a Form Library
          3. Using InfoPath Forms in Workflow Solutions
        4. Customization Tools: Visual Studio
      3. Introduction to Sandboxed Solutions
        1. Sandboxed Solutions: What Works and What Doesn’t
        2. Additional Restrictions of Sandboxed Solutions
        3. Tips and Tricks for Using Sandboxed Solutions
          1. Create Site Collections in SharePoint Online to Validate Deployment
          2. Use Visual Studio 2010 Power Tools
          3. Debug Sandboxed Solutions Locally
          4. Output Debug Information in SharePoint Online
          5. Use FXCop to Test Your Code
      4. Building and Deploying a Sandboxed Web Part
      5. Deploying Full-Trust Code in SharePoint Online Dedicated
        1. Microsoft SharePoint Online Code Analysis Framework
        2. Dedicated Code Review and Deployment Process
          1. Steps 1 and 2: Create the High-Level Design Document
          2. Step 3: Review the HLD
          3. Step 4: Develop the Custom Solution
          4. Step 5: Test and Validate the Solution
          5. Step 6: Build and Analyze the Deployment Package
        3. Deployment Guidelines
          1. Physical Directory Structure and Components in the Deployment Package
          2. Validating and Submitting the Deployment Package
      6. Introduction to the Client Object Model
        1. Client Object Model Architecture
        2. Client Object Model: What Works and What Doesn’t
        3. Using the Silverlight Client Object Model
        4. Using the .NET Client Object Model
        5. Using the JavaScript Client Object Model
        6. Authentication in the Client Object Model
          1. Authentication in the ECMAScript Object Model
          2. Authentication in the Silverlight Object Model
          3. Authentication in the .NET Managed Object Model
      7. SharePoint Online Integration with Azure
        1. SharePoint Online and Silverlight Integration with Azure
        2. SharePoint Online Dedicated Integration with Azure
  8. III. Deploying SharePoint in the Private Cloud
    1. 8. Introduction to Creating a Private Cloud
      1. Private Cloud Benefits
        1. Reliability and Predictability
        2. Highly Automated, Agile, and Supports Self-Service
        3. Flexibility to Meet Diverse Capacity Patterns
      2. How Do You Build a Private Cloud?
        1. The Resource Foundation
        2. The Operations Foundation
          1. The Automation Layer
          2. The Management Layer
            1. System Center Operations Manager
            2. System Center Configuration Manager
            3. System Center Virtual Machine Manager
            4. System Center Data Protection Manager
          3. The Orchestration Layer: System Center Orchestrator 2012
        3. The Service Foundation
          1. Infrastructure as a Service
          2. Platform as a Service
          3. Software as a Service
        4. The Self-Service Layer: SCSM
      3. Preparing for Virtualization with Hyper-V
        1. Virtualizing SharePoint
          1. Web Server Role
          2. Application Server Role
          3. Query Component Role
          4. Crawl Component Role
          5. Database Planning Role
          6. Storage Planning Role
          7. BI Stack Role
        2. Microsoft Assessment and Planning Toolkit
        3. Server Virtualization Validation Program
          1. Planning
          2. Evaluation
          3. Proof of Concept
          4. User Acceptance Test
          5. Pilot
          6. Production
        4. Virtualization Performance Considerations
          1. Integration Components
          2. Patching
          3. Proper Host Roles
          4. Processors
          5. Memory
          6. Network
          7. Storage
          8. Scaling
        5. Getting Started with Hyper-V
          1. Install Hyper-V
          2. Create and Set Up a Virtual Machine
          3. Install the Operating System and Integration Services
      4. Automating SharePoint in a Private Cloud Using Opalis
        1. Example Scenario: Solving Real-World SharePoint Problems with Opalis
          1. The Monitor List Item Object
          2. The Create Change with Template Object
          3. The Execute PowerShell Script Object
          4. The Update List Item Object
          5. The Get Activity Object
          6. The Update Activity Object
    2. 9. Introducing Multitenancy in SharePoint 2010
      1. Why Multitenancy for On-Premises IT?
        1. Enables Easier Chargeback
        2. Supports Multiple Licensing SKUs in the Same Farm
        3. Accommodate “Vanity URLs” en Masse
        4. Delegates Site Collection Creation and Management
        5. Delegates Service Application Administration
      2. Options for Tenant Sites in SharePoint
        1. Give Each Tenant Its Own Dedicated Web Application
        2. Give Each Tenant One or More Site Collections in a Shared Web Application
        3. Give Each Tenant One or More Site Collections Associated with a Unique Site Subscription in a Shared Web Application
      3. Multitenancy Architecture
      4. Service Application Partitioning
      5. Site Subscriptions
      6. Tenant Administration
      7. Host Header Site Collections
      8. Feature Packs
      9. Ten Easy Steps to Tenant-Aware SharePoint
    3. 10. Configuring Tenant-Aware Service Applications
      1. Introduction to Service Applications
        1. Shared Service Basics
        2. Creating Service Applications
        3. Consuming Service Applications
      2. Step 1: Configuring the Site Subscription Service
        1. Configuring Prerequisites
        2. Configuring the Site Subscription Service
      3. Step 2: Creating Tenant-Aware Service Applications
        1. Creating the Business Connectivity Service
        2. Creating the Secure Store Service
        3. Creating the Managed Metadata Service
        4. Creating the User Profile Service
        5. Creating the Word Conversion Service
        6. Creating the Search Service
        7. Creating the State Service
        8. Creating the Usage Service
        9. Creating the Access Service
        10. Creating the Excel Calculation Service
        11. Creating the Visio Graphics Service
        12. Creating the Performance Point Service
        13. Creating the Web Analytics Service
    4. 11. Configuring Tenant-Aware Site Collections
      1. Step 3: Creating Feature Packs
      2. Step 4: Creating a New Site Subscription
      3. Step 5: Assigning a Feature Pack to a Tenant
      4. Step 6: Filtering the People Picker to an Active Directory Organizational Unit
      5. Step 7: Configuring Tenant-Aware Managed Paths
      6. Step 8: Creating Tenant Site Collections
        1. Create the Root Site Collection
        2. Create the Tenant Administration Site
        3. Create the My Site Host
        4. Enable Self-Service Site Creation
        5. Create the Host Named Sites by Using SSL
      7. Step 9: Associating the Tenant to the User Profile Service Application
      8. Step 10: Configuring a Content Type Hub
  9. A. Server, Online SharePoint, and Online Dedicated Compared
    1. SharePoint Online Capacities
    2. Services and Service Applications in SharePoint Online
    3. Customizations in SharePoint Online
    4. SharePoint Online Features and Capabilities
      1. Communities
      2. Composites
      3. Content
      4. Insights
      5. Search
      6. Sites
  10. B. About the Author
    1. About the Technical Editor
    2. About the Contributing Authors
  11. Index
  12. About the Author
  13. SPECIAL OFFER: Upgrade this ebook with O’Reilly
  14. Copyright