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Microsoft SharePoint 2013 Inside Out

Book Description

Conquer SharePoint 2013—from the inside out!

You’re beyond the basics, so dive right into SharePoint 2013—and really put your business collaboration platform to work! This supremely organized reference packs hundreds of timesaving solutions, troubleshooting techniques, and workarounds. It’s all muscle and no fluff. Discover how the experts facilitate information sharing across the enterprise—and challenge yourself to new levels of mastery.

  • Efficiently manage documents throughout the enterprise

  • Build team sites and collaborate with Microsoft OneNote and SkyDrive

  • Design workflows with SharePoint Designer and Microsoft Visio

  • Produce e-forms using Microsoft InfoPath and Access

  • Manage community sites using business social features

  • Connect SharePoint to external data and business systems

  • Create business intelligence dashboards and key performance indicators

  • Customize and control Sharepoint enterprise search

  • Table of Contents

    1. Microsoft SharePoint 2013 Inside Out
    2. Dedication
    3. Introduction
      1. Who this book is for
      2. How this book is organized
      3. Features and conventions used in this book
        1. Text conventions
        2. Design conventions
      4. Your companion ebook
      5. About the companion content
        1. System requirements
      6. Acknowledgments
      7. Support and feedback
        1. Errata
        2. We want to hear from you
        3. Stay in touch
    4. 1. Introducing SharePoint 2013
      1. The SharePoint wheel
        1. Sites
        2. Communities
        3. Content
        4. Search
        5. Insights
        6. Composites
      2. What’s new in SharePoint 2013
        1. Share
          1. Sharing content
          2. Enterprise Social
          3. Mobile
        2. Discover
          1. Information
          2. Insights
          3. Experts
        3. Organize
          1. Team sites
          2. Store and synchronize your documents
          3. Managing tasks and projects
        4. Build
          1. Build apps
          2. Build great-looking sites
        5. Manage
          1. Manage risk
          2. Manage costs
      3. Built for the cloud
      4. Hardware and software requirements
      5. Summary
    5. 2. Administration for business users
      1. Two categories of administration
        1. Business user administration
        2. IT professional administration
      2. Installation and configuration decisions
        1. Hosted SharePoint or on-premises SharePoint?
          1. On-premises
          2. Hosted
      3. The SharePoint structure
        1. Comparing a SharePoint web application to a tree
        2. Farm scalability, service applications, and databases
        3. The content database as a unit of storage
          1. Using a content database as a unit of backup and restoration
          2. Organizing for content database growth
      4. Search administration
      5. Security
        1. Authentication and authorization
        2. Types of authentication
          1. Classic Windows integrated
          2. Claims-based Windows integrated
          3. Forms-based
          4. Claims-based without Windows
          5. Anonymous access
        3. Securing web applications
          1. Public websites
          2. Secured intranets
          3. Secured extranets
        4. More security settings at the web-application level
          1. Extended web applications for your site collection
          2. User policy on a web application
          3. Self-Service Site Collection Creation
          4. Enabling client integration
          5. Encryption
      6. Upgrades and migration
        1. Upgrading from SharePoint 2010
          1. Content database upgrade
          2. Deferred Site Collection Upgrade
        2. Migrating content to SharePoint Server 2013
          1. Manual migration
          2. Migration tools
      7. Summary
    6. 3. Working with list and library apps
      1. What’s new with list and library apps
        1. Drag-and-drop functionality
        2. Live preview thumbnails
        3. The ellipsis
      2. Creating lists
        1. Creating a new list from the predefined lists
        2. Creating a custom list
      3. Creating libraries and site columns
        1. Creating a library
        2. Creating a site column
      4. Modifying list and library settings
        1. Modifying general settings
        2. Modifying versioning settings
          1. Modifying versioning settings for a list
          2. Modifying versioning settings for a library
        3. Modifying advanced settings
          1. Modifying advanced settings for a list
          2. Modifying advanced settings for a library
        4. Modifying validation settings
        5. Modifying column default value settings
        6. Modifying rating settings
        7. Modifying audience targeting settings
        8. Modifying form settings
      5. Updating permissions and management
        1. Deleting lists or document libraries
        2. Saving a list or library as a template
        3. Editing permissions for a list or library
        4. Adding a user to a list or library
        5. Removing a user from a list or library
        6. Checking permissions on a list or library
        7. Managing files that have no check-in version
      6. Modifying workflow settings
      7. Modifying information management policy settings
      8. Modifying enterprise metadata and keywords settings
      9. Generating a file plan report
      10. Creating and modifying list and library views
        1. Creating a list or library view
        2. Modifying and deleting views
      11. Working with list content
        1. Calculated columns
        2. List validations
        3. When to use folders
      12. Limitations and workarounds
        1. Software boundaries, limits, and thresholds
        2. Throttling
        3. Indexing columns
      13. Summary
    7. 4. Working with collaboration sites
      1. Creating team sites
        1. Customizing team sites
        2. Working with document libraries
        3. Using SkyDrive Pro
        4. Sharing sites, libraries, and files
          1. External sharing
          2. Checking sharing permissions
        5. Using a team notebook
        6. Using a site mailbox
      2. Understanding project sites
        1. Managing tasks
      3. Summary
    8. 5. Using Office applications with SharePoint
      1. Editing documents in Office
        1. Opening and saving files in SharePoint libraries
        2. Checking in and checking out files
          1. Checking out a file with the browser
          2. Checking out a file from within Word, PowerPoint, or Excel
          3. Checking out a file from within Visio
          4. Editing a file that is configured as Check Out Required
          5. Closing a checked out file
          6. Checking in a file from within Word, PowerPoint, Excel, or Visio
        3. Coauthoring with SharePoint 2013
          1. Important considerations
          2. Coauthoring in a mixed Office environment
          3. Performance and scalability
        4. Managing versions of a file from within Word, PowerPoint, Excel, or Visio
      2. Integrating Excel with SharePoint
        1. Sharing a Excel workbook with SharePoint
        2. Importing Excel data into a SharePoint list
        3. Analyzing SharePoint list data in Excel
      3. Integrating Access with SharePoint
        1. Using Access Services
        2. Moving Access data into SharePoint lists
      4. Integrating OneNote with SharePoint
      5. Integrating Outlook with SharePoint
      6. Using form libraries
      7. Integrating Project with SharePoint
      8. Using SkyDrive Pro with SharePoint
      9. Using Office Web Apps with SharePoint
      10. Summary
    9. 6. Sharing information with SharePoint social networking
      1. The Newsfeed
      2. Community sites
        1. Community portal
        2. Community Site template
        3. Visiting and joining communities
        4. Discussions
        5. Reputations
      3. Performing community site management
        1. Creating communities
        2. Setting permissions
        3. Changing community settings
        4. Managing and creating categories
        5. Setting achievement and reputation settings
      4. Moderating a community
        1. Moderation tasks
        2. Promoting people and content
      5. Extending your community to the cloud with Yammer
      6. Summary
    10. 7. Using and creating workflows
      1. SharePoint workflow basics
        1. Process automation methods
        2. Planning for process automation
        3. Introducing workflow terminology
          1. Workflow templates
          2. Workflows and workflow instances
          3. Association and initiation forms
        4. Using workflow templates and workflow instances
          1. Common lists used by workflow instances
          2. Adding a workflow template to a list or library
          3. Modifying a workflow
          4. Removing a workflow
          5. Using a workflow
          6. Using site workflow templates
      2. Gathering requirements using Visio diagrams
        1. Creating a Visio diagram
        2. Adding conditions and actions to a Visio diagram
        3. Validating and exporting a Visio SharePoint workflow diagram
        4. Importing a Visio diagram into SharePoint Designer
      3. Creating, editing, and managing custom workflows with SharePoint Designer
        1. Creating workflows and workflow templates
          1. Creating list and site workflows
          2. Checking and publishing workflows
          3. Using reusable and globally reusable workflows
          4. Packaging workflows
        2. Using conditions, actions, steps, stages, and loops
          1. Conditions
          2. Actions
          3. Steps
          4. Stages
          5. Loops
        3. Using the Workflow Settings page
        4. Editing workflows
          1. Save
          2. Clipboard
          3. Modify
          4. Insert
          5. Manage
          6. Variables
        5. Authoring work using the Visual Designer
          1. Action Tag attributes
          2. Action tag properties
        6. Working with the Text-Based Designer
          1. Stage outline
        7. Obtaining data not saved in the current item
      4. Summary
    11. 8. Planning site content
      1. An introduction to information architecture
        1. Start with purpose
        2. Use a sandbox
        3. Prototypes or wireframes
        4. Card sorting
      2. Governance
        1. What is SharePoint governance?
        2. How to govern SharePoint
        3. Governance by site audience
          1. Audience size growth
          2. Large audience governance
          3. Personal site governance
        4. Search
      3. Choosing a content manager
        1. Identifying the content manager on the page
      4. Planning content for Internet sites
        1. Tight governance for public messaging
        2. Separate content by audience
        3. Open to the public with anonymous permissions
          1. Enabling anonymous access in Central Administration
          2. Enabling anonymous access in Site Settings
      5. Advanced planning considerations
        1. IRM
        2. Data protection, recoverability, and availability
          1. Service-level agreement
          2. Two-stage recycle bins
      6. Summary
    12. 9. Creating and formatting content pages
      1. Creating and modifying content pages using a browser
        1. Modifying wiki pages
        2. Using the Format Text tab
          1. Using the Insert tab
        3. Modifying publishing pages
        4. Creating wiki pages
        5. Creating wiki links
        6. Creating publishing pages
        7. Managing pages
          1. Working with Page History
          2. Managing versions
        8. Using Web Part pages
          1. Shared version
          2. Personal version
          3. Editing Web Part pages
          4. Creating Web Part pages
        9. Using mobile pages
      2. Using SharePoint Designer 2013 to create and modify webpages
        1. Saving modifications
        2. Managing pages
        3. Creating pages
        4. Working in Advanced Mode
      3. Creating application pages for SharePoint sites
      4. Summary
    13. 10. Adding, editing, connecting, and maintaining web parts
      1. Web parts overview
      2. The new app model and app parts
        1. When an app is not an app
      3. Web parts in SharePoint 2013
        1. Blog web parts
        2. Business data web parts
        3. Community web parts
        4. Content rollup web parts
          1. Content Query Web Part
          2. Content Search Web Part
          3. Project Summary and Timeline Web Parts
          4. Relevant Documents Web Part
          5. RSS Viewer Web Part
          6. WSRP Viewer Web Part
          7. XML Viewer Web Part
        5. Filter web parts
        6. Forms web parts
          1. HTML Form Web Part
          2. InfoPath Form Web Part
        7. Media and content web parts
          1. Content Editor Web Part
          2. Getting Started With Your Site Web Part
          3. Image Viewer Web Part
          4. Page Viewer Web Part
          5. Picture Library Slideshow Web Part
          6. Embed code and media and the Script Editor Web Parts
        8. Social collaboration web parts
      4. Deprecated web parts
        1. Recent Activities Web Part
        2. Chart Web Part
        3. Status Indicators and Status List Web Parts
        4. Web Analytics
      5. Summary
    14. 11. Managing documents
      1. Document management locations
        1. Team Site
        2. Document Center
        3. Records Center
        4. Document library
          1. Versioning
          2. Workflows
      2. Site columns, content types, and the content type hub
        1. Site columns
        2. Content types
        3. Content type hub
      3. Managed metadata service for documents
      4. Managing document sets
      5. The importance of SharePoint Search in document management
      6. Summary
    15. 12. Designing web content management sites
      1. Designing and branding
        1. An overview of Design Manager
        2. Understanding the SharePoint page model
          1. Master pages
          2. Page layouts
          3. Pages
        3. Themes and composed looks
          1. Themes
          2. Composed looks
          3. Changing the look
      2. Creating site design
        1. Supporting mobile devices
          1. Understanding device channels
          2. Working with device channels
        2. Mapping a network drive
        3. Converting HTML to a master page
          1. Preparing the HTML file for conversion
          2. Converting the HTML file to a master page
        4. Understanding the HTML markup after conversion
          1. Document properties
          2. SharePoint markup
          3. Comments
          4. Markup (snippets)
          5. Preview blocks
          6. SharePoint IDs
        5. Updating the site master page
        6. Creating page layouts
      3. Using image renditions
      4. Using content rollup web parts
        1. Using the CSWP and display templates
          1. Display templates
          2. Display templates and search web parts
          3. Adding and configuring the CSWP
          4. How to create a display template
        2. Using the Content Query Web Part
          1. Adding and configuring the CQWP
          2. How to create customized XSL files for the CQWP
      5. Metadata and navigation
        1. Managed navigation
        2. Friendly URLs
      6. Publishing content
        1. Design packages
        2. Cross-site collection publishing
      7. WCM considerations
        1. Usage analytics
        2. Variations and multilingual sites
          1. Understanding variations
          2. Machine Translation Services
      8. Summary
    16. 13. Implementing compliance, records management, and eDiscovery
      1. Compliance
        1. HIPAA and the HITECH Act
      2. SOX
        1. Site-based retention
      3. Records management
        1. Implementing a records management planning process
          1. Review the compliance requirements document
          2. Identify the records management roles
          3. Analyze the organizational content
          4. Develop a file plan
          5. Develop the retention schedules
          6. Evaluate and improve the document management practices
          7. Design a records management solution
          8. Plan how content becomes records
          9. Convert active documents to records
          10. Plan the email integration
          11. Plan compliance for social media content
          12. Plan compliance reporting and documentation
        2. Using the Records Center Site template
          1. Create a Records Center site
          2. Access the Records Center dashboard
          3. Manage connections to a Records Center
      4. eDiscovery
        1. How eDiscovery works
        2. Site holds
        3. eDiscovery Center Site Collection template
          1. Creating an eDiscovery Center site collection
          2. Creating an eDiscovery case
          3. Adding sources and placing them on hold
          4. Preserving content
          5. Exporting eDiscovery search results
      5. Summary
    17. 14. Planning for business intelligence and key performance indicators
      1. Software requirements for business intelligence
        1. SQL Server 2012 for SharePoint business intelligence
        2. PowerPivot software requirements
        3. Reporting Services software requirements
        4. Excel Services advanced scenarios software requirements
        5. PerformancePoint Services (PPS) software requirements
        6. Visio Services software requirements
      2. Business intelligence in SharePoint Server 2013
        1. Excel Services
          1. Excel Services improvements
        2. PPS
          1. PPS improvements
        3. Visio Services
          1. Visio Services improvements
      3. Creating and configuring Excel Services service applications
        1. Configuring Excel Services
          1. Configuring an application pool account
          2. Starting Excel Calculation Services
          3. Creating an Excel Services service application
        2. Data authentication for Excel Services
          1. Data sources and authentication methods for Excel Services
          2. Connecting to external data with Excel Services
          3. Data connections for Excel workbooks
        3. Managing Excel Services
          1. Global settings for Excel Services
          2. Trusted file locations
          3. Trusted data providers
          4. Trusted data connection libraries
          5. User-defined function assemblies
          6. Data model settings
      4. Creating and configuring PPS service applications
        1. Configuring PPS
          1. Installing ADOMD.NET from SQL Server 2008 R2 feature pack
          2. Configuring the application pool account
          3. Starting PPS
          4. Creating a PPS service application
        2. Enabling trusted locations for PPS
          1. Enabling trusted locations for data sources and dashboard content
          2. Adding a trusted data source location
          3. Adding a trusted content location
      5. Creating and configuring a Visio Graphics Service service application
        1. Creating a Visio Graphics Service service application
        2. Configuring the global settings for a Visio Graphics Service
        3. Creating trusted data providers for a Visio Graphics Service
      6. Creating and configuring a Business Intelligence Center
        1. Creating a Business Intelligence Center
        2. Setting permissions for a Business Intelligence Center
      7. Summary
    18. 15. Implementing better business intelligence with Excel Services and SQL Server 2012
      1. Excel Services features overview
      2. External data connections
        1. Configuring the authentication settings
          1. Creating a data access account
          2. Using Analysis Services EffectiveUserName
          3. Using Secure Store with SQL authentication
        2. Configuring Secure Store settings in Excel
          1. Exporting the ODC file
          2. Adding the ODC file to the BI Center trusted data connection library
          3. Uploading the ODC file to the data connection library
        3. Working with data connections
          1. Using existing data connections in Excel
          2. Creating new data connections in Excel
      3. Collecting data through data models
      4. Creating reports and scorecards
        1. Using PowerPivot
          1. PowerPivot features
          2. Enabling PowerPivot in Excel
          3. Enabling PowerPivot in SharePoint
          4. Creating a PowerPivot Gallery
        2. Creating an Excel Services dashboard using SSAS data
          1. Creating Data Connection to Analysis Services data
          2. Creating the PivotTable and PivotChart reports
          3. Improving the look and feel of the dashboard
        3. Uploading to your BI Center site
        4. Using Power View
          1. Enabling Power View in Excel
      5. Excel Services for developers
        1. Excel Interactive view
        2. JavaScript Object Model
        3. JavaScript UDFs
        4. OData in Excel Services
      6. Summary
    19. 16. Building powerful dashboards with PerformancePoint Services
      1. PerformancePoint overview
        1. UI enhancements
          1. Themes
          2. iPad support
          3. Filter enhancements and filter search
          4. Business Intelligence (BI) Center
          5. Dashboard Designer
        2. Server-side improvements
          1. Dashboard migration and deployment
          2. Analysis services support for the “effective user”
      2. Using Dashboard Designer
        1. Authenticating Dashboard Designer
          1. Setting user authentication for a computer on the same domain
          2. Setting user authentication for a computer not on the same domain
        2. Starting Dashboard Designer
        3. Configuring Dashboard Designer to a SharePoint site
        4. Exploring the Dashboard Designer interface
          1. Left pane
          2. The ribbon
          3. Center pane
          4. Right pane
        5. Creating data connections and data sources
          1. Analysis Services data source
          2. Excel Services data source
          3. SharePoint list data source
          4. SQL Server table data source
      3. Dashboard items
        1. Scorecards
          1. Toggling the Dashboard Designer Scorecard Wizard
          2. Creating a blank scorecard
          3. Creating KPIs for a scorecard
          4. Adding KPIs to a scorecard
        2. Reports
          1. Analytic Chart and Analytic Grid reports
          2. Strategy map reports
          3. KPI Details reports
      4. Creating a dashboard
        1. Creating a dashboard page
        2. Adding items to the dashboard page
        3. Setting autosize for Excel Services dashboard reports
        4. Connecting the selected country in the scorecard to the Analytic Chart report
      5. Configuring dashboard zones
        1. Adding or removing zones
          1. Changing the zone size
        2. Deploying the dashboard
      6. Summary
    20. 17. Working with Visio Services
      1. Looking at Visio Services
        1. Displaying Visio drawings in Visio Services
        2. Adding a Visio Web Access Web Part to a page
        3. Visio Graphics Service service application
        4. Visio Services system performance
        5. Visio Services security considerations
        6. Supported data scenarios
      2. Designing dashboards
        1. Data linking
          1. Obtaining external data
          2. Refreshing external data
          3. Mapping external data to shapes
          4. Adding data graphics
          5. Inserting a legend
          6. Web part connections
      3. Customizing Visio Services solutions
        1. Server-side customizations
        2. Visio Services JavaScript mashup APIs
        3. Validation
      4. Summary
    21. 18. Discovering information with SharePoint 2013 Search
      1. What’s new in SharePoint 2013 Search
      2. Exploring the new search user interface
      3. Discovering social and people information
      4. Search architecture and site administration
        1. Overview of the new search architecture
        2. Creating a search center
        3. Site search settings
      5. Adding a result source, query rule, and result type to your site
      6. Summary
    22. 19. Creating a customized SharePoint 2013 search experience
      1. Using the Keyword Query Language (KQL)
      2. Using Search web parts
        1. Refinement Web Part
        2. Search Box Web Part
        3. Search Navigation Web Part
        4. Search Results Web Part
      3. Understanding result sources
      4. Understanding query rules
        1. Using Query Builder and query transforms
      5. Defining custom result types
        1. Using display templates
      6. Creating a customized search experience
        1. Adding a result source
        2. Adding a search vertical page
        3. Configuring the Search Results Web Part
        4. Adding search navigation
        5. Using a query rule to provide a promoted result
        6. Creating a custom result type and display template
      7. Summary
    23. 20. Creating, managing, and designing sites
      1. Creating and managing sites using SharePoint Designer 2013
        1. Opening sites
        2. Exploring SharePoint Designer
        3. Controlling the use of SharePoint Designer
          1. SharePoint Designer usage settings
          2. Implementing SharePoint Designer settings for a web application
          3. Implementing SharePoint Designer settings for a site collection
        4. Creating sites
        5. Managing sites
      2. Designing sites
        1. Changing the look of your site
          1. Theme gallery
          2. Composed Looks gallery
        2. Creating a Composed Look
          1. Color palettes
          2. Font schemes
          3. Creating master pages and previews
          4. Master pages anatomy
          5. Content placeholders
          6. Creating a preview file
        3. Working with CSS
        4. Deploying your design
      3. Saving sites as templates
      4. Summary
    24. 21. Creating enterprise forms
      1. Creating InfoPath forms
        1. Introduction to InfoPath
        2. Form design basics
        3. Walkthrough of the sample Site Request form
        4. Opening the Site Request form in InfoPath
        5. Understanding the design of the InfoPath Site Request form
          1. View 1 (Home)
          2. View 2 (Formats)
          3. View 3 (Questions)
          4. View 4 (Summary)
        6. Publishing InfoPath forms to SharePoint libraries
      2. Creating Access forms
        1. Introduction to Access 2013
        2. Building a simple Access form app
          1. Views
          2. Macros
        3. Understanding the design of the Access Site Request form
          1. View 1 (Home)
          2. View 2 (Formats)
          3. View 3 (Questions)
          4. View 4 (All Records)
      3. Creating custom forms
      4. Summary
    25. 22. Working with external content
      1. Using external content in SharePoint
      2. Connecting SharePoint 2013 with external systems
      3. Using BCS
        1. Presenting external content
          1. Creating and managing external lists
          2. Using external data columns
        2. Creating a BDC service application
        3. Defining external systems connections
        4. Working with external content types
          1. Creating an external system using SharePoint Designer
          2. Creating external content types
          3. Managing permissions on external content types
          4. Exporting and importing BDC models and resource files
        5. Using Visual Studio 2012 with BCS
      4. Summary
    26. 23. Introduction to custom development
      1. Exploring custom development
        1. The app model
        2. Server API solution packages
          1. Farm solutions
          2. Sandbox solutions
      2. Understanding client-side APIs and web services
        1. .NET client API
        2. JavaScript client API
        3. REST and OData endpoints
      3. Determining build vs. buy
        1. Discovering and evaluating third-party products
        2. Seeking expert help for custom solution development
        3. Extending SharePoint with Visual Studio
      4. App model development
        1. Configuring your development environment
        2. Creating a map app
        3. Using internal app stores
      5. SharePoint Server API solution features
        1. Feature scope
        2. SharePoint site provisioning
      6. Customizing workflow
        1. Why custom development?
          1. Enhanced capability
          2. Reusability in custom solutions
          3. Solution maintenance
        2. Custom workflow enhancements
          1. Declarative workflow
          2. Custom action
          3. Workflow object model
          4. 2010 workflow interop
      7. Summary
    27. A. About the authors
    28. B. About the contributors
    29. Index
    30. About the Authors
    31. Copyright